iSHARES TRUST - QUAL

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
FMR LLC History No change 19,505,608 4,280,115 0.19% 0.19% 1 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 13,335,529 2,926,215 0.66% 0.66% 2 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 8,485,338 1,861,937 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 7,762,968 1,703,428 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 7,560,676 1,658,976 0.39% 0.39% 5 0 0.0% Q2 2026 Sep 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,712,458 1,253,484 0.62% 0.62% 6 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 4,901,506 1,020,685 0.21% 0.21% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,856,366 846,202 0.14% 0.14% 8 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 3,854,424 845,775 1.02% 1.02% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,552,196 779,458 0.1% 0.1% 10 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 3,358,210 736,892 13.98% 13.98% 11 0 0.0% Q2 2026 Jul 13, 2026
Facet Wealth, Inc. History No change 3,300,180 724,158 10.38% 10.38% 12 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 3,065,701 672,706 1.97% 1.97% 13 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 2,709,961 594,646 6.23% 6.23% 14 0 0.0% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History No change 2,399,340 521,352 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,289,743 502,438 1.65% 1.65% 16 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 1,889,810 414,681 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 1,831,381 401,859 3.47% 3.47% 18 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,794,452 393,756 5.75% 5.75% 19 0 0.0% Q2 2026 Jul 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,702,675 373,617 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,613,234 353,991 0.19% 0.19% 21 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,595,432 350,086 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,477,108 324,121 0.33% 0.33% 23 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,442,737 316,579 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,348,338 295,865 0.29% 0.29% 25 0 0.0% Q2 2026 Aug 05, 2026
Wharton Business Group, LLC History No change 1,167,255 256,131 8.56% 8.56% 26 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,158,867 254,290 0.31% 0.31% 27 0 0.0% Q2 2026 Aug 19, 2026
Jupiter Topco LLC History No change 1,057,016 231,944 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 1,046,876 229,715 4.42% 4.42% 29 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,008,946 221,393 0.28% 0.28% 30 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 998,944 219,198 0.45% 0.45% 31 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 978,389 214,687 0.2% 0.2% 32 0 0.0% Q2 2026 Aug 12, 2026
Connecticut Wealth Management, LLC History No change 975,098 213,965 7.91% 7.91% 33 0 0.0% Q2 2026 Jul 29, 2026
Foster Group, Inc. History No change 765,906 168,062 4.47% 4.47% 34 0 0.0% Q2 2026 Jul 07, 2026
Integrated Wealth Concepts LLC History No change 715,455 156,992 1.03% 1.03% 35 0 0.0% Q2 2026 Sep 08, 2026
OSAIC HOLDINGS, INC. History No change 674,508 148,179 0.17% 0.17% 36 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 653,307 143,520 0.59% 0.59% 37 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 627,286 137,645 0.64% 0.64% 38 0 0.0% Q2 2026 Aug 18, 2026
D.A. DAVIDSON & CO. History No change 615,670 135,096 0.75% 0.75% 39 0 0.0% Q2 2026 Jul 24, 2026
Unison Advisors LLC History No change 612,288 134,354 9.37% 9.37% 40 0 0.0% Q2 2026 Jul 22, 2026
Kestra Investment Management, LLC History No change 593,900 130,319 2.52% 2.52% 41 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 575,644 126,313 7.77% 7.77% 42 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 563,366 123,619 1.55% 1.55% 43 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 552,891 121,320 1.15% 1.15% 44 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 546,042 119,818 0.13% 0.13% 45 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 539,969 118,485 0.87% 0.87% 46 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 530,640 116,495 0.34% 0.34% 47 0 0.0% Q2 2026 Aug 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 513,557 112,689 11.25% 11.25% 48 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 510,432 112,004 0.67% 0.67% 49 0 0.0% Q2 2026 Aug 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 479,253 102,397 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 449,019 98,530 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 437,142 95,922 0.93% 0.93% 52 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 434,127 95,260 1.04% 1.04% 53 0 0.0% Q2 2026 Aug 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 419,649 92,083 0.41% 0.41% 54 0 0.0% Q2 2026 Jul 30, 2026
Valence8 US LP History No change 412,060 90,418 30.09% 30.09% 55 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 465,970 89,377 3.63% 3.63% 56 0 0.0% Q2 2026 Jul 09, 2026
Baker Avenue Asset Management, LP History No change 407,272 89,367 1.69% 1.69% 57 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 401,182 88,031 0.28% 0.28% 58 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 398,832 87,515 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 376,567 82,771 0.46% 0.46% 60 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 370,959 81,399 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 358,448 78,654 0.18% 0.18% 62 0 0.0% Q2 2026 Jul 27, 2026
Obermeyer Wealth Partners History No change 356,383 78,201 3.2% 3.2% 63 0 0.0% Q2 2026 Jul 29, 2026
Bank of New York Mellon Corp History No change 350,939 77,006 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 340,792 74,780 0.27% 0.27% 65 0 0.0% Q2 2026 Aug 14, 2026
SACHEM HILL LLC History No change 339,832 74,569 13.26% 13.26% 66 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 332,275 72,911 0.87% 0.87% 67 0 0.0% Q2 2026 Aug 13, 2026
True Link Financial Advisors, LLC History No change 323,641 71,016 4.11% 4.11% 68 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 319,300 70,064 0.1% 0.1% 69 0 0.0% Q2 2026 Aug 27, 2026
Janney Montgomery Scott LLC History No change 314,815 69,080 0.13% 0.13% 70 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 311,991 68,460 0.75% 0.75% 71 0 0.0% Q2 2026 Aug 13, 2026
LANDAAS & CO /WI /ADV History No change 310,816 68,202 12.41% 12.41% 72 0 0.0% Q2 2026 Jul 21, 2026
Qube Research & Technologies Ltd History No change 304,073 66,722 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 289,324 63,486 0.74% 0.74% 74 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 288,906 63,394 3.77% 3.77% 75 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 284,788 62,490 0.29% 0.29% 76 0 0.0% Q2 2026 Aug 13, 2026
Baron Wealth Management LLC History No change 281,840 61,844 16.04% 16.04% 77 0 0.0% Q2 2026 Jul 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 279,970 61,433 0.21% 0.21% 78 0 0.0% Q2 2026 Aug 10, 2026
Strategies Wealth Advisors, LLC History No change 277,042 60,791 5.44% 5.44% 79 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 275,086 60,362 1.35% 1.35% 80 0 0.0% Q2 2026 Jul 28, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 253,901 55,713 0.73% 0.73% 81 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History No change 248,757 54,584 0.16% 0.16% 82 0 0.0% Q2 2026 Aug 12, 2026
Millburn Ridgefield LLC /DE/ History No change 248,182 54,458 1.03% 1.03% 83 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 248,182 54,458 0.9% 0.9% 84 0 0.0% Q2 2026 Jul 24, 2026
Kathmere Capital Management, LLC History No change 246,258 54,036 2.86% 2.86% 85 0 0.0% Q2 2026 Jul 29, 2026
Aspen Wealth Management LLC History No change 244,746 53,704 9.12% 9.12% 86 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 243,745 53,548 0.09% 0.09% 87 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 238,441 52,321 0.64% 0.64% 88 0 0.0% Q2 2026 Jul 22, 2026
Private Advisor Group, LLC History No change 238,302 52,290 0.24% 0.24% 89 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 235,175 51,604 0.26% 0.26% 90 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 232,612 51,042 0.43% 0.43% 91 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 231,044 50,697 0.07% 0.07% 92 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 221,923 48,697 0.3% 0.3% 93 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History No change 220,478 48,379 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 13, 2026
Wealth Group Ltd History No change 215,910 47,377 9.07% 9.07% 95 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 211,447 46,397 1.66% 1.66% 96 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 210,317 46,149 0.85% 0.85% 97 0 0.0% Q2 2026 Aug 06, 2026
SlateStone Wealth, LLC History No change 206,345 45,278 3.47% 3.47% 98 0 0.0% Q2 2026 Jul 20, 2026
Vestmark Advisory Solutions, Inc. History No change 204,628 44,901 0.42% 0.42% 99 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 203,900 44,741 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 202,427 44,418 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 201,242 44,158 0.82% 0.82% 102 0 0.0% Q2 2026 Aug 12, 2026
TD Capital Management LLC History No change 192,166 42,166 3.45% 3.45% 103 0 0.0% Q2 2026 Aug 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 191,546 42,030 0.43% 0.43% 104 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 191,322 41,981 0.53% 0.53% 105 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 190,279 41,752 2.33% 2.33% 106 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 185,105 40,617 0.38% 0.38% 107 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 181,216 39,764 0.18% 0.18% 108 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 177,723 38,997 1.27% 1.27% 109 0 0.0% Q2 2026 Jul 17, 2026
CFO4Life Group, LLC History No change 175,888 38,595 5.2% 5.2% 110 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 173,173 37,999 0.23% 0.23% 111 0 0.0% Q2 2026 Jul 20, 2026
MA Private Wealth History No change 173,019 37,965 5.65% 5.65% 112 0 0.0% Q2 2026 Jul 28, 2026
Symmetry Partners, LLC History No change 172,738 37,904 1.93% 1.93% 113 0 0.0% Q2 2026 Jul 23, 2026
Armbruster Capital Management, Inc. History No change 171,926 37,725 5.62% 5.62% 114 0 0.0% Q2 2026 Jul 16, 2026
US BANCORP \DE\ History No change 170,136 37,332 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 12, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 168,868 37,054 4.36% 4.36% 116 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 166,526 36,540 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 165,290 36,269 3.66% 3.66% 118 0 0.0% Q2 2026 Jul 16, 2026
ALLIANCEBERNSTEIN L.P. History No change 182,400 34,986 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Lineweaver Wealth Advisors, LLC History No change 157,256 34,506 4.08% 4.08% 120 0 0.0% Q2 2026 Jul 09, 2026
ARS Wealth Advisors Group, LLC History No change 156,054 34,242 2.68% 2.68% 121 0 0.0% Q2 2026 Jul 16, 2026
Annandale Capital, LLC History No change 155,660 34,156 4.66% 4.66% 122 0 0.0% Q2 2026 Aug 13, 2026
Boulder Wealth Advisors, LLC History No change 154,582 33,919 12.37% 12.37% 123 0 0.0% Q2 2026 Aug 07, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 153,029 33,579 0.48% 0.48% 124 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 151,970 33,347 1.29% 1.29% 125 0 0.0% Q2 2026 Aug 17, 2026
Aptus Capital Advisors, LLC History No change 150,801 33,090 0.23% 0.23% 126 0 0.0% Q2 2026 Aug 12, 2026
Family Manage LLC History No change 149,085 32,713 3.36% 3.36% 127 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 147,265 32,314 0.24% 0.24% 128 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 146,502 32,146 0.49% 0.49% 129 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 144,536 31,715 0.22% 0.22% 130 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 141,795 31,114 0.31% 0.31% 131 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 139,887 30,693 0.24% 0.24% 132 0 0.0% Q2 2026 Jul 17, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 139,525 30,604 18.44% 18.44% 133 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 138,778 30,452 0.08% 0.08% 134 0 0.0% Q2 2026 Aug 07, 2026
Heck Capital Advisors, LLC History No change 138,429 30,375 1.81% 1.81% 135 0 0.0% Q2 2026 Jul 10, 2026
BOK Financial Private Wealth, Inc. History No change 137,745 30,225 1.55% 1.55% 136 0 0.0% Q2 2026 Aug 07, 2026
Centerpoint Advisors, LLC History No change 134,229 29,454 8.36% 8.36% 137 0 0.0% Q2 2026 Aug 05, 2026
RVW Wealth, LLC History Reduced 131,123 29,140 1.87% 1.91% 138 -780 -0.59% Q3 2026 Oct 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 130,969 28,738 1.25% 1.25% 139 0 0.0% Q2 2026 Aug 03, 2026
GW HENSSLER & ASSOCIATES LTD History No change 130,902 28,723 1.28% 1.28% 140 0 0.0% Q2 2026 Jul 28, 2026
CHOREO, LLC History No change 130,086 28,539 0.31% 0.31% 141 0 0.0% Q2 2026 Aug 04, 2026
Aventus Investment Advisors, Inc. History No change 128,034 28,094 20.58% 20.58% 142 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 125,485 27,530 0.05% 0.05% 143 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 124,359 27,288 0.13% 0.13% 144 0 0.0% Q2 2026 Sep 23, 2026
FIFTH THIRD BANCORP History No change 124,053 27,221 0.04% 0.04% 145 0 0.0% Q2 2026 Aug 05, 2026
Client First Capital LLC History No change 123,309 27,057 10.77% 10.77% 146 0 0.0% Q2 2026 Jul 10, 2026
Waverly Advisors, LLC History No change 122,910 26,970 0.16% 0.16% 147 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 139,989 26,854 3.35% 3.35% 148 0 0.0% Q2 2026 Aug 05, 2026
Tanglewood Wealth Management, Inc. History No change 120,139 26,362 2.24% 2.24% 149 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Partners, LLC History No change 118,591 26,022 3.71% 3.71% 150 0 0.0% Q2 2026 Aug 03, 2026
IHT Wealth Management, LLC History No change 118,519 26,006 0.55% 0.55% 151 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 118,205 25,938 0.04% 0.04% 152 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 117,276 25,733 2.47% 2.47% 153 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Partners, LLC History No change 115,000 25,234 3.05% 3.05% 154 0 0.0% Q2 2026 Aug 12, 2026
Financial Partners Group, Inc History No change 112,092 24,596 2.5% 2.5% 155 0 0.0% Q2 2026 Jul 23, 2026
MCMORGAN & CO LLC History No change 111,785 24,529 3.69% 3.69% 156 0 0.0% Q2 2026 Aug 13, 2026
360 Financial, Inc. History No change 111,598 24,487 6.22% 6.22% 157 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 110,372 24,218 0.16% 0.16% 158 0 0.0% Q2 2026 Aug 17, 2026
CITADEL ADVISORS LLC History No change 110,267 24,195 0.0% 0.0% 159 0 0.0% Q2 2026 Sep 02, 2026
REGATTA CAPITAL GROUP, LLC History No change 110,194 24,179 3.25% 3.25% 160 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 110,053 24,149 0.16% 0.16% 161 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 109,800 24,093 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 109,152 23,951 0.48% 0.48% 163 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 109,096 23,938 0.24% 0.24% 164 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 108,440 23,795 0.26% 0.26% 165 0 0.0% Q2 2026 Jul 28, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 106,768 23,428 2.98% 2.98% 166 0 0.0% Q2 2026 Aug 25, 2026
Cardinal Strategic Wealth Guidance History No change 106,281 23,321 5.29% 5.29% 167 0 0.0% Q2 2026 Jul 30, 2026
Strategic Point Investment Advisors, LLC History No change 105,850 23,226 3.03% 3.03% 168 0 0.0% Q2 2026 Jul 08, 2026
Focus Partners Advisor Solutions, LLC History No change 103,930 22,805 0.19% 0.19% 169 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 102,338 22,456 0.25% 0.25% 170 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 101,261 22,219 0.11% 0.11% 171 0 0.0% Q2 2026 Jul 17, 2026
Legacy Edge Advisors, LLC History No change 100,803 22,119 2.03% 2.03% 172 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 100,532 22,059 0.27% 0.27% 173 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 99,340 21,798 0.09% 0.09% 174 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 98,933 21,708 1.08% 1.08% 175 0 0.0% Q2 2026 Jul 23, 2026
AGF MANAGEMENT LTD History No change 98,490 21,611 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 10, 2026
Weaver Consulting Group History No change 96,291 21,129 4.33% 4.33% 177 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 95,782 21,017 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
TRB Wealth Management, LLC History No change 95,651 20,988 2.79% 2.79% 179 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 93,668 20,553 0.37% 0.37% 180 0 0.0% Q2 2026 Jul 31, 2026
UMB Bank, n.a. History No change 93,041 20,415 0.26% 0.26% 181 0 0.0% Q2 2026 Aug 13, 2026
Van Hulzen Asset Management, LLC History No change 92,649 20,329 1.45% 1.45% 182 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 92,491 20,295 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 91,967 20,180 0.1% 0.1% 184 0 0.0% Q2 2026 Jul 17, 2026
Ashton Thomas Private Wealth, LLC History No change 91,877 20,160 0.42% 0.42% 185 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 91,638 20,108 0.23% 0.23% 186 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 91,621 20,104 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Elevated Financial Group LLC History No change 90,588 19,877 5.45% 5.45% 188 0 0.0% Q2 2026 Jul 22, 2026
CABOT WEALTH MANAGEMENT INC History No change 90,297 19,813 2.02% 2.02% 189 0 0.0% Q2 2026 Jul 31, 2026
Center for Financial Planning, Inc. History No change 89,819 19,708 1.84% 1.84% 190 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 87,335 19,163 0.61% 0.61% 191 0 0.0% Q2 2026 Jul 27, 2026
Advus Financial Partners, LLC History No change 84,615 18,567 5.29% 5.29% 192 0 0.0% Q2 2026 Oct 02, 2026
SHUFRO ROSE & CO LLC History No change 84,337 18,506 1.06% 1.06% 193 0 0.0% Q2 2026 Aug 12, 2026
AdvisorShares Investments LLC History No change 82,792 18,167 2.19% 2.19% 194 0 0.0% Q2 2026 Aug 11, 2026
Trinity Wealth Management, LLC History No change 82,694 18,145 5.76% 5.76% 195 0 0.0% Q2 2026 Jul 07, 2026
Well Done, LLC History No change 81,845 17,959 2.42% 2.42% 196 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 81,119 17,800 0.1% 0.1% 197 0 0.0% Q2 2026 Aug 11, 2026
MB Generational Wealth, LLC History No change 80,754 17,719 8.69% 8.69% 198 0 0.0% Q2 2026 Jul 31, 2026
Lutz Financial Services LLC History No change 80,645 17,695 1.08% 1.08% 199 0 0.0% Q2 2026 Aug 05, 2026
J. Mark Nickell & Co. History No change 80,184 17,594 14.03% 14.03% 200 0 0.0% Q2 2026 Aug 11, 2026
Fragasso Financial Advisors Inc History No change 79,805 17,511 0.93% 0.93% 201 0 0.0% Q2 2026 Jul 09, 2026
Journey Advisory Group, LLC History No change 79,363 17,414 1.33% 1.33% 202 0 0.0% Q2 2026 Aug 04, 2026
Prosperity Consulting Group, LLC History No change 78,907 17,314 0.65% 0.65% 203 0 0.0% Q2 2026 Aug 13, 2026
Sharkey, Howes & Javer History No change 77,801 17,071 2.06% 2.06% 204 0 0.0% Q2 2026 Jul 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 76,840 16,861 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Wealth Quarterback LLC History No change 75,806 16,634 5.14% 5.14% 206 0 0.0% Q2 2026 Jul 27, 2026
BANK OF MONTREAL /CAN/ History No change 74,464 16,339 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History No change 74,877 16,303 0.23% 0.23% 208 0 0.0% Q2 2026 Jul 08, 2026
Kraft, Davis & Associates, LLC History No change 74,726 16,218 3.39% 3.39% 209 0 0.0% Q2 2026 Jul 09, 2026
AE Wealth Management LLC History No change 73,287 16,081 0.07% 0.07% 210 0 0.0% Q2 2026 Aug 03, 2026
Wood Tarver Financial Group, LLC History No change 72,612 15,933 3.76% 3.76% 211 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 72,583 15,926 2.34% 2.34% 212 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 72,577 15,925 0.24% 0.24% 213 0 0.0% Q2 2026 Aug 03, 2026
