iSHARES TRUST - IWP

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 20,083,691 2,940,453 0.16% 0.16% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,000,459 1,024,937 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,866,456 858,907 0.2% 0.2% 3 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 5,335,358 781,149 0.13% 0.13% 4 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 3,941,675 577,100 3.43% 3.43% 5 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 2,726,167 399,138 0.09% 0.09% 6 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 2,718,424 398,004 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 2,542,307 373,516 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,424,157 354,920 0.18% 0.18% 9 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 2,243,150 328,419 6.17% 6.17% 10 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,218,307 324,782 0.41% 0.41% 11 0 0.0% Q2 2026 Jul 29, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,103,984 308,044 2.31% 2.31% 12 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,996,544 282,910 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,876,868 274,792 0.95% 0.95% 14 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 1,523,545 223,062 0.98% 0.98% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,486,576 217,649 0.12% 0.12% 16 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 1,353,964 198,233 0.22% 0.22% 17 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,352,671 198,044 0.95% 0.95% 18 0 0.0% Q2 2026 Sep 23, 2026
Plante Moran Financial Advisors, LLC History No change 1,324,615 193,936 9.02% 9.02% 19 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 1,270,561 186,050 0.22% 0.22% 20 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 1,242,947 181,979 2.72% 2.72% 21 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 1,188,094 173,948 1.71% 1.71% 22 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 1,138,018 166,617 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 996,753 145,934 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 918,632 134,498 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 743,948 108,921 14.44% 14.44% 26 0 0.0% Q2 2026 Jul 09, 2026
American Family Investments, Inc. History No change 723,817 105,974 1.91% 1.91% 27 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 722,419 105,769 0.1% 0.1% 28 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 662,972 97,065 0.1% 0.1% 29 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 662,087 96,936 5.8% 5.8% 30 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 641,849 93,973 0.11% 0.11% 31 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 636,878 93,245 0.1% 0.1% 32 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 615,207 90,072 0.11% 0.11% 33 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 588,919 85,205 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 563,017 82,431 4.66% 4.66% 35 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History No change 491,388 71,944 0.12% 0.12% 36 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS INC /AR/ History No change 485,385 71,079 0.8% 0.8% 37 0 0.0% Q2 2026 Jul 29, 2026
Equitable Holdings, Inc. History No change 461,131 67,514 0.4% 0.4% 38 0 0.0% Q2 2026 Aug 17, 2026
GOLDMAN SACHS GROUP INC History No change 452,315 66,223 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 435,416 63,749 5.79% 5.79% 40 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 415,398 60,818 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 401,192 58,738 0.43% 0.43% 42 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 395,460 57,899 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 370,317 54,218 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 340,414 49,840 1.02% 1.02% 45 0 0.0% Q2 2026 Aug 06, 2026
Wescott Financial Advisory Group, LLC History No change 338,838 49,609 3.84% 3.84% 46 0 0.0% Q2 2026 Aug 04, 2026
Truepoint, Inc. History No change 320,731 46,958 0.98% 0.98% 47 0 0.0% Q2 2026 Jul 31, 2026
Krilogy Financial LLC History No change 313,541 45,905 1.36% 1.36% 48 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 303,981 44,505 0.13% 0.13% 49 0 0.0% Q2 2026 Aug 04, 2026
Cedar Mountain Advisors, LLC History No change 276,200 40,438 6.96% 6.96% 50 0 0.0% Q2 2026 Jul 02, 2026
NATIXIS ADVISORS, LLC History No change 273,307 40,014 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 255,257 37,372 0.28% 0.28% 52 0 0.0% Q2 2026 Aug 14, 2026
Badgley Phelps Wealth Managers, LLC History No change 250,932 36,738 0.64% 0.64% 53 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Financial Partners, Inc. History No change 250,670 36,700 0.25% 0.25% 54 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 249,376 36,511 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 245,402 35,929 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 226,826 33,209 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 223,400 32,708 0.08% 0.08% 58 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 222,647 32,597 0.45% 0.45% 59 0 0.0% Q2 2026 Aug 10, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 216,541 31,704 0.43% 0.43% 60 0 0.0% Q2 2026 Aug 13, 2026
GenWealth Group, Inc. History No change 208,254 30,490 4.75% 4.75% 61 0 0.0% Q2 2026 Jul 10, 2026
RTD Financial Advisors, Inc. History No change 195,438 28,614 3.12% 3.12% 62 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 193,126 28,275 0.09% 0.09% 63 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 192,603 28,199 0.08% 0.08% 64 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 190,389 27,874 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 187,930 27,514 0.29% 0.29% 66 0 0.0% Q2 2026 Aug 03, 2026
Orion Porfolio Solutions, LLC History No change 187,509 27,453 0.21% 0.21% 67 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 185,295 27,129 0.09% 0.09% 68 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 184,822 27,059 3.12% 3.12% 69 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 177,600 26,005 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 175,551 25,702 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Pacific Life Fund Advisors LLC History No change 264,305 25,489 2.8% 2.8% 72 0 0.0% Q2 2026 Aug 04, 2026
Integrated Investment Consultants, LLC History No change 171,138 25,056 4.93% 4.93% 73 0 0.0% Q2 2026 Aug 17, 2026
Accredited Investors Inc. History No change 170,300 24,933 1.08% 1.08% 74 0 0.0% Q2 2026 Jul 21, 2026
SVB WEALTH LLC History No change 169,224 24,776 1.56% 1.56% 75 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 168,554 24,678 0.07% 0.07% 76 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 166,511 24,378 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
WASHINGTON TRUST BANK History No change 166,435 24,367 1.7% 1.7% 78 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 163,603 23,953 0.26% 0.26% 79 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 163,540 23,943 0.12% 0.12% 80 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 163,106 23,880 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 27, 2026
Midwest Trust Co History No change 160,932 23,562 0.27% 0.27% 82 0 0.0% Q2 2026 Aug 04, 2026
MML INVESTORS SERVICES, LLC History No change 155,142 22,714 0.05% 0.05% 83 0 0.0% Q2 2026 Aug 07, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 154,430 22,610 3.78% 3.78% 84 0 0.0% Q2 2026 Jul 08, 2026
AE Wealth Management LLC History No change 152,890 22,384 0.1% 0.1% 85 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 152,623 22,345 0.08% 0.08% 86 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 152,190 22,282 1.32% 1.32% 87 0 0.0% Q2 2026 Aug 10, 2026
Falcon Wealth Planning History No change 151,371 22,162 1.4% 1.4% 88 0 0.0% Q2 2026 Jul 13, 2026
StoryOne LLC History No change 148,100 21,683 10.25% 10.25% 89 0 0.0% Q2 2026 Jul 24, 2026
Mechanics Bank Trust Department History No change 145,534 21,307 2.64% 2.64% 90 0 0.0% Q2 2026 Jul 07, 2026
Mesirow Financial Investment Management, Inc. History No change 143,704 21,043 0.33% 0.33% 91 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 137,750 20,168 0.11% 0.11% 92 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 135,272 19,805 0.11% 0.11% 93 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 132,539 19,404 4.48% 4.48% 94 0 0.0% Q2 2026 Jul 17, 2026
NORTHERN TRUST CORP History No change 128,220 18,772 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 127,771 18,706 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 13, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 132,434 18,233 9.31% 9.61% 97 +2,147 1.65% Q3 2026 Oct 01, 2026
DIVERSIFIED MANAGEMENT INC History Added to 130,240 17,931 3.13% 3.89% 98 +5,918 4.76% Q3 2026 Oct 08, 2026
Private Advisor Group, LLC History No change 118,781 17,390 0.08% 0.08% 99 0 0.0% Q2 2026 Jul 27, 2026
BANK OF HAWAII History No change 115,648 16,932 0.84% 0.84% 100 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC History Added to 122,704 16,893 1.25% 1.34% 101 +2,359 1.96% Q3 2026 Oct 01, 2026
Sanctuary Advisors, LLC History No change 114,201 16,720 0.08% 0.08% 102 0 0.0% Q2 2026 Aug 13, 2026
JMG Financial Group, Ltd. History No change 113,405 16,603 0.4% 0.4% 103 0 0.0% Q2 2026 Jul 31, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 107,320 15,712 6.56% 6.56% 104 0 0.0% Q2 2026 Jul 14, 2026
Avantax Planning Partners, Inc. History No change 107,070 15,676 0.39% 0.39% 105 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 107,028 15,669 0.24% 0.24% 106 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 103,158 15,103 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 14, 2026
Bishop & Co Investment Management, LLC History No change 103,129 15,099 4.65% 4.65% 108 0 0.0% Q2 2026 Jul 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 103,050 15,087 0.19% 0.19% 109 0 0.0% Q2 2026 Jul 24, 2026
LMG Wealth Partners, LLC History No change 102,212 14,964 2.39% 2.39% 110 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 102,008 14,934 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 100,892 14,771 0.55% 0.55% 112 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 99,121 14,512 0.42% 0.42% 113 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 98,621 14,439 0.26% 0.26% 114 0 0.0% Q2 2026 Jul 31, 2026
Nuveen, LLC History No change 93,911 13,749 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 93,825 13,736 0.52% 0.52% 116 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 93,272 13,655 0.33% 0.33% 117 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 95,654 13,635 0.02% 0.02% 118 0 0.0% Q2 2026 Jul 15, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 98,393 13,546 1.18% 1.21% 119 +503 0.51% Q3 2026 Oct 07, 2026
Heck Capital Advisors, LLC History No change 90,654 13,272 0.79% 0.79% 120 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 88,152 12,906 0.23% 0.23% 121 0 0.0% Q2 2026 Jul 20, 2026
NorthRock Partners, LLC History No change 86,562 12,673 0.18% 0.18% 122 0 0.0% Q2 2026 Aug 11, 2026
Forvis Mazars Wealth Advisors, LLC History No change 85,868 12,572 0.21% 0.21% 123 0 0.0% Q2 2026 Aug 10, 2026
First Citizens Asset Management, Inc. History No change 85,212 12,475 3.99% 3.99% 124 0 0.0% Q2 2026 Jul 17, 2026
Point72 Asset Management, L.P. History No change 84,700 12,400 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
WestHill Financial Advisors, Inc. History No change 83,725 12,258 2.09% 2.09% 126 0 0.0% Q2 2026 Jul 21, 2026
CITADEL ADVISORS LLC History No change 83,559 12,233 0.0% 0.0% 127 0 0.0% Q2 2026 Sep 02, 2026
XML Financial, LLC History No change 83,381 12,207 0.89% 0.89% 128 0 0.0% Q2 2026 Jul 24, 2026
Cerity Partners LLC History No change 82,482 12,072 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 80,842 11,841 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 13, 2026
Occidental Asset Management, LLC History No change 80,054 11,720 1.16% 1.16% 131 0 0.0% Q2 2026 Aug 07, 2026
FIRST NATIONAL TRUST CO History No change 79,197 11,595 0.39% 0.39% 132 0 0.0% Q2 2026 Jul 30, 2026
Sterling Capital Management LLC History No change 79,016 11,568 0.2% 0.2% 133 0 0.0% Q2 2026 Jul 28, 2026
Whitegate Investment Counselors, Inc. History No change 78,630 11,512 3.28% 3.28% 134 0 0.0% Q2 2026 Aug 10, 2026
Legacy Edge Advisors, LLC History No change 77,597 11,360 1.04% 1.04% 135 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 77,396 11,331 0.33% 0.33% 136 0 0.0% Q2 2026 Aug 06, 2026
Corundum Group, Inc. History No change 76,317 11,173 3.31% 3.31% 137 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 75,558 11,062 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 75,461 11,048 0.43% 0.43% 139 0 0.0% Q2 2026 Jul 20, 2026
MidFirst Bank History No change 73,734 10,795 0.77% 0.77% 140 0 0.0% Q2 2026 Aug 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 73,491 10,759 4.99% 4.99% 141 0 0.0% Q2 2026 Jul 24, 2026
Sentinel Advisory Group, LLC History No change 73,023 10,691 4.37% 4.37% 142 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 72,674 10,640 0.13% 0.13% 143 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 69,969 10,315 0.04% 0.04% 144 0 0.0% Q2 2026 Aug 14, 2026
STOCK YARDS BANK & TRUST CO History No change 69,536 10,180 0.29% 0.29% 145 0 0.0% Q2 2026 Aug 19, 2026
FIRST MERCHANTS CORP History No change 68,631 10,048 0.35% 0.35% 146 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 67,739 9,918 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 05, 2026
USAdvisors Wealth Management, LLC History No change 67,608 9,898 2.84% 2.84% 148 0 0.0% Q2 2026 Jul 29, 2026
FIRST FOUNDATION ADVISORS History No change 66,345 9,713 0.35% 0.35% 149 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 65,699 9,619 0.8% 0.8% 150 0 0.0% Q2 2026 Jul 28, 2026
CONNING INC. History No change 65,605 9,605 0.29% 0.29% 151 0 0.0% Q2 2026 Jul 30, 2026
STEVENS CAPITAL PARTNERS History No change 64,852 9,495 1.81% 1.81% 152 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 64,174 9,395 0.09% 0.09% 153 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 61,655 9,026 0.87% 0.87% 154 0 0.0% Q2 2026 Aug 11, 2026
Mainsail Financial Group, LLC History No change 61,533 9,009 3.06% 3.06% 155 0 0.0% Q2 2026 Jul 15, 2026
Crescent Grove Advisors, LLC History No change 60,813 8,903 0.74% 0.74% 156 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 59,293 8,681 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 19, 2026
Tower Research Capital LLC (TRC) History No change 58,939 8,629 0.21% 0.21% 158 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 58,018 8,494 7.61% 7.61% 159 0 0.0% Q2 2026 Jul 09, 2026
