SCHWAB STRATEGIC TRUST - SCHD

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
SUMITOMO LIFE INSURANCE CO History No change 59,569,934 1,888,962 30.88% 30.88% 1 0 0.0% Q2 2026 Aug 11, 2026
Rakuten Investment Management, Inc. History No change 47,138,834 1,505,142 4.35% 4.35% 2 0 0.0% Q2 2026 Aug 17, 2026
BANK OF AMERICA CORP /DE/ History No change 35,964,374 1,140,430 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 33,504,136 1,062,416 0.24% 0.24% 4 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 27,882,415 884,151 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 25,487,103 808,196 0.74% 0.74% 6 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 18,067,002 572,904 0.16% 0.16% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 17,667,059 560,222 0.13% 0.13% 8 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 14,272,113 452,568 0.06% 0.06% 9 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 13,574,503 430,447 2.37% 2.37% 10 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 13,398,710 424,873 0.23% 0.23% 11 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 12,619,208 400,155 0.77% 0.77% 12 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 11,007,943 349,062 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 10,869,562 344,702 0.41% 0.41% 14 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 10,190,067 323,127 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 9,917,423 314,481 5.91% 5.91% 16 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 9,607,085 304,640 0.38% 0.38% 17 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 8,187,261 259,683 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 6,973,748 221,137 0.23% 0.23% 19 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 6,750,017 214,043 0.44% 0.44% 20 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 6,649,246 210,848 0.49% 0.49% 21 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Planning, Inc. History Added to 6,279,518 204,272 50.58% 51.09% 22 +29,169 0.47% Q3 2026 Oct 08, 2026
CIBC WORLD MARKET INC. History No change 6,233,348 197,659 0.32% 0.32% 23 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 5,394,015 171,044 4.26% 4.26% 24 0 0.0% Q2 2026 Jul 28, 2026
HHM Wealth Advisors, LLC History No change 5,312,613 168,462 16.91% 16.91% 25 0 0.0% Q2 2026 Jul 13, 2026
HighTower Advisors, LLC History No change 5,226,355 165,727 0.16% 0.16% 26 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,932,758 158,286 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 4,807,434 154,770 0.26% 0.26% 28 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 4,737,864 150,237 0.09% 0.09% 29 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 4,471,583 141,793 0.47% 0.47% 30 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 3,890,026 124,208 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 3,635,397 115,278 0.37% 0.37% 32 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 3,261,496 103,422 0.12% 0.12% 33 0 0.0% Q2 2026 Jul 28, 2026
Berger Financial Group, Inc History No change 3,205,319 101,640 5.19% 5.19% 34 0 0.0% Q2 2026 Aug 04, 2026
Cresset Asset Management, LLC History No change 2,989,722 94,804 0.34% 0.34% 35 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,835,812 89,923 0.11% 0.11% 36 0 0.0% Q2 2026 Aug 19, 2026
FIFTH THIRD BANCORP History No change 2,764,001 87,646 0.14% 0.14% 37 0 0.0% Q2 2026 Aug 05, 2026
Valmark Advisers, Inc. History No change 2,632,336 83,471 0.89% 0.89% 38 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,627,248 83,310 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 2,522,251 79,980 0.1% 0.1% 40 0 0.0% Q2 2026 Aug 14, 2026
Golden Reserve Retirement LLC History No change 2,339,310 74,179 11.68% 11.68% 41 0 0.0% Q2 2026 Aug 04, 2026
Asset Advisors Investment Management, LLC History No change 2,326,736 73,780 6.77% 6.77% 42 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 2,324,517 73,710 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 2,289,163 72,589 0.27% 0.27% 44 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 2,080,899 65,985 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 2,075,065 65,800 0.1% 0.1% 46 0 0.0% Q2 2026 Jul 22, 2026
Summit Asset Management, LLC History No change 2,068,062 65,578 8.4% 8.4% 47 0 0.0% Q2 2026 Aug 06, 2026
HARBOUR INVESTMENTS, INC. History No change 2,054,311 65,142 0.88% 0.88% 48 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 2,043,019 64,784 0.38% 0.38% 49 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Bank History No change 1,963,094 62,249 100.0% 100.0% 50 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 1,955,264 62,001 0.34% 0.34% 51 0 0.0% Q2 2026 Jul 24, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 1,953,598 61,948 6.19% 6.19% 52 0 0.0% Q2 2026 Jul 07, 2026
Spinnaker Investment Group, LLC History No change 1,933,604 61,314 9.82% 9.82% 53 0 0.0% Q2 2026 Jul 10, 2026
Summit Financial Wealth Advisors, LLC History No change 1,925,060 61,043 7.81% 7.81% 54 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,921,962 60,945 0.34% 0.34% 55 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 1,906,589 60,457 5.47% 5.47% 56 0 0.0% Q2 2026 Aug 07, 2026
Brookstone Capital Management History No change 1,889,445 59,914 0.6% 0.6% 57 0 0.0% Q2 2026 Jul 15, 2026
Allied Investment Advisors, LLC History No change 1,871,398 59,342 7.45% 7.45% 58 0 0.0% Q2 2026 Jul 20, 2026
BOKF, NA History No change 1,869,323 59,276 0.82% 0.82% 59 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 1,868,823 59,260 0.66% 0.66% 60 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Wealth History No change 1,841,246 58,385 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 1,818,289 57,657 1.78% 1.78% 62 0 0.0% Q2 2026 Jul 09, 2026
Main Street Financial Solutions, LLC History No change 1,816,438 57,599 3.69% 3.69% 63 0 0.0% Q2 2026 Aug 07, 2026
Whelan Financial History No change 1,788,794 56,722 15.45% 15.45% 64 0 0.0% Q2 2026 Jul 24, 2026
HB Wealth Management, LLC History No change 1,780,558 56,461 0.32% 0.32% 65 0 0.0% Q2 2026 Jul 29, 2026
MCF Advisors LLC History No change 1,776,276 56,325 2.01% 2.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 1,759,557 55,795 0.26% 0.26% 67 0 0.0% Q2 2026 Aug 18, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 1,694,694 55,128 16.64% 16.95% 68 -13,778 -0.81% Q3 2026 Oct 01, 2026
Sarver Vrooman Wealth Advisors History Added to 1,694,611 55,125 32.43% 31.82% 69 +33,514 2.02% Q3 2026 Oct 01, 2026
Steward Partners Investment Advisory, LLC History No change 1,719,889 54,537 0.28% 0.28% 70 0 0.0% Q2 2026 Aug 13, 2026
Scott Capital Advisors, LLC History No change 1,718,381 54,489 8.53% 8.53% 71 0 0.0% Q2 2026 Jul 10, 2026
Northwest Quadrant Wealth Management, LLC History No change 1,718,037 54,478 10.09% 10.09% 72 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 1,667,995 54,260 0.38% 0.37% 73 +162,228 10.77% Q3 2026 Oct 08, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,699,724 53,898 1.44% 1.44% 74 0 0.0% Q2 2026 Aug 07, 2026
Keudell/Morrison Wealth Management History No change 1,690,577 53,608 10.13% 10.13% 75 0 0.0% Q2 2026 Jul 15, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,688,134 53,530 0.08% 0.08% 76 0 0.0% Q2 2026 Aug 13, 2026
CGC Financial Services, LLC History No change 1,641,970 52,066 11.71% 11.71% 77 0 0.0% Q2 2026 Jul 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,581,000 52,030 1.87% 1.87% 78 0 0.0% Q2 2026 Jul 23, 2026
Leelyn Smith, LLC History No change 1,629,344 51,666 6.28% 6.28% 79 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 1,613,157 51,179 0.56% 0.56% 80 0 0.0% Q2 2026 Aug 04, 2026
Noble Family Wealth, LLC History No change 1,605,116 50,898 9.11% 9.11% 81 0 0.0% Q2 2026 Aug 04, 2026
Evergreen Advisors, LLC History No change 1,568,137 49,725 10.61% 10.61% 82 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 1,527,109 48,424 0.53% 0.53% 83 0 0.0% Q2 2026 Aug 03, 2026
VICTORY FINANCIAL GROUP, LLC History No change 1,514,996 48,040 5.04% 5.04% 84 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 1,496,093 47,441 0.29% 0.29% 85 0 0.0% Q2 2026 Jul 20, 2026
Curran Financial Partners, LLC History No change 1,490,202 47,254 7.03% 7.03% 86 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 1,478,320 46,877 0.31% 0.31% 87 0 0.0% Q2 2026 Sep 08, 2026
Janney Montgomery Scott LLC History No change 1,464,701 46,446 0.09% 0.09% 88 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 1,461,933 46,357 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Cedar Wealth Management, LLC History No change 1,435,868 45,531 11.71% 11.71% 90 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 1,421,380 45,071 0.44% 0.44% 91 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 1,371,794 43,499 0.26% 0.26% 92 0 0.0% Q2 2026 Aug 17, 2026
Aptus Capital Advisors, LLC History No change 1,313,803 41,660 0.29% 0.29% 93 0 0.0% Q2 2026 Aug 12, 2026
ForthRight Wealth Management, LLC History No change 1,297,540 41,144 10.53% 10.53% 94 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 1,262,852 40,045 0.81% 0.81% 95 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 1,255,770 39,820 0.18% 0.18% 96 0 0.0% Q2 2026 Jul 27, 2026
Apriem Advisors History No change 1,230,371 39,015 3.38% 3.38% 97 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 1,228,413 38,952 9.0% 9.0% 98 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 1,221,445 38,732 0.33% 0.33% 99 0 0.0% Q2 2026 Aug 06, 2026
CRA Financial Services, LLC History No change 1,220,811 38,711 4.46% 4.46% 100 0 0.0% Q2 2026 Jul 24, 2026
Coastal Bridge Advisors, LLC History No change 1,213,720 38,487 2.38% 2.38% 101 0 0.0% Q2 2026 Aug 17, 2026
First Command Advisory Services, Inc. History No change 1,206,375 38,254 0.23% 0.23% 102 0 0.0% Q2 2026 Aug 10, 2026
Qube Research & Technologies Ltd History No change 1,191,565 37,784 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,189,016 37,704 0.75% 0.75% 104 0 0.0% Q2 2026 Aug 11, 2026
Steele Capital Management, Inc. History No change 1,169,147 37,073 1.36% 1.36% 105 0 0.0% Q2 2026 Jul 28, 2026
ALBION FINANCIAL GROUP /UT History No change 1,164,512 36,926 2.14% 2.14% 106 0 0.0% Q2 2026 Jul 22, 2026
LVW Advisors, LLC History No change 1,158,802 36,745 3.17% 3.17% 107 0 0.0% Q2 2026 Jul 15, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 1,121,047 36,467 5.94% 5.52% 108 +79,034 7.58% Q3 2026 Oct 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,142,449 36,353 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 1,124,144 35,646 0.16% 0.16% 110 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 1,108,518 35,151 0.09% 0.09% 111 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 1,096,910 34,783 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 06, 2026
eCIO, Inc. History No change 1,064,896 33,767 9.49% 9.49% 113 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 1,064,829 33,765 0.28% 0.28% 114 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 1,061,177 33,649 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 1,013,858 33,580 0.1% 0.1% 116 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 1,045,500 33,152 0.0% 0.0% 117 0 0.0% Q2 2026 Sep 02, 2026
NewEdge Advisors, LLC History No change 1,039,042 32,948 0.1% 0.1% 118 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,029,470 32,644 0.52% 0.52% 119 0 0.0% Q2 2026 Aug 10, 2026
Aspire Capital Advisors LLC History No change 990,458 31,407 6.12% 6.12% 120 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 986,443 31,280 0.14% 0.14% 121 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 985,149 31,239 0.13% 0.13% 122 0 0.0% Q2 2026 Aug 11, 2026
Stonehearth Capital Management, LLC History No change 969,332 30,737 10.49% 10.49% 123 0 0.0% Q2 2026 Jul 07, 2026
Financial Insights, Inc. History No change 965,398 30,612 8.06% 8.06% 124 0 0.0% Q2 2026 Aug 25, 2026
REGIMEN WEALTH, LLC History No change 945,328 29,976 8.08% 8.08% 125 0 0.0% Q2 2026 Aug 05, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 940,642 29,827 9.2% 9.2% 126 0 0.0% Q2 2026 Jul 22, 2026
Newman Dignan & Sheerar, Inc. History No change 938,972 29,774 5.69% 5.69% 127 0 0.0% Q2 2026 Jul 14, 2026
Eagle Capital Management, LLC History No change 934,410 29,630 10.12% 10.12% 128 0 0.0% Q2 2026 Jul 13, 2026
American Financial Advisors, LLC History No change 930,420 29,503 3.55% 3.55% 129 0 0.0% Q2 2026 Jul 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 922,147 29,444 0.38% 0.38% 130 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 924,059 29,301 0.74% 0.74% 131 0 0.0% Q2 2026 Aug 07, 2026
Carolina Wealth Management Inc History No change 909,270 28,832 13.26% 13.26% 132 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 906,142 28,733 1.49% 1.49% 133 0 0.0% Q2 2026 Aug 14, 2026
Souders Financial Advisors History No change 887,309 28,136 2.83% 2.83% 134 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 878,572 27,859 0.08% 0.08% 135 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 877,326 27,819 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 874,061 27,716 1.08% 1.08% 137 0 0.0% Q2 2026 Aug 14, 2026
Capital Advantage, Inc. History No change 873,130 27,686 3.38% 3.38% 138 0 0.0% Q2 2026 Jul 13, 2026
SRH ADVISORS, LLC History No change 873,081 27,685 7.05% 7.05% 139 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 869,659 27,576 0.5% 0.5% 140 0 0.0% Q2 2026 Jul 31, 2026
Tradition Wealth Management, LLC History No change 858,029 27,208 1.66% 1.66% 141 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 850,999 26,985 1.23% 1.23% 142 0 0.0% Q2 2026 Jul 23, 2026
Walker Financial Services, Inc. History No change 842,806 26,725 8.27% 8.27% 143 0 0.0% Q2 2026 Jul 15, 2026
White Lighthouse Investment Management Inc. History No change 835,391 26,490 3.3% 3.3% 144 0 0.0% Q2 2026 Aug 04, 2026
DAGCO, INC. History No change 822,011 26,065 4.82% 4.82% 145 0 0.0% Q2 2026 Jul 10, 2026
Ledyard National Bank History No change 821,527 26,050 2.09% 2.09% 146 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 820,421 26,015 1.31% 1.31% 147 0 0.0% Q2 2026 Jul 16, 2026
Modern Wealth Management, LLC History No change 818,307 25,948 0.31% 0.31% 148 0 0.0% Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 796,851 25,921 16.77% 15.98% 149 +34,636 4.54% Q3 2026 Oct 07, 2026
Joule Financial, LLC History No change 812,806 25,774 6.99% 6.99% 150 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 807,902 25,618 0.26% 0.26% 151 0 0.0% Q2 2026 Aug 11, 2026
McCarthy Asset Management, Inc. History No change 805,382 25,538 12.1% 12.1% 152 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 791,541 25,099 0.46% 0.46% 153 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 789,473 25,034 0.41% 0.41% 154 0 0.0% Q2 2026 Jul 31, 2026
WIT, LLC History No change 786,995 24,955 0.4% 0.4% 155 0 0.0% Q2 2026 Aug 14, 2026
Elite Financial, Inc. History No change 753,185 23,883 9.65% 9.65% 156 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 753,060 23,879 0.27% 0.27% 157 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 752,164 23,851 0.36% 0.36% 158 0 0.0% Q2 2026 Aug 10, 2026
Advisors Preferred, LLC History No change 731,730 23,700 3.67% 3.67% 159 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 746,454 23,670 0.45% 0.45% 160 0 0.0% Q2 2026 Jul 09, 2026
Arax Advisory Partners History No change 746,317 23,665 0.16% 0.16% 161 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 744,672 23,613 0.17% 0.17% 162 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation & Management Company, LLC History No change 739,872 23,461 7.64% 7.64% 163 0 0.0% Q2 2026 Jul 15, 2026
Weitzel Financial Services, Inc. History No change 709,142 22,823 7.76% 7.76% 164 0 0.0% Q2 2026 Jul 14, 2026
IFP Advisors, Inc History No change 712,723 22,600 0.41% 0.41% 165 0 0.0% Q2 2026 Jul 20, 2026
Powers Advisory Group, LLC History No change 710,781 22,538 7.06% 7.06% 166 0 0.0% Q2 2026 Jul 31, 2026
Southland Equity Partners LLC History No change 706,182 22,393 3.92% 3.92% 167 0 0.0% Q2 2026 Jul 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 692,830 21,969 0.35% 0.35% 168 0 0.0% Q2 2026 Jul 28, 2026
Venture Visionary Partners LLC History Added to 673,332 21,903 0.57% 0.59% 169 +3,752 0.56% Q3 2026 Oct 07, 2026
Curi Capital, LLC History No change 685,875 21,749 0.34% 0.34% 170 0 0.0% Q2 2026 Aug 14, 2026
Asset Allocation Strategies LLC History No change 685,427 21,734 3.35% 3.35% 171 0 0.0% Q2 2026 Aug 17, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 656,368 21,351 2.0% 1.97% 172 -10,197 -1.53% Q3 2026 Oct 08, 2026
Montis Financial, LLC History No change 672,864 21,336 4.36% 4.36% 173 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 672,307 21,318 0.33% 0.33% 174 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 655,779 20,794 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 03, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 635,884 20,685 4.2% 4.19% 176 -6,397 -1.0% Q3 2026 Oct 07, 2026
Rockefeller Capital Management L.P. History No change 645,546 20,470 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 641,163 20,331 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 637,710 20,221 0.84% 0.84% 179 0 0.0% Q2 2026 Jul 23, 2026
Everest Financial Group LLC History No change 637,000 20,199 2.74% 2.74% 180 0 0.0% Q2 2026 Aug 10, 2026
DAVENPORT & Co LLC History No change 636,665 20,188 0.1% 0.1% 181 0 0.0% Q2 2026 Jul 13, 2026
Lido Advisors, LLC History No change 633,855 20,101 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 633,731 20,095 1.56% 1.56% 183 0 0.0% Q2 2026 Jul 16, 2026
Legacy Edge Advisors, LLC History No change 632,796 20,065 1.84% 1.84% 184 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 632,744 20,064 0.92% 0.92% 185 0 0.0% Q2 2026 Aug 11, 2026
Advisory Alpha, LLC History No change 632,443 20,054 0.49% 0.49% 186 0 0.0% Q2 2026 Aug 11, 2026
LongView Wealth Management History No change 629,765 19,969 5.12% 5.12% 187 0 0.0% Q2 2026 Jul 17, 2026
Global Wealth Management, LLC History No change 628,850 19,940 10.15% 10.15% 188 0 0.0% Q2 2026 Jul 20, 2026
Prosperity Consulting Group, LLC History No change 617,652 19,585 0.74% 0.74% 189 0 0.0% Q2 2026 Aug 13, 2026
Brady Martz Wealth Solutions, LLC History No change 616,226 19,540 2.95% 2.95% 190 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 614,431 19,483 1.16% 1.16% 191 0 0.0% Q2 2026 Aug 05, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 610,039 19,344 11.79% 11.79% 192 0 0.0% Q2 2026 Jul 21, 2026
Principle Wealth Partners LLC History No change 609,404 19,324 0.95% 0.95% 193 0 0.0% Q2 2026 Aug 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 603,599 19,140 0.36% 0.36% 194 0 0.0% Q2 2026 Jul 15, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 602,649 19,110 7.08% 7.08% 195 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 598,106 18,979 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 597,717 18,953 3.73% 3.73% 197 0 0.0% Q2 2026 Aug 17, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 595,950 18,897 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 30, 2026
MORTON COMMUNITY BANK History No change 590,596 18,727 3.81% 3.81% 199 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 587,675 18,635 0.2% 0.2% 200 0 0.0% Q2 2026 Aug 03, 2026
Kohmann Bosshard Financial Services, LLC History No change 585,877 18,578 1.58% 1.58% 201 0 0.0% Q2 2026 Jul 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 584,465 18,533 1.6% 1.6% 202 0 0.0% Q2 2026 Jul 27, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 578,519 18,344 2.87% 2.87% 203 0 0.0% Q2 2026 Aug 07, 2026
Foguth Wealth Management, LLC. History No change 559,502 18,323 2.08% 2.08% 204 0 0.0% Q2 2026 Jul 21, 2026
Mayflower Financial Advisors, LLC History No change 574,381 18,213 1.57% 1.57% 205 0 0.0% Q2 2026 Jul 09, 2026
Prepared Retirement Institute LLC History No change 569,163 18,048 7.68% 7.68% 206 0 0.0% Q2 2026 Aug 10, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 568,963 18,041 5.58% 5.58% 207 0 0.0% Q2 2026 Jul 21, 2026
Opulen Financial Group LLC History No change 567,755 18,003 11.32% 11.32% 208 0 0.0% Q2 2026 Jul 27, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 560,479 17,767 2.05% 2.05% 209 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 559,189 17,731 0.22% 0.22% 210 0 0.0% Q2 2026 Jul 20, 2026
Gotham Asset Management, LLC History No change 558,773 17,718 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 558,571 17,712 0.38% 0.38% 212 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial, LLC History No change 552,588 17,522 0.19% 0.19% 213 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 550,939 17,470 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 11, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 549,648 17,429 0.65% 0.65% 215 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 540,267 17,131 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 11, 2026
Silver Coast Investments LLC History No change 536,364 17,008 5.06% 5.06% 217 0 0.0% Q2 2026 Jul 24, 2026
Madison Asset Management, LLC History No change 535,292 16,974 0.2% 0.2% 218 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History No change 530,769 16,830 0.34% 0.34% 219 0 0.0% Q2 2026 Jul 30, 2026
Asset One Wealth Management LLC History No change 513,677 16,612 1.75% 1.75% 220 0 0.0% Q2 2026 Aug 13, 2026
Financial Guidance Group, Inc. History No change 517,863 16,421 6.14% 6.14% 221 0 0.0% Q2 2026 Jul 22, 2026
Sound View Wealth Advisors Group, LLC History No change 517,197 16,400 1.02% 1.02% 222 0 0.0% Q2 2026 Aug 11, 2026
Bouchey Financial Group, Ltd. History No change 514,953 16,329 1.05% 1.05% 223 0 0.0% Q2 2026 Jul 27, 2026
Kingsview Wealth Management, LLC History No change 506,762 16,069 0.19% 0.19% 224 0 0.0% Q2 2026 Aug 18, 2026
Curbstone Financial Management Corp History No change 498,692 15,813 2.69% 2.69% 225 0 0.0% Q2 2026 Jul 14, 2026
Whitegate Investment Counselors, Inc. History No change 497,459 15,774 4.49% 4.49% 226 0 0.0% Q2 2026 Aug 10, 2026
Capital Asset Advisory Services LLC History No change 497,068 15,762 0.57% 0.57% 227 0 0.0% Q2 2026 Aug 14, 2026
GSG Advisors LLC History No change 496,190 15,734 3.46% 3.46% 228 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 492,325 15,611 4.47% 4.47% 229 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 491,300 15,579 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 14, 2026
truNorth Financial Services, Inc. History No change 488,015 15,474 13.86% 13.86% 231 0 0.0% Q2 2026 Jul 30, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 485,800 15,404 1.27% 1.27% 232 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 485,030 15,379 1.56% 1.56% 233 0 0.0% Q2 2026 Aug 13, 2026
Christensen, King & Associates Investment Services, Inc. History No change 484,902 15,376 6.11% 6.11% 234 0 0.0% Q2 2026 Jul 14, 2026
Mendel Capital Management LLC History No change 484,713 15,370 6.92% 6.92% 235 0 0.0% Q2 2026 Jul 21, 2026
Friday Financial History Added to 470,332 15,361 3.04% 3.17% 236 +106,524 29.28% Q3 2026 Oct 09, 2026
Schaeffer Financial LLC History No change 482,072 15,286 11.82% 11.82% 237 0 0.0% Q2 2026 Aug 03, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 479,137 15,193 7.02% 7.02% 238 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 478,115 15,160 0.24% 0.24% 239 0 0.0% Q2 2026 Jul 22, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 475,724 15,085 7.21% 7.21% 240 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 474,504 15,046 0.17% 0.17% 241 0 0.0% Q2 2026 Aug 04, 2026
TRUE Private Wealth Advisors History No change 473,631 15,018 1.3% 1.3% 242 0 0.0% Q2 2026 Jul 23, 2026
Lighthouse Wealth Management Inc. History No change 471,641 14,955 9.29% 9.29% 243 0 0.0% Q2 2026 Jul 22, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 470,729 14,926 3.67% 3.67% 244 0 0.0% Q2 2026 Jul 30, 2026
DMKC Advisory Services, LLC History No change 468,762 14,864 2.81% 2.81% 245 0 0.0% Q2 2026 Jul 07, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 468,335 14,850 3.75% 3.75% 246 0 0.0% Q2 2026 Jul 20, 2026
Courage Miller Partners, LLC History No change 468,296 14,849 3.92% 3.92% 247 0 0.0% Q2 2026 Jul 23, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 464,827 14,739 3.43% 3.43% 248 0 0.0% Q2 2026 Aug 14, 2026
PLANNING DIRECTIONS INC History No change 459,308 14,564 6.75% 6.75% 249 0 0.0% Q2 2026 Aug 10, 2026
Charles Schwab Trust Co History No change 458,590 14,541 0.81% 0.81% 250 0 0.0% Q2 2026 Jul 10, 2026
Next Level Wealth Planning, LLC History No change 455,656 14,448 6.36% 6.36% 251 0 0.0% Q2 2026 Jul 30, 2026
Mutual Advisors, LLC History No change 452,686 14,354 0.27% 0.27% 252 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 452,483 14,348 1.36% 1.36% 253 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 451,863 14,328 1.95% 1.95% 254 0 0.0% Q2 2026 Jul 20, 2026
