iSHARES TRUST - IWR

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
JONES FINANCIAL COMPANIES LLLP History No change 99,650,083 10,921,002 4.37% 4.37% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 68,880,354 7,598,880 0.49% 0.49% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 45,367,356 5,004,926 0.81% 0.81% 3 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 12,780,590 1,409,955 1.54% 1.54% 4 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,472,614 1,375,978 0.68% 0.68% 5 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 11,932,912 1,316,439 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 10,734,592 1,184,240 0.19% 0.19% 7 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 10,660,298 1,176,044 1.62% 1.62% 8 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 10,120,436 1,116,486 0.13% 0.13% 9 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 8,115,880 895,344 0.13% 0.13% 10 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 7,379,679 812,945 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 7,353,365 811,223 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,500,690 496,504 0.12% 0.12% 13 0 0.0% Q2 2026 Sep 23, 2026
TRUIST FINANCIAL CORP History No change 4,120,231 454,543 0.54% 0.54% 14 0 0.0% Q2 2026 Jul 28, 2026
FMR LLC History No change 3,871,981 427,157 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
AMG National Trust Bank History No change 3,869,983 426,936 8.75% 8.75% 16 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 3,730,141 411,509 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 3,158,174 348,376 0.42% 0.42% 18 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,077,347 340,209 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,001,929 331,172 2.42% 2.42% 20 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,794,796 308,321 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,745,783 302,914 1.04% 1.04% 22 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 2,501,173 275,929 0.45% 0.45% 23 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 2,475,295 273,074 0.31% 0.31% 24 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 2,128,236 234,786 0.21% 0.21% 25 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 1,984,789 218,961 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 1,976,882 218,089 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 1,904,250 210,077 0.61% 0.61% 28 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 1,727,554 190,582 0.2% 0.2% 29 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,557,703 171,845 0.57% 0.57% 30 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 1,439,471 158,802 0.7% 0.7% 31 0 0.0% Q2 2026 Aug 12, 2026
Glenview Trust Co History No change 1,408,028 155,333 2.15% 2.15% 32 0 0.0% Q2 2026 Aug 18, 2026
Pinnacle Financial Partners, Inc. History No change 1,245,534 137,407 0.94% 0.94% 33 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 1,239,128 136,622 6.5% 6.5% 34 0 0.0% Q2 2026 Jul 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,214,574 133,991 0.07% 0.07% 35 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 1,187,415 130,995 0.76% 0.76% 36 0 0.0% Q2 2026 Aug 14, 2026
Performa Ltd (US), LLC History No change 1,124,020 124,001 20.01% 20.01% 37 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Union Bankshares Corp History No change 1,035,865 114,276 1.91% 1.91% 38 0 0.0% Q2 2026 Aug 11, 2026
First Western Trust Bank History No change 1,022,959 112,852 5.5% 5.5% 39 0 0.0% Q2 2026 Jul 29, 2026
UMB Bank, n.a. History No change 1,012,156 111,661 1.41% 1.41% 40 0 0.0% Q2 2026 Aug 13, 2026
ALERUS FINANCIAL NA History No change 985,225 108,690 4.75% 4.75% 41 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 969,045 106,905 0.13% 0.13% 42 0 0.0% Q2 2026 Aug 14, 2026
GERMAN AMERICAN BANCORP, INC. History No change 962,740 106,209 7.98% 7.98% 43 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 961,062 106,024 0.16% 0.16% 44 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 940,349 103,739 0.28% 0.28% 45 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 936,524 103,317 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 915,320 100,978 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 05, 2026
JMG Financial Group, Ltd. History No change 913,629 100,791 2.43% 2.43% 48 0 0.0% Q2 2026 Jul 31, 2026
WASHINGTON TRUST Co History No change 904,618 99,797 3.1% 3.1% 49 0 0.0% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History No change 895,795 98,852 0.12% 0.12% 50 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 838,027 92,451 0.12% 0.12% 51 0 0.0% Q2 2026 Jul 29, 2026
Millburn Ridgefield LLC /DE/ History No change 768,475 84,778 1.61% 1.61% 52 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 768,475 84,778 1.41% 1.41% 53 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 762,482 84,117 0.79% 0.79% 54 0 0.0% Q2 2026 Aug 06, 2026
FACTORY MUTUAL INSURANCE CO History No change 758,700 83,699 0.79% 0.79% 55 0 0.0% Q2 2026 Jul 21, 2026
International City Management Association Retirement Corp History No change 702,067 77,452 33.67% 33.67% 56 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 680,478 75,070 1.09% 1.09% 57 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 666,991 73,582 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 13, 2026
Citizens Business Bank History No change 634,403 69,987 10.54% 10.54% 59 0 0.0% Q2 2026 Aug 03, 2026
STOCK YARDS BANK & TRUST CO History No change 586,685 64,723 1.85% 1.85% 60 0 0.0% Q2 2026 Aug 19, 2026
FIRST FOUNDATION ADVISORS History No change 583,207 64,339 2.31% 2.31% 61 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 569,685 62,847 0.32% 0.32% 62 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 565,606 62,397 1.54% 1.54% 63 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 563,031 61,944 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 15, 2026
Mesirow Financial Investment Management, Inc. History No change 553,000 61,006 0.96% 0.96% 65 0 0.0% Q2 2026 Jul 22, 2026
Corient Private Wealth LP History No change 537,202 59,264 0.08% 0.08% 66 0 0.0% Q2 2026 Aug 27, 2026
Focus Partners Wealth History No change 527,777 58,224 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 519,943 57,360 3.32% 3.32% 68 0 0.0% Q2 2026 Jul 22, 2026
Badgley Phelps Wealth Managers, LLC History No change 519,161 57,273 1.0% 1.0% 69 0 0.0% Q2 2026 Jul 31, 2026
MAI Capital Management History No change 500,852 55,254 0.21% 0.21% 70 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 493,942 54,492 0.13% 0.13% 71 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 489,160 53,964 0.05% 0.05% 72 0 0.0% Q2 2026 Aug 05, 2026
River Wealth Advisors LLC History No change 463,864 51,173 5.35% 5.35% 73 0 0.0% Q2 2026 Aug 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 456,804 50,401 0.16% 0.16% 74 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 442,596 48,827 0.24% 0.24% 75 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 436,558 48,161 0.54% 0.54% 76 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 436,496 48,154 1.07% 1.07% 77 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 435,907 48,089 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 433,150 47,785 0.56% 0.56% 79 0 0.0% Q2 2026 Jul 22, 2026
M&T BANK CORP History No change 412,823 45,542 0.13% 0.13% 80 0 0.0% Q2 2026 Aug 04, 2026
Stegner Investment Associates Inc. History No change 407,479 44,953 21.37% 21.37% 81 0 0.0% Q2 2026 Jul 24, 2026
Legacy Edge Advisors, LLC History No change 381,311 42,066 3.86% 3.86% 82 0 0.0% Q2 2026 Aug 11, 2026
Consolidated Investment Group LLC History No change 362,100 39,946 3.47% 3.47% 83 0 0.0% Q2 2026 Jul 22, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 361,621 39,894 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 359,566 39,667 0.08% 0.08% 85 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 354,020 39,055 0.06% 0.06% 86 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 353,648 39,014 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 14, 2026
Gilbert & Cook, Inc. History No change 340,536 37,567 4.32% 4.32% 88 0 0.0% Q2 2026 Jul 28, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 324,669 35,817 2.12% 2.12% 89 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 323,153 35,650 0.17% 0.17% 90 0 0.0% Q2 2026 Aug 18, 2026
D.A. DAVIDSON & CO. History No change 321,949 35,517 0.2% 0.2% 91 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 319,557 35,253 0.16% 0.16% 92 0 0.0% Q2 2026 Aug 03, 2026
MCF Advisors LLC History No change 318,059 35,088 1.25% 1.25% 93 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 315,126 34,764 0.04% 0.04% 94 0 0.0% Q2 2026 Aug 19, 2026
INTRUST BANK NA History No change 309,639 34,159 2.52% 2.52% 95 0 0.0% Q2 2026 Aug 05, 2026
CCG WEALTH MANAGEMENT, LLC History No change 300,147 33,112 7.68% 7.68% 96 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 299,390 33,028 0.28% 0.28% 97 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 294,947 32,539 0.44% 0.44% 98 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 293,538 32,383 0.62% 0.62% 99 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 291,923 32,205 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 286,968 31,658 0.19% 0.19% 101 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 283,575 31,284 0.1% 0.1% 102 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 282,266 31,139 0.09% 0.09% 103 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History Added to 288,923 30,830 0.65% 0.62% 104 +21,716 8.13% Q3 2026 Oct 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 277,562 30,620 0.38% 0.38% 105 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History Reduced 279,139 29,786 2.78% 3.3% 106 -58,748 -17.39% Q3 2026 Oct 01, 2026
DT Investment Partners, LLC History No change 260,626 28,752 2.14% 2.14% 107 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 256,064 28,248 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 249,200 27,491 0.13% 0.13% 109 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 246,187 27,159 0.27% 0.27% 110 0 0.0% Q2 2026 Aug 11, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 242,040 26,701 1.3% 1.3% 111 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 236,174 26,053 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History No change 233,838 25,796 1.88% 1.88% 113 0 0.0% Q2 2026 Jul 24, 2026
Cresset Asset Management, LLC History No change 230,088 25,383 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 226,060 24,938 0.15% 0.15% 115 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 225,738 24,826 0.46% 0.46% 116 0 0.0% Q2 2026 Jul 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 223,463 24,652 1.32% 1.32% 117 0 0.0% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History No change 217,178 23,959 0.74% 0.74% 118 0 0.0% Q2 2026 Jul 09, 2026
Fifth Third Wealth Advisors LLC History No change 215,938 23,822 0.67% 0.67% 119 0 0.0% Q2 2026 Jul 17, 2026
AMARILLO NATIONAL BANK History No change 213,419 23,544 3.77% 3.77% 120 0 0.0% Q2 2026 Jul 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 209,499 23,111 0.28% 0.28% 121 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 208,491 23,000 0.29% 0.29% 122 0 0.0% Q2 2026 Jul 24, 2026
Legacy Advisors, LLC History No change 207,332 22,872 2.14% 2.14% 123 0 0.0% Q2 2026 Jul 24, 2026
Copeland Capital Management, LLC History No change 201,371 22,215 0.46% 0.46% 124 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 201,014 22,175 0.12% 0.12% 125 0 0.0% Q2 2026 Aug 11, 2026
Ullmann Wealth Partners Group, LLC History No change 195,007 21,513 1.96% 1.96% 126 0 0.0% Q2 2026 Aug 10, 2026
LJI Wealth Management, LLC History No change 192,587 21,246 2.98% 2.98% 127 0 0.0% Q2 2026 Jul 31, 2026
Miller Investment Management, LP History No change 191,472 21,123 1.93% 1.93% 128 0 0.0% Q2 2026 Aug 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 189,598 20,916 1.2% 1.2% 129 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 182,347 20,116 0.05% 0.05% 130 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 181,034 20,024 0.2% 0.2% 131 0 0.0% Q2 2026 Jul 27, 2026
Argent Trust Co History No change 181,171 19,986 0.58% 0.58% 132 0 0.0% Q2 2026 Aug 06, 2026
TOMPKINS FINANCIAL CORP History Added to 185,837 19,830 1.4% 1.38% 133 +7,281 4.08% Q3 2026 Oct 05, 2026
UNIQUE WEALTH, LLC History No change 174,962 19,301 2.25% 2.25% 134 0 0.0% Q2 2026 Jul 21, 2026
PFW Advisors LLC History Reduced 177,997 18,994 5.64% 5.78% 135 -1,722 -0.96% Q3 2026 Oct 07, 2026
Private Advisor Group, LLC History No change 171,792 18,952 0.09% 0.09% 136 0 0.0% Q2 2026 Jul 27, 2026
Avidian Wealth Enterprises, LLC History Added to 176,761 18,862 0.53% 0.52% 137 +5,332 3.11% Q3 2026 Oct 08, 2026
Callan Family Office, LLC History No change 167,300 18,456 0.36% 0.36% 138 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 166,906 18,413 0.38% 0.38% 139 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 166,518 18,370 0.25% 0.25% 140 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History No change 166,059 18,319 0.96% 0.96% 141 0 0.0% Q2 2026 Jul 29, 2026
CULBERTSON A N & CO INC History No change 165,548 18,263 2.13% 2.13% 142 0 0.0% Q2 2026 Jul 29, 2026
BANK OF NOVA SCOTIA History No change 165,377 18,244 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 12, 2026
PATTON FUND MANAGEMENT, INC. History No change 164,789 18,179 3.93% 3.93% 144 0 0.0% Q2 2026 Jul 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 162,746 17,954 0.25% 0.25% 145 0 0.0% Q2 2026 Aug 14, 2026
Fox Financial, Inc History No change 157,843 17,413 12.13% 12.13% 146 0 0.0% Q2 2026 Aug 04, 2026
WOODSTOCK CORP History No change 156,185 17,230 1.43% 1.43% 147 0 0.0% Q2 2026 Jul 13, 2026
Bricktown Capital, LLC History No change 156,088 17,219 3.11% 3.11% 148 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 176,016 17,114 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 155,078 17,108 0.26% 0.26% 150 0 0.0% Q2 2026 Jul 13, 2026
COUNTRY TRUST BANK History No change 154,911 17,089 0.3% 0.3% 151 0 0.0% Q2 2026 Jul 15, 2026
Three Bridge Wealth Advisors, LLC History No change 151,759 16,742 4.19% 4.19% 152 0 0.0% Q2 2026 Jul 27, 2026
SONATA CAPITAL GROUP INC History No change 149,744 16,519 5.33% 5.33% 153 0 0.0% Q2 2026 Jul 24, 2026
Atlas Legacy Advisors, LLC History No change 149,304 16,445 2.43% 2.43% 154 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 148,048 16,285 0.07% 0.07% 155 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 145,294 16,028 0.08% 0.08% 156 0 0.0% Q2 2026 Sep 23, 2026
BESSEMER GROUP INC History No change 144,997 15,996 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 144,542 15,945 0.48% 0.48% 158 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 142,889 15,763 0.25% 0.25% 159 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 137,589 15,178 1.46% 1.46% 160 0 0.0% Q2 2026 Aug 11, 2026
49 WEALTH MANAGEMENT, LLC History No change 136,560 15,065 2.87% 2.87% 161 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 136,560 15,065 2.87% 2.87% 162 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 136,456 15,053 0.15% 0.15% 163 0 0.0% Q2 2026 Aug 05, 2026
Taylor & Morgan Wealth Management, LLC History No change 136,353 15,042 7.42% 7.42% 164 0 0.0% Q2 2026 Jul 10, 2026
Krane Financial Solutions LLC History No change 130,220 14,365 8.84% 8.84% 165 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 129,623 14,300 0.29% 0.29% 166 0 0.0% Q2 2026 Jul 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 128,033 14,124 0.22% 0.22% 167 0 0.0% Q2 2026 Jul 28, 2026
Heck Capital Advisors, LLC History No change 127,185 14,031 0.84% 0.84% 168 0 0.0% Q2 2026 Jul 10, 2026
VestGen Advisors, LLC History No change 126,880 13,997 0.41% 0.41% 169 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 126,173 13,919 0.28% 0.28% 170 0 0.0% Q2 2026 Jul 15, 2026
FIRST NATIONAL TRUST CO History No change 122,161 13,476 0.46% 0.46% 171 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 117,817 12,997 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 117,593 12,972 1.15% 1.15% 173 0 0.0% Q2 2026 Jul 30, 2026
WASHINGTON TRUST BANK History No change 115,234 12,712 0.89% 0.89% 174 0 0.0% Q2 2026 Aug 05, 2026
WEST BANCORPORATION INC History No change 114,958 12,682 5.42% 5.42% 175 0 0.0% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History No change 112,678 12,430 0.12% 0.12% 176 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 110,909 12,235 0.09% 0.09% 177 0 0.0% Q2 2026 Aug 14, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 110,233 12,160 9.08% 9.08% 178 0 0.0% Q2 2026 Aug 05, 2026
Klaas Financial Asset Advisors, LLC History No change 109,325 12,060 1.5% 1.5% 179 0 0.0% Q2 2026 Jul 15, 2026
StoneX Group Inc. History No change 108,659 11,987 0.48% 0.48% 180 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 108,612 11,982 0.22% 0.22% 181 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 107,926 11,906 0.46% 0.46% 182 0 0.0% Q2 2026 Jul 20, 2026
STEPH & CO History Reduced 111,232 11,869 3.02% 3.2% 183 -3,434 -2.99% Q3 2026 Oct 07, 2026
Meridian Wealth Management, LLC History No change 107,200 11,826 0.36% 0.36% 184 0 0.0% Q2 2026 Aug 05, 2026
PROFFITT & GOODSON INC History No change 106,513 11,750 1.61% 1.61% 185 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 103,033 11,366 0.21% 0.21% 186 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 101,366 11,182 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 104,565 11,158 0.92% 0.96% 188 -901 -0.85% Q3 2026 Oct 06, 2026
EP Wealth Advisors, LLC History No change 98,544 10,871 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 97,282 10,732 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 96,256 10,618 0.86% 0.86% 191 0 0.0% Q2 2026 Jul 31, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 96,204 10,613 0.87% 0.87% 192 0 0.0% Q2 2026 Jul 16, 2026
Mullaney, Keating & Wright, Inc. History No change 95,838 10,572 5.11% 5.11% 193 0 0.0% Q2 2026 Jul 14, 2026
Summit Trail Advisors, LLC History No change 95,682 10,555 0.13% 0.13% 194 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 98,453 10,505 0.9% 0.97% 195 0 0.0% Q3 2026 Oct 01, 2026
Tanglewood Legacy Advisors, LLC History No change 93,523 10,317 3.33% 3.33% 196 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 92,964 10,255 0.89% 0.89% 197 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 92,684 10,224 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 91,549 10,099 0.09% 0.09% 199 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 91,053 10,044 0.11% 0.11% 200 0 0.0% Q2 2026 Aug 04, 2026
Trust Point Inc. History No change 90,979 10,036 0.85% 0.85% 201 0 0.0% Q2 2026 Jul 08, 2026
Savant Capital, LLC History No change 90,111 9,954 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 10, 2026
Plan Group Financial, LLC History No change 90,221 9,953 2.05% 2.05% 203 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 89,821 9,909 0.05% 0.05% 204 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 89,220 9,842 0.18% 0.18% 205 0 0.0% Q2 2026 Aug 04, 2026
Hoxton Planning & Management, LLC History No change 88,997 9,818 2.56% 2.56% 206 0 0.0% Q2 2026 Jul 16, 2026
