SPDR S&P MIDCAP 400 ETF TRUST - MDY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 1,946,508 1,369,056 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,235,352 868,873 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,178,967 829,215 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,049,595 738,222 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 963,812 677,888 0.74% 0.74% 5 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 151,789 655,936 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 906,280 637,422 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 903,341 635,355 0.34% 0.34% 8 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 849,491 597,481 1.74% 1.74% 9 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 693,381 487,682 0.24% 0.24% 10 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 651,062 457,917 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 488,839 343,820 0.09% 0.09% 12 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 477,136 335,589 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 473,430 332,982 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 412,840 290,366 1.95% 1.95% 15 0 0.0% Q2 2026 Jul 20, 2026
JANE STREET GROUP, LLC History No change 402,900 283,375 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 291,654 205,133 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 285,765 199,441 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 283,087 198,947 0.62% 0.62% 19 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 271,019 190,627 0.72% 0.72% 20 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 265,846 186,980 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 03, 2026
Creative Planning History No change 236,181 166,115 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 234,897 165,212 0.16% 0.16% 23 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 226,432 159,258 0.22% 0.22% 24 0 0.0% Q2 2026 Aug 27, 2026
Arvest Bank Trust Division History No change 224,334 157,783 7.69% 7.69% 25 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 244,920 151,056 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 14, 2026
Conservest Capital Advisors, Inc. History No change 208,394 146,574 11.66% 11.66% 27 0 0.0% Q2 2026 Jul 22, 2026
LPL Financial LLC History No change 166,179 116,880 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 07, 2026
Generali Asset Management SPA SGR History No change 164,778 115,894 2.1% 2.1% 29 0 0.0% Q2 2026 Jul 30, 2026
Bank of New York Mellon Corp History No change 161,143 113,338 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 06, 2026
WADDELL & ASSOCIATES, LLC History No change 154,726 108,824 5.38% 5.38% 31 0 0.0% Q2 2026 Jul 15, 2026
SG Americas Securities, LLC History No change 143,035 100,602 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 07, 2026
WELCH & FORBES LLC History No change 142,173 99,996 1.22% 1.22% 33 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 139,760 98,299 0.12% 0.12% 34 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 139,449 98,080 0.43% 0.43% 35 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 134,929 94,900 0.01% 0.01% 36 0 0.0% Q2 2026 Sep 02, 2026
WHITTIER TRUST CO History No change 131,409 91,547 0.9% 0.9% 37 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 120,108 84,477 0.1% 0.1% 38 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 119,454 84,016 0.32% 0.32% 39 0 0.0% Q2 2026 Aug 11, 2026
Hills Bank & Trust Co History No change 111,587 78,483 3.34% 3.34% 40 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 110,435 77,673 0.12% 0.12% 41 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 104,807 73,670 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 101,656 71,671 3.03% 3.03% 43 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 101,693 71,528 0.07% 0.07% 44 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 96,420 67,900 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 89,737 63,115 0.01% 0.01% 46 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 88,675 62,368 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 85,773 60,376 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 83,440 58,686 0.98% 0.98% 49 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 83,263 58,562 0.09% 0.09% 50 0 0.0% Q2 2026 Aug 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 81,882 57,590 2.29% 2.29% 51 0 0.0% Q2 2026 Aug 14, 2026
WASHINGTON TRUST Co History No change 81,402 57,253 1.78% 1.78% 52 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 76,091 53,517 0.14% 0.14% 53 0 0.0% Q2 2026 Aug 11, 2026
Henshaw Capital LLC History No change 73,000 51,343 1.67% 1.67% 54 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 72,534 51,017 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 69,882 49,150 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 67,963 47,801 0.07% 0.07% 57 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 66,690 46,905 0.06% 0.06% 58 0 0.0% Q2 2026 Jul 29, 2026
Portland Global Advisors LLC History No change 63,792 44,867 4.26% 4.26% 59 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 63,175 44,540 0.56% 0.56% 60 0 0.0% Q2 2026 Jul 24, 2026
Midwest Trust Co History No change 62,409 43,894 0.5% 0.5% 61 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 62,245 42,832 0.8% 0.8% 62 0 0.0% Q2 2026 Jul 27, 2026
SMITH, MOORE & CO. History No change 60,828 42,782 2.78% 2.78% 63 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 59,492 41,843 0.5% 0.5% 64 0 0.0% Q2 2026 Aug 07, 2026
PITTENGER & ANDERSON INC History No change 58,735 41,310 1.48% 1.48% 65 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 57,763 40,627 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 56,835 39,974 10.21% 10.21% 67 0 0.0% Q2 2026 Jul 08, 2026
PINNACLE ASSOCIATES LTD History No change 56,215 39,538 0.43% 0.43% 68 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 54,500 38,332 0.17% 0.17% 69 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 52,970 37,255 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 50,859 35,815 0.1% 0.1% 71 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 50,915 35,810 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
Crewe Advisors LLC History No change 50,124 35,254 2.55% 2.55% 73 0 0.0% Q2 2026 Jul 23, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 50,072 35,217 0.98% 0.98% 74 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 49,926 35,114 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 49,860 35,068 0.4% 0.4% 76 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 49,110 33,877 0.06% 0.06% 77 0 0.0% Q2 2026 Jul 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 51,162 33,598 0.89% 0.99% 78 -3,074 -5.67% Q3 2026 Oct 05, 2026
Pinnacle Financial Partners, Inc. History No change 46,580 32,761 0.22% 0.22% 79 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 45,654 32,110 0.89% 0.89% 80 0 0.0% Q2 2026 Aug 04, 2026
Janney Montgomery Scott LLC History No change 44,841 31,539 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 44,808 31,515 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 19, 2026
Chicago Partners Investment Group LLC History No change 45,473 31,282 0.63% 0.63% 83 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Advisors, LLC History No change 44,423 31,244 0.29% 0.29% 84 0 0.0% Q2 2026 Aug 06, 2026
LCM Capital Management Inc History No change 44,192 31,081 13.51% 13.51% 85 0 0.0% Q2 2026 Jul 30, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 44,041 30,975 3.65% 3.65% 86 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 43,991 30,940 0.29% 0.29% 87 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History No change 43,944 30,907 4.26% 4.26% 88 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 43,225 30,401 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 12, 2026
Ascent Wealth Partners, LLC History No change 43,120 30,328 3.03% 3.03% 90 0 0.0% Q2 2026 Jul 31, 2026
CUMBERLAND ADVISORS INC History No change 42,307 29,756 10.48% 10.48% 91 0 0.0% Q2 2026 Jul 21, 2026
Savant Capital, LLC History No change 44,623 29,515 0.09% 0.09% 92 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 41,640 29,287 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 41,488 29,180 1.24% 1.24% 94 0 0.0% Q2 2026 Jul 29, 2026
Tandem Wealth Advisors LLC History No change 41,156 28,946 11.52% 11.52% 95 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 41,042 28,867 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 400 28,133 3.46% 3.46% 97 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 39,989 28,125 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 39,554 27,819 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 13, 2026
CONNING INC. History No change 38,022 26,742 0.8% 0.8% 100 0 0.0% Q2 2026 Jul 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 38,000 26,726 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 37,833 26,610 0.06% 0.06% 102 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 37,574 26,490 0.41% 0.41% 103 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 36,927 25,972 0.19% 0.19% 104 0 0.0% Q2 2026 Jul 23, 2026
1ST SOURCE BANK History No change 36,184 25,449 1.15% 1.15% 105 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 36,180 25,446 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 35,518 24,981 0.3% 0.3% 107 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 35,015 24,627 0.08% 0.08% 108 0 0.0% Q2 2026 Jul 28, 2026
SummitTX Capital, L.P. History No change 34,353 24,161 0.62% 0.62% 109 0 0.0% Q2 2026 Aug 14, 2026
Tiller Private Wealth, Inc. History No change 33,454 23,529 7.37% 7.37% 110 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 33,271 23,401 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 07, 2026
Steele Capital Management, Inc. History No change 32,975 23,248 0.86% 0.86% 112 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 32,657 22,969 0.27% 0.27% 113 0 0.0% Q2 2026 Jul 22, 2026
HANCOCK WHITNEY CORP History No change 32,187 22,638 0.38% 0.38% 114 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 31,797 22,363 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 31,534 22,179 1.32% 1.32% 116 0 0.0% Q2 2026 Aug 12, 2026
DC Investments Management, LLC History No change 30,673 21,573 7.36% 7.36% 117 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 30,628 21,542 0.22% 0.22% 118 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 29,521 20,763 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 13, 2026
Curbstone Financial Management Corp History No change 29,434 20,702 3.53% 3.53% 120 0 0.0% Q2 2026 Jul 14, 2026
Waldron Private Wealth LLC History No change 29,380 20,662 0.72% 0.72% 121 0 0.0% Q2 2026 Jul 20, 2026
Passaic Partners LLC History No change 27,485 19,331 1.42% 1.42% 122 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 27,116 19,070 0.3% 0.3% 123 0 0.0% Q2 2026 Jul 22, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 25,046 18,751 4.49% 4.49% 124 0 0.0% Q2 2026 Aug 14, 2026
Serenus Wealth Advisors, LLC History No change 25,895 18,212 3.18% 3.18% 125 0 0.0% Q2 2026 Aug 05, 2026
M&T BANK CORP History No change 25,041 17,612 0.05% 0.05% 126 0 0.0% Q2 2026 Aug 04, 2026
Simmons Bank History No change 23,674 16,650 0.95% 0.95% 127 0 0.0% Q2 2026 Jul 31, 2026
GLENMEDE TRUST CO NA History No change 22,747 15,998 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 22,594 15,891 3.25% 3.25% 129 0 0.0% Q2 2026 Jul 23, 2026
HighPoint Advisor Group LLC History No change 21,962 15,446 0.54% 0.54% 130 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 21,808 15,338 0.08% 0.08% 131 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 21,600 15,192 1.23% 1.23% 132 0 0.0% Q2 2026 Aug 03, 2026
Nitorum Capital, L.P. History No change 21,216 14,922 10.16% 10.16% 133 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 20,975 14,752 2.94% 2.94% 134 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 20,883 14,687 0.1% 0.1% 135 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 20,669 14,556 0.52% 0.52% 136 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 20,657 14,529 0.06% 0.06% 137 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 19,513 13,724 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 19,126 13,452 0.27% 0.27% 139 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 18,752 13,189 0.26% 0.26% 140 0 0.0% Q2 2026 Jul 15, 2026
Callan Family Office, LLC History No change 18,564 13,056 0.26% 0.26% 141 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 18,508 13,017 0.06% 0.06% 142 0 0.0% Q2 2026 Aug 13, 2026
jvl associates llc History No change 19,689 12,929 3.72% 3.93% 143 0 0.0% Q3 2026 Oct 09, 2026
Lutz Financial Services LLC History No change 18,176 12,784 0.78% 0.78% 144 0 0.0% Q2 2026 Aug 05, 2026
Trifecta Capital Advisors, LLC History No change 18,137 12,756 1.64% 1.64% 145 0 0.0% Q2 2026 Aug 03, 2026
Csenge Advisory Group History No change 18,101 12,731 0.52% 0.52% 146 0 0.0% Q2 2026 Aug 10, 2026
Corsicana & Co. History No change 18,003 12,662 6.14% 6.14% 147 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 18,000 12,660 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Thrive Wealth Management, LLC History No change 18,001 12,660 1.61% 1.61% 149 0 0.0% Q2 2026 Jul 07, 2026
FIRST NATIONAL BANK OF OMAHA History No change 17,947 12,528 0.35% 0.35% 150 0 0.0% Q2 2026 Aug 07, 2026
Jump Financial, LLC History No change 17,602 12,380 0.1% 0.1% 151 0 0.0% Q2 2026 Aug 13, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 17,394 12,234 2.75% 2.75% 152 0 0.0% Q2 2026 Aug 07, 2026
Wellspring Financial Advisors, LLC History No change 17,337 12,193 0.8% 0.8% 153 0 0.0% Q2 2026 Jul 20, 2026
Shulman DeMeo Asset Management LLC History Reduced 17,627 11,849 2.34% 2.35% 154 -246 -1.38% Q3 2026 Oct 09, 2026
CENTRAL BANK & TRUST CO History Added to 17,479 11,478 1.64% 1.7% 155 +469 2.76% Q3 2026 Oct 09, 2026
Hummer Financial Advisory Services Inc History No change 17,189 11,315 7.4% 7.97% 156 0 0.0% Q3 2026 Oct 08, 2026
Torrey-Payne Wealth Management, LLC History No change 15,961 11,226 9.23% 9.23% 157 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisors, LLC History No change 15,938 11,209 1.05% 1.05% 158 0 0.0% Q2 2026 Jul 24, 2026
First Financial Bank - Trust Division History Reduced 17,010 11,170 0.81% 0.86% 159 -83 -0.49% Q3 2026 Oct 01, 2026
Redhawk Wealth Advisors, Inc. History No change 15,755 11,081 1.09% 1.09% 160 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 15,676 11,025 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 12, 2026
Harbour Trust & Investment Management Co History No change 15,597 10,969 1.06% 1.06% 162 0 0.0% Q2 2026 Jul 28, 2026
ARVEST INVESTMENTS, INC. History No change 15,536 10,927 1.32% 1.32% 163 0 0.0% Q2 2026 Jul 17, 2026
AGF MANAGEMENT LTD History No change 15,289 10,753 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 10, 2026
GFS Advisors, LLC History No change 123 10,691 1.13% 1.13% 165 0 0.0% Q2 2026 Aug 04, 2026
Evercore Wealth Management, LLC History No change 15,125 10,637 0.15% 0.15% 166 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 15,045 10,581 0.28% 0.28% 167 0 0.0% Q2 2026 Aug 13, 2026
Capstone Financial Advisors, Inc. History No change 14,956 10,519 0.51% 0.51% 168 0 0.0% Q2 2026 Aug 14, 2026
Canopy Partners, LLC History No change 14,921 10,494 3.16% 3.16% 169 0 0.0% Q2 2026 Jul 22, 2026
JONES FINANCIAL COMPANIES LLLP History No change 15,050 10,468 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 14,809 10,415 0.69% 0.69% 171 0 0.0% Q2 2026 Jul 29, 2026
Howard Capital Management, LLC History No change 14,723 10,355 0.12% 0.12% 172 0 0.0% Q2 2026 Jul 28, 2026
Granite FO LLC History No change 14,702 10,340 5.47% 5.47% 173 0 0.0% Q2 2026 Jul 15, 2026
IEQ CAPITAL, LLC History No change 14,582 10,256 0.05% 0.05% 174 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 14,361 10,100 0.06% 0.06% 175 0 0.0% Q2 2026 Aug 11, 2026
Chesley Taft & Associates LLC History No change 14,342 10,087 0.39% 0.39% 176 0 0.0% Q2 2026 Jul 08, 2026
Legal & General Group Plc History No change 14,200 9,986 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 14,160 9,959 0.35% 0.35% 178 0 0.0% Q2 2026 Jul 15, 2026
Montz Harcus Wealth Management LLC History Reduced 15,157 9,954 3.49% 3.99% 179 -768 -4.82% Q3 2026 Oct 09, 2026
World Investment Advisors History No change 16,124 9,947 0.16% 0.16% 180 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 14,018 9,859 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 13,972 9,826 0.29% 0.29% 182 0 0.0% Q2 2026 Aug 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 13,936 9,801 2.64% 2.64% 183 0 0.0% Q2 2026 Aug 07, 2026
Paulson Wealth Management Inc. History No change 13,887 9,766 2.07% 2.07% 184 0 0.0% Q2 2026 Aug 04, 2026
Cyndeo Wealth Partners, LLC History No change 13,739 9,663 0.46% 0.46% 185 0 0.0% Q2 2026 Jul 21, 2026
TKG Advisors, LLC History No change 13,629 9,585 3.33% 3.33% 186 0 0.0% Q2 2026 Jul 27, 2026
BEARING POINT CAPITAL, LLC History No change 13,581 9,552 1.29% 1.29% 187 0 0.0% Q2 2026 Aug 11, 2026
RMR Wealth Builders History No change 13,395 9,420 0.58% 0.58% 188 0 0.0% Q2 2026 Jul 24, 2026
Busey Bank History No change 12,968 9,120 0.22% 0.22% 189 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 12,960 9,115 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 17, 2026
STALEY CAPITAL ADVISERS INC History No change 12,594 8,857 0.35% 0.35% 191 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 12,497 8,810 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 14, 2026
Pacific Center for Financial Services History No change 12,312 8,659 1.93% 1.93% 193 0 0.0% Q2 2026 Aug 05, 2026
Badgley Phelps Wealth Managers, LLC History No change 12,168 8,578 0.15% 0.15% 194 0 0.0% Q2 2026 Jul 31, 2026
Newport Capital Group, LLC History No change 12,055 8,486 4.76% 4.76% 195 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 11,785 8,288 0.11% 0.11% 196 0 0.0% Q2 2026 Aug 12, 2026
Capital Group Private Client Services, Inc. History No change 11,748 8,262 0.12% 0.12% 197 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Advisors, LLC History No change 11,736 8,254 0.94% 0.94% 198 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 11,608 8,164 0.71% 0.71% 199 0 0.0% Q2 2026 Jul 27, 2026
