iSHARES TRUST - USMV

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
FMR LLC History No change 15,350,328 1,480,692 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 14,642,755 1,412,440 0.38% 0.38% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 14,034,510 1,353,768 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 12,345,824 1,190,878 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 7,953,963 767,239 0.17% 0.17% 5 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 4,702,673 458,517 0.77% 0.77% 6 0 0.0% Q2 2026 Jul 15, 2026
Millburn Ridgefield LLC /DE/ History No change 4,455,291 429,757 8.14% 8.14% 7 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 4,455,291 429,757 7.13% 7.13% 8 0 0.0% Q2 2026 Jul 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,247,471 409,711 0.2% 0.2% 9 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,763,692 363,023 0.09% 0.09% 10 0 0.0% Q2 2026 Sep 23, 2026
BlackRock, Inc. History No change 3,457,587 333,518 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 3,396,004 327,578 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,119,340 300,891 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 2,168,165 209,141 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 2,029,125 195,120 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,884,255 181,849 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,816,713 175,240 0.22% 0.22% 17 0 0.0% Q2 2026 Jul 29, 2026
SEI INVESTMENTS CO History No change 1,582,221 152,622 0.13% 0.13% 18 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,556,142 150,105 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,449,879 139,855 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 1,419,542 136,929 0.64% 0.64% 21 0 0.0% Q2 2026 Aug 18, 2026
Cerity Partners LLC History No change 1,373,229 132,462 0.16% 0.16% 22 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 1,346,488 129,882 0.22% 0.22% 23 0 0.0% Q2 2026 Jul 30, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,257,338 120,693 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,209,687 116,686 0.85% 0.85% 25 0 0.0% Q2 2026 Jul 23, 2026
Geneos Wealth Management Inc. History No change 1,177,268 113,559 2.32% 2.32% 26 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 1,114,252 107,480 0.11% 0.11% 27 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,093,909 105,518 0.24% 0.24% 28 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,067,976 103,016 0.13% 0.13% 29 0 0.0% Q2 2026 Aug 19, 2026
Horizon Investments, LLC History No change 943,459 91,006 1.0% 1.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 928,271 89,540 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 908,696 87,683 0.1% 0.1% 32 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 851,515 82,137 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 06, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 837,287 80,881 2.91% 2.91% 34 0 0.0% Q2 2026 Jul 23, 2026
Brookstone Capital Management History No change 818,996 79,000 0.79% 0.79% 35 0 0.0% Q2 2026 Jul 15, 2026
CAPTRUST FINANCIAL ADVISORS History No change 725,620 69,993 0.11% 0.11% 36 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 721,422 69,588 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 706,484 68,147 0.2% 0.2% 38 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 686,315 66,201 0.25% 0.25% 39 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 673,975 65,011 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 668,232 64,457 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 627,522 60,531 0.12% 0.12% 42 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 600,897 57,962 0.27% 0.27% 43 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 595,110 57,404 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 558,307 53,854 0.27% 0.27% 45 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 497,800 48,017 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 467,953 45,138 0.65% 0.65% 47 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 440,532 42,493 0.09% 0.09% 48 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 427,816 41,267 0.27% 0.27% 49 0 0.0% Q2 2026 Sep 08, 2026
High Probability Advisors, LLC History No change 417,169 40,240 4.3% 4.3% 50 0 0.0% Q2 2026 Jul 13, 2026
BARCLAYS PLC History No change 411,404 39,684 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 387,700 37,397 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 386,309 37,263 0.16% 0.16% 53 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 375,016 36,173 0.04% 0.04% 54 0 0.0% Q2 2026 Jul 28, 2026
Symmetry Partners, LLC History No change 357,531 34,487 1.76% 1.76% 55 0 0.0% Q2 2026 Jul 23, 2026
Klingman & Associates, LLC History No change 354,842 34,228 1.46% 1.46% 56 0 0.0% Q2 2026 Jul 29, 2026
ARS Wealth Advisors Group, LLC History No change 352,667 34,018 2.66% 2.66% 57 0 0.0% Q2 2026 Jul 16, 2026
Lineweaver Wealth Advisors, LLC History No change 330,997 31,927 3.78% 3.78% 58 0 0.0% Q2 2026 Jul 09, 2026
Creative Planning History No change 329,372 31,771 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 306,368 29,552 0.1% 0.1% 60 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 300,365 28,973 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 06, 2026
GDS Wealth Management History No change 289,589 27,933 1.33% 1.33% 62 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 285,277 27,517 0.09% 0.09% 63 0 0.0% Q2 2026 Jul 28, 2026
Vestcor Inc History No change 267,168 25,771 0.64% 0.64% 64 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 257,439 24,841 1.14% 1.14% 65 0 0.0% Q2 2026 Aug 20, 2026
PARK AVENUE SECURITIES LLC History No change 256,280 24,721 0.15% 0.15% 66 0 0.0% Q2 2026 Jul 20, 2026
Meridian Wealth Advisors, LLC History No change 255,013 24,598 2.8% 2.8% 67 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 253,692 24,471 1.05% 1.05% 68 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 251,132 24,224 0.07% 0.07% 69 0 0.0% Q2 2026 Aug 07, 2026
Adaptive Financial Consulting, LLC History No change 241,162 23,262 8.15% 8.15% 70 0 0.0% Q2 2026 Aug 07, 2026
Cassia Capital Partners, LLC History No change 237,046 22,863 11.08% 11.08% 71 0 0.0% Q2 2026 Jul 30, 2026
Well Done, LLC History No change 230,337 22,218 2.99% 2.99% 72 0 0.0% Q2 2026 Jul 24, 2026
Pacific Center for Financial Services History No change 228,692 22,059 4.92% 4.92% 73 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 228,133 22,005 0.27% 0.27% 74 0 0.0% Q2 2026 Aug 07, 2026
Lester Murray Antman dba SimplyRich History No change 226,613 21,859 5.12% 5.12% 75 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 224,607 21,782 0.09% 0.09% 76 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 224,652 21,669 0.33% 0.33% 77 0 0.0% Q2 2026 Aug 03, 2026
Capital Advisors, Ltd. LLC History No change 224,182 21,625 2.18% 2.18% 78 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 223,733 21,581 0.18% 0.18% 79 0 0.0% Q2 2026 Aug 06, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 221,195 21,336 2.7% 2.7% 80 0 0.0% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History No change 219,776 21,199 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 13, 2026
Journey Advisory Group, LLC History No change 219,463 21,169 1.62% 1.62% 82 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 215,785 20,814 0.1% 0.1% 83 0 0.0% Q2 2026 Aug 13, 2026
ANDERSON HOAGLAND & CO History No change 213,114 20,556 1.61% 1.61% 84 0 0.0% Q2 2026 Jul 06, 2026
Dynasty Wealth Management, LLC History No change 199,658 19,259 0.14% 0.14% 85 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 198,781 19,174 0.21% 0.21% 86 0 0.0% Q2 2026 Aug 04, 2026
Wealth Advisors of Iowa, LLC History No change 197,413 19,042 5.16% 5.16% 87 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Partners, LTD. History No change 196,227 18,928 0.19% 0.19% 88 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 195,770 18,884 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 191,781 18,499 5.18% 5.18% 90 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 189,103 18,234 0.1% 0.1% 91 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 183,663 17,716 0.11% 0.11% 92 0 0.0% Q2 2026 Jul 20, 2026
Darrow Company, Inc. History No change 180,315 17,393 6.74% 6.74% 93 0 0.0% Q2 2026 Jul 29, 2026
Aspen Private Advisors, LLC History No change 176,422 17,017 17.07% 17.07% 94 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 175,596 16,937 0.1% 0.1% 95 0 0.0% Q2 2026 Aug 17, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 174,990 16,879 4.26% 4.26% 96 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 174,126 16,796 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 03, 2026
Summit Wealth Partners, LLC History No change 173,650 16,750 2.39% 2.39% 98 0 0.0% Q2 2026 Aug 03, 2026
Asset Advisors Investment Management, LLC History No change 171,637 16,556 1.52% 1.52% 99 0 0.0% Q2 2026 Jul 22, 2026
Leelyn Smith, LLC History No change 165,959 16,008 1.95% 1.95% 100 0 0.0% Q2 2026 Jul 23, 2026
Armbruster Capital Management, Inc. History No change 165,518 15,965 2.38% 2.38% 101 0 0.0% Q2 2026 Jul 16, 2026
Trinity Wealth Management, LLC History No change 154,469 14,900 4.73% 4.73% 102 0 0.0% Q2 2026 Jul 07, 2026
Beacon Bank & Trust History No change 153,496 14,806 2.82% 2.82% 103 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 153,316 14,788 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 152,510 14,711 0.75% 0.75% 105 0 0.0% Q2 2026 Jul 31, 2026
Sequoia Financial Advisors, LLC History No change 150,253 14,493 0.07% 0.07% 106 0 0.0% Q2 2026 Jul 17, 2026
Koenig Investment Advisory, LLC History No change 150,113 14,479 11.25% 11.25% 107 0 0.0% Q2 2026 Jul 16, 2026
Sovereign Investment Advisors, LLC History No change 149,994 14,468 2.72% 2.72% 108 0 0.0% Q2 2026 Aug 14, 2026
Syntegra Private Wealth Group, LLC History No change 149,415 14,412 1.12% 1.12% 109 0 0.0% Q2 2026 Jul 15, 2026
Valmark Advisers, Inc. History No change 148,849 14,358 0.15% 0.15% 110 0 0.0% Q2 2026 Aug 06, 2026
Carrera Capital Advisors History No change 146,448 14,126 2.09% 2.09% 111 0 0.0% Q2 2026 Aug 03, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 146,448 14,126 2.61% 2.61% 112 0 0.0% Q2 2026 Aug 06, 2026
D.A. DAVIDSON & CO. History No change 145,583 14,042 0.08% 0.08% 113 0 0.0% Q2 2026 Jul 24, 2026
KWMG, LLC History No change 144,434 13,932 1.01% 1.01% 114 0 0.0% Q2 2026 Jul 08, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 141,399 13,800 5.83% 5.83% 115 0 0.0% Q2 2026 Jul 14, 2026
KilterHowling LLC History No change 142,089 13,705 6.14% 6.14% 116 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 139,146 13,422 0.05% 0.05% 117 0 0.0% Q2 2026 Aug 11, 2026
VERUS CAPITAL PARTNERS, LLC History No change 138,170 13,327 0.72% 0.72% 118 0 0.0% Q2 2026 Aug 06, 2026
MV CAPITAL MANAGEMENT, INC. History No change 135,164 13,037 1.16% 1.16% 119 0 0.0% Q2 2026 Jul 30, 2026
GOLDMAN SACHS GROUP INC History No change 131,603 12,694 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 131,524 12,686 6.64% 6.64% 121 0 0.0% Q2 2026 Aug 06, 2026
White Pine Investment CO History No change 129,782 12,519 2.67% 2.67% 122 0 0.0% Q2 2026 Jul 20, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 129,736 12,514 3.86% 3.86% 123 0 0.0% Q2 2026 Jul 22, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 129,580 12,499 6.12% 6.12% 124 0 0.0% Q2 2026 Jul 29, 2026
TD Capital Management LLC History No change 126,855 12,236 1.0% 1.0% 125 0 0.0% Q2 2026 Aug 06, 2026
Fortune Financial Advisors, LLC History No change 126,013 12,155 5.2% 5.2% 126 0 0.0% Q2 2026 Jul 22, 2026
JMAC ENTERPRISES LLC History No change 123,482 11,911 2.01% 2.01% 127 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 122,383 11,805 0.1% 0.1% 128 0 0.0% Q2 2026 Jul 27, 2026
Legacy Advisory Services, LLC History No change 122,116 11,779 8.29% 8.29% 129 0 0.0% Q2 2026 Jul 21, 2026
AQR CAPITAL MANAGEMENT LLC History No change 120,825 11,654 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 118,607 11,440 0.19% 0.19% 131 0 0.0% Q2 2026 Jul 31, 2026
Diversify Advisory Services, LLC History No change 115,466 11,263 0.19% 0.19% 132 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 115,466 11,263 0.19% 0.19% 133 0 0.0% Q2 2026 Jul 29, 2026
SYNTAX RESEARCH, INC. History No change 113,288 10,927 7.98% 7.98% 134 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 112,746 10,875 0.29% 0.29% 135 0 0.0% Q2 2026 Aug 07, 2026
Rakuten Investment Management, Inc. History No change 112,879 10,854 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 17, 2026
Ancora Advisors LLC History No change 111,141 10,720 0.21% 0.21% 137 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 110,505 10,659 0.49% 0.49% 138 0 0.0% Q2 2026 Aug 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 110,492 10,658 0.19% 0.19% 139 0 0.0% Q2 2026 Jul 23, 2026
Capital Planning LLC History No change 108,209 10,437 3.04% 3.04% 140 0 0.0% Q2 2026 Jul 22, 2026
Bay Rivers Group History No change 107,471 10,366 3.54% 3.54% 141 0 0.0% Q2 2026 Jul 09, 2026
Garrett Wealth Advisory Group, LLC History No change 107,404 10,360 1.59% 1.59% 142 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 107,268 10,347 0.52% 0.52% 143 0 0.0% Q2 2026 Jul 16, 2026
Bellwether Advisors, LLC History No change 105,891 10,214 1.51% 1.51% 144 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 105,628 10,188 0.12% 0.12% 145 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History No change 103,342 10,163 0.14% 0.14% 146 0 0.0% Q2 2026 Jul 08, 2026
J.W. COLE ADVISORS, INC. History No change 104,834 10,112 0.17% 0.17% 147 0 0.0% Q2 2026 Jul 21, 2026
Flagship Private Wealth, LLC History No change 103,914 10,023 3.54% 3.54% 148 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 102,656 9,902 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 10, 2026