MOTIVE WEALTH ADVISORS History No change 72,291 15,862 6.52% 6.52% 214 0 0.0% Q2 2026 Jul 20, 2026
Caprock Group, LLC History No change 70,699 15,513 0.3% 0.3% 215 0 0.0% Q2 2026 Jul 27, 2026
ELEMENT POINTE ADVISORS, LLC History No change 70,691 15,511 2.5% 2.5% 216 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 70,180 15,399 0.07% 0.07% 217 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 69,991 15,358 0.54% 0.54% 218 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 67,527 14,817 0.13% 0.13% 219 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 67,153 14,735 0.11% 0.11% 220 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 64,896 14,240 0.11% 0.11% 221 0 0.0% Q2 2026 Aug 14, 2026
Garrett Wealth Advisory Group, LLC History No change 64,522 14,157 2.18% 2.18% 222 0 0.0% Q2 2026 Aug 04, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 63,933 14,028 3.98% 3.98% 223 0 0.0% Q2 2026 Jul 24, 2026
Keebeck Wealth Management History No change 63,818 14,003 1.37% 1.37% 224 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 61,337 13,459 1.16% 1.16% 225 0 0.0% Q2 2026 Jul 09, 2026
FIRST AMERICAN TRUST, FSB History No change 60,948 13,373 0.81% 0.81% 226 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 60,802 13,341 0.13% 0.13% 227 0 0.0% Q2 2026 Jul 15, 2026
ARQ WEALTH ADVISORS, LLC History No change 60,788 13,211 1.64% 1.64% 228 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 60,104 13,188 0.21% 0.21% 229 0 0.0% Q2 2026 Aug 07, 2026
GSG Advisors LLC History No change 59,985 13,162 2.9% 2.9% 230 0 0.0% Q2 2026 Aug 13, 2026
StrongBox Wealth, LLC History No change 58,556 12,848 3.66% 3.66% 231 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 57,843 12,692 0.78% 0.78% 232 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 57,830 12,490 0.93% 0.93% 233 0 0.0% Q2 2026 Jul 29, 2026
Asset Advisors Investment Management, LLC History No change 56,836 12,471 1.14% 1.14% 234 0 0.0% Q2 2026 Jul 22, 2026
Hughes Financial Services, LLC History No change 56,740 12,450 1.65% 1.65% 235 0 0.0% Q2 2026 Jul 20, 2026
ERn Financial, LLC History No change 56,629 12,426 2.06% 2.06% 236 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 56,568 12,412 0.14% 0.14% 237 0 0.0% Q2 2026 Aug 12, 2026
Tennessee Valley Asset Management Partners History No change 56,546 12,407 1.37% 1.37% 238 0 0.0% Q2 2026 Aug 10, 2026
Intelligence Driven Advisers, LLC History No change 56,015 12,291 2.0% 2.0% 239 0 0.0% Q2 2026 Aug 06, 2026
TME FINANCIAL, INC. History No change 55,817 12,247 7.56% 7.56% 240 0 0.0% Q2 2026 Jul 23, 2026
Balentine LLC History No change 55,711 12,224 0.43% 0.43% 241 0 0.0% Q2 2026 Aug 06, 2026
Forthright Family Wealth Advisory LLC History No change 55,610 12,202 6.9% 6.9% 242 0 0.0% Q2 2026 Jul 16, 2026
Icon Wealth Advisors, LLC History No change 55,365 12,148 0.73% 0.73% 243 0 0.0% Q2 2026 Aug 05, 2026
Trilogy Capital Inc. History No change 55,269 12,127 0.47% 0.47% 244 0 0.0% Q2 2026 Jul 02, 2026
Dorsey & Whitney Trust CO LLC History No change 55,205 12,113 0.59% 0.59% 245 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 54,878 12,041 0.18% 0.18% 246 0 0.0% Q2 2026 Aug 06, 2026
Atria Investments, Inc History No change 54,355 11,927 0.12% 0.12% 247 0 0.0% Q2 2026 Jul 28, 2026
Focus Financial Network, Inc. History No change 54,255 11,905 0.37% 0.37% 248 0 0.0% Q2 2026 Jul 09, 2026
Jacobi Capital Management LLC History No change 53,875 11,821 0.58% 0.58% 249 0 0.0% Q2 2026 Jul 31, 2026
Montecito Bank & Trust History Reduced 53,154 11,812 1.79% 1.77% 250 -627 -1.17% Q3 2026 Oct 01, 2026
Wealthcare Advisory Partners LLC History No change 53,676 11,778 0.22% 0.22% 251 0 0.0% Q2 2026 Jul 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 53,420 11,721 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 52,603 11,542 0.27% 0.27% 253 0 0.0% Q2 2026 Aug 13, 2026
MRA Advisory Group History No change 52,400 11,498 4.17% 4.17% 254 0 0.0% Q2 2026 Jul 08, 2026
Perennial Investment Advisors, LLC History No change 52,117 11,437 0.76% 0.76% 255 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 59,214 11,369 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 11, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 51,591 11,320 2.09% 2.09% 257 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 51,558 11,313 0.2% 0.2% 258 0 0.0% Q2 2026 Jul 20, 2026
Addison Capital Co History No change 51,478 11,295 1.85% 1.85% 259 0 0.0% Q2 2026 Aug 04, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 51,391 11,295 9.94% 9.94% 260 0 0.0% Q2 2026 Jul 16, 2026
NORTHERN TRUST CORP History No change 51,171 11,228 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
Flagship Private Wealth, LLC History No change 51,134 11,220 3.97% 3.97% 262 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 50,622 11,108 0.04% 0.04% 263 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 50,304 11,038 1.33% 1.33% 264 0 0.0% Q2 2026 Aug 14, 2026
FORTE ASSET MANAGEMENT LLC History No change 50,222 11,020 4.5% 4.5% 265 0 0.0% Q2 2026 Jul 21, 2026
Scissortail Wealth Management, LLC History No change 49,769 10,920 2.1% 2.1% 266 0 0.0% Q2 2026 Aug 05, 2026
MEITAV INVESTMENT HOUSE LTD History No change 49,724 10,907 0.07% 0.07% 267 0 0.0% Q2 2026 Jul 20, 2026
5T Wealth, LLC History No change 49,025 10,757 4.01% 4.01% 268 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL LIFE ADVISORS History No change 48,200 10,576 3.01% 3.01% 269 0 0.0% Q2 2026 Jul 28, 2026
Csenge Advisory Group History No change 47,994 10,531 0.43% 0.43% 270 0 0.0% Q2 2026 Aug 10, 2026
JMAC ENTERPRISES LLC History No change 47,996 10,531 1.77% 1.77% 271 0 0.0% Q2 2026 Jul 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 47,889 10,508 0.39% 0.39% 272 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 47,970 10,451 3.49% 3.49% 273 0 0.0% Q2 2026 Jul 21, 2026
SVB WEALTH LLC History No change 47,183 10,353 0.65% 0.65% 274 0 0.0% Q2 2026 Jul 17, 2026
Legacy Advisory Services, LLC History No change 47,174 10,351 7.29% 7.29% 275 0 0.0% Q2 2026 Jul 21, 2026
PMG Wealth Management, Inc. History No change 46,796 10,268 6.35% 6.35% 276 0 0.0% Q2 2026 Aug 05, 2026
Highview Capital Management LLC/DE/ History No change 46,603 10,226 2.94% 2.94% 277 0 0.0% Q2 2026 Aug 11, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 46,504 10,204 2.66% 2.66% 278 0 0.0% Q2 2026 Jul 13, 2026
BOS Asset Management, LLC History No change 46,419 10,185 2.36% 2.36% 279 0 0.0% Q2 2026 Jul 13, 2026
Shepherd Financial Partners LLC History No change 45,966 10,086 0.83% 0.83% 280 0 0.0% Q2 2026 Aug 10, 2026
FIRST FOUNDATION ADVISORS History No change 45,755 10,040 0.36% 0.36% 281 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 45,737 10,036 0.91% 0.91% 282 0 0.0% Q2 2026 Aug 10, 2026
Nest Investments, LLC History No change 45,332 9,947 7.56% 7.56% 283 0 0.0% Q2 2026 Aug 14, 2026
KICKSTAND VENTURES, LLC. History No change 44,958 9,865 1.79% 1.79% 284 0 0.0% Q2 2026 Jul 30, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 44,935 9,860 0.21% 0.21% 285 0 0.0% Q2 2026 Aug 11, 2026
One Wealth Advisors, LLC History No change 44,858 9,843 1.09% 1.09% 286 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 44,442 9,751 0.25% 0.25% 287 0 0.0% Q2 2026 Aug 07, 2026
Geneva Partners, LLC History No change 43,631 9,573 2.55% 2.55% 288 0 0.0% Q2 2026 Aug 10, 2026
Frisch Financial Group, Inc. History No change 43,489 9,542 1.64% 1.64% 289 0 0.0% Q2 2026 Aug 14, 2026
Stonehearth Capital Management, LLC History No change 43,415 9,526 3.25% 3.25% 290 0 0.0% Q2 2026 Jul 07, 2026
MGO ONE SEVEN LLC History No change 43,414 9,526 0.16% 0.16% 291 0 0.0% Q2 2026 Jul 31, 2026
West Wealth Group, LLC History No change 43,011 9,437 1.54% 1.54% 292 0 0.0% Q2 2026 Aug 06, 2026
Premier Path Wealth Partners, LLC History No change 42,309 9,283 1.07% 1.07% 293 0 0.0% Q2 2026 Jul 21, 2026
Financial Enhancement Group LLC History No change 42,270 9,275 1.11% 1.11% 294 0 0.0% Q2 2026 Jul 07, 2026
BANK OF NOVA SCOTIA History No change 41,824 9,177 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 41,610 9,130 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 41,400 9,084 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 13, 2026
Three Magnolias Financial Advisors, LLC History No change 41,077 9,013 5.02% 5.02% 298 0 0.0% Q2 2026 Jul 31, 2026
SteelPeak Wealth, LLC History No change 40,941 8,983 0.23% 0.23% 299 0 0.0% Q2 2026 Jul 13, 2026
J.W. COLE ADVISORS, INC. History No change 40,925 8,980 0.15% 0.15% 300 0 0.0% Q2 2026 Jul 21, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 40,818 8,956 4.38% 4.38% 301 0 0.0% Q2 2026 Jul 29, 2026
CONNABLE OFFICE INC History No change 40,433 8,872 0.78% 0.78% 302 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 39,593 8,687 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History No change 39,570 8,682 1.39% 1.39% 304 0 0.0% Q2 2026 Jul 09, 2026
Skyline Advisors, Inc. History No change 39,301 8,623 2.71% 2.71% 305 0 0.0% Q2 2026 Jul 20, 2026
Capital Advantage, Inc. History No change 39,205 8,602 1.05% 1.05% 306 0 0.0% Q2 2026 Jul 13, 2026
Performa Ltd (US), LLC History No change 39,117 8,584 1.39% 1.39% 307 0 0.0% Q2 2026 Aug 03, 2026
Mirae Asset Global Investments Co., Ltd. History No change 39,000 8,557 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 22, 2026
Cypress Wealth Services, LLC History No change 38,773 8,508 1.04% 1.04% 309 0 0.0% Q2 2026 Jul 10, 2026
Western Wealth Management, LLC History No change 38,747 8,502 0.28% 0.28% 310 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 38,665 8,484 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 38,609 8,472 0.48% 0.48% 312 0 0.0% Q2 2026 Aug 14, 2026
SYNTAX RESEARCH, INC. History No change 38,180 8,377 6.12% 6.12% 313 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 38,110 8,362 0.11% 0.11% 314 0 0.0% Q2 2026 Aug 06, 2026
Detalus Advisors, LLC History No change 37,807 8,296 1.62% 1.62% 315 0 0.0% Q2 2026 Jul 27, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 37,775 8,288 1.65% 1.65% 316 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 37,240 8,171 0.24% 0.24% 317 0 0.0% Q2 2026 Jul 06, 2026
World Investment Advisors History No change 42,009 8,170 0.14% 0.14% 318 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 37,021 8,123 0.25% 0.25% 319 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 36,930 8,103 0.17% 0.17% 320 0 0.0% Q2 2026 Aug 03, 2026
Green Ridge Wealth Planning LLC History No change 35,505 7,790 3.28% 3.28% 321 0 0.0% Q2 2026 Jul 08, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 35,333 7,753 1.24% 1.24% 322 0 0.0% Q2 2026 Jul 24, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 35,280 7,741 0.45% 0.45% 323 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 35,194 7,722 0.14% 0.14% 324 0 0.0% Q2 2026 Jul 15, 2026
Mutual Advisors, LLC History No change 35,088 7,699 0.14% 0.14% 325 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 35,316 7,672 0.13% 0.13% 326 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 35,316 7,672 0.13% 0.13% 327 0 0.0% Q2 2026 Jul 29, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 35,355 7,638 4.66% 4.66% 328 0 0.0% Q2 2026 Jul 31, 2026
Summit Trail Advisors, LLC History No change 34,634 7,599 0.1% 0.1% 329 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 34,207 7,506 0.68% 0.68% 330 0 0.0% Q2 2026 Jul 22, 2026
Maia Wealth LLC History No change 34,182 7,500 1.1% 1.1% 331 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 33,454 7,340 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 33,629 7,339 0.8% 0.8% 333 0 0.0% Q2 2026 Aug 03, 2026
VISTA INVESTMENT MANAGEMENT History No change 33,410 7,331 2.2% 2.2% 334 0 0.0% Q2 2026 Aug 12, 2026
RWA WEALTH PARTNERS, LLC History No change 33,144 7,272 0.07% 0.07% 335 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL PLANNING, INC History No change 32,870 7,212 2.45% 2.45% 336 0 0.0% Q2 2026 Aug 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 32,866 7,211 0.26% 0.26% 337 0 0.0% Q2 2026 Jul 21, 2026
Shum Financial Group, Inc. History No change 32,369 7,102 4.28% 4.28% 338 0 0.0% Q2 2026 Jul 22, 2026
CORA CAPITAL ADVISORS LLC History No change 32,157 7,056 1.98% 1.98% 339 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Group History No change 32,065 7,035 0.42% 0.42% 340 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 31,755 6,950 0.91% 0.91% 341 0 0.0% Q2 2026 Jul 22, 2026
BLAIR WILLIAM & CO/IL History No change 31,574 6,928 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 11, 2026
Ironsides Asset Advisors, LLC History No change 31,373 6,884 1.61% 1.61% 343 0 0.0% Q2 2026 Aug 12, 2026
Bison Wealth, LLC History No change 31,467 6,875 0.63% 0.63% 344 0 0.0% Q2 2026 Jul 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 30,979 6,797 0.14% 0.14% 345 0 0.0% Q2 2026 Jul 15, 2026
EP Wealth Advisors, LLC History No change 30,952 6,791 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 30,647 6,724 0.08% 0.08% 347 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 30,629 6,720 0.61% 0.61% 348 0 0.0% Q2 2026 Jul 10, 2026
American Money Management, LLC History No change 30,588 6,711 0.96% 0.96% 349 0 0.0% Q2 2026 Aug 13, 2026
10Elms LLP History No change 30,491 6,690 2.83% 2.83% 350 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 30,444 6,680 0.1% 0.1% 351 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 30,445 6,680 0.17% 0.17% 352 0 0.0% Q2 2026 Aug 04, 2026
Yoder Wealth Management, Inc. History No change 30,519 6,632 2.59% 2.59% 353 0 0.0% Q2 2026 Jul 22, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 30,071 6,598 3.25% 3.25% 354 0 0.0% Q2 2026 Jul 21, 2026
CGN Advisors LLC History No change 30,058 6,595 0.48% 0.48% 355 0 0.0% Q2 2026 Jul 06, 2026
Breakwater Capital Group History No change 29,944 6,570 0.79% 0.79% 356 0 0.0% Q2 2026 Jul 08, 2026
Formidable Asset Management, LLC History No change 33,986 6,518 1.04% 1.04% 357 0 0.0% Q2 2026 Jul 17, 2026
Inscription Capital, LLC History No change 29,300 6,429 0.57% 0.57% 358 0 0.0% Q2 2026 Aug 13, 2026
Sheridan Capital Management, LLC History No change 29,154 6,397 3.08% 3.08% 359 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 28,528 6,260 0.14% 0.14% 360 0 0.0% Q2 2026 Aug 13, 2026
Summa Corp. History No change 28,300 6,209 1.95% 1.95% 361 0 0.0% Q2 2026 Aug 06, 2026
Avant Capital LLC History No change 28,266 6,202 3.89% 3.89% 362 0 0.0% Q2 2026 Aug 12, 2026
Leslie Global Wealth, LLC History No change 28,176 6,182 2.41% 2.41% 363 0 0.0% Q2 2026 Jul 21, 2026
Apollon Financial, LLC History No change 28,095 6,164 0.73% 0.73% 364 0 0.0% Q2 2026 Jul 22, 2026
KM Capital Management Ltd. History No change 28,057 6,156 2.89% 2.89% 365 0 0.0% Q2 2026 Aug 14, 2026
FORTERIS WEALTH MANAGEMENT INC. History No change 27,953 6,133 5.02% 5.02% 366 0 0.0% Q2 2026 Jul 21, 2026
CFS Investment Advisory Services, LLC History No change 28,058 6,128 0.41% 0.41% 367 0 0.0% Q2 2026 Jul 16, 2026
INTRUST BANK NA History No change 27,755 6,090 0.45% 0.45% 368 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 27,639 6,064 2.2% 2.2% 369 0 0.0% Q2 2026 Aug 11, 2026
Etesian Wealth Advisors, Inc. History No change 27,426 6,018 1.78% 1.78% 370 0 0.0% Q2 2026 Jul 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 27,341 5,999 0.21% 0.21% 371 0 0.0% Q2 2026 Aug 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 27,322 5,995 0.78% 0.78% 372 0 0.0% Q2 2026 Aug 11, 2026
Scarborough Advisors, LLC History No change 27,460 5,957 0.68% 0.68% 373 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 27,069 5,939 1.09% 1.09% 374 0 0.0% Q2 2026 Aug 04, 2026
Paller Financial Services Inc History No change 26,994 5,923 4.43% 4.43% 375 0 0.0% Q2 2026 Jul 07, 2026
Delos Wealth Advisors, LLC History No change 26,878 5,897 3.02% 3.02% 376 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 26,724 5,864 0.39% 0.39% 377 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 26,656 5,849 0.17% 0.17% 378 0 0.0% Q2 2026 Aug 03, 2026
Moment Partners, LLC History No change 26,633 5,844 1.05% 1.05% 379 0 0.0% Q2 2026 Jul 29, 2026
WARNER FINANCIAL, INC History No change 26,457 5,805 1.71% 1.71% 380 0 0.0% Q2 2026 Jul 09, 2026
Trek Financial, LLC History No change 26,325 5,776 0.29% 0.29% 381 0 0.0% Q2 2026 Aug 13, 2026
Stanich Group LLC History No change 26,284 5,767 3.63% 3.63% 382 0 0.0% Q2 2026 Jul 16, 2026
Tempo Wealth, LLC History No change 26,221 5,753 0.85% 0.85% 383 0 0.0% Q2 2026 Jul 27, 2026
Centurion Wealth Management LLC History No change 26,069 5,720 1.37% 1.37% 384 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 25,731 5,646 0.01% 0.01% 385 0 0.0% Q2 2026 Jul 30, 2026
Fortis Capital Management LLC History No change 25,597 5,616 0.63% 0.63% 386 0 0.0% Q2 2026 Aug 12, 2026
First Citizens Financial Corp History Reduced 25,077 5,573 2.34% 2.36% 387 -686 -2.66% Q3 2026 Oct 02, 2026
BCGM Wealth Management, LLC History No change 25,332 5,558 1.18% 1.18% 388 0 0.0% Q2 2026 Aug 04, 2026
National Philanthropic Trust History No change 25,309 5,553 0.08% 0.08% 389 0 0.0% Q2 2026 Aug 14, 2026
TSA Wealth Managment LLC History No change 25,045 5,495 1.55% 1.55% 390 0 0.0% Q2 2026 Aug 03, 2026
Apeiron RIA LLC History No change 25,013 5,488 1.41% 1.41% 391 0 0.0% Q2 2026 Jul 16, 2026
Pathstone Holdings, LLC History No change 24,951 5,474 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 13, 2026
Gambit Capital Management, LLC History No change 24,934 5,471 3.18% 3.18% 393 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 24,931 5,470 0.18% 0.18% 394 0 0.0% Q2 2026 Aug 10, 2026
Tacita Capital Inc History No change 24,861 5,455 2.96% 2.96% 395 0 0.0% Q2 2026 Aug 10, 2026
HMV Wealth Advisors, LLC History No change 24,800 5,441 2.12% 2.12% 396 0 0.0% Q2 2026 Jul 13, 2026
Tradition Wealth Management, LLC History No change 24,569 5,391 0.33% 0.33% 397 0 0.0% Q2 2026 Aug 11, 2026
Custos Family Office, LLC History No change 24,257 5,322 3.19% 3.19% 398 0 0.0% Q2 2026 Aug 19, 2026
Sound Financial Strategies Group, LLC History No change 24,169 5,303 3.37% 3.37% 399 0 0.0% Q2 2026 Aug 10, 2026
LINCOLN CAPITAL CORP History No change 24,143 5,297 1.72% 1.72% 400 0 0.0% Q2 2026 Jul 16, 2026
Inspire Advisors, LLC History No change 24,100 5,287 0.37% 0.37% 401 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM JOHN SEMPOLINSKI History No change 24,008 5,268 2.13% 2.13% 402 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 23,987 5,263 0.16% 0.16% 403 0 0.0% Q2 2026 Aug 03, 2026
Noble Wealth Partners LLC History No change 23,812 5,225 4.54% 4.54% 404 0 0.0% Q2 2026 Jul 24, 2026
OMNI 360 Wealth, Inc. History No change 23,756 5,212 2.41% 2.41% 405 0 0.0% Q2 2026 Jul 13, 2026
Aries Wealth Management History No change 23,584 5,175 1.02% 1.02% 406 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 23,517 5,160 0.2% 0.2% 407 0 0.0% Q2 2026 Jul 22, 2026
Hudson Oak Wealth Advisory LLC History No change 23,235 5,098 3.93% 3.93% 408 0 0.0% Q2 2026 Jul 21, 2026
Annex Advisory Services, LLC History No change 23,226 5,096 0.09% 0.09% 409 0 0.0% Q2 2026 Jul 10, 2026
TCI Wealth Advisors, Inc. History No change 23,210 5,092 0.22% 0.22% 410 0 0.0% Q2 2026 Jul 29, 2026
Security Financial Services, INC. History No change 23,080 5,064 0.7% 0.7% 411 0 0.0% Q2 2026 Jul 15, 2026
Hoese & Co LLP History No change 23,053 5,058 3.29% 3.29% 412 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Management, LLC History No change 22,662 4,972 0.21% 0.21% 413 0 0.0% Q2 2026 Jul 22, 2026
Founders Financial Alliance, LLC History No change 22,432 4,922 0.65% 0.65% 414 0 0.0% Q2 2026 Aug 04, 2026
Prospera Financial Services Inc History No change 22,339 4,902 0.07% 0.07% 415 0 0.0% Q2 2026 Jul 15, 2026