CMG Global Holdings, LLC History No change 11,394 8,013 3.4% 3.4% 200 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History No change 11,355 7,986 0.13% 0.13% 201 0 0.0% Q2 2026 Jul 31, 2026
Sand Hill Global Advisors, LLC History No change 11,309 7,954 0.24% 0.24% 202 0 0.0% Q2 2026 Aug 11, 2026
Elyxium Wealth, LLC History No change 11,270 7,926 0.83% 0.83% 203 0 0.0% Q2 2026 Aug 03, 2026
BOSTON FAMILY OFFICE LLC History No change 11,191 7,871 0.48% 0.48% 204 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History No change 11,177 7,861 0.3% 0.3% 205 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 11,121 7,840 0.09% 0.09% 206 0 0.0% Q2 2026 Aug 12, 2026
HANOVER ADVISORS INC History No change 11,128 7,826 2.82% 2.82% 207 0 0.0% Q2 2026 Aug 12, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 11,094 7,803 3.15% 3.15% 208 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 11,073 7,789 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 11,075 7,789 0.8% 0.8% 210 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 11,007 7,741 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 16, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 10,983 7,724 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 10, 2026
Latigo Investments, LLC History No change 10,962 7,710 3.44% 3.44% 213 0 0.0% Q2 2026 Aug 06, 2026
Alexis Investment Partners, LLC History No change 11,006 7,681 4.49% 4.49% 214 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 10,812 7,604 0.82% 0.82% 215 0 0.0% Q2 2026 Aug 13, 2026
Mechanics Bank Trust Department History No change 10,786 7,586 0.94% 0.94% 216 0 0.0% Q2 2026 Jul 07, 2026
Linscomb Wealth, Inc. History No change 10,708 7,531 0.33% 0.33% 217 0 0.0% Q2 2026 Jul 31, 2026
G&S Capital LLC History No change 10,704 7,528 2.18% 2.18% 218 0 0.0% Q2 2026 Jul 10, 2026
Madison Park Capital Advisors, LLC History No change 10,644 7,486 5.33% 5.33% 219 0 0.0% Q2 2026 Jul 07, 2026
Grove Bank & Trust History Reduced 11,389 7,479 0.74% 0.89% 220 -1,320 -10.39% Q3 2026 Oct 08, 2026
CIBC Bancorp USA Inc. History No change 10,633 7,478 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 10,485 7,374 0.44% 0.44% 222 0 0.0% Q2 2026 Aug 05, 2026
Palisade Asset Management, LLC History No change 10,406 7,318 0.68% 0.68% 223 0 0.0% Q2 2026 Jul 20, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 10,342 7,273 0.63% 0.63% 224 0 0.0% Q2 2026 Aug 07, 2026
Goelzer Investment Management, Inc. History No change 10,292 7,238 0.32% 0.32% 225 0 0.0% Q2 2026 Jul 14, 2026
DIVERSIFIED MANAGEMENT INC History Added to 10,982 7,211 1.26% 1.64% 226 +69 0.63% Q3 2026 Oct 08, 2026
NICOLET BANKSHARES INC History No change 10,279 7,171 0.23% 0.23% 227 0 0.0% Q2 2026 Aug 11, 2026
Hopwood Financial Services, Inc. History No change 10,032 7,055 4.09% 4.09% 228 0 0.0% Q2 2026 Jul 22, 2026
RBF Capital, LLC History No change 10,000 7,033 0.29% 0.29% 229 0 0.0% Q2 2026 Aug 14, 2026
Wilmar Advisors LLC History No change 10,000 7,033 5.09% 5.09% 230 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 9,893 6,958 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 18, 2026
CENTRAL TRUST Co History No change 9,790 6,885 0.12% 0.12% 232 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 9,776 6,875 0.4% 0.4% 233 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 9,668 6,799 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 11, 2026
Sageworth Trust Co History No change 9,569 6,730 0.27% 0.27% 235 0 0.0% Q2 2026 Jul 28, 2026
BARRETT & COMPANY, INC. History No change 9,494 6,677 1.87% 1.87% 236 0 0.0% Q2 2026 Jul 24, 2026
Diversified Portfolios, Inc. History No change 9,483 6,669 0.48% 0.48% 237 0 0.0% Q2 2026 Aug 04, 2026
ADIRONDACK TRUST CO History No change 9,471 6,661 1.98% 1.98% 238 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,452 6,648 0.05% 0.05% 239 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 9,354 6,578 0.13% 0.13% 240 0 0.0% Q2 2026 Aug 07, 2026
Resonant Capital Advisors, LLC History No change 9,319 6,570 0.31% 0.31% 241 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 9,301 6,541 0.07% 0.07% 242 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 9,277 6,525 0.04% 0.04% 243 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 9,231 6,492 0.14% 0.14% 244 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 9,224 6,488 0.05% 0.05% 245 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 9,148 6,434 0.88% 0.88% 246 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 9,113 6,409 0.07% 0.07% 247 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 9,113 6,409 0.62% 0.62% 248 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,972 6,325 0.12% 0.12% 249 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 8,972 6,310 0.54% 0.54% 250 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 8,908 6,265 0.13% 0.13% 251 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 8,898 6,258 0.34% 0.34% 252 0 0.0% Q2 2026 Jul 28, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 10,145 6,257 1.08% 1.08% 253 0 0.0% Q2 2026 Aug 03, 2026
Firestone Capital Management History No change 8,893 6,254 1.16% 1.16% 254 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 8,864 6,234 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
TI-TRUST, INC History No change 8,799 6,188 3.33% 3.33% 256 0 0.0% Q2 2026 Jul 23, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 8,797 6,186 2.49% 2.49% 257 0 0.0% Q2 2026 Aug 06, 2026
Highview Capital Management LLC/DE/ History No change 8,748 6,152 1.77% 1.77% 258 0 0.0% Q2 2026 Aug 11, 2026
Estate Counselors, LLC History No change 8,681 6,105 0.52% 0.52% 259 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 8,655 6,087 0.03% 0.03% 260 0 0.0% Q2 2026 Jul 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,610 6,055 0.15% 0.15% 261 0 0.0% Q2 2026 Jul 31, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,453 5,945 0.07% 0.07% 262 0 0.0% Q2 2026 Aug 06, 2026
AMG National Trust Bank History No change 8,449 5,942 0.12% 0.12% 263 0 0.0% Q2 2026 Aug 06, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 8,433 5,931 2.41% 2.41% 264 0 0.0% Q2 2026 Jul 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 8,403 5,924 0.22% 0.22% 265 0 0.0% Q2 2026 Jul 21, 2026
Ashton Thomas Private Wealth, LLC History No change 8,411 5,915 0.12% 0.12% 266 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 8,398 5,906 0.56% 0.56% 267 0 0.0% Q2 2026 Jul 22, 2026
Bay Rivers Group History No change 8,290 5,830 1.99% 1.99% 268 0 0.0% Q2 2026 Jul 09, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 8,192 5,761 1.24% 1.24% 269 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 8,113 5,706 0.29% 0.29% 270 0 0.0% Q2 2026 Jul 31, 2026
Nicollet Investment Management, Inc. History No change 8,059 5,668 1.75% 1.75% 271 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 8,047 5,659 0.07% 0.07% 272 0 0.0% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History No change 8,039 5,654 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 03, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 8,189 5,651 1.82% 1.82% 274 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD SECURITIES, INC. History No change 7,973 5,607 0.32% 0.32% 275 0 0.0% Q2 2026 Jul 15, 2026
Haverford Trust Co History No change 7,912 5,564 0.05% 0.05% 276 0 0.0% Q2 2026 Aug 12, 2026
SONATA CAPITAL GROUP INC History No change 7,834 5,510 1.78% 1.78% 277 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 7,710 5,422 0.08% 0.08% 278 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History No change 7,708 5,421 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 12, 2026
Peak Asset Management, LLC History No change 7,699 5,415 0.8% 0.8% 280 0 0.0% Q2 2026 Aug 13, 2026
Evensky & Katz LLC History No change 7,654 5,383 0.28% 0.28% 281 0 0.0% Q2 2026 Jul 22, 2026
Williams Jones Wealth Management, LLC. History No change 7,629 5,365 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 05, 2026
Perigon Wealth Management, LLC History No change 7,597 5,343 0.08% 0.08% 283 0 0.0% Q2 2026 Aug 07, 2026
NIXON PEABODY TRUST CO History No change 7,556 5,314 0.38% 0.38% 284 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 7,546 5,307 0.11% 0.11% 285 0 0.0% Q2 2026 Aug 14, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 7,544 5,305 0.49% 0.49% 286 0 0.0% Q2 2026 Jul 09, 2026
ASSOCIATED BANC-CORP History No change 7,528 5,294 0.13% 0.13% 287 0 0.0% Q2 2026 Jul 31, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 7,510 5,282 0.27% 0.27% 288 0 0.0% Q2 2026 Sep 11, 2026
Intrepid Financial Planning Group LLC History No change 7,464 5,250 1.78% 1.78% 289 0 0.0% Q2 2026 Aug 12, 2026
Midwest Financial Group LLC History No change 7,459 5,246 1.84% 1.84% 290 0 0.0% Q2 2026 Jul 21, 2026
Crestwood Advisors Group, LLC History No change 7,419 5,218 0.08% 0.08% 291 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,373 5,185 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 7,308 5,139 0.39% 0.39% 293 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 7,272 5,114 0.07% 0.07% 294 0 0.0% Q2 2026 Aug 10, 2026
Hilltop Holdings Inc. History No change 7,222 5,079 0.39% 0.39% 295 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 7,173 5,045 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Colorado Capital Management, Inc. History No change 7,098 4,992 1.7% 1.7% 297 0 0.0% Q2 2026 Jul 08, 2026
J.W. COLE ADVISORS, INC. History No change 7,093 4,988 0.09% 0.09% 298 0 0.0% Q2 2026 Jul 21, 2026
Modera Wealth Management, LLC History No change 7,047 4,956 0.05% 0.05% 299 0 0.0% Q2 2026 Aug 03, 2026
FLOW TRADERS U.S. LLC History No change 6,967 4,900 0.2% 0.2% 300 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History Added to 7,339 4,819 0.57% 0.62% 301 +42 0.58% Q3 2026 Oct 08, 2026
DAVIS R M INC History No change 6,779 4,779 0.08% 0.08% 302 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 6,786 4,772 0.12% 0.12% 303 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 6,746 4,744 0.41% 0.41% 304 0 0.0% Q2 2026 Jul 09, 2026
Concurrent Investment Advisors, LLC History No change 6,722 4,727 0.04% 0.04% 305 0 0.0% Q2 2026 Jul 27, 2026
Bank of New Hampshire History Reduced 7,164 4,704 1.02% 1.09% 306 -296 -3.97% Q3 2026 Oct 06, 2026
Ballentine Partners, LLC History No change 6,518 4,584 0.06% 0.06% 307 0 0.0% Q2 2026 Jul 17, 2026
Houlihan Financial Resource Group, Ltd. History No change 6,475 4,554 1.62% 1.62% 308 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 6,364 4,476 0.27% 0.27% 309 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,347 4,464 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 28, 2026
UNION SAVINGS BANK History No change 6,347 4,464 1.79% 1.79% 311 0 0.0% Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History No change 6,281 4,417 0.12% 0.12% 312 0 0.0% Q2 2026 Jul 17, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 6,253 4,397 2.67% 2.67% 313 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 6,221 4,375 0.3% 0.3% 314 0 0.0% Q2 2026 Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 6,209 4,367 0.08% 0.08% 315 0 0.0% Q2 2026 Aug 04, 2026
Glen Eagle Advisors, LLC History No change 6,196 4,358 0.55% 0.55% 316 0 0.0% Q2 2026 Aug 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,173 4,341 0.35% 0.35% 317 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Financial Wealth Advisors, LLC History No change 6,106 4,294 1.06% 1.06% 318 0 0.0% Q2 2026 Jul 17, 2026
OneDigital Investment Advisors LLC History No change 6,083 4,278 0.04% 0.04% 319 0 0.0% Q2 2026 Aug 06, 2026
Segment Wealth Management, LLC History No change 6,078 4,274 0.22% 0.22% 320 0 0.0% Q2 2026 Jul 16, 2026
FIRST CITIZENS BANK & TRUST CO History No change 6,052 4,256 0.06% 0.06% 321 0 0.0% Q2 2026 Jul 13, 2026
Joel Isaacson & Co., LLC History No change 6,042 4,249 0.12% 0.12% 322 0 0.0% Q2 2026 Aug 04, 2026
Clear Point Advisors Inc. History No change 6,023 4,236 3.75% 3.75% 323 0 0.0% Q2 2026 Jul 28, 2026
Argent Trust Co History No change 6,009 4,226 0.12% 0.12% 324 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 5,978 4,204 0.09% 0.09% 325 0 0.0% Q2 2026 Jul 30, 2026
HSBC HOLDINGS PLC History No change 5,968 4,196 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Paller Financial Services Inc History No change 5,952 4,186 3.13% 3.13% 327 0 0.0% Q2 2026 Jul 07, 2026
MATRIX ASSET ADVISORS INC/NY History No change 5,926 4,167 0.34% 0.34% 328 0 0.0% Q2 2026 Jul 15, 2026
Tandem Investment Partners LLC History No change 5,923 4,165 3.21% 3.21% 329 0 0.0% Q2 2026 Jul 27, 2026
WOODSTOCK CORP History No change 5,919 4,163 0.35% 0.35% 330 0 0.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,909 4,156 0.05% 0.05% 331 0 0.0% Q2 2026 Jul 28, 2026
FLAGSTAR SECURITIES, INC History No change 5,891 4,153 1.25% 1.25% 332 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,903 4,151 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 5,880 4,135 0.69% 0.69% 334 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 5,835 4,103 0.09% 0.09% 335 0 0.0% Q2 2026 Jul 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,829 4,099 0.06% 0.06% 336 0 0.0% Q2 2026 Aug 03, 2026
Sepio Capital, LP History No change 5,810 4,086 0.21% 0.21% 337 0 0.0% Q2 2026 Jul 28, 2026
Crews Bank & Trust History No change 5,751 4,044 0.53% 0.53% 338 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 5,626 3,956 0.13% 0.13% 339 0 0.0% Q2 2026 Jul 17, 2026
GREENLEAF TRUST History No change 5,597 3,936 0.04% 0.04% 340 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 5,616 3,914 0.32% 0.32% 341 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 5,542 3,897 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 14, 2026
Roan Capital Partners History Added to 5,883 3,863 2.83% 3.24% 343 +329 5.92% Q3 2026 Oct 09, 2026
Audent Global Asset Management, LLC History No change 5,472 3,857 4.31% 4.31% 344 0 0.0% Q2 2026 Aug 04, 2026
ROMANO BROTHERS AND COMPANY History No change 5,452 3,834 0.39% 0.39% 345 0 0.0% Q2 2026 Jul 21, 2026
Sigma Planning Corp History No change 5,384 3,786 0.1% 0.1% 346 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 5,326 3,746 0.02% 0.02% 347 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 5,366 3,740 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 5,274 3,709 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 5,242 3,687 0.14% 0.14% 350 0 0.0% Q2 2026 Aug 17, 2026
CHOREO, LLC History No change 53,516 3,679 0.04% 0.04% 351 0 0.0% Q2 2026 Aug 04, 2026
Winter & Associates, Inc. History No change 5,228 3,677 2.76% 2.76% 352 0 0.0% Q2 2026 Jul 09, 2026
Apella Capital, LLC History Added to 5,523 3,667 0.05% 0.05% 353 +243 4.6% Q3 2026 Oct 08, 2026
SSA SWISS ADVISORS AG History No change 5,198 3,655 1.37% 1.37% 354 0 0.0% Q2 2026 Aug 05, 2026
Crescent Sterling, Ltd. History No change 5,163 3,631 3.25% 3.25% 355 0 0.0% Q2 2026 Jul 07, 2026
Vanguard National Trust Co History No change 5,156 3,626 0.2% 0.2% 356 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,138 3,613 0.02% 0.02% 357 0 0.0% Q2 2026 Sep 23, 2026
Walleye Trading LLC History No change 5,077 3,570 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 03, 2026
GLR Partners, LLC History No change 5,060 3,558 1.66% 1.66% 359 0 0.0% Q2 2026 Jul 27, 2026
SPINNAKER TRUST History No change 5,055 3,555 0.17% 0.17% 360 0 0.0% Q2 2026 Aug 03, 2026
EASTERN BANK History Reduced 5,378 3,531 0.05% 0.06% 361 -70 -1.28% Q3 2026 Oct 05, 2026
Farther Finance Advisors, LLC History Added to 5,358 3,518 0.02% 0.02% 362 +1,737 47.97% Q3 2026 Oct 08, 2026
Pegasus Asset Management, Inc. History No change 4,966 3,492 0.99% 0.99% 363 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,960 3,489 0.06% 0.06% 364 0 0.0% Q2 2026 Aug 10, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 5,030 3,474 0.65% 0.65% 365 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 4,914 3,464 0.11% 0.11% 366 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 4,843 3,406 0.08% 0.08% 367 0 0.0% Q2 2026 Jul 28, 2026
Independence Bank of Kentucky History No change 4,809 3,382 0.38% 0.38% 368 0 0.0% Q2 2026 Jul 13, 2026
Snowden Capital Advisors LLC History No change 4,761 3,356 0.08% 0.08% 369 0 0.0% Q2 2026 Aug 13, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,763 3,350 0.57% 0.57% 370 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History No change 4,759 3,347 0.21% 0.21% 371 0 0.0% Q2 2026 Aug 06, 2026
Asset Management Group, Inc. History No change 4,751 3,341 0.49% 0.49% 372 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 4,733 3,328 2.21% 2.21% 373 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Management, LLC History No change 4,687 3,296 0.1% 0.1% 374 0 0.0% Q2 2026 Aug 05, 2026
WEST PACES ADVISORS INC. History No change 4,671 3,285 0.55% 0.55% 375 0 0.0% Q2 2026 Jul 17, 2026
BLUELINE ADVISORS LLC History No change 4,617 3,249 2.25% 2.25% 376 0 0.0% Q2 2026 Jul 27, 2026
Winthrop Advisory Group LLC History No change 4,590 3,236 0.22% 0.22% 377 0 0.0% Q2 2026 Jul 17, 2026
New England Private Wealth Advisors LLC History No change 4,677 3,230 0.31% 0.31% 378 0 0.0% Q2 2026 Aug 04, 2026
Shoker Investment Counsel, Inc. History No change 4,552 3,201 0.8% 0.8% 379 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 4,520 3,179 0.03% 0.03% 380 0 0.0% Q2 2026 Aug 11, 2026
Orange Investment Advisors, Inc. History No change 4,519 3,178 0.39% 0.39% 381 0 0.0% Q2 2026 Jul 21, 2026
Blue Fin Capital, Inc. History No change 4,509 3,171 0.46% 0.46% 382 0 0.0% Q2 2026 Aug 04, 2026
ELEMENT POINTE ADVISORS, LLC History No change 4,500 3,165 0.51% 0.51% 383 0 0.0% Q2 2026 Aug 07, 2026
WealthBridge Capital Management, LLC History No change 4,438 3,121 0.62% 0.62% 384 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 4,421 3,109 0.19% 0.19% 385 0 0.0% Q2 2026 Jul 23, 2026
Gilman Hill Asset Management, LLC History No change 4,408 3,100 0.42% 0.42% 386 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 4,371 3,074 0.05% 0.05% 387 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 4,370 3,073 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 14, 2026
GHE, LLC History No change 30,067 3,072 1.16% 1.16% 389 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 4,364 3,069 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 4,358 3,065 0.05% 0.05% 391 0 0.0% Q2 2026 Jul 17, 2026
DV Trading LLC History No change 4,353 3,061 0.1% 0.1% 392 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,312 3,040 0.19% 0.19% 393 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 4,265 2,999 0.11% 0.11% 394 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 4,256 2,993 0.03% 0.03% 395 0 0.0% Q2 2026 Aug 07, 2026
