NOVARTIS AG - NVS

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
Fisher Asset Management, LLC History No change 15,523,378 2,432,824 0.72% 0.72% 1 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 8,726,827 1,367,668 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 8,117,586 1,272,238 0.23% 0.23% 3 0 0.0% Q2 2026 Aug 11, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 6,592,124 1,033,117 0.61% 0.61% 4 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 5,239,309 821,104 1.03% 1.03% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 4,909,938 769,485 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 3,251,281 509,540 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 3,047,988 477,680 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 2,980,168 467,051 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,792,745 437,678 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 13, 2026
LMR Partners LLP History No change 2,587,426 405,501 1.51% 1.51% 11 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 2,386,527 374,016 0.42% 0.42% 12 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,330,979 365,307 0.09% 0.09% 13 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 2,264,447 356,854 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 2,221,362 348,130 0.14% 0.14% 15 0 0.0% Q2 2026 Aug 14, 2026
GQG Partners LLC History No change 2,151,131 337,128 0.63% 0.63% 16 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 2,057,404 322,436 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
Cullen Capital Management, LLC History No change 2,033,040 318,618 3.13% 3.13% 18 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,974,043 306,813 0.12% 0.12% 19 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 1,904,349 300,106 0.54% 0.54% 20 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,828,817 286,612 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,801,337 282,305 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 1,565,796 245,391 0.12% 0.12% 23 0 0.0% Q2 2026 Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,222,482 191,587 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,184,422 185,622 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 1,073,400 168,223 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 12, 2026
Holocene Advisors, LP History No change 1,037,332 162,570 0.37% 0.37% 27 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,034,308 162,096 0.02% 0.02% 28 0 0.0% Q2 2026 Sep 02, 2026
Chevy Chase Trust Holdings, LLC History No change 1,033,709 162,002 0.42% 0.42% 29 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 1,002,335 157,086 0.45% 0.45% 30 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 968,701 151,814 0.18% 0.18% 31 0 0.0% Q2 2026 Jul 28, 2026
EARNEST PARTNERS LLC History No change 886,634 138,953 0.5% 0.5% 32 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 829,307 129,968 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 800,629 125,474 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 788,033 123,500 0.17% 0.17% 35 0 0.0% Q2 2026 Aug 13, 2026
DODGE & COX History No change 759,373 119,008 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 740,532 116,056 0.22% 0.22% 37 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 707,061 110,810 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 666,272 104,418 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 638,682 100,095 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 633,523 99,285 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 591,566 92,707 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 579,486 90,817 0.91% 0.91% 43 0 0.0% Q2 2026 Aug 10, 2026
HARDING LOEVNER LP History No change 578,234 90,471 0.85% 0.85% 44 0 0.0% Q2 2026 Aug 14, 2026
BRISTOL JOHN W & CO INC /NY/ History No change 557,777 87,414 1.29% 1.29% 45 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 546,659 85,672 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 524,073 82,140 0.1% 0.1% 47 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 508,398 79,690 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 457,045 71,628 1.01% 1.01% 49 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 442,978 69,423 0.12% 0.12% 50 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 437,208 68,519 0.09% 0.09% 51 0 0.0% Q2 2026 Aug 27, 2026
CITIGROUP INC History No change 418,626 65,607 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 03, 2026
TCTC Holdings, LLC History No change 393,932 61,737 1.62% 1.62% 53 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 386,332 60,546 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 384,386 60,241 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 379,597 59,490 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History No change 363,000 56,889 0.26% 0.26% 57 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 360,354 56,474 0.22% 0.22% 58 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 353,224 55,357 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 335,528 52,583 0.24% 0.24% 60 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 335,000 52,501 0.24% 0.24% 61 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 334,595 52,437 0.06% 0.06% 62 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 332,600 52,125 0.19% 0.19% 63 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 330,309 51,767 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 330,061 51,727 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 328,948 51,552 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 318,557 49,924 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History No change 317,429 49,748 0.88% 0.88% 68 0 0.0% Q2 2026 Aug 04, 2026
SATURNA CAPITAL CORP History No change 311,392 48,799 0.6% 0.6% 69 0 0.0% Q2 2026 Aug 14, 2026
SCHARF INVESTMENTS, LLC History No change 310,818 48,713 1.61% 1.61% 70 0 0.0% Q2 2026 Jul 10, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 293,443 45,988 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 03, 2026
COOKSON PEIRCE & CO INC History No change 283,840 44,483 1.47% 1.47% 72 0 0.0% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History No change 281,210 44,071 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 267,821 41,972 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 262,178 41,090 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 255,770 40,084 0.08% 0.08% 76 0 0.0% Q2 2026 Aug 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 245,957 38,546 0.09% 0.09% 77 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 245,557 38,483 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 241,904 37,911 0.07% 0.07% 79 0 0.0% Q2 2026 Aug 05, 2026
Quadrature Capital Ltd History No change 240,579 37,703 0.32% 0.32% 80 0 0.0% Q2 2026 Aug 06, 2026
Midwest Trust Co History No change 239,181 37,484 0.42% 0.42% 81 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 235,657 36,932 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 12, 2026
FIRST FINANCIAL BANKSHARES INC History No change 234,315 36,721 0.69% 0.69% 83 0 0.0% Q2 2026 Aug 11, 2026
Promethos Capital, LLC History No change 233,303 36,563 9.94% 9.94% 84 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 231,391 36,264 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 13, 2026
TriCert Investment Counsel Inc. History No change 226,301 35,465 3.3% 3.3% 86 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 222,881 34,929 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 217,234 34,044 0.35% 0.35% 88 0 0.0% Q2 2026 Aug 03, 2026
Cetera Investment Advisers History No change 206,722 32,397 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 201,250 31,539 0.21% 0.21% 90 0 0.0% Q2 2026 Aug 12, 2026
Integral Health Asset Management, LLC History No change 200,000 31,344 1.24% 1.24% 91 0 0.0% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 197,593 30,970 0.22% 0.22% 92 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 195,986 30,714 0.05% 0.05% 93 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 186,086 29,163 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 185,906 29,135 0.09% 0.09% 95 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 183,359 28,736 0.08% 0.08% 96 0 0.0% Q2 2026 Aug 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 183,246 28,718 0.04% 0.04% 97 0 0.0% Q2 2026 Jul 29, 2026
GODSEY & GIBB, INC History No change 183,015 28,682 2.35% 2.35% 98 0 0.0% Q2 2026 Jul 13, 2026
Parkwood LLC History No change 182,462 28,595 2.05% 2.05% 99 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 173,384 27,172 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 172,539 27,051 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 171,940 26,946 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 185,430 26,436 0.32% 0.35% 103 +3,170 1.74% Q3 2026 Oct 05, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 165,519 25,940 2.96% 2.96% 104 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 164,478 25,776 0.21% 0.21% 105 0 0.0% Q2 2026 Sep 23, 2026
D.A. DAVIDSON & CO. History No change 163,017 25,548 0.14% 0.14% 106 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 161,839 25,362 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 19, 2026
Martin Investment Management, LLC History No change 157,179 24,633 8.22% 8.22% 108 0 0.0% Q2 2026 Jul 17, 2026
OAK ASSOCIATES LTD /OH/ History No change 155,362 24,348 1.36% 1.36% 109 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 153,797 24,103 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 13, 2026
Foresight Global Investors, Inc. History No change 153,693 24,086 14.6% 14.6% 111 0 0.0% Q2 2026 Aug 10, 2026
GRANDFIELD & DODD, LLC History No change 153,436 24,046 1.26% 1.26% 112 0 0.0% Q2 2026 Aug 07, 2026
Capital Wealth Planning, LLC History No change 151,974 23,817 0.12% 0.12% 113 0 0.0% Q2 2026 Aug 14, 2026
DIADEMA PARTNERS LP History No change 150,000 23,508 2.97% 2.97% 114 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 149,665 23,455 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 148,691 23,302 0.03% 0.03% 116 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 150,968 23,202 0.07% 0.07% 117 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 147,424 23,087 0.09% 0.09% 118 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 147,054 23,046 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 136,197 21,344 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 134,700 21,110 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 13, 2026
INGALLS & SNYDER LLC History No change 134,587 21,092 0.58% 0.58% 122 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 134,100 21,016 1.41% 1.41% 123 0 0.0% Q2 2026 Aug 03, 2026
Coleford Investment Management Ltd. History No change 133,970 20,995 4.58% 4.58% 124 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 126,866 19,882 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 126,054 19,755 0.16% 0.16% 126 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 125,266 19,631 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 124,459 19,505 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
GW HENSSLER & ASSOCIATES LTD History No change 123,971 19,428 0.86% 0.86% 129 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 123,788 19,400 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 13, 2026
Douglas Lane & Associates, LLC History Reduced 132,255 18,855 0.25% 0.3% 131 -7,897 -5.63% Q3 2026 Oct 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 116,598 18,273 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 114,209 17,911 0.28% 0.28% 133 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 135,549 17,584 0.03% 0.04% 134 -15,107 -10.03% Q3 2026 Oct 13, 2026
WILKINS INVESTMENT COUNSEL INC History No change 111,067 17,406 2.35% 2.35% 135 0 0.0% Q2 2026 Aug 06, 2026
Ethic Inc. History No change 108,784 17,048 0.21% 0.21% 136 0 0.0% Q2 2026 Jul 29, 2026
Callan Family Office, LLC History No change 107,922 16,913 0.33% 0.33% 137 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 105,819 16,583 0.25% 0.25% 138 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 104,932 16,444 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 104,792 16,422 0.06% 0.06% 140 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 102,927 16,130 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
First Fiduciary Investment Counsel, Inc. History No change 99,224 15,550 2.94% 2.94% 142 0 0.0% Q2 2026 Jul 27, 2026
NOMURA HOLDINGS INC History No change 94,009 14,733 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
American Assets Investment Management, LLC History No change 93,610 14,670 0.89% 0.89% 144 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 92,390 14,479 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 91,944 14,409 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 91,400 14,324 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 89,770 14,068 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 89,587 14,040 0.03% 0.03% 149 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 89,153 13,972 0.06% 0.06% 150 0 0.0% Q2 2026 Aug 13, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History No change 86,909 13,620 0.25% 0.25% 151 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 86,061 13,487 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 86,457 13,322 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 84,234 13,201 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 18, 2026
Bahl & Gaynor LLC History No change 83,396 13,069 0.06% 0.06% 155 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 83,188 13,037 0.16% 0.16% 156 0 0.0% Q2 2026 Jul 24, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 82,396 12,913 0.61% 0.61% 157 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 81,258 12,734 0.12% 0.12% 158 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT HOUSE LLC History No change 80,147 12,560 0.57% 0.57% 159 0 0.0% Q2 2026 Jul 31, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 79,360 12,437 0.16% 0.16% 160 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 80,613 12,425 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 76,213 11,944 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 75,500 11,832 0.08% 0.08% 163 0 0.0% Q2 2026 Aug 12, 2026
Matthew Goff Investment Advisor, LLC History Reduced 82,410 11,749 1.75% 2.19% 164 -561 -0.68% Q3 2026 Oct 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 73,973 11,657 0.15% 0.15% 165 0 0.0% Q2 2026 Aug 13, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 74,291 11,642 1.63% 1.63% 166 0 0.0% Q2 2026 Aug 06, 2026
Eldred Rock Partners, LLC History Added to 81,260 11,585 2.57% 2.72% 167 +633 0.79% Q3 2026 Oct 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 73,900 11,581 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 73,584 11,532 0.43% 0.43% 169 0 0.0% Q2 2026 Aug 14, 2026
Altrius Capital Management Inc History No change 72,584 11,375 2.16% 2.16% 170 0 0.0% Q2 2026 Aug 13, 2026
Live Oak Private Wealth LLC History No change 72,426 11,350 1.42% 1.42% 171 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 71,723 11,240 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 71,724 11,240 0.04% 0.04% 173 0 0.0% Q2 2026 Jul 28, 2026
Reynders McVeigh Capital Management, LLC History No change 71,575 11,217 0.5% 0.5% 174 0 0.0% Q2 2026 Sep 15, 2026
Tweedy, Browne Co LLC History No change 71,125 11,146 0.84% 0.84% 175 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 77,768 11,087 0.28% 0.28% 176 +6,666 9.38% Q3 2026 Oct 13, 2026
CAMDEN NATIONAL BANK History No change 70,745 11,087 1.44% 1.44% 177 0 0.0% Q2 2026 Jul 31, 2026
TOWER BRIDGE ADVISORS History No change 69,416 10,878 0.98% 0.98% 178 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 68,779 10,779 0.15% 0.15% 179 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 68,487 10,733 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 67,193 10,530 0.2% 0.2% 181 0 0.0% Q2 2026 Aug 14, 2026
SALT Holding Corp. History No change 66,844 10,475 5.55% 5.55% 182 0 0.0% Q2 2026 Aug 14, 2026
Dixon Mitchell Investment Counsel Inc. History No change 66,500 10,421 0.34% 0.34% 183 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 66,091 10,358 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 64,977 10,182 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 64,224 10,065 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 14, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 63,414 9,938 2.25% 2.25% 187 0 0.0% Q2 2026 Jul 09, 2026
PEAK6 LLC History No change 62,900 9,857 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 62,887 9,855 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
Cohen Capital Management, Inc. History Reduced 69,038 9,842 1.37% 1.59% 190 -5,811 -7.76% Q3 2026 Oct 13, 2026
Mengis Capital Management, Inc. History Reduced 67,473 9,619 1.43% 1.68% 191 -2,875 -4.09% Q3 2026 Oct 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 61,000 9,559 0.26% 0.26% 192 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 60,245 9,441 0.09% 0.09% 193 0 0.0% Q2 2026 Jul 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 60,118 9,421 0.3% 0.3% 194 0 0.0% Q2 2026 Aug 20, 2026
Cambridge Investment Research Advisors, Inc. History No change 59,271 9,289 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 59,156 9,270 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 58,960 9,240 0.07% 0.07% 197 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 57,984 9,087 0.11% 0.11% 198 0 0.0% Q2 2026 Jul 30, 2026
Advisors Capital Management, LLC History No change 57,958 9,083 0.1% 0.1% 199 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History No change 56,351 8,831 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 55,762 8,739 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 03, 2026
Russell Investments Group, Ltd. History No change 55,033 8,624 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 54,336 8,515 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 07, 2026
Boston Partners History No change 53,689 8,390 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 04, 2026
Edgemoor Investment Advisors, Inc. History No change 52,824 8,278 0.56% 0.56% 205 0 0.0% Q2 2026 Aug 07, 2026
Narwhal Capital Management History No change 52,702 8,259 0.57% 0.57% 206 0 0.0% Q2 2026 Jul 24, 2026
STATE STREET CORP History No change 50,661 8,013 0.0% 0.0% 207 0 0.0% Q2 2026 Sep 22, 2026
1832 Asset Management L.P. History No change 51,084 8,005 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 51,066 8,003 0.11% 0.11% 209 0 0.0% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 50,794 7,960 0.03% 0.03% 210 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 50,700 7,945 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 14, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 50,139 7,857 1.98% 1.98% 212 0 0.0% Q2 2026 Jul 20, 2026
FIRST MANHATTAN CO. LLC. History No change 50,123 7,855 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 14, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 50,000 7,832 1.02% 1.02% 214 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 49,908 7,821 0.79% 0.79% 215 0 0.0% Q2 2026 Jul 17, 2026
Cardinal Capital Management History No change 49,670 7,784 0.94% 0.94% 216 0 0.0% Q2 2026 Jul 21, 2026
TUDOR INVESTMENT CORP ET AL History No change 49,500 7,757 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 49,133 7,700 1.05% 1.05% 218 0 0.0% Q2 2026 Jul 20, 2026