Savant Capital, LLC History No change 101,004 9,768 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 101,161 9,758 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 100,285 9,673 0.23% 0.23% 152 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 100,105 9,656 0.59% 0.59% 153 0 0.0% Q2 2026 Aug 11, 2026
Brickley Wealth Management History No change 99,796 9,626 1.38% 1.38% 154 0 0.0% Q2 2026 Jul 13, 2026
Sowell Financial Services LLC History No change 98,759 9,526 0.31% 0.31% 155 0 0.0% Q2 2026 Jul 17, 2026
KELLY FINANCIAL GROUP LLC History No change 98,110 9,463 2.1% 2.1% 156 0 0.0% Q2 2026 Jul 14, 2026
MA Private Wealth History No change 98,051 9,457 1.41% 1.41% 157 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 97,379 9,393 2.27% 2.27% 158 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 97,072 9,363 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
10Elms LLP History No change 96,403 9,299 3.94% 3.94% 160 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 95,292 9,238 0.89% 0.89% 161 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 95,461 9,208 0.67% 0.67% 162 0 0.0% Q2 2026 Aug 14, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 93,920 9,059 7.82% 7.82% 163 0 0.0% Q2 2026 Aug 06, 2026
Calamos Wealth Management LLC History No change 92,508 8,923 0.27% 0.27% 164 0 0.0% Q2 2026 Jul 31, 2026
Financial Enhancement Group LLC History No change 92,415 8,914 1.06% 1.06% 165 0 0.0% Q2 2026 Jul 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 90,916 8,769 0.04% 0.04% 166 0 0.0% Q2 2026 Sep 23, 2026
Torrey-Payne Wealth Management, LLC History No change 87,462 8,436 6.94% 6.94% 167 0 0.0% Q2 2026 Jul 23, 2026
Baird Financial Group, Inc. History No change 86,684 8,361 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
Leicht Financial Planning & Wealth Management, Inc. History No change 86,141 8,309 3.4% 3.4% 169 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 84,449 8,145 0.26% 0.26% 170 0 0.0% Q2 2026 Jul 27, 2026
Custos Family Office, LLC History No change 84,419 8,143 4.88% 4.88% 171 0 0.0% Q2 2026 Aug 19, 2026
HAMILTON CAPITAL PARTNERS, LLC History No change 84,062 8,108 2.36% 2.36% 172 0 0.0% Q2 2026 Jul 20, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 83,929 8,095 6.43% 6.43% 173 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 82,314 7,939 2.02% 2.02% 174 0 0.0% Q2 2026 Jul 24, 2026
Able Wealth Management LLC History No change 81,811 7,891 1.81% 1.81% 175 0 0.0% Q2 2026 Jul 29, 2026
ALLIANCEBERNSTEIN L.P. History No change 82,842 7,682 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 79,383 7,657 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 14, 2026
Mascoma Wealth Management LLC History No change 79,350 7,654 1.42% 1.42% 178 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 79,030 7,623 0.19% 0.19% 179 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 78,689 7,590 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 78,604 7,582 0.19% 0.19% 181 0 0.0% Q2 2026 Aug 07, 2026
STOCK YARDS BANK & TRUST CO History No change 78,499 7,572 0.22% 0.22% 182 0 0.0% Q2 2026 Aug 19, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 78,300 7,552 0.3% 0.3% 183 0 0.0% Q2 2026 Jul 27, 2026
Essex Financial Services, Inc. History No change 77,917 7,515 0.37% 0.37% 184 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 77,837 7,508 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 77,388 7,464 0.08% 0.08% 186 0 0.0% Q2 2026 Aug 12, 2026
L. Roy Papp & Associates, LLP History No change 77,300 7,456 0.78% 0.78% 187 0 0.0% Q2 2026 Jul 23, 2026
BLAIR WILLIAM & CO/IL History No change 77,283 7,454 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 77,265 7,452 0.0% 0.0% 189 0 0.0% Q2 2026 Sep 02, 2026
Clearstead Advisors, LLC History No change 76,855 7,413 0.07% 0.07% 190 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 76,015 7,332 0.52% 0.52% 191 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 75,582 7,290 0.06% 0.06% 192 0 0.0% Q2 2026 Jul 27, 2026
IBEX WEALTH ADVISORS History No change 75,222 7,255 0.57% 0.57% 193 0 0.0% Q2 2026 Jul 27, 2026
Prime Buchholz LLC History No change 74,598 7,195 2.59% 2.59% 194 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 74,283 7,165 0.27% 0.27% 195 0 0.0% Q2 2026 Jul 22, 2026
Vise Technologies, Inc. History No change 73,191 7,059 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 72,931 7,034 0.61% 0.61% 197 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 72,795 7,023 0.1% 0.1% 198 0 0.0% Q2 2026 Jul 15, 2026
iA Global Asset Management Inc. History No change 72,015 6,947 0.08% 0.08% 199 0 0.0% Q2 2026 Jul 29, 2026
Csenge Advisory Group History No change 71,877 6,933 0.28% 0.28% 200 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 71,754 6,921 0.36% 0.36% 201 0 0.0% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History No change 71,668 6,913 0.11% 0.11% 202 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 71,674 6,913 0.23% 0.23% 203 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 71,589 6,905 1.96% 1.96% 204 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 71,028 6,851 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
BIRCHBROOK, INC. History No change 70,524 6,802 3.19% 3.19% 206 0 0.0% Q2 2026 Jul 08, 2026
Shore Point Advisors, LLC History No change 70,368 6,787 2.32% 2.32% 207 0 0.0% Q2 2026 Jul 14, 2026
Avant Capital LLC History No change 70,218 6,773 4.24% 4.24% 208 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 70,041 6,756 0.22% 0.22% 209 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 69,675 6,720 0.05% 0.05% 210 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 69,480 6,702 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
Family Manage LLC History No change 69,405 6,694 0.69% 0.69% 212 0 0.0% Q2 2026 Aug 14, 2026
Allred Capital Management, LLC History No change 68,202 6,578 2.16% 2.16% 213 0 0.0% Q2 2026 Aug 12, 2026
Advisory Services Network, LLC History No change 67,139 6,476 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 12, 2026
Wharton Business Group, LLC History No change 66,592 6,423 0.21% 0.21% 215 0 0.0% Q2 2026 Aug 10, 2026
Redwood Park Advisors LLC History No change 66,390 6,404 4.21% 4.21% 216 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 65,552 6,323 0.15% 0.15% 217 0 0.0% Q2 2026 Aug 03, 2026
Choate Investment Advisors History No change 65,374 6,305 0.11% 0.11% 218 0 0.0% Q2 2026 Aug 11, 2026
UMB Bank, n.a. History No change 65,223 6,291 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 63,882 6,162 0.69% 0.69% 220 0 0.0% Q2 2026 Jul 13, 2026
KWB Wealth History No change 63,578 6,132 0.52% 0.52% 221 0 0.0% Q2 2026 Jul 10, 2026
Investment Advisory Group, LLC History No change 63,504 6,125 1.33% 1.33% 222 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 63,293 6,105 0.11% 0.11% 223 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 65,650 6,097 0.1% 0.1% 224 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 62,285 6,007 0.13% 0.13% 225 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 77,277 5,999 0.0% 0.0% 226 0 0.0% Q2 2026 Sep 09, 2026
GUERRA PAN ADVISORS, LLC History No change 61,853 5,966 3.33% 3.33% 227 0 0.0% Q2 2026 Aug 12, 2026
Mann Financial Group, Inc. History No change 61,723 5,953 4.98% 4.98% 228 0 0.0% Q2 2026 Jul 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 61,035 5,887 0.06% 0.06% 229 0 0.0% Q2 2026 Aug 14, 2026
Sequent Asset Management, LLC History No change 60,752 5,860 2.47% 2.47% 230 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 60,627 5,848 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 11, 2026
Compass Financial Group, Inc. (Ohio) History No change 60,182 5,805 3.88% 3.88% 232 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 59,864 5,774 0.07% 0.07% 233 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 59,534 5,742 0.06% 0.06% 234 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 58,992 5,690 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 06, 2026
CAMDEN NATIONAL BANK History No change 58,985 5,689 0.74% 0.74% 236 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 58,833 5,675 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 14, 2026
Sound Portfolio Advisors, LLC History No change 58,581 5,650 4.01% 4.01% 238 0 0.0% Q2 2026 Aug 06, 2026
Dakota Wealth Management History No change 58,525 5,645 0.11% 0.11% 239 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 58,290 5,622 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Advisors History No change 57,953 5,590 0.39% 0.39% 241 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History No change 57,885 5,583 0.1% 0.1% 242 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 57,284 5,525 0.1% 0.1% 243 0 0.0% Q2 2026 Jul 20, 2026
Modus Advisors, LLC History No change 57,231 5,520 1.36% 1.36% 244 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 57,093 5,507 0.09% 0.09% 245 0 0.0% Q2 2026 Aug 07, 2026
1900 WEALTH MANAGEMENT LLC History No change 57,012 5,499 0.31% 0.31% 246 0 0.0% Q2 2026 Aug 04, 2026
CFM WEALTH PARTNERS LLC History No change 56,808 5,479 0.7% 0.7% 247 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 56,363 5,436 0.08% 0.08% 248 0 0.0% Q2 2026 Aug 10, 2026
Portfolio Design Labs, LLC History No change 56,236 5,424 0.89% 0.89% 249 0 0.0% Q2 2026 Aug 11, 2026
Gateway Wealth Partners, LLC History No change 56,096 5,411 0.32% 0.32% 250 0 0.0% Q2 2026 Aug 04, 2026
High Net Worth Advisory Group LLC History No change 55,252 5,329 1.13% 1.13% 251 0 0.0% Q2 2026 Jul 29, 2026
Performance Wealth Partners, LLC History No change 55,168 5,321 0.13% 0.13% 252 0 0.0% Q2 2026 Aug 07, 2026
Compton Financial Group, LLC History No change 54,802 5,286 1.02% 1.02% 253 0 0.0% Q2 2026 Aug 12, 2026
WealthBridge Capital Management, LLC History No change 54,152 5,223 1.04% 1.04% 254 0 0.0% Q2 2026 Jul 24, 2026
Apollon Financial, LLC History No change 54,022 5,210 0.61% 0.61% 255 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 53,348 5,145 0.06% 0.06% 256 0 0.0% Q2 2026 Jul 22, 2026
Ascent Group, LLC History No change 53,081 5,120 0.15% 0.15% 257 0 0.0% Q2 2026 Aug 03, 2026
Invariant Investment Management History No change 51,863 5,076 2.98% 2.98% 258 0 0.0% Q2 2026 Jul 08, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 52,587 5,072 1.41% 1.41% 259 0 0.0% Q2 2026 Jul 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 52,500 5,064 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 51,914 5,007 0.07% 0.07% 261 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 50,888 4,908 0.1% 0.1% 262 0 0.0% Q2 2026 Aug 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 50,834 4,903 0.47% 0.47% 263 0 0.0% Q2 2026 Jul 22, 2026
INTRUST BANK NA History No change 50,625 4,883 0.36% 0.36% 264 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Planning, LLC History No change 50,464 4,867 1.13% 1.13% 265 0 0.0% Q2 2026 Jul 29, 2026
Aureum Wealth Management, LLC History No change 50,047 4,827 2.99% 2.99% 266 0 0.0% Q2 2026 Jul 22, 2026
RHS Financial, LLC History No change 49,931 4,816 1.94% 1.94% 267 0 0.0% Q2 2026 Aug 07, 2026
TOMPKINS FINANCIAL CORP History Reduced 48,414 4,717 0.33% 0.34% 268 -1,429 -2.87% Q3 2026 Oct 05, 2026
Cordatus Wealth Management LLC History No change 48,112 4,640 1.02% 1.02% 269 0 0.0% Q2 2026 Jul 29, 2026
CreativeOne Wealth, LLC History No change 47,540 4,585 0.1% 0.1% 270 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 47,281 4,560 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 46,625 4,497 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 12, 2026
Milestone Investment Advisors LLC History No change 46,446 4,480 0.97% 0.97% 273 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 46,437 4,479 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 06, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 46,375 4,473 2.92% 2.92% 275 0 0.0% Q2 2026 Aug 07, 2026
Montecito Bank & Trust History Reduced 45,269 4,411 0.67% 0.65% 276 -100 -0.22% Q3 2026 Oct 01, 2026
Guardian Asset Advisors, LLC History No change 45,280 4,367 2.01% 2.01% 277 0 0.0% Q2 2026 Jul 21, 2026
Roehl & Yi Investment Advisors, LLC History No change 44,935 4,334 1.43% 1.43% 278 0 0.0% Q2 2026 Aug 13, 2026
Round Rock Advisors LLC History No change 44,307 4,273 0.55% 0.55% 279 0 0.0% Q2 2026 Aug 12, 2026
Fragasso Financial Advisors Inc History No change 44,185 4,262 0.23% 0.23% 280 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisor Network LLC History No change 44,168 4,260 5.33% 5.33% 281 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 44,137 4,257 1.44% 1.44% 282 0 0.0% Q2 2026 Jul 30, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 44,126 4,256 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 43,211 4,168 0.15% 0.15% 284 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 42,793 4,127 0.07% 0.07% 285 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 42,732 4,121 0.04% 0.04% 286 0 0.0% Q2 2026 Aug 13, 2026
RIK SAYLOR FINANCIAL, INC. History No change 42,714 4,120 2.73% 2.73% 287 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 42,642 4,113 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 42,476 4,097 0.13% 0.13% 289 0 0.0% Q2 2026 Jul 09, 2026
Trilogy Capital Inc. History No change 42,197 4,070 0.16% 0.16% 290 0 0.0% Q2 2026 Jul 02, 2026
Crestwood Advisors Group, LLC History No change 42,051 4,055 0.06% 0.06% 291 0 0.0% Q2 2026 Aug 03, 2026
COZAD ASSET MANAGEMENT INC History No change 41,786 4,030 0.26% 0.26% 292 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 41,728 4,025 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 18, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 41,734 4,025 0.23% 0.23% 294 0 0.0% Q2 2026 Aug 13, 2026
Mandatum Life Insurance Co Ltd History No change 41,527 4,005 0.74% 0.74% 295 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS ADVISORS, LLC History No change 41,290 3,982 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 41,029 3,957 0.23% 0.23% 297 0 0.0% Q2 2026 Jul 29, 2026
