SPDR SERIES TRUST - SDY

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 7,153,445 1,088,611 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 4,906,331 746,645 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 3,040,750 462,741 0.1% 0.1% 3 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,990,179 455,045 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 2,894,421 440,472 12.75% 12.75% 5 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 2,281,758 347,237 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,039,089 310,309 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,674,173 254,775 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,380,453 210,864 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,292,475 196,616 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,111,642 169,169 0.04% 0.04% 11 0 0.0% Q2 2026 Sep 23, 2026
MAI Capital Management History No change 1,002,472 152,556 0.57% 0.57% 12 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 910,494 138,559 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 873,659 132,953 0.17% 0.17% 14 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History No change 793,377 120,736 0.35% 0.35% 15 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 750,297 114,180 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 689,697 104,958 0.13% 0.13% 17 0 0.0% Q2 2026 Jul 28, 2026
Destination Wealth Management History No change 635,081 96,646 2.26% 2.26% 18 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 618,230 94,082 1.18% 1.18% 19 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 587,808 89,452 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 577,947 87,952 0.17% 0.17% 21 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 552,440 84,093 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 536,116 82,059 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 502,815 76,521 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 491,556 74,805 0.99% 0.99% 25 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 481,025 73,202 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 450,216 68,513 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 07, 2026
1ST SOURCE BANK History No change 424,880 64,658 2.93% 2.93% 28 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 423,949 64,516 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 414,516 63,080 0.13% 0.13% 30 0 0.0% Q2 2026 Aug 07, 2026
J.Safra Asset Management Corp History No change 378,030 57,528 2.65% 2.65% 31 0 0.0% Q2 2026 Aug 06, 2026
Elk River Wealth Management LLC History No change 371,018 56,461 8.99% 8.99% 32 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 368,674 56,104 1.03% 1.03% 33 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Group LLC History No change 353,819 53,844 6.06% 6.06% 34 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 321,826 48,975 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 286,769 43,642 0.4% 0.4% 36 0 0.0% Q2 2026 Jul 24, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 279,804 42,580 6.78% 6.78% 37 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 279,710 42,566 0.4% 0.4% 38 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 272,798 41,514 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 267,979 40,781 0.13% 0.13% 40 0 0.0% Q2 2026 Jul 28, 2026
Wolff Financial Management LLC History No change 263,340 40,075 7.99% 7.99% 41 0 0.0% Q2 2026 Jul 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 261,650 39,817 0.29% 0.29% 42 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 258,404 39,324 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 13, 2026
Linscomb Wealth, Inc. History No change 242,037 36,833 1.6% 1.6% 44 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 224,206 34,608 0.06% 0.06% 45 0 0.0% Q2 2026 Jul 15, 2026
Steward Partners Investment Advisory, LLC History No change 211,188 32,138 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 204,288 31,088 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 196,156 29,851 0.07% 0.07% 48 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 187,544 28,540 0.34% 0.34% 49 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 187,332 28,508 1.21% 1.21% 50 0 0.0% Q2 2026 Jul 29, 2026
NWF Advisory Services Inc. History No change 183,880 27,982 2.63% 2.63% 51 0 0.0% Q2 2026 Jul 29, 2026
Graves Light Lenhart Wealth, Inc. History No change 181,578 27,632 2.58% 2.58% 52 0 0.0% Q2 2026 Jul 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 175,487 26,710 0.15% 0.15% 53 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 173,016 26,329 0.12% 0.12% 54 0 0.0% Q2 2026 Jul 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 170,164 25,895 8.04% 8.04% 55 0 0.0% Q2 2026 Jul 31, 2026
Savant Capital, LLC History No change 171,541 25,624 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 167,435 25,480 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 153,614 23,376 0.18% 0.18% 58 0 0.0% Q2 2026 Aug 14, 2026
Regent Peak Wealth Advisors LLC History No change 153,565 23,369 4.33% 4.33% 59 0 0.0% Q2 2026 Jul 10, 2026
Focus Partners Wealth History No change 150,144 22,848 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 150,033 22,832 0.14% 0.14% 61 0 0.0% Q2 2026 Aug 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 150,025 22,830 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 19, 2026
SCOTIA CAPITAL INC. History No change 146,817 22,345 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 145,540 22,148 2.23% 2.23% 64 0 0.0% Q2 2026 Jul 16, 2026
CAPTRUST FINANCIAL ADVISORS History No change 143,320 21,810 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 142,939 21,752 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 136,072 20,707 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
TigerOak Management, L.L.C. History No change 124,183 18,898 5.31% 5.31% 68 0 0.0% Q2 2026 Aug 11, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 126,841 18,579 0.31% 0.31% 69 -5,454 -4.12% Q3 2026 Oct 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 118,138 17,978 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 117,924 17,945 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 112,374 17,101 0.19% 0.19% 72 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 112,373 17,100 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 05, 2026
Mesirow Financial Investment Management, Inc. History No change 109,968 16,734 0.26% 0.26% 74 0 0.0% Q2 2026 Jul 22, 2026
UMB Bank, n.a. History No change 109,855 16,717 0.21% 0.21% 75 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 107,452 16,352 0.23% 0.23% 76 0 0.0% Q2 2026 Aug 10, 2026
ASSOCIATED BANC-CORP History No change 107,071 16,294 0.39% 0.39% 77 0 0.0% Q2 2026 Jul 31, 2026
Hubbell Strickland Wealth Management, LLC History No change 105,649 16,077 5.8% 5.8% 78 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 100,632 15,316 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 99,881 15,199 7.27% 7.27% 80 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 97,512 14,839 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History No change 96,333 14,660 0.55% 0.55% 82 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 93,892 14,291 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 12, 2026
MSH Capital Advisors LLC History No change 92,839 14,128 2.46% 2.46% 84 0 0.0% Q2 2026 Aug 10, 2026
KCM INVESTMENT ADVISORS LLC History No change 92,479 14,073 0.42% 0.42% 85 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 91,795 13,969 1.61% 1.61% 86 0 0.0% Q2 2026 Jul 24, 2026
&PARTNERS History No change 90,166 13,718 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 89,726 13,654 0.08% 0.08% 88 0 0.0% Q2 2026 Jul 29, 2026
Fund Evaluation Group, LLC History No change 89,489 13,618 0.37% 0.37% 89 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 88,567 13,474 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 87,329 13,289 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 85,771 13,052 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 84,145 12,805 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 12, 2026
WESBANCO BANK INC History No change 81,163 12,351 0.31% 0.31% 94 0 0.0% Q2 2026 Jul 28, 2026
NBT BANK, N.A. History No change 81,122 12,345 0.82% 0.82% 95 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 78,494 11,945 0.22% 0.22% 96 0 0.0% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History No change 77,741 11,830 0.25% 0.25% 97 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 79,530 11,607 0.19% 0.19% 98 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 79,132 11,591 0.31% 0.33% 99 +5,101 6.89% Q3 2026 Oct 02, 2026
Forvis Mazars Wealth Advisors, LLC History No change 75,667 11,514 0.19% 0.19% 100 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 75,630 11,509 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 27, 2026
SAGE RHINO CAPITAL LLC History No change 74,730 11,372 1.84% 1.84% 102 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 76,992 11,236 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 73,315 11,157 1.31% 1.31% 104 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 72,015 10,959 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 71,486 10,878 0.1% 0.1% 106 0 0.0% Q2 2026 Jul 21, 2026
BROWN ADVISORY INC History No change 68,514 10,426 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 67,754 10,310 1.68% 1.68% 108 0 0.0% Q2 2026 Jul 07, 2026
KITCHING PARTNERS, LLC History No change 66,213 10,076 8.66% 8.66% 109 0 0.0% Q2 2026 Jul 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 65,731 10,002 0.13% 0.13% 110 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 64,966 9,886 0.11% 0.11% 111 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Retirement, LLC History No change 63,489 9,661 0.53% 0.53% 112 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 63,374 9,644 1.6% 1.6% 113 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 62,619 9,529 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 61,562 9,368 2.18% 2.18% 115 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 61,316 9,331 0.03% 0.03% 116 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Advisors, LLC History No change 60,695 9,236 1.05% 1.05% 117 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 59,788 9,098 0.56% 0.56% 118 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 58,979 8,975 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 11, 2026
Simmons Bank History No change 58,143 8,848 0.5% 0.5% 120 0 0.0% Q2 2026 Jul 31, 2026
Corsicana & Co. History No change 57,496 8,749 4.24% 4.24% 121 0 0.0% Q2 2026 Jul 24, 2026
Fifth Third Wealth Advisors LLC History No change 56,911 8,660 0.24% 0.24% 122 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Management, LLC History No change 54,868 8,349 0.36% 0.36% 123 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 54,846 8,346 0.06% 0.06% 124 0 0.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 53,963 8,212 0.53% 0.53% 125 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 53,168 8,091 0.08% 0.08% 126 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 52,926 8,054 0.53% 0.53% 127 0 0.0% Q2 2026 Jul 20, 2026
Premier Private Wealth Management LLC History No change 52,930 8,054 7.05% 7.05% 128 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 52,741 8,026 0.05% 0.05% 129 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 52,509 7,990 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 18, 2026
Koenig Investment Advisory, LLC History No change 52,379 7,970 6.19% 6.19% 131 0 0.0% Q2 2026 Jul 16, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 51,981 7,911 0.09% 0.09% 132 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 51,258 7,800 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 51,198 7,791 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
Whitegate Investment Counselors, Inc. History No change 51,076 7,772 2.21% 2.21% 135 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 50,310 7,656 1.1% 1.1% 136 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 49,672 7,559 0.09% 0.09% 137 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 49,459 7,526 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 49,420 7,520 0.09% 0.09% 139 0 0.0% Q2 2026 Jul 22, 2026
Aries Wealth Management History No change 48,515 7,383 1.45% 1.45% 140 0 0.0% Q2 2026 Jul 24, 2026
Perennial Investment Advisors, LLC History No change 48,514 7,382 0.49% 0.49% 141 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 48,435 7,370 0.15% 0.15% 142 0 0.0% Q2 2026 Aug 14, 2026
American Money Management, LLC History No change 47,915 7,291 1.04% 1.04% 143 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Advisory, LLC History No change 45,968 6,995 0.58% 0.58% 144 0 0.0% Q2 2026 Jul 29, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 45,107 6,864 2.49% 2.49% 145 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 45,096 6,862 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 44,382 6,754 0.15% 0.15% 147 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 43,369 6,600 0.04% 0.04% 148 0 0.0% Q2 2026 Jul 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 43,169 6,569 0.26% 0.26% 149 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 42,055 6,544 0.12% 0.12% 150 0 0.0% Q2 2026 Jul 27, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 42,918 6,531 2.2% 2.2% 151 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 42,833 6,518 0.1% 0.1% 152 0 0.0% Q2 2026 Aug 10, 2026
Shulman DeMeo Asset Management LLC History No change 41,726 6,349 1.19% 1.19% 153 0 0.0% Q2 2026 Jul 08, 2026
Merit Financial Group, LLC History No change 41,570 6,326 0.04% 0.04% 154 0 0.0% Q2 2026 Jul 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 41,433 6,305 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 41,379 6,297 0.12% 0.12% 156 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 40,539 6,169 0.07% 0.07% 157 0 0.0% Q2 2026 Jul 28, 2026
Essex Financial Services, Inc. History No change 39,978 6,083 0.3% 0.3% 158 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 39,864 6,066 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
TL Private Wealth History No change 38,961 6,063 2.22% 2.22% 160 0 0.0% Q2 2026 Jul 08, 2026
Climber Capital SA History No change 41,113 6,061 3.71% 3.71% 161 0 0.0% Q2 2026 Jul 22, 2026
Westside Investment Management, Inc. History No change 39,315 5,983 0.79% 0.79% 162 0 0.0% Q2 2026 Jul 27, 2026
Torrey-Payne Wealth Management, LLC History No change 39,173 5,961 4.9% 4.9% 163 0 0.0% Q2 2026 Jul 23, 2026
FIRST HORIZON CORP History No change 39,017 5,937 0.23% 0.23% 164 0 0.0% Q2 2026 Jul 20, 2026
Houlihan Financial Resource Group, Ltd. History No change 38,635 5,879 2.1% 2.1% 165 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 37,406 5,692 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 37,307 5,677 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 36,777 5,596 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 36,678 5,581 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 36,564 5,564 0.21% 0.21% 170 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 35,846 5,455 0.04% 0.04% 171 0 0.0% Q2 2026 Sep 08, 2026