PITTENGER & ANDERSON INC History No change 49,020 7,682 0.27% 0.27% 219 0 0.0% Q2 2026 Jul 27, 2026
China Universal Asset Management Co., Ltd. History No change 49,000 7,679 0.46% 0.46% 220 0 0.0% Q2 2026 Jul 24, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 48,400 7,585 0.3% 0.3% 221 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 48,030 7,527 1.22% 1.22% 222 0 0.0% Q2 2026 Aug 05, 2026
Naviter Wealth, LLC History No change 47,793 7,490 0.68% 0.68% 223 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 47,580 7,456 0.14% 0.14% 224 0 0.0% Q2 2026 Aug 12, 2026
Glassy Mountain Advisors, Inc. History No change 47,531 7,449 2.04% 2.04% 225 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY TRUST CO History No change 47,417 7,431 0.08% 0.08% 226 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 46,466 7,282 0.27% 0.27% 227 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 45,908 7,194 0.13% 0.13% 228 0 0.0% Q2 2026 Jul 23, 2026
FACTORY MUTUAL INSURANCE CO History No change 45,066 7,062 0.07% 0.07% 229 0 0.0% Q2 2026 Jul 21, 2026
Bleakley Financial Group, LLC History No change 44,930 7,041 0.09% 0.09% 230 0 0.0% Q2 2026 Aug 05, 2026
Triasima Portfolio Management inc. History No change 44,755 7,014 0.95% 0.95% 231 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 44,418 6,961 0.04% 0.04% 232 0 0.0% Q2 2026 Aug 13, 2026
Monte Financial Group, LLC History No change 44,535 6,954 2.23% 2.23% 233 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 44,366 6,953 0.08% 0.08% 234 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 44,240 6,933 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 43,915 6,882 0.04% 0.04% 236 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 43,852 6,872 0.17% 0.17% 237 0 0.0% Q2 2026 Jul 31, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 47,702 6,861 0.8% 1.05% 238 -7,832 -14.1% Q3 2026 Oct 13, 2026
WCG Wealth Advisors LLC History No change 43,776 6,860 0.16% 0.16% 239 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 43,692 6,847 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 44,423 6,802 0.11% 0.11% 241 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 43,358 6,795 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 43,150 6,762 0.03% 0.03% 243 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 42,672 6,687 0.05% 0.05% 244 0 0.0% Q2 2026 Aug 12, 2026
Catalyst Capital Advisors LLC History No change 41,842 6,557 0.11% 0.11% 245 0 0.0% Q2 2026 Jul 24, 2026
Euro Pacific Asset Management, LLC History Reduced 41,100 6,438 0.53% 0.56% 246 -357 -0.86% Q3 2026 Oct 13, 2026
HAMEL ASSOCIATES, INC. History No change 40,423 6,335 1.75% 1.75% 247 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 39,996 6,268 0.07% 0.07% 248 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 39,948 6,260 0.18% 0.18% 249 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 39,871 6,248 0.74% 0.74% 250 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 39,601 6,206 0.09% 0.09% 251 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 39,351 6,167 0.12% 0.12% 252 0 0.0% Q2 2026 Jul 27, 2026
CARRET ASSET MANAGEMENT, LLC History No change 39,278 6,155 0.54% 0.54% 253 0 0.0% Q2 2026 Aug 04, 2026
CHOREO, LLC History No change 39,193 6,142 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 38,971 6,107 0.03% 0.03% 255 0 0.0% Q2 2026 Jul 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 38,779 6,070 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 38,592 6,048 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 38,476 6,029 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Hayek Kallen Investment Management History No change 37,538 5,883 1.78% 1.78% 259 0 0.0% Q2 2026 Aug 17, 2026
Farther Finance Advisors, LLC History Added to 41,229 5,878 0.04% 0.05% 260 +3,889 10.42% Q3 2026 Oct 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 37,227 5,834 0.0% 0.0% 261 0 0.0% Q2 2026 Sep 09, 2026
Lido Advisors, LLC History No change 36,804 5,768 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 07, 2026
Henry James International Management Inc. History No change 40,427 5,763 1.75% 1.9% 263 0 0.0% Q3 2026 Oct 14, 2026
Entropy Technologies, LP History No change 36,558 5,729 0.23% 0.23% 264 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 36,502 5,720 0.14% 0.14% 265 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History Reduced 39,677 5,656 0.03% 0.03% 266 -865 -2.13% Q3 2026 Oct 14, 2026
Spire Wealth Management History No change 35,965 5,633 0.17% 0.17% 267 0 0.0% Q2 2026 Jul 15, 2026
RHUMBLINE ADVISERS History No change 35,943 5,632 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
Timber Creek Capital Management LLC History No change 35,388 5,546 1.13% 1.13% 269 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 35,052 5,495 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 34,861 5,463 1.79% 1.79% 271 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 34,804 5,454 0.03% 0.03% 272 0 0.0% Q2 2026 Jul 20, 2026
Gradient Investments LLC History Added to 37,780 5,386 0.08% 0.08% 273 +486 1.3% Q3 2026 Oct 08, 2026
DEARBORN PARTNERS LLC History No change 35,208 5,378 0.29% 0.29% 274 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History No change 34,195 5,359 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 10, 2026
Greenfield Seitz Capital Management, LLC History No change 33,624 5,269 1.57% 1.57% 276 0 0.0% Q2 2026 Aug 12, 2026
Auto-Owners Insurance Co History No change 33,570 5,261 0.12% 0.12% 277 0 0.0% Q2 2026 Jul 15, 2026
Providence Capital Advisors, LLC History No change 32,898 5,155 0.78% 0.78% 278 0 0.0% Q2 2026 Aug 11, 2026
WealthTrust Axiom LLC History No change 32,676 5,121 1.14% 1.14% 279 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 32,315 5,064 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 10, 2026
Abundance Wealth Counselors History No change 32,213 5,048 0.33% 0.33% 281 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 32,186 5,044 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 31,461 4,930 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 31,396 4,920 0.11% 0.11% 284 0 0.0% Q2 2026 Aug 05, 2026
Crossmark Global Holdings, Inc. History No change 31,082 4,871 0.06% 0.06% 285 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 30,759 4,820 0.13% 0.13% 286 0 0.0% Q2 2026 Aug 04, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 30,427 4,768 0.42% 0.42% 287 0 0.0% Q2 2026 Jul 29, 2026
FRED ALGER MANAGEMENT, LLC History No change 30,125 4,721 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 29,903 4,686 0.28% 0.28% 289 0 0.0% Q2 2026 Jul 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 29,560 4,632 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 29,508 4,624 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 17, 2026
Choate Investment Advisors History No change 29,237 4,582 0.08% 0.08% 292 0 0.0% Q2 2026 Aug 11, 2026
Chesley Taft & Associates LLC History Reduced 32,060 4,570 0.18% 0.2% 293 -350 -1.08% Q3 2026 Oct 13, 2026
CWA Asset Management Group, LLC History No change 29,083 4,557 0.14% 0.14% 294 0 0.0% Q2 2026 Jul 14, 2026
PRENTISS SMITH & CO INC History No change 29,004 4,545 2.49% 2.49% 295 0 0.0% Q2 2026 Jul 30, 2026
Arjuna Capital History No change 28,989 4,543 1.02% 1.02% 296 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 28,916 4,531 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 27, 2026
Engineers Gate Manager LP History No change 28,899 4,529 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 28,866 4,523 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 28,770 4,508 0.18% 0.18% 300 0 0.0% Q2 2026 Aug 10, 2026
Oxbow Advisors, LLC History No change 28,452 4,459 0.36% 0.36% 301 0 0.0% Q2 2026 Aug 07, 2026
Pegasus Asset Management, Inc. History No change 28,387 4,448 1.27% 1.27% 302 0 0.0% Q2 2026 Aug 05, 2026
Haverford Trust Co History No change 28,222 4,422 0.04% 0.04% 303 0 0.0% Q2 2026 Aug 12, 2026
FAYEZ SAROFIM & CO History No change 28,162 4,413 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 28,070 4,400 0.06% 0.06% 305 0 0.0% Q2 2026 Jul 15, 2026
CIBC Asset Management Inc History No change 28,084 4,372 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 03, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 27,819 4,359 0.16% 0.16% 307 0 0.0% Q2 2026 Jul 16, 2026
MAVERICK CAPITAL LTD History No change 27,789 4,355 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 27,727 4,345 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 28,213 4,309 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
DLD Asset Management, LP History No change 27,500 4,309 0.28% 0.28% 311 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 27,477 4,306 0.07% 0.07% 312 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 27,417 4,296 0.28% 0.28% 313 0 0.0% Q2 2026 Jul 29, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 27,118 4,249 0.23% 0.23% 314 0 0.0% Q2 2026 Jul 27, 2026
Penobscot Investment Management Company, Inc. History No change 26,577 4,165 0.29% 0.29% 315 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Union Bankshares Corp History No change 26,575 4,164 0.07% 0.07% 316 0 0.0% Q2 2026 Aug 11, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 26,308 4,122 0.2% 0.2% 317 0 0.0% Q2 2026 Aug 10, 2026
Pekin Hardy Strauss, Inc. History No change 26,136 4,096 0.36% 0.36% 318 0 0.0% Q2 2026 Jul 30, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 26,087 4,088 0.25% 0.25% 319 0 0.0% Q2 2026 Jul 23, 2026
ALBERT D MASON INC History No change 25,727 4,031 2.29% 2.29% 320 0 0.0% Q2 2026 Jul 22, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 25,560 4,005 0.24% 0.24% 321 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 25,560 4,005 0.07% 0.07% 322 0 0.0% Q2 2026 Jul 31, 2026
Telos Capital Management, Inc. History No change 25,483 3,993 0.35% 0.35% 323 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 25,239 3,955 0.04% 0.04% 324 0 0.0% Q2 2026 Aug 06, 2026
apricus wealth, LLC History No change 24,838 3,892 1.86% 1.86% 325 0 0.0% Q2 2026 Jul 22, 2026
Diamond Hill Capital Management, LLC (Investment Advisor) History No change 24,822 3,890 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 06, 2026
Advisors Asset Management, Inc. History No change 24,465 3,834 0.06% 0.06% 327 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 24,292 3,807 0.04% 0.04% 328 0 0.0% Q2 2026 Aug 14, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 24,082 3,774 1.53% 1.53% 329 0 0.0% Q2 2026 Jul 14, 2026
AMG National Trust Bank History No change 24,015 3,763 0.08% 0.08% 330 0 0.0% Q2 2026 Aug 06, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 26,283 3,747 0.25% 0.28% 331 -1,396 -5.04% Q3 2026 Oct 13, 2026
OPPENHEIMER & CO INC History No change 23,885 3,743 0.04% 0.04% 332 0 0.0% Q2 2026 Aug 03, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 23,884 3,743 1.26% 1.26% 333 0 0.0% Q2 2026 Jul 09, 2026
EQUITABLE TRUST CO History Reduced 26,092 3,719 0.16% 0.18% 334 -769 -2.86% Q3 2026 Oct 13, 2026
EagleClaw Capital Managment, LLC History No change 23,712 3,716 0.5% 0.5% 335 0 0.0% Q2 2026 Aug 10, 2026
FCA CORP /TX History No change 23,419 3,670 0.9% 0.9% 336 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History Added to 25,686 3,662 0.18% 0.2% 338 +876 3.53% Q3 2026 Oct 13, 2026
PATTEN & PATTEN INC/TN History No change 23,369 3,662 0.19% 0.19% 337 0 0.0% Q2 2026 Aug 05, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 23,278 3,648 1.34% 1.34% 339 0 0.0% Q2 2026 Jul 10, 2026
Kathmere Capital Management, LLC History No change 22,990 3,602 0.19% 0.19% 340 0 0.0% Q2 2026 Jul 29, 2026
Third View Private Wealth, LLC History No change 22,936 3,594 0.44% 0.44% 341 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 22,804 3,573 0.99% 0.99% 342 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 22,603 3,542 0.08% 0.08% 343 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 22,319 3,517 0.1% 0.1% 344 0 0.0% Q2 2026 Aug 07, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 24,098 3,435 0.18% 0.24% 345 -4,867 -16.8% Q3 2026 Oct 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 21,893 3,431 0.21% 0.21% 346 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 21,792 3,415 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 10, 2026
FOSTER & MOTLEY INC History No change 21,447 3,361 0.15% 0.15% 348 0 0.0% Q2 2026 Aug 07, 2026
Old Port Advisors History No change 21,266 3,332 0.66% 0.66% 349 0 0.0% Q2 2026 Jul 21, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 21,245 3,329 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 12, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History No change 21,020 3,294 1.98% 1.98% 351 0 0.0% Q2 2026 Aug 12, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 20,881 3,272 0.99% 0.99% 352 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 20,676 3,240 0.03% 0.03% 353 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 20,563 3,222 0.05% 0.05% 354 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 20,523 3,216 0.02% 0.02% 355 0 0.0% Q2 2026 Sep 08, 2026
Summit Trail Advisors, LLC History No change 20,407 3,198 0.04% 0.04% 356 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History No change 20,231 3,170 0.29% 0.29% 357 0 0.0% Q2 2026 Jul 16, 2026
Cascade Investment Advisors, Inc. History No change 20,060 3,143 1.71% 1.71% 358 0 0.0% Q2 2026 Jul 15, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 20,019 3,137 0.54% 0.54% 359 0 0.0% Q2 2026 Aug 12, 2026
Verition Fund Management LLC History No change 20,000 3,134 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 14, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 21,966 3,132 1.25% 1.34% 361 -305 -1.37% Q3 2026 Oct 13, 2026
Diversify Advisory Services, LLC History No change 20,054 3,130 0.05% 0.05% 362 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 20,054 3,130 0.05% 0.05% 363 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 19,742 3,094 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 19,690 3,085 0.04% 0.04% 365 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 19,549 3,063 0.02% 0.02% 366 0 0.0% Q2 2026 Jul 29, 2026
FAIRFIELD, BUSH & CO. History No change 19,239 3,015 1.48% 1.48% 367 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 19,068 2,988 0.25% 0.25% 368 0 0.0% Q2 2026 Jul 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 19,054 2,986 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 19,022 2,981 0.01% 0.01% 370 0 0.0% Q2 2026 Sep 23, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 18,743 2,936 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 18,651 2,923 0.35% 0.35% 372 0 0.0% Q2 2026 Aug 05, 2026
Beutel, Goodman & Co Ltd. History No change 18,599 2,914 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 20,095 2,864 0.27% 0.29% 374 -500 -2.43% Q3 2026 Oct 01, 2026
HALL LAURIE J TRUSTEE History Reduced 19,686 2,806 0.89% 1.12% 375 -3,211 -14.02% Q3 2026 Oct 06, 2026
INDEPENDENT INVESTORS INC History No change 17,900 2,805 0.54% 0.54% 376 0 0.0% Q2 2026 Jul 16, 2026
Virtu Financial LLC History No change 17,757 2,783 0.09% 0.09% 377 0 0.0% Q2 2026 Aug 13, 2026
Lester Murray Antman dba SimplyRich History No change 17,763 2,783 0.65% 0.65% 378 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Advisor Solutions LLC History Added to 19,470 2,775 0.08% 0.08% 379 +1,558 8.7% Q3 2026 Oct 13, 2026
Abbot Financial Management, Inc. History No change 17,701 2,774 0.95% 0.95% 380 0 0.0% Q2 2026 Aug 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 17,635 2,763 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History No change 17,632 2,763 0.4% 0.4% 382 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 17,483 2,755 0.09% 0.09% 383 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 17,467 2,737 0.03% 0.03% 384 0 0.0% Q2 2026 Aug 13, 2026
EVERETT HARRIS & CO /CA/ History No change 17,363 2,721 0.03% 0.03% 385 0 0.0% Q2 2026 Aug 03, 2026
Strategic Global Advisors, LLC History No change 17,342 2,708 0.39% 0.39% 386 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 17,249 2,703 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 17,200 2,695 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 17,084 2,677 0.1% 0.1% 389 0 0.0% Q2 2026 Jul 20, 2026
Checchi Capital Advisers, LLC History No change 16,953 2,656 0.12% 0.12% 390 0 0.0% Q2 2026 Aug 04, 2026
BTC Capital Management, Inc. History No change 16,933 2,653 0.16% 0.16% 391 0 0.0% Q2 2026 Jul 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 16,882 2,645 0.07% 0.07% 392 0 0.0% Q2 2026 Aug 10, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 16,800 2,632 0.11% 0.11% 393 0 0.0% Q2 2026 Jul 23, 2026
Optimist Retirement Group LLC History No change 16,777 2,629 1.01% 1.01% 394 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 16,667 2,612 0.41% 0.41% 395 0 0.0% Q2 2026 Aug 06, 2026
IAM Advisory, LLC History No change 16,635 2,607 0.51% 0.51% 396 0 0.0% Q2 2026 Jul 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 16,578 2,598 0.1% 0.1% 397 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 18,217 2,597 0.25% 0.28% 398 +806 4.63% Q3 2026 Oct 14, 2026
Prime Capital Investment Advisors, LLC History No change 16,577 2,597 0.03% 0.03% 399 0 0.0% Q2 2026 Aug 05, 2026
Ascent Wealth Partners, LLC History No change 16,473 2,581 0.26% 0.26% 400 0 0.0% Q2 2026 Jul 31, 2026
Schonfeld Strategic Advisors LLC History No change 16,468 2,580 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 16,322 2,557 0.12% 0.12% 402 0 0.0% Q2 2026 Aug 14, 2026
Perennial Advisors, LLC History Reduced 17,801 2,537 0.38% 0.48% 403 -1,901 -9.65% Q3 2026 Oct 13, 2026
Csenge Advisory Group History No change 16,110 2,524 0.1% 0.1% 404 0 0.0% Q2 2026 Aug 10, 2026
Empire Financial Management Company, LLC History No change 16,106 2,524 1.0% 1.0% 405 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 15,640 2,451 0.04% 0.04% 406 0 0.0% Q2 2026 Aug 05, 2026
Palisade Asset Management, LLC History No change 15,639 2,450 0.23% 0.23% 407 0 0.0% Q2 2026 Jul 20, 2026
Ativo Capital Management LLC History No change 15,609 2,446 1.87% 1.87% 408 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 15,547 2,436 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 16,969 2,419 0.24% 0.27% 410 +81 0.48% Q3 2026 Oct 14, 2026
HEADINVEST, LLC History No change 15,391 2,412 0.45% 0.45% 411 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 15,292 2,396 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 16,800 2,395 0.48% 0.52% 413 -255 -1.5% Q3 2026 Oct 07, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Reduced 16,745 2,361 0.14% 0.16% 414 -552 -3.19% Q3 2026 Oct 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 14,973 2,347 1.5% 1.5% 415 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 14,950 2,342 0.24% 0.24% 416 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 14,928 2,339 0.23% 0.23% 417 0 0.0% Q2 2026 Jul 31, 2026
Walleye Trading LLC History No change 14,900 2,335 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 03, 2026
Altman Advisors, Inc. History No change 14,896 2,334 0.84% 0.84% 419 0 0.0% Q2 2026 Aug 10, 2026
New Vernon Capital Holdings II LLC History No change 14,733 2,308 1.27% 1.27% 420 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 14,644 2,295 0.03% 0.03% 421 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 14,598 2,287 0.4% 0.4% 422 0 0.0% Q2 2026 Jul 24, 2026
Northside Capital Management, LLC History Reduced 15,884 2,264 0.18% 0.21% 423 -840 -5.02% Q3 2026 Oct 13, 2026
Ipswich Investment Management Co., Inc. History Reduced 15,785 2,250 0.48% 0.55% 425 -800 -4.82% Q3 2026 Oct 13, 2026
