SCHWAB STRATEGIC TRUST - SCHB

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
Wealthfront Advisers LLC History No change 51,435,009 1,489,557 2.86% 2.86% 1 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 48,933,766 1,417,121 0.18% 0.18% 2 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 15,292,144 442,860 0.75% 0.75% 3 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 14,738,453 426,825 22.37% 22.37% 4 0 0.0% Q2 2026 Jul 16, 2026
SCS Capital Management LLC History No change 11,934,362 345,619 3.26% 3.26% 5 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,427,853 330,950 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 9,295,333 269,192 0.26% 0.26% 7 0 0.0% Q2 2026 Aug 05, 2026
Strid Group, LLC History No change 8,576,683 248,372 27.57% 27.57% 8 0 0.0% Q2 2026 Jul 23, 2026
Evensky & Katz LLC History No change 7,987,057 231,305 11.95% 11.95% 9 0 0.0% Q2 2026 Jul 22, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 7,640,636 221,272 17.17% 17.17% 10 0 0.0% Q2 2026 Jul 16, 2026
Hanson & Doremus Investment Management History No change 7,035,343 203,744 20.73% 20.73% 11 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 6,571,056 190,297 1.07% 1.07% 12 0 0.0% Q2 2026 Jul 29, 2026
Evergreen Advisors, LLC History No change 6,300,530 182,463 38.94% 38.94% 13 0 0.0% Q2 2026 Aug 04, 2026
Forvis Mazars Wealth Advisors, LLC History No change 6,148,772 178,068 2.97% 2.97% 14 0 0.0% Q2 2026 Aug 10, 2026
HT Partners LLC History No change 6,067,895 175,726 48.66% 48.66% 15 0 0.0% Q2 2026 Jul 16, 2026
Savant Capital, LLC History No change 5,943,212 160,733 0.47% 0.47% 16 0 0.0% Q2 2026 Aug 10, 2026
TruNorth Capital Management, LLC History No change 5,449,167 157,807 25.35% 25.35% 17 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 5,258,356 152,282 15.29% 15.29% 18 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 5,233,490 151,561 2.79% 2.79% 19 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 4,683,545 135,635 0.14% 0.14% 20 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 4,443,846 128,693 5.56% 5.56% 21 0 0.0% Q2 2026 Jul 21, 2026
Morton Brown Family Wealth, LLC History No change 4,261,509 123,413 27.98% 27.98% 22 0 0.0% Q2 2026 Jul 21, 2026
Compass Financial Group, INC/SD History No change 3,894,102 112,773 12.94% 12.94% 23 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,654,324 105,829 0.16% 0.16% 24 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 3,529,934 102,226 0.59% 0.59% 25 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,458,745 100,165 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
MANCHESTER FINANCIAL INC History No change 3,381,852 97,938 17.41% 17.41% 27 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History No change 3,300,545 95,583 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 3,253,122 94,210 1.15% 1.15% 29 0 0.0% Q2 2026 Jul 17, 2026
HBK Sorce Advisory LLC History No change 3,151,706 93,731 1.78% 1.78% 30 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 3,087,207 89,405 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,985,117 86,448 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,970,765 84,191 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,882,036 83,465 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,772,864 80,302 3.16% 3.16% 35 0 0.0% Q2 2026 Aug 18, 2026
Asset Advisors Investment Management, LLC History No change 2,739,361 79,331 7.28% 7.28% 36 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 2,718,247 78,720 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 2,708,469 78,437 2.58% 2.58% 38 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Strategies, LLC History No change 2,665,380 77,189 11.96% 11.96% 39 0 0.0% Q2 2026 Jul 21, 2026
Circle Wealth Management, LLC History No change 2,635,156 76,314 0.96% 0.96% 40 0 0.0% Q2 2026 Aug 12, 2026
D L CARLSON INVESTMENT GROUP INC History No change 2,592,207 75,070 11.95% 11.95% 41 0 0.0% Q2 2026 Aug 11, 2026
MYECFO, LLC History No change 2,577,055 74,632 28.17% 28.17% 42 0 0.0% Q2 2026 Aug 10, 2026
BANK OF AMERICA CORP /DE/ History No change 2,536,461 73,455 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 2,529,349 73,249 1.41% 1.41% 44 0 0.0% Q2 2026 Aug 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 2,527,684 73,201 0.96% 0.96% 45 0 0.0% Q2 2026 Jul 15, 2026
Winthrop Advisory Group LLC History No change 2,487,708 72,044 4.85% 4.85% 46 0 0.0% Q2 2026 Jul 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,500,208 70,612 0.12% 0.12% 47 0 0.0% Q2 2026 Jul 15, 2026
Bouchey Financial Group, Ltd. History No change 2,424,447 70,211 4.54% 4.54% 48 0 0.0% Q2 2026 Jul 27, 2026
WELLS FARGO & COMPANY/MN History No change 2,390,687 69,234 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,383,777 69,034 0.07% 0.07% 50 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial Strategies, Inc. History No change 2,326,085 67,363 4.73% 4.73% 51 0 0.0% Q2 2026 Jul 24, 2026
Sunburst Financial Group, LLC History Added to 2,297,939 67,352 10.67% 10.63% 52 +31,324 1.38% Q3 2026 Oct 08, 2026
Aptus Capital Advisors, LLC History No change 2,325,278 67,340 0.46% 0.46% 53 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,198,557 63,670 0.08% 0.08% 54 0 0.0% Q2 2026 Aug 19, 2026
Caprock Group, LLC History No change 2,086,029 60,411 1.16% 1.16% 55 0 0.0% Q2 2026 Jul 27, 2026
WBH ADVISORY INC History No change 2,072,831 60,029 4.03% 4.03% 56 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 1,809,502 52,403 0.22% 0.22% 57 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 1,789,502 51,823 10.42% 10.42% 58 0 0.0% Q2 2026 Jul 22, 2026
Ethos Financial Group, LLC History No change 1,795,643 50,678 3.39% 3.39% 59 0 0.0% Q2 2026 Aug 07, 2026
Leading Edge Financial Planning LLC History No change 1,748,838 50,646 9.02% 9.02% 60 0 0.0% Q2 2026 Aug 06, 2026
Roundview Capital LLC History No change 1,744,303 50,515 2.76% 2.76% 61 0 0.0% Q2 2026 Jul 30, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,718,888 49,779 0.12% 0.12% 62 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History No change 1,654,810 47,923 0.06% 0.06% 63 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 1,647,692 47,717 0.06% 0.06% 64 0 0.0% Q2 2026 Jul 28, 2026
Boulder Wealth Advisors, LLC History No change 1,641,481 47,537 17.33% 17.33% 65 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 1,597,218 46,255 12.37% 12.37% 66 0 0.0% Q2 2026 Jul 23, 2026
Modern Wealth Management, LLC History No change 1,592,627 46,122 0.55% 0.55% 67 0 0.0% Q2 2026 Aug 13, 2026
Tanglewood Wealth Management, Inc. History No change 1,577,486 45,684 3.89% 3.89% 68 0 0.0% Q2 2026 Jul 27, 2026
Appalachian Capital Management Ltd History No change 1,577,489 45,684 33.14% 33.14% 69 0 0.0% Q2 2026 Jul 21, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 1,524,591 45,143 18.35% 17.55% 70 +2,346 0.15% Q3 2026 Oct 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,445,601 41,864 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,383,449 40,064 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 1,267,030 36,693 0.14% 0.14% 73 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Reduced 1,249,599 36,625 2.0% 2.01% 74 -4,135 -0.33% Q3 2026 Oct 06, 2026
Facet Wealth, Inc. History No change 1,243,309 36,006 0.52% 0.52% 75 0 0.0% Q2 2026 Jul 27, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 1,208,643 35,425 9.08% 9.24% 76 -17,603 -1.44% Q3 2026 Oct 06, 2026
FMR LLC History No change 1,210,918 35,068 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
John Boyer, Inc. History No change 1,194,348 34,583 29.98% 29.98% 78 0 0.0% Q2 2026 Aug 07, 2026
SYM FINANCIAL Corp History No change 1,187,558 34,391 2.76% 2.76% 79 0 0.0% Q2 2026 Aug 04, 2026
Members Advisory Group LLC History No change 1,179,830 34,167 9.54% 9.54% 80 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 1,163,565 33,696 0.45% 0.45% 81 0 0.0% Q2 2026 Aug 12, 2026
Pegasus Asset Management, Inc. History No change 1,161,813 33,646 9.59% 9.59% 82 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,161,767 33,644 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
WT Wealth Management History No change 1,161,589 33,639 9.32% 9.32% 84 0 0.0% Q2 2026 Jul 22, 2026
Goepper Burkhardt LLC History No change 1,160,559 33,609 10.09% 10.09% 85 0 0.0% Q2 2026 Aug 10, 2026
GSG Advisors LLC History No change 1,106,784 32,052 7.05% 7.05% 86 0 0.0% Q2 2026 Aug 13, 2026
Gemmer Asset Management LLC History No change 1,104,883 31,997 2.15% 2.15% 87 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 1,107,295 31,812 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 1,109,222 31,668 0.63% 0.63% 89 0 0.0% Q2 2026 Jul 29, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 1,072,620 31,063 18.61% 18.61% 90 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 1,069,662 30,977 0.65% 0.65% 91 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 1,068,109 30,932 0.79% 0.79% 92 0 0.0% Q2 2026 Aug 05, 2026
Genesee Capital Advisors, LLC History No change 1,052,859 30,490 9.61% 9.61% 93 0 0.0% Q2 2026 Aug 06, 2026
Strategic Advisors LLC History No change 1,021,776 29,590 6.47% 6.47% 94 0 0.0% Q2 2026 Jul 28, 2026
Dodds Wealth, LLC History No change 1,020,508 29,553 6.65% 6.65% 95 0 0.0% Q2 2026 Aug 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,004,233 29,082 1.69% 1.69% 96 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 1,001,507 29,003 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 969,875 28,087 0.01% 0.01% 98 0 0.0% Q2 2026 Sep 23, 2026
Wynn Capital, LLC History No change 963,366 27,899 12.46% 12.46% 99 0 0.0% Q2 2026 Jul 08, 2026
Stonekeep Investments, LLC History No change 945,015 27,368 15.93% 15.93% 100 0 0.0% Q2 2026 Jul 10, 2026
Meridian Wealth Partners, LLC History No change 937,426 27,147 3.29% 3.29% 101 0 0.0% Q2 2026 Aug 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 934,634 27,066 3.01% 3.01% 102 0 0.0% Q2 2026 Jul 29, 2026
Walker Financial Services, Inc. History No change 928,968 26,902 8.32% 8.32% 103 0 0.0% Q2 2026 Jul 15, 2026
Phil A. Younker & Associates, Ltd. History No change 926,210 26,823 18.08% 18.08% 104 0 0.0% Q2 2026 Aug 07, 2026
Downshift Financial, LLC History No change 908,685 26,315 11.82% 11.82% 105 0 0.0% Q2 2026 Aug 12, 2026
Great Lakes Retirement, Inc. History No change 906,333 26,247 2.33% 2.33% 106 0 0.0% Q2 2026 Jul 30, 2026
Schaeffer Financial LLC History No change 904,868 26,204 20.26% 20.26% 107 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,033,925 25,951 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Davis Capital Management History Added to 877,543 25,720 15.38% 14.58% 109 +27,053 3.18% Q3 2026 Oct 08, 2026
Lido Advisors, LLC History No change 886,785 25,681 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 868,195 25,142 0.04% 0.04% 111 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 861,398 24,946 0.66% 0.66% 112 0 0.0% Q2 2026 Jul 07, 2026
Breakwater Investment Management History No change 856,304 24,798 8.44% 8.44% 113 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 853,104 24,705 0.09% 0.09% 114 0 0.0% Q2 2026 Aug 11, 2026
IMA Advisory Services, Inc. History No change 852,429 24,686 1.54% 1.54% 115 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 845,594 24,488 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Planning, Inc. History No change 841,398 24,366 12.72% 12.72% 117 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 836,559 24,226 0.11% 0.11% 118 0 0.0% Q2 2026 Aug 18, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 837,415 24,192 7.8% 7.8% 119 0 0.0% Q2 2026 Jul 23, 2026
Global Wealth Management, LLC History No change 810,599 23,474 11.95% 11.95% 120 0 0.0% Q2 2026 Jul 20, 2026
Tradition Wealth Management, LLC History No change 787,134 22,795 1.39% 1.39% 121 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 778,677 22,566 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 14, 2026
VISTA CAPITAL PARTNERS, INC. History No change 765,430 22,166 1.94% 1.94% 123 0 0.0% Q2 2026 Jul 23, 2026
Nalls Sherbakoff Group, LLC History No change 764,875 22,150 15.75% 15.75% 124 0 0.0% Q2 2026 Aug 17, 2026
Socha Financial Group, LLC History No change 764,054 22,127 9.0% 9.0% 125 0 0.0% Q2 2026 Aug 05, 2026
Coastal Bridge Advisors, LLC History No change 731,565 21,186 1.31% 1.31% 126 0 0.0% Q2 2026 Aug 17, 2026
OneDigital Investment Advisors LLC History No change 729,719 21,132 0.18% 0.18% 127 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 723,260 20,945 0.26% 0.26% 128 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 717,535 20,779 0.03% 0.03% 129 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 715,207 20,736 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 710,192 20,567 0.64% 0.64% 131 0 0.0% Q2 2026 Jul 09, 2026
James J. Burns & Company, LLC History No change 704,165 20,392 2.21% 2.21% 132 0 0.0% Q2 2026 Aug 06, 2026
LIBRA WEALTH LLC History No change 694,982 20,126 5.14% 5.14% 133 0 0.0% Q2 2026 Aug 06, 2026
Davidson Kahn Capital Management, LLC History No change 688,683 19,969 8.58% 8.58% 134 0 0.0% Q2 2026 Jul 14, 2026
Kestra Advisory Services, LLC History No change 676,313 19,586 0.06% 0.06% 135 0 0.0% Q2 2026 Jul 28, 2026
Fairlight Advisors History No change 675,111 19,551 15.94% 15.94% 136 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 670,509 19,417 0.51% 0.51% 137 0 0.0% Q2 2026 Aug 04, 2026
Roble, Belko & Company, Inc History No change 665,320 19,268 2.08% 2.08% 138 0 0.0% Q2 2026 Jul 24, 2026
Zhang Financial LLC History No change 660,423 19,125 0.56% 0.56% 139 0 0.0% Q2 2026 Jul 30, 2026
NICOLET BANKSHARES INC History No change 650,210 18,830 0.6% 0.6% 140 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 619,998 17,996 0.07% 0.07% 141 0 0.0% Q2 2026 Aug 14, 2026
Bond & Devick Financial Network, Inc. History No change 616,432 17,851 4.4% 4.4% 142 0 0.0% Q2 2026 Jul 16, 2026
Liberty Capital Management, Inc. History No change 608,084 17,610 3.03% 3.03% 143 0 0.0% Q2 2026 Jul 17, 2026
VALICENTI ADVISORY SERVICES INC History No change 604,784 17,515 3.31% 3.31% 144 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 601,558 17,421 0.31% 0.31% 145 0 0.0% Q2 2026 Jul 20, 2026
Madden Advisory Services, Inc. History No change 595,799 17,254 6.19% 6.19% 146 0 0.0% Q2 2026 Aug 04, 2026
Christensen, King & Associates Investment Services, Inc. History No change 595,154 17,235 6.85% 6.85% 147 0 0.0% Q2 2026 Jul 14, 2026
Brooklyn FI, LLC History No change 575,667 16,631 3.04% 3.04% 148 0 0.0% Q2 2026 Aug 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 562,821 16,299 1.41% 1.41% 149 0 0.0% Q2 2026 Jul 27, 2026
Elgethun Capital Management History No change 562,608 16,293 2.27% 2.27% 150 0 0.0% Q2 2026 Jul 29, 2026
Intelligence Driven Advisers, LLC History Reduced 553,376 16,219 2.8% 2.61% 151 -1,093 -0.2% Q3 2026 Oct 09, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 558,980 16,188 2.02% 2.02% 152 0 0.0% Q2 2026 Aug 05, 2026
Compass Advisory Group LLC History No change 558,238 16,166 3.84% 3.84% 153 0 0.0% Q2 2026 Aug 11, 2026
Ashford Advisors, LLC History No change 557,350 16,140 3.33% 3.33% 154 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History Added to 540,053 16,055 0.38% 0.43% 155 +18 0.0% Q3 2026 Oct 09, 2026
STIFEL FINANCIAL CORP History No change 546,276 15,820 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 541,958 15,695 3.9% 3.9% 157 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History No change 537,166 15,556 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 11, 2026
Milestone Investment Advisors LLC History No change 536,856 15,547 3.36% 3.36% 159 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 534,573 15,481 0.06% 0.06% 160 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 534,501 15,479 0.19% 0.19% 161 0 0.0% Q2 2026 Jul 20, 2026
TPG Advisors LLC History No change 532,995 15,435 8.47% 8.47% 162 0 0.0% Q2 2026 Jul 29, 2026
SigFig Wealth Management, LLC History Reduced 521,799 15,293 0.38% 0.4% 163 -2,132 -0.41% Q3 2026 Oct 07, 2026
HORAN Wealth, LLC History No change 527,998 15,290 1.91% 1.91% 164 0 0.0% Q2 2026 Aug 26, 2026
NewEdge Advisors, LLC History No change 526,748 15,254 0.05% 0.05% 165 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 521,927 15,115 0.11% 0.11% 166 0 0.0% Q2 2026 Jul 23, 2026
Rothschild Wealth LLC History No change 521,418 15,100 1.21% 1.21% 167 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 516,662 14,962 2.4% 2.4% 168 0 0.0% Q2 2026 Jul 10, 2026
True North Advisors, LLC History No change 511,653 14,817 1.42% 1.42% 169 0 0.0% Q2 2026 Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 505,130 14,628 0.53% 0.53% 170 0 0.0% Q2 2026 Jul 21, 2026
Weinberger Asset Management, Inc History No change 495,593 14,297 4.58% 4.58% 171 0 0.0% Q2 2026 Aug 05, 2026
Peak Financial Management, Inc. History No change 492,683 14,268 3.28% 3.28% 172 0 0.0% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 487,660 14,122 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 482,534 13,974 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Passive Capital Management, LLC. History No change 526,727 13,816 4.32% 4.32% 175 0 0.0% Q2 2026 Aug 10, 2026