Emissary Wealth LLC History No change 22,229 4,877 3.71% 3.71% 416 0 0.0% Q2 2026 Jul 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 22,176 4,866 0.84% 0.84% 417 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 22,116 4,852 0.06% 0.06% 418 0 0.0% Q2 2026 Aug 07, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 25,266 4,846 2.76% 2.76% 419 0 0.0% Q2 2026 Aug 19, 2026
FIRST TRUST ADVISORS LP History No change 21,712 4,764 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 11, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 21,658 4,752 0.68% 0.68% 421 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 21,552 4,729 0.03% 0.03% 422 0 0.0% Q2 2026 Jul 29, 2026
MANNING & NAPIER ADVISORS LLC History No change 21,402 4,696 0.06% 0.06% 423 0 0.0% Q2 2026 Aug 13, 2026
Sollinda Capital Management LLC History No change 21,101 4,630 0.99% 0.99% 424 0 0.0% Q2 2026 Aug 05, 2026
Bulltick Wealth Management, LLC History No change 20,819 4,568 0.93% 0.93% 425 0 0.0% Q2 2026 Jul 30, 2026
Avestar Capital, LLC History No change 20,801 4,564 0.25% 0.25% 426 0 0.0% Q2 2026 Jul 29, 2026
Astoria Portfolio Advisors LLC. History No change 20,791 4,562 0.77% 0.77% 427 0 0.0% Q2 2026 Jul 28, 2026
Sherman Wealth Management LLC History No change 20,726 4,547 3.42% 3.42% 428 0 0.0% Q2 2026 Jul 09, 2026
NWAM LLC History No change 20,702 4,542 0.23% 0.23% 429 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 20,618 4,524 0.09% 0.09% 430 0 0.0% Q2 2026 Aug 06, 2026
Rollins Financial Advisors, LLC History No change 20,528 4,504 0.59% 0.59% 431 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 20,448 4,487 0.05% 0.05% 432 0 0.0% Q2 2026 Jul 20, 2026
CFM WEALTH PARTNERS LLC History No change 20,288 4,451 0.57% 0.57% 433 0 0.0% Q2 2026 Aug 07, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 20,077 4,405 0.24% 0.24% 434 0 0.0% Q2 2026 Jul 27, 2026
Fluent Financial, LLC History No change 20,075 4,405 1.57% 1.57% 435 0 0.0% Q2 2026 Jul 09, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 20,029 4,394 0.26% 0.26% 436 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 19,686 4,319 0.45% 0.45% 437 0 0.0% Q2 2026 Jul 30, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 19,502 4,279 0.22% 0.22% 438 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 19,431 4,263 0.17% 0.17% 439 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 19,290 4,232 0.77% 0.77% 440 0 0.0% Q2 2026 Jul 20, 2026
Buttonwood Financial Group, LLC History No change 19,285 4,231 2.42% 2.42% 441 0 0.0% Q2 2026 Jul 30, 2026
Stonebrook Private Inc. History No change 19,152 4,202 0.77% 0.77% 442 0 0.0% Q2 2026 Aug 14, 2026
Farrell Financial LLC History No change 19,125 4,196 2.27% 2.27% 443 0 0.0% Q2 2026 Jul 10, 2026
J.E. Simmons & Co., P.C. History No change 19,093 4,189 2.36% 2.36% 444 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 18,996 4,168 0.15% 0.15% 445 0 0.0% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History No change 18,881 4,143 0.06% 0.06% 446 0 0.0% Q2 2026 Jul 15, 2026
SIMON QUICK ADVISORS, LLC History No change 18,833 4,132 0.17% 0.17% 447 0 0.0% Q2 2026 Jul 28, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 18,778 4,120 0.03% 0.03% 448 0 0.0% Q2 2026 Sep 23, 2026
JPL Wealth Management, LLC History No change 18,649 4,092 0.81% 0.81% 449 0 0.0% Q2 2026 Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 18,605 4,082 2.52% 2.52% 450 0 0.0% Q2 2026 Jul 28, 2026
Concorde Asset Management, LLC History No change 18,482 4,055 2.35% 2.35% 451 0 0.0% Q2 2026 Aug 18, 2026
Clear Creek Financial Management, LLC History No change 18,385 4,034 0.26% 0.26% 452 0 0.0% Q2 2026 Jul 27, 2026
Crestwood Advisors Group, LLC History No change 18,301 4,015 0.06% 0.06% 453 0 0.0% Q2 2026 Aug 03, 2026
Regal Investment Advisors LLC History No change 18,055 3,961 0.21% 0.21% 454 0 0.0% Q2 2026 Aug 14, 2026
SimpliFi, Inc. History No change 18,055 3,961 1.57% 1.57% 455 0 0.0% Q2 2026 Jul 24, 2026
INTEGRITY ALLIANCE, LLC. History No change 18,020 3,954 0.12% 0.12% 456 0 0.0% Q2 2026 Jul 31, 2026
Bedel Financial Consulting, Inc. History No change 17,903 3,928 0.37% 0.37% 457 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 17,872 3,920 0.19% 0.19% 458 0 0.0% Q2 2026 Jul 28, 2026
Mayfair Advisory Group, LLC History No change 18,067 3,917 1.18% 1.18% 459 0 0.0% Q2 2026 Aug 11, 2026
Worth Financial Advisory Group, LLC History No change 17,694 3,882 1.62% 1.62% 460 0 0.0% Q2 2026 Jul 30, 2026
Clarendon Private LLC History No change 17,651 3,873 2.49% 2.49% 461 0 0.0% Q2 2026 Jul 22, 2026
BRIGHTON JONES LLC History No change 17,639 3,870 0.07% 0.07% 462 0 0.0% Q2 2026 Aug 11, 2026
GTS SECURITIES LLC History No change 17,554 3,851 0.08% 0.08% 463 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 17,803 3,845 0.08% 0.08% 464 0 0.0% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History No change 17,513 3,842 0.05% 0.05% 465 0 0.0% Q2 2026 Aug 05, 2026
Tortoise Investment Management, LLC History No change 17,324 3,801 0.28% 0.28% 466 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 17,155 3,764 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 13, 2026
Carnegie Investment Counsel History No change 17,101 3,752 0.08% 0.08% 468 0 0.0% Q2 2026 Jul 30, 2026
NorthRock Partners, LLC History No change 17,088 3,749 0.05% 0.05% 469 0 0.0% Q2 2026 Aug 11, 2026
Ethos Financial Group, LLC History No change 17,358 3,748 0.25% 0.25% 470 0 0.0% Q2 2026 Aug 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 16,811 3,688 2.21% 2.21% 471 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 16,732 3,671 0.05% 0.05% 472 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 16,623 3,647 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 16,561 3,634 0.72% 0.72% 474 0 0.0% Q2 2026 Aug 05, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 16,472 3,614 2.78% 2.78% 475 0 0.0% Q2 2026 Jul 24, 2026
JB Capital LLC History No change 16,462 3,612 0.13% 0.13% 476 0 0.0% Q2 2026 Jul 29, 2026
Houlihan Financial Resource Group, Ltd. History No change 16,329 3,583 1.28% 1.28% 477 0 0.0% Q2 2026 Aug 10, 2026
Crescent Grove Advisors, LLC History No change 16,292 3,574 0.3% 0.3% 478 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 16,265 3,569 0.24% 0.24% 479 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 16,232 3,561 0.09% 0.09% 480 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 16,220 3,559 1.21% 1.21% 481 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History No change 16,219 3,558 0.31% 0.31% 482 0 0.0% Q2 2026 Jul 27, 2026
Dakota Wealth Management History No change 16,168 3,547 0.07% 0.07% 483 0 0.0% Q2 2026 Aug 07, 2026
Global Wealth Strategies & Associates History Reduced 15,796 3,510 0.64% 0.73% 484 -1,845 -10.46% Q3 2026 Oct 01, 2026
Patriot Financial Group Insurance Agency, LLC History No change 15,904 3,489 0.36% 0.36% 485 0 0.0% Q2 2026 Jul 16, 2026
Tyche Wealth Partners LLC History No change 15,837 3,475 0.49% 0.49% 486 0 0.0% Q2 2026 Aug 06, 2026
Mesirow Financial Investment Management, Inc. History No change 15,753 3,456 0.05% 0.05% 487 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE TRUST CO NA History No change 15,717 3,448 0.28% 0.28% 488 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 15,695 3,443 0.11% 0.11% 489 0 0.0% Q2 2026 Jul 30, 2026
Alta Wealth Advisors LLC History No change 15,586 3,420 0.93% 0.93% 490 0 0.0% Q2 2026 Jul 30, 2026
Banco Santander, S.A. History No change 15,551 3,412 0.02% 0.02% 491 0 0.0% Q2 2026 Jul 29, 2026
Keystone Wealth Services, LLC History No change 15,525 3,406 0.63% 0.63% 492 0 0.0% Q2 2026 Aug 05, 2026
MorganRosel Wealth Management, LLC History No change 15,496 3,400 1.15% 1.15% 493 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds, LLC. History No change 89,609 3,389 0.76% 0.76% 494 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History No change 15,283 3,353 0.82% 0.82% 495 0 0.0% Q2 2026 Jul 30, 2026
Rose Capital Advisors LLC History No change 15,236 3,343 1.68% 1.68% 496 0 0.0% Q2 2026 Aug 07, 2026
Ridgeline Wealth, LLC History No change 15,025 3,296 1.93% 1.93% 497 0 0.0% Q2 2026 Jul 06, 2026
Raab & Moskowitz Asset Management LLC History No change 14,953 3,281 0.66% 0.66% 498 0 0.0% Q2 2026 Jul 28, 2026
Carr Financial Group Corp History No change 14,929 3,275 0.75% 0.75% 499 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 14,921 3,274 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 27, 2026
GREENLEAF TRUST History No change 14,913 3,272 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History Reduced 14,573 3,238 0.05% 0.08% 502 -8,211 -36.04% Q3 2026 Oct 05, 2026
Fort Sheridan Advisors LLC History No change 14,597 3,202 0.35% 0.35% 503 0 0.0% Q2 2026 Aug 05, 2026
FFG RETIREMENT ADVISORS LLC History No change 14,554 3,193 1.69% 1.69% 504 0 0.0% Q2 2026 Jul 09, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,473 3,175 0.17% 0.17% 505 0 0.0% Q2 2026 Aug 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 14,502 3,153 0.04% 0.04% 506 0 0.0% Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History No change 14,334 3,145 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 12, 2026
AlTi Global, Inc. History No change 14,230 3,122 0.06% 0.06% 508 0 0.0% Q2 2026 Aug 05, 2026
Gallagher Fiduciary Advisors, LLC History No change 14,048 3,082 0.1% 0.1% 509 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 14,018 3,075 0.37% 0.37% 510 0 0.0% Q2 2026 Jul 20, 2026
Gotham Asset Management, LLC History No change 13,961 3,063 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 14, 2026
Integrity Advisory Solutions, LLC History No change 13,931 3,056 0.31% 0.31% 512 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 13,844 3,037 0.09% 0.09% 513 0 0.0% Q2 2026 Aug 11, 2026
Alpha Zero LLC History No change 13,725 3,028 1.15% 1.15% 514 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 13,785 3,025 0.08% 0.08% 515 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 13,880 3,016 0.1% 0.1% 516 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 13,704 3,007 0.08% 0.08% 517 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 13,686 3,003 0.17% 0.17% 518 0 0.0% Q2 2026 Jul 29, 2026
Interchange Capital Partners, LLC History No change 13,677 3,001 0.56% 0.56% 519 0 0.0% Q2 2026 Jul 20, 2026
Thrive Wealth Management, LLC History No change 13,626 2,990 0.38% 0.38% 520 0 0.0% Q2 2026 Jul 07, 2026
WATERSHED PRIVATE WEALTH LLC History No change 13,464 2,954 0.83% 0.83% 521 0 0.0% Q2 2026 Jul 17, 2026
Keel Point, LLC History No change 13,423 2,945 0.17% 0.17% 522 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History No change 13,361 2,931 0.82% 0.82% 523 0 0.0% Q2 2026 Jul 27, 2026
ADG Wealth Management Group, LLC History No change 13,292 2,916 1.85% 1.85% 524 0 0.0% Q2 2026 Jul 27, 2026
Provident Investment Management, Inc. History No change 13,265 2,910 0.28% 0.28% 525 0 0.0% Q2 2026 Aug 11, 2026
Steelhead Wealth Management LLC History No change 13,230 2,903 1.17% 1.17% 526 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 13,082 2,870 0.19% 0.19% 527 0 0.0% Q2 2026 Aug 05, 2026
PALLADIEM, LLC History No change 13,080 2,870 2.78% 2.78% 528 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History No change 13,044 2,862 0.26% 0.26% 529 0 0.0% Q2 2026 Jul 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 12,933 2,837 0.14% 0.14% 530 0 0.0% Q2 2026 Jul 20, 2026
LiftPoint Family Wealth Advisors LLC History No change 12,925 2,836 1.92% 1.92% 531 0 0.0% Q2 2026 Aug 05, 2026
EHRLICH FINANCIAL GROUP History No change 12,891 2,828 1.45% 1.45% 532 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 12,879 2,826 0.04% 0.04% 533 0 0.0% Q2 2026 Jul 28, 2026
Bestgate Wealth Advisors, LLC History No change 12,847 2,818 4.49% 4.49% 534 0 0.0% Q2 2026 Jul 29, 2026
ONE Advisory Partners, LLC History No change 12,819 2,812 0.77% 0.77% 535 0 0.0% Q2 2026 Jul 21, 2026
Ellis Investment Partners, LLC History No change 12,740 2,795 0.42% 0.42% 536 0 0.0% Q2 2026 Aug 05, 2026
McKinley Carter Wealth Services, Inc. History No change 12,716 2,790 0.14% 0.14% 537 0 0.0% Q2 2026 Jul 28, 2026
Almanack Investment Partners, LLC. History No change 12,616 2,768 0.35% 0.35% 538 0 0.0% Q2 2026 Jul 30, 2026
Meridian Wealth Management, LLC History No change 12,599 2,764 0.09% 0.09% 539 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 12,582 2,760 0.35% 0.35% 540 0 0.0% Q2 2026 Aug 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 12,523 2,748 0.89% 0.89% 541 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 12,514 2,745 0.2% 0.2% 542 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 12,324 2,704 0.61% 0.61% 543 0 0.0% Q2 2026 Jul 30, 2026
Verdence Capital Advisors LLC History No change 12,226 2,682 0.14% 0.14% 544 0 0.0% Q2 2026 Jul 29, 2026
Hansen & Associates Financial Group, Inc. History No change 12,210 2,667 1.53% 1.53% 545 0 0.0% Q2 2026 Jul 20, 2026
Boreal Capital Management LLC History No change 12,136 2,662 1.98% 1.98% 546 0 0.0% Q2 2026 Aug 13, 2026
Polaris Investment Advisors, LLC History No change 12,109 2,657 1.7% 1.7% 547 0 0.0% Q2 2026 Jul 09, 2026
Delta Wealth Advisors LLC History No change 12,094 2,653 1.9% 1.9% 548 0 0.0% Q2 2026 Jul 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 12,087 2,652 0.04% 0.04% 549 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,089 2,652 0.05% 0.05% 550 0 0.0% Q2 2026 Jul 23, 2026
Lantz Financial LLC History No change 12,085 2,651 0.49% 0.49% 551 0 0.0% Q2 2026 Jul 09, 2026
Jump Financial, LLC History No change 12,081 2,650 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 13, 2026
Kastel Capital Advisors, LLC History No change 13,814 2,649 1.68% 1.68% 553 0 0.0% Q2 2026 Jul 09, 2026
LARCH CAPITAL PARTNERS LLC History No change 12,030 2,639 0.38% 0.38% 554 0 0.0% Q2 2026 Aug 17, 2026
BigSur Wealth Management LLC History No change 12,000 2,633 0.63% 0.63% 555 0 0.0% Q2 2026 Jul 14, 2026
BlackDiamond Wealth Management, LLC History No change 11,649 2,629 1.06% 1.06% 556 0 0.0% Q2 2026 Aug 11, 2026
Archer Investment Management, LLC History No change 11,974 2,627 0.9% 0.9% 557 0 0.0% Q2 2026 Jul 07, 2026
TFC Financial Management, Inc. History No change 11,869 2,604 0.29% 0.29% 558 0 0.0% Q2 2026 Jul 23, 2026
Crown Wealth Group, LLC History No change 11,775 2,583 0.66% 0.66% 559 0 0.0% Q2 2026 Jul 21, 2026
Planning Strategies Inc. History Reduced 11,574 2,572 1.52% 1.64% 560 -426 -3.55% Q3 2026 Oct 02, 2026
Brookwood Investment Group LLC History No change 11,698 2,566 0.29% 0.29% 561 0 0.0% Q2 2026 Jul 23, 2026
HORAN Wealth, LLC History No change 11,556 2,535 0.32% 0.32% 562 0 0.0% Q2 2026 Aug 26, 2026
Valmark Advisers, Inc. History No change 11,547 2,533 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 11,482 2,519 0.15% 0.15% 564 0 0.0% Q2 2026 Jul 16, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 11,447 2,511 1.7% 1.7% 565 0 0.0% Q2 2026 Jul 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 11,382 2,497 0.28% 0.28% 566 0 0.0% Q2 2026 Jul 09, 2026
Insight Inv LLC History No change 11,364 2,493 1.18% 1.18% 567 0 0.0% Q2 2026 Jul 23, 2026
Goldstein Advisors, LLC History No change 11,343 2,488 0.23% 0.23% 568 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 11,302 2,480 0.68% 0.68% 569 0 0.0% Q2 2026 Aug 03, 2026
AWM CAPITAL, LLC History No change 11,268 2,472 0.2% 0.2% 570 0 0.0% Q2 2026 Jul 31, 2026
PATTEN & PATTEN INC/TN History No change 11,157 2,448 0.13% 0.13% 571 0 0.0% Q2 2026 Aug 05, 2026
Clear Harbor Asset Management, LLC History No change 11,060 2,426 0.15% 0.15% 572 0 0.0% Q2 2026 Aug 12, 2026
Burton Enright Welch History No change 11,028 2,419 0.28% 0.28% 573 0 0.0% Q2 2026 Jul 17, 2026
CGC Financial Services, LLC History No change 11,002 2,414 0.54% 0.54% 574 0 0.0% Q2 2026 Jul 13, 2026
Henshaw Capital LLC History No change 11,000 2,413 0.08% 0.08% 575 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 10,933 2,399 0.15% 0.15% 576 0 0.0% Q2 2026 Jul 14, 2026
WT Wealth Management History No change 10,931 2,398 0.66% 0.66% 577 0 0.0% Q2 2026 Jul 22, 2026
RMR Capital Management, LLC History No change 10,920 2,396 1.65% 1.65% 578 0 0.0% Q2 2026 Jul 27, 2026
PFG Advisors History No change 10,863 2,383 0.12% 0.12% 579 0 0.0% Q2 2026 Jul 16, 2026
WEALTHGARDEN F.S. LLC History No change 10,858 2,382 1.35% 1.35% 580 0 0.0% Q2 2026 Jul 31, 2026
Yukon Wealth Management, Inc. History No change 10,829 2,376 0.68% 0.68% 581 0 0.0% Q2 2026 Aug 14, 2026
J HAGAN CAPITAL, INC. History No change 10,825 2,375 1.1% 1.1% 582 0 0.0% Q2 2026 Aug 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 10,724 2,353 1.35% 1.35% 583 0 0.0% Q2 2026 Jul 15, 2026
Tranquility Partners, LLC History No change 10,648 2,336 0.8% 0.8% 584 0 0.0% Q2 2026 Jul 23, 2026
Commonwealth Retirement Investments LLC History No change 10,637 2,334 0.63% 0.63% 585 0 0.0% Q2 2026 Aug 03, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 10,357 2,324 0.94% 0.97% 586 -786 -7.05% Q3 2026 Oct 06, 2026
StoneX Group Inc. History No change 10,688 2,311 0.09% 0.09% 587 0 0.0% Q2 2026 Aug 12, 2026
Cynosure Group, LLC History No change 10,528 2,310 0.35% 0.35% 588 0 0.0% Q2 2026 Aug 05, 2026
Alteri Wealth LLC History No change 10,500 2,304 0.64% 0.64% 589 0 0.0% Q2 2026 Jul 29, 2026
Vertex Planning Partners, LLC History No change 10,415 2,285 0.34% 0.34% 590 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 10,408 2,283 0.14% 0.14% 591 0 0.0% Q2 2026 Aug 07, 2026
Kelly Financial Services LLC History No change 10,392 2,280 0.49% 0.49% 592 0 0.0% Q2 2026 Jul 14, 2026
Asempa Wealth Advisors History No change 10,344 2,269 1.69% 1.69% 593 0 0.0% Q2 2026 Jul 13, 2026
Advisory Solutions Group, LLC History No change 10,342 2,269 0.77% 0.77% 594 0 0.0% Q2 2026 Jul 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,269 2,253 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 24, 2026
Level Financial Advisors History No change 10,257 2,250 0.5% 0.5% 596 0 0.0% Q2 2026 Jul 15, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 10,250 2,249 1.08% 1.08% 597 0 0.0% Q2 2026 Aug 13, 2026
Triad Wealth Partners, LLC History No change 10,112 2,242 0.13% 0.13% 598 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 10,201 2,238 0.06% 0.06% 599 0 0.0% Q2 2026 Jul 07, 2026
Purkiss Capital Advisors LLC History No change 10,197 2,237 0.85% 0.85% 600 0 0.0% Q2 2026 Jul 30, 2026
MONECO ADVISORS, LLC History No change 10,178 2,233 0.14% 0.14% 601 0 0.0% Q2 2026 Aug 11, 2026
Davis Wealth Advisors, LLC History No change 10,147 2,226 1.72% 1.72% 602 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 10,143 2,225 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 13, 2026
Shore Point Advisors, LLC History No change 10,007 2,196 0.75% 0.75% 604 0 0.0% Q2 2026 Jul 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 10,011 2,196 0.23% 0.23% 605 0 0.0% Q2 2026 Jul 28, 2026
NORTHLAND SECURITIES, INC. History No change 10,001 2,194 1.28% 1.28% 606 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ALLIANCE, LLC History No change 9,919 2,176 0.18% 0.18% 607 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 9,885 2,169 0.04% 0.04% 608 0 0.0% Q2 2026 Jul 30, 2026
Advisors Capital Management, LLC History No change 9,878 2,167 0.02% 0.02% 609 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 9,854 2,162 0.1% 0.1% 610 0 0.0% Q2 2026 Jul 31, 2026
RED REEF ADVISORS LLC History No change 9,852 2,161 1.99% 1.99% 611 0 0.0% Q2 2026 Jul 23, 2026
UPTICK PARTNERS, LLC History No change 9,703 2,129 0.33% 0.33% 612 0 0.0% Q2 2026 Aug 10, 2026
Braun-Bostich & Associates Inc. History No change 9,694 2,127 1.19% 1.19% 613 0 0.0% Q2 2026 Jul 24, 2026
Blue Zone Wealth Advisors, LLC History No change 9,683 2,124 0.37% 0.37% 614 0 0.0% Q2 2026 Jul 14, 2026
Gryphon Financial Partners LLC History No change 9,586 2,103 0.19% 0.19% 615 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 9,663 2,099 0.11% 0.11% 616 0 0.0% Q2 2026 Jul 14, 2026
Rothschild Wealth LLC History No change 9,555 2,096 0.17% 0.17% 617 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 9,511 2,087 0.1% 0.1% 618 0 0.0% Q2 2026 Aug 10, 2026