GREENLEAF TRUST History No change 14,361 2,250 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 21, 2026
Clark Capital Management Group, Inc. History No change 14,258 2,234 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 11, 2026
Parallax Volatility Advisers, L.P. History No change 14,102 2,210 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 14, 2026
SIG BROKERAGE, LP History No change 13,976 2,190 0.04% 0.04% 428 0 0.0% Q2 2026 Aug 14, 2026
Fort Sheridan Advisors LLC History No change 13,967 2,188 0.24% 0.24% 429 0 0.0% Q2 2026 Aug 05, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 13,900 2,178 0.31% 0.31% 430 0 0.0% Q2 2026 Aug 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 13,875 2,174 0.14% 0.14% 431 0 0.0% Q2 2026 Aug 03, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 13,845 2,169 0.1% 0.1% 432 0 0.0% Q2 2026 Jul 21, 2026
BAILARD, INC. History Added to 15,119 2,155 0.04% 0.04% 433 +1,250 9.01% Q3 2026 Oct 13, 2026
Sepio Capital, LP History No change 13,731 2,151 0.11% 0.11% 434 0 0.0% Q2 2026 Jul 28, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 13,875 2,150 0.41% 0.41% 435 0 0.0% Q2 2026 Jul 27, 2026
LOWE BROCKENBROUGH & CO INC History No change 13,636 2,137 0.1% 0.1% 436 0 0.0% Q2 2026 Aug 03, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 13,534 2,121 0.6% 0.6% 437 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 13,331 2,089 0.04% 0.04% 438 0 0.0% Q2 2026 Aug 03, 2026
DENALI ADVISORS LLC History No change 13,287 2,082 0.21% 0.21% 439 0 0.0% Q2 2026 Aug 10, 2026
AIMZ Investment Advisors, LLC History No change 13,284 2,081 0.57% 0.57% 440 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 13,243 2,075 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 18, 2026
OpenArc Corporate Advisory, LLC History No change 13,228 2,073 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 05, 2026
KAHN BROTHERS GROUP INC History No change 13,186 2,066 0.33% 0.33% 443 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 13,186 2,066 0.05% 0.05% 444 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 13,034 2,042 1.07% 1.07% 445 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 13,000 2,037 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 12,976 2,033 0.01% 0.01% 447 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,892 2,020 0.04% 0.04% 448 0 0.0% Q2 2026 Aug 04, 2026
RWA WEALTH PARTNERS, LLC History No change 12,844 2,012 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Planning, LLC History No change 12,843 2,012 0.47% 0.47% 450 0 0.0% Q2 2026 Jul 29, 2026
HM PAYSON & CO History No change 12,837 2,011 0.03% 0.03% 451 0 0.0% Q2 2026 Jul 17, 2026
Boit C F David History No change 12,800 2,006 0.84% 0.84% 452 0 0.0% Q2 2026 Jul 30, 2026
Ascent Group, LLC History No change 12,806 2,006 0.06% 0.06% 453 0 0.0% Q2 2026 Aug 03, 2026
TrueMark Investments, LLC History No change 12,800 2,006 0.25% 0.25% 454 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 12,800 2,006 0.36% 0.36% 455 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Reduced 14,019 1,998 0.07% 0.08% 456 -47 -0.33% Q3 2026 Oct 08, 2026
Compass Wealth Management LLC History No change 12,747 1,997 0.38% 0.38% 457 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 12,692 1,989 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 28, 2026
Arnhold LLC History No change 12,636 1,980 0.14% 0.14% 459 0 0.0% Q2 2026 Jul 27, 2026
PCM Encore, LLC History No change 12,510 1,960 0.34% 0.34% 460 0 0.0% Q2 2026 Aug 11, 2026
ROBERTS GLORE & CO INC /IL/ History No change 12,498 1,958 0.48% 0.48% 461 0 0.0% Q2 2026 Aug 10, 2026
Value Partners Investments Inc. History No change 12,450 1,948 0.14% 0.14% 462 0 0.0% Q2 2026 Jul 15, 2026
Portside Wealth Group, LLC History No change 12,409 1,944 0.23% 0.23% 463 0 0.0% Q2 2026 Jul 14, 2026
Ellevest, Inc. History No change 12,495 1,933 0.23% 0.23% 464 0 0.0% Q2 2026 Aug 10, 2026
Henshaw Capital LLC History No change 12,295 1,926 0.06% 0.06% 465 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 12,284 1,925 0.06% 0.06% 466 0 0.0% Q2 2026 Jul 30, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History No change 12,234 1,917 0.48% 0.48% 467 0 0.0% Q2 2026 Jul 21, 2026
Wealth Group, Ltd. History No change 12,234 1,917 0.48% 0.48% 468 0 0.0% Q2 2026 Jul 21, 2026
PARK NATIONAL CORP /OH/ History Reduced 13,274 1,892 0.05% 0.06% 469 -845 -5.98% Q3 2026 Oct 05, 2026
Plancorp, LLC History No change 12,291 1,885 0.05% 0.05% 470 0 0.0% Q2 2026 Jul 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 12,000 1,880 0.09% 0.09% 471 0 0.0% Q2 2026 Jul 13, 2026
Integrated Quantitative Investments LLC History No change 11,975 1,876 0.31% 0.31% 472 0 0.0% Q2 2026 Aug 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 11,917 1,867 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 30, 2026
Carnegie Investment Counsel History No change 11,834 1,854 0.04% 0.04% 474 0 0.0% Q2 2026 Jul 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 11,795 1,848 0.08% 0.08% 475 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 11,702 1,834 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 17, 2026
Dynasty Wealth Management, LLC History No change 11,695 1,832 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
Glass Wealth Management Co LLC History No change 11,690 1,832 0.61% 0.61% 478 0 0.0% Q2 2026 Jul 30, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 11,662 1,828 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 11,663 1,827 0.04% 0.04% 480 0 0.0% Q2 2026 Jul 29, 2026
Dorsey Wright & Associates History No change 11,585 1,815 0.31% 0.31% 481 0 0.0% Q2 2026 Aug 06, 2026
NorthCrest Asset Manangement, LLC History Reduced 12,674 1,813 0.04% 0.05% 482 -309 -2.38% Q3 2026 Oct 09, 2026
Frank, Rimerman Advisors LLC History No change 11,569 1,813 0.1% 0.1% 483 0 0.0% Q2 2026 Jul 27, 2026
CMH Wealth Management LLC History No change 11,433 1,791 0.27% 0.27% 484 0 0.0% Q2 2026 Jul 09, 2026
Wilmington Savings Fund Society, FSB History No change 11,307 1,772 0.04% 0.04% 485 0 0.0% Q2 2026 Jul 28, 2026
Greenwich Wealth Management LLC History No change 11,294 1,770 0.06% 0.06% 486 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 11,248 1,762 0.02% 0.02% 487 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 11,163 1,749 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 12, 2026
CSM Advisors, LLC History No change 11,160 1,749 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 11,157 1,748 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 05, 2026
INTRUST BANK NA History No change 11,153 1,747 0.13% 0.13% 491 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 11,132 1,744 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 11,103 1,740 0.02% 0.02% 493 0 0.0% Q2 2026 Jul 15, 2026
Smart Money Group LLC History No change 11,067 1,734 0.45% 0.45% 494 0 0.0% Q2 2026 Jul 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 11,045 1,730 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 10,959 1,717 0.32% 0.32% 496 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 10,929 1,712 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 21, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 10,767 1,687 0.09% 0.09% 498 0 0.0% Q2 2026 Jul 20, 2026
AR ASSET MANAGEMENT INC History No change 10,750 1,685 0.31% 0.31% 499 0 0.0% Q2 2026 Aug 07, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 10,746 1,684 0.01% 0.01% 500 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,748 1,684 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF OKLAHOMA History No change 10,723 1,680 0.43% 0.43% 502 0 0.0% Q2 2026 Jul 14, 2026
Drexel Morgan & Co. History No change 10,720 1,680 0.23% 0.23% 503 0 0.0% Q2 2026 Aug 13, 2026
BOSTON FAMILY OFFICE LLC History No change 10,627 1,665 0.1% 0.1% 504 0 0.0% Q2 2026 Aug 12, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 10,588 1,659 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 10,590 1,659 0.03% 0.03% 506 0 0.0% Q2 2026 Aug 03, 2026
Walsky Investment Management, Inc. History No change 10,507 1,646 1.53% 1.53% 507 0 0.0% Q2 2026 Aug 14, 2026
SOMERVILLE KURT F History No change 10,438 1,635 0.39% 0.39% 508 0 0.0% Q2 2026 Aug 10, 2026
HOLDERNESS INVESTMENTS CO History No change 10,410 1,631 0.27% 0.27% 509 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Trust Co History No change 10,312 1,616 0.78% 0.78% 510 0 0.0% Q2 2026 Jul 10, 2026
Bridgewater Advisors Inc. History No change 10,369 1,593 0.09% 0.09% 511 0 0.0% Q2 2026 Aug 05, 2026
Voya Financial Advisors, Inc. History No change 10,020 1,578 0.14% 0.14% 512 0 0.0% Q2 2026 Aug 12, 2026
Berkeley Capital Partners, LLC History No change 10,041 1,573 0.32% 0.32% 513 0 0.0% Q2 2026 Aug 06, 2026
Apollon Wealth Management, LLC History No change 10,037 1,573 0.02% 0.02% 514 0 0.0% Q2 2026 Jul 22, 2026
Solutions 4 Wealth, Ltd History No change 10,026 1,571 2.03% 2.03% 515 0 0.0% Q2 2026 Jul 29, 2026
Occidental Asset Management, LLC History No change 10,018 1,570 0.16% 0.16% 516 0 0.0% Q2 2026 Aug 07, 2026
Osprey Private Wealth LLC History No change 10,000 1,567 0.4% 0.4% 517 0 0.0% Q2 2026 Aug 03, 2026
HUB Investment Partners, LLC History No change 9,958 1,560 0.03% 0.03% 518 0 0.0% Q2 2026 Jul 31, 2026
Agate Pass Investment Management, LLC History No change 9,950 1,559 0.57% 0.57% 519 0 0.0% Q2 2026 Jul 08, 2026
Pine Valley Investments Ltd Liability Co History No change 9,863 1,545 0.06% 0.06% 520 0 0.0% Q2 2026 Jul 24, 2026
OLD NATIONAL BANCORP /IN/ History No change 9,844 1,542 0.03% 0.03% 521 0 0.0% Q2 2026 Jul 15, 2026
Advisory Resource Group History No change 9,787 1,533 0.23% 0.23% 522 0 0.0% Q2 2026 Jul 14, 2026
Nicholas Hoffman & Company, LLC. History No change 9,771 1,531 0.03% 0.03% 523 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Reduced 10,719 1,528 0.13% 0.15% 524 -52 -0.48% Q3 2026 Oct 01, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 9,700 1,520 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 17, 2026
Blue Trust, Inc. History No change 9,700 1,520 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 21, 2026
STOCK YARDS BANK & TRUST CO History No change 9,690 1,518 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 19, 2026
AlphaCore Capital LLC History No change 9,658 1,513 0.03% 0.03% 528 0 0.0% Q2 2026 Aug 06, 2026
PDS Planning, Inc History No change 9,632 1,509 0.09% 0.09% 529 0 0.0% Q2 2026 Aug 05, 2026
WealthPlan Investment Management, LLC History No change 9,630 1,509 0.07% 0.07% 530 0 0.0% Q2 2026 Jul 28, 2026
MATHER GROUP, LLC. History No change 9,570 1,499 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 27, 2026
RETIREMENT GUYS FORMULA LLC History No change 9,489 1,487 0.56% 0.56% 532 0 0.0% Q2 2026 Jul 30, 2026
CULLEN/FROST BANKERS, INC. History No change 9,463 1,483 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 9,392 1,471 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 9,361 1,467 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 14, 2026
Foyston, Gordon & Payne Inc History No change 9,044 1,465 0.31% 0.31% 536 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 9,205 1,442 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 9,183 1,439 0.89% 0.89% 538 0 0.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History No change 9,144 1,432 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History No change 9,081 1,423 0.3% 0.3% 540 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 9,075 1,422 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 13, 2026
Mystic Asset Management, Inc. History No change 9,069 1,421 0.3% 0.3% 542 0 0.0% Q2 2026 Aug 11, 2026
Elser Financial Planning, Inc History No change 8,978 1,407 0.06% 0.06% 543 0 0.0% Q2 2026 Jul 14, 2026
Essex Financial Services, Inc. History No change 8,976 1,406 0.07% 0.07% 544 0 0.0% Q2 2026 Aug 10, 2026
CRUX WEALTH ADVISORS History No change 8,973 1,406 0.49% 0.49% 545 0 0.0% Q2 2026 Jul 21, 2026
CONNABLE OFFICE INC History No change 8,946 1,402 0.12% 0.12% 546 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 8,936 1,400 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 27, 2026
Beaton Management Co. Inc. History No change 8,873 1,391 0.57% 0.57% 548 0 0.0% Q2 2026 Aug 07, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,857 1,388 0.04% 0.04% 549 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,830 1,383 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 10, 2026
Douglass Winthrop Advisors, LLC History No change 8,755 1,372 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 8,738 1,369 0.04% 0.04% 552 0 0.0% Q2 2026 Jul 17, 2026
NOVEM GROUP History No change 8,727 1,367 0.14% 0.14% 553 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 8,694 1,365 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 8,709 1,364 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 8,673 1,359 0.42% 0.42% 556 0 0.0% Q2 2026 Aug 10, 2026
Diversified Trust Co History No change 8,626 1,351 0.02% 0.02% 557 0 0.0% Q2 2026 Jul 17, 2026
Valeo Financial Advisors, LLC History Added to 9,475 1,350 0.03% 0.03% 558 +165 1.77% Q3 2026 Oct 08, 2026
Abacus Wealth Partners, LLC History No change 8,613 1,349 0.14% 0.14% 559 0 0.0% Q2 2026 Jul 22, 2026
Mayflower Financial Advisors, LLC History No change 8,591 1,346 0.12% 0.12% 560 0 0.0% Q2 2026 Jul 09, 2026
OneDigital Investment Advisors LLC History No change 8,585 1,345 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Advisors, LLC History No change 8,587 1,345 0.07% 0.07% 562 0 0.0% Q2 2026 Aug 11, 2026
Aprio Wealth Management, LLC History No change 8,513 1,334 0.07% 0.07% 563 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Advisors Inc. History No change 8,475 1,328 0.23% 0.23% 564 0 0.0% Q2 2026 Jul 16, 2026
Kensington Investment Counsel, LLC History No change 8,456 1,325 0.58% 0.58% 565 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Reduced 9,250 1,318 0.03% 0.04% 566 -146 -1.55% Q3 2026 Oct 07, 2026
Simmons Bank History No change 8,408 1,317 0.08% 0.08% 567 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 8,383 1,313 0.1% 0.1% 568 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 8,348 1,308 0.09% 0.09% 569 0 0.0% Q2 2026 Aug 04, 2026
YANKCOM Partnership History No change 8,346 1,307 0.47% 0.47% 570 0 0.0% Q2 2026 Jul 21, 2026
SITTNER & NELSON, LLC History No change 8,339 1,306 0.41% 0.41% 571 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History Added to 9,152 1,304 0.04% 0.04% 572 +453 5.21% Q3 2026 Oct 08, 2026
CHICAGO TRUST Co NA History No change 8,320 1,303 0.19% 0.19% 573 0 0.0% Q2 2026 Jul 16, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 8,271 1,296 0.34% 0.34% 574 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 8,263 1,294 0.05% 0.05% 575 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 8,245 1,292 0.06% 0.06% 576 0 0.0% Q2 2026 Jul 31, 2026
Clear Creek Financial Management, LLC History No change 8,250 1,292 0.08% 0.08% 577 0 0.0% Q2 2026 Jul 27, 2026
Boston Common Asset Management, LLC History Reduced 9,010 1,284 0.07% 0.85% 578 -82,730 -90.18% Q3 2026 Oct 13, 2026
Wedmont Private Capital History Added to 8,890 1,272 0.03% 0.02% 579 +2,996 50.83% Q3 2026 Oct 09, 2026
HF Advisory Group, LLC History Added to 8,897 1,268 0.38% 0.41% 580 +346 4.05% Q3 2026 Oct 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,090 1,267 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 06, 2026
Valmark Advisers, Inc. History No change 8,050 1,261 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 8,039 1,259 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 13, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History No change 8,032 1,258 0.61% 0.61% 584 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 8,003 1,254 0.03% 0.03% 585 0 0.0% Q2 2026 Aug 12, 2026
RD Lewis Holdings, Inc. History No change 8,071 1,253 0.93% 0.93% 586 0 0.0% Q2 2026 Aug 12, 2026
Unique Wealth Strategies, LLC History No change 7,992 1,252 0.46% 0.46% 587 0 0.0% Q3 2026 Oct 13, 2026
DELPHI MANAGEMENT INC /MA/ History No change 7,982 1,251 1.22% 1.22% 588 0 0.0% Q2 2026 Jul 31, 2026
Guardian Partners Inc. History No change 7,965 1,248 0.11% 0.11% 589 0 0.0% Q2 2026 Jul 29, 2026
SAGE RHINO CAPITAL LLC History No change 7,947 1,245 0.2% 0.2% 590 0 0.0% Q2 2026 Aug 03, 2026
Five Oceans Advisors History No change 7,908 1,239 0.4% 0.4% 591 0 0.0% Q2 2026 Jul 15, 2026
Independence Bank of Kentucky History No change 7,882 1,235 0.14% 0.14% 592 0 0.0% Q2 2026 Jul 13, 2026
MONTAG A & ASSOCIATES INC History No change 7,847 1,229 0.05% 0.05% 593 0 0.0% Q2 2026 Aug 05, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,794 1,221 0.14% 0.14% 594 0 0.0% Q2 2026 Jul 29, 2026
Harbour Trust & Investment Management Co History No change 7,649 1,198 0.12% 0.12% 595 0 0.0% Q2 2026 Jul 28, 2026
Ruggaard & Associates LLC History No change 7,643 1,197 0.43% 0.43% 596 0 0.0% Q2 2026 Aug 17, 2026
Lantz Financial LLC History No change 7,596 1,190 0.22% 0.22% 597 0 0.0% Q2 2026 Jul 09, 2026
CENTRAL TRUST Co History No change 7,518 1,178 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Advisor Solutions, LLC History No change 7,504 1,176 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 7,503 1,175 0.05% 0.05% 600 0 0.0% Q2 2026 Aug 20, 2026
Coppell Advisory Solutions LLC History No change 237 1,151 0.1% 0.1% 601 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 7,290 1,142 0.04% 0.04% 602 0 0.0% Q2 2026 Aug 04, 2026
Welch Group, LLC History No change 7,262 1,138 0.04% 0.04% 603 0 0.0% Q2 2026 Jul 23, 2026
SevenBridge Financial Group, LLC History No change 7,267 1,136 0.17% 0.17% 604 0 0.0% Q2 2026 Aug 12, 2026
SYON CAPITAL LLC History No change 7,220 1,131 0.05% 0.05% 605 0 0.0% Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History No change 7,171 1,123 0.14% 0.14% 606 0 0.0% Q2 2026 Aug 11, 2026
New Hampshire Trust History No change 7,170 1,123 0.21% 0.21% 607 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Services History No change 7,155 1,121 0.29% 0.29% 608 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History No change 7,145 1,119 0.12% 0.12% 609 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 7,133 1,117 0.1% 0.1% 610 0 0.0% Q2 2026 Aug 13, 2026
Minot DeBlois Advisors LLC History No change 7,091 1,111 0.95% 0.95% 611 0 0.0% Q2 2026 Aug 13, 2026
ASSOCIATED BANC-CORP History No change 7,039 1,103 0.03% 0.03% 612 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 7,021 1,100 0.05% 0.05% 613 0 0.0% Q2 2026 Aug 06, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,978 1,093 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 13, 2026
Mezzasalma Advisors, LLC History No change 6,965 1,091 0.22% 0.22% 615 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 6,950 1,089 0.37% 0.37% 616 0 0.0% Q2 2026 Aug 04, 2026
HUTNER CAPITAL MANAGEMENT INC History No change 6,891 1,079 0.43% 0.43% 617 0 0.0% Q2 2026 Aug 14, 2026
Kimelman & Baird, LLC History No change 6,850 1,073 0.08% 0.08% 618 0 0.0% Q2 2026 Aug 18, 2026
Avior Wealth Management, LLC History Reduced 7,525 1,072 0.03% 0.03% 619 -810 -9.72% Q3 2026 Oct 13, 2026
ROMANO BROTHERS AND COMPANY History No change 6,797 1,065 0.11% 0.11% 620 0 0.0% Q2 2026 Jul 21, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 6,792 1,064 0.53% 0.53% 621 0 0.0% Q2 2026 Aug 14, 2026
StrongBox Wealth, LLC History No change 6,789 1,063 0.3% 0.3% 622 0 0.0% Q2 2026 Jul 23, 2026
Kennon-Green & Company, LLC History Reduced 7,412 1,056 0.81% 0.91% 623 -40 -0.54% Q3 2026 Oct 05, 2026
