UNILEVER PLC - UL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
WELLINGTON MANAGEMENT GROUP LLP History No change 35,063,391 2,108,011 0.36% 0.36% 1 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 24,693,472 1,484,571 0.44% 0.44% 2 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 9,665,376 581,082 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 9,006,011 541,441 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
GQG Partners LLC History No change 8,673,777 521,467 0.97% 0.97% 5 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 8,143,219 489,571 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 6,174,081 371,185 0.25% 0.25% 7 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 5,331,851 320,550 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,808,071 289,061 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 4,417,069 265,554 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,223,732 253,929 0.06% 0.06% 11 0 0.0% Q2 2026 Sep 23, 2026
Clearbridge Investments, LLC History No change 4,135,829 248,646 0.21% 0.21% 12 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 4,080,798 245,337 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,985,623 243,920 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,994,633 240,157 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 3,832,802 230,428 0.11% 0.11% 16 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 3,656,068 219,802 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,366,280 202,380 0.02% 0.02% 18 0 0.0% Q2 2026 Sep 02, 2026
ROYAL BANK OF CANADA History No change 3,283,022 197,376 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 3,039,810 182,753 0.28% 0.28% 20 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,751,880 165,443 0.31% 0.31% 21 0 0.0% Q2 2026 Aug 12, 2026
Cullen Capital Management, LLC History No change 2,745,360 165,051 1.62% 1.62% 22 0 0.0% Q2 2026 Aug 13, 2026
Hamlin Capital Management, LLC History Reduced 2,660,722 161,585 4.0% 3.68% 23 -61,999 -2.28% Q3 2026 Oct 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 2,643,486 158,927 0.27% 0.27% 24 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 2,565,840 154,258 0.45% 0.45% 25 0 0.0% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 2,519,773 151,488 0.46% 0.46% 26 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,336,422 140,465 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,293,405 137,879 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 07, 2026
EQUITY INVESTMENT CORP History No change 1,996,952 120,056 2.29% 2.29% 29 0 0.0% Q2 2026 Aug 07, 2026
Saratoga Research & Investment Management History No change 1,986,430 119,424 6.53% 6.53% 30 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 1,850,253 111,237 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 1,786,644 107,413 1.53% 1.53% 32 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 1,712,505 102,955 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 1,642,701 98,759 0.14% 0.14% 34 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,592,185 95,722 0.07% 0.07% 35 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,583,098 95,175 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
Munich Reinsurance Co Stock Corp in Munich History No change 1,531,084 92,048 2.01% 2.01% 37 0 0.0% Q2 2026 Jul 24, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,509,491 90,750 0.14% 0.14% 38 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 1,438,344 87,580 0.13% 0.13% 39 0 0.0% Q2 2026 Aug 13, 2026
EVERETT HARRIS & CO /CA/ History No change 1,418,743 85,294 1.05% 1.05% 40 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 1,385,209 83,278 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,231,031 74,538 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
COOKE & BIELER LP History No change 1,231,189 74,019 0.86% 0.86% 43 0 0.0% Q2 2026 Jul 29, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,167,336 70,180 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 1,062,661 63,887 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 14, 2026
SATURNA CAPITAL CORP History No change 1,048,865 63,070 0.77% 0.77% 46 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,033,720 62,127 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,011,209 60,793 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 943,718 56,736 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 927,430 55,757 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 854,189 51,329 0.23% 0.23% 51 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 842,507 50,651 0.08% 0.08% 52 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 812,563 48,851 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 12, 2026
1832 Asset Management L.P. History No change 803,896 48,330 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 795,511 47,826 0.09% 0.09% 55 0 0.0% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History No change 728,942 43,823 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 14, 2026
St. James Investment Company, LLC History No change 710,415 42,710 6.78% 6.78% 57 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 680,642 40,920 0.05% 0.05% 58 0 0.0% Q2 2026 Jul 28, 2026
Advisors Capital Management, LLC History No change 677,809 40,749 0.43% 0.43% 59 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 670,102 40,286 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 653,543 39,291 0.07% 0.07% 61 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 652,686 39,239 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 633,874 38,108 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 630,098 37,881 0.39% 0.39% 64 0 0.0% Q2 2026 Aug 03, 2026
CAPITAL ADVISORS INC/OK History No change 629,025 37,817 0.56% 0.56% 65 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 616,409 37,058 0.2% 0.2% 66 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 607,055 36,496 0.16% 0.16% 67 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 590,086 35,475 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 07, 2026
Chevy Chase Trust Holdings, LLC History No change 589,797 35,458 0.09% 0.09% 69 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 584,657 35,149 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 579,027 34,810 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 569,489 34,237 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 566,809 34,076 0.14% 0.14% 73 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 533,030 32,045 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 27, 2026
M&T BANK CORP History No change 527,848 31,734 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 490,089 29,464 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 479,181 28,808 0.05% 0.05% 77 0 0.0% Q2 2026 Jul 30, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 462,402 27,799 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Holowesko Partners Ltd. History No change 459,600 27,631 7.0% 7.0% 79 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 454,697 27,324 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 452,555 27,207 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 447,107 26,880 0.83% 0.83% 82 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 444,887 26,739 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management, Inc. History No change 441,818 26,562 0.64% 0.64% 84 0 0.0% Q2 2026 Jul 10, 2026
Trexquant Investment LP History No change 439,074 26,397 0.16% 0.16% 85 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 423,982 25,489 0.16% 0.16% 86 0 0.0% Q2 2026 Aug 14, 2026
Reynders McVeigh Capital Management, LLC History No change 413,512 24,860 1.1% 1.1% 87 0 0.0% Q2 2026 Sep 15, 2026
HighTower Advisors, LLC History No change 410,103 24,655 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 05, 2026
River Road Asset Management, LLC History No change 408,941 24,585 0.27% 0.27% 89 0 0.0% Q2 2026 Jul 17, 2026
Point72 Asset Management, L.P. History No change 401,898 24,162 0.03% 0.03% 90 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 397,680 23,908 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 390,342 23,467 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 389,025 23,388 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 07, 2026
FACTORY MUTUAL INSURANCE CO History No change 375,457 22,572 0.21% 0.21% 94 0 0.0% Q2 2026 Jul 21, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 375,179 22,555 2.58% 2.58% 95 0 0.0% Q2 2026 Aug 06, 2026
CLARK ESTATES INC/NY History No change 370,000 22,244 5.13% 5.13% 96 0 0.0% Q2 2026 Aug 05, 2026
Cheviot Value Management, LLC History No change 367,496 22,093 2.25% 2.25% 97 0 0.0% Q2 2026 Aug 06, 2026
Compagnie Lombard Odier SCmA History No change 346,666 20,841 0.23% 0.23% 98 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 341,611 20,537 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 340,200 20,452 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 336,606 20,239 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 13, 2026
GRANDFIELD & DODD, LLC History No change 333,475 20,048 1.05% 1.05% 102 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 331,756 19,945 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 319,661 19,218 0.06% 0.06% 104 0 0.0% Q2 2026 Jul 28, 2026
Sustainable Growth Advisers, LP History No change 310,450 18,664 0.18% 0.18% 105 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 308,413 18,541 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 288,725 17,587 0.05% 0.05% 107 0 0.0% Q2 2026 Jul 27, 2026
INGALLS & SNYDER LLC History No change 290,596 17,471 0.48% 0.48% 108 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 288,656 17,354 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 29, 2026
MAR VISTA INVESTMENT PARTNERS LLC History No change 284,749 17,119 1.7% 1.7% 110 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 281,257 16,909 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 249,912 15,024 0.19% 0.19% 112 0 0.0% Q2 2026 Jul 16, 2026
TriCert Investment Counsel Inc. History No change 244,804 14,717 1.37% 1.37% 113 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 243,267 14,625 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 13, 2026
YACKTMAN ASSET MANAGEMENT LP History No change 241,192 14,500 0.18% 0.18% 115 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 240,217 14,441 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
Sanders Capital, LLC History No change 235,435 14,154 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 10, 2026
Capital Wealth Planning, LLC History No change 233,777 14,054 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 225,534 13,559 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 224,451 13,493 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 06, 2026
SCS Capital Management LLC History No change 224,254 13,482 0.13% 0.13% 121 0 0.0% Q2 2026 Aug 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 223,116 13,413 0.18% 0.18% 122 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 211,670 12,725 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 12, 2026
ProVise Management Group, LLC History No change 207,550 12,477 0.84% 0.84% 124 0 0.0% Q2 2026 Aug 03, 2026
QV Investors Inc. History No change 206,353 12,406 0.95% 0.95% 125 0 0.0% Q2 2026 Jul 21, 2026
Wallace Capital Management Inc. History No change 200,651 12,063 1.32% 1.32% 126 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 298,018 12,018 0.02% 0.02% 127 0 0.0% Q2 2026 Jul 15, 2026
OSAIC HOLDINGS, INC. History No change 198,689 11,949 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
M. Kulyk & Associates, LLC History No change 191,866 11,534 1.88% 1.88% 129 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 183,094 11,016 0.05% 0.05% 130 0 0.0% Q2 2026 Aug 14, 2026
Eldred Rock Partners, LLC History No change 182,828 10,991 2.36% 2.36% 131 0 0.0% Q2 2026 Jul 08, 2026
SCOTIA CAPITAL INC. History No change 178,344 10,723 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 175,704 10,563 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 172,056 10,344 0.01% 0.01% 134 0 0.0% Q2 2026 Sep 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 169,546 10,193 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 167,403 10,064 0.11% 0.11% 136 0 0.0% Q2 2026 Aug 03, 2026
Keystone Financial Planning, Inc. History Reduced 160,199 9,728 2.41% 2.49% 137 -323 -0.2% Q3 2026 Oct 08, 2026
Dixon Mitchell Investment Counsel Inc. History No change 160,400 9,643 0.31% 0.31% 138 0 0.0% Q2 2026 Aug 13, 2026
ROCKLAND TRUST CO History Reduced 157,790 9,582 0.37% 0.38% 139 -4,449 -2.74% Q3 2026 Oct 05, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 157,364 9,460 0.35% 0.35% 140 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 156,080 9,383 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 155,130 9,326 0.19% 0.19% 142 0 0.0% Q2 2026 Jul 31, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 154,017 9,259 0.08% 0.08% 143 0 0.0% Q2 2026 Sep 23, 2026
Boston Common Asset Management, LLC History No change 152,726 9,181 0.54% 0.54% 144 0 0.0% Q2 2026 Jul 21, 2026
GUARDIAN CAPITAL LP History No change 151,981 9,137 0.22% 0.22% 145 0 0.0% Q2 2026 Aug 14, 2026
American Assets Investment Management, LLC History No change 151,111 9,084 0.55% 0.55% 146 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 148,396 8,921 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 147,131 8,845 0.19% 0.19% 148 0 0.0% Q2 2026 Jul 17, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 146,847 8,828 0.59% 0.59% 149 0 0.0% Q2 2026 Jul 31, 2026
Canoe Financial LP History No change 146,048 8,782 0.11% 0.11% 150 0 0.0% Q2 2026 Jul 16, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 145,372 8,739 1.23% 1.23% 151 0 0.0% Q2 2026 Aug 06, 2026
Windle Wealth, LLC History No change 141,375 8,499 3.41% 3.41% 152 0 0.0% Q2 2026 Jul 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 140,518 8,447 0.98% 0.98% 153 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 138,577 8,331 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 19, 2026
