iSHARES TRUST - IWF

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
MORGAN STANLEY History No change 118,891,881 14,762,805 0.78% 0.78% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 108,374,626 13,456,877 0.87% 0.87% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 33,169,533 4,118,660 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 27,639,586 3,432,007 0.3% 0.3% 4 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 26,211,737 3,197,308 0.18% 0.18% 5 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 20,963,458 2,603,007 0.61% 0.61% 6 0 0.0% Q2 2026 Sep 23, 2026
NORTHERN TRUST CORP History No change 19,777,988 2,455,832 0.29% 0.29% 7 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 18,729,649 2,325,660 0.3% 0.3% 8 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 17,883,175 2,220,553 0.36% 0.36% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 15,446,900 1,918,041 0.43% 0.43% 10 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 13,587,610 1,687,173 0.46% 0.46% 11 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,180,504 1,512,453 0.75% 0.75% 12 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 11,685,451 1,450,990 4.25% 4.25% 13 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 11,588,776 1,438,978 1.98% 1.98% 14 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 8,224,600 1,021,248 1.22% 1.22% 15 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 7,480,079 928,802 0.14% 0.14% 16 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 7,236,734 898,585 12.0% 12.0% 17 0 0.0% Q2 2026 Jul 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 6,714,484 833,737 1.05% 1.05% 18 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 6,240,599 774,895 0.71% 0.71% 19 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 6,003,988 745,532 0.15% 0.15% 20 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 5,595,573 694,802 4.74% 4.74% 21 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 5,453,892 677,209 8.51% 8.51% 22 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 5,259,237 653,039 0.67% 0.67% 23 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 4,976,224 617,897 0.6% 0.6% 24 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 4,780,386 593,580 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 4,628,950 574,779 0.48% 0.48% 26 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 4,613,036 572,800 0.88% 0.88% 27 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 4,568,692 567,294 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 4,560,693 566,292 0.68% 0.68% 29 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 4,326,938 537,229 0.65% 0.65% 30 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,218,106 523,762 1.8% 1.8% 31 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 4,158,007 507,204 3.39% 3.39% 32 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 3,833,812 476,044 0.52% 0.52% 33 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,978,899 473,942 0.19% 0.19% 34 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 3,793,807 471,076 0.11% 0.11% 35 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 3,781,112 469,500 0.76% 0.76% 36 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL FINANCIAL INC History No change 3,661,993 454,709 0.5% 0.5% 37 0 0.0% Q2 2026 Aug 12, 2026
GLOBALT Investments LLC / GA History No change 3,659,660 454,419 15.33% 15.33% 38 0 0.0% Q2 2026 Aug 10, 2026
71 West Capital Partners History No change 3,504,688 435,177 15.05% 15.05% 39 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 3,418,519 424,498 0.5% 0.5% 40 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 3,115,856 386,896 0.75% 0.75% 41 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History No change 3,004,395 373,055 4.44% 4.44% 42 0 0.0% Q2 2026 Aug 05, 2026
Dynasty Wealth Management, LLC History No change 2,955,926 367,037 2.73% 2.73% 43 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,701,639 335,462 0.18% 0.18% 44 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,553,192 317,030 0.14% 0.14% 45 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 2,534,323 314,685 3.45% 3.45% 46 0 0.0% Q2 2026 Aug 04, 2026
1ST SOURCE BANK History No change 2,376,294 295,064 13.37% 13.37% 47 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 2,285,661 283,810 0.09% 0.09% 48 0 0.0% Q2 2026 Aug 03, 2026
Waldron Private Wealth LLC History No change 2,195,611 272,629 9.44% 9.44% 49 0 0.0% Q2 2026 Jul 20, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,115,746 262,712 0.4% 0.4% 50 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 1,984,815 246,394 0.26% 0.26% 51 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,958,655 243,206 2.3% 2.3% 52 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 1,934,415 240,196 0.49% 0.49% 53 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 1,925,013 239,029 0.37% 0.37% 54 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 1,869,072 232,082 0.14% 0.14% 55 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 1,809,686 224,708 0.81% 0.81% 56 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 1,805,561 224,196 0.98% 0.98% 57 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 524,413 223,609 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 1,798,498 223,319 1.33% 1.33% 59 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,643,658 204,093 0.25% 0.25% 60 0 0.0% Q2 2026 Aug 19, 2026
STALEY CAPITAL ADVISERS INC History No change 1,633,498 202,831 7.9% 7.9% 61 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 1,603,274 199,078 0.75% 0.75% 62 0 0.0% Q2 2026 Aug 14, 2026
Stairway Partners, LLC History Added to 1,581,044 198,041 9.36% 9.24% 63 +1,931 0.12% Q3 2026 Oct 01, 2026
IEQ CAPITAL, LLC History No change 1,567,936 194,690 0.9% 0.9% 64 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 1,515,232 188,143 5.38% 5.38% 65 0 0.0% Q2 2026 Jul 22, 2026
NATIXIS ADVISORS, LLC History No change 1,502,127 186,519 0.21% 0.21% 66 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 1,490,000 185,013 1.02% 1.02% 67 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 1,473,997 182,362 8.68% 8.68% 68 0 0.0% Q2 2026 Jul 22, 2026
Beacon Pointe Advisors, LLC History No change 1,460,176 181,310 0.84% 0.84% 69 0 0.0% Q2 2026 Aug 18, 2026
Waverly Advisors, LLC History No change 1,393,291 173,004 1.0% 1.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Hackensack Meridian Health, Inc. History No change 1,313,600 163,109 11.01% 11.01% 71 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 1,288,814 160,032 1.58% 1.58% 72 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 1,288,697 160,023 0.43% 0.43% 73 0 0.0% Q2 2026 Aug 07, 2026
Venturi Wealth Management, LLC History No change 1,272,355 157,988 6.11% 6.11% 74 0 0.0% Q2 2026 Jul 20, 2026
BANK OF MONTREAL /CAN/ History No change 1,267,891 157,433 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 12, 2026
J.Safra Asset Management Corp History No change 1,260,693 156,540 7.21% 7.21% 76 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,248,519 153,588 0.26% 0.26% 77 0 0.0% Q2 2026 Jul 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,220,523 151,552 0.99% 0.99% 78 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 1,161,905 144,273 0.42% 0.42% 79 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 1,104,755 137,177 0.63% 0.63% 80 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,095,395 136,015 1.01% 1.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 1,078,508 133,918 1.43% 1.43% 82 0 0.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History No change 1,064,094 132,173 1.48% 1.48% 83 0 0.0% Q2 2026 Jul 29, 2026
Sun Mountain Capital Ltd History No change 1,061,852 131,850 71.58% 71.58% 84 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Wealth, LLC History No change 1,019,850 126,634 1.27% 1.27% 85 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 994,081 123,435 4.99% 4.99% 86 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 986,551 122,500 0.63% 0.63% 87 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 973,601 120,891 0.31% 0.31% 88 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 921,442 114,415 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 919,428 114,165 3.75% 3.75% 90 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 892,775 110,856 0.15% 0.15% 91 0 0.0% Q2 2026 Aug 27, 2026
Kestra Advisory Services, LLC History No change 876,866 108,880 0.35% 0.35% 92 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 845,080 104,933 0.31% 0.31% 93 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 839,620 104,255 0.13% 0.13% 94 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 811,537 100,769 0.23% 0.23% 95 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 788,600 97,920 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 788,137 97,862 0.32% 0.32% 97 0 0.0% Q2 2026 Jul 28, 2026
Baker Avenue Asset Management, LP History No change 780,204 96,877 1.83% 1.83% 98 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 765,350 95,867 5.48% 5.15% 99 +31,579 4.3% Q3 2026 Oct 09, 2026
EP Wealth Advisors, LLC History No change 772,054 95,865 0.37% 0.37% 100 0 0.0% Q2 2026 Aug 11, 2026
Cedar Mountain Advisors, LLC History No change 771,325 95,775 16.49% 16.49% 101 0 0.0% Q2 2026 Jul 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 762,666 94,700 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 735,866 91,372 0.42% 0.42% 103 0 0.0% Q2 2026 Aug 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 731,884 90,878 7.05% 7.05% 104 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 719,313 89,317 1.09% 1.09% 105 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 711,692 88,334 0.15% 0.15% 106 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 710,300 88,197 0.68% 0.68% 107 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 708,413 87,963 1.77% 1.77% 108 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 705,467 87,599 1.38% 1.38% 109 0 0.0% Q2 2026 Jul 22, 2026
BTG Pactual Asset Management US LLC History No change 701,822 87,145 5.42% 5.42% 110 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 697,445 86,601 1.95% 1.95% 111 0 0.0% Q2 2026 Aug 05, 2026
OPPENHEIMER & CO INC History No change 658,202 81,728 0.87% 0.87% 112 0 0.0% Q2 2026 Aug 03, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 650,736 80,801 0.98% 0.98% 113 0 0.0% Q2 2026 Aug 07, 2026
Ellenbecker Investment Group History No change 626,345 77,773 9.04% 9.04% 114 0 0.0% Q2 2026 Jul 27, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 613,639 76,195 0.66% 0.66% 115 0 0.0% Q2 2026 Aug 04, 2026
BANK OF NOVA SCOTIA History No change 611,000 75,867 0.11% 0.11% 116 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 601,795 74,724 1.67% 1.67% 117 0 0.0% Q2 2026 Jul 28, 2026
MV CAPITAL MANAGEMENT, INC. History No change 596,097 74,017 6.56% 6.56% 118 0 0.0% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History No change 577,300 71,683 0.32% 0.32% 119 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 564,947 70,149 7.08% 7.08% 120 0 0.0% Q2 2026 Jul 16, 2026
Paulson Wealth Management Inc. History No change 559,400 69,460 14.73% 14.73% 121 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 535,565 66,505 0.2% 0.2% 122 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 533,084 66,194 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 530,662 65,892 0.36% 0.36% 124 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 529,454 65,742 0.89% 0.89% 125 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 507,100 62,966 0.01% 0.01% 126 0 0.0% Q2 2026 Sep 02, 2026
Badgley Phelps Wealth Managers, LLC History No change 506,793 62,928 1.1% 1.1% 127 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 505,216 62,732 0.37% 0.37% 128 0 0.0% Q2 2026 Aug 17, 2026
AMG National Trust Bank History No change 502,686 62,418 1.28% 1.28% 129 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History Reduced 497,031 62,258 1.74% 1.71% 130 -879 -0.18% Q3 2026 Oct 08, 2026
Cynosure Group, LLC History No change 497,234 61,741 9.28% 9.28% 131 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 493,884 61,325 7.72% 7.72% 132 0 0.0% Q2 2026 Jul 23, 2026
Midwest Trust Co History No change 492,300 61,128 0.69% 0.69% 133 0 0.0% Q2 2026 Aug 04, 2026
Bluesphere Advisors LLC History No change 491,997 61,091 18.86% 18.86% 134 0 0.0% Q2 2026 Jul 30, 2026
Rodgers & Associates, LTD History No change 490,509 60,906 5.53% 5.53% 135 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 488,684 60,679 0.67% 0.67% 136 0 0.0% Q2 2026 Jul 28, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 487,084 60,481 7.65% 7.65% 137 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 486,452 60,412 0.18% 0.18% 138 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History Added to 480,978 60,247 12.75% 12.7% 139 +45,697 10.5% Q3 2026 Oct 08, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 480,326 59,642 0.44% 0.44% 140 0 0.0% Q2 2026 Jul 23, 2026
LOOMIS SAYLES & CO L P History No change 475,532 59,046 0.07% 0.07% 141 0 0.0% Q2 2026 Aug 14, 2026
Marquette Asset Management, LLC History Reduced 469,425 58,800 7.68% 7.55% 142 -3,895 -0.82% Q3 2026 Oct 09, 2026
Ascent Wealth Partners, LLC History No change 470,096 58,371 5.84% 5.84% 143 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 467,708 58,075 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 465,140 57,756 0.28% 0.28% 145 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 462,126 57,382 4.78% 4.78% 146 0 0.0% Q2 2026 Jul 16, 2026
Capstone Financial Advisors, Inc. History No change 457,245 56,776 2.77% 2.77% 147 0 0.0% Q2 2026 Aug 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 438,767 54,485 13.48% 13.48% 148 0 0.0% Q2 2026 Jul 21, 2026
HB Wealth Management, LLC History No change 433,358 53,810 0.3% 0.3% 149 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 430,780 53,489 0.05% 0.05% 150 0 0.0% Q2 2026 Aug 12, 2026
Nadler Financial Group, Inc. History No change 430,029 53,396 4.53% 4.53% 151 0 0.0% Q2 2026 Jul 29, 2026
E&G Advisors, LLC History No change 406,122 50,482 9.75% 9.75% 152 0 0.0% Q2 2026 Jul 23, 2026
Strategic Point Investment Advisors, LLC History No change 400,460 49,725 6.48% 6.48% 153 0 0.0% Q2 2026 Jul 08, 2026
RMR Wealth Builders History No change 397,795 49,394 3.07% 3.07% 154 0 0.0% Q2 2026 Jul 24, 2026
BOKF, NA History No change 388,327 48,218 0.66% 0.66% 155 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 387,276 48,088 0.88% 0.88% 156 0 0.0% Q2 2026 Aug 04, 2026
Beirne Wealth Consulting Services, LLC History No change 382,370 47,479 9.45% 9.45% 157 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 379,433 47,145 0.26% 0.26% 158 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 378,795 47,034 0.68% 0.68% 159 0 0.0% Q2 2026 Aug 11, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 374,899 46,960 23.98% 23.41% 160 -1,487 -0.4% Q3 2026 Oct 01, 2026
Waterway Wealth Management, LLC History No change 454,846 46,058 9.4% 9.4% 161 0 0.0% Q2 2026 Jul 13, 2026
Hirtle & Co., LLC History No change 366,232 45,475 1.49% 1.49% 162 0 0.0% Q2 2026 Aug 14, 2026
Accredited Investors Inc. History No change 363,802 45,173 1.95% 1.95% 163 0 0.0% Q2 2026 Jul 21, 2026
Avantax Planning Partners, Inc. History No change 362,455 45,006 1.12% 1.12% 164 0 0.0% Q2 2026 Jul 28, 2026
Portfolio Strategies, Inc. History No change 362,252 44,980 4.41% 4.41% 165 0 0.0% Q2 2026 Aug 10, 2026
RTD Financial Advisors, Inc. History Reduced 358,785 44,941 4.92% 4.89% 166 -2,442 -0.68% Q3 2026 Oct 09, 2026
BTC Capital Management, Inc. History No change 358,431 44,588 2.71% 2.71% 167 0 0.0% Q2 2026 Jul 16, 2026
Aptus Capital Advisors, LLC History No change 358,966 44,572 0.3% 0.3% 168 0 0.0% Q2 2026 Aug 12, 2026
RWA WEALTH PARTNERS, LLC History No change 357,371 44,374 0.42% 0.42% 169 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 351,720 43,673 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Wealth Management Group History No change 351,287 43,619 7.64% 7.64% 171 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 348,273 43,245 0.37% 0.37% 172 0 0.0% Q2 2026 Jul 27, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 343,894 42,701 6.15% 6.15% 173 0 0.0% Q2 2026 Jul 29, 2026
Corundum Group, Inc. History No change 341,716 42,430 12.59% 12.59% 174 0 0.0% Q2 2026 Aug 07, 2026
Newbrook Capital Advisors LP History No change 339,782 42,190 5.7% 5.7% 175 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 337,987 41,967 1.62% 1.62% 176 0 0.0% Q2 2026 Jul 20, 2026
Callan Family Office, LLC History No change 330,408 41,026 0.8% 0.8% 177 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 326,130 40,495 1.63% 1.63% 178 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 321,665 39,941 0.48% 0.48% 179 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 321,419 39,910 0.74% 0.74% 180 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 320,960 39,853 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 318,476 39,545 0.25% 0.25% 182 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 316,475 39,296 0.17% 0.17% 183 0 0.0% Q2 2026 Aug 11, 2026
B&D White Capital Company, LLC History No change 312,645 38,821 3.86% 3.86% 184 0 0.0% Q2 2026 Jul 31, 2026
Ryan Investment Management, Inc. History No change 309,631 38,446 17.4% 17.4% 185 0 0.0% Q2 2026 Jul 07, 2026
JFS WEALTH ADVISORS, LLC History No change 308,513 38,308 1.91% 1.91% 186 0 0.0% Q2 2026 Jul 10, 2026
Ullmann Wealth Partners Group, LLC History No change 304,842 37,852 3.44% 3.44% 187 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 304,531 37,813 3.97% 3.97% 188 0 0.0% Q2 2026 Jul 30, 2026
Capital Advisors Wealth Management, LLC History No change 303,789 37,721 4.43% 4.43% 189 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 303,488 37,684 1.1% 1.1% 190 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 301,670 37,458 1.14% 1.14% 191 0 0.0% Q2 2026 Jul 09, 2026
CONDOR CAPITAL MANAGEMENT History No change 298,760 37,097 2.78% 2.78% 192 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 298,390 37,051 0.57% 0.57% 193 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 298,396 37,051 0.91% 0.91% 194 0 0.0% Q2 2026 Jul 29, 2026
Simmons Bank History No change 296,510 36,817 2.1% 2.1% 195 0 0.0% Q2 2026 Jul 31, 2026
Parkside Financial Bank & Trust History No change 296,339 36,796 2.51% 2.51% 196 0 0.0% Q2 2026 Sep 04, 2026
Sunburst Financial Group, LLC History Reduced 290,571 36,396 5.76% 5.84% 197 -7 -0.0% Q3 2026 Oct 08, 2026
Sheridan Capital Management, LLC History No change 292,185 36,280 17.46% 17.46% 198 0 0.0% Q2 2026 Aug 07, 2026
Wellspring Financial Advisors, LLC History No change 286,136 35,528 2.34% 2.34% 199 0 0.0% Q2 2026 Jul 20, 2026
SCS Capital Management LLC History No change 285,437 35,442 0.33% 0.33% 200 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 284,924 35,379 2.3% 2.3% 201 0 0.0% Q2 2026 Aug 12, 2026
Montecito Bank & Trust History Reduced 282,104 35,336 5.35% 5.31% 202 -3,807 -1.33% Q3 2026 Oct 01, 2026
WCG Wealth Advisors LLC History No change 283,345 35,182 0.83% 0.83% 203 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 281,379 34,938 2.54% 2.54% 204 0 0.0% Q2 2026 Jul 24, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 280,092 34,779 0.17% 0.17% 205 0 0.0% Q2 2026 Jul 17, 2026
Jasper Ridge Partners, L.P. History No change 278,916 34,633 0.74% 0.74% 206 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 275,194 34,170 4.47% 4.47% 207 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 274,222 34,050 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 273,729 33,988 0.95% 0.95% 209 0 0.0% Q2 2026 Jul 17, 2026
Ascent Group, LLC History No change 271,653 33,731 1.01% 1.01% 210 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 271,447 33,705 3.25% 3.25% 211 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 270,163 33,546 0.7% 0.7% 212 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 269,930 33,517 0.51% 0.51% 213 0 0.0% Q2 2026 Aug 10, 2026
Saiph Capital, LLC History No change 269,824 33,503 10.03% 10.03% 214 0 0.0% Q2 2026 Jul 29, 2026
Itau Unibanco Holding S.A. History No change 268,411 33,328 0.63% 0.63% 215 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 265,351 32,948 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 265,144 32,922 1.43% 1.43% 217 0 0.0% Q2 2026 Aug 03, 2026
Affiance Financial, LLC History No change 265,114 32,919 4.73% 4.73% 218 0 0.0% Q2 2026 Jul 09, 2026
FIRST CITIZENS BANK & TRUST CO History No change 261,369 32,454 0.49% 0.49% 219 0 0.0% Q2 2026 Jul 13, 2026
Integrated Investment Consultants, LLC History No change 260,027 32,287 6.36% 6.36% 220 0 0.0% Q2 2026 Aug 17, 2026
Bluespring Wealth Management, LLC History No change 257,814 32,012 0.62% 0.62% 221 0 0.0% Q2 2026 Aug 11, 2026
PFW Advisors LLC History Reduced 252,751 31,659 9.4% 9.18% 222 -956 -0.38% Q3 2026 Oct 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 253,464 31,472 0.15% 0.15% 223 0 0.0% Q2 2026 Sep 23, 2026
Black Swift Group, LLC History No change 251,725 31,256 4.52% 4.52% 224 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 246,730 30,636 1.53% 1.53% 225 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Added to 244,028 30,567 0.83% 0.85% 226 +8,008 3.39% Q3 2026 Oct 02, 2026
&PARTNERS History No change 246,796 30,566 0.13% 0.13% 227 0 0.0% Q2 2026 Aug 14, 2026
Legacy Edge Advisors, LLC History No change 241,524 29,990 2.76% 2.76% 228 0 0.0% Q2 2026 Aug 11, 2026
JMAC ENTERPRISES LLC History No change 238,795 29,651 5.0% 5.0% 229 0 0.0% Q2 2026 Jul 28, 2026
Apella Capital, LLC History Added to 230,108 29,628 0.38% 0.39% 230 +2,359 1.04% Q3 2026 Oct 08, 2026
Berkshire Money Management, Inc. History No change 237,171 29,449 2.69% 2.69% 231 0 0.0% Q2 2026 Jul 23, 2026
Evercore Wealth Management, LLC History No change 230,399 28,608 0.4% 0.4% 232 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 229,436 28,489 0.19% 0.19% 233 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 229,026 28,438 1.62% 1.62% 234 0 0.0% Q2 2026 Jul 15, 2026
Summit Wealth Partners, LLC History No change 226,306 28,100 4.0% 4.0% 235 0 0.0% Q2 2026 Aug 03, 2026
DT Investment Partners, LLC History No change 225,276 27,972 2.09% 2.09% 236 0 0.0% Q2 2026 Jul 27, 2026
Ballentine Partners, LLC History No change 225,231 27,966 0.34% 0.34% 237 0 0.0% Q2 2026 Jul 17, 2026
Bleakley Financial Group, LLC History No change 222,999 27,689 0.35% 0.35% 238 0 0.0% Q2 2026 Aug 05, 2026
Boulder Wealth Advisors, LLC History No change 222,414 27,617 10.07% 10.07% 239 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 218,923 27,183 1.07% 1.07% 240 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 222,214 27,116 0.76% 0.76% 241 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 214,584 26,644 0.27% 0.27% 242 0 0.0% Q2 2026 Jul 28, 2026
VAUGHAN & Co SECURITIES, INC. History No change 212,725 26,414 12.32% 12.32% 243 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 211,164 26,237 0.08% 0.08% 244 0 0.0% Q2 2026 Aug 13, 2026
Bison Wealth, LLC History No change 212,913 26,188 2.4% 2.4% 245 0 0.0% Q2 2026 Jul 07, 2026
LWM ADVISORS INC History Reduced 208,660 26,136 19.73% 19.42% 246 -1,041 -0.5% Q3 2026 Oct 08, 2026
PW Nova Financial Services LLC History No change 209,912 26,064 5.59% 5.59% 247 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 209,755 26,045 0.96% 0.96% 248 0 0.0% Q2 2026 Jul 17, 2026
Accretive Wealth Partners, LLC History No change 207,276 25,737 6.25% 6.25% 249 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 206,667 25,661 0.25% 0.25% 250 0 0.0% Q2 2026 Aug 05, 2026
Sylvest Advisors, LLC History No change 206,645 25,659 11.57% 11.57% 251 0 0.0% Q2 2026 Jul 22, 2026
Roble, Belko & Company, Inc History No change 206,612 25,655 2.77% 2.77% 252 0 0.0% Q2 2026 Jul 24, 2026
Cooksen Wealth, LLC History No change 206,474 25,637 16.16% 16.16% 253 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History Reduced 204,145 25,571 0.18% 0.2% 254 -1,669 -0.81% Q3 2026 Oct 08, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 204,824 25,433 6.05% 6.05% 255 0 0.0% Q2 2026 Jul 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 204,143 25,348 1.46% 1.46% 256 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 202,579 25,154 0.17% 0.17% 257 0 0.0% Q2 2026 Aug 17, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 200,825 24,936 1.15% 1.15% 258 0 0.0% Q2 2026 Jul 21, 2026
Winslow Capital Management, LLC History No change 199,230 24,738 0.09% 0.09% 259 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 199,118 24,724 0.21% 0.21% 260 0 0.0% Q2 2026 Aug 12, 2026