Vestmark Advisory Solutions, Inc. History No change 34,656 5,273 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 34,033 5,207 0.43% 0.43% 173 0 0.0% Q2 2026 Aug 07, 2026
Destiny Wealth Partners, LLC History No change 33,022 5,118 0.72% 0.72% 174 0 0.0% Q2 2026 Aug 07, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 33,577 5,109 0.74% 0.74% 175 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Group, LLC History No change 32,919 5,009 1.93% 1.93% 176 0 0.0% Q2 2026 Jul 08, 2026
Strategent Financial, LLC History No change 32,687 4,974 2.87% 2.87% 177 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 31,779 4,864 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 27, 2026
1834 INVESTMENT ADVISORS CO History No change 31,911 4,856 0.55% 0.55% 179 0 0.0% Q2 2026 Jul 30, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 32,991 4,832 1.24% 1.77% 180 -11,780 -26.31% Q3 2026 Oct 06, 2026
Firestone Capital Management History No change 31,596 4,808 0.9% 0.9% 181 0 0.0% Q2 2026 Jul 31, 2026
BlackRock, Inc. History No change 31,407 4,779 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 31,048 4,724 0.07% 0.07% 183 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 31,040 4,723 0.94% 0.94% 184 0 0.0% Q2 2026 Jul 22, 2026
Smithfield Trust Co History No change 30,995 4,714 0.19% 0.19% 185 0 0.0% Q2 2026 Aug 05, 2026
LifeSteps Financial, Inc. History No change 30,887 4,700 2.19% 2.19% 186 0 0.0% Q2 2026 Jul 17, 2026
Prospera Financial Services Inc History No change 30,771 4,689 0.07% 0.07% 187 0 0.0% Q2 2026 Jul 15, 2026
MYCIO WEALTH PARTNERS, LLC History No change 30,635 4,662 0.87% 0.87% 188 0 0.0% Q2 2026 Aug 12, 2026
Freestone Capital Holdings, LLC History No change 30,505 4,642 0.12% 0.12% 189 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 29,812 4,536 0.08% 0.08% 190 0 0.0% Q2 2026 Jul 21, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 29,718 4,522 3.81% 3.81% 191 0 0.0% Q2 2026 Jul 24, 2026
Johnson & White Wealth Management, LLC History No change 29,564 4,499 1.68% 1.68% 192 0 0.0% Q2 2026 Jul 16, 2026
Lewis Asset Management, LLC History No change 29,342 4,465 1.56% 1.56% 193 0 0.0% Q2 2026 Jul 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 29,145 4,435 0.07% 0.07% 194 0 0.0% Q2 2026 Aug 03, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 28,933 4,402 0.03% 0.03% 195 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO History No change 28,411 4,402 0.04% 0.04% 196 0 0.0% Q2 2026 Jul 27, 2026
NOVEM GROUP History No change 28,773 4,378 0.44% 0.44% 197 0 0.0% Q2 2026 Jul 21, 2026
American Trust History No change 28,615 4,354 0.34% 0.34% 198 0 0.0% Q2 2026 Aug 14, 2026
Bravera Wealth History No change 28,467 4,332 1.66% 1.66% 199 0 0.0% Q2 2026 Jul 23, 2026
Charles Schwab Trust Co History No change 28,048 4,268 0.24% 0.24% 200 0 0.0% Q2 2026 Jul 10, 2026
Badgley Phelps Wealth Managers, LLC History No change 27,963 4,255 0.07% 0.07% 201 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 27,894 4,244 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 11, 2026
SIMON QUICK ADVISORS, LLC History No change 27,803 4,231 0.17% 0.17% 203 0 0.0% Q2 2026 Jul 28, 2026
BRIGHTON JONES LLC History No change 27,796 4,230 0.08% 0.08% 204 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 27,700 4,215 0.0% 0.0% 205 0 0.0% Q2 2026 Sep 02, 2026
PFG Investments, LLC History No change 27,567 4,195 0.16% 0.16% 206 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 27,269 4,149 0.04% 0.04% 207 0 0.0% Q2 2026 Jul 27, 2026
HighPoint Advisor Group LLC History No change 27,183 4,136 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 05, 2026
1832 Asset Management L.P. History No change 27,146 4,131 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 26,989 4,107 0.06% 0.06% 210 0 0.0% Q2 2026 Aug 12, 2026
Shum Financial Group, Inc. History No change 26,884 4,091 2.47% 2.47% 211 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 26,806 4,079 0.11% 0.11% 212 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 26,674 4,059 0.02% 0.02% 213 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 26,671 4,058 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 03, 2026
Chicago Partners Investment Group LLC History No change 26,363 4,057 0.08% 0.08% 215 0 0.0% Q2 2026 Jul 29, 2026
Meridian Financial Advisors, LLC History No change 26,212 3,989 1.92% 1.92% 216 0 0.0% Q2 2026 Jul 22, 2026
Waverly Advisors, LLC History No change 26,208 3,988 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 25,615 3,898 0.34% 0.34% 218 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 25,502 3,880 0.31% 0.31% 219 0 0.0% Q2 2026 Aug 11, 2026
Asset Management Group, Inc. History No change 25,395 3,864 0.57% 0.57% 220 0 0.0% Q2 2026 Aug 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 25,338 3,855 0.32% 0.32% 221 0 0.0% Q2 2026 Jul 07, 2026
Blueprint Investment Partners LLC History No change 25,272 3,845 0.32% 0.32% 222 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 25,272 3,845 0.43% 0.43% 223 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 24,734 3,763 0.04% 0.04% 224 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 24,723 3,762 0.02% 0.02% 225 0 0.0% Q2 2026 Jul 24, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 24,724 3,762 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 10, 2026
Financial Planning Hawaii, Inc. History No change 24,602 3,743 2.01% 2.01% 227 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 24,517 3,730 0.42% 0.42% 228 0 0.0% Q2 2026 Jul 13, 2026
FDx Advisors, Inc. History No change 24,505 3,729 1.12% 1.12% 229 0 0.0% Q2 2026 Aug 04, 2026
Treasure Coast Financial Planning History No change 24,235 3,688 1.8% 1.8% 230 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 23,740 3,612 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 13, 2026
Sage Capital Management, LLC History No change 23,658 3,601 1.41% 1.41% 232 0 0.0% Q2 2026 Jul 20, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 23,468 3,571 0.07% 0.07% 233 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 23,451 3,568 0.21% 0.21% 234 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL TRUST Co History No change 23,427 3,565 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History No change 23,175 3,526 0.06% 0.06% 236 0 0.0% Q2 2026 Aug 07, 2026
Western Wealth Management, LLC History No change 23,063 3,509 0.11% 0.11% 237 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 22,778 3,466 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 12, 2026
AA Financial Advisors, LLC History No change 22,685 3,452 0.42% 0.42% 239 0 0.0% Q2 2026 Jul 17, 2026
Snowden Capital Advisors LLC History No change 22,660 3,448 0.08% 0.08% 240 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 22,625 3,443 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 13, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 22,570 3,434 0.77% 0.77% 242 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 22,364 3,403 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 22,236 3,383 0.47% 0.47% 244 0 0.0% Q2 2026 Aug 13, 2026
Legacy Advisors, LLC History No change 22,134 3,368 0.31% 0.31% 245 0 0.0% Q2 2026 Jul 24, 2026
Connecticut Wealth Management, LLC History No change 22,103 3,363 0.12% 0.12% 246 0 0.0% Q2 2026 Jul 29, 2026
WELCH & FORBES LLC History No change 22,079 3,359 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 30, 2026
Sequoia Financial Advisors, LLC History No change 21,665 3,296 0.02% 0.02% 248 0 0.0% Q2 2026 Jul 17, 2026
Good Harbor Advisors, Inc. History No change 21,657 3,295 3.22% 3.22% 249 0 0.0% Q2 2026 Jul 17, 2026
Farther Finance Advisors, LLC History No change 21,294 3,241 0.03% 0.03% 250 0 0.0% Q2 2026 Jul 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 21,205 3,226 0.33% 0.33% 251 0 0.0% Q2 2026 Jul 28, 2026
Principle Wealth Partners LLC History No change 20,917 3,183 0.16% 0.16% 252 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 20,861 3,174 0.13% 0.13% 253 0 0.0% Q2 2026 Aug 13, 2026
Stablepoint Partners, LLC History No change 20,633 3,139 0.43% 0.43% 254 0 0.0% Q2 2026 Jul 09, 2026
Narwhal Capital Management History No change 20,615 3,137 0.22% 0.22% 255 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 20,582 3,132 0.05% 0.05% 256 0 0.0% Q2 2026 Jul 31, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 20,517 3,122 2.78% 2.78% 257 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 20,214 3,076 0.03% 0.03% 258 0 0.0% Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History No change 20,195 3,073 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 19,906 3,029 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 19,732 3,002 0.09% 0.09% 261 0 0.0% Q2 2026 Aug 06, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 19,426 2,956 0.85% 0.85% 262 0 0.0% Q2 2026 Aug 07, 2026
New England Private Wealth Advisors LLC History No change 18,974 2,954 0.29% 0.29% 263 0 0.0% Q2 2026 Aug 04, 2026
Carnegie Investment Counsel History No change 19,275 2,933 0.06% 0.06% 264 0 0.0% Q2 2026 Jul 30, 2026
Savvy Advisors, Inc. History No change 19,233 2,926 0.06% 0.06% 265 0 0.0% Q2 2026 Aug 03, 2026
Ameritas Investment Partners, Inc. History No change 19,052 2,899 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 13, 2026
PKS Advisory Services, LLC History No change 18,875 2,872 0.46% 0.46% 267 0 0.0% Q2 2026 Aug 04, 2026
MONTAG A & ASSOCIATES INC History No change 18,777 2,857 0.12% 0.12% 268 0 0.0% Q2 2026 Aug 05, 2026
KINTRA WEALTH, LLC History No change 18,013 2,851 0.15% 0.15% 269 0 0.0% Q2 2026 Aug 14, 2026
PLANNING DIRECTIONS INC History No change 18,714 2,847 1.32% 1.32% 270 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 18,698 2,845 0.31% 0.31% 271 0 0.0% Q2 2026 Jul 24, 2026
Sugar Maple Asset Management, LLC History No change 18,606 2,831 1.83% 1.83% 272 0 0.0% Q2 2026 Jul 28, 2026
Calydon Capital History No change 18,365 2,794 0.41% 0.41% 273 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 17,771 2,704 1.31% 1.31% 274 0 0.0% Q2 2026 Jul 15, 2026
Harbour Capital Advisors, LLC History No change 17,365 2,680 0.49% 0.49% 275 0 0.0% Q2 2026 Jul 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 18,112 2,653 0.03% 0.03% 276 +1,236 7.32% Q3 2026 Oct 05, 2026
Financial Engines Advisors L.L.C. History No change 17,167 2,612 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 17,099 2,602 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 17,088 2,600 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 16,966 2,581 0.04% 0.04% 280 0 0.0% Q2 2026 Jul 28, 2026
Flaharty Asset Management, LLC History No change 16,573 2,577 3.69% 3.69% 281 0 0.0% Q2 2026 Jul 08, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 16,921 2,575 0.92% 0.92% 282 0 0.0% Q2 2026 Jul 21, 2026
Purkiss Capital Advisors LLC History No change 16,447 2,502 0.95% 0.95% 283 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 16,371 2,491 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 12, 2026
Occidental Asset Management, LLC History No change 16,227 2,469 0.25% 0.25% 285 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 16,168 2,460 0.08% 0.08% 286 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 16,144 2,456 0.3% 0.3% 287 0 0.0% Q2 2026 Aug 11, 2026
truNorth Financial Services, Inc. History No change 16,065 2,444 2.19% 2.19% 288 0 0.0% Q2 2026 Jul 30, 2026
Mirae Asset Global Investments Co., Ltd. History No change 15,900 2,419 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 15,734 2,394 0.04% 0.04% 290 0 0.0% Q2 2026 Jul 15, 2026
FIRST TRUST ADVISORS LP History No change 15,720 2,392 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT PARTNERS, LTD. History No change 15,509 2,360 0.74% 0.74% 292 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 15,491 2,357 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 15,253 2,357 0.17% 0.17% 294 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 15,480 2,355 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History No change 15,220 2,349 0.06% 0.06% 296 0 0.0% Q2 2026 Jul 13, 2026
COZAD ASSET MANAGEMENT INC History No change 15,214 2,315 0.15% 0.15% 297 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 15,105 2,298 0.06% 0.06% 298 0 0.0% Q2 2026 Jul 20, 2026
Eagle Strategies LLC History No change 15,024 2,286 0.23% 0.23% 299 0 0.0% Q2 2026 Jul 21, 2026
Focus Financial Network, Inc. History No change 15,025 2,286 0.07% 0.07% 300 0 0.0% Q2 2026 Jul 09, 2026
PDS Planning, Inc History No change 15,003 2,283 0.13% 0.13% 301 0 0.0% Q2 2026 Aug 05, 2026
Peak Asset Management, LLC History No change 14,684 2,234 0.33% 0.33% 302 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 14,589 2,220 0.26% 0.26% 303 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 14,569 2,217 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 12, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 14,500 2,206 0.15% 0.15% 305 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 14,299 2,176 0.05% 0.05% 306 0 0.0% Q2 2026 Jul 28, 2026
Cadent Capital Advisors, LLC History No change 14,285 2,173 0.45% 0.45% 307 0 0.0% Q2 2026 Jul 13, 2026
Global Retirement Partners, LLC History No change 14,164 2,155 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 06, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 14,100 2,145 0.77% 0.77% 309 0 0.0% Q2 2026 Jul 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 14,015 2,132 0.05% 0.05% 310 0 0.0% Q2 2026 Jul 17, 2026
Spire Wealth Management History No change 14,009 2,131 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 15, 2026
Cove Private Wealth, LLC History No change 13,709 2,086 0.4% 0.4% 312 0 0.0% Q2 2026 Jul 31, 2026
McGlone Suttner Wealth Management, Inc. History No change 13,480 2,051 0.24% 0.24% 313 0 0.0% Q2 2026 Jul 21, 2026
1015 Capital Partners, LLC History No change 13,464 2,048 1.72% 1.72% 314 0 0.0% Q2 2026 Jul 21, 2026
One Wealth Map LLC History No change 12,925 2,038 0.93% 0.93% 315 0 0.0% Q2 2026 Jul 30, 2026
Tyche Wealth Partners LLC History No change 13,366 2,034 0.29% 0.29% 316 0 0.0% Q2 2026 Aug 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 13,253 2,016 0.04% 0.04% 317 0 0.0% Q2 2026 Jul 23, 2026
Madison Asset Management, LLC History No change 13,236 2,014 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 13,109 1,994 0.06% 0.06% 319 0 0.0% Q2 2026 Aug 03, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 13,038 1,984 0.06% 0.06% 320 0 0.0% Q2 2026 Aug 05, 2026
TUDOR INVESTMENT CORP ET AL History No change 12,929 1,967 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 12,850 1,955 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 06, 2026
Aberdeen Wealth Management LLC History No change 12,812 1,949 0.94% 0.94% 323 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 12,778 1,944 0.02% 0.02% 324 0 0.0% Q2 2026 Jul 28, 2026