Paragon Private Wealth Management, LLC History No change 86,740 9,569 2.5% 2.5% 207 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 86,598 9,553 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 86,523 9,545 0.1% 0.1% 209 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 86,336 9,524 0.1% 0.1% 210 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 85,740 9,458 1.07% 1.07% 211 0 0.0% Q2 2026 Jul 13, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 85,684 9,452 3.71% 3.71% 212 0 0.0% Q2 2026 Jul 13, 2026
Campion Asset Management History No change 85,459 9,427 5.75% 5.75% 213 0 0.0% Q2 2026 Jul 28, 2026
SIMON QUICK ADVISORS, LLC History No change 83,811 9,246 0.37% 0.37% 214 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 83,625 9,225 0.1% 0.1% 215 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 83,145 9,172 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 82,621 9,114 0.22% 0.22% 217 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 80,984 8,934 0.27% 0.27% 218 0 0.0% Q2 2026 Jul 09, 2026
Bleakley Financial Group, LLC History No change 79,992 8,824 0.11% 0.11% 219 0 0.0% Q2 2026 Aug 05, 2026
Sincerus Advisory, LLC History No change 79,958 8,821 5.99% 5.99% 220 0 0.0% Q2 2026 Jul 06, 2026
Baron Financial Group, LLC History No change 79,767 8,799 4.2% 4.2% 221 0 0.0% Q2 2026 Jul 09, 2026
BEAM WEALTH ADVISORS, INC. History No change 79,718 8,794 1.94% 1.94% 222 0 0.0% Q2 2026 Jul 29, 2026
RWA WEALTH PARTNERS, LLC History No change 78,993 8,714 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, Inc. History No change 77,983 8,603 0.28% 0.28% 224 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 75,245 8,301 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 04, 2026
Bryn Mawr Trust Advisors, LLC History No change 74,452 8,213 0.36% 0.36% 226 0 0.0% Q2 2026 Aug 03, 2026
Schneider Downs Wealth Management Advisors, LP History No change 74,389 8,206 0.77% 0.77% 227 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 74,321 8,199 0.2% 0.2% 228 0 0.0% Q2 2026 Jul 14, 2026
Diversified Trust Co History No change 73,279 8,084 0.13% 0.13% 229 0 0.0% Q2 2026 Jul 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 73,002 8,053 0.1% 0.1% 230 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 72,602 8,009 0.05% 0.05% 231 0 0.0% Q2 2026 Aug 12, 2026
FORTE ASSET MANAGEMENT LLC History No change 72,573 8,006 3.27% 3.27% 232 0 0.0% Q2 2026 Jul 21, 2026
CARRET ASSET MANAGEMENT, LLC History No change 72,488 7,996 0.7% 0.7% 233 0 0.0% Q2 2026 Aug 04, 2026
Nadler Financial Group, Inc. History No change 71,732 7,913 0.67% 0.67% 234 0 0.0% Q2 2026 Jul 29, 2026
Modera Wealth Management, LLC History No change 71,019 7,834 0.08% 0.08% 235 0 0.0% Q2 2026 Aug 03, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 70,907 7,822 0.29% 0.29% 236 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 70,874 7,818 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 70,202 7,744 0.44% 0.44% 238 0 0.0% Q2 2026 Jul 15, 2026
Chesapeake Wealth Management History No change 70,111 7,734 2.17% 2.17% 239 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Partners, LLC History No change 69,625 7,681 1.09% 1.09% 240 0 0.0% Q2 2026 Aug 03, 2026
IFC Advisors LLC History No change 69,137 7,627 0.97% 0.97% 241 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 68,472 7,554 0.05% 0.05% 242 0 0.0% Q2 2026 Jul 20, 2026
FIRST MERCHANTS CORP History No change 68,099 7,512 0.26% 0.26% 243 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Partners - WNY, LLC History No change 67,816 7,481 3.7% 3.7% 244 0 0.0% Q2 2026 Jul 15, 2026
One Capital Management, LLC History No change 76,746 7,462 0.21% 0.21% 245 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 67,503 7,446 0.36% 0.36% 246 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 67,297 7,424 0.11% 0.11% 247 0 0.0% Q2 2026 Aug 14, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 69,277 7,392 3.78% 3.91% 248 +874 1.28% Q3 2026 Oct 08, 2026
Chicago Partners Investment Group LLC History No change 67,086 7,302 0.15% 0.15% 249 0 0.0% Q2 2026 Jul 29, 2026
Strategic Financial Partners, Ltd. History No change 66,112 7,293 2.75% 2.75% 250 0 0.0% Q2 2026 Aug 03, 2026
CITY HOLDING CO History No change 65,503 7,226 0.82% 0.82% 251 0 0.0% Q2 2026 Jul 10, 2026
Capital Group Private Client Services, Inc. History No change 65,454 7,220 0.1% 0.1% 252 0 0.0% Q2 2026 Aug 12, 2026
CFM WEALTH PARTNERS LLC History No change 64,949 7,165 0.91% 0.91% 253 0 0.0% Q2 2026 Aug 07, 2026
Westshore Wealth, LLC History No change 64,904 7,160 2.22% 2.22% 254 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 63,929 7,052 0.18% 0.18% 255 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 63,108 6,962 0.32% 0.32% 256 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 62,488 6,893 0.19% 0.19% 257 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 61,470 6,781 0.34% 0.34% 258 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 60,808 6,708 0.07% 0.07% 259 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 60,759 6,702 0.37% 0.37% 260 0 0.0% Q2 2026 Aug 13, 2026
TCV Trust & Wealth Management, Inc. History No change 60,737 6,700 0.51% 0.51% 261 0 0.0% Q2 2026 Jul 24, 2026
Sunburst Financial Group, LLC History No change 60,663 6,692 1.08% 1.08% 262 0 0.0% Q2 2026 Jul 08, 2026
Orin Green Financial, LLC History No change 60,571 6,682 2.47% 2.47% 263 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 60,422 6,665 0.1% 0.1% 264 0 0.0% Q2 2026 Aug 06, 2026
Tolleson Wealth Management, Inc. History No change 60,023 6,621 0.89% 0.89% 265 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 59,936 6,605 0.19% 0.19% 266 0 0.0% Q2 2026 Aug 07, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 59,452 6,558 0.67% 0.67% 267 0 0.0% Q2 2026 Jul 28, 2026
New England Private Wealth Advisors LLC History No change 59,712 6,530 0.63% 0.63% 268 0 0.0% Q2 2026 Aug 04, 2026
MATRIX ASSET ADVISORS INC/NY History No change 59,093 6,519 0.53% 0.53% 269 0 0.0% Q2 2026 Jul 15, 2026
SageView Advisory Group, LLC History No change 58,609 6,465 0.21% 0.21% 270 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Consulting Group, LLC History No change 58,210 6,421 0.24% 0.24% 271 0 0.0% Q2 2026 Aug 13, 2026
St. Johns Investment Management Company, LLC History No change 57,433 6,336 2.4% 2.4% 272 0 0.0% Q2 2026 Aug 03, 2026
Smith Thornton Advisors LLC History No change 57,271 6,287 2.77% 2.77% 273 0 0.0% Q2 2026 Jul 14, 2026
Sound View Wealth Advisors Group, LLC History No change 56,915 6,278 0.39% 0.39% 274 0 0.0% Q2 2026 Aug 11, 2026
Carl P. Sherr & Co., LLC History No change 56,679 6,252 2.62% 2.62% 275 0 0.0% Q2 2026 Jul 31, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 56,598 6,243 0.32% 0.32% 276 0 0.0% Q2 2026 Sep 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 56,528 6,237 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 56,396 6,221 0.57% 0.57% 278 0 0.0% Q2 2026 Aug 11, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 56,124 6,191 0.37% 0.37% 279 0 0.0% Q2 2026 Jul 31, 2026
HANCOCK WHITNEY CORP History No change 55,880 6,164 0.1% 0.1% 280 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 55,749 6,150 0.07% 0.07% 281 0 0.0% Q2 2026 Aug 18, 2026
Smith & Howard Wealth Management, LLC History No change 55,569 6,085 1.21% 1.21% 282 0 0.0% Q2 2026 Aug 03, 2026
NTV ASSET MANAGEMENT LLC History No change 55,047 6,072 0.59% 0.59% 283 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 54,868 6,053 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 54,236 5,983 0.35% 0.35% 285 0 0.0% Q2 2026 Jul 27, 2026
AMES NATIONAL CORP History No change 54,127 5,971 3.28% 3.28% 286 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 53,956 5,952 0.04% 0.04% 287 0 0.0% Q2 2026 Sep 08, 2026
Gryphon Financial Partners LLC History No change 53,625 5,915 0.52% 0.52% 288 0 0.0% Q2 2026 Aug 05, 2026
CITADEL ADVISORS LLC History No change 53,600 5,913 0.0% 0.0% 289 0 0.0% Q2 2026 Sep 02, 2026
Centennial Bank/AR/ History No change 52,788 5,823 1.87% 1.87% 290 0 0.0% Q2 2026 Aug 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 54,360 5,800 0.5% 0.51% 291 +4 0.01% Q3 2026 Oct 07, 2026
Canopy Partners, LLC History No change 51,719 5,705 1.72% 1.72% 292 0 0.0% Q2 2026 Jul 22, 2026
CULLEN/FROST BANKERS, INC. History No change 51,547 5,686 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 27, 2026
Acropolis Investment Management, LLC History Reduced 52,476 5,599 0.23% 0.23% 294 -335 -0.63% Q3 2026 Oct 08, 2026
MYCIO WEALTH PARTNERS, LLC History No change 49,815 5,495 1.03% 1.03% 295 0 0.0% Q2 2026 Aug 12, 2026
LPWM LLC History No change 49,499 5,460 1.21% 1.21% 296 0 0.0% Q2 2026 Jul 24, 2026
FDx Advisors, Inc. History No change 49,071 5,413 1.63% 1.63% 297 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 48,840 5,388 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 04, 2026
Whitegate Investment Counselors, Inc. History No change 48,661 5,368 1.53% 1.53% 299 0 0.0% Q2 2026 Aug 10, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 48,554 5,356 0.03% 0.03% 300 0 0.0% Q2 2026 Jul 17, 2026
BTC Capital Management, Inc. History No change 47,200 5,207 0.32% 0.32% 301 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 47,181 5,205 0.03% 0.03% 302 0 0.0% Q2 2026 Jul 29, 2026
Turtle Creek Wealth Advisors, LLC History No change 45,810 5,053 0.27% 0.27% 303 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 45,661 5,037 0.42% 0.42% 304 0 0.0% Q2 2026 Jul 16, 2026
IHT Wealth Management, LLC History No change 45,637 5,034 0.11% 0.11% 305 0 0.0% Q2 2026 Aug 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 45,318 4,999 0.61% 0.61% 306 0 0.0% Q2 2026 Aug 13, 2026
Bedel Financial Consulting, Inc. History No change 44,786 4,940 0.46% 0.46% 307 0 0.0% Q2 2026 Jul 29, 2026
Legacy Trust History No change 44,570 4,916 0.87% 0.87% 308 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 44,158 4,871 0.1% 0.1% 309 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 43,905 4,843 0.88% 0.88% 310 0 0.0% Q2 2026 Jul 20, 2026
Laird Norton Wetherby Trust Company, LLC History No change 43,860 4,838 0.09% 0.09% 311 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 43,505 4,799 0.05% 0.05% 312 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON TRUST CO History No change 43,063 4,750 1.85% 1.85% 313 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 42,875 4,729 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 42,013 4,634 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 03, 2026
QUADRANT CAPITAL GROUP LLC History No change 41,945 4,627 0.13% 0.13% 316 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 41,859 4,617 0.11% 0.11% 317 0 0.0% Q2 2026 Jul 20, 2026
St. Louis Trust Co History No change 16,660 4,607 0.53% 0.53% 318 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History Added to 42,971 4,585 0.03% 0.03% 319 +4,461 11.58% Q3 2026 Oct 08, 2026
Commerce Advisors, LLC History No change 41,410 4,568 2.48% 2.48% 320 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 41,254 4,551 0.06% 0.06% 321 0 0.0% Q2 2026 Jul 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 40,546 4,473 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Greykasell Wealth Strategies, Inc. History No change 40,338 4,450 1.62% 1.62% 323 0 0.0% Q2 2026 Aug 11, 2026
Northwest Wealth Advisors, LLC History No change 39,833 4,394 2.52% 2.52% 324 0 0.0% Q2 2026 Jul 23, 2026
Bucket List Wealth Management, LLC History No change 39,629 4,371 2.15% 2.15% 325 0 0.0% Q2 2026 Jul 16, 2026
Asset Management Group, Inc. History No change 38,863 4,287 0.63% 0.63% 326 0 0.0% Q2 2026 Aug 14, 2026
Advisory Resource Group History No change 38,299 4,225 0.64% 0.64% 327 0 0.0% Q2 2026 Jul 14, 2026
Elyxium Wealth, LLC History No change 38,238 4,218 0.44% 0.44% 328 0 0.0% Q2 2026 Aug 03, 2026
COURIER CAPITAL LLC History No change 38,200 4,214 0.21% 0.21% 329 0 0.0% Q2 2026 Jul 16, 2026
Daner Wealth Management, LLC History No change 36,612 4,199 2.28% 2.28% 330 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 37,624 4,150 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 37,552 4,142 0.03% 0.03% 332 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 37,166 4,100 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 36,996 4,081 0.33% 0.33% 334 0 0.0% Q2 2026 Jul 28, 2026
Samalin Investment Counsel, LLC History No change 36,785 4,058 1.27% 1.27% 335 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 36,764 4,055 0.68% 0.68% 336 0 0.0% Q2 2026 Jul 21, 2026
ASPIRIANT, LLC History No change 36,742 4,053 0.1% 0.1% 337 0 0.0% Q2 2026 Jul 20, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 36,717 4,050 2.65% 2.65% 338 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 36,697 4,048 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 36,616 4,039 0.26% 0.26% 340 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 36,610 4,038 0.32% 0.32% 341 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 36,557 4,020 0.07% 0.07% 342 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 36,557 4,020 0.07% 0.07% 343 0 0.0% Q2 2026 Jul 29, 2026
FCA CORP /TX History No change 36,437 4,019 0.99% 0.99% 344 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 36,363 4,011 0.1% 0.1% 345 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 36,265 4,002 0.06% 0.06% 346 0 0.0% Q2 2026 Jul 15, 2026
Linscomb Wealth, Inc. History No change 36,105 3,983 0.17% 0.17% 347 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 36,087 3,981 0.12% 0.12% 348 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 35,608 3,928 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
Elgethun Capital Management History No change 35,515 3,918 0.55% 0.55% 350 0 0.0% Q2 2026 Jul 29, 2026
Fort Point Capital Partners LLC History No change 35,402 3,905 0.27% 0.27% 351 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 35,382 3,903 0.07% 0.07% 352 0 0.0% Q2 2026 Jul 21, 2026
Fund Evaluation Group, LLC History No change 35,293 3,893 0.11% 0.11% 353 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 35,265 3,890 0.03% 0.03% 354 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 34,986 3,859 0.06% 0.06% 355 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 34,782 3,837 0.26% 0.26% 356 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA SECURITIES, LLC History No change 34,725 3,830 0.33% 0.33% 357 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 34,431 3,798 0.77% 0.77% 358 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History Added to 35,536 3,792 0.13% 0.13% 359 +3,049 9.39% Q3 2026 Oct 08, 2026
GTS SECURITIES LLC History No change 33,935 3,743 0.08% 0.08% 360 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 33,915 3,741 0.12% 0.12% 361 0 0.0% Q2 2026 Jul 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 33,718 3,719 0.07% 0.07% 362 0 0.0% Q2 2026 Jul 23, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 33,625 3,709 0.37% 0.37% 363 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 33,475 3,692 0.12% 0.12% 364 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 33,194 3,661 0.15% 0.15% 365 0 0.0% Q2 2026 Aug 06, 2026
AFT, FORSYTH & COMPANY, INC. History No change 33,074 3,648 1.75% 1.75% 366 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 32,289 3,562 0.16% 0.16% 367 0 0.0% Q2 2026 Jul 21, 2026
Pathway Financial Advisors LLC History Reduced 33,170 3,539 0.39% 0.43% 368 -185 -0.55% Q3 2026 Oct 07, 2026
Geneos Wealth Management Inc. History No change 31,816 3,509 0.07% 0.07% 369 0 0.0% Q2 2026 Aug 06, 2026
Vigilare Wealth Management History No change 31,748 3,502 1.07% 1.07% 370 0 0.0% Q2 2026 Jul 06, 2026
OneDigital Investment Advisors LLC History No change 31,676 3,494 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 31,539 3,479 0.26% 0.26% 372 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 31,537 3,479 0.06% 0.06% 373 0 0.0% Q2 2026 Jul 31, 2026
Finley Financial, LLC History No change 31,495 3,474 1.4% 1.4% 374 0 0.0% Q2 2026 Jul 08, 2026
Narus Financial Partners, LLC History No change 31,478 3,472 0.89% 0.89% 375 0 0.0% Q2 2026 Jul 31, 2026
Richard P Slaughter Associates Inc History No change 31,360 3,459 0.68% 0.68% 376 0 0.0% Q2 2026 Jul 13, 2026
FLAGSTAR SECURITIES, INC History No change 31,264 3,449 1.04% 1.04% 377 0 0.0% Q2 2026 Jul 15, 2026
Summit Financial Strategies, Inc. History No change 31,156 3,437 0.24% 0.24% 378 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 31,160 3,437 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 06, 2026
RFG - Bristol Wealth Advisors, LLC History No change 31,052 3,425 0.83% 0.83% 380 0 0.0% Q2 2026 Jul 27, 2026
Allen Investment Management, LLC History No change 31,000 3,420 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 05, 2026
FAS Wealth Partners, Inc. History No change 30,827 3,400 0.18% 0.18% 382 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 30,818 3,399 0.15% 0.15% 383 0 0.0% Q2 2026 Jul 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 30,745 3,391 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 14, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 30,642 3,380 0.67% 0.67% 385 0 0.0% Q2 2026 Jul 17, 2026
GREENLEAF TRUST History No change 30,587 3,374 0.03% 0.03% 386 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 30,429 3,356 0.27% 0.27% 387 0 0.0% Q2 2026 Aug 06, 2026
Evercore Wealth Management, LLC History No change 30,240 3,336 0.05% 0.05% 388 0 0.0% Q2 2026 Aug 14, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 30,033 3,313 1.64% 1.64% 389 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 29,899 3,298 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 29,848 3,292 0.52% 0.52% 391 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 29,734 3,280 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 06, 2026
World Investment Advisors History No change 33,305 3,258 0.05% 0.05% 393 0 0.0% Q2 2026 Aug 13, 2026
GRANVILLE CAPITAL, INC. History No change 29,465 3,250 1.45% 1.45% 394 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 29,363 3,239 0.04% 0.04% 395 0 0.0% Q2 2026 Jul 22, 2026
KKM Financial LLC History No change 29,263 3,228 0.44% 0.44% 396 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 28,601 3,155 0.07% 0.07% 397 0 0.0% Q2 2026 Aug 05, 2026
Pasadena Private Wealth, LLC History No change 28,500 3,144 0.4% 0.4% 398 0 0.0% Q2 2026 Aug 10, 2026
FIRST UNITED BANK & TRUST History No change 28,495 3,143 0.9% 0.9% 399 0 0.0% Q2 2026 Jul 20, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 28,435 3,136 0.09% 0.09% 400 0 0.0% Q2 2026 Aug 05, 2026
PFG Advisors History No change 28,394 3,132 0.16% 0.16% 401 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 28,370 3,129 0.2% 0.2% 402 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 28,043 3,093 0.28% 0.28% 403 0 0.0% Q2 2026 Aug 06, 2026
Councilor Wealth, LLC History No change 28,043 3,093 1.25% 1.25% 404 0 0.0% Q2 2026 Jul 21, 2026
Frank, Rimerman Advisors LLC History No change 27,725 3,058 0.17% 0.17% 405 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 27,654 3,050 0.16% 0.16% 406 0 0.0% Q2 2026 Jul 28, 2026
Paller Financial Services Inc History No change 27,615 3,046 2.28% 2.28% 407 0 0.0% Q2 2026 Jul 07, 2026
Wealthfront Advisers LLC History No change 27,518 3,035 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 07, 2026