Providence Financial Advisors, LLC History No change 4,218 2,966 1.69% 1.69% 396 0 0.0% Q2 2026 Jul 31, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,195 2,957 0.07% 0.07% 397 0 0.0% Q2 2026 Jul 14, 2026
Whitegate Investment Counselors, Inc. History No change 4,150 2,918 0.83% 0.83% 398 0 0.0% Q2 2026 Aug 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,143 2,913 0.03% 0.03% 399 0 0.0% Q2 2026 Jul 30, 2026
Providence First Trust Co History No change 4,114 2,893 0.81% 0.81% 400 0 0.0% Q2 2026 Jul 27, 2026
Cambria Investment Management, L.P. History No change 4,095 2,880 0.14% 0.14% 401 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 4,095 2,880 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 4,090 2,876 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,100 2,872 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 12, 2026
Veracity Capital LLC History No change 4,359 2,862 0.77% 0.83% 405 0 0.0% Q3 2026 Oct 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 4,038 2,839 0.26% 0.26% 406 0 0.0% Q2 2026 Jul 28, 2026
Sterling Investment Advisors, Ltd. History No change 4,026 2,831 0.47% 0.47% 407 0 0.0% Q2 2026 Jul 28, 2026
COURIER CAPITAL LLC History No change 4,013 2,822 0.14% 0.14% 408 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 3,996 2,810 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 14, 2026
Sage Financial Management Group, Inc. History No change 3,981 2,800 0.77% 0.77% 410 0 0.0% Q2 2026 Jul 24, 2026
EQUITABLE TRUST CO History No change 3,977 2,797 0.12% 0.12% 411 0 0.0% Q2 2026 Jul 23, 2026
Banque Transatlantique SA History No change 3,963 2,787 0.06% 0.06% 412 0 0.0% Q2 2026 Jul 30, 2026
All Terrain Financial Advisors, LLC History No change 3,918 2,755 0.45% 0.45% 413 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Advisors Inc. History No change 3,894 2,738 0.47% 0.47% 414 0 0.0% Q2 2026 Jul 16, 2026
Park Capital Management, LLC / WI History No change 3,892 2,737 1.61% 1.61% 415 0 0.0% Q2 2026 Jul 10, 2026
LM Advisors LLC History No change 3,872 2,726 0.31% 0.31% 416 0 0.0% Q2 2026 Aug 12, 2026
ARS Investment Partners, LLC History No change 3,875 2,725 0.12% 0.12% 417 0 0.0% Q2 2026 Jul 09, 2026
INTEGRITY ALLIANCE, LLC. History No change 3,872 2,723 0.09% 0.09% 418 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,908 2,723 0.16% 0.16% 419 0 0.0% Q2 2026 Jul 22, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,864 2,717 0.29% 0.29% 420 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 3,832 2,695 0.02% 0.02% 421 0 0.0% Q2 2026 Sep 08, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 3,820 2,691 0.05% 0.05% 422 0 0.0% Q2 2026 Aug 12, 2026
St. Johns Investment Management Company, LLC History No change 3,819 2,686 1.02% 1.02% 423 0 0.0% Q2 2026 Aug 03, 2026
Financial Life Planners History No change 3,755 2,641 1.7% 1.7% 424 0 0.0% Q2 2026 Jul 21, 2026
Clientfirst Wealth Management, LLC History No change 3,741 2,631 2.16% 2.16% 425 0 0.0% Q2 2026 Jul 30, 2026
DAVIDSON TRUST CO History Added to 3,965 2,603 1.03% 1.03% 426 +227 6.07% Q3 2026 Oct 09, 2026
American Institute for Advanced Investment Management, LLP History No change 3,696 2,599 1.5% 1.5% 427 0 0.0% Q2 2026 Jul 21, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 3,695 2,598 1.55% 1.55% 428 0 0.0% Q2 2026 Jul 31, 2026
Expressive Wealth LLC History No change 3,693 2,597 2.45% 2.45% 429 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 3,687 2,593 0.41% 0.41% 430 0 0.0% Q2 2026 Aug 04, 2026
Intelligent Financial Strategies History No change 3,678 2,593 1.25% 1.25% 431 0 0.0% Q2 2026 Jul 23, 2026
Weil Company, Inc. History No change 3,685 2,591 0.46% 0.46% 432 0 0.0% Q2 2026 Aug 05, 2026
Lewis Asset Management, LLC History No change 3,674 2,584 0.91% 0.91% 433 0 0.0% Q2 2026 Jul 21, 2026
Churchill Financial Advisors, LLC History No change 3,667 2,578 0.5% 0.5% 434 0 0.0% Q2 2026 Jul 15, 2026
Revolve Wealth Partners, LLC History No change 3,649 2,566 0.27% 0.27% 435 0 0.0% Q2 2026 Jul 09, 2026
Lionsbridge Wealth Management LLC History No change 3,643 2,562 2.51% 2.51% 436 0 0.0% Q2 2026 Aug 05, 2026
Investment Advisory Group, LLC History No change 3,637 2,558 0.55% 0.55% 437 0 0.0% Q2 2026 Aug 06, 2026
Cercano Management LLC History No change 3,636 2,557 0.34% 0.34% 438 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History Added to 3,885 2,551 1.24% 1.3% 439 +5 0.13% Q3 2026 Oct 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,589 2,524 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 3,583 2,520 0.21% 0.21% 441 0 0.0% Q2 2026 Jul 08, 2026
BECKER CAPITAL MANAGEMENT INC History No change 3,568 2,515 0.07% 0.07% 442 0 0.0% Q2 2026 Jul 31, 2026
Acorn Wealth Advisors, LLC History No change 3,555 2,500 0.61% 0.61% 443 0 0.0% Q2 2026 Jul 30, 2026
SCOTIA CAPITAL INC. History No change 3,552 2,498 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 11, 2026
Pacific Point Advisors, LLC History No change 3,553 2,498 1.14% 1.14% 445 0 0.0% Q2 2026 Jul 24, 2026
Topsail Wealth Management, LLC History No change 3,551 2,497 0.32% 0.32% 446 0 0.0% Q2 2026 Aug 13, 2026
STEPH & CO History Reduced 3,800 2,495 0.64% 0.84% 447 -933 -19.71% Q3 2026 Oct 07, 2026
Squarepoint Ops LLC History No change 3,548 2,495 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 3,542 2,491 0.09% 0.09% 449 0 0.0% Q2 2026 Jul 29, 2026
Marin Bay Wealth Advisors, LLC History No change 3,524 2,478 1.33% 1.33% 450 0 0.0% Q2 2026 Aug 10, 2026
Red Door Wealth Management, LLC History No change 3,522 2,476 0.23% 0.23% 451 0 0.0% Q2 2026 Jul 13, 2026
Freestone Capital Holdings, LLC History No change 3,514 2,471 0.06% 0.06% 452 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 3,513 2,470 0.05% 0.05% 453 0 0.0% Q2 2026 Jul 09, 2026
Global Retirement Partners, LLC History No change 3,483 2,449 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Wealth LLC History No change 3,478 2,446 0.2% 0.2% 455 0 0.0% Q2 2026 Aug 11, 2026
Finley Financial, LLC History No change 3,475 2,444 0.98% 0.98% 456 0 0.0% Q2 2026 Jul 08, 2026
Gryphon Financial Partners LLC History No change 3,470 2,440 0.22% 0.22% 457 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 3,455 2,429 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,437 2,417 0.25% 0.25% 459 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 3,427 2,410 0.05% 0.05% 460 0 0.0% Q2 2026 Jul 28, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 3,427 2,410 0.09% 0.09% 461 0 0.0% Q2 2026 Aug 13, 2026
1834 INVESTMENT ADVISORS CO History No change 3,397 2,389 0.27% 0.27% 462 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 3,392 2,385 0.03% 0.03% 463 0 0.0% Q2 2026 Aug 18, 2026
Chevy Chase Trust Holdings, LLC History No change 3,355 2,359 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Glaxis Capital Management, LLC History No change 3,340 2,349 4.72% 4.72% 465 0 0.0% Q2 2026 Aug 10, 2026
CWS Financial Advisors, LLC History No change 3,332 2,343 0.52% 0.52% 466 0 0.0% Q2 2026 Jul 30, 2026
Embree Financial Group History No change 3,293 2,316 0.23% 0.23% 467 0 0.0% Q2 2026 Jul 15, 2026
RVW Wealth, LLC History Reduced 3,521 2,312 0.15% 0.17% 468 -249 -6.6% Q3 2026 Oct 06, 2026
PRIVATE TRUST CO NA History No change 3,262 2,294 0.18% 0.18% 469 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 3,247 2,289 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 05, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 3,232 2,273 0.55% 0.55% 471 0 0.0% Q2 2026 Aug 13, 2026
ZWJ INVESTMENT COUNSEL INC History No change 3,231 2,272 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 16, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 3,185 2,240 0.42% 0.42% 473 0 0.0% Q2 2026 Jul 21, 2026
Venturi Wealth Management, LLC History No change 3,150 2,215 0.09% 0.09% 474 0 0.0% Q2 2026 Jul 20, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 3,142 2,209 0.93% 0.93% 475 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,130 2,201 0.04% 0.04% 476 0 0.0% Q2 2026 Jul 15, 2026
McKinley Carter Wealth Services, Inc. History No change 3,107 2,185 0.11% 0.11% 477 0 0.0% Q2 2026 Jul 28, 2026
Finivi Inc. History No change 3,080 2,166 1.11% 1.11% 478 0 0.0% Q2 2026 Jul 09, 2026
Junk Investment Group, LLC History No change 3,077 2,164 0.96% 0.96% 479 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 3,063 2,154 0.05% 0.05% 480 0 0.0% Q2 2026 Jul 20, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 3,275 2,150 0.51% 0.32% 481 +1,422 76.74% Q3 2026 Oct 09, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,042 2,139 0.12% 0.12% 482 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 3,038 2,136 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 06, 2026
Kelman-Lazarov, Inc. History No change 3,014 2,119 0.28% 0.28% 484 0 0.0% Q2 2026 Aug 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,006 2,114 0.2% 0.2% 485 0 0.0% Q2 2026 Jul 22, 2026
Quantbot Technologies LP History No change 3,000 2,110 0.08% 0.08% 486 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 3,203 2,103 0.2% 0.33% 487 -2,040 -38.91% Q3 2026 Oct 01, 2026
IMC-Chicago, LLC History No change 2,972 2,090 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 06, 2026
Jones Kertz & Associates, Inc. History No change 2,953 2,076 0.96% 0.96% 489 0 0.0% Q2 2026 Jul 23, 2026
REGIONS FINANCIAL CORP History No change 2,939 2,067 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 10, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 2,929 2,060 1.24% 1.24% 491 0 0.0% Q2 2026 Aug 13, 2026
GenTrust, LLC History No change 2,914 2,054 0.08% 0.08% 492 0 0.0% Q2 2026 Aug 06, 2026
Gridiron Partners, LLC History No change 3,123 2,050 1.03% 1.15% 493 0 0.0% Q3 2026 Oct 08, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 2,902 2,041 0.74% 0.74% 494 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 2,901 2,040 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,901 2,040 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 28, 2026
Carolina Wealth Management Inc History No change 2,888 2,031 0.93% 0.93% 497 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Advisors, LLC History No change 2,864 2,014 0.11% 0.11% 498 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 2,844 2,000 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 11, 2026
CSS LLC/IL History No change 2,810 1,976 0.08% 0.08% 500 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 2,810 1,976 0.09% 0.09% 501 0 0.0% Q2 2026 Aug 11, 2026
Obermeyer Wealth Partners History No change 2,808 1,975 0.08% 0.08% 502 0 0.0% Q2 2026 Jul 29, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 2,786 1,959 1.19% 1.19% 503 0 0.0% Q2 2026 Jul 21, 2026
Hardy Reed LLC History No change 2,775 1,951 0.13% 0.13% 504 0 0.0% Q2 2026 Aug 03, 2026
Coyle Financial Counsel LLC History No change 2,773 1,950 0.36% 0.36% 505 0 0.0% Q2 2026 Aug 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 2,766 1,945 0.31% 0.31% 506 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIENT ADVISORS LLC History No change 2,767 1,945 0.28% 0.28% 507 0 0.0% Q2 2026 Aug 07, 2026
TSFG, LLC History No change 2,760 1,941 0.24% 0.24% 508 0 0.0% Q2 2026 Jul 23, 2026
HARBOR ADVISORY CORP /MA/ History No change 2,743 1,929 0.52% 0.52% 509 0 0.0% Q2 2026 Aug 13, 2026
Advus Financial Partners, LLC History No change 2,730 1,924 0.55% 0.55% 510 0 0.0% Q2 2026 Oct 02, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 2,705 1,902 0.1% 0.1% 511 0 0.0% Q2 2026 Jul 20, 2026
Marble Harbor Investment Counsel, LLC History No change 2,700 1,899 0.19% 0.19% 512 0 0.0% Q2 2026 Aug 07, 2026
TruNorth Capital Management, LLC History No change 2,698 1,897 0.3% 0.3% 513 0 0.0% Q2 2026 Jul 23, 2026
Essex Financial Services, Inc. History No change 2,684 1,887 0.09% 0.09% 514 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 2,664 1,873 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 2,658 1,869 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 12, 2026
Northwest Bancshares, Inc. History No change 2,635 1,853 0.33% 0.33% 517 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 2,635 1,853 0.09% 0.09% 518 0 0.0% Q2 2026 Jul 24, 2026
SK Wealth Management, LLC History No change 2,608 1,844 0.42% 0.42% 519 0 0.0% Q2 2026 Aug 11, 2026
Meridian Financial Advisors, LLC History No change 2,622 1,844 0.89% 0.89% 520 0 0.0% Q2 2026 Jul 22, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,617 1,840 0.45% 0.45% 521 0 0.0% Q2 2026 Jul 20, 2026
Summit Wealth Partners, LLC History No change 2,613 1,837 0.26% 0.26% 522 0 0.0% Q2 2026 Aug 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,606 1,832 0.11% 0.11% 523 0 0.0% Q2 2026 Jul 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,595 1,825 0.03% 0.03% 524 0 0.0% Q2 2026 Aug 14, 2026
SlateStone Wealth, LLC History No change 2,575 1,811 0.14% 0.14% 525 0 0.0% Q2 2026 Jul 20, 2026
Zhang Financial LLC History No change 2,571 1,808 0.05% 0.05% 526 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 2,565 1,804 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,551 1,794 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,525 1,775 0.07% 0.07% 529 0 0.0% Q2 2026 Jul 27, 2026
TOWER BRIDGE ADVISORS History No change 2,516 1,769 0.16% 0.16% 530 0 0.0% Q2 2026 Aug 12, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,516 1,769 0.38% 0.38% 531 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 2,507 1,763 0.02% 0.02% 532 0 0.0% Q2 2026 Aug 10, 2026
Olde Wealth Management, LLC History No change 2,500 1,762 0.5% 0.5% 533 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 2,504 1,761 0.13% 0.13% 534 0 0.0% Q2 2026 Jul 24, 2026
Black Maple Capital Management LP History No change 2,500 1,758 1.0% 1.0% 535 0 0.0% Q2 2026 Aug 14, 2026
PETERSON WEALTH MANAGEMENT History No change 2,499 1,757 0.82% 0.82% 536 0 0.0% Q2 2026 Jul 30, 2026
Accredited Investors Inc. History No change 2,497 1,756 0.08% 0.08% 537 0 0.0% Q2 2026 Jul 21, 2026
MidFirst Bank History No change 2,494 1,754 0.12% 0.12% 538 0 0.0% Q2 2026 Aug 07, 2026
Ullmann Wealth Partners Group, LLC History No change 2,489 1,750 0.16% 0.16% 539 0 0.0% Q2 2026 Aug 10, 2026
SEMITAM BONAM LLC History No change 2,484 1,747 1.28% 1.28% 540 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Investments, LLC History No change 2,468 1,735 0.56% 0.56% 541 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 2,466 1,734 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,460 1,730 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 10, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,453 1,725 0.6% 0.6% 544 0 0.0% Q2 2026 Jul 07, 2026
Harvest Investment Services, LLC History No change 2,453 1,725 0.27% 0.27% 545 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 2,445 1,719 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 28, 2026
Focus Financial Network, Inc. History No change 2,445 1,719 0.05% 0.05% 547 0 0.0% Q2 2026 Jul 09, 2026
Berman McAleer LLC History No change 2,435 1,712 0.2% 0.2% 548 0 0.0% Q2 2026 Jul 16, 2026
Pitcairn Wealth Advisors LLC History No change 2,433 1,711 0.19% 0.19% 549 0 0.0% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,420 1,702 0.1% 0.1% 550 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,375 1,670 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, LLC History No change 2,359 1,659 0.21% 0.21% 552 0 0.0% Q2 2026 Jul 15, 2026
Relyea Zuckerberg Hanson LLC History No change 2,356 1,657 0.14% 0.14% 553 0 0.0% Q2 2026 Jul 16, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 2,347 1,650 1.16% 1.16% 554 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 2,345 1,649 0.07% 0.07% 555 0 0.0% Q2 2026 Jul 22, 2026
Alpha Wealth Funds, LLC History No change 2,334 1,641 0.89% 0.89% 556 0 0.0% Q2 2026 Aug 10, 2026
SAXON INTERESTS, INC. History No change 2,329 1,638 0.45% 0.45% 557 0 0.0% Q2 2026 Aug 12, 2026
Journey Advisory Group, LLC History No change 2,328 1,637 0.13% 0.13% 558 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Added to 2,472 1,624 0.04% 0.05% 559 +187 8.18% Q3 2026 Oct 02, 2026
WJ Financial Advisors LLC History No change 2,306 1,621 1.19% 1.19% 560 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,293 1,612 0.06% 0.06% 561 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 2,275 1,600 0.58% 0.58% 562 0 0.0% Q2 2026 Jul 28, 2026
Allred Capital Management, LLC History No change 2,263 1,591 0.52% 0.52% 563 0 0.0% Q2 2026 Aug 12, 2026
Bedminster, LLC History No change 2,238 1,574 1.34% 1.34% 564 0 0.0% Q2 2026 Aug 04, 2026
Evanson Financial, LLC History No change 2,237 1,573 0.08% 0.08% 565 0 0.0% Q2 2026 Jul 07, 2026
Millstone Evans Group, LLC History No change 2,218 1,560 0.84% 0.84% 566 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 2,205 1,550 0.06% 0.06% 567 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 2,197 1,545 0.03% 0.03% 568 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,188 1,539 0.03% 0.03% 569 0 0.0% Q2 2026 Jul 17, 2026
BANK OF HAWAII History No change 2,187 1,538 0.08% 0.08% 570 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 2,181 1,534 0.1% 0.1% 571 0 0.0% Q2 2026 Aug 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,170 1,526 0.09% 0.09% 572 0 0.0% Q2 2026 Aug 10, 2026
Compass Wealth Management LLC History No change 2,163 1,521 0.29% 0.29% 573 0 0.0% Q2 2026 Aug 07, 2026
Element Wealth, LLC History No change 2,157 1,517 0.57% 0.57% 574 0 0.0% Q2 2026 Aug 14, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 2,155 1,515 1.0% 1.0% 575 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 2,152 1,513 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 29, 2026
COZAD ASSET MANAGEMENT INC History No change 2,148 1,510 0.1% 0.1% 577 0 0.0% Q2 2026 Aug 14, 2026
Sunflower Bank, N.A. History No change 2,148 1,510 0.36% 0.36% 578 0 0.0% Q2 2026 Aug 14, 2026
Montecito Bank & Trust History Reduced 2,294 1,506 0.23% 0.24% 579 -10 -0.43% Q3 2026 Oct 01, 2026
TCTC Holdings, LLC History No change 2,127 1,496 0.04% 0.04% 580 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 2,128 1,496 0.1% 0.1% 581 0 0.0% Q2 2026 Jul 30, 2026
Dorsey & Whitney Trust CO LLC History No change 2,125 1,494 0.07% 0.07% 582 0 0.0% Q2 2026 Aug 14, 2026
Kennebec Savings Bank History No change 2,113 1,486 1.19% 1.19% 583 0 0.0% Q2 2026 Jul 13, 2026
