SCHWAB STRATEGIC TRUST - SCHA

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
Empower Advisory Group, LLC History No change 37,697,754 1,362,019 3.25% 3.25% 1 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 13,908,960 502,529 0.44% 0.44% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 13,753,548 496,915 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 6,100,987 220,428 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 5,873,670 212,215 0.12% 0.12% 5 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 5,171,149 186,833 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 4,190,988 151,420 0.27% 0.27% 7 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 3,796,240 137,159 3.36% 3.36% 8 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 4,000,364 136,167 0.16% 0.16% 9 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 3,288,410 118,810 0.12% 0.12% 10 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,788,801 97,357 0.16% 0.16% 11 0 0.0% Q2 2026 Jul 15, 2026
LPL Financial LLC History No change 2,640,354 95,395 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 2,917,095 95,031 0.28% 0.28% 13 0 0.0% Q2 2026 Aug 10, 2026
Steele Capital Management, Inc. History No change 2,273,743 82,205 3.02% 3.02% 14 0 0.0% Q2 2026 Jul 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,090,236 75,520 0.56% 0.56% 15 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,113,728 75,173 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,030,619 73,366 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 19, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 2,027,244 73,244 0.55% 0.55% 18 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 1,900,593 68,663 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 1,753,579 63,357 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 14, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 1,734,453 62,665 19.38% 19.38% 21 0 0.0% Q2 2026 Jul 21, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,694,799 61,233 0.43% 0.43% 22 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,675,695 60,540 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 23, 2026
Focus Partners Wealth History No change 1,667,957 60,262 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History No change 1,656,885 59,863 1.77% 1.77% 25 0 0.0% Q2 2026 Jul 06, 2026
HighTower Advisors, LLC History No change 1,621,568 58,587 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 05, 2026
MORGAN STANLEY History No change 1,598,877 57,767 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Golden Reserve Retirement LLC History No change 1,526,535 55,153 8.69% 8.69% 28 0 0.0% Q2 2026 Aug 04, 2026
Gemmer Asset Management LLC History No change 1,517,147 54,814 3.68% 3.68% 29 0 0.0% Q2 2026 Jul 15, 2026
93 Financial Group, LLC History No change 1,508,904 54,516 21.52% 21.52% 30 0 0.0% Q2 2026 Jul 29, 2026
RMG Wealth Management LLC History No change 1,502,429 52,735 5.44% 5.44% 31 0 0.0% Q2 2026 Aug 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,442,916 52,132 4.42% 4.42% 32 0 0.0% Q2 2026 Jul 14, 2026
Cetera Investment Advisers History No change 1,329,913 48,049 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,313,111 47,442 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 1,241,583 44,858 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 27, 2026
Mokosak Advisory Group, LLC History No change 1,183,905 42,774 9.26% 9.26% 36 0 0.0% Q2 2026 Aug 03, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 1,176,951 42,523 6.08% 6.08% 37 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,142,727 41,286 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,133,550 40,955 0.3% 0.3% 39 0 0.0% Q2 2026 Jul 23, 2026
BlueSky Wealth Advisors, LLC History No change 1,096,973 39,633 4.59% 4.59% 40 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 1,018,703 36,805 0.12% 0.12% 41 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 997,223 36,029 0.17% 0.17% 42 0 0.0% Q2 2026 Aug 18, 2026
KLINGENSTEIN FIELDS & CO LP History No change 991,435 35,820 1.25% 1.25% 43 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 988,541 35,715 6.39% 6.39% 44 0 0.0% Q2 2026 Aug 04, 2026
TruNorth Capital Management, LLC History No change 947,282 34,225 5.5% 5.5% 45 0 0.0% Q2 2026 Jul 23, 2026
ForthRight Wealth Management, LLC History No change 942,364 34,047 8.71% 8.71% 46 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 935,401 33,796 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 902,125 32,593 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 899,273 32,490 0.92% 0.92% 49 0 0.0% Q2 2026 Jul 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 892,690 32,252 0.15% 0.15% 50 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 874,953 31,612 0.19% 0.19% 51 0 0.0% Q2 2026 Jul 20, 2026
WELLS FARGO & COMPANY/MN History No change 869,757 31,424 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History No change 869,300 31,407 1.75% 1.75% 53 0 0.0% Q2 2026 Jul 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 858,257 31,008 0.41% 0.41% 54 0 0.0% Q2 2026 Jul 15, 2026
FIDELIS iM, LLC History No change 840,682 30,373 10.36% 10.36% 55 0 0.0% Q2 2026 Jul 22, 2026
OLD NATIONAL BANCORP /IN/ History No change 838,856 30,307 0.6% 0.6% 56 0 0.0% Q2 2026 Jul 15, 2026
GOLDMAN SACHS GROUP INC History No change 830,684 30,012 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 860,517 29,481 0.59% 0.59% 58 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 786,628 28,421 0.07% 0.07% 59 0 0.0% Q2 2026 Jul 27, 2026
Joule Financial, LLC History No change 776,769 28,064 7.61% 7.61% 60 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Management, LLC History No change 732,766 26,474 1.39% 1.39% 61 0 0.0% Q2 2026 Jul 09, 2026
Seneca Financial Advisors LLC History No change 712,389 25,738 6.68% 6.68% 62 0 0.0% Q2 2026 Jul 27, 2026
SAGE FINANCIAL GROUP INC History No change 711,360 25,701 1.42% 1.42% 63 0 0.0% Q2 2026 Jul 21, 2026
White & Co Financial Planning Inc History No change 707,188 25,550 15.83% 15.83% 64 0 0.0% Q2 2026 Jul 15, 2026
Ascension Capital Advisors, Inc. History No change 703,738 25,426 7.14% 7.14% 65 0 0.0% Q2 2026 Jul 27, 2026
Waterford Advisors, LLC History No change 702,414 25,378 6.93% 6.93% 66 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 635,327 22,954 0.91% 0.91% 67 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Strategies, Inc. History No change 634,987 22,942 1.61% 1.61% 68 0 0.0% Q2 2026 Jul 24, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 614,388 22,197 4.7% 4.7% 69 0 0.0% Q2 2026 Jul 27, 2026
Strategic Financial Planning, Inc. History No change 605,509 21,872 11.42% 11.42% 70 0 0.0% Q2 2026 Aug 14, 2026
Clearwater Capital Advisors, LLC History No change 602,201 21,757 1.59% 1.59% 71 0 0.0% Q2 2026 Aug 06, 2026
Main Street Financial Solutions, LLC History No change 600,008 21,678 1.39% 1.39% 72 0 0.0% Q2 2026 Aug 07, 2026
ZynergyRetirementPlanningLLC History No change 565,809 20,442 11.08% 11.08% 73 0 0.0% Q2 2026 Jul 17, 2026
TWO SIGMA INVESTMENTS, LP History No change 546,800 19,755 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 538,864 19,469 0.23% 0.23% 75 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 509,519 18,408 0.16% 0.16% 76 0 0.0% Q2 2026 Aug 06, 2026
Matrix Trust Co History Reduced 553,199 18,051 2.63% 2.9% 77 -142 -0.03% Q3 2026 Oct 07, 2026
IMA Advisory Services, Inc. History No change 496,630 17,943 1.12% 1.12% 78 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 502,628 17,928 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 486,058 17,561 0.07% 0.07% 80 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 485,665 17,547 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 05, 2026
RKL Wealth Management LLC History No change 480,896 17,374 1.38% 1.38% 82 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 479,778 17,334 1.74% 1.74% 83 0 0.0% Q2 2026 Jul 13, 2026
Prime Capital Investment Advisors, LLC History No change 479,299 17,317 0.17% 0.17% 84 0 0.0% Q2 2026 Aug 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 473,999 17,125 0.67% 0.67% 85 0 0.0% Q2 2026 Aug 18, 2026
AQR CAPITAL MANAGEMENT LLC History No change 465,595 16,821 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
St. Johns Investment Management Company, LLC History No change 432,684 15,632 5.91% 5.91% 87 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 428,306 15,474 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 07, 2026
APPLETON PARTNERS INC/MA History No change 418,124 15,107 0.93% 0.93% 89 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 416,410 15,044 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 415,333 15,005 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 414,348 14,970 0.22% 0.22% 92 0 0.0% Q2 2026 Jul 14, 2026
Bangor Savings Bank History Reduced 455,687 14,869 1.13% 1.38% 93 -62,131 -12.0% Q3 2026 Oct 06, 2026
Sightline Wealth Advisors, LLC History No change 410,967 14,848 5.43% 5.43% 94 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 410,907 14,846 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 12, 2026
Missouri Trust & Investment Co History No change 442,107 14,837 4.03% 4.03% 96 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 407,942 14,739 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 406,286 14,679 5.83% 5.83% 98 0 0.0% Q2 2026 Jul 14, 2026
Tradition Wealth Management, LLC History No change 405,312 14,643 0.9% 0.9% 99 0 0.0% Q2 2026 Aug 11, 2026
Lutz Financial Services LLC History No change 390,473 14,107 0.86% 0.86% 100 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 387,046 13,983 0.43% 0.43% 101 0 0.0% Q2 2026 Jul 09, 2026
Essex LLC History No change 386,220 13,954 2.12% 2.12% 102 0 0.0% Q2 2026 Jul 24, 2026
Tiller Private Wealth, Inc. History No change 385,569 13,930 4.36% 4.36% 103 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 382,496 13,819 0.08% 0.08% 104 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 375,833 13,578 3.16% 3.16% 105 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 374,988 13,548 1.63% 1.63% 106 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 373,251 13,485 0.02% 0.02% 107 0 0.0% Q2 2026 Jul 29, 2026
Fortis Capital Management LLC History No change 361,238 13,051 1.46% 1.46% 108 0 0.0% Q2 2026 Aug 12, 2026
Courage Miller Partners, LLC History No change 358,542 12,954 3.42% 3.42% 109 0 0.0% Q2 2026 Jul 23, 2026
Texas Yale Capital Corp. History No change 356,874 12,893 0.28% 0.28% 110 0 0.0% Q2 2026 Aug 12, 2026
Plancorp, LLC History No change 374,214 12,843 0.31% 0.31% 111 0 0.0% Q2 2026 Jul 14, 2026
Fort Point Capital Partners LLC History No change 351,492 12,699 0.88% 0.88% 112 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 346,763 12,528 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 28, 2026
AVALON CAPITAL MANAGEMENT History No change 343,708 12,418 2.93% 2.93% 114 0 0.0% Q2 2026 Jul 16, 2026
Amicus Financial Advisors, LLC History No change 339,216 12,255 3.01% 3.01% 115 0 0.0% Q2 2026 Jul 20, 2026
Brand Asset Management Group, Inc. History No change 332,664 12,019 2.66% 2.66% 116 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 326,389 11,792 0.13% 0.13% 117 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History No change 348,154 11,791 0.2% 0.2% 118 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 348,154 11,791 0.2% 0.2% 119 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 324,106 11,709 0.06% 0.06% 120 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 322,849 11,664 0.08% 0.08% 121 0 0.0% Q2 2026 Sep 08, 2026
AMERIPRISE FINANCIAL INC History No change 321,123 11,602 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 319,422 11,540 4.18% 4.18% 123 0 0.0% Q2 2026 Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC History No change 313,280 11,318 0.28% 0.28% 124 0 0.0% Q2 2026 Jul 14, 2026
Compass Financial Group, INC/SD History No change 310,915 11,233 1.29% 1.29% 125 0 0.0% Q2 2026 Aug 04, 2026
Curbstone Financial Management Corp History No change 310,768 11,228 1.91% 1.91% 126 0 0.0% Q2 2026 Jul 14, 2026
Global Wealth Strategies & Associates History Added to 337,202 11,002 2.02% 2.19% 127 +16,699 5.21% Q3 2026 Oct 01, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 303,985 10,982 3.37% 3.37% 128 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO History No change 312,988 10,967 0.11% 0.11% 129 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Management Group History No change 294,689 10,647 2.07% 2.07% 130 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 294,689 10,647 1.48% 1.48% 131 0 0.0% Q2 2026 Aug 03, 2026
STEVENS CAPITAL PARTNERS History No change 294,619 10,644 2.02% 2.02% 132 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 292,233 10,558 0.06% 0.06% 133 0 0.0% Q2 2026 Jul 29, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 289,888 10,473 1.29% 1.29% 134 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 286,376 10,346 0.6% 0.6% 135 0 0.0% Q2 2026 Jul 15, 2026
Bleakley Financial Group, LLC History No change 283,871 10,256 0.13% 0.13% 136 0 0.0% Q2 2026 Aug 05, 2026
Arnold Financial Planning LLC History No change 281,147 10,157 7.57% 7.57% 137 0 0.0% Q2 2026 Jul 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 280,926 10,149 3.89% 3.89% 138 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Advisors, LLC History No change 278,772 10,072 0.55% 0.55% 139 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 276,893 10,004 0.05% 0.05% 140 0 0.0% Q2 2026 Jul 17, 2026
Concurrent Investment Advisors, LLC History No change 275,536 9,955 0.08% 0.08% 141 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 275,290 9,946 0.07% 0.07% 142 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 287,497 9,918 0.19% 0.19% 143 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 257,952 9,319 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 257,540 9,304 0.59% 0.59% 145 0 0.0% Q2 2026 Jul 30, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 255,555 9,233 4.06% 4.06% 146 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 255,494 9,231 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Cannon Capital Management, Inc. History No change 255,513 9,231 7.84% 7.84% 148 0 0.0% Q2 2026 Aug 11, 2026
Marquette Asset Management, LLC History No change 252,768 9,132 1.17% 1.17% 149 0 0.0% Q2 2026 Jul 09, 2026
EP Wealth Advisors, LLC History No change 251,236 9,077 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 251,074 9,071 0.14% 0.14% 151 0 0.0% Q2 2026 Aug 14, 2026
Tortoise Investment Management, LLC History No change 249,627 9,019 0.67% 0.67% 152 0 0.0% Q2 2026 Aug 07, 2026
Athena Investment Management History No change 249,377 9,009 5.34% 5.34% 153 0 0.0% Q2 2026 Aug 06, 2026
Friedenthal Financial History No change 247,084 8,927 4.12% 4.12% 154 0 0.0% Q2 2026 Jul 13, 2026
MATHER GROUP, LLC. History No change 242,285 8,753 0.08% 0.08% 155 0 0.0% Q2 2026 Jul 27, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 239,633 8,657 1.28% 1.28% 156 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 234,510 8,472 0.26% 0.26% 157 0 0.0% Q2 2026 Aug 05, 2026
Black Diamond Financial, LLC History No change 232,632 8,404 0.74% 0.74% 158 0 0.0% Q2 2026 Aug 04, 2026
Meeder Advisory Services, Inc. History No change 231,509 8,364 0.31% 0.31% 159 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 230,329 8,321 1.22% 1.22% 160 0 0.0% Q2 2026 Aug 06, 2026
Asset Management Group, Inc. History No change 229,429 8,289 1.21% 1.21% 161 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 226,499 8,183 0.1% 0.1% 162 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 224,430 8,108 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 221,813 8,014 2.12% 2.12% 164 0 0.0% Q2 2026 Aug 20, 2026
Bernard Wealth Management Corp. History No change 221,529 8,003 2.95% 2.95% 165 0 0.0% Q2 2026 Aug 21, 2026
Allworth Financial LP History No change 220,085 7,951 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 11, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 218,995 7,912 0.74% 0.74% 167 0 0.0% Q2 2026 Jul 14, 2026
Farther Finance Advisors, LLC History No change 218,977 7,910 0.06% 0.06% 168 0 0.0% Q2 2026 Jul 17, 2026
Integrity Advisory Solutions, LLC History No change 215,809 7,797 0.8% 0.8% 169 0 0.0% Q2 2026 Jul 31, 2026
Rockefeller Capital Management L.P. History No change 213,700 7,721 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 212,603 7,681 6.61% 6.61% 171 0 0.0% Q2 2026 Jul 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 211,573 7,644 0.66% 0.66% 172 0 0.0% Q2 2026 Jul 27, 2026
