iSHARES TRUST - IWB

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
FMR LLC History No change 9,942,793 4,071,573 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,705,412 3,483,940 1.39% 1.39% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 4,567,154 1,870,249 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,908,505 1,600,532 0.38% 0.38% 4 0 0.0% Q2 2026 Sep 23, 2026
M&T BANK CORP History No change 2,899,576 1,187,376 3.48% 3.48% 5 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 2,550,767 1,044,539 0.12% 0.12% 6 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,543,875 1,041,717 0.23% 0.23% 7 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,313,380 947,328 0.47% 0.47% 8 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 2,289,986 937,749 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 2,040,874 835,739 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 1,859,370 761,412 0.78% 0.78% 11 0 0.0% Q2 2026 Aug 12, 2026
Millburn Ridgefield LLC /DE/ History No change 1,637,759 670,662 12.7% 12.7% 12 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,637,759 670,662 11.12% 11.12% 13 0 0.0% Q2 2026 Jul 24, 2026
JPMORGAN CHASE & CO History No change 1,634,389 664,069 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 1,577,820 646,117 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,429,386 585,333 4.28% 4.28% 16 0 0.0% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,337,416 547,671 0.29% 0.29% 17 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 1,281,418 524,740 7.23% 7.23% 18 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,270,498 520,268 0.79% 0.79% 19 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,138,581 466,248 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 1,132,924 463,892 1.35% 1.35% 21 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,081,981 443,071 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 856,684 350,812 0.38% 0.38% 23 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 838,203 343,243 2.55% 2.55% 24 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 833,092 341,151 0.55% 0.55% 25 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 815,660 334,013 0.4% 0.4% 26 0 0.0% Q2 2026 Aug 14, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 791,000 323,914 2.12% 2.12% 27 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 721,484 295,447 0.37% 0.37% 28 0 0.0% Q2 2026 Aug 19, 2026
Legacy Wealth Management, LLC History No change 702,613 287,720 15.05% 15.05% 29 0 0.0% Q2 2026 Jul 09, 2026
Creative Planning History No change 651,215 266,672 0.16% 0.16% 30 0 0.0% Q2 2026 Aug 13, 2026
Capstone Financial Advisors, Inc. History No change 637,495 261,054 12.72% 12.72% 31 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 625,348 256,080 1.75% 1.75% 32 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 566,204 231,860 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 565,167 231,435 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 524,619 214,831 0.21% 0.21% 35 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 492,609 201,722 0.93% 0.93% 36 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 482,320 197,628 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 437,245 179,051 2.13% 2.13% 38 0 0.0% Q2 2026 Aug 05, 2026
Empower Advisory Group, LLC History No change 430,492 176,286 0.42% 0.42% 39 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 410,929 168,275 0.2% 0.2% 40 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 381,177 156,091 0.14% 0.14% 41 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 380,082 155,643 0.19% 0.19% 42 0 0.0% Q2 2026 Aug 13, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 379,919 155,576 14.73% 14.73% 43 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 352,340 144,283 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
MPS Loria Financial Planners, LLC History No change 347,484 142,294 32.71% 32.71% 45 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 341,972 140,037 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 336,014 136,333 0.23% 0.23% 47 0 0.0% Q2 2026 Jul 15, 2026
HSBC HOLDINGS PLC History No change 318,478 130,416 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 314,703 128,870 0.75% 0.75% 49 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 311,153 127,416 1.96% 1.96% 50 0 0.0% Q2 2026 Aug 03, 2026
NorthRock Partners, LLC History No change 295,228 120,895 1.75% 1.75% 51 0 0.0% Q2 2026 Aug 11, 2026
Arbor Investment Advisors, LLC History No change 284,885 116,660 13.2% 13.2% 52 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 279,636 114,510 0.39% 0.39% 53 0 0.0% Q2 2026 Aug 10, 2026
Johns Hopkins University History No change 264,479 108,304 7.24% 7.24% 54 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 262,586 107,528 0.47% 0.47% 55 0 0.0% Q2 2026 Aug 12, 2026
McKinley Carter Wealth Services, Inc. History No change 249,432 102,142 5.26% 5.26% 56 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Advisory Group LLC History No change 247,599 101,391 6.83% 6.83% 57 0 0.0% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History No change 238,849 97,808 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 236,272 96,753 1.98% 1.98% 59 0 0.0% Q2 2026 Aug 06, 2026
TIAA Wealth Investment Management LLC History No change 233,438 94,848 0.63% 0.63% 60 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 227,369 93,107 0.13% 0.13% 61 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 224,503 91,973 0.11% 0.11% 62 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 209,766 85,899 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 209,271 85,696 0.07% 0.07% 64 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 205,671 84,222 1.03% 1.03% 65 0 0.0% Q2 2026 Jul 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 197,624 80,926 1.01% 1.01% 66 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 196,255 80,366 4.01% 4.01% 67 0 0.0% Q2 2026 Jul 10, 2026
BOK Financial Private Wealth, Inc. History No change 192,855 78,974 4.05% 4.05% 68 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST Co History No change 187,582 76,814 2.39% 2.39% 69 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 184,908 75,720 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 175,478 71,858 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 173,341 70,982 0.11% 0.11% 72 0 0.0% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 166,139 68,034 10.99% 10.99% 73 0 0.0% Q2 2026 Jul 23, 2026
Boston Partners History No change 165,274 67,726 0.06% 0.06% 74 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Investment Research Advisors, Inc. History No change 163,625 67,004 0.15% 0.15% 75 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 162,958 66,731 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 161,000 65,929 1.23% 1.23% 77 0 0.0% Q2 2026 Aug 11, 2026
Enclave Advisors LLC History No change 159,905 65,480 8.28% 8.28% 78 0 0.0% Q2 2026 Jul 14, 2026
Hippocratic Financial Advisors, LLC History No change 158,526 64,916 24.49% 24.49% 79 0 0.0% Q2 2026 Aug 03, 2026
Norinchukin Bank, The History No change 155,000 63,472 0.62% 0.62% 80 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 152,880 62,604 13.04% 13.04% 81 0 0.0% Q2 2026 Jul 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 149,580 61,253 0.08% 0.08% 82 0 0.0% Q2 2026 Jul 29, 2026
DT Investment Partners, LLC History No change 148,918 60,981 4.55% 4.55% 83 0 0.0% Q2 2026 Jul 27, 2026
Gotham Asset Management, LLC History No change 148,358 60,752 0.14% 0.14% 84 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 147,167 60,264 0.73% 0.73% 85 0 0.0% Q2 2026 Aug 04, 2026
JT Stratford LLC History No change 146,428 59,962 6.57% 6.57% 86 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 145,102 59,419 0.33% 0.33% 87 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History No change 141,523 57,953 0.27% 0.27% 88 0 0.0% Q2 2026 Aug 18, 2026
CHOREO, LLC History No change 139,506 57,126 0.63% 0.63% 89 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 137,398 56,264 5.34% 5.34% 90 0 0.0% Q2 2026 Jul 09, 2026
Rockefeller Capital Management L.P. History No change 134,401 55,037 0.08% 0.08% 91 0 0.0% Q2 2026 Aug 13, 2026
NIXON PEABODY TRUST CO History No change 131,839 53,988 3.82% 3.82% 92 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 128,979 52,816 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 128,083 52,449 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 12, 2026
Jordan Park Group LLC History No change 126,399 51,760 2.62% 2.62% 95 0 0.0% Q2 2026 Aug 11, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 124,298 50,900 0.73% 0.73% 96 0 0.0% Q2 2026 Aug 14, 2026
Conservest Capital Advisors, Inc. History No change 122,456 50,145 3.99% 3.99% 97 0 0.0% Q2 2026 Jul 22, 2026
Keel Point, LLC History No change 122,452 50,144 2.96% 2.96% 98 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 121,730 49,848 4.5% 4.5% 99 0 0.0% Q2 2026 Jul 10, 2026
Brewster Financial Planning LLC History No change 119,018 48,737 26.76% 26.76% 100 0 0.0% Q2 2026 Jul 14, 2026
Lido Advisors, LLC History No change 118,488 48,521 0.13% 0.13% 101 0 0.0% Q2 2026 Aug 07, 2026
ASPIRIANT, LLC History No change 116,055 47,524 1.17% 1.17% 102 0 0.0% Q2 2026 Jul 20, 2026
Laird Norton Wetherby Trust Company, LLC History No change 116,034 47,516 0.91% 0.91% 103 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 113,304 46,398 0.22% 0.22% 104 0 0.0% Q2 2026 Sep 23, 2026
Clearstead Advisors, LLC History No change 113,061 46,298 0.44% 0.44% 105 0 0.0% Q2 2026 Aug 06, 2026
HOGE FINANCIAL SERVICES, LLC History No change 111,486 45,653 21.86% 21.86% 106 0 0.0% Q2 2026 Jul 29, 2026
American Financial Advisors, LLC History No change 105,848 43,344 5.22% 5.22% 107 0 0.0% Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 104,962 43,003 0.8% 0.8% 108 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 104,140 42,645 1.03% 1.03% 109 0 0.0% Q2 2026 Aug 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 103,531 42,395 2.07% 2.07% 110 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 103,231 42,272 1.78% 1.78% 111 0 0.0% Q2 2026 Aug 05, 2026
Constellation Investments, Inc. History No change 101,441 41,540 1.3% 1.3% 112 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 100,749 41,256 0.08% 0.08% 113 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 94,035 38,507 0.05% 0.05% 114 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History No change 93,430 38,259 4.17% 4.17% 115 0 0.0% Q2 2026 Jul 13, 2026
FRANKLIN RESOURCES INC History No change 92,310 37,800 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 91,894 37,631 8.51% 8.51% 117 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 91,196 37,344 0.42% 0.42% 118 0 0.0% Q2 2026 Jul 29, 2026
TFO Wealth Partners, LLC History No change 90,216 36,943 4.02% 4.02% 119 0 0.0% Q2 2026 Aug 10, 2026
Pitcairn Wealth Advisors LLC History No change 89,429 36,621 4.01% 4.01% 120 0 0.0% Q2 2026 Aug 10, 2026
Legacy Advisors, LLC History No change 89,260 36,551 3.41% 3.41% 121 0 0.0% Q2 2026 Jul 24, 2026
MAI Capital Management History No change 86,387 35,375 0.13% 0.13% 122 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 85,671 35,082 0.78% 0.78% 123 0 0.0% Q2 2026 Jul 28, 2026
Parker Investment Management, LLC History No change 85,481 35,004 2.67% 2.67% 124 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 85,461 34,988 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 85,288 34,925 2.7% 2.7% 126 0 0.0% Q2 2026 Aug 04, 2026
Robertson Stephens Wealth Management, LLC History No change 85,161 34,873 0.86% 0.86% 127 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 83,982 34,390 0.11% 0.11% 128 0 0.0% Q2 2026 Jul 28, 2026
Gray Private Wealth, LLC History No change 83,372 34,140 14.75% 14.75% 129 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO History No change 82,389 33,942 0.33% 0.33% 130 0 0.0% Q2 2026 Jul 27, 2026
May Hill Capital, LLC History No change 82,038 33,594 7.02% 7.02% 131 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 81,941 33,554 2.44% 2.44% 132 0 0.0% Q2 2026 Jul 24, 2026
SACHEM HILL LLC History No change 81,776 33,487 5.95% 5.95% 133 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 81,262 33,361 2.03% 2.03% 134 0 0.0% Q2 2026 Jul 16, 2026
ACT WEALTH MANAGEMENT, LLC History No change 81,458 33,357 9.8% 9.8% 135 0 0.0% Q2 2026 Jul 07, 2026
BLAIR WILLIAM & CO/IL History No change 80,773 33,076 0.09% 0.09% 136 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 80,409 32,927 0.15% 0.15% 137 0 0.0% Q2 2026 Jul 27, 2026
Opus Capital Group, LLC History No change 80,310 32,887 3.19% 3.19% 138 0 0.0% Q2 2026 Jul 31, 2026
PARK AVENUE SECURITIES LLC History No change 80,040 32,777 0.2% 0.2% 139 0 0.0% Q2 2026 Jul 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 76,200 31,203 0.23% 0.23% 140 0 0.0% Q2 2026 Aug 14, 2026
Karpus Management, Inc. History No change 74,490 30,503 0.88% 0.88% 141 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 74,305 30,427 0.15% 0.15% 142 0 0.0% Q2 2026 Jul 17, 2026
HUNTINGTON NATIONAL BANK History No change 73,236 29,990 0.15% 0.15% 143 0 0.0% Q2 2026 Aug 13, 2026
Allen Investment Management, LLC History No change 71,104 29,119 0.35% 0.35% 144 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 70,239 28,762 0.19% 0.19% 145 0 0.0% Q2 2026 Sep 08, 2026
GLENMEDE TRUST CO NA History No change 67,417 27,607 0.12% 0.12% 146 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 66,971 27,424 0.29% 0.29% 147 0 0.0% Q2 2026 Aug 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 66,732 27,113 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 63,758 26,124 0.08% 0.08% 149 0 0.0% Q2 2026 Aug 10, 2026
MISSION WEALTH MANAGEMENT, LP History No change 63,095 25,837 0.32% 0.32% 150 0 0.0% Q2 2026 Jul 20, 2026
UMB Bank, n.a. History No change 62,826 25,727 0.33% 0.33% 151 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 61,550 25,204 0.15% 0.15% 152 0 0.0% Q2 2026 Aug 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 58,956 24,142 0.66% 0.66% 153 0 0.0% Q2 2026 Aug 14, 2026
DAVIS R M INC History No change 58,467 23,942 0.38% 0.38% 154 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 58,420 23,922 1.42% 1.42% 155 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 57,200 23,423 0.37% 0.37% 156 0 0.0% Q2 2026 Aug 07, 2026
Heritage Investment Group, Inc. History No change 56,371 23,083 3.1% 3.1% 157 0 0.0% Q2 2026 Jul 29, 2026
Paladin Partners, LLC History Added to 55,022 22,896 14.09% 14.17% 158 +2,687 5.13% Q3 2026 Oct 06, 2026
RHUMBLINE ADVISERS History No change 55,846 22,868 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 55,716 22,815 0.19% 0.19% 160 0 0.0% Q2 2026 Aug 06, 2026
Single Point Partners, LLC History No change 55,525 22,737 4.0% 4.0% 161 0 0.0% Q2 2026 Jul 16, 2026
Centerpoint Advisors, LLC History No change 53,853 22,053 6.26% 6.26% 162 0 0.0% Q2 2026 Aug 05, 2026
Paragon Capital Management LLC History No change 53,446 21,886 10.13% 10.13% 163 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 53,433 21,880 0.72% 0.72% 164 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 52,719 21,522 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 14, 2026
Mullaney, Keating & Wright, Inc. History No change 52,031 21,306 10.3% 10.3% 166 0 0.0% Q2 2026 Jul 14, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 51,542 21,106 14.88% 14.88% 167 0 0.0% Q2 2026 Aug 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 50,000 20,475 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 49,482 20,262 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 03, 2026
Auxano Advisors, LLC History No change 49,421 20,237 3.83% 3.83% 170 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 49,408 20,232 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 49,009 20,069 0.35% 0.35% 172 0 0.0% Q2 2026 Jul 31, 2026
SCS Capital Management LLC History No change 48,700 19,942 0.19% 0.19% 173 0 0.0% Q2 2026 Aug 06, 2026
Trust Point Inc. History No change 46,868 19,192 1.63% 1.63% 174 0 0.0% Q2 2026 Jul 08, 2026
Tortoise Investment Management, LLC History No change 46,519 19,049 1.42% 1.42% 175 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 46,059 18,860 0.36% 0.36% 176 0 0.0% Q2 2026 Jul 09, 2026
Rice Partnership, LLC History No change 45,588 18,668 2.27% 2.27% 177 0 0.0% Q2 2026 Jul 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 45,360 18,574 1.1% 1.1% 178 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 45,173 18,498 0.03% 0.03% 179 0 0.0% Q2 2026 Aug 12, 2026
Nicholson Meyer Capital Management, Inc. History No change 44,553 18,243 12.15% 12.15% 180 0 0.0% Q2 2026 Jul 21, 2026
DAIDO LIFE INSURANCE CO History No change 43,602 17,855 2.43% 2.43% 181 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 43,288 17,726 0.1% 0.1% 182 0 0.0% Q2 2026 Jul 29, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 42,640 17,461 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 13, 2026
Latigo Investments, LLC History No change 42,556 17,426 7.77% 7.77% 184 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 42,306 17,322 0.14% 0.14% 185 0 0.0% Q2 2026 Jul 17, 2026
Glassman Wealth Services History No change 42,195 17,278 2.07% 2.07% 186 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 41,790 16,890 1.63% 1.63% 187 0 0.0% Q2 2026 Aug 04, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 41,161 16,855 1.72% 1.72% 188 0 0.0% Q2 2026 Jul 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 40,791 16,703 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 10, 2026
YHB Investment Advisors, Inc. History No change 40,621 16,634 1.07% 1.07% 190 0 0.0% Q2 2026 Jul 14, 2026
Texas Capital Bank Wealth Management Services Inc History No change 39,885 16,332 0.87% 0.87% 191 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 39,692 16,253 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 39,578 16,207 0.22% 0.22% 193 0 0.0% Q2 2026 Aug 18, 2026
SG Americas Securities, LLC History No change 38,947 15,949 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 07, 2026
CHARTIST INC /CA/ History No change 38,886 15,923 9.94% 9.94% 195 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 43,680 15,574 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 37,759 15,462 0.19% 0.19% 197 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 37,324 15,293 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 36,978 15,142 0.28% 0.28% 199 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 36,595 14,985 0.18% 0.18% 200 0 0.0% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 36,562 14,972 0.21% 0.21% 201 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 35,674 14,609 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 05, 2026