Brady Martz Wealth Solutions, LLC History No change 9,494 2,083 0.31% 0.31% 619 0 0.0% Q2 2026 Jul 23, 2026
LaSalle St. Investment Advisors, LLC History No change 9,453 2,074 0.25% 0.25% 620 0 0.0% Q2 2026 Aug 11, 2026
Midwestern Financial, LLC /IA History No change 9,427 2,068 1.45% 1.45% 621 0 0.0% Q2 2026 Aug 13, 2026
Midwest Heritage Bank, FSB History No change 9,408 2,064 0.59% 0.59% 622 0 0.0% Q2 2026 Jul 28, 2026
Maridea Wealth Management LLC History No change 9,351 2,051 0.22% 0.22% 623 0 0.0% Q2 2026 Aug 06, 2026
Portus Wealth Advisors, LLC History No change 9,337 2,048 1.69% 1.69% 624 0 0.0% Q2 2026 Jul 21, 2026
Abel Hall, LLC History No change 9,294 2,039 0.35% 0.35% 625 0 0.0% Q2 2026 Jul 24, 2026
ShoreHaven Wealth Partners, LLC History No change 9,268 2,033 0.64% 0.64% 626 0 0.0% Q2 2026 Jul 14, 2026
Davidson Kahn Capital Management, LLC History No change 9,183 2,028 0.87% 0.87% 627 0 0.0% Q2 2026 Jul 14, 2026
CITIGROUP INC History No change 9,219 2,022 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 03, 2026
Selby Wealth Management, LLC History No change 9,199 2,018 0.72% 0.72% 629 0 0.0% Q2 2026 Jul 09, 2026
WESBANCO BANK INC History No change 9,159 2,009 0.05% 0.05% 630 0 0.0% Q2 2026 Jul 28, 2026
Venturi Wealth Management, LLC History No change 9,106 1,997 0.08% 0.08% 631 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 9,093 1,995 0.08% 0.08% 632 0 0.0% Q2 2026 Jul 27, 2026
GTS FINANCIAL, LLC History No change 10,784 1,971 1.44% 1.44% 633 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 8,928 1,959 0.02% 0.02% 634 0 0.0% Q2 2026 Aug 18, 2026
WJ Wealth Management, LLC History No change 8,893 1,951 0.77% 0.77% 635 0 0.0% Q2 2026 Aug 03, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 8,889 1,950 0.12% 0.12% 636 0 0.0% Q2 2026 Aug 07, 2026
WealthShield Partners, LLC History No change 8,869 1,946 0.3% 0.3% 637 0 0.0% Q2 2026 Aug 12, 2026
KPP Advisory Services LLC History No change 8,870 1,946 0.25% 0.25% 638 0 0.0% Q2 2026 Jul 24, 2026
Veltria Advisors Corp. History No change 8,864 1,945 2.94% 2.94% 639 0 0.0% Q2 2026 Aug 14, 2026
Bedminster, LLC History No change 8,835 1,938 1.66% 1.66% 640 0 0.0% Q2 2026 Aug 04, 2026
Robertson Stephens Wealth Management, LLC History No change 8,795 1,929 0.05% 0.05% 641 0 0.0% Q2 2026 Jul 29, 2026
Retirement Planning Group, LLC History No change 8,744 1,918 0.05% 0.05% 642 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 8,721 1,913 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 8,630 1,893 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
Shared Vision Wealth Group LLC History No change 8,583 1,883 0.65% 0.65% 645 0 0.0% Q2 2026 Jul 31, 2026
Foundry Financial Group, Inc. History No change 8,557 1,877 0.81% 0.81% 646 0 0.0% Q2 2026 Jul 22, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 8,481 1,860 0.14% 0.14% 647 0 0.0% Q2 2026 Jul 16, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 8,464 1,857 0.44% 0.44% 648 0 0.0% Q2 2026 Jul 16, 2026
Ancora Advisors LLC History No change 8,457 1,855 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 8,409 1,845 0.09% 0.09% 650 0 0.0% Q2 2026 Jul 28, 2026
EVERPAR ADVISORS LLC History No change 8,388 1,840 0.52% 0.52% 651 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 8,380 1,838 0.02% 0.02% 652 0 0.0% Q2 2026 Jul 24, 2026
USAdvisors Wealth Management, LLC History No change 8,358 1,834 0.53% 0.53% 653 0 0.0% Q2 2026 Jul 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 8,356 1,834 0.03% 0.03% 654 0 0.0% Q2 2026 Aug 10, 2026
Barnes Wealth Management Group, Inc History No change 8,358 1,834 0.85% 0.85% 655 0 0.0% Q2 2026 Jul 24, 2026
KCM INVESTMENT ADVISORS LLC History No change 8,354 1,833 0.05% 0.05% 656 0 0.0% Q2 2026 Aug 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 8,352 1,832 0.52% 0.52% 657 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 8,343 1,830 1.0% 1.0% 658 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 8,298 1,820 0.05% 0.05% 659 0 0.0% Q2 2026 Aug 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 8,249 1,809 0.14% 0.14% 660 0 0.0% Q2 2026 Jul 16, 2026
FULTON BANK, N.A. History No change 8,235 1,807 0.06% 0.06% 661 0 0.0% Q2 2026 Jul 09, 2026
Mattern Wealth Management LLC History No change 8,226 1,805 0.3% 0.3% 662 0 0.0% Q2 2026 Jul 23, 2026
Lionsbridge Wealth Management LLC History No change 8,224 1,804 1.77% 1.77% 663 0 0.0% Q2 2026 Aug 05, 2026
Mainstream Capital Management LLC History No change 8,215 1,802 1.09% 1.09% 664 0 0.0% Q2 2026 Jul 15, 2026
Beacon Bridge Wealth Partners, LLC History No change 8,187 1,796 0.51% 0.51% 665 0 0.0% Q2 2026 Aug 05, 2026
SMART Wealth LLC History No change 8,177 1,794 0.39% 0.39% 666 0 0.0% Q2 2026 Aug 05, 2026
Global Financial Private Client, LLC History No change 8,144 1,787 0.48% 0.48% 667 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 8,136 1,785 0.09% 0.09% 668 0 0.0% Q2 2026 Aug 04, 2026
Trademark Financial Management, LLC History No change 8,133 1,784 0.73% 0.73% 669 0 0.0% Q2 2026 Jul 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 8,121 1,781 0.43% 0.43% 670 0 0.0% Q2 2026 Aug 14, 2026
Johnson Bixby & Associates, LLC History No change 8,053 1,766 0.2% 0.2% 671 0 0.0% Q2 2026 Jul 16, 2026
Vision Capital Management, Inc. History No change 8,042 1,764 0.2% 0.2% 672 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 8,034 1,762 0.04% 0.04% 673 0 0.0% Q2 2026 Jul 20, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 8,002 1,755 0.53% 0.53% 674 0 0.0% Q2 2026 Aug 13, 2026
Range Advisory, LLC History No change 7,980 1,751 0.21% 0.21% 675 0 0.0% Q2 2026 Sep 02, 2026
Capital Group Private Client Services, Inc. History No change 7,934 1,740 0.02% 0.02% 676 0 0.0% Q2 2026 Aug 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 7,807 1,735 0.41% 0.43% 677 -259 -3.21% Q3 2026 Oct 06, 2026
Smart Money Group LLC History No change 7,906 1,734 0.45% 0.45% 678 0 0.0% Q2 2026 Jul 29, 2026
Elk River Wealth Management LLC History No change 7,843 1,720 0.27% 0.27% 679 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 7,808 1,713 0.07% 0.07% 680 0 0.0% Q2 2026 Jul 23, 2026
Soltis Investment Advisors LLC History No change 7,790 1,709 0.1% 0.1% 681 0 0.0% Q2 2026 Jul 31, 2026
Florida Trust Wealth Management Co History No change 7,767 1,704 0.04% 0.04% 682 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 7,724 1,694 0.08% 0.08% 683 0 0.0% Q2 2026 Aug 04, 2026
Gen-Wealth Partners Inc History No change 7,689 1,687 0.47% 0.47% 684 0 0.0% Q2 2026 Aug 10, 2026
Balance Wealth Partners LLC History No change 7,652 1,679 0.45% 0.45% 685 0 0.0% Q2 2026 Jul 21, 2026
Haverford Financial Services, Inc. History No change 7,631 1,674 0.49% 0.49% 686 0 0.0% Q2 2026 Aug 12, 2026
Argent Trust Co History No change 7,625 1,673 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 06, 2026
Allen Capital Group, LLC History No change 7,622 1,672 0.14% 0.14% 688 0 0.0% Q2 2026 Jul 27, 2026
Midwest Capital Advisors, LLC History No change 7,569 1,660 0.67% 0.67% 689 0 0.0% Q2 2026 Jul 28, 2026
Fisher Asset Management, LLC History No change 7,544 1,655 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 04, 2026
Total Clarity Wealth Management, Inc. History No change 7,532 1,652 0.32% 0.32% 691 0 0.0% Q2 2026 Jul 23, 2026
ASL Financial, LLC History No change 7,492 1,643 1.16% 1.16% 692 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 7,482 1,642 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 7,427 1,629 0.14% 0.14% 694 0 0.0% Q2 2026 Jul 28, 2026
Keystone Financial Services History No change 7,419 1,627 0.42% 0.42% 695 0 0.0% Q2 2026 Aug 05, 2026
Investors Research Corp History No change 7,412 1,626 0.29% 0.29% 696 0 0.0% Q2 2026 Jul 10, 2026
Bryant Woods Investment Advisors, LLC History No change 7,407 1,625 0.45% 0.45% 697 0 0.0% Q2 2026 Jul 22, 2026
Ackerman Capital Advisors, LLC History No change 7,327 1,607 0.32% 0.32% 698 0 0.0% Q2 2026 Jul 30, 2026
WEDBUSH SECURITIES INC History No change 7,294 1,600 0.04% 0.04% 699 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 7,270 1,595 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 12, 2026
Goelzer Investment Management, Inc. History No change 7,224 1,585 0.07% 0.07% 701 0 0.0% Q2 2026 Jul 14, 2026
MBE Wealth Management, LLC History No change 7,222 1,584 0.56% 0.56% 702 0 0.0% Q2 2026 Jul 24, 2026
Allie Family Office LLC History No change 7,218 1,583 0.59% 0.59% 703 0 0.0% Q2 2026 Oct 02, 2026
Arsenal Capital Advisors LLC History No change 7,156 1,570 0.93% 0.93% 704 0 0.0% Q2 2026 Aug 11, 2026
Opulen Financial Group LLC History No change 7,136 1,565 0.98% 0.98% 705 0 0.0% Q2 2026 Jul 27, 2026
Insight Wealth Strategies, LLC History No change 7,146 1,563 0.15% 0.15% 706 0 0.0% Q2 2026 Jul 10, 2026
Rubicon Advisors, GP History No change 7,097 1,557 1.13% 1.13% 707 0 0.0% Q2 2026 Jul 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 7,091 1,556 0.29% 0.29% 708 0 0.0% Q2 2026 Aug 06, 2026
TCTC Holdings, LLC History No change 7,064 1,550 0.04% 0.04% 709 0 0.0% Q2 2026 Aug 11, 2026
Bernardo Wealth Planning LLC History No change 7,021 1,540 0.26% 0.26% 710 0 0.0% Q2 2026 Jul 27, 2026
Dana Investment Advisors, Inc. History No change 7,001 1,536 0.04% 0.04% 711 0 0.0% Q2 2026 Aug 13, 2026
Spectrum Planning & Advisory Services Inc. History No change 6,961 1,527 0.68% 0.68% 712 0 0.0% Q2 2026 Jul 14, 2026
LPWM LLC History No change 6,961 1,527 0.34% 0.34% 713 0 0.0% Q2 2026 Jul 24, 2026
Ruggiero Investments, Inc. History No change 6,902 1,514 1.28% 1.28% 714 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 6,891 1,512 0.2% 0.2% 715 0 0.0% Q2 2026 Aug 05, 2026
Tranquilli Financial Advisor LLC History No change 6,887 1,511 0.81% 0.81% 716 0 0.0% Q2 2026 Aug 07, 2026
Saiph Capital, LLC History No change 6,883 1,510 0.45% 0.45% 717 0 0.0% Q2 2026 Jul 29, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 6,873 1,508 0.41% 0.41% 718 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,832 1,499 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 6,832 1,499 0.1% 0.1% 720 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,817 1,495 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 14, 2026
Financial Insights, Inc. History No change 6,792 1,490 0.39% 0.39% 722 0 0.0% Q2 2026 Aug 25, 2026
Vision Retirement, LLC History No change 6,766 1,484 0.36% 0.36% 723 0 0.0% Q2 2026 Jul 21, 2026
MATAURO, LLC History No change 6,756 1,482 0.2% 0.2% 724 0 0.0% Q2 2026 Jul 21, 2026
First International Bank of Israel Ltd. History No change 6,724 1,475 0.4% 0.4% 725 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 7,686 1,474 0.04% 0.04% 726 0 0.0% Q2 2026 Aug 13, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 6,716 1,471 0.15% 0.15% 727 0 0.0% Q2 2026 Sep 02, 2026
LexAurum Advisors, LLC History No change 6,669 1,463 0.17% 0.17% 728 0 0.0% Q2 2026 Jul 15, 2026
Fairvoy Private Wealth, LLC History No change 6,663 1,462 0.3% 0.3% 729 0 0.0% Q2 2026 Jul 17, 2026
RAINIER FAMILY WEALTH INC History No change 6,648 1,458 0.83% 0.83% 730 0 0.0% Q2 2026 Jul 15, 2026
SeaCrest Wealth Management, LLC History No change 6,611 1,450 0.16% 0.16% 731 0 0.0% Q2 2026 Jul 09, 2026
L & S Advisors Inc History No change 6,596 1,447 0.15% 0.15% 732 0 0.0% Q2 2026 Aug 12, 2026
Millington Financial Advisors, LLC History No change 6,617 1,441 0.57% 0.57% 733 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 6,530 1,432 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,522 1,431 0.31% 0.31% 735 0 0.0% Q2 2026 Jul 22, 2026
Latitude Advisors, LLC History No change 6,514 1,429 0.57% 0.57% 736 0 0.0% Q2 2026 Jul 27, 2026
FourThought Financial Partners, LLC History No change 6,494 1,425 0.11% 0.11% 737 0 0.0% Q2 2026 Aug 12, 2026
Syntegra Private Wealth Group, LLC History No change 6,486 1,423 0.11% 0.11% 738 0 0.0% Q2 2026 Jul 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,470 1,419 0.07% 0.07% 739 0 0.0% Q2 2026 Jul 23, 2026
Wall Capital Group, Inc. History No change 6,430 1,410 1.15% 1.15% 740 0 0.0% Q2 2026 Jul 24, 2026
Quadcap Wealth Management, LLC History No change 6,399 1,404 0.14% 0.14% 741 0 0.0% Q2 2026 Jul 31, 2026
KINTRA WEALTH, LLC History No change 6,180 1,403 0.07% 0.07% 742 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 6,387 1,401 0.02% 0.02% 743 0 0.0% Q2 2026 Jul 17, 2026
Strait & Sound Wealth Management LLC History No change 6,317 1,386 0.49% 0.49% 744 0 0.0% Q2 2026 Aug 17, 2026
AVALON CAPITAL MANAGEMENT History No change 6,316 1,385 0.33% 0.33% 745 0 0.0% Q2 2026 Jul 16, 2026
Retirement Wealth Solutions LLC History No change 6,313 1,385 0.76% 0.76% 746 0 0.0% Q2 2026 Jul 07, 2026
Curi Capital, LLC History No change 6,306 1,383 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 14, 2026
Allegheny Financial Group History No change 6,298 1,382 0.15% 0.15% 748 0 0.0% Q2 2026 Jul 22, 2026
Hobbs Group Advisors, LLC History No change 6,261 1,373 0.36% 0.36% 749 0 0.0% Q2 2026 Aug 13, 2026
Ardent Capital Management, Inc. History No change 6,249 1,371 0.57% 0.57% 750 0 0.0% Q2 2026 Jul 20, 2026
Galvin, Gaustad & Stein, LLC History No change 6,222 1,365 0.1% 0.1% 751 0 0.0% Q2 2026 Jul 29, 2026
Glenview Trust Co History No change 6,217 1,364 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 18, 2026
Pasadena Private Wealth, LLC History No change 6,201 1,360 0.17% 0.17% 753 0 0.0% Q2 2026 Aug 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 6,195 1,359 0.06% 0.06% 754 0 0.0% Q2 2026 Jul 24, 2026
Advocacy Wealth Management, LLC History No change 6,172 1,354 0.05% 0.05% 755 0 0.0% Q2 2026 Jul 29, 2026
Hershey Financial Advisers, LLC History No change 6,135 1,346 0.97% 0.97% 756 0 0.0% Q2 2026 Aug 11, 2026
RCS Financial Planning, LLC History No change 6,108 1,340 0.63% 0.63% 757 0 0.0% Q2 2026 Jul 22, 2026
YANKCOM Partnership History No change 6,000 1,316 0.47% 0.47% 758 0 0.0% Q2 2026 Jul 21, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 5,996 1,315 0.74% 0.74% 759 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY TRUST CO History No change 5,977 1,311 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 5,977 1,311 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 03, 2026
Pines Wealth Management, LLC History No change 5,945 1,304 0.37% 0.37% 762 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 5,939 1,303 0.04% 0.04% 763 0 0.0% Q2 2026 Jul 24, 2026
Tarbox Family Office, Inc. History No change 5,924 1,299 0.19% 0.19% 764 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Concepts, LLC History No change 5,898 1,294 0.38% 0.38% 765 0 0.0% Q2 2026 Jul 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,885 1,291 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Partners, LLC History No change 5,868 1,287 0.02% 0.02% 767 0 0.0% Q2 2026 Jul 17, 2026
Visionary Wealth Advisors History No change 5,858 1,285 0.05% 0.05% 768 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History No change 5,855 1,284 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 31, 2026
SURIENCE PRIVATE WEALTH LLC History No change 5,845 1,282 1.13% 1.13% 770 0 0.0% Q2 2026 Jul 24, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 5,832 1,280 0.22% 0.22% 771 0 0.0% Q2 2026 Aug 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,823 1,277 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 13, 2026
Seneschal Advisors, LLC History No change 5,789 1,270 0.87% 0.87% 773 0 0.0% Q2 2026 Aug 13, 2026
Raub Brock Capital Management LP History No change 5,783 1,268 0.35% 0.35% 774 0 0.0% Q2 2026 Jul 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 5,760 1,264 0.08% 0.08% 775 0 0.0% Q2 2026 Jul 31, 2026
EWA, LLC History No change 5,737 1,258 0.23% 0.23% 776 0 0.0% Q2 2026 Jul 14, 2026
Bellars Harris Wealth Management, LLC History No change 5,711 1,253 0.26% 0.26% 777 0 0.0% Q2 2026 Aug 06, 2026
New Republic Capital, LLC History No change 5,674 1,245 0.29% 0.29% 778 0 0.0% Q2 2026 Jul 31, 2026
Ipsen Advisor Group LLC History No change 5,664 1,242 0.8% 0.8% 779 0 0.0% Q2 2026 Jul 29, 2026
Meridian Financial Partners LLC History No change 5,627 1,241 0.42% 0.42% 780 0 0.0% Q2 2026 Jul 24, 2026
Compass Ion Advisors, LLC History No change 5,654 1,240 0.11% 0.11% 781 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 5,647 1,239 0.03% 0.03% 782 0 0.0% Q2 2026 Aug 12, 2026
Per Stirling Capital Management, LLC. History No change 5,644 1,238 0.12% 0.12% 783 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 5,635 1,236 0.14% 0.14% 784 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5,627 1,234 0.1% 0.1% 785 0 0.0% Q2 2026 Jul 16, 2026
Financial Gravity Companies, Inc. History No change 5,627 1,234 0.2% 0.2% 786 0 0.0% Q2 2026 Aug 05, 2026
Crusonia Wealth Advisors LLC History No change 5,613 1,231 0.2% 0.2% 787 0 0.0% Q2 2026 Jul 30, 2026
Daviman Financial, LLC History No change 5,578 1,223 0.68% 0.68% 788 0 0.0% Q2 2026 Jul 24, 2026
Storen Legacy Partners, LLC History No change 5,527 1,212 0.33% 0.33% 789 0 0.0% Q2 2026 Jul 17, 2026
First Financial Bank - Trust Division History Reduced 5,450 1,211 0.09% 0.09% 790 -62 -1.12% Q3 2026 Oct 01, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,518 1,209 0.79% 0.79% 791 0 0.0% Q2 2026 Jul 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 5,504 1,207 0.71% 0.71% 792 0 0.0% Q2 2026 Jul 21, 2026
Aprio Wealth Management, LLC History No change 5,422 1,189 0.06% 0.06% 793 0 0.0% Q2 2026 Jul 24, 2026
CORE WEALTH ADVISORS, LLC History No change 5,374 1,179 0.87% 0.87% 794 0 0.0% Q2 2026 Aug 04, 2026
Abundance Wealth Counselors History No change 5,362 1,176 0.08% 0.08% 795 0 0.0% Q2 2026 Jul 23, 2026
Soundwatch Capital LLC History No change 5,347 1,173 0.13% 0.13% 796 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 5,379 1,169 0.15% 0.15% 797 0 0.0% Q2 2026 Jul 29, 2026
Noble Wealth Management PBC History Reduced 5,231 1,162 0.52% 0.53% 798 -153 -2.84% Q3 2026 Oct 01, 2026
Aspire Private Capital, LLC History No change 5,250 1,152 0.24% 0.24% 799 0 0.0% Q2 2026 Jul 15, 2026
Cardinal Point Capital Management ULC History No change 5,225 1,146 0.06% 0.06% 800 0 0.0% Q2 2026 Jul 14, 2026
EFG International AG History No change 5,217 1,144 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 5,209 1,142 0.07% 0.07% 802 0 0.0% Q2 2026 Aug 04, 2026
Pearl Planning LLC History No change 5,202 1,141 0.52% 0.52% 803 0 0.0% Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History No change 5,202 1,141 0.33% 0.33% 804 0 0.0% Q2 2026 Jul 20, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 5,195 1,139 0.11% 0.11% 805 0 0.0% Q2 2026 Jul 22, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 5,191 1,139 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 10, 2026
Vavra Capital Management, LLC History No change 5,189 1,138 1.0% 1.0% 807 0 0.0% Q2 2026 Jul 23, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 5,164 1,133 0.32% 0.32% 808 0 0.0% Q2 2026 Aug 12, 2026
First American Bank History No change 5,163 1,132 0.06% 0.06% 809 0 0.0% Q2 2026 Jul 15, 2026
Accredited Investors Inc. History No change 5,137 1,127 0.05% 0.05% 810 0 0.0% Q2 2026 Jul 21, 2026
MFA Wealth Services History No change 5,115 1,122 0.67% 0.67% 811 0 0.0% Q2 2026 Jul 21, 2026
Kellett Wealth Advisors, LLC History No change 5,113 1,121 0.52% 0.52% 812 0 0.0% Q2 2026 Jul 23, 2026
Cyndeo Wealth Partners, LLC History No change 5,099 1,118 0.05% 0.05% 813 0 0.0% Q2 2026 Jul 21, 2026
SWP FINANCIAL LLC History No change 5,083 1,115 0.52% 0.52% 814 0 0.0% Q2 2026 Jul 24, 2026
W ADVISORS, LLC History No change 5,047 1,107 0.5% 0.5% 815 0 0.0% Q2 2026 Jul 31, 2026
ALTFEST L J & CO INC History No change 5,012 1,099 0.11% 0.11% 816 0 0.0% Q2 2026 Jul 30, 2026
Investment Advisory Group, LLC History No change 5,011 1,099 0.24% 0.24% 817 0 0.0% Q2 2026 Aug 06, 2026
Wolff Financial Management LLC History No change 5,004 1,098 0.22% 0.22% 818 0 0.0% Q2 2026 Jul 16, 2026