SENTINEL TRUST CO LBA History No change 2,104 1,480 0.13% 0.13% 584 0 0.0% Q2 2026 Jul 13, 2026
Golden State Wealth Management, LLC History No change 2,100 1,477 0.13% 0.13% 585 0 0.0% Q2 2026 Jul 22, 2026
TOMPKINS FINANCIAL CORP History No change 2,239 1,470 0.1% 0.11% 586 0 0.0% Q3 2026 Oct 05, 2026
Peterson Wealth Services History No change 2,081 1,463 0.32% 0.32% 587 0 0.0% Q2 2026 Jul 27, 2026
Frisch Financial Group, Inc. History No change 2,066 1,456 0.25% 0.25% 588 0 0.0% Q2 2026 Aug 14, 2026
Sunbeam Capital Management, LLC History No change 2,063 1,450 0.66% 0.66% 589 0 0.0% Q2 2026 Jul 14, 2026
WEALTH ALLIANCE, LLC History No change 2,060 1,448 0.12% 0.12% 590 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 2,055 1,445 0.07% 0.07% 591 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,051 1,443 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 14, 2026
Orgel Wealth Management, LLC History No change 2,050 1,441 0.03% 0.03% 593 0 0.0% Q2 2026 Jul 13, 2026
Granite Bay Wealth Management, LLC History No change 2,049 1,441 0.13% 0.13% 594 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 2,043 1,436 0.07% 0.07% 595 0 0.0% Q2 2026 Jul 10, 2026
Plancorp, LLC History No change 2,092 1,435 0.04% 0.04% 596 0 0.0% Q2 2026 Jul 14, 2026
Fiduciary Alliance LLC History No change 2,036 1,432 0.1% 0.1% 597 0 0.0% Q2 2026 Jul 20, 2026
Jefferies Financial Group Inc. History No change 2,033 1,429 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 17, 2026
3EDGE Asset Management, LP History No change 2,018 1,419 0.06% 0.06% 599 0 0.0% Q2 2026 Jul 27, 2026
Rise Advisors, LLC History No change 2,011 1,414 0.4% 0.4% 600 0 0.0% Q2 2026 Jul 10, 2026
GAMMA Investing LLC History No change 2,151 1,412 0.05% 0.06% 601 0 0.0% Q3 2026 Oct 08, 2026
Eldridge Investment Advisors, Inc. History No change 2,005 1,409 0.28% 0.28% 602 0 0.0% Q2 2026 Aug 10, 2026
Douglass Winthrop Advisors, LLC History No change 2,000 1,406 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 13, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 1,994 1,402 0.22% 0.22% 604 0 0.0% Q2 2026 Aug 11, 2026
NCM Capital Management, LLC History No change 1,988 1,398 0.43% 0.43% 605 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 1,984 1,395 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 11, 2026
FF Advisors,LLC History No change 1,984 1,395 0.52% 0.52% 607 0 0.0% Q2 2026 Jul 29, 2026
STOCK YARDS BANK & TRUST CO History No change 1,983 1,394 0.04% 0.04% 608 0 0.0% Q2 2026 Aug 19, 2026
Bear Mountain Capital, Inc. History No change 2,019 1,391 0.4% 0.4% 609 0 0.0% Q2 2026 Jul 20, 2026
TopTier Wealth Management, LLC History No change 1,977 1,390 0.84% 0.84% 610 0 0.0% Q2 2026 Jul 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 1,967 1,386 0.32% 0.32% 611 0 0.0% Q2 2026 Aug 07, 2026
ROCKLAND TRUST CO History No change 2,109 1,385 0.05% 0.06% 612 0 0.0% Q3 2026 Oct 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,970 1,385 0.01% 0.01% 613 0 0.0% Q2 2026 Sep 23, 2026
Clear Harbor Asset Management, LLC History No change 1,966 1,382 0.09% 0.09% 614 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 1,960 1,378 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 13, 2026
First City Capital Management, Inc. History No change 1,957 1,376 0.67% 0.67% 616 0 0.0% Q2 2026 Jul 13, 2026
Emprise Bank History No change 2,096 1,376 0.53% 0.54% 617 0 0.0% Q3 2026 Oct 07, 2026
Wealth Watch Advisors, INC History No change 1,957 1,376 0.45% 0.45% 618 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 1,966 1,371 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 14, 2026
Pine Valley Investments Ltd Liability Co History No change 1,945 1,370 0.05% 0.05% 620 0 0.0% Q2 2026 Jul 24, 2026
Caprock Group, LLC History No change 1,936 1,365 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 27, 2026
Lavaca Capital LLC History No change 1,941 1,365 0.13% 0.13% 622 0 0.0% Q2 2026 Aug 14, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,941 1,365 0.2% 0.2% 623 0 0.0% Q2 2026 Aug 04, 2026
Frank, Rimerman Advisors LLC History No change 1,934 1,360 0.08% 0.08% 624 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Strategies & Associates History No change 2,065 1,356 0.25% 0.28% 625 0 0.0% Q3 2026 Oct 01, 2026
LaSalle St. Investment Advisors, LLC History No change 1,918 1,349 0.16% 0.16% 626 0 0.0% Q2 2026 Aug 11, 2026
Fiera Capital Corp History No change 1,913 1,345 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 07, 2026
Florida Trust Wealth Management Co History No change 1,910 1,343 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 1,907 1,341 0.24% 0.24% 629 0 0.0% Q2 2026 Jul 20, 2026
Maltin Wealth Management, Inc. History No change 1,897 1,333 0.45% 0.45% 630 0 0.0% Q2 2026 Jul 22, 2026
Bill Few Associates, Inc. History Reduced 2,023 1,328 0.27% 0.3% 631 -2 -0.1% Q3 2026 Oct 09, 2026
Private Wealth Group, LLC History No change 1,887 1,327 0.51% 0.51% 632 0 0.0% Q2 2026 Jul 08, 2026
RFG Advisory, LLC History No change 1,887 1,327 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 15, 2026
Taylor Financial Group, Inc. History No change 1,883 1,324 0.73% 0.73% 634 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 1,879 1,321 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 10, 2026
Forza Wealth Management, LLC History No change 1,876 1,319 0.4% 0.4% 636 0 0.0% Q2 2026 Jul 17, 2026
HOWE & RUSLING INC History No change 1,870 1,315 0.08% 0.08% 637 0 0.0% Q2 2026 Aug 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,870 1,315 0.04% 0.04% 638 0 0.0% Q2 2026 Aug 20, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,869 1,314 0.07% 0.07% 639 0 0.0% Q2 2026 Aug 07, 2026
E&G Advisors, LLC History No change 1,860 1,308 0.25% 0.25% 640 0 0.0% Q2 2026 Jul 23, 2026
LYELL WEALTH MANAGEMENT, LP History No change 1,858 1,306 0.08% 0.08% 641 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,856 1,305 0.04% 0.04% 642 0 0.0% Q2 2026 Aug 10, 2026
SkyView Investment Advisors, LLC History No change 1,850 1,301 1.02% 1.02% 643 0 0.0% Q2 2026 Sep 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 1,847 1,299 0.07% 0.07% 644 0 0.0% Q2 2026 Aug 04, 2026
Runnymede Capital Advisors, Inc. History No change 1,843 1,296 0.77% 0.77% 645 0 0.0% Q2 2026 Jul 21, 2026
Blue Zone Wealth Advisors, LLC History No change 1,840 1,294 0.23% 0.23% 646 0 0.0% Q2 2026 Jul 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,818 1,278 0.06% 0.06% 647 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 1,808 1,271 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 1,799 1,265 0.16% 0.16% 649 0 0.0% Q2 2026 Aug 13, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 1,796 1,263 0.25% 0.25% 650 0 0.0% Q2 2026 Jul 08, 2026
EverSource Wealth Advisors, LLC History No change 1,795 1,262 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 24, 2026
CREDIT AGRICOLE S A History No change 1,776 1,249 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,775 1,248 0.18% 0.18% 653 0 0.0% Q2 2026 Aug 12, 2026
Glassman Wealth Services History No change 1,770 1,244 0.15% 0.15% 654 0 0.0% Q2 2026 Aug 05, 2026
BRIGHTON JONES LLC History No change 1,759 1,237 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 11, 2026
Gator Capital Management, LLC History No change 1,755 1,234 0.26% 0.26% 656 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management, Inc. History No change 1,749 1,229 0.79% 0.79% 657 0 0.0% Q2 2026 Jul 16, 2026
KINTRA WEALTH, LLC History No change 1,719 1,228 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 1,740 1,226 0.3% 0.3% 659 0 0.0% Q2 2026 Jul 14, 2026
SVB WEALTH LLC History No change 1,742 1,225 0.08% 0.08% 660 0 0.0% Q2 2026 Jul 17, 2026
GEM Asset Management, LLC History No change 1,741 1,224 0.48% 0.48% 661 0 0.0% Q2 2026 Jul 21, 2026
LYNCH & ASSOCIATES/IN History No change 1,740 1,223 0.21% 0.21% 662 0 0.0% Q2 2026 Jul 13, 2026
Horizon Investments, LLC History No change 1,738 1,222 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 13, 2026
Moment Partners, LLC History No change 1,728 1,218 0.22% 0.22% 664 0 0.0% Q2 2026 Jul 29, 2026
Castle Rock Wealth Management, LLC History Reduced 1,801 1,215 0.23% 0.28% 665 -275 -13.25% Q3 2026 Oct 09, 2026
SFM, LLC History No change 1,728 1,215 0.62% 0.62% 666 0 0.0% Q2 2026 Jul 07, 2026
Dynamic Advisor Solutions LLC History No change 1,727 1,214 0.03% 0.03% 667 0 0.0% Q2 2026 Jul 07, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,725 1,213 0.3% 0.3% 668 0 0.0% Q2 2026 Aug 10, 2026
Long Road Investment Counsel, LLC History No change 1,720 1,209 0.45% 0.45% 669 0 0.0% Q2 2026 Aug 14, 2026
Capital Advantage, Inc. History No change 1,696 1,192 0.15% 0.15% 670 0 0.0% Q2 2026 Jul 13, 2026
Trek Financial, LLC History No change 1,692 1,190 0.06% 0.06% 671 0 0.0% Q2 2026 Aug 13, 2026
MIDDLETON & CO INC/MA History No change 1,691 1,189 0.13% 0.13% 672 0 0.0% Q2 2026 Aug 10, 2026
Mason Investment Advisory Services, Inc. History No change 1,691 1,189 0.05% 0.05% 673 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 1,687 1,189 0.03% 0.03% 674 0 0.0% Q2 2026 Jul 13, 2026
Darrow Company, Inc. History No change 1,684 1,184 0.46% 0.46% 675 0 0.0% Q2 2026 Jul 29, 2026
BRAUN STACEY ASSOCIATES INC History No change 1,676 1,178 0.03% 0.03% 676 0 0.0% Q2 2026 Aug 05, 2026
Hanson & Doremus Investment Management History No change 1,665 1,171 0.12% 0.12% 677 0 0.0% Q2 2026 Jul 29, 2026
Jordan Park Group LLC History No change 1,664 1,170 0.06% 0.06% 678 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History No change 1,695 1,168 0.15% 0.15% 679 0 0.0% Q2 2026 Jul 13, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 1,655 1,164 0.32% 0.32% 680 0 0.0% Q2 2026 Aug 07, 2026
WHITE PINE CAPITAL LLC History No change 1,653 1,162 0.27% 0.27% 681 0 0.0% Q2 2026 Aug 05, 2026
M3 Advisory Group, LLC History No change 1,653 1,162 0.6% 0.6% 682 0 0.0% Q2 2026 Jul 24, 2026
Cannon Capital Management, Inc. History No change 1,653 1,162 0.99% 0.99% 683 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 1,648 1,159 0.03% 0.03% 684 0 0.0% Q2 2026 Aug 04, 2026
Aspen Grove Capital, LLC History No change 1,632 1,151 0.17% 0.17% 685 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 1,630 1,146 0.06% 0.06% 686 0 0.0% Q2 2026 Aug 04, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,626 1,144 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 11, 2026
SOA Wealth Advisors, LLC. History No change 1,624 1,142 0.19% 0.19% 688 0 0.0% Q2 2026 Jul 21, 2026
Old North State Trust, LLC History No change 1,621 1,140 0.59% 0.59% 689 0 0.0% Q2 2026 Aug 17, 2026
Samalin Investment Counsel, LLC History No change 1,608 1,130 0.35% 0.35% 690 0 0.0% Q2 2026 Jul 27, 2026
BANK OF NOVA SCOTIA History No change 1,601 1,126 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 1,602 1,126 0.02% 0.02% 692 0 0.0% Q2 2026 Jul 20, 2026
SIG BROKERAGE, LP History No change 1,600 1,125 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 1,582 1,112 0.34% 0.34% 694 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 1,684 1,105 0.03% 0.03% 695 -54 -3.11% Q3 2026 Oct 05, 2026
BENJAMIN EDWARDS INC History No change 1,568 1,102 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 1,605 1,099 0.04% 0.04% 697 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 1,562 1,098 0.22% 0.22% 698 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 1,555 1,093 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History No change 1,665 1,093 0.06% 0.06% 700 0 0.0% Q3 2026 Oct 06, 2026
VeraBank, N.A. History No change 1,550 1,090 0.18% 0.18% 701 0 0.0% Q2 2026 Aug 05, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 1,537 1,078 0.64% 0.64% 702 0 0.0% Q2 2026 Aug 07, 2026
Clarendon Private LLC History No change 1,531 1,076 0.69% 0.69% 703 0 0.0% Q2 2026 Jul 22, 2026
Panoramic Capital Partners, LLC History No change 1,526 1,073 0.51% 0.51% 704 0 0.0% Q2 2026 Aug 07, 2026
RB Capital Management, LLC History No change 1,526 1,072 0.21% 0.21% 705 0 0.0% Q2 2026 Aug 17, 2026
Vertex Planning Partners, LLC History No change 1,522 1,070 0.16% 0.16% 706 0 0.0% Q2 2026 Aug 14, 2026
Orcam Financial Group History No change 1,521 1,069 0.52% 0.52% 707 0 0.0% Q2 2026 Aug 13, 2026
Certified Advisory Corp History No change 1,519 1,068 0.09% 0.09% 708 0 0.0% Q2 2026 Jul 16, 2026
OneAscent Financial Services LLC History No change 1,508 1,060 0.05% 0.05% 709 0 0.0% Q2 2026 Aug 11, 2026
Gen-Wealth Partners Inc History No change 1,507 1,059 0.29% 0.29% 710 0 0.0% Q2 2026 Aug 10, 2026
WARNER FINANCIAL, INC History No change 1,505 1,058 0.31% 0.31% 711 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT CAPITAL STRATEGIES History No change 1,502 1,056 0.37% 0.37% 712 0 0.0% Q2 2026 Aug 13, 2026
Wood Tarver Financial Group, LLC History No change 1,502 1,056 0.25% 0.25% 713 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 1,604 1,053 0.11% 0.29% 714 -2,579 -61.65% Q3 2026 Oct 08, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,495 1,051 0.32% 0.32% 715 0 0.0% Q2 2026 Aug 12, 2026
Towne Trust Company, N.A History No change 1,482 1,042 0.32% 0.32% 716 0 0.0% Q2 2026 Jul 30, 2026
Coastal Bridge Advisors, LLC History No change 1,478 1,039 0.06% 0.06% 717 0 0.0% Q2 2026 Aug 17, 2026
VestGen Advisors, LLC History No change 1,478 1,039 0.03% 0.03% 718 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 1,476 1,038 0.06% 0.06% 719 0 0.0% Q2 2026 Aug 10, 2026
Gambit Capital Management, LLC History No change 1,475 1,037 0.6% 0.6% 720 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 1,474 1,036 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 1,473 1,036 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Capital Partners, LLC History No change 1,471 1,034 0.22% 0.22% 723 0 0.0% Q2 2026 Aug 14, 2026
Sovereign Financial Group, Inc. History No change 1,462 1,028 0.16% 0.16% 724 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 1,463 1,028 0.2% 0.2% 725 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 1,457 1,027 0.09% 0.09% 726 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 1,457 1,024 0.1% 0.1% 727 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 1,455 1,023 0.31% 0.31% 728 0 0.0% Q2 2026 Aug 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 1,451 1,020 0.05% 0.05% 729 0 0.0% Q2 2026 Aug 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,450 1,020 0.11% 0.11% 730 0 0.0% Q2 2026 Jul 09, 2026
Petix & Botte Co History No change 1,450 1,019 0.21% 0.21% 731 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 1,445 1,016 0.05% 0.05% 732 0 0.0% Q2 2026 Jul 23, 2026
Pettinga Financial Advisors LLC History No change 1,441 1,013 0.16% 0.16% 733 0 0.0% Q2 2026 Jul 09, 2026
American Money Management, LLC History No change 1,440 1,012 0.14% 0.14% 734 0 0.0% Q2 2026 Aug 13, 2026
Pasadena Private Wealth, LLC History No change 1,438 1,011 0.13% 0.13% 735 0 0.0% Q2 2026 Aug 10, 2026
Sachetta, LLC History No change 1,435 1,009 0.49% 0.49% 736 0 0.0% Q2 2026 Jul 15, 2026
MAYPORT, LLC History No change 1,430 1,005 0.16% 0.16% 737 0 0.0% Q2 2026 Aug 07, 2026
Quadrant Private Wealth Management, LLC History No change 1,425 1,004 0.22% 0.22% 738 0 0.0% Q2 2026 Jul 30, 2026
Sequoia Financial Advisors, LLC History No change 1,427 1,003 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 17, 2026
M. Kraus & Co History No change 1,425 1,002 0.27% 0.27% 740 0 0.0% Q2 2026 Jul 29, 2026
WealthSpring Partners, LLC History No change 1,420 998 0.86% 0.86% 741 0 0.0% Q2 2026 Aug 05, 2026
Bridgewater Advisors Inc. History No change 1,435 996 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 05, 2026
Wealth Alliance Advisory Group, LLC History No change 1,416 996 0.14% 0.14% 743 0 0.0% Q2 2026 Jul 23, 2026
Impact Capital Partners LLC History No change 1,411 992 0.27% 0.27% 744 0 0.0% Q2 2026 Jul 14, 2026
Leisure Capital Management History No change 1,405 988 0.31% 0.31% 745 0 0.0% Q2 2026 Jul 24, 2026
LAM GROUP, INC. History No change 1,400 984 0.49% 0.49% 746 0 0.0% Q2 2026 Jul 10, 2026
Black Diamond Financial, LLC History No change 1,396 981 0.09% 0.09% 747 0 0.0% Q2 2026 Aug 04, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 1,393 979 0.13% 0.13% 748 0 0.0% Q2 2026 Jul 29, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,391 978 0.02% 0.02% 749 0 0.0% Q2 2026 Aug 05, 2026
Paragon Capital Management Ltd History Reduced 1,486 975 0.18% 0.2% 751 -25 -1.65% Q3 2026 Oct 09, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,387 975 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 14, 2026
General Partner, Inc. History No change 1,484 974 0.52% 0.56% 752 0 0.0% Q3 2026 Oct 05, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 1,383 972 0.51% 0.51% 753 0 0.0% Q2 2026 Jul 20, 2026
BankPlus Trust Department History No change 1,381 971 0.23% 0.23% 754 0 0.0% Q2 2026 Jul 28, 2026
Apeiron RIA LLC History Added to 1,463 970 0.22% 0.25% 756 +87 6.32% Q3 2026 Oct 08, 2026
FCA CORP /TX History No change 1,380 970 0.24% 0.24% 755 0 0.0% Q2 2026 Aug 11, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 1,366 960 0.1% 0.1% 757 0 0.0% Q2 2026 Jul 31, 2026
Ashford Advisors, LLC History No change 1,361 959 0.2% 0.2% 758 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 1,360 956 0.11% 0.11% 759 0 0.0% Q2 2026 Aug 10, 2026
Opulen Financial Group LLC History No change 1,357 954 0.6% 0.6% 760 0 0.0% Q2 2026 Jul 27, 2026
McGuire Investment Group, LLC History No change 1,354 952 0.08% 0.08% 761 0 0.0% Q2 2026 Jul 27, 2026
VIAWEALTH, LLC History No change 1,325 931 0.47% 0.47% 762 0 0.0% Q2 2026 Aug 11, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 1,325 931 0.65% 0.65% 763 0 0.0% Q2 2026 Aug 11, 2026
HARMONY ASSET MANAGEMENT LLC History No change 1,320 928 0.25% 0.25% 764 0 0.0% Q2 2026 Jul 20, 2026
Garden State Investment Advisory Services LLC History No change 1,315 925 0.17% 0.17% 765 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Planning, Inc. History Added to 1,406 923 0.2% 0.23% 768 +2 0.14% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 1,313 923 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 28, 2026
Cypress Capital, LLC History No change 1,314 923 0.25% 0.25% 767 0 0.0% Q2 2026 Jul 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,399 918 0.26% 0.3% 769 -6 -0.43% Q3 2026 Oct 07, 2026
Kovack Advisors, Inc. History No change 1,311 917 0.04% 0.04% 770 0 0.0% Q2 2026 Jul 28, 2026
