SCHWAB STRATEGIC TRUST - SCHM

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
Financial Engines Advisors L.L.C. History No change 51,767,947 1,908,684 3.39% 3.39% 1 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 29,016,208 1,069,827 0.63% 0.63% 2 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 12,568,632 463,405 0.25% 0.25% 3 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 11,767,147 433,854 3.21% 3.21% 4 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,349,241 266,237 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 6,983,767 257,493 6.32% 6.32% 6 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 6,149,219 226,721 0.22% 0.22% 7 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 5,729,822 198,473 0.24% 0.24% 8 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Management, LLC History No change 4,286,476 158,042 8.27% 8.27% 9 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,315,880 118,741 0.2% 0.2% 10 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 3,231,643 114,589 0.34% 0.34% 11 0 0.0% Q2 2026 Aug 10, 2026
JMG Financial Group, Ltd. History No change 3,074,425 113,354 2.74% 2.74% 12 0 0.0% Q2 2026 Jul 31, 2026
Fragasso Financial Advisors Inc History No change 2,867,994 105,742 5.62% 5.62% 13 0 0.0% Q2 2026 Jul 09, 2026
Mariner, LLC History No change 2,627,084 96,860 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,285,436 84,264 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,017,782 74,395 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,859,876 68,573 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,830,982 67,508 0.65% 0.65% 18 0 0.0% Q2 2026 Aug 05, 2026
Advocacy Wealth Management, LLC History No change 1,715,392 63,246 2.3% 2.3% 19 0 0.0% Q2 2026 Jul 29, 2026
Waverly Advisors, LLC History No change 1,699,550 62,662 0.36% 0.36% 20 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,649,131 60,803 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,636,994 60,355 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,553,972 57,156 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 23, 2026
93 Financial Group, LLC History No change 1,499,269 55,278 21.82% 21.82% 24 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 1,484,018 54,715 0.25% 0.25% 25 0 0.0% Q2 2026 Aug 18, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,421,766 52,420 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,418,775 52,310 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,266,454 46,689 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Summit Asset Management, LLC History No change 1,259,073 46,422 5.95% 5.95% 29 0 0.0% Q2 2026 Aug 06, 2026
Financial Solutions Advisory Group, Inc. History No change 1,275,655 45,693 5.78% 5.78% 30 0 0.0% Q2 2026 Jul 13, 2026
Dynamic Advisor Solutions LLC History No change 1,198,872 44,202 1.25% 1.25% 31 0 0.0% Q2 2026 Jul 07, 2026
BLB&B Advisors, LLC History No change 1,196,515 44,115 1.61% 1.61% 32 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial Strategies, Inc. History No change 1,131,341 41,712 2.93% 2.93% 33 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 1,131,309 41,711 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 12, 2026
Mokosak Advisory Group, LLC History No change 1,129,814 41,656 9.02% 9.02% 35 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 1,096,057 38,559 0.77% 0.77% 36 0 0.0% Q2 2026 Jul 29, 2026
SAGE FINANCIAL GROUP INC History No change 1,005,202 37,061 2.05% 2.05% 37 0 0.0% Q2 2026 Jul 21, 2026
BANK OF AMERICA CORP /DE/ History No change 965,564 35,600 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 916,640 33,796 5.77% 5.77% 39 0 0.0% Q2 2026 Jul 23, 2026
BlackRock, Inc. History No change 887,355 32,716 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 873,101 32,191 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 19, 2026
CHOREO, LLC History No change 871,833 32,144 0.35% 0.35% 42 0 0.0% Q2 2026 Aug 04, 2026
Gemmer Asset Management LLC History No change 863,655 31,842 2.14% 2.14% 43 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 841,424 31,023 0.07% 0.07% 44 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 815,376 30,062 0.22% 0.22% 45 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 775,129 28,579 0.52% 0.52% 46 0 0.0% Q2 2026 Jul 20, 2026
Koshinski Asset Management, Inc. History No change 769,563 28,373 1.51% 1.51% 47 0 0.0% Q2 2026 Jul 27, 2026
Seneca Financial Advisors LLC History No change 767,806 28,309 7.35% 7.35% 48 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 766,354 28,258 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Navigators CORP History No change 730,881 26,947 10.09% 10.09% 50 0 0.0% Q2 2026 Jul 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 730,699 26,940 1.06% 1.06% 51 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 686,859 25,324 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 27, 2026
Compass Advisory Group LLC History No change 685,027 25,256 6.0% 6.0% 53 0 0.0% Q2 2026 Aug 11, 2026
RKL Wealth Management LLC History No change 683,405 25,197 2.01% 2.01% 54 0 0.0% Q2 2026 Aug 10, 2026
Curi Capital, LLC History No change 683,104 25,186 0.39% 0.39% 55 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 675,122 24,891 0.32% 0.32% 56 0 0.0% Q2 2026 Aug 05, 2026
Essex LLC History No change 673,370 24,827 3.77% 3.77% 57 0 0.0% Q2 2026 Jul 24, 2026
Lutz Financial Services LLC History No change 672,364 24,790 1.51% 1.51% 58 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 667,905 24,625 4.41% 4.41% 59 0 0.0% Q2 2026 Aug 04, 2026
Modera Wealth Management, LLC History No change 666,792 24,584 0.26% 0.26% 60 0 0.0% Q2 2026 Aug 03, 2026
FAS Wealth Partners, Inc. History No change 666,751 24,583 1.28% 1.28% 61 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 642,681 23,695 0.59% 0.59% 62 0 0.0% Q2 2026 Jul 14, 2026
MAI Capital Management History No change 612,338 22,576 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 568,557 20,962 0.18% 0.18% 64 0 0.0% Q2 2026 Aug 06, 2026
Plante Moran Financial Advisors, LLC History No change 565,591 20,853 0.97% 0.97% 65 0 0.0% Q2 2026 Aug 06, 2026
Triangle Securities Wealth Management History No change 530,443 19,557 3.88% 3.88% 66 0 0.0% Q2 2026 Jul 14, 2026
GOLDMAN SACHS GROUP INC History No change 529,633 19,527 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Curbstone Financial Management Corp History No change 518,787 19,127 3.26% 3.26% 68 0 0.0% Q2 2026 Jul 14, 2026
Denver PWM, LLC History No change 512,689 18,815 6.15% 6.15% 69 0 0.0% Q2 2026 Aug 17, 2026
Fortis Capital Management LLC History No change 501,416 18,487 2.07% 2.07% 70 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 498,057 18,363 2.69% 2.69% 71 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 494,924 18,247 1.58% 1.58% 72 0 0.0% Q2 2026 Jul 27, 2026
Sherwood Financial Partners, LLC History No change 493,878 18,209 14.66% 14.66% 73 0 0.0% Q2 2026 Aug 12, 2026
PITTENGER & ANDERSON INC History No change 487,343 17,968 0.64% 0.64% 74 0 0.0% Q2 2026 Jul 27, 2026
Womack Financial LLC History No change 486,443 17,935 11.86% 11.86% 75 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 486,421 17,934 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 518,625 17,643 0.12% 0.13% 77 +49,821 10.63% Q3 2026 Oct 08, 2026
Harbor Group, Inc. History No change 478,114 17,628 2.07% 2.07% 78 0 0.0% Q2 2026 Jul 22, 2026
HHM Wealth Advisors, LLC History No change 472,953 17,437 1.75% 1.75% 79 0 0.0% Q2 2026 Jul 13, 2026
Spinnaker Investment Group, LLC History No change 472,438 17,418 2.79% 2.79% 80 0 0.0% Q2 2026 Jul 10, 2026
IMA Advisory Services, Inc. History No change 471,971 17,401 1.09% 1.09% 81 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History No change 465,129 17,149 0.53% 0.53% 82 0 0.0% Q2 2026 Jul 09, 2026
Clearwater Capital Advisors, LLC History No change 464,741 17,134 1.26% 1.26% 83 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 464,605 17,130 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 460,100 16,963 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
Trinity Legacy Partners, LLC History No change 481,343 16,938 3.38% 3.38% 86 0 0.0% Q2 2026 Jul 24, 2026
Kestra Advisory Services, LLC History No change 456,059 16,814 0.05% 0.05% 87 0 0.0% Q2 2026 Jul 28, 2026
Courage Miller Partners, LLC History No change 455,266 16,785 4.43% 4.43% 88 0 0.0% Q2 2026 Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP History No change 451,823 16,658 1.57% 1.57% 89 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 446,605 16,466 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 13, 2026
Pacific Sage Partners, LLC History No change 439,926 16,220 2.3% 2.3% 91 0 0.0% Q2 2026 Aug 06, 2026
White & Co Financial Planning Inc History No change 439,692 16,211 10.04% 10.04% 92 0 0.0% Q2 2026 Jul 15, 2026
Bangor Savings Bank History Reduced 472,836 16,085 1.22% 1.46% 93 -64,178 -11.95% Q3 2026 Oct 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 433,827 15,995 0.91% 0.91% 94 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 433,379 15,978 0.15% 0.15% 95 0 0.0% Q2 2026 Jul 24, 2026
Clear Creek Financial Management, LLC History No change 431,877 15,923 1.02% 1.02% 96 0 0.0% Q2 2026 Jul 27, 2026
Cannon Capital Management, Inc. History No change 425,771 15,698 13.33% 13.33% 97 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 415,997 15,163 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 405,444 14,948 5.73% 5.73% 99 0 0.0% Q2 2026 Jul 20, 2026
MML INVESTORS SERVICES, LLC History No change 399,513 14,730 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 07, 2026
St. Johns Investment Management Company, LLC History No change 396,599 14,622 5.53% 5.53% 101 0 0.0% Q2 2026 Aug 03, 2026
Peak Financial Management, Inc. History No change 393,869 14,521 3.33% 3.33% 102 0 0.0% Q2 2026 Jul 20, 2026
St. Louis Trust Co History No change 122,547 14,320 1.64% 1.64% 103 0 0.0% Q2 2026 Jul 30, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 386,953 14,266 0.56% 0.56% 104 0 0.0% Q2 2026 Aug 18, 2026
Avior Wealth Management, LLC History No change 381,998 14,084 0.37% 0.37% 105 0 0.0% Q2 2026 Jul 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 393,352 13,975 0.26% 0.26% 106 0 0.0% Q2 2026 Jul 27, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 392,236 13,877 12.21% 12.21% 107 0 0.0% Q2 2026 Jul 16, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 376,253 13,872 1.71% 1.71% 108 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 372,500 13,734 0.08% 0.08% 109 0 0.0% Q2 2026 Jul 29, 2026
Brand Asset Management Group, Inc. History No change 371,674 13,703 3.03% 3.03% 110 0 0.0% Q2 2026 Aug 12, 2026
VALLEY NATIONAL ADVISERS INC History No change 365,440 13,473 1.5% 1.5% 111 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Management Group History No change 364,410 13,435 2.62% 2.62% 112 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 364,410 13,435 1.87% 1.87% 113 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 363,212 13,391 0.07% 0.07% 114 0 0.0% Q2 2026 Jul 13, 2026
Ausdal Financial Partners, Inc. History No change 356,977 13,161 0.51% 0.51% 115 0 0.0% Q2 2026 Aug 14, 2026
LINCOLN CAPITAL CORP History No change 349,323 12,879 4.18% 4.18% 116 0 0.0% Q2 2026 Jul 16, 2026
Family Legacy Financial Solutions, LLC History Added to 378,054 12,861 7.45% 8.18% 117 +14,060 3.86% Q3 2026 Oct 07, 2026
Simplicity Wealth,LLC History No change 348,047 12,832 0.43% 0.43% 118 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 347,443 12,810 0.12% 0.12% 119 0 0.0% Q2 2026 Aug 06, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 347,032 12,795 2.98% 2.98% 120 0 0.0% Q2 2026 Aug 14, 2026
Christensen, King & Associates Investment Services, Inc. History No change 345,912 12,753 5.07% 5.07% 121 0 0.0% Q2 2026 Jul 14, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 344,437 12,699 1.88% 1.88% 122 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 343,010 12,646 0.59% 0.59% 123 0 0.0% Q2 2026 Aug 04, 2026
LexAurum Advisors, LLC History No change 342,974 12,645 1.46% 1.46% 124 0 0.0% Q2 2026 Jul 15, 2026
Omega Financial Group, LLC History No change 341,565 12,593 3.83% 3.83% 125 0 0.0% Q2 2026 Jul 21, 2026
Missouri Trust & Investment Co History No change 356,528 12,371 3.36% 3.36% 126 0 0.0% Q2 2026 Aug 13, 2026
Nadler Financial Group, Inc. History No change 333,864 12,309 1.04% 1.04% 127 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 332,273 12,250 2.65% 2.65% 128 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 332,075 12,243 0.45% 0.45% 129 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 331,564 12,224 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 28, 2026
Black Diamond Financial, LLC History No change 323,221 11,917 1.05% 1.05% 131 0 0.0% Q2 2026 Aug 04, 2026
Sightline Wealth Advisors, LLC History No change 322,842 11,903 4.35% 4.35% 132 0 0.0% Q2 2026 Jul 22, 2026
ProVise Management Group, LLC History No change 321,065 11,837 0.79% 0.79% 133 0 0.0% Q2 2026 Aug 03, 2026
Odyssey Group, LLC History No change 317,388 11,702 3.17% 3.17% 134 0 0.0% Q2 2026 Aug 14, 2026
Lee Financial Co History No change 317,055 11,689 1.49% 1.49% 135 0 0.0% Q2 2026 Jul 22, 2026