J.W. COLE ADVISORS, INC. History No change 57,373 8,400 0.14% 0.14% 160 0 0.0% Q2 2026 Jul 21, 2026
Clear Harbor Asset Management, LLC History No change 56,680 8,298 0.51% 0.51% 161 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 56,070 8,209 0.3% 0.3% 162 0 0.0% Q2 2026 Jul 17, 2026
Field & Main Bank History No change 55,869 8,179 1.69% 1.69% 163 0 0.0% Q2 2026 Aug 19, 2026
CONDOR CAPITAL MANAGEMENT History No change 55,077 8,063 0.6% 0.6% 164 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 54,694 8,007 0.1% 0.1% 165 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 58,042 7,991 0.06% 0.06% 166 +8,627 17.46% Q3 2026 Oct 08, 2026
Quantinno Capital Management LP History No change 53,780 7,874 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 52,203 7,643 2.41% 2.41% 168 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 51,960 7,607 0.13% 0.13% 169 0 0.0% Q2 2026 Aug 11, 2026
Modera Wealth Management, LLC History No change 50,785 7,435 0.08% 0.08% 170 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Advisors, LLC History No change 50,405 7,379 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 50,288 7,362 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 50,156 7,343 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 49,469 7,243 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 14, 2026
TICINO WEALTH History No change 48,978 7,170 2.26% 2.26% 175 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 48,429 7,090 0.04% 0.04% 176 0 0.0% Q2 2026 Jul 20, 2026
VANCE WEALTH, LLC History No change 47,896 7,012 1.58% 1.58% 177 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 47,821 7,001 0.4% 0.4% 178 0 0.0% Q2 2026 Jul 15, 2026
OLD NATIONAL BANCORP /IN/ History No change 47,759 6,992 0.14% 0.14% 179 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 46,780 6,849 0.09% 0.09% 180 0 0.0% Q2 2026 Aug 12, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 49,409 6,802 0.04% 0.14% 181 -104,870 -67.97% Q3 2026 Oct 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 45,275 6,628 0.09% 0.09% 182 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 45,212 6,620 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 44,890 6,572 0.26% 0.26% 184 0 0.0% Q2 2026 Jul 27, 2026
HUNTINGTON NATIONAL BANK History No change 44,722 6,547 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 44,658 6,538 0.38% 0.38% 186 0 0.0% Q2 2026 Aug 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 44,388 6,498 0.77% 0.77% 187 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT PARTNERS, LTD. History No change 44,284 6,483 2.03% 2.03% 188 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 44,239 6,468 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 43,870 6,423 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 06, 2026
TAGStone Capital, Inc. History No change 43,547 6,375 2.03% 2.03% 191 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 43,508 6,369 0.16% 0.16% 192 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 43,450 6,361 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
GLOBALT Investments LLC / GA History No change 43,375 6,350 0.21% 0.21% 194 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 43,051 6,303 1.35% 1.35% 195 0 0.0% Q2 2026 Jul 01, 2026
Summit Financial, LLC History No change 42,435 6,212 0.07% 0.07% 196 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 42,161 6,172 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 18, 2026
Weinberger Asset Management, Inc History No change 43,606 5,975 1.92% 1.92% 198 0 0.0% Q2 2026 Aug 05, 2026
KINTRA WEALTH, LLC History No change 40,475 5,954 0.31% 0.31% 199 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 40,593 5,943 0.19% 0.19% 200 0 0.0% Q2 2026 Jul 27, 2026
REGIONS FINANCIAL CORP History No change 40,260 5,894 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 39,784 5,824 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 10, 2026
Freestone Capital Holdings, LLC History No change 39,524 5,786 0.15% 0.15% 203 0 0.0% Q2 2026 Jul 31, 2026
Eukles Asset Management History No change 39,325 5,757 2.38% 2.38% 204 0 0.0% Q2 2026 Aug 05, 2026
Capital Group Private Client Services, Inc. History No change 38,081 5,575 0.08% 0.08% 205 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 37,991 5,562 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 38,207 5,547 0.16% 0.16% 207 0 0.0% Q2 2026 Aug 07, 2026
Lee Financial Co History No change 37,755 5,527 0.71% 0.71% 208 0 0.0% Q2 2026 Jul 22, 2026
Concurrent Investment Advisors, LLC History No change 36,895 5,401 0.05% 0.05% 209 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 36,874 5,398 0.23% 0.23% 210 0 0.0% Q2 2026 Jul 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 36,800 5,388 0.09% 0.09% 211 0 0.0% Q2 2026 Aug 10, 2026
Saiph Capital, LLC History No change 36,798 5,387 1.61% 1.61% 212 0 0.0% Q2 2026 Jul 29, 2026
Kingdom Financial Group LLC. History No change 36,778 5,384 1.38% 1.38% 213 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 36,743 5,379 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 36,496 5,343 0.37% 0.37% 215 0 0.0% Q2 2026 Jul 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 36,180 5,297 0.07% 0.07% 216 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 35,997 5,270 0.2% 0.2% 217 0 0.0% Q2 2026 Aug 04, 2026
Processus Wealth & Capital Management, LLC History No change 35,981 5,267 3.12% 3.12% 218 0 0.0% Q2 2026 Jul 15, 2026
Certified Advisory Corp History No change 35,955 5,264 0.42% 0.42% 219 0 0.0% Q2 2026 Jul 16, 2026
EQUITABLE TRUST CO History No change 35,705 5,227 0.22% 0.22% 220 0 0.0% Q2 2026 Jul 23, 2026
Widmann Financial Services, Inc. History No change 35,390 5,181 2.78% 2.78% 221 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 35,072 5,134 0.05% 0.05% 222 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, Inc. History No change 34,981 5,121 0.17% 0.17% 223 0 0.0% Q2 2026 Aug 10, 2026
ACIMA PRIVATE WEALTH, LLC History No change 37,139 5,113 1.48% 1.58% 224 0 0.0% Q3 2026 Oct 05, 2026
Kelsey Financial, LLC History No change 34,500 5,051 3.83% 3.83% 225 0 0.0% Q2 2026 Aug 10, 2026
Advisory Resource Group History No change 34,254 5,015 0.75% 0.75% 226 0 0.0% Q2 2026 Jul 14, 2026
GLENMEDE TRUST CO NA History No change 34,116 4,994 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 10, 2026
Sequent Asset Management, LLC History No change 33,835 4,953 2.09% 2.09% 228 0 0.0% Q2 2026 Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 33,029 4,835 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 13, 2026
COURIER CAPITAL LLC History No change 32,976 4,828 0.24% 0.24% 230 0 0.0% Q2 2026 Jul 16, 2026
Beacon Bank & Trust History No change 32,928 4,820 0.92% 0.92% 231 0 0.0% Q2 2026 Aug 03, 2026
Kingsview Wealth Management, LLC History No change 32,854 4,810 0.06% 0.06% 232 0 0.0% Q2 2026 Aug 18, 2026
Burns Matteson Capital Management, LLC History No change 32,521 4,761 1.49% 1.49% 233 0 0.0% Q2 2026 Jul 17, 2026
Hofer & Associates. Inc History No change 32,498 4,758 2.3% 2.3% 234 0 0.0% Q2 2026 Jul 21, 2026
Atlas Brown,Inc. History No change 32,484 4,756 1.28% 1.28% 235 0 0.0% Q2 2026 Jul 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 32,380 4,740 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 14, 2026
Councilor Wealth, LLC History No change 32,251 4,721 1.91% 1.91% 237 0 0.0% Q2 2026 Jul 21, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 32,076 4,697 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 30,995 4,538 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 12, 2026
LWM ADVISORS INC History Added to 32,814 4,517 3.41% 3.44% 240 +1,264 4.01% Q3 2026 Oct 08, 2026
Vision Capital Management, Inc. History No change 30,582 4,477 0.51% 0.51% 241 0 0.0% Q2 2026 Aug 10, 2026
Auour Investments LLC History No change 29,526 4,322 1.24% 1.24% 242 0 0.0% Q2 2026 Jul 21, 2026
Brady Martz Wealth Solutions, LLC History No change 29,039 4,251 0.64% 0.64% 243 0 0.0% Q2 2026 Jul 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 28,890 4,229 0.37% 0.37% 244 0 0.0% Q2 2026 Jul 30, 2026
B. Riley Wealth Advisors, Inc. History No change 28,969 4,191 0.22% 0.22% 245 0 0.0% Q2 2026 Jul 14, 2026
LifeWealth Investments, LLC History No change 28,562 4,181 1.12% 1.12% 246 0 0.0% Q2 2026 Jul 16, 2026
Financial Engines Advisors L.L.C. History No change 28,539 4,178 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,196 4,128 1.02% 1.02% 248 0 0.0% Q2 2026 Jul 20, 2026
BEAM WEALTH ADVISORS, INC. History No change 27,769 4,065 0.9% 0.9% 249 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 27,513 4,028 0.2% 0.2% 250 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 27,493 4,025 0.4% 0.4% 251 0 0.0% Q2 2026 Jul 21, 2026
Consolidated Investment Group LLC History No change 27,450 4,018 0.35% 0.35% 252 0 0.0% Q2 2026 Jul 22, 2026
Stone Wealth Partners History No change 27,376 4,008 2.93% 2.93% 253 0 0.0% Q2 2026 Jul 16, 2026
Robertson Stephens Wealth Management, LLC History No change 26,910 3,939 0.1% 0.1% 254 0 0.0% Q2 2026 Jul 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 26,723 3,912 0.19% 0.19% 255 0 0.0% Q2 2026 Aug 11, 2026
Mathes Company, Inc. History No change 26,603 3,895 1.21% 1.21% 256 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 26,545 3,886 0.08% 0.08% 257 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 26,212 3,837 0.04% 0.04% 258 0 0.0% Q2 2026 Jul 28, 2026
WESBANCO BANK INC History No change 26,174 3,832 0.1% 0.1% 259 0 0.0% Q2 2026 Jul 28, 2026
Veridan Wealth LLC History No change 25,550 3,740 1.27% 1.27% 260 0 0.0% Q2 2026 Aug 10, 2026
BECKER CAPITAL MANAGEMENT INC History No change 25,465 3,728 0.1% 0.1% 261 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 25,305 3,704 0.06% 0.06% 262 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 25,276 3,700 0.07% 0.07% 263 0 0.0% Q2 2026 Aug 11, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 25,255 3,697 0.34% 0.34% 264 0 0.0% Q2 2026 Jul 09, 2026
Vanguard National Trust Co History No change 25,076 3,671 0.2% 0.2% 265 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 24,818 3,634 0.15% 0.15% 266 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 24,735 3,623 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 14, 2026
MSH Capital Advisors LLC History No change 24,737 3,621 0.63% 0.63% 268 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 24,594 3,600 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 24,484 3,584 0.18% 0.18% 270 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 24,326 3,561 0.04% 0.04% 271 0 0.0% Q2 2026 Aug 04, 2026
Glenview Trust Co History No change 23,948 3,506 0.05% 0.05% 272 0 0.0% Q2 2026 Aug 18, 2026
Global Retirement Partners, LLC History No change 23,444 3,432 0.05% 0.05% 273 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 26,601 3,408 0.09% 0.09% 274 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 23,212 3,398 0.86% 0.86% 275 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 23,277 3,394 0.11% 0.11% 276 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 23,100 3,382 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 07, 2026
HOWARD BAILEY SECURITIES, LLC History No change 23,081 3,379 1.27% 1.27% 278 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 22,890 3,351 0.07% 0.07% 279 0 0.0% Q2 2026 Jul 29, 2026
Intrepid Financial Planning Group LLC History No change 22,766 3,333 1.13% 1.13% 280 0 0.0% Q2 2026 Aug 12, 2026
Pointe Capital Management LLC History No change 22,524 3,297 1.48% 1.48% 281 0 0.0% Q2 2026 Aug 14, 2026
Financial Partners Group, Inc History No change 22,513 3,296 0.33% 0.33% 282 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 22,443 3,285 0.04% 0.04% 283 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 22,341 3,270 0.06% 0.06% 284 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 22,109 3,222 0.08% 0.08% 285 0 0.0% Q2 2026 Jul 07, 2026
Bryn Mawr Trust Advisors, LLC History No change 21,936 3,211 0.14% 0.14% 286 0 0.0% Q2 2026 Aug 03, 2026
Meridian Wealth Management, LLC History No change 21,889 3,204 0.1% 0.1% 287 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 21,867 3,201 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 17, 2026
HM PAYSON & CO History No change 21,836 3,197 0.04% 0.04% 289 0 0.0% Q2 2026 Jul 17, 2026
Ballew Advisors, Inc History Added to 22,243 3,141 1.56% 1.63% 290 +133 0.6% Q3 2026 Oct 05, 2026
LOWERY THOMAS, LLC History No change 21,378 3,130 1.53% 1.53% 291 0 0.0% Q2 2026 Jul 29, 2026
McKinley Carter Wealth Services, Inc. History No change 20,866 3,054 0.16% 0.16% 292 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 20,802 3,045 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 20,692 3,029 0.06% 0.06% 294 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 20,548 3,008 0.33% 0.33% 295 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 20,535 3,006 0.1% 0.1% 296 0 0.0% Q2 2026 Aug 06, 2026
Broadleaf Partners, LLC History No change 20,519 3,004 0.58% 0.58% 297 0 0.0% Q2 2026 Aug 13, 2026
Naviter Wealth, LLC History No change 20,316 2,974 0.27% 0.27% 298 0 0.0% Q2 2026 Aug 07, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 20,221 2,960 0.07% 0.07% 299 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 20,121 2,945 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 19,875 2,909 0.1% 0.1% 301 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 19,734 2,889 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 05, 2026
SOA Wealth Advisors, LLC. History No change 19,296 2,825 0.47% 0.47% 303 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 19,143 2,802 0.05% 0.05% 304 0 0.0% Q2 2026 Jul 15, 2026
Wilmington Savings Fund Society, FSB History No change 19,141 2,802 0.06% 0.06% 305 0 0.0% Q2 2026 Jul 28, 2026
HMS Capital Management, LLC History No change 19,030 2,786 1.04% 1.04% 306 0 0.0% Q2 2026 Jul 21, 2026
JPL Wealth Management, LLC History No change 18,925 2,770 0.55% 0.55% 307 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 18,825 2,756 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 05, 2026
Proactive Wealth Strategies LLC History No change 18,735 2,742 0.44% 0.44% 309 0 0.0% Q2 2026 Aug 10, 2026
Tolleson Wealth Management, Inc. History No change 18,646 2,729 0.37% 0.37% 310 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 18,626 2,727 0.01% 0.01% 311 0 0.0% Q2 2026 Jul 23, 2026
Sierra Capital LLC History No change 18,343 2,685 0.26% 0.26% 312 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 18,297 2,678 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 07, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 19,492 2,671 1.43% 1.43% 314 0 0.0% Q2 2026 Aug 07, 2026