Coastwise Capital Group, LLC History No change 449,966 14,268 8.29% 8.29% 255 0 0.0% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History No change 446,114 14,146 0.22% 0.22% 256 0 0.0% Q2 2026 Aug 05, 2026
Legacy Financial Strategies, LLC History No change 437,276 13,866 2.15% 2.15% 257 0 0.0% Q2 2026 Jul 21, 2026
Sunburst Financial Group, LLC History Reduced 423,022 13,760 2.18% 2.2% 258 -5,359 -1.25% Q3 2026 Oct 08, 2026
FINANCIAL CONSULATE, INC History No change 426,828 13,534 1.51% 1.51% 259 0 0.0% Q2 2026 Jul 23, 2026
Dakota Wealth Management History No change 422,715 13,404 0.26% 0.26% 260 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Capital Management, LLC History No change 421,081 13,352 3.22% 3.22% 261 0 0.0% Q2 2026 Aug 13, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 420,897 13,346 2.52% 2.52% 262 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 433,016 13,318 0.22% 0.22% 263 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 417,546 13,240 0.7% 0.7% 264 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 416,241 13,199 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 13, 2026
Pacific Capital Wealth Advisors, Inc. History No change 413,829 13,122 1.98% 1.98% 266 0 0.0% Q2 2026 Jul 09, 2026
Acorn Wealth Advisors, LLC History No change 411,257 13,040 3.18% 3.18% 267 0 0.0% Q2 2026 Jul 30, 2026
BlueChip Wealth Advisors LLC History No change 410,081 13,003 4.93% 4.93% 268 0 0.0% Q2 2026 Jul 30, 2026
Platform Technology Partners History No change 409,809 12,995 2.13% 2.13% 269 0 0.0% Q2 2026 Jul 24, 2026
DHJJ Financial Advisors, Ltd. History No change 405,666 12,863 3.71% 3.71% 270 0 0.0% Q2 2026 Jul 24, 2026
Richardson Capital Management LLC History No change 403,966 12,809 5.47% 5.47% 271 0 0.0% Q2 2026 Jul 17, 2026
Canvas Wealth Advisors, LLC History No change 401,118 12,719 1.77% 1.77% 272 0 0.0% Q2 2026 Jul 10, 2026
Concurrent Investment Advisors, LLC History No change 400,330 12,694 0.11% 0.11% 273 0 0.0% Q2 2026 Jul 27, 2026
Bruce G. Allen Investments, LLC History No change 399,879 12,680 8.08% 8.08% 274 0 0.0% Q2 2026 Jul 31, 2026
Wealthspire Retirement, LLC History No change 399,700 12,674 0.7% 0.7% 275 0 0.0% Q2 2026 Aug 12, 2026
Investor's Fiduciary Advisor Network, LLC History No change 397,125 12,592 4.28% 4.28% 276 0 0.0% Q2 2026 Aug 13, 2026
Red Mountain Financial, LLC History No change 396,823 12,583 10.56% 10.56% 277 0 0.0% Q2 2026 Jul 21, 2026
Monetary Solutions, Ltd History No change 393,111 12,465 10.74% 10.74% 278 0 0.0% Q2 2026 Jul 23, 2026
XML Financial, LLC History No change 390,817 12,392 0.9% 0.9% 279 0 0.0% Q2 2026 Jul 24, 2026
Baker Ellis Asset Management LLC History No change 388,699 12,325 1.28% 1.28% 280 0 0.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History No change 387,669 12,289 0.32% 0.32% 281 0 0.0% Q2 2026 Jul 07, 2026
American Alpha Advisors, LLC History No change 386,969 12,270 6.63% 6.63% 282 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 386,258 12,248 4.3% 4.3% 283 0 0.0% Q2 2026 Jul 21, 2026
Fifth Third Wealth Advisors LLC History No change 384,773 12,201 0.34% 0.34% 284 0 0.0% Q2 2026 Jul 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 383,686 12,166 2.68% 2.68% 285 0 0.0% Q2 2026 Jul 07, 2026
Latko Wealth Management, Ltd. History No change 382,593 12,132 5.15% 5.15% 286 0 0.0% Q2 2026 Jul 24, 2026
Clay Northam Wealth Management, LLC History No change 380,858 12,077 5.94% 5.94% 287 0 0.0% Q2 2026 Aug 10, 2026
Fairway Financial, LLC History No change 380,828 12,076 8.26% 8.26% 288 0 0.0% Q2 2026 Aug 03, 2026
Keystone Financial Group, Inc. History No change 380,415 12,062 6.33% 6.33% 289 0 0.0% Q2 2026 Jul 21, 2026
WealthPlan Investment Management, LLC History No change 380,233 12,057 0.6% 0.6% 290 0 0.0% Q2 2026 Jul 28, 2026
CAHILL FINANCIAL ADVISORS INC History No change 379,548 12,035 1.16% 1.16% 291 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 379,307 12,027 0.13% 0.13% 292 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 378,246 11,994 0.48% 0.48% 293 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 376,960 11,953 0.11% 0.11% 294 0 0.0% Q2 2026 Aug 06, 2026
Moran Wealth Management, LLC History No change 375,959 11,921 0.33% 0.33% 295 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 375,523 11,907 0.21% 0.21% 296 0 0.0% Q2 2026 Jul 14, 2026
ASSETMARK, INC History No change 367,249 11,645 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 30, 2026
Winthrop Advisory Group LLC History No change 366,832 11,632 0.78% 0.78% 298 0 0.0% Q2 2026 Jul 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 366,061 11,607 0.33% 0.33% 299 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 364,874 11,570 1.7% 1.7% 300 0 0.0% Q2 2026 Aug 06, 2026
Kellett Wealth Advisors, LLC History No change 364,899 11,570 5.39% 5.39% 301 0 0.0% Q2 2026 Jul 23, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 364,332 11,552 6.33% 6.33% 302 0 0.0% Q2 2026 Jul 20, 2026
Prosperitas Financial LLC History No change 364,240 11,550 3.7% 3.7% 303 0 0.0% Q2 2026 Aug 19, 2026
Drucker Wealth 3.0, LLC History No change 363,376 11,522 1.82% 1.82% 304 0 0.0% Q2 2026 Jul 13, 2026
Lakeshore Financial Planning, Inc. History No change 363,303 11,520 3.71% 3.71% 305 0 0.0% Q2 2026 Jul 13, 2026
Corient Private Wealth LP History No change 362,931 11,508 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 27, 2026
Kure Advisory, LLC History Added to 352,119 11,454 5.29% 5.16% 307 +9,132 2.66% Q3 2026 Oct 08, 2026
Mission Hills Financial Advisory, LLC History No change 360,484 11,430 5.02% 5.02% 308 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 359,359 11,395 0.05% 0.05% 309 0 0.0% Q2 2026 Aug 03, 2026
MBA Advisors LLC History No change 358,869 11,379 3.83% 3.83% 310 0 0.0% Q2 2026 Jul 28, 2026
Biondo Investment Advisors, LLC History No change 358,450 11,366 1.39% 1.39% 311 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 357,685 11,342 0.06% 0.06% 312 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 352,790 11,187 0.37% 0.37% 313 0 0.0% Q2 2026 Jul 31, 2026
McAlister, Sweet & Associates, Inc. History Added to 343,226 11,165 7.05% 5.75% 314 +4,202 1.24% Q3 2026 Oct 07, 2026
IMA Advisory Services, Inc. History No change 350,749 11,122 0.7% 0.7% 315 0 0.0% Q2 2026 Aug 10, 2026
Squarepoint Ops LLC History No change 350,100 11,101 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 349,290 11,075 0.4% 0.4% 317 0 0.0% Q2 2026 Jul 21, 2026
Mayfair Advisory Group, LLC History No change 332,594 11,072 3.34% 3.34% 318 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 346,246 10,979 0.38% 0.38% 319 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 343,606 10,895 1.89% 1.89% 320 0 0.0% Q2 2026 Aug 10, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 10,533,989 10,894 13.12% 13.12% 321 0 0.0% Q2 2026 Jul 27, 2026
Robbins Farley History No change 342,610 10,864 4.17% 4.17% 322 0 0.0% Q2 2026 Jul 22, 2026
Phil A. Younker & Associates, Ltd. History No change 342,607 10,864 7.32% 7.32% 323 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 341,904 10,841 0.13% 0.13% 324 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 339,120 10,753 0.69% 0.69% 325 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 336,670 10,675 0.58% 0.58% 326 0 0.0% Q2 2026 Aug 06, 2026
Meridian Financial Advisors, LLC History No change 336,197 10,660 5.12% 5.12% 327 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 335,788 10,647 0.18% 0.18% 328 0 0.0% Q2 2026 Aug 11, 2026
Fidelis Wealth Advisors LLC History No change 334,109 10,594 15.87% 15.87% 329 0 0.0% Q2 2026 Aug 13, 2026
Johnson & White Wealth Management, LLC History No change 333,090 10,562 3.95% 3.95% 330 0 0.0% Q2 2026 Jul 16, 2026
HBW ADVISORY SERVICES LLC History No change 332,830 10,554 0.95% 0.95% 331 0 0.0% Q2 2026 Jul 16, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 322,879 10,503 2.69% 2.67% 332 -639 -0.2% Q3 2026 Oct 06, 2026
STEVENS CAPITAL PARTNERS History No change 329,569 10,450 1.99% 1.99% 333 0 0.0% Q2 2026 Aug 07, 2026
YHB Investment Advisors, Inc. History Reduced 320,278 10,418 0.66% 0.65% 334 -377 -0.12% Q3 2026 Oct 08, 2026
Barry Investment Advisors, LLC History No change 326,312 10,347 2.16% 2.16% 335 0 0.0% Q2 2026 Jul 09, 2026
Redhawk Wealth Advisors, Inc. History No change 325,850 10,332 1.02% 1.02% 336 0 0.0% Q2 2026 Jul 09, 2026
Betterment LLC History No change 325,702 10,328 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 323,324 10,252 0.62% 0.62% 338 0 0.0% Q2 2026 Aug 07, 2026
Benchmark Financial Wealth Advisors, LLC History No change 323,158 10,247 2.53% 2.53% 339 0 0.0% Q2 2026 Jul 17, 2026
Joseph Group Capital Management History No change 322,053 10,212 2.15% 2.15% 340 0 0.0% Q2 2026 Aug 06, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 313,441 10,196 5.52% 5.43% 341 -3,872 -1.22% Q3 2026 Oct 06, 2026
Purpose Unlimited Inc. History No change 320,292 10,156 0.39% 0.39% 342 0 0.0% Q2 2026 Aug 13, 2026
Appalachian Capital Management Ltd History No change 319,735 10,138 7.35% 7.35% 343 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 313,962 10,060 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 13, 2026
Duncan Williams Asset Management, LLC History No change 317,239 10,059 2.27% 2.27% 345 0 0.0% Q2 2026 Jul 22, 2026
Fiduciary Alliance LLC History No change 316,561 10,038 0.68% 0.68% 346 0 0.0% Q2 2026 Jul 20, 2026
Coquina Private Wealth LLC History No change 312,259 9,901 6.72% 6.72% 347 0 0.0% Q2 2026 Jul 29, 2026
Investors Research Corp History Added to 302,624 9,844 1.73% 1.65% 348 +12,262 4.22% Q3 2026 Oct 07, 2026
Robertson Stephens Wealth Management, LLC History No change 310,258 9,838 0.24% 0.24% 349 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 309,885 9,826 0.07% 0.07% 350 0 0.0% Q2 2026 Aug 14, 2026
New Insight Wealth Advisors History No change 308,724 9,789 2.89% 2.89% 351 0 0.0% Q2 2026 Jul 27, 2026
HBK Sorce Advisory LLC History No change 289,747 9,747 0.18% 0.18% 352 0 0.0% Q2 2026 Aug 06, 2026
New England Private Wealth Advisors LLC History No change 292,384 9,733 0.94% 0.94% 353 0 0.0% Q2 2026 Aug 04, 2026
Premier Private Wealth Management LLC History No change 306,387 9,715 8.5% 8.5% 354 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 306,159 9,708 0.25% 0.25% 355 0 0.0% Q2 2026 Aug 04, 2026
Sage Financial Management Group, Inc. History No change 303,678 9,629 2.65% 2.65% 356 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 300,951 9,543 0.52% 0.52% 357 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL PLANNING, INC History No change 300,191 9,519 3.23% 3.23% 358 0 0.0% Q2 2026 Aug 06, 2026
Diversified Enterprises, LLC History No change 299,543 9,498 0.46% 0.46% 359 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 298,357 9,460 0.58% 0.58% 360 0 0.0% Q2 2026 Aug 11, 2026
B&D White Capital Company, LLC History No change 296,287 9,395 0.94% 0.94% 361 0 0.0% Q2 2026 Jul 31, 2026
BENJAMIN EDWARDS INC History No change 295,957 9,385 0.09% 0.09% 362 0 0.0% Q2 2026 Jul 24, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 294,746 9,346 0.27% 0.27% 363 0 0.0% Q2 2026 Aug 05, 2026
PENNEY FINANCIAL, LLC History No change 293,595 9,309 3.25% 3.25% 364 0 0.0% Q2 2026 Jul 22, 2026
LaSalle St. Investment Advisors, LLC History No change 293,484 9,306 1.14% 1.14% 365 0 0.0% Q2 2026 Aug 11, 2026
Orgel Wealth Management, LLC History No change 293,403 9,303 0.18% 0.18% 366 0 0.0% Q2 2026 Jul 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 292,407 9,272 0.11% 0.11% 367 0 0.0% Q2 2026 Aug 14, 2026
Livet Wealth, LLC History No change 290,827 9,222 5.32% 5.32% 368 0 0.0% Q2 2026 Jul 28, 2026
Navalign, LLC History No change 290,110 9,199 2.14% 2.14% 369 0 0.0% Q2 2026 Jul 27, 2026
Avant Capital LLC History No change 289,514 9,180 5.75% 5.75% 370 0 0.0% Q2 2026 Aug 12, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 282,125 9,177 6.01% 6.5% 371 -22,330 -7.33% Q3 2026 Oct 06, 2026
Karras Company, Inc. History No change 287,846 9,127 8.27% 8.27% 372 0 0.0% Q2 2026 Jul 23, 2026
PITTENGER & ANDERSON INC History No change 286,139 9,073 0.32% 0.32% 373 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 285,569 9,055 1.76% 1.76% 374 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 285,201 9,043 2.15% 2.15% 375 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History No change 283,307 8,983 0.25% 0.25% 376 0 0.0% Q2 2026 Jul 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 282,534 8,959 0.28% 0.28% 377 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 281,058 8,912 0.99% 0.99% 378 0 0.0% Q2 2026 Jul 29, 2026
NCM Capital Management, LLC History No change 280,122 8,882 2.74% 2.74% 379 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 279,434 8,860 0.09% 0.09% 380 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 278,646 8,835 0.49% 0.49% 381 0 0.0% Q2 2026 Aug 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 278,360 8,826 0.63% 0.63% 382 0 0.0% Q2 2026 Jul 16, 2026
Freestone Capital Holdings, LLC History No change 278,061 8,817 0.23% 0.23% 383 0 0.0% Q2 2026 Jul 31, 2026
Crescent Sterling, Ltd. History No change 277,997 8,815 7.88% 7.88% 384 0 0.0% Q2 2026 Jul 07, 2026
MADDEN SECURITIES Corp History No change 276,622 8,771 2.44% 2.44% 385 0 0.0% Q2 2026 Jul 24, 2026
HRC WEALTH MANAGEMENT, LLC History No change 274,610 8,707 3.56% 3.56% 386 0 0.0% Q2 2026 Jul 10, 2026
IEQ CAPITAL, LLC History No change 273,905 8,685 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 11, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 273,689 8,678 1.02% 1.02% 388 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 273,635 8,676 0.04% 0.04% 389 0 0.0% Q2 2026 Aug 13, 2026
NBT BANK, N.A. History No change 272,608 8,644 0.57% 0.57% 390 0 0.0% Q2 2026 Jul 29, 2026
Guardian Financial Partners, LLC History No change 272,355 8,636 3.36% 3.36% 391 0 0.0% Q2 2026 Jul 15, 2026
Davis Capital Management History Added to 265,361 8,632 5.16% 4.95% 392 +1,595 0.6% Q3 2026 Oct 08, 2026
Compass Wealth Management, LLC/GA History No change 271,324 8,603 3.43% 3.43% 393 0 0.0% Q2 2026 Jul 21, 2026
Keeler Thomas Management LLC History No change 268,611 8,517 3.02% 3.02% 394 0 0.0% Q2 2026 Jul 29, 2026
Old Port Advisors History No change 266,050 8,436 1.66% 1.66% 395 0 0.0% Q2 2026 Jul 21, 2026
Michels Family Financial, LLC History No change 265,345 8,414 5.39% 5.39% 396 0 0.0% Q2 2026 Aug 14, 2026
Tudor Financial Inc. History No change 264,504 8,387 3.77% 3.77% 397 0 0.0% Q2 2026 Aug 10, 2026
SevenBridge Financial Group, LLC History No change 245,554 8,324 1.22% 1.22% 398 0 0.0% Q2 2026 Aug 12, 2026
Skyline Advisors, Inc. History No change 262,410 8,321 2.61% 2.61% 399 0 0.0% Q2 2026 Jul 20, 2026
Matrix Trust Co History Reduced 254,782 8,288 1.21% 1.22% 400 -10,038 -3.79% Q3 2026 Oct 07, 2026
NWAM LLC History No change 261,366 8,287 0.41% 0.41% 401 0 0.0% Q2 2026 Jul 23, 2026
Visionary Wealth Advisors History No change 261,313 8,286 0.33% 0.33% 402 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 260,830 8,270 2.38% 2.38% 403 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 259,619 8,232 0.67% 0.67% 404 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 258,744 8,204 0.18% 0.18% 405 0 0.0% Q2 2026 Jul 17, 2026
PlanVest Financial, Inc History No change 258,618 8,200 5.48% 5.48% 406 0 0.0% Q2 2026 Aug 10, 2026
D.B. Root & Company, LLC History No change 258,507 8,197 1.74% 1.74% 407 0 0.0% Q2 2026 Aug 13, 2026
Chicago Partners Investment Group LLC History No change 248,991 8,166 0.16% 0.16% 408 0 0.0% Q2 2026 Jul 29, 2026
Plancorp, LLC History No change 250,369 8,152 0.2% 0.2% 409 0 0.0% Q2 2026 Jul 14, 2026
DT Investment Partners, LLC History No change 255,473 8,101 0.6% 0.6% 410 0 0.0% Q2 2026 Jul 27, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 255,265 8,094 5.36% 5.36% 411 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 255,090 8,088 0.53% 0.53% 412 0 0.0% Q2 2026 Aug 12, 2026
V2 Financial group LLC History No change 254,527 8,071 3.01% 3.01% 413 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 253,820 8,050 0.12% 0.12% 414 0 0.0% Q2 2026 Jul 15, 2026
Yelin Lapidot Holdings Management Ltd. History No change 251,541 7,976 1.51% 1.51% 415 0 0.0% Q2 2026 Aug 03, 2026
TPG Financial Advisors, LLC History No change 250,932 7,957 2.38% 2.38% 416 0 0.0% Q2 2026 Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 250,849 7,954 1.05% 1.05% 417 0 0.0% Q2 2026 Aug 14, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 241,399 7,852 4.02% 3.88% 418 +5,247 2.22% Q3 2026 Oct 08, 2026
SCS Capital Management LLC History No change 247,482 7,847 0.07% 0.07% 419 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 247,303 7,842 0.72% 0.72% 420 0 0.0% Q2 2026 Jul 24, 2026
Safeguard Investment Advisory Group, LLC History No change 246,850 7,827 1.81% 1.81% 421 0 0.0% Q2 2026 Aug 13, 2026
Burns Matteson Capital Management, LLC History No change 246,702 7,822 2.45% 2.45% 422 0 0.0% Q2 2026 Jul 17, 2026
Arrowroot Family Office, LLC History No change 246,074 7,803 2.23% 2.23% 423 0 0.0% Q2 2026 Aug 06, 2026
TOWER BRIDGE ADVISORS History No change 245,374 7,780 0.7% 0.7% 424 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 244,771 7,761 0.3% 0.3% 425 0 0.0% Q2 2026 Jul 22, 2026
Womack Financial LLC History No change 244,484 7,752 5.13% 5.13% 426 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Added to 233,756 7,749 0.19% 0.2% 427 +11,646 5.24% Q3 2026 Oct 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 244,080 7,739 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Asset Advisory Group, Inc. History No change 242,951 7,703 3.37% 3.37% 429 0 0.0% Q2 2026 Jul 09, 2026
Strategic Blueprint, LLC History No change 242,501 7,689 0.38% 0.38% 430 0 0.0% Q2 2026 Jul 23, 2026
Allen Capital Group, LLC History No change 242,438 7,687 0.63% 0.63% 431 0 0.0% Q2 2026 Jul 27, 2026
CVFG LLC History No change 241,721 7,664 0.8% 0.8% 432 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History Added to 234,525 7,657 5.1% 4.66% 433 +22,383 10.55% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 240,626 7,630 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 07, 2026
Uniting Wealth Partners, LLC History No change 240,275 7,619 1.55% 1.55% 435 0 0.0% Q2 2026 Aug 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 239,869 7,606 0.76% 0.76% 436 0 0.0% Q2 2026 Jul 13, 2026
Centric Wealth Management History No change 241,204 7,602 1.18% 1.18% 437 0 0.0% Q2 2026 Aug 06, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 239,184 7,584 4.13% 4.13% 438 0 0.0% Q2 2026 Aug 07, 2026
USAdvisors Wealth Management, LLC History No change 238,181 7,552 2.17% 2.17% 439 0 0.0% Q2 2026 Jul 29, 2026
Composition Wealth, LLC History No change 238,112 7,550 0.09% 0.09% 440 0 0.0% Q2 2026 Jul 22, 2026
High Net Worth Advisory Group LLC History No change 237,654 7,536 1.6% 1.6% 441 0 0.0% Q2 2026 Jul 29, 2026
BCM ADVISORS, LLC History No change 225,983 7,522 1.46% 1.46% 442 0 0.0% Q2 2026 Jul 28, 2026
CENTAURUS FINANCIAL, INC. History No change 236,767 7,508 0.29% 0.29% 443 0 0.0% Q2 2026 Aug 17, 2026
St. Johns Investment Management Company, LLC History No change 236,759 7,507 2.84% 2.84% 444 0 0.0% Q2 2026 Aug 03, 2026
Payne Capital LLC History No change 236,418 7,496 6.25% 6.25% 445 0 0.0% Q2 2026 Aug 11, 2026
Adams Asset Advisors, LLC History Added to 229,830 7,476 0.76% 0.78% 446 +12,588 5.79% Q3 2026 Oct 08, 2026
Legacy Advisors, LLC History No change 234,403 7,432 0.69% 0.69% 447 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 234,014 7,420 0.43% 0.43% 448 0 0.0% Q2 2026 Jul 15, 2026
Signal Advisors Wealth, LLC History No change 233,759 7,412 0.37% 0.37% 449 0 0.0% Q2 2026 Aug 04, 2026
ALKEME WEALTH, LLC History Added to 224,686 7,309 2.76% 2.58% 450 +11,577 5.43% Q3 2026 Oct 07, 2026
Family Capital Management, Inc. History No change 229,593 7,280 2.82% 2.82% 451 0 0.0% Q2 2026 Jul 31, 2026
Larson Financial Group LLC History No change 228,658 7,250 0.19% 0.19% 452 0 0.0% Q2 2026 Aug 14, 2026
PINKERTON WEALTH, LLC History No change 235,722 7,231 0.62% 0.62% 453 0 0.0% Q2 2026 Jul 30, 2026
PARK AVENUE SECURITIES LLC History No change 227,279 7,207 0.05% 0.05% 454 0 0.0% Q2 2026 Jul 20, 2026
Texas Yale Capital Corp. History No change 226,442 7,180 0.16% 0.16% 455 0 0.0% Q2 2026 Aug 12, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 225,152 7,139 3.49% 3.49% 456 0 0.0% Q2 2026 Jul 29, 2026
Spartan Wealth Advisory Services LLC History No change 224,866 7,130 0.58% 0.58% 457 0 0.0% Q2 2026 Aug 05, 2026
MRWM Advisors, LLC History No change 224,534 7,119 2.93% 2.93% 458 0 0.0% Q2 2026 Jul 28, 2026
Family Investment Center, Inc. History No change 224,202 7,109 1.18% 1.18% 459 0 0.0% Q2 2026 Jul 23, 2026
Financial Partners Group, Inc History No change 223,941 7,101 0.72% 0.72% 460 0 0.0% Q2 2026 Jul 23, 2026
United Bank History No change 222,798 7,064 2.15% 2.15% 461 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 221,405 7,020 0.35% 0.35% 462 0 0.0% Q2 2026 Aug 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 221,245 7,015 0.89% 0.89% 463 0 0.0% Q2 2026 Jul 31, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 220,610 6,995 2.54% 2.54% 464 0 0.0% Q2 2026 Jul 15, 2026
Eagle Strategies LLC History No change 219,853 6,971 0.69% 0.69% 465 0 0.0% Q2 2026 Jul 21, 2026
Global Strategic Investment Solutions, LLC History No change 218,814 6,938 0.61% 0.61% 466 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 217,937 6,910 0.27% 0.27% 467 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History No change 217,600 6,900 0.15% 0.15% 468 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 217,560 6,898 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 217,305 6,890 1.24% 1.24% 470 0 0.0% Q2 2026 Jul 16, 2026
BlackRock, Inc. History No change 214,741 6,809 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 07, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 209,188 6,804 3.77% 0.68% 472 +170,021 434.09% Q3 2026 Oct 07, 2026
WMS Group LLC History No change 214,430 6,799 8.77% 8.77% 473 0 0.0% Q2 2026 Jul 23, 2026
Atria Investments, Inc History No change 214,396 6,798 0.07% 0.07% 474 0 0.0% Q2 2026 Jul 28, 2026
Chris Bulman Inc History No change 214,147 6,790 2.48% 2.48% 475 0 0.0% Q2 2026 Jul 22, 2026
Milestones Private Investment Advisors LLC History No change 212,996 6,754 5.38% 5.38% 476 0 0.0% Q2 2026 Jul 24, 2026
Joseph P. Lucia & Associates, LLC History No change 212,780 6,747 2.03% 2.03% 477 0 0.0% Q2 2026 Aug 07, 2026
Goepper Burkhardt LLC History No change 212,738 6,745 2.03% 2.03% 478 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 211,702 6,713 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Investment Group, LLC History No change 211,700 6,713 0.81% 0.81% 480 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC/CA History No change 210,424 6,672 0.92% 0.92% 481 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 199,365 6,664 0.11% 0.11% 482 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 199,365 6,664 0.11% 0.11% 483 0 0.0% Q2 2026 Jul 29, 2026
Seek First Inc. History No change 207,076 6,566 4.15% 4.15% 484 0 0.0% Q2 2026 Jul 28, 2026
HC Advisors, LLC History No change 206,511 6,548 3.98% 3.98% 485 0 0.0% Q2 2026 Aug 07, 2026
CPA Asset Management Group, LLC History No change 203,302 6,446 1.86% 1.86% 486 0 0.0% Q2 2026 Jul 09, 2026
Perigon Wealth Management, LLC History No change 201,744 6,397 0.1% 0.1% 487 0 0.0% Q2 2026 Aug 07, 2026
WEALTHSPAN PARTNERS, LLC History No change 201,757 6,397 2.02% 2.02% 488 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 201,280 6,382 0.05% 0.05% 489 0 0.0% Q2 2026 Jul 23, 2026
Apollon Wealth Management, LLC History No change 201,216 6,380 0.08% 0.08% 490 0 0.0% Q2 2026 Jul 22, 2026
True Freedom Investing, LLC History No change 207,724 6,372 0.5% 0.5% 491 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 200,385 6,366 0.31% 0.31% 492 0 0.0% Q2 2026 Jul 28, 2026
Holos Integrated Wealth LLC History No change 195,498 6,361 2.97% 2.97% 493 0 0.0% Q2 2026 Jul 15, 2026
FIRST MERCHANTS CORP History No change 199,885 6,338 0.22% 0.22% 494 0 0.0% Q2 2026 Jul 15, 2026
FourThought Financial Partners, LLC History No change 199,899 6,338 0.49% 0.49% 495 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 198,416 6,335 0.21% 0.21% 496 0 0.0% Q2 2026 Aug 12, 2026
Sendero Wealth Management, LLC History No change 199,675 6,331 0.63% 0.63% 497 0 0.0% Q2 2026 Aug 04, 2026
Merkkuri Wealth Advisors LLC History No change 198,267 6,287 3.9% 3.9% 498 0 0.0% Q2 2026 Jul 27, 2026
Raab & Moskowitz Asset Management LLC History No change 198,228 6,285 1.26% 1.26% 499 0 0.0% Q2 2026 Jul 28, 2026
Hofer & Associates. Inc History No change 197,820 6,272 3.03% 3.03% 500 0 0.0% Q2 2026 Jul 21, 2026
Vigilare Wealth Management History No change 197,121 6,250 1.92% 1.92% 501 0 0.0% Q2 2026 Jul 06, 2026
