iSHARES TRUST - IWS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 8,080,549 1,330,058 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,991,663 1,154,523 0.46% 0.46% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,628,958 597,326 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 3,493,811 575,081 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,733,733 449,972 1.55% 1.55% 5 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,522,416 415,189 1.99% 1.99% 6 0 0.0% Q2 2026 Sep 23, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,408,682 396,469 5.93% 5.93% 7 0 0.0% Q2 2026 Jul 13, 2026
ROYAL BANK OF CANADA History No change 2,175,825 358,142 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,985,054 326,740 0.36% 0.36% 9 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 1,915,152 315,234 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 1,912,761 314,840 1.38% 1.38% 11 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,868,064 307,483 0.39% 0.39% 12 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 1,686,200 277,548 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 1,386,524 228,222 0.39% 0.39% 14 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,224,739 201,591 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 1,220,367 200,872 0.05% 0.05% 16 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 1,043,989 171,840 3.23% 3.23% 17 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 1,024,250 168,915 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 940,874 154,867 9.27% 9.27% 19 0 0.0% Q2 2026 Jul 31, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 838,328 137,988 0.03% 0.03% 20 0 0.0% Q2 2026 Sep 23, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 761,386 125,324 0.94% 0.94% 21 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 759,625 125,285 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 669,651 110,239 1.24% 1.24% 23 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 680,980 109,460 6.25% 6.6% 24 -28,996 -4.08% Q3 2026 Oct 09, 2026
RAYMOND JAMES FINANCIAL INC History No change 641,160 105,534 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Advisors History No change 534,456 87,971 3.02% 3.02% 26 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 448,812 73,874 0.07% 0.07% 27 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 443,267 72,961 3.38% 3.38% 28 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History No change 433,102 71,288 0.09% 0.09% 29 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 368,117 60,591 0.28% 0.28% 30 0 0.0% Q2 2026 Aug 03, 2026
AMG National Trust Bank History No change 309,347 50,918 1.04% 1.04% 31 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 308,877 50,841 0.14% 0.14% 32 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 298,489 49,131 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 13, 2026
SVB WEALTH LLC History No change 276,422 45,499 2.87% 2.87% 34 0 0.0% Q2 2026 Jul 17, 2026
Cedar Mountain Advisors, LLC History No change 252,713 41,596 7.16% 7.16% 35 0 0.0% Q2 2026 Jul 02, 2026
Chicago Partners Investment Group LLC History No change 251,143 41,421 0.83% 0.83% 36 0 0.0% Q2 2026 Jul 29, 2026
GLOBALT Investments LLC / GA History No change 246,217 40,527 1.37% 1.37% 37 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 242,638 39,938 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 12, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 236,815 38,979 1.1% 1.1% 39 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 227,724 37,483 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 220,288 36,259 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 217,129 35,754 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 14, 2026
LPWM LLC History No change 216,410 35,621 7.9% 7.9% 43 0 0.0% Q2 2026 Jul 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 214,090 35,239 2.08% 2.08% 44 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 202,538 33,337 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 196,189 32,292 0.11% 0.11% 46 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 194,138 31,955 0.57% 0.57% 47 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 184,290 30,334 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 12, 2026
Badgley Phelps Wealth Managers, LLC History No change 181,221 29,828 0.52% 0.52% 49 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 178,812 29,432 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 177,365 29,194 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 176,817 29,104 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 175,240 28,844 0.19% 0.19% 53 0 0.0% Q2 2026 Aug 10, 2026
Wescott Financial Advisory Group, LLC History No change 175,179 28,834 2.23% 2.23% 54 0 0.0% Q2 2026 Aug 04, 2026
Rockefeller Capital Management L.P. History No change 175,026 28,809 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 172,757 28,435 0.21% 0.21% 56 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 169,326 27,871 0.09% 0.09% 57 0 0.0% Q2 2026 Jul 28, 2026
Rodgers & Associates, LTD History No change 165,969 27,318 2.48% 2.48% 58 0 0.0% Q2 2026 Jul 21, 2026
Parkway Wealth Management Group, LLC History No change 165,703 27,274 3.15% 3.15% 59 0 0.0% Q2 2026 Jul 27, 2026
First Citizens Asset Management, Inc. History No change 165,173 27,187 8.69% 8.69% 60 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Partners, Inc. History No change 152,413 25,087 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 150,670 24,800 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 04, 2026
Asset Management Group, Inc. History No change 150,365 24,750 3.62% 3.62% 63 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 139,810 23,017 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 12, 2026
RTD Financial Advisors, Inc. History Reduced 141,776 22,789 2.49% 2.58% 65 -1,928 -1.34% Q3 2026 Oct 09, 2026
Corient Private Wealth LP History No change 138,168 22,742 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 132,040 21,733 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 130,880 21,542 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 123,463 20,322 0.77% 0.77% 69 0 0.0% Q2 2026 Aug 13, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 125,841 20,228 10.33% 10.5% 70 +979 0.78% Q3 2026 Oct 01, 2026
Steward Partners Investment Advisory, LLC History No change 122,009 20,082 0.1% 0.1% 71 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 119,234 19,625 0.33% 0.33% 72 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 115,302 18,978 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 114,199 18,797 1.07% 1.07% 74 0 0.0% Q2 2026 Jul 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 112,413 18,503 0.32% 0.32% 75 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History No change 111,409 18,337 0.46% 0.46% 76 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 107,050 17,620 0.1% 0.1% 77 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 97,730 16,086 4.11% 4.11% 78 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 97,509 16,049 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 94,904 15,621 0.6% 0.6% 80 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 94,471 15,549 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 14, 2026
Bishop & Co Investment Management, LLC History No change 92,765 15,269 4.7% 4.7% 82 0 0.0% Q2 2026 Jul 22, 2026
Occidental Asset Management, LLC History No change 92,587 15,239 1.51% 1.51% 83 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 89,096 14,665 0.2% 0.2% 84 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 86,319 14,208 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 84,109 13,844 0.1% 0.1% 86 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Advisors, LLC History No change 83,687 13,774 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 83,598 13,760 0.15% 0.15% 88 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 81,731 13,455 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 81,640 13,438 0.13% 0.13% 90 0 0.0% Q2 2026 Aug 06, 2026
Moran Wealth Management, LLC History No change 78,357 12,897 0.35% 0.35% 91 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 78,000 12,838 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 13, 2026
LifeWealth Investments, LLC History No change 77,276 12,719 3.4% 3.4% 93 0 0.0% Q2 2026 Jul 16, 2026
WestHill Financial Advisors, Inc. History No change 74,979 12,341 2.1% 2.1% 94 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 74,326 12,234 0.15% 0.15% 95 0 0.0% Q2 2026 Jul 24, 2026
JMG Financial Group, Ltd. History No change 73,795 12,146 0.29% 0.29% 96 0 0.0% Q2 2026 Jul 31, 2026
Sentinel Advisory Group, LLC History No change 68,855 11,333 4.63% 4.63% 97 0 0.0% Q2 2026 Jul 23, 2026
One Capital Management, LLC History No change 77,058 11,230 0.31% 0.31% 98 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 68,063 11,203 0.81% 0.81% 99 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 68,028 11,197 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 07, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 67,423 11,097 1.13% 1.13% 101 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 66,581 10,959 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 62,850 10,345 0.73% 0.73% 103 0 0.0% Q2 2026 Aug 07, 2026
Corundum Group, Inc. History No change 61,801 10,172 3.02% 3.02% 104 0 0.0% Q2 2026 Aug 07, 2026
HOWARD BAILEY SECURITIES, LLC History No change 61,554 10,131 3.8% 3.8% 105 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 60,364 9,986 0.02% 0.02% 106 0 0.0% Q2 2026 Jul 15, 2026
CONNING INC. History No change 59,718 9,829 0.29% 0.29% 107 0 0.0% Q2 2026 Jul 30, 2026
MFA WEALTH ADVISORS, LLC History Added to 58,612 9,421 1.6% 0.28% 108 +48,730 493.12% Q3 2026 Oct 07, 2026
PARK AVENUE SECURITIES LLC History No change 55,875 9,197 0.06% 0.06% 109 0 0.0% Q2 2026 Jul 20, 2026
Legacy Edge Advisors, LLC History No change 55,797 9,184 0.84% 0.84% 110 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 55,542 9,142 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 55,347 9,110 0.75% 0.75% 112 0 0.0% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 54,824 9,024 0.11% 0.11% 113 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 54,079 8,901 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
Inlight Wealth Management, LLC History No change 53,876 8,867 2.82% 2.82% 115 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 53,724 8,842 0.02% 0.02% 116 0 0.0% Q2 2026 Jul 30, 2026
Powell Investment Advisors, LLC History No change 53,243 8,763 2.77% 2.77% 117 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 51,861 8,536 0.02% 0.02% 118 0 0.0% Q2 2026 Jul 27, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 52,781 8,483 0.96% 1.0% 119 -231 -0.44% Q3 2026 Oct 08, 2026
Cerity Partners LLC History No change 47,666 7,845 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 47,350 7,793 0.25% 0.25% 121 0 0.0% Q2 2026 Jul 17, 2026
James J. Burns & Company, LLC History No change 47,117 7,755 0.84% 0.84% 122 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 48,141 7,738 0.05% 0.06% 123 +4,372 9.99% Q3 2026 Oct 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 46,547 7,661 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 19, 2026
Processus Wealth & Capital Management, LLC History No change 46,478 7,650 4.53% 4.53% 125 0 0.0% Q2 2026 Jul 15, 2026
TICINO WEALTH History No change 46,411 7,639 2.41% 2.41% 126 0 0.0% Q2 2026 Jul 20, 2026
Modera Wealth Management, LLC History No change 46,208 7,605 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 03, 2026
&PARTNERS History No change 45,467 7,485 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 44,539 7,331 0.09% 0.09% 129 0 0.0% Q2 2026 Aug 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 43,316 7,129 0.17% 0.17% 130 0 0.0% Q2 2026 Jul 20, 2026
Accredited Investors Inc. History No change 42,995 7,076 0.31% 0.31% 131 0 0.0% Q2 2026 Jul 21, 2026
Arcadia Wealth Management, LLC History No change 42,775 7,040 2.21% 2.21% 132 0 0.0% Q2 2026 Jul 20, 2026
Equitable Holdings, Inc. History No change 42,307 6,963 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 40,617 6,685 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 40,508 6,667 0.08% 0.08% 135 0 0.0% Q2 2026 Aug 04, 2026
Mullaney, Keating & Wright, Inc. History No change 39,823 6,554 3.17% 3.17% 136 0 0.0% Q2 2026 Jul 14, 2026