JMG Financial Group, Ltd. History No change 35,656 14,601 0.35% 0.35% 203 0 0.0% Q2 2026 Jul 31, 2026
Advance Capital Management, Inc. History No change 34,538 14,143 0.46% 0.46% 204 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 33,599 13,759 0.14% 0.14% 205 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 33,477 13,708 0.69% 0.69% 206 0 0.0% Q2 2026 Sep 11, 2026
HRT FINANCIAL LP History No change 33,360 13,660 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 14, 2026
ETF Portfolio Partners, Inc. History No change 33,269 13,623 3.24% 3.24% 208 0 0.0% Q2 2026 Jul 13, 2026
Northstar Financial Companies, Inc. History No change 33,254 13,617 9.18% 9.18% 209 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 33,203 13,596 0.21% 0.21% 210 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY TRUST CO History No change 32,492 13,305 0.14% 0.14% 211 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY COUNSELLING INC History No change 32,448 13,287 32.76% 32.76% 212 0 0.0% Q2 2026 Aug 03, 2026
UNIQUE WEALTH, LLC History No change 32,447 13,287 1.55% 1.55% 213 0 0.0% Q2 2026 Jul 21, 2026
EP Wealth Advisors, LLC History No change 31,588 12,935 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 30,865 12,639 0.18% 0.18% 215 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 30,692 12,568 0.7% 0.7% 216 0 0.0% Q2 2026 Aug 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 30,680 12,563 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 29,455 12,061 0.81% 0.81% 218 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 29,308 12,001 0.2% 0.2% 219 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 29,221 11,966 0.49% 0.49% 220 0 0.0% Q2 2026 Aug 14, 2026
Fire Capital Management LLC History No change 29,117 11,923 4.85% 4.85% 221 0 0.0% Q2 2026 Aug 03, 2026
HBK Sorce Advisory LLC History No change 28,203 11,878 0.23% 0.23% 222 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 28,797 11,847 0.05% 0.05% 223 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital, LLC History No change 28,905 11,836 0.59% 0.59% 224 0 0.0% Q2 2026 Aug 17, 2026
Merit Financial Group, LLC History No change 28,829 11,805 0.07% 0.07% 225 0 0.0% Q2 2026 Jul 20, 2026
Centennial Bank/AR/ History No change 28,748 11,772 3.79% 3.79% 226 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 28,656 11,734 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 13, 2026
Firestone Capital Management History No change 28,560 11,695 2.18% 2.18% 228 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 28,310 11,592 0.63% 0.63% 229 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 28,192 11,544 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 28,109 11,510 0.61% 0.61% 231 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 27,922 11,434 0.08% 0.08% 232 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 27,538 11,276 0.13% 0.13% 233 0 0.0% Q2 2026 Aug 10, 2026
Centerline Wealth Advisors, LLC History No change 27,477 11,251 3.53% 3.53% 234 0 0.0% Q2 2026 Jul 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 27,380 11,212 0.07% 0.07% 235 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 27,323 11,188 0.2% 0.2% 236 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 27,259 11,162 0.76% 0.76% 237 0 0.0% Q2 2026 Sep 04, 2026
Brown Financial Advisory History No change 27,165 11,123 4.65% 4.65% 238 0 0.0% Q2 2026 Jul 28, 2026
Sepio Capital, LP History No change 26,737 10,948 0.55% 0.55% 239 0 0.0% Q2 2026 Jul 28, 2026
CM WEALTH ADVISORS LLC History No change 26,580 10,884 1.96% 1.96% 240 0 0.0% Q2 2026 Aug 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 26,484 10,845 0.55% 0.55% 241 0 0.0% Q2 2026 Aug 11, 2026
COREPATH WEALTH PARTNERS LLC History No change 26,264 10,722 6.69% 6.69% 242 0 0.0% Q2 2026 Jul 09, 2026
FORMULATE FINANCIAL LLC History No change 26,128 10,699 11.26% 11.26% 243 0 0.0% Q2 2026 Jul 31, 2026
NATIXIS ADVISORS, LLC History No change 26,065 10,673 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 88 10,524 0.87% 0.87% 245 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 25,598 10,482 2.86% 2.86% 246 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 25,536 10,457 0.12% 0.12% 247 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 25,154 10,300 0.96% 0.96% 248 0 0.0% Q2 2026 Jul 07, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 24,544 10,213 0.94% 0.88% 249 -558 -2.22% Q3 2026 Oct 07, 2026
GC Wealth Management RIA, LLC History No change 24,847 10,174 0.59% 0.59% 250 0 0.0% Q2 2026 Jul 16, 2026
Pure Financial Advisors, LLC History No change 24,700 10,114 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 14, 2026
CHILTON INVESTMENT CO INC. History No change 24,550 10,053 0.24% 0.24% 252 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 95,738 9,974 1.14% 1.14% 253 0 0.0% Q2 2026 Jul 30, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 24,081 9,861 4.16% 4.16% 254 0 0.0% Q2 2026 Jul 13, 2026
Summit Wealth Partners, LLC History No change 23,811 9,750 1.39% 1.39% 255 0 0.0% Q2 2026 Aug 03, 2026
Maryland State Retirement & Pension System History No change 23,759 9,729 0.17% 0.17% 256 0 0.0% Q2 2026 Jul 30, 2026
Tudor Financial Inc. History No change 23,378 9,573 4.3% 4.3% 257 0 0.0% Q2 2026 Aug 10, 2026
MV CAPITAL MANAGEMENT, INC. History No change 23,234 9,514 0.84% 0.84% 258 0 0.0% Q2 2026 Jul 30, 2026
Campion Asset Management History No change 23,056 9,441 5.76% 5.76% 259 0 0.0% Q2 2026 Jul 28, 2026
Relyea Zuckerberg Hanson LLC History No change 23,035 9,432 0.79% 0.79% 260 0 0.0% Q2 2026 Jul 16, 2026
Fort Point Capital Partners LLC History No change 22,746 9,314 0.65% 0.65% 261 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 22,638 9,270 0.19% 0.19% 262 0 0.0% Q2 2026 Aug 05, 2026
Omega Financial Group, LLC History No change 22,301 9,132 2.78% 2.78% 263 0 0.0% Q2 2026 Jul 21, 2026
Circle Wealth Management, LLC History No change 22,134 9,063 0.11% 0.11% 264 0 0.0% Q2 2026 Aug 12, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 21,509 9,058 5.39% 5.39% 265 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 22,089 9,045 0.11% 0.11% 266 0 0.0% Q2 2026 Aug 11, 2026
NewSquare Capital LLC History No change 21,739 8,902 0.66% 0.66% 267 0 0.0% Q2 2026 Jul 28, 2026
Klingman & Associates, LLC History No change 21,719 8,893 0.38% 0.38% 268 0 0.0% Q2 2026 Jul 29, 2026
Bleakley Financial Group, LLC History No change 21,484 8,797 0.11% 0.11% 269 0 0.0% Q2 2026 Aug 05, 2026
Caprock Group, LLC History No change 21,442 8,780 0.17% 0.17% 270 0 0.0% Q2 2026 Jul 27, 2026
Ackerman Asset Management, LLC History No change 21,375 8,753 5.25% 5.25% 271 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 20,892 8,560 0.05% 0.05% 272 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 20,613 8,441 0.25% 0.25% 273 0 0.0% Q2 2026 Jul 15, 2026
Evanson Financial, LLC History No change 20,532 8,407 0.41% 0.41% 274 0 0.0% Q2 2026 Jul 07, 2026
Tidal Investments LLC History No change 19,793 8,105 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Monument Capital Management History No change 19,735 8,081 1.63% 1.63% 276 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 19,686 8,061 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 10, 2026
Koss-Olinger Consulting, LLC History No change 19,581 8,018 0.62% 0.62% 278 0 0.0% Q2 2026 Aug 10, 2026
Avestar Capital, LLC History No change 19,539 8,001 0.45% 0.45% 279 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 19,505 7,987 0.09% 0.09% 280 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History No change 19,355 7,925 0.95% 0.95% 281 0 0.0% Q2 2026 Jul 08, 2026
Pacific Capital Wealth Advisors, Inc. History No change 19,234 7,876 1.19% 1.19% 282 0 0.0% Q2 2026 Jul 09, 2026
Sage Mountain Advisors LLC History No change 19,136 7,836 0.48% 0.48% 283 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIENT ADVISORS LLC History No change 19,102 7,822 1.12% 1.12% 284 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 18,807 7,701 0.03% 0.03% 285 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 18,712 7,662 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 27, 2026
Bayshore Capital Advisors, LLC History No change 18,456 7,558 3.53% 3.53% 287 0 0.0% Q2 2026 Jul 22, 2026
Diversified Trust Co History No change 18,233 7,466 0.12% 0.12% 288 0 0.0% Q2 2026 Jul 17, 2026
Stegner Investment Associates Inc. History No change 18,226 7,463 3.55% 3.55% 289 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History No change 17,927 7,344 0.1% 0.1% 290 0 0.0% Q2 2026 Jul 08, 2026
Storen Legacy Partners, LLC History No change 17,830 7,301 1.99% 1.99% 291 0 0.0% Q2 2026 Jul 17, 2026
Tower Research Capital LLC (TRC) History No change 17,761 7,273 0.18% 0.18% 292 0 0.0% Q2 2026 Aug 11, 2026
WealthTrust Asset Management, LLC History No change 17,637 7,222 3.91% 3.91% 293 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 17,492 7,162 0.19% 0.19% 294 0 0.0% Q2 2026 Aug 04, 2026
Hirtle & Co., LLC History No change 17,479 7,157 0.24% 0.24% 295 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 17,435 7,139 0.29% 0.29% 296 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 17,363 7,110 0.32% 0.32% 297 0 0.0% Q2 2026 Jul 31, 2026
FCA CORP /TX History No change 17,361 7,109 1.75% 1.75% 298 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 17,362 7,109 0.11% 0.11% 299 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 17,295 7,082 0.15% 0.15% 300 0 0.0% Q2 2026 Jul 29, 2026
Composition Wealth, LLC History No change 17,064 6,987 0.08% 0.08% 301 0 0.0% Q2 2026 Jul 22, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 17,005 6,963 0.32% 0.32% 302 0 0.0% Q2 2026 Jul 21, 2026
JANE STREET GROUP, LLC History No change 16,983 6,954 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 16,969 6,948 0.31% 0.31% 304 0 0.0% Q2 2026 Aug 04, 2026
Roble, Belko & Company, Inc History No change 16,925 6,931 0.75% 0.75% 305 0 0.0% Q2 2026 Jul 24, 2026
Destination Wealth Management History No change 16,777 6,870 0.16% 0.16% 306 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 16,329 6,686 0.04% 0.04% 307 0 0.0% Q2 2026 Aug 10, 2026
Bensler, LLC History No change 16,283 6,668 0.59% 0.59% 308 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 16,029 6,564 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 11, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 15,763 6,454 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 30, 2026
Woodward Financial Advisors, Inc. History No change 15,755 6,451 2.16% 2.16% 311 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 15,700 6,429 0.0% 0.0% 312 0 0.0% Q2 2026 Sep 02, 2026
SENTINEL PENSION ADVISORS, LLC History No change 15,556 6,326 0.83% 0.83% 313 0 0.0% Q2 2026 Jul 23, 2026
FIRST FINANCIAL BANKSHARES INC History No change 15,444 6,324 0.12% 0.12% 314 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 15,403 6,314 0.09% 0.09% 315 0 0.0% Q2 2026 Jul 15, 2026
Florida Trust Wealth Management Co History No change 15,250 6,244 0.16% 0.16% 316 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 15,402 6,221 0.12% 0.12% 317 0 0.0% Q2 2026 Jul 29, 2026
SigFig Wealth Management, LLC History Reduced 14,912 6,205 0.15% 0.16% 319 -199 -1.32% Q3 2026 Oct 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 15,153 6,205 0.27% 0.27% 318 0 0.0% Q2 2026 Jul 21, 2026
Sound View Wealth Advisors Group, LLC History No change 15,104 6,185 0.38% 0.38% 320 0 0.0% Q2 2026 Aug 11, 2026
PEOPLES BANK /OH History No change 15,071 6,171 3.17% 3.17% 321 0 0.0% Q2 2026 Jul 27, 2026
Owl Creek Wealth Partners LLC History No change 15,038 6,158 1.8% 1.8% 322 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 17,255 6,152 1.06% 1.06% 323 0 0.0% Q2 2026 Aug 03, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 14,967 6,128 6.76% 6.76% 324 0 0.0% Q2 2026 Aug 10, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 14,931 6,114 2.4% 2.4% 325 0 0.0% Q2 2026 Jul 13, 2026
LOWERY THOMAS, LLC History No change 14,833 6,074 2.97% 2.97% 326 0 0.0% Q2 2026 Jul 29, 2026
Aspen Capital Management, LLC History No change 14,706 6,022 1.33% 1.33% 327 0 0.0% Q2 2026 Aug 04, 2026
Financial Engines Advisors L.L.C. History No change 14,505 5,939 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 14, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 14,490 5,933 0.17% 0.17% 329 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Advisors / MI History No change 14,485 5,931 0.36% 0.36% 330 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,469 5,926 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 14,442 5,914 0.27% 0.27% 332 0 0.0% Q2 2026 Aug 20, 2026
RWA WEALTH PARTNERS, LLC History No change 14,359 5,879 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 07, 2026
Sageworth Trust Co History No change 14,270 5,843 0.23% 0.23% 334 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 14,210 5,819 0.04% 0.04% 335 0 0.0% Q2 2026 Aug 10, 2026
Seneca Financial Advisors LLC History No change 14,138 5,789 1.5% 1.5% 336 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 14,025 5,743 0.4% 0.4% 337 0 0.0% Q2 2026 Jul 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 14,011 5,737 0.26% 0.26% 338 0 0.0% Q2 2026 Jul 24, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 13,965 5,718 1.37% 1.37% 339 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History No change 14,008 5,691 0.3% 0.3% 340 0 0.0% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History No change 13,855 5,673 0.1% 0.1% 341 0 0.0% Q2 2026 Aug 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 13,641 5,585 0.48% 0.48% 342 0 0.0% Q2 2026 Jul 27, 2026
Waldron Private Wealth LLC History No change 13,466 5,514 0.19% 0.19% 343 0 0.0% Q2 2026 Jul 20, 2026
Baker Avenue Asset Management, LP History No change 13,402 5,488 0.1% 0.1% 344 0 0.0% Q2 2026 Jul 28, 2026
Valeo Financial Advisors, LLC History No change 13,345 5,464 0.12% 0.12% 345 0 0.0% Q2 2026 Jul 08, 2026
Midwest Trust Co History No change 13,241 5,422 0.06% 0.06% 346 0 0.0% Q2 2026 Aug 04, 2026
IFC Advisors LLC History No change 13,072 5,352 0.68% 0.68% 347 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History No change 13,058 5,347 0.15% 0.15% 348 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 12,994 5,321 0.16% 0.16% 349 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 13,055 5,305 0.14% 0.14% 350 0 0.0% Q2 2026 Jul 07, 2026
Plancorp, LLC History No change 12,870 5,276 0.13% 0.13% 351 0 0.0% Q2 2026 Jul 14, 2026
St. Clair Advisors, LLC History No change 12,828 5,253 1.35% 1.35% 352 0 0.0% Q2 2026 Jul 06, 2026
Strategic Blueprint, LLC History No change 12,725 5,210 0.26% 0.26% 353 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 12,706 5,203 0.51% 0.51% 354 0 0.0% Q2 2026 Jul 13, 2026
J.W. COLE ADVISORS, INC. History No change 12,703 5,201 0.09% 0.09% 355 0 0.0% Q2 2026 Jul 21, 2026
Maridea Wealth Management LLC History No change 12,697 5,199 0.56% 0.56% 356 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 12,668 5,187 0.08% 0.08% 357 0 0.0% Q2 2026 Aug 03, 2026
Utah Retirement Systems History No change 12,582 5,152 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 14, 2026
ICONIQ Capital, LLC History No change 12,499 5,118 0.15% 0.15% 359 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Strategies, Inc. History No change 12,396 5,076 0.36% 0.36% 360 0 0.0% Q2 2026 Jul 24, 2026
HANCOCK WHITNEY CORP History No change 12,384 5,071 0.08% 0.08% 361 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 12,360 5,061 0.94% 0.94% 362 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 12,210 4,999 0.07% 0.07% 363 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 12,169 4,983 0.2% 0.2% 364 0 0.0% Q2 2026 Aug 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 12,128 4,966 0.26% 0.26% 365 0 0.0% Q2 2026 Jul 20, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 12,090 4,950 1.35% 1.35% 366 0 0.0% Q2 2026 Jul 23, 2026
Linscomb Wealth, Inc. History No change 11,988 4,909 0.21% 0.21% 367 0 0.0% Q2 2026 Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 11,966 4,899 0.07% 0.07% 368 0 0.0% Q2 2026 Jul 14, 2026
HFG Advisors, Inc. History No change 11,961 4,898 3.06% 3.06% 369 0 0.0% Q2 2026 Aug 07, 2026
Next Capital Management LLC History No change 11,954 4,895 1.32% 1.32% 370 0 0.0% Q2 2026 Aug 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,868 4,859 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 11,829 4,844 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 11,815 4,838 0.22% 0.22% 373 0 0.0% Q2 2026 Aug 06, 2026
PHILADELPHIA TRUST CO History No change 11,628 4,762 0.31% 0.31% 374 0 0.0% Q2 2026 Aug 10, 2026
Freestone Capital Holdings, LLC History No change 11,571 4,738 0.12% 0.12% 375 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 11,387 4,662 0.27% 0.27% 376 0 0.0% Q2 2026 Jul 15, 2026
Intrua Financial, LLC History No change 11,097 4,544 0.42% 0.42% 377 0 0.0% Q2 2026 Jul 24, 2026
Corundum Group, Inc. History No change 10,981 4,496 1.33% 1.33% 378 0 0.0% Q2 2026 Aug 07, 2026
Americana Partners, LLC History No change 10,961 4,488 0.1% 0.1% 379 0 0.0% Q2 2026 Aug 05, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 10,854 4,444 1.16% 1.16% 380 0 0.0% Q2 2026 Jul 13, 2026
HUB Investment Partners, LLC History No change 10,795 4,420 0.08% 0.08% 381 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 10,792 4,419 0.14% 0.14% 382 0 0.0% Q2 2026 Jul 31, 2026
Elk River Wealth Management LLC History No change 10,676 4,371 0.7% 0.7% 383 0 0.0% Q2 2026 Aug 12, 2026
Trust Co of Tennessee History No change 10,664 4,366 0.76% 0.76% 384 0 0.0% Q2 2026 Jul 30, 2026
Calamos Wealth Management LLC History No change 10,608 4,343 0.13% 0.13% 385 0 0.0% Q2 2026 Jul 31, 2026
Capital Group Private Client Services, Inc. History No change 10,586 4,334 0.06% 0.06% 386 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 10,543 4,317 0.16% 0.16% 387 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 10,506 4,302 0.13% 0.13% 388 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,469 4,287 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investment Services, LLC History No change 10,437 4,273 1.19% 1.19% 390 0 0.0% Q2 2026 Aug 06, 2026
Northern Lights Advisors, Inc. History No change 10,400 4,258 2.32% 2.32% 391 0 0.0% Q2 2026 Aug 06, 2026
Cyndeo Wealth Partners, LLC History No change 10,355 4,240 0.2% 0.2% 392 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 10,343 4,235 0.04% 0.04% 393 0 0.0% Q2 2026 Jul 27, 2026
Lansing Street Advisors History No change 10,333 4,231 0.9% 0.9% 394 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 10,409 4,229 0.14% 0.14% 395 0 0.0% Q2 2026 Aug 12, 2026
Sentinel Advisory Group, LLC History No change 10,308 4,221 1.72% 1.72% 396 0 0.0% Q2 2026 Jul 23, 2026