Cooksen Wealth, LLC History No change 12,760 1,941 1.22% 1.22% 325 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 12,608 1,918 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 12,589 1,915 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 12,447 1,894 0.09% 0.09% 328 0 0.0% Q2 2026 Aug 11, 2026
Coston, McIsaac & Partners History No change 12,396 1,886 0.38% 0.38% 329 0 0.0% Q2 2026 Aug 12, 2026
UNION SAVINGS BANK History No change 12,364 1,881 0.76% 0.76% 330 0 0.0% Q2 2026 Jul 23, 2026
Pines Wealth Management, LLC History No change 12,335 1,877 0.54% 0.54% 331 0 0.0% Q2 2026 Jul 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12,268 1,866 0.12% 0.12% 332 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 12,065 1,836 0.16% 0.16% 333 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History No change 12,067 1,836 0.05% 0.05% 334 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 12,056 1,834 0.29% 0.29% 335 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 12,014 1,828 0.02% 0.02% 336 0 0.0% Q2 2026 Jul 22, 2026
GreatBanc Trust CO History No change 11,978 1,822 1.13% 1.13% 337 0 0.0% Q2 2026 Jul 29, 2026
StoneX Group Inc. History No change 12,016 1,818 0.07% 0.07% 338 0 0.0% Q2 2026 Aug 12, 2026
REBALANCE, LLC History No change 11,770 1,791 0.09% 0.09% 339 0 0.0% Q2 2026 Jul 16, 2026
ProVise Management Group, LLC History No change 11,723 1,784 0.12% 0.12% 340 0 0.0% Q2 2026 Aug 03, 2026
Forbes Financial Planning, Inc. History No change 11,692 1,779 0.95% 0.95% 341 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 11,659 1,774 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 06, 2026
Vanguard National Trust Co History No change 11,646 1,772 0.1% 0.1% 343 0 0.0% Q2 2026 Aug 13, 2026
Wealthcare Advisory Partners LLC History No change 11,581 1,762 0.03% 0.03% 344 0 0.0% Q2 2026 Jul 09, 2026
Bank OZK History No change 11,502 1,750 0.52% 0.52% 345 0 0.0% Q2 2026 Aug 17, 2026
WHITE PINE CAPITAL LLC History No change 11,434 1,740 0.41% 0.41% 346 0 0.0% Q2 2026 Aug 05, 2026
Mechanics Bank Trust Department History No change 11,429 1,739 0.22% 0.22% 347 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,372 1,730 0.04% 0.04% 348 0 0.0% Q2 2026 Jul 31, 2026
WCG Wealth Advisors LLC History No change 11,178 1,701 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 14, 2026
Newman Dignan & Sheerar, Inc. History No change 11,095 1,688 0.32% 0.32% 350 0 0.0% Q2 2026 Jul 14, 2026
Bouchey Financial Group, Ltd. History No change 11,000 1,673 0.11% 0.11% 351 0 0.0% Q2 2026 Jul 27, 2026
Aspect Partners, LLC History No change 10,997 1,673 0.62% 0.62% 352 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisory, LLC History No change 10,988 1,672 0.06% 0.06% 353 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 10,975 1,670 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 12, 2026
Hardworking Capital Advisors, LLC History No change 10,928 1,663 1.36% 1.36% 355 0 0.0% Q2 2026 Aug 03, 2026
Waldron Private Wealth LLC History No change 10,842 1,649 0.06% 0.06% 356 0 0.0% Q2 2026 Jul 20, 2026
Almanack Investment Partners, LLC. History No change 10,789 1,641 0.21% 0.21% 357 0 0.0% Q2 2026 Jul 30, 2026
Florida Trust Wealth Management Co History No change 10,736 1,633 0.04% 0.04% 358 0 0.0% Q2 2026 Jul 27, 2026
Tufton Capital Management History No change 10,716 1,630 0.27% 0.27% 359 0 0.0% Q2 2026 Jul 27, 2026
Pallas Capital Advisors LLC History No change 10,695 1,627 0.05% 0.05% 360 0 0.0% Q2 2026 Aug 07, 2026
Councilor Wealth, LLC History No change 10,663 1,622 0.66% 0.66% 361 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History No change 10,656 1,621 0.29% 0.29% 362 0 0.0% Q2 2026 Jul 10, 2026
Ancora Advisors LLC History No change 10,622 1,616 0.03% 0.03% 363 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 10,586 1,611 0.05% 0.05% 364 0 0.0% Q2 2026 Jul 24, 2026
INTEGRITY ALLIANCE, LLC. History No change 10,529 1,602 0.05% 0.05% 365 0 0.0% Q2 2026 Jul 31, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 10,505 1,598 0.56% 0.56% 366 0 0.0% Q2 2026 Jul 30, 2026
Verdence Capital Advisors LLC History No change 10,493 1,596 0.08% 0.08% 367 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF VERMONT History No change 10,449 1,590 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 07, 2026
Collaborative Capital Advisors LLC History No change 10,421 1,585 1.0% 1.0% 369 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 10,391 1,581 0.04% 0.04% 370 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 10,307 1,568 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History No change 10,217 1,554 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 11, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 10,045 1,528 0.08% 0.08% 373 0 0.0% Q2 2026 Jul 15, 2026
McNaughton Wealth Management, LLC History No change 10,042 1,528 0.54% 0.54% 374 0 0.0% Q2 2026 Jul 07, 2026
Y-Intercept (Hong Kong) Ltd History No change 9,888 1,504 0.03% 0.03% 375 0 0.0% Q2 2026 Jul 13, 2026
SVB WEALTH LLC History No change 9,843 1,497 0.09% 0.09% 376 0 0.0% Q2 2026 Jul 17, 2026
Dynamic Advisor Solutions LLC History No change 9,833 1,496 0.04% 0.04% 377 0 0.0% Q2 2026 Jul 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 9,700 1,476 0.02% 0.02% 378 0 0.0% Q2 2026 Aug 06, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 9,686 1,473 0.36% 0.36% 379 0 0.0% Q2 2026 Jul 10, 2026
Parcion Private Wealth LLC History No change 9,660 1,470 0.08% 0.08% 380 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 9,157 1,453 0.11% 0.11% 381 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 9,536 1,451 0.04% 0.04% 382 0 0.0% Q2 2026 Aug 07, 2026
GLOBALT Investments LLC / GA History No change 9,528 1,449 0.05% 0.05% 383 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 9,523 1,449 0.28% 0.28% 384 0 0.0% Q2 2026 Jul 15, 2026
Kovack Advisors, Inc. History No change 9,474 1,445 0.07% 0.07% 385 0 0.0% Q2 2026 Jul 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 9,853 1,443 0.93% 0.9% 387 +143 1.47% Q3 2026 Oct 07, 2026
Federation des caisses Desjardins du Quebec History No change 9,484 1,443 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 9,476 1,442 0.03% 0.03% 388 0 0.0% Q2 2026 Aug 07, 2026
HOURGLASS CAPITAL, LLC History No change 9,455 1,438 0.28% 0.28% 389 0 0.0% Q2 2026 Jul 30, 2026
Performa Ltd (US), LLC History No change 9,455 1,438 0.23% 0.23% 390 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 9,424 1,434 0.13% 0.13% 391 0 0.0% Q2 2026 Jul 22, 2026
Axis Wealth Partners, LLC History No change 9,402 1,430 0.69% 0.69% 392 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 9,361 1,424 0.03% 0.03% 393 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 9,211 1,401 0.02% 0.02% 394 0 0.0% Q2 2026 Jul 29, 2026
SlateStone Wealth, LLC History No change 9,197 1,400 0.11% 0.11% 395 0 0.0% Q2 2026 Jul 20, 2026
Ledyard National Bank History No change 9,196 1,399 0.11% 0.11% 396 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL ADVISORS INC/OK History No change 9,188 1,398 0.02% 0.02% 397 0 0.0% Q2 2026 Jul 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 9,184 1,397 0.12% 0.12% 398 0 0.0% Q2 2026 Jul 27, 2026
Palisade Asset Management, LLC History No change 9,178 1,396 0.13% 0.13% 399 0 0.0% Q2 2026 Jul 20, 2026
Destiny Capital Corp/CO History No change 9,168 1,395 0.65% 0.65% 400 0 0.0% Q2 2026 Aug 10, 2026
WARNER FINANCIAL, INC History No change 9,156 1,393 0.41% 0.41% 401 0 0.0% Q2 2026 Jul 09, 2026
Stonebridge Financial Planning Group, LLC History No change 9,073 1,380 0.44% 0.44% 402 0 0.0% Q2 2026 Jul 31, 2026
Sage Mountain Advisors LLC History No change 8,985 1,367 0.08% 0.08% 403 0 0.0% Q2 2026 Aug 05, 2026
MPS Loria Financial Planners, LLC History No change 8,981 1,366 0.31% 0.31% 404 0 0.0% Q2 2026 Jul 30, 2026
Canal Capital Management, LLC History No change 8,857 1,347 0.16% 0.16% 405 0 0.0% Q2 2026 Jul 28, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,843 1,345 0.55% 0.55% 406 0 0.0% Q2 2026 Aug 07, 2026
High Net Worth Advisory Group LLC History No change 8,784 1,336 0.28% 0.28% 407 0 0.0% Q2 2026 Jul 29, 2026
Zhang Financial LLC History No change 8,763 1,333 0.04% 0.04% 408 0 0.0% Q2 2026 Jul 30, 2026
Lansing Street Advisors History No change 8,739 1,329 0.28% 0.28% 409 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 8,719 1,326 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 13, 2026
Fort Point Capital Partners LLC History No change 8,702 1,324 0.09% 0.09% 411 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 8,675 1,320 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 23, 2026
Weaver Consulting Group History No change 8,657 1,317 0.27% 0.27% 413 0 0.0% Q2 2026 Jul 29, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 8,654 1,316 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 12, 2026
VeraBank, N.A. History No change 8,642 1,315 0.22% 0.22% 415 0 0.0% Q2 2026 Aug 05, 2026
Legend Capital Advisors LLC History No change 8,634 1,313 0.71% 0.71% 416 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 8,576 1,305 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 18, 2026
Westmount Partners, LLC History No change 8,526 1,297 0.28% 0.28% 418 0 0.0% Q2 2026 Jul 07, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 8,475 1,289 0.38% 0.38% 419 0 0.0% Q2 2026 Aug 04, 2026
Freedom Financial Partners LLC History No change 8,461 1,287 0.42% 0.42% 420 0 0.0% Q2 2026 Aug 06, 2026
Seven Springs Wealth Group, LLC History No change 8,392 1,277 0.28% 0.28% 421 0 0.0% Q2 2026 Aug 04, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 8,347 1,270 0.47% 0.47% 422 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD SECURITIES, INC. History No change 8,331 1,267 0.07% 0.07% 423 0 0.0% Q2 2026 Jul 15, 2026
Diversified Trust Co History No change 8,321 1,266 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 17, 2026
NBH Bank History No change 8,246 1,254 0.53% 0.53% 425 0 0.0% Q2 2026 Aug 14, 2026
Blue Fin Capital, Inc. History No change 8,199 1,247 0.18% 0.18% 426 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 8,112 1,234 0.05% 0.05% 427 0 0.0% Q2 2026 Aug 14, 2026
Harbour Trust & Investment Management Co History No change 8,065 1,227 0.12% 0.12% 428 0 0.0% Q2 2026 Jul 28, 2026
Richwood Investment Advisors, LLC History No change 8,048 1,224 0.86% 0.86% 429 0 0.0% Q2 2026 Jul 29, 2026
Raab & Moskowitz Asset Management LLC History No change 8,026 1,221 0.25% 0.25% 430 0 0.0% Q2 2026 Jul 28, 2026
Thomasville National Bank History No change 7,855 1,195 0.07% 0.07% 431 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,840 1,193 0.07% 0.07% 432 0 0.0% Q2 2026 Jul 15, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 7,845 1,193 0.48% 0.48% 433 0 0.0% Q2 2026 Jul 24, 2026
PINNACLE ASSOCIATES LTD History No change 7,813 1,189 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,772 1,182 0.03% 0.03% 435 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 7,761 1,181 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 7,764 1,181 0.02% 0.02% 437 0 0.0% Q2 2026 Aug 05, 2026
Mathes Company, Inc. History No change 7,740 1,178 0.37% 0.37% 438 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 7,726 1,175 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 20, 2026
American State Bank (Iowa) History No change 7,690 1,170 0.47% 0.47% 440 0 0.0% Q2 2026 Jul 09, 2026
B. Riley Wealth Advisors, Inc. History No change 7,644 1,167 0.06% 0.06% 441 0 0.0% Q2 2026 Jul 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 7,449 1,153 0.17% 0.17% 442 0 0.0% Q2 2026 Aug 06, 2026
Calamos Wealth Management LLC History No change 7,575 1,152 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 31, 2026
Vawter Financial, Ltd. History No change 7,500 1,141 0.43% 0.43% 444 0 0.0% Q2 2026 Jul 24, 2026
Roger Wittlin Investment Advisory, LLC History No change 7,403 1,126 0.88% 0.88% 445 0 0.0% Q2 2026 Jul 17, 2026
Capital Analysts, LLC History No change 7,392 1,124 0.03% 0.03% 446 0 0.0% Q2 2026 Aug 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,372 1,122 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
Reality Financial Planning Services, LLC History No change 7,310 1,112 1.07% 1.07% 448 0 0.0% Q2 2026 Aug 17, 2026
Agate Pass Investment Management, LLC History No change 7,293 1,109 0.41% 0.41% 449 0 0.0% Q2 2026 Jul 08, 2026
BCS Private Wealth Management, Inc. History No change 7,290 1,109 0.33% 0.33% 450 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 7,189 1,093 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 03, 2026
FLAGSTAR SECURITIES, INC History No change 7,081 1,077 0.33% 0.33% 452 0 0.0% Q2 2026 Jul 15, 2026
Curbstone Financial Management Corp History No change 7,050 1,072 0.18% 0.18% 453 0 0.0% Q2 2026 Jul 14, 2026
Compass Ion Advisors, LLC History No change 7,035 1,070 0.09% 0.09% 454 0 0.0% Q2 2026 Aug 12, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 7,299 1,069 0.58% 0.6% 455 0 0.0% Q3 2026 Oct 06, 2026
Forza Wealth Management, LLC History No change 7,000 1,065 0.33% 0.33% 456 0 0.0% Q2 2026 Jul 17, 2026
AMG National Trust Bank History No change 6,970 1,060 0.02% 0.02% 457 0 0.0% Q2 2026 Aug 06, 2026
Virtu Financial LLC History No change 6,963 1,060 0.03% 0.03% 458 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 6,904 1,050 0.07% 0.07% 459 0 0.0% Q2 2026 Aug 07, 2026
Wealth Care LLC History No change 6,892 1,048 0.85% 0.85% 460 0 0.0% Q2 2026 Jul 15, 2026
RFG Advisory, LLC History No change 6,875 1,046 0.02% 0.02% 461 0 0.0% Q2 2026 Jul 15, 2026
RMR Wealth Builders History No change 6,871 1,045 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 24, 2026
American Institute for Advanced Investment Management, LLP History No change 6,850 1,042 0.6% 0.6% 463 0 0.0% Q2 2026 Jul 21, 2026
Parallel Advisors, LLC History No change 6,831 1,039 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 6,799 1,034 0.06% 0.06% 465 0 0.0% Q2 2026 Jul 13, 2026
Retirement Planning Group, LLC History No change 6,752 1,027 0.03% 0.03% 466 0 0.0% Q2 2026 Aug 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,747 1,026 0.15% 0.15% 467 0 0.0% Q2 2026 Jul 21, 2026
Forum Financial Management, LP History No change 6,736 1,025 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 6,734 1,024 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 13, 2026
Addison Capital Co History No change 6,671 1,015 0.17% 0.17% 470 0 0.0% Q2 2026 Aug 04, 2026
NORDEN GROUP LLC History No change 6,675 1,015 0.08% 0.08% 471 0 0.0% Q2 2026 Jul 29, 2026
Madrid Wealth Management, LLC History No change 6,663 1,013 0.66% 0.66% 472 0 0.0% Q2 2026 Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 6,592 1,003 0.01% 0.01% 473 0 0.0% Q2 2026 Jul 14, 2026
Curi Capital, LLC History No change 6,556 997 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 14, 2026
Greenhouse Wealth Management, LLC History No change 6,528 995 0.7% 0.7% 475 0 0.0% Q2 2026 Aug 06, 2026
Kentucky Trust Co History No change 6,500 989 0.48% 0.48% 476 0 0.0% Q2 2026 Jul 10, 2026