Mullooly Asset Management, Inc. History No change 40,918 3,946 1.21% 1.21% 298 0 0.0% Q2 2026 Aug 05, 2026
McNaughton Wealth Management, LLC History No change 40,843 3,939 1.4% 1.4% 299 0 0.0% Q2 2026 Jul 07, 2026
Woodside Wealth Management LLC History No change 40,734 3,929 2.74% 2.74% 300 0 0.0% Q2 2026 Jul 24, 2026
Delos Wealth Advisors, LLC History No change 40,661 3,922 2.01% 2.01% 301 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Added to 40,115 3,908 0.28% 0.06% 302 +31,279 354.0% Q3 2026 Oct 01, 2026
Corient Private Wealth LP History No change 40,485 3,905 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 27, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 40,459 3,902 0.51% 0.51% 304 0 0.0% Q2 2026 Jul 20, 2026
Strategic Point Investment Advisors, LLC History No change 39,618 3,821 0.5% 0.5% 305 0 0.0% Q2 2026 Jul 08, 2026
Houlihan Financial Resource Group, Ltd. History No change 39,311 3,791 1.35% 1.35% 306 0 0.0% Q2 2026 Aug 10, 2026
Point72 Asset Management, L.P. History No change 39,222 3,783 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 38,935 3,755 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History No change 38,890 3,751 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 31, 2026
AE Wealth Management LLC History No change 38,892 3,751 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 03, 2026
Delta Wealth Advisors LLC History No change 38,573 3,720 2.66% 2.66% 311 0 0.0% Q2 2026 Jul 14, 2026
Farther Finance Advisors, LLC History No change 38,536 3,717 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 17, 2026
First Heartland Consultants, Inc. History No change 38,426 3,706 0.24% 0.24% 313 0 0.0% Q2 2026 Jul 08, 2026
Prime Capital Investment Advisors, LLC History No change 38,256 3,690 0.04% 0.04% 314 0 0.0% Q2 2026 Aug 05, 2026
Weaver Consulting Group History No change 38,028 3,668 0.75% 0.75% 315 0 0.0% Q2 2026 Jul 29, 2026
Acorn Wealth Advisors, LLC History No change 37,670 3,633 0.89% 0.89% 316 0 0.0% Q2 2026 Jul 30, 2026
Flatrock Wealth Partners LLC History No change 37,500 3,617 1.42% 1.42% 317 0 0.0% Q2 2026 Aug 14, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 37,460 3,613 1.03% 1.03% 318 0 0.0% Q2 2026 Aug 12, 2026
Collier Financial History No change 37,368 3,604 2.47% 2.47% 319 0 0.0% Q2 2026 Jul 30, 2026
Ashton Thomas Private Wealth, LLC History No change 37,338 3,601 0.08% 0.08% 320 0 0.0% Q2 2026 Jul 29, 2026
CGN Advisors LLC History No change 37,120 3,580 0.26% 0.26% 321 0 0.0% Q2 2026 Jul 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 36,091 3,481 0.06% 0.06% 322 0 0.0% Q2 2026 Jul 14, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 35,897 3,462 1.78% 1.78% 323 0 0.0% Q2 2026 Jul 28, 2026
Cardinal Strategic Wealth Guidance History No change 35,834 3,456 0.78% 0.78% 324 0 0.0% Q2 2026 Jul 30, 2026
Hobbs Group Advisors, LLC History No change 35,788 3,452 0.91% 0.91% 325 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 35,725 3,446 0.17% 0.17% 326 0 0.0% Q2 2026 Jul 23, 2026
CORA CAPITAL ADVISORS LLC History No change 35,616 3,435 0.96% 0.96% 327 0 0.0% Q2 2026 Jul 24, 2026
Carr Financial Group Corp History No change 35,546 3,428 0.79% 0.79% 328 0 0.0% Q2 2026 Aug 06, 2026
Milestone Asset Management Group, LLC History No change 35,282 3,403 1.71% 1.71% 329 0 0.0% Q2 2026 Jul 30, 2026
Quadrature Capital Ltd History No change 35,265 3,401 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 35,218 3,397 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 27, 2026
ADE, LLC History No change 34,868 3,363 1.42% 1.42% 332 0 0.0% Q2 2026 Aug 04, 2026
Petix & Botte Co History No change 34,820 3,358 0.68% 0.68% 333 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 34,796 3,356 0.06% 0.06% 334 0 0.0% Q2 2026 Aug 14, 2026
Curtis Advisory Group, LLC History No change 34,772 3,354 0.65% 0.65% 335 0 0.0% Q2 2026 Jul 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 34,474 3,325 0.25% 0.25% 336 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History No change 34,377 3,316 0.37% 0.37% 337 0 0.0% Q2 2026 Jul 22, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 34,327 3,311 0.74% 0.74% 338 0 0.0% Q2 2026 Jul 20, 2026
Midwest Trust Co History No change 34,214 3,300 0.04% 0.04% 339 0 0.0% Q2 2026 Aug 04, 2026
Reality Financial Planning Services, LLC History No change 34,214 3,300 3.18% 3.18% 340 0 0.0% Q2 2026 Aug 17, 2026
HARBOUR INVESTMENTS, INC. History No change 34,169 3,295 0.04% 0.04% 341 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 34,139 3,293 0.07% 0.07% 342 0 0.0% Q2 2026 Aug 03, 2026
Foster Group, Inc. History No change 34,007 3,280 0.09% 0.09% 343 0 0.0% Q2 2026 Jul 07, 2026
Alpine Bank Wealth Management History No change 33,958 3,275 0.42% 0.42% 344 0 0.0% Q2 2026 Aug 07, 2026
Fortis Group Advisors, LLC History No change 33,677 3,248 0.52% 0.52% 345 0 0.0% Q2 2026 Jul 24, 2026
M Holdings Securities, Inc. History No change 33,573 3,228 0.44% 0.44% 346 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 33,154 3,198 0.15% 0.15% 347 0 0.0% Q2 2026 Jul 31, 2026
CX Institutional History Reduced 32,577 3,174 0.09% 0.09% 348 -264 -0.8% Q3 2026 Oct 02, 2026
Cyndeo Wealth Partners, LLC History No change 32,856 3,169 0.15% 0.15% 349 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 32,599 3,144 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
Sugar Maple Asset Management, LLC History No change 32,549 3,139 2.02% 2.02% 351 0 0.0% Q2 2026 Jul 28, 2026
MorganRosel Wealth Management, LLC History No change 32,211 3,107 1.05% 1.05% 352 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 32,037 3,090 0.17% 0.17% 353 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 31,966 3,083 0.18% 0.18% 354 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 31,908 3,077 0.1% 0.1% 355 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 31,864 3,073 0.19% 0.19% 356 0 0.0% Q2 2026 Aug 11, 2026
Syverson Strege & Co History No change 31,775 3,065 0.67% 0.67% 357 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Advisors / MI History No change 31,773 3,064 0.19% 0.19% 358 0 0.0% Q2 2026 Aug 14, 2026
HHM Wealth Advisors, LLC History No change 31,408 3,029 0.3% 0.3% 359 0 0.0% Q2 2026 Jul 13, 2026
Icon Wealth Advisors, LLC History No change 31,310 3,020 0.18% 0.18% 360 0 0.0% Q2 2026 Aug 05, 2026
ENZI WEALTH History No change 31,160 3,018 0.96% 0.96% 361 0 0.0% Q2 2026 Jul 15, 2026
INVESTMENT PARTNERS, LTD. History No change 31,191 3,008 0.94% 0.94% 362 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 30,637 2,955 0.15% 0.15% 363 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisory Services, LLC History No change 30,624 2,954 0.18% 0.18% 364 0 0.0% Q2 2026 Jul 23, 2026
Legacy Private Trust Co. History Reduced 30,259 2,948 0.16% 0.16% 365 -517 -1.68% Q3 2026 Oct 06, 2026
Econ Financial Services Corp History No change 30,454 2,937 1.37% 1.37% 366 0 0.0% Q2 2026 Jul 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 30,277 2,920 0.39% 0.39% 367 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Wealth, LLC History No change 30,255 2,918 0.03% 0.03% 368 0 0.0% Q2 2026 Aug 10, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 30,140 2,907 0.46% 0.46% 369 0 0.0% Q2 2026 Jul 24, 2026
Tacita Capital Inc History No change 30,052 2,898 1.57% 1.57% 370 0 0.0% Q2 2026 Aug 10, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 29,950 2,888 0.33% 0.33% 371 0 0.0% Q2 2026 Aug 14, 2026
ETF Store, Inc. History No change 29,727 2,867 2.4% 2.4% 372 0 0.0% Q2 2026 Jul 29, 2026
GGM Financial LLC History No change 29,705 2,865 1.09% 1.09% 373 0 0.0% Q2 2026 Jul 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 29,558 2,851 0.1% 0.1% 374 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 29,306 2,826 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 29,226 2,819 0.08% 0.08% 376 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 30,362 2,815 0.11% 0.11% 377 0 0.0% Q2 2026 Jul 09, 2026
Sheridan Capital Management, LLC History No change 29,102 2,807 1.35% 1.35% 378 0 0.0% Q2 2026 Aug 07, 2026
BCM ADVISORS, LLC History No change 28,840 2,796 0.54% 0.54% 379 0 0.0% Q2 2026 Jul 28, 2026
Berman McAleer LLC History No change 28,967 2,794 0.32% 0.32% 380 0 0.0% Q2 2026 Jul 16, 2026
Aries Wealth Management History No change 28,880 2,785 0.55% 0.55% 381 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 28,824 2,780 0.04% 0.04% 382 0 0.0% Q2 2026 Jul 28, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 28,719 2,770 0.16% 0.16% 383 0 0.0% Q2 2026 Jul 15, 2026
Visionary Wealth Advisors History No change 28,620 2,760 0.11% 0.11% 384 0 0.0% Q2 2026 Aug 13, 2026
Sherman Wealth Management LLC History No change 28,618 2,760 2.08% 2.08% 385 0 0.0% Q2 2026 Jul 09, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 28,645 2,752 2.42% 2.42% 386 0 0.0% Q2 2026 Jul 16, 2026
MCMORGAN & CO LLC History No change 28,304 2,730 0.41% 0.41% 387 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 27,892 2,690 0.02% 0.02% 388 0 0.0% Q2 2026 Jul 29, 2026
Oak Barrel Wealth Advisory LLC History No change 27,874 2,688 1.19% 1.19% 389 0 0.0% Q2 2026 Aug 07, 2026
Hansen & Associates Financial Group, Inc. History No change 26,847 2,628 1.51% 1.51% 390 0 0.0% Q2 2026 Jul 20, 2026
One Wealth Advisors, LLC History No change 27,093 2,613 0.29% 0.29% 391 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 26,900 2,594 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
Hibernia Wealth Partners, LLC History No change 26,758 2,580 1.4% 1.4% 393 0 0.0% Q2 2026 Jul 23, 2026
NorthRock Partners, LLC History No change 26,580 2,563 0.04% 0.04% 394 0 0.0% Q2 2026 Aug 11, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 25,842 2,492 0.67% 0.67% 395 0 0.0% Q2 2026 Aug 07, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 25,821 2,490 1.68% 1.68% 396 0 0.0% Q2 2026 Jul 15, 2026
Hudson Oak Wealth Advisory LLC History No change 25,623 2,471 1.91% 1.91% 397 0 0.0% Q2 2026 Jul 21, 2026
Per Stirling Capital Management, LLC. History No change 25,331 2,443 0.23% 0.23% 398 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 25,293 2,439 0.57% 0.57% 399 0 0.0% Q2 2026 Jul 22, 2026
Mirae Asset Global Investments Co., Ltd. History No change 25,000 2,411 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 22, 2026
Mechanics Bank Trust Department History No change 24,984 2,409 0.3% 0.3% 401 0 0.0% Q2 2026 Jul 07, 2026
WHITTIER TRUST CO History No change 24,511 2,399 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 24,836 2,395 0.05% 0.05% 403 0 0.0% Q2 2026 Jul 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 24,732 2,385 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 10, 2026
SWEENEY & MICHEL, LLC History No change 23,609 2,375 0.62% 0.62% 405 0 0.0% Q2 2026 Aug 10, 2026
Santori & Peters, Inc. History No change 24,517 2,364 0.67% 0.67% 406 0 0.0% Q2 2026 Jul 24, 2026
Regal Investment Advisors LLC History No change 24,147 2,329 0.12% 0.12% 407 0 0.0% Q2 2026 Aug 14, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 23,674 2,283 1.29% 1.29% 408 0 0.0% Q2 2026 Aug 05, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 23,588 2,275 1.87% 1.87% 409 0 0.0% Q2 2026 Jul 23, 2026
SIGNATUREFD, LLC History No change 23,557 2,272 0.03% 0.03% 410 0 0.0% Q2 2026 Jul 23, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 23,557 2,272 0.53% 0.53% 411 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 23,197 2,237 0.04% 0.04% 412 0 0.0% Q2 2026 Jul 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 23,160 2,234 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 23,131 2,231 0.38% 0.38% 414 0 0.0% Q2 2026 Aug 14, 2026
TPG Advisors LLC History No change 22,722 2,191 1.2% 1.2% 415 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History No change 22,151 2,136 0.06% 0.06% 416 0 0.0% Q2 2026 Jul 06, 2026
CALTON & ASSOCIATES, INC. History No change 22,090 2,130 0.31% 0.31% 417 0 0.0% Q2 2026 Aug 10, 2026
ACT Advisors, LLC. History No change 22,088 2,130 0.71% 0.71% 418 0 0.0% Q2 2026 Jul 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 21,960 2,118 0.18% 0.18% 419 0 0.0% Q2 2026 Jul 27, 2026
Pallas Capital Advisors LLC History No change 21,885 2,111 0.06% 0.06% 420 0 0.0% Q2 2026 Aug 07, 2026
Friedenthal Financial History No change 21,703 2,093 0.97% 0.97% 421 0 0.0% Q2 2026 Jul 13, 2026
Almanack Investment Partners, LLC. History No change 21,614 2,084 0.27% 0.27% 422 0 0.0% Q2 2026 Jul 30, 2026
Y-Intercept (Hong Kong) Ltd History No change 21,528 2,076 0.04% 0.04% 423 0 0.0% Q2 2026 Jul 13, 2026
CHILTON INVESTMENT CO INC. History No change 21,500 2,073 0.05% 0.05% 424 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 21,245 2,049 0.3% 0.3% 425 0 0.0% Q2 2026 Aug 06, 2026
Hilltop Partners LLC History No change 21,138 2,038 0.49% 0.49% 426 0 0.0% Q2 2026 Aug 05, 2026
Detalus Advisors, LLC History No change 20,971 2,022 0.39% 0.39% 427 0 0.0% Q2 2026 Jul 27, 2026
Arcus Capital Partners, LLC History No change 20,611 1,988 0.82% 0.82% 428 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 20,379 1,977 0.43% 0.43% 429 0 0.0% Q2 2026 Jul 27, 2026
STRATEGY ASSET MANAGERS LLC History No change 20,381 1,965 0.29% 0.29% 430 0 0.0% Q2 2026 Aug 14, 2026
Summit Investment Advisory Services, LLC History No change 20,373 1,965 0.49% 0.49% 431 0 0.0% Q2 2026 Jul 24, 2026
BENJAMIN EDWARDS INC History No change 19,939 1,923 0.02% 0.02% 432 0 0.0% Q2 2026 Jul 24, 2026
XY Planning Network, Inc. History No change 19,935 1,922 0.24% 0.24% 433 0 0.0% Q2 2026 Jul 14, 2026
180 WEALTH ADVISORS, LLC History No change 19,828 1,912 0.19% 0.19% 434 0 0.0% Q2 2026 Jul 07, 2026
Shepherd Financial Partners LLC History No change 19,730 1,903 0.16% 0.16% 435 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 19,477 1,878 0.17% 0.17% 436 0 0.0% Q2 2026 Jul 22, 2026