Ullmann Wealth Partners Group, LLC History No change 10,282 4,210 0.38% 0.38% 397 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 10,238 4,192 0.19% 0.19% 398 0 0.0% Q2 2026 Aug 11, 2026
CONNABLE OFFICE INC History No change 10,200 4,176 0.37% 0.37% 399 0 0.0% Q2 2026 Aug 03, 2026
MITCHELL SINKLER & STARR/PA History No change 10,125 4,146 1.73% 1.73% 400 0 0.0% Q2 2026 Jul 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 10,087 4,130 0.3% 0.3% 401 0 0.0% Q2 2026 Aug 03, 2026
FSA WEALTH PARTNERS, INC. History No change 10,063 4,120 1.03% 1.03% 402 0 0.0% Q2 2026 Aug 03, 2026
Dakota Wealth Management History No change 10,028 4,106 0.08% 0.08% 403 0 0.0% Q2 2026 Aug 07, 2026
MKD WEALTH COACHES, LLC History No change 10,022 4,104 3.51% 3.51% 404 0 0.0% Q2 2026 Jul 14, 2026
One Wealth Map LLC History No change 10,261 4,096 1.86% 1.86% 405 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 9,985 4,088 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Resources Advisor Group, Inc. History No change 9,907 4,056 3.43% 3.43% 407 0 0.0% Q2 2026 Jul 29, 2026
Evensky & Katz LLC History No change 9,820 4,021 0.21% 0.21% 408 0 0.0% Q2 2026 Jul 22, 2026
Harbour Capital Advisors, LLC History No change 9,730 4,019 0.73% 0.73% 409 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 9,739 3,988 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 03, 2026
Forvis Mazars Wealth Advisors, LLC History No change 9,636 3,945 0.07% 0.07% 411 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 9,617 3,938 0.11% 0.11% 412 0 0.0% Q2 2026 Aug 03, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 9,565 3,916 0.85% 0.85% 413 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 9,541 3,907 0.03% 0.03% 414 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 9,543 3,907 0.22% 0.22% 415 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 9,513 3,895 0.37% 0.37% 416 0 0.0% Q2 2026 Aug 14, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 9,506 3,892 0.94% 0.94% 417 0 0.0% Q2 2026 Aug 13, 2026
MEMBERS WEALTH LLC History No change 9,497 3,889 2.13% 2.13% 418 0 0.0% Q2 2026 Jul 09, 2026
OBSIDIAN CIO, LLC History No change 9,469 3,877 2.88% 2.88% 419 0 0.0% Q2 2026 Aug 03, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 9,446 3,868 0.64% 0.64% 420 0 0.0% Q2 2026 Jul 21, 2026
Ellis Investment Partners, LLC History No change 9,358 3,832 0.58% 0.58% 421 0 0.0% Q2 2026 Aug 05, 2026
StoryOne LLC History No change 9,116 3,733 1.76% 1.76% 422 0 0.0% Q2 2026 Jul 24, 2026
Ashford Advisors, LLC History No change 9,105 3,728 0.77% 0.77% 423 0 0.0% Q2 2026 Aug 06, 2026
WELCH & FORBES LLC History No change 9,037 3,700 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 30, 2026
LMCG INVESTMENTS, LLC History No change 8,998 3,684 0.2% 0.2% 425 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Financial Group, LLC History No change 8,962 3,669 1.16% 1.16% 426 0 0.0% Q3 2026 Oct 06, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 8,870 3,632 0.27% 0.27% 427 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 8,717 3,569 0.07% 0.07% 428 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 8,654 3,543 0.13% 0.13% 429 0 0.0% Q2 2026 Jul 17, 2026
Chevy Chase Trust Holdings, LLC History No change 8,497 3,479 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 14, 2026
First Western Trust Bank History No change 8,476 3,470 0.17% 0.17% 431 0 0.0% Q2 2026 Jul 29, 2026
Security Financial Services, INC. History No change 8,474 3,470 0.48% 0.48% 432 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 8,447 3,459 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 05, 2026
LCW Services, LLC History No change 8,433 3,453 1.5% 1.5% 434 0 0.0% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History No change 8,388 3,434 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 14, 2026
KM Capital Management Ltd. History No change 8,365 3,425 1.61% 1.61% 436 0 0.0% Q2 2026 Aug 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 8,364 3,425 2.8% 2.8% 437 0 0.0% Q2 2026 Jul 21, 2026
SEI INVESTMENTS CO History No change 8,344 3,416 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 8,296 3,413 0.99% 0.99% 439 0 0.0% Q2 2026 Jul 20, 2026
Squarepoint Ops LLC History No change 8,324 3,408 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 8,312 3,403 0.39% 0.39% 441 0 0.0% Q2 2026 Jul 10, 2026
Cranbrook Wealth Management, LLC History No change 8,229 3,369 0.63% 0.63% 442 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 8,202 3,358 0.22% 0.22% 443 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History No change 8,175 3,347 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 8,151 3,337 0.28% 0.28% 445 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 8,074 3,306 0.05% 0.05% 446 0 0.0% Q2 2026 Aug 10, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,066 3,303 0.14% 0.14% 447 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 8,043 3,293 0.06% 0.06% 448 0 0.0% Q2 2026 Jul 20, 2026
Fragasso Financial Advisors Inc History No change 8,035 3,290 0.17% 0.17% 449 0 0.0% Q2 2026 Jul 09, 2026
Vanguard National Trust Co History No change 8,011 3,280 0.18% 0.18% 450 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History No change 7,959 3,259 0.16% 0.16% 451 0 0.0% Q2 2026 Jul 28, 2026
Topel & Distasi Wealth Management, LLC History No change 7,934 3,248 1.57% 1.57% 452 0 0.0% Q2 2026 Aug 07, 2026
Box Hill Private Wealth LLC History Added to 7,744 3,222 2.34% 2.4% 453 +448 6.14% Q3 2026 Oct 05, 2026
Prosperity Consulting Group, LLC History No change 7,785 3,188 0.12% 0.12% 454 0 0.0% Q2 2026 Aug 13, 2026
Selby Wealth Management, LLC History No change 7,785 3,188 1.13% 1.13% 455 0 0.0% Q2 2026 Jul 09, 2026
TFC Financial Management, Inc. History No change 7,765 3,179 0.35% 0.35% 456 0 0.0% Q2 2026 Jul 23, 2026
Steward Partners Investment Advisory, LLC History No change 7,756 3,176 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 7,709 3,156 0.07% 0.07% 458 0 0.0% Q2 2026 Aug 14, 2026
Riverpoint Wealth Management Holdings, LLC History No change 7,675 3,142 0.58% 0.58% 459 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 7,630 3,124 0.05% 0.05% 460 0 0.0% Q2 2026 Aug 05, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 7,625 3,122 1.12% 1.12% 461 0 0.0% Q2 2026 Jul 21, 2026
EverSource Wealth Advisors, LLC History No change 7,609 3,115 0.1% 0.1% 462 0 0.0% Q2 2026 Jul 24, 2026
Center for Wealth Management Advisory History No change 7,599 3,111 1.95% 1.95% 463 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History No change 7,558 3,095 0.12% 0.12% 464 0 0.0% Q2 2026 Jul 16, 2026
ASSETMARK, INC History No change 7,540 3,087 0.01% 0.01% 465 0 0.0% Q2 2026 Jul 30, 2026
Russell Investments Group, Ltd. History No change 7,533 3,085 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 7,348 3,057 0.04% 0.04% 467 0 0.0% Q3 2026 Oct 05, 2026
Johnson Financial Group, LLC History No change 7,342 3,006 0.16% 0.16% 468 0 0.0% Q2 2026 Aug 06, 2026
Zhang Financial LLC History No change 7,265 2,975 0.09% 0.09% 469 0 0.0% Q2 2026 Jul 30, 2026
Kovack Advisors, Inc. History No change 7,198 2,943 0.14% 0.14% 470 0 0.0% Q2 2026 Jul 28, 2026
Gryphon Financial Partners LLC History No change 7,159 2,931 0.26% 0.26% 471 0 0.0% Q2 2026 Aug 05, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 7,143 2,925 0.87% 0.87% 472 0 0.0% Q2 2026 Jul 31, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,145 2,925 0.02% 0.02% 473 0 0.0% Q2 2026 Sep 23, 2026
Gemmer Asset Management LLC History No change 7,099 2,907 0.2% 0.2% 474 0 0.0% Q2 2026 Jul 15, 2026
BigSur Wealth Management LLC History No change 7,100 2,907 0.7% 0.7% 475 0 0.0% Q2 2026 Jul 14, 2026
SAGE FINANCIAL GROUP INC History No change 7,083 2,900 0.16% 0.16% 476 0 0.0% Q2 2026 Jul 21, 2026
Brand Asset Management Group, Inc. History No change 7,074 2,896 0.64% 0.64% 477 0 0.0% Q2 2026 Aug 12, 2026
DWR WEALTH MANAGEMENT, LLC History No change 7,117 2,891 2.16% 2.16% 478 0 0.0% Q2 2026 Jul 07, 2026
Foundation Wealth Management, LLC\PA History No change 6,979 2,857 0.86% 0.86% 479 0 0.0% Q2 2026 Jul 21, 2026
BEACON FINANCIAL GROUP History No change 6,916 2,832 0.26% 0.26% 480 0 0.0% Q2 2026 Jul 16, 2026
Accredited Investors Inc. History No change 6,915 2,831 0.12% 0.12% 481 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 6,912 2,830 0.03% 0.03% 482 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Management, Inc. History No change 6,883 2,818 0.86% 0.86% 483 0 0.0% Q2 2026 Jul 15, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 6,880 2,817 0.29% 0.29% 484 0 0.0% Q2 2026 Jul 24, 2026
FULTON BANK, N.A. History No change 6,881 2,817 0.09% 0.09% 485 0 0.0% Q2 2026 Jul 09, 2026
Lutz Financial Services LLC History No change 6,880 2,817 0.17% 0.17% 486 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Holdings Inc. History No change 6,849 2,804 0.22% 0.22% 487 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 6,843 2,802 0.24% 0.24% 488 0 0.0% Q2 2026 Aug 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 6,802 2,785 0.41% 0.41% 489 0 0.0% Q2 2026 Jul 10, 2026
McNamara Financial Services, Inc. History No change 6,785 2,778 0.48% 0.48% 490 0 0.0% Q2 2026 Jul 22, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 6,753 2,764 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 6,752 2,764 0.24% 0.24% 492 0 0.0% Q2 2026 Jul 20, 2026
CFM WEALTH PARTNERS LLC History No change 6,745 2,762 0.35% 0.35% 493 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 6,712 2,748 0.07% 0.07% 494 0 0.0% Q2 2026 Aug 05, 2026
Sellwood Investment Partners LLC History No change 6,690 2,739 0.97% 0.97% 495 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 6,668 2,730 0.04% 0.04% 496 0 0.0% Q2 2026 Aug 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,644 2,720 0.26% 0.26% 497 0 0.0% Q2 2026 Aug 11, 2026
Wick Capital Partners, LLC History No change 6,564 2,688 0.41% 0.41% 498 0 0.0% Q2 2026 Aug 14, 2026
TSA Wealth Managment LLC History No change 6,552 2,683 0.76% 0.76% 499 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 6,483 2,654 0.08% 0.08% 500 0 0.0% Q2 2026 Jul 27, 2026
LANDAAS & CO /WI /ADV History No change 6,476 2,651 0.48% 0.48% 501 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 6,475 2,651 0.17% 0.17% 502 0 0.0% Q2 2026 Jul 30, 2026
Eagle Bay Advisors LLC History No change 6,473 2,650 1.98% 1.98% 503 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 6,413 2,626 0.23% 0.23% 504 0 0.0% Q2 2026 Jul 09, 2026
ZWJ INVESTMENT COUNSEL INC History No change 6,372 2,609 0.08% 0.08% 505 0 0.0% Q2 2026 Jul 16, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 6,370 2,608 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 17, 2026
Broadview Financial Management, LLC History No change 6,370 2,608 1.59% 1.59% 507 0 0.0% Q2 2026 Aug 12, 2026
River Wealth Advisors LLC History No change 6,359 2,604 0.27% 0.27% 508 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 6,360 2,604 0.06% 0.06% 509 0 0.0% Q2 2026 Aug 03, 2026
Joel Isaacson & Co., LLC History No change 6,328 2,591 0.07% 0.07% 510 0 0.0% Q2 2026 Aug 04, 2026
FIRST CITIZENS BANK & TRUST CO History No change 6,319 2,587 0.04% 0.04% 511 0 0.0% Q2 2026 Jul 13, 2026
Genesee Capital Advisors, LLC History No change 6,290 2,575 0.81% 0.81% 512 0 0.0% Q2 2026 Aug 06, 2026
Essex Financial Services, Inc. History No change 6,275 2,569 0.13% 0.13% 513 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 6,258 2,562 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 6,236 2,553 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 24, 2026
GenWealth Group, Inc. History No change 6,229 2,550 0.4% 0.4% 516 0 0.0% Q2 2026 Jul 10, 2026
SVB WEALTH LLC History No change 6,211 2,543 0.16% 0.16% 517 0 0.0% Q2 2026 Jul 17, 2026
Sightline Wealth Advisors, LLC History No change 6,209 2,542 0.93% 0.93% 518 0 0.0% Q2 2026 Jul 22, 2026
Allegheny Financial Group History No change 6,195 2,537 0.27% 0.27% 519 0 0.0% Q2 2026 Jul 22, 2026
HighPoint Advisor Group LLC History No change 6,191 2,535 0.09% 0.09% 520 0 0.0% Q2 2026 Aug 05, 2026
Vision Capital Management, Inc. History No change 6,146 2,516 0.29% 0.29% 521 0 0.0% Q2 2026 Aug 10, 2026
Nadler Financial Group, Inc. History No change 6,111 2,502 0.21% 0.21% 522 0 0.0% Q2 2026 Jul 29, 2026
Rossmore Private Capital History No change 6,095 2,495 0.2% 0.2% 523 0 0.0% Q2 2026 Jul 31, 2026
NorthCrest Asset Manangement, LLC History No change 6,019 2,477 0.06% 0.06% 524 0 0.0% Q2 2026 Jul 15, 2026
Plum Street Advisors, LLC History No change 6,043 2,474 0.79% 0.79% 525 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,008 2,460 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 14, 2026
ZENITH SOLUTIONS, INC. History No change 5,998 2,455 2.22% 2.22% 527 0 0.0% Q2 2026 Aug 03, 2026
Smithfield Trust Co History No change 5,967 2,444 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 05, 2026
Bawa N Mallick Trust History No change 5,960 2,440 0.79% 0.79% 529 0 0.0% Q2 2026 Aug 14, 2026
SCHARF INVESTMENTS, LLC History No change 5,956 2,439 0.08% 0.08% 530 0 0.0% Q2 2026 Jul 10, 2026
GenTrust, LLC History No change 5,942 2,433 0.09% 0.09% 531 0 0.0% Q2 2026 Aug 06, 2026
Mesirow Financial Investment Management, Inc. History No change 5,923 2,426 0.04% 0.04% 532 0 0.0% Q2 2026 Jul 22, 2026
CAPITAL CITY TRUST CO/FL History No change 5,884 2,409 0.5% 0.5% 533 0 0.0% Q2 2026 Aug 04, 2026
Truepoint, Inc. History No change 5,858 2,398 0.05% 0.05% 534 0 0.0% Q2 2026 Jul 31, 2026
Horst & Graben Wealth Management LLC History No change 5,797 2,370 0.31% 0.31% 535 0 0.0% Q2 2026 Jul 22, 2026
One Wealth Advisors, LLC History No change 5,784 2,368 0.26% 0.26% 536 0 0.0% Q2 2026 Aug 06, 2026
Manchester Capital Management LLC History No change 5,780 2,366 0.31% 0.31% 537 0 0.0% Q2 2026 Aug 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 5,779 2,366 0.21% 0.21% 538 0 0.0% Q2 2026 Jul 23, 2026
Berman McAleer LLC History No change 5,769 2,362 0.27% 0.27% 539 0 0.0% Q2 2026 Jul 16, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 5,709 2,337 0.37% 0.37% 540 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 5,702 2,334 0.03% 0.03% 541 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 5,657 2,316 0.11% 0.11% 542 0 0.0% Q2 2026 Aug 14, 2026
Auour Investments LLC History No change 5,537 2,267 0.65% 0.65% 543 0 0.0% Q2 2026 Jul 21, 2026
Meramec Financial Planners, LLC History No change 5,602 2,265 0.83% 0.83% 544 0 0.0% Q2 2026 Jul 28, 2026
Almanack Investment Partners, LLC. History No change 5,513 2,257 0.29% 0.29% 545 0 0.0% Q2 2026 Jul 30, 2026
Capital Asset Advisory Services LLC History No change 5,510 2,256 0.08% 0.08% 546 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,510 2,256 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 28, 2026
ADE, LLC History No change 5,487 2,246 0.95% 0.95% 548 0 0.0% Q2 2026 Aug 04, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 5,468 2,239 0.72% 0.72% 549 0 0.0% Q2 2026 Jul 24, 2026
Layline Advisors, LLC History No change 5,457 2,234 2.0% 2.0% 550 0 0.0% Q2 2026 Aug 20, 2026
TSFG, LLC History No change 5,447 2,231 0.28% 0.28% 551 0 0.0% Q2 2026 Jul 23, 2026
Ardent Capital Management, Inc. History No change 5,427 2,222 0.92% 0.92% 552 0 0.0% Q2 2026 Jul 20, 2026
Fiera Capital Corp History No change 5,388 2,206 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 5,382 2,204 0.18% 0.18% 554 0 0.0% Q2 2026 Aug 14, 2026
Aspen Investment Management Inc History No change 5,369 2,199 0.59% 0.59% 555 0 0.0% Q2 2026 Jul 17, 2026
SC&H Financial Advisors, Inc. History No change 5,280 2,162 0.29% 0.29% 556 0 0.0% Q2 2026 Aug 04, 2026
Headlands Technologies LLC History No change 5,231 2,142 0.23% 0.23% 557 0 0.0% Q2 2026 Aug 12, 2026
Talisman Wealth Advisors LLC History No change 5,223 2,138 1.59% 1.59% 558 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,407 2,137 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 06, 2026
Keebeck Wealth Management History No change 5,201 2,129 0.21% 0.21% 560 0 0.0% Q2 2026 Aug 11, 2026
AVISO WEALTH MANAGEMENT History No change 5,200 2,129 0.73% 0.73% 561 0 0.0% Q2 2026 Aug 04, 2026
Lunt Capital Management, Inc. History No change 5,193 2,126 0.78% 0.78% 562 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 5,178 2,120 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 18, 2026
EASTERN BANK History Reduced 5,078 2,113 0.03% 0.03% 564 -116 -2.23% Q3 2026 Oct 05, 2026
Livet Wealth, LLC History No change 5,153 2,110 1.22% 1.22% 565 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 5,144 2,106 0.08% 0.08% 566 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 5,127 2,099 0.03% 0.03% 567 0 0.0% Q2 2026 Aug 07, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 5,120 2,096 0.42% 0.42% 568 0 0.0% Q2 2026 Jul 22, 2026
Landmark Wealth Management, LLC History No change 5,110 2,092 0.5% 0.5% 569 0 0.0% Q2 2026 Aug 10, 2026
Carrera Capital Advisors History No change 5,088 2,083 0.31% 0.31% 570 0 0.0% Q2 2026 Aug 03, 2026
Crestmont Private Wealth LLC History No change 5,078 2,079 0.58% 0.58% 571 0 0.0% Q2 2026 Aug 07, 2026
Morton Capital Management LLC/CA History No change 5,039 2,063 0.28% 0.28% 572 0 0.0% Q2 2026 Jul 23, 2026
Simmons Bank History No change 4,989 2,042 0.12% 0.12% 573 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 4,950 2,027 0.06% 0.06% 574 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 4,924 2,016 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 04, 2026
Cypress Wealth Services, LLC History No change 4,911 2,011 0.25% 0.25% 576 0 0.0% Q2 2026 Jul 10, 2026
Focus Financial Network, Inc. History No change 4,867 1,993 0.06% 0.06% 577 0 0.0% Q2 2026 Jul 09, 2026
WESBANCO BANK INC History No change 4,866 1,992 0.05% 0.05% 578 0 0.0% Q2 2026 Jul 28, 2026
Detalus Advisors, LLC History No change 4,852 1,986 0.39% 0.39% 579 0 0.0% Q2 2026 Jul 27, 2026
Paul R. Ried Financial Group, LLC History No change 4,832 1,978 0.86% 0.86% 580 0 0.0% Q2 2026 Jul 06, 2026
Facet Wealth, Inc. History No change 4,818 1,972 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 27, 2026
Asempa Wealth Advisors History Reduced 4,711 1,964 1.5% 1.58% 583 -458 -8.86% Q3 2026 Oct 07, 2026
17 CAPITAL PARTNERS, LLC History No change 4,797 1,964 0.88% 0.88% 582 0 0.0% Q2 2026 Aug 06, 2026
Westmount Partners, LLC History No change 4,776 1,955 0.43% 0.43% 584 0 0.0% Q2 2026 Jul 07, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 4,774 1,954 0.19% 0.19% 585 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 4,772 1,954 0.06% 0.06% 586 0 0.0% Q2 2026 Aug 06, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 4,773 1,954 1.74% 1.74% 587 0 0.0% Q2 2026 Aug 05, 2026
Legacy Edge Advisors, LLC History No change 4,763 1,950 0.18% 0.18% 588 0 0.0% Q2 2026 Aug 11, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 4,760 1,949 0.71% 0.71% 589 0 0.0% Q2 2026 Aug 07, 2026