Collaborative Capital Advisors LLC History No change 1,300 916 0.58% 0.58% 771 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 1,299 914 0.01% 0.01% 772 0 0.0% Q2 2026 Jul 24, 2026
Dana Investment Advisors, Inc. History No change 1,300 914 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 13, 2026
L & S Advisors Inc History No change 1,294 910 0.09% 0.09% 774 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 1,283 902 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 13, 2026
APPLETON PARTNERS INC/MA History No change 1,280 900 0.06% 0.06% 776 0 0.0% Q2 2026 Jul 21, 2026
Renaissance Investment Group LLC History No change 1,273 895 0.18% 0.18% 777 0 0.0% Q2 2026 Jul 08, 2026
Bluespring Wealth Management, LLC History No change 1,269 892 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 11, 2026
TCI Wealth Advisors, Inc. History No change 1,268 891 0.04% 0.04% 779 0 0.0% Q2 2026 Jul 29, 2026
MontVue Capital Management, Inc. History No change 1,268 891 0.51% 0.51% 780 0 0.0% Q2 2026 Jul 27, 2026
PACIFIC FINANCIAL GROUP INC History No change 1,266 890 0.43% 0.43% 781 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,264 889 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 14, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,260 888 0.63% 0.63% 783 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 1,263 888 0.1% 0.1% 784 0 0.0% Q2 2026 Jul 14, 2026
Holistic Financial Partners History No change 1,262 887 0.54% 0.54% 785 0 0.0% Q2 2026 Jul 23, 2026
Fiduciary Wealth Partners, LLC History No change 1,261 886 0.49% 0.49% 786 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,257 883 0.01% 0.01% 787 0 0.0% Q2 2026 Jul 20, 2026
Citizens Business Bank History No change 1,255 882 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 03, 2026
HM PAYSON & CO History No change 1,253 881 0.01% 0.01% 789 0 0.0% Q2 2026 Jul 17, 2026
Miramar Capital, LLC History No change 1,252 880 0.19% 0.19% 790 0 0.0% Q2 2026 Jul 27, 2026
Urban Financial Advisory Corp History No change 1,243 874 0.24% 0.24% 791 0 0.0% Q2 2026 Aug 06, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,242 873 0.07% 0.07% 792 0 0.0% Q2 2026 Aug 06, 2026
Glenview Trust Co History No change 1,241 872 0.01% 0.01% 793 0 0.0% Q2 2026 Aug 18, 2026
CGN Advisors LLC History No change 1,225 861 0.06% 0.06% 794 0 0.0% Q2 2026 Jul 06, 2026
PROSPERITY BANCSHARES INC History No change 1,219 857 0.56% 0.56% 795 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 1,216 855 0.04% 0.04% 796 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 1,213 853 0.03% 0.03% 797 0 0.0% Q2 2026 Jul 28, 2026
Betterment LLC History No change 1,194 840 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 1,190 836 0.05% 0.05% 799 0 0.0% Q2 2026 Aug 05, 2026
Marion Wealth Management History No change 1,187 834 0.17% 0.17% 800 0 0.0% Q2 2026 Jul 16, 2026
Mirador Capital Partners LP History Added to 1,264 830 0.1% 0.11% 801 +14 1.12% Q3 2026 Oct 09, 2026
Aerodigm Wealth, LLC History No change 1,178 828 0.28% 0.28% 802 0 0.0% Q2 2026 Aug 04, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,163 826 0.27% 0.27% 803 0 0.0% Q2 2026 Aug 13, 2026
Port Capital LLC History No change 1,170 822 0.03% 0.03% 804 0 0.0% Q2 2026 Aug 14, 2026
Omega Financial Group, LLC History No change 1,158 814 0.25% 0.25% 805 0 0.0% Q2 2026 Jul 21, 2026
STAR Financial Bank History No change 1,157 813 0.33% 0.33% 806 0 0.0% Q2 2026 Aug 07, 2026
Brightwater Advisory LLC History No change 1,154 811 0.51% 0.51% 807 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 1,152 810 0.06% 0.06% 808 0 0.0% Q2 2026 Sep 04, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 1,151 809 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 18, 2026
Truepoint, Inc. History No change 1,144 804 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 31, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 1,141 802 0.69% 0.69% 811 0 0.0% Q2 2026 Jul 14, 2026
Rathbones Group PLC History No change 1,140 801 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 23, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,135 799 0.33% 0.33% 813 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 1,134 797 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 23, 2026
New Hampshire Trust History No change 1,134 797 0.15% 0.15% 815 0 0.0% Q2 2026 Jul 27, 2026
Single Point Partners, LLC History No change 1,131 795 0.14% 0.14% 816 0 0.0% Q2 2026 Jul 16, 2026
FCG Investment Co History No change 1,126 791 0.27% 0.27% 817 0 0.0% Q2 2026 Jul 13, 2026
Cascade Financial Partners, LLC History No change 1,116 784 0.07% 0.07% 818 0 0.0% Q2 2026 Aug 04, 2026
Summit Asset Management, LLC History No change 1,108 779 0.1% 0.1% 819 0 0.0% Q2 2026 Aug 06, 2026
MRWM Advisors, LLC History No change 1,104 776 0.32% 0.32% 820 0 0.0% Q2 2026 Jul 28, 2026
River Street Advisors LLC History No change 1,098 772 0.23% 0.23% 821 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 1,097 771 0.01% 0.01% 822 0 0.0% Q2 2026 Aug 06, 2026
Carrera Capital Advisors History No change 1,093 770 0.11% 0.11% 823 0 0.0% Q2 2026 Aug 03, 2026
AlphaCore Capital LLC History No change 1,086 763 0.01% 0.01% 824 0 0.0% Q2 2026 Aug 06, 2026
Round Rock Advisors LLC History No change 1,085 763 0.1% 0.1% 825 0 0.0% Q2 2026 Aug 12, 2026
Jacksonville Wealth Management, LLC History No change 1,086 763 0.43% 0.43% 826 0 0.0% Q2 2026 Aug 04, 2026
Kaydan Wealth Management, Inc. History Reduced 1,156 759 0.26% 0.25% 828 -33 -2.78% Q3 2026 Oct 08, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,077 759 0.03% 0.03% 827 0 0.0% Q2 2026 Jul 13, 2026
FAGAN ASSOCIATES, INC. History No change 1,078 757 0.09% 0.09% 829 0 0.0% Q2 2026 Aug 04, 2026
BLB&B Advisors, LLC History No change 1,076 756 0.03% 0.03% 830 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 1,065 749 0.02% 0.02% 831 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 1,065 748 0.05% 0.05% 832 0 0.0% Q2 2026 Jul 27, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,064 748 0.04% 0.04% 833 0 0.0% Q2 2026 Jul 27, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,061 746 0.05% 0.05% 834 0 0.0% Q2 2026 Jul 28, 2026
Stablepoint Partners, LLC History No change 1,059 745 0.1% 0.1% 835 0 0.0% Q2 2026 Jul 09, 2026
Royal Fund Management, LLC History No change 1,059 744 0.06% 0.06% 836 0 0.0% Q2 2026 Jul 20, 2026
First Western Trust Bank History No change 1,055 742 0.04% 0.04% 837 0 0.0% Q2 2026 Jul 29, 2026
Peak Planning Group, LLC History No change 1,047 736 0.17% 0.17% 838 0 0.0% Q2 2026 Aug 12, 2026
WorthPointe, LLC History No change 1,032 725 0.18% 0.18% 839 0 0.0% Q2 2026 Jul 31, 2026
Members Trust Co History No change 1,030 724 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 31, 2026
Northstar Advisory Group, LLC History No change 1,030 724 0.22% 0.22% 841 0 0.0% Q2 2026 Jul 14, 2026
Daytona Street Capital LLC History No change 1,050 724 0.53% 0.53% 842 0 0.0% Q2 2026 Aug 03, 2026
BAXTER BROS INC History No change 1,023 719 0.08% 0.08% 843 0 0.0% Q2 2026 Aug 06, 2026
Range Advisory, LLC History No change 1,016 714 0.09% 0.09% 844 0 0.0% Q2 2026 Sep 02, 2026
River Wealth Advisors LLC History No change 1,015 713 0.07% 0.07% 845 0 0.0% Q2 2026 Aug 04, 2026
Grey Ledge Advisors, LLC History No change 1,013 712 0.14% 0.14% 846 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 1,012 711 0.02% 0.02% 847 0 0.0% Q2 2026 Jul 15, 2026
CONNORS INVESTOR SERVICES INC History No change 1,007 708 0.06% 0.06% 848 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,008 708 0.03% 0.03% 849 0 0.0% Q2 2026 Jul 22, 2026
Lifestyle Asset Management, Inc. History No change 1,007 708 0.19% 0.19% 850 0 0.0% Q2 2026 Jul 20, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,003 705 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 17, 2026
Nemes Rush Group LLC History No change 1,003 705 0.06% 0.06% 852 0 0.0% Q2 2026 Aug 14, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 1,054 705 0.29% 0.29% 853 0 0.0% Q3 2026 Oct 06, 2026
AE Wealth Management LLC History No change 1,002 704 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 03, 2026
SEVEN MILE ADVISORY History No change 992 699 0.47% 0.47% 855 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 994 698 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 14, 2026
Wealth Advisory Solutions, LLC History No change 993 698 0.14% 0.14% 857 0 0.0% Q2 2026 Jul 24, 2026
RTD Financial Advisors, Inc. History No change 1,062 697 0.08% 0.08% 858 0 0.0% Q3 2026 Oct 09, 2026
WBH ADVISORY INC History No change 988 695 0.05% 0.05% 859 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 989 695 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 06, 2026
Tanager Wealth Management LLP History No change 988 694 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 23, 2026
Diversified Enterprises, LLC History No change 985 692 0.03% 0.03% 862 0 0.0% Q2 2026 Jul 31, 2026
Broadview Financial Management, LLC History No change 978 688 0.42% 0.42% 863 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 975 685 0.03% 0.03% 864 0 0.0% Q2 2026 Aug 03, 2026
Livet Wealth, LLC History No change 972 683 0.39% 0.39% 865 0 0.0% Q2 2026 Jul 28, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 1,036 680 0.1% 0.11% 866 +1 0.1% Q3 2026 Oct 08, 2026
Maren Capital LLC History No change 964 678 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 955 673 0.03% 0.03% 868 0 0.0% Q2 2026 Aug 05, 2026
BSW Wealth Partners History No change 956 672 0.07% 0.07% 869 0 0.0% Q2 2026 Jul 15, 2026
Venture Visionary Partners LLC History Reduced 1,022 671 0.02% 0.02% 870 -43 -4.04% Q3 2026 Oct 07, 2026
Avalon Trust Co History No change 950 668 0.04% 0.04% 871 0 0.0% Q2 2026 Aug 06, 2026
Markowski Investments History No change 950 668 0.15% 0.15% 872 0 0.0% Q2 2026 Aug 13, 2026
Tower View Wealth Management LLC History No change 949 667 0.29% 0.29% 873 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History No change 1,008 663 0.01% 0.01% 874 0 0.0% Q3 2026 Oct 08, 2026
Clear Trail Advisors, LLC History No change 943 663 0.1% 0.1% 875 0 0.0% Q2 2026 Jul 21, 2026
Bell Bank History No change 940 661 0.03% 0.03% 876 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 1,073 661 0.03% 0.03% 877 0 0.0% Q2 2026 Jul 09, 2026
HTG Investment Advisors, Inc. History No change 940 661 0.17% 0.17% 878 0 0.0% Q2 2026 Aug 06, 2026
Shepherd Financial Partners LLC History No change 936 658 0.05% 0.05% 879 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 935 657 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 13, 2026
NORTHLAND SECURITIES, INC. History No change 928 652 0.38% 0.38% 881 0 0.0% Q2 2026 Aug 04, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 994 652 0.39% 0.42% 882 0 0.0% Q3 2026 Oct 07, 2026
HCR Wealth Advisors History No change 926 651 0.06% 0.06% 883 0 0.0% Q2 2026 Jul 13, 2026
SevenBridge Financial Group, LLC History No change 917 650 0.1% 0.1% 884 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 923 649 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 11, 2026
J.Safra Asset Management Corp History No change 923 649 0.03% 0.03% 886 0 0.0% Q2 2026 Aug 06, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 920 647 0.02% 0.02% 887 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 920 647 0.05% 0.05% 888 0 0.0% Q2 2026 Jul 16, 2026
Sanchez Gaunt Capital Management, LLC History No change 912 641 0.36% 0.36% 889 0 0.0% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 903 635 0.11% 0.11% 890 0 0.0% Q2 2026 Jul 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 904 635 0.01% 0.01% 891 0 0.0% Q2 2026 Jul 14, 2026
First PREMIER Bank History No change 902 634 0.1% 0.1% 892 0 0.0% Q2 2026 Jul 15, 2026
Eagle Strategies LLC History No change 900 633 0.06% 0.06% 893 0 0.0% Q2 2026 Jul 21, 2026
Chicago Capital, LLC History No change 895 629 0.02% 0.02% 894 0 0.0% Q2 2026 Jul 27, 2026
FIRST MANHATTAN CO. LLC. History No change 892 628 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 894 628 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 11, 2026
Bragg Financial Advisors, Inc History No change 892 627 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 12, 2026
Stone Summit Wealth LLC History No change 890 625 0.16% 0.16% 898 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 888 624 0.01% 0.01% 899 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 887 624 0.0% 0.0% 900 0 0.0% Q2 2026 Jul 20, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 887 623 0.05% 0.05% 901 0 0.0% Q2 2026 Jul 28, 2026
Creekside Partners History No change 887 623 0.23% 0.23% 902 0 0.0% Q2 2026 Jul 30, 2026
Sequent Asset Management, LLC History No change 882 620 0.26% 0.26% 903 0 0.0% Q2 2026 Jul 21, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 881 619 0.08% 0.08% 904 0 0.0% Q2 2026 Aug 11, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 880 618 0.17% 0.17% 905 0 0.0% Q2 2026 Jul 24, 2026
JNBA Financial Advisors History No change 878 617 0.05% 0.05% 906 0 0.0% Q2 2026 Jul 23, 2026
Canvas Wealth Advisors, LLC History No change 878 617 0.09% 0.09% 907 0 0.0% Q2 2026 Jul 10, 2026
Legacy Capital Wealth Partners, LLC History No change 873 614 0.12% 0.12% 908 0 0.0% Q2 2026 Aug 12, 2026
Evernest Financial Advisors, LLC History No change 871 612 0.13% 0.13% 909 0 0.0% Q2 2026 Aug 05, 2026
Huntleigh Advisors, Inc. History No change 870 611 0.09% 0.09% 910 0 0.0% Q2 2026 Aug 04, 2026
Naviter Wealth, LLC History No change 866 610 0.06% 0.06% 911 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 862 606 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 11, 2026
UNITED BANK History No change 858 603 0.07% 0.07% 913 0 0.0% Q2 2026 Jul 30, 2026
IMA Advisory Services, Inc. History No change 858 603 0.04% 0.04% 914 0 0.0% Q2 2026 Aug 10, 2026
FWG Holdings, LLC History No change 872 602 0.21% 0.21% 915 0 0.0% Q2 2026 Aug 13, 2026
Hirtle & Co., LLC History No change 855 601 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 853 599 0.04% 0.04% 917 0 0.0% Q2 2026 Jul 27, 2026
Rockline Wealth Management, LLC History No change 852 599 0.11% 0.11% 918 0 0.0% Q2 2026 Jul 24, 2026
DUNCKER STREETT & CO INC History No change 849 597 0.1% 0.1% 919 0 0.0% Q2 2026 Jul 28, 2026
Almanack Investment Partners, LLC. History No change 843 592 0.08% 0.08% 920 0 0.0% Q2 2026 Jul 30, 2026
Platform Technology Partners History No change 841 591 0.1% 0.1% 921 0 0.0% Q2 2026 Jul 24, 2026
Montis Financial, LLC History No change 840 590 0.12% 0.12% 922 0 0.0% Q2 2026 Aug 05, 2026
EAGLE GLOBAL ADVISORS LLC History No change 838 589 0.02% 0.02% 923 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 839 589 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 07, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 835 588 0.05% 0.05% 925 0 0.0% Q2 2026 Aug 14, 2026
Empower Advisory Group, LLC History No change 836 587 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 832 585 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 04, 2026
Stillwater Capital Advisors, LLC History No change 830 583 0.06% 0.06% 928 0 0.0% Q2 2026 Jul 23, 2026
DWR WEALTH MANAGEMENT, LLC History No change 836 583 0.44% 0.44% 929 0 0.0% Q2 2026 Jul 07, 2026
Sunpointe, LLC History No change 828 582 0.17% 0.17% 930 0 0.0% Q2 2026 Jul 24, 2026
GAMCO INVESTORS, INC. ET AL History No change 821 577 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 818 574 0.01% 0.01% 932 0 0.0% Q2 2026 Aug 06, 2026
CONGRESS ASSET MANAGEMENT CO History No change 873 573 0.0% 0.0% 933 0 0.0% Q3 2026 Oct 06, 2026
Missouri Trust & Investment Co History No change 836 573 0.16% 0.16% 934 0 0.0% Q2 2026 Aug 13, 2026
ABOUND FINANCIAL, LLC History No change 815 573 0.23% 0.23% 935 0 0.0% Q2 2026 Aug 14, 2026
Seelaus Asset Management LLC History No change 814 572 0.4% 0.4% 936 0 0.0% Q2 2026 Jul 16, 2026
Parcion Private Wealth LLC History No change 813 571 0.03% 0.03% 937 0 0.0% Q2 2026 Jul 27, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 813 571 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 24, 2026
Genesis Wealth Advisors, LLC History No change 806 566 0.34% 0.34% 939 0 0.0% Q2 2026 Aug 07, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 804 566 0.03% 0.03% 940 0 0.0% Q2 2026 Aug 12, 2026
Cohen Klingenstein LLC History No change 800 562 0.02% 0.02% 941 0 0.0% Q2 2026 Jul 15, 2026
Roof Eidam Maycock Peralta, LLC History No change 798 561 0.11% 0.11% 942 0 0.0% Q2 2026 Jul 24, 2026
MAIRS & POWER INC History No change 798 561 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 14, 2026
Marquette Asset Management, LLC History Added to 854 560 0.07% 0.07% 944 +54 6.75% Q3 2026 Oct 09, 2026
Invenomic Capital Management LP History No change 797 560 0.03% 0.03% 945 0 0.0% Q2 2026 Aug 14, 2026
Henderson Brothers Financial Partners, LLC History No change 796 559 0.26% 0.26% 946 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 793 558 0.03% 0.03% 947 0 0.0% Q2 2026 Aug 20, 2026
FIRST NATIONAL TRUST CO History No change 792 557 0.02% 0.02% 948 0 0.0% Q2 2026 Jul 30, 2026
Verdence Capital Advisors LLC History No change 793 557 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 29, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 791 556 0.29% 0.29% 950 0 0.0% Q2 2026 Aug 12, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 845 555 0.04% 0.04% 952 -52 -5.8% Q3 2026 Oct 08, 2026
WASHINGTON TRUST BANK History No change 790 555 0.04% 0.04% 951 0 0.0% Q2 2026 Aug 05, 2026
One Charles Private Wealth Services, LLC History No change 788 554 0.13% 0.13% 953 0 0.0% Q2 2026 Jul 15, 2026
Canal Capital Management, LLC History No change 787 553 0.07% 0.07% 954 0 0.0% Q2 2026 Jul 28, 2026
Objectivity Squared, LLC History No change 785 552 0.31% 0.31% 955 0 0.0% Q2 2026 Aug 07, 2026
Apollon Financial, LLC History No change 781 549 0.06% 0.06% 956 0 0.0% Q2 2026 Jul 22, 2026
DELTEC ASSET MANAGEMENT LLC History No change 780 548 0.08% 0.08% 957 0 0.0% Q2 2026 Jul 21, 2026
Summit Place Financial Advisors, LLC History No change 780 548 0.24% 0.24% 958 0 0.0% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History No change 773 543 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 772 542 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 824 541 0.02% 0.02% 961 +36 4.57% Q3 2026 Oct 08, 2026
Roehl & Yi Investment Advisors, LLC History No change 764 537 0.18% 0.18% 962 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 761 535 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 13, 2026