Element Wealth, LLC History No change 18,090 2,648 0.99% 0.99% 315 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 17,840 2,612 0.28% 0.28% 316 0 0.0% Q2 2026 Jul 22, 2026
ALLIANCEBERNSTEIN L.P. History No change 20,310 2,602 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History No change 17,726 2,595 0.07% 0.07% 318 0 0.0% Q2 2026 Aug 05, 2026
AMARILLO NATIONAL BANK History No change 17,706 2,592 0.42% 0.42% 319 0 0.0% Q2 2026 Jul 15, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 18,585 2,558 1.42% 1.49% 320 +156 0.85% Q3 2026 Oct 07, 2026
Wealth Management Nebraska History No change 17,428 2,551 0.23% 0.23% 321 0 0.0% Q2 2026 Jul 27, 2026
Post Resch Tallon Group Inc. History No change 17,207 2,519 1.74% 1.74% 322 0 0.0% Q2 2026 Jul 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 17,172 2,514 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 17,004 2,489 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 16,952 2,482 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 16,912 2,476 0.49% 0.49% 326 0 0.0% Q2 2026 Jul 17, 2026
Nvest Financial, LLC History No change 16,869 2,469 0.78% 0.78% 327 0 0.0% Q2 2026 Jul 30, 2026
Cooper Financial Group History Added to 17,900 2,464 0.2% 0.2% 328 +1,237 7.42% Q3 2026 Oct 07, 2026
INSIGHT 2811, INC. History No change 16,737 2,450 0.95% 0.95% 329 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 16,646 2,437 0.07% 0.07% 330 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 16,597 2,429 0.05% 0.05% 331 0 0.0% Q2 2026 Aug 06, 2026
Horst & Graben Wealth Management LLC History No change 16,622 2,409 0.32% 0.32% 332 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16,359 2,395 0.04% 0.04% 333 0 0.0% Q2 2026 Aug 04, 2026
Ducere Wealth Management LLC History No change 16,270 2,382 0.72% 0.72% 334 0 0.0% Q2 2026 Jul 28, 2026
CASTLEARK MANAGEMENT LLC History No change 16,000 2,342 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 14, 2026
Peloton Wealth Strategists History No change 15,922 2,331 0.86% 0.86% 336 0 0.0% Q2 2026 Aug 10, 2026
Fifth Third Wealth Advisors LLC History No change 15,851 2,320 0.06% 0.06% 337 0 0.0% Q2 2026 Jul 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 15,716 2,301 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 15,687 2,296 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 07, 2026
Key Capital Management, INC History No change 15,664 2,293 1.18% 1.18% 340 0 0.0% Q2 2026 Jul 27, 2026
Claro Advisors Inc. History No change 15,575 2,280 0.24% 0.24% 341 0 0.0% Q2 2026 Jul 30, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 15,474 2,265 0.15% 0.15% 342 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 15,465 2,264 0.04% 0.04% 343 0 0.0% Q2 2026 Aug 14, 2026
United Advisor Group, LLC History No change 15,407 2,255 0.24% 0.24% 344 0 0.0% Q2 2026 Jul 29, 2026
Shakespeare Wealth Management, LLC History No change 15,332 2,244 0.59% 0.59% 345 0 0.0% Q2 2026 Jul 20, 2026
NWAM LLC History No change 15,262 2,234 0.11% 0.11% 346 0 0.0% Q2 2026 Jul 23, 2026
Montgomery Financial Services LLC History No change 15,128 2,214 1.92% 1.92% 347 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 15,062 2,205 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 14, 2026
Global Strategic Investment Solutions, LLC History No change 14,953 2,189 0.19% 0.19% 349 0 0.0% Q2 2026 Aug 07, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 15,859 2,169 1.62% 1.62% 350 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 14,757 2,160 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 15, 2026
Prospera Financial Services Inc History No change 14,743 2,159 0.03% 0.03% 352 0 0.0% Q2 2026 Jul 15, 2026
MWA Asset Management History No change 14,614 2,139 0.97% 0.97% 353 0 0.0% Q2 2026 Jul 31, 2026
Rose Capital Advisors LLC History No change 14,577 2,134 1.07% 1.07% 354 0 0.0% Q2 2026 Aug 07, 2026
Pilgrim Partners Asia Pte Ltd History No change 14,450 2,115 0.9% 0.9% 355 0 0.0% Q2 2026 Jul 29, 2026
Total Clarity Wealth Management, Inc. History No change 14,408 2,109 0.41% 0.41% 356 0 0.0% Q2 2026 Jul 23, 2026
Nadler Financial Group, Inc. History No change 14,396 2,107 0.18% 0.18% 357 0 0.0% Q2 2026 Jul 29, 2026
CreativeOne Wealth, LLC History No change 14,339 2,099 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 14,263 2,088 0.05% 0.05% 359 0 0.0% Q2 2026 Jul 17, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 15,290 2,065 0.56% 0.56% 360 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History Reduced 14,969 2,060 0.04% 0.05% 361 -3 -0.02% Q3 2026 Oct 08, 2026
PARK AVENUE SECURITIES LLC History No change 14,018 2,052 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 13,922 2,038 0.04% 0.04% 363 0 0.0% Q2 2026 Jul 23, 2026
Western Wealth Management, LLC History No change 13,882 2,032 0.07% 0.07% 364 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 13,824 2,023 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 24, 2026
TIAA Wealth Investment Management LLC History No change 13,647 1,974 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 13,442 1,967 0.01% 0.01% 367 0 0.0% Q2 2026 Sep 08, 2026
FORONJY FINANCIAL LLC History No change 13,438 1,967 0.72% 0.72% 368 0 0.0% Q2 2026 Jul 23, 2026
Trust Point Inc. History No change 13,419 1,964 0.17% 0.17% 369 0 0.0% Q2 2026 Jul 08, 2026
TBH Global Asset Management, LLC History No change 13,404 1,962 0.36% 0.36% 370 0 0.0% Q2 2026 Aug 05, 2026
Navigation Group, LLC History No change 13,319 1,950 0.38% 0.38% 371 0 0.0% Q2 2026 Jul 29, 2026
Tradition Wealth Management, LLC History No change 13,298 1,946 0.12% 0.12% 372 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 13,169 1,928 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,142 1,924 0.02% 0.02% 374 0 0.0% Q2 2026 Jul 20, 2026
Friday Financial History No change 13,546 1,922 0.51% 0.51% 375 0 0.0% Q2 2026 Jul 09, 2026
Fund Evaluation Group, LLC History No change 13,074 1,914 0.05% 0.05% 376 0 0.0% Q2 2026 Aug 07, 2026
Alesco Advisors, LLC, An ESL Co History No change 13,015 1,905 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 05, 2026
American Wealth Advisors, LLC History No change 12,977 1,900 1.78% 1.78% 378 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 13,037 1,898 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 06, 2026
BTC Capital Management, Inc. History No change 12,946 1,895 0.12% 0.12% 380 0 0.0% Q2 2026 Jul 16, 2026
Cordgrass Capital Advisors, LLC History No change 12,910 1,890 0.7% 0.7% 381 0 0.0% Q2 2026 Aug 06, 2026
Serenity Investment Advisors History No change 13,283 1,889 0.81% 0.81% 382 0 0.0% Q2 2026 Aug 24, 2026
IFC Advisors LLC History No change 12,900 1,888 0.24% 0.24% 383 0 0.0% Q2 2026 Aug 05, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 15,833 1,860 0.23% 0.23% 384 0 0.0% Q2 2026 Aug 14, 2026
Capital Squared Financial LLC History No change 12,690 1,857 1.21% 1.21% 385 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 12,660 1,853 0.27% 0.27% 386 0 0.0% Q2 2026 Jul 21, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 12,607 1,845 1.2% 1.2% 387 0 0.0% Q2 2026 Jul 28, 2026
Global Trust Wealth Management LLC History No change 12,455 1,823 1.26% 1.26% 388 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 12,630 1,821 0.02% 0.02% 389 0 0.0% Q2 2026 Jul 27, 2026
Composition Wealth, LLC History No change 12,433 1,820 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 22, 2026
Rossmore Private Capital History No change 12,312 1,802 0.15% 0.15% 391 0 0.0% Q2 2026 Jul 31, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 12,297 1,800 0.08% 0.08% 392 0 0.0% Q2 2026 Jul 21, 2026
Chicago Partners Investment Group LLC History No change 12,922 1,788 0.04% 0.04% 393 0 0.0% Q2 2026 Jul 29, 2026
SAGE FINANCIAL GROUP INC History No change 12,170 1,781 0.1% 0.1% 394 0 0.0% Q2 2026 Jul 21, 2026
FRANKLIN RESOURCES INC History No change 12,154 1,779 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 12,012 1,758 0.27% 0.27% 396 0 0.0% Q2 2026 Jul 14, 2026
Golden State Wealth Management, LLC History No change 11,991 1,755 0.16% 0.16% 397 0 0.0% Q2 2026 Jul 22, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 11,758 1,721 1.3% 1.3% 398 0 0.0% Q2 2026 Aug 07, 2026
Financial Freedom, LLC History No change 11,726 1,716 0.79% 0.79% 399 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 11,660 1,707 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 04, 2026
Next Capital Management LLC History No change 11,648 1,705 0.46% 0.46% 401 0 0.0% Q2 2026 Aug 03, 2026
INTEGRITY ALLIANCE, LLC. History No change 11,570 1,694 0.05% 0.05% 402 0 0.0% Q2 2026 Jul 31, 2026
WILLNER & HELLER, LLC History No change 11,477 1,680 1.05% 1.05% 403 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 11,468 1,679 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 11,450 1,676 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 11,444 1,675 1.34% 1.34% 406 0 0.0% Q2 2026 Aug 28, 2026
FIDUCIARY TRUST CO History No change 11,424 1,672 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Financial Group History No change 11,397 1,668 1.26% 1.26% 408 0 0.0% Q2 2026 Jul 27, 2026
Clarion Wealth Managment Partners, LLC History No change 11,374 1,665 1.34% 1.34% 409 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Trust, LLC History No change 11,329 1,658 0.22% 0.22% 410 0 0.0% Q2 2026 Aug 06, 2026
Perennial Investment Advisors, LLC History No change 11,204 1,640 0.11% 0.11% 411 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 11,160 1,633 0.13% 0.13% 412 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 11,080 1,622 0.08% 0.08% 413 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 11,025 1,614 0.03% 0.03% 414 0 0.0% Q2 2026 Jul 31, 2026
Venture Visionary Partners LLC History Added to 11,694 1,610 0.04% 0.05% 415 +1 0.01% Q3 2026 Oct 07, 2026
VICTORY FINANCIAL GROUP, LLC History No change 10,927 1,599 0.17% 0.17% 416 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 10,865 1,590 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 05, 2026
One Day In July LLC History No change 10,842 1,587 0.11% 0.11% 418 0 0.0% Q2 2026 Aug 03, 2026
Glass Jacobson Investment Advisors llc History No change 10,660 1,560 0.49% 0.49% 419 0 0.0% Q2 2026 Jul 30, 2026
HB Wealth Management, LLC History No change 10,595 1,551 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 29, 2026
Thomasville National Bank History No change 10,570 1,547 0.09% 0.09% 421 0 0.0% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,876 1,543 0.03% 0.03% 422 0 0.0% Q2 2026 Jul 27, 2026
James J. Burns & Company, LLC History No change 10,314 1,510 0.16% 0.16% 423 0 0.0% Q2 2026 Aug 06, 2026
Eldridge Investment Advisors, Inc. History No change 10,293 1,506 0.3% 0.3% 424 0 0.0% Q2 2026 Aug 10, 2026
Walsh & Associates, LLC History No change 10,261 1,502 1.23% 1.23% 425 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 10,240 1,499 0.15% 0.15% 426 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 10,083 1,476 0.15% 0.15% 427 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 10,035 1,469 0.27% 0.27% 428 0 0.0% Q2 2026 Aug 06, 2026
OneDigital Investment Advisors LLC History No change 9,970 1,459 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 06, 2026
Stegner Investment Associates Inc. History No change 9,887 1,447 0.69% 0.69% 430 0 0.0% Q2 2026 Jul 24, 2026
MONECO ADVISORS, LLC History No change 9,812 1,436 0.09% 0.09% 431 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,784 1,432 0.1% 0.1% 432 0 0.0% Q2 2026 Aug 04, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 9,772 1,430 0.49% 0.49% 433 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 9,719 1,423 0.03% 0.03% 434 0 0.0% Q2 2026 Jul 09, 2026
Belpointe Asset Management LLC History No change 9,677 1,416 0.05% 0.05% 435 0 0.0% Q2 2026 Jul 31, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 9,658 1,414 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,634 1,410 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 14, 2026
Vertrix Wealth Management, LLC History No change 9,557 1,399 0.47% 0.47% 438 0 0.0% Q2 2026 Jul 09, 2026
Taylor & Morgan Wealth Management, LLC History No change 9,537 1,396 0.69% 0.69% 439 0 0.0% Q2 2026 Jul 10, 2026
CENTRAL TRUST Co History No change 9,498 1,390 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 31, 2026
PGIM Custom Harvest LLC History No change 9,465 1,385 0.02% 0.02% 441 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 9,362 1,370 0.04% 0.04% 442 0 0.0% Q2 2026 Jul 17, 2026
AlTi Global, Inc. History No change 9,340 1,367 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 05, 2026
Reynders McVeigh Capital Management, LLC History No change 9,250 1,354 0.06% 0.06% 444 0 0.0% Q2 2026 Sep 15, 2026
Duncan Williams Asset Management, LLC History No change 9,234 1,351 0.3% 0.3% 445 0 0.0% Q2 2026 Jul 22, 2026
ASPIRIANT, LLC History No change 9,108 1,333 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 20, 2026
BHK Investment Advisors, LLC History No change 9,102 1,332 0.4% 0.4% 447 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 9,094 1,331 0.09% 0.09% 448 0 0.0% Q2 2026 Jul 21, 2026
HBK Sorce Advisory LLC History No change 9,370 1,330 0.03% 0.03% 449 0 0.0% Q2 2026 Aug 06, 2026
PACK Private Wealth, LLC History No change 9,031 1,322 0.55% 0.55% 450 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 8,868 1,298 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 8,828 1,292 0.09% 0.09% 452 0 0.0% Q2 2026 Sep 04, 2026
MATTERS CAPITAL LLC History No change 8,794 1,287 0.9% 0.9% 453 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History No change 8,785 1,286 0.16% 0.16% 454 0 0.0% Q2 2026 Jul 23, 2026
STAGE HARBOR FINANCIAL, LLC History No change 8,759 1,282 0.74% 0.74% 455 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 8,695 1,272 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 04, 2026
Orin Green Financial, LLC History No change 8,659 1,267 0.47% 0.47% 457 0 0.0% Q2 2026 Jul 13, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 8,535 1,249 0.29% 0.29% 458 0 0.0% Q2 2026 Jul 16, 2026
Wealth Management Partners, LLC History No change 8,519 1,247 0.29% 0.29% 459 0 0.0% Q2 2026 Jul 22, 2026
FULTON BANK, N.A. History No change 8,446 1,236 0.04% 0.04% 460 0 0.0% Q2 2026 Jul 09, 2026
Smith Salley Wealth Management History No change 8,445 1,236 0.05% 0.05% 461 0 0.0% Q2 2026 Jul 23, 2026
Essential Investment Partners LLC History No change 8,385 1,227 0.99% 0.99% 462 0 0.0% Q2 2026 Jul 15, 2026
Brickley Wealth Management History No change 8,271 1,210 0.17% 0.17% 463 0 0.0% Q2 2026 Jul 13, 2026
REBALANCE, LLC History No change 8,255 1,208 0.06% 0.06% 464 0 0.0% Q2 2026 Jul 16, 2026