STEPHENS INC /AR/ History No change 19,284 1,860 0.02% 0.02% 437 0 0.0% Q2 2026 Jul 29, 2026
Bernardo Wealth Planning LLC History No change 19,216 1,853 0.32% 0.32% 438 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 19,133 1,845 0.05% 0.05% 439 0 0.0% Q2 2026 Jul 29, 2026
WELCH & FORBES LLC History No change 19,116 1,843 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 30, 2026
Diversified Trust Co History No change 18,922 1,825 0.03% 0.03% 441 0 0.0% Q2 2026 Jul 17, 2026
Braeburn Wealth Management LLC History No change 18,868 1,819 0.78% 0.78% 442 0 0.0% Q2 2026 Jul 21, 2026
Tanglewood Legacy Advisors, LLC History No change 18,787 1,812 0.58% 0.58% 443 0 0.0% Q2 2026 Aug 10, 2026
Selby Wealth Management, LLC History No change 18,741 1,807 0.64% 0.64% 444 0 0.0% Q2 2026 Jul 09, 2026
Spire Wealth Management History No change 18,647 1,798 0.05% 0.05% 445 0 0.0% Q2 2026 Jul 15, 2026
Verdence Capital Advisors LLC History No change 18,515 1,785 0.09% 0.09% 446 0 0.0% Q2 2026 Jul 29, 2026
Black Diamond Financial, LLC History No change 18,447 1,779 0.16% 0.16% 447 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 18,389 1,773 0.03% 0.03% 448 0 0.0% Q2 2026 Aug 12, 2026
Centurion Wealth Management LLC History No change 18,219 1,757 0.42% 0.42% 449 0 0.0% Q2 2026 Jul 09, 2026
Intellectus Partners, LLC History No change 18,164 1,752 0.3% 0.3% 450 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 18,117 1,747 0.05% 0.05% 451 0 0.0% Q2 2026 Jul 07, 2026
Kathmere Capital Management, LLC History No change 18,085 1,744 0.09% 0.09% 452 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History No change 18,047 1,740 0.1% 0.1% 453 0 0.0% Q2 2026 Jul 16, 2026
Baring Financial LLC History No change 18,012 1,737 0.96% 0.96% 454 0 0.0% Q2 2026 Jul 08, 2026
Insight Wealth Strategies, LLC History No change 17,885 1,732 0.17% 0.17% 455 0 0.0% Q2 2026 Jul 10, 2026
Vanguard National Trust Co History No change 17,922 1,728 0.09% 0.09% 456 0 0.0% Q2 2026 Aug 13, 2026
INTEGRITY ALLIANCE, LLC. History No change 17,876 1,724 0.05% 0.05% 457 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 17,779 1,715 0.04% 0.04% 458 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 17,804 1,712 0.06% 0.06% 459 0 0.0% Q2 2026 Aug 12, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 17,727 1,709 0.55% 0.55% 460 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 17,697 1,707 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 06, 2026
Thompson David Blair History No change 17,668 1,704 0.85% 0.85% 462 0 0.0% Q2 2026 Aug 14, 2026
West Wealth Group, LLC History No change 17,643 1,701 0.28% 0.28% 463 0 0.0% Q2 2026 Aug 06, 2026
PCA Investment Advisory Services Inc. History No change 17,626 1,700 0.47% 0.47% 464 0 0.0% Q2 2026 Jul 27, 2026
Caprock Group, LLC History No change 17,581 1,695 0.03% 0.03% 465 0 0.0% Q2 2026 Jul 27, 2026
Forum Private Client Group LLC History No change 17,574 1,695 0.5% 0.5% 466 0 0.0% Q2 2026 Aug 12, 2026
Addison Capital Co History No change 17,478 1,685 0.28% 0.28% 467 0 0.0% Q2 2026 Aug 04, 2026
ELEVATE WEALTH ADVISORY, INC History No change 17,219 1,660 0.95% 0.95% 468 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 17,206 1,659 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 17,100 1,649 0.01% 0.01% 470 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 17,046 1,644 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 17,027 1,642 0.16% 0.16% 472 0 0.0% Q2 2026 Aug 11, 2026
Tranquilli Financial Advisor LLC History No change 16,956 1,635 0.88% 0.88% 473 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 16,879 1,628 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 20, 2026
R2 Capital Strategies, LLC History No change 16,884 1,628 0.74% 0.74% 475 0 0.0% Q2 2026 Jul 23, 2026
Nest Investments, LLC History No change 16,844 1,624 1.23% 1.23% 476 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 16,755 1,616 0.06% 0.06% 477 0 0.0% Q2 2026 Aug 05, 2026
Creekside Partners History No change 16,683 1,609 0.58% 0.58% 478 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE TRUST CO NA History No change 16,560 1,597 0.13% 0.13% 479 0 0.0% Q2 2026 Jul 28, 2026
Ellis Investment Partners, LLC History No change 16,547 1,596 0.24% 0.24% 480 0 0.0% Q2 2026 Aug 05, 2026
Purpose Unlimited Inc. History No change 16,495 1,591 0.06% 0.06% 481 0 0.0% Q2 2026 Aug 13, 2026
Aspire Growth Partners LLC History No change 16,420 1,583 0.92% 0.92% 482 0 0.0% Q2 2026 Jul 29, 2026
Hoese & Co LLP History No change 16,393 1,581 1.03% 1.03% 483 0 0.0% Q2 2026 Jul 14, 2026
Vestmark Advisory Solutions, Inc. History No change 16,342 1,576 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 14, 2026
BEAM WEALTH ADVISORS, INC. History No change 16,243 1,566 0.35% 0.35% 485 0 0.0% Q2 2026 Jul 29, 2026
Roof Eidam Maycock Peralta, LLC History No change 16,145 1,557 0.31% 0.31% 486 0 0.0% Q2 2026 Jul 24, 2026
Centric Wealth Management History No change 16,500 1,556 0.24% 0.24% 487 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 16,120 1,554 0.16% 0.16% 488 0 0.0% Q2 2026 Jul 30, 2026
CCG WEALTH MANAGEMENT, LLC History No change 15,905 1,534 0.36% 0.36% 489 0 0.0% Q2 2026 Aug 07, 2026
Ballew Advisors, Inc History Reduced 15,579 1,530 0.76% 0.81% 490 -347 -2.18% Q3 2026 Oct 05, 2026
5T Wealth, LLC History No change 15,869 1,530 0.57% 0.57% 491 0 0.0% Q2 2026 Jul 21, 2026
GFG Capital, LLC History No change 15,804 1,524 0.42% 0.42% 492 0 0.0% Q2 2026 Jul 20, 2026
TRUE BLUE FINANCIAL, LLC History No change 15,802 1,524 0.64% 0.64% 493 0 0.0% Q2 2026 Jul 17, 2026
CIBC Bancorp USA Inc. History No change 15,720 1,516 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 13, 2026
Tranquility Partners, LLC History No change 15,719 1,516 0.52% 0.52% 495 0 0.0% Q2 2026 Jul 23, 2026
Capital Asset Advisory Services LLC History No change 15,686 1,513 0.05% 0.05% 496 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 15,642 1,508 0.42% 0.42% 497 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 15,619 1,506 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
Insight Inv LLC History No change 15,596 1,504 0.71% 0.71% 499 0 0.0% Q2 2026 Jul 23, 2026
Wescott Financial Advisory Group, LLC History No change 15,565 1,501 0.12% 0.12% 500 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 15,474 1,492 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 22, 2026
Smart Money Group LLC History No change 15,443 1,489 0.38% 0.38% 502 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 15,446 1,489 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 11, 2026
New Insight Wealth Advisors History No change 15,421 1,487 0.44% 0.44% 504 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 15,393 1,484 0.39% 0.39% 505 0 0.0% Q2 2026 Jul 15, 2026
NWF Advisory Services Inc. History No change 15,394 1,484 0.14% 0.14% 506 0 0.0% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History No change 15,371 1,482 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
Atlas Legacy Advisors, LLC History No change 15,253 1,471 0.22% 0.22% 508 0 0.0% Q2 2026 Jul 31, 2026
BXM Wealth LLC History No change 15,124 1,458 0.79% 0.79% 509 0 0.0% Q2 2026 Jul 24, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 14,874 1,434 0.29% 0.29% 510 0 0.0% Q2 2026 Jul 22, 2026
Southland Equity Partners LLC History No change 14,701 1,418 0.25% 0.25% 511 0 0.0% Q2 2026 Jul 13, 2026
Ausdal Financial Partners, Inc. History No change 14,635 1,411 0.06% 0.06% 512 0 0.0% Q2 2026 Aug 14, 2026
Nova R Wealth, Inc. History No change 14,631 1,411 0.41% 0.41% 513 0 0.0% Q2 2026 Jul 17, 2026
Kaydan Wealth Management, Inc. History No change 14,547 1,403 0.43% 0.43% 514 0 0.0% Q2 2026 Jul 24, 2026
BCGM Wealth Management, LLC History No change 14,542 1,402 0.3% 0.3% 515 0 0.0% Q2 2026 Aug 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 14,518 1,400 0.03% 0.03% 516 0 0.0% Q2 2026 Jul 14, 2026
MCDONALD PARTNERS LLC History No change 14,500 1,398 0.34% 0.34% 517 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 14,318 1,381 0.09% 0.09% 518 0 0.0% Q2 2026 Jul 21, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 14,287 1,378 0.09% 0.09% 519 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 14,279 1,377 0.16% 0.16% 520 0 0.0% Q2 2026 Jul 20, 2026
Core Wealth Partners LLC History No change 14,223 1,371 0.58% 0.58% 521 0 0.0% Q2 2026 Jul 17, 2026
Perennial Investment Advisors, LLC History No change 14,196 1,369 0.09% 0.09% 522 0 0.0% Q2 2026 Aug 14, 2026
CFS Investment Advisory Services, LLC History No change 13,994 1,369 0.09% 0.09% 523 0 0.0% Q2 2026 Jul 16, 2026
Safeguard Investment Advisory Group, LLC History No change 14,050 1,355 0.31% 0.31% 524 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 13,794 1,330 0.08% 0.08% 525 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 13,786 1,329 0.07% 0.07% 526 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 13,702 1,322 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 17, 2026
YARGER WEALTH STRATEGIES, LLC History No change 13,525 1,322 0.47% 0.47% 528 0 0.0% Q2 2026 Jul 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 13,636 1,315 0.06% 0.06% 529 0 0.0% Q2 2026 Aug 11, 2026
Elevation Capital Advisory, LLC History No change 13,558 1,307 0.5% 0.5% 530 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 13,470 1,299 0.15% 0.15% 531 0 0.0% Q2 2026 Jul 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 13,454 1,297 0.02% 0.02% 532 0 0.0% Q2 2026 Jul 13, 2026
ShoreHaven Wealth Partners, LLC History No change 13,412 1,293 0.41% 0.41% 533 0 0.0% Q2 2026 Jul 14, 2026
Wealth Management Associates, Inc. History No change 13,322 1,285 0.35% 0.35% 534 0 0.0% Q2 2026 Jul 21, 2026
SAPIENT CAPITAL LLC History No change 13,253 1,278 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 13,226 1,275 0.05% 0.05% 536 0 0.0% Q2 2026 Jul 21, 2026
Goldstone Financial Group, LLC History No change 13,203 1,273 0.12% 0.12% 537 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 13,205 1,273 0.23% 0.23% 538 0 0.0% Q2 2026 Aug 04, 2026
EWA, LLC History No change 13,193 1,272 0.23% 0.23% 539 0 0.0% Q2 2026 Jul 14, 2026
QP WEALTH MANAGEMENT, LLC History No change 13,081 1,261 1.8% 1.8% 540 0 0.0% Q2 2026 Jul 20, 2026
SMITH, MOORE & CO. History No change 12,970 1,251 0.08% 0.08% 541 0 0.0% Q2 2026 Aug 12, 2026
SHUFRO ROSE & CO LLC History No change 12,928 1,247 0.07% 0.07% 542 0 0.0% Q2 2026 Aug 12, 2026
Provident Wealth Management, LLC History No change 12,907 1,245 0.32% 0.32% 543 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 12,843 1,244 0.07% 0.07% 544 0 0.0% Q2 2026 Jul 22, 2026
Advus Financial Partners, LLC History No change 12,899 1,244 0.35% 0.35% 545 0 0.0% Q2 2026 Oct 02, 2026
JMG Financial Group, Ltd. History No change 12,847 1,239 0.03% 0.03% 546 0 0.0% Q2 2026 Jul 31, 2026
Karras Company, Inc. History No change 12,850 1,239 1.12% 1.12% 547 0 0.0% Q2 2026 Jul 23, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 12,811 1,235 0.43% 0.43% 548 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds, LLC. History No change 3,113 1,234 0.28% 0.28% 549 0 0.0% Q2 2026 Aug 14, 2026
Snider Financial Group History No change 12,706 1,225 0.31% 0.31% 550 0 0.0% Q2 2026 Jul 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 12,699 1,224 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 28, 2026
Cherry Tree Wealth Management, LLC History No change 12,656 1,220 0.23% 0.23% 552 0 0.0% Q2 2026 Sep 15, 2026
NorthCrest Asset Manangement, LLC History No change 12,453 1,215 0.03% 0.03% 553 0 0.0% Q2 2026 Jul 15, 2026
Soltis Investment Advisors LLC History No change 12,585 1,213 0.07% 0.07% 554 0 0.0% Q2 2026 Jul 31, 2026
Kastel Capital Advisors, LLC History No change 12,922 1,198 0.76% 0.76% 555 0 0.0% Q2 2026 Jul 09, 2026
Mattern Wealth Management LLC History No change 12,372 1,193 0.2% 0.2% 556 0 0.0% Q2 2026 Jul 23, 2026
WT Wealth Management History No change 12,346 1,190 0.33% 0.33% 557 0 0.0% Q2 2026 Jul 22, 2026
Oxinas Partners, LLC History No change 12,289 1,185 0.47% 0.47% 558 0 0.0% Q2 2026 Jul 14, 2026
J.E. Simmons & Co., P.C. History No change 12,291 1,185 0.67% 0.67% 559 0 0.0% Q2 2026 Jul 15, 2026
Ergawealth Advisors, Inc. History No change 12,277 1,184 0.46% 0.46% 560 0 0.0% Q2 2026 Aug 07, 2026
Concentrum Wealth Management History No change 12,231 1,179 0.28% 0.28% 561 0 0.0% Q2 2026 Aug 06, 2026
CFO4Life Group, LLC History No change 12,176 1,174 0.16% 0.16% 562 0 0.0% Q2 2026 Aug 12, 2026
VERITY Wealth Advisors History No change 12,102 1,167 0.7% 0.7% 563 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 12,090 1,166 0.15% 0.15% 564 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 12,084 1,165 0.03% 0.03% 565 0 0.0% Q2 2026 Aug 14, 2026
Beta Wealth Group, Inc. History No change 12,026 1,160 0.44% 0.44% 566 0 0.0% Q2 2026 Jul 24, 2026
Guidance Point Advisors, LLC History No change 12,003 1,157 0.24% 0.24% 567 0 0.0% Q2 2026 Jul 31, 2026
ROMAN BUTLER FULLERTON & CO History No change 11,821 1,156 0.28% 0.28% 568 0 0.0% Q2 2026 Aug 06, 2026
Strait & Sound Wealth Management LLC History No change 11,957 1,153 0.4% 0.4% 569 0 0.0% Q2 2026 Aug 17, 2026
Hershey Financial Advisers, LLC History No change 11,920 1,149 0.83% 0.83% 570 0 0.0% Q2 2026 Aug 11, 2026
K2 Financial Inc. History No change 11,721 1,147 0.81% 0.81% 571 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Management, LLC History No change 11,857 1,143 0.39% 0.39% 572 0 0.0% Q2 2026 Jul 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 11,814 1,139 0.07% 0.07% 573 0 0.0% Q2 2026 Jul 13, 2026
Goldstein Advisors, LLC History No change 11,809 1,139 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 20, 2026
Moors & Cabot, Inc. History No change 11,800 1,138 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 11,781 1,136 0.06% 0.06% 576 0 0.0% Q2 2026 Jul 16, 2026