HT Partners LLC History No change 26,956 2,973 0.82% 0.82% 409 0 0.0% Q2 2026 Jul 16, 2026
Brick & Kyle, Associates History No change 30,444 2,960 0.98% 0.98% 410 0 0.0% Q2 2026 Aug 06, 2026
Resonant Capital Advisors, LLC History No change 26,391 2,911 0.14% 0.14% 411 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 26,367 2,908 0.18% 0.18% 412 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 26,268 2,897 0.14% 0.14% 413 0 0.0% Q2 2026 Jul 10, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 26,257 2,896 1.34% 1.34% 414 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 25,923 2,859 0.03% 0.03% 415 0 0.0% Q2 2026 Aug 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 25,901 2,857 0.27% 0.27% 416 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 25,909 2,856 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 27, 2026
Meridian Financial Partners LLC History No change 25,642 2,808 0.96% 0.96% 418 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 25,324 2,793 0.13% 0.13% 419 0 0.0% Q2 2026 Jul 23, 2026
Crescent Grove Advisors, LLC History No change 25,006 2,758 0.23% 0.23% 420 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 24,695 2,724 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 24,651 2,719 0.74% 0.74% 422 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 24,452 2,697 0.09% 0.09% 423 0 0.0% Q2 2026 Jul 24, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 27,986 2,694 0.38% 0.38% 424 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 24,323 2,683 0.12% 0.12% 425 0 0.0% Q2 2026 Jul 22, 2026
PRAIRIE ADVISORY, LLC History No change 24,305 2,681 0.63% 0.63% 426 0 0.0% Q2 2026 Jul 20, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 24,149 2,664 0.35% 0.35% 427 0 0.0% Q2 2026 Aug 14, 2026
Nvest Financial, LLC History No change 24,086 2,657 0.84% 0.84% 428 0 0.0% Q2 2026 Jul 30, 2026
Goelzer Investment Management, Inc. History No change 24,069 2,655 0.12% 0.12% 429 0 0.0% Q2 2026 Jul 14, 2026
DAGCO, INC. History No change 23,862 2,632 0.49% 0.49% 430 0 0.0% Q2 2026 Jul 10, 2026
Forefront Wealth Partners, LLC History No change 23,781 2,623 0.81% 0.81% 431 0 0.0% Q2 2026 Aug 20, 2026
St. Clair Advisors, LLC History No change 23,625 2,606 0.67% 0.67% 432 0 0.0% Q2 2026 Jul 06, 2026
DOVER ADVISORS, LLC History No change 26,847 2,584 1.06% 1.06% 433 0 0.0% Q2 2026 Aug 07, 2026
Marquette Asset Management, LLC History No change 23,315 2,572 0.33% 0.33% 434 0 0.0% Q2 2026 Jul 09, 2026
Farmers & Merchants Trust Co of Long Beach History No change 23,286 2,568 0.55% 0.55% 435 0 0.0% Q2 2026 Aug 05, 2026
RAINIER FAMILY WEALTH INC History No change 23,258 2,565 1.46% 1.46% 436 0 0.0% Q2 2026 Jul 15, 2026
NICOLET BANKSHARES INC History No change 23,235 2,564 0.08% 0.08% 437 0 0.0% Q2 2026 Aug 11, 2026
1ST SOURCE BANK History No change 23,100 2,548 0.12% 0.12% 438 0 0.0% Q2 2026 Aug 06, 2026
MIDDLETON & CO INC/MA History No change 23,103 2,548 0.27% 0.27% 439 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 23,048 2,542 0.14% 0.14% 440 0 0.0% Q2 2026 Aug 04, 2026
ABLE Financial Group, LLC History No change 22,914 2,527 0.42% 0.42% 441 0 0.0% Q2 2026 Jul 22, 2026
SVB WEALTH LLC History No change 22,894 2,525 0.16% 0.16% 442 0 0.0% Q2 2026 Jul 17, 2026
Paladin Partners, LLC History Added to 23,637 2,522 1.55% 1.59% 443 +1,897 8.73% Q3 2026 Oct 06, 2026
Alley Investment Management Company, LLC History No change 22,725 2,507 0.29% 0.29% 444 0 0.0% Q2 2026 Jul 23, 2026
LCNB CORP History No change 22,673 2,501 0.77% 0.77% 445 0 0.0% Q2 2026 Aug 10, 2026
SAXON INTERESTS, INC. History No change 22,465 2,478 0.68% 0.68% 446 0 0.0% Q2 2026 Aug 12, 2026
WELCH & FORBES LLC History No change 22,380 2,468 0.03% 0.03% 447 0 0.0% Q2 2026 Jul 30, 2026
WHITE PINE CAPITAL LLC History No change 22,365 2,467 0.58% 0.58% 448 0 0.0% Q2 2026 Aug 05, 2026
Boston Trust Walden Corp History No change 22,275 2,457 0.02% 0.02% 449 0 0.0% Q2 2026 Jul 24, 2026
Venturi Wealth Management, LLC History No change 22,280 2,457 0.1% 0.1% 450 0 0.0% Q2 2026 Jul 20, 2026
FLOW TRADERS U.S. LLC History No change 22,250 2,455 0.1% 0.1% 451 0 0.0% Q2 2026 Aug 14, 2026
Lee, Kelleher & Klein Wealth Management History Reduced 22,936 2,447 1.26% 1.39% 453 -1,141 -4.74% Q3 2026 Oct 08, 2026
BankPlus Wealth Management LLC History No change 22,174 2,447 1.1% 1.1% 452 0 0.0% Q2 2026 Jul 17, 2026
BURKE & HERBERT BANK & TRUST CO History No change 22,170 2,445 0.61% 0.61% 454 0 0.0% Q2 2026 Aug 07, 2026
LAVELLE CAPITAL LP History No change 22,163 2,445 1.05% 1.05% 455 0 0.0% Q2 2026 Jul 22, 2026
Ellenbecker Investment Group History No change 22,083 2,436 0.28% 0.28% 456 0 0.0% Q2 2026 Jul 27, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 22,071 2,434 0.17% 0.17% 457 0 0.0% Q2 2026 Jul 20, 2026
Bluespring Wealth Management, LLC History No change 22,022 2,429 0.05% 0.05% 458 0 0.0% Q2 2026 Aug 11, 2026
MONEYWISE, INC. History No change 22,022 2,429 0.91% 0.91% 459 0 0.0% Q2 2026 Jul 21, 2026
COREPATH WEALTH PARTNERS LLC History No change 22,166 2,414 1.51% 1.51% 460 0 0.0% Q2 2026 Jul 09, 2026
Venture Visionary Partners LLC History Reduced 22,529 2,404 0.06% 0.07% 462 -89 -0.39% Q3 2026 Oct 07, 2026
Busey Bank History No change 21,797 2,404 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 21,654 2,388 0.03% 0.03% 463 0 0.0% Q2 2026 Aug 13, 2026
Chesley Taft & Associates LLC History No change 21,558 2,378 0.09% 0.09% 464 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 21,516 2,373 0.05% 0.05% 465 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Advisors, LLC History No change 21,370 2,357 0.13% 0.13% 466 0 0.0% Q2 2026 Aug 11, 2026
Oliver Luxxe Assets LLC History No change 21,281 2,347 0.34% 0.34% 467 0 0.0% Q2 2026 Jul 09, 2026
Merit Financial Group, LLC History No change 21,256 2,344 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 20, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 21,158 2,334 0.11% 0.11% 469 0 0.0% Q2 2026 Jul 24, 2026
APPLETON PARTNERS INC/MA History No change 21,092 2,327 0.14% 0.14% 470 0 0.0% Q2 2026 Jul 21, 2026
Columbus Macro, LLC History No change 21,079 2,325 0.23% 0.23% 471 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 21,070 2,324 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 12, 2026
HORAN Wealth, LLC History No change 21,020 2,318 0.29% 0.29% 473 0 0.0% Q2 2026 Aug 26, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 20,960 2,312 1.18% 1.18% 474 0 0.0% Q2 2026 Jul 20, 2026
CHAPIN DAVIS, INC. History No change 20,906 2,306 0.41% 0.41% 475 0 0.0% Q2 2026 Jul 07, 2026
Empowered Funds, LLC History No change 20,885 2,304 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 23,684 2,302 0.4% 0.4% 477 0 0.0% Q2 2026 Aug 03, 2026
Evensky & Katz LLC History No change 20,831 2,298 0.12% 0.12% 478 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 20,584 2,270 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 20,551 2,267 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 20,106 2,258 0.04% 0.04% 481 0 0.0% Q2 2026 Aug 06, 2026
Gilman Hill Asset Management, LLC History No change 20,421 2,252 0.31% 0.31% 482 0 0.0% Q2 2026 Jul 09, 2026
Vise Technologies, Inc. History No change 20,336 2,243 0.03% 0.03% 483 0 0.0% Q2 2026 Aug 10, 2026
Climber Capital SA History No change 21,378 2,228 1.36% 1.36% 484 0 0.0% Q2 2026 Jul 22, 2026
Erste Asset Management GmbH History No change 20,200 2,225 0.02% 0.02% 485 0 0.0% Q2 2026 Jul 28, 2026
Clark Capital Management Group, Inc. History No change 20,056 2,212 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 19,942 2,200 0.24% 0.24% 487 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 19,782 2,180 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 06, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 19,611 2,163 0.9% 0.9% 489 0 0.0% Q2 2026 Jul 14, 2026
Cambria Investment Management, L.P. History No change 19,584 2,160 0.11% 0.11% 490 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History No change 19,568 2,158 0.28% 0.28% 491 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 19,397 2,139 0.06% 0.06% 492 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 19,355 2,135 0.03% 0.03% 493 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 19,249 2,123 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 03, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 19,226 2,121 0.92% 0.92% 495 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 19,164 2,114 0.09% 0.09% 496 0 0.0% Q2 2026 Aug 10, 2026
BG Investment Services, LLC History No change 19,094 2,106 1.52% 1.52% 497 0 0.0% Q2 2026 Aug 05, 2026
WATERS PARKERSON & CO., LLC History No change 19,065 2,103 0.1% 0.1% 498 0 0.0% Q2 2026 Jul 30, 2026
RiverFront Investment Group, LLC History No change 19,015 2,097 0.03% 0.03% 499 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES BANK /OH History No change 18,962 2,091 1.07% 1.07% 500 0 0.0% Q2 2026 Jul 27, 2026
Farmers National Bank History No change 18,906 2,085 0.44% 0.44% 501 0 0.0% Q2 2026 Aug 11, 2026
CERTUITY, LLC History No change 18,859 2,080 0.1% 0.1% 502 0 0.0% Q2 2026 Jul 28, 2026
Legacy Bridge, LLC History No change 18,854 2,079 0.64% 0.64% 503 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 18,825 2,076 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 31, 2026
MBL Wealth, LLC History No change 18,394 2,029 0.14% 0.14% 505 0 0.0% Q2 2026 Jul 15, 2026
Denver PWM, LLC History No change 17,588 2,019 0.66% 0.66% 506 0 0.0% Q2 2026 Aug 17, 2026
Guardian Wealth Advisors, LLC History No change 18,130 2,000 1.0% 1.0% 507 0 0.0% Q2 2026 Aug 05, 2026
Montecito Bank & Trust History Reduced 18,706 1,996 0.3% 0.31% 509 -138 -0.73% Q3 2026 Oct 01, 2026
Forvis Mazars Wealth Advisors, LLC History No change 18,101 1,996 0.03% 0.03% 508 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 18,086 1,995 0.08% 0.08% 510 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 18,083 1,994 0.46% 0.46% 511 0 0.0% Q2 2026 Jul 24, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 18,000 1,986 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 10, 2026
Well Done, LLC History No change 17,968 1,982 0.27% 0.27% 513 0 0.0% Q2 2026 Jul 24, 2026
Clear Harbor Asset Management, LLC History No change 17,939 1,979 0.12% 0.12% 514 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 17,939 1,976 0.11% 0.11% 515 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 17,807 1,964 0.06% 0.06% 516 0 0.0% Q2 2026 Jul 31, 2026
Roundview Capital LLC History No change 17,674 1,949 0.11% 0.11% 517 0 0.0% Q2 2026 Jul 30, 2026
Newport Capital Group, LLC History No change 17,565 1,938 1.09% 1.09% 518 0 0.0% Q2 2026 Jul 21, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 17,561 1,937 0.12% 0.12% 519 0 0.0% Q2 2026 Jul 31, 2026
GGM Financial LLC History No change 17,549 1,936 0.73% 0.73% 520 0 0.0% Q2 2026 Jul 23, 2026
Sage Capital Advisors,llc History No change 17,538 1,934 0.4% 0.4% 521 0 0.0% Q2 2026 Jul 09, 2026
Financial Partners Group, Inc History No change 17,527 1,933 0.2% 0.2% 522 0 0.0% Q2 2026 Jul 23, 2026
Atala Financial Inc History No change 17,510 1,931 1.17% 1.17% 523 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 17,246 1,902 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 03, 2026
DAVIS R M INC History No change 17,211 1,898 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 17,145 1,891 1.35% 1.35% 526 0 0.0% Q2 2026 Jul 31, 2026
WestHill Financial Advisors, Inc. History No change 17,047 1,880 0.32% 0.32% 527 0 0.0% Q2 2026 Jul 21, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 16,870 1,861 0.43% 0.43% 528 0 0.0% Q2 2026 Aug 14, 2026
Plum Street Advisors, LLC History No change 16,864 1,860 0.59% 0.59% 529 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 16,839 1,857 0.06% 0.06% 530 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 16,796 1,853 0.04% 0.04% 531 0 0.0% Q2 2026 Jul 27, 2026
Hilltop Holdings Inc. History No change 16,739 1,846 0.14% 0.14% 532 0 0.0% Q2 2026 Aug 13, 2026
CONNING INC. History No change 16,697 1,842 0.06% 0.06% 533 0 0.0% Q2 2026 Jul 30, 2026
Fiera Capital Corp History No change 16,695 1,841 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 07, 2026
BOSTON FAMILY OFFICE LLC History No change 16,570 1,828 0.11% 0.11% 535 0 0.0% Q2 2026 Aug 12, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 16,550 1,826 0.05% 0.05% 536 0 0.0% Q2 2026 Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 16,423 1,811 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 16,376 1,806 0.15% 0.15% 538 0 0.0% Q2 2026 Jul 14, 2026
WEST PACES ADVISORS INC. History No change 16,263 1,794 0.3% 0.3% 539 0 0.0% Q2 2026 Jul 17, 2026
Crumly & Associates Inc. History No change 16,792 1,791 0.32% 0.35% 540 0 0.0% Q3 2026 Oct 07, 2026
Baker Ellis Asset Management LLC History No change 16,214 1,788 0.19% 0.19% 541 0 0.0% Q2 2026 Jul 23, 2026
Carroll Advisory Group, LLC History No change 16,133 1,779 0.58% 0.58% 542 0 0.0% Q2 2026 Jul 23, 2026
FIRST HAWAIIAN BANK History No change 16,047 1,770 0.22% 0.22% 543 0 0.0% Q2 2026 Jul 13, 2026
Compton Wealth Advisory Group, LLC History No change 15,953 1,757 0.35% 0.35% 544 0 0.0% Q2 2026 Jul 21, 2026
BBR PARTNERS, LLC History No change 15,802 1,743 0.08% 0.08% 545 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 15,770 1,739 0.12% 0.12% 546 0 0.0% Q2 2026 Sep 04, 2026
Choate Investment Advisors History No change 15,741 1,736 0.03% 0.03% 547 0 0.0% Q2 2026 Aug 11, 2026
Nordwand Advisors, LLC History No change 15,680 1,729 0.27% 0.27% 548 0 0.0% Q2 2026 Aug 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 15,672 1,728 0.08% 0.08% 549 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisors, LLC History No change 15,657 1,727 0.24% 0.24% 550 0 0.0% Q2 2026 Jul 22, 2026
Indivisible Partners History No change 15,653 1,726 0.1% 0.1% 551 0 0.0% Q2 2026 Aug 04, 2026
Strategic Advisors LLC History No change 15,554 1,715 0.38% 0.38% 552 0 0.0% Q2 2026 Jul 28, 2026
North Berkeley Wealth Management, LLC History No change 15,435 1,702 0.69% 0.69% 553 0 0.0% Q2 2026 Jul 28, 2026
Asset Allocation Strategies LLC History No change 15,409 1,699 0.26% 0.26% 554 0 0.0% Q2 2026 Aug 17, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 15,373 1,695 0.21% 0.21% 555 0 0.0% Q2 2026 Jul 23, 2026
Noble Wealth Partners LLC History No change 15,342 1,692 1.47% 1.47% 556 0 0.0% Q2 2026 Jul 24, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 15,321 1,690 0.06% 0.06% 557 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 15,276 1,685 0.19% 0.19% 558 0 0.0% Q2 2026 Jul 09, 2026
MONETARY MANAGEMENT GROUP INC History No change 15,205 1,677 0.34% 0.34% 559 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 15,161 1,672 0.04% 0.04% 560 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 15,110 1,666 0.04% 0.04% 561 0 0.0% Q2 2026 Jul 31, 2026
Luminvest Wealth Management LLC History No change 15,056 1,660 0.39% 0.39% 562 0 0.0% Q2 2026 Jul 29, 2026
Simplicity Wealth,LLC History No change 14,948 1,649 0.06% 0.06% 563 0 0.0% Q2 2026 Aug 06, 2026
Empirical Asset Management, LLC History No change 14,917 1,645 0.37% 0.37% 564 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 14,919 1,645 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 23, 2026
Argentarii, LLC History No change 14,507 1,645 0.5% 0.5% 566 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 14,800 1,632 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 14,795 1,632 0.14% 0.14% 568 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 14,748 1,627 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 07, 2026
Sage Mountain Advisors LLC History No change 14,756 1,627 0.1% 0.1% 570 0 0.0% Q2 2026 Aug 05, 2026
Grove Bank & Trust History Reduced 15,240 1,626 0.16% 0.26% 571 -8,070 -34.62% Q3 2026 Oct 08, 2026
Fulcrum Capital LLC History No change 14,713 1,623 0.33% 0.33% 572 0 0.0% Q2 2026 Jul 20, 2026
SlateStone Wealth, LLC History No change 14,672 1,619 0.12% 0.12% 573 0 0.0% Q2 2026 Jul 20, 2026
EASTERN BANK History Reduced 15,146 1,616 0.02% 0.03% 574 -2,681 -15.04% Q3 2026 Oct 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 14,250 1,614 0.53% 0.53% 575 0 0.0% Q2 2026 Aug 13, 2026
Madison Asset Management, LLC History No change 14,618 1,612 0.02% 0.02% 576 0 0.0% Q2 2026 Aug 10, 2026
OKABENA INVESTMENT SERVICES INC History No change 14,528 1,602 0.29% 0.29% 577 0 0.0% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History No change 14,537 1,601 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 13, 2026
Connecticut Wealth Management, LLC History No change 14,469 1,596 0.06% 0.06% 579 0 0.0% Q2 2026 Jul 29, 2026
MBA Advisors LLC History No change 14,412 1,589 0.53% 0.53% 580 0 0.0% Q2 2026 Jul 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 14,401 1,588 0.09% 0.09% 581 0 0.0% Q2 2026 Jul 29, 2026
Atlas Brown,Inc. History No change 14,399 1,588 0.43% 0.43% 582 0 0.0% Q2 2026 Jul 09, 2026
MONTAG A & ASSOCIATES INC History No change 14,354 1,583 0.07% 0.07% 583 0 0.0% Q2 2026 Aug 05, 2026
Centennial Wealth Advisory LLC History No change 14,347 1,583 0.34% 0.34% 584 0 0.0% Q2 2026 Jul 13, 2026
Bison Wealth, LLC History No change 14,280 1,579 0.14% 0.14% 585 0 0.0% Q2 2026 Jul 07, 2026
TOWER BRIDGE ADVISORS History No change 14,292 1,576 0.14% 0.14% 586 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 14,279 1,575 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 30, 2026
Hapanowicz & Associates Financial Services, Inc History No change 14,146 1,560 0.49% 0.49% 588 0 0.0% Q2 2026 Jul 29, 2026
First Financial Bank - Trust Division History Added to 14,594 1,557 0.11% 0.11% 589 +896 6.54% Q3 2026 Oct 01, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 14,502 1,547 0.04% 0.04% 590 -328 -2.21% Q3 2026 Oct 05, 2026
Bill Few Associates, Inc. History No change 14,013 1,545 0.33% 0.33% 591 0 0.0% Q2 2026 Jul 07, 2026
SeaBridge Investment Advisors LLC History No change 14,001 1,544 0.22% 0.22% 592 0 0.0% Q2 2026 Jul 17, 2026
Calamos Wealth Management LLC History No change 13,976 1,541 0.05% 0.05% 593 0 0.0% Q2 2026 Jul 31, 2026
PHILADELPHIA TRUST CO History No change 13,913 1,535 0.1% 0.1% 594 0 0.0% Q2 2026 Aug 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 13,875 1,530 0.15% 0.15% 595 0 0.0% Q2 2026 Jul 22, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 13,807 1,523 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 13,759 1,517 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 13,703 1,511 0.03% 0.03% 598 0 0.0% Q2 2026 Jul 20, 2026
Orgel Wealth Management, LLC History No change 13,639 1,504 0.03% 0.03% 599 0 0.0% Q2 2026 Jul 13, 2026
Winthrop Advisory Group LLC History No change 13,572 1,497 0.1% 0.1% 600 0 0.0% Q2 2026 Jul 17, 2026
Heartland Bank & Trust Co History No change 13,570 1,497 0.31% 0.31% 601 0 0.0% Q2 2026 Aug 11, 2026
Klingman & Associates, LLC History No change 13,466 1,485 0.06% 0.06% 602 0 0.0% Q2 2026 Jul 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 13,469 1,485 0.01% 0.01% 603 0 0.0% Q2 2026 Sep 23, 2026
Cypress Capital Group History No change 13,351 1,472 0.14% 0.14% 604 0 0.0% Q2 2026 Aug 05, 2026
Ehrenkranz Partners L.P. History No change 13,326 1,470 0.85% 0.85% 605 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 13,325 1,470 0.07% 0.07% 606 0 0.0% Q2 2026 Jul 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,244 1,461 0.08% 0.08% 607 0 0.0% Q2 2026 Jul 15, 2026