MOTIVE WEALTH ADVISORS History No change 473,585 13,715 5.64% 5.64% 176 0 0.0% Q2 2026 Jul 20, 2026
Meridian Wealth Management, LLC History No change 471,477 13,653 0.42% 0.42% 177 0 0.0% Q2 2026 Aug 05, 2026
D.B. Root & Company, LLC History No change 470,345 13,621 2.89% 2.89% 178 0 0.0% Q2 2026 Aug 13, 2026
Wrenne Financial Planning LLC History No change 462,970 13,407 4.53% 4.53% 179 0 0.0% Q2 2026 Jul 27, 2026
Waldron Private Wealth LLC History No change 450,000 13,032 0.45% 0.45% 180 0 0.0% Q2 2026 Jul 20, 2026
Empower Advisory Group, LLC History No change 448,366 12,984 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 445,679 12,906 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
Vestwell Advisors, LLC History No change 444,927 12,885 3.08% 3.08% 183 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 442,453 12,813 3.4% 3.4% 184 0 0.0% Q2 2026 Jul 22, 2026
Summit Trail Advisors, LLC History No change 431,410 12,493 0.16% 0.16% 185 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 422,278 12,376 0.09% 0.1% 186 -5,634 -1.32% Q3 2026 Oct 08, 2026
Sequoia Financial Advisors, LLC History No change 427,052 12,367 0.06% 0.06% 187 0 0.0% Q2 2026 Jul 17, 2026
Beacon Wealthcare LLC History Reduced 416,101 12,195 3.87% 3.9% 188 -3,840 -0.91% Q3 2026 Oct 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 420,625 12,181 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Management Group History No change 414,502 12,003 2.34% 2.34% 190 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 414,502 12,003 1.67% 1.67% 191 0 0.0% Q2 2026 Aug 03, 2026
Prosperitas Financial LLC History No change 408,888 11,841 3.79% 3.79% 192 0 0.0% Q2 2026 Aug 19, 2026
Five Oceans Advisors History No change 408,313 11,824 3.8% 3.8% 193 0 0.0% Q2 2026 Jul 15, 2026
Apriem Advisors History No change 404,758 11,721 1.01% 1.01% 194 0 0.0% Q2 2026 Aug 14, 2026
Everhart Financial Group, Inc. History Reduced 398,459 11,678 0.72% 0.74% 195 -1,635 -0.41% Q3 2026 Oct 08, 2026
Janney Montgomery Scott LLC History No change 401,983 11,641 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 397,114 11,500 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 395,065 11,440 0.18% 0.18% 198 0 0.0% Q2 2026 Aug 10, 2026
Prime Capital Investment Advisors, LLC History No change 392,740 11,373 0.11% 0.11% 199 0 0.0% Q2 2026 Aug 05, 2026
SRH ADVISORS, LLC History No change 392,383 11,363 2.9% 2.9% 200 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 386,906 11,204 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 379,866 11,000 0.08% 0.08% 202 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 376,746 10,910 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 12, 2026
Madison Wealth Partners, Inc History No change 370,377 10,726 1.36% 1.36% 204 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 369,042 10,687 0.12% 0.12% 205 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 366,009 10,599 0.11% 0.11% 206 0 0.0% Q2 2026 Jul 15, 2026
FFT WEALTH MANAGEMENT LLC History No change 365,554 10,586 1.66% 1.66% 207 0 0.0% Q2 2026 Jul 27, 2026
Phillip James Consulting Co. History No change 357,939 10,365 6.93% 6.93% 208 0 0.0% Q2 2026 Jul 28, 2026
Joseph P. Lucia & Associates, LLC History No change 352,641 10,212 3.07% 3.07% 209 0 0.0% Q2 2026 Aug 07, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 338,628 9,806 2.42% 2.42% 210 0 0.0% Q2 2026 Aug 12, 2026
Brightwater Advisory LLC History No change 332,338 9,624 6.08% 6.08% 211 0 0.0% Q2 2026 Aug 07, 2026
Disciplined Investors, L.L.C. History No change 327,667 9,489 4.75% 4.75% 212 0 0.0% Q2 2026 Aug 11, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 324,549 9,398 2.42% 2.42% 213 0 0.0% Q2 2026 Aug 07, 2026
MITCHELL SINKLER & STARR/PA History No change 322,788 9,347 3.89% 3.89% 214 0 0.0% Q2 2026 Jul 21, 2026
Pathstone Holdings, LLC History No change 319,705 9,258 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 319,590 9,255 0.22% 0.22% 216 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 318,600 9,226 3.34% 3.34% 217 0 0.0% Q2 2026 Jul 30, 2026
Orcam Financial Group History No change 309,050 8,950 4.37% 4.37% 218 0 0.0% Q2 2026 Aug 13, 2026
Curbstone Financial Management Corp History No change 304,592 8,820 1.5% 1.5% 219 0 0.0% Q2 2026 Jul 14, 2026
NBZ Investment Advisors LLC History No change 303,344 8,784 3.42% 3.42% 220 0 0.0% Q2 2026 Aug 13, 2026
Rockbridge Investment Management, LCC History No change 300,491 8,702 0.71% 0.71% 221 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 298,651 8,648 0.79% 0.79% 222 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 297,745 8,622 0.78% 0.78% 223 0 0.0% Q2 2026 Aug 07, 2026
Venture Visionary Partners LLC History Added to 293,683 8,607 0.23% 0.21% 224 +38,326 15.01% Q3 2026 Oct 07, 2026
Sharkey, Howes & Javer History No change 294,736 8,535 1.03% 1.03% 225 0 0.0% Q2 2026 Jul 09, 2026
Summit Financial, LLC History No change 293,988 8,513 0.09% 0.09% 226 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History No change 293,201 8,491 0.17% 0.17% 227 0 0.0% Q2 2026 Jul 30, 2026
JMG Financial Group, Ltd. History No change 292,779 8,478 0.2% 0.2% 228 0 0.0% Q2 2026 Jul 31, 2026
BRIGHTON JONES LLC History No change 292,527 8,471 0.16% 0.16% 229 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 292,101 8,459 0.42% 0.42% 230 0 0.0% Q2 2026 Jul 10, 2026
Valmark Advisers, Inc. History No change 291,001 8,427 0.09% 0.09% 231 0 0.0% Q2 2026 Aug 06, 2026
Equita Financial Network, Inc. History No change 289,163 8,374 2.32% 2.32% 232 0 0.0% Q2 2026 Jul 29, 2026
Elm Partners Management LLC History No change 288,202 8,346 0.25% 0.25% 233 0 0.0% Q2 2026 Oct 07, 2026
Mutual Advisors, LLC History No change 287,862 8,336 0.16% 0.16% 234 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 282,657 8,185 0.04% 0.04% 235 0 0.0% Q2 2026 Sep 23, 2026
BALLAST ADVISORS LLC History No change 281,683 8,157 1.94% 1.94% 236 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 281,393 8,149 0.81% 0.81% 237 0 0.0% Q2 2026 Jul 13, 2026
FAGAN ASSOCIATES, INC. History No change 281,183 8,143 1.0% 1.0% 238 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 280,851 8,133 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
RCW Management, LLC History No change 279,621 8,097 7.26% 7.26% 240 0 0.0% Q2 2026 Jul 21, 2026
Equitable Holdings, Inc. History No change 277,161 8,026 0.05% 0.05% 241 0 0.0% Q2 2026 Aug 17, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 275,840 7,988 0.81% 0.81% 242 0 0.0% Q2 2026 Jul 24, 2026
CFG Wealth Management Services, Inc. History No change 313,533 7,899 7.41% 7.41% 243 0 0.0% Q2 2026 Jul 15, 2026
RHS Financial, LLC History No change 269,632 7,808 3.15% 3.15% 244 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 269,334 7,799 0.61% 0.61% 245 0 0.0% Q2 2026 Jul 07, 2026
OneAscent Financial Services LLC History No change 267,959 7,760 0.37% 0.37% 246 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 266,051 7,704 0.6% 0.6% 247 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation & Management Company, LLC History No change 265,510 7,689 2.51% 2.51% 248 0 0.0% Q2 2026 Jul 15, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 263,550 7,632 0.11% 0.11% 249 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 261,734 7,579 0.12% 0.12% 250 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 261,439 7,571 0.82% 0.82% 251 0 0.0% Q2 2026 Aug 06, 2026
MAIRS & POWER INC History No change 261,246 7,565 0.07% 0.07% 252 0 0.0% Q2 2026 Aug 14, 2026
Ellevest, Inc. History No change 258,550 7,487 0.88% 0.88% 253 0 0.0% Q2 2026 Aug 10, 2026
ELCO Management Co., LLC History No change 254,441 7,368 3.18% 3.18% 254 0 0.0% Q2 2026 Aug 10, 2026
Wilson & Boucher Capital Management, LLC History No change 253,826 7,350 4.31% 4.31% 255 0 0.0% Q2 2026 Aug 18, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 253,497 7,341 0.21% 0.21% 256 0 0.0% Q2 2026 Aug 05, 2026
SAX WEALTH ADVISORS, LLC History No change 287,299 7,211 0.29% 0.29% 257 0 0.0% Q2 2026 Jul 09, 2026
Graver Capital Management, LLC History No change 247,399 7,164 5.1% 5.1% 258 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 243,133 7,041 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 13, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 242,581 7,025 1.63% 1.63% 260 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 240,370 6,959 2.07% 2.07% 261 0 0.0% Q2 2026 Jul 27, 2026
Seaside Wealth Management, Inc. History No change 238,748 6,914 1.71% 1.71% 262 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 238,661 6,911 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 238,396 6,903 0.05% 0.05% 264 0 0.0% Q2 2026 Aug 10, 2026
Firestone Capital Management History No change 234,751 6,798 1.27% 1.27% 265 0 0.0% Q2 2026 Jul 31, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 234,223 6,783 2.86% 2.86% 266 0 0.0% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History No change 233,807 6,771 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 233,313 6,756 0.45% 0.45% 268 0 0.0% Q2 2026 Aug 03, 2026
PINKERTON WEALTH, LLC History No change 268,772 6,746 0.58% 0.58% 269 0 0.0% Q2 2026 Jul 30, 2026
KCM INVESTMENT ADVISORS LLC History No change 231,547 6,705 0.2% 0.2% 270 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History No change 231,052 6,691 0.67% 0.67% 271 0 0.0% Q2 2026 Jul 15, 2026
Asset Advisory Group, Inc. History No change 229,821 6,655 2.91% 2.91% 272 0 0.0% Q2 2026 Jul 09, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 227,501 6,588 1.4% 1.4% 273 0 0.0% Q2 2026 Jul 27, 2026
One Charles Private Wealth Services, LLC History No change 225,062 6,517 1.5% 1.5% 274 0 0.0% Q2 2026 Jul 15, 2026
Brio Consultants, LLC History No change 224,925 6,513 0.76% 0.76% 275 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 223,497 6,472 0.09% 0.09% 276 0 0.0% Q2 2026 Jul 14, 2026
BLAIR WILLIAM & CO/IL History No change 221,881 6,425 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 220,998 6,400 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 03, 2026
Integrated Wealth Concepts LLC History No change 220,987 6,399 0.04% 0.04% 279 0 0.0% Q2 2026 Sep 08, 2026
Diversified Portfolios, Inc. History No change 220,347 6,381 0.46% 0.46% 280 0 0.0% Q2 2026 Aug 04, 2026
Bawa N Mallick Trust History No change 218,107 6,316 2.04% 2.04% 281 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 217,367 6,294 0.4% 0.4% 282 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 217,173 6,289 0.23% 0.23% 283 0 0.0% Q2 2026 Aug 11, 2026
Successful Portfolios LLC History Added to 209,368 6,240 2.88% 2.84% 284 +1,178 0.57% Q3 2026 Oct 09, 2026
GeoWealth Management, LLC History No change 209,667 6,071 0.19% 0.19% 285 0 0.0% Q2 2026 Jul 30, 2026
MBA Advisors LLC History No change 208,878 6,049 2.04% 2.04% 286 0 0.0% Q2 2026 Jul 28, 2026
Cordant, Inc. History No change 208,621 6,041 2.18% 2.18% 287 0 0.0% Q2 2026 Jul 14, 2026
SeaCrest Wealth Management, LLC History No change 207,508 6,009 0.67% 0.67% 288 0 0.0% Q2 2026 Jul 09, 2026
True Freedom Investing, LLC History No change 237,535 5,962 0.47% 0.47% 289 0 0.0% Q2 2026 Aug 12, 2026
Financial Solutions Advisory Group, Inc. History No change 204,818 5,958 0.75% 0.75% 290 0 0.0% Q2 2026 Jul 13, 2026
ALTFEST L J & CO INC History No change 205,124 5,940 0.58% 0.58% 291 0 0.0% Q2 2026 Jul 30, 2026
Blueprint Investment Partners LLC History No change 201,288 5,829 0.49% 0.49% 292 0 0.0% Q2 2026 Aug 04, 2026
Hartmann Taylor Wealth Management, LLC History No change 228,179 5,727 3.79% 3.79% 293 0 0.0% Q2 2026 Jul 28, 2026
Aspiring Ventures, LLC History No change 196,461 5,689 1.38% 1.38% 294 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 196,471 5,689 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 28, 2026
Unify Financial Advisors History No change 195,230 5,653 5.22% 5.22% 296 0 0.0% Q2 2026 Jul 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 194,384 5,629 0.22% 0.22% 297 0 0.0% Q2 2026 Aug 05, 2026
NYL Investors LLC History No change 193,871 5,614 2.15% 2.15% 298 0 0.0% Q2 2026 Aug 12, 2026
Chesapeake Wealth Management History No change 192,369 5,571 1.56% 1.56% 299 0 0.0% Q2 2026 Aug 13, 2026
Seed Wealth Management, Inc. History No change 192,268 5,568 3.52% 3.52% 300 0 0.0% Q2 2026 Jul 27, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 188,731 5,465 0.86% 0.86% 301 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 188,605 5,462 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 12, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 188,620 5,462 2.53% 2.53% 303 0 0.0% Q2 2026 Aug 13, 2026
Avant Capital LLC History No change 187,926 5,442 3.41% 3.41% 304 0 0.0% Q2 2026 Aug 12, 2026
Compass Ion Advisors, LLC History No change 187,520 5,430 0.47% 0.47% 305 0 0.0% Q2 2026 Aug 12, 2026
Granite Investment Partners, LLC History No change 185,299 5,366 0.27% 0.27% 306 0 0.0% Q2 2026 Aug 07, 2026
Wealth Care LLC History No change 183,961 5,327 4.31% 4.31% 307 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 180,256 5,220 0.04% 0.04% 308 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 179,026 5,184 0.08% 0.08% 309 0 0.0% Q2 2026 Aug 03, 2026
Clear Point Advisors Inc. History No change 178,396 5,166 4.58% 4.58% 310 0 0.0% Q2 2026 Jul 28, 2026
Alpha Omega Wealth Management LLC History No change 178,179 5,160 0.79% 0.79% 311 0 0.0% Q2 2026 Jul 20, 2026
Pullen Investment Management, LLC History No change 174,828 5,063 2.34% 2.34% 312 0 0.0% Q2 2026 Jul 28, 2026
Joule Financial, LLC History No change 174,664 5,058 1.37% 1.37% 313 0 0.0% Q2 2026 Jul 15, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 173,802 5,033 1.07% 1.07% 314 0 0.0% Q2 2026 Jul 10, 2026
Stillwater Private Wealth, LLC History No change 167,332 5,003 3.26% 3.26% 315 0 0.0% Q2 2026 Aug 13, 2026
Farnam Financial LLC History No change 172,163 4,985 3.63% 3.63% 316 0 0.0% Q2 2026 Jul 22, 2026
WBI INVESTMENTS, LLC History No change 169,993 4,922 1.22% 1.22% 317 0 0.0% Q2 2026 Aug 11, 2026
Aspire Capital Advisors LLC History No change 168,788 4,888 0.95% 0.95% 318 0 0.0% Q2 2026 Aug 05, 2026
KLINGENSTEIN FIELDS & CO LP History No change 168,123 4,868 0.17% 0.17% 319 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Financial Group, LLC History No change 166,962 4,835 1.52% 1.52% 320 0 0.0% Q3 2026 Oct 06, 2026
COZAD ASSET MANAGEMENT INC History No change 166,669 4,826 0.31% 0.31% 321 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 165,178 4,783 0.55% 0.55% 322 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 163,780 4,743 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 159,753 4,626 0.29% 0.29% 324 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Advisory Partners LLC History No change 159,615 4,622 0.09% 0.09% 325 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Financial Advisors LLC History No change 159,271 4,612 0.51% 0.51% 326 0 0.0% Q2 2026 Aug 14, 2026
Midwestern Financial, LLC /IA History No change 159,235 4,611 3.23% 3.23% 327 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 157,996 4,575 0.06% 0.06% 328 0 0.0% Q2 2026 Jul 23, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 157,662 4,565 0.21% 0.21% 329 0 0.0% Q2 2026 Jul 21, 2026
Amicus Financial Advisors, LLC History No change 157,377 4,557 1.12% 1.12% 330 0 0.0% Q2 2026 Jul 20, 2026
IEQ CAPITAL, LLC History No change 156,331 4,527 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 11, 2026
Avalon Advisory Group History No change 154,624 4,477 1.65% 1.65% 332 0 0.0% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History No change 151,368 4,383 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 05, 2026
WealthCollab, LLC History No change 151,220 4,379 1.59% 1.59% 334 0 0.0% Q2 2026 Aug 10, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 150,192 4,349 2.89% 2.89% 335 0 0.0% Q2 2026 Aug 05, 2026
Opus Capital Group, LLC History No change 149,617 4,333 0.42% 0.42% 336 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 147,900 4,283 0.47% 0.47% 337 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History Reduced 145,091 4,252 0.76% 0.78% 338 -395 -0.27% Q3 2026 Oct 05, 2026
Krilogy Financial LLC History No change 146,351 4,238 0.13% 0.13% 339 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 146,133 4,232 0.03% 0.03% 340 0 0.0% Q2 2026 Jul 20, 2026
Tortoise Investment Management, LLC History No change 145,287 4,207 0.31% 0.31% 341 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 144,400 4,181 0.26% 0.26% 342 0 0.0% Q2 2026 Jul 30, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 144,057 4,171 0.45% 0.45% 343 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 143,620 4,159 0.08% 0.08% 344 0 0.0% Q2 2026 Aug 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 142,624 4,130 0.36% 0.36% 345 0 0.0% Q2 2026 Aug 04, 2026
Financial Designs Corp History Added to 139,518 4,089 2.11% 1.66% 346 +32,343 30.18% Q3 2026 Oct 08, 2026
TRB Wealth Management, LLC History No change 140,602 4,071 0.54% 0.54% 347 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 139,705 4,030 0.96% 0.96% 348 0 0.0% Q2 2026 Aug 04, 2026
L. Roy Papp & Associates, LLP History No change 139,075 4,027 0.42% 0.42% 349 0 0.0% Q2 2026 Jul 23, 2026