Chatterton & Associates Inc. History No change 11,599 1,132 0.67% 0.67% 577 0 0.0% Q2 2026 Jul 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 11,698 1,128 0.12% 0.12% 578 0 0.0% Q2 2026 Jul 09, 2026
Lexington Hill Partners, LLC History No change 11,563 1,115 0.54% 0.54% 579 0 0.0% Q2 2026 Jul 08, 2026
Keystone Wealth Services, LLC History No change 11,554 1,114 0.21% 0.21% 580 0 0.0% Q2 2026 Aug 05, 2026
PMG Wealth Management, Inc. History No change 11,513 1,110 0.69% 0.69% 581 0 0.0% Q2 2026 Aug 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 10,996 1,107 0.36% 0.36% 582 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 11,451 1,104 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 11, 2026
Granite Bay Wealth Management, LLC History No change 11,421 1,102 0.1% 0.1% 584 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 11,418 1,101 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 10, 2026
IRON Financial LLC History No change 11,249 1,085 0.45% 0.45% 586 0 0.0% Q2 2026 Jul 22, 2026
Summit Trail Advisors, LLC History No change 11,203 1,080 0.01% 0.01% 587 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History No change 11,170 1,077 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 11,138 1,074 0.07% 0.07% 589 0 0.0% Q2 2026 Aug 04, 2026
Wealthfront Advisers LLC History No change 11,074 1,068 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History No change 11,081 1,068 0.03% 0.03% 591 0 0.0% Q2 2026 Aug 04, 2026
Gen-Wealth Partners Inc History No change 11,059 1,066 0.3% 0.3% 592 0 0.0% Q2 2026 Aug 10, 2026
Lincoln Capital LLC History No change 10,988 1,059 0.19% 0.19% 593 0 0.0% Q2 2026 Jul 07, 2026
Maia Wealth LLC History No change 10,951 1,056 0.16% 0.16% 594 0 0.0% Q2 2026 Jul 28, 2026
Dorsey & Whitney Trust CO LLC History No change 10,945 1,055 0.05% 0.05% 595 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Advisors, Inc. History No change 10,797 1,041 0.13% 0.13% 596 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 10,777 1,039 0.09% 0.09% 597 0 0.0% Q2 2026 Jul 08, 2026
Aspect Partners, LLC History No change 10,699 1,032 0.39% 0.39% 598 0 0.0% Q2 2026 Jul 16, 2026
Bravias Capital Group, LLC History No change 10,696 1,031 0.61% 0.61% 599 0 0.0% Q2 2026 Jul 30, 2026
Sage Mountain Advisors LLC History No change 10,672 1,029 0.06% 0.06% 600 0 0.0% Q2 2026 Aug 05, 2026
WESPAC Advisors, LLC History No change 10,615 1,023 0.5% 0.5% 601 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 10,571 1,019 0.05% 0.05% 602 0 0.0% Q2 2026 Aug 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 10,538 1,016 0.08% 0.08% 603 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 10,527 1,015 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 03, 2026
Inscription Capital, LLC History No change 10,466 1,009 0.09% 0.09% 605 0 0.0% Q2 2026 Aug 13, 2026
Capital Group Private Client Services, Inc. History No change 10,416 1,004 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 12, 2026
Fort Point Capital Partners LLC History No change 10,406 1,003 0.07% 0.07% 607 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 10,390 1,002 0.03% 0.03% 608 0 0.0% Q2 2026 Jul 29, 2026
Inspire Advisors, LLC History No change 10,362 1,000 0.07% 0.07% 609 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 10,286 992 0.06% 0.06% 610 0 0.0% Q2 2026 Aug 11, 2026
Advisor Resource Council History No change 10,199 983 0.28% 0.28% 611 0 0.0% Q2 2026 Jul 28, 2026
Raab & Moskowitz Asset Management LLC History No change 10,147 978 0.2% 0.2% 612 0 0.0% Q2 2026 Jul 28, 2026
Arrowroot Family Office, LLC History No change 10,037 968 0.28% 0.28% 613 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 10,030 967 0.02% 0.02% 614 0 0.0% Q2 2026 Aug 11, 2026
Graves Light Lenhart Wealth, Inc. History No change 10,017 966 0.09% 0.09% 615 0 0.0% Q2 2026 Jul 07, 2026
First Citizens Financial Corp History Reduced 9,859 960 0.4% 0.4% 616 -45 -0.45% Q3 2026 Oct 02, 2026
Maridea Wealth Management LLC History No change 9,896 954 0.1% 0.1% 617 0 0.0% Q2 2026 Aug 06, 2026
Three Magnolias Financial Advisors, LLC History No change 9,875 952 0.53% 0.53% 618 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 9,869 951 0.07% 0.07% 619 0 0.0% Q2 2026 Aug 13, 2026
C2C Wealth Management, LLC History No change 9,865 951 0.75% 0.75% 620 0 0.0% Q2 2026 Jul 09, 2026
GTS SECURITIES LLC History No change 9,850 950 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 9,808 946 0.28% 0.28% 622 0 0.0% Q2 2026 Aug 10, 2026
DRAVO BAY LLC History No change 9,806 945 0.33% 0.33% 623 0 0.0% Q2 2026 Aug 11, 2026
Select Asset Management & Trust History No change 9,775 943 0.27% 0.27% 624 0 0.0% Q2 2026 Aug 11, 2026
KOM Wealth Management Group, LLC History No change 9,775 942 0.57% 0.57% 625 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 9,502 934 0.07% 0.07% 626 0 0.0% Q2 2026 Jul 29, 2026
Tolleson Wealth Management, Inc. History No change 9,669 932 0.13% 0.13% 627 0 0.0% Q2 2026 Aug 13, 2026
WFA of San Diego, LLC History No change 9,158 928 0.76% 0.76% 628 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 9,548 921 0.17% 0.17% 629 0 0.0% Q2 2026 Aug 05, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 9,545 920 0.67% 0.67% 630 0 0.0% Q2 2026 Jul 24, 2026
Ridgewood Investments LLC History Reduced 9,441 919 0.34% 0.38% 631 -1,116 -10.57% Q3 2026 Oct 05, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 9,482 914 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 11, 2026
Schrum Private Wealth Management LLC History No change 10,676 907 0.93% 0.93% 633 0 0.0% Q2 2026 Aug 10, 2026
PTM WEALTH MANAGEMENT, LLC History No change 9,302 901 0.41% 0.41% 634 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 9,338 900 0.09% 0.09% 635 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,242 891 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History No change 9,225 889 0.03% 0.03% 637 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 9,209 888 0.43% 0.43% 638 0 0.0% Q2 2026 Jul 15, 2026
LiftPoint Family Wealth Advisors LLC History No change 9,199 887 0.6% 0.6% 639 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 9,250 886 0.04% 0.04% 640 0 0.0% Q2 2026 Aug 12, 2026
Veery Capital, LLC History Added to 9,091 885 0.24% 0.23% 641 +84 0.93% Q3 2026 Oct 07, 2026
WealthPlan Investment Management, LLC History No change 9,142 881 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 9,061 874 0.07% 0.07% 643 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 8,952 863 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 8,768 845 0.02% 0.02% 645 0 0.0% Q2 2026 Jul 27, 2026
Everhart Financial Group, Inc. History No change 8,753 844 0.05% 0.05% 646 0 0.0% Q2 2026 Jul 08, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 8,694 838 0.06% 0.06% 647 0 0.0% Q2 2026 Jul 28, 2026
FIRST TRUST ADVISORS LP History No change 8,678 837 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 11, 2026
Emerald Advisors, LLC History No change 8,677 837 0.11% 0.11% 649 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,656 834 0.08% 0.08% 650 0 0.0% Q2 2026 Aug 07, 2026
Sensible Money, LLC History No change 8,653 834 0.22% 0.22% 651 0 0.0% Q2 2026 Jul 30, 2026
LongView Wealth Management History No change 8,652 834 0.21% 0.21% 652 0 0.0% Q2 2026 Jul 17, 2026
Colonial Trust Co / SC History No change 8,627 832 0.11% 0.11% 653 0 0.0% Q2 2026 Aug 11, 2026
Stonebrook Private Inc. History No change 8,631 832 0.15% 0.15% 654 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 8,618 831 0.29% 0.29% 655 0 0.0% Q2 2026 Jul 21, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 8,917 827 0.1% 0.1% 656 0 0.0% Q2 2026 Aug 05, 2026
StrongBox Wealth, LLC History No change 8,532 822 0.23% 0.23% 657 0 0.0% Q2 2026 Jul 23, 2026
Financial Sense Advisors, Inc. History No change 8,474 817 0.16% 0.16% 658 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 8,370 807 0.05% 0.05% 659 0 0.0% Q2 2026 Jul 30, 2026
Florida Trust Wealth Management Co History No change 8,358 806 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 27, 2026
Mission Creek Capital Partners, Inc. History No change 8,312 801 0.14% 0.14% 661 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 8,288 799 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 03, 2026
Prasad Wealth Partners, LLC History No change 8,260 796 0.19% 0.19% 663 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 8,194 792 0.04% 0.04% 664 0 0.0% Q2 2026 Jul 28, 2026
PFG Investments, LLC History No change 8,162 787 0.03% 0.03% 665 0 0.0% Q2 2026 Jul 23, 2026
17 CAPITAL PARTNERS, LLC History No change 8,157 786 0.35% 0.35% 666 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,145 785 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 14, 2026
Beacon Financial Advisory LLC History No change 8,139 785 0.15% 0.15% 668 0 0.0% Q2 2026 Aug 05, 2026
Milestones Private Investment Advisors LLC History No change 8,105 781 0.62% 0.62% 669 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 8,089 780 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Cambria Investment Management, L.P. History No change 8,054 776 0.04% 0.04% 671 0 0.0% Q2 2026 Aug 14, 2026
Bryant Woods Investment Advisors, LLC History No change 8,053 776 0.22% 0.22% 672 0 0.0% Q2 2026 Jul 22, 2026
Center For Asset Management LLC History No change 8,039 775 0.34% 0.34% 673 0 0.0% Q2 2026 Jul 27, 2026
Post Resch Tallon Group Inc. History No change 8,038 775 0.54% 0.54% 674 0 0.0% Q2 2026 Jul 07, 2026
AIMZ Investment Advisors, LLC History No change 8,024 773 0.21% 0.21% 675 0 0.0% Q2 2026 Aug 13, 2026
Investment Partners Asset Management, Inc. History No change 8,004 772 0.43% 0.43% 676 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 7,978 769 0.0% 0.0% 677 0 0.0% Q2 2026 Aug 11, 2026
GENESIS PRIVATE WEALTH, LLC History No change 7,973 769 0.22% 0.22% 678 0 0.0% Q2 2026 Jul 13, 2026
Cassaday & Co Wealth Management LLC History No change 7,882 760 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 10, 2026
EdgeRock Capital LLC History No change 7,846 756 0.17% 0.17% 680 0 0.0% Q2 2026 Jul 24, 2026
Greater Midwest Financial Group, LLC History No change 7,768 749 0.37% 0.37% 681 0 0.0% Q2 2026 Jul 15, 2026
PKS Advisory Services, LLC History No change 7,710 743 0.12% 0.12% 682 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 7,691 741 0.02% 0.02% 683 0 0.0% Q2 2026 Jul 31, 2026
WEDBUSH SECURITIES INC History No change 7,671 740 0.02% 0.02% 684 0 0.0% Q2 2026 Jul 28, 2026
WEST MICHIGAN ADVISORS, LLC History No change 7,674 740 0.14% 0.14% 685 0 0.0% Q2 2026 Aug 21, 2026
Chicago Partners Investment Group LLC History No change 7,678 737 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 7,649 737 0.04% 0.04% 687 0 0.0% Q2 2026 Aug 04, 2026
PDS Planning, Inc History No change 7,593 732 0.04% 0.04% 688 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 7,567 729 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 7,514 724 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 31, 2026
E&G Advisors, LLC History No change 7,514 724 0.14% 0.14% 691 0 0.0% Q2 2026 Jul 23, 2026
CLG LLC History No change 7,510 724 0.16% 0.16% 692 0 0.0% Q2 2026 Jul 16, 2026
Arkfeld Wealth Strategies, L.L.C. History No change 7,381 722 0.22% 0.22% 693 0 0.0% Q2 2026 Jul 10, 2026
Twelve Points Wealth Management LLC History No change 7,408 714 0.14% 0.14% 694 0 0.0% Q2 2026 Aug 07, 2026
Integrated Capital Management, LLC History No change 7,386 712 0.26% 0.26% 695 0 0.0% Q2 2026 Jul 31, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 7,340 708 0.37% 0.37% 696 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 7,347 708 0.08% 0.08% 697 0 0.0% Q2 2026 Jul 23, 2026
JGP Wealth Management, LLC History No change 7,330 707 0.06% 0.06% 698 0 0.0% Q2 2026 Jul 07, 2026
MBE Wealth Management, LLC History No change 7,279 702 0.25% 0.25% 699 0 0.0% Q2 2026 Jul 24, 2026
Atlas Private Wealth Advisors History No change 7,258 700 0.15% 0.15% 700 0 0.0% Q2 2026 Jul 27, 2026
Buck Wealth Strategies, LLC History No change 7,265 700 0.07% 0.07% 701 0 0.0% Q2 2026 Jul 30, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 7,256 699 0.18% 0.18% 702 0 0.0% Q2 2026 Aug 07, 2026
Advisors Capital Management, LLC History No change 7,236 698 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 11, 2026
Bouchey Financial Group, Ltd. History No change 7,193 693 0.04% 0.04% 704 0 0.0% Q2 2026 Jul 27, 2026
GatePass Capital, LLC History No change 7,173 691 0.26% 0.26% 705 0 0.0% Q2 2026 Jul 30, 2026
KINTRA WEALTH, LLC History No change 6,753 684 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 14, 2026
Yukon Wealth Management, Inc. History No change 7,098 684 0.2% 0.2% 707 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 7,086 683 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 11, 2026
Alta Wealth Advisors LLC History No change 7,070 681 0.18% 0.18% 709 0 0.0% Q2 2026 Jul 30, 2026
Edgestream Partners, L.P. History No change 7,058 680 0.02% 0.02% 710 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 7,023 677 0.11% 0.11% 711 0 0.0% Q2 2026 Aug 10, 2026
Northwest Financial Advisors History No change 7,022 677 0.09% 0.09% 712 0 0.0% Q2 2026 Jul 27, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 7,028 677 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 16, 2026
Heck Capital Advisors, LLC History No change 7,019 677 0.04% 0.04% 714 0 0.0% Q2 2026 Jul 10, 2026
BESSEMER GROUP INC History No change 7,006 676 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 12, 2026
Professional Financial Advisors, LLC History No change 7,007 675 0.12% 0.12% 716 0 0.0% Q2 2026 Jul 09, 2026
Meridian Wealth Management, LLC History No change 6,991 674 0.02% 0.02% 717 0 0.0% Q2 2026 Aug 05, 2026
Alpha Zero LLC History No change 6,944 674 0.26% 0.26% 718 0 0.0% Q2 2026 Jul 17, 2026
Avidian Wealth Enterprises, LLC History No change 6,977 673 0.02% 0.02% 719 0 0.0% Q2 2026 Jul 24, 2026