Procyon Advisors, LLC History No change 4,748 1,944 0.08% 0.08% 590 0 0.0% Q2 2026 Jul 09, 2026
Wedmont Private Capital History No change 4,708 1,944 0.05% 0.05% 591 0 0.0% Q2 2026 Jul 13, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 4,670 1,943 0.99% 0.97% 592 +8 0.17% Q3 2026 Oct 01, 2026
Finley Financial, LLC History No change 4,745 1,943 0.78% 0.78% 593 0 0.0% Q2 2026 Jul 08, 2026
Greenspring Advisors, LLC History No change 4,722 1,933 0.11% 0.11% 594 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 4,664 1,909 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 11, 2026
Hoxton Planning & Management, LLC History No change 4,643 1,901 0.5% 0.5% 596 0 0.0% Q2 2026 Jul 16, 2026
Parisi Gray Wealth Management History No change 4,621 1,892 0.39% 0.39% 597 0 0.0% Q2 2026 Jul 09, 2026
Range Advisory, LLC History No change 4,612 1,888 0.22% 0.22% 598 0 0.0% Q2 2026 Sep 02, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,597 1,882 0.65% 0.65% 599 0 0.0% Q2 2026 Jul 07, 2026
Roundview Capital LLC History No change 4,570 1,871 0.1% 0.1% 600 0 0.0% Q2 2026 Jul 30, 2026
Advisor Resource Council History No change 4,539 1,858 0.52% 0.52% 601 0 0.0% Q2 2026 Jul 28, 2026
Frank, Rimerman Advisors LLC History No change 4,535 1,857 0.11% 0.11% 602 0 0.0% Q2 2026 Jul 27, 2026
GRANDFIELD & DODD, LLC History No change 4,523 1,852 0.1% 0.1% 603 0 0.0% Q2 2026 Aug 07, 2026
Sharkey, Howes & Javer History No change 4,517 1,849 0.22% 0.22% 604 0 0.0% Q2 2026 Jul 09, 2026
MidFirst Bank History No change 4,504 1,844 0.13% 0.13% 605 0 0.0% Q2 2026 Aug 07, 2026
EQ LLC History No change 4,467 1,829 0.45% 0.45% 606 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 4,458 1,825 0.1% 0.1% 607 0 0.0% Q2 2026 Aug 04, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 4,360 1,814 0.42% 0.44% 608 -50 -1.13% Q3 2026 Oct 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,421 1,810 0.07% 0.07% 609 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER & CO INC History No change 4,413 1,807 0.02% 0.02% 610 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History No change 4,381 1,794 0.06% 0.06% 611 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,331 1,773 0.01% 0.01% 612 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 4,550 1,767 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 13, 2026
Peck Wealth Management, LLC History No change 4,291 1,757 1.48% 1.48% 614 0 0.0% Q2 2026 Jul 31, 2026
Certified Advisory Corp History No change 4,278 1,751 0.14% 0.14% 615 0 0.0% Q2 2026 Jul 16, 2026
Balance Wealth Partners LLC History No change 4,261 1,744 0.46% 0.46% 616 0 0.0% Q2 2026 Jul 21, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,244 1,737 0.13% 0.13% 617 0 0.0% Q2 2026 Jul 28, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 4,224 1,729 0.53% 0.53% 618 0 0.0% Q2 2026 Jul 29, 2026
LaSalle St. Investment Advisors, LLC History No change 4,224 1,729 0.21% 0.21% 619 0 0.0% Q2 2026 Aug 11, 2026
True North Advisors, LLC History No change 4,219 1,727 0.17% 0.17% 620 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Wealth, LLC History No change 4,167 1,706 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 10, 2026
Callan Family Office, LLC History No change 4,130 1,691 0.03% 0.03% 622 0 0.0% Q2 2026 Aug 11, 2026
Bluespring Wealth Management, LLC History No change 4,128 1,690 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 4,148 1,677 0.03% 0.03% 624 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,148 1,677 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 4,093 1,676 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 15, 2026
Fifth Third Wealth Advisors LLC History No change 4,089 1,674 0.05% 0.05% 627 0 0.0% Q2 2026 Jul 17, 2026
AdvisorNet Financial, Inc History No change 4,049 1,657 0.08% 0.08% 628 0 0.0% Q2 2026 Jul 23, 2026
FSM Wealth Advisors, LLC History No change 4,049 1,657 0.18% 0.18% 629 0 0.0% Q2 2026 Jul 15, 2026
NICOLET BANKSHARES INC History No change 3,994 1,638 0.05% 0.05% 630 0 0.0% Q2 2026 Aug 11, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 3,991 1,634 0.85% 0.85% 631 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisors, LLC History No change 3,983 1,631 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 06, 2026
Neumann Capital Management, LLC History No change 3,978 1,628 1.08% 1.08% 633 0 0.0% Q2 2026 Jul 10, 2026
McCarthy Asset Management, Inc. History No change 3,939 1,612 0.76% 0.76% 634 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 3,928 1,608 0.16% 0.16% 635 0 0.0% Q2 2026 Jul 21, 2026
One Capital Management, LLC History No change 4,477 1,596 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 13, 2026
EQUITABLE TRUST CO History No change 3,896 1,595 0.07% 0.07% 637 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 3,896 1,595 0.04% 0.04% 638 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 3,887 1,592 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 3,880 1,588 0.26% 0.26% 640 0 0.0% Q2 2026 Jul 24, 2026
Balentine LLC History No change 3,868 1,583 0.06% 0.06% 641 0 0.0% Q2 2026 Aug 06, 2026
James J. Burns & Company, LLC History No change 3,863 1,581 0.17% 0.17% 642 0 0.0% Q2 2026 Aug 06, 2026
Tanager Wealth Management LLP History No change 3,850 1,576 0.14% 0.14% 643 0 0.0% Q2 2026 Jul 23, 2026
EAGLE WEALTH STRATEGIES LLC History No change 3,834 1,570 0.6% 0.6% 644 0 0.0% Q2 2026 Jul 09, 2026
Kendall Capital Management History No change 3,818 1,563 0.26% 0.26% 645 0 0.0% Q2 2026 Aug 12, 2026
LEE DANNER & BASS INC History No change 3,760 1,539 0.09% 0.09% 646 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 3,740 1,531 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History No change 3,728 1,526 0.04% 0.04% 648 0 0.0% Q2 2026 Jul 31, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 3,684 1,508 0.1% 0.1% 649 0 0.0% Q2 2026 Jul 20, 2026
Ellevest, Inc. History No change 3,945 1,507 0.18% 0.18% 650 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 3,667 1,502 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 24, 2026
Abundance Wealth Counselors History No change 3,654 1,496 0.1% 0.1% 652 0 0.0% Q2 2026 Jul 23, 2026
ASL Financial, LLC History No change 3,650 1,494 1.05% 1.05% 653 0 0.0% Q2 2026 Jul 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3,641 1,490 1.03% 1.03% 654 0 0.0% Q2 2026 Jul 24, 2026
Valmark Advisers, Inc. History No change 3,626 1,484 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 06, 2026
STABLEFORD CAPITAL II LLC History No change 3,622 1,483 0.51% 0.51% 656 0 0.0% Q2 2026 Jul 06, 2026
Cypress Capital Group History No change 3,620 1,482 0.14% 0.14% 657 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 3,596 1,472 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 3,600 1,471 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 27, 2026
Brookstone Capital Management History No change 3,589 1,469 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 15, 2026
Hilltop National Bank History No change 3,568 1,461 0.31% 0.31% 661 0 0.0% Q2 2026 Jul 01, 2026
Heritage Wealth Advisors History No change 3,548 1,452 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 14, 2026
Whitegate Investment Counselors, Inc. History No change 3,543 1,450 0.41% 0.41% 663 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 3,546 1,449 0.1% 0.1% 664 0 0.0% Q2 2026 Jul 16, 2026
W.H. Cornerstone Investments Inc. History No change 3,527 1,444 0.82% 0.82% 665 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 3,509 1,436 0.09% 0.09% 666 0 0.0% Q2 2026 Aug 12, 2026
Decker Wealth Management LLC History No change 3,463 1,418 0.3% 0.3% 667 0 0.0% Q2 2026 Jul 30, 2026
Pathway Financial Advisors LLC History No change 3,400 1,414 0.16% 0.16% 668 0 0.0% Q3 2026 Oct 07, 2026
PlanVest Financial, Inc History No change 3,424 1,402 0.94% 0.94% 669 0 0.0% Q2 2026 Aug 10, 2026
Harbor Asset Planning, Inc. History No change 3,409 1,396 1.05% 1.05% 670 0 0.0% Q2 2026 Jul 22, 2026
Optimist Retirement Group LLC History No change 3,407 1,395 0.54% 0.54% 671 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 3,400 1,392 0.1% 0.1% 672 0 0.0% Q2 2026 Aug 11, 2026
Choate Investment Advisors History No change 3,391 1,388 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 11, 2026
Montecito Bank & Trust History Reduced 3,334 1,387 0.21% 0.2% 674 -10 -0.3% Q3 2026 Oct 01, 2026
Simplicity Wealth,LLC History No change 3,386 1,386 0.05% 0.05% 675 0 0.0% Q2 2026 Aug 06, 2026
WealthPlan Investment Management, LLC History No change 3,384 1,385 0.07% 0.07% 676 0 0.0% Q2 2026 Jul 28, 2026
Denver PWM, LLC History No change 3,255 1,384 0.45% 0.45% 677 0 0.0% Q2 2026 Aug 17, 2026
OFC FINANCIAL PLANNING, LLC History No change 3,381 1,384 1.23% 1.23% 678 0 0.0% Q2 2026 Aug 05, 2026
McAdam, LLC History No change 3,374 1,381 0.05% 0.05% 679 0 0.0% Q2 2026 Aug 04, 2026
Bollard Group LLC History No change 3,344 1,369 0.04% 0.04% 680 0 0.0% Q2 2026 Aug 12, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,331 1,364 0.34% 0.34% 681 0 0.0% Q2 2026 Jul 20, 2026
PATTEN & PATTEN INC/TN History No change 3,329 1,363 0.07% 0.07% 682 0 0.0% Q2 2026 Aug 05, 2026
Vawter Financial, Ltd. History No change 3,319 1,359 0.51% 0.51% 683 0 0.0% Q2 2026 Jul 24, 2026
Legacy Private Trust Co. History No change 3,264 1,358 0.07% 0.07% 684 0 0.0% Q3 2026 Oct 06, 2026
TI-TRUST, INC History No change 3,317 1,358 0.73% 0.73% 685 0 0.0% Q2 2026 Jul 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 3,286 1,345 0.1% 0.1% 686 0 0.0% Q2 2026 Jul 16, 2026
REGIMEN WEALTH, LLC History No change 3,255 1,332 0.36% 0.36% 687 0 0.0% Q2 2026 Aug 05, 2026
LOWE BROCKENBROUGH & CO INC History No change 3,235 1,324 0.06% 0.06% 688 0 0.0% Q2 2026 Aug 03, 2026
DHJJ Financial Advisors, Ltd. History No change 3,228 1,322 0.38% 0.38% 689 0 0.0% Q2 2026 Jul 24, 2026
Polaris Investment Advisors, LLC History No change 3,225 1,320 0.85% 0.85% 690 0 0.0% Q2 2026 Jul 09, 2026
Meridian Wealth Advisors, LLC History No change 3,190 1,306 0.15% 0.15% 691 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,172 1,299 0.01% 0.01% 692 0 0.0% Q2 2026 Jul 28, 2026
Note Advisors, LLC History No change 3,165 1,296 0.56% 0.56% 693 0 0.0% Q2 2026 Aug 14, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 3,145 1,287 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 12, 2026
Wealth Architects, LLC History No change 3,121 1,278 0.1% 0.1% 695 0 0.0% Q2 2026 Jul 23, 2026
WATERS PARKERSON & CO., LLC History No change 3,110 1,273 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 30, 2026
Heartwood Wealth Advisors LLC History No change 3,055 1,271 0.1% 0.1% 697 0 0.0% Q3 2026 Oct 05, 2026
Benchmark Financial Wealth Advisors, LLC History No change 3,101 1,269 0.31% 0.31% 698 0 0.0% Q2 2026 Jul 17, 2026
Mittelman Wealth Management History No change 1,972 1,268 0.84% 0.84% 699 0 0.0% Q2 2026 Aug 06, 2026
PRAIRIE ADVISORY, LLC History No change 3,094 1,267 0.3% 0.3% 700 0 0.0% Q2 2026 Jul 20, 2026
SPINNAKER TRUST History No change 3,092 1,266 0.06% 0.06% 701 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 3,084 1,262 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 13, 2026
Waterfront Wealth Inc. History No change 3,047 1,258 0.19% 0.19% 703 0 0.0% Q2 2026 Jul 30, 2026
Rockwood Wealth Management, LLC History No change 3,071 1,257 0.08% 0.08% 704 0 0.0% Q2 2026 Jul 13, 2026
Wealthquest Corp History No change 3,058 1,252 0.08% 0.08% 705 0 0.0% Q2 2026 Jul 23, 2026
CORTLAND ASSOCIATES INC/MO History No change 3,038 1,244 0.18% 0.18% 706 0 0.0% Q2 2026 Jul 28, 2026
Tassel Capital Management, Inc. History No change 3,016 1,235 0.58% 0.58% 707 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 2,987 1,223 0.12% 0.12% 708 0 0.0% Q2 2026 Jul 16, 2026
Praetorian Wealth Management, Inc. History No change 2,985 1,222 0.21% 0.21% 709 0 0.0% Q2 2026 Jul 07, 2026
HM PAYSON & CO History No change 2,972 1,217 0.02% 0.02% 710 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisors, LLC History No change 2,974 1,217 0.17% 0.17% 711 0 0.0% Q2 2026 Jul 22, 2026
McClarren Financial Advisors, Inc. History No change 2,970 1,216 0.63% 0.63% 712 0 0.0% Q2 2026 Jul 17, 2026
BLB&B Advisors, LLC History No change 2,962 1,212 0.04% 0.04% 713 0 0.0% Q2 2026 Aug 05, 2026
INSTRUMENTAL WEALTH, LLC History No change 2,960 1,212 0.61% 0.61% 714 0 0.0% Q2 2026 Jul 16, 2026
OFS Enterprise LLC History No change 2,959 1,211 0.31% 0.31% 715 0 0.0% Q2 2026 Jul 08, 2026
Biondo Investment Advisors, LLC History No change 2,943 1,205 0.15% 0.15% 716 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 2,946 1,205 0.05% 0.05% 717 0 0.0% Q2 2026 Jul 20, 2026
FIRST NATIONAL BANK OF OMAHA History No change 2,945 1,201 0.03% 0.03% 718 0 0.0% Q2 2026 Aug 07, 2026
JHP Wealth Management, LLC History No change 2,933 1,201 0.98% 0.98% 719 0 0.0% Q2 2026 Jul 30, 2026
GREENLEAF TRUST History No change 2,932 1,200 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,929 1,199 0.11% 0.11% 721 0 0.0% Q2 2026 Aug 07, 2026
CJM Wealth Advisers, Ltd. History No change 2,926 1,198 0.31% 0.31% 722 0 0.0% Q2 2026 Jul 17, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 2,925 1,197 0.5% 0.5% 723 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 2,912 1,192 0.05% 0.05% 724 0 0.0% Q2 2026 Jul 20, 2026
COZAD ASSET MANAGEMENT INC History No change 2,904 1,188 0.08% 0.08% 725 0 0.0% Q2 2026 Aug 14, 2026
ATLas Financial Planning LLC History No change 2,900 1,187 0.96% 0.96% 726 0 0.0% Q2 2026 Jul 22, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 2,839 1,162 0.28% 0.28% 727 0 0.0% Q2 2026 Jul 09, 2026
WEST PACES ADVISORS INC. History No change 2,840 1,162 0.19% 0.19% 728 0 0.0% Q2 2026 Jul 17, 2026
Legacy Trust History No change 2,825 1,156 0.2% 0.2% 729 0 0.0% Q2 2026 Jul 31, 2026
Pallas Capital Advisors LLC History No change 2,805 1,148 0.04% 0.04% 730 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 2,795 1,144 0.02% 0.02% 731 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 2,792 1,143 0.06% 0.06% 732 0 0.0% Q2 2026 Aug 14, 2026
SEMITAM BONAM LLC History No change 2,787 1,141 0.84% 0.84% 733 0 0.0% Q2 2026 Jul 24, 2026
Pacific Park Financial, Inc. History No change 2,780 1,138 0.66% 0.66% 734 0 0.0% Q2 2026 Jul 21, 2026
Independence Bank of Kentucky History No change 2,770 1,134 0.13% 0.13% 735 0 0.0% Q2 2026 Jul 13, 2026
KICKSTAND VENTURES, LLC. History No change 2,767 1,133 0.21% 0.21% 736 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 2,762 1,131 0.02% 0.02% 737 0 0.0% Q2 2026 Aug 14, 2026
Segment Wealth Management, LLC History No change 2,745 1,124 0.06% 0.06% 738 0 0.0% Q2 2026 Jul 16, 2026
Hamilton Wealth, LLC History No change 2,745 1,124 0.21% 0.21% 739 0 0.0% Q2 2026 Aug 06, 2026
LGL PARTNERS, LLC History No change 2,710 1,109 0.41% 0.41% 740 0 0.0% Q2 2026 Jul 27, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 2,707 1,108 0.3% 0.3% 741 0 0.0% Q2 2026 Jul 16, 2026
Boston Trust Walden Corp History No change 2,705 1,107 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 24, 2026
FIRST NATIONAL TRUST CO History No change 2,700 1,105 0.04% 0.04% 743 0 0.0% Q2 2026 Jul 30, 2026
HTG Investment Advisors, Inc. History No change 2,696 1,104 0.28% 0.28% 744 0 0.0% Q2 2026 Aug 06, 2026
Hemenway Trust Co LLC History No change 2,689 1,101 0.08% 0.08% 745 0 0.0% Q2 2026 Aug 10, 2026
Stordahl Capital Management, Inc. History No change 2,691 1,101 0.2% 0.2% 746 0 0.0% Q2 2026 Jul 14, 2026
Northstar Group, Inc. History No change 2,662 1,090 0.14% 0.14% 747 0 0.0% Q2 2026 Aug 03, 2026
NorthCoast Asset Management LLC History No change 2,644 1,083 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 12, 2026
Shepherd Financial Partners LLC History No change 2,627 1,075 0.09% 0.09% 749 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 2,625 1,074 0.05% 0.05% 750 0 0.0% Q2 2026 Jul 23, 2026
Signal Advisors Wealth, LLC History No change 2,602 1,065 0.05% 0.05% 751 0 0.0% Q2 2026 Aug 04, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,598 1,064 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 27, 2026
Warren Street Wealth Advisors, LLC History No change 2,599 1,064 0.24% 0.24% 753 0 0.0% Q2 2026 Jul 22, 2026
Patten Group, Inc. History No change 2,590 1,060 0.16% 0.16% 754 0 0.0% Q2 2026 Aug 06, 2026
RMR Wealth Builders History No change 2,588 1,059 0.07% 0.07% 755 0 0.0% Q2 2026 Jul 24, 2026
MYCIO WEALTH PARTNERS, LLC History No change 2,582 1,057 0.2% 0.2% 756 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 2,565 1,050 0.06% 0.06% 757 0 0.0% Q2 2026 Aug 10, 2026
ROCKLAND TRUST CO History No change 2,519 1,048 0.04% 0.04% 758 0 0.0% Q3 2026 Oct 05, 2026
IHT Wealth Management, LLC History No change 2,547 1,043 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 14, 2026
Falcon Wealth Planning History No change 2,531 1,036 0.07% 0.07% 760 0 0.0% Q2 2026 Jul 13, 2026
Syverson Strege & Co History No change 2,529 1,035 0.23% 0.23% 761 0 0.0% Q2 2026 Aug 06, 2026
Tranquility Partners, LLC History No change 2,529 1,035 0.36% 0.36% 762 0 0.0% Q2 2026 Jul 23, 2026
ONE Advisory Partners, LLC History No change 2,521 1,032 0.28% 0.28% 763 0 0.0% Q2 2026 Jul 21, 2026
5T Wealth, LLC History No change 2,519 1,031 0.38% 0.38% 764 0 0.0% Q2 2026 Jul 21, 2026
Willis Johnson & Associates, Inc. History No change 2,514 1,029 0.06% 0.06% 765 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,504 1,025 0.07% 0.07% 766 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 2,498 1,022 0.82% 0.82% 767 0 0.0% Q2 2026 Aug 28, 2026
Moran Wealth Management, LLC History No change 2,484 1,017 0.03% 0.03% 768 0 0.0% Q2 2026 Aug 05, 2026
GQG Partners LLC History No change 2,481 1,016 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 12, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 2,470 1,011 0.33% 0.33% 770 0 0.0% Q2 2026 Jul 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,424 1,008 0.03% 0.03% 771 -141 -5.5% Q3 2026 Oct 05, 2026
Crews Bank & Trust History No change 2,461 1,007 0.13% 0.13% 772 0 0.0% Q2 2026 Jul 16, 2026
TritonPoint Partners, LLC History No change 2,448 1,002 0.08% 0.08% 773 0 0.0% Q2 2026 Aug 13, 2026
ShoreHaven Wealth Partners, LLC History No change 2,446 1,001 0.31% 0.31% 774 0 0.0% Q2 2026 Jul 14, 2026
Tradition Wealth Management, LLC History No change 2,437 997 0.06% 0.06% 775 0 0.0% Q2 2026 Aug 11, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 2,428 994 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 14, 2026
Steelhead Wealth Management LLC History No change 2,428 994 0.4% 0.4% 777 0 0.0% Q2 2026 Aug 13, 2026
Optivise Advisory Services LLC History No change 2,426 993 0.5% 0.5% 778 0 0.0% Q2 2026 Jul 13, 2026
PACIFIC FINANCIAL GROUP INC History No change 2,421 991 0.48% 0.48% 779 0 0.0% Q2 2026 Aug 13, 2026