Southeast Asset Advisors, LLC History No change 6,716 1,052 0.11% 0.11% 624 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 6,697 1,049 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 6,664 1,044 0.04% 0.04% 626 0 0.0% Q2 2026 Jul 20, 2026
STEPHENS INC /AR/ History No change 6,628 1,038 0.01% 0.01% 627 0 0.0% Q2 2026 Jul 29, 2026
Madson Wealth Advisors Inc History Reduced 7,272 1,036 0.72% 0.78% 628 -27 -0.37% Q3 2026 Oct 13, 2026
HARBOUR INVESTMENTS, INC. History No change 6,599 1,034 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 6,571 1,029 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 6,566 1,029 0.03% 0.03% 631 0 0.0% Q2 2026 Jul 17, 2026
Curbstone Financial Management Corp History No change 6,532 1,023 0.17% 0.17% 632 0 0.0% Q2 2026 Jul 14, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 6,498 1,018 0.22% 0.22% 633 0 0.0% Q2 2026 Jul 09, 2026
Joel Isaacson & Co., LLC History No change 6,486 1,016 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 04, 2026
St. Clair Advisors, LLC History No change 7,092 1,011 0.25% 0.29% 635 0 0.0% Q3 2026 Oct 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 6,446 1,010 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 6,438 1,008 0.1% 0.1% 637 0 0.0% Q2 2026 Aug 07, 2026
SYKON CAPITAL LLC History No change 6,403 1,003 0.31% 0.31% 638 0 0.0% Q2 2026 Aug 12, 2026
Gilliland Jeter Wealth Management LLC History No change 6,398 1,002 0.26% 0.26% 639 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History No change 6,349 995 0.06% 0.06% 640 0 0.0% Q2 2026 Jul 16, 2026
Trust Point Inc. History No change 6,344 994 0.08% 0.08% 641 0 0.0% Q2 2026 Jul 08, 2026
LEE DANNER & BASS INC History No change 6,340 993 0.06% 0.06% 642 0 0.0% Q2 2026 Jul 21, 2026
MEANS INVESTMENT CO., INC. History No change 6,330 992 0.07% 0.07% 643 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 6,324 991 0.08% 0.08% 644 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 6,281 984 0.07% 0.07% 645 0 0.0% Q2 2026 Jul 23, 2026
Bluespring Wealth Management, LLC History No change 6,278 983 0.02% 0.02% 646 0 0.0% Q2 2026 Aug 11, 2026
Applied Finance Capital Management, LLC History No change 6,260 981 0.07% 0.07% 647 0 0.0% Q2 2026 Jul 28, 2026
MOTCO History No change 6,233 976 0.08% 0.08% 648 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 6,229 976 0.06% 0.06% 649 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,217 974 0.04% 0.04% 650 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 6,177 968 0.03% 0.03% 651 0 0.0% Q2 2026 Jul 21, 2026
SEEDS INVESTOR LLC History No change 6,174 967 0.1% 0.1% 652 0 0.0% Q2 2026 Aug 12, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 6,158 965 0.04% 0.04% 653 0 0.0% Q2 2026 Aug 18, 2026
Sivia Capital Partners, LLC History No change 6,151 963 0.12% 0.12% 654 0 0.0% Q2 2026 Jul 23, 2026
Modera Wealth Management, LLC History No change 6,102 956 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 03, 2026
CREDIT AGRICOLE S A History No change 6,089 954 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 14, 2026
SCHULHOFF & CO INC History No change 6,053 948 0.38% 0.38% 657 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Management, Inc. History No change 6,052 948 0.24% 0.24% 658 0 0.0% Q2 2026 Jul 28, 2026
Aberdeen Wealth Management LLC History No change 6,045 947 0.45% 0.45% 659 0 0.0% Q2 2026 Aug 13, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 6,603 941 0.19% 0.21% 660 -157 -2.32% Q3 2026 Oct 08, 2026
Resonant Capital Advisors, LLC History No change 6,007 941 0.04% 0.04% 661 0 0.0% Q2 2026 Jul 24, 2026
BENJAMIN EDWARDS INC History No change 5,979 937 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 5,984 937 0.03% 0.03% 663 0 0.0% Q2 2026 Aug 06, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 5,972 935 0.32% 0.32% 664 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 5,952 932 0.07% 0.07% 665 0 0.0% Q2 2026 Sep 15, 2026
Cypress Capital Group History No change 5,941 931 0.09% 0.09% 666 0 0.0% Q2 2026 Aug 05, 2026
West Family Investments, Inc. History No change 5,931 929 0.27% 0.27% 667 0 0.0% Q2 2026 Aug 10, 2026
Bryn Mawr Trust Advisors, LLC History No change 5,909 926 0.04% 0.04% 668 0 0.0% Q2 2026 Aug 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,897 924 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 5,873 920 0.27% 0.27% 670 0 0.0% Q2 2026 Aug 04, 2026
Arvest Bank Trust Division History No change 5,844 915 0.04% 0.04% 671 0 0.0% Q2 2026 Aug 13, 2026
Bradyco, Inc. History No change 5,841 915 1.05% 1.05% 672 0 0.0% Q2 2026 Aug 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 6,397 912 0.03% 0.02% 673 +3,137 96.23% Q3 2026 Oct 13, 2026
EASTERN BANK History Reduced 6,392 911 0.01% 0.02% 674 -352 -5.22% Q3 2026 Oct 05, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,794 908 0.11% 0.11% 675 0 0.0% Q2 2026 Aug 11, 2026
Steadtrust LLC History No change 5,769 904 0.46% 0.46% 676 0 0.0% Q2 2026 Jul 09, 2026
CENTAURUS FINANCIAL, INC. History No change 5,748 901 0.03% 0.03% 677 0 0.0% Q2 2026 Aug 17, 2026
Calydon Capital History No change 5,755 901 0.13% 0.13% 678 0 0.0% Q2 2026 Aug 14, 2026
Marotta Asset Management History Reduced 6,318 900 0.15% 0.16% 680 -33 -0.52% Q3 2026 Oct 02, 2026
NTV ASSET MANAGEMENT LLC History No change 5,744 900 0.09% 0.09% 679 0 0.0% Q2 2026 Aug 05, 2026
Radnor Capital Management, LLC History No change 5,725 897 0.13% 0.13% 681 0 0.0% Q2 2026 Jul 16, 2026
Davis Investment Partners, LLC History No change 5,658 886 0.27% 0.27% 682 0 0.0% Q2 2026 Aug 07, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 5,647 884 0.62% 0.62% 683 0 0.0% Q2 2026 Aug 12, 2026
1900 WEALTH MANAGEMENT LLC History No change 6,153 877 0.05% 0.05% 684 0 0.0% Q3 2026 Oct 13, 2026
Aureus Asset Management, LLC History No change 5,586 875 0.05% 0.05% 685 0 0.0% Q2 2026 Aug 14, 2026
Penbrook Management LLC History No change 5,540 868 0.55% 0.55% 686 0 0.0% Q2 2026 Jul 23, 2026
CVA Family Office, LLC History No change 5,542 868 0.08% 0.08% 687 0 0.0% Q2 2026 Aug 07, 2026
Larry Mathis Financial Planning, LLC History No change 5,510 863 0.66% 0.66% 688 0 0.0% Q2 2026 Jul 24, 2026
FULTON BANK, N.A. History Added to 6,042 861 0.03% 0.03% 689 +363 6.39% Q3 2026 Oct 14, 2026
Altus Wealth Group LLC History No change 5,463 856 0.31% 0.31% 690 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Advisors, LLC History No change 5,454 854 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 5,450 854 0.02% 0.02% 692 0 0.0% Q2 2026 Aug 14, 2026
Goldstone Financial Group, LLC History No change 5,430 851 0.08% 0.08% 693 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 5,428 850 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 03, 2026
Texas Bank & Trust Co History No change 5,429 850 0.28% 0.28% 695 0 0.0% Q2 2026 Jul 31, 2026
R Squared Ltd History No change 5,411 848 0.45% 0.45% 696 0 0.0% Q2 2026 Aug 05, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 5,410 847 0.31% 0.31% 697 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial, LLC History No change 5,394 845 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 5,376 842 0.06% 0.06% 699 0 0.0% Q2 2026 Jul 24, 2026
Bangor Savings Bank History Added to 5,896 840 0.06% 0.07% 700 +144 2.5% Q3 2026 Oct 06, 2026
Regal Investment Advisors LLC History No change 5,361 840 0.04% 0.04% 701 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 5,362 840 0.25% 0.25% 702 0 0.0% Q2 2026 Aug 04, 2026
Alhambra Investment Management LLC History No change 5,321 833 0.36% 0.36% 703 0 0.0% Q2 2026 Jul 16, 2026
Ariadne Wealth Management, LP History No change 5,319 833 0.37% 0.37% 704 0 0.0% Q2 2026 Aug 13, 2026
Forza Wealth Management, LLC History No change 5,274 826 0.25% 0.25% 705 0 0.0% Q2 2026 Jul 17, 2026
Peoples Bank/KS History No change 5,790 825 0.8% 0.88% 706 0 0.0% Q3 2026 Oct 09, 2026
Banco de Sabadell, S.A History No change 5,251 824 0.48% 0.48% 707 0 0.0% Q2 2026 Aug 04, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 5,762 821 0.42% 0.47% 708 0 0.0% Q3 2026 Oct 08, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 5,238 820 0.23% 0.23% 709 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 5,335 819 0.1% 0.1% 710 0 0.0% Q2 2026 Aug 12, 2026
Circle Wealth Management, LLC History No change 5,196 814 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 12, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 5,706 813 0.01% 0.01% 712 +199 3.61% Q3 2026 Oct 13, 2026
Kennebec Savings Bank History No change 5,163 809 0.65% 0.65% 713 0 0.0% Q2 2026 Jul 13, 2026
FIRST AMERICAN TRUST, FSB History No change 5,156 807 0.05% 0.05% 714 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 5,146 806 0.05% 0.05% 715 0 0.0% Q2 2026 Sep 04, 2026
Traynor Capital Management, Inc. History No change 5,144 806 0.04% 0.04% 716 0 0.0% Q2 2026 Jul 22, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 5,120 802 0.43% 0.43% 717 0 0.0% Q2 2026 Aug 13, 2026
DF DENT & CO INC History No change 5,115 801 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 14, 2026
NATURAL INVESTMENTS, LLC History No change 5,116 801 0.18% 0.18% 719 0 0.0% Q2 2026 Jul 31, 2026
JMN Financial LLC History No change 5,089 797 0.62% 0.62% 720 0 0.0% Q2 2026 Aug 10, 2026
O'Brien Greene & Co. Inc History No change 5,081 796 0.22% 0.22% 721 0 0.0% Q2 2026 Aug 06, 2026
NEVILLE RODIE & SHAW INC History Reduced 5,560 793 0.05% 0.06% 722 -50 -0.89% Q3 2026 Oct 05, 2026
REXFORD CAPITAL INC History No change 5,059 792 0.48% 0.48% 723 0 0.0% Q2 2026 Jul 29, 2026
One Wealth Advisors, LLC History No change 5,053 791 0.09% 0.09% 724 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,046 790 0.01% 0.01% 725 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 5,024 787 0.03% 0.03% 726 0 0.0% Q2 2026 Aug 05, 2026
Payne Capital LLC History No change 5,000 783 0.65% 0.65% 727 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Management LLC History Reduced 5,480 781 0.12% 0.15% 728 -181 -3.2% Q3 2026 Oct 14, 2026
KINTRA WEALTH, LLC History No change 5,118 776 0.04% 0.04% 729 0 0.0% Q2 2026 Aug 14, 2026
Diesslin Group, Inc. History No change 5,434 774 0.3% 0.33% 730 0 0.0% Q3 2026 Oct 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,936 773 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 4,829 771 0.06% 0.06% 732 0 0.0% Q2 2026 Jul 29, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 4,919 770 0.09% 0.09% 733 0 0.0% Q2 2026 Aug 03, 2026
BURNS J W & CO INC/NY History No change 4,915 770 0.08% 0.08% 734 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,915 770 0.02% 0.02% 735 0 0.0% Q2 2026 Jul 17, 2026
CFO4Life Group, LLC History No change 4,916 770 0.1% 0.1% 736 0 0.0% Q2 2026 Aug 12, 2026
Calamos Wealth Management LLC History No change 4,898 767 0.02% 0.02% 737 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History Added to 5,376 766 0.03% 0.04% 738 +490 10.03% Q3 2026 Oct 13, 2026
JFS WEALTH ADVISORS, LLC History No change 4,893 766 0.04% 0.04% 739 0 0.0% Q2 2026 Jul 10, 2026
XPONANCE LLC History No change 4,891 766 0.0% 0.0% 740 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 4,861 761 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 15, 2026
RATIONAL ADVISORS, INC. History No change 4,853 760 0.07% 0.07% 742 0 0.0% Q2 2026 Jul 24, 2026
BXM Wealth LLC History No change 4,840 758 0.41% 0.41% 743 0 0.0% Q2 2026 Jul 24, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 4,810 753 0.08% 0.08% 744 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 4,811 753 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 16, 2026
Nilsine Partners, LLC History No change 4,809 753 0.05% 0.05% 746 0 0.0% Q2 2026 Jul 24, 2026
Essex Bank History No change 4,797 751 0.16% 0.16% 747 0 0.0% Q2 2026 Jul 23, 2026
Principle Wealth Partners LLC History No change 4,772 747 0.04% 0.04% 748 0 0.0% Q2 2026 Aug 07, 2026
Drucker Wealth 3.0, LLC History No change 4,763 746 0.12% 0.12% 749 0 0.0% Q2 2026 Jul 13, 2026
Jain Global LLC History No change 4,742 743 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 4,740 742 0.02% 0.02% 751 0 0.0% Q2 2026 Aug 07, 2026
Cascade Financial Partners, LLC History No change 4,733 741 0.06% 0.06% 752 0 0.0% Q2 2026 Aug 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,716 739 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 17, 2026
Valley Brook Capital Group, Inc. History No change 4,717 739 0.42% 0.42% 754 0 0.0% Q2 2026 Jul 27, 2026
ANCHYRA PARTNERS LLC History Added to 5,182 738 0.15% 0.16% 755 +917 21.5% Q3 2026 Oct 13, 2026
Almanack Investment Partners, LLC. History No change 4,703 737 0.09% 0.09% 756 0 0.0% Q2 2026 Jul 30, 2026
CULLINAN ASSOCIATES INC History No change 4,700 736 0.06% 0.06% 757 0 0.0% Q2 2026 Jul 29, 2026
SmartHarvest Portfolios, LLC History No change 4,670 731 0.24% 0.24% 758 0 0.0% Q2 2026 Aug 04, 2026
E&G Advisors, LLC History No change 5,127 730 0.14% 0.16% 759 0 0.0% Q3 2026 Oct 13, 2026
Ameritas Advisory Services, LLC History No change 4,647 728 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 4,636 726 0.3% 0.3% 761 0 0.0% Q2 2026 Jul 16, 2026
Hilltop National Bank History Added to 5,081 724 0.16% 0.07% 763 +3,121 159.23% Q3 2026 Oct 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 4,626 724 0.11% 0.11% 762 0 0.0% Q2 2026 Jul 23, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 4,603 721 0.11% 0.11% 764 0 0.0% Q2 2026 Jul 22, 2026
Cordatus Wealth Management LLC History No change 4,593 719 0.16% 0.16% 765 0 0.0% Q2 2026 Jul 29, 2026
Rossmore Private Capital History No change 4,581 717 0.06% 0.06% 766 0 0.0% Q2 2026 Jul 31, 2026
Net Worth Advisory Group History No change 4,571 716 0.18% 0.18% 767 0 0.0% Q2 2026 Jul 13, 2026
Meriwether Wealth & Planning, LLC History Reduced 5,017 715 0.32% 0.48% 768 -1,117 -18.21% Q3 2026 Oct 13, 2026
Mraz, Amerine & Associates, Inc. History No change 4,552 713 0.1% 0.1% 769 0 0.0% Q2 2026 Jul 16, 2026
Texas Yale Capital Corp. History No change 4,542 711 0.02% 0.02% 770 0 0.0% Q2 2026 Aug 12, 2026
Hanson & Doremus Investment Management History No change 4,528 710 0.07% 0.07% 771 0 0.0% Q2 2026 Jul 29, 2026
Stablepoint Partners, LLC History No change 4,530 709 0.1% 0.1% 772 0 0.0% Q2 2026 Jul 09, 2026
Klingman & Associates, LLC History No change 4,523 708 0.03% 0.03% 773 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 4,515 707 0.01% 0.01% 774 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 4,509 706 0.03% 0.03% 775 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History No change 4,490 703 0.03% 0.03% 776 0 0.0% Q2 2026 Jul 21, 2026
WASHINGTON TRUST Co History No change 4,467 700 0.02% 0.02% 777 0 0.0% Q2 2026 Aug 03, 2026
Indivisible Partners History No change 4,463 699 0.04% 0.04% 778 0 0.0% Q2 2026 Aug 04, 2026
Freestone Capital Holdings, LLC History No change 4,448 697 0.02% 0.02% 779 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,448 697 0.03% 0.03% 780 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 4,439 695 0.01% 0.01% 781 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 4,494 694 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 4,431 694 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,413 691 0.11% 0.11% 784 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 4,405 690 0.02% 0.02% 785 0 0.0% Q2 2026 Jul 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 4,836 689 0.13% 0.14% 786 +739 18.04% Q3 2026 Oct 05, 2026
Opal Wealth Advisors, LLC History No change 4,383 686 0.15% 0.15% 787 0 0.0% Q2 2026 Jul 20, 2026
D'Orazio & Associates, Inc. History No change 4,370 684 0.08% 0.08% 788 0 0.0% Q2 2026 Jul 28, 2026
Shah Wealth Advisors, LLC History No change 4,346 681 0.16% 0.16% 789 0 0.0% Q2 2026 Aug 07, 2026
Mesirow Financial Investment Management, Inc. History No change 4,341 680 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 22, 2026
Bedel Financial Consulting, Inc. History No change 4,326 677 0.06% 0.06% 791 0 0.0% Q2 2026 Jul 29, 2026
Veracity Capital LLC History Reduced 4,726 673 0.18% 0.2% 793 -34 -0.71% Q3 2026 Oct 08, 2026
First City Capital Management, Inc. History No change 4,298 673 0.33% 0.33% 792 0 0.0% Q2 2026 Jul 13, 2026
ASPIRIANT, LLC History No change 4,290 672 0.02% 0.02% 794 0 0.0% Q2 2026 Jul 20, 2026
Clear Harbor Asset Management, LLC History No change 4,273 669 0.04% 0.04% 795 0 0.0% Q2 2026 Aug 12, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 4,264 668 0.08% 0.08% 796 0 0.0% Q2 2026 Aug 13, 2026
RNC CAPITAL MANAGEMENT LLC History No change 4,261 667 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 06, 2026
Mill Capital Management, LLC History No change 4,205 659 0.04% 0.04% 798 0 0.0% Q2 2026 Aug 03, 2026
ALTFEST L J & CO INC History No change 4,193 657 0.06% 0.06% 799 0 0.0% Q2 2026 Jul 30, 2026
WESBANCO BANK INC History No change 4,191 656 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 28, 2026
Greenspring Advisors, LLC History No change 4,173 653 0.04% 0.04% 801 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 4,173 653 0.03% 0.03% 802 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 4,166 652 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 14, 2026
Limestone Investment Advisors LP History No change 4,162 652 0.05% 0.05% 804 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle West Asset Management, Inc. History No change 4,155 651 0.45% 0.45% 805 0 0.0% Q2 2026 Aug 11, 2026
Convergence Financial, LLC History No change 4,154 651 0.05% 0.05% 806 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 4,131 647 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 13, 2026
Cromwell Holdings LLC History No change 4,117 645 0.29% 0.29% 808 0 0.0% Q2 2026 Jul 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 4,114 644 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 4,108 643 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 4,102 642 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 05, 2026
Optas, LLC History No change 4,098 642 0.09% 0.09% 812 0 0.0% Q2 2026 Jul 21, 2026
Argyle Capital Partners, LLC History No change 4,094 641 0.4% 0.4% 813 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 4,070 638 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 4,068 637 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 4,064 636 0.02% 0.02% 816 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History Reduced 4,448 634 0.13% 0.16% 818 -628 -12.37% Q3 2026 Oct 08, 2026
Cannell & Spears LLC History No change 4,047 634 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 11, 2026
OARSMAN CAPITAL, INC. History No change 4,006 627 0.07% 0.07% 819 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 4,005 627 0.03% 0.03% 820 0 0.0% Q2 2026 Jul 29, 2026
SEVEN MILE ADVISORY History No change 3,996 626 0.42% 0.42% 821 0 0.0% Q2 2026 Aug 13, 2026
Hexagon Capital Partners LLC History No change 3,990 625 0.09% 0.09% 822 0 0.0% Q2 2026 Aug 06, 2026
SYM FINANCIAL Corp History No change 3,984 624 0.05% 0.05% 823 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 4,367 622 0.07% 0.07% 824 +438 11.15% Q3 2026 Oct 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,959 620 0.02% 0.02% 825 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 3,950 619 0.06% 0.06% 826 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 3,927 615 0.06% 0.06% 827 0 0.0% Q2 2026 Aug 11, 2026
Qtron Investments LLC History No change 3,917 613 0.08% 0.08% 828 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 3,897 610 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 3,892 609 0.03% 0.03% 830 0 0.0% Q2 2026 Jul 23, 2026
Dakota Wealth Management History No change 3,867 606 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 07, 2026
Three Seasons Wealth, LLC History No change 3,857 604 0.05% 0.05% 832 0 0.0% Q2 2026 Aug 13, 2026