Harbor Group, Inc. History No change 761 534 0.06% 0.06% 964 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 759 534 0.04% 0.04% 965 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 759 533 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 10, 2026
Maxele Advisors, LLC History No change 758 533 0.37% 0.37% 967 0 0.0% Q2 2026 Aug 14, 2026
TMB Capital Partners, LLC History No change 754 530 0.17% 0.17% 968 0 0.0% Q2 2026 Jul 24, 2026
LS Investment Advisors, LLC History No change 753 529 0.07% 0.07% 969 0 0.0% Q2 2026 Jul 21, 2026
BIP Wealth, LLC History No change 751 528 0.01% 0.01% 970 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 741 522 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 29, 2026
Measured Risk Portfolios, Inc. History No change 741 521 0.46% 0.46% 972 0 0.0% Q2 2026 Aug 12, 2026
Strategic Wealth Partners, Ltd. History No change 741 521 0.03% 0.03% 973 0 0.0% Q2 2026 Aug 12, 2026
MACQUARIE GROUP LTD History No change 736 517 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 736 517 0.02% 0.02% 975 0 0.0% Q2 2026 Jul 23, 2026
LEE DANNER & BASS INC History No change 733 515 0.03% 0.03% 976 0 0.0% Q2 2026 Jul 21, 2026
ISTHMUS PARTNERS, LLC History No change 733 515 0.05% 0.05% 977 0 0.0% Q2 2026 Jul 20, 2026
Ardent Capital Management, Inc. History No change 730 513 0.21% 0.21% 978 0 0.0% Q2 2026 Jul 20, 2026
PIONEER TRUST BANK N A/OR History No change 728 512 0.12% 0.12% 979 0 0.0% Q2 2026 Jul 22, 2026
Fisher Asset Management, LLC History No change 726 511 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 04, 2026
Rodgers Brothers Inc. History No change 725 509 0.05% 0.05% 981 0 0.0% Q2 2026 Aug 05, 2026
Compass Planning Associates Inc History No change 725 509 0.28% 0.28% 982 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 719 507 0.26% 0.26% 983 0 0.0% Q2 2026 Jul 22, 2026
Wagner Wealth Management, LLC History No change 722 507 0.09% 0.09% 984 0 0.0% Q2 2026 Jul 24, 2026
Diesslin Group, Inc. History No change 720 506 0.2% 0.2% 985 0 0.0% Q2 2026 Jul 02, 2026
Capital Advisors, Ltd. LLC History No change 717 505 0.05% 0.05% 986 0 0.0% Q2 2026 Jul 16, 2026
Wedmont Private Capital History Added to 754 502 0.01% 0.01% 988 +188 33.22% Q3 2026 Oct 09, 2026
Field & Main Bank History No change 714 502 0.1% 0.1% 987 0 0.0% Q2 2026 Aug 19, 2026
marrick wealth, LLC History No change 715 502 0.36% 0.36% 989 0 0.0% Q2 2026 Jul 14, 2026
ELLERSON GROUP INC /ADV History No change 711 500 0.3% 0.3% 990 0 0.0% Q2 2026 Jul 31, 2026
TRED AVON FAMILY WEALTH, LLC History No change 707 497 0.15% 0.15% 991 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 706 496 0.02% 0.02% 992 0 0.0% Q2 2026 Jul 27, 2026
Coquina Private Wealth LLC History No change 706 496 0.34% 0.34% 993 0 0.0% Q2 2026 Jul 29, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 704 495 0.02% 0.02% 994 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 705 495 0.01% 0.01% 995 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 704 495 0.1% 0.1% 996 0 0.0% Q2 2026 Jul 22, 2026
Napier Financial, LLC History No change 705 495 0.1% 0.1% 997 0 0.0% Q2 2026 Jul 31, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 699 491 0.05% 0.05% 998 0 0.0% Q2 2026 Jul 29, 2026
WATERSHED PRIVATE WEALTH LLC History No change 699 491 0.14% 0.14% 999 0 0.0% Q2 2026 Jul 17, 2026
WealthPLAN Partners, LLC History No change 698 490 0.09% 0.09% 1000 0 0.0% Q2 2026 Jul 28, 2026
Brand Asset Management Group, Inc. History No change 693 487 0.11% 0.11% 1001 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 692 486 0.09% 0.09% 1002 0 0.0% Q2 2026 Jul 15, 2026
InTrack Investment Management Inc History No change 692 486 0.24% 0.24% 1003 0 0.0% Q2 2026 Jul 17, 2026
ARWA LLC History No change 702 486 0.2% 0.2% 1004 0 0.0% Q2 2026 Jul 24, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 690 485 0.2% 0.2% 1005 0 0.0% Q2 2026 Aug 04, 2026
JDM Financial Group LLC History No change 689 484 0.17% 0.17% 1006 0 0.0% Q2 2026 Aug 17, 2026
Bedel Financial Consulting, Inc. History No change 687 483 0.05% 0.05% 1007 0 0.0% Q2 2026 Jul 29, 2026
Arrowroot Family Office, LLC History No change 687 483 0.14% 0.14% 1008 0 0.0% Q2 2026 Aug 06, 2026
CM WEALTH ADVISORS LLC History No change 685 482 0.09% 0.09% 1009 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History No change 686 482 0.06% 0.06% 1010 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 683 480 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 22, 2026
Retirement Planning Co of New England, Inc. History No change 683 480 0.17% 0.17% 1012 0 0.0% Q2 2026 Jul 30, 2026
Newman Dignan & Sheerar, Inc. History No change 681 478 0.09% 0.09% 1013 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 681 478 0.06% 0.06% 1014 0 0.0% Q2 2026 Aug 11, 2026
CARRET ASSET MANAGEMENT, LLC History No change 675 474 0.04% 0.04% 1015 0 0.0% Q2 2026 Aug 04, 2026
Commonwealth Financial Services, LLC History No change 674 474 0.06% 0.06% 1016 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 674 474 0.17% 0.17% 1017 0 0.0% Q2 2026 Jul 09, 2026
Koss-Olinger Consulting, LLC History No change 674 473 0.04% 0.04% 1018 0 0.0% Q2 2026 Aug 10, 2026
McMillan Office, Inc. History No change 670 471 0.05% 0.05% 1019 0 0.0% Q2 2026 Aug 13, 2026
Wealth Architects, LLC History No change 666 468 0.04% 0.04% 1020 0 0.0% Q2 2026 Jul 23, 2026
Blackston Financial Advisory Group, LLC History No change 666 468 0.26% 0.26% 1021 0 0.0% Q2 2026 Aug 14, 2026
LAWOOD & CO History No change 710 466 0.32% 0.34% 1022 0 0.0% Q3 2026 Oct 09, 2026
Clearwater Capital Advisors, LLC History No change 662 465 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 06, 2026
Hickory Point Bank & Trust History No change 703 461 0.28% 0.3% 1024 0 0.0% Q3 2026 Oct 01, 2026
FIRST FINANCIAL BANKSHARES INC History No change 654 459 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 11, 2026
WILKINS INVESTMENT COUNSEL INC History No change 650 457 0.06% 0.06% 1026 0 0.0% Q2 2026 Aug 06, 2026
Cannell & Spears LLC History No change 650 457 0.01% 0.01% 1027 0 0.0% Q2 2026 Aug 11, 2026
ORBA Wealth Advisors, L.L.C. History No change 644 452 0.39% 0.39% 1028 0 0.0% Q2 2026 Jul 23, 2026
Heartwood Wealth Advisors LLC History No change 688 451 0.04% 0.04% 1029 0 0.0% Q3 2026 Oct 05, 2026
Ayrshire Capital Management LLC History No change 642 451 0.21% 0.21% 1030 0 0.0% Q2 2026 Jul 14, 2026
Colter Lewis Investment Partners LLC History No change 640 451 0.2% 0.2% 1031 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 637 447 0.01% 0.01% 1032 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 634 445 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 30, 2026
Amplius Wealth Advisors, LLC History No change 633 445 0.03% 0.03% 1034 0 0.0% Q2 2026 Jul 17, 2026
Octavia Wealth Advisors, LLC History No change 631 444 0.04% 0.04% 1035 0 0.0% Q2 2026 Jul 14, 2026
Cypress Wealth Services, LLC History No change 626 440 0.05% 0.05% 1036 0 0.0% Q2 2026 Jul 10, 2026
PGIM Custom Harvest LLC History No change 627 440 0.01% 0.01% 1037 0 0.0% Q2 2026 Aug 13, 2026
CORTLAND ASSOCIATES INC/MO History No change 621 437 0.06% 0.06% 1038 0 0.0% Q2 2026 Jul 28, 2026
Aberdeen Wealth Management LLC History No change 621 436 0.21% 0.21% 1039 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 618 434 0.03% 0.03% 1040 0 0.0% Q2 2026 Aug 04, 2026
BlueSky Wealth Advisors, LLC History No change 618 434 0.05% 0.05% 1041 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 618 434 0.01% 0.01% 1042 0 0.0% Q2 2026 Jul 31, 2026
Howard Capital Management Group, LLC History No change 615 432 0.03% 0.03% 1043 0 0.0% Q2 2026 Jul 16, 2026
Ruggaard & Associates LLC History No change 613 431 0.15% 0.15% 1044 0 0.0% Q2 2026 Aug 17, 2026
Eagle Bay Advisors LLC History No change 612 430 0.32% 0.32% 1045 0 0.0% Q2 2026 Aug 03, 2026
Astoria Portfolio Advisors LLC. History No change 609 428 0.07% 0.07% 1046 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Consulting Group, LLC History No change 606 426 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 13, 2026
Geneva Partners, LLC History No change 601 423 0.11% 0.11% 1048 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 600 422 0.01% 0.01% 1049 0 0.0% Q2 2026 Jul 20, 2026
TriaGen Wealth Management LLC History No change 600 422 0.11% 0.11% 1050 0 0.0% Q2 2026 Jul 21, 2026
Summa Corp. History No change 600 422 0.13% 0.13% 1051 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 599 421 0.02% 0.02% 1052 0 0.0% Q2 2026 Jul 16, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 597 419 0.05% 0.05% 1053 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 589 414 0.02% 0.02% 1054 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 587 412 0.01% 0.01% 1055 0 0.0% Q2 2026 Aug 05, 2026
REDW Wealth LLC History No change 584 410 0.15% 0.15% 1056 0 0.0% Q2 2026 Jul 30, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 621 407 0.03% 0.03% 1057 -15 -2.36% Q3 2026 Oct 09, 2026
Institute for Wealth Management, LLC. History No change 579 407 0.04% 0.04% 1058 0 0.0% Q2 2026 Jul 28, 2026
Claro Advisors Inc. History No change 578 406 0.04% 0.04% 1059 0 0.0% Q2 2026 Jul 30, 2026
NORDEN GROUP LLC History No change 576 405 0.03% 0.03% 1060 0 0.0% Q2 2026 Jul 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 575 404 0.04% 0.04% 1061 0 0.0% Q2 2026 Jul 22, 2026
Heritage Investment Group, Inc. History No change 575 404 0.05% 0.05% 1062 0 0.0% Q2 2026 Jul 29, 2026
Asset Dedication, LLC History No change 572 402 0.03% 0.03% 1063 0 0.0% Q2 2026 Jul 30, 2026
Scarborough Advisors, LLC History No change 579 402 0.05% 0.05% 1064 0 0.0% Q2 2026 Jul 21, 2026
Ledyard National Bank History No change 569 400 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 16, 2026
Capital Asset Advisory Services LLC History No change 570 400 0.01% 0.01% 1066 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 570 400 0.3% 0.3% 1067 0 0.0% Q2 2026 Jul 30, 2026
GC Wealth Management RIA, LLC History No change 570 400 0.02% 0.02% 1068 0 0.0% Q2 2026 Jul 16, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 567 398 0.02% 0.02% 1069 0 0.0% Q2 2026 Jul 20, 2026
Well Done, LLC History No change 565 397 0.05% 0.05% 1070 0 0.0% Q2 2026 Jul 24, 2026
Beacon Bridge Wealth Partners, LLC History No change 564 396 0.11% 0.11% 1071 0 0.0% Q2 2026 Aug 05, 2026
Optivise Advisory Services LLC History No change 564 396 0.2% 0.2% 1072 0 0.0% Q2 2026 Jul 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 563 395 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 07, 2026
Ellis Investment Partners, LLC History No change 561 395 0.06% 0.06% 1074 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 562 395 0.04% 0.04% 1075 0 0.0% Q2 2026 Jul 29, 2026
MEMBERS WEALTH LLC History No change 562 395 0.22% 0.22% 1076 0 0.0% Q2 2026 Jul 09, 2026
JENNISON ASSOCIATES LLC History No change 561 394 0.0% 0.0% 1077 0 0.0% Q2 2026 Aug 03, 2026
Seascape Capital Management History No change 560 394 0.09% 0.09% 1078 0 0.0% Q2 2026 Jul 21, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 559 393 0.37% 0.37% 1079 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 557 391 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 13, 2026
WP Advisors, LLC History No change 556 391 0.09% 0.09% 1081 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Strategies, LLC History No change 557 391 0.06% 0.06% 1082 0 0.0% Q2 2026 Jul 21, 2026
Trail Ridge Investment Advisors, LLC History No change 556 391 0.17% 0.17% 1083 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 557 391 0.08% 0.08% 1084 0 0.0% Q2 2026 Jul 29, 2026
Stanich Group LLC History No change 553 388 0.24% 0.24% 1085 0 0.0% Q2 2026 Jul 16, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 550 386 0.12% 0.12% 1086 0 0.0% Q2 2026 Aug 04, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 546 384 0.01% 0.01% 1087 0 0.0% Q2 2026 Aug 05, 2026
Empirical Asset Management, LLC History No change 545 383 0.09% 0.09% 1088 0 0.0% Q2 2026 Aug 10, 2026
ArborFi Advisors, LLC History No change 541 380 0.28% 0.28% 1089 0 0.0% Q2 2026 Aug 06, 2026
Bouchey Financial Group, Ltd. History No change 536 377 0.02% 0.02% 1090 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 537 377 0.01% 0.01% 1091 0 0.0% Q2 2026 Aug 06, 2026
Heritage Trust Co History No change 535 376 0.03% 0.03% 1092 0 0.0% Q2 2026 Aug 06, 2026
XY Planning Network, Inc. History No change 533 374 0.05% 0.05% 1093 0 0.0% Q2 2026 Jul 14, 2026
Visionary Wealth Advisors History No change 530 372 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 13, 2026
Financial Council, LLC History No change 525 369 0.12% 0.12% 1095 0 0.0% Q2 2026 Aug 04, 2026
Chris Bulman Inc History No change 524 368 0.13% 0.13% 1096 0 0.0% Q2 2026 Jul 22, 2026
Tarbox Family Office, Inc. History No change 522 367 0.05% 0.05% 1097 0 0.0% Q2 2026 Aug 03, 2026
Counterweight Ventures, LLC History No change 522 367 0.18% 0.18% 1098 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 521 366 0.15% 0.15% 1099 0 0.0% Q2 2026 Aug 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 519 365 0.03% 0.03% 1100 0 0.0% Q2 2026 Jul 09, 2026
J. Team Financial, Inc. History No change 518 364 0.35% 0.35% 1101 0 0.0% Q2 2026 Jul 27, 2026
Guidance Point Advisors, LLC History No change 515 363 0.08% 0.08% 1102 0 0.0% Q2 2026 Jul 31, 2026
CAMDEN NATIONAL BANK History No change 516 362 0.05% 0.05% 1103 0 0.0% Q2 2026 Jul 31, 2026
S.A. Mason LLC History No change 516 362 0.11% 0.11% 1104 0 0.0% Q2 2026 Jul 31, 2026
LIBRA WEALTH LLC History No change 515 362 0.09% 0.09% 1105 0 0.0% Q2 2026 Aug 06, 2026
Redwood Park Advisors LLC History No change 516 362 0.24% 0.24% 1106 0 0.0% Q2 2026 Aug 11, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 513 360 0.03% 0.03% 1107 0 0.0% Q2 2026 Aug 07, 2026
Strategic Advisors LLC History No change 511 359 0.08% 0.08% 1108 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 511 359 0.0% 0.0% 1109 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 511 359 0.11% 0.11% 1110 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 505 355 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 23, 2026
SHAKER INVESTMENTS LLC/OH History No change 502 353 0.13% 0.13% 1112 0 0.0% Q2 2026 Jul 15, 2026
ALTFEST L J & CO INC History No change 499 351 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 30, 2026
Evolution Wealth Advisors, LLC History No change 500 351 0.04% 0.04% 1114 0 0.0% Q2 2026 Jul 29, 2026
MBL Wealth, LLC History No change 500 351 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 15, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 497 349 0.01% 0.01% 1116 0 0.0% Q2 2026 Jul 16, 2026
ADVISORTRUST PARTNERS, LLC History No change 496 348 0.12% 0.12% 1117 0 0.0% Q2 2026 Aug 10, 2026
Roundview Capital LLC History No change 492 346 0.02% 0.02% 1118 0 0.0% Q2 2026 Jul 30, 2026
Berkeley, Inc History No change 489 343 0.11% 0.11% 1119 0 0.0% Q2 2026 Jul 24, 2026
Western Reserve Capital Management, LLC History No change 488 343 0.25% 0.25% 1120 0 0.0% Q2 2026 Jul 21, 2026
BFSG, LLC History No change 485 341 0.03% 0.03% 1121 0 0.0% Q2 2026 Jul 20, 2026
Accurate Wealth Management, LLC History No change 494 341 0.03% 0.03% 1122 0 0.0% Q2 2026 Jul 14, 2026
First Heartland Consultants, Inc. History Added to 516 338 0.02% 0.02% 1123 +137 36.15% Q3 2026 Oct 08, 2026
Heritage Wealth Management, Inc. History No change 481 338 0.08% 0.08% 1124 0 0.0% Q2 2026 Jul 28, 2026
Granite Harbor Advisors, Inc. History No change 479 336 0.13% 0.13% 1125 0 0.0% Q2 2026 Jul 31, 2026
Birch Hill Investment Advisors LLC History No change 475 334 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 476 334 0.11% 0.11% 1127 0 0.0% Q2 2026 Jul 17, 2026
Stonebrook Private Inc. History No change 475 334 0.06% 0.06% 1128 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 473 332 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 10, 2026
Lesa Sroufe & Co History No change 470 331 0.24% 0.24% 1130 0 0.0% Q2 2026 Jul 22, 2026
PDS Planning, Inc History No change 468 329 0.02% 0.02% 1131 0 0.0% Q2 2026 Aug 05, 2026
Index Fund Advisors, Inc. History No change 469 329 0.01% 0.01% 1132 0 0.0% Q2 2026 Aug 12, 2026
Bensler, LLC History No change 469 329 0.03% 0.03% 1133 0 0.0% Q2 2026 Jul 23, 2026
Essex Bank History No change 467 328 0.07% 0.07% 1134 0 0.0% Q2 2026 Jul 23, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 466 327 0.04% 0.04% 1135 0 0.0% Q2 2026 Aug 14, 2026
Aspen Investment Management Inc History No change 463 326 0.09% 0.09% 1136 0 0.0% Q2 2026 Jul 17, 2026
Root Financial Partners, LLC History No change 465 326 0.01% 0.01% 1137 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 463 325 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 06, 2026
WealthTrust Axiom LLC History No change 462 325 0.07% 0.07% 1139 0 0.0% Q2 2026 Aug 11, 2026
WealthPlan Investment Management, LLC History No change 463 325 0.02% 0.02% 1140 0 0.0% Q2 2026 Jul 28, 2026
Ballast Rock Private Wealth LLC History No change 461 325 0.15% 0.15% 1141 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 460 323 0.09% 0.09% 1142 0 0.0% Q2 2026 Jul 14, 2026
O'Brien Greene & Co. Inc History No change 460 323 0.09% 0.09% 1143 0 0.0% Q2 2026 Aug 06, 2026
TICINO WEALTH History No change 460 323 0.1% 0.1% 1144 0 0.0% Q2 2026 Jul 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 457 322 0.01% 0.01% 1145 0 0.0% Q2 2026 Jul 23, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 458 322 0.29% 0.29% 1146 0 0.0% Q2 2026 Aug 05, 2026
Generation Capital Management LLC History No change 455 320 0.2% 0.2% 1147 0 0.0% Q2 2026 Aug 13, 2026
Sound Portfolio Advisors, LLC History No change 456 320 0.23% 0.23% 1148 0 0.0% Q2 2026 Aug 06, 2026
Gladwyn Financial Advisors, Inc. History Added to 486 319 0.2% 0.21% 1150 +9 1.89% Q3 2026 Oct 05, 2026
GENESIS PRIVATE WEALTH, LLC History No change 454 319 0.09% 0.09% 1149 0 0.0% Q2 2026 Jul 13, 2026
Allegheny Financial Group History No change 452 318 0.03% 0.03% 1151 0 0.0% Q2 2026 Jul 22, 2026
Global Assets Advisory, LLC History No change 455 318 0.07% 0.07% 1152 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL COUNSELORS INC History No change 450 316 0.43% 0.43% 1153 0 0.0% Q2 2026 Aug 04, 2026
JSF Financial, LLC History No change 450 316 0.05% 0.05% 1154 0 0.0% Q2 2026 Jul 28, 2026
Friday Financial History No change 477 316 0.06% 0.09% 1155 0 0.0% Q3 2026 Oct 09, 2026
ENTRUST FINANCIAL LLC History No change 450 316 0.2% 0.2% 1156 0 0.0% Q2 2026 Jul 20, 2026