HBK Sorce Advisory LLC History No change 322,825 11,589 0.22% 0.22% 136 0 0.0% Q2 2026 Aug 06, 2026
Bernard Wealth Management Corp. History No change 312,545 11,523 4.25% 4.25% 137 0 0.0% Q2 2026 Aug 21, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 312,299 11,514 4.67% 4.67% 138 0 0.0% Q2 2026 Jul 14, 2026
Larson Financial Group LLC History No change 310,019 11,430 0.3% 0.3% 139 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 309,216 11,400 0.73% 0.73% 140 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 308,478 11,374 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 306,181 11,288 0.01% 0.01% 142 0 0.0% Q2 2026 Jul 29, 2026
Gradient Capital Advisors, LLC History No change 300,477 11,078 2.57% 2.57% 143 0 0.0% Q2 2026 Jul 13, 2026
Tiller Private Wealth, Inc. History No change 297,198 10,957 3.43% 3.43% 144 0 0.0% Q2 2026 Jul 24, 2026
Range Advisory, LLC History No change 293,784 10,831 1.29% 1.29% 145 0 0.0% Q2 2026 Sep 02, 2026
Allworth Financial LP History No change 292,552 10,786 0.05% 0.05% 146 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 289,077 10,658 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 285,914 10,541 2.71% 2.71% 148 0 0.0% Q2 2026 Aug 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 280,538 10,343 0.6% 0.6% 149 0 0.0% Q2 2026 Jul 15, 2026
Monetary Solutions, Ltd History No change 278,509 10,268 8.84% 8.84% 150 0 0.0% Q2 2026 Jul 23, 2026
American Money Management, LLC History No change 271,764 10,019 1.43% 1.43% 151 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 259,931 9,583 0.94% 0.94% 152 0 0.0% Q2 2026 Jul 13, 2026
Baird Financial Group, Inc. History No change 253,570 9,349 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 12, 2026
White Pine Investment CO History No change 250,309 9,229 1.97% 1.97% 154 0 0.0% Q2 2026 Jul 20, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 271,236 9,227 4.99% 5.41% 155 -753 -0.28% Q3 2026 Oct 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 248,565 9,164 0.2% 0.2% 156 0 0.0% Q2 2026 Jul 17, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 247,603 9,129 3.68% 3.68% 157 0 0.0% Q2 2026 Aug 06, 2026
Trust Point Inc. History No change 247,145 9,112 0.77% 0.77% 158 0 0.0% Q2 2026 Jul 08, 2026
CATHY PARETO & ASSOCIATES, INC History No change 245,233 9,041 5.3% 5.3% 159 0 0.0% Q2 2026 Jul 15, 2026
Scarborough Advisors, LLC History No change 250,343 9,017 1.04% 1.04% 160 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Management, LLC History No change 244,499 9,014 0.28% 0.28% 161 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 243,170 8,965 0.09% 0.09% 162 0 0.0% Q2 2026 Jul 15, 2026
GILL CAPITAL PARTNERS, LLC History No change 242,964 8,958 2.37% 2.37% 163 0 0.0% Q2 2026 Aug 20, 2026
James J. Burns & Company, LLC History No change 242,813 8,952 0.97% 0.97% 164 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 240,968 8,883 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 240,307 8,860 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 239,038 8,813 0.04% 0.04% 167 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO History No change 236,360 8,530 0.08% 0.08% 168 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Partners, LLC History No change 230,886 8,512 1.03% 1.03% 169 0 0.0% Q2 2026 Aug 12, 2026
Broadleaf Partners, LLC History No change 226,927 8,366 1.62% 1.62% 170 0 0.0% Q2 2026 Aug 13, 2026
McCarthy Asset Management, Inc. History No change 219,273 8,084 3.83% 3.83% 171 0 0.0% Q2 2026 Aug 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 216,525 7,983 0.54% 0.54% 172 0 0.0% Q2 2026 Jul 24, 2026
Visionary Wealth Advisors History No change 209,937 7,740 0.31% 0.31% 173 0 0.0% Q2 2026 Aug 13, 2026
DHJJ Financial Advisors, Ltd. History No change 208,299 7,679 2.21% 2.21% 174 0 0.0% Q2 2026 Jul 24, 2026
Jacobi Capital Management LLC History No change 208,010 7,669 0.38% 0.38% 175 0 0.0% Q2 2026 Jul 31, 2026
NATIXIS ADVISORS, LLC History No change 207,494 7,650 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 204,286 7,532 0.57% 0.57% 177 0 0.0% Q2 2026 Sep 15, 2026
Merit Financial Group, LLC History No change 203,096 7,488 0.05% 0.05% 178 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 217,566 7,401 0.79% 0.91% 179 -4,235 -1.91% Q3 2026 Oct 07, 2026
Financial Synergies Wealth Advisors, Inc. History No change 199,216 7,345 0.62% 0.62% 180 0 0.0% Q2 2026 Jul 17, 2026
OxenFree Capital LLC History Added to 208,478 7,271 3.14% 3.19% 181 +12,727 6.5% Q3 2026 Oct 07, 2026
Peterson Wealth Advisors, LLC History Reduced 213,466 7,262 0.84% 0.94% 182 -2,772 -1.28% Q3 2026 Oct 08, 2026
Kohmann Bosshard Financial Services, LLC History No change 196,201 7,233 0.61% 0.61% 183 0 0.0% Q2 2026 Jul 14, 2026
AdvisorNet Financial, Inc History No change 195,674 7,214 0.33% 0.33% 184 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 194,841 7,183 1.92% 1.92% 185 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Financial Services LLC History No change 192,278 7,089 0.34% 0.34% 186 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 191,530 7,061 0.15% 0.15% 187 0 0.0% Q2 2026 Aug 12, 2026
Newton One Investments LLC History No change 190,390 7,019 1.77% 1.77% 188 0 0.0% Q2 2026 Jul 22, 2026
RESTON WEALTH MANAGEMENT LLC History No change 189,848 6,999 1.89% 1.89% 189 0 0.0% Q2 2026 Jul 23, 2026
Gleason Group, Inc. History No change 186,311 6,869 0.6% 0.6% 190 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Advisors, LLC History No change 186,296 6,868 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 185,468 6,838 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
MONEYWISE, INC. History No change 184,056 6,786 2.53% 2.53% 193 0 0.0% Q2 2026 Jul 21, 2026
Pure Financial Advisors, LLC History No change 181,950 6,708 0.09% 0.09% 194 0 0.0% Q2 2026 Aug 14, 2026
Powers Advisory Group, LLC History No change 181,741 6,700 2.1% 2.1% 195 0 0.0% Q2 2026 Jul 31, 2026
Madden Advisory Services, Inc. History No change 181,685 6,698 2.4% 2.4% 196 0 0.0% Q2 2026 Aug 04, 2026
Creekside Partners History No change 180,813 6,666 2.41% 2.41% 197 0 0.0% Q2 2026 Jul 30, 2026
STEVENS CAPITAL PARTNERS History No change 180,479 6,654 1.27% 1.27% 198 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 179,442 6,616 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 07, 2026
Destination Wealth Management History No change 176,884 6,521 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 14, 2026
Mengis Capital Management, Inc. History No change 174,436 6,431 0.98% 0.98% 201 0 0.0% Q2 2026 Jul 28, 2026
Enclave Advisors LLC History No change 167,608 6,179 0.78% 0.78% 202 0 0.0% Q2 2026 Jul 14, 2026
TMB Capital Partners, LLC History No change 166,131 6,125 1.91% 1.91% 203 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 159,804 5,891 2.65% 2.65% 204 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Reduced 170,694 5,807 0.16% 0.18% 205 -2,019 -1.17% Q3 2026 Oct 02, 2026
Diversify Advisory Services, LLC History No change 165,405 5,784 0.1% 0.1% 206 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 165,405 5,784 0.1% 0.1% 207 0 0.0% Q2 2026 Jul 29, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 153,178 5,647 6.09% 6.09% 208 0 0.0% Q2 2026 Aug 13, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 152,811 5,634 2.79% 2.79% 209 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History No change 151,201 5,574 0.21% 0.21% 210 0 0.0% Q2 2026 Jul 28, 2026
Newman Dignan & Sheerar, Inc. History No change 149,532 5,513 1.05% 1.05% 211 0 0.0% Q2 2026 Jul 14, 2026
Game Plan Financial Advisors, LLC History No change 149,200 5,501 2.04% 2.04% 212 0 0.0% Q2 2026 Aug 07, 2026
MFA WEALTH ADVISORS, LLC History New 159,092 5,412 0.92% — 213 +159,092 New Q3 2026 Oct 07, 2026
BIRCHBROOK, INC. History No change 145,601 5,368 2.52% 2.52% 214 0 0.0% Q2 2026 Jul 08, 2026
Columbus Macro, LLC History No change 144,728 5,336 0.52% 0.52% 215 0 0.0% Q2 2026 Jul 22, 2026
Family Investment Center, Inc. History No change 144,342 5,321 0.88% 0.88% 216 0 0.0% Q2 2026 Jul 23, 2026
Capital Planning LLC History Reduced 155,877 5,302 1.41% 1.71% 217 -3,558 -2.23% Q3 2026 Oct 09, 2026
Selby Wealth Management, LLC History No change 142,683 5,260 1.86% 1.86% 218 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 142,630 5,258 0.21% 0.21% 219 0 0.0% Q2 2026 Jul 27, 2026
Schaeffer Financial LLC History No change 142,468 5,252 4.06% 4.06% 220 0 0.0% Q2 2026 Aug 03, 2026
Alpha Omega Wealth Management LLC History No change 139,747 5,152 0.78% 0.78% 221 0 0.0% Q2 2026 Jul 20, 2026
Independent Solutions Wealth Management, LLC History No change 139,483 5,142 0.67% 0.67% 222 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 137,619 5,074 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 15, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 136,608 5,037 0.89% 0.89% 224 0 0.0% Q2 2026 Aug 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 136,573 5,035 0.63% 0.63% 225 0 0.0% Q2 2026 Aug 05, 2026
Code Waechter LLC History No change 135,742 5,004 2.59% 2.59% 226 0 0.0% Q2 2026 Jul 31, 2026
Modern Wealth Management, LLC History No change 135,172 4,983 0.06% 0.06% 227 0 0.0% Q2 2026 Aug 13, 2026
Sage Financial Management Group, Inc. History No change 134,951 4,975 1.37% 1.37% 228 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 133,825 4,934 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 07, 2026
BALANCED WEALTH GROUP LLC History No change 133,848 4,934 1.56% 1.56% 230 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 133,472 4,921 0.52% 0.52% 231 0 0.0% Q2 2026 Jul 29, 2026
Roundview Capital LLC History No change 132,051 4,868 0.27% 0.27% 232 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History No change 131,918 4,863 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 22, 2026
Arcataur Capital Management LLC History No change 131,888 4,862 1.2% 1.2% 234 0 0.0% Q2 2026 Jul 23, 2026
STIFEL FINANCIAL CORP History No change 131,356 4,843 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
Beacon Bridge Wealth Partners, LLC History No change 131,105 4,833 1.38% 1.38% 236 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 130,818 4,823 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 04, 2026
Valpey Financial Services, LLC History No change 129,972 4,792 2.85% 2.85% 238 0 0.0% Q2 2026 Aug 11, 2026
Acorn Wealth Advisors, LLC History No change 129,490 4,774 1.16% 1.16% 239 0 0.0% Q2 2026 Jul 30, 2026
Compass Financial Group, INC/SD History No change 128,549 4,739 0.54% 0.54% 240 0 0.0% Q2 2026 Aug 04, 2026
Apollon Financial, LLC History No change 128,429 4,735 0.56% 0.56% 241 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 128,359 4,732 0.06% 0.06% 242 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 124,076 4,574 0.07% 0.07% 243 0 0.0% Q2 2026 Aug 10, 2026
Fort Point Capital Partners LLC History No change 123,863 4,566 0.32% 0.32% 244 0 0.0% Q2 2026 Aug 14, 2026
WESCAP Management Group, Inc. History No change 120,537 4,444 0.83% 0.83% 245 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 120,265 4,434 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
Richardson Capital Management LLC History No change 117,984 4,350 1.86% 1.86% 247 0 0.0% Q2 2026 Jul 17, 2026
Equitable Holdings, Inc. History No change 117,937 4,348 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 117,730 4,340 0.19% 0.19% 249 0 0.0% Q2 2026 Aug 03, 2026
CFG Wealth Management Services, Inc. History No change 140,332 4,311 4.05% 4.05% 250 0 0.0% Q2 2026 Jul 15, 2026
Providence First Trust Co History No change 115,826 4,270 1.19% 1.19% 251 0 0.0% Q2 2026 Jul 27, 2026
Nicollet Investment Management, Inc. History No change 115,548 4,260 1.32% 1.32% 252 0 0.0% Q2 2026 Aug 05, 2026
Valmark Advisers, Inc. History No change 115,053 4,242 0.05% 0.05% 253 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 114,983 4,239 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 13, 2026
Plancorp, LLC History No change 119,715 4,235 0.1% 0.1% 255 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 114,787 4,231 0.43% 0.43% 256 0 0.0% Q2 2026 Aug 13, 2026
HC Advisors, LLC History No change 114,614 4,225 2.56% 2.56% 257 0 0.0% Q2 2026 Aug 07, 2026
Composition Wealth, LLC History No change 113,927 4,200 0.05% 0.05% 258 0 0.0% Q2 2026 Jul 22, 2026
Livet Wealth, LLC History No change 112,804 4,159 2.4% 2.4% 259 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 110,921 4,089 0.04% 0.04% 260 0 0.0% Q2 2026 Aug 03, 2026
Murphy & Mullick Capital Management Corp History No change 110,193 4,062 2.52% 2.52% 261 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 110,125 4,057 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD History No change 110,000 4,055 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 20, 2026
NorthRock Partners, LLC History No change 108,241 3,990 0.06% 0.06% 264 0 0.0% Q2 2026 Aug 11, 2026
ATLAS CAPITAL ADVISORS INC. History No change 106,720 3,934 0.43% 0.43% 265 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 106,475 3,925 0.23% 0.23% 266 0 0.0% Q2 2026 Aug 05, 2026
Prentice Wealth Management LLC History No change 106,234 3,916 0.81% 0.81% 267 0 0.0% Q2 2026 Jul 15, 2026