BCS Wealth Management History No change 8,092 1,184 0.21% 0.21% 465 0 0.0% Q2 2026 Jul 16, 2026
SAX WEALTH ADVISORS, LLC History No change 9,238 1,183 0.05% 0.05% 466 0 0.0% Q2 2026 Jul 09, 2026
Apollon Wealth Management, LLC History No change 8,053 1,179 0.01% 0.01% 467 0 0.0% Q2 2026 Jul 22, 2026
Holland Advisory Services, Inc. History No change 8,044 1,177 1.3% 1.3% 468 0 0.0% Q2 2026 Jul 13, 2026
BLB&B Advisors, LLC History No change 8,028 1,175 0.04% 0.04% 469 0 0.0% Q2 2026 Aug 05, 2026
GFS Advisors, LLC History No change 2,800 1,171 0.12% 0.12% 470 0 0.0% Q2 2026 Aug 04, 2026
1ST SOURCE BANK History No change 7,979 1,168 0.05% 0.05% 471 0 0.0% Q2 2026 Aug 06, 2026
Ascentis Independent Advisors History No change 7,949 1,165 3.14% 3.14% 472 0 0.0% Q2 2026 Aug 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,907 1,157 0.01% 0.01% 473 0 0.0% Q2 2026 Sep 23, 2026
BEARING POINT CAPITAL, LLC History No change 7,887 1,154 0.16% 0.16% 474 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,869 1,152 0.06% 0.06% 475 0 0.0% Q2 2026 Jul 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 7,862 1,151 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 13, 2026
OLD MISSION CAPITAL LLC History No change 7,852 1,149 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 14, 2026
Canandaigua National Trust Co of Florida History New 8,296 1,142 0.63% — 478 +8,296 New Q3 2026 Oct 07, 2026
Rehmann Capital Advisory Group History No change 7,771 1,137 0.05% 0.05% 479 0 0.0% Q2 2026 Aug 20, 2026
Choate Investment Advisors History No change 7,760 1,136 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 11, 2026
Biondo Investment Advisors, LLC History No change 7,757 1,135 0.14% 0.14% 481 0 0.0% Q2 2026 Aug 13, 2026
GARRISON POINT ADVISORS, LLC History No change 7,758 1,135 0.46% 0.46% 482 0 0.0% Q2 2026 Jul 31, 2026
Callan Family Office, LLC History No change 7,630 1,117 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 11, 2026
Alpine Bank Wealth Management History No change 7,634 1,117 0.14% 0.14% 484 0 0.0% Q2 2026 Aug 07, 2026
Jacobs Equity LLC History No change 7,603 1,113 0.77% 0.77% 485 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 7,510 1,099 0.1% 0.1% 486 0 0.0% Q2 2026 Aug 05, 2026
Sound View Wealth Advisors Group, LLC History No change 7,411 1,085 0.07% 0.07% 487 0 0.0% Q2 2026 Aug 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 7,417 1,085 0.26% 0.26% 488 0 0.0% Q2 2026 Jul 15, 2026
Asempa Wealth Advisors History Added to 7,705 1,075 0.82% 0.48% 489 +3,322 75.79% Q3 2026 Oct 07, 2026
Ipswich Investment Management Co., Inc. History No change 7,330 1,073 0.23% 0.23% 490 0 0.0% Q2 2026 Jul 16, 2026
Brand Asset Management Group, Inc. History No change 7,303 1,069 0.24% 0.24% 491 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 7,278 1,065 0.03% 0.03% 492 0 0.0% Q2 2026 Jul 07, 2026
World Investment Advisors History No change 8,036 1,065 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 13, 2026
Bedel Financial Consulting, Inc. History No change 7,276 1,065 0.1% 0.1% 494 0 0.0% Q2 2026 Jul 29, 2026
Visionary Wealth Advisors History No change 7,265 1,063 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Capital Advisors LLC History No change 7,219 1,056 0.07% 0.07% 496 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 7,112 1,041 0.17% 0.17% 497 0 0.0% Q2 2026 Jul 24, 2026
MAIRS & POWER INC History No change 7,058 1,033 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 7,133 1,033 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 7,048 1,031 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 7,043 1,031 0.31% 0.31% 501 0 0.0% Q2 2026 Jul 27, 2026
Roberts Financial Services LLC History No change 7,026 1,028 0.3% 0.3% 502 0 0.0% Q2 2026 Aug 06, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 7,000 1,025 0.47% 0.47% 503 0 0.0% Q2 2026 Jul 16, 2026
GREENWOOD GEARHART LLC History No change 7,003 1,025 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 24, 2026
WealthPlan Investment Management, LLC History No change 6,986 1,022 0.05% 0.05% 505 0 0.0% Q2 2026 Jul 28, 2026
Linscomb Wealth, Inc. History No change 6,949 1,017 0.04% 0.04% 506 0 0.0% Q2 2026 Jul 31, 2026
Harbour Capital Advisors, LLC History No change 7,105 1,012 0.18% 0.18% 507 0 0.0% Q2 2026 Jul 15, 2026
DAVENPORT & Co LLC History No change 6,866 1,005 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 13, 2026
Revolve Wealth Partners, LLC History No change 6,856 1,003 0.1% 0.1% 509 0 0.0% Q2 2026 Jul 09, 2026
Allworth Financial LP History No change 6,830 999 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 11, 2026
49 WEALTH MANAGEMENT, LLC History No change 6,703 981 0.19% 0.19% 511 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 6,703 981 0.19% 0.19% 512 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 6,696 980 0.02% 0.02% 513 0 0.0% Q2 2026 Jul 10, 2026
Clearwave Capital, LLC History No change 6,693 979 0.54% 0.54% 514 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 6,635 971 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 23, 2026
APPLETON PARTNERS INC/MA History No change 6,622 970 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 21, 2026
Affiance Financial, LLC History No change 6,631 970 0.14% 0.14% 517 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Planning Group, LLC History No change 6,615 968 0.31% 0.31% 518 0 0.0% Q2 2026 Jul 31, 2026
Garden State Investment Advisory Services LLC History No change 6,558 960 0.17% 0.17% 519 0 0.0% Q2 2026 Aug 11, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 6,491 950 0.06% 0.06% 520 0 0.0% Q2 2026 Jul 31, 2026
Lee, Kelleher & Klein Wealth Management History No change 6,885 947 0.49% 0.53% 521 0 0.0% Q3 2026 Oct 08, 2026
Fortis Capital Advisors, LLC History No change 6,465 946 0.11% 0.11% 522 0 0.0% Q2 2026 Jul 31, 2026
Princeton Global Asset Management LLC History No change 6,423 940 0.13% 0.13% 523 0 0.0% Q2 2026 Jul 16, 2026
Legacy Bridge, LLC History No change 6,317 924 0.29% 0.29% 524 0 0.0% Q2 2026 Aug 13, 2026
DAVIS R M INC History No change 6,296 921 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 14, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 6,273 918 0.94% 0.94% 526 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 6,273 918 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 6,273 918 0.1% 0.1% 528 0 0.0% Q2 2026 Aug 07, 2026
GRANVILLE CAPITAL, INC. History No change 6,250 915 0.41% 0.41% 529 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 6,252 915 0.07% 0.07% 530 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 6,160 901 0.03% 0.03% 531 0 0.0% Q2 2026 Jul 15, 2026
BAYBAN History No change 6,156 901 0.69% 0.69% 532 0 0.0% Q2 2026 Jul 30, 2026
Richardson Capital Management LLC History No change 6,137 898 0.38% 0.38% 533 0 0.0% Q2 2026 Jul 17, 2026
Financial Alternatives, Inc History No change 6,140 898 0.44% 0.44% 534 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ALLIANCE, LLC History No change 6,129 897 0.08% 0.08% 535 0 0.0% Q2 2026 Aug 11, 2026
Rockwood Wealth Management, LLC History No change 6,111 894 0.06% 0.06% 536 0 0.0% Q2 2026 Jul 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 6,074 889 0.13% 0.13% 537 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 6,034 883 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 12, 2026
FIRST UNITED BANK & TRUST History No change 6,035 883 0.25% 0.25% 539 0 0.0% Q2 2026 Jul 20, 2026
LMCG INVESTMENTS, LLC History No change 5,995 877 0.05% 0.05% 540 0 0.0% Q2 2026 Jul 22, 2026
Investmark Advisory Group LLC History No change 5,964 873 0.33% 0.33% 541 0 0.0% Q2 2026 Aug 07, 2026
Octavia Wealth Advisors, LLC History No change 5,953 871 0.08% 0.08% 542 0 0.0% Q2 2026 Jul 14, 2026
Valued Retirements, Inc. History No change 5,939 869 0.78% 0.78% 543 0 0.0% Q2 2026 Aug 13, 2026
Round Rock Advisors LLC History No change 5,905 864 0.11% 0.11% 544 0 0.0% Q2 2026 Aug 12, 2026
SAXON INTERESTS, INC. History No change 5,900 863 0.24% 0.24% 545 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 5,872 859 0.02% 0.02% 546 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,712 836 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History No change 5,705 835 0.08% 0.08% 548 0 0.0% Q2 2026 Aug 05, 2026
ASSOCIATED BANC-CORP History No change 5,696 833 0.02% 0.02% 549 0 0.0% Q2 2026 Jul 31, 2026
ROCKLAND TRUST CO History Added to 6,049 832 0.03% 0.03% 550 +581 10.63% Q3 2026 Oct 05, 2026
Cornerstone Wealth Management, LLC History No change 5,669 830 0.04% 0.04% 551 0 0.0% Q2 2026 Jul 22, 2026
ELLERSON GROUP INC /ADV History No change 5,649 827 0.49% 0.49% 552 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 5,622 823 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 03, 2026
Liberty Capital Management, Inc. History No change 5,603 820 0.14% 0.14% 554 0 0.0% Q2 2026 Jul 17, 2026
Pathway Financial Advisors LLC History No change 5,950 819 0.09% 0.1% 555 0 0.0% Q3 2026 Oct 07, 2026
NBT BANK, N.A. History No change 5,545 811 0.05% 0.05% 556 0 0.0% Q2 2026 Jul 29, 2026
Decker Wealth Management LLC History No change 5,452 798 0.17% 0.17% 557 0 0.0% Q2 2026 Jul 30, 2026
AFT, FORSYTH & COMPANY, INC. History No change 5,448 797 0.38% 0.38% 558 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History No change 5,439 796 0.01% 0.01% 559 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning Group LLC History No change 5,734 796 0.1% 0.1% 560 0 0.0% Q2 2026 Jul 29, 2026
TWO SIGMA SECURITIES, LLC History No change 5,411 792 0.07% 0.07% 561 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 5,347 782 0.09% 0.09% 562 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 5,296 775 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 30, 2026
MERIDIAN MANAGEMENT CO History No change 5,200 761 0.17% 0.17% 564 0 0.0% Q2 2026 Aug 04, 2026
Ruggaard & Associates LLC History No change 5,200 761 0.27% 0.27% 565 0 0.0% Q2 2026 Aug 17, 2026
Pure Financial Advisors, LLC History No change 5,191 760 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 5,179 758 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 5,181 758 0.05% 0.05% 568 0 0.0% Q2 2026 Jul 20, 2026
Gilbert & Cook, Inc. History No change 5,142 752 0.09% 0.09% 569 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History Reduced 5,456 751 0.05% 0.06% 570 -403 -6.88% Q3 2026 Oct 06, 2026
DT Investment Partners, LLC History No change 5,124 750 0.06% 0.06% 571 0 0.0% Q2 2026 Jul 27, 2026
Essex Bank History No change 5,128 750 0.16% 0.16% 572 0 0.0% Q2 2026 Jul 23, 2026
Sharkey, Howes & Javer History No change 5,103 747 0.09% 0.09% 573 0 0.0% Q2 2026 Jul 09, 2026
White Knight Strategic Wealth Advisors, LLC History No change 5,097 746 0.52% 0.52% 574 0 0.0% Q2 2026 Aug 14, 2026
L. Roy Papp & Associates, LLP History No change 5,095 745 0.08% 0.08% 575 0 0.0% Q2 2026 Jul 23, 2026
Arcadia Wealth Management, LLC History No change 5,083 744 0.23% 0.23% 576 0 0.0% Q2 2026 Jul 20, 2026
Bensler, LLC History No change 5,085 744 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 23, 2026
UNIVEST FINANCIAL Corp History No change 5,075 742 0.04% 0.04% 578 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,027 736 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 21, 2026
Owen LaRue, LLC History No change 5,029 736 0.26% 0.26% 580 0 0.0% Q2 2026 Jul 22, 2026
HRT FINANCIAL LP History No change 5,025 735 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 5,014 734 0.05% 0.05% 582 0 0.0% Q2 2026 Jul 09, 2026
Foundation Wealth Management, LLC\PA History No change 5,016 734 0.22% 0.22% 583 0 0.0% Q2 2026 Jul 21, 2026
WHITE PINE CAPITAL LLC History No change 5,012 733 0.17% 0.17% 584 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 4,995 731 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 15, 2026
Bragg Financial Advisors, Inc History No change 4,964 726 0.02% 0.02% 586 0 0.0% Q2 2026 Aug 12, 2026
First Western Trust Bank History No change 4,965 726 0.04% 0.04% 587 0 0.0% Q2 2026 Jul 29, 2026
HANCOCK WHITNEY CORP History No change 4,953 725 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 4,956 725 0.18% 0.18% 589 0 0.0% Q2 2026 Aug 10, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 4,949 724 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 4,951 724 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 17, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 4,903 717 0.18% 0.18% 592 0 0.0% Q2 2026 Jul 20, 2026
Flagship Private Wealth, LLC History No change 4,893 716 0.25% 0.25% 593 0 0.0% Q2 2026 Aug 04, 2026
Capital Square, LLC History No change 5,001 712 0.31% 0.31% 594 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 4,859 711 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 30, 2026
Calamos Wealth Management LLC History No change 4,850 710 0.02% 0.02% 596 0 0.0% Q2 2026 Jul 31, 2026
Arnold Financial Planning LLC History No change 4,852 710 0.53% 0.53% 597 0 0.0% Q2 2026 Jul 13, 2026
Midwest Capital Advisors, LLC History No change 4,844 709 0.29% 0.29% 598 0 0.0% Q2 2026 Jul 28, 2026
October Effect Ltd History No change 4,844 709 0.67% 0.67% 599 0 0.0% Q2 2026 Jul 21, 2026
Financial Sense Advisors, Inc. History No change 4,834 707 0.14% 0.14% 600 0 0.0% Q2 2026 Aug 14, 2026
AIRE ADVISORS, LLC History No change 4,831 707 0.12% 0.12% 601 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Strategies & Associates History Reduced 5,130 706 0.13% 0.14% 602 -80 -1.54% Q3 2026 Oct 01, 2026
StoneX Group Inc. History No change 4,812 704 0.03% 0.03% 603 0 0.0% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History No change 4,808 703 0.11% 0.11% 604 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 4,684 685 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 06, 2026
Principle Wealth Partners LLC History No change 4,670 683 0.03% 0.03% 606 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 4,663 682 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 4,650 680 0.22% 0.22% 608 0 0.0% Q2 2026 Jul 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 4,637 678 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 4,626 677 0.09% 0.09% 610 0 0.0% Q2 2026 Aug 11, 2026
Advisory Advocates, LLC History No change 4,610 674 0.58% 0.58% 611 0 0.0% Q2 2026 Aug 10, 2026
Values Added Financial LLC History No change 4,603 673 0.24% 0.24% 612 0 0.0% Q2 2026 Jul 27, 2026
UPTICK PARTNERS, LLC History No change 4,590 671 0.1% 0.1% 613 0 0.0% Q2 2026 Aug 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 4,540 664 0.23% 0.23% 614 0 0.0% Q2 2026 Jul 21, 2026
Performa Ltd (US), LLC History No change 4,468 654 0.11% 0.11% 615 0 0.0% Q2 2026 Aug 03, 2026
Renasant Bank History No change 4,452 651 0.42% 0.42% 616 0 0.0% Q2 2026 Aug 11, 2026