SigFig Wealth Management, LLC History Reduced 13,652 1,456 0.04% 0.05% 608 -3,633 -21.02% Q3 2026 Oct 07, 2026
MidFirst Bank History No change 13,206 1,456 0.1% 0.1% 609 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 13,196 1,455 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 06, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 13,161 1,451 0.07% 0.07% 611 0 0.0% Q2 2026 Aug 11, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 13,583 1,449 0.8% 0.83% 612 -144 -1.05% Q3 2026 Oct 07, 2026
Pacific Park Financial, Inc. History No change 13,112 1,446 0.84% 0.84% 613 0 0.0% Q2 2026 Jul 21, 2026
Apella Capital, LLC History Added to 13,318 1,444 0.02% 0.02% 614 +3,634 37.53% Q3 2026 Oct 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 13,086 1,443 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 15, 2026
Live Oak Private Wealth LLC History No change 13,084 1,443 0.18% 0.18% 616 0 0.0% Q2 2026 Jul 20, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,023 1,436 0.07% 0.07% 617 0 0.0% Q2 2026 Jul 28, 2026
Wedmont Private Capital History No change 13,043 1,434 0.04% 0.04% 618 0 0.0% Q2 2026 Jul 13, 2026
Advisors Capital Management, LLC History No change 12,992 1,433 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History No change 12,984 1,432 0.09% 0.09% 620 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 13,409 1,430 0.13% 0.08% 621 +4,649 53.07% Q3 2026 Oct 07, 2026
Occidental Asset Management, LLC History No change 12,861 1,418 0.14% 0.14% 622 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 12,597 1,389 0.02% 0.02% 623 0 0.0% Q2 2026 Aug 13, 2026
Arrowroot Family Office, LLC History No change 12,564 1,386 0.4% 0.4% 624 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 12,557 1,385 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 31, 2026
Simmons Bank History No change 12,518 1,380 0.08% 0.08% 626 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 12,473 1,376 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 03, 2026
Sterling Capital Management LLC History No change 12,397 1,367 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 28, 2026
SAPIENT CAPITAL LLC History Added to 12,688 1,353 0.02% 0.02% 629 +240 1.93% Q3 2026 Oct 08, 2026
EARNEST PARTNERS LLC History No change 12,242 1,350 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 12,233 1,349 0.03% 0.03% 631 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 12,198 1,345 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 14, 2026
Leslie Global Wealth, LLC History No change 12,181 1,343 0.52% 0.52% 633 0 0.0% Q2 2026 Jul 21, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 12,156 1,341 0.36% 0.36% 634 0 0.0% Q2 2026 Jul 16, 2026
BECKER CAPITAL MANAGEMENT INC History No change 12,144 1,339 0.04% 0.04% 635 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 12,128 1,337 0.09% 0.09% 636 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 12,036 1,327 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 28, 2026
ALLSTATE CORP History No change 12,012 1,325 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 13, 2026
Radnor Capital Management, LLC History No change 12,010 1,324 0.19% 0.19% 639 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL CITY TRUST CO/FL History No change 11,991 1,322 0.27% 0.27% 640 0 0.0% Q2 2026 Aug 04, 2026
Evernest Financial Advisors, LLC History No change 11,979 1,321 0.28% 0.28% 641 0 0.0% Q2 2026 Aug 05, 2026
Koss-Olinger Consulting, LLC History No change 11,950 1,318 0.1% 0.1% 642 0 0.0% Q2 2026 Aug 10, 2026
Seneca Financial Advisors LLC History No change 11,824 1,304 0.34% 0.34% 643 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 11,776 1,299 0.08% 0.08% 644 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 11,732 1,294 0.11% 0.11% 645 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 11,700 1,290 0.03% 0.03% 646 0 0.0% Q2 2026 Jul 13, 2026
Pine Haven Investment Counsel, Inc History No change 11,522 1,271 0.85% 0.85% 647 0 0.0% Q2 2026 Jul 08, 2026
Plus Group Wealth Advisors LLC History No change 11,518 1,270 1.19% 1.19% 648 0 0.0% Q2 2026 Jul 13, 2026
Compound Planning, Inc. History No change 11,482 1,266 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 04, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 11,454 1,263 0.36% 0.36% 650 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 11,411 1,258 0.05% 0.05% 651 0 0.0% Q2 2026 Jul 21, 2026
TPG Financial Advisors, LLC History No change 11,353 1,252 0.37% 0.37% 652 0 0.0% Q2 2026 Aug 10, 2026
USAdvisors Wealth Management, LLC History No change 11,341 1,251 0.36% 0.36% 653 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 11,329 1,249 0.02% 0.02% 654 0 0.0% Q2 2026 Aug 10, 2026
Midwest Financial Group LLC History No change 11,182 1,233 0.43% 0.43% 655 0 0.0% Q2 2026 Jul 21, 2026
Rare Wolf Capital LLC History No change 11,151 1,230 0.79% 0.79% 656 0 0.0% Q2 2026 Jul 23, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 11,095 1,224 0.07% 0.07% 657 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 11,096 1,224 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 11,000 1,213 0.2% 0.2% 659 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Wealth Management LLC History No change 11,000 1,213 0.49% 0.49% 660 0 0.0% Q2 2026 Aug 10, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 11,366 1,212 0.66% 0.68% 661 0 0.0% Q3 2026 Oct 06, 2026
Blue Trust, Inc. History No change 10,953 1,208 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 21, 2026
Wellspring Financial Advisors, LLC History No change 10,932 1,206 0.08% 0.08% 663 0 0.0% Q2 2026 Jul 20, 2026
Stillwater Capital Advisors, LLC History No change 10,873 1,199 0.12% 0.12% 664 0 0.0% Q2 2026 Jul 23, 2026
Columbia Asset Management History No change 10,872 1,199 0.21% 0.21% 665 0 0.0% Q2 2026 Jul 21, 2026
Operose Advisors LLC History No change 10,769 1,188 0.23% 0.23% 666 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 10,760 1,187 0.58% 0.58% 667 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 10,731 1,183 0.2% 0.2% 668 0 0.0% Q2 2026 Jul 28, 2026
Birch Hill Investment Advisors LLC History No change 10,706 1,181 0.05% 0.05% 669 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,682 1,178 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 20, 2026
NBT BANK, N.A. History No change 10,673 1,177 0.08% 0.08% 671 0 0.0% Q2 2026 Jul 29, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 10,669 1,177 0.02% 0.02% 672 0 0.0% Q2 2026 Jul 15, 2026
Western Wealth Management, LLC History No change 10,666 1,176 0.04% 0.04% 673 0 0.0% Q2 2026 Aug 14, 2026
Sunbeam Capital Management, LLC History No change 10,586 1,167 0.53% 0.53% 674 0 0.0% Q2 2026 Jul 14, 2026
OFC FINANCIAL PLANNING, LLC History No change 10,549 1,163 1.03% 1.03% 675 0 0.0% Q2 2026 Aug 05, 2026
Mill Capital Management, LLC History No change 10,524 1,161 0.08% 0.08% 676 0 0.0% Q2 2026 Aug 03, 2026
LYELL WEALTH MANAGEMENT, LP History No change 10,512 1,159 0.07% 0.07% 677 0 0.0% Q2 2026 Aug 05, 2026
Center for Wealth Management Advisory History No change 10,427 1,150 0.72% 0.72% 678 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 10,365 1,143 0.03% 0.03% 679 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 10,336 1,140 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 10,332 1,139 0.08% 0.08% 681 0 0.0% Q2 2026 Jul 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 10,326 1,139 0.17% 0.17% 682 0 0.0% Q2 2026 Jul 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,331 1,138 0.07% 0.07% 683 0 0.0% Q2 2026 Jul 22, 2026
Narwhal Capital Management History No change 10,231 1,128 0.08% 0.08% 684 0 0.0% Q2 2026 Jul 24, 2026
Mason & Associates, LLC History No change 10,201 1,125 0.23% 0.23% 685 0 0.0% Q2 2026 Jul 14, 2026
FIRST FINANCIAL BANKSHARES INC History No change 10,196 1,124 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 11, 2026
Advisor Resource Council History No change 10,112 1,115 0.31% 0.31% 687 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 10,093 1,113 0.06% 0.06% 688 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 9,998 1,102 0.04% 0.04% 689 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History No change 9,950 1,097 0.13% 0.13% 690 0 0.0% Q2 2026 Jul 08, 2026
American Wealth Advisors, LLC History No change 9,931 1,095 1.03% 1.03% 691 0 0.0% Q2 2026 Aug 07, 2026
Vontobel Holding Ltd. History No change 9,925 1,094 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 03, 2026
VISTA CAPITAL PARTNERS, INC. History No change 9,886 1,090 0.1% 0.1% 693 0 0.0% Q2 2026 Jul 23, 2026
RKL Wealth Management LLC History No change 9,876 1,089 0.09% 0.09% 694 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 9,756 1,076 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 9,660 1,065 0.06% 0.06% 696 0 0.0% Q2 2026 Jul 28, 2026
AlphaCore Capital LLC History No change 9,571 1,055 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 06, 2026
Asset Advisory Group, Inc. History No change 9,558 1,054 0.46% 0.46% 698 0 0.0% Q2 2026 Jul 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 9,551 1,053 0.06% 0.06% 699 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 9,538 1,052 0.06% 0.06% 700 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 9,524 1,050 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 06, 2026
BURLING WEALTH PARTNERS, LLC History No change 9,473 1,045 0.15% 0.15% 702 0 0.0% Q2 2026 Aug 04, 2026
PATTEN & PATTEN INC/TN History No change 9,400 1,037 0.05% 0.05% 703 0 0.0% Q2 2026 Aug 05, 2026
Beacon Financial Advisory LLC History No change 9,402 1,037 0.2% 0.2% 704 0 0.0% Q2 2026 Aug 05, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 9,408 1,037 0.28% 0.28% 705 0 0.0% Q2 2026 Aug 07, 2026
PARTHENON LLC History No change 9,323 1,028 0.11% 0.11% 706 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 9,294 1,025 0.77% 0.77% 707 0 0.0% Q2 2026 Jul 22, 2026
Dana Investment Advisors, Inc. History No change 9,286 1,024 0.03% 0.03% 708 0 0.0% Q2 2026 Aug 13, 2026
Circle Wealth Management, LLC History No change 9,249 1,020 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 12, 2026
CWA Asset Management Group, LLC History No change 9,249 1,020 0.03% 0.03% 710 0 0.0% Q2 2026 Jul 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,238 1,019 0.07% 0.07% 711 0 0.0% Q2 2026 Aug 04, 2026
Waldron Private Wealth LLC History No change 9,213 1,016 0.04% 0.04% 712 0 0.0% Q2 2026 Jul 20, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 9,199 1,014 0.21% 0.21% 713 0 0.0% Q2 2026 Jul 10, 2026
E&G Advisors, LLC History No change 9,153 1,009 0.19% 0.19% 714 0 0.0% Q2 2026 Jul 23, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 9,116 1,005 0.34% 0.34% 715 0 0.0% Q2 2026 Aug 06, 2026
Goldstein Advisors, LLC History No change 9,112 1,005 0.09% 0.09% 716 0 0.0% Q2 2026 Jul 20, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 9,086 1,002 0.41% 0.41% 717 0 0.0% Q2 2026 Jul 16, 2026
UNIVEST FINANCIAL Corp History No change 9,081 1,001 0.05% 0.05% 718 0 0.0% Q2 2026 Aug 07, 2026
Selective Wealth Management, Inc. History No change 9,158 1,001 0.26% 0.26% 719 0 0.0% Q2 2026 Jul 20, 2026
GeoWealth Management, LLC History No change 9,066 1,000 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 30, 2026
BIP Wealth, LLC History No change 9,059 999 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 8,990 991 0.01% 0.01% 722 0 0.0% Q2 2026 Jul 14, 2026
LGL PARTNERS, LLC History No change 8,978 990 0.36% 0.36% 723 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 8,949 987 0.01% 0.01% 724 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 8,948 987 0.05% 0.05% 725 0 0.0% Q2 2026 Aug 20, 2026
Center for Financial Planning, Inc. History No change 8,896 981 0.09% 0.09% 726 0 0.0% Q2 2026 Jul 21, 2026
Baron Wealth Management LLC History No change 8,889 980 0.25% 0.25% 727 0 0.0% Q2 2026 Jul 07, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 8,846 975 0.36% 0.36% 728 0 0.0% Q2 2026 Aug 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 8,826 973 0.05% 0.05% 729 0 0.0% Q2 2026 Jul 24, 2026
Heritage Wealth Advisors History No change 8,801 970 0.03% 0.03% 730 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 8,801 970 0.08% 0.08% 731 0 0.0% Q2 2026 Jul 16, 2026
Innovative Wealth Building LLC History No change 8,787 969 0.56% 0.56% 732 0 0.0% Q2 2026 Jul 23, 2026
LEE DANNER & BASS INC History No change 8,766 967 0.06% 0.06% 733 0 0.0% Q2 2026 Jul 21, 2026
GC Wealth Management RIA, LLC History No change 8,774 967 0.06% 0.06% 734 0 0.0% Q2 2026 Jul 16, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 8,700 959 0.22% 0.22% 735 0 0.0% Q2 2026 Sep 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 8,649 954 0.05% 0.05% 736 0 0.0% Q2 2026 Jul 20, 2026
Crusonia Wealth Advisors LLC History No change 8,646 953 0.16% 0.16% 737 0 0.0% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History No change 8,636 952 0.02% 0.02% 738 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 8,533 941 0.28% 0.28% 739 0 0.0% Q2 2026 Aug 10, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 8,516 939 0.08% 0.08% 740 0 0.0% Q2 2026 Aug 05, 2026
CURIO WEALTH, LLC History No change 8,519 939 0.29% 0.29% 741 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 8,504 938 0.04% 0.04% 742 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 8,453 932 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 17, 2026
CreativeOne Wealth, LLC History No change 8,432 930 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 8,425 929 0.32% 0.32% 745 0 0.0% Q2 2026 Jul 23, 2026
CENTRAL BANK & TRUST CO History No change 8,400 926 0.13% 0.13% 746 0 0.0% Q2 2026 Jul 17, 2026
Glassman Wealth Services History No change 8,397 926 0.11% 0.11% 747 0 0.0% Q2 2026 Aug 05, 2026
Baldwin Investment Management, LLC History No change 8,363 922 0.09% 0.09% 748 0 0.0% Q2 2026 Jul 28, 2026
S&CO INC History No change 8,344 920 0.05% 0.05% 749 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC FINANCIAL GROUP INC History No change 8,324 918 0.44% 0.44% 750 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Financial, llc History No change 8,333 914 0.14% 0.14% 751 0 0.0% Q2 2026 Jul 17, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 8,261 911 0.16% 0.16% 752 0 0.0% Q2 2026 Aug 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 8,257 910 0.05% 0.05% 753 0 0.0% Q2 2026 Aug 03, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 8,256 910 0.06% 0.06% 754 0 0.0% Q2 2026 Jul 28, 2026
BLB&B Advisors, LLC History No change 8,241 909 0.03% 0.03% 755 0 0.0% Q2 2026 Aug 05, 2026
Bragg Financial Advisors, Inc History No change 8,234 908 0.02% 0.02% 756 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 8,220 906 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 8,140 904 0.05% 0.05% 758 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 8,187 903 0.23% 0.23% 759 0 0.0% Q2 2026 Aug 07, 2026
Beaumont Financial Advisors, LLC History No change 8,166 900 0.06% 0.06% 760 0 0.0% Q2 2026 Aug 04, 2026
Smith Salley Wealth Management History No change 8,136 897 0.04% 0.04% 761 0 0.0% Q2 2026 Jul 23, 2026
Summit Investment Advisory Services, LLC History No change 8,079 891 0.22% 0.22% 762 0 0.0% Q2 2026 Jul 24, 2026
New England Professional Planning Group Inc. History No change 8,058 888 0.33% 0.33% 763 0 0.0% Q2 2026 Jul 28, 2026
Essex Bank History No change 8,044 887 0.19% 0.19% 764 0 0.0% Q2 2026 Jul 23, 2026
CVFG LLC History No change 8,039 886 0.09% 0.09% 765 0 0.0% Q2 2026 Aug 11, 2026
Fermata Advisors, LLC History No change 7,991 881 0.18% 0.18% 766 0 0.0% Q2 2026 Jul 07, 2026
IMC-Chicago, LLC History No change 7,982 880 0.0% 0.0% 767 0 0.0% Q2 2026 Aug 06, 2026
Obermeyer Wealth Partners History No change 7,963 878 0.04% 0.04% 768 0 0.0% Q2 2026 Jul 29, 2026
Diversified Enterprises, LLC History No change 7,958 877 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 31, 2026
MidAtlantic Capital Management, Inc. History No change 7,945 876 0.54% 0.54% 770 0 0.0% Q2 2026 Aug 10, 2026
Polaris Investment Advisors, LLC History No change 7,932 875 0.56% 0.56% 771 0 0.0% Q2 2026 Jul 09, 2026
Next Level Private LLC History No change 7,923 874 0.17% 0.17% 772 0 0.0% Q2 2026 Jul 09, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 7,911 872 0.05% 0.05% 773 0 0.0% Q2 2026 Jul 20, 2026
Princeton Global Asset Management LLC History No change 7,912 872 0.12% 0.12% 774 0 0.0% Q2 2026 Jul 16, 2026
Shepherd Financial Partners LLC History No change 7,850 866 0.07% 0.07% 775 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History Added to 8,091 863 0.02% 0.02% 776 +2,181 36.9% Q3 2026 Oct 08, 2026
Flagstone Financial Management History No change 7,823 863 0.19% 0.19% 777 0 0.0% Q2 2026 Jul 21, 2026
Wealthquest Corp History No change 7,799 860 0.05% 0.05% 778 0 0.0% Q2 2026 Jul 23, 2026
Bensler, LLC History No change 7,787 859 0.08% 0.08% 779 0 0.0% Q2 2026 Jul 23, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 7,780 858 0.16% 0.16% 780 0 0.0% Q2 2026 Jul 21, 2026
Capital Analysts, LLC History No change 7,732 853 0.02% 0.02% 781 0 0.0% Q2 2026 Aug 05, 2026
McMillan Office, Inc. History No change 7,736 853 0.1% 0.1% 782 0 0.0% Q2 2026 Aug 13, 2026
GWN SECURITIES INC. History No change 7,701 849 0.14% 0.14% 783 0 0.0% Q2 2026 Aug 05, 2026
SFMG, LLC History No change 7,643 843 0.05% 0.05% 784 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 7,624 841 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 7,589 837 0.05% 0.05% 786 0 0.0% Q2 2026 Aug 10, 2026
INVENIO WEALTH PARTNERS LLC History No change 7,529 830 0.3% 0.3% 787 0 0.0% Q2 2026 Jul 30, 2026
Caldwell Trust Co History No change 7,531 830 0.07% 0.07% 788 0 0.0% Q2 2026 Aug 03, 2026
JNBA Financial Advisors History No change 7,507 828 0.06% 0.06% 789 0 0.0% Q2 2026 Jul 23, 2026
BlueSky Wealth Advisors, LLC History No change 7,481 825 0.1% 0.1% 790 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIENT ADVISORS LLC History No change 7,479 825 0.12% 0.12% 791 0 0.0% Q2 2026 Aug 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 7,433 820 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 7,407 817 0.02% 0.02% 793 0 0.0% Q2 2026 Aug 12, 2026
BRADY FAMILY WEALTH, LLC History No change 7,390 815 0.24% 0.24% 794 0 0.0% Q2 2026 Jul 13, 2026
First Bancorp, Inc /ME/ History No change 7,386 814 0.32% 0.32% 795 0 0.0% Q2 2026 Aug 11, 2026
VIAWEALTH, LLC History No change 7,352 811 0.41% 0.41% 796 0 0.0% Q2 2026 Aug 11, 2026
Empower Advisory Group, LLC History No change 7,356 811 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 12, 2026
Montis Financial, LLC History No change 7,309 806 0.16% 0.16% 798 0 0.0% Q2 2026 Aug 05, 2026
Black Swift Group, LLC History No change 7,300 805 0.12% 0.12% 799 0 0.0% Q2 2026 Aug 13, 2026
ICW Investment Advisors LLC History No change 7,275 802 0.28% 0.28% 800 0 0.0% Q2 2026 Aug 05, 2026
FourThought Financial Partners, LLC History No change 7,259 800 0.06% 0.06% 801 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 7,241 798 0.03% 0.03% 802 0 0.0% Q2 2026 Aug 11, 2026
Greenhouse Wealth Management, LLC History No change 7,228 797 0.56% 0.56% 803 0 0.0% Q2 2026 Aug 06, 2026