LOWE BROCKENBROUGH & CO INC History No change 138,103 8,302 0.37% 0.37% 155 0 0.0% Q2 2026 Aug 03, 2026
Walleye Trading LLC History No change 136,300 8,194 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 134,968 8,114 0.03% 0.03% 157 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 134,632 8,094 0.19% 0.19% 158 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 134,608 8,092 0.06% 0.06% 159 0 0.0% Q2 2026 Aug 14, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 134,200 8,068 0.32% 0.32% 160 0 0.0% Q2 2026 Aug 12, 2026
NICHOLAS COMPANY, INC. History No change 133,958 8,053 0.15% 0.15% 161 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 132,793 7,983 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 131,449 7,902 0.21% 0.21% 163 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 130,254 7,830 0.04% 0.04% 164 0 0.0% Q2 2026 Aug 13, 2026
Moran Wealth Management, LLC History No change 130,112 7,822 0.21% 0.21% 165 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 135,826 7,738 0.22% 0.22% 166 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 127,374 7,657 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 12, 2026
ADVOCATE GROUP LLC History No change 125,795 7,562 1.14% 1.14% 168 0 0.0% Q2 2026 Jul 17, 2026
GFS Advisors, LLC History No change 3,350 7,508 0.79% 0.79% 169 0 0.0% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History No change 122,888 7,387 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 122,201 7,346 0.5% 0.5% 171 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 121,688 7,315 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 14, 2026
CULLEN INVESTMENT GROUP, LTD. History No change 121,295 7,294 0.88% 0.88% 173 0 0.0% Q2 2026 Jul 09, 2026
ABC ARBITRAGE SA History No change 120,651 7,253 0.78% 0.78% 174 0 0.0% Q2 2026 Jul 20, 2026
Neuberger Berman Group LLC History No change 115,282 6,930 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Hilton Capital Management, LLC History No change 114,017 6,854 0.47% 0.47% 176 0 0.0% Q2 2026 Aug 04, 2026
NIXON PEABODY TRUST CO History No change 112,184 6,744 0.48% 0.48% 177 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 112,085 6,738 0.07% 0.07% 178 0 0.0% Q2 2026 Aug 10, 2026
Gilman Hill Asset Management, LLC History No change 111,932 6,729 0.92% 0.92% 179 0 0.0% Q2 2026 Jul 09, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 110,359 6,634 0.66% 0.66% 180 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 108,601 6,529 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 03, 2026
Martin Capital Partners, LLC History Reduced 106,682 6,478 2.32% 2.36% 182 -103 -0.1% Q3 2026 Oct 07, 2026
Graham Capital Management, L.P. History No change 107,642 6,471 0.12% 0.12% 183 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 106,169 6,383 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 27, 2026
NorthCrest Asset Manangement, LLC History No change 104,535 6,375 0.16% 0.16% 185 0 0.0% Q2 2026 Jul 15, 2026
Evelyn Partners Group Ltd History No change 105,546 6,345 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History No change 104,675 6,293 0.33% 0.33% 187 0 0.0% Q2 2026 Aug 03, 2026
Empowered Funds, LLC History No change 104,549 6,285 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 14, 2026
NewSquare Capital LLC History No change 103,888 6,245 0.46% 0.46% 189 0 0.0% Q2 2026 Jul 28, 2026
Clean Yield Group History No change 103,553 6,225 1.54% 1.54% 190 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 103,342 6,212 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 102,866 6,184 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 13, 2026
Ethic Inc. History No change 100,961 6,069 0.08% 0.08% 193 0 0.0% Q2 2026 Jul 29, 2026
Portland Global Advisors LLC History No change 99,464 5,979 0.57% 0.57% 194 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 98,821 5,941 0.06% 0.06% 195 0 0.0% Q2 2026 Aug 13, 2026
Northside Capital Management, LLC History No change 98,614 5,928 0.49% 0.49% 196 0 0.0% Q2 2026 Jul 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 98,255 5,907 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 13, 2026
Tevis Investment Management History No change 98,231 5,905 3.23% 3.23% 198 0 0.0% Q2 2026 Aug 05, 2026
Stablepoint Partners, LLC History No change 97,951 5,888 0.81% 0.81% 199 0 0.0% Q2 2026 Jul 09, 2026
Savant Capital, LLC History No change 94,330 5,861 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 96,802 5,819 0.07% 0.07% 201 0 0.0% Q2 2026 Aug 05, 2026
Baker Chad R History No change 96,377 5,794 0.93% 0.93% 202 0 0.0% Q2 2026 Jul 16, 2026
Coston, McIsaac & Partners History No change 95,582 5,746 1.16% 1.16% 203 0 0.0% Q2 2026 Aug 12, 2026
TODD ASSET MANAGEMENT LLC History No change 95,495 5,741 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 94,351 5,672 0.34% 0.34% 205 0 0.0% Q2 2026 Jul 31, 2026
Quantbot Technologies LP History No change 94,264 5,667 0.22% 0.22% 206 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 93,823 5,640 0.06% 0.06% 207 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 93,046 5,593 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 13, 2026
Allen Capital Group, LLC History No change 92,870 5,583 0.45% 0.45% 209 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 92,834 5,581 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 13, 2026
AUXIER ASSET MANAGEMENT LLC History No change 92,574 5,565 0.75% 0.75% 211 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 92,064 5,534 0.05% 0.05% 212 0 0.0% Q2 2026 Jul 24, 2026
SHUFRO ROSE & CO LLC History No change 91,925 5,526 0.32% 0.32% 213 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History Added to 90,135 5,473 0.08% 0.07% 215 +3,927 4.56% Q3 2026 Oct 08, 2026
HENNESSY ADVISORS INC History No change 91,044 5,473 0.17% 0.17% 214 0 0.0% Q2 2026 Jul 16, 2026
Hamilton Point Investment Advisors, LLC History No change 88,808 5,339 0.75% 0.75% 216 0 0.0% Q2 2026 Jul 28, 2026
Lorne Steinberg Wealth Management Inc. History No change 88,776 5,337 1.1% 1.1% 217 0 0.0% Q2 2026 Jul 28, 2026
Aquatic Capital Management LLC History No change 87,114 5,237 0.18% 0.18% 218 0 0.0% Q2 2026 Aug 14, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History No change 86,756 5,215 1.29% 1.29% 219 0 0.0% Q2 2026 Jul 10, 2026
Atlantic Union Bankshares Corp History No change 86,429 5,196 0.09% 0.09% 220 0 0.0% Q2 2026 Aug 11, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 86,003 5,170 0.27% 0.27% 221 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Reduced 83,846 5,091 0.04% 0.05% 222 -24,415 -22.55% Q3 2026 Oct 08, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 83,168 5,000 0.62% 0.62% 223 0 0.0% Q2 2026 Jul 20, 2026
World Investment Advisors History No change 87,298 4,975 0.08% 0.08% 224 0 0.0% Q2 2026 Aug 13, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 82,072 4,934 0.44% 0.44% 225 0 0.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 79,694 4,791 0.13% 0.13% 226 0 0.0% Q2 2026 Aug 14, 2026
Third View Private Wealth, LLC History No change 79,702 4,791 0.59% 0.59% 227 0 0.0% Q2 2026 Jul 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 79,011 4,750 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 11, 2026
PINKERTON WEALTH, LLC History No change 81,607 4,649 0.4% 0.4% 229 0 0.0% Q2 2026 Jul 30, 2026
WCG Wealth Advisors LLC History No change 76,731 4,613 0.11% 0.11% 230 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 75,070 4,513 1.28% 1.28% 231 0 0.0% Q2 2026 Aug 03, 2026
True Freedom Investing, LLC History No change 79,194 4,511 0.35% 0.35% 232 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 74,000 4,448 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 14, 2026
ALERUS FINANCIAL NA History No change 73,426 4,414 0.19% 0.19% 234 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 70,415 4,233 0.31% 0.31% 235 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 70,254 4,223 0.22% 0.22% 236 0 0.0% Q2 2026 Jul 31, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 69,659 4,187 1.23% 1.23% 237 0 0.0% Q2 2026 Jul 28, 2026
Timber Creek Capital Management LLC History No change 69,264 4,164 0.85% 0.85% 238 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 68,516 4,119 0.25% 0.25% 239 0 0.0% Q2 2026 Jul 16, 2026
BONNESS ENTERPRISES INC History New 66,985 4,067 1.32% — 240 +66,985 New Q3 2026 Oct 08, 2026
IFP Advisors, Inc History No change 66,896 4,021 0.07% 0.07% 241 0 0.0% Q2 2026 Jul 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 66,691 4,009 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 28, 2026
IMC-Chicago, LLC History No change 64,935 3,903 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 64,605 3,884 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 64,207 3,860 0.03% 0.03% 245 0 0.0% Q2 2026 Jul 27, 2026
HEADINVEST, LLC History No change 63,608 3,824 0.71% 0.71% 246 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 63,312 3,806 0.1% 0.1% 247 0 0.0% Q2 2026 Jul 31, 2026
RHUMBLINE ADVISERS History No change 62,723 3,771 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 62,067 3,715 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Aperture Investors, LLC History No change 61,691 3,708 0.34% 0.34% 250 0 0.0% Q2 2026 Aug 14, 2026
DAVIS-REA LTD. History No change 60,960 3,664 1.04% 1.04% 251 0 0.0% Q2 2026 Aug 04, 2026
Dynamic Advisor Solutions LLC History No change 60,884 3,660 0.1% 0.1% 252 0 0.0% Q2 2026 Jul 07, 2026
HEARTLAND ADVISORS INC History No change 60,605 3,643 0.16% 0.16% 253 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 60,034 3,609 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 04, 2026
DV EQUITIES, LLC History No change 58,240 3,501 0.5% 0.5% 255 0 0.0% Q2 2026 Aug 14, 2026
Slocum, Gordon & Co LLP History No change 58,181 3,497 2.32% 2.32% 256 0 0.0% Q2 2026 Jul 23, 2026
Naviter Wealth, LLC History No change 57,809 3,475 0.32% 0.32% 257 0 0.0% Q2 2026 Aug 07, 2026
BEACON FINANCIAL GROUP History No change 57,733 3,470 0.32% 0.32% 258 0 0.0% Q2 2026 Jul 16, 2026
CHOREO, LLC History No change 56,994 3,426 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 04, 2026
apricus wealth, LLC History No change 55,965 3,364 1.61% 1.61% 260 0 0.0% Q2 2026 Jul 22, 2026
Mutual Advisors, LLC History No change 55,656 3,346 0.06% 0.06% 261 0 0.0% Q2 2026 Aug 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 55,261 3,322 0.45% 0.45% 262 0 0.0% Q2 2026 Jul 20, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 54,738 3,290 1.6% 1.6% 263 0 0.0% Q2 2026 Jul 08, 2026
Old Port Advisors History No change 54,734 3,290 0.65% 0.65% 264 0 0.0% Q2 2026 Jul 21, 2026
Grey Ledge Advisors, LLC History No change 54,302 3,264 0.66% 0.66% 265 0 0.0% Q2 2026 Jul 27, 2026
DJE Kapital AG History No change 54,236 3,244 0.06% 0.06% 266 0 0.0% Q2 2026 Aug 04, 2026
HALL LAURIE J TRUSTEE History Added to 53,104 3,225 1.03% 0.99% 267 +7 0.01% Q3 2026 Oct 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 53,404 3,210 0.06% 0.06% 268 0 0.0% Q2 2026 Jul 23, 2026
MGO ONE SEVEN LLC History No change 53,039 3,188 0.05% 0.05% 269 0 0.0% Q2 2026 Jul 31, 2026
STEPHENS INC /AR/ History No change 52,960 3,183 0.04% 0.04% 270 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 52,442 3,152 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 24, 2026
Schonfeld Strategic Advisors LLC History No change 52,311 3,144 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 52,169 3,136 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 52,076 3,130 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 51,887 3,119 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 50,777 3,052 0.02% 0.02% 276 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 50,618 3,043 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 18, 2026
Argent Trust Co History No change 49,213 2,958 0.09% 0.09% 278 0 0.0% Q2 2026 Aug 06, 2026
Tweedy, Browne Co LLC History No change 49,084 2,950 0.22% 0.22% 279 0 0.0% Q2 2026 Aug 07, 2026
TrueMark Investments, LLC History No change 48,218 2,898 0.36% 0.36% 280 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 48,218 2,898 0.52% 0.52% 281 0 0.0% Q2 2026 Aug 05, 2026
Callan Family Office, LLC History No change 48,017 2,886 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 11, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 47,704 2,867 0.08% 0.08% 283 0 0.0% Q2 2026 Aug 05, 2026
Abundance Wealth Counselors History No change 46,143 2,774 0.18% 0.18% 284 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 45,823 2,754 0.03% 0.03% 285 0 0.0% Q2 2026 Aug 04, 2026
Portside Wealth Group, LLC History No change 45,772 2,751 0.32% 0.32% 286 0 0.0% Q2 2026 Jul 14, 2026
Verdence Capital Advisors LLC History No change 45,733 2,749 0.14% 0.14% 287 0 0.0% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 45,560 2,739 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 14, 2026
COURIER CAPITAL LLC History No change 45,308 2,723 0.14% 0.14% 289 0 0.0% Q2 2026 Jul 16, 2026
Laird Norton Wetherby Trust Company, LLC History No change 45,059 2,708 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 45,171 2,696 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 03, 2026
SIGNATUREFD, LLC History No change 44,834 2,695 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 23, 2026
Redmond Asset Management, LLC History No change 44,515 2,676 0.67% 0.67% 293 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Capital Advisors LLC History No change 44,303 2,663 0.04% 0.04% 294 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 44,306 2,663 0.16% 0.16% 295 0 0.0% Q2 2026 Jul 23, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 43,289 2,628 0.52% 0.51% 296 -330 -0.76% Q3 2026 Oct 07, 2026
Arax Advisory Partners History No change 43,518 2,616 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 43,224 2,598 0.03% 0.03% 298 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 43,077 2,589 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 20, 2026
Beacon Bank & Trust History No change 42,436 2,551 0.49% 0.49% 300 0 0.0% Q2 2026 Aug 03, 2026