Family Legacy Financial Solutions, LLC History Added to 232,715 7,593 4.4% 5.0% 173 +5,779 2.55% Q3 2026 Oct 07, 2026
NWM ADVISORS, LLC History No change 207,566 7,499 5.91% 5.91% 174 0 0.0% Q2 2026 Aug 28, 2026
NORTHERN TRUST CORP History No change 205,455 7,423 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Womack Financial LLC History No change 205,221 7,414 4.9% 4.9% 176 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 203,858 7,365 0.42% 0.42% 177 0 0.0% Q2 2026 Jul 15, 2026
Wilkins Miller Wealth Management, LLC History No change 203,147 7,339 4.04% 4.04% 178 0 0.0% Q2 2026 Jul 21, 2026
Weaver Capital Management LLC History No change 251,155 7,303 1.61% 1.61% 179 0 0.0% Q2 2026 Jul 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 200,670 7,250 0.23% 0.23% 180 0 0.0% Q2 2026 Aug 04, 2026
Meriwether Wealth & Planning, LLC History No change 199,923 7,223 3.58% 3.58% 181 0 0.0% Q2 2026 Jul 08, 2026
Davis Capital Management History No change 198,008 7,154 4.23% 4.23% 182 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 194,779 7,037 0.13% 0.13% 183 0 0.0% Q2 2026 Jul 20, 2026
GUERRA PAN ADVISORS, LLC History No change 193,363 6,986 3.9% 3.9% 184 0 0.0% Q2 2026 Aug 12, 2026
Powers Advisory Group, LLC History No change 192,801 6,965 2.18% 2.18% 185 0 0.0% Q2 2026 Jul 31, 2026
Orgel Wealth Management, LLC History No change 192,575 6,957 0.13% 0.13% 186 0 0.0% Q2 2026 Jul 13, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 192,486 6,954 1.79% 1.79% 187 0 0.0% Q2 2026 Aug 07, 2026
Garde Capital, Inc. History No change 191,298 6,911 0.31% 0.31% 188 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 190,466 6,881 0.27% 0.27% 189 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 188,992 6,828 0.07% 0.07% 190 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 188,888 6,824 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
Nikulski Financial, Inc. History No change 188,766 6,820 1.47% 1.47% 192 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 188,308 6,803 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 07, 2026
BALLAST ADVISORS LLC History No change 185,570 6,704 1.6% 1.6% 194 0 0.0% Q2 2026 Aug 12, 2026
James J. Burns & Company, LLC History No change 185,234 6,692 0.72% 0.72% 195 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 185,116 6,688 0.06% 0.06% 196 0 0.0% Q2 2026 Aug 07, 2026
MERIDIAN MANAGEMENT CO History No change 184,212 6,655 1.49% 1.49% 197 0 0.0% Q2 2026 Aug 04, 2026
Opus Capital Group, LLC History No change 181,849 6,570 0.64% 0.64% 198 0 0.0% Q2 2026 Jul 31, 2026
Wealthfront Advisers LLC History No change 181,800 6,568 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 07, 2026
Chesapeake Wealth Management History No change 181,371 6,552 1.84% 1.84% 200 0 0.0% Q2 2026 Aug 13, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 181,064 6,541 3.58% 3.58% 201 0 0.0% Q2 2026 Jul 20, 2026
Apollon Wealth Management, LLC History No change 180,023 6,504 0.08% 0.08% 202 0 0.0% Q2 2026 Jul 22, 2026
Compound Planning, Inc. History No change 178,805 6,460 0.17% 0.17% 203 0 0.0% Q2 2026 Aug 04, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 177,290 6,405 0.8% 0.8% 204 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 176,817 6,388 0.03% 0.03% 205 0 0.0% Q2 2026 Aug 13, 2026
FLOYD FINANCIAL GROUP LLC History No change 183,190 6,332 4.13% 4.13% 206 0 0.0% Q2 2026 Jul 22, 2026
FF Advisors,LLC History No change 174,400 6,301 2.36% 2.36% 207 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 173,869 6,281 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 11, 2026
Values Added Financial LLC History No change 171,198 6,185 2.23% 2.23% 209 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 170,877 6,173 0.11% 0.11% 210 0 0.0% Q2 2026 Jul 23, 2026
Asset Allocation Strategies LLC History No change 167,546 6,053 0.93% 0.93% 211 0 0.0% Q2 2026 Aug 17, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 167,203 6,041 2.44% 2.44% 212 0 0.0% Q2 2026 Aug 06, 2026
BCS Wealth Management History No change 166,639 6,020 1.08% 1.08% 213 0 0.0% Q2 2026 Jul 16, 2026
Anchor Investment Management, LLC History No change 164,031 5,926 0.45% 0.45% 214 0 0.0% Q2 2026 Sep 15, 2026
NewEdge Advisors, LLC History No change 163,063 5,891 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 12, 2026
Upper Left Wealth Management, LLC History No change 161,455 5,833 3.23% 3.23% 216 0 0.0% Q2 2026 Jul 14, 2026
K2 Financial Inc. History No change 166,262 5,825 4.11% 4.11% 217 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 160,552 5,800 0.59% 0.59% 218 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 159,276 5,754 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 157,682 5,696 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 04, 2026
Cresset Asset Management, LLC History No change 154,468 5,580 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 154,322 5,575 0.19% 0.19% 222 0 0.0% Q2 2026 Aug 06, 2026
Liberty Capital Management, Inc. History No change 153,367 5,541 0.95% 0.95% 223 0 0.0% Q2 2026 Jul 17, 2026
IFS Advisors, LLC History No change 152,032 5,492 2.63% 2.63% 224 0 0.0% Q2 2026 Aug 10, 2026
J. Derek Lewis & Associates Inc. History No change 150,788 5,448 1.03% 1.03% 225 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 149,481 5,400 0.03% 0.03% 226 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 148,141 5,352 0.06% 0.06% 227 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 147,744 5,337 0.29% 0.29% 228 0 0.0% Q2 2026 Aug 12, 2026
Lighthouse Wealth Management Inc. History No change 147,160 5,316 3.3% 3.3% 229 0 0.0% Q2 2026 Jul 22, 2026
DHJJ Financial Advisors, Ltd. History No change 146,548 5,294 1.53% 1.53% 230 0 0.0% Q2 2026 Jul 24, 2026
Phillip James Consulting Co. History No change 145,553 5,258 3.51% 3.51% 231 0 0.0% Q2 2026 Jul 28, 2026
Councilor Wealth, LLC History No change 145,289 5,249 2.12% 2.12% 232 0 0.0% Q2 2026 Jul 21, 2026
Rinkey Investments History No change 144,667 5,226 1.23% 1.23% 233 0 0.0% Q2 2026 Jul 20, 2026
Wealth Architects, LLC History No change 142,080 5,133 0.41% 0.41% 234 0 0.0% Q2 2026 Jul 23, 2026
WBH ADVISORY INC History No change 141,443 5,110 0.34% 0.34% 235 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History No change 140,723 5,084 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 14, 2026
Gordian Advisors LLC History No change 139,995 5,058 2.97% 2.97% 237 0 0.0% Q2 2026 Aug 04, 2026
Global Strategic Investment Solutions, LLC History No change 137,946 4,983 0.44% 0.44% 238 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 137,491 4,967 0.99% 0.99% 239 0 0.0% Q2 2026 Jul 10, 2026
PATTEN & PATTEN INC/TN History No change 136,860 4,944 0.26% 0.26% 240 0 0.0% Q2 2026 Aug 05, 2026
Tradewinds Capital Management, LLC History No change 136,764 4,941 0.88% 0.88% 241 0 0.0% Q2 2026 Jul 23, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 136,052 4,915 0.64% 0.64% 242 0 0.0% Q2 2026 Aug 11, 2026
OUTFITTERS FINANCIAL LLC History No change 133,661 4,829 3.39% 3.39% 243 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 132,089 4,772 0.92% 0.92% 244 0 0.0% Q2 2026 Jul 15, 2026
United Advisor Group, LLC History No change 131,999 4,769 0.5% 0.5% 245 0 0.0% Q2 2026 Jul 29, 2026
Diligent Investors, LLC History No change 130,578 4,717 1.05% 1.05% 246 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 130,211 4,704 0.07% 0.07% 247 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 129,475 4,677 0.05% 0.05% 248 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Financial Group, LLC History No change 128,796 4,653 1.47% 1.46% 249 0 0.0% Q3 2026 Oct 06, 2026
Integrated Advisors Network LLC History No change 127,938 4,622 0.21% 0.21% 250 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 127,769 4,616 0.25% 0.25% 251 0 0.0% Q2 2026 Jul 27, 2026
Sensible Money, LLC History No change 126,857 4,583 1.22% 1.22% 252 0 0.0% Q2 2026 Jul 30, 2026
Newman Dignan & Sheerar, Inc. History No change 126,578 4,573 0.87% 0.87% 253 0 0.0% Q2 2026 Jul 14, 2026
Gleason Group, Inc. History No change 124,711 4,505 0.39% 0.39% 254 0 0.0% Q2 2026 Jul 13, 2026
CFG Wealth Management Services, Inc. History No change 154,452 4,390 4.12% 4.12% 255 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 148,937 4,365 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 120,701 4,360 0.47% 0.47% 257 0 0.0% Q2 2026 Aug 13, 2026
Broadleaf Partners, LLC History No change 119,969 4,334 0.84% 0.84% 258 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History No change 119,612 4,321 0.55% 0.55% 259 0 0.0% Q2 2026 Jul 22, 2026
VALLEY NATIONAL ADVISERS INC History No change 119,009 4,299 0.48% 0.48% 260 0 0.0% Q2 2026 Jul 29, 2026
Frisco Financial Planning LLC History Reduced 131,028 4,275 3.33% 3.64% 261 -2,823 -2.11% Q3 2026 Oct 05, 2026
Capital Analysts, LLC History No change 117,399 4,242 0.1% 0.1% 262 0 0.0% Q2 2026 Aug 05, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 117,411 4,242 1.77% 1.77% 263 0 0.0% Q2 2026 Jul 20, 2026
Aptus Capital Advisors, LLC History No change 117,347 4,239 0.03% 0.03% 264 0 0.0% Q2 2026 Aug 12, 2026
Midwestern Financial, LLC /IA History No change 116,492 4,208 2.95% 2.95% 265 0 0.0% Q2 2026 Aug 13, 2026
1834 INVESTMENT ADVISORS CO History No change 116,210 4,198 0.48% 0.48% 266 0 0.0% Q2 2026 Jul 30, 2026
Private Advisor Group, LLC History No change 114,596 4,140 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 27, 2026
PITTENGER & ANDERSON INC History No change 114,432 4,134 0.15% 0.15% 268 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History No change 114,180 4,125 0.08% 0.08% 269 0 0.0% Q2 2026 Aug 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 113,089 4,085 0.39% 0.39% 270 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 112,096 4,050 0.11% 0.11% 271 0 0.0% Q2 2026 Jul 07, 2026
Valpey Financial Services, LLC History No change 111,356 4,023 2.4% 2.4% 272 0 0.0% Q2 2026 Aug 11, 2026
Foster Victor Wealth Advisors, LLC History No change 116,340 4,021 0.21% 0.21% 273 0 0.0% Q2 2026 Jul 22, 2026
Green Ridge Wealth Planning LLC History No change 110,320 3,985 1.68% 1.68% 274 0 0.0% Q2 2026 Jul 08, 2026
Summit Financial, LLC History No change 110,006 3,974 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 12, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 108,339 3,914 1.45% 1.45% 276 0 0.0% Q2 2026 Aug 13, 2026
Triangle Securities Wealth Management History No change 107,964 3,900 0.77% 0.77% 277 0 0.0% Q2 2026 Jul 14, 2026
Csenge Advisory Group History No change 107,662 3,889 0.16% 0.16% 278 0 0.0% Q2 2026 Aug 10, 2026
Next Capital Management LLC History No change 107,520 3,884 1.05% 1.05% 279 0 0.0% Q2 2026 Aug 03, 2026
HBK Sorce Advisory LLC History No change 111,334 3,862 0.07% 0.07% 280 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth Group, LLC History No change 106,792 3,858 0.23% 0.23% 281 0 0.0% Q2 2026 Jul 27, 2026
John Boyer, Inc. History No change 106,705 3,855 3.34% 3.34% 282 0 0.0% Q2 2026 Aug 07, 2026
Boltwood Capital Management History Reduced 117,680 3,839 0.87% 0.98% 283 -137 -0.12% Q3 2026 Oct 02, 2026
Smith Thornton Advisors LLC History No change 111,834 3,838 1.69% 1.69% 284 0 0.0% Q2 2026 Jul 14, 2026
Vision Capital Management, Inc. History No change 105,562 3,813 0.44% 0.44% 285 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 105,388 3,807 0.17% 0.17% 286 0 0.0% Q2 2026 Aug 03, 2026
Tidal Investments LLC History No change 105,005 3,793 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History No change 111,652 3,781 1.38% 1.38% 288 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 103,998 3,757 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 11, 2026
Phil A. Younker & Associates, Ltd. History No change 103,747 3,748 2.53% 2.53% 290 0 0.0% Q2 2026 Aug 07, 2026
Alpha Omega Wealth Management LLC History No change 103,191 3,728 0.57% 0.57% 291 0 0.0% Q2 2026 Jul 20, 2026
Element Wealth, LLC History No change 102,907 3,718 1.39% 1.39% 292 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 101,437 3,664 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 11, 2026
Guardian Financial Partners, LLC History No change 100,588 3,634 1.41% 1.41% 294 0 0.0% Q2 2026 Jul 15, 2026
Avior Wealth Management, LLC History No change 100,460 3,629 0.1% 0.1% 295 0 0.0% Q2 2026 Jul 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 99,563 3,597 0.13% 0.13% 296 0 0.0% Q2 2026 Jul 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 99,361 3,590 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 99,267 3,586 2.06% 2.06% 298 0 0.0% Q2 2026 Aug 12, 2026
Arcataur Capital Management LLC History No change 99,087 3,580 0.89% 0.89% 299 0 0.0% Q2 2026 Jul 23, 2026
D.A. DAVIDSON & CO. History No change 97,903 3,537 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 24, 2026
McBroom & Associates, LLC History No change 97,078 3,507 1.76% 1.76% 301 0 0.0% Q2 2026 Jul 29, 2026
Allen Capital Group, LLC History No change 96,705 3,493 0.28% 0.28% 302 0 0.0% Q2 2026 Jul 27, 2026
Elser Financial Planning, Inc History No change 96,489 3,486 0.15% 0.15% 303 0 0.0% Q2 2026 Jul 14, 2026
Downshift Financial, LLC History No change 96,403 3,483 1.56% 1.56% 304 0 0.0% Q2 2026 Aug 12, 2026
Game Plan Financial Advisors, LLC History No change 95,931 3,466 1.29% 1.29% 305 0 0.0% Q2 2026 Aug 07, 2026
Sunburst Financial Group, LLC History No change 95,855 3,463 0.56% 0.56% 306 0 0.0% Q2 2026 Jul 08, 2026
MADDEN SECURITIES Corp History No change 95,711 3,458 0.96% 0.96% 307 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 95,583 3,453 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 03, 2026
C M BIDWELL & ASSOCIATES LTD History No change 95,573 3,453 1.41% 1.41% 309 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 95,377 3,445 0.25% 0.25% 310 0 0.0% Q2 2026 Aug 03, 2026
Harbor Group, Inc. History No change 93,029 3,361 0.39% 0.39% 311 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 91,905 3,320 0.03% 0.03% 312 0 0.0% Q2 2026 Aug 06, 2026
St. Louis Trust Co History No change 473,953 3,311 0.38% 0.38% 313 0 0.0% Q2 2026 Jul 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 90,195 3,258 1.56% 1.56% 314 0 0.0% Q2 2026 Aug 13, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 90,054 3,253 2.55% 2.55% 315 0 0.0% Q2 2026 Aug 11, 2026
Centerpoint Advisors, LLC History No change 90,000 3,252 0.92% 0.92% 316 0 0.0% Q2 2026 Aug 05, 2026
Firestone Capital Management History No change 89,893 3,247 0.6% 0.6% 317 0 0.0% Q2 2026 Jul 31, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 89,604 3,237 0.06% 0.06% 318 0 0.0% Q2 2026 Jul 14, 2026
Sequent Planning LLC History No change 89,561 3,235 0.69% 0.69% 319 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 89,337 3,227 0.38% 0.38% 320 0 0.0% Q2 2026 Sep 02, 2026
SeaCrest Wealth Management, LLC History No change 88,818 3,209 0.36% 0.36% 321 0 0.0% Q2 2026 Jul 09, 2026
L.K. Benson & Company, P.C. History No change 88,842 3,209 0.97% 0.97% 322 0 0.0% Q2 2026 Jul 24, 2026
Mid-American Wealth Advisory Group, Inc. History No change 88,434 3,195 1.16% 1.16% 323 0 0.0% Q2 2026 Jul 16, 2026
Equitable Holdings, Inc. History No change 88,183 3,186 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 17, 2026
Revolve Wealth Partners, LLC History No change 87,893 3,175 0.33% 0.33% 325 0 0.0% Q2 2026 Jul 09, 2026
First Growth Capital LLC History No change 87,861 3,174 2.41% 2.41% 326 0 0.0% Q2 2026 Jul 16, 2026
MeadowBrook Investment Advisors LLC History No change 87,801 3,172 2.51% 2.51% 327 0 0.0% Q2 2026 Jul 20, 2026
Juno Financial Group LLC History No change 87,019 3,144 1.11% 1.11% 328 0 0.0% Q2 2026 Aug 04, 2026
Winthrop Capital Management, LLC History No change 86,396 3,121 0.75% 0.75% 329 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 86,275 3,117 1.93% 1.93% 330 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 86,068 3,109 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 85,752 3,098 0.13% 0.13% 332 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 85,619 3,093 0.47% 0.47% 333 0 0.0% Q2 2026 Jul 09, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 85,510 3,089 0.06% 0.06% 334 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History Added to 94,259 3,075 0.33% 0.37% 335 +2,058 2.23% Q3 2026 Oct 07, 2026
Global Retirement Partners, LLC History No change 84,976 3,070 0.05% 0.05% 336 0 0.0% Q2 2026 Aug 06, 2026
Caprock Group, LLC History No change 84,579 3,055 0.06% 0.06% 337 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 83,987 3,034 0.2% 0.2% 338 0 0.0% Q2 2026 Jul 29, 2026
