SCHWAB STRATEGIC TRUST - SCHX

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
US BANCORP \DE\ History No change 172,215,422 5,068,299 5.53% 5.53% 1 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 81,513,814 2,398,951 1.4% 1.4% 2 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 38,698,661 1,138,901 8.43% 8.43% 3 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 37,819,350 1,113,023 0.59% 0.59% 4 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 35,214,246 1,069,104 20.27% 20.27% 5 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 32,299,151 950,564 0.84% 0.84% 6 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 28,627,429 842,505 1.42% 1.42% 7 0 0.0% Q2 2026 Aug 14, 2026
SAGE FINANCIAL GROUP INC History No change 23,002,052 676,950 37.5% 37.5% 8 0 0.0% Q2 2026 Jul 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 20,363,006 599,283 0.92% 0.92% 9 0 0.0% Q2 2026 Aug 13, 2026
Diversified Enterprises, LLC History No change 18,816,940 553,782 26.79% 26.79% 10 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 18,504,081 544,577 0.66% 0.66% 11 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 13,950,292 410,557 0.4% 0.4% 12 0 0.0% Q2 2026 Aug 05, 2026
Koss-Olinger Consulting, LLC History No change 12,808,366 376,950 29.03% 29.03% 13 0 0.0% Q2 2026 Aug 10, 2026
Jupiter Topco LLC History No change 12,782,146 376,178 0.15% 0.15% 14 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 11,231,423 334,022 0.56% 0.56% 15 0 0.0% Q2 2026 Jul 15, 2026
McAdam, LLC History No change 10,922,591 321,451 12.42% 12.42% 16 0 0.0% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History No change 10,429,473 306,939 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 10,313,474 303,525 0.32% 0.32% 18 0 0.0% Q2 2026 Aug 13, 2026
Norinchukin Bank, The History No change 10,180,000 299,597 2.92% 2.92% 19 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 9,978,048 293,653 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,672,309 284,656 0.35% 0.35% 21 0 0.0% Q2 2026 Aug 19, 2026
MORGAN STANLEY History No change 8,847,214 260,373 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 8,704,919 256,185 2.48% 2.48% 23 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 8,562,609 251,997 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 07, 2026
Fund Evaluation Group, LLC History No change 8,405,541 247,375 6.68% 6.68% 25 0 0.0% Q2 2026 Aug 07, 2026
JMG Financial Group, Ltd. History No change 8,334,300 245,278 5.93% 5.93% 26 0 0.0% Q2 2026 Jul 31, 2026
Kohmann Bosshard Financial Services, LLC History No change 7,904,940 232,642 19.74% 19.74% 27 0 0.0% Q2 2026 Jul 14, 2026
Beacon Pointe Advisors, LLC History No change 7,813,084 229,939 1.07% 1.07% 28 0 0.0% Q2 2026 Aug 18, 2026
Farther Finance Advisors, LLC History Added to 7,460,996 223,829 1.58% 1.36% 29 +1,521,618 25.62% Q3 2026 Oct 08, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 7,333,245 215,817 1.61% 1.61% 30 0 0.0% Q2 2026 Aug 05, 2026
SigFig Wealth Management, LLC History Added to 6,835,181 205,055 5.12% 1.62% 31 +4,743,566 226.79% Q3 2026 Oct 07, 2026
ASSETMARK, INC History No change 6,626,112 195,006 0.34% 0.34% 32 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 6,026,096 177,347 0.25% 0.25% 33 0 0.0% Q2 2026 Aug 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,492,353 161,639 1.18% 1.18% 34 0 0.0% Q2 2026 Jul 23, 2026
Apriem Advisors History No change 5,419,045 159,482 13.81% 13.81% 35 0 0.0% Q2 2026 Aug 14, 2026
Northwest Quadrant Wealth Management, LLC History No change 5,365,862 157,917 29.24% 29.24% 36 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 5,266,972 155,006 17.25% 17.25% 37 0 0.0% Q2 2026 Jul 23, 2026
BlueSky Wealth Advisors, LLC History No change 4,853,947 142,851 16.55% 16.55% 38 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 5,054,516 139,444 0.41% 0.41% 39 0 0.0% Q2 2026 Aug 10, 2026
Orgel Wealth Management, LLC History No change 4,658,623 137,103 2.6% 2.6% 40 0 0.0% Q2 2026 Jul 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,515,858 132,901 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,524,404 130,431 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,324,345 127,265 0.03% 0.03% 43 0 0.0% Q2 2026 Sep 23, 2026
Charles Schwab Trust Co History No change 4,238,294 124,732 6.96% 6.96% 44 0 0.0% Q2 2026 Jul 10, 2026
BlackRock, Inc. History No change 4,231,409 124,530 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 07, 2026
FSA Investment Group, LLC History Added to 4,079,255 122,377 38.96% 38.79% 46 +21,159 0.52% Q3 2026 Oct 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 4,135,021 121,693 12.53% 12.53% 47 0 0.0% Q2 2026 Jul 27, 2026
Steele Capital Management, Inc. History No change 4,110,047 121,070 4.46% 4.46% 48 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 3,967,273 116,756 0.76% 0.76% 49 0 0.0% Q2 2026 Sep 08, 2026
GREENWOOD GEARHART LLC History No change 3,709,621 109,174 5.08% 5.08% 50 0 0.0% Q2 2026 Jul 24, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 3,695,022 108,744 14.22% 14.22% 51 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Partners, LLC History No change 3,567,346 104,986 12.71% 12.71% 52 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 3,508,251 103,249 0.12% 0.12% 53 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,438,152 100,428 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 12, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 3,349,904 98,587 30.48% 30.48% 55 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Wealth History No change 3,325,591 97,870 0.1% 0.1% 56 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 3,302,982 97,206 1.07% 1.07% 57 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History No change 3,146,255 92,594 0.52% 0.52% 58 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 3,142,065 92,470 0.35% 0.35% 59 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 3,116,813 91,727 1.41% 1.41% 60 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 2,915,059 85,790 0.59% 0.59% 61 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,883,294 84,853 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,849,825 83,870 4.71% 4.71% 63 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 2,840,786 83,604 0.46% 0.46% 64 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,837,324 83,502 0.19% 0.19% 65 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 2,810,536 82,714 0.3% 0.3% 66 0 0.0% Q2 2026 Aug 14, 2026
Financial Solutions Advisory Group, Inc. History No change 2,684,047 79,528 10.06% 10.06% 67 0 0.0% Q2 2026 Jul 13, 2026
Baker Avenue Asset Management, LP History No change 2,679,586 78,860 1.49% 1.49% 68 0 0.0% Q2 2026 Jul 28, 2026
Standpoint Asset Management, LLC History No change 2,564,300 75,467 15.82% 15.82% 69 0 0.0% Q2 2026 Jul 23, 2026
NewSquare Capital LLC History No change 2,448,108 72,047 5.33% 5.33% 70 0 0.0% Q2 2026 Jul 28, 2026
CacheTech Inc. History No change 2,417,905 71,158 11.52% 11.52% 71 0 0.0% Q2 2026 Aug 11, 2026
Berger Financial Group, Inc History No change 2,326,585 68,471 3.5% 3.5% 72 0 0.0% Q2 2026 Aug 04, 2026
Alliance Wealth Management Group History No change 2,222,715 65,414 12.73% 12.73% 73 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 2,222,715 65,414 9.12% 9.12% 74 0 0.0% Q2 2026 Aug 03, 2026
Adams Wealth Management History No change 2,205,832 64,917 12.43% 12.43% 75 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Management, LLC History No change 2,158,489 63,524 3.32% 3.32% 76 0 0.0% Q2 2026 Jul 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,110,527 62,112 6.9% 6.9% 77 0 0.0% Q2 2026 Jul 29, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,101,313 61,841 7.25% 7.25% 78 0 0.0% Q2 2026 Jul 21, 2026
Financial Management Professionals, Inc. History No change 2,059,466 60,607 5.75% 5.75% 79 0 0.0% Q2 2026 Jul 09, 2026
Modern Wealth Management, LLC History No change 2,055,084 60,481 0.72% 0.72% 80 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,977,125 58,186 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 1,949,461 57,372 0.73% 0.73% 82 0 0.0% Q2 2026 Aug 14, 2026
Scarborough Advisors, LLC History No change 1,938,737 56,630 6.5% 6.5% 83 0 0.0% Q2 2026 Jul 21, 2026
Red Door Wealth Management, LLC History No change 1,920,120 56,509 5.16% 5.16% 84 0 0.0% Q2 2026 Jul 13, 2026
Chicago Partners Investment Group LLC History No change 1,926,721 56,048 1.12% 1.12% 85 0 0.0% Q2 2026 Jul 29, 2026
WELLS FARGO & COMPANY/MN History No change 1,890,475 55,636 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 1,890,085 55,625 0.71% 0.71% 87 0 0.0% Q2 2026 Aug 05, 2026
Bangor Savings Bank History Reduced 1,840,777 55,223 4.21% 4.51% 88 -242,304 -11.63% Q3 2026 Oct 06, 2026
IMA Advisory Services, Inc. History No change 1,869,009 55,004 3.44% 3.44% 89 0 0.0% Q2 2026 Aug 10, 2026
APPLETON PARTNERS INC/MA History No change 1,863,107 54,831 3.36% 3.36% 90 0 0.0% Q2 2026 Jul 21, 2026
Visionary Wealth Advisors History No change 1,845,188 54,303 2.14% 2.14% 91 0 0.0% Q2 2026 Aug 13, 2026
RKL Wealth Management LLC History No change 1,839,227 54,128 4.31% 4.31% 92 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,820,534 53,596 0.3% 0.3% 93 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 1,819,857 53,558 0.72% 0.72% 94 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 1,806,061 53,152 0.06% 0.06% 95 0 0.0% Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History No change 1,791,575 52,726 22.53% 22.53% 96 0 0.0% Q2 2026 Jul 17, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 1,766,011 51,973 6.4% 6.4% 97 0 0.0% Q2 2026 Jul 20, 2026
Courage Miller Partners, LLC History No change 1,731,183 50,948 13.44% 13.44% 98 0 0.0% Q2 2026 Jul 23, 2026
Cetera Investment Advisers History No change 1,695,460 49,897 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS iM, LLC History No change 1,620,780 47,699 16.27% 16.27% 100 0 0.0% Q2 2026 Jul 22, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,613,952 47,498 23.72% 23.72% 101 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History No change 1,582,395 46,569 5.21% 5.21% 102 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 1,581,714 46,549 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Ascension Capital Advisors, Inc. History No change 1,562,090 45,972 12.91% 12.91% 104 0 0.0% Q2 2026 Jul 27, 2026
Newman Dignan & Sheerar, Inc. History No change 1,559,413 45,893 8.78% 8.78% 105 0 0.0% Q2 2026 Jul 14, 2026
FMR LLC History No change 1,557,230 45,829 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 1,449,840 44,365 0.56% 0.04% 107 +1,342,936 1256.21% Q3 2026 Oct 08, 2026
Matrix Trust Co History Reduced 1,463,791 43,914 6.39% 6.25% 108 -1,027 -0.07% Q3 2026 Oct 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,481,699 43,606 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 1,467,168 43,178 0.25% 0.25% 110 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 1,463,705 43,076 0.96% 0.96% 111 0 0.0% Q2 2026 Jul 28, 2026
D.B. Root & Company, LLC History No change 1,450,411 42,685 9.07% 9.07% 112 0 0.0% Q2 2026 Aug 13, 2026
Foster Victor Wealth Advisors, LLC History No change 1,434,875 42,515 2.23% 2.23% 113 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 1,646,061 42,297 0.7% 0.7% 114 0 0.0% Q2 2026 Aug 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,434,461 42,216 3.97% 3.97% 115 0 0.0% Q2 2026 Aug 05, 2026
VALICENTI ADVISORY SERVICES INC History No change 1,428,237 42,033 7.93% 7.93% 116 0 0.0% Q2 2026 Jul 16, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,421,890 41,846 12.83% 12.83% 117 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 1,418,231 41,738 0.87% 0.87% 118 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,414,749 41,636 0.05% 0.05% 119 0 0.0% Q2 2026 Jul 29, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 1,407,284 41,416 13.58% 13.58% 120 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 1,384,788 40,754 0.2% 0.2% 121 0 0.0% Q2 2026 Jul 17, 2026
Modera Wealth Management, LLC History No change 1,375,086 40,468 0.43% 0.43% 122 0 0.0% Q2 2026 Aug 03, 2026
Sherwood Financial Partners, LLC History No change 1,369,520 40,304 32.44% 32.44% 123 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 1,354,713 39,869 1.13% 1.13% 124 0 0.0% Q2 2026 Jul 07, 2026
Main Street Financial Solutions, LLC History No change 1,332,666 39,220 2.52% 2.52% 125 0 0.0% Q2 2026 Aug 07, 2026
Bernard Wealth Management Corp. History No change 1,323,557 38,952 14.36% 14.36% 126 0 0.0% Q2 2026 Aug 21, 2026
Perigon Wealth Management, LLC History No change 1,317,599 38,776 0.61% 0.61% 127 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 1,311,273 38,590 1.26% 1.26% 128 0 0.0% Q2 2026 Jul 31, 2026
Ashford Advisors, LLC History No change 1,297,442 38,183 7.88% 7.88% 129 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 1,275,098 37,526 0.14% 0.14% 130 0 0.0% Q2 2026 Aug 14, 2026
Gleason Group, Inc. History No change 1,264,394 37,211 3.25% 3.25% 131 0 0.0% Q2 2026 Jul 13, 2026
BALLAST ADVISORS LLC History No change 1,259,742 37,074 8.83% 8.83% 132 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,253,083 36,878 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 1,243,602 36,599 4.12% 4.12% 134 0 0.0% Q2 2026 Jul 31, 2026
HRC WEALTH MANAGEMENT, LLC History No change 1,243,601 36,599 14.97% 14.97% 135 0 0.0% Q2 2026 Jul 10, 2026
FPC INVESTMENT ADVISORY, INC. History No change 1,243,751 36,454 17.2% 17.2% 136 0 0.0% Q2 2026 Aug 13, 2026
PINKERTON WEALTH, LLC History No change 1,421,061 36,435 3.13% 3.13% 137 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 1,218,806 35,869 0.03% 0.03% 138 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 1,198,819 35,281 2.09% 2.09% 139 0 0.0% Q2 2026 Jul 27, 2026
Powers Advisory Group, LLC History No change 1,198,097 35,260 11.05% 11.05% 140 0 0.0% Q2 2026 Jul 31, 2026
Anchor Investment Management, LLC History No change 1,193,627 35,128 2.64% 2.64% 141 0 0.0% Q2 2026 Sep 15, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,142,534 33,624 13.36% 13.36% 142 0 0.0% Q2 2026 Jul 14, 2026
True Freedom Investing, LLC History No change 1,309,369 33,572 2.63% 2.63% 143 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 1,137,077 33,464 0.28% 0.28% 144 0 0.0% Q2 2026 Aug 06, 2026
Gordian Advisors LLC History No change 1,098,792 32,337 19.02% 19.02% 145 0 0.0% Q2 2026 Aug 04, 2026
Embree Financial Group History No change 1,076,820 31,690 3.17% 3.17% 146 0 0.0% Q2 2026 Jul 15, 2026
Provident Wealth Management, LLC History No change 1,065,680 31,362 8.07% 8.07% 147 0 0.0% Q2 2026 Aug 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,053,827 31,014 0.45% 0.45% 148 0 0.0% Q2 2026 Jul 14, 2026
Csenge Advisory Group History No change 1,040,628 30,625 1.24% 1.24% 149 0 0.0% Q2 2026 Aug 10, 2026
Ethos Financial Group, LLC History No change 1,046,192 30,140 2.02% 2.02% 150 0 0.0% Q2 2026 Aug 07, 2026
Kelman-Lazarov, Inc. History No change 1,022,937 30,105 3.94% 3.94% 151 0 0.0% Q2 2026 Aug 10, 2026
St. Johns Investment Management Company, LLC History No change 1,003,234 29,525 11.17% 11.17% 152 0 0.0% Q2 2026 Aug 03, 2026
Milestone Investment Advisors LLC History No change 1,001,568 29,476 6.37% 6.37% 153 0 0.0% Q2 2026 Aug 14, 2026
Athena Investment Management History No change 979,866 28,837 17.1% 17.1% 154 0 0.0% Q2 2026 Aug 06, 2026
Destination Wealth Management History No change 975,922 28,721 0.67% 0.67% 155 0 0.0% Q2 2026 Aug 14, 2026
Clearwater Capital Advisors, LLC History No change 971,610 28,594 2.1% 2.1% 156 0 0.0% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History No change 957,478 28,178 0.7% 0.7% 157 0 0.0% Q2 2026 Jul 14, 2026
Sage Financial Management Group, Inc. History No change 950,604 27,976 7.69% 7.69% 158 0 0.0% Q2 2026 Jul 24, 2026
Essex LLC History No change 946,412 27,852 4.23% 4.23% 159 0 0.0% Q2 2026 Jul 24, 2026
GEN Financial Management, INC. History No change 936,352 27,556 16.49% 16.49% 160 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 934,822 27,511 0.3% 0.3% 161 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 925,284 27,231 0.12% 0.12% 162 0 0.0% Q2 2026 Aug 11, 2026
MANCHESTER FINANCIAL INC History No change 904,481 26,618 4.73% 4.73% 163 0 0.0% Q2 2026 Jul 17, 2026
Lutz Financial Services LLC History No change 902,154 26,550 1.62% 1.62% 164 0 0.0% Q2 2026 Aug 05, 2026
Sound View Wealth Advisors Group, LLC History No change 899,798 26,481 1.64% 1.64% 165 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation Strategies LLC History No change 889,541 26,179 4.03% 4.03% 166 0 0.0% Q2 2026 Aug 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 881,010 25,928 1.15% 1.15% 167 0 0.0% Q2 2026 Aug 03, 2026
Alpha Zero LLC History No change 875,489 25,923 9.83% 9.83% 168 0 0.0% Q2 2026 Jul 17, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 879,414 25,881 6.67% 6.67% 169 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History Added to 851,421 25,542 4.49% 4.11% 170 +70,477 9.02% Q3 2026 Oct 07, 2026
Bell Investment Advisors, Inc History No change 866,847 25,511 3.75% 3.75% 171 0 0.0% Q2 2026 Aug 06, 2026
Sprinkle Financial Consultants LLC History Added to 832,529 24,975 9.75% 9.54% 172 +6,267 0.76% Q3 2026 Oct 09, 2026
Ancora Advisors LLC History No change 842,583 24,797 0.48% 0.48% 173 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 836,969 24,632 0.19% 0.19% 174 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 835,375 24,585 1.65% 1.65% 175 0 0.0% Q2 2026 Aug 05, 2026
Canal Capital Management, LLC History No change 825,700 24,300 2.97% 2.97% 176 0 0.0% Q2 2026 Jul 28, 2026
MFA WEALTH ADVISORS, LLC History Added to 808,937 24,268 4.12% 4.04% 177 +2,800 0.35% Q3 2026 Oct 07, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 817,494 24,058 1.62% 1.62% 178 0 0.0% Q2 2026 Jul 24, 2026
White & Co Financial Planning Inc History No change 815,684 24,005 14.87% 14.87% 179 0 0.0% Q2 2026 Jul 15, 2026
Bluespring Wealth Management, LLC History No change 812,249 23,904 0.46% 0.46% 180 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 808,077 23,781 4.72% 4.72% 181 0 0.0% Q2 2026 Jul 10, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 778,611 23,638 14.08% 14.08% 182 0 0.0% Q2 2026 Aug 07, 2026
Family Legacy Financial Solutions, LLC History Added to 784,296 23,528 13.62% 13.63% 183 +24,650 3.24% Q3 2026 Oct 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 795,359 23,407 0.29% 0.29% 184 0 0.0% Q2 2026 Jul 20, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 794,508 23,382 9.73% 9.73% 185 0 0.0% Q2 2026 Jul 20, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 787,200 23,167 0.03% 0.03% 186 0 0.0% Q2 2026 Aug 13, 2026
Black Diamond Financial, LLC History No change 783,753 23,065 2.03% 2.03% 187 0 0.0% Q2 2026 Aug 04, 2026
B & T Capital Management DBA Alpha Capital Management History No change 779,637 22,944 2.98% 2.98% 188 0 0.0% Q2 2026 Aug 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 776,436 22,850 1.77% 1.77% 189 0 0.0% Q2 2026 Jul 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 775,110 22,811 2.84% 2.84% 190 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 773,669 22,769 0.72% 0.72% 191 0 0.0% Q2 2026 Jul 27, 2026
TRUIST FINANCIAL CORP History No change 759,474 22,351 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 756,568 22,265 0.4% 0.4% 193 0 0.0% Q2 2026 Jul 20, 2026
Tortoise Investment Management, LLC History No change 737,656 21,709 1.62% 1.62% 194 0 0.0% Q2 2026 Aug 07, 2026
MCF Advisors LLC History No change 734,780 21,624 0.77% 0.77% 195 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 724,506 21,322 2.13% 2.13% 196 0 0.0% Q2 2026 Jul 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 723,095 21,280 0.27% 0.27% 197 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History No change 713,455 20,996 3.99% 3.99% 198 0 0.0% Q2 2026 Aug 07, 2026