Financial Partners Group, Inc History No change 448 315 0.03% 0.03% 1157 0 0.0% Q2 2026 Jul 23, 2026
Fermata Advisors, LLC History No change 448 314 0.06% 0.06% 1158 0 0.0% Q2 2026 Jul 07, 2026
Aquire Wealth Advisors, LLC History No change 446 313 0.07% 0.07% 1159 0 0.0% Q2 2026 Aug 06, 2026
CVFG LLC History No change 445 313 0.03% 0.03% 1160 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 445 312 0.1% 0.1% 1161 0 0.0% Q2 2026 Jul 31, 2026
Councilor Wealth, LLC History Reduced 474 311 0.13% 0.14% 1165 -13 -2.67% Q3 2026 Oct 09, 2026
ZACKS INVESTMENT MANAGEMENT History No change 442 311 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 443 311 0.11% 0.11% 1163 0 0.0% Q2 2026 Jul 23, 2026
Oder Investment Management, LLC History No change 443 311 0.21% 0.21% 1164 0 0.0% Q2 2026 Aug 11, 2026
WATERS PARKERSON & CO., LLC History No change 442 310 0.02% 0.02% 1166 0 0.0% Q2 2026 Jul 30, 2026
Trexquant Investment LP History No change 442 310 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 437 307 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 27, 2026
SIGNATUREFD, LLC History No change 436 306 0.0% 0.0% 1169 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 436 306 0.07% 0.07% 1170 0 0.0% Q2 2026 Jul 21, 2026
Samara Investment Management, LLC History No change 436 306 0.28% 0.28% 1171 0 0.0% Q2 2026 Aug 13, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 435 305 0.09% 0.09% 1172 0 0.0% Q2 2026 Jul 28, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 435 305 0.04% 0.04% 1173 0 0.0% Q2 2026 Jul 20, 2026
Inscription Capital, LLC History No change 435 305 0.03% 0.03% 1174 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 431 303 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 14, 2026
William Mack & Associates, Inc. History No change 431 303 0.11% 0.11% 1176 0 0.0% Q2 2026 Jul 10, 2026
VAN STRUM & TOWNE INC. History No change 430 302 0.08% 0.08% 1177 0 0.0% Q2 2026 Jul 31, 2026
Symphony Financial, Ltd. Co. History No change 430 300 0.03% 0.03% 1178 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Concepts, LLC History No change 427 300 0.09% 0.09% 1179 0 0.0% Q2 2026 Jul 27, 2026
SAPIENT CAPITAL LLC History No change 457 300 0.0% 0.0% 1180 0 0.0% Q3 2026 Oct 08, 2026
Broadway Wealth Solutions, Inc. History No change 427 300 0.14% 0.14% 1181 0 0.0% Q2 2026 Jul 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 426 299 0.01% 0.01% 1182 0 0.0% Q2 2026 Aug 05, 2026
INVESTMENT PARTNERS, LTD. History No change 424 298 0.09% 0.09% 1183 0 0.0% Q2 2026 Aug 04, 2026
First Nebraska Trust Co History No change 425 298 0.02% 0.02% 1184 0 0.0% Q2 2026 Aug 12, 2026
EXCALIBUR MANAGEMENT CORP History No change 421 296 0.1% 0.1% 1185 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 422 296 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Planning Services, Inc. History No change 422 296 0.03% 0.03% 1187 0 0.0% Q2 2026 Aug 07, 2026
LOWERY THOMAS, LLC History No change 422 296 0.14% 0.14% 1188 0 0.0% Q2 2026 Jul 29, 2026
Boston Trust Walden Corp History No change 420 295 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 24, 2026
ALKEME WEALTH, LLC History No change 450 295 0.11% 0.12% 1190 0 0.0% Q3 2026 Oct 07, 2026
American National Bank of Texas History No change 450 295 0.27% 0.29% 1191 0 0.0% Q3 2026 Oct 07, 2026
Powerhouse Assets LLC History No change 418 294 0.24% 0.24% 1192 0 0.0% Q2 2026 Jul 23, 2026
Unified Investment Management History No change 419 294 0.27% 0.27% 1193 0 0.0% Q2 2026 Jul 27, 2026
Hegarty Advisors, LLC History No change 419 294 0.2% 0.2% 1194 0 0.0% Q2 2026 Jul 27, 2026
Progressive Investment Management Corp History No change 416 292 0.06% 0.06% 1195 0 0.0% Q2 2026 Aug 04, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 445 292 0.03% 0.04% 1196 0 0.0% Q3 2026 Oct 08, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 414 291 0.02% 0.02% 1197 0 0.0% Q2 2026 Jul 15, 2026
Legacy Trust History No change 411 289 0.05% 0.05% 1198 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 406 287 0.08% 0.08% 1199 0 0.0% Q2 2026 Jul 30, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 406 285 0.03% 0.03% 1200 0 0.0% Q2 2026 Jul 13, 2026
Milestone Asset Management Group, LLC History No change 403 283 0.14% 0.14% 1201 0 0.0% Q2 2026 Jul 30, 2026
Keel Point, LLC History No change 401 281 0.02% 0.02% 1202 0 0.0% Q2 2026 Aug 14, 2026
Warren Street Wealth Advisors, LLC History No change 400 281 0.06% 0.06% 1203 0 0.0% Q2 2026 Jul 22, 2026
Cordatus Wealth Management LLC History No change 400 281 0.06% 0.06% 1204 0 0.0% Q2 2026 Jul 29, 2026
SkyOak Wealth, LLC History No change 400 281 0.05% 0.05% 1205 0 0.0% Q2 2026 Jul 30, 2026
Fortis Capital Management LLC History No change 400 281 0.03% 0.03% 1206 0 0.0% Q2 2026 Aug 12, 2026
Rockwood Wealth Management, LLC History No change 400 281 0.02% 0.02% 1207 0 0.0% Q2 2026 Jul 13, 2026
STG SECURITIES, LLC History No change 396 278 0.02% 0.02% 1208 0 0.0% Q2 2026 Aug 13, 2026
S&A Financial Services, Inc. History No change 396 278 0.17% 0.17% 1209 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial Wealth Advisors, LLC History No change 395 277 0.04% 0.04% 1210 0 0.0% Q2 2026 Jul 15, 2026
FSM Wealth Advisors, LLC History No change 395 277 0.03% 0.03% 1211 0 0.0% Q2 2026 Jul 15, 2026
Alpha Zero LLC History No change 400 277 0.11% 0.11% 1212 0 0.0% Q2 2026 Jul 17, 2026
Federation des caisses Desjardins du Quebec History No change 393 276 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 392 275 0.03% 0.03% 1214 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 390 274 0.03% 0.03% 1215 0 0.0% Q2 2026 Jul 20, 2026
OxenFree Capital LLC History No change 405 273 0.12% 0.13% 1216 0 0.0% Q3 2026 Oct 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 388 272 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 10, 2026
SHUFRO ROSE & CO LLC History No change 387 271 0.02% 0.02% 1218 0 0.0% Q2 2026 Aug 12, 2026
Private Capital Management, LLC History No change 385 270 0.02% 0.02% 1219 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 385 270 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC / MO History No change 384 270 0.18% 0.18% 1221 0 0.0% Q2 2026 Jul 24, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 410 269 0.17% 0.13% 1226 +100 32.26% Q3 2026 Oct 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 383 269 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 16, 2026
Advisory Alpha, LLC History No change 383 269 0.01% 0.01% 1223 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 411 269 0.02% 0.03% 1224 0 0.0% Q3 2026 Oct 09, 2026
Nicholas Hoffman & Company, LLC. History No change 383 269 0.01% 0.01% 1225 0 0.0% Q2 2026 Aug 04, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 382 268 0.09% 0.09% 1227 0 0.0% Q2 2026 Jul 21, 2026
Factor Wealth Management LTD History No change 409 268 0.04% 0.04% 1228 0 0.0% Q3 2026 Oct 08, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 380 267 0.03% 0.03% 1229 0 0.0% Q2 2026 Aug 04, 2026
Westside Investment Management, Inc. History No change 380 267 0.04% 0.04% 1230 0 0.0% Q2 2026 Jul 27, 2026
Foster Group, Inc. History No change 381 267 0.01% 0.01% 1231 0 0.0% Q2 2026 Jul 07, 2026
Advyzon Investment Management, LLC History No change 380 267 0.02% 0.02% 1232 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 377 265 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 377 265 0.01% 0.01% 1234 0 0.0% Q2 2026 Jul 22, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 374 263 0.02% 0.02% 1235 0 0.0% Q2 2026 Aug 03, 2026
Arjuna Capital History No change 375 263 0.06% 0.06% 1236 0 0.0% Q2 2026 Aug 14, 2026
J. L. Bainbridge & Co., Inc. History No change 375 263 0.02% 0.02% 1237 0 0.0% Q2 2026 Jul 22, 2026
Stokes Family Office, LLC History No change 375 263 0.03% 0.03% 1238 0 0.0% Q2 2026 Aug 11, 2026
Orion Capital Management LLC History No change 374 262 0.08% 0.08% 1239 0 0.0% Q2 2026 Aug 17, 2026
Team Hewins, LLC History No change 373 262 0.07% 0.07% 1240 0 0.0% Q2 2026 Jul 29, 2026
Paragon Capital Management LLC History No change 372 261 0.12% 0.12% 1241 0 0.0% Q2 2026 Aug 05, 2026
PATTEN & PATTEN INC/TN History No change 370 260 0.01% 0.01% 1242 0 0.0% Q2 2026 Aug 05, 2026
Verum Partners LLC History No change 371 260 0.04% 0.04% 1243 0 0.0% Q2 2026 Jul 22, 2026
Lotus Asset Management LLC History No change 370 260 0.23% 0.23% 1244 0 0.0% Q2 2026 Sep 09, 2026
Financial Futures Ltd Liability Co. History No change 368 259 0.1% 0.1% 1245 0 0.0% Q2 2026 Jul 27, 2026
Enclave Advisors LLC History No change 366 257 0.03% 0.03% 1246 0 0.0% Q2 2026 Jul 14, 2026
WealthShield Partners, LLC History No change 364 256 0.04% 0.04% 1247 0 0.0% Q2 2026 Aug 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 365 256 0.04% 0.04% 1248 0 0.0% Q2 2026 Aug 14, 2026
Copper Harbor Investment Advisors, LLC History No change 364 256 0.05% 0.05% 1249 0 0.0% Q2 2026 Jul 23, 2026
PURSUE WEALTH PARTNERS LLC History No change 365 256 0.14% 0.14% 1250 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 363 255 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 361 254 0.02% 0.02% 1252 0 0.0% Q2 2026 Aug 11, 2026
Lumbard & Kellner, LLC History No change 360 253 0.08% 0.08% 1253 0 0.0% Q2 2026 Aug 06, 2026
Sandy Cove Advisors, LLC History No change 361 253 0.06% 0.06% 1254 0 0.0% Q2 2026 Jul 07, 2026
Ruggiero Investments, Inc. History No change 360 253 0.21% 0.21% 1255 0 0.0% Q2 2026 Aug 14, 2026
FORBES J M & CO LLP History No change 358 251 0.02% 0.02% 1256 0 0.0% Q2 2026 Jul 20, 2026
Magnus Financial Group LLC History No change 357 251 0.02% 0.02% 1257 0 0.0% Q2 2026 Jul 09, 2026
Nordwand Advisors, LLC History No change 357 251 0.04% 0.04% 1258 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 356 250 0.06% 0.06% 1259 0 0.0% Q2 2026 Aug 27, 2026
Indivisible Partners History No change 357 250 0.01% 0.01% 1260 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 355 249 0.02% 0.02% 1261 0 0.0% Q2 2026 Jul 07, 2026
First County Bank /CT/ History No change 355 249 0.12% 0.12% 1262 0 0.0% Q2 2026 Jul 02, 2026
CADINHA & CO LLC History No change 353 248 0.04% 0.04% 1263 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON DAVIS & CO., INC. History No change 354 248 0.15% 0.15% 1264 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 353 248 0.01% 0.01% 1265 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 353 248 0.0% 0.0% 1266 0 0.0% Q2 2026 Aug 11, 2026
Proficio Capital Partners LLC History No change 353 248 0.01% 0.01% 1267 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 353 248 0.04% 0.04% 1268 0 0.0% Q2 2026 Aug 05, 2026
OARSMAN CAPITAL, INC. History No change 352 247 0.03% 0.03% 1269 0 0.0% Q2 2026 Aug 07, 2026
Kapstone Financial Advisors LLC History No change 352 247 0.1% 0.1% 1270 0 0.0% Q2 2026 Aug 07, 2026
BLACKHILL CAPITAL INC History No change 351 246 0.01% 0.01% 1271 0 0.0% Q2 2026 Aug 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 351 246 0.03% 0.03% 1272 0 0.0% Q2 2026 Aug 14, 2026
CNB Bank History No change 351 246 0.1% 0.1% 1273 0 0.0% Q2 2026 Aug 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 350 246 0.05% 0.05% 1274 0 0.0% Q2 2026 Aug 06, 2026
Purkiss Capital Advisors LLC History No change 350 246 0.09% 0.09% 1275 0 0.0% Q2 2026 Jul 30, 2026
Breakwater Investment Management History No change 349 245 0.08% 0.08% 1276 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Added to 373 244 0.06% 0.05% 1277 +79 26.87% Q3 2026 Oct 08, 2026
FIRST INTERSTATE BANK History No change 346 243 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 24, 2026
Weaver Consulting Group History No change 370 243 0.05% 0.05% 1279 0 0.0% Q3 2026 Oct 07, 2026
JACOBS & CO/CA History No change 370 242 0.02% 0.02% 1280 0 0.0% Q3 2026 Oct 09, 2026
SYON CAPITAL LLC History No change 345 242 0.01% 0.01% 1281 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 344 241 0.09% 0.09% 1282 0 0.0% Q2 2026 Aug 04, 2026
Armstrong, Fleming & Moore, Inc History No change 343 241 0.08% 0.08% 1283 0 0.0% Q2 2026 Jul 28, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 342 240 0.06% 0.06% 1284 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 342 240 0.02% 0.02% 1285 0 0.0% Q2 2026 Aug 05, 2026
Guild Investment Management, Inc. History No change 340 239 0.16% 0.16% 1286 0 0.0% Q2 2026 Jul 28, 2026
Silicon Valley Capital Partners History No change 338 237 0.02% 0.02% 1287 0 0.0% Q2 2026 Sep 21, 2026
Windsor Capital Management, LLC History No change 335 236 0.06% 0.06% 1288 0 0.0% Q2 2026 Jul 08, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 335 235 0.01% 0.01% 1289 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL DISCOVERY GROUP INC History No change 334 234 0.5% 0.5% 1290 0 0.0% Q2 2026 Jul 23, 2026
Financial & Tax Architects, LLC History No change 334 234 0.05% 0.05% 1291 0 0.0% Q2 2026 Jul 23, 2026
Occidental Asset Management, LLC History No change 333 234 0.02% 0.02% 1292 0 0.0% Q2 2026 Aug 07, 2026
Silver Oak Advisory Group, Inc. History No change 333 234 0.09% 0.09% 1293 0 0.0% Q2 2026 Jul 31, 2026
First Bank & Trust History No change 332 233 0.03% 0.03% 1294 0 0.0% Q2 2026 Jul 09, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 331 232 0.04% 0.04% 1295 0 0.0% Q2 2026 Jul 24, 2026
RiverFront Investment Group, LLC History No change 330 232 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 29, 2026
Madison Wealth Partners, Inc History No change 330 232 0.03% 0.03% 1297 0 0.0% Q2 2026 Aug 12, 2026
Keebeck Wealth Management History No change 329 231 0.02% 0.02% 1298 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 329 231 0.01% 0.01% 1299 0 0.0% Q2 2026 Aug 14, 2026
D L CARLSON INVESTMENT GROUP INC History No change 328 230 0.04% 0.04% 1300 0 0.0% Q2 2026 Aug 11, 2026
Garrett Wealth Advisory Group, LLC History No change 328 230 0.04% 0.04% 1301 0 0.0% Q2 2026 Aug 04, 2026
Eagle Bluffs Wealth Management LLC History No change 327 230 0.08% 0.08% 1302 0 0.0% Q2 2026 Aug 06, 2026
Crescent Grove Advisors, LLC History No change 325 229 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 10, 2026
Bank Pictet & Cie (Europe) AG History No change 325 228 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 24, 2026
FourThought Financial Partners, LLC History No change 325 228 0.02% 0.02% 1305 0 0.0% Q2 2026 Aug 12, 2026
Great Waters Wealth Management History No change 348 228 0.02% 0.02% 1306 0 0.0% Q3 2026 Oct 07, 2026
Wingate Wealth Advisors, Inc. History No change 325 228 0.1% 0.1% 1307 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Management History No change 325 228 0.24% 0.24% 1308 0 0.0% Q2 2026 Aug 10, 2026
WNY Asset Management, LLC History No change 324 227 0.02% 0.02% 1309 0 0.0% Q2 2026 Aug 17, 2026
JB Capital LLC History No change 324 227 0.01% 0.01% 1310 0 0.0% Q2 2026 Jul 29, 2026
Family Office Research LLC History No change 322 226 0.08% 0.08% 1311 0 0.0% Q2 2026 Jul 27, 2026
Kelsey Financial, LLC History No change 321 225 0.17% 0.17% 1312 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates Inc History No change 319 224 0.04% 0.04% 1313 0 0.0% Q2 2026 Jul 23, 2026
CORA CAPITAL ADVISORS LLC History No change 318 223 0.06% 0.06% 1314 0 0.0% Q2 2026 Jul 24, 2026
Vantus Wealth LLC History No change 317 222 0.12% 0.12% 1315 0 0.0% Q2 2026 Aug 07, 2026
FULTON BANK, N.A. History No change 313 220 0.01% 0.01% 1316 0 0.0% Q2 2026 Jul 09, 2026
Flagship Private Wealth, LLC History No change 313 220 0.08% 0.08% 1317 0 0.0% Q2 2026 Aug 04, 2026
Mystic Asset Management, Inc. History No change 314 220 0.05% 0.05% 1318 0 0.0% Q2 2026 Aug 11, 2026
Columbia Bank History No change 314 220 0.05% 0.05% 1319 0 0.0% Q2 2026 Jul 24, 2026
BCGM Wealth Management, LLC History No change 312 219 0.05% 0.05% 1320 0 0.0% Q2 2026 Aug 04, 2026
Level Wealth Management LLC History No change 311 219 0.09% 0.09% 1321 0 0.0% Q2 2026 Jul 28, 2026
Strategent Financial, LLC History No change 312 219 0.13% 0.13% 1322 0 0.0% Q2 2026 Aug 03, 2026
BostonPremier Wealth LLC History No change 313 219 0.09% 0.09% 1323 0 0.0% Q2 2026 Jul 24, 2026
Vision Capital Management, Inc. History No change 310 218 0.02% 0.02% 1324 0 0.0% Q2 2026 Aug 10, 2026
RAM Investment Partners, LLC History No change 310 218 0.03% 0.03% 1325 0 0.0% Q2 2026 Jul 29, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 310 218 0.12% 0.12% 1326 0 0.0% Q2 2026 Aug 27, 2026
GREAT LAKES ADVISORS, LLC History No change 308 216 0.0% 0.0% 1327 0 0.0% Q2 2026 Aug 10, 2026
Horizon Wealth Management, LLC History No change 308 216 0.03% 0.03% 1328 0 0.0% Q2 2026 Aug 06, 2026
BlueChip Wealth Advisors LLC History No change 308 216 0.08% 0.08% 1329 0 0.0% Q2 2026 Jul 30, 2026
Darwin Wealth Management, LLC History No change 305 214 0.06% 0.06% 1330 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 305 214 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 304 213 0.02% 0.02% 1332 0 0.0% Q2 2026 Jul 29, 2026
MRA Advisory Group History No change 325 213 0.08% 0.08% 1333 0 0.0% Q3 2026 Oct 07, 2026
Bluesphere Advisors LLC History No change 303 213 0.07% 0.07% 1334 0 0.0% Q2 2026 Jul 30, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 302 212 0.01% 0.01% 1335 0 0.0% Q2 2026 Jul 14, 2026
UNIVEST FINANCIAL Corp History No change 301 211 0.01% 0.01% 1336 0 0.0% Q2 2026 Aug 07, 2026
Boston Common Asset Management, LLC History No change 300 211 0.01% 0.01% 1337 0 0.0% Q2 2026 Jul 21, 2026
Corundum Group, Inc. History No change 300 211 0.06% 0.06% 1338 0 0.0% Q2 2026 Aug 07, 2026
One Capital Management, LLC History No change 342 211 0.01% 0.01% 1339 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 300 211 0.02% 0.02% 1340 0 0.0% Q2 2026 Aug 14, 2026
Pacific Capital Wealth Advisors, Inc. History No change 300 211 0.03% 0.03% 1341 0 0.0% Q2 2026 Jul 09, 2026
Systematic Alpha Investments, LLC History No change 300 211 0.01% 0.01% 1342 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 301 211 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 08, 2026
LJI Wealth Management, LLC History No change 300 211 0.03% 0.03% 1344 0 0.0% Q2 2026 Jul 31, 2026
Pingora Partners LLC History No change 300 211 0.12% 0.12% 1345 0 0.0% Q2 2026 Aug 14, 2026
Atlanta Consulting Group Advisors, LLC History No change 300 211 0.03% 0.03% 1346 0 0.0% Q2 2026 Aug 14, 2026
Mountain Hill Investment Partners Corp. History No change 300 211 0.12% 0.12% 1347 0 0.0% Q2 2026 Jul 16, 2026