MFA Wealth Services History No change 196,877 6,242 3.73% 3.73% 502 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Added to 191,497 6,229 0.17% 0.14% 504 +27,209 16.56% Q3 2026 Oct 08, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 196,449 6,229 0.32% 0.32% 503 0 0.0% Q2 2026 Jul 31, 2026
WEDBUSH SECURITIES INC History No change 195,950 6,214 0.16% 0.16% 505 0 0.0% Q2 2026 Jul 28, 2026
Legacy Private Trust Co. History No change 189,049 6,149 0.34% 0.33% 506 0 0.0% Q3 2026 Oct 06, 2026
Certified Advisory Corp History No change 193,921 6,149 0.5% 0.5% 507 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 193,912 6,148 0.19% 0.19% 508 0 0.0% Q2 2026 Jul 15, 2026
Red Door Wealth Management, LLC History No change 192,929 6,117 0.56% 0.56% 509 0 0.0% Q2 2026 Jul 13, 2026
WealthPLAN Partners, LLC History No change 192,517 6,104 1.17% 1.17% 510 0 0.0% Q2 2026 Jul 28, 2026
Copper Harbor Investment Advisors, LLC History No change 189,804 6,018 1.27% 1.27% 511 0 0.0% Q2 2026 Jul 23, 2026
Western Wealth Management, LLC History No change 189,755 6,017 0.2% 0.2% 512 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 188,925 5,990 0.37% 0.37% 513 0 0.0% Q2 2026 Aug 12, 2026
Milestone Investment Advisors LLC History No change 187,677 5,951 1.29% 1.29% 514 0 0.0% Q2 2026 Aug 14, 2026
J. Mark Nickell & Co. History No change 186,368 5,909 4.71% 4.71% 515 0 0.0% Q2 2026 Aug 11, 2026
Headlands Technologies LLC History No change 186,000 5,898 0.63% 0.63% 516 0 0.0% Q2 2026 Aug 12, 2026
Global Financial Private Client, LLC History No change 185,729 5,889 1.6% 1.6% 517 0 0.0% Q2 2026 Jul 20, 2026
Decker Retirement Planning Inc. History No change 185,246 5,874 2.0% 2.0% 518 0 0.0% Q2 2026 Jul 16, 2026
Alpha Omega Wealth Management LLC History No change 184,517 5,851 0.89% 0.89% 519 0 0.0% Q2 2026 Jul 20, 2026
IRON Financial LLC History No change 184,175 5,840 2.41% 2.41% 520 0 0.0% Q2 2026 Jul 22, 2026
Bensler, LLC History No change 183,280 5,811 0.51% 0.51% 521 0 0.0% Q2 2026 Jul 23, 2026
Annex Advisory Services, LLC History No change 182,569 5,789 0.1% 0.1% 522 0 0.0% Q2 2026 Jul 10, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 182,438 5,785 1.81% 1.81% 523 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 182,267 5,779 0.06% 0.06% 524 0 0.0% Q2 2026 Aug 14, 2026
FAGAN ASSOCIATES, INC. History No change 181,154 5,744 0.71% 0.71% 525 0 0.0% Q2 2026 Aug 04, 2026
PCA Investment Advisory Services Inc. History No change 180,875 5,735 1.6% 1.6% 526 0 0.0% Q2 2026 Jul 27, 2026
Lexington Hill Partners, LLC History No change 180,561 5,725 2.78% 2.78% 527 0 0.0% Q2 2026 Jul 08, 2026
PRINCIPAL SECURITIES, INC. History No change 179,579 5,694 0.07% 0.07% 528 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 179,578 5,694 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Management Group History No change 179,585 5,694 1.11% 1.11% 530 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 179,585 5,694 0.79% 0.79% 531 0 0.0% Q2 2026 Aug 03, 2026
Cape Investment Advisory, Inc. History No change 179,537 5,693 1.52% 1.52% 532 0 0.0% Q2 2026 Jul 23, 2026
LS Investment Advisors, LLC History No change 179,175 5,681 0.77% 0.77% 533 0 0.0% Q2 2026 Jul 21, 2026
Compass Financial Group, INC/SD History No change 178,941 5,674 0.65% 0.65% 534 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY TRUST CO History No change 178,765 5,668 0.06% 0.06% 535 0 0.0% Q2 2026 Aug 13, 2026
Cadia Private Client LLC History No change 178,128 5,648 4.05% 4.05% 536 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 177,935 5,642 0.12% 0.12% 537 0 0.0% Q2 2026 Aug 13, 2026
Goldstone Financial Group, LLC History No change 177,799 5,637 0.52% 0.52% 538 0 0.0% Q2 2026 Aug 11, 2026
CHANNEL WEALTH LLC History No change 176,607 5,600 1.26% 1.26% 539 0 0.0% Q2 2026 Aug 04, 2026
CAMDEN NATIONAL BANK History No change 176,598 5,599 0.73% 0.73% 540 0 0.0% Q2 2026 Jul 31, 2026
Onyx Bridge Wealth Group LLC History No change 175,970 5,580 0.5% 0.5% 541 0 0.0% Q2 2026 Jul 23, 2026
FLC Capital Advisors History No change 175,514 5,565 0.9% 0.9% 542 0 0.0% Q2 2026 Jul 20, 2026
Smithfield Trust Co History No change 175,493 5,562 0.22% 0.22% 543 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 174,018 5,518 0.09% 0.09% 544 0 0.0% Q2 2026 Jul 21, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 172,317 5,464 0.26% 0.26% 545 0 0.0% Q2 2026 Aug 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 167,167 5,437 0.35% 0.41% 546 -26,874 -13.85% Q3 2026 Oct 08, 2026
LYNCH & ASSOCIATES/IN History No change 171,388 5,434 0.95% 0.95% 547 0 0.0% Q2 2026 Jul 13, 2026
Berkeley, Inc History No change 169,985 5,390 1.69% 1.69% 548 0 0.0% Q2 2026 Jul 24, 2026
Nikulski Financial, Inc. History No change 169,587 5,377 1.16% 1.16% 549 0 0.0% Q2 2026 Jul 28, 2026
Liberty Capital Management, Inc. History No change 168,419 5,340 0.92% 0.92% 550 0 0.0% Q2 2026 Jul 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 167,883 5,323 0.2% 0.2% 551 0 0.0% Q2 2026 Aug 14, 2026
JT Stratford LLC History No change 167,288 5,304 0.58% 0.58% 552 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 166,691 5,285 0.03% 0.03% 553 0 0.0% Q2 2026 Sep 23, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 166,018 5,264 1.49% 1.49% 554 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 165,936 5,261 0.41% 0.41% 555 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 160,913 5,255 0.63% 0.63% 556 0 0.0% Q2 2026 Aug 12, 2026
Good Harbor Advisors, Inc. History No change 165,374 5,244 5.13% 5.13% 557 0 0.0% Q2 2026 Jul 17, 2026
Vermillion Wealth Management, Inc. History No change 165,107 5,235 1.23% 1.23% 558 0 0.0% Q2 2026 Jul 15, 2026
ROMAN BUTLER FULLERTON & CO History No change 159,895 5,206 1.24% 1.24% 559 0 0.0% Q2 2026 Aug 06, 2026
First Heartland Consultants, Inc. History Added to 159,936 5,202 0.35% 0.29% 560 +20,279 14.52% Q3 2026 Oct 08, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 163,946 5,198 0.69% 0.69% 561 0 0.0% Q2 2026 Jul 24, 2026
KCM INVESTMENT ADVISORS LLC History No change 163,934 5,198 0.15% 0.15% 562 0 0.0% Q2 2026 Aug 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 163,262 5,177 0.49% 0.49% 563 0 0.0% Q2 2026 Jul 14, 2026
TrueWealth Advisors, LLC History Reduced 158,774 5,164 1.16% 1.18% 564 -6,900 -4.16% Q3 2026 Oct 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 162,179 5,142 1.63% 1.63% 565 0 0.0% Q2 2026 Jul 16, 2026
RMG Wealth Management LLC History No change 149,222 5,127 0.53% 0.53% 566 0 0.0% Q2 2026 Aug 13, 2026
OLIO Financial Planning History No change 161,377 5,117 1.27% 1.27% 567 0 0.0% Q2 2026 Jul 17, 2026
BROWN ADVISORY INC History No change 161,217 5,112 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 160,983 5,104 1.79% 1.79% 569 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 160,835 5,100 0.31% 0.31% 570 0 0.0% Q2 2026 Jul 23, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 160,414 5,086 4.39% 4.39% 571 0 0.0% Q2 2026 Aug 06, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 160,369 5,085 0.86% 0.86% 572 0 0.0% Q2 2026 Aug 10, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 160,200 5,079 1.42% 1.42% 573 0 0.0% Q2 2026 Aug 13, 2026
ADVISORTRUST PARTNERS, LLC History No change 159,070 5,044 1.73% 1.73% 574 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 158,763 5,034 0.2% 0.2% 575 0 0.0% Q2 2026 Jul 28, 2026
Cresta Advisors, Ltd. History No change 158,224 5,017 1.8% 1.8% 576 0 0.0% Q2 2026 Jul 22, 2026
Andrews Advisory Associates, LLC History No change 156,272 4,955 2.38% 2.38% 577 0 0.0% Q2 2026 Jul 17, 2026
Game Plan Financial Advisors, LLC History No change 155,045 4,916 1.83% 1.83% 578 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 154,602 4,902 1.12% 1.12% 579 0 0.0% Q2 2026 Jul 27, 2026
Gladstone Institutional Advisory LLC History No change 154,144 4,887 0.15% 0.15% 580 0 0.0% Q2 2026 Jul 27, 2026
Sowell Financial Services LLC History No change 153,465 4,866 0.16% 0.16% 581 0 0.0% Q2 2026 Jul 17, 2026
Emerald Advisors, LLC History No change 153,468 4,866 0.61% 0.61% 582 0 0.0% Q2 2026 Jul 20, 2026
JNBA Financial Advisors History No change 153,033 4,852 0.37% 0.37% 583 0 0.0% Q2 2026 Jul 23, 2026
Cedarwood Wealth LLC History No change 152,467 4,834 3.65% 3.65% 584 0 0.0% Q2 2026 Jul 23, 2026
Quantum Capital Management, LLC / NJ History No change 152,398 4,832 0.61% 0.61% 585 0 0.0% Q2 2026 Aug 11, 2026
Paradigm Capital Management, LLC/NV History No change 151,922 4,817 4.14% 4.14% 586 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 150,836 4,783 0.09% 0.09% 587 0 0.0% Q2 2026 Aug 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 150,001 4,757 0.4% 0.4% 588 0 0.0% Q2 2026 Jul 09, 2026
Pallas Capital Advisors LLC History No change 149,936 4,754 0.15% 0.15% 589 0 0.0% Q2 2026 Aug 07, 2026
FOCUSED ALPHA, LLC History No change 149,169 4,730 1.21% 1.21% 590 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 148,062 4,695 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 12, 2026
Gradient Capital Advisors, LLC History No change 147,747 4,685 1.09% 1.09% 592 0 0.0% Q2 2026 Jul 13, 2026
EverSource Wealth Advisors, LLC History No change 147,028 4,662 0.16% 0.16% 593 0 0.0% Q2 2026 Jul 24, 2026
Orographic Financial Advisors, LLC History No change 135,660 4,647 3.07% 3.07% 594 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 146,476 4,644 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 146,290 4,638 0.25% 0.25% 596 0 0.0% Q2 2026 Jul 30, 2026
Keystone Financial Services, LLC History No change 146,045 4,631 2.78% 2.78% 597 0 0.0% Q2 2026 Jul 24, 2026
Beckerman Institutional, LLC History No change 145,966 4,628 2.2% 2.2% 598 0 0.0% Q2 2026 Aug 11, 2026
CapWealth Advisors, LLC History Reduced 142,240 4,627 0.35% 0.4% 599 -41,084 -22.41% Q3 2026 Oct 05, 2026
Axis Wealth Partners, LLC History No change 144,587 4,584 2.2% 2.2% 600 0 0.0% Q2 2026 Jul 28, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 144,318 4,576 1.18% 1.18% 601 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 140,378 4,566 1.28% 1.3% 602 +3,205 2.34% Q3 2026 Oct 07, 2026
Bluespring Wealth Management, LLC History No change 143,337 4,545 0.09% 0.09% 603 0 0.0% Q2 2026 Aug 11, 2026
Auxano Advisors, LLC History No change 142,772 4,527 0.86% 0.86% 604 0 0.0% Q2 2026 Aug 07, 2026
Flatrock Wealth Partners LLC History No change 142,544 4,520 1.78% 1.78% 605 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 142,287 4,511 0.69% 0.69% 606 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 140,913 4,468 0.05% 0.05% 607 0 0.0% Q2 2026 Aug 13, 2026
Portus Wealth Advisors, LLC History No change 140,793 4,464 3.67% 3.67% 608 0 0.0% Q2 2026 Jul 21, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 140,462 4,453 1.59% 1.59% 609 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 139,930 4,437 0.14% 0.14% 610 0 0.0% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History No change 139,852 4,434 0.1% 0.1% 611 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 139,711 4,430 0.33% 0.33% 612 0 0.0% Q2 2026 Sep 15, 2026
AMG National Trust Bank History No change 139,525 4,424 0.09% 0.09% 613 0 0.0% Q2 2026 Aug 06, 2026
Aspen Investment Management Inc History No change 138,852 4,403 1.18% 1.18% 614 0 0.0% Q2 2026 Jul 17, 2026
North Forty Two & Co. History No change 138,306 4,385 3.72% 3.72% 615 0 0.0% Q2 2026 Jul 24, 2026
RVW Wealth, LLC History Reduced 134,272 4,367 0.28% 0.28% 616 -1,834 -1.35% Q3 2026 Oct 06, 2026
10Elms LLP History No change 137,593 4,363 1.85% 1.85% 617 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 137,432 4,357 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 14, 2026
Vista Cima Wealth Management LLC History No change 137,423 4,357 3.24% 3.24% 619 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 137,327 4,354 0.08% 0.08% 620 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 137,102 4,347 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Investment Management History No change 137,098 4,347 1.48% 1.48% 622 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 136,105 4,315 0.13% 0.13% 623 0 0.0% Q2 2026 Aug 05, 2026
Fortis Capital Management LLC History No change 135,858 4,308 0.48% 0.48% 624 0 0.0% Q2 2026 Aug 12, 2026
Zullo Investment Group, Inc. History No change 135,169 4,286 1.46% 1.46% 625 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 134,735 4,272 0.06% 0.06% 626 0 0.0% Q2 2026 Aug 06, 2026
Sachetta, LLC History No change 134,733 4,272 2.08% 2.08% 627 0 0.0% Q2 2026 Jul 15, 2026
TPG Advisors LLC History No change 134,702 4,271 2.34% 2.34% 628 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 132,920 4,258 0.97% 0.97% 629 0 0.0% Q2 2026 Jul 08, 2026
Hudock, Inc. History No change 133,884 4,245 0.54% 0.54% 630 0 0.0% Q2 2026 Jul 31, 2026
Northstar Group, Inc. History No change 133,778 4,242 0.55% 0.55% 631 0 0.0% Q2 2026 Aug 03, 2026
Cordgrass Capital Advisors, LLC History No change 133,699 4,239 1.58% 1.58% 632 0 0.0% Q2 2026 Aug 06, 2026
Vestmark Advisory Solutions, Inc. History No change 133,059 4,219 0.04% 0.04% 633 0 0.0% Q2 2026 Aug 14, 2026
Mattern Wealth Management LLC History No change 133,048 4,218 0.69% 0.69% 634 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 132,629 4,205 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 132,403 4,198 2.01% 2.01% 636 0 0.0% Q2 2026 Aug 13, 2026
CPWA, LLC History No change 130,555 4,139 4.81% 4.81% 637 0 0.0% Q2 2026 Jul 30, 2026
Soltis Investment Advisors LLC History No change 130,431 4,135 0.23% 0.23% 638 0 0.0% Q2 2026 Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 130,428 4,135 0.4% 0.4% 639 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 129,987 4,121 0.08% 0.08% 640 0 0.0% Q2 2026 Aug 06, 2026
Warwick Investment Management, Inc. History No change 129,922 4,119 0.46% 0.46% 641 0 0.0% Q2 2026 Jul 31, 2026
BXM Wealth LLC History No change 129,752 4,114 2.24% 2.24% 642 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 129,516 4,106 0.43% 0.43% 643 0 0.0% Q2 2026 Jul 29, 2026
BEAM WEALTH ADVISORS, INC. History No change 128,813 4,084 0.9% 0.9% 644 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 128,499 4,074 0.04% 0.04% 645 0 0.0% Q2 2026 Aug 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 128,176 4,064 0.05% 0.05% 646 0 0.0% Q2 2026 Aug 13, 2026
HEADINVEST, LLC History No change 128,178 4,064 0.76% 0.76% 647 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 128,017 4,059 0.19% 0.19% 648 0 0.0% Q2 2026 Aug 11, 2026
Garden State Investment Advisory Services LLC History No change 128,015 4,059 0.73% 0.73% 649 0 0.0% Q2 2026 Aug 11, 2026
Olistico Wealth, LLC History Added to 124,750 4,058 1.7% 1.63% 650 +4,305 3.57% Q3 2026 Oct 05, 2026
SFM, LLC History No change 127,787 4,052 2.08% 2.08% 651 0 0.0% Q2 2026 Jul 07, 2026
Cambridge Advisors Inc. History No change 127,686 4,048 0.7% 0.7% 652 0 0.0% Q2 2026 Jul 16, 2026
Maridea Wealth Management LLC History No change 127,410 4,040 0.44% 0.44% 653 0 0.0% Q2 2026 Aug 06, 2026
Decker Wealth Management LLC History Reduced 123,798 4,027 0.82% 0.85% 654 -2,431 -1.93% Q3 2026 Oct 09, 2026
Mengis Capital Management, Inc. History No change 126,627 4,015 0.61% 0.61% 655 0 0.0% Q2 2026 Jul 28, 2026
Transcendent Capital Group LLC History No change 125,979 3,994 1.55% 1.55% 656 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 125,289 3,972 0.07% 0.07% 657 0 0.0% Q2 2026 Aug 06, 2026
WBH ADVISORY INC History No change 125,203 3,970 0.27% 0.27% 658 0 0.0% Q2 2026 Aug 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 124,501 3,947 0.2% 0.2% 659 0 0.0% Q2 2026 Jul 20, 2026
Sovran Advisors, LLC History No change 116,485 3,940 0.29% 0.29% 660 0 0.0% Q2 2026 Jul 29, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 123,884 3,928 0.88% 0.88% 661 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 123,822 3,926 1.98% 1.98% 662 0 0.0% Q2 2026 Jul 27, 2026
WPG Advisers, LLC History No change 123,602 3,919 2.3% 2.3% 663 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Concepts, LLC History No change 122,864 3,895 1.16% 1.16% 664 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 122,361 3,880 0.07% 0.07% 665 0 0.0% Q2 2026 Jul 28, 2026
Nadler Financial Group, Inc. History No change 122,227 3,875 0.33% 0.33% 666 0 0.0% Q2 2026 Jul 29, 2026
Sound Income Strategies, LLC History Added to 115,933 3,843 0.17% 0.15% 667 +10,665 10.13% Q3 2026 Oct 09, 2026
SeaCrest Wealth Management, LLC History No change 120,926 3,834 0.42% 0.42% 668 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Trust, LLC History No change 120,227 3,812 0.5% 0.5% 669 0 0.0% Q2 2026 Aug 06, 2026
WARNER FINANCIAL, INC History No change 120,114 3,808 1.12% 1.12% 670 0 0.0% Q2 2026 Jul 09, 2026
COWA, LLC History No change 119,874 3,801 0.95% 0.95% 671 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 119,865 3,800 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 119,642 3,793 0.13% 0.13% 673 0 0.0% Q2 2026 Jul 30, 2026
Tenzing Financial LLC History No change 116,735 3,763 2.58% 2.58% 674 0 0.0% Q2 2026 Jul 09, 2026
FIFTH THIRD SECURITIES, INC. History No change 118,312 3,751 0.21% 0.21% 675 0 0.0% Q2 2026 Jul 15, 2026
LifeSteps Financial, Inc. History No change 118,076 3,744 1.75% 1.75% 676 0 0.0% Q2 2026 Jul 17, 2026
Principia Wealth Advisory, LLC History No change 117,965 3,741 1.86% 1.86% 677 0 0.0% Q2 2026 Aug 26, 2026
CWS Financial Advisors, LLC History No change 116,910 3,707 0.82% 0.82% 678 0 0.0% Q2 2026 Jul 30, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 116,658 3,699 0.61% 0.61% 679 0 0.0% Q2 2026 Aug 04, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 113,689 3,698 0.76% 0.71% 680 +4,540 4.16% Q3 2026 Oct 05, 2026
John W. Brooker & Co., CPAs History No change 115,898 3,675 4.44% 4.44% 681 0 0.0% Q2 2026 Jul 20, 2026
BANK OF MONTREAL /CAN/ History No change 115,805 3,672 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 12, 2026
Chesapeake Wealth Management History No change 114,578 3,633 1.02% 1.02% 683 0 0.0% Q2 2026 Aug 13, 2026
Peregrine Asset Advisers, Inc. History No change 114,431 3,628 0.79% 0.79% 684 0 0.0% Q2 2026 Aug 10, 2026
CAP Partners, LLC History No change 113,625 3,603 1.76% 1.76% 685 0 0.0% Q2 2026 Jul 30, 2026
KFG WEALTH MANAGEMENT, LLC History No change 113,374 3,595 0.41% 0.41% 686 0 0.0% Q2 2026 Jul 22, 2026
Samalin Investment Counsel, LLC History No change 112,607 3,570 1.12% 1.12% 687 0 0.0% Q2 2026 Jul 27, 2026
MOKAN Wealth Management Inc. History No change 112,118 3,555 1.36% 1.36% 688 0 0.0% Q2 2026 Jul 27, 2026
ProVise Management Group, LLC History No change 112,042 3,552 0.24% 0.24% 689 0 0.0% Q2 2026 Aug 03, 2026
MOR Wealth Management, LLC History No change 111,579 3,538 1.41% 1.41% 690 0 0.0% Q2 2026 Aug 06, 2026
CEERA INVESTMENTS, LLC History No change 111,537 3,536 1.5% 1.5% 691 0 0.0% Q2 2026 Aug 05, 2026
HighPoint Advisor Group LLC History No change 111,361 3,531 0.12% 0.12% 692 0 0.0% Q2 2026 Aug 05, 2026
Patriot Financial Group Insurance Agency, LLC History No change 110,093 3,491 0.36% 0.36% 693 0 0.0% Q2 2026 Jul 16, 2026
McGrath & Associates, Inc. History No change 109,404 3,469 4.52% 4.52% 694 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 108,015 3,425 0.25% 0.25% 695 0 0.0% Q2 2026 Jul 23, 2026
Bravera Wealth History No change 107,824 3,419 1.31% 1.31% 696 0 0.0% Q2 2026 Jul 23, 2026
Vise Technologies, Inc. History No change 107,752 3,416 0.04% 0.04% 697 0 0.0% Q2 2026 Aug 10, 2026
Ellenbecker Investment Group History No change 106,722 3,384 0.39% 0.39% 698 0 0.0% Q2 2026 Jul 27, 2026
CORDA Investment Management, LLC. History No change 106,645 3,381 0.21% 0.21% 699 0 0.0% Q2 2026 Aug 06, 2026
Juno Financial Group LLC History No change 105,877 3,357 1.19% 1.19% 700 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 105,607 3,349 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 105,298 3,338 0.03% 0.03% 702 0 0.0% Q2 2026 Aug 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 105,228 3,336 0.05% 0.05% 703 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 104,811 3,323 0.29% 0.29% 704 0 0.0% Q2 2026 Jul 20, 2026
STAR Financial Bank History No change 104,634 3,317 1.35% 1.35% 705 0 0.0% Q2 2026 Aug 07, 2026
Independent Solutions Wealth Management, LLC History No change 104,567 3,315 0.43% 0.43% 706 0 0.0% Q2 2026 Jul 29, 2026
Hurley Capital, LLC History No change 104,539 3,314 1.72% 1.72% 707 0 0.0% Q2 2026 Aug 10, 2026
Sage Investment Advisers LLC History No change 104,385 3,310 2.23% 2.23% 708 0 0.0% Q2 2026 Jul 09, 2026
Choate Investment Advisors History No change 103,014 3,266 0.06% 0.06% 709 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 100,242 3,260 0.09% 0.08% 710 +12,567 14.33% Q3 2026 Oct 08, 2026
Centennial Advisors, LLC History No change 102,760 3,258 3.89% 3.89% 711 0 0.0% Q2 2026 Jul 27, 2026
Equity Wealth Partners, LLC History No change 102,693 3,256 1.17% 1.17% 712 0 0.0% Q2 2026 Jul 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 102,656 3,255 0.62% 0.62% 713 0 0.0% Q2 2026 Aug 06, 2026
Financial Solutions Advisory Group, Inc. History No change 100,525 3,243 0.41% 0.41% 714 0 0.0% Q2 2026 Jul 13, 2026
Roehl & Yi Investment Advisors, LLC History No change 135,177 3,236 1.06% 1.06% 715 0 0.0% Q2 2026 Aug 13, 2026
MainStreet Investment Advisors LLC History No change 101,816 3,228 0.44% 0.44% 716 0 0.0% Q2 2026 Aug 12, 2026
Glassy Mountain Advisors, Inc. History No change 101,700 3,224 0.88% 0.88% 717 0 0.0% Q2 2026 Jul 31, 2026
ADAPT WEALTH ADVISORS, LLC History No change 101,476 3,217 1.05% 1.05% 718 0 0.0% Q2 2026 Aug 12, 2026
MTM FINANCIAL GROUP, LLC History No change 101,444 3,216 1.38% 1.38% 719 0 0.0% Q2 2026 Jul 27, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 101,369 3,214 0.06% 0.06% 720 0 0.0% Q2 2026 Aug 13, 2026
Fiscal Wisdom Wealth Management, LLC History No change 101,215 3,209 2.72% 2.72% 721 0 0.0% Q2 2026 Jul 21, 2026
SageGuard Financial Group, LLC History No change 101,162 3,207 0.45% 0.45% 722 0 0.0% Q2 2026 Jul 27, 2026
Freestate Advisors LLC History Reduced 98,572 3,206 2.47% 2.42% 723 -3,794 -3.71% Q3 2026 Oct 09, 2026
Woodside Wealth Management LLC History No change 100,733 3,194 2.23% 2.23% 724 0 0.0% Q2 2026 Jul 24, 2026
Aspen Grove Capital, LLC History No change 100,375 3,182 0.46% 0.46% 725 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 100,317 3,181 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 10, 2026
RIA Advisory Group LLC History No change 99,582 3,157 0.69% 0.69% 727 0 0.0% Q2 2026 Jul 23, 2026
Selby Wealth Management, LLC History No change 99,145 3,143 1.11% 1.11% 728 0 0.0% Q2 2026 Jul 09, 2026
Carrera Capital Advisors History No change 98,833 3,133 0.46% 0.46% 729 0 0.0% Q2 2026 Aug 03, 2026
WealthCare Investment Partners, LLC History No change 97,937 3,105 0.75% 0.75% 730 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 97,857 3,103 0.09% 0.09% 731 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 97,882 3,103 0.06% 0.06% 732 0 0.0% Q2 2026 Jul 31, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 96,959 3,074 2.01% 2.01% 733 0 0.0% Q2 2026 Aug 07, 2026
Financial Perspectives, Inc History No change 96,608 3,063 0.75% 0.75% 734 0 0.0% Q2 2026 Jul 24, 2026
Investment Advisory Group, LLC History No change 96,577 3,062 0.66% 0.66% 735 0 0.0% Q2 2026 Aug 06, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 96,275 3,052 0.29% 0.29% 736 0 0.0% Q2 2026 Jul 09, 2026
Orion Capital Management LLC History No change 96,008 3,044 0.94% 0.94% 737 0 0.0% Q2 2026 Aug 17, 2026
Leo H. Evart, Inc. History No change 95,936 3,042 2.4% 2.4% 738 0 0.0% Q2 2026 Aug 17, 2026
Independent Advisor Alliance History No change 95,650 3,033 0.07% 0.07% 739 0 0.0% Q2 2026 Aug 12, 2026
Scott & Selber, Inc. History No change 95,611 3,031 0.64% 0.64% 740 0 0.0% Q2 2026 Jul 08, 2026
Revolve Wealth Partners, LLC History No change 94,514 2,997 0.31% 0.31% 741 0 0.0% Q2 2026 Jul 09, 2026
Everhart Financial Group, Inc. History Added to 92,020 2,993 0.18% 0.19% 742 +779 0.85% Q3 2026 Oct 08, 2026
Magnus Financial Group LLC History No change 94,161 2,985 0.21% 0.21% 743 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Investment Partners LLC History No change 94,148 2,985 0.25% 0.25% 744 0 0.0% Q2 2026 Aug 04, 2026
Compass Financial Group, Inc. (Ohio) History No change 94,055 2,982 1.99% 1.99% 745 0 0.0% Q2 2026 Aug 12, 2026
MITCHELL SINKLER & STARR/PA History No change 93,929 2,978 1.24% 1.24% 746 0 0.0% Q2 2026 Jul 21, 2026
Madden Advisory Services, Inc. History No change 93,747 2,972 1.07% 1.07% 747 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 93,090 2,951 0.33% 0.33% 748 0 0.0% Q2 2026 Aug 14, 2026
Piedmont Capital Management, LLC/NC History No change 92,985 2,948 1.8% 1.8% 749 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 92,706 2,939 0.24% 0.24% 750 0 0.0% Q2 2026 Aug 03, 2026