STAR Financial Bank History No change 6,487 987 0.4% 0.4% 477 0 0.0% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History No change 6,460 983 0.17% 0.17% 478 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 6,455 982 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 6,397 973 0.05% 0.05% 480 0 0.0% Q2 2026 Aug 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,382 971 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,369 969 0.01% 0.01% 482 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 6,373 969 0.01% 0.01% 483 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,252 951 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,206 944 0.05% 0.05% 485 0 0.0% Q2 2026 Jul 23, 2026
HMV Wealth Advisors, LLC History No change 6,194 942 0.37% 0.37% 486 0 0.0% Q2 2026 Jul 13, 2026
GEN Financial Management, INC. History No change 6,163 937 0.56% 0.56% 487 0 0.0% Q2 2026 Jul 24, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,150 936 0.11% 0.11% 488 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 6,114 930 0.16% 0.16% 489 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 6,100 928 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
SEMITAM BONAM LLC History No change 6,090 926 0.68% 0.68% 491 0 0.0% Q2 2026 Jul 24, 2026
HHM Wealth Advisors, LLC History No change 6,070 923 0.09% 0.09% 492 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 6,064 922 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 06, 2026
Investment Management Trust, LLC History No change 6,061 922 0.83% 0.83% 494 0 0.0% Q2 2026 Aug 11, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 6,042 919 0.13% 0.13% 495 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 6,017 915 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 28, 2026
Glassman Wealth Services History No change 6,003 913 0.11% 0.11% 497 0 0.0% Q2 2026 Aug 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 5,984 910 0.24% 0.24% 498 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK OF OMAHA History No change 5,956 909 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 5,978 909 0.05% 0.05% 500 0 0.0% Q2 2026 Jul 10, 2026
Intrua Financial, LLC History No change 5,975 909 0.08% 0.08% 501 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 5,973 908 0.11% 0.11% 502 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 5,738 907 0.39% 0.39% 503 0 0.0% Q2 2026 Aug 24, 2026
Coastline Trust Co History Reduced 6,188 906 0.08% 0.12% 504 -2,560 -29.26% Q3 2026 Oct 01, 2026
LaSalle St. Investment Advisors, LLC History No change 5,953 905 0.11% 0.11% 505 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 5,914 899 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 10, 2026
SC&H Financial Advisors, Inc. History No change 5,901 898 0.12% 0.12% 507 0 0.0% Q2 2026 Aug 04, 2026
Altus Wealth Group LLC History No change 5,901 897 0.32% 0.32% 508 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Advisors, LLC History No change 5,837 888 0.05% 0.05% 509 0 0.0% Q2 2026 Aug 11, 2026
Evelyn Partners Group Ltd History No change 5,816 887 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 5,810 884 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 17, 2026
GARRISON POINT ADVISORS, LLC History No change 5,813 884 0.36% 0.36% 512 0 0.0% Q2 2026 Jul 31, 2026
Waterloo Capital, L.P. History No change 5,753 875 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 5,744 874 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 5,722 871 0.02% 0.02% 515 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 5,724 871 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 23, 2026
Capital Group Private Client Services, Inc. History No change 5,729 871 0.01% 0.01% 517 0 0.0% Q2 2026 Aug 12, 2026
MWA Asset Management History No change 5,695 866 0.39% 0.39% 518 0 0.0% Q2 2026 Jul 31, 2026
PEOPLES BANK /OH History No change 5,677 863 0.44% 0.44% 519 0 0.0% Q2 2026 Jul 27, 2026
Conservest Capital Advisors, Inc. History No change 5,562 846 0.07% 0.07% 520 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5,558 845 0.07% 0.07% 521 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Wealth, LLC History No change 5,487 834 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 5,480 833 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 5,462 831 0.06% 0.06% 524 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management Group, Inc. History No change 5,388 820 0.49% 0.49% 525 0 0.0% Q2 2026 Jul 27, 2026
SAXON INTERESTS, INC. History No change 5,383 819 0.23% 0.23% 526 0 0.0% Q2 2026 Aug 12, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 5,351 814 0.28% 0.28% 527 0 0.0% Q2 2026 Aug 13, 2026
United Bank History No change 5,335 811 0.25% 0.25% 528 0 0.0% Q2 2026 Aug 10, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 5,330 811 0.42% 0.42% 529 0 0.0% Q2 2026 Jul 23, 2026
EHRLICH FINANCIAL GROUP History No change 5,290 805 0.41% 0.41% 530 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 5,268 802 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 12, 2026
MKT Advisors LLC History No change 5,156 802 0.25% 0.25% 532 0 0.0% Q2 2026 Jul 09, 2026
Cascade Financial Partners, LLC History No change 5,239 797 0.07% 0.07% 533 0 0.0% Q2 2026 Aug 04, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,185 789 0.19% 0.19% 534 0 0.0% Q2 2026 Jul 15, 2026
AGF MANAGEMENT LTD History No change 5,168 786 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 10, 2026
SevenBridge Financial Group, LLC History No change 4,979 785 0.12% 0.12% 536 0 0.0% Q2 2026 Aug 12, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,156 784 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 5,111 777 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 14, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 5,093 775 0.09% 0.09% 539 0 0.0% Q2 2026 Aug 04, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 5,067 771 0.29% 0.29% 540 0 0.0% Q2 2026 Jul 30, 2026
North Star Investment Management Corp. History No change 5,063 770 0.04% 0.04% 541 0 0.0% Q2 2026 Jul 28, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 5,060 770 0.69% 0.69% 542 0 0.0% Q2 2026 Jul 09, 2026
DECISION INVESTMENTS, INC History No change 5,047 768 0.7% 0.7% 543 0 0.0% Q2 2026 Jul 13, 2026
Taylor Financial Group, Inc. History No change 5,033 765 0.42% 0.42% 544 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 4,995 760 0.03% 0.03% 545 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 4,994 759 0.19% 0.19% 546 0 0.0% Q2 2026 Jul 07, 2026
BOK Financial Private Wealth, Inc. History No change 4,987 758 0.04% 0.04% 547 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Advisors Inc. History No change 4,966 755 0.13% 0.13% 548 0 0.0% Q2 2026 Jul 16, 2026
Intellus Advisors LLC History No change 4,953 753 0.09% 0.09% 549 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 4,942 752 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 11, 2026
One Day In July LLC History No change 4,932 750 0.05% 0.05% 551 0 0.0% Q2 2026 Aug 03, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 4,932 750 0.2% 0.2% 552 0 0.0% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History No change 4,922 749 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 03, 2026
Kaydan Wealth Management, Inc. History No change 4,904 746 0.23% 0.23% 554 0 0.0% Q2 2026 Jul 24, 2026
Accredited Investors Inc. History No change 4,900 745 0.03% 0.03% 555 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 4,880 743 0.03% 0.03% 556 0 0.0% Q2 2026 Aug 17, 2026
Ferguson Johnson Wealth Management Inc History No change 4,887 743 0.54% 0.54% 557 0 0.0% Q2 2026 Jul 31, 2026
One Capital Management, LLC History No change 5,086 742 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 4,830 735 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 19, 2026
NICOLET BANKSHARES INC History No change 4,805 735 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 4,797 730 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 4,800 730 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 4,777 727 0.06% 0.06% 563 0 0.0% Q2 2026 Jul 16, 2026
Navis Wealth Advisors, LLC History No change 4,769 725 0.27% 0.27% 564 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 4,745 722 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 31, 2026
SMITH, MOORE & CO. History No change 4,719 718 0.05% 0.05% 566 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 4,725 718 0.02% 0.02% 567 0 0.0% Q2 2026 Aug 05, 2026
Joel Adams & Associates, Inc. History No change 4,706 716 0.46% 0.46% 568 0 0.0% Q2 2026 Aug 06, 2026
BURNS J W & CO INC/NY History No change 4,698 714 0.07% 0.07% 569 0 0.0% Q2 2026 Jul 15, 2026
Triangle Securities Wealth Management History No change 4,690 713 0.14% 0.14% 570 0 0.0% Q2 2026 Jul 14, 2026
SENTINEL PENSION ADVISORS, LLC History No change 4,597 711 0.09% 0.09% 571 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 4,666 710 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 21, 2026
Coppell Advisory Solutions LLC History No change 737 708 0.06% 0.06% 573 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 4,650 707 0.08% 0.08% 574 0 0.0% Q2 2026 Jul 15, 2026
APPLETON PARTNERS INC/MA History No change 4,640 706 0.04% 0.04% 575 0 0.0% Q2 2026 Jul 21, 2026
Sageworth Trust Co History No change 4,637 705 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 28, 2026
Cassaday & Co Wealth Management LLC History No change 4,637 705 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,590 698 0.03% 0.03% 578 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 4,586 697 0.09% 0.09% 579 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,537 694 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 22, 2026
Strategic Blueprint, LLC History No change 4,543 691 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 23, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,536 690 0.03% 0.03% 582 0 0.0% Q2 2026 Aug 04, 2026
71 West Capital Partners History No change 4,536 690 0.02% 0.02% 583 0 0.0% Q2 2026 Aug 04, 2026
Everhart Financial Group, Inc. History No change 4,533 689 0.04% 0.04% 584 0 0.0% Q2 2026 Jul 08, 2026
Blackhawk Capital Partners, LLC History No change 4,507 685 0.22% 0.22% 585 0 0.0% Q2 2026 Jul 20, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 4,683 685 0.13% 0.15% 586 0 0.0% Q3 2026 Oct 05, 2026
Beaumont Financial Advisors, LLC History No change 4,490 683 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 04, 2026
WealthBridge Capital Management, LLC History No change 4,482 682 0.14% 0.14% 588 0 0.0% Q2 2026 Jul 24, 2026
SRH ADVISORS, LLC History No change 4,460 678 0.17% 0.17% 589 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 4,460 678 0.07% 0.07% 590 0 0.0% Q2 2026 Aug 06, 2026
PGIM Custom Harvest LLC History No change 4,446 676 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 13, 2026
Berkeley, Inc History No change 4,436 675 0.21% 0.21% 592 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 4,432 674 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 04, 2026
Wealth Advisory Solutions, LLC History No change 4,399 669 0.14% 0.14% 594 0 0.0% Q2 2026 Jul 24, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,383 667 0.03% 0.03% 595 0 0.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History No change 4,382 666 0.07% 0.07% 596 0 0.0% Q2 2026 Jul 30, 2026
Clark Capital Management Group, Inc. History No change 4,374 665 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Advisors, LLC History No change 4,352 662 0.17% 0.17% 598 0 0.0% Q2 2026 Aug 06, 2026
UHLMANN PRICE SECURITIES, LLC History No change 4,301 654 0.02% 0.02% 599 0 0.0% Q2 2026 Jul 24, 2026
Investment Advisory Group, LLC History No change 4,286 652 0.14% 0.14% 600 0 0.0% Q2 2026 Aug 06, 2026
KWMG, LLC History No change 4,284 651 0.05% 0.05% 601 0 0.0% Q2 2026 Jul 08, 2026
Certified Advisory Corp History No change 4,279 651 0.05% 0.05% 602 0 0.0% Q2 2026 Jul 16, 2026
Caprock Group, LLC History No change 4,261 648 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 27, 2026
Interchange Capital Partners, LLC History No change 4,238 644 0.12% 0.12% 604 0 0.0% Q2 2026 Jul 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 4,220 642 0.05% 0.05% 605 0 0.0% Q2 2026 Aug 03, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 4,225 642 0.22% 0.22% 606 0 0.0% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History No change 4,213 641 0.03% 0.03% 607 0 0.0% Q2 2026 Jul 27, 2026
SUTTON PLACE INVESTORS LLC History No change 4,217 641 0.31% 0.31% 608 0 0.0% Q2 2026 Aug 06, 2026
Bond & Devick Financial Network, Inc. History No change 4,207 640 0.16% 0.16% 609 0 0.0% Q2 2026 Jul 16, 2026
Mayflower Financial Advisors, LLC History No change 4,206 640 0.06% 0.06% 610 0 0.0% Q2 2026 Jul 09, 2026
Beacon Bridge Wealth Partners, LLC History No change 4,207 640 0.18% 0.18% 611 0 0.0% Q2 2026 Aug 05, 2026
SACKS & ASSOCIATES, LLC History No change 4,129 639 0.43% 0.43% 612 0 0.0% Q2 2026 Aug 04, 2026
HBK Sorce Advisory LLC History No change 4,042 635 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 06, 2026
Disciplined Investments, LLC History No change 4,154 632 0.2% 0.2% 614 0 0.0% Q2 2026 Aug 07, 2026
Wood Tarver Financial Group, LLC History No change 4,124 627 0.15% 0.15% 615 0 0.0% Q2 2026 Aug 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 4,115 626 0.02% 0.02% 616 0 0.0% Q2 2026 Aug 05, 2026
Csenge Advisory Group History No change 4,105 624 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History No change 4,084 622 0.03% 0.03% 618 0 0.0% Q2 2026 Aug 14, 2026
PATRON PARTNERS, LLC History No change 4,057 617 0.24% 0.24% 619 0 0.0% Q2 2026 Aug 11, 2026
Horst & Graben Wealth Management LLC History No change 4,024 615 0.08% 0.08% 620 0 0.0% Q2 2026 Jul 22, 2026
Key FInancial Inc History No change 4,029 613 0.1% 0.1% 621 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 4,019 611 0.46% 0.46% 622 0 0.0% Q2 2026 Jul 22, 2026
ZWJ INVESTMENT COUNSEL INC History No change 4,014 610 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 16, 2026
Ellis Investment Partners, LLC History No change 4,009 610 0.09% 0.09% 624 0 0.0% Q2 2026 Aug 05, 2026
Holistic Financial Partners History No change 4,006 609 0.37% 0.37% 625 0 0.0% Q2 2026 Jul 23, 2026
Ashford Advisors, LLC History No change 4,000 608 0.13% 0.13% 626 0 0.0% Q2 2026 Aug 06, 2026
Signal Advisors Wealth, LLC History No change 3,988 606 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 04, 2026
TICINO WEALTH History No change 3,986 606 0.19% 0.19% 628 0 0.0% Q2 2026 Jul 20, 2026
WESTCO ADVISORY SERVICES INC /ADV History No change 3,957 602 0.36% 0.36% 629 0 0.0% Q2 2026 Jul 28, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 3,953 601 0.09% 0.09% 630 0 0.0% Q2 2026 Jul 20, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 3,872 600 0.32% 0.32% 631 0 0.0% Q2 2026 Aug 07, 2026
Martin Capital Partners, LLC History No change 3,937 599 0.22% 0.22% 632 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 3,939 599 0.15% 0.15% 633 0 0.0% Q2 2026 Jul 21, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 3,921 596 0.51% 0.51% 634 0 0.0% Q2 2026 Aug 06, 2026