Element Wealth, LLC History No change 106,022 3,909 1.46% 1.46% 268 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 105,776 3,899 0.08% 0.08% 269 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 105,577 3,892 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
Waterfront Wealth Inc. History No change 106,985 3,831 0.59% 0.59% 271 0 0.0% Q2 2026 Jul 30, 2026
Orcam Financial Group History No change 103,810 3,827 1.87% 1.87% 272 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 103,573 3,818 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 04, 2026
Jacobs Equity LLC History No change 103,557 3,818 2.64% 2.64% 274 0 0.0% Q2 2026 Aug 14, 2026
Foster Victor Wealth Advisors, LLC History No change 106,670 3,794 0.2% 0.2% 275 0 0.0% Q2 2026 Jul 22, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 102,844 3,791 2.31% 2.31% 276 0 0.0% Q2 2026 Jul 21, 2026
Savvy Advisors, Inc. History No change 102,651 3,784 0.08% 0.08% 277 0 0.0% Q2 2026 Aug 03, 2026
Councilor Wealth, LLC History Reduced 111,153 3,781 1.56% 1.72% 278 -3,960 -3.44% Q3 2026 Oct 09, 2026
Sequoia Financial Advisors, LLC History No change 102,088 3,763 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 17, 2026
Blankinship & Foster, LLC History No change 100,599 3,709 0.75% 0.75% 280 0 0.0% Q2 2026 Jul 30, 2026
John Boyer, Inc. History No change 100,330 3,699 3.21% 3.21% 281 0 0.0% Q2 2026 Aug 07, 2026
Wescott Financial Advisory Group, LLC History No change 99,915 3,683 0.29% 0.29% 282 0 0.0% Q2 2026 Aug 04, 2026
Zhang Financial LLC History No change 98,902 3,646 0.11% 0.11% 283 0 0.0% Q2 2026 Jul 30, 2026
EP Wealth Advisors, LLC History No change 98,112 3,617 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 11, 2026
Wealth Group Ltd History Added to 102,182 3,532 0.65% 0.72% 285 +16 0.02% Q3 2026 Oct 07, 2026
FRANKLIN RESOURCES INC History No change 94,974 3,501 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 94,907 3,499 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 94,401 3,480 1.62% 1.62% 288 0 0.0% Q2 2026 Jul 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 94,263 3,475 0.04% 0.04% 289 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 94,251 3,475 0.36% 0.36% 290 0 0.0% Q2 2026 Jul 09, 2026
Advisory Services Network, LLC History No change 92,064 3,394 0.04% 0.04% 291 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 91,305 3,366 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 91,107 3,359 0.07% 0.07% 293 0 0.0% Q2 2026 Aug 14, 2026
PLANWISER FINANCIAL, LLC History No change 91,116 3,359 2.33% 2.33% 294 0 0.0% Q2 2026 Aug 07, 2026
Everhart Financial Group, Inc. History Reduced 97,785 3,326 0.2% 0.23% 295 -858 -0.87% Q3 2026 Oct 08, 2026
Boltwood Capital Management History Added to 97,571 3,319 0.75% 0.82% 296 +787 0.81% Q3 2026 Oct 02, 2026
Envision Financial LLC History No change 89,605 3,303 1.52% 1.52% 297 0 0.0% Q2 2026 Jul 10, 2026
Carolina Wealth Management Inc History No change 88,755 3,272 1.51% 1.51% 298 0 0.0% Q2 2026 Aug 11, 2026
VILLERE ST DENIS J & CO LLC History No change 88,281 3,254 0.39% 0.39% 299 0 0.0% Q2 2026 Aug 07, 2026
Meramec Financial Planners, LLC History No change 92,435 3,232 1.18% 1.18% 300 0 0.0% Q2 2026 Jul 28, 2026
True North Advisors, LLC History No change 87,301 3,218 0.31% 0.31% 301 0 0.0% Q2 2026 Jul 22, 2026
Tradition Wealth Management, LLC History No change 87,235 3,216 0.2% 0.2% 302 0 0.0% Q2 2026 Aug 11, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 86,533 3,190 1.53% 1.53% 303 0 0.0% Q2 2026 Aug 13, 2026
CDKV HOLDINGS LLC History No change 86,145 3,176 2.48% 2.48% 304 0 0.0% Q2 2026 Jul 30, 2026
River Wealth Advisors LLC History No change 86,029 3,171 0.33% 0.33% 305 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 85,687 3,159 0.04% 0.04% 306 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 85,283 3,144 0.03% 0.03% 307 0 0.0% Q2 2026 Jul 27, 2026
Centerpoint Advisors, LLC History No change 84,000 3,097 0.88% 0.88% 308 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History No change 83,223 3,068 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History No change 82,792 3,052 2.41% 2.41% 310 0 0.0% Q2 2026 Aug 17, 2026
SeaCrest Wealth Management, LLC History No change 82,545 3,043 0.34% 0.34% 311 0 0.0% Q2 2026 Jul 09, 2026
SENTINEL PENSION ADVISORS, LLC History No change 85,594 2,994 0.39% 0.39% 312 0 0.0% Q2 2026 Jul 23, 2026
Ulland Investment Advisors, LLC History No change 79,541 2,933 2.16% 2.16% 313 0 0.0% Q2 2026 Jul 16, 2026
Values Added Financial LLC History No change 78,475 2,893 1.04% 1.04% 314 0 0.0% Q2 2026 Jul 27, 2026
Nicholas Hoffman & Company, LLC. History No change 78,183 2,882 0.06% 0.06% 315 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 77,288 2,849 0.04% 0.04% 316 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 76,856 2,833 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 12, 2026
PCA Investment Advisory Services Inc. History No change 76,573 2,823 0.79% 0.79% 318 0 0.0% Q2 2026 Jul 27, 2026
WBH ADVISORY INC History No change 76,536 2,821 0.19% 0.19% 319 0 0.0% Q2 2026 Aug 05, 2026
Wealthcare Advisory Partners LLC History No change 76,252 2,811 0.05% 0.05% 320 0 0.0% Q2 2026 Jul 09, 2026
Capital Squared Financial LLC History No change 75,585 2,786 1.82% 1.82% 321 0 0.0% Q2 2026 Jul 21, 2026
Econ Financial Services Corp History No change 75,110 2,769 1.29% 1.29% 322 0 0.0% Q2 2026 Jul 23, 2026
Red Door Wealth Management, LLC History No change 75,018 2,765 0.25% 0.25% 323 0 0.0% Q2 2026 Jul 13, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 80,975 2,754 0.83% 0.96% 324 -2,151 -2.59% Q3 2026 Oct 01, 2026
WJ Financial Advisors LLC History No change 74,090 2,731 2.01% 2.01% 325 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 74,014 2,729 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History No change 75,599 2,728 0.34% 0.34% 327 0 0.0% Q2 2026 Jul 08, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 73,799 2,720 1.13% 1.13% 328 0 0.0% Q2 2026 Jul 20, 2026
Dorato Capital Management History Added to 76,032 2,612 1.74% 1.81% 329 +1,677 2.26% Q3 2026 Oct 08, 2026
SWS Partners History No change 70,103 2,584 0.56% 0.56% 330 0 0.0% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History No change 69,814 2,574 0.08% 0.08% 331 0 0.0% Q2 2026 Jul 27, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 69,782 2,572 0.26% 0.26% 332 0 0.0% Q2 2026 Jul 13, 2026
Marquette Asset Management, LLC History Reduced 75,304 2,561 0.33% 0.38% 333 -4,967 -6.19% Q3 2026 Oct 09, 2026
Aspen Grove Capital, LLC History No change 68,918 2,541 0.37% 0.37% 334 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisors Investment Management, LLC History No change 68,902 2,540 0.23% 0.23% 335 0 0.0% Q2 2026 Jul 22, 2026
Joseph P. Lucia & Associates, LLC History No change 68,648 2,531 0.76% 0.76% 336 0 0.0% Q2 2026 Aug 07, 2026
May Hill Capital, LLC History No change 68,572 2,528 0.53% 0.53% 337 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History No change 68,550 2,527 0.04% 0.04% 338 0 0.0% Q2 2026 Jul 21, 2026
TOWER BRIDGE ADVISORS History No change 68,171 2,513 0.23% 0.23% 339 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 67,057 2,472 0.06% 0.06% 340 0 0.0% Q2 2026 Aug 04, 2026
Athena Investment Management History No change 67,000 2,470 1.46% 1.46% 341 0 0.0% Q2 2026 Aug 06, 2026
STALEY CAPITAL ADVISERS INC History No change 66,860 2,465 0.1% 0.1% 342 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 66,804 2,463 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 66,140 2,438 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 12, 2026
Bensler, LLC History No change 66,120 2,437 0.22% 0.22% 345 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 65,947 2,431 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 07, 2026
Madison Park Capital Advisors, LLC History No change 65,084 2,399 1.71% 1.71% 347 0 0.0% Q2 2026 Jul 07, 2026
Cambridge Financial Group, LLC History No change 65,011 2,396 0.76% 0.75% 348 0 0.0% Q3 2026 Oct 06, 2026
Strategic Financial Planning, Inc. History No change 64,900 2,391 1.25% 1.25% 349 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 64,637 2,383 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 12, 2026
Integrity Financial Corp /WA History No change 64,507 2,378 1.14% 1.14% 351 0 0.0% Q2 2026 Jul 31, 2026
CRA Financial Services, LLC History No change 64,454 2,376 0.27% 0.27% 352 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 63,765 2,351 0.08% 0.08% 353 0 0.0% Q2 2026 Aug 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 63,459 2,339 0.07% 0.07% 354 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 63,394 2,337 0.42% 0.42% 355 0 0.0% Q2 2026 Jul 16, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 67,549 2,298 0.59% 0.69% 356 -4,267 -5.94% Q3 2026 Oct 06, 2026
Alliance Private Wealth, LLC History No change 61,493 2,267 0.79% 0.79% 357 0 0.0% Q2 2026 Jul 09, 2026
Ironwood Financial, llc History No change 64,052 2,266 0.35% 0.35% 358 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History Added to 66,587 2,265 0.06% 0.07% 359 +1,139 1.74% Q3 2026 Oct 07, 2026
Opal Wealth Advisors, LLC History No change 61,246 2,258 0.49% 0.49% 360 0 0.0% Q2 2026 Jul 20, 2026
SMITH, MOORE & CO. History No change 60,913 2,245 0.15% 0.15% 361 0 0.0% Q2 2026 Aug 12, 2026
Colorado Capital Management, Inc. History No change 60,877 2,245 0.77% 0.77% 362 0 0.0% Q2 2026 Jul 08, 2026
Pine Valley Investments Ltd Liability Co History No change 60,609 2,234 0.09% 0.09% 363 0 0.0% Q2 2026 Jul 24, 2026
IEQ CAPITAL, LLC History No change 60,191 2,219 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 11, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 59,779 2,204 0.9% 0.9% 365 0 0.0% Q2 2026 Jul 14, 2026
WARNER FINANCIAL, INC History No change 59,738 2,202 0.65% 0.65% 366 0 0.0% Q2 2026 Jul 09, 2026
Medallion Wealth Advisors, LLC History No change 59,777 2,200 0.69% 0.69% 367 0 0.0% Q2 2026 Aug 14, 2026
Beaumont Financial Advisors, LLC History No change 59,073 2,178 0.14% 0.14% 368 0 0.0% Q2 2026 Aug 04, 2026
FF Advisors,LLC History No change 58,884 2,171 0.81% 0.81% 369 0 0.0% Q2 2026 Jul 29, 2026
Arrowroot Family Office, LLC History No change 58,192 2,145 0.61% 0.61% 370 0 0.0% Q2 2026 Aug 06, 2026
NBZ Investment Advisors LLC History No change 58,113 2,142 0.84% 0.84% 371 0 0.0% Q2 2026 Aug 13, 2026
Amicus Financial Advisors, LLC History No change 57,609 2,124 0.52% 0.52% 372 0 0.0% Q2 2026 Jul 20, 2026
VSM Wealth Advisory, LLC History No change 57,466 2,118 0.56% 0.56% 373 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History Added to 62,253 2,117 0.04% 0.05% 374 +3,027 5.11% Q3 2026 Oct 08, 2026
JFS WEALTH ADVISORS, LLC History No change 57,375 2,115 0.11% 0.11% 375 0 0.0% Q2 2026 Jul 10, 2026
Integrated Capital Management, LLC History No change 57,189 2,108 0.76% 0.76% 376 0 0.0% Q2 2026 Jul 31, 2026
Quadcap Wealth Management, LLC History No change 57,098 2,105 0.2% 0.2% 377 0 0.0% Q2 2026 Jul 31, 2026
Cambridge Advisors Inc. History No change 57,089 2,104 0.36% 0.36% 378 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 56,900 2,097 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 10, 2026
FAGAN ASSOCIATES, INC. History No change 56,843 2,095 0.26% 0.26% 380 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Retirement, LLC History No change 55,419 2,043 0.11% 0.11% 381 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 54,878 2,023 0.18% 0.18% 382 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 54,701 2,016 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 14, 2026
ETF Store, Inc. History No change 54,302 2,002 1.67% 1.67% 384 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 54,231 1,999 0.1% 0.1% 385 0 0.0% Q2 2026 Jul 16, 2026
LTG Capital LLC History No change 54,146 1,996 1.33% 1.33% 386 0 0.0% Q2 2026 Aug 05, 2026
Columbia River Financial Group, LLC History No change 53,950 1,989 1.07% 1.07% 387 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 53,510 1,972 0.5% 0.5% 388 0 0.0% Q2 2026 Jul 08, 2026
Integrated Wealth Concepts LLC History No change 53,469 1,971 0.01% 0.01% 389 0 0.0% Q2 2026 Sep 08, 2026
Seek First Inc. History No change 52,854 1,948 1.23% 1.23% 390 0 0.0% Q2 2026 Jul 28, 2026
Sunburst Financial Group, LLC History Added to 57,249 1,947 0.31% 0.34% 391 +391 0.69% Q3 2026 Oct 08, 2026
Westview Management dba Westview Investment Advisors History No change 52,225 1,925 0.94% 0.94% 392 0 0.0% Q2 2026 Jul 31, 2026
North Forty Two & Co. History No change 51,501 1,898 1.61% 1.61% 393 0 0.0% Q2 2026 Jul 24, 2026
Cassilly Financial Group LLC History Added to 55,770 1,897 1.27% 1.21% 395 +10,436 23.02% Q3 2026 Oct 07, 2026
Long Island Wealth Management, Inc. History No change 51,456 1,897 0.78% 0.78% 394 0 0.0% Q2 2026 Aug 07, 2026
GuidedMoney, LLC History No change 51,435 1,896 0.88% 0.88% 396 0 0.0% Q2 2026 Jul 28, 2026
CAHILL FINANCIAL ADVISORS INC History No change 51,340 1,892 0.18% 0.18% 397 0 0.0% Q2 2026 Aug 11, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 55,287 1,880 0.39% 0.42% 398 -596 -1.07% Q3 2026 Oct 05, 2026
BFSG, LLC History No change 50,677 1,868 0.17% 0.17% 399 0 0.0% Q2 2026 Jul 20, 2026