Pathway Financial Advisers, LLC History No change 42,173 2,535 0.64% 0.64% 301 0 0.0% Q2 2026 Jul 30, 2026
Patriot Financial Group Insurance Agency, LLC History No change 41,736 2,509 0.26% 0.26% 302 0 0.0% Q2 2026 Jul 16, 2026
Americana Partners, LLC History No change 41,181 2,475 0.06% 0.06% 303 0 0.0% Q2 2026 Aug 05, 2026
Entropy Technologies, LP History No change 41,159 2,474 0.1% 0.1% 304 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 40,989 2,464 0.02% 0.02% 305 0 0.0% Q2 2026 Jul 20, 2026
Euro Pacific Asset Management, LLC History No change 65,892 2,452 0.28% 0.28% 306 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 40,771 2,451 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 40,527 2,436 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 40,411 2,429 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 39,821 2,394 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 12, 2026
Columbus Macro, LLC History No change 39,828 2,394 0.23% 0.23% 311 0 0.0% Q2 2026 Jul 22, 2026
Quadrature Capital Ltd History No change 39,636 2,382 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Capital Management History No change 39,489 2,374 0.29% 0.29% 313 0 0.0% Q2 2026 Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 39,344 2,365 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 11, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 39,339 2,365 1.23% 1.23% 315 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 38,407 2,357 0.04% 0.04% 316 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 38,407 2,357 0.04% 0.04% 317 0 0.0% Q2 2026 Jul 29, 2026
Pavion Blue Capital, LLC History No change 39,095 2,350 0.95% 0.95% 318 0 0.0% Q2 2026 Aug 07, 2026
REGATTA CAPITAL GROUP, LLC History No change 39,086 2,349 0.32% 0.32% 319 0 0.0% Q2 2026 Aug 12, 2026
Temasek Holdings (Private) Ltd History No change 38,926 2,340 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 38,745 2,329 0.01% 0.01% 321 0 0.0% Q2 2026 Sep 23, 2026
Summit Trail Advisors, LLC History No change 38,209 2,297 0.03% 0.03% 322 0 0.0% Q2 2026 Aug 11, 2026
NATURAL INVESTMENTS, LLC History No change 37,894 2,278 0.5% 0.5% 323 0 0.0% Q2 2026 Jul 31, 2026
Baird Financial Group, Inc. History No change 37,826 2,274 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 12, 2026
Carolina Wealth Advisors, LLC History No change 37,516 2,255 0.88% 0.88% 325 0 0.0% Q2 2026 Jul 09, 2026
Auxano Advisors, LLC History No change 37,340 2,244 0.43% 0.43% 326 0 0.0% Q2 2026 Aug 07, 2026
FLOW TRADERS U.S. LLC History No change 37,284 2,242 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 36,977 2,223 0.26% 0.26% 328 0 0.0% Q2 2026 Aug 05, 2026
SALT Holding Corp. History No change 36,900 2,218 1.18% 1.18% 329 0 0.0% Q2 2026 Aug 14, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 36,827 2,214 0.62% 0.62% 330 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 36,793 2,211 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 03, 2026
Wilmington Savings Fund Society, FSB History No change 36,760 2,210 0.05% 0.05% 332 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 36,509 2,194 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 36,381 2,187 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Lineweaver Wealth Advisors, LLC History No change 36,226 2,177 0.26% 0.26% 335 0 0.0% Q2 2026 Jul 09, 2026
Three Bridge Wealth Advisors, LLC History No change 36,080 2,169 0.54% 0.54% 336 0 0.0% Q2 2026 Jul 27, 2026
Moors & Cabot, Inc. History No change 35,923 2,159 0.08% 0.08% 337 0 0.0% Q2 2026 Aug 10, 2026
Aviso Financial Inc. History No change 35,248 2,119 0.07% 0.07% 338 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 35,089 2,109 0.04% 0.04% 339 0 0.0% Q2 2026 Jul 27, 2026
NORDEN GROUP LLC History No change 34,916 2,099 0.17% 0.17% 340 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 34,743 2,088 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 17, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 34,651 2,083 0.14% 0.14% 342 0 0.0% Q2 2026 Jul 28, 2026
FULTON BANK, N.A. History No change 34,531 2,076 0.06% 0.06% 343 0 0.0% Q2 2026 Jul 09, 2026
Vise Technologies, Inc. History No change 34,199 2,056 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 34,061 2,047 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 07, 2026
SkyOak Wealth, LLC History No change 33,380 2,006 0.33% 0.33% 346 0 0.0% Q2 2026 Jul 30, 2026
DIVERSIFIED MANAGEMENT INC History Added to 32,874 1,996 0.35% 0.08% 347 +26,438 410.78% Q3 2026 Oct 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 33,137 1,992 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 10, 2026
44 WEALTH MANAGEMENT LLC History No change 33,027 1,985 0.66% 0.66% 349 0 0.0% Q2 2026 Aug 14, 2026
Royal Palms Capital LLC History No change 32,992 1,983 1.74% 1.74% 350 0 0.0% Q2 2026 Aug 07, 2026
Arvest Bank Trust Division History No change 32,897 1,977 0.1% 0.1% 351 0 0.0% Q2 2026 Aug 13, 2026
Callahan Advisors, LLC History No change 32,651 1,962 0.15% 0.15% 352 0 0.0% Q2 2026 Aug 03, 2026
STATE STREET CORP History No change 32,014 1,924 0.0% 0.0% 353 0 0.0% Q2 2026 Sep 22, 2026
DEUTSCHE BANK AG\ History No change 31,727 1,907 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 07, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 31,373 1,886 0.99% 0.99% 355 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 31,004 1,863 0.03% 0.03% 356 0 0.0% Q2 2026 Aug 06, 2026
Lester Murray Antman dba SimplyRich History No change 30,646 1,842 0.43% 0.43% 357 0 0.0% Q2 2026 Jul 31, 2026
Nicholas Hoffman & Company, LLC. History No change 30,612 1,840 0.04% 0.04% 358 0 0.0% Q2 2026 Aug 04, 2026
Vestmark Advisory Solutions, Inc. History No change 30,526 1,835 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 14, 2026
Guardian Wealth Management, Inc. History No change 30,172 1,813 0.89% 0.89% 360 0 0.0% Q2 2026 Jul 13, 2026
Limestone Investment Advisors LP History No change 30,100 1,809 0.13% 0.13% 361 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 29,805 1,791 0.17% 0.17% 362 0 0.0% Q2 2026 Jul 31, 2026
Townsend & Associates, Inc History No change 28,756 1,782 0.15% 0.15% 363 0 0.0% Q2 2026 Jul 22, 2026
Optimist Retirement Group LLC History No change 29,576 1,778 0.69% 0.69% 364 0 0.0% Q2 2026 Aug 10, 2026
Guardian Partners Inc. History No change 29,424 1,768 0.16% 0.16% 365 0 0.0% Q2 2026 Jul 29, 2026
Anchor Investment Management, LLC History No change 29,375 1,765 0.13% 0.13% 366 0 0.0% Q2 2026 Sep 15, 2026
OPPENHEIMER & CO INC History No change 29,087 1,748 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 03, 2026
Westhampton Capital, LLC History No change 28,960 1,741 0.72% 0.72% 368 0 0.0% Q2 2026 Jul 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 28,576 1,717 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 07, 2026
Altman Advisors, Inc. History No change 28,401 1,707 0.61% 0.61% 370 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 28,355 1,704 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 10, 2026
EARNEST PARTNERS LLC History No change 28,350 1,704 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 28,041 1,685 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 10, 2026
Drexel Morgan & Co. History No change 27,881 1,676 0.23% 0.23% 374 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 27,800 1,671 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 14, 2026
ICW Investment Advisors LLC History No change 27,684 1,664 0.58% 0.58% 376 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 27,572 1,657 0.03% 0.03% 377 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 27,378 1,645 0.01% 0.01% 378 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 27,322 1,642 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 26,625 1,616 0.05% 0.05% 380 +4,548 20.6% Q3 2026 Oct 08, 2026
TRUST CO OF VERMONT History No change 26,809 1,611 0.06% 0.06% 381 0 0.0% Q2 2026 Aug 07, 2026
RBF Capital, LLC History No change 26,666 1,603 0.07% 0.07% 382 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 26,358 1,584 0.03% 0.03% 383 0 0.0% Q2 2026 Aug 14, 2026
Raleigh Capital Management Inc. History No change 26,169 1,573 0.5% 0.5% 384 0 0.0% Q2 2026 Jul 21, 2026
Value Partners Investments Inc. History No change 26,001 1,560 0.11% 0.11% 385 0 0.0% Q2 2026 Jul 15, 2026
Aptus Capital Advisors, LLC History No change 25,854 1,554 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 12, 2026
INTRUST BANK NA History No change 25,353 1,524 0.11% 0.11% 387 0 0.0% Q2 2026 Aug 05, 2026
Pullen Investment Management, LLC History No change 25,157 1,512 0.7% 0.7% 388 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 24,966 1,500 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History No change 24,957 1,500 0.08% 0.08% 390 0 0.0% Q2 2026 Jul 16, 2026
First Bank & Trust History No change 24,894 1,496 0.22% 0.22% 391 0 0.0% Q2 2026 Jul 09, 2026
Prime Capital Investment Advisors, LLC History No change 24,792 1,490 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 24,703 1,485 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 17, 2026
KCM INVESTMENT ADVISORS LLC History No change 24,344 1,463 0.04% 0.04% 394 0 0.0% Q2 2026 Aug 13, 2026
Voya Financial Advisors, Inc. History No change 23,772 1,454 0.13% 0.13% 395 0 0.0% Q2 2026 Aug 12, 2026
ARVEST INVESTMENTS, INC. History No change 24,153 1,452 0.18% 0.18% 396 0 0.0% Q2 2026 Jul 17, 2026
Pacifica Partners Inc. History Reduced 24,375 1,451 0.44% 0.46% 397 -72 -0.29% Q3 2026 Oct 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 23,965 1,440 0.12% 0.12% 398 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 23,826 1,432 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History No change 23,818 1,431 0.07% 0.07% 400 0 0.0% Q2 2026 Jul 15, 2026
Capstone Financial Advisors, Inc. History No change 23,571 1,417 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 23,220 1,395 0.03% 0.03% 402 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 23,180 1,393 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 22,856 1,374 0.03% 0.03% 404 0 0.0% Q2 2026 Aug 07, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 22,807 1,371 0.63% 0.63% 405 0 0.0% Q2 2026 Jul 16, 2026
HF Advisory Group, LLC History Reduced 22,316 1,355 0.4% 0.81% 406 -21,061 -48.55% Q3 2026 Oct 09, 2026
Compound Planning, Inc. History No change 22,337 1,342 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 22,260 1,338 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 22, 2026
Verition Fund Management LLC History No change 22,200 1,334 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 14, 2026
Hedges Asset Management LLC History No change 22,150 1,331 0.87% 0.87% 410 0 0.0% Q2 2026 Jul 27, 2026
LOM Asset Management Ltd History No change 21,761 1,308 0.34% 0.34% 411 0 0.0% Q2 2026 Aug 04, 2026
PCM Encore, LLC History No change 21,655 1,301 0.23% 0.23% 412 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 21,528 1,294 0.11% 0.11% 413 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 21,400 1,286 0.08% 0.08% 414 0 0.0% Q2 2026 Jul 29, 2026
Ativo Capital Management LLC History No change 21,207 1,274 0.98% 0.98% 415 0 0.0% Q2 2026 Aug 10, 2026
Headlands Technologies LLC History No change 20,770 1,248 0.13% 0.13% 416 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 20,558 1,235 0.06% 0.06% 417 0 0.0% Q2 2026 Jul 23, 2026
Tidal Investments LLC History No change 20,441 1,228 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
Great Lakes Retirement, Inc. History No change 20,295 1,220 0.11% 0.11% 419 0 0.0% Q2 2026 Jul 30, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 20,117 1,209 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 19,734 1,207 0.04% 0.04% 421 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 19,845 1,205 0.03% 0.04% 422 -4,114 -17.17% Q3 2026 Oct 08, 2026
Aviance Capital Partners, LLC History No change 19,862 1,194 0.12% 0.12% 423 0 0.0% Q2 2026 Jul 30, 2026
Parrish Capital LLC History Added to 19,522 1,185 1.15% 1.04% 424 +1,651 9.24% Q3 2026 Oct 01, 2026
Hurley Capital, LLC History No change 19,653 1,181 0.61% 0.61% 425 0 0.0% Q2 2026 Aug 10, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 19,539 1,174 0.54% 0.54% 426 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 19,377 1,164 0.08% 0.08% 427 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 19,122 1,149 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 21, 2026
RAELIPSKIE PARTNERSHIP History No change 19,018 1,143 0.43% 0.43% 429 0 0.0% Q2 2026 Aug 04, 2026
CRUX WEALTH ADVISORS History No change 18,823 1,131 0.39% 0.39% 430 0 0.0% Q2 2026 Jul 21, 2026
Kimelman & Baird, LLC History No change 18,796 1,130 0.08% 0.08% 431 0 0.0% Q2 2026 Aug 18, 2026
Vontobel Holding Ltd. History No change 18,802 1,130 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 03, 2026
Smart Money Group LLC History No change 18,734 1,126 0.29% 0.29% 433 0 0.0% Q2 2026 Jul 29, 2026
Salvus Wealth Management, LLC History No change 18,427 1,107 0.62% 0.62% 434 0 0.0% Q2 2026 Jul 10, 2026
Frank, Rimerman Advisors LLC History No change 18,413 1,106 0.06% 0.06% 435 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 18,370 1,104 0.03% 0.03% 436 0 0.0% Q2 2026 Jul 30, 2026
Berkeley Capital Partners, LLC History No change 18,359 1,103 0.23% 0.23% 437 0 0.0% Q2 2026 Aug 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 18,275 1,097 0.05% 0.05% 438 0 0.0% Q2 2026 Jul 13, 2026
Leith Wheeler Investment Counsel Ltd. History No change 18,207 1,094 0.08% 0.08% 439 0 0.0% Q2 2026 Aug 05, 2026
Hennion & Walsh Asset Management, Inc. History No change 18,170 1,092 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 08, 2026
Burkett Asset Management Ltd History No change 18,166 1,092 1.02% 1.02% 441 0 0.0% Q2 2026 Jul 28, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 18,140 1,090 0.4% 0.4% 442 0 0.0% Q2 2026 Jul 10, 2026
TRED AVON FAMILY WEALTH, LLC History No change 18,078 1,086 0.33% 0.33% 443 0 0.0% Q2 2026 Aug 10, 2026
GoalVest Advisory LLC History Added to 17,859 1,084 0.19% 0.19% 444 +686 3.99% Q3 2026 Oct 02, 2026
Radnor Capital Management, LLC History No change 17,905 1,076 0.15% 0.15% 445 0 0.0% Q2 2026 Jul 16, 2026