MONEYWISE, INC. History No change 712,622 20,972 7.82% 7.82% 199 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 705,251 20,755 0.13% 0.13% 200 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Planning, LLC History No change 685,039 20,160 4.66% 4.66% 201 0 0.0% Q2 2026 Jul 29, 2026
BCS Wealth Management History No change 679,092 19,985 3.6% 3.6% 202 0 0.0% Q2 2026 Jul 16, 2026
MML INVESTORS SERVICES, LLC History No change 675,879 19,891 0.04% 0.04% 203 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 671,664 19,767 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 665,812 19,594 0.09% 0.09% 205 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 665,051 19,572 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 13, 2026
L2 Asset Management, LLC History No change 659,727 19,415 2.02% 2.02% 207 0 0.0% Q2 2026 Aug 13, 2026
Winthrop Capital Management, LLC History No change 657,605 19,353 4.67% 4.67% 208 0 0.0% Q2 2026 Aug 13, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 656,462 19,319 1.83% 1.83% 209 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 655,172 19,281 0.7% 0.7% 210 0 0.0% Q2 2026 Jul 21, 2026
Equitable Holdings, Inc. History No change 640,469 18,849 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 17, 2026
Transamerica Financial Advisors, LLC History No change 634,091 18,661 1.58% 1.58% 212 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 633,291 18,637 1.84% 1.84% 213 0 0.0% Q2 2026 Jul 09, 2026
Jacobi Capital Management LLC History No change 630,971 18,569 0.91% 0.91% 214 0 0.0% Q2 2026 Jul 31, 2026
NATIONAL BANK OF CANADA /FI/ History No change 629,517 18,514 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 620,591 18,263 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 620,573 18,263 0.38% 0.38% 217 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 611,089 17,984 0.56% 0.56% 218 0 0.0% Q2 2026 Jul 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 609,653 17,942 0.28% 0.28% 219 0 0.0% Q2 2026 Aug 03, 2026
Trinity Legacy Partners, LLC History No change 599,762 17,758 3.55% 3.55% 220 0 0.0% Q2 2026 Jul 24, 2026
Leverty Financial Group, LLC History Added to 590,174 17,705 3.23% 3.3% 221 +13,627 2.36% Q3 2026 Oct 08, 2026
Wilkins Miller Wealth Management, LLC History No change 592,426 17,435 9.59% 9.59% 222 0 0.0% Q2 2026 Jul 21, 2026
Almanack Investment Partners, LLC. History No change 581,404 17,110 2.18% 2.18% 223 0 0.0% Q2 2026 Jul 30, 2026
Blackhawk Capital Partners, LLC History No change 575,233 16,929 5.53% 5.53% 224 0 0.0% Q2 2026 Jul 20, 2026
MinichMacGregor Wealth Management, LLC History No change 574,588 16,910 2.57% 2.57% 225 0 0.0% Q2 2026 Jul 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 557,918 16,420 0.19% 0.19% 226 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 555,541 16,349 7.34% 7.34% 227 0 0.0% Q2 2026 Aug 12, 2026
Arnold Financial Planning LLC History No change 553,571 16,291 12.15% 12.15% 228 0 0.0% Q2 2026 Jul 13, 2026
Savvy Advisors, Inc. History No change 551,255 16,223 0.34% 0.34% 229 0 0.0% Q2 2026 Aug 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 550,784 16,209 1.4% 1.4% 230 0 0.0% Q2 2026 Jul 27, 2026
Caprock Group, LLC History No change 530,918 15,624 0.3% 0.3% 231 0 0.0% Q2 2026 Jul 27, 2026
Allen Capital Group, LLC History No change 530,430 15,610 1.27% 1.27% 232 0 0.0% Q2 2026 Jul 27, 2026
Copper Harbor Investment Advisors, LLC History No change 526,936 15,507 3.28% 3.28% 233 0 0.0% Q2 2026 Jul 23, 2026
GTS FINANCIAL, LLC History No change 628,616 15,363 11.2% 11.2% 234 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 515,189 15,162 0.17% 0.17% 235 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 507,745 14,942 0.38% 0.38% 236 0 0.0% Q2 2026 Aug 07, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 507,326 14,930 0.59% 0.59% 237 0 0.0% Q2 2026 Aug 18, 2026
CoreCap Advisors, LLC History Reduced 496,766 14,903 0.43% 0.47% 238 -45,762 -8.43% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 502,776 14,797 0.2% 0.2% 239 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Consulting LLC History No change 502,683 14,793 10.04% 10.04% 240 0 0.0% Q2 2026 Aug 06, 2026
Councilor Wealth, LLC History Reduced 492,486 14,774 6.09% 6.2% 241 -28,342 -5.44% Q3 2026 Oct 09, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 499,222 14,692 6.2% 6.2% 242 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 498,019 14,656 1.33% 1.33% 243 0 0.0% Q2 2026 Aug 07, 2026
Elite Life Management LLC History No change 480,523 14,588 17.08% 17.08% 244 0 0.0% Q2 2026 Aug 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 490,607 14,438 0.69% 0.69% 245 0 0.0% Q2 2026 Jul 23, 2026
KEYVANTAGE WEALTH, LLC History No change 474,745 13,971 5.28% 5.28% 246 0 0.0% Q2 2026 Aug 11, 2026
American Money Management, LLC History No change 473,160 13,925 1.99% 1.99% 247 0 0.0% Q2 2026 Aug 13, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 467,675 13,763 3.0% 3.0% 248 0 0.0% Q2 2026 Aug 11, 2026
Global Endowment Management, LP History No change 465,798 13,708 1.39% 1.39% 249 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 463,013 13,626 0.29% 0.29% 250 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 457,932 13,476 0.29% 0.29% 251 0 0.0% Q2 2026 Aug 14, 2026
Enclave Advisors LLC History No change 456,688 13,440 1.7% 1.7% 252 0 0.0% Q2 2026 Jul 14, 2026
Tradewinds Capital Management, LLC History No change 454,027 13,362 2.38% 2.38% 253 0 0.0% Q2 2026 Jul 23, 2026
Strategic Equity Management History No change 452,692 13,322 4.47% 4.47% 254 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 446,768 13,148 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 11, 2026
Morling Financial Advisors, LLC History No change 445,652 13,115 3.64% 3.64% 256 0 0.0% Q2 2026 Aug 06, 2026
PFG Advisors History No change 437,209 12,867 0.65% 0.65% 257 0 0.0% Q2 2026 Jul 16, 2026
CAP Partners, LLC History No change 435,396 12,813 6.27% 6.27% 258 0 0.0% Q2 2026 Jul 30, 2026
Brand Asset Management Group, Inc. History No change 435,333 12,811 2.83% 2.83% 259 0 0.0% Q2 2026 Aug 12, 2026
Yanni & Associates Investment Advisors, LLC History No change 433,561 12,759 11.77% 11.77% 260 0 0.0% Q2 2026 Jul 08, 2026
Farrell Financial LLC History No change 433,179 12,748 6.89% 6.89% 261 0 0.0% Q2 2026 Jul 10, 2026
Apollon Wealth Management, LLC History No change 431,498 12,698 0.15% 0.15% 262 0 0.0% Q2 2026 Jul 22, 2026
Frisco Financial Planning LLC History Reduced 423,211 12,696 9.88% 9.55% 263 -7,391 -1.72% Q3 2026 Oct 05, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 429,373 12,636 2.94% 2.94% 264 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 420,327 12,609 0.35% 0.34% 265 -2,899 -0.68% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 427,521 12,581 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 10, 2026
Ballast Financial Advisors LLC History No change 427,141 12,570 11.38% 11.38% 267 0 0.0% Q2 2026 Aug 13, 2026
Guardian Financial Partners, LLC History No change 420,492 12,375 4.82% 4.82% 268 0 0.0% Q2 2026 Jul 15, 2026
LongView Wealth Management History No change 418,242 12,308 3.16% 3.16% 269 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 416,791 12,266 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 12, 2026
COOPER/HAIMS ADVISORS, LLC History No change 414,073 12,186 5.24% 5.24% 271 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 413,829 12,178 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 06, 2026
Revolve Wealth Partners, LLC History No change 412,375 12,136 1.26% 1.26% 273 0 0.0% Q2 2026 Jul 09, 2026
Envision Financial LLC History No change 411,698 12,116 5.58% 5.58% 274 0 0.0% Q2 2026 Jul 10, 2026
United Advisor Group, LLC History No change 407,165 11,982 1.26% 1.26% 275 0 0.0% Q2 2026 Jul 29, 2026
K2 Financial Inc. History No change 401,944 11,917 8.41% 8.41% 276 0 0.0% Q2 2026 Jul 21, 2026
MBA Advisors LLC History No change 402,297 11,839 3.99% 3.99% 277 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 388,172 11,645 3.27% 3.46% 278 -4,793 -1.22% Q3 2026 Oct 07, 2026
Balance Wealth Partners LLC History No change 386,171 11,365 3.02% 3.02% 279 0 0.0% Q2 2026 Jul 21, 2026
Grant Street Asset Management, Inc. History No change 383,403 11,283 1.85% 1.85% 280 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 377,760 11,117 0.18% 0.18% 281 0 0.0% Q2 2026 Jul 28, 2026
Capital Squared Financial LLC History No change 373,215 10,983 7.18% 7.18% 282 0 0.0% Q2 2026 Jul 21, 2026
Aprio Wealth Management, LLC History No change 371,227 10,925 0.54% 0.54% 283 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 371,161 10,923 0.16% 0.16% 284 0 0.0% Q2 2026 Aug 11, 2026
R. W. Roge & Company, Inc. History No change 369,141 10,863 4.54% 4.54% 285 0 0.0% Q2 2026 Jul 31, 2026
Payne Capital LLC History No change 368,774 10,853 9.04% 9.04% 286 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 367,832 10,825 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Added to 360,828 10,824 0.59% 0.59% 288 +111 0.03% Q3 2026 Oct 06, 2026
Attessa Capital LLC History Reduced 354,174 10,625 4.56% 4.71% 289 -2,438 -0.68% Q3 2026 Oct 08, 2026
Wealthcare Advisory Partners LLC History No change 360,461 10,608 0.2% 0.2% 290 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 359,222 10,571 0.19% 0.19% 291 0 0.0% Q2 2026 Aug 06, 2026
RTD Financial Advisors, Inc. History Reduced 348,460 10,453 1.14% 1.13% 292 -4,111 -1.17% Q3 2026 Oct 09, 2026
Walkner Condon Financial Advisors LLC History No change 353,563 10,400 1.19% 1.19% 293 0 0.0% Q2 2026 Jul 27, 2026
Consilium Wealth Advisory, LLC History No change 353,163 10,393 3.08% 3.08% 294 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 406,763 10,263 1.8% 1.8% 295 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 342,350 10,075 1.2% 1.2% 296 0 0.0% Q2 2026 Sep 02, 2026
Lee Financial Co History No change 340,795 10,029 1.28% 1.28% 297 0 0.0% Q2 2026 Jul 22, 2026
VSM Wealth Advisory, LLC History No change 340,698 10,026 2.66% 2.66% 298 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 339,919 10,003 0.63% 0.63% 299 0 0.0% Q2 2026 Jul 30, 2026
Compass Financial Group, INC/SD History No change 338,499 9,962 1.14% 1.14% 300 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 328,230 9,846 1.05% 1.1% 301 -9,443 -2.8% Q3 2026 Oct 07, 2026
Element Wealth, LLC History No change 333,896 9,826 3.68% 3.68% 302 0 0.0% Q2 2026 Aug 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 332,719 9,791 0.38% 0.38% 303 0 0.0% Q2 2026 Aug 05, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 328,089 9,655 1.04% 1.04% 304 0 0.0% Q2 2026 Aug 12, 2026
Oakwell Private Wealth Management, LLC History No change 326,201 9,600 1.59% 1.59% 305 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 325,905 9,581 3.02% 3.02% 306 0 0.0% Q2 2026 Aug 14, 2026
Meramec Financial Planners, LLC History No change 325,625 9,495 3.47% 3.47% 307 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 321,282 9,455 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 07, 2026
Circle Wealth Management, LLC History No change 310,300 9,132 0.11% 0.11% 309 0 0.0% Q2 2026 Aug 12, 2026
Monetary Solutions, Ltd History No change 305,761 8,998 7.75% 7.75% 310 0 0.0% Q2 2026 Jul 23, 2026
Farnam Financial LLC History No change 305,288 8,984 6.55% 6.55% 311 0 0.0% Q2 2026 Jul 22, 2026
Leisure Capital Management History No change 304,890 8,972 2.8% 2.8% 312 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, LLC History No change 303,904 8,943 0.48% 0.48% 313 0 0.0% Q2 2026 Aug 06, 2026
BIP Wealth, LLC History No change 303,145 8,921 0.25% 0.25% 314 0 0.0% Q2 2026 Aug 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 300,936 8,856 0.51% 0.51% 315 0 0.0% Q2 2026 Jul 15, 2026
Ignite Planners, LLC History No change 295,276 8,690 1.19% 1.19% 316 0 0.0% Q2 2026 Jul 23, 2026
MBL Wealth, LLC History No change 293,670 8,642 0.59% 0.59% 317 0 0.0% Q2 2026 Jul 15, 2026
Nicollet Investment Management, Inc. History No change 292,876 8,619 2.66% 2.66% 318 0 0.0% Q2 2026 Aug 05, 2026
Advisory Services Network, LLC History No change 292,527 8,609 0.1% 0.1% 319 0 0.0% Q2 2026 Aug 12, 2026
Tempus Wealth Planning, LLC History No change 290,411 8,546 1.67% 1.67% 320 0 0.0% Q2 2026 Jul 22, 2026
VAN STRUM & TOWNE INC. History No change 289,441 8,518 2.32% 2.32% 321 0 0.0% Q2 2026 Jul 31, 2026
Barden Capital Management, Inc. History Reduced 281,139 8,434 7.67% 7.68% 322 -1,809 -0.64% Q3 2026 Oct 08, 2026
AMI INVESTMENT MANAGEMENT INC History No change 284,720 8,379 1.78% 1.78% 323 0 0.0% Q2 2026 Jul 15, 2026
Arcataur Capital Management LLC History No change 283,744 8,350 2.07% 2.07% 324 0 0.0% Q2 2026 Jul 23, 2026
SENTINEL PENSION ADVISORS, LLC History No change 283,819 8,318 1.09% 1.09% 325 0 0.0% Q2 2026 Jul 23, 2026
Curbstone Financial Management Corp History No change 280,700 8,261 1.41% 1.41% 326 0 0.0% Q2 2026 Jul 14, 2026
Gradient Investments LLC History Reduced 274,793 8,243 0.12% 0.12% 327 -29,706 -9.76% Q3 2026 Oct 08, 2026
SWS Partners History No change 277,440 8,165 1.76% 1.76% 328 0 0.0% Q2 2026 Aug 03, 2026
Triangle Securities Wealth Management History No change 277,339 8,162 1.62% 1.62% 329 0 0.0% Q2 2026 Jul 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 276,549 8,138 0.1% 0.1% 330 0 0.0% Q2 2026 Aug 12, 2026
Harbor Group, Inc. History No change 275,789 8,116 0.95% 0.95% 331 0 0.0% Q2 2026 Jul 22, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 273,643 8,053 1.83% 1.83% 332 0 0.0% Q2 2026 Aug 10, 2026
Financial Synergies Wealth Advisors, Inc. History No change 272,927 8,032 0.68% 0.68% 333 0 0.0% Q2 2026 Jul 17, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 272,838 8,029 3.24% 3.24% 334 0 0.0% Q2 2026 Aug 06, 2026
GPM Growth Investors, Inc. History No change 267,308 7,866 3.28% 3.28% 335 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 266,662 7,847 0.09% 0.09% 336 0 0.0% Q2 2026 Aug 06, 2026
Balboa Wealth Partners History No change 266,627 7,846 1.07% 1.07% 337 0 0.0% Q2 2026 Aug 10, 2026
Rosenberg Matthew Hamilton History Reduced 260,977 7,829 1.4% 1.46% 338 -4,513 -1.7% Q3 2026 Oct 05, 2026
Blueprint Investment Partners LLC History No change 265,718 7,820 0.65% 0.65% 339 0 0.0% Q2 2026 Aug 04, 2026
Jacobs Equity LLC History No change 265,723 7,820 5.4% 5.4% 340 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 264,763 7,791 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 264,708 7,790 0.75% 0.75% 342 0 0.0% Q2 2026 Aug 11, 2026
Van Cleef Asset Management,Inc History No change 264,613 7,787 0.79% 0.79% 343 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 263,295 7,748 0.13% 0.13% 344 0 0.0% Q2 2026 Jul 21, 2026
Trivium Point Advisory, LLC History No change 263,008 7,740 0.7% 0.7% 345 0 0.0% Q2 2026 Aug 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 262,614 7,728 0.08% 0.08% 346 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 260,590 7,669 0.1% 0.1% 347 0 0.0% Q2 2026 Jul 24, 2026
Gradient Capital Advisors, LLC History No change 259,820 7,646 1.77% 1.77% 348 0 0.0% Q2 2026 Jul 13, 2026
YHB Investment Advisors, Inc. History Added to 254,760 7,642 0.48% 0.43% 349 +25,413 11.08% Q3 2026 Oct 08, 2026
SFMG, LLC History No change 257,317 7,572 0.46% 0.46% 350 0 0.0% Q2 2026 Aug 13, 2026
Santori & Peters, Inc. History No change 256,380 7,545 2.13% 2.13% 351 0 0.0% Q2 2026 Jul 24, 2026
Hamrick Investment Counsel, llc History No change 255,862 7,530 4.99% 4.99% 352 0 0.0% Q2 2026 Aug 13, 2026
Somerset Group LLC History No change 252,945 7,522 5.28% 5.28% 353 0 0.0% Q2 2026 Aug 12, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 254,678 7,495 2.22% 2.22% 354 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 253,193 7,451 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 251,880 7,412 0.22% 0.22% 356 0 0.0% Q2 2026 Jul 27, 2026
KLINGENSTEIN FIELDS & CO LP History No change 251,282 7,395 0.26% 0.26% 357 0 0.0% Q2 2026 Aug 05, 2026
Sage Mountain Advisors LLC History No change 249,841 7,352 0.45% 0.45% 358 0 0.0% Q2 2026 Aug 05, 2026
Cannon Capital Management, Inc. History No change 247,946 7,297 6.2% 6.2% 359 0 0.0% Q2 2026 Aug 11, 2026
Madden Advisory Services, Inc. History No change 246,436 7,252 2.6% 2.6% 360 0 0.0% Q2 2026 Aug 04, 2026
WealthPlan Investment Management, LLC History No change 245,235 7,217 0.36% 0.36% 361 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 244,367 7,191 0.13% 0.13% 362 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 242,865 7,147 0.73% 0.73% 363 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 239,788 7,056 0.13% 0.13% 364 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 238,838 7,029 0.52% 0.52% 365 0 0.0% Q2 2026 Aug 03, 2026
Western Wealth Management, LLC History No change 238,728 7,025 0.23% 0.23% 366 0 0.0% Q2 2026 Aug 14, 2026
LEGACY FINANCIAL GROUP, INC. History No change 237,283 6,983 1.63% 1.63% 367 0 0.0% Q2 2026 Jul 30, 2026
Bank of New York Mellon Corp History No change 236,216 6,951 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 06, 2026
Benson Investment Management Company, Inc. History No change 230,404 6,780 36.1% 36.1% 369 0 0.0% Q2 2026 Jul 14, 2026
Kestra Advisory Services, LLC History No change 225,972 6,650 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 28, 2026
Windsor Advisory Group, LLC History No change 225,196 6,627 4.81% 4.81% 371 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 1,328,539 6,613 0.76% 0.76% 372 0 0.0% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History No change 224,092 6,595 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
Mengis Capital Management, Inc. History No change 223,908 6,589 1.0% 1.0% 374 0 0.0% Q2 2026 Jul 28, 2026
FLOYD FINANCIAL GROUP LLC History No change 220,413 6,530 4.26% 4.26% 375 0 0.0% Q2 2026 Jul 22, 2026
Rothschild Wealth LLC History No change 221,536 6,519 0.52% 0.52% 376 0 0.0% Q2 2026 Aug 11, 2026
Eagle Capital Management, LLC History No change 221,255 6,512 2.22% 2.22% 377 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Wealth Advisors, Inc. History No change 220,937 6,502 1.36% 1.36% 378 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 220,541 6,490 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 03, 2026
Gambit Capital Management, LLC History No change 220,435 6,487 3.78% 3.78% 380 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History Added to 210,231 6,433 4.28% 4.12% 381 +5,906 2.89% Q3 2026 Oct 08, 2026
Valmark Advisers, Inc. History No change 216,555 6,373 0.07% 0.07% 382 0 0.0% Q2 2026 Aug 06, 2026
True North Advisors, LLC History No change 216,573 6,373 0.61% 0.61% 383 0 0.0% Q2 2026 Jul 22, 2026
CATHY PARETO & ASSOCIATES, INC History No change 215,652 6,346 3.72% 3.72% 384 0 0.0% Q2 2026 Jul 15, 2026
Raine Group LLC History No change 215,168 6,332 71.47% 71.47% 385 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 212,469 6,252 0.13% 0.13% 386 0 0.0% Q2 2026 Jul 30, 2026
Thrive Wealth Management, LLC History No change 206,410 6,074 0.77% 0.77% 387 0 0.0% Q2 2026 Jul 07, 2026
BRIGHTON JONES LLC History No change 206,037 6,063 0.11% 0.11% 388 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 202,003 5,944 0.05% 0.05% 389 0 0.0% Q2 2026 Jul 27, 2026
COMMERCE BANK History No change 200,409 5,898 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 12, 2026
Elmwood Wealth Management, Inc. History No change 198,517 5,842 1.46% 1.46% 391 0 0.0% Q2 2026 Jul 07, 2026
Omega Financial Group, LLC History No change 198,182 5,832 1.77% 1.77% 392 0 0.0% Q2 2026 Jul 21, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 197,359 5,808 0.77% 0.77% 393 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History No change 196,797 5,791 0.05% 0.05% 394 0 0.0% Q2 2026 Aug 11, 2026
Montis Financial, LLC History No change 196,705 5,789 1.18% 1.18% 395 0 0.0% Q2 2026 Aug 05, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 194,923 5,736 0.11% 0.11% 396 0 0.0% Q2 2026 Aug 04, 2026
ASPIRIANT, LLC History No change 194,663 5,728 0.14% 0.14% 397 0 0.0% Q2 2026 Jul 20, 2026