HARBOUR INVESTMENTS, INC. History No change 50,488 1,861 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Capital Management, LLC History No change 50,385 1,858 0.45% 0.45% 401 0 0.0% Q2 2026 Aug 13, 2026
IF Advisors, LLC History No change 50,042 1,845 1.21% 1.21% 402 0 0.0% Q2 2026 Aug 13, 2026
Kelman-Lazarov, Inc. History No change 50,028 1,844 0.24% 0.24% 403 0 0.0% Q2 2026 Aug 10, 2026
RCW Management, LLC History No change 49,725 1,833 1.64% 1.64% 404 0 0.0% Q2 2026 Jul 21, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 49,302 1,817 0.11% 0.11% 405 0 0.0% Q2 2026 Aug 03, 2026
S.A. Mason LLC History No change 49,143 1,811 0.56% 0.56% 406 0 0.0% Q2 2026 Jul 31, 2026
Savior LLC History No change 48,439 1,785 5.12% 5.12% 407 0 0.0% Q2 2026 Jul 22, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 48,291 1,780 0.23% 0.23% 408 0 0.0% Q2 2026 Jul 20, 2026
Capital Advantage, Inc. History No change 47,977 1,768 0.22% 0.22% 409 0 0.0% Q2 2026 Jul 13, 2026
Legacy Bridge, LLC History No change 47,816 1,762 0.54% 0.54% 410 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 47,712 1,759 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 07, 2026
K2 Financial Inc. History No change 48,512 1,750 1.24% 1.24% 412 0 0.0% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History No change 47,108 1,736 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History No change 47,038 1,734 0.1% 0.1% 414 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 46,458 1,712 0.02% 0.02% 415 0 0.0% Q2 2026 Jul 20, 2026
RWA WEALTH PARTNERS, LLC History No change 46,379 1,709 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 46,333 1,708 0.01% 0.01% 417 0 0.0% Q2 2026 Aug 06, 2026
SCS Capital Management LLC History No change 46,143 1,701 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 06, 2026
KEYVANTAGE WEALTH, LLC History No change 45,529 1,678 0.63% 0.63% 419 0 0.0% Q2 2026 Aug 11, 2026
First Growth Capital LLC History No change 45,486 1,677 1.27% 1.27% 420 0 0.0% Q2 2026 Jul 16, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 45,430 1,675 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 14, 2026
Vision Capital Management, Inc. History No change 45,394 1,673 0.19% 0.19% 422 0 0.0% Q2 2026 Aug 10, 2026
Thrive Wealth Management, LLC History No change 45,112 1,663 0.21% 0.21% 423 0 0.0% Q2 2026 Jul 07, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 44,731 1,649 0.31% 0.31% 424 0 0.0% Q2 2026 Jul 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 43,514 1,604 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 14, 2026
Per Stirling Capital Management, LLC. History No change 43,110 1,589 0.15% 0.15% 426 0 0.0% Q2 2026 Aug 14, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 42,803 1,578 0.4% 0.4% 427 0 0.0% Q2 2026 Jul 23, 2026
Sharkey, Howes & Javer History No change 42,518 1,567 0.19% 0.19% 428 0 0.0% Q2 2026 Jul 09, 2026
ALTFEST L J & CO INC History No change 42,299 1,559 0.15% 0.15% 429 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 42,210 1,556 0.03% 0.03% 430 0 0.0% Q2 2026 Jul 23, 2026
Leisure Capital Management History No change 41,977 1,547 0.48% 0.48% 431 0 0.0% Q2 2026 Jul 24, 2026
Wilkins Miller Wealth Management, LLC History No change 41,944 1,546 0.85% 0.85% 432 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 41,851 1,543 0.1% 0.1% 433 0 0.0% Q2 2026 Jul 23, 2026
Ifrah Financial Services, Inc. History No change 41,709 1,537 0.38% 0.38% 434 0 0.0% Q2 2026 Jul 21, 2026
Single Point Partners, LLC History No change 41,502 1,530 0.27% 0.27% 435 0 0.0% Q2 2026 Jul 16, 2026
WP Advisors, LLC History No change 41,401 1,526 0.37% 0.37% 436 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 40,777 1,503 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 13, 2026
MeadowBrook Investment Advisors LLC History No change 40,617 1,497 1.19% 1.19% 438 0 0.0% Q2 2026 Jul 20, 2026
ARK & TLK INVESTMENTS, LLC History No change 40,291 1,485 0.37% 0.37% 439 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 40,090 1,478 0.05% 0.05% 440 0 0.0% Q2 2026 Jul 17, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 39,745 1,465 2.28% 2.28% 441 0 0.0% Q2 2026 Aug 11, 2026
Whipplewood Advisors, LLC History No change 39,709 1,464 0.99% 0.99% 442 0 0.0% Q2 2026 Jul 27, 2026
MBA Advisors LLC History No change 39,680 1,463 0.49% 0.49% 443 0 0.0% Q2 2026 Jul 28, 2026
Serenity Investment Advisors History No change 40,466 1,463 0.62% 0.62% 444 0 0.0% Q2 2026 Aug 24, 2026
BLAIR WILLIAM & CO/IL History No change 39,018 1,438 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 11, 2026
Embree Financial Group History No change 38,754 1,428 0.14% 0.14% 446 0 0.0% Q2 2026 Jul 15, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 38,609 1,423 0.19% 0.19% 447 0 0.0% Q2 2026 Jul 29, 2026
HOLDERNESS INVESTMENTS CO History No change 38,613 1,423 0.24% 0.24% 448 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 38,589 1,422 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 14, 2026
Squire Investment Management Company, LLC History No change 38,541 1,421 0.34% 0.34% 450 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Group, LLC History No change 38,469 1,418 0.08% 0.08% 451 0 0.0% Q2 2026 Jul 27, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 38,065 1,403 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 38,065 1,403 0.07% 0.07% 453 0 0.0% Q2 2026 Jul 09, 2026
Gallagher Fiduciary Advisors, LLC History No change 37,702 1,390 0.05% 0.05% 454 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS iM, LLC History No change 37,542 1,384 0.47% 0.47% 455 0 0.0% Q2 2026 Jul 22, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 37,500 1,382 0.66% 0.66% 456 0 0.0% Q2 2026 Jul 27, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 37,358 1,377 0.1% 0.1% 457 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 44,466 1,376 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 39,831 1,372 0.03% 0.03% 459 +9,550 31.54% Q3 2026 Oct 09, 2026
Summit Financial Wealth Advisors, LLC History No change 37,154 1,369 0.18% 0.18% 460 0 0.0% Q2 2026 Jul 15, 2026
RMR Wealth Builders History No change 37,126 1,368 0.08% 0.08% 461 0 0.0% Q2 2026 Jul 24, 2026
NWAM LLC History No change 37,094 1,367 0.07% 0.07% 462 0 0.0% Q2 2026 Jul 23, 2026
First Pacific Financial History No change 37,054 1,366 0.16% 0.16% 463 0 0.0% Q2 2026 Jul 20, 2026
JM2 Capital Inc. History No change 37,062 1,366 0.94% 0.94% 464 0 0.0% Q2 2026 Jul 21, 2026
John W. Brooker & Co., CPAs History No change 36,643 1,351 1.63% 1.63% 465 0 0.0% Q2 2026 Jul 20, 2026
Orca Investment Management, LLC History No change 36,637 1,350 0.98% 0.98% 466 0 0.0% Q2 2026 Aug 06, 2026
Shearwater Capital LLC History No change 36,275 1,337 0.64% 0.64% 467 0 0.0% Q2 2026 Jul 08, 2026
Stonebridge Financial Group, LLC History Added to 39,249 1,335 0.1% 0.11% 468 +1,132 2.97% Q3 2026 Oct 01, 2026
GREENWOOD GEARHART LLC History No change 36,175 1,333 0.06% 0.06% 469 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth Management, LLC History No change 36,114 1,331 0.06% 0.06% 470 0 0.0% Q2 2026 Jul 22, 2026
Bouchey Financial Group, Ltd. History No change 35,980 1,326 0.09% 0.09% 471 0 0.0% Q2 2026 Jul 27, 2026
Pegasus Asset Management, Inc. History No change 35,889 1,323 0.38% 0.38% 472 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 35,804 1,320 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
MANCHESTER FINANCIAL INC History No change 35,481 1,308 0.23% 0.23% 474 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 35,433 1,306 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 11, 2026
Sculati Wealth Management, LLC History No change 37,191 1,301 0.43% 0.43% 476 0 0.0% Q2 2026 Jul 21, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 35,276 1,300 0.25% 0.25% 477 0 0.0% Q2 2026 Jul 09, 2026
CONDOR CAPITAL MANAGEMENT History No change 35,238 1,299 0.1% 0.1% 478 0 0.0% Q2 2026 Aug 12, 2026
Crescent Sterling, Ltd. History No change 35,156 1,296 1.16% 1.16% 479 0 0.0% Q2 2026 Jul 07, 2026
AMG National Trust Bank History No change 34,650 1,277 0.03% 0.03% 480 0 0.0% Q2 2026 Aug 06, 2026
Cascade Financial Partners, LLC History No change 34,589 1,275 0.11% 0.11% 481 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 34,453 1,270 0.06% 0.06% 482 0 0.0% Q2 2026 Aug 11, 2026
Clear Point Advisors Inc. History No change 34,387 1,267 1.12% 1.12% 483 0 0.0% Q2 2026 Jul 28, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 34,375 1,267 0.3% 0.3% 484 0 0.0% Q2 2026 Aug 10, 2026
Chesapeake Wealth Management History No change 34,164 1,259 0.35% 0.35% 485 0 0.0% Q2 2026 Aug 13, 2026
LOWERY THOMAS, LLC History No change 34,048 1,255 0.61% 0.61% 486 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 33,754 1,244 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 33,687 1,242 0.03% 0.03% 488 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 33,218 1,224 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 13, 2026
Grantvest Financial Group LLC History No change 32,823 1,210 0.7% 0.7% 490 0 0.0% Q2 2026 Aug 07, 2026
Great Waters Wealth Management History Reduced 35,389 1,203 0.11% 0.12% 491 -209 -0.59% Q3 2026 Oct 07, 2026
Parkside Financial Bank & Trust History No change 32,561 1,200 0.08% 0.08% 492 0 0.0% Q2 2026 Sep 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 32,435 1,195 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 11, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 32,384 1,194 0.12% 0.12% 494 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY TRUST CO History No change 32,170 1,186 0.01% 0.01% 495 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Advisory Group L.L.C. History No change 32,187 1,186 0.45% 0.45% 496 0 0.0% Q2 2026 Jul 22, 2026
IAG Wealth Partners, LLC History No change 32,013 1,180 0.12% 0.12% 497 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 31,896 1,176 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 31,896 1,176 0.13% 0.13% 499 0 0.0% Q2 2026 Jul 31, 2026
PACIFIC SUN FINANCIAL CORP History No change 31,406 1,157 0.48% 0.48% 500 0 0.0% Q2 2026 Aug 07, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 31,316 1,154 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Partners LLC History No change 30,868 1,138 0.28% 0.28% 502 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 33,194 1,129 0.32% 0.36% 503 +288 0.88% Q3 2026 Oct 07, 2026
Red Mountain Financial, LLC History No change 30,547 1,126 0.94% 0.94% 504 0 0.0% Q2 2026 Jul 21, 2026
WFA of San Diego, LLC History No change 30,759 1,124 0.92% 0.92% 505 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 30,450 1,122 0.17% 0.17% 506 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History No change 30,378 1,120 0.07% 0.07% 507 0 0.0% Q2 2026 Jul 30, 2026
Five Pine Wealth Management History No change 30,382 1,120 0.63% 0.63% 508 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 30,255 1,115 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 11, 2026
Heritage Family Offices, LLP History No change 30,143 1,111 0.43% 0.43% 510 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 30,143 1,111 0.43% 0.43% 511 0 0.0% Q2 2026 Jul 06, 2026
Alesco Advisors, LLC, An ESL Co History No change 30,108 1,110 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 05, 2026
Burns Matteson Capital Management, LLC History No change 30,119 1,110 0.35% 0.35% 513 0 0.0% Q2 2026 Jul 17, 2026
OKABENA INVESTMENT SERVICES INC History No change 29,712 1,095 0.2% 0.2% 514 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 29,638 1,092 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 05, 2026
Rede Wealth, LLC History No change 29,589 1,090 0.36% 0.36% 516 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 29,509 1,087 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 11, 2026
BlueChip Wealth Advisors LLC History No change 29,490 1,087 0.41% 0.41% 518 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 29,282 1,079 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 18, 2026
Madison Wealth Partners, Inc History No change 29,269 1,079 0.14% 0.14% 520 0 0.0% Q2 2026 Aug 12, 2026
Seven Springs Wealth Group, LLC History No change 29,211 1,077 0.24% 0.24% 521 0 0.0% Q2 2026 Aug 04, 2026
Rialto Wealth Management, LLC History No change 28,977 1,068 0.21% 0.21% 522 0 0.0% Q2 2026 Aug 11, 2026
Onyx Bridge Wealth Group LLC History No change 28,948 1,067 0.1% 0.1% 523 0 0.0% Q2 2026 Jul 23, 2026
Sigma Planning Corp History No change 28,746 1,059 0.03% 0.03% 524 0 0.0% Q2 2026 Aug 07, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 28,496 1,050 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 28,486 1,050 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 05, 2026
CAP Partners, LLC History No change 28,424 1,047 0.51% 0.51% 527 0 0.0% Q2 2026 Jul 30, 2026
National Wealth Management Group, LLC History No change 28,131 1,037 0.32% 0.32% 528 0 0.0% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History No change 27,891 1,028 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 06, 2026
WEST PACES ADVISORS INC. History No change 27,546 1,015 0.17% 0.17% 530 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Wealth Management, LLC. History No change 27,189 1,002 0.22% 0.22% 531 0 0.0% Q2 2026 Jul 30, 2026