Aldebaran Capital, LLC History No change 39,640 6,524 4.9% 4.9% 137 0 0.0% Q2 2026 Aug 14, 2026
Montgomery Financial Services LLC History No change 39,630 6,523 5.67% 5.67% 138 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 38,987 6,417 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 38,937 6,408 0.06% 0.06% 140 0 0.0% Q2 2026 Jul 27, 2026
Key Capital Management, INC History No change 38,806 6,387 3.29% 3.29% 141 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT PARTNERS, LTD. History No change 38,732 6,375 1.99% 1.99% 142 0 0.0% Q2 2026 Aug 04, 2026
EP Wealth Advisors, LLC History No change 38,509 6,338 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 37,644 6,196 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 37,494 6,171 0.22% 0.22% 145 0 0.0% Q2 2026 Jul 15, 2026
REGIONS FINANCIAL CORP History No change 36,928 6,078 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 36,715 6,043 0.2% 0.2% 147 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 36,033 5,931 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 13, 2026
Kelsey Financial, LLC History No change 36,016 5,928 4.5% 4.5% 149 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 35,818 5,895 0.09% 0.09% 150 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 34,521 5,682 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 33,846 5,571 0.22% 0.22% 152 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 33,772 5,559 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 33,437 5,503 0.17% 0.17% 154 0 0.0% Q2 2026 Jul 09, 2026
Councilor Wealth, LLC History Reduced 34,056 5,474 2.26% 2.36% 155 -1,395 -3.94% Q3 2026 Oct 09, 2026
Focus Partners Advisor Solutions, LLC History No change 33,039 5,438 0.05% 0.05% 156 0 0.0% Q2 2026 Aug 06, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 33,788 5,431 0.88% 1.13% 157 -7,444 -18.05% Q3 2026 Oct 08, 2026
Falcon Wealth Planning History No change 32,213 5,302 0.33% 0.33% 158 0 0.0% Q2 2026 Jul 13, 2026
Ashton Thomas Private Wealth, LLC History No change 32,174 5,295 0.11% 0.11% 159 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 31,266 5,146 0.02% 0.02% 160 0 0.0% Q2 2026 Jul 27, 2026
LWM ADVISORS INC History Added to 31,544 5,070 3.83% 3.86% 161 +98 0.31% Q3 2026 Oct 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 30,693 5,053 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 30,065 4,948 0.53% 0.53% 163 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 29,976 4,934 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 10, 2026
Advisors Preferred, LLC History No change 29,644 4,922 0.76% 0.76% 165 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 29,798 4,904 0.14% 0.14% 166 0 0.0% Q2 2026 Aug 11, 2026
Widmann Financial Services, Inc. History No change 29,787 4,902 2.63% 2.63% 167 0 0.0% Q2 2026 Aug 14, 2026
Auour Investments LLC History No change 29,101 4,790 1.37% 1.37% 168 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 29,028 4,777 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 28,947 4,764 0.03% 0.03% 170 0 0.0% Q2 2026 Sep 08, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,477 4,687 1.15% 1.15% 171 0 0.0% Q2 2026 Jul 20, 2026
CITY HOLDING CO History No change 28,459 4,684 0.53% 0.53% 172 0 0.0% Q2 2026 Jul 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 27,880 4,589 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 27,518 4,529 0.04% 0.04% 174 0 0.0% Q2 2026 Jul 27, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 27,223 4,480 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
EARNEST PARTNERS LLC History No change 27,210 4,478 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 27,136 4,466 0.08% 0.08% 177 0 0.0% Q2 2026 Jul 21, 2026
Ascent Group, LLC History No change 26,936 4,433 0.13% 0.13% 178 0 0.0% Q2 2026 Aug 03, 2026
Connecticut Wealth Management, LLC History No change 26,054 4,288 0.16% 0.16% 179 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 25,992 4,278 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 25,829 4,251 0.24% 0.24% 181 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 24,826 4,086 0.71% 0.71% 182 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 24,658 4,058 0.28% 0.28% 183 0 0.0% Q2 2026 Jul 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 27,744 4,043 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 23,675 4,035 0.08% 0.08% 185 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 24,464 4,026 0.1% 0.1% 186 0 0.0% Q2 2026 Aug 07, 2026
Midwest Professional Planners, LTD. History No change 23,809 3,919 0.77% 0.77% 187 0 0.0% Q2 2026 Aug 05, 2026
Brady Martz Wealth Solutions, LLC History No change 23,696 3,900 0.59% 0.59% 188 0 0.0% Q2 2026 Jul 23, 2026
SAGE FINANCIAL GROUP INC History No change 23,453 3,860 0.21% 0.21% 189 0 0.0% Q2 2026 Jul 21, 2026
TECTONIC ADVISORS LLC History No change 23,289 3,833 0.18% 0.18% 190 0 0.0% Q2 2026 Jul 15, 2026
Eukles Asset Management History No change 22,963 3,779 1.56% 1.56% 191 0 0.0% Q2 2026 Aug 05, 2026
NUANCE INVESTMENTS, LLC History No change 22,856 3,762 0.64% 0.64% 192 0 0.0% Q2 2026 Aug 07, 2026
AMARILLO NATIONAL BANK History No change 22,592 3,718 0.6% 0.6% 193 0 0.0% Q2 2026 Jul 15, 2026
EQUITABLE TRUST CO History No change 22,541 3,710 0.15% 0.15% 194 0 0.0% Q2 2026 Jul 23, 2026
FIRST FOUNDATION ADVISORS History No change 22,525 3,707 0.13% 0.13% 195 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History Added to 22,888 3,702 0.73% 0.31% 196 +15,922 228.57% Q3 2026 Oct 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 22,301 3,671 0.04% 0.04% 197 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 22,219 3,657 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 22,070 3,632 0.35% 0.35% 199 0 0.0% Q2 2026 Aug 11, 2026
VANCE WEALTH, LLC History No change 21,955 3,613 0.81% 0.81% 200 0 0.0% Q2 2026 Aug 14, 2026
Hapanowicz & Associates Financial Services, Inc History No change 21,935 3,610 1.12% 1.12% 201 0 0.0% Q2 2026 Jul 29, 2026
Financial Engines Advisors L.L.C. History No change 21,593 3,554 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 21,586 3,553 0.27% 0.27% 203 0 0.0% Q2 2026 Aug 12, 2026
Whitegate Investment Counselors, Inc. History No change 21,394 3,521 1.0% 1.0% 204 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 21,246 3,497 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 20,972 3,452 0.04% 0.04% 206 0 0.0% Q2 2026 Aug 12, 2026
First Pacific Financial History No change 20,950 3,448 0.41% 0.41% 207 0 0.0% Q2 2026 Jul 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 20,897 3,439 0.05% 0.05% 208 0 0.0% Q2 2026 Aug 10, 2026
STOCK YARDS BANK & TRUST CO History No change 20,875 3,436 0.1% 0.1% 209 0 0.0% Q2 2026 Aug 19, 2026
OPPENHEIMER & CO INC History No change 20,809 3,425 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 03, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 20,805 3,424 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 20,657 3,400 0.18% 0.18% 212 0 0.0% Q2 2026 Jul 29, 2026
Q3 Asset Management History No change 20,541 3,381 0.62% 0.62% 213 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 19,763 3,252 1.76% 1.76% 214 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 19,618 3,229 0.0% 0.0% 215 0 0.0% Q2 2026 Sep 02, 2026
Atlas Brown,Inc. History Reduced 20,020 3,218 0.85% 0.89% 216 -19 -0.09% Q3 2026 Oct 09, 2026
Wealthspire Advisors, LLC History No change 19,288 3,174 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 19,284 3,174 0.16% 0.16% 218 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 19,130 3,148 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 19,055 3,136 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 19,031 3,132 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 11, 2026
Capital Squared Financial LLC History No change 18,600 3,061 2.0% 2.0% 222 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 18,354 3,021 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 18,262 3,005 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 18, 2026
WESBANCO BANK INC History No change 18,223 2,999 0.07% 0.07% 225 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 18,155 2,992 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 18,145 2,986 0.14% 0.14% 227 0 0.0% Q2 2026 Jul 23, 2026
Bryn Mawr Trust Advisors, LLC History No change 18,127 2,983 0.13% 0.13% 228 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 17,965 2,957 0.05% 0.05% 229 0 0.0% Q2 2026 Jul 20, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 17,912 2,948 0.27% 0.27% 230 0 0.0% Q2 2026 Jul 09, 2026
BLAIR WILLIAM & CO/IL History No change 17,892 2,944 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 11, 2026
Telos Capital Management, Inc. History No change 17,820 2,933 0.26% 0.26% 232 0 0.0% Q2 2026 Jul 22, 2026
HUB Investment Partners, LLC History No change 17,797 2,929 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 31, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 17,580 2,913 0.05% 0.05% 234 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 17,444 2,871 0.06% 0.06% 235 0 0.0% Q2 2026 Aug 06, 2026
Heck Capital Advisors, LLC History No change 17,216 2,833 0.17% 0.17% 236 0 0.0% Q2 2026 Jul 10, 2026
Wilmington Savings Fund Society, FSB History No change 17,167 2,825 0.06% 0.06% 237 0 0.0% Q2 2026 Jul 28, 2026
LMG Wealth Partners, LLC History No change 17,142 2,821 0.45% 0.45% 238 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 17,093 2,813 0.04% 0.04% 239 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 17,084 2,812 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 16,926 2,810 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 27, 2026
Pointe Capital Management LLC History No change 16,865 2,775 1.24% 1.24% 242 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Investment Counsel, LLC History No change 16,336 2,689 0.35% 0.35% 243 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 16,283 2,680 0.28% 0.28% 244 0 0.0% Q2 2026 Jul 22, 2026
Noble Family Wealth, LLC History No change 16,244 2,673 0.48% 0.48% 245 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 16,196 2,665 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 16,074 2,645 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 03, 2026
BANK OF HAWAII History No change 15,971 2,628 0.13% 0.13% 248 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 15,825 2,604 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 04, 2026
MATTERS CAPITAL LLC History No change 15,752 2,592 1.81% 1.81% 250 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 15,554 2,560 0.14% 0.14% 251 0 0.0% Q2 2026 Aug 13, 2026
Sequent Asset Management, LLC History No change 15,536 2,557 1.08% 1.08% 252 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 15,112 2,487 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 14,640 2,410 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 12, 2026
Peloton Wealth Strategists History No change 14,623 2,407 0.89% 0.89% 255 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 14,474 2,382 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 14, 2026
Nvest Financial, LLC History No change 14,458 2,379 0.75% 0.75% 257 0 0.0% Q2 2026 Jul 30, 2026
TUDOR INVESTMENT CORP ET AL History No change 14,381 2,367 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 14,339 2,360 0.34% 0.34% 259 0 0.0% Q2 2026 Jul 21, 2026
Alpine Bank Wealth Management History No change 14,212 2,339 0.3% 0.3% 260 0 0.0% Q2 2026 Aug 07, 2026
BlackRock, Inc. History No change 14,083 2,318 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Management, LLC History No change 14,009 2,305 0.07% 0.07% 262 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 13,956 2,297 0.1% 0.1% 263 0 0.0% Q2 2026 Jul 14, 2026
BHK Investment Advisors, LLC History No change 13,873 2,283 0.68% 0.68% 264 0 0.0% Q2 2026 Jul 28, 2026
TIAA Wealth Investment Management LLC History No change 13,784 2,273 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 13,781 2,268 0.14% 0.14% 266 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 13,602 2,239 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 13,469 2,220 0.29% 0.29% 268 0 0.0% Q2 2026 Jul 22, 2026
HRT FINANCIAL LP History No change 13,400 2,205 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 13,343 2,196 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 13,270 2,184 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 13,238 2,179 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 04, 2026