Ergawealth Advisors, Inc. History No change 4,982 1,093 0.42% 0.42% 819 0 0.0% Q2 2026 Aug 07, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 4,973 1,091 0.51% 0.51% 820 0 0.0% Q2 2026 Jul 17, 2026
GK Wealth Management LLC History No change 4,975 1,091 0.57% 0.57% 821 0 0.0% Q2 2026 Jul 07, 2026
Clark Asset Management, LLC History No change 4,955 1,087 0.09% 0.09% 822 0 0.0% Q2 2026 Jul 07, 2026
MATHER GROUP, LLC. History No change 4,954 1,086 0.01% 0.01% 823 0 0.0% Q2 2026 Jul 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 4,909 1,077 0.1% 0.1% 824 0 0.0% Q2 2026 Jul 22, 2026
FLC Capital Advisors History No change 4,894 1,073 0.17% 0.17% 825 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,887 1,072 0.07% 0.07% 826 0 0.0% Q2 2026 Jul 07, 2026
Ascentis Wealth Management, LLC History No change 4,876 1,070 0.16% 0.16% 827 0 0.0% Q2 2026 Jul 30, 2026
REGIMEN WEALTH, LLC History No change 4,856 1,069 0.29% 0.29% 828 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4,814 1,056 0.05% 0.05% 829 0 0.0% Q2 2026 Jul 28, 2026
WASHINGTON TRUST Co History No change 4,815 1,056 0.03% 0.03% 830 0 0.0% Q2 2026 Aug 03, 2026
Wealthfront Advisers LLC History No change 4,804 1,054 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 4,797 1,052 0.02% 0.02% 832 0 0.0% Q2 2026 Jul 14, 2026
Embree Financial Group History No change 4,795 1,052 0.11% 0.11% 833 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 4,791 1,051 0.0% 0.0% 834 0 0.0% Q2 2026 Aug 13, 2026
SWEENEY & MICHEL, LLC History No change 4,654 1,050 0.28% 0.28% 835 0 0.0% Q2 2026 Aug 10, 2026
White Lighthouse Investment Management Inc. History No change 4,739 1,039 0.13% 0.13% 836 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,734 1,036 0.06% 0.06% 837 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 4,701 1,031 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 04, 2026
Wells Financial Advisors INC History No change 4,665 1,023 9.5% 9.5% 839 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 4,660 1,022 0.06% 0.06% 840 0 0.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History No change 4,656 1,021 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 14, 2026
Wealth Dimensions Group, Ltd. History No change 4,645 1,019 0.18% 0.18% 842 0 0.0% Q2 2026 Jul 22, 2026
KELLY FINANCIAL GROUP LLC History No change 4,612 1,011 0.22% 0.22% 843 0 0.0% Q2 2026 Jul 14, 2026
Destiny Wealth Partners, LLC History No change 4,613 1,011 0.14% 0.14% 844 0 0.0% Q2 2026 Aug 07, 2026
Eldridge Investment Advisors, Inc. History No change 4,564 1,001 0.2% 0.2% 845 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 4,538 995 0.06% 0.06% 846 0 0.0% Q2 2026 Jul 15, 2026
Altus Wealth Group LLC History No change 4,531 994 0.36% 0.36% 847 0 0.0% Q2 2026 Jul 17, 2026
Legacy Trust History No change 4,516 991 0.18% 0.18% 848 0 0.0% Q2 2026 Jul 31, 2026
Exchange Bank History No change 4,519 991 0.62% 0.62% 849 0 0.0% Q2 2026 Jul 08, 2026
Americana Partners, LLC History No change 4,445 975 0.02% 0.02% 850 0 0.0% Q2 2026 Aug 05, 2026
Schrum Private Wealth Management LLC History No change 5,383 975 1.0% 1.0% 851 0 0.0% Q2 2026 Aug 10, 2026
STABLEFORD CAPITAL II LLC History No change 4,430 972 0.34% 0.34% 852 0 0.0% Q2 2026 Jul 06, 2026
Trace Wealth Advisors, LLC History No change 4,434 972 0.64% 0.64% 853 0 0.0% Q2 2026 Jul 28, 2026
RMR Wealth Builders History No change 4,425 970 0.06% 0.06% 854 0 0.0% Q2 2026 Jul 24, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 4,388 962 0.11% 0.11% 855 0 0.0% Q2 2026 Jul 24, 2026
Avior Wealth Management, LLC History No change 4,383 961 0.03% 0.03% 856 0 0.0% Q2 2026 Jul 07, 2026
McAdam, LLC History No change 4,369 958 0.04% 0.04% 857 0 0.0% Q2 2026 Aug 04, 2026
Tempus Wealth Planning, LLC History No change 4,360 956 0.19% 0.19% 858 0 0.0% Q2 2026 Jul 22, 2026
Bogart Wealth, LLC History No change 4,318 947 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 4,298 943 0.06% 0.06% 860 0 0.0% Q2 2026 Aug 10, 2026
FAMILY WEALTH PARTNERS, LLC History No change 4,298 943 0.29% 0.29% 861 0 0.0% Q2 2026 Jul 10, 2026
LANE BROTHERS & CO INC History No change 4,285 940 0.61% 0.61% 862 0 0.0% Q2 2026 Aug 05, 2026
Oak Barrel Wealth Advisory LLC History No change 4,273 937 0.41% 0.41% 863 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 4,270 936 0.04% 0.04% 864 0 0.0% Q2 2026 Aug 06, 2026
Amplius Wealth Advisors, LLC History No change 4,270 936 0.07% 0.07% 865 0 0.0% Q2 2026 Jul 17, 2026
Ridgeline Wealth Planning, LLC History No change 4,255 933 0.59% 0.59% 866 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,253 933 0.09% 0.09% 867 0 0.0% Q2 2026 Aug 13, 2026
RHS Financial, LLC History No change 4,251 932 0.38% 0.38% 868 0 0.0% Q2 2026 Aug 07, 2026
Lebenthal Global Advisors, LLC History No change 4,197 920 0.12% 0.12% 869 0 0.0% Q2 2026 Jul 30, 2026
NOVEM GROUP History No change 4,193 920 0.09% 0.09% 870 0 0.0% Q2 2026 Jul 21, 2026
Peak Wealth Management LLC History No change 4,187 918 0.64% 0.64% 871 0 0.0% Q2 2026 Jul 14, 2026
Empower Advisory Group, LLC History No change 4,138 908 0.0% 0.0% 872 0 0.0% Q2 2026 Aug 12, 2026
IBEX WEALTH ADVISORS History No change 4,098 899 0.07% 0.07% 873 0 0.0% Q2 2026 Jul 27, 2026
TOWER BRIDGE ADVISORS History No change 4,085 896 0.08% 0.08% 874 0 0.0% Q2 2026 Aug 12, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 4,067 892 0.12% 0.12% 875 0 0.0% Q2 2026 Jul 24, 2026
DAVIDSON TRUST CO History No change 4,063 891 0.35% 0.35% 876 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL TRUST CO History No change 4,058 890 0.03% 0.03% 877 0 0.0% Q2 2026 Jul 30, 2026
Arcadia Wealth Management, LLC History No change 4,060 890 0.28% 0.28% 878 0 0.0% Q2 2026 Jul 20, 2026
Simplicity Wealth,LLC History No change 4,055 889 0.03% 0.03% 879 0 0.0% Q2 2026 Aug 06, 2026
New England Professional Planning Group Inc. History No change 4,045 887 0.33% 0.33% 880 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 4,029 884 0.37% 0.37% 881 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 4,000 877 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 08, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 3,974 871 0.16% 0.16% 883 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 3,971 871 0.04% 0.04% 884 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History No change 3,968 870 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 10, 2026
Paulson Wealth Management Inc. History No change 3,965 870 0.18% 0.18% 886 0 0.0% Q2 2026 Aug 04, 2026
Cherry Tree Wealth Management, LLC History No change 3,939 864 0.16% 0.16% 887 0 0.0% Q2 2026 Sep 15, 2026
Procyon Advisors, LLC History No change 3,936 863 0.04% 0.04% 888 0 0.0% Q2 2026 Jul 09, 2026
SUTTON PLACE INVESTORS LLC History No change 3,937 863 0.42% 0.42% 889 0 0.0% Q2 2026 Aug 06, 2026
Indie Asset Partners, LLC History No change 3,912 858 0.82% 0.82% 890 0 0.0% Q2 2026 Aug 07, 2026
Purpose Unlimited Inc. History No change 3,875 851 0.03% 0.03% 891 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 3,868 848 0.09% 0.09% 892 0 0.0% Q2 2026 Jul 29, 2026
LifePlan Investment Advisors, Inc. History No change 3,849 844 0.29% 0.29% 893 0 0.0% Q2 2026 Aug 11, 2026
A4 Wealth Advisors LLC History No change 3,845 843 0.56% 0.56% 894 0 0.0% Q2 2026 Jul 28, 2026
NCM Capital Management, LLC History No change 3,839 842 0.26% 0.26% 895 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History No change 3,835 841 0.07% 0.07% 896 0 0.0% Q2 2026 Jul 08, 2026
Sonoma Private Wealth LLC History No change 3,836 841 0.9% 0.9% 897 0 0.0% Q2 2026 Aug 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 3,826 839 0.35% 0.35% 898 0 0.0% Q2 2026 Jul 16, 2026
PKS Advisory Services, LLC History No change 3,803 834 0.13% 0.13% 899 0 0.0% Q2 2026 Aug 04, 2026
FIRST MANHATTAN CO. LLC. History No change 3,798 833 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 3,800 833 0.07% 0.07% 901 0 0.0% Q2 2026 Jul 13, 2026
MKT Advisors LLC History No change 3,828 833 0.26% 0.26% 902 0 0.0% Q2 2026 Jul 09, 2026
Union Bancaire Privee, UBP SA History No change 3,829 832 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 16, 2026
Fiduciary Alliance LLC History No change 3,790 831 0.06% 0.06% 904 0 0.0% Q2 2026 Jul 20, 2026
Emprise Bank History No change 3,780 829 0.31% 0.31% 905 0 0.0% Q2 2026 Jul 07, 2026
Marshall Financial Group, LLC History No change 3,755 823 0.12% 0.12% 906 0 0.0% Q2 2026 Jul 17, 2026
THEORY FINANCIAL LLC History No change 3,735 819 0.26% 0.26% 907 0 0.0% Q2 2026 Jul 31, 2026
TRED AVON FAMILY WEALTH, LLC History No change 3,730 818 0.25% 0.25% 908 0 0.0% Q2 2026 Aug 10, 2026
Moors & Cabot, Inc. History No change 3,712 814 0.03% 0.03% 909 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 3,710 814 0.01% 0.01% 910 0 0.0% Q2 2026 Aug 04, 2026
Firestone Capital Management History No change 3,707 813 0.15% 0.15% 911 0 0.0% Q2 2026 Jul 31, 2026
Moss Adams Wealth Advisors LLC History No change 3,699 811 0.05% 0.05% 912 0 0.0% Q2 2026 Jul 27, 2026
Quantum Portfolio Management LLC History No change 3,670 805 0.29% 0.29% 913 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 3,640 799 0.1% 0.1% 914 0 0.0% Q2 2026 Jul 23, 2026
JGP Wealth Management, LLC History No change 3,636 797 0.07% 0.07% 915 0 0.0% Q2 2026 Jul 07, 2026
Boston Trust Walden Corp History No change 3,632 796 0.01% 0.01% 916 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 3,617 793 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 13, 2026
Wilkins Miller Wealth Management, LLC History No change 3,608 791 0.43% 0.43% 918 0 0.0% Q2 2026 Jul 21, 2026
Northside Capital Management, LLC History No change 3,582 786 0.06% 0.06% 919 0 0.0% Q2 2026 Jul 10, 2026
FLAGSTAR SECURITIES, INC History No change 3,581 785 0.24% 0.24% 920 0 0.0% Q2 2026 Jul 15, 2026
SIGNATUREFD, LLC History No change 3,562 781 0.01% 0.01% 921 0 0.0% Q2 2026 Jul 23, 2026
MBL Wealth, LLC History No change 3,539 776 0.05% 0.05% 922 0 0.0% Q2 2026 Jul 15, 2026
CULLEN/FROST BANKERS, INC. History No change 3,531 774 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 27, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,520 772 0.1% 0.1% 924 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 3,522 772 0.11% 0.11% 925 0 0.0% Q2 2026 Aug 05, 2026
Independence Bank of Kentucky History No change 3,507 769 0.09% 0.09% 926 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 3,498 767 0.02% 0.02% 927 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 3,499 767 0.03% 0.03% 928 0 0.0% Q2 2026 Jul 31, 2026
Root Financial Partners, LLC History No change 3,497 767 0.03% 0.03% 929 0 0.0% Q2 2026 Jul 29, 2026
NorthCoast Asset Management LLC History No change 3,490 766 0.02% 0.02% 930 0 0.0% Q2 2026 Aug 12, 2026
TFR Capital, LLC. History No change 3,491 766 0.22% 0.22% 931 0 0.0% Q2 2026 Aug 06, 2026
EQ LLC History No change 3,464 760 0.19% 0.19% 932 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Management History No change 3,462 759 0.8% 0.8% 933 0 0.0% Q2 2026 Aug 10, 2026
Oxinas Partners, LLC History No change 3,441 755 0.3% 0.3% 934 0 0.0% Q2 2026 Jul 14, 2026
Olde Wealth Management, LLC History No change 3,427 751 0.21% 0.21% 935 0 0.0% Q2 2026 Aug 13, 2026
Legacy Advisors, LLC History No change 3,422 750 0.07% 0.07% 936 0 0.0% Q2 2026 Jul 24, 2026
Compagnie Lombard Odier SCmA History No change 3,400 746 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 29, 2026
GenTrust, LLC History No change 3,400 746 0.03% 0.03% 938 0 0.0% Q2 2026 Aug 06, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,397 745 0.05% 0.05% 939 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,385 742 0.01% 0.01% 940 0 0.0% Q2 2026 Aug 07, 2026
Rathbones Group PLC History No change 3,369 739 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 23, 2026
Palatine Hill Wealth Management, LLC History No change 3,367 738 0.59% 0.59% 942 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 3,360 737 0.09% 0.09% 943 0 0.0% Q2 2026 Jul 28, 2026
PFG Private Wealth Management, LLC History No change 3,344 733 0.32% 0.32% 944 0 0.0% Q2 2026 Jul 23, 2026
Integrated Advisors Network LLC History No change 3,340 732 0.03% 0.03% 945 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,331 730 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 11, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,314 727 0.06% 0.06% 947 0 0.0% Q2 2026 Aug 14, 2026
YARGER WEALTH STRATEGIES, LLC History No change 3,307 726 0.26% 0.26% 948 0 0.0% Q2 2026 Jul 14, 2026
OneAscent Family Office, LLC History No change 3,308 725 0.37% 0.37% 949 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,301 724 0.04% 0.04% 950 0 0.0% Q2 2026 Aug 11, 2026
Zhang Financial LLC History No change 3,300 724 0.02% 0.02% 951 0 0.0% Q2 2026 Jul 30, 2026
BridgePort Financial Solutions, LLC History No change 3,299 723 0.18% 0.18% 952 0 0.0% Q2 2026 Jul 24, 2026
ZENITH SOLUTIONS, INC. History No change 3,294 722 0.65% 0.65% 953 0 0.0% Q2 2026 Aug 03, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 3,244 720 0.01% 0.01% 954 +155 5.02% Q3 2026 Oct 05, 2026
Cassilly Financial Group LLC History No change 3,285 720 0.52% 0.52% 955 0 0.0% Q2 2026 Jul 15, 2026
Fortis Group Advisors, LLC History No change 3,279 719 0.11% 0.11% 956 0 0.0% Q2 2026 Jul 24, 2026
Strathmore Capital Advisors, Inc. History No change 3,270 713 0.19% 0.19% 957 0 0.0% Q2 2026 Aug 10, 2026
Oath Planning, LLC History No change 3,247 712 0.53% 0.53% 958 0 0.0% Q2 2026 Jul 24, 2026
Palisade Asset Management, LLC History No change 3,210 704 0.06% 0.06% 959 0 0.0% Q2 2026 Jul 20, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 3,211 704 0.6% 0.6% 960 0 0.0% Q2 2026 Aug 03, 2026
Lantern Wealth Advisors, LLC History No change 3,203 702 0.32% 0.32% 961 0 0.0% Q2 2026 Jul 28, 2026
BOKF, NA History No change 3,173 696 0.01% 0.01% 962 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,174 696 0.07% 0.07% 963 0 0.0% Q2 2026 Aug 07, 2026
Legacy Financial Group LLC History No change 3,168 695 0.08% 0.08% 964 0 0.0% Q2 2026 Aug 05, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 3,104 689 0.18% 0.18% 965 0 0.0% Q3 2026 Oct 06, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 3,117 683 0.18% 0.18% 966 0 0.0% Q2 2026 Jul 09, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,104 681 0.02% 0.02% 967 0 0.0% Q2 2026 Aug 05, 2026
Smithfield Trust Co History No change 3,108 680 0.03% 0.03% 968 0 0.0% Q2 2026 Aug 05, 2026
Prime Buchholz LLC History No change 3,100 680 0.25% 0.25% 969 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 3,096 679 0.07% 0.07% 970 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 3,088 677 0.01% 0.01% 971 0 0.0% Q2 2026 Aug 11, 2026
DLK Investment Management, LLC History No change 3,940 672 0.29% 0.29% 972 0 0.0% Q2 2026 Jul 14, 2026
DEUTSCHE BANK AG\ History No change 3,055 670 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 3,040 667 0.05% 0.05% 974 0 0.0% Q2 2026 Sep 15, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 3,026 663 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 22, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 2,998 657 0.49% 0.49% 976 0 0.0% Q2 2026 Jul 30, 2026
Genesis Wealth Advisors, LLC History No change 2,967 651 0.39% 0.39% 977 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 2,969 651 0.05% 0.05% 978 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History No change 2,954 648 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 07, 2026
Tolleson Wealth Management, Inc. History No change 2,957 648 0.09% 0.09% 980 0 0.0% Q2 2026 Aug 13, 2026
Aureus Asset Management, LLC History No change 2,951 647 0.04% 0.04% 981 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,950 647 0.14% 0.14% 982 0 0.0% Q2 2026 Jul 07, 2026
Investment Research Partners LLC History No change 2,946 646 0.22% 0.22% 983 0 0.0% Q2 2026 Aug 04, 2026
Accelerate Investment Advisors LLC History No change 2,942 645 0.37% 0.37% 984 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,939 644 0.04% 0.04% 985 0 0.0% Q2 2026 Jul 31, 2026
COWA, LLC History No change 2,909 644 0.16% 0.16% 986 0 0.0% Q2 2026 Aug 05, 2026
Opus Financial Solutions LLC History No change 2,935 644 0.52% 0.52% 987 0 0.0% Q2 2026 Jul 24, 2026
SYM FINANCIAL Corp History No change 2,923 641 0.05% 0.05% 988 0 0.0% Q2 2026 Aug 04, 2026
Wealth Management Associates, Inc. History No change 2,919 640 0.18% 0.18% 989 0 0.0% Q2 2026 Jul 21, 2026
Baldwin Investment Management, LLC History No change 2,904 637 0.06% 0.06% 990 0 0.0% Q2 2026 Jul 28, 2026
AlphaStar Capital Management, LLC History No change 2,906 637 0.04% 0.04% 991 0 0.0% Q2 2026 Jul 30, 2026
Beaumont Financial Advisors, LLC History No change 2,862 628 0.04% 0.04% 992 0 0.0% Q2 2026 Aug 04, 2026
First Financial Group Corp History No change 2,839 622 0.45% 0.45% 993 0 0.0% Q2 2026 Jul 15, 2026
International Private Wealth Advisors LLC History No change 2,832 621 0.32% 0.32% 994 0 0.0% Q2 2026 Aug 07, 2026
Fort Point Capital Partners LLC History No change 2,826 620 0.04% 0.04% 995 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,824 619 0.05% 0.05% 996 0 0.0% Q2 2026 Jul 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 2,819 618 0.19% 0.19% 997 0 0.0% Q2 2026 Jul 31, 2026
NWF Advisory Services Inc. History No change 2,819 618 0.06% 0.06% 998 0 0.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 2,807 615 0.14% 0.14% 999 0 0.0% Q2 2026 Aug 13, 2026
Ballast Rock Private Wealth LLC History No change 2,803 615 0.28% 0.28% 1000 0 0.0% Q2 2026 Aug 10, 2026
ELEVATE WEALTH ADVISORY, INC History No change 2,801 614 0.35% 0.35% 1001 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 2,777 609 0.05% 0.05% 1002 0 0.0% Q2 2026 Aug 17, 2026
Empowered Funds, LLC History No change 2,774 608 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 14, 2026
NOVUS ADVISORS, LLC History No change 2,767 607 1.27% 1.27% 1004 0 0.0% Q2 2026 Jul 27, 2026
Curry Webb Wealth Management LLC History No change 2,763 606 0.25% 0.25% 1005 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 2,759 605 0.07% 0.07% 1006 0 0.0% Q2 2026 Aug 14, 2026
Fermata Advisors, LLC History No change 2,758 605 0.12% 0.12% 1007 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 2,753 604 0.0% 0.0% 1008 0 0.0% Q2 2026 Aug 13, 2026
Richard P Slaughter Associates Inc History No change 2,757 604 0.12% 0.12% 1009 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, LLC History No change 2,747 602 0.03% 0.03% 1010 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History No change 2,735 600 0.02% 0.02% 1011 0 0.0% Q2 2026 Jul 13, 2026
First Heartland Consultants, Inc. History No change 2,719 596 0.04% 0.04% 1012 0 0.0% Q2 2026 Jul 08, 2026
Index Technologies Group LLC History No change 2,717 596 0.48% 0.48% 1013 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 2,715 595 0.03% 0.03% 1014 0 0.0% Q2 2026 Aug 11, 2026
CWA Asset Management Group, LLC History No change 2,711 594 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 14, 2026
Russell Investments Group, Ltd. History No change 2,666 585 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 2,664 584 0.04% 0.04% 1017 0 0.0% Q2 2026 Jul 23, 2026
Avail Investment Partners, LLC History No change 2,651 581 0.45% 0.45% 1018 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 2,646 580 0.04% 0.04% 1019 0 0.0% Q2 2026 Jul 29, 2026
IPG Investment Advisors LLC History No change 2,637 578 0.08% 0.08% 1020 0 0.0% Q2 2026 Aug 12, 2026
Pinion Investment Advisors, LLC History No change 2,633 577 0.11% 0.11% 1021 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 2,623 575 0.03% 0.03% 1022 0 0.0% Q2 2026 Aug 11, 2026
Wise Wealth Partners History No change 2,623 575 0.98% 0.98% 1023 0 0.0% Q2 2026 Jul 28, 2026
46 Peaks LLC History No change 2,622 575 0.36% 0.36% 1024 0 0.0% Q2 2026 Aug 04, 2026
Citizens National Bank Trust Department History No change 2,606 571 0.08% 0.08% 1025 0 0.0% Q2 2026 Jul 22, 2026
