INVESCO EXCHANGE-TRADED FUND TRUST - RSP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 32,501,467 6,915,337 0.37% 0.37% 1 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 28,221,905 6,004,774 3.21% 3.21% 2 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 24,471,419 5,206,783 0.34% 0.34% 3 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 13,582,245 2,889,894 0.55% 0.55% 4 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 10,755,322 2,288,409 7.35% 7.35% 5 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 8,893,280 1,892,223 0.16% 0.16% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 8,394,440 1,786,084 0.23% 0.23% 7 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 7,468,879 1,589,153 3.21% 3.21% 8 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,058,260 1,501,785 0.24% 0.24% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,396,698 1,361,025 0.31% 0.31% 10 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 5,116,429 1,088,622 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 4,394,041 934,920 3.38% 3.38% 12 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,261,661 906,753 0.25% 0.25% 13 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 3,978,321 846,467 1.21% 1.21% 14 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,902,751 830,389 0.12% 0.12% 15 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,353,685 713,563 0.08% 0.08% 16 0 0.0% Q2 2026 Sep 02, 2026
AMERIPRISE FINANCIAL INC History No change 3,223,912 685,855 0.14% 0.14% 17 0 0.0% Q2 2026 Aug 14, 2026
TEXAS PERMANENT SCHOOL FUND CORP History No change 2,953,696 628,457 27.86% 27.86% 18 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 2,804,149 596,638 0.72% 0.72% 19 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 2,721,817 579,120 0.69% 0.69% 20 0 0.0% Q2 2026 Jul 28, 2026
Varma Mutual Pension Insurance Co History No change 2,673,800 568,904 3.01% 3.01% 21 0 0.0% Q2 2026 Aug 12, 2026
Japan Science & Technology Agency History No change 2,541,932 540,846 10.23% 10.23% 22 0 0.0% Q2 2026 Jul 30, 2026
Phoenix Financial Ltd. History No change 2,305,542 490,550 3.35% 3.35% 23 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 2,190,114 465,990 2.26% 2.26% 24 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 1,982,392 421,793 1.1% 1.1% 25 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,958,550 416,720 0.1% 0.1% 26 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 1,946,489 414,699 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,145,637 409,111 0.14% 0.14% 28 0 0.0% Q2 2026 Aug 13, 2026
BlueCrest Capital Management Ltd History No change 1,883,424 400,736 13.2% 13.2% 29 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 1,824,106 388,115 0.13% 0.13% 30 0 0.0% Q2 2026 Aug 03, 2026
MKP Capital Management, L.L.C. History No change 1,806,000 384,262 10.39% 10.39% 31 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 1,718,800 365,709 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,655,841 352,313 0.54% 0.54% 33 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 1,646,215 350,265 0.34% 0.34% 34 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,624,923 345,734 1.14% 1.14% 35 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 1,584,018 337,031 0.35% 0.35% 36 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,555,472 331,071 0.39% 0.39% 37 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,321,000 281,069 0.39% 0.39% 38 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 1,319,004 280,644 15.21% 15.21% 39 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,272,576 270,765 0.34% 0.34% 40 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 1,181,658 251,379 0.23% 0.23% 41 0 0.0% Q2 2026 Aug 12, 2026
Freedom Together Foundation History No change 1,100,000 234,047 27.0% 27.0% 42 0 0.0% Q2 2026 Aug 03, 2026
Bayview Asset Management, LLC History No change 1,021,500 217,344 43.79% 43.79% 43 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,017,212 216,437 0.18% 0.18% 44 0 0.0% Q2 2026 Aug 12, 2026
Trust Co of Tennessee History No change 987,916 210,198 36.73% 36.73% 45 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 953,608 202,899 0.39% 0.39% 46 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 949,889 200,960 0.24% 0.24% 47 0 0.0% Q2 2026 Aug 13, 2026
Duquesne Family Office LLC History No change 895,400 190,514 3.66% 3.66% 48 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 870,981 185,318 0.7% 0.7% 49 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 841,327 179,009 1.35% 1.35% 50 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 815,684 173,553 0.27% 0.27% 51 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 1,302,573 170,869 1.87% 1.87% 52 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 802,871 170,826 0.21% 0.21% 53 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 780,301 166,024 2.09% 2.09% 54 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 765,621 162,901 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 06, 2026
Municipal Employees' Retirement System of Michigan History No change 748,708 159,303 1.76% 1.76% 56 0 0.0% Q2 2026 Aug 10, 2026
FIRST INTERSTATE BANK History No change 730,736 155,478 8.11% 8.11% 57 0 0.0% Q2 2026 Jul 24, 2026
EASTERN BANK History Added to 747,281 155,449 2.36% 2.38% 58 +16,019 2.19% Q3 2026 Oct 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 724,789 154,213 0.36% 0.36% 59 0 0.0% Q2 2026 Jul 27, 2026
Empower Advisory Group, LLC History No change 709,955 151,057 0.36% 0.36% 60 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 703,668 149,719 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 13, 2026
SCS Capital Management LLC History No change 665,247 141,544 1.34% 1.34% 62 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 662,513 140,962 2.59% 2.59% 63 0 0.0% Q2 2026 Aug 06, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 648,262 137,930 2.89% 2.89% 64 0 0.0% Q2 2026 Aug 14, 2026
Schusterman Interests, LLC History No change 625,000 132,981 34.69% 34.69% 65 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 613,962 130,632 0.27% 0.27% 66 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 611,190 130,042 0.42% 0.42% 67 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 585,575 128,869 0.38% 0.38% 68 0 0.0% Q2 2026 Aug 10, 2026
Bell Bank History No change 604,669 128,655 4.91% 4.91% 69 0 0.0% Q2 2026 Jul 15, 2026
US BANCORP \DE\ History No change 586,982 123,960 0.14% 0.14% 70 0 0.0% Q2 2026 Aug 12, 2026
Csenge Advisory Group History No change 578,284 123,041 4.99% 4.99% 71 0 0.0% Q2 2026 Aug 10, 2026
CHAI TRUST CO LLC History No change 1,870,111 120,622 8.29% 8.29% 72 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 575,518 119,719 3.44% 2.92% 73 +110,257 23.7% Q3 2026 Oct 08, 2026
Valeo Financial Advisors, LLC History Reduced 571,324 118,847 2.51% 2.62% 74 -12,540 -2.15% Q3 2026 Oct 08, 2026
Moment Partners, LLC History No change 544,293 115,809 20.87% 20.87% 75 0 0.0% Q2 2026 Jul 29, 2026
JABODON PT CO History No change 538,645 114,607 11.24% 11.24% 76 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 535,197 113,873 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 534,298 113,682 0.68% 0.68% 78 0 0.0% Q2 2026 Aug 17, 2026
NewEdge Advisors, LLC History No change 528,103 112,364 0.33% 0.33% 79 0 0.0% Q2 2026 Aug 12, 2026
FAS Wealth Partners, Inc. History No change 527,085 112,147 5.84% 5.84% 80 0 0.0% Q2 2026 Jul 29, 2026
MEITAV INVESTMENT HOUSE LTD History No change 525,520 111,814 0.75% 0.75% 81 0 0.0% Q2 2026 Jul 20, 2026
GLENMEDE TRUST CO NA History No change 519,937 110,626 0.49% 0.49% 82 0 0.0% Q2 2026 Aug 10, 2026
Endurance Services Ltd History No change 511,000 108,715 16.65% 16.65% 83 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 513,342 107,960 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 491,657 104,609 0.12% 0.12% 85 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 486,850 103,587 0.77% 0.77% 86 0 0.0% Q2 2026 Aug 13, 2026
GR FINANCIAL GROUP, LLC History No change 477,448 101,586 13.8% 13.8% 87 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 476,453 101,375 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 472,975 100,635 0.16% 0.16% 89 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 466,375 99,230 0.68% 0.68% 90 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 456,889 97,212 0.56% 0.56% 91 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 451,223 96,008 0.1% 0.1% 92 0 0.0% Q2 2026 Aug 13, 2026
FACTORY MUTUAL INSURANCE CO History No change 448,071 95,336 0.9% 0.9% 93 0 0.0% Q2 2026 Jul 21, 2026
FIRST MANHATTAN CO. LLC. History No change 447,053 95,119 0.24% 0.24% 94 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 445,719 94,835 1.72% 1.72% 95 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 444,688 94,616 0.48% 0.48% 96 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 437,060 92,993 0.1% 0.1% 97 0 0.0% Q2 2026 Aug 14, 2026
Vanderbilt University History No change 437,060 92,993 12.77% 12.77% 98 0 0.0% Q2 2026 Jul 22, 2026
Private Advisor Group, LLC History No change 419,044 89,159 0.41% 0.41% 99 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 416,058 88,524 0.84% 0.84% 100 0 0.0% Q2 2026 Aug 06, 2026
Consolidated Investment Group LLC History No change 414,175 88,124 7.66% 7.66% 101 0 0.0% Q2 2026 Jul 22, 2026
SAGE FINANCIAL GROUP INC History No change 407,650 86,735 4.8% 4.8% 102 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 405,664 86,314 0.99% 0.99% 103 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 398,299 84,746 0.58% 0.58% 104 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 396,727 84,411 0.12% 0.12% 105 0 0.0% Q2 2026 Aug 27, 2026
MILLENNIUM MANAGEMENT LLC History No change 395,752 84,204 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
Elliott Investment Management L.P. History No change 395,000 84,044 0.37% 0.37% 107 0 0.0% Q2 2026 Aug 14, 2026
Rock Creek Group LLC History No change 394,785 83,998 8.45% 8.45% 108 0 0.0% Q2 2026 Aug 03, 2026
Jefferies Financial Group Inc. History No change 392,030 83,412 0.55% 0.55% 109 0 0.0% Q2 2026 Aug 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 386,100 82,741 0.14% 0.14% 110 0 0.0% Q2 2026 Jul 15, 2026
Bernicke Wealth Management, Ltd. History No change 384,396 81,787 9.5% 9.5% 111 0 0.0% Q2 2026 Aug 11, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 377,237 80,264 3.0% 3.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 376,532 80,114 0.81% 0.81% 113 0 0.0% Q2 2026 Aug 11, 2026
Venture Visionary Partners LLC History Added to 384,586 80,001 2.09% 2.24% 114 +5,887 1.55% Q3 2026 Oct 07, 2026
CHOREO, LLC History No change 375,104 79,810 0.88% 0.88% 115 0 0.0% Q2 2026 Aug 04, 2026
Ally Financial Inc. History No change 369,000 78,512 10.13% 10.13% 116 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 368,450 78,395 0.95% 0.95% 117 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 354,896 75,511 0.18% 0.18% 118 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 352,967 75,100 8.84% 8.84% 119 0 0.0% Q2 2026 Aug 14, 2026
First Western Trust Bank History No change 350,642 74,606 3.64% 3.64% 120 0 0.0% Q2 2026 Jul 29, 2026
Parkwood LLC History No change 342,680 72,912 5.22% 5.22% 121 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 340,671 72,508 0.08% 0.08% 122 0 0.0% Q2 2026 Aug 14, 2026
Southern Farm Bureau Life Insurance History No change 328,428 69,899 6.69% 6.69% 123 0 0.0% Q2 2026 Jul 29, 2026
Erste Asset Management GmbH History No change 361,050 69,865 0.54% 0.54% 124 0 0.0% Q2 2026 Jul 28, 2026
Axiom Financial Strategies, LLC History No change 327,090 69,594 21.81% 21.81% 125 0 0.0% Q2 2026 Aug 06, 2026
One Day In July LLC History No change 324,827 69,113 4.8% 4.8% 126 0 0.0% Q2 2026 Aug 03, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 321,113 69,042 7.28% 7.28% 127 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 313,134 66,625 0.79% 0.79% 128 0 0.0% Q2 2026 Aug 05, 2026
Berkshire Money Management, Inc. History No change 311,345 66,244 6.05% 6.05% 129 0 0.0% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History No change 307,524 65,431 0.09% 0.09% 130 0 0.0% Q2 2026 Aug 12, 2026
RIA Advisory Group LLC History No change 306,309 65,173 14.18% 14.18% 131 0 0.0% Q2 2026 Jul 23, 2026
Arlington Trust Co LLC History No change 294,484 62,657 5.29% 5.29% 132 0 0.0% Q2 2026 Jul 07, 2026
Allen Investment Management, LLC History No change 293,951 62,538 0.74% 0.74% 133 0 0.0% Q2 2026 Aug 05, 2026
Wharton Business Group, LLC History No change 290,918 61,898 2.07% 2.07% 134 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 287,437 61,850 1.03% 1.03% 135 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 287,437 61,850 1.03% 1.03% 136 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 288,848 61,458 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 13, 2026
MASON STREET ADVISORS, LLC History No change 288,645 61,414 5.53% 5.53% 138 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 287,788 61,232 0.28% 0.28% 139 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 285,858 60,821 0.61% 0.61% 140 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 285,781 60,805 0.66% 0.66% 141 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 283,287 60,274 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 280,671 59,898 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 14, 2026
ARVEST INVESTMENTS, INC. History No change 275,090 58,531 7.08% 7.08% 144 0 0.0% Q2 2026 Jul 17, 2026
Bangor Savings Bank History Added to 280,264 58,300 4.44% 4.38% 145 +393 0.14% Q3 2026 Oct 06, 2026
Ayalon Insurance Comp Ltd. History Added to 278,400 57,913 4.81% 2.48% 146 +183,222 192.5% Q3 2026 Oct 08, 2026
SAPIENT CAPITAL LLC History Added to 276,775 57,574 0.77% 0.73% 147 +13,375 5.08% Q3 2026 Oct 08, 2026
Brookstone Capital Management History No change 270,487 57,551 0.58% 0.58% 148 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 269,222 57,282 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 265,000 56,384 0.07% 0.07% 150 0 0.0% Q2 2026 Aug 14, 2026
Sachem Head Capital Management LP History No change 265,000 56,384 1.17% 1.17% 151 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 262,957 55,949 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 07, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 261,984 55,742 7.97% 7.97% 153 0 0.0% Q2 2026 Jul 23, 2026
Elo Mutual Pension Insurance Co History No change 260,274 55,378 0.71% 0.71% 154 0 0.0% Q2 2026 Aug 13, 2026
Junto Capital Management LP History No change 258,206 54,938 0.96% 0.96% 155 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 256,784 54,635 0.83% 0.83% 156 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 254,958 54,247 0.17% 0.17% 157 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 254,462 54,141 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
PJT Investments Corp. History No change 248,755 52,927 17.9% 17.9% 159 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 247,038 52,562 0.08% 0.08% 160 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 243,367 51,790 0.21% 0.21% 161 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 236,578 50,336 3.33% 3.33% 162 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 235,566 50,187 0.64% 0.64% 163 0 0.0% Q2 2026 Aug 13, 2026
University of Illinois Foundation History No change 233,447 49,670 8.87% 8.87% 164 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 233,402 49,660 9.59% 9.59% 165 0 0.0% Q2 2026 Jul 16, 2026
Robertson Stephens Wealth Management, LLC History No change 231,919 49,345 1.22% 1.22% 166 0 0.0% Q2 2026 Jul 29, 2026
Verition Fund Management LLC History No change 231,844 49,329 0.25% 0.25% 167 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 257,035 49,314 1.8% 1.8% 168 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 230,643 49,073 0.28% 0.28% 169 0 0.0% Q2 2026 Jul 29, 2026
FSA Investment Group, LLC History Added to 235,434 48,974 15.59% 15.74% 170 +7,747 3.4% Q3 2026 Oct 07, 2026
Beacon Pointe Advisors, LLC History No change 227,908 48,491 0.23% 0.23% 171 0 0.0% Q2 2026 Aug 18, 2026
J.Safra Asset Management Corp History No change 226,895 48,276 2.22% 2.22% 172 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 226,094 48,106 0.31% 0.31% 173 0 0.0% Q2 2026 Sep 08, 2026
Steele Capital Management, Inc. History No change 221,915 47,216 1.74% 1.74% 174 0 0.0% Q2 2026 Jul 28, 2026
Cercano Management LLC History No change 221,055 47,033 6.27% 6.27% 175 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 225,453 46,898 2.82% 1.81% 176 +85,853 61.5% Q3 2026 Oct 09, 2026
Atlanta Consulting Group Advisors, LLC History No change 219,378 46,677 7.4% 7.4% 177 0 0.0% Q2 2026 Aug 14, 2026
Joule Financial, LLC History No change 218,109 46,407 12.58% 12.58% 178 0 0.0% Q2 2026 Jul 15, 2026
Main Management LLC History No change 210,052 44,693 3.0% 3.0% 179 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 209,070 44,483 2.17% 2.17% 180 0 0.0% Q2 2026 Jul 28, 2026
Moran Wealth Management, LLC History No change 207,812 44,216 1.21% 1.21% 181 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 206,883 44,018 0.19% 0.19% 182 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 200,920 42,749 7.98% 7.98% 183 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 198,693 42,275 0.81% 0.81% 184 0 0.0% Q2 2026 Aug 07, 2026
Permanens Capital L.P. History No change 198,353 42,203 4.34% 4.34% 185 0 0.0% Q2 2026 Aug 14, 2026
Visualize Group LP History No change 197,700 42,064 14.48% 14.48% 186 0 0.0% Q2 2026 Aug 14, 2026
Requisite Capital Management, LLC History No change 196,220 41,749 6.9% 6.9% 187 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 194,787 41,444 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 19, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 193,976 41,272 1.96% 1.96% 189 0 0.0% Q2 2026 Jul 13, 2026
Neuberger Berman Group LLC History No change 193,633 41,199 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 192,811 41,024 0.89% 0.89% 191 0 0.0% Q2 2026 Jul 17, 2026
VICUS CAPITAL History No change 192,668 40,993 2.65% 2.65% 192 0 0.0% Q2 2026 Aug 05, 2026
MONTAG A & ASSOCIATES INC History No change 192,176 40,889 1.73% 1.73% 193 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 191,216 40,685 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 190,711 40,577 0.22% 0.22% 195 0 0.0% Q2 2026 Jul 24, 2026
Badgley Phelps Wealth Managers, LLC History No change 190,488 40,530 0.71% 0.71% 196 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 188,062 39,979 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 187,786 39,955 0.45% 0.45% 198 0 0.0% Q2 2026 Aug 12, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 187,403 39,873 3.98% 3.98% 199 0 0.0% Q2 2026 Jul 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 187,178 39,836 0.12% 0.12% 200 0 0.0% Q2 2026 Aug 13, 2026
Granite Bay Wealth Management, LLC History No change 183,406 39,023 3.59% 3.59% 201 0 0.0% Q2 2026 Aug 14, 2026
Arvest Bank Trust Division History No change 181,609 38,640 1.88% 1.88% 202 0 0.0% Q2 2026 Aug 13, 2026
OARSMAN CAPITAL, INC. History No change 179,477 38,187 4.04% 4.04% 203 0 0.0% Q2 2026 Aug 07, 2026
Dynasty Wealth Management, LLC History No change 177,799 37,830 0.28% 0.28% 204 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 180,397 37,526 0.26% 0.28% 205 +12,964 7.74% Q3 2026 Oct 08, 2026
FMR LLC History No change 176,301 37,511 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 13, 2026
Elk River Wealth Management LLC History No change 174,613 37,152 5.92% 5.92% 207 0 0.0% Q2 2026 Aug 12, 2026
TRUE Private Wealth Advisors History No change 170,044 36,180 3.12% 3.12% 208 0 0.0% Q2 2026 Jul 23, 2026
Niles Investment Management, LLC History No change 169,388 36,040 29.18% 29.18% 209 0 0.0% Q2 2026 Aug 14, 2026
SimpliFi, Inc. History No change 169,356 36,033 14.24% 14.24% 210 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 168,478 35,949 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 27, 2026
Sollinda Capital Management LLC History No change 168,744 35,903 7.66% 7.66% 212 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 165,851 35,288 0.19% 0.19% 213 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 164,736 35,050 1.41% 1.41% 214 0 0.0% Q2 2026 Aug 12, 2026
Southeast Asset Advisors, LLC History No change 164,498 35,000 3.56% 3.56% 215 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 164,481 34,996 3.36% 3.36% 216 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 164,029 34,900 0.38% 0.38% 217 0 0.0% Q2 2026 Aug 03, 2026
GenTrust, LLC History No change 160,855 34,225 1.31% 1.31% 218 0 0.0% Q2 2026 Aug 06, 2026
Investment Planning Advisors, Inc. History No change 159,611 33,960 7.86% 7.86% 219 0 0.0% Q2 2026 Jul 23, 2026
Invesco Ltd. History No change 157,545 33,520 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
Frisch Financial Group, Inc. History No change 157,339 33,477 5.74% 5.74% 221 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 156,520 33,302 0.6% 0.6% 222 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 155,636 33,114 0.36% 0.36% 223 0 0.0% Q2 2026 Aug 12, 2026
SHUFRO ROSE & CO LLC History No change 154,808 32,938 1.89% 1.89% 224 0 0.0% Q2 2026 Aug 12, 2026
Jackson, Grant Investment Advisers, Inc. History No change 153,555 32,671 10.15% 10.15% 225 0 0.0% Q2 2026 Jul 31, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 151,185 32,167 0.48% 0.48% 226 0 0.0% Q2 2026 Aug 14, 2026
LTG Capital LLC History No change 150,978 32,123 21.48% 21.48% 227 0 0.0% Q2 2026 Aug 05, 2026
PITTENGER & ANDERSON INC History No change 149,692 31,849 1.14% 1.14% 228 0 0.0% Q2 2026 Jul 27, 2026
Parallax Volatility Advisers, L.P. History No change 149,465 31,801 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 14, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 148,683 31,740 20.61% 20.61% 230 0 0.0% Q2 2026 Aug 11, 2026
Davis Investment Partners, LLC History No change 148,273 31,548 9.6% 9.6% 231 0 0.0% Q2 2026 Aug 07, 2026
Sepio Capital, LP History No change 147,612 31,407 1.58% 1.58% 232 0 0.0% Q2 2026 Jul 28, 2026
Wealth Advisors of Iowa, LLC History No change 146,535 31,178 8.44% 8.44% 233 0 0.0% Q2 2026 Jul 30, 2026
Stephenson & Company, Inc. History No change 145,353 30,926 14.49% 14.49% 234 0 0.0% Q2 2026 Jul 28, 2026
DAVENPORT & Co LLC History No change 143,601 30,554 0.15% 0.15% 235 0 0.0% Q2 2026 Jul 13, 2026
Sequoia Financial Advisors, LLC History No change 142,173 30,250 0.15% 0.15% 236 0 0.0% Q2 2026 Jul 17, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 141,947 30,202 2.78% 2.78% 237 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 141,666 30,142 1.69% 1.69% 238 0 0.0% Q2 2026 Jul 29, 2026
Lido Advisors, LLC History No change 138,837 29,540 0.08% 0.08% 239 0 0.0% Q2 2026 Aug 07, 2026
Montis Financial, LLC History No change 138,327 29,431 6.02% 6.02% 240 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 138,034 29,369 3.86% 3.86% 241 0 0.0% Q2 2026 Aug 12, 2026
Tiller Private Wealth, Inc. History No change 137,458 29,246 9.16% 9.16% 242 0 0.0% Q2 2026 Jul 24, 2026
PartnerRe Asset Management CORP History No change 139,696 29,059 17.98% 21.01% 243 0 0.0% Q3 2026 Oct 06, 2026
BROGAN FINANCIAL, INC. History No change 136,482 29,039 11.64% 11.64% 244 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisory Solutions, LLC History No change 136,135 28,965 5.95% 5.95% 245 0 0.0% Q2 2026 Jul 24, 2026
Fairway Wealth LLC History No change 136,073 28,952 6.62% 6.62% 246 0 0.0% Q2 2026 Jul 24, 2026
Seneca House Advisors History No change 136,001 28,936 10.23% 10.23% 247 0 0.0% Q2 2026 Jul 31, 2026
HM PAYSON & CO History No change 135,176 28,761 0.38% 0.38% 248 0 0.0% Q2 2026 Jul 17, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 134,059 28,523 4.25% 4.25% 249 0 0.0% Q2 2026 Jul 20, 2026
MONEY CONCEPTS CAPITAL CORP History No change 134,013 28,513 1.32% 1.32% 250 0 0.0% Q2 2026 Aug 04, 2026
KELLEHER FINANCIAL ADVISORS History No change 131,784 28,039 3.98% 3.98% 251 0 0.0% Q2 2026 Aug 06, 2026
Element Squared LLC History No change 131,270 27,930 13.9% 13.9% 252 0 0.0% Q2 2026 Jul 28, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 131,009 27,875 0.55% 0.55% 253 0 0.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History No change 131,009 27,874 0.24% 0.24% 254 0 0.0% Q2 2026 Aug 06, 2026
Parcion Private Wealth LLC History No change 129,862 27,630 1.53% 1.53% 255 0 0.0% Q2 2026 Jul 27, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 129,659 27,587 5.09% 5.09% 256 0 0.0% Q2 2026 Aug 06, 2026
Stratos Investment Management, LLC History No change 129,366 27,525 0.99% 0.99% 257 0 0.0% Q2 2026 Aug 11, 2026
Community Financial Services Group, LLC History No change 128,365 27,394 3.99% 3.99% 258 0 0.0% Q2 2026 Jul 09, 2026