Beacon Bank & Trust History No change 12,960 2,133 0.41% 0.41% 273 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 12,867 2,118 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 12,789 2,105 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 18, 2026
PRINCIPAL SECURITIES, INC. History No change 12,625 2,078 0.03% 0.03% 276 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 12,270 2,025 0.02% 0.02% 277 0 0.0% Q2 2026 Jul 24, 2026
Csenge Advisory Group History No change 12,221 2,011 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,837 1,951 0.05% 0.05% 279 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 11,736 1,931 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 11,702 1,926 0.05% 0.05% 281 0 0.0% Q2 2026 Aug 11, 2026
Eagle Strategies LLC History No change 11,673 1,921 0.19% 0.19% 282 0 0.0% Q2 2026 Jul 21, 2026
Walsh & Associates, LLC History No change 11,665 1,920 1.57% 1.57% 283 0 0.0% Q2 2026 Jul 21, 2026
Intrepid Financial Planning Group LLC History No change 11,581 1,906 0.65% 0.65% 284 0 0.0% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History No change 11,521 1,896 0.17% 0.17% 285 0 0.0% Q2 2026 Aug 07, 2026
COURIER CAPITAL LLC History No change 11,489 1,891 0.09% 0.09% 286 0 0.0% Q2 2026 Jul 16, 2026
Boston Partners History No change 11,476 1,889 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11,322 1,863 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 04, 2026
Vertrix Wealth Management, LLC History No change 11,268 1,854 0.62% 0.62% 289 0 0.0% Q2 2026 Jul 09, 2026
INSIGHT 2811, INC. History No change 11,213 1,845 0.71% 0.71% 290 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 11,170 1,838 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 11,001 1,810 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History No change 10,991 1,809 0.15% 0.15% 293 0 0.0% Q2 2026 Jul 08, 2026
Aptus Capital Advisors, LLC History No change 10,994 1,809 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 12, 2026
MWA Asset Management History No change 10,983 1,807 0.82% 0.82% 295 0 0.0% Q2 2026 Jul 31, 2026
Legacy Bridge, LLC History No change 10,950 1,802 0.56% 0.56% 296 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,839 1,784 0.12% 0.12% 297 0 0.0% Q2 2026 Aug 04, 2026
PACIFIC SUN FINANCIAL CORP History No change 10,732 1,766 0.73% 0.73% 298 0 0.0% Q2 2026 Aug 07, 2026
Secure Asset Management, LLC History No change 10,719 1,764 0.25% 0.25% 299 0 0.0% Q2 2026 Jul 15, 2026
Merit Financial Group, LLC History No change 10,693 1,760 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 20, 2026
Ausdal Financial Partners, Inc. History No change 10,694 1,760 0.07% 0.07% 301 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 10,685 1,758 0.02% 0.02% 302 0 0.0% Q2 2026 Jul 27, 2026
Affinity Capital Advisors, LLC History No change 10,358 1,720 0.21% 0.21% 303 0 0.0% Q2 2026 Jul 08, 2026
Performance Wealth Partners, LLC History No change 10,423 1,715 0.04% 0.04% 304 0 0.0% Q2 2026 Aug 07, 2026
Broadview Financial Management, LLC History No change 10,397 1,711 1.04% 1.04% 305 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 10,360 1,705 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 10,294 1,694 0.16% 0.16% 307 0 0.0% Q2 2026 Jul 29, 2026
NICOLET BANKSHARES INC History No change 10,038 1,654 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 10,046 1,653 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 9,979 1,642 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,733 1,602 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 9,720 1,599 0.14% 0.14% 312 0 0.0% Q2 2026 Jul 30, 2026
GRANVILLE CAPITAL, INC. History No change 9,701 1,596 0.71% 0.71% 313 0 0.0% Q2 2026 Aug 11, 2026
Ponta Wealth Partners, LLC History No change 9,650 1,588 0.85% 0.85% 314 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 9,617 1,583 0.03% 0.03% 315 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 9,554 1,573 0.02% 0.02% 316 0 0.0% Q2 2026 Jul 15, 2026
SageView Advisory Group, LLC History No change 9,455 1,556 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 9,453 1,555 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 9,307 1,531 1.16% 1.16% 319 0 0.0% Q2 2026 Aug 07, 2026
SONATA CAPITAL GROUP INC History No change 9,301 1,530 0.49% 0.49% 320 0 0.0% Q2 2026 Jul 24, 2026
Global Trust Wealth Management LLC History No change 9,291 1,529 1.05% 1.05% 321 0 0.0% Q2 2026 Jul 16, 2026
Gladstone Institutional Advisory LLC History No change 9,262 1,524 0.05% 0.05% 322 0 0.0% Q2 2026 Jul 27, 2026
Bluespring Wealth Management, LLC History No change 9,208 1,515 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 9,201 1,514 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 9,151 1,506 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 05, 2026
Clearwave Capital, LLC History No change 9,136 1,503 0.83% 0.83% 326 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE TRUST CO NA History No change 9,103 1,498 0.12% 0.12% 327 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 9,068 1,492 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 17, 2026
FWG Investments, LLC. History No change 8,914 1,467 0.78% 0.78% 329 0 0.0% Q2 2026 Jul 28, 2026
Clarion Wealth Managment Partners, LLC History No change 8,877 1,461 1.18% 1.18% 330 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 8,813 1,450 0.09% 0.09% 331 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 8,701 1,432 0.01% 0.01% 332 0 0.0% Q2 2026 Jul 29, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 8,683 1,429 0.93% 0.93% 333 0 0.0% Q2 2026 Jul 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 8,563 1,416 0.46% 0.46% 334 0 0.0% Q2 2026 Jul 23, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 8,604 1,416 1.27% 1.27% 335 0 0.0% Q2 2026 Jul 09, 2026
FIRST NATIONAL TRUST CO History No change 8,519 1,402 0.05% 0.05% 336 0 0.0% Q2 2026 Jul 30, 2026
Evensky & Katz LLC History No change 8,343 1,373 0.07% 0.07% 337 0 0.0% Q2 2026 Jul 22, 2026
SAXON INTERESTS, INC. History No change 8,283 1,363 0.38% 0.38% 338 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,191 1,348 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 14, 2026
Financial Guidance Group, Inc. History No change 8,103 1,333 0.5% 0.5% 340 0 0.0% Q2 2026 Jul 22, 2026
Renasant Bank History No change 8,075 1,329 0.85% 0.85% 341 0 0.0% Q2 2026 Aug 11, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 7,999 1,316 0.31% 0.31% 342 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,977 1,313 0.02% 0.02% 343 0 0.0% Q2 2026 Aug 13, 2026
REBALANCE, LLC History No change 7,957 1,309 0.07% 0.07% 344 0 0.0% Q2 2026 Jul 16, 2026
Belpointe Asset Management LLC History No change 7,945 1,307 0.04% 0.04% 345 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 7,945 1,307 0.15% 0.15% 346 0 0.0% Q2 2026 Jul 31, 2026
Ipswich Investment Management Co., Inc. History No change 7,920 1,303 0.28% 0.28% 347 0 0.0% Q2 2026 Jul 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 7,849 1,292 0.09% 0.09% 348 0 0.0% Q2 2026 Aug 05, 2026
Glenview Trust Co History No change 7,760 1,277 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 18, 2026
Parkside Financial Bank & Trust History No change 7,731 1,272 0.09% 0.09% 350 0 0.0% Q2 2026 Sep 04, 2026
Vise Technologies, Inc. History No change 7,730 1,272 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 10, 2026
Quest 10 Wealth Builders, Inc. History No change 7,626 1,255 0.97% 0.97% 352 0 0.0% Q2 2026 Jul 24, 2026
ADE, LLC History No change 7,579 1,247 0.53% 0.53% 353 0 0.0% Q2 2026 Aug 04, 2026
NORDEN GROUP LLC History No change 7,569 1,245 0.1% 0.1% 354 0 0.0% Q2 2026 Jul 29, 2026
Warwick Investment Management, Inc. History No change 7,525 1,238 0.14% 0.14% 355 0 0.0% Q2 2026 Jul 31, 2026
TCW GROUP INC History No change 7,425 1,222 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 03, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 7,421 1,221 0.26% 0.26% 357 0 0.0% Q2 2026 Jul 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 7,400 1,218 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 7,393 1,216 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 7,393 1,216 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Wealth Management, LLC History No change 7,372 1,213 0.05% 0.05% 361 0 0.0% Q2 2026 Jul 22, 2026
Causey Wealth LLC History No change 7,366 1,212 0.47% 0.47% 362 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 7,250 1,193 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 7,253 1,193 0.07% 0.07% 364 0 0.0% Q2 2026 Aug 11, 2026
Five Oceans Advisors History No change 7,166 1,179 0.38% 0.38% 365 0 0.0% Q2 2026 Jul 15, 2026
KINTRA WEALTH, LLC History No change 6,711 1,162 0.06% 0.06% 366 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 7,056 1,161 0.19% 0.19% 367 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,984 1,149 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 6,978 1,148 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 31, 2026
Truepoint, Inc. History No change 6,964 1,146 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 31, 2026
INTRUST BANK NA History No change 6,955 1,144 0.08% 0.08% 371 0 0.0% Q2 2026 Aug 05, 2026
Intergy Private Wealth, LLC History No change 6,926 1,139 0.26% 0.26% 372 0 0.0% Q2 2026 Jul 17, 2026
LANARK FINANCIAL, INC. History No change 6,865 1,130 0.08% 0.08% 373 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 6,858 1,128 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 6,840 1,125 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 6,809 1,120 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 30, 2026
Roberts Financial Services LLC History No change 6,797 1,118 0.33% 0.33% 377 0 0.0% Q2 2026 Aug 06, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 6,765 1,113 0.04% 0.04% 378 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 6,742 1,109 0.07% 0.07% 379 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6,691 1,101 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 6,639 1,092 0.03% 0.03% 381 0 0.0% Q2 2026 Jul 07, 2026
Fifth Third Wealth Advisors LLC History No change 6,613 1,088 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,555 1,078 0.02% 0.02% 383 0 0.0% Q2 2026 Jul 17, 2026
Johnson Financial Group, Inc. History No change 6,555 1,078 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 10, 2026
Viewpoint Capital Management LLC History No change 6,522 1,073 0.55% 0.55% 385 0 0.0% Q2 2026 Aug 04, 2026
Global Wealth Management Investment Advisory, Inc. History No change 6,490 1,068 0.15% 0.15% 386 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 6,463 1,065 0.06% 0.06% 387 0 0.0% Q2 2026 Jul 14, 2026
DAVENPORT & Co LLC History No change 6,459 1,063 0.01% 0.01% 388 0 0.0% Q2 2026 Jul 13, 2026
MCF Advisors LLC History No change 6,419 1,056 0.04% 0.04% 389 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 6,325 1,041 0.05% 0.05% 390 0 0.0% Q2 2026 Aug 20, 2026
Harbour Capital Advisors, LLC History No change 6,150 1,017 0.19% 0.19% 391 0 0.0% Q2 2026 Jul 15, 2026
Stegner Investment Associates Inc. History No change 6,181 1,017 0.48% 0.48% 392 0 0.0% Q2 2026 Jul 24, 2026
STAR Financial Bank History No change 6,180 1,017 0.41% 0.41% 393 0 0.0% Q2 2026 Aug 07, 2026
SACKS & ASSOCIATES, LLC History Reduced 6,322 1,016 0.71% 0.73% 394 -176 -2.71% Q3 2026 Oct 09, 2026
Auxano Advisors, LLC History No change 6,168 1,015 0.19% 0.19% 395 0 0.0% Q2 2026 Aug 07, 2026
MYCIO WEALTH PARTNERS, LLC History No change 6,124 1,007 0.19% 0.19% 396 0 0.0% Q2 2026 Aug 12, 2026
Tranquility Partners, LLC History No change 6,040 994 0.34% 0.34% 397 0 0.0% Q2 2026 Jul 23, 2026
SEI INVESTMENTS CO History No change 6,012 989 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 14, 2026
Asempa Wealth Advisors History Reduced 6,006 971 0.74% 1.0% 399 -2,166 -26.51% Q3 2026 Oct 07, 2026
IHT Wealth Management, LLC History No change 5,872 966 0.02% 0.02% 400 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 5,845 962 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 5,850 962 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 15, 2026
Prosperity Planning, Inc. History Reduced 5,976 960 0.21% 0.23% 404 -110 -1.81% Q3 2026 Oct 08, 2026
Revolve Wealth Partners, LLC History No change 5,836 960 0.1% 0.1% 403 0 0.0% Q2 2026 Jul 09, 2026