Legacies Wealth LLC History No change 4,375 640 0.35% 0.35% 617 0 0.0% Q2 2026 Jul 22, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 4,339 635 0.11% 0.11% 618 0 0.0% Q2 2026 Jul 09, 2026
Valmark Advisers, Inc. History No change 4,293 628 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 06, 2026
Manchester Capital Management LLC History No change 4,288 627 0.08% 0.08% 620 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 4,286 627 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 4,264 624 0.26% 0.26% 622 0 0.0% Q2 2026 Aug 13, 2026
Chicago Wealth Management, Inc. History No change 4,246 621 0.22% 0.22% 623 0 0.0% Q2 2026 Aug 11, 2026
VIAWEALTH, LLC History No change 4,236 620 0.31% 0.31% 624 0 0.0% Q2 2026 Aug 11, 2026
Berman McAleer LLC History No change 4,207 615 0.07% 0.07% 625 0 0.0% Q2 2026 Jul 16, 2026
Icon Wealth Advisors, LLC History No change 4,192 613 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,183 612 0.04% 0.04% 627 0 0.0% Q2 2026 Aug 07, 2026
William Allan Corp History No change 4,180 611 0.3% 0.3% 628 0 0.0% Q2 2026 Jul 28, 2026
Topsail Wealth Management, LLC History No change 4,180 611 0.08% 0.08% 629 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 4,147 607 0.03% 0.03% 630 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 4,725 605 0.1% 0.1% 631 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 4,120 603 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 10, 2026
Elm3 Financial Group, LLC History Reduced 4,363 600 0.4% 0.46% 633 -210 -4.59% Q3 2026 Oct 07, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 4,096 599 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 05, 2026
SMITH, MOORE & CO. History No change 4,055 593 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 12, 2026
Fingerlakes Wealth Management, Inc. History No change 4,045 592 0.32% 0.32% 636 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisors, LLC History No change 4,008 586 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 24, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 4,000 585 0.04% 0.04% 638 0 0.0% Q2 2026 Jul 14, 2026
Werba Rubin Papier Wealth Management History No change 3,988 583 0.07% 0.07% 639 0 0.0% Q2 2026 Jul 27, 2026
Carl P. Sherr & Co., LLC History No change 3,970 581 0.24% 0.24% 640 0 0.0% Q2 2026 Jul 31, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,935 576 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,918 573 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 17, 2026
KKM Financial LLC History No change 3,909 572 0.08% 0.08% 643 0 0.0% Q2 2026 Aug 14, 2026
Cohen Capital Management, Inc. History No change 3,901 571 0.08% 0.08% 644 0 0.0% Q2 2026 Jul 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,832 558 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 10, 2026
BlueChip Wealth Advisors LLC History No change 3,812 558 0.21% 0.21% 646 0 0.0% Q2 2026 Jul 30, 2026
Skyline Advisors, Inc. History No change 3,798 556 0.17% 0.17% 647 0 0.0% Q2 2026 Jul 20, 2026
RHUMBLINE ADVISERS History No change 3,795 555 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
MIDDLETON & CO INC/MA History No change 3,738 547 0.06% 0.06% 649 0 0.0% Q2 2026 Aug 10, 2026
Prestige Wealth Management Group LLC History No change 3,729 545 0.1% 0.1% 650 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 3,704 542 0.06% 0.06% 651 0 0.0% Q2 2026 Jul 10, 2026
New Age Alpha Advisors, LLC History No change 3,668 537 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 13, 2026
St. Clair Advisors, LLC History No change 3,658 535 0.14% 0.14% 653 0 0.0% Q2 2026 Jul 06, 2026
Haverford Trust Co History No change 3,627 531 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 12, 2026
Ullmann Wealth Partners Group, LLC History No change 3,632 531 0.05% 0.05% 655 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History No change 3,623 530 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 07, 2026
FF Advisors,LLC History No change 3,620 530 0.2% 0.2% 657 0 0.0% Q2 2026 Jul 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 3,607 528 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 31, 2026
ANDERSON HOAGLAND & CO History No change 3,600 527 0.04% 0.04% 659 0 0.0% Q2 2026 Jul 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,584 524 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 14, 2026
BlueSky Wealth Advisors, LLC History No change 3,584 524 0.06% 0.06% 661 0 0.0% Q2 2026 Jul 28, 2026
Granite Harbor Advisors, Inc. History No change 3,575 523 0.21% 0.21% 662 0 0.0% Q2 2026 Jul 31, 2026
Texas Yale Capital Corp. History No change 3,561 521 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 3,564 521 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 05, 2026
Financial Insights, Inc. History No change 3,522 515 0.14% 0.14% 665 0 0.0% Q2 2026 Aug 25, 2026
Bison Wealth, LLC History No change 3,554 512 0.05% 0.05% 666 0 0.0% Q2 2026 Jul 07, 2026
Aufman Associates Inc History No change 3,480 509 0.2% 0.2% 667 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 3,471 508 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 13, 2026
Strategies Wealth Advisors, LLC History No change 3,471 508 0.05% 0.05% 669 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 3,453 506 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 17, 2026
PFG Investments, LLC History No change 3,461 506 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 23, 2026
Navigation Wealth Management, Inc. History No change 3,417 500 0.69% 0.69% 672 0 0.0% Q2 2026 Jul 16, 2026
FWG Investments, LLC. History No change 3,421 500 0.26% 0.26% 673 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,403 498 0.01% 0.01% 674 0 0.0% Q2 2026 Aug 11, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,377 494 0.12% 0.12% 675 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 3,375 494 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 3,356 492 0.05% 0.05% 677 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 3,349 490 0.02% 0.02% 678 0 0.0% Q2 2026 Jul 28, 2026
NWF Advisory Services Inc. History No change 3,347 490 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 29, 2026
Olistico Wealth, LLC History Reduced 3,528 485 0.2% 0.3% 680 -1,273 -26.52% Q3 2026 Oct 05, 2026
Almanack Investment Partners, LLC. History No change 3,306 484 0.06% 0.06% 681 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 3,304 483 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 12, 2026
Standard Family Office LLC History No change 3,300 483 0.42% 0.42% 683 0 0.0% Q2 2026 Aug 13, 2026
Finley Financial, LLC History No change 3,300 483 0.19% 0.19% 684 0 0.0% Q2 2026 Jul 08, 2026
Busey Bank History No change 3,272 479 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 3,272 479 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 04, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,250 475 0.06% 0.06% 687 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 3,245 475 0.04% 0.04% 688 0 0.0% Q2 2026 Jul 27, 2026
Caldwell Trust Co History No change 3,248 475 0.04% 0.04% 689 0 0.0% Q2 2026 Aug 03, 2026
Moss Adams Wealth Advisors LLC History No change 3,238 474 0.03% 0.03% 690 0 0.0% Q2 2026 Jul 27, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 3,240 474 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 23, 2026
PARK NATIONAL CORP /OH/ History Reduced 3,418 470 0.01% 0.03% 692 -3,597 -51.28% Q3 2026 Oct 05, 2026
Partners in Financial Planning History No change 3,205 469 0.07% 0.07% 693 0 0.0% Q2 2026 Aug 10, 2026
Florida Trust Wealth Management Co History No change 3,197 468 0.01% 0.01% 694 0 0.0% Q2 2026 Jul 27, 2026
Stratos Investment Management, LLC History No change 3,196 468 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 11, 2026
R.H. Investment Group, LLC History No change 3,156 462 0.35% 0.35% 696 0 0.0% Q2 2026 Aug 06, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 3,151 461 0.07% 0.07% 697 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 3,145 460 0.02% 0.02% 698 0 0.0% Q2 2026 Jul 23, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,142 460 0.15% 0.15% 699 0 0.0% Q2 2026 Aug 13, 2026
Old North State Trust, LLC History No change 3,135 459 0.24% 0.24% 700 0 0.0% Q2 2026 Aug 17, 2026
FreeGulliver LLC History No change 3,139 459 0.16% 0.16% 701 0 0.0% Q2 2026 Aug 11, 2026
Cascade Financial Partners, LLC History No change 3,123 457 0.04% 0.04% 702 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors, Ltd. LLC History No change 3,108 455 0.05% 0.05% 703 0 0.0% Q2 2026 Jul 16, 2026
LifePlan Investment Advisors, Inc. History No change 3,086 451 0.16% 0.16% 704 0 0.0% Q2 2026 Aug 11, 2026
Madison Asset Management, LLC History No change 3,078 450 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 10, 2026
SkyOak Wealth, LLC History No change 3,072 449 0.07% 0.07% 706 0 0.0% Q2 2026 Jul 30, 2026
Qube Research & Technologies Ltd History No change 3,056 447 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 3,053 446 0.18% 0.18% 708 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 3,035 444 0.04% 0.04% 709 0 0.0% Q2 2026 Aug 06, 2026
TRITONPOINT WEALTH, LLC History No change 3,023 442 0.04% 0.04% 710 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 3,023 442 0.04% 0.04% 711 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 2,987 437 0.05% 0.05% 712 0 0.0% Q2 2026 Jul 14, 2026
Diversified Trust Co History No change 2,978 436 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 17, 2026
Fiera Capital Corp History No change 2,980 436 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 07, 2026
Realta Investment Advisors History No change 2,977 435 0.14% 0.14% 715 0 0.0% Q2 2026 Jul 20, 2026
Joseph P. Lucia & Associates, LLC History No change 2,965 434 0.13% 0.13% 716 0 0.0% Q2 2026 Aug 07, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 2,966 434 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 24, 2026
Cherry Tree Wealth Management, LLC History No change 2,958 433 0.08% 0.08% 718 0 0.0% Q2 2026 Sep 15, 2026
Wealth Enhancement Trust Services, Inc. History Added to 3,136 431 0.05% 0.04% 720 +500 18.97% Q3 2026 Oct 07, 2026
True Link Financial Advisors, LLC History No change 2,948 431 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 31, 2026
Rothschild Capital Partners, LLC History No change 2,942 430 0.09% 0.09% 721 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History No change 2,924 428 0.07% 0.07% 722 0 0.0% Q2 2026 Aug 03, 2026
BCS Private Wealth Management, Inc. History No change 2,920 427 0.13% 0.13% 723 0 0.0% Q2 2026 Jul 31, 2026
OneAscent Financial Services LLC History No change 2,913 426 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 11, 2026
Performance Wealth Partners, LLC History No change 2,903 425 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 07, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,898 424 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 2,892 423 0.03% 0.03% 727 0 0.0% Q2 2026 Aug 04, 2026
KilterHowling LLC History No change 2,878 421 0.19% 0.19% 728 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 2,864 419 0.33% 0.33% 729 0 0.0% Q2 2026 Jul 24, 2026
MEITAV INVESTMENT HOUSE LTD History No change 2,860 418 0.0% 0.0% 730 0 0.0% Q2 2026 Jul 20, 2026
Marin Bay Wealth Advisors, LLC History No change 2,810 411 0.22% 0.22% 731 0 0.0% Q2 2026 Aug 10, 2026
Grant Private Wealth Management Inc History No change 2,807 410 0.17% 0.17% 732 0 0.0% Q2 2026 Jul 07, 2026
Goelzer Investment Management, Inc. History No change 2,790 408 0.02% 0.02% 733 0 0.0% Q2 2026 Jul 14, 2026
Advisory Alpha, LLC History No change 2,788 408 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 11, 2026
Evercore Wealth Management, LLC History No change 2,784 407 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 2,780 407 0.09% 0.09% 736 0 0.0% Q2 2026 Aug 07, 2026
Redhawk Wealth Advisors, Inc. History No change 2,778 406 0.04% 0.04% 737 0 0.0% Q2 2026 Jul 09, 2026
Syntegra Private Wealth Group, LLC History No change 2,766 404 0.03% 0.03% 738 0 0.0% Q2 2026 Jul 15, 2026
Signature Equity Partners, LLC History No change 2,750 402 0.18% 0.18% 739 0 0.0% Q2 2026 Jul 30, 2026
WealthTrust Axiom LLC History No change 2,742 401 0.09% 0.09% 740 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 2,731 399 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 2,727 399 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 2,713 397 0.01% 0.01% 743 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 2,713 397 0.05% 0.05% 744 0 0.0% Q2 2026 Jul 24, 2026
GC Wealth Management RIA, LLC History No change 2,710 396 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 16, 2026
Kelman-Lazarov, Inc. History No change 2,698 395 0.05% 0.05% 746 0 0.0% Q2 2026 Aug 10, 2026
White Lighthouse Investment Management Inc. History No change 2,704 395 0.05% 0.05% 747 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 2,704 395 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 05, 2026
Trilogy Capital Inc. History No change 2,689 393 0.02% 0.02% 749 0 0.0% Q2 2026 Jul 02, 2026
Elevated Capital Advisors, LLC History No change 2,686 393 0.11% 0.11% 750 0 0.0% Q2 2026 Aug 03, 2026
Ironwood Investment Counsel, LLC History No change 2,681 392 0.05% 0.05% 751 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 2,684 392 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
BCGM Wealth Management, LLC History No change 2,684 392 0.08% 0.08% 753 0 0.0% Q2 2026 Aug 04, 2026
Mason & Associates, LLC History No change 2,675 391 0.08% 0.08% 754 0 0.0% Q2 2026 Jul 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,676 391 0.04% 0.04% 755 0 0.0% Q2 2026 Sep 02, 2026
Joel Isaacson & Co., LLC History No change 2,670 390 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 04, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 2,661 389 0.13% 0.13% 757 0 0.0% Q2 2026 Aug 06, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 2,656 388 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 22, 2026
Argent Advisors, Inc. History No change 2,650 387 0.1% 0.1% 759 0 0.0% Q2 2026 Aug 05, 2026
Aspen Investment Management Inc History No change 2,638 386 0.1% 0.1% 760 0 0.0% Q2 2026 Jul 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,665 386 0.02% 0.02% 761 0 0.0% Q2 2026 Jul 22, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 2,630 385 0.17% 0.17% 762 0 0.0% Q2 2026 Aug 07, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 2,635 385 0.18% 0.18% 763 0 0.0% Q2 2026 Jul 21, 2026
Wealth Care LLC History No change 2,620 383 0.31% 0.31% 764 0 0.0% Q2 2026 Jul 15, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 2,600 380 0.02% 0.02% 765 0 0.0% Q2 2026 Sep 11, 2026
