iSHARES TRUST - IWD

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
BANK OF AMERICA CORP /DE/ History No change 44,711,921 10,839,511 0.7% 0.7% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 40,662,951 9,857,920 0.52% 0.52% 2 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 11,508,393 2,789,979 0.24% 0.24% 3 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 8,896,508 2,156,780 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 8,644,566 2,095,705 0.42% 0.42% 5 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 8,498,901 2,063,108 0.11% 0.11% 6 0 0.0% Q2 2026 Aug 12, 2026
Financial Engines Advisors L.L.C. History No change 7,898,903 1,914,930 3.4% 3.4% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,717,263 1,628,466 0.38% 0.38% 8 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 6,325,816 1,533,567 0.2% 0.2% 9 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 6,192,377 1,501,218 2.06% 2.06% 10 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 5,686,036 1,378,465 0.22% 0.22% 11 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 5,232,373 1,268,483 0.34% 0.34% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 4,160,192 1,008,555 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 4,042,964 980,135 0.22% 0.22% 14 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 3,793,923 919,760 2.7% 2.7% 15 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,411,025 826,934 0.41% 0.41% 16 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 3,257,065 789,610 5.38% 5.38% 17 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 3,107,712 753,402 0.82% 0.82% 18 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,718,123 659,847 0.26% 0.26% 19 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,187,427 530,296 0.08% 0.08% 20 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 2,143,441 519,634 0.62% 0.62% 21 0 0.0% Q2 2026 Jul 28, 2026
Jasper Ridge Partners, L.P. History No change 2,045,358 495,856 10.57% 10.57% 22 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,821,926 441,691 0.37% 0.37% 23 0 0.0% Q2 2026 Aug 12, 2026
GLOBALT Investments LLC / GA History No change 1,715,696 415,936 14.03% 14.03% 24 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,601,482 388,247 0.49% 0.49% 25 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 1,534,580 372,028 0.57% 0.57% 26 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 1,416,627 343,432 0.35% 0.35% 27 0 0.0% Q2 2026 Aug 12, 2026
Stairway Partners, LLC History Reduced 1,317,850 326,734 15.43% 15.21% 28 -14,005 -1.05% Q3 2026 Oct 01, 2026
71 West Capital Partners History No change 1,306,647 316,770 10.95% 10.95% 29 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 1,245,656 301,984 0.28% 0.28% 30 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 1,187,387 287,858 0.32% 0.32% 31 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 1,172,263 284,191 0.09% 0.09% 32 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 1,152,535 279,409 0.45% 0.45% 33 0 0.0% Q2 2026 Aug 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,093,500 265,097 0.91% 0.91% 34 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 1,041,916 252,591 0.24% 0.24% 35 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 877,912 213,388 10.15% 10.15% 36 0 0.0% Q2 2026 Jul 22, 2026
Waldron Private Wealth LLC History No change 853,400 206,889 7.16% 7.16% 37 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners LLC History No change 848,030 205,588 0.25% 0.25% 38 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 807,045 195,651 2.33% 2.33% 39 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 793,380 192,340 0.21% 0.21% 40 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 786,854 190,757 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 785,470 190,418 0.22% 0.22% 42 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 742,315 179,959 0.1% 0.1% 43 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 730,583 177,115 0.27% 0.27% 44 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 725,606 175,908 1.31% 1.31% 45 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 672,670 163,075 2.05% 2.05% 46 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 663,733 160,908 0.71% 0.71% 47 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 663,216 160,783 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 636,075 154,407 1.03% 1.03% 49 0 0.0% Q2 2026 Aug 10, 2026
1ST SOURCE BANK History No change 632,344 153,299 6.95% 6.95% 50 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 593,962 144,015 1.61% 1.61% 51 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 509,090 123,418 0.07% 0.07% 52 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 494,171 121,981 0.2% 0.2% 53 0 0.0% Q2 2026 Jul 15, 2026
Pathstone Holdings, LLC History No change 480,631 116,519 0.34% 0.34% 54 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 461,550 111,893 0.17% 0.17% 55 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 453,552 109,955 0.12% 0.12% 56 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 446,355 108,210 0.15% 0.15% 57 0 0.0% Q2 2026 Aug 27, 2026
CULLEN/FROST BANKERS, INC. History No change 442,652 107,312 1.06% 1.06% 58 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 414,670 100,528 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 12, 2026
Cassaday & Co Wealth Management LLC History No change 407,487 98,786 1.86% 1.86% 60 0 0.0% Q2 2026 Aug 10, 2026
Marquette Asset Management, LLC History Reduced 396,744 98,364 12.84% 12.38% 61 -1,013 -0.25% Q3 2026 Oct 09, 2026
CHOREO, LLC History No change 404,733 98,119 1.08% 1.08% 62 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 394,433 97,791 5.59% 5.87% 63 -33,700 -7.87% Q3 2026 Oct 09, 2026
Cedar Mountain Advisors, LLC History No change 395,280 95,827 16.5% 16.5% 64 0 0.0% Q2 2026 Jul 02, 2026
Waverly Advisors, LLC History No change 392,600 95,177 0.55% 0.55% 65 0 0.0% Q2 2026 Aug 14, 2026
LANDAAS & CO /WI /ADV History No change 385,177 93,378 16.99% 16.99% 66 0 0.0% Q2 2026 Jul 21, 2026
MAI Capital Management History No change 382,514 92,732 0.35% 0.35% 67 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 382,011 92,610 0.47% 0.47% 68 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 364,575 88,383 3.56% 3.56% 69 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 360,680 87,439 0.13% 0.13% 70 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 359,145 87,067 0.93% 0.93% 71 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 353,038 85,586 0.63% 0.63% 72 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 337,493 81,818 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
MV CAPITAL MANAGEMENT, INC. History No change 332,274 80,553 7.14% 7.14% 74 0 0.0% Q2 2026 Jul 30, 2026
Cresset Asset Management, LLC History No change 327,952 79,505 0.29% 0.29% 75 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 321,271 77,886 0.13% 0.13% 76 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 319,919 77,557 0.3% 0.3% 77 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 362,548 77,465 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 319,031 77,342 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 309,791 75,102 0.34% 0.34% 80 0 0.0% Q2 2026 Jul 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 307,073 74,443 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 304,240 73,756 0.15% 0.15% 82 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 301,351 73,056 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 284,963 69,083 0.19% 0.19% 84 0 0.0% Q2 2026 Aug 07, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 281,975 68,359 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 14, 2026
Beirne Wealth Consulting Services, LLC History No change 271,741 65,884 13.11% 13.11% 86 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 269,580 65,354 0.13% 0.13% 87 0 0.0% Q2 2026 Aug 05, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 265,835 64,446 5.0% 5.0% 88 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 265,552 64,377 0.79% 0.79% 89 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 261,551 63,407 0.29% 0.29% 90 0 0.0% Q2 2026 Aug 18, 2026
SMI Advisory Services, LLC History No change 255,736 63,228 10.25% 10.25% 91 0 0.0% Q2 2026 Jul 09, 2026
Badgley Phelps Wealth Managers, LLC History No change 259,924 63,013 1.1% 1.1% 92 0 0.0% Q2 2026 Jul 31, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 257,408 62,403 0.08% 0.08% 93 0 0.0% Q2 2026 Aug 19, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 253,556 61,469 0.75% 0.75% 94 0 0.0% Q2 2026 Aug 07, 2026
Paulson Wealth Management Inc. History No change 253,476 61,450 13.03% 13.03% 95 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 244,415 59,253 0.33% 0.33% 96 0 0.0% Q2 2026 Jul 29, 2026
EQUITY INVESTMENT CORP History No change 241,235 58,482 1.12% 1.12% 97 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 232,981 56,481 0.15% 0.15% 98 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 229,113 55,543 0.61% 0.61% 99 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 222,877 54,031 0.46% 0.46% 100 0 0.0% Q2 2026 Jul 27, 2026
CIBC Bancorp USA Inc. History No change 220,733 53,512 0.07% 0.07% 101 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 215,569 52,260 4.36% 4.36% 102 0 0.0% Q2 2026 Jul 16, 2026
Americana Partners, LLC History No change 213,798 51,831 1.17% 1.17% 103 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 211,834 51,355 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Management LLC History No change 210,233 50,966 1.67% 1.67% 105 0 0.0% Q2 2026 Aug 14, 2026
Wind River Trust Co History No change 207,228 50,238 16.97% 16.97% 106 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 207,147 50,218 4.61% 4.61% 107 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History No change 196,514 47,640 0.75% 0.75% 108 0 0.0% Q2 2026 Jul 22, 2026
Wilmington Savings Fund Society, FSB History No change 187,828 45,535 1.02% 1.02% 109 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 184,219 44,660 0.14% 0.14% 110 0 0.0% Q2 2026 Jul 28, 2026
Saudi Central Bank History No change 178,016 44,153 0.58% 0.58% 111 0 0.0% Q2 2026 Jul 30, 2026
REGIONS FINANCIAL CORP History No change 171,512 41,579 0.25% 0.25% 112 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 166,111 40,997 2.73% 2.73% 113 0 0.0% Q2 2026 Jul 16, 2026
Corundum Group, Inc. History No change 167,207 40,535 12.02% 12.02% 114 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 166,431 40,351 0.59% 0.59% 115 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 165,039 40,010 0.27% 0.27% 116 0 0.0% Q2 2026 Aug 10, 2026
Pacific Sage Partners, LLC History No change 164,320 39,836 5.65% 5.65% 117 0 0.0% Q2 2026 Aug 06, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 155,598 38,577 19.7% 19.2% 118 +461 0.3% Q3 2026 Oct 01, 2026
AMERICAN CENTURY COMPANIES INC History No change 158,923 38,527 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 156,169 37,860 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 155,710 37,748 0.43% 0.43% 121 0 0.0% Q2 2026 Aug 04, 2026
Ellenbecker Investment Group History No change 155,500 37,698 4.38% 4.38% 122 0 0.0% Q2 2026 Jul 27, 2026
HSBC HOLDINGS PLC History No change 151,925 36,831 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 147,184 35,768 0.11% 0.11% 124 0 0.0% Q2 2026 Aug 10, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 147,043 35,650 8.82% 8.82% 125 0 0.0% Q2 2026 Jul 21, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 145,301 35,225 0.23% 0.23% 126 0 0.0% Q2 2026 Aug 14, 2026
Objectivity Squared, LLC History No change 144,543 35,041 19.74% 19.74% 127 0 0.0% Q2 2026 Aug 07, 2026
Cordatus Wealth Management LLC History No change 144,489 35,028 7.69% 7.69% 128 0 0.0% Q2 2026 Jul 29, 2026
JMAC ENTERPRISES LLC History No change 143,943 34,896 5.88% 5.88% 129 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 140,095 33,963 0.2% 0.2% 130 0 0.0% Q2 2026 Aug 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 139,126 33,728 0.11% 0.11% 131 0 0.0% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History No change 138,965 33,689 0.16% 0.16% 132 0 0.0% Q2 2026 Aug 13, 2026
Claro Advisors Inc. History No change 138,046 33,466 3.51% 3.51% 133 0 0.0% Q2 2026 Jul 30, 2026
CITADEL ADVISORS LLC History No change 137,294 33,284 0.0% 0.0% 134 0 0.0% Q2 2026 Sep 02, 2026
RMR Wealth Builders History No change 136,510 33,094 2.06% 2.06% 135 0 0.0% Q2 2026 Jul 24, 2026
Sylvest Advisors, LLC History No change 132,225 32,055 14.45% 14.45% 136 0 0.0% Q2 2026 Jul 22, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 129,437 31,379 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 129,178 31,317 3.16% 3.16% 138 0 0.0% Q2 2026 Jul 16, 2026
LWM ADVISORS INC History Reduced 125,487 31,112 23.49% 23.05% 139 -2,000 -1.57% Q3 2026 Oct 08, 2026
Boston Partners History No change 127,621 31,004 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 04, 2026
RWA WEALTH PARTNERS, LLC History No change 127,277 30,855 0.3% 0.3% 141 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 127,219 30,842 0.07% 0.07% 142 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Added to 122,927 30,477 0.83% 0.83% 143 +4,673 3.95% Q3 2026 Oct 02, 2026
SIMON QUICK ADVISORS, LLC History No change 124,223 30,115 1.22% 1.22% 144 0 0.0% Q2 2026 Jul 28, 2026
WESTWOOD HOLDINGS GROUP INC History No change 122,810 29,772 0.22% 0.22% 145 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 122,334 29,657 0.35% 0.35% 146 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 122,215 29,628 1.14% 1.14% 147 0 0.0% Q2 2026 Jul 20, 2026
AMG National Trust Bank History No change 121,896 29,551 0.61% 0.61% 148 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 120,601 29,237 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Ryan Investment Management, Inc. History No change 120,376 29,182 13.21% 13.21% 150 0 0.0% Q2 2026 Jul 07, 2026
Nadler Financial Group, Inc. History No change 119,675 29,012 2.46% 2.46% 151 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Advisors, LLC History No change 117,742 28,544 0.27% 0.27% 152 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 116,951 28,352 0.6% 0.6% 153 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 116,884 28,336 0.07% 0.07% 154 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 116,785 28,312 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 116,488 28,240 0.19% 0.19% 156 0 0.0% Q2 2026 Aug 17, 2026
BTC Capital Management, Inc. History No change 114,711 27,810 1.69% 1.69% 157 0 0.0% Q2 2026 Jul 16, 2026
FULTON BANK, N.A. History No change 109,030 26,432 0.81% 0.81% 158 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History Reduced 106,338 26,364 0.69% 0.73% 159 -1,372 -1.27% Q3 2026 Oct 07, 2026
PFW Advisors LLC History Reduced 105,963 26,271 7.8% 7.77% 160 -3,941 -3.59% Q3 2026 Oct 07, 2026
AWM CAPITAL, LLC History No change 104,700 25,382 2.03% 2.03% 161 0 0.0% Q2 2026 Jul 31, 2026
Stratos Investment Management, LLC History No change 104,385 25,306 0.91% 0.91% 162 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 102,975 24,964 0.25% 0.25% 163 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 102,895 24,944 1.7% 1.7% 164 0 0.0% Q2 2026 Sep 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 100,602 24,398 0.13% 0.13% 165 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 100,400 24,339 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 99,729 24,177 0.25% 0.25% 167 0 0.0% Q2 2026 Aug 03, 2026
Bryn Mawr Trust Advisors, LLC History No change 99,228 24,055 1.05% 1.05% 168 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 98,500 23,879 0.36% 0.36% 169 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 98,484 23,875 0.3% 0.3% 170 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 94,896 23,005 0.36% 0.36% 171 0 0.0% Q2 2026 Aug 10, 2026
CM WEALTH ADVISORS LLC History No change 94,592 22,931 4.14% 4.14% 172 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 94,280 22,856 0.62% 0.62% 173 0 0.0% Q2 2026 Aug 07, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 93,413 22,646 3.26% 3.26% 174 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 93,111 22,573 0.14% 0.14% 175 0 0.0% Q2 2026 Jul 20, 2026
SlateStone Wealth, LLC History No change 92,514 22,428 1.72% 1.72% 176 0 0.0% Q2 2026 Jul 20, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 92,496 22,423 0.41% 0.41% 177 0 0.0% Q2 2026 Aug 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 92,318 22,380 0.11% 0.11% 178 0 0.0% Q2 2026 Sep 23, 2026
Westshore Wealth, LLC History No change 90,319 21,896 6.8% 6.8% 179 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 89,848 21,781 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 87,962 21,324 0.78% 0.78% 181 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial, LLC History No change 87,331 21,171 0.23% 0.23% 182 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 86,242 20,907 0.44% 0.44% 183 0 0.0% Q2 2026 Jul 29, 2026
Independent Family Office, LLC History No change 86,163 20,888 8.39% 8.39% 184 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 85,612 20,755 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 85,448 20,715 0.11% 0.11% 186 0 0.0% Q2 2026 Aug 11, 2026
Integrated Investment Consultants, LLC History No change 84,176 20,406 4.02% 4.02% 187 0 0.0% Q2 2026 Aug 17, 2026
Noble Family Wealth, LLC History No change 82,217 19,931 3.57% 3.57% 188 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 81,486 19,754 0.14% 0.14% 189 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 80,834 19,596 1.16% 1.16% 190 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 80,154 19,431 4.05% 4.05% 191 0 0.0% Q2 2026 Jul 31, 2026
NESTEGG ADVISORS, INC. History No change 80,035 19,402 13.72% 13.72% 192 0 0.0% Q2 2026 Jul 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 79,919 19,374 1.6% 1.6% 193 0 0.0% Q2 2026 Jul 28, 2026
RTD Financial Advisors, Inc. History Reduced 77,821 19,294 2.11% 2.1% 194 -1,443 -1.82% Q3 2026 Oct 09, 2026
PW Nova Financial Services LLC History No change 78,713 19,082 4.09% 4.09% 195 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 78,265 19,016 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 77,208 18,717 0.55% 0.55% 197 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 76,311 18,500 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 75,795 18,375 0.55% 0.55% 199 0 0.0% Q2 2026 Aug 03, 2026
NorthCoast Asset Management LLC History No change 75,245 18,241 0.4% 0.4% 200 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 72,554 18,194 0.23% 0.24% 201 +3,294 4.76% Q3 2026 Oct 08, 2026
Newport Capital Group, LLC History No change 74,500 18,061 10.14% 10.14% 202 0 0.0% Q2 2026 Jul 21, 2026
Ballast, Inc. History No change 74,114 17,967 3.39% 3.39% 203 0 0.0% Q2 2026 Jul 10, 2026
Callan Family Office, LLC History No change 73,717 17,871 0.35% 0.35% 204 0 0.0% Q2 2026 Aug 11, 2026
Willis Johnson & Associates, Inc. History No change 72,762 17,639 0.98% 0.98% 205 0 0.0% Q2 2026 Aug 13, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 72,440 17,561 10.58% 10.58% 206 0 0.0% Q2 2026 Aug 13, 2026
Private Advisory Group LLC History No change 71,874 17,424 0.94% 0.94% 207 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 71,478 17,328 0.73% 0.73% 208 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 71,209 17,262 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 12, 2026
Meramec Financial Planners, LLC History No change 68,485 17,103 6.25% 6.25% 210 0 0.0% Q2 2026 Jul 28, 2026
WEST BANCORPORATION INC History No change 70,539 17,100 7.31% 7.31% 211 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 69,220 16,781 0.11% 0.11% 212 0 0.0% Q2 2026 Sep 08, 2026
SONATA CAPITAL GROUP INC History No change 67,587 16,385 5.29% 5.29% 213 0 0.0% Q2 2026 Jul 24, 2026
Berman McAleer LLC History No change 67,488 16,361 1.89% 1.89% 214 0 0.0% Q2 2026 Jul 16, 2026
FIRST CITIZENS BANK & TRUST CO History No change 63,291 15,343 0.23% 0.23% 215 0 0.0% Q2 2026 Jul 13, 2026
GENESIS PRIVATE WEALTH, LLC History No change 63,143 15,307 4.3% 4.3% 216 0 0.0% Q2 2026 Jul 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 63,113 15,300 0.07% 0.07% 217 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Capital Group History Reduced 60,249 14,937 1.77% 1.79% 218 -1,266 -2.06% Q3 2026 Oct 08, 2026
Aptus Capital Advisors, LLC History No change 61,322 14,866 0.1% 0.1% 219 0 0.0% Q2 2026 Aug 12, 2026
Arete Wealth Advisors, LLC History No change 61,285 14,857 0.98% 0.98% 220 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 59,702 14,801 0.41% 0.4% 221 -19 -0.03% Q3 2026 Oct 08, 2026
INSIGHT 2811, INC. History No change 61,000 14,788 5.72% 5.72% 222 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 60,935 14,772 0.16% 0.16% 223 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 60,827 14,746 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 13, 2026
FDx Advisors, Inc. History No change 59,013 14,307 4.31% 4.31% 225 0 0.0% Q2 2026 Aug 04, 2026
GLENMEDE TRUST CO NA History No change 58,890 14,276 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 58,572 14,199 3.01% 3.01% 227 0 0.0% Q2 2026 Jul 27, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 58,376 14,152 0.87% 0.87% 228 0 0.0% Q2 2026 Jul 23, 2026
CAMBIAR INVESTORS LLC History No change 57,833 14,020 0.61% 0.61% 229 0 0.0% Q2 2026 Jul 31, 2026
IEQ CAPITAL, LLC History No change 57,583 13,959 0.06% 0.06% 230 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 57,185 13,863 0.11% 0.11% 231 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 57,068 13,853 0.39% 0.39% 232 0 0.0% Q2 2026 Aug 07, 2026
INVESTMENT PARTNERS, LTD. History No change 56,939 13,803 4.31% 4.31% 233 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 56,216 13,628 0.67% 0.67% 234 0 0.0% Q2 2026 Jul 28, 2026
Aristotle Capital Management, LLC History No change 55,774 13,521 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 55,768 13,519 0.21% 0.21% 236 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 54,741 13,476 0.27% 0.27% 237 0 0.0% Q2 2026 Jul 29, 2026
Haverford Trust Co History No change 55,569 13,471 0.12% 0.12% 238 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 55,362 13,421 0.19% 0.19% 239 0 0.0% Q2 2026 Aug 10, 2026
Prism Advisors, Inc. History Reduced 53,196 13,405 3.36% 3.26% 240 -2,170 -3.92% Q3 2026 Oct 09, 2026
Krane Financial Solutions LLC History No change 55,203 13,382 8.24% 8.24% 241 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 53,283 12,917 0.13% 0.13% 242 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 53,224 12,903 0.64% 0.64% 243 0 0.0% Q2 2026 Jul 10, 2026
Paladin Partners, LLC History Added to 51,101 12,669 7.8% 8.19% 244 +11 0.02% Q3 2026 Oct 06, 2026
NWAM LLC History No change 51,908 12,583 0.63% 0.63% 245 0 0.0% Q2 2026 Jul 23, 2026
Kelsey Financial, LLC History No change 50,631 12,274 9.31% 9.31% 246 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 50,576 12,261 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 50,573 12,260 0.29% 0.29% 248 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 50,563 12,258 0.56% 0.56% 249 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 50,237 12,178 0.89% 0.89% 250 0 0.0% Q2 2026 Jul 24, 2026
Newton One Investments LLC History No change 50,120 12,150 3.06% 3.06% 251 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History Added to 48,937 12,132 0.26% 0.25% 252 +144 0.3% Q3 2026 Oct 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 49,697 12,048 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 47,708 11,828 1.03% 0.79% 254 +9,185 23.84% Q3 2026 Oct 07, 2026
Diversified Trust Co History No change 48,614 11,785 0.19% 0.19% 255 0 0.0% Q2 2026 Jul 17, 2026
Tradition Wealth Management, LLC History No change 47,811 11,590 0.71% 0.71% 256 0 0.0% Q2 2026 Aug 11, 2026
Montecito Bank & Trust History Reduced 46,442 11,514 1.74% 1.69% 257 -185 -0.4% Q3 2026 Oct 01, 2026
WEBSTER BANK, N. A. History No change 47,432 11,498 1.0% 1.0% 258 0 0.0% Q2 2026 Jul 20, 2026