Advocacy Wealth Management, LLC History No change 128,355 27,310 0.99% 0.99% 259 0 0.0% Q2 2026 Jul 29, 2026
Solidarity Wealth, LLC History No change 127,760 27,183 4.73% 4.73% 260 0 0.0% Q2 2026 Jul 31, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 127,514 27,131 3.18% 3.18% 261 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 126,219 26,855 2.63% 2.63% 262 0 0.0% Q2 2026 Aug 05, 2026
New England Capital Financial Advisors LLC History No change 126,090 26,828 6.41% 6.41% 263 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 125,941 26,796 7.43% 7.43% 264 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 125,838 26,774 0.55% 0.55% 265 0 0.0% Q2 2026 Aug 06, 2026
MATAURO, LLC History No change 125,707 26,746 3.54% 3.54% 266 0 0.0% Q2 2026 Jul 21, 2026
Petrus Trust Company, LTA History No change 125,623 26,728 2.51% 2.51% 267 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 124,735 26,539 0.23% 0.23% 268 0 0.0% Q2 2026 Jul 27, 2026
Evernest Financial Advisors, LLC History No change 124,588 26,508 5.54% 5.54% 269 0 0.0% Q2 2026 Aug 05, 2026
Ascent Wealth Partners, LLC History No change 124,512 26,492 2.65% 2.65% 270 0 0.0% Q2 2026 Jul 31, 2026
BBR PARTNERS, LLC History No change 124,287 26,444 1.24% 1.24% 271 0 0.0% Q2 2026 Aug 11, 2026
Invariant Investment Management History Added to 125,414 26,303 15.2% 15.53% 272 +2,195 1.78% Q3 2026 Oct 08, 2026
Inlight Wealth Management, LLC History No change 123,583 26,294 8.36% 8.36% 273 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors, Ltd. LLC History No change 123,013 26,174 2.64% 2.64% 274 0 0.0% Q2 2026 Jul 16, 2026
Bleakley Financial Group, LLC History No change 122,959 26,162 0.33% 0.33% 275 0 0.0% Q2 2026 Aug 05, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 122,712 26,109 7.43% 7.43% 276 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 122,100 25,979 0.21% 0.21% 277 0 0.0% Q2 2026 Aug 13, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 121,866 25,929 10.86% 10.86% 278 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 121,187 25,785 1.3% 1.3% 279 0 0.0% Q2 2026 Aug 04, 2026
Vectors Research Management, LLC History No change 120,543 25,647 6.7% 6.7% 280 0 0.0% Q2 2026 Jul 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 120,123 25,550 8.24% 8.24% 281 0 0.0% Q2 2026 Jul 23, 2026
Fund Evaluation Group, LLC History No change 119,857 25,501 0.69% 0.69% 282 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 119,811 25,492 0.56% 0.56% 283 0 0.0% Q2 2026 Jul 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 122,271 25,434 1.64% 1.83% 284 -5,536 -4.33% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 119,050 25,330 0.34% 0.34% 285 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 118,653 25,245 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Carroll Advisory Group, LLC History No change 118,405 25,192 8.27% 8.27% 287 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 117,820 25,068 3.16% 3.16% 288 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 115,779 24,634 4.9% 4.9% 289 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 115,734 24,625 0.04% 0.04% 290 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 115,702 24,617 1.03% 1.03% 291 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 127,810 24,529 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 114,293 24,318 0.15% 0.15% 293 0 0.0% Q2 2026 Jul 20, 2026
Redhawk Wealth Advisors, Inc. History No change 113,742 24,200 2.38% 2.38% 294 0 0.0% Q2 2026 Jul 09, 2026
Compass Wealth Management LLC History No change 112,435 23,922 4.53% 4.53% 295 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 111,855 23,799 0.51% 0.51% 296 0 0.0% Q2 2026 Aug 03, 2026
Vise Technologies, Inc. History No change 111,592 23,743 0.27% 0.27% 297 0 0.0% Q2 2026 Aug 10, 2026
TUCKER ASSET MANAGEMENT LLC History No change 111,161 23,651 5.84% 5.84% 298 0 0.0% Q2 2026 Aug 27, 2026
Arax Advisory Partners History No change 110,744 23,563 0.16% 0.16% 299 0 0.0% Q2 2026 Aug 10, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 110,541 23,500 0.15% 0.15% 300 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 109,877 23,378 0.44% 0.44% 301 0 0.0% Q2 2026 Jul 28, 2026
Heritage Trust Co History No change 108,445 23,073 2.0% 2.0% 302 0 0.0% Q2 2026 Aug 06, 2026
Roth Financial Partners LLC History Reduced 110,735 23,039 6.88% 7.18% 303 -2,742 -2.42% Q3 2026 Oct 06, 2026
Partnership Wealth Management, LLC History Reduced 110,500 22,986 16.4% 17.09% 304 -8,341 -7.02% Q3 2026 Oct 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 106,892 22,743 0.17% 0.17% 305 0 0.0% Q2 2026 Jul 23, 2026
Kopp Family Office, LLC History No change 106,723 22,707 13.92% 13.92% 306 0 0.0% Q2 2026 Jul 09, 2026
LOWE BROCKENBROUGH & CO INC History No change 106,692 22,700 1.01% 1.01% 307 0 0.0% Q2 2026 Aug 03, 2026
SCOTIA CAPITAL INC. History No change 106,358 22,629 0.08% 0.08% 308 0 0.0% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History No change 106,000 22,553 0.41% 0.41% 309 0 0.0% Q2 2026 Aug 14, 2026
Sightline Wealth Advisors, LLC History No change 105,776 22,505 8.23% 8.23% 310 0 0.0% Q2 2026 Jul 22, 2026
RAELIPSKIE PARTNERSHIP History No change 105,761 22,502 8.5% 8.5% 311 0 0.0% Q2 2026 Aug 04, 2026
Davidson Kahn Capital Management, LLC History No change 105,522 22,451 9.64% 9.64% 312 0 0.0% Q2 2026 Jul 14, 2026
CSS LLC/IL History No change 105,272 22,398 0.87% 0.87% 313 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 103,979 22,123 0.1% 0.1% 314 0 0.0% Q2 2026 Aug 11, 2026
Sterneck Capital Management, LLC History No change 103,752 22,075 9.46% 9.46% 315 0 0.0% Q2 2026 Jul 30, 2026
Heck Capital Advisors, LLC History No change 103,491 22,019 1.32% 1.32% 316 0 0.0% Q2 2026 Jul 10, 2026
STEPHENS INC /AR/ History No change 100,823 21,452 0.24% 0.24% 317 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 100,317 21,344 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 14, 2026
JBF Capital, Inc. History No change 100,000 21,277 2.78% 2.78% 319 0 0.0% Q2 2026 Aug 13, 2026
Ballast, Inc. History No change 99,938 21,263 4.01% 4.01% 320 0 0.0% Q2 2026 Jul 10, 2026
Wealth Forward, LLC History No change 99,149 21,095 10.51% 10.51% 321 0 0.0% Q2 2026 Jul 29, 2026
Peak Financial Management, Inc. History No change 99,142 21,094 4.84% 4.84% 322 0 0.0% Q2 2026 Jul 20, 2026
Prasad Wealth Partners, LLC History No change 98,829 21,027 5.06% 5.06% 323 0 0.0% Q2 2026 Jul 29, 2026
Bernardo Wealth Planning LLC History No change 97,923 20,835 3.56% 3.56% 324 0 0.0% Q2 2026 Jul 27, 2026
Compton Wealth Advisory Group, LLC History No change 96,831 20,664 4.17% 4.17% 325 0 0.0% Q2 2026 Jul 21, 2026
Tradition Wealth Management, LLC History No change 96,916 20,620 1.26% 1.26% 326 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Capital Group History Added to 98,246 20,437 2.42% 2.5% 327 +147 0.15% Q3 2026 Oct 08, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 94,469 20,100 0.75% 0.75% 328 0 0.0% Q2 2026 Aug 14, 2026
Walker Financial Services, Inc. History No change 93,563 19,907 6.16% 6.16% 329 0 0.0% Q2 2026 Jul 15, 2026
Banco Santander, S.A. History No change 93,415 19,875 0.12% 0.12% 330 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 93,313 19,854 0.58% 0.58% 331 0 0.0% Q2 2026 Aug 11, 2026
Kaydan Wealth Management, Inc. History Reduced 95,179 19,799 6.79% 6.31% 332 -2,144 -2.2% Q3 2026 Oct 08, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 92,955 19,778 9.46% 9.46% 333 0 0.0% Q2 2026 Aug 12, 2026
Willis Investment Counsel History No change 92,880 19,762 0.94% 0.94% 334 0 0.0% Q2 2026 Aug 03, 2026
LeConte Wealth Management, LLC History No change 92,833 19,752 10.76% 10.76% 335 0 0.0% Q2 2026 Aug 07, 2026
Peak Asset Management, LLC History No change 92,726 19,729 2.9% 2.9% 336 0 0.0% Q2 2026 Aug 13, 2026
Select Asset Management & Trust History No change 91,044 19,371 5.58% 5.58% 337 0 0.0% Q2 2026 Aug 11, 2026
Echo45 Advisors LLC History Added to 91,504 19,034 8.67% 9.61% 338 +4,054 4.64% Q3 2026 Oct 07, 2026
OLD MISSION CAPITAL LLC History No change 2,021,600 18,961 0.3% 0.3% 339 0 0.0% Q2 2026 Aug 14, 2026
FSA WEALTH PARTNERS, INC. History No change 88,723 18,877 4.73% 4.73% 340 0 0.0% Q2 2026 Aug 03, 2026
SummitTX Capital, L.P. History No change 88,212 18,768 0.48% 0.48% 341 0 0.0% Q2 2026 Aug 14, 2026
New Harbor Financial Group, LLC History No change 87,977 18,718 2.96% 2.96% 342 0 0.0% Q2 2026 Jul 23, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 87,931 18,708 0.26% 0.26% 343 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 87,259 18,566 1.11% 1.11% 344 0 0.0% Q2 2026 Aug 05, 2026
Port Capital LLC History No change 87,000 18,510 0.76% 0.76% 345 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 86,838 18,476 0.92% 0.92% 346 0 0.0% Q2 2026 Jul 16, 2026
Gladstone Institutional Advisory LLC History No change 86,748 18,457 0.58% 0.58% 347 0 0.0% Q2 2026 Jul 27, 2026
ADG Wealth Management Group, LLC History No change 85,674 18,229 11.57% 11.57% 348 0 0.0% Q2 2026 Jul 27, 2026
SAGE RHINO CAPITAL LLC History No change 85,528 18,197 2.95% 2.95% 349 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 85,382 18,166 0.65% 0.65% 350 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 85,380 18,166 2.9% 2.9% 351 0 0.0% Q2 2026 Jul 24, 2026
COFG Advisors, LLC History No change 84,996 18,084 3.12% 3.12% 352 0 0.0% Q2 2026 Aug 14, 2026
Karras Company, Inc. History No change 84,980 18,081 16.39% 16.39% 353 0 0.0% Q2 2026 Jul 23, 2026
Essex Financial Services, Inc. History No change 84,447 17,967 0.89% 0.89% 354 0 0.0% Q2 2026 Aug 10, 2026
Crews Bank & Trust History No change 84,362 17,949 2.34% 2.34% 355 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Advisors, LLC History No change 84,246 17,925 0.98% 0.98% 356 0 0.0% Q2 2026 Aug 11, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 83,440 17,753 2.07% 2.07% 357 0 0.0% Q2 2026 Aug 13, 2026
Forge Financial Services LLC History No change 83,129 17,687 1.52% 1.52% 358 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 83,096 17,680 0.17% 0.17% 359 0 0.0% Q2 2026 Jul 27, 2026
Allegheny Financial Group History No change 82,666 17,588 1.87% 1.87% 360 0 0.0% Q2 2026 Jul 22, 2026
Measured Wealth Private Client Group, LLC History No change 82,579 17,570 4.25% 4.25% 361 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 82,042 17,456 0.08% 0.08% 362 0 0.0% Q2 2026 Aug 12, 2026
Caldwell Trust Co History No change 81,280 17,293 1.4% 1.4% 363 0 0.0% Q2 2026 Aug 03, 2026
Granby Capital Management, LLC History No change 80,000 17,021 8.88% 8.88% 364 0 0.0% Q2 2026 Aug 13, 2026
GFS Advisors, LLC History No change 20 16,961 1.79% 1.79% 365 0 0.0% Q2 2026 Aug 04, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 79,451 16,904 3.8% 3.8% 366 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 79,265 16,865 0.28% 0.28% 367 0 0.0% Q2 2026 Aug 10, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 78,798 16,765 0.36% 0.36% 368 0 0.0% Q2 2026 Aug 11, 2026
Aft, Forsyth & Sober, LLC History No change 87,300 16,754 5.24% 5.24% 369 0 0.0% Q2 2026 Aug 14, 2026
MANCHESTER FINANCIAL INC History No change 78,708 16,746 2.98% 2.98% 370 0 0.0% Q2 2026 Jul 17, 2026
CIDEL ASSET MANAGEMENT INC History No change 78,090 16,615 0.8% 0.8% 371 0 0.0% Q2 2026 Jul 17, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 77,300 16,447 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 13, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 77,155 16,416 1.9% 1.9% 373 0 0.0% Q2 2026 Aug 14, 2026
Pine Ridge Advisers LLC History No change 77,104 16,405 0.99% 0.99% 374 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 77,104 16,405 1.37% 1.37% 375 0 0.0% Q2 2026 Jul 23, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 77,065 16,397 0.59% 0.59% 376 0 0.0% Q2 2026 Jul 13, 2026
NDWM LLC History No change 77,021 16,387 9.63% 9.63% 377 0 0.0% Q2 2026 Jul 23, 2026
Berman McAleer LLC History No change 76,633 16,305 1.89% 1.89% 378 0 0.0% Q2 2026 Jul 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 76,210 16,215 0.19% 0.19% 379 0 0.0% Q2 2026 Aug 06, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 75,902 16,149 10.54% 10.54% 380 0 0.0% Q2 2026 Aug 07, 2026
IPG Investment Advisors LLC History No change 75,763 16,120 2.32% 2.32% 381 0 0.0% Q2 2026 Aug 12, 2026
Walleye Partners, LLC History No change 75,732 16,113 18.37% 18.37% 382 0 0.0% Q2 2026 Jul 24, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 75,186 15,998 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 10, 2026
Parkside Investments, LLC History No change 74,865 15,929 1.77% 1.77% 384 0 0.0% Q2 2026 Jul 13, 2026
Hi-Line Capital Management, LLC History No change 74,679 15,889 4.47% 4.47% 385 0 0.0% Q2 2026 Jul 24, 2026
National Philanthropic Trust History No change 73,187 15,571 0.23% 0.23% 386 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 73,046 15,541 1.08% 1.08% 387 0 0.0% Q2 2026 Jul 07, 2026
L. Roy Papp & Associates, LLP History No change 72,831 15,496 1.63% 1.63% 388 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisors, LLC History No change 72,675 15,462 0.2% 0.2% 389 0 0.0% Q2 2026 Aug 06, 2026
Jacksonville Wealth Management, LLC History No change 72,250 15,372 8.69% 8.69% 390 0 0.0% Q2 2026 Aug 04, 2026
Focused Wealth Management, Inc History No change 72,073 15,334 1.33% 1.33% 391 0 0.0% Q2 2026 Aug 06, 2026
Performa Ltd (US), LLC History No change 72,043 15,328 2.47% 2.47% 392 0 0.0% Q2 2026 Aug 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 72,013 15,321 0.24% 0.24% 393 0 0.0% Q2 2026 Jul 28, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 71,996 15,318 3.87% 3.87% 394 0 0.0% Q2 2026 Jul 20, 2026
RHUMBLINE ADVISERS History No change 71,527 15,218 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 71,392 15,190 0.09% 0.09% 396 0 0.0% Q2 2026 Jul 20, 2026
Archer Investment Corp History No change 71,262 15,162 2.98% 2.98% 397 0 0.0% Q2 2026 Aug 03, 2026
Tandem Wealth Advisors LLC History No change 71,243 15,158 6.03% 6.03% 398 0 0.0% Q2 2026 Aug 13, 2026
Evercore Wealth Management, LLC History No change 71,112 15,130 0.21% 0.21% 399 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 70,249 15,097 2.34% 2.34% 400 0 0.0% Q2 2026 Aug 11, 2026
Matthew Goff Investment Advisor, LLC History No change 70,422 14,983 2.53% 2.53% 401 0 0.0% Q2 2026 Jul 07, 2026
LARCH CAPITAL PARTNERS LLC History No change 69,932 14,879 2.13% 2.13% 402 0 0.0% Q2 2026 Aug 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 71,026 14,774 3.79% 3.86% 403 +1,228 1.76% Q3 2026 Oct 06, 2026
GREENWOOD GEARHART LLC History No change 69,435 14,773 0.69% 0.69% 404 0 0.0% Q2 2026 Jul 24, 2026
Ethos Financial Group, LLC History No change 67,809 14,628 0.98% 0.98% 405 0 0.0% Q2 2026 Aug 07, 2026
SSA SWISS ADVISORS AG History No change 67,745 14,414 5.41% 5.41% 406 0 0.0% Q2 2026 Aug 05, 2026
Abundance Wealth Counselors History No change 67,669 14,398 0.93% 0.93% 407 0 0.0% Q2 2026 Jul 23, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 67,361 14,332 3.06% 3.06% 408 0 0.0% Q2 2026 Jul 27, 2026
SMITH, MOORE & CO. History No change 67,050 14,266 0.93% 0.93% 409 0 0.0% Q2 2026 Aug 12, 2026
Aspen Investment Management Inc History No change 66,777 14,208 3.82% 3.82% 410 0 0.0% Q2 2026 Jul 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 66,209 14,087 2.03% 2.03% 411 0 0.0% Q2 2026 Jul 29, 2026
CABOT WEALTH MANAGEMENT INC History No change 66,033 14,049 1.43% 1.43% 412 0 0.0% Q2 2026 Jul 31, 2026
Refined Wealth Management History No change 65,994 14,041 8.47% 8.47% 413 0 0.0% Q2 2026 Jul 21, 2026
BANK OF NOVA SCOTIA History No change 65,626 13,963 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 65,513 13,939 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 65,000 13,830 0.78% 0.78% 416 0 0.0% Q2 2026 Aug 05, 2026
Per Stirling Capital Management, LLC. History No change 64,996 13,829 1.31% 1.31% 417 0 0.0% Q2 2026 Aug 14, 2026
True North Advisors, LLC History No change 64,882 13,804 1.32% 1.32% 418 0 0.0% Q2 2026 Jul 22, 2026
Gillson Capital LP History No change 64,650 13,756 0.81% 0.81% 419 0 0.0% Q2 2026 Aug 14, 2026
GUIDANCE CAPITAL, INC History No change 63,627 13,683 2.93% 2.93% 420 0 0.0% Q2 2026 Jul 20, 2026
CHEMUNG CANAL TRUST CO History No change 64,068 13,631 2.52% 2.52% 421 0 0.0% Q2 2026 Jul 15, 2026
Virtue Capital Management, LLC History No change 63,832 13,581 1.81% 1.81% 422 0 0.0% Q2 2026 Aug 05, 2026
Advisor Resource Council History No change 63,703 13,553 3.82% 3.82% 423 0 0.0% Q2 2026 Jul 28, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 63,624 13,537 0.79% 0.79% 424 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 63,448 13,499 3.32% 3.32% 425 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History No change 63,330 13,474 0.83% 0.83% 426 0 0.0% Q2 2026 Jul 23, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 62,491 13,296 5.37% 5.37% 427 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 62,206 13,239 0.07% 0.07% 428 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 62,207 13,235 0.88% 0.88% 429 0 0.0% Q2 2026 Aug 05, 2026
Courage Miller Partners, LLC History No change 62,067 13,205 3.48% 3.48% 430 0 0.0% Q2 2026 Jul 23, 2026
LM Advisors LLC History No change 61,567 13,102 1.51% 1.51% 431 0 0.0% Q2 2026 Aug 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 61,010 12,981 0.19% 0.19% 432 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 60,889 12,956 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 13, 2026
M3 Wealth Management, LLC History No change 60,528 12,878 8.36% 8.36% 434 0 0.0% Q2 2026 Aug 06, 2026
FLOW TRADERS U.S. LLC History No change 60,465 12,865 0.53% 0.53% 435 0 0.0% Q2 2026 Aug 14, 2026
CYPRESS FINANCIAL PLANNING LLC History New 61,719 12,838 3.44% — 436 +61,719 New Q3 2026 Oct 09, 2026
Maridea Wealth Management LLC History No change 60,331 12,836 1.39% 1.39% 437 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 59,926 12,750 0.21% 0.21% 438 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 59,506 12,661 0.2% 0.2% 439 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 59,240 12,604 0.24% 0.24% 440 0 0.0% Q2 2026 Jul 09, 2026
Integrated Advisors Network LLC History No change 58,945 12,541 0.58% 0.58% 441 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 58,565 12,460 0.31% 0.31% 442 0 0.0% Q2 2026 Aug 07, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 58,354 12,415 2.65% 2.65% 443 0 0.0% Q2 2026 Jul 16, 2026
Raab & Moskowitz Asset Management LLC History No change 58,196 12,382 2.49% 2.49% 444 0 0.0% Q2 2026 Jul 28, 2026
CreativeOne Wealth, LLC History No change 58,130 12,368 0.27% 0.27% 445 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 57,907 12,320 0.12% 0.12% 446 0 0.0% Q2 2026 Jul 21, 2026
Koshinski Asset Management, Inc. History No change 57,874 12,313 0.66% 0.66% 447 0 0.0% Q2 2026 Jul 27, 2026
Private Wealth Group, LLC History No change 57,736 12,284 4.74% 4.74% 448 0 0.0% Q2 2026 Jul 08, 2026
World Investment Advisors History No change 62,867 12,205 0.2% 0.2% 449 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 57,242 12,179 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 56,965 12,120 0.26% 0.26% 451 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 56,909 12,108 0.1% 0.1% 452 0 0.0% Q2 2026 Aug 06, 2026
Atlas Private Wealth Advisors History No change 56,827 12,091 2.65% 2.65% 453 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Capital Partners, LLC History No change 56,802 12,085 2.59% 2.59% 454 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Added to 58,044 12,074 0.87% 0.87% 455 +1,022 1.79% Q3 2026 Oct 01, 2026
Yelin Lapidot Holdings Management Ltd. History No change 56,190 11,955 2.27% 2.27% 456 0 0.0% Q2 2026 Aug 03, 2026
Frank, Rimerman Advisors LLC History No change 56,074 11,930 0.68% 0.68% 457 0 0.0% Q2 2026 Jul 27, 2026
Analyst IMS Investment Management Services Ltd. History No change 55,700 11,851 0.28% 0.28% 458 0 0.0% Q2 2026 Jul 29, 2026
Prism Advisors, Inc. History Reduced 55,913 11,846 2.97% 3.1% 459 -3,963 -6.62% Q3 2026 Oct 09, 2026
CM WEALTH ADVISORS LLC History No change 55,659 11,842 2.14% 2.14% 460 0 0.0% Q2 2026 Aug 10, 2026
Operose Advisors LLC History No change 55,590 11,828 2.29% 2.29% 461 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 55,550 11,819 0.22% 0.22% 462 0 0.0% Q2 2026 Jul 15, 2026
Envestnet Portfolio Solutions, Inc. History No change 55,350 11,776 0.06% 0.06% 463 0 0.0% Q2 2026 Sep 23, 2026
Prospera Financial Services Inc History No change 55,082 11,728 0.17% 0.17% 464 0 0.0% Q2 2026 Jul 15, 2026
Calydon Capital History No change 55,087 11,720 1.72% 1.72% 465 0 0.0% Q2 2026 Aug 14, 2026
Clarus Group, Inc. History No change 54,733 11,645 3.95% 3.95% 466 0 0.0% Q2 2026 Jul 24, 2026
Commerce Advisors, LLC History No change 54,374 11,569 6.29% 6.29% 467 0 0.0% Q2 2026 Aug 04, 2026
INSTRUMENTAL WEALTH, LLC History No change 54,025 11,494 5.82% 5.82% 468 0 0.0% Q2 2026 Jul 16, 2026
NWI MANAGEMENT LP History No change 54,000 11,490 0.53% 0.53% 469 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 53,986 11,486 0.23% 0.23% 470 0 0.0% Q2 2026 Jul 30, 2026
GRANVILLE CAPITAL, INC. History No change 53,946 11,478 5.13% 5.13% 471 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 53,695 11,424 0.56% 0.56% 472 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 53,625 11,409 0.13% 0.13% 473 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 56,621 11,360 3.11% 3.11% 474 0 0.0% Q2 2026 Jul 24, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 53,351 11,351 2.64% 2.64% 475 0 0.0% Q2 2026 Aug 14, 2026
Atlas Legacy Advisors, LLC History No change 53,336 11,348 1.67% 1.67% 476 0 0.0% Q2 2026 Jul 31, 2026
Round Rock Advisors LLC History No change 53,115 11,301 1.46% 1.46% 477 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 52,863 11,247 0.17% 0.17% 478 0 0.0% Q2 2026 Aug 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 52,341 11,136 0.44% 0.44% 479 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 51,999 11,063 0.42% 0.42% 480 0 0.0% Q2 2026 Jul 22, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 51,900 11,042 0.05% 0.05% 481 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 51,844 11,030 0.11% 0.11% 482 0 0.0% Q2 2026 Aug 07, 2026
Lumbard & Kellner, LLC History No change 51,810 11,023 3.34% 3.34% 483 0 0.0% Q2 2026 Aug 06, 2026
Ironwood Financial, llc History No change 50,597 10,839 1.7% 1.7% 484 0 0.0% Q2 2026 Jul 17, 2026
Modera Wealth Management, LLC History No change 50,815 10,811 0.12% 0.12% 485 0 0.0% Q2 2026 Aug 03, 2026
Bryn Mawr Trust Advisors, LLC History No change 49,961 10,630 0.46% 0.46% 486 0 0.0% Q2 2026 Aug 03, 2026
New England Private Wealth Advisors LLC History No change 49,529 10,577 1.02% 1.02% 487 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 49,665 10,567 0.39% 0.39% 488 0 0.0% Q2 2026 Aug 06, 2026
Quad-Cities Investment Group, LLC History No change 49,623 10,558 3.79% 3.79% 489 0 0.0% Q2 2026 Jul 07, 2026
ZWJ INVESTMENT COUNSEL INC History No change 49,620 10,557 0.34% 0.34% 490 0 0.0% Q2 2026 Jul 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 49,235 10,475 1.31% 1.31% 491 0 0.0% Q2 2026 Aug 05, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 49,105 10,448 1.29% 1.29% 492 0 0.0% Q2 2026 Jul 20, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 49,066 10,439 0.61% 0.61% 493 0 0.0% Q2 2026 Aug 10, 2026
Myriad Asset Management Advisors LLC History No change 49,034 10,433 2.46% 2.46% 494 0 0.0% Q2 2026 Jul 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 48,917 10,408 0.29% 0.29% 495 0 0.0% Q2 2026 Aug 10, 2026
Winthrop Capital Management, LLC History No change 48,623 10,346 2.5% 2.5% 496 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 48,171 10,249 0.44% 0.44% 497 0 0.0% Q2 2026 Jul 09, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 49,209 10,236 2.97% 3.08% 498 -597 -1.2% Q3 2026 Oct 05, 2026
FIRST UNITED BANK & TRUST History No change 47,370 10,078 2.9% 2.9% 499 0 0.0% Q2 2026 Jul 20, 2026
BOKF, NA History No change 47,283 10,060 0.14% 0.14% 500 0 0.0% Q2 2026 Aug 10, 2026
Firestone Capital Management History No change 46,893 9,977 1.86% 1.86% 501 0 0.0% Q2 2026 Jul 31, 2026
Mesirow Financial Investment Management, Inc. History No change 46,627 9,920 0.16% 0.16% 502 0 0.0% Q2 2026 Jul 22, 2026
Fire Capital Management LLC History No change 46,489 9,891 4.03% 4.03% 503 0 0.0% Q2 2026 Aug 03, 2026
McAdam, LLC History No change 46,159 9,821 0.38% 0.38% 504 0 0.0% Q2 2026 Aug 04, 2026
TigerOak Management, L.L.C. History No change 46,152 9,819 2.76% 2.76% 505 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 45,932 9,772 0.05% 0.05% 506 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 45,902 9,766 1.89% 1.89% 507 0 0.0% Q2 2026 Jul 23, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 45,823 9,749 4.88% 4.88% 508 0 0.0% Q2 2026 Aug 14, 2026