SFMG, LLC History No change 2,416 989 0.06% 0.06% 780 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,412 987 0.06% 0.06% 781 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advisors LLC History No change 2,409 986 0.22% 0.22% 782 0 0.0% Q2 2026 Jul 28, 2026
Kelman-Lazarov, Inc. History No change 2,403 984 0.13% 0.13% 783 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 2,396 981 0.06% 0.06% 784 0 0.0% Q2 2026 Aug 11, 2026
Gutierrez Wealth Advisory, LLC History No change 2,389 978 0.57% 0.57% 785 0 0.0% Q2 2026 Aug 03, 2026
Banque Transatlantique SA History No change 2,386 977 0.02% 0.02% 786 0 0.0% Q2 2026 Jul 30, 2026
PENNEY FINANCIAL, LLC History No change 2,380 974 0.34% 0.34% 787 0 0.0% Q2 2026 Jul 22, 2026
LCNB CORP History No change 2,365 968 0.3% 0.3% 788 0 0.0% Q2 2026 Aug 10, 2026
MAYPORT, LLC History No change 2,352 963 0.15% 0.15% 789 0 0.0% Q2 2026 Aug 07, 2026
NWF Advisory Services Inc. History No change 2,351 962 0.09% 0.09% 790 0 0.0% Q2 2026 Jul 29, 2026
Annex Advisory Services, LLC History No change 2,346 960 0.02% 0.02% 791 0 0.0% Q2 2026 Jul 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,346 960 0.13% 0.13% 792 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History Added to 2,302 957 0.51% 0.51% 793 +28 1.23% Q3 2026 Oct 07, 2026
Topsail Wealth Management, LLC History No change 2,334 955 0.12% 0.12% 794 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 2,322 950 0.02% 0.02% 795 0 0.0% Q2 2026 Jul 30, 2026
Stronghold Wealth Management L.L.C. History No change 2,322 950 1.27% 1.27% 796 0 0.0% Q2 2026 Jul 24, 2026
ENZI WEALTH History No change 2,292 943 0.3% 0.3% 797 0 0.0% Q2 2026 Jul 15, 2026
Vontobel Holding Ltd. History No change 2,300 941 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 03, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 2,299 941 0.32% 0.32% 799 0 0.0% Q2 2026 Aug 13, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 2,629 937 0.53% 0.53% 800 0 0.0% Q2 2026 Aug 19, 2026
Old North State Wealth Management, LLC History No change 2,285 936 0.4% 0.4% 801 0 0.0% Q2 2026 Jul 17, 2026
Graver Capital Management, LLC History No change 2,286 936 0.67% 0.67% 802 0 0.0% Q2 2026 Aug 07, 2026
Soundwatch Capital LLC History No change 2,285 935 0.1% 0.1% 803 0 0.0% Q2 2026 Aug 13, 2026
Next Level Private LLC History No change 2,268 928 0.18% 0.18% 804 0 0.0% Q2 2026 Jul 09, 2026
Palatine Hill Wealth Management, LLC History No change 2,247 920 0.74% 0.74% 805 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,240 917 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 14, 2026
Westbourne Investment Advisors, Inc. History No change 2,240 917 0.25% 0.25% 807 0 0.0% Q2 2026 Jul 27, 2026
Harbor Group, Inc. History No change 2,226 911 0.11% 0.11% 808 0 0.0% Q2 2026 Jul 22, 2026
Fairvoy Private Wealth, LLC History No change 2,227 911 0.18% 0.18% 809 0 0.0% Q2 2026 Jul 17, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,205 903 0.08% 0.08% 810 0 0.0% Q2 2026 Jul 14, 2026
BSW Wealth Partners History No change 2,197 899 0.1% 0.1% 811 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 2,195 898 0.06% 0.06% 812 0 0.0% Q2 2026 Jul 27, 2026
Synergy Investment Management, LLC History No change 2,194 898 0.22% 0.22% 813 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 2,171 888 0.13% 0.13% 814 0 0.0% Q2 2026 Jul 22, 2026
Gilliland Jeter Wealth Management LLC History No change 2,162 885 0.23% 0.23% 815 0 0.0% Q2 2026 Jul 29, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 2,157 883 0.11% 0.11% 816 0 0.0% Q2 2026 Jul 20, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,115 866 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 13, 2026
Portland Global Advisors LLC History No change 2,117 866 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 13, 2026
JB Capital LLC History No change 2,116 866 0.03% 0.03% 819 0 0.0% Q2 2026 Jul 29, 2026
IFS Advisors, LLC History No change 2,102 860 0.41% 0.41% 820 0 0.0% Q2 2026 Aug 10, 2026
STALEY CAPITAL ADVISERS INC History No change 2,100 859 0.03% 0.03% 821 0 0.0% Q2 2026 Aug 11, 2026
Aviance Capital Partners, LLC History No change 2,099 859 0.09% 0.09% 822 0 0.0% Q2 2026 Jul 30, 2026
Towneley Capital Management, Inc / DE History No change 2,096 858 0.17% 0.17% 823 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Advisor Solutions LLC History No change 2,089 855 0.02% 0.02% 824 0 0.0% Q2 2026 Jul 07, 2026
Claro Advisors Inc. History No change 2,069 847 0.09% 0.09% 825 0 0.0% Q2 2026 Jul 30, 2026
3 FACTOR INDEXING, LLC History No change 2,062 844 0.71% 0.71% 826 0 0.0% Q2 2026 Jul 08, 2026
SAX WEALTH ADVISORS, LLC History No change 2,363 842 0.03% 0.03% 827 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ALLIANCE, LLC History No change 2,056 841 0.07% 0.07% 828 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 2,053 840 0.02% 0.02% 829 0 0.0% Q2 2026 Jul 31, 2026
HEADINVEST, LLC History No change 2,050 839 0.16% 0.16% 830 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 2,047 838 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 2,038 835 0.03% 0.03% 832 0 0.0% Q2 2026 Aug 17, 2026
Acorn Wealth Advisors, LLC History No change 2,038 834 0.2% 0.2% 833 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Wealth Management, LLC History No change 2,031 831 0.04% 0.04% 834 0 0.0% Q2 2026 Jul 22, 2026
VANGUARD ADVISERS INC History No change 2,027 830 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 2,019 826 0.03% 0.03% 836 0 0.0% Q2 2026 Jul 24, 2026
Fairway Wealth LLC History No change 2,016 825 0.19% 0.19% 837 0 0.0% Q2 2026 Jul 24, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 2,012 823 0.3% 0.3% 838 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 2,008 822 0.14% 0.14% 839 0 0.0% Q2 2026 Jul 21, 2026
CIBC WORLD MARKET INC. History No change 2,006 821 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Hurlow Wealth Management Group, Inc. History No change 2,007 821 0.17% 0.17% 841 0 0.0% Q2 2026 Aug 05, 2026
RIVERBRIDGE PARTNERS LLC History No change 2,004 820 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 13, 2026
Smith Salley Wealth Management History No change 2,003 820 0.04% 0.04% 843 0 0.0% Q2 2026 Jul 23, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 2,003 820 0.08% 0.08% 844 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 2,002 819 0.05% 0.05% 845 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 2,002 819 0.03% 0.03% 846 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,993 816 0.03% 0.03% 847 0 0.0% Q2 2026 Jul 22, 2026
Douglass Winthrop Advisors, LLC History No change 1,990 814 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 13, 2026
Accelerate Investment Advisors LLC History No change 1,982 811 0.47% 0.47% 849 0 0.0% Q2 2026 Aug 12, 2026
PARTHENON LLC History No change 1,980 810 0.08% 0.08% 850 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 1,978 809 0.04% 0.04% 851 0 0.0% Q2 2026 Aug 06, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,977 809 0.02% 0.02% 852 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,977 809 0.05% 0.05% 853 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History No change 1,975 808 0.03% 0.03% 854 0 0.0% Q2 2026 Jul 07, 2026
JSF Financial, LLC History No change 1,971 807 0.13% 0.13% 855 0 0.0% Q2 2026 Jul 28, 2026
PLANWISER FINANCIAL, LLC History No change 1,964 804 0.56% 0.56% 856 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 1,960 802 0.07% 0.07% 857 0 0.0% Q2 2026 Aug 14, 2026
AMI ASSET MANAGEMENT CORP History No change 1,953 799 0.05% 0.05% 858 0 0.0% Q2 2026 Jul 21, 2026
Red Door Wealth Management, LLC History No change 1,953 799 0.07% 0.07% 859 0 0.0% Q2 2026 Jul 13, 2026
Soltis Investment Advisors LLC History No change 1,941 794 0.04% 0.04% 860 0 0.0% Q2 2026 Jul 31, 2026
NORDEN GROUP LLC History No change 1,921 786 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 29, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 2,052 785 0.01% 0.01% 862 0 0.0% Q2 2026 Aug 10, 2026
Capital International Investors History No change 1,934 785 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 12, 2026
Buttonwood Financial Advisors Inc. History No change 1,919 785 0.24% 0.24% 864 0 0.0% Q2 2026 Jul 13, 2026
CreativeOne Wealth, LLC History No change 1,906 780 0.02% 0.02% 865 0 0.0% Q2 2026 Aug 13, 2026
Mechanics Bank Trust Department History No change 1,900 778 0.1% 0.1% 866 0 0.0% Q2 2026 Jul 07, 2026
Citizens National Bank Trust Department History No change 1,900 778 0.11% 0.11% 867 0 0.0% Q2 2026 Jul 22, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,892 774 0.1% 0.1% 868 0 0.0% Q2 2026 Jul 21, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 1,891 774 0.35% 0.35% 869 0 0.0% Q2 2026 Aug 06, 2026
Rose Capital Advisors LLC History No change 1,890 773 0.39% 0.39% 870 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 1,877 768 0.18% 0.18% 871 0 0.0% Q2 2026 Jul 28, 2026
Global Wealth Management, LLC History No change 1,866 764 0.39% 0.39% 872 0 0.0% Q2 2026 Jul 20, 2026
Heck Capital Advisors, LLC History No change 1,860 761 0.05% 0.05% 873 0 0.0% Q2 2026 Jul 10, 2026
Cherry Creek Investment Advisors, Inc. History No change 1,856 760 0.3% 0.3% 874 0 0.0% Q2 2026 Jul 30, 2026
FORTE ASSET MANAGEMENT LLC History No change 1,855 759 0.31% 0.31% 875 0 0.0% Q2 2026 Jul 21, 2026
Houlihan Financial Resource Group, Ltd. History No change 1,850 757 0.27% 0.27% 876 0 0.0% Q2 2026 Aug 10, 2026
OARSMAN CAPITAL, INC. History No change 1,847 756 0.08% 0.08% 877 0 0.0% Q2 2026 Aug 07, 2026
Omnia Family Wealth, LLC History No change 1,848 756 0.2% 0.2% 878 0 0.0% Q2 2026 Jul 09, 2026
Nicholas Hoffman & Company, LLC. History No change 1,845 755 0.02% 0.02% 879 0 0.0% Q2 2026 Aug 04, 2026
Journey Advisory Group, LLC History No change 1,836 751 0.06% 0.06% 880 0 0.0% Q2 2026 Aug 04, 2026
Crewe Advisors LLC History No change 1,833 750 0.05% 0.05% 881 0 0.0% Q2 2026 Jul 23, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 1,836 749 0.4% 0.4% 882 0 0.0% Q2 2026 Aug 07, 2026
United Asset Strategies, Inc. History No change 1,828 748 0.05% 0.05% 883 0 0.0% Q2 2026 Jul 13, 2026
Delta Investment Management, LLC History No change 1,829 748 0.12% 0.12% 884 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,798 748 0.08% 0.08% 885 0 0.0% Q3 2026 Oct 07, 2026
Highland Investment Advisors LLC History No change 1,816 743 0.32% 0.32% 886 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 1,811 741 0.07% 0.07% 887 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 1,813 741 0.09% 0.09% 888 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,807 739 0.02% 0.02% 889 0 0.0% Q2 2026 Jul 17, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,799 736 0.07% 0.07% 890 0 0.0% Q2 2026 Sep 02, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,797 735 0.06% 0.06% 891 0 0.0% Q2 2026 Jul 28, 2026
Wealthcare Capital Partners, LLC History No change 1,783 730 0.3% 0.3% 892 0 0.0% Q2 2026 Jul 09, 2026
COURIER CAPITAL LLC History No change 1,776 727 0.04% 0.04% 893 0 0.0% Q2 2026 Jul 16, 2026
PACK Private Wealth, LLC History No change 1,772 725 0.3% 0.3% 894 0 0.0% Q2 2026 Aug 12, 2026
Sprinkle Financial Consultants LLC History No change 1,769 724 0.28% 0.28% 895 0 0.0% Q2 2026 Jul 08, 2026
Western Wealth Management, LLC History No change 1,756 719 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 1,739 712 0.06% 0.06% 897 0 0.0% Q2 2026 Aug 17, 2026
Gilbert Capital Group, Inc. History No change 1,736 710 0.5% 0.5% 898 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 1,731 708 0.16% 0.16% 899 0 0.0% Q2 2026 Jul 31, 2026
Diversified Portfolios, Inc. History No change 1,727 707 0.05% 0.05% 900 0 0.0% Q2 2026 Aug 04, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,723 705 0.04% 0.04% 901 0 0.0% Q2 2026 Jul 31, 2026
STOCK YARDS BANK & TRUST CO History No change 1,721 704 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 19, 2026
KilterHowling LLC History No change 1,719 703 0.31% 0.31% 903 0 0.0% Q2 2026 Aug 11, 2026
Obermeyer Wealth Partners History No change 1,715 702 0.03% 0.03% 904 0 0.0% Q2 2026 Jul 29, 2026
Cardinal Point Capital Management ULC History No change 1,712 701 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 14, 2026
Avant Financial Advisors LLC History No change 1,713 701 0.44% 0.44% 906 0 0.0% Q2 2026 Jul 09, 2026
Palisade Asset Management, LLC History No change 1,711 700 0.06% 0.06% 907 0 0.0% Q2 2026 Jul 20, 2026
Moss Adams Wealth Advisors LLC History No change 1,711 700 0.04% 0.04% 908 0 0.0% Q2 2026 Jul 27, 2026
PUREfi Wealth, LLC History No change 1,701 696 0.38% 0.38% 909 0 0.0% Q2 2026 Jul 27, 2026
Westshore Wealth, LLC History No change 1,699 695 0.22% 0.22% 910 0 0.0% Q2 2026 Aug 10, 2026
Tolleson Wealth Management, Inc. History No change 1,690 692 0.09% 0.09% 911 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 1,682 688 0.06% 0.06% 912 0 0.0% Q2 2026 Jul 23, 2026
AAF Wealth Management, LLC History No change 1,681 688 0.25% 0.25% 913 0 0.0% Q2 2026 Jul 17, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 1,681 688 0.1% 0.1% 914 0 0.0% Q2 2026 Jul 13, 2026
49 WEALTH MANAGEMENT, LLC History No change 1,678 687 0.13% 0.13% 915 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 1,678 687 0.13% 0.13% 916 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 1,675 685 0.13% 0.13% 917 0 0.0% Q2 2026 Aug 17, 2026
Stonebridge Financial Group, LLC History No change 1,647 685 0.05% 0.05% 918 0 0.0% Q3 2026 Oct 01, 2026
Strategic Wealth Advisors LLC History No change 1,835 685 0.59% 0.59% 919 0 0.0% Q2 2026 Aug 07, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 1,635 669 0.27% 0.27% 920 0 0.0% Q2 2026 Jul 14, 2026
LPWM LLC History No change 1,633 668 0.15% 0.15% 921 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 1,626 666 0.01% 0.01% 922 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,619 662 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 14, 2026
Black Diamond Financial, LLC History No change 1,618 662 0.06% 0.06% 924 0 0.0% Q2 2026 Aug 04, 2026
SIMA Wealth Partners, LLC History No change 1,617 662 0.47% 0.47% 925 0 0.0% Q2 2026 Jul 28, 2026
Trexquant Investment LP History No change 1,611 659 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 14, 2026
Blankinship & Foster, LLC History No change 1,610 659 0.13% 0.13% 927 0 0.0% Q2 2026 Jul 30, 2026
FAS Wealth Partners, Inc. History No change 1,607 657 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 29, 2026
SYON CAPITAL LLC History No change 1,600 655 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 14, 2026
FORM Wealth Advisors, LLC History No change 1,600 655 0.07% 0.07% 930 0 0.0% Q2 2026 Jul 10, 2026
USA FINANCIAL FORMULAS History No change 1,597 653 0.12% 0.12% 931 0 0.0% Q2 2026 Aug 04, 2026
FLAGSTAR SECURITIES, INC History No change 1,592 652 0.2% 0.2% 932 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 1,589 650 0.05% 0.05% 933 0 0.0% Q2 2026 Aug 14, 2026
Notis-McConarty Edward History No change 1,585 649 0.28% 0.28% 934 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 1,584 648 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 22, 2026
Powerhouse Assets LLC History No change 1,572 643 0.52% 0.52% 936 0 0.0% Q2 2026 Jul 23, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 1,572 643 0.39% 0.39% 937 0 0.0% Q2 2026 Jul 21, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,572 643 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 24, 2026
GOLDEN ROAD ADVISORS LLC History No change 1,571 643 0.31% 0.31% 939 0 0.0% Q2 2026 Aug 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,570 642 0.04% 0.04% 940 0 0.0% Q2 2026 Aug 03, 2026
Asset Advisory Group, Inc. History No change 1,570 642 0.28% 0.28% 941 0 0.0% Q2 2026 Jul 09, 2026
Qube Research & Technologies Ltd History No change 1,563 640 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 14, 2026
Uniting Wealth Partners, LLC History No change 1,560 638 0.13% 0.13% 943 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 1,555 636 0.07% 0.07% 944 0 0.0% Q2 2026 Jul 16, 2026
Sigma Planning Corp History No change 1,553 635 0.02% 0.02% 945 0 0.0% Q2 2026 Aug 07, 2026
Balboa Wealth Partners History No change 1,552 635 0.09% 0.09% 946 0 0.0% Q2 2026 Aug 10, 2026
North Berkeley Wealth Management, LLC History No change 1,551 635 0.26% 0.26% 947 0 0.0% Q2 2026 Jul 28, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 1,525 634 0.06% 0.05% 948 0 0.0% Q3 2026 Oct 07, 2026
Hurley Capital, LLC History No change 1,550 634 0.33% 0.33% 949 0 0.0% Q2 2026 Aug 10, 2026
Members Trust Co History No change 1,550 634 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 31, 2026
Carter Financial Group, INC. History No change 1,547 633 0.33% 0.33% 951 0 0.0% Q2 2026 Jul 30, 2026
Fermata Advisors, LLC History No change 1,540 630 0.13% 0.13% 952 0 0.0% Q2 2026 Jul 07, 2026
Gateway Wealth Partners, LLC History No change 1,541 630 0.04% 0.04% 953 0 0.0% Q2 2026 Aug 04, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 1,535 628 0.07% 0.07% 954 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD GEARHART LLC History No change 1,530 626 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 24, 2026
Security National Bank History No change 1,528 625 0.07% 0.07% 956 0 0.0% Q2 2026 Jul 15, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 1,524 624 0.03% 0.03% 957 0 0.0% Q2 2026 Aug 04, 2026
Adelphi Trust Co History Added to 1,497 622 0.41% 0.37% 959 +133 9.75% Q3 2026 Oct 05, 2026
Spartan Wealth Advisory Services LLC History No change 1,519 622 0.05% 0.05% 958 0 0.0% Q2 2026 Aug 05, 2026
MBL Wealth, LLC History No change 1,514 619 0.04% 0.04% 960 0 0.0% Q2 2026 Jul 15, 2026
Crescent Grove Advisors, LLC History No change 1,511 618 0.05% 0.05% 961 0 0.0% Q2 2026 Aug 10, 2026
Quotient Wealth Partners, LLC History No change 1,508 617 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 1,505 616 0.04% 0.04% 963 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 1,502 614 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 28, 2026
Yanni & Associates Investment Advisors, LLC History No change 1,501 614 0.57% 0.57% 965 0 0.0% Q2 2026 Jul 08, 2026
Proficio Capital Partners LLC History No change 1,490 610 0.02% 0.02% 966 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,489 609 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 1,485 608 0.01% 0.01% 968 0 0.0% Q2 2026 Jul 21, 2026
BayBridge Capital Group, LLC History No change 1,487 608 0.32% 0.32% 969 0 0.0% Q2 2026 Jul 14, 2026
HARBOUR INVESTMENTS, INC. History No change 1,483 607 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 1,482 607 0.04% 0.04% 971 0 0.0% Q2 2026 Aug 05, 2026
Alta Wealth Advisors LLC History No change 1,469 601 0.16% 0.16% 972 0 0.0% Q2 2026 Jul 30, 2026
Triad Wealth Partners, LLC History No change 1,450 601 0.04% 0.04% 973 0 0.0% Q2 2026 Aug 10, 2026