DIVERSIFIED MANAGEMENT INC History Added to 7,465 796 0.14% 0.18% 804 +2 0.03% Q3 2026 Oct 08, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 7,212 795 0.2% 0.2% 805 0 0.0% Q2 2026 Jul 20, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 7,167 791 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 11, 2026
Roan Capital Partners History No change 7,130 786 0.65% 0.65% 807 0 0.0% Q2 2026 Jul 08, 2026
FIRST TRUST ADVISORS LP History No change 7,086 781 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 7,087 781 0.12% 0.12% 809 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 7,020 774 0.14% 0.14% 810 0 0.0% Q2 2026 Aug 06, 2026
BOK Financial Private Wealth, Inc. History No change 7,012 773 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 07, 2026
Anson Capital, Inc. History No change 6,933 764 0.5% 0.5% 812 0 0.0% Q2 2026 Jul 29, 2026
Smithfield Trust Co History No change 6,940 763 0.03% 0.03% 813 0 0.0% Q2 2026 Aug 05, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 6,923 763 0.82% 0.82% 814 0 0.0% Q2 2026 Aug 13, 2026
Cassia Capital Partners, LLC History No change 6,915 762 0.37% 0.37% 815 0 0.0% Q2 2026 Jul 30, 2026
Sterling Investment Counsel, LLC History No change 6,905 761 0.18% 0.18% 816 0 0.0% Q2 2026 Jul 20, 2026
Ballew Advisors, Inc History Added to 6,973 755 0.38% 0.39% 817 +52 0.75% Q3 2026 Oct 05, 2026
Vickerman Investment Advisors, Inc. History No change 6,846 755 0.15% 0.15% 818 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 6,837 754 0.17% 0.17% 819 0 0.0% Q2 2026 Aug 12, 2026
Investors Research Corp History Reduced 7,034 750 0.13% 0.25% 821 -5,606 -44.35% Q3 2026 Oct 07, 2026
Members Trust Co History No change 6,804 750 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 31, 2026
Investment Advisory Group, LLC History No change 6,794 749 0.16% 0.16% 822 0 0.0% Q2 2026 Aug 06, 2026
First PREMIER Bank History No change 6,783 748 0.12% 0.12% 823 0 0.0% Q2 2026 Jul 15, 2026
Carnegie Investment Counsel History No change 6,701 739 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 30, 2026
Moss Adams Wealth Advisors LLC History No change 6,675 736 0.05% 0.05% 825 0 0.0% Q2 2026 Jul 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 6,668 735 0.18% 0.18% 826 0 0.0% Q2 2026 Aug 14, 2026
Piedmont Capital Management, LLC/NC History No change 6,648 733 0.45% 0.45% 827 0 0.0% Q2 2026 Aug 13, 2026
Kelman-Lazarov, Inc. History No change 6,639 732 0.1% 0.1% 828 0 0.0% Q2 2026 Aug 10, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 6,614 729 0.1% 0.1% 829 0 0.0% Q2 2026 Aug 12, 2026
SilverOak Wealth Management LLC History No change 6,610 729 0.09% 0.09% 830 0 0.0% Q2 2026 Jul 29, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 6,600 728 0.04% 0.04% 831 0 0.0% Q2 2026 Aug 04, 2026
BEARING POINT CAPITAL, LLC History No change 6,602 728 0.1% 0.1% 832 0 0.0% Q2 2026 Aug 11, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 6,510 718 0.41% 0.41% 833 0 0.0% Q2 2026 Aug 10, 2026
MAIRS & POWER INC History No change 6,506 717 0.01% 0.01% 834 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History No change 6,500 717 0.25% 0.25% 835 0 0.0% Q2 2026 Jul 07, 2026
Cordatus Wealth Management LLC History No change 6,495 716 0.16% 0.16% 836 0 0.0% Q2 2026 Jul 29, 2026
Curated Wealth Partners LLC History No change 6,459 712 0.08% 0.08% 837 0 0.0% Q2 2026 Aug 14, 2026
Relyea Zuckerberg Hanson LLC History No change 6,459 712 0.06% 0.06% 838 0 0.0% Q2 2026 Jul 16, 2026
Segment Wealth Management, LLC History No change 6,449 711 0.04% 0.04% 839 0 0.0% Q2 2026 Jul 16, 2026
Florida Trust Wealth Management Co History No change 6,451 711 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 27, 2026
Axis Wealth Partners, LLC History No change 6,446 711 0.34% 0.34% 841 0 0.0% Q2 2026 Jul 28, 2026
ASSOCIATED BANC-CORP History No change 6,398 705 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 31, 2026
POSTROCK PARTNERS LLC History No change 6,376 703 0.29% 0.29% 843 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 6,359 701 0.04% 0.04% 844 0 0.0% Q2 2026 Aug 04, 2026
Impact Capital Partners LLC History No change 6,356 701 0.19% 0.19% 845 0 0.0% Q2 2026 Jul 14, 2026
Trexquant Investment LP History No change 6,345 699 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 14, 2026
LONDON CO OF VIRGINIA History No change 6,315 696 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 6,301 695 0.03% 0.03% 848 0 0.0% Q2 2026 Aug 17, 2026
First Nebraska Trust Co History No change 6,285 693 0.06% 0.06% 849 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 6,261 691 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History No change 6,200 683 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 05, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 6,192 683 0.14% 0.14% 852 0 0.0% Q2 2026 Jul 17, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 6,191 682 0.18% 0.18% 853 0 0.0% Q2 2026 Aug 07, 2026
GREAT LAKES ADVISORS, LLC History No change 6,190 682 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 10, 2026
Wise Wealth Partners History No change 6,170 680 1.16% 1.16% 855 0 0.0% Q2 2026 Jul 28, 2026
RESTON WEALTH MANAGEMENT LLC History No change 6,150 678 0.18% 0.18% 856 0 0.0% Q2 2026 Jul 23, 2026
Cyndeo Wealth Partners, LLC History No change 6,144 677 0.03% 0.03% 857 0 0.0% Q2 2026 Jul 21, 2026
Trust Co of the South History No change 6,145 677 0.1% 0.1% 858 0 0.0% Q2 2026 Jul 01, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,124 675 0.05% 0.05% 859 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 6,115 674 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 15, 2026
Forum Financial Management, LP History No change 6,096 672 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 23, 2026
Bangor Savings Bank History No change 6,270 669 0.05% 0.05% 862 0 0.0% Q3 2026 Oct 06, 2026
Facet Wealth, Inc. History No change 6,041 666 0.01% 0.01% 863 0 0.0% Q2 2026 Jul 27, 2026
Thomasville National Bank History No change 6,009 662 0.04% 0.04% 864 0 0.0% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History No change 5,996 661 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisory, LLC History No change 5,980 659 0.02% 0.02% 866 0 0.0% Q2 2026 Aug 13, 2026
Edgemoor Investment Advisors, Inc. History No change 5,960 657 0.04% 0.04% 867 0 0.0% Q2 2026 Aug 07, 2026
Bear Mountain Capital, Inc. History No change 5,978 656 0.19% 0.19% 868 0 0.0% Q2 2026 Jul 20, 2026
Richardson Capital Management LLC History No change 5,926 653 0.28% 0.28% 869 0 0.0% Q2 2026 Jul 17, 2026
Allegheny Financial Group History No change 5,908 651 0.07% 0.07% 870 0 0.0% Q2 2026 Jul 22, 2026
AmeriServ Wealth Advisors History No change 5,892 650 0.43% 0.43% 871 0 0.0% Q2 2026 Aug 03, 2026
ROCKLAND TRUST CO History No change 6,085 649 0.02% 0.03% 872 0 0.0% Q3 2026 Oct 05, 2026
FIRST FINANCIAL CORP /IN/ History No change 5,891 649 0.22% 0.22% 873 0 0.0% Q2 2026 Jul 07, 2026
Pinnacle Bancorp, Inc. History No change 5,879 648 0.17% 0.17% 874 0 0.0% Q2 2026 Jul 28, 2026
Columbia Bank History No change 5,838 644 0.14% 0.14% 875 0 0.0% Q2 2026 Jul 24, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,813 641 0.07% 0.07% 876 0 0.0% Q2 2026 Jul 23, 2026
FAIRFIELD, BUSH & CO. History No change 5,810 640 0.31% 0.31% 877 0 0.0% Q2 2026 Aug 13, 2026
Quotient Wealth Partners, LLC History No change 5,791 638 0.02% 0.02% 878 0 0.0% Q2 2026 Aug 03, 2026
Rose Capital Advisors LLC History No change 5,784 638 0.32% 0.32% 879 0 0.0% Q2 2026 Aug 07, 2026
Invst, LLC History No change 5,782 637 0.06% 0.06% 880 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 5,752 634 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 07, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 5,748 634 0.07% 0.07% 882 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 5,745 633 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 13, 2026
Ballast Financial Advisors LLC History No change 5,732 632 0.57% 0.57% 884 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 5,727 631 0.04% 0.04% 885 0 0.0% Q2 2026 Aug 13, 2026
Palisade Asset Management, LLC History No change 5,703 629 0.06% 0.06% 886 0 0.0% Q2 2026 Jul 20, 2026
Cedarwood Wealth LLC History No change 5,707 629 0.48% 0.48% 887 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Advisor Solutions LLC History No change 5,644 622 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 07, 2026
UNION SAVINGS BANK History No change 5,647 622 0.25% 0.25% 889 0 0.0% Q2 2026 Jul 23, 2026
Nilsine Partners, LLC History No change 5,635 621 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 24, 2026
Alpha Financial Partners LLC History No change 5,593 616 0.32% 0.32% 891 0 0.0% Q2 2026 Aug 11, 2026
Westmount Partners, LLC History No change 5,568 614 0.13% 0.13% 892 0 0.0% Q2 2026 Jul 07, 2026
EQUITABLE TRUST CO History No change 5,532 610 0.03% 0.03% 893 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 5,509 607 0.04% 0.04% 894 0 0.0% Q2 2026 Aug 11, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 5,498 606 0.37% 0.37% 895 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 5,495 606 0.07% 0.07% 896 0 0.0% Q2 2026 Jul 23, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 5,465 602 0.08% 0.08% 897 0 0.0% Q2 2026 Jul 22, 2026
LAWOOD & CO History No change 5,459 602 0.41% 0.41% 898 0 0.0% Q2 2026 Jul 13, 2026
Colonial Trust Advisors History No change 5,450 601 0.04% 0.04% 899 0 0.0% Q2 2026 Aug 11, 2026
Werba Rubin Papier Wealth Management History No change 5,447 600 0.07% 0.07% 900 0 0.0% Q2 2026 Jul 27, 2026
Intrua Financial, LLC History No change 5,425 598 0.05% 0.05% 901 0 0.0% Q2 2026 Jul 24, 2026
Register Financial Advisors LLC History No change 5,420 597 0.18% 0.18% 902 0 0.0% Q2 2026 Jul 15, 2026
TSFG, LLC History No change 5,403 596 0.08% 0.08% 903 0 0.0% Q2 2026 Jul 23, 2026
My Personal CFO, LLC History No change 5,409 596 0.23% 0.23% 904 0 0.0% Q2 2026 Jul 21, 2026
Abundance Wealth Counselors History No change 5,396 595 0.04% 0.04% 905 0 0.0% Q2 2026 Jul 23, 2026
STEVENS CAPITAL PARTNERS History No change 5,363 591 0.11% 0.11% 906 0 0.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History No change 5,337 589 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 12, 2026
SFAM, LLC History No change 5,343 589 0.48% 0.48% 908 0 0.0% Q2 2026 Aug 13, 2026
Arbor Wealth Advisors LLC History No change 5,337 588 0.36% 0.36% 909 0 0.0% Q2 2026 Jul 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 5,309 585 0.18% 0.18% 910 0 0.0% Q2 2026 Jul 21, 2026
United Community Bank History No change 5,303 585 0.18% 0.18% 911 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY ADVISORS, INC. History No change 5,288 583 0.39% 0.39% 912 0 0.0% Q2 2026 Jul 24, 2026
Hudson Value Partners, LLC History No change 5,280 582 0.15% 0.15% 913 0 0.0% Q2 2026 Jul 10, 2026
Torrey Growth & Income Advisors History No change 5,258 580 0.2% 0.2% 914 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 5,280 579 0.12% 0.12% 915 0 0.0% Q2 2026 Aug 06, 2026
Harbour Capital Advisors, LLC History No change 5,260 578 0.11% 0.11% 916 0 0.0% Q2 2026 Jul 15, 2026
Douglass Winthrop Advisors, LLC History No change 5,231 577 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Added to 5,399 576 0.02% 0.01% 918 +555 11.46% Q3 2026 Oct 05, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 5,214 575 0.43% 0.43% 919 0 0.0% Q2 2026 Jul 21, 2026
TMB Capital Partners, LLC History No change 5,217 575 0.18% 0.18% 920 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 5,210 574 0.05% 0.05% 921 0 0.0% Q2 2026 Aug 07, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 5,206 574 0.06% 0.06% 922 0 0.0% Q2 2026 Jul 16, 2026
Everhart Financial Group, Inc. History Reduced 5,366 572 0.04% 0.04% 923 -1 -0.02% Q3 2026 Oct 08, 2026
Mach-1 Financial Group, LLC History No change 5,171 570 0.22% 0.22% 924 0 0.0% Q2 2026 Jul 29, 2026
TCI Wealth Advisors, Inc. History No change 5,153 568 0.02% 0.02% 925 0 0.0% Q2 2026 Jul 29, 2026
DBK Financial Counsel, LLC History No change 5,105 563 0.47% 0.47% 926 0 0.0% Q2 2026 Jul 21, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 5,110 563 0.19% 0.19% 927 0 0.0% Q2 2026 Aug 13, 2026
LMCG INVESTMENTS, LLC History No change 5,082 560 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 22, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,076 559 0.21% 0.21% 929 0 0.0% Q2 2026 Aug 05, 2026
HighPoint Advisor Group LLC History No change 5,076 559 0.02% 0.02% 930 0 0.0% Q2 2026 Aug 05, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 5,059 558 0.09% 0.09% 931 0 0.0% Q2 2026 Aug 11, 2026
BCS Private Wealth Management, Inc. History No change 5,050 557 0.17% 0.17% 932 0 0.0% Q2 2026 Jul 31, 2026
Altus Wealth Group LLC History No change 5,041 556 0.2% 0.2% 933 0 0.0% Q2 2026 Jul 17, 2026
Weil Company, Inc. History No change 5,036 555 0.1% 0.1% 934 0 0.0% Q2 2026 Aug 05, 2026
Plancorp, LLC History No change 5,064 555 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 14, 2026
Ducere Wealth Management LLC History No change 5,035 555 0.17% 0.17% 936 0 0.0% Q2 2026 Jul 28, 2026
Resurgent Financial Advisors LLC History No change 5,007 552 0.15% 0.15% 937 0 0.0% Q2 2026 Aug 14, 2026
Valued Retirements, Inc. History No change 4,990 550 0.49% 0.49% 938 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 4,972 548 0.02% 0.02% 939 0 0.0% Q2 2026 Aug 04, 2026
PKS Advisory Services, LLC History No change 4,958 547 0.09% 0.09% 940 0 0.0% Q2 2026 Aug 04, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 4,960 547 0.16% 0.16% 941 0 0.0% Q2 2026 Jul 31, 2026
Rockwood Wealth Management, LLC History No change 4,954 546 0.03% 0.03% 942 0 0.0% Q2 2026 Jul 13, 2026
William Mack & Associates, Inc. History No change 4,957 546 0.19% 0.19% 943 0 0.0% Q2 2026 Jul 10, 2026
Perkins Coie Trust Co History No change 4,930 543 0.09% 0.09% 944 0 0.0% Q2 2026 Jul 09, 2026
Nolet Wealth Management, LLC History No change 4,910 541 0.3% 0.3% 945 0 0.0% Q2 2026 Jul 10, 2026
Wealth Dimensions Group, Ltd. History No change 4,902 540 0.1% 0.1% 946 0 0.0% Q2 2026 Jul 22, 2026
Breachway Investments LLC History No change 4,895 540 0.81% 0.81% 947 0 0.0% Q2 2026 Jul 13, 2026
InvesTrust History No change 4,893 539 0.21% 0.21% 948 0 0.0% Q2 2026 Jul 14, 2026
Canandaigua National Trust Co of Florida History New 5,026 536 0.3% — 949 +5,026 New Q3 2026 Oct 07, 2026
Beck Bode, LLC History No change 4,849 534 0.08% 0.08% 950 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 4,826 532 0.05% 0.05% 951 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 4,825 532 0.07% 0.07% 952 0 0.0% Q2 2026 Aug 11, 2026
M1 Capital Management LLC History No change 4,828 532 0.2% 0.2% 953 0 0.0% Q2 2026 Aug 11, 2026
Clal Insurance Enterprises Holdings Ltd History No change 4,804 530 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 13, 2026
King Wealth Management Group History No change 4,802 530 0.06% 0.06% 955 0 0.0% Q2 2026 Aug 05, 2026
Diversified Portfolios, Inc. History No change 4,810 530 0.04% 0.04% 956 0 0.0% Q2 2026 Aug 04, 2026
Windsor Capital Management, LLC History No change 4,803 529 0.14% 0.14% 957 0 0.0% Q2 2026 Jul 08, 2026
Jefferies Financial Group Inc. History No change 4,791 528 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 17, 2026
L.K. Benson & Company, P.C. History No change 4,785 527 0.16% 0.16% 959 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 4,754 524 0.02% 0.02% 960 0 0.0% Q2 2026 Jul 22, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 4,906 523 0.08% 0.09% 962 -755 -13.34% Q3 2026 Oct 08, 2026
Foster Victor Wealth Advisors, LLC History No change 4,767 523 0.03% 0.03% 961 0 0.0% Q2 2026 Jul 22, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 4,734 522 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 4,885 521 0.01% 0.0% 964 +2,603 114.07% Q3 2026 Oct 05, 2026
Forum Private Client Group LLC History No change 4,724 521 0.16% 0.16% 965 0 0.0% Q2 2026 Aug 12, 2026
Holistic Financial Partners History No change 4,712 519 0.32% 0.32% 966 0 0.0% Q2 2026 Jul 23, 2026
Stonebrook Private Inc. History No change 4,712 519 0.09% 0.09% 967 0 0.0% Q2 2026 Aug 14, 2026
Prime Buchholz LLC History No change 4,700 518 0.19% 0.19% 968 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,693 516 0.05% 0.05% 969 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 4,640 511 0.02% 0.02% 970 0 0.0% Q2 2026 Jul 23, 2026
Kirkwood Financial Services History No change 4,636 511 0.15% 0.15% 971 0 0.0% Q2 2026 Aug 25, 2026
New Hampshire Trust History No change 4,611 508 0.1% 0.1% 972 0 0.0% Q2 2026 Jul 27, 2026
Broadview Financial Management, LLC History No change 4,603 507 0.31% 0.31% 973 0 0.0% Q2 2026 Aug 12, 2026
Landmark Wealth Management, LLC History No change 4,583 505 0.12% 0.12% 974 0 0.0% Q2 2026 Aug 10, 2026
Flagship Private Wealth, LLC History No change 4,575 504 0.18% 0.18% 975 0 0.0% Q2 2026 Aug 04, 2026
Christensen, King & Associates Investment Services, Inc. History No change 4,573 504 0.2% 0.2% 976 0 0.0% Q2 2026 Jul 14, 2026
Veracity Capital LLC History Added to 4,666 497 0.13% 0.14% 977 +1 0.02% Q3 2026 Oct 08, 2026
Praetorian Wealth Management, Inc. History No change 4,500 496 0.09% 0.09% 978 0 0.0% Q2 2026 Jul 07, 2026
Fortis Capital Advisors, LLC History No change 4,505 496 0.06% 0.06% 979 0 0.0% Q2 2026 Jul 31, 2026
Guardian Asset Advisors, LLC History No change 4,472 493 0.23% 0.23% 980 0 0.0% Q2 2026 Jul 21, 2026
TrustBank History No change 4,475 493 0.17% 0.17% 981 0 0.0% Q2 2026 Jul 20, 2026
VICTORY FINANCIAL GROUP, LLC History No change 4,466 492 0.05% 0.05% 982 0 0.0% Q2 2026 Jul 28, 2026
Advisory Alpha, LLC History No change 4,445 490 0.01% 0.01% 983 0 0.0% Q2 2026 Aug 11, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 4,450 490 0.05% 0.05% 984 0 0.0% Q2 2026 Jul 31, 2026
BankPlus Trust Department History No change 4,437 489 0.11% 0.11% 985 0 0.0% Q2 2026 Jul 28, 2026
Tepp RIA, LLC History No change 4,434 489 0.33% 0.33% 986 0 0.0% Q2 2026 Jul 28, 2026
United Advisor Group, LLC History No change 4,404 485 0.05% 0.05% 987 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,388 484 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 10, 2026
HMS Capital Management, LLC History No change 4,393 484 0.18% 0.18% 989 0 0.0% Q2 2026 Jul 21, 2026
ARS Wealth Advisors Group, LLC History No change 4,383 483 0.04% 0.04% 990 0 0.0% Q2 2026 Jul 16, 2026
LMG Wealth Partners, LLC History No change 4,371 482 0.08% 0.08% 991 0 0.0% Q2 2026 Aug 12, 2026
Invera Wealth Advisors, LLC History No change 4,364 481 0.26% 0.26% 992 0 0.0% Q2 2026 Jul 29, 2026
Charles Schwab Trust Co History No change 4,355 480 0.03% 0.03% 993 0 0.0% Q2 2026 Jul 10, 2026
Old Peak Finance LLC History No change 4,352 480 0.23% 0.23% 994 0 0.0% Q2 2026 Aug 03, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 4,350 479 0.32% 0.32% 995 0 0.0% Q2 2026 Aug 14, 2026
TRED AVON FAMILY WEALTH, LLC History No change 4,335 478 0.15% 0.15% 996 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 4,326 477 0.01% 0.01% 997 0 0.0% Q2 2026 Jul 15, 2026
Synergy Financial Group, LTD History No change 4,331 477 0.34% 0.34% 998 0 0.0% Q2 2026 Aug 04, 2026
Truepoint, Inc. History No change 4,313 475 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 31, 2026
Granite Bay Wealth Management, LLC History No change 4,286 473 0.04% 0.04% 1000 0 0.0% Q2 2026 Aug 14, 2026
AAF Wealth Management, LLC History No change 4,276 471 0.17% 0.17% 1001 0 0.0% Q2 2026 Jul 17, 2026