Brookwood Investment Group LLC History No change 26,397 973 0.11% 0.11% 532 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 26,368 972 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 15, 2026
Armor Investment Advisors, LLC History No change 26,199 965 0.31% 0.31% 534 0 0.0% Q2 2026 Aug 04, 2026
BCWM, LLC History No change 26,098 962 0.28% 0.28% 535 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 18,534 958 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 25,959 957 0.47% 0.47% 537 0 0.0% Q2 2026 Jul 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 25,891 954 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 06, 2026
VISIONARY HORIZONS, LLC History No change 25,883 954 0.4% 0.4% 539 0 0.0% Q2 2026 Jul 16, 2026
AE Wealth Management LLC History No change 25,858 953 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 03, 2026
Avidian Wealth Enterprises, LLC History Added to 27,919 949 0.03% 0.03% 541 +8 0.03% Q3 2026 Oct 08, 2026
Aurora Private Wealth, Inc. History No change 25,542 942 0.6% 0.6% 542 0 0.0% Q2 2026 Jul 21, 2026
Daybright Advisory Services, Inc. History No change 27,053 938 0.22% 0.22% 543 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 30,049 930 0.03% 0.03% 544 0 0.0% Q2 2026 Aug 13, 2026
Payne Capital LLC History No change 25,149 927 0.77% 0.77% 545 0 0.0% Q2 2026 Aug 11, 2026
Arista Wealth Management, LLC History No change 25,040 923 0.1% 0.1% 546 0 0.0% Q2 2026 Jul 08, 2026
YHB Investment Advisors, Inc. History Added to 27,024 919 0.06% 0.06% 547 +1,123 4.34% Q3 2026 Oct 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 24,729 911 0.01% 0.01% 548 0 0.0% Q2 2026 Sep 23, 2026
Indivisible Partners History No change 24,623 907 0.05% 0.05% 549 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 26,587 904 0.05% 0.06% 550 +1,597 6.39% Q3 2026 Oct 09, 2026
SIMA Wealth Partners, LLC History No change 24,418 900 0.64% 0.64% 551 0 0.0% Q2 2026 Jul 28, 2026
Genesee Capital Advisors, LLC History No change 24,370 898 0.28% 0.28% 552 0 0.0% Q2 2026 Aug 06, 2026
Asset One Wealth Management LLC History No change 25,247 893 0.09% 0.09% 553 0 0.0% Q2 2026 Aug 13, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 24,180 891 0.28% 0.28% 554 0 0.0% Q2 2026 Jul 21, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 24,105 888 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 28, 2026
Eley Financial Management, Inc History No change 24,077 887 0.29% 0.29% 556 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 24,040 886 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 10, 2026
Hendershot Investments Inc. History No change 23,679 873 0.11% 0.11% 558 0 0.0% Q2 2026 Aug 12, 2026
COOPER/HAIMS ADVISORS, LLC History No change 23,548 868 0.37% 0.37% 559 0 0.0% Q2 2026 Aug 14, 2026
Mission Creek Capital Partners, Inc. History No change 26,299 866 0.15% 0.15% 560 0 0.0% Q2 2026 Aug 14, 2026
Midwest Capital Advisors, LLC History No change 23,472 865 0.35% 0.35% 561 0 0.0% Q2 2026 Jul 28, 2026
Everest Financial Group LLC History No change 23,419 863 0.12% 0.12% 562 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 23,364 861 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 24, 2026
WESTBOURNE INVESTMENTS, INC. History No change 23,343 860 0.35% 0.35% 564 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Advisors, LLC History No change 23,113 852 0.05% 0.05% 565 0 0.0% Q2 2026 Aug 11, 2026
Wilson & Boucher Capital Management, LLC History No change 23,090 851 0.5% 0.5% 566 0 0.0% Q2 2026 Aug 18, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 23,058 850 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL CONSULATE, INC History No change 23,044 849 0.09% 0.09% 568 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 22,952 846 0.02% 0.02% 569 0 0.0% Q2 2026 Jul 27, 2026
Bigelow Investment Advisors, LLC History No change 22,962 846 0.31% 0.31% 570 0 0.0% Q2 2026 Jul 30, 2026
Carolina Wealth Advisors, LLC History No change 22,910 844 0.33% 0.33% 571 0 0.0% Q2 2026 Jul 09, 2026
Goepper Burkhardt LLC History No change 22,870 843 0.25% 0.25% 572 0 0.0% Q2 2026 Aug 10, 2026
Heartwood Wealth Advisors LLC History Reduced 24,639 838 0.07% 0.07% 573 -206 -0.83% Q3 2026 Oct 05, 2026
Modus Advisors, LLC History No change 22,722 837 0.21% 0.21% 574 0 0.0% Q2 2026 Aug 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 22,639 834 0.09% 0.09% 575 0 0.0% Q2 2026 Jul 27, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 22,540 831 0.09% 0.09% 576 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Added to 23,997 824 0.01% 0.01% 577 +1,946 8.82% Q3 2026 Oct 08, 2026
Joule Financial, LLC History No change 22,277 821 0.22% 0.22% 578 0 0.0% Q2 2026 Jul 15, 2026
Bank of New York Mellon Corp History No change 22,147 816 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 06, 2026
Biltmore Family Office, LLC History No change 22,005 811 0.11% 0.11% 580 0 0.0% Q2 2026 Aug 12, 2026
Stokes Family Office, LLC History No change 21,883 806 0.09% 0.09% 581 0 0.0% Q2 2026 Aug 11, 2026
ZENITH SOLUTIONS, INC. History No change 21,728 801 0.73% 0.73% 582 0 0.0% Q2 2026 Aug 03, 2026
Nautilus Advisors LLC History Reduced 23,431 797 0.48% 0.5% 583 -300 -1.26% Q3 2026 Oct 06, 2026
Sanctuary Advisors, LLC History No change 21,608 796 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 21,499 792 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 22, 2026
JBR Co Financial Management Inc History No change 21,401 789 0.29% 0.29% 586 0 0.0% Q2 2026 Jul 09, 2026
BROWN ADVISORY INC History No change 21,241 783 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
TPG Advisors LLC History No change 21,234 782 0.43% 0.43% 588 0 0.0% Q2 2026 Jul 29, 2026
Diligent Investors, LLC History No change 21,102 778 0.17% 0.17% 589 0 0.0% Q2 2026 Jul 24, 2026
Cooksen Wealth, LLC History No change 20,951 772 0.49% 0.49% 590 0 0.0% Q2 2026 Jul 30, 2026
GREENLEAF TRUST History No change 20,749 765 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 21, 2026
RED REEF ADVISORS LLC History No change 20,736 764 0.7% 0.7% 592 0 0.0% Q2 2026 Jul 23, 2026
CMH Wealth Management LLC History No change 20,640 760 0.12% 0.12% 593 0 0.0% Q2 2026 Jul 09, 2026
Arkos Global Advisors History No change 20,456 754 0.09% 0.09% 594 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 21,903 745 0.13% 0.17% 595 0 0.0% Q3 2026 Oct 08, 2026
NBT BANK, N.A. History No change 20,048 739 0.05% 0.05% 596 0 0.0% Q2 2026 Jul 29, 2026
Harfst & Associates, Inc. History No change 19,946 735 0.11% 0.11% 597 0 0.0% Q2 2026 Jul 31, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 19,926 734 0.24% 0.24% 598 0 0.0% Q2 2026 Jul 24, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 19,861 732 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 19,856 732 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 17, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 19,849 731 0.25% 0.25% 601 0 0.0% Q2 2026 Jul 21, 2026
Aspen Investment Management Inc History No change 19,604 723 0.19% 0.19% 602 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Union Bankshares Corp History No change 19,510 719 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 11, 2026
Tranquility Partners, LLC History No change 19,522 719 0.25% 0.25% 604 0 0.0% Q2 2026 Jul 23, 2026
Leverty Financial Group, LLC History Reduced 20,887 710 0.13% 0.15% 605 -653 -3.03% Q3 2026 Oct 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 19,100 704 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 19,109 704 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 04, 2026
Stordahl Capital Management, Inc. History No change 19,007 700 0.13% 0.13% 608 0 0.0% Q2 2026 Jul 14, 2026
Ruggaard & Associates LLC History No change 19,011 700 0.25% 0.25% 609 0 0.0% Q2 2026 Aug 17, 2026
Mutual Advisors, LLC History No change 18,865 695 0.01% 0.01% 610 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 18,795 692 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 18,654 687 0.09% 0.09% 612 0 0.0% Q2 2026 Jul 20, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 18,541 684 0.29% 0.29% 613 0 0.0% Q2 2026 Jul 28, 2026
WLTH Capital Management, LLC History No change 18,576 684 0.44% 0.44% 614 0 0.0% Q2 2026 Jul 09, 2026
PRINCIPAL SECURITIES, INC. History No change 18,490 681 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 04, 2026
Pachira Investments Inc. History No change 18,390 678 0.26% 0.26% 616 0 0.0% Q2 2026 Jul 17, 2026
EQUITABLE TRUST CO History No change 18,304 674 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 23, 2026
Twele Capital Management, Inc. History No change 18,181 670 0.11% 0.11% 618 0 0.0% Q2 2026 Jul 14, 2026
LifePlan Financial, LLC History No change 18,117 667 0.47% 0.47% 619 0 0.0% Q2 2026 Jul 21, 2026
WATERSHED PRIVATE WEALTH LLC History No change 17,967 662 0.19% 0.19% 620 0 0.0% Q2 2026 Jul 17, 2026
Evernest Financial Advisors, LLC History No change 17,964 662 0.14% 0.14% 621 0 0.0% Q2 2026 Aug 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 17,946 661 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 14, 2026
PINKERTON WEALTH, LLC History No change 21,181 655 0.06% 0.06% 623 0 0.0% Q2 2026 Jul 30, 2026
COZAD ASSET MANAGEMENT INC History No change 17,677 651 0.04% 0.04% 624 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 17,539 646 0.06% 0.06% 625 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 17,424 642 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 17,162 632 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 14, 2026
Perissos Private Wealth Management, LLC History No change 17,113 630 0.42% 0.42% 628 0 0.0% Q2 2026 Aug 13, 2026
CWC Advisors, LLC. History No change 17,055 628 0.28% 0.28% 629 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 17,044 628 0.05% 0.05% 630 0 0.0% Q2 2026 Aug 06, 2026
Financial Concepts Unlimited, Inc. History No change 17,017 627 0.49% 0.49% 631 0 0.0% Q2 2026 Aug 06, 2026
Mendel Capital Management LLC History No change 16,880 622 0.28% 0.28% 632 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 16,875 622 0.02% 0.02% 633 0 0.0% Q2 2026 Jul 23, 2026
MADDEN SECURITIES Corp History No change 16,846 621 0.17% 0.17% 634 0 0.0% Q2 2026 Jul 24, 2026
MOTIVE WEALTH ADVISORS History No change 16,854 621 0.26% 0.26% 635 0 0.0% Q2 2026 Jul 20, 2026
Park Capital Management, LLC / WI History No change 16,790 619 0.36% 0.36% 636 0 0.0% Q2 2026 Jul 10, 2026
International Private Wealth Advisors LLC History No change 16,662 614 0.32% 0.32% 637 0 0.0% Q2 2026 Aug 07, 2026
Mirador Capital Partners LP History Added to 18,040 613 0.07% 0.08% 638 +256 1.44% Q3 2026 Oct 09, 2026
Front Row Advisors LLC History No change 16,969 610 0.18% 0.18% 639 0 0.0% Q2 2026 Aug 13, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 16,485 607 0.18% 0.18% 640 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 16,309 601 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 16,264 599 0.05% 0.05% 642 0 0.0% Q2 2026 Jul 16, 2026
GDS Wealth Management History No change 16,006 590 0.03% 0.03% 643 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History No change 16,008 590 0.21% 0.21% 644 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 15,981 589 0.15% 0.15% 645 0 0.0% Q2 2026 Jul 28, 2026
KPP Advisory Services LLC History No change 15,801 582 0.07% 0.07% 646 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History No change 15,683 578 0.27% 0.27% 647 0 0.0% Q2 2026 Aug 10, 2026
Heritage Trust Co History No change 15,646 576 0.05% 0.05% 648 0 0.0% Q2 2026 Aug 06, 2026
Eaton Financial Holdings Company, LLC History No change 15,471 570 0.16% 0.16% 649 0 0.0% Q2 2026 Aug 04, 2026
Vestment Financial LLC History No change 15,780 565 0.25% 0.25% 650 0 0.0% Q2 2026 Jul 24, 2026
Bluespring Wealth Management, LLC History No change 15,280 563 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,265 562 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 28, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 15,187 559 0.16% 0.16% 653 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 15,106 556 0.04% 0.04% 654 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 15,096 556 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 05, 2026
Parkshore Wealth Management, Inc. History No change 15,055 555 0.16% 0.16% 656 0 0.0% Q2 2026 Aug 07, 2026
AMARA FINANCIAL, LLC. History No change 15,043 554 0.33% 0.33% 657 0 0.0% Q2 2026 Aug 07, 2026
BANTAMAC CAPITAL, LLC History No change 15,000 553 0.28% 0.28% 658 0 0.0% Q2 2026 Aug 10, 2026
Liberty Capital Management, Inc. History No change 14,900 549 0.09% 0.09% 659 0 0.0% Q2 2026 Jul 17, 2026
SCOTIA CAPITAL INC. History No change 14,568 537 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 11, 2026
Millennium Capital Advisors, LLC History No change 14,570 537 0.29% 0.29% 661 0 0.0% Q2 2026 Jul 28, 2026
ASPIRIANT, LLC History No change 14,476 533 0.01% 0.01% 662 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 14,297 527 0.01% 0.01% 663 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 14,149 521 0.22% 0.22% 664 0 0.0% Q2 2026 Jul 09, 2026