DDD Partners, LLC History No change 3,916 595 0.04% 0.04% 635 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 3,880 590 0.02% 0.02% 636 0 0.0% Q2 2026 Aug 12, 2026
Missouri Trust & Investment Co History No change 3,800 589 0.16% 0.16% 637 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 3,854 586 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 3,847 585 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 31, 2026
PRIVATE TRUST CO NA History No change 3,834 583 0.05% 0.05% 640 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 3,834 583 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 29, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 3,811 579 0.09% 0.09% 642 0 0.0% Q2 2026 Jul 27, 2026
Kapstone Financial Advisors LLC History No change 3,806 579 0.24% 0.24% 643 0 0.0% Q2 2026 Aug 07, 2026
New Hampshire Trust History No change 3,793 577 0.11% 0.11% 644 0 0.0% Q2 2026 Jul 27, 2026
Indiana Trust & Investment Management Co History No change 3,786 576 0.16% 0.16% 645 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History No change 3,788 576 0.01% 0.01% 646 0 0.0% Q2 2026 Jul 08, 2026
MATRIX ASSET ADVISORS INC/NY History No change 3,785 575 0.05% 0.05% 647 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 3,762 572 0.01% 0.01% 648 0 0.0% Q2 2026 Aug 03, 2026
TruNorth Capital Management, LLC History No change 3,759 572 0.09% 0.09% 649 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 3,743 569 0.05% 0.05% 650 0 0.0% Q2 2026 Jul 14, 2026
ASSETMARK, INC History No change 3,738 568 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 30, 2026
Beacon Bank & Trust History No change 3,736 568 0.11% 0.11% 652 0 0.0% Q2 2026 Aug 03, 2026
M3 Advisory Group, LLC History No change 3,733 568 0.29% 0.29% 653 0 0.0% Q2 2026 Jul 24, 2026
SeaCrest Wealth Management, LLC History No change 3,721 566 0.06% 0.06% 654 0 0.0% Q2 2026 Jul 09, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,718 565 0.04% 0.04% 655 0 0.0% Q2 2026 Aug 05, 2026
LS Investment Advisors, LLC History No change 3,705 563 0.08% 0.08% 656 0 0.0% Q2 2026 Jul 21, 2026
Rodgers & Associates, LTD History No change 3,700 563 0.05% 0.05% 657 0 0.0% Q2 2026 Jul 21, 2026
WEST PACES ADVISORS INC. History No change 3,702 563 0.09% 0.09% 658 0 0.0% Q2 2026 Jul 17, 2026
Ullmann Wealth Partners Group, LLC History No change 3,687 561 0.05% 0.05% 659 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 3,671 558 0.03% 0.03% 660 0 0.0% Q2 2026 Jul 31, 2026
DARA CAPITAL US, INC. History No change 3,660 556 0.38% 0.38% 661 0 0.0% Q2 2026 Jul 23, 2026
Key Client Fiduciary Advisors, LLC History No change 3,621 550 0.16% 0.16% 662 0 0.0% Q2 2026 Jul 09, 2026
Wealthcare Capital Partners, LLC History No change 3,604 548 0.23% 0.23% 663 0 0.0% Q2 2026 Jul 09, 2026
FULTON BANK, N.A. History No change 3,589 546 0.02% 0.02% 664 0 0.0% Q2 2026 Jul 09, 2026
GENESIS PRIVATE WEALTH, LLC History No change 3,540 538 0.15% 0.15% 665 0 0.0% Q2 2026 Jul 13, 2026
Ascentis Wealth Management, LLC History No change 3,498 533 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 30, 2026
LJI Wealth Management, LLC History No change 3,500 532 0.07% 0.07% 667 0 0.0% Q2 2026 Jul 31, 2026
Garner Asset Management Corp History No change 3,491 531 0.17% 0.17% 668 0 0.0% Q2 2026 Aug 07, 2026
Apella Capital, LLC History No change 3,396 528 0.01% 0.01% 669 0 0.0% Q2 2026 Jul 08, 2026
Emprise Bank History No change 3,474 528 0.19% 0.19% 670 0 0.0% Q2 2026 Jul 07, 2026
Realta Investment Advisors History No change 3,442 523 0.16% 0.16% 671 0 0.0% Q2 2026 Jul 20, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,435 522 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 10, 2026
Selective Wealth Management, Inc. History No change 3,369 521 0.14% 0.14% 673 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Financial Group, LLC History No change 3,560 521 0.04% 0.04% 674 0 0.0% Q3 2026 Oct 01, 2026
Arkos Global Advisors History No change 3,409 519 0.06% 0.06% 675 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 3,404 518 0.07% 0.07% 676 0 0.0% Q2 2026 Jul 23, 2026
Magnus Financial Group LLC History No change 3,395 516 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 09, 2026
Capital Asset Advisory Services LLC History No change 3,376 513 0.02% 0.02% 678 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 3,372 513 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 14, 2026
Truepoint, Inc. History No change 3,367 512 0.01% 0.01% 680 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 3,352 510 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 29, 2026
Crewe Advisors LLC History No change 3,347 509 0.04% 0.04% 682 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY TRUST CO History No change 3,341 508 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 3,328 508 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 12, 2026
Global Financial Private Client, LLC History No change 3,344 508 0.14% 0.14% 685 0 0.0% Q2 2026 Jul 20, 2026
Serenus Wealth Advisors, LLC History No change 3,326 506 0.09% 0.09% 686 0 0.0% Q2 2026 Aug 05, 2026
Creekside Partners History No change 3,313 504 0.18% 0.18% 687 0 0.0% Q2 2026 Jul 30, 2026
SkyOak Wealth, LLC History No change 3,308 503 0.08% 0.08% 688 0 0.0% Q2 2026 Jul 30, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 3,311 503 0.22% 0.22% 689 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 3,297 501 0.02% 0.02% 690 0 0.0% Q2 2026 Jul 30, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 3,286 500 0.07% 0.07% 691 0 0.0% Q2 2026 Jul 29, 2026
BSW Wealth Partners History No change 3,277 498 0.06% 0.06% 692 0 0.0% Q2 2026 Jul 15, 2026
Confluence Wealth Services, Inc. History No change 3,274 498 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 22, 2026
M1 Capital Management LLC History No change 3,269 497 0.18% 0.18% 694 0 0.0% Q2 2026 Aug 11, 2026
Quadcap Wealth Management, LLC History No change 3,259 495 0.05% 0.05% 695 0 0.0% Q2 2026 Jul 31, 2026
Performance Wealth Partners, LLC History No change 3,252 494 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 07, 2026
Values Added Financial LLC History No change 3,252 494 0.18% 0.18% 697 0 0.0% Q2 2026 Jul 27, 2026
Krilogy Financial LLC History No change 3,217 489 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,203 487 0.01% 0.01% 699 0 0.0% Q2 2026 Jul 31, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 3,195 486 0.05% 0.05% 700 0 0.0% Q2 2026 Jul 22, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 3,180 483 0.03% 0.03% 701 0 0.0% Q2 2026 Jul 14, 2026
Greenwich Wealth Management LLC History No change 3,151 480 0.02% 0.02% 702 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 3,155 480 0.09% 0.09% 703 0 0.0% Q2 2026 Jul 20, 2026
Lakewood Asset Management LLC History No change 3,156 480 0.26% 0.26% 704 0 0.0% Q2 2026 Aug 06, 2026
Madison Wealth Partners, Inc History No change 3,143 478 0.06% 0.06% 705 0 0.0% Q2 2026 Aug 12, 2026
Koss-Olinger Consulting, LLC History No change 3,131 476 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 10, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,114 473 0.03% 0.03% 707 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 3,109 473 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History No change 3,113 473 0.02% 0.02% 709 0 0.0% Q2 2026 Jul 20, 2026
MAYPORT, LLC History No change 3,106 472 0.07% 0.07% 710 0 0.0% Q2 2026 Aug 07, 2026
Midwest Financial Group LLC History No change 3,100 471 0.17% 0.17% 711 0 0.0% Q2 2026 Jul 21, 2026
Smith & Howard Wealth Management, LLC History No change 3,073 467 0.09% 0.09% 712 0 0.0% Q2 2026 Aug 03, 2026
PW Nova Financial Services LLC History No change 3,073 467 0.1% 0.1% 713 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 3,063 466 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 3,061 465 0.12% 0.12% 715 0 0.0% Q2 2026 Aug 05, 2026
YHB Investment Advisors, Inc. History No change 3,049 463 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 3,037 462 0.13% 0.13% 717 0 0.0% Q2 2026 Jul 24, 2026
Payne Capital Management, LLC History No change 3,039 462 0.12% 0.12% 718 0 0.0% Q2 2026 Aug 14, 2026
Mascagni Wealth Management, Inc. History No change 3,042 462 0.29% 0.29% 719 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Corp History No change 3,031 461 0.09% 0.09% 720 0 0.0% Q2 2026 Aug 03, 2026
Goldstein Advisors, LLC History No change 3,034 461 0.04% 0.04% 721 0 0.0% Q2 2026 Jul 20, 2026
LMG Wealth Partners, LLC History No change 3,018 459 0.07% 0.07% 722 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 3,013 458 0.09% 0.09% 723 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 2,996 455 0.0% 0.0% 724 0 0.0% Q2 2026 Jul 27, 2026
Plante Moran Financial Advisors, LLC History No change 2,995 455 0.02% 0.02% 725 0 0.0% Q2 2026 Aug 06, 2026
Andrews Advisory Associates, LLC History No change 2,980 453 0.22% 0.22% 726 0 0.0% Q2 2026 Jul 17, 2026
Clarity Wealth Advisors, LLC History No change 2,976 452 0.08% 0.08% 727 0 0.0% Q2 2026 Jul 24, 2026
DUNCKER STREETT & CO INC History No change 2,967 451 0.08% 0.08% 728 0 0.0% Q2 2026 Jul 28, 2026
Financially Speaking Inc History No change 3,082 449 2.18% 2.18% 729 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,936 446 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 04, 2026
Legacy Trust History No change 2,928 445 0.08% 0.08% 731 0 0.0% Q2 2026 Jul 31, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 2,923 444 0.07% 0.07% 732 0 0.0% Q2 2026 Aug 11, 2026
HEADINVEST, LLC History No change 2,905 442 0.08% 0.08% 733 0 0.0% Q2 2026 Aug 14, 2026
Kinetic Wealth Investment Advisors LLC History No change 2,902 441 0.21% 0.21% 734 0 0.0% Q2 2026 Sep 02, 2026
Acropolis Investment Management, LLC History No change 2,885 439 0.02% 0.02% 735 0 0.0% Q2 2026 Jul 16, 2026
Independent Advisor Alliance History No change 2,886 439 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 12, 2026
River Wealth Advisors LLC History No change 2,874 437 0.05% 0.05% 737 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,859 435 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 24, 2026
Clear Trail Advisors, LLC History No change 2,859 435 0.07% 0.07% 739 0 0.0% Q2 2026 Jul 21, 2026
Hardin Capital Partners, LLC History No change 2,846 434 0.2% 0.2% 740 0 0.0% Q2 2026 Jul 07, 2026
O'ROURKE & COMPANY, Inc History No change 2,845 433 0.15% 0.15% 741 0 0.0% Q2 2026 Aug 14, 2026
King Wealth Management Group History No change 2,836 432 0.05% 0.05% 742 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 2,795 432 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,767 432 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 12, 2026
Roundview Capital LLC History No change 2,837 431 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 30, 2026
Obermeyer Wealth Partners History No change 2,830 430 0.02% 0.02% 746 0 0.0% Q2 2026 Jul 29, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,825 430 0.01% 0.01% 747 0 0.0% Q2 2026 Aug 07, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 2,814 428 0.08% 0.08% 748 0 0.0% Q2 2026 Jul 09, 2026
Heartwood Wealth Advisors LLC History No change 2,910 426 0.03% 0.03% 749 0 0.0% Q3 2026 Oct 05, 2026
Lynx Investment Advisory History No change 2,780 423 0.14% 0.14% 750 0 0.0% Q2 2026 Jul 27, 2026
Fourth Dimension Wealth, LLC History No change 2,772 421 0.13% 0.13% 751 0 0.0% Q2 2026 Jul 31, 2026
Gen-Wealth Partners Inc History No change 2,757 419 0.12% 0.12% 752 0 0.0% Q2 2026 Aug 10, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,759 419 0.05% 0.05% 753 0 0.0% Q2 2026 Jul 24, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,743 417 0.02% 0.02% 754 0 0.0% Q2 2026 Jul 08, 2026
Revisor Wealth Management LLC History No change 2,740 416 0.1% 0.1% 755 0 0.0% Q2 2026 Jul 21, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 2,724 414 0.2% 0.2% 756 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,720 413 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 14, 2026
Sowell Financial Services LLC History No change 2,718 413 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 17, 2026
ALBION FINANCIAL GROUP /UT History No change 2,708 412 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 22, 2026
Princeton Global Asset Management LLC History No change 2,703 411 0.06% 0.06% 760 0 0.0% Q2 2026 Jul 16, 2026
Provident Wealth Management, LLC History No change 2,699 410 0.11% 0.11% 761 0 0.0% Q2 2026 Aug 04, 2026
GHP Investment Advisors, Inc. History No change 2,692 409 0.02% 0.02% 762 0 0.0% Q2 2026 Jul 17, 2026
Pictet North America Advisors SA History No change 2,682 408 0.04% 0.04% 763 0 0.0% Q2 2026 Jul 24, 2026
S.E.E.D. Planning Group LLC History No change 2,687 408 0.11% 0.11% 764 0 0.0% Q2 2026 Aug 04, 2026
Harbor Group, Inc. History No change 2,684 408 0.05% 0.05% 765 0 0.0% Q2 2026 Jul 22, 2026
Iron Gate Global Advisors LLC History No change 2,678 407 0.04% 0.04% 766 0 0.0% Q2 2026 Aug 14, 2026
Approach Retirement Advisors, LLC History No change 2,680 407 0.3% 0.3% 767 0 0.0% Q2 2026 Jul 15, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 2,664 405 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 10, 2026
NTV ASSET MANAGEMENT LLC History No change 2,659 404 0.04% 0.04% 769 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 2,660 404 0.02% 0.02% 770 0 0.0% Q2 2026 Jul 07, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 2,650 403 0.19% 0.19% 771 0 0.0% Q2 2026 Jul 16, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,748 402 0.01% 0.01% 772 -236 -7.91% Q3 2026 Oct 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,646 402 0.0% 0.0% 773 0 0.0% Q2 2026 Sep 23, 2026
Resonant Capital Advisors, LLC History No change 2,640 401 0.02% 0.02% 774 0 0.0% Q2 2026 Jul 24, 2026
Berger Financial Group, Inc History No change 2,640 401 0.02% 0.02% 775 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History No change 2,635 400 0.02% 0.02% 776 0 0.0% Q2 2026 Jul 23, 2026
SBI Securities Co., Ltd. History No change 2,635 400 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 22, 2026
Round Rock Advisors LLC History No change 2,607 396 0.05% 0.05% 778 0 0.0% Q2 2026 Aug 12, 2026
AIRE ADVISORS, LLC History No change 2,600 395 0.06% 0.06% 779 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 2,590 394 0.08% 0.08% 780 0 0.0% Q2 2026 Aug 10, 2026
Tennessee Valley Asset Management Partners History No change 2,591 394 0.04% 0.04% 781 0 0.0% Q2 2026 Aug 10, 2026
PHILADELPHIA TRUST CO History No change 2,580 393 0.03% 0.03% 782 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 2,584 393 0.05% 0.05% 783 0 0.0% Q2 2026 Jul 24, 2026
BXM Wealth LLC History No change 2,570 391 0.21% 0.21% 784 0 0.0% Q2 2026 Jul 24, 2026
Resolute Wealth Strategies, LLC History No change 2,550 388 0.15% 0.15% 785 0 0.0% Q2 2026 Aug 12, 2026
CITY HOLDING CO History No change 2,536 385 0.04% 0.04% 786 0 0.0% Q2 2026 Jul 10, 2026