Avior Wealth Management, LLC History No change 17,769 1,068 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 07, 2026
SBI Securities Co., Ltd. History No change 17,718 1,065 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 22, 2026
Permanent Capital Management, LP History No change 17,648 1,061 0.14% 0.14% 448 0 0.0% Q2 2026 Aug 12, 2026
Dorsey & Whitney Trust CO LLC History No change 17,548 1,054 0.05% 0.05% 449 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 17,508 1,052 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 17,454 1,049 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 13, 2026
Everstar Asset Management, LLC History No change 17,444 1,048 0.51% 0.51% 452 0 0.0% Q2 2026 Aug 03, 2026
Advisors Asset Management, Inc. History No change 17,343 1,042 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 17,205 1,034 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 16,895 1,026 0.2% 0.21% 455 +440 2.67% Q3 2026 Oct 05, 2026
Ausdal Financial Partners, Inc. History No change 17,061 1,025 0.04% 0.04% 456 0 0.0% Q2 2026 Aug 14, 2026
Ellevest, Inc. History No change 16,972 1,013 0.12% 0.12% 457 0 0.0% Q2 2026 Aug 10, 2026
Invesco Ltd. History No change 16,753 1,007 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 16,719 1,005 0.1% 0.1% 459 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 16,724 1,005 0.07% 0.07% 460 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 16,695 1,003 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 17, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 16,658 1,001 0.76% 0.76% 462 0 0.0% Q2 2026 Aug 04, 2026
Unique Wealth Strategies, LLC History No change 16,625 999 0.36% 0.36% 463 0 0.0% Q2 2026 Jul 15, 2026
Meriwether Wealth & Planning, LLC History No change 16,521 993 0.49% 0.49% 464 0 0.0% Q2 2026 Jul 08, 2026
Jain Global LLC History No change 16,512 992 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 16,419 987 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 20, 2026
Legacy Capital Wealth Partners, LLC History No change 16,407 986 0.19% 0.19% 467 0 0.0% Q2 2026 Aug 12, 2026
Choate Investment Advisors History No change 16,286 979 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Services History No change 16,254 977 0.25% 0.25% 469 0 0.0% Q2 2026 Aug 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,228 975 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 29, 2026
Columbia Asset Management History No change 16,135 970 0.17% 0.17% 471 0 0.0% Q2 2026 Jul 21, 2026
Engineers Gate Manager LP History No change 16,110 968 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 14, 2026
Northstar Group, Inc. History No change 16,099 967 0.12% 0.12% 473 0 0.0% Q2 2026 Aug 03, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 16,040 964 0.13% 0.13% 474 0 0.0% Q2 2026 Jul 22, 2026
Applied Finance Capital Management, LLC History No change 16,034 963 0.07% 0.07% 475 0 0.0% Q2 2026 Jul 28, 2026
R Squared Ltd History No change 15,960 959 0.5% 0.5% 476 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,865 953 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 15,852 952 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 03, 2026
GUGGENHEIM CAPITAL LLC History No change 15,705 944 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 12, 2026
Oxbow Advisors, LLC History No change 15,716 944 0.08% 0.08% 480 0 0.0% Q2 2026 Aug 07, 2026
Inlet Private Wealth, LLC History No change 15,552 934 0.23% 0.23% 481 0 0.0% Q2 2026 Aug 07, 2026
SevenBridge Financial Group, LLC History No change 14,743 928 0.14% 0.14% 482 0 0.0% Q2 2026 Aug 12, 2026
Roehl & Yi Investment Advisors, LLC History No change 15,274 918 0.3% 0.3% 483 0 0.0% Q2 2026 Aug 13, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 15,094 907 0.64% 0.64% 484 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 15,085 906 0.03% 0.03% 485 0 0.0% Q2 2026 Aug 04, 2026
Future Fund LLC History No change 15,001 901 0.26% 0.26% 486 0 0.0% Q2 2026 Aug 12, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 14,898 895 0.19% 0.19% 487 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Partners, Inc. History No change 14,895 895 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 14,835 891 0.04% 0.04% 489 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 14,779 888 0.04% 0.04% 490 0 0.0% Q2 2026 Aug 10, 2026
LANE BROTHERS & CO INC History No change 14,635 879 0.58% 0.58% 491 0 0.0% Q2 2026 Aug 05, 2026
Centiva Capital, LP History No change 14,632 879 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 13, 2026
Wynn Capital, LLC History No change 14,596 877 0.39% 0.39% 493 0 0.0% Q2 2026 Jul 08, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 14,572 876 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 11, 2026
BAILARD, INC. History No change 14,547 874 0.02% 0.02% 495 0 0.0% Q2 2026 Jul 30, 2026
TWO SIGMA SECURITIES, LLC History No change 14,546 874 0.08% 0.08% 496 0 0.0% Q2 2026 Aug 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 14,294 859 0.25% 0.25% 497 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 14,237 856 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 14,180 852 0.2% 0.2% 499 0 0.0% Q2 2026 Jul 28, 2026
PFG Investments, LLC History No change 14,129 849 0.03% 0.03% 500 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 13,959 839 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 21, 2026
LCM Capital Management Inc History No change 13,938 837 0.36% 0.36% 502 0 0.0% Q2 2026 Jul 30, 2026
Integrated Quantitative Investments LLC History No change 13,843 832 0.14% 0.14% 503 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 13,778 828 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 13, 2026
Curbstone Financial Management Corp History No change 13,684 822 0.14% 0.14% 505 0 0.0% Q2 2026 Jul 14, 2026
Leisure Capital Management History No change 13,661 821 0.26% 0.26% 506 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 13,536 813 0.11% 0.11% 507 0 0.0% Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 13,400 805 0.13% 0.13% 508 0 0.0% Q2 2026 Aug 04, 2026
WELCH & FORBES LLC History No change 13,324 801 0.01% 0.01% 509 0 0.0% Q2 2026 Jul 30, 2026
Qtron Investments LLC History No change 13,285 798 0.11% 0.11% 510 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 13,127 789 0.01% 0.01% 511 0 0.0% Q2 2026 Sep 08, 2026
SYON CAPITAL LLC History No change 13,024 783 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 12,978 780 0.06% 0.06% 513 0 0.0% Q2 2026 Jul 20, 2026
RWA WEALTH PARTNERS, LLC History No change 12,964 779 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 07, 2026
Hartford Funds Management Co LLC History No change 12,896 775 0.06% 0.06% 515 0 0.0% Q2 2026 Aug 06, 2026
Waldron Private Wealth LLC History No change 12,893 775 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,861 773 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 12,700 771 0.07% 0.05% 520 +2,506 24.58% Q3 2026 Oct 01, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 12,833 771 0.06% 0.06% 518 0 0.0% Q2 2026 Aug 11, 2026
Bollard Group LLC History No change 12,821 771 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 12, 2026
POTENTIA WEALTH History No change 12,798 769 0.31% 0.31% 521 0 0.0% Q2 2026 Aug 13, 2026
Riverwater Partners LLC History No change 12,581 756 0.22% 0.22% 522 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 12,585 756 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 12,552 754 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 12,509 752 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 12,477 750 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 13, 2026
Narwhal Capital Management History No change 12,398 745 0.05% 0.05% 527 0 0.0% Q2 2026 Jul 24, 2026
EASTERN BANK History Reduced 12,249 743 0.01% 0.02% 528 -4,191 -25.49% Q3 2026 Oct 05, 2026
First Pacific Financial History No change 12,299 739 0.09% 0.09% 529 0 0.0% Q2 2026 Jul 20, 2026
North Star Investment Management Corp. History No change 12,239 735 0.04% 0.04% 530 0 0.0% Q2 2026 Jul 28, 2026
CMH Wealth Management LLC History No change 12,103 727 0.11% 0.11% 531 0 0.0% Q2 2026 Jul 09, 2026
Jump Financial, LLC History No change 12,005 721 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 11,853 712 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 14, 2026
EXCALIBUR MANAGEMENT CORP History No change 11,839 711 0.23% 0.23% 534 0 0.0% Q2 2026 Aug 03, 2026
Raab & Moskowitz Asset Management LLC History No change 11,834 711 0.14% 0.14% 535 0 0.0% Q2 2026 Jul 28, 2026
PROFUND ADVISORS LLC History No change 11,787 708 0.02% 0.02% 536 0 0.0% Q2 2026 Aug 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 11,738 705 0.03% 0.03% 537 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Advisors / MI History No change 11,705 703 0.04% 0.04% 538 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 11,621 698 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 11, 2026
Beutel, Goodman & Co Ltd. History No change 11,572 695 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 11,536 693 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 11,524 692 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 28, 2026
Israel Discount Bank of New York History No change 11,448 688 1.27% 1.27% 543 0 0.0% Q2 2026 Jul 07, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 11,401 685 0.33% 0.33% 544 0 0.0% Q2 2026 Jul 24, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 11,377 683 0.03% 0.03% 545 0 0.0% Q2 2026 Jul 16, 2026
Regal Investment Advisors LLC History No change 11,330 681 0.04% 0.04% 546 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 11,302 679 0.05% 0.05% 547 0 0.0% Q2 2026 Aug 13, 2026
CEERA INVESTMENTS, LLC History No change 11,301 679 0.29% 0.29% 548 0 0.0% Q2 2026 Aug 05, 2026
DRW Securities, LLC History No change 11,201 673 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 11,052 671 0.01% 0.01% 550 +807 7.88% Q3 2026 Oct 08, 2026
Mezzasalma Advisors, LLC History No change 11,129 669 0.13% 0.13% 551 0 0.0% Q2 2026 Aug 10, 2026
CONNING INC. History No change 11,049 664 0.02% 0.02% 552 0 0.0% Q2 2026 Jul 30, 2026
Sandy Cove Advisors, LLC History No change 10,969 659 0.16% 0.16% 553 0 0.0% Q2 2026 Jul 07, 2026
TOWER BRIDGE ADVISORS History No change 10,954 658 0.06% 0.06% 554 0 0.0% Q2 2026 Aug 12, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 10,950 658 0.18% 0.18% 555 0 0.0% Q2 2026 Aug 07, 2026
GREENLEAF TRUST History No change 10,923 656 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 21, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,496 654 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 14, 2026
River Wealth Advisors LLC History No change 10,881 654 0.07% 0.07% 558 0 0.0% Q2 2026 Aug 04, 2026
Trust Point Inc. History No change 10,860 652 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 10,681 642 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Group California, Inc. History No change 10,687 642 0.19% 0.19% 561 0 0.0% Q2 2026 Jul 29, 2026
SGL Investment Advisors, Inc. History No change 10,169 639 0.22% 0.22% 562 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 10,610 637 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 06, 2026
HANCOCK WHITNEY CORP History No change 10,541 633 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 10,497 631 0.06% 0.06% 565 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 10,392 624 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 11, 2026
FourThought Financial Partners, LLC History No change 10,375 623 0.05% 0.05% 567 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 10,231 615 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 17, 2026
NAVELLIER & ASSOCIATES INC History No change 10,215 614 0.05% 0.05% 569 0 0.0% Q2 2026 Aug 04, 2026
Peoples Bank/KS History No change 10,216 614 0.6% 0.6% 570 0 0.0% Q2 2026 Jul 09, 2026
COZAD ASSET MANAGEMENT INC History No change 10,184 612 0.04% 0.04% 571 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 10,118 608 0.03% 0.03% 572 0 0.0% Q2 2026 Jul 29, 2026
PDS Planning, Inc History No change 10,006 601 0.03% 0.03% 573 0 0.0% Q2 2026 Aug 05, 2026
Bluespring Wealth Management, LLC History No change 10,010 601 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 11, 2026
Red Door Wealth Management, LLC History No change 9,987 600 0.05% 0.05% 575 0 0.0% Q2 2026 Jul 13, 2026
Alliance Wealth Advisors, LLC /UT History No change 9,991 600 0.11% 0.11% 576 0 0.0% Q2 2026 Jul 23, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 9,977 599 0.4% 0.4% 577 0 0.0% Q2 2026 Aug 05, 2026
Investment Research Partners LLC History No change 9,975 599 0.2% 0.2% 578 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 9,951 598 0.03% 0.03% 579 0 0.0% Q2 2026 Aug 11, 2026
Kennon-Green & Company, LLC History Reduced 9,830 596 0.46% 1.6% 580 -24,403 -71.29% Q3 2026 Oct 05, 2026
Independent Advisor Alliance History No change 9,910 595 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 9,336 561 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 12, 2026
Phillips Wealth Planners LLC History No change 8,955 561 0.41% 0.41% 583 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 9,231 554 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 10, 2026
Tranquilli Financial Advisor LLC History No change 9,172 551 0.3% 0.3% 585 0 0.0% Q2 2026 Aug 07, 2026
May Hill Capital, LLC History No change 9,148 549 0.11% 0.11% 586 0 0.0% Q2 2026 Aug 07, 2026
Resonant Capital Advisors, LLC History No change 9,118 548 0.03% 0.03% 587 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 9,079 545 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 05, 2026
Rathbones Group PLC History No change 9,002 541 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History No change 8,975 539 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 29, 2026
Cohen Investment Advisors LLC History No change 8,938 537 0.24% 0.24% 591 0 0.0% Q2 2026 Jul 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,929 536 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 06, 2026