Independent Solutions Wealth Management, LLC History No change 138,086 3,998 0.52% 0.52% 350 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 137,875 3,992 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 13, 2026
Dorato Capital Management History Added to 133,598 3,987 2.66% 1.93% 352 +36,237 37.22% Q3 2026 Oct 08, 2026
Flatrock Wealth Partners LLC History No change 137,288 3,975 1.56% 1.56% 353 0 0.0% Q2 2026 Aug 14, 2026
Whitegate Investment Counselors, Inc. History No change 137,227 3,974 1.13% 1.13% 354 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 137,176 3,972 0.21% 0.21% 355 0 0.0% Q2 2026 Jul 27, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 136,534 3,954 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 10, 2026
Thrive Wealth Management, LLC History No change 135,713 3,930 0.5% 0.5% 357 0 0.0% Q2 2026 Jul 07, 2026
Silver Oak Advisory Group, Inc. History No change 134,610 3,898 1.54% 1.54% 358 0 0.0% Q2 2026 Jul 31, 2026
SMITH, MOORE & CO. History No change 134,510 3,895 0.25% 0.25% 359 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Advisors Inc. History No change 134,440 3,893 0.67% 0.67% 360 0 0.0% Q2 2026 Jul 16, 2026
Planned Solutions, Inc. History No change 132,202 3,828 1.1% 1.1% 361 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 131,714 3,814 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 06, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 131,459 3,807 1.38% 1.38% 363 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 130,458 3,778 1.34% 1.34% 364 0 0.0% Q2 2026 Jul 09, 2026
Long Island Wealth Management, Inc. History No change 130,263 3,772 1.56% 1.56% 365 0 0.0% Q2 2026 Aug 07, 2026
Pacific Park Financial, Inc. History No change 129,590 3,752 2.18% 2.18% 366 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Management, LLC History No change 129,422 3,748 1.28% 1.28% 367 0 0.0% Q2 2026 Jul 07, 2026
CHOREO, LLC History No change 128,669 3,726 0.04% 0.04% 368 0 0.0% Q2 2026 Aug 04, 2026
Cross Staff Investments Inc History No change 128,665 3,726 2.1% 2.1% 369 0 0.0% Q2 2026 Jul 22, 2026
Chesley Taft & Associates LLC History No change 127,633 3,696 0.14% 0.14% 370 0 0.0% Q2 2026 Jul 08, 2026
Intrua Financial, LLC History No change 127,412 3,689 0.34% 0.34% 371 0 0.0% Q2 2026 Jul 24, 2026
SALEM INVESTMENT COUNSELORS INC History No change 126,591 3,666 0.09% 0.09% 372 0 0.0% Q2 2026 Jul 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 126,375 3,659 1.5% 1.5% 373 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 125,309 3,628 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 124,386 3,602 0.12% 0.12% 375 0 0.0% Q2 2026 Aug 10, 2026
Triangle Securities Wealth Management History No change 124,085 3,593 0.71% 0.71% 376 0 0.0% Q2 2026 Jul 14, 2026
Sachetta, LLC History No change 122,890 3,558 1.73% 1.73% 377 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 122,400 3,544 0.0% 0.0% 378 0 0.0% Q2 2026 Sep 02, 2026
S.E.E.D. Planning Group LLC History Added to 120,750 3,539 0.87% 0.91% 379 +1,229 1.03% Q3 2026 Oct 07, 2026
BCS Wealth Management History No change 121,906 3,530 0.64% 0.64% 380 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 121,665 3,523 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 121,354 3,514 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 07, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 121,340 3,514 0.75% 0.75% 383 0 0.0% Q2 2026 Jul 27, 2026
LOWE BROCKENBROUGH & CO INC History No change 120,673 3,494 0.16% 0.16% 384 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 118,619 3,476 0.98% 1.0% 385 +2,879 2.49% Q3 2026 Oct 07, 2026
Advus Financial Partners, LLC History No change 119,245 3,453 0.98% 0.98% 386 0 0.0% Q2 2026 Oct 02, 2026
PFG Advisors History No change 119,074 3,448 0.17% 0.17% 387 0 0.0% Q2 2026 Jul 16, 2026
3 FACTOR INDEXING, LLC History No change 119,039 3,447 2.92% 2.92% 388 0 0.0% Q2 2026 Jul 08, 2026
Topsail Wealth Management, LLC History No change 118,632 3,435 0.44% 0.44% 389 0 0.0% Q2 2026 Aug 13, 2026
Cypress Point Wealth Management, LLC History No change 118,389 3,428 0.7% 0.7% 390 0 0.0% Q2 2026 Jul 17, 2026
BIP Wealth, LLC History No change 118,200 3,423 0.1% 0.1% 391 0 0.0% Q2 2026 Aug 03, 2026
Luminvest Wealth Management LLC History No change 118,077 3,419 0.79% 0.79% 392 0 0.0% Q2 2026 Jul 29, 2026
Roger Wittlin Investment Advisory, LLC History No change 117,806 3,411 2.68% 2.68% 393 0 0.0% Q2 2026 Jul 17, 2026
RTD Financial Advisors, Inc. History Reduced 116,111 3,403 0.37% 0.38% 394 -2,793 -2.35% Q3 2026 Oct 09, 2026
Ridgewood Investments LLC History Reduced 116,090 3,402 1.25% 1.26% 395 -599 -0.51% Q3 2026 Oct 05, 2026
Medallion Wealth Advisors, LLC History No change 117,410 3,400 1.07% 1.07% 396 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 117,236 3,395 0.67% 0.67% 397 0 0.0% Q2 2026 Aug 11, 2026
Game Plan Financial Advisors, LLC History No change 116,467 3,372 1.25% 1.25% 398 0 0.0% Q2 2026 Aug 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 115,756 3,352 0.83% 0.83% 399 0 0.0% Q2 2026 Jul 20, 2026
Ausdal Financial Partners, Inc. History No change 115,452 3,343 0.13% 0.13% 400 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 114,378 3,312 0.37% 0.37% 401 0 0.0% Q2 2026 Jul 23, 2026
Mayfair Advisory Group, LLC History No change 115,422 3,296 0.99% 0.99% 402 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 113,474 3,286 0.09% 0.09% 403 0 0.0% Q2 2026 Jul 07, 2026
Gleason Group, Inc. History No change 112,962 3,271 0.29% 0.29% 404 0 0.0% Q2 2026 Jul 13, 2026
Skyline Advisors, Inc. History No change 112,885 3,269 1.03% 1.03% 405 0 0.0% Q2 2026 Jul 20, 2026
YHB Investment Advisors, Inc. History Added to 111,446 3,266 0.21% 0.19% 406 +6,580 6.27% Q3 2026 Oct 08, 2026
Laird Norton Wetherby Trust Company, LLC History No change 112,400 3,255 0.06% 0.06% 407 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 112,414 3,255 0.61% 0.61% 408 0 0.0% Q2 2026 Sep 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 111,756 3,236 0.33% 0.33% 409 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN CAPITAL CORP History No change 111,299 3,223 1.05% 1.05% 410 0 0.0% Q2 2026 Jul 16, 2026
CATHY PARETO & ASSOCIATES, INC History No change 109,888 3,182 1.87% 1.87% 411 0 0.0% Q2 2026 Jul 15, 2026
Segment Wealth Management, LLC History No change 108,991 3,156 0.16% 0.16% 412 0 0.0% Q2 2026 Jul 16, 2026
RVW Wealth, LLC History Added to 107,656 3,155 0.2% 0.2% 413 +587 0.55% Q3 2026 Oct 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 108,801 3,150 0.14% 0.14% 414 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 107,501 3,113 0.11% 0.11% 415 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 107,451 3,111 0.08% 0.08% 416 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 107,425 3,111 0.13% 0.13% 417 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 106,371 3,080 0.89% 0.89% 418 0 0.0% Q2 2026 Jul 24, 2026
Financial Futures Ltd Liability Co. History No change 106,237 3,076 1.17% 1.17% 419 0 0.0% Q2 2026 Jul 27, 2026
Peachtree Investment Partners, LLC History No change 105,452 3,053 0.98% 0.98% 420 0 0.0% Q2 2026 Aug 06, 2026
SJBENEN ADVISORY, LLC History No change 105,153 3,040 1.72% 1.72% 421 0 0.0% Q2 2026 Aug 10, 2026
Elser Financial Planning, Inc History No change 104,795 3,034 0.13% 0.13% 422 0 0.0% Q2 2026 Jul 14, 2026
OPTIMA CAPITAL LLC History No change 104,679 3,031 1.2% 1.2% 423 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 104,251 3,020 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 15, 2026
Wilkins Miller Wealth Management, LLC History No change 104,089 3,014 1.66% 1.66% 425 0 0.0% Q2 2026 Jul 21, 2026
Midwest Capital Advisors, LLC History No change 103,954 3,010 1.22% 1.22% 426 0 0.0% Q2 2026 Jul 28, 2026
RWA WEALTH PARTNERS, LLC History No change 103,832 3,006 0.03% 0.03% 427 0 0.0% Q2 2026 Aug 07, 2026
American Investment Services, Inc. History No change 102,887 2,979 0.63% 0.63% 428 0 0.0% Q2 2026 Aug 12, 2026
PENNEY FINANCIAL, LLC History No change 102,649 2,972 1.04% 1.04% 429 0 0.0% Q2 2026 Jul 22, 2026
ZWJ INVESTMENT COUNSEL INC History No change 102,437 2,966 0.1% 0.1% 430 0 0.0% Q2 2026 Jul 16, 2026
Boltwood Capital Management History Reduced 101,082 2,962 0.67% 0.68% 431 -1,559 -1.52% Q3 2026 Oct 02, 2026
Larson Financial Group LLC History No change 102,206 2,959 0.08% 0.08% 432 0 0.0% Q2 2026 Aug 14, 2026
Values Added Financial LLC History No change 101,403 2,936 1.06% 1.06% 433 0 0.0% Q2 2026 Jul 27, 2026
Farrow Financial, Inc. History No change 101,066 2,926 1.56% 1.56% 434 0 0.0% Q2 2026 Aug 04, 2026
Ironwood Wealth Management, LLC. History No change 100,622 2,914 0.65% 0.65% 435 0 0.0% Q2 2026 Jul 30, 2026
Wealth Group Ltd History Reduced 98,383 2,913 0.54% 0.57% 436 -4,066 -3.97% Q3 2026 Oct 07, 2026
Noble Family Wealth, LLC History No change 99,561 2,883 0.52% 0.52% 437 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 99,503 2,881 0.09% 0.09% 438 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 98,506 2,852 0.16% 0.16% 439 0 0.0% Q2 2026 Aug 12, 2026
WEST PACES ADVISORS INC. History No change 97,156 2,813 0.47% 0.47% 440 0 0.0% Q2 2026 Jul 17, 2026
Mason & Associates, LLC History No change 97,033 2,810 0.58% 0.58% 441 0 0.0% Q2 2026 Jul 14, 2026
Geometric Wealth Advisors History No change 95,454 2,764 0.3% 0.3% 442 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 94,055 2,723 0.02% 0.02% 443 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 93,911 2,719 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 93,798 2,716 0.09% 0.09% 445 0 0.0% Q2 2026 Aug 06, 2026
HOLDERNESS INVESTMENTS CO History No change 93,310 2,702 0.45% 0.45% 446 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 92,135 2,700 0.07% 0.07% 447 +4,756 5.44% Q3 2026 Oct 02, 2026
Indivisible Partners History No change 93,234 2,700 0.15% 0.15% 448 0 0.0% Q2 2026 Aug 04, 2026
BOK Financial Private Wealth, Inc. History No change 92,997 2,693 0.14% 0.14% 449 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 92,080 2,666 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 91,614 2,653 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 91,420 2,647 0.14% 0.14% 452 0 0.0% Q2 2026 Jul 29, 2026
Operose Advisors LLC History No change 91,306 2,644 0.51% 0.51% 453 0 0.0% Q2 2026 Aug 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 90,796 2,629 0.19% 0.19% 454 0 0.0% Q2 2026 Aug 07, 2026
Callahan Advisors, LLC History No change 89,990 2,606 0.2% 0.2% 455 0 0.0% Q2 2026 Aug 03, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 89,992 2,606 1.25% 1.25% 456 0 0.0% Q2 2026 Aug 13, 2026
Asset Management Group, Inc. History No change 89,663 2,596 0.38% 0.38% 457 0 0.0% Q2 2026 Aug 14, 2026
SpringVest Wealth Management LLC History No change 89,535 2,592 1.63% 1.63% 458 0 0.0% Q2 2026 Jul 22, 2026
Kastel Capital Advisors, LLC History No change 102,003 2,560 1.62% 1.62% 459 0 0.0% Q2 2026 Jul 09, 2026
Essex LLC History No change 88,389 2,559 0.39% 0.39% 460 0 0.0% Q2 2026 Jul 24, 2026
Texas Yale Capital Corp. History No change 88,351 2,558 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 12, 2026
Prestige Wealth Management Group LLC History No change 87,565 2,535 0.46% 0.46% 462 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 87,392 2,530 0.04% 0.04% 463 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History No change 86,895 2,516 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 03, 2026
Great Waters Wealth Management History Reduced 85,827 2,515 0.23% 0.25% 465 -9,144 -9.63% Q3 2026 Oct 07, 2026
Hendershot Investments Inc. History No change 85,668 2,480 0.32% 0.32% 466 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 85,075 2,463 0.08% 0.08% 467 0 0.0% Q2 2026 Aug 14, 2026
AMI INVESTMENT MANAGEMENT INC History No change 84,838 2,456 0.52% 0.52% 468 0 0.0% Q2 2026 Jul 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 84,654 2,451 0.07% 0.07% 469 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 84,564 2,448 0.02% 0.02% 470 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 84,283 2,440 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 13, 2026
D'Orazio & Associates, Inc. History No change 83,737 2,425 0.28% 0.28% 472 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 83,546 2,419 0.03% 0.03% 473 0 0.0% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 83,415 2,415 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 12, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 83,063 2,405 0.48% 0.48% 475 0 0.0% Q2 2026 Jul 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 83,045 2,404 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 28, 2026
HOWE & RUSLING INC History No change 82,584 2,391 0.14% 0.14% 477 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 82,591 2,391 0.23% 0.23% 478 0 0.0% Q2 2026 Jul 09, 2026
PDS Planning, Inc History No change 82,474 2,388 0.14% 0.14% 479 0 0.0% Q2 2026 Aug 05, 2026
Nicholas Hoffman & Company, LLC. History No change 81,600 2,363 0.05% 0.05% 480 0 0.0% Q2 2026 Aug 04, 2026
SEEDS INVESTOR LLC History No change 81,072 2,347 0.24% 0.24% 481 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 80,938 2,343 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History No change 80,562 2,343 0.06% 0.06% 483 0 0.0% Q2 2026 Jul 15, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 80,873 2,342 0.17% 0.17% 484 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL ADVISORS INC/OK History No change 80,630 2,335 0.03% 0.03% 485 0 0.0% Q2 2026 Jul 22, 2026
ASPIRIANT, LLC History No change 80,573 2,333 0.06% 0.06% 486 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 80,233 2,323 0.64% 0.64% 487 0 0.0% Q2 2026 Jul 31, 2026
Van Cleef Asset Management,Inc History No change 79,668 2,307 0.24% 0.24% 488 0 0.0% Q2 2026 Aug 03, 2026
One Capital Management, LLC History No change 91,802 2,304 0.06% 0.06% 489 0 0.0% Q2 2026 Aug 13, 2026
WEIK CAPITAL MANAGEMENT History No change 79,390 2,299 0.88% 0.88% 490 0 0.0% Q2 2026 Aug 12, 2026
Clear Retirement Advice LLC History No change 79,270 2,295 1.57% 1.57% 491 0 0.0% Q2 2026 Jul 15, 2026
Curi Capital, LLC History No change 78,922 2,285 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 14, 2026
Barden Capital Management, Inc. History Reduced 77,947 2,284 2.08% 2.28% 493 -7,366 -8.63% Q3 2026 Oct 08, 2026
Selective Wealth Management, Inc. History No change 78,712 2,262 0.59% 0.59% 494 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 77,903 2,256 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 77,866 2,255 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 27, 2026
Kera Capital Partners, Inc. History No change 77,738 2,251 0.22% 0.22% 497 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 77,631 2,248 0.05% 0.05% 498 0 0.0% Q2 2026 Aug 14, 2026
Souders Financial Advisors History No change 77,225 2,236 0.22% 0.22% 499 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 77,200 2,235 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 13, 2026
Envision Financial LLC History No change 76,886 2,226 1.03% 1.03% 501 0 0.0% Q2 2026 Jul 10, 2026
Modus Advisors, LLC History No change 76,678 2,220 0.55% 0.55% 502 0 0.0% Q2 2026 Aug 03, 2026
Weaver Capital Management LLC History No change 88,190 2,213 0.49% 0.49% 503 0 0.0% Q2 2026 Jul 30, 2026
Exchange Bank History Reduced 75,250 2,205 1.36% 1.36% 504 -426 -0.56% Q3 2026 Oct 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 76,114 2,204 0.11% 0.11% 505 0 0.0% Q2 2026 Jul 28, 2026
Regent Peak Wealth Advisors LLC History No change 75,700 2,192 0.41% 0.41% 506 0 0.0% Q2 2026 Jul 10, 2026
COMMERCE BANK History No change 75,010 2,172 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 74,751 2,164 0.03% 0.03% 508 0 0.0% Q2 2026 Aug 10, 2026
Adams Wealth Management History No change 74,350 2,153 0.41% 0.41% 509 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 74,350 2,153 0.35% 0.35% 510 0 0.0% Q2 2026 Aug 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 73,728 2,135 0.13% 0.13% 511 0 0.0% Q2 2026 Jul 31, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 73,715 2,134 0.28% 0.28% 512 0 0.0% Q2 2026 Jul 29, 2026
Bigelow Investment Advisors, LLC History No change 72,116 2,088 0.76% 0.76% 513 0 0.0% Q2 2026 Jul 30, 2026
Csenge Advisory Group History No change 71,774 2,078 0.08% 0.08% 514 0 0.0% Q2 2026 Aug 10, 2026
Pure Financial Advisors, LLC History No change 71,742 2,077 0.03% 0.03% 515 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 71,722 2,077 0.02% 0.02% 516 0 0.0% Q2 2026 Jul 28, 2026
CMH Wealth Management LLC History No change 70,320 2,036 0.31% 0.31% 517 0 0.0% Q2 2026 Jul 09, 2026
Gradient Capital Advisors, LLC History No change 69,938 2,025 0.47% 0.47% 518 0 0.0% Q2 2026 Jul 13, 2026
Newman Dignan & Sheerar, Inc. History No change 69,825 2,022 0.39% 0.39% 519 0 0.0% Q2 2026 Jul 14, 2026
SteelPeak Wealth, LLC History No change 69,633 2,016 0.05% 0.05% 520 0 0.0% Q2 2026 Jul 13, 2026
North Forty Two & Co. History No change 69,100 2,001 1.7% 1.7% 521 0 0.0% Q2 2026 Jul 24, 2026
WFA of San Diego, LLC History No change 66,345 1,996 1.63% 1.63% 522 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 68,655 1,988 0.03% 0.03% 523 0 0.0% Q2 2026 Jul 17, 2026