SCS Capital Management LLC History No change 47,373 11,484 0.11% 0.11% 259 0 0.0% Q2 2026 Aug 06, 2026
FMA Wealth Management, LLC History No change 47,348 11,478 7.35% 7.35% 260 0 0.0% Q2 2026 Jul 09, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 46,185 11,450 0.19% 0.04% 261 +35,693 340.19% Q3 2026 Oct 01, 2026
Argent Trust Co History No change 47,224 11,448 0.33% 0.33% 262 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 45,664 11,070 0.1% 0.1% 263 0 0.0% Q2 2026 Jul 27, 2026
PINEBRIDGE INVESTMENTS LLC History No change 45,508 11,032 0.09% 0.09% 264 0 0.0% Q2 2026 Aug 13, 2026
Smith & Howard Wealth Management, LLC History No change 45,740 11,024 2.19% 2.19% 265 0 0.0% Q2 2026 Aug 03, 2026
NorthRock Partners, LLC History No change 45,467 11,022 0.16% 0.16% 266 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 45,243 10,968 0.18% 0.18% 267 0 0.0% Q2 2026 Aug 14, 2026
OFS Enterprise LLC History No change 45,212 10,960 2.8% 2.8% 268 0 0.0% Q2 2026 Jul 08, 2026
Morton Capital Management LLC/CA History No change 45,061 10,924 1.49% 1.49% 269 0 0.0% Q2 2026 Jul 23, 2026
Visionary Wealth Advisors History No change 44,825 10,866 0.43% 0.43% 270 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 44,387 10,760 0.05% 0.05% 271 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 43,948 10,654 0.2% 0.2% 272 0 0.0% Q2 2026 Jul 09, 2026
HBK Sorce Advisory LLC History No change 41,441 10,614 0.2% 0.2% 273 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 42,924 10,406 0.08% 0.08% 274 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 42,824 10,381 0.05% 0.05% 275 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 42,702 10,352 0.11% 0.11% 276 0 0.0% Q2 2026 Jul 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 41,888 10,158 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 41,597 10,084 0.58% 0.58% 278 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 41,227 9,994 0.66% 0.66% 279 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Reduced 40,275 9,985 0.07% 0.12% 280 -23,943 -37.28% Q3 2026 Oct 08, 2026
Atria Investments, Inc History No change 41,028 9,946 0.1% 0.1% 281 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 41,024 9,945 0.33% 0.33% 282 0 0.0% Q2 2026 Aug 10, 2026
Arcadia Wealth Management, LLC History No change 40,910 9,917 3.11% 3.11% 283 0 0.0% Q2 2026 Jul 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 40,538 9,827 0.5% 0.5% 284 0 0.0% Q2 2026 Aug 11, 2026
TCW GROUP INC History No change 40,328 9,776 0.07% 0.07% 285 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 39,583 9,596 0.15% 0.15% 286 0 0.0% Q2 2026 Aug 05, 2026
Sunburst Financial Group, LLC History No change 38,698 9,594 1.52% 1.52% 287 0 0.0% Q3 2026 Oct 08, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 39,311 9,530 0.14% 0.14% 288 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 39,173 9,496 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 39,025 9,460 0.11% 0.11% 290 0 0.0% Q2 2026 Aug 12, 2026
Quent Capital, LLC History No change 38,938 9,439 0.58% 0.58% 291 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 38,915 9,434 0.31% 0.31% 292 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Investment Counsel, LLC History No change 38,693 9,380 1.23% 1.23% 293 0 0.0% Q2 2026 Aug 05, 2026
Stegner Investment Associates Inc. History No change 38,393 9,307 4.43% 4.43% 294 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 38,352 9,297 0.19% 0.19% 295 0 0.0% Q2 2026 Aug 14, 2026
Segment Wealth Management, LLC History No change 38,049 9,224 0.48% 0.48% 296 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 37,942 9,198 0.36% 0.36% 297 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 37,836 9,172 0.5% 0.5% 298 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 37,706 9,141 0.11% 0.11% 299 0 0.0% Q2 2026 Aug 07, 2026
Waterloo Capital, L.P. History No change 37,287 9,039 0.51% 0.51% 300 0 0.0% Q2 2026 Jul 29, 2026
Independence Asset Advisors, LLC History No change 37,250 9,030 2.35% 2.35% 301 0 0.0% Q2 2026 Jul 15, 2026
Alexis Investment Partners, LLC History No change 37,106 9,007 5.27% 5.27% 302 0 0.0% Q2 2026 Jul 23, 2026
Arbor Investment Advisors, LLC History No change 37,111 8,996 1.02% 1.02% 303 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 36,980 8,965 0.14% 0.14% 304 0 0.0% Q2 2026 Aug 06, 2026
CFM WEALTH PARTNERS LLC History No change 36,980 8,965 1.14% 1.14% 305 0 0.0% Q2 2026 Aug 07, 2026
Sierra Capital LLC History No change 36,928 8,952 0.87% 0.87% 306 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 36,690 8,895 0.22% 0.22% 307 0 0.0% Q2 2026 Jul 20, 2026
Veratis Advisors, Inc. History No change 36,570 8,865 6.27% 6.27% 308 0 0.0% Q2 2026 Aug 13, 2026
Goelzer Investment Management, Inc. History No change 36,530 8,856 0.39% 0.39% 309 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 36,294 8,798 0.84% 0.84% 310 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 36,273 8,793 0.33% 0.33% 311 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 36,204 8,776 0.19% 0.19% 312 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 36,028 8,734 0.14% 0.14% 313 0 0.0% Q2 2026 Aug 07, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 35,903 8,703 1.02% 1.02% 314 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 35,684 8,650 0.16% 0.16% 315 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 35,659 8,644 0.15% 0.15% 316 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 35,392 8,580 0.11% 0.11% 317 0 0.0% Q2 2026 Jul 23, 2026
Raub Brock Capital Management LP History No change 35,357 8,571 2.36% 2.36% 318 0 0.0% Q2 2026 Jul 14, 2026
Astoria Strategic Wealth, Inc. History No change 35,283 8,553 1.95% 1.95% 319 0 0.0% Q2 2026 Jul 16, 2026
Kingsview Wealth Management, LLC History No change 35,076 8,503 0.1% 0.1% 320 0 0.0% Q2 2026 Aug 18, 2026
DT Investment Partners, LLC History No change 35,063 8,500 0.63% 0.63% 321 0 0.0% Q2 2026 Jul 27, 2026
Hirtle & Co., LLC History No change 35,009 8,487 0.28% 0.28% 322 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 34,832 8,444 0.42% 0.42% 323 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History Added to 34,034 8,438 1.76% 0.24% 324 +29,192 602.89% Q3 2026 Oct 08, 2026
Widmann Financial Services, Inc. History No change 34,728 8,419 4.52% 4.52% 325 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 34,717 8,416 0.42% 0.42% 326 0 0.0% Q2 2026 Jul 28, 2026
Northern Lights Advisors, Inc. History No change 34,695 8,411 4.58% 4.58% 327 0 0.0% Q2 2026 Aug 06, 2026
REBALANCE, LLC History No change 34,593 8,386 0.44% 0.44% 328 0 0.0% Q2 2026 Jul 16, 2026
Pointe Capital Management LLC History No change 34,534 8,372 3.75% 3.75% 329 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 34,394 8,338 0.2% 0.2% 330 0 0.0% Q2 2026 Jul 31, 2026
American State Bank (Iowa) History No change 34,311 8,318 3.37% 3.37% 331 0 0.0% Q2 2026 Jul 09, 2026
Mullaney, Keating & Wright, Inc. History No change 34,296 8,314 4.02% 4.02% 332 0 0.0% Q2 2026 Jul 14, 2026
OneDigital Investment Advisors LLC History No change 33,912 8,221 0.07% 0.07% 333 0 0.0% Q2 2026 Aug 06, 2026
Confluence Wealth Services, Inc. History No change 33,891 8,216 0.23% 0.23% 334 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History Added to 33,132 8,214 0.12% 0.12% 335 +226 0.69% Q3 2026 Oct 05, 2026
BIP Wealth, LLC History No change 33,499 8,121 0.23% 0.23% 336 0 0.0% Q2 2026 Aug 03, 2026
Finley Financial, LLC History No change 33,346 8,084 3.25% 3.25% 337 0 0.0% Q2 2026 Jul 08, 2026
CIBC WORLD MARKET INC. History No change 33,296 8,071 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 13, 2026
TPG Financial Advisors, LLC History No change 32,922 7,981 2.38% 2.38% 339 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 32,449 7,866 0.25% 0.25% 340 0 0.0% Q2 2026 Jul 27, 2026
DAVENPORT & Co LLC History No change 32,111 7,784 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 13, 2026
TORONTO DOMINION BANK History No change 31,915 7,737 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 31,700 7,685 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 13, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 31,668 7,677 2.64% 2.64% 344 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 31,659 7,675 0.21% 0.21% 345 0 0.0% Q2 2026 Jul 17, 2026
Auour Investments LLC History No change 31,595 7,659 2.2% 2.2% 346 0 0.0% Q2 2026 Jul 21, 2026
M.D. Sass, LLC History No change 31,554 7,649 0.5% 0.5% 347 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 31,463 7,627 0.16% 0.16% 348 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 31,331 7,595 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 14, 2026
American Institute for Advanced Investment Management, LLP History No change 31,216 7,567 4.37% 4.37% 350 0 0.0% Q2 2026 Jul 21, 2026
Ballentine Partners, LLC History No change 31,161 7,554 0.09% 0.09% 351 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 31,037 7,524 0.09% 0.09% 352 0 0.0% Q2 2026 Jul 22, 2026
QUADRANT CAPITAL GROUP LLC History No change 30,998 7,514 0.21% 0.21% 353 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 30,891 7,488 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 30,065 7,433 0.07% 0.07% 355 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 30,294 7,344 0.14% 0.14% 356 0 0.0% Q2 2026 Jul 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 30,146 7,308 0.43% 0.43% 357 0 0.0% Q2 2026 Aug 10, 2026
Allen Investment Management, LLC History No change 30,093 7,295 0.09% 0.09% 358 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 29,871 7,241 0.2% 0.2% 359 0 0.0% Q2 2026 Aug 10, 2026
Crescent Grove Advisors, LLC History No change 29,869 7,241 0.6% 0.6% 360 0 0.0% Q2 2026 Aug 10, 2026
Harbour Capital Advisors, LLC History No change 29,277 7,226 1.32% 1.32% 361 0 0.0% Q2 2026 Jul 15, 2026
Hardy Reed LLC History No change 29,678 7,194 0.46% 0.46% 362 0 0.0% Q2 2026 Aug 03, 2026
MidFirst Bank History No change 29,677 7,194 0.51% 0.51% 363 0 0.0% Q2 2026 Aug 07, 2026
NOTTINGHAM ADVISORS, INC. History No change 28,513 7,009 0.84% 0.84% 364 0 0.0% Q2 2026 Jul 27, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,681 6,953 1.71% 1.71% 365 0 0.0% Q2 2026 Jul 20, 2026
GREAT LAKES ADVISORS, LLC History No change 28,654 6,946 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 10, 2026
Disciplined Investments, LLC History No change 28,624 6,939 2.24% 2.24% 367 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 32,403 6,923 1.19% 1.19% 368 0 0.0% Q2 2026 Aug 03, 2026
Estate Counselors, LLC History No change 28,438 6,894 0.59% 0.59% 369 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 28,206 6,838 0.07% 0.07% 370 0 0.0% Q2 2026 Aug 05, 2026
Brand Asset Management Group, Inc. History No change 28,171 6,829 1.51% 1.51% 371 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 28,070 6,804 0.08% 0.08% 372 0 0.0% Q2 2026 Aug 10, 2026
Vanguard National Trust Co History No change 28,061 6,802 0.37% 0.37% 373 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 28,046 6,799 0.25% 0.25% 374 0 0.0% Q2 2026 Aug 06, 2026
EQUITABLE TRUST CO History No change 28,035 6,796 0.28% 0.28% 375 0 0.0% Q2 2026 Jul 23, 2026
Next Capital Management LLC History No change 27,975 6,781 1.83% 1.83% 376 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 27,352 6,776 0.13% 0.13% 377 0 0.0% Q2 2026 Jul 27, 2026
Towerpoint Wealth, LLC History No change 27,783 6,735 2.33% 2.33% 378 0 0.0% Q2 2026 Jul 09, 2026
FORTE ASSET MANAGEMENT LLC History No change 27,597 6,690 2.73% 2.73% 379 0 0.0% Q2 2026 Jul 21, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 27,593 6,689 0.09% 0.09% 380 0 0.0% Q2 2026 Jul 15, 2026
Piedmont Capital Management, LLC/NC History No change 27,500 6,666 4.07% 4.07% 381 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 27,480 6,661 0.61% 0.61% 382 0 0.0% Q2 2026 Aug 10, 2026
Brightwater Advisory LLC History No change 27,281 6,613 4.18% 4.18% 383 0 0.0% Q2 2026 Aug 07, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 27,263 6,609 1.36% 1.36% 384 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 27,244 6,604 0.14% 0.14% 385 0 0.0% Q2 2026 Aug 14, 2026
KLCM Advisors, Inc. History No change 27,218 6,598 0.52% 0.52% 386 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 26,936 6,530 0.03% 0.03% 387 0 0.0% Q2 2026 Jul 17, 2026
Valmark Advisers, Inc. History No change 26,772 6,490 0.07% 0.07% 388 0 0.0% Q2 2026 Aug 06, 2026
HBK INVESTMENTS L P History No change 26,600 6,448 0.06% 0.06% 389 0 0.0% Q2 2026 Sep 16, 2026
EAGLE CAPITAL MANAGEMENT LLC History No change 26,571 6,441 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 26,353 6,388 0.28% 0.28% 391 0 0.0% Q2 2026 Jul 31, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 26,243 6,361 0.44% 0.44% 392 0 0.0% Q2 2026 Jul 07, 2026
Community Bank, N.A. History No change 26,209 6,353 0.69% 0.69% 393 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 26,141 6,337 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 07, 2026
POTENTIA WEALTH History No change 26,143 6,337 2.59% 2.59% 395 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 26,116 6,331 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 12, 2026
Aureus Asset Management, LLC History No change 25,814 6,258 0.38% 0.38% 397 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 25,718 6,235 0.63% 0.63% 398 0 0.0% Q2 2026 Jul 29, 2026
Heck Capital Advisors, LLC History No change 25,627 6,212 0.37% 0.37% 399 0 0.0% Q2 2026 Jul 10, 2026
ASSETMARK, INC History No change 25,399 6,157 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 30, 2026
New England Private Wealth Advisors LLC History No change 24,547 6,093 0.59% 0.59% 401 0 0.0% Q2 2026 Aug 04, 2026
Paladin Advisory Group, LLC History No change 24,818 6,016 4.0% 4.0% 402 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 24,782 6,007 0.04% 0.04% 403 0 0.0% Q2 2026 Jul 20, 2026
Winthrop Advisory Group LLC History No change 24,452 5,927 0.4% 0.4% 404 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 24,436 5,924 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 04, 2026
Diversified Portfolios, Inc. History No change 24,412 5,918 0.43% 0.43% 406 0 0.0% Q2 2026 Aug 04, 2026
KINTRA WEALTH, LLC History No change 22,795 5,896 0.31% 0.31% 407 0 0.0% Q2 2026 Aug 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 24,227 5,873 1.21% 1.21% 408 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 24,249 5,871 0.27% 0.27% 409 0 0.0% Q2 2026 Aug 20, 2026
RHUMBLINE ADVISERS History No change 24,202 5,867 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 11, 2026
CASTLEARK MANAGEMENT LLC History No change 24,040 5,828 0.16% 0.16% 411 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 23,933 5,802 0.12% 0.12% 412 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 23,936 5,802 0.14% 0.14% 413 0 0.0% Q2 2026 Jul 31, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 23,738 5,754 2.06% 2.06% 414 0 0.0% Q2 2026 Jul 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 23,702 5,746 0.11% 0.11% 415 0 0.0% Q2 2026 Aug 12, 2026
Alta Wealth Advisors LLC History No change 23,549 5,708 1.55% 1.55% 416 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Advisory, LLC History No change 23,407 5,674 0.47% 0.47% 417 0 0.0% Q2 2026 Jul 29, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 23,120 5,604 0.71% 0.71% 418 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 22,996 5,574 0.27% 0.27% 419 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 22,411 5,556 0.07% 0.06% 421 +819 3.79% Q3 2026 Oct 05, 2026
STOCK YARDS BANK & TRUST CO History No change 22,921 5,556 0.16% 0.16% 420 0 0.0% Q2 2026 Aug 19, 2026
Columbus Macro, LLC History No change 22,896 5,550 0.54% 0.54% 422 0 0.0% Q2 2026 Jul 22, 2026
Broadview Financial Management, LLC History No change 22,758 5,517 3.37% 3.37% 423 0 0.0% Q2 2026 Aug 12, 2026
Tanglewood Legacy Advisors, LLC History No change 22,694 5,501 1.78% 1.78% 424 0 0.0% Q2 2026 Aug 10, 2026
Riverview Capital Advisers, LLC History No change 22,453 5,443 1.56% 1.56% 425 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 22,368 5,422 0.52% 0.52% 426 0 0.0% Q2 2026 Jul 24, 2026
Asset Management Group, Inc. History No change 22,264 5,397 0.79% 0.79% 427 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 22,144 5,368 0.09% 0.09% 428 0 0.0% Q2 2026 Aug 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 22,021 5,338 0.25% 0.25% 429 0 0.0% Q2 2026 Jul 21, 2026
Vestmark Advisory Solutions, Inc. History No change 21,882 5,304 0.05% 0.05% 430 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 21,582 5,232 0.34% 0.34% 431 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 21,377 5,182 0.1% 0.1% 432 0 0.0% Q2 2026 Aug 14, 2026
Tolleson Wealth Management, Inc. History No change 20,958 5,080 0.68% 0.68% 433 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 20,694 5,016 0.15% 0.15% 434 0 0.0% Q2 2026 Jul 15, 2026
D.A. DAVIDSON & CO. History No change 20,665 5,009 0.03% 0.03% 435 0 0.0% Q2 2026 Jul 24, 2026
HMS Capital Management, LLC History No change 20,600 4,994 1.87% 1.87% 436 0 0.0% Q2 2026 Jul 21, 2026
Caprock Group, LLC History No change 20,547 4,981 0.1% 0.1% 437 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 20,486 4,966 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 06, 2026
Permanens Capital L.P. History No change 20,400 4,945 0.51% 0.51% 439 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 19,565 4,850 0.16% 0.17% 440 +541 2.84% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 19,806 4,801 0.06% 0.06% 441 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 19,753 4,788 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 14, 2026
CHILTON INVESTMENT CO INC. History No change 19,736 4,784 0.11% 0.11% 443 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 22,192 4,741 0.13% 0.13% 444 0 0.0% Q2 2026 Aug 13, 2026
FC Advisory LLC History Reduced 19,106 4,736 1.24% 1.25% 445 -350 -1.8% Q3 2026 Oct 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 19,516 4,731 0.26% 0.26% 446 0 0.0% Q2 2026 Aug 04, 2026
CARRET ASSET MANAGEMENT, LLC History No change 19,281 4,674 0.41% 0.41% 447 0 0.0% Q2 2026 Aug 04, 2026
Simplicity Wealth,LLC History No change 19,255 4,667 0.16% 0.16% 448 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History No change 18,811 4,663 0.19% 0.18% 449 0 0.0% Q3 2026 Oct 08, 2026
Serenus Wealth Advisors, LLC History No change 19,223 4,660 0.81% 0.81% 450 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 19,175 4,648 0.31% 0.31% 451 0 0.0% Q2 2026 Jul 21, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 19,154 4,643 0.13% 0.13% 452 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 19,067 4,628 0.15% 0.15% 453 0 0.0% Q2 2026 Aug 12, 2026
Stillwater Capital Advisors, LLC History No change 19,085 4,626 0.47% 0.47% 454 0 0.0% Q2 2026 Jul 23, 2026
DIXON FNANCIAL SERVICES, INC. History No change 18,930 4,589 1.86% 1.86% 455 0 0.0% Q2 2026 Jul 14, 2026
NBH Bank History No change 18,845 4,568 1.92% 1.92% 456 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 18,807 4,559 0.2% 0.2% 457 0 0.0% Q2 2026 Jul 09, 2026
Summa Corp. History No change 18,766 4,549 1.43% 1.43% 458 0 0.0% Q2 2026 Aug 06, 2026
Tandem Financial, LLC History No change 18,731 4,540 1.37% 1.37% 459 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 18,535 4,493 0.25% 0.25% 460 0 0.0% Q2 2026 Jul 21, 2026
Busey Bank History No change 18,403 4,461 0.11% 0.11% 461 0 0.0% Q2 2026 Aug 13, 2026
Foundation Wealth Management, LLC\PA History No change 18,389 4,458 1.35% 1.35% 462 0 0.0% Q2 2026 Jul 21, 2026
NICOLET BANKSHARES INC History No change 18,273 4,454 0.14% 0.14% 463 0 0.0% Q2 2026 Aug 11, 2026
Holistic Financial Partners History No change 18,284 4,432 2.71% 2.71% 464 0 0.0% Q2 2026 Jul 23, 2026
Argyle Capital Partners, LLC History No change 18,266 4,428 2.79% 2.79% 465 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 18,088 4,385 0.08% 0.08% 466 0 0.0% Q2 2026 Aug 11, 2026
WEALTHSPAN PARTNERS, LLC History No change 18,048 4,375 1.38% 1.38% 467 0 0.0% Q2 2026 Aug 06, 2026
W ADVISORS, LLC History No change 18,049 4,375 1.99% 1.99% 468 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 17,972 4,356 0.07% 0.07% 469 0 0.0% Q2 2026 Jul 28, 2026
Aureum Wealth Management, LLC History No change 17,932 4,347 2.7% 2.7% 470 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 17,897 4,338 0.22% 0.22% 471 0 0.0% Q2 2026 Jul 28, 2026
Joel Isaacson & Co., LLC History No change 17,870 4,332 0.13% 0.13% 472 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 17,812 4,318 0.05% 0.05% 473 0 0.0% Q2 2026 Jul 22, 2026
Goodman Financial Corp History No change 17,805 4,316 0.67% 0.67% 474 0 0.0% Q2 2026 Jul 29, 2026
Aaron Wealth Advisors LLC History No change 17,773 4,308 0.22% 0.22% 475 0 0.0% Q2 2026 Jul 16, 2026
Essex Financial Services, Inc. History No change 17,721 4,296 0.21% 0.21% 476 0 0.0% Q2 2026 Aug 10, 2026
BEAM WEALTH ADVISORS, INC. History No change 17,671 4,283 0.94% 0.94% 477 0 0.0% Q2 2026 Jul 29, 2026
Icon Wealth Advisors, LLC History No change 17,347 4,205 0.25% 0.25% 478 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 16,893 4,095 0.46% 0.46% 479 0 0.0% Q2 2026 Jul 10, 2026
Affinity Capital Advisors, LLC History No change 16,249 4,017 0.5% 0.5% 480 0 0.0% Q2 2026 Jul 08, 2026
Intrua Financial, LLC History No change 16,367 3,967 0.36% 0.36% 481 0 0.0% Q2 2026 Jul 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 16,346 3,962 0.06% 0.06% 482 0 0.0% Q2 2026 Jul 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 16,320 3,956 0.5% 0.5% 483 0 0.0% Q2 2026 Aug 25, 2026
Empowered Funds, LLC History No change 16,243 3,937 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 16,206 3,928 0.4% 0.4% 485 0 0.0% Q2 2026 Jul 28, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 16,169 3,919 0.38% 0.38% 486 0 0.0% Q2 2026 Jul 22, 2026
Ancora Advisors LLC History No change 16,141 3,913 0.08% 0.08% 487 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 16,099 3,903 0.36% 0.36% 488 0 0.0% Q2 2026 Jul 22, 2026
Cambria Investment Management, L.P. History No change 16,076 3,897 0.19% 0.19% 489 0 0.0% Q2 2026 Aug 14, 2026
TRUE Private Wealth Advisors History No change 15,968 3,871 0.33% 0.33% 490 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 15,936 3,863 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,931 3,862 0.08% 0.08% 492 0 0.0% Q2 2026 Jul 17, 2026
Midwest Professional Planners, LTD. History No change 15,915 3,858 0.76% 0.76% 493 0 0.0% Q2 2026 Aug 05, 2026
SAPIENT CAPITAL LLC History Added to 15,515 3,846 0.05% 0.05% 494 +318 2.09% Q3 2026 Oct 08, 2026
Western Wealth Management, LLC History No change 15,809 3,832 0.13% 0.13% 495 0 0.0% Q2 2026 Aug 14, 2026
Game Plan Financial Advisors, LLC History No change 15,705 3,807 1.41% 1.41% 496 0 0.0% Q2 2026 Aug 07, 2026
Glenview Trust Co History No change 15,700 3,806 0.05% 0.05% 497 0 0.0% Q2 2026 Aug 18, 2026
Azimuth Capital Investment Management LLC History No change 15,567 3,773 0.13% 0.13% 498 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 15,417 3,737 0.62% 0.62% 499 0 0.0% Q2 2026 Jul 21, 2026
Atwater Malick LLC History No change 15,413 3,736 0.81% 0.81% 500 0 0.0% Q2 2026 Jul 27, 2026
Topel & Distasi Wealth Management, LLC History No change 15,260 3,699 1.78% 1.78% 501 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 15,201 3,685 0.22% 0.22% 502 0 0.0% Q2 2026 Jul 31, 2026
Gilliland Jeter Wealth Management LLC History No change 15,195 3,683 0.96% 0.96% 503 0 0.0% Q2 2026 Jul 29, 2026
Premier Path Wealth Partners, LLC History No change 15,105 3,661 0.42% 0.42% 504 0 0.0% Q2 2026 Jul 21, 2026
Colorado Capital Management, Inc. History No change 15,060 3,651 1.25% 1.25% 505 0 0.0% Q2 2026 Jul 08, 2026
Magnus Financial Group LLC History No change 15,014 3,639 0.26% 0.26% 506 0 0.0% Q2 2026 Jul 09, 2026
Pathway Financial Advisors LLC History No change 14,660 3,634 0.4% 0.42% 507 0 0.0% Q3 2026 Oct 07, 2026
Resurgent Financial Advisors LLC History No change 14,929 3,619 1.01% 1.01% 508 0 0.0% Q2 2026 Aug 14, 2026