Nitorum Capital, L.P. History No change 45,800 9,744 6.64% 6.64% 509 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 45,645 9,713 0.09% 0.09% 510 0 0.0% Q2 2026 Jul 24, 2026
DeDora Capital, Inc. History No change 45,632 9,709 2.11% 2.11% 511 0 0.0% Q2 2026 Jul 13, 2026
Stelac Advisory Services LLC History No change 45,522 9,685 1.81% 1.81% 512 0 0.0% Q2 2026 Aug 10, 2026
Alexis Investment Partners, LLC History No change 45,405 9,673 5.66% 5.66% 513 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 45,246 9,626 0.44% 0.44% 514 0 0.0% Q2 2026 Jul 24, 2026
CMG Global Holdings, LLC History No change 45,186 9,614 4.08% 4.08% 515 0 0.0% Q2 2026 Jul 28, 2026
Pallas Capital Advisors LLC History No change 44,879 9,548 0.29% 0.29% 516 0 0.0% Q2 2026 Aug 07, 2026
Diesslin Group, Inc. History No change 44,552 9,479 3.66% 3.66% 517 0 0.0% Q2 2026 Jul 02, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 42,463 9,461 0.05% 0.05% 518 0 0.0% Q2 2026 Jul 29, 2026
New Insight Wealth Advisors History No change 44,235 9,411 2.77% 2.77% 519 0 0.0% Q2 2026 Jul 27, 2026
Annex Advisory Services, LLC History No change 44,138 9,391 0.16% 0.16% 520 0 0.0% Q2 2026 Jul 10, 2026
RFP Financial Group LLC History No change 44,133 9,390 4.21% 4.21% 521 0 0.0% Q2 2026 Aug 14, 2026
LCW Services, LLC History No change 44,089 9,380 4.08% 4.08% 522 0 0.0% Q2 2026 Jul 30, 2026
Connecticut Wealth Management, LLC History No change 44,074 9,377 0.35% 0.35% 523 0 0.0% Q2 2026 Jul 29, 2026
Nicollet Investment Management, Inc. History No change 43,786 9,316 2.88% 2.88% 524 0 0.0% Q2 2026 Aug 05, 2026
Blueprint Investment Partners LLC History No change 43,789 9,316 0.78% 0.78% 525 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 42,950 9,138 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 21, 2026
Luken Investment Analytics, LLC History No change 42,943 9,136 3.19% 3.19% 527 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 42,929 9,134 0.44% 0.44% 528 0 0.0% Q2 2026 Jul 23, 2026
REICON WEALTH ADVISORS, LLC History No change 42,793 9,104 5.61% 5.61% 529 0 0.0% Q2 2026 Jul 29, 2026
Coastal Bridge Advisors, LLC History No change 42,528 9,048 0.56% 0.56% 530 0 0.0% Q2 2026 Aug 17, 2026
Navalign, LLC History No change 42,418 9,025 2.1% 2.1% 531 0 0.0% Q2 2026 Jul 27, 2026
Ruggaard & Associates LLC History No change 42,329 9,006 3.23% 3.23% 532 0 0.0% Q2 2026 Aug 17, 2026
Birchcreek Wealth Management, LLC History No change 42,281 8,996 3.5% 3.5% 533 0 0.0% Q2 2026 Aug 06, 2026
BlueChip Wealth Advisors LLC History No change 42,230 8,985 3.41% 3.41% 534 0 0.0% Q2 2026 Jul 30, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 43,193 8,984 1.11% 1.21% 535 -90 -0.21% Q3 2026 Oct 09, 2026
Allworth Financial LP History No change 42,196 8,977 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 11, 2026
Reyes Financial Architecture, Inc. History No change 41,954 8,926 5.0% 5.0% 537 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 46,338 8,893 0.25% 0.25% 538 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 41,358 8,799 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 07, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 41,117 8,748 2.38% 2.38% 540 0 0.0% Q2 2026 Jul 23, 2026
Paulson Wealth Management Inc. History No change 40,960 8,715 1.85% 1.85% 541 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 40,777 8,676 0.16% 0.16% 542 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 40,712 8,662 0.14% 0.14% 543 0 0.0% Q2 2026 Jul 17, 2026
Financial Enhancement Group LLC History Added to 41,116 8,658 0.99% 1.02% 544 +1,028 2.56% Q3 2026 Oct 08, 2026
Beacon Capital Management, Inc. History No change 40,659 8,651 0.52% 0.52% 545 0 0.0% Q2 2026 Aug 13, 2026
Arkos Global Advisors History No change 40,620 8,643 1.02% 1.02% 546 0 0.0% Q2 2026 Aug 14, 2026
Fairvoy Private Wealth, LLC History No change 40,547 8,627 1.74% 1.74% 547 0 0.0% Q2 2026 Jul 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 40,534 8,624 0.1% 0.1% 548 0 0.0% Q2 2026 Aug 07, 2026
OPTIMA CAPITAL LLC History No change 40,468 8,610 3.4% 3.4% 549 0 0.0% Q2 2026 Jul 24, 2026
Fluent Financial, LLC History No change 40,438 8,603 3.07% 3.07% 550 0 0.0% Q2 2026 Jul 09, 2026
Sageworth Trust Co History No change 40,425 8,601 0.34% 0.34% 551 0 0.0% Q2 2026 Jul 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 40,427 8,601 0.58% 0.58% 552 0 0.0% Q2 2026 Aug 04, 2026
Ancora Advisors LLC History No change 40,213 8,556 0.16% 0.16% 553 0 0.0% Q2 2026 Aug 14, 2026
III Capital Management History No change 40,000 8,510 2.16% 2.16% 554 0 0.0% Q2 2026 Aug 14, 2026
Intesa Sanpaolo Wealth Management History No change 40,000 8,510 1.7% 1.7% 555 0 0.0% Q2 2026 Jul 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 39,915 8,492 0.42% 0.42% 556 0 0.0% Q2 2026 Jul 20, 2026
Jain Global LLC History No change 39,906 8,490 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 14, 2026
McHugh Group, LLC History No change 39,902 8,490 4.34% 4.34% 558 0 0.0% Q2 2026 Jul 16, 2026
Standard Family Office LLC History No change 39,820 8,472 7.45% 7.45% 559 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 39,613 8,428 0.42% 0.42% 560 0 0.0% Q2 2026 Jul 28, 2026
Richard W. Paul & Associates, LLC History No change 39,568 8,418 2.57% 2.57% 561 0 0.0% Q2 2026 Aug 10, 2026
Lantern Wealth Advisors, LLC History No change 39,534 8,411 3.85% 3.85% 562 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History Reduced 40,428 8,409 0.54% 0.59% 563 -1,818 -4.3% Q3 2026 Oct 06, 2026
Magnus Financial Group LLC History No change 39,320 8,366 0.59% 0.59% 564 0 0.0% Q2 2026 Jul 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 39,053 8,309 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 38,971 8,291 0.15% 0.15% 566 0 0.0% Q2 2026 Aug 11, 2026
Lifestyle Asset Management, Inc. History No change 38,908 8,278 2.22% 2.22% 567 0 0.0% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 38,272 8,143 0.31% 0.31% 568 0 0.0% Q2 2026 Jul 20, 2026
Joel Isaacson & Co., LLC History No change 38,224 8,132 0.24% 0.24% 569 0 0.0% Q2 2026 Aug 04, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 38,107 8,107 0.11% 0.11% 570 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 38,025 8,090 1.73% 1.73% 571 0 0.0% Q2 2026 Jul 01, 2026
Curbstone Financial Management Corp History No change 37,991 8,083 1.38% 1.38% 572 0 0.0% Q2 2026 Jul 14, 2026
PMG Wealth Management, Inc. History No change 37,920 8,068 4.99% 4.99% 573 0 0.0% Q2 2026 Aug 05, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 37,922 8,068 5.35% 5.35% 574 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 37,720 8,025 1.6% 1.6% 575 0 0.0% Q2 2026 Jul 22, 2026
BCWM, LLC History No change 37,715 8,024 2.35% 2.35% 576 0 0.0% Q2 2026 Aug 14, 2026
Lakeshore Financial Planning, Inc. History No change 37,547 7,989 2.57% 2.57% 577 0 0.0% Q2 2026 Jul 13, 2026
Financial Guidance Group, Inc. History No change 37,522 7,983 2.99% 2.99% 578 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 37,496 7,978 0.04% 0.04% 579 0 0.0% Q2 2026 Aug 13, 2026
Vigilare Wealth Management History No change 37,457 7,969 2.44% 2.44% 580 0 0.0% Q2 2026 Jul 06, 2026
Blueprint Financial Advisors LLC History No change 37,343 7,945 0.88% 0.88% 581 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 37,322 7,940 0.22% 0.22% 582 0 0.0% Q2 2026 Jul 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 37,316 7,939 0.29% 0.29% 583 0 0.0% Q2 2026 Jul 21, 2026
Composition Wealth, LLC History No change 37,265 7,928 0.09% 0.09% 584 0 0.0% Q2 2026 Jul 22, 2026
PCM Encore, LLC History No change 37,230 7,921 1.39% 1.39% 585 0 0.0% Q2 2026 Aug 11, 2026
Gainplan LLC History Added to 37,990 7,902 3.07% 2.87% 586 +3,762 10.99% Q3 2026 Oct 08, 2026
Wealthfront Advisers LLC History No change 37,124 7,898 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFIED MANAGEMENT INC History Added to 37,962 7,896 1.38% 1.62% 588 +2,345 6.58% Q3 2026 Oct 08, 2026
WESPAC Advisors, LLC History No change 37,084 7,890 3.85% 3.85% 589 0 0.0% Q2 2026 Aug 10, 2026
Garner Asset Management Corp History No change 37,037 7,880 2.56% 2.56% 590 0 0.0% Q2 2026 Aug 07, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 36,768 7,823 3.29% 3.29% 591 0 0.0% Q2 2026 Jul 16, 2026
OPPENHEIMER & CO INC History No change 36,612 7,789 0.08% 0.08% 592 0 0.0% Q2 2026 Aug 03, 2026
Members Trust Co History No change 36,570 7,780 0.24% 0.24% 593 0 0.0% Q2 2026 Jul 31, 2026
Wood Tarver Financial Group, LLC History No change 36,025 7,665 1.81% 1.81% 594 0 0.0% Q2 2026 Aug 13, 2026
Black Diamond Financial, LLC History No change 35,915 7,641 0.67% 0.67% 595 0 0.0% Q2 2026 Aug 04, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 35,828 7,623 0.45% 0.45% 596 0 0.0% Q2 2026 Aug 03, 2026
Ehrenkranz Partners L.P. History No change 35,785 7,613 4.39% 4.39% 597 0 0.0% Q2 2026 Aug 14, 2026
BURKE & HERBERT BANK & TRUST CO History No change 35,733 7,602 1.88% 1.88% 598 0 0.0% Q2 2026 Aug 07, 2026
Elgethun Capital Management History No change 35,680 7,591 1.06% 1.06% 599 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 35,595 7,573 0.08% 0.08% 600 0 0.0% Q2 2026 Jul 28, 2026
Cherry Tree Wealth Management, LLC History No change 35,492 7,551 1.42% 1.42% 601 0 0.0% Q2 2026 Sep 15, 2026
Haverford Trust Co History No change 35,306 7,512 0.06% 0.06% 602 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 35,271 7,504 0.12% 0.12% 603 0 0.0% Q2 2026 Aug 14, 2026
FCA CORP /TX History No change 35,243 7,498 1.85% 1.85% 604 0 0.0% Q2 2026 Aug 11, 2026
Modus Advisors, LLC History No change 35,180 7,485 1.85% 1.85% 605 0 0.0% Q2 2026 Aug 03, 2026
Sagace Wealth Management LLC History No change 34,785 7,401 4.64% 4.64% 606 0 0.0% Q2 2026 Aug 03, 2026
Ameraudi Asset Management, Inc. History No change 34,718 7,386 3.35% 3.35% 607 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 34,581 7,357 0.44% 0.44% 608 0 0.0% Q2 2026 Aug 04, 2026
Birch Hill Investment Advisors LLC History No change 34,540 7,349 0.3% 0.3% 609 0 0.0% Q2 2026 Jul 21, 2026
Lunt Capital Management, Inc. History No change 34,283 7,294 2.68% 2.68% 610 0 0.0% Q2 2026 Jul 30, 2026
Intrepid Financial Planning Group LLC History No change 34,031 7,240 2.46% 2.46% 611 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 33,874 7,207 1.15% 1.15% 612 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 33,814 7,194 0.2% 0.2% 613 0 0.0% Q2 2026 Jul 17, 2026
San Luis Wealth Advisors LLC History No change 33,747 7,180 1.08% 1.08% 614 0 0.0% Q2 2026 Jul 16, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 33,659 7,161 0.79% 0.79% 615 0 0.0% Q2 2026 Jul 09, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 33,416 7,109 1.03% 1.03% 616 0 0.0% Q2 2026 Aug 12, 2026
BigSur Wealth Management LLC History No change 33,229 7,070 1.7% 1.7% 617 0 0.0% Q2 2026 Jul 14, 2026
GWN SECURITIES INC. History No change 33,225 7,069 1.18% 1.18% 618 0 0.0% Q2 2026 Aug 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 36,798 7,062 1.22% 1.22% 619 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 33,103 7,043 0.09% 0.09% 620 0 0.0% Q2 2026 Jul 22, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 33,060 7,034 2.61% 2.61% 621 0 0.0% Q2 2026 Aug 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 32,906 7,001 0.34% 0.34% 622 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 32,851 6,989 0.28% 0.28% 623 0 0.0% Q2 2026 Aug 12, 2026
Wealth Care LLC History No change 32,758 6,969 5.64% 5.64% 624 0 0.0% Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 32,707 6,959 0.08% 0.08% 625 0 0.0% Q2 2026 Aug 18, 2026
Snowden Capital Advisors LLC History No change 32,554 6,926 0.16% 0.16% 626 0 0.0% Q2 2026 Aug 13, 2026
Azimuth Capital Investment Management LLC History No change 32,462 6,906 0.23% 0.23% 627 0 0.0% Q2 2026 Aug 12, 2026
KLCM Advisors, Inc. History No change 32,286 6,869 0.54% 0.54% 628 0 0.0% Q2 2026 Aug 06, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 32,217 6,854 0.03% 0.03% 629 0 0.0% Q2 2026 Aug 13, 2026
ATWOOD & PALMER INC History Added to 32,781 6,819 0.35% 0.34% 630 +2,860 9.56% Q3 2026 Oct 08, 2026
PEAK6 LLC History No change 31,791 6,764 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 12, 2026
CapWealth Advisors, LLC History Reduced 32,374 6,734 0.51% 0.48% 632 -745 -2.25% Q3 2026 Oct 05, 2026
Stone Summit Wealth LLC History No change 31,632 6,730 1.71% 1.71% 633 0 0.0% Q2 2026 Jul 23, 2026
EXCALIBUR MANAGEMENT CORP History No change 31,472 6,696 2.21% 2.21% 634 0 0.0% Q2 2026 Aug 03, 2026
Simmons Bank History No change 31,446 6,690 0.38% 0.38% 635 0 0.0% Q2 2026 Jul 31, 2026
Great Diamond Partners, LLC History No change 31,345 6,669 1.15% 1.15% 636 0 0.0% Q2 2026 Jul 17, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 31,265 6,652 1.04% 1.04% 637 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 31,262 6,651 1.36% 1.36% 638 0 0.0% Q2 2026 Jul 23, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 31,212 6,641 1.06% 1.06% 639 0 0.0% Q2 2026 Jul 24, 2026
Clear Harbor Asset Management, LLC History No change 31,196 6,637 0.41% 0.41% 640 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 31,171 6,632 1.1% 1.1% 641 0 0.0% Q2 2026 Jul 21, 2026
Waycross Investment Management Co History No change 30,858 6,565 5.0% 5.0% 642 0 0.0% Q2 2026 Jul 14, 2026
Joseph P. Lucia & Associates, LLC History No change 30,687 6,529 1.96% 1.96% 643 0 0.0% Q2 2026 Aug 07, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 30,611 6,513 0.39% 0.39% 644 0 0.0% Q2 2026 Jul 31, 2026
Johnson Bixby & Associates, LLC History No change 30,509 6,491 0.72% 0.72% 645 0 0.0% Q2 2026 Jul 16, 2026
CARRET ASSET MANAGEMENT, LLC History No change 30,490 6,487 0.57% 0.57% 646 0 0.0% Q2 2026 Aug 04, 2026
Gambit Capital Management, LLC History No change 30,420 6,472 3.77% 3.77% 647 0 0.0% Q2 2026 Aug 11, 2026
BridgePort Financial Solutions, LLC History No change 30,333 6,453 1.64% 1.64% 648 0 0.0% Q2 2026 Jul 24, 2026
Phoenix Wealth Advisors History No change 30,181 6,421 2.17% 2.17% 649 0 0.0% Q2 2026 Jul 31, 2026
FSM Wealth Advisors, LLC History No change 30,178 6,421 0.68% 0.68% 650 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 30,175 6,420 0.13% 0.13% 651 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 30,062 6,396 1.71% 1.71% 652 0 0.0% Q2 2026 Jul 23, 2026
Moors & Cabot, Inc. History No change 30,049 6,393 0.25% 0.25% 653 0 0.0% Q2 2026 Aug 10, 2026
Eldridge Investment Advisors, Inc. History No change 29,824 6,345 1.26% 1.26% 654 0 0.0% Q2 2026 Aug 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 29,537 6,284 0.72% 0.72% 655 0 0.0% Q2 2026 Aug 10, 2026
Radnor Capital Management, LLC History No change 29,510 6,278 0.88% 0.88% 656 0 0.0% Q2 2026 Jul 16, 2026
CRA Financial Services, LLC History No change 29,468 6,269 0.72% 0.72% 657 0 0.0% Q2 2026 Jul 24, 2026
HBK INVESTMENTS L P History No change 29,400 6,255 0.06% 0.06% 658 0 0.0% Q2 2026 Sep 16, 2026
Focus Financial Network, Inc. History No change 29,295 6,233 0.19% 0.19% 659 0 0.0% Q2 2026 Jul 09, 2026
Grant Street Asset Management, Inc. History No change 29,262 6,226 1.02% 1.02% 660 0 0.0% Q2 2026 Aug 05, 2026
Pettinga Financial Advisors LLC History No change 29,183 6,209 1.0% 1.0% 661 0 0.0% Q2 2026 Jul 09, 2026
Orion Capital Management LLC History No change 29,090 6,189 1.91% 1.91% 662 0 0.0% Q2 2026 Aug 17, 2026
Black Maple Capital Management LP History No change 28,900 6,149 3.49% 3.49% 663 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 28,741 6,115 0.33% 0.33% 664 0 0.0% Q2 2026 Jul 30, 2026
Nvest Wealth Strategies, Inc. History No change 28,731 6,113 3.82% 3.82% 665 0 0.0% Q2 2026 Jul 10, 2026
St. Louis Trust Co History No change 9,972 6,095 0.7% 0.7% 666 0 0.0% Q2 2026 Jul 30, 2026
Freedom Day Solutions, LLC History No change 28,633 6,092 1.35% 1.35% 667 0 0.0% Q2 2026 Jul 24, 2026
Mezzasalma Advisors, LLC History No change 28,614 6,088 1.22% 1.22% 668 0 0.0% Q2 2026 Aug 10, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 28,612 6,087 0.35% 0.35% 669 0 0.0% Q2 2026 Jul 29, 2026
TCP Asset Management, LLC History No change 28,586 6,082 0.69% 0.69% 670 0 0.0% Q2 2026 Jul 15, 2026
Modern Wealth Management, LLC History No change 28,575 6,079 0.07% 0.07% 671 0 0.0% Q2 2026 Aug 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 28,339 6,029 0.56% 0.56% 672 0 0.0% Q2 2026 Jul 28, 2026
Horizon Wealth Management, LLC History No change 28,223 6,004 0.77% 0.77% 673 0 0.0% Q2 2026 Aug 06, 2026
Grange Capital, LLC History No change 28,217 6,003 5.53% 5.53% 674 0 0.0% Q2 2026 Jul 28, 2026
CHILTON INVESTMENT CO INC. History No change 28,185 5,996 0.14% 0.14% 675 0 0.0% Q2 2026 Aug 14, 2026
J2 Capital Management Inc History No change 28,132 5,985 4.02% 4.02% 676 0 0.0% Q2 2026 Jul 20, 2026
GENESIS PRIVATE WEALTH, LLC History No change 28,110 5,980 1.68% 1.68% 677 0 0.0% Q2 2026 Jul 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 27,943 5,963 0.36% 0.36% 678 0 0.0% Q2 2026 Jul 22, 2026
River Wealth Advisors LLC History No change 27,976 5,952 0.62% 0.62% 679 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Wealth Management Group, Inc. History No change 27,816 5,918 2.76% 2.76% 680 0 0.0% Q2 2026 Jul 15, 2026
Atom Investors LP History No change 27,764 5,907 0.53% 0.53% 681 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 27,716 5,897 0.23% 0.23% 682 0 0.0% Q2 2026 Aug 17, 2026
Garden State Investment Advisory Services LLC History No change 27,713 5,896 1.07% 1.07% 683 0 0.0% Q2 2026 Aug 11, 2026
Royal Harbor Partners, LLC History No change 27,535 5,858 1.82% 1.82% 684 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 27,452 5,842 0.12% 0.12% 685 0 0.0% Q2 2026 Aug 05, 2026
Milestone Investment Advisors LLC History No change 27,382 5,826 1.26% 1.26% 686 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 27,358 5,820 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 14, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 27,348 5,818 2.37% 2.37% 688 0 0.0% Q2 2026 Aug 04, 2026
Darrow Company, Inc. History No change 27,343 5,817 2.25% 2.25% 689 0 0.0% Q2 2026 Jul 29, 2026
Central Pacific Bank - Trust Division History Added to 27,795 5,781 0.61% 0.45% 690 +6,795 32.36% Q3 2026 Oct 05, 2026
Bison Wealth, LLC History No change 26,868 5,776 0.53% 0.53% 691 0 0.0% Q2 2026 Jul 07, 2026
Delta Wealth Advisors LLC History Added to 27,705 5,763 3.96% 4.2% 692 +67 0.24% Q3 2026 Oct 09, 2026
WealthCare Asset Management, LLC History No change 27,026 5,750 2.39% 2.39% 693 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 26,155 5,749 1.87% 1.87% 694 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 26,975 5,739 0.11% 0.11% 695 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Management, LLC History No change 26,947 5,733 2.92% 2.92% 696 0 0.0% Q2 2026 Jul 20, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 26,923 5,728 3.39% 3.39% 697 0 0.0% Q2 2026 Jul 21, 2026
Sage Capital Management, LLC History No change 26,861 5,719 2.23% 2.23% 698 0 0.0% Q2 2026 Jul 20, 2026
ROMANO BROTHERS AND COMPANY History No change 26,832 5,709 0.57% 0.57% 699 0 0.0% Q2 2026 Jul 21, 2026
AGF MANAGEMENT LTD History No change 26,711 5,683 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 26,639 5,668 1.98% 1.98% 701 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 26,636 5,667 1.22% 1.22% 702 0 0.0% Q2 2026 Jul 22, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 26,529 5,659 2.02% 2.02% 703 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 26,348 5,606 0.14% 0.14% 704 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 26,297 5,595 0.29% 0.29% 705 0 0.0% Q2 2026 Jul 31, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 26,281 5,591 0.88% 0.88% 706 0 0.0% Q2 2026 Jul 30, 2026
WealthShield Partners, LLC History No change 26,154 5,564 0.85% 0.85% 707 0 0.0% Q2 2026 Aug 12, 2026
Lester Murray Antman dba SimplyRich History No change 26,084 5,550 1.3% 1.3% 708 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 25,879 5,506 0.43% 0.43% 709 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 25,810 5,491 0.09% 0.09% 710 0 0.0% Q2 2026 Jul 28, 2026
Aprio Wealth Management, LLC History No change 25,523 5,430 0.27% 0.27% 711 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 25,439 5,412 1.56% 1.56% 712 0 0.0% Q2 2026 Jul 14, 2026
VIAWEALTH, LLC History No change 25,432 5,411 2.72% 2.72% 713 0 0.0% Q2 2026 Aug 11, 2026
Prostatis Group LLC History No change 25,395 5,403 1.26% 1.26% 714 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 25,384 5,400 2.01% 2.01% 715 0 0.0% Q2 2026 Aug 06, 2026
Evolution Wealth Advisors, LLC History No change 25,379 5,399 0.63% 0.63% 716 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 25,350 5,393 0.37% 0.37% 717 0 0.0% Q2 2026 Jul 21, 2026
Trueblood Wealth Management, LLC History No change 25,273 5,377 1.88% 1.88% 718 0 0.0% Q2 2026 Jul 27, 2026
Wakefield Asset Management LLLP History No change 25,149 5,350 1.2% 1.2% 719 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 25,141 5,349 0.21% 0.21% 720 0 0.0% Q2 2026 Aug 14, 2026
RMR Capital Management, LLC History No change 25,080 5,336 3.67% 3.67% 721 0 0.0% Q2 2026 Jul 27, 2026
Tailwinds Wealth, LLC History No change 24,927 5,303 3.13% 3.13% 722 0 0.0% Q2 2026 Jul 13, 2026
STRATEGY ASSET MANAGERS LLC History No change 24,855 5,288 0.79% 0.79% 723 0 0.0% Q2 2026 Aug 14, 2026
PRAIRIE ADVISORY, LLC History No change 24,845 5,286 1.24% 1.24% 724 0 0.0% Q2 2026 Jul 20, 2026
CVFG LLC History No change 24,760 5,268 0.55% 0.55% 725 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 24,619 5,238 0.15% 0.15% 726 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 24,556 5,224 0.16% 0.16% 727 0 0.0% Q2 2026 Jul 15, 2026
Global Retirement Partners, LLC History No change 24,486 5,209 0.08% 0.08% 728 0 0.0% Q2 2026 Aug 06, 2026
CEERA INVESTMENTS, LLC History No change 24,357 5,182 2.2% 2.2% 729 0 0.0% Q2 2026 Aug 05, 2026
Balefire, LLC History Reduced 24,901 5,179 0.81% 1.03% 730 -4,748 -16.01% Q3 2026 Oct 09, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 24,328 5,176 2.66% 2.66% 731 0 0.0% Q2 2026 Jul 28, 2026
Confluence Wealth Services, Inc. History No change 24,272 5,164 0.15% 0.15% 732 0 0.0% Q2 2026 Jul 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 24,741 5,146 0.73% 0.76% 733 -265 -1.06% Q3 2026 Oct 08, 2026
Costello Asset Management, INC History No change 24,176 5,143 1.54% 1.54% 734 0 0.0% Q2 2026 Jul 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 24,084 5,124 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 11, 2026
TICINO WEALTH History No change 24,077 5,122 1.62% 1.62% 736 0 0.0% Q2 2026 Jul 20, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 24,011 5,108 0.64% 0.64% 737 0 0.0% Q2 2026 Jul 27, 2026
Kapitalo Investimentos Ltda History No change 24,000 5,106 0.32% 0.32% 738 0 0.0% Q2 2026 Aug 14, 2026
Bulltick Wealth Management, LLC History No change 23,994 5,105 1.04% 1.04% 739 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 23,884 5,081 0.27% 0.27% 740 0 0.0% Q2 2026 Aug 05, 2026
RAINIER FAMILY WEALTH INC History No change 23,733 5,049 2.87% 2.87% 741 0 0.0% Q2 2026 Jul 15, 2026
Samalin Investment Counsel, LLC History No change 23,557 5,012 1.57% 1.57% 742 0 0.0% Q2 2026 Jul 27, 2026
INKWELL CAPITAL LLC History No change 23,510 5,002 5.2% 5.2% 743 0 0.0% Q2 2026 Aug 03, 2026
MGO ONE SEVEN LLC History No change 23,450 4,989 0.08% 0.08% 744 0 0.0% Q2 2026 Jul 31, 2026
Empowered Funds, LLC History No change 23,224 4,941 0.03% 0.03% 745 0 0.0% Q2 2026 Aug 14, 2026
Well Done, LLC History No change 23,211 4,938 0.66% 0.66% 746 0 0.0% Q2 2026 Jul 24, 2026
Bellars Harris Wealth Management, LLC History No change 23,191 4,934 1.0% 1.0% 747 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 23,059 4,906 0.1% 0.1% 748 0 0.0% Q2 2026 Jul 30, 2026
Valmark Advisers, Inc. History No change 23,019 4,897 0.05% 0.05% 749 0 0.0% Q2 2026 Aug 06, 2026
NWAM LLC History No change 23,017 4,897 0.24% 0.24% 750 0 0.0% Q2 2026 Jul 23, 2026
Cannell & Spears LLC History No change 22,956 4,884 0.09% 0.09% 751 0 0.0% Q2 2026 Aug 11, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 22,788 4,848 1.7% 1.7% 752 0 0.0% Q2 2026 Aug 03, 2026
Sunpointe, LLC History No change 22,742 4,838 1.37% 1.37% 753 0 0.0% Q2 2026 Jul 24, 2026
Fonville Wealth Management LLC History No change 22,727 4,835 0.79% 0.79% 754 0 0.0% Q2 2026 Jul 28, 2026
Crumly & Associates Inc. History Reduced 23,206 4,827 0.86% 1.08% 755 -3,315 -12.5% Q3 2026 Oct 07, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 23,203 4,826 2.32% 2.52% 756 -796 -3.32% Q3 2026 Oct 09, 2026
Ironsides Asset Advisors, LLC History No change 22,647 4,818 1.13% 1.13% 757 0 0.0% Q2 2026 Aug 12, 2026