Reynders McVeigh Capital Management, LLC History No change 2,529 385 0.02% 0.02% 787 0 0.0% Q2 2026 Sep 15, 2026
Crusonia Wealth Advisors LLC History No change 2,536 385 0.06% 0.06% 788 0 0.0% Q2 2026 Jul 30, 2026
Keel Point, LLC History No change 2,519 383 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 2,513 382 0.07% 0.07% 790 0 0.0% Q2 2026 Aug 21, 2026
WEBSTER BANK, N. A. History No change 2,505 381 0.03% 0.03% 791 0 0.0% Q2 2026 Jul 20, 2026
CBIZ Investment Advisory Services, LLC History No change 2,600 379 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 13, 2026
Cross Staff Investments Inc History No change 2,496 379 0.21% 0.21% 793 0 0.0% Q2 2026 Jul 22, 2026
Vertex Planning Partners, LLC History No change 2,496 379 0.06% 0.06% 794 0 0.0% Q2 2026 Aug 14, 2026
BECK MACK & OLIVER LLC History No change 2,483 377 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 2,478 377 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 29, 2026
KFA Private Wealth Group, LLC History No change 2,482 377 0.09% 0.09% 797 0 0.0% Q2 2026 Jul 28, 2026
Veridan Wealth LLC History No change 2,483 377 0.13% 0.13% 798 0 0.0% Q2 2026 Aug 10, 2026
Hoffman, Alan N Investment Management History No change 2,471 376 0.22% 0.22% 799 0 0.0% Q2 2026 Jul 09, 2026
Turtle Creek Wealth Advisors, LLC History No change 2,474 376 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 27, 2026
Shepherd Street Advisors LLC History No change 2,460 375 0.33% 0.33% 801 0 0.0% Q2 2026 Jul 24, 2026
Element Wealth, LLC History No change 2,453 373 0.14% 0.14% 802 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,450 372 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 28, 2026
AlphaStar Capital Management, LLC History No change 2,448 372 0.02% 0.02% 804 0 0.0% Q2 2026 Jul 30, 2026
Harfst & Associates, Inc. History No change 2,450 372 0.06% 0.06% 805 0 0.0% Q2 2026 Jul 31, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 2,437 370 0.01% 0.01% 806 0 0.0% Q2 2026 Jul 13, 2026
Oak Asset Management, LLC History No change 2,425 369 0.12% 0.12% 807 0 0.0% Q2 2026 Jul 10, 2026
HOGE FINANCIAL SERVICES, LLC History No change 2,428 369 0.18% 0.18% 808 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 2,428 369 0.04% 0.04% 809 0 0.0% Q2 2026 Jul 22, 2026
Venturi Wealth Management, LLC History No change 2,421 368 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,420 368 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 14, 2026
TCTC Holdings, LLC History No change 2,399 365 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 2,389 363 0.02% 0.02% 813 0 0.0% Q2 2026 Jul 22, 2026
Veltria Advisors Corp. History No change 2,391 363 0.55% 0.55% 814 0 0.0% Q2 2026 Aug 14, 2026
Redwood Park Advisors LLC History No change 2,382 362 0.24% 0.24% 815 0 0.0% Q2 2026 Aug 11, 2026
Mainstream Capital Management LLC History No change 2,371 360 0.22% 0.22% 816 0 0.0% Q2 2026 Jul 15, 2026
BOSTON FAMILY OFFICE LLC History No change 2,361 359 0.02% 0.02% 817 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 2,354 358 0.02% 0.02% 818 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 2,358 358 0.06% 0.06% 819 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 2,346 357 0.02% 0.02% 820 0 0.0% Q2 2026 Jul 28, 2026
Shared Vision Wealth Group LLC History No change 2,351 357 0.12% 0.12% 821 0 0.0% Q2 2026 Jul 31, 2026
WEST BANCORPORATION INC History No change 2,336 355 0.15% 0.15% 822 0 0.0% Q2 2026 Jul 23, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 2,332 354 0.02% 0.02% 823 0 0.0% Q2 2026 Jul 20, 2026
Meramec Financial Planners, LLC History No change 2,264 354 0.13% 0.13% 824 0 0.0% Q2 2026 Jul 28, 2026
CGN Advisors LLC History No change 2,323 353 0.03% 0.03% 825 0 0.0% Q2 2026 Jul 06, 2026
United Advisor Group, LLC History No change 2,324 353 0.04% 0.04% 826 0 0.0% Q2 2026 Jul 29, 2026
Intelligence Driven Advisers, LLC History No change 2,311 351 0.06% 0.06% 827 0 0.0% Q2 2026 Aug 06, 2026
Beaird Harris Wealth Management, LLC History No change 2,312 351 0.02% 0.02% 828 0 0.0% Q2 2026 Jul 08, 2026
Greenspring Advisors, LLC History No change 2,310 351 0.02% 0.02% 829 0 0.0% Q2 2026 Aug 11, 2026
Cherry Tree Wealth Management, LLC History No change 2,310 351 0.07% 0.07% 830 0 0.0% Q2 2026 Sep 15, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,297 349 0.01% 0.01% 831 0 0.0% Q2 2026 Jul 13, 2026
Cypress Wealth Services, LLC History No change 2,294 349 0.04% 0.04% 832 0 0.0% Q2 2026 Jul 10, 2026
Rockbridge Investment Management, LCC History No change 2,293 348 0.03% 0.03% 833 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 2,285 347 0.03% 0.03% 834 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 2,274 346 0.02% 0.02% 835 0 0.0% Q2 2026 Jul 21, 2026
MidAtlantic Capital Management, Inc. History No change 2,274 346 0.22% 0.22% 836 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 2,261 344 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 17, 2026
DAVIDSON TRUST CO History No change 2,261 344 0.13% 0.13% 838 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 2,259 343 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History No change 2,239 340 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 08, 2026
KOM Wealth Management Group, LLC History No change 2,217 337 0.2% 0.2% 841 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 2,201 334 0.02% 0.02% 842 0 0.0% Q2 2026 Jul 30, 2026
Narus Financial Partners, LLC History No change 2,200 334 0.09% 0.09% 843 0 0.0% Q2 2026 Jul 31, 2026
Centennial Bank/AR/ History No change 2,200 334 0.11% 0.11% 844 0 0.0% Q2 2026 Aug 10, 2026
CHEMUNG CANAL TRUST CO History No change 2,184 332 0.06% 0.06% 845 0 0.0% Q2 2026 Jul 15, 2026
ENTRUST FINANCIAL LLC History No change 2,184 332 0.22% 0.22% 846 0 0.0% Q2 2026 Jul 20, 2026
Factor Wealth Management LTD History No change 2,180 331 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 07, 2026
VANGUARD ADVISERS INC History No change 2,170 330 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,171 330 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 14, 2026
Texas Capital Bank Wealth Management Services Inc History No change 2,174 330 0.02% 0.02% 850 0 0.0% Q2 2026 Aug 07, 2026
ADVISORY RESEARCH INC History No change 2,164 329 0.03% 0.03% 851 0 0.0% Q2 2026 Aug 13, 2026
Citizens Business Bank History No change 2,157 328 0.05% 0.05% 852 0 0.0% Q2 2026 Aug 03, 2026
Gainplan LLC History No change 2,139 325 0.13% 0.13% 853 0 0.0% Q2 2026 Jul 07, 2026
Garden State Investment Advisory Services LLC History No change 2,141 325 0.06% 0.06% 854 0 0.0% Q2 2026 Aug 11, 2026
Sequent Asset Management, LLC History No change 2,125 323 0.14% 0.14% 855 0 0.0% Q2 2026 Jul 21, 2026
Plancorp, LLC History No change 2,088 322 0.01% 0.01% 856 0 0.0% Q2 2026 Jul 14, 2026
EPG Wealth Management LLC History No change 2,116 322 0.08% 0.08% 857 0 0.0% Q2 2026 Jul 28, 2026
Lodestone Wealth Management LLC History No change 2,119 322 0.11% 0.11% 858 0 0.0% Q2 2026 Jul 23, 2026
Institute for Wealth Management, LLC. History No change 2,109 320 0.03% 0.03% 859 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Co / SC History No change 2,108 320 0.04% 0.04% 860 0 0.0% Q2 2026 Aug 11, 2026
LM Advisors LLC History No change 2,095 319 0.04% 0.04% 861 0 0.0% Q2 2026 Aug 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 2,095 318 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 11, 2026
WJ Financial Advisors LLC History No change 2,094 318 0.23% 0.23% 863 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 2,085 317 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 12, 2026
EQUITABLE TRUST CO History No change 2,078 316 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 23, 2026
McDonough Capital Management, Inc History No change 2,076 316 0.16% 0.16% 866 0 0.0% Q2 2026 Aug 13, 2026
CAP Partners, LLC History No change 2,075 315 0.15% 0.15% 867 0 0.0% Q2 2026 Jul 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,068 314 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 14, 2026
VISIONARY HORIZONS, LLC History No change 2,066 314 0.13% 0.13% 869 0 0.0% Q2 2026 Jul 16, 2026
Avant Financial Advisors LLC History No change 2,065 314 0.2% 0.2% 870 0 0.0% Q2 2026 Jul 09, 2026
Nadler Financial Group, Inc. History No change 2,058 313 0.03% 0.03% 871 0 0.0% Q2 2026 Jul 29, 2026
PITTENGER & ANDERSON INC History No change 2,056 312 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 27, 2026
Fortune Financial Advisors, LLC History No change 2,041 310 0.13% 0.13% 873 0 0.0% Q2 2026 Jul 22, 2026
GAMCO INVESTORS, INC. ET AL History No change 2,035 309 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 2,021 307 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 11, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,016 306 0.02% 0.02% 876 0 0.0% Q2 2026 Jul 29, 2026
CASCADE INVESTMENT GROUP, INC. History No change 2,013 306 0.17% 0.17% 877 0 0.0% Q2 2026 Jul 23, 2026
Ellsworth Advisors, LLC History No change 2,012 306 0.05% 0.05% 878 0 0.0% Q2 2026 Jul 16, 2026
OFS Enterprise LLC History No change 2,017 306 0.08% 0.08% 879 0 0.0% Q2 2026 Jul 08, 2026
BECKER CAPITAL MANAGEMENT INC History No change 2,009 305 0.01% 0.01% 880 0 0.0% Q2 2026 Jul 31, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,000 304 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 13, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 1,999 304 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 16, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 1,985 302 0.03% 0.03% 883 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 1,974 300 0.02% 0.02% 884 0 0.0% Q2 2026 Aug 07, 2026
Carson Advisory Inc. History No change 1,972 300 0.14% 0.14% 885 0 0.0% Q2 2026 Aug 11, 2026
Fortis Capital Advisors, LLC History No change 1,952 297 0.03% 0.03% 886 0 0.0% Q2 2026 Jul 31, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,948 296 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 20, 2026
Family Legacy, Inc. History No change 1,940 295 0.08% 0.08% 888 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 1,943 295 0.02% 0.02% 889 0 0.0% Q2 2026 Aug 04, 2026
Friday Financial History No change 1,902 295 0.08% 0.08% 890 0 0.0% Q2 2026 Jul 09, 2026
Wallace Advisory Group, LLC History No change 1,932 294 0.28% 0.28% 891 0 0.0% Q2 2026 Aug 03, 2026
Bay Capital Advisors, LLC History No change 1,937 294 0.16% 0.16% 892 0 0.0% Q2 2026 Jul 21, 2026
WFA of San Diego, LLC History No change 1,853 293 0.24% 0.24% 893 0 0.0% Q2 2026 Aug 14, 2026
Community Bank & Trust, Waco, Texas History No change 1,918 292 0.05% 0.05% 894 0 0.0% Q2 2026 Aug 04, 2026
SAX WEALTH ADVISORS, LLC History No change 2,006 292 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 09, 2026
Formidable Asset Management, LLC History No change 1,991 290 0.05% 0.05% 896 0 0.0% Q2 2026 Jul 17, 2026
Summit Wealth Partners, LLC History No change 1,908 290 0.04% 0.04% 897 0 0.0% Q2 2026 Aug 03, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 1,900 289 0.09% 0.09% 898 0 0.0% Q2 2026 Aug 14, 2026
Baugh & Associates, LLC History No change 1,900 289 0.13% 0.13% 899 0 0.0% Q2 2026 Jul 10, 2026
WoodTrust Financial Corp History No change 1,894 288 0.03% 0.03% 900 0 0.0% Q2 2026 Jul 27, 2026
Pacific Point Advisors, LLC History No change 1,896 288 0.13% 0.13% 901 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 1,891 287 0.02% 0.02% 902 0 0.0% Q2 2026 Aug 10, 2026
EAGLE GLOBAL ADVISORS LLC History No change 1,891 287 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 30, 2026
Thrive Wealth Management, LLC History No change 1,888 287 0.04% 0.04% 904 0 0.0% Q2 2026 Jul 07, 2026
PATTEN & PATTEN INC/TN History No change 1,882 286 0.02% 0.02% 905 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Group, Inc. History No change 1,883 286 0.13% 0.13% 906 0 0.0% Q2 2026 Jul 15, 2026
FAGAN ASSOCIATES, INC. History No change 1,877 285 0.04% 0.04% 907 0 0.0% Q2 2026 Aug 04, 2026
Straight Path Wealth Management History No change 1,878 285 0.07% 0.07% 908 0 0.0% Q2 2026 Jul 27, 2026
Advisors Capital Management, LLC History No change 1,871 284 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 11, 2026
Western Reserve Capital Management, LLC History No change 1,868 284 0.21% 0.21% 910 0 0.0% Q2 2026 Jul 21, 2026
Elmwood Wealth Management, Inc. History No change 1,864 283 0.07% 0.07% 911 0 0.0% Q2 2026 Jul 07, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,862 283 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 28, 2026
Invst, LLC History No change 1,856 282 0.03% 0.03% 913 0 0.0% Q2 2026 Aug 14, 2026
Washington Trust Advisors, Inc. History No change 1,844 280 0.02% 0.02% 914 0 0.0% Q2 2026 Jul 29, 2026
WestHill Financial Advisors, Inc. History No change 1,822 277 0.05% 0.05% 915 0 0.0% Q2 2026 Jul 21, 2026
CONDOR CAPITAL MANAGEMENT History No change 1,815 276 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 12, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,819 276 0.02% 0.02% 917 0 0.0% Q2 2026 Jul 23, 2026
Financial Partners Group, Inc History No change 1,818 276 0.03% 0.03% 918 0 0.0% Q2 2026 Jul 23, 2026
Worth Asset Management, LLC History No change 1,819 276 0.09% 0.09% 919 0 0.0% Q2 2026 Jul 08, 2026
Fiduciary Alliance LLC History No change 1,814 276 0.02% 0.02% 920 0 0.0% Q2 2026 Jul 20, 2026
LongView Wealth Management History No change 1,815 276 0.07% 0.07% 921 0 0.0% Q2 2026 Jul 17, 2026
Quaker Wealth Management, LLC History No change 1,811 275 0.08% 0.08% 922 0 0.0% Q2 2026 Jul 24, 2026
Center For Asset Management LLC History No change 1,810 275 0.12% 0.12% 923 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,806 274 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 22, 2026
Foster Group, Inc. History No change 1,804 274 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 07, 2026
Caldwell Trust Co History No change 1,804 274 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 03, 2026
Rodgers Brothers Inc. History No change 1,800 273 0.03% 0.03% 927 0 0.0% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History No change 1,800 273 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 1,794 273 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 17, 2026
Penobscot Investment Management Company, Inc. History No change 1,789 272 0.02% 0.02% 930 0 0.0% Q2 2026 Jul 24, 2026
Bison Wealth, LLC History No change 1,754 271 0.02% 0.02% 931 0 0.0% Q2 2026 Jul 07, 2026
Accurate Wealth Management, LLC History No change 1,753 270 0.03% 0.03% 932 0 0.0% Q2 2026 Jul 14, 2026
Premier Path Wealth Partners, LLC History No change 1,773 269 0.03% 0.03% 933 0 0.0% Q2 2026 Jul 21, 2026
Pure Financial Advisors, LLC History No change 1,763 268 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,760 267 0.03% 0.03% 935 0 0.0% Q2 2026 Jul 09, 2026
55 North Private Wealth, LLC History No change 1,755 267 0.05% 0.05% 936 0 0.0% Q2 2026 Jul 07, 2026
Fiduciary Group, LLC History No change 1,748 266 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 10, 2026