Accredited Investors Inc. History No change 14,861 3,602 0.16% 0.16% 509 0 0.0% Q2 2026 Jul 21, 2026
NTV ASSET MANAGEMENT LLC History No change 14,825 3,594 0.35% 0.35% 510 0 0.0% Q2 2026 Aug 05, 2026
Evanson Financial, LLC History No change 14,777 3,582 0.18% 0.18% 511 0 0.0% Q2 2026 Jul 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 14,721 3,569 0.04% 0.04% 512 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 14,685 3,560 0.09% 0.09% 513 0 0.0% Q2 2026 Jul 07, 2026
Boston Trust Walden Corp History No change 14,638 3,548 0.03% 0.03% 514 0 0.0% Q2 2026 Jul 24, 2026
Mainstream Capital Management LLC History No change 14,598 3,538 2.13% 2.13% 515 0 0.0% Q2 2026 Jul 15, 2026
WCG Wealth Advisors LLC History No change 14,582 3,535 0.08% 0.08% 516 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 14,505 3,516 0.34% 0.34% 517 0 0.0% Q2 2026 Jul 31, 2026
Clientfirst Wealth Management, LLC History No change 14,479 3,510 2.88% 2.88% 518 0 0.0% Q2 2026 Jul 30, 2026
EPG Wealth Management LLC History No change 14,439 3,500 0.84% 0.84% 519 0 0.0% Q2 2026 Jul 28, 2026
Ironsides Asset Advisors, LLC History No change 14,365 3,482 0.82% 0.82% 520 0 0.0% Q2 2026 Aug 12, 2026
Autumn Glory Partners, LLC History No change 14,259 3,456 0.98% 0.98% 521 0 0.0% Q2 2026 Aug 03, 2026
BG Investment Services, LLC History No change 14,160 3,432 2.47% 2.47% 522 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 14,105 3,419 0.05% 0.05% 523 0 0.0% Q2 2026 Jul 15, 2026
SOA Wealth Advisors, LLC. History No change 13,925 3,375 0.57% 0.57% 524 0 0.0% Q2 2026 Jul 21, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 13,909 3,372 1.0% 1.0% 525 0 0.0% Q2 2026 Jul 31, 2026
SIG BROKERAGE, LP History No change 13,889 3,367 0.07% 0.07% 526 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 13,773 3,359 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History Reduced 13,544 3,357 0.33% 0.38% 528 -2,445 -15.29% Q3 2026 Oct 08, 2026
Q3 Asset Management History No change 13,798 3,345 0.61% 0.61% 529 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 13,784 3,341 0.92% 0.92% 530 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 13,785 3,341 0.1% 0.1% 531 0 0.0% Q2 2026 Jul 09, 2026
FLAGSTAR SECURITIES, INC History No change 13,670 3,314 1.0% 1.0% 532 0 0.0% Q2 2026 Jul 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 13,605 3,298 0.34% 0.34% 533 0 0.0% Q2 2026 Jul 27, 2026
Ascent Wealth Partners, LLC History No change 13,565 3,288 0.33% 0.33% 534 0 0.0% Q2 2026 Jul 31, 2026
ANCHYRA PARTNERS LLC History No change 13,456 3,262 0.78% 0.78% 535 0 0.0% Q2 2026 Jul 23, 2026
Eagle Strategies LLC History No change 13,439 3,258 0.32% 0.32% 536 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 13,434 3,256 0.1% 0.1% 537 0 0.0% Q2 2026 Jul 31, 2026
COURIER CAPITAL LLC History No change 13,407 3,250 0.16% 0.16% 538 0 0.0% Q2 2026 Jul 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 13,257 3,213 0.22% 0.22% 539 0 0.0% Q2 2026 Aug 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 13,133 3,183 0.04% 0.04% 540 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 13,125 3,181 0.82% 0.82% 541 0 0.0% Q2 2026 Jul 21, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 13,119 3,180 1.57% 1.57% 542 0 0.0% Q2 2026 Jul 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 13,260 3,179 0.04% 0.04% 543 0 0.0% Q2 2026 Aug 06, 2026
Centennial Bank/AR/ History No change 13,068 3,168 1.02% 1.02% 544 0 0.0% Q2 2026 Aug 10, 2026
DONALD SMITH & CO., INC. History No change 13,000 3,151 0.06% 0.06% 545 0 0.0% Q2 2026 Aug 11, 2026
CHEMUNG CANAL TRUST CO History No change 12,987 3,148 0.58% 0.58% 546 0 0.0% Q2 2026 Jul 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 12,967 3,143 0.03% 0.03% 547 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Advisors, Inc. History No change 12,944 3,138 0.66% 0.66% 548 0 0.0% Q2 2026 Jul 17, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 12,841 3,113 0.19% 0.19% 549 0 0.0% Q2 2026 Jul 31, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 12,555 3,112 0.21% 0.2% 550 0 0.0% Q3 2026 Oct 09, 2026
STAGE HARBOR FINANCIAL, LLC History No change 12,840 3,112 1.8% 1.8% 551 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 12,811 3,105 0.04% 0.04% 552 0 0.0% Q2 2026 Aug 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 12,804 3,104 0.12% 0.12% 553 0 0.0% Q2 2026 Aug 05, 2026
Grant Street Asset Management, Inc. History No change 12,792 3,101 0.51% 0.51% 554 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 12,710 3,081 0.05% 0.05% 555 0 0.0% Q2 2026 Jul 31, 2026
Quantum Portfolio Management LLC History No change 12,660 3,069 1.1% 1.1% 556 0 0.0% Q2 2026 Aug 14, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 12,654 3,067 2.0% 2.0% 557 0 0.0% Q2 2026 Jul 28, 2026
INVESTED ADVISORS History No change 12,618 3,058 2.7% 2.7% 558 0 0.0% Q2 2026 Aug 04, 2026
Argos Wealth Advisors, LLC History No change 12,591 3,052 0.81% 0.81% 559 0 0.0% Q2 2026 Aug 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 12,583 3,050 0.17% 0.17% 560 0 0.0% Q2 2026 Aug 04, 2026
Capital World Investors History No change 12,556 3,047 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Financial Group History No change 12,500 3,030 2.29% 2.29% 562 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, LLC History No change 12,488 3,027 0.16% 0.16% 563 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 12,382 3,001 0.11% 0.11% 564 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 12,231 2,965 0.14% 0.14% 565 0 0.0% Q2 2026 Jul 21, 2026
Allegheny Financial Group History No change 12,137 2,942 0.31% 0.31% 566 0 0.0% Q2 2026 Jul 22, 2026
Atlas Brown,Inc. History Reduced 11,859 2,940 0.78% 0.77% 567 -1 -0.01% Q3 2026 Oct 09, 2026
Montis Financial, LLC History No change 12,072 2,926 0.6% 0.6% 568 0 0.0% Q2 2026 Aug 05, 2026
49 WEALTH MANAGEMENT, LLC History No change 11,983 2,905 0.55% 0.55% 569 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 11,983 2,905 0.55% 0.55% 570 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 11,913 2,888 0.05% 0.05% 571 0 0.0% Q2 2026 Jul 20, 2026
STAR Financial Bank History No change 11,730 2,843 1.16% 1.16% 572 0 0.0% Q2 2026 Aug 07, 2026
Nolet Wealth Management, LLC History No change 11,725 2,842 1.57% 1.57% 573 0 0.0% Q2 2026 Jul 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 11,724 2,842 0.37% 0.37% 574 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 11,658 2,826 0.67% 0.67% 575 0 0.0% Q2 2026 Jul 20, 2026
Dana Investment Advisors, Inc. History No change 11,629 2,819 0.07% 0.07% 576 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 11,613 2,815 0.06% 0.06% 577 0 0.0% Q2 2026 Jul 17, 2026
WEDBUSH SECURITIES INC History No change 11,477 2,782 0.07% 0.07% 578 0 0.0% Q2 2026 Jul 28, 2026
PlanVest Financial, Inc History No change 11,448 2,775 1.85% 1.85% 579 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 11,436 2,772 0.37% 0.37% 580 0 0.0% Q2 2026 Aug 04, 2026
Capital International Investors History No change 11,416 2,771 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 12, 2026
Florida Trust Wealth Management Co History No change 11,413 2,766 0.07% 0.07% 582 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 11,392 2,761 0.08% 0.08% 583 0 0.0% Q2 2026 Jul 07, 2026
Strategic Wealth Advisors LLC History No change 13,076 2,750 2.35% 2.35% 584 0 0.0% Q2 2026 Aug 07, 2026
SilverOak Wealth Management LLC History No change 11,295 2,738 0.35% 0.35% 585 0 0.0% Q2 2026 Jul 29, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 11,278 2,734 1.37% 1.37% 586 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 11,207 2,716 0.11% 0.11% 587 0 0.0% Q2 2026 Aug 06, 2026
Advocacy Wealth Management, LLC History No change 11,180 2,710 0.1% 0.1% 588 0 0.0% Q2 2026 Jul 29, 2026
Baron Financial Group, LLC History Reduced 10,806 2,679 1.3% 1.27% 589 -210 -1.91% Q3 2026 Oct 09, 2026
Brookstone Capital Management History No change 11,023 2,672 0.03% 0.03% 590 0 0.0% Q2 2026 Jul 15, 2026
GAMCO INVESTORS, INC. ET AL History No change 11,000 2,666 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 11,000 2,666 0.14% 0.14% 592 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 10,985 2,663 0.11% 0.11% 593 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History No change 10,971 2,659 0.37% 0.37% 594 0 0.0% Q2 2026 Jul 15, 2026
CJM Wealth Advisers, Ltd. History No change 10,962 2,657 0.7% 0.7% 595 0 0.0% Q2 2026 Jul 17, 2026
World Investment Advisors History No change 12,011 2,646 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 13, 2026
CGN Advisors LLC History No change 10,858 2,632 0.19% 0.19% 597 0 0.0% Q2 2026 Jul 06, 2026
Indivisible Partners History No change 10,855 2,631 0.15% 0.15% 598 0 0.0% Q2 2026 Aug 04, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 10,781 2,613 0.1% 0.1% 599 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 10,758 2,607 0.03% 0.03% 600 0 0.0% Q2 2026 Jul 23, 2026
Wealth Dimensions Group, Ltd. History No change 10,744 2,604 0.47% 0.47% 601 0 0.0% Q2 2026 Jul 22, 2026
Verdence Capital Advisors LLC History No change 10,625 2,575 0.14% 0.14% 602 0 0.0% Q2 2026 Jul 29, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 10,618 2,574 0.21% 0.21% 603 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 10,613 2,572 0.33% 0.33% 604 0 0.0% Q2 2026 Aug 06, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 10,595 2,568 0.21% 0.21% 605 0 0.0% Q2 2026 Aug 05, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 10,580 2,564 0.05% 0.05% 606 0 0.0% Q2 2026 Aug 12, 2026
ICONIQ Capital, LLC History No change 10,489 2,542 0.07% 0.07% 607 0 0.0% Q2 2026 Aug 13, 2026
jvl associates llc History No change 10,211 2,531 0.73% 0.7% 608 0 0.0% Q3 2026 Oct 09, 2026
Index Technologies Group LLC History No change 10,418 2,525 2.02% 2.02% 609 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 10,058 2,493 0.16% 0.15% 611 +693 7.4% Q3 2026 Oct 08, 2026
Manchester Capital Management LLC History No change 10,284 2,493 0.32% 0.32% 610 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 10,269 2,489 0.2% 0.2% 612 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 10,269 2,489 0.13% 0.13% 613 0 0.0% Q2 2026 Jul 29, 2026
Highland Investment Advisors LLC History No change 10,253 2,485 1.08% 1.08% 614 0 0.0% Q2 2026 Aug 13, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 10,246 2,483 0.29% 0.29% 615 0 0.0% Q2 2026 Jul 24, 2026
Evercore Wealth Management, LLC History No change 10,223 2,478 0.04% 0.04% 616 0 0.0% Q2 2026 Aug 14, 2026
Intrepid Financial Planning Group LLC History No change 10,182 2,468 0.84% 0.84% 617 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 10,159 2,462 0.12% 0.12% 618 0 0.0% Q2 2026 Aug 11, 2026
VERUS CAPITAL PARTNERS, LLC History No change 10,118 2,452 0.13% 0.13% 619 0 0.0% Q2 2026 Aug 06, 2026
FIRST FOUNDATION ADVISORS History No change 10,114 2,451 0.09% 0.09% 620 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 10,088 2,445 0.09% 0.09% 621 0 0.0% Q2 2026 Jul 16, 2026
Summit Financial Strategies, Inc. History No change 10,059 2,438 0.17% 0.17% 622 0 0.0% Q2 2026 Jul 24, 2026
Advisory Resource Group History No change 10,034 2,432 0.37% 0.37% 623 0 0.0% Q2 2026 Jul 14, 2026
Bond & Devick Financial Network, Inc. History No change 10,019 2,428 0.6% 0.6% 624 0 0.0% Q2 2026 Jul 16, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 10,009 2,426 1.19% 1.19% 625 0 0.0% Q2 2026 Jul 29, 2026
Clarion Wealth Managment Partners, LLC History No change 9,983 2,420 1.95% 1.95% 626 0 0.0% Q2 2026 Aug 12, 2026
WestHill Financial Advisors, Inc. History No change 9,980 2,419 0.41% 0.41% 627 0 0.0% Q2 2026 Jul 21, 2026
Glass Jacobson Investment Advisors llc History No change 9,947 2,411 0.75% 0.75% 628 0 0.0% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History No change 9,915 2,403 0.08% 0.08% 629 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 9,916 2,403 0.19% 0.19% 630 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 9,844 2,386 0.06% 0.06% 631 0 0.0% Q2 2026 Jul 28, 2026
LEE DANNER & BASS INC History No change 9,799 2,375 0.14% 0.14% 632 0 0.0% Q2 2026 Jul 21, 2026
ELEMENT POINTE ADVISORS, LLC History No change 9,764 2,367 0.38% 0.38% 633 0 0.0% Q2 2026 Aug 07, 2026
MARSHALL WACE, LLP History No change 9,753 2,364 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 9,750 2,363 0.2% 0.2% 635 0 0.0% Q2 2026 Jul 08, 2026
Qube Research & Technologies Ltd History No change 9,736 2,360 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 14, 2026
Granite Harbor Advisors, Inc. History No change 9,687 2,348 0.93% 0.93% 637 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 9,665 2,343 0.09% 0.09% 638 0 0.0% Q2 2026 Jul 27, 2026
First Western Trust Bank History No change 9,592 2,325 0.11% 0.11% 639 0 0.0% Q2 2026 Jul 29, 2026
InvesTrust History No change 9,584 2,323 0.89% 0.89% 640 0 0.0% Q2 2026 Jul 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 9,581 2,322 0.13% 0.13% 641 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 9,558 2,317 0.05% 0.05% 642 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 9,499 2,302 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 06, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 9,489 2,300 0.58% 0.58% 644 0 0.0% Q2 2026 Jul 20, 2026
Virtue Capital Management, LLC History No change 9,476 2,297 0.31% 0.31% 645 0 0.0% Q2 2026 Aug 05, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 9,455 2,292 1.55% 1.55% 646 0 0.0% Q2 2026 Jul 22, 2026
SAX WEALTH ADVISORS, LLC History No change 10,695 2,285 0.09% 0.09% 647 0 0.0% Q2 2026 Jul 09, 2026
NovaPoint Capital, LLC History No change 9,417 2,282 0.47% 0.47% 648 0 0.0% Q2 2026 Aug 06, 2026
GenWealth Group, Inc. History No change 9,373 2,272 0.35% 0.35% 649 0 0.0% Q2 2026 Jul 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,357 2,268 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History No change 253 2,266 0.24% 0.24% 651 0 0.0% Q2 2026 Aug 04, 2026
VISTA CAPITAL PARTNERS, INC. History No change 9,239 2,239 0.2% 0.2% 652 0 0.0% Q2 2026 Jul 23, 2026
Flaharty Asset Management, LLC History No change 9,052 2,234 3.2% 3.2% 653 0 0.0% Q2 2026 Jul 08, 2026
Verus Financial Partners, Inc. History No change 9,203 2,230 0.19% 0.19% 654 0 0.0% Q2 2026 Jul 21, 2026
BigSur Wealth Management LLC History No change 9,180 2,225 0.54% 0.54% 655 0 0.0% Q2 2026 Jul 14, 2026
Summit Trail Advisors, LLC History No change 9,163 2,221 0.03% 0.03% 656 0 0.0% Q2 2026 Aug 11, 2026
Calamos Wealth Management LLC History No change 9,125 2,212 0.07% 0.07% 657 0 0.0% Q2 2026 Jul 31, 2026
DEUTSCHE BANK AG\ History No change 9,091 2,203 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 9,033 2,189 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 04, 2026
Next Level Private LLC History No change 8,972 2,175 0.43% 0.43% 660 0 0.0% Q2 2026 Jul 09, 2026
Insight Inv LLC History No change 8,971 2,174 1.02% 1.02% 661 0 0.0% Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 8,957 2,171 0.7% 0.7% 662 0 0.0% Q2 2026 Jul 17, 2026
BARRETT & COMPANY, INC. History No change 8,952 2,170 0.61% 0.61% 663 0 0.0% Q2 2026 Jul 24, 2026
McGlone Suttner Wealth Management, Inc. History No change 8,935 2,166 0.25% 0.25% 664 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 8,920 2,162 0.54% 0.54% 665 0 0.0% Q2 2026 Aug 05, 2026
Gryphon Financial Partners LLC History No change 8,910 2,160 0.19% 0.19% 666 0 0.0% Q2 2026 Aug 05, 2026
MAYPORT, LLC History No change 8,910 2,160 0.33% 0.33% 667 0 0.0% Q2 2026 Aug 07, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 8,701 2,157 0.43% 0.44% 668 -558 -6.03% Q3 2026 Oct 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 8,898 2,157 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 28, 2026
Clearwave Capital, LLC History No change 8,881 2,153 1.19% 1.19% 670 0 0.0% Q2 2026 Jul 17, 2026
Financial Management Professionals, Inc. History No change 8,870 2,150 0.2% 0.2% 671 0 0.0% Q2 2026 Jul 09, 2026
STEPH & CO History Reduced 8,654 2,145 0.55% 0.58% 672 -751 -7.99% Q3 2026 Oct 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 8,833 2,141 0.31% 0.31% 673 0 0.0% Q2 2026 Aug 04, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 8,762 2,124 1.61% 1.61% 674 0 0.0% Q2 2026 Aug 07, 2026
Columbia Bank History No change 8,751 2,121 0.48% 0.48% 675 0 0.0% Q2 2026 Jul 24, 2026
Vigil Wealth Management, LLC History No change 8,748 2,120 1.51% 1.51% 676 0 0.0% Q2 2026 Aug 05, 2026
MYCIO WEALTH PARTNERS, LLC History No change 8,715 2,112 0.39% 0.39% 677 0 0.0% Q2 2026 Aug 12, 2026
Indiana Trust & Investment Management Co History No change 8,704 2,110 0.58% 0.58% 678 0 0.0% Q2 2026 Jul 22, 2026
Centerpoint Advisory Group History No change 8,698 2,108 1.34% 1.34% 679 0 0.0% Q2 2026 Jul 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 8,691 2,106 0.14% 0.14% 680 0 0.0% Q2 2026 Jul 28, 2026
Edgestream Partners, L.P. History No change 8,647 2,096 0.06% 0.06% 681 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 8,630 2,092 0.41% 0.41% 682 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,631 2,092 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 24, 2026
EARNED WEALTH ADVISORS, LLC History No change 8,623 2,090 0.13% 0.13% 684 0 0.0% Q2 2026 Aug 14, 2026
True North Advisors, LLC History No change 8,586 2,081 0.2% 0.2% 685 0 0.0% Q2 2026 Jul 22, 2026
Tactive Advisors, LLC History Reduced 8,392 2,080 0.5% 0.54% 686 -633 -7.01% Q3 2026 Oct 08, 2026
RiverGlades Family Offices LLC History No change 8,565 2,076 0.95% 0.95% 687 0 0.0% Q2 2026 Aug 10, 2026
RKL Wealth Management LLC History No change 8,471 2,053 0.16% 0.16% 688 0 0.0% Q2 2026 Aug 10, 2026
St. Louis Trust Co History No change 19,418 2,052 0.23% 0.23% 689 0 0.0% Q2 2026 Jul 30, 2026
David Kennon Inc History No change 8,424 2,042 0.67% 0.67% 690 0 0.0% Q2 2026 Jul 22, 2026
Capital Asset Advisory Services LLC History No change 8,416 2,040 0.07% 0.07% 691 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 8,399 2,036 0.15% 0.15% 692 0 0.0% Q2 2026 Aug 05, 2026
Affiance Financial, LLC History No change 8,391 2,034 0.29% 0.29% 693 0 0.0% Q2 2026 Jul 09, 2026
United Advisor Group, LLC History No change 8,294 2,010 0.21% 0.21% 694 0 0.0% Q2 2026 Jul 29, 2026
Sage Mountain Advisors LLC History No change 8,249 1,999 0.12% 0.12% 695 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 8,214 1,991 0.1% 0.1% 696 0 0.0% Q2 2026 Jul 23, 2026
MYECFO, LLC History No change 8,215 1,991 0.75% 0.75% 697 0 0.0% Q2 2026 Aug 10, 2026
Perennial Investment Advisors, LLC History No change 8,200 1,987 0.13% 0.13% 698 0 0.0% Q2 2026 Aug 14, 2026
IFC Advisors LLC History No change 8,123 1,969 0.25% 0.25% 699 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 8,116 1,967 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 31, 2026
Freestone Capital Holdings, LLC History No change 8,038 1,948 0.05% 0.05% 701 0 0.0% Q2 2026 Jul 31, 2026
Kestra Investment Management, LLC History No change 8,029 1,946 0.04% 0.04% 702 0 0.0% Q2 2026 Aug 05, 2026
Great Waters Wealth Management History Reduced 7,848 1,945 0.17% 0.18% 703 -10 -0.13% Q3 2026 Oct 07, 2026
Bruce G. Allen Investments, LLC History No change 8,026 1,945 1.24% 1.24% 704 0 0.0% Q2 2026 Jul 31, 2026
TOWER BRIDGE ADVISORS History No change 8,000 1,939 0.17% 0.17% 705 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 7,953 1,928 0.2% 0.2% 706 0 0.0% Q2 2026 Jul 09, 2026
Sound View Wealth Advisors Group, LLC History No change 7,919 1,919 0.12% 0.12% 707 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 7,832 1,898 0.3% 0.3% 708 0 0.0% Q2 2026 Aug 04, 2026
Nabity-Jensen Investment Management Inc History No change 7,818 1,895 1.16% 1.16% 709 0 0.0% Q2 2026 Jul 27, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 7,634 1,892 1.08% 1.1% 710 -170 -2.18% Q3 2026 Oct 08, 2026
ZENITH SOLUTIONS, INC. History No change 7,772 1,884 1.71% 1.71% 711 0 0.0% Q2 2026 Aug 03, 2026
Balboa Wealth Partners History No change 7,746 1,877 0.26% 0.26% 712 0 0.0% Q2 2026 Aug 10, 2026
Oak Barrel Wealth Advisory LLC History No change 7,738 1,875 0.83% 0.83% 713 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 7,721 1,871 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 7,719 1,871 0.14% 0.14% 715 0 0.0% Q2 2026 Aug 03, 2026
FIRST MANHATTAN CO. LLC. History No change 7,692 1,864 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 7,454 1,861 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 7,454 1,861 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 29, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 7,298 1,837 0.98% 0.98% 719 0 0.0% Q2 2026 Aug 07, 2026
Security Financial Services, INC. History No change 7,566 1,834 0.25% 0.25% 720 0 0.0% Q2 2026 Jul 15, 2026
MMA ASSET MANAGEMENT LLC History No change 7,528 1,825 0.58% 0.58% 721 0 0.0% Q2 2026 Aug 04, 2026
Key FInancial Inc History No change 7,512 1,821 0.3% 0.3% 722 0 0.0% Q2 2026 Jul 24, 2026
Laird Norton Wetherby Trust Company, LLC History No change 7,509 1,820 0.03% 0.03% 723 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 7,476 1,812 0.16% 0.16% 724 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ALLIANCE, LLC History No change 7,455 1,807 0.15% 0.15% 725 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 7,444 1,804 0.14% 0.14% 726 0 0.0% Q2 2026 Aug 14, 2026
Maxele Advisors, LLC History No change 7,430 1,801 1.26% 1.26% 727 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 7,398 1,793 0.02% 0.02% 728 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 7,355 1,783 0.09% 0.09% 729 0 0.0% Q2 2026 Aug 11, 2026
Clifford Group, LLC History No change 7,358 1,783 1.23% 1.23% 730 0 0.0% Q2 2026 Aug 14, 2026
Breachway Investments LLC History No change 7,336 1,778 2.68% 2.68% 731 0 0.0% Q2 2026 Jul 13, 2026
Ethos Financial Group, LLC History No change 7,276 1,769 0.12% 0.12% 732 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 7,294 1,768 0.02% 0.02% 733 0 0.0% Q2 2026 Aug 12, 2026
Legacy Advisors, LLC History No change 7,257 1,759 0.16% 0.16% 734 0 0.0% Q2 2026 Jul 24, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 7,236 1,754 0.67% 0.67% 735 0 0.0% Q2 2026 Jul 30, 2026
Vulcan Value Partners, LLC History No change 7,011 1,748 0.05% 0.05% 736 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Planning, Inc. History Reduced 7,019 1,740 0.39% 0.4% 737 -214 -2.96% Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History No change 7,168 1,737 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL DISCOVERY GROUP INC History No change 7,154 1,734 3.7% 3.7% 739 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 7,149 1,733 0.12% 0.12% 740 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 7,127 1,727 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 21, 2026
Enclave Advisors LLC History No change 7,096 1,720 0.22% 0.22% 742 0 0.0% Q2 2026 Jul 14, 2026
Opus Capital Group, LLC History No change 7,092 1,719 0.17% 0.17% 743 0 0.0% Q2 2026 Jul 31, 2026
DV Trading LLC History No change 7,029 1,704 0.06% 0.06% 744 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 6,996 1,696 0.26% 0.26% 745 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 6,983 1,692 0.22% 0.22% 746 0 0.0% Q2 2026 Jul 30, 2026
Global Wealth Management, LLC History No change 6,964 1,688 0.86% 0.86% 747 0 0.0% Q2 2026 Jul 20, 2026
Greenspring Advisors, LLC History No change 6,929 1,679 0.09% 0.09% 748 0 0.0% Q2 2026 Aug 11, 2026
Manhattan West Asset Management, LLC History No change 6,917 1,676 0.28% 0.28% 749 0 0.0% Q2 2026 Aug 11, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 6,901 1,673 0.59% 0.59% 750 0 0.0% Q2 2026 Jul 21, 2026
Global Strategic Investment Solutions, LLC History No change 6,840 1,658 0.15% 0.15% 751 0 0.0% Q2 2026 Aug 07, 2026
Keystone Wealth Services, LLC History No change 6,836 1,657 0.31% 0.31% 752 0 0.0% Q2 2026 Aug 05, 2026
BHK Investment Advisors, LLC History No change 6,806 1,649 0.49% 0.49% 753 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 6,783 1,644 0.02% 0.02% 754 0 0.0% Q2 2026 Aug 06, 2026
FIRST HAWAIIAN BANK History No change 6,771 1,641 0.21% 0.21% 755 0 0.0% Q2 2026 Jul 13, 2026