Expressive Wealth LLC History No change 3,853 603 0.57% 0.57% 833 0 0.0% Q2 2026 Aug 11, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,847 602 0.15% 0.15% 834 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History No change 3,832 600 0.11% 0.11% 835 0 0.0% Q2 2026 Jul 20, 2026
Twin Lakes Capital Management, LLC History No change 3,830 600 0.23% 0.23% 836 0 0.0% Q2 2026 Aug 17, 2026
MW ADVISORY, LLC History No change 3,834 600 0.24% 0.24% 837 0 0.0% Q2 2026 Aug 07, 2026
Verity Asset Management, Inc. History No change 3,823 599 0.23% 0.23% 838 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,812 597 0.04% 0.04% 839 0 0.0% Q2 2026 Aug 05, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 4,324 596 0.08% 0.08% 840 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Advisors / MI History No change 3,798 595 0.04% 0.04% 841 0 0.0% Q2 2026 Aug 14, 2026
Hollow Brook Wealth Management LLC History No change 3,788 593 0.12% 0.12% 842 0 0.0% Q2 2026 Aug 14, 2026
Aull & Monroe Investment Management Corp History No change 3,771 590 0.25% 0.25% 843 0 0.0% Q2 2026 Jul 20, 2026
ClearAlpha Technologies LP History No change 3,757 588 1.01% 1.01% 844 0 0.0% Q2 2026 Aug 14, 2026
Aspen Investment Management Inc History No change 3,736 586 0.16% 0.16% 845 0 0.0% Q2 2026 Jul 17, 2026
Intergy Private Wealth, LLC History No change 3,740 586 0.14% 0.14% 846 0 0.0% Q2 2026 Jul 17, 2026
New Republic Capital, LLC History No change 3,729 584 0.13% 0.13% 847 0 0.0% Q2 2026 Jul 31, 2026
ACORN CREEK CAPITAL LLC History No change 3,727 584 0.2% 0.2% 848 0 0.0% Q2 2026 Aug 06, 2026
Hemenway Trust Co LLC History No change 3,700 579 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 3,695 579 0.06% 0.06% 850 0 0.0% Q2 2026 Jul 22, 2026
Prosperity Consulting Group, LLC History No change 3,684 577 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 4,040 575 0.17% 0.19% 852 0 0.0% Q3 2026 Oct 13, 2026
JACKSON SQUARE CAPITAL, LLC History No change 3,643 570 0.08% 0.08% 853 0 0.0% Q2 2026 Jul 21, 2026
Perennial Investment Advisors, LLC History No change 3,638 569 0.04% 0.04% 854 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 3,614 566 0.05% 0.05% 855 0 0.0% Q2 2026 Jul 28, 2026
TRED AVON FAMILY WEALTH, LLC History No change 3,612 566 0.17% 0.17% 856 0 0.0% Q2 2026 Aug 10, 2026
Avail Investment Partners, LLC History No change 3,614 566 0.44% 0.44% 857 0 0.0% Q2 2026 Jul 31, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 3,608 565 0.04% 0.04% 858 0 0.0% Q2 2026 Jul 28, 2026
Cohen Investment Advisors LLC History No change 3,555 557 0.25% 0.25% 859 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 3,551 556 0.14% 0.14% 860 0 0.0% Q2 2026 Jul 28, 2026
CoreFirst Bank & Trust History No change 3,525 552 0.27% 0.27% 861 0 0.0% Q2 2026 Aug 05, 2026
Gallacher Capital Management LLC History No change 3,514 550 0.31% 0.31% 862 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,504 549 0.03% 0.03% 863 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Family Office, LLC History No change 3,508 549 0.28% 0.28% 864 0 0.0% Q2 2026 Aug 11, 2026
Violich Capital Management, Inc. History Reduced 3,847 548 0.06% 0.07% 865 -100 -2.53% Q3 2026 Oct 02, 2026
Newman Dignan & Sheerar, Inc. History No change 3,499 548 0.1% 0.1% 866 0 0.0% Q2 2026 Jul 14, 2026
Crew Capital Management, Ltd History No change 3,499 548 0.3% 0.3% 867 0 0.0% Q2 2026 Aug 03, 2026
Cherokee Insurance Co History No change 3,500 548 0.21% 0.21% 868 0 0.0% Q2 2026 Aug 03, 2026
55 North Private Wealth, LLC History No change 3,497 548 0.11% 0.11% 869 0 0.0% Q2 2026 Jul 07, 2026
Heck Capital Advisors, LLC History Added to 3,839 547 0.03% 0.03% 870 +424 12.42% Q3 2026 Oct 14, 2026
NWAM LLC History No change 3,473 544 0.03% 0.03% 871 0 0.0% Q2 2026 Jul 23, 2026
Burns Matteson Capital Management, LLC History No change 3,477 544 0.17% 0.17% 872 0 0.0% Q2 2026 Jul 17, 2026
Verity & Verity, LLC History No change 3,453 541 0.04% 0.04% 873 0 0.0% Q2 2026 Jul 28, 2026
CV Advisors LLC History No change 3,800 541 0.09% 0.11% 874 0 0.0% Q3 2026 Oct 13, 2026
Canopy Partners, LLC History No change 3,458 541 0.16% 0.16% 875 0 0.0% Q2 2026 Jul 22, 2026
INVESTED ADVISORS History No change 3,455 541 0.48% 0.48% 876 0 0.0% Q2 2026 Aug 04, 2026
Roxbury Financial LLC History No change 3,782 539 0.41% 0.47% 877 0 0.0% Q3 2026 Oct 01, 2026
Inscription Capital, LLC History No change 3,412 534 0.05% 0.05% 878 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 3,408 532 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 29, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 3,400 532 0.18% 0.18% 880 0 0.0% Q2 2026 Jul 15, 2026
Harbour Capital Advisors, LLC History Added to 3,729 531 0.1% 0.1% 881 +130 3.61% Q3 2026 Oct 13, 2026
Round Hill Asset Management History No change 3,392 531 0.33% 0.33% 882 0 0.0% Q2 2026 Aug 12, 2026
Revisor Wealth Management LLC History No change 3,364 527 0.13% 0.13% 883 0 0.0% Q2 2026 Jul 21, 2026
LCM Capital Management Inc History No change 3,341 523 0.23% 0.23% 884 0 0.0% Q2 2026 Jul 30, 2026
Michels Family Financial, LLC History No change 3,342 523 0.34% 0.34% 885 0 0.0% Q2 2026 Aug 14, 2026
Hendershot Investments Inc. History No change 3,331 522 0.07% 0.07% 886 0 0.0% Q2 2026 Aug 12, 2026
Severin Investments, LLC History No change 3,333 522 0.39% 0.39% 887 0 0.0% Q2 2026 Aug 14, 2026
Range Financial Group LLC History No change 3,335 522 0.14% 0.14% 888 0 0.0% Q2 2026 Jul 15, 2026
CPWA, LLC History No change 3,337 522 0.61% 0.61% 889 0 0.0% Q2 2026 Jul 30, 2026
MCDANIEL TERRY & CO History No change 3,325 521 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 30, 2026
Axiom Investment Management LLC History No change 3,326 521 0.35% 0.35% 891 0 0.0% Q2 2026 Jul 30, 2026
ARVEST INVESTMENTS, INC. History No change 3,314 519 0.06% 0.06% 892 0 0.0% Q2 2026 Jul 17, 2026
MQS Management LLC History No change 3,314 519 0.63% 0.63% 893 0 0.0% Q2 2026 Aug 07, 2026
Latitude Advisors, LLC History No change 3,315 519 0.21% 0.21% 894 0 0.0% Q2 2026 Jul 27, 2026
Family Capital Management, Inc. History No change 3,309 518 0.2% 0.2% 895 0 0.0% Q2 2026 Jul 31, 2026
Haven Private, LLC History No change 3,296 516 0.2% 0.2% 896 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 3,280 514 0.01% 0.01% 897 0 0.0% Q2 2026 Aug 05, 2026
Mondrian Investment Partners LTD History No change 3,273 513 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 30, 2026
Elmwood Wealth Management, Inc. History No change 3,278 513 0.13% 0.13% 899 0 0.0% Q2 2026 Jul 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 3,273 512 0.07% 0.07% 900 0 0.0% Q2 2026 Aug 12, 2026
King Wealth Management Group History No change 3,251 509 0.06% 0.06% 901 0 0.0% Q2 2026 Aug 05, 2026
Cetera Trust Company, N.A History No change 3,252 509 0.26% 0.26% 902 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 3,246 508 0.04% 0.04% 903 0 0.0% Q2 2026 Aug 14, 2026
Southland Equity Partners LLC History Reduced 3,535 503 0.09% 0.1% 904 -272 -7.14% Q3 2026 Oct 14, 2026
J. M. Brown & Associates Inc. History No change 3,213 503 0.29% 0.29% 905 0 0.0% Q2 2026 Jul 23, 2026
Quantum Portfolio Management LLC History No change 3,206 502 0.18% 0.18% 906 0 0.0% Q2 2026 Aug 14, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 3,192 500 0.02% 0.02% 907 0 0.0% Q2 2026 Jul 27, 2026
YHB Investment Advisors, Inc. History No change 3,503 499 0.03% 0.04% 908 0 0.0% Q3 2026 Oct 08, 2026
Stokes Family Office, LLC History No change 3,189 499 0.06% 0.06% 909 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 3,181 498 0.04% 0.04% 910 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Wealth Advisors, LLC History No change 3,173 497 0.06% 0.06% 911 0 0.0% Q2 2026 Jul 15, 2026
Traveka Wealth, LLC History No change 3,165 496 0.16% 0.16% 912 0 0.0% Q2 2026 Jul 21, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 3,170 496 0.24% 0.24% 913 0 0.0% Q2 2026 Jul 24, 2026
44 WEALTH MANAGEMENT LLC History No change 3,161 495 0.16% 0.16% 914 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 3,148 493 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 06, 2026
SVB WEALTH LLC History No change 3,152 493 0.03% 0.03% 916 0 0.0% Q2 2026 Jul 17, 2026
Tranquilli Financial Advisor LLC History No change 3,151 493 0.27% 0.27% 917 0 0.0% Q2 2026 Aug 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 3,134 491 0.02% 0.02% 918 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 3,105 486 0.04% 0.04% 919 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 3,102 486 0.26% 0.26% 920 0 0.0% Q2 2026 Aug 11, 2026
WOODSTOCK CORP History Added to 3,407 485 0.04% 0.04% 921 +600 21.38% Q3 2026 Oct 13, 2026
Lantern Wealth Advisors, LLC History No change 3,100 485 0.22% 0.22% 922 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 3,092 484 0.04% 0.04% 923 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 3,386 482 0.06% 0.08% 924 -497 -12.8% Q3 2026 Oct 09, 2026
Beacon Bank & Trust History No change 3,076 482 0.09% 0.09% 925 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 3,074 481 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON TRUST CO History Reduced 3,370 480 0.19% 0.23% 927 -315 -8.55% Q3 2026 Oct 09, 2026
FLC Capital Advisors History No change 3,066 480 0.08% 0.08% 928 0 0.0% Q2 2026 Jul 20, 2026
LaFleur & Godfrey LLC History No change 3,058 479 0.06% 0.06% 929 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Management, LLC History No change 3,060 479 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 05, 2026
Bridgefront Capital, LLC History No change 3,062 479 0.13% 0.13% 931 0 0.0% Q2 2026 Aug 14, 2026
KLINGENSTEIN FIELDS & CO LP History No change 3,047 477 0.02% 0.02% 932 0 0.0% Q2 2026 Aug 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,042 476 0.03% 0.03% 933 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 3,041 476 0.03% 0.03% 934 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,040 476 0.02% 0.02% 935 0 0.0% Q2 2026 Jul 22, 2026
TigerOak Management, L.L.C. History No change 3,041 476 0.13% 0.13% 936 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History Reduced 3,322 473 0.01% 0.02% 937 -512 -13.35% Q3 2026 Oct 13, 2026
Heritage Family Offices, LLP History No change 3,012 472 0.18% 0.18% 938 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 3,012 472 0.18% 0.18% 939 0 0.0% Q2 2026 Jul 06, 2026
Sentry LLC History No change 3,010 471 0.13% 0.13% 940 0 0.0% Q2 2026 Aug 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 3,011 471 0.32% 0.32% 941 0 0.0% Q2 2026 Jul 15, 2026
J HAGAN CAPITAL, INC. History No change 3,010 471 0.22% 0.22% 942 0 0.0% Q2 2026 Aug 14, 2026
ABNER HERRMAN & BROCK LLC History No change 3,000 470 0.04% 0.04% 943 0 0.0% Q2 2026 Jul 08, 2026
BEACON INVESTMENT ADVISORS LLC History No change 3,000 470 0.15% 0.15% 944 0 0.0% Q2 2026 Aug 13, 2026
Brucke Financial, Inc. History No change 2,999 470 0.21% 0.21% 945 0 0.0% Q2 2026 Jul 21, 2026
Sanchez Gaunt Capital Management, LLC History No change 2,997 469 0.26% 0.26% 946 0 0.0% Q2 2026 Aug 14, 2026
XXI WEALTH, LLC History No change 2,982 467 0.21% 0.21% 947 0 0.0% Q2 2026 Aug 14, 2026
Pointe Capital Management LLC History No change 2,977 466 0.21% 0.21% 948 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 2,962 464 0.01% 0.01% 949 0 0.0% Q2 2026 Jul 29, 2026
Platform Technology Partners History No change 2,960 463 0.08% 0.08% 950 0 0.0% Q2 2026 Jul 24, 2026
Broderick Brian C History No change 2,946 461 0.07% 0.07% 951 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History Added to 3,205 459 0.01% 0.01% 953 +245 8.28% Q3 2026 Oct 08, 2026
BIP Wealth, LLC History No change 2,929 459 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History No change 2,892 459 0.03% 0.03% 954 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 2,933 459 0.04% 0.04% 955 0 0.0% Q2 2026 Jul 14, 2026
Range Advisory, LLC History No change 2,911 456 0.05% 0.05% 956 0 0.0% Q2 2026 Sep 02, 2026
MITCHELL SINKLER & STARR/PA History No change 3,193 455 0.18% 0.21% 957 0 0.0% Q3 2026 Oct 13, 2026
Canal Capital Management, LLC History No change 2,906 455 0.06% 0.06% 958 0 0.0% Q2 2026 Jul 28, 2026
Harvest Fund Management Co., Ltd History No change 2,900 454 0.02% 0.02% 959 0 0.0% Q2 2026 Aug 19, 2026
SIH Partners, LLLP History No change 2,903 454 0.0% 0.0% 960 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 2,896 453 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 14, 2026
SPWM Advisors LLC History No change 2,948 453 0.42% 0.42% 962 0 0.0% Q2 2026 Jul 24, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 2,881 451 0.17% 0.17% 963 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 2,866 449 0.03% 0.03% 964 0 0.0% Q2 2026 Jul 21, 2026
South Shore Capital Advisors History No change 2,870 449 0.3% 0.3% 965 0 0.0% Q2 2026 Jul 30, 2026
Cove Private Wealth, LLC History No change 2,867 449 0.09% 0.09% 966 0 0.0% Q2 2026 Jul 31, 2026
Community Bank & Trust, Waco, Texas History No change 2,851 447 0.08% 0.08% 967 0 0.0% Q2 2026 Aug 04, 2026
WULFF, HANSEN & CO. History No change 2,850 446 0.34% 0.34% 968 0 0.0% Q2 2026 Aug 05, 2026
Symmetry Partners, LLC History No change 2,848 446 0.02% 0.02% 969 0 0.0% Q2 2026 Jul 23, 2026
one8zero8, LLC History No change 2,852 446 0.09% 0.09% 970 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,835 445 0.12% 0.12% 971 0 0.0% Q2 2026 Jul 30, 2026
Legacy Advisors, LLC History No change 2,837 444 0.04% 0.04% 972 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 3,113 443 0.01% 0.01% 973 -449 -12.61% Q3 2026 Oct 13, 2026
Sound View Wealth Advisors Group, LLC History No change 2,828 443 0.03% 0.03% 974 0 0.0% Q2 2026 Aug 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,821 442 0.07% 0.07% 975 0 0.0% Q2 2026 Jul 14, 2026
Summit Global Investments History No change 2,815 441 0.02% 0.02% 976 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 2,816 441 0.08% 0.08% 977 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 2,809 440 0.02% 0.02% 978 0 0.0% Q2 2026 Aug 11, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 2,796 438 0.22% 0.22% 979 0 0.0% Q2 2026 Jul 21, 2026
EWA, LLC History No change 2,790 437 0.08% 0.08% 980 0 0.0% Q2 2026 Jul 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,788 436 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 2,782 436 0.03% 0.03% 982 0 0.0% Q2 2026 Jul 09, 2026
High Net Worth Advisory Group LLC History No change 2,779 435 0.09% 0.09% 983 0 0.0% Q2 2026 Jul 29, 2026
OneAscent Financial Services LLC History No change 2,770 434 0.02% 0.02% 984 0 0.0% Q2 2026 Aug 11, 2026
Shore Point Advisors, LLC History New 3,040 433 0.14% — 986 +3,040 New Q3 2026 Oct 14, 2026
GSA CAPITAL PARTNERS LLP History No change 2,762 433 0.03% 0.03% 985 0 0.0% Q2 2026 Aug 06, 2026
Mission Financial Group, LLC History No change 2,762 432 0.36% 0.36% 987 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 2,818 429 0.02% 0.02% 988 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,733 428 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 14, 2026
Northstar Group, Inc. History No change 2,729 427 0.05% 0.05% 990 0 0.0% Q2 2026 Aug 03, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,716 425 0.02% 0.02% 991 0 0.0% Q2 2026 Jul 29, 2026
Roundview Capital LLC History No change 2,707 424 0.02% 0.02% 992 0 0.0% Q2 2026 Jul 30, 2026
PHILADELPHIA TRUST CO History No change 2,700 423 0.03% 0.03% 993 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 2,701 423 0.05% 0.05% 994 0 0.0% Q2 2026 Jul 27, 2026
Kapstone Financial Advisors LLC History No change 2,695 422 0.18% 0.18% 995 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 2,692 421 0.01% 0.01% 996 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 2,683 420 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 14, 2026
Independence Wealth Advisors, LLC History No change 2,679 419 0.21% 0.21% 998 0 0.0% Q2 2026 Aug 14, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 2,670 418 0.1% 0.1% 999 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History Reduced 2,920 416 0.04% 0.06% 1000 -802 -21.55% Q3 2026 Oct 08, 2026
Hilton Head Capital Partners, LLC History No change 2,656 416 0.21% 0.21% 1001 0 0.0% Q2 2026 Jul 27, 2026
Quad-Cities Investment Group, LLC History No change 2,643 414 0.15% 0.15% 1002 0 0.0% Q2 2026 Jul 07, 2026
Icon Wealth Advisors, LLC History No change 2,643 414 0.02% 0.02% 1003 0 0.0% Q2 2026 Aug 05, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,632 412 0.08% 0.08% 1004 0 0.0% Q2 2026 Jul 22, 2026
Sound Income Strategies, LLC History Reduced 2,874 411 0.02% 0.02% 1007 -160 -5.27% Q3 2026 Oct 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 2,628 411 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 31, 2026
OLD MISSION CAPITAL LLC History No change 2,626 411 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 2,621 410 0.03% 0.03% 1008 0 0.0% Q2 2026 Jul 20, 2026
MONECO ADVISORS, LLC History No change 2,613 409 0.03% 0.03% 1009 0 0.0% Q2 2026 Aug 11, 2026
Eagle Strategies LLC History No change 2,616 409 0.04% 0.04% 1010 0 0.0% Q2 2026 Jul 21, 2026
Intrua Financial, LLC History No change 2,609 408 0.04% 0.04% 1011 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Advisors, LLC History No change 2,601 407 0.05% 0.05% 1012 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 2,595 406 0.05% 0.05% 1013 0 0.0% Q2 2026 Jul 15, 2026
WIMMER ASSOCIATES 1, LLC History No change 2,594 406 0.18% 0.18% 1014 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 2,592 406 0.07% 0.07% 1015 0 0.0% Q2 2026 Jul 24, 2026
Beverly Hills Private Wealth, LLC History No change 2,596 406 0.08% 0.08% 1016 0 0.0% Q2 2026 Aug 06, 2026
JGP Wealth Management, LLC History Added to 2,847 405 0.04% 0.04% 1017 +336 13.38% Q3 2026 Oct 09, 2026
Grey Ledge Advisors, LLC History No change 2,576 403 0.08% 0.08% 1018 0 0.0% Q2 2026 Jul 27, 2026
Delaney Dennis R History No change 2,575 403 0.13% 0.13% 1019 0 0.0% Q2 2026 Aug 21, 2026
Quantum Financial Advisors, LLC History No change 2,574 403 0.04% 0.04% 1020 0 0.0% Q2 2026 Jul 08, 2026
Compass Ion Advisors, LLC History No change 2,560 401 0.03% 0.03% 1021 0 0.0% Q2 2026 Aug 12, 2026
GF FUND MANAGEMENT CO. LTD. History No change 2,542 398 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 07, 2026
CFS Investment Advisory Services, LLC History No change 2,476 395 0.03% 0.03% 1023 0 0.0% Q2 2026 Jul 16, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 2,516 394 0.02% 0.02% 1024 0 0.0% Q2 2026 Jul 21, 2026
WATERSHED PRIVATE WEALTH LLC History No change 2,509 393 0.11% 0.11% 1025 0 0.0% Q2 2026 Jul 17, 2026
Flatrock Wealth Partners LLC History No change 2,503 392 0.15% 0.15% 1026 0 0.0% Q2 2026 Aug 14, 2026
SUMMITRY LLC History No change 2,464 386 0.01% 0.01% 1027 0 0.0% Q2 2026 Jul 21, 2026
Laraway Financial Advisors Inc History No change 2,467 386 0.23% 0.23% 1028 0 0.0% Q2 2026 Aug 03, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,459 385 0.07% 0.07% 1029 0 0.0% Q2 2026 Jul 21, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 2,698 384 0.27% 0.43% 1031 -819 -23.29% Q3 2026 Oct 09, 2026
Busey Bank History No change 2,452 384 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 13, 2026
VAN STRUM & TOWNE INC. History No change 2,447 383 0.1% 0.1% 1032 0 0.0% Q2 2026 Jul 31, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 2,450 383 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 13, 2026
M. Kulyk & Associates, LLC History No change 2,439 382 0.06% 0.06% 1034 0 0.0% Q2 2026 Aug 07, 2026