Global Wealth Management Investment Advisory, Inc. History No change 2,596 380 0.05% 0.05% 766 0 0.0% Q2 2026 Jul 29, 2026
Texas Capital Bank Wealth Management Services Inc History No change 2,597 380 0.02% 0.02% 767 0 0.0% Q2 2026 Aug 07, 2026
Livet Wealth, LLC History No change 2,600 380 0.22% 0.22% 768 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 2,593 379 0.05% 0.05% 769 0 0.0% Q2 2026 Jul 08, 2026
FLAGSTAR SECURITIES, INC History No change 2,578 377 0.11% 0.11% 770 0 0.0% Q2 2026 Jul 15, 2026
Paladin Partners, LLC History No change 2,720 374 0.23% 0.26% 771 0 0.0% Q3 2026 Oct 06, 2026
CAPITAL ADVISORS INC/OK History No change 2,552 373 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 22, 2026
TrueWealth Advisors, LLC History No change 2,552 373 0.08% 0.08% 773 0 0.0% Q2 2026 Jul 08, 2026
Steelhead Wealth Management LLC History No change 2,549 373 0.15% 0.15% 774 0 0.0% Q2 2026 Aug 13, 2026
Tassel Capital Management, Inc. History No change 2,547 372 0.17% 0.17% 775 0 0.0% Q2 2026 Aug 07, 2026
STEPH & CO History Added to 2,700 371 0.09% 0.1% 776 +50 1.89% Q3 2026 Oct 07, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,538 371 0.15% 0.15% 777 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 2,540 371 0.03% 0.03% 778 0 0.0% Q2 2026 Jul 09, 2026
Paladin Advisory Group, LLC History No change 2,529 370 0.25% 0.25% 779 0 0.0% Q2 2026 Jul 28, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,520 368 0.13% 0.13% 780 0 0.0% Q2 2026 Jul 07, 2026
Stonebridge Financial Group, LLC / MO History No change 2,519 368 0.24% 0.24% 781 0 0.0% Q2 2026 Jul 24, 2026
Independence Bank of Kentucky History No change 2,509 367 0.04% 0.04% 782 0 0.0% Q2 2026 Jul 13, 2026
PDS Planning, Inc History No change 2,504 366 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 05, 2026
RiverGlades Family Offices LLC History No change 2,502 366 0.17% 0.17% 784 0 0.0% Q2 2026 Aug 10, 2026
Amplius Wealth Advisors, LLC History No change 2,500 366 0.03% 0.03% 785 0 0.0% Q2 2026 Jul 17, 2026
Lavaca Capital LLC History No change 2,486 363 0.04% 0.04% 786 0 0.0% Q2 2026 Aug 14, 2026
B.O.S.S. Retirement Advisors, LLC History No change 2,484 363 0.1% 0.1% 787 0 0.0% Q2 2026 Jul 20, 2026
GLR Partners, LLC History No change 2,482 363 0.17% 0.17% 788 0 0.0% Q2 2026 Jul 27, 2026
Radnor Capital Management, LLC History No change 2,479 362 0.05% 0.05% 789 0 0.0% Q2 2026 Jul 16, 2026
Kovack Advisors, Inc. History No change 2,487 362 0.02% 0.02% 790 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 2,461 360 0.01% 0.01% 791 0 0.0% Q2 2026 Jul 30, 2026
Kendall Capital Management History No change 2,447 358 0.06% 0.06% 792 0 0.0% Q2 2026 Aug 12, 2026
Fortune Financial Advisors, LLC History No change 2,437 356 0.15% 0.15% 793 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Counsel, LLC History No change 2,425 355 0.04% 0.04% 794 0 0.0% Q2 2026 Jul 15, 2026
Polaris Investment Advisors, LLC History No change 2,431 355 0.23% 0.23% 795 0 0.0% Q2 2026 Jul 09, 2026
New England Professional Planning Group Inc. History No change 2,410 352 0.13% 0.13% 796 0 0.0% Q2 2026 Jul 28, 2026
PIONEER TRUST BANK N A/OR History No change 2,400 351 0.08% 0.08% 797 0 0.0% Q2 2026 Jul 22, 2026
EWA, LLC History No change 2,394 350 0.06% 0.06% 798 0 0.0% Q2 2026 Jul 14, 2026
Abacus Planning Group, Inc. History No change 2,383 348 0.04% 0.04% 799 0 0.0% Q2 2026 Jul 20, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 2,376 347 0.02% 0.02% 800 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,365 346 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,370 346 0.02% 0.02% 802 0 0.0% Q2 2026 Jul 23, 2026
Towercrest Capital Management History No change 2,360 345 0.05% 0.05% 803 0 0.0% Q2 2026 Aug 03, 2026
United Capital Management of KS, Inc. History No change 2,356 345 0.05% 0.05% 804 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 2,509 344 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 2,350 344 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,509 344 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 29, 2026
FDx Advisors, Inc. History No change 2,344 343 0.1% 0.1% 808 0 0.0% Q2 2026 Aug 04, 2026
Baring Financial LLC History Reduced 2,491 342 0.18% 0.2% 809 -12 -0.48% Q3 2026 Oct 07, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,337 342 0.05% 0.05% 810 0 0.0% Q2 2026 Aug 14, 2026
Wealth Science Advisors LLC History No change 2,326 340 0.15% 0.15% 811 0 0.0% Q2 2026 Jul 08, 2026
VISTA CAPITAL PARTNERS, INC. History No change 2,312 338 0.03% 0.03% 812 0 0.0% Q2 2026 Jul 23, 2026
Wolff Financial Management LLC History No change 2,313 338 0.07% 0.07% 813 0 0.0% Q2 2026 Jul 16, 2026
Stiles Financial Services Inc History No change 2,315 338 0.08% 0.08% 814 0 0.0% Q2 2026 Aug 12, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,296 336 0.05% 0.05% 815 0 0.0% Q2 2026 Jul 24, 2026
Legacy Capital Wealth Partners, LLC History No change 2,279 333 0.06% 0.06% 816 0 0.0% Q2 2026 Aug 12, 2026
L.K. Benson & Company, P.C. History No change 2,281 333 0.1% 0.1% 817 0 0.0% Q2 2026 Jul 24, 2026
Armor Investment Advisors, LLC History No change 2,265 331 0.11% 0.11% 818 0 0.0% Q2 2026 Aug 04, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,262 331 0.05% 0.05% 819 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,250 329 0.07% 0.07% 820 0 0.0% Q2 2026 Aug 12, 2026
NIXON PEABODY TRUST CO History No change 2,250 329 0.02% 0.02% 821 0 0.0% Q2 2026 Jul 27, 2026
Nova Wealth Management, Inc. History No change 2,249 329 0.18% 0.18% 822 0 0.0% Q2 2026 Jul 13, 2026
NORDEN GROUP LLC History No change 2,243 328 0.03% 0.03% 823 0 0.0% Q2 2026 Jul 29, 2026
Retirement Planning Group, LLC History No change 2,234 327 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 2,227 326 0.08% 0.08% 825 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 2,224 325 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 2,219 324 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 21, 2026
Dorsey & Whitney Trust CO LLC History No change 2,210 323 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 2,207 323 0.19% 0.19% 829 0 0.0% Q2 2026 Aug 12, 2026
BostonPremier Wealth LLC History No change 2,213 323 0.14% 0.14% 830 0 0.0% Q2 2026 Jul 24, 2026
MCDONALD PARTNERS LLC History No change 2,200 322 0.08% 0.08% 831 0 0.0% Q2 2026 Jul 28, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,194 321 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 10, 2026
New England Private Wealth Advisors LLC History No change 2,351 321 0.03% 0.03% 833 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 2,187 320 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Planning, Inc. History No change 2,184 319 0.07% 0.07% 835 0 0.0% Q2 2026 Jul 10, 2026
Yardley Wealth Management LLC History No change 2,176 318 0.14% 0.14% 836 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisory, LLC History No change 2,167 317 0.01% 0.01% 837 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Management Group History No change 2,156 315 0.06% 0.06% 838 0 0.0% Q2 2026 Aug 04, 2026
GUIDANCE CAPITAL, INC History No change 2,282 315 0.07% 0.07% 839 0 0.0% Q2 2026 Jul 20, 2026
Diversified Portfolios, Inc. History No change 2,148 314 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 04, 2026
Transcendent Capital Group LLC History No change 2,141 313 0.12% 0.12% 841 0 0.0% Q2 2026 Aug 05, 2026
Apella Capital, LLC History Reduced 2,206 312 0.0% 0.0% 842 -179 -7.51% Q3 2026 Oct 08, 2026
Grove Bank & Trust History Added to 2,255 310 0.03% 0.03% 844 +9 0.4% Q3 2026 Oct 08, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 2,120 310 0.04% 0.04% 843 0 0.0% Q2 2026 Aug 12, 2026
Cypress Wealth Services, LLC History No change 2,119 310 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 10, 2026
TRUST CO OF VERMONT History No change 2,114 309 0.01% 0.01% 846 0 0.0% Q2 2026 Aug 07, 2026
Moors & Cabot, Inc. History No change 2,112 309 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 10, 2026
BRADY FAMILY WEALTH, LLC History No change 2,115 309 0.09% 0.09% 848 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 2,106 308 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 14, 2026
COZAD ASSET MANAGEMENT INC History No change 2,100 307 0.02% 0.02% 850 0 0.0% Q2 2026 Aug 14, 2026
Arbor Investment Advisors, LLC History No change 2,102 307 0.03% 0.03% 851 0 0.0% Q2 2026 Jul 24, 2026
Empower Advisory Group, LLC History No change 2,099 307 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 12, 2026
Garde Capital, Inc. History No change 2,074 303 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 31, 2026
Sterling Investment Counsel, LLC History No change 2,072 303 0.07% 0.07% 854 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,065 302 0.01% 0.01% 855 0 0.0% Q2 2026 Jul 31, 2026
KPP Advisory Services LLC History No change 2,066 302 0.04% 0.04% 856 0 0.0% Q2 2026 Jul 24, 2026
LCNB CORP History No change 2,060 301 0.09% 0.09% 857 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 2,191 301 0.11% 0.11% 858 0 0.0% Q2 2026 Jul 28, 2026
Align Financial, LLC History No change 2,050 300 0.15% 0.15% 859 0 0.0% Q2 2026 Jul 27, 2026
Daybright Advisory Services, Inc. History No change 2,192 300 0.07% 0.07% 860 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Group, LLC History No change 2,047 299 0.02% 0.02% 861 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,038 298 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 22, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 2,040 298 0.05% 0.05% 863 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,028 296 0.02% 0.02% 864 0 0.0% Q2 2026 Jul 16, 2026
Portland Global Advisors LLC History No change 2,026 296 0.03% 0.03% 865 0 0.0% Q2 2026 Aug 13, 2026
HFG Advisors, Inc. History No change 2,025 296 0.18% 0.18% 866 0 0.0% Q2 2026 Aug 07, 2026
Mill Capital Management, LLC History No change 2,020 295 0.02% 0.02% 867 0 0.0% Q2 2026 Aug 03, 2026
Montz Harcus Wealth Management LLC History No change 2,020 295 0.1% 0.1% 868 0 0.0% Q2 2026 Jul 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,020 295 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 03, 2026
Highland Investment Advisors LLC History No change 2,016 295 0.13% 0.13% 870 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 2,013 294 0.02% 0.02% 871 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC History No change 1,981 290 0.17% 0.17% 872 0 0.0% Q2 2026 Jul 30, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 1,985 290 0.12% 0.12% 873 0 0.0% Q2 2026 Jul 28, 2026
EFG International AG History No change 1,971 288 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 1,965 287 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 11, 2026
LJI Wealth Management, LLC History No change 1,965 287 0.04% 0.04% 876 0 0.0% Q2 2026 Jul 31, 2026
Oxbow Advisors, LLC History No change 1,959 286 0.02% 0.02% 877 0 0.0% Q2 2026 Aug 07, 2026
Lewis Asset Management, LLC History No change 1,957 286 0.1% 0.1% 878 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Partners, LLC History No change 1,948 285 0.04% 0.04% 879 0 0.0% Q2 2026 Aug 03, 2026
YHB Investment Advisors, Inc. History No change 2,064 284 0.02% 0.02% 880 0 0.0% Q3 2026 Oct 08, 2026
Gen-Wealth Partners Inc History No change 1,942 284 0.08% 0.08% 881 0 0.0% Q2 2026 Aug 10, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 1,937 283 0.21% 0.21% 882 0 0.0% Q2 2026 Jul 24, 2026
Phoenix Financial Ltd. History No change 1,908 279 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 1,908 279 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 06, 2026
Csenge Advisory Group History No change 1,907 279 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 10, 2026
FAYEZ SAROFIM & CO History No change 1,896 277 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 2,002 277 0.09% 0.09% 887 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 1,881 276 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,879 275 0.01% 0.01% 889 0 0.0% Q2 2026 Jul 28, 2026
CORA CAPITAL ADVISORS LLC History No change 1,880 275 0.08% 0.08% 890 0 0.0% Q2 2026 Jul 24, 2026
Windsor Capital Management, LLC History No change 1,859 272 0.07% 0.07% 891 0 0.0% Q2 2026 Jul 08, 2026
Timonier Family Office, LTD. History No change 1,862 272 0.08% 0.08% 892 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 1,847 270 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,835 269 0.07% 0.07% 894 0 0.0% Q2 2026 Jul 30, 2026
Fonville Wealth Management LLC History No change 1,838 269 0.04% 0.04% 895 0 0.0% Q2 2026 Jul 28, 2026
Insight Advisors, LLC/ PA History No change 1,832 268 0.05% 0.05% 896 0 0.0% Q2 2026 Aug 05, 2026
WEST MICHIGAN ADVISORS, LLC History No change 1,836 268 0.05% 0.05% 897 0 0.0% Q2 2026 Aug 21, 2026
Forum Financial Management, LP History No change 1,834 268 0.0% 0.0% 898 0 0.0% Q2 2026 Jul 23, 2026
SmartHarvest Portfolios, LLC History No change 1,837 268 0.09% 0.09% 899 0 0.0% Q2 2026 Aug 04, 2026
PHILADELPHIA TRUST CO History No change 1,826 267 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 10, 2026
Parkshore Wealth Management, Inc. History No change 1,825 267 0.08% 0.08% 901 0 0.0% Q2 2026 Aug 07, 2026
Shira Ridge Wealth Management History No change 1,822 266 0.09% 0.09% 902 0 0.0% Q2 2026 Jul 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,808 264 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 14, 2026
Focus Financial Network, Inc. History No change 1,786 261 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 09, 2026
Centerpoint Advisory Group History No change 1,767 258 0.16% 0.16% 905 0 0.0% Q2 2026 Jul 29, 2026
Monument Capital Management History No change 1,757 257 0.05% 0.05% 906 0 0.0% Q2 2026 Jul 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,754 256 0.02% 0.02% 907 0 0.0% Q2 2026 Aug 13, 2026
HighPoint Advisor Group LLC History No change 1,754 256 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 05, 2026
Sandy Cove Advisors, LLC History No change 1,747 255 0.06% 0.06% 909 0 0.0% Q2 2026 Jul 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,741 254 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History No change 1,849 254 0.0% 0.0% 911 0 0.0% Q3 2026 Oct 05, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 1,852 254 0.14% 0.15% 912 0 0.0% Q3 2026 Oct 06, 2026
Clayton Financial Group LLC History No change 1,735 254 0.14% 0.14% 913 0 0.0% Q2 2026 Jul 20, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 1,720 251 0.01% 0.01% 914 0 0.0% Q2 2026 Jul 15, 2026
Avidian Wealth Enterprises, LLC History New 1,811 249 0.01% — 916 +1,811 New Q3 2026 Oct 08, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,704 249 0.11% 0.11% 915 0 0.0% Q2 2026 Aug 14, 2026