Mosley Wealth Management History No change 2,602 571 0.18% 0.18% 1026 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 2,600 570 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation Strategies LLC History No change 2,599 570 0.09% 0.09% 1028 0 0.0% Q2 2026 Aug 17, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,589 568 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 31, 2026
Box Hill Private Wealth LLC History Added to 2,555 567 0.41% 0.45% 1031 +20 0.79% Q3 2026 Oct 05, 2026
4J Wealth Management LLC History No change 2,588 567 0.28% 0.28% 1030 0 0.0% Q2 2026 Jul 21, 2026
San Luis Wealth Advisors LLC History No change 2,572 564 0.08% 0.08% 1032 0 0.0% Q2 2026 Jul 16, 2026
Heritage Family Offices, LLP History No change 2,558 561 0.22% 0.22% 1033 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,558 561 0.22% 0.22% 1034 0 0.0% Q2 2026 Jul 06, 2026
Parkwoods Wealth Partners, LLC History No change 2,541 557 0.09% 0.09% 1035 0 0.0% Q2 2026 Jul 27, 2026
WADDELL & ASSOCIATES, LLC History No change 2,537 556 0.03% 0.03% 1036 0 0.0% Q2 2026 Jul 15, 2026
Frederick Financial Consultants, LLC History No change 2,520 552 0.23% 0.23% 1037 0 0.0% Q2 2026 Aug 14, 2026
Lansing Street Advisors History No change 2,507 550 0.12% 0.12% 1038 0 0.0% Q2 2026 Jul 24, 2026
Compass Wealth Management, LLC/GA History No change 2,508 550 0.22% 0.22% 1039 0 0.0% Q2 2026 Jul 21, 2026
LS Investment Advisors, LLC History No change 2,505 549 0.07% 0.07% 1040 0 0.0% Q2 2026 Jul 21, 2026
Disciplined Investments, LLC History No change 2,503 549 0.18% 0.18% 1041 0 0.0% Q2 2026 Aug 07, 2026
VIAWEALTH, LLC History No change 2,503 549 0.28% 0.28% 1042 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 2,500 548 0.05% 0.05% 1043 0 0.0% Q2 2026 Aug 13, 2026
Forefront Wealth Partners, LLC History No change 2,481 544 0.17% 0.17% 1044 0 0.0% Q2 2026 Aug 20, 2026
L. Roy Papp & Associates, LLP History No change 2,461 540 0.06% 0.06% 1045 0 0.0% Q2 2026 Jul 23, 2026
SAPIENT CAPITAL LLC History No change 2,462 540 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 09, 2026
FSM Wealth Advisors, LLC History No change 2,451 537 0.06% 0.06% 1047 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 2,439 535 0.03% 0.03% 1048 0 0.0% Q2 2026 Jul 30, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,432 533 0.27% 0.27% 1049 0 0.0% Q2 2026 Aug 18, 2026
Daybright Advisory Services, Inc. History No change 2,427 532 0.13% 0.13% 1050 0 0.0% Q2 2026 Aug 04, 2026
Cadia Private Client LLC History No change 2,427 532 0.38% 0.38% 1051 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 2,417 530 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 2,409 528 0.09% 0.09% 1053 0 0.0% Q2 2026 Jul 24, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,384 523 0.01% 0.01% 1054 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 2,388 523 0.02% 0.02% 1055 0 0.0% Q2 2026 Jul 27, 2026
Factor Wealth Management LTD History No change 2,372 520 0.08% 0.08% 1056 0 0.0% Q2 2026 Jul 07, 2026
Integrity Financial Corp /WA History No change 2,368 519 0.25% 0.25% 1057 0 0.0% Q2 2026 Jul 31, 2026
Turtle Creek Wealth Advisors, LLC History No change 2,364 518 0.03% 0.03% 1058 0 0.0% Q2 2026 Jul 27, 2026
Harbor Asset Planning, Inc. History No change 2,364 518 0.39% 0.39% 1059 0 0.0% Q2 2026 Jul 22, 2026
Causey Wealth LLC History No change 2,364 518 0.2% 0.2% 1060 0 0.0% Q2 2026 Aug 11, 2026
R2 Capital Strategies, LLC History No change 2,364 518 0.23% 0.23% 1061 0 0.0% Q2 2026 Jul 23, 2026
PHILADELPHIA TRUST CO History No change 2,356 517 0.03% 0.03% 1062 0 0.0% Q2 2026 Aug 10, 2026
AMG Asset Management Group, Inc. History No change 2,351 515 0.32% 0.32% 1063 0 0.0% Q2 2026 Jul 29, 2026
Fortune Financial Advisors, LLC History No change 2,343 514 0.22% 0.22% 1064 0 0.0% Q2 2026 Jul 22, 2026
Portfolio Resources Advisor Group, Inc. History No change 2,340 513 0.43% 0.43% 1065 0 0.0% Q2 2026 Jul 29, 2026
TCFG Investment Advisors, LLC History No change 2,331 511 0.17% 0.17% 1066 0 0.0% Q2 2026 Jul 17, 2026
Busey Bank History No change 2,328 510 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 13, 2026
Williams Jones Wealth Management, LLC. History No change 2,327 510 0.01% 0.01% 1068 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History No change 2,320 509 0.08% 0.08% 1069 0 0.0% Q2 2026 Jul 07, 2026
Wescott Financial Advisory Group, LLC History No change 2,319 508 0.04% 0.04% 1070 0 0.0% Q2 2026 Aug 04, 2026
Empirical Asset Management, LLC History No change 2,313 507 0.11% 0.11% 1071 0 0.0% Q2 2026 Aug 10, 2026
SFMG, LLC History No change 2,310 506 0.03% 0.03% 1072 0 0.0% Q2 2026 Aug 13, 2026
CogentBlue Wealth Advisors, LLC History No change 2,306 506 0.29% 0.29% 1073 0 0.0% Q2 2026 Jul 16, 2026
Unify Financial Advisors History No change 2,310 506 0.47% 0.47% 1074 0 0.0% Q2 2026 Jul 21, 2026
CapWealth Advisors, LLC History No change 2,270 504 0.04% 0.03% 1075 0 0.0% Q3 2026 Oct 05, 2026
BNB Wealth Management, LLC History No change 2,293 503 0.27% 0.27% 1076 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 2,278 499 0.11% 0.11% 1077 0 0.0% Q2 2026 Aug 10, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 2,510 498 0.07% 0.07% 1078 0 0.0% Q2 2026 Aug 11, 2026
Atlas Brown,Inc. History No change 2,266 497 0.13% 0.13% 1079 0 0.0% Q2 2026 Jul 09, 2026
Kaufman Rossin Wealth, LLC History No change 2,271 496 0.23% 0.23% 1080 0 0.0% Q2 2026 Jul 16, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 2,256 495 0.17% 0.17% 1081 0 0.0% Q2 2026 Jul 30, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 2,251 493 0.04% 0.04% 1082 0 0.0% Q2 2026 Aug 06, 2026
Ledyard National Bank History No change 2,241 491 0.04% 0.04% 1083 0 0.0% Q2 2026 Jul 16, 2026
Gemmer Asset Management LLC History No change 2,242 491 0.03% 0.03% 1084 0 0.0% Q2 2026 Jul 15, 2026
JDM Financial Group LLC History No change 2,234 490 0.17% 0.17% 1085 0 0.0% Q2 2026 Aug 17, 2026
Sensible Money, LLC History No change 2,232 489 0.13% 0.13% 1086 0 0.0% Q2 2026 Jul 30, 2026
COFG Advisors, LLC History No change 2,229 489 0.08% 0.08% 1087 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,218 486 0.01% 0.01% 1088 0 0.0% Q2 2026 Jul 17, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,212 485 0.19% 0.19% 1089 0 0.0% Q2 2026 Jul 09, 2026
Darden Wealth Group Inc History No change 2,209 484 0.19% 0.19% 1090 0 0.0% Q2 2026 Aug 06, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,203 483 0.09% 0.09% 1091 0 0.0% Q2 2026 Jul 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 2,199 482 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 17, 2026
Leading Edge Financial Planning LLC History No change 2,197 482 0.09% 0.09% 1093 0 0.0% Q2 2026 Aug 06, 2026
Oregon Pacific Wealth Management, LLC History No change 2,197 482 0.45% 0.45% 1094 0 0.0% Q2 2026 Jul 22, 2026
Grey Ledge Advisors, LLC History No change 2,189 480 0.1% 0.1% 1095 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 2,175 477 0.01% 0.01% 1096 0 0.0% Q2 2026 Jul 20, 2026
XY Planning Network, Inc. History No change 2,173 476 0.06% 0.06% 1097 0 0.0% Q2 2026 Jul 14, 2026
SEI INVESTMENTS CO History No change 2,168 475 0.0% 0.0% 1098 0 0.0% Q2 2026 Aug 14, 2026
Arvest Bank Trust Division History No change 2,165 475 0.02% 0.02% 1099 0 0.0% Q2 2026 Aug 13, 2026
Argentarii, LLC History No change 2,113 475 0.14% 0.14% 1100 0 0.0% Q2 2026 Aug 12, 2026
Morton Capital Management LLC/CA History No change 2,163 474 0.06% 0.06% 1101 0 0.0% Q2 2026 Jul 23, 2026
Town Capital LLC History No change 2,156 473 0.3% 0.3% 1102 0 0.0% Q2 2026 Jul 27, 2026
BCU Wealth Advisors, LLC History No change 2,158 473 0.16% 0.16% 1103 0 0.0% Q2 2026 Jul 14, 2026
Advisory Alpha, LLC History No change 2,146 471 0.01% 0.01% 1104 0 0.0% Q2 2026 Aug 11, 2026
Milestone Asset Management Group, LLC History No change 2,147 471 0.24% 0.24% 1105 0 0.0% Q2 2026 Jul 30, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,143 470 0.03% 0.03% 1106 0 0.0% Q2 2026 Jul 29, 2026
REYL & Cie S.A. History No change 2,445 470 0.54% 0.54% 1107 0 0.0% Q2 2026 Oct 02, 2026
Lodestone Wealth Management LLC History No change 2,130 467 0.16% 0.16% 1108 0 0.0% Q2 2026 Jul 23, 2026
Klingman & Associates, LLC History No change 2,114 463 0.02% 0.02% 1109 0 0.0% Q2 2026 Jul 29, 2026
True North Advisors, LLC History No change 2,107 462 0.04% 0.04% 1110 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 2,103 461 0.14% 0.14% 1111 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 2,095 459 0.02% 0.02% 1112 0 0.0% Q2 2026 Jul 10, 2026
Veridan Wealth LLC History No change 2,083 457 0.16% 0.16% 1113 0 0.0% Q2 2026 Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 2,077 455 0.16% 0.16% 1114 0 0.0% Q2 2026 Aug 11, 2026
Investment Planning Advisors, Inc. History No change 2,078 455 0.11% 0.11% 1115 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 2,073 454 0.01% 0.01% 1116 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 2,068 453 0.03% 0.03% 1117 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History No change 2,061 452 0.01% 0.01% 1118 0 0.0% Q2 2026 Aug 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 2,060 452 0.06% 0.06% 1119 0 0.0% Q2 2026 Jul 31, 2026
Frankly Finances, LLC History No change 2,062 452 0.36% 0.36% 1120 0 0.0% Q2 2026 Jul 15, 2026
Quantbot Technologies LP History No change 2,058 451 0.02% 0.02% 1121 0 0.0% Q2 2026 Aug 12, 2026
MSH Capital Advisors LLC History No change 2,059 451 0.08% 0.08% 1122 0 0.0% Q2 2026 Aug 10, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 2,022 449 0.29% 0.28% 1123 -60 -2.88% Q3 2026 Oct 07, 2026
FLP Wealth Management, LLC History No change 2,025 444 0.79% 0.79% 1124 0 0.0% Q2 2026 Jul 28, 2026
Riverbend Wealth Management, LLC History No change 2,023 443 0.22% 0.22% 1125 0 0.0% Q2 2026 Jul 22, 2026
Koshinski Asset Management, Inc. History No change 2,015 442 0.02% 0.02% 1126 0 0.0% Q2 2026 Jul 27, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 2,012 441 0.06% 0.06% 1127 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 2,003 439 0.04% 0.04% 1128 0 0.0% Q2 2026 Jul 14, 2026
GUERRA PAN ADVISORS, LLC History No change 1,993 437 0.24% 0.24% 1129 0 0.0% Q2 2026 Aug 12, 2026
Quotient Wealth Partners, LLC History No change 1,980 434 0.01% 0.01% 1130 0 0.0% Q2 2026 Aug 03, 2026
WHALEROCK POINT PARTNERS, LLC History No change 1,975 433 0.07% 0.07% 1131 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,969 432 0.09% 0.09% 1132 0 0.0% Q2 2026 Jul 17, 2026
Clarity Financial LLC History No change 1,973 432 0.04% 0.04% 1133 0 0.0% Q2 2026 Jul 20, 2026
Clearwater Capital Advisors, LLC History No change 1,965 431 0.03% 0.03% 1134 0 0.0% Q2 2026 Aug 06, 2026
OakTrust Wealth Advisors, LLC History No change 1,965 431 0.37% 0.37% 1135 0 0.0% Q2 2026 Aug 06, 2026
Investment Management Trust, LLC History No change 1,968 431 0.39% 0.39% 1136 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,960 430 0.04% 0.04% 1137 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 1,958 430 0.28% 0.28% 1138 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 1,959 429 0.03% 0.03% 1139 0 0.0% Q2 2026 Jul 09, 2026
Lee Financial Co History No change 1,928 423 0.05% 0.05% 1140 0 0.0% Q2 2026 Jul 22, 2026
W1M Asset Management Ltd History No change 1,921 422 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 12, 2026
CWS Financial Advisors, LLC History No change 1,920 421 0.09% 0.09% 1142 0 0.0% Q2 2026 Jul 30, 2026
Napier Financial, LLC History No change 1,916 420 0.09% 0.09% 1143 0 0.0% Q2 2026 Jul 31, 2026
LVW Advisors, LLC History No change 1,913 419 0.04% 0.04% 1144 0 0.0% Q2 2026 Jul 15, 2026
Elevation Wealth Management LLC History No change 1,911 419 0.31% 0.31% 1145 0 0.0% Q2 2026 Jul 29, 2026
J. M. Brown & Associates Inc. History No change 1,910 419 0.24% 0.24% 1146 0 0.0% Q2 2026 Jul 23, 2026
LifeGoal Investments, LLC History No change 1,908 418 0.19% 0.19% 1147 0 0.0% Q2 2026 Jul 08, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 1,899 416 0.12% 0.12% 1148 0 0.0% Q2 2026 Jul 28, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 1,899 416 0.19% 0.19% 1149 0 0.0% Q2 2026 Aug 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 1,871 415 0.08% 0.05% 1150 +709 61.02% Q3 2026 Oct 05, 2026
KERR FINANCIAL PLANNING Corp History No change 1,895 415 0.46% 0.46% 1151 0 0.0% Q2 2026 Jul 02, 2026
Coastal Bridge Advisors, LLC History No change 1,890 414 0.03% 0.03% 1152 0 0.0% Q2 2026 Aug 17, 2026
Apex Wealth Management, LLC History No change 1,878 412 0.25% 0.25% 1153 0 0.0% Q2 2026 Aug 11, 2026
Bullock Wealth Management Group History No change 1,885 412 0.18% 0.18% 1154 0 0.0% Q2 2026 Aug 19, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 1,877 411 0.08% 0.08% 1155 0 0.0% Q2 2026 Jul 09, 2026
Provident Wealth Management, LLC History No change 1,872 410 0.11% 0.11% 1156 0 0.0% Q2 2026 Aug 04, 2026
Hunter Perkins Capital Management, LLC History No change 1,868 410 0.09% 0.09% 1157 0 0.0% Q2 2026 Jul 16, 2026
Intrua Financial, LLC History No change 1,869 410 0.04% 0.04% 1158 0 0.0% Q2 2026 Jul 24, 2026
Accurate Wealth Management, LLC History No change 1,868 410 0.04% 0.04% 1159 0 0.0% Q2 2026 Jul 14, 2026
Payne Capital LLC History No change 1,867 409 0.34% 0.34% 1160 0 0.0% Q2 2026 Aug 11, 2026
PCM Encore, LLC History No change 1,866 409 0.07% 0.07% 1161 0 0.0% Q2 2026 Aug 11, 2026
Colter Lewis Investment Partners LLC History No change 1,857 407 0.18% 0.18% 1162 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 1,853 406 0.05% 0.05% 1163 0 0.0% Q2 2026 Jul 27, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,824 405 0.01% 0.01% 1164 -82 -4.3% Q3 2026 Oct 05, 2026
GAMMA Investing LLC History No change 1,840 403 0.01% 0.01% 1165 0 0.0% Q2 2026 Jul 07, 2026
Redwood Investment Management, LLC History No change 1,823 400 0.04% 0.04% 1166 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 1,816 398 0.09% 0.09% 1167 0 0.0% Q2 2026 Aug 10, 2026
FORTEM FINANCIAL GROUP, LLC History No change 1,813 397 0.08% 0.08% 1168 0 0.0% Q2 2026 Jul 20, 2026
Joel Isaacson & Co., LLC History No change 1,808 396 0.01% 0.01% 1169 0 0.0% Q2 2026 Aug 04, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,782 396 0.11% 0.11% 1170 0 0.0% Q3 2026 Oct 05, 2026
Alpha Financial Partners LLC History No change 1,807 396 0.21% 0.21% 1171 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 1,800 394 0.07% 0.07% 1172 0 0.0% Q2 2026 Aug 12, 2026
BAM Wealth Management, LLC History No change 1,798 394 0.25% 0.25% 1173 0 0.0% Q2 2026 Jul 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 1,797 394 0.05% 0.05% 1174 0 0.0% Q2 2026 Aug 13, 2026
Advance Capital Management, Inc. History No change 1,793 393 0.01% 0.01% 1175 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 1,787 392 0.07% 0.07% 1176 0 0.0% Q2 2026 Jul 31, 2026
STAGE HARBOR FINANCIAL, LLC History No change 1,778 390 0.23% 0.23% 1177 0 0.0% Q2 2026 Aug 07, 2026
Commonwealth Financial Services, LLC History No change 1,774 389 0.05% 0.05% 1178 0 0.0% Q2 2026 Jul 15, 2026
Empire Life Investments Inc. History No change 1,750 384 0.02% 0.02% 1179 0 0.0% Q2 2026 Jul 24, 2026
Curtis Advisory Group, LLC History No change 1,752 384 0.07% 0.07% 1180 0 0.0% Q2 2026 Jul 29, 2026
Adelphi Trust Co History No change 1,730 384 0.25% 0.25% 1181 0 0.0% Q3 2026 Oct 05, 2026
BLALOCK WILLIAMS, LLC History No change 1,746 383 0.25% 0.25% 1182 0 0.0% Q2 2026 Aug 07, 2026
Diversified Portfolios, Inc. History No change 1,745 382 0.03% 0.03% 1183 0 0.0% Q2 2026 Aug 04, 2026
HBW ADVISORY SERVICES LLC History No change 1,741 382 0.03% 0.03% 1184 0 0.0% Q2 2026 Jul 16, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 1,735 380 0.02% 0.02% 1185 0 0.0% Q2 2026 Jul 23, 2026
Headlands Technologies LLC History No change 1,720 377 0.04% 0.04% 1186 0 0.0% Q2 2026 Aug 12, 2026
CPA Asset Management Group, LLC History No change 1,721 377 0.11% 0.11% 1187 0 0.0% Q2 2026 Jul 09, 2026
Clark Capital Management Group, Inc. History No change 1,714 376 0.0% 0.0% 1188 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 1,704 373 0.02% 0.02% 1189 0 0.0% Q2 2026 Aug 07, 2026
Hobbs Wealth Management, LLC History No change 1,700 373 0.32% 0.32% 1190 0 0.0% Q2 2026 Aug 06, 2026
Envision Financial Planning, LLC History No change 1,694 371 0.12% 0.12% 1191 0 0.0% Q2 2026 Aug 14, 2026
Nikulski Financial, Inc. History No change 1,683 369 0.08% 0.08% 1192 0 0.0% Q2 2026 Jul 28, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,681 368 0.01% 0.01% 1193 0 0.0% Q2 2026 Jul 14, 2026
Solstein Capital, LLC History No change 1,674 367 0.13% 0.13% 1194 0 0.0% Q2 2026 Aug 12, 2026
CHANNEL WEALTH LLC History No change 1,676 367 0.08% 0.08% 1195 0 0.0% Q2 2026 Aug 04, 2026
Warren Street Wealth Advisors, LLC History No change 1,666 365 0.08% 0.08% 1196 0 0.0% Q2 2026 Jul 22, 2026
Fund Evaluation Group, LLC History No change 1,661 364 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 07, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,658 363 0.01% 0.01% 1198 0 0.0% Q2 2026 Aug 07, 2026
Black Diamond Financial, LLC History No change 1,658 363 0.03% 0.03% 1199 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Counsel, LLC History No change 1,659 363 0.04% 0.04% 1200 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management Group, Inc. History No change 1,648 361 0.17% 0.17% 1201 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 1,644 360 0.02% 0.02% 1202 0 0.0% Q2 2026 Aug 20, 2026
Gilliland Jeter Wealth Management LLC History No change 1,632 358 0.09% 0.09% 1203 0 0.0% Q2 2026 Jul 29, 2026
INVESTED ADVISORS History No change 1,635 358 0.32% 0.32% 1204 0 0.0% Q2 2026 Aug 04, 2026
American Wealth Advisors, LLC History No change 1,635 358 0.34% 0.34% 1205 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Group, LLC History No change 1,627 357 0.02% 0.02% 1206 0 0.0% Q2 2026 Jul 27, 2026
Farnam Financial LLC History No change 1,620 355 0.26% 0.26% 1207 0 0.0% Q2 2026 Jul 22, 2026
Falcon Wealth Planning History No change 1,614 354 0.02% 0.02% 1208 0 0.0% Q2 2026 Jul 13, 2026
Confluence Wealth Services, Inc. History No change 1,616 354 0.01% 0.01% 1209 0 0.0% Q2 2026 Jul 22, 2026
SIMA Wealth Partners, LLC History No change 1,617 354 0.25% 0.25% 1210 0 0.0% Q2 2026 Jul 28, 2026
Beacon Wealthcare LLC History No change 1,581 351 0.11% 0.11% 1211 0 0.0% Q3 2026 Oct 02, 2026
RAM Investment Partners, LLC History No change 1,602 351 0.06% 0.06% 1212 0 0.0% Q2 2026 Jul 29, 2026
Revisor Wealth Management LLC History No change 1,598 350 0.08% 0.08% 1213 0 0.0% Q2 2026 Jul 21, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 1,595 349 0.54% 0.54% 1214 0 0.0% Q2 2026 Aug 11, 2026
Hobart Private Capital, LLC History No change 1,595 349 0.06% 0.06% 1215 0 0.0% Q2 2026 Jul 06, 2026
Essential Investment Partners LLC History No change 1,590 348 0.28% 0.28% 1216 0 0.0% Q2 2026 Jul 15, 2026
MONTAG A & ASSOCIATES INC History No change 1,586 347 0.01% 0.01% 1217 0 0.0% Q2 2026 Aug 05, 2026
Sterling Financial Planning, Inc. History No change 1,583 347 0.09% 0.09% 1218 0 0.0% Q2 2026 Aug 11, 2026
Hurlow Wealth Management Group, Inc. History No change 1,579 346 0.07% 0.07% 1219 0 0.0% Q2 2026 Aug 05, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,579 346 0.17% 0.17% 1220 0 0.0% Q2 2026 Aug 12, 2026
Cannon Financial Strategists, Inc. History No change 1,570 344 0.04% 0.04% 1221 0 0.0% Q2 2026 Aug 07, 2026
GFG Capital, LLC History No change 1,567 343 0.09% 0.09% 1222 0 0.0% Q2 2026 Jul 20, 2026
Colonial Trust Advisors History No change 1,560 342 0.02% 0.02% 1223 0 0.0% Q2 2026 Aug 11, 2026
NIXON PEABODY TRUST CO History No change 1,555 341 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 27, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,553 340 0.01% 0.01% 1225 0 0.0% Q2 2026 Aug 05, 2026
Frank, Rimerman Advisors LLC History No change 1,551 340 0.02% 0.02% 1226 0 0.0% Q2 2026 Jul 27, 2026
Traynor Capital Management, Inc. History No change 1,540 337 0.02% 0.02% 1227 0 0.0% Q2 2026 Jul 22, 2026