Crescent Grove Advisors, LLC History No change 5,814 956 0.08% 0.08% 405 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 5,745 945 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,730 943 0.2% 0.2% 407 0 0.0% Q2 2026 Aug 05, 2026
Camelot Portfolios, LLC History No change 5,708 939 0.66% 0.66% 408 0 0.0% Q2 2026 Jul 17, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 5,692 936 0.96% 0.96% 409 0 0.0% Q2 2026 Jul 31, 2026
Thomasville National Bank History No change 5,657 931 0.05% 0.05% 410 0 0.0% Q2 2026 Jul 20, 2026
Jacobs Equity LLC History No change 5,635 927 0.64% 0.64% 411 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 5,608 923 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,549 913 0.01% 0.01% 413 0 0.0% Q2 2026 Sep 23, 2026
TWO SIGMA SECURITIES, LLC History No change 5,514 907 0.08% 0.08% 414 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 5,466 899 0.09% 0.09% 415 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Planning Group, LLC History No change 5,458 898 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 31, 2026
Mesirow Financial Investment Management, Inc. History No change 5,442 895 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 22, 2026
B.O.S.S. Retirement Advisors, LLC History No change 5,437 894 0.24% 0.24% 418 0 0.0% Q2 2026 Jul 20, 2026
ROCKLAND TRUST CO History Added to 5,549 891 0.03% 0.03% 419 +826 17.49% Q3 2026 Oct 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,400 888 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 5,367 883 0.24% 0.24% 421 0 0.0% Q2 2026 Aug 05, 2026
MONETARY MANAGEMENT GROUP INC History No change 5,350 880 0.18% 0.18% 422 0 0.0% Q2 2026 Aug 12, 2026
CALTON & ASSOCIATES, INC. History No change 5,337 878 0.13% 0.13% 423 0 0.0% Q2 2026 Aug 10, 2026
Trivium Point Advisory, LLC History No change 5,307 873 0.08% 0.08% 424 0 0.0% Q2 2026 Aug 06, 2026
Gryphon Financial Partners LLC History No change 5,245 863 0.08% 0.08% 425 0 0.0% Q2 2026 Aug 05, 2026
New Age Alpha Advisors, LLC History No change 5,162 849 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,156 848 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 5,158 848 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 5,799 846 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 5,136 845 0.19% 0.19% 430 0 0.0% Q2 2026 Aug 13, 2026
DAVIS R M INC History No change 5,132 844 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,120 842 0.03% 0.03% 432 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 5,095 838 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 28, 2026
Alesco Advisors, LLC, An ESL Co History No change 5,040 829 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 05, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 4,953 824 0.16% 0.16% 435 0 0.0% Q2 2026 Jul 27, 2026
Freestone Capital Holdings, LLC History No change 5,004 823 0.02% 0.02% 436 0 0.0% Q2 2026 Jul 31, 2026
49 WEALTH MANAGEMENT, LLC History No change 5,002 823 0.16% 0.16% 437 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 5,002 823 0.16% 0.16% 438 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 4,999 822 0.03% 0.03% 439 0 0.0% Q2 2026 Aug 14, 2026
One Day In July LLC History No change 4,991 821 0.06% 0.06% 440 0 0.0% Q2 2026 Aug 03, 2026
Simmons Bank History No change 4,942 813 0.05% 0.05% 441 0 0.0% Q2 2026 Jul 31, 2026
Valeo Financial Advisors, LLC History Reduced 5,026 809 0.02% 0.02% 442 -12 -0.24% Q3 2026 Oct 08, 2026
STEVENS CAPITAL PARTNERS History No change 4,904 807 0.15% 0.15% 443 0 0.0% Q2 2026 Aug 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 4,954 796 0.07% 0.07% 444 +116 2.4% Q3 2026 Oct 07, 2026
Capital Group Private Client Services, Inc. History No change 4,788 788 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 4,770 785 0.04% 0.04% 446 0 0.0% Q2 2026 Aug 04, 2026
City Center Advisors, LLC History Reduced 4,877 783 0.6% 0.65% 447 -12 -0.25% Q3 2026 Oct 07, 2026
Allworth Financial LP History No change 4,743 780 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST BANK History No change 4,666 768 0.05% 0.05% 449 0 0.0% Q2 2026 Aug 05, 2026
Smith & Howard Wealth Management, LLC History No change 4,617 759 0.15% 0.15% 450 0 0.0% Q2 2026 Aug 03, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 4,615 759 0.51% 0.51% 451 0 0.0% Q2 2026 Jul 15, 2026
Missouri Trust & Investment Co History No change 4,465 746 0.2% 0.2% 452 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 4,530 745 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 4,482 737 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 23, 2026
Perennial Investment Advisors, LLC History No change 4,426 728 0.05% 0.05% 455 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 4,415 726 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 29, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,391 722 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 4,377 720 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 4,376 720 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 03, 2026
Essex Financial Services, Inc. History No change 4,340 714 0.04% 0.04% 460 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 4,326 712 0.28% 0.28% 461 0 0.0% Q2 2026 Aug 07, 2026
Bensler, LLC History No change 4,323 711 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 23, 2026
RiverGlades Family Offices LLC History No change 4,294 706 0.32% 0.32% 463 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Group, LLC /NE/ History No change 4,295 706 0.44% 0.44% 464 0 0.0% Q2 2026 Aug 11, 2026
Geometric Wealth Advisors History No change 4,288 705 0.08% 0.08% 465 0 0.0% Q2 2026 Aug 11, 2026
Northern Lights Advisors, Inc. History No change 4,261 701 0.38% 0.38% 466 0 0.0% Q2 2026 Aug 06, 2026
Port Capital LLC History No change 4,258 700 0.03% 0.03% 467 0 0.0% Q2 2026 Aug 14, 2026
FLP Wealth Management, LLC History No change 4,232 696 1.24% 1.24% 468 0 0.0% Q2 2026 Jul 28, 2026
Annex Advisory Services, LLC History No change 4,226 695 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Bancorp, Inc. History No change 4,195 690 0.18% 0.18% 470 0 0.0% Q2 2026 Jul 28, 2026
Busey Bank History No change 4,184 688 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 4,177 687 0.01% 0.01% 472 0 0.0% Q2 2026 Jul 31, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 4,170 686 0.24% 0.24% 473 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 4,156 684 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 4,156 684 0.03% 0.03% 475 0 0.0% Q2 2026 Jul 09, 2026
Principle Wealth Partners LLC History No change 4,110 676 0.03% 0.03% 476 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,105 675 0.02% 0.02% 477 0 0.0% Q2 2026 Jul 31, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,072 670 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Advisors, Inc. History No change 4,067 669 0.47% 0.47% 479 0 0.0% Q2 2026 Oct 07, 2026
Dorsey & Whitney Trust CO LLC History No change 4,052 666 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 14, 2026
Skyline Advisors, Inc. History No change 4,038 664 0.21% 0.21% 481 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History New 4,129 663 0.02% — 482 +4,129 New Q3 2026 Oct 08, 2026
WILLNER & HELLER, LLC History No change 4,004 659 0.41% 0.41% 483 0 0.0% Q2 2026 Jul 07, 2026
Parkshore Wealth Management, Inc. History No change 4,005 659 0.19% 0.19% 484 0 0.0% Q2 2026 Aug 07, 2026
SAX WEALTH ADVISORS, LLC History No change 4,502 656 0.03% 0.03% 485 0 0.0% Q2 2026 Jul 09, 2026
Apella Capital, LLC History Added to 4,028 655 0.01% 0.01% 486 +28 0.7% Q3 2026 Oct 08, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 4,014 652 0.09% 0.1% 487 -30 -0.74% Q3 2026 Oct 08, 2026
Manchester Capital Management LLC History No change 3,931 647 0.08% 0.08% 488 0 0.0% Q2 2026 Aug 13, 2026
Enclave Advisors LLC History No change 3,931 647 0.08% 0.08% 489 0 0.0% Q2 2026 Jul 14, 2026
Decker Retirement Planning Inc. History No change 3,932 647 0.22% 0.22% 490 0 0.0% Q2 2026 Jul 16, 2026
Paladin Partners, LLC History No change 4,030 647 0.4% 0.44% 491 0 0.0% Q3 2026 Oct 06, 2026
American Trust History No change 3,927 646 0.05% 0.05% 492 0 0.0% Q2 2026 Aug 14, 2026
EIGHT 31 FINANCIAL, LLC History No change 3,929 646 0.38% 0.38% 493 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 3,914 644 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 17, 2026
Zhang Financial LLC History No change 3,902 642 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 30, 2026
Oak Asset Management, LLC History No change 3,863 635 0.2% 0.2% 496 0 0.0% Q2 2026 Jul 10, 2026
Composition Wealth, LLC History No change 3,813 627 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 22, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 3,814 627 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 3,815 627 0.02% 0.02% 499 0 0.0% Q2 2026 Jul 15, 2026
JP Wealth Management, Inc. History No change 5,868 626 0.4% 0.41% 500 0 0.0% Q3 2026 Oct 07, 2026
Granite Group Advisors, LLC History No change 3,800 625 0.37% 0.37% 501 0 0.0% Q2 2026 Jul 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 3,776 621 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 3,762 619 0.03% 0.03% 503 0 0.0% Q2 2026 Jul 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,837 616 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 3,711 610 0.02% 0.02% 505 0 0.0% Q2 2026 Jul 24, 2026
Evanson Financial, LLC History No change 3,700 609 0.03% 0.03% 506 0 0.0% Q2 2026 Jul 07, 2026
WASHINGTON TRUST Co History No change 3,671 604 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 03, 2026
Advocacy Wealth Management, LLC History No change 3,675 604 0.02% 0.02% 508 0 0.0% Q2 2026 Jul 29, 2026
LongView Wealth Management History No change 3,674 604 0.15% 0.15% 509 0 0.0% Q2 2026 Jul 17, 2026
Financial Alternatives, Inc History No change 3,662 602 0.3% 0.3% 510 0 0.0% Q2 2026 Aug 10, 2026
1ST SOURCE BANK History No change 3,652 601 0.03% 0.03% 511 0 0.0% Q2 2026 Aug 06, 2026
Berkeley, Inc History No change 3,645 600 0.19% 0.19% 512 0 0.0% Q2 2026 Jul 24, 2026
Sherman Wealth Management LLC History No change 3,649 600 0.45% 0.45% 513 0 0.0% Q2 2026 Jul 09, 2026
Pinion Investment Advisors, LLC History No change 3,635 598 0.11% 0.11% 514 0 0.0% Q2 2026 Aug 06, 2026
Guidance Point Advisors, LLC History No change 3,611 594 0.13% 0.13% 515 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 3,614 594 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 13, 2026
Guardian Asset Advisors, LLC History No change 3,592 591 0.27% 0.27% 517 0 0.0% Q2 2026 Jul 21, 2026
Parcion Private Wealth LLC History No change 3,589 590 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 27, 2026
Finley Financial, LLC History No change 3,565 586 0.24% 0.24% 519 0 0.0% Q2 2026 Jul 08, 2026
Centennial Advisors, LLC History No change 3,559 585 0.7% 0.7% 520 0 0.0% Q2 2026 Jul 27, 2026
CPC Advisors, LLC History No change 3,545 583 0.08% 0.08% 521 0 0.0% Q2 2026 Jul 24, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 3,540 582 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 3,541 582 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 22, 2026
Baker Ellis Asset Management LLC History No change 3,517 578 0.06% 0.06% 524 0 0.0% Q2 2026 Jul 23, 2026
Compass Ion Advisors, LLC History No change 3,503 576 0.05% 0.05% 525 0 0.0% Q2 2026 Aug 12, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 3,478 572 0.2% 0.2% 526 0 0.0% Q2 2026 Aug 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,480 572 0.09% 0.09% 527 0 0.0% Q2 2026 Jul 14, 2026
Russell Investments Group, Ltd. History No change 3,454 568 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 06, 2026
Next Capital Management LLC History No change 3,427 564 0.15% 0.15% 529 0 0.0% Q2 2026 Aug 03, 2026
21 West Wealth Management LLC History No change 3,422 563 0.48% 0.48% 530 0 0.0% Q2 2026 Jul 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 3,410 561 0.03% 0.03% 531 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 3,405 560 0.02% 0.02% 532 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,395 558 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
BEARING POINT CAPITAL, LLC History No change 3,391 558 0.08% 0.08% 534 0 0.0% Q2 2026 Aug 11, 2026