Garde Capital, Inc. History No change 6,771 1,641 0.07% 0.07% 756 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 6,514 1,640 0.33% 0.33% 757 0 0.0% Q2 2026 Aug 06, 2026
Texas Bank & Trust Co History No change 6,768 1,640 0.54% 0.54% 758 0 0.0% Q2 2026 Jul 31, 2026
American Financial Advisors, LLC History No change 6,752 1,636 0.2% 0.2% 759 0 0.0% Q2 2026 Jul 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 6,728 1,631 0.31% 0.31% 760 0 0.0% Q2 2026 Aug 21, 2026
Bensler, LLC History No change 6,712 1,627 0.14% 0.14% 761 0 0.0% Q2 2026 Jul 23, 2026
Northstar Group, Inc. History No change 6,697 1,623 0.21% 0.21% 762 0 0.0% Q2 2026 Aug 03, 2026
Asset Dedication, LLC History No change 6,689 1,621 0.1% 0.1% 763 0 0.0% Q2 2026 Jul 30, 2026
National Philanthropic Trust History No change 6,690 1,621 0.02% 0.02% 764 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 6,671 1,617 0.09% 0.09% 765 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 6,654 1,613 0.12% 0.12% 766 0 0.0% Q2 2026 Sep 15, 2026
Tannin Capital LLC History No change 6,629 1,607 1.06% 1.06% 767 0 0.0% Q2 2026 Aug 04, 2026
Cooke Wealth Management, LLC History No change 6,628 1,606 1.32% 1.32% 768 0 0.0% Q2 2026 Jul 16, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 6,585 1,596 1.49% 1.49% 769 0 0.0% Q2 2026 Aug 07, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 6,437 1,595 0.23% 0.23% 770 -179 -2.71% Q3 2026 Oct 08, 2026
BECKER CAPITAL MANAGEMENT INC History No change 6,578 1,594 0.04% 0.04% 771 0 0.0% Q2 2026 Jul 31, 2026
Bluespring Wealth Management, LLC History No change 6,550 1,587 0.03% 0.03% 772 0 0.0% Q2 2026 Aug 11, 2026
TCI Wealth Advisors, Inc. History No change 6,537 1,584 0.07% 0.07% 773 0 0.0% Q2 2026 Jul 29, 2026
Forvis Mazars Wealth Advisors, LLC History No change 6,527 1,582 0.03% 0.03% 774 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History Reduced 6,357 1,575 0.13% 0.13% 775 -50 -0.78% Q3 2026 Oct 07, 2026
Cascade Wealth Advisors, Inc History No change 6,117 1,575 0.63% 0.63% 776 0 0.0% Q2 2026 Aug 10, 2026
Canvas Wealth Advisors, LLC History No change 6,480 1,570 0.22% 0.22% 777 0 0.0% Q2 2026 Jul 10, 2026
Frederick Financial Consultants, LLC History No change 6,460 1,566 0.66% 0.66% 778 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History No change 6,439 1,561 0.44% 0.44% 779 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 6,425 1,557 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 6,391 1,549 0.2% 0.2% 781 0 0.0% Q2 2026 Aug 11, 2026
STABLEFORD CAPITAL II LLC History Reduced 6,240 1,546 0.54% 0.54% 782 -192 -2.99% Q3 2026 Oct 08, 2026
Legacy Capital Wealth Partners, LLC History No change 6,370 1,544 0.3% 0.3% 783 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 6,365 1,543 0.05% 0.05% 784 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 6,357 1,541 0.04% 0.04% 785 0 0.0% Q2 2026 Aug 14, 2026
Verum Partners LLC History No change 6,355 1,540 0.23% 0.23% 786 0 0.0% Q2 2026 Jul 22, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,349 1,539 0.02% 0.02% 787 0 0.0% Q2 2026 Aug 14, 2026
Thrive Wealth Management, LLC History No change 6,322 1,532 0.19% 0.19% 788 0 0.0% Q2 2026 Jul 07, 2026
Tranquility Partners, LLC History No change 6,288 1,524 0.52% 0.52% 789 0 0.0% Q2 2026 Jul 23, 2026
MATRIX ASSET ADVISORS INC/NY History No change 6,265 1,518 0.12% 0.12% 790 0 0.0% Q2 2026 Jul 15, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 6,259 1,517 0.07% 0.07% 791 0 0.0% Q2 2026 Jul 28, 2026
High Probability Advisors, LLC History No change 6,221 1,508 0.16% 0.16% 792 0 0.0% Q2 2026 Jul 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,205 1,504 0.15% 0.15% 793 0 0.0% Q2 2026 Sep 02, 2026
MONECO ADVISORS, LLC History No change 6,204 1,503 0.09% 0.09% 794 0 0.0% Q2 2026 Aug 11, 2026
Orgel Wealth Management, LLC History No change 6,183 1,498 0.03% 0.03% 795 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,167 1,495 0.09% 0.09% 796 0 0.0% Q2 2026 Jul 15, 2026
Crusonia Wealth Advisors LLC History No change 6,107 1,480 0.24% 0.24% 797 0 0.0% Q2 2026 Jul 30, 2026
F/m Investments LLC History No change 6,098 1,478 0.08% 0.08% 798 0 0.0% Q2 2026 Aug 05, 2026
Turtle Creek Wealth Advisors, LLC History No change 6,085 1,475 0.08% 0.08% 799 0 0.0% Q2 2026 Jul 27, 2026
TFO Wealth Partners, LLC History No change 6,081 1,474 0.16% 0.16% 800 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 6,082 1,474 0.03% 0.03% 801 0 0.0% Q2 2026 Aug 06, 2026
Seneca Financial Advisors LLC History No change 6,077 1,473 0.38% 0.38% 802 0 0.0% Q2 2026 Jul 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 6,070 1,471 0.33% 0.33% 803 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 6,054 1,467 0.07% 0.07% 804 0 0.0% Q2 2026 Jul 23, 2026
Connecticut Wealth Management, LLC History No change 6,045 1,465 0.05% 0.05% 805 0 0.0% Q2 2026 Jul 29, 2026
Warwick Investment Management, Inc. History No change 6,039 1,464 0.16% 0.16% 806 0 0.0% Q2 2026 Jul 31, 2026
Whitegate Investment Counselors, Inc. History No change 6,030 1,461 0.42% 0.42% 807 0 0.0% Q2 2026 Aug 10, 2026
Meridian Wealth Management, LLC History No change 6,031 1,459 0.04% 0.04% 808 0 0.0% Q2 2026 Aug 05, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,999 1,454 0.08% 0.08% 809 0 0.0% Q2 2026 Aug 07, 2026
Trust Co of the South History No change 6,000 1,454 0.2% 0.2% 810 0 0.0% Q2 2026 Jul 01, 2026
Certified Advisory Corp History No change 5,988 1,451 0.12% 0.12% 811 0 0.0% Q2 2026 Jul 16, 2026
Amplius Wealth Advisors, LLC History No change 5,987 1,451 0.11% 0.11% 812 0 0.0% Q2 2026 Jul 17, 2026
Bogart Wealth, LLC History No change 5,983 1,450 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,968 1,446 0.03% 0.03% 814 0 0.0% Q2 2026 Jul 15, 2026
Main Street Financial Solutions, LLC History No change 5,967 1,446 0.09% 0.09% 815 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 5,906 1,431 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 5,895 1,429 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 30, 2026
Daybright Advisory Services, Inc. History No change 5,675 1,429 0.34% 0.34% 818 0 0.0% Q2 2026 Aug 04, 2026
VeraBank, N.A. History No change 5,884 1,426 0.24% 0.24% 819 0 0.0% Q2 2026 Aug 05, 2026
Mascoma Wealth Management LLC History No change 5,880 1,425 0.26% 0.26% 820 0 0.0% Q2 2026 Jul 24, 2026
Erste Asset Management GmbH History No change 5,870 1,424 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 5,850 1,418 0.17% 0.17% 822 0 0.0% Q2 2026 Jul 13, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 5,821 1,411 0.43% 0.43% 823 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 5,813 1,409 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 07, 2026
Choate Investment Advisors History No change 5,786 1,402 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 11, 2026
Independent Solutions Wealth Management, LLC History No change 5,785 1,402 0.18% 0.18% 826 0 0.0% Q2 2026 Jul 29, 2026
Mount Lucas Management LP History No change 5,771 1,399 0.5% 0.5% 827 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 6,000 1,399 0.16% 0.16% 828 0 0.0% Q2 2026 Aug 10, 2026
AlphaCentric Advisors LLC History No change 5,771 1,399 1.19% 1.19% 829 0 0.0% Q2 2026 Jul 24, 2026
Thomasville National Bank History No change 5,761 1,396 0.08% 0.08% 830 0 0.0% Q2 2026 Jul 20, 2026
Proficio Capital Partners LLC History No change 5,761 1,396 0.05% 0.05% 831 0 0.0% Q2 2026 Aug 14, 2026
Walsh & Associates, LLC History No change 5,702 1,382 1.13% 1.13% 832 0 0.0% Q2 2026 Jul 21, 2026
MIDDLETON & CO INC/MA History No change 5,696 1,380 0.15% 0.15% 833 0 0.0% Q2 2026 Aug 10, 2026
Sendero Wealth Management, LLC History No change 5,693 1,380 0.14% 0.14% 834 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC / MO History No change 5,693 1,380 0.92% 0.92% 835 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 5,673 1,375 0.11% 0.11% 836 0 0.0% Q2 2026 Jul 14, 2026
Apollon Financial, LLC History No change 5,669 1,374 0.16% 0.16% 837 0 0.0% Q2 2026 Jul 22, 2026
Colter Lewis Investment Partners LLC History No change 5,670 1,374 0.61% 0.61% 838 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 5,633 1,365 0.07% 0.07% 839 0 0.0% Q2 2026 Jul 09, 2026
JSF Financial, LLC History No change 5,608 1,359 0.21% 0.21% 840 0 0.0% Q2 2026 Jul 28, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,599 1,357 0.15% 0.15% 841 0 0.0% Q2 2026 Jul 09, 2026
Fort Point Capital Partners LLC History No change 5,580 1,352 0.09% 0.09% 842 0 0.0% Q2 2026 Aug 14, 2026
Alamar Capital Management, LLC History No change 5,579 1,352 0.68% 0.68% 843 0 0.0% Q2 2026 Aug 07, 2026
Investment Advisory Group, LLC History No change 5,573 1,350 0.29% 0.29% 844 0 0.0% Q2 2026 Aug 06, 2026
Elyxium Wealth, LLC History No change 5,541 1,343 0.14% 0.14% 845 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 5,525 1,339 0.04% 0.04% 846 0 0.0% Q2 2026 Jul 31, 2026
McAdam, LLC History No change 5,512 1,336 0.05% 0.05% 847 0 0.0% Q2 2026 Aug 04, 2026
CRA Financial Services, LLC History No change 5,514 1,336 0.15% 0.15% 848 0 0.0% Q2 2026 Jul 24, 2026
BCI SECURITIES, INC. History No change 5,471 1,326 11.43% 11.43% 849 0 0.0% Q2 2026 Jul 30, 2026
Bedel Financial Consulting, Inc. History No change 5,469 1,325 0.12% 0.12% 850 0 0.0% Q2 2026 Jul 29, 2026
Jacobi Capital Management LLC History No change 5,430 1,316 0.06% 0.06% 851 0 0.0% Q2 2026 Jul 31, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,427 1,315 0.02% 0.02% 852 0 0.0% Q2 2026 Jul 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 5,411 1,311 0.02% 0.02% 853 0 0.0% Q2 2026 Aug 13, 2026
BLUELINE ADVISORS LLC History No change 5,402 1,309 0.91% 0.91% 854 0 0.0% Q2 2026 Jul 27, 2026
Vawter Financial, Ltd. History No change 5,399 1,308 0.49% 0.49% 855 0 0.0% Q2 2026 Jul 24, 2026
Fairvoy Private Wealth, LLC History No change 5,396 1,308 0.26% 0.26% 856 0 0.0% Q2 2026 Jul 17, 2026
Zhang Financial LLC History No change 5,366 1,300 0.04% 0.04% 857 0 0.0% Q2 2026 Jul 30, 2026
ADIRONDACK TRUST CO History No change 5,362 1,299 0.39% 0.39% 858 0 0.0% Q2 2026 Jul 16, 2026
STALEY CAPITAL ADVISERS INC History No change 5,358 1,298 0.05% 0.05% 859 0 0.0% Q2 2026 Aug 11, 2026
BlueChip Wealth Advisors LLC History No change 5,350 1,297 0.49% 0.49% 860 0 0.0% Q2 2026 Jul 30, 2026
Alteri Wealth LLC History No change 5,338 1,294 0.36% 0.36% 861 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 5,336 1,293 0.06% 0.06% 862 0 0.0% Q2 2026 Jul 22, 2026
JP Wealth Management, Inc. History No change 5,216 1,293 0.82% 0.8% 863 0 0.0% Q3 2026 Oct 07, 2026
Parisi Gray Wealth Management History No change 5,333 1,292 0.27% 0.27% 864 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Planning Group, LLC History No change 5,328 1,291 0.41% 0.41% 865 0 0.0% Q2 2026 Jul 31, 2026
Core Wealth Advisors, Inc. History No change 5,314 1,288 0.26% 0.26% 866 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 5,304 1,285 0.05% 0.05% 867 0 0.0% Q2 2026 Jul 23, 2026
Fortitude Family Office, LLC History No change 5,300 1,284 0.25% 0.25% 868 0 0.0% Q2 2026 Jul 20, 2026
Sigma Planning Corp History No change 5,258 1,274 0.03% 0.03% 869 0 0.0% Q2 2026 Aug 07, 2026
YANKCOM Partnership History No change 5,258 1,274 0.46% 0.46% 870 0 0.0% Q2 2026 Jul 21, 2026
Investmark Advisory Group LLC History No change 5,236 1,269 0.48% 0.48% 871 0 0.0% Q2 2026 Aug 07, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 5,216 1,264 0.52% 0.52% 872 0 0.0% Q2 2026 Jul 16, 2026
Sharkey, Howes & Javer History No change 5,196 1,259 0.15% 0.15% 873 0 0.0% Q2 2026 Jul 09, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 5,193 1,259 0.16% 0.16% 874 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5,159 1,258 0.08% 0.08% 875 0 0.0% Q2 2026 Jul 22, 2026
ANDERSON HOAGLAND & CO History No change 5,183 1,256 0.1% 0.1% 876 0 0.0% Q2 2026 Jul 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,180 1,255 0.01% 0.01% 877 0 0.0% Q2 2026 Sep 23, 2026
Bonfire Financial History No change 5,172 1,253 0.81% 0.81% 878 0 0.0% Q2 2026 Aug 07, 2026
R.H. Investment Group, LLC History No change 5,162 1,251 0.94% 0.94% 879 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 5,148 1,248 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Financial Group, LLC History No change 5,145 1,247 0.39% 0.39% 881 0 0.0% Q3 2026 Oct 06, 2026
CITY HOLDING CO History No change 5,120 1,241 0.14% 0.14% 882 0 0.0% Q2 2026 Jul 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,123 1,241 0.01% 0.01% 883 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History Reduced 4,906 1,236 0.03% 0.04% 884 -599 -10.88% Q3 2026 Oct 09, 2026
BSW Wealth Partners History No change 5,098 1,235 0.14% 0.14% 885 0 0.0% Q2 2026 Jul 15, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 5,085 1,232 0.29% 0.29% 886 0 0.0% Q2 2026 Aug 14, 2026
Tassel Capital Management, Inc. History No change 5,072 1,229 0.58% 0.58% 887 0 0.0% Q2 2026 Aug 07, 2026
WESBANCO BANK INC History No change 5,051 1,224 0.03% 0.03% 888 0 0.0% Q2 2026 Jul 28, 2026
S&CO INC History No change 5,050 1,224 0.07% 0.07% 889 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 5,031 1,219 0.02% 0.02% 890 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,022 1,217 0.03% 0.03% 891 0 0.0% Q2 2026 Jul 31, 2026
Chesley Taft & Associates LLC History No change 5,006 1,213 0.05% 0.05% 892 0 0.0% Q2 2026 Jul 08, 2026
Rodgers & Associates, LTD History No change 4,963 1,203 0.11% 0.11% 893 0 0.0% Q2 2026 Jul 21, 2026
Sidoxia Capital Management, LLC History No change 4,964 1,203 0.88% 0.88% 894 0 0.0% Q2 2026 Jul 24, 2026
Smead Capital Management, Inc. History No change 4,956 1,201 0.03% 0.03% 895 0 0.0% Q2 2026 Aug 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 4,925 1,193 0.02% 0.02% 896 0 0.0% Q2 2026 Jul 31, 2026
Bison Wealth, LLC History No change 4,822 1,192 0.11% 0.11% 897 0 0.0% Q2 2026 Jul 07, 2026
Clear Harbor Asset Management, LLC History No change 4,903 1,188 0.07% 0.07% 898 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Advisors Inc. History No change 4,663 1,185 0.06% 0.06% 899 0 0.0% Q2 2026 Aug 05, 2026
Elmwood Wealth Management, Inc. History No change 4,892 1,185 0.3% 0.3% 900 0 0.0% Q2 2026 Jul 07, 2026
Nvest Financial, LLC History No change 4,867 1,179 0.37% 0.37% 901 0 0.0% Q2 2026 Jul 30, 2026
HighPoint Advisor Group LLC History No change 4,839 1,173 0.04% 0.04% 902 0 0.0% Q2 2026 Aug 05, 2026
Capital Group Private Client Services, Inc. History No change 4,826 1,169 0.02% 0.02% 903 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History No change 4,809 1,166 0.15% 0.15% 904 0 0.0% Q2 2026 Jul 23, 2026
Symmetry Partners, LLC History No change 4,802 1,164 0.06% 0.06% 905 0 0.0% Q2 2026 Jul 23, 2026
Accurate Wealth Management, LLC History No change 4,719 1,164 0.11% 0.11% 906 0 0.0% Q2 2026 Jul 14, 2026
Warner Group LLC History No change 4,788 1,160 0.29% 0.29% 907 0 0.0% Q2 2026 Jul 27, 2026
Robinson Value Management, Ltd. History No change 4,779 1,158 0.62% 0.62% 908 0 0.0% Q2 2026 Aug 10, 2026
J. Safra Sarasin Holding AG History No change 4,764 1,156 0.02% 0.02% 909 0 0.0% Q2 2026 Jul 31, 2026
UPTICK PARTNERS, LLC History No change 4,769 1,156 0.18% 0.18% 910 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 4,730 1,146 0.17% 0.17% 911 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 4,727 1,145 0.28% 0.28% 912 0 0.0% Q2 2026 Aug 07, 2026
Aegis Wealth Management LLC History No change 4,699 1,139 0.54% 0.54% 913 0 0.0% Q2 2026 Aug 07, 2026
Cascade Financial Partners, LLC History No change 4,686 1,136 0.1% 0.1% 914 0 0.0% Q2 2026 Aug 04, 2026
Clark Capital Management Group, Inc. History No change 4,661 1,129 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 11, 2026
ES4, LLC History No change 4,654 1,128 0.59% 0.59% 916 0 0.0% Q2 2026 Jul 29, 2026
ELEVATE WEALTH ADVISORY, INC History No change 4,632 1,122 0.64% 0.64% 917 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 4,608 1,117 0.01% 0.01% 918 0 0.0% Q2 2026 Jul 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 4,596 1,115 0.3% 0.3% 919 0 0.0% Q2 2026 Jul 30, 2026
MBL Wealth, LLC History No change 4,594 1,113 0.08% 0.08% 920 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 4,581 1,110 0.02% 0.02% 921 0 0.0% Q2 2026 Aug 13, 2026
MOR Wealth Management, LLC History No change 4,550 1,103 0.44% 0.44% 922 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History No change 4,548 1,102 0.04% 0.04% 923 0 0.0% Q2 2026 Jul 29, 2026
Woodside Wealth Management LLC History No change 4,535 1,099 0.77% 0.77% 924 0 0.0% Q2 2026 Jul 24, 2026
First Bank & Trust History No change 4,521 1,096 0.16% 0.16% 925 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIENT ADVISORS LLC History No change 4,502 1,091 0.16% 0.16% 926 0 0.0% Q2 2026 Aug 07, 2026
Walkner Condon Financial Advisors LLC History No change 4,477 1,085 0.12% 0.12% 927 0 0.0% Q2 2026 Jul 27, 2026
WELCH & FORBES LLC History No change 4,470 1,083 0.01% 0.01% 928 0 0.0% Q2 2026 Jul 30, 2026
Guidance Point Advisors, LLC History No change 4,459 1,082 0.23% 0.23% 929 0 0.0% Q2 2026 Jul 31, 2026
Roehl & Yi Investment Advisors, LLC History No change 4,457 1,080 0.36% 0.36% 930 0 0.0% Q2 2026 Aug 13, 2026
Mezzasalma Advisors, LLC History No change 4,433 1,074 0.22% 0.22% 931 0 0.0% Q2 2026 Aug 10, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 4,422 1,072 0.15% 0.15% 932 0 0.0% Q2 2026 Aug 07, 2026
Quadrature Capital Ltd History No change 4,419 1,071 0.01% 0.01% 933 0 0.0% Q2 2026 Aug 06, 2026
Curran Financial Partners, LLC History No change 4,413 1,069 0.16% 0.16% 934 0 0.0% Q2 2026 Aug 12, 2026
REGIMEN WEALTH, LLC History No change 4,410 1,069 0.29% 0.29% 935 0 0.0% Q2 2026 Aug 05, 2026
HOGE FINANCIAL SERVICES, LLC History No change 4,381 1,062 0.51% 0.51% 936 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 4,376 1,060 0.01% 0.01% 937 0 0.0% Q2 2026 Aug 11, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 4,371 1,059 0.37% 0.37% 938 0 0.0% Q2 2026 Jul 23, 2026
VANGUARD ADVISERS INC History No change 4,359 1,056 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 4,351 1,054 0.17% 0.17% 940 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 4,165 1,049 0.08% 0.08% 941 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL TRUST CO History No change 4,320 1,047 0.04% 0.04% 942 0 0.0% Q2 2026 Jul 30, 2026
Barnett & Company, Inc. History No change 4,311 1,045 0.77% 0.77% 943 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 4,314 1,045 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 4,302 1,042 0.02% 0.02% 945 0 0.0% Q2 2026 Jul 10, 2026
Magnolia Private Wealth, LLC History No change 4,302 1,042 0.57% 0.57% 946 0 0.0% Q2 2026 Aug 05, 2026
Embree Financial Group History No change 4,273 1,035 0.1% 0.1% 947 0 0.0% Q2 2026 Jul 15, 2026
Veracity Capital LLC History Reduced 4,175 1,034 0.28% 0.28% 948 -111 -2.59% Q3 2026 Oct 08, 2026
GERMAN AMERICAN BANCORP, INC. History No change 4,257 1,032 0.08% 0.08% 949 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC FINANCIAL GROUP INC History No change 4,246 1,029 0.49% 0.49% 950 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 4,236 1,027 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 4,235 1,026 0.03% 0.03% 952 0 0.0% Q2 2026 Jul 29, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,214 1,021 0.05% 0.05% 953 0 0.0% Q2 2026 Aug 04, 2026
Patten Group, Inc. History No change 4,209 1,020 0.16% 0.16% 954 0 0.0% Q2 2026 Aug 06, 2026
Resonant Capital Advisors, LLC History No change 4,183 1,014 0.05% 0.05% 955 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 4,166 1,010 0.04% 0.04% 956 0 0.0% Q2 2026 Jul 22, 2026
Partners in Financial Planning History No change 4,170 1,010 0.15% 0.15% 957 0 0.0% Q2 2026 Aug 10, 2026
GOLDEN ROAD ADVISORS LLC History No change 4,154 1,007 0.49% 0.49% 958 0 0.0% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History No change 4,138 1,003 0.11% 0.11% 959 0 0.0% Q2 2026 Jul 30, 2026
Plante Moran Financial Advisors, LLC History No change 4,135 1,002 0.05% 0.05% 960 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 4,134 1,002 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 03, 2026
LONDON CO OF VIRGINIA History No change 4,130 1,001 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Advisors, LLC History No change 4,128 1,000 0.21% 0.21% 963 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 4,106 995 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 04, 2026
American Investment Services, Inc. History No change 4,076 988 0.21% 0.21% 965 0 0.0% Q2 2026 Aug 12, 2026
Occidental Asset Management, LLC History No change 4,042 979 0.1% 0.1% 966 0 0.0% Q2 2026 Aug 07, 2026
MRWM Advisors, LLC History No change 4,037 978 0.4% 0.4% 967 0 0.0% Q2 2026 Jul 28, 2026
Kelman-Lazarov, Inc. History No change 4,020 974 0.13% 0.13% 968 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 4,021 974 0.11% 0.11% 969 0 0.0% Q2 2026 Jul 13, 2026
Lutz Financial Services LLC History No change 4,010 972 0.06% 0.06% 970 0 0.0% Q2 2026 Aug 05, 2026
Alpha Financial Advisors, LLC History No change 4,003 970 0.25% 0.25% 971 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 4,000 969 0.04% 0.04% 972 0 0.0% Q2 2026 Aug 14, 2026
BANTAMAC CAPITAL, LLC History No change 4,000 969 0.5% 0.5% 973 0 0.0% Q2 2026 Aug 10, 2026
Bell Bank History No change 3,985 966 0.04% 0.04% 974 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,978 964 0.02% 0.02% 975 0 0.0% Q2 2026 Jul 20, 2026
DiNuzzo Private Wealth, Inc. History No change 3,958 959 0.09% 0.09% 976 0 0.0% Q2 2026 Jul 10, 2026
Matthew Goff Investment Advisor, LLC History No change 3,952 958 0.16% 0.16% 977 0 0.0% Q2 2026 Jul 07, 2026
Brown Financial Advisory History No change 3,949 957 0.4% 0.4% 978 0 0.0% Q2 2026 Jul 28, 2026
Hilltop Holdings Inc. History No change 3,946 956 0.07% 0.07% 979 0 0.0% Q2 2026 Aug 13, 2026
Lakewood Asset Management LLC History No change 3,947 956 0.52% 0.52% 980 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 3,941 955 0.09% 0.09% 981 0 0.0% Q2 2026 Aug 07, 2026
Harbor Asset Planning, Inc. History No change 3,927 951 0.71% 0.71% 982 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 3,894 944 0.24% 0.24% 983 0 0.0% Q2 2026 Jul 17, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 3,806 943 0.09% 0.09% 984 -575 -13.12% Q3 2026 Oct 07, 2026
Emprise Bank History No change 3,801 942 0.36% 0.34% 985 0 0.0% Q3 2026 Oct 07, 2026
Rothschild Wealth LLC History No change 3,885 941 0.08% 0.08% 986 0 0.0% Q2 2026 Aug 11, 2026
William Howard & Co Financial Advisors Inc History No change 3,878 940 0.73% 0.73% 987 0 0.0% Q2 2026 Jul 09, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 3,866 937 0.16% 0.16% 988 0 0.0% Q2 2026 Aug 14, 2026
ROCKLAND TRUST CO History Added to 3,774 935 0.04% 0.03% 989 +726 23.82% Q3 2026 Oct 05, 2026
FIRST UNITED BANK & TRUST History No change 3,852 933 0.27% 0.27% 990 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 3,851 933 0.08% 0.08% 991 0 0.0% Q2 2026 Aug 06, 2026
LOWERY THOMAS, LLC History No change 3,851 933 0.46% 0.46% 992 0 0.0% Q2 2026 Jul 29, 2026
ABLE Financial Group, LLC History No change 3,842 931 0.16% 0.16% 993 0 0.0% Q2 2026 Jul 22, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 3,751 929 0.19% 0.19% 994 0 0.0% Q3 2026 Oct 05, 2026
INVENIO WEALTH PARTNERS LLC History No change 3,830 928 0.33% 0.33% 995 0 0.0% Q2 2026 Jul 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 3,828 927 0.05% 0.05% 996 0 0.0% Q2 2026 Jul 20, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 3,822 926 0.44% 0.44% 997 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History Reduced 3,726 923 0.71% 0.72% 998 -22 -0.59% Q3 2026 Oct 01, 2026
AdvisorNet Financial, Inc History No change 3,805 922 0.04% 0.04% 999 0 0.0% Q2 2026 Jul 23, 2026
Sunpointe, LLC History No change 3,805 922 0.26% 0.26% 1000 0 0.0% Q2 2026 Jul 24, 2026
Paragon Capital Management Ltd History Reduced 3,705 918 0.17% 0.18% 1001 -196 -5.02% Q3 2026 Oct 09, 2026
EIGHT 31 FINANCIAL, LLC History No change 3,775 915 0.54% 0.54% 1002 0 0.0% Q2 2026 Aug 13, 2026