Keudell/Morrison Wealth Management History No change 8,875 533 0.1% 0.1% 593 0 0.0% Q2 2026 Jul 15, 2026
Garrett Wealth Advisory Group, LLC History No change 8,838 531 0.08% 0.08% 594 0 0.0% Q2 2026 Aug 04, 2026
SPWM Advisors LLC History No change 8,483 529 0.49% 0.49% 595 0 0.0% Q2 2026 Jul 24, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,770 527 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 12, 2026
1900 WEALTH MANAGEMENT LLC History No change 8,763 526 0.03% 0.03% 597 0 0.0% Q2 2026 Aug 04, 2026
ANCHYRA PARTNERS LLC History No change 8,722 524 0.13% 0.13% 598 0 0.0% Q2 2026 Jul 23, 2026
Quotient Wealth Partners, LLC History No change 8,702 523 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 8,699 522 0.02% 0.02% 600 0 0.0% Q2 2026 Jul 22, 2026
Bond & Devick Financial Network, Inc. History No change 8,697 522 0.13% 0.13% 601 0 0.0% Q2 2026 Jul 16, 2026
Kingsview Wealth Management, LLC History No change 8,668 521 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 18, 2026
Hanson & Doremus Investment Management History No change 8,544 514 0.05% 0.05% 603 0 0.0% Q2 2026 Jul 29, 2026
Old North State Trust, LLC History No change 8,549 514 0.26% 0.26% 604 0 0.0% Q2 2026 Aug 17, 2026
Great Diamond Partners, LLC History No change 8,560 514 0.09% 0.09% 605 0 0.0% Q2 2026 Jul 17, 2026
Ascent Group, LLC History No change 8,542 513 0.02% 0.02% 606 0 0.0% Q2 2026 Aug 03, 2026
JENNISON ASSOCIATES LLC History No change 8,490 510 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 03, 2026
BESSEMER GROUP INC History No change 8,486 510 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 12, 2026
Pinion Investment Advisors, LLC History No change 8,485 510 0.1% 0.1% 609 0 0.0% Q2 2026 Aug 06, 2026
SmartHarvest Portfolios, LLC History No change 8,489 510 0.16% 0.16% 610 0 0.0% Q2 2026 Aug 04, 2026
Principle Wealth Partners LLC History No change 8,473 509 0.03% 0.03% 611 0 0.0% Q2 2026 Aug 07, 2026
Range Financial Group LLC History No change 8,396 504 0.14% 0.14% 612 0 0.0% Q2 2026 Jul 15, 2026
Gallacher Capital Management LLC History No change 8,371 503 0.28% 0.28% 613 0 0.0% Q2 2026 Jul 16, 2026
Jacobi Capital Management LLC History No change 8,355 502 0.02% 0.02% 614 0 0.0% Q2 2026 Jul 31, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 8,337 501 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 8,309 499 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 07, 2026
Cerro Pacific Wealth Advisors LLC History No change 8,277 497 0.11% 0.11% 617 0 0.0% Q2 2026 Jul 15, 2026
DecisionMap Wealth Management, LLC History No change 8,273 497 0.28% 0.28% 618 0 0.0% Q2 2026 Jul 21, 2026
Ignite Planners, LLC History No change 8,228 494 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 8,215 493 0.04% 0.04% 620 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 8,163 490 0.02% 0.02% 621 0 0.0% Q2 2026 Jul 24, 2026
Prosperity Consulting Group, LLC History No change 8,163 490 0.02% 0.02% 622 0 0.0% Q2 2026 Aug 13, 2026
Malaga Cove Capital, LLC History No change 8,139 489 0.16% 0.16% 623 0 0.0% Q2 2026 Jul 23, 2026
SPINNAKER TRUST History No change 8,106 487 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 03, 2026
RS CRUM INC. History No change 8,100 486 0.09% 0.09% 625 0 0.0% Q2 2026 Aug 10, 2026
J.Safra Asset Management Corp History No change 8,071 485 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 06, 2026
Boston Trust Walden Corp History No change 8,054 484 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 8,060 484 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 06, 2026
SAGE RHINO CAPITAL LLC History No change 7,993 480 0.08% 0.08% 629 0 0.0% Q2 2026 Aug 03, 2026
PAX Financial Group, LLC History No change 7,935 477 0.07% 0.07% 630 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE TRUST CO NA History No change 7,917 475 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 28, 2026
Glenview Trust Co History No change 7,915 475 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 18, 2026
Banco de Sabadell, S.A History No change 7,834 474 0.28% 0.28% 633 0 0.0% Q2 2026 Aug 04, 2026
Revisor Wealth Management LLC History No change 7,888 474 0.11% 0.11% 634 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 7,568 474 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 7,888 474 0.06% 0.06% 636 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 7,850 471 0.05% 0.05% 637 0 0.0% Q2 2026 Jul 13, 2026
Sterling Capital Management LLC History No change 7,803 469 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 28, 2026
Chicago Capital, LLC History No change 7,736 465 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 27, 2026
Aprio Wealth Management, LLC History No change 7,726 464 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 24, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,717 463 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 14, 2026
Clare Market Investments LLC History No change 7,698 462 0.08% 0.08% 642 0 0.0% Q2 2026 Jul 27, 2026
B. Riley Wealth Advisors, Inc. History No change 7,547 461 0.02% 0.02% 643 0 0.0% Q2 2026 Jul 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,658 460 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 7,625 458 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 03, 2026
Powers Advisory Group, LLC History No change 7,574 455 0.14% 0.14% 646 0 0.0% Q2 2026 Jul 31, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 7,564 454 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 12, 2026
Peregrine Asset Advisers, Inc. History No change 7,550 453 0.1% 0.1% 648 0 0.0% Q2 2026 Aug 10, 2026
Meadowbrook Advisors Group, LLC History No change 7,520 452 0.24% 0.24% 649 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 7,479 449 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 7,483 449 0.01% 0.01% 651 0 0.0% Q2 2026 Jul 31, 2026
West Family Investments, Inc. History No change 7,457 448 0.13% 0.13% 652 0 0.0% Q2 2026 Aug 10, 2026
Dickmeyer Boyce Financial Management, Inc. History Reduced 7,367 447 0.23% 0.24% 653 -449 -5.74% Q3 2026 Oct 08, 2026
VestGen Advisors, LLC History No change 7,449 447 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 11, 2026
Williams Jones Wealth Management, LLC. History No change 7,398 444 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 7,384 443 0.04% 0.04% 656 0 0.0% Q2 2026 Jul 24, 2026
Precision Wealth Strategies, LLC History No change 7,380 443 0.13% 0.13% 657 0 0.0% Q2 2026 Aug 10, 2026
South Shore Capital Advisors History No change 7,319 440 0.29% 0.29% 658 0 0.0% Q2 2026 Jul 30, 2026
ADVISORTRUST PARTNERS, LLC History No change 7,307 439 0.15% 0.15% 659 0 0.0% Q2 2026 Aug 10, 2026
REXFORD CAPITAL INC History No change 7,227 434 0.27% 0.27% 660 0 0.0% Q2 2026 Jul 29, 2026
Value Investment Professionals, LLC History No change 7,196 432 0.36% 0.36% 661 0 0.0% Q2 2026 Jul 07, 2026
NOVEM GROUP History No change 7,140 429 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 21, 2026
BridgePort Financial Solutions, LLC History No change 7,105 427 0.11% 0.11% 663 0 0.0% Q2 2026 Jul 24, 2026
Texas Capital Bank Wealth Management Services Inc History No change 7,087 426 0.02% 0.02% 664 0 0.0% Q2 2026 Aug 07, 2026
Fiera Capital Corp History No change 7,075 425 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 07, 2026
Global View Capital Management LLC History No change 7,056 424 0.09% 0.09% 666 0 0.0% Q2 2026 Jul 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 7,045 423 0.02% 0.02% 667 0 0.0% Q2 2026 Jul 29, 2026
LANDAAS & CO /WI /ADV History No change 7,032 422 0.08% 0.08% 668 0 0.0% Q2 2026 Jul 21, 2026
Allen Investment Management, LLC History No change 7,025 422 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 05, 2026
Henshaw Capital LLC History No change 7,031 422 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 7,014 421 0.01% 0.01% 671 0 0.0% Q2 2026 Aug 13, 2026
FLC Capital Advisors History No change 6,993 420 0.07% 0.07% 672 0 0.0% Q2 2026 Jul 20, 2026
Manske Wealth Management History No change 6,958 418 0.1% 0.1% 673 0 0.0% Q2 2026 Aug 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 6,861 416 0.28% 0.29% 674 -185 -2.63% Q3 2026 Oct 09, 2026
Frec Markets, Inc. History No change 6,923 416 0.04% 0.04% 675 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 6,907 415 0.01% 0.01% 676 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History No change 6,914 415 0.03% 0.03% 677 0 0.0% Q2 2026 Jul 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,870 413 0.02% 0.02% 678 0 0.0% Q2 2026 Jul 27, 2026
ABSHER WEALTH MANAGEMENT, LLC History No change 6,862 412 0.05% 0.05% 679 0 0.0% Q2 2026 Aug 10, 2026
Twelve Points Wealth Management LLC History No change 6,821 410 0.08% 0.08% 680 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 6,835 410 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 05, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 6,775 407 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 20, 2026
MATHER GROUP, LLC. History No change 6,773 407 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 6,764 406 0.01% 0.01% 684 0 0.0% Q2 2026 Jul 14, 2026
RD Lewis Holdings, Inc. History No change 6,512 405 0.3% 0.3% 685 0 0.0% Q2 2026 Aug 12, 2026
DEARBORN PARTNERS LLC History No change 7,086 403 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 13, 2026
SEARLE & CO. History No change 6,666 400 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Group, LLC History No change 6,643 399 0.02% 0.02% 688 0 0.0% Q2 2026 Jul 27, 2026
HBK Sorce Advisory LLC History No change 6,191 398 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Capital Group History Reduced 6,549 397 0.05% 0.05% 692 -34 -0.52% Q3 2026 Oct 08, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 6,606 397 0.05% 0.05% 690 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 6,602 397 0.01% 0.01% 691 0 0.0% Q2 2026 Jul 15, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,741 392 0.09% 0.09% 693 0 0.0% Q2 2026 Aug 06, 2026
Dana Investment Advisors, Inc. History No change 6,518 391 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 13, 2026
Roundview Capital LLC History No change 6,515 391 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 30, 2026
United Advisor Group, LLC History No change 6,471 389 0.04% 0.04% 696 0 0.0% Q2 2026 Jul 29, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 6,456 388 0.03% 0.03% 697 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 6,433 386 0.08% 0.08% 698 0 0.0% Q2 2026 Jul 01, 2026
Octavia Wealth Advisors, LLC History No change 6,383 383 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 14, 2026
Indivisible Partners History No change 6,384 383 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 04, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 6,351 381 0.1% 0.1% 701 0 0.0% Q2 2026 Jul 23, 2026
Brookstone Capital Management History No change 6,319 379 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 15, 2026
Lantz Financial LLC History No change 6,318 379 0.07% 0.07% 703 0 0.0% Q2 2026 Jul 09, 2026
LANARK FINANCIAL, INC. History No change 6,254 376 0.03% 0.03% 704 0 0.0% Q2 2026 Jul 21, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 6,239 375 0.06% 0.06% 705 0 0.0% Q2 2026 Jul 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 6,254 375 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,212 373 0.1% 0.1% 707 0 0.0% Q2 2026 Jul 30, 2026
WealthTrust Axiom LLC History No change 6,186 371 0.08% 0.08% 708 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 6,178 371 0.01% 0.01% 709 0 0.0% Q2 2026 Aug 03, 2026
Farringdon Capital, Ltd. History No change 6,161 370 0.18% 0.18% 710 0 0.0% Q2 2026 Aug 12, 2026
TOWNSQUARE CAPITAL LLC History No change 6,107 367 0.07% 0.07% 711 0 0.0% Q2 2026 Aug 14, 2026
Wescott Financial Advisory Group, LLC History No change 6,105 367 0.03% 0.03% 712 0 0.0% Q2 2026 Aug 04, 2026
Calydon Capital History No change 6,099 366 0.05% 0.05% 713 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 6,091 366 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,062 364 0.05% 0.05% 715 0 0.0% Q2 2026 Jul 21, 2026
Avail Investment Partners, LLC History No change 6,038 363 0.28% 0.28% 716 0 0.0% Q2 2026 Jul 31, 2026
SHELTON CAPITAL MANAGEMENT History No change 6,022 362 0.01% 0.01% 717 0 0.0% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History No change 6,020 361 0.18% 0.18% 718 0 0.0% Q2 2026 Aug 13, 2026
TI-TRUST, INC History No change 5,888 353 0.19% 0.19% 719 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 5,826 350 0.01% 0.01% 720 0 0.0% Q2 2026 Aug 17, 2026
Equitable Holdings, Inc. History No change 5,810 349 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 17, 2026
Port Capital LLC History No change 5,777 347 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 14, 2026
O'Brien Greene & Co. Inc History No change 5,758 346 0.1% 0.1% 723 0 0.0% Q2 2026 Aug 06, 2026
HUB Investment Partners, LLC History No change 5,771 346 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 31, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 5,752 345 0.06% 0.06% 725 0 0.0% Q2 2026 Jul 21, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 5,754 345 0.23% 0.23% 726 0 0.0% Q2 2026 Jul 15, 2026
Park Place Capital Corp History No change 5,723 344 0.05% 0.05% 727 0 0.0% Q2 2026 Aug 13, 2026
Griffith & Werner, Inc. History No change 5,713 343 0.16% 0.16% 728 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 5,642 339 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 09, 2026
Sepio Capital, LP History No change 5,640 339 0.02% 0.02% 730 0 0.0% Q2 2026 Jul 28, 2026
Traveka Wealth, LLC History No change 5,645 339 0.11% 0.11% 731 0 0.0% Q2 2026 Jul 21, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 5,180 338 0.05% 0.05% 732 0 0.0% Q2 2026 Aug 11, 2026
Axiom Investment Management LLC History No change 5,614 337 0.23% 0.23% 733 0 0.0% Q2 2026 Jul 30, 2026
Crescent Grove Advisors, LLC History No change 5,596 336 0.03% 0.03% 734 0 0.0% Q2 2026 Aug 10, 2026