Ring Mountain Capital, LLC History No change 192,238 5,657 2.37% 2.37% 398 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 187,531 5,519 0.06% 0.06% 399 0 0.0% Q2 2026 Jul 28, 2026
Spartan Wealth Advisory Services LLC History No change 187,216 5,509 0.45% 0.45% 400 0 0.0% Q2 2026 Aug 05, 2026
Seros Financial, LLC History No change 186,668 5,493 2.86% 2.86% 401 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON TRUST CO History No change 182,335 5,470 2.16% 2.09% 402 0 0.0% Q3 2026 Oct 09, 2026
Stratos Wealth Partners, LTD. History No change 183,906 5,412 0.05% 0.05% 403 0 0.0% Q2 2026 Aug 11, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 181,707 5,348 2.27% 2.27% 404 0 0.0% Q2 2026 Jul 28, 2026
RWA WEALTH PARTNERS, LLC History No change 181,529 5,342 0.05% 0.05% 405 0 0.0% Q2 2026 Aug 07, 2026
Selby Wealth Management, LLC History No change 181,021 5,327 1.89% 1.89% 406 0 0.0% Q2 2026 Jul 09, 2026
Code Waechter LLC History No change 178,796 5,261 2.72% 2.72% 407 0 0.0% Q2 2026 Jul 31, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 176,392 5,191 3.39% 3.39% 408 0 0.0% Q2 2026 Aug 07, 2026
Denver PWM, LLC History No change 168,888 5,174 1.69% 1.69% 409 0 0.0% Q2 2026 Aug 17, 2026
Brookstone Capital Management History No change 174,967 5,149 0.05% 0.05% 410 0 0.0% Q2 2026 Jul 15, 2026
Bigelow Investment Advisors, LLC History No change 174,562 5,137 1.86% 1.86% 411 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 174,462 5,134 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 05, 2026
Winthrop Advisory Group LLC History No change 170,653 5,022 0.34% 0.34% 413 0 0.0% Q2 2026 Jul 17, 2026
GODSEY & GIBB, INC History No change 170,375 5,014 0.41% 0.41% 414 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 169,850 4,998 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
Peak Financial Management, Inc. History No change 168,838 4,968 1.14% 1.14% 416 0 0.0% Q2 2026 Jul 20, 2026
Phil A. Younker & Associates, Ltd. History No change 168,396 4,955 3.34% 3.34% 417 0 0.0% Q2 2026 Aug 07, 2026
Creekside Partners History No change 168,291 4,952 1.79% 1.79% 418 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Retirement, LLC History No change 167,933 4,945 0.27% 0.27% 419 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 168,008 4,944 0.72% 0.72% 420 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 167,217 4,921 0.28% 0.28% 421 0 0.0% Q2 2026 Jul 29, 2026
Peachtree Investment Partners, LLC History No change 166,609 4,903 1.57% 1.57% 422 0 0.0% Q2 2026 Aug 06, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 165,159 4,860 3.58% 3.58% 423 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 164,561 4,843 0.17% 0.17% 424 0 0.0% Q2 2026 Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 163,239 4,804 3.19% 3.19% 425 0 0.0% Q2 2026 Aug 05, 2026
Sowell Financial Services LLC History No change 162,407 4,779 0.16% 0.16% 426 0 0.0% Q2 2026 Jul 17, 2026
Missouri Trust & Investment Co History No change 161,393 4,751 1.29% 1.29% 427 0 0.0% Q2 2026 Aug 13, 2026
MeadowBrook Investment Advisors LLC History No change 160,900 4,735 3.75% 3.75% 428 0 0.0% Q2 2026 Jul 20, 2026
Sand Hill Global Advisors, LLC History No change 160,379 4,719 0.14% 0.14% 429 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Strategies, Inc. History No change 160,333 4,718 0.33% 0.33% 430 0 0.0% Q2 2026 Jul 24, 2026
Indivisible Partners History No change 159,588 4,696 0.27% 0.27% 431 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 158,053 4,651 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 157,501 4,635 0.03% 0.03% 433 0 0.0% Q2 2026 Jul 20, 2026
Summit Place Financial Advisors, LLC History No change 156,552 4,607 2.02% 2.02% 434 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 156,349 4,601 0.14% 0.14% 435 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Financial Management LLC History No change 155,383 4,572 3.67% 3.67% 436 0 0.0% Q2 2026 Aug 28, 2026
Diversify Advisory Services, LLC History No change 156,780 4,571 0.08% 0.08% 437 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 156,780 4,571 0.08% 0.08% 438 0 0.0% Q2 2026 Jul 29, 2026
Values Added Financial LLC History No change 155,258 4,569 1.65% 1.65% 439 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 155,141 4,565 0.18% 0.18% 440 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 154,943 4,559 0.16% 0.16% 441 0 0.0% Q2 2026 Jul 27, 2026
Berkeley, Inc History No change 154,416 4,544 1.43% 1.43% 442 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 153,753 4,524 0.28% 0.28% 443 0 0.0% Q2 2026 Jul 23, 2026
Paulson Wealth Management Inc. History No change 153,028 4,503 0.96% 0.96% 444 0 0.0% Q2 2026 Aug 04, 2026
RMR Wealth Builders History No change 151,953 4,471 0.28% 0.28% 445 0 0.0% Q2 2026 Jul 24, 2026
WJ Financial Advisors LLC History No change 151,593 4,461 3.28% 3.28% 446 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Wealth Management, LLC. History No change 150,979 4,443 0.98% 0.98% 447 0 0.0% Q2 2026 Jul 30, 2026
John Boyer, Inc. History No change 150,324 4,423 3.83% 3.83% 448 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 149,434 4,397 0.07% 0.07% 449 0 0.0% Q2 2026 Aug 06, 2026
Carr Financial Group Corp History No change 148,407 4,367 1.01% 1.01% 450 0 0.0% Q2 2026 Aug 06, 2026
ETF Store, Inc. History No change 148,227 4,362 3.65% 3.65% 451 0 0.0% Q2 2026 Jul 29, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 148,047 4,357 1.71% 1.71% 452 0 0.0% Q2 2026 Jul 13, 2026
Beaumont Financial Advisors, LLC History No change 144,460 4,251 0.27% 0.27% 453 0 0.0% Q2 2026 Aug 04, 2026
Fort Vancouver Investment Management, LLC History No change 144,354 4,248 1.98% 1.98% 454 0 0.0% Q2 2026 Jul 29, 2026
Procyon Advisors, LLC History No change 144,233 4,244 0.18% 0.18% 455 0 0.0% Q2 2026 Jul 09, 2026
Maia Wealth LLC History No change 143,707 4,229 0.62% 0.62% 456 0 0.0% Q2 2026 Jul 28, 2026
U S WEALTH GROUP, LLC. History No change 143,676 4,228 2.53% 2.53% 457 0 0.0% Q2 2026 Sep 10, 2026
Clearstead Advisors, LLC History No change 142,897 4,205 0.04% 0.04% 458 0 0.0% Q2 2026 Aug 06, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 142,167 4,183 0.69% 0.69% 459 0 0.0% Q2 2026 Aug 04, 2026
Wedmont Private Capital History Added to 136,521 4,159 0.1% 0.1% 460 +11,588 9.28% Q3 2026 Oct 09, 2026
Parallel Advisors, LLC History No change 139,603 4,108 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 05, 2026
Milestone Asset Management Group, LLC History No change 139,078 4,093 2.06% 2.06% 462 0 0.0% Q2 2026 Jul 30, 2026
Armbruster Capital Management, Inc. History No change 138,755 4,083 0.61% 0.61% 463 0 0.0% Q2 2026 Jul 16, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 138,750 4,083 1.09% 1.09% 464 0 0.0% Q2 2026 Jul 09, 2026
THREADGILL FINANCIAL, LLC History No change 137,965 4,042 1.67% 1.67% 465 0 0.0% Q2 2026 Jul 08, 2026
Wealth Group Ltd History Reduced 132,942 4,030 0.75% 0.75% 466 -912 -0.68% Q3 2026 Oct 07, 2026
Ballast Rock Private Wealth LLC History No change 136,606 4,020 1.86% 1.86% 467 0 0.0% Q2 2026 Aug 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 135,525 3,988 0.05% 0.05% 468 0 0.0% Q2 2026 Jul 15, 2026
IF Advisors, LLC History No change 135,481 3,987 2.62% 2.62% 469 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 134,933 3,971 0.08% 0.08% 470 0 0.0% Q2 2026 Aug 07, 2026
Parkwoods Wealth Partners, LLC History No change 134,489 3,958 0.64% 0.64% 471 0 0.0% Q2 2026 Jul 27, 2026
Poehling Capital Management, INC. History No change 134,362 3,954 0.85% 0.85% 472 0 0.0% Q2 2026 Jul 20, 2026
Elser Financial Planning, Inc History No change 134,087 3,946 0.17% 0.17% 473 0 0.0% Q2 2026 Jul 14, 2026
Aureum Wealth Management, LLC History No change 134,020 3,944 2.45% 2.45% 474 0 0.0% Q2 2026 Jul 22, 2026
Pacific Capital Wealth Advisors, Inc. History No change 133,524 3,929 0.59% 0.59% 475 0 0.0% Q2 2026 Jul 09, 2026
RCW Management, LLC History No change 132,839 3,909 3.5% 3.5% 476 0 0.0% Q2 2026 Jul 21, 2026
S.E.E.D. Planning Group LLC History Added to 130,224 3,906 0.96% 0.89% 477 +16,258 14.27% Q3 2026 Oct 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 132,682 3,904 1.6% 1.6% 478 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 133,224 3,903 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 14, 2026
Crusonia Wealth Advisors LLC History No change 132,272 3,892 0.64% 0.64% 480 0 0.0% Q2 2026 Jul 30, 2026
Sharkey, Howes & Javer History No change 132,159 3,889 0.47% 0.47% 481 0 0.0% Q2 2026 Jul 09, 2026
Hurlow Wealth Management Group, Inc. History No change 131,269 3,863 0.8% 0.8% 482 0 0.0% Q2 2026 Aug 05, 2026
1900 WEALTH MANAGEMENT LLC History No change 131,040 3,856 0.21% 0.21% 483 0 0.0% Q2 2026 Aug 04, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 128,782 3,790 0.96% 0.96% 484 0 0.0% Q2 2026 Jul 23, 2026
Simplicity Wealth,LLC History No change 126,577 3,725 0.13% 0.13% 485 0 0.0% Q2 2026 Aug 06, 2026
Cooper Financial Group History Added to 123,524 3,705 0.3% 0.28% 486 +8,659 7.54% Q3 2026 Oct 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 125,787 3,701 0.99% 0.99% 487 0 0.0% Q2 2026 Jul 16, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 125,727 3,700 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 10, 2026
Flower City Capital History No change 125,644 3,697 1.63% 1.63% 489 0 0.0% Q2 2026 Jul 07, 2026
Stillwater Private Wealth, LLC History No change 120,934 3,689 2.4% 2.4% 490 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 124,791 3,672 0.24% 0.24% 491 0 0.0% Q2 2026 Aug 13, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 124,752 3,671 0.69% 0.69% 492 0 0.0% Q2 2026 Jul 13, 2026
Pinion Investment Advisors, LLC History No change 124,445 3,662 0.7% 0.7% 493 0 0.0% Q2 2026 Aug 06, 2026
Broadview Financial Management, LLC History No change 123,319 3,629 2.22% 2.22% 494 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 122,454 3,603 0.2% 0.2% 495 0 0.0% Q2 2026 Jul 30, 2026
Private Advisor Group, LLC History No change 122,409 3,602 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 121,927 3,595 0.07% 0.07% 497 0 0.0% Q2 2026 Jul 27, 2026
FAGAN ASSOCIATES, INC. History No change 122,026 3,591 0.44% 0.44% 498 0 0.0% Q2 2026 Aug 04, 2026
GW HENSSLER & ASSOCIATES LTD History No change 121,688 3,581 0.16% 0.16% 499 0 0.0% Q2 2026 Jul 28, 2026
Seneca Financial Advisors LLC History No change 120,905 3,558 0.92% 0.92% 500 0 0.0% Q2 2026 Jul 27, 2026
71 West Capital Partners History No change 120,444 3,544 0.12% 0.12% 501 0 0.0% Q2 2026 Aug 04, 2026
Nicholas Hoffman & Company, LLC. History No change 119,918 3,529 0.07% 0.07% 502 0 0.0% Q2 2026 Aug 04, 2026
Virtue Capital Management, LLC History No change 119,825 3,526 0.47% 0.47% 503 0 0.0% Q2 2026 Aug 05, 2026
CAPITAL ADVISORS INC/OK History No change 118,873 3,498 0.05% 0.05% 504 0 0.0% Q2 2026 Jul 22, 2026
Game Plan Financial Advisors, LLC History No change 117,489 3,457 1.28% 1.28% 505 0 0.0% Q2 2026 Aug 07, 2026
CONDOR CAPITAL MANAGEMENT History No change 117,132 3,447 0.26% 0.26% 506 0 0.0% Q2 2026 Aug 12, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 117,063 3,445 0.17% 0.17% 507 0 0.0% Q2 2026 Jul 28, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 116,484 3,428 0.23% 0.23% 508 0 0.0% Q2 2026 Aug 05, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 116,326 3,423 3.52% 3.52% 509 0 0.0% Q2 2026 Jul 31, 2026
SAX WEALTH ADVISORS, LLC History No change 133,285 3,417 0.14% 0.14% 510 0 0.0% Q2 2026 Jul 09, 2026
AlTi Global, Inc. History No change 115,864 3,409 0.07% 0.07% 511 0 0.0% Q2 2026 Aug 05, 2026
Kathmere Capital Management, LLC History No change 115,222 3,390 0.18% 0.18% 512 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 115,103 3,387 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 114,214 3,361 0.15% 0.15% 514 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 112,678 3,316 1.72% 1.72% 515 0 0.0% Q2 2026 Aug 10, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 112,481 3,310 5.15% 5.15% 516 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 112,403 3,308 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 03, 2026
JM2 Capital Inc. History No change 112,281 3,304 2.27% 2.27% 518 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Wealth, LLC History No change 112,168 3,301 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 10, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 112,180 3,301 0.24% 0.24% 520 0 0.0% Q2 2026 Jul 16, 2026
Next Capital Management LLC History No change 112,073 3,298 0.89% 0.89% 521 0 0.0% Q2 2026 Aug 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 111,581 3,283 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 111,581 3,283 0.16% 0.16% 523 0 0.0% Q2 2026 Jul 09, 2026
LOWERY THOMAS, LLC History No change 109,537 3,222 1.57% 1.57% 524 0 0.0% Q2 2026 Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 109,222 3,214 0.15% 0.15% 525 0 0.0% Q2 2026 Jul 24, 2026
Front Row Advisors LLC History No change 105,424 3,208 0.93% 0.93% 526 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 108,999 3,207 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 108,607 3,196 0.03% 0.03% 528 0 0.0% Q2 2026 Aug 03, 2026
Aspiring Ventures, LLC History No change 108,310 3,187 0.78% 0.78% 529 0 0.0% Q2 2026 Aug 05, 2026
Integrated Advisors Network LLC History No change 107,848 3,173 0.15% 0.15% 530 0 0.0% Q2 2026 Aug 11, 2026
Zhang Financial LLC History No change 107,575 3,165 0.09% 0.09% 531 0 0.0% Q2 2026 Jul 30, 2026
Bawa N Mallick Trust History No change 105,900 3,116 1.01% 1.01% 532 0 0.0% Q2 2026 Aug 14, 2026
Westmount Partners, LLC History No change 105,342 3,100 0.68% 0.68% 533 0 0.0% Q2 2026 Jul 07, 2026
Evolution Advisers, Inc. History No change 103,898 3,057 1.12% 1.12% 534 0 0.0% Q2 2026 Jul 31, 2026
First Growth Capital LLC History No change 103,820 3,055 2.32% 2.32% 535 0 0.0% Q2 2026 Jul 16, 2026
Retireful, LLC History New 100,281 3,008 2.59% — 536 +100,281 New Q3 2026 Oct 08, 2026
GuidedMoney, LLC History No change 100,683 2,963 1.37% 1.37% 537 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 100,464 2,956 0.04% 0.04% 538 0 0.0% Q2 2026 Jul 23, 2026
Financial Engines Advisors L.L.C. History No change 100,082 2,945 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 98,998 2,913 0.08% 0.08% 540 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 98,925 2,911 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 98,692 2,904 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 13, 2026
Mayfair Advisory Group, LLC History No change 97,466 2,838 0.86% 0.86% 543 0 0.0% Q2 2026 Aug 11, 2026
HOLDERNESS INVESTMENTS CO History No change 95,781 2,818 0.47% 0.47% 544 0 0.0% Q2 2026 Aug 12, 2026
Harbor Asset Planning, Inc. History No change 95,764 2,818 2.12% 2.12% 545 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Advisors, LLC History No change 95,454 2,809 0.04% 0.04% 546 0 0.0% Q2 2026 Aug 06, 2026
RIA Advisory Group LLC History No change 95,206 2,801 0.61% 0.61% 547 0 0.0% Q2 2026 Jul 23, 2026
Lynx Investment Advisory History No change 95,065 2,797 0.92% 0.92% 548 0 0.0% Q2 2026 Jul 27, 2026
BOK Financial Private Wealth, Inc. History No change 94,854 2,791 0.14% 0.14% 549 0 0.0% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History No change 94,678 2,786 0.04% 0.04% 550 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 94,520 2,781 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 12, 2026
Joseph P. Lucia & Associates, LLC History No change 94,370 2,777 0.84% 0.84% 552 0 0.0% Q2 2026 Aug 07, 2026
Successful Portfolios LLC History Added to 89,724 2,739 1.26% 1.24% 553 +419 0.47% Q3 2026 Oct 09, 2026
Phocas Financial Corp. History No change 93,009 2,737 0.38% 0.38% 554 0 0.0% Q2 2026 Jul 30, 2026
Callan Family Office, LLC History No change 93,000 2,736 0.05% 0.05% 555 0 0.0% Q2 2026 Aug 11, 2026
Sun Financial Inc History No change 89,001 2,716 1.28% 1.28% 556 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 92,195 2,713 0.04% 0.04% 557 0 0.0% Q2 2026 Aug 14, 2026
DUNCKER STREETT & CO INC History No change 92,091 2,710 0.46% 0.46% 558 0 0.0% Q2 2026 Jul 28, 2026
WLTH Capital Management, LLC History No change 91,904 2,704 1.73% 1.73% 559 0 0.0% Q2 2026 Jul 09, 2026
Cambridge Financial Group, LLC History No change 91,430 2,690 0.85% 0.85% 560 0 0.0% Q3 2026 Oct 06, 2026
OFS Enterprise LLC History No change 91,023 2,678 0.68% 0.68% 561 0 0.0% Q2 2026 Jul 08, 2026
Aspen Investment Management Inc History No change 90,217 2,655 0.71% 0.71% 562 0 0.0% Q2 2026 Jul 17, 2026
Capital Advantage, Inc. History No change 90,216 2,655 0.32% 0.32% 563 0 0.0% Q2 2026 Jul 13, 2026
SIMON QUICK ADVISORS, LLC History No change 89,817 2,643 0.11% 0.11% 564 0 0.0% Q2 2026 Jul 28, 2026
Plancorp, LLC History No change 89,348 2,638 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 89,611 2,637 0.13% 0.13% 566 0 0.0% Q2 2026 Jul 28, 2026
CCG WEALTH MANAGEMENT, LLC History No change 89,226 2,625 0.61% 0.61% 567 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 86,906 2,607 0.07% 0.07% 568 +2,162 2.55% Q3 2026 Oct 02, 2026
Relyea Zuckerberg Hanson LLC History No change 88,562 2,606 0.22% 0.22% 569 0 0.0% Q2 2026 Jul 16, 2026
Valeo Financial Advisors, LLC History Reduced 86,524 2,595 0.05% 0.05% 570 -4 -0.0% Q3 2026 Oct 08, 2026
VERITY Wealth Advisors History No change 87,999 2,589 1.56% 1.56% 571 0 0.0% Q2 2026 Jul 16, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 87,212 2,566 0.39% 0.39% 572 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 86,969 2,559 0.51% 0.51% 573 0 0.0% Q2 2026 Aug 11, 2026
Orographic Financial Advisors, LLC History No change 83,674 2,552 1.69% 1.69% 574 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 86,615 2,549 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 05, 2026
Heartwood Wealth Advisors LLC History Reduced 84,722 2,541 0.2% 0.2% 576 -680 -0.8% Q3 2026 Oct 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 86,230 2,537 0.05% 0.05% 577 0 0.0% Q2 2026 Jul 15, 2026
Heritage Trust Co History No change 86,032 2,531 0.22% 0.22% 578 0 0.0% Q2 2026 Aug 06, 2026
NOTTINGHAM ADVISORS, INC. History No change 85,819 2,511 0.3% 0.3% 579 0 0.0% Q2 2026 Jul 27, 2026
Womack Financial LLC History No change 85,345 2,511 1.66% 1.66% 580 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 85,214 2,507 0.76% 0.76% 581 0 0.0% Q2 2026 Jul 24, 2026
American Investment Services, Inc. History No change 85,125 2,505 0.53% 0.53% 582 0 0.0% Q2 2026 Aug 12, 2026
Verum Partners LLC History No change 85,142 2,505 0.37% 0.37% 583 0 0.0% Q2 2026 Jul 22, 2026
93 Financial Group, LLC History No change 84,839 2,496 0.99% 0.99% 584 0 0.0% Q2 2026 Jul 29, 2026
Root Financial Partners, LLC History No change 84,516 2,487 0.1% 0.1% 585 0 0.0% Q2 2026 Jul 29, 2026
Bull Oak Capital, LLC History No change 84,472 2,486 0.83% 0.83% 586 0 0.0% Q2 2026 Aug 10, 2026
American Financial Advisors, LLC History No change 84,350 2,482 0.3% 0.3% 587 0 0.0% Q2 2026 Jul 14, 2026
Clear Creek Financial Management, LLC History No change 83,893 2,468 0.16% 0.16% 588 0 0.0% Q2 2026 Jul 27, 2026
Stordahl Capital Management, Inc. History No change 83,388 2,454 0.45% 0.45% 589 0 0.0% Q2 2026 Jul 14, 2026
Foster Group, Inc. History No change 83,259 2,450 0.07% 0.07% 590 0 0.0% Q2 2026 Jul 07, 2026
OPPENHEIMER & CO INC History No change 82,011 2,413 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 82,018 2,413 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 28, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 81,836 2,408 0.35% 0.35% 593 0 0.0% Q2 2026 Aug 12, 2026
Plotkin Financial Advisors, LLC History No change 81,645 2,402 1.0% 1.0% 594 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 81,416 2,396 0.06% 0.06% 595 0 0.0% Q2 2026 Aug 14, 2026
Wynn Capital, LLC History No change 81,015 2,384 1.06% 1.06% 596 0 0.0% Q2 2026 Jul 08, 2026
CABOT WEALTH MANAGEMENT INC History No change 80,934 2,381 0.24% 0.24% 597 0 0.0% Q2 2026 Jul 31, 2026