Live Oak Private Wealth LLC History No change 3,771 914 0.11% 0.11% 1003 0 0.0% Q2 2026 Jul 20, 2026
Michels Family Financial, LLC History No change 3,760 911 0.58% 0.58% 1004 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 3,731 904 0.11% 0.11% 1005 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisory Services, LLC History No change 3,703 897 0.06% 0.06% 1006 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 3,688 894 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 12, 2026
GLR Partners, LLC History No change 3,672 890 0.41% 0.41% 1008 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 3,667 888 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 14, 2026
Johnson Bixby & Associates, LLC History No change 3,662 887 0.1% 0.1% 1010 0 0.0% Q2 2026 Jul 16, 2026
Heartwood Wealth Advisors LLC History Reduced 3,577 886 0.07% 0.07% 1011 -10 -0.28% Q3 2026 Oct 05, 2026
Rockbridge Investment Management, LCC History No change 3,658 886 0.07% 0.07% 1012 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 3,428 884 0.26% 0.26% 1013 0 0.0% Q2 2026 Aug 13, 2026
Legacy Trust History No change 3,635 881 0.16% 0.16% 1014 0 0.0% Q2 2026 Jul 31, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,631 880 0.05% 0.05% 1015 0 0.0% Q2 2026 Jul 27, 2026
WARNER FINANCIAL, INC History No change 3,627 879 0.26% 0.26% 1016 0 0.0% Q2 2026 Jul 09, 2026
3 FACTOR INDEXING, LLC History No change 3,615 876 0.74% 0.74% 1017 0 0.0% Q2 2026 Jul 08, 2026
Archford Capital Strategies, LLC History No change 3,604 873 0.09% 0.09% 1018 0 0.0% Q2 2026 Jul 17, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 3,579 867 0.18% 0.18% 1019 0 0.0% Q2 2026 Aug 14, 2026
Waterfront Wealth Inc. History No change 3,507 865 0.13% 0.13% 1020 0 0.0% Q2 2026 Jul 30, 2026
Moss Adams Wealth Advisors LLC History No change 3,567 864 0.05% 0.05% 1021 0 0.0% Q2 2026 Jul 27, 2026
Roble, Belko & Company, Inc History No change 3,559 863 0.09% 0.09% 1022 0 0.0% Q2 2026 Jul 24, 2026
TMB Capital Partners, LLC History No change 3,552 861 0.27% 0.27% 1023 0 0.0% Q2 2026 Jul 24, 2026
Kesler, Norman & Wride, LLC History No change 3,550 860 0.14% 0.14% 1024 0 0.0% Q2 2026 Jul 23, 2026
Signal Advisors Wealth, LLC History No change 3,549 860 0.04% 0.04% 1025 0 0.0% Q2 2026 Aug 04, 2026
XY Planning Network, Inc. History No change 3,544 859 0.11% 0.11% 1026 0 0.0% Q2 2026 Jul 14, 2026
Texas Yale Capital Corp. History No change 3,540 858 0.02% 0.02% 1027 0 0.0% Q2 2026 Aug 12, 2026
Financial Guidance Group, Inc. History No change 3,542 858 0.32% 0.32% 1028 0 0.0% Q2 2026 Jul 22, 2026
Empire Financial Management Company, LLC History No change 3,537 857 0.34% 0.34% 1029 0 0.0% Q2 2026 Aug 14, 2026
Pitcairn Wealth Advisors LLC History No change 3,539 857 0.09% 0.09% 1030 0 0.0% Q2 2026 Aug 10, 2026
TOWNSQUARE CAPITAL LLC History No change 3,532 856 0.16% 0.16% 1031 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 3,524 854 0.02% 0.02% 1032 0 0.0% Q2 2026 Jul 31, 2026
MWA Asset Management History No change 3,524 854 0.39% 0.39% 1033 0 0.0% Q2 2026 Jul 31, 2026
First County Bank /CT/ History No change 3,521 853 0.4% 0.4% 1034 0 0.0% Q2 2026 Jul 02, 2026
BCS Private Wealth Management, Inc. History No change 3,515 852 0.26% 0.26% 1035 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History No change 3,491 847 0.05% 0.05% 1036 0 0.0% Q2 2026 Jul 14, 2026
Integrity Advisory Solutions, LLC History No change 3,475 842 0.09% 0.09% 1037 0 0.0% Q2 2026 Jul 31, 2026
Beaumont Financial Advisors, LLC History No change 3,473 841 0.05% 0.05% 1038 0 0.0% Q2 2026 Aug 04, 2026
Cornell Pochily Investment Advisors, Inc. History No change 3,464 839 0.23% 0.23% 1039 0 0.0% Q2 2026 Jul 15, 2026
Auxano Advisors, LLC History No change 3,442 834 0.16% 0.16% 1040 0 0.0% Q2 2026 Aug 07, 2026
HORAN Wealth, LLC History No change 3,436 833 0.1% 0.1% 1041 0 0.0% Q2 2026 Aug 26, 2026
EFG International AG History No change 3,434 833 0.02% 0.02% 1042 0 0.0% Q2 2026 Aug 14, 2026
NATURAL INVESTMENTS, LLC History No change 3,435 832 0.18% 0.18% 1043 0 0.0% Q2 2026 Jul 31, 2026
Diamond Hill Capital Management, LLC (Investment Advisor) History No change 3,423 829 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 06, 2026
Ground Swell Capital, LLC History No change 3,419 828 0.89% 0.89% 1045 0 0.0% Q2 2026 Aug 05, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 3,413 827 0.09% 0.09% 1046 0 0.0% Q2 2026 Jul 24, 2026
Gerber Kawasaki Wealth & Investment Management History No change 3,415 827 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,410 826 0.03% 0.03% 1048 0 0.0% Q2 2026 Jul 21, 2026
Mayflower Financial Advisors, LLC History No change 3,399 824 0.07% 0.07% 1049 0 0.0% Q2 2026 Jul 09, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 3,378 818 0.0% 0.0% 1050 0 0.0% Q2 2026 Aug 14, 2026
Boyer Financial Services, Inc. History No change 3,315 818 0.69% 0.69% 1051 0 0.0% Q2 2026 Jul 17, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 3,370 817 0.03% 0.03% 1052 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 3,367 816 0.09% 0.09% 1053 0 0.0% Q2 2026 Aug 05, 2026
BankPlus Trust Department History No change 3,363 815 0.19% 0.19% 1054 0 0.0% Q2 2026 Jul 28, 2026
Stanich Group LLC History No change 3,355 813 0.51% 0.51% 1055 0 0.0% Q2 2026 Jul 16, 2026
Stonebrook Private Inc. History No change 3,349 811 0.15% 0.15% 1056 0 0.0% Q2 2026 Aug 14, 2026
Peck Wealth Management, LLC History No change 3,336 808 0.68% 0.68% 1057 0 0.0% Q2 2026 Jul 31, 2026
Regent Peak Wealth Advisors LLC History No change 3,327 806 0.15% 0.15% 1058 0 0.0% Q2 2026 Jul 10, 2026
Global View Capital Management LLC History No change 3,308 801 0.17% 0.17% 1059 0 0.0% Q2 2026 Jul 23, 2026
Benchmark Financial Wealth Advisors, LLC History No change 3,287 796 0.2% 0.2% 1060 0 0.0% Q2 2026 Jul 17, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,278 794 0.43% 0.43% 1061 0 0.0% Q2 2026 Jul 24, 2026
Symphony Financial, Ltd. Co. History No change 3,270 793 0.09% 0.09% 1062 0 0.0% Q2 2026 Aug 03, 2026
Wealth Science Advisors LLC History No change 3,191 791 0.33% 0.34% 1063 0 0.0% Q3 2026 Oct 09, 2026
Westmount Partners, LLC History No change 3,261 790 0.17% 0.17% 1064 0 0.0% Q2 2026 Jul 07, 2026
S.E.E.D. Planning Group LLC History Added to 3,186 789 0.19% 0.11% 1065 +1,537 93.21% Q3 2026 Oct 07, 2026
Vann Equity Management LLC History Added to 3,186 789 0.47% 0.38% 1066 +596 23.01% Q3 2026 Oct 07, 2026
TrueWealth Advisors, LLC History Added to 3,170 786 0.18% 0.17% 1068 +35 1.12% Q3 2026 Oct 08, 2026
DAVIS R M INC History No change 3,244 786 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History No change 3,244 786 0.58% 0.58% 1069 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF VERMONT History No change 3,236 784 0.03% 0.03% 1070 0 0.0% Q2 2026 Aug 07, 2026
Oxbow Advisors, LLC History No change 3,233 783 0.06% 0.06% 1071 0 0.0% Q2 2026 Aug 07, 2026
Stablepoint Partners, LLC History No change 3,233 783 0.11% 0.11% 1072 0 0.0% Q2 2026 Jul 09, 2026
Heartland Bank & Trust Co History No change 3,171 768 0.16% 0.16% 1073 0 0.0% Q2 2026 Aug 11, 2026
One Day In July LLC History No change 3,166 767 0.05% 0.05% 1074 0 0.0% Q2 2026 Aug 03, 2026
CAPITAL CITY TRUST CO/FL History No change 3,162 766 0.16% 0.16% 1075 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 3,155 765 0.21% 0.21% 1076 0 0.0% Q2 2026 Jul 21, 2026
Glassman Wealth Services History No change 3,144 762 0.09% 0.09% 1077 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 3,139 761 0.02% 0.02% 1078 0 0.0% Q2 2026 Aug 05, 2026
Performance Wealth Partners, LLC History No change 3,141 761 0.02% 0.02% 1079 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 3,136 760 0.15% 0.15% 1080 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Group, LLC History No change 3,128 758 0.02% 0.02% 1081 0 0.0% Q2 2026 Aug 05, 2026
Odyssey Capital Advisors, Inc. History No change 3,120 756 0.54% 0.54% 1082 0 0.0% Q2 2026 Jul 31, 2026
Skyline Advisors, Inc. History No change 3,116 755 0.24% 0.24% 1083 0 0.0% Q2 2026 Jul 20, 2026
Harvest Investment Services, LLC History No change 3,112 754 0.12% 0.12% 1084 0 0.0% Q2 2026 Aug 14, 2026
CHAPIN DAVIS, INC. History Reduced 3,033 752 0.14% 0.13% 1085 -14 -0.46% Q3 2026 Oct 08, 2026
Targeted Financial Services LLC History No change 3,104 752 0.55% 0.55% 1086 0 0.0% Q2 2026 Jul 16, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 3,105 752 0.45% 0.45% 1087 0 0.0% Q2 2026 Jul 29, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 3,101 751 0.23% 0.23% 1088 0 0.0% Q2 2026 Jul 29, 2026
FinArc Investments, Inc. History No change 3,091 749 0.68% 0.68% 1089 0 0.0% Q2 2026 Aug 13, 2026
Financial Insights, Inc. History No change 3,078 746 0.2% 0.2% 1090 0 0.0% Q2 2026 Aug 25, 2026
Squarepoint Ops LLC History No change 3,074 745 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 14, 2026
AAF Wealth Management, LLC History No change 3,076 745 0.27% 0.27% 1092 0 0.0% Q2 2026 Jul 17, 2026
Fiduciary Alliance LLC History No change 3,067 743 0.05% 0.05% 1093 0 0.0% Q2 2026 Jul 20, 2026
WBH ADVISORY INC History No change 3,061 742 0.05% 0.05% 1094 0 0.0% Q2 2026 Aug 05, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,043 737 0.21% 0.21% 1095 0 0.0% Q2 2026 Aug 12, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 3,029 734 0.04% 0.04% 1096 0 0.0% Q2 2026 Jul 21, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 3,028 734 0.04% 0.04% 1097 0 0.0% Q2 2026 Aug 03, 2026
ST GERMAIN D J CO INC History No change 3,010 729 0.03% 0.03% 1098 0 0.0% Q2 2026 Jul 21, 2026
BOK Financial Private Wealth, Inc. History No change 3,007 728 0.04% 0.04% 1099 0 0.0% Q2 2026 Aug 07, 2026
New Republic Capital, LLC History No change 3,003 728 0.17% 0.17% 1100 0 0.0% Q2 2026 Jul 31, 2026
Tudor Financial Inc. History No change 2,999 727 0.33% 0.33% 1101 0 0.0% Q2 2026 Aug 10, 2026
Lunt Capital Management, Inc. History No change 2,994 725 0.27% 0.27% 1102 0 0.0% Q2 2026 Jul 30, 2026
Axis Wealth Partners, LLC History No change 2,968 719 0.35% 0.35% 1103 0 0.0% Q2 2026 Jul 28, 2026
Peak Wealth Management LLC History No change 2,950 715 0.5% 0.5% 1104 0 0.0% Q2 2026 Jul 14, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 2,947 714 0.09% 0.09% 1105 0 0.0% Q2 2026 Jul 27, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,945 713 0.07% 0.07% 1106 0 0.0% Q2 2026 Jul 28, 2026
LM Advisors LLC History No change 2,941 713 0.08% 0.08% 1107 0 0.0% Q2 2026 Aug 12, 2026
PLANNING DIRECTIONS INC History No change 2,930 710 0.33% 0.33% 1108 0 0.0% Q2 2026 Aug 10, 2026
Berkeley Capital Partners, LLC History No change 2,916 706 0.15% 0.15% 1109 0 0.0% Q2 2026 Aug 06, 2026
Oxler Private Wealth LLC History No change 2,914 706 0.2% 0.2% 1110 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 2,915 706 0.08% 0.08% 1111 0 0.0% Q2 2026 Jul 31, 2026
WealthPlan Investment Management, LLC History No change 2,910 705 0.04% 0.04% 1112 0 0.0% Q2 2026 Jul 28, 2026
Mirador Capital Partners LP History Added to 2,840 704 0.08% 0.08% 1113 +11 0.39% Q3 2026 Oct 09, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 2,901 703 0.07% 0.07% 1114 0 0.0% Q2 2026 Jul 24, 2026
DSG Capital Advisors, LLC History No change 2,854 703 0.1% 0.1% 1115 0 0.0% Q2 2026 Aug 06, 2026
Platform Technology Partners History No change 2,897 702 0.11% 0.11% 1116 0 0.0% Q2 2026 Jul 24, 2026
Kovack Advisors, Inc. History No change 2,886 700 0.03% 0.03% 1117 0 0.0% Q2 2026 Jul 28, 2026
Hoese & Co LLP History No change 2,887 699 0.45% 0.45% 1118 0 0.0% Q2 2026 Jul 14, 2026
Betterment LLC History No change 2,880 698 0.0% 0.0% 1119 0 0.0% Q2 2026 Aug 14, 2026
SPINNAKER TRUST History No change 2,879 697 0.03% 0.03% 1120 0 0.0% Q2 2026 Aug 03, 2026
VANCE WEALTH, LLC History No change 2,877 697 0.16% 0.16% 1121 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 2,874 696 0.04% 0.04% 1122 0 0.0% Q2 2026 Jul 16, 2026
Impact Capital Partners LLC History No change 2,875 696 0.19% 0.19% 1123 0 0.0% Q2 2026 Jul 14, 2026
Stronghold Wealth Management L.L.C. History No change 2,874 696 0.93% 0.93% 1124 0 0.0% Q2 2026 Jul 24, 2026
APS Management Group, Inc. History No change 2,865 694 0.53% 0.53% 1125 0 0.0% Q2 2026 Jul 10, 2026
Meridian Wealth Advisors, LLC History No change 2,858 692 0.08% 0.08% 1126 0 0.0% Q2 2026 Aug 14, 2026
KLINGENSTEIN FIELDS & CO LP History No change 2,847 690 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 2,844 689 0.0% 0.0% 1128 0 0.0% Q2 2026 Aug 14, 2026
Gallacher Capital Management LLC History No change 2,845 689 0.39% 0.39% 1129 0 0.0% Q2 2026 Jul 16, 2026
Ignite Planners, LLC History No change 2,830 686 0.09% 0.09% 1130 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 2,827 685 0.15% 0.15% 1131 0 0.0% Q2 2026 Jul 23, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,819 683 0.15% 0.15% 1132 0 0.0% Q2 2026 Sep 02, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,805 679 0.09% 0.09% 1133 0 0.0% Q2 2026 Jul 24, 2026
Burton Enright Welch History No change 2,801 679 0.08% 0.08% 1134 0 0.0% Q2 2026 Jul 17, 2026
Macco Financial Group, Inc. History No change 2,798 678 0.44% 0.44% 1135 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 2,794 677 0.05% 0.05% 1136 0 0.0% Q2 2026 Aug 14, 2026
Snider Financial Group History No change 2,786 675 0.17% 0.17% 1137 0 0.0% Q2 2026 Jul 14, 2026
CITIZENS & NORTHERN CORP History No change 2,781 674 0.15% 0.15% 1138 0 0.0% Q2 2026 Jul 17, 2026
Sterling Capital Management LLC History No change 2,780 673 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 28, 2026
SmartHarvest Portfolios, LLC History No change 2,763 669 0.22% 0.22% 1140 0 0.0% Q2 2026 Aug 04, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 2,750 666 0.23% 0.23% 1141 0 0.0% Q2 2026 Aug 06, 2026
Williams Jones Wealth Management, LLC. History No change 2,750 666 0.01% 0.01% 1142 0 0.0% Q2 2026 Aug 05, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,745 665 0.06% 0.06% 1143 0 0.0% Q2 2026 Aug 11, 2026
Alpine Bank Wealth Management History No change 2,745 665 0.09% 0.09% 1144 0 0.0% Q2 2026 Aug 07, 2026
ALTA CAPITAL MANAGEMENT LLC/ History No change 2,738 663 0.05% 0.05% 1145 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Capital, LLC History No change 2,670 661 0.04% 0.03% 1146 0 0.0% Q3 2026 Oct 08, 2026
AIRE ADVISORS, LLC History No change 2,730 661 0.11% 0.11% 1147 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 2,724 660 0.24% 0.24% 1148 0 0.0% Q2 2026 Aug 12, 2026
Navigation Wealth Management, Inc. History No change 2,721 659 0.91% 0.91% 1149 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Retirement, LLC History No change 2,719 659 0.04% 0.04% 1150 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 2,688 659 0.22% 0.22% 1151 0 0.0% Q2 2026 Jul 17, 2026
Genesis Wealth Advisors, LLC History No change 2,713 657 0.39% 0.39% 1152 0 0.0% Q2 2026 Aug 07, 2026
Proactive Wealth Strategies LLC History No change 2,712 657 0.11% 0.11% 1153 0 0.0% Q2 2026 Aug 10, 2026
Sovereign Financial Group, Inc. History No change 2,705 655 0.1% 0.1% 1154 0 0.0% Q2 2026 Jul 24, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,675 648 0.09% 0.09% 1155 0 0.0% Q2 2026 Aug 12, 2026
Soltis Investment Advisors LLC History No change 2,672 647 0.04% 0.04% 1156 0 0.0% Q2 2026 Jul 31, 2026
BROGAN FINANCIAL, INC. History No change 2,667 646 0.26% 0.26% 1157 0 0.0% Q2 2026 Aug 13, 2026
Cedarwood Wealth LLC History No change 2,666 646 0.49% 0.49% 1158 0 0.0% Q2 2026 Jul 23, 2026
MOTCO History No change 2,662 645 0.06% 0.06% 1159 0 0.0% Q2 2026 Jul 31, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,659 644 0.03% 0.03% 1160 0 0.0% Q2 2026 Jul 24, 2026
Coastal Bridge Advisors, LLC History No change 2,654 643 0.04% 0.04% 1161 0 0.0% Q2 2026 Aug 17, 2026
CoreCap Advisors, LLC History Reduced 2,591 642 0.02% 0.02% 1162 -40 -1.52% Q3 2026 Oct 08, 2026
Runnymede Capital Advisors, Inc. History No change 2,647 641 0.38% 0.38% 1163 0 0.0% Q2 2026 Jul 21, 2026
Facet Wealth, Inc. History No change 2,642 640 0.01% 0.01% 1164 0 0.0% Q2 2026 Jul 27, 2026
GC Wealth Management RIA, LLC History No change 2,643 640 0.04% 0.04% 1165 0 0.0% Q2 2026 Jul 16, 2026
Carnegie Investment Counsel History No change 2,638 639 0.01% 0.01% 1166 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Wealth Group, LLC History No change 2,639 639 0.04% 0.04% 1167 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 2,635 638 0.03% 0.03% 1168 0 0.0% Q2 2026 Jul 27, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 2,622 635 0.2% 0.2% 1169 0 0.0% Q2 2026 Jul 24, 2026
Chicago Wealth Management, Inc. History No change 2,621 635 0.23% 0.23% 1170 0 0.0% Q2 2026 Aug 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,616 634 0.27% 0.27% 1171 0 0.0% Q2 2026 Jul 15, 2026
DECISION INVESTMENTS, INC History No change 2,556 633 0.57% 0.56% 1172 0 0.0% Q3 2026 Oct 07, 2026
FIDELITY D & D BANCORP INC History No change 2,608 632 0.22% 0.22% 1173 0 0.0% Q2 2026 Aug 05, 2026
Empower Advisory Group, LLC History No change 2,604 631 0.0% 0.0% 1174 0 0.0% Q2 2026 Aug 12, 2026
TigerOak Management, L.L.C. History No change 2,592 628 0.18% 0.18% 1175 0 0.0% Q2 2026 Aug 11, 2026
Rose Capital Advisors LLC History No change 2,594 628 0.31% 0.31% 1176 0 0.0% Q2 2026 Aug 07, 2026
BRAUN STACEY ASSOCIATES INC History No change 2,576 624 0.02% 0.02% 1177 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 2,573 623 0.08% 0.08% 1178 0 0.0% Q2 2026 Aug 12, 2026
MAIRS & POWER INC History No change 2,562 621 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 14, 2026
NCM Capital Management, LLC History No change 2,554 619 0.19% 0.19% 1180 0 0.0% Q2 2026 Aug 14, 2026
Lee, Kelleher & Klein Wealth Management History Added to 2,491 617 0.32% 0.26% 1183 +410 19.7% Q3 2026 Oct 08, 2026
Quantbot Technologies LP History No change 2,546 617 0.02% 0.02% 1181 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Point Investment Advisors, LLC History No change 2,547 617 0.09% 0.09% 1182 0 0.0% Q2 2026 Jul 28, 2026
Coastline Trust Co History Reduced 2,487 616 0.06% 0.08% 1184 -1,147 -31.56% Q3 2026 Oct 01, 2026
Archer Investment Corp History No change 2,527 612 0.12% 0.12% 1185 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 2,521 611 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 24, 2026
YHB Investment Advisors, Inc. History Added to 2,462 610 0.04% 0.04% 1187 +4 0.16% Q3 2026 Oct 08, 2026
Cypress Capital, LLC History No change 2,520 610 0.16% 0.16% 1188 0 0.0% Q2 2026 Jul 17, 2026
GGM Financial LLC History No change 2,512 609 0.23% 0.23% 1189 0 0.0% Q2 2026 Jul 23, 2026
Members Trust Co History No change 2,512 608 0.02% 0.02% 1190 0 0.0% Q2 2026 Jul 31, 2026
Fusion Capital, LLC History No change 2,508 608 0.14% 0.14% 1191 0 0.0% Q2 2026 Aug 05, 2026
Edgemoor Investment Advisors, Inc. History No change 2,506 607 0.04% 0.04% 1192 0 0.0% Q2 2026 Aug 07, 2026
Klingman & Associates, LLC History No change 2,504 607 0.03% 0.03% 1193 0 0.0% Q2 2026 Jul 29, 2026
Insight Advisors, LLC/ PA History No change 2,507 607 0.11% 0.11% 1194 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Capital Partners, LLC History No change 2,507 607 0.25% 0.25% 1195 0 0.0% Q2 2026 Jul 09, 2026
Operose Advisors LLC History No change 2,495 604 0.12% 0.12% 1196 0 0.0% Q2 2026 Aug 13, 2026
Portland Global Advisors LLC History No change 2,490 603 0.06% 0.06% 1197 0 0.0% Q2 2026 Aug 13, 2026
AFT, FORSYTH & COMPANY, INC. History No change 2,481 601 0.29% 0.29% 1198 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 2,475 600 0.09% 0.09% 1199 0 0.0% Q2 2026 Aug 03, 2026
Wescott Financial Advisory Group, LLC History No change 2,475 599 0.05% 0.05% 1200 0 0.0% Q2 2026 Aug 04, 2026
First Citizens Asset Management, Inc. History No change 2,471 599 0.19% 0.19% 1201 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 2,469 598 0.02% 0.02% 1202 0 0.0% Q2 2026 Aug 10, 2026
Palisade Asset Management, LLC History No change 2,462 596 0.06% 0.06% 1203 0 0.0% Q2 2026 Jul 20, 2026
Woodward Financial Advisors, Inc. History No change 2,450 593 0.2% 0.2% 1204 0 0.0% Q2 2026 Aug 14, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,444 592 0.2% 0.2% 1205 0 0.0% Q2 2026 Jul 07, 2026
Alpine Global Management, LLC History No change 2,431 589 0.1% 0.1% 1206 0 0.0% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History No change 2,370 587 0.06% 0.06% 1207 0 0.0% Q3 2026 Oct 05, 2026
Atala Financial Inc History No change 2,424 587 0.36% 0.36% 1208 0 0.0% Q2 2026 Jul 23, 2026
TritonPoint Partners, LLC History No change 2,398 581 0.05% 0.05% 1209 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Strategies CORP History No change 2,395 580 0.29% 0.29% 1210 0 0.0% Q2 2026 Jul 08, 2026
MassMutual Private Wealth & Trust, FSB History No change 2,319 574 0.02% 0.01% 1211 0 0.0% Q3 2026 Oct 05, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,360 572 0.08% 0.08% 1212 0 0.0% Q2 2026 Aug 12, 2026
Austin Asset Management Co Inc History No change 2,361 572 0.08% 0.08% 1213 0 0.0% Q2 2026 Jul 31, 2026
Oder Investment Management, LLC History No change 2,354 570 0.38% 0.38% 1214 0 0.0% Q2 2026 Aug 11, 2026
Tenzing Financial LLC History No change 2,305 569 0.39% 0.39% 1215 0 0.0% Q2 2026 Jul 09, 2026
Old Mission Investment Co LLC History No change 2,332 565 0.12% 0.12% 1216 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,327 564 0.12% 0.12% 1217 0 0.0% Q2 2026 Aug 05, 2026
Elequin Capital, LP History No change 2,330 564 0.02% 0.02% 1218 0 0.0% Q2 2026 Aug 13, 2026
HT Partners LLC History No change 2,322 562 0.16% 0.16% 1219 0 0.0% Q2 2026 Jul 16, 2026
CWA Asset Management Group, LLC History No change 2,315 561 0.02% 0.02% 1220 0 0.0% Q2 2026 Jul 14, 2026
Ellis Investment Partners, LLC History No change 2,317 561 0.09% 0.09% 1221 0 0.0% Q2 2026 Aug 05, 2026
Aufman Associates Inc History No change 2,310 560 0.22% 0.22% 1222 0 0.0% Q2 2026 Aug 12, 2026
Horizon Investment Services, LLC History No change 2,308 559 0.16% 0.16% 1223 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,304 558 0.03% 0.03% 1224 0 0.0% Q2 2026 Aug 12, 2026
Decker Wealth Management LLC History New 2,240 555 0.11% — 1225 +2,240 New Q3 2026 Oct 09, 2026
WORLD EQUITY GROUP, INC. History No change 2,275 551 0.12% 0.12% 1226 0 0.0% Q2 2026 Jul 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,274 551 0.01% 0.01% 1227 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 2,276 551 0.06% 0.06% 1228 0 0.0% Q2 2026 Aug 10, 2026
Black Diamond Financial, LLC History No change 2,272 550 0.05% 0.05% 1229 0 0.0% Q2 2026 Aug 04, 2026
WealthBridge Capital Management, LLC History No change 2,273 550 0.11% 0.11% 1230 0 0.0% Q2 2026 Jul 24, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 2,268 549 0.04% 0.04% 1231 0 0.0% Q2 2026 Jul 20, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 2,264 548 0.23% 0.23% 1232 0 0.0% Q2 2026 Aug 11, 2026
Accretive Wealth Partners, LLC History No change 2,259 547 0.13% 0.13% 1233 0 0.0% Q2 2026 Jul 29, 2026
Convergence Financial, LLC History No change 2,255 546 0.04% 0.04% 1234 0 0.0% Q2 2026 Aug 05, 2026
Tortoise Investment Management, LLC History No change 2,251 545 0.04% 0.04% 1235 0 0.0% Q2 2026 Aug 07, 2026
McNamara Financial Services, Inc. History No change 2,246 544 0.09% 0.09% 1236 0 0.0% Q2 2026 Jul 22, 2026
Beacon Capital Management, LLC History No change 2,247 544 0.08% 0.08% 1237 0 0.0% Q2 2026 Jul 29, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,240 543 0.1% 0.1% 1238 0 0.0% Q2 2026 Jul 27, 2026
AssuredPartners Investment Advisors, LLC History No change 2,224 539 0.05% 0.05% 1239 0 0.0% Q2 2026 Aug 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,221 538 0.04% 0.04% 1240 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 2,173 538 0.05% 0.05% 1241 0 0.0% Q3 2026 Oct 01, 2026
WRAPMANAGER INC History No change 2,218 537 0.17% 0.17% 1242 0 0.0% Q2 2026 Aug 05, 2026
Stanley-Laman Group, Ltd. History No change 2,216 537 0.05% 0.05% 1243 0 0.0% Q2 2026 Aug 05, 2026
Meeder Advisory Services, Inc. History No change 2,214 536 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 07, 2026
Truepoint, Inc. History No change 2,208 535 0.01% 0.01% 1245 0 0.0% Q2 2026 Jul 31, 2026