Pine Haven Investment Counsel, Inc History No change 5,570 334 0.22% 0.22% 735 0 0.0% Q2 2026 Jul 08, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,528 332 0.02% 0.02% 736 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 5,525 332 0.06% 0.06% 737 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 5,497 330 0.03% 0.03% 738 0 0.0% Q2 2026 Aug 11, 2026
Smithfield Trust Co History No change 5,437 329 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 05, 2026
New Republic Capital, LLC History No change 5,460 328 0.08% 0.08% 740 0 0.0% Q2 2026 Jul 31, 2026
Pure Financial Advisors, LLC History No change 5,454 327 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 5,424 326 0.01% 0.01% 742 0 0.0% Q2 2026 Jul 20, 2026
FOCUSED ALPHA, LLC History No change 5,432 326 0.08% 0.08% 743 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,414 325 0.0% 0.0% 744 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 5,412 325 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 5,422 325 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 14, 2026
Douglas Lane & Associates, LLC History Reduced 5,347 324 0.0% 0.0% 747 -188 -3.4% Q3 2026 Oct 09, 2026
Bryn Mawr Trust Advisors, LLC History No change 5,398 324 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 03, 2026
Code Waechter LLC History No change 5,403 324 0.17% 0.17% 749 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 5,387 323 0.02% 0.02% 750 0 0.0% Q2 2026 Aug 13, 2026
Wellspring Financial Advisors, LLC History No change 5,378 323 0.02% 0.02% 751 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisory, LLC History No change 5,340 321 0.01% 0.01% 752 0 0.0% Q2 2026 Aug 13, 2026
Phocas Financial Corp. History No change 5,333 320 0.04% 0.04% 753 0 0.0% Q2 2026 Jul 30, 2026
SIMON QUICK ADVISORS, LLC History No change 5,308 319 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 5,306 318 0.02% 0.02% 755 0 0.0% Q2 2026 Sep 04, 2026
Bedel Financial Consulting, Inc. History No change 5,298 318 0.03% 0.03% 756 0 0.0% Q2 2026 Jul 29, 2026
Aspen Grove Capital, LLC History No change 5,263 316 0.05% 0.05% 757 0 0.0% Q2 2026 Aug 14, 2026
DODGE & COX History No change 5,243 315 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 13, 2026
FCA CORP /TX History No change 5,222 313 0.08% 0.08% 759 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 5,196 312 0.0% 0.0% 760 0 0.0% Q2 2026 Jul 27, 2026
Ironsides Asset Advisors, LLC History No change 5,187 311 0.07% 0.07% 761 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 5,167 310 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 17, 2026
Advyzon Investment Management, LLC History No change 5,108 307 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 14, 2026
Mattson Financial Services, LLC History No change 4,898 307 0.06% 0.06% 764 0 0.0% Q2 2026 Aug 04, 2026
GENTRY PRIVATE WEALTH, LLC History No change 5,082 305 0.16% 0.16% 765 0 0.0% Q2 2026 Aug 05, 2026
Cove Private Wealth, LLC History No change 5,065 304 0.06% 0.06% 766 0 0.0% Q2 2026 Jul 31, 2026
Atlas Brown,Inc. History Reduced 4,941 300 0.08% 0.08% 767 -29 -0.58% Q3 2026 Oct 09, 2026
Optas, LLC History No change 4,992 300 0.04% 0.04% 768 0 0.0% Q2 2026 Jul 21, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 4,974 299 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 16, 2026
Financial Engines Advisors L.L.C. History No change 4,965 298 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 4,973 298 0.02% 0.02% 771 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 4,951 297 0.03% 0.03% 772 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 4,942 297 0.09% 0.09% 773 0 0.0% Q2 2026 Aug 13, 2026
SEEDS INVESTOR LLC History No change 4,922 295 0.03% 0.03% 774 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 4,904 294 0.01% 0.01% 775 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History No change 4,901 294 0.01% 0.01% 776 0 0.0% Q2 2026 Jul 20, 2026
Rosenberg Matthew Hamilton History Added to 4,827 293 0.05% 0.04% 777 +861 21.71% Q3 2026 Oct 05, 2026
Probity Advisors, Inc. History No change 4,863 292 0.04% 0.04% 778 0 0.0% Q2 2026 Jul 31, 2026
RIVERSEDGE ADVISORS, LLC History Added to 4,796 291 0.04% 0.03% 782 +660 15.96% Q3 2026 Oct 09, 2026
Arlington Partners LLC History No change 4,841 291 0.53% 0.53% 779 0 0.0% Q2 2026 Jul 07, 2026
Lincoln Capital LLC History No change 4,846 291 0.05% 0.05% 780 0 0.0% Q2 2026 Jul 07, 2026
Arjuna Capital History No change 4,845 291 0.07% 0.07% 781 0 0.0% Q2 2026 Aug 14, 2026
Greenline Partners, LLC History No change 4,836 290 0.03% 0.03% 783 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 4,335 289 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 29, 2026
CHIRON CAPITAL MANAGEMENT, LLC History No change 4,792 288 0.26% 0.26% 785 0 0.0% Q2 2026 Jul 21, 2026
Pallas Capital Advisors LLC History No change 4,805 288 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 07, 2026
GTS SECURITIES LLC History No change 4,781 287 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,742 285 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 14, 2026
Alhambra Investment Management LLC History No change 4,756 285 0.12% 0.12% 789 0 0.0% Q2 2026 Jul 16, 2026
FIRST NATIONAL BANK OF OMAHA History No change 4,636 283 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 07, 2026
Integrity Financial Corp /WA History No change 4,713 283 0.14% 0.14% 791 0 0.0% Q2 2026 Jul 31, 2026
Drucker Wealth 3.0, LLC History No change 4,723 283 0.04% 0.04% 792 0 0.0% Q2 2026 Jul 13, 2026
Borer Denton & Associates, Inc. History No change 4,696 282 0.09% 0.09% 793 0 0.0% Q2 2026 Jul 27, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 4,631 281 0.0% 0.02% 794 -12,217 -72.51% Q3 2026 Oct 01, 2026
Rehmann Capital Advisory Group History No change 4,686 281 0.01% 0.01% 795 0 0.0% Q2 2026 Aug 20, 2026
ROBERTS GLORE & CO INC /IL/ History No change 4,629 278 0.07% 0.07% 796 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 4,615 277 0.0% 0.0% 797 0 0.0% Q2 2026 Aug 05, 2026
MITCHELL SINKLER & STARR/PA History No change 4,624 277 0.12% 0.12% 798 0 0.0% Q2 2026 Jul 21, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 4,616 277 0.15% 0.15% 799 0 0.0% Q2 2026 Aug 11, 2026
Thomasville National Bank History No change 4,582 275 0.02% 0.02% 800 0 0.0% Q2 2026 Jul 20, 2026
DELTA FINANCIAL ADVISORS LLC History No change 4,588 275 0.07% 0.07% 801 0 0.0% Q2 2026 Aug 05, 2026
SG Americas Securities, LLC History No change 4,563 274 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 07, 2026
Cardinal Point Capital Management ULC History No change 4,552 273 0.02% 0.02% 803 0 0.0% Q2 2026 Jul 14, 2026
HARRIS ASSOCIATES L P History No change 4,516 271 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,495 270 0.0% 0.0% 805 0 0.0% Q2 2026 Aug 10, 2026
PEAK6 LLC History No change 4,500 270 0.0% 0.0% 806 0 0.0% Q2 2026 Aug 12, 2026
Hexagon Capital Partners LLC History No change 4,507 270 0.04% 0.04% 807 0 0.0% Q2 2026 Aug 06, 2026
Caldwell Trust Co History No change 4,497 270 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 03, 2026
Payne Capital LLC History No change 4,483 269 0.22% 0.22% 809 0 0.0% Q2 2026 Aug 11, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 4,489 269 0.04% 0.04% 810 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 4,460 268 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 29, 2026
SouthState Bank Corp History No change 4,454 267 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 06, 2026
Whetstone Capital Advisors, LLC History No change 4,444 267 0.07% 0.07% 813 0 0.0% Q2 2026 Aug 14, 2026
Eagle Bay Advisors LLC History No change 4,448 267 0.2% 0.2% 814 0 0.0% Q2 2026 Aug 03, 2026
Cooper Financial Group History Added to 4,391 266 0.02% 0.02% 816 +271 6.58% Q3 2026 Oct 07, 2026
Fulcrum Capital LLC History No change 4,441 266 0.05% 0.05% 815 0 0.0% Q2 2026 Jul 20, 2026
Fielder Capital Group LLC History No change 4,435 266 0.06% 0.06% 817 0 0.0% Q2 2026 Aug 06, 2026
Legacy Private Trust Co. History No change 4,374 265 0.01% 0.01% 818 0 0.0% Q3 2026 Oct 06, 2026
Venturi Wealth Management, LLC History No change 4,421 265 0.01% 0.01% 819 0 0.0% Q2 2026 Jul 20, 2026
Simplicity Wealth,LLC History No change 4,415 265 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 4,401 264 0.03% 0.03% 821 0 0.0% Q2 2026 Jul 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 4,377 263 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 14, 2026
Maia Wealth LLC History No change 4,380 263 0.04% 0.04% 823 0 0.0% Q2 2026 Jul 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 4,349 261 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 27, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 4,341 260 0.08% 0.08% 825 0 0.0% Q2 2026 Jul 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,340 260 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
Empire Financial Management Company, LLC History No change 4,333 260 0.1% 0.1% 827 0 0.0% Q2 2026 Aug 14, 2026
Brown Financial Advisors History No change 4,306 258 0.09% 0.09% 828 0 0.0% Q2 2026 Aug 26, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,267 256 0.04% 0.04% 829 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 4,267 256 0.0% 0.0% 830 0 0.0% Q2 2026 Jul 16, 2026
Eagle Strategies LLC History No change 4,270 256 0.03% 0.03% 831 0 0.0% Q2 2026 Jul 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,251 255 0.01% 0.01% 832 0 0.0% Q2 2026 Jul 27, 2026
Independence Wealth Advisors, LLC History No change 4,236 254 0.13% 0.13% 833 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,212 253 0.01% 0.01% 834 0 0.0% Q2 2026 Aug 04, 2026
Platform Technology Partners History No change 4,223 253 0.04% 0.04% 835 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Family Office, LLC History No change 4,209 253 0.13% 0.13% 836 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 4,186 251 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 22, 2026
GENESIS PRIVATE WEALTH, LLC History No change 4,189 251 0.07% 0.07% 838 0 0.0% Q2 2026 Jul 13, 2026
CreativeOne Wealth, LLC History No change 4,145 249 0.01% 0.01% 839 0 0.0% Q2 2026 Aug 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History New 4,094 248 0.02% — 842 +4,094 New Q3 2026 Oct 07, 2026
Pekin Hardy Strauss, Inc. History No change 4,136 248 0.02% 0.02% 840 0 0.0% Q2 2026 Jul 30, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 4,136 248 0.06% 0.06% 841 0 0.0% Q2 2026 Jul 15, 2026
Freestone Capital Holdings, LLC History No change 4,114 247 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 4,117 247 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 4,043 243 0.06% 0.06% 845 0 0.0% Q2 2026 Jul 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,041 242 0.04% 0.04% 846 0 0.0% Q2 2026 Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4,040 242 0.01% 0.01% 847 0 0.0% Q2 2026 Jul 20, 2026
Lafayette Investments, Inc. History No change 4,016 241 0.04% 0.04% 848 0 0.0% Q2 2026 Aug 11, 2026
Penobscot Investment Management Company, Inc. History No change 4,020 241 0.02% 0.02% 849 0 0.0% Q2 2026 Jul 24, 2026
J.M. Arbour, LLC History No change 4,013 241 0.21% 0.21% 850 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 3,987 240 0.07% 0.07% 851 0 0.0% Q2 2026 Aug 04, 2026
Welch Group, LLC History No change 3,967 238 0.01% 0.01% 852 0 0.0% Q2 2026 Jul 23, 2026
InTrack Investment Management Inc History No change 3,969 238 0.12% 0.12% 853 0 0.0% Q2 2026 Jul 17, 2026
Icon Wealth Advisors, LLC History No change 3,963 238 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 05, 2026
Cromwell Holdings LLC History No change 3,950 237 0.11% 0.11% 855 0 0.0% Q2 2026 Jul 13, 2026
Fort Sheridan Advisors LLC History No change 3,939 236 0.03% 0.03% 856 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 3,932 236 0.02% 0.02% 857 0 0.0% Q2 2026 Aug 05, 2026
INVESTED ADVISORS History No change 3,937 236 0.21% 0.21% 858 0 0.0% Q2 2026 Aug 04, 2026
SYM FINANCIAL Corp History No change 3,915 235 0.02% 0.02% 859 0 0.0% Q2 2026 Aug 04, 2026
Clear Harbor Asset Management, LLC History No change 3,912 235 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 12, 2026
WoodTrust Financial Corp History No change 3,865 235 0.03% 0.03% 861 0 0.0% Q3 2026 Oct 09, 2026
Tacita Capital Inc History No change 3,909 235 0.13% 0.13% 862 0 0.0% Q2 2026 Aug 10, 2026
SIERRA OCEAN, LLC History No change 3,914 235 0.16% 0.16% 863 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 3,877 234 0.01% 0.01% 864 0 0.0% Q2 2026 Jul 28, 2026
Kuhn & Co Investment Counsel History No change 3,900 234 0.14% 0.14% 865 0 0.0% Q2 2026 Jul 31, 2026
Hummer Financial Advisory Services Inc History Reduced 3,838 233 0.15% 0.19% 867 -952 -19.87% Q3 2026 Oct 08, 2026
Mesirow Financial Investment Management, Inc. History No change 3,892 233 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 22, 2026
Five Oceans Advisors History No change 3,891 233 0.07% 0.07% 868 0 0.0% Q2 2026 Jul 15, 2026
V-Square Quantitative Management LLC History No change 3,886 233 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 3,874 232 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 11, 2026
Paragon Private Wealth Management, LLC History No change 3,869 232 0.06% 0.06% 871 0 0.0% Q2 2026 Jul 28, 2026
Embree Financial Group History No change 3,862 232 0.02% 0.02% 872 0 0.0% Q2 2026 Jul 15, 2026
Intergy Private Wealth, LLC History No change 3,857 231 0.05% 0.05% 873 0 0.0% Q2 2026 Jul 17, 2026
Carrera Capital Advisors History No change 3,850 231 0.03% 0.03% 874 0 0.0% Q2 2026 Aug 03, 2026
BARD ASSOCIATES INC History No change 3,832 230 0.05% 0.05% 875 0 0.0% Q2 2026 Aug 11, 2026
Capital Advantage, Inc. History No change 3,842 230 0.03% 0.03% 876 0 0.0% Q2 2026 Jul 13, 2026
National Philanthropic Trust History No change 3,838 230 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 3,822 229 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 09, 2026
Nilsine Partners, LLC History No change 3,799 228 0.02% 0.02% 879 0 0.0% Q2 2026 Jul 24, 2026
Symphony Financial, Ltd. Co. History No change 3,701 226 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 03, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 3,756 225 0.06% 0.06% 881 0 0.0% Q2 2026 Aug 17, 2026