MWA Asset Management History No change 4,276 471 0.21% 0.21% 1002 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 4,262 470 0.01% 0.01% 1003 0 0.0% Q2 2026 Jul 09, 2026
Parcion Private Wealth LLC History No change 4,253 469 0.03% 0.03% 1004 0 0.0% Q2 2026 Jul 27, 2026
Bouchey Financial Group, Ltd. History No change 4,249 468 0.03% 0.03% 1005 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 4,237 467 0.04% 0.04% 1006 0 0.0% Q2 2026 Jul 10, 2026
MTM Investment Management, LLC History No change 4,230 466 0.13% 0.13% 1007 0 0.0% Q2 2026 Aug 03, 2026
BlueChip Wealth Advisors LLC History No change 4,218 465 0.18% 0.18% 1008 0 0.0% Q2 2026 Jul 30, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 4,209 464 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Retirement, LLC History No change 4,211 464 0.03% 0.03% 1010 0 0.0% Q2 2026 Aug 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 4,186 462 0.12% 0.12% 1011 0 0.0% Q2 2026 Jul 24, 2026
Cordgrass Capital Advisors, LLC History No change 4,170 460 0.17% 0.17% 1012 0 0.0% Q2 2026 Aug 06, 2026
SENTINEL TRUST CO LBA History No change 4,165 459 0.04% 0.04% 1013 0 0.0% Q2 2026 Jul 13, 2026
Baker Avenue Asset Management, LP History No change 4,158 458 0.01% 0.01% 1014 0 0.0% Q2 2026 Jul 28, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,158 458 0.06% 0.06% 1015 0 0.0% Q2 2026 Jul 20, 2026
Magnus Financial Group LLC History No change 4,144 457 0.03% 0.03% 1016 0 0.0% Q2 2026 Jul 09, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 4,239 452 0.03% — 1018 +4,239 New Q3 2026 Oct 08, 2026
CRA Financial Services, LLC History No change 4,099 452 0.05% 0.05% 1017 0 0.0% Q2 2026 Jul 24, 2026
ARROW FINANCIAL CORP History No change 4,076 449 0.04% 0.04% 1019 0 0.0% Q2 2026 Jul 31, 2026
Hirtle & Co., LLC History No change 4,064 448 0.01% 0.01% 1020 0 0.0% Q2 2026 Aug 14, 2026
REDW Wealth LLC History No change 4,051 446 0.16% 0.16% 1021 0 0.0% Q2 2026 Jul 30, 2026
TBH Global Asset Management, LLC History No change 4,045 446 0.08% 0.08% 1022 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 4,052 446 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,048 446 0.05% 0.05% 1024 0 0.0% Q2 2026 Jul 10, 2026
Phoenix Wealth Advisors History No change 4,028 444 0.15% 0.15% 1025 0 0.0% Q2 2026 Jul 31, 2026
Steelhead Wealth Management LLC History No change 4,032 444 0.18% 0.18% 1026 0 0.0% Q2 2026 Aug 13, 2026
Regency Capital Management Inc.\DE History No change 4,000 441 0.18% 0.18% 1027 0 0.0% Q2 2026 Aug 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 4,000 441 0.3% 0.3% 1028 0 0.0% Q2 2026 Jul 24, 2026
John A. Wolfe & Associates, Inc. History No change 4,000 441 0.61% 0.61% 1029 0 0.0% Q2 2026 Jul 29, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,979 438 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 3,987 438 0.16% 0.16% 1031 0 0.0% Q2 2026 Jul 28, 2026
HM PAYSON & CO History No change 3,970 437 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 17, 2026
Gotham Asset Management, LLC History No change 3,962 437 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 14, 2026
Vann Equity Management LLC History Added to 4,085 435 0.26% 0.27% 1035 +48 1.19% Q3 2026 Oct 07, 2026
Lutz Financial Services LLC History No change 3,949 435 0.03% 0.03% 1034 0 0.0% Q2 2026 Aug 05, 2026
Tanager Wealth Management LLP History No change 3,940 434 0.04% 0.04% 1036 0 0.0% Q2 2026 Jul 23, 2026
Aprio Wealth Management, LLC History No change 3,929 433 0.02% 0.02% 1037 0 0.0% Q2 2026 Jul 24, 2026
SMI Advisory Services, LLC History No change 3,899 431 0.07% 0.07% 1038 0 0.0% Q2 2026 Jul 09, 2026
Bell Bank History No change 3,905 430 0.02% 0.02% 1039 0 0.0% Q2 2026 Jul 15, 2026
First National Advisers, LLC History No change 3,900 430 0.06% 0.06% 1040 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 3,889 429 0.03% 0.03% 1041 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 3,889 429 0.01% 0.01% 1042 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 3,894 429 0.09% 0.09% 1043 0 0.0% Q2 2026 Jul 31, 2026
McClarren Financial Advisors, Inc. History No change 3,890 429 0.22% 0.22% 1044 0 0.0% Q2 2026 Jul 17, 2026
Legacy Financial Advisors, Inc. History No change 3,883 428 0.05% 0.05% 1045 0 0.0% Q2 2026 Aug 05, 2026
CM WEALTH ADVISORS LLC History No change 3,884 428 0.08% 0.08% 1046 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 3,876 427 0.05% 0.05% 1047 0 0.0% Q2 2026 Jul 29, 2026
Colorado Capital Management, Inc. History No change 3,858 426 0.15% 0.15% 1048 0 0.0% Q2 2026 Jul 08, 2026
Bridgewater Advisors Inc. History No change 3,827 425 0.02% 0.02% 1049 0 0.0% Q2 2026 Aug 05, 2026
Crestwood Advisors Group, LLC History No change 3,851 424 0.01% 0.01% 1050 0 0.0% Q2 2026 Aug 03, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,845 424 0.05% 0.05% 1051 0 0.0% Q2 2026 Aug 11, 2026
Ledyard National Bank History No change 3,828 422 0.03% 0.03% 1052 0 0.0% Q2 2026 Jul 16, 2026
MGO ONE SEVEN LLC History No change 3,832 422 0.01% 0.01% 1053 0 0.0% Q2 2026 Jul 31, 2026
Kovack Advisors, Inc. History No change 3,824 421 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 28, 2026
PACK Private Wealth, LLC History No change 3,822 421 0.17% 0.17% 1055 0 0.0% Q2 2026 Aug 12, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 3,814 420 0.17% 0.17% 1056 0 0.0% Q2 2026 Aug 04, 2026
Herold Advisors, Inc. History No change 3,800 419 0.08% 0.08% 1057 0 0.0% Q2 2026 Jul 22, 2026
V2 Financial group LLC History No change 3,800 419 0.16% 0.16% 1058 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 3,784 417 0.04% 0.04% 1059 0 0.0% Q2 2026 Jul 27, 2026
TritonPoint Partners, LLC History No change 3,782 417 0.03% 0.03% 1060 0 0.0% Q2 2026 Aug 13, 2026
Jordan Park Group LLC History No change 3,775 416 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 11, 2026
Stelac Advisory Services LLC History No change 3,750 413 0.08% 0.08% 1062 0 0.0% Q2 2026 Aug 10, 2026
Affinity Capital Advisors, LLC History No change 3,738 413 0.05% 0.05% 1063 0 0.0% Q2 2026 Jul 08, 2026
Atlantic Edge Private Wealth Management, LLC History No change 3,747 413 0.08% 0.08% 1064 0 0.0% Q2 2026 Jul 23, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 3,866 412 0.09% 0.09% 1065 +30 0.78% Q3 2026 Oct 05, 2026
PUREfi Wealth, LLC History No change 3,738 412 0.23% 0.23% 1066 0 0.0% Q2 2026 Jul 27, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,722 410 0.05% 0.05% 1067 0 0.0% Q2 2026 Aug 25, 2026
Waterfront Wealth Inc. History No change 3,716 408 0.06% 0.06% 1068 0 0.0% Q2 2026 Jul 30, 2026
OneAscent Financial Services LLC History No change 3,699 408 0.02% 0.02% 1069 0 0.0% Q2 2026 Aug 11, 2026
Goldenstone Wealth Management LLC History No change 3,700 408 0.27% 0.27% 1070 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Counsel, Inc History No change 3,688 406 0.04% 0.04% 1071 0 0.0% Q2 2026 Jul 27, 2026
FIRST INTERSTATE BANK History No change 3,674 405 0.02% 0.02% 1072 0 0.0% Q2 2026 Jul 24, 2026
Aspen Investment Management Inc History No change 3,675 405 0.11% 0.11% 1073 0 0.0% Q2 2026 Jul 17, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 3,652 402 0.05% 0.05% 1074 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,649 402 0.02% 0.02% 1075 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 4,139 402 0.02% 0.02% 1076 0 0.0% Q2 2026 Jul 09, 2026
PGIM Custom Harvest LLC History No change 3,637 401 0.01% 0.01% 1077 0 0.0% Q2 2026 Aug 13, 2026
Duncan Williams Asset Management, LLC History No change 3,619 399 0.09% 0.09% 1078 0 0.0% Q2 2026 Jul 22, 2026
Accurate Wealth Management, LLC History No change 3,626 398 0.04% 0.04% 1079 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,608 398 0.04% 0.04% 1080 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 3,602 397 0.18% 0.18% 1081 0 0.0% Q2 2026 Aug 07, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 3,595 396 0.06% 0.06% 1082 0 0.0% Q2 2026 Aug 07, 2026
CPA Asset Management Group, LLC History No change 3,598 396 0.11% 0.11% 1083 0 0.0% Q2 2026 Jul 09, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 3,597 396 0.34% 0.34% 1084 0 0.0% Q2 2026 Aug 03, 2026
Poehling Capital Management, INC. History No change 3,588 395 0.08% 0.08% 1085 0 0.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History No change 3,585 395 0.02% 0.02% 1086 0 0.0% Q2 2026 Jul 29, 2026
Crewe Advisors LLC History No change 3,565 393 0.03% 0.03% 1087 0 0.0% Q2 2026 Jul 23, 2026
Beacon Capital Management, LLC History No change 3,564 393 0.06% 0.06% 1088 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,536 390 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 3,541 390 0.25% 0.25% 1090 0 0.0% Q2 2026 Jul 31, 2026
SPINNAKER TRUST History No change 3,524 388 0.02% 0.02% 1091 0 0.0% Q2 2026 Aug 03, 2026
Bernardo Wealth Planning LLC History No change 3,519 388 0.07% 0.07% 1092 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 3,497 385 0.02% 0.02% 1093 0 0.0% Q2 2026 Aug 07, 2026
Detalus Advisors, LLC History No change 3,492 385 0.08% 0.08% 1094 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 3,489 384 0.0% 0.0% 1095 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 3,484 384 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 13, 2026
Sandy Cove Advisors, LLC History No change 3,489 384 0.1% 0.1% 1097 0 0.0% Q2 2026 Jul 07, 2026
Topel & Distasi Wealth Management, LLC History No change 3,466 382 0.18% 0.18% 1098 0 0.0% Q2 2026 Aug 07, 2026
Drucker Wealth 3.0, LLC History No change 3,427 378 0.06% 0.06% 1099 0 0.0% Q2 2026 Jul 13, 2026
BURNEY CO/ History No change 3,426 377 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 14, 2026
JGP Wealth Management, LLC History No change 3,415 376 0.03% 0.03% 1101 0 0.0% Q2 2026 Jul 07, 2026
Antonelli Financial Advisors, LLC History No change 3,400 375 0.26% 0.26% 1102 0 0.0% Q2 2026 Jul 14, 2026
WEDBUSH SECURITIES INC History No change 3,377 373 0.01% 0.01% 1103 0 0.0% Q2 2026 Jul 28, 2026
UNITED BANK History No change 3,380 372 0.04% 0.04% 1104 0 0.0% Q2 2026 Jul 30, 2026
Lynx Investment Advisory History No change 3,367 371 0.12% 0.12% 1105 0 0.0% Q2 2026 Jul 27, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 3,371 371 0.04% 0.04% 1106 0 0.0% Q2 2026 Sep 02, 2026
Revolve Wealth Partners, LLC History No change 3,360 370 0.04% 0.04% 1107 0 0.0% Q2 2026 Jul 09, 2026
Biltmore Family Office, LLC History No change 3,347 369 0.05% 0.05% 1108 0 0.0% Q2 2026 Aug 12, 2026
Old Mission Investment Co LLC History No change 3,350 369 0.08% 0.08% 1109 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History No change 3,335 367 0.07% 0.07% 1110 0 0.0% Q2 2026 Jul 22, 2026
Objectivity Squared, LLC History No change 3,335 367 0.21% 0.21% 1111 0 0.0% Q2 2026 Aug 07, 2026
NIXON PEABODY TRUST CO History No change 3,319 366 0.03% 0.03% 1112 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,319 366 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 28, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,300 364 0.02% 0.02% 1114 0 0.0% Q2 2026 Jul 20, 2026
Sage Financial Management Group, Inc. History No change 3,293 363 0.1% 0.1% 1115 0 0.0% Q2 2026 Jul 24, 2026
Legacy Wealth Management, LLC / MS History No change 3,284 362 0.09% 0.09% 1116 0 0.0% Q2 2026 Jul 08, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,275 361 0.08% 0.08% 1117 0 0.0% Q2 2026 Jul 22, 2026
Enclave Advisors LLC History No change 3,280 361 0.05% 0.05% 1118 0 0.0% Q2 2026 Jul 14, 2026
Strategic Financial Concepts, LLC History No change 3,275 361 0.11% 0.11% 1119 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 3,259 359 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 17, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,246 358 0.11% 0.11% 1121 0 0.0% Q2 2026 Jul 24, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 3,250 358 0.37% 0.37% 1122 0 0.0% Q2 2026 Jul 31, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,230 356 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 11, 2026
Journey Advisory Group, LLC History No change 3,228 356 0.03% 0.03% 1124 0 0.0% Q2 2026 Aug 04, 2026
Kure Advisory, LLC History No change 3,335 355 0.16% 0.17% 1125 0 0.0% Q3 2026 Oct 08, 2026
Godfrey Financial Associates, Inc. History No change 3,208 353 0.27% 0.27% 1126 0 0.0% Q2 2026 Aug 11, 2026
Towerpoint Wealth, LLC History No change 3,194 352 0.12% 0.12% 1127 0 0.0% Q2 2026 Jul 09, 2026
Riverview Trust Co History No change 3,180 350 0.42% 0.42% 1128 0 0.0% Q2 2026 Jul 31, 2026
Community Bank of Raymore History No change 3,175 350 0.21% 0.21% 1129 0 0.0% Q2 2026 Jul 28, 2026
Journey Beyond Wealth, LLC History No change 3,178 350 0.27% 0.27% 1130 0 0.0% Q2 2026 Aug 05, 2026
Founders Financial Alliance, LLC History No change 3,164 349 0.05% 0.05% 1131 0 0.0% Q2 2026 Aug 04, 2026
Madson Wealth Advisors Inc History No change 3,147 347 0.24% 0.24% 1132 0 0.0% Q2 2026 Jul 21, 2026
Main Line Retirement Advisors, LLC History No change 3,134 345 0.16% 0.16% 1133 0 0.0% Q2 2026 Jul 30, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 3,116 343 0.01% 0.01% 1134 0 0.0% Q2 2026 Jul 13, 2026
Emerald Advisors, LLC History No change 3,117 343 0.04% 0.04% 1135 0 0.0% Q2 2026 Jul 20, 2026
ADE, LLC History No change 3,113 343 0.14% 0.14% 1136 0 0.0% Q2 2026 Aug 04, 2026
NCM Capital Management, LLC History No change 3,112 343 0.11% 0.11% 1137 0 0.0% Q2 2026 Aug 14, 2026
First County Bank /CT/ History No change 3,111 343 0.16% 0.16% 1138 0 0.0% Q2 2026 Jul 02, 2026
Winthrop Capital Management, LLC History No change 3,098 342 0.08% 0.08% 1139 0 0.0% Q2 2026 Aug 13, 2026
Three Cord True Wealth Management, LLC History No change 3,103 342 0.16% 0.16% 1140 0 0.0% Q2 2026 Jul 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,109 342 0.05% 0.05% 1141 0 0.0% Q2 2026 Jul 21, 2026
Marble Harbor Investment Counsel, LLC History No change 3,095 341 0.03% 0.03% 1142 0 0.0% Q2 2026 Aug 07, 2026
Arbor Investment Advisors, LLC History No change 3,099 341 0.04% 0.04% 1143 0 0.0% Q2 2026 Jul 24, 2026
GREAT OAK CAPITAL PARTNERS, LLC History No change 3,107 341 0.07% 0.07% 1144 0 0.0% Q2 2026 Jul 14, 2026
GRANDFIELD & DODD, LLC History No change 3,086 340 0.02% 0.02% 1145 0 0.0% Q2 2026 Aug 07, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 3,084 340 0.04% 0.04% 1146 0 0.0% Q2 2026 Aug 14, 2026
Castleview Partners, LLC History No change 3,090 340 0.15% 0.15% 1147 0 0.0% Q2 2026 Jul 20, 2026
ADIRONDACK TRUST CO History No change 3,075 339 0.1% 0.1% 1148 0 0.0% Q2 2026 Jul 16, 2026
RPg Family Wealth Advisory, LLC History No change 3,041 335 0.07% 0.07% 1149 0 0.0% Q2 2026 Aug 04, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 3,042 335 0.2% 0.2% 1150 0 0.0% Q2 2026 Jul 21, 2026
1834 INVESTMENT ADVISORS CO History No change 3,028 334 0.04% 0.04% 1151 0 0.0% Q2 2026 Jul 30, 2026
Ulland Investment Advisors, LLC History No change 3,025 334 0.25% 0.25% 1152 0 0.0% Q2 2026 Jul 16, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 3,032 334 0.19% 0.19% 1153 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 3,019 333 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 3,027 333 0.0% 0.0% 1155 0 0.0% Q2 2026 Aug 14, 2026
TPG Advisors LLC History No change 3,020 333 0.18% 0.18% 1156 0 0.0% Q2 2026 Jul 29, 2026
OFS Enterprise LLC History No change 3,021 333 0.09% 0.09% 1157 0 0.0% Q2 2026 Jul 08, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 3,001 331 0.04% 0.04% 1158 0 0.0% Q2 2026 Jul 07, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,003 331 0.05% 0.05% 1159 0 0.0% Q2 2026 Aug 12, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 3,005 331 0.22% 0.22% 1160 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 3,000 330 0.1% 0.1% 1161 0 0.0% Q2 2026 Jul 24, 2026
Cove Private Wealth, LLC History No change 2,992 330 0.06% 0.06% 1162 0 0.0% Q2 2026 Jul 31, 2026
FIRST MANHATTAN CO. LLC. History No change 2,989 329 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 14, 2026
Grey Ledge Advisors, LLC History No change 2,975 328 0.07% 0.07% 1164 0 0.0% Q2 2026 Jul 27, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 2,972 327 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 14, 2026
Weaver Consulting Group History No change 3,058 326 0.06% 0.07% 1166 0 0.0% Q3 2026 Oct 07, 2026
TABLEAUX LLC History No change 2,960 326 0.14% 0.14% 1167 0 0.0% Q2 2026 Aug 07, 2026
YHB Investment Advisors, Inc. History Reduced 3,052 325 0.02% 0.02% 1168 -30 -0.97% Q3 2026 Oct 08, 2026
Madden Advisory Services, Inc. History No change 2,949 325 0.12% 0.12% 1169 0 0.0% Q2 2026 Aug 04, 2026
Royal Harbor Partners, LLC History No change 2,948 325 0.1% 0.1% 1170 0 0.0% Q2 2026 Jul 27, 2026
WealthCare Investment Partners, LLC History No change 2,948 325 0.08% 0.08% 1171 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 2,951 325 0.11% 0.11% 1172 0 0.0% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History No change 2,952 325 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 05, 2026
First Bank & Trust History No change 2,943 324 0.05% 0.05% 1174 0 0.0% Q2 2026 Jul 09, 2026
TRITONPOINT WEALTH, LLC History No change 2,934 323 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 2,927 322 0.01% 0.01% 1176 0 0.0% Q2 2026 Aug 14, 2026
TAGStone Capital, Inc. History No change 2,916 321 0.1% 0.1% 1177 0 0.0% Q2 2026 Aug 11, 2026
Tennessee Valley Asset Management Partners History No change 2,907 320 0.04% 0.04% 1178 0 0.0% Q2 2026 Aug 10, 2026
Westfuller Advisors, LLC History No change 2,906 320 0.12% 0.12% 1179 0 0.0% Q2 2026 Jul 29, 2026
Pettee Investors, Inc. History No change 2,900 319 0.16% 0.16% 1180 0 0.0% Q2 2026 Aug 06, 2026
Accelerate Investment Advisors LLC History No change 2,896 319 0.18% 0.18% 1181 0 0.0% Q2 2026 Aug 12, 2026
BAYBAN History No change 2,900 319 0.24% 0.24% 1182 0 0.0% Q2 2026 Jul 30, 2026
FSA Advisors, Inc. History No change 2,879 317 0.15% 0.15% 1183 0 0.0% Q2 2026 Aug 17, 2026
ASL Financial, LLC History No change 2,880 317 0.22% 0.22% 1184 0 0.0% Q2 2026 Jul 21, 2026
Peak Asset Management, LLC History No change 2,868 316 0.05% 0.05% 1185 0 0.0% Q2 2026 Aug 13, 2026
Galvin, Gaustad & Stein, LLC History No change 2,964 316 0.02% 0.02% 1186 0 0.0% Q3 2026 Oct 08, 2026
Investor's Fiduciary Advisor Network, LLC History No change 2,862 315 0.11% 0.11% 1187 0 0.0% Q2 2026 Aug 13, 2026
Financial Planning Navigators CORP History No change 2,856 315 0.12% 0.12% 1188 0 0.0% Q2 2026 Jul 28, 2026
Squarepoint Ops LLC History No change 2,855 314 0.0% 0.0% 1189 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 2,851 314 0.05% 0.05% 1190 0 0.0% Q2 2026 Aug 05, 2026
PLANWISER FINANCIAL, LLC History No change 2,846 313 0.22% 0.22% 1191 0 0.0% Q2 2026 Aug 07, 2026
Wick Capital Partners, LLC History No change 2,835 312 0.05% 0.05% 1192 0 0.0% Q2 2026 Aug 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 2,915 311 0.09% 0.09% 1193 0 0.0% Q3 2026 Oct 05, 2026
Plan A Wealth LLC History No change 2,915 311 0.11% 0.14% 1194 0 0.0% Q3 2026 Oct 08, 2026
BridgePort Financial Solutions, LLC History No change 2,811 310 0.08% 0.08% 1195 0 0.0% Q2 2026 Jul 24, 2026
TigerOak Management, L.L.C. History No change 2,807 309 0.09% 0.09% 1196 0 0.0% Q2 2026 Aug 11, 2026
American Money Management, LLC History No change 2,800 308 0.04% 0.04% 1197 0 0.0% Q2 2026 Aug 13, 2026
Optas, LLC History No change 2,800 308 0.04% 0.04% 1198 0 0.0% Q2 2026 Jul 21, 2026