Joseph P. Lucia & Associates, LLC History No change 83,638 3,021 0.91% 0.91% 339 0 0.0% Q2 2026 Aug 07, 2026
IF Advisors, LLC History No change 83,149 3,004 1.97% 1.97% 340 0 0.0% Q2 2026 Aug 13, 2026
Independent Solutions Wealth Management, LLC History No change 82,648 2,986 0.39% 0.39% 341 0 0.0% Q2 2026 Jul 29, 2026
Embree Financial Group History No change 82,012 2,963 0.3% 0.3% 342 0 0.0% Q2 2026 Jul 15, 2026
Investors Research Corp History Reduced 90,611 2,956 0.52% 0.59% 343 -104 -0.11% Q3 2026 Oct 07, 2026
Columbus Macro, LLC History No change 81,762 2,954 0.29% 0.29% 344 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 80,944 2,924 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 07, 2026
Savvy Advisors, Inc. History No change 80,834 2,920 0.06% 0.06% 346 0 0.0% Q2 2026 Aug 03, 2026
Aspen Investment Management Inc History No change 80,443 2,906 0.78% 0.78% 347 0 0.0% Q2 2026 Jul 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 80,270 2,900 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 80,237 2,898 0.08% 0.08% 349 0 0.0% Q2 2026 Aug 14, 2026
Consilium Wealth Advisory, LLC History No change 80,153 2,895 0.86% 0.86% 350 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 79,899 2,886 0.15% 0.15% 351 0 0.0% Q2 2026 Jul 16, 2026
Sage Financial Management Group, Inc. History No change 79,042 2,855 0.78% 0.78% 352 0 0.0% Q2 2026 Jul 24, 2026
Code Waechter LLC History No change 77,822 2,811 1.45% 1.45% 353 0 0.0% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History No change 77,093 2,785 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 77,042 2,783 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 06, 2026
CDKV HOLDINGS LLC History No change 77,033 2,783 2.17% 2.17% 356 0 0.0% Q2 2026 Jul 30, 2026
HRT FINANCIAL LP History No change 76,927 2,779 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 14, 2026
Dorato Capital Management History No change 79,322 2,769 1.88% 1.88% 358 0 0.0% Q2 2026 Jul 13, 2026
Advisor OS, LLC History No change 76,396 2,760 0.18% 0.18% 359 0 0.0% Q2 2026 Aug 05, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 75,957 2,744 0.96% 0.96% 360 0 0.0% Q2 2026 Jul 22, 2026
Robertson Stephens Wealth Management, LLC History No change 75,514 2,728 0.07% 0.07% 361 0 0.0% Q2 2026 Jul 29, 2026
American Investment Services, Inc. History No change 75,428 2,725 0.58% 0.58% 362 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 75,428 2,725 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 75,180 2,716 2.0% 2.0% 364 0 0.0% Q2 2026 Aug 07, 2026
Balboa Wealth Partners History No change 74,349 2,686 0.37% 0.37% 365 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History No change 73,956 2,672 0.07% 0.07% 366 0 0.0% Q2 2026 Jul 24, 2026
ProVise Management Group, LLC History No change 73,937 2,671 0.18% 0.18% 367 0 0.0% Q2 2026 Aug 03, 2026
Ashton Thomas Private Wealth, LLC History No change 73,187 2,644 0.06% 0.06% 368 0 0.0% Q2 2026 Jul 29, 2026
Jacobs Equity LLC History No change 72,854 2,632 1.82% 1.82% 369 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 75,901 2,629 1.12% 1.12% 370 0 0.0% Q2 2026 Aug 24, 2026
Ironwood Wealth Management, LLC. History No change 72,702 2,626 0.58% 0.58% 371 0 0.0% Q2 2026 Jul 30, 2026
Wealthcare Advisory Partners LLC History No change 72,545 2,621 0.05% 0.05% 372 0 0.0% Q2 2026 Jul 09, 2026
Elm Partners Management LLC History No change 71,857 2,596 0.08% 0.08% 373 0 0.0% Q2 2026 Oct 07, 2026
JFS WEALTH ADVISORS, LLC History No change 71,682 2,589 0.13% 0.13% 374 0 0.0% Q2 2026 Jul 10, 2026
Strategic Financial Concepts, LLC History No change 71,066 2,567 0.76% 0.76% 375 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 70,653 2,552 0.02% 0.02% 376 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Hoffman & Company, LLC. History No change 70,004 2,529 0.05% 0.05% 377 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 69,656 2,516 0.05% 0.05% 378 0 0.0% Q2 2026 Aug 14, 2026
Whelan Financial History No change 69,459 2,509 0.68% 0.68% 379 0 0.0% Q2 2026 Jul 24, 2026
Compass Advisory Group LLC History No change 69,355 2,505 0.6% 0.6% 380 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 69,311 2,504 0.05% 0.05% 381 0 0.0% Q2 2026 Jul 30, 2026
MONEYWISE, INC. History No change 68,987 2,492 0.93% 0.93% 382 0 0.0% Q2 2026 Jul 21, 2026
Moisand Fitzgerald Tamayo, LLC History No change 68,921 2,490 0.24% 0.24% 383 0 0.0% Q2 2026 Jul 13, 2026
Blossom Wealth Management History No change 68,872 2,488 3.51% 3.51% 384 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial Wealth Advisors, LLC History No change 68,406 2,471 0.32% 0.32% 385 0 0.0% Q2 2026 Jul 15, 2026
Leo H. Evart, Inc. History No change 67,863 2,451 1.94% 1.94% 386 0 0.0% Q2 2026 Aug 17, 2026
Wealth Group Ltd History Reduced 73,919 2,443 0.45% 0.52% 387 -721 -0.97% Q3 2026 Oct 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 67,571 2,441 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 24, 2026
VSM Wealth Advisory, LLC History No change 67,453 2,437 0.65% 0.65% 389 0 0.0% Q2 2026 Jul 22, 2026
Leisure Capital Management History No change 67,233 2,429 0.76% 0.76% 390 0 0.0% Q2 2026 Jul 24, 2026
Oakwell Private Wealth Management, LLC History No change 67,029 2,421 0.4% 0.4% 391 0 0.0% Q2 2026 Aug 03, 2026
SWS Partners History No change 66,673 2,408 0.52% 0.52% 392 0 0.0% Q2 2026 Aug 03, 2026
Per Stirling Capital Management, LLC. History No change 66,056 2,386 0.23% 0.23% 393 0 0.0% Q2 2026 Aug 14, 2026
LTG Capital LLC History No change 65,910 2,381 1.59% 1.59% 394 0 0.0% Q2 2026 Aug 05, 2026
Fortune Financial Group, Inc. History No change 65,479 2,365 1.85% 1.85% 395 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 65,341 2,360 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 28, 2026
Financial Solutions Advisory Group, Inc. History No change 67,292 2,353 0.3% 0.3% 397 0 0.0% Q2 2026 Jul 13, 2026
Madison Park Capital Advisors, LLC History No change 65,085 2,351 1.68% 1.68% 398 0 0.0% Q2 2026 Jul 07, 2026
Warwick Investment Management, Inc. History No change 64,649 2,335 0.26% 0.26% 399 0 0.0% Q2 2026 Jul 31, 2026
Dakota Wealth Management History No change 64,015 2,312 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 07, 2026
Everhart Financial Group, Inc. History No change 63,876 2,307 0.15% 0.15% 401 0 0.0% Q2 2026 Jul 08, 2026
WJ Financial Advisors LLC History No change 63,801 2,305 1.69% 1.69% 402 0 0.0% Q2 2026 Aug 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 63,743 2,303 0.2% 0.2% 403 0 0.0% Q2 2026 Jul 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 63,722 2,302 0.25% 0.25% 404 0 0.0% Q2 2026 Aug 13, 2026
Kelman-Lazarov, Inc. History No change 62,142 2,245 0.29% 0.29% 405 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 62,102 2,244 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 20, 2026
DUNCKER STREETT & CO INC History No change 61,980 2,239 0.38% 0.38% 407 0 0.0% Q2 2026 Jul 28, 2026
Blue Sky Capital Consultants Group, Inc. History No change 61,980 2,239 0.96% 0.96% 408 0 0.0% Q2 2026 Aug 04, 2026
BankPlus Wealth Management LLC History No change 61,046 2,206 0.99% 0.99% 409 0 0.0% Q2 2026 Jul 17, 2026
Wedmont Private Capital History No change 62,711 2,189 0.06% 0.06% 410 0 0.0% Q2 2026 Jul 13, 2026
JMG Financial Group, Ltd. History No change 60,291 2,178 0.05% 0.05% 411 0 0.0% Q2 2026 Jul 31, 2026
North Forty Two & Co. History No change 60,280 2,177 1.85% 1.85% 412 0 0.0% Q2 2026 Jul 24, 2026
MOLLER WEALTH PARTNERS History No change 59,916 2,164 0.39% 0.39% 413 0 0.0% Q2 2026 Jul 15, 2026
Argos Wealth Advisors, LLC History No change 59,723 2,157 0.57% 0.57% 414 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Reduced 65,500 2,137 0.06% 0.07% 415 -82 -0.13% Q3 2026 Oct 07, 2026
Clearview Wealth Management LLC History No change 58,968 2,130 1.37% 1.37% 416 0 0.0% Q2 2026 Jul 13, 2026
Mendel Capital Management LLC History No change 58,861 2,126 0.96% 0.96% 417 0 0.0% Q2 2026 Jul 21, 2026
JM2 Capital Inc. History No change 58,863 2,126 1.46% 1.46% 418 0 0.0% Q2 2026 Jul 21, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 58,797 2,124 0.33% 0.33% 419 0 0.0% Q2 2026 Aug 07, 2026
Capital Squared Financial LLC History No change 58,759 2,122 1.39% 1.39% 420 0 0.0% Q2 2026 Jul 21, 2026
Principia Wealth Advisory, LLC History No change 58,746 2,121 1.06% 1.06% 421 0 0.0% Q2 2026 Aug 26, 2026
Advisory Services Network, LLC History No change 58,526 2,114 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 58,533 2,114 0.23% 0.23% 423 0 0.0% Q2 2026 Jul 15, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 58,338 2,107 0.13% 0.13% 424 0 0.0% Q2 2026 Jul 23, 2026
McAdam, LLC History No change 58,330 2,107 0.08% 0.08% 425 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 57,362 2,072 0.28% 0.28% 426 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 57,154 2,064 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
Bravias Capital Group, LLC History No change 57,126 2,063 1.22% 1.22% 428 0 0.0% Q2 2026 Jul 30, 2026
Barden Capital Management, Inc. History No change 56,987 2,058 1.9% 1.9% 429 0 0.0% Q2 2026 Aug 06, 2026
BIP Wealth, LLC History No change 56,507 2,041 0.06% 0.06% 430 0 0.0% Q2 2026 Aug 03, 2026
Spinnaker Investment Group, LLC History No change 56,295 2,033 0.33% 0.33% 431 0 0.0% Q2 2026 Jul 10, 2026
Summit Place Financial Advisors, LLC History No change 56,260 2,032 0.89% 0.89% 432 0 0.0% Q2 2026 Jul 29, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 55,897 2,019 0.85% 0.85% 433 0 0.0% Q2 2026 Jul 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 55,458 2,003 0.29% 0.29% 434 0 0.0% Q2 2026 Aug 12, 2026
Bouchey Financial Group, Ltd. History No change 55,387 2,001 0.13% 0.13% 435 0 0.0% Q2 2026 Jul 27, 2026
Greenhouse Wealth Management, LLC History No change 54,410 1,965 1.38% 1.38% 436 0 0.0% Q2 2026 Aug 06, 2026
NESTEGG ADVISORS, INC. History No change 54,162 1,956 1.38% 1.38% 437 0 0.0% Q2 2026 Jul 14, 2026
Milestone Investment Advisors LLC History No change 53,784 1,943 0.42% 0.42% 438 0 0.0% Q2 2026 Aug 14, 2026
ARK & TLK INVESTMENTS, LLC History No change 53,799 1,943 0.48% 0.48% 439 0 0.0% Q2 2026 Jul 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 53,537 1,934 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 13, 2026
RCW Management, LLC History No change 53,485 1,932 1.73% 1.73% 441 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Advisors Inc. History No change 52,959 1,913 0.33% 0.33% 442 0 0.0% Q2 2026 Jul 16, 2026
Spartan Wealth Advisory Services LLC History No change 52,705 1,904 0.16% 0.16% 443 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History No change 66,815 1,900 0.04% 0.04% 444 0 0.0% Q2 2026 Jul 08, 2026
Krilogy Financial LLC History No change 52,572 1,899 0.06% 0.06% 445 0 0.0% Q2 2026 Jul 27, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 52,508 1,897 0.04% 0.04% 446 0 0.0% Q2 2026 Jul 17, 2026
CRA Financial Services, LLC History No change 52,259 1,888 0.22% 0.22% 447 0 0.0% Q2 2026 Jul 24, 2026
HC Advisors, LLC History No change 52,014 1,879 1.14% 1.14% 448 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 51,616 1,865 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 51,340 1,854 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 12, 2026
Intellus Advisors LLC History No change 51,303 1,853 0.23% 0.23% 451 0 0.0% Q2 2026 Aug 12, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 50,932 1,840 0.12% 0.12% 452 0 0.0% Q2 2026 Jul 24, 2026
OFS Enterprise LLC History No change 50,700 1,831 0.47% 0.47% 453 0 0.0% Q2 2026 Jul 08, 2026
Seek First Inc. History No change 50,462 1,823 1.15% 1.15% 454 0 0.0% Q2 2026 Jul 28, 2026
LVW Advisors, LLC History No change 50,375 1,820 0.16% 0.16% 455 0 0.0% Q2 2026 Jul 15, 2026
Econ Financial Services Corp History No change 50,244 1,815 0.85% 0.85% 456 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 50,060 1,808 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 49,700 1,795 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
Sprinkle Financial Consultants LLC History No change 49,479 1,787 0.7% 0.7% 459 0 0.0% Q2 2026 Jul 08, 2026
Wiser Advisor Group LLC History No change 49,261 1,779 1.95% 1.95% 460 0 0.0% Q2 2026 Aug 14, 2026
Enclave Advisors LLC History No change 49,144 1,775 0.22% 0.22% 461 0 0.0% Q2 2026 Jul 14, 2026
Heartwood Wealth Advisors LLC History Reduced 54,392 1,774 0.14% 0.15% 462 -404 -0.74% Q3 2026 Oct 05, 2026
Apella Capital, LLC History No change 51,237 1,767 0.02% 0.02% 463 0 0.0% Q2 2026 Jul 08, 2026
XY Planning Network, Inc. History No change 48,907 1,767 0.22% 0.22% 464 0 0.0% Q2 2026 Jul 14, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 48,640 1,757 0.86% 0.86% 465 0 0.0% Q2 2026 Jul 29, 2026
Bensler, LLC History No change 48,568 1,754 0.16% 0.16% 466 0 0.0% Q2 2026 Jul 23, 2026
COOPER/HAIMS ADVISORS, LLC History No change 48,141 1,739 0.75% 0.75% 467 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 48,047 1,736 0.07% 0.07% 468 0 0.0% Q2 2026 Aug 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 52,882 1,725 0.44% 0.54% 469 -4,149 -7.27% Q3 2026 Oct 06, 2026
Elmwood Wealth Management, Inc. History No change 47,687 1,722 0.43% 0.43% 470 0 0.0% Q2 2026 Jul 07, 2026
Kingsview Wealth Management, LLC History No change 47,423 1,713 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 18, 2026
Laraway Financial Advisors Inc History No change 47,114 1,702 1.03% 1.03% 472 0 0.0% Q2 2026 Aug 03, 2026
MilWealth Group LLC History No change 47,123 1,702 0.36% 0.36% 473 0 0.0% Q2 2026 Aug 03, 2026
Facet Wealth, Inc. History No change 47,091 1,701 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 27, 2026
Schneider Downs Wealth Management Advisors, LP History No change 46,750 1,689 0.16% 0.16% 475 0 0.0% Q2 2026 Aug 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 46,676 1,686 0.17% 0.17% 476 0 0.0% Q2 2026 Jul 13, 2026
Aspen Grove Capital, LLC History No change 46,574 1,682 0.24% 0.24% 477 0 0.0% Q2 2026 Aug 14, 2026
Planned Solutions, Inc. History No change 46,478 1,679 0.48% 0.48% 478 0 0.0% Q2 2026 Jul 13, 2026
Milestone Asset Management Group, LLC History No change 46,114 1,666 0.84% 0.84% 479 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 46,021 1,662 0.02% 0.02% 480 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 45,717 1,651 0.44% 0.44% 481 0 0.0% Q2 2026 Jul 23, 2026
BCK Partners, Inc. History No change 45,638 1,648 0.79% 0.79% 482 0 0.0% Q2 2026 Jul 17, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 45,600 1,647 0.78% 0.78% 483 0 0.0% Q2 2026 Jul 27, 2026
Envision Financial LLC History No change 45,562 1,646 0.76% 0.76% 484 0 0.0% Q2 2026 Jul 10, 2026
OneAscent Financial Services LLC History No change 44,908 1,622 0.08% 0.08% 485 0 0.0% Q2 2026 Aug 11, 2026
Tempus Wealth Planning, LLC History No change 44,699 1,614 0.32% 0.32% 486 0 0.0% Q2 2026 Jul 22, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 44,588 1,610 0.06% 0.06% 487 0 0.0% Q2 2026 Aug 05, 2026
Badgley Phelps Wealth Managers, LLC History No change 44,572 1,610 0.03% 0.03% 488 0 0.0% Q2 2026 Jul 31, 2026
Diversified Enterprises, LLC History No change 44,570 1,610 0.08% 0.08% 489 0 0.0% Q2 2026 Jul 31, 2026
AE Wealth Management LLC History No change 44,469 1,606 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 03, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 44,342 1,602 0.09% 0.09% 491 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 44,339 1,601 0.03% 0.03% 492 0 0.0% Q2 2026 Aug 11, 2026
Westmount Partners, LLC History No change 44,124 1,594 0.35% 0.35% 493 0 0.0% Q2 2026 Jul 07, 2026
GHP Investment Advisors, Inc. History No change 43,525 1,572 0.06% 0.06% 494 0 0.0% Q2 2026 Jul 17, 2026
Mission Creek Capital Partners, Inc. History No change 56,538 1,565 0.28% 0.28% 495 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 43,173 1,559 0.06% 0.06% 496 0 0.0% Q2 2026 Jul 24, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 43,133 1,558 0.63% 0.63% 497 0 0.0% Q2 2026 Jul 14, 2026
Coastwise Capital Group, LLC History No change 42,900 1,549 0.9% 0.9% 498 0 0.0% Q2 2026 Jul 16, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 42,859 1,548 0.04% 0.04% 499 0 0.0% Q2 2026 Aug 05, 2026
WEST PACES ADVISORS INC. History No change 42,824 1,547 0.26% 0.26% 500 0 0.0% Q2 2026 Jul 17, 2026
Nicollet Investment Management, Inc. History No change 42,558 1,538 0.47% 0.47% 501 0 0.0% Q2 2026 Aug 05, 2026
Denver PWM, LLC History No change 43,022 1,533 0.5% 0.5% 502 0 0.0% Q2 2026 Aug 17, 2026