W ADVISORS, LLC History No change 6,953 670 0.3% 0.3% 720 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 6,928 668 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 6,919 667 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 13, 2026
Larson Financial Group LLC History No change 6,919 667 0.02% 0.02% 723 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 6,912 666 0.36% 0.36% 724 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 6,899 665 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 13, 2026
BostonPremier Wealth LLC History No change 6,829 658 0.28% 0.28% 726 0 0.0% Q2 2026 Jul 24, 2026
HORAN Wealth, LLC History No change 6,812 657 0.08% 0.08% 727 0 0.0% Q2 2026 Aug 26, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 6,800 655 0.17% 0.17% 728 0 0.0% Q2 2026 Jul 13, 2026
NOTTINGHAM ADVISORS, INC. History No change 6,781 654 0.08% 0.08% 729 0 0.0% Q2 2026 Jul 27, 2026
GW HENSSLER & ASSOCIATES LTD History No change 6,769 652 0.03% 0.03% 730 0 0.0% Q2 2026 Jul 28, 2026
CIDEL ASSET MANAGEMENT INC History No change 6,760 651 0.03% 0.03% 731 0 0.0% Q2 2026 Jul 17, 2026
PATTEN & PATTEN INC/TN History No change 6,747 650 0.03% 0.03% 732 0 0.0% Q2 2026 Aug 05, 2026
JT Stratford LLC History No change 6,732 649 0.07% 0.07% 733 0 0.0% Q2 2026 Aug 14, 2026
Vertex Planning Partners, LLC History No change 6,734 649 0.1% 0.1% 734 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 6,726 648 0.04% 0.04% 735 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 6,699 646 0.04% 0.04% 736 0 0.0% Q2 2026 Aug 05, 2026
KERR FINANCIAL PLANNING Corp History No change 6,686 644 0.72% 0.72% 737 0 0.0% Q2 2026 Jul 02, 2026
Joel Adams & Associates, Inc. History No change 6,654 641 0.41% 0.41% 738 0 0.0% Q2 2026 Aug 06, 2026
Jeter Robert S II History No change 6,554 640 0.61% 0.61% 739 0 0.0% Q2 2026 Jul 13, 2026
Planning Strategies Inc. History Reduced 6,561 639 0.38% 0.47% 741 -1,215 -15.63% Q3 2026 Oct 02, 2026
Security Financial Services, INC. History No change 6,634 639 0.09% 0.09% 740 0 0.0% Q2 2026 Jul 15, 2026
Advisory Advocates, LLC History No change 6,607 637 0.55% 0.55% 742 0 0.0% Q2 2026 Aug 10, 2026
Stonehearth Capital Management, LLC History No change 6,563 633 0.22% 0.22% 743 0 0.0% Q2 2026 Jul 07, 2026
RFG Advisory, LLC History No change 6,538 630 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 15, 2026
COWA, LLC History No change 6,532 630 0.16% 0.16% 745 0 0.0% Q2 2026 Aug 05, 2026
WADDELL & ASSOCIATES, LLC History No change 6,470 624 0.03% 0.03% 746 0 0.0% Q2 2026 Jul 15, 2026
Banco Santander, S.A. History No change 6,440 621 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 29, 2026
Radnor Capital Management, LLC History No change 6,434 620 0.09% 0.09% 748 0 0.0% Q2 2026 Jul 16, 2026
Sterling Group Wealth Management, LLC History No change 6,418 619 0.25% 0.25% 749 0 0.0% Q2 2026 Aug 03, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 6,400 617 0.1% 0.1% 750 0 0.0% Q2 2026 Jul 29, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,389 616 0.01% 0.01% 751 0 0.0% Q2 2026 Sep 23, 2026
FF Advisors,LLC History No change 6,394 616 0.23% 0.23% 752 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Planning Group, LLC History No change 6,330 610 0.19% 0.19% 753 0 0.0% Q2 2026 Jul 31, 2026
Sovereign Financial Group, Inc. History No change 6,332 610 0.09% 0.09% 754 0 0.0% Q2 2026 Jul 24, 2026
Relyea Zuckerberg Hanson LLC History No change 6,213 599 0.05% 0.05% 755 0 0.0% Q2 2026 Jul 16, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 6,220 599 0.05% 0.05% 756 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 6,185 596 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 14, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 6,187 596 0.29% 0.29% 758 0 0.0% Q2 2026 Aug 05, 2026
Venturi Wealth Management, LLC History No change 6,138 592 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 20, 2026
HEADINVEST, LLC History No change 6,125 590 0.11% 0.11% 760 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 6,100 588 0.02% 0.02% 761 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 6,074 585 0.05% 0.05% 762 0 0.0% Q2 2026 Aug 07, 2026
Clear Point Advisors Inc. History No change 6,050 583 0.52% 0.52% 763 0 0.0% Q2 2026 Jul 28, 2026
SFMG, LLC History No change 6,007 579 0.03% 0.03% 764 0 0.0% Q2 2026 Aug 13, 2026
Exchange Bank History No change 6,000 578 0.36% 0.36% 765 0 0.0% Q2 2026 Jul 08, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,981 576 0.02% 0.02% 766 0 0.0% Q2 2026 Jul 31, 2026
PFG Private Wealth Management, LLC History No change 5,979 576 0.25% 0.25% 767 0 0.0% Q2 2026 Jul 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,938 574 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 5,946 573 0.26% 0.26% 769 0 0.0% Q2 2026 Jul 24, 2026
4J Wealth Management LLC History No change 5,934 572 0.28% 0.28% 770 0 0.0% Q2 2026 Jul 21, 2026
GEM Asset Management, LLC History No change 5,866 565 0.22% 0.22% 771 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,830 562 0.08% 0.08% 772 0 0.0% Q2 2026 Jul 21, 2026
Level Wealth Management LLC History No change 5,822 561 0.22% 0.22% 773 0 0.0% Q2 2026 Jul 28, 2026
Aventus Investment Advisors, Inc. History No change 5,802 559 0.41% 0.41% 774 0 0.0% Q2 2026 Jul 24, 2026
WEALTH ALLIANCE, LLC History No change 5,780 557 0.05% 0.05% 775 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 5,770 556 0.38% 0.38% 776 0 0.0% Q2 2026 Jul 24, 2026
DARA CAPITAL US, INC. History No change 5,749 554 0.38% 0.38% 777 0 0.0% Q2 2026 Jul 23, 2026
REGIONS FINANCIAL CORP History No change 5,707 550 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 10, 2026
Cornell Pochily Investment Advisors, Inc. History No change 5,707 550 0.15% 0.15% 779 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 5,695 549 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 14, 2026
Ledyard National Bank History No change 5,684 548 0.04% 0.04% 781 0 0.0% Q2 2026 Jul 16, 2026
SMART Wealth LLC History No change 5,669 546 0.12% 0.12% 782 0 0.0% Q2 2026 Aug 05, 2026
Brady Martz Wealth Solutions, LLC History No change 5,664 546 0.08% 0.08% 783 0 0.0% Q2 2026 Jul 23, 2026
New Hampshire Trust History No change 5,645 544 0.1% 0.1% 784 0 0.0% Q2 2026 Jul 27, 2026
VISTA CAPITAL PARTNERS, INC. History No change 5,633 543 0.05% 0.05% 785 0 0.0% Q2 2026 Jul 23, 2026
Mainstream Capital Management LLC History No change 5,624 542 0.33% 0.33% 786 0 0.0% Q2 2026 Jul 15, 2026
Eldridge Investment Advisors, Inc. History No change 5,611 541 0.11% 0.11% 787 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 5,604 541 0.08% 0.08% 788 0 0.0% Q2 2026 Aug 06, 2026
EVERPAR ADVISORS LLC History No change 5,616 541 0.15% 0.15% 789 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 5,605 540 0.01% 0.01% 790 0 0.0% Q2 2026 Jul 17, 2026
SHP Wealth Management History No change 5,603 540 0.04% 0.04% 791 0 0.0% Q2 2026 Aug 11, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 5,568 537 0.22% 0.22% 792 0 0.0% Q2 2026 Jul 16, 2026
FORTE ASSET MANAGEMENT LLC History No change 5,565 536 0.22% 0.22% 793 0 0.0% Q2 2026 Jul 21, 2026
WEBSTER BANK, N. A. History No change 5,523 532 0.05% 0.05% 794 0 0.0% Q2 2026 Jul 20, 2026
Garde Capital, Inc. History No change 5,520 532 0.02% 0.02% 795 0 0.0% Q2 2026 Jul 31, 2026
Symphony Financial, Ltd. Co. History No change 5,513 530 0.06% 0.06% 796 0 0.0% Q2 2026 Aug 03, 2026
WARNER FINANCIAL, INC History No change 5,501 530 0.16% 0.16% 797 0 0.0% Q2 2026 Jul 09, 2026
Castle Rock Wealth Management, LLC History No change 5,464 529 0.1% 0.1% 798 0 0.0% Q2 2026 Jul 07, 2026
WEALTHGARDEN F.S. LLC History No change 5,459 526 0.3% 0.3% 799 0 0.0% Q2 2026 Jul 31, 2026
Cypress Wealth Services, LLC History No change 5,444 525 0.06% 0.06% 800 0 0.0% Q2 2026 Jul 10, 2026
Agate Pass Investment Management, LLC History No change 5,432 524 0.19% 0.19% 801 0 0.0% Q2 2026 Jul 08, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 5,424 523 0.03% 0.03% 802 0 0.0% Q2 2026 Jul 08, 2026
LifeGoal Investments, LLC History No change 5,420 522 0.24% 0.24% 803 0 0.0% Q2 2026 Jul 08, 2026
RWA WEALTH PARTNERS, LLC History No change 5,402 521 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History No change 5,379 518 0.02% 0.02% 805 0 0.0% Q2 2026 Jul 20, 2026
ONE Advisory Partners, LLC History No change 5,380 518 0.14% 0.14% 806 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 5,362 517 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 28, 2026
Gibson Capital, LLC History No change 5,346 515 0.08% 0.08% 808 0 0.0% Q2 2026 Aug 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 5,334 514 0.05% 0.05% 809 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,226 513 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 27, 2026
STAR Financial Bank History No change 5,300 511 0.21% 0.21% 811 0 0.0% Q2 2026 Aug 07, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 5,300 511 0.14% 0.14% 812 0 0.0% Q2 2026 Jul 24, 2026
Kingsman Wealth Management, Inc. History No change 5,295 510 0.24% 0.24% 813 0 0.0% Q2 2026 Jul 22, 2026
Concord Wealth Partners History No change 5,272 508 0.06% 0.06% 814 0 0.0% Q2 2026 Jul 27, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 5,190 505 0.1% 0.11% 816 -552 -9.61% Q3 2026 Oct 05, 2026
Galvin, Gaustad & Stein, LLC History No change 5,239 505 0.04% 0.04% 815 0 0.0% Q2 2026 Jul 29, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 5,196 501 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 12, 2026
Trust Co of the South History No change 5,195 501 0.07% 0.07% 818 0 0.0% Q2 2026 Jul 01, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 5,195 501 0.34% 0.34% 819 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,187 500 0.01% 0.01% 820 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 5,185 500 0.23% 0.23% 821 0 0.0% Q2 2026 Jul 17, 2026
Balefire, LLC History No change 5,168 498 0.08% 0.08% 822 0 0.0% Q2 2026 Jul 07, 2026
New Republic Capital, LLC History No change 5,164 498 0.11% 0.11% 823 0 0.0% Q2 2026 Jul 31, 2026
LCNB CORP History No change 5,150 496 0.15% 0.15% 824 0 0.0% Q2 2026 Aug 10, 2026
Opulen Financial Group LLC History No change 5,140 495 0.31% 0.31% 825 0 0.0% Q2 2026 Jul 27, 2026
GUIDANCE CAPITAL, INC History No change 5,087 494 0.11% 0.11% 826 0 0.0% Q2 2026 Jul 20, 2026
Welch Group, LLC History No change 5,104 492 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 23, 2026
Glenview Trust Co History No change 5,103 492 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 18, 2026
Sage Capital Advisors,llc History No change 5,106 492 0.1% 0.1% 829 0 0.0% Q2 2026 Jul 09, 2026
COFG Advisors, LLC History No change 5,107 492 0.08% 0.08% 830 0 0.0% Q2 2026 Aug 14, 2026
Briggs Wealth Management, Inc History No change 5,107 492 0.45% 0.45% 831 0 0.0% Q2 2026 Aug 06, 2026
FLAGSTAR SECURITIES, INC History No change 5,080 490 0.15% 0.15% 832 0 0.0% Q2 2026 Jul 15, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 5,062 488 0.08% 0.08% 833 0 0.0% Q2 2026 Jul 15, 2026
Skyline Advisors, Inc. History No change 5,055 487 0.15% 0.15% 834 0 0.0% Q2 2026 Jul 20, 2026
Brown Financial Advisory History No change 5,054 487 0.2% 0.2% 835 0 0.0% Q2 2026 Jul 28, 2026
Harborfront Financial Group LLC History No change 5,023 484 1.82% 1.82% 836 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,009 483 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 13, 2026
Berkeley, Inc History No change 5,012 483 0.15% 0.15% 838 0 0.0% Q2 2026 Jul 24, 2026
Crabel Capital Management, LLC History No change 5,000 482 0.35% 0.35% 839 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 4,905 473 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History No change 4,902 472 0.01% 0.01% 841 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,893 471 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 11, 2026
Columbus Macro, LLC History No change 4,886 471 0.05% 0.05% 843 0 0.0% Q2 2026 Jul 22, 2026
Freestone Capital Holdings, LLC History No change 4,859 468 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 31, 2026
Quantbot Technologies LP History No change 4,849 467 0.02% 0.02% 845 0 0.0% Q2 2026 Aug 12, 2026
Worth Financial Advisory Group, LLC History No change 4,811 464 0.19% 0.19% 846 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL LIFE ADVISORS History No change 4,787 461 0.13% 0.13% 847 0 0.0% Q2 2026 Jul 28, 2026
Quadrant Private Wealth Management, LLC History No change 4,719 455 0.1% 0.1% 848 0 0.0% Q2 2026 Jul 30, 2026
Collaborative Wealth Managment Inc. History No change 4,726 455 0.19% 0.19% 849 0 0.0% Q2 2026 Aug 05, 2026
Oakmont Advisory Group, LLC History No change 4,717 455 0.38% 0.38% 850 0 0.0% Q2 2026 Aug 03, 2026
Avantax Planning Partners, Inc. History No change 4,714 454 0.01% 0.01% 851 0 0.0% Q2 2026 Jul 28, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 4,700 453 0.23% 0.23% 852 0 0.0% Q2 2026 Jul 20, 2026
SAGE FINANCIAL GROUP INC History No change 4,690 452 0.03% 0.03% 853 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group, Inc. History No change 4,689 452 0.24% 0.24% 854 0 0.0% Q2 2026 Jul 21, 2026
First Bank & Trust History No change 4,680 451 0.07% 0.07% 855 0 0.0% Q2 2026 Jul 09, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,668 450 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 4,641 447 0.06% 0.06% 857 0 0.0% Q2 2026 Aug 05, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 4,631 446 0.07% 0.07% 858 0 0.0% Q2 2026 Jul 23, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 4,624 446 0.31% 0.31% 859 0 0.0% Q2 2026 Jul 29, 2026
Roxbury Financial LLC History Added to 4,557 444 0.34% 0.35% 861 +10 0.22% Q3 2026 Oct 01, 2026
Old North State Trust, LLC History No change 4,605 444 0.23% 0.23% 860 0 0.0% Q2 2026 Aug 17, 2026
BAYBAN History No change 4,597 443 0.34% 0.34% 862 0 0.0% Q2 2026 Jul 30, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 4,566 440 0.25% 0.25% 863 0 0.0% Q2 2026 Aug 10, 2026