Cross Staff Investments Inc History No change 80,494 2,368 1.33% 1.33% 598 0 0.0% Q2 2026 Jul 22, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 80,097 2,357 0.66% 0.66% 599 0 0.0% Q2 2026 Jul 24, 2026
Investor's Fiduciary Advisor Network, LLC History No change 79,853 2,350 0.8% 0.8% 600 0 0.0% Q2 2026 Aug 13, 2026
Riverpoint Wealth Management Holdings, LLC History No change 79,842 2,349 0.43% 0.43% 601 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Union Bankshares Corp History No change 79,442 2,337 0.04% 0.04% 602 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 79,256 2,332 0.12% 0.12% 603 0 0.0% Q2 2026 Jul 29, 2026
Econ Financial Services Corp History No change 78,996 2,324 1.09% 1.09% 604 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 78,837 2,320 0.23% 0.23% 605 0 0.0% Q2 2026 Jul 13, 2026
Clear Point Advisors Inc. History No change 78,586 2,312 2.05% 2.05% 606 0 0.0% Q2 2026 Jul 28, 2026
OUTFITTERS FINANCIAL LLC History No change 78,070 2,297 1.61% 1.61% 607 0 0.0% Q2 2026 Aug 10, 2026
EWA, LLC History No change 77,976 2,294 0.42% 0.42% 608 0 0.0% Q2 2026 Jul 14, 2026
Elgethun Capital Management History No change 77,853 2,291 0.32% 0.32% 609 0 0.0% Q2 2026 Jul 29, 2026
Shearwater Capital LLC History No change 77,331 2,275 1.09% 1.09% 610 0 0.0% Q2 2026 Jul 08, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 76,825 2,260 0.14% 0.14% 611 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 76,743 2,258 2.47% 2.47% 612 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 76,690 2,256 0.13% 0.13% 613 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 76,613 2,254 0.04% 0.04% 614 0 0.0% Q2 2026 Jul 31, 2026
Keel Point, LLC History No change 76,330 2,246 0.13% 0.13% 615 0 0.0% Q2 2026 Aug 14, 2026
Bouchey Financial Group, Ltd. History No change 76,337 2,246 0.15% 0.15% 616 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 76,188 2,242 0.52% 0.52% 617 0 0.0% Q2 2026 Jul 13, 2026
Daybright Advisory Services, Inc. History No change 75,229 2,214 0.53% 0.53% 618 0 0.0% Q2 2026 Aug 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 73,736 2,212 0.31% 0.31% 619 -94 -0.13% Q3 2026 Oct 08, 2026
Arkadios Wealth Advisors History No change 75,018 2,207 0.03% 0.03% 620 0 0.0% Q2 2026 Aug 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 74,935 2,205 0.82% 0.82% 621 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 74,350 2,188 0.12% 0.12% 622 0 0.0% Q2 2026 Jul 15, 2026
Alpha Omega Wealth Management LLC History No change 74,292 2,186 0.33% 0.33% 623 0 0.0% Q2 2026 Jul 20, 2026
Freestone Capital Holdings, LLC History No change 73,501 2,163 0.06% 0.06% 624 0 0.0% Q2 2026 Jul 31, 2026
Everhart Financial Group, Inc. History Reduced 71,711 2,151 0.13% 0.14% 625 -1,177 -1.61% Q3 2026 Oct 08, 2026
Jefferies Financial Group Inc. History No change 72,929 2,146 0.01% 0.01% 626 0 0.0% Q2 2026 Aug 17, 2026
James J. Burns & Company, LLC History No change 72,674 2,138 0.23% 0.23% 627 0 0.0% Q2 2026 Aug 06, 2026
Cherry Tree Wealth Management, LLC History No change 72,572 2,135 0.4% 0.4% 628 0 0.0% Q2 2026 Sep 15, 2026
Alesco Advisors, LLC, An ESL Co History No change 72,071 2,121 0.05% 0.05% 629 0 0.0% Q2 2026 Aug 05, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 72,039 2,120 0.2% 0.2% 630 0 0.0% Q2 2026 Jul 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 71,754 2,111 0.06% 0.06% 631 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 71,723 2,110 0.11% 0.11% 632 0 0.0% Q2 2026 Jul 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 71,613 2,107 0.45% 0.45% 633 0 0.0% Q2 2026 Jul 27, 2026
RED REEF ADVISORS LLC History No change 70,463 2,073 1.91% 1.91% 634 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 70,098 2,062 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 70,093 2,062 0.11% 0.11% 636 0 0.0% Q2 2026 Aug 10, 2026
FIRST FINANCIAL BANKSHARES INC History No change 69,888 2,056 0.04% 0.04% 637 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 69,869 2,056 0.02% 0.02% 638 0 0.0% Q2 2026 Aug 18, 2026
Emergent Wealth Advisors, LLC History Reduced 68,442 2,053 1.07% 1.04% 639 -17 -0.02% Q3 2026 Oct 08, 2026
Owl Creek Wealth Partners LLC History No change 69,152 2,035 0.6% 0.6% 640 0 0.0% Q2 2026 Jul 20, 2026
Compass Ion Advisors, LLC History No change 69,071 2,032 0.18% 0.18% 641 0 0.0% Q2 2026 Aug 12, 2026
Per Stirling Capital Management, LLC. History No change 69,011 2,030 0.19% 0.19% 642 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 68,779 2,024 0.04% 0.04% 643 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 68,111 2,004 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 14, 2026
Warwick Investment Management, Inc. History No change 67,902 1,998 0.22% 0.22% 645 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 67,841 1,996 0.05% 0.05% 646 0 0.0% Q2 2026 Aug 05, 2026
Avant Capital LLC History No change 67,661 1,991 1.25% 1.25% 647 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Family Advisors, LLC History No change 66,633 1,961 0.82% 0.82% 648 0 0.0% Q2 2026 Aug 14, 2026
Vision Capital Management, Inc. History No change 66,536 1,958 0.22% 0.22% 649 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 66,466 1,956 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 12, 2026
Evanson Financial, LLC History No change 66,398 1,954 0.1% 0.1% 651 0 0.0% Q2 2026 Jul 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 66,059 1,944 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 10, 2026
Stone Summit Wealth LLC History No change 64,726 1,904 0.48% 0.48% 653 0 0.0% Q2 2026 Jul 23, 2026
Stockman Wealth Management, Inc. History No change 64,691 1,903 0.2% 0.2% 654 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 64,475 1,897 0.08% 0.08% 655 0 0.0% Q2 2026 Aug 06, 2026
Human Investing LLC History No change 64,120 1,887 0.24% 0.24% 656 0 0.0% Q2 2026 Jul 21, 2026
Northwest Bancshares, Inc. History No change 64,053 1,885 0.34% 0.34% 657 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 63,570 1,871 0.19% 0.19% 658 0 0.0% Q2 2026 Jul 16, 2026
Abacus Planning Group, Inc. History No change 63,336 1,863 0.23% 0.23% 659 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 62,975 1,853 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 04, 2026
CARRET ASSET MANAGEMENT, LLC History No change 62,322 1,834 0.16% 0.16% 661 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 62,801 1,834 0.06% 0.06% 662 0 0.0% Q2 2026 Aug 12, 2026
Burk Holdings LLC History No change 62,328 1,834 0.68% 0.68% 663 0 0.0% Q2 2026 Aug 12, 2026
Revisor Wealth Management LLC History No change 62,118 1,828 0.44% 0.44% 664 0 0.0% Q2 2026 Jul 21, 2026
Brucke Financial, Inc. History No change 61,905 1,821 0.81% 0.81% 665 0 0.0% Q2 2026 Jul 21, 2026
Worth Asset Management, LLC History Reduced 60,688 1,820 0.53% 0.64% 666 -7,458 -10.94% Q3 2026 Oct 07, 2026
Family Manage LLC History No change 61,121 1,798 0.18% 0.18% 667 0 0.0% Q2 2026 Aug 14, 2026
GenWealth Group, Inc. History No change 60,780 1,788 0.28% 0.28% 668 0 0.0% Q2 2026 Jul 10, 2026
TritonPoint Partners, LLC History No change 60,544 1,781 0.15% 0.15% 669 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 60,465 1,779 0.17% 0.17% 670 0 0.0% Q2 2026 Aug 11, 2026
Hardin Capital Partners, LLC History Reduced 59,175 1,775 0.87% 0.81% 671 -288 -0.48% Q3 2026 Oct 08, 2026
Capital Management Associates, Inc History No change 60,180 1,771 0.36% 0.36% 672 0 0.0% Q2 2026 Jul 22, 2026
Composition Wealth, LLC History No change 59,831 1,760 0.02% 0.02% 673 0 0.0% Q2 2026 Jul 22, 2026
CHATHAM CAPITAL GROUP, INC. History No change 59,723 1,757 0.22% 0.22% 674 0 0.0% Q2 2026 Jul 10, 2026
SeaCrest Wealth Management, LLC History No change 59,583 1,753 0.19% 0.19% 675 0 0.0% Q2 2026 Jul 09, 2026
RHS Financial, LLC History No change 59,578 1,753 0.71% 0.71% 676 0 0.0% Q2 2026 Aug 07, 2026
Millennium Capital Advisors, LLC History No change 59,559 1,752 0.96% 0.96% 677 0 0.0% Q2 2026 Jul 28, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 59,443 1,749 0.08% 0.08% 678 0 0.0% Q2 2026 Aug 11, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 58,921 1,734 0.56% 0.56% 679 0 0.0% Q2 2026 Jul 24, 2026
BIRCHBROOK, INC. History No change 58,663 1,726 0.81% 0.81% 680 0 0.0% Q2 2026 Jul 08, 2026
Orcam Financial Group History No change 58,582 1,724 0.84% 0.84% 681 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC/CA History No change 58,571 1,723 0.24% 0.24% 682 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 58,394 1,718 1.01% 1.01% 683 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 58,158 1,717 0.27% 0.27% 684 0 0.0% Q2 2026 Jul 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 58,268 1,714 0.07% 0.07% 685 0 0.0% Q2 2026 Jul 27, 2026
Aull & Monroe Investment Management Corp History No change 58,002 1,707 0.71% 0.71% 686 0 0.0% Q2 2026 Jul 20, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 56,689 1,700 0.02% 0.02% 687 +12,580 28.52% Q3 2026 Oct 05, 2026
FIRST MANHATTAN CO. LLC. History No change 57,725 1,698 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 14, 2026
KLCM Advisors, Inc. History No change 57,572 1,694 0.13% 0.13% 689 0 0.0% Q2 2026 Aug 06, 2026
Seneca House Advisors History No change 57,494 1,692 0.6% 0.6% 690 0 0.0% Q2 2026 Jul 31, 2026
Trust Point Inc. History No change 57,413 1,689 0.14% 0.14% 691 0 0.0% Q2 2026 Jul 08, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 55,974 1,679 0.1% 0.11% 694 -4,989 -8.18% Q3 2026 Oct 09, 2026
WESTBOURNE INVESTMENTS, INC. History No change 57,065 1,679 0.68% 0.68% 692 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 57,076 1,679 0.03% 0.03% 693 0 0.0% Q2 2026 Jul 31, 2026
Passive Capital Management, LLC. History No change 62,330 1,677 0.52% 0.52% 695 0 0.0% Q2 2026 Aug 10, 2026
AssuredPartners Investment Advisors, LLC History No change 56,834 1,672 0.16% 0.16% 696 0 0.0% Q2 2026 Aug 10, 2026
Bryn Mawr Trust Advisors, LLC History No change 56,711 1,669 0.07% 0.07% 697 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Planning Services, Inc. History No change 56,613 1,666 0.16% 0.16% 698 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Advisory Group L.L.C. History No change 56,400 1,659 0.63% 0.63% 699 0 0.0% Q2 2026 Jul 22, 2026
Leading Edge Financial Planning LLC History No change 56,167 1,653 0.29% 0.29% 700 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 55,950 1,646 0.11% 0.11% 701 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Capital Wealth Advisors History No change 55,901 1,645 1.11% 1.11% 702 0 0.0% Q2 2026 Jul 23, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 54,807 1,644 0.76% 0.77% 703 -290 -0.53% Q3 2026 Oct 09, 2026
IFG Advisory, LLC History No change 55,650 1,637 0.06% 0.06% 704 0 0.0% Q2 2026 Aug 13, 2026
CWC Advisors, LLC. History No change 55,389 1,630 0.72% 0.72% 705 0 0.0% Q2 2026 Jul 21, 2026
Forvis Mazars Wealth Advisors, LLC History No change 55,003 1,618 0.03% 0.03% 706 0 0.0% Q2 2026 Aug 10, 2026
Texas Yale Capital Corp. History No change 54,871 1,614 0.04% 0.04% 707 0 0.0% Q2 2026 Aug 12, 2026
Ifrah Financial Services, Inc. History No change 54,467 1,602 0.39% 0.39% 708 0 0.0% Q2 2026 Jul 21, 2026
Godfrey Financial Associates, Inc. History No change 53,891 1,600 1.22% 1.22% 709 0 0.0% Q2 2026 Aug 11, 2026
Vermillion Wealth Management, Inc. History No change 54,290 1,597 0.37% 0.37% 710 0 0.0% Q2 2026 Jul 15, 2026
Vident Advisory, LLC History No change 54,075 1,591 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 12, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 53,913 1,586 0.12% 0.12% 712 0 0.0% Q2 2026 Jul 16, 2026
Veery Capital, LLC History Added to 52,824 1,584 0.42% 0.41% 713 +1,265 2.45% Q3 2026 Oct 07, 2026
Capital Analysts, LLC History No change 53,745 1,582 0.04% 0.04% 714 0 0.0% Q2 2026 Aug 05, 2026
MADDEN SECURITIES Corp History No change 52,765 1,552 0.43% 0.43% 715 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 52,733 1,551 0.01% 0.01% 716 0 0.0% Q2 2026 Aug 10, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 52,593 1,547 0.65% 0.65% 717 0 0.0% Q2 2026 Jul 16, 2026
TWO SIGMA SECURITIES, LLC History No change 52,203 1,536 0.13% 0.13% 718 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 52,148 1,534 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 13, 2026
Weaver Capital Management LLC History No change 59,199 1,517 0.33% 0.33% 720 0 0.0% Q2 2026 Jul 30, 2026
Compound Planning, Inc. History No change 50,937 1,499 0.04% 0.04% 721 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 50,742 1,493 0.05% 0.05% 722 0 0.0% Q2 2026 Jul 24, 2026
Pflug Koory, LLC History No change 50,700 1,492 0.6% 0.6% 723 0 0.0% Q2 2026 Jul 21, 2026
FSM Wealth Advisors, LLC History No change 50,549 1,487 0.16% 0.16% 724 0 0.0% Q2 2026 Jul 15, 2026
BFSG, LLC History No change 50,408 1,483 0.13% 0.13% 725 0 0.0% Q2 2026 Jul 20, 2026
Clarity Capital Advisors, LLC History No change 50,346 1,481 0.62% 0.62% 726 0 0.0% Q2 2026 Jul 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 49,840 1,466 0.32% 0.32% 727 0 0.0% Q2 2026 Jul 29, 2026
Vernal Point Advisors, LLC History No change 49,806 1,465 0.49% 0.49% 728 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 49,602 1,459 0.09% 0.09% 729 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 49,482 1,456 0.64% 0.64% 730 0 0.0% Q2 2026 Aug 13, 2026
Flagship Capital Management Inc. History No change 49,189 1,447 0.91% 0.91% 731 0 0.0% Q2 2026 Jul 21, 2026
Plante Moran Financial Advisors, LLC History No change 48,983 1,441 0.07% 0.07% 732 0 0.0% Q2 2026 Aug 06, 2026
Gainplan LLC History Added to 47,892 1,436 0.56% 0.55% 733 +144 0.3% Q3 2026 Oct 08, 2026
MGO ONE SEVEN LLC History No change 48,714 1,433 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 31, 2026
LINCOLN CAPITAL CORP History No change 48,482 1,426 0.46% 0.46% 735 0 0.0% Q2 2026 Jul 16, 2026
Fort Point Capital Partners LLC History No change 48,371 1,423 0.1% 0.1% 736 0 0.0% Q2 2026 Aug 14, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History Reduced 47,424 1,422 0.93% 0.95% 737 -825 -1.71% Q3 2026 Oct 06, 2026
Colorado Capital Management, Inc. History No change 48,224 1,419 0.48% 0.48% 738 0 0.0% Q2 2026 Jul 08, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 48,069 1,415 0.25% 0.25% 739 0 0.0% Q2 2026 Aug 10, 2026
CWA Asset Management Group, LLC History No change 48,099 1,415 0.04% 0.04% 740 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Investment Management History No change 47,561 1,399 0.48% 0.48% 741 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 47,490 1,397 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 06, 2026
Park Capital Management, LLC / WI History No change 47,441 1,396 0.82% 0.82% 743 0 0.0% Q2 2026 Jul 10, 2026
Cassady Wealth & Retirement Planning, LLC History No change 47,449 1,396 0.65% 0.65% 744 0 0.0% Q2 2026 Jul 24, 2026
Diversified Trust Co History No change 47,096 1,386 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Advisors Inc. History No change 47,019 1,383 0.24% 0.24% 746 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST Co History No change 46,960 1,382 0.04% 0.04% 747 0 0.0% Q2 2026 Aug 03, 2026
Amicus Financial Advisors, LLC History No change 46,987 1,382 0.34% 0.34% 748 0 0.0% Q2 2026 Jul 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 46,854 1,378 0.21% 0.21% 749 0 0.0% Q2 2026 Jul 14, 2026
Independent Advisor Alliance History No change 46,792 1,377 0.03% 0.03% 750 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 46,033 1,354 0.03% 0.03% 751 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 45,910 1,351 0.1% 0.1% 752 0 0.0% Q2 2026 Jul 23, 2026
Nuveen, LLC History No change 45,928 1,351 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 11, 2026
Directional Asset Management History No change 45,589 1,341 1.13% 1.13% 754 0 0.0% Q2 2026 Jul 24, 2026
Alley Investment Management Company, LLC History No change 45,341 1,334 0.16% 0.16% 755 0 0.0% Q2 2026 Jul 23, 2026
Empower Advisory Group, LLC History No change 45,129 1,328 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 12, 2026
Smith Salley Wealth Management History No change 44,751 1,317 0.06% 0.06% 757 0 0.0% Q2 2026 Jul 23, 2026
Signet Private Wealth LLC History No change 44,755 1,317 1.05% 1.05% 758 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 44,743 1,316 0.08% 0.08% 759 0 0.0% Q2 2026 Aug 11, 2026
Kondo Wealth Advisors, Inc. History No change 44,749 1,316 0.44% 0.44% 760 0 0.0% Q2 2026 Jul 21, 2026
Aurora Private Wealth, Inc. History No change 44,665 1,314 0.83% 0.83% 761 0 0.0% Q2 2026 Jul 21, 2026
Clayton Financial Group LLC History No change 44,595 1,312 0.73% 0.73% 762 0 0.0% Q2 2026 Jul 20, 2026
HHM Wealth Advisors, LLC History No change 44,577 1,311 0.13% 0.13% 763 0 0.0% Q2 2026 Jul 13, 2026
Innova Wealth Partners History No change 43,933 1,292 0.53% 0.53% 764 0 0.0% Q2 2026 Jul 15, 2026
Sovran Advisors, LLC History No change 43,759 1,279 0.1% 0.1% 765 0 0.0% Q2 2026 Jul 29, 2026
Michels Family Financial, LLC History No change 43,417 1,277 0.82% 0.82% 766 0 0.0% Q2 2026 Aug 14, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History No change 43,139 1,269 1.11% 1.11% 767 0 0.0% Q2 2026 Aug 13, 2026
Compass Advisory Group LLC History No change 43,084 1,267 0.3% 0.3% 768 0 0.0% Q2 2026 Aug 11, 2026
Integrity Investment Advisors, LLC History No change 43,034 1,266 0.55% 0.55% 769 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 42,909 1,266 0.15% 0.15% 770 0 0.0% Q2 2026 Aug 12, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 42,959 1,264 0.76% 0.76% 771 0 0.0% Q2 2026 Jul 28, 2026
Ulland Investment Advisors, LLC History No change 42,952 1,264 0.93% 0.93% 772 0 0.0% Q2 2026 Jul 16, 2026
CDKV HOLDINGS LLC History No change 42,604 1,253 0.98% 0.98% 773 0 0.0% Q2 2026 Jul 30, 2026
Everstar Asset Management, LLC History No change 42,364 1,246 0.6% 0.6% 774 0 0.0% Q2 2026 Aug 03, 2026
Clarity Wealth Advisors, LLC History No change 42,293 1,244 0.22% 0.22% 775 0 0.0% Q2 2026 Jul 24, 2026
SageView Advisory Group, LLC History No change 42,187 1,241 0.04% 0.04% 776 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 42,037 1,237 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 41,789 1,229 0.02% 0.02% 778 0 0.0% Q2 2026 Jul 30, 2026
PETRA FINANCIAL ADVISORS INC History No change 41,742 1,228 0.57% 0.57% 779 0 0.0% Q2 2026 Jul 24, 2026
VICTORY FINANCIAL GROUP, LLC History No change 41,645 1,225 0.13% 0.13% 780 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 41,402 1,218 0.02% 0.02% 781 0 0.0% Q2 2026 Aug 10, 2026
Birchwood Financial Partners, Inc. History No change 41,217 1,213 0.99% 0.99% 782 0 0.0% Q2 2026 Aug 06, 2026
SACHEM HILL LLC History No change 41,021 1,207 0.21% 0.21% 783 0 0.0% Q2 2026 Aug 10, 2026
Tactive Advisors, LLC History Reduced 40,188 1,205 0.29% 0.29% 784 -296 -0.73% Q3 2026 Oct 08, 2026
Garde Capital, Inc. History No change 40,897 1,203 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 31, 2026
Firestone Capital Management History No change 40,547 1,193 0.22% 0.22% 786 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 40,467 1,190 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 13, 2026
Noble Family Wealth, LLC History No change 40,442 1,190 0.21% 0.21% 788 0 0.0% Q2 2026 Aug 04, 2026
Unify Financial Advisors History No change 40,363 1,187 1.1% 1.1% 789 0 0.0% Q2 2026 Jul 21, 2026
ASSOCIATED BANC-CORP History No change 40,275 1,185 0.03% 0.03% 790 0 0.0% Q2 2026 Jul 31, 2026
COZAD ASSET MANAGEMENT INC History No change 40,263 1,184 0.08% 0.08% 791 0 0.0% Q2 2026 Aug 14, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 40,122 1,180 0.18% 0.18% 792 0 0.0% Q2 2026 Aug 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 40,113 1,180 0.03% 0.03% 793 0 0.0% Q2 2026 Jul 31, 2026
Haverford Trust Co History No change 39,960 1,176 0.01% 0.01% 794 0 0.0% Q2 2026 Aug 12, 2026