Hamrick Investment Counsel, llc History No change 2,795 308 0.2% 0.2% 1199 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 2,779 306 0.01% 0.01% 1200 0 0.0% Q2 2026 Jul 28, 2026
Formidable Asset Management, LLC History No change 3,150 306 0.05% 0.05% 1201 0 0.0% Q2 2026 Jul 17, 2026
Israel Discount Bank of New York History No change 2,775 306 0.57% 0.57% 1202 0 0.0% Q2 2026 Jul 07, 2026
Asio Capital, LLC History No change 2,774 306 0.04% 0.04% 1203 0 0.0% Q2 2026 Jul 17, 2026
Archford Capital Strategies, LLC History No change 2,766 305 0.03% 0.03% 1204 0 0.0% Q2 2026 Jul 17, 2026
Wealth Group Ltd History No change 2,816 304 0.06% 0.06% 1205 0 0.0% Q3 2026 Oct 07, 2026
Centerpoint Advisory Group History No change 2,753 303 0.19% 0.19% 1206 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 2,663 302 0.09% 0.09% 1207 0 0.0% Q2 2026 Aug 13, 2026
Tortuga Wealth Management, Inc History No change 2,744 302 0.23% 0.23% 1208 0 0.0% Q2 2026 Jul 30, 2026
Chancellor Financial Group WB LP History No change 2,736 301 0.19% 0.19% 1209 0 0.0% Q2 2026 Aug 10, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 2,724 300 0.06% 0.06% 1210 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,728 300 0.07% 0.07% 1211 0 0.0% Q2 2026 Aug 10, 2026
Hobbs Group Advisors, LLC History No change 2,712 299 0.08% 0.08% 1212 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History Added to 2,796 298 0.18% 0.18% 1215 +2 0.07% Q3 2026 Oct 06, 2026
Destination Wealth Management History No change 2,703 298 0.01% 0.01% 1213 0 0.0% Q2 2026 Aug 14, 2026
Financial Alternatives, Inc History No change 2,707 298 0.15% 0.15% 1214 0 0.0% Q2 2026 Aug 10, 2026
jvl associates llc History No change 2,676 295 0.08% 0.08% 1216 0 0.0% Q2 2026 Jul 06, 2026
BRANDYWINE TRUST CO History No change 2,667 294 0.05% 0.05% 1217 0 0.0% Q2 2026 Aug 13, 2026
James J. Burns & Company, LLC History No change 2,673 294 0.03% 0.03% 1218 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 2,660 293 0.0% 0.0% 1219 0 0.0% Q2 2026 Aug 13, 2026
PINKERTON WEALTH, LLC History No change 3,007 292 0.03% 0.03% 1220 0 0.0% Q2 2026 Jul 30, 2026
Tortoise Investment Management, LLC History No change 2,648 292 0.02% 0.02% 1221 0 0.0% Q2 2026 Aug 07, 2026
ARS Investment Partners, LLC History No change 2,639 291 0.01% 0.01% 1222 0 0.0% Q2 2026 Jul 09, 2026
Clear Creek Financial Management, LLC History No change 2,641 291 0.02% 0.02% 1223 0 0.0% Q2 2026 Jul 27, 2026
Aberdeen Wealth Management LLC History No change 2,640 291 0.14% 0.14% 1224 0 0.0% Q2 2026 Aug 13, 2026
Alaethes Wealth, LLC History No change 2,642 291 0.08% 0.08% 1225 0 0.0% Q2 2026 Aug 14, 2026
Trail Ridge Investment Advisors, LLC History No change 2,643 291 0.12% 0.12% 1226 0 0.0% Q2 2026 Aug 13, 2026
MRP Capital Investments, LLC History No change 2,646 291 0.21% 0.21% 1227 0 0.0% Q2 2026 Aug 10, 2026
SoundView Advisors Inc. History No change 2,642 291 0.09% 0.09% 1228 0 0.0% Q2 2026 Jul 31, 2026
Thrive Wealth Management, LLC History No change 2,634 290 0.04% 0.04% 1229 0 0.0% Q2 2026 Jul 07, 2026
GERBER, LLC History No change 2,630 290 0.14% 0.14% 1230 0 0.0% Q2 2026 Jul 29, 2026
Dunhill Financial, LLC History No change 2,612 288 0.06% 0.06% 1231 0 0.0% Q2 2026 Aug 07, 2026
Opus Capital Group, LLC History No change 2,605 287 0.03% 0.03% 1232 0 0.0% Q2 2026 Jul 31, 2026
Robbins Farley History No change 2,608 287 0.11% 0.11% 1233 0 0.0% Q2 2026 Jul 22, 2026
ICONIQ Capital, LLC History No change 2,595 286 0.01% 0.01% 1234 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 2,598 286 0.02% 0.02% 1235 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 2,598 286 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 22, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,590 285 0.06% 0.06% 1237 0 0.0% Q2 2026 Jul 22, 2026
Shared Vision Wealth Group LLC History No change 2,592 285 0.1% 0.1% 1238 0 0.0% Q2 2026 Jul 31, 2026
Integrated Capital Management, LLC History No change 2,576 284 0.1% 0.1% 1239 0 0.0% Q2 2026 Jul 31, 2026
Tidal Investments LLC History No change 2,566 283 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History No change 2,570 283 0.03% 0.03% 1241 0 0.0% Q2 2026 Jul 15, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,565 282 0.12% 0.12% 1242 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History No change 2,648 282 0.13% 0.13% 1243 0 0.0% Q3 2026 Oct 01, 2026
Silverleafe Capital Partners, LLC History No change 2,640 281 0.08% 0.08% 1244 0 0.0% Q3 2026 Oct 02, 2026
Madison Wealth Partners, Inc History No change 2,556 281 0.04% 0.04% 1245 0 0.0% Q2 2026 Aug 12, 2026
Frisch Financial Group, Inc. History No change 2,538 280 0.05% 0.05% 1246 0 0.0% Q2 2026 Aug 14, 2026
LVZ, Inc. History No change 2,536 279 0.03% 0.03% 1247 0 0.0% Q2 2026 Jul 09, 2026
Sky Investment Group LLC History No change 2,526 278 0.04% 0.04% 1248 0 0.0% Q2 2026 Jul 20, 2026
Welch Group, LLC History No change 2,524 278 0.01% 0.01% 1249 0 0.0% Q2 2026 Jul 23, 2026
Mason Investment Advisory Services, Inc. History No change 2,524 278 0.01% 0.01% 1250 0 0.0% Q2 2026 Aug 13, 2026
Fingerlakes Wealth Management, Inc. History No change 2,529 278 0.15% 0.15% 1251 0 0.0% Q2 2026 Jul 23, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History New 2,596 277 0.06% — 1252 +2,596 New Q3 2026 Oct 06, 2026
Vawter Financial, Ltd. History No change 2,507 276 0.1% 0.1% 1253 0 0.0% Q2 2026 Jul 24, 2026
Pacifica Partners Inc. History No change 2,501 275 0.08% 0.08% 1254 0 0.0% Q2 2026 Jul 13, 2026
Ignite Planners, LLC History No change 2,488 274 0.04% 0.04% 1255 0 0.0% Q2 2026 Jul 23, 2026
FIDELITY D & D BANCORP INC History No change 2,476 273 0.09% 0.09% 1256 0 0.0% Q2 2026 Aug 05, 2026
SCOTIA CAPITAL INC. History No change 2,480 273 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 11, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,459 271 0.01% 0.01% 1258 0 0.0% Q2 2026 Jul 16, 2026
ENZI WEALTH History No change 2,471 271 0.09% 0.09% 1259 0 0.0% Q2 2026 Jul 15, 2026
Blue Zone Wealth Advisors, LLC History No change 2,455 270 0.05% 0.05% 1260 0 0.0% Q2 2026 Jul 14, 2026
Walsh & Associates, LLC History No change 2,451 270 0.22% 0.22% 1261 0 0.0% Q2 2026 Jul 21, 2026
Roehl & Yi Investment Advisors, LLC History No change 2,442 269 0.09% 0.09% 1262 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC History Reduced 2,517 268 0.02% 0.02% 1263 -105 -4.0% Q3 2026 Oct 01, 2026
BLALOCK WILLIAMS, LLC History No change 2,426 267 0.17% 0.17% 1264 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 2,420 266 0.01% 0.01% 1265 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 2,400 264 0.02% 0.02% 1266 0 0.0% Q2 2026 Aug 11, 2026
TENET WEALTH PARTNERS, LLC History No change 2,407 264 0.2% 0.2% 1267 0 0.0% Q2 2026 Aug 07, 2026
Checchi Capital Advisers, LLC History No change 2,390 263 0.01% 0.01% 1268 0 0.0% Q2 2026 Aug 04, 2026
ROMANO BROTHERS AND COMPANY History No change 2,375 262 0.03% 0.03% 1269 0 0.0% Q2 2026 Jul 21, 2026
Bollard Group LLC History No change 2,374 262 0.01% 0.01% 1270 0 0.0% Q2 2026 Aug 12, 2026
Alpha Omega Wealth Management LLC History No change 2,367 261 0.04% 0.04% 1271 0 0.0% Q2 2026 Jul 20, 2026
Creative Capital Management Investments LLC History No change 2,368 261 0.06% 0.06% 1272 0 0.0% Q2 2026 Jul 24, 2026
Courage Miller Partners, LLC History No change 2,354 259 0.07% 0.07% 1273 0 0.0% Q2 2026 Jul 23, 2026
Lantz Financial LLC History No change 2,354 259 0.05% 0.05% 1274 0 0.0% Q2 2026 Jul 09, 2026
Tradewinds, LLC. History No change 62,666 259 0.06% 0.06% 1275 0 0.0% Q2 2026 Aug 14, 2026
Advus Financial Partners, LLC History No change 2,356 259 0.07% 0.07% 1276 0 0.0% Q2 2026 Oct 02, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,339 258 0.12% 0.12% 1277 0 0.0% Q2 2026 Aug 04, 2026
Lansing Street Advisors History No change 2,335 257 0.05% 0.05% 1278 0 0.0% Q2 2026 Jul 24, 2026
Stephenson & Company, Inc. History No change 2,338 257 0.12% 0.12% 1279 0 0.0% Q2 2026 Jul 28, 2026
Vectors Research Management, LLC History No change 2,326 256 0.07% 0.07% 1280 0 0.0% Q2 2026 Jul 29, 2026
DiNuzzo Private Wealth, Inc. History No change 2,325 256 0.03% 0.03% 1281 0 0.0% Q2 2026 Jul 10, 2026
Compass Ion Advisors, LLC History No change 2,316 255 0.02% 0.02% 1282 0 0.0% Q2 2026 Aug 12, 2026
Performance Wealth Partners, LLC History No change 2,316 255 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 07, 2026
RPS ADVISORY SOLUTIONS LLC History No change 2,312 255 0.17% 0.17% 1284 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 2,312 255 0.03% 0.03% 1285 0 0.0% Q2 2026 Aug 10, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,299 253 0.0% 0.0% 1286 0 0.0% Q2 2026 Aug 11, 2026
Naviter Wealth, LLC History No change 2,299 253 0.02% 0.02% 1287 0 0.0% Q2 2026 Aug 07, 2026
Athena Investment Management History No change 2,299 253 0.15% 0.15% 1288 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 2,288 252 0.02% 0.02% 1289 0 0.0% Q2 2026 Jul 23, 2026
Darwin Wealth Management, LLC History No change 2,282 251 0.07% 0.07% 1290 0 0.0% Q2 2026 Jul 21, 2026
MainStreet Investment Advisors LLC History No change 2,283 251 0.03% 0.03% 1291 0 0.0% Q2 2026 Aug 12, 2026
EWA, LLC History No change 2,279 251 0.05% 0.05% 1292 0 0.0% Q2 2026 Jul 14, 2026
Capital Advisors, Ltd. LLC History No change 2,262 250 0.03% 0.03% 1293 0 0.0% Q2 2026 Jul 16, 2026
Principle Wealth Partners LLC History No change 2,267 250 0.01% 0.01% 1294 0 0.0% Q2 2026 Aug 07, 2026
Warburton Capital Management, LLC History No change 2,272 250 0.1% 0.1% 1295 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Partners LLC History No change 2,264 249 0.06% 0.06% 1296 0 0.0% Q2 2026 Aug 05, 2026
Petros Family Wealth, LLC History No change 2,263 249 0.15% 0.15% 1297 0 0.0% Q2 2026 Jul 27, 2026
McAdam, LLC History No change 2,256 248 0.01% 0.01% 1298 0 0.0% Q2 2026 Aug 04, 2026
Code Waechter LLC History No change 2,257 248 0.13% 0.13% 1299 0 0.0% Q2 2026 Jul 31, 2026
Tempo Wealth, LLC History No change 2,257 248 0.04% 0.04% 1300 0 0.0% Q2 2026 Jul 27, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 2,245 247 0.04% 0.04% 1301 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 2,243 247 0.12% 0.12% 1302 0 0.0% Q2 2026 Jul 15, 2026
Range Advisory, LLC History No change 2,244 247 0.03% 0.03% 1303 0 0.0% Q2 2026 Sep 02, 2026
Barry Investment Advisors, LLC History No change 2,234 246 0.05% 0.05% 1304 0 0.0% Q2 2026 Jul 09, 2026
Firestone Capital Management History No change 2,224 245 0.05% 0.05% 1305 0 0.0% Q2 2026 Jul 31, 2026
Fairman Group, LLC History No change 2,229 245 0.19% 0.19% 1306 0 0.0% Q2 2026 Aug 04, 2026
Stokes Family Office, LLC History No change 2,208 243 0.03% 0.03% 1307 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Managment, LLC/ID History No change 2,205 243 0.1% 0.1% 1308 0 0.0% Q2 2026 Aug 13, 2026
Rockingstone Advisors LLC History No change 2,200 242 0.1% 0.1% 1309 0 0.0% Q2 2026 Jul 13, 2026
Samara Investment Management, LLC History No change 2,201 242 0.22% 0.22% 1310 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Group, LLC History No change 2,188 241 0.02% 0.02% 1311 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 2,167 239 0.04% 0.04% 1312 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 2,173 239 0.08% 0.08% 1313 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 2,166 238 0.04% 0.04% 1314 0 0.0% Q2 2026 Aug 04, 2026
Three Magnolias Financial Advisors, LLC History No change 2,149 237 0.13% 0.13% 1315 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,140 236 0.01% 0.01% 1316 0 0.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History No change 2,141 236 0.01% 0.01% 1317 0 0.0% Q2 2026 Jul 20, 2026
Traveka Wealth, LLC History No change 2,133 235 0.08% 0.08% 1318 0 0.0% Q2 2026 Jul 21, 2026
Fonville Wealth Management LLC History No change 2,129 234 0.04% 0.04% 1319 0 0.0% Q2 2026 Jul 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 2,136 233 0.08% 0.08% 1320 0 0.0% Q2 2026 Jul 23, 2026
Strategic Financial Services, Inc. History No change 2,104 232 0.01% 0.01% 1321 0 0.0% Q2 2026 Aug 24, 2026
Independent Family Office, LLC History No change 2,100 231 0.09% 0.09% 1322 0 0.0% Q2 2026 Aug 11, 2026
Laurel Wealth Advisors LLC History No change 2,094 231 0.02% 0.02% 1323 0 0.0% Q2 2026 Jul 17, 2026
Pointe Capital Management LLC History No change 2,087 230 0.1% 0.1% 1324 0 0.0% Q2 2026 Aug 14, 2026
Shum Financial Group, Inc. History No change 2,090 230 0.14% 0.14% 1325 0 0.0% Q2 2026 Jul 22, 2026
Bright Futures Wealth Management, LLC. History No change 2,084 229 0.15% 0.15% 1326 0 0.0% Q2 2026 Jul 24, 2026
Topsail Wealth Management, LLC History No change 2,076 229 0.03% 0.03% 1327 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 2,062 227 0.25% 0.25% 1328 0 0.0% Q2 2026 Aug 10, 2026
HEADINVEST, LLC History No change 2,066 227 0.04% 0.04% 1329 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 2,056 226 0.01% 0.01% 1330 0 0.0% Q2 2026 Aug 14, 2026
Valtinson Bruner Financial Planning LLC History No change 2,050 226 0.06% 0.06% 1331 0 0.0% Q2 2026 Aug 03, 2026
Retirement Solution LLC History No change 2,051 226 0.04% 0.04% 1332 0 0.0% Q2 2026 Aug 11, 2026
Hickory Point Bank & Trust History Added to 2,111 225 0.14% 0.13% 1334 +115 5.76% Q3 2026 Oct 01, 2026
Armor Investment Advisors, LLC History No change 2,040 225 0.07% 0.07% 1333 0 0.0% Q2 2026 Aug 04, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,022 223 0.04% 0.04% 1335 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investment Services, LLC History No change 2,027 223 0.06% 0.06% 1336 0 0.0% Q2 2026 Aug 06, 2026
Financial Advisory Corp History No change 2,023 223 0.03% 0.03% 1337 0 0.0% Q2 2026 Jul 09, 2026
NORTH DALLAS BANK & TRUST CO History No change 2,020 222 0.13% 0.13% 1338 0 0.0% Q2 2026 Jul 13, 2026
Hillman Capital Management, Inc. History No change 2,007 221 0.16% 0.16% 1339 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 2,009 221 0.03% 0.03% 1340 0 0.0% Q2 2026 Jul 23, 2026
CULLINAN ASSOCIATES INC History No change 2,000 220 0.02% 0.02% 1341 0 0.0% Q2 2026 Jul 29, 2026
OARSMAN CAPITAL, INC. History No change 1,997 220 0.02% 0.02% 1342 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 2,000 220 0.03% 0.03% 1343 0 0.0% Q2 2026 Aug 12, 2026
O'Brien Greene & Co. Inc History No change 2,000 220 0.06% 0.06% 1344 0 0.0% Q2 2026 Aug 06, 2026
Mayfair Advisory Group, LLC History No change 2,012 220 0.07% 0.07% 1345 0 0.0% Q2 2026 Aug 11, 2026
Paladin Advisory Group, LLC History No change 1,999 220 0.15% 0.15% 1346 0 0.0% Q2 2026 Jul 28, 2026
Meeder Advisory Services, Inc. History No change 1,985 218 0.01% 0.01% 1347 0 0.0% Q2 2026 Aug 07, 2026
Strategies Wealth Advisors, LLC History No change 1,984 218 0.02% 0.02% 1348 0 0.0% Q2 2026 Aug 14, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 1,975 217 0.13% 0.13% 1349 0 0.0% Q2 2026 Jul 28, 2026
Stewardship Advisors, LLC History No change 1,974 217 0.05% 0.05% 1350 0 0.0% Q2 2026 Jul 20, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,962 216 0.07% 0.07% 1351 0 0.0% Q2 2026 Jul 29, 2026
Aries Wealth Management History No change 1,964 216 0.04% 0.04% 1352 0 0.0% Q2 2026 Jul 24, 2026
Partners in Financial Planning History No change 1,959 216 0.03% 0.03% 1353 0 0.0% Q2 2026 Aug 10, 2026
Gradient Investments LLC History New 2,024 215 0.0% — 1357 +2,024 New Q3 2026 Oct 08, 2026
JB Capital LLC History No change 1,953 215 0.01% 0.01% 1354 0 0.0% Q2 2026 Jul 29, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 1,950 215 0.05% 0.05% 1355 0 0.0% Q2 2026 Jul 07, 2026
Markin Asset Management, LP History No change 1,952 215 0.18% 0.18% 1356 0 0.0% Q2 2026 Jul 13, 2026
TCTC Holdings, LLC History No change 1,945 214 0.01% 0.01% 1358 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History No change 1,946 214 0.01% 0.01% 1359 0 0.0% Q2 2026 Jul 20, 2026
Fearless Solutions, LLC dba Best Invest History No change 1,946 214 0.11% 0.11% 1360 0 0.0% Q2 2026 Jul 21, 2026
Cypress Point Wealth Management, LLC History No change 1,937 213 0.04% 0.04% 1361 0 0.0% Q2 2026 Jul 17, 2026
Marion Wealth Management History No change 1,939 213 0.04% 0.04% 1362 0 0.0% Q2 2026 Jul 16, 2026
Millstone Evans Group, LLC History No change 1,932 213 0.12% 0.12% 1363 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF OKLAHOMA History No change 1,930 212 0.05% 0.05% 1364 0 0.0% Q2 2026 Jul 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,913 211 0.01% 0.01% 1365 0 0.0% Q2 2026 Aug 07, 2026
HFG Advisors, Inc. History No change 1,919 211 0.13% 0.13% 1366 0 0.0% Q2 2026 Aug 07, 2026
Alpine Bank Wealth Management History No change 1,917 211 0.03% 0.03% 1367 0 0.0% Q2 2026 Aug 07, 2026
HOLDERNESS INVESTMENTS CO History No change 1,897 209 0.03% 0.03% 1368 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 1,896 209 0.02% 0.02% 1369 0 0.0% Q2 2026 Jul 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,885 208 0.06% 0.06% 1370 0 0.0% Q2 2026 Jul 30, 2026
Spartan Wealth Advisory Services LLC History No change 1,891 208 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 05, 2026
Blankinship & Foster, LLC History No change 1,883 207 0.04% 0.04% 1372 0 0.0% Q2 2026 Jul 30, 2026
Westwind Capital History No change 1,943 207 0.05% 0.05% 1373 0 0.0% Q3 2026 Oct 08, 2026
OBSIDIAN CIO, LLC History No change 1,868 206 0.15% 0.15% 1374 0 0.0% Q2 2026 Aug 03, 2026
DAHRING | CUSMANO LLC History No change 1,871 206 0.11% 0.11% 1375 0 0.0% Q2 2026 Jul 28, 2026
Loudon Investment Management, LLC History No change 1,852 204 0.1% 0.1% 1376 0 0.0% Q2 2026 Aug 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,840 202 0.01% 0.01% 1377 0 0.0% Q2 2026 Aug 12, 2026
Triangle Securities Wealth Management History No change 1,833 202 0.04% 0.04% 1378 0 0.0% Q2 2026 Jul 14, 2026
17 CAPITAL PARTNERS, LLC History No change 1,837 202 0.09% 0.09% 1379 0 0.0% Q2 2026 Aug 06, 2026
3 FACTOR INDEXING, LLC History No change 1,840 202 0.17% 0.17% 1380 0 0.0% Q2 2026 Jul 08, 2026
Horizons Wealth Management History New 1,888 201 0.13% — 1385 +1,888 New Q3 2026 Oct 05, 2026
Willis Johnson & Associates, Inc. History No change 1,827 201 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 13, 2026
Integrity Financial Corp /WA History No change 1,824 201 0.1% 0.1% 1382 0 0.0% Q2 2026 Jul 31, 2026
Quadcap Wealth Management, LLC History No change 1,829 201 0.02% 0.02% 1383 0 0.0% Q2 2026 Jul 31, 2026
Clear Trail Advisors, LLC History No change 1,826 201 0.03% 0.03% 1384 0 0.0% Q2 2026 Jul 21, 2026
Sterling Investment Advisors, Ltd. History No change 1,818 200 0.03% 0.03% 1386 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Point Investment Advisors, LLC History No change 1,759 194 0.03% 0.03% 1387 0 0.0% Q2 2026 Jul 28, 2026
Bravera Wealth History No change 1,767 194 0.07% 0.07% 1388 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 1,709 188 0.03% 0.03% 1389 0 0.0% Q2 2026 Aug 04, 2026
Asset Dedication, LLC History No change 1,677 185 0.01% 0.01% 1390 0 0.0% Q2 2026 Jul 30, 2026
BALLAST ADVISORS LLC History No change 1,671 184 0.04% 0.04% 1391 0 0.0% Q2 2026 Aug 12, 2026
Arlington Trust Co LLC History No change 1,653 182 0.02% 0.02% 1392 0 0.0% Q2 2026 Jul 07, 2026
Medallion Wealth Advisors, LLC History No change 1,645 181 0.06% 0.06% 1393 0 0.0% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History No change 1,635 180 0.09% 0.09% 1394 0 0.0% Q2 2026 Aug 13, 2026