Bluespring Wealth Management, LLC History No change 42,333 1,529 0.03% 0.03% 503 0 0.0% Q2 2026 Aug 11, 2026
MONEY CONCEPTS CAPITAL CORP History No change 42,306 1,528 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 04, 2026
Ironwood Financial, llc History No change 44,281 1,519 0.24% 0.24% 505 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 41,835 1,511 0.08% 0.08% 506 0 0.0% Q2 2026 Jul 23, 2026
Essential Partners LLC History No change 41,525 1,500 0.69% 0.69% 507 0 0.0% Q2 2026 Aug 10, 2026
CFC Planning Co LLC History No change 41,485 1,498 0.88% 0.88% 508 0 0.0% Q2 2026 Aug 05, 2026
Carroll Advisory Group, LLC History No change 41,448 1,497 0.49% 0.49% 509 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 41,234 1,489 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 41,113 1,485 0.04% 0.04% 511 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 41,099 1,484 0.16% 0.16% 512 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 40,696 1,470 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 40,235 1,453 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 39,978 1,444 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 05, 2026
Apriem Advisors History No change 39,836 1,439 0.12% 0.12% 516 0 0.0% Q2 2026 Aug 14, 2026
Joseph Group Capital Management History No change 39,824 1,438 0.3% 0.3% 517 0 0.0% Q2 2026 Aug 06, 2026
Gradient Capital Advisors, LLC History No change 39,787 1,437 0.33% 0.33% 518 0 0.0% Q2 2026 Jul 13, 2026
Shearwater Capital LLC History No change 39,703 1,434 0.68% 0.68% 519 0 0.0% Q2 2026 Jul 08, 2026
Omega Financial Group, LLC History No change 39,600 1,430 0.44% 0.44% 520 0 0.0% Q2 2026 Jul 21, 2026
Fonville Wealth Management LLC History No change 39,542 1,428 0.23% 0.23% 521 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 39,245 1,417 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 03, 2026
Grantvest Financial Group LLC History No change 39,112 1,413 0.82% 0.82% 523 0 0.0% Q2 2026 Aug 07, 2026
Passive Capital Management, LLC. History No change 48,972 1,394 0.44% 0.44% 524 0 0.0% Q2 2026 Aug 10, 2026
TPG Advisors LLC History No change 38,475 1,390 0.76% 0.76% 525 0 0.0% Q2 2026 Jul 29, 2026
COZAD ASSET MANAGEMENT INC History No change 37,985 1,372 0.09% 0.09% 526 0 0.0% Q2 2026 Aug 14, 2026
Wilson & Boucher Capital Management, LLC History No change 37,744 1,363 0.8% 0.8% 527 0 0.0% Q2 2026 Aug 18, 2026
Atria Investments, Inc History No change 37,589 1,358 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 28, 2026
Mengis Capital Management, Inc. History No change 37,413 1,351 0.21% 0.21% 529 0 0.0% Q2 2026 Jul 28, 2026
Carolina Wealth Management Inc History No change 37,362 1,349 0.62% 0.62% 530 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 37,258 1,346 0.02% 0.02% 531 0 0.0% Q2 2026 Aug 11, 2026
Paulson Wealth Management Inc. History No change 36,991 1,336 0.28% 0.28% 532 0 0.0% Q2 2026 Aug 04, 2026
Great Waters Wealth Management History Reduced 40,570 1,323 0.12% 0.14% 533 -51 -0.13% Q3 2026 Oct 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 36,463 1,317 0.08% 0.08% 534 0 0.0% Q2 2026 Aug 05, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 36,413 1,315 0.19% 0.19% 535 0 0.0% Q2 2026 Jul 20, 2026
Summit Asset Management, LLC History No change 36,382 1,314 0.17% 0.17% 536 0 0.0% Q2 2026 Aug 06, 2026
S.A. Mason LLC History No change 36,371 1,314 0.4% 0.4% 537 0 0.0% Q2 2026 Jul 31, 2026
Roundview Capital LLC History No change 36,301 1,311 0.07% 0.07% 538 0 0.0% Q2 2026 Jul 30, 2026
MBL Wealth, LLC History No change 36,300 1,311 0.09% 0.09% 539 0 0.0% Q2 2026 Jul 15, 2026
AdvisorNet Financial, Inc History No change 35,666 1,288 0.06% 0.06% 540 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 39,160 1,277 0.36% 0.41% 541 +1,131 2.97% Q3 2026 Oct 07, 2026
Prosperity Consulting Group, LLC History No change 35,271 1,274 0.05% 0.05% 542 0 0.0% Q2 2026 Aug 13, 2026
Ifrah Financial Services, Inc. History No change 35,072 1,267 0.31% 0.31% 543 0 0.0% Q2 2026 Jul 21, 2026
Index Fund Advisors, Inc. History No change 35,044 1,266 0.05% 0.05% 544 0 0.0% Q2 2026 Aug 12, 2026
MYECFO, LLC History No change 34,931 1,262 0.48% 0.48% 545 0 0.0% Q2 2026 Aug 10, 2026
Scarborough Advisors, LLC History No change 36,034 1,255 0.14% 0.14% 546 0 0.0% Q2 2026 Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 34,603 1,250 0.02% 0.02% 547 0 0.0% Q2 2026 Aug 11, 2026
Hurlow Wealth Management Group, Inc. History No change 34,524 1,247 0.26% 0.26% 548 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 34,306 1,239 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 12, 2026
Sculati Wealth Management, LLC History No change 36,242 1,234 0.41% 0.41% 550 0 0.0% Q2 2026 Jul 21, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 34,117 1,232 0.64% 0.64% 551 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 34,085 1,231 0.06% 0.06% 552 0 0.0% Q2 2026 Jul 24, 2026
Eley Financial Management, Inc History No change 34,075 1,231 0.4% 0.4% 553 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 34,029 1,229 0.13% 0.13% 554 0 0.0% Q2 2026 Aug 12, 2026
Roberts Wealth Advisors, LLC History No change 33,868 1,223 0.28% 0.28% 555 0 0.0% Q2 2026 Jul 29, 2026
Armor Investment Advisors, LLC History No change 33,805 1,221 0.39% 0.39% 556 0 0.0% Q2 2026 Aug 04, 2026
DAVENPORT & Co LLC History No change 33,790 1,220 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 13, 2026
FAS Wealth Partners, Inc. History No change 33,707 1,217 0.06% 0.06% 558 0 0.0% Q2 2026 Jul 29, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 33,340 1,204 0.34% 0.34% 559 0 0.0% Q2 2026 Jul 24, 2026
Climber Capital SA History No change 36,040 1,203 0.74% 0.74% 560 0 0.0% Q2 2026 Jul 22, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 36,762 1,199 0.25% 0.27% 561 +799 2.22% Q3 2026 Oct 05, 2026
DEARBORN PARTNERS LLC History No change 40,850 1,187 0.06% 0.06% 562 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 32,862 1,187 0.04% 0.04% 563 0 0.0% Q2 2026 Jul 24, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 32,521 1,174 0.06% 0.06% 564 0 0.0% Q2 2026 Jul 27, 2026
Clear Point Advisors Inc. History No change 32,517 1,174 1.04% 1.04% 565 0 0.0% Q2 2026 Jul 28, 2026
Directional Asset Management History No change 32,371 1,169 0.99% 0.99% 566 0 0.0% Q2 2026 Jul 24, 2026
HUB Investment Partners, LLC History No change 32,246 1,165 0.02% 0.02% 567 0 0.0% Q2 2026 Jul 31, 2026
Root Financial Partners, LLC History No change 31,440 1,135 0.04% 0.04% 568 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 31,200 1,127 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 15, 2026
Parkwoods Wealth Partners, LLC History No change 31,194 1,127 0.18% 0.18% 570 0 0.0% Q2 2026 Jul 27, 2026
Strategic Investment Solutions, Inc. /IL History No change 31,141 1,125 0.26% 0.26% 571 0 0.0% Q2 2026 Jul 08, 2026
Bond & Devick Financial Network, Inc. History No change 31,122 1,124 0.28% 0.28% 572 0 0.0% Q2 2026 Jul 16, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 31,064 1,122 0.09% 0.09% 573 0 0.0% Q2 2026 Jul 16, 2026
Carolina Wealth Advisors, LLC History No change 30,809 1,113 0.44% 0.44% 574 0 0.0% Q2 2026 Jul 09, 2026
CWA Asset Management Group, LLC History No change 30,773 1,111 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 14, 2026
Pegasus Asset Management, Inc. History No change 30,774 1,111 0.32% 0.32% 576 0 0.0% Q2 2026 Aug 05, 2026
Long Island Wealth Management, Inc. History No change 30,683 1,108 0.46% 0.46% 577 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 30,579 1,104 0.02% 0.02% 578 0 0.0% Q2 2026 Aug 14, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 30,330 1,096 0.47% 0.47% 579 0 0.0% Q2 2026 Jul 28, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 30,301 1,094 0.15% 0.15% 580 0 0.0% Q2 2026 Jul 20, 2026
Genesee Capital Advisors, LLC History No change 30,254 1,093 0.34% 0.34% 581 0 0.0% Q2 2026 Aug 06, 2026
Brookwood Investment Group LLC History No change 30,264 1,093 0.12% 0.12% 582 0 0.0% Q2 2026 Jul 23, 2026
Peterson Wealth Advisors, LLC History No change 30,233 1,092 0.13% 0.13% 583 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 30,148 1,089 0.1% 0.1% 584 0 0.0% Q2 2026 Aug 07, 2026
Twele Capital Management, Inc. History No change 30,132 1,088 0.18% 0.18% 585 0 0.0% Q2 2026 Jul 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 30,139 1,088 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 30,132 1,088 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 11, 2026
Avantax Planning Partners, Inc. History No change 29,908 1,080 0.03% 0.03% 588 0 0.0% Q2 2026 Jul 28, 2026
WARNER FINANCIAL, INC History No change 29,866 1,079 0.32% 0.32% 589 0 0.0% Q2 2026 Jul 09, 2026
Red Door Wealth Management, LLC History No change 29,832 1,077 0.1% 0.1% 590 0 0.0% Q2 2026 Jul 13, 2026
Dorsey & Whitney Trust CO LLC History No change 29,684 1,072 0.05% 0.05% 591 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 29,603 1,069 0.05% 0.05% 592 0 0.0% Q2 2026 Jul 28, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 29,352 1,060 1.14% 1.14% 593 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 29,333 1,059 0.1% 0.1% 594 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ADVISERS INC History No change 29,144 1,052 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Family Investment Center, Inc. History No change 28,786 1,040 0.17% 0.17% 596 0 0.0% Q2 2026 Jul 23, 2026
Storen Legacy Partners, LLC History No change 28,668 1,035 0.28% 0.28% 597 0 0.0% Q2 2026 Jul 17, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 28,240 1,020 0.62% 0.62% 598 0 0.0% Q2 2026 Jul 21, 2026
William Mack & Associates, Inc. History No change 28,128 1,016 0.36% 0.36% 599 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL CONSULATE, INC History No change 28,106 1,015 0.11% 0.11% 600 0 0.0% Q2 2026 Jul 23, 2026
CARRET ASSET MANAGEMENT, LLC History No change 27,884 1,007 0.09% 0.09% 601 0 0.0% Q2 2026 Aug 04, 2026
Crescent Sterling, Ltd. History No change 27,893 1,007 0.9% 0.9% 602 0 0.0% Q2 2026 Jul 07, 2026
Zhang Financial LLC History No change 27,814 1,004 0.03% 0.03% 603 0 0.0% Q2 2026 Jul 30, 2026
Hilltop Partners LLC History No change 27,649 998 0.24% 0.24% 604 0 0.0% Q2 2026 Aug 05, 2026
OARSMAN CAPITAL, INC. History No change 27,470 992 0.1% 0.1% 605 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 27,356 988 0.03% 0.03% 606 0 0.0% Q2 2026 Aug 10, 2026
Blueprint Investment Partners LLC History No change 27,294 986 0.08% 0.08% 607 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 27,294 986 0.11% 0.11% 608 0 0.0% Q2 2026 Aug 14, 2026
GuidedMoney, LLC History No change 26,752 966 0.45% 0.45% 609 0 0.0% Q2 2026 Jul 28, 2026
Yoffe Investment Management, LLC History No change 26,537 958 1.1% 1.1% 610 0 0.0% Q2 2026 Jul 09, 2026
WealthPlan Investment Management, LLC History No change 26,348 951 0.05% 0.05% 611 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 26,200 946 0.0% 0.0% 612 0 0.0% Q2 2026 Sep 02, 2026
Moran Wealth Management, LLC History No change 26,169 945 0.03% 0.03% 613 0 0.0% Q2 2026 Aug 05, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 27,423 944 0.3% 0.3% 614 0 0.0% Q2 2026 Jul 23, 2026
Hendershot Investments Inc. History No change 25,950 937 0.12% 0.12% 615 0 0.0% Q2 2026 Aug 12, 2026
Farnam Financial LLC History No change 25,900 935 0.68% 0.68% 616 0 0.0% Q2 2026 Jul 22, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 25,773 931 0.16% 0.16% 617 0 0.0% Q2 2026 Jul 08, 2026
Luminvest Wealth Management LLC History No change 25,780 931 0.22% 0.22% 618 0 0.0% Q2 2026 Jul 29, 2026
Rede Wealth, LLC History No change 25,764 930 0.31% 0.31% 619 0 0.0% Q2 2026 Aug 03, 2026
RFG Advisory, LLC History No change 25,704 928 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 15, 2026
Aspire Capital Advisors LLC History No change 25,071 905 0.18% 0.18% 621 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History No change 25,012 903 0.22% 0.22% 622 0 0.0% Q2 2026 Jul 08, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 24,916 900 0.2% 0.2% 623 0 0.0% Q2 2026 Jul 07, 2026
LifePlan Financial, LLC History No change 24,764 894 0.63% 0.63% 624 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 24,700 892 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 23, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 24,629 889 0.17% 0.17% 626 0 0.0% Q2 2026 Jul 13, 2026
Eaton Financial Holdings Company, LLC History No change 24,595 888 0.24% 0.24% 627 0 0.0% Q2 2026 Aug 04, 2026
Acropolis Investment Management, LLC History No change 24,546 886 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 16, 2026
RED REEF ADVISORS LLC History No change 24,471 884 0.82% 0.82% 629 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 24,396 881 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 04, 2026
WP Advisors, LLC History No change 24,402 881 0.21% 0.21% 631 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 24,399 881 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 24,127 871 0.07% 0.07% 633 0 0.0% Q2 2026 Jul 17, 2026
Asset One Wealth Management LLC History No change 25,252 871 0.09% 0.09% 634 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON TRUST CO History No change 24,088 870 0.34% 0.34% 635 0 0.0% Q2 2026 Jul 29, 2026
Heritage Trust Co History No change 23,979 866 0.08% 0.08% 636 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 23,833 861 0.02% 0.02% 637 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 23,855 861 0.03% 0.03% 638 0 0.0% Q2 2026 Jul 31, 2026
Indivisible Partners History No change 23,668 855 0.05% 0.05% 639 0 0.0% Q2 2026 Aug 04, 2026
HOLDERNESS INVESTMENTS CO History No change 23,445 847 0.14% 0.14% 640 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 23,250 840 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
Buska Wealth Management, LLC History No change 23,153 836 0.3% 0.3% 642 0 0.0% Q2 2026 Jul 10, 2026
HOWE & RUSLING INC History No change 22,988 830 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 10, 2026
Gallagher Fiduciary Advisors, LLC History No change 22,876 826 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 14, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 22,788 823 1.28% 1.28% 645 0 0.0% Q2 2026 Aug 11, 2026
Legacy Bridge, LLC History No change 22,660 818 0.25% 0.25% 646 0 0.0% Q2 2026 Aug 13, 2026
LOWERY THOMAS, LLC History No change 22,594 816 0.4% 0.4% 647 0 0.0% Q2 2026 Jul 29, 2026
Souders Financial Advisors History No change 22,555 814 0.08% 0.08% 648 0 0.0% Q2 2026 Aug 05, 2026
Carnegie Investment Counsel History No change 22,411 809 0.02% 0.02% 649 0 0.0% Q2 2026 Jul 30, 2026
Dana Investment Advisors, Inc. History No change 22,295 805 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 13, 2026
Nautilus Advisors LLC History No change 24,518 800 0.48% 0.5% 651 0 0.0% Q3 2026 Oct 06, 2026
Pinnacle Financial Partners, Inc. History No change 22,062 797 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 22,076 797 0.65% 0.65% 653 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 21,802 787 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 12, 2026
Armbruster Capital Management, Inc. History No change 21,805 787 0.12% 0.12% 655 0 0.0% Q2 2026 Jul 16, 2026
Mutual Advisors, LLC History No change 21,755 786 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 14, 2026
Evernest Financial Advisors, LLC History No change 21,668 782 0.16% 0.16% 657 0 0.0% Q2 2026 Aug 05, 2026
Strategic Equity Management History No change 21,556 778 0.26% 0.26% 658 0 0.0% Q2 2026 Aug 10, 2026
Ellevest, Inc. History No change 21,425 776 0.09% 0.09% 659 0 0.0% Q2 2026 Aug 10, 2026
BNC WEALTH MANAGEMENT, LLC History No change 21,473 775 0.19% 0.19% 660 0 0.0% Q2 2026 Jul 21, 2026
Acorn Wealth Advisors, LLC History No change 21,407 773 0.19% 0.19% 661 0 0.0% Q2 2026 Jul 30, 2026
Procyon Advisors, LLC History No change 21,296 769 0.03% 0.03% 662 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Advisors, LLC History No change 21,219 766 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 06, 2026
YHB Investment Advisors, Inc. History No change 21,136 763 0.05% 0.05% 664 0 0.0% Q2 2026 Jul 14, 2026
Flatrock Wealth Partners LLC History No change 20,988 758 0.3% 0.3% 665 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 20,746 749 0.31% 0.31% 666 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 20,638 745 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 20,581 743 0.07% 0.07% 668 0 0.0% Q2 2026 Jul 30, 2026