Vestmark Advisory Solutions, Inc. History No change 68,255 1,976 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 14, 2026
Eley Financial Management, Inc History No change 68,119 1,972 0.64% 0.64% 525 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 67,989 1,968 0.03% 0.03% 526 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Group, LLC History No change 67,973 1,968 0.15% 0.15% 527 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 67,727 1,961 0.56% 0.56% 528 0 0.0% Q2 2026 Jul 24, 2026
Sunpointe, LLC History No change 67,680 1,960 0.56% 0.56% 529 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 67,676 1,959 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 67,545 1,956 0.12% 0.12% 531 0 0.0% Q2 2026 Aug 07, 2026
NorthCoast Asset Management LLC History No change 67,265 1,948 0.04% 0.04% 532 0 0.0% Q2 2026 Aug 12, 2026
waypoint wealth counsel History No change 67,152 1,944 1.22% 1.22% 533 0 0.0% Q2 2026 Aug 04, 2026
S.A. Mason LLC History No change 66,870 1,936 0.59% 0.59% 534 0 0.0% Q2 2026 Jul 31, 2026
FSM Wealth Advisors, LLC History No change 66,877 1,936 0.21% 0.21% 535 0 0.0% Q2 2026 Jul 15, 2026
Range Advisory, LLC History No change 66,755 1,933 0.23% 0.23% 536 0 0.0% Q2 2026 Sep 02, 2026
Value Investment Professionals, LLC History No change 66,283 1,919 1.61% 1.61% 537 0 0.0% Q2 2026 Jul 07, 2026
Missouri Trust & Investment Co History No change 66,245 1,911 0.52% 0.52% 538 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 65,639 1,900 0.07% 0.07% 539 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 65,595 1,899 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 12, 2026
Encompass More Asset Management History No change 64,924 1,880 0.27% 0.27% 541 0 0.0% Q2 2026 Jul 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 64,757 1,875 0.12% 0.12% 542 0 0.0% Q2 2026 Aug 14, 2026
Blossom Wealth Management History No change 64,580 1,870 2.63% 2.63% 543 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 64,224 1,859 0.14% 0.14% 544 0 0.0% Q2 2026 Jul 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 63,600 1,841 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 63,367 1,835 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 27, 2026
Abacus Planning Group, Inc. History No change 63,235 1,831 0.23% 0.23% 547 0 0.0% Q2 2026 Jul 20, 2026
Redhawk Wealth Advisors, Inc. History No change 63,123 1,828 0.18% 0.18% 548 0 0.0% Q2 2026 Jul 09, 2026
Lionshead Wealth Management, LLC History No change 62,911 1,821 1.18% 1.18% 549 0 0.0% Q2 2026 Jul 28, 2026
RKL Wealth Management LLC History No change 62,777 1,818 0.14% 0.14% 550 0 0.0% Q2 2026 Aug 10, 2026
Tolleson Wealth Management, Inc. History No change 62,668 1,814 0.24% 0.24% 551 0 0.0% Q2 2026 Aug 13, 2026
BSW Wealth Partners History No change 62,590 1,812 0.2% 0.2% 552 0 0.0% Q2 2026 Jul 15, 2026
Smartleaf Asset Management LLC History No change 62,775 1,803 0.06% 0.06% 553 0 0.0% Q2 2026 Aug 12, 2026
Northern Lights Advisors, Inc. History No change 62,229 1,802 0.98% 0.98% 554 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 61,667 1,785 0.03% 0.03% 555 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 70,598 1,778 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 61,407 1,778 0.04% 0.04% 557 0 0.0% Q2 2026 Aug 12, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 61,200 1,772 0.2% 0.2% 558 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 61,174 1,771 0.07% 0.07% 559 0 0.0% Q2 2026 Aug 07, 2026
REDW Wealth LLC History No change 60,820 1,761 0.63% 0.63% 560 0 0.0% Q2 2026 Jul 30, 2026
HUB Investment Partners, LLC History No change 60,288 1,745 0.03% 0.03% 561 0 0.0% Q2 2026 Jul 31, 2026
LexAurum Advisors, LLC History No change 59,310 1,717 0.2% 0.2% 562 0 0.0% Q2 2026 Jul 15, 2026
Wealth Architects, LLC History No change 58,763 1,701 0.13% 0.13% 563 0 0.0% Q2 2026 Jul 23, 2026
Everstar Asset Management, LLC History No change 57,759 1,672 0.81% 0.81% 564 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 57,712 1,671 0.01% 0.01% 565 0 0.0% Q2 2026 Jul 24, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 57,249 1,657 0.77% 0.77% 566 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 57,185 1,656 0.04% 0.04% 567 0 0.0% Q2 2026 Jul 31, 2026
Brookwood Investment Group LLC History No change 57,040 1,651 0.19% 0.19% 568 0 0.0% Q2 2026 Jul 23, 2026
Composition Wealth, LLC History No change 56,852 1,646 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 22, 2026
CFO4Life Group, LLC History No change 56,853 1,646 0.22% 0.22% 570 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 56,427 1,634 0.38% 0.38% 571 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 56,223 1,628 0.64% 0.64% 572 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 55,397 1,604 0.13% 0.13% 573 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 55,830 1,596 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 55,830 1,596 0.03% 0.03% 575 0 0.0% Q2 2026 Jul 29, 2026
Ullmann Wealth Partners Group, LLC History No change 55,028 1,593 0.14% 0.14% 576 0 0.0% Q2 2026 Aug 10, 2026
Provident Living Financial Services, Inc. History No change 54,958 1,591 1.57% 1.57% 577 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 54,881 1,589 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 54,711 1,584 0.03% 0.03% 579 0 0.0% Q2 2026 Jul 30, 2026
STALEY CAPITAL ADVISERS INC History No change 54,442 1,576 0.06% 0.06% 580 0 0.0% Q2 2026 Aug 11, 2026
Morling Financial Advisors, LLC History No change 54,435 1,576 0.44% 0.44% 581 0 0.0% Q2 2026 Aug 06, 2026
Acorn Wealth Advisors, LLC History No change 54,416 1,575 0.38% 0.38% 582 0 0.0% Q2 2026 Jul 30, 2026
Fonville Wealth Management LLC History No change 54,129 1,567 0.26% 0.26% 583 0 0.0% Q2 2026 Jul 28, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 53,774 1,557 0.23% 0.23% 584 0 0.0% Q2 2026 Jul 20, 2026
Grant Street Asset Management, Inc. History No change 53,288 1,543 0.25% 0.25% 585 0 0.0% Q2 2026 Aug 05, 2026
WESTBOURNE INVESTMENTS, INC. History No change 53,207 1,540 0.63% 0.63% 586 0 0.0% Q2 2026 Aug 11, 2026
Pasadena Private Wealth, LLC History No change 52,916 1,532 0.19% 0.19% 587 0 0.0% Q2 2026 Aug 10, 2026
Freedom Financial Partners LLC History No change 52,882 1,531 0.5% 0.5% 588 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 52,739 1,527 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 03, 2026
RMG Wealth Management LLC History No change 50,976 1,524 0.16% 0.16% 590 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 52,352 1,516 0.12% 0.12% 591 0 0.0% Q2 2026 Aug 06, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 52,170 1,510 0.49% 0.49% 592 0 0.0% Q2 2026 Jul 15, 2026
Hurley Capital, LLC History No change 51,449 1,489 0.77% 0.77% 593 0 0.0% Q2 2026 Aug 10, 2026
Greenspring Advisors, LLC History No change 51,255 1,484 0.08% 0.08% 594 0 0.0% Q2 2026 Aug 11, 2026
Seascape Capital Management History No change 50,118 1,451 0.35% 0.35% 595 0 0.0% Q2 2026 Jul 21, 2026
Tandem Investment Partners LLC History No change 49,444 1,431 1.1% 1.1% 596 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Solutions Inc. History No change 49,224 1,425 0.54% 0.54% 597 0 0.0% Q2 2026 Jul 13, 2026
Axos Invest Inc. History No change 49,191 1,424 1.04% 1.04% 598 0 0.0% Q2 2026 Aug 07, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 49,067 1,420 0.07% 0.07% 599 0 0.0% Q2 2026 Aug 14, 2026
W.H. Cornerstone Investments Inc. History No change 48,987 1,418 0.8% 0.8% 600 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 48,688 1,410 0.02% 0.02% 601 0 0.0% Q2 2026 Aug 04, 2026
Capital Analysts, LLC History No change 48,692 1,410 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 48,698 1,410 0.21% 0.21% 603 0 0.0% Q2 2026 Aug 13, 2026
Attessa Capital LLC History No change 48,135 1,410 0.6% 0.62% 604 0 0.0% Q3 2026 Oct 08, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 47,847 1,385 0.67% 0.67% 605 0 0.0% Q2 2026 Jul 08, 2026
Eaton Financial Holdings Company, LLC History No change 47,773 1,383 0.38% 0.38% 606 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Planning, LLC History No change 47,712 1,381 0.32% 0.32% 607 0 0.0% Q2 2026 Jul 29, 2026
Traction Financial Partners, LLC History No change 47,335 1,370 0.73% 0.73% 608 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 47,284 1,369 0.06% 0.06% 609 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Group LLC History No change 47,258 1,368 0.48% 0.48% 610 0 0.0% Q2 2026 Jul 21, 2026
Keebeck Wealth Management History No change 46,983 1,360 0.13% 0.13% 611 0 0.0% Q2 2026 Aug 11, 2026
Penobscot Investment Management Company, Inc. History No change 46,720 1,353 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History Added to 45,299 1,352 0.02% 0.01% 613 +10,978 31.99% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 46,431 1,344 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 28, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 46,145 1,336 0.48% 0.48% 615 0 0.0% Q2 2026 Aug 07, 2026
Ketron Financial History No change 45,531 1,318 0.41% 0.41% 616 0 0.0% Q2 2026 Aug 05, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 45,324 1,312 0.07% 0.07% 617 0 0.0% Q2 2026 Jul 13, 2026
L.K. Benson & Company, P.C. History No change 45,297 1,311 0.4% 0.4% 618 0 0.0% Q2 2026 Jul 24, 2026
Tidal Investments LLC History No change 45,100 1,306 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 44,302 1,283 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 20, 2026
Smith & Howard Wealth Management, LLC History No change 44,085 1,276 0.25% 0.25% 621 0 0.0% Q2 2026 Aug 03, 2026
Ballast Rock Private Wealth LLC History No change 43,782 1,267 0.59% 0.59% 622 0 0.0% Q2 2026 Aug 10, 2026
Colorado Capital Management, Inc. History No change 43,678 1,265 0.43% 0.43% 623 0 0.0% Q2 2026 Jul 08, 2026
Oakwell Private Wealth Management, LLC History No change 43,541 1,260 0.21% 0.21% 624 0 0.0% Q2 2026 Aug 03, 2026
OARSMAN CAPITAL, INC. History No change 43,292 1,253 0.13% 0.13% 625 0 0.0% Q2 2026 Aug 07, 2026
Smith Salley Wealth Management History No change 42,928 1,243 0.05% 0.05% 626 0 0.0% Q2 2026 Jul 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 42,859 1,241 0.03% 0.03% 627 0 0.0% Q2 2026 Jul 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 41,914 1,228 0.2% 0.22% 628 -3,325 -7.35% Q3 2026 Oct 08, 2026
McCarthy Asset Management, Inc. History No change 42,395 1,227 0.58% 0.58% 629 0 0.0% Q2 2026 Aug 10, 2026
SVB WEALTH LLC History No change 42,278 1,224 0.08% 0.08% 630 0 0.0% Q2 2026 Jul 17, 2026
Hamilton Wealth, LLC History No change 42,246 1,223 0.22% 0.22% 631 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 42,163 1,221 0.04% 0.04% 632 0 0.0% Q2 2026 Jul 24, 2026
Summit Place Financial Advisors, LLC History No change 41,614 1,205 0.53% 0.53% 633 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Management, LLC History No change 41,259 1,194 0.06% 0.06% 634 0 0.0% Q2 2026 Jul 09, 2026
Altus Wealth Group LLC History No change 41,163 1,192 0.43% 0.43% 635 0 0.0% Q2 2026 Jul 17, 2026
Mengis Capital Management, Inc. History No change 41,072 1,189 0.18% 0.18% 636 0 0.0% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History No change 40,725 1,179 0.01% 0.01% 637 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors, Ltd. LLC History No change 40,568 1,175 0.12% 0.12% 638 0 0.0% Q2 2026 Jul 16, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 40,273 1,166 3.28% 3.28% 639 0 0.0% Q2 2026 Jul 30, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 40,151 1,162 0.39% 0.39% 640 0 0.0% Q2 2026 Jul 21, 2026
Carolina Wealth Management Inc History No change 39,861 1,154 0.53% 0.53% 641 0 0.0% Q2 2026 Aug 11, 2026
Waycross Investment Management Co History No change 39,717 1,150 0.88% 0.88% 642 0 0.0% Q2 2026 Jul 14, 2026
BARRETT & COMPANY, INC. History No change 39,693 1,149 0.32% 0.32% 643 0 0.0% Q2 2026 Jul 24, 2026
TOMPKINS FINANCIAL CORP History No change 38,998 1,143 0.08% 0.08% 644 0 0.0% Q3 2026 Oct 05, 2026
Fulcrum Equity Management History No change 39,412 1,141 0.84% 0.84% 645 0 0.0% Q2 2026 Jul 09, 2026
Miller Capital Partners, Inc. History No change 39,423 1,141 0.44% 0.44% 646 0 0.0% Q2 2026 Aug 12, 2026
Evanson Financial, LLC History No change 38,978 1,128 0.06% 0.06% 647 0 0.0% Q2 2026 Jul 07, 2026
Soltis Investment Advisors LLC History No change 38,731 1,121 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 38,677 1,120 0.03% 0.03% 649 0 0.0% Q2 2026 Aug 07, 2026
One Day In July LLC History No change 38,690 1,120 0.08% 0.08% 650 0 0.0% Q2 2026 Aug 03, 2026
Twelve Points Wealth Management LLC History No change 38,675 1,120 0.22% 0.22% 651 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 38,641 1,119 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 03, 2026
BLB&B Advisors, LLC History No change 38,391 1,111 0.04% 0.04% 653 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Family Advisors, LLC History No change 38,360 1,110 0.47% 0.47% 654 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 38,258 1,107 0.06% 0.06% 655 0 0.0% Q2 2026 Jul 29, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 38,193 1,106 0.11% 0.11% 656 0 0.0% Q2 2026 Jul 27, 2026
BlueStem Wealth Partners, LLC History No change 38,198 1,106 0.11% 0.11% 657 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History No change 38,096 1,103 0.13% 0.13% 658 0 0.0% Q2 2026 Jul 22, 2026
Nuveen, LLC History No change 37,819 1,095 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 11, 2026
Plancorp, LLC History No change 37,618 1,089 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 14, 2026
Abound Wealth Management History No change 37,430 1,083 0.21% 0.21% 661 0 0.0% Q2 2026 Jul 10, 2026
High Probability Advisors, LLC History No change 37,355 1,081 0.12% 0.12% 662 0 0.0% Q2 2026 Jul 13, 2026
Madrid Wealth Management, LLC History No change 37,342 1,081 0.71% 0.71% 663 0 0.0% Q2 2026 Jul 31, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 36,744 1,076 0.32% 0.34% 665 -306 -0.83% Q3 2026 Oct 01, 2026
Ironwood Financial, llc History No change 37,158 1,076 0.17% 0.17% 664 0 0.0% Q2 2026 Jul 17, 2026
Advisory Alpha, LLC History No change 37,133 1,075 0.03% 0.03% 666 0 0.0% Q2 2026 Aug 11, 2026
FF Advisors,LLC History No change 37,005 1,071 0.4% 0.4% 667 0 0.0% Q2 2026 Jul 29, 2026
Guardian Wealth Management, Inc. History No change 36,953 1,070 0.53% 0.53% 668 0 0.0% Q2 2026 Jul 13, 2026
CAP Partners, LLC History No change 36,893 1,068 0.52% 0.52% 669 0 0.0% Q2 2026 Jul 30, 2026
Phocas Financial Corp. History No change 36,417 1,054 0.15% 0.15% 670 0 0.0% Q2 2026 Jul 30, 2026
Diligent Investors, LLC History No change 36,374 1,053 0.23% 0.23% 671 0 0.0% Q2 2026 Jul 24, 2026
WLTH Capital Management, LLC History No change 36,339 1,052 0.67% 0.67% 672 0 0.0% Q2 2026 Jul 09, 2026
Ethic Inc. History No change 36,280 1,050 0.01% 0.01% 673 0 0.0% Q2 2026 Jul 29, 2026
Bedel Financial Consulting, Inc. History No change 35,914 1,040 0.1% 0.1% 674 0 0.0% Q2 2026 Jul 29, 2026
Lynx Investment Advisory History No change 35,692 1,033 0.34% 0.34% 675 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 35,593 1,030 0.23% 0.23% 676 0 0.0% Q2 2026 Jul 07, 2026
Burton Enright Welch History No change 35,105 1,016 0.12% 0.12% 677 0 0.0% Q2 2026 Jul 17, 2026
WEALTHGARDEN F.S. LLC History No change 35,074 1,015 0.58% 0.58% 678 0 0.0% Q2 2026 Jul 31, 2026
Snowden Capital Advisors LLC History No change 34,926 1,011 0.02% 0.02% 679 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 34,646 1,003 0.47% 0.47% 680 0 0.0% Q2 2026 Aug 07, 2026
Next Capital Management LLC History No change 34,620 1,002 0.27% 0.27% 681 0 0.0% Q2 2026 Aug 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 34,174 1,001 0.68% 0.68% 683 +14 0.04% Q3 2026 Oct 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 34,598 1,001 0.03% 0.03% 682 0 0.0% Q2 2026 Aug 04, 2026
NorthRock Partners, LLC History No change 34,542 1,000 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 11, 2026
COUNTRY TRUST BANK History No change 34,485 998 0.02% 0.02% 685 0 0.0% Q2 2026 Jul 15, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 34,485 998 0.08% 0.08% 686 0 0.0% Q2 2026 Aug 14, 2026
Milestones Private Investment Advisors LLC History No change 34,389 995 0.79% 0.79% 687 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 34,300 993 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 13, 2026
Mission Creek Capital Partners, Inc. History No change 34,275 992 0.17% 0.17% 689 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 34,204 990 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 11, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 34,200 990 0.88% 0.88% 691 0 0.0% Q2 2026 Aug 05, 2026
Mason & Associates Inc History No change 34,140 988 0.16% 0.16% 692 0 0.0% Q2 2026 Jul 23, 2026
DecisionMap Wealth Management, LLC History No change 34,060 986 0.55% 0.55% 693 0 0.0% Q2 2026 Jul 21, 2026
Indie Asset Partners, LLC History No change 33,858 980 0.94% 0.94% 694 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 33,423 966 0.18% 0.18% 695 0 0.0% Q2 2026 Aug 05, 2026
Beacon Capital Management, LLC History No change 33,208 961 0.14% 0.14% 696 0 0.0% Q2 2026 Jul 29, 2026