GDS Wealth Management History No change 1,753 266 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History No change 1,747 266 0.03% 0.03% 939 0 0.0% Q2 2026 Aug 13, 2026
MTM Investment Management, LLC History No change 1,743 265 0.08% 0.08% 940 0 0.0% Q2 2026 Aug 03, 2026
Bridgewater Advisors Inc. History No change 1,700 264 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,739 264 0.02% 0.02% 942 0 0.0% Q2 2026 Jul 16, 2026
Russell Investments Group, Ltd. History No change 1,730 263 0.0% 0.0% 943 0 0.0% Q2 2026 Aug 06, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 1,725 262 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 04, 2026
Berkeley Capital Partners, LLC History No change 1,726 262 0.05% 0.05% 945 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 1,719 261 0.02% 0.02% 946 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 1,717 261 0.01% 0.01% 947 0 0.0% Q2 2026 Jul 23, 2026
Financial Insights, Inc. History No change 1,714 260 0.07% 0.07% 948 0 0.0% Q2 2026 Aug 25, 2026
Chancellor Financial Group WB LP History No change 1,707 259 0.16% 0.16% 949 0 0.0% Q2 2026 Aug 10, 2026
Bluespring Wealth Management, LLC History No change 1,698 258 0.0% 0.0% 950 0 0.0% Q2 2026 Aug 11, 2026
49 WEALTH MANAGEMENT, LLC History No change 1,700 258 0.05% 0.05% 951 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 1,700 258 0.05% 0.05% 952 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 1,691 257 0.01% 0.01% 953 0 0.0% Q2 2026 Jul 31, 2026
Chevy Chase Trust Holdings, LLC History No change 1,695 257 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 1,685 256 0.02% 0.02% 955 0 0.0% Q2 2026 Aug 05, 2026
Walkner Condon Financial Advisors LLC History No change 1,679 255 0.03% 0.03% 956 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History No change 1,674 254 0.01% 0.01% 957 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 1,664 253 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 13, 2026
Seneca House Advisors History No change 1,668 253 0.09% 0.09% 959 0 0.0% Q2 2026 Jul 31, 2026
Bienville Capital Management, LLC History No change 1,650 251 0.03% 0.03% 960 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,645 250 0.02% 0.02% 961 0 0.0% Q2 2026 Aug 05, 2026
Xcel Wealth Management, LLC History No change 1,639 249 0.06% 0.06% 962 0 0.0% Q2 2026 Jul 24, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,635 248 0.0% 0.0% 963 0 0.0% Q2 2026 Aug 10, 2026
Partners in Financial Planning History No change 1,632 248 0.04% 0.04% 964 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,624 247 0.01% 0.01% 965 0 0.0% Q2 2026 Aug 06, 2026
Trilogy Capital Inc. History No change 1,629 247 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 02, 2026
Essex Bank History No change 1,625 247 0.05% 0.05% 967 0 0.0% Q2 2026 Jul 23, 2026
Selby Wealth Management, LLC History No change 1,625 247 0.09% 0.09% 968 0 0.0% Q2 2026 Jul 09, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,620 246 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 14, 2026
Future Financial Wealth Managment LLC History No change 1,600 246 0.15% 0.15% 970 0 0.0% Q2 2026 Jul 24, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 1,619 246 0.09% 0.09% 971 0 0.0% Q2 2026 Jul 23, 2026
SHP Wealth Management History No change 1,610 245 0.02% 0.02% 972 0 0.0% Q2 2026 Aug 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,615 245 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 13, 2026
Sage Investment Advisers LLC History No change 1,604 244 0.16% 0.16% 974 0 0.0% Q2 2026 Jul 09, 2026
Core Wealth Management, Inc. History No change 1,606 244 0.07% 0.07% 975 0 0.0% Q2 2026 Jul 29, 2026
FIRST FOUNDATION ADVISORS History No change 1,600 243 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 1,599 243 0.01% 0.01% 977 0 0.0% Q2 2026 Jul 29, 2026
Bridgewealth Advisory Group, LLC History No change 1,600 243 0.05% 0.05% 978 0 0.0% Q2 2026 Jul 27, 2026
Center for Financial Planning, Inc. History No change 1,603 243 0.02% 0.02% 979 0 0.0% Q2 2026 Jul 21, 2026
Caerus Investment Advisors, LLC History No change 1,600 243 0.08% 0.08% 980 0 0.0% Q2 2026 Aug 14, 2026
Strata Wealth Advisors, LLC History No change 1,600 243 0.06% 0.06% 981 0 0.0% Q2 2026 Aug 05, 2026
BAILARD, INC. History No change 1,593 242 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 30, 2026
RFG - Bristol Wealth Advisors, LLC History No change 1,592 242 0.06% 0.06% 983 0 0.0% Q2 2026 Jul 27, 2026
Wilkins Miller Wealth Management, LLC History No change 1,591 242 0.13% 0.13% 984 0 0.0% Q2 2026 Jul 21, 2026
Van Hulzen Asset Management, LLC History No change 1,585 241 0.02% 0.02% 985 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 1,577 240 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 09, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 1,562 237 0.05% 0.05% 987 0 0.0% Q2 2026 Jul 13, 2026
Brio Consultants, LLC History No change 1,563 237 0.03% 0.03% 988 0 0.0% Q2 2026 Aug 12, 2026
TRITONPOINT WEALTH, LLC History No change 1,551 236 0.02% 0.02% 989 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 1,551 236 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 31, 2026
TritonPoint Partners, LLC History No change 1,551 236 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 13, 2026
Capital Squared Financial LLC History No change 1,556 236 0.15% 0.15% 992 0 0.0% Q2 2026 Jul 21, 2026
Financial Alternatives, Inc History No change 1,549 235 0.12% 0.12% 993 0 0.0% Q2 2026 Aug 10, 2026
Financial Concepts Unlimited, Inc. History No change 1,547 235 0.18% 0.18% 994 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 1,541 234 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 15, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 1,525 232 0.03% 0.03% 996 0 0.0% Q2 2026 Jul 29, 2026
HTG Investment Advisors, Inc. History No change 1,516 230 0.06% 0.06% 997 0 0.0% Q2 2026 Aug 06, 2026
Advisory Solutions Group, LLC History No change 1,517 230 0.08% 0.08% 998 0 0.0% Q2 2026 Jul 29, 2026
Apriem Advisors History No change 1,508 229 0.02% 0.02% 999 0 0.0% Q2 2026 Aug 14, 2026
WEALTH EFFECTS LLC History No change 1,510 229 0.06% 0.06% 1000 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 1,500 228 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 1,500 228 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 10, 2026
True Link Financial Advisors, LLC History No change 1,500 228 0.01% 0.01% 1003 0 0.0% Q2 2026 Jul 31, 2026
KLCM Advisors, Inc. History No change 1,494 227 0.02% 0.02% 1004 0 0.0% Q2 2026 Aug 06, 2026
Covenant Asset Management, LLC History No change 1,498 227 0.04% 0.04% 1005 0 0.0% Q2 2026 Jul 20, 2026
ICW Investment Advisors LLC History No change 1,493 227 0.08% 0.08% 1006 0 0.0% Q2 2026 Aug 05, 2026
Shoker Investment Counsel, Inc. History No change 1,490 226 0.06% 0.06% 1007 0 0.0% Q2 2026 Aug 10, 2026
Diesslin Group, Inc. History No change 1,490 226 0.09% 0.09% 1008 0 0.0% Q2 2026 Jul 02, 2026
Wrenne Financial Planning LLC History No change 1,480 225 0.08% 0.08% 1009 0 0.0% Q2 2026 Jul 27, 2026
Summit Asset Management, LLC History No change 1,475 224 0.03% 0.03% 1010 0 0.0% Q2 2026 Aug 06, 2026
Marshall Financial Group, LLC History No change 1,473 224 0.03% 0.03% 1011 0 0.0% Q2 2026 Jul 17, 2026
Global Wealth Management, LLC History No change 1,478 224 0.11% 0.11% 1012 0 0.0% Q2 2026 Jul 20, 2026
Rehmann Capital Advisory Group History No change 1,467 223 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 20, 2026
BANTAMAC CAPITAL, LLC History No change 1,470 223 0.11% 0.11% 1014 0 0.0% Q2 2026 Aug 10, 2026
Oxler Private Wealth LLC History No change 1,460 222 0.06% 0.06% 1015 0 0.0% Q2 2026 Aug 03, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,448 220 0.01% 0.01% 1016 0 0.0% Q2 2026 Aug 03, 2026
Hopwood Financial Services, Inc. History No change 1,440 219 0.13% 0.13% 1017 0 0.0% Q2 2026 Jul 22, 2026
Warwick Investment Management, Inc. History No change 1,435 218 0.02% 0.02% 1018 0 0.0% Q2 2026 Jul 31, 2026
Timbuktu Capital Management, LLC History No change 1,437 218 0.33% 0.33% 1019 0 0.0% Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 1,481 216 0.02% 0.02% 1020 0 0.0% Q3 2026 Oct 06, 2026
Capasso Planning Partners LLC History No change 1,425 216 0.11% 0.11% 1021 0 0.0% Q2 2026 Aug 18, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 1,418 215 0.15% 0.15% 1022 0 0.0% Q2 2026 Jul 22, 2026
Bensler, LLC History No change 1,410 214 0.02% 0.02% 1023 0 0.0% Q2 2026 Jul 23, 2026
Old North State Wealth Management, LLC History No change 1,408 214 0.09% 0.09% 1024 0 0.0% Q2 2026 Jul 17, 2026
Campbell Deegan Wealth Management, LLC History No change 1,407 214 0.15% 0.15% 1025 0 0.0% Q2 2026 Aug 04, 2026
Millennium Capital Advisors, LLC History No change 1,408 214 0.12% 0.12% 1026 0 0.0% Q2 2026 Jul 28, 2026
Beacon Financial Advisory LLC History No change 1,400 213 0.04% 0.04% 1027 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Group History No change 1,398 212 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 29, 2026
Accretive Wealth Partners, LLC History No change 1,399 212 0.05% 0.05% 1029 0 0.0% Q2 2026 Jul 29, 2026
Fermata Advisors, LLC History No change 1,399 212 0.04% 0.04% 1030 0 0.0% Q2 2026 Jul 07, 2026
Transcendent Capital Group LLC History No change 1,380 210 0.08% 0.08% 1031 0 0.0% Q2 2026 Aug 05, 2026
YANKCOM Partnership History No change 1,375 209 0.07% 0.07% 1032 0 0.0% Q2 2026 Jul 21, 2026
Marion Wealth Management History No change 1,371 208 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 16, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 1,364 207 0.01% 0.01% 1034 0 0.0% Q2 2026 Jul 20, 2026
Kraft, Davis & Associates, LLC History No change 1,351 207 0.04% 0.04% 1035 0 0.0% Q2 2026 Jul 09, 2026
Total Wealth Planning & Management, Inc. History No change 1,364 207 0.14% 0.14% 1036 0 0.0% Q2 2026 Jul 28, 2026
Global Trust Asset Management, LLC History No change 1,355 206 0.06% 0.06% 1037 0 0.0% Q2 2026 Aug 03, 2026
Versant Capital Management, Inc History No change 1,411 206 0.02% 0.02% 1038 0 0.0% Q3 2026 Oct 01, 2026
Welch Financial Planning, LLC History No change 1,355 206 0.12% 0.12% 1039 0 0.0% Q2 2026 Jul 14, 2026
Hanson & Doremus Investment Management History No change 1,345 205 0.02% 0.02% 1040 0 0.0% Q2 2026 Jul 29, 2026
DUTCH ASSET Corp History No change 1,350 205 0.1% 0.1% 1041 0 0.0% Q2 2026 Aug 10, 2026
GODSEY & GIBB, INC History No change 1,343 204 0.02% 0.02% 1042 0 0.0% Q2 2026 Jul 13, 2026
ADIRONDACK TRUST CO History No change 1,342 204 0.06% 0.06% 1043 0 0.0% Q2 2026 Jul 16, 2026
180 WEALTH ADVISORS, LLC History No change 1,343 204 0.02% 0.02% 1044 0 0.0% Q2 2026 Jul 07, 2026
SageGuard Financial Group, LLC History No change 1,343 204 0.03% 0.03% 1045 0 0.0% Q2 2026 Jul 27, 2026
Bryn Mawr Trust Advisors, LLC History No change 1,338 203 0.01% 0.01% 1046 0 0.0% Q2 2026 Aug 03, 2026
Ranch Capital Advisors Inc. History No change 1,336 203 0.06% 0.06% 1047 0 0.0% Q2 2026 Aug 03, 2026
Mullooly Asset Management, Inc. History No change 1,335 203 0.06% 0.06% 1048 0 0.0% Q2 2026 Aug 05, 2026
Nvest Financial, LLC History No change 1,332 202 0.06% 0.06% 1049 0 0.0% Q2 2026 Jul 30, 2026
Sterling Financial Planning, Inc. History No change 1,323 201 0.05% 0.05% 1050 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,321 201 0.07% 0.07% 1051 0 0.0% Q2 2026 Aug 13, 2026
CARLSON FINANCIAL, INC. History No change 1,321 201 0.1% 0.1% 1052 0 0.0% Q2 2026 Aug 24, 2026
Huntleigh Advisors, Inc. History No change 1,317 200 0.03% 0.03% 1053 0 0.0% Q2 2026 Aug 04, 2026
Patriot Financial Group Insurance Agency, LLC History No change 1,320 200 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 16, 2026
Oakwell Private Wealth Management, LLC History No change 1,315 200 0.03% 0.03% 1055 0 0.0% Q2 2026 Aug 03, 2026
SP Asset Management LLC History No change 1,320 200 0.02% 0.02% 1056 0 0.0% Q2 2026 Aug 04, 2026
HORIZON BANCORP INC /IN/ History No change 1,286 196 0.09% 0.09% 1057 0 0.0% Q2 2026 Aug 04, 2026
Luken Investment Analytics, LLC History No change 1,287 195 0.07% 0.07% 1058 0 0.0% Q2 2026 Jul 28, 2026
BALLAST ADVISORS LLC History No change 1,271 193 0.05% 0.05% 1059 0 0.0% Q2 2026 Aug 12, 2026
Hurley Capital, LLC History No change 1,239 188 0.1% 0.1% 1060 0 0.0% Q2 2026 Aug 10, 2026
John A. Wolfe & Associates, Inc. History No change 1,240 188 0.26% 0.26% 1061 0 0.0% Q2 2026 Jul 29, 2026
Cordgrass Capital Advisors, LLC History No change 1,214 184 0.07% 0.07% 1062 0 0.0% Q2 2026 Aug 06, 2026
Napier Financial, LLC History No change 1,187 180 0.04% 0.04% 1063 0 0.0% Q2 2026 Jul 31, 2026
Providence Capital Advisors, LLC History No change 1,128 171 0.03% 0.03% 1064 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History No change 1,124 170 0.01% 0.01% 1065 0 0.0% Q2 2026 Jul 06, 2026
Pinnacle Bancorp, Inc. History No change 1,111 169 0.04% 0.04% 1066 0 0.0% Q2 2026 Jul 28, 2026
TOMPKINS FINANCIAL CORP History No change 1,152 168 0.01% 0.01% 1067 0 0.0% Q3 2026 Oct 05, 2026
United Community Bank History No change 1,100 167 0.05% 0.05% 1068 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 1,086 165 0.02% 0.02% 1069 0 0.0% Q2 2026 Aug 04, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,078 164 0.37% 0.37% 1070 0 0.0% Q2 2026 Aug 13, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,053 160 0.01% 0.01% 1071 0 0.0% Q2 2026 Aug 07, 2026
Mechanics Financial Corp History No change 1,000 152 0.05% 0.05% 1072 0 0.0% Q2 2026 Aug 05, 2026
Seneschal Advisors, LLC History No change 1,001 152 0.1% 0.1% 1073 0 0.0% Q2 2026 Aug 13, 2026
Topsail Wealth Management, LLC History No change 1,000 152 0.02% 0.02% 1074 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 994 151 0.03% 0.03% 1075 0 0.0% Q2 2026 Aug 13, 2026
NVWM, LLC History No change 969 147 0.03% 0.03% 1076 0 0.0% Q2 2026 Jul 28, 2026
Investment Research & Advisory Group, Inc. History No change 940 143 0.04% 0.04% 1077 0 0.0% Q2 2026 Jul 23, 2026
Aventura Private Wealth, LLC History No change 920 140 0.04% 0.04% 1078 0 0.0% Q2 2026 Jul 15, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 917 139 0.01% 0.01% 1079 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 890 135 0.0% 0.0% 1080 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 875 133 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 06, 2026
Nalls Sherbakoff Group, LLC History No change 830 126 0.09% 0.09% 1082 0 0.0% Q2 2026 Aug 17, 2026
Horizons Wealth Management History New 850 124 0.08% — 1084 +850 New Q3 2026 Oct 05, 2026
IAG Wealth Partners, LLC History No change 815 124 0.01% 0.01% 1083 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 812 123 0.01% 0.01% 1085 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 807 122 0.01% 0.01% 1086 0 0.0% Q2 2026 Sep 15, 2026
Dynamic Wealth Strategies, LLC History No change 807 122 0.06% 0.06% 1087 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 808 122 0.09% 0.09% 1088 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 770 117 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 765 116 0.01% 0.01% 1090 0 0.0% Q2 2026 Jul 07, 2026