LexAurum Advisors, LLC History No change 22,647 4,818 0.56% 0.56% 758 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 22,638 4,816 0.05% 0.05% 759 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History No change 22,601 4,808 0.15% 0.15% 760 0 0.0% Q2 2026 Jul 31, 2026
Alta Wealth Advisors LLC History No change 22,513 4,790 1.3% 1.3% 761 0 0.0% Q2 2026 Jul 30, 2026
Marex Group Ltd History No change 22,429 4,772 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 22,335 4,760 0.23% 0.23% 763 0 0.0% Q2 2026 Jul 28, 2026
Battery Global Advisors, LLC History No change 22,256 4,735 2.37% 2.37% 764 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 22,157 4,714 0.15% 0.15% 765 0 0.0% Q2 2026 Jul 31, 2026
Tranquilli Financial Advisor LLC History No change 22,131 4,708 2.53% 2.53% 766 0 0.0% Q2 2026 Aug 07, 2026
Mendota Financial Group, LLC History Reduced 22,616 4,704 2.92% 4.25% 767 -9,644 -29.89% Q3 2026 Oct 07, 2026
SIG BROKERAGE, LP History No change 22,000 4,680 0.09% 0.09% 768 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 21,762 4,630 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 10, 2026
Turning Point Benefit Group, Inc. History No change 21,715 4,629 1.99% 1.99% 770 0 0.0% Q2 2026 Jul 23, 2026
Markin Asset Management, LP History No change 21,703 4,617 3.95% 3.95% 771 0 0.0% Q2 2026 Jul 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 21,699 4,616 0.46% 0.46% 772 0 0.0% Q2 2026 Jul 13, 2026
Vontobel Holding Ltd. History No change 21,679 4,612 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 03, 2026
Telos Capital Management, Inc. History No change 21,643 4,605 0.41% 0.41% 774 0 0.0% Q2 2026 Jul 22, 2026
Benchmark Financial Wealth Advisors, LLC History No change 21,441 4,561 1.12% 1.12% 775 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group History No change 21,232 4,517 0.27% 0.27% 776 0 0.0% Q2 2026 Jul 29, 2026
Daniel Investment Group, Inc. History No change 21,153 4,500 2.66% 2.66% 777 0 0.0% Q2 2026 Aug 03, 2026
KPP Advisory Services LLC History No change 21,117 4,493 0.57% 0.57% 778 0 0.0% Q2 2026 Jul 24, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 20,958 4,463 3.93% 3.93% 779 0 0.0% Q2 2026 Jul 16, 2026
Longaeva Partners L.P. History No change 20,922 4,451 0.1% 0.1% 780 0 0.0% Q2 2026 Aug 14, 2026
COWA, LLC History No change 20,840 4,434 1.11% 1.11% 781 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 20,776 4,420 0.22% 0.22% 782 0 0.0% Q2 2026 Aug 14, 2026
Hegarty Advisors, LLC History No change 20,777 4,420 3.04% 3.04% 783 0 0.0% Q2 2026 Jul 27, 2026
ASPIRIANT, LLC History No change 20,744 4,414 0.11% 0.11% 784 0 0.0% Q2 2026 Jul 20, 2026
Global Financial Private Client, LLC History No change 20,750 4,414 1.2% 1.2% 785 0 0.0% Q2 2026 Jul 20, 2026
Independent Advisor Alliance History No change 20,598 4,382 0.1% 0.1% 786 0 0.0% Q2 2026 Aug 12, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 20,558 4,374 1.43% 1.43% 787 0 0.0% Q2 2026 Jul 16, 2026
Safe Harbor Fiduciary, LLC History No change 20,483 4,358 3.39% 3.39% 788 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 20,405 4,341 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 20,369 4,333 0.23% 0.23% 790 0 0.0% Q2 2026 Jul 29, 2026
Gator Capital Management, LLC History No change 20,361 4,332 0.91% 0.91% 791 0 0.0% Q2 2026 Aug 13, 2026
BEARING POINT CAPITAL, LLC History No change 20,312 4,321 0.58% 0.58% 792 0 0.0% Q2 2026 Aug 11, 2026
Acorn Wealth Advisors, LLC History No change 20,300 4,319 1.05% 1.05% 793 0 0.0% Q2 2026 Jul 30, 2026
BESSEMER GROUP INC History No change 20,205 4,300 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 12, 2026
Exit Wealth Advisors, LLC. History No change 20,175 4,292 1.95% 1.95% 795 0 0.0% Q2 2026 Aug 11, 2026
Second Line Capital, LLC History No change 20,156 4,288 0.8% 0.8% 796 0 0.0% Q2 2026 Sep 02, 2026
First PREMIER Bank History No change 20,140 4,285 0.69% 0.69% 797 0 0.0% Q2 2026 Jul 15, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 20,109 4,278 2.14% 2.14% 798 0 0.0% Q2 2026 Aug 12, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 20,000 4,255 0.17% 0.17% 799 0 0.0% Q2 2026 Aug 12, 2026
Ursa Fund Management, LLC History No change 20,000 4,255 0.33% 0.33% 800 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 19,922 4,238 0.04% 0.04% 801 0 0.0% Q2 2026 Aug 05, 2026
Meridian Financial Advisors, LLC History No change 19,831 4,219 2.03% 2.03% 802 0 0.0% Q2 2026 Jul 22, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 19,827 4,218 0.84% 0.84% 803 0 0.0% Q2 2026 Jul 08, 2026
STOCK YARDS BANK & TRUST CO History No change 19,784 4,209 0.12% 0.12% 804 0 0.0% Q2 2026 Aug 19, 2026
B. Riley Wealth Advisors, Inc. History No change 19,707 4,198 0.22% 0.22% 805 0 0.0% Q2 2026 Jul 14, 2026
Maltin Wealth Management, Inc. History No change 19,576 4,165 1.39% 1.39% 806 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 19,475 4,144 2.65% 2.65% 807 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 19,447 4,137 0.21% 0.21% 808 0 0.0% Q2 2026 Jul 16, 2026
Wellington Shields Capital Management, LLC History No change 19,345 4,116 0.52% 0.52% 809 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 21,412 4,109 0.17% 0.17% 810 0 0.0% Q2 2026 Jul 09, 2026
Synergy Asset Management, LLC History No change 19,265 4,099 0.39% 0.39% 811 0 0.0% Q2 2026 Jul 22, 2026
Investment Research Partners LLC History No change 19,213 4,087 1.38% 1.38% 812 0 0.0% Q2 2026 Aug 04, 2026
Strong Tower Advisory Services History No change 19,205 4,086 0.73% 0.73% 813 0 0.0% Q2 2026 Jul 13, 2026
Jacobi Capital Management LLC History No change 19,129 4,070 0.2% 0.2% 814 0 0.0% Q2 2026 Jul 31, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 19,101 4,064 0.25% 0.25% 815 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 18,846 4,009 0.6% 0.6% 816 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History No change 18,763 3,992 0.29% 0.29% 817 0 0.0% Q2 2026 Jul 17, 2026
Edgestream Partners, L.P. History No change 18,713 3,981 0.12% 0.12% 818 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 18,712 3,981 0.14% 0.14% 819 0 0.0% Q2 2026 Aug 05, 2026
Penobscot Investment Management Company, Inc. History No change 18,654 3,969 0.27% 0.27% 820 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS History No change 18,608 3,959 0.02% 0.02% 821 0 0.0% Q2 2026 Aug 13, 2026
Bigelow Investment Advisors, LLC History No change 18,461 3,927 1.42% 1.42% 822 0 0.0% Q2 2026 Jul 30, 2026
Financial Planning Hawaii, Inc. History No change 18,452 3,925 2.11% 2.11% 823 0 0.0% Q2 2026 Jul 23, 2026
Mirae Asset Global Investments Co., Ltd. History No change 18,440 3,923 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 22, 2026
NATIXIS ADVISORS, LLC History No change 18,418 3,918 0.0% 0.0% 825 0 0.0% Q2 2026 Aug 14, 2026
EQUITY INVESTMENT CORP History No change 18,387 3,912 0.07% 0.07% 826 0 0.0% Q2 2026 Aug 07, 2026
Marble Wealth, LLC History No change 18,359 3,906 0.6% 0.6% 827 0 0.0% Q2 2026 Aug 07, 2026
Martel Wealth Advisors LLC History No change 18,352 3,904 0.61% 0.61% 828 0 0.0% Q2 2026 Jul 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 18,256 3,884 0.14% 0.14% 829 0 0.0% Q2 2026 Aug 13, 2026
Oxbow Advisors, LLC History No change 18,049 3,840 0.31% 0.31% 830 0 0.0% Q2 2026 Aug 07, 2026
Wellspring Financial Advisors, LLC History No change 18,024 3,834 0.25% 0.25% 831 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 17,900 3,819 0.17% 0.17% 832 0 0.0% Q2 2026 Aug 20, 2026
BostonPremier Wealth LLC History No change 17,943 3,817 1.62% 1.62% 833 0 0.0% Q2 2026 Jul 24, 2026
Fourth Dimension Wealth, LLC History No change 17,915 3,811 1.2% 1.2% 834 0 0.0% Q2 2026 Jul 31, 2026
Verity Asset Management, Inc. History No change 17,886 3,805 1.44% 1.44% 835 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 17,874 3,802 0.41% 0.41% 836 0 0.0% Q2 2026 Aug 05, 2026
Lord & Richards Wealth Management, LLC History No change 17,775 3,781 2.96% 2.96% 837 0 0.0% Q2 2026 Jul 21, 2026
Williams Jones Wealth Management, LLC. History No change 17,734 3,773 0.04% 0.04% 838 0 0.0% Q2 2026 Aug 05, 2026
Y-Intercept (Hong Kong) Ltd History No change 17,712 3,768 0.07% 0.07% 839 0 0.0% Q2 2026 Jul 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 17,689 3,763 2.0% 2.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Intellectus Partners, LLC History No change 17,668 3,759 0.65% 0.65% 841 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Group, LLC History No change 17,640 3,753 0.1% 0.1% 842 0 0.0% Q2 2026 Aug 05, 2026
Stegner Investment Associates Inc. History No change 17,631 3,751 1.78% 1.78% 843 0 0.0% Q2 2026 Jul 24, 2026
Clear Creek Financial Management, LLC History No change 17,617 3,748 0.24% 0.24% 844 0 0.0% Q2 2026 Jul 27, 2026
TPG Advisors LLC History No change 17,592 3,743 2.05% 2.05% 845 0 0.0% Q2 2026 Jul 29, 2026
WESPAC Advisors SoCal, LLC History No change 17,503 3,724 0.66% 0.66% 846 0 0.0% Q2 2026 Jul 16, 2026
Private Advisory Group LLC History No change 17,501 3,723 0.2% 0.2% 847 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 17,497 3,722 0.38% 0.38% 848 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 17,455 3,713 0.07% 0.07% 849 0 0.0% Q2 2026 Aug 12, 2026
TOWLE & CO History No change 17,443 3,711 1.26% 1.26% 850 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 17,280 3,676 0.35% 0.35% 851 0 0.0% Q2 2026 Aug 07, 2026
Regal Investment Advisors LLC History No change 17,270 3,674 0.19% 0.19% 852 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Group LLC History No change 17,200 3,659 0.19% 0.19% 853 0 0.0% Q2 2026 Aug 11, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History No change 17,125 3,643 0.22% 0.22% 854 0 0.0% Q2 2026 Aug 06, 2026
Bienville Capital Management, LLC History No change 17,126 3,643 0.49% 0.49% 855 0 0.0% Q2 2026 Aug 13, 2026
Headlands Technologies LLC History No change 16,978 3,612 0.38% 0.38% 856 0 0.0% Q2 2026 Aug 12, 2026
Perennial Advisors, LLC History No change 16,794 3,573 0.55% 0.55% 857 0 0.0% Q2 2026 Jul 13, 2026
Fortis Capital Advisors, LLC History No change 16,782 3,570 0.4% 0.4% 858 0 0.0% Q2 2026 Jul 31, 2026
SPINNAKER TRUST History No change 16,698 3,552 0.17% 0.17% 859 0 0.0% Q2 2026 Aug 03, 2026
Keystone Global Partners, LLC History No change 16,632 3,538 1.34% 1.34% 860 0 0.0% Q2 2026 Jul 16, 2026
Atlas Wealth LLC History No change 16,552 3,521 0.5% 0.5% 861 0 0.0% Q2 2026 Jul 28, 2026
KELLY FINANCIAL GROUP LLC History No change 16,511 3,513 0.78% 0.78% 862 0 0.0% Q2 2026 Jul 14, 2026
Wingate Wealth Advisors, Inc. History No change 16,510 3,512 1.55% 1.55% 863 0 0.0% Q2 2026 Jul 29, 2026
ROMAN BUTLER FULLERTON & CO History No change 16,311 3,494 0.83% 0.83% 864 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 16,419 3,493 0.25% 0.25% 865 0 0.0% Q2 2026 Aug 13, 2026
ADVISORY RESEARCH INC History No change 16,408 3,491 0.35% 0.35% 866 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 16,257 3,459 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 16,229 3,453 1.31% 1.31% 868 0 0.0% Q2 2026 Jul 30, 2026
Boston Partners History No change 17,169 3,446 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 04, 2026
Sincerus Advisory, LLC History Added to 16,507 3,433 2.24% 2.12% 870 +1,804 12.27% Q3 2026 Oct 08, 2026
Chicago Partners Investment Group LLC History No change 16,164 3,425 0.07% 0.07% 871 0 0.0% Q2 2026 Jul 29, 2026
WESBANCO BANK INC History No change 16,092 3,423 0.09% 0.09% 872 0 0.0% Q2 2026 Jul 28, 2026
Farmers National Bank History No change 16,045 3,413 0.71% 0.71% 873 0 0.0% Q2 2026 Aug 11, 2026
Cushing Capital Partners, LLC History No change 16,030 3,410 2.35% 2.35% 874 0 0.0% Q2 2026 Jul 29, 2026
Lexington Hill Partners, LLC History No change 15,999 3,404 1.65% 1.65% 875 0 0.0% Q2 2026 Jul 08, 2026
Schuylkill Financial LLC History No change 15,829 3,368 3.11% 3.11% 876 0 0.0% Q2 2026 Aug 07, 2026
Delos Wealth Advisors, LLC History No change 15,824 3,366 1.73% 1.73% 877 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 15,764 3,354 2.2% 2.2% 878 0 0.0% Q2 2026 Jul 31, 2026
Simplicity Wealth,LLC History No change 15,725 3,345 0.11% 0.11% 879 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 15,712 3,343 0.09% 0.09% 880 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 15,673 3,334 0.08% 0.08% 881 0 0.0% Q2 2026 Aug 05, 2026
Shepherd Financial Partners LLC History No change 15,638 3,327 0.27% 0.27% 882 0 0.0% Q2 2026 Aug 10, 2026
Brightwater Advisory LLC History No change 15,587 3,316 2.1% 2.1% 883 0 0.0% Q2 2026 Aug 07, 2026
Tripletail Wealth Management, LLC History No change 15,367 3,302 3.8% 3.8% 884 0 0.0% Q2 2026 Aug 14, 2026
GEM Asset Management, LLC History No change 15,511 3,300 1.3% 1.3% 885 0 0.0% Q2 2026 Jul 21, 2026
American Alpha Advisors, LLC History No change 15,477 3,293 1.78% 1.78% 886 0 0.0% Q2 2026 Aug 14, 2026
Bouchey Financial Group, Ltd. History No change 15,458 3,288 0.21% 0.21% 887 0 0.0% Q2 2026 Jul 27, 2026
Trek Financial, LLC History No change 15,394 3,275 0.16% 0.16% 888 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 15,361 3,268 0.2% 0.2% 889 0 0.0% Q2 2026 Aug 07, 2026
Alpha Omega Wealth Management LLC History No change 15,352 3,266 0.5% 0.5% 890 0 0.0% Q2 2026 Jul 20, 2026
Saxony Capital Management, LLC History No change 15,305 3,256 1.49% 1.49% 891 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Alliance LLC History No change 15,288 3,252 0.22% 0.22% 892 0 0.0% Q2 2026 Jul 20, 2026
Madison Wealth Partners, Inc History No change 15,243 3,243 0.41% 0.41% 893 0 0.0% Q2 2026 Aug 12, 2026
Drexel Morgan & Co. History No change 15,215 3,237 0.45% 0.45% 894 0 0.0% Q2 2026 Aug 13, 2026
Godshalk Welsh Capital Management, Inc. History No change 15,205 3,235 1.74% 1.74% 895 0 0.0% Q2 2026 Aug 14, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 15,201 3,234 0.43% 0.43% 896 0 0.0% Q2 2026 Jul 24, 2026
Counterweight Ventures, LLC History No change 15,154 3,224 1.61% 1.61% 897 0 0.0% Q2 2026 Jul 23, 2026
Cordoba Advisory Partners LLC History No change 15,121 3,217 0.68% 0.68% 898 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE TRUST CO NA History No change 15,100 3,212 0.26% 0.26% 899 0 0.0% Q2 2026 Jul 28, 2026
Baker Ellis Asset Management LLC History No change 15,085 3,209 0.33% 0.33% 900 0 0.0% Q2 2026 Jul 23, 2026
First Washington CORP History No change 14,993 3,190 0.78% 0.78% 901 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 14,972 3,185 0.25% 0.25% 902 0 0.0% Q2 2026 Aug 11, 2026
Inscription Capital, LLC History No change 14,914 3,173 0.28% 0.28% 903 0 0.0% Q2 2026 Aug 13, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 14,872 3,164 1.47% 1.47% 904 0 0.0% Q2 2026 Jul 10, 2026
BIRINYI ASSOCIATES INC History No change 14,844 3,158 0.75% 0.75% 905 0 0.0% Q2 2026 Aug 05, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 14,785 3,145 0.21% 0.21% 906 0 0.0% Q2 2026 Aug 03, 2026
LYELL WEALTH MANAGEMENT, LP History No change 14,773 3,143 0.19% 0.19% 907 0 0.0% Q2 2026 Aug 05, 2026
GC Wealth Management RIA, LLC History No change 14,750 3,138 0.18% 0.18% 908 0 0.0% Q2 2026 Jul 16, 2026
EFG International AG History No change 14,723 3,132 0.06% 0.06% 909 0 0.0% Q2 2026 Aug 14, 2026
CenterStar Asset Management, LLC History Reduced 15,000 3,120 0.73% 1.32% 910 -21,500 -58.9% Q3 2026 Oct 09, 2026
Tandem Investment Partners LLC History No change 14,660 3,119 2.4% 2.4% 911 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 14,637 3,114 0.14% 0.14% 912 0 0.0% Q2 2026 Jul 23, 2026
BCS Private Wealth Management, Inc. History No change 14,615 3,109 0.94% 0.94% 913 0 0.0% Q2 2026 Jul 31, 2026
Pine Valley Investments Ltd Liability Co History No change 14,567 3,099 0.12% 0.12% 914 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 14,558 3,097 0.06% 0.06% 915 0 0.0% Q2 2026 Aug 11, 2026
Aureus Asset Management, LLC History No change 14,553 3,096 0.19% 0.19% 916 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 14,466 3,077 0.13% 0.13% 917 0 0.0% Q2 2026 Aug 05, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 14,403 3,064 0.16% 0.16% 918 0 0.0% Q2 2026 Sep 11, 2026
Francis Financial, Inc. History No change 14,374 3,058 0.5% 0.5% 919 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 14,664 3,050 0.82% 0.82% 921 +47 0.32% Q3 2026 Oct 02, 2026
TOWER BRIDGE ADVISORS History No change 14,338 3,050 0.28% 0.28% 920 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 14,317 3,046 0.29% 0.29% 922 0 0.0% Q2 2026 Jul 29, 2026
Trinity Wealth Management, LLC History No change 14,272 3,036 0.96% 0.96% 923 0 0.0% Q2 2026 Jul 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 14,256 3,033 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 13,744 3,019 0.06% 0.06% 925 0 0.0% Q2 2026 Aug 06, 2026
Monument Capital Management History No change 14,505 3,017 0.63% 0.62% 926 0 0.0% Q3 2026 Oct 08, 2026
Financial Sense Advisors, Inc. History No change 14,162 3,013 0.59% 0.59% 927 0 0.0% Q2 2026 Aug 14, 2026
Roger Wittlin Investment Advisory, LLC History No change 14,160 3,012 2.37% 2.37% 928 0 0.0% Q2 2026 Jul 17, 2026
GROUP ONE TRADING LLC History No change 14,148 3,010 0.0% 0.0% 929 0 0.0% Q2 2026 Aug 13, 2026
DAVIS R M INC History No change 14,144 3,009 0.05% 0.05% 930 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 14,110 3,002 0.06% 0.06% 931 0 0.0% Q2 2026 Aug 05, 2026
Crescent Grove Advisors, LLC History No change 14,105 3,001 0.25% 0.25% 932 0 0.0% Q2 2026 Aug 10, 2026
WASHINGTON TRUST Co History No change 14,079 2,995 0.09% 0.09% 933 0 0.0% Q2 2026 Aug 03, 2026
Riverbend Wealth Management, LLC History No change 14,073 2,994 1.5% 1.5% 934 0 0.0% Q2 2026 Jul 22, 2026
Fearless Solutions, LLC dba Best Invest History No change 13,988 2,976 1.57% 1.57% 935 0 0.0% Q2 2026 Jul 21, 2026
CAPE ANN SAVINGS BANK History No change 13,890 2,955 1.39% 1.39% 936 0 0.0% Q2 2026 Aug 04, 2026
Soundwatch Capital LLC History No change 13,819 2,940 0.33% 0.33% 937 0 0.0% Q2 2026 Aug 13, 2026
Astra Wealth Partners LLC History No change 13,800 2,936 1.56% 1.56% 938 0 0.0% Q2 2026 Aug 11, 2026
Avail Investment Partners, LLC History No change 13,775 2,930 2.26% 2.26% 939 0 0.0% Q2 2026 Jul 31, 2026
INVESTMENT HOUSE LLC History No change 13,734 2,922 0.13% 0.13% 940 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Management, LLC History No change 13,630 2,900 0.09% 0.09% 941 0 0.0% Q2 2026 Aug 05, 2026
Klingman & Associates, LLC History No change 13,603 2,894 0.12% 0.12% 942 0 0.0% Q2 2026 Jul 29, 2026
Biondo Investment Advisors, LLC History No change 13,517 2,876 0.35% 0.35% 943 0 0.0% Q2 2026 Aug 13, 2026
Greenwich Wealth Management LLC History No change 13,509 2,874 0.1% 0.1% 944 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 13,479 2,867 0.09% 0.09% 945 0 0.0% Q2 2026 Jul 17, 2026
FIRST NATIONAL BANK OF OMAHA History No change 13,439 2,862 0.08% 0.08% 946 0 0.0% Q2 2026 Aug 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 13,449 2,861 0.12% 0.12% 947 0 0.0% Q2 2026 Jul 27, 2026
Blue Capital, Inc. History No change 13,440 2,859 1.82% 1.82% 948 0 0.0% Q2 2026 Aug 11, 2026
PCG Wealth Advisors, LLC History No change 13,427 2,856 0.64% 0.64% 949 0 0.0% Q2 2026 Aug 03, 2026
VISIONARY HORIZONS, LLC History No change 13,395 2,850 1.19% 1.19% 950 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Wealth Group, LLC History No change 13,375 2,845 0.17% 0.17% 951 0 0.0% Q2 2026 Jul 27, 2026
Meadow Creek Wealth Advisors LLC History No change 13,346 2,839 1.73% 1.73% 952 0 0.0% Q2 2026 Aug 14, 2026
Retireful, LLC History Reduced 13,639 2,837 2.44% 9.12% 953 -32,447 -70.41% Q3 2026 Oct 08, 2026
MONECO ADVISORS, LLC History No change 13,288 2,827 0.17% 0.17% 954 0 0.0% Q2 2026 Aug 11, 2026
OLD NATIONAL BANCORP /IN/ History No change 13,285 2,826 0.06% 0.06% 955 0 0.0% Q2 2026 Jul 15, 2026
Arrowroot Family Office, LLC History No change 13,257 2,820 0.81% 0.81% 956 0 0.0% Q2 2026 Aug 06, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 31,239 2,814 3.39% 3.39% 957 0 0.0% Q2 2026 Jul 27, 2026
SlateStone Wealth, LLC History No change 13,156 2,799 0.21% 0.21% 958 0 0.0% Q2 2026 Jul 20, 2026
Tudor Financial Inc. History No change 13,105 2,788 1.25% 1.25% 959 0 0.0% Q2 2026 Aug 10, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 13,103 2,788 0.94% 0.94% 960 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 12,925 2,775 0.05% 0.05% 961 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 13,038 2,774 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 04, 2026
Waterford Advisors, LLC History No change 13,024 2,771 0.76% 0.76% 963 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 12,986 2,763 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 03, 2026
First Heartland Consultants, Inc. History Added to 13,271 2,760 0.18% 0.06% 965 +9,243 229.47% Q3 2026 Oct 08, 2026
Valued Retirements, Inc. History No change 12,960 2,757 2.48% 2.48% 966 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 12,949 2,755 0.09% 0.09% 967 0 0.0% Q2 2026 Jul 30, 2026
Fiduciary Group, LLC History No change 12,916 2,748 0.22% 0.22% 968 0 0.0% Q2 2026 Aug 10, 2026
WCG Wealth Advisors LLC History No change 12,910 2,746 0.07% 0.07% 969 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 12,836 2,731 1.22% 1.22% 970 0 0.0% Q2 2026 Aug 07, 2026
Laraway Financial Advisors Inc History No change 12,797 2,722 1.65% 1.65% 971 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA SECURITIES, LLC History No change 12,792 2,721 0.23% 0.23% 972 0 0.0% Q2 2026 Aug 14, 2026
Madison Asset Management, LLC History No change 12,760 2,714 0.03% 0.03% 973 0 0.0% Q2 2026 Aug 10, 2026
Hyposwiss Advisors SA History No change 12,745 2,710 2.57% 2.57% 974 0 0.0% Q2 2026 Jul 21, 2026
Western Wealth Management, LLC History No change 12,733 2,709 0.09% 0.09% 975 0 0.0% Q2 2026 Aug 14, 2026
EPIQ PARTNERS, LLC History Reduced 12,988 2,701 1.16% 1.24% 976 -748 -5.45% Q3 2026 Oct 07, 2026
BURNS J W & CO INC/NY History No change 12,655 2,692 0.28% 0.28% 977 0 0.0% Q2 2026 Jul 15, 2026
HOURGLASS CAPITAL, LLC History No change 12,620 2,685 0.53% 0.53% 978 0 0.0% Q2 2026 Jul 30, 2026
Worth Asset Management, LLC History Added to 12,857 2,674 0.78% 0.6% 979 +4,006 45.26% Q3 2026 Oct 07, 2026
REDW Wealth LLC History No change 12,564 2,673 0.96% 0.96% 980 0 0.0% Q2 2026 Jul 30, 2026
CoreFirst Bank & Trust History No change 12,539 2,667 1.33% 1.33% 981 0 0.0% Q2 2026 Aug 05, 2026
Financial Solutions Advisory Group, Inc. History No change 12,451 2,658 0.34% 0.34% 982 0 0.0% Q2 2026 Jul 13, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 12,488 2,657 0.52% 0.52% 983 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Advisors, LLC History No change 12,486 2,656 0.3% 0.3% 984 0 0.0% Q2 2026 Aug 14, 2026
Parisi Gray Wealth Management History No change 12,433 2,645 0.54% 0.54% 985 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO History No change 12,248 2,633 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 27, 2026
Farnam Financial LLC History No change 12,355 2,628 1.92% 1.92% 987 0 0.0% Q2 2026 Jul 22, 2026
HERBST GROUP, LLC History No change 12,333 2,624 1.43% 1.43% 988 0 0.0% Q2 2026 Jul 09, 2026
Envision Financial Transparency, LLC History No change 16,000 2,624 2.24% 2.24% 989 0 0.0% Q2 2026 Aug 21, 2026
OMNI 360 Wealth, Inc. History No change 12,291 2,615 1.21% 1.21% 990 0 0.0% Q2 2026 Jul 13, 2026
EagleClaw Capital Managment, LLC History No change 12,285 2,613 0.35% 0.35% 991 0 0.0% Q2 2026 Aug 10, 2026
Brindle & Bay Financial Advisors, LLC History No change 12,261 2,608 1.3% 1.3% 992 0 0.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History No change 12,122 2,579 0.1% 0.1% 993 0 0.0% Q2 2026 Jul 29, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 12,050 2,563 0.69% 0.69% 994 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Concepts, LLC History No change 12,033 2,559 0.76% 0.76% 995 0 0.0% Q2 2026 Jul 27, 2026
CORDA Investment Management, LLC. History No change 12,015 2,556 0.16% 0.16% 996 0 0.0% Q2 2026 Aug 06, 2026
Cypress Capital Group History No change 12,008 2,554 0.24% 0.24% 997 0 0.0% Q2 2026 Aug 05, 2026
BTC Capital Management, Inc. History No change 12,000 2,553 0.15% 0.15% 998 0 0.0% Q2 2026 Jul 16, 2026
Moss Adams Wealth Advisors LLC History No change 11,962 2,545 0.16% 0.16% 999 0 0.0% Q2 2026 Jul 27, 2026
MTM Investment Management, LLC History No change 11,945 2,541 0.73% 0.73% 1000 0 0.0% Q2 2026 Aug 03, 2026
Outlook Wealth Advisors, LLC History No change 11,920 2,536 0.55% 0.55% 1001 0 0.0% Q2 2026 Aug 03, 2026
Milestone Asset Management Group, LLC History No change 11,919 2,535 1.28% 1.28% 1002 0 0.0% Q2 2026 Jul 30, 2026
Wedmont Private Capital History Added to 11,924 2,526 0.06% 0.06% 1003 +1,500 14.39% Q3 2026 Oct 09, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 11,825 2,516 1.29% 1.29% 1004 0 0.0% Q2 2026 Jul 20, 2026