KELLY FINANCIAL GROUP LLC History No change 198,448 24,641 5.48% 5.48% 261 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Capital Group History Added to 195,640 24,505 2.9% 2.82% 262 +6,510 3.44% Q3 2026 Oct 08, 2026
McKinley Carter Wealth Services, Inc. History No change 197,013 24,463 1.26% 1.26% 263 0 0.0% Q2 2026 Jul 28, 2026
Procyon Advisors, LLC History No change 195,905 24,325 1.05% 1.05% 264 0 0.0% Q2 2026 Jul 09, 2026
MOR Wealth Management, LLC History No change 192,949 23,958 9.54% 9.54% 265 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 190,522 23,657 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 189,751 23,561 1.59% 1.59% 267 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 189,347 23,511 0.2% 0.2% 268 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 188,909 23,456 0.99% 0.99% 269 0 0.0% Q2 2026 Aug 05, 2026
NESTEGG ADVISORS, INC. History No change 187,709 23,307 16.48% 16.48% 270 0 0.0% Q2 2026 Jul 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 187,162 23,239 1.92% 1.92% 271 0 0.0% Q2 2026 Jul 28, 2026
Stillwater Capital Advisors, LLC History No change 185,645 23,051 2.35% 2.35% 272 0 0.0% Q2 2026 Jul 23, 2026
49 WEALTH MANAGEMENT, LLC History No change 185,469 23,029 4.39% 4.39% 273 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 185,469 23,029 4.39% 4.39% 274 0 0.0% Q2 2026 Aug 14, 2026
Whitegate Investment Counselors, Inc. History No change 185,136 22,988 6.54% 6.54% 275 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 184,825 22,949 1.53% 1.53% 276 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 184,576 22,918 1.4% 1.4% 277 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 183,936 22,839 0.69% 0.69% 278 0 0.0% Q2 2026 Jul 15, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 183,929 22,838 7.91% 7.91% 279 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 182,955 22,717 0.25% 0.25% 280 0 0.0% Q2 2026 Aug 12, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 181,092 22,486 6.11% 6.11% 281 0 0.0% Q2 2026 Jul 24, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 180,937 22,466 0.32% 0.32% 282 0 0.0% Q2 2026 Aug 14, 2026
SlateStone Wealth, LLC History No change 179,545 22,294 1.71% 1.71% 283 0 0.0% Q2 2026 Jul 20, 2026
MJP ASSOCIATES INC /ADV History No change 179,521 22,291 2.44% 2.44% 284 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 178,474 22,161 0.19% 0.19% 285 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 177,468 22,036 0.57% 0.57% 286 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 174,810 21,706 0.1% 0.1% 287 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 174,101 21,618 1.28% 1.28% 288 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 174,060 21,613 1.05% 1.05% 289 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 174,053 21,612 0.13% 0.13% 290 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 172,465 21,414 0.47% 0.47% 291 0 0.0% Q2 2026 Jul 17, 2026
Argent Trust Co History No change 172,407 21,407 0.62% 0.62% 292 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 170,128 21,124 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 13, 2026
SONATA CAPITAL GROUP INC History No change 170,129 21,124 6.82% 6.82% 294 0 0.0% Q2 2026 Jul 24, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 169,447 21,040 14.1% 14.1% 295 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 166,683 20,697 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 04, 2026
Schneider Downs Wealth Management Advisors, LP History No change 166,537 20,678 1.94% 1.94% 297 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 165,988 20,610 0.24% 0.24% 298 0 0.0% Q2 2026 Jul 22, 2026
Keel Point, LLC History No change 165,049 20,494 1.21% 1.21% 299 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 164,899 20,475 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 163,398 20,288 0.32% 0.32% 301 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 173,170 20,283 7.41% 7.41% 302 0 0.0% Q2 2026 Jul 28, 2026
Ball & Co Wealth Management Inc. History No change 163,335 20,281 14.38% 14.38% 303 0 0.0% Q2 2026 Jul 31, 2026
Pointe Capital Management LLC History No change 162,841 20,219 9.05% 9.05% 304 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 162,305 20,153 1.68% 1.68% 305 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 162,101 20,128 0.31% 0.31% 306 0 0.0% Q2 2026 Aug 03, 2026
Clear Harbor Asset Management, LLC History No change 161,406 20,041 1.24% 1.24% 307 0 0.0% Q2 2026 Aug 12, 2026
Nvest Financial, LLC History No change 160,871 19,975 6.32% 6.32% 308 0 0.0% Q2 2026 Jul 30, 2026
Curtis Advisory Group, LLC History No change 158,913 19,732 3.83% 3.83% 309 0 0.0% Q2 2026 Jul 29, 2026
Freestone Capital Holdings, LLC History No change 158,514 19,682 0.51% 0.51% 310 0 0.0% Q2 2026 Jul 31, 2026
Westshore Wealth, LLC History No change 158,086 19,629 6.09% 6.09% 311 0 0.0% Q2 2026 Aug 10, 2026
FIRST FOUNDATION ADVISORS History No change 157,598 19,568 0.7% 0.7% 312 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 155,757 19,340 0.23% 0.23% 313 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 155,716 19,335 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 14, 2026
Newport Capital Group, LLC History No change 153,722 19,089 10.72% 10.72% 315 0 0.0% Q2 2026 Jul 21, 2026
Gotham Asset Management, LLC History No change 153,260 19,030 0.04% 0.04% 316 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 153,044 19,003 0.33% 0.33% 317 0 0.0% Q2 2026 Aug 11, 2026
Objectivity Squared, LLC History No change 152,031 18,877 10.63% 10.63% 318 0 0.0% Q2 2026 Aug 07, 2026
HBK Sorce Advisory LLC History No change 152,031 18,835 0.36% 0.36% 319 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 150,503 18,688 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 43,463 18,533 0.52% 0.52% 321 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 148,758 18,471 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
WEST BANCORPORATION INC History No change 147,096 18,264 7.81% 7.81% 323 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO History No change 148,100 18,216 0.18% 0.18% 324 0 0.0% Q2 2026 Jul 27, 2026
MCF Advisors LLC History No change 145,499 18,066 0.65% 0.65% 325 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 145,281 18,039 0.12% 0.12% 326 0 0.0% Q2 2026 Sep 08, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 42,222 18,003 3.1% 3.1% 327 0 0.0% Q2 2026 Aug 03, 2026
Regent Peak Wealth Advisors LLC History No change 144,292 17,916 3.32% 3.32% 328 0 0.0% Q2 2026 Jul 10, 2026
Curi Capital, LLC History No change 142,588 17,705 0.27% 0.27% 329 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 142,005 17,632 2.5% 2.5% 330 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 141,164 17,528 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
Occidental Asset Management, LLC History No change 140,957 17,502 1.74% 1.74% 332 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History Added to 138,923 17,401 0.37% 0.36% 333 +442 0.32% Q3 2026 Oct 08, 2026
JMG Financial Group, Ltd. History No change 139,940 17,376 0.42% 0.42% 334 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 139,683 17,344 0.17% 0.17% 335 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 139,435 17,313 0.01% 0.01% 336 0 0.0% Q2 2026 Sep 02, 2026
INVESTMENT PARTNERS, LTD. History No change 138,513 17,199 5.38% 5.38% 337 0 0.0% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History No change 138,518 17,199 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 11, 2026
STEVENS CAPITAL PARTNERS History No change 138,319 17,175 3.27% 3.27% 339 0 0.0% Q2 2026 Aug 07, 2026
Walsh & Associates, LLC History No change 136,802 16,986 13.87% 13.87% 340 0 0.0% Q2 2026 Jul 21, 2026
Grove Bank & Trust History Reduced 134,831 16,888 1.68% 1.66% 341 -243 -0.18% Q3 2026 Oct 08, 2026
MidFirst Bank History No change 135,960 16,882 1.2% 1.2% 342 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 135,763 16,857 0.36% 0.36% 343 0 0.0% Q2 2026 Aug 14, 2026
Intrepid Financial Planning Group LLC History No change 134,146 16,656 5.66% 5.66% 344 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 133,835 16,618 0.17% 0.17% 345 0 0.0% Q2 2026 Aug 03, 2026
Summit Trail Advisors, LLC History No change 133,199 16,539 0.21% 0.21% 346 0 0.0% Q2 2026 Aug 11, 2026
Compass Financial Group, Inc. History No change 130,115 16,156 6.83% 6.83% 347 0 0.0% Q2 2026 Aug 04, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 128,692 15,982 9.63% 9.63% 348 0 0.0% Q2 2026 Aug 13, 2026
GENESIS PRIVATE WEALTH, LLC History No change 127,737 15,861 4.46% 4.46% 349 0 0.0% Q2 2026 Jul 13, 2026
Krane Financial Solutions LLC History No change 125,835 15,624 9.62% 9.62% 350 0 0.0% Q2 2026 Aug 12, 2026
NBH Bank History No change 125,562 15,591 6.57% 6.57% 351 0 0.0% Q2 2026 Aug 14, 2026
Narwhal Capital Management History No change 125,220 15,548 1.07% 1.07% 352 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 123,391 15,321 0.08% 0.08% 353 0 0.0% Q2 2026 Jul 17, 2026
Prospera Financial Services Inc History No change 123,239 15,307 0.22% 0.22% 354 0 0.0% Q2 2026 Jul 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 121,868 15,132 0.24% 0.24% 355 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 121,550 15,092 0.23% 0.23% 356 0 0.0% Q2 2026 Aug 05, 2026
Ballast, Inc. History No change 120,713 14,988 2.83% 2.83% 357 0 0.0% Q2 2026 Jul 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 120,472 14,958 0.28% 0.28% 358 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 120,302 14,937 0.17% 0.17% 359 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC History Reduced 119,222 14,933 1.1% 1.13% 360 -291 -0.24% Q3 2026 Oct 01, 2026
BCGM Wealth Management, LLC History No change 120,216 14,927 3.16% 3.16% 361 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 119,815 14,877 0.81% 0.81% 362 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 118,651 14,732 0.82% 0.82% 363 0 0.0% Q2 2026 Jul 21, 2026
Finley Financial, LLC History No change 118,480 14,711 5.92% 5.92% 364 0 0.0% Q2 2026 Jul 08, 2026
Brand Asset Management Group, Inc. History No change 118,272 14,685 3.25% 3.25% 365 0 0.0% Q2 2026 Aug 12, 2026
STAR Financial Bank History No change 117,458 14,584 5.94% 5.94% 366 0 0.0% Q2 2026 Aug 07, 2026
FDx Advisors, Inc. History No change 117,083 14,538 4.38% 4.38% 367 0 0.0% Q2 2026 Aug 04, 2026
One Wealth Advisors, LLC History No change 115,589 14,352 1.58% 1.58% 368 0 0.0% Q2 2026 Aug 06, 2026
American State Bank (Iowa) History No change 115,412 14,330 5.81% 5.81% 369 0 0.0% Q2 2026 Jul 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 114,888 14,265 0.19% 0.19% 370 0 0.0% Q2 2026 Jul 15, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 113,385 14,079 4.03% 4.03% 371 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History Reduced 111,792 14,003 0.19% 0.18% 372 -945 -0.84% Q3 2026 Oct 08, 2026
Clientfirst Wealth Management, LLC History No change 112,336 13,948 11.46% 11.46% 373 0 0.0% Q2 2026 Jul 30, 2026
ASSOCIATED BANC-CORP History No change 111,881 13,892 0.33% 0.33% 374 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 111,495 13,844 0.33% 0.33% 375 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 110,571 13,729 0.21% 0.21% 376 0 0.0% Q2 2026 Jul 15, 2026
Hardy Reed LLC History No change 110,536 13,725 0.88% 0.88% 377 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 110,367 13,704 0.16% 0.16% 378 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 109,967 13,649 0.16% 0.16% 379 0 0.0% Q2 2026 Aug 06, 2026
EPIQ PARTNERS, LLC History Reduced 108,292 13,564 5.84% 5.73% 380 -540 -0.5% Q3 2026 Oct 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 109,069 13,544 0.16% 0.16% 381 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 108,699 13,497 2.48% 2.48% 382 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 108,642 13,490 0.13% 0.13% 383 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History No change 108,261 13,442 0.16% 0.16% 384 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Consulting Group, LLC History No change 108,037 13,414 0.51% 0.51% 385 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 107,490 13,346 0.44% 0.44% 386 0 0.0% Q2 2026 Jul 17, 2026
Arete Wealth Advisors, LLC History No change 106,547 13,229 0.87% 0.87% 387 0 0.0% Q2 2026 Aug 12, 2026
MATRIX ASSET ADVISORS INC/NY History No change 106,505 13,224 1.08% 1.08% 388 0 0.0% Q2 2026 Jul 15, 2026
Arcadia Wealth Management, LLC History No change 106,025 13,165 4.13% 4.13% 389 0 0.0% Q2 2026 Jul 20, 2026
Connecticut Wealth Management, LLC History No change 105,105 13,050 0.48% 0.48% 390 0 0.0% Q2 2026 Jul 29, 2026
Brickley Wealth Management History No change 104,921 13,028 1.87% 1.87% 391 0 0.0% Q2 2026 Jul 13, 2026
XPONANCE LLC History No change 104,716 13,002 0.08% 0.08% 392 0 0.0% Q2 2026 Aug 10, 2026
Highland Financial Advisors, LLC History No change 104,434 12,967 2.85% 2.85% 393 0 0.0% Q2 2026 Jul 09, 2026
Busey Bank History No change 104,051 12,920 0.31% 0.31% 394 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 103,844 12,894 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 103,455 12,846 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 103,237 12,818 2.67% 2.67% 397 0 0.0% Q2 2026 Jul 31, 2026
OneDigital Investment Advisors LLC History No change 102,975 12,786 0.11% 0.11% 398 0 0.0% Q2 2026 Aug 06, 2026
Gilliland Jeter Wealth Management LLC History No change 102,804 12,765 3.34% 3.34% 399 0 0.0% Q2 2026 Jul 29, 2026
Western Wealth Management, LLC History No change 102,796 12,764 0.42% 0.42% 400 0 0.0% Q2 2026 Aug 14, 2026
Eukles Asset Management History No change 101,889 12,651 5.22% 5.22% 401 0 0.0% Q2 2026 Aug 05, 2026
FIDELITY D & D BANCORP INC History No change 100,625 12,494 4.29% 4.29% 402 0 0.0% Q2 2026 Aug 05, 2026
Pettinga Financial Advisors LLC History No change 100,515 12,480 2.0% 2.0% 403 0 0.0% Q2 2026 Jul 09, 2026
American Institute for Advanced Investment Management, LLP History No change 100,432 12,470 7.21% 7.21% 404 0 0.0% Q2 2026 Jul 21, 2026
GC Wealth Management RIA, LLC History No change 99,550 12,361 0.71% 0.71% 405 0 0.0% Q2 2026 Jul 16, 2026
Laird Norton Wetherby Trust Company, LLC History No change 98,815 12,269 0.24% 0.24% 406 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 98,443 12,223 1.55% 1.55% 407 0 0.0% Q2 2026 Aug 25, 2026
Highland Investment Advisors LLC History No change 98,010 12,169 5.31% 5.31% 408 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 97,704 12,131 3.1% 3.1% 409 0 0.0% Q2 2026 Jul 08, 2026
Dakota Wealth Management History No change 97,216 12,071 0.23% 0.23% 410 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 96,570 11,991 0.21% 0.21% 411 0 0.0% Q2 2026 Jul 21, 2026
Arbor Investment Advisors, LLC History No change 96,522 11,985 1.36% 1.36% 412 0 0.0% Q2 2026 Jul 24, 2026
CONNING INC. History No change 96,348 11,963 0.36% 0.36% 413 0 0.0% Q2 2026 Jul 30, 2026
Global Strategic Investment Solutions, LLC History No change 96,140 11,937 1.06% 1.06% 414 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 95,461 11,853 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 80,328 11,847 1.35% 1.35% 416 0 0.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History No change 95,399 11,845 0.12% 0.12% 417 0 0.0% Q2 2026 Jul 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 94,782 11,769 0.15% 0.15% 418 0 0.0% Q2 2026 Aug 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 94,656 11,753 2.9% 2.9% 419 0 0.0% Q2 2026 Jul 20, 2026
Venture Visionary Partners LLC History Reduced 93,315 11,688 0.31% 0.33% 420 -1,334 -1.41% Q3 2026 Oct 07, 2026
FMA Wealth Management, LLC History No change 94,136 11,688 7.48% 7.48% 421 0 0.0% Q2 2026 Jul 09, 2026
FLC Capital Advisors History No change 93,932 11,663 1.88% 1.88% 422 0 0.0% Q2 2026 Jul 20, 2026
EQUITABLE TRUST CO History No change 93,348 11,591 0.48% 0.48% 423 0 0.0% Q2 2026 Jul 23, 2026
VESTOR CAPITAL, LLC History No change 198,804 11,560 0.73% 0.73% 424 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 98,418 11,527 0.19% 0.19% 425 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 98,418 11,527 0.19% 0.19% 426 0 0.0% Q2 2026 Jul 29, 2026
Ethos Financial Group, LLC History No change 96,128 11,478 0.77% 0.77% 427 0 0.0% Q2 2026 Aug 07, 2026
Presper Financial Architects, LLC History No change 92,027 11,426 5.96% 5.96% 428 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 91,899 11,411 0.33% 0.33% 429 0 0.0% Q2 2026 Aug 19, 2026
Neuberger Berman Group LLC History No change 91,316 11,338 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 13, 2026
Bay Capital Advisors, LLC History No change 90,986 11,297 6.06% 6.06% 431 0 0.0% Q2 2026 Jul 21, 2026
Perigon Wealth Management, LLC History No change 89,995 11,174 0.18% 0.18% 432 0 0.0% Q2 2026 Aug 07, 2026
NOTTINGHAM ADVISORS, INC. History No change 92,648 11,124 1.33% 1.33% 433 0 0.0% Q2 2026 Jul 27, 2026
Zuckerman Investment Group, LLC History No change 89,275 11,085 0.94% 0.94% 434 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 89,149 11,069 0.3% 0.3% 435 0 0.0% Q2 2026 Aug 07, 2026
Permanens Capital L.P. History No change 87,760 10,897 1.12% 1.12% 436 0 0.0% Q2 2026 Aug 14, 2026
Truepoint, Inc. History No change 87,449 10,858 0.23% 0.23% 437 0 0.0% Q2 2026 Jul 31, 2026
White Lighthouse Investment Management Inc. History No change 87,289 10,838 1.35% 1.35% 438 0 0.0% Q2 2026 Aug 04, 2026
Willis Johnson & Associates, Inc. History No change 86,673 10,762 0.6% 0.6% 439 0 0.0% Q2 2026 Aug 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 86,659 10,760 1.26% 1.26% 440 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 86,510 10,741 0.22% 0.22% 441 0 0.0% Q2 2026 Aug 05, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 86,473 10,737 3.69% 3.69% 442 0 0.0% Q2 2026 Aug 13, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 90,634 10,723 5.73% 5.73% 443 0 0.0% Q2 2026 Aug 07, 2026
Sound View Wealth Advisors Group, LLC History No change 86,316 10,717 0.67% 0.67% 444 0 0.0% Q2 2026 Aug 11, 2026
Cresta Advisors, Ltd. History No change 85,581 10,626 3.81% 3.81% 445 0 0.0% Q2 2026 Jul 22, 2026
NTV ASSET MANAGEMENT LLC History No change 85,245 10,584 1.04% 1.04% 446 0 0.0% Q2 2026 Aug 05, 2026
BBR PARTNERS, LLC History No change 85,231 10,583 0.5% 0.5% 447 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 85,213 10,580 0.13% 0.13% 448 0 0.0% Q2 2026 Aug 18, 2026
Wealthcare Advisory Partners LLC History No change 85,081 10,564 0.2% 0.2% 449 0 0.0% Q2 2026 Jul 09, 2026
Diversified Trust Co History No change 84,704 10,517 0.17% 0.17% 450 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY TRUST CO History No change 84,585 10,502 0.11% 0.11% 451 0 0.0% Q2 2026 Aug 13, 2026
Next Capital Management LLC History No change 84,480 10,489 2.83% 2.83% 452 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 84,313 10,469 0.37% 0.37% 453 0 0.0% Q2 2026 Aug 13, 2026
Lebenthal Global Advisors, LLC History No change 83,858 10,412 1.4% 1.4% 454 0 0.0% Q2 2026 Jul 30, 2026
Patten Group, Inc. History No change 83,348 10,349 1.61% 1.61% 455 0 0.0% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History No change 83,186 10,329 6.86% 6.86% 456 0 0.0% Q2 2026 Jul 28, 2026
NovaPoint Capital, LLC History No change 82,960 10,301 2.14% 2.14% 457 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 82,692 10,267 1.11% 1.11% 458 0 0.0% Q2 2026 Aug 13, 2026
Heck Capital Advisors, LLC History No change 82,271 10,215 0.61% 0.61% 459 0 0.0% Q2 2026 Jul 10, 2026
Pure Financial Advisors, LLC History No change 82,068 10,190 0.13% 0.13% 460 0 0.0% Q2 2026 Aug 14, 2026
Frederick Financial Consultants, LLC History No change 81,349 10,101 4.29% 4.29% 461 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 81,142 10,075 1.69% 1.69% 462 0 0.0% Q2 2026 Jul 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 80,832 10,036 0.39% 0.39% 463 0 0.0% Q2 2026 Aug 05, 2026
Holistic Financial Partners History No change 80,797 10,032 6.13% 6.13% 464 0 0.0% Q2 2026 Jul 23, 2026
LANDAAS & CO /WI /ADV History No change 80,619 10,010 1.82% 1.82% 465 0 0.0% Q2 2026 Jul 21, 2026
TCW GROUP INC History No change 80,180 9,955 0.07% 0.07% 466 0 0.0% Q2 2026 Aug 03, 2026
Ferguson Johnson Wealth Management Inc History No change 79,322 9,849 7.18% 7.18% 467 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 79,007 9,810 0.76% 0.76% 468 0 0.0% Q2 2026 Aug 13, 2026
Smith & Howard Wealth Management, LLC History No change 78,867 9,792 1.95% 1.95% 469 0 0.0% Q2 2026 Aug 03, 2026
Northern Lights Advisors, Inc. History No change 78,413 9,736 5.3% 5.3% 470 0 0.0% Q2 2026 Aug 06, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 78,298 9,722 1.41% 1.41% 471 0 0.0% Q2 2026 Aug 07, 2026
Bawa N Mallick Trust History No change 78,200 9,710 3.14% 3.14% 472 0 0.0% Q2 2026 Aug 14, 2026
POTENTIA WEALTH History No change 78,024 9,688 3.97% 3.97% 473 0 0.0% Q2 2026 Aug 13, 2026
Sepio Capital, LP History No change 77,965 9,680 0.49% 0.49% 474 0 0.0% Q2 2026 Jul 28, 2026
OMNI 360 Wealth, Inc. History No change 77,021 9,563 4.42% 4.42% 475 0 0.0% Q2 2026 Jul 13, 2026
Cyndeo Wealth Partners, LLC History No change 76,434 9,490 0.45% 0.45% 476 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Advisors, LLC History No change 75,845 9,417 1.07% 1.07% 477 0 0.0% Q2 2026 Aug 14, 2026
AMI ASSET MANAGEMENT CORP History No change 75,839 9,416 0.54% 0.54% 478 0 0.0% Q2 2026 Jul 21, 2026
GTS SECURITIES LLC History No change 75,755 9,406 0.2% 0.2% 479 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 75,225 9,340 0.18% 0.18% 480 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 74,493 9,249 0.11% 0.11% 481 0 0.0% Q2 2026 Jul 22, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 74,202 9,213 8.6% 8.6% 482 0 0.0% Q2 2026 Aug 07, 2026
CFM WEALTH PARTNERS LLC History No change 73,961 9,183 1.17% 1.17% 483 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 73,812 9,165 0.17% 0.17% 484 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 73,747 9,157 0.34% 0.34% 485 0 0.0% Q2 2026 Aug 06, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 73,090 9,155 1.3% 1.29% 486 -48 -0.07% Q3 2026 Oct 08, 2026
TFO Wealth Partners, LLC History No change 73,568 9,134 0.99% 0.99% 487 0 0.0% Q2 2026 Aug 10, 2026
PINNACLE ASSOCIATES LTD History No change 73,522 9,129 0.1% 0.1% 488 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 73,349 9,107 0.15% 0.15% 489 0 0.0% Q2 2026 Jul 31, 2026
REBALANCE, LLC History No change 73,190 9,088 0.48% 0.48% 490 0 0.0% Q2 2026 Jul 16, 2026
Counterweight Ventures, LLC History No change 73,190 9,088 4.53% 4.53% 491 0 0.0% Q2 2026 Jul 23, 2026
OLD NATIONAL BANCORP /IN/ History No change 73,014 9,066 0.18% 0.18% 492 0 0.0% Q2 2026 Jul 15, 2026
Provenance Wealth Advisors, LLC History No change 72,858 9,046 0.86% 0.86% 493 0 0.0% Q2 2026 Jul 24, 2026
Alesco Advisors, LLC, An ESL Co History No change 72,586 9,013 0.21% 0.21% 494 0 0.0% Q2 2026 Aug 05, 2026
Northstar Group, Inc. History No change 72,308 8,978 1.16% 1.16% 495 0 0.0% Q2 2026 Aug 03, 2026
Friday Financial History Added to 71,042 8,932 1.77% 1.21% 497 +33,862 91.08% Q3 2026 Oct 09, 2026
MYCIO WEALTH PARTNERS, LLC History No change 71,941 8,932 1.67% 1.67% 496 0 0.0% Q2 2026 Aug 12, 2026
Tanglewood Legacy Advisors, LLC History No change 71,396 8,865 2.86% 2.86% 498 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 71,253 8,847 0.49% 0.49% 499 0 0.0% Q2 2026 Aug 04, 2026
Ancora Advisors LLC History No change 70,707 8,779 0.17% 0.17% 500 0 0.0% Q2 2026 Aug 14, 2026
Altus Wealth Group LLC History No change 70,538 8,758 3.16% 3.16% 501 0 0.0% Q2 2026 Jul 17, 2026
Three Bridge Wealth Advisors, LLC History No change 70,494 8,753 2.19% 2.19% 502 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 74,753 8,707 0.65% 0.65% 503 0 0.0% Q2 2026 Jul 29, 2026
Rehmann Capital Advisory Group History No change 69,976 8,688 0.4% 0.4% 504 0 0.0% Q2 2026 Aug 20, 2026
SAXON INTERESTS, INC. History No change 69,965 8,687 2.4% 2.4% 505 0 0.0% Q2 2026 Aug 12, 2026
Osbon Capital Management LLC History No change 69,840 8,672 6.8% 6.8% 506 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Advisory, LLC History No change 69,769 8,663 0.72% 0.72% 507 0 0.0% Q2 2026 Jul 29, 2026
Indiana Trust & Investment Management Co History No change 69,702 8,654 2.37% 2.37% 508 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 69,384 8,615 0.53% 0.53% 509 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL TRUST Co History No change 69,209 8,593 0.16% 0.16% 510 0 0.0% Q2 2026 Jul 31, 2026
Aprio Wealth Management, LLC History No change 68,502 8,505 0.42% 0.42% 511 0 0.0% Q2 2026 Jul 24, 2026