RFG Advisory, LLC History No change 92,444 2,931 0.05% 0.05% 751 0 0.0% Q2 2026 Jul 15, 2026
WELCH & FORBES LLC History No change 92,277 2,926 0.04% 0.04% 752 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 92,161 2,922 0.07% 0.07% 753 0 0.0% Q2 2026 Aug 14, 2026
MYECFO, LLC History No change 92,155 2,922 1.1% 1.1% 754 0 0.0% Q2 2026 Aug 10, 2026
Atlas Wealth Partners, LLC History No change 92,103 2,920 3.19% 3.19% 755 0 0.0% Q2 2026 Jul 27, 2026
J HAGAN CAPITAL, INC. History No change 91,869 2,913 1.35% 1.35% 756 0 0.0% Q2 2026 Aug 14, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 91,674 2,906 1.79% 1.79% 757 0 0.0% Q2 2026 Jul 28, 2026
Providence Capital Advisors, LLC History No change 91,402 2,898 0.44% 0.44% 758 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 91,174 2,891 0.36% 0.36% 759 0 0.0% Q2 2026 Jul 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 88,214 2,869 0.08% 0.08% 760 -9,146 -9.39% Q3 2026 Oct 05, 2026
Cambridge Financial Group, LLC History No change 90,249 2,861 0.9% 0.9% 761 0 0.0% Q3 2026 Oct 06, 2026
Journey Beyond Wealth, LLC History No change 89,866 2,849 2.22% 2.22% 762 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 89,804 2,847 0.15% 0.15% 763 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 89,420 2,835 0.17% 0.17% 764 0 0.0% Q2 2026 Aug 04, 2026
Texas Capital Bank Wealth Management Services Inc History No change 88,792 2,815 0.15% 0.15% 765 0 0.0% Q2 2026 Aug 07, 2026
Fermata Advisors, LLC History No change 88,768 2,814 0.57% 0.57% 766 0 0.0% Q2 2026 Jul 07, 2026
Jacobi Capital Management LLC History No change 88,723 2,813 0.14% 0.14% 767 0 0.0% Q2 2026 Jul 31, 2026
Core Wealth Advisors, Inc. History No change 88,710 2,812 0.57% 0.57% 768 0 0.0% Q2 2026 Aug 11, 2026
Capital Squared Financial LLC History No change 88,549 2,807 1.84% 1.84% 769 0 0.0% Q2 2026 Jul 21, 2026
White Knight Strategic Wealth Advisors, LLC History No change 88,500 2,806 1.97% 1.97% 770 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 88,208 2,797 0.14% 0.14% 771 0 0.0% Q2 2026 Jul 24, 2026
Concord Wealth Partners History No change 87,157 2,763 0.32% 0.32% 772 0 0.0% Q2 2026 Jul 27, 2026
SpringVest Wealth Management LLC History No change 86,795 2,752 1.73% 1.73% 773 0 0.0% Q2 2026 Jul 22, 2026
Cypress Wealth Services, LLC History No change 86,541 2,744 0.34% 0.34% 774 0 0.0% Q2 2026 Jul 10, 2026
BKM Wealth Management, LLC History No change 86,377 2,739 0.97% 0.97% 775 0 0.0% Q2 2026 Jul 29, 2026
Millennium Capital Advisors, LLC History No change 86,118 2,730 1.49% 1.49% 776 0 0.0% Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History No change 85,824 2,721 0.35% 0.35% 777 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 85,688 2,717 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 85,520 2,711 1.49% 1.49% 779 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 85,399 2,707 0.32% 0.32% 780 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 84,911 2,692 0.11% 0.11% 781 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 84,864 2,691 0.12% 0.12% 782 0 0.0% Q2 2026 Aug 04, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 84,755 2,687 0.33% 0.33% 783 0 0.0% Q2 2026 Aug 05, 2026
Latitude Advisors, LLC History No change 84,574 2,681 1.07% 1.07% 784 0 0.0% Q2 2026 Jul 27, 2026
WEALTHGARDEN F.S. LLC History No change 84,298 2,673 1.52% 1.52% 785 0 0.0% Q2 2026 Jul 31, 2026
Boyer Financial Services, Inc. History No change 82,356 2,667 2.25% 2.25% 786 0 0.0% Q2 2026 Jul 17, 2026
Essex Financial Services, Inc. History No change 84,035 2,664 0.13% 0.13% 787 0 0.0% Q2 2026 Aug 10, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 83,955 2,662 0.66% 0.66% 788 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 83,952 2,662 0.42% 0.42% 789 0 0.0% Q2 2026 Aug 04, 2026
Valeo Financial Advisors, LLC History Added to 81,770 2,659 0.06% 0.05% 790 +2,944 3.73% Q3 2026 Oct 08, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 83,265 2,640 1.46% 1.46% 791 0 0.0% Q2 2026 Jul 23, 2026
Stonebridge Financial Planning Group, LLC History No change 83,222 2,638 0.84% 0.84% 792 0 0.0% Q2 2026 Jul 31, 2026
Forefront Wealth Partners, LLC History No change 83,215 2,638 0.82% 0.82% 793 0 0.0% Q2 2026 Aug 20, 2026
FMA Wealth Management, LLC History No change 83,160 2,636 1.69% 1.69% 794 0 0.0% Q2 2026 Jul 09, 2026
JMG Financial Group, Ltd. History No change 82,640 2,620 0.06% 0.06% 795 0 0.0% Q2 2026 Jul 31, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 82,452 2,614 0.52% 0.52% 796 0 0.0% Q2 2026 Jul 08, 2026
WESBANCO BANK INC History No change 82,367 2,611 0.06% 0.06% 797 0 0.0% Q2 2026 Jul 28, 2026
Canal Capital Management, LLC History No change 82,280 2,609 0.32% 0.32% 798 0 0.0% Q2 2026 Jul 28, 2026
Second Half Financial Partners, LLC History No change 82,292 2,609 1.07% 1.07% 799 0 0.0% Q2 2026 Jul 16, 2026
BRIGHTON JONES LLC History No change 82,170 2,605 0.05% 0.05% 800 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History No change 82,129 2,604 0.1% 0.1% 801 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Planning Group LLC History No change 79,107 2,602 0.33% 0.33% 802 0 0.0% Q2 2026 Jul 29, 2026
Bryn Mawr Trust Advisors, LLC History No change 82,038 2,601 0.11% 0.11% 803 0 0.0% Q2 2026 Aug 03, 2026
Bell Bank History No change 81,811 2,594 0.1% 0.1% 804 0 0.0% Q2 2026 Jul 15, 2026
Fairscale Capital, LLC History No change 81,679 2,590 1.55% 1.55% 805 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 81,458 2,583 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 81,459 2,583 0.09% 0.09% 807 0 0.0% Q2 2026 Aug 06, 2026
Miramar Capital, LLC History No change 81,245 2,576 0.57% 0.57% 808 0 0.0% Q2 2026 Jul 27, 2026
Directional Asset Management History No change 81,211 2,575 2.18% 2.18% 809 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 81,183 2,574 0.07% 0.07% 810 0 0.0% Q2 2026 Aug 06, 2026
Snowden Capital Advisors LLC History No change 80,840 2,563 0.06% 0.06% 811 0 0.0% Q2 2026 Aug 13, 2026
Great Waters Wealth Management History Added to 78,784 2,562 0.23% 0.23% 812 +1,465 1.89% Q3 2026 Oct 07, 2026
Legacy Wealth Advisors, LLC History No change 80,500 2,552 1.1% 1.1% 813 0 0.0% Q2 2026 Aug 14, 2026
BLB&B Advisors, LLC History No change 80,208 2,543 0.09% 0.09% 814 0 0.0% Q2 2026 Aug 05, 2026
BlueStem Wealth Partners, LLC History No change 78,971 2,504 0.25% 0.25% 815 0 0.0% Q2 2026 Aug 11, 2026
Balefire, LLC History Added to 76,700 2,495 0.39% 0.19% 816 +40,727 113.22% Q3 2026 Oct 09, 2026
RDA Financial Network History No change 78,663 2,494 0.54% 0.54% 817 0 0.0% Q2 2026 Jul 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 78,241 2,491 0.15% 0.15% 818 0 0.0% Q2 2026 Jul 22, 2026
Csenge Advisory Group History No change 78,268 2,481 0.1% 0.1% 819 0 0.0% Q2 2026 Aug 10, 2026
Bangor Savings Bank History Reduced 76,233 2,479 0.19% 0.18% 820 -423 -0.55% Q3 2026 Oct 06, 2026
Bison Wealth, LLC History No change 75,628 2,438 0.22% 0.22% 821 0 0.0% Q2 2026 Jul 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 76,551 2,430 0.65% 0.65% 822 0 0.0% Q2 2026 Jul 30, 2026
Madison Wealth Partners, Inc History No change 76,620 2,429 0.31% 0.31% 823 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 76,479 2,425 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 05, 2026
Note Advisors, LLC History No change 76,417 2,423 1.05% 1.05% 825 0 0.0% Q2 2026 Aug 14, 2026
Factor Wealth Management LTD History Reduced 74,329 2,417 0.37% 0.38% 826 -4,005 -5.11% Q3 2026 Oct 08, 2026
TD Capital Management LLC History No change 75,924 2,407 0.2% 0.2% 827 0 0.0% Q2 2026 Aug 06, 2026
SageView Advisory Group, LLC History No change 75,919 2,407 0.08% 0.08% 828 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 75,886 2,406 1.28% 1.28% 829 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 75,881 2,406 0.58% 0.58% 830 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 75,465 2,393 0.24% 0.24% 831 0 0.0% Q2 2026 Jul 16, 2026
EASTERN BANK History No change 73,328 2,385 0.04% 0.04% 832 0 0.0% Q3 2026 Oct 05, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 75,202 2,384 0.97% 0.97% 833 0 0.0% Q2 2026 Jul 14, 2026
Asset Dedication, LLC History No change 74,949 2,376 0.15% 0.15% 834 0 0.0% Q2 2026 Jul 30, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 74,656 2,367 0.06% 0.06% 835 0 0.0% Q2 2026 Jul 31, 2026
Evanson Financial, LLC History No change 74,231 2,353 0.12% 0.12% 836 0 0.0% Q2 2026 Jul 07, 2026
Inspire Advisors, LLC History No change 73,825 2,340 0.16% 0.16% 837 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIENT ADVISORS LLC History No change 73,330 2,325 0.33% 0.33% 838 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 73,315 2,324 0.09% 0.09% 839 0 0.0% Q2 2026 Jul 17, 2026
Haverford Trust Co History No change 73,124 2,318 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 72,963 2,313 0.62% 0.62% 841 0 0.0% Q2 2026 Aug 07, 2026
VILLERE ST DENIS J & CO LLC History No change 72,716 2,305 0.28% 0.28% 842 0 0.0% Q2 2026 Aug 07, 2026
NWF Advisory Services Inc. History No change 72,356 2,294 0.22% 0.22% 843 0 0.0% Q2 2026 Jul 29, 2026
Weaver Consulting Group History Reduced 70,454 2,291 0.45% 0.46% 844 -348 -0.49% Q3 2026 Oct 07, 2026
Peachtree Investment Partners, LLC History No change 72,242 2,290 0.73% 0.73% 845 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History Added to 70,041 2,278 0.2% 0.11% 846 +30,687 77.98% Q3 2026 Oct 09, 2026
B & T Capital Management DBA Alpha Capital Management History No change 71,828 2,277 0.3% 0.3% 847 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 71,706 2,273 0.04% 0.04% 848 0 0.0% Q2 2026 Aug 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 71,648 2,271 0.12% 0.12% 849 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 71,436 2,265 0.06% 0.06% 850 0 0.0% Q2 2026 Aug 05, 2026
Strive Financial Group ,LLC History No change 71,254 2,259 0.98% 0.98% 851 0 0.0% Q2 2026 Aug 14, 2026
Mainsail Financial Group, LLC History No change 71,087 2,254 0.77% 0.77% 852 0 0.0% Q2 2026 Jul 15, 2026
B. Riley Wealth Advisors, Inc. History No change 70,247 2,242 0.12% 0.12% 853 0 0.0% Q2 2026 Jul 14, 2026
Capital Advisors Wealth Management, LLC History Added to 68,499 2,228 0.25% 0.09% 854 +43,555 174.61% Q3 2026 Oct 09, 2026
Simplicity Wealth,LLC History No change 70,212 2,226 0.08% 0.08% 855 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 69,854 2,215 0.02% 0.02% 856 0 0.0% Q2 2026 Aug 07, 2026
Gradient Investments LLC History Added to 68,088 2,214 0.03% 0.03% 857 +6,131 9.9% Q3 2026 Oct 08, 2026
GWN SECURITIES INC. History No change 69,489 2,203 0.37% 0.37% 858 0 0.0% Q2 2026 Aug 05, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 69,237 2,195 0.56% 0.56% 859 0 0.0% Q2 2026 Jul 23, 2026
Bernard Wealth Management Corp. History No change 69,081 2,190 0.81% 0.81% 860 0 0.0% Q2 2026 Aug 21, 2026
Ankerstar Wealth, LLC History No change 68,662 2,177 1.83% 1.83% 861 0 0.0% Q2 2026 Aug 13, 2026
BG Investment Services, LLC History No change 68,043 2,157 1.55% 1.55% 862 0 0.0% Q2 2026 Aug 05, 2026
VIAWEALTH, LLC History No change 67,997 2,156 1.08% 1.08% 863 0 0.0% Q2 2026 Aug 11, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 67,963 2,155 0.46% 0.46% 864 0 0.0% Q2 2026 Jul 10, 2026
My Personal CFO, LLC History No change 67,890 2,152 0.84% 0.84% 865 0 0.0% Q2 2026 Jul 21, 2026
Verus Financial Partners, Inc. History No change 67,820 2,150 0.18% 0.18% 866 0 0.0% Q2 2026 Jul 21, 2026
Todd Wealth Management, LLC History No change 67,729 2,147 1.63% 1.63% 867 0 0.0% Q2 2026 Oct 07, 2026
Park Edge Advisors, LLC History No change 66,837 2,119 0.45% 0.45% 868 0 0.0% Q2 2026 Jul 10, 2026
Ignite Planners, LLC History No change 66,419 2,106 0.29% 0.29% 869 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 66,220 2,099 0.28% 0.28% 870 0 0.0% Q2 2026 Aug 04, 2026
WULFF, HANSEN & CO. History No change 65,973 2,092 1.6% 1.6% 871 0 0.0% Q2 2026 Aug 05, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 65,994 2,092 0.13% 0.13% 872 0 0.0% Q2 2026 Jul 23, 2026
CPC Advisors, LLC History No change 65,892 2,089 0.28% 0.28% 873 0 0.0% Q2 2026 Jul 24, 2026
Astoria Portfolio Advisors LLC. History No change 65,420 2,074 0.35% 0.35% 874 0 0.0% Q2 2026 Jul 28, 2026
Wise Wealth Partners History No change 65,175 2,066 3.51% 3.51% 875 0 0.0% Q2 2026 Jul 28, 2026
Indie Asset Partners, LLC History No change 64,913 2,058 1.97% 1.97% 876 0 0.0% Q2 2026 Aug 07, 2026
ELEVATE WEALTH ADVISORY, INC History No change 64,670 2,050 1.17% 1.17% 877 0 0.0% Q2 2026 Aug 14, 2026
Traynor Capital Management, Inc. History No change 64,554 2,046 0.09% 0.09% 878 0 0.0% Q2 2026 Jul 22, 2026
TRED AVON FAMILY WEALTH, LLC History No change 64,206 2,035 0.62% 0.62% 879 0 0.0% Q2 2026 Aug 10, 2026
KG Capital Management History No change 63,845 2,024 1.2% 1.2% 880 0 0.0% Q2 2026 Aug 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 63,624 2,017 1.34% 1.34% 881 0 0.0% Q2 2026 Aug 05, 2026
Tempo Wealth, LLC History No change 63,566 2,015 0.3% 0.3% 882 0 0.0% Q2 2026 Jul 27, 2026
Tidal Investments LLC History No change 63,521 2,014 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 13, 2026
Teamwork Financial Advisors, LLC History No change 63,486 2,013 0.18% 0.18% 884 0 0.0% Q2 2026 Jul 08, 2026
Wills Financial Group LLC History No change 63,280 2,006 0.73% 0.73% 885 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 63,182 2,003 0.18% 0.18% 886 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 63,112 2,001 0.06% 0.06% 887 0 0.0% Q2 2026 Aug 04, 2026
MFG WEALTH MANAGEMENT, INC. History Reduced 61,430 1,998 1.45% 1.46% 888 -2,778 -4.33% Q3 2026 Oct 08, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 62,537 1,983 0.29% 0.29% 889 0 0.0% Q2 2026 Jul 21, 2026
Birchwood Financial Partners, Inc. History No change 62,385 1,978 1.62% 1.62% 890 0 0.0% Q2 2026 Aug 06, 2026
San Luis Wealth Advisors LLC History No change 62,195 1,972 0.3% 0.3% 891 0 0.0% Q2 2026 Jul 16, 2026
Clear Creek Financial Management, LLC History No change 62,011 1,966 0.13% 0.13% 892 0 0.0% Q2 2026 Jul 27, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 61,939 1,964 0.31% 0.31% 893 0 0.0% Q2 2026 Jul 15, 2026
Bogart Wealth, LLC History No change 61,655 1,955 0.07% 0.07% 894 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 61,365 1,945 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Investment Counsel, LLC History No change 61,335 1,944 0.26% 0.26% 896 0 0.0% Q2 2026 Aug 05, 2026
Insight Inv LLC History No change 61,110 1,937 0.91% 0.91% 897 0 0.0% Q2 2026 Jul 23, 2026
Armor Investment Advisors, LLC History No change 60,953 1,932 0.62% 0.62% 898 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 60,711 1,925 0.13% 0.13% 899 0 0.0% Q2 2026 Aug 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 60,671 1,923 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 10, 2026
Verity Asset Management, Inc. History No change 60,638 1,922 0.73% 0.73% 901 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 60,381 1,914 0.17% 0.17% 902 0 0.0% Q2 2026 Aug 14, 2026
URS Advisory LLC History No change 59,988 1,902 1.06% 1.06% 903 0 0.0% Q2 2026 Jul 27, 2026
Thrive Wealth Management, LLC History No change 59,845 1,897 0.24% 0.24% 904 0 0.0% Q2 2026 Jul 07, 2026
Concord Asset Management, LLC/VA History No change 59,830 1,897 0.29% 0.29% 905 0 0.0% Q2 2026 Jul 27, 2026
Ethos Financial Group, LLC History No change 56,034 1,895 0.13% 0.13% 906 0 0.0% Q2 2026 Aug 07, 2026
Advisory Resource Group History No change 59,694 1,892 0.28% 0.28% 907 0 0.0% Q2 2026 Jul 14, 2026
Foster Victor Wealth Advisors, LLC History No change 58,702 1,890 0.1% 0.1% 908 0 0.0% Q2 2026 Jul 22, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 59,471 1,885 0.21% 0.21% 909 0 0.0% Q2 2026 Jul 09, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 59,391 1,883 0.31% 0.31% 910 0 0.0% Q2 2026 Jul 21, 2026
Van Hulzen Asset Management, LLC History No change 58,778 1,863 0.13% 0.13% 911 0 0.0% Q2 2026 Aug 13, 2026
WORLD EQUITY GROUP, INC. History No change 58,549 1,856 0.42% 0.42% 912 0 0.0% Q2 2026 Jul 09, 2026
Tower Research Capital LLC (TRC) History No change 58,272 1,847 0.05% 0.05% 913 0 0.0% Q2 2026 Aug 11, 2026
Bond & Devick Financial Network, Inc. History No change 58,249 1,847 0.45% 0.45% 914 0 0.0% Q2 2026 Jul 16, 2026
Carroll Advisory Group, LLC History No change 58,255 1,847 0.61% 0.61% 915 0 0.0% Q2 2026 Jul 23, 2026
Genesee Capital Advisors, LLC History No change 58,238 1,846 0.58% 0.58% 916 0 0.0% Q2 2026 Aug 06, 2026
CATHY PARETO & ASSOCIATES, INC History No change 58,169 1,844 1.08% 1.08% 917 0 0.0% Q2 2026 Jul 15, 2026
Agate Pass Investment Management, LLC History No change 57,979 1,838 0.68% 0.68% 918 0 0.0% Q2 2026 Jul 08, 2026
ETF Store, Inc. History No change 57,883 1,835 1.54% 1.54% 919 0 0.0% Q2 2026 Jul 29, 2026
WEST MICHIGAN ADVISORS, LLC History No change 57,864 1,834 0.35% 0.35% 920 0 0.0% Q2 2026 Aug 21, 2026
BOK Financial Private Wealth, Inc. History No change 57,698 1,829 0.09% 0.09% 921 0 0.0% Q2 2026 Aug 07, 2026
Modus Advisors, LLC History No change 57,662 1,828 0.45% 0.45% 922 0 0.0% Q2 2026 Aug 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 57,647 1,827 0.09% 0.09% 923 0 0.0% Q2 2026 Jul 23, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 57,230 1,814 0.58% 0.58% 924 0 0.0% Q2 2026 Jul 24, 2026
Probity Advisors, Inc. History No change 57,227 1,814 0.26% 0.26% 925 0 0.0% Q2 2026 Jul 31, 2026
Westview Management dba Westview Investment Advisors History No change 57,186 1,813 0.89% 0.89% 926 0 0.0% Q2 2026 Jul 31, 2026
Next Capital Management LLC History No change 56,932 1,805 0.49% 0.49% 927 0 0.0% Q2 2026 Aug 03, 2026
Prospect Financial Services LLC History No change 56,922 1,805 0.91% 0.91% 928 0 0.0% Q2 2026 Aug 06, 2026
One Charles Private Wealth Services, LLC History No change 56,849 1,802 0.41% 0.41% 929 0 0.0% Q2 2026 Jul 15, 2026
Enclave Advisors LLC History No change 56,712 1,798 0.23% 0.23% 930 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Management, LLC History No change 56,686 1,797 0.08% 0.08% 931 0 0.0% Q2 2026 Jul 22, 2026
First Growth Capital LLC History No change 56,645 1,796 1.36% 1.36% 932 0 0.0% Q2 2026 Jul 16, 2026
Cottage Street Advisors LLC History No change 56,619 1,795 0.69% 0.69% 933 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 56,538 1,792 0.05% 0.05% 934 0 0.0% Q2 2026 Aug 03, 2026
Triton Wealth Management, PLLC History No change 55,398 1,791 0.55% 0.55% 935 0 0.0% Q2 2026 Aug 05, 2026
Ally Invest Advisors Inc. History No change 56,231 1,783 0.11% 0.11% 936 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 55,886 1,772 0.04% 0.04% 937 0 0.0% Q2 2026 Jul 29, 2026
Steelhead Wealth Management LLC History No change 55,723 1,766 0.71% 0.71% 938 0 0.0% Q2 2026 Aug 13, 2026
BCGM Wealth Management, LLC History No change 55,332 1,754 0.37% 0.37% 939 0 0.0% Q2 2026 Aug 04, 2026
Parkside Financial Bank & Trust History No change 55,271 1,752 0.12% 0.12% 940 0 0.0% Q2 2026 Sep 04, 2026
Aurora Private Wealth, Inc. History No change 55,142 1,749 1.11% 1.11% 941 0 0.0% Q2 2026 Jul 21, 2026
Walleye Trading LLC History No change 54,800 1,737 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 03, 2026
Centurion Wealth Management LLC History No change 54,649 1,732 0.41% 0.41% 943 0 0.0% Q2 2026 Jul 09, 2026
Barnes Wealth Management Group, Inc History No change 54,626 1,732 0.8% 0.8% 944 0 0.0% Q2 2026 Jul 24, 2026
Sagace Wealth Management LLC History No change 54,593 1,731 1.09% 1.09% 945 0 0.0% Q2 2026 Aug 03, 2026
Rollins Financial Advisors, LLC History No change 54,549 1,729 0.23% 0.23% 946 0 0.0% Q2 2026 Aug 04, 2026
KLCM Advisors, Inc. History No change 54,447 1,726 0.14% 0.14% 947 0 0.0% Q2 2026 Aug 06, 2026
Capasso Planning Partners LLC History No change 54,379 1,724 0.86% 0.86% 948 0 0.0% Q2 2026 Aug 18, 2026
LANARK FINANCIAL, INC. History No change 54,095 1,715 0.12% 0.12% 949 0 0.0% Q2 2026 Jul 21, 2026
Register Financial Advisors LLC History No change 53,809 1,706 0.52% 0.52% 950 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 53,770 1,705 0.06% 0.06% 951 0 0.0% Q2 2026 Aug 06, 2026
GREAT LAKES ADVISORS, LLC History No change 53,748 1,704 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 10, 2026
Capital Square, LLC History No change 52,540 1,702 0.75% 0.75% 953 0 0.0% Q2 2026 Aug 12, 2026
Summit Wealth Partners, LLC History No change 53,665 1,701 0.24% 0.24% 954 0 0.0% Q2 2026 Aug 03, 2026
Galvin, Gaustad & Stein, LLC History Added to 52,207 1,698 0.13% 0.11% 956 +4,372 9.14% Q3 2026 Oct 08, 2026
REDW Wealth LLC History No change 53,561 1,698 0.61% 0.61% 955 0 0.0% Q2 2026 Jul 30, 2026
J. Derek Lewis & Associates Inc. History No change 53,453 1,695 0.32% 0.32% 957 0 0.0% Q2 2026 Jul 31, 2026
Anson Capital, Inc. History No change 53,364 1,692 1.1% 1.1% 958 0 0.0% Q2 2026 Jul 29, 2026
LexAurum Advisors, LLC History No change 53,333 1,691 0.2% 0.2% 959 0 0.0% Q2 2026 Jul 15, 2026
Apella Capital, LLC History Added to 51,653 1,686 0.02% 0.02% 960 +11,165 27.58% Q3 2026 Oct 08, 2026
GC Wealth Management RIA, LLC History No change 52,792 1,674 0.1% 0.1% 961 0 0.0% Q2 2026 Jul 16, 2026
Signet Investment Advisory Group, Inc. History No change 52,703 1,671 0.73% 0.73% 962 0 0.0% Q2 2026 Jul 29, 2026
Diversified Trust Co History No change 52,646 1,669 0.03% 0.03% 963 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 52,518 1,665 0.06% 0.06% 964 0 0.0% Q2 2026 Aug 04, 2026
Oasis Advisors, LLC History No change 52,250 1,656 1.07% 1.07% 965 0 0.0% Q2 2026 Jul 30, 2026
Clark Wealth Partners History No change 52,140 1,653 0.93% 0.93% 966 0 0.0% Q2 2026 Jul 28, 2026
WEST BANCORPORATION INC History No change 51,986 1,648 0.7% 0.7% 967 0 0.0% Q2 2026 Jul 23, 2026
Hidden Cove Wealth Management, LLC History No change 51,689 1,639 0.9% 0.9% 968 0 0.0% Q2 2026 Jul 21, 2026
AssuredPartners Investment Advisors, LLC History No change 51,530 1,634 0.16% 0.16% 969 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 51,489 1,632 0.13% 0.13% 970 0 0.0% Q2 2026 Jul 28, 2026
Indivisible Partners History No change 51,334 1,627 0.09% 0.09% 971 0 0.0% Q2 2026 Aug 04, 2026
WESTBOURNE INVESTMENTS, INC. History No change 51,240 1,624 0.66% 0.66% 972 0 0.0% Q2 2026 Aug 11, 2026
Pacific Wealth Strategies Group, Inc. History No change 51,235 1,624 0.93% 0.93% 973 0 0.0% Q2 2026 Jul 17, 2026
Laird Norton Wetherby Trust Company, LLC History No change 51,174 1,622 0.03% 0.03% 974 0 0.0% Q2 2026 Aug 14, 2026
Semus Wealth Partners LLC History No change 51,161 1,622 0.78% 0.78% 975 0 0.0% Q2 2026 Aug 10, 2026
EHRLICH FINANCIAL GROUP History No change 51,142 1,621 0.83% 0.83% 976 0 0.0% Q2 2026 Jul 09, 2026
Missouri Trust & Investment Co History No change 48,392 1,619 0.44% 0.44% 977 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 50,960 1,615 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 14, 2026
SURIENCE PRIVATE WEALTH LLC History No change 50,368 1,597 1.4% 1.4% 979 0 0.0% Q2 2026 Jul 24, 2026
Pitcairn Wealth Advisors LLC History No change 49,683 1,575 0.17% 0.17% 980 0 0.0% Q2 2026 Aug 10, 2026
PETRA FINANCIAL ADVISORS INC History No change 49,630 1,573 0.73% 0.73% 981 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 49,543 1,570 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 22, 2026
Wellington Grp LLC History No change 49,246 1,561 0.41% 0.41% 983 0 0.0% Q2 2026 Aug 26, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 46,540 1,557 0.32% 0.32% 984 0 0.0% Q2 2026 Aug 06, 2026
Milestone Asset Management Group, LLC History No change 49,065 1,555 0.78% 0.78% 985 0 0.0% Q2 2026 Jul 30, 2026
Banque Transatlantique SA History No change 49,015 1,554 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 30, 2026
OUTFITTERS FINANCIAL LLC History No change 48,955 1,552 1.09% 1.09% 987 0 0.0% Q2 2026 Aug 10, 2026
Opus Financial Solutions LLC History No change 48,910 1,550 1.25% 1.25% 988 0 0.0% Q2 2026 Jul 24, 2026
W ADVISORS, LLC History No change 48,852 1,549 0.7% 0.7% 989 0 0.0% Q2 2026 Jul 31, 2026
Elmwood Wealth Management, Inc. History No change 48,625 1,541 0.39% 0.39% 990 0 0.0% Q2 2026 Jul 07, 2026
Washington Trust Advisors, Inc. History No change 48,441 1,536 0.11% 0.11% 991 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 48,395 1,534 0.01% 0.01% 992 0 0.0% Q2 2026 Aug 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 47,045 1,530 0.92% 0.91% 993 -550 -1.16% Q3 2026 Oct 07, 2026
Royal Capital Wealth Management, LLC History No change 48,099 1,525 0.86% 0.86% 994 0 0.0% Q2 2026 Aug 14, 2026
HAMEL ASSOCIATES, INC. History No change 47,995 1,521 0.42% 0.42% 995 0 0.0% Q2 2026 Jul 27, 2026
Smith Partners Wealth Management, LLC History No change 47,856 1,517 1.21% 1.21% 996 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 47,590 1,509 0.47% 0.47% 997 0 0.0% Q2 2026 Jul 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 47,556 1,508 0.02% 0.02% 998 0 0.0% Q2 2026 Aug 03, 2026