Clark Capital Management Group, Inc. History No change 39,781 1,170 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 11, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 39,698 1,168 0.7% 0.7% 796 0 0.0% Q2 2026 Jul 29, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 39,675 1,167 0.14% 0.14% 797 0 0.0% Q2 2026 Aug 14, 2026
CURA WEALTH ADVISORS, LLC History No change 39,319 1,157 0.49% 0.49% 798 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 39,356 1,149 0.06% 0.06% 799 0 0.0% Q2 2026 Jul 14, 2026
Robertson Stephens Wealth Management, LLC History No change 39,067 1,149 0.03% 0.03% 800 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 39,010 1,148 0.12% 0.12% 801 0 0.0% Q2 2026 Jul 30, 2026
Resurgent Financial Advisors LLC History No change 38,725 1,139 0.32% 0.32% 802 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 38,675 1,138 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 05, 2026
Stewardship Advisors, LLC History No change 38,623 1,136 0.24% 0.24% 804 0 0.0% Q2 2026 Jul 20, 2026
CURIO WEALTH, LLC History No change 38,602 1,136 0.35% 0.35% 805 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 38,593 1,135 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 13, 2026
Twele Capital Management, Inc. History No change 38,364 1,129 0.18% 0.18% 807 0 0.0% Q2 2026 Jul 14, 2026
MITCHELL SINKLER & STARR/PA History No change 37,943 1,116 0.46% 0.46% 808 0 0.0% Q2 2026 Jul 21, 2026
Argos Wealth Advisors, LLC History No change 37,806 1,112 0.29% 0.29% 809 0 0.0% Q2 2026 Aug 13, 2026
Evensky & Katz LLC History No change 37,632 1,107 0.06% 0.06% 810 0 0.0% Q2 2026 Jul 22, 2026
FF Advisors,LLC History No change 37,624 1,107 0.41% 0.41% 811 0 0.0% Q2 2026 Jul 29, 2026
Daytona Street Capital LLC History No change 37,007 1,100 0.8% 0.8% 812 0 0.0% Q2 2026 Aug 03, 2026
Keystone Wealth Services, LLC History No change 37,302 1,097 0.2% 0.2% 813 0 0.0% Q2 2026 Aug 05, 2026
Mirador Capital Partners LP History Reduced 36,302 1,089 0.13% 0.13% 814 -1,092 -2.92% Q3 2026 Oct 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 36,786 1,082 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 36,326 1,069 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 28, 2026
Serenus Wealth Advisors, LLC History No change 45,166 1,068 0.19% 0.19% 817 0 0.0% Q2 2026 Aug 05, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 36,249 1,066 0.08% 0.08% 818 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 36,104 1,062 0.04% 0.04% 819 0 0.0% Q2 2026 Jul 08, 2026
Piscataqua Savings Bank History No change 35,983 1,058 0.71% 0.71% 820 0 0.0% Q2 2026 Jul 09, 2026
Praetorian Wealth Management, Inc. History No change 35,798 1,053 0.18% 0.18% 821 0 0.0% Q2 2026 Jul 07, 2026
Park Edge Advisors, LLC History No change 35,655 1,049 0.22% 0.22% 822 0 0.0% Q2 2026 Jul 10, 2026
Summit Asset Management, LLC History No change 35,475 1,044 0.13% 0.13% 823 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 35,500 1,044 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 35,461 1,043 0.21% 0.21% 825 0 0.0% Q2 2026 Jul 15, 2026
Investment Planning Advisors, Inc. History No change 35,379 1,041 0.24% 0.24% 826 0 0.0% Q2 2026 Jul 23, 2026
Heritage Investment Group, Inc. History No change 35,289 1,038 0.14% 0.14% 827 0 0.0% Q2 2026 Jul 29, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 35,202 1,035 0.18% 0.18% 828 0 0.0% Q2 2026 Aug 12, 2026
Landmark Wealth Management, LLC History No change 35,172 1,035 0.25% 0.25% 829 0 0.0% Q2 2026 Aug 10, 2026
Joule Financial, LLC History No change 35,195 1,035 0.28% 0.28% 830 0 0.0% Q2 2026 Jul 15, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 35,082 1,032 0.03% 0.03% 831 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 35,019 1,030 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 34,904 1,027 0.02% 0.02% 833 0 0.0% Q2 2026 Jul 15, 2026
National Wealth Management Group, LLC History No change 34,928 1,027 0.32% 0.32% 834 0 0.0% Q2 2026 Jul 14, 2026
Alternative Investment Advisors, LLC. History No change 34,605 1,018 0.39% 0.39% 835 0 0.0% Q2 2026 Aug 31, 2026
CITADEL ADVISORS LLC History No change 34,500 1,015 0.0% 0.0% 836 0 0.0% Q2 2026 Sep 02, 2026
Dana Investment Advisors, Inc. History No change 34,350 1,010 0.03% 0.03% 837 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 34,256 1,008 0.01% 0.01% 838 0 0.0% Q2 2026 Aug 07, 2026
ENTREWEALTH, LLC History No change 33,277 1,008 0.37% 0.37% 839 0 0.0% Q2 2026 Aug 13, 2026
Trellis Wealth Advisors LLC History No change 34,128 1,004 0.34% 0.34% 840 0 0.0% Q2 2026 Jul 15, 2026
Walker Financial Services, Inc. History No change 34,082 1,003 0.31% 0.31% 841 0 0.0% Q2 2026 Jul 15, 2026
Y-Intercept (Hong Kong) Ltd History No change 33,929 998 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 33,839 995 0.07% 0.07% 843 0 0.0% Q2 2026 Sep 04, 2026
Clark Asset Management, LLC History No change 33,783 994 0.08% 0.08% 844 0 0.0% Q2 2026 Jul 07, 2026
Advisor Resource Council History No change 33,362 989 0.28% 0.28% 845 0 0.0% Q2 2026 Jul 28, 2026
XML Financial, LLC History No change 33,545 987 0.07% 0.07% 846 0 0.0% Q2 2026 Jul 24, 2026
TWO SIGMA INVESTMENTS, LP History No change 33,336 981 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 14, 2026
Arlington Financial Advisors, LLC History No change 33,314 980 0.12% 0.12% 848 0 0.0% Q2 2026 Jul 22, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 33,283 979 0.32% 0.32% 849 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 33,177 976 0.24% 0.24% 850 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 33,126 974 0.03% 0.03% 851 0 0.0% Q2 2026 Jul 15, 2026
Security Financial Services, INC. History No change 32,982 970 0.13% 0.13% 852 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 37,742 967 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 32,798 965 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 14, 2026
CM WEALTH ADVISORS LLC History No change 32,720 962 0.17% 0.17% 855 0 0.0% Q2 2026 Aug 10, 2026
Carolina Wealth Advisors, LLC History No change 32,703 962 0.38% 0.38% 856 0 0.0% Q2 2026 Jul 09, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 32,672 961 0.34% 0.34% 857 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Reduced 31,872 956 0.02% 0.03% 858 -184 -0.57% Q3 2026 Oct 07, 2026
SVRN Asset Management, LLC History No change 32,400 953 0.49% 0.49% 859 0 0.0% Q2 2026 Aug 14, 2026
William Mack & Associates, Inc. History No change 32,053 943 0.33% 0.33% 860 0 0.0% Q2 2026 Jul 10, 2026
Plan A Wealth LLC History Added to 31,279 938 0.33% 0.39% 861 +15 0.05% Q3 2026 Oct 08, 2026
Trek Financial, LLC History No change 31,818 936 0.05% 0.05% 862 0 0.0% Q2 2026 Aug 13, 2026
Rede Wealth, LLC History No change 31,782 935 0.31% 0.31% 863 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 31,700 932 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 31,522 927 0.05% 0.05% 865 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 31,184 917 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 13, 2026
Foundation Wealth Management, LLC\PA History No change 31,034 913 0.28% 0.28% 867 0 0.0% Q2 2026 Jul 21, 2026
Klingman & Associates, LLC History No change 30,778 905 0.04% 0.04% 868 0 0.0% Q2 2026 Jul 29, 2026
CRUX WEALTH ADVISORS History No change 30,716 903 0.31% 0.31% 869 0 0.0% Q2 2026 Jul 21, 2026
Francis Financial, Inc. History No change 30,634 901 0.15% 0.15% 870 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 30,591 900 0.1% 0.1% 871 0 0.0% Q2 2026 Aug 13, 2026
Cascade Financial Partners, LLC History No change 30,598 900 0.08% 0.08% 872 0 0.0% Q2 2026 Aug 04, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 30,575 899 0.05% 0.05% 873 0 0.0% Q2 2026 Aug 03, 2026
Chesapeake Wealth Management History No change 30,395 894 0.25% 0.25% 874 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 30,298 892 0.02% 0.02% 875 0 0.0% Q2 2026 Jul 28, 2026
Covington Investment Advisors Inc. History No change 30,133 887 0.11% 0.11% 876 0 0.0% Q2 2026 Aug 13, 2026
Disciplined Investors, L.L.C. History No change 30,166 887 0.44% 0.44% 877 0 0.0% Q2 2026 Aug 11, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 29,872 879 0.09% 0.09% 878 0 0.0% Q2 2026 Jul 29, 2026
HCR Wealth Advisors History No change 29,673 873 0.08% 0.08% 879 0 0.0% Q2 2026 Jul 13, 2026
Single Point Partners, LLC History No change 29,671 873 0.15% 0.15% 880 0 0.0% Q2 2026 Jul 16, 2026
Drake & Associates, LLC History No change 29,677 873 0.15% 0.15% 881 0 0.0% Q2 2026 Aug 10, 2026
ARK & TLK INVESTMENTS, LLC History No change 29,484 867 0.21% 0.21% 882 0 0.0% Q2 2026 Jul 20, 2026
Lifeworks Advisors, LLC History No change 29,289 861 0.09% 0.09% 883 0 0.0% Q2 2026 Aug 14, 2026
Tanglewood Wealth Management, Inc. History No change 29,249 860 0.07% 0.07% 884 0 0.0% Q2 2026 Jul 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 29,246 860 0.05% 0.05% 885 0 0.0% Q2 2026 Aug 07, 2026
Bridgewater Advisors Inc. History No change 28,762 859 0.05% 0.05% 886 0 0.0% Q2 2026 Aug 05, 2026
BlackDiamond Wealth Management, LLC History No change 27,752 846 0.34% 0.34% 887 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Capital Partners, LLC History No change 28,776 846 0.35% 0.35% 888 0 0.0% Q2 2026 Jul 09, 2026
Catalyst Investment Management LLC History No change 28,770 846 0.77% 0.77% 889 0 0.0% Q2 2026 Aug 10, 2026
International Private Wealth Advisors LLC History No change 28,714 845 0.43% 0.43% 890 0 0.0% Q2 2026 Aug 07, 2026
Bernardo Wealth Planning LLC History No change 28,693 844 0.14% 0.14% 891 0 0.0% Q2 2026 Jul 27, 2026
S&A Financial Services, Inc. History No change 28,643 842 0.51% 0.51% 892 0 0.0% Q2 2026 Jul 27, 2026
TFR Capital, LLC. History No change 28,600 841 0.24% 0.24% 893 0 0.0% Q2 2026 Aug 06, 2026
GS Investments, Inc. History No change 28,505 838 0.61% 0.61% 894 0 0.0% Q2 2026 Aug 06, 2026
Horst & Graben Wealth Management LLC History No change 28,454 836 0.11% 0.11% 895 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 28,363 834 0.01% 0.01% 896 0 0.0% Q2 2026 Jul 21, 2026
Impact Capital Partners LLC History No change 28,141 828 0.23% 0.23% 897 0 0.0% Q2 2026 Jul 14, 2026
SMITH, MOORE & CO. History No change 28,060 825 0.05% 0.05% 898 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 28,057 825 0.05% 0.05% 899 0 0.0% Q2 2026 Jul 08, 2026
Continuum Advisory, LLC History No change 28,014 824 0.07% 0.07% 900 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 27,977 823 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 03, 2026
WestHill Financial Advisors, Inc. History No change 27,900 821 0.14% 0.14% 902 0 0.0% Q2 2026 Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 27,877 820 0.01% 0.01% 903 0 0.0% Q2 2026 Aug 11, 2026
CGN Advisors LLC History No change 27,602 812 0.06% 0.06% 904 0 0.0% Q2 2026 Jul 06, 2026
Bedel Financial Consulting, Inc. History No change 27,545 810 0.08% 0.08% 905 0 0.0% Q2 2026 Jul 29, 2026
Accurate Wealth Management, LLC History No change 27,224 809 0.08% 0.08% 906 0 0.0% Q2 2026 Jul 14, 2026
LifePlan Financial, LLC History No change 27,475 808 0.57% 0.57% 907 0 0.0% Q2 2026 Jul 21, 2026
Integrity Financial Corp /WA History No change 27,381 805 0.38% 0.38% 908 0 0.0% Q2 2026 Jul 31, 2026
Plum Street Advisors, LLC History No change 27,135 798 0.25% 0.25% 909 0 0.0% Q2 2026 Aug 13, 2026
TrueWealth Advisors, LLC History No change 26,557 796 0.18% 0.18% 910 0 0.0% Q3 2026 Oct 08, 2026
Aerodigm Wealth, LLC History No change 26,842 789 0.27% 0.27% 911 0 0.0% Q2 2026 Aug 04, 2026
Goldstein Advisors, LLC History No change 26,640 784 0.07% 0.07% 912 0 0.0% Q2 2026 Jul 20, 2026
Ironwood Investment Counsel, LLC History No change 26,632 783 0.1% 0.1% 913 0 0.0% Q2 2026 Aug 05, 2026
DRAVO BAY LLC History No change 26,432 777 0.27% 0.27% 914 0 0.0% Q2 2026 Aug 11, 2026
New England Private Wealth Advisors LLC History No change 26,616 775 0.07% 0.07% 915 0 0.0% Q2 2026 Aug 04, 2026
Joel Isaacson & Co., LLC History No change 26,193 770 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 04, 2026
Kirkwood Financial Services History No change 26,183 770 0.22% 0.22% 917 0 0.0% Q2 2026 Aug 25, 2026
Forum Financial Management, LP History No change 26,189 770 0.01% 0.01% 918 0 0.0% Q2 2026 Jul 23, 2026
Rockwood Wealth Management, LLC History No change 26,119 768 0.05% 0.05% 919 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 26,034 766 0.4% 0.4% 920 0 0.0% Q2 2026 Jul 22, 2026
HARTLINE INVESTMENT CORP/ History No change 25,798 759 0.07% 0.07% 921 0 0.0% Q2 2026 Jul 28, 2026
L. Roy Papp & Associates, LLP History No change 25,758 758 0.08% 0.08% 922 0 0.0% Q2 2026 Jul 23, 2026
Davis Wealth Advisors, LLC History No change 25,667 755 0.58% 0.58% 923 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 25,633 754 0.08% 0.08% 924 0 0.0% Q2 2026 Jul 15, 2026
Acropolis Investment Management, LLC History Added to 25,110 753 0.03% 0.03% 925 +14 0.06% Q3 2026 Oct 08, 2026
Crescent Sterling, Ltd. History No change 25,601 753 0.67% 0.67% 926 0 0.0% Q2 2026 Jul 07, 2026
Mason & Associates, LLC History No change 25,569 752 0.16% 0.16% 927 0 0.0% Q2 2026 Jul 14, 2026
Aaron Wealth Advisors LLC History No change 25,528 751 0.04% 0.04% 928 0 0.0% Q2 2026 Jul 16, 2026
Fragasso Financial Advisors Inc History No change 25,502 750 0.04% 0.04% 929 0 0.0% Q2 2026 Jul 09, 2026
WealthPLAN Partners, LLC History No change 25,483 749 0.14% 0.14% 930 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 25,268 743 0.02% 0.02% 931 0 0.0% Q2 2026 Jul 31, 2026
Williams & Novak Wealth Management, LLC History Added to 24,693 740 0.44% 0.46% 932 +875 3.67% Q3 2026 Oct 09, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,934 733 0.03% 0.03% 933 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 28,455 729 0.13% 0.13% 934 0 0.0% Q2 2026 Aug 03, 2026
Gibson Capital, LLC History No change 24,649 725 0.12% 0.12% 935 0 0.0% Q2 2026 Aug 13, 2026
Pasadena Private Wealth, LLC History No change 24,639 725 0.09% 0.09% 936 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 24,659 725 0.45% 0.45% 937 0 0.0% Q2 2026 Aug 14, 2026
STUART INVESTMENT ADVISORS, INC. History No change 24,558 722 0.29% 0.29% 938 0 0.0% Q2 2026 Aug 06, 2026
Grey Ledge Advisors, LLC History No change 24,486 720 0.14% 0.14% 939 0 0.0% Q2 2026 Jul 27, 2026
ATLas Financial Planning LLC History No change 24,318 715 0.58% 0.58% 940 0 0.0% Q2 2026 Jul 22, 2026
McKinley Carter Wealth Services, Inc. History No change 24,276 714 0.04% 0.04% 941 0 0.0% Q2 2026 Jul 28, 2026
Torren Management, LLC History No change 24,294 714 0.36% 0.36% 942 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 23,307 706 0.1% 0.09% 943 +817 3.63% Q3 2026 Oct 08, 2026
BENNETT SELBY INVESTMENTS LP History No change 23,963 705 0.23% 0.23% 944 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 23,931 704 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 23,931 704 0.01% 0.01% 946 0 0.0% Q2 2026 Sep 23, 2026
Odyssey Capital Advisors, Inc. History No change 23,888 703 0.5% 0.5% 947 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 23,857 702 0.0% 0.0% 948 0 0.0% Q2 2026 Jul 24, 2026
Rehmann Capital Advisory Group History No change 23,865 702 0.03% 0.03% 949 0 0.0% Q2 2026 Aug 20, 2026
Valtinson Bruner Financial Planning LLC History No change 23,846 701 0.18% 0.18% 950 0 0.0% Q2 2026 Aug 03, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 23,287 698 0.05% 0.03% 951 +7,555 48.02% Q3 2026 Oct 08, 2026
Gallagher Fiduciary Advisors, LLC History No change 23,714 697 0.02% 0.02% 952 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 23,585 694 0.07% 0.07% 953 0 0.0% Q2 2026 Aug 07, 2026
ARS Wealth Advisors Group, LLC History No change 23,516 692 0.05% 0.05% 954 0 0.0% Q2 2026 Jul 16, 2026
Fiduciary Alliance LLC History No change 23,490 691 0.05% 0.05% 955 0 0.0% Q2 2026 Jul 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 23,449 690 0.03% 0.03% 956 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 23,163 681 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 23,171 681 0.03% 0.03% 958 0 0.0% Q2 2026 Jul 23, 2026
Carmel Capital Partners, LLC History No change 22,518 662 0.22% 0.22% 959 0 0.0% Q2 2026 Jul 29, 2026
Vanguard National Trust Co History No change 22,405 659 0.04% 0.04% 960 0 0.0% Q2 2026 Aug 13, 2026
Immaculate Wealth Management LLC History No change 22,419 659 4.46% 4.46% 961 0 0.0% Q2 2026 Aug 07, 2026
John W. Brooker & Co., CPAs History No change 22,369 658 0.8% 0.8% 962 0 0.0% Q2 2026 Jul 20, 2026
Boyd Wealth Management, LLC History No change 22,343 657 0.25% 0.25% 963 0 0.0% Q2 2026 Jul 16, 2026
Jacobsen Capital Management History No change 22,300 656 0.19% 0.19% 964 0 0.0% Q2 2026 Jul 29, 2026
SLT Holdings LLC History No change 22,294 656 0.41% 0.41% 965 0 0.0% Q2 2026 Jul 17, 2026
DAGCO, INC. History No change 22,236 654 0.12% 0.12% 966 0 0.0% Q2 2026 Jul 10, 2026
Crestmont Private Wealth LLC History No change 22,248 654 0.18% 0.18% 967 0 0.0% Q2 2026 Aug 07, 2026
PIONEER TRUST BANK N A/OR History No change 22,222 653 0.15% 0.15% 968 0 0.0% Q2 2026 Jul 22, 2026
GHP Investment Advisors, Inc. History No change 22,070 649 0.02% 0.02% 969 0 0.0% Q2 2026 Jul 17, 2026
Brio Consultants, LLC History No change 21,958 646 0.08% 0.08% 970 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 21,685 641 0.02% 0.02% 971 0 0.0% Q2 2026 Aug 11, 2026
Stembrook Asset Management, LLC History No change 21,802 641 0.55% 0.55% 972 0 0.0% Q2 2026 Aug 12, 2026
Ellevest, Inc. History No change 20,992 632 0.07% 0.07% 973 0 0.0% Q2 2026 Aug 10, 2026
Pine Valley Investments Ltd Liability Co History No change 21,495 632 0.02% 0.02% 974 0 0.0% Q2 2026 Jul 24, 2026
Capasso Planning Partners LLC History No change 21,465 631 0.31% 0.31% 975 0 0.0% Q2 2026 Aug 18, 2026
Fairman Group, LLC History No change 21,433 630 0.49% 0.49% 976 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 21,395 629 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 21,391 629 0.11% 0.11% 978 0 0.0% Q2 2026 Aug 04, 2026
Prosperity Consulting Group, LLC History No change 21,293 626 0.02% 0.02% 979 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 21,136 622 0.03% 0.03% 980 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 21,165 622 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 21, 2026
LCNB CORP History No change 21,126 621 0.19% 0.19% 982 0 0.0% Q2 2026 Aug 10, 2026
LexAurum Advisors, LLC History No change 21,122 621 0.07% 0.07% 983 0 0.0% Q2 2026 Jul 15, 2026
Morton Capital Management LLC/CA History No change 20,945 616 0.08% 0.08% 984 0 0.0% Q2 2026 Jul 23, 2026
North Forty Two & Co. History No change 20,906 615 0.52% 0.52% 985 0 0.0% Q2 2026 Jul 24, 2026
Taylor & Morgan Wealth Management, LLC History Added to 20,454 613 0.29% 0.3% 986 +1 0.0% Q3 2026 Oct 09, 2026
City Center Advisors, LLC History Added to 20,413 612 0.47% 0.41% 987 +3,307 19.33% Q3 2026 Oct 07, 2026
Ketron Financial History No change 20,810 612 0.19% 0.19% 988 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 20,454 611 0.04% 0.04% 989 0 0.0% Q2 2026 Aug 10, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 20,301 609 0.16% 0.19% 990 -6,090 -23.08% Q3 2026 Oct 09, 2026
DAVIS R M INC History No change 20,623 606 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 14, 2026
Peak Asset Management, LLC History No change 20,453 601 0.09% 0.09% 992 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 23,263 596 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 13, 2026
Opus Capital Group, LLC History No change 20,209 595 0.06% 0.06% 994 0 0.0% Q2 2026 Jul 31, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 19,855 595 0.14% 0.14% 995 0 0.0% Q3 2026 Oct 06, 2026
Evernest Financial Advisors, LLC History No change 20,242 595 0.12% 0.12% 996 0 0.0% Q2 2026 Aug 05, 2026
WEIK CAPITAL MANAGEMENT History No change 20,195 594 0.23% 0.23% 997 0 0.0% Q2 2026 Aug 12, 2026
American Trust History No change 20,194 594 0.05% 0.05% 998 0 0.0% Q2 2026 Aug 14, 2026
ERn Financial, LLC History No change 20,124 592 0.1% 0.1% 999 0 0.0% Q2 2026 Jul 23, 2026
Cape Investment Advisory, Inc. History No change 20,088 591 0.16% 0.16% 1000 0 0.0% Q2 2026 Jul 23, 2026