Chevy Chase Trust Holdings, LLC History No change 3,373 555 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC / MO History No change 3,362 553 0.37% 0.37% 536 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 3,354 552 0.03% 0.03% 537 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,316 545 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 3,287 541 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 12, 2026
Pallas Capital Advisors LLC History No change 3,268 537 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 07, 2026
Allen Investment Management, LLC History No change 3,245 534 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 05, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,229 531 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 3,211 528 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 17, 2026
JFS WEALTH ADVISORS, LLC History No change 3,168 521 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 10, 2026
WealthPlan Investment Management, LLC History No change 3,162 520 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 28, 2026
Icon Wealth Advisors, LLC History No change 3,165 520 0.03% 0.03% 546 0 0.0% Q2 2026 Aug 05, 2026
Drucker Wealth 3.0, LLC History No change 3,139 516 0.08% 0.08% 547 0 0.0% Q2 2026 Jul 13, 2026
ANDERSON HOAGLAND & CO History No change 3,100 510 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 06, 2026
Rockbridge Investment Management, LCC History No change 3,103 510 0.04% 0.04% 549 0 0.0% Q2 2026 Aug 14, 2026
NCM Capital Management, LLC History No change 3,100 510 0.16% 0.16% 550 0 0.0% Q2 2026 Aug 14, 2026
Topsail Wealth Management, LLC History No change 3,084 507 0.06% 0.06% 551 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,478 506 0.09% 0.09% 552 0 0.0% Q2 2026 Aug 03, 2026
Grove Bank & Trust History No change 3,141 504 0.05% 0.05% 553 0 0.0% Q3 2026 Oct 08, 2026
Navigation Wealth Management, Inc. History No change 3,065 504 0.69% 0.69% 554 0 0.0% Q2 2026 Jul 16, 2026
Colonial Trust Co / SC History No change 3,065 504 0.06% 0.06% 555 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 3,060 503 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 3,051 502 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 3,033 499 0.44% 0.44% 558 0 0.0% Q2 2026 Aug 04, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,022 497 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 27, 2026
First Bancorp, Inc /ME/ History No change 3,010 495 0.2% 0.2% 560 0 0.0% Q2 2026 Aug 11, 2026
Firestone Capital Management History No change 3,010 495 0.09% 0.09% 561 0 0.0% Q2 2026 Jul 31, 2026
PITTENGER & ANDERSON INC History No change 3,000 493 0.02% 0.02% 562 0 0.0% Q2 2026 Jul 27, 2026
BCS Wealth Management History No change 3,000 493 0.09% 0.09% 563 0 0.0% Q2 2026 Jul 16, 2026
PINNACLE ASSOCIATES LTD History No change 2,984 491 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 03, 2026
FIRST UNITED BANK & TRUST History No change 2,981 490 0.14% 0.14% 565 0 0.0% Q2 2026 Jul 20, 2026
Breakwater Capital Group History Added to 3,044 489 0.06% 0.06% 566 +5 0.16% Q3 2026 Oct 08, 2026
Asset One Wealth Management LLC History No change 2,962 489 0.05% 0.05% 567 0 0.0% Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History No change 2,966 488 0.21% 0.21% 568 0 0.0% Q2 2026 Jul 17, 2026
Fortitude Family Office, LLC History No change 2,960 487 0.09% 0.09% 569 0 0.0% Q2 2026 Jul 20, 2026
American Wealth Advisors, LLC History No change 2,960 487 0.46% 0.46% 570 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisors, LLC History No change 2,958 486 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 2,954 486 0.03% 0.03% 572 0 0.0% Q2 2026 Aug 06, 2026
APPLETON PARTNERS INC/MA History No change 2,946 485 0.03% 0.03% 573 0 0.0% Q2 2026 Jul 21, 2026
Trexquant Investment LP History No change 2,946 484 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 14, 2026
Partners in Financial Planning History No change 2,919 480 0.07% 0.07% 575 0 0.0% Q2 2026 Aug 10, 2026
DIVERSIFIED MANAGEMENT INC History Added to 2,976 478 0.08% 0.1% 576 +101 3.51% Q3 2026 Oct 08, 2026
Trilogy Capital Inc. History No change 2,910 478 0.02% 0.02% 577 0 0.0% Q2 2026 Jul 02, 2026
DAGCO, INC. History No change 2,866 471 0.09% 0.09% 578 0 0.0% Q2 2026 Jul 10, 2026
DAVIDSON TRUST CO History No change 2,920 469 0.19% 0.19% 579 0 0.0% Q3 2026 Oct 09, 2026
Valmark Advisers, Inc. History No change 2,851 469 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 2,839 467 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 09, 2026
CreativeOne Wealth, LLC History No change 2,839 467 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,821 464 0.03% 0.03% 583 0 0.0% Q2 2026 Jul 28, 2026
Bridgewater Advisors Inc. History No change 2,742 462 0.03% 0.03% 584 0 0.0% Q2 2026 Aug 05, 2026
PLANNING DIRECTIONS INC History No change 2,791 459 0.21% 0.21% 585 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 2,777 457 0.09% 0.09% 586 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Financial Group History No change 2,775 456 0.34% 0.34% 587 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Partners, LLC History No change 2,771 456 0.1% 0.1% 588 0 0.0% Q2 2026 Jul 22, 2026
Perigon Wealth Management, LLC History No change 2,761 454 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 2,752 453 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 31, 2026
Florida Trust Wealth Management Co History No change 2,749 452 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 27, 2026
SMART Wealth LLC History No change 2,752 452 0.1% 0.1% 592 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 2,746 451 0.04% 0.04% 593 0 0.0% Q2 2026 Aug 04, 2026
Caprock Group, LLC History No change 2,692 443 0.01% 0.01% 594 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 2,616 443 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 29, 2026
R.H. Investment Group, LLC History No change 2,688 442 0.33% 0.33% 596 0 0.0% Q2 2026 Aug 06, 2026
Holland Advisory Services, Inc. History No change 2,685 441 0.49% 0.49% 597 0 0.0% Q2 2026 Jul 13, 2026
Cherry Tree Wealth Management, LLC History No change 2,676 440 0.08% 0.08% 598 0 0.0% Q2 2026 Sep 15, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,667 438 0.15% 0.15% 599 0 0.0% Q2 2026 Jul 07, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,662 438 0.1% 0.1% 600 0 0.0% Q2 2026 Aug 10, 2026
XY Planning Network, Inc. History No change 2,646 435 0.05% 0.05% 601 0 0.0% Q2 2026 Jul 14, 2026
ROMAN BUTLER FULLERTON & CO History No change 2,614 433 0.1% 0.1% 602 0 0.0% Q2 2026 Aug 06, 2026
NTV ASSET MANAGEMENT LLC History No change 2,626 432 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 05, 2026
BTC Capital Management, Inc. History No change 2,619 431 0.03% 0.03% 604 0 0.0% Q2 2026 Jul 16, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 2,614 430 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 07, 2026
McKinley Carter Wealth Services, Inc. History No change 2,616 430 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 28, 2026
Triad Wealth Partners, LLC History No change 2,531 427 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,581 424 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 2,574 423 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 23, 2026
Granite Harbor Advisors, Inc. History No change 2,571 423 0.17% 0.17% 610 0 0.0% Q2 2026 Jul 31, 2026
Integrity Wealth Solutions LLC History No change 2,571 423 0.16% 0.16% 611 0 0.0% Q2 2026 Jul 30, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 2,540 418 0.08% 0.08% 612 0 0.0% Q2 2026 Jul 17, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 2,533 417 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 11, 2026
New Republic Capital, LLC History No change 2,537 417 0.1% 0.1% 614 0 0.0% Q2 2026 Jul 31, 2026
Ancora Advisors LLC History No change 2,528 416 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 14, 2026
Cohen Capital Management, Inc. History No change 2,532 416 0.06% 0.06% 616 0 0.0% Q2 2026 Jul 07, 2026
ACIMA PRIVATE WEALTH, LLC History No change 2,585 415 0.12% 0.12% 617 0 0.0% Q3 2026 Oct 05, 2026
Millington Financial Advisors, LLC History No change 2,500 415 0.16% 0.16% 618 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 2,512 413 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 04, 2026
Mathes Company, Inc. History No change 2,500 412 0.13% 0.13% 620 0 0.0% Q2 2026 Aug 11, 2026
Ballast, Inc. History No change 2,487 409 0.08% 0.08% 621 0 0.0% Q2 2026 Jul 10, 2026
Qube Research & Technologies Ltd History No change 2,467 406 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 2,449 403 0.13% 0.13% 623 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 2,407 403 0.15% 0.15% 624 0 0.0% Q2 2026 Jul 28, 2026
Level Wealth Management LLC History No change 2,448 402 0.16% 0.16% 625 0 0.0% Q2 2026 Jul 28, 2026
First Western Trust Bank History No change 2,430 399 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 29, 2026
Strategies Wealth Advisors, LLC History No change 2,420 398 0.04% 0.04% 627 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,416 397 0.02% 0.02% 628 0 0.0% Q2 2026 Jul 15, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 2,415 397 0.09% 0.09% 629 0 0.0% Q2 2026 Jul 15, 2026
VANGUARD ADVISERS INC History No change 2,406 396 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
LJI Wealth Management, LLC History No change 2,398 394 0.06% 0.06% 631 0 0.0% Q2 2026 Jul 31, 2026
Diversify Advisory Services, LLC History No change 2,344 392 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,344 392 0.01% 0.01% 633 0 0.0% Q2 2026 Jul 29, 2026
Family Legacy, Inc. History No change 2,374 390 0.1% 0.1% 634 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 2,364 389 0.04% 0.04% 635 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 2,362 388 0.03% 0.03% 636 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 2,354 387 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 07, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 2,392 384 0.1% 0.11% 638 -192 -7.43% Q3 2026 Oct 02, 2026
Clark Capital Management Group, Inc. History No change 2,331 383 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 2,326 382 0.01% 0.01% 640 0 0.0% Q2 2026 Jul 31, 2026
KilterHowling LLC History No change 2,324 382 0.17% 0.17% 641 0 0.0% Q2 2026 Aug 11, 2026
Centennial Bank/AR/ History No change 2,319 381 0.12% 0.12% 642 0 0.0% Q2 2026 Aug 10, 2026
Linscomb Wealth, Inc. History No change 2,305 379 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 31, 2026
POSTROCK PARTNERS LLC History No change 2,306 379 0.15% 0.15% 644 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 2,288 378 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 22, 2026
THEORY FINANCIAL LLC History No change 2,293 377 0.12% 0.12% 646 0 0.0% Q2 2026 Jul 31, 2026
BCGM Wealth Management, LLC History No change 2,281 375 0.08% 0.08% 647 0 0.0% Q2 2026 Aug 04, 2026
PRUDENTIAL FINANCIAL INC History No change 2,270 373 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 12, 2026
RDA Financial Network History No change 2,263 372 0.08% 0.08% 649 0 0.0% Q2 2026 Jul 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,259 371 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 30, 2026
EASTERN BANK History Reduced 2,284 367 0.01% 0.01% 652 -112 -4.67% Q3 2026 Oct 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 2,235 367 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 15, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,227 366 0.05% 0.05% 653 0 0.0% Q2 2026 Aug 13, 2026
AIRE ADVISORS, LLC History No change 2,189 360 0.06% 0.06% 654 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 2,186 359 0.05% 0.05% 655 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 2,180 358 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 03, 2026
Essex Bank History No change 2,170 357 0.08% 0.08% 657 0 0.0% Q2 2026 Jul 23, 2026
J. M. Brown & Associates Inc. History No change 2,163 356 0.2% 0.2% 658 0 0.0% Q2 2026 Jul 23, 2026
FLAGSTAR SECURITIES, INC History No change 2,136 351 0.11% 0.11% 659 0 0.0% Q2 2026 Jul 15, 2026
Wealth Watch Advisors, INC History No change 2,135 351 0.11% 0.11% 660 0 0.0% Q2 2026 Aug 14, 2026
Argentarii, LLC History No change 2,037 349 0.11% 0.11% 661 0 0.0% Q2 2026 Aug 12, 2026
MAIRS & POWER INC History No change 2,112 348 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 2,108 346 0.09% 0.09% 663 0 0.0% Q2 2026 Jul 23, 2026
CIBC WORLD MARKET INC. History No change 2,102 345 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 2,084 343 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 07, 2026