Regatta Research & Money Management History No change 47,580 1,508 1.43% 1.43% 999 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 47,519 1,506 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 46,105 1,499 1.01% 0.99% 1001 +723 1.59% Q3 2026 Oct 09, 2026
OpenArc Corporate Advisory, LLC History No change 46,978 1,489 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 05, 2026
Costello Asset Management, INC History No change 46,933 1,488 0.45% 0.45% 1003 0 0.0% Q2 2026 Jul 28, 2026
BLVD Private Wealth, LLC History No change 46,908 1,487 1.11% 1.11% 1004 0 0.0% Q2 2026 Jul 23, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 46,886 1,486 0.26% 0.26% 1005 0 0.0% Q2 2026 Aug 14, 2026
TruNorth Capital Management, LLC History No change 46,795 1,483 0.24% 0.24% 1006 0 0.0% Q2 2026 Jul 23, 2026
McGlone Suttner Wealth Management, Inc. History No change 46,745 1,482 0.17% 0.17% 1007 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 46,767 1,482 0.08% 0.08% 1008 0 0.0% Q2 2026 Aug 13, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 46,666 1,479 1.16% 1.16% 1009 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Equity Management History No change 46,574 1,476 1.08% 1.08% 1010 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Wealth Group, LLC History No change 46,378 1,470 0.09% 0.09% 1011 0 0.0% Q2 2026 Jul 27, 2026
Tull Financial Group, Inc. History No change 46,302 1,468 0.57% 0.57% 1012 0 0.0% Q2 2026 Aug 05, 2026
Colter Lewis Investment Partners LLC History No change 46,262 1,466 0.65% 0.65% 1013 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 46,155 1,463 0.29% 0.29% 1014 0 0.0% Q2 2026 Jul 24, 2026
One Capital Management, LLC History No change 47,515 1,457 0.04% 0.04% 1015 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Investment Management LLC History No change 45,839 1,453 1.32% 1.32% 1016 0 0.0% Q2 2026 Aug 10, 2026
Disciplined Investors, L.L.C. History No change 45,725 1,449 0.72% 0.72% 1017 0 0.0% Q2 2026 Aug 11, 2026
Grantvest Financial Group LLC History No change 45,620 1,446 0.84% 0.84% 1018 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 45,372 1,440 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 10, 2026
LANDAAS & CO /WI /ADV History No change 45,348 1,437 0.26% 0.26% 1020 0 0.0% Q2 2026 Jul 21, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 45,116 1,430 0.39% 0.39% 1021 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Wealth Management LLC History No change 45,000 1,426 0.57% 0.57% 1022 0 0.0% Q2 2026 Aug 10, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 44,999 1,426 0.99% 0.99% 1023 0 0.0% Q2 2026 Jul 23, 2026
Evergreen Wealth Management, LLC History No change 44,858 1,422 0.67% 0.67% 1024 0 0.0% Q2 2026 Jul 31, 2026
Advisory Solutions Group, LLC History No change 44,583 1,413 0.48% 0.48% 1025 0 0.0% Q2 2026 Jul 29, 2026
Attessa Capital LLC History Reduced 43,275 1,407 0.6% 0.63% 1026 -735 -1.67% Q3 2026 Oct 08, 2026
Private Advisory Group LLC History No change 44,212 1,401 0.08% 0.08% 1027 0 0.0% Q2 2026 Aug 06, 2026
Wolfstich Capital, LLC History No change 43,231 1,400 1.08% 1.08% 1028 0 0.0% Q2 2026 Jul 24, 2026
Intentional Wealth Strategies, LLC History No change 44,164 1,400 1.31% 1.31% 1029 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 44,089 1,398 0.57% 0.57% 1030 0 0.0% Q2 2026 Aug 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 43,752 1,387 0.08% 0.08% 1031 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 43,494 1,379 0.1% 0.1% 1032 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 43,152 1,368 0.05% 0.05% 1033 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 43,170 1,368 0.29% 0.29% 1034 0 0.0% Q2 2026 Jul 01, 2026
Ironwood Financial, llc History No change 41,901 1,364 0.21% 0.21% 1035 0 0.0% Q2 2026 Jul 17, 2026
Princeton Global Asset Management LLC History No change 42,950 1,361 0.2% 0.2% 1036 0 0.0% Q2 2026 Jul 16, 2026
Facet Wealth, Inc. History No change 42,876 1,359 0.02% 0.02% 1037 0 0.0% Q2 2026 Jul 27, 2026
Squire Investment Management Company, LLC History No change 42,885 1,359 0.33% 0.33% 1038 0 0.0% Q2 2026 Jul 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 42,744 1,355 0.07% 0.07% 1039 0 0.0% Q2 2026 Jul 20, 2026
Revisor Wealth Management LLC History No change 42,526 1,348 0.32% 0.32% 1040 0 0.0% Q2 2026 Jul 21, 2026
ASPIRIANT, LLC History No change 42,417 1,345 0.03% 0.03% 1041 0 0.0% Q2 2026 Jul 20, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 42,375 1,343 0.28% 0.28% 1042 0 0.0% Q2 2026 Aug 13, 2026
CARRET ASSET MANAGEMENT, LLC History No change 42,297 1,341 0.12% 0.12% 1043 0 0.0% Q2 2026 Aug 04, 2026
Worth Financial Advisory Group, LLC History No change 41,972 1,330 0.55% 0.55% 1044 0 0.0% Q2 2026 Jul 30, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 40,254 1,324 0.43% 0.43% 1045 0 0.0% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 41,456 1,314 0.03% 0.03% 1046 0 0.0% Q2 2026 Jul 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 41,307 1,309 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 06, 2026
Guardian Asset Advisors, LLC History No change 40,938 1,298 0.6% 0.6% 1048 0 0.0% Q2 2026 Jul 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 40,872 1,296 0.08% 0.08% 1049 0 0.0% Q2 2026 Jul 28, 2026
RETIREMENT GUYS FORMULA LLC History No change 40,888 1,296 0.49% 0.49% 1050 0 0.0% Q2 2026 Jul 30, 2026
SYM FINANCIAL Corp History No change 40,810 1,294 0.1% 0.1% 1051 0 0.0% Q2 2026 Aug 04, 2026
Colorado Capital Management, Inc. History No change 40,545 1,286 0.44% 0.44% 1052 0 0.0% Q2 2026 Jul 08, 2026
FIRST MANHATTAN CO. LLC. History No change 40,409 1,281 0.0% 0.0% 1053 0 0.0% Q2 2026 Aug 14, 2026
Pine Valley Investments Ltd Liability Co History No change 40,398 1,281 0.05% 0.05% 1054 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 40,279 1,277 0.09% 0.09% 1055 0 0.0% Q2 2026 Aug 03, 2026
FOSTER & MOTLEY INC History No change 39,952 1,267 0.06% 0.06% 1056 0 0.0% Q2 2026 Aug 07, 2026
Shearwater Capital LLC History No change 39,910 1,265 0.6% 0.6% 1057 0 0.0% Q2 2026 Jul 08, 2026
Ellis Investment Partners, LLC History No change 39,619 1,256 0.19% 0.19% 1058 0 0.0% Q2 2026 Aug 05, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 39,540 1,253 0.12% 0.12% 1059 0 0.0% Q2 2026 Jul 09, 2026
Compass Ion Advisors, LLC History No change 39,137 1,241 0.11% 0.11% 1060 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 39,151 1,241 0.24% 0.24% 1061 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA INVESTMENTS, LP History No change 39,100 1,239 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 35,308 1,239 0.53% 0.53% 1063 0 0.0% Q2 2026 Aug 24, 2026
Elevation Capital Advisory, LLC History No change 39,071 1,238 0.48% 0.48% 1064 0 0.0% Q2 2026 Jul 27, 2026
Florida Trust Wealth Management Co History No change 38,984 1,236 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 38,864 1,232 0.01% 0.01% 1066 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 38,612 1,224 0.04% 0.04% 1067 0 0.0% Q2 2026 Jul 14, 2026
Vanguard Capital Wealth Advisors History No change 38,584 1,223 0.83% 0.83% 1068 0 0.0% Q2 2026 Jul 23, 2026
Owen LaRue, LLC History No change 38,541 1,222 0.42% 0.42% 1069 0 0.0% Q2 2026 Jul 22, 2026
Invst, LLC History No change 38,529 1,221 0.12% 0.12% 1070 0 0.0% Q2 2026 Aug 14, 2026
Nabity-Jensen Investment Management Inc History No change 38,476 1,220 0.75% 0.75% 1071 0 0.0% Q2 2026 Jul 27, 2026
Guardian Wealth Management, Inc. History No change 38,380 1,217 0.6% 0.6% 1072 0 0.0% Q2 2026 Jul 13, 2026
Solidarity Wealth, LLC History No change 38,248 1,212 0.21% 0.21% 1073 0 0.0% Q2 2026 Jul 31, 2026
SAX WEALTH ADVISORS, LLC History No change 39,444 1,210 0.05% 0.05% 1074 0 0.0% Q2 2026 Jul 09, 2026
KINTRA WEALTH, LLC History No change 35,147 1,210 0.06% 0.06% 1075 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 37,500 1,189 0.01% 0.01% 1076 0 0.0% Q2 2026 Aug 03, 2026
First Financial Group Corp History No change 37,385 1,185 0.86% 0.86% 1077 0 0.0% Q2 2026 Jul 15, 2026
Millstone Evans Group, LLC History No change 37,221 1,180 0.64% 0.64% 1078 0 0.0% Q2 2026 Aug 11, 2026
Soundwatch Capital LLC History No change 37,128 1,177 0.13% 0.13% 1079 0 0.0% Q2 2026 Aug 13, 2026
TFB Advisors LLC History No change 37,063 1,175 0.52% 0.52% 1080 0 0.0% Q2 2026 Aug 06, 2026
OMNI 360 Wealth, Inc. History No change 37,040 1,174 0.54% 0.54% 1081 0 0.0% Q2 2026 Jul 13, 2026
MERIDIAN MANAGEMENT CO History No change 36,956 1,171 0.26% 0.26% 1082 0 0.0% Q2 2026 Aug 04, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 36,959 1,171 0.19% 0.19% 1083 0 0.0% Q2 2026 Jul 24, 2026
RHS Financial, LLC History No change 36,758 1,165 0.47% 0.47% 1084 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Partners, LLC History No change 36,710 1,164 0.16% 0.16% 1085 0 0.0% Q2 2026 Aug 06, 2026
MEITAV INVESTMENT HOUSE LTD History No change 36,684 1,163 0.01% 0.01% 1086 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 36,636 1,161 0.02% 0.02% 1087 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 36,576 1,159 0.06% 0.06% 1088 0 0.0% Q2 2026 Jul 29, 2026
Evolution Wealth Advisors, LLC History No change 36,393 1,154 0.13% 0.13% 1089 0 0.0% Q2 2026 Jul 29, 2026
Worth Asset Management, LLC History Added to 35,270 1,147 0.33% 0.16% 1090 +19,854 128.79% Q3 2026 Oct 07, 2026
Bank of New Hampshire History Added to 35,153 1,143 0.25% 0.2% 1091 +4,348 14.11% Q3 2026 Oct 06, 2026
Meridian Wealth Partners, LLC History No change 35,975 1,140 0.14% 0.14% 1092 0 0.0% Q2 2026 Aug 12, 2026
AF Advisors, Inc. History No change 35,878 1,137 0.56% 0.56% 1093 0 0.0% Q2 2026 Jul 31, 2026
NOVEM GROUP History No change 35,846 1,136 0.11% 0.11% 1094 0 0.0% Q2 2026 Jul 21, 2026
C M BIDWELL & ASSOCIATES LTD History No change 35,759 1,133 0.46% 0.46% 1095 0 0.0% Q2 2026 Aug 11, 2026
Sun Group Wealth Partners History No change 35,284 1,118 0.76% 0.76% 1096 0 0.0% Q2 2026 Jul 23, 2026
Narwhal Capital Management History No change 35,238 1,117 0.08% 0.08% 1097 0 0.0% Q2 2026 Jul 24, 2026
STRATEGY ASSET MANAGERS LLC History No change 35,181 1,115 0.17% 0.17% 1098 0 0.0% Q2 2026 Aug 14, 2026
Code Waechter LLC History No change 35,192 1,115 0.58% 0.58% 1099 0 0.0% Q2 2026 Jul 31, 2026
Morling Financial Advisors, LLC History No change 35,119 1,113 0.31% 0.31% 1100 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 34,327 1,111 0.07% 0.07% 1101 0 0.0% Q2 2026 Jul 16, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 34,980 1,109 0.51% 0.51% 1102 0 0.0% Q2 2026 Aug 04, 2026
Insight Advisors, LLC/ PA History No change 34,993 1,109 0.2% 0.2% 1103 0 0.0% Q2 2026 Aug 05, 2026
Beaumont Financial Advisors, LLC History No change 34,955 1,108 0.07% 0.07% 1104 0 0.0% Q2 2026 Aug 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 34,832 1,104 0.03% 0.03% 1105 0 0.0% Q2 2026 Jul 14, 2026
Embree Financial Group History No change 34,823 1,104 0.11% 0.11% 1106 0 0.0% Q2 2026 Jul 15, 2026
THOMPSON DAVIS & CO., INC. History No change 34,807 1,103 0.66% 0.66% 1107 0 0.0% Q2 2026 Jul 29, 2026
Badgley Phelps Wealth Managers, LLC History No change 34,781 1,102 0.02% 0.02% 1108 0 0.0% Q2 2026 Jul 31, 2026
Barnett & Company, Inc. History No change 34,612 1,097 0.81% 0.81% 1109 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 34,591 1,096 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 34,584 1,096 0.03% 0.03% 1111 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 34,489 1,093 0.05% 0.05% 1112 0 0.0% Q2 2026 Aug 06, 2026
Walkner Condon Financial Advisors LLC History No change 34,495 1,093 0.13% 0.13% 1113 0 0.0% Q2 2026 Jul 27, 2026
BURKE & HERBERT BANK & TRUST CO History No change 34,207 1,084 0.27% 0.27% 1114 0 0.0% Q2 2026 Aug 07, 2026
Etesian Wealth Advisors, Inc. History No change 34,090 1,080 0.32% 0.32% 1115 0 0.0% Q2 2026 Jul 23, 2026
Aaron Wealth Advisors LLC History No change 34,055 1,079 0.05% 0.05% 1116 0 0.0% Q2 2026 Jul 16, 2026
Wernau Asset Management Inc. History No change 33,994 1,077 0.56% 0.56% 1117 0 0.0% Q2 2026 Jul 31, 2026
SG Americas Securities, LLC History No change 33,829 1,073 0.0% 0.0% 1118 0 0.0% Q2 2026 Aug 07, 2026
Arsenal Capital Advisors LLC History No change 33,728 1,069 0.63% 0.63% 1119 0 0.0% Q2 2026 Aug 11, 2026
FIRST COMMUNITY TRUST NA History Added to 32,716 1,064 0.35% 0.03% 1120 +30,619 1460.13% Q3 2026 Oct 07, 2026
Yoder Wealth Management, Inc. History No change 33,576 1,064 0.42% 0.42% 1121 0 0.0% Q2 2026 Jul 22, 2026
Zhang Financial LLC History No change 33,377 1,058 0.03% 0.03% 1122 0 0.0% Q2 2026 Jul 30, 2026
Baldwin Investment Management, LLC History No change 33,305 1,056 0.1% 0.1% 1123 0 0.0% Q2 2026 Jul 28, 2026
Paulson Wealth Management Inc. History No change 33,091 1,049 0.22% 0.22% 1124 0 0.0% Q2 2026 Aug 04, 2026
O'ROURKE & COMPANY, Inc History No change 32,677 1,036 0.36% 0.36% 1125 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 32,441 1,028 0.37% 0.37% 1126 0 0.0% Q2 2026 Jul 28, 2026
Fusion Capital, LLC History No change 32,397 1,027 0.24% 0.24% 1127 0 0.0% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 32,198 1,020 0.0% 0.0% 1128 0 0.0% Q2 2026 Sep 09, 2026
Financial Designs Corp History Reduced 31,313 1,018 0.52% 2.14% 1129 -94,381 -75.09% Q3 2026 Oct 08, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 32,039 1,015 0.02% 0.02% 1130 0 0.0% Q2 2026 Jul 17, 2026
WESPAC Advisors, LLC History No change 31,964 1,013 0.49% 0.49% 1131 0 0.0% Q2 2026 Aug 10, 2026
Focused Wealth Management, Inc History No change 31,973 1,013 0.09% 0.09% 1132 0 0.0% Q2 2026 Aug 06, 2026
Van Cleef Asset Management,Inc History No change 31,482 998 0.1% 0.1% 1133 0 0.0% Q2 2026 Aug 03, 2026
Verum Partners LLC History No change 31,382 995 0.15% 0.15% 1134 0 0.0% Q2 2026 Jul 22, 2026
HOLDERNESS INVESTMENTS CO History No change 31,360 994 0.17% 0.17% 1135 0 0.0% Q2 2026 Aug 12, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 31,331 993 0.54% 0.54% 1136 0 0.0% Q2 2026 Jul 21, 2026
Dala Group, LLC History No change 31,303 992 0.82% 0.82% 1137 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History No change 30,704 990 0.03% 0.03% 1138 0 0.0% Q2 2026 Jul 15, 2026
Advance Capital Management, Inc. History No change 31,165 988 0.03% 0.03% 1139 0 0.0% Q2 2026 Aug 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 30,330 986 0.19% 0.2% 1140 +101 0.33% Q3 2026 Oct 05, 2026
AVALON CAPITAL MANAGEMENT History No change 31,050 984 0.23% 0.23% 1141 0 0.0% Q2 2026 Jul 16, 2026
Accurate Wealth Management, LLC History No change 30,268 980 0.09% 0.09% 1142 0 0.0% Q2 2026 Jul 14, 2026
Successful Portfolios LLC History Reduced 29,922 979 0.45% 0.46% 1143 -181 -0.6% Q3 2026 Oct 09, 2026
WEALTH ALLIANCE, LLC History No change 30,868 978 0.08% 0.08% 1144 0 0.0% Q2 2026 Aug 11, 2026
Darrow Company, Inc. History No change 30,703 976 0.38% 0.38% 1145 0 0.0% Q2 2026 Jul 29, 2026
WEBSTER BANK, N. A. History No change 30,750 975 0.08% 0.08% 1146 0 0.0% Q2 2026 Jul 20, 2026
Wood Tarver Financial Group, LLC History No change 30,689 973 0.23% 0.23% 1147 0 0.0% Q2 2026 Aug 13, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 30,660 972 0.64% 0.64% 1148 0 0.0% Q2 2026 Jul 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 30,645 971 0.04% 0.04% 1149 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 30,475 966 0.12% 0.12% 1150 0 0.0% Q2 2026 Aug 14, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 30,473 966 0.33% 0.33% 1151 0 0.0% Q2 2026 Aug 13, 2026
Pinion Investment Advisors, LLC History No change 30,370 963 0.18% 0.18% 1152 0 0.0% Q2 2026 Aug 06, 2026
SWS Partners History No change 30,315 961 0.21% 0.21% 1153 0 0.0% Q2 2026 Aug 03, 2026
IF Advisors, LLC History No change 30,304 960 0.63% 0.63% 1154 0 0.0% Q2 2026 Aug 13, 2026
Connecticut Wealth Management, LLC History No change 30,000 951 0.04% 0.04% 1155 0 0.0% Q2 2026 Jul 29, 2026
Sunesis Advisors, LLC History No change 30,009 951 0.39% 0.39% 1156 0 0.0% Q2 2026 Jul 10, 2026
Buska Wealth Management, LLC History Reduced 29,210 950 0.33% 0.34% 1158 -238 -0.81% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 29,978 950 0.06% 0.06% 1157 0 0.0% Q2 2026 Aug 10, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 29,889 947 0.27% 0.27% 1159 0 0.0% Q2 2026 Aug 12, 2026
Graney & King, LLC History No change 29,840 946 0.34% 0.34% 1160 0 0.0% Q2 2026 Aug 07, 2026
Forum Financial Management, LP History No change 29,822 945 0.01% 0.01% 1161 0 0.0% Q2 2026 Jul 23, 2026
Round Rock Advisors LLC History No change 29,763 943 0.12% 0.12% 1162 0 0.0% Q2 2026 Aug 12, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 29,732 942 0.13% 0.13% 1163 0 0.0% Q2 2026 Jul 23, 2026
Brand Asset Management Group, Inc. History No change 29,657 940 0.21% 0.21% 1164 0 0.0% Q2 2026 Aug 12, 2026
August Group Capital Ltd History No change 29,608 938 1.03% 1.03% 1165 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History Added to 28,833 937 0.07% 0.08% 1166 +132 0.46% Q3 2026 Oct 07, 2026
Arete Wealth Advisors, LLC History No change 29,474 934 0.06% 0.06% 1167 0 0.0% Q2 2026 Aug 12, 2026
Altus Wealth Group LLC History No change 29,470 934 0.34% 0.34% 1168 0 0.0% Q2 2026 Jul 17, 2026
Essex Bank History No change 29,448 933 0.2% 0.2% 1169 0 0.0% Q2 2026 Jul 23, 2026
SOA Wealth Advisors, LLC. History No change 29,449 933 0.16% 0.16% 1170 0 0.0% Q2 2026 Jul 21, 2026
Creekside Partners History No change 29,395 932 0.34% 0.34% 1171 0 0.0% Q2 2026 Jul 30, 2026
Financial Planning Hawaii, Inc. History No change 29,419 932 0.5% 0.5% 1172 0 0.0% Q2 2026 Jul 23, 2026
J. Safra Sarasin Holding AG History No change 29,363 931 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 31, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 29,235 927 0.04% 0.04% 1174 0 0.0% Q2 2026 Aug 18, 2026
Immaculate Wealth Management LLC History No change 29,204 926 6.27% 6.27% 1175 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Hoffman & Company, LLC. History No change 29,174 925 0.02% 0.02% 1176 0 0.0% Q2 2026 Aug 04, 2026
Crusonia Wealth Advisors LLC History No change 29,201 925 0.15% 0.15% 1177 0 0.0% Q2 2026 Jul 30, 2026
Almanack Investment Partners, LLC. History No change 28,939 917 0.12% 0.12% 1178 0 0.0% Q2 2026 Jul 30, 2026
Northstar Financial Companies, Inc. History No change 28,944 917 0.62% 0.62% 1179 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 28,904 916 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 06, 2026
AllGen Financial Advisors, Inc. History No change 28,866 915 0.2% 0.2% 1181 0 0.0% Q2 2026 Jul 22, 2026
FULTON BANK, N.A. History No change 28,694 909 0.03% 0.03% 1182 0 0.0% Q2 2026 Jul 09, 2026
VALICENTI ADVISORY SERVICES INC History No change 28,679 909 0.17% 0.17% 1183 0 0.0% Q2 2026 Jul 16, 2026
Legacy Capital Wealth Partners, LLC History No change 28,643 908 0.17% 0.17% 1184 0 0.0% Q2 2026 Aug 12, 2026
Old Mission Investment Co LLC History No change 28,646 908 0.19% 0.19% 1185 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 28,586 906 0.21% 0.21% 1186 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 28,583 906 0.15% 0.15% 1187 0 0.0% Q2 2026 Jul 24, 2026
BAILARD, INC. History No change 28,538 904 0.02% 0.02% 1188 0 0.0% Q2 2026 Jul 30, 2026
SHP Wealth Management History No change 28,498 903 0.06% 0.06% 1189 0 0.0% Q2 2026 Aug 11, 2026
Front Row Advisors LLC History No change 26,303 901 0.26% 0.26% 1190 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 28,411 900 0.06% 0.06% 1191 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 28,323 898 0.05% 0.05% 1192 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 28,294 897 0.1% 0.1% 1193 0 0.0% Q2 2026 Jul 15, 2026
Perissos Private Wealth Management, LLC History No change 28,306 897 0.61% 0.61% 1194 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 28,250 895 0.08% 0.08% 1195 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History Added to 27,404 891 0.1% 0.1% 1196 +66 0.24% Q3 2026 Oct 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 28,088 890 0.52% 0.52% 1197 0 0.0% Q2 2026 Jul 21, 2026
R2 Capital Strategies, LLC History No change 27,892 884 0.4% 0.4% 1198 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Added to 27,069 881 0.02% 0.01% 1201 +14,134 109.27% Q3 2026 Oct 02, 2026
MFA WEALTH ADVISORS, LLC History Reduced 27,099 881 0.15% 0.15% 1200 -76 -0.28% Q3 2026 Oct 07, 2026
SAGE FINANCIAL GROUP INC History No change 27,792 881 0.05% 0.05% 1199 0 0.0% Q2 2026 Jul 21, 2026
Bernardo Wealth Planning LLC History No change 27,613 875 0.15% 0.15% 1202 0 0.0% Q2 2026 Jul 27, 2026
Orcam Financial Group History No change 27,503 872 0.43% 0.43% 1203 0 0.0% Q2 2026 Aug 13, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 27,438 870 0.16% 0.16% 1204 0 0.0% Q2 2026 Aug 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 27,431 868 0.21% 0.21% 1205 0 0.0% Q2 2026 Jul 21, 2026
CERTUITY, LLC History No change 21,946 867 0.04% 0.04% 1206 0 0.0% Q2 2026 Jul 28, 2026
CMH Wealth Management LLC History No change 27,285 865 0.13% 0.13% 1207 0 0.0% Q2 2026 Jul 09, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 27,300 865 0.18% 0.18% 1208 0 0.0% Q2 2026 Jul 27, 2026
FIRST FOUNDATION ADVISORS History No change 27,228 863 0.03% 0.03% 1209 0 0.0% Q2 2026 Aug 14, 2026
BNC WEALTH MANAGEMENT, LLC History No change 27,238 863 0.21% 0.21% 1210 0 0.0% Q2 2026 Jul 21, 2026
OARSMAN CAPITAL, INC. History No change 27,204 862 0.09% 0.09% 1211 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 27,165 861 0.03% 0.03% 1212 0 0.0% Q2 2026 Aug 11, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 27,134 860 0.11% 0.11% 1213 0 0.0% Q2 2026 Jul 29, 2026
Investment Management Trust, LLC History No change 27,139 860 0.77% 0.77% 1214 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 26,997 856 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 24, 2026
Brookwood Investment Group LLC History No change 26,981 855 0.1% 0.1% 1216 0 0.0% Q2 2026 Jul 23, 2026
Calamos Wealth Management LLC History No change 26,885 852 0.03% 0.03% 1217 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 26,842 851 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 26,727 847 0.01% 0.01% 1219 0 0.0% Q2 2026 Jul 23, 2026
TFR Capital, LLC. History No change 26,696 846 0.24% 0.24% 1220 0 0.0% Q2 2026 Aug 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 26,666 845 0.13% 0.13% 1221 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 26,461 839 0.08% 0.08% 1222 0 0.0% Q2 2026 Jul 22, 2026
CGN Advisors LLC History No change 26,485 839 0.06% 0.06% 1223 0 0.0% Q2 2026 Jul 06, 2026
Gerald Baker Financial Group LLC History Added to 25,790 838 0.24% 0.23% 1224 +271 1.06% Q3 2026 Oct 09, 2026
Firestone Capital Management History No change 26,419 837 0.16% 0.16% 1225 0 0.0% Q2 2026 Jul 31, 2026
Keystone Wealth Services, LLC History No change 26,291 833 0.15% 0.15% 1226 0 0.0% Q2 2026 Aug 05, 2026
JBR Co Financial Management Inc History No change 26,252 832 0.3% 0.3% 1227 0 0.0% Q2 2026 Jul 09, 2026
Strategies Wealth Advisors, LLC History No change 26,235 831 0.07% 0.07% 1228 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 26,184 830 0.11% 0.11% 1229 0 0.0% Q2 2026 Aug 10, 2026
S&A Financial Services, Inc. History No change 26,129 828 0.51% 0.51% 1230 0 0.0% Q2 2026 Jul 27, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 25,766 817 0.39% 0.39% 1231 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 25,743 816 0.03% 0.03% 1232 0 0.0% Q2 2026 Aug 10, 2026
Wilkins Miller Wealth Management, LLC History No change 25,694 814 0.45% 0.45% 1233 0 0.0% Q2 2026 Jul 21, 2026
Advisor Resource Council History No change 25,198 812 0.23% 0.23% 1234 0 0.0% Q2 2026 Jul 28, 2026
Fort Sheridan Advisors LLC History No change 25,595 811 0.09% 0.09% 1235 0 0.0% Q2 2026 Aug 05, 2026
Demars Financial Group, LLC History No change 25,585 811 0.22% 0.22% 1236 0 0.0% Q2 2026 Jul 21, 2026
Ted Buchan & Co History No change 25,544 810 0.26% 0.26% 1237 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Capital Group History Reduced 24,887 809 0.1% 0.1% 1238 -501 -1.97% Q3 2026 Oct 08, 2026
Stonebrook Private Inc. History No change 25,528 809 0.15% 0.15% 1239 0 0.0% Q2 2026 Aug 14, 2026
Hayek Kallen Investment Management History No change 25,471 808 0.25% 0.25% 1240 0 0.0% Q2 2026 Aug 17, 2026
Hardin Capital Partners, LLC History Added to 24,746 805 0.39% 0.22% 1242 +9,680 64.25% Q3 2026 Oct 08, 2026
Bonfire Financial History No change 25,412 805 0.52% 0.52% 1241 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 25,390 805 0.11% 0.11% 1243 0 0.0% Q2 2026 Aug 11, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 25,354 803 0.18% 0.18% 1244 0 0.0% Q2 2026 Jul 20, 2026
Cypress Capital, LLC History No change 25,301 802 0.22% 0.22% 1245 0 0.0% Q2 2026 Jul 17, 2026
CHAPIN DAVIS, INC. History Added to 24,584 799 0.15% 0.14% 1246 +18 0.07% Q3 2026 Oct 08, 2026
MidAtlantic Capital Management, Inc. History No change 25,223 799 0.5% 0.5% 1247 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 25,047 794 0.01% 0.01% 1248 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 25,054 794 0.16% 0.16% 1249 0 0.0% Q2 2026 Aug 10, 2026