Kelly Financial Services LLC History No change 4,570 440 0.09% 0.09% 864 0 0.0% Q2 2026 Jul 14, 2026
TCI Wealth Advisors, Inc. History No change 4,544 438 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 29, 2026
Latitude Advisors, LLC History No change 4,547 438 0.17% 0.17% 866 0 0.0% Q2 2026 Jul 27, 2026
MKT Advisors LLC History No change 4,460 438 0.14% 0.14% 867 0 0.0% Q2 2026 Jul 09, 2026
Stewardship Advisors, LLC History No change 4,540 437 0.09% 0.09% 868 0 0.0% Q2 2026 Jul 20, 2026
Destination Wealth Management History No change 4,516 435 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 14, 2026
INVESTED ADVISORS History No change 4,504 434 0.38% 0.38% 870 0 0.0% Q2 2026 Aug 04, 2026
Institute for Wealth Management, LLC. History No change 4,444 428 0.04% 0.04% 871 0 0.0% Q2 2026 Jul 28, 2026
Atlas Brown,Inc. History No change 4,434 427 0.11% 0.11% 872 0 0.0% Q2 2026 Jul 09, 2026
Independent Advisor Alliance History No change 4,412 425 0.01% 0.01% 873 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 4,416 425 0.02% 0.02% 874 0 0.0% Q2 2026 Jul 07, 2026
Manhattan West Asset Management, LLC History No change 4,390 423 0.07% 0.07% 875 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 4,384 422 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 4,368 421 0.01% 0.01% 877 0 0.0% Q2 2026 Jul 28, 2026
Patten Group, Inc. History No change 4,343 418 0.06% 0.06% 878 0 0.0% Q2 2026 Aug 06, 2026
Hobart Private Capital, LLC History No change 4,325 417 0.07% 0.07% 879 0 0.0% Q2 2026 Jul 06, 2026
HANCOCK WHITNEY CORP History No change 4,261 411 0.01% 0.01% 880 0 0.0% Q2 2026 Aug 14, 2026
EQ LLC History No change 4,267 411 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 23, 2026
Legacy Trust History No change 4,265 411 0.07% 0.07% 882 0 0.0% Q2 2026 Jul 31, 2026
DecisionMap Wealth Management, LLC History No change 4,269 411 0.23% 0.23% 883 0 0.0% Q2 2026 Jul 21, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,249 409 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 07, 2026
Summit Global Investments History No change 4,240 409 0.02% 0.02% 885 0 0.0% Q2 2026 Aug 03, 2026
Smith Partners Wealth Management, LLC History No change 4,250 409 0.33% 0.33% 886 0 0.0% Q2 2026 Aug 10, 2026
Tempo Wealth, LLC History No change 4,219 407 0.06% 0.06% 887 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 4,207 405 0.02% 0.02% 888 0 0.0% Q2 2026 Jul 23, 2026
Moment Partners, LLC History No change 4,172 402 0.07% 0.07% 889 0 0.0% Q2 2026 Jul 29, 2026
Wedmont Private Capital History No change 4,111 401 0.01% 0.01% 890 0 0.0% Q2 2026 Jul 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,165 401 0.08% 0.08% 891 0 0.0% Q2 2026 Aug 06, 2026
Five Pine Wealth Management History No change 4,158 401 0.23% 0.23% 892 0 0.0% Q2 2026 Aug 13, 2026
Outlook Wealth Advisors, LLC History No change 4,156 400 0.09% 0.09% 893 0 0.0% Q2 2026 Aug 03, 2026
CAP Partners, LLC History No change 4,148 400 0.2% 0.2% 894 0 0.0% Q2 2026 Jul 30, 2026
Mosley Wealth Management History No change 4,094 394 0.13% 0.13% 895 0 0.0% Q2 2026 Jul 23, 2026
Richmond Investment Services, LLC History No change 4,076 393 0.12% 0.12% 896 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History No change 4,075 393 0.22% 0.22% 897 0 0.0% Q2 2026 Jul 07, 2026
Blue Zone Wealth Advisors, LLC History No change 4,071 392 0.07% 0.07% 898 0 0.0% Q2 2026 Jul 14, 2026
PLANNING DIRECTIONS INC History No change 4,053 390 0.18% 0.18% 899 0 0.0% Q2 2026 Aug 10, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,047 390 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 4,054 390 0.04% 0.04% 901 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 4,046 390 0.16% 0.16% 902 0 0.0% Q2 2026 Jul 14, 2026
Harbor Group, Inc. History No change 4,040 389 0.05% 0.05% 903 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Advisory Group L.L.C. History No change 4,033 389 0.15% 0.15% 904 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 4,029 388 0.12% 0.12% 905 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF VERMONT History No change 4,015 387 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 07, 2026
UNITED BANK History No change 4,018 387 0.05% 0.05% 907 0 0.0% Q2 2026 Jul 30, 2026
Aerodigm Wealth, LLC History No change 4,017 387 0.13% 0.13% 908 0 0.0% Q2 2026 Aug 04, 2026
Grove Bank & Trust History No change 4,000 385 0.04% 0.04% 909 0 0.0% Q2 2026 Jul 07, 2026
Ariadne Wealth Management, LP History No change 3,976 383 0.17% 0.17% 910 0 0.0% Q2 2026 Aug 13, 2026
LS Investment Advisors, LLC History No change 3,968 382 0.05% 0.05% 911 0 0.0% Q2 2026 Jul 21, 2026
OMNI 360 Wealth, Inc. History No change 3,963 382 0.18% 0.18% 912 0 0.0% Q2 2026 Jul 13, 2026
Empire Life Investments Inc. History No change 3,947 380 0.02% 0.02% 913 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE CLIENT SERVICES, LLC History New 3,883 378 0.1% — 916 +3,883 New Q3 2026 Oct 02, 2026
VANGUARD ADVISERS INC History No change 3,921 378 0.0% 0.0% 914 0 0.0% Q2 2026 Aug 13, 2026
Saxony Capital Management, LLC History No change 3,920 378 0.17% 0.17% 915 0 0.0% Q2 2026 Jul 15, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 3,911 377 0.04% 0.04% 917 0 0.0% Q2 2026 Jul 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 3,879 374 0.13% 0.13% 918 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 3,875 373 0.02% 0.02% 919 0 0.0% Q2 2026 Jul 30, 2026
KPP Advisory Services LLC History No change 3,862 372 0.05% 0.05% 920 0 0.0% Q2 2026 Jul 24, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,854 371 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 10, 2026
46 Peaks LLC History No change 3,831 369 0.23% 0.23% 922 0 0.0% Q2 2026 Aug 04, 2026
MAIRS & POWER INC History No change 3,826 368 0.0% 0.0% 923 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 3,816 368 0.04% 0.04% 924 0 0.0% Q2 2026 Jul 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,810 367 0.02% 0.02% 925 0 0.0% Q2 2026 Aug 14, 2026
BEACON FINANCIAL GROUP History No change 3,813 367 0.03% 0.03% 926 0 0.0% Q2 2026 Jul 16, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 3,789 365 0.04% 0.04% 927 0 0.0% Q2 2026 Jul 07, 2026
SHAYNE & JACOBS, LLC History No change 3,780 364 0.11% 0.11% 928 0 0.0% Q2 2026 Jul 07, 2026
GenTrust, LLC History No change 3,774 364 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 06, 2026
Triton Financial Group Inc History No change 3,774 364 0.21% 0.21% 930 0 0.0% Q2 2026 Aug 17, 2026
Clearview Wealth Management LLC History No change 3,778 364 0.23% 0.23% 931 0 0.0% Q2 2026 Jul 13, 2026
Beaumont Financial Advisors, LLC History No change 3,782 364 0.02% 0.02% 932 0 0.0% Q2 2026 Aug 04, 2026
Register Financial Advisors LLC History No change 3,771 363 0.11% 0.11% 933 0 0.0% Q2 2026 Jul 15, 2026
Value Investment Professionals, LLC History No change 3,762 362 0.3% 0.3% 934 0 0.0% Q2 2026 Jul 07, 2026
Joseph Group Capital Management History No change 3,731 359 0.08% 0.08% 935 0 0.0% Q2 2026 Aug 06, 2026
Apex Wealth Management, LLC History No change 3,724 359 0.22% 0.22% 936 0 0.0% Q2 2026 Aug 11, 2026
1ST SOURCE BANK History No change 3,714 358 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 3,713 358 0.01% 0.01% 938 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 3,706 357 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 31, 2026
Alan B Lancz & Associates, Inc. History No change 3,700 356 0.31% 0.31% 940 0 0.0% Q2 2026 Aug 11, 2026
Vantus Wealth LLC History No change 3,683 355 0.19% 0.19% 941 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 3,653 352 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 28, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 3,632 350 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 23, 2026
McElhenny Sheffield Capital Management, LLC History No change 3,623 349 0.09% 0.09% 944 0 0.0% Q2 2026 Jul 22, 2026
Chancellor Financial Group WB LP History No change 3,623 349 0.22% 0.22% 945 0 0.0% Q2 2026 Aug 10, 2026
Balance Wealth Partners LLC History No change 3,617 348 0.09% 0.09% 946 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 3,598 347 0.04% 0.04% 947 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 3,607 347 0.04% 0.04% 948 0 0.0% Q2 2026 Aug 06, 2026
FORM Wealth Advisors, LLC History No change 3,607 347 0.04% 0.04% 949 0 0.0% Q2 2026 Jul 10, 2026
Titiun Yejiel History No change 3,605 347 0.3% 0.3% 950 0 0.0% Q2 2026 Aug 06, 2026
WASHINGTON TRUST Co History No change 3,584 345 0.01% 0.01% 951 0 0.0% Q2 2026 Aug 03, 2026
Obermeyer Wealth Partners History No change 3,583 345 0.01% 0.01% 952 0 0.0% Q2 2026 Jul 29, 2026
Fermata Advisors, LLC History No change 3,586 345 0.07% 0.07% 953 0 0.0% Q2 2026 Jul 07, 2026
Uniting Wealth Partners, LLC History No change 3,585 345 0.07% 0.07% 954 0 0.0% Q2 2026 Aug 06, 2026
Phillips Wealth Planners LLC History No change 3,491 343 0.25% 0.25% 955 0 0.0% Q2 2026 Aug 07, 2026
Cascades Capital Asset Management, LLC History No change 3,532 340 0.13% 0.13% 956 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 3,500 338 0.04% 0.04% 957 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 3,455 333 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 05, 2026
Opus Financial Solutions LLC History No change 3,456 333 0.27% 0.27% 959 0 0.0% Q2 2026 Jul 24, 2026
TSA Wealth Managment LLC History No change 3,444 332 0.09% 0.09% 960 0 0.0% Q2 2026 Aug 03, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,436 331 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 31, 2026
Sarver Vrooman Wealth Advisors History No change 3,406 331 0.19% 0.2% 962 0 0.0% Q3 2026 Oct 01, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 3,430 330 0.02% 0.02% 963 0 0.0% Q2 2026 Jul 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,411 329 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,391 327 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 11, 2026
Sageworth Trust Co of South Dakota History No change 3,400 327 0.2% 0.2% 966 0 0.0% Q2 2026 Jul 28, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 3,391 327 0.32% 0.32% 967 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 3,436 326 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 3,365 324 0.0% 0.0% 969 0 0.0% Q2 2026 Jul 21, 2026
Polaris Investment Advisors, LLC History No change 3,368 324 0.21% 0.21% 970 0 0.0% Q2 2026 Jul 09, 2026
GWN SECURITIES INC. History No change 3,356 323 0.05% 0.05% 971 0 0.0% Q2 2026 Aug 05, 2026
Sterling Investment Counsel, LLC History No change 3,338 322 0.08% 0.08% 972 0 0.0% Q2 2026 Jul 20, 2026
Foguth Wealth Management, LLC. History No change 3,341 322 0.04% 0.04% 973 0 0.0% Q2 2026 Jul 21, 2026
B. Riley Wealth Advisors, Inc. History No change 3,334 320 0.02% 0.02% 974 0 0.0% Q2 2026 Jul 14, 2026
Enclave Advisors LLC History No change 3,318 320 0.04% 0.04% 975 0 0.0% Q2 2026 Jul 14, 2026
ASL Financial, LLC History No change 3,287 317 0.22% 0.22% 976 0 0.0% Q2 2026 Jul 21, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,284 316 0.07% 0.07% 977 0 0.0% Q2 2026 Jul 22, 2026
TRUE Private Wealth Advisors History No change 3,283 316 0.03% 0.03% 978 0 0.0% Q2 2026 Jul 23, 2026
FCA CORP /TX History No change 3,272 315 0.08% 0.08% 979 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History No change 3,273 315 0.08% 0.08% 980 0 0.0% Q2 2026 Jul 21, 2026
SYM FINANCIAL Corp History No change 3,253 313 0.03% 0.03% 981 0 0.0% Q2 2026 Aug 04, 2026
Bison Wealth, LLC History No change 3,192 312 0.03% 0.03% 982 0 0.0% Q2 2026 Jul 07, 2026
Betterment LLC History No change 3,175 306 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 14, 2026
Secure Asset Management, LLC History No change 3,174 306 0.04% 0.04% 984 0 0.0% Q2 2026 Jul 15, 2026
WESCAP Management Group, Inc. History No change 3,163 305 0.06% 0.06% 985 0 0.0% Q2 2026 Aug 11, 2026
Clearwater Capital Advisors, LLC History No change 3,155 304 0.02% 0.02% 986 0 0.0% Q2 2026 Aug 06, 2026
Rockwood Wealth Management, LLC History No change 3,144 303 0.02% 0.02% 987 0 0.0% Q2 2026 Jul 13, 2026
McKinley Carter Wealth Services, Inc. History No change 3,133 302 0.02% 0.02% 988 0 0.0% Q2 2026 Jul 28, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 3,091 301 0.07% 0.07% 989 -103 -3.22% Q3 2026 Oct 06, 2026
Empower Advisory Group, LLC History No change 3,126 301 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 12, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 3,123 301 0.1% 0.1% 991 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3,120 300 0.03% 0.03% 992 0 0.0% Q2 2026 Aug 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,100 299 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 05, 2026
Front Row Advisors LLC History No change 2,970 299 0.09% 0.09% 994 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,100 299 0.19% 0.19% 995 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 3,106 299 0.07% 0.07% 996 0 0.0% Q2 2026 Jul 21, 2026
CVFG LLC History No change 3,092 298 0.03% 0.03% 997 0 0.0% Q2 2026 Aug 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,060 295 0.04% 0.04% 998 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 3,064 295 0.03% 0.03% 999 0 0.0% Q2 2026 Jul 24, 2026
Fluent Financial, LLC History No change 3,051 294 0.1% 0.1% 1000 0 0.0% Q2 2026 Jul 09, 2026
Beacon Capital Management, LLC History No change 3,057 294 0.04% 0.04% 1001 0 0.0% Q2 2026 Jul 29, 2026
Balentine LLC History No change 3,046 293 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 3,041 293 0.06% 0.06% 1003 0 0.0% Q2 2026 Aug 03, 2026
Successful Portfolios LLC History No change 2,992 292 0.14% 0.14% 1004 0 0.0% Q2 2026 Jul 14, 2026
Marble Wealth, LLC History No change 3,035 292 0.04% 0.04% 1005 0 0.0% Q2 2026 Aug 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,020 291 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,020 291 0.0% 0.0% 1007 0 0.0% Q2 2026 Jul 24, 2026