Pitcairn Wealth Advisors LLC History No change 67,648 8,399 0.92% 0.92% 512 0 0.0% Q2 2026 Aug 10, 2026
McAdam, LLC History No change 67,636 8,398 0.32% 0.32% 513 0 0.0% Q2 2026 Aug 04, 2026
Ruggaard & Associates LLC History No change 67,592 8,392 3.01% 3.01% 514 0 0.0% Q2 2026 Aug 17, 2026
TPG Financial Advisors, LLC History No change 67,215 8,346 2.49% 2.49% 515 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 19,552 8,337 0.34% 0.34% 516 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 24,137 8,329 0.14% 0.14% 517 0 0.0% Q2 2026 Aug 13, 2026
New England Private Wealth Advisors LLC History No change 70,542 8,305 0.8% 0.8% 518 0 0.0% Q2 2026 Aug 04, 2026
Greenspring Advisors, LLC History No change 66,875 8,303 0.46% 0.46% 519 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 66,640 8,275 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 66,569 8,265 0.1% 0.1% 521 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 66,486 8,236 0.26% 0.26% 522 0 0.0% Q2 2026 Aug 11, 2026
Sage Mountain Advisors LLC History No change 66,240 8,225 0.51% 0.51% 523 0 0.0% Q2 2026 Aug 05, 2026
Cove Private Wealth, LLC History No change 66,244 8,225 1.59% 1.59% 524 0 0.0% Q2 2026 Jul 31, 2026
MONEY CONCEPTS CAPITAL CORP History No change 66,000 8,195 0.38% 0.38% 525 0 0.0% Q2 2026 Aug 04, 2026
Harbour Capital Advisors, LLC History No change 65,576 8,128 1.48% 1.48% 526 0 0.0% Q2 2026 Jul 15, 2026
DIXON FNANCIAL SERVICES, INC. History No change 65,144 8,088 3.28% 3.28% 527 0 0.0% Q2 2026 Jul 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 64,412 7,998 0.94% 0.94% 528 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 64,882 7,981 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 13, 2026
Legacy Advisors, LLC History No change 64,044 7,952 0.74% 0.74% 530 0 0.0% Q2 2026 Jul 24, 2026
Mathes Company, Inc. History No change 64,000 7,947 2.47% 2.47% 531 0 0.0% Q2 2026 Aug 11, 2026
Garde Capital, Inc. History No change 63,908 7,935 0.36% 0.36% 532 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 63,552 7,891 2.02% 2.02% 533 0 0.0% Q2 2026 Jul 21, 2026
Talisman Wealth Advisors LLC History No change 63,410 7,873 5.86% 5.86% 534 0 0.0% Q2 2026 Aug 14, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 63,166 7,843 0.99% 0.99% 535 0 0.0% Q2 2026 Jul 23, 2026
Next Level Private LLC History No change 62,887 7,808 1.53% 1.53% 536 0 0.0% Q2 2026 Jul 09, 2026
Apriem Advisors History No change 62,418 7,750 0.67% 0.67% 537 0 0.0% Q2 2026 Aug 14, 2026
EPG Wealth Management LLC History No change 62,252 7,729 1.85% 1.85% 538 0 0.0% Q2 2026 Jul 28, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 61,438 7,628 1.77% 1.77% 539 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 62,140 7,611 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 60,700 7,537 0.99% 0.99% 541 0 0.0% Q2 2026 Aug 11, 2026
Linscomb Wealth, Inc. History No change 60,426 7,503 0.33% 0.33% 542 0 0.0% Q2 2026 Jul 31, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 59,239 7,420 0.05% 0.11% 543 -90,800 -60.52% Q3 2026 Oct 06, 2026
Canal Capital Management, LLC History No change 59,449 7,381 0.9% 0.9% 544 0 0.0% Q2 2026 Jul 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 59,356 7,370 0.21% 0.21% 545 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 59,210 7,352 2.12% 2.12% 546 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 58,945 7,319 0.13% 0.13% 547 0 0.0% Q2 2026 Aug 06, 2026
Widmann Financial Services, Inc. History No change 58,788 7,299 3.91% 3.91% 548 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 58,453 7,258 0.51% 0.51% 549 0 0.0% Q2 2026 Jul 07, 2026
Gladstone Institutional Advisory LLC History No change 58,453 7,258 0.23% 0.23% 550 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 58,407 7,252 0.73% 0.73% 551 0 0.0% Q2 2026 Jul 15, 2026
Tolleson Wealth Management, Inc. History No change 57,800 7,177 0.97% 0.97% 552 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 57,768 7,172 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 06, 2026
Summa Corp. History No change 57,588 7,150 2.24% 2.24% 554 0 0.0% Q2 2026 Aug 06, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 57,555 7,146 0.46% 0.46% 555 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 57,160 7,097 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Financial Group History No change 57,144 7,095 5.36% 5.36% 557 0 0.0% Q2 2026 Jul 27, 2026
CERTUITY, LLC History No change 57,048 7,083 0.35% 0.35% 558 0 0.0% Q2 2026 Jul 28, 2026
Opus Capital Group, LLC History No change 56,904 7,066 0.68% 0.68% 559 0 0.0% Q2 2026 Jul 31, 2026
Forum Financial Management, LP History No change 56,861 7,060 0.09% 0.09% 560 0 0.0% Q2 2026 Jul 23, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 56,840 7,057 0.39% 0.39% 561 0 0.0% Q2 2026 Aug 04, 2026
CITY HOLDING CO History No change 56,543 7,020 0.79% 0.79% 562 0 0.0% Q2 2026 Jul 10, 2026
Calamos Wealth Management LLC History No change 56,446 7,008 0.21% 0.21% 563 0 0.0% Q2 2026 Jul 31, 2026
ASSETMARK, INC History No change 56,172 6,974 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 30, 2026
Forvis Mazars Wealth Advisors, LLC History No change 56,007 6,954 0.12% 0.12% 565 0 0.0% Q2 2026 Aug 10, 2026
CJM Wealth Advisers, Ltd. History No change 55,869 6,937 1.82% 1.82% 566 0 0.0% Q2 2026 Jul 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 55,696 6,915 0.09% 0.09% 567 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 55,545 6,896 0.69% 0.69% 568 0 0.0% Q2 2026 Jul 21, 2026
AE Wealth Management LLC History No change 55,249 6,860 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 03, 2026
Serenus Wealth Advisors, LLC History No change 55,031 6,833 1.19% 1.19% 570 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 54,777 6,801 0.25% 0.25% 571 0 0.0% Q2 2026 Jul 21, 2026
Family Manage LLC History No change 54,583 6,777 0.7% 0.7% 572 0 0.0% Q2 2026 Aug 14, 2026
First Western Trust Bank History No change 54,374 6,751 0.33% 0.33% 573 0 0.0% Q2 2026 Jul 29, 2026
LEIGH BALDWIN & CO., LLC History No change 54,350 6,748 3.63% 3.63% 574 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 53,934 6,696 1.38% 1.38% 575 0 0.0% Q2 2026 Aug 12, 2026
Adirondack Capital Advisors, LLC History Added to 53,115 6,653 3.44% 3.04% 576 +7,395 16.17% Q3 2026 Oct 09, 2026
MidAtlantic Capital Management, Inc. History No change 53,392 6,629 4.12% 4.12% 577 0 0.0% Q2 2026 Aug 10, 2026
STAGE HARBOR FINANCIAL, LLC History No change 53,280 6,615 3.82% 3.82% 578 0 0.0% Q2 2026 Aug 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 53,094 6,592 0.87% 0.87% 579 0 0.0% Q2 2026 Aug 14, 2026
Warner Group LLC History No change 51,820 6,434 1.58% 1.58% 580 0 0.0% Q2 2026 Jul 27, 2026
B. Riley Wealth Advisors, Inc. History No change 52,671 6,424 0.34% 0.34% 581 0 0.0% Q2 2026 Jul 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 51,647 6,413 0.26% 0.26% 582 0 0.0% Q2 2026 Jul 27, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 51,560 6,402 0.87% 0.87% 583 0 0.0% Q2 2026 Jul 29, 2026
Total Clarity Wealth Management, Inc. History No change 51,160 6,352 1.23% 1.23% 584 0 0.0% Q2 2026 Jul 23, 2026
FLAGSTAR SECURITIES, INC History No change 50,997 6,332 1.91% 1.91% 585 0 0.0% Q2 2026 Jul 15, 2026
Joel Isaacson & Co., LLC History No change 50,970 6,328 0.18% 0.18% 586 0 0.0% Q2 2026 Aug 04, 2026
Icon Wealth Advisors, LLC History No change 50,879 6,317 0.38% 0.38% 587 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 50,701 6,295 0.12% 0.12% 588 0 0.0% Q2 2026 Aug 10, 2026
LOWERY THOMAS, LLC History No change 50,685 6,293 3.07% 3.07% 589 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 50,651 6,289 1.79% 1.79% 590 0 0.0% Q2 2026 Aug 03, 2026
Cordatus Wealth Management LLC History No change 50,460 6,265 1.38% 1.38% 591 0 0.0% Q2 2026 Jul 29, 2026
Intrua Financial, LLC History No change 50,390 6,256 0.57% 0.57% 592 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 50,334 6,249 0.6% 0.6% 593 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History No change 50,246 6,239 0.18% 0.18% 594 0 0.0% Q2 2026 Jul 07, 2026
GAMMA Investing LLC History Added to 49,808 6,238 0.21% 0.22% 595 +2,225 4.68% Q3 2026 Oct 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 50,168 6,229 0.5% 0.5% 596 0 0.0% Q2 2026 Aug 05, 2026
Crestwood Advisors Group, LLC History No change 49,789 6,182 0.09% 0.09% 597 0 0.0% Q2 2026 Aug 03, 2026
CreativeOne Wealth, LLC History No change 49,610 6,160 0.13% 0.13% 598 0 0.0% Q2 2026 Aug 13, 2026
Essex Financial Services, Inc. History No change 49,534 6,150 0.31% 0.31% 599 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 49,480 6,143 0.11% 0.11% 600 0 0.0% Q2 2026 Jul 20, 2026
Berman McAleer LLC History No change 49,100 6,096 0.71% 0.71% 601 0 0.0% Q2 2026 Jul 16, 2026
Sigma Planning Corp History No change 49,038 6,089 0.15% 0.15% 602 0 0.0% Q2 2026 Aug 07, 2026
Jordan Park Group LLC History No change 48,620 6,037 0.31% 0.31% 603 0 0.0% Q2 2026 Aug 11, 2026
Alta Wealth Advisors LLC History No change 48,535 6,026 1.63% 1.63% 604 0 0.0% Q2 2026 Jul 30, 2026
W ADVISORS, LLC History No change 48,176 5,982 2.72% 2.72% 605 0 0.0% Q2 2026 Jul 31, 2026
Colorado Capital Management, Inc. History No change 48,008 5,961 2.03% 2.03% 606 0 0.0% Q2 2026 Jul 08, 2026
COURIER CAPITAL LLC History No change 47,931 5,951 0.3% 0.3% 607 0 0.0% Q2 2026 Jul 16, 2026
OKABENA INVESTMENT SERVICES INC History No change 47,932 5,951 1.06% 1.06% 608 0 0.0% Q2 2026 Aug 04, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 47,790 5,934 2.49% 2.49% 609 0 0.0% Q2 2026 Jul 15, 2026
Cordoba Advisory Partners LLC History No change 47,652 5,914 1.25% 1.25% 610 0 0.0% Q2 2026 Jul 21, 2026
Squarepoint Ops LLC History No change 47,283 5,871 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 47,235 5,865 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 04, 2026
Foundation Wealth Management, LLC\PA History No change 46,971 5,832 1.76% 1.76% 613 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 46,905 5,824 0.12% 0.12% 614 0 0.0% Q2 2026 Aug 03, 2026
CPC Advisors, LLC History No change 46,876 5,820 0.78% 0.78% 615 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 46,583 5,784 0.2% 0.2% 616 0 0.0% Q2 2026 Aug 06, 2026
ADIRONDACK TRUST CO History No change 46,168 5,732 1.71% 1.71% 617 0 0.0% Q2 2026 Jul 16, 2026
VISTA CAPITAL PARTNERS, INC. History No change 45,973 5,708 0.5% 0.5% 618 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 45,880 5,696 0.08% 0.08% 619 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 47,876 5,677 0.11% 0.11% 620 0 0.0% Q2 2026 Jul 29, 2026
Affinity Capital Advisors, LLC History No change 45,932 5,649 0.7% 0.7% 621 0 0.0% Q2 2026 Jul 08, 2026
JSF Financial, LLC History No change 45,401 5,637 0.89% 0.89% 622 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investments, LLC History No change 45,338 5,629 1.82% 1.82% 623 0 0.0% Q2 2026 Aug 07, 2026
Topel & Distasi Wealth Management, LLC History No change 45,130 5,603 2.7% 2.7% 624 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 44,883 5,573 0.16% 0.16% 625 0 0.0% Q2 2026 Jul 27, 2026
WESBANCO BANK INC History No change 44,688 5,548 0.14% 0.14% 626 0 0.0% Q2 2026 Jul 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 44,630 5,541 0.25% 0.25% 627 0 0.0% Q2 2026 Aug 03, 2026
DSG Capital Advisors, LLC History No change 44,476 5,480 0.78% 0.78% 628 0 0.0% Q2 2026 Aug 06, 2026
Central Pacific Bank - Trust Division History Reduced 43,648 5,467 0.57% 0.55% 629 -124 -0.28% Q3 2026 Oct 05, 2026
Cornerstone Wealth Advisors, Inc. History No change 43,974 5,460 1.14% 1.14% 630 0 0.0% Q2 2026 Jul 17, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 43,806 5,439 1.19% 1.19% 631 0 0.0% Q2 2026 Aug 11, 2026
ZACKS INVESTMENT MANAGEMENT History No change 43,792 5,437 0.04% 0.04% 632 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Capital Advisors LLC History No change 43,782 5,436 0.35% 0.35% 633 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 43,549 5,407 0.37% 0.37% 634 0 0.0% Q2 2026 Jul 21, 2026
DAVIS R M INC History No change 43,336 5,381 0.08% 0.08% 635 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 43,268 5,372 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 43,115 5,353 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 15, 2026
Concord Investment Counsel Inc. History No change 43,657 5,339 1.46% 1.46% 638 0 0.0% Q2 2026 Aug 11, 2026
Verum Partners LLC History No change 42,571 5,286 0.79% 0.79% 639 0 0.0% Q2 2026 Jul 22, 2026
McCarthy Asset Management, Inc. History No change 42,471 5,273 2.5% 2.5% 640 0 0.0% Q2 2026 Aug 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 42,397 5,264 1.95% 1.95% 641 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 42,353 5,258 1.19% 1.19% 642 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 42,269 5,248 0.3% 0.3% 643 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 42,176 5,236 0.14% 0.14% 644 0 0.0% Q2 2026 Jul 07, 2026
Segment Wealth Management, LLC History No change 42,136 5,232 0.27% 0.27% 645 0 0.0% Q2 2026 Jul 16, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 41,871 5,199 1.1% 1.1% 646 0 0.0% Q2 2026 Jul 27, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 41,693 5,177 0.25% 0.25% 647 0 0.0% Q2 2026 Jul 28, 2026
HANCOCK WHITNEY CORP History No change 41,646 5,171 0.09% 0.09% 648 0 0.0% Q2 2026 Aug 14, 2026
SilverOak Wealth Management LLC History No change 41,560 5,160 0.66% 0.66% 649 0 0.0% Q2 2026 Jul 29, 2026
Atlas Brown,Inc. History Reduced 40,783 5,108 1.35% 1.37% 650 -380 -0.92% Q3 2026 Oct 09, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 40,983 5,088 0.31% 0.31% 651 0 0.0% Q2 2026 Aug 07, 2026
Evanson Financial, LLC History No change 40,758 5,060 0.25% 0.25% 652 0 0.0% Q2 2026 Jul 07, 2026
Key FInancial Inc History No change 40,700 5,053 0.83% 0.83% 653 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 40,687 5,052 0.13% 0.13% 654 0 0.0% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 40,623 5,044 0.3% 0.3% 655 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 40,530 5,032 0.58% 0.58% 656 0 0.0% Q2 2026 Jul 24, 2026
Capital Asset Advisory Services LLC History No change 40,308 5,005 0.18% 0.18% 657 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 40,191 4,990 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 39,922 4,957 0.75% 0.75% 659 0 0.0% Q2 2026 Aug 05, 2026
Darwin Wealth Management, LLC History No change 39,829 4,945 1.35% 1.35% 660 0 0.0% Q2 2026 Jul 21, 2026
Etesian Wealth Advisors, Inc. History No change 39,756 4,936 1.46% 1.46% 661 0 0.0% Q2 2026 Jul 23, 2026
Aaron Wealth Advisors LLC History No change 39,718 4,931 0.25% 0.25% 662 0 0.0% Q2 2026 Jul 16, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 39,688 4,928 0.09% 0.09% 663 0 0.0% Q2 2026 Aug 11, 2026
Tandem Financial, LLC History No change 39,682 4,927 1.48% 1.48% 664 0 0.0% Q2 2026 Aug 13, 2026
Enclave Advisors LLC History No change 39,652 4,923 0.62% 0.62% 665 0 0.0% Q2 2026 Jul 14, 2026
Diversified Portfolios, Inc. History No change 39,168 4,863 0.35% 0.35% 666 0 0.0% Q2 2026 Aug 04, 2026
WILLNER & HELLER, LLC History No change 39,027 4,845 3.03% 3.03% 667 0 0.0% Q2 2026 Jul 07, 2026
Sierra Capital LLC History No change 38,872 4,826 0.47% 0.47% 668 0 0.0% Q2 2026 Aug 13, 2026
LEGACY FINANCIAL GROUP, INC. History No change 38,816 4,819 1.12% 1.12% 669 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE TRUST CO NA History No change 38,475 4,777 0.38% 0.38% 670 0 0.0% Q2 2026 Jul 28, 2026
Bouvel Investment Partners, LLC History No change 38,295 4,755 1.08% 1.08% 671 0 0.0% Q2 2026 Jul 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 38,191 4,742 0.32% 0.32% 672 0 0.0% Q2 2026 Aug 05, 2026
Atwater Malick LLC History No change 38,168 4,739 1.03% 1.03% 673 0 0.0% Q2 2026 Jul 27, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 38,153 4,737 1.22% 1.22% 674 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 38,081 4,728 0.25% 0.25% 675 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 38,084 4,728 0.17% 0.17% 676 0 0.0% Q2 2026 Aug 05, 2026
Centerpoint Advisory Group History No change 38,009 4,719 2.99% 2.99% 677 0 0.0% Q2 2026 Jul 29, 2026
BEAM WEALTH ADVISORS, INC. History No change 37,918 4,708 1.04% 1.04% 678 0 0.0% Q2 2026 Jul 29, 2026
RiverFront Investment Group, LLC History No change 37,804 4,694 0.06% 0.06% 679 0 0.0% Q2 2026 Jul 29, 2026
CHILTON INVESTMENT CO INC. History No change 37,798 4,693 0.11% 0.11% 680 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 37,769 4,690 0.99% 0.99% 681 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 37,756 4,688 0.06% 0.06% 682 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 37,618 4,671 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 14, 2026
True Link Financial Advisors, LLC History No change 37,424 4,646 0.27% 0.27% 684 0 0.0% Q2 2026 Jul 31, 2026
Columbus Macro, LLC History No change 37,329 4,635 0.45% 0.45% 685 0 0.0% Q2 2026 Jul 22, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 36,929 4,585 2.98% 2.98% 686 0 0.0% Q2 2026 Jul 28, 2026
jvl associates llc History No change 36,448 4,565 1.31% 1.28% 687 0 0.0% Q3 2026 Oct 09, 2026
Belpointe Asset Management LLC History No change 36,711 4,558 0.15% 0.15% 688 0 0.0% Q2 2026 Jul 31, 2026
Gryphon Financial Partners LLC History No change 36,701 4,557 0.4% 0.4% 689 0 0.0% Q2 2026 Aug 05, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 36,643 4,549 0.42% 0.42% 690 0 0.0% Q2 2026 Jul 09, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 36,470 4,528 0.08% 0.08% 691 0 0.0% Q2 2026 Jul 15, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 36,432 4,523 0.16% 0.16% 692 0 0.0% Q2 2026 Jul 13, 2026
Clark & Stuart, Inc History No change 36,238 4,499 2.82% 2.82% 693 0 0.0% Q2 2026 Jul 13, 2026
Bollard Group LLC History No change 36,092 4,482 0.14% 0.14% 694 0 0.0% Q2 2026 Aug 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 35,948 4,463 0.23% 0.23% 695 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 35,459 4,455 0.23% 0.23% 696 0 0.0% Q2 2026 Aug 14, 2026
Aureum Wealth Management, LLC History No change 35,867 4,453 2.76% 2.76% 697 0 0.0% Q2 2026 Jul 22, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 35,800 4,445 1.59% 1.59% 698 0 0.0% Q2 2026 Jul 21, 2026
KDK Private Wealth Management, LLC History No change 35,727 4,436 3.68% 3.68% 699 0 0.0% Q2 2026 Aug 12, 2026
Annex Advisory Services, LLC History No change 35,687 4,431 0.08% 0.08% 700 0 0.0% Q2 2026 Jul 10, 2026
Evergreen Wealth Partners LLC History No change 35,566 4,416 2.65% 2.65% 701 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 35,537 4,412 0.89% 0.89% 702 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 35,471 4,404 0.11% 0.11% 703 0 0.0% Q2 2026 Aug 05, 2026
GenWealth Group, Inc. History No change 35,423 4,398 0.69% 0.69% 704 0 0.0% Q2 2026 Jul 10, 2026
Permanent Capital Management, LP History No change 35,109 4,359 0.58% 0.58% 705 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 35,068 4,354 0.89% 0.89% 706 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 35,822 4,347 0.08% 0.08% 707 0 0.0% Q2 2026 Jul 27, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 35,001 4,346 2.16% 2.16% 708 0 0.0% Q2 2026 Jul 07, 2026
Clarion Wealth Managment Partners, LLC History No change 34,983 4,343 3.51% 3.51% 709 0 0.0% Q2 2026 Aug 12, 2026
DeLarme Wealth Management, Inc. History No change 34,794 4,320 2.5% 2.5% 710 0 0.0% Q2 2026 Aug 10, 2026
Nolet Wealth Management, LLC History No change 34,688 4,307 2.38% 2.38% 711 0 0.0% Q2 2026 Jul 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 34,574 4,293 0.49% 0.49% 712 0 0.0% Q2 2026 Jul 10, 2026
Quotient Wealth Partners, LLC History No change 34,500 4,283 0.1% 0.1% 713 0 0.0% Q2 2026 Aug 03, 2026
Mainstream Capital Management LLC History No change 34,265 4,254 2.56% 2.56% 714 0 0.0% Q2 2026 Jul 15, 2026
Founders Financial Alliance, LLC History No change 34,182 4,244 0.56% 0.56% 715 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 34,151 4,240 0.19% 0.19% 716 0 0.0% Q2 2026 Jul 23, 2026
Wharton Business Group, LLC History No change 34,088 4,232 0.14% 0.14% 717 0 0.0% Q2 2026 Aug 10, 2026
SVB WEALTH LLC History No change 34,040 4,226 0.27% 0.27% 718 0 0.0% Q2 2026 Jul 17, 2026
MILLENNIUM MANAGEMENT LLC History No change 33,944 4,214 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 33,736 4,188 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 33,438 4,152 0.07% 0.07% 721 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 33,750 4,150 0.01% 0.01% 722 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 33,322 4,137 0.04% 0.04% 723 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 33,284 4,132 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 33,195 4,121 0.34% 0.34% 725 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 33,160 4,117 0.51% 0.51% 726 0 0.0% Q2 2026 Aug 26, 2026
ANCHYRA PARTNERS LLC History No change 33,120 4,112 0.99% 0.99% 727 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Planning Group, LLC History No change 33,033 4,101 1.31% 1.31% 728 0 0.0% Q2 2026 Jul 31, 2026
PGIM Custom Harvest LLC History No change 32,870 4,081 0.05% 0.05% 729 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 32,779 4,070 0.21% 0.21% 730 0 0.0% Q2 2026 Jul 29, 2026
Independence Bank of Kentucky History No change 32,781 4,070 0.46% 0.46% 731 0 0.0% Q2 2026 Jul 13, 2026
Quantum Portfolio Management LLC History No change 32,702 4,060 1.46% 1.46% 732 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 32,560 4,042 0.63% 0.63% 733 0 0.0% Q2 2026 Aug 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 32,361 4,018 2.41% 2.41% 734 0 0.0% Q2 2026 Jul 29, 2026
GREENLEAF TRUST History No change 32,344 4,016 0.04% 0.04% 735 0 0.0% Q2 2026 Jul 21, 2026
Towerpoint Wealth, LLC History No change 32,264 4,006 1.39% 1.39% 736 0 0.0% Q2 2026 Jul 09, 2026
SouthState Bank Corp History No change 32,209 3,999 0.17% 0.17% 737 0 0.0% Q2 2026 Aug 06, 2026
INTEGRITY ALLIANCE, LLC. History No change 32,190 3,997 0.12% 0.12% 738 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial Strategies, Inc. History No change 32,107 3,986 0.28% 0.28% 739 0 0.0% Q2 2026 Jul 24, 2026
Argyle Capital Partners, LLC History No change 32,103 3,986 2.51% 2.51% 740 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 32,038 3,978 0.05% 0.05% 741 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 32,001 3,973 0.03% 0.03% 742 0 0.0% Q2 2026 Sep 23, 2026
Capital Investment Advisory Services, LLC History No change 31,972 3,969 0.24% 0.24% 743 0 0.0% Q2 2026 Jul 23, 2026
Sendero Wealth Management, LLC History No change 31,936 3,965 0.39% 0.39% 744 0 0.0% Q2 2026 Aug 04, 2026
IFC Advisors LLC History No change 31,936 3,965 0.5% 0.5% 745 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 31,880 3,958 0.71% 0.71% 746 0 0.0% Q2 2026 Aug 04, 2026
Ducere Wealth Management LLC History No change 31,783 3,946 1.19% 1.19% 747 0 0.0% Q2 2026 Jul 28, 2026
Goelzer Investment Management, Inc. History No change 31,750 3,942 0.17% 0.17% 748 0 0.0% Q2 2026 Jul 14, 2026
Mechanics Bank Trust Department History No change 31,724 3,939 0.49% 0.49% 749 0 0.0% Q2 2026 Jul 07, 2026
Strive Financial Group ,LLC History No change 31,507 3,912 1.7% 1.7% 750 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 31,463 3,906 0.22% 0.22% 751 0 0.0% Q2 2026 Aug 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 31,019 3,885 0.76% 0.81% 753 +457 1.5% Q3 2026 Oct 05, 2026
Meridian Wealth Management, LLC History No change 31,049 3,885 0.12% 0.12% 752 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 31,231 3,877 0.33% 0.33% 754 0 0.0% Q2 2026 Jul 08, 2026
PAX Financial Group, LLC History No change 31,204 3,874 0.58% 0.58% 755 0 0.0% Q2 2026 Aug 05, 2026
Pachira Investments Inc. History No change 31,198 3,873 1.46% 1.46% 756 0 0.0% Q2 2026 Jul 17, 2026
Retirement Management Systems Inc. History No change 31,155 3,868 0.79% 0.79% 757 0 0.0% Q2 2026 Jul 21, 2026
Glass Jacobson Investment Advisors llc History No change 31,104 3,862 1.2% 1.2% 758 0 0.0% Q2 2026 Jul 30, 2026
Goodman Financial Corp History No change 31,096 3,861 0.6% 0.6% 759 0 0.0% Q2 2026 Jul 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 30,886 3,835 0.08% 0.08% 760 0 0.0% Q2 2026 Jul 17, 2026
Soltis Investment Advisors LLC History No change 30,881 3,834 0.21% 0.21% 761 0 0.0% Q2 2026 Jul 31, 2026
InvesTrust History No change 30,824 3,827 1.47% 1.47% 762 0 0.0% Q2 2026 Jul 14, 2026
MERIDIAN MANAGEMENT CO History No change 30,620 3,802 0.85% 0.85% 763 0 0.0% Q2 2026 Aug 04, 2026
Redhawk Wealth Advisors, Inc. History No change 30,483 3,785 0.37% 0.37% 764 0 0.0% Q2 2026 Jul 09, 2026