Madden Advisory Services, Inc. History No change 20,576 743 0.27% 0.27% 669 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 20,472 739 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 22, 2026
Fermata Advisors, LLC History No change 20,419 737 0.15% 0.15% 671 0 0.0% Q2 2026 Jul 07, 2026
Evanson Financial, LLC History No change 20,403 737 0.04% 0.04% 672 0 0.0% Q2 2026 Jul 07, 2026
Sovereign Financial Group, Inc. History No change 20,343 734 0.11% 0.11% 673 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Alliance LLC History No change 20,307 733 0.05% 0.05% 674 0 0.0% Q2 2026 Jul 20, 2026
SAGE RHINO CAPITAL LLC History No change 20,198 729 0.12% 0.12% 675 0 0.0% Q2 2026 Aug 03, 2026
Everstar Asset Management, LLC History No change 20,100 726 0.35% 0.35% 676 0 0.0% Q2 2026 Aug 03, 2026
Brucke Financial, Inc. History No change 20,066 724 0.32% 0.32% 677 0 0.0% Q2 2026 Jul 21, 2026
AIRE ADVISORS, LLC History No change 20,000 722 0.12% 0.12% 678 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 20,000 722 0.11% 0.11% 679 0 0.0% Q2 2026 Aug 10, 2026
Selby Wealth Management, LLC History No change 19,952 720 0.26% 0.26% 680 0 0.0% Q2 2026 Jul 09, 2026
Cassady Wealth & Retirement Planning, LLC History No change 19,947 720 0.33% 0.33% 681 0 0.0% Q2 2026 Jul 24, 2026
Bank of New York Mellon Corp History No change 19,879 718 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 19,872 717 0.03% 0.03% 683 0 0.0% Q2 2026 Jul 09, 2026
Cooksen Wealth, LLC History No change 19,636 709 0.45% 0.45% 684 0 0.0% Q2 2026 Jul 30, 2026
OPTIMA CAPITAL LLC History No change 19,516 705 0.28% 0.28% 685 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 19,463 703 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 19,457 702 0.18% 0.18% 687 0 0.0% Q2 2026 Jul 23, 2026
Retirement Planning Group, LLC History No change 19,441 702 0.02% 0.02% 688 0 0.0% Q2 2026 Aug 05, 2026
Rialto Wealth Management, LLC History No change 19,425 701 0.14% 0.14% 689 0 0.0% Q2 2026 Aug 11, 2026
Beaumont Financial Advisors, LLC History No change 19,248 695 0.04% 0.04% 690 0 0.0% Q2 2026 Aug 04, 2026
Bullock Wealth Management Group History No change 19,523 695 0.3% 0.3% 691 0 0.0% Q2 2026 Aug 19, 2026
Lynx Investment Advisory History No change 19,175 692 0.23% 0.23% 692 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 19,127 691 0.05% 0.05% 693 0 0.0% Q2 2026 Sep 04, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 19,127 691 0.25% 0.25% 694 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Advisors, Inc. History No change 19,003 686 0.14% 0.14% 695 0 0.0% Q2 2026 Jul 17, 2026
Beacon Capital Management, LLC History No change 19,002 686 0.1% 0.1% 696 0 0.0% Q2 2026 Jul 29, 2026
Capital Management Associates, Inc History No change 18,924 683 0.14% 0.14% 697 0 0.0% Q2 2026 Jul 22, 2026
Chesley Taft & Associates LLC History No change 18,874 681 0.03% 0.03% 698 0 0.0% Q2 2026 Jul 08, 2026
CAP Partners, LLC History No change 18,667 674 0.33% 0.33% 699 0 0.0% Q2 2026 Jul 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 18,610 672 0.46% 0.46% 700 0 0.0% Q2 2026 Jul 24, 2026
Texas Capital Bank Wealth Management Services Inc History No change 18,536 669 0.04% 0.04% 701 0 0.0% Q2 2026 Aug 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 18,535 669 0.31% 0.31% 702 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 18,330 662 0.01% 0.01% 703 0 0.0% Q2 2026 Jul 15, 2026
CWC Advisors, LLC. History No change 18,282 660 0.29% 0.29% 704 0 0.0% Q2 2026 Jul 21, 2026
Pacific Sage Partners, LLC History No change 18,255 659 0.09% 0.09% 705 0 0.0% Q2 2026 Aug 06, 2026
Clark Asset Management, LLC History No change 18,221 658 0.05% 0.05% 706 0 0.0% Q2 2026 Jul 07, 2026
J.W. COLE ADVISORS, INC. History No change 18,185 657 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 21, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 18,064 652 0.22% 0.22% 708 0 0.0% Q2 2026 Jul 21, 2026
Fairway Financial, LLC History No change 17,945 648 0.44% 0.44% 709 0 0.0% Q2 2026 Aug 03, 2026
Berkeley, Inc History No change 17,955 648 0.2% 0.2% 710 0 0.0% Q2 2026 Jul 24, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 17,838 644 0.04% 0.04% 711 0 0.0% Q2 2026 Jul 31, 2026
CONDOR CAPITAL MANAGEMENT History No change 17,814 643 0.05% 0.05% 712 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 17,791 642 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 17,726 640 0.04% 0.04% 714 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 17,541 633 0.02% 0.02% 715 0 0.0% Q2 2026 Jul 20, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 19,361 631 0.19% 0.23% 716 -793 -3.93% Q3 2026 Oct 01, 2026
BLB&B Advisors, LLC History No change 17,410 629 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 05, 2026
Trellis Wealth Advisors LLC History No change 17,416 629 0.22% 0.22% 718 0 0.0% Q2 2026 Jul 15, 2026
TritonPoint Partners, LLC History No change 17,427 629 0.05% 0.05% 719 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 17,409 628 0.06% 0.06% 720 0 0.0% Q2 2026 Aug 11, 2026
WBI INVESTMENTS, LLC History No change 17,376 627 0.16% 0.16% 721 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 17,375 627 0.07% 0.07% 722 0 0.0% Q2 2026 Jul 28, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 17,341 626 0.03% 0.03% 723 0 0.0% Q2 2026 Jul 28, 2026
Waterfront Wealth Inc. History No change 17,896 624 0.1% 0.1% 724 0 0.0% Q2 2026 Jul 30, 2026
MJP ASSOCIATES INC /ADV History No change 17,250 623 0.07% 0.07% 725 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 17,240 622 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 17,232 622 0.03% 0.03% 727 0 0.0% Q2 2026 Jul 31, 2026
Piscataqua Savings Bank History No change 17,223 622 0.42% 0.42% 728 0 0.0% Q2 2026 Jul 09, 2026
SFMG, LLC History No change 17,204 621 0.04% 0.04% 729 0 0.0% Q2 2026 Aug 13, 2026
Geometric Wealth Advisors History No change 17,193 621 0.07% 0.07% 730 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 17,202 621 0.16% 0.16% 731 0 0.0% Q2 2026 Jul 23, 2026
Advyzon Investment Management, LLC History No change 17,107 618 0.04% 0.04% 732 0 0.0% Q2 2026 Aug 14, 2026
Leverty Financial Group, LLC History No change 17,098 617 0.12% 0.12% 733 0 0.0% Q2 2026 Jul 10, 2026
3 FACTOR INDEXING, LLC History No change 17,038 615 0.52% 0.52% 734 0 0.0% Q2 2026 Jul 08, 2026
Quadcap Wealth Management, LLC History No change 16,974 613 0.06% 0.06% 735 0 0.0% Q2 2026 Jul 31, 2026
Fortitude Advisory Group L.L.C. History No change 16,921 611 0.23% 0.23% 736 0 0.0% Q2 2026 Jul 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 16,711 603 0.07% 0.07% 737 0 0.0% Q2 2026 Aug 12, 2026
Thrive Wealth Management, LLC History No change 16,688 602 0.08% 0.08% 738 0 0.0% Q2 2026 Jul 07, 2026
CHATHAM CAPITAL GROUP, INC. History No change 16,655 601 0.08% 0.08% 739 0 0.0% Q2 2026 Jul 10, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 16,643 601 0.35% 0.35% 740 0 0.0% Q2 2026 Aug 10, 2026
J. L. Bainbridge & Co., Inc. History No change 16,607 600 0.05% 0.05% 741 0 0.0% Q2 2026 Jul 22, 2026
Abacus Planning Group, Inc. History No change 16,539 597 0.07% 0.07% 742 0 0.0% Q2 2026 Jul 20, 2026
Stewardship Advisors, LLC History No change 16,501 596 0.12% 0.12% 743 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 16,432 593 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 16,410 592 0.01% 0.01% 745 0 0.0% Q2 2026 Aug 06, 2026
Gambit Capital Management, LLC History No change 16,407 592 0.34% 0.34% 746 0 0.0% Q2 2026 Aug 11, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 16,355 590 0.35% 0.35% 747 0 0.0% Q2 2026 Jul 29, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 16,292 588 0.19% 0.19% 748 0 0.0% Q2 2026 Jul 24, 2026
Cynosure Group, LLC History No change 16,252 587 0.09% 0.09% 749 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 16,236 586 0.11% 0.11% 750 0 0.0% Q2 2026 Aug 06, 2026
Fisher Asset Management, LLC History No change 16,199 585 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 04, 2026
RiverFront Investment Group, LLC History No change 16,207 585 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 29, 2026
Michels Family Financial, LLC History No change 16,210 585 0.38% 0.38% 753 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 16,137 583 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History No change 16,098 581 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 11, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 16,070 580 0.03% 0.03% 756 0 0.0% Q2 2026 Aug 10, 2026
SMITH, MOORE & CO. History No change 15,979 577 0.04% 0.04% 757 0 0.0% Q2 2026 Aug 12, 2026
Hardin Capital Partners, LLC History No change 15,968 577 0.27% 0.27% 758 0 0.0% Q2 2026 Jul 07, 2026
Pine Haven Investment Counsel, Inc History No change 15,961 576 0.39% 0.39% 759 0 0.0% Q2 2026 Jul 08, 2026
One Day In July LLC History No change 15,899 574 0.04% 0.04% 760 0 0.0% Q2 2026 Aug 03, 2026
Hexagon Capital Partners LLC History No change 15,871 573 0.08% 0.08% 761 0 0.0% Q2 2026 Aug 06, 2026
Cascade Financial Partners, LLC History No change 15,866 573 0.05% 0.05% 762 0 0.0% Q2 2026 Aug 04, 2026
Curtis Advisory Group, LLC History No change 15,833 572 0.11% 0.11% 763 0 0.0% Q2 2026 Jul 29, 2026
Heritage Family Offices, LLP History No change 15,853 572 0.22% 0.22% 764 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 15,853 572 0.22% 0.22% 765 0 0.0% Q2 2026 Jul 06, 2026
DIVERSIFIED MANAGEMENT INC History No change 15,804 571 0.12% 0.12% 766 0 0.0% Q2 2026 Jul 09, 2026
Tranquility Partners, LLC History No change 15,787 570 0.2% 0.2% 767 0 0.0% Q2 2026 Jul 23, 2026
Mirador Capital Partners LP History No change 15,715 567 0.07% 0.07% 768 0 0.0% Q2 2026 Jul 07, 2026
BENJAMIN EDWARDS INC History No change 15,607 563 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 24, 2026
Principle Wealth Partners LLC History No change 15,477 559 0.03% 0.03% 770 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 15,391 556 0.01% 0.01% 771 0 0.0% Q2 2026 Aug 07, 2026
Western Wealth Management, LLC History No change 15,348 554 0.02% 0.02% 772 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 15,260 551 0.03% 0.03% 773 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 15,240 550 0.02% 0.02% 774 0 0.0% Q2 2026 Jul 27, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 15,200 549 0.11% 0.11% 775 0 0.0% Q2 2026 Jul 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 15,179 548 0.06% 0.06% 776 0 0.0% Q2 2026 Jul 27, 2026
Fortis Capital Advisors, LLC History No change 15,132 546 0.06% 0.06% 777 0 0.0% Q2 2026 Jul 31, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 15,056 543 0.03% 0.03% 778 0 0.0% Q2 2026 Aug 07, 2026
Bedel Financial Consulting, Inc. History No change 15,052 543 0.05% 0.05% 779 0 0.0% Q2 2026 Jul 29, 2026
Stockman Wealth Management, Inc. History No change 15,024 542 0.06% 0.06% 780 0 0.0% Q2 2026 Aug 11, 2026
Kaizen Financial Strategies History No change 15,180 540 0.18% 0.18% 781 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 14,931 539 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 13, 2026
Integrity Investment Advisors, LLC History No change 14,894 538 0.23% 0.23% 783 0 0.0% Q2 2026 Jul 21, 2026
Redhawk Wealth Advisors, Inc. History No change 14,863 537 0.05% 0.05% 784 0 0.0% Q2 2026 Jul 09, 2026
Bigelow Investment Advisors, LLC History No change 14,874 537 0.19% 0.19% 785 0 0.0% Q2 2026 Jul 30, 2026
Evensky & Katz LLC History No change 14,772 534 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 22, 2026
Walkner Condon Financial Advisors LLC History No change 14,806 534 0.06% 0.06% 787 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 14,800 534 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 14,772 533 0.03% 0.03% 789 0 0.0% Q2 2026 Aug 13, 2026
Financial Concepts Unlimited, Inc. History No change 14,749 532 0.42% 0.42% 790 0 0.0% Q2 2026 Aug 06, 2026
Ruggaard & Associates LLC History No change 14,706 531 0.19% 0.19% 791 0 0.0% Q2 2026 Aug 17, 2026
XXI WEALTH, LLC History No change 14,598 527 0.24% 0.24% 792 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 14,557 525 0.05% 0.05% 793 0 0.0% Q2 2026 Jul 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 14,548 525 0.15% 0.15% 794 0 0.0% Q2 2026 Aug 04, 2026
SAX WEALTH ADVISORS, LLC History No change 18,017 523 0.02% 0.02% 795 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 14,305 516 0.01% 0.01% 796 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 14,238 514 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 04, 2026
Clarity Capital Advisors, LLC History No change 14,245 514 0.22% 0.22% 798 0 0.0% Q2 2026 Jul 13, 2026
Ketron Financial History No change 14,188 512 0.16% 0.16% 799 0 0.0% Q2 2026 Aug 05, 2026
Aurora Private Wealth, Inc. History No change 14,148 511 0.32% 0.32% 800 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN CENTURY COMPANIES INC History No change 14,001 505 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 12, 2026
SEVEN MILE ADVISORY History No change 14,000 505 0.34% 0.34% 802 0 0.0% Q2 2026 Aug 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 13,948 503 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 10, 2026
SIERRA SUMMIT ADVISORS LLC History No change 13,815 499 0.06% 0.06% 804 0 0.0% Q2 2026 Jul 20, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 13,702 495 0.05% 0.05% 805 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 13,606 491 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 11, 2026
Investment Research Partners LLC History No change 13,554 489 0.17% 0.17% 807 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 13,537 489 0.38% 0.38% 808 0 0.0% Q2 2026 Jul 31, 2026
Glaxis Capital Management, LLC History No change 13,440 485 0.97% 0.97% 809 0 0.0% Q2 2026 Aug 10, 2026
Asset Advisory Group, Inc. History No change 13,430 485 0.21% 0.21% 810 0 0.0% Q2 2026 Jul 09, 2026
TOWER BRIDGE ADVISORS History No change 13,400 484 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 12, 2026
TCI Wealth Advisors, Inc. History No change 13,384 483 0.02% 0.02% 812 0 0.0% Q2 2026 Jul 29, 2026
Cordant, Inc. History No change 13,374 483 0.17% 0.17% 813 0 0.0% Q2 2026 Jul 14, 2026
Finer Wealth Management, Inc. History No change 13,370 483 0.22% 0.22% 814 0 0.0% Q2 2026 Aug 03, 2026
SENTINEL PENSION ADVISORS, LLC History No change 14,170 482 0.06% 0.06% 815 0 0.0% Q2 2026 Jul 23, 2026
Capital Planning LLC History No change 13,261 479 0.14% 0.14% 816 0 0.0% Q2 2026 Jul 22, 2026
Meridian Wealth Partners, LLC History No change 13,251 478 0.06% 0.06% 817 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 13,136 474 0.01% 0.01% 818 0 0.0% Q2 2026 Jul 15, 2026
Neuberger Berman Group LLC History No change 13,069 472 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 13, 2026
Opus Financial Solutions LLC History No change 13,035 470 0.38% 0.38% 820 0 0.0% Q2 2026 Jul 24, 2026
Daytona Street Capital LLC History No change 13,463 469 0.34% 0.34% 821 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 12,964 468 0.05% 0.05% 822 0 0.0% Q2 2026 Jul 16, 2026
Cooke Wealth Management, LLC History No change 12,976 468 0.38% 0.38% 823 0 0.0% Q2 2026 Jul 16, 2026
Windsor Advisory Group, LLC History No change 12,950 467 0.34% 0.34% 824 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 12,868 464 0.02% 0.02% 825 0 0.0% Q2 2026 Jul 29, 2026
Stordahl Capital Management, Inc. History No change 12,822 463 0.08% 0.08% 826 0 0.0% Q2 2026 Jul 14, 2026
Sendero Wealth Management, LLC History No change 12,814 462 0.05% 0.05% 827 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 12,808 462 0.09% 0.09% 828 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 12,775 461 0.03% 0.03% 829 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 12,655 457 0.01% 0.01% 830 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 12,515 452 0.02% 0.02% 831 0 0.0% Q2 2026 Jul 29, 2026
Impact Capital Partners LLC History No change 12,505 451 0.12% 0.12% 832 0 0.0% Q2 2026 Jul 14, 2026
Front Row Advisors LLC History No change 12,953 450 0.13% 0.13% 833 0 0.0% Q2 2026 Aug 13, 2026
SUMMITRY LLC History No change 12,422 448 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 13,119 448 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 05, 2026
ETF Store, Inc. History No change 12,415 448 0.37% 0.37% 836 0 0.0% Q2 2026 Jul 29, 2026
Signature Resources Capital Management, LLC History No change 12,400 448 0.18% 0.18% 837 0 0.0% Q2 2026 Jul 13, 2026
Gaddis Premier Wealth Advisors LLC History No change 12,376 447 0.27% 0.27% 838 0 0.0% Q2 2026 Aug 04, 2026
SageView Advisory Group, LLC History No change 12,333 445 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 10, 2026