LAWOOD & CO History No change 32,510 952 0.66% 0.64% 697 0 0.0% Q3 2026 Oct 09, 2026
Magnus Financial Group LLC History No change 32,841 951 0.07% 0.07% 698 0 0.0% Q2 2026 Jul 09, 2026
Grandview Asset Management LLC History No change 32,833 950 0.24% 0.24% 699 0 0.0% Q2 2026 Jul 24, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 32,709 947 0.99% 0.99% 700 0 0.0% Q2 2026 Jul 13, 2026
Geneos Wealth Management Inc. History No change 32,553 942 0.02% 0.02% 701 0 0.0% Q2 2026 Aug 06, 2026
Foster Victor Wealth Advisors, LLC History No change 32,345 940 0.05% 0.05% 702 0 0.0% Q2 2026 Jul 22, 2026
Consilium Wealth Advisory, LLC History No change 32,405 938 0.28% 0.28% 703 0 0.0% Q2 2026 Aug 10, 2026
Hudock, Inc. History No change 32,196 932 0.12% 0.12% 704 0 0.0% Q2 2026 Jul 31, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 32,164 931 0.12% 0.12% 705 0 0.0% Q2 2026 Aug 11, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 31,992 926 0.18% 0.18% 706 0 0.0% Q2 2026 Jul 17, 2026
LaSalle St. Investment Advisors, LLC History No change 31,788 920 0.11% 0.11% 707 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 31,470 911 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 13, 2026
Veracity Capital LLC History No change 31,020 909 0.24% 0.24% 709 0 0.0% Q3 2026 Oct 08, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 31,359 908 0.05% 0.05% 710 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 31,351 907 0.04% 0.04% 711 0 0.0% Q2 2026 Jul 23, 2026
Joel Isaacson & Co., LLC History No change 31,022 898 0.03% 0.03% 712 0 0.0% Q2 2026 Aug 04, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 30,952 896 0.09% 0.09% 713 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 30,875 894 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 11, 2026
Womack Financial LLC History No change 30,891 894 0.59% 0.59% 715 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History No change 30,825 892 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 13, 2026
Fisher Asset Management, LLC History No change 30,562 885 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 04, 2026
Capital Planning LLC History No change 30,216 885 0.24% 0.25% 718 0 0.0% Q3 2026 Oct 09, 2026
Ironwood Investment Counsel, LLC History No change 30,541 884 0.12% 0.12% 719 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 30,502 883 0.26% 0.26% 720 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 30,390 880 0.04% 0.04% 721 0 0.0% Q2 2026 Aug 20, 2026
Orion Porfolio Solutions, LLC History No change 30,292 877 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 30,186 874 0.01% 0.01% 723 0 0.0% Q2 2026 Jul 23, 2026
Hills Bank & Trust Co History No change 30,000 868 0.04% 0.04% 724 0 0.0% Q2 2026 Aug 10, 2026
Bowie Capital Management, LLC History No change 30,000 868 0.04% 0.04% 725 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 30,000 868 0.02% 0.02% 726 0 0.0% Q2 2026 Aug 11, 2026
Tannin Capital LLC History No change 29,704 860 0.57% 0.57% 727 0 0.0% Q2 2026 Aug 04, 2026
Horizon Investment Services, LLC History No change 29,578 856 0.24% 0.24% 728 0 0.0% Q2 2026 Aug 06, 2026
OneAscent Wealth Management LLC History No change 29,445 852 0.25% 0.25% 729 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 29,352 850 0.05% 0.05% 730 0 0.0% Q2 2026 Jul 28, 2026
GatePass Capital, LLC History No change 29,167 844 0.32% 0.32% 731 0 0.0% Q2 2026 Jul 30, 2026
Crewe Advisors LLC History No change 29,076 842 0.06% 0.06% 732 0 0.0% Q2 2026 Jul 23, 2026
BNC WEALTH MANAGEMENT, LLC History No change 29,068 841 0.2% 0.2% 733 0 0.0% Q2 2026 Jul 21, 2026
Sightline Wealth Advisors, LLC History No change 28,886 836 0.31% 0.31% 734 0 0.0% Q2 2026 Jul 22, 2026
First Fiduciary Investment Counsel, Inc. History No change 28,818 835 0.16% 0.16% 735 0 0.0% Q2 2026 Jul 27, 2026
Avidian Wealth Enterprises, LLC History Added to 28,306 829 0.02% 0.02% 736 +55 0.19% Q3 2026 Oct 08, 2026
Northern Capital Management, Inc. History No change 28,633 829 0.35% 0.35% 737 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 28,600 828 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History Added to 28,066 822 0.05% 0.04% 740 +7,230 34.7% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 28,391 822 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 13, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 28,315 820 0.73% 0.73% 741 0 0.0% Q2 2026 Jul 09, 2026
BANTAMAC CAPITAL, LLC History No change 28,200 816 0.42% 0.42% 742 0 0.0% Q2 2026 Aug 10, 2026
MARQUETTE ASSOCIATES, INC. History No change 27,896 807 0.59% 0.59% 743 0 0.0% Q2 2026 Aug 14, 2026
TRUE BLUE FINANCIAL, LLC History No change 27,801 805 0.34% 0.34% 744 0 0.0% Q2 2026 Jul 17, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 27,425 794 0.05% 0.05% 745 0 0.0% Q2 2026 Jul 31, 2026
Total Clarity Wealth Management, Inc. History No change 27,425 794 0.15% 0.15% 746 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 27,403 793 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 07, 2026
Perennial Advisors, LLC History No change 27,350 792 0.12% 0.12% 748 0 0.0% Q2 2026 Jul 13, 2026
Twele Capital Management, Inc. History No change 27,279 790 0.13% 0.13% 749 0 0.0% Q2 2026 Jul 14, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 27,213 788 0.35% 0.35% 750 0 0.0% Q2 2026 Aug 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 26,594 779 0.15% 0.16% 751 -54 -0.2% Q3 2026 Oct 05, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 26,834 777 0.25% 0.25% 752 0 0.0% Q2 2026 Jul 24, 2026
Pacific Capital Wealth Advisors, Inc. History No change 26,829 776 0.12% 0.12% 753 0 0.0% Q2 2026 Jul 09, 2026
Root Financial Partners, LLC History No change 26,800 776 0.03% 0.03% 754 0 0.0% Q2 2026 Jul 29, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 26,585 769 0.5% 0.5% 755 0 0.0% Q2 2026 Aug 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 26,516 767 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 14, 2026
ADE, LLC History No change 26,502 767 0.32% 0.32% 757 0 0.0% Q2 2026 Aug 04, 2026
Apex Wealth Management, LLC History No change 26,495 767 0.47% 0.47% 758 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 26,110 756 0.07% 0.07% 759 0 0.0% Q2 2026 Aug 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 26,059 754 0.08% 0.08% 760 0 0.0% Q2 2026 Jul 22, 2026
R. W. Roge & Company, Inc. History No change 25,969 752 0.31% 0.31% 761 0 0.0% Q2 2026 Jul 31, 2026
Advisor OS, LLC History No change 25,944 751 0.05% 0.05% 762 0 0.0% Q2 2026 Aug 05, 2026
McAdam, LLC History No change 25,519 739 0.03% 0.03% 763 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 25,506 738 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 06, 2026
Scott & Selber, Inc. History No change 25,448 736 0.16% 0.16% 765 0 0.0% Q2 2026 Jul 08, 2026
Worth Asset Management, LLC History Added to 25,075 734 0.21% 0.18% 766 +6,073 31.96% Q3 2026 Oct 07, 2026
Shepherd Street Advisors LLC History No change 25,097 731 0.64% 0.64% 767 0 0.0% Q2 2026 Jul 24, 2026
Apollon Wealth Management, LLC History No change 25,238 730 0.01% 0.01% 768 0 0.0% Q2 2026 Jul 22, 2026
Greenline Partners, LLC History No change 25,176 729 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 14, 2026
Walkner Condon Financial Advisors LLC History No change 25,140 728 0.08% 0.08% 770 0 0.0% Q2 2026 Jul 27, 2026
Shakespeare Wealth Management, LLC History No change 25,089 726 0.19% 0.19% 771 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Bancorp, Inc. History No change 25,092 726 0.19% 0.19% 772 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Point Investment Advisors, LLC History No change 25,067 725 0.1% 0.1% 773 0 0.0% Q2 2026 Jul 28, 2026
EWA, LLC History No change 25,037 725 0.13% 0.13% 774 0 0.0% Q2 2026 Jul 14, 2026
Bridgewater Advisors Inc. History No change 24,728 723 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 24,777 717 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 12, 2026
OLIO Financial Planning History No change 24,779 717 0.18% 0.18% 777 0 0.0% Q2 2026 Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 24,379 706 0.07% 0.07% 778 0 0.0% Q2 2026 Aug 11, 2026
Reliant Wealth Planning History No change 24,003 695 0.19% 0.19% 779 0 0.0% Q2 2026 Aug 07, 2026
Rollins Financial Advisors, LLC History No change 23,877 691 0.09% 0.09% 780 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 23,835 690 0.02% 0.02% 781 0 0.0% Q2 2026 Jul 31, 2026
ADVISORTRUST PARTNERS, LLC History No change 23,833 690 0.24% 0.24% 782 0 0.0% Q2 2026 Aug 10, 2026
Foundation Wealth Management, LLC\PA History No change 23,694 686 0.21% 0.21% 783 0 0.0% Q2 2026 Jul 21, 2026
IMC-Chicago, LLC History No change 23,489 680 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 06, 2026
IRON Financial LLC History No change 23,421 678 0.28% 0.28% 785 0 0.0% Q2 2026 Jul 22, 2026
TRITONPOINT WEALTH, LLC History No change 23,412 678 0.07% 0.07% 786 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 23,412 678 0.06% 0.06% 787 0 0.0% Q2 2026 Aug 13, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 23,250 673 0.15% 0.15% 788 0 0.0% Q2 2026 Jul 07, 2026
Abacus Wealth Partners, LLC History No change 23,261 673 0.07% 0.07% 789 0 0.0% Q2 2026 Jul 22, 2026
FOSTER & MOTLEY INC History No change 23,193 672 0.03% 0.03% 790 0 0.0% Q2 2026 Aug 07, 2026
GS Investments, Inc. History No change 23,220 672 0.49% 0.49% 791 0 0.0% Q2 2026 Aug 06, 2026
Aquire Wealth Advisors, LLC History No change 23,143 670 0.15% 0.15% 792 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 23,020 666 0.05% 0.05% 793 0 0.0% Q2 2026 Jul 21, 2026
Summit Asset Management, LLC History No change 22,974 665 0.09% 0.09% 794 0 0.0% Q2 2026 Aug 06, 2026
Black Diamond Financial, LLC History No change 22,994 665 0.06% 0.06% 795 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 22,988 665 0.01% 0.01% 796 0 0.0% Q2 2026 Aug 18, 2026
Capstone Financial Advisors, Inc. History No change 22,880 662 0.03% 0.03% 797 0 0.0% Q2 2026 Aug 14, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 22,835 661 0.09% 0.09% 798 0 0.0% Q2 2026 Jul 24, 2026
Integris Wealth Management, LLC History No change 22,828 661 0.13% 0.13% 799 0 0.0% Q2 2026 Jul 10, 2026
Annex Advisory Services, LLC History No change 22,758 659 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 10, 2026
PGIM Custom Harvest LLC History No change 22,570 653 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 13, 2026
Tandem Wealth Advisors LLC History No change 22,524 652 0.26% 0.26% 802 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 22,521 652 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 21, 2026
Custos Family Office, LLC History No change 22,503 651 0.39% 0.39% 804 0 0.0% Q2 2026 Aug 19, 2026
Kilner Capital Advisors, LLC History No change 22,286 648 0.56% 0.56% 805 0 0.0% Q2 2026 Jul 13, 2026
Aletheian Wealth Advisors LLC History No change 22,072 646 0.26% 0.27% 806 0 0.0% Q3 2026 Oct 08, 2026
LANDAAS & CO /WI /ADV History No change 22,280 645 0.12% 0.12% 807 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 22,249 644 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 13, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 22,113 637 0.07% 0.07% 809 0 0.0% Q2 2026 Aug 03, 2026
Mayflower Financial Advisors, LLC History No change 21,939 635 0.05% 0.05% 810 0 0.0% Q2 2026 Jul 09, 2026
Stone Summit Wealth LLC History No change 21,859 633 0.16% 0.16% 811 0 0.0% Q2 2026 Jul 23, 2026
Prepared Retirement Institute LLC History No change 21,795 631 0.27% 0.27% 812 0 0.0% Q2 2026 Aug 10, 2026
Faithward Advisors, LLC History No change 21,788 630 0.08% 0.08% 813 0 0.0% Q2 2026 Aug 12, 2026
BENNETT SELBY INVESTMENTS LP History No change 21,779 630 0.2% 0.2% 814 0 0.0% Q2 2026 Jul 24, 2026
Cambria Investment Management, L.P. History No change 21,749 629 0.03% 0.03% 815 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 21,749 629 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 14, 2026
Waterford Advisors, LLC History No change 21,744 629 0.17% 0.17% 817 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 21,636 626 0.02% 0.02% 818 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Capital Wealth Advisors History No change 21,625 626 0.42% 0.42% 819 0 0.0% Q2 2026 Jul 23, 2026
Sovereign Financial Group, Inc. History No change 21,492 622 0.1% 0.1% 820 0 0.0% Q2 2026 Jul 24, 2026
CULLEN/FROST BANKERS, INC. History No change 21,450 621 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 27, 2026
SHUTTLEWORTH & Co History No change 21,449 621 0.5% 0.5% 822 0 0.0% Q2 2026 Aug 05, 2026
Hirtle & Co., LLC History No change 21,347 618 0.02% 0.02% 823 0 0.0% Q2 2026 Aug 14, 2026
Shira Ridge Wealth Management History No change 21,114 618 0.21% 0.21% 824 0 0.0% Q3 2026 Oct 08, 2026
PRAIRIE ADVISORY, LLC History No change 21,370 618 0.14% 0.14% 825 0 0.0% Q2 2026 Jul 20, 2026
Denver PWM, LLC History No change 20,364 611 0.2% 0.2% 826 0 0.0% Q2 2026 Aug 17, 2026
Broadleaf Partners, LLC History No change 21,055 609 0.12% 0.12% 827 0 0.0% Q2 2026 Aug 13, 2026
Layline Advisors, LLC History No change 21,007 608 0.55% 0.55% 828 0 0.0% Q2 2026 Aug 20, 2026
Keener Financial Planning LLC History No change 21,006 608 0.22% 0.22% 829 0 0.0% Q2 2026 Jul 31, 2026
Traynor Capital Management, Inc. History No change 20,955 606 0.03% 0.03% 830 0 0.0% Q2 2026 Jul 22, 2026
Clay Northam Wealth Management, LLC History No change 20,916 605 0.3% 0.3% 831 0 0.0% Q2 2026 Aug 10, 2026
Solutions 4 Wealth, Ltd History No change 20,894 605 0.78% 0.78% 832 0 0.0% Q2 2026 Jul 29, 2026
Goelzer Investment Management, Inc. History No change 20,807 602 0.03% 0.03% 833 0 0.0% Q2 2026 Jul 14, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History No change 20,500 600 0.39% 0.4% 834 0 0.0% Q3 2026 Oct 06, 2026
Blankinship & Foster, LLC History No change 20,581 596 0.12% 0.12% 835 0 0.0% Q2 2026 Jul 30, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 20,474 593 0.39% 0.39% 836 0 0.0% Q2 2026 Jul 10, 2026
Centric Wealth Management History No change 21,359 592 0.09% 0.09% 837 0 0.0% Q2 2026 Aug 06, 2026
Three Bridge Wealth Advisors, LLC History No change 20,401 590 0.15% 0.15% 838 0 0.0% Q2 2026 Jul 27, 2026
CDKV HOLDINGS LLC History No change 20,391 590 0.46% 0.46% 839 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 20,314 588 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 06, 2026
AF Advisors, Inc. History No change 20,256 586 0.29% 0.29% 841 0 0.0% Q2 2026 Jul 31, 2026
EVERETT HARRIS & CO /CA/ History No change 20,175 584 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 20,052 580 0.05% 0.05% 843 0 0.0% Q2 2026 Jul 28, 2026
Northstar Financial Companies, Inc. History No change 19,975 578 0.39% 0.39% 844 0 0.0% Q2 2026 Aug 06, 2026
TrustWell Financial Advisors, LLC History No change 19,868 575 0.49% 0.49% 845 0 0.0% Q2 2026 Jul 22, 2026
Seneca House Advisors History No change 19,788 573 0.2% 0.2% 846 0 0.0% Q2 2026 Jul 31, 2026
Aull & Monroe Investment Management Corp History No change 19,739 571 0.24% 0.24% 847 0 0.0% Q2 2026 Jul 20, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 19,691 570 0.17% 0.17% 848 0 0.0% Q2 2026 Jul 29, 2026
Wernau Asset Management Inc. History No change 19,554 566 0.29% 0.29% 849 0 0.0% Q2 2026 Jul 31, 2026
Harbor Asset Planning, Inc. History No change 19,454 563 0.42% 0.42% 850 0 0.0% Q2 2026 Jul 22, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 19,341 560 0.26% 0.26% 851 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 19,327 559 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 23, 2026
RIA Advisory Group LLC History No change 19,306 559 0.12% 0.12% 853 0 0.0% Q2 2026 Jul 23, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 19,237 557 0.08% 0.08% 854 0 0.0% Q2 2026 Jul 20, 2026
Baldwin Investment Management, LLC History No change 19,212 556 0.05% 0.05% 855 0 0.0% Q2 2026 Jul 28, 2026
71 West Capital Partners History No change 19,185 555 0.02% 0.02% 856 0 0.0% Q2 2026 Aug 04, 2026
Anchor Investment Management, LLC History No change 19,086 552 0.04% 0.04% 857 0 0.0% Q2 2026 Sep 15, 2026
Balefire, LLC History No change 18,840 552 0.09% 0.09% 858 0 0.0% Q3 2026 Oct 09, 2026
Trust Point Inc. History No change 18,962 549 0.05% 0.05% 859 0 0.0% Q2 2026 Jul 08, 2026
Gilbert & Cook, Inc. History No change 18,979 549 0.06% 0.06% 860 0 0.0% Q2 2026 Jul 28, 2026
Allegiance Financial Group Advisory Services LLC History No change 18,945 548 0.09% 0.09% 861 0 0.0% Q2 2026 Jul 27, 2026
Clarity Capital Advisors, LLC History No change 18,897 547 0.23% 0.23% 862 0 0.0% Q2 2026 Jul 13, 2026
Revolve Wealth Partners, LLC History No change 18,775 543 0.06% 0.06% 863 0 0.0% Q2 2026 Jul 09, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 18,746 542 0.03% 0.03% 864 0 0.0% Q2 2026 Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 18,608 538 0.03% 0.03% 865 0 0.0% Q2 2026 Jul 28, 2026
Your Advocates Ltd., LLP History No change 18,482 535 0.15% 0.15% 866 0 0.0% Q2 2026 Aug 05, 2026
Hardin Capital Partners, LLC History Reduced 18,188 533 0.26% 0.25% 867 -333 -1.8% Q3 2026 Oct 08, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 18,391 532 0.16% 0.16% 868 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 17,358 531 0.33% 0.33% 869 0 0.0% Q2 2026 Aug 14, 2026