FIRST HAWAIIAN BANK History No change 1,695 248 0.03% 0.03% 917 0 0.0% Q2 2026 Jul 13, 2026
FLP Wealth Management, LLC History No change 1,696 248 0.44% 0.44% 918 0 0.0% Q2 2026 Jul 28, 2026
CRUX WEALTH ADVISORS History No change 1,695 248 0.09% 0.09% 919 0 0.0% Q2 2026 Jul 21, 2026
Kingstone Capital Partners Texas, LLC History No change 1,691 247 0.13% 0.13% 920 0 0.0% Q2 2026 Aug 10, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 1,683 246 0.06% 0.06% 921 0 0.0% Q2 2026 Jul 09, 2026
Wick Capital Partners, LLC History No change 4,995 246 0.04% 0.04% 922 0 0.0% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 1,685 246 0.04% 0.04% 923 0 0.0% Q2 2026 Jul 23, 2026
FIRST TRUST ADVISORS LP History No change 1,679 245 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 1,679 245 0.02% 0.02% 925 0 0.0% Q2 2026 Jul 28, 2026
Private Advisory Group LLC History No change 1,677 245 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 06, 2026
Patten Group, Inc. History No change 1,679 245 0.04% 0.04% 927 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Advisors, Inc. History No change 1,680 245 0.17% 0.17% 928 0 0.0% Q2 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,670 244 0.01% 0.01% 929 0 0.0% Q2 2026 Jul 14, 2026
Wedmont Private Capital History No change 1,717 244 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 13, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 1,670 244 0.17% 0.17% 931 0 0.0% Q2 2026 Jul 22, 2026
Trivant Custom Portfolio Group, LLC History No change 1,660 243 0.13% 0.13% 932 0 0.0% Q2 2026 Jul 27, 2026
Evanson Financial, LLC History No change 1,662 243 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 07, 2026
Oakworth Capital, Inc. History No change 1,656 242 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 22, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 1,658 242 0.07% 0.07% 935 0 0.0% Q2 2026 Aug 12, 2026
Plancorp, LLC History No change 1,710 240 0.01% 0.01% 936 0 0.0% Q2 2026 Jul 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,642 240 0.05% 0.05% 937 0 0.0% Q2 2026 Jul 15, 2026
TME FINANCIAL, INC. History No change 1,644 240 0.15% 0.15% 938 0 0.0% Q2 2026 Jul 23, 2026
WASHINGTON TRUST Co History No change 1,634 239 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 1,636 239 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 29, 2026
TrustBank History No change 1,600 234 0.08% 0.08% 941 0 0.0% Q2 2026 Jul 20, 2026
First Nebraska Trust Co History No change 1,600 234 0.02% 0.02% 942 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 1,594 233 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 28, 2026
Mascagni Wealth Management, Inc. History No change 1,594 233 0.14% 0.14% 944 0 0.0% Q2 2026 Jul 31, 2026
ROMAN BUTLER FULLERTON & CO History No change 1,643 231 0.06% 0.06% 945 0 0.0% Q2 2026 Aug 06, 2026
Chesley Taft & Associates LLC History No change 1,583 231 0.01% 0.01% 946 0 0.0% Q2 2026 Jul 08, 2026
Carrera Capital Advisors History No change 1,580 231 0.03% 0.03% 947 0 0.0% Q2 2026 Aug 03, 2026
Acropolis Investment Management, LLC History No change 1,675 230 0.01% 0.01% 948 0 0.0% Q3 2026 Oct 08, 2026
UNIQUE WEALTH, LLC History No change 1,571 230 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 21, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,567 229 0.01% 0.01% 950 0 0.0% Q2 2026 Aug 07, 2026
Lloyd Advisory Services, LLC. History No change 1,564 229 0.09% 0.09% 951 0 0.0% Q2 2026 Aug 07, 2026
TCV Trust & Wealth Management, Inc. History No change 1,564 228 0.02% 0.02% 952 0 0.0% Q2 2026 Jul 24, 2026
SeaCrest Wealth Management, LLC History No change 1,558 228 0.03% 0.03% 953 0 0.0% Q2 2026 Jul 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 1,562 228 0.05% 0.05% 954 0 0.0% Q2 2026 Aug 13, 2026
Trust Co of the South History No change 1,563 228 0.03% 0.03% 955 0 0.0% Q2 2026 Jul 01, 2026
Maridea Wealth Management LLC History No change 1,554 227 0.02% 0.02% 956 0 0.0% Q2 2026 Aug 06, 2026
DECISION INVESTMENTS, INC History No change 1,652 227 0.21% 0.22% 957 0 0.0% Q3 2026 Oct 07, 2026
Shepherd Financial Partners LLC History No change 1,547 226 0.02% 0.02% 958 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,543 225 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 12, 2026
Clare Market Investments LLC History No change 1,534 224 0.04% 0.04% 960 0 0.0% Q2 2026 Jul 27, 2026
GW&K Investment Management, LLC History No change 1,521 223 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 12, 2026
Hendershot Investments Inc. History No change 1,522 222 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 12, 2026
Smith & Howard Wealth Management, LLC History No change 1,520 222 0.04% 0.04% 963 0 0.0% Q2 2026 Aug 03, 2026
WADDELL & ASSOCIATES, LLC History No change 1,522 222 0.01% 0.01% 964 0 0.0% Q2 2026 Jul 15, 2026
Apeiron RIA LLC History No change 1,594 222 0.05% 0.06% 965 0 0.0% Q3 2026 Oct 08, 2026
TigerOak Management, L.L.C. History No change 1,518 222 0.06% 0.06% 966 0 0.0% Q2 2026 Aug 11, 2026
Edgemoor Investment Advisors, Inc. History No change 1,510 221 0.02% 0.02% 967 0 0.0% Q2 2026 Aug 07, 2026
Bond & Devick Financial Network, Inc. History No change 1,510 221 0.05% 0.05% 968 0 0.0% Q2 2026 Jul 16, 2026
Alta Wealth Advisors LLC History No change 1,514 221 0.06% 0.06% 969 0 0.0% Q2 2026 Jul 30, 2026
Rossby Financial, LCC History No change 1,507 220 0.04% 0.04% 970 0 0.0% Q2 2026 Aug 04, 2026
ERn Financial, LLC History No change 1,489 218 0.04% 0.04% 971 0 0.0% Q2 2026 Jul 23, 2026
MMA ASSET MANAGEMENT LLC History No change 1,492 218 0.07% 0.07% 972 0 0.0% Q2 2026 Aug 04, 2026
Hennion & Walsh Asset Management, Inc. History No change 1,492 218 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 08, 2026
Avise Financial Cooperative, Inc. History No change 1,494 218 0.15% 0.15% 974 0 0.0% Q2 2026 Aug 06, 2026
FIRST MANHATTAN CO. LLC. History No change 1,484 217 0.0% 0.0% 975 0 0.0% Q2 2026 Aug 14, 2026
WRAPMANAGER INC History No change 1,486 217 0.07% 0.07% 976 0 0.0% Q2 2026 Aug 05, 2026
PARTHENON LLC History No change 1,474 215 0.02% 0.02% 977 0 0.0% Q2 2026 Jul 23, 2026
Harfst & Associates, Inc. History No change 1,475 215 0.03% 0.03% 978 0 0.0% Q2 2026 Jul 31, 2026
THEORY FINANCIAL LLC History No change 1,464 214 0.07% 0.07% 979 0 0.0% Q2 2026 Jul 31, 2026
LEGACY FINANCIAL GROUP, INC. History No change 1,468 214 0.05% 0.05% 980 0 0.0% Q2 2026 Jul 30, 2026
AssuredPartners Investment Advisors, LLC History No change 1,468 214 0.02% 0.02% 981 0 0.0% Q2 2026 Aug 10, 2026
THRYVE WEALTH MANAGEMENT LLC History No change 1,465 214 0.12% 0.12% 982 0 0.0% Q2 2026 Aug 06, 2026
Symphony Financial, Ltd. Co. History No change 1,472 213 0.02% 0.02% 983 0 0.0% Q2 2026 Aug 03, 2026
Goldstein Advisors, LLC History No change 1,448 212 0.02% 0.02% 984 0 0.0% Q2 2026 Jul 20, 2026
River Wealth Advisors LLC History No change 1,447 211 0.02% 0.02% 985 0 0.0% Q2 2026 Aug 04, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,436 210 0.06% 0.06% 986 0 0.0% Q2 2026 Aug 07, 2026
First Bancorp, Inc /ME/ History No change 1,433 209 0.08% 0.08% 987 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 1,432 209 0.02% 0.02% 988 0 0.0% Q2 2026 Jul 15, 2026
Decker Retirement Planning Inc. History No change 1,428 209 0.07% 0.07% 989 0 0.0% Q2 2026 Jul 16, 2026
CGN Advisors LLC History No change 1,426 208 0.02% 0.02% 990 0 0.0% Q2 2026 Jul 06, 2026
Revisor Wealth Management LLC History No change 1,420 207 0.05% 0.05% 991 0 0.0% Q2 2026 Jul 21, 2026
Centennial Advisors, LLC History No change 1,406 205 0.24% 0.24% 992 0 0.0% Q2 2026 Jul 27, 2026
Foguth Wealth Management, LLC. History No change 1,496 205 0.02% 0.02% 993 0 0.0% Q2 2026 Jul 21, 2026
SUMMITRY LLC History No change 1,400 204 0.01% 0.01% 994 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 1,400 204 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 11, 2026
Three Magnolias Financial Advisors, LLC History No change 1,400 204 0.11% 0.11% 996 0 0.0% Q2 2026 Jul 31, 2026
MONTAG A & ASSOCIATES INC History No change 1,392 203 0.01% 0.01% 997 0 0.0% Q2 2026 Aug 05, 2026
DUNCKER STREETT & CO INC History No change 1,392 203 0.03% 0.03% 998 0 0.0% Q2 2026 Jul 28, 2026
Auxano Advisors, LLC History No change 1,389 203 0.04% 0.04% 999 0 0.0% Q2 2026 Aug 07, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,384 202 0.01% 0.01% 1000 0 0.0% Q2 2026 Jul 20, 2026
Wealthquest Corp History No change 1,384 202 0.01% 0.01% 1001 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 1,380 202 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 12, 2026
BridgePort Financial Solutions, LLC History No change 1,382 202 0.05% 0.05% 1003 0 0.0% Q2 2026 Jul 24, 2026
Keystone Wealth Services, LLC History No change 1,378 201 0.04% 0.04% 1004 0 0.0% Q2 2026 Aug 05, 2026
Noble Wealth Management PBC History No change 1,461 201 0.09% 0.1% 1005 0 0.0% Q3 2026 Oct 01, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 1,370 200 0.05% 0.05% 1006 0 0.0% Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History No change 1,369 200 0.1% 0.1% 1007 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 1,318 193 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 06, 2026
Milestone Investment Advisors LLC History No change 1,321 193 0.04% 0.04% 1009 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,296 189 0.01% 0.01% 1010 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 1,228 179 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 06, 2026
Basepoint Wealth LLC History No change 1,214 177 0.1% 0.1% 1012 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 1,197 176 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 05, 2026
Hills Bank & Trust Co History No change 1,197 175 0.01% 0.01% 1014 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 1,164 170 0.01% 0.01% 1015 0 0.0% Q2 2026 Jul 28, 2026
BOK Financial Private Wealth, Inc. History No change 1,146 167 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 07, 2026
Trifecta Capital Advisors, LLC History No change 1,146 167 0.02% 0.02% 1017 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,140 166 0.03% 0.03% 1018 0 0.0% Q2 2026 Jul 23, 2026
New Republic Capital, LLC History No change 1,131 165 0.04% 0.04% 1019 0 0.0% Q2 2026 Jul 31, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,122 164 0.0% 0.0% 1020 0 0.0% Q2 2026 Jul 30, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 1,116 163 0.04% 0.04% 1021 0 0.0% Q2 2026 Aug 07, 2026
Biltmore Family Office, LLC History No change 1,104 161 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,105 161 0.07% 0.07% 1023 0 0.0% Q2 2026 Jul 13, 2026
Horizon Investments, LLC History No change 1,097 160 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 1,053 154 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 13, 2026
Washington Trust Advisors, Inc. History No change 1,044 152 0.01% 0.01% 1026 0 0.0% Q2 2026 Jul 29, 2026
Dorato Capital Management History No change 1,078 152 0.1% 0.1% 1027 0 0.0% Q3 2026 Oct 08, 2026
BALLAST ADVISORS LLC History No change 1,032 151 0.04% 0.04% 1028 0 0.0% Q2 2026 Aug 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,018 149 0.01% 0.01% 1029 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 1,018 149 0.01% 0.01% 1030 0 0.0% Q2 2026 Jul 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,000 146 0.02% 0.02% 1031 0 0.0% Q2 2026 Jul 27, 2026
Polaris Financial Partners History New 990 137 0.06% — 1033 +990 New Q3 2026 Oct 02, 2026
Centennial Bank/AR/ History No change 937 137 0.04% 0.04% 1032 0 0.0% Q2 2026 Aug 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 917 134 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Advisors LLC History No change 979 134 0.11% 0.11% 1035 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 910 133 0.03% 0.03% 1036 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History No change 888 130 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 23, 2026
StrongBox Wealth, LLC History No change 882 129 0.04% 0.04% 1038 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 850 124 0.02% 0.02% 1039 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 844 123 0.02% 0.02% 1040 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 833 121 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 820 120 0.03% 0.03% 1042 0 0.0% Q2 2026 Jul 28, 2026
TUCKER ASSET MANAGEMENT LLC History No change 816 119 0.03% 0.03% 1043 0 0.0% Q2 2026 Aug 27, 2026
Private Wealth Management Group, LLC History No change 814 119 0.03% 0.03% 1044 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 816 118 0.01% 0.01% 1045 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History No change 800 117 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 800 117 0.04% 0.04% 1047 0 0.0% Q2 2026 Aug 07, 2026
Operose Advisors LLC History No change 800 117 0.02% 0.02% 1048 0 0.0% Q2 2026 Aug 13, 2026
Perkins Coie Trust Co History No change 797 116 0.02% 0.02% 1049 0 0.0% Q2 2026 Jul 09, 2026
UNION SAVINGS BANK History No change 795 116 0.05% 0.05% 1050 0 0.0% Q2 2026 Jul 23, 2026
HOWE & RUSLING INC History No change 767 112 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 747 109 0.01% 0.01% 1052 0 0.0% Q2 2026 Aug 05, 2026
WealthCollab, LLC History No change 743 108 0.04% 0.04% 1053 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 733 107 0.12% 0.12% 1054 0 0.0% Q2 2026 Jul 02, 2026
Darwin Wealth Management, LLC History No change 725 106 0.03% 0.03% 1055 0 0.0% Q2 2026 Jul 21, 2026
Ramirez Asset Management, Inc. History No change 700 102 0.01% 0.01% 1056 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 690 101 0.01% 0.01% 1057 0 0.0% Q2 2026 Jul 28, 2026
Game Plan Financial Advisors, LLC History No change 692 101 0.04% 0.04% 1058 0 0.0% Q2 2026 Aug 07, 2026
Knott David M Jr History No change 695 101 0.05% 0.05% 1059 0 0.0% Q2 2026 Aug 12, 2026
SYM FINANCIAL Corp History No change 676 98 0.01% 0.01% 1060 0 0.0% Q2 2026 Aug 04, 2026
Hartford Financial Management Inc. History No change 665 97 0.02% 0.02% 1061 0 0.0% Q2 2026 Jul 23, 2026
Hamilton Point Investment Advisors, LLC History No change 662 96 0.01% 0.01% 1062 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 650 95 0.04% 0.04% 1063 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 638 93 0.07% 0.07% 1064 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 628 92 0.01% 0.01% 1065 0 0.0% Q2 2026 Jul 29, 2026
Gleason Group, Inc. History No change 629 92 0.01% 0.01% 1066 0 0.0% Q2 2026 Jul 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 629 90 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 642 88 0.01% 0.01% 1068 -51 -7.36% Q3 2026 Oct 01, 2026