Drake & Associates, LLC History No change 12,313 444 0.07% 0.07% 840 0 0.0% Q2 2026 Aug 10, 2026
Focused Wealth Management, Inc History No change 12,286 443 0.04% 0.04% 841 0 0.0% Q2 2026 Aug 06, 2026
KCM INVESTMENT ADVISORS LLC History No change 12,202 440 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 13, 2026
Forum Financial Management, LP History No change 12,201 440 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 23, 2026
Pathway Financial Advisors LLC History No change 13,427 438 0.05% 0.05% 844 0 0.0% Q3 2026 Oct 07, 2026
Granite Investment Partners, LLC History No change 12,067 435 0.02% 0.02% 845 0 0.0% Q2 2026 Aug 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 13,328 434 0.01% 0.01% 846 0 0.0% Q3 2026 Oct 05, 2026
PLANNING DIRECTIONS INC History No change 12,011 433 0.2% 0.2% 847 0 0.0% Q2 2026 Aug 10, 2026
BSW Wealth Partners History No change 11,990 433 0.05% 0.05% 848 0 0.0% Q2 2026 Jul 15, 2026
Rockbridge Investment Management, LCC History No change 11,959 432 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 11,925 430 0.05% 0.05% 850 0 0.0% Q2 2026 Aug 12, 2026
FAGAN ASSOCIATES, INC. History No change 11,856 428 0.05% 0.05% 851 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,841 427 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 10, 2026
Round Rock Advisors LLC History No change 11,842 427 0.06% 0.06% 853 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 11,823 427 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Services, LLC History No change 11,838 427 0.26% 0.26% 855 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 11,748 424 0.04% 0.04% 856 0 0.0% Q2 2026 Jul 22, 2026
J2 Capital Management Inc History No change 11,724 423 0.28% 0.28% 857 0 0.0% Q2 2026 Jul 20, 2026
D.B. Root & Company, LLC History No change 11,718 423 0.09% 0.09% 858 0 0.0% Q2 2026 Aug 13, 2026
Vawter Financial, Ltd. History No change 11,708 423 0.16% 0.16% 859 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 11,688 422 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 31, 2026
Pacific Park Financial, Inc. History No change 11,685 422 0.24% 0.24% 861 0 0.0% Q2 2026 Jul 21, 2026
LifeSteps Financial, Inc. History No change 11,662 421 0.2% 0.2% 862 0 0.0% Q2 2026 Jul 17, 2026
Waterloo Capital, L.P. History No change 11,639 420 0.02% 0.02% 863 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 11,610 419 0.01% 0.01% 864 0 0.0% Q2 2026 Aug 14, 2026
Sage Investment Advisers LLC History No change 11,589 418 0.28% 0.28% 865 0 0.0% Q2 2026 Jul 09, 2026
William Howard & Co Financial Advisors Inc History No change 11,547 417 0.32% 0.32% 866 0 0.0% Q2 2026 Jul 09, 2026
Peak Financial Management, Inc. History No change 11,533 416 0.1% 0.1% 867 0 0.0% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History No change 11,535 416 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 09, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 12,712 414 0.27% 0.31% 869 -163 -1.27% Q3 2026 Oct 06, 2026
Galvin, Gaustad & Stein, LLC History No change 11,451 413 0.03% 0.03% 870 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 11,724 412 0.13% 0.13% 871 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 11,282 407 0.03% 0.03% 872 0 0.0% Q2 2026 Jul 23, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 11,232 405 0.22% 0.22% 873 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Union Bankshares Corp History No change 11,193 404 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 11, 2026
Keystone Wealth Services, LLC History No change 11,203 404 0.08% 0.08% 875 0 0.0% Q2 2026 Aug 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 11,188 404 0.0% 0.0% 876 0 0.0% Q2 2026 Sep 23, 2026
Sowell Financial Services LLC History No change 11,094 400 0.01% 0.01% 877 0 0.0% Q2 2026 Jul 17, 2026
RMR Wealth Builders History No change 11,055 399 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 10,983 396 0.01% 0.01% 879 0 0.0% Q2 2026 Aug 12, 2026
CURIO WEALTH, LLC History No change 10,947 395 0.12% 0.12% 880 0 0.0% Q2 2026 Aug 07, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 10,866 392 0.26% 0.26% 881 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 10,811 390 0.01% 0.01% 882 0 0.0% Q2 2026 Aug 13, 2026
Chevy Chase Trust Holdings, LLC History No change 10,788 389 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 14, 2026
Three Magnolias Financial Advisors, LLC History No change 10,726 387 0.22% 0.22% 884 0 0.0% Q2 2026 Jul 31, 2026
Van Hulzen Asset Management, LLC History No change 10,659 385 0.03% 0.03% 885 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 10,659 385 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 06, 2026
RBA Wealth Management, LLC History No change 10,669 385 0.14% 0.14% 887 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 10,608 383 0.05% 0.05% 888 0 0.0% Q2 2026 Jul 20, 2026
Barnett & Company, Inc. History No change 10,589 382 0.28% 0.28% 889 0 0.0% Q2 2026 Aug 12, 2026
Roger Wittlin Investment Advisory, LLC History No change 10,594 382 0.3% 0.3% 890 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 10,573 381 0.01% 0.01% 891 0 0.0% Q2 2026 Jul 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 10,543 380 0.04% 0.04% 892 0 0.0% Q2 2026 Jul 16, 2026
BIRCHBROOK, INC. History No change 10,520 380 0.18% 0.18% 893 0 0.0% Q2 2026 Jul 08, 2026
Bison Wealth, LLC History No change 10,801 378 0.03% 0.03% 894 0 0.0% Q2 2026 Jul 07, 2026
Spire Wealth Management History No change 10,490 378 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 15, 2026
PRING TURNER CAPITAL GROUP INC History No change 10,962 377 0.22% 0.22% 896 0 0.0% Q2 2026 Aug 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 10,328 373 0.01% 0.01% 897 0 0.0% Q2 2026 Aug 14, 2026
Seneca House Advisors History No change 10,268 370 0.13% 0.13% 898 0 0.0% Q2 2026 Jul 31, 2026
FreeGulliver LLC History No change 10,240 369 0.13% 0.13% 899 0 0.0% Q2 2026 Aug 11, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 10,171 367 0.13% 0.13% 900 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 10,092 364 0.03% 0.03% 901 0 0.0% Q2 2026 Aug 06, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,053 363 0.01% 0.01% 902 0 0.0% Q2 2026 Jul 31, 2026
Burton Enright Welch History No change 9,903 357 0.04% 0.04% 903 0 0.0% Q2 2026 Jul 17, 2026
ASSETMARK, INC History No change 9,858 356 0.0% 0.0% 904 0 0.0% Q2 2026 Jul 30, 2026
MBE Wealth Management, LLC History No change 9,848 355 0.12% 0.12% 905 0 0.0% Q2 2026 Jul 24, 2026
Cross Staff Investments Inc History No change 9,775 353 0.2% 0.2% 906 0 0.0% Q2 2026 Jul 22, 2026
Crusonia Wealth Advisors LLC History No change 9,785 353 0.06% 0.06% 907 0 0.0% Q2 2026 Jul 30, 2026
Crescent Grove Advisors, LLC History No change 9,716 351 0.03% 0.03% 908 0 0.0% Q2 2026 Aug 10, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 9,687 350 0.07% 0.07% 909 0 0.0% Q2 2026 Jul 17, 2026
Robbins Farley History No change 9,675 349 0.13% 0.13% 910 0 0.0% Q2 2026 Jul 22, 2026
Parkshore Wealth Management, Inc. History No change 9,683 349 0.1% 0.1% 911 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 9,642 348 0.02% 0.02% 912 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL ADVISORS INC/OK History No change 9,592 346 0.01% 0.01% 913 0 0.0% Q2 2026 Jul 22, 2026
FIRST FOUNDATION ADVISORS History No change 9,595 346 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 14, 2026
Rock Point Advisors, LLC History No change 9,586 346 0.08% 0.08% 915 0 0.0% Q2 2026 Aug 06, 2026
Capital Advantage, Inc. History No change 9,588 346 0.04% 0.04% 916 0 0.0% Q2 2026 Jul 13, 2026
Joel Isaacson & Co., LLC History No change 9,575 345 0.01% 0.01% 917 0 0.0% Q2 2026 Aug 04, 2026
Perissos Private Wealth Management, LLC History No change 9,551 345 0.23% 0.23% 918 0 0.0% Q2 2026 Aug 13, 2026
Everest Financial Group LLC History No change 9,566 345 0.05% 0.05% 919 0 0.0% Q2 2026 Aug 10, 2026
Orographic Financial Advisors, LLC History No change 9,847 345 0.23% 0.23% 920 0 0.0% Q2 2026 Aug 13, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 9,542 344 0.1% 0.1% 921 0 0.0% Q2 2026 Jul 31, 2026
Pitcairn Wealth Advisors LLC History No change 9,534 344 0.04% 0.04% 922 0 0.0% Q2 2026 Aug 10, 2026
Lafayette Investments, Inc. History No change 9,466 342 0.06% 0.06% 923 0 0.0% Q2 2026 Aug 11, 2026
Flagship Capital Management Inc. History No change 9,415 340 0.21% 0.21% 924 0 0.0% Q2 2026 Jul 21, 2026
Laird Norton Wetherby Trust Company, LLC History No change 9,397 339 0.01% 0.01% 925 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History No change 9,992 339 0.1% 0.1% 926 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 9,380 338 0.01% 0.01% 927 0 0.0% Q2 2026 Aug 03, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 9,351 337 0.04% 0.04% 928 0 0.0% Q2 2026 Jul 29, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 9,344 337 0.35% 0.35% 929 0 0.0% Q2 2026 Jul 31, 2026
Alteri Wealth LLC History No change 9,332 337 0.09% 0.09% 930 0 0.0% Q2 2026 Jul 29, 2026
LexAurum Advisors, LLC History No change 9,309 336 0.04% 0.04% 931 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 9,765 332 0.05% 0.05% 932 0 0.0% Q2 2026 Aug 06, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 9,174 331 0.02% 0.02% 933 0 0.0% Q2 2026 Aug 12, 2026
Johnson Financial Group, LLC History No change 9,177 331 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 06, 2026
Palisade Asset Management, LLC History No change 9,140 330 0.03% 0.03% 935 0 0.0% Q2 2026 Jul 20, 2026
Selective Wealth Management, Inc. History No change 9,663 329 0.09% 0.09% 936 0 0.0% Q2 2026 Jul 20, 2026
Flower City Capital History No change 9,113 329 0.14% 0.14% 937 0 0.0% Q2 2026 Jul 07, 2026
Wrenne Financial Planning LLC History No change 9,107 329 0.11% 0.11% 938 0 0.0% Q2 2026 Jul 27, 2026
Emergent Wealth Advisors, LLC History No change 9,165 328 0.17% 0.17% 939 0 0.0% Q2 2026 Jul 13, 2026
Astoria Portfolio Advisors LLC. History No change 9,081 328 0.06% 0.06% 940 0 0.0% Q2 2026 Jul 28, 2026
FCA CORP /TX History No change 9,071 327 0.08% 0.08% 941 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 8,996 325 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 8,997 325 0.16% 0.16% 943 0 0.0% Q2 2026 Jul 15, 2026
Obermeyer Wealth Partners History No change 8,960 323 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 29, 2026
CATHY PARETO & ASSOCIATES, INC History No change 8,921 322 0.19% 0.19% 945 0 0.0% Q2 2026 Jul 15, 2026
VILLERE ST DENIS J & CO LLC History No change 8,886 321 0.04% 0.04% 946 0 0.0% Q2 2026 Aug 07, 2026
American Trust History No change 8,897 321 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 8,878 320 0.08% 0.08% 948 0 0.0% Q2 2026 Jul 13, 2026
AAFMAA Wealth Management & Trust LLC History No change 8,850 319 0.11% 0.11% 949 0 0.0% Q2 2026 Jul 08, 2026
Capital Investment Counsel, LLC History No change 8,850 319 0.04% 0.04% 950 0 0.0% Q2 2026 Jul 15, 2026
High Probability Advisors, LLC History No change 8,840 319 0.03% 0.03% 951 0 0.0% Q2 2026 Jul 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 9,088 318 0.1% 0.1% 952 0 0.0% Q2 2026 Aug 13, 2026
Godshalk Welsh Capital Management, Inc. History No change 8,800 317 0.17% 0.17% 953 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 8,712 314 0.03% 0.03% 954 0 0.0% Q2 2026 Jul 09, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 8,701 314 0.06% 0.06% 955 0 0.0% Q2 2026 Jul 15, 2026
Fusion Capital, LLC History No change 8,640 312 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 05, 2026
25 LLC History No change 8,660 312 0.09% 0.09% 957 0 0.0% Q2 2026 Jul 28, 2026
Cascade Investment Advisors, Inc. History No change 8,618 311 0.17% 0.17% 958 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 8,575 309 0.04% 0.04% 959 0 0.0% Q2 2026 Jul 20, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 8,557 309 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 16, 2026
Revisor Wealth Management LLC History No change 8,534 308 0.07% 0.07% 961 0 0.0% Q2 2026 Jul 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,520 307 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 8,485 306 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 21, 2026
LINCOLN CAPITAL CORP History No change 8,485 306 0.1% 0.1% 964 0 0.0% Q2 2026 Jul 16, 2026
Topsail Wealth Management, LLC History No change 8,429 304 0.04% 0.04% 965 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 8,404 303 0.03% 0.03% 966 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 8,381 302 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 28, 2026
Triton Wealth Management, PLLC History No change 8,787 301 0.09% 0.09% 968 0 0.0% Q2 2026 Aug 05, 2026
South Shore Capital Advisors History No change 8,335 301 0.2% 0.2% 969 0 0.0% Q2 2026 Jul 30, 2026
Owen LaRue, LLC History No change 8,340 301 0.1% 0.1% 970 0 0.0% Q2 2026 Jul 22, 2026
Koss-Olinger Consulting, LLC History No change 8,324 300 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 10, 2026
Veery Capital, LLC History Added to 9,177 299 0.08% 0.09% 972 +19 0.21% Q3 2026 Oct 07, 2026
Robinswood Financial LLC History No change 8,239 297 0.09% 0.09% 973 0 0.0% Q2 2026 Jul 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 8,202 296 0.07% 0.07% 974 0 0.0% Q2 2026 Aug 07, 2026
Fort Vancouver Investment Management, LLC History No change 8,218 296 0.14% 0.14% 975 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,152 294 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 28, 2026
Baldwin Investment Management, LLC History No change 8,160 294 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 28, 2026
Biltmore Family Office, LLC History No change 8,148 294 0.04% 0.04% 978 0 0.0% Q2 2026 Aug 12, 2026
Compass Ion Advisors, LLC History No change 8,114 293 0.03% 0.03% 979 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 8,101 292 0.01% 0.01% 980 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 8,042 290 0.07% 0.07% 981 0 0.0% Q2 2026 Jul 24, 2026
Golden Bell Financial Planning LLC History No change 8,045 290 0.21% 0.21% 982 0 0.0% Q2 2026 Jul 31, 2026
Cottage Street Advisors LLC History No change 7,983 288 0.11% 0.11% 983 0 0.0% Q2 2026 Jul 20, 2026
Legacy Private Trust Co. History No change 8,798 287 0.02% 0.02% 984 0 0.0% Q3 2026 Oct 06, 2026
Astra Wealth Partners LLC History No change 7,963 287 0.15% 0.15% 985 0 0.0% Q2 2026 Aug 11, 2026
Breachway Investments LLC History No change 7,958 287 0.43% 0.43% 986 0 0.0% Q2 2026 Jul 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 7,918 286 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 13, 2026
FAIRFIELD, BUSH & CO. History No change 7,918 286 0.14% 0.14% 988 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 7,922 286 0.01% 0.01% 989 0 0.0% Q2 2026 Jul 31, 2026
Heirloom Wealth Management History No change 7,927 286 0.04% 0.04% 990 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Services, Inc. History No change 7,864 284 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 24, 2026
First Western Trust Bank History No change 7,877 284 0.01% 0.01% 992 0 0.0% Q2 2026 Jul 29, 2026
Grey Ledge Advisors, LLC History No change 7,884 284 0.06% 0.06% 993 0 0.0% Q2 2026 Jul 27, 2026
Holistic Financial Partners History No change 7,863 284 0.17% 0.17% 994 0 0.0% Q2 2026 Jul 23, 2026
Apollon Financial, LLC History No change 7,884 284 0.03% 0.03% 995 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 7,818 282 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 7,815 282 0.01% 0.01% 997 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 7,775 280 0.04% 0.04% 998 0 0.0% Q2 2026 Jul 30, 2026
ADE, LLC History No change 7,715 278 0.12% 0.12% 999 0 0.0% Q2 2026 Aug 04, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 7,667 277 0.17% 0.17% 1000 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 7,677 277 0.02% 0.02% 1001 0 0.0% Q2 2026 Jul 28, 2026
Stembrook Asset Management, LLC History No change 7,674 277 0.24% 0.24% 1002 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 7,641 276 0.02% 0.02% 1003 0 0.0% Q2 2026 Jul 08, 2026
Hidden Cove Wealth Management, LLC History No change 7,646 276 0.15% 0.15% 1004 0 0.0% Q2 2026 Jul 21, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 7,610 275 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 11, 2026
Vermillion Wealth Management, Inc. History No change 7,621 275 0.06% 0.06% 1006 0 0.0% Q2 2026 Jul 15, 2026
Investment Planning Advisors, Inc. History No change 7,637 275 0.06% 0.06% 1007 0 0.0% Q2 2026 Jul 23, 2026
Horizons Wealth Management History New 8,410 274 0.17% — 1009 +8,410 New Q3 2026 Oct 05, 2026