Northside Capital Management, LLC History No change 1,465 599 0.05% 0.05% 974 0 0.0% Q2 2026 Jul 10, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,459 597 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 1,455 595 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 14, 2026
Curated Wealth Partners LLC History No change 1,450 593 0.07% 0.07% 977 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,446 592 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 06, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,444 591 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 05, 2026
K.J. Harrison & Partners Inc History No change 1,443 590 0.08% 0.08% 980 0 0.0% Q2 2026 Aug 07, 2026
Global Wealth Strategies & Associates History Added to 1,414 588 0.11% 0.11% 981 +29 2.09% Q3 2026 Oct 01, 2026
PINNACLE ASSOCIATES LTD History No change 1,432 586 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 03, 2026
Prasad Wealth Partners, LLC History No change 1,430 585 0.14% 0.14% 983 0 0.0% Q2 2026 Jul 29, 2026
Summit Asset Management, LLC History No change 1,424 583 0.07% 0.07% 984 0 0.0% Q2 2026 Aug 06, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 1,418 580 0.15% 0.15% 985 0 0.0% Q2 2026 Jul 23, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,410 577 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 15, 2026
Edgestream Partners, L.P. History No change 1,411 577 0.02% 0.02% 987 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,408 576 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 17, 2026
Cogent Private Wealth, Inc. History No change 1,404 574 0.36% 0.36% 989 0 0.0% Q2 2026 Aug 05, 2026
PFG Investments, LLC History No change 1,400 573 0.02% 0.02% 990 0 0.0% Q2 2026 Jul 23, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,392 570 0.02% 0.02% 991 0 0.0% Q2 2026 Jul 31, 2026
Flagship Private Wealth, LLC History No change 1,392 570 0.2% 0.2% 992 0 0.0% Q2 2026 Aug 04, 2026
Farmers National Bank History No change 1,388 568 0.12% 0.12% 993 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,384 566 0.0% 0.0% 994 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,385 566 0.01% 0.01% 995 0 0.0% Q2 2026 Aug 11, 2026
Sentry LLC History No change 1,383 566 0.16% 0.16% 996 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,370 561 0.02% 0.02% 997 0 0.0% Q2 2026 Aug 06, 2026
Alcosta Capital Management, Inc. History No change 1,368 560 0.38% 0.38% 998 0 0.0% Q2 2026 Aug 13, 2026
Ruggaard & Associates LLC History No change 1,368 560 0.2% 0.2% 999 0 0.0% Q2 2026 Aug 17, 2026
MA Private Wealth History No change 1,366 559 0.08% 0.08% 1000 0 0.0% Q2 2026 Jul 28, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,358 556 0.07% 0.07% 1001 0 0.0% Q2 2026 Jul 10, 2026
W1M Asset Management Ltd History No change 1,360 556 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 12, 2026
Manhattan West Asset Management, LLC History No change 1,358 556 0.09% 0.09% 1003 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,353 554 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 14, 2026
NESTEGG ADVISORS, INC. History No change 1,352 553 0.39% 0.39% 1005 0 0.0% Q2 2026 Jul 14, 2026
PGIM Custom Harvest LLC History No change 1,350 552 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,350 552 0.32% 0.32% 1007 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors Wealth Management, LLC History No change 1,348 551 0.06% 0.06% 1008 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Advisors, LLC History No change 1,343 549 0.03% 0.03% 1009 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History No change 1,342 549 0.03% 0.03% 1010 0 0.0% Q2 2026 Jul 16, 2026
M3 Advisory Group, LLC History No change 1,342 549 0.28% 0.28% 1011 0 0.0% Q2 2026 Jul 24, 2026
1ST SOURCE BANK History No change 1,340 548 0.02% 0.02% 1012 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Advisors Inc. History No change 1,323 548 0.03% 0.03% 1013 0 0.0% Q2 2026 Aug 05, 2026
AssuredPartners Investment Advisors, LLC History No change 1,340 548 0.05% 0.05% 1014 0 0.0% Q2 2026 Aug 10, 2026
Coastal Bridge Advisors, LLC History No change 1,334 546 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 17, 2026
Beaumont Financial Advisors, LLC History No change 1,333 545 0.03% 0.03% 1016 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 1,328 543 0.04% 0.04% 1017 0 0.0% Q2 2026 Aug 06, 2026
Arbor Wealth Advisors LLC History No change 1,322 541 0.33% 0.33% 1018 0 0.0% Q2 2026 Jul 09, 2026
Clark Capital Management Group, Inc. History No change 1,304 533 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 11, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 1,299 531 0.18% 0.18% 1020 0 0.0% Q2 2026 Jul 23, 2026
Asset Management Group, Inc. History No change 1,291 528 0.08% 0.08% 1021 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 1,288 527 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History No change 1,281 524 0.06% 0.06% 1023 0 0.0% Q2 2026 Jul 22, 2026
Abacus Planning Group, Inc. History No change 1,269 519 0.06% 0.06% 1024 0 0.0% Q2 2026 Jul 20, 2026
UNION SAVINGS BANK History No change 1,263 517 0.21% 0.21% 1025 0 0.0% Q2 2026 Jul 23, 2026
Factor Wealth Management LTD History No change 1,264 517 0.08% 0.08% 1026 0 0.0% Q2 2026 Jul 07, 2026
CMH Wealth Management LLC History No change 1,248 511 0.08% 0.08% 1027 0 0.0% Q2 2026 Jul 09, 2026
DV Trading LLC History No change 1,247 510 0.02% 0.02% 1028 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 1,232 504 0.0% 0.0% 1029 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 1,230 503 0.01% 0.01% 1030 0 0.0% Q2 2026 Jul 27, 2026
Drake & Associates, LLC History No change 1,230 503 0.08% 0.08% 1031 0 0.0% Q2 2026 Aug 10, 2026
Strategent Financial, LLC History No change 1,228 502 0.29% 0.29% 1032 0 0.0% Q2 2026 Aug 03, 2026
Confluence Wealth Services, Inc. History No change 1,223 500 0.01% 0.01% 1033 0 0.0% Q2 2026 Jul 22, 2026
SMI Advisory Services, LLC History No change 1,203 495 0.08% 0.08% 1034 0 0.0% Q2 2026 Jul 09, 2026
Investmark Advisory Group LLC History No change 1,209 495 0.19% 0.19% 1035 0 0.0% Q2 2026 Aug 07, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 1,207 494 0.05% 0.05% 1036 0 0.0% Q2 2026 Jul 22, 2026
Meeder Advisory Services, Inc. History No change 1,205 493 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Advisors LLC History No change 1,206 493 0.45% 0.45% 1038 0 0.0% Q2 2026 Jul 27, 2026
Shared Vision Wealth Group LLC History No change 1,203 492 0.17% 0.17% 1039 0 0.0% Q2 2026 Jul 31, 2026
V2 Financial group LLC History No change 1,200 491 0.18% 0.18% 1040 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 1,198 490 0.05% 0.05% 1041 0 0.0% Q2 2026 Jul 31, 2026
Generation Capital Management LLC History No change 1,190 487 0.3% 0.3% 1042 0 0.0% Q2 2026 Aug 13, 2026
Maple Capital Management, Inc. History No change 1,187 486 0.03% 0.03% 1043 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 1,189 486 0.02% 0.02% 1044 0 0.0% Q2 2026 Aug 12, 2026
Embree Financial Group History No change 1,183 484 0.05% 0.05% 1045 0 0.0% Q2 2026 Jul 15, 2026
TMB Capital Partners, LLC History No change 1,183 484 0.15% 0.15% 1046 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Capital Partners, LLC History No change 1,181 483 0.1% 0.1% 1047 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 1,171 480 0.01% 0.01% 1048 0 0.0% Q2 2026 Jul 28, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,170 479 0.04% 0.04% 1049 0 0.0% Q2 2026 Aug 14, 2026
Imprint Wealth LLC History No change 1,172 479 1.95% 1.95% 1050 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 1,171 479 0.1% 0.1% 1051 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 1,167 477 0.03% 0.03% 1052 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth, LLC History No change 1,163 476 0.28% 0.28% 1053 0 0.0% Q2 2026 Jul 06, 2026
Guardian Asset Advisors, LLC History No change 1,157 474 0.22% 0.22% 1054 0 0.0% Q2 2026 Jul 21, 2026
FIRST MANHATTAN CO. LLC. History No change 1,155 472 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 14, 2026
Valtinson Bruner Financial Planning LLC History No change 1,145 468 0.12% 0.12% 1056 0 0.0% Q2 2026 Aug 03, 2026
BURKE & HERBERT BANK & TRUST CO History No change 1,136 465 0.12% 0.12% 1057 0 0.0% Q2 2026 Aug 07, 2026
LVW Advisors, LLC History No change 1,127 461 0.04% 0.04% 1058 0 0.0% Q2 2026 Jul 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 1,107 460 0.12% 0.13% 1059 -127 -10.29% Q3 2026 Oct 06, 2026
Dunhill Financial, LLC History No change 1,122 459 0.09% 0.09% 1060 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Partners, LLC History No change 1,111 455 0.06% 0.06% 1061 0 0.0% Q2 2026 Aug 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,107 453 0.21% 0.21% 1062 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 1,100 450 0.05% 0.05% 1063 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History No change 1,099 450 0.03% 0.03% 1064 0 0.0% Q2 2026 Sep 15, 2026
Baring Financial LLC History No change 1,082 450 0.24% 0.24% 1065 0 0.0% Q3 2026 Oct 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,097 445 0.01% 0.01% 1066 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,086 444 0.06% 0.06% 1067 0 0.0% Q2 2026 Jul 20, 2026
TBH Global Asset Management, LLC History No change 1,086 444 0.08% 0.08% 1068 0 0.0% Q2 2026 Aug 05, 2026
WEST MICHIGAN ADVISORS, LLC History No change 1,085 444 0.08% 0.08% 1069 0 0.0% Q2 2026 Aug 21, 2026
E6 Portfolios, LLC History No change 1,082 443 0.35% 0.35% 1070 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Reduced 1,064 442 0.01% 0.01% 1071 -44 -3.97% Q3 2026 Oct 07, 2026
Pine Haven Investment Counsel, Inc History No change 1,080 442 0.3% 0.3% 1072 0 0.0% Q2 2026 Jul 08, 2026
XY Planning Network, Inc. History No change 1,074 439 0.06% 0.06% 1073 0 0.0% Q2 2026 Jul 14, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,070 437 0.22% 0.22% 1074 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,065 436 0.0% 0.0% 1075 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST BANK History No change 1,067 436 0.03% 0.03% 1076 0 0.0% Q2 2026 Aug 05, 2026
Madison Asset Management, LLC History No change 1,067 436 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 10, 2026
Clark Asset Management, LLC History No change 1,065 436 0.03% 0.03% 1078 0 0.0% Q2 2026 Jul 07, 2026
Symphony Financial, Ltd. Co. History No change 1,064 435 0.05% 0.05% 1079 0 0.0% Q2 2026 Aug 03, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 1,062 434 0.1% 0.1% 1080 0 0.0% Q2 2026 Aug 10, 2026
Pointe Capital Management LLC History No change 1,059 433 0.19% 0.19% 1081 0 0.0% Q2 2026 Aug 14, 2026
SkyOak Wealth, LLC History No change 1,055 432 0.07% 0.07% 1082 0 0.0% Q2 2026 Jul 30, 2026
Avantax Planning Partners, Inc. History No change 1,051 430 0.01% 0.01% 1083 0 0.0% Q2 2026 Jul 28, 2026
Madison Wealth Partners, Inc History No change 1,050 429 0.05% 0.05% 1084 0 0.0% Q2 2026 Aug 12, 2026
Rockport Wealth LLC History No change 1,048 429 0.07% 0.07% 1085 0 0.0% Q2 2026 Jul 27, 2026
Astoria Strategic Wealth, Inc. History No change 1,046 428 0.1% 0.1% 1086 0 0.0% Q2 2026 Jul 16, 2026
WestEnd Advisors, LLC History No change 1,045 427 0.01% 0.01% 1087 0 0.0% Q2 2026 Jul 22, 2026
Disciplined Investments, LLC History No change 1,045 427 0.14% 0.14% 1088 0 0.0% Q2 2026 Aug 07, 2026
FOSTER & MOTLEY INC History No change 1,036 424 0.02% 0.02% 1089 0 0.0% Q2 2026 Aug 07, 2026
Keystone Wealth Services, LLC History No change 1,035 423 0.08% 0.08% 1090 0 0.0% Q2 2026 Aug 05, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,027 420 0.41% 0.41% 1091 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL ADVISORS INC/OK History No change 1,024 419 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 1,022 418 0.08% 0.08% 1093 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 1,015 415 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 27, 2026
Jump Financial, LLC History No change 1,015 415 0.0% 0.0% 1095 0 0.0% Q2 2026 Aug 13, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,012 414 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 13, 2026
Beirne Wealth Consulting Services, LLC History No change 1,003 411 0.08% 0.08% 1097 0 0.0% Q2 2026 Jul 15, 2026
SeaCrest Wealth Management, LLC History No change 1,004 411 0.05% 0.05% 1098 0 0.0% Q2 2026 Jul 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 1,005 411 0.13% 0.13% 1099 0 0.0% Q2 2026 Jul 21, 2026
HORAN Wealth, LLC History No change 1,002 410 0.05% 0.05% 1100 0 0.0% Q2 2026 Aug 26, 2026
Chesapeake Wealth Management History No change 1,000 409 0.11% 0.11% 1101 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,000 409 0.09% 0.09% 1102 0 0.0% Q2 2026 Jul 27, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,000 409 0.05% 0.05% 1103 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 997 408 0.02% 0.02% 1104 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 997 408 0.08% 0.08% 1105 0 0.0% Q2 2026 Sep 15, 2026
Lee, Kelleher & Klein Wealth Management History No change 997 408 0.21% 0.21% 1106 0 0.0% Q2 2026 Jul 10, 2026
Madden Advisory Services, Inc. History No change 996 407 0.15% 0.15% 1107 0 0.0% Q2 2026 Aug 04, 2026
Silver Oak Advisory Group, Inc. History No change 994 407 0.16% 0.16% 1108 0 0.0% Q2 2026 Jul 31, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 992 406 0.15% 0.15% 1109 0 0.0% Q2 2026 Jul 30, 2026
FFT WEALTH MANAGEMENT LLC History No change 988 404 0.06% 0.06% 1110 0 0.0% Q2 2026 Jul 27, 2026
Bedel Financial Consulting, Inc. History No change 980 401 0.04% 0.04% 1111 0 0.0% Q2 2026 Jul 29, 2026
Kathmere Capital Management, LLC History No change 981 401 0.02% 0.02% 1112 0 0.0% Q2 2026 Jul 29, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 979 400 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 09, 2026
Sowell Financial Services LLC History No change 977 400 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 17, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 976 399 0.06% 0.06% 1115 0 0.0% Q2 2026 Aug 07, 2026
S.A. Mason LLC History No change 975 399 0.12% 0.12% 1116 0 0.0% Q2 2026 Jul 31, 2026
Range Financial Group LLC History No change 974 398 0.11% 0.11% 1117 0 0.0% Q2 2026 Jul 15, 2026
NovaPoint Capital, LLC History No change 967 396 0.08% 0.08% 1118 0 0.0% Q2 2026 Aug 06, 2026
Joseph Group Capital Management History No change 966 395 0.08% 0.08% 1119 0 0.0% Q2 2026 Aug 06, 2026
Tenon Financial LLC History No change 966 395 0.13% 0.13% 1120 0 0.0% Q2 2026 Jul 24, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 963 394 0.15% 0.15% 1121 0 0.0% Q2 2026 Jul 21, 2026
Frederick Financial Consultants, LLC History No change 962 393 0.17% 0.17% 1122 0 0.0% Q2 2026 Aug 14, 2026
Gibson Capital, LLC History No change 958 392 0.06% 0.06% 1123 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History Reduced 941 391 0.04% 0.15% 1124 -3,155 -77.03% Q3 2026 Oct 01, 2026
Fulcrum Capital LLC History No change 957 391 0.08% 0.08% 1125 0 0.0% Q2 2026 Jul 20, 2026
Manske Wealth Management History No change 954 390 0.1% 0.1% 1126 0 0.0% Q2 2026 Aug 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 948 388 0.02% 0.02% 1127 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 943 386 0.01% 0.01% 1128 0 0.0% Q2 2026 Aug 11, 2026
Orgel Wealth Management, LLC History No change 940 384 0.01% 0.01% 1129 0 0.0% Q2 2026 Jul 13, 2026
Etesian Wealth Advisors, Inc. History No change 940 384 0.11% 0.11% 1130 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History No change 936 383 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 14, 2026
Navigation Group, LLC History No change 931 381 0.07% 0.07% 1132 0 0.0% Q2 2026 Jul 29, 2026
Advus Financial Partners, LLC History No change 927 379 0.11% 0.11% 1133 0 0.0% Q2 2026 Oct 02, 2026
AFT, FORSYTH & COMPANY, INC. History No change 922 377 0.18% 0.18% 1134 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 922 377 0.02% 0.02% 1135 0 0.0% Q2 2026 Jul 29, 2026
NORTHLAND SECURITIES, INC. History No change 916 375 0.22% 0.22% 1136 0 0.0% Q2 2026 Aug 04, 2026
ODonnell Financial Services, LLC History No change 914 374 0.11% 0.11% 1137 0 0.0% Q2 2026 Aug 12, 2026
UPTICK PARTNERS, LLC History No change 915 374 0.06% 0.06% 1138 0 0.0% Q2 2026 Aug 10, 2026
Columbia Bank History No change 913 373 0.08% 0.08% 1139 0 0.0% Q2 2026 Jul 24, 2026
Sherman Wealth Management LLC History No change 912 373 0.28% 0.28% 1140 0 0.0% Q2 2026 Jul 09, 2026
55 North Private Wealth, LLC History No change 912 373 0.07% 0.07% 1141 0 0.0% Q2 2026 Jul 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 907 371 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 10, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 903 369 0.1% 0.1% 1143 0 0.0% Q2 2026 Aug 07, 2026
Atlas Brown,Inc. History No change 900 368 0.1% 0.1% 1144 0 0.0% Q2 2026 Jul 09, 2026
SAXON INTERESTS, INC. History No change 895 366 0.1% 0.1% 1145 0 0.0% Q2 2026 Aug 12, 2026
WEALTHGARDEN F.S. LLC History No change 895 366 0.21% 0.21% 1146 0 0.0% Q2 2026 Jul 31, 2026
Parkwoods Wealth Partners, LLC History No change 895 366 0.06% 0.06% 1147 0 0.0% Q2 2026 Jul 27, 2026
ADELL HARRIMAN & CARPENTER INC History No change 893 365 0.02% 0.02% 1148 0 0.0% Q2 2026 Aug 04, 2026
Kelly Financial Services LLC History No change 888 363 0.08% 0.08% 1149 0 0.0% Q2 2026 Jul 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 886 362 0.03% 0.03% 1150 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 882 361 0.07% 0.07% 1151 0 0.0% Q2 2026 Aug 14, 2026
Accretive Wealth Partners, LLC History No change 883 361 0.09% 0.09% 1152 0 0.0% Q2 2026 Jul 29, 2026
LAWOOD & CO History No change 881 360 0.24% 0.24% 1153 0 0.0% Q2 2026 Jul 13, 2026
Reynders McVeigh Capital Management, LLC History No change 877 359 0.02% 0.02% 1154 0 0.0% Q2 2026 Sep 15, 2026
XTX Topco Ltd History No change 876 358 0.0% 0.0% 1155 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Management, LLC / MS History No change 875 358 0.09% 0.09% 1156 0 0.0% Q2 2026 Jul 08, 2026
NBT BANK, N.A. History No change 870 356 0.02% 0.02% 1157 0 0.0% Q2 2026 Jul 29, 2026
MidAtlantic Capital Management, Inc. History No change 869 355 0.22% 0.22% 1158 0 0.0% Q2 2026 Aug 10, 2026
SAGE RHINO CAPITAL LLC History No change 866 354 0.06% 0.06% 1159 0 0.0% Q2 2026 Aug 03, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 863 353 0.02% 0.02% 1160 0 0.0% Q2 2026 Jul 28, 2026
Intellus Advisors LLC History No change 863 353 0.04% 0.04% 1161 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 856 350 0.02% 0.02% 1162 0 0.0% Q2 2026 Aug 05, 2026
Glass Jacobson Investment Advisors llc History No change 851 348 0.11% 0.11% 1163 0 0.0% Q2 2026 Jul 30, 2026
Financial Alternatives, Inc History No change 851 348 0.17% 0.17% 1164 0 0.0% Q2 2026 Aug 10, 2026
Werba Rubin Papier Wealth Management History No change 850 348 0.04% 0.04% 1165 0 0.0% Q2 2026 Jul 27, 2026