Cooke Wealth Management, LLC History No change 301 211 0.17% 0.17% 1348 0 0.0% Q2 2026 Jul 16, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History No change 300 211 0.15% 0.15% 1349 0 0.0% Q2 2026 Aug 11, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 299 210 0.03% 0.03% 1350 0 0.0% Q2 2026 Jul 27, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 298 209 0.11% 0.11% 1351 0 0.0% Q2 2026 Aug 13, 2026
Sherry Group, Inc. History Reduced 318 208 0.2% 0.23% 1356 -22 -6.47% Q3 2026 Oct 09, 2026
VISTA CAPITAL PARTNERS, INC. History No change 296 208 0.02% 0.02% 1352 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 296 208 0.03% 0.03% 1353 0 0.0% Q2 2026 Jul 24, 2026
Financial Advisory Corp History No change 297 208 0.03% 0.03% 1354 0 0.0% Q2 2026 Jul 09, 2026
EVERPAR ADVISORS LLC History No change 297 208 0.06% 0.06% 1355 0 0.0% Q2 2026 Jul 09, 2026
Laurel Wealth Advisors LLC History No change 293 206 0.02% 0.02% 1357 0 0.0% Q2 2026 Jul 17, 2026
NerdWallet Wealth Partners, LLC History No change 293 206 0.07% 0.07% 1358 0 0.0% Q2 2026 Jul 07, 2026
McElhenny Sheffield Capital Management, LLC History No change 292 205 0.05% 0.05% 1359 0 0.0% Q2 2026 Jul 22, 2026
Trust Co of the South History No change 292 205 0.03% 0.03% 1360 0 0.0% Q2 2026 Jul 01, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 292 205 0.07% 0.07% 1361 0 0.0% Q2 2026 Aug 03, 2026
CASCADE INVESTMENT GROUP, INC. History No change 291 204 0.11% 0.11% 1362 0 0.0% Q2 2026 Jul 23, 2026
Rossmore Private Capital History No change 290 204 0.02% 0.02% 1363 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors Wealth Management, LLC History No change 312 204 0.02% 0.03% 1364 0 0.0% Q3 2026 Oct 09, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 290 204 0.06% 0.06% 1365 0 0.0% Q2 2026 Aug 07, 2026
Integrity Wealth Solutions LLC History No change 291 204 0.08% 0.08% 1366 0 0.0% Q2 2026 Jul 30, 2026
Aldebaran Financial Inc. History No change 290 203 0.16% 0.16% 1367 0 0.0% Q2 2026 Aug 13, 2026
Shakespeare Wealth Management, LLC History No change 289 203 0.05% 0.05% 1368 0 0.0% Q2 2026 Jul 20, 2026
Hoese & Co LLP History No change 290 203 0.13% 0.13% 1369 0 0.0% Q2 2026 Jul 14, 2026
COWA, LLC History No change 290 203 0.05% 0.05% 1370 0 0.0% Q2 2026 Aug 05, 2026
James J. Burns & Company, LLC History No change 290 203 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 288 202 0.0% 0.0% 1372 0 0.0% Q2 2026 Aug 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 288 202 0.02% 0.02% 1373 0 0.0% Q2 2026 Jul 20, 2026
MMA ASSET MANAGEMENT LLC History No change 287 202 0.06% 0.06% 1374 0 0.0% Q2 2026 Aug 04, 2026
Fox Hill Wealth Management History No change 286 201 0.08% 0.08% 1375 0 0.0% Q2 2026 Aug 18, 2026
Smith Partners Wealth Management, LLC History No change 287 201 0.16% 0.16% 1376 0 0.0% Q2 2026 Aug 10, 2026
Chesapeake Wealth Management History No change 285 200 0.06% 0.06% 1377 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 282 198 0.02% 0.02% 1378 0 0.0% Q2 2026 Aug 05, 2026
Acropolis Investment Management, LLC History No change 294 193 0.01% 0.01% 1379 0 0.0% Q3 2026 Oct 08, 2026
BAYBAN History No change 273 192 0.15% 0.15% 1380 0 0.0% Q2 2026 Jul 30, 2026
Providence Capital Advisors, LLC History No change 270 189 0.03% 0.03% 1381 0 0.0% Q2 2026 Aug 11, 2026
Polaris Financial Partners History New 2,006 183 0.08% — 1382 +2,006 New Q3 2026 Oct 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 254 178 0.06% 0.06% 1383 0 0.0% Q2 2026 Jul 31, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 250 176 0.02% 0.02% 1384 0 0.0% Q2 2026 Jul 27, 2026
Longview Financial Advisors LLC History No change 244 171 0.08% 0.08% 1385 0 0.0% Q2 2026 Jul 14, 2026
Noble Wealth Management PBC History Reduced 257 168 0.08% 0.09% 1387 -35 -11.99% Q3 2026 Oct 01, 2026
CITY HOLDING CO History No change 240 168 0.02% 0.02% 1386 0 0.0% Q2 2026 Jul 10, 2026
Align Financial, LLC History No change 238 167 0.08% 0.08% 1388 0 0.0% Q2 2026 Jul 27, 2026
Russell Investments Group, Ltd. History No change 227 159 0.0% 0.0% 1389 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 226 158 0.08% 0.08% 1390 0 0.0% Q2 2026 Aug 10, 2026
Bangor Savings Bank History Reduced 232 152 0.01% 0.03% 1391 -290 -55.56% Q3 2026 Oct 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 217 152 0.02% 0.02% 1392 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 219 152 0.0% 0.0% 1393 0 0.0% Q2 2026 Aug 10, 2026
ATWOOD & PALMER INC History No change 223 146 0.01% 0.01% 1394 0 0.0% Q3 2026 Oct 08, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 199 140 0.13% 0.13% 1395 0 0.0% Q2 2026 Jul 09, 2026
Mascoma Wealth Management LLC History No change 198 139 0.03% 0.03% 1396 0 0.0% Q2 2026 Jul 24, 2026
Holos Integrated Wealth LLC History No change 200 137 0.06% 0.06% 1397 0 0.0% Q2 2026 Jul 15, 2026
Fairman Group, LLC History No change 190 134 0.11% 0.11% 1398 0 0.0% Q2 2026 Aug 04, 2026
Vermillion Wealth Management, Inc. History No change 190 133 0.03% 0.03% 1399 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 185 130 0.01% 0.01% 1400 0 0.0% Q2 2026 Jul 21, 2026
GODSEY & GIBB, INC History No change 180 126 0.01% 0.01% 1401 0 0.0% Q2 2026 Jul 13, 2026
AMERIFLEX GROUP, INC. History No change 176 123 0.05% 0.05% 1402 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 175 121 0.02% 0.02% 1403 0 0.0% Q2 2026 Jul 09, 2026
Costello Asset Management, INC History No change 172 120 0.04% 0.04% 1404 0 0.0% Q2 2026 Jul 28, 2026
Citizens National Bank Trust Department History No change 168 118 0.02% 0.02% 1405 0 0.0% Q2 2026 Jul 22, 2026
Bernard Wealth Management Corp. History No change 169 118 0.04% 0.04% 1406 0 0.0% Q2 2026 Aug 21, 2026
Indiana Trust & Investment Management Co History No change 164 115 0.03% 0.03% 1407 0 0.0% Q2 2026 Jul 22, 2026
VANGUARD ADVISERS INC History No change 156 109 0.0% 0.0% 1408 0 0.0% Q2 2026 Aug 13, 2026
Horizons Wealth Management History New 164 107 0.07% — 1409 +164 New Q3 2026 Oct 05, 2026
TOWER TRUST & INVESTMENT Co History No change 151 106 0.06% 0.06% 1410 0 0.0% Q2 2026 Jul 09, 2026
Thomas J. Herzfeld Advisors, Inc. History No change 150 105 0.03% 0.03% 1411 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 150 105 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 148 104 0.06% 0.06% 1413 0 0.0% Q2 2026 Jul 21, 2026
Richardson Capital Management LLC History No change 142 99 0.04% 0.04% 1414 0 0.0% Q2 2026 Jul 17, 2026
HHM Wealth Advisors, LLC History No change 138 97 0.01% 0.01% 1415 0 0.0% Q2 2026 Jul 13, 2026
Meramec Financial Planners, LLC History No change 140 96 0.04% 0.04% 1416 0 0.0% Q2 2026 Jul 28, 2026
PINNEY & SCOFIELD, INC. History No change 134 94 0.05% 0.05% 1417 0 0.0% Q2 2026 Aug 07, 2026
MilWealth Group LLC History No change 133 93 0.02% 0.02% 1418 0 0.0% Q2 2026 Aug 03, 2026
Sankala Group LLC History No change 132 93 0.06% 0.06% 1419 0 0.0% Q2 2026 Aug 18, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 125 88 0.04% 0.04% 1420 0 0.0% Q2 2026 Aug 03, 2026
Valor Advisors LLC History No change 126 88 0.06% 0.06% 1421 0 0.0% Q2 2026 Aug 14, 2026
Truvestments Capital LLC History No change 124 87 0.01% 0.01% 1422 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 125 87 0.01% 0.01% 1423 0 0.0% Q2 2026 Jul 29, 2026
Hilltop National Bank History No change 125 87 0.02% 0.02% 1424 0 0.0% Q2 2026 Jul 01, 2026
ROTHSCHILD INVESTMENT LLC History No change 121 85 0.0% 0.0% 1425 0 0.0% Q2 2026 Aug 06, 2026
First Bancorp, Inc /ME/ History No change 121 85 0.03% 0.03% 1426 0 0.0% Q2 2026 Aug 11, 2026
Investment Research & Advisory Group, Inc. History No change 122 85 0.03% 0.03% 1427 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Wealth Management, LLC History No change 120 85 0.01% 0.01% 1428 0 0.0% Q2 2026 Jul 30, 2026
S&T BANK/PA History No change 120 84 0.03% 0.03% 1429 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN NATIONAL BANK & TRUST History No change 129 84 0.01% 0.01% 1430 0 0.0% Q3 2026 Oct 07, 2026
Archer Investment Corp History No change 119 83 0.02% 0.02% 1431 0 0.0% Q2 2026 Aug 03, 2026
Versant Capital Management, Inc History Added to 126 82 0.01% 0.0% 1433 +90 250.0% Q3 2026 Oct 01, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 117 82 0.01% 0.01% 1432 0 0.0% Q2 2026 Jul 13, 2026
Harbor Asset Planning, Inc. History No change 117 82 0.06% 0.06% 1434 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 116 81 0.01% 0.01% 1435 0 0.0% Q2 2026 Aug 06, 2026
Canton Hathaway, LLC History No change 115 80 0.02% 0.02% 1436 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History No change 113 79 0.01% 0.01% 1437 0 0.0% Q2 2026 Jul 22, 2026
Centennial Bank/AR/ History No change 110 77 0.02% 0.02% 1438 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 108 76 0.01% 0.01% 1439 0 0.0% Q2 2026 Jul 30, 2026
Fairway Wealth LLC History No change 106 74 0.02% 0.02% 1440 0 0.0% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History No change 105 73 0.0% 0.0% 1441 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS History No change 101 71 0.0% 0.0% 1442 0 0.0% Q2 2026 Aug 13, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 100 70 0.03% 0.03% 1443 0 0.0% Q2 2026 Sep 18, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 100 70 0.0% 0.0% 1444 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 100 70 0.01% 0.01% 1445 0 0.0% Q2 2026 Sep 15, 2026
Parvin Asset Management, LLC History No change 100 70 0.05% 0.05% 1446 0 0.0% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 98 68 0.02% 0.02% 1447 0 0.0% Q2 2026 Aug 03, 2026
Kingdom Financial Group LLC. History No change 97 68 0.02% 0.02% 1448 0 0.0% Q2 2026 Aug 07, 2026
Newton One Investments LLC History No change 96 67 0.02% 0.02% 1449 0 0.0% Q2 2026 Jul 22, 2026
Smallwood Wealth Investment Management, LLC History No change 90 63 0.03% 0.03% 1450 0 0.0% Q2 2026 Jul 23, 2026
Main Street Group, LTD History No change 90 63 0.01% 0.01% 1451 0 0.0% Q2 2026 Jul 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 88 61 0.03% 0.03% 1452 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 88 61 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 87 61 0.0% 0.0% 1454 0 0.0% Q2 2026 Jul 14, 2026
ALBION FINANCIAL GROUP /UT History No change 85 60 0.0% 0.0% 1455 0 0.0% Q2 2026 Jul 22, 2026
FIRST COMMUNITY TRUST NA History No change 90 59 0.02% 0.03% 1456 0 0.0% Q3 2026 Oct 07, 2026
Perkins Coie Trust Co History No change 85 59 0.01% 0.01% 1457 0 0.0% Q2 2026 Jul 09, 2026
Burk Holdings LLC History No change 84 59 0.02% 0.02% 1458 0 0.0% Q2 2026 Aug 12, 2026
Lloyd Advisory Services, LLC. History No change 81 57 0.02% 0.02% 1459 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 81 57 0.02% 0.02% 1460 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 80 56 0.01% 0.01% 1461 0 0.0% Q2 2026 Aug 12, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 80 56 0.02% 0.02% 1462 0 0.0% Q2 2026 Jul 21, 2026
Bollard Group LLC History No change 80 56 0.0% 0.0% 1463 0 0.0% Q2 2026 Aug 12, 2026
Winch Advisory Services, LLC History No change 80 56 0.01% 0.01% 1464 0 0.0% Q2 2026 Aug 06, 2026
Atlatl Advisers LLC History No change 80 56 0.01% 0.01% 1465 0 0.0% Q2 2026 Jul 22, 2026
Tripletail Wealth Management, LLC History No change 82 56 0.06% 0.06% 1466 0 0.0% Q2 2026 Aug 14, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 85 55 0.01% — 1469 +85 New Q3 2026 Oct 07, 2026
RMG Wealth Management LLC History No change 78 55 0.01% 0.01% 1467 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 79 55 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 03, 2026
Synergy Investment Management, LLC History No change 77 54 0.01% 0.01% 1470 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 76 53 0.0% 0.0% 1471 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History No change 77 51 0.03% 0.04% 1472 0 0.0% Q3 2026 Oct 08, 2026
VESTOR CAPITAL, LLC History No change 2,500 50 0.0% 0.0% 1473 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 70 49 0.0% 0.0% 1474 0 0.0% Q2 2026 Jul 21, 2026
CoreFirst Bank & Trust History No change 70 49 0.02% 0.02% 1475 0 0.0% Q2 2026 Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 70 49 0.02% 0.02% 1476 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 62 43 0.03% 0.03% 1477 0 0.0% Q2 2026 Jul 24, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 61 42 0.02% 0.02% 1478 0 0.0% Q2 2026 Aug 14, 2026
City State Bank History No change 58 40 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 56 39 0.01% 0.01% 1480 0 0.0% Q2 2026 Jul 08, 2026
N.E.W. Advisory Services LLC History No change 57 39 0.0% 0.0% 1481 0 0.0% Q2 2026 Aug 06, 2026
Piscataqua Savings Bank History No change 56 39 0.03% 0.03% 1482 0 0.0% Q2 2026 Jul 09, 2026
High Point Wealth Management, LLC History No change 57 39 0.03% 0.03% 1483 0 0.0% Q2 2026 Jul 20, 2026
ROGCO, LP History No change 55 38 0.01% 0.01% 1484 0 0.0% Q2 2026 Jul 30, 2026
Evolution Advisers, Inc. History No change 54 37 0.01% 0.01% 1485 0 0.0% Q2 2026 Jul 31, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 50 35 0.0% 0.0% 1486 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 50 35 0.0% 0.0% 1487 0 0.0% Q2 2026 Aug 11, 2026
Barnes Dennig Private Wealth Management LLC History No change 51 35 0.03% 0.03% 1488 0 0.0% Q2 2026 Jul 15, 2026
Clean Yield Group History No change 49 34 0.01% 0.01% 1489 0 0.0% Q2 2026 Aug 05, 2026
DiNuzzo Private Wealth, Inc. History No change 50 34 0.0% 0.0% 1490 0 0.0% Q2 2026 Jul 10, 2026
ALERUS FINANCIAL NA History No change 47 33 0.0% 0.0% 1491 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 47 33 0.0% 0.0% 1492 0 0.0% Q2 2026 Jul 27, 2026
PlanVest Financial, Inc History No change 47 33 0.02% 0.02% 1493 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 46 32 0.0% 0.0% 1494 0 0.0% Q2 2026 Aug 06, 2026
Security National Bank History No change 45 31 0.0% 0.0% 1495 0 0.0% Q2 2026 Jul 15, 2026
CBIZ Investment Advisory Services, LLC History No change 50 31 0.0% 0.0% 1496 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 44 30 0.01% 0.01% 1497 0 0.0% Q2 2026 Sep 15, 2026
Physician Wealth Advisors, Inc. History No change 42 29 0.0% 0.0% 1498 0 0.0% Q2 2026 Jul 20, 2026
GROUP ONE TRADING LLC History No change 41 28 0.0% 0.0% 1499 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 40 28 0.02% 0.02% 1500 0 0.0% Q2 2026 Jul 23, 2026
SHP Wealth Management History No change 37 26 0.0% 0.0% 1501 0 0.0% Q2 2026 Aug 11, 2026
WEBSTER BANK, N. A. History No change 35 24 0.0% 0.0% 1502 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning Group LLC History No change 33 23 0.0% 0.0% 1503 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 33 23 0.01% 0.01% 1504 0 0.0% Q2 2026 Aug 03, 2026
Steigerwald, Gordon & Koch Inc. History No change 30 21 0.0% 0.0% 1505 0 0.0% Q2 2026 Jul 22, 2026
GGM Financial LLC History No change 31 21 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 23, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 28 19 0.04% 0.04% 1507 0 0.0% Q2 2026 Aug 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 27 18 0.01% 0.01% 1508 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 25 17 0.0% 0.0% 1509 0 0.0% Q2 2026 Aug 04, 2026
Bullseye Investment Management, LLC History No change 25 17 0.01% 0.01% 1510 0 0.0% Q2 2026 Sep 11, 2026
CGC Financial Services, LLC History No change 25 17 0.0% 0.0% 1511 0 0.0% Q2 2026 Jul 13, 2026
Signature Equity Partners, LLC History No change 25 17 0.01% 0.01% 1512 0 0.0% Q2 2026 Jul 30, 2026
Capital Analysts, LLC History No change 23 16 0.0% 0.0% 1513 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History No change 23 16 0.0% 0.0% 1514 0 0.0% Q2 2026 Aug 07, 2026
Activest Wealth Management History No change 24 16 0.0% 0.0% 1515 0 0.0% Q2 2026 Jul 16, 2026
CKW FINANCIAL GROUP History No change 20 14 0.0% 0.0% 1516 0 0.0% Q2 2026 Jul 24, 2026
GILL CAPITAL PARTNERS, LLC History No change 18 12 0.0% 0.0% 1517 0 0.0% Q2 2026 Aug 20, 2026
Murphy & Mullick Capital Management Corp History No change 18 12 0.01% 0.01% 1518 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 17 11 0.0% 0.0% 1519 0 0.0% Q2 2026 Jul 29, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 17 11 0.0% 0.0% 1520 0 0.0% Q3 2026 Oct 01, 2026
NFSG Corp History No change 17 11 0.0% 0.0% 1521 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Trust Co History No change 16 11 0.01% 0.01% 1522 0 0.0% Q2 2026 Jul 10, 2026
Nova Wealth Management, Inc. History No change 15 10 0.01% 0.01% 1523 0 0.0% Q2 2026 Jul 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 16 10 0.01% 0.01% 1524 0 0.0% Q3 2026 Oct 07, 2026
Dunhill Financial, LLC History No change 14 9 0.0% 0.0% 1525 0 0.0% Q2 2026 Aug 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 14 9 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 05, 2026
Downshift Financial, LLC History No change 14 9 0.0% 0.0% 1527 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 12 8 0.0% 0.0% 1528 0 0.0% Q2 2026 Jul 17, 2026
Roble, Belko & Company, Inc History No change 11 8 0.0% 0.0% 1529 0 0.0% Q2 2026 Jul 24, 2026
Olistico Wealth, LLC History Reduced 12 7 0.0% 0.01% 1532 -8 -40.0% Q3 2026 Oct 05, 2026
Oakworth Capital, Inc. History No change 11 7 0.0% 0.0% 1530 0 0.0% Q2 2026 Jul 22, 2026
Solstein Capital, LLC History No change 10 7 0.0% 0.0% 1531 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 10 7 0.0% 0.0% 1533 0 0.0% Q2 2026 Aug 04, 2026
Timmons Wealth Management, LLC History No change 9 6 0.0% 0.0% 1534 0 0.0% Q2 2026 Aug 07, 2026
Fairscale Capital, LLC History No change 8 5 0.0% 0.0% 1535 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7 4 0.0% 0.0% 1536 0 0.0% Q2 2026 Aug 05, 2026
Coston, McIsaac & Partners History No change 6 4 0.0% 0.0% 1537 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 5 3 0.0% 0.0% 1538 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2 1 0.0% 0.0% 1539 0 0.0% Q2 2026 Jul 14, 2026
Byrne Asset Management LLC History No change 2 1 0.0% 0.0% 1540 0 0.0% Q3 2026 Oct 06, 2026
Lodestone Wealth Management LLC History No change 2 1 0.0% 0.0% 1541 0 0.0% Q2 2026 Jul 23, 2026
YHB Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -315 -100.0% Q3 2026 Oct 08, 2026
BOS Asset Management, LLC History Closed out 0 0 — 0.05% — -303 -100.0% Q3 2026 Oct 09, 2026
Kearns & Associates LLC History Closed out 0 0 — 0.1% — -300 -100.0% Q3 2026 Oct 09, 2026
Tower Research Capital LLC (TRC) History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Banque Cantonale Vaudoise History No change 131 0 — — — 0 0.0% Q2 2026 Jul 31, 2026