Copia Wealth Management History No change 11,786 2,507 1.51% 1.51% 1005 0 0.0% Q2 2026 Aug 17, 2026
Boston Trust Walden Corp History No change 11,779 2,506 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 24, 2026
Net Worth Advisory Group History No change 11,779 2,506 0.63% 0.63% 1007 0 0.0% Q2 2026 Jul 13, 2026
Dodds Wealth, LLC History No change 11,761 2,502 0.56% 0.56% 1008 0 0.0% Q2 2026 Aug 06, 2026
Triangle Securities Wealth Management History No change 11,751 2,500 0.5% 0.5% 1009 0 0.0% Q2 2026 Jul 14, 2026
Trilogy Capital Inc. History No change 11,695 2,488 0.1% 0.1% 1010 0 0.0% Q2 2026 Jul 02, 2026
Lionsbridge Wealth Management LLC History No change 11,658 2,480 2.43% 2.43% 1011 0 0.0% Q2 2026 Aug 05, 2026
Bluespring Wealth Management, LLC History No change 11,596 2,467 0.05% 0.05% 1012 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 11,573 2,462 0.9% 0.9% 1013 0 0.0% Q2 2026 Jul 28, 2026
Fortune Financial Advisors, LLC History No change 11,546 2,456 1.05% 1.05% 1014 0 0.0% Q2 2026 Jul 22, 2026
Greykasell Wealth Strategies, Inc. History No change 11,484 2,443 0.89% 0.89% 1015 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation & Management Company, LLC History No change 11,468 2,440 0.79% 0.79% 1016 0 0.0% Q2 2026 Jul 15, 2026
LGL PARTNERS, LLC History No change 11,450 2,436 0.89% 0.89% 1017 0 0.0% Q2 2026 Jul 27, 2026
Heritage Wealth Management, Inc. History No change 11,447 2,435 0.61% 0.61% 1018 0 0.0% Q2 2026 Jul 28, 2026
Tranquility Partners, LLC History No change 11,377 2,420 0.83% 0.83% 1019 0 0.0% Q2 2026 Jul 23, 2026
AlphaStar Capital Management, LLC History No change 11,339 2,412 0.15% 0.15% 1020 0 0.0% Q2 2026 Jul 30, 2026
Dana Investment Advisors, Inc. History No change 11,283 2,400 0.06% 0.06% 1021 0 0.0% Q2 2026 Aug 13, 2026
SevenBridge Financial Group, LLC History No change 10,908 2,400 0.35% 0.35% 1022 0 0.0% Q2 2026 Aug 12, 2026
Tyche Wealth Partners LLC History No change 11,271 2,398 0.34% 0.34% 1023 0 0.0% Q2 2026 Aug 06, 2026
PW Nova Financial Services LLC History No change 11,233 2,390 0.51% 0.51% 1024 0 0.0% Q2 2026 Jul 29, 2026
Compass Wealth Management, LLC/GA History No change 11,222 2,387 0.95% 0.95% 1025 0 0.0% Q2 2026 Jul 21, 2026
KWB Wealth History No change 11,214 2,386 0.2% 0.2% 1026 0 0.0% Q2 2026 Jul 10, 2026
Beacon Financial Advisory LLC History No change 11,190 2,380 0.47% 0.47% 1027 0 0.0% Q2 2026 Aug 05, 2026
ASL Financial, LLC History No change 11,173 2,377 1.67% 1.67% 1028 0 0.0% Q2 2026 Jul 21, 2026
Hudson Oak Wealth Advisory LLC History No change 11,154 2,373 1.83% 1.83% 1029 0 0.0% Q2 2026 Jul 21, 2026
Merkkuri Wealth Advisors LLC History No change 11,122 2,366 1.47% 1.47% 1030 0 0.0% Q2 2026 Jul 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 11,080 2,357 0.14% 0.14% 1031 0 0.0% Q2 2026 Jul 15, 2026
BKM Wealth Management, LLC History No change 11,052 2,351 0.83% 0.83% 1032 0 0.0% Q2 2026 Jul 29, 2026
Oribel Capital Management, LP History No change 5,400 2,345 0.07% 0.07% 1033 0 0.0% Q2 2026 Aug 13, 2026
HORIZON BANCORP INC /IN/ History No change 10,978 2,336 1.09% 1.09% 1034 0 0.0% Q2 2026 Aug 04, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 10,970 2,334 1.44% 1.44% 1035 0 0.0% Q2 2026 Jul 28, 2026
Schrum Private Wealth Management LLC History No change 14,035 2,326 2.39% 2.39% 1036 0 0.0% Q2 2026 Aug 10, 2026
Everest Private Wealth History No change 10,870 2,312 0.86% 0.86% 1037 0 0.0% Q2 2026 Aug 07, 2026
Provident Wealth Management, LLC History No change 10,864 2,311 0.6% 0.6% 1038 0 0.0% Q2 2026 Aug 04, 2026
Visionary Wealth Advisors History No change 10,850 2,308 0.09% 0.09% 1039 0 0.0% Q2 2026 Aug 13, 2026
BLUE JEAN FINANCIAL LLC History No change 10,821 2,302 1.6% 1.6% 1040 0 0.0% Q2 2026 Jul 24, 2026
BOK Financial Private Wealth, Inc. History No change 10,799 2,297 0.12% 0.12% 1041 0 0.0% Q2 2026 Aug 07, 2026
Charis Legacy Partners, LLC History No change 10,780 2,293 2.82% 2.82% 1042 0 0.0% Q2 2026 Jul 09, 2026
Red Door Wealth Management, LLC History No change 10,768 2,291 0.21% 0.21% 1043 0 0.0% Q2 2026 Jul 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 10,746 2,286 0.16% 0.16% 1044 0 0.0% Q2 2026 Aug 07, 2026
TFR Capital, LLC. History No change 10,712 2,279 0.64% 0.64% 1045 0 0.0% Q2 2026 Aug 06, 2026
Creekside Partners History No change 10,691 2,274 0.82% 0.82% 1046 0 0.0% Q2 2026 Jul 30, 2026
Gerber Kawasaki Wealth & Investment Management History No change 10,645 2,265 0.06% 0.06% 1047 0 0.0% Q2 2026 Aug 07, 2026
Balentine LLC History No change 10,597 2,254 0.08% 0.08% 1048 0 0.0% Q2 2026 Aug 06, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 10,551 2,244 0.15% 0.15% 1049 0 0.0% Q2 2026 Aug 05, 2026
Delta Investment Management, LLC History No change 10,477 2,229 0.37% 0.37% 1050 0 0.0% Q2 2026 Aug 13, 2026
Del-Sette Capital Management, LLC History No change 10,419 2,216 1.29% 1.29% 1051 0 0.0% Q2 2026 Jul 30, 2026
Rooted Wealth Advisors, Inc. History No change 10,382 2,209 0.54% 0.54% 1052 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 10,353 2,202 0.03% 0.03% 1053 0 0.0% Q2 2026 Aug 11, 2026
Texas Capital Bank Wealth Management Services Inc History No change 10,311 2,193 0.12% 0.12% 1054 0 0.0% Q2 2026 Aug 07, 2026
CAHILL FINANCIAL ADVISORS INC History No change 10,270 2,185 0.21% 0.21% 1055 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Advisors LLC History No change 10,259 2,182 1.97% 1.97% 1056 0 0.0% Q2 2026 Jul 27, 2026
Talon Private Wealth, LLC History No change 10,145 2,158 0.25% 0.25% 1057 0 0.0% Q2 2026 Sep 11, 2026
Peak Retirement Planning, Inc. History No change 10,119 2,153 0.34% 0.34% 1058 0 0.0% Q2 2026 Aug 10, 2026
J. Safra Sarasin Holding AG History No change 11,036 2,152 0.03% 0.03% 1059 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 10,080 2,144 0.04% 0.04% 1060 0 0.0% Q2 2026 Aug 11, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 9,970 2,142 1.67% 1.67% 1061 0 0.0% Q2 2026 Jul 09, 2026
MJP ASSOCIATES INC /ADV History No change 10,062 2,140 0.23% 0.23% 1062 0 0.0% Q2 2026 Aug 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 10,052 2,138 0.11% 0.11% 1063 0 0.0% Q2 2026 Jul 20, 2026
Weil Company, Inc. History No change 10,041 2,136 0.38% 0.38% 1064 0 0.0% Q2 2026 Aug 05, 2026
Graetz Wealth LLC History No change 10,020 2,131 1.7% 1.7% 1065 0 0.0% Q2 2026 Aug 13, 2026
Peak Planning Group, LLC History No change 10,020 2,131 0.48% 0.48% 1066 0 0.0% Q2 2026 Aug 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 10,001 2,127 0.03% 0.03% 1067 0 0.0% Q2 2026 Aug 10, 2026
Independent Solutions Wealth Management, LLC History No change 9,982 2,123 0.28% 0.28% 1068 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 9,929 2,112 0.04% 0.04% 1069 0 0.0% Q2 2026 Jul 23, 2026
Second Half Financial Partners, LLC History No change 9,922 2,111 0.87% 0.87% 1070 0 0.0% Q2 2026 Jul 16, 2026
Hobbs Group Advisors, LLC History No change 9,924 2,111 0.56% 0.56% 1071 0 0.0% Q2 2026 Aug 13, 2026
Highlander Partners, L.P. History No change 9,900 2,106 0.71% 0.71% 1072 0 0.0% Q2 2026 Jul 28, 2026
T3 Companies, LLC History No change 9,900 2,106 2.25% 2.25% 1073 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 9,894 2,105 0.1% 0.1% 1074 0 0.0% Q2 2026 Jul 28, 2026
NovaPoint Capital, LLC History No change 9,834 2,092 0.44% 0.44% 1075 0 0.0% Q2 2026 Aug 06, 2026
FOCUSED ALPHA, LLC History No change 9,784 2,081 0.53% 0.53% 1076 0 0.0% Q2 2026 Aug 07, 2026
ProVise Management Group, LLC History No change 9,765 2,077 0.14% 0.14% 1077 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 9,762 2,077 0.12% 0.12% 1078 0 0.0% Q2 2026 Jul 29, 2026
NCM Capital Management, LLC History No change 9,755 2,075 0.64% 0.64% 1079 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 9,718 2,067 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 9,699 2,063 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 10, 2026
Interval Partners, LP History No change 9,686 2,060 0.05% 0.05% 1082 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 9,681 2,059 0.06% 0.06% 1083 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 9,632 2,049 0.07% 0.07% 1084 0 0.0% Q2 2026 Jul 24, 2026
Taylor Securities Services, Inc. History No change 9,618 2,046 0.83% 0.83% 1085 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 9,609 2,044 0.01% 0.01% 1086 0 0.0% Q2 2026 Aug 10, 2026
Indivisible Partners History No change 9,596 2,041 0.12% 0.12% 1087 0 0.0% Q2 2026 Aug 04, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 9,573 2,036 0.11% 0.11% 1088 0 0.0% Q2 2026 Aug 04, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 9,557 2,033 1.62% 1.62% 1089 0 0.0% Q2 2026 Aug 14, 2026
Gilbert Capital Group, Inc. History No change 9,543 2,030 1.42% 1.42% 1090 0 0.0% Q2 2026 Jul 13, 2026
American Investment Services, Inc. History No change 9,522 2,025 0.43% 0.43% 1091 0 0.0% Q2 2026 Aug 12, 2026
FIRST MERCHANTS CORP History No change 9,515 2,024 0.07% 0.07% 1092 0 0.0% Q2 2026 Jul 15, 2026
Keystone Wealth Services, LLC History No change 9,388 1,997 0.37% 0.37% 1093 0 0.0% Q2 2026 Aug 05, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 9,581 1,993 0.24% 0.24% 1094 +324 3.5% Q3 2026 Oct 08, 2026
SIGNATUREFD, LLC History No change 9,361 1,991 0.03% 0.03% 1095 0 0.0% Q2 2026 Jul 23, 2026
MIZUHO MARKETS AMERICAS LLC History No change 9,350 1,989 0.03% 0.03% 1096 0 0.0% Q2 2026 Jul 24, 2026
DELTEC ASSET MANAGEMENT LLC History No change 9,317 1,982 0.29% 0.29% 1097 0 0.0% Q2 2026 Jul 21, 2026
NorthCoast Asset Management LLC History No change 9,305 1,980 0.04% 0.04% 1098 0 0.0% Q2 2026 Aug 12, 2026
Barbara Oil Co. History No change 9,210 1,977 0.67% 0.67% 1099 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 9,267 1,971 0.0% 0.0% 1100 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 9,249 1,967 0.26% 0.26% 1101 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 9,193 1,956 0.08% 0.08% 1102 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 9,189 1,955 0.05% 0.05% 1103 0 0.0% Q2 2026 Aug 11, 2026
Elm3 Financial Group, LLC History Added to 9,379 1,951 1.3% 1.34% 1105 +217 2.37% Q3 2026 Oct 07, 2026
Grove Bank & Trust History Added to 9,379 1,951 0.19% 0.19% 1104 +210 2.29% Q3 2026 Oct 08, 2026
LEIGH BALDWIN & CO., LLC History No change 9,111 1,938 1.04% 1.04% 1106 0 0.0% Q2 2026 Aug 13, 2026
Conservest Capital Advisors, Inc. History No change 9,103 1,936 0.15% 0.15% 1107 0 0.0% Q2 2026 Jul 22, 2026
BANTAMAC CAPITAL, LLC History No change 9,025 1,920 0.98% 0.98% 1108 0 0.0% Q2 2026 Aug 10, 2026
Manske Wealth Management History No change 8,982 1,911 0.47% 0.47% 1109 0 0.0% Q2 2026 Aug 03, 2026
Renasant Bank History No change 8,972 1,908 1.23% 1.23% 1110 0 0.0% Q2 2026 Aug 11, 2026
Permanent Capital Management, LP History No change 8,945 1,903 0.25% 0.25% 1111 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 8,932 1,900 0.12% 0.12% 1112 0 0.0% Q2 2026 Aug 13, 2026
Noble Wealth Management PBC History Added to 9,123 1,897 0.85% 0.82% 1113 +549 6.4% Q3 2026 Oct 01, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 8,888 1,891 0.32% 0.32% 1114 0 0.0% Q2 2026 Aug 14, 2026
Stillwater Private Wealth, LLC History No change 8,543 1,888 1.23% 1.23% 1115 0 0.0% Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History No change 8,855 1,884 0.9% 0.9% 1116 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 9,044 1,881 0.05% 0.06% 1117 -1,212 -11.82% Q3 2026 Oct 08, 2026
North Star Investment Management Corp. History No change 8,815 1,875 0.1% 0.1% 1118 0 0.0% Q2 2026 Jul 28, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 8,800 1,872 0.19% 0.19% 1119 0 0.0% Q2 2026 Jul 28, 2026
Madison Park Capital Advisors, LLC History No change 7,887 1,866 1.33% 1.33% 1120 0 0.0% Q2 2026 Jul 07, 2026
Verger Capital Management LLC History No change 8,731 1,857 0.54% 0.54% 1121 0 0.0% Q2 2026 Jul 28, 2026
Global Assets Advisory, LLC History No change 8,630 1,847 0.4% 0.4% 1122 0 0.0% Q2 2026 Jul 27, 2026
KINTRA WEALTH, LLC History No change 8,292 1,846 0.1% 0.1% 1123 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,664 1,843 0.04% 0.04% 1124 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 8,674 1,843 0.19% 0.19% 1125 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 8,608 1,831 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 04, 2026
Sharp Wealth Advisory, LLC History No change 8,607 1,831 0.85% 0.85% 1127 0 0.0% Q2 2026 Jul 24, 2026
GSG Advisors LLC History No change 8,599 1,829 0.4% 0.4% 1128 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 8,592 1,828 0.04% 0.04% 1129 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD SECURITIES, INC. History No change 8,570 1,823 0.1% 0.1% 1130 0 0.0% Q2 2026 Jul 15, 2026
Midwest Trust Co History No change 8,561 1,821 0.02% 0.02% 1131 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Management, LLC / MS History No change 8,556 1,820 0.47% 0.47% 1132 0 0.0% Q2 2026 Jul 08, 2026
MATHER GROUP, LLC. History No change 8,548 1,818 0.02% 0.02% 1133 0 0.0% Q2 2026 Jul 27, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 8,523 1,813 0.1% 0.1% 1134 0 0.0% Q2 2026 Jul 20, 2026
Prairiewood Capital, LLC History No change 8,478 1,803 0.47% 0.47% 1135 0 0.0% Q2 2026 Jul 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 8,454 1,798 0.45% 0.45% 1136 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 8,417 1,788 0.07% 0.07% 1137 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 8,348 1,776 0.75% 0.75% 1138 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 8,338 1,774 0.17% 0.17% 1139 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 8,341 1,774 0.04% 0.04% 1140 0 0.0% Q2 2026 Jul 29, 2026
J. M. Brown & Associates Inc. History No change 8,300 1,765 1.01% 1.01% 1141 0 0.0% Q2 2026 Jul 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 8,295 1,764 0.07% 0.07% 1142 0 0.0% Q2 2026 Aug 05, 2026
Israel Discount Bank of New York History No change 8,239 1,753 3.25% 3.25% 1143 0 0.0% Q2 2026 Jul 07, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 8,228 1,750 0.07% 0.07% 1144 0 0.0% Q2 2026 Jul 23, 2026
Forum Finance Group S.A. History No change 10,170 1,749 0.63% 0.63% 1145 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 8,211 1,747 0.05% 0.05% 1146 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 8,198 1,744 0.03% 0.03% 1147 0 0.0% Q2 2026 Jul 14, 2026
TSFG, LLC History No change 8,191 1,743 0.22% 0.22% 1148 0 0.0% Q2 2026 Jul 23, 2026
Myriad Asset Management US LP History No change 8,176 1,740 2.4% 2.4% 1149 0 0.0% Q2 2026 Jul 20, 2026
Sendero Wealth Management, LLC History No change 8,164 1,737 0.17% 0.17% 1150 0 0.0% Q2 2026 Aug 04, 2026
Perennial Investment Advisors, LLC History No change 8,167 1,737 0.12% 0.12% 1151 0 0.0% Q2 2026 Aug 14, 2026
Beaton Management Co. Inc. History No change 8,159 1,736 0.71% 0.71% 1152 0 0.0% Q2 2026 Aug 07, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 8,153 1,734 0.6% 0.6% 1153 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 8,116 1,726 0.06% 0.06% 1154 0 0.0% Q2 2026 Aug 07, 2026
AM INVESTMENT STRATEGIES LLC History No change 8,100 1,724 0.33% 0.33% 1155 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Retirement, LLC History No change 8,090 1,721 0.09% 0.09% 1156 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 8,071 1,717 0.53% 0.53% 1157 0 0.0% Q2 2026 Jul 30, 2026
Peregrine Asset Advisers, Inc. History No change 8,046 1,711 0.37% 0.37% 1158 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 8,037 1,710 0.27% 0.27% 1159 0 0.0% Q2 2026 Aug 06, 2026
Legacy Capital Group California, Inc. History No change 7,978 1,697 0.51% 0.51% 1160 0 0.0% Q2 2026 Jul 29, 2026
ANCHYRA PARTNERS LLC History No change 7,972 1,696 0.41% 0.41% 1161 0 0.0% Q2 2026 Jul 23, 2026
Topsail Wealth Management, LLC History No change 7,967 1,695 0.22% 0.22% 1162 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 7,963 1,694 0.12% 0.12% 1163 0 0.0% Q2 2026 Aug 14, 2026
Seelaus Asset Management LLC History No change 7,950 1,691 1.19% 1.19% 1164 0 0.0% Q2 2026 Jul 16, 2026
McKinley Carter Wealth Services, Inc. History No change 7,896 1,680 0.09% 0.09% 1165 0 0.0% Q2 2026 Jul 28, 2026
Atwater Malick LLC History No change 7,888 1,678 0.37% 0.37% 1166 0 0.0% Q2 2026 Jul 27, 2026
Cadent Capital Advisors, LLC History Reduced 8,062 1,677 0.36% 0.84% 1167 -11,169 -58.08% Q3 2026 Oct 09, 2026
Bawa N Mallick Trust History No change 7,851 1,670 0.54% 0.54% 1168 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 7,816 1,663 0.02% 0.02% 1169 0 0.0% Q2 2026 Aug 13, 2026
Solstein Capital, LLC History No change 7,807 1,661 0.57% 0.57% 1170 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 7,802 1,660 1.39% 1.39% 1171 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Advisory, LLC History No change 7,713 1,641 0.14% 0.14% 1172 0 0.0% Q2 2026 Jul 29, 2026
YANKCOM Partnership History No change 7,700 1,638 0.59% 0.59% 1173 0 0.0% Q2 2026 Jul 21, 2026
IMA Advisory Services, Inc. History No change 7,693 1,636 0.1% 0.1% 1174 0 0.0% Q2 2026 Aug 10, 2026
Obermeyer Wealth Partners History No change 7,659 1,629 0.07% 0.07% 1175 0 0.0% Q2 2026 Jul 29, 2026
Onyx Bridge Wealth Group LLC History No change 7,660 1,629 0.15% 0.15% 1176 0 0.0% Q2 2026 Jul 23, 2026
PERISCOPE CAPITAL INC. History No change 7,650 1,627 0.14% 0.14% 1177 0 0.0% Q2 2026 Aug 11, 2026
Covenant Asset Management, LLC History No change 7,634 1,624 0.27% 0.27% 1178 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 7,612 1,624 0.13% 0.13% 1179 0 0.0% Q2 2026 Aug 07, 2026
Destination Wealth Management History No change 7,582 1,613 0.04% 0.04% 1180 0 0.0% Q2 2026 Aug 14, 2026
August Group Capital Ltd History No change 7,583 1,613 1.77% 1.77% 1181 0 0.0% Q2 2026 Aug 10, 2026
First City Capital Management, Inc. History No change 7,562 1,608 0.78% 0.78% 1182 0 0.0% Q2 2026 Jul 13, 2026
Grantvest Financial Group LLC History No change 7,560 1,608 0.93% 0.93% 1183 0 0.0% Q2 2026 Aug 07, 2026
360 Financial, Inc. History No change 7,552 1,606 0.41% 0.41% 1184 0 0.0% Q2 2026 Aug 11, 2026
RDA Financial Network History No change 7,534 1,603 0.35% 0.35% 1185 0 0.0% Q2 2026 Jul 06, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History No change 7,500 1,595 2.05% 2.05% 1186 0 0.0% Q2 2026 Aug 10, 2026
Regatta Research & Money Management History No change 7,462 1,586 1.5% 1.5% 1187 0 0.0% Q2 2026 Aug 11, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 7,620 1,585 0.31% 0.33% 1189 -348 -4.37% Q3 2026 Oct 08, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 7,451 1,585 0.07% 0.07% 1188 0 0.0% Q2 2026 Jul 21, 2026
SageView Advisory Group, LLC History No change 7,423 1,579 0.05% 0.05% 1190 0 0.0% Q2 2026 Aug 10, 2026
Blue Chip Partners, LLC History No change 7,414 1,577 0.1% 0.1% 1191 0 0.0% Q2 2026 Aug 14, 2026
BANTA ASSET MANAGEMENT LP History No change 7,410 1,576 1.41% 1.41% 1192 0 0.0% Q2 2026 Jul 22, 2026
Professional Financial Advisors, LLC History No change 7,404 1,575 0.27% 0.27% 1193 0 0.0% Q2 2026 Jul 09, 2026
Lazard Freres Gestion S.A.S. History No change 7,400 1,574 0.03% 0.03% 1194 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 7,376 1,569 0.47% 0.47% 1195 0 0.0% Q2 2026 Jul 15, 2026
Gilman Hill Asset Management, LLC History No change 7,366 1,567 0.21% 0.21% 1196 0 0.0% Q2 2026 Jul 09, 2026
Callan Family Office, LLC History No change 7,366 1,567 0.03% 0.03% 1197 0 0.0% Q2 2026 Aug 11, 2026
ABOUND FINANCIAL, LLC History No change 7,364 1,566 0.62% 0.62% 1198 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 7,262 1,545 0.35% 0.35% 1199 0 0.0% Q2 2026 Jul 27, 2026
Archford Capital Strategies, LLC History No change 7,258 1,544 0.16% 0.16% 1200 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Management, LLC History No change 7,230 1,538 0.07% 0.07% 1201 0 0.0% Q2 2026 Jul 22, 2026
Compound Planning, Inc. History No change 7,207 1,533 0.04% 0.04% 1202 0 0.0% Q2 2026 Aug 04, 2026
Dupree Financial Group, LLC History Reduced 7,354 1,529 0.55% 0.6% 1203 -119 -1.59% Q3 2026 Oct 09, 2026
Rockbridge Investment Management, LCC History No change 7,184 1,528 0.12% 0.12% 1204 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 7,157 1,522 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 7,140 1,519 0.02% 0.02% 1206 0 0.0% Q2 2026 Aug 03, 2026
Vantus Wealth LLC History No change 7,105 1,511 0.81% 0.81% 1207 0 0.0% Q2 2026 Aug 07, 2026
BARRETT & COMPANY, INC. History No change 7,091 1,508 0.42% 0.42% 1208 0 0.0% Q2 2026 Jul 24, 2026
Oliver Luxxe Assets LLC History No change 7,091 1,508 0.22% 0.22% 1209 0 0.0% Q2 2026 Jul 09, 2026
Cannon Advisors, Inc. History No change 7,005 1,495 0.91% 0.91% 1210 0 0.0% Q2 2026 Jul 15, 2026
JMAC ENTERPRISES LLC History No change 7,009 1,491 0.25% 0.25% 1211 0 0.0% Q2 2026 Jul 28, 2026
Quadcap Wealth Management, LLC History No change 6,996 1,488 0.14% 0.14% 1212 0 0.0% Q2 2026 Jul 31, 2026
Alliance Wealth Management Group History No change 6,989 1,487 0.29% 0.29% 1213 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 6,989 1,487 0.21% 0.21% 1214 0 0.0% Q2 2026 Aug 03, 2026
SMART Wealth LLC History No change 6,987 1,486 0.32% 0.32% 1215 0 0.0% Q2 2026 Aug 05, 2026
Ardent Capital Management, Inc. History No change 6,920 1,472 0.61% 0.61% 1216 0 0.0% Q2 2026 Jul 20, 2026
STG SECURITIES, LLC History No change 6,902 1,468 0.1% 0.1% 1217 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 6,826 1,452 0.15% 0.15% 1218 0 0.0% Q2 2026 Jul 09, 2026
Intellus Advisors LLC History No change 6,796 1,446 0.18% 0.18% 1219 0 0.0% Q2 2026 Aug 12, 2026
Darwin Wealth Management, LLC History No change 6,760 1,438 0.39% 0.39% 1220 0 0.0% Q2 2026 Jul 21, 2026
Insight Advisors, LLC/ PA History No change 6,749 1,435 0.25% 0.25% 1221 0 0.0% Q2 2026 Aug 05, 2026
Royal Capital Wealth Management, LLC History No change 6,747 1,435 0.81% 0.81% 1222 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 6,742 1,434 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 06, 2026
Vertex Planning Partners, LLC History No change 6,738 1,433 0.21% 0.21% 1224 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 6,728 1,431 0.1% 0.1% 1225 0 0.0% Q2 2026 Aug 13, 2026
Strathmore Capital Advisors, Inc. History No change 6,723 1,430 0.39% 0.39% 1226 0 0.0% Q2 2026 Aug 10, 2026
Sharkey, Howes & Javer History No change 6,719 1,429 0.17% 0.17% 1227 0 0.0% Q2 2026 Jul 09, 2026
CARDIFF PARK ADVISORS, LLC History No change 6,715 1,428 0.11% 0.11% 1228 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Reduced 6,854 1,425 0.08% 0.08% 1229 -236 -3.33% Q3 2026 Oct 06, 2026
Ballast Rock Private Wealth LLC History No change 6,693 1,424 0.66% 0.66% 1230 0 0.0% Q2 2026 Aug 10, 2026
Baldwin Investment Management, LLC History No change 6,692 1,423 0.14% 0.14% 1231 0 0.0% Q2 2026 Jul 28, 2026
Madden Advisory Services, Inc. History No change 6,686 1,422 0.51% 0.51% 1232 0 0.0% Q2 2026 Aug 04, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,683 1,421 0.02% 0.02% 1233 0 0.0% Q2 2026 Aug 11, 2026
Independence Bank of Kentucky History No change 6,679 1,421 0.16% 0.16% 1234 0 0.0% Q2 2026 Jul 13, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 6,676 1,420 0.25% 0.25% 1235 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Advisors, LLC History No change 6,674 1,420 0.36% 0.36% 1236 0 0.0% Q2 2026 Aug 06, 2026
KCM INVESTMENT ADVISORS LLC History No change 6,669 1,418 0.04% 0.04% 1237 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 6,661 1,417 0.16% 0.16% 1238 0 0.0% Q2 2026 Aug 14, 2026
Innova Wealth Partners History No change 6,664 1,417 0.58% 0.58% 1239 0 0.0% Q2 2026 Jul 15, 2026
Prime Buchholz LLC History No change 6,652 1,415 0.51% 0.51% 1240 0 0.0% Q2 2026 Aug 13, 2026
Syverson Strege & Co History No change 6,597 1,403 0.31% 0.31% 1241 0 0.0% Q2 2026 Aug 06, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 6,585 1,401 0.45% 0.45% 1242 0 0.0% Q2 2026 Jul 24, 2026
TruNorth Capital Management, LLC History No change 6,581 1,400 0.22% 0.22% 1243 0 0.0% Q2 2026 Jul 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 6,571 1,398 0.01% 0.01% 1244 0 0.0% Q2 2026 Aug 14, 2026
Castellan Group History No change 6,562 1,396 0.15% 0.15% 1245 0 0.0% Q2 2026 Jul 23, 2026
Keebeck Wealth Management History No change 6,556 1,395 0.14% 0.14% 1246 0 0.0% Q2 2026 Aug 11, 2026
Flagship Private Wealth, LLC History No change 6,525 1,388 0.49% 0.49% 1247 0 0.0% Q2 2026 Aug 04, 2026
D.B. Root & Company, LLC History No change 6,520 1,387 0.29% 0.29% 1248 0 0.0% Q2 2026 Aug 13, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 6,507 1,384 0.84% 0.84% 1249 0 0.0% Q2 2026 Aug 13, 2026
IFS Group,LLC History No change 6,503 1,383 1.9% 1.9% 1250 0 0.0% Q2 2026 Jul 23, 2026
WADDELL & ASSOCIATES, LLC History No change 6,491 1,381 0.07% 0.07% 1251 0 0.0% Q2 2026 Jul 15, 2026
Provenance Wealth Advisors, LLC History No change 6,493 1,381 0.13% 0.13% 1252 0 0.0% Q2 2026 Jul 24, 2026