Ausdal Financial Partners, Inc. History No change 30,470 3,783 0.15% 0.15% 765 0 0.0% Q2 2026 Aug 14, 2026
ICONIQ Capital, LLC History No change 30,332 3,766 0.11% 0.11% 766 0 0.0% Q2 2026 Aug 13, 2026
Family Capital Management, Inc. History No change 30,330 3,766 1.46% 1.46% 767 0 0.0% Q2 2026 Jul 31, 2026
Brightwater Advisory LLC History No change 30,268 3,758 2.37% 2.37% 768 0 0.0% Q2 2026 Aug 07, 2026
CIBC Asset Management Inc History No change 30,138 3,742 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 03, 2026
Perennial Investment Advisors, LLC History No change 30,085 3,735 0.25% 0.25% 770 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 29,969 3,721 0.74% 0.74% 771 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIENT ADVISORS LLC History No change 29,962 3,720 0.53% 0.53% 772 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 29,678 3,685 0.31% 0.31% 773 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 29,644 3,680 0.05% 0.05% 774 0 0.0% Q2 2026 Aug 18, 2026
Bogart Wealth, LLC History No change 29,476 3,660 0.13% 0.13% 775 0 0.0% Q2 2026 Jul 24, 2026
MBL Wealth, LLC History No change 29,468 3,658 0.25% 0.25% 776 0 0.0% Q2 2026 Jul 15, 2026
Kapstone Financial Advisors LLC History No change 29,236 3,630 1.52% 1.52% 777 0 0.0% Q2 2026 Aug 07, 2026
Baron Financial Group, LLC History Reduced 28,952 3,626 1.77% 1.72% 778 -120 -0.41% Q3 2026 Oct 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 28,892 3,619 0.31% 0.31% 779 -348 -1.19% Q3 2026 Oct 07, 2026
Certified Advisory Corp History No change 29,088 3,611 0.29% 0.29% 780 0 0.0% Q2 2026 Jul 16, 2026
Ehrenkranz Partners L.P. History No change 29,042 3,606 2.08% 2.08% 781 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 28,775 3,604 1.01% 1.07% 782 +15 0.05% Q3 2026 Oct 07, 2026
Klingman & Associates, LLC History No change 28,958 3,595 0.15% 0.15% 783 0 0.0% Q2 2026 Jul 29, 2026
FIRST UNITED BANK & TRUST History No change 28,950 3,594 1.03% 1.03% 784 0 0.0% Q2 2026 Jul 20, 2026
BURLING WEALTH PARTNERS, LLC History No change 28,943 3,593 0.53% 0.53% 785 0 0.0% Q2 2026 Aug 04, 2026
Premier Path Wealth Partners, LLC History No change 28,890 3,587 0.41% 0.41% 786 0 0.0% Q2 2026 Jul 21, 2026
Empower Advisory Group, LLC History No change 28,846 3,581 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 12, 2026
Towercrest Capital Management History No change 28,805 3,576 0.5% 0.5% 788 0 0.0% Q2 2026 Aug 03, 2026
MIDDLETON & CO INC/MA History No change 28,793 3,575 0.38% 0.38% 789 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 28,717 3,565 0.14% 0.14% 790 0 0.0% Q2 2026 Jul 22, 2026
Wealth Dimensions Group, Ltd. History No change 28,602 3,551 0.64% 0.64% 791 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 28,597 3,550 0.06% 0.06% 792 0 0.0% Q2 2026 Aug 11, 2026
Frank, Rimerman Advisors LLC History No change 28,568 3,547 0.2% 0.2% 793 0 0.0% Q2 2026 Jul 27, 2026
Biltmore Family Office, LLC History No change 28,464 3,534 0.46% 0.46% 794 0 0.0% Q2 2026 Aug 12, 2026
Texas Bank & Trust Co History No change 28,463 3,534 1.16% 1.16% 795 0 0.0% Q2 2026 Jul 31, 2026
ProVise Management Group, LLC History No change 28,428 3,529 0.24% 0.24% 796 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History No change 28,289 3,512 0.19% 0.19% 797 0 0.0% Q2 2026 Jul 27, 2026
Q3 Asset Management History No change 28,262 3,509 0.64% 0.64% 798 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 28,198 3,501 0.02% 0.02% 799 0 0.0% Q2 2026 Jul 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 28,200 3,501 0.21% 0.21% 800 0 0.0% Q2 2026 Jul 31, 2026
Ramirez Asset Management, Inc. History No change 28,200 3,501 0.36% 0.36% 801 0 0.0% Q2 2026 Aug 13, 2026
GGM Financial LLC History No change 28,026 3,480 1.32% 1.32% 802 0 0.0% Q2 2026 Jul 23, 2026
ELEMENT POINTE ADVISORS, LLC History No change 27,972 3,473 0.56% 0.56% 803 0 0.0% Q2 2026 Aug 07, 2026
Lee, Kelleher & Klein Wealth Management History Reduced 27,666 3,465 1.78% 1.8% 804 -40 -0.14% Q3 2026 Oct 08, 2026
Azimuth Capital Investment Management LLC History No change 27,856 3,458 0.12% 0.12% 805 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 27,783 3,449 0.55% 0.55% 806 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 27,747 3,445 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL TRUST CO History No change 27,639 3,431 0.12% 0.12% 808 0 0.0% Q2 2026 Jul 30, 2026
Cypress Capital Group History No change 27,528 3,418 0.32% 0.32% 809 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 27,507 3,415 0.18% 0.18% 810 0 0.0% Q2 2026 Jul 29, 2026
CULLINAN ASSOCIATES INC History No change 27,460 3,409 0.26% 0.26% 811 0 0.0% Q2 2026 Jul 29, 2026
Tilson Financial Group, Inc. History No change 27,440 3,407 0.94% 0.94% 812 0 0.0% Q2 2026 Jul 27, 2026
FIRST TRUST ADVISORS LP History No change 27,281 3,387 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 27,091 3,363 0.1% 0.1% 814 0 0.0% Q2 2026 Jul 09, 2026
General Partner, Inc. History No change 26,784 3,354 1.8% 1.79% 815 0 0.0% Q3 2026 Oct 05, 2026
Weaver Capital Management LLC History No change 7,858 3,350 0.74% 0.74% 816 0 0.0% Q2 2026 Jul 30, 2026
Sharkey, Howes & Javer History No change 26,963 3,348 0.4% 0.4% 817 0 0.0% Q2 2026 Jul 09, 2026
NFSG Corp History No change 26,935 3,344 0.41% 0.41% 818 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 26,871 3,336 0.37% 0.37% 819 0 0.0% Q2 2026 Jul 09, 2026
TUDOR INVESTMENT CORP ET AL History No change 26,800 3,327 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 26,489 3,318 0.21% 0.21% 821 +1,821 7.38% Q3 2026 Oct 08, 2026
Fund Evaluation Group, LLC History No change 26,616 3,304 0.09% 0.09% 822 0 0.0% Q2 2026 Aug 07, 2026
Alliance Wealth Management Group History No change 26,552 3,296 0.64% 0.64% 823 0 0.0% Q2 2026 Aug 04, 2026
ASPIRIANT, LLC History No change 26,435 3,282 0.08% 0.08% 824 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History No change 26,412 3,279 0.21% 0.21% 825 0 0.0% Q2 2026 Aug 04, 2026
INSIGHT 2811, INC. History No change 26,212 3,254 1.26% 1.26% 826 0 0.0% Q2 2026 Aug 11, 2026
FORMULATE FINANCIAL LLC History No change 26,141 3,245 3.42% 3.42% 827 0 0.0% Q2 2026 Jul 31, 2026
OARSMAN CAPITAL, INC. History No change 26,115 3,242 0.34% 0.34% 828 0 0.0% Q2 2026 Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 26,116 3,242 1.04% 1.04% 829 0 0.0% Q2 2026 Jul 17, 2026
BECKER CAPITAL MANAGEMENT INC History No change 26,093 3,239 0.09% 0.09% 830 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Advisors Inc. History No change 26,036 3,232 0.56% 0.56% 831 0 0.0% Q2 2026 Jul 16, 2026
Capital Analysts, LLC History No change 25,811 3,205 0.07% 0.07% 832 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 25,793 3,202 0.15% 0.15% 833 0 0.0% Q2 2026 Jul 28, 2026
Radnor Capital Management, LLC History No change 25,772 3,200 0.45% 0.45% 834 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Wealth Management, LLC History No change 25,738 3,195 0.14% 0.14% 835 0 0.0% Q2 2026 Jul 22, 2026
Cannell & Spears LLC History No change 25,661 3,186 0.06% 0.06% 836 0 0.0% Q2 2026 Aug 11, 2026
Allegheny Financial Group History No change 25,573 3,175 0.34% 0.34% 837 0 0.0% Q2 2026 Jul 22, 2026
WealthShield Partners, LLC History No change 25,503 3,166 0.48% 0.48% 838 0 0.0% Q2 2026 Aug 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 25,027 3,134 0.09% 0.09% 839 -151 -0.6% Q3 2026 Oct 05, 2026
INVESTED ADVISORS History No change 25,091 3,115 2.75% 2.75% 840 0 0.0% Q2 2026 Aug 04, 2026
Forum Finance Group S.A. History No change 30,964 3,107 1.12% 1.12% 841 0 0.0% Q2 2026 Aug 14, 2026
Moss Adams Wealth Advisors LLC History No change 24,900 3,091 0.19% 0.19% 842 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 24,884 3,089 0.05% 0.05% 843 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 24,743 3,072 0.22% 0.22% 844 0 0.0% Q2 2026 Jul 23, 2026
Granite Harbor Advisors, Inc. History No change 24,730 3,070 1.21% 1.21% 845 0 0.0% Q2 2026 Jul 31, 2026
Addison Capital Co History No change 24,718 3,069 0.5% 0.5% 846 0 0.0% Q2 2026 Aug 04, 2026
Betterment LLC History No change 24,645 3,060 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 24,588 3,053 0.04% 0.04% 848 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL SECURITIES, INC. History No change 24,579 3,051 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 04, 2026
Capital Group Private Client Services, Inc. History No change 24,456 3,036 0.04% 0.04% 850 0 0.0% Q2 2026 Aug 12, 2026
Partnership Wealth Management, LLC History Reduced 24,237 3,035 2.17% 2.15% 851 -1,410 -5.5% Q3 2026 Oct 05, 2026
Proactive Wealth Strategies LLC History No change 24,327 3,020 0.48% 0.48% 852 0 0.0% Q2 2026 Aug 10, 2026
Cascade Financial Partners, LLC History No change 24,224 3,007 0.26% 0.26% 853 0 0.0% Q2 2026 Aug 04, 2026
Intelligence Driven Advisers, LLC History Added to 24,000 3,006 0.52% 0.47% 854 +539 2.3% Q3 2026 Oct 09, 2026
CGN Advisors LLC History No change 24,188 3,003 0.22% 0.22% 855 0 0.0% Q2 2026 Jul 06, 2026
Wescott Financial Advisory Group, LLC History No change 24,062 2,987 0.23% 0.23% 856 0 0.0% Q2 2026 Aug 04, 2026
ALM First Financial Advisors, LLC History No change 23,980 2,977 0.5% 0.5% 857 0 0.0% Q2 2026 Jul 10, 2026
Brady Martz Wealth Solutions, LLC History No change 23,976 2,977 0.45% 0.45% 858 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 23,967 2,976 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 06, 2026
Independent Solutions Wealth Management, LLC History No change 23,939 2,972 0.39% 0.39% 860 0 0.0% Q2 2026 Jul 29, 2026
WealthBridge Capital Management, LLC History No change 23,863 2,963 0.59% 0.59% 861 0 0.0% Q2 2026 Jul 24, 2026
Beaton Management Co. Inc. History No change 23,840 2,960 1.21% 1.21% 862 0 0.0% Q2 2026 Aug 07, 2026
Cloud Capital Management, LLC History No change 23,840 2,959 1.08% 1.08% 863 0 0.0% Q2 2026 Aug 13, 2026
Auour Investments LLC History No change 23,815 2,957 0.85% 0.85% 864 0 0.0% Q2 2026 Jul 21, 2026
Chesley Taft & Associates LLC History No change 23,684 2,940 0.11% 0.11% 865 0 0.0% Q2 2026 Jul 08, 2026
Independent Advisor Alliance History No change 23,662 2,938 0.07% 0.07% 866 0 0.0% Q2 2026 Aug 12, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 23,656 2,937 0.15% 0.15% 867 0 0.0% Q2 2026 Jul 20, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 6,247 2,931 0.8% 0.8% 868 0 0.0% Q2 2026 Jul 24, 2026
James J. Burns & Company, LLC History No change 23,557 2,925 0.32% 0.32% 869 0 0.0% Q2 2026 Aug 06, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 23,144 2,873 0.59% 0.59% 870 0 0.0% Q2 2026 Jul 17, 2026
Wick Capital Partners, LLC History No change 22,987 2,854 0.43% 0.43% 871 0 0.0% Q2 2026 Aug 14, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 22,980 2,853 1.42% 1.42% 872 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 22,929 2,847 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 22,914 2,845 0.64% 0.64% 874 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 22,809 2,832 0.17% 0.17% 875 0 0.0% Q2 2026 Aug 11, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 22,796 2,830 1.39% 1.39% 876 0 0.0% Q2 2026 Jul 21, 2026
Caldwell Trust Co History No change 22,601 2,806 0.23% 0.23% 877 0 0.0% Q2 2026 Aug 03, 2026
Texas Capital Bank Wealth Management Services Inc History No change 22,589 2,804 0.15% 0.15% 878 0 0.0% Q2 2026 Aug 07, 2026
Obermeyer Wealth Partners History No change 22,508 2,794 0.11% 0.11% 879 0 0.0% Q2 2026 Jul 29, 2026
Perissos Private Wealth Management, LLC History No change 22,403 2,781 1.88% 1.88% 880 0 0.0% Q2 2026 Aug 13, 2026
Blankinship & Foster, LLC History No change 22,318 2,771 0.56% 0.56% 881 0 0.0% Q2 2026 Jul 30, 2026
Detalus Advisors, LLC History No change 22,311 2,770 0.54% 0.54% 882 0 0.0% Q2 2026 Jul 27, 2026
Trust Co of the South History No change 22,240 2,761 0.39% 0.39% 883 0 0.0% Q2 2026 Jul 01, 2026
SANDS CAPITAL MANAGEMENT, LLC History No change 22,200 2,756 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 13, 2026
Balentine LLC History No change 22,140 2,749 0.1% 0.1% 885 0 0.0% Q2 2026 Aug 06, 2026
Nest Investments, LLC History No change 21,954 2,726 2.07% 2.07% 886 0 0.0% Q2 2026 Aug 14, 2026
JP Wealth Management, Inc. History No change 21,600 2,705 1.71% 1.69% 887 0 0.0% Q3 2026 Oct 07, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 23,170 2,696 2.02% 2.02% 888 0 0.0% Q2 2026 Jul 30, 2026
LEE DANNER & BASS INC History No change 21,696 2,693 0.16% 0.16% 889 0 0.0% Q2 2026 Jul 21, 2026
Investment Advisory Group, LLC History No change 21,642 2,687 0.58% 0.58% 890 0 0.0% Q2 2026 Aug 06, 2026
Legacy Trust History No change 21,501 2,669 0.47% 0.47% 891 0 0.0% Q2 2026 Jul 31, 2026
NorthCoast Asset Management LLC History No change 21,471 2,666 0.06% 0.06% 892 0 0.0% Q2 2026 Aug 12, 2026
Index Technologies Group LLC History No change 21,466 2,665 2.13% 2.13% 893 0 0.0% Q2 2026 Aug 14, 2026
Old Mission Investment Co LLC History No change 21,426 2,660 0.55% 0.55% 894 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 21,420 2,659 0.34% 0.34% 895 0 0.0% Q2 2026 Jul 30, 2026
Main Street Financial Solutions, LLC History No change 21,402 2,657 0.17% 0.17% 896 0 0.0% Q2 2026 Aug 07, 2026
Sterling Investment Counsel, LLC History No change 21,357 2,651 0.62% 0.62% 897 0 0.0% Q2 2026 Jul 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 21,508 2,645 0.16% 0.16% 898 0 0.0% Q2 2026 Jul 22, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 21,265 2,640 1.29% 1.29% 899 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 21,105 2,620 0.19% 0.19% 900 0 0.0% Q2 2026 Jul 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 21,100 2,619 0.1% 0.1% 901 0 0.0% Q2 2026 Aug 14, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Reduced 20,885 2,616 1.88% 1.89% 903 -887 -4.07% Q3 2026 Oct 08, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 21,074 2,616 0.33% 0.33% 902 0 0.0% Q2 2026 Aug 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 20,862 2,613 0.03% 0.03% 904 +1,202 6.11% Q3 2026 Oct 05, 2026
BEARING POINT CAPITAL, LLC History No change 20,964 2,603 0.35% 0.35% 905 0 0.0% Q2 2026 Aug 11, 2026
RKL Wealth Management LLC History No change 20,780 2,580 0.21% 0.21% 906 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 20,745 2,575 0.12% 0.12% 907 0 0.0% Q2 2026 Aug 06, 2026
Palisade Asset Management, LLC History No change 20,716 2,572 0.24% 0.24% 908 0 0.0% Q2 2026 Jul 20, 2026
Florida Trust Wealth Management Co History No change 20,693 2,569 0.06% 0.06% 909 0 0.0% Q2 2026 Jul 27, 2026
Investmark Advisory Group LLC History No change 20,691 2,569 0.98% 0.98% 910 0 0.0% Q2 2026 Aug 07, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 20,692 2,569 1.94% 1.94% 911 0 0.0% Q2 2026 Aug 07, 2026
Sentinel Advisory Group, LLC History No change 20,652 2,564 1.05% 1.05% 912 0 0.0% Q2 2026 Jul 23, 2026
Plan Group Financial, LLC History No change 20,555 2,552 0.53% 0.53% 913 0 0.0% Q2 2026 Aug 03, 2026
Providence Capital Advisors, LLC History No change 20,541 2,550 0.39% 0.39% 914 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 20,458 2,540 0.09% 0.09% 915 0 0.0% Q2 2026 Jul 24, 2026
Symphony Financial Services, Inc. History No change 20,451 2,539 1.14% 1.14% 916 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Group, LLC History No change 20,406 2,533 0.15% 0.15% 917 0 0.0% Q2 2026 Jul 27, 2026
Acropolis Investment Management, LLC History No change 20,196 2,529 0.1% 0.1% 918 0 0.0% Q3 2026 Oct 08, 2026
IFG Advisors, LLC History No change 20,359 2,527 0.35% 0.35% 919 0 0.0% Q2 2026 Jul 22, 2026
Trademark Financial Management, LLC History No change 20,345 2,526 1.03% 1.03% 920 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 20,517 2,524 0.21% 0.21% 921 0 0.0% Q2 2026 Aug 07, 2026
Tarbox Family Office, Inc. History No change 20,298 2,520 0.36% 0.36% 922 0 0.0% Q2 2026 Aug 03, 2026
Thrive Wealth Management, LLC History No change 20,236 2,512 0.32% 0.32% 923 0 0.0% Q2 2026 Jul 07, 2026
CCG WEALTH MANAGEMENT, LLC History No change 20,200 2,508 0.58% 0.58% 924 0 0.0% Q2 2026 Aug 07, 2026
Tassel Capital Management, Inc. History No change 20,162 2,503 1.17% 1.17% 925 0 0.0% Q2 2026 Aug 07, 2026
Robinson Value Management, Ltd. History No change 19,965 2,479 1.33% 1.33% 926 0 0.0% Q2 2026 Aug 10, 2026
Great Waters Wealth Management History Reduced 19,755 2,474 0.22% 0.23% 928 -267 -1.33% Q3 2026 Oct 07, 2026
WEST MICHIGAN ADVISORS, LLC History No change 19,929 2,474 0.47% 0.47% 927 0 0.0% Q2 2026 Aug 21, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 19,908 2,472 0.21% 0.21% 929 0 0.0% Q2 2026 Jul 09, 2026
Cannon Financial Strategists, Inc. History No change 19,871 2,467 0.28% 0.28% 930 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 19,836 2,463 0.88% 0.88% 931 0 0.0% Q2 2026 Jul 21, 2026
Performance Wealth Partners, LLC History No change 19,843 2,463 0.06% 0.06% 932 0 0.0% Q2 2026 Aug 07, 2026
Tranquility Partners, LLC History No change 19,794 2,457 0.84% 0.84% 933 0 0.0% Q2 2026 Jul 23, 2026
Waterloo Capital, L.P. History No change 19,769 2,454 0.14% 0.14% 934 0 0.0% Q2 2026 Jul 29, 2026
Grant Street Asset Management, Inc. History No change 19,691 2,445 0.4% 0.4% 935 0 0.0% Q2 2026 Aug 05, 2026
Trilogy Capital Inc. History No change 19,673 2,442 0.09% 0.09% 936 0 0.0% Q2 2026 Jul 02, 2026
Stonebridge Financial Group, LLC / MO History No change 19,539 2,426 1.61% 1.61% 937 0 0.0% Q2 2026 Jul 24, 2026
SALEM INVESTMENT COUNSELORS INC History No change 19,476 2,418 0.06% 0.06% 938 0 0.0% Q2 2026 Jul 14, 2026
Archer Investment Corp History No change 19,468 2,417 0.48% 0.48% 939 0 0.0% Q2 2026 Aug 03, 2026
Colonial Trust Co / SC History No change 19,459 2,416 0.31% 0.31% 940 0 0.0% Q2 2026 Aug 11, 2026
Wealth Analytics Partners, LLC History No change 19,522 2,405 0.87% 0.87% 941 0 0.0% Q2 2026 Jul 16, 2026
Petix & Botte Co History No change 19,348 2,402 0.48% 0.48% 942 0 0.0% Q2 2026 Aug 04, 2026
Accurate Wealth Management, LLC History No change 19,369 2,400 0.23% 0.23% 943 0 0.0% Q2 2026 Jul 14, 2026
Global Trust Wealth Management LLC History No change 19,321 2,399 1.65% 1.65% 944 0 0.0% Q2 2026 Jul 16, 2026
BOK Financial Private Wealth, Inc. History No change 19,277 2,393 0.12% 0.12% 945 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 19,262 2,391 1.66% 1.66% 946 0 0.0% Q2 2026 Jul 27, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 19,136 2,376 0.45% 0.45% 947 0 0.0% Q2 2026 Jul 13, 2026
Biondo Investment Advisors, LLC History No change 19,132 2,375 0.29% 0.29% 948 0 0.0% Q2 2026 Aug 13, 2026
Morton Capital Management LLC/CA History No change 19,078 2,368 0.32% 0.32% 949 0 0.0% Q2 2026 Jul 23, 2026
PlanVest Financial, Inc History No change 19,048 2,365 1.58% 1.58% 950 0 0.0% Q2 2026 Aug 10, 2026
MMA ASSET MANAGEMENT LLC History No change 19,032 2,363 0.75% 0.75% 951 0 0.0% Q2 2026 Aug 04, 2026
Boyer Financial Services, Inc. History No change 19,488 2,361 1.99% 1.99% 952 0 0.0% Q2 2026 Jul 17, 2026
Tower Research Capital LLC (TRC) History No change 18,884 2,344 0.06% 0.06% 953 0 0.0% Q2 2026 Aug 11, 2026
Turtle Creek Wealth Advisors, LLC History No change 18,800 2,334 0.12% 0.12% 954 0 0.0% Q2 2026 Jul 27, 2026
Fortis Capital Advisors, LLC History No change 18,781 2,332 0.26% 0.26% 955 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 18,776 2,331 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 03, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 18,748 2,327 0.5% 0.5% 957 0 0.0% Q2 2026 Jul 15, 2026
Glassman Wealth Services History No change 18,716 2,324 0.28% 0.28% 958 0 0.0% Q2 2026 Aug 05, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 18,664 2,317 0.09% 0.09% 959 0 0.0% Q2 2026 Jul 16, 2026
RASP WEALTH SOLUTIONS, LLC History No change 18,603 2,309 0.77% 0.77% 960 0 0.0% Q2 2026 Aug 11, 2026
Bensler, LLC History No change 18,569 2,305 0.2% 0.2% 961 0 0.0% Q2 2026 Jul 23, 2026
Alamar Capital Management, LLC History No change 18,502 2,297 1.16% 1.16% 962 0 0.0% Q2 2026 Aug 07, 2026
Clifford Group, LLC History No change 18,497 2,296 1.59% 1.59% 963 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 18,463 2,292 1.0% 1.0% 964 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 18,458 2,291 0.07% 0.07% 965 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Planning Group LLC History No change 18,883 2,283 0.29% 0.29% 966 0 0.0% Q2 2026 Jul 29, 2026
Thomasville National Bank History No change 18,356 2,279 0.13% 0.13% 967 0 0.0% Q2 2026 Jul 20, 2026
Boston Partners History No change 18,300 2,272 0.0% 0.0% 968 0 0.0% Q2 2026 Aug 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 18,292 2,271 0.03% 0.03% 969 0 0.0% Q2 2026 Aug 11, 2026
Clearwave Capital, LLC History No change 18,280 2,269 1.25% 1.25% 970 0 0.0% Q2 2026 Jul 17, 2026
Bedel Financial Consulting, Inc. History No change 18,197 2,259 0.21% 0.21% 971 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 18,125 2,250 0.15% 0.15% 972 0 0.0% Q2 2026 Aug 04, 2026
Emprise Bank History No change 17,881 2,239 0.86% 0.82% 973 0 0.0% Q3 2026 Oct 07, 2026
Monument Capital Management History Reduced 17,871 2,238 0.47% 2.1% 974 -66,177 -78.74% Q3 2026 Oct 08, 2026
One Day In July LLC History No change 17,933 2,226 0.15% 0.15% 975 0 0.0% Q2 2026 Aug 03, 2026
CARDIFF PARK ADVISORS, LLC History No change 17,893 2,221 0.17% 0.17% 976 0 0.0% Q2 2026 Aug 14, 2026
Insight Inv LLC History No change 17,790 2,209 1.04% 1.04% 977 0 0.0% Q2 2026 Jul 23, 2026
Park Place Capital Corp History No change 17,686 2,196 0.35% 0.35% 978 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 17,684 2,195 0.18% 0.18% 979 0 0.0% Q2 2026 Jul 31, 2026
VeraBank, N.A. History No change 17,672 2,194 0.36% 0.36% 980 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Advisors LLC History No change 4,621 2,187 1.87% 1.87% 981 0 0.0% Q2 2026 Aug 07, 2026
Curated Wealth Partners LLC History No change 17,572 2,181 0.25% 0.25% 982 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History No change 17,516 2,174 0.16% 0.16% 983 0 0.0% Q2 2026 Jul 24, 2026
HMS Capital Management, LLC History No change 17,484 2,170 0.81% 0.81% 984 0 0.0% Q2 2026 Jul 21, 2026
ROCKLAND TRUST CO History Reduced 17,274 2,163 0.08% 0.09% 985 -646 -3.6% Q3 2026 Oct 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 17,396 2,160 0.24% 0.24% 986 0 0.0% Q2 2026 Jul 29, 2026
Roehl & Yi Investment Advisors, LLC History No change 17,391 2,159 0.71% 0.71% 987 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 17,376 2,157 0.02% 0.02% 988 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History No change 17,360 2,156 0.84% 0.84% 989 0 0.0% Q2 2026 Jul 20, 2026
Cooper Financial Group History Added to 17,166 2,150 0.17% 0.18% 990 +115 0.67% Q3 2026 Oct 07, 2026
Secure Asset Management, LLC History No change 17,317 2,150 0.3% 0.3% 991 0 0.0% Q2 2026 Jul 15, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 17,232 2,139 0.63% 0.63% 992 0 0.0% Q2 2026 Jul 31, 2026
HHM Wealth Advisors, LLC History No change 17,220 2,138 0.21% 0.21% 993 0 0.0% Q2 2026 Jul 13, 2026
Cascade Wealth Advisors, Inc History No change 17,116 2,132 0.86% 0.86% 994 0 0.0% Q2 2026 Aug 10, 2026
SFMG, LLC History No change 17,087 2,121 0.13% 0.13% 995 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 17,077 2,120 0.13% 0.13% 996 0 0.0% Q2 2026 Jul 30, 2026
Cedarwood Wealth LLC History No change 17,030 2,114 1.6% 1.6% 997 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 16,953 2,105 0.08% 0.08% 998 0 0.0% Q2 2026 Jul 23, 2026
Allodium Investment Consultants, LLC History No change 16,944 2,103 0.89% 0.89% 999 0 0.0% Q2 2026 Jul 14, 2026
Latitude Advisors, LLC History No change 16,836 2,090 0.83% 0.83% 1000 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 16,824 2,089 0.22% 0.22% 1001 0 0.0% Q2 2026 Jul 27, 2026
ZWJ INVESTMENT COUNSEL INC History No change 16,812 2,087 0.07% 0.07% 1002 0 0.0% Q2 2026 Jul 16, 2026
BSW Wealth Partners History No change 16,806 2,086 0.23% 0.23% 1003 0 0.0% Q2 2026 Jul 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 16,747 2,079 0.02% 0.02% 1004 0 0.0% Q2 2026 Jul 30, 2026
ROMAN BUTLER FULLERTON & CO History No change 17,026 2,070 0.49% 0.49% 1005 0 0.0% Q2 2026 Aug 06, 2026
Essex Bank History No change 16,620 2,063 0.45% 0.45% 1006 0 0.0% Q2 2026 Jul 23, 2026
Empowered Funds, LLC History No change 16,599 2,061 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 14, 2026
Raab & Moskowitz Asset Management LLC History No change 16,588 2,059 0.41% 0.41% 1008 0 0.0% Q2 2026 Jul 28, 2026
Financial Perspectives, Inc History No change 16,577 2,058 0.5% 0.5% 1009 0 0.0% Q2 2026 Jul 24, 2026