Archford Capital Strategies, LLC History No change 1,532 336 0.03% 0.03% 1228 0 0.0% Q2 2026 Jul 17, 2026
Post Resch Tallon Group Inc. History No change 1,533 336 0.23% 0.23% 1229 0 0.0% Q2 2026 Jul 07, 2026
Chancellor Financial Group WB LP History No change 1,534 336 0.21% 0.21% 1230 0 0.0% Q2 2026 Aug 10, 2026
Chatterton & Associates Inc. History No change 1,539 336 0.2% 0.2% 1231 0 0.0% Q2 2026 Jul 14, 2026
Vantus Wealth LLC History No change 1,534 336 0.18% 0.18% 1232 0 0.0% Q2 2026 Aug 07, 2026
Bluesphere Advisors LLC History No change 1,529 335 0.1% 0.1% 1233 0 0.0% Q2 2026 Jul 30, 2026
Private Wealth Asset Management, LLC History No change 1,529 335 0.03% 0.03% 1234 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 1,528 335 0.19% 0.19% 1235 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,523 334 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 13, 2026
CAMDEN NATIONAL BANK History No change 1,499 328 0.04% 0.04% 1237 0 0.0% Q2 2026 Jul 31, 2026
Timonier Family Office, LTD. History No change 1,499 328 0.09% 0.09% 1238 0 0.0% Q2 2026 Aug 03, 2026
HM PAYSON & CO History No change 1,492 327 0.0% 0.0% 1239 0 0.0% Q2 2026 Jul 17, 2026
Sanchez Wealth Management Group History No change 1,492 327 0.06% 0.06% 1240 0 0.0% Q2 2026 Jul 27, 2026
Van Diest Capital, LLC History No change 1,490 326 0.29% 0.29% 1241 0 0.0% Q2 2026 Aug 04, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 1,480 324 0.13% 0.13% 1242 0 0.0% Q2 2026 Jul 24, 2026
Westside Investment Management, Inc. History No change 1,476 323 0.04% 0.04% 1243 0 0.0% Q2 2026 Jul 27, 2026
Creekside Partners History No change 1,473 323 0.12% 0.12% 1244 0 0.0% Q2 2026 Jul 30, 2026
Exit Wealth Advisors, LLC. History No change 1,475 323 0.15% 0.15% 1245 0 0.0% Q2 2026 Aug 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,469 322 0.0% 0.0% 1246 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History No change 1,486 322 0.01% 0.01% 1247 0 0.0% Q2 2026 Jul 07, 2026
Donor Advised Charitable Giving, Inc. History No change 1,461 320 0.01% 0.01% 1248 0 0.0% Q2 2026 Jul 24, 2026
Northwest Wealth Advisors, LLC History No change 1,458 319 0.18% 0.18% 1249 0 0.0% Q2 2026 Jul 23, 2026
TFO Wealth Partners, LLC History No change 1,453 318 0.03% 0.03% 1250 0 0.0% Q2 2026 Aug 10, 2026
RPS ADVISORY SOLUTIONS LLC History No change 1,448 317 0.21% 0.21% 1251 0 0.0% Q2 2026 Aug 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 1,441 316 0.02% 0.02% 1252 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 1,446 315 0.0% 0.0% 1253 0 0.0% Q2 2026 Jul 27, 2026
Entelevest, LLC History No change 1,436 315 0.27% 0.27% 1254 0 0.0% Q2 2026 Jul 22, 2026
HBE Wealth Management, LLC History No change 1,424 312 0.22% 0.22% 1255 0 0.0% Q2 2026 Jul 13, 2026
Elevate Capital Advisors, LLC History No change 1,415 310 0.17% 0.17% 1256 0 0.0% Q2 2026 Jul 31, 2026
MBA Advisors LLC History No change 1,409 309 0.1% 0.1% 1257 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC/CA History No change 1,402 307 0.04% 0.04% 1258 0 0.0% Q2 2026 Aug 13, 2026
Prasad Wealth Partners, LLC History No change 1,390 305 0.07% 0.07% 1259 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Advisory Group LLC History No change 1,388 304 0.02% 0.02% 1260 0 0.0% Q2 2026 Jul 17, 2026
Summit Investment Advisory Services, LLC History No change 1,380 302 0.08% 0.08% 1261 0 0.0% Q2 2026 Jul 24, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,377 302 0.18% 0.18% 1262 0 0.0% Q2 2026 Jul 21, 2026
Members Trust Co History No change 1,374 301 0.01% 0.01% 1263 0 0.0% Q2 2026 Jul 31, 2026
Roble, Belko & Company, Inc History No change 1,367 300 0.03% 0.03% 1264 0 0.0% Q2 2026 Jul 24, 2026
Madison Wealth Partners, Inc History No change 1,371 300 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 12, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 1,354 297 0.01% 0.01% 1266 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 1,354 297 0.01% 0.01% 1267 0 0.0% Q2 2026 Jul 31, 2026
Providence Financial Advisors, LLC History No change 1,355 297 0.17% 0.17% 1268 0 0.0% Q2 2026 Jul 31, 2026
FAYEZ SAROFIM & CO History No change 1,349 296 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 1,349 296 0.06% 0.06% 1270 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 1,353 296 0.02% 0.02% 1271 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 1,346 295 0.01% 0.01% 1272 0 0.0% Q2 2026 Aug 06, 2026
Longview Financial Advisors LLC History No change 1,347 295 0.15% 0.15% 1273 0 0.0% Q2 2026 Jul 14, 2026
M3 Advisory Group, LLC History No change 1,344 294 0.15% 0.15% 1274 0 0.0% Q2 2026 Jul 24, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,343 294 0.04% 0.04% 1275 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Partners, Ltd. History No change 1,336 293 0.02% 0.02% 1276 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 1,315 292 0.01% 0.01% 1277 +140 11.91% Q3 2026 Oct 02, 2026
Rockbridge Investment Management, LCC History No change 1,332 292 0.02% 0.02% 1278 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 1,332 292 0.0% 0.0% 1279 0 0.0% Q2 2026 Aug 14, 2026
Ascent Wealth Partners, LLC History No change 1,327 291 0.03% 0.03% 1280 0 0.0% Q2 2026 Jul 31, 2026
Relyea Zuckerberg Hanson LLC History No change 1,319 289 0.02% 0.02% 1281 0 0.0% Q2 2026 Jul 16, 2026
Axim Planning & Wealth History No change 1,315 288 0.4% 0.4% 1282 0 0.0% Q2 2026 Aug 13, 2026
Two West Capital Advisors LLC History No change 1,328 288 0.14% 0.14% 1283 0 0.0% Q2 2026 Jul 22, 2026
Verum Partners LLC History No change 1,305 286 0.04% 0.04% 1284 0 0.0% Q2 2026 Jul 22, 2026
Marin Bay Wealth Advisors, LLC History No change 1,305 286 0.15% 0.15% 1285 0 0.0% Q2 2026 Aug 10, 2026
Corundum Group, Inc. History No change 1,300 285 0.08% 0.08% 1286 0 0.0% Q2 2026 Aug 07, 2026
Allegiance Financial Group Advisory Services LLC History No change 1,301 285 0.05% 0.05% 1287 0 0.0% Q2 2026 Jul 27, 2026
PUREfi Wealth, LLC History No change 1,299 285 0.16% 0.16% 1288 0 0.0% Q2 2026 Jul 27, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,290 283 0.01% 0.01% 1289 0 0.0% Q2 2026 Jul 31, 2026
CVFG LLC History No change 1,287 282 0.03% 0.03% 1290 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History No change 1,281 281 0.0% 0.0% 1291 0 0.0% Q2 2026 Jul 29, 2026
Intergy Private Wealth, LLC History No change 1,284 281 0.06% 0.06% 1292 0 0.0% Q2 2026 Jul 17, 2026
Transamerica Financial Advisors, LLC History No change 1,279 280 0.02% 0.02% 1293 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 1,278 280 0.05% 0.05% 1294 0 0.0% Q2 2026 Jul 16, 2026
Cove Private Wealth, LLC History No change 1,265 277 0.05% 0.05% 1295 0 0.0% Q2 2026 Jul 31, 2026
Waterway Wealth Management, LLC History No change 1,260 276 0.06% 0.06% 1296 0 0.0% Q2 2026 Jul 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,256 275 0.01% 0.01% 1297 0 0.0% Q2 2026 Aug 06, 2026
LEUTHOLD GROUP, LLC History No change 1,255 275 0.03% 0.03% 1298 0 0.0% Q2 2026 Aug 04, 2026
apricus wealth, LLC History No change 1,254 275 0.13% 0.13% 1299 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 1,249 274 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 31, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,244 272 0.05% 0.05% 1301 0 0.0% Q2 2026 Aug 14, 2026
Sequent Planning LLC History No change 1,241 272 0.06% 0.06% 1302 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 1,238 271 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 1,232 270 0.01% 0.01% 1304 0 0.0% Q2 2026 Aug 19, 2026
Buck Wealth Strategies, LLC History No change 1,233 270 0.03% 0.03% 1305 0 0.0% Q2 2026 Jul 30, 2026
Madson Wealth Advisors Inc History No change 1,232 270 0.18% 0.18% 1306 0 0.0% Q2 2026 Jul 21, 2026
Maple Capital Management, Inc. History No change 1,227 269 0.02% 0.02% 1307 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,223 268 0.03% 0.03% 1308 0 0.0% Q2 2026 Jul 27, 2026
Capital Asset Advisory Services LLC History No change 1,223 268 0.01% 0.01% 1309 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 1,222 268 0.06% 0.06% 1310 0 0.0% Q2 2026 Jul 23, 2026
Bridgewealth Advisory Group, LLC History No change 1,221 267 0.05% 0.05% 1311 0 0.0% Q2 2026 Jul 27, 2026
Precision Wealth Strategies, LLC History No change 1,219 267 0.08% 0.08% 1312 0 0.0% Q2 2026 Aug 10, 2026
WORLD EQUITY GROUP, INC. History No change 1,213 266 0.06% 0.06% 1313 0 0.0% Q2 2026 Jul 09, 2026
AdvisorNet Financial, Inc History No change 1,215 266 0.01% 0.01% 1314 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 1,196 265 0.07% 0.72% 1315 -11,387 -90.5% Q3 2026 Oct 02, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 1,206 264 0.02% 0.02% 1316 0 0.0% Q2 2026 Jul 09, 2026
Wellington Shields Capital Management, LLC History No change 1,200 263 0.03% 0.03% 1317 0 0.0% Q2 2026 Aug 10, 2026
Idaho Trust Co History No change 1,195 262 0.08% 0.08% 1318 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History Reduced 1,170 260 0.05% 0.05% 1320 -20 -1.68% Q3 2026 Oct 05, 2026
New England Private Wealth Advisors LLC History No change 1,203 260 0.03% 0.03% 1319 0 0.0% Q2 2026 Aug 04, 2026
Northwest Financial Advisors History No change 1,185 260 0.03% 0.03% 1321 0 0.0% Q2 2026 Jul 27, 2026
Proactive Wealth Strategies LLC History No change 1,186 260 0.04% 0.04% 1322 0 0.0% Q2 2026 Aug 10, 2026
Bangor Savings Bank History Reduced 1,164 258 0.02% 0.02% 1323 -287 -19.78% Q3 2026 Oct 06, 2026
Center For Asset Management LLC History No change 1,178 258 0.11% 0.11% 1324 0 0.0% Q2 2026 Jul 27, 2026
Core Wealth Management, Inc. History No change 1,177 258 0.07% 0.07% 1325 0 0.0% Q2 2026 Jul 29, 2026
NICOLET BANKSHARES INC History No change 1,175 256 0.01% 0.01% 1326 0 0.0% Q2 2026 Aug 11, 2026
Integrity Wealth Solutions LLC History No change 1,167 256 0.09% 0.09% 1327 0 0.0% Q2 2026 Jul 30, 2026
Tortuga Wealth Management, Inc History No change 1,158 254 0.19% 0.19% 1328 0 0.0% Q2 2026 Jul 30, 2026
Boyer Financial Services, Inc. History No change 1,160 253 0.21% 0.21% 1329 0 0.0% Q2 2026 Jul 17, 2026
Horizon Wealth Management, LLC History No change 1,153 252 0.03% 0.03% 1330 0 0.0% Q2 2026 Aug 06, 2026
Hemenway Trust Co LLC History No change 1,145 251 0.02% 0.02% 1331 0 0.0% Q2 2026 Aug 10, 2026
May Hill Capital, LLC History No change 1,148 251 0.05% 0.05% 1332 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Management, Inc. History No change 1,143 250 0.08% 0.08% 1333 0 0.0% Q2 2026 Jul 15, 2026
Ariadne Wealth Management, LP History No change 1,138 249 0.11% 0.11% 1334 0 0.0% Q2 2026 Aug 13, 2026
ProVise Management Group, LLC History No change 1,128 247 0.02% 0.02% 1335 0 0.0% Q2 2026 Aug 03, 2026
SENTINEL PENSION ADVISORS, LLC History No change 1,137 247 0.03% 0.03% 1336 0 0.0% Q2 2026 Jul 23, 2026
Sterling Investment Counsel, LLC History No change 1,123 246 0.06% 0.06% 1337 0 0.0% Q2 2026 Jul 20, 2026
IFC Advisors LLC History No change 1,119 245 0.03% 0.03% 1338 0 0.0% Q2 2026 Aug 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,112 244 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 10, 2026
SYON CAPITAL LLC History No change 1,114 244 0.01% 0.01% 1340 0 0.0% Q2 2026 Aug 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 1,109 243 0.02% 0.02% 1341 0 0.0% Q2 2026 Jul 28, 2026
Wealthquest Corp History No change 1,106 242 0.02% 0.02% 1342 0 0.0% Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History No change 1,106 242 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 17, 2026
Aspiring Ventures, LLC History No change 1,102 241 0.06% 0.06% 1344 0 0.0% Q2 2026 Aug 05, 2026
ENTREWEALTH, LLC History No change 1,074 241 0.09% 0.09% 1345 0 0.0% Q2 2026 Aug 13, 2026
Aventura Private Wealth, LLC History No change 1,096 240 0.07% 0.07% 1346 0 0.0% Q2 2026 Jul 15, 2026
Eagle Strategies LLC History No change 1,093 239 0.02% 0.02% 1347 0 0.0% Q2 2026 Jul 21, 2026
Beacon Capital Management, LLC History No change 1,091 239 0.04% 0.04% 1348 0 0.0% Q2 2026 Jul 29, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 1,092 239 0.09% 0.09% 1349 0 0.0% Q2 2026 Jul 21, 2026
Bawa N Mallick Trust History No change 1,090 239 0.08% 0.08% 1350 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 1,087 238 0.01% 0.01% 1351 0 0.0% Q2 2026 Jul 28, 2026
Abound Wealth Management History No change 1,086 238 0.05% 0.05% 1352 0 0.0% Q2 2026 Jul 10, 2026
Collaborative Wealth Managment Inc. History No change 1,082 237 0.1% 0.1% 1353 0 0.0% Q2 2026 Aug 05, 2026
Next Level Private LLC History No change 1,084 237 0.05% 0.05% 1354 0 0.0% Q2 2026 Jul 09, 2026
Torrey-Payne Wealth Management, LLC History No change 1,077 236 0.19% 0.19% 1355 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 1,072 235 0.18% 0.18% 1356 0 0.0% Q2 2026 Aug 11, 2026
Evergreen Wealth Partners LLC History No change 1,066 234 0.14% 0.14% 1357 0 0.0% Q2 2026 Aug 11, 2026
Lexington Hill Partners, LLC History No change 1,058 232 0.11% 0.11% 1358 0 0.0% Q2 2026 Jul 08, 2026
HBK Sorce Advisory LLC History No change 1,029 231 0.0% 0.0% 1359 0 0.0% Q2 2026 Aug 06, 2026
Tailwinds Wealth, LLC History No change 1,055 231 0.14% 0.14% 1360 0 0.0% Q2 2026 Jul 13, 2026
Pacific Asset Management, LLC History No change 1,050 230 0.11% 0.11% 1361 0 0.0% Q2 2026 Jul 27, 2026
Astra Wealth Partners LLC History No change 1,049 230 0.12% 0.12% 1362 0 0.0% Q2 2026 Aug 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 1,045 229 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 1,048 229 0.05% 0.05% 1364 0 0.0% Q2 2026 Jul 15, 2026
GWN SECURITIES INC. History No change 1,043 228 0.04% 0.04% 1365 0 0.0% Q2 2026 Aug 05, 2026
V2 Financial group LLC History No change 1,038 227 0.08% 0.08% 1366 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 1,022 224 0.0% 0.0% 1367 0 0.0% Q2 2026 Aug 03, 2026
Layline Advisors, LLC History No change 1,022 224 0.2% 0.2% 1368 0 0.0% Q2 2026 Aug 20, 2026
Francis Financial, Inc. History No change 1,021 224 0.04% 0.04% 1369 0 0.0% Q2 2026 Aug 10, 2026
J.M. Arbour, LLC History No change 1,021 224 0.19% 0.19% 1370 0 0.0% Q2 2026 Aug 14, 2026
MeadowBrook Investment Advisors LLC History No change 1,016 222 0.18% 0.18% 1371 0 0.0% Q2 2026 Jul 20, 2026
Coppell Advisory Solutions LLC History No change 475 222 0.02% 0.02% 1372 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 1,012 221 0.05% 0.05% 1373 0 0.0% Q2 2026 Jul 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,007 220 0.02% 0.02% 1374 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 1,003 220 0.08% 0.08% 1375 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,001 219 0.01% 0.01% 1376 0 0.0% Q2 2026 Jul 21, 2026
ADE, LLC History No change 1,000 219 0.09% 0.09% 1377 0 0.0% Q2 2026 Aug 04, 2026
Western Pacific Wealth Management, LP History No change 1,000 219 0.2% 0.2% 1378 0 0.0% Q2 2026 Aug 07, 2026
Milestone Investment Advisors LLC History No change 1,000 219 0.05% 0.05% 1379 0 0.0% Q2 2026 Aug 14, 2026
Oasis Advisors, LLC History No change 1,002 219 0.14% 0.14% 1380 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 994 218 0.02% 0.02% 1381 0 0.0% Q2 2026 Aug 07, 2026
jvl associates llc History No change 995 218 0.06% 0.06% 1382 0 0.0% Q2 2026 Jul 06, 2026
Nordwand Advisors, LLC History No change 990 217 0.03% 0.03% 1383 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 993 217 0.01% 0.01% 1384 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 987 216 0.02% 0.02% 1385 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Capital Partners, LLC History No change 989 216 0.09% 0.09% 1386 0 0.0% Q2 2026 Jul 09, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 986 216 0.02% 0.02% 1387 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 980 215 0.01% 0.01% 1388 0 0.0% Q2 2026 Jul 21, 2026
CALTON & ASSOCIATES, INC. History No change 982 215 0.03% 0.03% 1389 0 0.0% Q2 2026 Aug 10, 2026
Platform Technology Partners History No change 980 215 0.04% 0.04% 1390 0 0.0% Q2 2026 Jul 24, 2026
Aegis Wealth Management, Inc. History No change 977 214 0.14% 0.14% 1391 0 0.0% Q2 2026 Jul 16, 2026
EPG Wealth Management LLC History No change 972 213 0.05% 0.05% 1392 0 0.0% Q2 2026 Jul 28, 2026
SEEDS INVESTOR LLC History No change 971 213 0.02% 0.02% 1393 0 0.0% Q2 2026 Aug 12, 2026
Syverson Strege & Co History No change 970 212 0.05% 0.05% 1394 0 0.0% Q2 2026 Aug 06, 2026
Sage Capital Advisors,llc History No change 970 212 0.04% 0.04% 1395 0 0.0% Q2 2026 Jul 09, 2026
HOWE & RUSLING INC History No change 962 211 0.01% 0.01% 1396 0 0.0% Q2 2026 Aug 10, 2026
American Trust History No change 963 211 0.02% 0.02% 1397 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 962 211 0.1% 0.1% 1398 0 0.0% Q2 2026 Aug 17, 2026
Synergy Financial Group, LTD History No change 965 211 0.15% 0.15% 1399 0 0.0% Q2 2026 Aug 04, 2026
MOTCO History No change 960 210 0.02% 0.02% 1400 0 0.0% Q2 2026 Jul 31, 2026
Biondo Investment Advisors, LLC History No change 960 210 0.03% 0.03% 1401 0 0.0% Q2 2026 Aug 13, 2026
MONEYWISE, INC. History No change 960 210 0.08% 0.08% 1402 0 0.0% Q2 2026 Jul 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 963 209 0.06% 0.06% 1403 0 0.0% Q2 2026 Jul 30, 2026
Able Wealth Management LLC History No change 956 209 0.05% 0.05% 1404 0 0.0% Q2 2026 Jul 29, 2026
VICUS CAPITAL History No change 952 208 0.01% 0.01% 1405 0 0.0% Q2 2026 Aug 05, 2026
Stratos Investment Management, LLC History No change 948 208 0.01% 0.01% 1406 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 950 208 0.02% 0.02% 1407 0 0.0% Q2 2026 Jul 22, 2026
Team Financial Group, LLC History No change 947 207 0.09% 0.09% 1408 0 0.0% Q2 2026 Jul 10, 2026
Resolute Wealth Strategies, LLC History No change 939 206 0.08% 0.08% 1409 0 0.0% Q2 2026 Aug 12, 2026
Fourth Dimension Wealth, LLC History No change 943 206 0.07% 0.07% 1410 0 0.0% Q2 2026 Jul 31, 2026
Chicago Capital, LLC History No change 935 205 0.0% 0.0% 1411 0 0.0% Q2 2026 Jul 27, 2026
Advanced Asset Management Advisors Inc History No change 930 204 0.05% 0.05% 1412 0 0.0% Q2 2026 Jul 16, 2026
Waterfront Wealth Inc. History No change 927 203 0.03% 0.03% 1413 0 0.0% Q2 2026 Jul 30, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 928 203 0.03% 0.03% 1414 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 926 203 0.09% 0.09% 1415 0 0.0% Q2 2026 Aug 12, 2026
ABOUND FINANCIAL, LLC History No change 924 202 0.08% 0.08% 1416 0 0.0% Q2 2026 Aug 14, 2026
LongView Wealth Management History No change 920 201 0.05% 0.05% 1417 0 0.0% Q2 2026 Jul 17, 2026
Caldwell Trust Co History No change 908 199 0.02% 0.02% 1418 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 902 198 0.0% 0.0% 1419 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 886 194 0.0% 0.0% 1420 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History Added to 854 189 0.01% 0.0% 1421 +562 192.47% Q3 2026 Oct 05, 2026
Clark Wealth Partners History No change 852 186 0.11% 0.11% 1422 0 0.0% Q2 2026 Jul 28, 2026
Key Capital Management, INC History No change 846 185 0.1% 0.1% 1423 0 0.0% Q2 2026 Jul 27, 2026
CNB Bank History No change 843 184 0.07% 0.07% 1424 0 0.0% Q2 2026 Aug 06, 2026
United Community Bank History No change 837 183 0.06% 0.06% 1425 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 823 180 0.03% 0.03% 1426 0 0.0% Q2 2026 Jul 16, 2026
Orion Capital Management LLC History No change 818 179 0.06% 0.06% 1427 0 0.0% Q2 2026 Aug 17, 2026
Clearstead Trust, LLC History No change 811 177 0.02% 0.02% 1428 0 0.0% Q2 2026 Aug 06, 2026
Global Trust Asset Management, LLC History No change 780 171 0.05% 0.05% 1429 0 0.0% Q2 2026 Aug 03, 2026
Community Financial Services Group, LLC History No change 778 170 0.02% 0.02% 1430 0 0.0% Q2 2026 Jul 09, 2026
PROTECTIVE LIFE CORP History No change 745 163 1.16% 1.16% 1431 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 745 163 0.04% 0.04% 1432 0 0.0% Q2 2026 Jul 28, 2026
Hickory Point Bank & Trust History No change 737 163 0.1% 0.1% 1433 0 0.0% Q3 2026 Oct 01, 2026