Citizens National Bank Trust Department History No change 768 116 0.02% 0.02% 1091 0 0.0% Q2 2026 Jul 22, 2026
BankPlus Trust Department History No change 765 116 0.03% 0.03% 1092 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 743 113 0.0% 0.0% 1093 0 0.0% Q2 2026 Jul 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 749 113 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 21, 2026
Hughes Financial Services, LLC History No change 745 113 0.01% 0.01% 1095 0 0.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History No change 742 112 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 10, 2026
Tanglewood Legacy Advisors, LLC History No change 741 112 0.04% 0.04% 1097 0 0.0% Q2 2026 Aug 10, 2026
Activest Wealth Management History No change 728 110 0.02% 0.02% 1098 0 0.0% Q2 2026 Jul 16, 2026
Wagner Wealth Management, LLC History No change 716 108 0.02% 0.02% 1099 0 0.0% Q2 2026 Jul 24, 2026
Wealth Enhancement Trust Services, Inc. History No change 706 107 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 22, 2026
Biltmore Family Office, LLC History No change 690 105 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 680 103 0.04% 0.04% 1102 0 0.0% Q2 2026 Aug 05, 2026
Hilltop National Bank History No change 677 103 0.02% 0.02% 1103 0 0.0% Q2 2026 Jul 01, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 653 99 0.01% 0.01% 1104 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Advisors LLC History No change 712 99 0.08% 0.08% 1105 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 648 98 0.07% 0.07% 1106 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 632 96 0.02% 0.02% 1107 0 0.0% Q2 2026 Jul 13, 2026
PETERSON WEALTH MANAGEMENT History No change 623 94 0.04% 0.04% 1108 0 0.0% Q2 2026 Jul 30, 2026
Ares Financial Consulting, LLC History No change 620 94 0.07% 0.07% 1109 0 0.0% Q2 2026 Jul 09, 2026
Allied Private Wealth LLC History No change 600 92 0.06% 0.06% 1110 0 0.0% Q2 2026 Jul 09, 2026
Peck Wealth Management, LLC History No change 600 91 0.08% 0.08% 1111 0 0.0% Q2 2026 Jul 31, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 586 89 0.02% 0.02% 1112 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 587 89 0.01% 0.01% 1113 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 586 89 0.03% 0.03% 1114 0 0.0% Q2 2026 Jul 30, 2026
Burk Holdings LLC History No change 586 89 0.03% 0.03% 1115 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 582 88 0.01% 0.01% 1116 0 0.0% Q2 2026 Jul 07, 2026
SYM FINANCIAL Corp History No change 573 87 0.01% 0.01% 1117 0 0.0% Q2 2026 Aug 04, 2026
Rice Partnership, LLC History No change 570 86 0.01% 0.01% 1118 0 0.0% Q2 2026 Jul 29, 2026
StrongBox Wealth, LLC History No change 540 82 0.02% 0.02% 1119 0 0.0% Q2 2026 Jul 23, 2026
Portfolio Resources Advisor Group, Inc. History No change 545 82 0.07% 0.07% 1120 0 0.0% Q2 2026 Jul 29, 2026
SIMA Wealth Partners, LLC History No change 537 81 0.06% 0.06% 1121 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 529 80 0.01% 0.01% 1122 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 514 78 0.0% 0.0% 1123 0 0.0% Q2 2026 Aug 06, 2026
Piscataqua Savings Bank History No change 515 78 0.05% 0.05% 1124 0 0.0% Q2 2026 Jul 09, 2026
Steigerwald, Gordon & Koch Inc. History No change 507 77 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 22, 2026
SYNTAX RESEARCH, INC. History No change 500 76 0.06% 0.06% 1126 0 0.0% Q2 2026 Jul 31, 2026
Hilton Head Capital Partners, LLC History No change 505 76 0.04% 0.04% 1127 0 0.0% Q2 2026 Jul 27, 2026
VSM Wealth Advisory, LLC History No change 495 75 0.02% 0.02% 1128 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 489 74 0.02% 0.02% 1129 0 0.0% Q2 2026 Aug 14, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 475 72 0.04% 0.04% 1130 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 475 72 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 470 71 0.04% 0.04% 1132 0 0.0% Q2 2026 Jul 21, 2026
LOUISBOURG INVESTMENTS INC. History No change 460 70 0.01% 0.01% 1133 0 0.0% Q2 2026 Jul 22, 2026
VIMA LLC History No change 455 69 0.07% 0.07% 1134 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 451 68 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 446 68 0.02% 0.02% 1136 0 0.0% Q2 2026 Jul 24, 2026
First Bancorp, Inc /ME/ History No change 445 67 0.03% 0.03% 1137 0 0.0% Q2 2026 Aug 11, 2026
Cetera Trust Company, N.A History No change 414 63 0.03% 0.03% 1138 0 0.0% Q2 2026 Aug 13, 2026
Key Capital Management, INC History No change 418 63 0.03% 0.03% 1139 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 406 61 0.01% 0.01% 1140 0 0.0% Q2 2026 Jul 24, 2026
Financial Life Planners History No change 405 61 0.04% 0.04% 1141 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 384 58 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 24, 2026
Crews Bank & Trust History No change 387 58 0.01% 0.01% 1143 0 0.0% Q2 2026 Jul 16, 2026
Medallion Wealth Advisors, LLC History No change 381 57 0.02% 0.02% 1144 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Counsel, Inc History No change 370 56 0.01% 0.01% 1145 0 0.0% Q2 2026 Jul 27, 2026
JDM Financial Group LLC History No change 372 56 0.02% 0.02% 1146 0 0.0% Q2 2026 Aug 17, 2026
WHI TRUST Co LLC History No change 371 56 0.04% 0.04% 1147 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Strategies CORP History No change 370 56 0.03% 0.03% 1148 0 0.0% Q2 2026 Jul 08, 2026
EASTERN BANK History No change 382 55 0.0% 0.0% 1149 0 0.0% Q3 2026 Oct 05, 2026
City State Bank History No change 358 54 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 14, 2026
United Financial Planning Group LLC History No change 355 54 0.03% 0.03% 1151 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 352 53 0.01% 0.01% 1152 0 0.0% Q2 2026 Jul 27, 2026
Morling Financial Advisors, LLC History No change 353 53 0.01% 0.01% 1153 0 0.0% Q2 2026 Aug 06, 2026
Kilter Group LLC History No change 350 53 0.02% 0.02% 1154 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 342 52 0.01% 0.01% 1155 0 0.0% Q2 2026 Jul 27, 2026
Nemes Rush Group LLC History No change 338 51 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 325 49 0.01% 0.01% 1157 0 0.0% Q2 2026 Aug 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 318 48 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 315 47 0.0% 0.0% 1159 0 0.0% Q2 2026 Sep 04, 2026
West Financial Advisors, LLC History No change 294 44 0.01% 0.01% 1160 0 0.0% Q2 2026 Jul 08, 2026
Bernard Wealth Management Corp. History No change 294 44 0.02% 0.02% 1161 0 0.0% Q2 2026 Aug 21, 2026
Sterling Capital Management LLC History No change 287 43 0.0% 0.0% 1162 0 0.0% Q2 2026 Jul 28, 2026
CARDIFF PARK ADVISORS, LLC History No change 283 43 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 275 41 0.02% 0.02% 1164 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History No change 278 40 0.01% 0.01% 1165 0 0.0% Q3 2026 Oct 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 269 40 0.01% 0.01% 1166 0 0.0% Q2 2026 Jul 08, 2026
Vision Retirement, LLC History No change 267 40 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 21, 2026
Founders Capital Management History No change 260 39 0.02% 0.02% 1168 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 259 39 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 07, 2026
Clark Wealth Partners History No change 258 39 0.02% 0.02% 1170 0 0.0% Q2 2026 Jul 28, 2026
Palouse Capital Management, Inc. History No change 256 38 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 08, 2026
MCDONALD PARTNERS LLC History No change 250 38 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 248 37 0.01% 0.01% 1173 0 0.0% Q2 2026 Jul 31, 2026
Friedenthal Financial History No change 240 36 0.02% 0.02% 1174 0 0.0% Q2 2026 Jul 13, 2026
Ankerstar Wealth, LLC History No change 237 36 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 13, 2026
Silicon Valley Capital Partners History No change 236 35 0.0% 0.0% 1176 0 0.0% Q2 2026 Sep 21, 2026
Noble Wealth Management PBC History No change 241 35 0.02% 0.02% 1177 0 0.0% Q3 2026 Oct 01, 2026
Perkins Coie Trust Co History No change 225 34 0.01% 0.01% 1178 0 0.0% Q2 2026 Jul 09, 2026
Colonial Trust Advisors History No change 227 34 0.0% 0.0% 1179 0 0.0% Q2 2026 Aug 11, 2026
Tower View Wealth Management LLC History No change 218 33 0.01% 0.01% 1180 0 0.0% Q2 2026 Jul 24, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 215 32 0.01% 0.01% 1181 0 0.0% Q2 2026 Aug 07, 2026
Frazier Financial Advisors, LLC History No change 217 32 0.02% 0.02% 1182 0 0.0% Q2 2026 Aug 10, 2026
KELLEHER FINANCIAL ADVISORS History No change 210 31 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 06, 2026
ATWOOD & PALMER INC History No change 200 30 0.0% 0.0% 1184 0 0.0% Q2 2026 Jul 08, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 203 30 0.01% 0.01% 1185 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 193 29 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 06, 2026
Pflug Koory, LLC History No change 185 28 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 187 28 0.01% 0.01% 1188 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 178 27 0.0% 0.0% 1189 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History No change 181 27 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 180 27 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 28, 2026
Longview Financial Advisors LLC History No change 182 27 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 171 26 0.01% 0.01% 1193 0 0.0% Q2 2026 Sep 02, 2026
MV CAPITAL MANAGEMENT, INC. History No change 173 26 0.0% 0.0% 1194 0 0.0% Q2 2026 Jul 30, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 170 25 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 10, 2026
Delos Wealth Advisors, LLC History No change 170 25 0.01% 0.01% 1196 0 0.0% Q2 2026 Aug 14, 2026
BAYBAN History No change 158 24 0.02% 0.02% 1197 0 0.0% Q2 2026 Jul 30, 2026
FIRST UNITED BANK & TRUST History No change 150 22 0.01% 0.01% 1198 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 151 22 0.0% 0.0% 1199 0 0.0% Q2 2026 Jul 10, 2026
High Point Wealth Management, LLC History No change 150 22 0.02% 0.02% 1200 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 150 22 0.01% 0.01% 1201 0 0.0% Q2 2026 Jul 30, 2026
NorthAvenue LLC History No change 134 20 0.01% 0.01% 1202 0 0.0% Q2 2026 Jul 21, 2026
CVA Family Office, LLC History No change 125 19 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 07, 2026
Insight Inv LLC History No change 126 19 0.01% 0.01% 1204 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 115 17 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 11, 2026
Register Financial Advisors LLC History No change 110 16 0.0% 0.0% 1206 0 0.0% Q2 2026 Jul 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 109 16 0.01% 0.01% 1207 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 101 15 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 21, 2026
RMG Wealth Management LLC History No change 100 15 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 13, 2026
Quantum Portfolio Management LLC History No change 100 15 0.01% 0.01% 1210 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 104 15 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 20, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 100 15 0.02% 0.02% 1212 0 0.0% Q2 2026 Aug 05, 2026
Millstone Evans Group, LLC History No change 102 15 0.01% 0.01% 1213 0 0.0% Q2 2026 Aug 11, 2026
10Elms LLP History No change 105 15 0.01% 0.01% 1214 0 0.0% Q2 2026 Aug 14, 2026
Intesa Sanpaolo Wealth Management History No change 100 15 0.0% 0.0% 1215 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 100 15 0.0% 0.0% 1216 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 96 14 0.0% 0.0% 1217 0 0.0% Q2 2026 Jul 29, 2026
PINNEY & SCOFIELD, INC. History No change 94 14 0.01% 0.01% 1218 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 86 13 0.0% 0.0% 1219 0 0.0% Q2 2026 Jul 08, 2026
Dunhill Financial, LLC History No change 87 13 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 07, 2026
Spectrum Wealth Advisory Group, LLC History No change 81 12 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 06, 2026
TIAA Wealth Investment Management LLC History No change 85 12 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 10, 2026
Mascoma Wealth Management LLC History No change 72 10 0.0% 0.0% 1223 0 0.0% Q2 2026 Jul 24, 2026
Addison Advisors LLC History No change 70 10 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 69 10 0.0% 0.0% 1225 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIARY ADVISORS, INC. History No change 72 10 0.01% 0.01% 1226 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL CONSULATE, INC History No change 62 9 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 64 9 0.0% 0.0% 1228 0 0.0% Q2 2026 Jul 20, 2026
Quintet Private Bank (Europe) S.A. History No change 63 9 0.0% 0.0% 1229 0 0.0% Q2 2026 Jul 13, 2026
Sarver Vrooman Wealth Advisors History No change 64 9 0.01% 0.01% 1230 0 0.0% Q3 2026 Oct 01, 2026
Prudent Man Investment Management, Inc. History No change 63 8 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 28, 2026
TOTH FINANCIAL ADVISORY CORP History No change 50 7 0.0% 0.0% 1232 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 50 7 0.0% 0.0% 1233 0 0.0% Q2 2026 Jul 17, 2026
Bank & Trust Co History No change 50 7 0.0% 0.0% 1234 0 0.0% Q2 2026 Jul 10, 2026
Birchwood Financial Partners, Inc. History No change 50 7 0.01% 0.01% 1235 0 0.0% Q2 2026 Aug 06, 2026
Planning Strategies Inc. History Reduced 47 6 0.0% 0.0% 1237 -1 -2.08% Q3 2026 Oct 02, 2026
West Branch Capital LLC History No change 40 6 0.0% 0.0% 1236 0 0.0% Q2 2026 Jul 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 35 5 0.0% 0.0% 1238 0 0.0% Q2 2026 Aug 18, 2026
Richardson Capital Management LLC History No change 34 5 0.0% 0.0% 1239 0 0.0% Q2 2026 Jul 17, 2026
DecisionPoint Financial, LLC History No change 30 4 0.0% 0.0% 1240 0 0.0% Q2 2026 Aug 05, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 28 4 0.0% 0.0% 1241 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 31 4 0.0% 0.0% 1242 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 26 3 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 22 3 0.0% 0.0% 1244 0 0.0% Q2 2026 Jul 17, 2026
1620 INVESTMENT ADVISORS, INC. History No change 22 3 0.0% 0.0% 1245 0 0.0% Q2 2026 Jul 14, 2026
High Note Wealth, LLC History No change 17 2 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 23, 2026
Central Pacific Bank - Trust Division History No change 18 2 0.0% 0.0% 1247 0 0.0% Q3 2026 Oct 05, 2026
Atomic Invest LLC History No change 18 2 0.0% 0.0% 1248 0 0.0% Q2 2026 Sep 25, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 12 1 0.0% 0.0% 1249 0 0.0% Q2 2026 Aug 04, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4 1 0.0% 0.0% 1250 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.0% — -193 -100.0% Q3 2026 Oct 05, 2026
Caitlin John, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
PlanVest Financial, Inc History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026