WATERSHED PRIVATE WEALTH LLC History No change 20,072 590 0.17% 0.17% 1001 0 0.0% Q2 2026 Jul 17, 2026
Wick Capital Partners, LLC History No change 19,982 588 0.09% 0.09% 1002 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 19,992 588 0.13% 0.13% 1003 0 0.0% Q2 2026 Aug 10, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 20,001 588 0.4% 0.4% 1004 0 0.0% Q2 2026 Jul 22, 2026
Laurel Wealth Advisors LLC History No change 19,881 585 0.06% 0.06% 1005 0 0.0% Q2 2026 Jul 17, 2026
RETIREMITTEN FINANCIAL LLC History No change 19,753 581 0.25% 0.25% 1006 0 0.0% Q2 2026 Aug 10, 2026
Edgestream Partners, L.P. History No change 19,727 580 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 11, 2026
Madison Wealth Partners, Inc History No change 19,619 577 0.07% 0.07% 1008 0 0.0% Q2 2026 Aug 12, 2026
MEANS INVESTMENT CO., INC. History No change 19,559 575 0.04% 0.04% 1009 0 0.0% Q2 2026 Aug 14, 2026
J. L. Bainbridge & Co., Inc. History No change 19,540 575 0.05% 0.05% 1010 0 0.0% Q2 2026 Jul 22, 2026
Cardinal Point Capital Management ULC History No change 19,566 575 0.03% 0.03% 1011 0 0.0% Q2 2026 Jul 14, 2026
Curran Financial Partners, LLC History No change 19,495 573 0.09% 0.09% 1012 0 0.0% Q2 2026 Aug 12, 2026
Goepper Burkhardt LLC History No change 19,447 572 0.17% 0.17% 1013 0 0.0% Q2 2026 Aug 10, 2026
Martel Wealth Advisors LLC History No change 19,424 571 0.09% 0.09% 1014 0 0.0% Q2 2026 Jul 13, 2026
PATTEN & PATTEN INC/TN History No change 19,326 568 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 05, 2026
Investment Research Partners LLC History No change 19,321 568 0.19% 0.19% 1016 0 0.0% Q2 2026 Aug 04, 2026
Gerber Kawasaki Wealth & Investment Management History No change 19,293 567 0.02% 0.02% 1017 0 0.0% Q2 2026 Aug 07, 2026
Uncommon Cents Investing LLC History No change 19,236 566 0.12% 0.12% 1018 0 0.0% Q2 2026 Jul 20, 2026
Geometric Wealth Advisors History No change 19,248 566 0.06% 0.06% 1019 0 0.0% Q2 2026 Aug 11, 2026
GEM Asset Management, LLC History No change 19,259 566 0.22% 0.22% 1020 0 0.0% Q2 2026 Jul 21, 2026
Cadent Capital Advisors, LLC History Added to 18,809 564 0.12% 0.11% 1021 +10 0.05% Q3 2026 Oct 09, 2026
DecisionPoint Financial, LLC History No change 19,205 564 0.1% 0.1% 1022 0 0.0% Q2 2026 Aug 05, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 19,141 563 0.07% 0.07% 1023 0 0.0% Q2 2026 Jul 24, 2026
Avail Investment Partners, LLC History No change 19,068 561 0.43% 0.43% 1024 0 0.0% Q2 2026 Jul 31, 2026
NWAM LLC History No change 19,035 560 0.03% 0.03% 1025 0 0.0% Q2 2026 Jul 23, 2026
BURLING WEALTH PARTNERS, LLC History No change 18,911 556 0.08% 0.08% 1026 0 0.0% Q2 2026 Aug 04, 2026
CRA Financial Services, LLC History No change 18,796 553 0.06% 0.06% 1027 0 0.0% Q2 2026 Jul 24, 2026
HRT FINANCIAL LP History No change 18,748 551 0.0% 0.0% 1028 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 18,677 549 0.13% 0.13% 1029 0 0.0% Q2 2026 Jul 15, 2026
Hexagon Capital Partners LLC History No change 18,576 546 0.08% 0.08% 1030 0 0.0% Q2 2026 Aug 06, 2026
Round Rock Advisors LLC History No change 18,571 546 0.07% 0.07% 1031 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 18,504 544 0.02% 0.02% 1032 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIENT ADVISORS LLC History No change 18,477 543 0.08% 0.08% 1033 0 0.0% Q2 2026 Aug 07, 2026
Valley Brook Capital Group, Inc. History No change 18,480 543 0.31% 0.31% 1034 0 0.0% Q2 2026 Jul 27, 2026
Members Trust Co History No change 18,430 542 0.02% 0.02% 1035 0 0.0% Q2 2026 Jul 31, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 18,273 537 0.23% 0.23% 1036 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 18,190 535 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 17, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 17,505 534 0.17% 0.17% 1038 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 18,162 534 0.14% 0.14% 1039 0 0.0% Q2 2026 Jul 28, 2026
MOTIVE WEALTH ADVISORS History No change 18,016 530 0.22% 0.22% 1040 0 0.0% Q2 2026 Jul 20, 2026
Balanced Rock Investment Advisors LLC History No change 18,015 530 0.33% 0.33% 1041 0 0.0% Q2 2026 Aug 14, 2026
Rockbridge Investment Management, LCC History No change 17,865 525 0.04% 0.04% 1042 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 17,826 524 0.24% 0.24% 1043 0 0.0% Q2 2026 Aug 04, 2026
GILL CAPITAL PARTNERS, LLC History No change 17,712 521 0.14% 0.14% 1044 0 0.0% Q2 2026 Aug 20, 2026
MBE Wealth Management, LLC History No change 17,716 521 0.18% 0.18% 1045 0 0.0% Q2 2026 Jul 24, 2026
TPG Advisors LLC History No change 17,735 521 0.29% 0.29% 1046 0 0.0% Q2 2026 Jul 29, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 17,616 518 0.03% 0.03% 1047 0 0.0% Q2 2026 Jul 20, 2026
Armor Investment Advisors, LLC History No change 17,574 517 0.17% 0.17% 1048 0 0.0% Q2 2026 Aug 04, 2026
Hudock, Inc. History No change 17,407 512 0.07% 0.07% 1049 0 0.0% Q2 2026 Jul 31, 2026
DDD Partners, LLC History No change 17,364 511 0.03% 0.03% 1050 0 0.0% Q2 2026 Aug 05, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 17,364 511 0.25% 0.25% 1051 0 0.0% Q2 2026 Aug 13, 2026
REGIMEN WEALTH, LLC History No change 17,373 511 0.14% 0.14% 1052 0 0.0% Q2 2026 Aug 05, 2026
First County Bank /CT/ History No change 17,370 511 0.24% 0.24% 1053 0 0.0% Q2 2026 Jul 02, 2026
Grantvest Financial Group LLC History No change 17,316 509 0.29% 0.29% 1054 0 0.0% Q2 2026 Aug 07, 2026
Fisher Asset Management, LLC History No change 17,270 508 0.0% 0.0% 1055 0 0.0% Q2 2026 Aug 04, 2026
Nautilus Advisors LLC History No change 16,950 508 0.31% 0.3% 1056 0 0.0% Q3 2026 Oct 06, 2026
Grey Fox Wealth Advisors, LLC History No change 17,240 507 0.08% 0.08% 1057 0 0.0% Q2 2026 Jul 17, 2026
BLUELINE ADVISORS LLC History No change 17,173 505 0.35% 0.35% 1058 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisors, LLC History No change 17,139 504 0.07% 0.07% 1059 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 17,123 503 0.01% 0.01% 1060 0 0.0% Q2 2026 Jul 31, 2026
Slow Capital, Inc. History No change 17,125 503 0.06% 0.06% 1061 0 0.0% Q2 2026 Jul 22, 2026
Rinkey Investments History No change 17,090 502 0.12% 0.12% 1062 0 0.0% Q2 2026 Jul 20, 2026
Waldron Private Wealth LLC History No change 17,051 501 0.02% 0.02% 1063 0 0.0% Q2 2026 Jul 20, 2026
Flagship Private Wealth, LLC History No change 17,021 500 0.18% 0.18% 1064 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History No change 16,928 498 0.06% 0.06% 1065 0 0.0% Q2 2026 Aug 11, 2026
ALTFEST L J & CO INC History No change 16,847 495 0.05% 0.05% 1066 0 0.0% Q2 2026 Jul 30, 2026
Lafayette Investments, Inc. History No change 16,847 495 0.09% 0.09% 1067 0 0.0% Q2 2026 Aug 11, 2026
Barton Investment Management History No change 16,844 495 0.07% 0.07% 1068 0 0.0% Q2 2026 Jul 20, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 16,844 495 0.06% 0.06% 1069 0 0.0% Q2 2026 Aug 25, 2026
FIRST TRUST ADVISORS LP History No change 16,756 493 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 11, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 16,724 492 0.3% 0.3% 1071 0 0.0% Q2 2026 Jul 28, 2026
Advisors Capital Management, LLC History No change 16,673 490 0.01% 0.01% 1072 0 0.0% Q2 2026 Aug 11, 2026
Evansbrook LLC History No change 16,639 489 0.29% 0.29% 1073 0 0.0% Q2 2026 Aug 04, 2026
GK Wealth Management LLC History Reduced 16,246 487 0.27% 0.28% 1074 -2,018 -11.05% Q3 2026 Oct 09, 2026
CAPITAL & PLANNING, LLC History No change 16,515 486 0.25% 0.25% 1075 0 0.0% Q2 2026 Sep 02, 2026
Roof Eidam Maycock Peralta, LLC History No change 16,485 485 0.1% 0.1% 1076 0 0.0% Q2 2026 Jul 24, 2026
Capstone Financial Advisors, Inc. History No change 16,487 485 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History No change 16,500 485 0.28% 0.28% 1078 0 0.0% Q2 2026 Jul 22, 2026
Pathway Financial Advisors LLC History No change 16,158 484 0.05% 0.06% 1079 0 0.0% Q3 2026 Oct 07, 2026
TCI Wealth Advisors, Inc. History No change 16,437 483 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 29, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 16,411 482 0.04% 0.04% 1081 0 0.0% Q2 2026 Aug 12, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 16,208 476 0.09% 0.09% 1082 0 0.0% Q2 2026 Jul 17, 2026
Connecticut Wealth Management, LLC History No change 16,180 476 0.02% 0.02% 1083 0 0.0% Q2 2026 Jul 29, 2026
Emissary Wealth LLC History No change 16,082 473 0.36% 0.36% 1084 0 0.0% Q2 2026 Jul 28, 2026
Accredited Investors Inc. History No change 16,042 472 0.02% 0.02% 1085 0 0.0% Q2 2026 Jul 21, 2026
Essex Bank History No change 16,001 470 0.1% 0.1% 1086 0 0.0% Q2 2026 Jul 23, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 15,999 470 0.31% 0.31% 1087 0 0.0% Q2 2026 Aug 14, 2026
Seaside Wealth Management, Inc. History No change 15,852 466 0.12% 0.12% 1088 0 0.0% Q2 2026 Aug 05, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 15,784 464 0.17% 0.17% 1089 0 0.0% Q2 2026 Jul 15, 2026
Aspire Growth Partners LLC History No change 15,744 463 0.27% 0.27% 1090 0 0.0% Q2 2026 Jul 29, 2026
FINANCIAL LIFE ADVISORS History No change 15,708 462 0.13% 0.13% 1091 0 0.0% Q2 2026 Jul 28, 2026
Burton Enright Welch History No change 15,684 461 0.05% 0.05% 1092 0 0.0% Q2 2026 Jul 17, 2026
Traub Capital Management LLC History No change 15,651 460 0.41% 0.41% 1093 0 0.0% Q2 2026 Jul 23, 2026
Your Advocates Ltd., LLP History No change 15,610 459 0.13% 0.13% 1094 0 0.0% Q2 2026 Aug 05, 2026
Aspect Partners, LLC History No change 15,546 457 0.17% 0.17% 1095 0 0.0% Q2 2026 Jul 16, 2026
Global Wealth Strategies & Associates History Added to 15,214 456 0.08% 0.08% 1097 +10 0.07% Q3 2026 Oct 01, 2026
Confluence Wealth Services, Inc. History No change 15,506 456 0.01% 0.01% 1096 0 0.0% Q2 2026 Jul 22, 2026
Riverview Capital Advisers, LLC History No change 15,415 453 0.13% 0.13% 1098 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 15,372 452 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 15,372 452 0.01% 0.01% 1100 0 0.0% Q2 2026 Aug 12, 2026
Aspen Capital Management, LLC History No change 15,379 452 0.1% 0.1% 1101 0 0.0% Q2 2026 Aug 04, 2026
Coppell Advisory Solutions LLC History No change 28,523 449 0.04% 0.04% 1102 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 15,240 448 0.05% 0.05% 1103 0 0.0% Q2 2026 Jul 21, 2026
MATHER GROUP, LLC. History No change 15,224 448 0.0% 0.0% 1104 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 15,176 446 0.0% 0.0% 1105 0 0.0% Q2 2026 Aug 04, 2026
KICKSTAND VENTURES, LLC. History No change 15,159 446 0.08% 0.08% 1106 0 0.0% Q2 2026 Jul 30, 2026
Keenan, LLC History No change 15,181 446 0.32% 0.32% 1107 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 15,154 445 0.0% 0.0% 1108 0 0.0% Q2 2026 Jul 13, 2026
Pacific Park Financial, Inc. History No change 15,016 441 0.26% 0.26% 1109 0 0.0% Q2 2026 Jul 21, 2026
BXM Wealth LLC History No change 14,975 440 0.24% 0.24% 1110 0 0.0% Q2 2026 Jul 24, 2026
Wealthquest Corp History No change 14,943 439 0.03% 0.03% 1111 0 0.0% Q2 2026 Jul 23, 2026
Sonoma Private Wealth LLC History No change 14,892 438 0.47% 0.47% 1112 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 14,869 437 0.13% 0.13% 1113 0 0.0% Q2 2026 Jul 24, 2026
Northern Financial Advisors Inc History No change 14,882 437 0.29% 0.29% 1114 0 0.0% Q2 2026 Jul 27, 2026
Elevated Financial Group LLC History No change 14,850 437 0.12% 0.12% 1115 0 0.0% Q2 2026 Jul 22, 2026
Aventus Investment Advisors, Inc. History Reduced 14,551 436 0.32% 0.34% 1117 -1,434 -8.97% Q3 2026 Oct 09, 2026
Penobscot Investment Management Company, Inc. History No change 14,820 436 0.03% 0.03% 1116 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 14,771 434 0.01% 0.01% 1118 0 0.0% Q2 2026 Jul 30, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 14,717 433 0.02% 0.02% 1119 0 0.0% Q2 2026 Aug 13, 2026
Williams Jones Wealth Management, LLC. History No change 14,690 432 0.0% 0.0% 1120 0 0.0% Q2 2026 Aug 05, 2026
Cadence Wealth Management LLC History No change 14,646 431 0.19% 0.19% 1121 0 0.0% Q2 2026 Aug 12, 2026
SkyOak Wealth, LLC History No change 14,590 429 0.07% 0.07% 1122 0 0.0% Q2 2026 Jul 30, 2026
Paladin Wealth, LLC History No change 14,544 428 0.25% 0.25% 1123 0 0.0% Q2 2026 Jul 09, 2026
Bogart Wealth, LLC History No change 14,493 426 0.01% 0.01% 1124 0 0.0% Q2 2026 Jul 24, 2026
Qube Research & Technologies Ltd History No change 14,491 426 0.0% 0.0% 1125 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 14,459 425 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 15, 2026
Mainsail Financial Group, LLC History No change 14,449 425 0.14% 0.14% 1127 0 0.0% Q2 2026 Jul 15, 2026
Fairway Wealth LLC History No change 14,373 422 0.1% 0.1% 1128 0 0.0% Q2 2026 Jul 24, 2026
Lighthouse Wealth Management Inc. History No change 14,202 417 0.26% 0.26% 1129 0 0.0% Q2 2026 Jul 22, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 14,120 415 0.08% 0.08% 1130 0 0.0% Q2 2026 Aug 04, 2026
Hippocratic Financial Advisors, LLC History No change 14,116 415 0.16% 0.16% 1131 0 0.0% Q2 2026 Aug 03, 2026
Westshore Wealth, LLC History No change 14,030 412 0.13% 0.13% 1132 0 0.0% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 13,675 410 0.28% 0.14% 1134 +6,786 98.5% Q3 2026 Oct 09, 2026
Strategic Blueprint, LLC History No change 13,956 410 0.02% 0.02% 1133 0 0.0% Q2 2026 Jul 23, 2026
WPG Advisers, LLC History No change 13,940 410 0.24% 0.24% 1135 0 0.0% Q2 2026 Aug 05, 2026
FC Advisory LLC History Added to 13,662 409 0.11% 0.11% 1137 +77 0.57% Q3 2026 Oct 05, 2026
Aviance Capital Partners, LLC History No change 13,899 409 0.04% 0.04% 1136 0 0.0% Q2 2026 Jul 30, 2026
SeaBridge Investment Advisors LLC History No change 13,800 406 0.06% 0.06% 1138 0 0.0% Q2 2026 Jul 17, 2026
WADDELL & ASSOCIATES, LLC History No change 13,665 402 0.02% 0.02% 1139 0 0.0% Q2 2026 Jul 15, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 13,644 401 0.09% 0.09% 1140 0 0.0% Q2 2026 Jul 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 13,609 400 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 13,584 399 0.02% 0.02% 1142 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 13,578 399 0.01% 0.01% 1143 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 13,578 399 0.02% 0.02% 1144 0 0.0% Q2 2026 Jul 22, 2026
Modus Advisors, LLC History No change 13,526 398 0.1% 0.1% 1145 0 0.0% Q2 2026 Aug 03, 2026
MAYPORT, LLC History No change 13,506 397 0.06% 0.06% 1146 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 13,465 396 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 03, 2026
PETERSON WEALTH MANAGEMENT History No change 13,472 396 0.18% 0.18% 1148 0 0.0% Q2 2026 Jul 30, 2026
Delos Wealth Advisors, LLC History No change 13,422 395 0.2% 0.2% 1149 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 13,360 393 0.01% 0.01% 1150 0 0.0% Q2 2026 Oct 07, 2026
Granite Bay Wealth Management, LLC History No change 13,323 392 0.04% 0.04% 1151 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 13,248 389 0.04% 0.04% 1152 0 0.0% Q2 2026 Jul 24, 2026
South Shore Capital Advisors History No change 13,223 389 0.26% 0.26% 1153 0 0.0% Q2 2026 Jul 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 13,243 389 0.19% 0.19% 1154 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 13,151 387 0.01% 0.01% 1155 0 0.0% Q2 2026 Jul 20, 2026
Narwhal Capital Management History No change 13,033 383 0.03% 0.03% 1156 0 0.0% Q2 2026 Jul 24, 2026
Costello Asset Management, INC History No change 13,027 383 0.11% 0.11% 1157 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC History Added to 12,757 382 0.03% 0.03% 1159 +4 0.03% Q3 2026 Oct 01, 2026
Brooklyn FI, LLC History No change 13,006 382 0.07% 0.07% 1158 0 0.0% Q2 2026 Aug 04, 2026
Berman McAleer LLC History No change 12,978 381 0.04% 0.04% 1160 0 0.0% Q2 2026 Jul 16, 2026
ONE Advisory Partners, LLC History No change 12,924 380 0.1% 0.1% 1161 0 0.0% Q2 2026 Jul 21, 2026
Clarity Financial LLC History No change 12,945 380 0.03% 0.03% 1162 0 0.0% Q2 2026 Jul 20, 2026
RETIREMENT GUYS FORMULA LLC History No change 12,923 380 0.14% 0.14% 1163 0 0.0% Q2 2026 Jul 30, 2026
XY Planning Network, Inc. History No change 12,881 379 0.05% 0.05% 1164 0 0.0% Q2 2026 Jul 14, 2026
LifeSteps Financial, Inc. History No change 12,801 376 0.18% 0.18% 1165 0 0.0% Q2 2026 Jul 17, 2026
Peregrine Asset Advisers, Inc. History No change 12,729 374 0.08% 0.08% 1166 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 12,700 373 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Trust, LLC History No change 12,678 373 0.05% 0.05% 1168 0 0.0% Q2 2026 Aug 06, 2026
Fusion Capital, LLC History No change 12,689 373 0.09% 0.09% 1169 0 0.0% Q2 2026 Aug 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 12,656 372 0.02% 0.02% 1170 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 12,660 372 0.05% 0.05% 1171 0 0.0% Q2 2026 Jul 21, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 12,640 371 0.29% 0.29% 1172 0 0.0% Q2 2026 Aug 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 12,577 370 0.02% 0.02% 1173 0 0.0% Q2 2026 Jul 21, 2026
Sound Stewardship, LLC History No change 12,563 369 0.15% 0.15% 1174 0 0.0% Q2 2026 Jul 13, 2026
ProVise Management Group, LLC History No change 12,476 367 0.02% 0.02% 1175 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 12,454 366 0.0% 0.0% 1176 0 0.0% Q2 2026 Jul 24, 2026
PTM WEALTH MANAGEMENT, LLC History No change 12,546 365 0.16% 0.16% 1177 0 0.0% Q2 2026 Aug 06, 2026
CPC Advisors, LLC History No change 12,381 364 0.05% 0.05% 1178 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 12,369 364 0.08% 0.08% 1179 0 0.0% Q2 2026 Jul 21, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 12,360 363 0.13% 0.13% 1180 0 0.0% Q2 2026 Aug 07, 2026
Roger Wittlin Investment Advisory, LLC History No change 12,327 362 0.28% 0.28% 1181 0 0.0% Q2 2026 Jul 17, 2026
Financial Designs Corp History Reduced 12,040 361 0.19% 0.22% 1182 -2,132 -15.04% Q3 2026 Oct 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 12,295 361 0.04% 0.04% 1183 0 0.0% Q2 2026 Jul 09, 2026
Smithfield Trust Co History No change 12,178 358 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 05, 2026
EASTERN BANK History No change 11,952 358 0.01% 0.01% 1185 0 0.0% Q3 2026 Oct 05, 2026
Diversified Investment Strategies, LLC History No change 12,195 358 0.23% 0.23% 1186 0 0.0% Q2 2026 Jul 27, 2026
GoalVest Advisory LLC History No change 11,925 357 0.06% 0.06% 1187 0 0.0% Q3 2026 Oct 02, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 12,138 357 0.2% 0.2% 1188 0 0.0% Q2 2026 Jul 20, 2026
MKD WEALTH COACHES, LLC History Added to 11,885 356 0.29% 0.29% 1189 +192 1.64% Q3 2026 Oct 08, 2026
StoneX Group Inc. History No change 12,050 354 0.01% 0.01% 1190 0 0.0% Q2 2026 Aug 12, 2026
CALTON & ASSOCIATES, INC. History No change 12,028 353 0.05% 0.05% 1191 0 0.0% Q2 2026 Aug 10, 2026
PGIM Custom Harvest LLC History No change 12,011 353 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 13, 2026
Portus Wealth Advisors, LLC History No change 12,006 353 0.29% 0.29% 1193 0 0.0% Q2 2026 Jul 21, 2026
WealthCollab, LLC History No change 11,984 352 0.13% 0.13% 1194 0 0.0% Q2 2026 Aug 10, 2026
JSF Financial, LLC History No change 11,937 351 0.06% 0.06% 1195 0 0.0% Q2 2026 Jul 28, 2026
Lansing Street Advisors History No change 11,934 351 0.07% 0.07% 1196 0 0.0% Q2 2026 Jul 24, 2026
Soltis Investment Advisors LLC History No change 11,907 350 0.02% 0.02% 1197 0 0.0% Q2 2026 Jul 31, 2026
Shakespeare Wealth Management, LLC History No change 11,833 348 0.09% 0.09% 1198 0 0.0% Q2 2026 Jul 20, 2026
OneAscent Financial Services LLC History No change 11,790 346 0.02% 0.02% 1199 0 0.0% Q2 2026 Aug 11, 2026
Dickmeyer Boyce Financial Management, Inc. History Added to 11,510 345 0.18% 0.18% 1202 +15 0.13% Q3 2026 Oct 08, 2026
HOWE & RUSLING INC History No change 11,732 345 0.02% 0.02% 1200 0 0.0% Q2 2026 Aug 10, 2026
Palouse Capital Management, Inc. History No change 11,732 345 0.22% 0.22% 1201 0 0.0% Q2 2026 Jul 08, 2026