Brown Financial Advisory History No change 16,563 2,056 0.86% 0.86% 1010 0 0.0% Q2 2026 Jul 28, 2026
Columbia Bank History No change 16,538 2,053 0.46% 0.46% 1011 0 0.0% Q2 2026 Jul 24, 2026
RiverGlades Family Offices LLC History No change 16,528 2,052 0.94% 0.94% 1012 0 0.0% Q2 2026 Aug 10, 2026
BEACON FINANCIAL GROUP History No change 16,518 2,051 0.19% 0.19% 1013 0 0.0% Q2 2026 Jul 16, 2026
Broadview Financial Management, LLC History No change 16,499 2,048 1.25% 1.25% 1014 0 0.0% Q2 2026 Aug 12, 2026
S.A. Mason LLC History No change 16,464 2,044 0.63% 0.63% 1015 0 0.0% Q2 2026 Jul 31, 2026
Avestar Capital, LLC History No change 16,372 2,032 0.11% 0.11% 1016 0 0.0% Q2 2026 Jul 29, 2026
Beacon Financial Advisory LLC History No change 16,362 2,031 0.4% 0.4% 1017 0 0.0% Q2 2026 Aug 05, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 16,324 2,026 0.45% 0.45% 1018 0 0.0% Q2 2026 Sep 02, 2026
Private Wealth Asset Management, LLC History No change 16,304 2,024 0.2% 0.2% 1019 0 0.0% Q2 2026 Aug 11, 2026
Resonant Capital Advisors, LLC History No change 16,261 2,019 0.1% 0.1% 1020 0 0.0% Q2 2026 Jul 24, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 16,252 2,018 0.22% 0.22% 1021 0 0.0% Q2 2026 Aug 12, 2026
VERUS CAPITAL PARTNERS, LLC History No change 16,202 2,011 0.11% 0.11% 1022 0 0.0% Q2 2026 Aug 06, 2026
Able Wealth Management LLC History No change 16,202 2,011 0.46% 0.46% 1023 0 0.0% Q2 2026 Jul 29, 2026
Manhattan West Asset Management, LLC History No change 16,139 2,003 0.33% 0.33% 1024 0 0.0% Q2 2026 Aug 11, 2026
ZENITH SOLUTIONS, INC. History No change 16,128 2,002 1.81% 1.81% 1025 0 0.0% Q2 2026 Aug 03, 2026
1834 INVESTMENT ADVISORS CO History No change 16,055 1,993 0.23% 0.23% 1026 0 0.0% Q2 2026 Jul 30, 2026
Ellevest, Inc. History No change 15,322 1,990 0.23% 0.23% 1027 0 0.0% Q2 2026 Aug 10, 2026
Revolve Wealth Partners, LLC History No change 16,029 1,990 0.21% 0.21% 1028 0 0.0% Q2 2026 Jul 09, 2026
AFT, FORSYTH & COMPANY, INC. History No change 16,021 1,989 0.96% 0.96% 1029 0 0.0% Q2 2026 Aug 14, 2026
BURNS J W & CO INC/NY History No change 16,008 1,987 0.21% 0.21% 1030 0 0.0% Q2 2026 Jul 15, 2026
PINEBRIDGE INVESTMENTS LLC History No change 15,960 1,981 0.02% 0.02% 1031 0 0.0% Q2 2026 Aug 13, 2026
BURKE & HERBERT BANK & TRUST CO History No change 15,948 1,980 0.49% 0.49% 1032 0 0.0% Q2 2026 Aug 07, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 15,931 1,978 0.45% 0.45% 1033 0 0.0% Q2 2026 Jul 09, 2026
Flaharty Asset Management, LLC History No change 16,096 1,950 2.79% 2.79% 1034 0 0.0% Q2 2026 Jul 08, 2026
Hoese & Co LLP History No change 15,632 1,941 1.26% 1.26% 1035 0 0.0% Q2 2026 Jul 14, 2026
FIRST HAWAIIAN BANK History No change 15,548 1,930 0.24% 0.24% 1036 0 0.0% Q2 2026 Jul 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,570 1,930 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 15,517 1,926 0.44% 0.44% 1038 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 15,508 1,925 0.06% 0.06% 1039 0 0.0% Q2 2026 Jul 14, 2026
Risk Paradigm Group, LLC History No change 15,477 1,921 1.51% 1.51% 1040 0 0.0% Q2 2026 Aug 05, 2026
October Effect Ltd History No change 15,471 1,921 1.81% 1.81% 1041 0 0.0% Q2 2026 Jul 21, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 15,357 1,906 0.19% 0.19% 1042 0 0.0% Q2 2026 Jul 13, 2026
DECISION INVESTMENTS, INC History No change 15,220 1,906 1.73% 1.72% 1043 0 0.0% Q3 2026 Oct 07, 2026
Vigil Wealth Management, LLC History No change 15,340 1,904 1.36% 1.36% 1044 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 15,327 1,903 0.1% 0.1% 1045 0 0.0% Q2 2026 Aug 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 15,303 1,900 0.05% 0.05% 1046 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 15,308 1,900 0.04% 0.04% 1047 0 0.0% Q2 2026 Aug 06, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 15,256 1,894 1.55% 1.55% 1048 0 0.0% Q2 2026 Jul 23, 2026
PURSUE WEALTH PARTNERS LLC History No change 15,224 1,890 1.06% 1.06% 1049 0 0.0% Q2 2026 Aug 07, 2026
Nikulski Financial, Inc. History No change 15,201 1,887 0.41% 0.41% 1050 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 15,472 1,887 0.06% 0.06% 1051 0 0.0% Q2 2026 Aug 12, 2026
EARNED WEALTH ADVISORS, LLC History No change 15,193 1,886 0.12% 0.12% 1052 0 0.0% Q2 2026 Aug 14, 2026
BlueChip Wealth Advisors LLC History No change 15,195 1,886 0.71% 0.71% 1053 0 0.0% Q2 2026 Jul 30, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 15,174 1,884 0.02% 0.02% 1054 0 0.0% Q2 2026 Aug 11, 2026
Riverpoint Wealth Management Holdings, LLC History No change 15,130 1,878 0.35% 0.35% 1055 0 0.0% Q2 2026 Jul 27, 2026
EWA, LLC History No change 15,099 1,874 0.34% 0.34% 1056 0 0.0% Q2 2026 Jul 14, 2026
CASTLEARK MANAGEMENT LLC History No change 15,080 1,872 0.05% 0.05% 1057 0 0.0% Q2 2026 Aug 14, 2026
Edgemoor Investment Advisors, Inc. History No change 15,048 1,868 0.13% 0.13% 1058 0 0.0% Q2 2026 Aug 07, 2026
BHK Investment Advisors, LLC History No change 15,045 1,868 0.56% 0.56% 1059 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 15,091 1,866 0.09% 0.09% 1060 0 0.0% Q2 2026 Jul 28, 2026
Legacy Capital Wealth Partners, LLC History No change 15,006 1,863 0.36% 0.36% 1061 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 15,006 1,863 0.03% 0.03% 1062 0 0.0% Q2 2026 Aug 14, 2026
HTG Investment Advisors, Inc. History No change 14,984 1,860 0.48% 0.48% 1063 0 0.0% Q2 2026 Aug 06, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 14,984 1,860 0.09% 0.09% 1064 0 0.0% Q2 2026 Jul 24, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 14,966 1,858 0.13% 0.13% 1065 0 0.0% Q2 2026 Jul 16, 2026
DAVIDSON TRUST CO History Added to 14,814 1,855 0.73% 0.71% 1066 +97 0.66% Q3 2026 Oct 09, 2026
Jupiter Wealth Management LLC History No change 14,940 1,855 0.74% 0.74% 1067 0 0.0% Q2 2026 Aug 10, 2026
Sincerus Advisory, LLC History Added to 14,791 1,852 1.21% 1.21% 1068 +492 3.44% Q3 2026 Oct 08, 2026
RPg Family Wealth Advisory, LLC History No change 14,908 1,851 0.38% 0.38% 1069 0 0.0% Q2 2026 Aug 04, 2026
Orgel Wealth Management, LLC History No change 14,882 1,847 0.04% 0.04% 1070 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Retirement, LLC History No change 14,877 1,847 0.1% 0.1% 1071 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 14,854 1,844 0.09% 0.09% 1072 0 0.0% Q2 2026 Jul 28, 2026
Mason Investment Advisory Services, Inc. History No change 14,824 1,840 0.07% 0.07% 1073 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Financial, llc History No change 15,130 1,839 0.29% 0.29% 1074 0 0.0% Q2 2026 Jul 17, 2026
Tactive Advisors, LLC History Reduced 14,593 1,827 0.44% 0.48% 1076 -1,002 -6.43% Q3 2026 Oct 08, 2026
Brio Consultants, LLC History No change 14,718 1,827 0.21% 0.21% 1075 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ADVISERS INC History No change 14,705 1,825 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 13, 2026
AAF Wealth Management, LLC History No change 14,598 1,812 0.67% 0.67% 1078 0 0.0% Q2 2026 Jul 17, 2026
Laurel Wealth Advisors LLC History No change 14,580 1,810 0.18% 0.18% 1079 0 0.0% Q2 2026 Jul 17, 2026
Autumn Glory Partners, LLC History No change 14,549 1,806 0.51% 0.51% 1080 0 0.0% Q2 2026 Aug 03, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 14,534 1,804 0.55% 0.55% 1081 0 0.0% Q2 2026 Jul 21, 2026
Archford Capital Strategies, LLC History No change 14,508 1,801 0.18% 0.18% 1082 0 0.0% Q2 2026 Jul 17, 2026
WATERSHED PRIVATE WEALTH LLC History No change 14,497 1,800 0.51% 0.51% 1083 0 0.0% Q2 2026 Jul 17, 2026
Montis Financial, LLC History No change 14,491 1,799 0.37% 0.37% 1084 0 0.0% Q2 2026 Aug 05, 2026
CARRET ASSET MANAGEMENT, LLC History No change 14,404 1,788 0.16% 0.16% 1085 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 14,062 1,786 0.26% 0.24% 1086 -40 -0.28% Q3 2026 Oct 08, 2026
Eldridge Investment Advisors, Inc. History No change 14,347 1,781 0.35% 0.35% 1087 0 0.0% Q2 2026 Aug 10, 2026
Veracity Capital LLC History Reduced 14,036 1,758 0.47% 0.49% 1088 -593 -4.05% Q3 2026 Oct 08, 2026
Advisory Resource Group History No change 14,130 1,754 0.26% 0.26% 1089 0 0.0% Q2 2026 Jul 14, 2026
Aspen Grove Capital, LLC History No change 14,100 1,750 0.25% 0.25% 1090 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 14,092 1,749 0.05% 0.05% 1091 0 0.0% Q2 2026 Aug 13, 2026
MWA Asset Management History No change 14,046 1,744 0.79% 0.79% 1092 0 0.0% Q2 2026 Jul 31, 2026
Forum Private Client Group LLC History No change 14,022 1,741 0.52% 0.52% 1093 0 0.0% Q2 2026 Aug 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 14,000 1,738 0.02% 0.02% 1094 0 0.0% Q2 2026 Aug 12, 2026
Keebeck Wealth Management History No change 13,984 1,736 0.17% 0.17% 1095 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 13,976 1,735 0.2% 0.2% 1096 0 0.0% Q2 2026 Jul 27, 2026
Amplius Wealth Advisors, LLC History No change 13,977 1,735 0.13% 0.13% 1097 0 0.0% Q2 2026 Jul 17, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 13,925 1,729 0.55% 0.55% 1098 0 0.0% Q2 2026 Jul 24, 2026
Wedmont Private Capital History Added to 13,591 1,727 0.04% 0.04% 1099 +2,376 21.19% Q3 2026 Oct 09, 2026
Selective Wealth Management, Inc. History No change 14,414 1,720 0.45% 0.45% 1100 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 13,856 1,720 0.16% 0.16% 1101 0 0.0% Q2 2026 Jul 22, 2026
TFR Capital, LLC. History No change 13,852 1,720 0.48% 0.48% 1102 0 0.0% Q2 2026 Aug 06, 2026
REGIMEN WEALTH, LLC History No change 13,837 1,718 0.46% 0.46% 1103 0 0.0% Q2 2026 Aug 05, 2026
American Trust History No change 13,615 1,690 0.13% 0.13% 1104 0 0.0% Q2 2026 Aug 14, 2026
Stratos Investment Management, LLC History No change 13,607 1,689 0.06% 0.06% 1105 0 0.0% Q2 2026 Aug 11, 2026
GOLDEN ROAD ADVISORS LLC History No change 13,592 1,687 0.82% 0.82% 1106 0 0.0% Q2 2026 Aug 07, 2026
American Investment Services, Inc. History No change 13,557 1,683 0.36% 0.36% 1107 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 13,556 1,683 0.22% 0.22% 1108 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History No change 13,487 1,674 0.09% 0.09% 1109 0 0.0% Q2 2026 Jul 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 13,461 1,671 0.08% 0.08% 1110 0 0.0% Q2 2026 Jul 20, 2026
Aspen Wealth Management LLC History No change 13,410 1,665 0.28% 0.28% 1111 0 0.0% Q2 2026 Jul 31, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 13,337 1,656 0.11% 0.11% 1112 0 0.0% Q2 2026 Jul 28, 2026
Gateway Wealth Partners, LLC History No change 13,338 1,656 0.1% 0.1% 1113 0 0.0% Q2 2026 Aug 04, 2026
BAYBAN History No change 13,320 1,653 1.27% 1.27% 1114 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Financial Group, LLC History No change 13,297 1,651 0.52% 0.52% 1115 0 0.0% Q3 2026 Oct 06, 2026
Falcon Wealth Planning History No change 13,276 1,648 0.1% 0.1% 1116 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 13,253 1,645 0.08% 0.08% 1117 0 0.0% Q2 2026 Jul 16, 2026
Partners in Financial Planning History No change 13,252 1,645 0.25% 0.25% 1118 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 13,240 1,644 0.02% 0.02% 1119 0 0.0% Q2 2026 Jul 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 13,216 1,641 0.22% 0.22% 1120 0 0.0% Q2 2026 Jul 24, 2026
Breachway Investments LLC History No change 13,168 1,635 2.46% 2.46% 1121 0 0.0% Q2 2026 Jul 13, 2026
Providence First Trust Co History No change 13,139 1,631 0.46% 0.46% 1122 0 0.0% Q2 2026 Jul 27, 2026
Forefront Wealth Partners, LLC History No change 13,142 1,631 0.51% 0.51% 1123 0 0.0% Q2 2026 Aug 20, 2026
HFG Advisors, Inc. History No change 13,104 1,627 1.02% 1.02% 1124 0 0.0% Q2 2026 Aug 07, 2026
MASECO LLP History No change 13,078 1,623 0.05% 0.05% 1125 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 13,046 1,619 0.08% 0.08% 1126 0 0.0% Q2 2026 Jul 31, 2026
APPLETON PARTNERS INC/MA History No change 13,009 1,615 0.1% 0.1% 1127 0 0.0% Q2 2026 Jul 21, 2026
Advus Financial Partners, LLC History No change 13,009 1,615 0.46% 0.46% 1128 0 0.0% Q2 2026 Oct 02, 2026
Benchmark Financial Wealth Advisors, LLC History No change 13,004 1,614 0.4% 0.4% 1129 0 0.0% Q2 2026 Jul 17, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 12,968 1,610 0.18% 0.18% 1130 0 0.0% Q2 2026 Jul 24, 2026
BALLAST ADVISORS LLC History No change 12,962 1,609 0.38% 0.38% 1131 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 12,915 1,603 0.1% 0.1% 1132 0 0.0% Q2 2026 Jul 08, 2026
Peck Wealth Management, LLC History No change 12,917 1,603 1.35% 1.35% 1133 0 0.0% Q2 2026 Jul 31, 2026
Parisi Gray Wealth Management History No change 12,888 1,600 0.33% 0.33% 1134 0 0.0% Q2 2026 Jul 09, 2026
Kera Capital Partners, Inc. History No change 12,868 1,597 0.15% 0.15% 1135 0 0.0% Q2 2026 Aug 14, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 12,546 1,594 0.65% 0.62% 1136 -180 -1.41% Q3 2026 Oct 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 12,831 1,593 0.08% 0.08% 1137 0 0.0% Q2 2026 Jul 31, 2026
Westmount Partners, LLC History No change 12,819 1,591 0.35% 0.35% 1138 0 0.0% Q2 2026 Jul 07, 2026
17 CAPITAL PARTNERS, LLC History No change 12,797 1,589 0.72% 0.72% 1139 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 12,754 1,583 0.49% 0.49% 1140 0 0.0% Q2 2026 Jul 20, 2026
Facet Wealth, Inc. History No change 12,744 1,582 0.02% 0.02% 1141 0 0.0% Q2 2026 Jul 27, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 12,730 1,580 0.06% 0.06% 1142 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 12,732 1,580 0.04% 0.04% 1143 0 0.0% Q2 2026 Aug 14, 2026
Gallacher Capital Management LLC History No change 12,722 1,579 0.89% 0.89% 1144 0 0.0% Q2 2026 Jul 16, 2026
MW ADVISORY, LLC History No change 12,710 1,578 0.63% 0.63% 1145 0 0.0% Q2 2026 Aug 07, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 12,655 1,571 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 12, 2026
True North Advisors, LLC History No change 12,608 1,565 0.15% 0.15% 1147 0 0.0% Q2 2026 Jul 22, 2026
Sharp Wealth Advisory, LLC History No change 12,535 1,556 0.72% 0.72% 1148 0 0.0% Q2 2026 Jul 24, 2026
LM Advisors LLC History No change 12,644 1,555 0.18% 0.18% 1149 0 0.0% Q2 2026 Aug 12, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 12,501 1,552 0.18% 0.18% 1150 0 0.0% Q2 2026 Jul 24, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 12,502 1,552 0.04% 0.04% 1151 0 0.0% Q2 2026 Jul 31, 2026
GW HENSSLER & ASSOCIATES LTD History No change 12,492 1,551 0.07% 0.07% 1152 0 0.0% Q2 2026 Jul 28, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 12,488 1,550 1.28% 1.28% 1153 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Counsel, LLC History No change 12,457 1,546 0.19% 0.19% 1154 0 0.0% Q2 2026 Jul 15, 2026
BAILARD, INC. History No change 12,418 1,541 0.03% 0.03% 1155 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 12,386 1,537 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 12,370 1,535 0.12% 0.12% 1157 0 0.0% Q2 2026 Aug 11, 2026
Asset Management Group, Inc. History No change 12,340 1,532 0.22% 0.22% 1158 0 0.0% Q2 2026 Aug 14, 2026
Portland Global Advisors LLC History No change 12,332 1,531 0.15% 0.15% 1159 0 0.0% Q2 2026 Aug 13, 2026
Financial Partners Group, Inc History No change 12,337 1,531 0.16% 0.16% 1160 0 0.0% Q2 2026 Jul 23, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 12,323 1,530 0.21% 0.21% 1161 0 0.0% Q2 2026 Jul 20, 2026
Arista Wealth Management, LLC History No change 12,304 1,527 0.16% 0.16% 1162 0 0.0% Q2 2026 Jul 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 12,284 1,525 0.17% 0.17% 1163 0 0.0% Q2 2026 Jul 09, 2026
J. Safra Sarasin Holding AG History No change 12,508 1,525 0.02% 0.02% 1164 0 0.0% Q2 2026 Jul 31, 2026
Chicago Capital, LLC History No change 12,254 1,521 0.04% 0.04% 1165 0 0.0% Q2 2026 Jul 27, 2026
Pacific Capital Wealth Advisors, Inc. History No change 12,240 1,519 0.23% 0.23% 1166 0 0.0% Q2 2026 Jul 09, 2026
Coastal Bridge Advisors, LLC History No change 12,225 1,517 0.09% 0.09% 1167 0 0.0% Q2 2026 Aug 17, 2026
LS Investment Advisors, LLC History No change 12,204 1,515 0.21% 0.21% 1168 0 0.0% Q2 2026 Jul 21, 2026
Wellington Grp LLC History No change 12,208 1,515 0.4% 0.4% 1169 0 0.0% Q2 2026 Aug 26, 2026
Tortoise Investment Management, LLC History No change 12,172 1,511 0.11% 0.11% 1170 0 0.0% Q2 2026 Aug 07, 2026
GREENWOOD GEARHART LLC History No change 12,153 1,509 0.07% 0.07% 1171 0 0.0% Q2 2026 Jul 24, 2026
Code Waechter LLC History No change 12,160 1,509 0.78% 0.78% 1172 0 0.0% Q2 2026 Jul 31, 2026
Destination Wealth Management History No change 12,128 1,505 0.04% 0.04% 1173 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 12,110 1,503 0.13% 0.13% 1174 0 0.0% Q2 2026 Aug 14, 2026
Silicon Valley Capital Partners History No change 12,084 1,500 0.12% 0.12% 1175 0 0.0% Q2 2026 Sep 21, 2026
Riverview Capital Advisers, LLC History No change 12,075 1,499 0.43% 0.43% 1176 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 12,000 1,490 0.01% 0.01% 1177 0 0.0% Q2 2026 Jul 29, 2026
Farmers National Bank History No change 11,948 1,483 0.31% 0.31% 1178 0 0.0% Q2 2026 Aug 11, 2026
M. Kulyk & Associates, LLC History No change 11,948 1,483 0.24% 0.24% 1179 0 0.0% Q2 2026 Aug 07, 2026
CHAPIN DAVIS, INC. History Reduced 11,821 1,480 0.28% 0.26% 1180 -104 -0.87% Q3 2026 Oct 08, 2026
UNITED BANK History No change 11,904 1,478 0.17% 0.17% 1181 0 0.0% Q2 2026 Jul 30, 2026
Atala Financial Inc History No change 11,900 1,477 0.9% 0.9% 1182 0 0.0% Q2 2026 Jul 23, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 11,864 1,473 0.21% 0.21% 1183 0 0.0% Q2 2026 Aug 12, 2026
Harvest Investment Services, LLC History No change 11,835 1,469 0.23% 0.23% 1184 0 0.0% Q2 2026 Aug 14, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 11,808 1,466 0.46% 0.46% 1185 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 11,812 1,466 0.12% 0.12% 1186 0 0.0% Q2 2026 Jul 14, 2026
Balboa Wealth Partners History No change 11,768 1,461 0.2% 0.2% 1187 0 0.0% Q2 2026 Aug 10, 2026
Principle Wealth Partners LLC History No change 11,756 1,459 0.07% 0.07% 1188 0 0.0% Q2 2026 Aug 07, 2026
Northstar Financial Companies, Inc. History No change 11,757 1,459 0.98% 0.98% 1189 0 0.0% Q2 2026 Aug 06, 2026
Kesler, Norman & Wride, LLC History No change 11,728 1,456 0.23% 0.23% 1190 0 0.0% Q2 2026 Jul 23, 2026
STEPH & CO History Added to 11,620 1,455 0.37% 0.36% 1191 +136 1.18% Q3 2026 Oct 07, 2026
Ledyard National Bank History No change 11,608 1,441 0.12% 0.12% 1192 0 0.0% Q2 2026 Jul 16, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 11,598 1,440 1.02% 1.02% 1193 0 0.0% Q2 2026 Aug 18, 2026
Smith Salley Wealth Management History No change 11,596 1,439 0.06% 0.06% 1194 0 0.0% Q2 2026 Jul 23, 2026
Rollins Financial Advisors, LLC History No change 11,562 1,435 0.19% 0.19% 1195 0 0.0% Q2 2026 Aug 04, 2026
Heartwood Wealth Advisors LLC History Reduced 11,448 1,433 0.11% 0.11% 1196 -37 -0.32% Q3 2026 Oct 05, 2026
Bienville Capital Management, LLC History No change 11,540 1,432 0.19% 0.19% 1197 0 0.0% Q2 2026 Aug 13, 2026
SmartHarvest Portfolios, LLC History No change 11,532 1,431 0.46% 0.46% 1198 0 0.0% Q2 2026 Aug 04, 2026
CBIZ Investment Advisory Services, LLC History No change 3,353 1,429 0.05% 0.05% 1199 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 11,490 1,426 0.46% 0.46% 1200 0 0.0% Q2 2026 Aug 10, 2026
Strategic Blueprint, LLC History No change 11,471 1,424 0.07% 0.07% 1201 0 0.0% Q2 2026 Jul 23, 2026
Alteri Wealth LLC History No change 11,443 1,420 0.39% 0.39% 1202 0 0.0% Q2 2026 Jul 29, 2026
Hurley Capital, LLC History No change 11,412 1,417 0.73% 0.73% 1203 0 0.0% Q2 2026 Aug 10, 2026
Armstrong, Fleming & Moore, Inc History No change 11,388 1,414 0.47% 0.47% 1204 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 11,371 1,411 0.02% 0.02% 1205 0 0.0% Q2 2026 Aug 14, 2026
WestHill Financial Advisors, Inc. History No change 11,321 1,405 0.24% 0.24% 1206 0 0.0% Q2 2026 Jul 21, 2026
Rockbridge Investment Management, LCC History No change 11,276 1,400 0.11% 0.11% 1207 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 11,256 1,397 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 11,440 1,397 0.15% 0.15% 1209 0 0.0% Q2 2026 Aug 03, 2026
Black Diamond Financial, LLC History No change 11,232 1,394 0.12% 0.12% 1210 0 0.0% Q2 2026 Aug 04, 2026
Heritage Investment Group, Inc. History No change 11,232 1,394 0.19% 0.19% 1211 0 0.0% Q2 2026 Jul 29, 2026
TAGStone Capital, Inc. History No change 11,234 1,394 0.44% 0.44% 1212 0 0.0% Q2 2026 Aug 11, 2026
Pine Valley Investments Ltd Liability Co History No change 11,226 1,393 0.05% 0.05% 1213 0 0.0% Q2 2026 Jul 24, 2026
BCI SECURITIES, INC. History No change 11,188 1,389 11.97% 11.97% 1214 0 0.0% Q2 2026 Jul 30, 2026
TFC Financial Management, Inc. History No change 11,193 1,389 0.15% 0.15% 1215 0 0.0% Q2 2026 Jul 23, 2026
Interchange Capital Partners, LLC History No change 11,147 1,384 0.26% 0.26% 1216 0 0.0% Q2 2026 Jul 20, 2026
Maxele Advisors, LLC History No change 11,154 1,384 0.97% 0.97% 1217 0 0.0% Q2 2026 Aug 14, 2026
Wealthstar Advisors, LLC History No change 11,142 1,383 0.4% 0.4% 1218 0 0.0% Q2 2026 Jul 30, 2026
ASL Financial, LLC History No change 11,121 1,380 0.97% 0.97% 1219 0 0.0% Q2 2026 Jul 21, 2026
Latko Wealth Management, Ltd. History No change 11,106 1,379 0.59% 0.59% 1220 0 0.0% Q2 2026 Jul 24, 2026
GLR Partners, LLC History No change 11,107 1,379 0.64% 0.64% 1221 0 0.0% Q2 2026 Jul 27, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 11,074 1,375 0.47% 0.47% 1222 0 0.0% Q2 2026 Jul 21, 2026
UPTICK PARTNERS, LLC History No change 11,059 1,373 0.21% 0.21% 1223 0 0.0% Q2 2026 Aug 10, 2026
Flagship Private Wealth, LLC History No change 11,035 1,370 0.48% 0.48% 1224 0 0.0% Q2 2026 Aug 04, 2026
KLCM Advisors, Inc. History No change 10,980 1,363 0.11% 0.11% 1225 0 0.0% Q2 2026 Aug 06, 2026
Plancorp, LLC History No change 11,144 1,355 0.03% 0.03% 1226 0 0.0% Q2 2026 Jul 14, 2026
ANDERSON HOAGLAND & CO History No change 10,908 1,354 0.11% 0.11% 1227 0 0.0% Q2 2026 Jul 06, 2026
Berkeley Capital Partners, LLC History No change 10,907 1,354 0.28% 0.28% 1228 0 0.0% Q2 2026 Aug 06, 2026
Seneca Financial Advisors LLC History No change 10,887 1,351 0.35% 0.35% 1229 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 10,844 1,346 0.09% 0.09% 1230 0 0.0% Q2 2026 Aug 14, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 10,841 1,346 0.09% 0.09% 1231 0 0.0% Q2 2026 Jul 20, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 10,832 1,345 0.61% 0.61% 1232 0 0.0% Q2 2026 Aug 07, 2026
First City Capital Management, Inc. History No change 10,816 1,343 0.65% 0.65% 1233 0 0.0% Q2 2026 Jul 13, 2026
Fairvoy Private Wealth, LLC History No change 10,816 1,343 0.27% 0.27% 1234 0 0.0% Q2 2026 Jul 17, 2026
Advisors Capital Management, LLC History No change 10,806 1,341 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 11, 2026
Naviter Wealth, LLC History No change 10,800 1,341 0.12% 0.12% 1236 0 0.0% Q2 2026 Aug 07, 2026
Stanley-Laman Group, Ltd. History No change 10,768 1,337 0.14% 0.14% 1237 0 0.0% Q2 2026 Aug 05, 2026
Waterfront Wealth Inc. History No change 10,792 1,337 0.21% 0.21% 1238 0 0.0% Q2 2026 Jul 30, 2026
Carnegie Investment Counsel History No change 10,727 1,331 0.03% 0.03% 1239 0 0.0% Q2 2026 Jul 30, 2026
Integrated Advisors Network LLC History No change 10,722 1,331 0.06% 0.06% 1240 0 0.0% Q2 2026 Aug 11, 2026
Kestra Investment Management, LLC History No change 10,708 1,329 0.03% 0.03% 1241 0 0.0% Q2 2026 Aug 05, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 10,700 1,328 0.24% 0.24% 1242 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 10,648 1,322 0.16% 0.16% 1243 0 0.0% Q2 2026 Jul 29, 2026
R.H. Investment Group, LLC History No change 10,592 1,315 0.99% 0.99% 1244 0 0.0% Q2 2026 Aug 06, 2026
Insight Advisors, LLC/ PA History No change 10,565 1,311 0.23% 0.23% 1245 0 0.0% Q2 2026 Aug 05, 2026
SPINNAKER TRUST History No change 10,544 1,309 0.06% 0.06% 1246 0 0.0% Q2 2026 Aug 03, 2026
Goldstein Advisors, LLC History No change 10,549 1,309 0.12% 0.12% 1247 0 0.0% Q2 2026 Jul 20, 2026
Aventura Private Wealth, LLC History No change 10,548 1,309 0.4% 0.4% 1248 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ALLIANCE, LLC History No change 10,539 1,308 0.11% 0.11% 1249 0 0.0% Q2 2026 Aug 11, 2026
THEORY FINANCIAL LLC History No change 10,524 1,306 0.41% 0.41% 1250 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,513 1,305 0.06% 0.06% 1251 0 0.0% Q2 2026 Jul 23, 2026
Keystone Wealth Services, LLC History No change 10,506 1,304 0.24% 0.24% 1252 0 0.0% Q2 2026 Aug 05, 2026
Per Stirling Capital Management, LLC. History No change 10,494 1,302 0.12% 0.12% 1253 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 10,487 1,302 0.98% 0.98% 1254 0 0.0% Q2 2026 Jul 22, 2026