Lee, Kelleher & Klein Wealth Management History No change 2,135 343 0.18% 0.18% 666 0 0.0% Q3 2026 Oct 08, 2026
Elevation Wealth Management LLC History No change 2,083 342 0.26% 0.26% 667 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Strategies, LLC History No change 2,070 340 0.05% 0.05% 668 0 0.0% Q2 2026 Jul 21, 2026
Magnus Financial Group LLC History No change 2,067 340 0.02% 0.02% 669 0 0.0% Q2 2026 Jul 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,067 340 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 03, 2026
FSA Advisors, Inc. History No change 2,051 337 0.15% 0.15% 671 0 0.0% Q2 2026 Aug 17, 2026
S.E.E.D. Planning Group LLC History New 2,091 336 0.08% — 672 +2,091 New Q3 2026 Oct 07, 2026
VILLERE ST DENIS J & CO LLC History No change 2,033 334 0.04% 0.04% 673 0 0.0% Q2 2026 Aug 07, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,035 334 0.06% 0.06% 674 0 0.0% Q2 2026 Jul 27, 2026
Elm Partners Management LLC History No change 2,031 334 0.01% 0.01% 675 0 0.0% Q2 2026 Oct 07, 2026
LifePlan Investment Advisors, Inc. History No change 2,035 334 0.11% 0.11% 676 0 0.0% Q2 2026 Aug 11, 2026
Howard Capital Management, LLC History No change 2,027 333 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2,028 333 0.11% 0.11% 678 0 0.0% Q2 2026 Jul 17, 2026
Verdence Capital Advisors LLC History No change 2,002 329 0.02% 0.02% 679 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 1,999 328 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 11, 2026
UNION SAVINGS BANK History No change 1,990 327 0.13% 0.13% 681 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Advisors, LLC History No change 1,980 325 0.02% 0.02% 682 0 0.0% Q2 2026 Aug 11, 2026
Investmark Advisory Group LLC History No change 1,976 325 0.12% 0.12% 683 0 0.0% Q2 2026 Aug 07, 2026
SkyOak Wealth, LLC History No change 1,969 324 0.05% 0.05% 684 0 0.0% Q2 2026 Jul 30, 2026
BAYBAN History No change 1,966 323 0.25% 0.25% 685 0 0.0% Q2 2026 Jul 30, 2026
Douglass Winthrop Advisors, LLC History No change 1,942 319 0.01% 0.01% 686 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 1,934 318 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 1,930 317 0.04% 0.04% 688 0 0.0% Q2 2026 Aug 12, 2026
FIRST HAWAIIAN BANK History No change 1,921 316 0.04% 0.04% 689 0 0.0% Q2 2026 Jul 13, 2026
Orgel Wealth Management, LLC History No change 1,923 316 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 13, 2026
Fragasso Financial Advisors Inc History No change 1,918 315 0.02% 0.02% 691 0 0.0% Q2 2026 Jul 09, 2026
MONECO ADVISORS, LLC History No change 1,918 315 0.02% 0.02% 692 0 0.0% Q2 2026 Aug 11, 2026
Tailwinds Wealth, LLC History No change 1,919 315 0.19% 0.19% 693 0 0.0% Q2 2026 Jul 13, 2026
TME FINANCIAL, INC. History No change 1,908 314 0.19% 0.19% 694 0 0.0% Q2 2026 Jul 23, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,906 313 0.01% 0.01% 695 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 1,899 312 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 14, 2026
Peak Financial Management, Inc. History No change 1,900 312 0.07% 0.07% 697 0 0.0% Q2 2026 Jul 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,900 312 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 10, 2026
Ruggaard & Associates LLC History No change 1,894 311 0.11% 0.11% 699 0 0.0% Q2 2026 Aug 17, 2026
FOSTER & MOTLEY INC History No change 1,856 305 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 07, 2026
River Wealth Advisors LLC History No change 1,859 305 0.03% 0.03% 701 0 0.0% Q2 2026 Aug 04, 2026
Koss-Olinger Consulting, LLC History No change 1,852 304 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 10, 2026
RAHLFS CAPITAL, LLC History No change 1,850 304 0.22% 0.22% 703 0 0.0% Q2 2026 Jul 28, 2026
Sage Mountain Advisors LLC History No change 1,842 303 0.02% 0.02% 704 0 0.0% Q2 2026 Aug 05, 2026
Quadcap Wealth Management, LLC History No change 1,841 303 0.03% 0.03% 705 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 1,840 302 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,811 298 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,799 296 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 1,800 296 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 1,797 295 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 17, 2026
Joel Adams & Associates, Inc. History No change 1,793 295 0.19% 0.19% 711 0 0.0% Q2 2026 Aug 06, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 1,781 293 0.05% 0.05% 712 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 1,781 293 0.04% 0.04% 713 0 0.0% Q2 2026 Aug 05, 2026
Cyndeo Wealth Partners, LLC History No change 1,778 292 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 21, 2026
Insight Inv LLC History No change 1,752 288 0.14% 0.14% 715 0 0.0% Q2 2026 Jul 23, 2026
Foundation Wealth Management, LLC\PA History No change 1,743 286 0.09% 0.09% 716 0 0.0% Q2 2026 Jul 21, 2026
Calamos Wealth Management LLC History No change 1,726 284 0.01% 0.01% 717 0 0.0% Q2 2026 Jul 31, 2026
Montecito Bank & Trust History Reduced 1,765 283 0.04% 0.04% 719 -46 -2.54% Q3 2026 Oct 01, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,723 283 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,717 282 0.01% 0.01% 720 0 0.0% Q2 2026 Jul 17, 2026
Key FInancial Inc History No change 1,708 281 0.05% 0.05% 721 0 0.0% Q2 2026 Jul 24, 2026
IBEX WEALTH ADVISORS History No change 1,703 280 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 27, 2026
Balefire, LLC History Reduced 1,730 278 0.04% 0.05% 723 -55 -3.08% Q3 2026 Oct 09, 2026
Sterling Investment Counsel, LLC History No change 1,688 277 0.07% 0.07% 724 0 0.0% Q2 2026 Jul 20, 2026
Legacy Advisors, LLC History No change 1,680 276 0.03% 0.03% 725 0 0.0% Q2 2026 Jul 24, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,611 275 0.09% 0.09% 726 0 0.0% Q2 2026 Aug 13, 2026
Edgemoor Investment Advisors, Inc. History No change 1,670 275 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 07, 2026
Heritage Investment Group, Inc. History No change 1,673 275 0.04% 0.04% 728 0 0.0% Q2 2026 Jul 29, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,672 275 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,675 275 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 20, 2026
SYM FINANCIAL Corp History No change 1,665 274 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 04, 2026
Unified Investment Management History No change 1,665 274 0.25% 0.25% 732 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History No change 1,704 273 0.02% 0.02% 733 0 0.0% Q3 2026 Oct 07, 2026
Kestra Investment Management, LLC History No change 1,664 273 0.01% 0.01% 734 0 0.0% Q2 2026 Aug 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,700 273 0.18% 0.19% 735 0 0.0% Q3 2026 Oct 09, 2026
BostonPremier Wealth LLC History No change 1,656 272 0.12% 0.12% 736 0 0.0% Q2 2026 Jul 24, 2026
Vigil Wealth Management, LLC History No change 1,653 272 0.19% 0.19% 737 0 0.0% Q2 2026 Aug 05, 2026
Chesley Taft & Associates LLC History No change 1,646 270 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 08, 2026
Empower Advisory Group, LLC History No change 1,638 269 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 12, 2026
Fiera Capital Corp History No change 1,634 268 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 07, 2026
RFG Advisory, LLC History No change 1,623 267 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 15, 2026
WEST MICHIGAN ADVISORS, LLC History No change 1,623 267 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 21, 2026
Coston, McIsaac & Partners History No change 1,623 267 0.05% 0.05% 743 0 0.0% Q2 2026 Aug 12, 2026
Convergence Financial, LLC History No change 1,618 266 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 05, 2026
TBH Global Asset Management, LLC History No change 1,614 265 0.05% 0.05% 745 0 0.0% Q2 2026 Aug 05, 2026
OARSMAN CAPITAL, INC. History No change 1,602 263 0.03% 0.03% 746 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 1,593 262 0.15% 0.15% 747 0 0.0% Q2 2026 Jul 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,585 261 0.02% 0.02% 748 0 0.0% Q2 2026 Jul 22, 2026
Align Financial, LLC History No change 1,589 261 0.13% 0.13% 749 0 0.0% Q2 2026 Jul 27, 2026
LAWOOD & CO History Reduced 1,622 260 0.18% 0.18% 750 -18 -1.1% Q3 2026 Oct 09, 2026
FDx Advisors, Inc. History No change 1,576 259 0.08% 0.08% 751 0 0.0% Q2 2026 Aug 04, 2026
Lynx Investment Advisory History No change 1,570 258 0.08% 0.08% 752 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 1,565 257 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 12, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,563 257 0.03% 0.03% 754 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History Reduced 1,595 256 0.02% 0.11% 756 -7,859 -83.13% Q3 2026 Oct 08, 2026
Madden Advisory Services, Inc. History No change 1,559 256 0.09% 0.09% 755 0 0.0% Q2 2026 Aug 04, 2026
Triangle Securities Wealth Management History No change 1,552 255 0.05% 0.05% 757 0 0.0% Q2 2026 Jul 14, 2026
Cordant, Inc. History No change 1,545 254 0.09% 0.09% 758 0 0.0% Q2 2026 Jul 14, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 1,520 250 0.06% 0.06% 759 0 0.0% Q2 2026 Jul 22, 2026
Neumann Capital Management, LLC History No change 1,524 250 0.17% 0.17% 760 0 0.0% Q2 2026 Jul 10, 2026
Visionary Wealth Advisors History No change 1,519 249 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 13, 2026
Wealth Science Advisors LLC History No change 1,554 249 0.1% 0.11% 762 0 0.0% Q3 2026 Oct 09, 2026
ASSOCIATED BANC-CORP History No change 1,511 248 0.01% 0.01% 763 0 0.0% Q2 2026 Jul 31, 2026
Arbor Investment Advisors, LLC History No change 1,497 246 0.03% 0.03% 764 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,487 245 0.07% 0.07% 765 0 0.0% Q2 2026 Jul 30, 2026
Financial Sense Advisors, Inc. History No change 1,480 243 0.05% 0.05% 766 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 1,480 243 0.03% 0.03% 767 0 0.0% Q2 2026 Jul 30, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,473 242 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 1,470 241 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 20, 2026
Versant Capital Management, Inc History No change 1,505 241 0.02% 0.02% 770 0 0.0% Q3 2026 Oct 01, 2026
New England Private Wealth Advisors LLC History No change 1,445 240 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 04, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 1,461 240 0.16% 0.16% 772 0 0.0% Q2 2026 Jul 22, 2026
Moors & Cabot, Inc. History No change 1,454 239 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 10, 2026
Synergy Financial Group, LTD History No change 1,455 239 0.17% 0.17% 774 0 0.0% Q2 2026 Aug 04, 2026
Foundation Wealth Management, LLC History No change 1,443 237 0.14% 0.14% 775 0 0.0% Q2 2026 Jul 30, 2026
TCV Trust & Wealth Management, Inc. History No change 1,434 236 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 24, 2026
Accelerate Investment Advisors LLC History No change 1,438 236 0.14% 0.14% 777 0 0.0% Q2 2026 Aug 12, 2026
1832 Asset Management L.P. History No change 1,431 235 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 1,420 233 0.1% 0.1% 779 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC FINANCIAL GROUP INC History No change 1,415 232 0.11% 0.11% 780 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,412 232 0.01% 0.01% 781 0 0.0% Q2 2026 Aug 05, 2026
CAPITAL ADVISORS INC/OK History No change 1,399 230 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 22, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,400 230 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 1,403 230 0.11% 0.11% 784 0 0.0% Q2 2026 Aug 14, 2026
SmartHarvest Portfolios, LLC History No change 1,401 230 0.07% 0.07% 785 0 0.0% Q2 2026 Aug 04, 2026
Campion Asset Management History No change 1,390 228 0.14% 0.14% 786 0 0.0% Q2 2026 Jul 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 1,377 226 0.02% 0.02% 787 0 0.0% Q2 2026 Jul 28, 2026
Independence Bank of Kentucky History No change 1,378 226 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 13, 2026
Verum Partners LLC History No change 1,377 226 0.03% 0.03% 789 0 0.0% Q2 2026 Jul 22, 2026
Gallacher Capital Management LLC History No change 1,373 226 0.13% 0.13% 790 0 0.0% Q2 2026 Jul 16, 2026