Opulen Financial Group LLC History No change 6,461 1,374 0.86% 0.86% 1253 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 6,442 1,370 0.14% 0.14% 1254 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 6,334 1,366 0.1% 0.1% 1255 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Added to 6,560 1,364 0.05% 0.04% 1256 +1,288 24.43% Q3 2026 Oct 08, 2026
Cedrus Wealth Group LLC History No change 6,415 1,364 1.19% 1.19% 1257 0 0.0% Q2 2026 Jul 30, 2026
Ocean Park Asset Management, LLC History No change 6,381 1,357 0.07% 0.07% 1258 0 0.0% Q2 2026 Jul 09, 2026
HHM Wealth Advisors, LLC History No change 6,365 1,354 0.14% 0.14% 1259 0 0.0% Q2 2026 Jul 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,350 1,351 0.01% 0.01% 1260 0 0.0% Q2 2026 Sep 23, 2026
JGP Wealth Management, LLC History No change 6,317 1,344 0.12% 0.12% 1261 0 0.0% Q2 2026 Jul 07, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 6,308 1,342 0.54% 0.54% 1262 0 0.0% Q2 2026 Jul 27, 2026
Financial Advisory Corp History No change 6,297 1,339 0.18% 0.18% 1263 0 0.0% Q2 2026 Jul 09, 2026
MYCIO WEALTH PARTNERS, LLC History No change 6,290 1,338 0.25% 0.25% 1264 0 0.0% Q2 2026 Aug 12, 2026
EVERETT HARRIS & CO /CA/ History No change 6,283 1,336 0.02% 0.02% 1265 0 0.0% Q2 2026 Aug 03, 2026
MMBG INVESTMENT ADVISORS CO. History No change 6,266 1,333 0.11% 0.11% 1266 0 0.0% Q2 2026 Aug 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,263 1,332 0.08% 0.08% 1267 0 0.0% Q2 2026 Aug 13, 2026
Fort Point Capital Partners LLC History No change 6,246 1,329 0.09% 0.09% 1268 0 0.0% Q2 2026 Aug 14, 2026
Johnson Financial Group, LLC History No change 6,205 1,320 0.07% 0.07% 1269 0 0.0% Q2 2026 Aug 06, 2026
MMA ASSET MANAGEMENT LLC History No change 6,177 1,314 0.42% 0.42% 1270 0 0.0% Q2 2026 Aug 04, 2026
Sentry LLC History No change 6,168 1,312 0.37% 0.37% 1271 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 6,160 1,310 0.06% 0.06% 1272 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,152 1,308 0.11% 0.11% 1273 0 0.0% Q2 2026 Jul 16, 2026
Avant Capital LLC History No change 6,108 1,299 0.81% 0.81% 1274 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Partners, LLC History No change 6,101 1,298 0.18% 0.18% 1275 0 0.0% Q2 2026 Aug 03, 2026
Curry Webb Wealth Management LLC History No change 6,098 1,297 0.54% 0.54% 1276 0 0.0% Q2 2026 Aug 13, 2026
Allen Capital Group, LLC History No change 6,094 1,296 0.11% 0.11% 1277 0 0.0% Q2 2026 Jul 27, 2026
Colorado Capital Management, Inc. History No change 6,069 1,291 0.44% 0.44% 1278 0 0.0% Q2 2026 Jul 08, 2026
Elmwood Wealth Management, Inc. History No change 6,050 1,287 0.32% 0.32% 1279 0 0.0% Q2 2026 Jul 07, 2026
Nuveen, LLC History No change 6,028 1,282 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 11, 2026
YARGER WEALTH STRATEGIES, LLC History No change 5,985 1,282 0.46% 0.46% 1281 0 0.0% Q2 2026 Jul 14, 2026
Retirement Investment Advisors, Inc. History No change 5,980 1,281 0.09% 0.09% 1282 0 0.0% Q2 2026 Jul 15, 2026
Dockside LLC History No change 6,024 1,281 0.3% 0.3% 1283 0 0.0% Q2 2026 Aug 03, 2026
1832 Asset Management L.P. History No change 6,020 1,280 0.0% 0.0% 1284 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 6,013 1,279 0.04% 0.04% 1285 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 5,992 1,274 0.03% 0.03% 1286 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 5,967 1,269 0.16% 0.16% 1287 0 0.0% Q2 2026 Jul 14, 2026
Apollon Financial, LLC History No change 5,962 1,268 0.15% 0.15% 1288 0 0.0% Q2 2026 Jul 22, 2026
Aries Wealth Management History No change 5,958 1,267 0.25% 0.25% 1289 0 0.0% Q2 2026 Jul 24, 2026
Chicago Capital, LLC History No change 5,935 1,262 0.03% 0.03% 1290 0 0.0% Q2 2026 Jul 27, 2026
Perkins Coie Trust Co History No change 5,902 1,255 0.21% 0.21% 1291 0 0.0% Q2 2026 Jul 09, 2026
GRANDFIELD & DODD, LLC History No change 5,866 1,248 0.07% 0.07% 1292 0 0.0% Q2 2026 Aug 07, 2026
Chemistry Wealth Management LLC History No change 5,858 1,246 0.2% 0.2% 1293 0 0.0% Q2 2026 Jul 09, 2026
HORAN Wealth, LLC History No change 5,856 1,245 0.16% 0.16% 1294 0 0.0% Q2 2026 Aug 26, 2026
Strategic Wealth Partners, Ltd. History No change 5,848 1,244 0.08% 0.08% 1295 0 0.0% Q2 2026 Aug 12, 2026
Diligent Investors, LLC History No change 5,834 1,241 0.28% 0.28% 1296 0 0.0% Q2 2026 Jul 24, 2026
Allie Family Office LLC History No change 5,836 1,241 0.46% 0.46% 1297 0 0.0% Q2 2026 Oct 02, 2026
RFG Advisory, LLC History No change 5,814 1,236 0.02% 0.02% 1298 0 0.0% Q2 2026 Jul 15, 2026
Boothe Investment Group, Inc. History No change 5,806 1,235 0.39% 0.39% 1299 0 0.0% Q2 2026 Jul 14, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 5,791 1,232 0.2% 0.2% 1300 0 0.0% Q2 2026 Aug 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 5,789 1,231 0.18% 0.18% 1301 0 0.0% Q2 2026 Aug 04, 2026
JMG Financial Group, Ltd. History No change 5,747 1,222 0.03% 0.03% 1302 0 0.0% Q2 2026 Jul 31, 2026
CCG WEALTH MANAGEMENT, LLC History No change 5,717 1,216 0.28% 0.28% 1303 0 0.0% Q2 2026 Aug 07, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 5,712 1,215 0.04% 0.04% 1304 0 0.0% Q2 2026 Aug 20, 2026
JFS WEALTH ADVISORS, LLC History No change 5,691 1,210 0.06% 0.06% 1305 0 0.0% Q2 2026 Jul 10, 2026
Pictet North America Advisors SA History No change 5,690 1,210 0.11% 0.11% 1306 0 0.0% Q2 2026 Jul 24, 2026
DUNCKER STREETT & CO INC History No change 5,685 1,209 0.2% 0.2% 1307 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 5,684 1,209 0.03% 0.03% 1308 0 0.0% Q2 2026 Aug 03, 2026
RIVERBRIDGE PARTNERS LLC History No change 5,673 1,207 0.03% 0.03% 1309 0 0.0% Q2 2026 Jul 13, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 5,802 1,206 0.24% 0.24% 1310 +5 0.09% Q3 2026 Oct 07, 2026
Platform Technology Partners History No change 5,664 1,205 0.2% 0.2% 1311 0 0.0% Q2 2026 Jul 24, 2026
Phraction Management LLC History No change 5,648 1,201 0.2% 0.2% 1312 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 5,632 1,198 0.03% 0.03% 1313 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 5,618 1,195 0.18% 0.18% 1314 0 0.0% Q2 2026 Aug 10, 2026
Marshall Financial Group, LLC History No change 5,607 1,193 0.17% 0.17% 1315 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History No change 5,606 1,192 0.04% 0.04% 1316 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisors, LLC History No change 5,601 1,191 0.16% 0.16% 1317 0 0.0% Q2 2026 Jul 22, 2026
Thrive Capital Management, LLC History No change 5,598 1,190 0.22% 0.22% 1318 0 0.0% Q2 2026 Aug 05, 2026
Koss-Olinger Consulting, LLC History No change 5,593 1,190 0.09% 0.09% 1319 0 0.0% Q2 2026 Aug 10, 2026
Goodman Financial Corp History No change 5,589 1,189 0.18% 0.18% 1320 0 0.0% Q2 2026 Jul 29, 2026
TFB Advisors LLC History No change 5,576 1,186 0.52% 0.52% 1321 0 0.0% Q2 2026 Aug 06, 2026
ARRIEN INVESTMENTS, INC. History No change 5,578 1,186 0.6% 0.6% 1322 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 5,565 1,184 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 04, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,557 1,182 0.03% 0.03% 1324 0 0.0% Q2 2026 Jul 31, 2026
Zhang Financial LLC History No change 5,555 1,181 0.03% 0.03% 1325 0 0.0% Q2 2026 Jul 30, 2026
American Institute for Advanced Investment Management, LLP History No change 5,551 1,181 0.68% 0.68% 1326 0 0.0% Q2 2026 Jul 21, 2026
Hudson Value Partners, LLC History No change 5,544 1,179 0.3% 0.3% 1327 0 0.0% Q2 2026 Jul 10, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 5,518 1,174 1.04% 1.04% 1328 0 0.0% Q2 2026 Aug 05, 2026
HUB Investment Partners, LLC History No change 5,498 1,169 0.02% 0.02% 1329 0 0.0% Q2 2026 Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 5,490 1,168 0.22% 0.22% 1330 0 0.0% Q2 2026 Aug 06, 2026
Autumn Glory Partners, LLC History No change 5,471 1,164 0.33% 0.33% 1331 0 0.0% Q2 2026 Aug 03, 2026
INVESTED ADVISORS History No change 5,438 1,156 1.02% 1.02% 1332 0 0.0% Q2 2026 Aug 04, 2026
Massachusetts Wealth Management History No change 5,427 1,154 0.44% 0.44% 1333 0 0.0% Q2 2026 Aug 03, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 5,419 1,153 0.2% 0.2% 1334 0 0.0% Q2 2026 Aug 04, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 5,405 1,150 0.18% 0.18% 1335 0 0.0% Q2 2026 Jul 14, 2026
Game Plan Financial Advisors, LLC History No change 5,380 1,144 0.43% 0.43% 1336 0 0.0% Q2 2026 Aug 07, 2026
Lafayette Investments, Inc. History No change 5,371 1,142 0.21% 0.21% 1337 0 0.0% Q2 2026 Aug 11, 2026
Palumbo Wealth Management LLC History No change 5,354 1,139 0.24% 0.24% 1338 0 0.0% Q2 2026 Aug 12, 2026
Murphy & Mullick Capital Management Corp History No change 5,257 1,139 0.71% 0.71% 1339 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 5,340 1,136 0.39% 0.39% 1340 0 0.0% Q2 2026 Aug 06, 2026
High Point Wealth Management, LLC History No change 5,294 1,126 0.92% 0.92% 1341 0 0.0% Q2 2026 Jul 20, 2026
Hassell Wealth Management, LLC History No change 5,301 1,124 0.34% 0.34% 1342 0 0.0% Q2 2026 Jul 13, 2026
Cascade Financial Partners, LLC History No change 5,279 1,123 0.1% 0.1% 1343 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Advisors Inc. History No change 5,275 1,122 0.19% 0.19% 1344 0 0.0% Q2 2026 Jul 16, 2026
Atlas Brown,Inc. History Added to 5,375 1,118 0.29% 0.3% 1345 +145 2.77% Q3 2026 Oct 09, 2026
CULBERTSON A N & CO INC History No change 5,236 1,114 0.13% 0.13% 1346 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 5,237 1,114 0.02% 0.02% 1347 0 0.0% Q2 2026 Jul 31, 2026
HARBOR ADVISORY CORP /MA/ History No change 5,205 1,107 0.3% 0.3% 1348 0 0.0% Q2 2026 Aug 13, 2026
Monte Financial Group, LLC History No change 5,123 1,101 0.35% 0.35% 1349 0 0.0% Q2 2026 Aug 07, 2026
DV Trading LLC History No change 5,144 1,094 0.04% 0.04% 1350 0 0.0% Q2 2026 Aug 14, 2026
ADVISORTRUST PARTNERS, LLC History No change 5,139 1,093 0.37% 0.37% 1351 0 0.0% Q2 2026 Aug 10, 2026
Tenon Financial LLC History No change 5,135 1,092 0.35% 0.35% 1352 0 0.0% Q2 2026 Jul 24, 2026
Astoria Portfolio Advisors LLC. History No change 5,117 1,088 0.18% 0.18% 1353 0 0.0% Q2 2026 Jul 28, 2026
Kachkovsky & Fisher, Inc. History No change 5,107 1,086 1.04% 1.04% 1354 0 0.0% Q2 2026 Sep 08, 2026
Gen-Wealth Partners Inc History No change 5,100 1,085 0.3% 0.3% 1355 0 0.0% Q2 2026 Aug 10, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 5,099 1,084 0.13% 0.13% 1356 0 0.0% Q2 2026 Aug 05, 2026
Clientfirst Wealth Management, LLC History No change 5,096 1,084 0.89% 0.89% 1357 0 0.0% Q2 2026 Jul 30, 2026
Segment Wealth Management, LLC History No change 5,094 1,083 0.06% 0.06% 1358 0 0.0% Q2 2026 Jul 16, 2026
Crewe Advisors LLC History No change 5,086 1,082 0.08% 0.08% 1359 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ALLIANCE, LLC History No change 5,090 1,082 0.09% 0.09% 1360 0 0.0% Q2 2026 Aug 11, 2026
Forum Financial Management, LP History No change 5,076 1,080 0.01% 0.01% 1361 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,075 1,079 0.02% 0.02% 1362 0 0.0% Q2 2026 Jul 14, 2026
Wealth Advisors of Tampa Bay, LLC History No change 5,058 1,076 0.33% 0.33% 1363 0 0.0% Q2 2026 Aug 14, 2026
Twelve Points Wealth Management LLC History No change 5,047 1,073 0.21% 0.21% 1364 0 0.0% Q2 2026 Aug 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,030 1,070 0.01% 0.01% 1365 0 0.0% Q2 2026 Jul 24, 2026
GW&K Investment Management, LLC History No change 5,006 1,065 0.01% 0.01% 1366 0 0.0% Q2 2026 Aug 12, 2026
Keudell/Morrison Wealth Management History No change 5,001 1,064 0.2% 0.2% 1367 0 0.0% Q2 2026 Jul 15, 2026
Hartree Partners, LP History No change 5,000 1,063 0.23% 0.23% 1368 0 0.0% Q2 2026 Aug 12, 2026
Lighthouse Investment Partners, LLC History No change 5,000 1,063 0.03% 0.03% 1369 0 0.0% Q2 2026 Aug 14, 2026
Live Oak Private Wealth LLC History No change 4,998 1,063 0.13% 0.13% 1370 0 0.0% Q2 2026 Jul 20, 2026
ROCKLAND TRUST CO History No change 5,104 1,061 0.04% 0.04% 1371 0 0.0% Q3 2026 Oct 05, 2026
Old North State Trust, LLC History No change 4,985 1,061 0.55% 0.55% 1372 0 0.0% Q2 2026 Aug 17, 2026
Loudon Investment Management, LLC History No change 4,974 1,058 0.52% 0.52% 1373 0 0.0% Q2 2026 Aug 14, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 4,952 1,053 0.24% 0.24% 1374 0 0.0% Q2 2026 Jul 22, 2026
WEST BANCORPORATION INC History No change 4,922 1,047 0.45% 0.45% 1375 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,918 1,046 0.01% 0.01% 1376 0 0.0% Q2 2026 Jul 20, 2026
Arcus Capital Partners, LLC History No change 4,916 1,046 0.43% 0.43% 1377 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 4,910 1,044 0.09% 0.09% 1378 0 0.0% Q2 2026 Jul 20, 2026
Cooksen Wealth, LLC History No change 4,904 1,043 0.66% 0.66% 1379 0 0.0% Q2 2026 Jul 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4,900 1,042 0.06% 0.06% 1380 0 0.0% Q2 2026 Jul 31, 2026
Pasadena Private Wealth, LLC History No change 4,890 1,040 0.13% 0.13% 1381 0 0.0% Q2 2026 Aug 10, 2026
Third View Private Wealth, LLC History No change 4,870 1,036 0.13% 0.13% 1382 0 0.0% Q2 2026 Jul 27, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 4,868 1,035 0.36% 0.36% 1383 0 0.0% Q2 2026 Jul 22, 2026
Ted Buchan & Co History No change 4,865 1,035 0.34% 0.34% 1384 0 0.0% Q2 2026 Jul 23, 2026
Odyssey Capital Advisors, Inc. History No change 4,867 1,035 0.74% 0.74% 1385 0 0.0% Q2 2026 Jul 31, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 4,961 1,032 0.15% — 1386 +4,961 New Q3 2026 Oct 08, 2026
SALEM INVESTMENT COUNSELORS INC History No change 4,842 1,030 0.03% 0.03% 1387 0 0.0% Q2 2026 Jul 14, 2026
Quartz Partners, LLC History No change 4,843 1,030 0.34% 0.34% 1388 0 0.0% Q2 2026 Aug 10, 2026
Evergreen Wealth Management, LLC History No change 4,841 1,030 0.48% 0.48% 1389 0 0.0% Q2 2026 Jul 31, 2026
Mascagni Wealth Management, Inc. History No change 4,838 1,029 0.64% 0.64% 1390 0 0.0% Q2 2026 Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 4,819 1,025 0.1% 0.1% 1391 0 0.0% Q2 2026 Jul 22, 2026
Ankerstar Wealth, LLC History No change 4,811 1,023 0.86% 0.86% 1392 0 0.0% Q2 2026 Aug 13, 2026
Pinion Investment Advisors, LLC History No change 4,803 1,021 0.19% 0.19% 1393 0 0.0% Q2 2026 Aug 06, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 4,790 1,019 0.04% 0.04% 1394 0 0.0% Q2 2026 Aug 14, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 4,792 1,019 0.22% 0.22% 1395 0 0.0% Q2 2026 Aug 14, 2026
IKE Capital, LLC History No change 4,785 1,018 0.54% 0.54% 1396 0 0.0% Q2 2026 Sep 16, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 4,892 1,017 0.47% 0.49% 1398 +76 1.58% Q3 2026 Oct 09, 2026
Summit Financial Wealth Advisors, LLC History No change 4,783 1,017 0.13% 0.13% 1397 0 0.0% Q2 2026 Jul 15, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 4,888 1,016 0.1% 0.1% 1399 -112 -2.24% Q3 2026 Oct 08, 2026
GatePass Capital, LLC History No change 4,763 1,013 0.38% 0.38% 1400 0 0.0% Q2 2026 Jul 30, 2026
ASSOCIATED BANC-CORP History No change 4,753 1,011 0.02% 0.02% 1401 0 0.0% Q2 2026 Jul 31, 2026
Chesley Taft & Associates LLC History No change 4,746 1,009 0.04% 0.04% 1402 0 0.0% Q2 2026 Jul 08, 2026
TrueWealth Advisors, LLC History Added to 4,850 1,008 0.23% 0.18% 1403 +1,068 28.24% Q3 2026 Oct 08, 2026
ICW Investment Advisors LLC History No change 4,718 1,003 0.35% 0.35% 1404 0 0.0% Q2 2026 Aug 05, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 4,705 1,001 0.22% 0.22% 1405 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,684 997 0.36% 0.36% 1406 0 0.0% Q2 2026 Jul 08, 2026
Pacific Capital Wealth Advisors, Inc. History No change 4,687 997 0.15% 0.15% 1407 0 0.0% Q2 2026 Jul 09, 2026
Comprehensive Financial Planning, Inc./PA History No change 4,689 997 0.53% 0.53% 1408 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors Wealth Management, LLC History Added to 4,788 996 0.11% 0.11% 1409 +540 12.71% Q3 2026 Oct 09, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 4,677 995 0.0% 0.0% 1410 0 0.0% Q2 2026 Jul 30, 2026
Runnymede Capital Advisors, Inc. History No change 4,676 994 0.59% 0.59% 1411 0 0.0% Q2 2026 Jul 21, 2026
Persistent Asset Partners Ltd History No change 4,667 992 0.3% 0.3% 1412 0 0.0% Q2 2026 Aug 06, 2026
Cedar Wealth Management, LLC History No change 4,639 987 0.25% 0.25% 1413 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 4,735 985 0.28% 0.23% 1414 +1,159 32.41% Q3 2026 Oct 07, 2026
Shoker Investment Counsel, Inc. History No change 4,623 983 0.25% 0.25% 1415 0 0.0% Q2 2026 Aug 10, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 4,619 982 0.4% 0.4% 1416 0 0.0% Q2 2026 Jul 24, 2026
Waldron Private Wealth LLC History No change 4,613 981 0.03% 0.03% 1417 0 0.0% Q2 2026 Jul 20, 2026
TBH Global Asset Management, LLC History No change 4,608 980 0.18% 0.18% 1418 0 0.0% Q2 2026 Aug 05, 2026
Howard Capital Management Group, LLC History No change 4,575 973 0.06% 0.06% 1419 0 0.0% Q2 2026 Jul 16, 2026
MEMBERS WEALTH LLC History No change 4,558 969 0.53% 0.53% 1420 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 4,523 962 0.0% 0.0% 1421 0 0.0% Q2 2026 Jul 30, 2026
Morton Capital Management LLC/CA History No change 4,497 956 0.13% 0.13% 1422 0 0.0% Q2 2026 Jul 23, 2026
Disciplined Investors, L.L.C. History No change 4,483 953 0.48% 0.48% 1423 0 0.0% Q2 2026 Aug 11, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 4,473 951 0.21% 0.21% 1424 0 0.0% Q2 2026 Jul 20, 2026
SFMG, LLC History No change 4,469 950 0.06% 0.06% 1425 0 0.0% Q2 2026 Aug 13, 2026
CSM Advisors, LLC History No change 4,450 947 0.02% 0.02% 1426 0 0.0% Q2 2026 Aug 14, 2026
SFM, LLC History No change 4,443 945 0.48% 0.48% 1427 0 0.0% Q2 2026 Jul 07, 2026
WealthTrust Axiom LLC History No change 4,432 943 0.21% 0.21% 1428 0 0.0% Q2 2026 Aug 11, 2026
Innovative Asset Advisors Group, LLC History No change 4,435 943 0.41% 0.41% 1429 0 0.0% Q2 2026 Aug 05, 2026
AMG National Trust Bank History No change 4,425 941 0.02% 0.02% 1430 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 4,424 941 0.12% 0.12% 1431 0 0.0% Q2 2026 Aug 04, 2026
Crossmark Global Holdings, Inc. History No change 4,405 937 0.01% 0.01% 1432 0 0.0% Q2 2026 Jul 16, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 4,504 936 0.6% 0.49% 1433 +692 18.15% Q3 2026 Oct 07, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,403 936 0.12% 0.12% 1434 0 0.0% Q2 2026 Jul 24, 2026
Board of Trustees of The Leland Stanford Junior University History No change 4,381 932 0.17% 0.17% 1435 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 4,378 931 0.05% 0.05% 1436 0 0.0% Q2 2026 Aug 07, 2026
Canvas Wealth Advisors, LLC History No change 4,373 930 0.13% 0.13% 1437 0 0.0% Q2 2026 Jul 10, 2026
Austin Asset Management Co Inc History No change 4,371 930 0.13% 0.13% 1438 0 0.0% Q2 2026 Jul 31, 2026
Foguth Wealth Management, LLC. History No change 4,378 929 0.11% 0.11% 1439 0 0.0% Q2 2026 Jul 21, 2026
Provident Investment Management, Inc. History No change 4,365 928 0.09% 0.09% 1440 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 4,364 928 0.02% 0.02% 1441 0 0.0% Q2 2026 Jul 31, 2026
Intrua Financial, LLC History No change 4,341 923 0.08% 0.08% 1442 0 0.0% Q2 2026 Jul 24, 2026
Key Client Fiduciary Advisors, LLC History No change 4,302 915 0.26% 0.26% 1443 0 0.0% Q2 2026 Jul 09, 2026
Greystone Financial Group, LLC History No change 4,276 909 0.25% 0.25% 1444 0 0.0% Q2 2026 Jul 28, 2026
Friedenthal Financial History No change 4,257 905 0.42% 0.42% 1445 0 0.0% Q2 2026 Jul 13, 2026
Total Clarity Wealth Management, Inc. History No change 4,257 905 0.18% 0.18% 1446 0 0.0% Q2 2026 Jul 23, 2026
Rossmore Private Capital History No change 4,245 903 0.07% 0.07% 1447 0 0.0% Q2 2026 Jul 31, 2026
EHRLICH FINANCIAL GROUP History No change 4,246 903 0.46% 0.46% 1448 0 0.0% Q2 2026 Jul 09, 2026
Bay Capital Advisors, LLC History No change 4,238 901 0.48% 0.48% 1449 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,233 900 0.03% 0.03% 1450 0 0.0% Q2 2026 Jul 31, 2026
RPS ADVISORY SOLUTIONS LLC History No change 4,232 900 0.59% 0.59% 1451 0 0.0% Q2 2026 Aug 11, 2026
Carrera Capital Advisors History No change 4,220 897 0.13% 0.13% 1452 0 0.0% Q2 2026 Aug 03, 2026
CATHY PARETO & ASSOCIATES, INC History No change 4,203 894 0.52% 0.52% 1453 0 0.0% Q2 2026 Jul 15, 2026
Addison Capital Co History No change 4,167 886 0.15% 0.15% 1454 0 0.0% Q2 2026 Aug 04, 2026
Retirement Planning Co of New England, Inc. History No change 4,160 885 0.32% 0.32% 1455 0 0.0% Q2 2026 Jul 30, 2026
Briggs Wealth Management, Inc History No change 4,154 883 0.81% 0.81% 1456 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Partners, LLC History No change 4,145 881 0.2% 0.2% 1457 0 0.0% Q2 2026 Jul 22, 2026
PKS Advisory Services, LLC History No change 4,137 880 0.14% 0.14% 1458 0 0.0% Q2 2026 Aug 04, 2026
VISTA INVESTMENT MANAGEMENT History No change 4,138 880 0.26% 0.26% 1459 0 0.0% Q2 2026 Aug 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 4,136 880 0.42% 0.42% 1460 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 4,125 877 0.05% 0.05% 1461 0 0.0% Q2 2026 Jul 27, 2026
Rench Wealth Management, Inc. History No change 4,104 873 0.23% 0.23% 1462 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 4,100 872 0.23% 0.23% 1463 0 0.0% Q2 2026 Jul 28, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 4,093 870 0.33% 0.33% 1464 0 0.0% Q2 2026 Jul 30, 2026
Glenview Trust Co History No change 4,085 869 0.01% 0.01% 1465 0 0.0% Q2 2026 Aug 18, 2026
Private Wealth Asset Management, LLC History No change 4,085 869 0.08% 0.08% 1466 0 0.0% Q2 2026 Aug 11, 2026
Westside Investment Management, Inc. History No change 4,073 866 0.11% 0.11% 1467 0 0.0% Q2 2026 Jul 27, 2026
Crestwood Advisors Group, LLC History No change 4,054 862 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 03, 2026
Aspire Growth Partners LLC History No change 4,054 862 0.5% 0.5% 1469 0 0.0% Q2 2026 Jul 29, 2026
National Wealth Management Group, LLC History No change 4,039 859 0.27% 0.27% 1470 0 0.0% Q2 2026 Jul 14, 2026
Park Square Financial Group, LLC History No change 4,040 859 7.75% 7.75% 1471 0 0.0% Q2 2026 Jul 31, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 4,019 855 0.08% 0.08% 1472 0 0.0% Q2 2026 Jul 09, 2026
Register Financial Advisors LLC History No change 4,021 855 0.26% 0.26% 1473 0 0.0% Q2 2026 Jul 15, 2026
Fiscal Wisdom Wealth Management, LLC History No change 4,016 854 0.72% 0.72% 1474 0 0.0% Q2 2026 Jul 21, 2026
AtlasMark Financial, Inc History No change 4,000 851 0.42% 0.42% 1475 0 0.0% Q2 2026 Aug 17, 2026
Bridgelight Financial Advisors, Inc. History No change 3,999 850 0.58% 0.58% 1476 0 0.0% Q2 2026 Jul 30, 2026
CORA CAPITAL ADVISORS LLC History No change 3,941 838 0.24% 0.24% 1477 0 0.0% Q2 2026 Jul 24, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 3,925 835 0.48% 0.48% 1478 0 0.0% Q2 2026 Jul 15, 2026
LAVELLE CAPITAL LP History No change 3,919 833 0.36% 0.36% 1479 0 0.0% Q2 2026 Jul 22, 2026
Tennessee Valley Asset Management Partners History No change 3,910 832 0.09% 0.09% 1480 0 0.0% Q2 2026 Aug 10, 2026
LJI Wealth Management, LLC History No change 3,909 831 0.12% 0.12% 1481 0 0.0% Q2 2026 Jul 31, 2026
Prepared Retirement Institute LLC History No change 3,903 830 0.35% 0.35% 1482 0 0.0% Q2 2026 Aug 10, 2026
Bedel Financial Consulting, Inc. History No change 3,864 822 0.08% 0.08% 1483 0 0.0% Q2 2026 Jul 29, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,854 820 0.07% 0.07% 1484 0 0.0% Q2 2026 Aug 05, 2026
Ruggiero Investments, Inc. History No change 3,855 820 0.69% 0.69% 1485 0 0.0% Q2 2026 Aug 14, 2026
Inlet Private Wealth, LLC History No change 3,851 819 0.2% 0.2% 1486 0 0.0% Q2 2026 Aug 07, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 3,812 811 0.42% 0.42% 1487 0 0.0% Q2 2026 Aug 11, 2026
Pacific Point Advisors, LLC History No change 3,814 811 0.37% 0.37% 1488 0 0.0% Q2 2026 Jul 24, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,810 810 0.44% 0.44% 1489 0 0.0% Q2 2026 Jul 24, 2026
Legacy Advisors, LLC History No change 3,803 809 0.08% 0.08% 1490 0 0.0% Q2 2026 Jul 24, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 3,805 809 0.7% 0.7% 1491 0 0.0% Q2 2026 Jul 14, 2026
3Chopt Investment Partners, LLC History No change 3,799 808 0.15% 0.15% 1492 0 0.0% Q2 2026 Jul 29, 2026
Journey Advisory Group, LLC History No change 3,787 805 0.06% 0.06% 1493 0 0.0% Q2 2026 Aug 04, 2026
Cardinal Point Capital Management ULC History No change 3,781 804 0.05% 0.05% 1494 0 0.0% Q2 2026 Jul 14, 2026
Main Street Financial Solutions, LLC History No change 3,977 803 0.05% 0.05% 1495 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 3,768 801 0.09% 0.09% 1496 0 0.0% Q2 2026 Aug 11, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 3,850 800 0.17% 0.18% 1497 -283 -6.85% Q3 2026 Oct 05, 2026
Meriwether Wealth & Planning, LLC History No change 3,750 797 0.4% 0.4% 1498 0 0.0% Q2 2026 Jul 08, 2026