TBH Global Asset Management, LLC History No change 10,474 1,300 0.24% 0.24% 1255 0 0.0% Q2 2026 Aug 05, 2026
Tannin Capital LLC History No change 10,472 1,300 0.85% 0.85% 1256 0 0.0% Q2 2026 Aug 04, 2026
Tyche Wealth Partners LLC History No change 10,459 1,298 0.18% 0.18% 1257 0 0.0% Q2 2026 Aug 06, 2026
Diversified Enterprises, LLC History No change 10,440 1,296 0.06% 0.06% 1258 0 0.0% Q2 2026 Jul 31, 2026
BAKER BOYER NATIONAL BANK History No change 10,408 1,292 0.35% 0.35% 1259 0 0.0% Q2 2026 Jul 27, 2026
Trivium Point Advisory, LLC History No change 10,392 1,290 0.12% 0.12% 1260 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 10,376 1,288 0.05% 0.05% 1261 0 0.0% Q2 2026 Aug 05, 2026
First Bank & Trust History No change 10,376 1,288 0.19% 0.19% 1262 0 0.0% Q2 2026 Jul 09, 2026
Sprinkle Financial Consultants LLC History No change 10,372 1,287 0.5% 0.5% 1263 0 0.0% Q2 2026 Jul 08, 2026
Financial Plan, Inc. History No change 10,360 1,286 0.12% 0.12% 1264 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 10,336 1,283 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 10,328 1,282 0.2% 0.2% 1266 0 0.0% Q2 2026 Jul 24, 2026
Apollon Financial, LLC History No change 10,332 1,282 0.15% 0.15% 1267 0 0.0% Q2 2026 Jul 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 10,312 1,280 0.07% 0.07% 1268 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 10,303 1,279 0.05% 0.05% 1269 0 0.0% Q2 2026 Aug 10, 2026
COFG Advisors, LLC History No change 10,301 1,279 0.22% 0.22% 1270 0 0.0% Q2 2026 Aug 14, 2026
EVERETT HARRIS & CO /CA/ History No change 10,292 1,277 0.02% 0.02% 1271 0 0.0% Q2 2026 Aug 03, 2026
Foster Group, Inc. History No change 10,285 1,277 0.03% 0.03% 1272 0 0.0% Q2 2026 Jul 07, 2026
United Advisor Group, LLC History No change 10,282 1,276 0.13% 0.13% 1273 0 0.0% Q2 2026 Jul 29, 2026
CFS Investment Advisory Services, LLC History No change 10,509 1,273 0.08% 0.08% 1274 0 0.0% Q2 2026 Jul 16, 2026
Yanni & Associates Investment Advisors, LLC History No change 10,253 1,273 1.17% 1.17% 1275 0 0.0% Q2 2026 Jul 08, 2026
Tull Financial Group, Inc. History No change 10,239 1,271 0.5% 0.5% 1276 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 10,191 1,265 0.0% 0.0% 1277 0 0.0% Q2 2026 Aug 14, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 10,180 1,264 0.07% 0.07% 1278 0 0.0% Q2 2026 Jul 21, 2026
Hamilton Point Investment Advisors, LLC History No change 10,180 1,264 0.18% 0.18% 1279 0 0.0% Q2 2026 Jul 28, 2026
Financial Sense Advisors, Inc. History No change 10,176 1,263 0.25% 0.25% 1280 0 0.0% Q2 2026 Aug 14, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 10,137 1,258 0.57% 0.57% 1281 0 0.0% Q2 2026 Aug 06, 2026
Private Advisory Group LLC History No change 10,119 1,256 0.07% 0.07% 1282 0 0.0% Q2 2026 Aug 06, 2026
LYELL WEALTH MANAGEMENT, LP History No change 10,100 1,254 0.08% 0.08% 1283 0 0.0% Q2 2026 Aug 05, 2026
Nova R Wealth, Inc. History No change 10,086 1,252 0.37% 0.37% 1284 0 0.0% Q2 2026 Jul 17, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 10,080 1,251 0.19% 0.19% 1285 0 0.0% Q2 2026 Jul 22, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 10,077 1,251 0.13% 0.13% 1286 0 0.0% Q2 2026 Sep 02, 2026
Nicholas Hoffman & Company, LLC. History No change 10,054 1,248 0.03% 0.03% 1287 0 0.0% Q2 2026 Aug 04, 2026
Evolution Wealth Advisors, LLC History No change 10,057 1,248 0.15% 0.15% 1288 0 0.0% Q2 2026 Jul 29, 2026
Tennessee Valley Asset Management Partners History No change 10,052 1,248 0.14% 0.14% 1289 0 0.0% Q2 2026 Aug 10, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 10,012 1,243 0.15% 0.15% 1290 0 0.0% Q2 2026 Jul 20, 2026
FIRST AMERICAN TRUST, FSB History No change 9,953 1,235 0.07% 0.07% 1291 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History No change 9,866 1,235 0.27% 0.26% 1292 0 0.0% Q3 2026 Oct 06, 2026
MA Private Wealth History No change 9,940 1,234 0.18% 0.18% 1293 0 0.0% Q2 2026 Jul 28, 2026
Topsail Wealth Management, LLC History No change 9,944 1,234 0.16% 0.16% 1294 0 0.0% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History Reduced 9,674 1,229 0.61% 0.73% 1295 -2,000 -17.13% Q3 2026 Oct 05, 2026
Beacon Capital Management, LLC History No change 9,874 1,226 0.18% 0.18% 1296 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History Reduced 9,787 1,225 0.04% 0.04% 1297 -511 -4.96% Q3 2026 Oct 08, 2026
NWK Group, Inc. History No change 9,850 1,223 0.38% 0.38% 1298 0 0.0% Q2 2026 Aug 10, 2026
Texas Yale Capital Corp. History No change 9,832 1,220 0.03% 0.03% 1299 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 9,832 1,220 0.06% 0.06% 1300 0 0.0% Q2 2026 Aug 04, 2026
RESTON WEALTH MANAGEMENT LLC History No change 9,819 1,219 0.33% 0.33% 1301 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 9,813 1,218 0.08% 0.08% 1302 0 0.0% Q2 2026 Aug 10, 2026
Galvin, Gaustad & Stein, LLC History Reduced 9,704 1,215 0.09% 0.09% 1303 -200 -2.02% Q3 2026 Oct 08, 2026
CAPITAL ADVISORS INC/OK History No change 9,764 1,212 0.02% 0.02% 1304 0 0.0% Q2 2026 Jul 22, 2026
Madison Asset Management, LLC History No change 9,760 1,211 0.01% 0.01% 1305 0 0.0% Q2 2026 Aug 10, 2026
Meeder Advisory Services, Inc. History No change 9,703 1,204 0.04% 0.04% 1306 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 9,681 1,202 0.09% 0.09% 1307 0 0.0% Q2 2026 Jul 07, 2026
INTRUST BANK NA History No change 9,680 1,201 0.09% 0.09% 1308 0 0.0% Q2 2026 Aug 05, 2026
HOWE & RUSLING INC History No change 9,595 1,191 0.07% 0.07% 1309 0 0.0% Q2 2026 Aug 10, 2026
S.E.E.D. Planning Group LLC History Added to 9,505 1,190 0.29% 0.24% 1310 +2,301 31.94% Q3 2026 Oct 07, 2026
PACIFIC FINANCIAL GROUP INC History No change 9,510 1,180 0.57% 0.57% 1311 0 0.0% Q2 2026 Aug 13, 2026
Magnolia Private Wealth, LLC History No change 9,492 1,178 0.65% 0.65% 1312 0 0.0% Q2 2026 Aug 05, 2026
FFT WEALTH MANAGEMENT LLC History No change 9,471 1,176 0.18% 0.18% 1313 0 0.0% Q2 2026 Jul 27, 2026
Clear Creek Financial Management, LLC History No change 9,475 1,176 0.08% 0.08% 1314 0 0.0% Q2 2026 Jul 27, 2026
Vericrest Private Wealth History No change 9,456 1,174 1.04% 1.04% 1315 0 0.0% Q2 2026 Jul 28, 2026
Kelman-Lazarov, Inc. History No change 9,440 1,172 0.15% 0.15% 1316 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History No change 9,452 1,165 0.03% 0.03% 1317 0 0.0% Q2 2026 Jul 15, 2026
Stockman Wealth Management, Inc. History No change 9,364 1,162 0.12% 0.12% 1318 0 0.0% Q2 2026 Aug 11, 2026
GEM Asset Management, LLC History No change 9,326 1,158 0.46% 0.46% 1319 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 9,784 1,157 0.24% 0.24% 1320 0 0.0% Q2 2026 Aug 06, 2026
Compton Wealth Advisory Group, LLC History No change 9,387 1,154 0.23% 0.23% 1321 0 0.0% Q2 2026 Jul 21, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 9,295 1,154 0.48% 0.48% 1322 0 0.0% Q2 2026 Jul 16, 2026
Integrity Advisory Solutions, LLC History No change 9,295 1,154 0.12% 0.12% 1323 0 0.0% Q2 2026 Jul 31, 2026
Castleview Partners, LLC History Reduced 9,181 1,150 0.5% 0.5% 1324 -10 -0.11% Q3 2026 Oct 09, 2026
Clearbridge Investments, LLC History No change 9,260 1,149 0.0% 0.0% 1325 0 0.0% Q2 2026 Aug 13, 2026
RFG - Bristol Wealth Advisors, LLC History No change 9,247 1,148 0.28% 0.28% 1326 0 0.0% Q2 2026 Jul 27, 2026
Strategic Financial Services, Inc. History No change 9,239 1,147 0.05% 0.05% 1327 0 0.0% Q2 2026 Aug 24, 2026
LongView Wealth Management History No change 9,214 1,144 0.29% 0.29% 1328 0 0.0% Q2 2026 Jul 17, 2026
Kathmere Capital Management, LLC History No change 9,205 1,143 0.06% 0.06% 1329 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,173 1,139 0.05% 0.05% 1330 0 0.0% Q2 2026 Aug 11, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 9,159 1,137 0.27% 0.27% 1331 0 0.0% Q2 2026 Aug 13, 2026
Crumly & Associates Inc. History No change 9,080 1,137 0.2% 0.22% 1332 0 0.0% Q3 2026 Oct 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 9,120 1,132 0.05% 0.05% 1333 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF VERMONT History No change 9,092 1,128 0.04% 0.04% 1334 0 0.0% Q2 2026 Aug 07, 2026
FourThought Financial Partners, LLC History No change 9,079 1,127 0.09% 0.09% 1335 0 0.0% Q2 2026 Aug 12, 2026
SpringVest Wealth Management LLC History No change 9,068 1,125 0.71% 0.71% 1336 0 0.0% Q2 2026 Jul 22, 2026
ELEVATUS WELATH MANAGEMENT History No change 9,028 1,121 0.27% 0.27% 1337 0 0.0% Q2 2026 Aug 13, 2026
Verus Financial Partners, Inc. History No change 8,988 1,116 0.1% 0.1% 1338 0 0.0% Q2 2026 Jul 21, 2026
Wealth Architects, LLC History No change 8,980 1,115 0.09% 0.09% 1339 0 0.0% Q2 2026 Jul 23, 2026
WEST PACES ADVISORS INC. History No change 8,955 1,111 0.19% 0.19% 1340 0 0.0% Q2 2026 Jul 17, 2026
Rossby Financial, LCC History No change 8,926 1,107 0.2% 0.2% 1341 0 0.0% Q2 2026 Aug 04, 2026
Lee Financial Co History No change 8,908 1,106 0.14% 0.14% 1342 0 0.0% Q2 2026 Jul 22, 2026
EIGHT 31 FINANCIAL, LLC History No change 8,911 1,106 0.66% 0.66% 1343 0 0.0% Q2 2026 Aug 13, 2026
Oak Wealth Advisors LLC History No change 8,896 1,104 0.53% 0.53% 1344 0 0.0% Q2 2026 Jul 22, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 8,796 1,101 0.28% 0.28% 1345 0 0.0% Q3 2026 Oct 06, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 8,834 1,096 0.16% 0.16% 1346 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Planning, Inc. History No change 8,747 1,095 0.24% 0.25% 1347 0 0.0% Q3 2026 Oct 08, 2026
Anson Capital, Inc. History No change 8,800 1,092 0.71% 0.71% 1348 0 0.0% Q2 2026 Jul 29, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 8,780 1,090 0.16% 0.16% 1349 0 0.0% Q2 2026 Jul 10, 2026
Pallas Capital Advisors LLC History No change 8,765 1,088 0.03% 0.03% 1350 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,680 1,087 0.03% 0.03% 1351 -100 -1.14% Q3 2026 Oct 05, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 8,751 1,086 0.17% 0.17% 1352 0 0.0% Q2 2026 Jul 23, 2026
Fiduciary Alliance LLC History No change 8,705 1,080 0.07% 0.07% 1353 0 0.0% Q2 2026 Jul 20, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 8,700 1,080 0.11% 0.11% 1354 0 0.0% Q2 2026 Jul 16, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 8,684 1,078 0.97% 0.97% 1355 0 0.0% Q2 2026 Jul 09, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 8,676 1,077 0.06% 0.06% 1356 0 0.0% Q2 2026 Jul 29, 2026
ATWOOD & PALMER INC History Added to 8,590 1,075 0.06% 0.06% 1357 +222 2.65% Q3 2026 Oct 08, 2026
Johnson Financial Group, LLC History No change 8,632 1,071 0.06% 0.06% 1358 0 0.0% Q2 2026 Aug 06, 2026
Elm Partners Management LLC History No change 8,621 1,070 0.03% 0.03% 1359 0 0.0% Q2 2026 Oct 07, 2026
Private Wealth Advisors, LLC History No change 8,590 1,066 0.27% 0.27% 1360 0 0.0% Q2 2026 Aug 06, 2026
TritonPoint Partners, LLC History No change 8,586 1,066 0.09% 0.09% 1361 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8,588 1,066 0.29% 0.29% 1362 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 8,556 1,062 0.02% 0.02% 1363 0 0.0% Q2 2026 Jul 15, 2026
WEALTHGARDEN F.S. LLC History No change 8,513 1,057 0.6% 0.6% 1364 0 0.0% Q2 2026 Jul 31, 2026
Z3 Capital Partners, LLC History No change 8,486 1,053 0.22% 0.22% 1365 0 0.0% Q2 2026 Jul 28, 2026
YHB Investment Advisors, Inc. History Reduced 8,404 1,052 0.07% 0.07% 1366 -32 -0.38% Q3 2026 Oct 08, 2026
Ruggiero Investments, Inc. History No change 8,470 1,051 0.89% 0.89% 1367 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 8,463 1,050 0.07% 0.07% 1368 0 0.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History No change 8,458 1,050 0.5% 0.5% 1369 0 0.0% Q2 2026 Aug 10, 2026
Curran Financial Partners, LLC History No change 8,461 1,050 0.16% 0.16% 1370 0 0.0% Q2 2026 Aug 12, 2026
Sightline Wealth Advisors, LLC History No change 8,434 1,047 0.38% 0.38% 1371 0 0.0% Q2 2026 Jul 22, 2026
Axis Wealth Partners, LLC History No change 8,433 1,047 0.5% 0.5% 1372 0 0.0% Q2 2026 Jul 28, 2026
EdgeRock Capital LLC History No change 8,426 1,046 0.24% 0.24% 1373 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History No change 8,344 1,045 0.2% 0.21% 1374 0 0.0% Q3 2026 Oct 07, 2026
KilterHowling LLC History No change 8,379 1,040 0.47% 0.47% 1375 0 0.0% Q2 2026 Aug 11, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 8,373 1,039 0.06% 0.06% 1376 0 0.0% Q2 2026 Aug 10, 2026
NBT BANK, N.A. History No change 8,352 1,037 0.07% 0.07% 1377 0 0.0% Q2 2026 Jul 29, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 8,328 1,034 0.25% 0.25% 1378 0 0.0% Q2 2026 Jul 09, 2026
BANK OF HAWAII History No change 8,304 1,031 0.05% 0.05% 1379 0 0.0% Q2 2026 Aug 13, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 8,309 1,031 0.17% 0.17% 1380 0 0.0% Q2 2026 Jul 21, 2026
Presidio Capital Management, LLC History No change 8,283 1,028 0.26% 0.26% 1381 0 0.0% Q2 2026 Jul 14, 2026
Advisory Solutions Group, LLC History No change 8,271 1,026 0.35% 0.35% 1382 0 0.0% Q2 2026 Jul 29, 2026
YANKCOM Partnership History No change 8,255 1,025 0.37% 0.37% 1383 0 0.0% Q2 2026 Jul 21, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 2,403 1,024 0.58% 0.58% 1384 0 0.0% Q2 2026 Aug 19, 2026
Advisory Alpha, LLC History No change 8,239 1,023 0.03% 0.03% 1385 0 0.0% Q2 2026 Aug 11, 2026
Demars Financial Group, LLC History No change 8,236 1,022 0.28% 0.28% 1386 0 0.0% Q2 2026 Jul 21, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 8,144 1,020 0.55% 0.55% 1387 0 0.0% Q3 2026 Oct 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 8,209 1,019 0.06% 0.06% 1388 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 8,213 1,019 0.01% 0.01% 1389 0 0.0% Q2 2026 Jul 24, 2026
WNY Asset Management, LLC History No change 8,204 1,018 0.09% 0.09% 1390 0 0.0% Q2 2026 Aug 17, 2026
3 FACTOR INDEXING, LLC History No change 8,184 1,016 0.86% 0.86% 1391 0 0.0% Q2 2026 Jul 08, 2026
Integrity Wealth Solutions LLC History No change 8,175 1,015 0.38% 0.38% 1392 0 0.0% Q2 2026 Jul 30, 2026
Sovereign Financial Group, Inc. History No change 8,168 1,014 0.15% 0.15% 1393 0 0.0% Q2 2026 Jul 24, 2026
Hubbell Strickland Wealth Management, LLC History No change 8,163 1,013 0.37% 0.37% 1394 0 0.0% Q2 2026 Jul 29, 2026
Platform Technology Partners History No change 8,155 1,012 0.17% 0.17% 1395 0 0.0% Q2 2026 Jul 24, 2026
Core Wealth Advisors, Inc. History No change 8,144 1,011 0.2% 0.2% 1396 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History No change 8,136 1,010 0.16% 0.16% 1397 0 0.0% Q2 2026 Aug 03, 2026
WASHINGTON TRUST BANK History No change 8,118 1,008 0.07% 0.07% 1398 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 8,124 1,008 0.19% 0.19% 1399 0 0.0% Q2 2026 Aug 13, 2026
William Howard & Co Financial Advisors Inc History No change 8,102 1,006 0.78% 0.78% 1400 0 0.0% Q2 2026 Jul 09, 2026
Mascagni Wealth Management, Inc. History No change 8,100 1,005 0.62% 0.62% 1401 0 0.0% Q2 2026 Jul 31, 2026
JTC Employer Solutions Trustee Ltd History No change 8,064 1,001 0.08% 0.08% 1402 0 0.0% Q2 2026 Jul 31, 2026
TRUE Private Wealth Advisors History No change 8,060 1,000 0.09% 0.09% 1403 0 0.0% Q2 2026 Jul 23, 2026
Navis Wealth Advisors, LLC History No change 8,000 993 0.38% 0.38% 1404 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 7,974 990 0.1% 0.1% 1405 0 0.0% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History No change 7,969 989 0.07% 0.07% 1406 0 0.0% Q2 2026 Jul 29, 2026
NVWM, LLC History No change 7,897 980 0.2% 0.2% 1407 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 7,893 980 0.03% 0.03% 1408 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 7,888 979 0.05% 0.05% 1409 0 0.0% Q2 2026 Jul 28, 2026
MMBG INVESTMENT ADVISORS CO. History No change 7,874 977 0.08% 0.08% 1410 0 0.0% Q2 2026 Aug 10, 2026
Elyxium Wealth, LLC History No change 7,864 976 0.1% 0.1% 1411 0 0.0% Q2 2026 Aug 03, 2026
LITTLE HOUSE CAPITAL LLC History No change 7,856 975 0.22% 0.22% 1412 0 0.0% Q2 2026 Aug 07, 2026
Impact Capital Partners LLC History No change 7,853 975 0.27% 0.27% 1413 0 0.0% Q2 2026 Jul 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 7,835 972 0.26% 0.26% 1414 0 0.0% Q2 2026 Jul 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 7,834 972 0.17% 0.17% 1415 0 0.0% Q2 2026 Aug 14, 2026
Towne Trust Company, N.A History No change 7,825 971 0.29% 0.29% 1416 0 0.0% Q2 2026 Jul 30, 2026
Signature Wealth Management Partners, LLC History No change 7,820 970 0.45% 0.45% 1417 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 7,808 969 0.19% 0.19% 1418 0 0.0% Q2 2026 Jul 16, 2026
Cambria Investment Management, L.P. History No change 7,798 968 0.05% 0.05% 1419 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 7,794 967 0.06% 0.06% 1420 0 0.0% Q2 2026 Aug 14, 2026
Stegner Investment Associates Inc. History No change 7,780 966 0.46% 0.46% 1421 0 0.0% Q2 2026 Jul 24, 2026
Wealth Science Advisors LLC History No change 7,704 965 0.41% 0.42% 1422 0 0.0% Q3 2026 Oct 09, 2026
Allred Capital Management, LLC History No change 7,728 959 0.31% 0.31% 1423 0 0.0% Q2 2026 Aug 12, 2026
Gibson Capital, LLC History No change 7,720 958 0.16% 0.16% 1424 0 0.0% Q2 2026 Aug 13, 2026
Aufman Associates Inc History No change 7,708 957 0.38% 0.38% 1425 0 0.0% Q2 2026 Aug 12, 2026
LAM GROUP, INC. History No change 7,700 956 0.47% 0.47% 1426 0 0.0% Q2 2026 Jul 10, 2026
Triad Wealth Partners, LLC History No change 7,891 953 0.06% 0.06% 1427 0 0.0% Q2 2026 Aug 10, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 7,677 953 0.62% 0.62% 1428 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,671 952 0.01% 0.01% 1429 0 0.0% Q2 2026 Aug 11, 2026
Parker Financial LLC History No change 7,668 952 0.35% 0.35% 1430 0 0.0% Q2 2026 Aug 03, 2026
Kaydan Wealth Management, Inc. History Reduced 7,597 951 0.33% 0.31% 1433 -651 -7.89% Q3 2026 Oct 08, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 7,660 951 0.07% 0.07% 1431 0 0.0% Q2 2026 Jul 20, 2026
Sandy Cove Advisors, LLC History No change 7,663 951 0.24% 0.24% 1432 0 0.0% Q2 2026 Jul 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 7,652 950 0.08% 0.08% 1434 0 0.0% Q2 2026 Jul 16, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 7,652 950 0.11% 0.11% 1435 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS & NORTHERN CORP History No change 7,638 948 0.22% 0.22% 1436 0 0.0% Q2 2026 Jul 17, 2026
King Wealth Management Group History No change 7,628 947 0.1% 0.1% 1437 0 0.0% Q2 2026 Aug 05, 2026
Strathmore Capital Advisors, Inc. History No change 7,800 946 0.25% 0.25% 1438 0 0.0% Q2 2026 Aug 10, 2026
Francis Financial, Inc. History No change 7,586 941 0.15% 0.15% 1439 0 0.0% Q2 2026 Aug 10, 2026
Paladin Partners, LLC History No change 7,484 937 0.58% 0.61% 1440 0 0.0% Q3 2026 Oct 06, 2026
Lionshead Wealth Management, LLC History No change 7,506 932 0.61% 0.61% 1441 0 0.0% Q2 2026 Jul 28, 2026
HANOVER ADVISORS INC History No change 7,476 928 0.33% 0.33% 1442 0 0.0% Q2 2026 Aug 12, 2026
UNION SAVINGS BANK History No change 7,468 927 0.37% 0.37% 1443 0 0.0% Q2 2026 Jul 23, 2026
Retirement Solution LLC History No change 7,464 926 0.18% 0.18% 1444 0 0.0% Q2 2026 Aug 11, 2026
BROGAN FINANCIAL, INC. History No change 7,454 925 0.37% 0.37% 1445 0 0.0% Q2 2026 Aug 13, 2026
St. Clair Advisors, LLC History No change 7,449 925 0.24% 0.24% 1446 0 0.0% Q2 2026 Jul 06, 2026
Nabity-Jensen Investment Management Inc History No change 7,447 924 0.57% 0.57% 1447 0 0.0% Q2 2026 Jul 27, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 7,437 923 0.15% 0.15% 1448 0 0.0% Q2 2026 Jul 24, 2026
MOTCO History No change 7,432 922 0.08% 0.08% 1449 0 0.0% Q2 2026 Jul 31, 2026
Oxler Private Wealth LLC History No change 7,397 918 0.26% 0.26% 1450 0 0.0% Q2 2026 Aug 03, 2026
Payne Capital LLC History No change 7,400 918 0.77% 0.77% 1451 0 0.0% Q2 2026 Aug 11, 2026
Harbor Group, Inc. History No change 7,393 917 0.11% 0.11% 1452 0 0.0% Q2 2026 Jul 22, 2026
ACIMA PRIVATE WEALTH, LLC History No change 7,316 916 0.27% 0.26% 1453 0 0.0% Q3 2026 Oct 05, 2026
Sunpointe, LLC History No change 7,374 915 0.26% 0.26% 1454 0 0.0% Q2 2026 Jul 24, 2026
Harfst & Associates, Inc. History No change 7,352 912 0.14% 0.14% 1455 0 0.0% Q2 2026 Jul 31, 2026
Liberty Capital Management, Inc. History No change 7,332 910 0.16% 0.16% 1456 0 0.0% Q2 2026 Jul 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 7,332 910 0.09% 0.09% 1457 0 0.0% Q2 2026 Jul 28, 2026
Greenhouse Wealth Management, LLC History No change 7,332 910 0.64% 0.64% 1458 0 0.0% Q2 2026 Aug 06, 2026
ARGUS INVESTORS' COUNSEL, INC. History Reduced 7,262 909 0.71% 0.71% 1459 -128 -1.73% Q3 2026 Oct 09, 2026
FSM Wealth Advisors, LLC History No change 7,317 908 0.1% 0.1% 1460 0 0.0% Q2 2026 Jul 15, 2026
Barnett & Company, Inc. History No change 7,300 906 0.67% 0.67% 1461 0 0.0% Q2 2026 Aug 12, 2026
CM WEALTH ADVISORS LLC History No change 7,276 903 0.16% 0.16% 1462 0 0.0% Q2 2026 Aug 10, 2026
Taylor & Morgan Wealth Management, LLC History No change 7,216 903 0.43% 0.44% 1463 0 0.0% Q3 2026 Oct 09, 2026
Cassia Capital Partners, LLC History No change 7,280 903 0.44% 0.44% 1464 0 0.0% Q2 2026 Jul 30, 2026
Urban Wealth Management, LLC History No change 7,263 901 0.79% 0.79% 1465 0 0.0% Q2 2026 Jul 23, 2026
EnRich Financial Partners LLC History No change 7,219 896 0.21% 0.21% 1466 0 0.0% Q2 2026 Jul 27, 2026
SFG Wealth Management, LLC. History No change 7,186 892 0.32% 0.32% 1467 0 0.0% Q2 2026 Jul 22, 2026
Telos Capital Management, Inc. History No change 7,160 889 0.08% 0.08% 1468 0 0.0% Q2 2026 Jul 22, 2026
ST GERMAIN D J CO INC History No change 7,142 886 0.03% 0.03% 1469 0 0.0% Q2 2026 Jul 21, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History No change 7,642 884 0.87% 0.87% 1470 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 7,108 882 0.15% 0.15% 1471 0 0.0% Q2 2026 Aug 05, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 7,108 882 0.21% 0.21% 1472 0 0.0% Q2 2026 Jul 09, 2026
W1M Asset Management Ltd History No change 7,092 880 0.01% 0.01% 1473 0 0.0% Q2 2026 Aug 12, 2026
PUREfi Wealth, LLC History No change 7,084 879 0.48% 0.48% 1474 0 0.0% Q2 2026 Jul 27, 2026
Argos Wealth Advisors, LLC History No change 7,044 874 0.23% 0.23% 1475 0 0.0% Q2 2026 Aug 13, 2026
Burton Enright Welch History No change 7,036 873 0.1% 0.1% 1476 0 0.0% Q2 2026 Jul 17, 2026
Alpine Bank Wealth Management History No change 7,020 871 0.11% 0.11% 1477 0 0.0% Q2 2026 Aug 07, 2026
Pacific Point Advisors, LLC History No change 6,944 862 0.39% 0.39% 1478 0 0.0% Q2 2026 Jul 24, 2026
Mission Creek Capital Partners, Inc. History No change 6,913 858 0.15% 0.15% 1479 0 0.0% Q2 2026 Aug 14, 2026
POWER WEALTH MANAGEMENT LLC History No change 6,911 858 0.29% 0.29% 1480 0 0.0% Q2 2026 Aug 03, 2026
Kingstone Capital Partners Texas, LLC History No change 6,914 858 0.46% 0.46% 1481 0 0.0% Q2 2026 Aug 10, 2026
Gray Private Wealth, LLC History No change 6,896 856 0.37% 0.37% 1482 0 0.0% Q2 2026 Jul 24, 2026
WARNER FINANCIAL, INC History No change 6,883 854 0.25% 0.25% 1483 0 0.0% Q2 2026 Jul 09, 2026
BURNEY CO/ History No change 6,871 853 0.02% 0.02% 1484 0 0.0% Q2 2026 Jul 14, 2026
SPWM Advisors LLC History No change 7,151 853 0.79% 0.79% 1485 0 0.0% Q2 2026 Jul 24, 2026
FIRST FINANCIAL CORP /IN/ History No change 6,864 852 0.29% 0.29% 1486 0 0.0% Q2 2026 Jul 07, 2026
Headland Capital, LLC History No change 6,856 851 0.21% 0.21% 1487 0 0.0% Q2 2026 Jul 29, 2026
Ironwood Investment Counsel, LLC History No change 6,843 849 0.11% 0.11% 1488 0 0.0% Q2 2026 Aug 05, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 6,828 847 0.24% 0.24% 1489 0 0.0% Q2 2026 Aug 12, 2026
Reynders McVeigh Capital Management, LLC History No change 6,812 846 0.04% 0.04% 1490 0 0.0% Q2 2026 Sep 15, 2026
Milestone Asset Management Group, LLC History No change 6,820 846 0.43% 0.43% 1491 0 0.0% Q2 2026 Jul 30, 2026
Single Point Partners, LLC History No change 6,810 845 0.15% 0.15% 1492 0 0.0% Q2 2026 Jul 16, 2026
Cornell Pochily Investment Advisors, Inc. History No change 6,803 844 0.23% 0.23% 1493 0 0.0% Q2 2026 Jul 15, 2026
TrustBank History No change 6,800 844 0.29% 0.29% 1494 0 0.0% Q2 2026 Jul 20, 2026
Family Investment Center, Inc. History No change 6,783 842 0.14% 0.14% 1495 0 0.0% Q2 2026 Jul 23, 2026
Stonehearth Capital Management, LLC History No change 6,753 838 0.29% 0.29% 1496 0 0.0% Q2 2026 Jul 07, 2026
CDKV HOLDINGS LLC History No change 6,740 836 0.65% 0.65% 1497 0 0.0% Q2 2026 Jul 30, 2026
Precision Wealth Strategies, LLC History No change 6,708 832 0.25% 0.25% 1498 0 0.0% Q2 2026 Aug 10, 2026
SageView Advisory Group, LLC History No change 6,704 832 0.03% 0.03% 1499 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 6,696 831 0.23% 0.23% 1500 0 0.0% Q2 2026 Aug 03, 2026