NewCorp Financial Services, Inc. History No change 24,897 789 0.6% 0.6% 1250 0 0.0% Q2 2026 Aug 03, 2026
Rather & Kittrell, Inc. History No change 24,872 788 0.11% 0.11% 1251 0 0.0% Q2 2026 Aug 12, 2026
NIXON PEABODY TRUST CO History No change 24,843 787 0.06% 0.06% 1252 0 0.0% Q2 2026 Jul 27, 2026
Value Investment Professionals, LLC History No change 24,845 787 0.66% 0.66% 1253 0 0.0% Q2 2026 Jul 07, 2026
MATHER GROUP, LLC. History No change 24,816 786 0.01% 0.01% 1254 0 0.0% Q2 2026 Jul 27, 2026
FF Advisors,LLC History No change 24,793 786 0.29% 0.29% 1255 0 0.0% Q2 2026 Jul 29, 2026
CALTON & ASSOCIATES, INC. History No change 24,732 784 0.11% 0.11% 1256 0 0.0% Q2 2026 Aug 10, 2026
Rench Wealth Management, Inc. History No change 24,733 784 0.21% 0.21% 1257 0 0.0% Q2 2026 Aug 14, 2026
Vann Equity Management LLC History New 24,094 783 0.47% — 1258 +24,094 New Q3 2026 Oct 07, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 24,515 777 0.45% 0.45% 1259 0 0.0% Q2 2026 Aug 10, 2026
RCW Management, LLC History No change 24,520 777 0.7% 0.7% 1260 0 0.0% Q2 2026 Jul 21, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 24,454 775 0.15% 0.15% 1261 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Bancorp, Inc. History No change 24,468 775 0.2% 0.2% 1262 0 0.0% Q2 2026 Jul 28, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Added to 23,769 773 0.55% 0.55% 1265 +1,407 6.29% Q3 2026 Oct 09, 2026
Telos Capital Management, Inc. History No change 24,386 773 0.07% 0.07% 1263 0 0.0% Q2 2026 Jul 22, 2026
Mission Creek Capital Partners, Inc. History No change 24,396 773 0.14% 0.14% 1264 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 24,355 772 0.16% 0.16% 1266 0 0.0% Q2 2026 Jul 20, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 24,283 770 0.06% 0.06% 1267 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 23,565 766 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 27, 2026
Saxony Capital Management, LLC History No change 24,184 766 0.35% 0.35% 1269 0 0.0% Q2 2026 Jul 15, 2026
Keystone Financial Group History No change 24,141 765 0.05% 0.05% 1270 0 0.0% Q2 2026 Jul 29, 2026
SP Asset Management LLC History No change 24,102 764 0.06% 0.06% 1271 0 0.0% Q2 2026 Aug 04, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 24,085 763 0.66% 0.66% 1272 0 0.0% Q2 2026 Jul 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 24,016 761 0.01% 0.01% 1273 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 23,929 758 0.15% 0.15% 1274 0 0.0% Q2 2026 Jul 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 23,895 757 0.21% 0.21% 1275 0 0.0% Q2 2026 Aug 12, 2026
Clear Trail Advisors, LLC History No change 23,887 757 0.12% 0.12% 1276 0 0.0% Q2 2026 Jul 21, 2026
Ducere Wealth Management LLC History No change 23,797 754 0.23% 0.23% 1277 0 0.0% Q2 2026 Jul 28, 2026
FEDERATED HERMES, INC. History No change 23,700 751 0.0% 0.0% 1278 0 0.0% Q2 2026 Aug 12, 2026
Point Windward Advisors Inc. History No change 23,700 751 0.33% 0.33% 1279 0 0.0% Q2 2026 Jul 30, 2026
Jefferies Financial Group Inc. History No change 23,599 748 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 17, 2026
Schrum Private Wealth Management LLC History No change 10,072 748 0.77% 0.77% 1281 0 0.0% Q2 2026 Aug 10, 2026
Cassady Wealth & Retirement Planning, LLC History No change 23,585 747 0.35% 0.35% 1282 0 0.0% Q2 2026 Jul 24, 2026
RMR Wealth Builders History No change 23,540 746 0.05% 0.05% 1283 0 0.0% Q2 2026 Jul 24, 2026
waypoint wealth counsel History No change 23,426 742 0.46% 0.46% 1284 0 0.0% Q2 2026 Aug 04, 2026
WFA of San Diego, LLC History No change 21,512 740 0.61% 0.61% 1285 0 0.0% Q2 2026 Aug 14, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 23,312 739 0.2% 0.2% 1286 0 0.0% Q2 2026 Jul 09, 2026
Oakmont Advisory Group, LLC History No change 23,331 739 0.62% 0.62% 1287 0 0.0% Q2 2026 Aug 03, 2026
Aegis Wealth Management LLC History No change 23,238 736 0.35% 0.35% 1288 0 0.0% Q2 2026 Aug 07, 2026
LifePlan Financial, LLC History No change 23,199 735 0.51% 0.51% 1289 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 23,130 733 0.0% 0.0% 1290 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 23,130 733 0.01% 0.01% 1291 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 23,138 733 0.15% 0.15% 1292 0 0.0% Q2 2026 Jul 22, 2026
Tenon Financial LLC History No change 23,132 733 0.24% 0.24% 1293 0 0.0% Q2 2026 Jul 24, 2026
Element Wealth, LLC History No change 23,075 731 0.27% 0.27% 1294 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Added to 22,430 729 0.13% 0.13% 1295 +888 4.12% Q3 2026 Oct 05, 2026
Lantern Wealth Advisors, LLC History No change 23,005 729 0.33% 0.33% 1296 0 0.0% Q2 2026 Jul 28, 2026
Aerodigm Wealth, LLC History No change 22,958 728 0.25% 0.25% 1297 0 0.0% Q2 2026 Aug 04, 2026
Dale Q Rice Investment Management Ltd History Reduced 22,316 725 0.4% 0.39% 1299 -241 -1.07% Q3 2026 Oct 09, 2026
Fulcrum Capital LLC History No change 22,885 725 0.15% 0.15% 1298 0 0.0% Q2 2026 Jul 20, 2026
LYELL WEALTH MANAGEMENT, LP History No change 22,830 723 0.04% 0.04% 1300 0 0.0% Q2 2026 Aug 05, 2026
Meridian Wealth Advisors, LLC History No change 22,818 723 0.08% 0.08% 1301 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 22,714 720 0.48% 0.48% 1302 0 0.0% Q2 2026 Jul 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 22,534 714 0.03% 0.03% 1303 0 0.0% Q2 2026 Aug 05, 2026
SVB WEALTH LLC History No change 22,531 714 0.05% 0.05% 1304 0 0.0% Q2 2026 Jul 17, 2026
Range Advisory, LLC History No change 22,520 714 0.09% 0.09% 1305 0 0.0% Q2 2026 Sep 02, 2026
Ascentis Independent Advisors History No change 22,477 712 1.92% 1.92% 1306 0 0.0% Q2 2026 Aug 04, 2026
Storen Legacy Partners, LLC History No change 22,309 707 0.19% 0.19% 1307 0 0.0% Q2 2026 Jul 17, 2026
Commonwealth Retirement Investments LLC History No change 22,205 704 0.19% 0.19% 1308 0 0.0% Q2 2026 Aug 03, 2026
1900 WEALTH MANAGEMENT LLC History No change 22,161 702 0.04% 0.04% 1309 0 0.0% Q2 2026 Aug 04, 2026
Mezzasalma Advisors, LLC History No change 22,045 699 0.14% 0.14% 1310 0 0.0% Q2 2026 Aug 10, 2026
Eddie Patel Inc History No change 22,070 699 0.42% 0.42% 1311 0 0.0% Q2 2026 Aug 11, 2026
Key Client Fiduciary Advisors, LLC History No change 22,000 697 0.2% 0.2% 1312 0 0.0% Q2 2026 Jul 09, 2026
Fairway Wealth LLC History No change 21,957 696 0.16% 0.16% 1313 0 0.0% Q2 2026 Jul 24, 2026
MEMBERS WEALTH LLC History No change 21,924 695 0.38% 0.38% 1314 0 0.0% Q2 2026 Jul 09, 2026
Bay Rivers Group History No change 21,870 693 0.24% 0.24% 1315 0 0.0% Q2 2026 Jul 09, 2026
Level Wealth Management LLC History No change 21,876 693 0.28% 0.28% 1316 0 0.0% Q2 2026 Jul 28, 2026
Councilor Wealth, LLC History Reduced 21,295 692 0.29% 0.32% 1317 -3,417 -13.83% Q3 2026 Oct 09, 2026
OMC Financial Services LTD History No change 21,783 690 0.23% 0.23% 1318 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 21,722 688 0.01% 0.01% 1319 0 0.0% Q2 2026 Jul 23, 2026
Cross Staff Investments Inc History No change 21,693 687 0.39% 0.39% 1320 0 0.0% Q2 2026 Jul 22, 2026
Gemmer Asset Management LLC History No change 21,618 685 0.05% 0.05% 1321 0 0.0% Q2 2026 Jul 15, 2026
Aldebaran Financial Inc. History No change 21,500 681 0.55% 0.55% 1322 0 0.0% Q2 2026 Aug 13, 2026
Clear Point Advisors Inc. History No change 21,491 681 0.6% 0.6% 1323 0 0.0% Q2 2026 Jul 28, 2026
Martin Capital Partners, LLC History Added to 20,934 680 0.24% 0.23% 1324 +837 4.16% Q3 2026 Oct 07, 2026
American Trust History No change 21,464 680 0.05% 0.05% 1325 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 20,879 679 0.06% 0.05% 1326 +3,677 21.38% Q3 2026 Oct 01, 2026
TUDOR INVESTMENT CORP ET AL History No change 21,388 678 0.0% 0.0% 1327 0 0.0% Q2 2026 Aug 14, 2026
Williams Jones Wealth Management, LLC. History No change 21,313 675 0.01% 0.01% 1328 0 0.0% Q2 2026 Aug 05, 2026
Concentrum Wealth Management History No change 21,111 669 0.16% 0.16% 1329 0 0.0% Q2 2026 Aug 06, 2026
Mach-1 Financial Group, LLC History No change 21,106 669 0.26% 0.26% 1330 0 0.0% Q2 2026 Jul 29, 2026
Tidemark, LLC History No change 21,066 668 0.15% 0.15% 1331 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 20,989 665 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 11, 2026
Clayton Financial Group LLC History No change 21,000 665 0.37% 0.37% 1333 0 0.0% Q2 2026 Jul 20, 2026
Commonwealth Financial Services, LLC History No change 20,910 663 0.09% 0.09% 1334 0 0.0% Q2 2026 Jul 15, 2026
JFS WEALTH ADVISORS, LLC History No change 20,885 662 0.03% 0.03% 1335 0 0.0% Q2 2026 Jul 10, 2026
Steffes Financial, Ltd. History No change 20,862 661 0.29% 0.29% 1336 0 0.0% Q2 2026 Aug 14, 2026
Abbot Financial Management, Inc. History No change 20,800 659 0.23% 0.23% 1337 0 0.0% Q2 2026 Aug 06, 2026
Sharkey, Howes & Javer History No change 20,763 658 0.08% 0.08% 1338 0 0.0% Q2 2026 Jul 09, 2026
Comprehensive Money Management Services LLC History No change 20,639 654 0.41% 0.41% 1339 0 0.0% Q2 2026 Aug 14, 2026
Unify Financial Advisors History No change 20,589 652 0.6% 0.6% 1340 0 0.0% Q2 2026 Jul 21, 2026
Axim Planning & Wealth History No change 20,534 651 0.91% 0.91% 1341 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 20,522 650 0.01% 0.01% 1342 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 20,505 650 0.04% 0.04% 1343 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 20,360 650 0.08% 0.08% 1344 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Advisory Group L.L.C. History No change 20,479 649 0.25% 0.25% 1345 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 19,873 646 0.17% 0.12% 1346 +5,230 35.72% Q3 2026 Oct 02, 2026
Salomon & Ludwin, LLC History No change 20,282 645 0.05% 0.05% 1347 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 20,353 645 0.13% 0.13% 1348 0 0.0% Q2 2026 Jul 17, 2026
PATTEN & PATTEN INC/TN History No change 20,221 641 0.03% 0.03% 1349 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 20,228 641 0.01% 0.01% 1350 0 0.0% Q2 2026 Jul 17, 2026
HANCOCK WHITNEY CORP History No change 20,207 640 0.01% 0.01% 1351 0 0.0% Q2 2026 Aug 14, 2026
PDS Planning, Inc History No change 20,054 635 0.04% 0.04% 1352 0 0.0% Q2 2026 Aug 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 20,000 634 0.01% 0.01% 1353 0 0.0% Q2 2026 Aug 14, 2026
Avantra Family Wealth, Inc. History No change 20,015 634 0.4% 0.4% 1354 0 0.0% Q2 2026 Jul 29, 2026
Pflug Koory, LLC History No change 19,974 633 0.25% 0.25% 1355 0 0.0% Q2 2026 Jul 21, 2026
Tranquility Partners, LLC History No change 19,966 633 0.22% 0.22% 1356 0 0.0% Q2 2026 Jul 23, 2026
Veracity Capital LLC History Added to 19,409 631 0.17% 0.08% 1357 +9,500 95.87% Q3 2026 Oct 08, 2026
Basepoint Wealth LLC History No change 19,920 631 0.36% 0.36% 1358 0 0.0% Q2 2026 Aug 10, 2026
Brick & Kyle, Associates History No change 20,561 630 0.21% 0.21% 1359 0 0.0% Q2 2026 Aug 06, 2026
Laraway Financial Advisors Inc History No change 19,887 630 0.38% 0.38% 1360 0 0.0% Q2 2026 Aug 03, 2026
Robinhood Asset Management, LLC History No change 19,869 630 0.03% 0.03% 1361 0 0.0% Q2 2026 Aug 11, 2026
Pacific Center for Financial Services History No change 19,780 627 0.14% 0.14% 1362 0 0.0% Q2 2026 Aug 05, 2026
FC Advisory LLC History Added to 19,234 625 0.16% 0.16% 1363 +336 1.78% Q3 2026 Oct 05, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 19,660 623 0.56% 0.56% 1364 0 0.0% Q2 2026 Jul 09, 2026
Bedel Financial Consulting, Inc. History No change 19,611 621 0.06% 0.06% 1365 0 0.0% Q2 2026 Jul 29, 2026
Beacon Capital Management, LLC History No change 19,578 620 0.09% 0.09% 1366 0 0.0% Q2 2026 Jul 29, 2026
Financial Gravity Companies, Inc. History No change 19,497 618 0.1% 0.1% 1367 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 19,318 612 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 19,279 611 0.01% 0.01% 1369 0 0.0% Q2 2026 Aug 14, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 19,271 611 0.45% 0.45% 1370 0 0.0% Q2 2026 Jul 28, 2026
OPTIMA CAPITAL LLC History No change 19,297 611 0.24% 0.24% 1371 0 0.0% Q2 2026 Jul 24, 2026
MIRAMONTES CAPITAL, LLC History No change 19,280 611 0.19% 0.19% 1372 0 0.0% Q2 2026 Sep 09, 2026
BSW Wealth Partners History No change 19,263 610 0.07% 0.07% 1373 0 0.0% Q2 2026 Jul 15, 2026
GLENMEDE TRUST CO NA History No change 19,219 609 0.0% 0.0% 1374 0 0.0% Q2 2026 Aug 10, 2026
Mirador Capital Partners LP History Added to 18,704 608 0.07% 0.07% 1375 +458 2.51% Q3 2026 Oct 09, 2026
WEIK CAPITAL MANAGEMENT History No change 19,105 605 0.23% 0.23% 1376 0 0.0% Q2 2026 Aug 12, 2026
Meriwether Wealth & Planning, LLC History No change 19,041 603 0.3% 0.3% 1377 0 0.0% Q2 2026 Jul 08, 2026
Blue Chip Partners, LLC History No change 18,943 600 0.04% 0.04% 1378 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 18,929 600 0.05% 0.05% 1379 0 0.0% Q2 2026 Jul 14, 2026
Global Assets Advisory, LLC History No change 18,790 600 0.13% 0.13% 1380 0 0.0% Q2 2026 Jul 27, 2026
Cardinal Point Capital Management ULC History No change 18,936 600 0.03% 0.03% 1381 0 0.0% Q2 2026 Jul 14, 2026
FIRST FINANCIAL CORP /IN/ History No change 18,917 599 0.21% 0.21% 1382 0 0.0% Q2 2026 Jul 07, 2026
Argent Advisors, Inc. History No change 18,899 599 0.15% 0.15% 1383 0 0.0% Q2 2026 Aug 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 18,901 599 0.03% 0.03% 1384 0 0.0% Q2 2026 Aug 13, 2026
PW Nova Financial Services LLC History No change 18,793 595 0.13% 0.13% 1385 0 0.0% Q2 2026 Jul 29, 2026
Triad Wealth Partners, LLC History No change 17,714 594 0.04% 0.04% 1386 0 0.0% Q2 2026 Aug 10, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 18,704 593 0.31% 0.31% 1387 0 0.0% Q2 2026 Jul 20, 2026
Markowski Investments History No change 18,606 589 0.13% 0.13% 1388 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 18,550 588 0.02% 0.02% 1389 0 0.0% Q2 2026 Jul 13, 2026
SMART Wealth LLC History No change 18,497 586 0.13% 0.13% 1390 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 18,405 584 0.07% 0.07% 1391 0 0.0% Q2 2026 Jul 23, 2026
Chancellor Financial Group WB LP History No change 18,400 583 0.36% 0.36% 1392 0 0.0% Q2 2026 Aug 10, 2026
Sherman Wealth Management LLC History No change 18,359 582 0.44% 0.44% 1393 0 0.0% Q2 2026 Jul 09, 2026
Sterling Investment Advisors, Ltd. History No change 18,331 581 0.1% 0.1% 1394 0 0.0% Q2 2026 Jul 28, 2026
Verity & Verity, LLC History No change 18,306 580 0.04% 0.04% 1395 0 0.0% Q2 2026 Jul 28, 2026
Obermeyer Wealth Partners History No change 18,267 579 0.02% 0.02% 1396 0 0.0% Q2 2026 Jul 29, 2026
Omega Financial Group, LLC History No change 18,277 579 0.18% 0.18% 1397 0 0.0% Q2 2026 Jul 21, 2026
Legacy Financial Advisors, Inc. History No change 18,207 577 0.07% 0.07% 1398 0 0.0% Q2 2026 Aug 05, 2026
Pine Haven Investment Counsel, Inc History No change 18,219 577 0.39% 0.39% 1399 0 0.0% Q2 2026 Jul 08, 2026
Accredited Investors Inc. History No change 18,192 576 0.02% 0.02% 1400 0 0.0% Q2 2026 Jul 21, 2026
Citrine Capital LLC History No change 18,153 575 0.21% 0.21% 1401 0 0.0% Q2 2026 Jul 23, 2026
Financial Management, Inc. History No change 18,115 574 0.47% 0.47% 1402 0 0.0% Q2 2026 Aug 12, 2026
GDS Wealth Management History No change 18,088 573 0.03% 0.03% 1403 0 0.0% Q2 2026 Aug 13, 2026
Integrity Advisory Solutions, LLC History No change 18,096 573 0.06% 0.06% 1404 0 0.0% Q2 2026 Jul 31, 2026
Wealth Management Partners, LLC History No change 18,007 571 0.13% 0.13% 1405 0 0.0% Q2 2026 Jul 22, 2026
COFG Advisors, LLC History No change 17,976 570 0.1% 0.1% 1406 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 17,945 569 0.17% 0.17% 1407 0 0.0% Q2 2026 Jul 23, 2026
Planned Solutions, Inc. History No change 17,888 567 0.16% 0.16% 1408 0 0.0% Q2 2026 Jul 13, 2026
Innova Wealth Partners History No change 17,898 567 0.23% 0.23% 1409 0 0.0% Q2 2026 Jul 15, 2026
Downshift Financial, LLC History No change 17,896 567 0.25% 0.25% 1410 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 17,413 566 0.03% 0.03% 1411 +302 1.76% Q3 2026 Oct 09, 2026
UNIQUE WEALTH, LLC History No change 17,861 566 0.07% 0.07% 1412 0 0.0% Q2 2026 Jul 21, 2026
Fearless Solutions, LLC dba Best Invest History No change 17,857 566 0.3% 0.3% 1413 0 0.0% Q2 2026 Jul 21, 2026
DUNCKER STREETT & CO INC History No change 17,844 565 0.1% 0.1% 1414 0 0.0% Q2 2026 Jul 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 17,832 565 0.03% 0.03% 1415 0 0.0% Q2 2026 Jul 28, 2026
Resonant Capital Advisors, LLC History No change 17,788 564 0.03% 0.03% 1416 0 0.0% Q2 2026 Jul 24, 2026
SkyOak Wealth, LLC History No change 17,761 563 0.09% 0.09% 1417 0 0.0% Q2 2026 Jul 30, 2026
Carmel Capital Partners, LLC History No change 17,779 563 0.19% 0.19% 1418 0 0.0% Q2 2026 Jul 29, 2026
Ketron Financial History No change 17,758 563 0.17% 0.17% 1419 0 0.0% Q2 2026 Aug 05, 2026
Delta Investment Management, LLC History No change 17,746 562 0.09% 0.09% 1420 0 0.0% Q2 2026 Aug 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 17,662 560 0.03% 0.03% 1421 0 0.0% Q2 2026 Jul 28, 2026
Silver Lake Advisory, LLC History No change 17,658 559 0.2% 0.2% 1422 0 0.0% Q2 2026 Jul 24, 2026
Wilson & Boucher Capital Management, LLC History No change 17,645 559 0.33% 0.33% 1423 0 0.0% Q2 2026 Aug 18, 2026
UPTICK PARTNERS, LLC History No change 17,654 559 0.09% 0.09% 1424 0 0.0% Q2 2026 Aug 10, 2026
Planning Project LLC History No change 16,033 559 0.11% 0.11% 1425 0 0.0% Q2 2026 Sep 01, 2026
Clarkston Capital Partners, LLC History No change 17,611 558 0.05% 0.05% 1426 0 0.0% Q2 2026 Aug 11, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 17,534 556 0.12% 0.12% 1427 0 0.0% Q2 2026 Jul 27, 2026
Herold Advisors, Inc. History No change 17,381 556 0.11% 0.11% 1428 0 0.0% Q2 2026 Jul 22, 2026
Kraft, Davis & Associates, LLC History No change 17,193 556 0.12% 0.12% 1429 0 0.0% Q2 2026 Jul 09, 2026
APPLETON PARTNERS INC/MA History No change 17,420 552 0.03% 0.03% 1430 0 0.0% Q2 2026 Jul 21, 2026
Encompass More Asset Management History No change 17,377 551 0.08% 0.08% 1431 0 0.0% Q2 2026 Jul 14, 2026
Centerpoint Advisors, LLC History No change 17,342 550 0.16% 0.16% 1432 0 0.0% Q2 2026 Aug 05, 2026
Archer Investment Corp History No change 17,317 549 0.11% 0.11% 1433 0 0.0% Q2 2026 Aug 03, 2026
Strata Wealth Advisors, LLC History No change 17,319 549 0.13% 0.13% 1434 0 0.0% Q2 2026 Aug 05, 2026
Ring Mountain Capital, LLC History No change 17,327 549 0.23% 0.23% 1435 0 0.0% Q2 2026 Aug 11, 2026
Stone Wealth Partners History No change 17,245 546 0.4% 0.4% 1436 0 0.0% Q2 2026 Jul 16, 2026
1ST SOURCE BANK History No change 17,188 545 0.02% 0.02% 1437 0 0.0% Q2 2026 Aug 06, 2026
Seneca House Advisors History No change 17,200 545 0.19% 0.19% 1438 0 0.0% Q2 2026 Jul 31, 2026
Plus Group Wealth Advisors LLC History No change 17,184 544 0.51% 0.51% 1439 0 0.0% Q2 2026 Jul 13, 2026
Daytona Street Capital LLC History No change 16,802 543 0.4% 0.4% 1440 0 0.0% Q2 2026 Aug 03, 2026
Wealthstar Advisors, LLC History No change 17,122 542 0.16% 0.16% 1441 0 0.0% Q2 2026 Jul 30, 2026
Clark Asset Management, LLC History No change 17,079 541 0.04% 0.04% 1442 0 0.0% Q2 2026 Jul 07, 2026
IFC & Insurance Marketing, Inc. History No change 17,067 541 0.48% 0.48% 1443 0 0.0% Q2 2026 Jul 09, 2026
CURA WEALTH ADVISORS, LLC History No change 17,049 540 0.23% 0.23% 1444 0 0.0% Q2 2026 Aug 06, 2026
Impact Capital Partners LLC History No change 16,997 538 0.15% 0.15% 1445 0 0.0% Q2 2026 Jul 14, 2026
DAVIS R M INC History No change 16,794 532 0.01% 0.01% 1446 0 0.0% Q2 2026 Aug 14, 2026
Accelerate Investment Advisors LLC History No change 16,756 531 0.3% 0.3% 1447 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 16,705 529 0.1% 0.1% 1448 0 0.0% Q2 2026 Aug 04, 2026
Sovereign Financial Group, Inc. History No change 16,661 528 0.08% 0.08% 1449 0 0.0% Q2 2026 Jul 24, 2026
Sankala Group LLC History No change 15,230 527 0.35% 0.35% 1450 0 0.0% Q2 2026 Aug 18, 2026
UMB Bank, n.a. History No change 16,535 524 0.01% 0.01% 1451 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital Group History No change 16,500 523 0.05% 0.05% 1452 0 0.0% Q2 2026 Aug 05, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 16,393 519 0.07% 0.07% 1453 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Wealth, LLC/TN History No change 16,043 518 0.26% 0.26% 1454 0 0.0% Q2 2026 Jul 29, 2026
Bridgewealth Advisory Group, LLC History No change 16,331 517 0.1% 0.1% 1455 0 0.0% Q2 2026 Jul 27, 2026
SENTINEL PENSION ADVISORS, LLC History No change 15,735 517 0.07% 0.07% 1456 0 0.0% Q2 2026 Jul 23, 2026
Pegasus Asset Management, Inc. History No change 16,228 514 0.15% 0.15% 1457 0 0.0% Q2 2026 Aug 05, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 16,155 512 0.24% 0.24% 1458 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 16,132 511 0.06% 0.06% 1459 0 0.0% Q2 2026 Jul 09, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 16,123 511 0.07% 0.07% 1460 0 0.0% Q2 2026 Aug 11, 2026
VICUS CAPITAL History No change 16,088 510 0.03% 0.03% 1461 0 0.0% Q2 2026 Aug 05, 2026
OFS Enterprise LLC History No change 16,104 510 0.13% 0.13% 1462 0 0.0% Q2 2026 Jul 08, 2026
Team Hewins, LLC History No change 16,018 507 0.14% 0.14% 1463 0 0.0% Q2 2026 Jul 29, 2026
Maia Wealth LLC History No change 15,998 507 0.07% 0.07% 1464 0 0.0% Q2 2026 Jul 28, 2026
Clare Market Investments LLC History No change 16,000 507 0.09% 0.09% 1465 0 0.0% Q2 2026 Jul 27, 2026
Independent Wealth Advisors LLC History No change 15,997 507 0.46% 0.46% 1466 0 0.0% Q2 2026 Jul 27, 2026
Safe Harbor Fiduciary, LLC History No change 15,946 505 0.39% 0.39% 1467 0 0.0% Q2 2026 Aug 14, 2026
BURLING WEALTH PARTNERS, LLC History No change 15,900 504 0.07% 0.07% 1468 0 0.0% Q2 2026 Aug 04, 2026
Kingsman Wealth Management, Inc. History No change 15,861 502 0.24% 0.24% 1469 0 0.0% Q2 2026 Jul 22, 2026
Clark Capital Management Group, Inc. History No change 15,819 501 0.0% 0.0% 1470 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Wealth Management Group History No change 15,829 501 0.09% 0.09% 1471 0 0.0% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History No change 15,533 500 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 15,645 496 0.05% 0.05% 1473 0 0.0% Q2 2026 Aug 07, 2026
CM WEALTH ADVISORS LLC History No change 15,667 496 0.09% 0.09% 1474 0 0.0% Q2 2026 Aug 10, 2026
Wingate Wealth Advisors, Inc. History No change 15,650 496 0.22% 0.22% 1475 0 0.0% Q2 2026 Jul 29, 2026
Optivise Advisory Services LLC History No change 15,584 494 0.25% 0.25% 1476 0 0.0% Q2 2026 Jul 13, 2026
Timmons Wealth Management, LLC History No change 15,566 493 0.36% 0.36% 1477 0 0.0% Q2 2026 Aug 07, 2026
Crescent Grove Advisors, LLC History No change 15,527 492 0.04% 0.04% 1478 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Planning, LLC History No change 15,517 492 0.11% 0.11% 1479 0 0.0% Q2 2026 Jul 29, 2026
GenWealth Group, Inc. History No change 15,490 491 0.08% 0.08% 1480 0 0.0% Q2 2026 Jul 10, 2026
Stokes Family Office, LLC History No change 15,510 491 0.06% 0.06% 1481 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Strategies, LLC History No change 15,494 491 0.24% 0.24% 1482 0 0.0% Q2 2026 Aug 07, 2026
DKM Wealth Management, Inc. History No change 15,060 489 0.31% 0.31% 1483 0 0.0% Q3 2026 Oct 09, 2026
Greenspring Advisors, LLC History No change 15,420 488 0.03% 0.03% 1484 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Management Group, Inc. History No change 15,341 486 0.23% 0.23% 1485 0 0.0% Q2 2026 Jul 15, 2026
Darden Wealth Group Inc History No change 15,323 485 0.19% 0.19% 1486 0 0.0% Q2 2026 Aug 06, 2026
WEALTH EFFECTS LLC History No change 15,226 482 0.13% 0.13% 1487 0 0.0% Q2 2026 Aug 06, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 15,227 482 0.21% 0.21% 1488 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 15,177 481 0.01% 0.01% 1489 0 0.0% Q2 2026 Jul 21, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 15,094 478 0.03% 0.03% 1490 0 0.0% Q2 2026 Aug 12, 2026
Causey Wealth LLC History No change 15,085 478 0.19% 0.19% 1491 0 0.0% Q2 2026 Aug 11, 2026
Tandem Financial, LLC History No change 15,043 477 0.14% 0.14% 1492 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 15,036 476 0.0% 0.0% 1493 0 0.0% Q2 2026 Aug 13, 2026
ARS Wealth Advisors Group, LLC History No change 14,981 475 0.04% 0.04% 1494 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 15,000 475 0.12% 0.12% 1495 0 0.0% Q2 2026 Aug 05, 2026
Kachkovsky & Fisher, Inc. History No change 14,885 472 0.45% 0.45% 1496 0 0.0% Q2 2026 Sep 08, 2026
Investment Partners Asset Management, Inc. History Added to 14,475 470 0.25% 0.25% 1497 +336 2.38% Q3 2026 Oct 08, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 14,830 470 0.05% 0.05% 1498 0 0.0% Q2 2026 Jul 22, 2026
DDD Partners, LLC History No change 14,830 470 0.03% 0.03% 1499 0 0.0% Q2 2026 Aug 05, 2026