Selective Wealth Management, Inc. History No change 14,841 519 0.14% 0.14% 665 0 0.0% Q2 2026 Jul 20, 2026
Granite Bay Wealth Management, LLC History No change 14,046 518 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 14, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 14,057 518 0.3% 0.3% 667 0 0.0% Q2 2026 Aug 10, 2026
Spire Wealth Management History No change 13,881 511 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 13,838 510 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 27, 2026
Berger Financial Group, Inc History No change 13,764 507 0.03% 0.03% 670 0 0.0% Q2 2026 Aug 04, 2026
Whelan Financial History No change 13,742 506 0.14% 0.14% 671 0 0.0% Q2 2026 Jul 24, 2026
D.B. Root & Company, LLC History No change 13,629 502 0.11% 0.11% 672 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 13,638 502 0.06% 0.06% 673 0 0.0% Q2 2026 Jul 09, 2026
WASHINGTON TRUST Co History No change 13,583 500 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 03, 2026
Aspire Capital Advisors LLC History No change 13,514 498 0.1% 0.1% 675 0 0.0% Q2 2026 Aug 05, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 13,798 495 0.39% 0.39% 676 0 0.0% Q2 2026 Aug 13, 2026
Pitcairn Wealth Advisors LLC History No change 13,319 491 0.05% 0.05% 677 0 0.0% Q2 2026 Aug 10, 2026
Hershey Financial Advisers, LLC History No change 13,219 487 0.35% 0.35% 678 0 0.0% Q2 2026 Aug 11, 2026
FIRST MANHATTAN CO. LLC. History No change 13,176 485 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
Goldstein Advisors, LLC History No change 13,043 480 0.04% 0.04% 680 0 0.0% Q2 2026 Jul 20, 2026
Kagan Cocozza Asset Management History No change 12,848 473 0.3% 0.3% 681 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 12,816 472 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,768 470 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 24, 2026
Opus Financial Solutions LLC History No change 12,752 470 0.38% 0.38% 684 0 0.0% Q2 2026 Jul 24, 2026
Curtis Advisory Group, LLC History No change 12,653 466 0.09% 0.09% 685 0 0.0% Q2 2026 Jul 29, 2026
Falcon Wealth Planning History No change 12,660 466 0.03% 0.03% 686 0 0.0% Q2 2026 Jul 13, 2026
World Investment Advisors History No change 15,041 465 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 12,577 463 0.07% 0.07% 688 0 0.0% Q2 2026 Jul 30, 2026
Firestone Capital Management History No change 12,400 457 0.09% 0.09% 689 0 0.0% Q2 2026 Jul 31, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 12,414 457 0.06% 0.06% 690 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 12,374 456 0.04% 0.04% 691 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 12,364 455 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 10, 2026
Resurgent Financial Advisors LLC History No change 12,330 454 0.13% 0.13% 693 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Advisors, LLC History No change 12,335 454 0.22% 0.22% 694 0 0.0% Q2 2026 Jul 22, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 12,297 453 0.07% 0.07% 695 0 0.0% Q2 2026 Aug 07, 2026
SVRN Asset Management, LLC History No change 12,279 452 0.23% 0.23% 696 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 12,246 451 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 17, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 12,164 448 0.23% 0.23% 698 0 0.0% Q2 2026 Jul 22, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 12,130 447 0.03% 0.03% 699 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 12,075 445 0.0% 0.0% 700 0 0.0% Q2 2026 Jul 28, 2026
Fingerlakes Wealth Management, Inc. History No change 12,060 444 0.24% 0.24% 701 0 0.0% Q2 2026 Jul 23, 2026
Balance Wealth Partners LLC History No change 11,904 438 0.12% 0.12% 702 0 0.0% Q2 2026 Jul 21, 2026
Signal Advisors Wealth, LLC History No change 11,879 437 0.02% 0.02% 703 0 0.0% Q2 2026 Aug 04, 2026
Armbruster Capital Management, Inc. History No change 11,845 436 0.06% 0.06% 704 0 0.0% Q2 2026 Jul 16, 2026
Capital Advisors, Ltd. LLC History No change 11,735 433 0.04% 0.04% 705 0 0.0% Q2 2026 Jul 16, 2026
Prestige Wealth Management Group LLC History No change 11,737 432 0.08% 0.08% 706 0 0.0% Q2 2026 Aug 14, 2026
Oakwell Private Wealth Management, LLC History No change 11,655 429 0.07% 0.07% 707 0 0.0% Q2 2026 Aug 03, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 12,431 422 0.19% 0.22% 708 +56 0.45% Q3 2026 Oct 09, 2026
Redhawk Wealth Advisors, Inc. History No change 11,426 421 0.04% 0.04% 709 0 0.0% Q2 2026 Jul 09, 2026
Cottage Street Advisors LLC History No change 11,405 420 0.16% 0.16% 710 0 0.0% Q2 2026 Jul 20, 2026
Clarity Wealth Advisors, LLC History No change 11,348 418 0.07% 0.07% 711 0 0.0% Q2 2026 Jul 24, 2026
Kaizen Financial Strategies History Added to 12,191 414 0.16% 0.14% 712 +45 0.37% Q3 2026 Oct 09, 2026
Elmwood Wealth Management, Inc. History No change 11,207 413 0.1% 0.1% 713 0 0.0% Q2 2026 Jul 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 11,199 412 0.27% 0.27% 714 0 0.0% Q2 2026 Aug 05, 2026
American Financial Advisors, LLC History No change 11,114 409 0.05% 0.05% 715 0 0.0% Q2 2026 Jul 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 11,090 408 0.02% 0.02% 716 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Services, LLC History No change 11,080 408 0.25% 0.25% 717 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 11,044 407 0.01% 0.01% 718 0 0.0% Q2 2026 Jul 30, 2026
Meriwether Wealth & Planning, LLC History No change 11,012 406 0.2% 0.2% 719 0 0.0% Q2 2026 Jul 08, 2026
Balboa Wealth Partners History No change 10,887 401 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 10, 2026
Fort Vancouver Investment Management, LLC History No change 10,887 401 0.19% 0.19% 721 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 10,852 400 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 10,839 399 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 12, 2026
RBA Wealth Management, LLC History No change 10,730 395 0.14% 0.14% 724 0 0.0% Q2 2026 Jul 23, 2026
XY Planning Network, Inc. History No change 10,734 395 0.05% 0.05% 725 0 0.0% Q2 2026 Jul 14, 2026
Berkeley, Inc History No change 10,637 392 0.12% 0.12% 726 0 0.0% Q2 2026 Jul 24, 2026
Altus Wealth Group LLC History No change 10,591 390 0.14% 0.14% 727 0 0.0% Q2 2026 Jul 17, 2026
Paulson Wealth Management Inc. History No change 10,557 389 0.08% 0.08% 728 0 0.0% Q2 2026 Aug 04, 2026
MBE Wealth Management, LLC History No change 10,505 387 0.14% 0.14% 729 0 0.0% Q2 2026 Jul 24, 2026
ROMANO BROTHERS AND COMPANY History No change 10,495 386 0.04% 0.04% 730 0 0.0% Q2 2026 Jul 21, 2026
Nuveen, LLC History No change 10,492 386 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 11, 2026
SeaBridge Investment Advisors LLC History No change 10,380 382 0.06% 0.06% 732 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 10,354 381 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 31, 2026
Northern Capital Management, Inc. History No change 10,331 380 0.16% 0.16% 734 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 10,280 379 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 17, 2026
Praetorian Wealth Management, Inc. History No change 10,301 379 0.07% 0.07% 736 0 0.0% Q2 2026 Jul 07, 2026
Guardian Wealth Advisors, LLC History No change 10,224 376 0.19% 0.19% 737 0 0.0% Q2 2026 Aug 05, 2026
Next Capital Management LLC History No change 10,184 375 0.1% 0.1% 738 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 10,101 372 0.07% 0.07% 739 0 0.0% Q2 2026 Aug 05, 2026
Strategic Equity Management History No change 10,040 370 0.12% 0.12% 740 0 0.0% Q2 2026 Aug 10, 2026
Busey Bank History No change 9,936 366 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 10,000 364 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 07, 2026
Barnett & Company, Inc. History No change 9,891 364 0.27% 0.27% 743 0 0.0% Q2 2026 Aug 12, 2026
Acropolis Investment Management, LLC History No change 10,694 363 0.01% 0.02% 744 0 0.0% Q3 2026 Oct 08, 2026
Ascension Capital Advisors, Inc. History No change 9,810 361 0.1% 0.1% 745 0 0.0% Q2 2026 Jul 27, 2026
Bison Wealth, LLC History No change 10,014 361 0.03% 0.03% 746 0 0.0% Q2 2026 Jul 07, 2026
Neuberger Berman Group LLC History No change 9,750 359 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 9,759 359 0.01% 0.01% 748 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 9,762 359 0.01% 0.01% 749 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 9,744 359 0.04% 0.04% 750 0 0.0% Q2 2026 Jul 15, 2026
Advyzon Investment Management, LLC History No change 9,700 357 0.03% 0.03% 751 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 9,675 356 0.01% 0.01% 752 0 0.0% Q2 2026 Jul 31, 2026
Everstar Asset Management, LLC History No change 9,654 355 0.17% 0.17% 753 0 0.0% Q2 2026 Aug 03, 2026
Caldwell Trust Co History No change 9,645 355 0.03% 0.03% 754 0 0.0% Q2 2026 Aug 03, 2026
Florida Trust Wealth Management Co History No change 9,624 354 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 9,611 354 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 9,586 353 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 10, 2026
Old Port Advisors History No change 9,580 353 0.07% 0.07% 758 0 0.0% Q2 2026 Jul 21, 2026
Advisor OS, LLC History No change 9,575 353 0.02% 0.02% 759 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,542 351 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 15, 2026
Triton Wealth Management, PLLC History No change 9,968 351 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 05, 2026
OLD NATIONAL BANCORP /IN/ History No change 9,513 350 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 9,492 349 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 9,427 347 0.02% 0.02% 764 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisory Services, LLC History No change 9,340 344 0.02% 0.02% 765 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Solutions, Inc. /IL History No change 9,349 344 0.08% 0.08% 766 0 0.0% Q2 2026 Jul 08, 2026
AWM CAPITAL, LLC History No change 9,275 341 0.03% 0.03% 767 0 0.0% Q2 2026 Jul 31, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 9,270 341 0.12% 0.12% 768 0 0.0% Q2 2026 Jul 23, 2026
ALBION FINANCIAL GROUP /UT History No change 9,221 339 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 22, 2026
Robbins Farley History No change 9,218 339 0.13% 0.13% 770 0 0.0% Q2 2026 Jul 22, 2026
Tandem Investment Partners LLC History No change 9,190 338 0.26% 0.26% 771 0 0.0% Q2 2026 Jul 27, 2026
BECK MACK & OLIVER LLC History No change 9,167 337 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 9,102 335 0.01% 0.01% 773 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Capital, LLC History No change 9,768 332 0.02% 0.02% 774 0 0.0% Q3 2026 Oct 08, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 9,000 331 0.07% 0.07% 775 0 0.0% Q2 2026 Jul 08, 2026
American Trust History No change 8,974 330 0.03% 0.03% 776 0 0.0% Q2 2026 Aug 14, 2026
FCA CORP /TX History No change 8,926 329 0.08% 0.08% 777 0 0.0% Q2 2026 Aug 11, 2026
Dickmeyer Boyce Financial Management, Inc. History Reduced 9,662 328 0.17% 0.2% 780 -573 -5.6% Q3 2026 Oct 08, 2026
OPPENHEIMER & CO INC History No change 8,920 328 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 03, 2026
Princeton Global Asset Management LLC History No change 8,910 328 0.05% 0.05% 779 0 0.0% Q2 2026 Jul 16, 2026
XXI WEALTH, LLC History No change 8,916 328 0.15% 0.15% 781 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 8,857 327 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 17, 2026
Apeiron RIA LLC History No change 9,538 327 0.07% 0.09% 783 0 0.0% Q3 2026 Oct 08, 2026
First Western Trust Bank History No change 8,858 326 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 29, 2026
Clarity Capital Advisors, LLC History No change 8,854 326 0.14% 0.14% 785 0 0.0% Q2 2026 Jul 13, 2026
Sherman Asset Management, Inc. History No change 8,784 323 0.25% 0.25% 786 0 0.0% Q2 2026 Aug 05, 2026
WINNACLE WEALTH LLC History No change 8,786 323 0.22% 0.22% 787 0 0.0% Q2 2026 Jul 21, 2026
Directional Asset Management History No change 8,682 320 0.27% 0.27% 788 0 0.0% Q2 2026 Jul 24, 2026
HEADINVEST, LLC History No change 8,634 318 0.06% 0.06% 789 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 8,547 315 0.0% 0.0% 790 0 0.0% Q2 2026 Jul 29, 2026
MOR Wealth Management, LLC History No change 8,566 315 0.13% 0.13% 791 0 0.0% Q2 2026 Aug 06, 2026
FSA Advisors, Inc. History No change 8,542 314 0.14% 0.14% 792 0 0.0% Q2 2026 Aug 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,303 306 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 07, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 8,286 305 0.02% 0.02% 794 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Advisors History No change 8,260 304 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 11, 2026
True Freedom Investing, LLC History No change 9,849 304 0.02% 0.02% 796 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 8,224 303 0.06% 0.06% 797 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 8,212 302 0.0% 0.0% 798 0 0.0% Q2 2026 Sep 02, 2026
Canvas Wealth Advisors, LLC History No change 8,199 302 0.04% 0.04% 799 0 0.0% Q2 2026 Jul 10, 2026