Stonebrook Private Inc. History No change 2,438 382 0.07% 0.07% 1035 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 2,428 380 0.05% 0.05% 1036 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History No change 2,427 380 0.03% 0.03% 1037 0 0.0% Q2 2026 Jul 29, 2026
SAPIENT CAPITAL LLC History Added to 2,663 379 0.01% 0.0% 1038 +300 12.7% Q3 2026 Oct 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,406 377 0.08% 0.08% 1039 0 0.0% Q2 2026 Jul 17, 2026
Rydar Equities, Inc. History No change 2,630 376 0.19% 0.23% 1040 0 0.0% Q3 2026 Oct 13, 2026
Aspen Grove Capital, LLC History No change 2,397 375 0.05% 0.05% 1041 0 0.0% Q2 2026 Aug 14, 2026
Hopwood Financial Services, Inc. History No change 2,395 375 0.22% 0.22% 1042 0 0.0% Q2 2026 Jul 22, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 2,390 374 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,380 373 0.02% 0.02% 1044 0 0.0% Q2 2026 Jul 23, 2026
Diversified Enterprises, LLC History No change 2,381 373 0.02% 0.02% 1045 0 0.0% Q2 2026 Jul 31, 2026
Argyle Capital Management, LLC History No change 2,375 372 0.11% 0.11% 1046 0 0.0% Q2 2026 Jul 28, 2026
Formidable Asset Management, LLC History No change 2,430 371 0.06% 0.06% 1047 0 0.0% Q2 2026 Jul 17, 2026
Wealthcare Advisory Partners LLC History No change 2,368 371 0.01% 0.01% 1048 0 0.0% Q2 2026 Jul 09, 2026
Bayesian Capital Management, LP History No change 2,365 370 0.24% 0.24% 1049 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 2,366 370 0.04% 0.04% 1050 0 0.0% Q2 2026 Jul 30, 2026
Soltis Investment Advisors LLC History No change 2,361 370 0.02% 0.02% 1051 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 2,360 369 0.02% 0.02% 1052 0 0.0% Q2 2026 Jul 22, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,355 369 0.25% 0.25% 1053 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 2,335 365 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 22, 2026
Shoker Investment Counsel, Inc. History No change 2,335 365 0.09% 0.09% 1055 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 2,330 365 0.02% 0.02% 1056 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 2,334 365 0.01% 0.01% 1057 0 0.0% Q2 2026 Aug 13, 2026
Key Client Fiduciary Advisors, LLC History No change 2,326 364 0.1% 0.1% 1058 0 0.0% Q2 2026 Jul 09, 2026
EVERPAR ADVISORS LLC History No change 2,326 364 0.1% 0.1% 1059 0 0.0% Q2 2026 Jul 09, 2026
JM2 Capital Inc. History Added to 2,548 363 0.24% 0.26% 1060 +174 7.33% Q3 2026 Oct 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 2,300 360 0.06% 0.06% 1061 0 0.0% Q2 2026 Jul 29, 2026
RiverGlades Family Offices LLC History No change 2,300 360 0.17% 0.17% 1062 0 0.0% Q2 2026 Aug 10, 2026
JACOBS & CO/CA History No change 2,520 359 0.03% 0.03% 1063 0 0.0% Q3 2026 Oct 09, 2026
Kendall Capital Management History No change 2,295 359 0.06% 0.06% 1064 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,287 358 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 28, 2026
Outlook Wealth Advisors, LLC History No change 2,271 356 0.08% 0.08% 1066 0 0.0% Q2 2026 Aug 03, 2026
VIAWEALTH, LLC History No change 2,276 356 0.18% 0.18% 1067 0 0.0% Q2 2026 Aug 11, 2026
Texas Capital Bank Wealth Management Services Inc History No change 2,271 355 0.02% 0.02% 1068 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,270 355 0.07% 0.07% 1069 0 0.0% Q2 2026 Jul 23, 2026
Great Diamond Partners, LLC History Added to 2,483 354 0.06% 0.07% 1070 +10 0.4% Q3 2026 Oct 13, 2026
Financial Security Advisor, Inc. History No change 2,264 354 0.06% 0.06% 1071 0 0.0% Q2 2026 Aug 11, 2026
Tyche Wealth Partners LLC History No change 2,255 353 0.05% 0.05% 1072 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 2,257 353 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 11, 2026
CHILTON INVESTMENT CO INC. History No change 2,250 352 0.01% 0.01% 1074 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 2,251 352 0.02% 0.02% 1075 0 0.0% Q2 2026 Aug 05, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 2,243 351 0.1% 0.1% 1076 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 2,238 350 0.02% 0.02% 1077 0 0.0% Q2 2026 Jul 29, 2026
CNB Bank History No change 2,220 347 0.14% 0.14% 1078 0 0.0% Q2 2026 Aug 06, 2026
Trek Financial, LLC History No change 2,210 346 0.02% 0.02% 1079 0 0.0% Q2 2026 Aug 13, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 2,211 346 0.04% 0.04% 1080 0 0.0% Q2 2026 Jul 24, 2026
Bruce G. Allen Investments, LLC History No change 2,208 346 0.22% 0.22% 1081 0 0.0% Q2 2026 Jul 31, 2026
Wealth Dimensions Group, Ltd. History No change 2,204 345 0.06% 0.06% 1082 0 0.0% Q2 2026 Jul 22, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 2,206 345 0.03% 0.03% 1083 0 0.0% Q2 2026 Aug 06, 2026
Tower Wealth Partners, Inc. History No change 2,192 343 0.17% 0.17% 1084 0 0.0% Q2 2026 Aug 12, 2026
Crestmont Private Wealth LLC History No change 2,188 342 0.1% 0.1% 1085 0 0.0% Q2 2026 Aug 07, 2026
Montecito Bank & Trust History Added to 2,396 341 0.05% 0.04% 1086 +668 38.66% Q3 2026 Oct 01, 2026
Prospect Financial Group LLC History No change 2,175 340 0.27% 0.27% 1087 0 0.0% Q2 2026 Aug 06, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 2,167 339 0.06% 0.06% 1088 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 2,167 339 0.03% 0.03% 1089 0 0.0% Q2 2026 Aug 03, 2026
Wayfinding Financial, LLC History No change 2,153 337 0.13% 0.13% 1090 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 2,149 336 0.04% 0.04% 1091 0 0.0% Q2 2026 Jul 31, 2026
Farmers National Bank History No change 2,145 336 0.07% 0.07% 1092 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,205 336 0.04% 0.04% 1093 0 0.0% Q2 2026 Aug 05, 2026
NIXON PEABODY TRUST CO History No change 2,136 334 0.02% 0.02% 1094 0 0.0% Q2 2026 Jul 27, 2026
Kovack Advisors, Inc. History No change 2,160 334 0.02% 0.02% 1095 0 0.0% Q2 2026 Jul 28, 2026
Permanens Capital L.P. History No change 2,125 333 0.03% 0.03% 1096 0 0.0% Q2 2026 Aug 14, 2026
Braun-Bostich & Associates Inc. History No change 2,130 333 0.19% 0.19% 1097 0 0.0% Q2 2026 Jul 24, 2026
Cooper Financial Group History Added to 2,335 332 0.03% 0.03% 1098 +82 3.64% Q3 2026 Oct 07, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,116 331 0.04% 0.04% 1099 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 2,112 330 0.02% 0.02% 1100 0 0.0% Q2 2026 Aug 10, 2026
Value Investment Professionals, LLC History No change 2,319 330 0.29% 0.31% 1101 0 0.0% Q3 2026 Oct 09, 2026
Maia Wealth LLC History No change 2,096 328 0.05% 0.05% 1102 0 0.0% Q2 2026 Jul 28, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,091 327 0.03% 0.03% 1103 0 0.0% Q2 2026 Jul 22, 2026
ENTERPRISE FINANCIAL SERVICES CORP History No change 2,081 326 0.13% 0.13% 1104 0 0.0% Q2 2026 Aug 04, 2026
Ancora Advisors LLC History No change 2,086 326 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 14, 2026
Cauble & Harre Wealth Management, Inc. History No change 2,085 326 0.26% 0.26% 1106 0 0.0% Q2 2026 Aug 11, 2026
Merrion Investment Management Co, LLC History No change 2,080 325 0.15% 0.15% 1107 0 0.0% Q2 2026 Jul 13, 2026
Paradigm Capital Management, LLC/NV History No change 2,072 325 0.28% 0.28% 1108 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 2,061 323 0.03% 0.03% 1109 0 0.0% Q2 2026 Jul 07, 2026
Alliance Wealth Advisors, LLC /UT History No change 2,061 323 0.06% 0.06% 1110 0 0.0% Q2 2026 Jul 23, 2026
Proficio Capital Partners LLC History No change 2,058 322 0.01% 0.01% 1111 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 2,058 322 0.06% 0.06% 1112 0 0.0% Q2 2026 Jul 15, 2026
Elk River Wealth Management LLC History No change 2,060 322 0.05% 0.05% 1113 0 0.0% Q2 2026 Aug 12, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,050 321 0.05% 0.05% 1114 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Capital Wealth Advisors History No change 2,050 321 0.22% 0.22% 1115 0 0.0% Q2 2026 Jul 23, 2026
F/m Investments LLC History No change 2,050 321 0.02% 0.02% 1116 0 0.0% Q2 2026 Aug 05, 2026
First County Bank /CT/ History Added to 2,248 320 0.15% 0.15% 1119 +226 11.18% Q3 2026 Oct 13, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 2,248 320 0.01% 0.01% 1117 +183 8.86% Q3 2026 Oct 13, 2026
KG Capital Management History No change 2,046 320 0.19% 0.19% 1118 0 0.0% Q2 2026 Aug 07, 2026
Legacy Wealth Advisors, LLC History No change 2,043 320 0.14% 0.14% 1120 0 0.0% Q2 2026 Aug 14, 2026
DILLON & ASSOCIATES INC History No change 2,031 319 0.04% 0.04% 1121 0 0.0% Q2 2026 Aug 05, 2026
Hudson Capital Management LLC History No change 2,040 319 0.08% 0.08% 1122 0 0.0% Q2 2026 Jul 14, 2026
Kestra Investment Management, LLC History No change 2,037 319 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 05, 2026
Vann Equity Management LLC History No change 2,238 319 0.19% 0.21% 1124 0 0.0% Q3 2026 Oct 07, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 2,023 317 0.06% 0.06% 1125 0 0.0% Q2 2026 Aug 06, 2026
PARNASSUS INVESTMENTS, LLC History No change 2,016 315 0.0% 0.0% 1126 0 0.0% Q2 2026 Jul 29, 2026
Greykasell Wealth Strategies, Inc. History No change 2,013 315 0.11% 0.11% 1127 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 2,007 314 0.02% 0.02% 1128 0 0.0% Q2 2026 Aug 14, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 2,198 313 0.08% 0.08% 1131 +200 10.01% Q3 2026 Oct 06, 2026
Stanley-Laman Group, Ltd. History No change 2,000 313 0.03% 0.03% 1129 0 0.0% Q2 2026 Aug 05, 2026
Peak Asset Management, LLC History No change 2,000 313 0.05% 0.05% 1130 0 0.0% Q2 2026 Aug 13, 2026
Gimbal Financial History No change 2,002 313 0.19% 0.19% 1132 0 0.0% Q2 2026 Aug 04, 2026
PALLADIEM, LLC History No change 1,996 312 0.3% 0.3% 1133 0 0.0% Q2 2026 Aug 13, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 1,993 312 0.04% 0.04% 1134 0 0.0% Q2 2026 Jul 27, 2026
Gerald Baker Financial Group LLC History No change 2,194 312 0.09% 0.1% 1135 0 0.0% Q3 2026 Oct 09, 2026
Granite Group Advisors, LLC History Reduced 2,183 311 0.2% 0.2% 1137 -4 -0.18% Q3 2026 Oct 14, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 1,985 311 0.1% 0.1% 1136 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 1,979 310 0.23% 0.23% 1138 0 0.0% Q2 2026 Jul 31, 2026
SPINNAKER TRUST History No change 1,974 309 0.02% 0.02% 1139 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Advisory, LLC History No change 1,974 309 0.03% 0.03% 1140 0 0.0% Q2 2026 Jul 29, 2026
Intellectus Partners, LLC History No change 1,962 307 0.05% 0.05% 1141 0 0.0% Q2 2026 Aug 12, 2026
Syverson Strege & Co History No change 1,964 307 0.07% 0.07% 1142 0 0.0% Q2 2026 Aug 06, 2026
CAPITAL ADVISORS INC/OK History No change 1,953 306 0.0% 0.0% 1143 0 0.0% Q2 2026 Jul 22, 2026
MEYER HANDELMAN CO History No change 1,948 305 0.01% 0.01% 1144 0 0.0% Q2 2026 Aug 03, 2026
Cypress Wealth Services, LLC History No change 1,948 305 0.04% 0.04% 1145 0 0.0% Q2 2026 Jul 10, 2026
EJMK Ventures LLC History No change 1,948 305 0.14% 0.14% 1146 0 0.0% Q2 2026 Aug 06, 2026
Livet Wealth, LLC History No change 1,946 304 0.18% 0.18% 1147 0 0.0% Q2 2026 Jul 28, 2026
South Street Advisors LLC History No change 1,934 303 0.04% 0.04% 1148 0 0.0% Q2 2026 Aug 05, 2026
EntryPoint Capital, LLC History No change 1,936 303 0.07% 0.07% 1149 0 0.0% Q2 2026 Aug 13, 2026
Avestar Capital, LLC History No change 1,929 302 0.02% 0.02% 1150 0 0.0% Q2 2026 Jul 29, 2026
Commonwealth Retirement Investments LLC History No change 1,931 302 0.08% 0.08% 1151 0 0.0% Q2 2026 Aug 03, 2026
Confluence Wealth Services, Inc. History No change 1,925 301 0.01% 0.01% 1152 0 0.0% Q2 2026 Jul 22, 2026
Dorato Capital Management History No change 2,104 301 0.2% 0.22% 1153 0 0.0% Q3 2026 Oct 08, 2026
Clearbridge Investments, LLC History No change 1,917 300 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 13, 2026
Chicago Capital, LLC History New 2,100 299 0.01% — 1159 +2,100 New Q3 2026 Oct 13, 2026
Mirador Capital Partners LP History Added to 2,103 299 0.03% 0.04% 1156 +13 0.62% Q3 2026 Oct 09, 2026
Manchester Capital Management LLC History No change 1,910 299 0.04% 0.04% 1155 0 0.0% Q2 2026 Aug 13, 2026
Wealth Alliance Advisory Group, LLC History No change 2,100 299 0.04% 0.05% 1157 0 0.0% Q3 2026 Oct 14, 2026
Triad Wealth Partners, LLC History No change 1,949 299 0.02% 0.02% 1158 0 0.0% Q2 2026 Aug 10, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 1,905 298 0.23% 0.23% 1160 0 0.0% Q2 2026 Aug 11, 2026
Community Bank, N.A. History No change 1,906 298 0.03% 0.03% 1161 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 1,900 297 0.02% 0.02% 1162 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 1,901 297 0.01% 0.01% 1163 0 0.0% Q2 2026 Jul 13, 2026
Quotient Wealth Partners, LLC History No change 1,901 297 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 03, 2026
Narus Financial Partners, LLC History No change 1,889 296 0.08% 0.08% 1165 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 1,894 296 0.01% 0.01% 1166 0 0.0% Q2 2026 Aug 10, 2026
Dakota Community Bank & Trust NA History No change 2,081 296 0.85% 1.01% 1167 0 0.0% Q3 2026 Oct 09, 2026
Mattson Financial Services, LLC History No change 1,941 296 0.06% 0.06% 1168 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History Added to 2,070 295 0.01% 0.01% 1169 +38 1.87% Q3 2026 Oct 14, 2026
Nolet Wealth Management, LLC History No change 1,880 294 0.16% 0.16% 1170 0 0.0% Q2 2026 Jul 10, 2026
SMITH, MOORE & CO. History No change 1,870 293 0.02% 0.02% 1171 0 0.0% Q2 2026 Aug 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,875 293 0.04% 0.04% 1172 0 0.0% Q2 2026 Aug 06, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,866 292 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 31, 2026
CURA WEALTH ADVISORS, LLC History No change 1,863 291 0.12% 0.12% 1174 0 0.0% Q2 2026 Aug 06, 2026
Ponta Wealth Partners, LLC History No change 1,861 291 0.16% 0.16% 1175 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Wealth Management, LLC History No change 1,853 290 0.04% 0.04% 1176 0 0.0% Q2 2026 Jul 30, 2026
SJS Investment Consulting Inc. History No change 1,839 288 0.03% 0.03% 1177 0 0.0% Q2 2026 Jul 22, 2026
Empower Advisory Group, LLC History No change 1,842 288 0.0% 0.0% 1178 0 0.0% Q2 2026 Aug 12, 2026
Van Diest Capital, LLC History No change 1,832 287 0.26% 0.26% 1179 0 0.0% Q2 2026 Aug 04, 2026
EXCALIBUR MANAGEMENT CORP History No change 1,828 286 0.09% 0.09% 1180 0 0.0% Q2 2026 Aug 03, 2026
Global Trust Asset Management, LLC History No change 1,827 286 0.09% 0.09% 1181 0 0.0% Q2 2026 Aug 03, 2026
Endowment Wealth Management, Inc. History No change 1,830 286 0.11% 0.11% 1182 0 0.0% Q2 2026 Aug 05, 2026
Astoria Portfolio Advisors LLC. History No change 1,831 286 0.05% 0.05% 1183 0 0.0% Q2 2026 Jul 28, 2026
Trace Wealth Advisors, LLC History No change 1,825 286 0.19% 0.19% 1184 0 0.0% Q2 2026 Jul 28, 2026
Welch Financial Planning, LLC History No change 1,825 286 0.17% 0.17% 1185 0 0.0% Q2 2026 Jul 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 1,819 285 0.02% 0.02% 1186 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 1,824 285 0.03% 0.03% 1187 0 0.0% Q2 2026 Jul 15, 2026
Brown Financial Advisors History No change 1,821 285 0.1% 0.1% 1188 0 0.0% Q2 2026 Aug 26, 2026
Fire Capital Management LLC History No change 1,819 285 0.12% 0.12% 1189 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History Reduced 1,987 283 0.01% 0.01% 1192 -684 -25.61% Q3 2026 Oct 08, 2026
Red Door Wealth Management, LLC History No change 1,807 283 0.03% 0.03% 1190 0 0.0% Q2 2026 Jul 13, 2026
Pallas Capital Advisors LLC History No change 1,811 283 0.01% 0.01% 1191 0 0.0% Q2 2026 Aug 07, 2026
Entelevest, LLC History No change 1,810 283 0.24% 0.24% 1193 0 0.0% Q2 2026 Jul 22, 2026
First Nebraska Trust Co History No change 1,812 283 0.02% 0.02% 1194 0 0.0% Q2 2026 Aug 12, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 1,800 282 0.06% 0.06% 1195 0 0.0% Q2 2026 Aug 06, 2026
Fulcrum Equity Management History No change 1,805 282 0.21% 0.21% 1196 0 0.0% Q2 2026 Jul 09, 2026
Caitong International Asset Management Co., Ltd History No change 1,799 281 0.04% 0.04% 1197 0 0.0% Q2 2026 Aug 04, 2026
Barry Investment Advisors, LLC History No change 1,962 279 0.05% 0.06% 1198 0 0.0% Q3 2026 Oct 14, 2026
Pacifica Partners Inc. History No change 1,984 279 0.08% 0.1% 1199 0 0.0% Q3 2026 Oct 08, 2026
Financial Perspectives, Inc History No change 1,774 278 0.07% 0.07% 1200 0 0.0% Q2 2026 Jul 24, 2026
August Group Capital Ltd History Added to 1,945 277 0.28% 0.33% 1201 +16 0.83% Q3 2026 Oct 14, 2026
PLIMOTH TRUST CO LLC History No change 1,762 276 0.06% 0.06% 1202 0 0.0% Q2 2026 Jul 28, 2026
Atlas Legacy Advisors, LLC History No change 1,788 276 0.04% 0.04% 1203 0 0.0% Q2 2026 Jul 31, 2026
Marietta Wealth Management, LLC History No change 1,753 274 0.03% 0.03% 1204 0 0.0% Q2 2026 Aug 03, 2026
Hummer Financial Advisory Services Inc History No change 1,926 274 0.18% 0.2% 1205 0 0.0% Q3 2026 Oct 08, 2026
Leith Wheeler Investment Counsel Ltd. History No change 1,745 273 0.02% 0.02% 1206 0 0.0% Q2 2026 Aug 05, 2026
American Trust History No change 1,745 273 0.02% 0.02% 1207 0 0.0% Q2 2026 Aug 14, 2026
Fairfield Financial Advisors, LTD History Added to 1,911 272 0.11% 0.1% 1209 +300 18.62% Q3 2026 Oct 14, 2026
Journey Advisory Group, LLC History No change 1,737 272 0.02% 0.02% 1208 0 0.0% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 1,730 271 0.01% 0.01% 1210 0 0.0% Q2 2026 Jul 28, 2026
Hurlow Wealth Management Group, Inc. History No change 1,735 271 0.06% 0.06% 1211 0 0.0% Q2 2026 Aug 05, 2026
Retirement Planning Group, LLC History No change 1,723 270 0.01% 0.01% 1212 0 0.0% Q2 2026 Aug 05, 2026
Founders Financial Alliance, LLC History No change 1,726 270 0.04% 0.04% 1213 0 0.0% Q2 2026 Aug 04, 2026
Stiles Financial Services Inc History No change 1,729 270 0.07% 0.07% 1214 0 0.0% Q2 2026 Aug 12, 2026
BANK OF HAWAII History No change 1,720 269 0.01% 0.01% 1215 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 1,718 269 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 1,715 268 0.01% 0.01% 1217 0 0.0% Q2 2026 Aug 14, 2026
Argent Advisors, Inc. History No change 1,705 267 0.07% 0.07% 1218 0 0.0% Q2 2026 Aug 05, 2026
Lynx Investment Advisory History No change 1,709 267 0.09% 0.09% 1219 0 0.0% Q2 2026 Jul 27, 2026
Bravera Wealth History No change 1,710 267 0.1% 0.1% 1220 0 0.0% Q2 2026 Jul 23, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 1,703 266 0.11% 0.11% 1221 0 0.0% Q2 2026 Jul 22, 2026
Houlihan Financial Resource Group, Ltd. History No change 1,700 266 0.09% 0.09% 1222 0 0.0% Q2 2026 Aug 10, 2026
Walter Public Investments Inc. History No change 1,700 266 0.06% 0.06% 1223 0 0.0% Q2 2026 Aug 05, 2026
Glenview Trust Co History No change 1,691 265 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 18, 2026
UNION SAVINGS BANK History No change 1,691 265 0.11% 0.11% 1225 0 0.0% Q2 2026 Jul 23, 2026
Rosenberg Matthew Hamilton History Added to 1,855 264 0.05% 0.05% 1227 +52 2.88% Q3 2026 Oct 05, 2026
Capital Asset Advisory Services LLC History No change 1,689 264 0.01% 0.01% 1226 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 1,681 263 0.16% 0.16% 1228 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,674 262 0.06% 0.06% 1229 0 0.0% Q2 2026 Sep 02, 2026
Benchmark Financial Wealth Advisors, LLC History No change 1,667 261 0.06% 0.06% 1230 0 0.0% Q2 2026 Jul 17, 2026
Fortis Capital Management LLC History No change 1,665 260 0.03% 0.03% 1231 0 0.0% Q2 2026 Aug 12, 2026
DIVERSIFIED MANAGEMENT INC History New 1,810 258 0.05% — 1232 +1,810 New Q3 2026 Oct 08, 2026
S Harris Financial Group, LLC History No change 1,640 257 0.2% 0.2% 1233 0 0.0% Q2 2026 Jul 24, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 1,802 256 0.02% 0.02% 1234 0 0.0% Q3 2026 Oct 06, 2026