Ascentis Independent Advisors History No change 726 159 0.43% 0.43% 1434 0 0.0% Q2 2026 Aug 04, 2026
Regatta Research & Money Management History No change 729 159 0.15% 0.15% 1435 0 0.0% Q2 2026 Aug 11, 2026
Miller Capital Partners, Inc. History No change 708 155 0.06% 0.06% 1436 0 0.0% Q2 2026 Aug 12, 2026
Morling Financial Advisors, LLC History No change 697 152 0.04% 0.04% 1437 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 681 149 0.01% 0.01% 1438 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 671 147 0.01% 0.01% 1439 0 0.0% Q2 2026 Jul 13, 2026
BFSG, LLC History No change 663 145 0.01% 0.01% 1440 0 0.0% Q2 2026 Jul 20, 2026
Medallion Wealth Advisors, LLC History No change 675 144 0.05% 0.05% 1441 0 0.0% Q2 2026 Aug 14, 2026
Imprint Wealth LLC History No change 655 143 0.58% 0.58% 1442 0 0.0% Q2 2026 Aug 14, 2026
Navigoe, LLC History No change 634 139 0.07% 0.07% 1443 0 0.0% Q2 2026 Jul 31, 2026
Go Invest LLC History No change 629 138 0.03% 0.03% 1444 0 0.0% Q2 2026 Aug 05, 2026
RMG Wealth Management LLC History No change 612 137 0.01% 0.01% 1445 0 0.0% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History No change 615 134 0.0% 0.0% 1446 0 0.0% Q2 2026 Jul 30, 2026
Lloyd Advisory Services, LLC. History No change 598 131 0.05% 0.05% 1447 0 0.0% Q2 2026 Aug 07, 2026
PROSPERITY BANCSHARES INC History No change 592 129 0.08% 0.08% 1448 0 0.0% Q2 2026 Aug 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 584 128 0.03% 0.03% 1449 0 0.0% Q2 2026 Aug 27, 2026
UNION SAVINGS BANK History No change 583 127 0.05% 0.05% 1450 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 576 126 0.0% 0.0% 1451 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 578 126 0.03% 0.03% 1452 0 0.0% Q2 2026 Jul 27, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 572 125 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History No change 571 125 0.01% 0.01% 1454 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 570 125 0.02% 0.02% 1455 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 570 125 0.1% 0.1% 1456 0 0.0% Q2 2026 Jul 30, 2026
Raleigh Capital Management Inc. History No change 568 124 0.04% 0.04% 1457 0 0.0% Q2 2026 Jul 21, 2026
VSM Wealth Advisory, LLC History No change 558 122 0.03% 0.03% 1458 0 0.0% Q2 2026 Jul 22, 2026
Beaird Harris Wealth Management, LLC History No change 548 120 0.01% 0.01% 1459 0 0.0% Q2 2026 Jul 08, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 545 119 0.02% 0.02% 1460 0 0.0% Q2 2026 Jul 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 541 118 0.01% 0.01% 1461 0 0.0% Q2 2026 Aug 03, 2026
Acropolis Investment Management, LLC History No change 540 118 0.0% 0.0% 1462 0 0.0% Q2 2026 Jul 16, 2026
Walsh & Associates, LLC History No change 540 118 0.1% 0.1% 1463 0 0.0% Q2 2026 Jul 21, 2026
DecisionPoint Financial, LLC History No change 538 117 0.02% 0.02% 1464 0 0.0% Q2 2026 Aug 05, 2026
Signature Resources Capital Management, LLC History No change 536 117 0.05% 0.05% 1465 0 0.0% Q2 2026 Jul 13, 2026
Mascoma Wealth Management LLC History No change 526 115 0.02% 0.02% 1466 0 0.0% Q2 2026 Jul 24, 2026
Operose Advisors LLC History No change 524 114 0.02% 0.02% 1467 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 511 112 0.05% 0.05% 1468 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 499 109 0.01% 0.01% 1469 0 0.0% Q2 2026 Jul 23, 2026
Realta Investment Advisors History No change 500 109 0.03% 0.03% 1470 0 0.0% Q2 2026 Jul 20, 2026
Innovative Asset Advisors Group, LLC History No change 500 109 0.05% 0.05% 1471 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Counsel, Inc History No change 491 107 0.01% 0.01% 1472 0 0.0% Q2 2026 Jul 27, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 490 107 0.0% 0.0% 1473 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 483 106 0.03% 0.03% 1474 0 0.0% Q2 2026 Aug 13, 2026
REAP Financial Group, LLC History No change 468 102 0.02% 0.02% 1475 0 0.0% Q2 2026 Aug 04, 2026
Park Place Capital Corp History No change 464 101 0.02% 0.02% 1476 0 0.0% Q2 2026 Aug 13, 2026
American Capital Advisory, LLC History No change 451 98 0.04% 0.04% 1477 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 442 97 0.01% 0.01% 1478 0 0.0% Q2 2026 Jul 29, 2026
Archer Investment Corp History No change 441 96 0.02% 0.02% 1479 0 0.0% Q2 2026 Aug 03, 2026
HOEY INVESTMENTS, INC History No change 434 95 0.01% 0.01% 1480 0 0.0% Q2 2026 Jul 27, 2026
SITTNER & NELSON, LLC History No change 431 94 0.03% 0.03% 1481 0 0.0% Q2 2026 Aug 07, 2026
Gleason Group, Inc. History No change 414 90 0.01% 0.01% 1482 0 0.0% Q2 2026 Jul 13, 2026
Federation des caisses Desjardins du Quebec History No change 414 90 0.0% 0.0% 1483 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisor Network LLC History No change 414 90 0.11% 0.11% 1484 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History No change 400 87 0.01% 0.01% 1485 0 0.0% Q2 2026 Jul 10, 2026
NFSG Corp History No change 378 82 0.01% 0.01% 1486 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 378 82 0.04% 0.04% 1487 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 376 82 0.02% 0.02% 1488 0 0.0% Q2 2026 Aug 07, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 371 82 0.01% 0.01% 1489 0 0.0% Q2 2026 Aug 12, 2026
Markowski Investments History No change 372 81 0.02% 0.02% 1490 0 0.0% Q2 2026 Aug 13, 2026
TIAA Wealth Investment Management LLC History No change 370 80 0.0% 0.0% 1491 0 0.0% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 361 79 0.02% 0.02% 1492 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 352 77 0.03% 0.03% 1493 0 0.0% Q2 2026 Jul 29, 2026
Founders Capital Management History No change 349 76 0.03% 0.03% 1494 0 0.0% Q2 2026 Jul 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 346 75 0.01% 0.01% 1495 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds Capital Management, LLC History No change 333 73 0.01% 0.01% 1496 0 0.0% Q2 2026 Jul 23, 2026
RHL GROUP, LLC History No change 313 68 0.06% 0.06% 1497 0 0.0% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 296 64 0.03% 0.03% 1498 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History No change 296 64 0.04% 0.04% 1499 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 286 62 0.0% 0.0% 1500 0 0.0% Q2 2026 Sep 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 284 62 0.03% 0.03% 1501 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 282 62 0.03% 0.03% 1502 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Point Investment Advisors, LLC History No change 281 61 0.01% 0.01% 1503 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 281 61 0.01% 0.01% 1504 0 0.0% Q2 2026 Jul 15, 2026
Costello Asset Management, INC History No change 278 61 0.02% 0.02% 1505 0 0.0% Q2 2026 Jul 28, 2026
Arlington Trust Co LLC History No change 280 61 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 07, 2026
Wealth Enhancement Trust Services, Inc. History No change 278 61 0.01% 0.01% 1507 0 0.0% Q2 2026 Jul 22, 2026
PITTENGER & ANDERSON INC History No change 267 58 0.0% 0.0% 1508 0 0.0% Q2 2026 Jul 27, 2026
Decker Retirement Planning Inc. History No change 262 57 0.02% 0.02% 1509 0 0.0% Q2 2026 Jul 16, 2026
WPG Advisers, LLC History No change 260 57 0.03% 0.03% 1510 0 0.0% Q2 2026 Aug 05, 2026
Kingdom Financial Group LLC. History No change 255 56 0.01% 0.01% 1511 0 0.0% Q2 2026 Aug 07, 2026
Frazier Financial Advisors, LLC History No change 257 56 0.03% 0.03% 1512 0 0.0% Q2 2026 Aug 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 253 55 0.01% 0.01% 1513 0 0.0% Q2 2026 Aug 07, 2026
Darwin Wealth Management, LLC History No change 251 55 0.02% 0.02% 1514 0 0.0% Q2 2026 Jul 21, 2026
Cape Investment Advisory, Inc. History No change 254 55 0.01% 0.01% 1515 0 0.0% Q2 2026 Jul 23, 2026
Cheviot Value Management, LLC History No change 249 54 0.01% 0.01% 1516 0 0.0% Q2 2026 Aug 06, 2026
Wagner Wealth Management, LLC History No change 248 54 0.01% 0.01% 1517 0 0.0% Q2 2026 Jul 24, 2026
BankPlus Trust Department History No change 244 53 0.01% 0.01% 1518 0 0.0% Q2 2026 Jul 28, 2026
Morse Asset Management, Inc History No change 241 52 0.01% 0.01% 1519 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 234 51 0.01% 0.01% 1520 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 229 50 0.0% 0.0% 1521 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 231 50 0.01% 0.01% 1522 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 227 49 0.0% 0.0% 1523 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 222 48 0.02% 0.02% 1524 0 0.0% Q2 2026 Sep 18, 2026
Centennial Bank/AR/ History No change 218 47 0.02% 0.02% 1525 0 0.0% Q2 2026 Aug 10, 2026
GGM Financial LLC History No change 212 46 0.02% 0.02% 1526 0 0.0% Q2 2026 Jul 23, 2026
Keating Financial Advisory Services, Inc. History No change 202 44 0.01% 0.01% 1527 0 0.0% Q2 2026 Aug 11, 2026
MCDONALD PARTNERS LLC History No change 197 43 0.01% 0.01% 1528 0 0.0% Q2 2026 Jul 28, 2026
Birchwood Financial Partners, Inc. History No change 191 41 0.03% 0.03% 1529 0 0.0% Q2 2026 Aug 06, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 183 40 0.03% 0.03% 1530 0 0.0% Q2 2026 Aug 18, 2026
Strive Financial Group ,LLC History No change 183 40 0.02% 0.02% 1531 0 0.0% Q2 2026 Aug 14, 2026
CoreFirst Bank & Trust History No change 182 39 0.02% 0.02% 1532 0 0.0% Q2 2026 Aug 05, 2026
Indiana Trust & Investment Management Co History No change 176 38 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 22, 2026
BARRETT & COMPANY, INC. History No change 169 37 0.01% 0.01% 1534 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 166 36 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 08, 2026
WOLFF WIESE MAGANA LLC History No change 168 36 0.02% 0.02% 1536 0 0.0% Q2 2026 Jul 13, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 166 36 0.01% 0.01% 1537 0 0.0% Q2 2026 Jul 21, 2026
Reyes Financial Architecture, Inc. History No change 163 35 0.02% 0.02% 1538 0 0.0% Q2 2026 Jul 16, 2026
Copia Wealth Management History No change 160 35 0.02% 0.02% 1539 0 0.0% Q2 2026 Aug 17, 2026
Roxbury Financial LLC History No change 157 34 0.03% 0.03% 1540 0 0.0% Q3 2026 Oct 01, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 154 33 0.01% 0.01% 1541 0 0.0% Q2 2026 Aug 07, 2026
Ares Financial Consulting, LLC History No change 151 33 0.02% 0.02% 1542 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Financial Management LLC History No change 151 33 0.03% 0.03% 1543 0 0.0% Q2 2026 Aug 28, 2026
Advocate Investing Services LLC History No change 152 33 0.03% 0.03% 1544 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 146 32 0.0% 0.0% 1545 0 0.0% Q2 2026 Jul 27, 2026
Kings Path Partners LLC History No change 147 32 0.01% 0.01% 1546 0 0.0% Q2 2026 Jul 14, 2026
FINANCIAL CONSULATE, INC History No change 143 31 0.0% 0.0% 1547 0 0.0% Q2 2026 Jul 23, 2026
Cordant, Inc. History No change 145 31 0.01% 0.01% 1548 0 0.0% Q2 2026 Jul 14, 2026
Financial Life Planners History No change 145 31 0.02% 0.02% 1549 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 140 30 0.02% 0.02% 1550 0 0.0% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History No change 136 29 0.01% 0.01% 1551 0 0.0% Q2 2026 Jul 30, 2026
GW&K Investment Management, LLC History No change 128 28 0.0% 0.0% 1552 0 0.0% Q2 2026 Aug 12, 2026
Sawyer & Company, Inc History No change 128 28 0.01% 0.01% 1553 0 0.0% Q2 2026 Jul 23, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 123 26 0.02% 0.02% 1554 0 0.0% Q2 2026 Aug 04, 2026
Field & Main Bank History No change 123 26 0.01% 0.01% 1555 0 0.0% Q2 2026 Aug 19, 2026
PETERSON WEALTH MANAGEMENT History No change 122 26 0.01% 0.01% 1556 0 0.0% Q2 2026 Jul 30, 2026
DHJJ Financial Advisors, Ltd. History No change 122 26 0.01% 0.01% 1557 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 117 25 0.01% 0.01% 1558 0 0.0% Q2 2026 Jul 28, 2026
City State Bank History No change 114 25 0.01% 0.01% 1559 0 0.0% Q2 2026 Jul 14, 2026
Quest 10 Wealth Builders, Inc. History No change 115 25 0.02% 0.02% 1560 0 0.0% Q2 2026 Jul 24, 2026
ENTRUST FINANCIAL LLC History No change 118 25 0.02% 0.02% 1561 0 0.0% Q2 2026 Jul 20, 2026
Ankerstar Wealth, LLC History No change 111 24 0.02% 0.02% 1562 0 0.0% Q2 2026 Aug 13, 2026
TOP Private Wealth LLC. History No change 111 24 0.02% 0.02% 1563 0 0.0% Q2 2026 Aug 13, 2026
MRP Capital Investments, LLC History No change 109 23 0.02% 0.02% 1564 0 0.0% Q2 2026 Aug 10, 2026
Greykasell Wealth Strategies, Inc. History No change 106 23 0.01% 0.01% 1565 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 103 22 0.0% 0.0% 1566 0 0.0% Q2 2026 Jul 20, 2026
Johnson Financial Group, Inc. History No change 98 21 0.0% 0.0% 1567 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 97 21 0.01% 0.01% 1568 0 0.0% Q2 2026 Jul 20, 2026
Financial Management Professionals, Inc. History No change 89 19 0.0% 0.0% 1569 0 0.0% Q2 2026 Jul 09, 2026
Alpine Bank Wealth Management History No change 84 18 0.0% 0.0% 1570 0 0.0% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History No change 82 17 0.0% 0.0% 1571 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 75 16 0.0% 0.0% 1572 0 0.0% Q2 2026 Aug 03, 2026
Holos Integrated Wealth LLC History No change 77 16 0.01% 0.01% 1573 0 0.0% Q2 2026 Jul 15, 2026
NBH Bank History No change 75 16 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 72 15 0.0% 0.0% 1575 0 0.0% Q2 2026 Jul 28, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 55 15 0.02% 0.02% 1576 0 0.0% Q2 2026 Jul 27, 2026
GODSEY & GIBB, INC History No change 64 14 0.0% 0.0% 1577 0 0.0% Q2 2026 Jul 13, 2026
ROGCO, LP History No change 66 14 0.0% 0.0% 1578 0 0.0% Q2 2026 Jul 30, 2026
Oakmont Advisory Group, LLC History No change 65 14 0.01% 0.01% 1579 0 0.0% Q2 2026 Aug 03, 2026
Y.D. More Investments Ltd History No change 64 13 0.0% 0.0% 1580 0 0.0% Q2 2026 Aug 05, 2026
Smallwood Wealth Investment Management, LLC History No change 60 13 0.01% 0.01% 1581 0 0.0% Q2 2026 Jul 23, 2026
Benson Wealth Management INC History No change 62 13 0.01% 0.01% 1582 0 0.0% Q2 2026 Aug 10, 2026
NorthAvenue LLC History No change 64 13 0.01% 0.01% 1583 0 0.0% Q2 2026 Jul 21, 2026
GILL CAPITAL PARTNERS, LLC History No change 58 12 0.0% 0.0% 1584 0 0.0% Q2 2026 Aug 20, 2026
Oakworth Capital, Inc. History No change 59 12 0.0% 0.0% 1585 0 0.0% Q2 2026 Jul 22, 2026
Versant Capital Management, Inc History No change 54 12 0.0% 0.0% 1586 0 0.0% Q3 2026 Oct 01, 2026
First Pacific Financial History No change 53 11 0.0% 0.0% 1587 0 0.0% Q2 2026 Jul 20, 2026
Anchor Bay Capital, Inc. History No change 53 11 0.01% 0.01% 1588 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 48 10 0.0% 0.0% 1589 0 0.0% Q2 2026 Jul 17, 2026
HighMark Wealth Management LLC History No change 47 10 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 47 10 0.0% 0.0% 1591 0 0.0% Q2 2026 Jul 21, 2026
Main Street Group, LTD History No change 50 10 0.0% 0.0% 1592 0 0.0% Q2 2026 Jul 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 10 0.0% 0.0% 1593 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 46 10 0.0% 0.0% 1594 0 0.0% Q2 2026 Jul 14, 2026
Dogwood Wealth Management LLC History No change 50 10 0.0% 0.0% 1595 0 0.0% Q2 2026 Jul 06, 2026
Meramec Financial Planners, LLC History No change 47 10 0.0% 0.0% 1596 0 0.0% Q2 2026 Jul 28, 2026
Brooklyn FI, LLC History No change 42 9 0.0% 0.0% 1597 0 0.0% Q2 2026 Aug 04, 2026
Central Pacific Bank - Trust Division History No change 41 9 0.0% 0.0% 1598 0 0.0% Q3 2026 Oct 05, 2026
Hilton Head Capital Partners, LLC History No change 45 9 0.0% 0.0% 1599 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 41 8 0.0% 0.0% 1600 0 0.0% Q2 2026 Aug 06, 2026
Tanglewood Legacy Advisors, LLC History No change 41 8 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 40 8 0.01% 0.01% 1602 0 0.0% Q2 2026 Aug 11, 2026
Parvin Asset Management, LLC History No change 41 8 0.01% 0.01% 1603 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 37 8 0.0% 0.0% 1604 0 0.0% Q2 2026 Jul 22, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 40 8 0.01% 0.01% 1605 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 37 8 0.01% 0.01% 1606 0 0.0% Q2 2026 Aug 10, 2026
Accent Capital Management, LLC History No change 33 7 0.0% 0.0% 1607 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 29 6 0.0% 0.0% 1608 0 0.0% Q2 2026 Sep 02, 2026
S&T BANK/PA History No change 31 6 0.0% 0.0% 1609 0 0.0% Q2 2026 Aug 12, 2026
Richard W. Paul & Associates, LLC History No change 28 6 0.0% 0.0% 1610 0 0.0% Q2 2026 Aug 10, 2026
Wilkerson Advisory Group LLC History No change 29 6 0.0% 0.0% 1611 0 0.0% Q2 2026 Jul 21, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 23 5 0.0% 0.0% 1612 0 0.0% Q2 2026 Aug 14, 2026
Security National Bank History No change 24 5 0.0% 0.0% 1613 0 0.0% Q2 2026 Jul 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 25 5 0.0% 0.0% 1614 0 0.0% Q2 2026 Jul 24, 2026
United Financial Planning Group LLC History No change 25 5 0.0% 0.0% 1615 0 0.0% Q2 2026 Aug 06, 2026
Montgomery Financial Services LLC History No change 26 5 0.0% 0.0% 1616 0 0.0% Q2 2026 Aug 12, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 21 4 0.0% 0.0% 1617 0 0.0% Q2 2026 Jul 24, 2026
First Bancorp, Inc /ME/ History No change 19 4 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 11, 2026
ALERUS FINANCIAL NA History No change 22 4 0.0% 0.0% 1619 0 0.0% Q2 2026 Aug 13, 2026
CHELSEA COUNSEL CO History No change 21 4 0.0% 0.0% 1620 0 0.0% Q2 2026 Aug 11, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 21 4 0.0% 0.0% 1621 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 19 4 0.0% 0.0% 1622 0 0.0% Q2 2026 Aug 10, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 20 4 0.0% 0.0% 1623 0 0.0% Q2 2026 Aug 11, 2026
Fairman Group, LLC History No change 19 4 0.0% 0.0% 1624 0 0.0% Q2 2026 Aug 04, 2026
Prudent Man Investment Management, Inc. History No change 24 4 0.0% 0.0% 1625 0 0.0% Q2 2026 Jul 28, 2026
Bernard Wealth Management Corp. History No change 21 4 0.0% 0.0% 1626 0 0.0% Q2 2026 Aug 21, 2026
ATWOOD & PALMER INC History No change 14 3 0.0% 0.0% 1627 0 0.0% Q2 2026 Jul 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 15 3 0.0% 0.0% 1628 0 0.0% Q2 2026 Jul 08, 2026
Spectrum Wealth Advisory Group, LLC History No change 14 3 0.0% 0.0% 1629 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 17 3 0.0% 0.0% 1630 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History No change 14 3 0.0% 0.0% 1631 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 18 3 0.0% 0.0% 1632 0 0.0% Q2 2026 Aug 17, 2026
Fairscale Capital, LLC History No change 17 3 0.0% 0.0% 1633 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 14 3 0.0% 0.0% 1634 0 0.0% Q2 2026 Jul 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 10 2 0.0% 0.0% 1635 0 0.0% Q2 2026 Aug 05, 2026
ST GERMAIN D J CO INC History No change 11 2 0.0% 0.0% 1636 0 0.0% Q2 2026 Jul 21, 2026
Front Row Advisors LLC History No change 9 2 0.0% 0.0% 1637 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 12 2 0.0% 0.0% 1638 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 11 2 0.0% 0.0% 1639 0 0.0% Q2 2026 Jul 07, 2026
Essential Partners LLC History No change 10 2 0.0% 0.0% 1640 0 0.0% Q2 2026 Aug 10, 2026
FIRST UNITED BANK & TRUST History No change 10 1 0.0% 0.0% 1641 0 0.0% Q2 2026 Jul 20, 2026
Financial Perspectives, Inc History No change 7 1 0.0% 0.0% 1642 0 0.0% Q2 2026 Jul 24, 2026
Financial Network Wealth Advisors LLC History No change 7 1 0.0% 0.0% 1643 0 0.0% Q2 2026 Jul 29, 2026
IMG Wealth Management, Inc. History No change 6 1 0.0% 0.0% 1644 0 0.0% Q2 2026 Aug 07, 2026
Violich Capital Management, Inc. History Closed out 0 0 — 0.13% — -5,500 -100.0% Q3 2026 Oct 02, 2026
BARCLAYS PLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rachor Investment Advisory Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Crews Bank & Trust History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
HFM Investment Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026