Canvas Wealth Advisors, LLC History No change 18,244 528 0.07% 0.07% 870 0 0.0% Q2 2026 Jul 10, 2026
Opulen Financial Group LLC History No change 18,203 527 0.33% 0.33% 871 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 18,147 525 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 11, 2026
Shepherd Financial Partners LLC History No change 18,148 525 0.04% 0.04% 873 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 18,126 524 0.03% 0.03% 874 0 0.0% Q2 2026 Aug 12, 2026
Royal Capital Wealth Management, LLC History No change 18,101 524 0.29% 0.29% 875 0 0.0% Q2 2026 Aug 14, 2026
Armbruster Capital Management, Inc. History No change 18,071 523 0.08% 0.08% 876 0 0.0% Q2 2026 Jul 16, 2026
SAGE RHINO CAPITAL LLC History No change 18,071 523 0.08% 0.08% 877 0 0.0% Q2 2026 Aug 03, 2026
REGIONS FINANCIAL CORP History No change 18,051 522 0.0% 0.0% 878 0 0.0% Q2 2026 Aug 10, 2026
Naviter Wealth, LLC History No change 18,024 521 0.05% 0.05% 879 0 0.0% Q2 2026 Aug 07, 2026
Old North State Wealth Management, LLC History No change 17,893 518 0.22% 0.22% 880 0 0.0% Q2 2026 Jul 17, 2026
SAGE FINANCIAL GROUP INC History No change 17,828 516 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 21, 2026
Garde Capital, Inc. History No change 17,776 514 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA INVESTMENTS, LP History No change 17,700 512 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 14, 2026
Lakeridge Wealth Management LLC History No change 17,680 512 0.19% 0.19% 884 0 0.0% Q2 2026 Jul 14, 2026
SEI INVESTMENTS CO History No change 17,629 510 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 17,576 509 0.01% 0.01% 886 0 0.0% Q2 2026 Aug 14, 2026
Clarity Wealth Advisors, LLC History No change 17,549 508 0.09% 0.09% 887 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 17,152 502 0.03% 0.03% 889 +23 0.13% Q3 2026 Oct 09, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 17,360 502 0.15% 0.15% 888 0 0.0% Q2 2026 Aug 04, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 17,275 500 0.04% 0.04% 890 0 0.0% Q2 2026 Jul 20, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 17,298 500 0.05% 0.05% 891 0 0.0% Q2 2026 Jul 16, 2026
Stonebridge Capital Advisors LLC History No change 17,063 494 0.03% 0.03% 892 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 17,048 493 0.02% 0.02% 893 0 0.0% Q2 2026 Jul 23, 2026
MEMBERS WEALTH LLC History No change 17,051 493 0.27% 0.27% 894 0 0.0% Q2 2026 Jul 09, 2026
Gibson Capital, LLC History No change 16,929 490 0.08% 0.08% 895 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 16,475 490 0.14% 0.14% 896 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 16,907 489 0.04% 0.04% 897 0 0.0% Q2 2026 Jul 07, 2026
Klingman & Associates, LLC History No change 16,862 488 0.02% 0.02% 898 0 0.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History No change 16,805 486 0.02% 0.02% 899 0 0.0% Q2 2026 Aug 06, 2026
American Money Management, LLC History No change 16,800 486 0.07% 0.07% 900 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIENT ADVISORS LLC History No change 16,772 485 0.07% 0.07% 901 0 0.0% Q2 2026 Aug 07, 2026
United Asset Strategies, Inc. History No change 16,737 484 0.03% 0.03% 902 0 0.0% Q2 2026 Jul 13, 2026
GC Wealth Management RIA, LLC History No change 16,740 484 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 16, 2026
West Financial Advisors, LLC History No change 16,681 483 0.07% 0.07% 904 0 0.0% Q2 2026 Jul 08, 2026
MONECO ADVISORS, LLC History No change 16,642 481 0.03% 0.03% 905 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 16,662 481 0.06% 0.06% 906 0 0.0% Q2 2026 Jul 29, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 16,390 480 0.04% 0.04% 907 -218 -1.31% Q3 2026 Oct 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 16,557 479 0.01% 0.01% 908 0 0.0% Q2 2026 Jul 17, 2026
Aviance Capital Partners, LLC History No change 16,563 479 0.05% 0.05% 909 0 0.0% Q2 2026 Jul 30, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 16,544 479 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 13, 2026
Resolute Advisors LLC History No change 16,515 478 0.11% 0.11% 911 0 0.0% Q2 2026 Aug 14, 2026
Trevian Wealth Management LLC History No change 16,490 477 0.2% 0.2% 912 0 0.0% Q2 2026 Jul 24, 2026
FIRST MANHATTAN CO. LLC. History No change 16,390 474 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 16,398 474 0.03% 0.03% 914 0 0.0% Q2 2026 Jul 13, 2026
Accurate Wealth Management, LLC History No change 16,225 473 0.05% 0.05% 915 0 0.0% Q2 2026 Jul 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,047 464 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 15,992 463 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 13, 2026
Verum Partners LLC History No change 16,002 463 0.07% 0.07% 918 0 0.0% Q2 2026 Jul 22, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 15,879 459 0.08% 0.08% 919 0 0.0% Q2 2026 Jul 21, 2026
Live Oak Investment Partners History No change 15,828 458 0.25% 0.25% 920 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 15,846 458 0.03% 0.03% 921 0 0.0% Q2 2026 Aug 05, 2026
Barnes Wealth Management Group, Inc History No change 15,822 458 0.21% 0.21% 922 0 0.0% Q2 2026 Jul 24, 2026
Bill Few Associates, Inc. History No change 15,426 452 0.09% 0.09% 923 0 0.0% Q3 2026 Oct 09, 2026
Signal Advisors Wealth, LLC History No change 15,604 451 0.02% 0.02% 924 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History Reduced 15,330 449 0.01% 0.01% 925 -110 -0.71% Q3 2026 Oct 08, 2026
HBW ADVISORY SERVICES LLC History No change 15,533 449 0.04% 0.04% 926 0 0.0% Q2 2026 Jul 16, 2026
Y-Intercept (Hong Kong) Ltd History No change 15,445 447 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 13, 2026
PFG Investments, LLC History No change 15,447 447 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 23, 2026
Aspen Capital Management, LLC History No change 15,463 447 0.1% 0.1% 929 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 15,411 446 0.04% 0.04% 930 0 0.0% Q2 2026 Jul 16, 2026
Balentine LLC History No change 15,426 446 0.02% 0.02% 931 0 0.0% Q2 2026 Aug 06, 2026
Steffes Financial, Ltd. History No change 15,422 446 0.19% 0.19% 932 0 0.0% Q2 2026 Aug 14, 2026
Ground Swell Capital, LLC History No change 15,359 444 0.48% 0.48% 933 0 0.0% Q2 2026 Aug 05, 2026
Broadview Financial Management, LLC History No change 15,362 444 0.27% 0.27% 934 0 0.0% Q2 2026 Aug 12, 2026
Financial Synergies Wealth Advisors, Inc. History No change 15,352 444 0.04% 0.04% 935 0 0.0% Q2 2026 Jul 17, 2026
John W. Brooker & Co., CPAs History No change 15,301 443 0.54% 0.54% 936 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 15,325 443 0.03% 0.03% 937 0 0.0% Q2 2026 Jul 20, 2026
Goldstein Advisors, LLC History No change 15,294 442 0.04% 0.04% 938 0 0.0% Q2 2026 Jul 20, 2026
Glenview Trust Co History No change 15,235 441 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 18, 2026
Kohmann Bosshard Financial Services, LLC History No change 15,239 441 0.04% 0.04% 940 0 0.0% Q2 2026 Jul 14, 2026
Cooke Wealth Management, LLC History No change 15,247 441 0.36% 0.36% 941 0 0.0% Q2 2026 Jul 16, 2026
Able Wealth Management LLC History No change 15,190 439 0.1% 0.1% 942 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Advisors, LLC History No change 15,083 436 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 15,050 435 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 13, 2026
Fortune Financial Group, Inc. History No change 15,052 435 0.34% 0.34% 945 0 0.0% Q2 2026 Jul 24, 2026
CULBERTSON A N & CO INC History No change 15,000 434 0.05% 0.05% 946 0 0.0% Q2 2026 Jul 29, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 14,984 433 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Capital Management, LLC History No change 14,963 433 0.1% 0.1% 948 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 14,888 431 0.02% 0.02% 949 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 14,783 428 0.1% 0.1% 950 0 0.0% Q2 2026 Jul 31, 2026
Vickerman Investment Advisors, Inc. History No change 14,745 427 0.08% 0.08% 951 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 14,535 426 0.01% — 952 +14,535 New Q3 2026 Oct 05, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 14,690 425 0.08% 0.08% 953 0 0.0% Q2 2026 Jul 09, 2026
Parkside Financial Bank & Trust History No change 14,640 423 0.03% 0.03% 954 0 0.0% Q2 2026 Sep 04, 2026
Journey Advisory Group, LLC History No change 14,630 423 0.03% 0.03% 955 0 0.0% Q2 2026 Aug 04, 2026
Capital Group Private Client Services, Inc. History No change 14,500 419 0.01% 0.01% 956 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 14,287 418 0.04% 0.04% 957 +39 0.27% Q3 2026 Oct 01, 2026
Founders Financial Alliance, LLC History No change 14,465 418 0.06% 0.06% 958 0 0.0% Q2 2026 Aug 04, 2026
Somerset Group LLC History No change 14,265 416 0.29% 0.29% 959 0 0.0% Q2 2026 Aug 12, 2026
Gainplan LLC History No change 14,226 416 0.16% 0.16% 960 0 0.0% Q3 2026 Oct 08, 2026
CreativeOne Wealth, LLC History No change 14,365 416 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 13, 2026
North Berkeley Wealth Management, LLC History No change 14,382 416 0.17% 0.17% 962 0 0.0% Q2 2026 Jul 28, 2026
Hardy Reed LLC History No change 14,351 415 0.03% 0.03% 963 0 0.0% Q2 2026 Aug 03, 2026
Disciplined Investments, LLC History No change 14,334 415 0.13% 0.13% 964 0 0.0% Q2 2026 Aug 07, 2026
Per Stirling Capital Management, LLC. History No change 14,329 414 0.04% 0.04% 965 0 0.0% Q2 2026 Aug 14, 2026
Roberts Wealth Advisors, LLC History No change 14,317 414 0.09% 0.09% 966 0 0.0% Q2 2026 Jul 29, 2026
J HAGAN CAPITAL, INC. History No change 14,288 413 0.19% 0.19% 967 0 0.0% Q2 2026 Aug 14, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 14,280 413 0.36% 0.36% 968 0 0.0% Q2 2026 Jul 14, 2026
LifeSteps Financial, Inc. History No change 14,200 411 0.19% 0.19% 969 0 0.0% Q2 2026 Jul 17, 2026
SHP Wealth Management History No change 14,172 410 0.03% 0.03% 970 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 14,030 406 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 15, 2026
Graves Light Lenhart Wealth, Inc. History No change 13,864 406 0.04% 0.04% 972 0 0.0% Q3 2026 Oct 08, 2026
Align Financial, LLC History No change 14,030 406 0.2% 0.2% 973 0 0.0% Q2 2026 Jul 27, 2026
Tranquility Partners, LLC History No change 13,997 405 0.14% 0.14% 974 0 0.0% Q2 2026 Jul 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 14,018 405 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 14, 2026
Relyea Zuckerberg Hanson LLC History No change 13,959 404 0.03% 0.03% 976 0 0.0% Q2 2026 Jul 16, 2026
Connecticut Wealth Management, LLC History No change 13,927 403 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 29, 2026
ZynergyRetirementPlanningLLC History No change 13,781 403 0.22% 0.22% 978 0 0.0% Q3 2026 Oct 08, 2026
First Growth Capital LLC History No change 13,950 403 0.31% 0.31% 979 0 0.0% Q2 2026 Jul 16, 2026
Expressive Wealth LLC History No change 13,865 401 0.38% 0.38% 980 0 0.0% Q2 2026 Aug 11, 2026
Essex Bank History No change 13,851 400 0.09% 0.09% 981 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Reduced 13,600 398 0.01% 0.05% 983 -43,547 -76.2% Q3 2026 Oct 08, 2026
Fragasso Financial Advisors Inc History No change 13,771 398 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 09, 2026
BRADY FAMILY WEALTH, LLC History No change 13,746 398 0.11% 0.11% 984 0 0.0% Q2 2026 Jul 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 13,679 396 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 13,698 396 0.06% 0.06% 986 0 0.0% Q2 2026 Aug 07, 2026
CVFG LLC History No change 13,686 396 0.04% 0.04% 987 0 0.0% Q2 2026 Aug 11, 2026
Clear Harbor Asset Management, LLC History No change 13,614 394 0.02% 0.02% 988 0 0.0% Q2 2026 Aug 12, 2026
HARTLINE INVESTMENT CORP/ History No change 13,582 393 0.03% 0.03% 989 0 0.0% Q2 2026 Jul 28, 2026
Redwood Investment Management, LLC History No change 13,538 392 0.04% 0.04% 990 0 0.0% Q2 2026 Aug 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 13,440 389 0.16% 0.16% 991 0 0.0% Q2 2026 Aug 07, 2026
TFO Wealth Partners, LLC History No change 13,446 389 0.04% 0.04% 992 0 0.0% Q2 2026 Aug 10, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 13,396 387 0.19% 0.19% 993 0 0.0% Q2 2026 Jul 22, 2026
KWMG, LLC History Added to 13,130 384 0.03% 0.02% 994 +1,262 10.63% Q3 2026 Oct 07, 2026
Berger Financial Group, Inc History No change 13,198 382 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 04, 2026
Index Fund Advisors, Inc. History No change 13,147 380 0.02% 0.02% 996 0 0.0% Q2 2026 Aug 12, 2026
Heartwood Wealth Advisors LLC History No change 12,993 380 0.03% 0.03% 997 0 0.0% Q3 2026 Oct 05, 2026
JBGlobal.com LLC History No change 13,148 380 0.33% 0.33% 998 0 0.0% Q2 2026 Jul 06, 2026
Silver Lake Advisory, LLC History No change 13,057 378 0.14% 0.14% 999 0 0.0% Q2 2026 Jul 24, 2026
Pinion Investment Advisors, LLC History No change 13,067 378 0.07% 0.07% 1000 0 0.0% Q2 2026 Aug 06, 2026
Creative Capital Management Investments LLC History No change 13,053 378 0.09% 0.09% 1001 0 0.0% Q2 2026 Jul 24, 2026
StoryOne LLC History No change 12,984 376 0.18% 0.18% 1002 0 0.0% Q2 2026 Jul 24, 2026
Schrum Private Wealth Management LLC History No change 5,950 374 0.38% 0.38% 1003 0 0.0% Q2 2026 Aug 10, 2026
Generations Wealth, LLC History No change 12,911 373 0.35% 0.35% 1004 0 0.0% Q2 2026 Aug 11, 2026
American Financial Advisors, LLC History No change 12,866 372 0.04% 0.04% 1005 0 0.0% Q2 2026 Jul 14, 2026
Trek Financial, LLC History No change 12,848 372 0.02% 0.02% 1006 0 0.0% Q2 2026 Aug 13, 2026
JACOBS & CO/CA History No change 12,669 371 0.03% 0.03% 1007 0 0.0% Q3 2026 Oct 09, 2026
Atlatl Advisers LLC History No change 12,765 369 0.09% 0.09% 1008 0 0.0% Q2 2026 Jul 22, 2026
New Perspectives, Inc History No change 12,689 367 0.11% 0.11% 1009 0 0.0% Q2 2026 Jul 22, 2026
55 North Private Wealth, LLC History No change 12,672 366 0.07% 0.07% 1010 0 0.0% Q2 2026 Jul 07, 2026
Choate Investment Advisors History No change 12,630 365 0.01% 0.01% 1011 0 0.0% Q2 2026 Aug 11, 2026
WealthBridge Capital Management, LLC History No change 12,605 365 0.07% 0.07% 1012 0 0.0% Q2 2026 Jul 24, 2026
McCartney Wealth Management LLC History No change 12,575 364 0.28% 0.28% 1013 0 0.0% Q2 2026 Aug 03, 2026
Glassman Wealth Services History No change 12,564 363 0.04% 0.04% 1014 0 0.0% Q2 2026 Aug 05, 2026
Red Mountain Financial, LLC History No change 12,508 362 0.3% 0.3% 1015 0 0.0% Q2 2026 Jul 21, 2026
DRAVO BAY LLC History No change 12,411 359 0.12% 0.12% 1016 0 0.0% Q2 2026 Aug 11, 2026
CORNERSTONE ENTERPRISES, LLC History No change 12,428 359 0.16% 0.16% 1017 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Advisor Solutions LLC History No change 12,352 357 0.01% 0.01% 1018 0 0.0% Q2 2026 Jul 07, 2026
BostonPremier Wealth LLC History No change 12,319 356 0.15% 0.15% 1019 0 0.0% Q2 2026 Jul 24, 2026
Briggs Wealth Management, Inc History No change 12,313 356 0.32% 0.32% 1020 0 0.0% Q2 2026 Aug 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 12,257 354 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 14, 2026
Rock Point Advisors, LLC History No change 12,243 354 0.09% 0.09% 1022 0 0.0% Q2 2026 Aug 06, 2026
United Community Bank History No change 12,175 352 0.11% 0.11% 1023 0 0.0% Q2 2026 Aug 13, 2026
Rockwood Wealth Management, LLC History No change 12,149 351 0.02% 0.02% 1024 0 0.0% Q2 2026 Jul 13, 2026
Echo45 Advisors LLC History No change 11,942 350 0.16% 0.18% 1025 0 0.0% Q3 2026 Oct 07, 2026
Broadway Wealth Solutions, Inc. History No change 12,087 350 0.16% 0.16% 1026 0 0.0% Q2 2026 Jul 13, 2026
Crescent Grove Advisors, LLC History No change 12,000 347 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 10, 2026
Alaska Wealth Advisors, LLC History No change 11,988 347 0.04% 0.04% 1028 0 0.0% Q2 2026 Aug 11, 2026
Squire Investment Management Company, LLC History No change 12,000 347 0.08% 0.08% 1029 0 0.0% Q2 2026 Jul 28, 2026
CLARIS ADVISORS, LLC / MO / History No change 11,916 345 0.09% 0.09% 1030 0 0.0% Q2 2026 Jul 21, 2026
OneAscent Investment Solutions LLC History No change 11,914 345 0.33% 0.33% 1031 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 11,856 343 0.04% 0.04% 1032 0 0.0% Q2 2026 Jul 08, 2026
Team Hewins, LLC History No change 11,745 340 0.09% 0.09% 1033 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 11,733 339 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 11, 2026
Michels Family Financial, LLC History No change 11,731 339 0.22% 0.22% 1035 0 0.0% Q2 2026 Aug 14, 2026
FinArc Investments, Inc. History No change 11,727 339 0.31% 0.31% 1036 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 11,700 338 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 11,657 337 0.0% 0.0% 1038 0 0.0% Q2 2026 Sep 23, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 11,468 336 0.05% 0.05% 1039 0 0.0% Q3 2026 Oct 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 11,597 335 0.02% 0.02% 1040 0 0.0% Q2 2026 Jul 23, 2026
Prairiewood Capital, LLC History No change 11,591 335 0.09% 0.09% 1041 0 0.0% Q2 2026 Jul 28, 2026