Capital Analysts, LLC History No change 3,748 225 0.01% 0.01% 882 0 0.0% Q2 2026 Aug 05, 2026
Newman Dignan & Sheerar, Inc. History No change 3,730 224 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,696 222 0.01% 0.01% 884 0 0.0% Q2 2026 Jul 28, 2026
Grove Bank & Trust History Reduced 3,640 221 0.02% 0.02% 885 -1 -0.03% Q3 2026 Oct 08, 2026
LGT Group Foundation History No change 3,688 221 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 10, 2026
Sunpointe, LLC History No change 3,657 219 0.06% 0.06% 887 0 0.0% Q2 2026 Jul 24, 2026
TritonPoint Partners, LLC History No change 3,608 216 0.02% 0.02% 888 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Reduced 3,472 215 0.01% 0.01% 892 -285 -7.59% Q3 2026 Oct 09, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,592 215 0.02% 0.02% 889 0 0.0% Q2 2026 Aug 04, 2026
Community Financial Services Group, LLC History No change 3,543 215 0.03% 0.03% 890 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 3,587 215 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,560 214 0.02% 0.02% 893 0 0.0% Q2 2026 Aug 07, 2026
Parvin Asset Management, LLC History No change 3,567 214 0.17% 0.17% 894 0 0.0% Q2 2026 Aug 14, 2026
Birch Hill Investment Advisors LLC History No change 3,554 213 0.01% 0.01% 895 0 0.0% Q2 2026 Jul 21, 2026
Bridgelight Financial Advisors, Inc. History No change 3,526 212 0.15% 0.15% 896 0 0.0% Q2 2026 Jul 30, 2026
NerdWallet Wealth Partners, LLC History No change 3,466 208 0.07% 0.07% 897 0 0.0% Q2 2026 Jul 07, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 3,458 207 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 15, 2026
GSA CAPITAL PARTNERS LLP History No change 3,445 207 0.01% 0.01% 899 0 0.0% Q2 2026 Aug 06, 2026
S.A. Mason LLC History No change 3,448 207 0.06% 0.06% 900 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 3,448 207 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 3,458 207 0.01% 0.01% 902 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,419 205 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 08, 2026
Independent Wealth Network Inc. History No change 3,423 205 0.05% 0.05% 904 0 0.0% Q2 2026 Jul 20, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 3,371 204 0.15% 0.17% 906 -324 -8.77% Q3 2026 Oct 09, 2026
VALLEY NATIONAL ADVISERS INC History No change 3,397 204 0.02% 0.02% 905 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 3,387 203 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 28, 2026
Live Oak Private Wealth LLC History No change 3,373 202 0.03% 0.03% 908 0 0.0% Q2 2026 Jul 20, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 3,373 202 0.13% 0.13% 909 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 3,358 201 0.01% 0.01% 910 0 0.0% Q2 2026 Aug 05, 2026
Essex Bank History No change 3,355 201 0.04% 0.04% 911 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 3,340 200 0.02% 0.02% 912 0 0.0% Q2 2026 Jul 09, 2026
Bruce G. Allen Investments, LLC History No change 3,330 200 0.13% 0.13% 913 0 0.0% Q2 2026 Jul 31, 2026
Axxion S.A. History No change 3,337 200 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 14, 2026
Acumen Wealth Advisors, LLC History No change 3,288 197 0.04% 0.04% 915 0 0.0% Q2 2026 Aug 03, 2026
PlanVest Financial, Inc History No change 3,222 193 0.13% 0.13% 916 0 0.0% Q2 2026 Aug 10, 2026
TORONTO DOMINION BANK History No change 3,175 191 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 3,151 189 0.02% 0.02% 918 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History No change 3,128 188 0.02% 0.02% 919 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 3,098 186 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 23, 2026
SITTNER & NELSON, LLC History No change 3,038 182 0.06% 0.06% 921 0 0.0% Q2 2026 Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,659 159 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 2,642 158 0.03% 0.03% 923 0 0.0% Q2 2026 Aug 04, 2026
Purpose Unlimited Inc. History No change 2,599 156 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,585 155 0.03% 0.03% 925 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,497 150 0.06% 0.06% 926 0 0.0% Q2 2026 Aug 05, 2026
Meramec Financial Planners, LLC History No change 2,299 141 0.05% 0.05% 927 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 2,310 138 0.01% 0.01% 928 0 0.0% Q2 2026 Aug 05, 2026
AMERIFLEX GROUP, INC. History No change 2,269 136 0.06% 0.06% 929 0 0.0% Q2 2026 Aug 13, 2026
Riverview Trust Co History No change 2,233 134 0.16% 0.16% 930 0 0.0% Q2 2026 Jul 31, 2026
Cape Investment Advisory, Inc. History No change 2,208 132 0.04% 0.04% 931 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 2,200 132 0.04% 0.04% 932 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 2,140 128 0.05% 0.05% 933 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 2,082 125 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,957 117 0.0% 0.0% 935 0 0.0% Q2 2026 Aug 06, 2026
Corient IA LP History No change 1,949 117 0.11% 0.11% 936 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,934 116 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 17, 2026
Strategic Wealth Partners, Ltd. History No change 1,926 115 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 1,894 113 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 21, 2026
ALBION FINANCIAL GROUP /UT History No change 1,842 110 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 22, 2026
TIAA Wealth Investment Management LLC History No change 1,803 108 0.0% 0.0% 941 0 0.0% Q2 2026 Aug 10, 2026
Hara Capital LLC History No change 1,672 100 0.05% 0.05% 942 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 1,662 99 0.01% 0.01% 943 0 0.0% Q2 2026 Jul 14, 2026
Westside Investment Management, Inc. History No change 1,570 94 0.01% 0.01% 944 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 1,486 89 0.01% 0.01% 945 0 0.0% Q2 2026 Jul 29, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,475 88 0.0% 0.0% 946 0 0.0% Q2 2026 Aug 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,446 86 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 1,418 85 0.0% 0.0% 948 0 0.0% Q2 2026 Jul 31, 2026
Institute for Wealth Management, LLC. History No change 1,417 85 0.01% 0.01% 949 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History No change 1,385 83 0.02% 0.02% 950 0 0.0% Q2 2026 Aug 07, 2026
ABOUND FINANCIAL, LLC History No change 1,390 83 0.03% 0.03% 951 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 1,349 82 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 07, 2026
Dorato Capital Management History No change 1,357 82 0.05% 0.06% 953 0 0.0% Q3 2026 Oct 08, 2026
Avalon Trust Co History No change 1,333 80 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 06, 2026
Davis Capital Management History Reduced 1,285 78 0.05% 0.05% 955 -62 -4.6% Q3 2026 Oct 08, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,288 77 0.06% 0.06% 956 0 0.0% Q2 2026 Jul 24, 2026
Pingora Partners LLC History No change 1,236 74 0.04% 0.04% 957 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 1,200 72 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 20, 2026
TFC Financial Management, Inc. History No change 1,194 71 0.01% 0.01% 959 0 0.0% Q2 2026 Jul 23, 2026
Millstone Evans Group, LLC History No change 1,192 71 0.04% 0.04% 960 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 1,186 71 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 1,188 71 0.03% 0.03% 962 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History No change 1,172 70 0.0% 0.0% 963 0 0.0% Q2 2026 Jul 17, 2026
Harbor Asset Planning, Inc. History No change 1,156 69 0.05% 0.05% 964 0 0.0% Q2 2026 Jul 22, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,142 68 0.01% 0.01% 965 0 0.0% Q2 2026 Jul 27, 2026
Leonteq Securities AG History No change 1,113 66 0.0% 0.0% 966 0 0.0% Q2 2026 Jul 27, 2026
Advocate Investing Services LLC History No change 1,100 66 0.05% 0.05% 967 0 0.0% Q2 2026 Jul 28, 2026
True Wealth Design, LLC History No change 1,083 65 0.02% 0.02% 968 0 0.0% Q2 2026 Jul 16, 2026
Silver Grove Financial Group, Inc. History No change 1,054 63 0.03% 0.03% 969 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,023 61 0.0% 0.0% 970 0 0.0% Q2 2026 Jul 14, 2026
FIRST UNITED BANK & TRUST History No change 1,027 61 0.02% 0.02% 971 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,022 61 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 07, 2026
Blume Capital Management, Inc. History No change 1,022 61 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History No change 1,015 61 0.01% 0.01% 974 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 973 58 0.02% 0.02% 975 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 952 57 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 27, 2026
Prestige Wealth Management Group LLC History No change 918 55 0.01% 0.01% 977 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 925 55 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 899 54 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 888 53 0.0% 0.0% 980 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 896 53 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Independent Advisors History No change 898 53 0.14% 0.14% 982 0 0.0% Q2 2026 Aug 04, 2026
Olistico Wealth, LLC History No change 888 53 0.02% 0.02% 983 0 0.0% Q3 2026 Oct 05, 2026
Heritage Wealth Advisors History No change 837 50 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 816 49 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 792 47 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 752 45 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 10, 2026
First Command Advisory Services, Inc. History No change 739 44 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 739 44 0.02% 0.02% 989 0 0.0% Q2 2026 Jul 17, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 726 43 0.01% 0.01% 990 0 0.0% Q2 2026 Aug 07, 2026
LGT Financial Advisors LLC History No change 718 43 0.23% 0.23% 991 0 0.0% Q2 2026 Jul 24, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 722 43 0.02% 0.02% 992 0 0.0% Q2 2026 Jul 22, 2026
Oakworth Capital, Inc. History No change 685 41 0.0% 0.0% 993 0 0.0% Q2 2026 Jul 22, 2026
Financial Management Professionals, Inc. History No change 669 40 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 09, 2026
MCF Advisors LLC History No change 673 40 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 12, 2026
Bayforest Capital Ltd History No change 659 39 0.04% 0.04% 996 0 0.0% Q2 2026 Aug 05, 2026
PALLADIEM, LLC History No change 627 37 0.04% 0.04% 997 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 630 37 0.02% 0.02% 998 0 0.0% Q2 2026 Aug 10, 2026
Evolution Advisers, Inc. History No change 622 37 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 31, 2026
TD Capital Management LLC History No change 602 36 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 06, 2026
Murphy & Mullick Capital Management Corp History No change 611 36 0.02% 0.02% 1001 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 612 36 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 15, 2026
Bogart Wealth, LLC History No change 597 35 0.0% 0.0% 1003 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History Added to 576 34 0.0% 0.0% 1004 +16 2.86% Q3 2026 Oct 08, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 554 33 0.01% 0.01% 1005 0 0.0% Q2 2026 Jul 09, 2026
Truvestments Capital LLC History No change 549 33 0.0% 0.0% 1006 0 0.0% Q2 2026 Aug 12, 2026
Financial Perspectives, Inc History No change 564 33 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 558 33 0.02% 0.02% 1008 0 0.0% Q2 2026 Jul 27, 2026
GODSEY & GIBB, INC History No change 533 32 0.0% 0.0% 1009 0 0.0% Q2 2026 Jul 13, 2026
Financial Avengers, Inc. History No change 544 32 0.01% 0.01% 1010 0 0.0% Q2 2026 Aug 18, 2026
High Point Wealth Management, LLC History No change 534 32 0.03% 0.03% 1011 0 0.0% Q2 2026 Jul 20, 2026
COUNTRY TRUST BANK History No change 529 31 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 15, 2026
PETERSON WEALTH MANAGEMENT History No change 505 30 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 30, 2026
Hickory Point Bank & Trust History No change 509 30 0.02% 0.02% 1014 0 0.0% Q3 2026 Oct 01, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 483 29 0.01% 0.01% 1015 0 0.0% Q2 2026 Sep 02, 2026
Johnson Financial Group, Inc. History No change 491 29 0.0% 0.0% 1016 0 0.0% Q2 2026 Aug 10, 2026
NFSG Corp History No change 496 29 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 14, 2026
Brentview Investment Management LLC History No change 491 29 0.01% 0.01% 1018 0 0.0% Q2 2026 Jul 30, 2026
Roble, Belko & Company, Inc History No change 470 28 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 24, 2026
Frazier Financial Advisors, LLC History No change 475 28 0.01% 0.01% 1020 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 476 28 0.05% 0.05% 1021 0 0.0% Q2 2026 Aug 10, 2026
WPG Advisers, LLC History No change 478 28 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 05, 2026
Roxbury Financial LLC History Added to 455 27 0.02% 0.02% 1026 +2 0.44% Q3 2026 Oct 01, 2026
Global Trust Asset Management, LLC History No change 461 27 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 03, 2026
SJS Investment Consulting Inc. History No change 462 27 0.0% 0.0% 1024 0 0.0% Q2 2026 Jul 22, 2026
Financial Life Planners History No change 450 27 0.02% 0.02% 1025 0 0.0% Q2 2026 Jul 21, 2026
TOMPKINS FINANCIAL CORP History New 444 26 0.0% — 1030 +444 New Q3 2026 Oct 05, 2026
Financial Gravity Companies, Inc. History No change 447 26 0.0% 0.0% 1027 0 0.0% Q2 2026 Aug 05, 2026
VSM Wealth Advisory, LLC History No change 444 26 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 22, 2026
10Elms LLP History No change 449 26 0.01% 0.01% 1029 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 416 25 0.0% 0.0% 1031 0 0.0% Q3 2026 Oct 06, 2026
Vermillion Wealth Management, Inc. History No change 420 25 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 15, 2026
City State Bank History No change 426 25 0.01% 0.01% 1033 0 0.0% Q2 2026 Jul 14, 2026