TOWNSQUARE CAPITAL LLC History No change 1,638 256 0.05% 0.05% 1235 0 0.0% Q2 2026 Aug 14, 2026
Mattern Wealth Management LLC History No change 1,633 255 0.04% 0.04% 1236 0 0.0% Q2 2026 Jul 23, 2026
Ellsworth Advisors, LLC History No change 1,695 255 0.04% 0.04% 1237 0 0.0% Q2 2026 Jul 16, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 1,776 253 0.02% 0.02% 1238 -10 -0.56% Q3 2026 Oct 07, 2026
LVW Advisors, LLC History No change 1,618 253 0.02% 0.02% 1239 0 0.0% Q2 2026 Jul 15, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,656 253 0.03% 0.03% 1240 0 0.0% Q2 2026 Jul 24, 2026
TRITONPOINT WEALTH, LLC History No change 1,618 253 0.02% 0.02% 1241 0 0.0% Q2 2026 Aug 11, 2026
Old Mission Investment Co LLC History No change 1,620 253 0.05% 0.05% 1242 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 1,603 251 0.03% 0.03% 1243 0 0.0% Q2 2026 Jul 20, 2026
Gateway Wealth Partners, LLC History No change 1,608 251 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 04, 2026
Azimuth Capital Investment Management LLC History No change 1,598 250 0.01% 0.01% 1245 0 0.0% Q2 2026 Aug 12, 2026
Adelphi Trust Co History Added to 1,749 249 0.16% 0.17% 1246 +116 7.1% Q3 2026 Oct 05, 2026
Lexington Hill Partners, LLC History Added to 1,745 248 0.11% 0.13% 1248 +75 4.49% Q3 2026 Oct 13, 2026
Knights of Columbus Asset Advisors LLC History No change 1,585 248 0.01% 0.01% 1247 0 0.0% Q2 2026 Jul 31, 2026
Jefferies Financial Group Inc. History No change 1,578 247 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 17, 2026
Arlington Partners LLC History No change 1,579 247 0.45% 0.45% 1250 0 0.0% Q2 2026 Jul 07, 2026
V-Square Quantitative Management LLC History No change 1,573 246 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 27, 2026
Palumbo Wealth Management LLC History No change 1,567 245 0.05% 0.05% 1252 0 0.0% Q2 2026 Aug 12, 2026
Leisure Capital Management History No change 1,549 242 0.08% 0.08% 1253 0 0.0% Q2 2026 Jul 24, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,547 242 0.04% 0.04% 1254 0 0.0% Q2 2026 Jul 27, 2026
Tevis Investment Management History No change 1,546 242 0.13% 0.13% 1255 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 1,548 242 0.05% 0.05% 1256 0 0.0% Q2 2026 Jul 07, 2026
AssuredPartners Investment Advisors, LLC History No change 1,548 242 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 1,554 242 0.09% 0.09% 1258 0 0.0% Q2 2026 Jul 28, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 1,540 241 0.1% 0.1% 1259 0 0.0% Q2 2026 Jul 14, 2026
BCS Wealth Management History No change 1,533 240 0.04% 0.04% 1260 0 0.0% Q2 2026 Jul 16, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,536 240 0.02% 0.02% 1261 0 0.0% Q2 2026 Aug 14, 2026
ROCKLAND TRUST CO History Added to 1,682 239 0.01% 0.01% 1262 +5 0.3% Q3 2026 Oct 05, 2026
Armor Investment Advisors, LLC History No change 1,531 239 0.08% 0.08% 1263 0 0.0% Q2 2026 Aug 04, 2026
Portfolio Design Labs, LLC History No change 1,531 239 0.04% 0.04% 1264 0 0.0% Q2 2026 Aug 11, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 1,549 239 0.13% 0.13% 1265 0 0.0% Q2 2026 Aug 27, 2026
Kelly Financial Services LLC History No change 1,529 239 0.05% 0.05% 1266 0 0.0% Q2 2026 Jul 14, 2026
CPC Advisors, LLC History No change 1,516 237 0.03% 0.03% 1267 0 0.0% Q2 2026 Jul 24, 2026
Byrne Asset Management LLC History New 1,675 236 0.13% — 1268 +1,675 New Q3 2026 Oct 06, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 1,501 235 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 1,500 235 0.01% 0.01% 1270 0 0.0% Q2 2026 Aug 11, 2026
Bristlecone Value Partners, LLC History No change 1,505 235 0.19% 0.19% 1271 0 0.0% Q2 2026 Aug 13, 2026
REBALANCE, LLC History No change 1,500 235 0.01% 0.01% 1272 0 0.0% Q2 2026 Jul 16, 2026
Essex LLC History No change 1,500 235 0.04% 0.04% 1273 0 0.0% Q2 2026 Jul 24, 2026
WealthSpring Partners, LLC History No change 1,505 235 0.2% 0.2% 1274 0 0.0% Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History No change 1,495 234 0.05% 0.05% 1275 0 0.0% Q2 2026 Jul 30, 2026
Saratoga Research & Investment Management History No change 1,490 233 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,518 233 0.01% 0.01% 1277 0 0.0% Q2 2026 Jul 22, 2026
Financial Planning Navigators CORP History No change 1,482 232 0.09% 0.09% 1278 0 0.0% Q2 2026 Jul 28, 2026
FOCUSED ALPHA, LLC History No change 1,484 232 0.06% 0.06% 1279 0 0.0% Q2 2026 Aug 07, 2026
Liberty Capital Management, Inc. History No change 1,480 231 0.04% 0.04% 1280 0 0.0% Q2 2026 Jul 17, 2026
Fiduciary Wealth Partners, LLC History No change 1,464 229 0.13% 0.13% 1281 0 0.0% Q2 2026 Jul 29, 2026
Legacy Capital Wealth Partners, LLC History No change 1,465 229 0.04% 0.04% 1282 0 0.0% Q2 2026 Aug 12, 2026
Clarus Group, Inc. History No change 1,461 228 0.08% 0.08% 1283 0 0.0% Q2 2026 Jul 24, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 1,450 227 0.05% 0.05% 1284 0 0.0% Q2 2026 Jul 22, 2026
BBR PARTNERS, LLC History No change 1,450 227 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 11, 2026
HHM Wealth Advisors, LLC History No change 1,449 227 0.02% 0.02% 1286 0 0.0% Q2 2026 Jul 13, 2026
Marks Group Wealth Management, Inc History No change 1,450 227 0.02% 0.02% 1287 0 0.0% Q2 2026 Jul 27, 2026
71 West Capital Partners History No change 1,454 227 0.01% 0.01% 1288 0 0.0% Q2 2026 Aug 04, 2026
Hardy Reed LLC History No change 1,440 225 0.01% 0.01% 1289 0 0.0% Q2 2026 Aug 03, 2026
Ledyard National Bank History No change 1,423 223 0.02% 0.02% 1290 0 0.0% Q2 2026 Jul 16, 2026
Meeder Advisory Services, Inc. History No change 1,428 223 0.01% 0.01% 1291 0 0.0% Q2 2026 Aug 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 1,427 223 0.05% 0.05% 1292 0 0.0% Q2 2026 Aug 13, 2026
Bluebird Wealth Management LLC History No change 1,423 223 0.19% 0.19% 1293 0 0.0% Q2 2026 Aug 05, 2026
Gryphon Financial Partners LLC History No change 1,421 222 0.02% 0.02% 1294 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 1,421 222 0.02% 0.02% 1295 0 0.0% Q2 2026 Aug 06, 2026
Rothschild Wealth LLC History No change 1,412 221 0.02% 0.02% 1296 0 0.0% Q2 2026 Aug 11, 2026
LYELL WEALTH MANAGEMENT, LP History No change 1,405 220 0.01% 0.01% 1297 0 0.0% Q2 2026 Aug 05, 2026
Carter Financial Group, INC. History No change 1,406 220 0.11% 0.11% 1298 0 0.0% Q2 2026 Jul 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 1,406 220 0.04% 0.04% 1299 0 0.0% Q2 2026 Jul 22, 2026
JBGlobal.com LLC History No change 1,550 220 0.19% 0.21% 1300 0 0.0% Q3 2026 Oct 09, 2026
RVW Wealth, LLC History No change 1,542 219 0.01% 0.02% 1301 0 0.0% Q3 2026 Oct 06, 2026
Goepper Burkhardt LLC History No change 1,400 219 0.07% 0.07% 1302 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,394 218 0.0% 0.0% 1303 0 0.0% Q2 2026 Aug 10, 2026
EAGLE GLOBAL ADVISORS LLC History No change 1,395 218 0.01% 0.01% 1304 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL TRUST CO History No change 1,393 218 0.01% 0.01% 1305 0 0.0% Q2 2026 Jul 30, 2026
Royal Capital Wealth Management, LLC History No change 1,394 218 0.12% 0.12% 1306 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 1,390 217 0.02% 0.02% 1307 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,390 217 0.02% 0.02% 1308 0 0.0% Q2 2026 Jul 27, 2026
Facet Wealth, Inc. History No change 1,384 216 0.0% 0.0% 1309 0 0.0% Q2 2026 Jul 27, 2026
O'ROURKE & COMPANY, Inc History No change 1,378 216 0.08% 0.08% 1310 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,383 216 0.01% 0.01% 1311 0 0.0% Q2 2026 Aug 13, 2026
Post Resch Tallon Group Inc. History Reduced 1,501 213 0.15% 0.18% 1314 -180 -10.71% Q3 2026 Oct 08, 2026
BOWEN HANES & CO INC History No change 1,400 213 0.01% 0.01% 1312 0 0.0% Q2 2026 Aug 13, 2026
Cascades Capital Asset Management, LLC History No change 1,362 213 0.08% 0.08% 1313 0 0.0% Q2 2026 Aug 14, 2026
TrustBank History No change 1,362 213 0.07% 0.07% 1315 0 0.0% Q2 2026 Jul 20, 2026
Family Manage LLC History No change 1,359 212 0.02% 0.02% 1316 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 1,357 212 0.02% 0.02% 1317 0 0.0% Q2 2026 Jul 09, 2026
Retirement Planning Co of New England, Inc. History No change 1,356 212 0.08% 0.08% 1318 0 0.0% Q2 2026 Jul 30, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 1,353 212 0.14% 0.14% 1319 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 1,354 212 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 10, 2026
MFA Wealth Services History No change 1,484 211 0.13% 0.14% 1321 0 0.0% Q3 2026 Oct 13, 2026
Balefire, LLC History Reduced 1,473 210 0.03% 0.04% 1324 -36 -2.39% Q3 2026 Oct 09, 2026
GHP Investment Advisors, Inc. History No change 1,343 210 0.01% 0.01% 1322 0 0.0% Q2 2026 Jul 17, 2026
Warren Street Wealth Advisors, LLC History No change 1,340 210 0.05% 0.05% 1323 0 0.0% Q2 2026 Jul 22, 2026
Boltwood Capital Management History New 1,473 209 0.05% — 1326 +1,473 New Q3 2026 Oct 02, 2026
Owl Creek Wealth Partners LLC History No change 1,335 209 0.06% 0.06% 1325 0 0.0% Q2 2026 Jul 20, 2026
O'Keefe Stevens Advisory, Inc. History Added to 1,460 208 0.04% 0.04% 1327 +87 6.34% Q3 2026 Oct 09, 2026
Symphony Financial, Ltd. Co. History No change 1,325 208 0.02% 0.02% 1328 0 0.0% Q2 2026 Aug 03, 2026
Urban Wealth Management, LLC History No change 1,329 208 0.18% 0.18% 1329 0 0.0% Q2 2026 Jul 23, 2026
KPP Advisory Services LLC History No change 1,331 208 0.03% 0.03% 1330 0 0.0% Q2 2026 Jul 24, 2026
PFW Advisors LLC History Reduced 1,457 207 0.06% 0.07% 1333 -8 -0.55% Q3 2026 Oct 07, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 1,450 207 0.02% 0.03% 1331 0 0.0% Q3 2026 Oct 08, 2026
Octavia Wealth Advisors, LLC History No change 1,326 207 0.02% 0.02% 1332 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,331 207 0.02% 0.02% 1334 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 1,326 207 0.14% 0.14% 1335 0 0.0% Q2 2026 Aug 10, 2026
Scientech Research LLC History No change 1,315 206 0.17% 0.17% 1336 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History New 1,441 205 0.01% — 1341 +1,441 New Q3 2026 Oct 08, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 1,442 205 0.01% 0.01% 1340 -107 -6.91% Q3 2026 Oct 13, 2026
Private Wealth Partners, LLC History No change 1,312 205 0.01% 0.01% 1337 0 0.0% Q2 2026 Aug 03, 2026
SFMG, LLC History No change 1,314 205 0.01% 0.01% 1338 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Planning & Advisory Services Inc. History No change 1,311 205 0.09% 0.09% 1339 0 0.0% Q2 2026 Jul 14, 2026
Inlet Private Wealth, LLC History No change 1,304 204 0.05% 0.05% 1342 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 1,305 204 0.04% 0.04% 1343 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 1,303 204 0.04% 0.04% 1344 0 0.0% Q2 2026 Aug 07, 2026
Headland Capital, LLC History No change 1,302 204 0.05% 0.05% 1345 0 0.0% Q2 2026 Jul 29, 2026
CAMBIAR INVESTORS LLC History No change 1,301 203 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 31, 2026
Westover Capital Advisors, LLC History No change 1,300 203 0.03% 0.03% 1347 0 0.0% Q2 2026 Aug 04, 2026
Aviance Capital Partners, LLC History No change 1,297 203 0.02% 0.02% 1348 0 0.0% Q2 2026 Jul 30, 2026
American Trust Investment Advisors, LLC History No change 1,292 202 0.1% 0.1% 1349 0 0.0% Q2 2026 Aug 14, 2026
HOGE FINANCIAL SERVICES, LLC History No change 1,291 202 0.1% 0.1% 1350 0 0.0% Q2 2026 Jul 29, 2026
CDKV HOLDINGS LLC History No change 1,291 202 0.16% 0.16% 1351 0 0.0% Q2 2026 Jul 30, 2026
Spectrum Advisors, Inc. History No change 1,288 201 0.14% 0.14% 1352 0 0.0% Q2 2026 Oct 07, 2026
Atwater Malick LLC History No change 1,278 200 0.04% 0.04% 1353 0 0.0% Q2 2026 Jul 27, 2026
Madison Wealth Partners, Inc History No change 1,281 200 0.03% 0.03% 1354 0 0.0% Q2 2026 Aug 12, 2026
Tanager Wealth Management LLP History No change 1,281 200 0.02% 0.02% 1355 0 0.0% Q2 2026 Jul 23, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,267 198 0.07% 0.07% 1356 0 0.0% Q2 2026 Jul 21, 2026
Concord Wealth Partners History No change 1,264 198 0.02% 0.02% 1357 0 0.0% Q2 2026 Jul 27, 2026
MONETARY MANAGEMENT GROUP INC History No change 1,259 197 0.04% 0.04% 1358 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1,253 196 0.14% 0.14% 1359 0 0.0% Q2 2026 Aug 18, 2026
Hills Bank & Trust Co History No change 1,252 196 0.01% 0.01% 1360 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,181 185 0.02% 0.02% 1361 0 0.0% Q2 2026 Aug 13, 2026
Persistent Asset Partners Ltd History No change 383 185 0.06% 0.06% 1362 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 1,157 181 0.01% 0.01% 1363 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 1,144 179 0.01% 0.01% 1364 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 1,246 177 0.01% 0.02% 1365 -400 -24.3% Q3 2026 Oct 13, 2026
Strategic Wealth Partners, Ltd. History No change 1,133 177 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 1,101 172 0.0% 0.0% 1367 0 0.0% Q2 2026 Jul 22, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,094 171 0.01% 0.01% 1368 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,088 170 0.0% 0.0% 1369 0 0.0% Q2 2026 Aug 07, 2026
Piscataqua Savings Bank History No change 1,079 169 0.11% 0.11% 1370 0 0.0% Q2 2026 Jul 09, 2026
McMillan Office, Inc. History No change 1,068 167 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 1,060 166 0.13% 0.13% 1372 0 0.0% Q2 2026 Jul 15, 2026
WPG Advisers, LLC History No change 1,053 165 0.1% 0.1% 1373 0 0.0% Q2 2026 Aug 05, 2026
Corient IA LP History No change 1,030 161 0.15% 0.15% 1374 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 1,040 160 0.01% 0.01% 1375 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 1,001 156 0.02% 0.02% 1376 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 980 153 0.12% 0.12% 1377 0 0.0% Q2 2026 Aug 28, 2026
Twin Tree Management, LP History No change 974 152 0.0% 0.0% 1378 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 947 146 0.09% 0.09% 1379 0 0.0% Q2 2026 Jul 09, 2026
GK Wealth Management LLC History New 1,021 145 0.08% — 1380 +1,021 New Q3 2026 Oct 09, 2026
Citizens National Bank Trust Department History No change 925 144 0.02% 0.02% 1381 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 903 141 0.02% 0.02% 1382 0 0.0% Q2 2026 Aug 11, 2026
Smithfield Trust Co History No change 892 139 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 884 138 0.01% 0.01% 1384 0 0.0% Q2 2026 Jul 27, 2026
Tacita Capital Inc History No change 885 138 0.07% 0.07% 1385 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 856 134 0.03% 0.03% 1386 0 0.0% Q2 2026 Jul 14, 2026
TOMPKINS FINANCIAL CORP History No change 884 126 0.01% 0.01% 1387 0 0.0% Q3 2026 Oct 05, 2026
Tripletail Wealth Management, LLC History No change 790 126 0.14% 0.14% 1388 0 0.0% Q2 2026 Aug 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 800 125 0.0% 0.0% 1389 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 792 124 0.01% 0.01% 1390 0 0.0% Q2 2026 Aug 06, 2026
Crews Bank & Trust History No change 786 123 0.02% 0.02% 1391 0 0.0% Q2 2026 Jul 16, 2026
KELLEHER FINANCIAL ADVISORS History No change 767 120 0.02% 0.02% 1392 0 0.0% Q2 2026 Aug 06, 2026
ABOUND FINANCIAL, LLC History No change 771 120 0.05% 0.05% 1393 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 752 117 0.02% 0.02% 1394 0 0.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History No change 743 116 0.01% 0.01% 1395 0 0.0% Q2 2026 Aug 10, 2026
CGC Financial Services, LLC History No change 816 116 0.03% 0.03% 1396 0 0.0% Q3 2026 Oct 13, 2026
BFSG, LLC History No change 739 115 0.01% 0.01% 1397 0 0.0% Q2 2026 Jul 20, 2026
Washington Trust Advisors, Inc. History No change 736 115 0.01% 0.01% 1398 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 733 114 0.01% 0.01% 1399 0 0.0% Q2 2026 Jul 22, 2026
High Note Wealth, LLC History No change 721 112 0.02% 0.02% 1400 0 0.0% Q2 2026 Jul 23, 2026
LOM Asset Management Ltd History No change 720 112 0.03% 0.03% 1401 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Reduced 778 111 0.0% 0.0% 1402 -66 -7.82% Q3 2026 Oct 02, 2026
MeadowBrook Investment Advisors LLC History No change 700 109 0.09% 0.09% 1403 0 0.0% Q2 2026 Jul 20, 2026
10Elms LLP History No change 700 109 0.05% 0.05% 1404 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 700 109 0.0% 0.0% 1405 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 692 108 0.04% 0.04% 1406 0 0.0% Q2 2026 Aug 10, 2026
Lodestone Wealth Management LLC History Added to 752 107 0.04% 0.04% 1407 +111 17.32% Q3 2026 Oct 14, 2026
Advisors Preferred, LLC History No change 664 106 0.02% 0.02% 1408 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History No change 662 103 0.03% 0.03% 1409 0 0.0% Q2 2026 Aug 03, 2026
Community Financial Services Group, LLC History No change 663 102 0.01% 0.01% 1410 0 0.0% Q2 2026 Jul 09, 2026
Murphy & Mullick Capital Management Corp History No change 650 101 0.06% 0.06% 1411 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 648 101 0.0% 0.0% 1412 0 0.0% Q2 2026 Aug 14, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 641 100 0.09% 0.09% 1413 0 0.0% Q2 2026 Aug 05, 2026
Provenance Wealth Advisors, LLC History No change 637 99 0.01% 0.01% 1414 0 0.0% Q2 2026 Jul 24, 2026
Bullock Wealth Management Group History No change 673 94 0.04% 0.04% 1415 0 0.0% Q3 2026 Oct 09, 2026
Addison Advisors LLC History No change 597 93 0.04% 0.04% 1416 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History No change 581 91 0.0% 0.0% 1417 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 586 91 0.04% 0.04% 1418 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 576 90 0.01% 0.01% 1419 0 0.0% Q2 2026 Jul 23, 2026
Financial Management Professionals, Inc. History No change 562 88 0.01% 0.01% 1420 0 0.0% Q2 2026 Jul 09, 2026
DUNCKER STREETT & CO INC History No change 552 86 0.01% 0.01% 1421 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Trust, LLC History No change 550 86 0.01% 0.01% 1422 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 599 85 0.03% 0.03% 1423 0 0.0% Q3 2026 Oct 13, 2026
True Wealth Design, LLC History Added to 591 84 0.02% 0.02% 1425 +106 21.86% Q3 2026 Oct 13, 2026
Costello Asset Management, INC History No change 538 84 0.03% 0.03% 1424 0 0.0% Q2 2026 Jul 28, 2026
Richardson Capital Management LLC History No change 535 83 0.04% 0.04% 1426 0 0.0% Q2 2026 Jul 17, 2026
Cape Investment Advisory, Inc. History Reduced 578 82 0.02% 0.03% 1427 -169 -22.62% Q3 2026 Oct 13, 2026
Parvin Asset Management, LLC History No change 525 82 0.06% 0.06% 1428 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 518 81 0.05% 0.05% 1429 0 0.0% Q2 2026 Jul 21, 2026
Purpose Unlimited Inc. History No change 519 81 0.0% 0.0% 1430 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 515 80 0.01% 0.01% 1431 0 0.0% Q2 2026 Jul 23, 2026
Trust Co History Reduced 554 78 0.01% 0.01% 1432 -4 -0.72% Q3 2026 Oct 09, 2026
Orion Capital Management LLC History No change 500 78 0.02% 0.02% 1433 0 0.0% Q2 2026 Aug 17, 2026
Centennial Bank/AR/ History No change 500 78 0.03% 0.03% 1434 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Planning Group LLC History No change 501 76 0.01% 0.01% 1435 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 484 75 0.01% 0.01% 1436 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 474 74 0.04% 0.04% 1437 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 469 73 0.0% 0.0% 1438 0 0.0% Q2 2026 Jul 23, 2026
Hickory Point Bank & Trust History No change 516 73 0.04% 0.05% 1439 0 0.0% Q3 2026 Oct 01, 2026
First PREMIER Bank History No change 500 71 0.01% 0.01% 1440 0 0.0% Q3 2026 Oct 13, 2026