Clarity Financial LLC History No change 2,209 535 0.05% 0.05% 1246 0 0.0% Q2 2026 Jul 20, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,200 533 0.08% 0.08% 1247 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,195 532 0.08% 0.08% 1248 0 0.0% Q2 2026 Jul 14, 2026
Essential Investment Partners LLC History No change 2,195 532 0.43% 0.43% 1249 0 0.0% Q2 2026 Jul 15, 2026
SeaCrest Wealth Management, LLC History No change 2,190 530 0.06% 0.06% 1250 0 0.0% Q2 2026 Jul 09, 2026
Towercrest Capital Management History No change 2,185 529 0.07% 0.07% 1251 0 0.0% Q2 2026 Aug 03, 2026
Triad Wealth Partners, LLC History No change 2,084 529 0.03% 0.03% 1252 0 0.0% Q2 2026 Aug 10, 2026
Rockwood Wealth Management, LLC History No change 2,181 528 0.03% 0.03% 1253 0 0.0% Q2 2026 Jul 13, 2026
Triangle Securities Wealth Management History No change 2,176 527 0.1% 0.1% 1254 0 0.0% Q2 2026 Jul 14, 2026
TRITONPOINT WEALTH, LLC History No change 2,176 527 0.05% 0.05% 1255 0 0.0% Q2 2026 Aug 11, 2026
Hollow Brook Wealth Management LLC History No change 2,170 526 0.1% 0.1% 1256 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 2,168 525 0.16% 0.16% 1257 0 0.0% Q2 2026 Jul 31, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,163 524 0.01% 0.01% 1258 0 0.0% Q2 2026 Jul 14, 2026
Perkins Coie Trust Co History No change 2,162 524 0.09% 0.09% 1259 0 0.0% Q2 2026 Jul 09, 2026
Inscription Capital, LLC History No change 2,150 521 0.05% 0.05% 1260 0 0.0% Q2 2026 Aug 13, 2026
Gibson Capital, LLC History No change 2,146 520 0.09% 0.09% 1261 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History Added to 2,095 519 0.05% 0.03% 1262 +564 36.84% Q3 2026 Oct 09, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 2,137 518 0.37% 0.37% 1263 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,134 517 0.04% 0.04% 1264 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Partners, LLC History No change 2,130 516 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 03, 2026
GreatBanc Trust CO History No change 2,129 516 0.32% 0.32% 1266 0 0.0% Q2 2026 Jul 29, 2026
Clear Creek Financial Management, LLC History No change 2,131 516 0.03% 0.03% 1267 0 0.0% Q2 2026 Jul 27, 2026
POWER WEALTH MANAGEMENT LLC History No change 2,131 516 0.18% 0.18% 1268 0 0.0% Q2 2026 Aug 03, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,129 516 0.07% 0.07% 1269 0 0.0% Q2 2026 Aug 11, 2026
COFG Advisors, LLC History No change 2,132 516 0.09% 0.09% 1270 0 0.0% Q2 2026 Aug 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 2,128 515 0.04% 0.04% 1271 0 0.0% Q2 2026 Jul 20, 2026
Madison Wealth Partners, Inc History No change 2,128 515 0.07% 0.07% 1272 0 0.0% Q2 2026 Aug 12, 2026
Harbor Group, Inc. History No change 2,120 514 0.06% 0.06% 1273 0 0.0% Q2 2026 Jul 22, 2026
Sand Hill Global Advisors, LLC History No change 2,116 512 0.02% 0.02% 1274 0 0.0% Q2 2026 Aug 11, 2026
Box Hill Private Wealth LLC History Added to 2,064 511 0.37% 0.35% 1275 +286 16.09% Q3 2026 Oct 05, 2026
WILLNER & HELLER, LLC History No change 2,096 508 0.32% 0.32% 1276 0 0.0% Q2 2026 Jul 07, 2026
Warren Street Wealth Advisors, LLC History No change 2,088 506 0.11% 0.11% 1277 0 0.0% Q2 2026 Jul 22, 2026
DIVERSIFIED MANAGEMENT INC History Added to 2,029 503 0.09% 0.1% 1278 +2 0.1% Q3 2026 Oct 08, 2026
Smith Salley Wealth Management History No change 2,075 503 0.02% 0.02% 1279 0 0.0% Q2 2026 Jul 23, 2026
First Nebraska Trust Co History No change 2,077 503 0.04% 0.04% 1280 0 0.0% Q2 2026 Aug 12, 2026
Canal Capital Management, LLC History No change 2,071 502 0.06% 0.06% 1281 0 0.0% Q2 2026 Jul 28, 2026
DDD Partners, LLC History No change 2,072 502 0.03% 0.03% 1282 0 0.0% Q2 2026 Aug 05, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,060 499 0.02% 0.02% 1283 0 0.0% Q2 2026 Jul 27, 2026
Bravias Capital Group, LLC History No change 2,058 499 0.3% 0.3% 1284 0 0.0% Q2 2026 Jul 30, 2026
Red Door Wealth Management, LLC History No change 2,056 498 0.05% 0.05% 1285 0 0.0% Q2 2026 Jul 13, 2026
Sonoma Private Wealth LLC History No change 2,051 497 0.53% 0.53% 1286 0 0.0% Q2 2026 Aug 14, 2026
Baring Financial LLC History Added to 2,003 496 0.27% 0.27% 1287 +7 0.35% Q3 2026 Oct 07, 2026
Cypress Wealth Services, LLC History No change 2,044 495 0.06% 0.06% 1288 0 0.0% Q2 2026 Jul 10, 2026
Granite Bay Wealth Management, LLC History No change 2,042 495 0.05% 0.05% 1289 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 2,033 492 0.07% 0.07% 1290 0 0.0% Q2 2026 Aug 04, 2026
ARVEST INVESTMENTS, INC. History No change 2,029 491 0.06% 0.06% 1291 0 0.0% Q2 2026 Jul 17, 2026
Advisory Alpha, LLC History No change 2,019 489 0.01% 0.01% 1292 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,937 489 0.06% 0.06% 1293 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 2,011 487 0.01% 0.01% 1294 0 0.0% Q2 2026 Aug 04, 2026
Cullen Capital Management, LLC History No change 2,000 484 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 2,000 484 0.25% 0.25% 1296 0 0.0% Q2 2026 Aug 06, 2026
Tortuga Wealth Management, Inc History No change 1,997 484 0.37% 0.37% 1297 0 0.0% Q2 2026 Jul 30, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,995 483 0.02% 0.02% 1298 0 0.0% Q2 2026 Jul 08, 2026
Sargent Investment Group, LLC History No change 1,991 482 0.06% 0.06% 1299 0 0.0% Q2 2026 Aug 11, 2026
Parkshore Wealth Management, Inc. History No change 1,983 480 0.14% 0.14% 1300 0 0.0% Q2 2026 Aug 07, 2026
Mason Investment Advisory Services, Inc. History No change 1,979 479 0.02% 0.02% 1301 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 1,977 479 0.08% 0.08% 1302 0 0.0% Q2 2026 Aug 10, 2026
Gray Private Wealth, LLC History No change 1,970 477 0.21% 0.21% 1303 0 0.0% Q2 2026 Jul 24, 2026
Spartan Wealth Advisory Services LLC History No change 1,970 477 0.04% 0.04% 1304 0 0.0% Q2 2026 Aug 05, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 1,931 477 0.42% 0.42% 1305 0 0.0% Q2 2026 Jul 16, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,964 476 0.03% 0.03% 1306 0 0.0% Q2 2026 Aug 07, 2026
Stockman Wealth Management, Inc. History No change 1,963 475 0.05% 0.05% 1307 0 0.0% Q2 2026 Aug 11, 2026
LJI Wealth Management, LLC History No change 1,962 475 0.07% 0.07% 1308 0 0.0% Q2 2026 Jul 31, 2026
Pasadena Private Wealth, LLC History No change 1,959 474 0.06% 0.06% 1309 0 0.0% Q2 2026 Aug 10, 2026
ALLSTATE CORP History No change 1,954 473 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 13, 2026
Arbor Wealth Advisors LLC History No change 1,910 473 0.29% 0.28% 1311 0 0.0% Q3 2026 Oct 09, 2026
Galvin, Gaustad & Stein, LLC History Reduced 1,889 468 0.04% 0.03% 1313 -9 -0.47% Q3 2026 Oct 08, 2026
IMA Advisory Services, Inc. History No change 1,933 468 0.03% 0.03% 1312 0 0.0% Q2 2026 Aug 10, 2026
NORTH DALLAS BANK & TRUST CO History No change 1,927 467 0.28% 0.28% 1314 0 0.0% Q2 2026 Jul 13, 2026
Mascagni Wealth Management, Inc. History No change 1,930 467 0.29% 0.29% 1315 0 0.0% Q2 2026 Jul 31, 2026
MCF Advisors LLC History No change 1,924 466 0.02% 0.02% 1316 0 0.0% Q2 2026 Aug 12, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 1,926 466 0.39% 0.39% 1317 0 0.0% Q2 2026 Aug 03, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,914 464 0.06% 0.06% 1318 0 0.0% Q2 2026 Aug 05, 2026
PUREfi Wealth, LLC History No change 1,914 464 0.25% 0.25% 1319 0 0.0% Q2 2026 Jul 27, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 1,909 462 0.11% 0.11% 1320 0 0.0% Q2 2026 Jul 15, 2026
ORBA Wealth Advisors, L.L.C. History No change 1,907 462 0.39% 0.39% 1321 0 0.0% Q2 2026 Jul 23, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 1,900 460 0.01% 0.01% 1322 0 0.0% Q2 2026 Jul 31, 2026
Trexquant Investment LP History No change 1,900 460 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 14, 2026
Integris Wealth Management, LLC History No change 1,900 460 0.09% 0.09% 1324 0 0.0% Q2 2026 Jul 10, 2026
Plum Street Advisors, LLC History No change 1,899 460 0.15% 0.15% 1325 0 0.0% Q2 2026 Aug 13, 2026
ASL Financial, LLC History No change 1,900 460 0.32% 0.32% 1326 0 0.0% Q2 2026 Jul 21, 2026
PITTENGER & ANDERSON INC History No change 1,895 459 0.02% 0.02% 1327 0 0.0% Q2 2026 Jul 27, 2026
Riverstone Advisors, LLC History No change 1,884 456 0.19% 0.19% 1328 0 0.0% Q2 2026 Aug 06, 2026
Glen Eagle Advisors, LLC History No change 1,879 455 0.06% 0.06% 1329 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 1,874 454 0.01% 0.01% 1330 0 0.0% Q2 2026 Jul 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 1,867 452 0.16% 0.16% 1331 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 1,867 452 0.02% 0.02% 1332 0 0.0% Q2 2026 Jul 29, 2026
Plus Group Wealth Advisors LLC History No change 1,861 451 0.42% 0.42% 1333 0 0.0% Q2 2026 Jul 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 1,852 449 0.05% 0.05% 1334 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST Co History No change 1,852 448 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 03, 2026
MCDONALD PARTNERS LLC History No change 1,850 448 0.11% 0.11% 1336 0 0.0% Q2 2026 Jul 28, 2026
Gateway Wealth Partners, LLC History No change 1,851 448 0.03% 0.03% 1337 0 0.0% Q2 2026 Aug 04, 2026
Arlington Trust Co LLC History No change 1,849 448 0.04% 0.04% 1338 0 0.0% Q2 2026 Jul 07, 2026
Selective Wealth Management, Inc. History No change 1,800 446 0.12% 0.12% 1339 0 0.0% Q2 2026 Jul 20, 2026
STRATEGIC PLANNING GROUP, LLC History No change 1,842 446 0.05% 0.05% 1340 0 0.0% Q2 2026 Jul 16, 2026
PACK Private Wealth, LLC History No change 1,842 446 0.18% 0.18% 1341 0 0.0% Q2 2026 Aug 12, 2026
ShoreHaven Wealth Partners, LLC History No change 1,837 445 0.14% 0.14% 1342 0 0.0% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 1,827 442 0.01% 0.01% 1343 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 1,898 442 0.04% 0.04% 1344 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 1,821 441 0.03% 0.03% 1345 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 1,817 440 0.03% 0.03% 1346 0 0.0% Q2 2026 Aug 10, 2026
Joel Adams & Associates, Inc. History No change 1,819 440 0.28% 0.28% 1347 0 0.0% Q2 2026 Aug 06, 2026
Cassia Capital Partners, LLC History No change 1,814 439 0.21% 0.21% 1348 0 0.0% Q2 2026 Jul 30, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,765 437 0.03% 0.03% 1351 +9 0.51% Q3 2026 Oct 09, 2026
GW&K Investment Management, LLC History No change 1,804 437 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 12, 2026
Cypress Capital Group History No change 1,805 437 0.04% 0.04% 1350 0 0.0% Q2 2026 Aug 05, 2026
Centerpoint Advisors, LLC History No change 1,800 436 0.12% 0.12% 1352 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 1,797 435 0.04% 0.04% 1353 0 0.0% Q2 2026 Jul 29, 2026
WASHINGTON TRUST BANK History No change 1,793 434 0.03% 0.03% 1354 0 0.0% Q2 2026 Aug 05, 2026
FIRST AMERICAN TRUST, FSB History No change 1,788 433 0.03% 0.03% 1355 0 0.0% Q2 2026 Aug 10, 2026
JB Capital LLC History No change 1,784 432 0.01% 0.01% 1356 0 0.0% Q2 2026 Jul 29, 2026
Fairway Wealth LLC History No change 1,782 432 0.1% 0.1% 1357 0 0.0% Q2 2026 Jul 24, 2026
BAYBAN History No change 1,784 432 0.33% 0.33% 1358 0 0.0% Q2 2026 Jul 30, 2026
Tailwinds Wealth, LLC History No change 1,776 430 0.25% 0.25% 1359 0 0.0% Q2 2026 Jul 13, 2026
Abacus Wealth Partners, LLC History No change 1,772 429 0.05% 0.05% 1360 0 0.0% Q2 2026 Jul 22, 2026
Bay Capital Advisors, LLC History No change 1,770 429 0.23% 0.23% 1361 0 0.0% Q2 2026 Jul 21, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 1,769 428 0.04% 0.04% 1362 0 0.0% Q2 2026 Jul 29, 2026
Emergent Wealth Advisors, LLC History Added to 1,723 427 0.22% 0.22% 1364 +6 0.35% Q3 2026 Oct 08, 2026
Matisse Capital History No change 1,765 427 0.17% 0.17% 1363 0 0.0% Q2 2026 Aug 12, 2026
Navigate Wealth Management, LLC History No change 1,724 427 0.26% 0.26% 1365 0 0.0% Q2 2026 Jul 23, 2026
Altus Wealth Management, LLC History No change 1,761 426 0.16% 0.16% 1366 0 0.0% Q2 2026 Jul 21, 2026
SVB WEALTH LLC History No change 1,754 425 0.03% 0.03% 1367 0 0.0% Q2 2026 Jul 17, 2026
Park Edge Advisors, LLC History No change 1,748 423 0.09% 0.09% 1368 0 0.0% Q2 2026 Jul 10, 2026
Collaborative Wealth Managment Inc. History No change 1,744 422 0.18% 0.18% 1369 0 0.0% Q2 2026 Aug 05, 2026
Vantage Point Financial LLC History No change 1,744 422 0.13% 0.13% 1370 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 1,735 420 0.1% 0.1% 1371 0 0.0% Q2 2026 Jul 22, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 1,722 417 0.06% 0.06% 1372 0 0.0% Q2 2026 Jul 23, 2026
Sharper & Granite LLC History No change 1,724 417 0.13% 0.13% 1373 0 0.0% Q2 2026 Jul 16, 2026
TWO SIGMA SECURITIES, LLC History No change 1,720 416 0.04% 0.04% 1374 0 0.0% Q2 2026 Aug 14, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 1,705 413 0.06% 0.06% 1375 0 0.0% Q2 2026 Jul 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,704 413 0.08% 0.08% 1376 0 0.0% Q2 2026 Jul 15, 2026
Forum Private Client Group LLC History No change 1,701 412 0.12% 0.12% 1377 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 1,698 411 0.01% 0.01% 1378 0 0.0% Q2 2026 Oct 07, 2026
LVW Advisors, LLC History No change 1,690 409 0.04% 0.04% 1379 0 0.0% Q2 2026 Jul 15, 2026
Rathbones Group PLC History No change 1,684 408 0.0% 0.0% 1380 0 0.0% Q2 2026 Jul 23, 2026
IBEX WEALTH ADVISORS History No change 1,680 407 0.03% 0.03% 1381 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Management Group History No change 1,675 406 0.08% 0.08% 1382 0 0.0% Q2 2026 Aug 04, 2026
Team Hewins, LLC History No change 1,678 406 0.11% 0.11% 1383 0 0.0% Q2 2026 Jul 29, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,676 406 0.24% 0.24% 1384 0 0.0% Q2 2026 Jul 15, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 1,671 405 0.06% 0.06% 1385 0 0.0% Q2 2026 Jul 20, 2026
Opal Wealth Advisors, LLC History No change 1,669 404 0.09% 0.09% 1386 0 0.0% Q2 2026 Jul 20, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 1,664 403 0.1% 0.1% 1387 0 0.0% Q2 2026 Jul 24, 2026
Aspire Private Capital, LLC History No change 1,660 402 0.08% 0.08% 1388 0 0.0% Q2 2026 Jul 15, 2026
Sharp Wealth Advisory, LLC History No change 1,658 401 0.19% 0.19% 1389 0 0.0% Q2 2026 Jul 24, 2026
First Command Advisory Services, Inc. History No change 1,651 400 0.0% 0.0% 1390 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Bancorp, Inc. History No change 1,649 399 0.1% 0.1% 1391 0 0.0% Q2 2026 Jul 28, 2026
BCGM Wealth Management, LLC History No change 1,645 398 0.08% 0.08% 1392 0 0.0% Q2 2026 Aug 04, 2026
Financial Life Planners History No change 1,643 398 0.26% 0.26% 1393 0 0.0% Q2 2026 Jul 21, 2026
APPLETON PARTNERS INC/MA History No change 1,639 397 0.02% 0.02% 1394 0 0.0% Q2 2026 Jul 21, 2026
Causey Wealth LLC History No change 1,638 397 0.16% 0.16% 1395 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,635 396 0.0% 0.0% 1396 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 1,637 396 0.03% 0.03% 1397 0 0.0% Q2 2026 Jul 23, 2026
Csenge Advisory Group History No change 1,635 396 0.02% 0.02% 1398 0 0.0% Q2 2026 Aug 10, 2026
Elevation Wealth Management LLC History No change 1,636 396 0.3% 0.3% 1399 0 0.0% Q2 2026 Jul 29, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 1,630 395 0.05% 0.05% 1400 0 0.0% Q2 2026 Jul 23, 2026
Align Financial, LLC History No change 1,626 394 0.2% 0.2% 1401 0 0.0% Q2 2026 Jul 27, 2026
Talisman Wealth Advisors LLC History No change 1,624 393 0.29% 0.29% 1402 0 0.0% Q2 2026 Aug 14, 2026
Berkeley, Inc History No change 1,624 393 0.12% 0.12% 1403 0 0.0% Q2 2026 Jul 24, 2026
Merrion Investment Management Co, LLC History No change 1,620 392 0.19% 0.19% 1404 0 0.0% Q2 2026 Jul 13, 2026
Powerhouse Assets LLC History No change 1,615 391 0.32% 0.32% 1405 0 0.0% Q2 2026 Jul 23, 2026
Renasant Bank History No change 1,613 391 0.25% 0.25% 1406 0 0.0% Q2 2026 Aug 11, 2026
TD Capital Management LLC History No change 1,610 390 0.03% 0.03% 1407 0 0.0% Q2 2026 Aug 06, 2026
FFT WEALTH MANAGEMENT LLC History No change 1,610 390 0.06% 0.06% 1408 0 0.0% Q2 2026 Jul 27, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,570 389 0.11% 0.11% 1409 0 0.0% Q3 2026 Oct 05, 2026
Aerodigm Wealth, LLC History No change 1,607 389 0.13% 0.13% 1410 0 0.0% Q2 2026 Aug 04, 2026
Financial Sense Advisors, Inc. History No change 1,599 387 0.08% 0.08% 1411 0 0.0% Q2 2026 Aug 14, 2026
Poehling Capital Management, INC. History No change 1,590 385 0.08% 0.08% 1412 0 0.0% Q2 2026 Jul 20, 2026
DOLIVER ADVISORS, LP History No change 1,550 384 0.08% 0.08% 1413 0 0.0% Q3 2026 Oct 01, 2026
Riverbend Wealth Management, LLC History No change 1,582 383 0.19% 0.19% 1414 0 0.0% Q2 2026 Jul 22, 2026
Kondo Wealth Advisors, Inc. History No change 1,580 383 0.13% 0.13% 1415 0 0.0% Q2 2026 Jul 21, 2026
Integrated Advisors Network LLC History No change 1,579 382 0.02% 0.02% 1416 0 0.0% Q2 2026 Aug 11, 2026
Hamilton Wealth, LLC History No change 1,576 382 0.07% 0.07% 1417 0 0.0% Q2 2026 Aug 06, 2026
Ascent Advisors, LLC History No change 1,570 382 0.44% 0.44% 1418 0 0.0% Q2 2026 Aug 14, 2026
James J. Burns & Company, LLC History No change 1,570 380 0.04% 0.04% 1419 0 0.0% Q2 2026 Aug 06, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 1,564 379 0.02% 0.02% 1420 0 0.0% Q2 2026 Aug 06, 2026
Ledyard National Bank History No change 1,562 378 0.03% 0.03% 1421 0 0.0% Q2 2026 Jul 16, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,562 378 0.16% 0.16% 1422 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 1,559 377 0.14% 0.14% 1423 0 0.0% Q2 2026 Aug 06, 2026
Stonehearth Capital Management, LLC History No change 1,553 376 0.13% 0.13% 1424 0 0.0% Q2 2026 Jul 07, 2026
McClarren Financial Advisors, Inc. History No change 1,554 376 0.19% 0.19% 1425 0 0.0% Q2 2026 Jul 17, 2026
Point Windward Advisors Inc. History No change 1,549 375 0.17% 0.17% 1426 0 0.0% Q2 2026 Jul 30, 2026
King Wealth Management Group History No change 1,548 375 0.04% 0.04% 1427 0 0.0% Q2 2026 Aug 05, 2026
Balentine LLC History No change 1,546 374 0.01% 0.01% 1428 0 0.0% Q2 2026 Aug 06, 2026
Citizens Business Bank History No change 1,545 374 0.06% 0.06% 1429 0 0.0% Q2 2026 Aug 03, 2026
Ballew Advisors, Inc History Reduced 1,497 373 0.19% 0.26% 1430 -514 -25.56% Q3 2026 Oct 05, 2026
Nicholas Hoffman & Company, LLC. History No change 1,535 372 0.01% 0.01% 1431 0 0.0% Q2 2026 Aug 04, 2026
JT Stratford LLC History No change 1,534 371 0.04% 0.04% 1432 0 0.0% Q2 2026 Aug 14, 2026
Single Point Partners, LLC History No change 1,528 370 0.07% 0.07% 1433 0 0.0% Q2 2026 Jul 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,522 368 0.03% 0.03% 1434 0 0.0% Q2 2026 Jul 16, 2026
Farmers National Bank History No change 1,509 365 0.08% 0.08% 1435 0 0.0% Q2 2026 Aug 11, 2026
Oliver Luxxe Assets LLC History No change 1,507 365 0.05% 0.05% 1436 0 0.0% Q2 2026 Jul 09, 2026
Legacy Wealth Management, LLC History No change 1,504 364 0.02% 0.02% 1437 0 0.0% Q2 2026 Jul 09, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,500 363 0.04% 0.04% 1438 0 0.0% Q2 2026 Jul 13, 2026
W1M Asset Management Ltd History No change 1,498 363 0.0% 0.0% 1439 0 0.0% Q2 2026 Aug 12, 2026
Boreal Capital Management LLC History No change 1,500 363 0.27% 0.27% 1440 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 1,496 362 0.01% 0.01% 1441 0 0.0% Q2 2026 Aug 10, 2026
Wealth Architects, LLC History No change 1,496 362 0.03% 0.03% 1442 0 0.0% Q2 2026 Jul 23, 2026
EWA, LLC History No change 1,497 362 0.07% 0.07% 1443 0 0.0% Q2 2026 Jul 14, 2026
Institute for Wealth Management, LLC. History No change 1,493 361 0.03% 0.03% 1444 0 0.0% Q2 2026 Jul 28, 2026
Baker Ellis Asset Management LLC History No change 1,486 360 0.04% 0.04% 1445 0 0.0% Q2 2026 Jul 23, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 1,485 360 0.08% 0.08% 1446 0 0.0% Q2 2026 Jul 09, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 1,488 360 0.04% 0.04% 1447 0 0.0% Q2 2026 Jul 09, 2026
MEMBERS WEALTH LLC History No change 1,487 360 0.2% 0.2% 1448 0 0.0% Q2 2026 Jul 09, 2026
LaFleur & Godfrey LLC History No change 1,484 359 0.04% 0.04% 1449 0 0.0% Q2 2026 Jul 15, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 1,484 359 0.02% 0.02% 1450 0 0.0% Q2 2026 Jul 23, 2026
LMCG INVESTMENTS, LLC History No change 1,479 358 0.02% 0.02% 1451 0 0.0% Q2 2026 Jul 22, 2026
NFJ INVESTMENT GROUP, LLC History No change 1,475 357 0.01% 0.01% 1452 0 0.0% Q2 2026 Aug 11, 2026
EdgeRock Capital LLC History No change 1,476 357 0.08% 0.08% 1453 0 0.0% Q2 2026 Jul 24, 2026
Evernest Financial Advisors, LLC History No change 1,462 354 0.07% 0.07% 1454 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Group, Inc. History No change 1,459 353 0.16% 0.16% 1455 0 0.0% Q2 2026 Jul 15, 2026
Principle Wealth Partners LLC History No change 1,453 352 0.02% 0.02% 1456 0 0.0% Q2 2026 Aug 07, 2026
Mechanics Bank Trust Department History No change 1,448 351 0.04% 0.04% 1457 0 0.0% Q2 2026 Jul 07, 2026
Trek Financial, LLC History No change 1,447 350 0.02% 0.02% 1458 0 0.0% Q2 2026 Aug 13, 2026
Financial Alternatives, Inc History No change 1,436 348 0.17% 0.17% 1459 0 0.0% Q2 2026 Aug 10, 2026
Arlington Financial Advisors, LLC History No change 1,434 347 0.04% 0.04% 1460 0 0.0% Q2 2026 Jul 22, 2026
3Chopt Investment Partners, LLC History No change 1,433 347 0.07% 0.07% 1461 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisors, LLC History No change 1,431 346 0.05% 0.05% 1462 0 0.0% Q2 2026 Jul 22, 2026
Praetorian Wealth Management, Inc. History No change 1,425 345 0.06% 0.06% 1463 0 0.0% Q2 2026 Jul 07, 2026
Latitude Advisors, LLC History No change 1,426 345 0.14% 0.14% 1464 0 0.0% Q2 2026 Jul 27, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 1,424 345 0.28% 0.28% 1465 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,423 344 0.02% 0.02% 1466 0 0.0% Q2 2026 Aug 05, 2026
Bright Futures Wealth Management, LLC. History No change 1,419 344 0.22% 0.22% 1467 0 0.0% Q2 2026 Jul 24, 2026
Campion Asset Management History No change 1,419 344 0.21% 0.21% 1468 0 0.0% Q2 2026 Jul 28, 2026
KEB ASSET MANAGEMENT, LLC History No change 1,420 344 0.06% 0.06% 1469 0 0.0% Q2 2026 Jul 14, 2026
Sollinda Capital Management LLC History No change 1,423 344 0.07% 0.07% 1470 0 0.0% Q2 2026 Aug 05, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,417 343 0.08% 0.08% 1471 0 0.0% Q2 2026 Aug 10, 2026
WealthTrust Axiom LLC History No change 1,414 342 0.08% 0.08% 1472 0 0.0% Q2 2026 Aug 11, 2026
WATERSHED PRIVATE WEALTH LLC History No change 1,413 342 0.1% 0.1% 1473 0 0.0% Q2 2026 Jul 17, 2026
Wilkins Miller Wealth Management, LLC History No change 1,412 342 0.19% 0.19% 1474 0 0.0% Q2 2026 Jul 21, 2026
ATWOOD & PALMER INC History Added to 1,372 340 0.02% 0.02% 1475 +138 11.18% Q3 2026 Oct 08, 2026
Northwest Quadrant Wealth Management, LLC History No change 1,406 340 0.06% 0.06% 1476 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 1,403 340 0.01% 0.01% 1477 0 0.0% Q2 2026 Aug 10, 2026
Summit Investment Advisory Services, LLC History No change 1,399 339 0.09% 0.09% 1478 0 0.0% Q2 2026 Jul 24, 2026
Trilogy Capital Inc. History No change 1,396 338 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 02, 2026
TFC Financial Management, Inc. History No change 1,378 334 0.04% 0.04% 1480 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 1,375 333 0.02% 0.02% 1481 0 0.0% Q2 2026 Jul 29, 2026
Layline Advisors, LLC History No change 1,373 332 0.3% 0.3% 1482 0 0.0% Q2 2026 Aug 20, 2026
Horst & Graben Wealth Management LLC History No change 1,362 332 0.04% 0.04% 1483 0 0.0% Q2 2026 Jul 22, 2026
NerdWallet Wealth Partners, LLC History No change 1,370 332 0.11% 0.11% 1484 0 0.0% Q2 2026 Jul 07, 2026
SACHEM HILL LLC History No change 1,367 331 0.06% 0.06% 1485 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 1,361 329 0.01% 0.01% 1486 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 1,353 328 0.02% 0.02% 1487 0 0.0% Q2 2026 Jul 31, 2026
Watchman Group, Inc. History No change 1,357 328 0.07% 0.07% 1488 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Management, Inc. History No change 1,348 326 0.05% 0.05% 1489 0 0.0% Q2 2026 Jul 16, 2026