Integrity Advisory Solutions, LLC History No change 3,750 797 0.08% 0.08% 1499 0 0.0% Q2 2026 Jul 31, 2026
Balboa Wealth Partners History No change 3,738 795 0.11% 0.11% 1500 0 0.0% Q2 2026 Aug 10, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 3,817 794 0.56% 0.59% 1501 +31 0.82% Q3 2026 Oct 07, 2026
Strata Wealth Advisors, LLC History No change 3,721 791 0.19% 0.19% 1502 0 0.0% Q2 2026 Aug 05, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 3,601 791 0.47% 0.47% 1503 0 0.0% Q2 2026 Aug 07, 2026
SAXON INTERESTS, INC. History No change 3,710 789 0.22% 0.22% 1504 0 0.0% Q2 2026 Aug 12, 2026
Collaborative Capital Advisors LLC History No change 3,710 789 0.5% 0.5% 1505 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Managment, LLC/ID History No change 3,701 787 0.32% 0.32% 1506 0 0.0% Q2 2026 Aug 13, 2026
Orcam Financial Group History No change 3,695 786 0.38% 0.38% 1507 0 0.0% Q2 2026 Aug 13, 2026
Chicago Wealth Management, Inc. History No change 3,680 783 0.28% 0.28% 1508 0 0.0% Q2 2026 Aug 11, 2026
Duncan Williams Asset Management, LLC History No change 3,664 779 0.18% 0.18% 1509 0 0.0% Q2 2026 Jul 22, 2026
PCG ASSET MANAGEMENT, LLC History No change 3,662 779 0.56% 0.56% 1510 0 0.0% Q2 2026 Jul 27, 2026
Icon Wealth Advisors, LLC History No change 3,657 778 0.05% 0.05% 1511 0 0.0% Q2 2026 Aug 05, 2026
Serenus Wealth Advisors, LLC History No change 3,660 778 0.14% 0.14% 1512 0 0.0% Q2 2026 Aug 05, 2026
YHB Investment Advisors, Inc. History Added to 3,738 777 0.05% 0.05% 1513 +88 2.41% Q3 2026 Oct 08, 2026
Mission Creek Capital Partners, Inc. History No change 3,639 774 0.14% 0.14% 1514 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 3,632 772 0.17% 0.17% 1515 0 0.0% Q2 2026 Jul 23, 2026
Lewis Asset Management, LLC History No change 3,631 772 0.27% 0.27% 1516 0 0.0% Q2 2026 Jul 21, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 3,619 769 0.57% 0.57% 1517 0 0.0% Q2 2026 Jul 28, 2026
WNY Asset Management, LLC History No change 3,610 768 0.07% 0.07% 1518 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Financial Group, LLC / IL History No change 3,606 767 0.19% 0.19% 1519 0 0.0% Q2 2026 Jul 30, 2026
Dale Q Rice Investment Management Ltd History No change 3,688 767 0.42% 0.43% 1520 0 0.0% Q3 2026 Oct 09, 2026
TrinityBridge Ltd History No change 3,600 766 0.02% 0.02% 1521 0 0.0% Q2 2026 Aug 11, 2026
Edge Wealth Management LLC History No change 3,598 765 0.13% 0.13% 1522 0 0.0% Q2 2026 Jul 09, 2026
Plan A Wealth LLC History Added to 3,668 763 0.27% 0.25% 1526 +912 33.09% Q3 2026 Oct 08, 2026
BANQUE PICTET & CIE SA History No change 3,588 763 0.0% 0.0% 1523 0 0.0% Q2 2026 Jul 24, 2026
GENTRY PRIVATE WEALTH, LLC History No change 3,587 763 0.39% 0.39% 1524 0 0.0% Q2 2026 Aug 05, 2026
SwitchPoint Financial Planning, LLC History No change 3,587 763 0.44% 0.44% 1525 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 3,583 762 0.03% 0.03% 1527 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 3,581 761 0.01% 0.01% 1528 0 0.0% Q2 2026 Aug 14, 2026
HARMONY ASSET MANAGEMENT LLC History No change 3,569 759 0.2% 0.2% 1529 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 3,559 757 0.06% 0.06% 1530 0 0.0% Q2 2026 Jul 14, 2026
Legacy Financial Strategies, LLC History No change 3,555 756 0.12% 0.12% 1531 0 0.0% Q2 2026 Jul 21, 2026
HT Partners LLC History No change 3,542 753 0.21% 0.21% 1532 0 0.0% Q2 2026 Jul 16, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,538 752 0.15% 0.15% 1533 0 0.0% Q2 2026 Jul 15, 2026
KDT Advisors, LLC History No change 3,520 748 1.04% 1.04% 1534 0 0.0% Q2 2026 Jul 31, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 3,512 747 0.06% 0.06% 1535 0 0.0% Q2 2026 Jul 16, 2026
Institute for Wealth Management, LLC. History No change 3,502 745 0.07% 0.07% 1536 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 3,488 742 0.0% 0.0% 1537 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 3,459 735 0.02% 0.02% 1538 0 0.0% Q2 2026 Jul 27, 2026
Rubicon Advisors, GP History No change 3,458 735 0.54% 0.54% 1539 0 0.0% Q2 2026 Jul 29, 2026
Independent Wealth Network Inc. History No change 3,454 734 0.19% 0.19% 1540 0 0.0% Q2 2026 Jul 20, 2026
Horizons Wealth Management History New 3,519 732 0.46% — 1541 +3,519 New Q3 2026 Oct 05, 2026
Heritage Wealth Advisors History No change 3,439 731 0.03% 0.03% 1542 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 3,435 731 0.01% 0.01% 1543 0 0.0% Q2 2026 Jul 16, 2026
Betterment LLC History No change 3,433 730 0.0% 0.0% 1544 0 0.0% Q2 2026 Aug 14, 2026
Beverly Hills Private Wealth, LLC History No change 3,430 729 0.14% 0.14% 1545 0 0.0% Q2 2026 Aug 06, 2026
Castleview Partners, LLC History Added to 3,501 728 0.32% 0.25% 1546 +838 31.47% Q3 2026 Oct 09, 2026
FourThought Financial Partners, LLC History No change 3,425 728 0.06% 0.06% 1547 0 0.0% Q2 2026 Aug 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,417 727 0.06% 0.06% 1548 0 0.0% Q2 2026 Jul 14, 2026
Financial Architects, LLC History No change 3,415 726 0.35% 0.35% 1549 0 0.0% Q2 2026 Jul 21, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 3,411 725 0.26% 0.26% 1550 0 0.0% Q2 2026 Jul 15, 2026
6th Street Advisors, LLC History No change 3,404 724 0.42% 0.42% 1551 0 0.0% Q2 2026 Jul 23, 2026
Mirador Capital Partners LP History Reduced 3,473 722 0.08% 0.14% 1553 -1,989 -36.42% Q3 2026 Oct 09, 2026
SeaBridge Investment Advisors LLC History No change 3,395 722 0.1% 0.1% 1552 0 0.0% Q2 2026 Jul 17, 2026
Abound Wealth Management History No change 3,394 722 0.14% 0.14% 1554 0 0.0% Q2 2026 Jul 10, 2026
Parkway Wealth Management Group, LLC History No change 3,390 721 0.08% 0.08% 1555 0 0.0% Q2 2026 Jul 27, 2026
Montz Harcus Wealth Management LLC History Added to 3,454 718 0.25% 0.26% 1557 +11 0.32% Q3 2026 Oct 09, 2026
Hartford Financial Management Inc. History No change 3,379 718 0.16% 0.16% 1556 0 0.0% Q2 2026 Jul 23, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 3,374 717 0.07% 0.07% 1558 0 0.0% Q2 2026 Jul 28, 2026
Xcel Wealth Management, LLC History No change 3,363 715 0.17% 0.17% 1559 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Wealth Management, LLC History No change 3,359 714 0.11% 0.11% 1560 0 0.0% Q2 2026 Jul 30, 2026
Cordant, Inc. History No change 3,353 713 0.26% 0.26% 1561 0 0.0% Q2 2026 Jul 14, 2026
Crusonia Wealth Advisors LLC History No change 3,355 713 0.12% 0.12% 1562 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Family Advisors, LLC History No change 3,346 712 0.3% 0.3% 1563 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History No change 3,347 712 0.14% 0.14% 1564 0 0.0% Q2 2026 Jul 28, 2026
Berger Financial Group, Inc History No change 3,344 711 0.04% 0.04% 1565 0 0.0% Q2 2026 Aug 04, 2026
Parkside Financial Bank & Trust History No change 3,333 709 0.05% 0.05% 1566 0 0.0% Q2 2026 Sep 04, 2026
RMR Wealth Builders History No change 3,334 709 0.04% 0.04% 1567 0 0.0% Q2 2026 Jul 24, 2026
Storgate, LLC History No change 3,277 697 0.14% 0.14% 1568 0 0.0% Q2 2026 Aug 12, 2026
Capital Asset Advisory Services LLC History No change 3,259 693 0.03% 0.03% 1569 0 0.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History No change 3,105 691 0.57% 0.57% 1570 0 0.0% Q2 2026 Aug 14, 2026
Nicholson Wealth Management Group, LLC History No change 3,249 691 0.41% 0.41% 1571 0 0.0% Q2 2026 Jul 29, 2026
waypoint wealth counsel History No change 3,236 688 0.43% 0.43% 1572 0 0.0% Q2 2026 Aug 04, 2026
Wealth Architects, LLC History No change 3,231 687 0.05% 0.05% 1573 0 0.0% Q2 2026 Jul 23, 2026
Ignite Planners, LLC History No change 3,232 687 0.09% 0.09% 1574 0 0.0% Q2 2026 Jul 23, 2026
DOVER ADVISORS, LLC History No change 3,590 687 0.28% 0.28% 1575 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,226 686 0.01% 0.01% 1576 0 0.0% Q2 2026 Jul 30, 2026
Opal Wealth Advisors, LLC History No change 3,213 683 0.15% 0.15% 1577 0 0.0% Q2 2026 Jul 20, 2026
Fusion Capital, LLC History No change 3,204 681 0.16% 0.16% 1578 0 0.0% Q2 2026 Aug 05, 2026
Lionshead Wealth Management, LLC History No change 3,178 676 0.44% 0.44% 1579 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,166 674 0.01% 0.01% 1580 0 0.0% Q2 2026 Aug 11, 2026
Crown Wealth Group, LLC History No change 3,160 672 0.17% 0.17% 1581 0 0.0% Q2 2026 Jul 21, 2026
Mathes Company, Inc. History No change 3,150 670 0.21% 0.21% 1582 0 0.0% Q2 2026 Aug 11, 2026
Weaver Consulting Group History Added to 3,217 669 0.13% 0.14% 1584 +48 1.51% Q3 2026 Oct 07, 2026
Q3 Asset Management History No change 3,145 669 0.12% 0.12% 1583 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 3,176 668 0.01% 0.01% 1586 +863 37.31% Q3 2026 Oct 08, 2026
Redmond Asset Management, LLC History No change 3,143 668 0.17% 0.17% 1585 0 0.0% Q2 2026 Aug 14, 2026
Sherrill & Hutchins Financial Advisory, Inc History No change 3,141 668 0.32% 0.32% 1587 0 0.0% Q2 2026 Jul 23, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 3,131 666 0.01% 0.01% 1588 0 0.0% Q2 2026 Aug 11, 2026
MinichMacGregor Wealth Management, LLC History No change 3,125 665 0.1% 0.1% 1589 0 0.0% Q2 2026 Jul 16, 2026
Orgel Wealth Management, LLC History No change 3,125 664 0.01% 0.01% 1590 0 0.0% Q2 2026 Jul 13, 2026
LongView Wealth Management History No change 3,113 662 0.17% 0.17% 1591 0 0.0% Q2 2026 Jul 17, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,108 661 0.16% 0.16% 1592 0 0.0% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,103 660 0.08% 0.08% 1593 0 0.0% Q2 2026 Jul 21, 2026
MAIRS & POWER INC History No change 3,100 659 0.01% 0.01% 1594 0 0.0% Q2 2026 Aug 14, 2026
Strong Retirement Solutions LLC History Added to 3,165 658 0.37% 0.27% 1597 +1,050 49.65% Q3 2026 Oct 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 3,094 658 0.18% 0.18% 1595 0 0.0% Q2 2026 Jul 16, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 3,093 658 0.12% 0.12% 1596 0 0.0% Q2 2026 Jul 13, 2026
Ledyard National Bank History No change 3,090 657 0.05% 0.05% 1598 0 0.0% Q2 2026 Jul 16, 2026
Lee Financial Co History No change 3,086 656 0.08% 0.08% 1599 0 0.0% Q2 2026 Jul 22, 2026
TritonPoint Partners, LLC History No change 3,075 654 0.05% 0.05% 1600 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 3,067 652 0.04% 0.04% 1601 0 0.0% Q2 2026 Aug 06, 2026
D L CARLSON INVESTMENT GROUP INC History No change 3,058 650 0.1% 0.1% 1602 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 3,058 648 0.42% 0.42% 1603 0 0.0% Q2 2026 Jul 09, 2026
Jessup Wealth Management, Inc History No change 3,042 647 0.19% 0.19% 1604 0 0.0% Q2 2026 Aug 11, 2026
Independence Financial Advisors, LLC History Added to 3,109 646 0.16% 0.17% 1605 +12 0.39% Q3 2026 Oct 08, 2026
Regal Partners Ltd History No change 3,034 645 0.04% 0.04% 1606 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT PARTNERS, LTD. History No change 3,031 644 0.2% 0.2% 1607 0 0.0% Q2 2026 Aug 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,014 642 0.0% 0.0% 1608 0 0.0% Q2 2026 Aug 14, 2026
Sterling Financial Planning, Inc. History No change 3,018 642 0.17% 0.17% 1609 0 0.0% Q2 2026 Aug 11, 2026
CFS Investment Advisory Services, LLC History No change 2,989 642 0.04% 0.04% 1610 0 0.0% Q2 2026 Jul 16, 2026
TRITONPOINT WEALTH, LLC History No change 3,012 640 0.06% 0.06% 1611 0 0.0% Q2 2026 Aug 11, 2026
Triad Wealth Partners, LLC History No change 2,945 639 0.04% 0.04% 1612 0 0.0% Q2 2026 Aug 10, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 3,000 638 0.24% 0.24% 1613 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 3,001 638 0.06% 0.06% 1614 0 0.0% Q2 2026 Jul 20, 2026
DAVIDSON TRUST CO History No change 3,068 638 0.25% 0.25% 1615 0 0.0% Q3 2026 Oct 09, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 2,999 638 0.05% 0.05% 1616 0 0.0% Q2 2026 Jul 16, 2026
Absolute Gestao de Investimentos Ltda. History No change 3,000 638 0.06% 0.06% 1617 0 0.0% Q2 2026 Aug 25, 2026
Wealth Dimensions Group, Ltd. History No change 3,000 638 0.11% 0.11% 1618 0 0.0% Q2 2026 Jul 22, 2026
Keel Point, LLC History No change 2,994 637 0.04% 0.04% 1619 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL ADVISORS INC/OK History No change 2,991 636 0.01% 0.01% 1620 0 0.0% Q2 2026 Jul 22, 2026
MKT Advisors LLC History No change 2,959 635 0.2% 0.2% 1621 0 0.0% Q2 2026 Jul 09, 2026
Forty-three Eighteen Advisors, LLC History No change 2,973 632 0.43% 0.43% 1622 0 0.0% Q2 2026 Jul 30, 2026
HOWE & RUSLING INC History No change 2,966 630 0.04% 0.04% 1623 0 0.0% Q2 2026 Aug 10, 2026
Sound Income Strategies, LLC History Added to 2,953 625 0.03% 0.03% 1625 +146 5.2% Q3 2026 Oct 09, 2026
GeoWealth Management, LLC History No change 2,939 625 0.02% 0.02% 1624 0 0.0% Q2 2026 Jul 30, 2026
Washington Trust Advisors, Inc. History No change 2,939 625 0.05% 0.05% 1626 0 0.0% Q2 2026 Jul 29, 2026
KFA Private Wealth Group, LLC History Added to 2,996 623 0.15% 0.15% 1627 +99 3.42% Q3 2026 Oct 07, 2026
BARD ASSOCIATES INC History No change 2,920 621 0.14% 0.14% 1628 0 0.0% Q2 2026 Aug 11, 2026
Purpose Unlimited Inc. History No change 2,869 619 0.02% 0.02% 1629 0 0.0% Q2 2026 Aug 13, 2026
Beck Bode, LLC History No change 2,904 617 0.09% 0.09% 1630 0 0.0% Q2 2026 Aug 13, 2026
Hixon Zuercher, LLC History No change 2,904 617 0.18% 0.18% 1631 0 0.0% Q2 2026 Jul 20, 2026
North Capital, Inc. History No change 2,890 614 0.46% 0.46% 1632 0 0.0% Q2 2026 Jul 14, 2026
Rosenberg Matthew Hamilton History Reduced 2,951 613 0.11% 0.12% 1633 -102 -3.34% Q3 2026 Oct 05, 2026
Facet Wealth, Inc. History No change 2,879 612 0.01% 0.01% 1634 0 0.0% Q2 2026 Jul 27, 2026
LCNB CORP History No change 2,873 611 0.19% 0.19% 1635 0 0.0% Q2 2026 Aug 10, 2026
Argent Advisors, Inc. History No change 2,875 611 0.15% 0.15% 1636 0 0.0% Q2 2026 Aug 05, 2026
Sky Investment Group LLC History No change 2,862 608 0.1% 0.1% 1637 0 0.0% Q2 2026 Jul 20, 2026
Advance Capital Management, Inc. History No change 2,859 608 0.02% 0.02% 1638 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 2,856 607 0.01% 0.01% 1639 0 0.0% Q2 2026 Aug 13, 2026
Unconventional Investor, LLC History No change 2,838 603 0.25% 0.25% 1640 0 0.0% Q2 2026 Aug 18, 2026
SEI INVESTMENTS CO History No change 2,829 601 0.0% 0.0% 1641 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 2,818 599 0.02% 0.02% 1642 0 0.0% Q2 2026 Jul 09, 2026
EWA, LLC History No change 2,802 596 0.11% 0.11% 1643 0 0.0% Q2 2026 Jul 14, 2026
NORTH DALLAS BANK & TRUST CO History No change 2,804 596 0.35% 0.35% 1644 0 0.0% Q2 2026 Jul 13, 2026
FINANCIAL COUNSELORS INC History No change 2,800 595 0.82% 0.82% 1645 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 2,766 588 0.0% 0.0% 1646 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 2,767 588 0.02% 0.02% 1647 0 0.0% Q2 2026 Jul 24, 2026
Three Seasons Wealth, LLC History No change 2,737 582 0.05% 0.05% 1648 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History Reduced 2,794 581 0.35% 0.36% 1649 -21 -0.75% Q3 2026 Oct 06, 2026
Millstone Evans Group, LLC History No change 2,723 579 0.31% 0.31% 1650 0 0.0% Q2 2026 Aug 11, 2026
1ST SOURCE BANK History No change 2,713 577 0.03% 0.03% 1651 0 0.0% Q2 2026 Aug 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,708 576 0.02% 0.02% 1652 0 0.0% Q2 2026 Aug 05, 2026
Bay Rivers Group History No change 2,710 576 0.2% 0.2% 1653 0 0.0% Q2 2026 Jul 09, 2026
Manhattan West Asset Management, LLC History No change 2,703 575 0.1% 0.1% 1654 0 0.0% Q2 2026 Aug 11, 2026
Santori & Peters, Inc. History No change 2,692 572 0.16% 0.16% 1655 0 0.0% Q2 2026 Jul 24, 2026
Mystic Asset Management, Inc. History No change 2,675 569 0.12% 0.12% 1656 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History No change 2,671 568 0.28% 0.28% 1657 0 0.0% Q2 2026 Jul 22, 2026
Blue Zone Wealth Advisors, LLC History No change 2,650 563 0.1% 0.1% 1658 0 0.0% Q2 2026 Jul 14, 2026
Rolek Wealth Management LLC History No change 2,650 563 0.32% 0.32% 1659 0 0.0% Q2 2026 Jul 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 2,638 561 0.06% 0.06% 1660 0 0.0% Q2 2026 Jul 16, 2026
Fisher Asset Management, LLC History No change 2,624 558 0.0% 0.0% 1661 0 0.0% Q2 2026 Aug 04, 2026
Claro Advisors Inc. History No change 2,623 558 0.06% 0.06% 1662 0 0.0% Q2 2026 Jul 30, 2026
Tulsa Wealth Advisors, INC History No change 2,625 558 0.08% 0.08% 1663 0 0.0% Q2 2026 Aug 06, 2026
Spinnaker Investment Group, LLC History No change 2,615 556 0.09% 0.09% 1664 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 2,609 555 0.17% 0.17% 1665 0 0.0% Q2 2026 Jul 30, 2026
Advanced Asset Management Advisors Inc History No change 2,606 554 0.15% 0.15% 1666 0 0.0% Q2 2026 Jul 16, 2026
Plante Moran Financial Advisors, LLC History No change 2,604 554 0.03% 0.03% 1667 0 0.0% Q2 2026 Aug 06, 2026
Weaver Capital Management LLC History No change 2,889 554 0.12% 0.12% 1668 0 0.0% Q2 2026 Jul 30, 2026
Forza Wealth Management, LLC History No change 2,594 551 0.17% 0.17% 1669 0 0.0% Q2 2026 Jul 17, 2026
Nicholas Hoffman & Company, LLC. History No change 2,583 549 0.01% 0.01% 1670 0 0.0% Q2 2026 Aug 04, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 2,560 544 0.06% 0.06% 1671 0 0.0% Q2 2026 Jul 15, 2026
BAXTER BROS INC History No change 2,553 543 0.06% 0.06% 1672 0 0.0% Q2 2026 Aug 06, 2026
Granite Group Advisors, LLC History No change 2,548 542 0.32% 0.32% 1673 0 0.0% Q2 2026 Jul 23, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,541 540 0.17% 0.17% 1674 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History Added to 2,593 539 0.04% 0.04% 1675 +45 1.77% Q3 2026 Oct 08, 2026
AssuredPartners Investment Advisors, LLC History No change 2,537 539 0.05% 0.05% 1676 0 0.0% Q2 2026 Aug 10, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,530 538 0.03% 0.03% 1677 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 2,524 537 0.04% 0.04% 1678 0 0.0% Q2 2026 Aug 06, 2026
ABLE Financial Group, LLC History No change 2,523 536 0.09% 0.09% 1679 0 0.0% Q2 2026 Jul 22, 2026
SEARLE & CO. History No change 2,509 533 0.12% 0.12% 1680 0 0.0% Q2 2026 Jul 27, 2026
Mission Financial Group, LLC History No change 2,497 531 0.44% 0.44% 1681 0 0.0% Q2 2026 Aug 12, 2026
Sierra Capital LLC History No change 2,494 530 0.05% 0.05% 1682 0 0.0% Q2 2026 Aug 13, 2026
McCollum Christoferson Group LLC History No change 2,480 527 0.15% 0.15% 1683 0 0.0% Q2 2026 Jul 13, 2026
Wealthcare Capital Partners, LLC History No change 2,481 527 0.22% 0.22% 1684 0 0.0% Q2 2026 Jul 09, 2026
Old Port Advisors History No change 2,471 525 0.1% 0.1% 1685 0 0.0% Q2 2026 Jul 21, 2026
Infinity Wealth Counsel, LLC History No change 2,470 525 0.42% 0.42% 1686 0 0.0% Q2 2026 Jul 09, 2026
Founders Capital Management History No change 2,464 524 0.23% 0.23% 1687 0 0.0% Q2 2026 Jul 21, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,465 524 0.04% 0.04% 1688 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 2,464 524 0.08% 0.08% 1689 0 0.0% Q2 2026 Aug 13, 2026
Wise Wealth Partners History No change 2,467 524 0.89% 0.89% 1690 0 0.0% Q2 2026 Jul 28, 2026
Asset Advisory Group, Inc. History No change 2,462 523 0.23% 0.23% 1691 0 0.0% Q2 2026 Jul 09, 2026
FAIRFIELD, BUSH & CO. History No change 2,457 522 0.26% 0.26% 1692 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History No change 2,449 521 1.4% 1.4% 1693 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History Added to 2,493 518 0.06% 0.06% 1694 +7 0.28% Q3 2026 Oct 08, 2026
Colonial River Investments, LLC History No change 2,439 518 0.15% 0.15% 1695 0 0.0% Q2 2026 Jul 24, 2026
Partners in Financial Planning History No change 2,425 516 0.08% 0.08% 1696 0 0.0% Q2 2026 Aug 10, 2026
Wealth Management Associates, Inc. History No change 2,418 514 0.14% 0.14% 1697 0 0.0% Q2 2026 Jul 21, 2026
America First Investment Advisors, LLC History No change 2,415 513 0.1% 0.1% 1698 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 2,415 513 0.02% 0.02% 1699 0 0.0% Q2 2026 Jul 20, 2026
Sage Capital Advisors,llc History No change 2,413 513 0.11% 0.11% 1700 0 0.0% Q2 2026 Jul 09, 2026
Accel Wealth Management History No change 2,407 512 0.12% 0.12% 1701 0 0.0% Q2 2026 Jul 10, 2026
XXI WEALTH, LLC History No change 2,403 511 0.23% 0.23% 1702 0 0.0% Q2 2026 Aug 14, 2026
First Growth Capital LLC History No change 2,400 510 0.39% 0.39% 1703 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 2,394 509 0.03% 0.03% 1704 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 2,389 508 0.01% 0.01% 1705 0 0.0% Q2 2026 Aug 05, 2026
BSW Wealth Partners History No change 2,385 507 0.06% 0.06% 1706 0 0.0% Q2 2026 Jul 15, 2026
Fragasso Financial Advisors Inc History No change 2,381 506 0.03% 0.03% 1707 0 0.0% Q2 2026 Jul 09, 2026
Mustard Seed Financial, LLC History No change 2,380 506 0.26% 0.26% 1708 0 0.0% Q2 2026 Aug 05, 2026
Hills Bank & Trust Co History No change 2,378 505 0.02% 0.02% 1709 0 0.0% Q2 2026 Aug 10, 2026
Wealth Alliance Advisory Group, LLC History No change 2,374 505 0.07% 0.07% 1710 0 0.0% Q2 2026 Jul 23, 2026
Napier Financial, LLC History No change 2,374 505 0.11% 0.11% 1711 0 0.0% Q2 2026 Jul 31, 2026
Cypress Capital, LLC History No change 2,356 501 0.14% 0.14% 1712 0 0.0% Q2 2026 Jul 17, 2026
Algorithmic Investment Models, LLC History No change 2,357 501 0.58% 0.58% 1713 0 0.0% Q2 2026 Aug 07, 2026
Planning Strategies Inc. History Added to 2,390 497 0.29% 0.2% 1715 +904 60.83% Q3 2026 Oct 02, 2026
Asio Capital, LLC History No change 2,336 497 0.06% 0.06% 1714 0 0.0% Q2 2026 Jul 17, 2026
CURA WEALTH ADVISORS, LLC History No change 2,321 493 0.21% 0.21% 1716 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Advisors / MI History No change 2,314 492 0.03% 0.03% 1717 0 0.0% Q2 2026 Aug 14, 2026
Peirce Capital Management, LLC History No change 2,310 491 0.18% 0.18% 1718 0 0.0% Q2 2026 Jul 10, 2026
MITCHELL SINKLER & STARR/PA History No change 2,306 490 0.2% 0.2% 1719 0 0.0% Q2 2026 Jul 21, 2026
Campbell Deegan Wealth Management, LLC History No change 2,302 489 0.35% 0.35% 1720 0 0.0% Q2 2026 Aug 04, 2026
Integris Wealth Management, LLC History No change 2,291 487 0.1% 0.1% 1721 0 0.0% Q2 2026 Jul 10, 2026
Rossby Financial, LCC History No change 2,287 486 0.09% 0.09% 1722 0 0.0% Q2 2026 Aug 04, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,272 483 0.05% 0.05% 1723 0 0.0% Q2 2026 Jul 22, 2026
MRWM Advisors, LLC History No change 2,272 483 0.2% 0.2% 1724 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Counsel, Inc History No change 2,257 480 0.05% 0.05% 1725 0 0.0% Q2 2026 Jul 27, 2026
WPG Advisers, LLC History No change 2,260 480 0.28% 0.28% 1726 0 0.0% Q2 2026 Aug 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 2,302 478 0.11% 0.13% 1727 -197 -7.88% Q3 2026 Oct 06, 2026
Midwest Financial Group LLC History No change 2,245 477 0.17% 0.17% 1728 0 0.0% Q2 2026 Jul 21, 2026
Magnolia Private Wealth, LLC History No change 2,243 477 0.26% 0.26% 1729 0 0.0% Q2 2026 Aug 05, 2026
Archer Investment Management, LLC History No change 2,237 475 0.16% 0.16% 1730 0 0.0% Q2 2026 Jul 07, 2026
Golden State Wealth Management, LLC History No change 2,230 474 0.04% 0.04% 1731 0 0.0% Q2 2026 Jul 22, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,225 473 0.03% 0.03% 1732 0 0.0% Q2 2026 Jul 15, 2026
Ironwood Investment Counsel, LLC History No change 2,222 472 0.06% 0.06% 1733 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Family Office, LLC History No change 2,221 472 0.09% 0.09% 1734 0 0.0% Q2 2026 Jul 20, 2026
TRED AVON FAMILY WEALTH, LLC History No change 2,219 472 0.14% 0.14% 1735 0 0.0% Q2 2026 Aug 10, 2026
MAYPORT, LLC History No change 2,217 471 0.07% 0.07% 1736 0 0.0% Q2 2026 Aug 07, 2026
tru Independence LLC History No change 2,206 469 0.21% 0.21% 1737 0 0.0% Q2 2026 Aug 10, 2026
Smith Thornton Advisors LLC History No change 2,188 468 0.21% 0.21% 1738 0 0.0% Q2 2026 Jul 14, 2026
MorganRosel Wealth Management, LLC History No change 2,192 466 0.16% 0.16% 1739 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 2,192 466 0.1% 0.1% 1740 0 0.0% Q2 2026 Aug 10, 2026
Rockport Wealth LLC History No change 2,191 466 0.08% 0.08% 1741 0 0.0% Q2 2026 Jul 27, 2026
Cyndeo Wealth Partners, LLC History No change 2,188 465 0.02% 0.02% 1742 0 0.0% Q2 2026 Jul 21, 2026
Anchor Investment Management, LLC History No change 2,184 464 0.03% 0.03% 1743 0 0.0% Q2 2026 Sep 15, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 2,183 464 0.11% 0.11% 1744 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 9,582 464 0.06% 0.06% 1745 0 0.0% Q2 2026 Aug 12, 2026
FIRST COMMUNITY TRUST NA History New 2,228 463 0.15% — 1748 +2,228 New Q3 2026 Oct 07, 2026
Cottage Street Advisors LLC History No change 2,178 463 0.18% 0.18% 1746 0 0.0% Q2 2026 Jul 20, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 2,178 463 0.09% 0.09% 1747 0 0.0% Q2 2026 Jul 09, 2026
Indiana Trust & Investment Management Co History No change 2,172 462 0.13% 0.13% 1749 0 0.0% Q2 2026 Jul 22, 2026