Arsenal Capital Advisors LLC History No change 846 346 0.2% 0.2% 1166 0 0.0% Q2 2026 Aug 11, 2026
RAM Investment Partners, LLC History No change 836 342 0.05% 0.05% 1167 0 0.0% Q2 2026 Jul 29, 2026
Allred Capital Management, LLC History No change 835 341 0.11% 0.11% 1168 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisors of Iowa, LLC History No change 832 340 0.09% 0.09% 1169 0 0.0% Q2 2026 Jul 30, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 826 338 0.04% 0.04% 1170 0 0.0% Q2 2026 Jul 09, 2026
VICTORY FINANCIAL GROUP, LLC History No change 826 338 0.04% 0.04% 1171 0 0.0% Q2 2026 Jul 28, 2026
Aureus Asset Management, LLC History No change 824 337 0.02% 0.02% 1172 0 0.0% Q2 2026 Aug 14, 2026
Greenhouse Wealth Management, LLC History No change 823 337 0.24% 0.24% 1173 0 0.0% Q2 2026 Aug 06, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 822 336 0.02% 0.02% 1174 0 0.0% Q2 2026 Jul 15, 2026
Iowa State Bank History No change 800 332 0.06% 0.05% 1175 0 0.0% Q3 2026 Oct 06, 2026
Principle Wealth Partners LLC History No change 812 332 0.02% 0.02% 1176 0 0.0% Q2 2026 Aug 07, 2026
BlueChip Wealth Advisors LLC History No change 812 332 0.13% 0.13% 1177 0 0.0% Q2 2026 Jul 30, 2026
Kapstone Financial Advisors LLC History No change 810 331 0.14% 0.14% 1178 0 0.0% Q2 2026 Aug 07, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 806 330 0.06% 0.06% 1179 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 805 329 0.07% 0.07% 1180 0 0.0% Q2 2026 Jul 10, 2026
Schonfeld Strategic Advisors LLC History No change 803 328 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 14, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 800 327 0.18% 0.18% 1182 0 0.0% Q2 2026 Jul 24, 2026
LEGACY FINANCIAL GROUP, INC. History No change 800 327 0.08% 0.08% 1183 0 0.0% Q2 2026 Jul 30, 2026
Rathbones Group PLC History No change 797 326 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 23, 2026
ISTHMUS PARTNERS, LLC History No change 795 325 0.03% 0.03% 1185 0 0.0% Q2 2026 Jul 20, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 793 324 0.06% 0.06% 1186 0 0.0% Q2 2026 Jul 17, 2026
SmartHarvest Portfolios, LLC History No change 793 324 0.1% 0.1% 1187 0 0.0% Q2 2026 Aug 04, 2026
Schuylkill Financial LLC History No change 793 324 0.3% 0.3% 1188 0 0.0% Q2 2026 Aug 07, 2026
CALTON & ASSOCIATES, INC. History No change 789 323 0.05% 0.05% 1189 0 0.0% Q2 2026 Aug 10, 2026
Stone Summit Wealth LLC History No change 788 322 0.08% 0.08% 1190 0 0.0% Q2 2026 Jul 23, 2026
AMJ Financial Wealth Management History No change 903 321 0.08% 0.08% 1191 0 0.0% Q2 2026 Aug 10, 2026
IPG Investment Advisors LLC History No change 781 319 0.05% 0.05% 1192 0 0.0% Q2 2026 Aug 12, 2026
Faithward Advisors, LLC History No change 781 319 0.04% 0.04% 1193 0 0.0% Q2 2026 Aug 12, 2026
Thrive Wealth Management, LLC History No change 775 317 0.04% 0.04% 1194 0 0.0% Q2 2026 Jul 07, 2026
Family Office Research LLC History No change 776 317 0.12% 0.12% 1195 0 0.0% Q2 2026 Jul 27, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 768 314 0.07% 0.07% 1196 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 765 313 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History No change 766 313 0.11% 0.11% 1198 0 0.0% Q2 2026 Jul 21, 2026
Blom & Howell Financial Planning, Inc. History No change 766 313 0.26% 0.26% 1199 0 0.0% Q2 2026 Aug 04, 2026
Holistic Financial Partners History No change 760 311 0.19% 0.19% 1200 0 0.0% Q2 2026 Jul 23, 2026
Highview Capital Management LLC/DE/ History No change 760 311 0.09% 0.09% 1201 0 0.0% Q2 2026 Aug 11, 2026
Millington Financial Advisors, LLC History No change 764 310 0.12% 0.12% 1202 0 0.0% Q2 2026 Aug 07, 2026
Pacific Asset Management, LLC History No change 758 310 0.15% 0.15% 1203 0 0.0% Q2 2026 Jul 27, 2026
Polaris Financial Partners History New 748 309 0.14% — 1204 +748 New Q3 2026 Oct 02, 2026
KDK Private Wealth Management, LLC History No change 754 308 0.26% 0.26% 1205 0 0.0% Q2 2026 Aug 12, 2026
Unified Investment Management History No change 753 308 0.28% 0.28% 1206 0 0.0% Q2 2026 Jul 27, 2026
Alesco Advisors, LLC, An ESL Co History No change 751 307 0.01% 0.01% 1207 0 0.0% Q2 2026 Aug 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 748 306 0.04% 0.04% 1208 0 0.0% Q2 2026 Aug 12, 2026
Missouri Trust & Investment Co History No change 750 306 0.08% 0.08% 1209 0 0.0% Q2 2026 Aug 13, 2026
Hegarty Advisors, LLC History No change 749 306 0.21% 0.21% 1210 0 0.0% Q2 2026 Jul 27, 2026
Everhart Financial Group, Inc. History No change 747 305 0.02% 0.02% 1211 0 0.0% Q2 2026 Jul 08, 2026
Kemnay Advisory Services Inc. History No change 743 304 0.04% 0.04% 1212 0 0.0% Q2 2026 Aug 14, 2026
TRITONPOINT WEALTH, LLC History No change 739 302 0.03% 0.03% 1213 0 0.0% Q2 2026 Aug 11, 2026
Private Capital Management, LLC History No change 737 301 0.03% 0.03% 1214 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 729 298 0.09% 0.09% 1215 0 0.0% Q2 2026 Aug 03, 2026
WealthCollab, LLC History No change 730 298 0.11% 0.11% 1216 0 0.0% Q2 2026 Aug 10, 2026
BEARING POINT CAPITAL, LLC History No change 730 298 0.04% 0.04% 1217 0 0.0% Q2 2026 Aug 11, 2026
Redhawk Wealth Advisors, Inc. History No change 725 297 0.03% 0.03% 1218 0 0.0% Q2 2026 Jul 09, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 727 297 0.05% 0.05% 1219 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 727 297 0.06% 0.06% 1220 0 0.0% Q2 2026 Aug 11, 2026
CapWealth Advisors, LLC History Added to 713 296 0.02% 0.02% 1221 +13 1.86% Q3 2026 Oct 05, 2026
Wealth Dimensions Group, Ltd. History No change 724 296 0.05% 0.05% 1222 0 0.0% Q2 2026 Jul 22, 2026
WEALTH EFFECTS LLC History No change 723 296 0.08% 0.08% 1223 0 0.0% Q2 2026 Aug 06, 2026
TFR Capital, LLC. History No change 725 296 0.08% 0.08% 1224 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 721 295 0.02% 0.02% 1225 0 0.0% Q2 2026 Aug 11, 2026
Rydar Equities, Inc. History No change 723 295 0.17% 0.17% 1226 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 720 294 0.07% 0.07% 1227 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 719 294 0.04% 0.04% 1228 0 0.0% Q2 2026 Aug 11, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 717 293 0.07% 0.07% 1229 0 0.0% Q2 2026 Jul 24, 2026
Accel Wealth Management History No change 718 293 0.07% 0.07% 1230 0 0.0% Q2 2026 Jul 10, 2026
GEM Asset Management, LLC History No change 716 293 0.12% 0.12% 1231 0 0.0% Q2 2026 Jul 21, 2026
Oak Wealth Advisors LLC History No change 717 293 0.14% 0.14% 1232 0 0.0% Q2 2026 Jul 22, 2026
KINTRA WEALTH, LLC History No change 687 292 0.02% 0.02% 1233 0 0.0% Q2 2026 Aug 14, 2026
Aspect Partners, LLC History No change 702 287 0.11% 0.11% 1234 0 0.0% Q2 2026 Jul 16, 2026
Quadcap Wealth Management, LLC History No change 701 287 0.03% 0.03% 1235 0 0.0% Q2 2026 Jul 31, 2026
STATE STREET CORP History No change 700 286 0.0% 0.0% 1236 0 0.0% Q2 2026 Sep 22, 2026
MATRIX ASSET ADVISORS INC/NY History No change 698 285 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF VERMONT History No change 697 285 0.01% 0.01% 1238 0 0.0% Q2 2026 Aug 07, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 698 285 0.06% 0.06% 1239 0 0.0% Q2 2026 Aug 07, 2026
626 Financial, LLC History No change 691 282 0.11% 0.11% 1240 0 0.0% Q2 2026 Jul 27, 2026
Fielder Capital Group LLC History No change 690 282 0.06% 0.06% 1241 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 687 281 0.01% 0.01% 1242 0 0.0% Q2 2026 Jul 21, 2026
King Wealth Management Group History No change 686 281 0.03% 0.03% 1243 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 687 281 0.01% 0.01% 1244 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 687 281 0.01% 0.01% 1245 0 0.0% Q2 2026 Jul 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 688 281 0.02% 0.02% 1246 0 0.0% Q2 2026 Jul 20, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 684 280 0.21% 0.21% 1247 0 0.0% Q2 2026 Aug 05, 2026
Timonier Family Office, LTD. History No change 685 280 0.08% 0.08% 1248 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 683 279 0.02% 0.02% 1249 0 0.0% Q2 2026 Jul 21, 2026
Summit Place Financial Advisors, LLC History No change 682 279 0.12% 0.12% 1250 0 0.0% Q2 2026 Jul 29, 2026
LongView Wealth Management History No change 682 279 0.07% 0.07% 1251 0 0.0% Q2 2026 Jul 17, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 680 278 0.03% 0.03% 1252 0 0.0% Q2 2026 Aug 13, 2026
New England Professional Planning Group Inc. History No change 678 277 0.1% 0.1% 1253 0 0.0% Q2 2026 Jul 28, 2026
RFG - Bristol Wealth Advisors, LLC History No change 678 277 0.07% 0.07% 1254 0 0.0% Q2 2026 Jul 27, 2026
Colter Lewis Investment Partners LLC History No change 677 277 0.12% 0.12% 1255 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 674 275 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 14, 2026
Silicon Valley Capital Partners History No change 670 274 0.02% 0.02% 1257 0 0.0% Q2 2026 Sep 21, 2026
Bigelow Investment Advisors, LLC History No change 670 274 0.1% 0.1% 1258 0 0.0% Q2 2026 Jul 30, 2026
LexAurum Advisors, LLC History No change 662 271 0.03% 0.03% 1259 0 0.0% Q2 2026 Jul 15, 2026
Bond & Devick Financial Network, Inc. History No change 663 271 0.07% 0.07% 1260 0 0.0% Q2 2026 Jul 16, 2026
Fortis Capital Management LLC History No change 660 270 0.03% 0.03% 1261 0 0.0% Q2 2026 Aug 12, 2026
Tempo Wealth, LLC History No change 660 270 0.04% 0.04% 1262 0 0.0% Q2 2026 Jul 27, 2026
Petix & Botte Co History No change 658 269 0.05% 0.05% 1263 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 655 268 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 656 268 0.03% 0.03% 1265 0 0.0% Q2 2026 Jul 09, 2026
Beverly Hills Private Wealth, LLC History No change 655 268 0.05% 0.05% 1266 0 0.0% Q2 2026 Aug 06, 2026
Avise Financial Cooperative, Inc. History No change 655 268 0.19% 0.19% 1267 0 0.0% Q2 2026 Aug 06, 2026
Transcendent Capital Group LLC History No change 655 268 0.1% 0.1% 1268 0 0.0% Q2 2026 Aug 05, 2026
VICUS CAPITAL History No change 653 267 0.02% 0.02% 1269 0 0.0% Q2 2026 Aug 05, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 652 266 0.03% 0.03% 1270 0 0.0% Q2 2026 Jul 22, 2026
Pflug Koory, LLC History No change 652 266 0.11% 0.11% 1271 0 0.0% Q2 2026 Jul 21, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 652 266 0.06% 0.06% 1272 0 0.0% Q2 2026 Jul 07, 2026
B.O.S.S. Retirement Advisors, LLC History No change 651 266 0.07% 0.07% 1273 0 0.0% Q2 2026 Jul 20, 2026
Financial Gravity Companies, Inc. History No change 647 264 0.04% 0.04% 1274 0 0.0% Q2 2026 Aug 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 644 263 0.04% 0.04% 1275 0 0.0% Q2 2026 Aug 06, 2026
Seneschal Advisors, LLC History No change 643 263 0.18% 0.18% 1276 0 0.0% Q2 2026 Aug 13, 2026
NWK Group, Inc. History No change 640 262 0.08% 0.08% 1277 0 0.0% Q2 2026 Aug 10, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 642 262 0.24% 0.24% 1278 0 0.0% Q2 2026 Aug 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 635 260 0.02% 0.02% 1279 0 0.0% Q2 2026 Aug 03, 2026
Trek Financial, LLC History No change 635 260 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 13, 2026
Athena Investment Management History No change 637 260 0.15% 0.15% 1281 0 0.0% Q2 2026 Aug 06, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 632 258 0.02% 0.02% 1282 0 0.0% Q2 2026 Aug 07, 2026
Aspen Grove Capital, LLC History No change 631 258 0.04% 0.04% 1283 0 0.0% Q2 2026 Aug 14, 2026
Schaeffer Financial LLC History No change 629 257 0.2% 0.2% 1284 0 0.0% Q2 2026 Aug 03, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 2,500 255 0.06% 0.06% 1285 0 0.0% Q2 2026 Aug 14, 2026
AGH Wealth Advisors, LLC History No change 625 255 0.16% 0.16% 1286 0 0.0% Q2 2026 Jul 22, 2026
New Capital Management LP History No change 622 254 0.06% 0.06% 1287 0 0.0% Q2 2026 Jul 14, 2026
ROBERTS GLORE & CO INC /IL/ History No change 619 253 0.06% 0.06% 1288 0 0.0% Q2 2026 Aug 10, 2026
BOSTON FAMILY OFFICE LLC History No change 617 253 0.02% 0.02% 1289 0 0.0% Q2 2026 Aug 12, 2026
Calamos Advisors LLC History No change 618 253 0.0% 0.0% 1290 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 618 253 0.03% 0.03% 1291 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 613 251 0.02% 0.02% 1292 0 0.0% Q2 2026 Jul 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 613 251 0.06% 0.06% 1293 0 0.0% Q2 2026 Aug 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 613 251 0.01% 0.01% 1294 0 0.0% Q2 2026 Jul 31, 2026
COFG Advisors, LLC History No change 611 250 0.04% 0.04% 1295 0 0.0% Q2 2026 Aug 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 609 249 0.01% 0.01% 1296 0 0.0% Q2 2026 Jul 13, 2026
PENNINGTON PARTNERS & CO., LLC History No change 610 249 0.08% 0.08% 1297 0 0.0% Q2 2026 Aug 14, 2026
Latitude Advisors, LLC History No change 609 249 0.1% 0.1% 1298 0 0.0% Q2 2026 Jul 27, 2026
Capital Asset Managemnet, LLC History No change 609 249 0.56% 0.56% 1299 0 0.0% Q2 2026 Jul 24, 2026
Capital Research Global Investors History No change 611 248 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 12, 2026
EQUITY INVESTMENT CORP History No change 606 248 0.0% 0.0% 1301 0 0.0% Q2 2026 Aug 07, 2026
WIMMER ASSOCIATES 1, LLC History No change 604 247 0.11% 0.11% 1302 0 0.0% Q2 2026 Aug 14, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 605 247 0.05% 0.05% 1303 0 0.0% Q2 2026 Aug 13, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 605 247 0.17% 0.17% 1304 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 599 245 0.01% 0.01% 1305 0 0.0% Q2 2026 Jul 23, 2026
SOMERVILLE KURT F History No change 600 245 0.06% 0.06% 1306 0 0.0% Q2 2026 Aug 10, 2026
Freedom Day Solutions, LLC History No change 600 245 0.05% 0.05% 1307 0 0.0% Q2 2026 Jul 24, 2026
Prestige Wealth Management Group LLC History No change 600 245 0.04% 0.04% 1308 0 0.0% Q2 2026 Aug 14, 2026
Olde Wealth Management, LLC History No change 599 245 0.07% 0.07% 1309 0 0.0% Q2 2026 Aug 13, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 600 245 0.05% 0.05% 1310 0 0.0% Q2 2026 Aug 04, 2026
Vision Retirement, LLC History No change 600 245 0.06% 0.06% 1311 0 0.0% Q2 2026 Jul 21, 2026
InvesTrust History No change 594 243 0.09% 0.09% 1312 0 0.0% Q2 2026 Jul 14, 2026
Windsor Capital Management, LLC History No change 592 242 0.06% 0.06% 1313 0 0.0% Q2 2026 Jul 08, 2026
Williams Jones Wealth Management, LLC. History No change 591 242 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 05, 2026
Autumn Glory Partners, LLC History No change 591 242 0.07% 0.07% 1315 0 0.0% Q2 2026 Aug 03, 2026
Resurgent Financial Advisors LLC History No change 592 242 0.07% 0.07% 1316 0 0.0% Q2 2026 Aug 14, 2026
Sterling Financial Planning, Inc. History No change 589 241 0.07% 0.07% 1317 0 0.0% Q2 2026 Aug 11, 2026
VISTA FINANCE, LLC History No change 588 240 0.13% 0.13% 1318 0 0.0% Q2 2026 Jul 16, 2026
Fort Sheridan Advisors LLC History No change 585 239 0.03% 0.03% 1319 0 0.0% Q2 2026 Aug 05, 2026
Founders Financial Alliance, LLC History No change 586 239 0.03% 0.03% 1320 0 0.0% Q2 2026 Aug 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 585 239 0.05% 0.05% 1321 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History No change 583 238 0.02% 0.02% 1322 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 583 238 0.03% 0.03% 1323 0 0.0% Q2 2026 Jul 31, 2026
Wernau Asset Management Inc. History No change 580 237 0.12% 0.12% 1324 0 0.0% Q2 2026 Jul 31, 2026
Marin Bay Wealth Advisors, LLC History No change 579 237 0.13% 0.13% 1325 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 578 236 0.07% 0.07% 1326 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 577 236 0.0% 0.0% 1327 0 0.0% Q2 2026 Aug 10, 2026
SageView Advisory Group, LLC History No change 575 235 0.01% 0.01% 1328 0 0.0% Q2 2026 Aug 10, 2026
Shira Ridge Wealth Management History No change 576 235 0.08% 0.08% 1329 0 0.0% Q2 2026 Jul 09, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 573 234 0.04% 0.04% 1330 0 0.0% Q2 2026 Jul 30, 2026
PKS Advisory Services, LLC History No change 572 234 0.04% 0.04% 1331 0 0.0% Q2 2026 Aug 04, 2026
Galvin, Gaustad & Stein, LLC History No change 572 234 0.02% 0.02% 1332 0 0.0% Q2 2026 Jul 29, 2026
FAYEZ SAROFIM & CO History No change 571 233 0.0% 0.0% 1333 0 0.0% Q2 2026 Aug 14, 2026
MorganRosel Wealth Management, LLC History No change 571 233 0.08% 0.08% 1334 0 0.0% Q2 2026 Aug 14, 2026
Signature Wealth Management Partners, LLC History No change 570 233 0.11% 0.11% 1335 0 0.0% Q2 2026 Jul 29, 2026
HOWE & RUSLING INC History No change 568 232 0.01% 0.01% 1336 0 0.0% Q2 2026 Aug 10, 2026
Northstar Advisory Group, LLC History No change 567 232 0.07% 0.07% 1337 0 0.0% Q2 2026 Jul 14, 2026
BBR PARTNERS, LLC History No change 564 230 0.01% 0.01% 1338 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 562 230 0.01% 0.01% 1339 0 0.0% Q2 2026 Aug 10, 2026
Howard Capital Management, LLC History No change 563 230 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History No change 555 230 0.01% 0.01% 1341 0 0.0% Q3 2026 Oct 06, 2026
Granite Bay Wealth Management, LLC History No change 561 230 0.02% 0.02% 1342 0 0.0% Q2 2026 Aug 14, 2026
BENNETT SELBY INVESTMENTS LP History No change 561 229 0.07% 0.07% 1343 0 0.0% Q2 2026 Jul 24, 2026
BridgePort Financial Solutions, LLC History No change 560 229 0.06% 0.06% 1344 0 0.0% Q2 2026 Jul 24, 2026
Bull Harbor Capital LLC History No change 561 229 0.04% 0.04% 1345 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 555 228 0.02% 0.02% 1346 0 0.0% Q2 2026 Jul 07, 2026
Dorato Capital Management History No change 553 228 0.15% 0.15% 1347 0 0.0% Q2 2026 Jul 13, 2026
Balefire, LLC History No change 556 227 0.04% 0.04% 1348 0 0.0% Q2 2026 Jul 07, 2026
BRADY FAMILY WEALTH, LLC History No change 556 227 0.07% 0.07% 1349 0 0.0% Q2 2026 Jul 13, 2026
UNIVEST FINANCIAL Corp History No change 550 225 0.01% 0.01% 1350 0 0.0% Q2 2026 Aug 07, 2026
Blume Capital Management, Inc. History No change 550 225 0.03% 0.03% 1351 0 0.0% Q2 2026 Jul 27, 2026
Colorado Capital Management, Inc. History No change 550 225 0.08% 0.08% 1352 0 0.0% Q2 2026 Jul 08, 2026
CWS Financial Advisors, LLC History No change 550 225 0.05% 0.05% 1353 0 0.0% Q2 2026 Jul 30, 2026
HFG Wealth Management, LLC History No change 552 225 0.23% 0.23% 1354 0 0.0% Q2 2026 Aug 12, 2026
Horizon Wealth Management, LLC History No change 546 223 0.03% 0.03% 1355 0 0.0% Q2 2026 Aug 06, 2026
SP Asset Management LLC History No change 546 223 0.02% 0.02% 1356 0 0.0% Q2 2026 Aug 04, 2026
Root Financial Partners, LLC History No change 546 223 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 545 222 0.01% 0.01% 1358 0 0.0% Q2 2026 Jul 22, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 541 221 0.06% 0.06% 1359 0 0.0% Q2 2026 Jul 31, 2026
Hardy Reed LLC History No change 540 221 0.01% 0.01% 1360 0 0.0% Q2 2026 Aug 03, 2026