Networth Advisors, LLC History No change 602 88 0.05% 0.05% 1069 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 583 85 0.02% 0.02% 1070 0 0.0% Q2 2026 Jul 23, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 603 83 0.01% — 1071 +603 New Q3 2026 Oct 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 562 82 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 547 80 0.02% 0.02% 1073 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 576 79 0.02% 0.03% 1074 +1 0.17% Q3 2026 Oct 07, 2026
WOLFF WIESE MAGANA LLC History No change 529 77 0.04% 0.04% 1075 0 0.0% Q2 2026 Jul 13, 2026
Addison Advisors LLC History No change 526 77 0.04% 0.04% 1076 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 514 75 0.03% 0.03% 1077 0 0.0% Q2 2026 Aug 14, 2026
PINNEY & SCOFIELD, INC. History No change 509 74 0.04% 0.04% 1078 0 0.0% Q2 2026 Aug 07, 2026
Strategic Advocates LLC History No change 502 73 0.28% 0.28% 1079 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 479 70 0.01% 0.01% 1080 0 0.0% Q2 2026 Aug 11, 2026
Pflug Koory, LLC History No change 475 69 0.03% 0.03% 1081 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 473 68 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 12, 2026
Copia Wealth Management History No change 451 66 0.04% 0.04% 1083 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 452 66 0.01% 0.01% 1084 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Reduced 475 65 0.0% 0.0% 1085 -154 -24.48% Q3 2026 Oct 08, 2026
Parvin Asset Management, LLC History No change 445 65 0.05% 0.05% 1086 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 439 64 0.03% 0.03% 1087 0 0.0% Q2 2026 Aug 07, 2026
ATWOOD & PALMER INC History No change 460 63 0.0% 0.0% 1088 0 0.0% Q3 2026 Oct 08, 2026
Kimelman & Baird, LLC History No change 428 62 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 18, 2026
Bernard Wealth Management Corp. History No change 428 62 0.02% 0.02% 1090 0 0.0% Q2 2026 Aug 21, 2026
ST GERMAIN D J CO INC History No change 423 61 0.0% 0.0% 1091 0 0.0% Q2 2026 Jul 21, 2026
MassMutual Private Wealth & Trust, FSB History No change 430 59 0.0% 0.0% 1092 0 0.0% Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 405 59 0.0% 0.0% 1093 0 0.0% Q2 2026 Jul 10, 2026
Coston, McIsaac & Partners History No change 405 59 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 12, 2026
Concord Investment Counsel Inc. History No change 515 59 0.02% 0.02% 1095 0 0.0% Q2 2026 Aug 11, 2026
Horizons Wealth Management History New 426 58 0.04% — 1097 +426 New Q3 2026 Oct 05, 2026
Front Row Advisors LLC History No change 406 58 0.02% 0.02% 1096 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 390 57 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 23, 2026
Mechanics Financial Corp History No change 390 57 0.02% 0.02% 1099 0 0.0% Q2 2026 Aug 05, 2026
Nalls Sherbakoff Group, LLC History No change 383 56 0.04% 0.04% 1100 0 0.0% Q2 2026 Aug 17, 2026
Greykasell Wealth Strategies, Inc. History No change 385 56 0.02% 0.02% 1101 0 0.0% Q2 2026 Aug 11, 2026
Millstone Evans Group, LLC History No change 381 55 0.03% 0.03% 1102 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 364 53 0.02% 0.02% 1103 0 0.0% Q2 2026 Aug 03, 2026
DEUTSCHE BANK AG\ History No change 346 50 0.0% 0.0% 1104 0 0.0% Q2 2026 Aug 07, 2026
TOWER TRUST & INVESTMENT Co History No change 342 50 0.03% 0.03% 1105 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 328 47 0.01% 0.01% 1106 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 320 46 0.0% 0.0% 1107 0 0.0% Q2 2026 Jul 27, 2026
ALBION FINANCIAL GROUP /UT History No change 313 45 0.0% 0.0% 1108 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 308 45 0.01% 0.01% 1109 0 0.0% Q2 2026 Aug 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 304 44 0.02% 0.02% 1110 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History Reduced 312 42 0.01% 0.02% 1112 -200 -39.06% Q3 2026 Oct 06, 2026
Asset Dedication, LLC History No change 287 42 0.0% 0.0% 1111 0 0.0% Q2 2026 Jul 30, 2026
Register Financial Advisors LLC History No change 284 41 0.01% 0.01% 1113 0 0.0% Q2 2026 Jul 15, 2026
ADIRONDACK TRUST CO History No change 276 40 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 16, 2026
Triumph Capital Management History No change 274 40 0.01% 0.01% 1115 0 0.0% Q2 2026 Jul 20, 2026
City State Bank History No change 277 40 0.01% 0.01% 1116 0 0.0% Q2 2026 Jul 14, 2026
JNBA Financial Advisors History No change 267 39 0.0% 0.0% 1117 0 0.0% Q2 2026 Jul 23, 2026
Measured Wealth Private Client Group, LLC History No change 271 39 0.01% 0.01% 1118 0 0.0% Q2 2026 Aug 10, 2026
Your Advocates Ltd., LLP History No change 267 39 0.01% 0.01% 1119 0 0.0% Q2 2026 Aug 05, 2026
Monetary Solutions, Ltd History No change 267 39 0.03% 0.03% 1120 0 0.0% Q2 2026 Jul 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 259 38 0.03% 0.03% 1121 0 0.0% Q2 2026 Aug 18, 2026
WEBSTER BANK, N. A. History No change 262 38 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 20, 2026
Avion Wealth History No change 248 36 0.01% 0.01% 1123 0 0.0% Q2 2026 Jul 31, 2026
Park Place Capital Corp History No change 239 34 0.01% 0.01% 1124 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 230 33 0.0% 0.0% 1125 0 0.0% Q2 2026 Aug 03, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 224 32 0.0% 0.0% 1126 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 224 32 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 13, 2026
Allied Private Wealth LLC History No change 226 32 0.02% 0.02% 1128 0 0.0% Q2 2026 Jul 09, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 217 31 0.02% 0.02% 1129 0 0.0% Q2 2026 Aug 13, 2026
Richard W. Paul & Associates, LLC History No change 208 30 0.01% 0.01% 1130 0 0.0% Q2 2026 Aug 10, 2026
BankPlus Trust Department History No change 208 30 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 28, 2026
Financial Gravity Companies, Inc. History No change 200 29 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 199 29 0.0% 0.0% 1133 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History No change 202 29 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 20, 2026
Hilton Head Capital Partners, LLC History No change 200 29 0.01% 0.01% 1135 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History No change 206 28 0.01% 0.01% 1136 0 0.0% Q3 2026 Oct 05, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 186 27 0.01% 0.01% 1137 0 0.0% Q2 2026 Jul 16, 2026
HighMark Wealth Management LLC History No change 191 27 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 12, 2026
Ameliora Wealth Management Ltd. History No change 200 27 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 24, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 180 26 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 10, 2026
CNB Bank History No change 181 26 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 06, 2026
Mascoma Wealth Management LLC History No change 168 24 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 24, 2026
SFAM, LLC History No change 166 24 0.02% 0.02% 1143 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 167 24 0.01% 0.01% 1144 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 166 24 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 162 23 0.04% 0.04% 1146 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 156 22 0.01% 0.01% 1147 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 155 22 0.02% 0.02% 1148 0 0.0% Q2 2026 Jul 22, 2026
Riverview Trust Co History No change 150 21 0.03% 0.03% 1149 0 0.0% Q2 2026 Jul 31, 2026
Investment Research & Advisory Group, Inc. History No change 145 21 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 149 21 0.0% 0.0% 1151 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 149 21 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 13, 2026
Ankerstar Wealth, LLC History No change 150 21 0.02% 0.02% 1153 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 143 20 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 28, 2026
Aventura Private Wealth, LLC History No change 135 19 0.01% 0.01% 1155 0 0.0% Q2 2026 Jul 15, 2026
SYNTAX RESEARCH, INC. History No change 125 18 0.01% 0.01% 1156 0 0.0% Q2 2026 Jul 31, 2026
Bank & Trust Co History No change 134 18 0.01% 0.01% 1157 0 0.0% Q3 2026 Oct 07, 2026
Strategic Investment Solutions, Inc. /IL History No change 120 17 0.0% 0.0% 1158 0 0.0% Q2 2026 Jul 08, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 74 17 0.02% 0.02% 1159 0 0.0% Q2 2026 Jul 27, 2026
Owl Creek Wealth Partners LLC History No change 121 17 0.0% 0.0% 1160 0 0.0% Q2 2026 Jul 20, 2026
SIMA Wealth Partners, LLC History No change 119 17 0.01% 0.01% 1161 0 0.0% Q2 2026 Jul 28, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 110 16 0.01% 0.01% 1162 0 0.0% Q2 2026 Sep 18, 2026
Pinnacle Wealth Planning Services, Inc. History No change 114 16 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 110 16 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 08, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 112 16 0.01% 0.01% 1165 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 109 15 0.0% 0.0% 1166 0 0.0% Q2 2026 Aug 14, 2026
RMG Wealth Management LLC History No change 106 15 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 102 14 0.01% 0.01% 1168 0 0.0% Q2 2026 Aug 05, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 99 14 0.01% 0.01% 1169 0 0.0% Q2 2026 Jul 22, 2026
Windsor Advisory Group, LLC History No change 102 14 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 100 14 0.0% 0.0% 1171 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Advisors, Inc. History No change 100 14 0.0% 0.0% 1172 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 98 14 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 10, 2026
Federation des caisses Desjardins du Quebec History No change 100 14 0.0% 0.0% 1174 0 0.0% Q2 2026 Aug 13, 2026
one8zero8, LLC History No change 102 14 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 96 14 0.01% 0.01% 1176 0 0.0% Q2 2026 Aug 11, 2026
Burk Holdings LLC History No change 101 14 0.01% 0.01% 1177 0 0.0% Q2 2026 Aug 12, 2026
TOMPKINS FINANCIAL CORP History Reduced 100 13 0.0% 0.01% 1178 -927 -90.26% Q3 2026 Oct 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 100 13 0.0% 0.0% 1179 0 0.0% Q3 2026 Oct 07, 2026
Crews Bank & Trust History No change 94 13 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 16, 2026
Vision Retirement, LLC History No change 94 13 0.0% 0.0% 1181 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 87 12 0.0% 0.0% 1182 0 0.0% Q2 2026 Jul 22, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 78 11 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 08, 2026
Insight Inv LLC History No change 76 11 0.01% 0.01% 1184 0 0.0% Q2 2026 Jul 23, 2026
High Note Wealth, LLC History No change 64 9 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 66 9 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 14, 2026
Bullock Wealth Management Group History No change 63 9 0.0% 0.0% 1187 0 0.0% Q2 2026 Aug 19, 2026
United Financial Planning Group LLC History No change 66 9 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 55 8 0.0% 0.0% 1189 0 0.0% Q2 2026 Sep 15, 2026
Provenance Wealth Advisors, LLC History No change 60 8 0.0% 0.0% 1190 0 0.0% Q2 2026 Jul 24, 2026
Artisan Partners Limited Partnership History No change 53 7 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 52 7 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 31, 2026
Nemes Rush Group LLC History No change 51 7 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMUNITY TRUST NA History No change 48 6 0.0% 0.0% 1194 0 0.0% Q3 2026 Oct 07, 2026
NFSG Corp History No change 45 6 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 46 6 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 10, 2026
Reyes Financial Architecture, Inc. History No change 45 6 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 16, 2026
Barnes Dennig Private Wealth Management LLC History No change 44 6 0.0% 0.0% 1198 0 0.0% Q2 2026 Jul 15, 2026
Planning Strategies Inc. History No change 47 6 0.0% 0.0% 1199 0 0.0% Q3 2026 Oct 02, 2026
Robinswood Financial LLC History No change 45 6 0.0% 0.0% 1200 0 0.0% Q2 2026 Jul 14, 2026
GODSEY & GIBB, INC History No change 35 5 0.0% 0.0% 1201 0 0.0% Q2 2026 Jul 13, 2026
Clean Yield Group History No change 36 5 0.0% 0.0% 1202 0 0.0% Q2 2026 Aug 05, 2026
NVWM, LLC History No change 35 5 0.0% 0.0% 1203 0 0.0% Q2 2026 Jul 28, 2026
BFSG, LLC History No change 40 5 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 40 5 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 42 5 0.0% 0.0% 1206 0 0.0% Q3 2026 Oct 01, 2026
Integrity Financial Corp /WA History No change 38 5 0.0% 0.0% 1207 0 0.0% Q2 2026 Jul 31, 2026
Wallace Hart LLC History No change 40 5 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 35 5 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 14, 2026
Daytona Street Capital LLC History No change 38 5 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 03, 2026
Davis Capital Management History New 34 4 0.0% — 1216 +34 New Q3 2026 Oct 08, 2026
ARVEST INVESTMENTS, INC. History No change 33 4 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 17, 2026
Piscataqua Savings Bank History No change 30 4 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 09, 2026
Main Street Group, LTD History No change 31 4 0.0% 0.0% 1213 0 0.0% Q2 2026 Jul 13, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 32 4 0.0% 0.0% 1214 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 29 4 0.0% 0.0% 1215 0 0.0% Q2 2026 Aug 12, 2026
Nvest Wealth Strategies, Inc. History No change 22 3 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 26 3 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 19 2 0.0% 0.0% 1219 0 0.0% Q2 2026 Jul 17, 2026
Lodestone Wealth Management LLC History No change 14 2 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 23, 2026
GGM Financial LLC History No change 15 2 0.0% 0.0% 1221 0 0.0% Q2 2026 Jul 23, 2026
Markowski Investments History No change 14 2 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 13 1 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 20, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 13 1 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 04, 2026
Orion Capital Management LLC History No change 11 1 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 17, 2026
Mosley Wealth Management History No change 11 1 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 10 1 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -81 -100.0% Q3 2026 Oct 07, 2026
MOTCO History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Transamerica Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026