Requisite Capital Management, LLC History No change 6,656 826 0.14% 0.14% 1501 0 0.0% Q2 2026 Aug 07, 2026
Granite Bay Wealth Management, LLC History No change 6,650 826 0.08% 0.08% 1502 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 6,832 825 0.04% 0.04% 1503 0 0.0% Q2 2026 Aug 05, 2026
Cache Advisors, LLC History No change 6,636 823 0.07% 0.07% 1504 0 0.0% Q2 2026 Jul 14, 2026
CAMDEN NATIONAL BANK History No change 6,624 822 0.11% 0.11% 1505 0 0.0% Q2 2026 Jul 31, 2026
waypoint wealth counsel History No change 6,618 821 0.51% 0.51% 1506 0 0.0% Q2 2026 Aug 04, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 6,607 820 0.02% 0.02% 1507 0 0.0% Q2 2026 Aug 04, 2026
Elevation Wealth Management LLC History No change 6,602 819 0.61% 0.61% 1508 0 0.0% Q2 2026 Jul 29, 2026
Geneva Partners, LLC History No change 6,595 818 0.22% 0.22% 1509 0 0.0% Q2 2026 Aug 10, 2026
Alliance Private Wealth, LLC History No change 6,580 817 0.28% 0.28% 1510 0 0.0% Q2 2026 Jul 09, 2026
Baring Financial LLC History Added to 6,522 816 0.44% 0.44% 1511 +128 2.0% Q3 2026 Oct 07, 2026
BOSTON FAMILY OFFICE LLC History No change 6,562 815 0.05% 0.05% 1512 0 0.0% Q2 2026 Aug 12, 2026
MFA WEALTH ADVISORS, LLC History No change 6,508 815 0.14% 0.14% 1513 0 0.0% Q3 2026 Oct 07, 2026
Root Financial Partners, LLC History No change 6,560 814 0.03% 0.03% 1514 0 0.0% Q2 2026 Jul 29, 2026
Glen Eagle Advisors, LLC History No change 6,553 813 0.1% 0.1% 1515 0 0.0% Q2 2026 Aug 14, 2026
Peachtree Investment Partners, LLC History No change 6,539 811 0.26% 0.26% 1516 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 6,516 809 0.0% 0.0% 1517 0 0.0% Q2 2026 Aug 10, 2026
Redwood Financial Network Corp History No change 6,512 808 0.45% 0.45% 1518 0 0.0% Q2 2026 Aug 07, 2026
SACHEM HILL LLC History No change 6,504 807 0.14% 0.14% 1519 0 0.0% Q2 2026 Aug 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 6,484 805 0.2% 0.2% 1520 0 0.0% Q2 2026 Jul 24, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 6,404 802 0.19% 0.19% 1521 0 0.0% Q3 2026 Oct 06, 2026
Legacies Wealth LLC History No change 6,428 798 0.44% 0.44% 1522 0 0.0% Q2 2026 Jul 22, 2026
Expressive Wealth LLC History No change 6,427 798 0.75% 0.75% 1523 0 0.0% Q2 2026 Aug 11, 2026
Livet Wealth, LLC History No change 6,404 795 0.46% 0.46% 1524 0 0.0% Q2 2026 Jul 28, 2026
SMI Advisory Services, LLC History No change 6,444 792 0.13% 0.13% 1525 0 0.0% Q2 2026 Jul 09, 2026
Coastline Trust Co History Reduced 6,317 791 0.07% 0.1% 1526 -2,429 -27.77% Q3 2026 Oct 01, 2026
TCI Wealth Advisors, Inc. History No change 6,364 790 0.03% 0.03% 1527 0 0.0% Q2 2026 Jul 29, 2026
Persium Advisors, LLC History No change 6,304 789 0.41% 0.51% 1528 0 0.0% Q3 2026 Oct 07, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 6,339 787 0.49% 0.49% 1529 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 6,324 785 0.02% 0.02% 1530 0 0.0% Q2 2026 Jul 20, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 6,320 784 0.16% 0.16% 1531 0 0.0% Q2 2026 Jul 17, 2026
GFG Capital, LLC History No change 6,313 783 0.22% 0.22% 1532 0 0.0% Q2 2026 Jul 20, 2026
Rubicon Advisors, GP History No change 6,283 780 0.57% 0.57% 1533 0 0.0% Q2 2026 Jul 29, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 6,280 779 0.11% 0.11% 1534 0 0.0% Q2 2026 Aug 12, 2026
Net Worth Advisory Group History No change 6,281 779 0.2% 0.2% 1535 0 0.0% Q2 2026 Jul 13, 2026
Orin Green Financial, LLC History No change 6,280 779 0.29% 0.29% 1536 0 0.0% Q2 2026 Jul 13, 2026
Arlington Trust Co LLC History No change 6,268 778 0.07% 0.07% 1537 0 0.0% Q2 2026 Jul 07, 2026
Princeton Global Asset Management LLC History No change 6,264 777 0.11% 0.11% 1538 0 0.0% Q2 2026 Jul 16, 2026
Vawter Financial, Ltd. History No change 6,262 777 0.29% 0.29% 1539 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,250 776 0.04% 0.04% 1540 0 0.0% Q2 2026 Jul 28, 2026
Hartford Financial Management Inc. History No change 6,255 776 0.17% 0.17% 1541 0 0.0% Q2 2026 Jul 23, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,233 773 0.07% 0.07% 1542 0 0.0% Q2 2026 Aug 11, 2026
Mattern Wealth Management LLC History No change 6,228 773 0.13% 0.13% 1543 0 0.0% Q2 2026 Jul 23, 2026
Spartan Wealth Advisory Services LLC History No change 6,232 773 0.06% 0.06% 1544 0 0.0% Q2 2026 Aug 05, 2026
Financial Insights, Inc. History No change 6,225 772 0.2% 0.2% 1545 0 0.0% Q2 2026 Aug 25, 2026
Snider Financial Group History No change 6,220 772 0.2% 0.2% 1546 0 0.0% Q2 2026 Jul 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 6,212 771 0.25% 0.25% 1547 0 0.0% Q2 2026 Aug 14, 2026
360 Financial, Inc. History No change 6,212 771 0.2% 0.2% 1548 0 0.0% Q2 2026 Aug 11, 2026
AssuredPartners Investment Advisors, LLC History No change 6,213 771 0.07% 0.07% 1549 0 0.0% Q2 2026 Aug 10, 2026
Compass Ion Advisors, LLC History No change 6,204 770 0.07% 0.07% 1550 0 0.0% Q2 2026 Aug 12, 2026
Twele Capital Management, Inc. History No change 6,196 769 0.13% 0.13% 1551 0 0.0% Q2 2026 Jul 14, 2026
Moors & Cabot, Inc. History No change 6,195 769 0.03% 0.03% 1552 0 0.0% Q2 2026 Aug 10, 2026
Hemenway Trust Co LLC History No change 6,184 767 0.05% 0.05% 1553 0 0.0% Q2 2026 Aug 10, 2026
Altus Wealth Management, LLC History No change 6,172 766 0.29% 0.29% 1554 0 0.0% Q2 2026 Jul 21, 2026
Bell Bank History No change 6,164 765 0.03% 0.03% 1555 0 0.0% Q2 2026 Jul 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 6,156 764 0.03% 0.03% 1556 0 0.0% Q2 2026 Jul 21, 2026
Ring Mountain Capital, LLC History No change 6,133 761 0.32% 0.32% 1557 0 0.0% Q2 2026 Aug 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 6,136 761 0.1% 0.1% 1558 0 0.0% Q2 2026 Aug 14, 2026
S&CO INC History No change 6,126 760 0.04% 0.04% 1559 0 0.0% Q2 2026 Aug 06, 2026
Riverstone Advisors, LLC History No change 6,125 760 0.32% 0.32% 1560 0 0.0% Q2 2026 Aug 06, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 6,116 759 0.41% 0.41% 1561 0 0.0% Q2 2026 Aug 13, 2026
Hudson Capital Management LLC History No change 6,108 758 0.18% 0.18% 1562 0 0.0% Q2 2026 Jul 14, 2026
WAYSTONE ADVISORS LLC History No change 6,112 758 0.57% 0.57% 1563 0 0.0% Q2 2026 Jul 16, 2026
Rockwood Wealth Management, LLC History No change 6,096 756 0.05% 0.05% 1564 0 0.0% Q2 2026 Jul 13, 2026
Cypress Wealth Services, LLC History No change 6,068 753 0.09% 0.09% 1565 0 0.0% Q2 2026 Jul 10, 2026
Horizon Investment Services, LLC History No change 6,056 751 0.21% 0.21% 1566 0 0.0% Q2 2026 Aug 06, 2026
Madson Wealth Advisors Inc History No change 6,045 750 0.51% 0.51% 1567 0 0.0% Q2 2026 Jul 21, 2026
Ardent Capital Management, Inc. History No change 6,040 749 0.31% 0.31% 1568 0 0.0% Q2 2026 Jul 20, 2026
WMS Group LLC History No change 6,037 749 0.97% 0.97% 1569 0 0.0% Q2 2026 Jul 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 6,010 746 0.06% 0.06% 1570 0 0.0% Q2 2026 Jul 27, 2026
NWF Advisory Services Inc. History No change 5,990 743 0.07% 0.07% 1571 0 0.0% Q2 2026 Jul 29, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 5,979 742 0.31% 0.31% 1572 0 0.0% Q2 2026 Aug 11, 2026
PATTEN & PATTEN INC/TN History No change 5,972 741 0.04% 0.04% 1573 0 0.0% Q2 2026 Aug 05, 2026
Brookmont Capital Management History No change 5,968 741 0.4% 0.4% 1574 0 0.0% Q2 2026 Jul 24, 2026
Financial Life Planners History No change 5,970 741 0.48% 0.48% 1575 0 0.0% Q2 2026 Jul 21, 2026
Capital Advantage, Inc. History No change 5,966 740 0.09% 0.09% 1576 0 0.0% Q2 2026 Jul 13, 2026
Perkins Coie Trust Co History No change 5,956 739 0.12% 0.12% 1577 0 0.0% Q2 2026 Jul 09, 2026
Rose Capital Advisors LLC History No change 5,955 739 0.37% 0.37% 1578 0 0.0% Q2 2026 Aug 07, 2026
Landmark Wealth Management, LLC History No change 5,889 731 0.17% 0.17% 1579 0 0.0% Q2 2026 Aug 10, 2026
Goldstone Financial Group, LLC History No change 5,876 729 0.07% 0.07% 1580 0 0.0% Q2 2026 Aug 11, 2026
Range Advisory, LLC History No change 5,859 727 0.09% 0.09% 1581 0 0.0% Q2 2026 Sep 02, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 5,832 724 0.04% 0.04% 1582 0 0.0% Q2 2026 Aug 12, 2026
Westfuller Advisors, LLC History No change 5,818 722 0.26% 0.26% 1583 0 0.0% Q2 2026 Jul 29, 2026
Well Done, LLC History No change 5,808 721 0.1% 0.1% 1584 0 0.0% Q2 2026 Jul 24, 2026
Bragg Financial Advisors, Inc History No change 5,804 720 0.02% 0.02% 1585 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 5,802 720 0.02% 0.02% 1586 0 0.0% Q2 2026 Aug 14, 2026
AGH Wealth Advisors, LLC History No change 5,800 720 0.45% 0.45% 1587 0 0.0% Q2 2026 Jul 22, 2026
JT Stratford LLC History No change 5,786 718 0.08% 0.08% 1588 0 0.0% Q2 2026 Aug 14, 2026
HRC WEALTH MANAGEMENT, LLC History No change 5,773 716 0.29% 0.29% 1589 0 0.0% Q2 2026 Jul 10, 2026
Woodward Financial Advisors, Inc. History No change 5,772 716 0.24% 0.24% 1590 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 5,748 713 0.09% 0.09% 1591 0 0.0% Q2 2026 Jul 17, 2026
Fairway Wealth LLC History No change 5,750 713 0.16% 0.16% 1592 0 0.0% Q2 2026 Jul 24, 2026
TOMPKINS FINANCIAL CORP History Added to 5,675 710 0.05% 0.04% 1593 +1,539 37.21% Q3 2026 Oct 05, 2026
New England Professional Planning Group Inc. History No change 5,720 710 0.26% 0.26% 1594 0 0.0% Q2 2026 Jul 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 5,720 710 0.11% 0.11% 1595 0 0.0% Q2 2026 Aug 13, 2026
Journey Advisory Group, LLC History No change 5,691 706 0.05% 0.05% 1596 0 0.0% Q2 2026 Aug 04, 2026
SHELTON CAPITAL MANAGEMENT History No change 5,674 704 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History No change 5,676 704 0.11% 0.11% 1598 0 0.0% Q2 2026 Aug 14, 2026
LGL PARTNERS, LLC History No change 5,676 704 0.26% 0.26% 1599 0 0.0% Q2 2026 Jul 27, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,674 704 0.15% 0.15% 1600 0 0.0% Q2 2026 Aug 05, 2026
Pearl Planning LLC History No change 5,673 704 0.32% 0.32% 1601 0 0.0% Q2 2026 Jul 21, 2026
Beverly Hills Private Wealth, LLC History No change 5,664 703 0.13% 0.13% 1602 0 0.0% Q2 2026 Aug 06, 2026
Stone Summit Wealth LLC History No change 5,660 702 0.18% 0.18% 1603 0 0.0% Q2 2026 Jul 23, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 5,660 702 0.51% 0.51% 1604 0 0.0% Q2 2026 Jul 24, 2026
Renasant Bank History No change 5,648 701 0.45% 0.45% 1605 0 0.0% Q2 2026 Aug 11, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 5,642 700 0.59% 0.59% 1606 0 0.0% Q2 2026 Aug 03, 2026
American Money Management, LLC History No change 5,634 699 0.1% 0.1% 1607 0 0.0% Q2 2026 Aug 13, 2026
Olde Wealth Management, LLC History No change 5,612 696 0.2% 0.2% 1608 0 0.0% Q2 2026 Aug 13, 2026
SUMMITRY LLC History No change 5,600 695 0.02% 0.02% 1609 0 0.0% Q2 2026 Jul 21, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 5,600 695 0.0% 0.0% 1610 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 5,648 694 0.09% 0.09% 1611 0 0.0% Q2 2026 Jul 22, 2026
North Capital, Inc. History No change 5,596 694 0.52% 0.52% 1612 0 0.0% Q2 2026 Jul 14, 2026
Matthew Goff Investment Advisor, LLC History No change 5,584 693 0.12% 0.12% 1613 0 0.0% Q2 2026 Jul 07, 2026
Daner Wealth Management, LLC History No change 5,500 691 0.37% 0.37% 1614 0 0.0% Q2 2026 Aug 14, 2026
ESL Trust Services, LLC History No change 5,557 690 0.12% 0.12% 1615 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 5,442 687 0.31% — 1618 +5,442 New Q3 2026 Oct 02, 2026
CATALYST PRIVATE WEALTH, LLC History No change 5,536 687 0.33% 0.33% 1616 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 5,540 687 0.37% 0.37% 1617 0 0.0% Q2 2026 Aug 11, 2026
WORLD EQUITY GROUP, INC. History No change 5,529 686 0.15% 0.15% 1619 0 0.0% Q2 2026 Jul 09, 2026
Clarity Wealth Advisors, LLC History No change 5,523 685 0.12% 0.12% 1620 0 0.0% Q2 2026 Jul 24, 2026
Wealth Management Partners, LLC History No change 5,524 685 0.16% 0.16% 1621 0 0.0% Q2 2026 Jul 22, 2026
CFG Wealth Management Services, Inc. History No change 1,607 685 0.64% 0.64% 1622 0 0.0% Q2 2026 Jul 15, 2026
CENTAURUS FINANCIAL, INC. History No change 5,500 683 0.03% 0.03% 1623 0 0.0% Q2 2026 Aug 17, 2026
Pinion Investment Advisors, LLC History No change 5,508 683 0.13% 0.13% 1624 0 0.0% Q2 2026 Aug 06, 2026
Advyzon Investment Management, LLC History No change 5,508 683 0.05% 0.05% 1625 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC History No change 5,496 682 0.22% 0.22% 1626 0 0.0% Q2 2026 Jul 09, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 5,492 681 0.48% 0.48% 1627 0 0.0% Q2 2026 Aug 10, 2026
Everstar Asset Management, LLC History No change 5,485 681 0.33% 0.33% 1628 0 0.0% Q2 2026 Aug 03, 2026
Berger Financial Group, Inc History No change 5,472 679 0.03% 0.03% 1629 0 0.0% Q2 2026 Aug 04, 2026
Gilbert & Cook, Inc. History No change 5,468 678 0.08% 0.08% 1630 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,442 675 0.01% 0.01% 1631 0 0.0% Q2 2026 Jul 14, 2026
Richardson Capital Management LLC History No change 5,443 675 0.29% 0.29% 1632 0 0.0% Q2 2026 Jul 17, 2026
Royal Harbor Partners, LLC History No change 5,440 675 0.21% 0.21% 1633 0 0.0% Q2 2026 Jul 27, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 5,412 672 0.47% 0.47% 1634 0 0.0% Q2 2026 Jul 27, 2026
TCFG Investment Advisors, LLC History No change 5,436 671 0.23% 0.23% 1635 0 0.0% Q2 2026 Jul 17, 2026
CFO4Life Group, LLC History No change 5,398 670 0.09% 0.09% 1636 0 0.0% Q2 2026 Aug 12, 2026
Tempo Wealth, LLC History No change 5,402 670 0.1% 0.1% 1637 0 0.0% Q2 2026 Jul 27, 2026
Reliant Wealth Planning History No change 5,388 669 0.18% 0.18% 1638 0 0.0% Q2 2026 Aug 07, 2026
Steelhead Wealth Management LLC History No change 5,392 669 0.27% 0.27% 1639 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 5,377 668 0.43% 0.43% 1640 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 5,376 667 0.07% 0.07% 1641 0 0.0% Q2 2026 Aug 06, 2026
Heritage Wealth Advisors History No change 5,364 666 0.02% 0.02% 1642 0 0.0% Q2 2026 Aug 14, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History No change 5,367 666 0.54% 0.54% 1643 0 0.0% Q2 2026 Aug 05, 2026
Point Windward Advisors Inc. History No change 5,344 663 0.29% 0.29% 1644 0 0.0% Q2 2026 Jul 30, 2026
Legacy Private Trust Co. History Reduced 5,290 662 0.04% 0.04% 1645 -108 -2.0% Q3 2026 Oct 06, 2026
New Age Alpha Advisors, LLC History No change 5,337 662 0.03% 0.03% 1646 0 0.0% Q2 2026 Aug 13, 2026
McNamara Financial Services, Inc. History No change 5,324 661 0.11% 0.11% 1647 0 0.0% Q2 2026 Jul 22, 2026
RAINIER FAMILY WEALTH INC History No change 5,328 661 0.38% 0.38% 1648 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,328 661 0.07% 0.07% 1649 0 0.0% Q2 2026 Aug 13, 2026
Kendall Capital Management History No change 5,320 660 0.11% 0.11% 1650 0 0.0% Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 5,267 659 0.04% 0.05% 1651 -1,349 -20.39% Q3 2026 Oct 09, 2026
Penobscot Investment Management Company, Inc. History No change 5,313 659 0.05% 0.05% 1652 0 0.0% Q2 2026 Jul 24, 2026
MontVue Capital Management, Inc. History No change 5,310 659 0.38% 0.38% 1653 0 0.0% Q2 2026 Jul 27, 2026
Millennium Capital Advisors, LLC History No change 5,300 658 0.36% 0.36% 1654 0 0.0% Q2 2026 Jul 28, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 5,307 658 0.31% 0.31% 1655 0 0.0% Q2 2026 Jul 21, 2026
GoalVest Advisory LLC History Reduced 5,247 657 0.11% 0.13% 1656 -325 -5.83% Q3 2026 Oct 02, 2026
MEMBERS WEALTH LLC History No change 5,295 657 0.36% 0.36% 1657 0 0.0% Q2 2026 Jul 09, 2026
LPWM LLC History No change 5,291 656 0.15% 0.15% 1658 0 0.0% Q2 2026 Jul 24, 2026
North Berkeley Wealth Management, LLC History No change 5,286 656 0.27% 0.27% 1659 0 0.0% Q2 2026 Jul 28, 2026
Financial Guidance Group, Inc. History No change 5,280 655 0.25% 0.25% 1660 0 0.0% Q2 2026 Jul 22, 2026
Peak Planning Group, LLC History No change 5,268 654 0.15% 0.15% 1661 0 0.0% Q2 2026 Aug 12, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 5,264 653 0.11% 0.11% 1662 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 5,204 646 0.06% 0.06% 1663 0 0.0% Q2 2026 Jul 09, 2026
DAGCO, INC. History No change 5,195 645 0.12% 0.12% 1664 0 0.0% Q2 2026 Jul 10, 2026
Providence Financial Advisors, LLC History No change 5,180 643 0.37% 0.37% 1665 0 0.0% Q2 2026 Jul 31, 2026
BLB&B Advisors, LLC History No change 5,176 642 0.02% 0.02% 1666 0 0.0% Q2 2026 Aug 05, 2026
Lansing Street Advisors History No change 5,170 641 0.14% 0.14% 1667 0 0.0% Q2 2026 Jul 24, 2026
Capital Wealth Alliance, LLC History No change 5,160 640 0.3% 0.3% 1668 0 0.0% Q2 2026 Jul 31, 2026
Ashford Advisors, LLC History No change 5,160 640 0.13% 0.13% 1669 0 0.0% Q2 2026 Aug 06, 2026
Pillar Financial Advisors, LLC History No change 5,160 640 0.33% 0.33% 1670 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Advisors History No change 5,134 637 0.04% 0.04% 1671 0 0.0% Q2 2026 Aug 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 5,105 633 0.23% 0.23% 1672 0 0.0% Q2 2026 Jul 21, 2026
Legacy Wealth Management, LLC History No change 5,096 632 0.03% 0.03% 1673 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 5,095 632 0.13% 0.13% 1674 0 0.0% Q2 2026 Jul 17, 2026
Navigation Wealth Management, Inc. History No change 5,078 630 0.87% 0.87% 1675 0 0.0% Q2 2026 Jul 16, 2026
Ascentis Wealth Management, LLC History No change 5,068 629 0.09% 0.09% 1676 0 0.0% Q2 2026 Jul 30, 2026
Arrowroot Family Office, LLC History No change 5,061 628 0.18% 0.18% 1677 0 0.0% Q2 2026 Aug 06, 2026
New Republic Capital, LLC History No change 5,040 625 0.14% 0.14% 1678 0 0.0% Q2 2026 Jul 31, 2026
Insight Wealth Strategies, LLC History Added to 4,985 624 0.06% 0.06% 1679 +2 0.04% Q3 2026 Oct 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,020 623 0.09% 0.09% 1680 0 0.0% Q2 2026 Jul 21, 2026
BlueSky Wealth Advisors, LLC History No change 5,012 622 0.07% 0.07% 1681 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 5,016 622 0.04% 0.04% 1682 0 0.0% Q2 2026 Aug 12, 2026
Wayfinding Financial, LLC History No change 5,012 622 0.24% 0.24% 1683 0 0.0% Q2 2026 Aug 13, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 5,012 622 0.41% 0.41% 1684 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 4,964 621 0.06% 0.06% 1685 0 0.0% Q3 2026 Oct 08, 2026
Old North State Trust, LLC History No change 5,000 621 0.32% 0.32% 1686 0 0.0% Q2 2026 Aug 17, 2026
Dempze Nancy E History No change 5,000 620 0.3% 0.3% 1687 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,991 619 0.04% 0.04% 1688 0 0.0% Q2 2026 Jul 23, 2026
Northwest Quadrant Wealth Management, LLC History No change 4,987 619 0.11% 0.11% 1689 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 4,986 619 0.11% 0.11% 1690 0 0.0% Q2 2026 Jul 16, 2026
Alpha Zero LLC History No change 5,111 619 0.23% 0.23% 1691 0 0.0% Q2 2026 Jul 17, 2026
TRB Wealth Management, LLC History No change 4,992 619 0.08% 0.08% 1692 0 0.0% Q2 2026 Aug 11, 2026
PACK Private Wealth, LLC History No change 4,984 618 0.26% 0.26% 1693 0 0.0% Q2 2026 Aug 12, 2026
Stronghold Wealth Management L.L.C. History No change 4,982 618 0.83% 0.83% 1694 0 0.0% Q2 2026 Jul 24, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 5,002 618 0.54% 0.54% 1695 0 0.0% Q2 2026 Jul 16, 2026
JNBA Financial Advisors History No change 4,970 617 0.05% 0.05% 1696 0 0.0% Q2 2026 Jul 23, 2026
Werba Rubin Papier Wealth Management History No change 4,969 617 0.07% 0.07% 1697 0 0.0% Q2 2026 Jul 27, 2026
New World Advisors LLC History No change 4,964 616 0.1% 0.1% 1698 0 0.0% Q2 2026 Aug 12, 2026
Lauterbach Financial Advisors, LLC History No change 4,956 615 0.26% 0.26% 1699 0 0.0% Q2 2026 Jul 27, 2026
Odyssey Capital Advisors, Inc. History No change 4,960 615 0.44% 0.44% 1700 0 0.0% Q2 2026 Jul 31, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 4,952 614 0.13% 0.13% 1701 0 0.0% Q2 2026 Jul 27, 2026
TMB Capital Partners, LLC History No change 4,952 614 0.19% 0.19% 1702 0 0.0% Q2 2026 Jul 24, 2026
GERMAN AMERICAN BANCORP, INC. History No change 4,940 613 0.05% 0.05% 1703 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 4,924 611 0.05% 0.05% 1704 0 0.0% Q2 2026 Jul 20, 2026
Aspen Investment Management Inc History No change 4,923 611 0.16% 0.16% 1705 0 0.0% Q2 2026 Jul 17, 2026
Alpha Financial Advisors, LLC History No change 4,903 608 0.16% 0.16% 1706 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Added to 4,846 607 0.01% 0.01% 1707 +1,223 33.76% Q3 2026 Oct 05, 2026
Aspire Capital Advisors LLC History No change 4,896 607 0.12% 0.12% 1708 0 0.0% Q2 2026 Aug 05, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 4,892 607 0.35% 0.35% 1709 0 0.0% Q2 2026 Aug 10, 2026
Integris Wealth Management, LLC History No change 4,888 606 0.12% 0.12% 1710 0 0.0% Q2 2026 Jul 10, 2026
Asset Allocation Strategies LLC History No change 4,888 606 0.09% 0.09% 1711 0 0.0% Q2 2026 Aug 17, 2026
MSH Capital Advisors LLC History No change 4,887 606 0.11% 0.11% 1712 0 0.0% Q2 2026 Aug 10, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 4,875 605 0.18% 0.18% 1713 0 0.0% Q2 2026 Jul 28, 2026
Fermata Advisors, LLC History No change 4,879 605 0.12% 0.12% 1714 0 0.0% Q2 2026 Jul 07, 2026
Heartland Bank & Trust Co History No change 4,867 604 0.12% 0.12% 1715 0 0.0% Q2 2026 Aug 11, 2026
Hershey Financial Advisers, LLC History No change 4,851 602 0.43% 0.43% 1716 0 0.0% Q2 2026 Aug 11, 2026
TRED AVON FAMILY WEALTH, LLC History No change 4,836 600 0.18% 0.18% 1717 0 0.0% Q2 2026 Aug 10, 2026
Aries Wealth Management History No change 4,820 598 0.12% 0.12% 1718 0 0.0% Q2 2026 Jul 24, 2026
Gordian Advisors LLC History No change 4,817 598 0.35% 0.35% 1719 0 0.0% Q2 2026 Aug 04, 2026
Warren Street Wealth Advisors, LLC History No change 4,808 597 0.13% 0.13% 1720 0 0.0% Q2 2026 Jul 22, 2026
Ariadne Wealth Management, LP History No change 4,796 595 0.26% 0.26% 1721 0 0.0% Q2 2026 Aug 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 4,799 595 0.24% 0.24% 1722 0 0.0% Q2 2026 Jul 28, 2026
Disciplined Investors, L.L.C. History No change 4,798 595 0.3% 0.3% 1723 0 0.0% Q2 2026 Aug 11, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 4,742 593 0.09% 0.09% 1724 -96 -1.98% Q3 2026 Oct 08, 2026
Portfolio Resources Advisor Group, Inc. History No change 4,779 593 0.5% 0.5% 1725 0 0.0% Q2 2026 Jul 29, 2026
Tenzing Financial LLC History No change 4,826 593 0.41% 0.41% 1726 0 0.0% Q2 2026 Jul 09, 2026
Dana Investment Advisors, Inc. History No change 4,772 592 0.02% 0.02% 1727 0 0.0% Q2 2026 Aug 13, 2026
Hiley Hunt Wealth Management History No change 4,732 592 0.23% 0.23% 1728 0 0.0% Q3 2026 Oct 08, 2026
Arlington Financial Advisors, LLC History No change 4,760 591 0.08% 0.08% 1729 0 0.0% Q2 2026 Jul 22, 2026
Maridea Wealth Management LLC History No change 4,754 590 0.06% 0.06% 1730 0 0.0% Q2 2026 Aug 06, 2026
Pekin Hardy Strauss, Inc. History No change 4,750 589 0.05% 0.05% 1731 0 0.0% Q2 2026 Jul 30, 2026
IRON Financial LLC History No change 4,750 589 0.24% 0.24% 1732 0 0.0% Q2 2026 Jul 22, 2026
NOVEM GROUP History No change 4,747 589 0.06% 0.06% 1733 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 4,746 589 0.07% 0.07% 1734 0 0.0% Q2 2026 Aug 12, 2026
PACIFIC SUN FINANCIAL CORP History No change 4,740 588 0.24% 0.24% 1735 0 0.0% Q2 2026 Aug 07, 2026
Hollow Brook Wealth Management LLC History No change 4,740 588 0.12% 0.12% 1736 0 0.0% Q2 2026 Aug 14, 2026
Fort Sheridan Advisors LLC History No change 4,708 584 0.06% 0.06% 1737 0 0.0% Q2 2026 Aug 05, 2026
GUERRA PAN ADVISORS, LLC History No change 4,696 583 0.33% 0.33% 1738 0 0.0% Q2 2026 Aug 12, 2026
Compass Wealth Management LLC History No change 4,700 583 0.11% 0.11% 1739 0 0.0% Q2 2026 Aug 07, 2026
Crusonia Wealth Advisors LLC History No change 4,687 581 0.1% 0.1% 1740 0 0.0% Q2 2026 Jul 30, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 4,632 580 0.07% 0.07% 1741 0 0.0% Q3 2026 Oct 08, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 4,624 579 0.11% 0.16% 1742 -2,096 -31.19% Q3 2026 Oct 07, 2026
BXM Wealth LLC History No change 4,664 579 0.31% 0.31% 1743 0 0.0% Q2 2026 Jul 24, 2026
Empire Financial Management Company, LLC History No change 4,656 578 0.23% 0.23% 1744 0 0.0% Q2 2026 Aug 14, 2026
FORBES J M & CO LLP History No change 4,652 577 0.05% 0.05% 1745 0 0.0% Q2 2026 Jul 20, 2026
Parkshore Wealth Management, Inc. History No change 4,646 576 0.17% 0.17% 1746 0 0.0% Q2 2026 Aug 07, 2026
AIRE ADVISORS, LLC History No change 4,635 575 0.09% 0.09% 1747 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 4,624 574 0.2% 0.2% 1748 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 4,628 574 0.13% 0.13% 1749 0 0.0% Q2 2026 Jul 14, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,606 571 0.01% 0.01% 1750 0 0.0% Q2 2026 Aug 11, 2026
WBH ADVISORY INC History No change 4,601 571 0.04% 0.04% 1751 0 0.0% Q2 2026 Aug 05, 2026