Penobscot Investment Management Company, Inc. History No change 7,591 274 0.02% 0.02% 1008 0 0.0% Q2 2026 Jul 24, 2026
NOTTINGHAM ADVISORS, INC. History No change 8,067 273 0.03% 0.03% 1010 0 0.0% Q2 2026 Jul 27, 2026
WPG Advisers, LLC History No change 7,566 273 0.16% 0.16% 1011 0 0.0% Q2 2026 Aug 05, 2026
Unify Financial Advisors History No change 7,561 273 0.25% 0.25% 1012 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 7,547 272 0.14% 0.14% 1013 0 0.0% Q2 2026 Jul 22, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 9,380 272 0.05% 0.05% 1014 0 0.0% Q2 2026 Aug 03, 2026
Essex Bank History No change 7,544 272 0.06% 0.06% 1015 0 0.0% Q2 2026 Jul 23, 2026
Clark Capital Management Group, Inc. History No change 7,525 271 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 7,508 271 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 8,311 271 0.06% 0.07% 1018 0 0.0% Q3 2026 Oct 06, 2026
Appalachian Capital Management Ltd History No change 7,504 271 0.2% 0.2% 1019 0 0.0% Q2 2026 Jul 21, 2026
Vident Advisory, LLC History No change 7,492 270 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 12, 2026
ZACKS INVESTMENT MANAGEMENT History No change 7,447 269 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 7,404 267 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 05, 2026
Clarity Wealth Advisors, LLC History No change 7,411 267 0.05% 0.05% 1023 0 0.0% Q2 2026 Jul 24, 2026
ONE Advisory Partners, LLC History No change 7,414 267 0.07% 0.07% 1024 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 8,155 266 0.07% 0.08% 1025 +21 0.26% Q3 2026 Oct 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,320 264 0.01% 0.01% 1026 0 0.0% Q2 2026 Aug 06, 2026
BECKER CAPITAL MANAGEMENT INC History No change 7,325 264 0.01% 0.01% 1027 0 0.0% Q2 2026 Jul 31, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 7,330 264 0.09% 0.09% 1028 0 0.0% Q2 2026 Jul 16, 2026
FPC INVESTMENT ADVISORY, INC. History No change 7,761 264 0.12% 0.12% 1029 0 0.0% Q2 2026 Aug 13, 2026
Guardian Wealth Advisors, LLC History No change 7,265 262 0.13% 0.13% 1030 0 0.0% Q2 2026 Aug 05, 2026
Squire Investment Management Company, LLC History No change 7,250 261 0.06% 0.06% 1031 0 0.0% Q2 2026 Jul 28, 2026
VestGen Advisors, LLC History No change 7,231 261 0.01% 0.01% 1032 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 7,804 261 0.06% 0.06% 1033 0 0.0% Q2 2026 Aug 04, 2026
Grant Private Wealth Management Inc History No change 7,200 260 0.11% 0.11% 1034 0 0.0% Q2 2026 Jul 07, 2026
Broadview Financial Management, LLC History No change 7,172 259 0.16% 0.16% 1035 0 0.0% Q2 2026 Aug 12, 2026
Stokes Family Office, LLC History No change 7,176 259 0.03% 0.03% 1036 0 0.0% Q2 2026 Aug 11, 2026
Diversified Portfolios, Inc. History No change 7,132 257 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 04, 2026
Alley Investment Management Company, LLC History No change 7,121 257 0.03% 0.03% 1038 0 0.0% Q2 2026 Jul 23, 2026
Peregrine Asset Advisers, Inc. History No change 7,097 256 0.06% 0.06% 1039 0 0.0% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 7,086 256 0.05% 0.05% 1040 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,081 255 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 7,044 254 0.04% 0.04% 1042 0 0.0% Q2 2026 Aug 06, 2026
Trek Financial, LLC History No change 7,052 254 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 13, 2026
MAYPORT, LLC History No change 7,016 253 0.04% 0.04% 1044 0 0.0% Q2 2026 Aug 07, 2026
Evercore Wealth Management, LLC History No change 6,972 251 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 7,037 251 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 12, 2026
ASSOCIATED BANC-CORP History No change 6,892 249 0.01% 0.01% 1047 0 0.0% Q2 2026 Jul 31, 2026
Confluence Wealth Services, Inc. History No change 6,891 248 0.01% 0.01% 1048 0 0.0% Q2 2026 Jul 22, 2026
First National Bank of Hutchinson History No change 6,843 247 0.14% 0.14% 1049 0 0.0% Q2 2026 Aug 03, 2026
PTM WEALTH MANAGEMENT, LLC History No change 7,263 246 0.11% 0.11% 1050 0 0.0% Q2 2026 Aug 06, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 7,316 245 0.03% 0.03% 1051 0 0.0% Q2 2026 Aug 03, 2026
CABOT WEALTH MANAGEMENT INC History No change 6,699 242 0.02% 0.02% 1052 0 0.0% Q2 2026 Jul 31, 2026
Radnor Capital Management, LLC History No change 6,712 242 0.03% 0.03% 1053 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 6,723 242 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 6,723 242 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,723 242 0.0% 0.0% 1056 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,719 242 0.0% 0.0% 1057 0 0.0% Q2 2026 Sep 23, 2026
ATLas Financial Planning LLC History No change 6,720 242 0.2% 0.2% 1058 0 0.0% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History No change 7,083 240 0.02% 0.02% 1059 0 0.0% Q2 2026 Aug 04, 2026
Midwest Financial Partners Investments, Inc. History No change 6,658 240 0.1% 0.1% 1060 0 0.0% Q2 2026 Jul 15, 2026
Strategic Blueprint, LLC History No change 6,625 239 0.01% 0.01% 1061 0 0.0% Q2 2026 Jul 23, 2026
Modus Advisors, LLC History No change 6,626 239 0.06% 0.06% 1062 0 0.0% Q2 2026 Aug 03, 2026
Park Capital Management, LLC / WI History No change 6,618 239 0.14% 0.14% 1063 0 0.0% Q2 2026 Jul 10, 2026
AMARA FINANCIAL, LLC. History No change 6,605 238 0.14% 0.14% 1064 0 0.0% Q2 2026 Aug 07, 2026
WESTBOURNE INVESTMENTS, INC. History No change 6,560 237 0.1% 0.1% 1065 0 0.0% Q2 2026 Aug 11, 2026
Financial Futures Ltd Liability Co. History No change 6,535 236 0.09% 0.09% 1066 0 0.0% Q2 2026 Jul 27, 2026
Skyline Advisors, Inc. History No change 6,527 235 0.07% 0.07% 1067 0 0.0% Q2 2026 Jul 20, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,501 234 0.05% 0.05% 1068 0 0.0% Q2 2026 Jul 22, 2026
Lionshead Wealth Management, LLC History No change 6,489 234 0.15% 0.15% 1069 0 0.0% Q2 2026 Jul 28, 2026
Advisor Resource Council History No change 6,663 233 0.07% 0.07% 1070 0 0.0% Q2 2026 Jul 28, 2026
Carmel Capital Management L.L.C. History No change 6,456 233 0.05% 0.05% 1071 0 0.0% Q2 2026 Jul 23, 2026
Allie Family Office LLC History No change 6,463 233 0.09% 0.09% 1072 0 0.0% Q2 2026 Oct 02, 2026
Strategic Wealth Partners, Ltd. History No change 6,357 229 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 12, 2026
Financial Advisory Corp History No change 6,339 229 0.03% 0.03% 1074 0 0.0% Q2 2026 Jul 09, 2026
Richardson Capital Management LLC History No change 6,297 227 0.1% 0.1% 1075 0 0.0% Q2 2026 Jul 17, 2026
Canvas Wealth Advisors, LLC History No change 6,287 227 0.03% 0.03% 1076 0 0.0% Q2 2026 Jul 10, 2026
Financial Planning Navigators CORP History No change 6,303 227 0.08% 0.08% 1077 0 0.0% Q2 2026 Jul 28, 2026
WorthPointe, LLC History No change 6,267 226 0.06% 0.06% 1078 0 0.0% Q2 2026 Jul 31, 2026
Mainsail Financial Group, LLC History No change 6,264 226 0.08% 0.08% 1079 0 0.0% Q2 2026 Jul 15, 2026
UPTICK PARTNERS, LLC History No change 6,270 226 0.04% 0.04% 1080 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 6,207 224 0.04% 0.04% 1081 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 6,178 223 0.0% 0.0% 1082 0 0.0% Q2 2026 Jul 21, 2026
Forza Wealth Management, LLC History No change 6,197 223 0.07% 0.07% 1083 0 0.0% Q2 2026 Jul 17, 2026
BXM Wealth LLC History No change 6,183 223 0.12% 0.12% 1084 0 0.0% Q2 2026 Jul 24, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 6,182 223 0.15% 0.15% 1085 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 6,156 222 0.0% 0.0% 1086 0 0.0% Q2 2026 Aug 13, 2026
TME FINANCIAL, INC. History No change 6,167 222 0.14% 0.14% 1087 0 0.0% Q2 2026 Jul 23, 2026
HARTLINE INVESTMENT CORP/ History No change 6,144 221 0.02% 0.02% 1088 0 0.0% Q2 2026 Jul 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,143 221 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 23, 2026
WealthBridge Capital Management, LLC History No change 6,142 221 0.04% 0.04% 1090 0 0.0% Q2 2026 Jul 24, 2026
SCRATCH CAPITAL LLC History No change 6,118 221 0.11% 0.11% 1091 0 0.0% Q2 2026 Jul 30, 2026
Elgethun Capital Management History No change 6,105 220 0.03% 0.03% 1092 0 0.0% Q2 2026 Jul 29, 2026
Laurel Wealth Advisors LLC History No change 6,110 220 0.02% 0.02% 1093 0 0.0% Q2 2026 Jul 17, 2026
Atlas Wealth Partners, LLC History No change 6,093 220 0.24% 0.24% 1094 0 0.0% Q2 2026 Jul 27, 2026
Brio Consultants, LLC History No change 6,078 219 0.03% 0.03% 1095 0 0.0% Q2 2026 Aug 12, 2026
Copper Harbor Investment Advisors, LLC History No change 6,083 219 0.05% 0.05% 1096 0 0.0% Q2 2026 Jul 23, 2026
Aerodigm Wealth, LLC History No change 6,041 218 0.07% 0.07% 1097 0 0.0% Q2 2026 Aug 04, 2026
Grey Fox Wealth Advisors, LLC History No change 6,050 218 0.03% 0.03% 1098 0 0.0% Q2 2026 Jul 17, 2026
Mission Financial Group, LLC History No change 6,024 217 0.18% 0.18% 1099 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 6,083 216 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 14, 2026
Aspiring Ventures, LLC History No change 5,984 216 0.05% 0.05% 1101 0 0.0% Q2 2026 Aug 05, 2026
Nilsine Partners, LLC History No change 5,981 216 0.01% 0.01% 1102 0 0.0% Q2 2026 Jul 24, 2026
Aull & Monroe Investment Management Corp History No change 5,977 215 0.09% 0.09% 1103 0 0.0% Q2 2026 Jul 20, 2026
Livet Wealth, LLC History No change 5,952 215 0.12% 0.12% 1104 0 0.0% Q2 2026 Jul 28, 2026
Independent Advisor Alliance History No change 5,944 214 0.01% 0.01% 1105 0 0.0% Q2 2026 Aug 12, 2026
Taylor & Morgan Wealth Management, LLC History No change 5,939 214 0.11% 0.11% 1106 0 0.0% Q2 2026 Jul 10, 2026
Independent Wealth Network Inc. History No change 5,927 214 0.05% 0.05% 1107 0 0.0% Q2 2026 Jul 20, 2026
Greenspring Advisors, LLC History No change 5,928 214 0.01% 0.01% 1108 0 0.0% Q2 2026 Aug 11, 2026
BOK Financial Private Wealth, Inc. History No change 5,839 210 0.01% 0.01% 1109 0 0.0% Q2 2026 Aug 07, 2026
Soltis Investment Advisors LLC History No change 5,820 210 0.01% 0.01% 1110 0 0.0% Q2 2026 Jul 31, 2026
One Capital Management, LLC History No change 7,218 209 0.01% 0.01% 1111 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 5,804 209 0.05% 0.05% 1112 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 5,780 208 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 03, 2026
PROFFITT & GOODSON INC History No change 5,773 208 0.03% 0.03% 1114 0 0.0% Q2 2026 Jul 22, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 5,757 207 0.01% 0.01% 1115 0 0.0% Q2 2026 Aug 07, 2026
CHAPIN DAVIS, INC. History No change 5,728 206 0.04% 0.04% 1116 0 0.0% Q2 2026 Jul 07, 2026
WealthPLAN Partners, LLC History No change 5,682 205 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Capital Wealth Advisors History No change 5,680 205 0.14% 0.14% 1118 0 0.0% Q2 2026 Jul 23, 2026
Grant Street Asset Management, Inc. History No change 5,680 205 0.03% 0.03% 1119 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 5,692 205 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 27, 2026
Burk Holdings LLC History No change 5,650 204 0.08% 0.08% 1121 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 5,640 203 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History No change 5,634 203 0.02% 0.02% 1123 0 0.0% Q2 2026 Aug 11, 2026
Core Wealth Partners LLC History No change 5,641 203 0.09% 0.09% 1124 0 0.0% Q2 2026 Jul 17, 2026
Advantage Trust Co History No change 5,620 203 0.07% 0.07% 1125 0 0.0% Q2 2026 Jul 17, 2026
CHECK CAPITAL MANAGEMENT INC/CA History No change 5,600 202 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 03, 2026
Advisors Capital Management, LLC History No change 5,612 202 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 11, 2026
Cadence Wealth Management LLC History No change 5,596 202 0.09% 0.09% 1128 0 0.0% Q2 2026 Aug 12, 2026
Capital Group Private Client Services, Inc. History No change 5,609 202 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 12, 2026
SACHEM HILL LLC History No change 5,552 200 0.04% 0.04% 1130 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 5,421 195 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 06, 2026
GW&K Investment Management, LLC History No change 5,235 189 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 5,171 186 0.03% 0.03% 1133 0 0.0% Q2 2026 Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 5,166 186 0.08% 0.08% 1134 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 5,000 180 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 28, 2026
DecisionPoint Financial, LLC History No change 5,037 179 0.03% 0.03% 1136 0 0.0% Q2 2026 Aug 05, 2026
Strive Financial Group ,LLC History No change 4,950 178 0.08% 0.08% 1137 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 4,844 175 0.02% 0.02% 1138 0 0.0% Q2 2026 Jul 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,828 174 0.0% 0.0% 1139 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 4,840 174 0.06% 0.06% 1140 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,780 172 0.01% 0.01% 1141 0 0.0% Q2 2026 Jul 07, 2026
Avion Wealth History No change 4,617 166 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 31, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4,530 163 0.05% 0.05% 1143 0 0.0% Q2 2026 Jul 16, 2026
Hurley Capital, LLC History No change 4,518 163 0.08% 0.08% 1144 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 4,524 163 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 07, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 4,982 162 0.1% 0.12% 1146 0 0.0% Q3 2026 Oct 07, 2026
BAYBAN History No change 4,362 157 0.12% 0.12% 1147 0 0.0% Q2 2026 Jul 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4,288 154 0.0% 0.0% 1148 0 0.0% Q2 2026 Jul 20, 2026
Comprehensive Financial Planning, Inc./PA History No change 4,248 153 0.08% 0.08% 1149 0 0.0% Q2 2026 Aug 10, 2026
Palouse Capital Management, Inc. History No change 4,112 148 0.09% 0.09% 1150 0 0.0% Q2 2026 Jul 08, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,984 143 0.02% 0.02% 1151 0 0.0% Q2 2026 Jul 14, 2026
Caldwell Trust Co History No change 3,827 138 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 03, 2026
Bank of New Hampshire History No change 4,173 136 0.03% 0.03% 1153 0 0.0% Q3 2026 Oct 06, 2026
Smithfield Trust Co History No change 3,646 132 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisory Services, LLC History No change 3,566 128 0.01% 0.01% 1155 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Trust, LLC History No change 3,483 125 0.02% 0.02% 1156 0 0.0% Q2 2026 Aug 06, 2026
NBZ Investment Advisors LLC History No change 3,368 121 0.05% 0.05% 1157 0 0.0% Q2 2026 Aug 13, 2026
Bellecapital International Ltd. History No change 3,297 119 0.02% 0.02% 1158 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,292 118 0.0% 0.0% 1159 0 0.0% Q2 2026 Jul 08, 2026
TFC Financial Management, Inc. History No change 3,257 117 0.01% 0.01% 1160 0 0.0% Q2 2026 Jul 23, 2026
Synergy Investment Management, LLC History No change 3,300 115 0.03% 0.03% 1161 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 3,165 114 0.04% 0.04% 1162 0 0.0% Q2 2026 Jul 31, 2026
Kozak & Associates, Inc. History No change 3,109 110 0.02% 0.02% 1163 0 0.0% Q2 2026 Jul 02, 2026
CENTRAL TRUST Co History No change 3,018 109 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,035 109 0.01% 0.01% 1165 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,022 109 0.03% 0.03% 1166 0 0.0% Q2 2026 Aug 27, 2026
N.E.W. Advisory Services LLC History No change 3,000 108 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 06, 2026
Fairman Group, LLC History No change 2,999 108 0.08% 0.08% 1168 0 0.0% Q2 2026 Aug 04, 2026
SJS Investment Consulting Inc. History No change 2,952 106 0.01% 0.01% 1169 0 0.0% Q2 2026 Jul 22, 2026
Westside Investment Management, Inc. History No change 2,796 101 0.01% 0.01% 1170 0 0.0% Q2 2026 Jul 27, 2026
BFSG, LLC History No change 2,793 100 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 20, 2026
Hamrick Investment Counsel, llc History No change 2,741 99 0.07% 0.07% 1172 0 0.0% Q2 2026 Aug 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 2,730 98 0.02% 0.02% 1173 0 0.0% Q2 2026 Jul 09, 2026
BARRETT & COMPANY, INC. History No change 2,662 96 0.03% 0.03% 1174 0 0.0% Q2 2026 Jul 24, 2026
Pflug Koory, LLC History No change 2,654 95 0.04% 0.04% 1175 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 2,654 95 0.05% 0.05% 1176 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 2,606 94 0.02% 0.02% 1177 0 0.0% Q2 2026 Sep 15, 2026
Operose Advisors LLC History No change 2,555 92 0.02% 0.02% 1178 0 0.0% Q2 2026 Aug 13, 2026