Principle Wealth Partners LLC History No change 8,178 301 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 07, 2026
Clayton Financial Group LLC History No change 8,096 298 0.16% 0.16% 801 0 0.0% Q2 2026 Jul 20, 2026
Avion Wealth History No change 8,046 296 0.06% 0.06% 802 0 0.0% Q2 2026 Jul 31, 2026
MANNING & NAPIER ADVISORS LLC History No change 7,980 294 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 13, 2026
SLT Holdings LLC History No change 8,000 294 0.18% 0.18% 804 0 0.0% Q2 2026 Jul 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 7,958 293 0.01% 0.01% 805 0 0.0% Q2 2026 Aug 20, 2026
ZACKS INVESTMENT MANAGEMENT History No change 7,959 293 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 7,893 291 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 30, 2026
Family Manage LLC History No change 7,896 291 0.03% 0.03% 808 0 0.0% Q2 2026 Aug 14, 2026
William Mack & Associates, Inc. History No change 7,918 291 0.1% 0.1% 809 0 0.0% Q2 2026 Jul 10, 2026
One Day In July LLC History No change 7,875 290 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 03, 2026
Robinswood Financial LLC History No change 7,813 288 0.08% 0.08% 811 0 0.0% Q2 2026 Jul 14, 2026
CoreCap Advisors, LLC History Reduced 8,390 285 0.01% 0.01% 813 -27 -0.32% Q3 2026 Oct 08, 2026
Bullock Wealth Management Group History Added to 8,320 285 0.12% 0.13% 814 +18 0.22% Q3 2026 Oct 09, 2026
Heirloom Wealth Management History No change 7,748 285 0.04% 0.04% 812 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 7,704 284 0.13% 0.13% 815 0 0.0% Q2 2026 Aug 07, 2026
RMG Wealth Management LLC History No change 7,843 284 0.03% 0.03% 816 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 7,697 283 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 29, 2026
LCNB CORP History No change 7,680 283 0.09% 0.09% 818 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 7,680 283 0.01% 0.01% 819 0 0.0% Q2 2026 Aug 03, 2026
Verdence Capital Advisors LLC History No change 7,690 283 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 29, 2026
Forum Financial Management, LP History No change 7,684 283 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 23, 2026
Freestone Capital Holdings, LLC History No change 7,638 281 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 31, 2026
MOTCO History No change 7,528 277 0.02% 0.02% 823 0 0.0% Q2 2026 Jul 31, 2026
Osprey Private Wealth LLC History No change 7,503 276 0.07% 0.07% 824 0 0.0% Q2 2026 Aug 03, 2026
Gaddis Premier Wealth Advisors LLC History No change 7,463 275 0.17% 0.17% 825 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 7,444 274 0.05% 0.05% 826 0 0.0% Q2 2026 Jul 09, 2026
Charles Schwab Trust Co History No change 7,428 273 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 10, 2026
PETERSON WEALTH MANAGEMENT History No change 7,360 271 0.13% 0.13% 828 0 0.0% Q2 2026 Jul 30, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 7,307 269 0.05% 0.05% 829 0 0.0% Q2 2026 Aug 12, 2026
Evercore Wealth Management, LLC History No change 7,242 267 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 14, 2026
Raub Brock Capital Management LP History No change 7,229 266 0.07% 0.07% 831 0 0.0% Q2 2026 Jul 14, 2026
Peak Asset Management, LLC History No change 7,212 265 0.04% 0.04% 832 0 0.0% Q2 2026 Aug 13, 2026
Aull & Monroe Investment Management Corp History No change 7,178 264 0.11% 0.11% 833 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 7,600 262 0.04% 0.04% 835 +454 6.35% Q3 2026 Oct 08, 2026
Legacy Financial Strategies, LLC History No change 7,116 262 0.04% 0.04% 834 0 0.0% Q2 2026 Jul 21, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 7,097 261 0.16% 0.16% 836 0 0.0% Q2 2026 Jul 28, 2026
Revisor Wealth Management LLC History No change 7,084 261 0.06% 0.06% 837 0 0.0% Q2 2026 Jul 21, 2026
OPTIMA CAPITAL LLC History No change 7,104 261 0.1% 0.1% 838 0 0.0% Q2 2026 Jul 24, 2026
Topsail Wealth Management, LLC History No change 7,079 260 0.03% 0.03% 839 0 0.0% Q2 2026 Aug 13, 2026
Human Investing LLC History No change 6,986 257 0.03% 0.03% 840 0 0.0% Q2 2026 Jul 21, 2026
HARTLINE INVESTMENT CORP/ History No change 6,958 256 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD ADVISERS INC History No change 6,930 255 0.0% 0.0% 842 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 6,906 254 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 6,910 254 0.01% 0.01% 844 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 6,868 253 0.0% 0.0% 845 0 0.0% Q2 2026 Aug 03, 2026
Carnegie Investment Counsel History No change 6,874 253 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 30, 2026
Glaxis Capital Management, LLC History No change 6,864 253 0.51% 0.51% 847 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Counsel, LLC History No change 6,881 253 0.03% 0.03% 848 0 0.0% Q2 2026 Jul 15, 2026
Horst & Graben Wealth Management LLC History No change 6,939 252 0.03% 0.03% 849 0 0.0% Q2 2026 Jul 22, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 7,373 250 0.07% 0.08% 851 +5 0.07% Q3 2026 Oct 08, 2026
Joel Isaacson & Co., LLC History No change 6,790 250 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 6,773 249 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 09, 2026
Portus Wealth Advisors, LLC History No change 6,768 249 0.2% 0.2% 853 0 0.0% Q2 2026 Jul 21, 2026
HT Partners LLC History No change 6,743 248 0.07% 0.07% 854 0 0.0% Q2 2026 Jul 16, 2026
Rock Point Advisors, LLC History No change 6,698 246 0.06% 0.06% 855 0 0.0% Q2 2026 Aug 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 6,683 246 0.02% 0.02% 856 0 0.0% Q2 2026 Jul 22, 2026
SAX WEALTH ADVISORS, LLC History No change 7,938 245 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 09, 2026
Sun Financial Inc History No change 6,841 245 0.12% 0.12% 858 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 6,642 244 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 05, 2026
Chesley Taft & Associates LLC History No change 6,645 244 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 08, 2026
CJM Wealth Advisers, Ltd. History No change 6,618 244 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 17, 2026
Gambit Capital Management, LLC History No change 6,598 243 0.14% 0.14% 862 0 0.0% Q2 2026 Aug 11, 2026
Financial Designs Corp History No change 7,116 242 0.12% 0.14% 863 0 0.0% Q3 2026 Oct 08, 2026
Inman Jager Wealth Management, LLC History No change 6,577 242 0.13% 0.13% 864 0 0.0% Q2 2026 Aug 07, 2026
TECTONIC ADVISORS LLC History No change 6,514 240 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 15, 2026
N.E.W. Advisory Services LLC History No change 6,506 239 0.02% 0.02% 866 0 0.0% Q2 2026 Aug 06, 2026
FAIRFIELD, BUSH & CO. History No change 6,423 236 0.12% 0.12% 867 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 6,414 236 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 06, 2026
TruNorth Capital Management, LLC History No change 6,421 236 0.04% 0.04% 869 0 0.0% Q2 2026 Jul 23, 2026
Capital Group Private Client Services, Inc. History No change 6,404 236 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 6,407 236 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 03, 2026
Purus Wealth Management, LLC History No change 6,379 235 0.06% 0.06% 872 0 0.0% Q2 2026 Jul 13, 2026
WEALTHGARDEN F.S. LLC History No change 6,386 235 0.13% 0.13% 873 0 0.0% Q2 2026 Jul 31, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 6,843 232 0.0% 0.0% 874 0 0.0% Q3 2026 Oct 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,293 232 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 23, 2026
Walkner Condon Financial Advisors LLC History No change 6,254 230 0.03% 0.03% 876 0 0.0% Q2 2026 Jul 27, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History No change 6,251 230 0.11% 0.11% 877 0 0.0% Q2 2026 Jul 21, 2026
Gainplan LLC History Added to 6,753 229 0.09% 0.1% 879 +7 0.1% Q3 2026 Oct 08, 2026
CALTON & ASSOCIATES, INC. History No change 6,219 229 0.03% 0.03% 878 0 0.0% Q2 2026 Aug 10, 2026
Pflug Koory, LLC History No change 6,226 229 0.09% 0.09% 880 0 0.0% Q2 2026 Jul 21, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 6,195 228 0.08% 0.08% 881 0 0.0% Q2 2026 Aug 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 6,630 225 0.02% 0.02% 882 0 0.0% Q3 2026 Oct 07, 2026
BALLAST ADVISORS LLC History No change 6,124 225 0.05% 0.05% 883 0 0.0% Q2 2026 Aug 12, 2026
Arlington Financial Advisors, LLC History No change 6,062 223 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 22, 2026
Round Rock Advisors LLC History No change 6,062 223 0.03% 0.03% 885 0 0.0% Q2 2026 Aug 12, 2026
Madrid Wealth Management, LLC History No change 6,031 222 0.15% 0.15% 886 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 5,989 220 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 14, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 5,969 220 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 16, 2026
tru Independence LLC History No change 5,971 220 0.1% 0.1% 889 0 0.0% Q2 2026 Aug 10, 2026
Investment Partners Asset Management, Inc. History No change 6,450 219 0.12% 0.13% 890 0 0.0% Q3 2026 Oct 08, 2026
Kathmere Capital Management, LLC History No change 5,934 218 0.01% 0.01% 891 0 0.0% Q2 2026 Jul 29, 2026
Arnold Financial Planning LLC History No change 5,895 217 0.16% 0.16% 892 0 0.0% Q2 2026 Jul 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,863 216 0.0% 0.0% 893 0 0.0% Q2 2026 Aug 10, 2026
Essex Bank History No change 5,819 214 0.05% 0.05% 894 0 0.0% Q2 2026 Jul 23, 2026
Thayer Partners, LLC / MA History No change 5,827 214 0.09% 0.09% 895 0 0.0% Q2 2026 Jul 31, 2026
Triad Wealth Partners, LLC History No change 6,042 213 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 10, 2026
Souders Financial Advisors History No change 5,758 212 0.02% 0.02% 897 0 0.0% Q2 2026 Aug 05, 2026
Compass Wealth Management, LLC/GA History No change 5,755 212 0.08% 0.08% 898 0 0.0% Q2 2026 Jul 21, 2026
Stone Summit Wealth LLC History No change 5,749 211 0.05% 0.05% 899 0 0.0% Q2 2026 Jul 23, 2026
Three Magnolias Financial Advisors, LLC History No change 5,705 210 0.12% 0.12% 900 0 0.0% Q2 2026 Jul 31, 2026
Fortis Group Advisors, LLC History No change 5,673 209 0.03% 0.03% 901 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 5,640 208 0.0% 0.0% 902 0 0.0% Q2 2026 Aug 05, 2026
Phocas Financial Corp. History No change 5,637 207 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 30, 2026
Penobscot Investment Management Company, Inc. History No change 5,610 206 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 5,612 206 0.01% 0.01% 905 0 0.0% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 5,586 205 0.03% 0.03% 906 0 0.0% Q2 2026 Jul 24, 2026
Mayfair Advisory Group, LLC History No change 5,863 205 0.06% 0.06% 907 0 0.0% Q2 2026 Aug 11, 2026
Intrua Financial, LLC History No change 5,546 204 0.02% 0.02% 908 0 0.0% Q2 2026 Jul 24, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 5,508 203 0.03% 0.03% 909 0 0.0% Q2 2026 Aug 12, 2026
Smith Salley Wealth Management History No change 5,524 203 0.01% 0.01% 910 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 5,531 203 0.03% 0.03% 911 0 0.0% Q2 2026 Jul 24, 2026
UNIQUE WEALTH, LLC History No change 5,514 203 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 21, 2026
DUNCKER STREETT & CO INC History No change 5,426 200 0.03% 0.03% 913 0 0.0% Q2 2026 Jul 28, 2026
Fairman Group, LLC History No change 5,188 191 0.15% 0.15% 914 0 0.0% Q2 2026 Aug 04, 2026
NWK Group, Inc. History No change 5,137 189 0.06% 0.06% 915 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History No change 5,115 174 0.04% 0.04% 916 0 0.0% Q3 2026 Oct 06, 2026
ASSETMARK, INC History No change 4,617 170 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 30, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 4,593 169 0.03% 0.03% 918 0 0.0% Q2 2026 Jul 14, 2026
SIGNATUREFD, LLC History No change 4,247 156 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 23, 2026
Evolution Advisers, Inc. History No change 4,191 154 0.06% 0.06% 920 0 0.0% Q2 2026 Jul 31, 2026
BOKF, NA History No change 4,149 152 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 10, 2026
Coastline Trust Co History No change 4,315 146 0.01% 0.01% 922 0 0.0% Q3 2026 Oct 01, 2026
Palouse Capital Management, Inc. History No change 3,952 145 0.09% 0.09% 923 0 0.0% Q2 2026 Jul 08, 2026
Davis Capital Management History Reduced 4,254 144 0.09% 0.1% 924 -360 -7.8% Q3 2026 Oct 08, 2026
Steigerwald, Gordon & Koch Inc. History No change 3,900 143 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 3,837 141 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 06, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,815 140 0.04% 0.04% 927 0 0.0% Q2 2026 Jul 16, 2026
Cassaday & Co Wealth Management LLC History No change 3,768 138 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 10, 2026
SYM FINANCIAL Corp History No change 3,679 135 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 04, 2026
Bellecapital International Ltd. History No change 3,640 134 0.02% 0.02% 930 0 0.0% Q2 2026 Jul 22, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 3,960 134 0.09% 0.1% 931 0 0.0% Q3 2026 Oct 07, 2026