Facet Wealth, Inc. History No change 1,369 225 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 1,363 224 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 16, 2026
Curi Capital, LLC History No change 1,360 223 0.0% 0.0% 793 0 0.0% Q2 2026 Aug 14, 2026
Independent Solutions Wealth Management, LLC History No change 1,358 223 0.03% 0.03% 794 0 0.0% Q2 2026 Jul 29, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 1,352 222 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History No change 1,362 222 0.04% 0.04% 796 0 0.0% Q2 2026 Jul 20, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 1,335 220 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 1,335 219 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 1,332 219 0.03% 0.03% 799 0 0.0% Q2 2026 Aug 03, 2026
Austin Wealth Management, LLC History No change 1,318 218 0.05% 0.05% 800 0 0.0% Q2 2026 Jul 22, 2026
REAP Financial Group, LLC History No change 1,326 218 0.04% 0.04% 801 0 0.0% Q2 2026 Aug 04, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 1,319 217 0.01% 0.01% 802 0 0.0% Q2 2026 Sep 11, 2026
AlphaCore Capital LLC History No change 1,324 217 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 06, 2026
Wealth Care LLC History No change 1,315 216 0.17% 0.17% 804 0 0.0% Q2 2026 Jul 15, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 1,311 215 0.03% 0.03% 805 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 1,299 214 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 17, 2026
BLB&B Advisors, LLC History No change 1,301 214 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 1,305 214 0.02% 0.02% 808 0 0.0% Q2 2026 Sep 15, 2026
Operose Advisors LLC History No change 1,306 214 0.04% 0.04% 809 0 0.0% Q2 2026 Aug 13, 2026
W ADVISORS, LLC History No change 1,303 214 0.1% 0.1% 810 0 0.0% Q2 2026 Jul 31, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,296 213 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 1,298 213 0.02% 0.02% 812 0 0.0% Q2 2026 Aug 06, 2026
Three Bridge Wealth Advisors, LLC History No change 1,300 213 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 27, 2026
Peregrine Asset Advisers, Inc. History No change 1,292 212 0.05% 0.05% 814 0 0.0% Q2 2026 Aug 10, 2026
Synergy Asset Management, LLC History No change 1,291 212 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 22, 2026
SHUFRO ROSE & CO LLC History No change 1,283 211 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 1,283 211 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 22, 2026
Everhart Financial Group, Inc. History No change 1,318 211 0.01% 0.01% 818 0 0.0% Q3 2026 Oct 08, 2026
FIDUCIARY TRUST CO History No change 1,276 210 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 13, 2026
WEST BANCORPORATION INC History No change 1,278 210 0.09% 0.09% 820 0 0.0% Q2 2026 Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,278 210 0.02% 0.02% 821 0 0.0% Q2 2026 Aug 05, 2026
Tanager Wealth Management LLP History No change 1,278 210 0.02% 0.02% 822 0 0.0% Q2 2026 Jul 23, 2026
BancFirst Trust & Investment Management History No change 1,271 209 0.09% 0.09% 823 0 0.0% Q2 2026 Jul 23, 2026
First Citizens Financial Corp History No change 1,297 208 0.09% 0.09% 824 0 0.0% Q3 2026 Oct 02, 2026
Narus Financial Partners, LLC History No change 1,260 207 0.05% 0.05% 825 0 0.0% Q2 2026 Jul 31, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 1,258 207 0.02% 0.02% 826 0 0.0% Q2 2026 Sep 02, 2026
WELCH & FORBES LLC History No change 1,257 206 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 30, 2026
MEANS INVESTMENT CO., INC. History No change 1,254 206 0.02% 0.02% 828 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 1,254 206 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 1,252 206 0.02% 0.02% 830 0 0.0% Q2 2026 Aug 05, 2026
YHB Investment Advisors, Inc. History No change 1,270 204 0.01% 0.01% 831 0 0.0% Q3 2026 Oct 08, 2026
Providence Capital Advisors, LLC History No change 1,245 204 0.03% 0.03% 832 0 0.0% Q2 2026 Aug 11, 2026
WRAPMANAGER INC History No change 1,239 203 0.06% 0.06% 833 0 0.0% Q2 2026 Aug 05, 2026
Madison Asset Management, LLC History No change 1,234 203 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 10, 2026
HOWE & RUSLING INC History No change 1,225 201 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,223 201 0.02% 0.02% 836 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 1,217 195 0.01% 0.01% 838 +140 13.0% Q3 2026 Oct 08, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 1,189 195 0.06% 0.06% 837 0 0.0% Q2 2026 Jul 24, 2026
BOK Financial Private Wealth, Inc. History No change 1,169 192 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 07, 2026
ARIEL INVESTMENTS, LLC History No change 1,145 188 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,146 188 0.08% 0.08% 841 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 1,124 185 0.01% 0.01% 842 0 0.0% Q2 2026 Jul 21, 2026
Synergy Investment Management, LLC History No change 1,112 183 0.04% 0.04% 843 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 1,111 182 0.12% 0.12% 844 0 0.0% Q2 2026 Jul 28, 2026
Prestige Wealth Management Group LLC History No change 1,076 177 0.03% 0.03% 845 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 1,050 170 0.08% — 847 +1,050 New Q3 2026 Oct 02, 2026
Hamilton Point Investment Advisors, LLC History No change 1,039 170 0.02% 0.02% 846 0 0.0% Q2 2026 Jul 28, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,018 167 0.09% 0.09% 848 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 1,010 166 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 28, 2026
High Note Wealth, LLC History No change 992 163 0.03% 0.03% 850 0 0.0% Q2 2026 Jul 23, 2026
Realta Investment Advisors History No change 969 159 0.05% 0.05% 851 0 0.0% Q2 2026 Jul 20, 2026
DUNCKER STREETT & CO INC History No change 961 158 0.03% 0.03% 852 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 948 156 0.0% 0.0% 853 0 0.0% Q2 2026 Jul 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 946 155 0.07% 0.07% 854 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 914 150 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 10, 2026
Midwest Capital Advisors, LLC History No change 913 150 0.06% 0.06% 856 0 0.0% Q2 2026 Jul 28, 2026
Rialto Wealth Management, LLC History No change 913 150 0.03% 0.03% 857 0 0.0% Q2 2026 Aug 11, 2026
Burk Holdings LLC History No change 902 148 0.05% 0.05% 858 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 886 145 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 863 142 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 862 142 0.02% 0.02% 861 0 0.0% Q2 2026 Jul 23, 2026
Cordgrass Capital Advisors, LLC History No change 862 141 0.05% 0.05% 862 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 861 138 0.04% 0.04% 863 +13 1.53% Q3 2026 Oct 07, 2026
Bare Financial Services, Inc History No change 784 129 0.03% 0.03% 864 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 779 128 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 28, 2026
Holos Integrated Wealth LLC History No change 767 127 0.06% 0.06% 866 0 0.0% Q2 2026 Jul 15, 2026
Addison Advisors LLC History No change 743 122 0.06% 0.06% 867 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History Added to 749 120 0.01% 0.01% 868 +32 4.46% Q3 2026 Oct 09, 2026
Private Wealth Management Group, LLC History No change 720 118 0.03% 0.03% 869 0 0.0% Q2 2026 Jul 27, 2026
Pflug Koory, LLC History No change 714 117 0.05% 0.05% 870 0 0.0% Q2 2026 Jul 21, 2026
Harbor Asset Planning, Inc. History No change 693 114 0.09% 0.09% 871 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History Reduced 709 113 0.0% 0.0% 872 -71 -9.1% Q3 2026 Oct 08, 2026
Parvin Asset Management, LLC History No change 691 113 0.09% 0.09% 873 0 0.0% Q2 2026 Aug 14, 2026
Cutler Capital Management, LLC History No change 684 112 0.03% 0.03% 874 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 682 112 0.01% 0.01% 875 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 683 112 0.06% 0.06% 876 0 0.0% Q2 2026 Aug 10, 2026
STEPH & CO History No change 679 109 0.03% 0.03% 877 0 0.0% Q3 2026 Oct 07, 2026
Acropolis Investment Management, LLC History No change 666 107 0.0% 0.0% 878 0 0.0% Q3 2026 Oct 08, 2026
Smithfield Trust Co History No change 614 102 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 05, 2026
Avalon Trust Co History No change 600 98 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 06, 2026
Provident Wealth Management, LLC History No change 596 98 0.03% 0.03% 881 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Added to 601 97 0.0% 0.0% 882 +2 0.33% Q3 2026 Oct 02, 2026
Legacies Wealth LLC History No change 591 97 0.05% 0.05% 883 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 579 95 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 04, 2026
Golden State Wealth Management, LLC History No change 572 94 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 22, 2026
Transamerica Financial Advisors, LLC History No change 568 93 0.01% 0.01% 886 0 0.0% Q2 2026 Aug 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 559 92 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 05, 2026
BankPlus Trust Department History No change 557 91 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 28, 2026
Strive Financial Group ,LLC History No change 535 88 0.04% 0.04% 889 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 525 86 0.02% 0.02% 890 0 0.0% Q2 2026 Sep 02, 2026
Riverview Trust Co History No change 520 85 0.1% 0.1% 891 0 0.0% Q2 2026 Jul 31, 2026
GoalVest Advisory LLC History No change 531 85 0.01% 0.02% 892 0 0.0% Q3 2026 Oct 02, 2026
Bravera Wealth History No change 515 84 0.03% 0.03% 893 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 494 84 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 499 82 0.04% 0.04% 895 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 502 82 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History No change 494 81 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 498 81 0.0% 0.0% 898 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 491 80 0.02% 0.02% 899 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 475 78 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 27, 2026
Olistico Wealth, LLC History Reduced 474 76 0.03% 0.04% 902 -30 -5.95% Q3 2026 Oct 05, 2026
CoreFirst Bank & Trust History No change 465 76 0.04% 0.04% 901 0 0.0% Q2 2026 Aug 05, 2026
Downshift Financial, LLC History No change 464 76 0.03% 0.03% 903 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History No change 466 74 0.01% 0.01% 904 0 0.0% Q3 2026 Oct 06, 2026
Colonial Trust Advisors History No change 450 74 0.01% 0.01% 905 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 444 73 0.02% 0.02% 906 0 0.0% Q2 2026 Jul 14, 2026
Asset Dedication, LLC History No change 438 72 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Advisors LLC History No change 500 70 0.06% 0.06% 908 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 435 69 0.0% 0.0% 909 +11 2.59% Q3 2026 Oct 09, 2026
Capital Investment Advisory Services, LLC History No change 416 68 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 387 63 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 13, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 379 62 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 16, 2026
Hilton Head Capital Partners, LLC History No change 370 60 0.03% 0.03% 913 0 0.0% Q2 2026 Jul 27, 2026
Fairman Group, LLC History No change 345 56 0.04% 0.04% 914 0 0.0% Q2 2026 Aug 04, 2026
JNBA Financial Advisors History No change 339 55 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 23, 2026
Aventura Private Wealth, LLC History No change 324 53 0.02% 0.02% 916 0 0.0% Q2 2026 Jul 15, 2026
Biltmore Family Office, LLC History No change 310 51 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 12, 2026
Copia Wealth Management History No change 308 50 0.03% 0.03% 918 0 0.0% Q2 2026 Aug 17, 2026
HM PAYSON & CO History No change 300 49 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 17, 2026
Basecamp Wealth Advisors LLC History No change 300 49 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 303 48 0.01% 0.01% 921 0 0.0% Q3 2026 Oct 07, 2026
Kimelman & Baird, LLC History No change 284 46 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 18, 2026
Horizons Wealth Management History New 279 44 0.03% — 924 +279 New Q3 2026 Oct 05, 2026