Barnes Dennig Private Wealth Management LLC History No change 2,508 90 0.07% 0.07% 1179 0 0.0% Q2 2026 Jul 15, 2026
SHP Wealth Management History No change 2,464 89 0.01% 0.01% 1180 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 2,680 87 0.01% 0.01% 1181 0 0.0% Q3 2026 Oct 01, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,416 87 0.06% 0.06% 1182 0 0.0% Q2 2026 Aug 05, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 2,398 86 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 2,318 83 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 27, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,324 83 0.03% 0.03% 1185 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 2,318 83 0.06% 0.06% 1186 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 2,284 82 0.03% 0.03% 1187 0 0.0% Q2 2026 Jul 23, 2026
10Elms LLP History No change 2,247 81 0.03% 0.03% 1188 0 0.0% Q2 2026 Aug 14, 2026
Blume Capital Management, Inc. History No change 2,232 80 0.01% 0.01% 1189 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 2,219 80 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 2,208 79 0.0% 0.0% 1191 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 2,195 79 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 15, 2026
Delos Wealth Advisors, LLC History No change 2,204 79 0.04% 0.04% 1193 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History No change 2,192 79 0.06% 0.06% 1194 0 0.0% Q2 2026 Jul 22, 2026
Costello Asset Management, INC History No change 2,186 78 0.02% 0.02% 1195 0 0.0% Q2 2026 Jul 28, 2026
Frankly Finances, LLC History No change 2,168 78 0.06% 0.06% 1196 0 0.0% Q2 2026 Jul 15, 2026
Activest Wealth Management History No change 1,951 70 0.01% 0.01% 1197 0 0.0% Q2 2026 Jul 16, 2026
Truvestments Capital LLC History No change 1,934 69 0.01% 0.01% 1198 0 0.0% Q2 2026 Aug 12, 2026
PINNEY & SCOFIELD, INC. History No change 1,936 69 0.03% 0.03% 1199 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 1,953 69 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 1,839 66 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 10, 2026
Brooklyn FI, LLC History No change 1,834 63 0.01% 0.01% 1202 0 0.0% Q2 2026 Aug 04, 2026
Oakmont Advisory Group, LLC History No change 1,764 63 0.05% 0.05% 1203 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMUNITY TRUST NA History No change 1,885 61 0.02% 0.03% 1204 0 0.0% Q3 2026 Oct 07, 2026
GAMMA Investing LLC History No change 1,709 61 0.0% 0.0% 1205 0 0.0% Q2 2026 Jul 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,675 60 0.0% 0.0% 1206 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 1,613 58 0.01% 0.01% 1207 0 0.0% Q2 2026 Jul 28, 2026
Addison Advisors LLC History No change 1,610 58 0.03% 0.03% 1208 0 0.0% Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History No change 1,608 58 0.03% 0.03% 1209 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 1,603 57 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 1,600 57 0.02% 0.02% 1211 0 0.0% Q2 2026 Jul 16, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,528 55 0.01% 0.01% 1212 0 0.0% Q2 2026 Jul 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,527 55 0.0% 0.0% 1213 0 0.0% Q2 2026 Jul 28, 2026
Atomic Invest LLC History No change 1,566 55 0.0% 0.0% 1214 0 0.0% Q2 2026 Sep 25, 2026
TOMPKINS FINANCIAL CORP History Added to 1,671 54 0.0% 0.0% 1215 +94 5.96% Q3 2026 Oct 05, 2026
Nalls Sherbakoff Group, LLC History No change 1,490 53 0.04% 0.04% 1216 0 0.0% Q2 2026 Aug 17, 2026
Key Capital Management, INC History No change 1,414 51 0.03% 0.03% 1217 0 0.0% Q2 2026 Jul 27, 2026
FIRST HORIZON CORP History No change 1,394 50 0.0% 0.0% 1218 0 0.0% Q2 2026 Jul 20, 2026
ADIRONDACK TRUST CO History No change 1,380 49 0.01% 0.01% 1219 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 1,316 47 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,309 46 0.0% 0.0% 1221 0 0.0% Q2 2026 Jul 22, 2026
Osbon Capital Management LLC History No change 1,259 45 0.04% 0.04% 1222 0 0.0% Q2 2026 Aug 13, 2026
Morling Financial Advisors, LLC History No change 1,201 43 0.01% 0.01% 1223 0 0.0% Q2 2026 Aug 06, 2026
Harborfront Financial Group LLC History No change 1,186 42 0.16% 0.16% 1224 0 0.0% Q2 2026 Aug 07, 2026
HOEY INVESTMENTS, INC History No change 1,157 41 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone National Bank & Trust Co History No change 1,170 41 0.01% 0.01% 1226 0 0.0% Q2 2026 Jul 21, 2026
SIMA Wealth Partners, LLC History No change 1,129 40 0.03% 0.03% 1227 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Point Investment Advisors, LLC History No change 1,064 38 0.01% 0.01% 1228 0 0.0% Q2 2026 Jul 28, 2026
JDM Financial Group LLC History No change 1,069 38 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 17, 2026
Main Street Group, LTD History No change 1,055 38 0.01% 0.01% 1230 0 0.0% Q2 2026 Jul 13, 2026
PDS Planning, Inc History No change 1,034 37 0.0% 0.0% 1231 0 0.0% Q2 2026 Aug 05, 2026
Salomon & Ludwin, LLC History No change 1,022 36 0.0% 0.0% 1232 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,000 36 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 23, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 974 35 0.02% 0.02% 1234 0 0.0% Q2 2026 Aug 04, 2026
Mosley Wealth Management History No change 953 34 0.01% 0.01% 1235 0 0.0% Q2 2026 Jul 23, 2026
MCDONALD PARTNERS LLC History No change 916 33 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 28, 2026
Markowski Investments History No change 936 33 0.01% 0.01% 1237 0 0.0% Q2 2026 Aug 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 900 32 0.01% 0.01% 1238 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 808 29 0.0% 0.0% 1239 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 810 29 0.0% 0.0% 1240 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Co / SC History No change 825 29 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 11, 2026
PFS Partners, LLC History No change 818 29 0.01% 0.01% 1242 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 800 28 0.0% 0.0% 1243 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group, Inc. History No change 790 28 0.01% 0.01% 1244 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 772 27 0.01% 0.01% 1245 0 0.0% Q2 2026 Jul 17, 2026
Glass Jacobson Investment Advisors llc History No change 734 26 0.01% 0.01% 1246 0 0.0% Q2 2026 Jul 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 738 26 0.02% 0.02% 1247 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 708 25 0.0% 0.0% 1248 0 0.0% Q2 2026 Jul 23, 2026
Roxbury Financial LLC History No change 770 25 0.02% 0.02% 1249 0 0.0% Q3 2026 Oct 01, 2026
KERR FINANCIAL PLANNING Corp History No change 702 25 0.03% 0.03% 1250 0 0.0% Q2 2026 Jul 02, 2026
Cypress Capital Management LLC (WY) History No change 667 24 0.02% 0.02% 1251 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 640 23 0.0% 0.0% 1252 0 0.0% Q2 2026 Jul 21, 2026
HM PAYSON & CO History No change 624 22 0.0% 0.0% 1253 0 0.0% Q2 2026 Jul 17, 2026
Pacifica Partners Inc. History No change 648 22 0.01% 0.01% 1254 0 0.0% Q2 2026 Jul 13, 2026
High Note Wealth, LLC History No change 632 22 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 23, 2026
Kilter Group LLC History No change 614 22 0.01% 0.01% 1256 0 0.0% Q2 2026 Aug 11, 2026
TOP Private Wealth LLC. History No change 635 22 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 596 21 0.01% 0.01% 1258 0 0.0% Q2 2026 Jul 07, 2026
GODSEY & GIBB, INC History No change 585 21 0.0% 0.0% 1259 0 0.0% Q2 2026 Jul 13, 2026
Hilton Head Capital Partners, LLC History No change 596 21 0.01% 0.01% 1260 0 0.0% Q2 2026 Jul 27, 2026
SIMPLEX TRADING, LLC History No change 558 20 0.0% 0.0% 1261 0 0.0% Q2 2026 Aug 12, 2026
Pillar Financial Advisors, LLC History No change 562 20 0.01% 0.01% 1262 0 0.0% Q2 2026 Jul 24, 2026
Allied Private Wealth LLC History No change 594 20 0.01% 0.01% 1263 0 0.0% Q2 2026 Jul 09, 2026
Buck Wealth Strategies, LLC History No change 531 19 0.0% 0.0% 1264 0 0.0% Q2 2026 Jul 30, 2026
Basecamp Wealth Advisors LLC History No change 528 19 0.0% 0.0% 1265 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 509 18 0.0% 0.0% 1266 0 0.0% Q2 2026 Jul 31, 2026
JNBA Financial Advisors History No change 500 18 0.0% 0.0% 1267 0 0.0% Q2 2026 Jul 23, 2026
CrossGen Wealth, LLC History No change 524 18 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 24, 2026
Midway Capital Research & Management History No change 522 18 0.01% 0.01% 1269 0 0.0% Q2 2026 Jul 13, 2026
Align Financial, LLC History No change 494 17 0.01% 0.01% 1270 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 468 16 0.0% 0.0% 1271 0 0.0% Q2 2026 Jul 20, 2026
Peachtree Investment Partners, LLC History No change 458 16 0.01% 0.01% 1272 0 0.0% Q2 2026 Aug 06, 2026
Wagner Wealth Management, LLC History No change 432 15 0.0% 0.0% 1273 0 0.0% Q2 2026 Jul 24, 2026
Valued Wealth Advisors LLC History No change 434 15 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 20, 2026
Aberdeen Wealth Management LLC History No change 400 14 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 393 14 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 410 14 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 13, 2026
Cedar Mountain Advisors, LLC History No change 384 13 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 02, 2026
Breakwater Investment Management History No change 386 13 0.0% 0.0% 1279 0 0.0% Q2 2026 Aug 06, 2026
Whipplewood Advisors, LLC History No change 367 13 0.01% 0.01% 1280 0 0.0% Q2 2026 Jul 27, 2026
Horrell Capital Management, Inc. History No change 352 12 0.01% 0.01% 1281 0 0.0% Q2 2026 Jul 16, 2026
Ascentis Independent Advisors History No change 336 12 0.03% 0.03% 1282 0 0.0% Q2 2026 Aug 04, 2026
Orion Capital Management LLC History No change 348 12 0.0% 0.0% 1283 0 0.0% Q2 2026 Aug 17, 2026
PFC CAPITAL GROUP, INC. History No change 355 12 0.0% 0.0% 1284 0 0.0% Q2 2026 Aug 05, 2026
Highland Investment Advisors LLC History No change 337 12 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 366 11 0.0% 0.0% 1286 0 0.0% Q3 2026 Oct 07, 2026
Trifecta Capital Advisors, LLC History No change 326 11 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 03, 2026
BankPlus Trust Department History No change 307 11 0.0% 0.0% 1288 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History New 319 10 0.0% — 1293 +319 New Q3 2026 Oct 05, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 280 10 0.0% 0.0% 1289 0 0.0% Q2 2026 Sep 02, 2026
TD Capital Management LLC History No change 286 10 0.0% 0.0% 1290 0 0.0% Q2 2026 Aug 06, 2026
NWK Group, Inc. History No change 278 10 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 10, 2026
SITTNER & NELSON, LLC History No change 279 10 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 07, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 245 8 0.0% 0.0% 1294 0 0.0% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 233 8 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 222 8 0.0% 0.0% 1296 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History New 200 7 0.0% — 1304 +200 New Q3 2026 Oct 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 196 7 0.0% 0.0% 1297 0 0.0% Q2 2026 Jul 16, 2026
Independence Bank of Kentucky History No change 200 7 0.0% 0.0% 1298 0 0.0% Q2 2026 Jul 13, 2026
Creative Capital Management Investments LLC History No change 214 7 0.0% 0.0% 1299 0 0.0% Q2 2026 Jul 24, 2026
Financial Perspectives, Inc History No change 204 7 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 24, 2026
Midwest Capital Advisors, LLC History No change 212 7 0.0% 0.0% 1301 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 207 7 0.0% 0.0% 1302 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 220 7 0.0% 0.0% 1303 0 0.0% Q2 2026 Jul 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 170 6 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 10, 2026
ALBION FINANCIAL GROUP /UT History No change 182 6 0.0% 0.0% 1306 0 0.0% Q2 2026 Jul 22, 2026
Noble Wealth Management PBC History No change 200 6 0.0% 0.0% 1307 0 0.0% Q3 2026 Oct 01, 2026
Walsh & Associates, LLC History No change 172 6 0.0% 0.0% 1308 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 130 5 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History No change 160 5 0.0% 0.0% 1310 0 0.0% Q2 2026 Aug 11, 2026
ATMOS ADVISORY, LLC History No change 181 5 0.0% 0.0% 1311 0 0.0% Q3 2026 Oct 06, 2026
City State Bank History No change 150 5 0.0% 0.0% 1312 0 0.0% Q2 2026 Jul 14, 2026
DiNuzzo Private Wealth, Inc. History No change 137 4 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 10, 2026
Greykasell Wealth Strategies, Inc. History No change 116 4 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 11, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 86 3 0.0% 0.0% 1315 0 0.0% Q2 2026 Aug 05, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 94 3 0.0% 0.0% 1316 0 0.0% Q2 2026 Aug 07, 2026
PROSPERITY BANCSHARES INC History No change 104 3 0.0% 0.0% 1317 0 0.0% Q2 2026 Aug 14, 2026
Hanson & Doremus Investment Management History No change 76 3 0.0% 0.0% 1318 0 0.0% Q2 2026 Jul 29, 2026
EPG Wealth Management LLC History No change 96 3 0.0% 0.0% 1319 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 102 3 0.0% 0.0% 1320 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 102 3 0.0% 0.0% 1321 0 0.0% Q2 2026 Aug 04, 2026
RHL GROUP, LLC History No change 95 3 0.0% 0.0% 1322 0 0.0% Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History No change 95 3 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 30, 2026
PlanVest Financial, Inc History No change 85 3 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 59 2 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 30, 2026
ST GERMAIN D J CO INC History No change 57 2 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 21, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 69 2 0.0% 0.0% 1327 0 0.0% Q2 2026 Aug 04, 2026
Cheviot Value Management, LLC History No change 56 2 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 72 2 0.0% 0.0% 1329 0 0.0% Q2 2026 Jul 09, 2026
Solstein Capital, LLC History No change 72 2 0.0% 0.0% 1330 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 76 2 0.0% 0.0% 1331 0 0.0% Q2 2026 Jul 16, 2026
Glen Eagle Advisors, LLC History No change 72 2 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 14, 2026
Graney & King, LLC History No change 77 2 0.0% 0.0% 1333 0 0.0% Q2 2026 Aug 07, 2026
Beacon Financial Strategies CORP History No change 60 2 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 08, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 57 2 0.0% 0.0% 1335 0 0.0% Q2 2026 Jul 09, 2026
Timbuktu Capital Management, LLC History No change 56 2 0.0% 0.0% 1336 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 42 1 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, Inc. History No change 40 1 0.0% 0.0% 1338 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 53 1 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 14, 2026
Roble, Belko & Company, Inc History No change 30 1 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 24, 2026
Allspring Global Investments Holdings, LLC History No change 53 1 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 13, 2026
Insight Inv LLC History No change 36 1 0.0% 0.0% 1342 0 0.0% Q2 2026 Jul 23, 2026
Decker Retirement Planning Inc. History No change 38 1 0.0% 0.0% 1343 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 52 1 0.0% 0.0% 1344 0 0.0% Q3 2026 Oct 05, 2026
Wilkerson Advisory Group LLC History No change 47 1 0.0% 0.0% 1345 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 34 1 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History Closed out 0 0 — 0.19% — -16,669 -100.0% Q3 2026 Oct 07, 2026
BOYUM WEALTH ARCHITECTS LLC History Closed out 0 0 — 0.21% — -15,037 -100.0% Q3 2026 Oct 06, 2026
Planning Strategies Inc. History Reduced 20 0 — 0.0% — -92 -82.14% Q3 2026 Oct 02, 2026
BOKF, NA History No change 24 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Eukles Asset Management History No change 17 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History No change 11 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Cordgrass Capital Advisors, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Acumen Wealth Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Strategic Advocates LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HFM Investment Advisors, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
NorthAvenue LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 21, 2026