D L CARLSON INVESTMENT GROUP INC History No change 14,790 468 0.07% 0.07% 1500 0 0.0% Q2 2026 Aug 11, 2026
Alley Investment Management Company, LLC History No change 14,765 468 0.05% 0.05% 1501 0 0.0% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History No change 14,723 466 0.0% 0.0% 1502 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 14,676 465 0.06% 0.06% 1503 0 0.0% Q2 2026 Jul 20, 2026
Leisure Capital Management History No change 14,683 465 0.15% 0.15% 1504 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 14,677 465 0.16% 0.16% 1505 0 0.0% Q2 2026 Jul 23, 2026
Sage Investment Counsel LLC History No change 14,635 464 0.46% 0.46% 1506 0 0.0% Q2 2026 Jul 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 14,555 461 0.1% 0.1% 1507 0 0.0% Q2 2026 Sep 02, 2026
Strategic Advisors LLC History No change 14,486 459 0.1% 0.1% 1508 0 0.0% Q2 2026 Jul 28, 2026
Sunflower Bank, N.A. History No change 14,501 459 0.11% 0.11% 1509 0 0.0% Q2 2026 Aug 14, 2026
Castle Rock Wealth Management, LLC History Added to 13,955 458 0.09% 0.08% 1511 +1,890 15.67% Q3 2026 Oct 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 14,460 458 0.17% 0.17% 1510 0 0.0% Q2 2026 Aug 05, 2026
Ballast, Inc. History No change 14,415 457 0.09% 0.09% 1512 0 0.0% Q2 2026 Jul 10, 2026
AlTi Global, Inc. History No change 14,429 457 0.01% 0.01% 1513 0 0.0% Q2 2026 Aug 05, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 14,435 457 0.06% 0.06% 1514 0 0.0% Q2 2026 Jul 20, 2026
Helium Advisors LLC History No change 14,420 457 0.38% 0.38% 1515 0 0.0% Q2 2026 Aug 11, 2026
Nautilus Advisors LLC History Added to 13,928 453 0.27% 0.24% 1517 +1,424 11.39% Q3 2026 Oct 06, 2026
Sensible Money, LLC History No change 14,304 453 0.12% 0.12% 1516 0 0.0% Q2 2026 Jul 30, 2026
Planning Strategies Inc. History Added to 13,865 451 0.27% 0.26% 1520 +709 5.39% Q3 2026 Oct 02, 2026
Grandview Asset Management LLC History No change 14,248 451 0.11% 0.11% 1518 0 0.0% Q2 2026 Jul 24, 2026
AA Financial Advisors, LLC History No change 14,238 451 0.05% 0.05% 1519 0 0.0% Q2 2026 Jul 17, 2026
Waterfront Wealth Inc. History No change 13,862 449 0.07% 0.07% 1521 0 0.0% Q2 2026 Jul 30, 2026
ZynergyRetirementPlanningLLC History No change 13,779 448 0.24% 0.24% 1522 0 0.0% Q3 2026 Oct 08, 2026
Topsail Wealth Management, LLC History No change 14,142 448 0.06% 0.06% 1523 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 14,098 447 0.35% 0.35% 1524 0 0.0% Q2 2026 Jul 24, 2026
LOWE BROCKENBROUGH & CO INC History No change 14,076 446 0.02% 0.02% 1525 0 0.0% Q2 2026 Aug 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 14,096 446 0.03% 0.03% 1526 0 0.0% Q2 2026 Jul 07, 2026
Hamilton Capital, LLC History Added to 13,702 445 0.02% 0.02% 1527 +20 0.15% Q3 2026 Oct 08, 2026
Second Line Capital, LLC History No change 14,046 445 0.08% 0.08% 1528 0 0.0% Q2 2026 Sep 02, 2026
Old North State Wealth Management, LLC History No change 13,992 443 0.19% 0.19% 1529 0 0.0% Q2 2026 Jul 17, 2026
Schneider Downs Wealth Management Advisors, LP History No change 13,940 442 0.04% 0.04% 1530 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 13,968 442 0.08% 0.08% 1531 0 0.0% Q2 2026 Jul 31, 2026
Lafayette Investments, Inc. History No change 13,910 441 0.08% 0.08% 1532 0 0.0% Q2 2026 Aug 11, 2026
TAGStone Capital, Inc. History No change 13,911 441 0.14% 0.14% 1533 0 0.0% Q2 2026 Aug 11, 2026
Leading Edge Financial Planning LLC History No change 13,930 441 0.08% 0.08% 1534 0 0.0% Q2 2026 Aug 06, 2026
Future Financial Wealth Managment LLC History No change 13,436 440 0.27% 0.27% 1535 0 0.0% Q2 2026 Jul 24, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 4,757 438 0.1% 0.1% 1536 0 0.0% Q2 2026 Aug 14, 2026
Acropolis Investment Management, LLC History Reduced 13,463 437 0.02% 0.02% 1537 -482 -3.46% Q3 2026 Oct 08, 2026
Straight Path Wealth Management History No change 13,786 437 0.1% 0.1% 1538 0 0.0% Q2 2026 Jul 27, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 13,716 434 0.08% 0.08% 1539 0 0.0% Q2 2026 Jul 23, 2026
Forum Private Client Group LLC History No change 13,671 433 0.13% 0.13% 1540 0 0.0% Q2 2026 Aug 12, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 13,641 432 0.07% 0.07% 1541 0 0.0% Q2 2026 Jul 31, 2026
Wealth Architects, LLC History No change 13,582 430 0.03% 0.03% 1542 0 0.0% Q2 2026 Jul 23, 2026
PURSUE WEALTH PARTNERS LLC History No change 13,584 430 0.24% 0.24% 1543 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 13,527 430 0.0% 0.0% 1544 0 0.0% Q2 2026 Jul 27, 2026
Cyr Financial Inc. History No change 13,550 429 0.22% 0.22% 1545 0 0.0% Q2 2026 Jul 20, 2026
Seelaus Asset Management LLC History No change 13,449 426 0.3% 0.3% 1546 0 0.0% Q2 2026 Jul 16, 2026
Generation Capital Management LLC History No change 13,441 426 0.26% 0.26% 1547 0 0.0% Q2 2026 Aug 13, 2026
Frederick Financial Consultants, LLC History No change 13,414 425 0.18% 0.18% 1548 0 0.0% Q2 2026 Aug 14, 2026
Stockman Wealth Management, Inc. History No change 13,388 424 0.04% 0.04% 1549 0 0.0% Q2 2026 Aug 11, 2026
Bernicke Wealth Management, Ltd. History No change 13,313 422 0.05% 0.05% 1550 0 0.0% Q2 2026 Aug 11, 2026
TrustWell Financial Advisors, LLC History No change 13,246 420 0.36% 0.36% 1551 0 0.0% Q2 2026 Jul 22, 2026
Loudon Investment Management, LLC History No change 13,211 418 0.21% 0.21% 1552 0 0.0% Q2 2026 Aug 14, 2026
RM Financial Services, LLC History No change 13,190 418 0.31% 0.31% 1553 0 0.0% Q2 2026 Aug 04, 2026
TIAA Wealth Investment Management LLC History No change 13,119 418 0.0% 0.0% 1554 0 0.0% Q2 2026 Aug 10, 2026
Elm3 Financial Group, LLC History Added to 12,821 417 0.28% 0.26% 1557 +773 6.42% Q3 2026 Oct 07, 2026
GODSEY & GIBB, INC History No change 13,175 417 0.03% 0.03% 1555 0 0.0% Q2 2026 Jul 13, 2026
RKL Wealth Management LLC History No change 13,152 417 0.03% 0.03% 1556 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 13,041 413 0.02% 0.02% 1558 0 0.0% Q2 2026 Jul 20, 2026
Secure Asset Management, LLC History No change 13,033 413 0.06% 0.06% 1559 0 0.0% Q2 2026 Jul 15, 2026
NovaPoint Capital, LLC History No change 13,035 413 0.09% 0.09% 1560 0 0.0% Q2 2026 Aug 06, 2026
WealthPoint Financial, LLC History No change 12,987 411 0.3% 0.3% 1561 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 12,942 410 0.01% 0.01% 1562 0 0.0% Q2 2026 Jul 15, 2026
Hendershot Investments Inc. History No change 12,949 410 0.05% 0.05% 1563 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 12,910 409 0.12% 0.12% 1564 0 0.0% Q2 2026 Jul 15, 2026
Ballast Rock Private Wealth LLC History No change 12,918 409 0.19% 0.19% 1565 0 0.0% Q2 2026 Aug 10, 2026
WoodTrust Financial Corp History Added to 12,553 408 0.05% 0.04% 1566 +1,259 11.15% Q3 2026 Oct 09, 2026
GGM Financial LLC History No change 12,894 408 0.15% 0.15% 1567 0 0.0% Q2 2026 Jul 23, 2026
GW HENSSLER & ASSOCIATES LTD History No change 12,848 407 0.02% 0.02% 1568 0 0.0% Q2 2026 Jul 28, 2026
Compass Advisory Group LLC History No change 12,804 406 0.1% 0.1% 1569 0 0.0% Q2 2026 Aug 11, 2026
Frisch Financial Group, Inc. History No change 12,806 406 0.07% 0.07% 1570 0 0.0% Q2 2026 Aug 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 12,800 405 0.06% 0.06% 1571 0 0.0% Q2 2026 Jul 20, 2026
Tandem Investment Partners LLC History No change 12,788 405 0.31% 0.31% 1572 0 0.0% Q2 2026 Jul 27, 2026
Signature Equity Partners, LLC History No change 12,799 405 0.19% 0.19% 1573 0 0.0% Q2 2026 Jul 30, 2026
Horizon Investment Services, LLC History No change 12,758 404 0.11% 0.11% 1574 0 0.0% Q2 2026 Aug 06, 2026
VISTA FINANCE, LLC History No change 12,750 404 0.23% 0.23% 1575 0 0.0% Q2 2026 Jul 16, 2026
Uptown Financial Advisors LLC History No change 12,750 404 0.27% 0.27% 1576 0 0.0% Q2 2026 Jul 10, 2026
Harbor Asset Planning, Inc. History No change 12,722 403 0.3% 0.3% 1577 0 0.0% Q2 2026 Jul 22, 2026
UNIVEST FINANCIAL Corp History No change 12,662 401 0.02% 0.02% 1578 0 0.0% Q2 2026 Aug 07, 2026
Winter & Associates, Inc. History No change 12,648 401 0.3% 0.3% 1579 0 0.0% Q2 2026 Jul 09, 2026
Amicus Financial Advisors, LLC History No change 12,670 401 0.1% 0.1% 1580 0 0.0% Q2 2026 Jul 20, 2026
Medallion Wealth Advisors, LLC History No change 12,654 401 0.13% 0.13% 1581 0 0.0% Q2 2026 Aug 14, 2026
FAIRFIELD, BUSH & CO. History No change 12,620 400 0.2% 0.2% 1582 0 0.0% Q2 2026 Aug 13, 2026
Shakespeare Wealth Management, LLC History No change 12,624 400 0.11% 0.11% 1583 0 0.0% Q2 2026 Jul 20, 2026
FIRST AMERICAN TRUST, FSB History No change 12,552 398 0.02% 0.02% 1584 0 0.0% Q2 2026 Aug 10, 2026
Stone Summit Wealth LLC History No change 12,555 398 0.1% 0.1% 1585 0 0.0% Q2 2026 Jul 23, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 12,565 398 0.12% 0.12% 1586 0 0.0% Q2 2026 Jul 31, 2026
Cascade Financial Partners, LLC History No change 12,570 398 0.03% 0.03% 1587 0 0.0% Q2 2026 Aug 04, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 12,537 397 0.16% 0.16% 1588 0 0.0% Q2 2026 Sep 18, 2026
Ridgeline Wealth Planning, LLC History No change 12,461 395 0.25% 0.25% 1589 0 0.0% Q2 2026 Jul 24, 2026
Garton & Associates Financial Advisors LLC History No change 12,461 395 0.89% 0.89% 1590 0 0.0% Q2 2026 Aug 11, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 12,382 392 0.05% 0.05% 1591 0 0.0% Q2 2026 Aug 25, 2026
Arta Finance Wealth Management LLC History No change 12,363 392 0.17% 0.17% 1592 0 0.0% Q2 2026 Aug 13, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 12,358 391 0.27% 0.27% 1593 0 0.0% Q2 2026 Aug 11, 2026
Redwood Family Wealth LLC History No change 12,334 391 0.34% 0.34% 1594 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Management, Inc. History No change 12,319 390 0.1% 0.1% 1595 0 0.0% Q2 2026 Jul 28, 2026
Atomic Invest LLC History No change 12,224 390 0.03% 0.03% 1596 0 0.0% Q2 2026 Sep 25, 2026
Smith Salley Wealth Management History No change 12,296 389 0.02% 0.02% 1597 0 0.0% Q2 2026 Jul 23, 2026
Montz Harcus Wealth Management LLC History Added to 11,951 388 0.14% 0.12% 1600 +1,359 12.83% Q3 2026 Oct 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 11,929 388 0.0% 0.0% 1598 +478 4.17% Q3 2026 Oct 05, 2026
NorthCoast Asset Management LLC History No change 12,251 388 0.01% 0.01% 1599 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 12,219 387 0.02% 0.02% 1601 0 0.0% Q2 2026 Aug 20, 2026
DB&C Advisors, LLC History No change 12,220 387 0.42% 0.42% 1602 0 0.0% Q2 2026 Jul 31, 2026
Outlook Wealth Advisors, LLC History No change 12,150 385 0.08% 0.08% 1603 0 0.0% Q2 2026 Aug 03, 2026
Covington Investment Advisors Inc. History No change 12,107 384 0.05% 0.05% 1604 0 0.0% Q2 2026 Aug 13, 2026
J2 Capital Management Inc History No change 12,139 384 0.26% 0.26% 1605 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 12,114 384 0.0% 0.0% 1606 0 0.0% Q2 2026 Sep 23, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 12,095 383 0.38% 0.38% 1607 0 0.0% Q2 2026 Jul 21, 2026
SACKS & ASSOCIATES, LLC History Added to 11,677 379 0.26% 0.26% 1608 +8 0.07% Q3 2026 Oct 09, 2026
SK Wealth Management, LLC History No change 10,976 375 0.08% 0.08% 1609 0 0.0% Q2 2026 Aug 11, 2026
EagleClaw Capital Managment, LLC History No change 11,740 372 0.05% 0.05% 1610 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Counsel, LLC History No change 11,708 371 0.05% 0.05% 1611 0 0.0% Q2 2026 Jul 15, 2026
Collaborative Capital Advisors LLC History No change 11,700 371 0.23% 0.23% 1612 0 0.0% Q2 2026 Aug 14, 2026
J.E. Simmons & Co., P.C. History No change 11,719 371 0.21% 0.21% 1613 0 0.0% Q2 2026 Jul 15, 2026
Invesco Ltd. History No change 11,676 370 0.0% 0.0% 1614 0 0.0% Q2 2026 Aug 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 11,699 370 0.04% 0.04% 1615 0 0.0% Q2 2026 Sep 02, 2026
HM PAYSON & CO History No change 11,652 369 0.0% 0.0% 1616 0 0.0% Q2 2026 Jul 17, 2026
Edgestream Partners, L.P. History No change 11,642 369 0.01% 0.01% 1617 0 0.0% Q2 2026 Aug 11, 2026
Fortis Capital Advisors, LLC History No change 11,661 369 0.04% 0.04% 1618 0 0.0% Q2 2026 Jul 31, 2026
GAMMA Investing LLC History No change 11,366 369 0.01% 0.01% 1619 0 0.0% Q3 2026 Oct 08, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 11,620 368 0.03% 0.03% 1620 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 11,511 365 0.01% 0.01% 1621 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 11,525 365 0.03% 0.03% 1622 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 11,448 363 0.0% 0.0% 1623 0 0.0% Q2 2026 Aug 11, 2026
SIMA Wealth Partners, LLC History No change 11,418 362 0.26% 0.26% 1624 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Wealth Management LLC History No change 11,392 361 0.11% 0.11% 1625 0 0.0% Q2 2026 Aug 11, 2026
JB Capital LLC History No change 11,367 360 0.01% 0.01% 1626 0 0.0% Q2 2026 Jul 29, 2026
PTM WEALTH MANAGEMENT, LLC History No change 10,808 359 0.16% 0.16% 1627 0 0.0% Q2 2026 Aug 06, 2026
Pacific Sage Partners, LLC History No change 11,320 358 0.05% 0.05% 1628 0 0.0% Q2 2026 Aug 06, 2026
Peak Retirement Planning, Inc. History No change 11,317 358 0.06% 0.06% 1629 0 0.0% Q2 2026 Aug 10, 2026
GatePass Capital, LLC History No change 11,317 358 0.14% 0.14% 1630 0 0.0% Q2 2026 Jul 30, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 10,985 357 0.04% 0.03% 1631 +261 2.43% Q3 2026 Oct 08, 2026
Wealth Management Associates, Inc. History No change 11,249 356 0.1% 0.1% 1632 0 0.0% Q2 2026 Jul 21, 2026
GoalVest Advisory LLC History No change 10,936 355 0.06% 0.06% 1633 0 0.0% Q3 2026 Oct 02, 2026
Legacy Advisory Services, LLC History No change 11,197 355 0.25% 0.25% 1634 0 0.0% Q2 2026 Jul 21, 2026
Heirloom Wealth Management History No change 11,181 354 0.05% 0.05% 1635 0 0.0% Q2 2026 Aug 03, 2026
Financial Synergies Wealth Advisors, Inc. History No change 11,168 354 0.03% 0.03% 1636 0 0.0% Q2 2026 Jul 17, 2026
Financial Advisors Network, Inc. History No change 11,139 353 0.04% 0.04% 1637 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 11,113 352 0.02% 0.02% 1638 0 0.0% Q2 2026 Jul 28, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 11,061 350 0.01% 0.01% 1639 0 0.0% Q2 2026 Aug 05, 2026
Global Trust Asset Management, LLC History No change 11,030 349 0.11% 0.11% 1640 0 0.0% Q2 2026 Aug 03, 2026
Rialto Wealth Management, LLC History No change 10,991 348 0.07% 0.07% 1641 0 0.0% Q2 2026 Aug 11, 2026
LOWERY THOMAS, LLC History No change 10,974 347 0.17% 0.17% 1642 0 0.0% Q2 2026 Jul 29, 2026
Atlas Wealth LLC History No change 10,956 347 0.05% 0.05% 1643 0 0.0% Q2 2026 Jul 28, 2026
Cherry Tree Wealth Management, LLC History No change 10,923 346 0.07% 0.07% 1644 0 0.0% Q2 2026 Sep 15, 2026
Roberts Wealth Advisors, LLC History No change 10,893 345 0.08% 0.08% 1645 0 0.0% Q2 2026 Jul 29, 2026
Noble Wealth Partners LLC History No change 10,881 345 0.3% 0.3% 1646 0 0.0% Q2 2026 Jul 24, 2026
Alteri Wealth LLC History No change 10,850 344 0.09% 0.09% 1647 0 0.0% Q2 2026 Jul 29, 2026
WILLIAM JOHN SEMPOLINSKI History No change 10,820 343 0.14% 0.14% 1648 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 10,805 342 0.01% 0.01% 1649 0 0.0% Q2 2026 Aug 10, 2026
Greenhouse Wealth Management, LLC History No change 10,800 342 0.24% 0.24% 1650 0 0.0% Q2 2026 Aug 06, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 10,800 342 0.09% 0.09% 1651 0 0.0% Q2 2026 Aug 10, 2026
apricus wealth, LLC History No change 10,799 342 0.16% 0.16% 1652 0 0.0% Q2 2026 Jul 22, 2026
Atlanta Consulting Group Advisors, LLC History No change 10,808 342 0.05% 0.05% 1653 0 0.0% Q2 2026 Aug 14, 2026
Leeward Financial Partners, LLC History No change 10,741 340 0.09% 0.09% 1654 0 0.0% Q2 2026 Aug 06, 2026
GEM Asset Management, LLC History No change 10,747 340 0.13% 0.13% 1655 0 0.0% Q2 2026 Jul 21, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 10,753 340 0.23% 0.23% 1656 0 0.0% Q2 2026 Jul 15, 2026
Heck Capital Advisors, LLC History No change 10,695 339 0.02% 0.02% 1657 0 0.0% Q2 2026 Jul 10, 2026
BANK OF NOVA SCOTIA History No change 10,670 338 0.0% 0.0% 1658 0 0.0% Q2 2026 Aug 12, 2026
Mason Investment Advisory Services, Inc. History No change 10,675 338 0.01% 0.01% 1659 0 0.0% Q2 2026 Aug 13, 2026
Innovative Wealth Building LLC History No change 10,678 338 0.2% 0.2% 1660 0 0.0% Q2 2026 Jul 23, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 10,602 336 0.08% 0.08% 1661 0 0.0% Q2 2026 Jul 28, 2026
IMG Wealth Management, Inc. History No change 10,623 336 0.19% 0.19% 1662 0 0.0% Q2 2026 Aug 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 10,545 334 0.1% 0.1% 1663 0 0.0% Q2 2026 Jul 29, 2026
Buck Wealth Strategies, LLC History No change 10,551 334 0.03% 0.03% 1664 0 0.0% Q2 2026 Jul 30, 2026
RTD Financial Advisors, Inc. History New 10,237 333 0.04% — 1667 +10,237 New Q3 2026 Oct 09, 2026
TRUST CO OF VERMONT History No change 10,521 333 0.01% 0.01% 1665 0 0.0% Q2 2026 Aug 07, 2026
LOM Asset Management Ltd History No change 10,529 333 0.09% 0.09% 1666 0 0.0% Q2 2026 Aug 04, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 10,500 332 0.03% 0.03% 1668 0 0.0% Q2 2026 Aug 10, 2026
WOLFF WIESE MAGANA LLC History No change 10,429 330 0.15% 0.15% 1669 0 0.0% Q2 2026 Jul 13, 2026
McElhenny Sheffield Capital Management, LLC History No change 10,425 330 0.08% 0.08% 1670 0 0.0% Q2 2026 Jul 22, 2026
Tiller Private Wealth, Inc. History No change 10,396 329 0.1% 0.1% 1671 0 0.0% Q2 2026 Jul 24, 2026
Collaborative Wealth Managment Inc. History No change 10,399 329 0.14% 0.14% 1672 0 0.0% Q2 2026 Aug 05, 2026
Conservest Capital Advisors, Inc. History No change 10,330 327 0.03% 0.03% 1673 0 0.0% Q2 2026 Jul 22, 2026
Nalls Sherbakoff Group, LLC History No change 10,317 327 0.23% 0.23% 1674 0 0.0% Q2 2026 Aug 17, 2026
Cascade Wealth Advisors, Inc History No change 9,660 327 0.13% 0.13% 1675 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 10,274 325 0.01% 0.01% 1676 0 0.0% Q2 2026 Aug 03, 2026
Valley Financial Group, Inc. History No change 10,224 324 0.16% 0.16% 1677 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 10,203 323 0.01% 0.01% 1678 0 0.0% Q2 2026 Jul 09, 2026
BridgePort Financial Solutions, LLC History No change 10,160 322 0.08% 0.08% 1679 0 0.0% Q2 2026 Jul 24, 2026
Centerpoint Advisory Group History No change 10,158 322 0.2% 0.2% 1680 0 0.0% Q2 2026 Jul 29, 2026
Synergy Asset Management, LLC History No change 10,127 321 0.03% 0.03% 1681 0 0.0% Q2 2026 Jul 22, 2026
Merited Wealth, LLC History No change 10,130 321 0.23% 0.23% 1682 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History No change 10,110 320 0.06% 0.06% 1683 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Advisors, Inc. History No change 10,065 319 0.23% 0.23% 1684 0 0.0% Q2 2026 Oct 07, 2026
Clarendon Private LLC History No change 10,039 318 0.2% 0.2% 1685 0 0.0% Q2 2026 Jul 22, 2026
Dorsey & Whitney Trust CO LLC History No change 10,000 317 0.02% 0.02% 1686 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 10,011 317 0.2% 0.2% 1687 0 0.0% Q2 2026 Jul 14, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 9,986 316 0.02% 0.02% 1688 0 0.0% Q2 2026 Aug 03, 2026
Heritage Trust Co History No change 9,916 314 0.03% 0.03% 1689 0 0.0% Q2 2026 Aug 06, 2026
MBL Wealth, LLC History No change 9,926 314 0.02% 0.02% 1690 0 0.0% Q2 2026 Jul 15, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 9,914 314 0.14% 0.14% 1691 0 0.0% Q2 2026 Jul 28, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 9,908 314 0.06% 0.06% 1692 0 0.0% Q2 2026 Jul 21, 2026
Empire Financial Management Company, LLC History No change 9,918 314 0.12% 0.12% 1693 0 0.0% Q2 2026 Aug 14, 2026
Lewis Asset Management, LLC History No change 9,905 314 0.11% 0.11% 1694 0 0.0% Q2 2026 Jul 21, 2026
Investmark Advisory Group LLC History No change 9,872 313 0.12% 0.12% 1695 0 0.0% Q2 2026 Aug 07, 2026
Boomfish Wealth Group, LLC History No change 9,898 313 0.14% 0.14% 1696 0 0.0% Q2 2026 Aug 04, 2026
WESTWOOD HOLDINGS GROUP INC History No change 9,857 312 0.0% 0.0% 1697 0 0.0% Q2 2026 Aug 14, 2026
Maple Capital Management, Inc. History No change 9,850 312 0.02% 0.02% 1698 0 0.0% Q2 2026 Aug 13, 2026
Trinity Legacy Partners, LLC History No change 9,450 312 0.06% 0.06% 1699 0 0.0% Q2 2026 Jul 24, 2026
North Capital, Inc. History No change 9,834 311 0.23% 0.23% 1700 0 0.0% Q2 2026 Jul 14, 2026
R. W. Roge & Company, Inc. History No change 9,785 310 0.13% 0.13% 1701 0 0.0% Q2 2026 Jul 31, 2026
Everest Private Wealth History No change 9,790 310 0.12% 0.12% 1702 0 0.0% Q2 2026 Aug 07, 2026
River Wealth Advisors LLC History No change 9,774 309 0.03% 0.03% 1703 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 9,746 309 0.04% 0.04% 1704 0 0.0% Q2 2026 Aug 05, 2026
MeadowBrook Investment Advisors LLC History No change 9,737 308 0.24% 0.24% 1705 0 0.0% Q2 2026 Jul 20, 2026
Symphony Financial, Ltd. Co. History No change 9,706 308 0.03% 0.03% 1706 0 0.0% Q2 2026 Aug 03, 2026
Piscataqua Savings Bank History No change 9,718 308 0.21% 0.21% 1707 0 0.0% Q2 2026 Jul 09, 2026
Burford Brothers, Inc. History No change 9,694 307 0.11% 0.11% 1708 0 0.0% Q2 2026 Jul 28, 2026
Western Reserve Capital Management, LLC History No change 9,696 307 0.23% 0.23% 1709 0 0.0% Q2 2026 Jul 21, 2026
ESL Trust Services, LLC History No change 9,667 306 0.05% 0.05% 1710 0 0.0% Q2 2026 Aug 13, 2026
Main Street Group, LTD History No change 9,664 306 0.07% 0.07% 1711 0 0.0% Q2 2026 Jul 13, 2026
Johnson Bixby & Associates, LLC History No change 9,642 305 0.03% 0.03% 1712 0 0.0% Q2 2026 Jul 16, 2026
Allegiance Financial Group Advisory Services LLC History No change 9,631 305 0.05% 0.05% 1713 0 0.0% Q2 2026 Jul 27, 2026
Fairfield Financial Advisors, LTD History No change 9,646 305 0.12% 0.12% 1714 0 0.0% Q2 2026 Aug 11, 2026
HARMONY ASSET MANAGEMENT LLC History No change 9,585 303 0.08% 0.08% 1715 0 0.0% Q2 2026 Jul 20, 2026
RPS ADVISORY SOLUTIONS LLC History No change 9,556 303 0.2% 0.2% 1716 0 0.0% Q2 2026 Aug 11, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 9,527 302 0.02% 0.02% 1717 0 0.0% Q2 2026 Aug 03, 2026
Oakworth Capital, Inc. History No change 9,482 300 0.01% 0.01% 1718 0 0.0% Q2 2026 Jul 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 9,437 299 0.0% 0.0% 1719 0 0.0% Q2 2026 Aug 14, 2026
Provident Wealth Management, LLC History No change 9,442 299 0.08% 0.08% 1720 0 0.0% Q2 2026 Aug 04, 2026
ATLas Financial Planning LLC History No change 9,441 299 0.24% 0.24% 1721 0 0.0% Q2 2026 Jul 22, 2026
Mallini Complete Financial Planning LLC History New 9,186 298 0.21% — 1723 +9,186 New Q3 2026 Oct 06, 2026
HCR Wealth Advisors History No change 9,407 298 0.03% 0.03% 1722 0 0.0% Q2 2026 Jul 13, 2026
Capital Planning LLC History Reduced 9,124 296 0.08% 0.22% 1724 -14,874 -61.98% Q3 2026 Oct 09, 2026
Caitlin John, LLC History No change 9,336 296 0.16% 0.16% 1725 0 0.0% Q2 2026 Aug 17, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 9,077 295 0.23% 0.22% 1726 0 0.0% Q3 2026 Oct 09, 2026
Trivium Point Advisory, LLC History No change 9,304 295 0.03% 0.03% 1727 0 0.0% Q2 2026 Aug 06, 2026
Impact Partnership Wealth, LLC History No change 9,283 294 0.03% 0.03% 1728 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO History No change 9,093 293 0.0% 0.0% 1729 0 0.0% Q2 2026 Jul 27, 2026
Welch Group, LLC History No change 9,258 293 0.01% 0.01% 1730 0 0.0% Q2 2026 Jul 23, 2026
Bellwether Advisors, LLC History No change 9,252 293 0.04% 0.04% 1731 0 0.0% Q2 2026 Aug 13, 2026
Bulwark Capital Corp History No change 9,204 291 0.16% 0.16% 1732 0 0.0% Q2 2026 Jul 06, 2026
KWMG, LLC History Added to 8,943 290 0.02% 0.02% 1734 +139 1.58% Q3 2026 Oct 07, 2026
BURNEY CO/ History No change 9,171 290 0.01% 0.01% 1733 0 0.0% Q2 2026 Jul 14, 2026
Alpha Financial Partners LLC History No change 9,172 290 0.15% 0.15% 1735 0 0.0% Q2 2026 Aug 11, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 9,173 290 0.19% 0.19% 1736 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 9,116 289 0.02% 0.02% 1737 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 9,104 288 0.01% 0.01% 1738 0 0.0% Q2 2026 Jul 21, 2026
Klingman & Associates, LLC History No change 9,074 287 0.01% 0.01% 1739 0 0.0% Q2 2026 Jul 29, 2026
WESPAC Advisors SoCal, LLC History No change 9,075 287 0.05% 0.05% 1740 0 0.0% Q2 2026 Jul 16, 2026
Gallagher Capital Advisors, LLC History Added to 8,802 286 0.15% 0.16% 1742 +60 0.69% Q3 2026 Oct 09, 2026
Crestwood Advisors Group, LLC History No change 9,033 286 0.0% 0.0% 1741 0 0.0% Q2 2026 Aug 03, 2026
Hunter Perkins Capital Management, LLC History No change 8,985 285 0.06% 0.06% 1743 0 0.0% Q2 2026 Jul 16, 2026
Quotient Wealth Partners, LLC History No change 9,013 285 0.01% 0.01% 1744 0 0.0% Q2 2026 Aug 03, 2026
TCFG Investment Advisors, LLC History No change 8,989 285 0.1% 0.1% 1745 0 0.0% Q2 2026 Jul 17, 2026
Wealth Alliance Advisory Group, LLC History No change 8,967 284 0.04% 0.04% 1746 0 0.0% Q2 2026 Jul 23, 2026
BDFS Capital LLC History No change 8,962 284 0.12% 0.12% 1747 0 0.0% Q2 2026 Jul 15, 2026