CFG Wealth Management Services, Inc. History No change 1,527 326 0.31% 0.31% 1490 0 0.0% Q2 2026 Jul 15, 2026
Keebeck Wealth Management History No change 1,344 325 0.03% 0.03% 1491 0 0.0% Q2 2026 Aug 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 1,340 324 0.04% 0.04% 1492 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 1,336 323 0.05% 0.05% 1493 0 0.0% Q2 2026 Aug 12, 2026
Stephenson & Company, Inc. History No change 1,336 323 0.15% 0.15% 1494 0 0.0% Q2 2026 Jul 28, 2026
Fermata Advisors, LLC History No change 1,331 322 0.07% 0.07% 1495 0 0.0% Q2 2026 Jul 07, 2026
Strategic Financial Partners, Ltd. History No change 1,329 322 0.12% 0.12% 1496 0 0.0% Q2 2026 Aug 03, 2026
Lansing Street Advisors History No change 1,325 321 0.07% 0.07% 1497 0 0.0% Q2 2026 Jul 24, 2026
Portfolio Resources Advisor Group, Inc. History No change 1,327 321 0.27% 0.27% 1498 0 0.0% Q2 2026 Jul 29, 2026
Sicart Associates LLC History No change 1,317 319 0.08% 0.08% 1499 0 0.0% Q2 2026 Aug 11, 2026
Tanglewood Wealth Management, Inc. History No change 1,313 318 0.03% 0.03% 1500 0 0.0% Q2 2026 Jul 27, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 1,308 317 0.09% 0.09% 1501 0 0.0% Q2 2026 Aug 04, 2026
VESTOR CAPITAL, LLC History No change 5,911 316 0.02% 0.02% 1502 0 0.0% Q2 2026 Jul 28, 2026
MorganRosel Wealth Management, LLC History No change 1,307 316 0.11% 0.11% 1503 0 0.0% Q2 2026 Aug 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,300 315 0.02% 0.02% 1504 0 0.0% Q2 2026 Jul 20, 2026
Lakeridge Wealth Management LLC History No change 1,301 315 0.12% 0.12% 1505 0 0.0% Q2 2026 Jul 14, 2026
Foster Group, Inc. History No change 1,296 314 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 07, 2026
Pillar Financial Advisors, LLC History No change 1,297 314 0.16% 0.16% 1507 0 0.0% Q2 2026 Jul 24, 2026
Clear Trail Advisors, LLC History No change 1,294 313 0.05% 0.05% 1508 0 0.0% Q2 2026 Jul 21, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 1,291 312 0.2% 0.2% 1509 0 0.0% Q2 2026 Aug 13, 2026
Wealthstar Advisors, LLC History No change 1,286 311 0.09% 0.09% 1510 0 0.0% Q2 2026 Jul 30, 2026
MTM Investment Management, LLC History No change 1,281 310 0.09% 0.09% 1511 0 0.0% Q2 2026 Aug 03, 2026
Arista Wealth Management, LLC History No change 1,279 310 0.03% 0.03% 1512 0 0.0% Q2 2026 Jul 08, 2026
S.A. Mason LLC History No change 1,277 309 0.09% 0.09% 1513 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 1,269 309 0.0% 0.0% 1514 0 0.0% Q2 2026 Jul 27, 2026
Chicago Capital, LLC History No change 1,272 308 0.01% 0.01% 1515 0 0.0% Q2 2026 Jul 27, 2026
Orion Capital Management LLC History No change 1,274 308 0.1% 0.1% 1516 0 0.0% Q2 2026 Aug 17, 2026
RMR Capital Management, LLC History No change 1,273 308 0.21% 0.21% 1517 0 0.0% Q2 2026 Jul 27, 2026
Persium Advisors, LLC History No change 1,246 308 0.16% 0.2% 1518 0 0.0% Q3 2026 Oct 07, 2026
PDS Planning, Inc History No change 1,269 307 0.02% 0.02% 1519 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 1,267 307 0.02% 0.02% 1520 0 0.0% Q2 2026 Jul 15, 2026
Wealthfront Advisers LLC History No change 1,269 307 0.0% 0.0% 1521 0 0.0% Q2 2026 Aug 07, 2026
One Wealth Advisors, LLC History No change 1,264 306 0.03% 0.03% 1522 0 0.0% Q2 2026 Aug 06, 2026
OAK FAMILY ADVISORS, LLC History No change 1,263 306 0.08% 0.08% 1523 0 0.0% Q2 2026 Jul 20, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,266 306 0.12% 0.12% 1524 0 0.0% Q2 2026 Jul 14, 2026
Crews Bank & Trust History No change 1,259 305 0.04% 0.04% 1525 0 0.0% Q2 2026 Jul 16, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 1,258 304 0.04% 0.04% 1526 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,254 303 0.03% 0.03% 1527 0 0.0% Q2 2026 Jul 14, 2026
Penobscot Investment Management Company, Inc. History No change 1,245 301 0.02% 0.02% 1528 0 0.0% Q2 2026 Jul 24, 2026
Retirement Solution LLC History No change 1,246 301 0.06% 0.06% 1529 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History Added to 1,212 300 0.02% 0.01% 1530 +750 162.34% Q3 2026 Oct 05, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,239 300 0.04% 0.04% 1531 0 0.0% Q2 2026 Aug 05, 2026
CCM INVESTMENT ADVISERS LLC History No change 1,235 299 0.02% 0.02% 1532 0 0.0% Q2 2026 Aug 12, 2026
Old North State Trust, LLC History No change 1,232 299 0.15% 0.15% 1533 0 0.0% Q2 2026 Aug 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,205 298 0.08% 0.09% 1534 +4 0.33% Q3 2026 Oct 07, 2026
Raab & Moskowitz Asset Management LLC History No change 1,229 297 0.06% 0.06% 1535 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 1,221 296 0.02% 0.02% 1536 0 0.0% Q2 2026 Aug 14, 2026
ABNER HERRMAN & BROCK LLC History No change 1,220 296 0.03% 0.03% 1537 0 0.0% Q2 2026 Jul 08, 2026
Greenhouse Wealth Management, LLC History No change 1,221 296 0.21% 0.21% 1538 0 0.0% Q2 2026 Aug 06, 2026
Alliance Wealth Advisors, LLC History No change 1,218 295 0.1% 0.1% 1539 0 0.0% Q2 2026 Jul 09, 2026
PLANWISER FINANCIAL, LLC History No change 1,217 295 0.21% 0.21% 1540 0 0.0% Q2 2026 Aug 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 1,213 294 0.0% 0.0% 1541 0 0.0% Q2 2026 Jul 17, 2026
COMMONS CAPITAL, LLC History No change 1,214 294 0.21% 0.21% 1542 0 0.0% Q2 2026 Jul 30, 2026
NOVEM GROUP History No change 1,217 294 0.03% 0.03% 1543 0 0.0% Q2 2026 Jul 21, 2026
180 WEALTH ADVISORS, LLC History No change 1,211 293 0.03% 0.03% 1544 0 0.0% Q2 2026 Jul 07, 2026
Global Assets Advisory, LLC History No change 1,195 292 0.06% 0.06% 1545 0 0.0% Q2 2026 Jul 27, 2026
Heritage Wealth Management, Inc. /CA/ History No change 1,207 292 0.11% 0.11% 1546 0 0.0% Q2 2026 Jul 22, 2026
Lebenthal Global Advisors, LLC History No change 1,204 291 0.04% 0.04% 1547 0 0.0% Q2 2026 Jul 30, 2026
Addison Capital Co History No change 1,200 290 0.05% 0.05% 1548 0 0.0% Q2 2026 Aug 04, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 1,200 290 0.03% 0.03% 1549 0 0.0% Q2 2026 Jul 07, 2026
Formidable Asset Management, LLC History No change 1,349 288 0.05% 0.05% 1550 0 0.0% Q2 2026 Jul 17, 2026
First PREMIER Bank History No change 1,169 283 0.05% 0.05% 1551 0 0.0% Q2 2026 Jul 15, 2026
ESL Trust Services, LLC History No change 1,171 283 0.05% 0.05% 1552 0 0.0% Q2 2026 Aug 13, 2026
SK Wealth Management, LLC History No change 1,093 282 0.06% 0.06% 1553 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Retirement Investments LLC History No change 1,166 282 0.08% 0.08% 1554 0 0.0% Q2 2026 Aug 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,319 281 0.04% 0.04% 1555 0 0.0% Q2 2026 Aug 05, 2026
Falcon Wealth Planning History No change 1,160 281 0.02% 0.02% 1556 0 0.0% Q2 2026 Jul 13, 2026
PECAUT & CO. History No change 1,156 280 0.09% 0.09% 1557 0 0.0% Q2 2026 Aug 03, 2026
SP Asset Management LLC History No change 1,159 280 0.02% 0.02% 1558 0 0.0% Q2 2026 Aug 04, 2026
Alpha Financial Partners LLC History No change 1,158 280 0.15% 0.15% 1559 0 0.0% Q2 2026 Aug 11, 2026
Curated Wealth Partners LLC History No change 1,150 278 0.03% 0.03% 1560 0 0.0% Q2 2026 Aug 14, 2026
Kastel Capital Advisors, LLC History No change 1,303 278 0.18% 0.18% 1561 0 0.0% Q2 2026 Jul 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,146 277 0.02% 0.02% 1562 0 0.0% Q2 2026 Jul 15, 2026
PATTEN & PATTEN INC/TN History No change 1,135 275 0.01% 0.01% 1563 0 0.0% Q2 2026 Aug 05, 2026
Elk River Wealth Management LLC History No change 1,135 275 0.04% 0.04% 1564 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 1,136 275 0.03% 0.03% 1565 0 0.0% Q2 2026 Jul 15, 2026
Timonier Family Office, LTD. History No change 1,135 275 0.08% 0.08% 1566 0 0.0% Q2 2026 Aug 03, 2026
Insight Wealth Strategies, LLC History Added to 1,109 274 0.03% 0.03% 1568 +2 0.18% Q3 2026 Oct 09, 2026
BANK OF HAWAII History No change 1,132 274 0.01% 0.01% 1567 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 1,133 274 0.01% 0.01% 1569 0 0.0% Q2 2026 Jul 29, 2026
Addison Advisors LLC History No change 1,132 274 0.13% 0.13% 1570 0 0.0% Q2 2026 Aug 10, 2026
HARMONY ASSET MANAGEMENT LLC History No change 1,132 274 0.07% 0.07% 1571 0 0.0% Q2 2026 Jul 20, 2026
Millennium Capital Advisors, LLC History No change 1,134 274 0.15% 0.15% 1572 0 0.0% Q2 2026 Jul 28, 2026
Englebert Financial Advisers, LLC History No change 1,131 274 0.27% 0.27% 1573 0 0.0% Q2 2026 Jul 22, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 1,128 273 0.08% 0.08% 1574 0 0.0% Q2 2026 Jul 28, 2026
Clayton Financial Group LLC History No change 1,128 273 0.15% 0.15% 1575 0 0.0% Q2 2026 Jul 20, 2026
Investment Research Partners LLC History No change 1,114 270 0.09% 0.09% 1576 0 0.0% Q2 2026 Aug 04, 2026
Tempo Wealth, LLC History No change 1,118 270 0.04% 0.04% 1577 0 0.0% Q2 2026 Jul 27, 2026
QTR Family Wealth, LLC History No change 1,114 269 0.09% 0.09% 1578 0 0.0% Q2 2026 Jul 27, 2026
CDKV HOLDINGS LLC History No change 1,111 269 0.21% 0.21% 1579 0 0.0% Q2 2026 Jul 30, 2026
Wealthquest Corp History No change 1,107 268 0.02% 0.02% 1580 0 0.0% Q2 2026 Jul 23, 2026
Meridian Financial Partners LLC History No change 1,087 268 0.09% 0.09% 1581 0 0.0% Q2 2026 Jul 24, 2026
Monument Group Wealth Advisors, LLC History No change 5,840 268 0.13% 0.13% 1582 0 0.0% Q2 2026 Jul 27, 2026
TRB Wealth Management, LLC History No change 1,109 268 0.04% 0.04% 1583 0 0.0% Q2 2026 Aug 11, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 1,103 267 0.07% 0.07% 1584 0 0.0% Q2 2026 Jul 23, 2026
Objective Capital Management, LLC History No change 1,104 267 0.24% 0.24% 1585 0 0.0% Q2 2026 Jul 20, 2026
First American Bank History No change 1,100 266 0.01% 0.01% 1586 0 0.0% Q2 2026 Jul 15, 2026
KilterHowling LLC History No change 1,098 266 0.12% 0.12% 1587 0 0.0% Q2 2026 Aug 11, 2026
Financial Advisory Corp History No change 1,097 266 0.04% 0.04% 1588 0 0.0% Q2 2026 Jul 09, 2026
V2 Financial group LLC History No change 1,100 266 0.1% 0.1% 1589 0 0.0% Q2 2026 Aug 10, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 1,098 266 0.22% 0.22% 1590 0 0.0% Q2 2026 Aug 05, 2026
First Pacific Financial History No change 1,096 265 0.03% 0.03% 1591 0 0.0% Q2 2026 Jul 20, 2026
Dunhill Financial, LLC History No change 1,090 264 0.05% 0.05% 1592 0 0.0% Q2 2026 Aug 07, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 1,090 264 0.05% 0.05% 1593 0 0.0% Q2 2026 Jul 13, 2026
Asset One Wealth Management LLC History No change 1,071 264 0.03% 0.03% 1594 0 0.0% Q2 2026 Aug 13, 2026
Stone Summit Wealth LLC History No change 1,086 263 0.07% 0.07% 1595 0 0.0% Q2 2026 Jul 23, 2026
Roundview Capital LLC History No change 1,082 262 0.01% 0.01% 1596 0 0.0% Q2 2026 Jul 30, 2026
Farringdon Capital, Ltd. History No change 1,083 262 0.13% 0.13% 1597 0 0.0% Q2 2026 Aug 12, 2026
Values Added Financial LLC History No change 1,083 262 0.09% 0.09% 1598 0 0.0% Q2 2026 Jul 27, 2026
Garden State Investment Advisory Services LLC History No change 1,073 260 0.05% 0.05% 1599 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,076 260 0.09% 0.09% 1600 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 1,070 259 0.02% 0.02% 1601 0 0.0% Q2 2026 Aug 12, 2026
Laurel Wealth Advisors LLC History No change 1,070 259 0.03% 0.03% 1602 0 0.0% Q2 2026 Jul 17, 2026
High Net Worth Advisory Group LLC History No change 1,070 259 0.06% 0.06% 1603 0 0.0% Q2 2026 Jul 29, 2026
Armstrong, Fleming & Moore, Inc History No change 1,069 259 0.09% 0.09% 1604 0 0.0% Q2 2026 Jul 28, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,063 258 0.01% 0.01% 1605 0 0.0% Q2 2026 Aug 11, 2026
USAdvisors Wealth Management, LLC History No change 1,065 258 0.07% 0.07% 1606 0 0.0% Q2 2026 Jul 29, 2026
Braun-Bostich & Associates Inc. History No change 1,067 258 0.14% 0.14% 1607 0 0.0% Q2 2026 Jul 24, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,066 258 0.02% 0.02% 1608 0 0.0% Q2 2026 Aug 06, 2026
Pines Wealth Management, LLC History No change 1,065 258 0.07% 0.07% 1609 0 0.0% Q2 2026 Jul 22, 2026
RETIREMITTEN FINANCIAL LLC History No change 1,065 258 0.11% 0.11% 1610 0 0.0% Q2 2026 Aug 10, 2026
Wellington Grp LLC History No change 1,066 258 0.07% 0.07% 1611 0 0.0% Q2 2026 Aug 26, 2026
Hills Bank & Trust Co History No change 1,060 256 0.01% 0.01% 1612 0 0.0% Q2 2026 Aug 10, 2026
Ballast Rock Private Wealth LLC History No change 1,057 256 0.12% 0.12% 1613 0 0.0% Q2 2026 Aug 10, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 1,055 255 0.05% 0.05% 1614 0 0.0% Q2 2026 Jul 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,052 255 0.01% 0.01% 1615 0 0.0% Q2 2026 Aug 05, 2026
CPR Investments Inc. History No change 1,053 255 0.2% 0.2% 1616 0 0.0% Q2 2026 Jul 14, 2026
Headland Capital, LLC History No change 1,055 255 0.06% 0.06% 1617 0 0.0% Q2 2026 Jul 29, 2026
Barnes Wealth Management Group, Inc History No change 1,052 255 0.12% 0.12% 1618 0 0.0% Q2 2026 Jul 24, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 1,050 254 0.04% 0.04% 1619 0 0.0% Q2 2026 Jul 30, 2026
FORBES J M & CO LLP History No change 1,050 254 0.02% 0.02% 1620 0 0.0% Q2 2026 Jul 20, 2026
Inspire Advisors, LLC History No change 1,052 254 0.02% 0.02% 1621 0 0.0% Q2 2026 Aug 13, 2026
West Financial Advisors, LLC History No change 1,049 254 0.04% 0.04% 1622 0 0.0% Q2 2026 Jul 08, 2026
Keystone Financial Group History No change 1,044 253 0.02% 0.02% 1623 0 0.0% Q2 2026 Jul 29, 2026
Luken Investment Analytics, LLC History No change 1,047 253 0.09% 0.09% 1624 0 0.0% Q2 2026 Jul 28, 2026
Richard P Slaughter Associates Inc History No change 1,042 252 0.05% 0.05% 1625 0 0.0% Q2 2026 Jul 13, 2026
KFA Private Wealth Group, LLC History Added to 1,015 251 0.06% 0.05% 1627 +128 14.43% Q3 2026 Oct 07, 2026
HOURGLASS CAPITAL, LLC History No change 1,039 251 0.05% 0.05% 1626 0 0.0% Q2 2026 Jul 30, 2026
Missouri Trust & Investment Co History No change 1,000 251 0.07% 0.07% 1628 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 1,039 251 0.14% 0.14% 1629 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 1,037 251 0.03% 0.03% 1630 0 0.0% Q2 2026 Aug 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,033 250 0.01% 0.01% 1631 0 0.0% Q2 2026 Aug 11, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,032 250 0.02% 0.02% 1632 0 0.0% Q2 2026 Aug 05, 2026
True Link Financial Advisors, LLC History No change 1,033 250 0.01% 0.01% 1633 0 0.0% Q2 2026 Jul 31, 2026
Hurley Capital, LLC History No change 1,029 249 0.13% 0.13% 1634 0 0.0% Q2 2026 Aug 10, 2026
Clarity Wealth Advisors, LLC History No change 1,028 249 0.04% 0.04% 1635 0 0.0% Q2 2026 Jul 24, 2026
Lakeshore Financial Planning, Inc. History No change 1,028 249 0.08% 0.08% 1636 0 0.0% Q2 2026 Jul 13, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,004 248 0.03% 0.03% 1637 0 0.0% Q3 2026 Oct 08, 2026
Bluesphere Advisors LLC History No change 1,023 248 0.08% 0.08% 1638 0 0.0% Q2 2026 Jul 30, 2026
Beaird Harris Wealth Management, LLC History No change 1,023 248 0.02% 0.02% 1639 0 0.0% Q2 2026 Jul 08, 2026
WEST PACES ADVISORS INC. History No change 1,024 248 0.04% 0.04% 1640 0 0.0% Q2 2026 Jul 17, 2026
Heritage Family Offices, LLP History No change 1,025 248 0.1% 0.1% 1641 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,025 248 0.1% 0.1% 1642 0 0.0% Q2 2026 Jul 06, 2026
CAPITAL ADVISORS INC/OK History No change 1,022 247 0.0% 0.0% 1643 0 0.0% Q2 2026 Jul 22, 2026
ALBION FINANCIAL GROUP /UT History No change 1,021 247 0.01% 0.01% 1644 0 0.0% Q2 2026 Jul 22, 2026
Beacon Bank & Trust History No change 1,022 247 0.05% 0.05% 1645 0 0.0% Q2 2026 Aug 03, 2026
Tilson Financial Group, Inc. History No change 1,019 247 0.07% 0.07% 1646 0 0.0% Q2 2026 Jul 27, 2026
Maple Capital Management, Inc. History No change 1,018 246 0.01% 0.01% 1647 0 0.0% Q2 2026 Aug 13, 2026
Fiera Capital Corp History No change 1,016 246 0.0% 0.0% 1648 0 0.0% Q2 2026 Aug 07, 2026
Cannon Financial Strategists, Inc. History No change 1,015 246 0.03% 0.03% 1649 0 0.0% Q2 2026 Aug 07, 2026
Crumly & Associates Inc. History No change 992 245 0.04% 0.05% 1650 0 0.0% Q3 2026 Oct 07, 2026
CSS LLC/IL History No change 1,007 244 0.01% 0.01% 1651 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 1,009 244 0.01% 0.01% 1652 0 0.0% Q2 2026 Aug 10, 2026
Founders Capital Management History No change 1,007 244 0.11% 0.11% 1653 0 0.0% Q2 2026 Jul 21, 2026
COUNTRY TRUST BANK History No change 1,003 243 0.0% 0.0% 1654 0 0.0% Q2 2026 Jul 15, 2026
Neumann Capital Management, LLC History No change 1,006 243 0.16% 0.16% 1655 0 0.0% Q2 2026 Jul 10, 2026
BURNS J W & CO INC/NY History No change 1,000 242 0.03% 0.03% 1656 0 0.0% Q2 2026 Jul 15, 2026
First City Capital Management, Inc. History No change 1,000 242 0.12% 0.12% 1657 0 0.0% Q2 2026 Jul 13, 2026
Hemenway Trust Co LLC History No change 1,000 242 0.02% 0.02% 1658 0 0.0% Q2 2026 Aug 10, 2026
OARSMAN CAPITAL, INC. History No change 1,000 242 0.03% 0.03% 1659 0 0.0% Q2 2026 Aug 07, 2026
Charles Schwab Trust Co History No change 999 242 0.01% 0.01% 1660 0 0.0% Q2 2026 Jul 10, 2026
Gordian Advisors LLC History No change 1,001 242 0.14% 0.14% 1661 0 0.0% Q2 2026 Aug 04, 2026
SACKS & ASSOCIATES, LLC History No change 974 241 0.17% 0.17% 1662 0 0.0% Q3 2026 Oct 09, 2026
Lighthouse Financial LLC History No change 994 240 0.12% 0.12% 1663 0 0.0% Q2 2026 Aug 13, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 989 239 0.14% 0.14% 1664 0 0.0% Q2 2026 Aug 05, 2026
Wilson & Boucher Capital Management, LLC History No change 985 238 0.14% 0.14% 1665 0 0.0% Q2 2026 Aug 18, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 979 237 0.03% 0.03% 1666 0 0.0% Q2 2026 Jul 21, 2026
Columbia Asset Management History No change 980 237 0.04% 0.04% 1667 0 0.0% Q2 2026 Jul 21, 2026
GUERRA PAN ADVISORS, LLC History No change 978 237 0.13% 0.13% 1668 0 0.0% Q2 2026 Aug 12, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 1,112 237 0.13% 0.13% 1669 0 0.0% Q2 2026 Aug 19, 2026
CONNABLE OFFICE INC History No change 975 236 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 03, 2026
Ledgewood Wealth Advisors, LLC History No change 950 235 0.13% 0.12% 1671 0 0.0% Q3 2026 Oct 08, 2026
Valpey Financial Services, LLC History No change 966 234 0.14% 0.14% 1672 0 0.0% Q2 2026 Aug 11, 2026
Adirondack Capital Advisors, LLC History No change 947 234 0.12% 0.12% 1673 0 0.0% Q3 2026 Oct 09, 2026
Capital Investment Management, Inc. History No change 969 234 0.07% 0.07% 1674 0 0.0% Q2 2026 Jul 15, 2026
City State Bank History No change 962 233 0.05% 0.05% 1675 0 0.0% Q2 2026 Jul 14, 2026
Valtrion Capital Management, LLC History No change 964 233 0.17% 0.17% 1676 0 0.0% Q2 2026 Aug 14, 2026
Vision Capital Management, Inc. History No change 958 232 0.03% 0.03% 1677 0 0.0% Q2 2026 Aug 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 960 232 0.09% 0.09% 1678 0 0.0% Q2 2026 Jul 21, 2026
Princeton Global Asset Management LLC History No change 955 231 0.03% 0.03% 1679 0 0.0% Q2 2026 Jul 16, 2026
Destiny Wealth Partners, LLC History No change 919 231 0.03% 0.03% 1680 0 0.0% Q2 2026 Aug 07, 2026
Lantz Financial LLC History No change 949 230 0.04% 0.04% 1681 0 0.0% Q2 2026 Jul 09, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 947 229 0.09% 0.09% 1682 0 0.0% Q2 2026 Sep 18, 2026
Prasad Wealth Partners, LLC History No change 946 229 0.06% 0.06% 1683 0 0.0% Q2 2026 Jul 29, 2026
Manuka Financial, LLC History No change 946 229 0.12% 0.12% 1684 0 0.0% Q2 2026 Jul 31, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 938 227 0.18% 0.18% 1685 0 0.0% Q2 2026 Aug 14, 2026
Foundry Financial Group, Inc. History No change 933 226 0.1% 0.1% 1686 0 0.0% Q2 2026 Jul 22, 2026
Wingate Wealth Advisors, Inc. History No change 930 225 0.1% 0.1% 1687 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Advisors / MI History No change 927 224 0.01% 0.01% 1688 0 0.0% Q2 2026 Aug 14, 2026
Aspire Capital Advisors LLC History No change 927 224 0.04% 0.04% 1689 0 0.0% Q2 2026 Aug 05, 2026
Capital Advisors Wealth Management, LLC History Added to 901 223 0.03% 0.03% 1690 +21 2.39% Q3 2026 Oct 09, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 918 222 0.01% 0.01% 1691 0 0.0% Q2 2026 Aug 20, 2026
First Financial Bank - Trust Division History No change 896 222 0.02% 0.02% 1692 0 0.0% Q3 2026 Oct 01, 2026
Granite FO LLC History No change 917 222 0.12% 0.12% 1693 0 0.0% Q2 2026 Jul 15, 2026
Aviance Capital Partners, LLC History No change 915 221 0.02% 0.02% 1694 0 0.0% Q2 2026 Jul 30, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 913 221 0.1% 0.1% 1695 0 0.0% Q2 2026 Aug 06, 2026
FourThought Financial Partners, LLC History No change 912 220 0.02% 0.02% 1696 0 0.0% Q2 2026 Aug 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 905 219 0.01% 0.01% 1697 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History No change 906 219 0.04% 0.04% 1698 0 0.0% Q2 2026 Jul 20, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 906 219 0.07% 0.07% 1699 0 0.0% Q2 2026 Jul 28, 2026
Daner Wealth Management, LLC History No change 849 219 0.12% 0.12% 1700 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 902 218 0.09% 0.09% 1701 0 0.0% Q2 2026 Aug 11, 2026
West Branch Capital LLC History No change 900 218 0.05% 0.05% 1702 0 0.0% Q2 2026 Jul 10, 2026
LifeWealth Investments, LLC History No change 900 218 0.06% 0.06% 1703 0 0.0% Q2 2026 Jul 16, 2026
VAUGHAN & Co SECURITIES, INC. History No change 897 217 0.1% 0.1% 1704 0 0.0% Q2 2026 Aug 03, 2026
ARIEL INVESTMENTS, LLC History No change 895 216 0.0% 0.0% 1705 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 888 215 0.0% 0.0% 1706 0 0.0% Q2 2026 Aug 14, 2026
Provident Investment Management, Inc. History No change 889 215 0.02% 0.02% 1707 0 0.0% Q2 2026 Aug 11, 2026
Compass Ion Advisors, LLC History No change 890 215 0.02% 0.02% 1708 0 0.0% Q2 2026 Aug 12, 2026
W.H. Cornerstone Investments Inc. History No change 891 215 0.12% 0.12% 1709 0 0.0% Q2 2026 Aug 07, 2026
Carroll Advisory Group, LLC History No change 887 215 0.07% 0.07% 1710 0 0.0% Q2 2026 Jul 23, 2026
ADVOCATE GROUP LLC History No change 884 214 0.03% 0.03% 1711 0 0.0% Q2 2026 Jul 17, 2026
Vistica Wealth Advisors, LLC History No change 885 214 0.19% 0.19% 1712 0 0.0% Q2 2026 Jul 27, 2026
Valtinson Bruner Financial Planning LLC History No change 879 213 0.05% 0.05% 1713 0 0.0% Q2 2026 Aug 03, 2026
IAG Wealth Partners, LLC History No change 879 213 0.02% 0.02% 1714 0 0.0% Q2 2026 Aug 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 880 213 0.03% 0.03% 1715 0 0.0% Q2 2026 Aug 10, 2026
Weaver Consulting Group History No change 856 212 0.04% 0.04% 1716 0 0.0% Q3 2026 Oct 07, 2026
Westover Capital Advisors, LLC History No change 872 211 0.04% 0.04% 1717 0 0.0% Q2 2026 Aug 04, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 872 211 0.02% 0.02% 1718 0 0.0% Q2 2026 Jul 09, 2026
Inlet Private Wealth, LLC History No change 873 211 0.05% 0.05% 1719 0 0.0% Q2 2026 Aug 07, 2026
Tull Financial Group, Inc. History No change 872 211 0.08% 0.08% 1720 0 0.0% Q2 2026 Aug 05, 2026
Discipline Wealth Solutions, LLC History No change 874 211 0.02% 0.02% 1721 0 0.0% Q2 2026 Jul 21, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 843 209 0.06% 0.05% 1726 -2 -0.24% Q3 2026 Oct 09, 2026
LOWE BROCKENBROUGH & CO INC History No change 864 209 0.01% 0.01% 1722 0 0.0% Q2 2026 Aug 03, 2026
Francis Financial, Inc. History No change 863 209 0.03% 0.03% 1723 0 0.0% Q2 2026 Aug 10, 2026
ForthRight Wealth Management, LLC History No change 866 209 0.05% 0.05% 1724 0 0.0% Q2 2026 Aug 07, 2026
Opus Financial Solutions LLC History No change 864 209 0.17% 0.17% 1725 0 0.0% Q2 2026 Jul 24, 2026
Beverly Hills Private Wealth, LLC History No change 863 209 0.04% 0.04% 1727 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 863 209 0.08% 0.08% 1728 0 0.0% Q2 2026 Aug 10, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 862 208 0.02% 0.02% 1729 0 0.0% Q2 2026 Aug 12, 2026
Intellectus Partners, LLC History No change 859 208 0.04% 0.04% 1730 0 0.0% Q2 2026 Aug 12, 2026
Strathmore Capital Advisors, Inc. History No change 843 208 0.06% 0.06% 1731 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD GEARHART LLC History No change 856 207 0.01% 0.01% 1732 0 0.0% Q2 2026 Jul 24, 2026