Windsor Advisory Group, LLC History No change 270 44 0.03% 0.03% 923 0 0.0% Q2 2026 Aug 14, 2026
Glen Eagle Advisors, LLC History No change 264 43 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 261 42 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 03, 2026
LOWE BROCKENBROUGH & CO INC History No change 250 41 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 251 41 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 16, 2026
IMA Advisory Services, Inc. History No change 250 41 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 10, 2026
Register Financial Advisors LLC History No change 254 41 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 15, 2026
Nova Wealth Management, Inc. History No change 252 41 0.02% 0.02% 931 0 0.0% Q2 2026 Jul 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 251 41 0.08% 0.08% 932 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History No change 255 40 0.01% 0.01% 933 0 0.0% Q3 2026 Oct 05, 2026
Gen-Wealth Partners Inc History No change 248 40 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History No change 247 40 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 238 39 0.0% 0.0% 936 0 0.0% Q2 2026 Jul 29, 2026
Abound Wealth Management History No change 240 39 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 10, 2026
Forum Finance Group S.A. History No change 285 38 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 14, 2026
Trifecta Capital Advisors, LLC History No change 220 36 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 03, 2026
American Capital Advisory, LLC History No change 220 36 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 28, 2026
MCDONALD PARTNERS LLC History No change 218 35 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 28, 2026
Brooklyn FI, LLC History No change 212 35 0.01% 0.01% 942 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL CONSULATE, INC History No change 207 34 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 211 34 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 20, 2026
Rossmore Private Capital History No change 210 34 0.0% 0.0% 945 0 0.0% Q2 2026 Jul 31, 2026
Bank of New Hampshire History No change 213 34 0.01% 0.01% 946 0 0.0% Q3 2026 Oct 06, 2026
Crews Bank & Trust History No change 208 34 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 16, 2026
Strategic Wealth Partners, Ltd. History No change 201 33 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 12, 2026
Global Trust Asset Management, LLC History No change 205 33 0.01% 0.01% 949 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 200 32 0.0% 0.0% 950 0 0.0% Q2 2026 Jul 27, 2026
Peachtree Investment Partners, LLC History No change 195 32 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 06, 2026
Mechanics Financial Corp History No change 197 32 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 05, 2026
TOWER TRUST & INVESTMENT Co History No change 190 31 0.02% 0.02% 953 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 179 29 0.01% 0.01% 954 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 171 28 0.01% 0.01% 955 0 0.0% Q2 2026 Jul 13, 2026
Roxbury Financial LLC History No change 177 28 0.02% 0.02% 956 0 0.0% Q3 2026 Oct 01, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 168 27 0.01% 0.01% 957 0 0.0% Q2 2026 Sep 18, 2026
Financial Gravity Companies, Inc. History No change 170 27 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 167 27 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 31, 2026
ALBION FINANCIAL GROUP /UT History No change 162 26 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 22, 2026
Allied Private Wealth LLC History No change 163 26 0.02% 0.02% 961 0 0.0% Q2 2026 Jul 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 146 24 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 148 24 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 04, 2026
Hara Capital LLC History No change 148 24 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 150 24 0.02% 0.02% 965 0 0.0% Q2 2026 Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 144 23 0.0% 0.0% 966 0 0.0% Q2 2026 Jul 14, 2026
SHP Wealth Management History No change 140 23 0.0% 0.0% 967 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Capital Management, LLC History No change 139 23 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 13, 2026
Field & Main Bank History No change 134 22 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 19, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 128 21 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 18, 2026
Pinnacle Wealth Planning Services, Inc. History No change 128 21 0.0% 0.0% 971 0 0.0% Q2 2026 Aug 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 129 21 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History No change 136 21 0.01% 0.01% 973 0 0.0% Q3 2026 Oct 02, 2026
Darwin Wealth Management, LLC History No change 122 20 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 21, 2026
MRP Capital Investments, LLC History No change 122 20 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History No change 121 20 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 30, 2026
Center for Financial Planning, Inc. History No change 116 19 0.0% 0.0% 977 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 121 19 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 04, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 119 19 0.01% 0.01% 979 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Trust, LLC History No change 111 18 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 06, 2026
Front Row Advisors LLC History No change 109 18 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 112 18 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 107 17 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 105 17 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 100 16 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 95 16 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 92 15 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 13, 2026
Elevated Capital Advisors, LLC History No change 97 15 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 03, 2026
MOTCO History No change 87 14 0.0% 0.0% 989 0 0.0% Q2 2026 Jul 31, 2026
SFAM, LLC History No change 89 14 0.01% 0.01% 990 0 0.0% Q2 2026 Aug 13, 2026
MilWealth Group LLC History No change 88 14 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 03, 2026
AMERIFLEX GROUP, INC. History No change 85 14 0.01% 0.01% 992 0 0.0% Q2 2026 Aug 13, 2026
Bullock Wealth Management Group History No change 87 14 0.01% 0.01% 993 0 0.0% Q3 2026 Oct 09, 2026
Indiana Trust & Investment Management Co History No change 80 13 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 22, 2026
Jackson, Grant Investment Advisers, Inc. History No change 81 13 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Financial Management LLC History No change 82 13 0.01% 0.01% 996 0 0.0% Q2 2026 Aug 28, 2026
Markowski Investments History No change 81 13 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History New 75 12 0.0% — 999 +75 New Q3 2026 Oct 05, 2026
HHM Wealth Advisors, LLC History No change 78 12 0.0% 0.0% 998 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 74 11 0.0% 0.0% 1000 0 0.0% Q3 2026 Oct 07, 2026
CNB Bank History No change 69 11 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 65 10 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 05, 2026
Tower View Wealth Management LLC History No change 61 10 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 24, 2026
one8zero8, LLC History No change 65 10 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 10, 2026
Moisand Fitzgerald Tamayo, LLC History No change 57 9 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 13, 2026
Investment Research & Advisory Group, Inc. History No change 55 9 0.0% 0.0% 1006 0 0.0% Q2 2026 Jul 23, 2026
DB Fitzpatrick & Co, Inc History No change 55 9 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 16, 2026
Breakwater Investment Management History No change 55 9 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 06, 2026
Ares Financial Consulting, LLC History No change 61 9 0.01% 0.01% 1009 0 0.0% Q2 2026 Jul 09, 2026
Davis Capital Management History New 52 8 0.0% — 1013 +52 New Q3 2026 Oct 08, 2026
Beaird Harris Wealth Management, LLC History No change 50 8 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 08, 2026
Provenance Wealth Advisors, LLC History No change 49 8 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 51 8 0.01% 0.01% 1012 0 0.0% Q2 2026 Jul 02, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 48 7 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 03, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 45 7 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 29, 2026
Silver Grove Financial Group, Inc. History No change 48 7 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 13, 2026
FIRST COMMUNITY TRUST NA History No change 41 6 0.0% 0.0% 1017 0 0.0% Q3 2026 Oct 07, 2026
CHELSEA COUNSEL CO History No change 42 6 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 42 6 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 40 6 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 40 6 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 10, 2026
10Elms LLP History No change 37 6 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 34 5 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 08, 2026
Daytona Street Capital LLC History No change 34 5 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 03, 2026
WOLFF WIESE MAGANA LLC History No change 28 4 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 13, 2026
DecisionPoint Financial, LLC History No change 25 4 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 05, 2026
Nemes Rush Group LLC History No change 30 4 0.0% 0.0% 1027 0 0.0% Q2 2026 Aug 14, 2026
Anchor Bay Capital, Inc. History No change 27 4 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 11, 2026
Robinswood Financial LLC History No change 25 4 0.0% 0.0% 1029 0 0.0% Q2 2026 Jul 14, 2026
ARVEST INVESTMENTS, INC. History No change 20 3 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 21 3 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 08, 2026
SITTNER & NELSON, LLC History No change 20 3 0.0% 0.0% 1032 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 22 3 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 07, 2026
PFS Partners, LLC History No change 19 3 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 20, 2026
Reyes Financial Architecture, Inc. History No change 21 3 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 16, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 20 3 0.0% 0.0% 1036 0 0.0% Q2 2026 Jul 24, 2026
GILL CAPITAL PARTNERS, LLC History No change 16 2 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 20, 2026
Community Financial Services Group, LLC History No change 13 2 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 09, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 18 2 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 14, 2026
GGM Financial LLC History No change 14 2 0.0% 0.0% 1040 0 0.0% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History No change 17 2 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 31, 2026
Clean Yield Group History No change 12 1 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 05, 2026
Quaker Wealth Management, LLC History No change 12 1 0.0% 0.0% 1043 0 0.0% Q2 2026 Jul 24, 2026
Kilter Group LLC History No change 7 1 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 11, 2026
BLUELINE ADVISORS LLC History No change 6 1 0.0% 0.0% 1045 0 0.0% Q2 2026 Jul 27, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.07% — -1,886 -100.0% Q3 2026 Oct 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -1,378 -100.0% Q3 2026 Oct 08, 2026
Montz Harcus Wealth Management LLC History Closed out 0 0 — 0.08% — -1,289 -100.0% Q3 2026 Oct 09, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2026 Oct 05, 2026
Horizon Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Fortis Group Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Activest Wealth Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Main Street Group, LTD History No change 5 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
YANKCOM Partnership History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026