Faithward Advisors, LLC History No change 8,947 283 0.03% 0.03% 1748 0 0.0% Q2 2026 Aug 12, 2026
CPR Investments Inc. History No change 8,918 282 0.22% 0.22% 1749 0 0.0% Q2 2026 Jul 14, 2026
WEST PACES ADVISORS INC. History No change 8,903 282 0.05% 0.05% 1750 0 0.0% Q2 2026 Jul 17, 2026
Lansing Street Advisors History No change 8,871 281 0.06% 0.06% 1751 0 0.0% Q2 2026 Jul 24, 2026
Serenus Wealth Advisors, LLC History No change 8,883 281 0.05% 0.05% 1752 0 0.0% Q2 2026 Aug 05, 2026
Fortune Financial Group, Inc. History No change 8,863 281 0.22% 0.22% 1753 0 0.0% Q2 2026 Jul 24, 2026
Hamrick Investment Counsel, llc History No change 8,893 281 0.19% 0.19% 1754 0 0.0% Q2 2026 Aug 13, 2026
ROBERTS GLORE & CO INC /IL/ History No change 8,835 280 0.07% 0.07% 1755 0 0.0% Q2 2026 Aug 10, 2026
Landing Point Financial Group, LLC History No change 8,837 280 0.1% 0.1% 1756 0 0.0% Q2 2026 Aug 06, 2026
Daviman Financial, LLC History No change 8,832 280 0.15% 0.15% 1757 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Group LLC History No change 8,808 279 0.03% 0.03% 1758 0 0.0% Q2 2026 Aug 05, 2026
Palouse Capital Management, Inc. History No change 8,738 277 0.17% 0.17% 1759 0 0.0% Q2 2026 Jul 08, 2026
TCI Wealth Advisors, Inc. History No change 8,759 277 0.01% 0.01% 1760 0 0.0% Q2 2026 Jul 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 8,750 277 0.09% 0.09% 1761 0 0.0% Q2 2026 Jul 15, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 8,747 277 0.09% 0.09% 1762 0 0.0% Q2 2026 Jul 22, 2026
Santori & Peters, Inc. History No change 8,735 276 0.08% 0.08% 1763 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 8,733 276 0.03% 0.03% 1764 0 0.0% Q2 2026 Jul 10, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,680 275 0.01% 0.01% 1765 0 0.0% Q2 2026 Jul 31, 2026
TOWNSQUARE CAPITAL LLC History No change 8,680 275 0.05% 0.05% 1766 0 0.0% Q2 2026 Aug 14, 2026
Clientfirst Wealth Management, LLC History No change 8,700 275 0.23% 0.23% 1767 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 8,660 274 0.09% 0.09% 1768 0 0.0% Q2 2026 Aug 12, 2026
CarsonAllaria Wealth Management, Ltd. History No change 8,649 274 0.12% 0.12% 1769 0 0.0% Q2 2026 Jul 28, 2026
FSA Advisors, Inc. History No change 8,648 274 0.13% 0.13% 1770 0 0.0% Q2 2026 Aug 17, 2026
Portland Financial Advisors Inc History No change 8,612 273 0.5% 0.5% 1771 0 0.0% Q2 2026 Aug 10, 2026
L. Roy Papp & Associates, LLP History No change 8,595 272 0.03% 0.03% 1772 0 0.0% Q2 2026 Jul 23, 2026
International Private Wealth Advisors LLC History No change 8,590 272 0.14% 0.14% 1773 0 0.0% Q2 2026 Aug 07, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 8,597 272 0.14% 0.14% 1774 0 0.0% Q2 2026 Jul 20, 2026
Harfst & Associates, Inc. History No change 8,552 271 0.04% 0.04% 1775 0 0.0% Q2 2026 Jul 31, 2026
Proficio Capital Partners LLC History No change 8,577 271 0.01% 0.01% 1776 0 0.0% Q2 2026 Aug 14, 2026
Bright Futures Wealth Management, LLC. History No change 8,550 271 0.18% 0.18% 1777 0 0.0% Q2 2026 Jul 24, 2026
Argos Wealth Advisors, LLC History No change 8,535 270 0.07% 0.07% 1778 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 8,554 270 0.05% 0.05% 1779 0 0.0% Q2 2026 Aug 12, 2026
Birch Hill Investment Advisors LLC History No change 8,500 269 0.01% 0.01% 1780 0 0.0% Q2 2026 Jul 21, 2026
Trust Point Inc. History No change 8,494 269 0.02% 0.02% 1781 0 0.0% Q2 2026 Jul 08, 2026
Smart Money Group LLC History No change 8,487 269 0.07% 0.07% 1782 0 0.0% Q2 2026 Jul 29, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 8,454 268 0.03% 0.03% 1783 0 0.0% Q2 2026 Jul 29, 2026
Roble, Belko & Company, Inc History No change 8,458 268 0.03% 0.03% 1784 0 0.0% Q2 2026 Jul 24, 2026
Fortis Group Advisors, LLC History No change 8,474 268 0.04% 0.04% 1785 0 0.0% Q2 2026 Jul 24, 2026
DV Trading LLC History No change 8,400 266 0.01% 0.01% 1786 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 8,418 266 0.02% 0.02% 1787 0 0.0% Q2 2026 Aug 04, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 8,396 266 0.03% 0.03% 1788 0 0.0% Q2 2026 Jul 16, 2026
Broadleaf Partners, LLC History No change 8,377 265 0.05% 0.05% 1789 0 0.0% Q2 2026 Aug 13, 2026
Elm Partners Management LLC History No change 8,382 265 0.01% 0.01% 1790 0 0.0% Q2 2026 Oct 07, 2026
BlackDiamond Wealth Management, LLC History No change 7,774 265 0.11% 0.11% 1791 0 0.0% Q2 2026 Aug 11, 2026
Thompson David Blair History No change 8,374 265 0.13% 0.13% 1792 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 8,355 264 0.04% 0.04% 1793 0 0.0% Q2 2026 Aug 05, 2026
TBH Global Asset Management, LLC History No change 8,350 264 0.05% 0.05% 1794 0 0.0% Q2 2026 Aug 05, 2026
Bauman Advisory Group, LLC History No change 8,354 264 0.14% 0.14% 1795 0 0.0% Q2 2026 Aug 04, 2026
Geneva Partners, LLC History No change 8,311 263 0.07% 0.07% 1796 0 0.0% Q2 2026 Aug 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 8,296 263 0.01% 0.01% 1797 0 0.0% Q2 2026 Jul 13, 2026
Syntegra Private Wealth Group, LLC History No change 8,317 263 0.02% 0.02% 1798 0 0.0% Q2 2026 Jul 15, 2026
X-Square Capital, LLC History No change 8,267 262 0.07% 0.07% 1799 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC History No change 8,055 262 0.02% 0.02% 1800 0 0.0% Q3 2026 Oct 01, 2026
Ballast Financial Advisors LLC History No change 8,276 262 0.24% 0.24% 1801 0 0.0% Q2 2026 Aug 13, 2026
Sightline Wealth Advisors, LLC History No change 8,257 261 0.1% 0.1% 1802 0 0.0% Q2 2026 Jul 22, 2026
Carter Financial, LLC History No change 8,251 261 0.2% 0.2% 1803 0 0.0% Q2 2026 Aug 13, 2026
XXI WEALTH, LLC History No change 8,199 260 0.12% 0.12% 1804 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 8,177 259 0.02% 0.02% 1805 0 0.0% Q2 2026 Aug 04, 2026
Finer Wealth Management, Inc. History No change 8,195 259 0.12% 0.12% 1806 0 0.0% Q2 2026 Aug 03, 2026
Crews Bank & Trust History No change 8,155 258 0.03% 0.03% 1807 0 0.0% Q2 2026 Jul 16, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 8,122 257 0.02% 0.02% 1808 0 0.0% Q2 2026 Aug 06, 2026
YANKCOM Partnership History No change 8,130 257 0.09% 0.09% 1809 0 0.0% Q2 2026 Jul 21, 2026
Confluence Wealth Services, Inc. History No change 8,103 256 0.01% 0.01% 1810 0 0.0% Q2 2026 Jul 22, 2026
Westmount Partners, LLC History No change 8,084 256 0.06% 0.06% 1811 0 0.0% Q2 2026 Jul 07, 2026
HMV Wealth Advisors, LLC History No change 8,077 256 0.1% 0.1% 1812 0 0.0% Q2 2026 Jul 13, 2026
Castleview Partners, LLC History New 7,846 255 0.11% — 1815 +7,846 New Q3 2026 Oct 09, 2026
Well Done, LLC History No change 8,067 255 0.03% 0.03% 1813 0 0.0% Q2 2026 Jul 24, 2026
Blue Sky Capital Consultants Group, Inc. History No change 8,046 255 0.11% 0.11% 1814 0 0.0% Q2 2026 Aug 04, 2026
Wagner Wealth Management, LLC History No change 8,026 254 0.05% 0.05% 1816 0 0.0% Q2 2026 Jul 24, 2026
Falcon Wealth Planning History No change 8,035 254 0.02% 0.02% 1817 0 0.0% Q2 2026 Jul 13, 2026
Midwest Capital Advisors, LLC History No change 8,014 254 0.1% 0.1% 1818 0 0.0% Q2 2026 Jul 28, 2026
PGIM Custom Harvest LLC History No change 7,926 251 0.0% 0.0% 1819 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 7,937 251 0.15% 0.15% 1820 0 0.0% Q2 2026 Aug 05, 2026
CAPE ANN SAVINGS BANK History No change 7,910 250 0.12% 0.12% 1821 0 0.0% Q2 2026 Aug 04, 2026
New Hampshire Trust History No change 7,898 250 0.05% 0.05% 1822 0 0.0% Q2 2026 Jul 27, 2026
WealthCollab, LLC History No change 7,914 250 0.09% 0.09% 1823 0 0.0% Q2 2026 Aug 10, 2026
Osprey Private Wealth LLC History No change 7,893 250 0.06% 0.06% 1824 0 0.0% Q2 2026 Aug 03, 2026
ZEGA Investments, LLC History No change 7,903 250 0.03% 0.03% 1825 0 0.0% Q2 2026 Jul 31, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 7,631 249 0.1% 0.41% 1827 -24,223 -76.04% Q3 2026 Oct 06, 2026
BARCLAYS PLC History No change 7,868 249 0.0% 0.0% 1826 0 0.0% Q2 2026 Aug 14, 2026
Peak Financial Management, Inc. History No change 7,802 247 0.06% 0.06% 1828 0 0.0% Q2 2026 Jul 20, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 7,713 245 0.01% 0.01% 1829 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 7,992 245 0.04% 0.04% 1830 0 0.0% Q2 2026 Aug 03, 2026
Pacific Point Advisors, LLC History No change 7,755 245 0.11% 0.11% 1831 0 0.0% Q2 2026 Jul 24, 2026
GUERRA PAN ADVISORS, LLC History No change 7,707 244 0.14% 0.14% 1832 0 0.0% Q2 2026 Aug 12, 2026
Ellevest, Inc. History No change 7,424 243 0.03% 0.03% 1833 0 0.0% Q2 2026 Aug 10, 2026
Forefront Analytics, LLC History No change 7,676 243 0.26% 0.26% 1834 0 0.0% Q2 2026 Aug 12, 2026
BIRCH FINANCIAL GROUP, LLC History No change 7,678 243 0.12% 0.12% 1835 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Group, LLC History No change 7,659 242 0.09% 0.09% 1836 0 0.0% Q2 2026 Jul 08, 2026
Triangle Securities Wealth Management History No change 7,648 242 0.05% 0.05% 1837 0 0.0% Q2 2026 Jul 14, 2026
HARBOR ADVISORY CORP /MA/ History No change 7,626 241 0.06% 0.06% 1838 0 0.0% Q2 2026 Aug 13, 2026
Palisades Hudson Asset Management, L.P. History No change 7,599 241 0.08% 0.08% 1839 0 0.0% Q2 2026 Aug 07, 2026
Diligent Investors, LLC History No change 7,600 240 0.05% 0.05% 1840 0 0.0% Q2 2026 Jul 24, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 7,506 238 0.12% 0.12% 1841 0 0.0% Q2 2026 Jul 08, 2026
WNY Asset Management, LLC History No change 7,524 238 0.02% 0.02% 1842 0 0.0% Q2 2026 Aug 17, 2026
Copley Financial Group, Inc. History No change 7,522 238 0.14% 0.14% 1843 0 0.0% Q2 2026 Aug 11, 2026
MANCHESTER FINANCIAL INC History No change 7,475 237 0.04% 0.04% 1844 0 0.0% Q2 2026 Jul 17, 2026
Coppell Advisory Solutions LLC History No change 13,535 237 0.02% 0.02% 1845 0 0.0% Q2 2026 Aug 14, 2026
Canopy Partners, LLC History No change 7,486 237 0.07% 0.07% 1846 0 0.0% Q2 2026 Jul 22, 2026
NORDEN GROUP LLC History No change 7,482 237 0.02% 0.02% 1847 0 0.0% Q2 2026 Jul 29, 2026
PUREfi Wealth, LLC History No change 7,500 237 0.13% 0.13% 1848 0 0.0% Q2 2026 Jul 27, 2026
Prospera Capital Management, LLC History No change 7,382 237 0.07% 0.07% 1849 0 0.0% Q2 2026 Jul 27, 2026
Davis Wealth Advisors, LLC History No change 7,497 237 0.18% 0.18% 1850 0 0.0% Q2 2026 Aug 14, 2026
Approach Retirement Advisors, LLC History No change 7,500 237 0.17% 0.17% 1851 0 0.0% Q2 2026 Jul 15, 2026
MKD WEALTH COACHES, LLC History No change 7,261 236 0.2% 0.2% 1852 0 0.0% Q3 2026 Oct 08, 2026
Alternative Investment Advisors, LLC. History No change 7,472 236 0.09% 0.09% 1853 0 0.0% Q2 2026 Aug 31, 2026
Flavin Financial Services, Inc. History No change 7,466 236 0.13% 0.13% 1854 0 0.0% Q2 2026 Aug 13, 2026
Veratis Advisors, Inc. History No change 7,460 236 0.17% 0.17% 1855 0 0.0% Q2 2026 Aug 13, 2026
Williams & Novak Wealth Management, LLC History New 7,225 235 0.14% — 1858 +7,225 New Q3 2026 Oct 09, 2026
Synergy Financial Group, LTD History No change 7,433 235 0.17% 0.17% 1856 0 0.0% Q2 2026 Aug 04, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 7,433 235 0.05% 0.05% 1857 0 0.0% Q2 2026 Jul 17, 2026
Trilogy Capital Inc. History No change 7,387 234 0.01% 0.01% 1859 0 0.0% Q2 2026 Jul 02, 2026
EARNED WEALTH ADVISORS, LLC History No change 7,407 234 0.02% 0.02% 1860 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 7,359 233 0.02% 0.02% 1861 0 0.0% Q2 2026 Jul 30, 2026
Boulder Wealth Advisors, LLC History No change 7,327 232 0.08% 0.08% 1862 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Strategies, LLC History No change 7,118 231 0.02% 0.02% 1863 0 0.0% Q3 2026 Oct 09, 2026
Luminvest Wealth Management LLC History No change 7,263 230 0.05% 0.05% 1864 0 0.0% Q2 2026 Jul 29, 2026
PEOPLES BANK /OH History No change 7,253 229 0.12% 0.12% 1865 0 0.0% Q2 2026 Jul 27, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 7,194 228 0.06% 0.06% 1866 0 0.0% Q2 2026 Aug 07, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 7,212 228 0.02% 0.02% 1867 0 0.0% Q2 2026 Jul 31, 2026
Cornell Pochily Investment Advisors, Inc. History No change 7,200 228 0.06% 0.06% 1868 0 0.0% Q2 2026 Jul 15, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 7,191 228 0.14% 0.14% 1869 0 0.0% Q2 2026 Jul 29, 2026
Permanent Capital Management, LP History No change 7,212 228 0.03% 0.03% 1870 0 0.0% Q2 2026 Aug 12, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 7,161 227 0.01% 0.01% 1871 0 0.0% Q2 2026 Jul 15, 2026
Westside Investment Management, Inc. History No change 7,175 227 0.03% 0.03% 1872 0 0.0% Q2 2026 Jul 27, 2026
Bull Oak Capital, LLC History No change 7,173 227 0.08% 0.08% 1873 0 0.0% Q2 2026 Aug 10, 2026
Gibson Capital, LLC History No change 7,143 226 0.04% 0.04% 1874 0 0.0% Q2 2026 Aug 13, 2026
Carson Advisory Inc. History No change 7,133 226 0.1% 0.1% 1875 0 0.0% Q2 2026 Aug 11, 2026
Harbor Group, Inc. History No change 7,083 224 0.03% 0.03% 1876 0 0.0% Q2 2026 Jul 22, 2026
Portside Wealth Group, LLC History No change 7,070 224 0.03% 0.03% 1877 0 0.0% Q2 2026 Jul 14, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 7,046 223 0.05% 0.05% 1878 0 0.0% Q2 2026 Aug 03, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 6,640 223 0.17% 0.17% 1879 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,039 223 0.0% 0.0% 1880 0 0.0% Q2 2026 Aug 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 7,055 223 0.03% 0.03% 1881 0 0.0% Q2 2026 Jul 23, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 7,028 222 0.17% 0.17% 1882 0 0.0% Q2 2026 Jul 21, 2026
CHATHAM CAPITAL GROUP, INC. History No change 6,975 221 0.03% 0.03% 1883 0 0.0% Q2 2026 Jul 10, 2026
Ascension Capital Advisors, Inc. History No change 6,990 221 0.06% 0.06% 1884 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 6,985 221 0.02% 0.02% 1885 0 0.0% Q2 2026 Aug 11, 2026
Kestra Investment Management, LLC History No change 6,970 221 0.0% 0.0% 1886 0 0.0% Q2 2026 Aug 05, 2026
National Wealth Management Group, LLC History No change 6,979 221 0.07% 0.07% 1887 0 0.0% Q2 2026 Jul 14, 2026
Elevated Financial Group LLC History No change 6,989 221 0.06% 0.06% 1888 0 0.0% Q2 2026 Jul 22, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 6,950 220 0.08% 0.08% 1889 0 0.0% Q2 2026 Aug 06, 2026
Westhampton Capital, LLC History No change 6,960 220 0.09% 0.09% 1890 0 0.0% Q2 2026 Jul 14, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 6,843 220 0.07% 0.07% 1891 0 0.0% Q2 2026 Jul 10, 2026
OBSIDIAN CIO, LLC History No change 6,920 219 0.16% 0.16% 1892 0 0.0% Q2 2026 Aug 03, 2026
DEARBORN PARTNERS LLC History No change 7,108 218 0.01% 0.01% 1893 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 6,900 218 0.01% 0.01% 1894 0 0.0% Q2 2026 Jul 20, 2026
Members Trust Co History No change 6,891 218 0.01% 0.01% 1895 0 0.0% Q2 2026 Jul 31, 2026
TrustBank History No change 6,900 218 0.07% 0.07% 1896 0 0.0% Q2 2026 Jul 20, 2026
Ascent Advisors, LLC History No change 6,859 218 0.25% 0.25% 1897 0 0.0% Q2 2026 Aug 14, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 6,871 217 0.04% 0.04% 1898 0 0.0% Q2 2026 Aug 07, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 6,832 216 0.04% 0.04% 1899 0 0.0% Q2 2026 Aug 10, 2026
Busey Bank History No change 6,837 216 0.01% 0.01% 1900 0 0.0% Q2 2026 Aug 13, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 6,794 215 0.01% 0.01% 1901 0 0.0% Q2 2026 Jul 21, 2026
FWG Investments, LLC. History No change 6,802 215 0.11% 0.11% 1902 0 0.0% Q2 2026 Jul 28, 2026
Pine Harbor Wealth Management, LLC History No change 6,806 215 0.06% 0.06% 1903 0 0.0% Q2 2026 Aug 13, 2026
Rydar Equities, Inc. History No change 6,568 215 0.12% 0.12% 1904 0 0.0% Q2 2026 Jul 20, 2026
PMG Family Office LLC History No change 6,801 215 0.2% 0.2% 1905 0 0.0% Q2 2026 Jul 16, 2026
Vontobel Holding Ltd. History No change 6,750 214 0.0% 0.0% 1906 0 0.0% Q2 2026 Aug 03, 2026
Nilsine Partners, LLC History No change 6,750 214 0.01% 0.01% 1907 0 0.0% Q2 2026 Jul 24, 2026
Rockwood Wealth Management, LLC History No change 6,770 214 0.01% 0.01% 1908 0 0.0% Q2 2026 Jul 13, 2026
Weinberger Asset Management, Inc History No change 6,400 214 0.07% 0.07% 1909 0 0.0% Q2 2026 Aug 05, 2026
Summit Global Investments History No change 6,718 213 0.01% 0.01% 1910 0 0.0% Q2 2026 Aug 03, 2026
Estate Planners Group, LLC History No change 6,737 213 0.1% 0.1% 1911 0 0.0% Q2 2026 Aug 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 6,696 212 0.01% 0.01% 1912 0 0.0% Q2 2026 Jul 16, 2026
Briggs Wealth Management, Inc History No change 6,708 212 0.19% 0.19% 1913 0 0.0% Q2 2026 Aug 06, 2026
Carr Financial Group Corp History No change 6,661 211 0.05% 0.05% 1914 0 0.0% Q2 2026 Aug 06, 2026
Tactive Advisors, LLC History Added to 6,466 210 0.05% 0.05% 1917 +29 0.45% Q3 2026 Oct 08, 2026
Performance Wealth Partners, LLC History No change 6,640 210 0.01% 0.01% 1915 0 0.0% Q2 2026 Aug 07, 2026
Alpine Bank Wealth Management History No change 6,636 210 0.03% 0.03% 1916 0 0.0% Q2 2026 Aug 07, 2026
Mainstream Capital Management LLC History No change 6,649 210 0.13% 0.13% 1918 0 0.0% Q2 2026 Jul 15, 2026
Hobbs Group Advisors, LLC History No change 6,588 208 0.05% 0.05% 1919 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 6,550 207 0.01% 0.01% 1920 0 0.0% Q2 2026 Jul 29, 2026
MATRIX ASSET ADVISORS INC/NY History No change 6,533 207 0.02% 0.02% 1921 0 0.0% Q2 2026 Jul 15, 2026
Polymer Capital Management (HK) LTD History No change 6,500 206 0.01% 0.01% 1922 0 0.0% Q2 2026 Aug 12, 2026
Cannon Wealth Management Services, LLC History No change 6,499 206 0.11% 0.11% 1923 0 0.0% Q2 2026 Aug 11, 2026
FIRST FINANCIAL BANKSHARES INC History No change 6,496 205 0.0% 0.0% 1924 0 0.0% Q2 2026 Aug 11, 2026
Clear Harbor Asset Management, LLC History No change 6,493 205 0.01% 0.01% 1925 0 0.0% Q2 2026 Aug 12, 2026
Riverbend Wealth Management, LLC History No change 6,481 205 0.1% 0.1% 1926 0 0.0% Q2 2026 Jul 22, 2026
Berry Wealth Group, LP History No change 6,417 203 0.65% 0.65% 1927 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Group, LLC History No change 6,394 202 0.02% 0.02% 1928 0 0.0% Q2 2026 Aug 10, 2026
Purkiss Capital Advisors LLC History No change 6,391 202 0.08% 0.08% 1929 0 0.0% Q2 2026 Jul 30, 2026
Cogent Private Wealth, Inc. History No change 6,392 202 0.13% 0.13% 1930 0 0.0% Q2 2026 Aug 05, 2026
FSA Investment Group, LLC History New 6,178 200 0.06% — 1936 +6,178 New Q3 2026 Oct 07, 2026
Tortoise Investment Management, LLC History No change 6,338 200 0.01% 0.01% 1931 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 6,318 200 0.02% 0.02% 1932 0 0.0% Q2 2026 Jul 28, 2026
Valtinson Bruner Financial Planning LLC History No change 6,313 200 0.05% 0.05% 1933 0 0.0% Q2 2026 Aug 03, 2026
Wealth Advisors of Iowa, LLC History No change 6,322 200 0.05% 0.05% 1934 0 0.0% Q2 2026 Jul 30, 2026
Tailwinds Wealth, LLC History No change 6,309 200 0.12% 0.12% 1935 0 0.0% Q2 2026 Jul 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 6,200 196 0.44% 0.44% 1937 0 0.0% Q2 2026 Aug 13, 2026
United Community Bank History No change 6,189 196 0.06% 0.06% 1938 0 0.0% Q2 2026 Aug 13, 2026
VIMA LLC History No change 6,210 196 0.19% 0.19% 1939 0 0.0% Q2 2026 Jul 24, 2026
Innovative Asset Advisors Group, LLC History No change 6,204 196 0.09% 0.09% 1940 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 6,000 195 0.02% 0.02% 1941 0 0.0% Q3 2026 Oct 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,141 194 0.06% 0.06% 1942 0 0.0% Q2 2026 Jul 17, 2026
Dunhill Financial, LLC History No change 5,966 189 0.04% 0.04% 1943 0 0.0% Q2 2026 Aug 07, 2026
West Financial Advisors, LLC History No change 5,926 187 0.03% 0.03% 1944 0 0.0% Q2 2026 Jul 08, 2026
Bullock Wealth Management Group History Added to 5,684 185 0.08% 0.08% 1945 +28 0.5% Q3 2026 Oct 09, 2026
Kingdom Financial Group LLC. History No change 5,651 179 0.05% 0.05% 1946 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 5,418 172 0.03% 0.03% 1947 0 0.0% Q2 2026 Aug 05, 2026
Stone House Investment Management, LLC History No change 5,331 169 0.02% 0.02% 1948 0 0.0% Q2 2026 Aug 05, 2026
Accordant Advisory Group Inc History No change 5,350 169 0.11% 0.11% 1949 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 5,331 169 0.0% 0.0% 1950 0 0.0% Q2 2026 Aug 13, 2026
Rice Partnership, LLC History No change 5,160 163 0.02% 0.02% 1951 0 0.0% Q2 2026 Jul 29, 2026
CDKV HOLDINGS LLC History No change 5,100 161 0.13% 0.13% 1952 0 0.0% Q2 2026 Jul 30, 2026
Forum Finance Group S.A. History No change 6,289 161 0.06% 0.06% 1953 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 5,068 160 0.01% 0.01% 1954 0 0.0% Q2 2026 Jul 28, 2026
Westfuller Advisors, LLC History No change 4,877 154 0.06% 0.06% 1955 0 0.0% Q2 2026 Jul 29, 2026
WELLINGTON-ALTUS USA INC. History No change 4,900 150 0.11% 0.11% 1956 0 0.0% Q2 2026 Sep 17, 2026
BALLAST ADVISORS LLC History No change 4,677 148 0.04% 0.04% 1957 0 0.0% Q2 2026 Aug 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,623 146 0.05% 0.05% 1958 0 0.0% Q2 2026 Jul 08, 2026
Meramec Financial Planners, LLC History No change 4,379 146 0.05% 0.05% 1959 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,506 143 0.0% 0.0% 1960 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Wealth Management LLC History No change 4,500 142 0.07% 0.07% 1961 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 4,465 141 0.01% 0.01% 1962 0 0.0% Q2 2026 Aug 06, 2026
Indiana Trust & Investment Management Co History No change 4,386 139 0.04% 0.04% 1963 0 0.0% Q2 2026 Jul 22, 2026
MCDONALD PARTNERS LLC History No change 4,300 136 0.03% 0.03% 1964 0 0.0% Q2 2026 Jul 28, 2026
IAG Wealth Partners, LLC History No change 4,308 136 0.01% 0.01% 1965 0 0.0% Q2 2026 Aug 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 4,250 134 0.01% 0.01% 1966 0 0.0% Q2 2026 Jul 22, 2026
FRANKLIN RESOURCES INC History No change 4,186 132 0.0% 0.0% 1967 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 4,170 132 0.0% 0.0% 1968 0 0.0% Q2 2026 Jul 08, 2026
SouthState Bank Corp History No change 3,984 126 0.01% 0.01% 1969 0 0.0% Q2 2026 Aug 06, 2026
Ameliora Wealth Management Ltd. History No change 4,000 126 0.04% 0.04% 1970 0 0.0% Q2 2026 Jul 24, 2026
GRANVILLE CAPITAL, INC. History No change 3,942 125 0.06% 0.06% 1971 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 3,834 121 0.07% 0.07% 1972 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 3,804 120 0.01% 0.01% 1973 0 0.0% Q2 2026 Aug 11, 2026
Grey Ledge Advisors, LLC History No change 3,778 119 0.02% 0.02% 1974 0 0.0% Q2 2026 Jul 27, 2026
Prestige Wealth Management Group LLC History No change 3,732 118 0.02% 0.02% 1975 0 0.0% Q2 2026 Aug 14, 2026
Navigoe, LLC History No change 3,663 116 0.06% 0.06% 1976 0 0.0% Q2 2026 Jul 31, 2026
Investment Research & Advisory Group, Inc. History No change 3,561 112 0.03% 0.03% 1977 0 0.0% Q2 2026 Jul 23, 2026
Byrne Asset Management LLC History Added to 3,313 108 0.06% 0.01% 1978 +2,507 311.04% Q3 2026 Oct 06, 2026
SJS Investment Consulting Inc. History No change 3,390 107 0.01% 0.01% 1979 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,399 107 0.01% 0.01% 1980 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 3,342 105 0.08% 0.08% 1981 0 0.0% Q2 2026 Jul 30, 2026
Timbuktu Capital Management, LLC History No change 3,219 102 0.15% 0.15% 1982 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone National Bank & Trust Co History No change 3,184 101 0.03% 0.03% 1983 0 0.0% Q2 2026 Jul 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,165 100 0.02% 0.02% 1984 0 0.0% Q2 2026 Aug 27, 2026
Wilmington Savings Fund Society, FSB History No change 3,083 97 0.0% 0.0% 1985 0 0.0% Q2 2026 Jul 28, 2026
Financial Life Planners History No change 3,082 97 0.06% 0.06% 1986 0 0.0% Q2 2026 Jul 21, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 3,000 95 0.01% 0.01% 1987 0 0.0% Q2 2026 Jul 13, 2026
Arlington Trust Co LLC History No change 3,000 95 0.01% 0.01% 1988 0 0.0% Q2 2026 Jul 07, 2026
Twin Lakes Capital Management, LLC History No change 2,948 93 0.04% 0.04% 1989 0 0.0% Q2 2026 Aug 17, 2026
DEUTSCHE BANK AG\ History No change 2,925 92 0.0% 0.0% 1990 0 0.0% Q2 2026 Aug 07, 2026
Weaver Capital Management LLC History No change 3,030 92 0.02% 0.02% 1991 0 0.0% Q2 2026 Jul 30, 2026
EPG Wealth Management LLC History No change 2,813 89 0.02% 0.02% 1992 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 2,833 89 0.01% 0.01% 1993 0 0.0% Q2 2026 Aug 14, 2026
UNION SAVINGS BANK History No change 2,824 89 0.04% 0.04% 1994 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 2,735 86 0.02% 0.02% 1995 0 0.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History No change 2,709 85 0.03% 0.03% 1996 0 0.0% Q2 2026 Jul 15, 2026
Signature Resources Capital Management, LLC History No change 2,647 83 0.03% 0.03% 1997 0 0.0% Q2 2026 Jul 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,604 82 0.0% 0.0% 1998 0 0.0% Q2 2026 Jul 21, 2026
Center for Financial Planning, Inc. History No change 2,598 82 0.01% 0.01% 1999 0 0.0% Q2 2026 Jul 21, 2026
Brooklyn FI, LLC History No change 2,499 82 0.01% 0.01% 2000 0 0.0% Q2 2026 Aug 04, 2026