Family Office Research LLC History No change 11,534 334 0.13% 0.13% 1042 0 0.0% Q2 2026 Jul 27, 2026
Carter Financial, LLC History No change 11,484 332 0.25% 0.25% 1043 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,410 330 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 12, 2026
Robinhood Asset Management, LLC History No change 11,409 330 0.02% 0.02% 1045 0 0.0% Q2 2026 Aug 11, 2026
Aurora Private Wealth, Inc. History No change 11,353 329 0.21% 0.21% 1046 0 0.0% Q2 2026 Jul 21, 2026
BEAM WEALTH ADVISORS, INC. History No change 11,363 329 0.07% 0.07% 1047 0 0.0% Q2 2026 Jul 29, 2026
Paulson Wealth Management Inc. History No change 11,357 328 0.07% 0.07% 1048 0 0.0% Q2 2026 Aug 04, 2026
GRANDFIELD & DODD, LLC History No change 11,239 325 0.02% 0.02% 1049 0 0.0% Q2 2026 Aug 07, 2026
Vigilare Wealth Management History No change 11,130 322 0.1% 0.1% 1050 0 0.0% Q2 2026 Jul 06, 2026
WEDBUSH SECURITIES INC History No change 11,087 321 0.01% 0.01% 1051 0 0.0% Q2 2026 Jul 28, 2026
Ifrah Financial Services, Inc. History No change 11,043 319 0.08% 0.08% 1052 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 11,027 319 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 04, 2026
Financial Insights, Inc. History No change 10,995 318 0.08% 0.08% 1054 0 0.0% Q2 2026 Aug 25, 2026
Pflug Koory, LLC History No change 10,958 317 0.13% 0.13% 1055 0 0.0% Q2 2026 Jul 21, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 10,900 315 0.21% 0.21% 1056 0 0.0% Q2 2026 Aug 14, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 10,816 313 0.06% 0.06% 1057 0 0.0% Q2 2026 Jul 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 10,750 311 0.02% 0.02% 1058 0 0.0% Q2 2026 Jul 14, 2026
Clear Trail Advisors, LLC History No change 10,741 311 0.05% 0.05% 1059 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 10,737 310 0.06% 0.06% 1060 0 0.0% Q2 2026 Aug 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 10,474 307 0.02% 0.02% 1062 +40 0.38% Q3 2026 Oct 08, 2026
VERITY Wealth Advisors History No change 10,620 307 0.19% 0.19% 1061 0 0.0% Q2 2026 Jul 16, 2026
Helium Advisors LLC History No change 10,632 307 0.26% 0.26% 1063 0 0.0% Q2 2026 Aug 11, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 10,590 306 0.02% 0.02% 1064 0 0.0% Q2 2026 Sep 11, 2026
Bleakley Financial Group, LLC History No change 10,574 306 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 05, 2026
SENTINEL PENSION ADVISORS, LLC History No change 10,628 305 0.04% 0.04% 1066 0 0.0% Q2 2026 Jul 23, 2026
Orion Capital Management LLC History No change 10,558 305 0.09% 0.09% 1067 0 0.0% Q2 2026 Aug 17, 2026
Councilmark Asset Management, LLC History No change 10,500 304 0.16% 0.16% 1068 0 0.0% Q2 2026 Aug 11, 2026
Planning Center, Inc. History No change 10,431 302 0.03% 0.03% 1069 0 0.0% Q2 2026 Jul 29, 2026
Everest Financial Group LLC History No change 10,460 302 0.04% 0.04% 1070 0 0.0% Q2 2026 Aug 10, 2026
ATLas Financial Planning LLC History No change 10,445 302 0.24% 0.24% 1071 0 0.0% Q2 2026 Jul 22, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 10,424 301 0.04% 0.04% 1072 0 0.0% Q2 2026 Aug 04, 2026
Americana Partners, LLC History No change 10,408 301 0.01% 0.01% 1073 0 0.0% Q2 2026 Aug 05, 2026
Napier Financial, LLC History No change 10,428 301 0.06% 0.06% 1074 0 0.0% Q2 2026 Jul 31, 2026
Level Wealth Management LLC History No change 10,381 300 0.12% 0.12% 1075 0 0.0% Q2 2026 Jul 28, 2026
Patten Group, Inc. History No change 10,346 299 0.05% 0.05% 1076 0 0.0% Q2 2026 Aug 06, 2026
DB Fitzpatrick & Co, Inc History No change 10,344 299 0.24% 0.24% 1077 0 0.0% Q2 2026 Jul 16, 2026
NerdWallet Wealth Partners, LLC History No change 10,346 299 0.1% 0.1% 1078 0 0.0% Q2 2026 Jul 07, 2026
Auxano Advisors, LLC History No change 10,266 297 0.06% 0.06% 1079 0 0.0% Q2 2026 Aug 07, 2026
PUREfi Wealth, LLC History No change 10,257 297 0.16% 0.16% 1080 0 0.0% Q2 2026 Jul 27, 2026
Quantum Financial Planning Services, Inc. History No change 10,285 297 0.09% 0.09% 1081 0 0.0% Q2 2026 Jul 15, 2026
Telos Capital Management, Inc. History No change 10,234 296 0.03% 0.03% 1082 0 0.0% Q2 2026 Jul 22, 2026
Florida Trust Wealth Management Co History No change 10,230 296 0.01% 0.01% 1083 0 0.0% Q2 2026 Jul 27, 2026
MJP ASSOCIATES INC /ADV History No change 10,204 295 0.03% 0.03% 1084 0 0.0% Q2 2026 Aug 11, 2026
HC Advisors, LLC History No change 10,188 295 0.18% 0.18% 1085 0 0.0% Q2 2026 Aug 07, 2026
Nordwand Advisors, LLC History No change 10,200 295 0.05% 0.05% 1086 0 0.0% Q2 2026 Aug 07, 2026
Wealthquest Corp History No change 10,170 294 0.02% 0.02% 1087 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 10,178 294 0.01% 0.01% 1088 0 0.0% Q2 2026 Jul 15, 2026
Badgley Phelps Wealth Managers, LLC History No change 10,176 294 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 31, 2026
5T Wealth, LLC History No change 10,124 293 0.11% 0.11% 1090 0 0.0% Q2 2026 Jul 21, 2026
STEPHENS INC /AR/ History No change 10,083 292 0.0% 0.0% 1091 0 0.0% Q2 2026 Jul 29, 2026
Bright Futures Wealth Management, LLC. History No change 10,093 292 0.19% 0.19% 1092 0 0.0% Q2 2026 Jul 24, 2026
Wealth Management Nebraska History No change 10,100 292 0.03% 0.03% 1093 0 0.0% Q2 2026 Jul 27, 2026
Occidental Asset Management, LLC History No change 10,060 291 0.03% 0.03% 1094 0 0.0% Q2 2026 Aug 07, 2026
Portland Financial Advisors Inc History No change 10,046 290 0.53% 0.53% 1095 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 9,971 288 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 06, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 9,950 288 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 9,900 286 0.0% 0.0% 1098 0 0.0% Q2 2026 Aug 13, 2026
Ruggaard & Associates LLC History No change 9,885 286 0.1% 0.1% 1099 0 0.0% Q2 2026 Aug 17, 2026
ARS Wealth Advisors Group, LLC History No change 9,863 285 0.02% 0.02% 1100 0 0.0% Q2 2026 Jul 16, 2026
Cauble & Harre Wealth Management, Inc. History No change 9,869 285 0.23% 0.23% 1101 0 0.0% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 9,800 283 0.01% 0.01% 1102 0 0.0% Q2 2026 Aug 10, 2026
KilterHowling LLC History No change 9,783 283 0.13% 0.13% 1103 0 0.0% Q2 2026 Aug 11, 2026
FPC INVESTMENT ADVISORY, INC. History No change 9,870 283 0.13% 0.13% 1104 0 0.0% Q2 2026 Aug 13, 2026
Sterling Financial Planning, Inc. History No change 9,752 282 0.08% 0.08% 1105 0 0.0% Q2 2026 Aug 11, 2026
Johnson Bixby & Associates, LLC History No change 9,726 281 0.03% 0.03% 1106 0 0.0% Q2 2026 Jul 16, 2026
Quadcap Wealth Management, LLC History No change 9,703 281 0.03% 0.03% 1107 0 0.0% Q2 2026 Jul 31, 2026
Main Management LLC History No change 9,660 280 0.02% 0.02% 1108 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 9,600 278 0.01% 0.01% 1109 0 0.0% Q2 2026 Jul 29, 2026
Red Spruce Capital, LLC History No change 9,507 278 0.1% 0.1% 1110 0 0.0% Q3 2026 Oct 07, 2026
Grey Fox Wealth Advisors, LLC History No change 9,621 278 0.04% 0.04% 1111 0 0.0% Q2 2026 Jul 17, 2026
Alley Investment Management Company, LLC History No change 9,566 277 0.03% 0.03% 1112 0 0.0% Q2 2026 Jul 23, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 9,431 276 0.08% 0.08% 1114 +235 2.56% Q3 2026 Oct 08, 2026
Cypress Wealth Services, LLC History No change 9,557 276 0.03% 0.03% 1113 0 0.0% Q2 2026 Jul 10, 2026
Keel Point, LLC History No change 9,520 275 0.02% 0.02% 1115 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 9,656 275 0.03% 0.03% 1116 0 0.0% Q2 2026 Aug 04, 2026
BetterWealth, LLC History No change 9,469 274 0.05% 0.05% 1117 0 0.0% Q2 2026 Jul 21, 2026
Vawter Financial, Ltd. History No change 9,425 272 0.1% 0.1% 1118 0 0.0% Q2 2026 Jul 24, 2026
Glaxis Capital Management, LLC History No change 9,371 271 0.54% 0.54% 1119 0 0.0% Q2 2026 Aug 10, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 9,333 270 0.28% 0.28% 1120 0 0.0% Q2 2026 Jul 31, 2026
Wick Capital Partners, LLC History No change 9,354 270 0.04% 0.04% 1121 0 0.0% Q2 2026 Aug 14, 2026
Sterling Investment Advisors, Ltd. History No change 9,230 267 0.04% 0.04% 1122 0 0.0% Q2 2026 Jul 28, 2026
Round Rock Advisors LLC History No change 9,158 265 0.03% 0.03% 1123 0 0.0% Q2 2026 Aug 12, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 9,150 264 0.03% 0.03% 1124 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 9,029 261 0.04% 0.04% 1125 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 9,005 260 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 05, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 8,975 259 0.07% 0.07% 1127 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 8,960 259 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 27, 2026
Aspen Grove Capital, LLC History No change 8,963 259 0.04% 0.04% 1129 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History No change 8,961 259 0.08% 0.08% 1130 0 0.0% Q2 2026 Aug 14, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 8,967 259 0.18% 0.18% 1131 0 0.0% Q2 2026 Jul 23, 2026
Third View Private Wealth, LLC History No change 8,970 259 0.03% 0.03% 1132 0 0.0% Q2 2026 Jul 27, 2026
Aurora Investment Managers, LLC. History No change 8,918 258 0.16% 0.16% 1133 0 0.0% Q2 2026 Jul 08, 2026
Falcon Wealth Planning History No change 8,902 257 0.02% 0.02% 1134 0 0.0% Q2 2026 Jul 13, 2026
Pacific Point Advisors, LLC History No change 8,903 257 0.12% 0.12% 1135 0 0.0% Q2 2026 Jul 24, 2026
SVRN Asset Management, LLC History No change 8,844 256 0.13% 0.13% 1136 0 0.0% Q2 2026 Aug 14, 2026
Sherman Wealth Management LLC History No change 8,844 256 0.19% 0.19% 1137 0 0.0% Q2 2026 Jul 09, 2026
Randolph Co Inc History No change 8,813 255 0.02% 0.02% 1138 0 0.0% Q2 2026 Jul 23, 2026
Decker Wealth Management LLC History No change 8,700 254 0.05% 0.05% 1139 0 0.0% Q3 2026 Oct 09, 2026
Stirlingshire Investments, Inc. History No change 8,752 253 0.19% 0.19% 1140 0 0.0% Q2 2026 Jul 31, 2026
SJS Investment Consulting Inc. History No change 8,766 253 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 22, 2026
Richard Young Associates, Ltd. History No change 8,770 253 0.17% 0.17% 1142 0 0.0% Q2 2026 Jul 27, 2026
SIMON QUICK ADVISORS, LLC History No change 8,707 252 0.01% 0.01% 1143 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,688 251 0.01% 0.01% 1144 0 0.0% Q2 2026 Aug 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 9,967 250 0.03% 0.03% 1145 0 0.0% Q2 2026 Aug 05, 2026
BlackDiamond Wealth Management, LLC History No change 8,376 250 0.1% 0.1% 1146 0 0.0% Q2 2026 Aug 11, 2026
Sensible Money, LLC History No change 8,641 250 0.07% 0.07% 1147 0 0.0% Q2 2026 Jul 30, 2026
Accelerate Investment Advisors LLC History No change 8,633 250 0.14% 0.14% 1148 0 0.0% Q2 2026 Aug 12, 2026
Balboa Wealth Partners History No change 8,610 249 0.03% 0.03% 1149 0 0.0% Q2 2026 Aug 10, 2026
CWS Financial Advisors, LLC History No change 8,580 248 0.06% 0.06% 1150 0 0.0% Q2 2026 Jul 30, 2026
Hubbell Strickland Wealth Management, LLC History No change 8,501 246 0.09% 0.09% 1151 0 0.0% Q2 2026 Jul 29, 2026
Cardinal Point Capital Management ULC History No change 8,481 245 0.01% 0.01% 1152 0 0.0% Q2 2026 Jul 14, 2026
Alpine Global Management, LLC History No change 8,450 244 0.04% 0.04% 1153 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 8,438 244 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 06, 2026
Armor Investment Advisors, LLC History No change 8,447 244 0.08% 0.08% 1155 0 0.0% Q2 2026 Aug 04, 2026
Strive Financial Group ,LLC History No change 8,401 243 0.11% 0.11% 1156 0 0.0% Q2 2026 Aug 14, 2026
Bucket List Wealth Management, LLC History No change 8,410 243 0.12% 0.12% 1157 0 0.0% Q2 2026 Jul 16, 2026
Secure Asset Management, LLC History No change 8,357 242 0.03% 0.03% 1158 0 0.0% Q2 2026 Jul 15, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,340 241 0.01% 0.01% 1159 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Management, LLC History No change 8,356 241 0.01% 0.01% 1160 0 0.0% Q2 2026 Jul 22, 2026
Valtinson Bruner Financial Planning LLC History No change 8,341 241 0.06% 0.06% 1161 0 0.0% Q2 2026 Aug 03, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 8,321 240 0.26% 0.26% 1162 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 8,268 239 0.02% 0.02% 1163 0 0.0% Q2 2026 Jul 29, 2026
Brand Asset Management Group, Inc. History No change 8,219 238 0.05% 0.05% 1164 0 0.0% Q2 2026 Aug 12, 2026
TOWER BRIDGE ADVISORS History No change 8,200 237 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY ADVISORS, INC. History No change 8,203 237 0.16% 0.16% 1166 0 0.0% Q2 2026 Jul 24, 2026
Parkway Wealth Management Group, LLC History No change 8,172 236 0.03% 0.03% 1167 0 0.0% Q2 2026 Jul 27, 2026
Virtue Capital Management, LLC History No change 8,090 234 0.03% 0.03% 1168 0 0.0% Q2 2026 Aug 05, 2026
RMR Capital Management, LLC History No change 8,088 234 0.16% 0.16% 1169 0 0.0% Q2 2026 Jul 27, 2026
LYELL WEALTH MANAGEMENT, LP History No change 8,057 233 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 8,016 232 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 8,043 232 0.01% 0.01% 1172 0 0.0% Q2 2026 Aug 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 7,979 231 0.07% 0.07% 1173 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 8,003 231 0.0% 0.0% 1174 0 0.0% Q2 2026 Aug 14, 2026
Sherry Group, Inc. History No change 7,848 230 0.22% 0.22% 1175 0 0.0% Q3 2026 Oct 09, 2026
OLD NATIONAL BANCORP /IN/ History No change 7,910 229 0.0% 0.0% 1176 0 0.0% Q2 2026 Jul 15, 2026
Robinswood Financial LLC History No change 7,928 229 0.07% 0.07% 1177 0 0.0% Q2 2026 Jul 14, 2026
MONTAG A & ASSOCIATES INC History No change 7,896 228 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 7,902 228 0.01% 0.01% 1179 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 7,885 228 0.05% 0.05% 1180 0 0.0% Q2 2026 Aug 10, 2026
Elite Life Management LLC History No change 7,695 228 0.27% 0.27% 1181 0 0.0% Q2 2026 Aug 06, 2026
Ted Buchan & Co History No change 7,900 228 0.07% 0.07% 1182 0 0.0% Q2 2026 Jul 23, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 7,894 228 0.07% 0.07% 1183 0 0.0% Q2 2026 Jul 21, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 7,849 227 0.04% 0.04% 1184 0 0.0% Q2 2026 Jul 21, 2026
SmartHarvest Portfolios, LLC History No change 7,865 227 0.07% 0.07% 1185 0 0.0% Q2 2026 Aug 04, 2026
BURNEY CO/ History No change 7,836 226 0.01% 0.01% 1186 0 0.0% Q2 2026 Jul 14, 2026
Mission Hills Financial Advisory, LLC History No change 7,814 226 0.1% 0.1% 1187 0 0.0% Q2 2026 Aug 14, 2026
Prasad Wealth Partners, LLC History No change 7,836 226 0.05% 0.05% 1188 0 0.0% Q2 2026 Jul 29, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 7,800 225 0.08% 0.08% 1189 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 7,777 225 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 14, 2026
Pachira Investments Inc. History No change 7,746 224 0.08% 0.08% 1191 0 0.0% Q2 2026 Jul 17, 2026
Ellenbecker Investment Group History No change 7,716 223 0.03% 0.03% 1192 0 0.0% Q2 2026 Jul 27, 2026
White Pine Investment CO History No change 7,667 222 0.05% 0.05% 1193 0 0.0% Q2 2026 Jul 20, 2026
Frankly Finances, LLC History No change 7,686 222 0.18% 0.18% 1194 0 0.0% Q2 2026 Jul 15, 2026
Almanack Investment Partners, LLC. History No change 7,644 221 0.03% 0.03% 1195 0 0.0% Q2 2026 Jul 30, 2026
WHITTIER TRUST CO History No change 7,595 220 0.0% 0.0% 1196 0 0.0% Q2 2026 Jul 27, 2026
Parrish Capital LLC History Added to 7,503 219 0.21% 0.2% 1199 +462 6.56% Q3 2026 Oct 01, 2026
Quantum Capital Management, LLC / NJ History No change 7,593 219 0.03% 0.03% 1197 0 0.0% Q2 2026 Aug 11, 2026
Houlihan Financial Resource Group, Ltd. History No change 7,592 219 0.08% 0.08% 1198 0 0.0% Q2 2026 Aug 10, 2026
Biltmore Family Office, LLC History No change 7,505 217 0.03% 0.03% 1200 0 0.0% Q2 2026 Aug 12, 2026
Certified Advisory Corp History No change 7,511 217 0.02% 0.02% 1201 0 0.0% Q2 2026 Jul 16, 2026
marrick wealth, LLC History No change 7,500 217 0.15% 0.15% 1202 0 0.0% Q2 2026 Jul 14, 2026
SYKON CAPITAL LLC History No change 7,484 216 0.07% 0.07% 1203 0 0.0% Q2 2026 Aug 12, 2026
Crescent Sterling, Ltd. History No change 7,426 215 0.19% 0.19% 1204 0 0.0% Q2 2026 Jul 07, 2026
Integrity Advisory Solutions, LLC History No change 7,397 214 0.02% 0.02% 1205 0 0.0% Q2 2026 Jul 31, 2026
BOKF, NA History No change 7,368 213 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 7,359 213 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 12, 2026
Triton Financial Group Inc History No change 7,362 213 0.12% 0.12% 1208 0 0.0% Q2 2026 Aug 17, 2026
Strategic Equity Management History No change 7,340 212 0.07% 0.07% 1209 0 0.0% Q2 2026 Aug 10, 2026
Red Wave Investments LLC History No change 7,351 212 0.05% 0.05% 1210 0 0.0% Q2 2026 Aug 05, 2026
Prospera Capital Management, LLC History No change 7,294 212 0.07% 0.07% 1211 0 0.0% Q2 2026 Jul 27, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 7,310 211 0.12% 0.12% 1212 0 0.0% Q2 2026 Aug 10, 2026
MATAURO, LLC History No change 7,294 211 0.03% 0.03% 1213 0 0.0% Q2 2026 Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 7,302 211 0.02% 0.02% 1214 0 0.0% Q2 2026 Jul 22, 2026