Kilter Group LLC History No change 428 25 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 389 23 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 15, 2026
Allied Private Wealth LLC History No change 387 23 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 09, 2026
Towne Trust Company, N.A History No change 372 22 0.01% 0.01% 1037 0 0.0% Q2 2026 Jul 30, 2026
WEBSTER BANK, N. A. History No change 372 22 0.0% 0.0% 1038 0 0.0% Q2 2026 Jul 20, 2026
Cassaday & Co Wealth Management LLC History No change 371 22 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 380 22 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 11, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 355 21 0.0% — 1050 +355 New Q3 2026 Oct 07, 2026
BARRETT & COMPANY, INC. History No change 355 21 0.01% 0.01% 1041 0 0.0% Q2 2026 Jul 24, 2026
BAILLIE GIFFORD & CO History No change 350 21 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 06, 2026
CHELSEA COUNSEL CO History No change 354 21 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON-ALTUS USA INC. History No change 384 21 0.01% 0.01% 1044 0 0.0% Q2 2026 Sep 17, 2026
Core Alternative Capital History No change 355 21 0.01% 0.01% 1045 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 345 21 0.0% 0.0% 1046 0 0.0% Q2 2026 Jul 29, 2026
Boreal Capital Management LLC History No change 351 21 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 357 21 0.02% 0.02% 1048 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 364 21 0.01% 0.01% 1049 0 0.0% Q2 2026 Jul 30, 2026
BAYBAN History No change 344 20 0.02% 0.02% 1051 0 0.0% Q2 2026 Jul 30, 2026
GW&K Investment Management, LLC History No change 315 19 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 12, 2026
JNBA Financial Advisors History No change 318 19 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 23, 2026
Citizens National Bank Trust Department History No change 318 19 0.0% 0.0% 1054 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 326 19 0.0% 0.0% 1055 0 0.0% Q2 2026 Jul 30, 2026
American Capital Advisory, LLC History No change 330 19 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 28, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 301 18 0.01% 0.01% 1059 +121 67.22% Q3 2026 Oct 07, 2026
FINANCIAL CONSULATE, INC History No change 303 18 0.0% 0.0% 1057 0 0.0% Q2 2026 Jul 23, 2026
Measured Wealth Private Client Group, LLC History No change 307 18 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 10, 2026
MTM Investment Management, LLC History No change 284 17 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 03, 2026
Richard W. Paul & Associates, LLC History No change 287 17 0.01% 0.01% 1061 0 0.0% Q2 2026 Aug 10, 2026
Quintet Private Bank (Europe) S.A. History No change 288 17 0.0% 0.0% 1062 0 0.0% Q3 2026 Oct 08, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 285 17 0.0% 0.0% 1063 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 298 17 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 13, 2026
Atlatl Advisers LLC History No change 282 16 0.0% 0.0% 1065 0 0.0% Q2 2026 Jul 22, 2026
Seneschal Advisors, LLC History No change 280 16 0.01% 0.01% 1066 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 268 16 0.0% 0.0% 1067 0 0.0% Q2 2026 Jul 21, 2026
HHM Wealth Advisors, LLC History No change 258 15 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 13, 2026
Kozak & Associates, Inc. History No change 261 15 0.0% 0.0% 1069 0 0.0% Q2 2026 Jul 02, 2026
IFS Advisors, LLC History No change 266 15 0.01% 0.01% 1070 0 0.0% Q2 2026 Aug 10, 2026
WOLFF WIESE MAGANA LLC History No change 259 15 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 13, 2026
Smallwood Wealth Investment Management, LLC History No change 266 15 0.01% 0.01% 1072 0 0.0% Q2 2026 Jul 23, 2026
Lodestone Wealth Management LLC History No change 261 15 0.01% 0.01% 1073 0 0.0% Q2 2026 Jul 23, 2026
Markowski Investments History No change 266 15 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 241 14 0.0% 0.0% 1075 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 245 14 0.0% 0.0% 1076 0 0.0% Q2 2026 Jul 28, 2026
SRH ADVISORS, LLC History No change 236 14 0.0% 0.0% 1077 0 0.0% Q2 2026 Jul 24, 2026
1620 INVESTMENT ADVISORS, INC. History No change 234 14 0.01% 0.01% 1078 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Advisors History No change 222 13 0.0% 0.0% 1079 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 222 13 0.0% 0.0% 1080 0 0.0% Q3 2026 Oct 07, 2026
West Branch Capital LLC History No change 209 12 0.0% 0.0% 1081 0 0.0% Q2 2026 Jul 10, 2026
SOA Wealth Advisors, LLC. History No change 201 12 0.0% 0.0% 1082 0 0.0% Q2 2026 Jul 21, 2026
Bell Investment Advisors, Inc History No change 212 12 0.0% 0.0% 1083 0 0.0% Q2 2026 Aug 06, 2026
Hamrick Investment Counsel, llc History No change 203 12 0.01% 0.01% 1084 0 0.0% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 197 11 0.0% 0.0% 1085 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Management LLC History No change 198 11 0.01% 0.01% 1086 0 0.0% Q2 2026 Aug 28, 2026
Retirement Wealth Solutions LLC History Added to 172 10 0.01% 0.0% 1091 +49 39.84% Q3 2026 Oct 07, 2026
MONETARY MANAGEMENT GROUP INC History No change 177 10 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 12, 2026
Knights of Columbus Asset Advisors LLC History No change 177 10 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 31, 2026
New England Capital Financial Advisors LLC History No change 167 10 0.0% 0.0% 1089 0 0.0% Q2 2026 Jul 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 177 10 0.01% 0.01% 1090 0 0.0% Q2 2026 Aug 10, 2026
Provenance Wealth Advisors, LLC History No change 176 10 0.0% 0.0% 1092 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 181 10 0.0% 0.0% 1093 0 0.0% Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 177 10 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 163 9 0.0% 0.0% 1095 0 0.0% Q2 2026 Jul 20, 2026
Cedar Mountain Advisors, LLC History No change 153 9 0.0% 0.0% 1096 0 0.0% Q2 2026 Jul 02, 2026
Concord Wealth Partners History No change 159 9 0.0% 0.0% 1097 0 0.0% Q2 2026 Jul 27, 2026
CGC Financial Services, LLC History No change 159 9 0.0% 0.0% 1098 0 0.0% Q2 2026 Jul 13, 2026
Principia Wealth Advisory, LLC History No change 156 9 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 26, 2026
ENTRUST FINANCIAL LLC History No change 157 9 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 20, 2026
Downshift Financial, LLC History No change 155 9 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 147 8 0.0% 0.0% 1102 0 0.0% Q2 2026 Jul 16, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 142 8 0.0% 0.0% 1103 0 0.0% Q2 2026 Sep 18, 2026
Asset Dedication, LLC History No change 134 8 0.0% 0.0% 1104 0 0.0% Q2 2026 Jul 30, 2026
General Partner, Inc. History No change 148 8 0.0% 0.0% 1105 0 0.0% Q3 2026 Oct 05, 2026
Key FInancial Inc History No change 137 8 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 24, 2026
BankPlus Trust Department History No change 142 8 0.0% 0.0% 1107 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 130 7 0.0% 0.0% 1108 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 133 7 0.0% 0.0% 1109 0 0.0% Q2 2026 Aug 03, 2026
Brooklyn FI, LLC History No change 118 7 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 04, 2026
Nemes Rush Group LLC History No change 121 7 0.0% 0.0% 1111 0 0.0% Q2 2026 Aug 14, 2026
Tripletail Wealth Management, LLC History No change 117 7 0.01% 0.01% 1112 0 0.0% Q2 2026 Aug 14, 2026
S&T BANK/PA History No change 115 6 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 12, 2026
ADIRONDACK TRUST CO History No change 116 6 0.0% 0.0% 1114 0 0.0% Q2 2026 Jul 16, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 113 6 0.0% 0.0% 1115 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 101 6 0.0% 0.0% 1116 0 0.0% Q2 2026 Jul 21, 2026
Plante Moran Financial Advisors, LLC History No change 109 6 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 115 6 0.0% 0.0% 1118 0 0.0% Q2 2026 Jul 27, 2026
Costello Asset Management, INC History No change 100 6 0.0% 0.0% 1119 0 0.0% Q2 2026 Jul 28, 2026
Piscataqua Savings Bank History No change 115 6 0.0% 0.0% 1120 0 0.0% Q2 2026 Jul 09, 2026
Glass Jacobson Investment Advisors llc History No change 110 6 0.0% 0.0% 1121 0 0.0% Q2 2026 Jul 30, 2026
UNION SAVINGS BANK History No change 111 6 0.0% 0.0% 1122 0 0.0% Q2 2026 Jul 23, 2026
Nova Wealth Management, Inc. History No change 100 6 0.0% 0.0% 1123 0 0.0% Q2 2026 Jul 13, 2026
Miller Global Investments, LLC History No change 115 6 0.0% 0.0% 1124 0 0.0% Q3 2026 Oct 02, 2026
Planning Strategies Inc. History New 90 5 0.0% — 1131 +90 New Q3 2026 Oct 02, 2026
KELLEHER FINANCIAL ADVISORS History No change 88 5 0.0% 0.0% 1125 0 0.0% Q2 2026 Aug 06, 2026
Pflug Koory, LLC History No change 88 5 0.0% 0.0% 1126 0 0.0% Q2 2026 Jul 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 88 5 0.0% 0.0% 1127 0 0.0% Q2 2026 Aug 07, 2026
YANKCOM Partnership History No change 91 5 0.0% 0.0% 1128 0 0.0% Q2 2026 Jul 21, 2026
Rialto Wealth Management, LLC History No change 88 5 0.0% 0.0% 1129 0 0.0% Q2 2026 Aug 11, 2026
NorthAvenue LLC History No change 88 5 0.0% 0.0% 1130 0 0.0% Q2 2026 Jul 21, 2026
BOK Financial Private Wealth, Inc. History No change 81 4 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 07, 2026
MV CAPITAL MANAGEMENT, INC. History No change 77 4 0.0% 0.0% 1133 0 0.0% Q2 2026 Jul 30, 2026
Tower View Wealth Management LLC History No change 82 4 0.0% 0.0% 1134 0 0.0% Q2 2026 Jul 24, 2026
Nalls Sherbakoff Group, LLC History No change 71 4 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 17, 2026
Arlington Trust Co LLC History No change 70 4 0.0% 0.0% 1136 0 0.0% Q2 2026 Jul 07, 2026
Quest 10 Wealth Builders, Inc. History No change 79 4 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 24, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 82 4 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 07, 2026
Whipplewood Advisors, LLC History No change 76 4 0.0% 0.0% 1139 0 0.0% Q2 2026 Jul 27, 2026
Holos Integrated Wealth LLC History No change 69 4 0.0% 0.0% 1140 0 0.0% Q2 2026 Jul 15, 2026
Medallion Wealth Advisors, LLC History No change 77 4 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 14, 2026
NBT BANK, N.A. History No change 66 3 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 29, 2026
Indiana Trust & Investment Management Co History No change 53 3 0.0% 0.0% 1143 0 0.0% Q2 2026 Jul 22, 2026
Jackson, Grant Investment Advisers, Inc. History No change 52 3 0.0% 0.0% 1144 0 0.0% Q2 2026 Jul 31, 2026
Providence Capital Advisors, LLC History No change 51 3 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 11, 2026
Commonwealth Retirement Investments LLC History No change 63 3 0.0% 0.0% 1146 0 0.0% Q2 2026 Aug 03, 2026
ATWOOD & PALMER INC History No change 37 2 0.0% 0.0% 1147 0 0.0% Q3 2026 Oct 08, 2026
HOEY INVESTMENTS, INC History No change 45 2 0.0% 0.0% 1148 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 37 2 0.0% 0.0% 1149 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 43 2 0.0% 0.0% 1150 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History New 24 1 0.0% — 1171 +24 New Q3 2026 Oct 08, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 15 1 0.0% 0.0% 1151 0 0.0% Q2 2026 Aug 18, 2026
Darwin Wealth Management, LLC History No change 30 1 0.0% 0.0% 1152 0 0.0% Q2 2026 Jul 21, 2026
Silicon Valley Capital Partners History No change 19 1 0.0% 0.0% 1153 0 0.0% Q2 2026 Sep 21, 2026
DHJJ Financial Advisors, Ltd. History No change 22 1 0.0% 0.0% 1154 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Asset Management, LLC History No change 24 1 0.0% 0.0% 1155 0 0.0% Q2 2026 Aug 11, 2026
Covestor Ltd History No change 22 1 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 23 1 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 07, 2026
Trifecta Capital Advisors, LLC History No change 19 1 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 03, 2026
Centennial Bank/AR/ History No change 27 1 0.0% 0.0% 1159 0 0.0% Q2 2026 Aug 10, 2026
Gold Investment Management Ltd. History No change 21 1 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 05, 2026
Rakuten Securities, Inc. History No change 25 1 0.0% 0.0% 1161 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 18 1 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 22 1 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 20 1 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 20 1 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Management PBC History No change 32 1 0.0% 0.0% 1166 0 0.0% Q3 2026 Oct 01, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 29 1 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 24 1 0.0% 0.0% 1168 0 0.0% Q2 2026 Jul 06, 2026
Monetary Solutions, Ltd History No change 18 1 0.0% 0.0% 1169 0 0.0% Q2 2026 Jul 23, 2026
Paladin Partners, LLC History No change 32 1 0.0% 0.0% 1170 0 0.0% Q3 2026 Oct 06, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.01% — -1,854 -100.0% Q3 2026 Oct 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
CKW FINANCIAL GROUP History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Trust Co History No change 10 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Stone House Investment Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Elevated Capital Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cordant, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Robbins Farley History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Abound Wealth Management History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Caitong International Asset Management Co., Ltd History No change 13 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Mosley Wealth Management History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Fairman Group, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
WealthCollab, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Investors Portfolio Services LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Godfrey Financial Associates, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026