1015 Capital Partners, LLC History No change 1,605 177 0.15% 0.15% 1395 0 0.0% Q2 2026 Jul 21, 2026
Providence Capital Advisors, LLC History No change 1,549 170 0.03% 0.03% 1396 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 1,545 170 0.02% 0.02% 1397 0 0.0% Q2 2026 Jul 22, 2026
CVA Family Office, LLC History No change 1,539 169 0.02% 0.02% 1398 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 1,530 168 0.0% 0.0% 1399 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 1,477 162 0.03% 0.03% 1400 0 0.0% Q2 2026 Jul 24, 2026
LRI Investments, LLC History No change 1,460 161 0.01% 0.01% 1401 0 0.0% Q2 2026 Jul 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,500 160 0.1% 0.11% 1402 0 0.0% Q3 2026 Oct 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,438 158 0.01% 0.01% 1403 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 1,425 157 0.06% 0.06% 1404 0 0.0% Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History Added to 1,434 153 0.02% 0.01% 1405 +600 71.94% Q3 2026 Oct 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,352 149 0.0% 0.0% 1406 0 0.0% Q2 2026 Aug 10, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 1,381 147 0.02% — 1408 +1,381 New Q3 2026 Oct 07, 2026
PROTECTIVE LIFE CORP History No change 1,340 147 1.05% 1.05% 1407 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 1,308 144 0.02% 0.02% 1409 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 1,292 142 0.02% 0.02% 1410 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,231 134 0.03% 0.03% 1411 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 1,214 133 0.03% 0.03% 1412 0 0.0% Q2 2026 Jul 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,177 129 0.0% 0.0% 1413 0 0.0% Q2 2026 Aug 04, 2026
Olistico Wealth, LLC History Reduced 1,200 128 0.05% 0.08% 1414 -396 -24.81% Q3 2026 Oct 05, 2026
Avalon Trust Co History No change 1,150 126 0.01% 0.01% 1415 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 1,140 125 0.02% 0.02% 1416 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,123 123 0.0% 0.0% 1417 0 0.0% Q2 2026 Aug 13, 2026
Align Financial, LLC History No change 1,121 123 0.06% 0.06% 1418 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,086 119 0.01% 0.01% 1419 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Added to 1,103 118 0.0% 0.0% 1420 +2 0.18% Q3 2026 Oct 02, 2026
New Republic Capital, LLC History No change 1,052 116 0.03% 0.03% 1421 0 0.0% Q2 2026 Jul 31, 2026
Ironwood Wealth Management, LLC. History No change 1,046 115 0.03% 0.03% 1422 0 0.0% Q2 2026 Jul 30, 2026
West Financial Advisors, LLC History No change 1,043 115 0.02% 0.02% 1423 0 0.0% Q2 2026 Jul 08, 2026
Signature Equity Partners, LLC History No change 1,046 115 0.05% 0.05% 1424 0 0.0% Q2 2026 Jul 30, 2026
Smartleaf Asset Management LLC History No change 1,035 114 0.0% 0.0% 1425 0 0.0% Q2 2026 Aug 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,038 114 0.05% 0.05% 1426 0 0.0% Q2 2026 Jul 13, 2026
Fourth Dimension Wealth, LLC History No change 1,034 114 0.04% 0.04% 1427 0 0.0% Q2 2026 Jul 31, 2026
Piscataqua Savings Bank History No change 1,000 110 0.07% 0.07% 1428 0 0.0% Q2 2026 Jul 09, 2026
3Chopt Investment Partners, LLC History No change 1,000 110 0.02% 0.02% 1429 0 0.0% Q2 2026 Jul 29, 2026
Comprehensive Financial Planning, Inc./PA History No change 999 110 0.06% 0.06% 1430 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 981 108 0.02% 0.02% 1431 0 0.0% Q2 2026 Jul 27, 2026
Roxbury Financial LLC History Added to 1,006 107 0.08% 0.08% 1433 +113 12.65% Q3 2026 Oct 01, 2026
BARRETT & COMPANY, INC. History No change 977 107 0.03% 0.03% 1432 0 0.0% Q2 2026 Jul 24, 2026
Kroeger Financial Partners History No change 972 107 0.1% 0.1% 1434 0 0.0% Q2 2026 Jul 27, 2026
Security National Bank History No change 960 105 0.01% 0.01% 1435 0 0.0% Q2 2026 Jul 15, 2026
Corsicana & Co. History No change 948 104 0.05% 0.05% 1436 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 947 104 0.03% 0.03% 1437 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 938 103 0.0% 0.0% 1438 0 0.0% Q2 2026 Aug 07, 2026
GILL CAPITAL PARTNERS, LLC History No change 932 102 0.03% 0.03% 1439 0 0.0% Q2 2026 Aug 20, 2026
Morse Asset Management, Inc History No change 918 101 0.02% 0.02% 1440 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 914 100 0.09% 0.09% 1441 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 849 93 0.0% 0.0% 1442 0 0.0% Q2 2026 Jul 24, 2026
Quantum Portfolio Management LLC History No change 833 91 0.03% 0.03% 1443 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 833 91 0.07% 0.07% 1444 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 800 88 0.01% 0.01% 1445 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 804 88 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 10, 2026
Elevated Capital Advisors, LLC History No change 793 87 0.02% 0.02% 1447 0 0.0% Q2 2026 Aug 03, 2026
Washington Trust Advisors, Inc. History No change 797 87 0.01% 0.01% 1448 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 814 86 0.02% 0.03% 1449 -151 -15.65% Q3 2026 Oct 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 762 84 0.05% 0.05% 1450 0 0.0% Q2 2026 Jul 14, 2026
Buck Wealth Strategies, LLC History No change 745 82 0.01% 0.01% 1451 0 0.0% Q2 2026 Jul 30, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 738 81 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 15, 2026
Redwood Park Advisors LLC History No change 740 81 0.05% 0.05% 1453 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 729 80 0.0% 0.0% 1454 0 0.0% Q2 2026 Jul 27, 2026
Quaker Wealth Management, LLC History No change 686 75 0.02% 0.02% 1455 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 675 74 0.03% 0.03% 1456 0 0.0% Q2 2026 Jul 28, 2026
Glass Jacobson Investment Advisors llc History No change 669 73 0.02% 0.02% 1457 0 0.0% Q2 2026 Jul 30, 2026
WealthCollab, LLC History No change 664 73 0.03% 0.03% 1458 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History No change 668 73 0.01% 0.01% 1459 0 0.0% Q2 2026 Jul 20, 2026
Colony Family Offices, LLC History No change 638 70 0.02% 0.02% 1460 0 0.0% Q2 2026 Jul 20, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 599 66 0.03% 0.03% 1461 0 0.0% Q2 2026 Sep 18, 2026
Strategic Wealth Partners, Ltd. History No change 600 66 0.0% 0.0% 1462 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Advisors LLC History No change 687 66 0.06% 0.06% 1463 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 584 64 0.04% 0.04% 1464 0 0.0% Q2 2026 Aug 17, 2026
Highland Investment Advisors LLC History No change 588 64 0.03% 0.03% 1465 0 0.0% Q2 2026 Aug 13, 2026
Milestone Investment Advisors LLC History No change 562 62 0.01% 0.01% 1466 0 0.0% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History No change 566 62 0.01% 0.01% 1467 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Trust, LLC History No change 546 60 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 06, 2026
First Command Advisory Services, Inc. History No change 536 59 0.0% 0.0% 1469 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 537 59 0.01% 0.01% 1470 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History No change 535 59 0.01% 0.01% 1471 0 0.0% Q2 2026 Jul 27, 2026
Quantbot Technologies LP History No change 519 57 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 509 56 0.01% 0.01% 1473 0 0.0% Q2 2026 Jul 02, 2026
Cherry Tree Wealth Management, LLC History No change 509 56 0.01% 0.01% 1474 0 0.0% Q2 2026 Sep 15, 2026
Coston, McIsaac & Partners History No change 500 55 0.01% 0.01% 1475 0 0.0% Q2 2026 Aug 12, 2026
PlanVest Financial, Inc History No change 502 55 0.04% 0.04% 1476 0 0.0% Q2 2026 Aug 10, 2026
Robinswood Financial LLC History No change 503 55 0.02% 0.02% 1477 0 0.0% Q2 2026 Jul 14, 2026
Hilton Head Capital Partners, LLC History No change 493 54 0.03% 0.03% 1478 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 484 53 0.0% 0.0% 1479 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History No change 500 53 0.01% 0.01% 1480 0 0.0% Q3 2026 Oct 06, 2026
Private Wealth Management Group, LLC History No change 488 53 0.01% 0.01% 1481 0 0.0% Q2 2026 Jul 27, 2026
Crews Bank & Trust History No change 485 53 0.01% 0.01% 1482 0 0.0% Q2 2026 Jul 16, 2026
SIMA Wealth Partners, LLC History No change 486 53 0.04% 0.04% 1483 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 476 52 0.02% 0.02% 1484 0 0.0% Q2 2026 Aug 10, 2026
Lavaca Capital LLC History No change 466 51 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Private Wealth, LLC History No change 466 51 0.03% 0.03% 1486 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 465 51 0.02% 0.02% 1487 0 0.0% Q2 2026 Aug 14, 2026
Realta Investment Advisors History No change 459 50 0.02% 0.02% 1488 0 0.0% Q2 2026 Jul 20, 2026
Provident Wealth Management, LLC History No change 460 50 0.01% 0.01% 1489 0 0.0% Q2 2026 Aug 04, 2026
Pacific Center for Financial Services History No change 448 49 0.01% 0.01% 1490 0 0.0% Q2 2026 Aug 05, 2026
Basepoint Wealth LLC History No change 445 49 0.03% 0.03% 1491 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 439 48 0.0% 0.0% 1492 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 418 46 0.0% 0.0% 1493 0 0.0% Q2 2026 Jul 13, 2026
Dorato Capital Management History No change 429 46 0.03% 0.03% 1494 0 0.0% Q3 2026 Oct 08, 2026
HOWE & RUSLING INC History No change 400 44 0.0% 0.0% 1495 0 0.0% Q2 2026 Aug 10, 2026
Mascoma Wealth Management LLC History No change 406 44 0.01% 0.01% 1496 0 0.0% Q2 2026 Jul 24, 2026
AMERIFLEX GROUP, INC. History No change 381 42 0.02% 0.02% 1497 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 379 41 0.01% 0.01% 1498 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 369 40 0.02% 0.02% 1499 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 357 39 0.0% 0.0% 1500 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 360 39 0.01% 0.01% 1501 0 0.0% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History No change 358 39 0.01% 0.01% 1502 0 0.0% Q2 2026 Aug 27, 2026
GODSEY & GIBB, INC History No change 350 38 0.0% 0.0% 1503 0 0.0% Q2 2026 Jul 13, 2026
Evolution Advisers, Inc. History No change 350 38 0.01% 0.01% 1504 0 0.0% Q2 2026 Jul 31, 2026
KERR FINANCIAL PLANNING Corp History No change 336 37 0.04% 0.04% 1505 0 0.0% Q2 2026 Jul 02, 2026
TOWER TRUST & INVESTMENT Co History No change 320 35 0.02% 0.02% 1506 0 0.0% Q2 2026 Jul 09, 2026
HHM Wealth Advisors, LLC History No change 312 34 0.0% 0.0% 1507 0 0.0% Q2 2026 Jul 13, 2026
Frazier Financial Advisors, LLC History No change 314 34 0.02% 0.02% 1508 0 0.0% Q2 2026 Aug 10, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 300 33 0.01% 0.01% 1509 0 0.0% Q2 2026 Jul 22, 2026
Advantage Trust Co History No change 304 33 0.01% 0.01% 1510 0 0.0% Q2 2026 Jul 17, 2026
Keating Financial Advisory Services, Inc. History No change 305 33 0.0% 0.0% 1511 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 293 32 0.0% 0.0% 1512 0 0.0% Q2 2026 Sep 15, 2026
LifeSteps Financial, Inc. History No change 292 32 0.01% 0.01% 1513 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Planning Group LLC History No change 292 31 0.0% 0.0% 1514 0 0.0% Q2 2026 Jul 29, 2026
NFSG Corp History No change 280 30 0.0% 0.0% 1515 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 267 29 0.0% 0.0% 1516 0 0.0% Q2 2026 Jul 13, 2026
Main Management LLC History No change 254 28 0.0% 0.0% 1517 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 260 28 0.11% 0.11% 1518 0 0.0% Q2 2026 Aug 07, 2026
N.E.W. Advisory Services LLC History No change 253 27 0.0% 0.0% 1519 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 249 27 0.0% 0.0% 1520 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 222 24 0.0% 0.0% 1521 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 222 24 0.0% 0.0% 1522 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 219 24 0.01% 0.01% 1523 0 0.0% Q2 2026 Aug 03, 2026
VIMA LLC History No change 225 24 0.02% 0.02% 1524 0 0.0% Q2 2026 Jul 24, 2026
ST GERMAIN D J CO INC History No change 216 23 0.0% 0.0% 1525 0 0.0% Q2 2026 Jul 21, 2026
Westside Investment Management, Inc. History No change 200 22 0.0% 0.0% 1526 0 0.0% Q2 2026 Jul 27, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 206 22 0.05% 0.05% 1527 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 206 22 0.01% 0.01% 1528 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 192 21 0.01% 0.01% 1529 0 0.0% Q2 2026 Aug 10, 2026
RMG Wealth Management LLC History No change 193 21 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 198 21 0.0% 0.0% 1531 0 0.0% Q2 2026 Aug 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 190 20 0.01% 0.01% 1532 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 190 20 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 23, 2026
DecisionPoint Financial, LLC History No change 188 20 0.0% 0.0% 1534 0 0.0% Q2 2026 Aug 05, 2026
Reyes Financial Architecture, Inc. History No change 185 20 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 16, 2026
Wilkerson Advisory Group LLC History No change 186 20 0.01% 0.01% 1536 0 0.0% Q2 2026 Jul 21, 2026
Burk Holdings LLC History No change 182 20 0.01% 0.01% 1537 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 190 20 0.0% 0.0% 1538 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 173 19 0.0% 0.0% 1539 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 166 18 0.01% 0.01% 1540 0 0.0% Q2 2026 Aug 05, 2026
ATWOOD & PALMER INC History No change 165 17 0.0% 0.0% 1541 0 0.0% Q3 2026 Oct 08, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 159 17 0.0% 0.0% 1542 0 0.0% Q2 2026 Jul 13, 2026
PROSPERITY BANCSHARES INC History No change 149 16 0.01% 0.01% 1543 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 148 16 0.01% 0.01% 1544 0 0.0% Q2 2026 Jul 21, 2026
Atomic Invest LLC History No change 148 16 0.0% 0.0% 1545 0 0.0% Q2 2026 Sep 25, 2026
SRH ADVISORS, LLC History No change 144 15 0.0% 0.0% 1546 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 139 15 0.0% 0.0% 1547 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone National Bank & Trust Co History No change 141 15 0.01% 0.01% 1548 0 0.0% Q2 2026 Jul 21, 2026
NWK Group, Inc. History No change 128 14 0.0% 0.0% 1549 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 131 14 0.0% 0.0% 1550 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 134 14 0.0% 0.0% 1551 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 119 13 0.0% 0.0% 1552 0 0.0% Q2 2026 Jul 09, 2026
IAG Wealth Partners, LLC History No change 126 13 0.0% 0.0% 1553 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 113 12 0.0% 0.0% 1554 0 0.0% Q2 2026 Jul 31, 2026
Sankala Group LLC History No change 112 12 0.01% 0.01% 1555 0 0.0% Q2 2026 Aug 18, 2026
MOTCO History No change 100 11 0.0% 0.0% 1556 0 0.0% Q2 2026 Jul 31, 2026
Jackson, Grant Investment Advisers, Inc. History No change 101 11 0.0% 0.0% 1557 0 0.0% Q2 2026 Jul 31, 2026
Kozak & Associates, Inc. History No change 106 11 0.0% 0.0% 1558 0 0.0% Q2 2026 Jul 02, 2026
NBH Bank History No change 108 11 0.0% 0.0% 1559 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 96 10 0.01% 0.01% 1560 0 0.0% Q2 2026 Aug 17, 2026
Rosenberg Matthew Hamilton History No change 94 10 0.0% 0.0% 1561 0 0.0% Q3 2026 Oct 05, 2026
Abound Wealth Management History No change 98 10 0.0% 0.0% 1562 0 0.0% Q2 2026 Jul 10, 2026
Carolina Wealth Advisors, LLC History No change 83 9 0.0% 0.0% 1563 0 0.0% Q2 2026 Jul 09, 2026
Financial Network Wealth Advisors LLC History No change 88 9 0.01% 0.01% 1564 0 0.0% Q2 2026 Jul 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 71 8 0.01% 0.01% 1565 0 0.0% Q2 2026 Aug 18, 2026
SIGNATUREFD, LLC History No change 78 8 0.0% 0.0% 1566 0 0.0% Q2 2026 Jul 23, 2026
Wagner Wealth Management, LLC History No change 73 8 0.0% 0.0% 1567 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 87 8 0.01% 0.01% 1568 0 0.0% Q2 2026 Sep 17, 2026
FIRST COMMUNITY TRUST NA History No change 74 7 0.0% 0.0% 1569 0 0.0% Q3 2026 Oct 07, 2026
Archer Investment Corp History No change 67 7 0.0% 0.0% 1570 0 0.0% Q2 2026 Aug 03, 2026
Quent Capital, LLC History No change 65 7 0.0% 0.0% 1571 0 0.0% Q2 2026 Aug 07, 2026
Allied Private Wealth LLC History No change 72 7 0.0% 0.0% 1572 0 0.0% Q2 2026 Jul 09, 2026
Wallace Hart LLC History No change 58 6 0.0% 0.0% 1573 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 49 5 0.0% 0.0% 1574 0 0.0% Q2 2026 Jul 08, 2026
Valued Wealth Advisors LLC History No change 52 5 0.0% 0.0% 1575 0 0.0% Q2 2026 Jul 20, 2026
Clark Wealth Partners History No change 46 5 0.0% 0.0% 1576 0 0.0% Q2 2026 Jul 28, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 39 4 0.0% 0.0% 1577 0 0.0% Q2 2026 Aug 14, 2026
YANKCOM Partnership History No change 39 4 0.0% 0.0% 1578 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 41 4 0.0% 0.0% 1579 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 44 4 0.0% 0.0% 1580 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 45 4 0.0% 0.0% 1581 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 36 3 0.0% 0.0% 1582 0 0.0% Q2 2026 Jul 17, 2026
Guardian Partners Inc. History No change 36 3 0.0% 0.0% 1583 0 0.0% Q2 2026 Jul 29, 2026
Downshift Financial, LLC History No change 29 3 0.0% 0.0% 1584 0 0.0% Q2 2026 Aug 12, 2026
Polaris Financial Partners History New 30 2 0.0% — 1592 +30 New Q3 2026 Oct 02, 2026
TOTH FINANCIAL ADVISORY CORP History New 28 2 0.0% — 1591 +28 New Q3 2026 Oct 08, 2026
Sellwood Investment Partners LLC History No change 24 2 0.0% 0.0% 1585 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 21 2 0.0% 0.0% 1586 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 22 2 0.0% 0.0% 1587 0 0.0% Q2 2026 Jul 13, 2026
Caitlin John, LLC History No change 20 2 0.0% 0.0% 1588 0 0.0% Q2 2026 Aug 17, 2026
Hilltop National Bank History No change 23 2 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 01, 2026
10Elms LLP History No change 20 2 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 12 1 0.0% 0.0% 1593 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 6 1 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 10 1 0.0% 0.0% 1595 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 17 1 0.0% 0.0% 1596 0 0.0% Q2 2026 Jul 24, 2026
Spurstone Advisory Services, LLC History No change 17 1 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 10, 2026
Strive Financial Group ,LLC History No change 10 1 0.0% 0.0% 1598 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 15 1 0.0% 0.0% 1599 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History No change 10 1 0.0% 0.0% 1600 0 0.0% Q2 2026 Aug 28, 2026
Markowski Investments History No change 12 1 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 13, 2026
ARGENT CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.01% — -2,750 -100.0% Q3 2026 Oct 05, 2026
First Heartland Consultants, Inc. History Closed out 0 0 — 0.01% — -1,978 -100.0% Q3 2026 Oct 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Luminist Capital LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Bullseye Investment Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Sep 11, 2026
Cape Investment Advisory, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 9 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Montgomery Financial Services LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 12, 2026