Smartleaf Asset Management LLC History No change 3,534 128 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 4,065 125 0.09% 0.09% 933 0 0.0% Q2 2026 Sep 17, 2026
Golden State Wealth Management, LLC History No change 3,414 125 0.01% 0.01% 934 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 3,326 122 0.02% 0.02% 935 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 3,082 113 0.05% 0.05% 936 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 3,035 111 0.01% 0.01% 937 0 0.0% Q2 2026 Aug 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,000 110 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 3,000 110 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 10, 2026
Arlington Trust Co LLC History No change 3,000 110 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 07, 2026
Strategic Wealth Partners, Ltd. History No change 2,905 107 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 12, 2026
MidFirst Bank History No change 2,926 107 0.01% 0.01% 942 0 0.0% Q2 2026 Aug 07, 2026
Morton Brown Family Wealth, LLC History No change 2,880 106 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 21, 2026
Fairway Wealth LLC History No change 2,823 104 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 24, 2026
Bulwark Capital Corp History No change 2,683 98 0.06% 0.06% 945 0 0.0% Q2 2026 Jul 06, 2026
UMB Bank, n.a. History No change 2,604 96 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Investment Management History No change 2,550 94 0.03% 0.03% 947 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 2,530 93 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 08, 2026
Wilmington Savings Fund Society, FSB History No change 2,400 88 0.0% 0.0% 949 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,373 86 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, Inc. History No change 2,307 85 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 10, 2026
Oakworth Capital, Inc. History No change 2,322 84 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 2,245 83 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 12, 2026
REAP Financial Group, LLC History No change 2,262 83 0.01% 0.01% 954 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History Added to 2,316 78 0.0% 0.0% 955 +2,243 3072.6% Q3 2026 Oct 08, 2026
FIRST COMMUNITY TRUST NA History No change 2,266 77 0.03% 0.04% 956 0 0.0% Q3 2026 Oct 07, 2026
CENTRAL TRUST Co History No change 2,019 74 0.0% 0.0% 957 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,992 73 0.0% 0.0% 958 0 0.0% Q2 2026 Jul 28, 2026
Millstone Evans Group, LLC History No change 2,004 73 0.04% 0.04% 959 0 0.0% Q2 2026 Aug 11, 2026
Hickory Point Bank & Trust History No change 2,145 72 0.04% 0.05% 960 0 0.0% Q3 2026 Oct 01, 2026
CITIGROUP INC History No change 1,899 70 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,865 69 0.0% 0.0% 962 0 0.0% Q2 2026 Aug 13, 2026
Frankly Finances, LLC History No change 1,890 69 0.05% 0.05% 963 0 0.0% Q2 2026 Jul 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,854 68 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 29, 2026
Vermillion Wealth Management, Inc. History No change 1,811 66 0.02% 0.02% 965 0 0.0% Q2 2026 Jul 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 1,925 65 0.04% 0.05% 967 +25 1.32% Q3 2026 Oct 09, 2026
WEBSTER BANK, N. A. History No change 1,780 65 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Asset Management, LLC History No change 1,700 62 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 11, 2026
Finley Financial, LLC History No change 1,668 61 0.02% 0.02% 969 0 0.0% Q2 2026 Jul 08, 2026
GLENMEDE TRUST CO NA History No change 1,642 60 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 1,630 60 0.01% 0.01% 971 0 0.0% Q2 2026 Jul 09, 2026
North Star Investment Management Corp. History No change 1,612 59 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,466 54 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 17, 2026
Tidemark, LLC History No change 1,476 54 0.01% 0.01% 974 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 1,453 53 0.0% 0.0% 975 0 0.0% Q2 2026 Jul 21, 2026
DecisionPoint Financial, LLC History No change 1,430 52 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 05, 2026
Manchester Capital Management LLC History No change 1,391 51 0.01% 0.01% 977 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 1,399 51 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 1,377 50 0.0% 0.0% 979 0 0.0% Q2 2026 Jul 29, 2026
Tradewinds Capital Management, LLC History No change 1,344 49 0.01% 0.01% 980 0 0.0% Q2 2026 Jul 23, 2026
Creative Capital Management Investments LLC History No change 1,337 49 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 24, 2026
Glassman Wealth Services History No change 1,302 48 0.01% 0.01% 982 0 0.0% Q2 2026 Aug 05, 2026
Roxbury Financial LLC History No change 1,350 45 0.03% 0.04% 983 0 0.0% Q3 2026 Oct 01, 2026
Colonial Trust Co / SC History No change 1,184 43 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 11, 2026
Atomic Invest LLC History No change 1,183 43 0.0% 0.0% 985 0 0.0% Q2 2026 Sep 25, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,136 41 0.0% 0.0% 986 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 1,126 41 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 1,089 40 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 14, 2026
Providence Capital Advisors, LLC History No change 1,073 39 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 11, 2026
Blume Capital Management, Inc. History No change 1,050 38 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 27, 2026
Basepoint Wealth LLC History No change 951 35 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 947 34 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 934 34 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 894 32 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 21, 2026
ATWOOD & PALMER INC History Added to 901 30 0.0% 0.0% 995 +4 0.45% Q3 2026 Oct 08, 2026
TIAA Wealth Investment Management LLC History No change 828 30 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 791 29 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 810 29 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 12, 2026
Acumen Wealth Advisors, LLC History No change 766 28 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 03, 2026
Comprehensive Financial Planning, Inc./PA History No change 779 28 0.01% 0.01% 1000 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 767 28 0.02% 0.02% 1001 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 739 27 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Trust, LLC History No change 723 26 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 06, 2026
Nalls Sherbakoff Group, LLC History No change 697 25 0.02% 0.02% 1004 0 0.0% Q2 2026 Aug 17, 2026
GW&K Investment Management, LLC History No change 637 23 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 642 23 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 591 21 0.0% 0.0% 1007 0 0.0% Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 572 21 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 21, 2026
JNBA Financial Advisors History No change 585 21 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 587 21 0.01% 0.01% 1010 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 600 21 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 540 20 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 18, 2026
Grey Ledge Advisors, LLC History No change 527 19 0.0% 0.0% 1013 0 0.0% Q2 2026 Jul 27, 2026
JDM Financial Group LLC History No change 517 19 0.01% 0.01% 1014 0 0.0% Q2 2026 Aug 17, 2026
1 NORTH WEALTH SERVICES LLC History No change 475 17 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 03, 2026
Cordgrass Capital Advisors, LLC History No change 480 17 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 06, 2026
Barnes Dennig Private Wealth Management LLC History No change 487 17 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 15, 2026
PlanVest Financial, Inc History No change 478 17 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 448 16 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 450 16 0.0% 0.0% 1020 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 450 16 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 10, 2026
Dunhill Financial, LLC History No change 411 15 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 426 15 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History New 422 14 0.0% — 1026 +422 New Q3 2026 Oct 05, 2026
TOMPKINS FINANCIAL CORP History Added to 420 14 0.0% 0.0% 1024 +67 18.98% Q3 2026 Oct 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 393 14 0.0% 0.0% 1025 0 0.0% Q2 2026 Jul 23, 2026
POM Investment Strategies, LLC History No change 375 13 0.01% 0.01% 1027 0 0.0% Q2 2026 Jul 30, 2026
RHL GROUP, LLC History No change 357 13 0.01% 0.01% 1028 0 0.0% Q2 2026 Aug 03, 2026
Horrell Capital Management, Inc. History No change 360 12 0.01% 0.01% 1029 0 0.0% Q3 2026 Oct 08, 2026
Triumph Capital Management History No change 333 12 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 20, 2026
Peachtree Investment Partners, LLC History No change 346 12 0.0% 0.0% 1031 0 0.0% Q2 2026 Aug 06, 2026
VALLEY WEALTH MANAGERS, INC. History No change 340 11 0.0% 0.0% 1032 0 0.0% Q3 2026 Oct 09, 2026
Salomon & Ludwin, LLC History No change 309 11 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 262 10 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 30, 2026
BOK Financial Private Wealth, Inc. History No change 273 10 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 295 10 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 279 10 0.0% 0.0% 1037 0 0.0% Q2 2026 Jul 30, 2026
Cherry Tree Wealth Management, LLC History No change 297 10 0.0% 0.0% 1038 0 0.0% Q2 2026 Sep 15, 2026
Keating Financial Advisory Services, Inc. History No change 294 10 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 245 9 0.0% 0.0% 1040 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Private Wealth, LLC History No change 220 8 0.0% 0.0% 1041 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 200 7 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 204 7 0.0% 0.0% 1043 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 168 6 0.0% 0.0% 1044 0 0.0% Q2 2026 Jul 21, 2026
SIMPLEX TRADING, LLC History No change 158 5 0.0% 0.0% 1045 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 150 5 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 27, 2026
Cypress Capital Management LLC (WY) History No change 141 5 0.0% 0.0% 1047 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 163 5 0.0% 0.0% 1048 0 0.0% Q2 2026 Jul 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 132 4 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 05, 2026
Towne Trust Company, N.A History No change 126 4 0.0% 0.0% 1050 0 0.0% Q2 2026 Jul 30, 2026
Cheviot Value Management, LLC History No change 108 3 0.0% 0.0% 1051 0 0.0% Q2 2026 Aug 06, 2026
Financial Network Wealth Advisors LLC History No change 102 3 0.0% 0.0% 1052 0 0.0% Q2 2026 Jul 29, 2026
Hanson & Doremus Investment Management History No change 54 2 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 29, 2026
WealthShield Partners, LLC History No change 65 2 0.0% 0.0% 1054 0 0.0% Q2 2026 Aug 12, 2026
EPG Wealth Management LLC History No change 81 2 0.0% 0.0% 1055 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 81 2 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 72 2 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 21, 2026
Graney & King, LLC History No change 66 2 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 07, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 76 2 0.0% 0.0% 1059 0 0.0% Q2 2026 Jul 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 46 1 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 08, 2026
Pacific Center for Financial Services History No change 39 1 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 05, 2026
TUCKER ASSET MANAGEMENT LLC History No change 36 1 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 27, 2026
Talon Private Wealth, LLC History No change 34 1 0.0% 0.0% 1063 0 0.0% Q2 2026 Sep 11, 2026
Central Pacific Bank - Trust Division History No change 57 1 0.0% 0.0% 1064 0 0.0% Q3 2026 Oct 05, 2026
Rossby Financial, LCC History No change 35 1 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 04, 2026
Wilkerson Advisory Group LLC History No change 52 1 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 21, 2026
Networth Advisors, LLC History No change 36 1 0.0% 0.0% 1067 0 0.0% Q2 2026 Jul 22, 2026
Worth Asset Management, LLC History Closed out 0 0 — 0.23% — -19,849 -100.0% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 08, 2026
Trust Co History Added to 26 0 — — — +4 18.18% Q3 2026 Oct 09, 2026
HOWE & RUSLING INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Addison Advisors LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 6 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Kilter Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
BLUELINE ADVISORS LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
NorthAvenue LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 21, 2026