Wealth Care LLC History No change 11,700 344 0.28% 0.28% 1203 0 0.0% Q2 2026 Jul 15, 2026
N.E.W. Advisory Services LLC History No change 11,664 343 0.02% 0.02% 1204 0 0.0% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History No change 11,688 343 0.01% 0.01% 1205 0 0.0% Q2 2026 Aug 14, 2026
WARNER FINANCIAL, INC History No change 11,664 343 0.1% 0.1% 1206 0 0.0% Q2 2026 Jul 09, 2026
Koshinski Asset Management, Inc. History No change 11,614 341 0.02% 0.02% 1207 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 11,601 341 0.07% 0.07% 1208 0 0.0% Q2 2026 Jul 29, 2026
Traynor Capital Management, Inc. History No change 11,597 341 0.02% 0.02% 1209 0 0.0% Q2 2026 Jul 22, 2026
Brady Martz Wealth Solutions, LLC History No change 11,603 341 0.05% 0.05% 1210 0 0.0% Q2 2026 Jul 23, 2026
Falcon Wealth Planning History No change 11,585 340 0.02% 0.02% 1211 0 0.0% Q2 2026 Jul 13, 2026
Bluesphere Advisors LLC History No change 11,523 339 0.1% 0.1% 1212 0 0.0% Q2 2026 Jul 30, 2026
LCW Services, LLC History No change 11,487 338 0.15% 0.15% 1213 0 0.0% Q2 2026 Jul 30, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 11,443 336 0.04% 0.04% 1214 0 0.0% Q2 2026 Aug 03, 2026
Delta Investment Management, LLC History No change 11,419 336 0.06% 0.06% 1215 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 11,445 336 0.09% 0.09% 1216 0 0.0% Q2 2026 Jul 20, 2026
AUCTUS ADVISORS LLC History No change 11,429 336 0.28% 0.28% 1217 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 11,407 335 0.02% 0.02% 1218 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 11,371 334 0.01% 0.01% 1219 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Capital Advisors LLC History No change 11,262 331 0.02% 0.02% 1220 0 0.0% Q2 2026 Aug 12, 2026
Quartz Partners, LLC History No change 11,253 331 0.11% 0.11% 1221 0 0.0% Q2 2026 Aug 10, 2026
Summit Investment Advisory Services, LLC History No change 11,280 331 0.08% 0.08% 1222 0 0.0% Q2 2026 Jul 24, 2026
Intelligence Driven Advisers, LLC History No change 11,001 330 0.06% 0.05% 1223 0 0.0% Q3 2026 Oct 09, 2026
Index Fund Advisors, Inc. History No change 11,201 329 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 12, 2026
Accel Wealth Management History No change 11,187 329 0.07% 0.07% 1225 0 0.0% Q2 2026 Jul 10, 2026
Capital Investment Counsel, LLC History No change 11,198 329 0.04% 0.04% 1226 0 0.0% Q2 2026 Jul 15, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 10,896 326 0.07% 0.06% 1228 +1,471 15.61% Q3 2026 Oct 05, 2026
BESSEMER GROUP INC History No change 11,063 326 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 11,070 325 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 11,052 325 0.04% 0.04% 1230 0 0.0% Q2 2026 Jul 20, 2026
Intrua Financial, LLC History No change 11,047 325 0.03% 0.03% 1231 0 0.0% Q2 2026 Jul 24, 2026
FinDec Wealth Services, Inc. History No change 11,071 325 0.38% 0.38% 1232 0 0.0% Q2 2026 Aug 06, 2026
FORTEM FINANCIAL GROUP, LLC History No change 11,004 323 0.07% 0.07% 1233 0 0.0% Q2 2026 Jul 20, 2026
WEBSTER BANK, N. A. History No change 10,885 320 0.03% 0.03% 1234 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial Wealth Advisors, LLC History No change 10,893 320 0.04% 0.04% 1235 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 10,844 319 0.04% 0.04% 1236 0 0.0% Q2 2026 Jul 20, 2026
One Day In July LLC History No change 10,856 319 0.02% 0.02% 1237 0 0.0% Q2 2026 Aug 03, 2026
Family Investment Center, Inc. History No change 10,812 318 0.05% 0.05% 1238 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 10,833 318 0.04% 0.04% 1239 0 0.0% Q2 2026 Jul 10, 2026
Maridea Wealth Management LLC History No change 10,826 318 0.03% 0.03% 1240 0 0.0% Q2 2026 Aug 06, 2026
William Howard & Co Financial Advisors Inc History No change 10,781 317 0.25% 0.25% 1241 0 0.0% Q2 2026 Jul 09, 2026
Legacy Wealth Partners, LLC History No change 10,787 317 0.07% 0.07% 1242 0 0.0% Q2 2026 Jul 22, 2026
Waterford Advisors, LLC History No change 9,987 316 0.09% 0.09% 1243 0 0.0% Q2 2026 Aug 14, 2026
Riggs Asset Managment Co. Inc. History No change 10,705 315 0.06% 0.06% 1244 0 0.0% Q2 2026 Jul 29, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 10,644 313 0.02% 0.02% 1245 0 0.0% Q2 2026 Jul 20, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 10,647 313 0.13% 0.13% 1246 0 0.0% Q2 2026 Jul 28, 2026
BEACON FINANCIAL GROUP History No change 10,607 312 0.03% 0.03% 1247 0 0.0% Q2 2026 Jul 16, 2026
SP Asset Management LLC History No change 10,610 312 0.03% 0.03% 1248 0 0.0% Q2 2026 Aug 04, 2026
WealthBridge Capital Management, LLC History No change 10,547 310 0.06% 0.06% 1249 0 0.0% Q2 2026 Jul 24, 2026
SYON CAPITAL LLC History No change 10,553 310 0.01% 0.01% 1250 0 0.0% Q2 2026 Aug 14, 2026
Guardian Wealth Advisors, LLC History No change 10,524 309 0.15% 0.15% 1251 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 10,476 308 0.01% 0.01% 1252 0 0.0% Q2 2026 Jul 17, 2026
Pegasus Asset Management, Inc. History No change 10,487 308 0.09% 0.09% 1253 0 0.0% Q2 2026 Aug 05, 2026
Swisher Financial Concepts, Inc. History No change 10,472 308 0.19% 0.19% 1254 0 0.0% Q2 2026 Aug 06, 2026
Eley Financial Management, Inc History No change 10,497 308 0.1% 0.1% 1255 0 0.0% Q2 2026 Aug 11, 2026
Tradition Wealth Management, LLC History No change 10,432 307 0.02% 0.02% 1256 0 0.0% Q2 2026 Aug 11, 2026
Storen Legacy Partners, LLC History No change 10,451 307 0.08% 0.08% 1257 0 0.0% Q2 2026 Jul 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 10,429 306 0.0% 0.0% 1258 0 0.0% Q2 2026 Aug 14, 2026
BetterWealth, LLC History No change 10,332 304 0.05% 0.05% 1259 0 0.0% Q2 2026 Jul 21, 2026
Elevated Capital Advisors, LLC History No change 10,322 303 0.08% 0.08% 1260 0 0.0% Q2 2026 Aug 03, 2026
Quotient Wealth Partners, LLC History No change 10,296 303 0.01% 0.01% 1261 0 0.0% Q2 2026 Aug 03, 2026
WBI INVESTMENTS, LLC History No change 10,285 302 0.07% 0.07% 1262 0 0.0% Q2 2026 Aug 11, 2026
Capital Wealth Planning, LLC History No change 10,216 300 0.0% 0.0% 1263 0 0.0% Q2 2026 Aug 14, 2026
RAM Investment Partners, LLC History No change 10,149 298 0.05% 0.05% 1264 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 10,093 296 0.01% 0.01% 1265 0 0.0% Q2 2026 Jul 28, 2026
Wagner Wealth Management, LLC History No change 10,075 296 0.05% 0.05% 1266 0 0.0% Q2 2026 Jul 24, 2026
Sensible Money, LLC History No change 10,067 296 0.08% 0.08% 1267 0 0.0% Q2 2026 Jul 30, 2026
PINNEY & SCOFIELD, INC. History No change 10,024 295 0.14% 0.14% 1268 0 0.0% Q2 2026 Aug 07, 2026
Foguth Wealth Management, LLC. History No change 10,041 293 0.03% 0.03% 1269 0 0.0% Q2 2026 Jul 21, 2026
PERSPECTIVE WEALTH ADVISORS LLC History No change 9,986 293 0.16% 0.16% 1270 0 0.0% Q2 2026 Aug 13, 2026
Shira Ridge Wealth Management History No change 9,735 292 0.1% 0.1% 1271 0 0.0% Q3 2026 Oct 08, 2026
25 LLC History No change 9,937 292 0.08% 0.08% 1272 0 0.0% Q2 2026 Jul 28, 2026
Berkeley Capital Partners, LLC History No change 9,901 291 0.06% 0.06% 1273 0 0.0% Q2 2026 Aug 06, 2026
J. Derek Lewis & Associates Inc. History No change 9,901 291 0.05% 0.05% 1274 0 0.0% Q2 2026 Jul 31, 2026
Main Street Research LLC History No change 9,835 289 0.01% 0.01% 1275 0 0.0% Q2 2026 Jul 29, 2026
Capital Asset Advisory Services LLC History No change 9,848 289 0.01% 0.01% 1276 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 9,809 288 0.01% 0.01% 1277 0 0.0% Q2 2026 Aug 14, 2026
Segment Wealth Management, LLC History No change 9,789 288 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 16, 2026
Empowered Funds, LLC History No change 9,809 288 0.0% 0.0% 1279 0 0.0% Q2 2026 Aug 14, 2026
PENNEY FINANCIAL, LLC History No change 9,816 288 0.1% 0.1% 1280 0 0.0% Q2 2026 Jul 22, 2026
Verity & Verity, LLC History No change 9,780 287 0.02% 0.02% 1281 0 0.0% Q2 2026 Jul 28, 2026
Rollins Financial Advisors, LLC History No change 9,724 286 0.04% 0.04% 1282 0 0.0% Q2 2026 Aug 04, 2026
High Net Worth Advisory Group LLC History No change 9,719 286 0.06% 0.06% 1283 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisory Corp History No change 9,683 284 0.04% 0.04% 1284 0 0.0% Q2 2026 Jul 09, 2026
GAMMA Investing LLC History Added to 9,443 283 0.01% 0.0% 1285 +6,299 200.35% Q3 2026 Oct 08, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 9,628 283 0.19% 0.19% 1286 0 0.0% Q2 2026 Aug 11, 2026
Canvas Wealth Advisors, LLC History No change 9,583 282 0.04% 0.04% 1287 0 0.0% Q2 2026 Jul 10, 2026
Black Swift Group, LLC History No change 9,578 281 0.04% 0.04% 1288 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 9,551 281 0.03% 0.03% 1289 0 0.0% Q2 2026 Jul 27, 2026
Affinity Capital Advisors, LLC History No change 9,506 281 0.03% 0.03% 1290 0 0.0% Q2 2026 Jul 08, 2026
STRATEGIC PLANNING GROUP, LLC History No change 9,581 281 0.03% 0.03% 1291 0 0.0% Q2 2026 Jul 16, 2026
Golden State Wealth Management, LLC History No change 9,528 280 0.03% 0.03% 1292 0 0.0% Q2 2026 Jul 22, 2026
Salomon & Ludwin, LLC History No change 9,468 278 0.02% 0.02% 1293 0 0.0% Q2 2026 Aug 07, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 9,472 278 0.16% 0.16% 1294 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 9,457 278 0.02% 0.02% 1295 0 0.0% Q2 2026 Aug 14, 2026
Southeast Asset Advisors, LLC History No change 9,416 277 0.03% 0.03% 1296 0 0.0% Q2 2026 Aug 14, 2026
WULFF, HANSEN & CO. History No change 9,390 276 0.21% 0.21% 1297 0 0.0% Q2 2026 Aug 05, 2026
Boston Partners History No change 9,409 276 0.0% 0.0% 1298 0 0.0% Q2 2026 Aug 04, 2026
M3 Advisory Group, LLC History No change 9,388 276 0.14% 0.14% 1299 0 0.0% Q2 2026 Jul 24, 2026
OLD NATIONAL BANCORP /IN/ History No change 9,365 275 0.01% 0.01% 1300 0 0.0% Q2 2026 Jul 15, 2026
Welch Group, LLC History No change 9,378 275 0.01% 0.01% 1301 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, Inc. History No change 9,318 274 0.01% 0.01% 1302 0 0.0% Q2 2026 Aug 10, 2026
Inlight Wealth Management, LLC History No change 9,322 274 0.09% 0.09% 1303 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 9,287 273 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 29, 2026
Principia Wealth Advisory, LLC History No change 9,288 273 0.14% 0.14% 1305 0 0.0% Q2 2026 Aug 26, 2026
PRAIRIE ADVISORY, LLC History No change 9,282 273 0.06% 0.06% 1306 0 0.0% Q2 2026 Jul 20, 2026
Howard Capital Management Group, LLC History No change 9,234 271 0.02% 0.02% 1307 0 0.0% Q2 2026 Jul 16, 2026
Purkiss Capital Advisors LLC History No change 9,179 270 0.1% 0.1% 1308 0 0.0% Q2 2026 Jul 30, 2026
Sterling Investment Advisors, Ltd. History No change 9,174 269 0.04% 0.04% 1309 0 0.0% Q2 2026 Jul 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 9,140 268 0.06% 0.06% 1310 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Advisory Services, LLC History No change 9,035 265 0.02% 0.02% 1311 0 0.0% Q2 2026 Jul 23, 2026
LAZARD ASSET MANAGEMENT LLC History No change 9,000 264 0.0% 0.0% 1312 0 0.0% Q2 2026 Aug 14, 2026
Cottage Street Advisors LLC History No change 8,938 263 0.1% 0.1% 1313 0 0.0% Q2 2026 Jul 20, 2026
Outbound Financial Inc History No change 8,941 263 0.17% 0.17% 1314 0 0.0% Q2 2026 Jul 15, 2026
Haven Private, LLC History No change 8,935 262 0.1% 0.1% 1315 0 0.0% Q2 2026 Jul 28, 2026
LEE DANNER & BASS INC History No change 8,886 261 0.02% 0.02% 1316 0 0.0% Q2 2026 Jul 21, 2026
Roan Capital Partners History Added to 8,672 260 0.19% 0.21% 1317 +23 0.27% Q3 2026 Oct 09, 2026
Patriot Financial Group Insurance Agency, LLC History No change 8,806 259 0.03% 0.03% 1318 0 0.0% Q2 2026 Jul 16, 2026
Presidio Capital Management, LLC History No change 8,772 258 0.06% 0.06% 1319 0 0.0% Q2 2026 Jul 14, 2026
RW Investment Management LLC History No change 8,754 257 0.02% 0.02% 1320 0 0.0% Q2 2026 Aug 06, 2026
Global Assets Advisory, LLC History No change 8,749 257 0.06% 0.06% 1321 0 0.0% Q2 2026 Jul 27, 2026
Fearless Solutions, LLC dba Best Invest History No change 8,757 257 0.14% 0.14% 1322 0 0.0% Q2 2026 Jul 21, 2026
Busey Bank History No change 8,721 256 0.01% 0.01% 1323 0 0.0% Q2 2026 Aug 13, 2026
MKT Advisors LLC History No change 8,691 256 0.08% 0.08% 1324 0 0.0% Q2 2026 Jul 09, 2026
Capital Investment Services of America, Inc. History No change 8,670 255 0.02% 0.02% 1325 0 0.0% Q2 2026 Jul 22, 2026
Mustard Seed Financial, LLC History No change 8,695 255 0.13% 0.13% 1326 0 0.0% Q2 2026 Aug 05, 2026
Ducere Wealth Management LLC History No change 8,679 255 0.08% 0.08% 1327 0 0.0% Q2 2026 Jul 28, 2026
SageGuard Financial Group, LLC History No change 8,656 254 0.04% 0.04% 1328 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Management History No change 8,662 254 0.27% 0.27% 1329 0 0.0% Q2 2026 Aug 10, 2026
Diversified Portfolios, Inc. History No change 8,606 253 0.02% 0.02% 1330 0 0.0% Q2 2026 Aug 04, 2026
Barnes Dennig Private Wealth Management LLC History No change 8,573 252 0.2% 0.2% 1331 0 0.0% Q2 2026 Jul 15, 2026
Evercore Wealth Management, LLC History No change 8,523 250 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 14, 2026
Mattern Wealth Management LLC History No change 8,496 250 0.04% 0.04% 1333 0 0.0% Q2 2026 Jul 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 8,457 249 0.18% 0.18% 1334 0 0.0% Q2 2026 Aug 18, 2026
Centennial Wealth Advisory LLC History No change 8,478 249 0.05% 0.05% 1335 0 0.0% Q2 2026 Jul 13, 2026
AMARA FINANCIAL, LLC. History No change 8,495 249 0.15% 0.15% 1336 0 0.0% Q2 2026 Aug 07, 2026
Prostatis Group LLC History No change 8,444 248 0.06% 0.06% 1337 0 0.0% Q2 2026 Aug 14, 2026
Legacy Bridge, LLC History No change 8,429 248 0.08% 0.08% 1338 0 0.0% Q2 2026 Aug 13, 2026
Brookwood Investment Group LLC History No change 8,403 247 0.03% 0.03% 1339 0 0.0% Q2 2026 Jul 23, 2026
Rare Wolf Capital LLC History No change 8,400 247 0.16% 0.16% 1340 0 0.0% Q2 2026 Jul 23, 2026
Cypress Wealth Services, LLC History No change 8,389 246 0.03% 0.03% 1341 0 0.0% Q2 2026 Jul 10, 2026
G&S Capital LLC History No change 8,359 246 0.07% 0.07% 1342 0 0.0% Q2 2026 Jul 10, 2026
Bond & Devick Financial Network, Inc. History No change 8,390 246 0.06% 0.06% 1343 0 0.0% Q2 2026 Jul 16, 2026
WP Advisors, LLC History No change 8,337 245 0.06% 0.06% 1344 0 0.0% Q2 2026 Jul 29, 2026
True Link Financial Advisors, LLC History No change 8,297 244 0.01% 0.01% 1345 0 0.0% Q2 2026 Jul 31, 2026
PDS Planning, Inc History No change 8,230 242 0.01% 0.01% 1346 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 8,164 240 0.04% 0.04% 1347 0 0.0% Q2 2026 Aug 10, 2026
Old Mission Investment Co LLC History No change 8,129 239 0.05% 0.05% 1348 0 0.0% Q2 2026 Aug 14, 2026
Beacon Capital Management, LLC History No change 8,098 238 0.03% 0.03% 1349 0 0.0% Q2 2026 Jul 29, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 8,076 237 0.02% 0.02% 1350 0 0.0% Q2 2026 Jul 09, 2026
TRUE Private Wealth Advisors History No change 8,064 237 0.02% 0.02% 1351 0 0.0% Q2 2026 Jul 23, 2026
Beacon Wealthcare LLC History No change 7,866 235 0.07% 0.07% 1352 0 0.0% Q3 2026 Oct 02, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 8,018 235 0.03% 0.03% 1353 0 0.0% Q2 2026 Jul 31, 2026
Sunbeam Capital Management, LLC History No change 8,009 235 0.11% 0.11% 1354 0 0.0% Q2 2026 Jul 14, 2026
D'Orazio & Associates, Inc. History No change 7,984 234 0.03% 0.03% 1355 0 0.0% Q2 2026 Jul 28, 2026
LAWOOD & CO History No change 7,800 234 0.16% 0.16% 1356 0 0.0% Q3 2026 Oct 09, 2026
CHAPIN DAVIS, INC. History No change 7,783 233 0.04% 0.04% 1357 0 0.0% Q3 2026 Oct 08, 2026
Quadcap Wealth Management, LLC History No change 7,924 233 0.02% 0.02% 1358 0 0.0% Q2 2026 Jul 31, 2026
WIN ADVISORS, INC History No change 7,883 232 0.08% 0.08% 1359 0 0.0% Q2 2026 Aug 04, 2026
Lesa Sroufe & Co History No change 7,831 230 0.16% 0.16% 1360 0 0.0% Q2 2026 Jul 22, 2026
Griffith & Werner, Inc. History No change 7,814 230 0.11% 0.11% 1361 0 0.0% Q2 2026 Jul 29, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 7,842 230 0.16% 0.16% 1362 0 0.0% Q2 2026 Jul 31, 2026
NorthStar Asset Management LLC /NJ/ History No change 7,800 229 0.09% 0.09% 1363 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Capital, Inc. History No change 7,737 227 0.02% 0.02% 1364 0 0.0% Q2 2026 Aug 03, 2026
Cypress Capital Group History No change 7,735 227 0.02% 0.02% 1365 0 0.0% Q2 2026 Aug 05, 2026
Global Strategic Investment Solutions, LLC History No change 7,730 227 0.02% 0.02% 1366 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 7,740 227 0.06% 0.06% 1367 0 0.0% Q2 2026 Jul 30, 2026
Cannon Financial Strategists, Inc. History No change 7,717 227 0.03% 0.03% 1368 0 0.0% Q2 2026 Aug 07, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 7,690 226 0.05% 0.05% 1369 0 0.0% Q2 2026 Jul 22, 2026
Strategic Financial Services, Inc. History No change 7,691 226 0.01% 0.01% 1370 0 0.0% Q2 2026 Aug 24, 2026
IAG Wealth Partners, LLC History No change 7,681 226 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 06, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 7,681 226 0.16% 0.16% 1372 0 0.0% Q2 2026 Jul 29, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 7,555 222 0.16% 0.16% 1373 0 0.0% Q2 2026 Aug 10, 2026
VestGen Advisors, LLC History No change 7,534 221 0.01% 0.01% 1374 0 0.0% Q2 2026 Aug 11, 2026
Robinhood Asset Management, LLC History No change 7,515 221 0.01% 0.01% 1375 0 0.0% Q2 2026 Aug 11, 2026
McAlister, Sweet & Associates, Inc. History No change 7,343 220 0.14% 0.12% 1376 0 0.0% Q3 2026 Oct 07, 2026
Osbon Capital Management LLC History No change 7,478 220 0.17% 0.17% 1377 0 0.0% Q2 2026 Aug 13, 2026
Sandy Cove Advisors, LLC History No change 7,500 220 0.06% 0.06% 1378 0 0.0% Q2 2026 Jul 07, 2026
Accent Capital Management, LLC History No change 7,500 220 0.1% 0.1% 1379 0 0.0% Q2 2026 Aug 12, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 7,458 219 0.01% 0.01% 1380 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 7,454 219 0.03% 0.03% 1381 0 0.0% Q2 2026 Aug 04, 2026
Advisor OS, LLC History No change 7,474 219 0.01% 0.01% 1382 0 0.0% Q2 2026 Aug 05, 2026
AMJ Financial Wealth Management History No change 8,570 219 0.05% 0.05% 1383 0 0.0% Q2 2026 Aug 10, 2026
Jacksonville Wealth Management, LLC History No change 7,473 219 0.12% 0.12% 1384 0 0.0% Q2 2026 Aug 04, 2026
FIRST AMERICAN TRUST, FSB History No change 7,440 218 0.01% 0.01% 1385 0 0.0% Q2 2026 Aug 10, 2026
Braun-Bostich & Associates Inc. History No change 7,427 218 0.12% 0.12% 1386 0 0.0% Q2 2026 Jul 24, 2026
SYM FINANCIAL Corp History No change 7,404 217 0.02% 0.02% 1387 0 0.0% Q2 2026 Aug 04, 2026
Edgemoor Investment Advisors, Inc. History No change 7,398 217 0.01% 0.01% 1388 0 0.0% Q2 2026 Aug 07, 2026
Clark Wealth Partners History No change 7,401 217 0.12% 0.12% 1389 0 0.0% Q2 2026 Jul 28, 2026
SAGE RHINO CAPITAL LLC History No change 7,370 216 0.03% 0.03% 1390 0 0.0% Q2 2026 Aug 03, 2026
Elevation Wealth Management LLC History No change 7,355 216 0.16% 0.16% 1391 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Advisors, Inc. History No change 7,326 215 0.03% 0.03% 1392 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 7,324 215 0.02% 0.02% 1393 0 0.0% Q2 2026 Jul 22, 2026
Canandaigua National Trust Co of Florida History New 7,165 214 0.12% — 1397 +7,165 New Q3 2026 Oct 07, 2026
BLB&B Advisors, LLC History No change 7,284 214 0.01% 0.01% 1394 0 0.0% Q2 2026 Aug 05, 2026
Oxinas Partners, LLC History No change 7,277 214 0.08% 0.08% 1395 0 0.0% Q2 2026 Jul 14, 2026
Verde Capital Management History No change 7,286 214 0.04% 0.04% 1396 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bank & Trust History No change 7,245 213 0.04% 0.04% 1398 0 0.0% Q2 2026 Aug 03, 2026
Cannon Wealth Management Services, LLC History No change 7,248 213 0.12% 0.12% 1399 0 0.0% Q2 2026 Aug 11, 2026
HORAN Wealth, LLC History No change 7,267 213 0.03% 0.03% 1400 0 0.0% Q2 2026 Aug 26, 2026
Choate Investment Advisors History No change 7,207 212 0.0% 0.0% 1401 0 0.0% Q2 2026 Aug 11, 2026
Vawter Financial, Ltd. History No change 7,225 212 0.08% 0.08% 1402 0 0.0% Q2 2026 Jul 24, 2026