Union Bancaire Privee, UBP SA History No change 600 71 0.0% 0.0% 1441 0 0.0% Q2 2026 Jul 16, 2026
Ares Financial Consulting, LLC History No change 457 71 0.05% 0.05% 1442 0 0.0% Q2 2026 Jul 09, 2026
United Financial Planning Group LLC History No change 450 70 0.04% 0.04% 1443 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 446 69 0.0% 0.0% 1444 0 0.0% Q2 2026 Jul 28, 2026
Harbor Asset Planning, Inc. History No change 441 69 0.05% 0.05% 1445 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Strategies CORP History No change 489 69 0.03% 0.04% 1446 0 0.0% Q3 2026 Oct 14, 2026
Heritage Wealth Advisors History No change 436 68 0.0% 0.0% 1447 0 0.0% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History No change 438 68 0.03% 0.03% 1448 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 14,750 66 0.01% 0.01% 1449 0 0.0% Q2 2026 Jul 21, 2026
ENTRUST FINANCIAL LLC History No change 418 65 0.04% 0.04% 1450 0 0.0% Q2 2026 Jul 20, 2026
VALLEY WEALTH MANAGERS, INC. History No change 453 64 0.0% 0.0% 1451 0 0.0% Q3 2026 Oct 09, 2026
Bogart Wealth, LLC History No change 406 63 0.0% 0.0% 1452 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 400 62 0.02% 0.02% 1453 0 0.0% Q2 2026 Jul 31, 2026
Timbuktu Capital Management, LLC History No change 400 62 0.09% 0.09% 1454 0 0.0% Q2 2026 Aug 13, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History New 5,000 59 0.01% — 1455 +5,000 New Q3 2026 Oct 13, 2026
Vermillion Wealth Management, Inc. History No change 365 57 0.01% 0.01% 1456 0 0.0% Q2 2026 Jul 15, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 370 57 0.04% 0.04% 1457 0 0.0% Q2 2026 Jul 24, 2026
First Bancorp, Inc /ME/ History No change 362 56 0.02% 0.02% 1458 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 359 56 0.02% 0.02% 1459 0 0.0% Q2 2026 Jul 15, 2026
Midway Capital Research & Management History No change 363 56 0.04% 0.04% 1460 0 0.0% Q2 2026 Jul 13, 2026
Quaker Wealth Management, LLC History No change 352 55 0.02% 0.02% 1461 0 0.0% Q2 2026 Jul 24, 2026
COUNTRY TRUST BANK History No change 339 53 0.0% 0.0% 1462 0 0.0% Q2 2026 Jul 15, 2026
Markowski Investments History No change 339 53 0.01% 0.01% 1463 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Wealth Strategies, LLC History No change 338 52 0.03% 0.03% 1464 0 0.0% Q2 2026 Jul 23, 2026
Financial Network Wealth Advisors LLC History No change 334 52 0.05% 0.05% 1465 0 0.0% Q2 2026 Jul 29, 2026
Strategic Wealth Advisors LLC History No change 382 52 0.04% 0.04% 1466 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Independent Advisors History No change 330 51 0.14% 0.14% 1467 0 0.0% Q2 2026 Aug 04, 2026
Cassaday & Co Wealth Management LLC History No change 322 50 0.0% 0.0% 1468 0 0.0% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 318 49 0.0% 0.0% 1469 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 319 49 0.01% 0.01% 1470 0 0.0% Q2 2026 Jul 27, 2026
Solstein Capital, LLC History No change 300 47 0.02% 0.02% 1471 0 0.0% Q2 2026 Aug 12, 2026
Alpine Bank Wealth Management History No change 300 47 0.01% 0.01% 1472 0 0.0% Q2 2026 Aug 07, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 296 46 0.02% 0.02% 1473 0 0.0% Q2 2026 Aug 13, 2026
Legacy Bridge, LLC History No change 292 45 0.01% 0.01% 1474 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 288 45 0.0% 0.0% 1475 0 0.0% Q2 2026 Jul 07, 2026
VSM Wealth Advisory, LLC History No change 292 45 0.01% 0.01% 1476 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 320 45 0.02% 0.02% 1477 0 0.0% Q3 2026 Oct 14, 2026
ALERUS FINANCIAL NA History No change 281 44 0.0% 0.0% 1478 0 0.0% Q2 2026 Aug 13, 2026
ALBION FINANCIAL GROUP /UT History No change 281 44 0.0% 0.0% 1479 0 0.0% Q2 2026 Jul 22, 2026
Lavaca Capital LLC History No change 278 43 0.0% 0.0% 1480 0 0.0% Q2 2026 Aug 14, 2026
Whipplewood Advisors, LLC History No change 278 43 0.03% 0.03% 1481 0 0.0% Q2 2026 Jul 27, 2026
MASECO LLP History No change 275 43 0.0% 0.0% 1482 0 0.0% Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 265 41 0.01% 0.01% 1483 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 259 40 0.01% 0.01% 1484 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 259 40 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 06, 2026
Nalls Sherbakoff Group, LLC History No change 250 39 0.03% 0.03% 1486 0 0.0% Q2 2026 Aug 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 253 39 0.01% 0.01% 1487 0 0.0% Q2 2026 Jul 15, 2026
Raiffeisen Bank International AG History No change 255 38 0.0% 0.0% 1488 0 0.0% Q2 2026 Aug 03, 2026
TSFG, LLC History No change 233 37 0.0% 0.0% 1489 0 0.0% Q2 2026 Jul 23, 2026
Signature Equity Partners, LLC History No change 240 37 0.02% 0.02% 1490 0 0.0% Q2 2026 Jul 30, 2026
Retirement Wealth Solutions LLC History Reduced 255 36 0.02% 0.02% 1493 -1 -0.39% Q3 2026 Oct 07, 2026
N.E.W. Advisory Services LLC History No change 235 36 0.0% 0.0% 1491 0 0.0% Q2 2026 Aug 06, 2026
Bank of New Hampshire History No change 255 36 0.01% 0.01% 1492 0 0.0% Q3 2026 Oct 06, 2026
NBH Bank History No change 231 36 0.02% 0.02% 1494 0 0.0% Q2 2026 Aug 14, 2026
Pflug Koory, LLC History No change 225 35 0.01% 0.01% 1495 0 0.0% Q2 2026 Jul 21, 2026
BAYBAN History No change 229 35 0.03% 0.03% 1496 0 0.0% Q2 2026 Jul 30, 2026
Nexus Investment Management ULC History No change 220 34 0.0% 0.0% 1497 0 0.0% Q2 2026 Jul 20, 2026
WELLINGTON-ALTUS USA INC. History No change 221 33 0.02% 0.02% 1498 0 0.0% Q2 2026 Sep 17, 2026
Crewe Advisors LLC History No change 206 32 0.0% 0.0% 1499 0 0.0% Q2 2026 Jul 23, 2026
Center for Financial Planning, Inc. History No change 210 32 0.0% 0.0% 1500 0 0.0% Q2 2026 Jul 21, 2026
Kilter Group LLC History No change 209 32 0.01% 0.01% 1501 0 0.0% Q2 2026 Aug 11, 2026
CrossGen Wealth, LLC History No change 210 32 0.02% 0.02% 1502 0 0.0% Q2 2026 Jul 24, 2026
Smallwood Wealth Investment Management, LLC History No change 200 31 0.01% 0.01% 1503 0 0.0% Q2 2026 Jul 23, 2026
United Community Bank History No change 200 31 0.01% 0.01% 1504 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 200 31 0.02% 0.02% 1505 0 0.0% Q2 2026 Aug 10, 2026
Burnham & Co LLC History No change 200 31 0.02% 0.02% 1506 0 0.0% Q2 2026 Aug 11, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 193 30 0.01% 0.01% 1507 0 0.0% Q2 2026 Aug 07, 2026
Silicon Valley Capital Partners History No change 192 30 0.0% 0.0% 1508 0 0.0% Q2 2026 Sep 21, 2026
CITY HOLDING CO History No change 190 29 0.0% 0.0% 1509 0 0.0% Q2 2026 Jul 10, 2026
Coston, McIsaac & Partners History No change 186 29 0.01% 0.01% 1510 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 187 29 0.0% 0.0% 1511 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 183 28 0.0% 0.0% 1512 0 0.0% Q2 2026 Aug 07, 2026
FIRST UNITED BANK & TRUST History No change 175 27 0.01% 0.01% 1513 0 0.0% Q2 2026 Jul 20, 2026
Asset Dedication, LLC History No change 177 27 0.0% 0.0% 1514 0 0.0% Q2 2026 Jul 30, 2026
Towne Trust Company, N.A History No change 166 26 0.01% 0.01% 1515 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 166 26 0.01% 0.01% 1516 0 0.0% Q2 2026 Aug 03, 2026
CBIZ Investment Advisory Services, LLC History No change 167 25 0.0% 0.0% 1517 0 0.0% Q2 2026 Aug 13, 2026
Quintet Private Bank (Europe) S.A. History No change 181 25 0.0% 0.0% 1518 0 0.0% Q3 2026 Oct 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 163 25 0.01% 0.01% 1519 0 0.0% Q2 2026 Jul 21, 2026
JPL Wealth Management, LLC History No change 162 25 0.0% 0.0% 1520 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 162 25 0.01% 0.01% 1521 0 0.0% Q2 2026 Jul 21, 2026
Atlatl Advisers LLC History No change 164 25 0.01% 0.01% 1522 0 0.0% Q2 2026 Jul 22, 2026
Copia Wealth Management History No change 160 25 0.02% 0.02% 1523 0 0.0% Q2 2026 Aug 17, 2026
Highland Investment Advisors LLC History No change 161 25 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 156 24 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 29, 2026
Principia Wealth Advisory, LLC History No change 154 24 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 26, 2026
ADIRONDACK TRUST CO History Reduced 165 23 0.01% 0.01% 1527 -8 -4.62% Q3 2026 Oct 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 149 23 0.0% 0.0% 1528 0 0.0% Q2 2026 Jul 30, 2026
Imprint Wealth LLC History No change 150 23 0.09% 0.09% 1529 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 160 22 0.01% 0.01% 1532 +40 33.33% Q3 2026 Oct 07, 2026
Canton Hathaway, LLC History No change 142 22 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 05, 2026
Bullseye Investment Management, LLC History No change 146 22 0.01% 0.01% 1531 0 0.0% Q2 2026 Sep 11, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 138 21 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 22, 2026
Pacific Center for Financial Services History No change 123 19 0.0% 0.0% 1534 0 0.0% Q2 2026 Aug 05, 2026
Princeton Global Asset Management LLC History No change 123 19 0.0% 0.0% 1535 0 0.0% Q2 2026 Jul 16, 2026
High Point Wealth Management, LLC History No change 123 19 0.02% 0.02% 1536 0 0.0% Q2 2026 Jul 20, 2026
Darwin Wealth Management, LLC History No change 114 18 0.0% 0.0% 1537 0 0.0% Q2 2026 Jul 21, 2026
Mosley Wealth Management History No change 119 18 0.01% 0.01% 1538 0 0.0% Q2 2026 Jul 23, 2026
Cedar Mountain Advisors, LLC History No change 105 16 0.0% 0.0% 1539 0 0.0% Q2 2026 Jul 02, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 116 16 0.0% 0.0% 1540 0 0.0% Q3 2026 Oct 09, 2026
Asset Planning,Inc History No change 107 16 0.01% 0.01% 1541 0 0.0% Q2 2026 Jul 27, 2026
WEBSTER BANK, N. A. History No change 100 15 0.0% 0.0% 1542 0 0.0% Q2 2026 Jul 20, 2026
Westend Capital Management, LLC History No change 100 15 0.0% 0.0% 1543 0 0.0% Q2 2026 Aug 07, 2026
West Branch Capital LLC History No change 100 15 0.0% 0.0% 1544 0 0.0% Q2 2026 Jul 10, 2026
Strengthening Families & Communities, LLC History No change 100 15 0.0% 0.0% 1545 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 102 15 0.0% 0.0% 1546 0 0.0% Q2 2026 Jul 10, 2026
Midwest Capital Advisors, LLC History No change 100 15 0.01% 0.01% 1547 0 0.0% Q2 2026 Jul 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 102 15 0.01% 0.01% 1548 0 0.0% Q2 2026 Jul 20, 2026
Hamrick Investment Counsel, llc History No change 100 15 0.01% 0.01% 1549 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 100 15 0.01% 0.01% 1550 0 0.0% Q2 2026 Jul 08, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 103 14 0.01% 0.02% 1557 -45 -30.41% Q3 2026 Oct 07, 2026
WEST PACES ADVISORS INC. History Reduced 100 14 0.0% 0.0% 1555 -20 -16.67% Q3 2026 Oct 13, 2026
Horrell Capital Management, Inc. History No change 100 14 0.01% 0.01% 1551 0 0.0% Q3 2026 Oct 08, 2026
Plante Moran Financial Advisors, LLC History No change 94 14 0.0% 0.0% 1552 0 0.0% Q2 2026 Aug 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 90 14 0.0% 0.0% 1553 0 0.0% Q2 2026 Aug 14, 2026
New England Capital Financial Advisors LLC History No change 91 14 0.0% 0.0% 1554 0 0.0% Q2 2026 Jul 27, 2026
Access Investment Management LLC History No change 93 14 0.0% 0.0% 1556 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMUNITY TRUST NA History No change 98 13 0.0% 0.01% 1558 0 0.0% Q3 2026 Oct 07, 2026
Glass Jacobson Investment Advisors llc History No change 83 13 0.0% 0.0% 1559 0 0.0% Q2 2026 Jul 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 87 13 0.01% 0.01% 1560 0 0.0% Q2 2026 Aug 07, 2026
Nova Wealth Management, Inc. History No change 88 13 0.01% 0.01% 1561 0 0.0% Q2 2026 Jul 13, 2026
TORONTO DOMINION BANK History No change 75 12 0.0% 0.0% 1562 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 82 12 0.01% 0.01% 1563 0 0.0% Q2 2026 Jul 17, 2026
Beaird Harris Wealth Management, LLC History No change 78 12 0.0% 0.0% 1564 0 0.0% Q2 2026 Jul 08, 2026
Strategic Investment Solutions, Inc. /IL History No change 80 12 0.0% 0.0% 1565 0 0.0% Q2 2026 Jul 08, 2026
Nemes Rush Group LLC History No change 80 12 0.0% 0.0% 1566 0 0.0% Q2 2026 Aug 14, 2026
Aventus Investment Advisors, Inc. History No change 90 12 0.01% 0.01% 1567 0 0.0% Q3 2026 Oct 09, 2026
Ninety One UK Ltd History No change 76 11 0.0% 0.0% 1568 0 0.0% Q2 2026 Jul 16, 2026
HOEY INVESTMENTS, INC History No change 76 11 0.0% 0.0% 1569 0 0.0% Q2 2026 Jul 27, 2026
Advantage Trust Co History No change 75 11 0.0% 0.0% 1570 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 71 11 0.01% 0.01% 1571 0 0.0% Q2 2026 Aug 17, 2026
American Capital Advisory, LLC History No change 75 11 0.0% 0.0% 1572 0 0.0% Q2 2026 Jul 28, 2026
Prudent Man Investment Management, Inc. History No change 84 11 0.0% 0.0% 1573 0 0.0% Q2 2026 Jul 28, 2026
Dogwood Wealth Management LLC History No change 72 11 0.0% 0.0% 1574 0 0.0% Q2 2026 Jul 06, 2026
Napier Financial, LLC History No change 74 11 0.0% 0.0% 1575 0 0.0% Q2 2026 Jul 31, 2026
Planning Strategies Inc. History New 73 10 0.01% — 1581 +73 New Q3 2026 Oct 02, 2026
Mascoma Wealth Management LLC History No change 67 10 0.0% 0.0% 1576 0 0.0% Q2 2026 Jul 24, 2026
Rakuten Securities, Inc. History No change 65 10 0.0% 0.0% 1577 0 0.0% Q2 2026 Aug 11, 2026
Burk Holdings LLC History No change 64 10 0.0% 0.0% 1578 0 0.0% Q2 2026 Aug 12, 2026
Boreal Capital Management LLC History No change 65 10 0.01% 0.01% 1579 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 66 10 0.0% 0.0% 1580 0 0.0% Q2 2026 Jul 14, 2026
Gleason Group, Inc. History No change 62 9 0.0% 0.0% 1582 0 0.0% Q2 2026 Jul 13, 2026
Acumen Wealth Advisors, LLC History No change 63 9 0.0% 0.0% 1583 0 0.0% Q2 2026 Aug 03, 2026
Creative Capital Management Investments LLC History No change 59 9 0.0% 0.0% 1584 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 60 9 0.0% 0.0% 1585 0 0.0% Q2 2026 Jul 30, 2026
Jackson, Grant Investment Advisers, Inc. History No change 56 8 0.0% 0.0% 1586 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Family Office, LLC History No change 53 8 0.0% 0.0% 1587 0 0.0% Q2 2026 Jul 20, 2026
Strive Financial Group ,LLC History No change 55 8 0.0% 0.0% 1588 0 0.0% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 51 7 0.0% — 1596 +51 New Q3 2026 Oct 09, 2026
Indiana Trust & Investment Management Co History No change 50 7 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 22, 2026
Blume Capital Management, Inc. History No change 50 7 0.0% 0.0% 1590 0 0.0% Q2 2026 Jul 27, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 49 7 0.0% 0.0% 1591 0 0.0% Q2 2026 Jul 20, 2026
Bradley & Co. Private Wealth Management, LLC History No change 45 7 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 10, 2026
Signature Resources Capital Management, LLC History No change 45 7 0.0% 0.0% 1593 0 0.0% Q2 2026 Jul 13, 2026
JDM Financial Group LLC History No change 51 7 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 17, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 51 7 0.0% 0.0% 1595 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 40 6 0.0% 0.0% 1597 0 0.0% Q2 2026 Jul 28, 2026
Horizon Investments, LLC History No change 39 6 0.0% 0.0% 1598 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 39 6 0.0% 0.0% 1599 0 0.0% Q2 2026 Jul 17, 2026
Quent Capital, LLC History No change 44 6 0.0% 0.0% 1600 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 40 6 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 44 6 0.01% 0.01% 1602 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 39 6 0.0% 0.0% 1603 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 41 6 0.0% 0.0% 1604 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 33 5 0.0% 0.0% 1605 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 33 5 0.0% 0.0% 1606 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 36 5 0.0% 0.0% 1607 0 0.0% Q2 2026 Jul 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 30 4 0.0% 0.0% 1608 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 31 4 0.0% 0.0% 1609 0 0.0% Q3 2026 Oct 14, 2026
NFSG Corp History No change 27 4 0.0% 0.0% 1610 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 30 4 0.0% 0.0% 1611 0 0.0% Q2 2026 Aug 07, 2026
Paladin Partners, LLC History No change 31 4 0.0% 0.0% 1612 0 0.0% Q3 2026 Oct 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 20 3 0.0% 0.0% 1613 0 0.0% Q2 2026 Aug 13, 2026
VIRTUS ADVISERS, LLC History No change 25 3 0.0% 0.0% 1614 0 0.0% Q2 2026 Aug 11, 2026
NVWM, LLC History No change 20 3 0.0% 0.0% 1615 0 0.0% Q2 2026 Jul 28, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 22 3 0.0% 0.0% 1616 0 0.0% Q3 2026 Oct 14, 2026
Kozak & Associates, Inc. History No change 21 3 0.0% 0.0% 1617 0 0.0% Q2 2026 Jul 02, 2026
DecisionPoint Financial, LLC History No change 25 3 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 05, 2026
Navigoe, LLC History No change 23 3 0.0% 0.0% 1619 0 0.0% Q2 2026 Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP History New 17 2 0.0% — 1633 +17 New Q3 2026 Oct 08, 2026
Hartford Financial Management Inc. History No change 19 2 0.0% 0.0% 1620 0 0.0% Q2 2026 Jul 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 15 2 0.0% 0.0% 1621 0 0.0% Q2 2026 Jul 21, 2026
Security National Bank History No change 15 2 0.0% 0.0% 1622 0 0.0% Q2 2026 Jul 15, 2026
Luminist Capital LLC History No change 13 2 0.0% 0.0% 1623 0 0.0% Q2 2026 Aug 07, 2026
Corsicana & Co. History No change 16 2 0.0% 0.0% 1624 0 0.0% Q2 2026 Jul 24, 2026
Lummis Asset Management, LP History No change 16 2 0.0% 0.0% 1625 0 0.0% Q2 2026 Aug 03, 2026
Breakwater Investment Management History No change 14 2 0.0% 0.0% 1626 0 0.0% Q2 2026 Aug 06, 2026
Granite FO LLC History No change 14 2 0.0% 0.0% 1627 0 0.0% Q2 2026 Jul 15, 2026
Park Square Financial Group, LLC History No change 17 2 0.02% 0.02% 1628 0 0.0% Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History No change 14 2 0.0% 0.0% 1629 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 15 2 0.0% 0.0% 1630 0 0.0% Q2 2026 Jul 28, 2026
Monetary Solutions, Ltd History No change 16 2 0.0% 0.0% 1631 0 0.0% Q2 2026 Jul 23, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 17 2 0.0% 0.0% 1632 0 0.0% Q3 2026 Oct 13, 2026
Winch Advisory Services, LLC History No change 12 1 0.0% 0.0% 1634 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 9 1 0.0% 0.0% 1635 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 10 1 0.0% 0.0% 1636 0 0.0% Q2 2026 Aug 13, 2026
Gold Investment Management Ltd. History No change 10 1 0.0% 0.0% 1637 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Management Group, LLC History No change 10 1 0.0% 0.0% 1638 0 0.0% Q2 2026 Jul 27, 2026
Key Capital Management, INC History No change 12 1 0.0% 0.0% 1639 0 0.0% Q2 2026 Jul 27, 2026
Downshift Financial, LLC History No change 12 1 0.0% 0.0% 1640 0 0.0% Q3 2026 Oct 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Closed out 0 0 — 0.01% — -6,564 -100.0% Q3 2026 Oct 13, 2026
Stegent Equity Advisors, Inc. History Closed out 0 0 — 0.29% — -2,599 -100.0% Q3 2026 Oct 09, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.01% — -1,648 -100.0% Q3 2026 Oct 13, 2026
Fragasso Financial Advisors Inc History Closed out 0 0 — 0.01% — -1,556 -100.0% Q3 2026 Oct 13, 2026
Everhart Financial Group, Inc. History Closed out 0 0 — 0.01% — -1,326 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.01% — -381 -100.0% Q3 2026 Oct 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 6 0 — 0.01% — -174 -96.67% Q3 2026 Oct 14, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 13, 2026
Noble Wealth Management PBC History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 01, 2026
Tower Research Capital LLC (TRC) History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Trifecta Capital Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026