Ballentine Partners, LLC History No change 2,175 462 0.01% 0.01% 1750 0 0.0% Q2 2026 Jul 17, 2026
Merrion Investment Management Co, LLC History No change 2,175 462 0.22% 0.22% 1751 0 0.0% Q2 2026 Jul 13, 2026
Capitol Family Office, Inc. History No change 2,169 461 0.49% 0.49% 1752 0 0.0% Q2 2026 Jul 31, 2026
Longview Financial Advisors, Inc. History Reduced 2,200 457 0.26% 0.28% 1753 -48 -2.14% Q3 2026 Oct 08, 2026
OneAscent Family Office, LLC History No change 2,144 456 0.23% 0.23% 1754 0 0.0% Q2 2026 Aug 11, 2026
Schulz Wealth, LTD. History No change 2,140 455 0.23% 0.23% 1755 0 0.0% Q2 2026 Aug 26, 2026
Westmount Partners, LLC History No change 2,143 455 0.1% 0.1% 1756 0 0.0% Q2 2026 Jul 07, 2026
Valor Advisors LLC History No change 2,136 454 0.33% 0.33% 1757 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 2,131 453 0.08% 0.08% 1758 0 0.0% Q2 2026 Jul 16, 2026
Wilkerson Advisory Group LLC History No change 2,130 453 0.14% 0.14% 1759 0 0.0% Q2 2026 Jul 21, 2026
Guardian Financial Partners, LLC History No change 2,127 452 0.18% 0.18% 1760 0 0.0% Q2 2026 Jul 15, 2026
Greenfield Savings Bank History Reduced 2,160 449 0.17% 0.18% 1761 -100 -4.42% Q3 2026 Oct 07, 2026
Gryphon Financial Partners LLC History No change 2,107 448 0.04% 0.04% 1762 0 0.0% Q2 2026 Aug 05, 2026
Alan B Lancz & Associates, Inc. History No change 2,107 448 0.39% 0.39% 1763 0 0.0% Q2 2026 Aug 11, 2026
Total Wealth Planning & Management, Inc. History No change 2,102 447 0.3% 0.3% 1764 0 0.0% Q2 2026 Jul 28, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 2,094 445 0.27% 0.27% 1765 0 0.0% Q2 2026 Aug 05, 2026
WELCH & FORBES LLC History No change 2,088 444 0.01% 0.01% 1766 0 0.0% Q2 2026 Jul 30, 2026
Avantax Planning Partners, Inc. History No change 2,074 441 0.01% 0.01% 1767 0 0.0% Q2 2026 Jul 28, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 2,073 441 0.07% 0.07% 1768 0 0.0% Q2 2026 Aug 10, 2026
Relyea Zuckerberg Hanson LLC History No change 2,059 438 0.04% 0.04% 1769 0 0.0% Q2 2026 Jul 16, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 2,052 436 0.12% 0.12% 1770 0 0.0% Q2 2026 Aug 07, 2026
Coquina Private Wealth LLC History No change 2,052 436 0.3% 0.3% 1771 0 0.0% Q2 2026 Jul 29, 2026
Kathmere Capital Management, LLC History No change 2,047 435 0.02% 0.02% 1772 0 0.0% Q2 2026 Jul 29, 2026
Capstone Wealth Management Group, Inc. History No change 2,044 434 0.26% 0.26% 1773 0 0.0% Q2 2026 Jul 27, 2026
Maia Wealth LLC History No change 2,032 432 0.06% 0.06% 1774 0 0.0% Q2 2026 Jul 28, 2026
MSH Capital Advisors LLC History No change 2,033 432 0.08% 0.08% 1775 0 0.0% Q2 2026 Aug 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,028 431 0.01% 0.01% 1776 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 2,026 431 0.32% 0.32% 1777 0 0.0% Q2 2026 Aug 03, 2026
Stokes Capital Advisors, LLC History Added to 2,064 429 0.09% 0.09% 1779 +8 0.39% Q3 2026 Oct 09, 2026
Verity & Verity, LLC History No change 2,020 429 0.03% 0.03% 1778 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History No change 2,066 429 0.09% 0.09% 1780 0 0.0% Q3 2026 Oct 06, 2026
Coastwise Capital Group, LLC History No change 2,021 429 0.25% 0.25% 1781 0 0.0% Q2 2026 Jul 16, 2026
BURNEY CO/ History No change 2,004 426 0.01% 0.01% 1782 0 0.0% Q2 2026 Jul 14, 2026
JB Capital LLC History No change 2,004 426 0.01% 0.01% 1783 0 0.0% Q2 2026 Jul 29, 2026
CVS HEALTH Corp History No change 2,000 425 0.19% 0.19% 1784 0 0.0% Q2 2026 Aug 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 2,000 425 0.03% 0.03% 1785 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 2,000 425 0.08% 0.08% 1786 0 0.0% Q2 2026 Aug 06, 2026
MRP Capital Investments, LLC History No change 2,000 425 0.31% 0.31% 1787 0 0.0% Q2 2026 Aug 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,995 424 0.06% 0.06% 1788 0 0.0% Q2 2026 Jul 13, 2026
SmartHarvest Portfolios, LLC History No change 1,997 424 0.14% 0.14% 1789 0 0.0% Q2 2026 Aug 04, 2026
Baron Wealth Management LLC History No change 1,989 423 0.11% 0.11% 1790 0 0.0% Q2 2026 Jul 07, 2026
Beaumont Financial Advisors, LLC History No change 1,981 421 0.03% 0.03% 1791 0 0.0% Q2 2026 Aug 04, 2026
Boston Standard Wealth Management, LLC History Added to 2,018 419 0.06% 0.06% 1792 +6 0.3% Q3 2026 Oct 07, 2026
MCF Advisors LLC History No change 1,968 418 0.01% 0.01% 1793 0 0.0% Q2 2026 Aug 12, 2026
R. W. Roge & Company, Inc. History No change 1,964 417 0.17% 0.17% 1794 0 0.0% Q2 2026 Jul 31, 2026
Ameliora Wealth Management Ltd. History No change 1,960 417 0.12% 0.12% 1795 0 0.0% Q2 2026 Jul 24, 2026
ELEVATUS WELATH MANAGEMENT History No change 1,964 417 0.1% 0.1% 1796 0 0.0% Q2 2026 Aug 13, 2026
Brookwood Investment Group LLC History No change 1,964 417 0.05% 0.05% 1797 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 1,956 416 0.02% 0.02% 1798 0 0.0% Q2 2026 Aug 11, 2026
Triton Financial Group Inc History No change 1,955 415 0.24% 0.24% 1799 0 0.0% Q2 2026 Aug 17, 2026
NBT BANK, N.A. History No change 1,949 414 0.03% 0.03% 1800 0 0.0% Q2 2026 Jul 29, 2026
APPLETON PARTNERS INC/MA History No change 1,946 414 0.03% 0.03% 1801 0 0.0% Q2 2026 Jul 21, 2026
Global Trust Asset Management, LLC History No change 1,930 410 0.13% 0.13% 1802 0 0.0% Q2 2026 Aug 03, 2026
CWA Asset Management Group, LLC History No change 1,925 409 0.01% 0.01% 1803 0 0.0% Q2 2026 Jul 14, 2026
Stone House Investment Management, LLC History No change 1,912 406 0.05% 0.05% 1804 0 0.0% Q2 2026 Aug 05, 2026
Bank OZK History No change 1,906 405 0.12% 0.12% 1805 0 0.0% Q2 2026 Aug 17, 2026
Maxele Advisors, LLC History No change 1,907 405 0.28% 0.28% 1806 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 1,898 403 0.17% 0.17% 1807 0 0.0% Q2 2026 Jul 24, 2026
Range Advisory, LLC History No change 1,896 403 0.05% 0.05% 1808 0 0.0% Q2 2026 Sep 02, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,891 402 0.01% 0.01% 1809 0 0.0% Q2 2026 Jul 08, 2026
Junk Investment Group, LLC History No change 1,890 402 0.18% 0.18% 1810 0 0.0% Q2 2026 Jul 29, 2026
Capital Advantage, Inc. History No change 1,889 401 0.05% 0.05% 1811 0 0.0% Q2 2026 Jul 13, 2026
CFO4Life Group, LLC History No change 1,886 401 0.05% 0.05% 1812 0 0.0% Q2 2026 Aug 12, 2026
Collier Financial History No change 1,886 401 0.27% 0.27% 1813 0 0.0% Q2 2026 Jul 30, 2026
LFA - Lugano Financial Advisors SA History No change 1,878 399 0.24% 0.24% 1814 0 0.0% Q2 2026 Jul 28, 2026
Strategic Blueprint, LLC History No change 1,874 398 0.02% 0.02% 1815 0 0.0% Q2 2026 Jul 23, 2026
AWM CAPITAL, LLC History No change 1,868 397 0.03% 0.03% 1816 0 0.0% Q2 2026 Jul 31, 2026
one8zero8, LLC History No change 1,858 395 0.08% 0.08% 1817 0 0.0% Q2 2026 Aug 10, 2026
Purus Wealth Management, LLC History No change 1,855 394 0.11% 0.11% 1818 0 0.0% Q2 2026 Jul 13, 2026
FWG Holdings, LLC History No change 1,842 393 0.14% 0.14% 1819 0 0.0% Q2 2026 Aug 13, 2026
Sequent Planning LLC History No change 1,839 391 0.08% 0.08% 1820 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 1,841 391 0.04% 0.04% 1821 0 0.0% Q2 2026 Jul 28, 2026
V2 Financial group LLC History No change 1,837 390 0.15% 0.15% 1822 0 0.0% Q2 2026 Aug 10, 2026
Bolthouse Investments, LLC History No change 1,827 388 0.31% 0.31% 1823 0 0.0% Q2 2026 Aug 11, 2026
AFT, FORSYTH & COMPANY, INC. History No change 1,823 387 0.19% 0.19% 1824 0 0.0% Q2 2026 Aug 14, 2026
Drucker Wealth 3.0, LLC History No change 1,812 385 0.06% 0.06% 1825 0 0.0% Q2 2026 Jul 13, 2026
Legend Capital Advisors LLC History No change 1,810 385 0.21% 0.21% 1826 0 0.0% Q2 2026 Aug 14, 2026
GW HENSSLER & ASSOCIATES LTD History No change 1,808 384 0.02% 0.02% 1827 0 0.0% Q2 2026 Jul 28, 2026
Harbour Capital Advisors, LLC History No change 1,792 384 0.07% 0.07% 1828 0 0.0% Q2 2026 Jul 15, 2026
United Advisor Group, LLC History No change 1,809 384 0.04% 0.04% 1829 0 0.0% Q2 2026 Jul 29, 2026
Paragon Capital Management Ltd History Added to 1,841 383 0.07% 0.07% 1830 +214 13.15% Q3 2026 Oct 09, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 1,826 383 0.11% 0.11% 1831 +76 4.34% Q3 2026 Oct 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,799 382 0.22% 0.22% 1832 0 0.0% Q2 2026 Jul 21, 2026
STABLEFORD CAPITAL II LLC History Reduced 1,835 381 0.13% 0.15% 1835 -239 -11.52% Q3 2026 Oct 08, 2026
Westbourne Investment Advisors, Inc. History No change 1,793 381 0.11% 0.11% 1833 0 0.0% Q2 2026 Jul 27, 2026
TFO Wealth Partners, LLC History No change 1,794 381 0.04% 0.04% 1834 0 0.0% Q2 2026 Aug 10, 2026
SVB WEALTH LLC History No change 1,787 380 0.02% 0.02% 1836 0 0.0% Q2 2026 Jul 17, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 1,786 380 0.16% 0.16% 1837 0 0.0% Q2 2026 Jul 16, 2026
DEARBORN PARTNERS LLC History No change 1,970 378 0.02% 0.02% 1838 0 0.0% Q2 2026 Aug 13, 2026
Sunbeam Capital Management, LLC History No change 1,777 378 0.17% 0.17% 1839 0 0.0% Q2 2026 Jul 14, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 1,772 377 0.04% 0.04% 1840 0 0.0% Q2 2026 Jul 23, 2026
Summit Place Financial Advisors, LLC History No change 1,776 377 0.17% 0.17% 1841 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 1,775 377 0.04% 0.04% 1842 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 1,773 377 0.07% 0.07% 1843 0 0.0% Q2 2026 Aug 11, 2026
Symphony Financial Services, Inc. History No change 1,770 376 0.17% 0.17% 1844 0 0.0% Q2 2026 Jul 22, 2026
Woodward Financial Advisors, Inc. History No change 1,771 376 0.13% 0.13% 1845 0 0.0% Q2 2026 Aug 14, 2026
Essential Planning, LLC. History No change 1,765 375 0.11% 0.11% 1846 0 0.0% Q2 2026 Aug 03, 2026
INGALLS & SNYDER LLC History No change 1,756 374 0.01% 0.01% 1847 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 1,755 373 0.02% 0.02% 1848 0 0.0% Q2 2026 Aug 10, 2026
Monument Group Wealth Advisors, LLC History No change 1,867 373 0.18% 0.18% 1849 0 0.0% Q2 2026 Jul 27, 2026
Emergent Wealth Advisors, LLC History Added to 1,790 372 0.19% 0.2% 1851 +1 0.06% Q3 2026 Oct 08, 2026
KIRR MARBACH & CO LLC /IN/ History No change 1,750 372 0.06% 0.06% 1850 0 0.0% Q2 2026 Jul 14, 2026
SC&H Financial Advisors, Inc. History No change 1,749 372 0.05% 0.05% 1852 0 0.0% Q2 2026 Aug 04, 2026
HOWARD BAILEY SECURITIES, LLC History No change 1,747 371 0.14% 0.14% 1853 0 0.0% Q2 2026 Aug 10, 2026
Shulman DeMeo Asset Management LLC History New 1,751 369 0.07% — 1854 +1,751 New Q3 2026 Oct 09, 2026
Cresta Advisors, Ltd. History No change 1,726 367 0.13% 0.13% 1855 0 0.0% Q2 2026 Jul 22, 2026
Rose Capital Advisors LLC History No change 1,728 367 0.18% 0.18% 1856 0 0.0% Q2 2026 Aug 07, 2026
Cannon Financial Strategists, Inc. History No change 1,720 366 0.04% 0.04% 1857 0 0.0% Q2 2026 Aug 07, 2026
Mountain Capital Investment Advisors Inc. History No change 1,715 364 0.05% 0.05% 1858 0 0.0% Q2 2026 Jul 14, 2026
SIERRA SUMMIT ADVISORS LLC History No change 1,706 363 0.04% 0.04% 1859 0 0.0% Q2 2026 Jul 20, 2026
WILLIAM JOHN SEMPOLINSKI History No change 1,704 362 0.15% 0.15% 1860 0 0.0% Q2 2026 Aug 14, 2026
Benchmark Investment Advisors LLC History No change 1,693 360 0.16% 0.16% 1861 0 0.0% Q2 2026 Aug 12, 2026
Southland Equity Partners LLC History No change 1,692 360 0.06% 0.06% 1862 0 0.0% Q2 2026 Jul 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 1,688 359 0.16% 0.16% 1863 0 0.0% Q2 2026 Jul 22, 2026
Traynor Capital Management, Inc. History No change 1,688 359 0.02% 0.02% 1864 0 0.0% Q2 2026 Jul 22, 2026
Hirtle & Co., LLC History No change 1,687 358 0.01% 0.01% 1865 0 0.0% Q2 2026 Aug 14, 2026
Next Capital Management LLC History No change 1,686 358 0.1% 0.1% 1866 0 0.0% Q2 2026 Aug 03, 2026
Briaud Financial Planning Inc History No change 1,682 357 0.09% 0.09% 1867 0 0.0% Q2 2026 Jul 30, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,678 357 0.16% 0.16% 1868 0 0.0% Q2 2026 Aug 13, 2026
First County Bank /CT/ History No change 1,677 356 0.17% 0.17% 1869 0 0.0% Q2 2026 Jul 02, 2026
Penbrook Management LLC History No change 1,670 355 0.23% 0.23% 1870 0 0.0% Q2 2026 Jul 23, 2026
Warwick Investment Management, Inc. History No change 1,672 355 0.04% 0.04% 1871 0 0.0% Q2 2026 Jul 31, 2026
Juno Financial Group LLC History No change 1,672 355 0.13% 0.13% 1872 0 0.0% Q2 2026 Aug 04, 2026
Occidental Asset Management, LLC History No change 1,665 354 0.04% 0.04% 1873 0 0.0% Q2 2026 Aug 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 1,664 354 0.09% 0.09% 1874 0 0.0% Q2 2026 Jul 20, 2026
Carson Advisory Inc. History No change 1,660 353 0.16% 0.16% 1875 0 0.0% Q2 2026 Aug 11, 2026
COGENT STRATEGIC WEALTH LLC History No change 1,661 353 0.34% 0.34% 1876 0 0.0% Q2 2026 Aug 11, 2026
Goldstone Financial Group, LLC History No change 1,655 352 0.03% 0.03% 1877 0 0.0% Q2 2026 Aug 11, 2026
Old Peak Finance LLC History No change 1,653 351 0.17% 0.17% 1878 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 1,662 350 0.11% 0.11% 1879 0 0.0% Q2 2026 Aug 14, 2026
Unified Investment Management History No change 1,640 349 0.32% 0.32% 1880 0 0.0% Q2 2026 Jul 27, 2026
Alamar Capital Management, LLC History No change 1,637 348 0.18% 0.18% 1881 0 0.0% Q2 2026 Aug 07, 2026
Stegent Equity Advisors, Inc. History No change 1,639 348 0.25% 0.25% 1882 0 0.0% Q2 2026 Jul 29, 2026
GreatBanc Trust CO History No change 1,635 347 0.22% 0.22% 1883 0 0.0% Q2 2026 Jul 29, 2026
Legacy Trust History No change 1,630 346 0.06% 0.06% 1884 0 0.0% Q2 2026 Jul 31, 2026
Lakeridge Wealth Management LLC History No change 1,628 346 0.13% 0.13% 1885 0 0.0% Q2 2026 Jul 14, 2026
Elevated Capital Advisors, LLC History No change 1,604 341 0.09% 0.09% 1886 0 0.0% Q2 2026 Aug 03, 2026
Kidder Stephen W History No change 1,600 340 0.09% 0.09% 1887 0 0.0% Q2 2026 Aug 21, 2026
CARLSON FINANCIAL, INC. History No change 1,596 340 0.17% 0.17% 1888 0 0.0% Q2 2026 Aug 24, 2026
Tidal Investments LLC History No change 1,595 339 0.0% 0.0% 1889 0 0.0% Q2 2026 Aug 13, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 1,596 339 0.09% 0.09% 1890 0 0.0% Q2 2026 Jul 27, 2026
SkyOak Wealth, LLC History No change 1,591 338 0.06% 0.06% 1891 0 0.0% Q2 2026 Jul 30, 2026
Clarity Financial LLC History No change 1,591 338 0.03% 0.03% 1892 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 1,589 338 0.14% 0.14% 1893 0 0.0% Q2 2026 Aug 13, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 1,584 337 0.09% 0.09% 1894 0 0.0% Q2 2026 Jul 24, 2026
Nvest Financial, LLC History No change 1,588 337 0.11% 0.11% 1895 0 0.0% Q2 2026 Jul 30, 2026
Frederick Financial Consultants, LLC History No change 1,585 337 0.14% 0.14% 1896 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 1,575 335 0.03% 0.03% 1897 0 0.0% Q2 2026 Aug 14, 2026
Alteri Wealth LLC History No change 1,579 335 0.09% 0.09% 1898 0 0.0% Q2 2026 Jul 29, 2026
Winning Points Advisors, LLC History No change 1,567 333 0.44% 0.44% 1899 0 0.0% Q2 2026 Aug 17, 2026
Revisor Wealth Management LLC History No change 1,566 333 0.08% 0.08% 1900 0 0.0% Q2 2026 Jul 21, 2026
CHANNEL WEALTH LLC History No change 1,569 333 0.07% 0.07% 1901 0 0.0% Q2 2026 Aug 04, 2026
Cooper Financial Group History Added to 1,600 332 0.03% 0.02% 1902 +279 21.12% Q3 2026 Oct 07, 2026
W1M Asset Management Ltd History No change 1,565 332 0.0% 0.0% 1903 0 0.0% Q2 2026 Aug 12, 2026
Millennium Capital Advisors, LLC History No change 1,557 331 0.18% 0.18% 1904 0 0.0% Q2 2026 Jul 28, 2026
Ducere Wealth Management LLC History No change 1,555 330 0.1% 0.1% 1905 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Capital, Inc. History No change 1,550 329 0.03% 0.03% 1906 0 0.0% Q2 2026 Aug 03, 2026
Avion Wealth History No change 1,550 329 0.06% 0.06% 1907 0 0.0% Q2 2026 Jul 31, 2026
Secure Asset Management, LLC History No change 1,551 329 0.05% 0.05% 1908 0 0.0% Q2 2026 Jul 15, 2026
Commonwealth Retirement Investments LLC History No change 1,549 329 0.09% 0.09% 1909 0 0.0% Q2 2026 Aug 03, 2026
4J Wealth Management LLC History No change 1,545 328 0.16% 0.16% 1910 0 0.0% Q2 2026 Jul 21, 2026
Quotient Wealth Partners, LLC History No change 1,545 328 0.01% 0.01% 1911 0 0.0% Q2 2026 Aug 03, 2026
Castle Rock Wealth Management, LLC History Added to 1,540 327 0.06% 0.06% 1912 +3 0.2% Q3 2026 Oct 09, 2026
Capital Wealth Alliance, LLC History No change 1,541 327 0.15% 0.15% 1913 0 0.0% Q2 2026 Jul 31, 2026
Waterway Wealth Management, LLC History No change 1,541 327 0.07% 0.07% 1914 0 0.0% Q2 2026 Jul 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 1,535 326 0.0% 0.0% 1915 0 0.0% Q2 2026 Aug 12, 2026
Summa Corp. History No change 1,536 326 0.1% 0.1% 1916 0 0.0% Q2 2026 Aug 06, 2026
Family Manage LLC History No change 1,531 325 0.03% 0.03% 1917 0 0.0% Q2 2026 Aug 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 1,528 325 0.02% 0.02% 1918 0 0.0% Q2 2026 Jul 16, 2026
Gimbal Financial History No change 1,521 323 0.2% 0.2% 1919 0 0.0% Q2 2026 Aug 04, 2026
Clear Retirement Advice LLC History No change 1,519 323 0.22% 0.22% 1920 0 0.0% Q2 2026 Jul 15, 2026
Miller Capital Partners, Inc. History No change 1,517 322 0.13% 0.13% 1921 0 0.0% Q2 2026 Aug 12, 2026
DUTCH ASSET Corp History No change 1,513 321 0.16% 0.16% 1922 0 0.0% Q2 2026 Aug 10, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,500 319 0.0% 0.0% 1923 0 0.0% Q2 2026 Aug 14, 2026
Alhambra Investment Management LLC History No change 1,502 319 0.14% 0.14% 1924 0 0.0% Q2 2026 Jul 16, 2026
Hedges Asset Management LLC History No change 1,500 319 0.21% 0.21% 1925 0 0.0% Q2 2026 Jul 27, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 1,495 318 0.06% 0.06% 1926 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON DAVIS & CO., INC. History No change 1,491 317 0.19% 0.19% 1927 0 0.0% Q2 2026 Jul 29, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,523 316 0.04% — 1930 +1,523 New Q3 2026 Oct 08, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1,488 316 0.08% 0.08% 1928 0 0.0% Q2 2026 Aug 07, 2026
Integrated Investment Consultants, LLC History No change 1,489 316 0.06% 0.06% 1929 0 0.0% Q2 2026 Aug 17, 2026
BRAUN STACEY ASSOCIATES INC History No change 1,485 315 0.01% 0.01% 1931 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,482 315 0.06% 0.06% 1932 0 0.0% Q2 2026 Jul 17, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 428 315 0.08% 0.08% 1933 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History No change 1,481 315 0.1% 0.1% 1934 0 0.0% Q2 2026 Jul 27, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,474 313 0.02% 0.02% 1935 0 0.0% Q2 2026 Jul 28, 2026
Clark Asset Management, LLC History No change 1,475 313 0.02% 0.02% 1936 0 0.0% Q2 2026 Jul 07, 2026
Signature Equity Partners, LLC History No change 1,466 311 0.14% 0.14% 1937 0 0.0% Q2 2026 Jul 30, 2026
Grey Fox Wealth Advisors, LLC History No change 1,458 310 0.05% 0.05% 1938 0 0.0% Q2 2026 Jul 17, 2026
SFG Wealth Management, LLC. History No change 1,453 309 0.11% 0.11% 1939 0 0.0% Q2 2026 Jul 22, 2026
LaFleur & Godfrey LLC History No change 1,449 308 0.04% 0.04% 1940 0 0.0% Q2 2026 Jul 15, 2026
GDS Wealth Management History No change 1,452 308 0.01% 0.01% 1941 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 1,449 308 0.11% 0.11% 1942 0 0.0% Q2 2026 Jul 23, 2026
CPA Asset Management Group, LLC History No change 1,452 308 0.09% 0.09% 1943 0 0.0% Q2 2026 Jul 09, 2026
Heritage Family Offices, LLP History No change 1,450 308 0.12% 0.12% 1944 0 0.0% Q2 2026 Jul 29, 2026
BankPlus Trust Department History No change 1,451 308 0.07% 0.07% 1945 0 0.0% Q2 2026 Jul 28, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,450 308 0.12% 0.12% 1946 0 0.0% Q2 2026 Jul 06, 2026
Financial Designs Corp History Added to 1,478 307 0.16% 0.17% 1948 +23 1.58% Q3 2026 Oct 08, 2026
SHAKER INVESTMENTS LLC/OH History No change 1,446 307 0.11% 0.11% 1947 0 0.0% Q2 2026 Jul 15, 2026
ARS Wealth Advisors Group, LLC History No change 1,445 307 0.02% 0.02% 1949 0 0.0% Q2 2026 Jul 16, 2026
Harbor Group, Inc. History No change 1,437 305 0.04% 0.04% 1950 0 0.0% Q2 2026 Jul 22, 2026
Unify Financial Advisors History No change 1,435 305 0.28% 0.28% 1951 0 0.0% Q2 2026 Jul 21, 2026
S.A. Mason LLC History No change 1,429 304 0.09% 0.09% 1952 0 0.0% Q2 2026 Jul 31, 2026
Clear Point Advisors Inc. History No change 1,429 304 0.27% 0.27% 1953 0 0.0% Q2 2026 Jul 28, 2026
Bernard Wealth Management Corp. History No change 1,430 304 0.11% 0.11% 1954 0 0.0% Q2 2026 Aug 21, 2026
Goldenstone Wealth Management LLC History No change 1,430 304 0.2% 0.2% 1955 0 0.0% Q2 2026 Aug 05, 2026
Clarity Retirement & Wealth, LLC History No change 1,428 303 0.21% 0.21% 1956 0 0.0% Q2 2026 Jul 30, 2026
Main Street Group, LTD History No change 1,421 302 0.07% 0.07% 1957 0 0.0% Q2 2026 Jul 13, 2026
Abel Hall, LLC History No change 1,416 301 0.05% 0.05% 1958 0 0.0% Q2 2026 Jul 24, 2026
Adelphi Trust Co History No change 1,434 298 0.2% 0.2% 1959 0 0.0% Q3 2026 Oct 05, 2026
Reynders McVeigh Capital Management, LLC History No change 1,395 297 0.01% 0.01% 1960 0 0.0% Q2 2026 Sep 15, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 1,425 296 0.16% 0.16% 1961 0 0.0% Q3 2026 Oct 06, 2026
Sippican Capital Advisors History No change 1,391 295 0.18% 0.18% 1962 0 0.0% Q2 2026 Jul 22, 2026
Sound View Wealth Advisors Group, LLC History No change 1,389 295 0.02% 0.02% 1963 0 0.0% Q2 2026 Aug 11, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 1,384 294 0.21% 0.21% 1964 0 0.0% Q2 2026 Jul 29, 2026
Krane Financial Solutions LLC History No change 1,383 294 0.18% 0.18% 1965 0 0.0% Q2 2026 Aug 12, 2026
Pekin Hardy Strauss, Inc. History No change 1,381 293 0.03% 0.03% 1966 0 0.0% Q2 2026 Jul 30, 2026
Wisconsin Wealth Advisors, LLC History Added to 1,404 292 0.25% 0.25% 1968 +45 3.31% Q3 2026 Oct 08, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 1,376 292 0.12% 0.12% 1967 0 0.0% Q2 2026 Jul 28, 2026
LightSquare Wealth Management, LLC History No change 1,376 292 0.2% 0.2% 1969 0 0.0% Q2 2026 Aug 03, 2026
Capital Squared Financial LLC History No change 1,371 291 0.19% 0.19% 1970 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 1,361 289 0.04% 0.04% 1971 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,355 288 0.12% 0.12% 1972 0 0.0% Q2 2026 Aug 07, 2026
Nikulski Financial, Inc. History No change 1,350 287 0.06% 0.06% 1973 0 0.0% Q2 2026 Jul 28, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 1,350 287 0.14% 0.14% 1974 0 0.0% Q2 2026 Jul 07, 2026
Peck Wealth Management, LLC History No change 1,353 287 0.24% 0.24% 1975 0 0.0% Q2 2026 Jul 31, 2026
Hubbell Strickland Wealth Management, LLC History No change 1,341 285 0.1% 0.1% 1976 0 0.0% Q2 2026 Jul 29, 2026
Garde Capital, Inc. History No change 1,335 284 0.01% 0.01% 1977 0 0.0% Q2 2026 Jul 31, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 1,330 282 0.04% 0.04% 1978 0 0.0% Q2 2026 Aug 25, 2026
TFC Financial Management, Inc. History No change 1,324 281 0.03% 0.03% 1979 0 0.0% Q2 2026 Jul 23, 2026
Kesler, Norman & Wride, LLC History No change 1,323 281 0.04% 0.04% 1980 0 0.0% Q2 2026 Jul 23, 2026
Fogel Capital Management, Inc. History No change 1,319 280 0.11% 0.11% 1981 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Reduced 1,342 279 0.02% 0.02% 1983 -2 -0.15% Q3 2026 Oct 08, 2026
Cascade Investment Advisors, Inc. History No change 1,314 279 0.15% 0.15% 1982 0 0.0% Q2 2026 Jul 15, 2026
Archvest Wealth Advisors, Inc. History No change 1,312 279 0.16% 0.16% 1984 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 1,310 278 0.0% 0.0% 1985 0 0.0% Q2 2026 Aug 13, 2026
Stack Financial Management, Inc History No change 1,309 278 0.02% 0.02% 1986 0 0.0% Q2 2026 Aug 03, 2026
Sargent Investment Group, LLC History No change 1,309 278 0.03% 0.03% 1987 0 0.0% Q2 2026 Aug 11, 2026
Bricktown Capital, LLC History No change 1,308 278 0.05% 0.05% 1988 0 0.0% Q2 2026 Jul 15, 2026
Equity Wealth Partners, LLC History No change 1,311 278 0.1% 0.1% 1989 0 0.0% Q2 2026 Jul 27, 2026
SYM FINANCIAL Corp History No change 1,298 276 0.02% 0.02% 1990 0 0.0% Q2 2026 Aug 04, 2026
BlueSky Wealth Advisors, LLC History No change 1,300 276 0.03% 0.03% 1991 0 0.0% Q2 2026 Jul 28, 2026
Sylvest Advisors, LLC History No change 1,298 276 0.12% 0.12% 1992 0 0.0% Q2 2026 Jul 22, 2026
Tortoise Investment Management, LLC History No change 1,294 275 0.02% 0.02% 1993 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 1,293 275 0.04% 0.04% 1994 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 1,289 274 0.02% 0.02% 1995 0 0.0% Q2 2026 Jul 16, 2026
Andina Capital Management, LLC History No change 1,292 274 0.44% 0.44% 1996 0 0.0% Q2 2026 Aug 05, 2026
Borer Denton & Associates, Inc. History No change 1,290 274 0.09% 0.09% 1997 0 0.0% Q2 2026 Jul 27, 2026
Three Arch Wealth Management LLC History No change 1,290 274 0.04% 0.04% 1998 0 0.0% Q2 2026 Aug 06, 2026
Kastel Capital Advisors, LLC History No change 1,431 274 0.17% 0.17% 1999 0 0.0% Q2 2026 Jul 09, 2026
Ascent Group, LLC History No change 1,281 272 0.01% 0.01% 2000 0 0.0% Q2 2026 Aug 03, 2026