Interchange Capital Partners, LLC History No change 540 221 0.04% 0.04% 1361 0 0.0% Q2 2026 Jul 20, 2026
Independent Wealth Network Inc. History No change 537 220 0.06% 0.06% 1362 0 0.0% Q2 2026 Jul 20, 2026
LIBRA WEALTH LLC History No change 538 220 0.06% 0.06% 1363 0 0.0% Q2 2026 Aug 06, 2026
Goldstone Financial Group, LLC History No change 538 220 0.02% 0.02% 1364 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 536 219 0.02% 0.02% 1365 0 0.0% Q2 2026 Jul 28, 2026
Matisse Capital History No change 537 219 0.09% 0.09% 1366 0 0.0% Q2 2026 Aug 12, 2026
Argos Wealth Advisors, LLC History No change 536 219 0.06% 0.06% 1367 0 0.0% Q2 2026 Aug 13, 2026
Coastwise Capital Group, LLC History No change 535 219 0.13% 0.13% 1368 0 0.0% Q2 2026 Jul 16, 2026
Federation des caisses Desjardins du Quebec History No change 535 219 0.0% 0.0% 1369 0 0.0% Q2 2026 Aug 13, 2026
ADVOCATE GROUP LLC History No change 533 218 0.03% 0.03% 1370 0 0.0% Q2 2026 Jul 17, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 529 216 0.16% 0.16% 1371 0 0.0% Q2 2026 Jul 24, 2026
Telos Capital Management, Inc. History No change 524 214 0.02% 0.02% 1372 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 525 214 0.05% 0.05% 1373 0 0.0% Q2 2026 Jul 14, 2026
National Wealth Management Group, LLC History No change 523 214 0.07% 0.07% 1374 0 0.0% Q2 2026 Jul 14, 2026
Financial Plan, Inc. History No change 523 214 0.02% 0.02% 1375 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Partners, LLC History No change 522 213 0.05% 0.05% 1376 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History No change 520 212 0.1% 0.1% 1377 0 0.0% Q2 2026 Jul 17, 2026
Investment Advisory Group, LLC History No change 518 212 0.05% 0.05% 1378 0 0.0% Q2 2026 Aug 06, 2026
A4 Wealth Advisors LLC History No change 518 212 0.14% 0.14% 1379 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 517 211 0.01% 0.01% 1380 0 0.0% Q2 2026 Jul 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 516 211 0.03% 0.03% 1381 0 0.0% Q2 2026 Jul 14, 2026
SMART Wealth LLC History No change 513 210 0.05% 0.05% 1382 0 0.0% Q2 2026 Aug 05, 2026
Beacon Capital Management, LLC History No change 507 207 0.03% 0.03% 1383 0 0.0% Q2 2026 Jul 29, 2026
Clifford Group, LLC History No change 506 207 0.14% 0.14% 1384 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 505 206 0.0% 0.0% 1385 0 0.0% Q2 2026 Jul 20, 2026
Wealth Quarterback LLC History No change 505 206 0.06% 0.06% 1386 0 0.0% Q2 2026 Jul 27, 2026
Axis Wealth Partners, LLC History No change 504 206 0.1% 0.1% 1387 0 0.0% Q2 2026 Jul 28, 2026
Purkiss Capital Advisors LLC History No change 504 206 0.08% 0.08% 1388 0 0.0% Q2 2026 Jul 30, 2026
HighRoad Wealth Advisors, LLC History No change 502 205 0.17% 0.17% 1389 0 0.0% Q2 2026 Jul 21, 2026
Downshift Financial, LLC History No change 502 205 0.09% 0.09% 1390 0 0.0% Q2 2026 Aug 12, 2026
SONATA CAPITAL GROUP INC History No change 500 204 0.07% 0.07% 1391 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 500 204 0.01% 0.01% 1392 0 0.0% Q2 2026 Aug 07, 2026
Ignite Planners, LLC History No change 500 204 0.03% 0.03% 1393 0 0.0% Q2 2026 Jul 23, 2026
Carmel Capital Partners, LLC History No change 500 204 0.07% 0.07% 1394 0 0.0% Q2 2026 Jul 29, 2026
Quantum Financial Advisors, LLC History No change 500 204 0.02% 0.02% 1395 0 0.0% Q2 2026 Jul 08, 2026
Trifecta Capital Advisors, LLC History No change 500 204 0.03% 0.03% 1396 0 0.0% Q2 2026 Aug 03, 2026
Donalies Financial Planning, LLC History No change 500 204 0.15% 0.15% 1397 0 0.0% Q2 2026 Aug 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 496 203 0.08% 0.08% 1398 0 0.0% Q2 2026 Aug 11, 2026
Affinity Capital Advisors, LLC History No change 495 203 0.03% 0.03% 1399 0 0.0% Q2 2026 Jul 08, 2026
Beaird Harris Wealth Management, LLC History No change 496 203 0.01% 0.01% 1400 0 0.0% Q2 2026 Jul 08, 2026
BAILARD, INC. History No change 495 202 0.0% 0.0% 1401 0 0.0% Q2 2026 Jul 30, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 494 202 0.07% 0.07% 1402 0 0.0% Q2 2026 Jul 22, 2026
INGALLS & SNYDER LLC History No change 493 202 0.01% 0.01% 1403 0 0.0% Q2 2026 Aug 14, 2026
Avid Wealth Partners LLC History No change 494 202 0.1% 0.1% 1404 0 0.0% Q2 2026 Aug 03, 2026
Foguth Wealth Management, LLC. History No change 498 202 0.02% 0.02% 1405 0 0.0% Q2 2026 Jul 21, 2026
Coyle Financial Counsel LLC History No change 491 201 0.04% 0.04% 1406 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 482 197 0.05% 0.05% 1407 0 0.0% Q2 2026 Jul 24, 2026
First Pacific Financial History No change 479 196 0.02% 0.02% 1408 0 0.0% Q2 2026 Jul 20, 2026
Millstone Evans Group, LLC History No change 478 195 0.11% 0.11% 1409 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 458 188 0.0% 0.0% 1410 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 455 186 0.09% 0.09% 1411 0 0.0% Q2 2026 Jul 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 442 186 0.02% 0.02% 1412 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 445 182 0.13% 0.13% 1413 0 0.0% Q2 2026 Aug 18, 2026
Copia Wealth Management History No change 435 178 0.11% 0.11% 1414 0 0.0% Q2 2026 Aug 17, 2026
TOMPKINS FINANCIAL CORP History Added to 427 177 0.01% 0.01% 1415 +136 46.74% Q3 2026 Oct 05, 2026
N.E.W. Advisory Services LLC History No change 434 177 0.01% 0.01% 1416 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 430 176 0.02% 0.02% 1417 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 429 175 0.0% 0.0% 1418 0 0.0% Q2 2026 Aug 10, 2026
Integrity Financial Corp /WA History No change 416 170 0.08% 0.08% 1419 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 412 168 0.01% 0.01% 1420 0 0.0% Q2 2026 Jul 28, 2026
Family Manage LLC History No change 405 165 0.02% 0.02% 1421 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 403 165 0.01% 0.01% 1422 0 0.0% Q2 2026 Jul 13, 2026
Founders Capital Management History No change 395 161 0.07% 0.07% 1423 0 0.0% Q2 2026 Jul 21, 2026
LONDON CO OF VIRGINIA History No change 392 160 0.0% 0.0% 1424 0 0.0% Q2 2026 Aug 14, 2026
Financial Life Planners History No change 385 157 0.1% 0.1% 1425 0 0.0% Q2 2026 Jul 21, 2026
Institute for Wealth Management, LLC. History No change 374 153 0.01% 0.01% 1426 0 0.0% Q2 2026 Jul 28, 2026
Cedar Mountain Advisors, LLC History No change 368 150 0.03% 0.03% 1427 0 0.0% Q2 2026 Jul 02, 2026
SJS Investment Consulting Inc. History No change 367 150 0.02% 0.02% 1428 0 0.0% Q2 2026 Jul 22, 2026
Roxbury Financial LLC History Added to 360 149 0.11% 0.11% 1429 +7 1.98% Q3 2026 Oct 01, 2026
Horizon Investments, LLC History No change 349 142 0.0% 0.0% 1430 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 340 139 0.0% 0.0% 1431 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Capital Management, LLC History No change 330 135 0.03% 0.03% 1432 0 0.0% Q2 2026 Aug 13, 2026
MARQUETTE ASSOCIATES, INC. History No change 321 131 0.1% 0.1% 1433 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 322 131 0.07% 0.07% 1434 0 0.0% Q2 2026 Jul 27, 2026
Paladin Advisory Group, LLC History No change 308 126 0.08% 0.08% 1435 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History No change 307 125 0.01% 0.01% 1436 0 0.0% Q2 2026 Aug 11, 2026
Milestone Investment Advisors LLC History No change 300 122 0.03% 0.03% 1437 0 0.0% Q2 2026 Aug 14, 2026
Frazier Financial Advisors, LLC History No change 300 122 0.06% 0.06% 1438 0 0.0% Q2 2026 Aug 10, 2026
Salomon & Ludwin, LLC History No change 290 118 0.01% 0.01% 1439 0 0.0% Q2 2026 Aug 07, 2026
Pacific Center for Financial Services History No change 286 117 0.03% 0.03% 1440 0 0.0% Q2 2026 Aug 05, 2026
Hughes Financial Services, LLC History No change 286 117 0.02% 0.02% 1441 0 0.0% Q2 2026 Jul 20, 2026
Kozak & Associates, Inc. History No change 285 116 0.02% 0.02% 1442 0 0.0% Q2 2026 Jul 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 284 116 0.01% 0.01% 1443 0 0.0% Q2 2026 Jul 28, 2026
Innovative Asset Advisors Group, LLC History No change 282 115 0.05% 0.05% 1444 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 281 114 0.01% 0.01% 1445 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 265 108 0.01% 0.01% 1446 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Added to 257 107 0.0% 0.0% 1447 +1 0.39% Q3 2026 Oct 02, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 261 106 0.03% 0.03% 1448 0 0.0% Q2 2026 Jul 17, 2026
HHM Wealth Advisors, LLC History No change 258 105 0.01% 0.01% 1449 0 0.0% Q2 2026 Jul 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 252 103 0.02% 0.02% 1450 0 0.0% Q2 2026 Sep 02, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 240 98 0.04% 0.04% 1451 0 0.0% Q2 2026 Sep 18, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 238 97 0.01% 0.01% 1452 0 0.0% Q2 2026 Jul 16, 2026
Avalon Trust Co History No change 235 96 0.01% 0.01% 1453 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 231 94 0.0% 0.0% 1454 0 0.0% Q2 2026 Jul 30, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 230 94 0.18% 0.18% 1455 0 0.0% Q2 2026 Aug 10, 2026
IMA Advisory Services, Inc. History No change 228 93 0.01% 0.01% 1456 0 0.0% Q2 2026 Aug 10, 2026
Bay Harbor Wealth Management, LLC History No change 212 86 0.02% 0.02% 1457 0 0.0% Q2 2026 Jul 28, 2026
Ascentis Wealth Management, LLC History No change 211 86 0.01% 0.01% 1458 0 0.0% Q2 2026 Jul 30, 2026
Providence Capital Advisors, LLC History No change 209 85 0.01% 0.01% 1459 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 205 83 0.04% 0.04% 1460 0 0.0% Q2 2026 Aug 13, 2026
Washington Trust Advisors, Inc. History No change 200 81 0.01% 0.01% 1461 0 0.0% Q2 2026 Jul 29, 2026
Chung Wu Investment Group, LLC History No change 200 81 0.05% 0.05% 1462 0 0.0% Q2 2026 Jul 31, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 200 80 0.02% 0.02% 1463 0 0.0% Q2 2026 Jul 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 186 76 0.01% 0.01% 1464 0 0.0% Q2 2026 Jul 22, 2026
Windsor Advisory Group, LLC History No change 187 76 0.06% 0.06% 1465 0 0.0% Q2 2026 Aug 14, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 183 74 0.02% 0.02% 1466 0 0.0% Q2 2026 Jul 21, 2026
SYM FINANCIAL Corp History No change 178 72 0.01% 0.01% 1467 0 0.0% Q2 2026 Aug 04, 2026
Regatta Research & Money Management History No change 178 72 0.07% 0.07% 1468 0 0.0% Q2 2026 Aug 11, 2026
Horizons Wealth Management History New 170 70 0.04% — 1470 +170 New Q3 2026 Oct 05, 2026
Addison Advisors LLC History No change 171 70 0.03% 0.03% 1469 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 170 69 0.01% 0.01% 1471 0 0.0% Q2 2026 Jul 29, 2026
WealthShield Partners, LLC History No change 167 68 0.01% 0.01% 1472 0 0.0% Q2 2026 Aug 12, 2026
Caldwell Trust Co History No change 168 68 0.01% 0.01% 1473 0 0.0% Q2 2026 Aug 03, 2026
TOP Private Wealth LLC. History No change 160 65 0.06% 0.06% 1474 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History Reduced 154 64 0.01% 0.01% 1476 -5 -3.14% Q3 2026 Oct 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 157 64 0.02% 0.02% 1475 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 157 64 0.01% 0.01% 1477 0 0.0% Q2 2026 Jul 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 153 62 0.01% 0.01% 1478 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 151 61 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 31, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 145 59 0.0% 0.0% 1480 0 0.0% Q2 2026 Aug 04, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 145 59 0.01% 0.01% 1481 0 0.0% Q2 2026 Jul 24, 2026
Aventura Private Wealth, LLC History No change 146 59 0.02% 0.02% 1482 0 0.0% Q2 2026 Jul 15, 2026
Forum Finance Group S.A. History No change 175 58 0.02% 0.02% 1483 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 135 55 0.02% 0.02% 1484 0 0.0% Q2 2026 Jul 31, 2026
RMG Wealth Management LLC History No change 129 54 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 134 54 0.0% 0.0% 1486 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 130 53 0.01% 0.01% 1487 0 0.0% Q2 2026 Jul 31, 2026
Cordgrass Capital Advisors, LLC History No change 125 51 0.02% 0.02% 1488 0 0.0% Q2 2026 Aug 06, 2026
Timmons Wealth Management, LLC History No change 118 48 0.04% 0.04% 1489 0 0.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History No change 114 47 0.0% 0.0% 1490 0 0.0% Q2 2026 Aug 12, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 114 46 0.02% 0.02% 1491 0 0.0% Q2 2026 Jul 22, 2026
Eukles Asset Management History No change 111 45 0.02% 0.02% 1492 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 106 43 0.0% 0.0% 1493 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 106 43 0.0% 0.0% 1494 0 0.0% Q2 2026 Jul 22, 2026
RED REEF ADVISORS LLC History No change 106 43 0.04% 0.04% 1495 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 101 41 0.01% 0.01% 1496 0 0.0% Q2 2026 Aug 04, 2026
Fourth Dimension Wealth, LLC History No change 102 41 0.01% 0.01% 1497 0 0.0% Q2 2026 Jul 31, 2026
PINNEY & SCOFIELD, INC. History No change 100 40 0.02% 0.02% 1498 0 0.0% Q2 2026 Aug 07, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 99 40 0.01% 0.01% 1499 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 96 39 0.0% 0.0% 1500 0 0.0% Q2 2026 Jul 14, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 91 37 0.01% — 1501 +91 New Q3 2026 Oct 07, 2026
Wagner Wealth Management, LLC History No change 89 36 0.01% 0.01% 1502 0 0.0% Q2 2026 Jul 24, 2026
Barnes Dennig Private Wealth Management LLC History No change 90 36 0.03% 0.03% 1503 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Investment Management History No change 86 35 0.01% 0.01% 1504 0 0.0% Q2 2026 Aug 06, 2026
Oakworth Capital, Inc. History No change 83 33 0.0% 0.0% 1505 0 0.0% Q2 2026 Jul 22, 2026
Orion Capital Management LLC History No change 81 33 0.01% 0.01% 1506 0 0.0% Q2 2026 Aug 17, 2026
Rossby Financial, LCC History No change 82 33 0.01% 0.01% 1507 0 0.0% Q2 2026 Aug 04, 2026
Advocate Investing Services LLC History No change 83 33 0.03% 0.03% 1508 0 0.0% Q2 2026 Jul 28, 2026
Redwood Park Advisors LLC History No change 76 31 0.02% 0.02% 1509 0 0.0% Q2 2026 Aug 11, 2026
Planning Strategies Inc. History New 73 30 0.02% — 1513 +73 New Q3 2026 Oct 02, 2026
1 NORTH WEALTH SERVICES LLC History No change 75 30 0.01% 0.01% 1510 0 0.0% Q2 2026 Aug 03, 2026
Quest 10 Wealth Builders, Inc. History No change 75 30 0.02% 0.02% 1511 0 0.0% Q2 2026 Jul 24, 2026
REAP Financial Group, LLC History No change 75 30 0.01% 0.01% 1512 0 0.0% Q2 2026 Aug 04, 2026
GILL CAPITAL PARTNERS, LLC History No change 73 29 0.01% 0.01% 1514 0 0.0% Q2 2026 Aug 20, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 71 29 0.0% 0.0% 1515 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 67 27 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 66 27 0.01% 0.01% 1517 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 66 26 0.0% 0.0% 1518 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 65 26 0.01% 0.01% 1519 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 64 26 0.0% 0.0% 1520 0 0.0% Q2 2026 Aug 11, 2026
Luminist Capital LLC History No change 62 25 0.03% 0.03% 1521 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 61 24 0.01% 0.01% 1522 0 0.0% Q2 2026 Aug 17, 2026
Glen Eagle Advisors, LLC History No change 59 24 0.0% 0.0% 1523 0 0.0% Q2 2026 Aug 14, 2026
Pacifica Partners Inc. History No change 50 20 0.01% 0.01% 1524 0 0.0% Q2 2026 Jul 13, 2026
Robinswood Financial LLC History No change 50 20 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 14, 2026
Quantum Portfolio Management LLC History No change 47 19 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 14, 2026
Peachtree Investment Partners, LLC History No change 43 17 0.01% 0.01% 1527 0 0.0% Q2 2026 Aug 06, 2026
Ankerstar Wealth, LLC History No change 42 17 0.01% 0.01% 1528 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds Capital Management, LLC History No change 40 16 0.0% 0.0% 1529 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 37 15 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 05, 2026
HOEY INVESTMENTS, INC History No change 39 15 0.0% 0.0% 1531 0 0.0% Q2 2026 Jul 27, 2026
MCDONALD PARTNERS LLC History No change 36 14 0.0% 0.0% 1532 0 0.0% Q2 2026 Jul 28, 2026
STEPH & CO History No change 30 12 0.0% 0.0% 1533 0 0.0% Q3 2026 Oct 07, 2026
IAG Wealth Partners, LLC History No change 31 12 0.0% 0.0% 1534 0 0.0% Q2 2026 Aug 06, 2026
Smallwood Wealth Investment Management, LLC History No change 30 12 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 28 11 0.0% 0.0% 1536 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 27 11 0.0% 0.0% 1537 0 0.0% Q2 2026 Jul 08, 2026
PROSPERITY BANCSHARES INC History No change 25 10 0.01% 0.01% 1538 0 0.0% Q2 2026 Aug 14, 2026
Piscataqua Savings Bank History No change 25 10 0.01% 0.01% 1539 0 0.0% Q2 2026 Jul 09, 2026
Strategic Investment Solutions, Inc. /IL History No change 25 10 0.0% 0.0% 1540 0 0.0% Q2 2026 Jul 08, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 23 9 0.0% 0.0% 1541 -18 -43.9% Q3 2026 Oct 07, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 24 9 0.01% 0.01% 1542 0 0.0% Q2 2026 Aug 11, 2026
Davis Capital Management History No change 21 8 0.0% 0.0% 1543 0 0.0% Q2 2026 Jul 16, 2026
BARRETT & COMPANY, INC. History No change 17 6 0.0% 0.0% 1544 0 0.0% Q2 2026 Jul 24, 2026
Kentucky Trust Co History No change 15 6 0.0% 0.0% 1545 0 0.0% Q2 2026 Jul 10, 2026
Wilkerson Advisory Group LLC History No change 15 6 0.0% 0.0% 1546 0 0.0% Q2 2026 Jul 21, 2026
Winch Advisory Services, LLC History No change 12 5 0.0% 0.0% 1547 0 0.0% Q2 2026 Aug 06, 2026
Alpine Bank Wealth Management History No change 13 5 0.0% 0.0% 1548 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History Added to 10 4 0.0% 0.0% 1552 +5 100.0% Q3 2026 Oct 01, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 12 4 0.0% 0.0% 1549 0 0.0% Q2 2026 Jul 27, 2026
BFSG, LLC History No change 10 4 0.0% 0.0% 1550 0 0.0% Q2 2026 Jul 20, 2026
Arlington Trust Co LLC History No change 11 4 0.0% 0.0% 1551 0 0.0% Q2 2026 Jul 07, 2026
Mascoma Wealth Management LLC History No change 8 3 0.0% 0.0% 1553 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History Reduced 6 2 0.0% 0.0% 1555 -6 -50.0% Q3 2026 Oct 05, 2026
DEUTSCHE BANK AG\ History No change 6 2 0.0% 0.0% 1554 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 7 2 0.0% 0.0% 1556 0 0.0% Q2 2026 Jul 22, 2026
Montgomery Financial Services LLC History No change 3 1 0.0% 0.0% 1557 0 0.0% Q2 2026 Aug 12, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Closed out 0 0 — 1.22% — -4,422 -100.0% Q3 2026 Oct 06, 2026
ARGENT CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.02% — -1,233 -100.0% Q3 2026 Oct 05, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.01% — -497 -100.0% Q3 2026 Oct 05, 2026
Burk Holdings LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 09, 2026