FIRST FINANCIAL BANKSHARES INC History No change 7,266 210 0.0% 0.0% 1215 0 0.0% Q2 2026 Aug 11, 2026
Friedenthal Financial History No change 7,258 210 0.1% 0.1% 1216 0 0.0% Q2 2026 Jul 13, 2026
Richard P Slaughter Associates Inc History No change 7,266 210 0.04% 0.04% 1217 0 0.0% Q2 2026 Jul 13, 2026
Gibraltar Capital Management, Inc. History No change 7,218 209 0.03% 0.03% 1218 0 0.0% Q2 2026 Jul 20, 2026
MONEYWISE, INC. History No change 7,227 209 0.08% 0.08% 1219 0 0.0% Q2 2026 Jul 21, 2026
ASSOCIATED BANC-CORP History No change 7,200 208 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 31, 2026
Maltin Wealth Management, Inc. History No change 7,178 207 0.07% 0.07% 1221 0 0.0% Q2 2026 Jul 22, 2026
Synergy Financial Group, LTD History No change 7,168 207 0.15% 0.15% 1222 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 7,151 207 0.02% 0.02% 1223 0 0.0% Q2 2026 Jul 10, 2026
Noble Wealth Partners LLC History No change 7,159 207 0.18% 0.18% 1224 0 0.0% Q2 2026 Jul 24, 2026
17 CAPITAL PARTNERS, LLC History No change 7,104 205 0.09% 0.09% 1225 0 0.0% Q2 2026 Aug 06, 2026
Mirador Capital Partners LP History New 6,968 204 0.02% — 1227 +6,968 New Q3 2026 Oct 09, 2026
Pacific Center for Financial Services History No change 7,075 204 0.05% 0.05% 1226 0 0.0% Q2 2026 Aug 05, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 7,015 203 0.04% 0.04% 1228 0 0.0% Q2 2026 Jul 22, 2026
Spectrum Financial Alliance Ltd LLC History No change 7,020 203 0.03% 0.03% 1229 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Strategies, Inc. History No change 7,024 203 0.08% 0.08% 1230 0 0.0% Q2 2026 Aug 17, 2026
Westover Capital Advisors, LLC History No change 7,000 202 0.03% 0.03% 1231 0 0.0% Q2 2026 Aug 04, 2026
Carson Advisory Inc. History No change 7,000 202 0.09% 0.09% 1232 0 0.0% Q2 2026 Aug 11, 2026
Targeted Financial Services LLC History No change 6,953 201 0.15% 0.15% 1233 0 0.0% Q2 2026 Jul 16, 2026
ASHTON THOMAS SECURITIES, LLC History No change 6,882 199 0.03% 0.03% 1234 0 0.0% Q2 2026 Jul 27, 2026
Sage Mountain Advisors LLC History No change 6,868 198 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 05, 2026
Acropolis Investment Management, LLC History Reduced 6,630 194 0.01% 0.01% 1236 -60 -0.9% Q3 2026 Oct 08, 2026
Carolina Wealth Advisors, LLC History No change 6,491 187 0.07% 0.07% 1237 0 0.0% Q2 2026 Jul 09, 2026
Community Financial Services Group, LLC History No change 6,410 185 0.03% 0.03% 1238 0 0.0% Q2 2026 Jul 09, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,228 180 0.03% 0.03% 1239 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 6,081 176 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 6,075 175 0.01% 0.01% 1241 0 0.0% Q2 2026 Aug 13, 2026
Piscataqua Savings Bank History No change 6,036 174 0.12% 0.12% 1242 0 0.0% Q2 2026 Jul 09, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 6,000 173 0.07% 0.07% 1243 0 0.0% Q2 2026 Jul 22, 2026
Ares Financial Consulting, LLC History No change 155,953 172 0.12% 0.12% 1244 0 0.0% Q2 2026 Jul 09, 2026
Richardson Capital Management LLC History No change 5,731 165 0.07% 0.07% 1245 0 0.0% Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,379 156 0.0% 0.0% 1246 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 5,339 154 0.02% 0.02% 1247 0 0.0% Q2 2026 Aug 11, 2026
Point Nemo Capital, LLC History No change 5,343 154 0.08% 0.08% 1248 0 0.0% Q2 2026 Aug 07, 2026
MASECO LLP History No change 5,325 154 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 5,228 151 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 5,087 147 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4,974 144 0.02% 0.02% 1252 0 0.0% Q2 2026 Jul 27, 2026
PFC CAPITAL GROUP, INC. History No change 4,989 144 0.06% 0.06% 1253 0 0.0% Q2 2026 Aug 05, 2026
Bangor Savings Bank History Added to 4,880 143 0.01% 0.01% 1254 +12 0.25% Q3 2026 Oct 06, 2026
First Command Advisory Services, Inc. History No change 4,898 141 0.0% 0.0% 1255 0 0.0% Q2 2026 Aug 10, 2026
Moisand Fitzgerald Tamayo, LLC History No change 4,808 139 0.01% 0.01% 1256 0 0.0% Q2 2026 Jul 13, 2026
Princeton Global Asset Management LLC History No change 4,719 136 0.02% 0.02% 1257 0 0.0% Q2 2026 Jul 16, 2026
Quent Capital, LLC History No change 4,695 135 0.01% 0.01% 1258 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 4,386 127 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 06, 2026
Elevated Capital Advisors, LLC History No change 4,170 120 0.03% 0.03% 1260 0 0.0% Q2 2026 Aug 03, 2026
SIMA Wealth Partners, LLC History No change 4,173 120 0.09% 0.09% 1261 0 0.0% Q2 2026 Jul 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 4,082 118 0.01% 0.01% 1262 0 0.0% Q2 2026 Jul 21, 2026
Acumen Wealth Advisors, LLC History No change 4,087 118 0.03% 0.03% 1263 0 0.0% Q2 2026 Aug 03, 2026
Blume Capital Management, Inc. History No change 4,055 117 0.02% 0.02% 1264 0 0.0% Q2 2026 Jul 27, 2026
Investors Research Corp History No change 4,018 117 0.02% 0.02% 1265 0 0.0% Q3 2026 Oct 07, 2026
Leo H. Evart, Inc. History No change 4,044 117 0.09% 0.09% 1266 0 0.0% Q2 2026 Aug 17, 2026
AMERIFLEX GROUP, INC. History No change 4,037 116 0.05% 0.05% 1267 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 3,868 113 0.0% 0.0% 1268 0 0.0% Q3 2026 Oct 08, 2026
Ashton Thomas Private Wealth, LLC History No change 3,553 102 0.0% 0.0% 1269 0 0.0% Q2 2026 Jul 29, 2026
GILL CAPITAL PARTNERS, LLC History No change 3,288 95 0.03% 0.03% 1270 0 0.0% Q2 2026 Aug 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,274 94 0.01% 0.01% 1271 0 0.0% Q2 2026 Jul 22, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 3,225 93 0.06% 0.06% 1272 0 0.0% Q2 2026 Jul 21, 2026
TIAA Wealth Investment Management LLC History No change 3,183 91 0.0% 0.0% 1273 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 3,080 89 0.02% 0.02% 1274 0 0.0% Q2 2026 Jul 08, 2026
Pacifica Partners Inc. History Reduced 2,900 85 0.03% 0.03% 1275 -996 -25.56% Q3 2026 Oct 08, 2026
GODSEY & GIBB, INC History No change 2,889 83 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 13, 2026
GHP Investment Advisors, Inc. History No change 2,891 83 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 17, 2026
HM PAYSON & CO History No change 2,841 82 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 17, 2026
Frazier Financial Advisors, LLC History No change 2,864 82 0.04% 0.04% 1279 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 2,747 79 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 2,681 78 0.0% 0.0% 1281 0 0.0% Q2 2026 Aug 12, 2026
ELEVATE WEALTH ADVISORY, INC History No change 2,703 78 0.04% 0.04% 1282 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 2,591 75 0.03% 0.03% 1283 0 0.0% Q2 2026 Aug 12, 2026
VIMA LLC History No change 2,575 74 0.07% 0.07% 1284 0 0.0% Q2 2026 Jul 24, 2026
Roxbury Financial LLC History Reduced 2,438 71 0.05% 0.07% 1288 -584 -19.32% Q3 2026 Oct 01, 2026
HOERTKORN RICHARD CHARLES History No change 2,480 71 0.05% 0.05% 1285 0 0.0% Q2 2026 Jul 23, 2026
WealthShield Partners, LLC History No change 2,469 71 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 12, 2026
Financial Network Wealth Advisors LLC History No change 2,461 71 0.07% 0.07% 1287 0 0.0% Q2 2026 Jul 29, 2026
Financially Speaking Inc History No change 2,764 69 0.34% 0.34% 1289 0 0.0% Q2 2026 Jul 27, 2026
TUCKER ASSET MANAGEMENT LLC History No change 2,325 67 0.02% 0.02% 1290 0 0.0% Q2 2026 Aug 27, 2026
NWK Group, Inc. History No change 2,254 65 0.02% 0.02% 1291 0 0.0% Q2 2026 Aug 10, 2026
EASTERN BANK History No change 2,184 64 0.0% 0.0% 1292 0 0.0% Q3 2026 Oct 05, 2026
JNBA Financial Advisors History No change 2,216 64 0.0% 0.0% 1293 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 2,240 64 0.01% 0.01% 1294 0 0.0% Q2 2026 Aug 07, 2026
Wilmington Savings Fund Society, FSB History No change 2,160 62 0.0% 0.0% 1295 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisory Services, LLC History No change 2,167 62 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 2,113 61 0.01% 0.01% 1297 0 0.0% Q2 2026 Jul 20, 2026
Byrne Asset Management LLC History Added to 2,026 59 0.03% 0.03% 1298 +6 0.3% Q3 2026 Oct 06, 2026
Daytona Street Capital LLC History No change 2,000 58 0.04% 0.04% 1299 0 0.0% Q2 2026 Aug 03, 2026
First Pacific Financial History No change 1,991 57 0.01% 0.01% 1300 0 0.0% Q2 2026 Jul 20, 2026
Cordgrass Capital Advisors, LLC History No change 2,000 57 0.02% 0.02% 1301 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 1,935 56 0.04% 0.04% 1302 0 0.0% Q2 2026 Aug 11, 2026
GGM Financial LLC History No change 1,918 55 0.02% 0.02% 1303 0 0.0% Q2 2026 Jul 23, 2026
Lodestone Wealth Management LLC History No change 1,884 54 0.02% 0.02% 1304 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,775 51 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 11, 2026
Bell Investment Advisors, Inc History No change 1,717 49 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 06, 2026
Western Pacific Wealth Management, LP History No change 1,593 46 0.04% 0.04% 1307 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,474 42 0.0% 0.0% 1308 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 1,463 42 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 1,427 41 0.02% 0.02% 1310 0 0.0% Q2 2026 Jul 31, 2026
American Capital Advisory, LLC History No change 1,428 41 0.01% 0.01% 1311 0 0.0% Q2 2026 Jul 28, 2026
Curat Global, LLC History No change 1,450 41 0.03% 0.03% 1312 0 0.0% Q2 2026 Jul 22, 2026
Basepoint Wealth LLC History No change 1,449 41 0.02% 0.02% 1313 0 0.0% Q2 2026 Aug 10, 2026
Transamerica Financial Advisors, LLC History No change 1,394 40 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,280 38 0.0% 0.0% 1315 0 0.0% Q2 2026 Aug 12, 2026
Vermillion Wealth Management, Inc. History No change 1,283 37 0.01% 0.01% 1316 0 0.0% Q2 2026 Jul 15, 2026
ALBION FINANCIAL GROUP /UT History No change 1,260 36 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 22, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,271 36 0.01% 0.01% 1318 0 0.0% Q2 2026 Jul 31, 2026
BAYBAN History No change 1,272 36 0.03% 0.03% 1319 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,220 35 0.0% 0.0% 1320 0 0.0% Q2 2026 Aug 07, 2026
Aberdeen Wealth Management LLC History No change 1,176 34 0.02% 0.02% 1321 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 1,194 34 0.0% 0.0% 1322 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 1,198 34 0.01% 0.01% 1323 0 0.0% Q2 2026 Jul 20, 2026
TLW Wealth Management, LLC History No change 1,166 33 0.02% 0.02% 1324 0 0.0% Q2 2026 Jul 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,130 32 0.01% 0.01% 1325 0 0.0% Q2 2026 Jul 17, 2026
Financial Life Planners History No change 1,070 30 0.02% 0.02% 1326 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 1,065 30 0.01% 0.01% 1327 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 988 28 0.01% 0.01% 1328 0 0.0% Q2 2026 Jul 30, 2026
Millstone Evans Group, LLC History No change 992 28 0.02% 0.02% 1329 0 0.0% Q2 2026 Aug 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 938 27 0.01% 0.01% 1330 0 0.0% Q2 2026 Jul 20, 2026
Synergy Investment Management, LLC History No change 963 27 0.01% 0.01% 1331 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 914 26 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 900 26 0.0% 0.0% 1333 0 0.0% Q2 2026 Jul 27, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 919 26 0.02% 0.02% 1334 0 0.0% Q2 2026 Jul 21, 2026
Spectrum Wealth Advisory Group, LLC History No change 870 25 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Asset Management, LLC History No change 876 25 0.0% 0.0% 1336 0 0.0% Q2 2026 Aug 11, 2026
Oakmont Advisory Group, LLC History No change 874 25 0.02% 0.02% 1337 0 0.0% Q2 2026 Aug 03, 2026
Activest Wealth Management History No change 807 23 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 16, 2026
BIRCHBROOK, INC. History No change 809 23 0.01% 0.01% 1339 0 0.0% Q2 2026 Jul 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 782 22 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 753 21 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 750 21 0.0% 0.0% 1342 0 0.0% Q2 2026 Jul 08, 2026
Financial Perspectives, Inc History No change 727 21 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 24, 2026
Investment Research & Advisory Group, Inc. History No change 664 19 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 23, 2026
Evolution Advisers, Inc. History No change 657 19 0.01% 0.01% 1345 0 0.0% Q2 2026 Jul 31, 2026
Manchester Capital Management LLC History No change 600 17 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 582 16 0.01% 0.01% 1347 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 570 16 0.0% 0.0% 1348 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History No change 545 15 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 552 15 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 20, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 522 15 0.0% 0.0% 1351 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 509 14 0.0% 0.0% 1352 0 0.0% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History No change 500 14 0.0% 0.0% 1353 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 500 14 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 11, 2026
Wiser Advisor Group LLC History No change 469 13 0.01% 0.01% 1355 0 0.0% Q2 2026 Aug 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 453 13 0.01% 0.01% 1356 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 428 12 0.0% 0.0% 1357 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 420 12 0.01% 0.01% 1358 0 0.0% Q2 2026 Aug 04, 2026
Prudent Man Investment Management, Inc. History No change 470 12 0.0% 0.0% 1359 0 0.0% Q2 2026 Jul 28, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 408 11 0.0% 0.0% 1360 0 0.0% Q2 2026 Aug 05, 2026
MTM Investment Management, LLC History No change 402 11 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 03, 2026
PINNEY & SCOFIELD, INC. History No change 391 11 0.01% 0.01% 1362 0 0.0% Q2 2026 Aug 07, 2026
PlanVest Financial, Inc History No change 414 11 0.01% 0.01% 1363 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 372 10 0.0% 0.0% 1364 0 0.0% Q2 2026 Jul 27, 2026
United Financial Planning Group LLC History No change 378 10 0.01% 0.01% 1365 0 0.0% Q2 2026 Aug 06, 2026
Tower View Wealth Management LLC History No change 314 9 0.0% 0.0% 1366 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 316 9 0.0% 0.0% 1367 0 0.0% Q2 2026 Jul 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 303 8 0.0% 0.0% 1368 0 0.0% Q3 2026 Oct 08, 2026
Golden State Wealth Management, LLC History No change 291 8 0.0% 0.0% 1369 0 0.0% Q2 2026 Jul 22, 2026
Kiker Wealth Management, LLC History No change 236 6 0.0% 0.0% 1370 0 0.0% Q2 2026 Jul 30, 2026
Bernard Wealth Management Corp. History No change 239 6 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 21, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 205 5 0.0% 0.0% 1372 0 0.0% Q2 2026 Aug 10, 2026
Winch Advisory Services, LLC History No change 161 5 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 06, 2026
Monetary Solutions, Ltd History No change 198 5 0.0% 0.0% 1374 0 0.0% Q2 2026 Jul 23, 2026
High Note Wealth, LLC History No change 156 4 0.0% 0.0% 1375 0 0.0% Q2 2026 Jul 23, 2026
Birchwood Financial Partners, Inc. History No change 149 4 0.0% 0.0% 1376 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 141 4 0.0% 0.0% 1377 0 0.0% Q2 2026 Aug 14, 2026
Hamrick Investment Counsel, llc History No change 168 4 0.0% 0.0% 1378 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 167 4 0.0% 0.0% 1379 0 0.0% Q2 2026 Sep 25, 2026
NBT BANK, N.A. History No change 127 3 0.0% 0.0% 1380 0 0.0% Q2 2026 Jul 29, 2026
Comprehensive Financial Planning, Inc./PA History No change 128 3 0.0% 0.0% 1381 0 0.0% Q2 2026 Aug 10, 2026
Walsh & Associates, LLC History No change 84 2 0.0% 0.0% 1382 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 49 1 0.0% 0.0% 1383 0 0.0% Q2 2026 Aug 12, 2026
Rossmore Private Capital History No change 42 1 0.0% 0.0% 1384 0 0.0% Q2 2026 Jul 31, 2026
N.E.W. Advisory Services LLC History No change 60 1 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 06, 2026
Robbins Farley History No change 64 1 0.0% 0.0% 1386 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 60 1 0.0% 0.0% 1387 0 0.0% Q2 2026 Jul 30, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 37 1 0.0% 0.0% 1388 0 0.0% Q3 2026 Oct 07, 2026
Networth Advisors, LLC History No change 45 1 0.0% 0.0% 1389 0 0.0% Q2 2026 Jul 22, 2026
Meramec Financial Planners, LLC History No change 44 1 0.0% 0.0% 1390 0 0.0% Q2 2026 Jul 28, 2026
BLUELINE ADVISORS LLC History No change 35 1 0.0% 0.0% 1391 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History New 10 0 — — — +10 New Q3 2026 Oct 02, 2026
Financial Gravity Companies, Inc. History No change 33 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Center for Financial Planning, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Hughes Financial Services, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Burk Holdings LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Sunrise Financial Services, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026