COOPER/HAIMS ADVISORS, LLC History No change 855 207 0.09% 0.09% 1733 0 0.0% Q2 2026 Aug 14, 2026
Firestone Capital Management History No change 855 207 0.04% 0.04% 1734 0 0.0% Q2 2026 Jul 31, 2026
Waterway Wealth Management, LLC History No change 855 207 0.04% 0.04% 1735 0 0.0% Q2 2026 Jul 13, 2026
Archer Investment Management, LLC History No change 856 207 0.07% 0.07% 1736 0 0.0% Q2 2026 Jul 07, 2026
Aspire Growth Partners LLC History No change 854 207 0.12% 0.12% 1737 0 0.0% Q2 2026 Jul 29, 2026
Old Peak Finance LLC History No change 856 207 0.1% 0.1% 1738 0 0.0% Q2 2026 Aug 03, 2026
WJ Financial Advisors LLC History No change 856 207 0.15% 0.15% 1739 0 0.0% Q2 2026 Aug 13, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 850 206 0.16% 0.16% 1740 0 0.0% Q2 2026 Jul 24, 2026
Journey Advisory Group, LLC History No change 852 206 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 04, 2026
MATAURO, LLC History No change 846 205 0.03% 0.03% 1742 0 0.0% Q2 2026 Jul 21, 2026
Wernau Asset Management Inc. History No change 847 205 0.11% 0.11% 1743 0 0.0% Q2 2026 Jul 31, 2026
MANCHESTER FINANCIAL INC History No change 842 204 0.04% 0.04% 1744 0 0.0% Q2 2026 Jul 17, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 843 204 0.08% 0.08% 1745 0 0.0% Q2 2026 Jul 13, 2026
Goldstone Financial Group, LLC History No change 842 204 0.02% 0.02% 1746 0 0.0% Q2 2026 Aug 11, 2026
Peak Asset Management, LLC History No change 838 203 0.03% 0.03% 1747 0 0.0% Q2 2026 Aug 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 836 202 0.05% 0.05% 1748 0 0.0% Q2 2026 Jul 24, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 836 202 0.13% 0.13% 1749 0 0.0% Q2 2026 Aug 07, 2026
HCR Wealth Advisors History No change 831 201 0.02% 0.02% 1750 0 0.0% Q2 2026 Jul 13, 2026
Sage Financial Management Group, Inc. History No change 832 201 0.06% 0.06% 1751 0 0.0% Q2 2026 Jul 24, 2026
JMN Financial LLC History No change 830 201 0.16% 0.16% 1752 0 0.0% Q2 2026 Aug 10, 2026
Echo45 Advisors LLC History New 807 200 0.09% — 1757 +807 New Q3 2026 Oct 07, 2026
Seneschal Advisors, LLC History No change 828 200 0.14% 0.14% 1753 0 0.0% Q2 2026 Aug 13, 2026
DAHRING | CUSMANO LLC History No change 828 200 0.11% 0.11% 1754 0 0.0% Q2 2026 Jul 28, 2026
Sulzberger Capital Advisors, Inc. History No change 827 200 0.2% 0.2% 1755 0 0.0% Q2 2026 Jul 17, 2026
SIMA Wealth Partners, LLC History No change 826 200 0.14% 0.14% 1756 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 823 199 0.02% 0.02% 1758 0 0.0% Q2 2026 Aug 14, 2026
BKM Wealth Management, LLC History No change 817 198 0.07% 0.07% 1759 0 0.0% Q2 2026 Jul 29, 2026
VIMA LLC History No change 799 193 0.19% 0.19% 1760 0 0.0% Q2 2026 Jul 24, 2026
TrustBank History No change 800 193 0.07% 0.07% 1761 0 0.0% Q2 2026 Jul 20, 2026
Advocate Investing Services LLC History No change 800 193 0.15% 0.15% 1762 0 0.0% Q2 2026 Jul 28, 2026
Creative Capital Management Investments LLC History No change 794 192 0.04% 0.04% 1763 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Management Group, LLC History No change 788 191 0.04% 0.04% 1764 0 0.0% Q2 2026 Jul 27, 2026
KERR FINANCIAL PLANNING Corp History No change 788 190 0.21% 0.21% 1765 0 0.0% Q2 2026 Jul 02, 2026
Allied Private Wealth LLC History No change 765 187 0.12% 0.12% 1766 0 0.0% Q2 2026 Jul 09, 2026
Washington Trust Advisors, Inc. History No change 771 186 0.01% 0.01% 1767 0 0.0% Q2 2026 Jul 29, 2026
Moisand Fitzgerald Tamayo, LLC History No change 763 184 0.02% 0.02% 1768 0 0.0% Q2 2026 Jul 13, 2026
Greykasell Wealth Strategies, Inc. History No change 762 184 0.07% 0.07% 1769 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 755 182 0.11% 0.11% 1770 0 0.0% Q2 2026 Jul 21, 2026
DB Fitzpatrick & Co, Inc History No change 736 178 0.14% 0.14% 1771 0 0.0% Q2 2026 Jul 16, 2026
Caldwell Trust Co History No change 735 178 0.01% 0.01% 1772 0 0.0% Q2 2026 Aug 03, 2026
UNION SAVINGS BANK History No change 708 171 0.07% 0.07% 1773 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 695 168 0.01% 0.01% 1774 0 0.0% Q2 2026 Aug 04, 2026
CoreFirst Bank & Trust History No change 694 168 0.08% 0.08% 1775 0 0.0% Q2 2026 Aug 05, 2026
Robinswood Financial LLC History No change 691 167 0.05% 0.05% 1776 0 0.0% Q2 2026 Jul 14, 2026
Ares Financial Consulting, LLC History No change 684 165 0.12% 0.12% 1777 0 0.0% Q2 2026 Jul 09, 2026
Forum Finance Group S.A. History No change 835 164 0.06% 0.06% 1778 0 0.0% Q2 2026 Aug 14, 2026
Pacifica Partners Inc. History Reduced 655 162 0.05% 0.05% 1779 -23 -3.39% Q3 2026 Oct 08, 2026
Collier Financial History No change 668 161 0.11% 0.11% 1780 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 664 160 0.01% 0.01% 1781 0 0.0% Q2 2026 Jul 28, 2026
Sellwood Investment Partners LLC History No change 660 160 0.06% 0.06% 1782 0 0.0% Q2 2026 Jul 27, 2026
Frazier Financial Advisors, LLC History No change 662 160 0.08% 0.08% 1783 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 658 159 0.0% 0.0% 1784 0 0.0% Q2 2026 Jul 17, 2026
High Point Wealth Management, LLC History No change 659 159 0.13% 0.13% 1785 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 643 156 0.01% 0.01% 1786 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 642 155 0.03% 0.03% 1787 0 0.0% Q2 2026 Jul 27, 2026
Birchwood Financial Partners, Inc. History No change 634 153 0.13% 0.13% 1788 0 0.0% Q2 2026 Aug 06, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 631 152 0.07% 0.07% 1789 0 0.0% Q2 2026 Aug 03, 2026
Copia Wealth Management History No change 626 151 0.09% 0.09% 1790 0 0.0% Q2 2026 Aug 17, 2026
MilWealth Group LLC History No change 618 149 0.03% 0.03% 1791 0 0.0% Q2 2026 Aug 03, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 608 147 0.06% 0.06% 1792 0 0.0% Q2 2026 Aug 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 600 145 0.0% 0.0% 1793 0 0.0% Q2 2026 Aug 13, 2026
Windsor Advisory Group, LLC History No change 586 142 0.1% 0.1% 1794 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 588 142 0.01% 0.01% 1795 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 583 141 0.06% 0.06% 1796 0 0.0% Q2 2026 Jul 13, 2026
Palouse Capital Management, Inc. History No change 577 139 0.09% 0.09% 1797 0 0.0% Q2 2026 Jul 08, 2026
Silver Grove Financial Group, Inc. History No change 560 135 0.07% 0.07% 1798 0 0.0% Q2 2026 Aug 13, 2026
S&T BANK/PA History No change 550 133 0.04% 0.04% 1799 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 549 133 0.01% 0.01% 1800 0 0.0% Q2 2026 Jul 13, 2026
Community Financial Services Group, LLC History No change 545 132 0.02% 0.02% 1801 0 0.0% Q2 2026 Jul 09, 2026
Activest Wealth Management History No change 547 132 0.03% 0.03% 1802 0 0.0% Q2 2026 Jul 16, 2026
Register Financial Advisors LLC History No change 527 127 0.04% 0.04% 1803 0 0.0% Q2 2026 Jul 15, 2026
Basecamp Wealth Advisors LLC History No change 522 126 0.02% 0.02% 1804 0 0.0% Q2 2026 Aug 14, 2026
Provident Wealth Management, LLC History No change 516 125 0.03% 0.03% 1805 0 0.0% Q2 2026 Aug 04, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 486 120 0.02% — 1806 +486 New Q3 2026 Oct 07, 2026
United Community Bank History No change 492 119 0.04% 0.04% 1807 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 491 119 0.02% 0.02% 1808 0 0.0% Q2 2026 Aug 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 483 117 0.05% 0.05% 1809 0 0.0% Q2 2026 Jul 13, 2026
Key Capital Management, INC History No change 479 116 0.06% 0.06% 1810 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 480 116 0.04% 0.04% 1811 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Counsel, Inc History No change 475 115 0.01% 0.01% 1812 0 0.0% Q2 2026 Jul 27, 2026
Coston, McIsaac & Partners History No change 470 113 0.02% 0.02% 1813 0 0.0% Q2 2026 Aug 12, 2026
Cape Investment Advisory, Inc. History No change 460 111 0.03% 0.03% 1814 0 0.0% Q2 2026 Jul 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 454 110 0.08% 0.08% 1815 0 0.0% Q2 2026 Aug 18, 2026
GILL CAPITAL PARTNERS, LLC History No change 450 109 0.03% 0.03% 1816 0 0.0% Q2 2026 Aug 20, 2026
Concord Wealth Partners History No change 447 108 0.01% 0.01% 1817 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 449 108 0.02% 0.02% 1818 0 0.0% Q2 2026 Jul 10, 2026
Bernard Wealth Management Corp. History No change 443 107 0.04% 0.04% 1819 0 0.0% Q2 2026 Aug 21, 2026
Cherry Tree Wealth Management, LLC History No change 431 104 0.02% 0.02% 1820 0 0.0% Q2 2026 Sep 15, 2026
FINANCIAL CONSULATE, INC History No change 424 102 0.01% 0.01% 1821 0 0.0% Q2 2026 Jul 23, 2026
Investment Research & Advisory Group, Inc. History No change 417 101 0.03% 0.03% 1822 0 0.0% Q2 2026 Jul 23, 2026
Burk Holdings LLC History No change 418 101 0.04% 0.04% 1823 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Financial Management LLC History No change 415 100 0.08% 0.08% 1824 0 0.0% Q2 2026 Aug 28, 2026
Field & Main Bank History No change 400 96 0.02% 0.02% 1825 0 0.0% Q2 2026 Aug 19, 2026
Glassy Mountain Advisors, Inc. History No change 396 96 0.03% 0.03% 1826 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 390 95 0.0% 0.0% 1827 0 0.0% Q2 2026 Aug 05, 2026
Lavaca Capital LLC History No change 393 95 0.01% 0.01% 1828 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History No change 377 93 0.05% 0.05% 1829 0 0.0% Q3 2026 Oct 07, 2026
IFS Advisors, LLC History No change 383 92 0.04% 0.04% 1830 0 0.0% Q2 2026 Aug 10, 2026
SRH ADVISORS, LLC History No change 370 89 0.02% 0.02% 1831 0 0.0% Q2 2026 Jul 24, 2026
Catherine Avery Investment Management LLC History No change 370 89 0.04% 0.04% 1832 0 0.0% Q2 2026 Jul 27, 2026
MANNING & NAPIER ADVISORS LLC History No change 364 88 0.0% 0.0% 1833 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Private Wealth, LLC History No change 364 88 0.05% 0.05% 1834 0 0.0% Q2 2026 Aug 11, 2026
Westside Investment Management, Inc. History No change 344 83 0.01% 0.01% 1835 0 0.0% Q2 2026 Jul 27, 2026
Hickory Point Bank & Trust History Added to 327 81 0.05% 0.04% 1836 +27 9.0% Q3 2026 Oct 01, 2026
Private Wealth Asset Management, LLC History No change 330 80 0.01% 0.01% 1837 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 313 77 0.01% 0.01% 1838 0 0.0% Q3 2026 Oct 07, 2026
Polaris Financial Partners History New 303 76 0.03% — 1839 +303 New Q3 2026 Oct 02, 2026
Noble Wealth Management PBC History Reduced 305 75 0.03% 0.03% 1841 -15 -4.69% Q3 2026 Oct 01, 2026
Rosenberg Matthew Hamilton History No change 304 75 0.01% 0.01% 1840 0 0.0% Q3 2026 Oct 05, 2026
Merrithew & Thorsten Inc History No change 306 74 0.06% 0.06% 1842 0 0.0% Q2 2026 Jul 31, 2026
CNB Bank History No change 305 73 0.03% 0.03% 1843 0 0.0% Q2 2026 Aug 06, 2026
Rossmore Private Capital History No change 302 73 0.01% 0.01% 1844 0 0.0% Q2 2026 Jul 31, 2026
Vision Retirement, LLC History No change 304 73 0.02% 0.02% 1845 0 0.0% Q2 2026 Jul 21, 2026
LOM Asset Management Ltd History No change 300 72 0.02% 0.02% 1846 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 289 71 0.01% 0.01% 1847 0 0.0% Q3 2026 Oct 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 293 71 0.04% 0.04% 1848 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 293 71 0.07% 0.07% 1849 0 0.0% Q2 2026 Aug 11, 2026
Piscataqua Savings Bank History No change 290 70 0.05% 0.05% 1850 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Planning Group LLC History No change 282 69 0.01% 0.01% 1851 0 0.0% Q2 2026 Jul 29, 2026
Longview Financial Advisors LLC History No change 286 69 0.03% 0.03% 1852 0 0.0% Q2 2026 Jul 14, 2026
MRP Capital Investments, LLC History No change 282 68 0.05% 0.05% 1853 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 269 65 0.0% 0.0% 1854 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 271 65 0.01% 0.01% 1855 0 0.0% Q2 2026 Jul 23, 2026
SITTNER & NELSON, LLC History No change 266 64 0.02% 0.02% 1856 0 0.0% Q2 2026 Aug 07, 2026
Signature Resources Capital Management, LLC History No change 267 64 0.03% 0.03% 1857 0 0.0% Q2 2026 Jul 13, 2026
Providence Capital Advisors, LLC History No change 261 63 0.01% 0.01% 1858 0 0.0% Q2 2026 Aug 11, 2026
Bear Mountain Capital, Inc. History No change 256 63 0.02% 0.02% 1859 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 260 63 0.03% 0.03% 1860 0 0.0% Q2 2026 Aug 17, 2026
Hilton Head Capital Partners, LLC History No change 260 63 0.03% 0.03% 1861 0 0.0% Q2 2026 Jul 27, 2026
LifeSteps Financial, Inc. History No change 256 62 0.03% 0.03% 1862 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 253 61 0.01% 0.01% 1863 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 244 59 0.0% 0.0% 1864 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 244 59 0.01% 0.01% 1865 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 247 59 0.01% 0.01% 1866 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 242 58 0.01% 0.01% 1867 0 0.0% Q2 2026 Aug 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 243 58 0.03% 0.03% 1868 0 0.0% Q2 2026 Aug 10, 2026
Global Trust Asset Management, LLC History No change 236 57 0.02% 0.02% 1869 0 0.0% Q2 2026 Aug 03, 2026
Quaker Wealth Management, LLC History No change 233 56 0.02% 0.02% 1870 0 0.0% Q2 2026 Jul 24, 2026
VALLEY NATIONAL ADVISERS INC History No change 224 54 0.01% 0.01% 1871 0 0.0% Q2 2026 Jul 29, 2026
Financial Perspectives, Inc History No change 224 54 0.01% 0.01% 1872 0 0.0% Q2 2026 Jul 24, 2026
Owl Creek Wealth Partners LLC History No change 217 52 0.02% 0.02% 1873 0 0.0% Q2 2026 Jul 20, 2026
VSM Wealth Advisory, LLC History No change 213 51 0.01% 0.01% 1874 0 0.0% Q2 2026 Jul 22, 2026
Signature Equity Partners, LLC History No change 207 50 0.02% 0.02% 1875 0 0.0% Q2 2026 Jul 30, 2026
Prestige Wealth Management Group LLC History No change 201 48 0.01% 0.01% 1876 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Wealth Management LLC History No change 200 48 0.02% 0.02% 1877 0 0.0% Q2 2026 Aug 13, 2026
Topsail Wealth Management, LLC History No change 200 48 0.01% 0.01% 1878 0 0.0% Q2 2026 Aug 13, 2026
Peachtree Investment Partners, LLC History No change 192 46 0.01% 0.01% 1879 0 0.0% Q2 2026 Aug 06, 2026
Davis Capital Management History No change 189 46 0.03% 0.03% 1880 0 0.0% Q3 2026 Oct 08, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 185 44 0.02% 0.02% 1881 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 183 44 0.0% 0.0% 1882 0 0.0% Q2 2026 Jul 22, 2026
RMG Wealth Management LLC History No change 170 43 0.0% 0.0% 1883 0 0.0% Q2 2026 Aug 13, 2026
Access Investment Management LLC History No change 180 43 0.01% 0.01% 1884 0 0.0% Q2 2026 Aug 03, 2026
Center for Financial Planning, Inc. History No change 176 42 0.0% 0.0% 1885 0 0.0% Q2 2026 Jul 21, 2026
TOP Private Wealth LLC. History No change 176 42 0.04% 0.04% 1886 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 165 39 0.0% 0.0% 1887 0 0.0% Q2 2026 Jul 21, 2026
Triumph Capital Management History No change 164 39 0.01% 0.01% 1888 0 0.0% Q2 2026 Jul 20, 2026
New England Capital Financial Advisors LLC History No change 163 39 0.01% 0.01% 1889 0 0.0% Q2 2026 Jul 27, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 164 39 0.01% 0.01% 1890 0 0.0% Q2 2026 Jul 22, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 160 38 0.0% 0.0% 1891 0 0.0% Q2 2026 Aug 10, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 154 37 0.03% 0.03% 1892 0 0.0% Q2 2026 Jul 09, 2026
Advantage Trust Co History No change 149 36 0.01% 0.01% 1893 0 0.0% Q2 2026 Jul 17, 2026
Holos Integrated Wealth LLC History No change 148 36 0.02% 0.02% 1894 0 0.0% Q2 2026 Jul 15, 2026
Heritage Wealth Advisors History No change 146 35 0.0% 0.0% 1895 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 144 34 0.01% 0.01% 1896 0 0.0% Q2 2026 Jul 31, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 140 33 0.02% 0.02% 1897 0 0.0% Q2 2026 Aug 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 135 32 0.01% 0.01% 1898 0 0.0% Q2 2026 Jul 16, 2026
Armor Investment Advisors, LLC History No change 135 32 0.01% 0.01% 1899 0 0.0% Q2 2026 Aug 04, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 132 32 0.01% 0.01% 1900 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 135 32 0.01% 0.01% 1901 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 129 31 0.0% 0.0% 1902 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 128 31 0.01% 0.01% 1903 0 0.0% Q2 2026 Jul 08, 2026
C M BIDWELL & ASSOCIATES LTD History No change 124 30 0.01% 0.01% 1904 0 0.0% Q2 2026 Aug 11, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 126 30 0.02% 0.02% 1905 0 0.0% Q2 2026 Aug 13, 2026
SYNTAX RESEARCH, INC. History No change 122 29 0.02% 0.02% 1906 0 0.0% Q2 2026 Jul 31, 2026
Reyes Financial Architecture, Inc. History No change 121 29 0.02% 0.02% 1907 0 0.0% Q2 2026 Jul 16, 2026
Twin Lakes Capital Management, LLC History No change 119 28 0.01% 0.01% 1908 0 0.0% Q2 2026 Aug 17, 2026
Markowski Investments History No change 116 28 0.01% 0.01% 1909 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 112 27 0.0% 0.0% 1910 0 0.0% Q2 2026 Aug 06, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 110 26 0.03% 0.03% 1911 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 106 25 0.01% 0.01% 1912 0 0.0% Q2 2026 Jul 08, 2026
FIDUCIARY ADVISORS, INC. History No change 105 25 0.02% 0.02% 1913 0 0.0% Q2 2026 Jul 24, 2026
Kilter Group LLC History No change 104 25 0.01% 0.01% 1914 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Advisors History No change 99 24 0.0% 0.0% 1915 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 100 24 0.0% 0.0% 1916 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Wealth Strategies, LLC History No change 100 24 0.01% 0.01% 1917 0 0.0% Q2 2026 Jul 23, 2026
one8zero8, LLC History No change 100 24 0.0% 0.0% 1918 0 0.0% Q2 2026 Aug 10, 2026
Chung Wu Investment Group, LLC History No change 100 24 0.02% 0.02% 1919 0 0.0% Q2 2026 Jul 31, 2026
Wilkerson Advisory Group LLC History No change 99 24 0.01% 0.01% 1920 0 0.0% Q2 2026 Jul 21, 2026
REXFORD CAPITAL INC History No change 102 24 0.01% 0.01% 1921 0 0.0% Q2 2026 Jul 29, 2026
Timbuktu Capital Management, LLC History No change 102 24 0.04% 0.04% 1922 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 95 23 0.0% 0.0% 1923 0 0.0% Q2 2026 Aug 06, 2026
Integrity Financial Corp /WA History No change 97 23 0.01% 0.01% 1924 0 0.0% Q2 2026 Jul 31, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 96 23 0.04% 0.04% 1925 0 0.0% Q2 2026 Aug 10, 2026
Fourth Dimension Wealth, LLC History No change 91 22 0.01% 0.01% 1926 0 0.0% Q2 2026 Jul 31, 2026
Gen-Wealth Partners Inc History No change 87 21 0.01% 0.01% 1927 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 85 20 0.01% 0.01% 1928 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History New 80 19 0.01% — 1930 +80 New Q3 2026 Oct 02, 2026
Richardson Capital Management LLC History No change 80 19 0.01% 0.01% 1929 0 0.0% Q2 2026 Jul 17, 2026
Steigerwald, Gordon & Koch Inc. History No change 72 17 0.0% 0.0% 1931 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 71 17 0.01% 0.01% 1932 0 0.0% Q2 2026 Jul 31, 2026
Measured Wealth Private Client Group, LLC History No change 69 16 0.0% 0.0% 1933 0 0.0% Q2 2026 Aug 10, 2026
Delos Wealth Advisors, LLC History No change 66 16 0.01% 0.01% 1934 0 0.0% Q2 2026 Aug 14, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 63 15 0.0% 0.0% 1935 0 0.0% Q2 2026 Jul 21, 2026
HighMark Wealth Management LLC History No change 62 15 0.01% 0.01% 1936 0 0.0% Q2 2026 Aug 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 60 14 0.0% 0.0% 1937 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 61 14 0.0% 0.0% 1938 0 0.0% Q2 2026 Jul 17, 2026
Milestone Investment Advisors LLC History No change 60 14 0.0% 0.0% 1939 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 54 13 0.0% 0.0% 1940 0 0.0% Q2 2026 Jul 20, 2026
Benson Wealth Management INC History No change 56 13 0.01% 0.01% 1941 0 0.0% Q2 2026 Aug 10, 2026
Downshift Financial, LLC History No change 55 13 0.01% 0.01% 1942 0 0.0% Q2 2026 Aug 12, 2026
Intelligent Financial Strategies History No change 50 12 0.01% 0.01% 1943 0 0.0% Q2 2026 Jul 23, 2026
Nemes Rush Group LLC History No change 51 12 0.0% 0.0% 1944 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 50 12 0.0% 0.0% 1945 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 46 11 0.0% 0.0% 1946 0 0.0% Q2 2026 Jul 20, 2026
High Note Wealth, LLC History No change 47 11 0.0% 0.0% 1947 0 0.0% Q2 2026 Jul 23, 2026
Bullock Wealth Management Group History No change 46 11 0.0% 0.0% 1948 0 0.0% Q3 2026 Oct 09, 2026
Mosley Wealth Management History No change 43 10 0.0% 0.0% 1949 0 0.0% Q2 2026 Jul 23, 2026
Bravera Wealth History No change 45 10 0.0% 0.0% 1950 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 39 9 0.0% 0.0% 1951 0 0.0% Q2 2026 Jul 20, 2026
Brooklyn FI, LLC History No change 40 9 0.0% 0.0% 1952 0 0.0% Q2 2026 Aug 04, 2026
REAP Financial Group, LLC History No change 41 9 0.0% 0.0% 1953 0 0.0% Q2 2026 Aug 04, 2026
BankChampaign, National Association History No change 40 9 0.01% 0.01% 1954 0 0.0% Q2 2026 Jul 23, 2026
FIRST COMMUNITY TRUST NA History No change 36 8 0.0% 0.0% 1955 0 0.0% Q3 2026 Oct 07, 2026
Elevated Capital Advisors, LLC History No change 33 8 0.0% 0.0% 1956 0 0.0% Q2 2026 Aug 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 36 8 0.0% 0.0% 1957 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 34 8 0.0% 0.0% 1958 0 0.0% Q2 2026 Jul 15, 2026
Daytona Street Capital LLC History No change 35 8 0.01% 0.01% 1959 0 0.0% Q2 2026 Aug 03, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 35 8 0.0% 0.0% 1960 0 0.0% Q2 2026 Aug 13, 2026
Granite Investment Partners, LLC History No change 29 7 0.0% 0.0% 1961 0 0.0% Q2 2026 Aug 07, 2026
Horizons Wealth Management History New 25 6 0.0% — 1967 +25 New Q3 2026 Oct 05, 2026
Legacy Bridge, LLC History No change 25 6 0.0% 0.0% 1962 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 25 6 0.0% 0.0% 1963 0 0.0% Q2 2026 Aug 27, 2026
Richard W. Paul & Associates, LLC History No change 27 6 0.0% 0.0% 1964 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 26 6 0.0% 0.0% 1965 0 0.0% Q2 2026 Aug 13, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 26 6 0.0% 0.0% 1966 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investments, LLC History No change 24 5 0.0% 0.0% 1968 0 0.0% Q2 2026 Aug 13, 2026
Harvest Fund Management Co., Ltd History No change 21 5 0.0% 0.0% 1969 0 0.0% Q2 2026 Aug 19, 2026
Quest 10 Wealth Builders, Inc. History No change 23 5 0.0% 0.0% 1970 0 0.0% Q2 2026 Jul 24, 2026
TOTH FINANCIAL ADVISORY CORP History No change 20 4 0.0% 0.0% 1971 0 0.0% Q3 2026 Oct 08, 2026
DHJJ Financial Advisors, Ltd. History No change 20 4 0.0% 0.0% 1972 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 19 4 0.0% 0.0% 1973 0 0.0% Q2 2026 Jul 21, 2026
VAN ECK ASSOCIATES CORP History No change 16 3 0.0% 0.0% 1974 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 16 3 0.0% 0.0% 1975 0 0.0% Q2 2026 Aug 14, 2026
Fairman Group, LLC History No change 16 3 0.0% 0.0% 1976 0 0.0% Q2 2026 Aug 04, 2026
10Elms LLP History No change 14 3 0.0% 0.0% 1977 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 12 2 0.0% 0.0% 1978 0 0.0% Q2 2026 Aug 14, 2026
Westfuller Advisors, LLC History No change 10 2 0.0% 0.0% 1979 0 0.0% Q2 2026 Jul 29, 2026
Banque Cantonale Vaudoise History No change 7,179 1 0.0% 0.0% 1980 0 0.0% Q2 2026 Jul 31, 2026
Fortis Group Advisors, LLC History No change 7 1 0.0% 0.0% 1981 0 0.0% Q2 2026 Jul 24, 2026
Main Street Group, LTD History No change 8 1 0.0% 0.0% 1982 0 0.0% Q2 2026 Jul 13, 2026
Hughes Financial Services, LLC History No change 7 1 0.0% 0.0% 1983 0 0.0% Q2 2026 Jul 20, 2026
Asempa Wealth Advisors History Closed out 0 0 — 1.07% — -5,905 -100.0% Q3 2026 Oct 07, 2026
Retireful, LLC History Closed out 0 0 — 0.39% — -1,662 -100.0% Q3 2026 Oct 08, 2026
Factor Wealth Management LTD History Closed out 0 0 — 0.04% — -1,123 -100.0% Q3 2026 Oct 08, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.0% — -385 -100.0% Q3 2026 Oct 05, 2026
ALERUS FINANCIAL NA History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Dogwood Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 06, 2026