Alaska Wealth Advisors, LLC History No change 7,182 211 0.02% 0.02% 1403 0 0.0% Q2 2026 Aug 11, 2026
Carmel Capital Management L.L.C. History No change 7,200 211 0.05% 0.05% 1404 0 0.0% Q2 2026 Jul 23, 2026
MOTCO History No change 7,157 210 0.02% 0.02% 1405 0 0.0% Q2 2026 Jul 31, 2026
Steigerwald, Gordon & Koch Inc. History No change 7,167 210 0.02% 0.02% 1406 0 0.0% Q2 2026 Jul 22, 2026
JB Capital LLC History No change 7,140 210 0.01% 0.01% 1407 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Partners, LLC History No change 7,102 209 0.01% 0.01% 1408 0 0.0% Q2 2026 Aug 03, 2026
Variant Private Wealth, LLC History No change 7,076 208 0.23% 0.23% 1409 0 0.0% Q2 2026 Aug 07, 2026
Financial Concepts Unlimited, Inc. History No change 7,097 208 0.16% 0.16% 1410 0 0.0% Q2 2026 Aug 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 7,050 207 0.04% 0.04% 1411 0 0.0% Q2 2026 Aug 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 7,045 207 0.02% 0.02% 1412 0 0.0% Q2 2026 Jul 22, 2026
Clay Northam Wealth Management, LLC History No change 7,000 206 0.1% 0.1% 1413 0 0.0% Q2 2026 Aug 10, 2026
Laird Norton Wetherby Trust Company, LLC History No change 6,970 205 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 6,975 205 0.05% 0.05% 1415 0 0.0% Q2 2026 Aug 10, 2026
Rochester Wealth Strategies, LLC History No change 6,972 205 0.11% 0.11% 1416 0 0.0% Q2 2026 Jul 22, 2026
Investors Portfolio Services LLC History No change 6,996 205 0.16% 0.16% 1417 0 0.0% Q2 2026 Aug 14, 2026
Gray Private Wealth, LLC History No change 6,941 204 0.09% 0.09% 1418 0 0.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History No change 6,963 204 0.01% 0.01% 1419 0 0.0% Q2 2026 Aug 04, 2026
Wealth Management Nebraska History No change 6,906 203 0.02% 0.02% 1420 0 0.0% Q2 2026 Jul 27, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 6,910 203 0.04% 0.04% 1421 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE MANAGEMENT GROUP INC History No change 6,882 202 0.01% 0.01% 1422 0 0.0% Q2 2026 Jul 31, 2026
Rock Point Advisors, LLC History No change 6,872 202 0.05% 0.05% 1423 0 0.0% Q2 2026 Aug 06, 2026
Note Advisors, LLC History No change 6,887 202 0.09% 0.09% 1424 0 0.0% Q2 2026 Aug 14, 2026
Yukon Wealth Management, Inc. History No change 6,878 202 0.06% 0.06% 1425 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,839 201 0.01% 0.01% 1426 0 0.0% Q2 2026 Aug 06, 2026
Whitcomb & Hess, Inc. History New 6,680 200 0.04% — 1430 +6,680 New Q3 2026 Oct 07, 2026
CAPITAL CITY TRUST CO/FL History No change 6,815 200 0.04% 0.04% 1427 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 6,813 200 0.04% 0.04% 1428 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 6,810 200 0.01% 0.01% 1429 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 6,568 193 0.1% 0.1% 1431 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 6,536 192 0.07% 0.07% 1432 0 0.0% Q2 2026 Aug 17, 2026
Dunhill Financial, LLC History No change 6,513 191 0.04% 0.04% 1433 0 0.0% Q2 2026 Aug 07, 2026
Arlington Trust Co LLC History No change 6,489 190 0.02% 0.02% 1434 0 0.0% Q2 2026 Jul 07, 2026
RMG Wealth Management LLC History No change 5,736 181 0.02% 0.02% 1435 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6,106 179 0.01% 0.01% 1436 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,078 178 0.01% 0.01% 1437 0 0.0% Q2 2026 Jul 16, 2026
Institute for Wealth Management, LLC. History No change 6,068 178 0.02% 0.02% 1438 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History Added to 5,844 175 0.02% 0.02% 1439 +3 0.05% Q3 2026 Oct 09, 2026
Coston, McIsaac & Partners History No change 5,943 174 0.04% 0.04% 1440 0 0.0% Q2 2026 Aug 12, 2026
CARDIFF PARK ADVISORS, LLC History No change 5,791 170 0.01% 0.01% 1441 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 5,740 168 0.03% 0.03% 1442 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 5,712 168 0.02% 0.02% 1443 0 0.0% Q2 2026 Jul 16, 2026
NWK Group, Inc. History No change 5,591 164 0.05% 0.05% 1444 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 5,139 151 0.01% 0.01% 1445 0 0.0% Q2 2026 Aug 14, 2026
Community Financial Services Group, LLC History No change 5,136 150 0.02% 0.02% 1446 0 0.0% Q2 2026 Jul 09, 2026
TIAA Wealth Investment Management LLC History No change 5,136 150 0.0% 0.0% 1447 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 5,036 148 0.01% 0.01% 1448 0 0.0% Q2 2026 Aug 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,025 147 0.05% 0.05% 1449 0 0.0% Q2 2026 Aug 07, 2026
Olistico Wealth, LLC History No change 4,905 147 0.06% 0.06% 1450 0 0.0% Q3 2026 Oct 05, 2026
GRANVILLE CAPITAL, INC. History No change 4,950 145 0.06% 0.06% 1451 0 0.0% Q2 2026 Aug 11, 2026
High Note Wealth, LLC History No change 4,877 143 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 4,623 136 0.03% 0.03% 1453 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 4,498 132 0.0% 0.0% 1454 0 0.0% Q2 2026 Aug 12, 2026
Community Bank, N.A. History No change 4,515 132 0.01% 0.01% 1455 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History No change 4,475 131 0.03% 0.03% 1456 0 0.0% Q2 2026 Jul 28, 2026
First Command Advisory Services, Inc. History No change 4,352 128 0.0% 0.0% 1457 0 0.0% Q2 2026 Aug 10, 2026
Activest Wealth Management History No change 4,353 128 0.02% 0.02% 1458 0 0.0% Q2 2026 Jul 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 4,328 127 0.01% 0.01% 1459 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History No change 4,157 122 0.01% 0.01% 1460 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 4,044 119 0.01% 0.01% 1461 0 0.0% Q2 2026 Jul 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 3,912 115 0.03% 0.03% 1462 0 0.0% Q2 2026 Aug 07, 2026
Burnham & Co LLC History No change 3,889 114 0.09% 0.09% 1463 0 0.0% Q2 2026 Aug 11, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 3,790 111 0.06% 0.06% 1464 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 3,615 106 0.01% 0.01% 1465 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 3,538 104 0.04% 0.04% 1466 0 0.0% Q2 2026 Jul 28, 2026
TOMPKINS FINANCIAL CORP History Added to 3,463 103 0.01% 0.01% 1467 +527 17.95% Q3 2026 Oct 05, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,494 102 0.03% 0.03% 1468 0 0.0% Q2 2026 Jul 16, 2026
Rice Partnership, LLC History No change 3,453 101 0.01% 0.01% 1469 0 0.0% Q2 2026 Jul 29, 2026
HM PAYSON & CO History No change 3,312 97 0.0% 0.0% 1470 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Planning Group LLC History No change 3,307 97 0.01% 0.01% 1471 0 0.0% Q2 2026 Jul 29, 2026
Key Capital Management, INC History No change 3,108 91 0.05% 0.05% 1472 0 0.0% Q2 2026 Jul 27, 2026
Spectrum Wealth Advisory Group, LLC History No change 3,068 90 0.03% 0.03% 1473 0 0.0% Q2 2026 Aug 06, 2026
CGC Financial Services, LLC History No change 3,000 88 0.02% 0.02% 1474 0 0.0% Q2 2026 Jul 13, 2026
SJS Investment Consulting Inc. History No change 2,937 86 0.01% 0.01% 1475 0 0.0% Q2 2026 Jul 22, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 2,821 83 0.04% 0.04% 1476 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 2,727 80 0.01% 0.01% 1477 0 0.0% Q2 2026 Jul 31, 2026
Caitlin John, LLC History No change 2,739 80 0.04% 0.04% 1478 0 0.0% Q2 2026 Aug 17, 2026
Citizens National Bank Trust Department History No change 2,688 79 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 22, 2026
Versant Capital Management, Inc History Added to 2,600 78 0.01% 0.01% 1480 +7 0.27% Q3 2026 Oct 01, 2026
Essential Partners LLC History No change 2,670 78 0.04% 0.04% 1481 0 0.0% Q2 2026 Aug 10, 2026
Financial Gravity Companies, Inc. History No change 2,557 75 0.01% 0.01% 1482 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,552 75 0.01% 0.01% 1483 0 0.0% Q2 2026 Jul 07, 2026
Atlantic Private Wealth, LLC History No change 2,577 75 0.05% 0.05% 1484 0 0.0% Q2 2026 Aug 11, 2026
BOKF, NA History No change 2,544 74 0.0% 0.0% 1485 0 0.0% Q2 2026 Aug 10, 2026
GGM Financial LLC History No change 2,518 74 0.03% 0.03% 1486 0 0.0% Q2 2026 Jul 23, 2026
Frazier Financial Advisors, LLC History No change 2,429 71 0.04% 0.04% 1487 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 2,414 71 0.01% 0.01% 1488 0 0.0% Q2 2026 Aug 13, 2026
HOEY INVESTMENTS, INC History No change 2,390 70 0.01% 0.01% 1489 0 0.0% Q2 2026 Jul 27, 2026
Balentine LLC History No change 2,349 69 0.0% 0.0% 1490 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 2,348 69 0.01% 0.01% 1491 0 0.0% Q2 2026 Jul 24, 2026
Smallwood Wealth Investment Management, LLC History No change 2,154 63 0.03% 0.03% 1492 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 2,142 63 0.02% 0.02% 1493 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 2,141 63 0.02% 0.02% 1494 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 2,166 62 0.01% 0.01% 1495 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History No change 2,100 61 0.01% 0.01% 1496 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 2,025 60 0.01% 0.01% 1497 0 0.0% Q2 2026 Jul 23, 2026
Register Financial Advisors LLC History No change 1,989 58 0.02% 0.02% 1498 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 1,953 57 0.01% 0.01% 1499 0 0.0% Q2 2026 Jul 24, 2026
Davis Capital Management History No change 1,909 57 0.03% 0.03% 1500 0 0.0% Q3 2026 Oct 08, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,958 57 0.01% 0.01% 1501 0 0.0% Q2 2026 Jul 08, 2026
Glassman Wealth Services History No change 1,884 55 0.01% 0.01% 1502 0 0.0% Q2 2026 Aug 05, 2026
City State Bank History No change 1,878 55 0.01% 0.01% 1503 0 0.0% Q2 2026 Jul 14, 2026
Lodestone Wealth Management LLC History No change 1,872 55 0.02% 0.02% 1504 0 0.0% Q2 2026 Jul 23, 2026
Alpine Bank Wealth Management History No change 1,892 55 0.01% 0.01% 1505 0 0.0% Q2 2026 Aug 07, 2026
Triumph Capital Management History No change 1,786 52 0.01% 0.01% 1506 0 0.0% Q2 2026 Jul 20, 2026
PFS Partners, LLC History No change 1,785 52 0.02% 0.02% 1507 0 0.0% Q2 2026 Jul 20, 2026
HighMark Wealth Management LLC History No change 1,749 51 0.02% 0.02% 1508 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 1,680 49 0.01% 0.01% 1509 0 0.0% Q2 2026 Jul 27, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,540 45 0.0% 0.0% 1510 0 0.0% Q2 2026 Aug 13, 2026
Providence Capital Advisors, LLC History No change 1,560 45 0.01% 0.01% 1511 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 1,563 45 0.0% 0.0% 1512 0 0.0% Q2 2026 Jul 23, 2026
Markowski Investments History No change 1,553 45 0.01% 0.01% 1513 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 1,493 43 0.01% 0.01% 1514 0 0.0% Q2 2026 Jul 23, 2026
TOP Private Wealth LLC. History No change 1,432 42 0.04% 0.04% 1515 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 1,406 41 0.01% 0.01% 1516 0 0.0% Q2 2026 Jul 17, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1,338 39 0.05% 0.05% 1517 0 0.0% Q2 2026 Aug 05, 2026
Princeton Global Asset Management LLC History No change 1,322 38 0.01% 0.01% 1518 0 0.0% Q2 2026 Jul 16, 2026
Bulwark Capital Corp History No change 1,306 38 0.02% 0.02% 1519 0 0.0% Q2 2026 Jul 06, 2026
Harborfront Financial Group LLC History No change 1,318 38 0.14% 0.14% 1520 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 1,275 37 0.01% 0.01% 1521 0 0.0% Q2 2026 Aug 10, 2026
Basecamp Wealth Advisors LLC History No change 1,287 37 0.01% 0.01% 1522 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 1,214 35 0.01% 0.01% 1523 0 0.0% Q2 2026 Aug 17, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,168 34 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 27, 2026
True Wealth Design, LLC History No change 1,172 34 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 16, 2026
SIMA Wealth Partners, LLC History No change 1,159 34 0.02% 0.02% 1526 0 0.0% Q2 2026 Jul 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,125 33 0.0% 0.0% 1527 0 0.0% Q2 2026 Aug 10, 2026
DiNuzzo Private Wealth, Inc. History No change 1,093 32 0.0% 0.0% 1528 0 0.0% Q2 2026 Jul 10, 2026
TD Waterhouse Canada Inc. History No change 1,110 32 0.0% 0.0% 1529 0 0.0% Q2 2026 Jul 27, 2026
CrossGen Wealth, LLC History No change 1,110 32 0.02% 0.02% 1530 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 1,053 30 0.01% 0.01% 1531 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 1,039 30 0.0% 0.0% 1532 0 0.0% Q2 2026 Jul 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,050 30 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 23, 2026
Prudent Man Investment Management, Inc. History No change 1,127 30 0.01% 0.01% 1534 0 0.0% Q2 2026 Jul 28, 2026
New Republic Capital, LLC History No change 978 28 0.01% 0.01% 1535 0 0.0% Q2 2026 Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP History No change 902 27 0.0% 0.0% 1536 0 0.0% Q3 2026 Oct 08, 2026
TRUST CO OF VERMONT History No change 894 26 0.0% 0.0% 1537 0 0.0% Q2 2026 Aug 07, 2026
Hamilton Point Investment Advisors, LLC History No change 894 26 0.0% 0.0% 1538 0 0.0% Q2 2026 Jul 28, 2026
Signature Resources Capital Management, LLC History No change 886 26 0.01% 0.01% 1539 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Management Group, LLC History No change 886 26 0.01% 0.01% 1540 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 900 26 0.0% 0.0% 1541 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 888 26 0.01% 0.01% 1542 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 858 25 0.01% 0.01% 1543 0 0.0% Q2 2026 Jul 20, 2026
Align Financial, LLC History No change 849 24 0.01% 0.01% 1544 0 0.0% Q2 2026 Jul 27, 2026
POM Investment Strategies, LLC History No change 810 23 0.03% 0.03% 1545 0 0.0% Q2 2026 Jul 30, 2026
High Point Wealth Management, LLC History No change 788 23 0.02% 0.02% 1546 0 0.0% Q2 2026 Jul 20, 2026
Cordant, Inc. History No change 779 22 0.01% 0.01% 1547 0 0.0% Q2 2026 Jul 14, 2026
Allspring Global Investments Holdings, LLC History No change 712 20 0.0% 0.0% 1548 0 0.0% Q2 2026 Aug 13, 2026
Paladin Advisory Group, LLC History No change 688 20 0.01% 0.01% 1549 0 0.0% Q2 2026 Jul 28, 2026
Allied Private Wealth LLC History No change 699 20 0.01% 0.01% 1550 0 0.0% Q2 2026 Jul 09, 2026
Addison Advisors LLC History No change 651 19 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 10, 2026
Horrell Capital Management, Inc. History No change 606 18 0.01% 0.01% 1552 0 0.0% Q3 2026 Oct 08, 2026
Glen Eagle Advisors, LLC History No change 620 18 0.0% 0.0% 1553 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 582 17 0.01% 0.01% 1554 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Management LLC (WY) History No change 578 17 0.01% 0.01% 1555 0 0.0% Q2 2026 Aug 06, 2026
Kozak & Associates, Inc. History No change 580 17 0.0% 0.0% 1556 0 0.0% Q2 2026 Jul 02, 2026
Aberdeen Wealth Management LLC History No change 600 17 0.01% 0.01% 1557 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 603 17 0.01% 0.01% 1558 0 0.0% Q2 2026 Aug 10, 2026
Whipplewood Advisors, LLC History No change 550 16 0.01% 0.01% 1559 0 0.0% Q2 2026 Jul 27, 2026
MASECO LLP History No change 514 15 0.0% 0.0% 1560 0 0.0% Q2 2026 Aug 05, 2026
Westside Investment Management, Inc. History No change 480 14 0.0% 0.0% 1561 0 0.0% Q2 2026 Jul 27, 2026
Acumen Wealth Advisors, LLC History No change 486 14 0.0% 0.0% 1562 0 0.0% Q2 2026 Aug 03, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 461 13 0.0% 0.0% 1563 0 0.0% Q2 2026 Aug 05, 2026
Main Management LLC History No change 456 13 0.0% 0.0% 1564 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 443 13 0.0% 0.0% 1565 0 0.0% Q2 2026 Jul 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 438 12 0.01% 0.01% 1566 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 418 12 0.0% 0.0% 1567 0 0.0% Q2 2026 Jul 17, 2026
Pillar Financial Advisors, LLC History No change 441 12 0.01% 0.01% 1568 0 0.0% Q2 2026 Jul 24, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 441 12 0.01% 0.01% 1569 0 0.0% Q2 2026 Aug 11, 2026
Cheviot Value Management, LLC History No change 403 11 0.0% 0.0% 1570 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 393 11 0.0% 0.0% 1571 0 0.0% Q2 2026 Aug 13, 2026
KERR FINANCIAL PLANNING Corp History No change 401 11 0.01% 0.01% 1572 0 0.0% Q2 2026 Jul 02, 2026
Robinswood Financial LLC History No change 387 11 0.0% 0.0% 1573 0 0.0% Q2 2026 Jul 14, 2026
Noble Wealth Management PBC History Added to 346 10 0.0% 0.0% 1575 +96 38.4% Q3 2026 Oct 01, 2026
HAZLETT, BURT & WATSON, INC. History No change 336 10 0.0% 0.0% 1574 0 0.0% Q2 2026 Jul 30, 2026
Kilter Group LLC History No change 350 10 0.0% 0.0% 1576 0 0.0% Q2 2026 Aug 11, 2026
Frankly Finances, LLC History No change 361 10 0.01% 0.01% 1577 0 0.0% Q2 2026 Jul 15, 2026
Anchor Bay Capital, Inc. History No change 323 9 0.0% 0.0% 1578 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 282 8 0.0% 0.0% 1579 0 0.0% Q2 2026 Aug 13, 2026
Robbins Farley History No change 277 8 0.0% 0.0% 1580 0 0.0% Q2 2026 Jul 22, 2026
DB Fitzpatrick & Co, Inc History No change 290 8 0.01% 0.01% 1581 0 0.0% Q2 2026 Jul 16, 2026
ATMOS ADVISORY, LLC History No change 296 8 0.0% 0.0% 1582 0 0.0% Q3 2026 Oct 06, 2026
Cordgrass Capital Advisors, LLC History No change 287 8 0.0% 0.0% 1583 0 0.0% Q2 2026 Aug 06, 2026
RHL GROUP, LLC History No change 299 8 0.01% 0.01% 1584 0 0.0% Q2 2026 Aug 03, 2026
Polaris Financial Partners History New 246 7 0.0% — 1588 +246 New Q3 2026 Oct 02, 2026
MTM Investment Management, LLC History No change 240 7 0.0% 0.0% 1585 0 0.0% Q2 2026 Aug 03, 2026
Oakmont Advisory Group, LLC History No change 253 7 0.01% 0.01% 1586 0 0.0% Q2 2026 Aug 03, 2026
Highland Investment Advisors LLC History No change 251 7 0.0% 0.0% 1587 0 0.0% Q2 2026 Aug 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 227 6 0.0% 0.0% 1589 0 0.0% Q2 2026 Aug 07, 2026
Solstein Capital, LLC History No change 204 6 0.0% 0.0% 1590 0 0.0% Q2 2026 Aug 12, 2026
Greykasell Wealth Strategies, Inc. History No change 225 6 0.0% 0.0% 1591 0 0.0% Q2 2026 Aug 11, 2026
Leo H. Evart, Inc. History No change 199 5 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 17, 2026
FIRST HORIZON CORP History No change 150 4 0.0% 0.0% 1593 0 0.0% Q2 2026 Jul 20, 2026
VIRTUS ADVISERS, LLC History No change 146 4 0.0% 0.0% 1594 0 0.0% Q2 2026 Aug 11, 2026
Luken Investment Analytics, LLC History No change 138 4 0.0% 0.0% 1595 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 144 4 0.0% 0.0% 1596 0 0.0% Q2 2026 Aug 04, 2026
Seneschal Advisors, LLC History No change 140 4 0.0% 0.0% 1597 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 161 4 0.0% 0.0% 1598 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 117 3 0.0% 0.0% 1599 0 0.0% Q2 2026 Sep 02, 2026
Tower Research Capital LLC (TRC) History No change 125 3 0.0% 0.0% 1600 0 0.0% Q2 2026 Aug 11, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 70 2 0.0% 0.0% 1601 0 0.0% Q2 2026 Jul 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 89 2 0.0% 0.0% 1602 0 0.0% Q2 2026 Jul 20, 2026
Lloyd Advisory Services, LLC. History No change 75 2 0.0% 0.0% 1603 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 80 2 0.0% 0.0% 1604 0 0.0% Q2 2026 Jul 28, 2026
NorthAvenue LLC History No change 77 2 0.0% 0.0% 1605 0 0.0% Q2 2026 Jul 21, 2026
3 FACTOR INDEXING, LLC History No change 90 2 0.0% 0.0% 1606 0 0.0% Q2 2026 Jul 08, 2026
Creative Capital Management Investments LLC History No change 37 1 0.0% 0.0% 1607 0 0.0% Q2 2026 Jul 24, 2026
Wilkerson Advisory Group LLC History No change 61 1 0.0% 0.0% 1608 0 0.0% Q2 2026 Jul 21, 2026
Basepoint Wealth LLC History No change 43 1 0.0% 0.0% 1609 0 0.0% Q2 2026 Aug 10, 2026
Capital Planning LLC History Closed out 0 0 — 0.14% — -16,145 -100.0% Q3 2026 Oct 09, 2026
Friedenthal Financial History No change 21 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
SITTNER & NELSON, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Asset Management, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Redwood Park Advisors LLC History No change 28 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 12 0 — — — 0 0.0% Q2 2026 Sep 25, 2026