Gemmer Asset Management LLC History No change 4,604 571 0.04% 0.04% 1752 0 0.0% Q2 2026 Jul 15, 2026
Jackson Wealth Management, LLC History No change 4,588 570 0.34% 0.34% 1753 0 0.0% Q2 2026 Aug 20, 2026
Pine Haven Investment Counsel, Inc History No change 4,560 566 0.38% 0.38% 1754 0 0.0% Q2 2026 Jul 08, 2026
Mayfair Advisory Group, LLC History No change 4,808 565 0.17% 0.17% 1755 0 0.0% Q2 2026 Aug 11, 2026
Moment Partners, LLC History No change 4,539 563 0.1% 0.1% 1756 0 0.0% Q2 2026 Jul 29, 2026
Wernau Asset Management Inc. History No change 4,528 562 0.29% 0.29% 1757 0 0.0% Q2 2026 Jul 31, 2026
PEOPLES BANK /OH History No change 4,508 559 0.29% 0.29% 1758 0 0.0% Q2 2026 Jul 27, 2026
RPG Investment Advisory, LLC History No change 4,506 559 0.06% 0.06% 1759 0 0.0% Q2 2026 Aug 04, 2026
HILL ISLAND FINANCIAL LLC History No change 4,504 559 0.12% 0.12% 1760 0 0.0% Q2 2026 Aug 11, 2026
ROMANO BROTHERS AND COMPANY History No change 4,492 557 0.06% 0.06% 1761 0 0.0% Q2 2026 Jul 21, 2026
Marks Group Wealth Management, Inc History No change 4,492 557 0.05% 0.05% 1762 0 0.0% Q2 2026 Jul 27, 2026
4Thought Financial Group Inc. History No change 4,486 557 0.26% 0.26% 1763 0 0.0% Q2 2026 Jul 28, 2026
Pathway Financial Advisors LLC History No change 4,444 556 0.06% 0.06% 1764 0 0.0% Q3 2026 Oct 07, 2026
Creative Capital Management Investments LLC History No change 4,484 556 0.13% 0.13% 1765 0 0.0% Q2 2026 Jul 24, 2026
RIVERBRIDGE PARTNERS LLC History No change 4,475 555 0.02% 0.02% 1766 0 0.0% Q2 2026 Jul 13, 2026
Jacobsen Capital Management History No change 4,477 555 0.16% 0.16% 1767 0 0.0% Q2 2026 Jul 29, 2026
KELLEHER FINANCIAL ADVISORS History No change 4,432 550 0.08% 0.08% 1768 0 0.0% Q2 2026 Aug 06, 2026
River Wealth Advisors LLC History No change 4,429 549 0.06% 0.06% 1769 0 0.0% Q2 2026 Aug 04, 2026
Wealthquest Corp History No change 4,416 548 0.03% 0.03% 1770 0 0.0% Q2 2026 Jul 23, 2026
OAK RIDGE INVESTMENTS LLC History No change 4,399 546 0.03% 0.03% 1771 0 0.0% Q2 2026 Jul 21, 2026
GRANVILLE CAPITAL, INC. History No change 4,400 546 0.24% 0.24% 1772 0 0.0% Q2 2026 Aug 11, 2026
HBW ADVISORY SERVICES LLC History No change 4,403 546 0.05% 0.05% 1773 0 0.0% Q2 2026 Jul 16, 2026
Schulz Wealth, LTD. History No change 4,404 546 0.28% 0.28% 1774 0 0.0% Q2 2026 Aug 26, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 4,384 544 0.05% 0.05% 1775 0 0.0% Q2 2026 Jul 31, 2026
GW&K Investment Management, LLC History No change 4,372 543 0.0% 0.0% 1776 0 0.0% Q2 2026 Aug 12, 2026
Sargent Investment Group, LLC History No change 4,372 542 0.07% 0.07% 1777 0 0.0% Q2 2026 Aug 11, 2026
Hills Bank & Trust Co History No change 4,364 541 0.02% 0.02% 1778 0 0.0% Q2 2026 Aug 10, 2026
Formidable Asset Management, LLC History No change 1,270 541 0.09% 0.09% 1779 0 0.0% Q2 2026 Jul 17, 2026
Auxano Advisors, LLC History No change 4,360 541 0.1% 0.1% 1780 0 0.0% Q2 2026 Aug 07, 2026
Fort Point Capital Partners LLC History No change 4,354 540 0.04% 0.04% 1781 0 0.0% Q2 2026 Aug 14, 2026
D.B. Root & Company, LLC History No change 4,343 539 0.11% 0.11% 1782 0 0.0% Q2 2026 Aug 13, 2026
Skyline Advisors, Inc. History No change 4,334 538 0.17% 0.17% 1783 0 0.0% Q2 2026 Jul 20, 2026
Occam Crest Management LP History No change 750 538 0.28% 0.28% 1784 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 4,332 537 0.2% 0.2% 1785 0 0.0% Q2 2026 Aug 06, 2026
First Nebraska Trust Co History No change 4,332 537 0.04% 0.04% 1786 0 0.0% Q2 2026 Aug 12, 2026
ROBERTS GLORE & CO INC /IL/ History No change 4,304 534 0.13% 0.13% 1787 0 0.0% Q2 2026 Aug 10, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 4,306 534 0.09% 0.09% 1788 0 0.0% Q2 2026 Aug 12, 2026
Granite Group Advisors, LLC History No change 4,294 533 0.32% 0.32% 1789 0 0.0% Q2 2026 Jul 23, 2026
Riverbend Wealth Management, LLC History No change 4,281 531 0.27% 0.27% 1790 0 0.0% Q2 2026 Jul 22, 2026
Tailwinds Wealth, LLC History No change 4,253 528 0.31% 0.31% 1791 0 0.0% Q2 2026 Jul 13, 2026
Grange Capital, LLC History No change 4,240 526 0.48% 0.48% 1792 0 0.0% Q2 2026 Jul 28, 2026
FCA CORP /TX History No change 4,220 523 0.13% 0.13% 1793 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 1,227 523 0.07% 0.07% 1794 0 0.0% Q2 2026 Aug 05, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 4,220 523 0.03% 0.03% 1795 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 4,232 522 0.06% 0.06% 1796 0 0.0% Q2 2026 Aug 13, 2026
FORONJY FINANCIAL LLC History No change 4,194 520 0.19% 0.19% 1797 0 0.0% Q2 2026 Jul 23, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 4,136 518 0.11% 0.1% 1798 0 0.0% Q3 2026 Oct 05, 2026
Joel Adams & Associates, Inc. History No change 4,178 518 0.33% 0.33% 1799 0 0.0% Q2 2026 Aug 06, 2026
Ballast Rock Private Wealth LLC History No change 4,176 518 0.24% 0.24% 1800 0 0.0% Q2 2026 Aug 10, 2026
Bright Futures Wealth Management, LLC. History No change 4,164 517 0.33% 0.33% 1801 0 0.0% Q2 2026 Jul 24, 2026
Quest 10 Wealth Builders, Inc. History No change 4,166 517 0.4% 0.4% 1802 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 4,148 515 0.06% 0.06% 1803 0 0.0% Q2 2026 Jul 23, 2026
JBR Co Financial Management Inc History No change 4,136 513 0.19% 0.19% 1804 0 0.0% Q2 2026 Jul 09, 2026
BankPlus Trust Department History No change 4,132 513 0.12% 0.12% 1805 0 0.0% Q2 2026 Jul 28, 2026
Trek Financial, LLC History No change 4,124 512 0.03% 0.03% 1806 0 0.0% Q2 2026 Aug 13, 2026
Retireful, LLC History Added to 4,084 511 0.44% 0.41% 1807 +531 14.95% Q3 2026 Oct 08, 2026
FIRST MERCHANTS CORP History No change 4,103 509 0.02% 0.02% 1808 0 0.0% Q2 2026 Jul 15, 2026
Beacon Bank & Trust History No change 4,068 505 0.1% 0.1% 1809 0 0.0% Q2 2026 Aug 03, 2026
Dala Group, LLC History No change 4,059 504 0.42% 0.42% 1810 0 0.0% Q2 2026 Aug 10, 2026
Cardinal Strategic Wealth Guidance History No change 4,056 503 0.11% 0.11% 1811 0 0.0% Q2 2026 Jul 30, 2026
Stanich Group LLC History No change 4,057 503 0.32% 0.32% 1812 0 0.0% Q2 2026 Jul 16, 2026
Clarity Capital Advisors, LLC History No change 4,051 502 0.21% 0.21% 1813 0 0.0% Q2 2026 Jul 13, 2026
Orion Capital Management LLC History No change 4,040 501 0.15% 0.15% 1814 0 0.0% Q2 2026 Aug 17, 2026
Invst, LLC History No change 4,040 501 0.05% 0.05% 1815 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 4,028 500 0.0% 0.0% 1816 0 0.0% Q2 2026 Aug 13, 2026
COOPER/HAIMS ADVISORS, LLC History No change 4,031 500 0.22% 0.22% 1817 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History Added to 3,988 499 0.04% 0.03% 1818 +1,292 47.92% Q3 2026 Oct 09, 2026
LCNB CORP History No change 4,014 498 0.15% 0.15% 1819 0 0.0% Q2 2026 Aug 10, 2026
NerdWallet Wealth Partners, LLC History No change 4,014 498 0.17% 0.17% 1820 0 0.0% Q2 2026 Jul 07, 2026
ABNER HERRMAN & BROCK LLC History No change 3,998 496 0.05% 0.05% 1821 0 0.0% Q2 2026 Jul 08, 2026
Collar Capital Management, LLC History No change 4,000 496 0.29% 0.29% 1822 0 0.0% Q2 2026 Jul 27, 2026
Kroeger Financial Partners History No change 4,002 496 0.48% 0.48% 1823 0 0.0% Q2 2026 Jul 27, 2026
Probity Advisors, Inc. History No change 3,988 495 0.07% 0.07% 1824 0 0.0% Q2 2026 Jul 31, 2026
Fusion Family Wealth, LLC History No change 3,988 495 0.03% 0.03% 1825 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 3,988 495 0.0% 0.0% 1826 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,980 494 0.03% 0.03% 1827 0 0.0% Q2 2026 Aug 05, 2026
Align Financial, LLC History No change 3,984 494 0.25% 0.25% 1828 0 0.0% Q2 2026 Jul 27, 2026
Impact Partnership Wealth, LLC History No change 3,973 493 0.05% 0.05% 1829 0 0.0% Q2 2026 Jul 29, 2026
Bravias Capital Group, LLC History No change 3,976 493 0.29% 0.29% 1830 0 0.0% Q2 2026 Jul 30, 2026
Aspire Private Capital, LLC History No change 3,968 492 0.1% 0.1% 1831 0 0.0% Q2 2026 Jul 15, 2026
Carrera Capital Advisors History No change 3,967 492 0.07% 0.07% 1832 0 0.0% Q2 2026 Aug 03, 2026
DV Trading LLC History No change 3,950 490 0.02% 0.02% 1833 0 0.0% Q2 2026 Aug 14, 2026
Evernest Financial Advisors, LLC History No change 3,952 490 0.1% 0.1% 1834 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Management Group, LLC History No change 3,948 490 0.11% 0.11% 1835 0 0.0% Q2 2026 Jul 27, 2026
Box Hill Private Wealth LLC History Added to 3,883 486 0.35% 0.39% 1836 +3 0.08% Q3 2026 Oct 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,913 485 0.07% 0.07% 1837 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 3,907 485 0.54% 0.54% 1838 0 0.0% Q2 2026 Jul 02, 2026
Optivise Advisory Services LLC History No change 3,900 484 0.25% 0.25% 1839 0 0.0% Q2 2026 Jul 13, 2026
Flavin Financial Services, Inc. History No change 3,901 484 0.28% 0.28% 1840 0 0.0% Q2 2026 Aug 13, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 3,892 483 0.29% 0.29% 1841 0 0.0% Q2 2026 Jul 21, 2026
Marble Wealth, LLC History No change 3,895 483 0.07% 0.07% 1842 0 0.0% Q2 2026 Aug 07, 2026
TOP Private Wealth LLC. History No change 3,894 483 0.46% 0.46% 1843 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc. /CA/ History No change 3,888 482 0.18% 0.18% 1844 0 0.0% Q2 2026 Jul 22, 2026
Polaris Investment Advisors, LLC History No change 3,886 482 0.31% 0.31% 1845 0 0.0% Q2 2026 Jul 09, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 3,880 481 0.05% 0.05% 1846 0 0.0% Q2 2026 Jul 22, 2026
NIXON PEABODY TRUST CO History No change 3,880 481 0.03% 0.03% 1847 0 0.0% Q2 2026 Jul 27, 2026
1776 Wealth LLC History No change 3,872 480 0.17% 0.17% 1848 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 3,872 480 0.09% 0.09% 1849 0 0.0% Q2 2026 Jul 20, 2026
Sonoma Private Wealth LLC History No change 3,860 479 0.51% 0.51% 1850 0 0.0% Q2 2026 Aug 14, 2026
ORBA Wealth Advisors, L.L.C. History No change 3,861 479 0.41% 0.41% 1851 0 0.0% Q2 2026 Jul 23, 2026
Blue Fin Capital, Inc. History No change 3,852 478 0.07% 0.07% 1852 0 0.0% Q2 2026 Aug 04, 2026
Round Rock Advisors LLC History No change 3,848 477 0.06% 0.06% 1853 0 0.0% Q2 2026 Aug 12, 2026
New Perspectives, Inc History No change 3,848 477 0.15% 0.15% 1854 0 0.0% Q2 2026 Jul 22, 2026
Calamos Advisors LLC History No change 3,840 476 0.0% 0.0% 1855 0 0.0% Q2 2026 Jul 31, 2026
HCR Wealth Advisors History No change 3,833 476 0.04% 0.04% 1856 0 0.0% Q2 2026 Jul 13, 2026
REGATTA CAPITAL GROUP, LLC History No change 3,836 476 0.06% 0.06% 1857 0 0.0% Q2 2026 Aug 12, 2026
Austin Asset Management Co Inc History No change 3,827 475 0.07% 0.07% 1858 0 0.0% Q2 2026 Jul 31, 2026
Grantvest Financial Group LLC History No change 3,821 474 0.27% 0.27% 1859 0 0.0% Q2 2026 Aug 07, 2026
Northwest Bancshares, Inc. History No change 3,795 471 0.08% 0.08% 1860 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 3,796 471 0.04% 0.04% 1861 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 3,800 471 0.09% 0.09% 1862 0 0.0% Q2 2026 Aug 11, 2026
Clear Trail Advisors, LLC History No change 3,800 471 0.07% 0.07% 1863 0 0.0% Q2 2026 Jul 21, 2026
Oder Investment Management, LLC History No change 3,792 470 0.32% 0.32% 1864 0 0.0% Q2 2026 Aug 11, 2026
Vision Capital Management, Inc. History No change 3,784 469 0.05% 0.05% 1865 0 0.0% Q2 2026 Aug 10, 2026
Perennial Advisors, LLC History No change 3,784 469 0.07% 0.07% 1866 0 0.0% Q2 2026 Jul 13, 2026
Capital Management Associates, Inc History No change 3,776 468 0.09% 0.09% 1867 0 0.0% Q2 2026 Jul 22, 2026
Owl Creek Wealth Partners LLC History No change 3,773 468 0.14% 0.14% 1868 0 0.0% Q2 2026 Jul 20, 2026
DMKC Advisory Services, LLC History No change 3,764 467 0.09% 0.09% 1869 0 0.0% Q2 2026 Jul 07, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 3,914 467 0.18% 0.18% 1870 0 0.0% Q2 2026 Aug 12, 2026
DIVERSIFIED MANAGEMENT INC History Added to 3,728 466 0.08% 0.09% 1871 +208 5.91% Q3 2026 Oct 08, 2026
F/m Investments LLC History No change 3,756 466 0.02% 0.02% 1872 0 0.0% Q2 2026 Aug 05, 2026
Newton One Investments LLC History No change 3,755 466 0.12% 0.12% 1873 0 0.0% Q2 2026 Jul 22, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 3,744 464 0.03% 0.03% 1874 0 0.0% Q2 2026 Jul 15, 2026
Capital Research Global Investors History No change 3,787 461 0.0% 0.0% 1875 0 0.0% Q2 2026 Aug 12, 2026
Global Wealth Management Investment Advisory, Inc. History No change 3,709 460 0.07% 0.07% 1876 0 0.0% Q2 2026 Jul 29, 2026
Abacus Planning Group, Inc. History No change 3,699 459 0.06% 0.06% 1877 0 0.0% Q2 2026 Jul 20, 2026
Trexquant Investment LP History No change 3,689 458 0.0% 0.0% 1878 0 0.0% Q2 2026 Aug 14, 2026
Chemistry Wealth Management LLC History No change 3,690 458 0.07% 0.07% 1879 0 0.0% Q2 2026 Jul 09, 2026
COMMONS CAPITAL, LLC History No change 3,679 456 0.32% 0.32% 1880 0 0.0% Q2 2026 Jul 30, 2026
Values Added Financial LLC History No change 3,680 456 0.16% 0.16% 1881 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Added to 3,629 454 0.24% 0.19% 1884 +845 30.35% Q3 2026 Oct 07, 2026
Madison Wealth Partners, Inc History No change 3,658 454 0.06% 0.06% 1882 0 0.0% Q2 2026 Aug 12, 2026
Canopy Partners, LLC History No change 3,664 454 0.14% 0.14% 1883 0 0.0% Q2 2026 Jul 22, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 3,652 453 0.19% 0.19% 1885 0 0.0% Q2 2026 Jul 13, 2026
Barnes Wealth Management Group, Inc History No change 3,655 453 0.21% 0.21% 1886 0 0.0% Q2 2026 Jul 24, 2026
BAM Wealth Management, LLC History No change 3,653 453 0.28% 0.28% 1887 0 0.0% Q2 2026 Jul 14, 2026
Prasad Wealth Partners, LLC History No change 3,633 451 0.11% 0.11% 1888 0 0.0% Q2 2026 Jul 29, 2026
UNIVEST FINANCIAL Corp History No change 3,628 450 0.02% 0.02% 1889 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,632 450 0.01% 0.01% 1890 0 0.0% Q2 2026 Jul 31, 2026
Members Trust Co History No change 3,616 448 0.01% 0.01% 1891 0 0.0% Q2 2026 Jul 31, 2026
McElhenny Sheffield Capital Management, LLC History No change 3,612 448 0.11% 0.11% 1892 0 0.0% Q2 2026 Jul 22, 2026
Wilson & Boucher Capital Management, LLC History No change 3,616 448 0.26% 0.26% 1893 0 0.0% Q2 2026 Aug 18, 2026
TigerOak Management, L.L.C. History No change 3,616 448 0.13% 0.13% 1894 0 0.0% Q2 2026 Aug 11, 2026
DAHRING | CUSMANO LLC History No change 3,609 448 0.24% 0.24% 1895 0 0.0% Q2 2026 Jul 28, 2026
Greenwich Wealth Management LLC History No change 3,600 447 0.02% 0.02% 1896 0 0.0% Q2 2026 Aug 12, 2026
IBEX WEALTH ADVISORS History No change 3,593 446 0.03% 0.03% 1897 0 0.0% Q2 2026 Jul 27, 2026
Custos Family Office, LLC History No change 3,599 446 0.27% 0.27% 1898 0 0.0% Q2 2026 Aug 19, 2026
Global Trust Asset Management, LLC History No change 3,582 444 0.14% 0.14% 1899 0 0.0% Q2 2026 Aug 03, 2026
Fortitude Financial, LLC History No change 3,576 444 0.4% 0.4% 1900 0 0.0% Q2 2026 Jul 09, 2026
MKT Advisors LLC History No change 3,655 443 0.14% 0.14% 1901 0 0.0% Q2 2026 Jul 09, 2026
FOSTER & MOTLEY INC History No change 3,563 442 0.02% 0.02% 1902 0 0.0% Q2 2026 Aug 07, 2026
NOVUS ADVISORS, LLC History No change 3,560 442 0.92% 0.92% 1903 0 0.0% Q2 2026 Jul 27, 2026
Aureus Asset Management, LLC History No change 3,552 441 0.03% 0.03% 1904 0 0.0% Q2 2026 Aug 14, 2026
Everhart Financial Group, Inc. History Reduced 3,508 439 0.03% 0.03% 1907 -12 -0.34% Q3 2026 Oct 08, 2026
First National Bank of Hutchinson History No change 3,540 439 0.24% 0.24% 1905 0 0.0% Q2 2026 Aug 03, 2026
Praetorian Wealth Management, Inc. History No change 3,540 439 0.08% 0.08% 1906 0 0.0% Q2 2026 Jul 07, 2026
Tanager Wealth Management LLP History No change 3,536 439 0.04% 0.04% 1908 0 0.0% Q2 2026 Jul 23, 2026
Daybright Advisory Services, Inc. History No change 3,710 438 0.1% 0.1% 1909 0 0.0% Q2 2026 Aug 04, 2026
Neumann Capital Management, LLC History No change 3,488 433 0.29% 0.29% 1910 0 0.0% Q2 2026 Jul 10, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 3,488 433 0.02% 0.02% 1911 0 0.0% Q2 2026 Aug 14, 2026
Summit Investment Advisory Services, LLC History No change 3,492 433 0.11% 0.11% 1912 0 0.0% Q2 2026 Jul 24, 2026
Silvant Capital Management LLC History No change 3,486 432 0.01% 0.01% 1913 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 3,476 431 0.04% 0.04% 1914 0 0.0% Q2 2026 Jul 16, 2026
JGP Wealth Management, LLC History No change 3,472 431 0.04% 0.04% 1915 0 0.0% Q2 2026 Jul 07, 2026
RETIREMITTEN FINANCIAL LLC History No change 3,463 430 0.18% 0.18% 1916 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 3,460 429 0.04% 0.04% 1917 0 0.0% Q2 2026 Jul 30, 2026
One Charles Private Wealth Services, LLC History No change 3,452 428 0.1% 0.1% 1918 0 0.0% Q2 2026 Jul 15, 2026
BENNETT SELBY INVESTMENTS LP History No change 3,452 428 0.14% 0.14% 1919 0 0.0% Q2 2026 Jul 24, 2026
TopTier Wealth Management, LLC History No change 3,448 428 0.26% 0.26% 1920 0 0.0% Q2 2026 Jul 14, 2026
Elk River Wealth Management LLC History No change 3,444 427 0.07% 0.07% 1921 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 4,268 427 0.04% 0.04% 1922 0 0.0% Q2 2026 Aug 14, 2026
STRATEGIC PLANNING GROUP, LLC History No change 3,422 425 0.05% 0.05% 1923 0 0.0% Q2 2026 Jul 16, 2026
Advocate Investing Services LLC History No change 3,420 424 0.33% 0.33% 1924 0 0.0% Q2 2026 Jul 28, 2026
Kachkovsky & Fisher, Inc. History No change 3,422 424 0.41% 0.41% 1925 0 0.0% Q2 2026 Sep 08, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 3,408 423 0.03% 0.03% 1926 0 0.0% Q2 2026 Aug 07, 2026
TRITONPOINT WEALTH, LLC History No change 3,408 423 0.04% 0.04% 1927 0 0.0% Q2 2026 Aug 11, 2026
Wood Tarver Financial Group, LLC History No change 3,404 422 0.1% 0.1% 1928 0 0.0% Q2 2026 Aug 13, 2026
Berkeley, Inc History No change 3,382 419 0.13% 0.13% 1929 0 0.0% Q2 2026 Jul 24, 2026
Putney Financial Group LLC History No change 3,368 418 0.38% 0.38% 1930 0 0.0% Q2 2026 Jul 21, 2026
BRAUN STACEY ASSOCIATES INC History No change 3,356 416 0.01% 0.01% 1931 0 0.0% Q2 2026 Aug 05, 2026
Opal Wealth Advisors, LLC History No change 3,351 416 0.09% 0.09% 1932 0 0.0% Q2 2026 Jul 20, 2026
LMCG INVESTMENTS, LLC History No change 3,333 413 0.02% 0.02% 1933 0 0.0% Q2 2026 Jul 22, 2026
Cedar Wealth Management, LLC History No change 3,329 413 0.11% 0.11% 1934 0 0.0% Q2 2026 Aug 12, 2026
PLANWISER FINANCIAL, LLC History No change 3,332 413 0.29% 0.29% 1935 0 0.0% Q2 2026 Aug 07, 2026
BANK OF STOCKTON History No change 3,320 412 0.12% 0.12% 1936 0 0.0% Q2 2026 Jul 29, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,310 411 0.14% 0.14% 1937 0 0.0% Q2 2026 Aug 13, 2026
Intellus Advisors LLC History No change 3,316 411 0.05% 0.05% 1938 0 0.0% Q2 2026 Aug 12, 2026
Planning Center, Inc. History No change 3,308 410 0.04% 0.04% 1939 0 0.0% Q2 2026 Jul 29, 2026
Alessandra Capital Management, LLC History No change 3,304 410 0.29% 0.29% 1940 0 0.0% Q2 2026 Jul 28, 2026
Essential Investment Partners LLC History No change 3,308 410 0.33% 0.33% 1941 0 0.0% Q2 2026 Jul 15, 2026
Aspect Partners, LLC History No change 3,300 409 0.15% 0.15% 1942 0 0.0% Q2 2026 Jul 16, 2026
Abbot Financial Management, Inc. History No change 3,292 408 0.14% 0.14% 1943 0 0.0% Q2 2026 Aug 06, 2026
M3 Advisory Group, LLC History No change 3,289 408 0.21% 0.21% 1944 0 0.0% Q2 2026 Jul 24, 2026
Investors Research Corp History Added to 3,257 407 0.07% 0.07% 1947 +73 2.29% Q3 2026 Oct 07, 2026
Proficio Capital Partners LLC History No change 3,280 407 0.01% 0.01% 1945 0 0.0% Q2 2026 Aug 14, 2026
Parker Investment Management, LLC History No change 3,284 407 0.03% 0.03% 1946 0 0.0% Q2 2026 Aug 14, 2026
Cascades Capital Asset Management, LLC History No change 3,264 405 0.15% 0.15% 1948 0 0.0% Q2 2026 Aug 14, 2026
Osprey Private Wealth LLC History No change 3,264 405 0.1% 0.1% 1949 0 0.0% Q2 2026 Aug 03, 2026
Kondo Wealth Advisors, Inc. History No change 3,265 405 0.14% 0.14% 1950 0 0.0% Q2 2026 Jul 21, 2026
Antonelli Financial Advisors, LLC History No change 3,252 404 0.28% 0.28% 1951 0 0.0% Q2 2026 Jul 14, 2026
FOCUSED ALPHA, LLC History No change 3,249 403 0.1% 0.1% 1952 0 0.0% Q2 2026 Aug 07, 2026
High Point Wealth Management, LLC History No change 3,250 403 0.33% 0.33% 1953 0 0.0% Q2 2026 Jul 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,232 401 0.03% 0.03% 1954 0 0.0% Q2 2026 Aug 03, 2026
Range Financial Group LLC History No change 3,236 401 0.11% 0.11% 1955 0 0.0% Q2 2026 Jul 15, 2026
SkyOak Wealth, LLC History No change 3,219 399 0.07% 0.07% 1956 0 0.0% Q2 2026 Jul 30, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 3,208 398 0.08% 0.08% 1957 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 3,212 398 0.24% 0.24% 1958 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Bancorp, Inc. History No change 3,199 397 0.1% 0.1% 1959 0 0.0% Q2 2026 Jul 28, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,188 395 0.02% 0.02% 1960 0 0.0% Q2 2026 Jul 20, 2026
Kaufman Rossin Wealth, LLC History No change 3,180 392 0.19% 0.19% 1961 0 0.0% Q2 2026 Jul 16, 2026
Bonfire Financial History No change 3,156 391 0.25% 0.25% 1962 0 0.0% Q2 2026 Aug 07, 2026
Aurora Private Wealth, Inc. History No change 3,143 390 0.25% 0.25% 1963 0 0.0% Q2 2026 Jul 21, 2026
Scarborough Advisors, LLC History No change 3,211 390 0.04% 0.04% 1964 0 0.0% Q2 2026 Jul 21, 2026
Matisse Capital History No change 3,140 389 0.16% 0.16% 1965 0 0.0% Q2 2026 Aug 12, 2026
High Net Worth Advisory Group LLC History No change 3,136 389 0.08% 0.08% 1966 0 0.0% Q2 2026 Jul 29, 2026
DSM CAPITAL PARTNERS LLC History No change 3,131 388 0.01% 0.01% 1967 0 0.0% Q2 2026 Aug 03, 2026
Prospect Financial Services LLC History No change 3,126 388 0.2% 0.2% 1968 0 0.0% Q2 2026 Aug 06, 2026
Emergent Wealth Advisors, LLC History Added to 3,096 387 0.2% 0.2% 1969 +3 0.1% Q3 2026 Oct 08, 2026
Abacus Wealth Partners, LLC History No change 3,120 387 0.04% 0.04% 1970 0 0.0% Q2 2026 Jul 22, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 3,124 386 0.22% 0.22% 1971 0 0.0% Q2 2026 Jul 24, 2026
Lakeshore Financial Planning, Inc. History No change 3,108 385 0.12% 0.12% 1972 0 0.0% Q2 2026 Jul 13, 2026
Strengthening Families & Communities, LLC History No change 3,092 383 0.09% 0.09% 1973 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History Added to 3,048 381 0.01% 0.0% 1974 +308 11.24% Q3 2026 Oct 08, 2026
O'ROURKE & COMPANY, Inc History No change 3,060 380 0.13% 0.13% 1975 0 0.0% Q2 2026 Aug 14, 2026
Left Brain Wealth Management, LLC History No change 3,056 379 0.11% 0.11% 1976 0 0.0% Q2 2026 Jul 30, 2026
Sharper & Granite LLC History No change 3,060 379 0.12% 0.12% 1977 0 0.0% Q2 2026 Jul 16, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 3,132 378 0.12% 0.12% 1978 0 0.0% Q2 2026 Jul 23, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 924 378 0.09% 0.09% 1979 0 0.0% Q2 2026 Aug 14, 2026
Carson Advisory Inc. History No change 3,051 378 0.17% 0.17% 1980 0 0.0% Q2 2026 Aug 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 3,051 378 0.17% 0.17% 1981 0 0.0% Q2 2026 Jul 20, 2026
Kellett Wealth Advisors, LLC History No change 3,037 377 0.18% 0.18% 1982 0 0.0% Q2 2026 Jul 23, 2026
Wealth Enhancement Trust Services, Inc. History Added to 3,004 376 0.04% 0.03% 1983 +488 19.4% Q3 2026 Oct 07, 2026
GRANDFIELD & DODD, LLC History No change 3,028 375 0.02% 0.02% 1984 0 0.0% Q2 2026 Aug 07, 2026
SHUFRO ROSE & CO LLC History No change 3,013 374 0.02% 0.02% 1985 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 3,020 374 0.0% 0.0% 1986 0 0.0% Q2 2026 Jul 17, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 3,012 374 0.01% 0.01% 1987 0 0.0% Q2 2026 Aug 18, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,012 374 0.05% 0.05% 1988 0 0.0% Q2 2026 Aug 11, 2026
Charles Schwab Trust Co History No change 3,020 374 0.02% 0.02% 1989 0 0.0% Q2 2026 Jul 10, 2026
ARQ WEALTH ADVISORS, LLC History No change 3,096 374 0.05% 0.05% 1990 0 0.0% Q2 2026 Jul 24, 2026
Family Office Research LLC History No change 3,015 374 0.14% 0.14% 1991 0 0.0% Q2 2026 Jul 27, 2026
Bedminster, LLC History No change 3,012 374 0.32% 0.32% 1992 0 0.0% Q2 2026 Aug 04, 2026
Oak Harvest Investment Services History No change 3,005 373 0.03% 0.03% 1993 0 0.0% Q2 2026 Jul 24, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 3,005 373 0.1% 0.1% 1994 0 0.0% Q2 2026 Jul 16, 2026
Legacy Bridge, LLC History No change 3,000 372 0.11% 0.11% 1995 0 0.0% Q2 2026 Aug 13, 2026
Lavaca Capital LLC History No change 2,988 371 0.04% 0.04% 1996 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 2,976 369 0.0% 0.0% 1997 0 0.0% Q2 2026 Aug 07, 2026
Tiller Private Wealth, Inc. History No change 2,972 369 0.12% 0.12% 1998 0 0.0% Q2 2026 Jul 24, 2026
Opulen Financial Group LLC History No change 2,973 369 0.23% 0.23% 1999 0 0.0% Q2 2026 Jul 27, 2026
BRAVE ASSET MANAGEMENT INC History No change 2,968 368 0.08% 0.08% 2000 0 0.0% Q2 2026 Jul 08, 2026