BURNS J W & CO INC/NY History No change 3,000 289 0.03% 0.03% 1008 0 0.0% Q2 2026 Jul 15, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,977 287 0.02% 0.02% 1009 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Advisors, LLC History No change 2,981 287 0.02% 0.02% 1010 0 0.0% Q2 2026 Aug 11, 2026
Nautilus Advisors LLC History No change 2,935 285 0.17% 0.17% 1011 0 0.0% Q3 2026 Oct 06, 2026
Realta Investment Advisors History No change 2,938 283 0.09% 0.09% 1012 0 0.0% Q2 2026 Jul 20, 2026
Aprio Wealth Management, LLC History No change 2,922 281 0.01% 0.01% 1013 0 0.0% Q2 2026 Jul 24, 2026
Vision Capital Management, Inc. History No change 2,908 280 0.03% 0.03% 1014 0 0.0% Q2 2026 Aug 10, 2026
Founders Financial Alliance, LLC History No change 2,908 280 0.04% 0.04% 1015 0 0.0% Q2 2026 Aug 04, 2026
KICKSTAND VENTURES, LLC. History No change 2,904 280 0.05% 0.05% 1016 0 0.0% Q2 2026 Jul 30, 2026
Greenwich Wealth Management LLC History No change 2,859 276 0.01% 0.01% 1017 0 0.0% Q2 2026 Aug 12, 2026
Evercore Wealth Management, LLC History No change 2,864 276 0.0% 0.0% 1018 0 0.0% Q2 2026 Aug 14, 2026
Carl P. Sherr & Co., LLC History No change 2,865 276 0.12% 0.12% 1019 0 0.0% Q2 2026 Jul 31, 2026
Guilbault Capital LLC History No change 2,866 276 0.28% 0.28% 1020 0 0.0% Q2 2026 Jul 23, 2026
Fiduciary Alliance LLC History No change 2,854 275 0.02% 0.02% 1021 0 0.0% Q2 2026 Jul 20, 2026
Clarity Financial LLC History No change 2,843 274 0.02% 0.02% 1022 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisors, LLC History No change 2,839 273 0.0% 0.0% 1023 0 0.0% Q2 2026 Aug 06, 2026
Grandview Asset Management LLC History No change 2,820 271 0.07% 0.07% 1024 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,807 270 0.01% 0.01% 1025 0 0.0% Q2 2026 Jul 24, 2026
LVZ, Inc. History No change 2,802 270 0.03% 0.03% 1026 0 0.0% Q2 2026 Jul 09, 2026
Proficio Capital Partners LLC History No change 2,800 270 0.01% 0.01% 1027 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 2,799 270 0.02% 0.02% 1028 0 0.0% Q2 2026 Jul 17, 2026
OneAscent Wealth Management LLC History No change 2,795 269 0.08% 0.08% 1029 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History Reduced 2,734 266 0.12% 0.13% 1032 -240 -8.07% Q3 2026 Oct 01, 2026
Boston Trust Walden Corp History No change 2,767 266 0.0% 0.0% 1030 0 0.0% Q2 2026 Jul 24, 2026
Perissos Private Wealth Management, LLC History No change 2,765 266 0.18% 0.18% 1031 0 0.0% Q2 2026 Aug 13, 2026
Ketron Financial History No change 2,766 266 0.08% 0.08% 1033 0 0.0% Q2 2026 Aug 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 2,727 265 0.05% — 1037 +2,727 New Q3 2026 Oct 05, 2026
Headlands Technologies LLC History No change 2,754 265 0.03% 0.03% 1034 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 2,754 265 0.01% 0.01% 1035 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 2,747 265 0.02% 0.02% 1036 0 0.0% Q2 2026 Aug 11, 2026
BDFS Capital LLC History No change 2,745 264 0.11% 0.11% 1038 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,736 263 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 2,733 263 0.01% 0.01% 1040 0 0.0% Q2 2026 Jul 30, 2026
Harbour Capital Advisors, LLC History No change 2,700 263 0.05% 0.05% 1041 0 0.0% Q2 2026 Jul 15, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,712 261 0.01% 0.01% 1042 0 0.0% Q2 2026 Jul 15, 2026
Carson Advisory Inc. History No change 2,716 261 0.12% 0.12% 1043 0 0.0% Q2 2026 Aug 11, 2026
Optimist Retirement Group LLC History No change 2,712 261 0.1% 0.1% 1044 0 0.0% Q2 2026 Aug 10, 2026
Wagner Wealth Management, LLC History No change 2,705 260 0.05% 0.05% 1045 0 0.0% Q2 2026 Jul 24, 2026
Fifth Third Wealth Advisors LLC History No change 2,696 260 0.01% 0.01% 1046 0 0.0% Q2 2026 Jul 17, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,691 259 0.02% 0.02% 1047 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 2,680 258 0.0% 0.0% 1048 0 0.0% Q2 2026 Aug 13, 2026
Alpha Financial Partners LLC History No change 2,679 258 0.14% 0.14% 1049 0 0.0% Q2 2026 Aug 11, 2026
HMV Wealth Advisors, LLC History No change 2,681 258 0.1% 0.1% 1050 0 0.0% Q2 2026 Jul 13, 2026
Connecticut Capital Management Group, LLC History No change 2,680 258 0.21% 0.21% 1051 0 0.0% Q2 2026 Jul 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,669 257 0.02% 0.02% 1052 0 0.0% Q2 2026 Aug 11, 2026
Concord Asset Management, LLC/VA History No change 2,669 257 0.04% 0.04% 1053 0 0.0% Q2 2026 Jul 27, 2026
Connecticut Wealth Management, LLC History No change 2,660 256 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 29, 2026
CRUX WEALTH ADVISORS History No change 2,660 256 0.09% 0.09% 1055 0 0.0% Q2 2026 Jul 21, 2026
Foster Victor Wealth Advisors, LLC History No change 2,632 254 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 22, 2026
Storen Legacy Partners, LLC History No change 2,633 253 0.07% 0.07% 1057 0 0.0% Q2 2026 Jul 17, 2026
Lantz Financial LLC History No change 2,606 251 0.05% 0.05% 1058 0 0.0% Q2 2026 Jul 09, 2026
Purkiss Capital Advisors LLC History No change 2,599 250 0.1% 0.1% 1059 0 0.0% Q2 2026 Jul 30, 2026
Unified Investment Management History No change 2,599 250 0.23% 0.23% 1060 0 0.0% Q2 2026 Jul 27, 2026
InTrack Investment Management Inc History No change 2,585 249 0.12% 0.12% 1061 0 0.0% Q2 2026 Jul 17, 2026
Carter Financial, LLC History No change 2,590 249 0.19% 0.19% 1062 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 2,582 249 0.32% 0.32% 1063 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History Reduced 2,550 248 0.04% 0.05% 1066 -152 -5.63% Q3 2026 Oct 05, 2026
Bridgewater Advisors Inc. History No change 2,530 248 0.01% 0.01% 1064 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Family Advisors, LLC History No change 2,580 248 0.1% 0.1% 1065 0 0.0% Q2 2026 Aug 14, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,599 248 0.03% 0.03% 1067 0 0.0% Q2 2026 Sep 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,561 247 0.01% 0.01% 1068 0 0.0% Q2 2026 Jul 23, 2026
Kestra Investment Management, LLC History No change 2,568 247 0.0% 0.0% 1069 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History No change 2,565 247 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 05, 2026
PINNACLE ASSOCIATES LTD History No change 2,553 246 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 03, 2026
Commonwealth Financial Services, LLC History No change 2,561 246 0.03% 0.03% 1072 0 0.0% Q2 2026 Jul 15, 2026
Avalon Trust Co History No change 2,550 245 0.02% 0.02% 1073 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 2,542 245 0.1% 0.1% 1074 0 0.0% Q2 2026 Jul 21, 2026
NCM Capital Management, LLC History No change 2,539 244 0.08% 0.08% 1075 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History No change 2,511 244 0.02% 0.02% 1076 0 0.0% Q3 2026 Oct 01, 2026
Strategic Wealth Partners, Ltd. History No change 2,527 243 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 12, 2026
HBW ADVISORY SERVICES LLC History No change 2,526 243 0.02% 0.02% 1078 0 0.0% Q2 2026 Jul 16, 2026
CWS Financial Advisors, LLC History No change 2,518 242 0.05% 0.05% 1079 0 0.0% Q2 2026 Jul 30, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,501 241 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 2,500 241 0.03% 0.03% 1081 0 0.0% Q2 2026 Jul 13, 2026
Community Bank, N.A. History No change 2,500 241 0.03% 0.03% 1082 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History No change 2,507 241 0.01% 0.01% 1083 0 0.0% Q2 2026 Jul 08, 2026
Harpswell Capital Advisors, LLC History No change 2,500 241 0.15% 0.15% 1084 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 2,501 241 0.04% 0.04% 1085 0 0.0% Q2 2026 Aug 10, 2026
August Group Capital Ltd History No change 2,506 241 0.26% 0.26% 1086 0 0.0% Q2 2026 Aug 10, 2026
DHJJ Financial Advisors, Ltd. History No change 2,497 240 0.07% 0.07% 1087 0 0.0% Q2 2026 Jul 24, 2026
Integrity Advisory Solutions, LLC History No change 2,495 240 0.02% 0.02% 1088 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Advisors History No change 2,478 239 0.01% 0.01% 1089 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History No change 2,482 239 0.03% 0.03% 1090 0 0.0% Q2 2026 Aug 10, 2026
ZENITH SOLUTIONS, INC. History No change 2,483 239 0.22% 0.22% 1091 0 0.0% Q2 2026 Aug 03, 2026
Trademark Financial Management, LLC History No change 2,480 239 0.1% 0.1% 1092 0 0.0% Q2 2026 Jul 27, 2026
Chris Bulman Inc History No change 2,484 239 0.09% 0.09% 1093 0 0.0% Q2 2026 Jul 22, 2026
Trueblood Wealth Management, LLC History No change 2,467 237 0.08% 0.08% 1094 0 0.0% Q2 2026 Jul 27, 2026
Morey & Quinn Wealth Partners, LLC History No change 2,460 237 0.15% 0.15% 1095 0 0.0% Q2 2026 Jul 27, 2026
TFR Capital, LLC. History No change 2,459 237 0.07% 0.07% 1096 0 0.0% Q2 2026 Aug 06, 2026
Global Strategic Investment Solutions, LLC History No change 2,447 236 0.02% 0.02% 1097 0 0.0% Q2 2026 Aug 07, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 2,451 236 0.09% 0.09% 1098 0 0.0% Q2 2026 Jul 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,442 235 0.01% 0.01% 1099 0 0.0% Q2 2026 Jul 29, 2026
S&T BANK/PA History No change 2,442 235 0.07% 0.07% 1100 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History No change 2,420 233 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 03, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 2,417 233 0.13% 0.13% 1102 0 0.0% Q2 2026 Jul 15, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 2,407 232 0.01% 0.01% 1103 0 0.0% Q2 2026 Jul 20, 2026
Clark Capital Management Group, Inc. History No change 2,412 232 0.0% 0.0% 1104 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,392 230 0.09% 0.09% 1105 0 0.0% Q2 2026 Aug 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,392 230 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 17, 2026
Stegent Equity Advisors, Inc. History No change 2,386 230 0.16% 0.16% 1107 0 0.0% Q2 2026 Jul 29, 2026
Frederick Financial Consultants, LLC History No change 2,389 230 0.1% 0.1% 1108 0 0.0% Q2 2026 Aug 14, 2026
Altus Wealth Group LLC History No change 2,379 229 0.08% 0.08% 1109 0 0.0% Q2 2026 Jul 17, 2026
Painted Porch Advisors LLC History No change 2,375 229 0.1% 0.1% 1110 0 0.0% Q2 2026 Jul 24, 2026
Pure Financial Advisors, LLC History No change 2,369 228 0.0% 0.0% 1111 0 0.0% Q2 2026 Aug 14, 2026
Insight Advisors, LLC/ PA History No change 2,368 228 0.04% 0.04% 1112 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital Group History No change 2,355 227 0.02% 0.02% 1113 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 2,357 227 0.02% 0.02% 1114 0 0.0% Q2 2026 Sep 15, 2026
Old North State Wealth Management, LLC History No change 2,355 227 0.1% 0.1% 1115 0 0.0% Q2 2026 Jul 17, 2026
Total Clarity Wealth Management, Inc. History No change 2,347 226 0.04% 0.04% 1116 0 0.0% Q2 2026 Jul 23, 2026
MMA ASSET MANAGEMENT LLC History No change 2,351 226 0.07% 0.07% 1117 0 0.0% Q2 2026 Aug 04, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,350 226 0.0% 0.0% 1118 0 0.0% Q2 2026 Jul 31, 2026
STAGE HARBOR FINANCIAL, LLC History No change 2,346 226 0.13% 0.13% 1119 0 0.0% Q2 2026 Aug 07, 2026
LEGACY SOLUTIONS, LLC History No change 2,350 226 0.18% 0.18% 1120 0 0.0% Q2 2026 Jul 06, 2026
Diesslin Group, Inc. History No change 2,337 225 0.09% 0.09% 1121 0 0.0% Q2 2026 Jul 02, 2026
Argent Trust Co History No change 2,328 224 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 06, 2026
Advisory Solutions Group, LLC History No change 2,320 223 0.08% 0.08% 1123 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Planning Group LLC History No change 2,316 222 0.03% 0.03% 1124 0 0.0% Q2 2026 Jul 29, 2026
McCartney Wealth Management LLC History No change 2,303 222 0.17% 0.17% 1125 0 0.0% Q2 2026 Aug 03, 2026
Range Advisory, LLC History No change 2,306 222 0.03% 0.03% 1126 0 0.0% Q2 2026 Sep 02, 2026
Kelman-Lazarov, Inc. History No change 2,301 221 0.03% 0.03% 1127 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 2,297 221 0.02% 0.02% 1128 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 2,283 220 0.01% 0.01% 1129 0 0.0% Q2 2026 Aug 04, 2026
MRA Advisory Group History No change 2,289 220 0.08% 0.08% 1130 0 0.0% Q2 2026 Jul 08, 2026
Grey Ledge Advisors, LLC History No change 2,278 219 0.04% 0.04% 1131 0 0.0% Q2 2026 Jul 27, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,250 217 0.0% 0.0% 1132 0 0.0% Q2 2026 Aug 10, 2026
Accretive Wealth Partners, LLC History No change 2,242 216 0.05% 0.05% 1133 0 0.0% Q2 2026 Jul 29, 2026
Resurgent Financial Advisors LLC History No change 2,249 216 0.06% 0.06% 1134 0 0.0% Q2 2026 Aug 14, 2026
Ridgeline Wealth, LLC History No change 2,218 213 0.12% 0.12% 1135 0 0.0% Q2 2026 Jul 06, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 2,216 213 0.1% 0.1% 1136 0 0.0% Q2 2026 Aug 14, 2026
VIMA LLC History No change 2,260 212 0.21% 0.21% 1137 0 0.0% Q2 2026 Jul 24, 2026
WPG Advisers, LLC History No change 2,207 212 0.12% 0.12% 1138 0 0.0% Q2 2026 Aug 05, 2026
HBK Sorce Advisory LLC History No change 2,121 211 0.0% 0.0% 1139 0 0.0% Q2 2026 Aug 06, 2026
COOPER/HAIMS ADVISORS, LLC History No change 2,194 211 0.09% 0.09% 1140 0 0.0% Q2 2026 Aug 14, 2026
Horst & Graben Wealth Management LLC History No change 2,187 211 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 2,194 211 0.03% 0.03% 1142 0 0.0% Q2 2026 Aug 14, 2026
SIMA Wealth Partners, LLC History No change 2,197 211 0.15% 0.15% 1143 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Capital Group History No change 2,179 210 0.03% 0.03% 1144 0 0.0% Q2 2026 Jul 08, 2026
Lewis Asset Management, LLC History No change 2,186 210 0.07% 0.07% 1145 0 0.0% Q2 2026 Jul 21, 2026
Oakwell Private Wealth Management, LLC History No change 2,177 209 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 03, 2026
Pine Harbor Wealth Management, LLC History No change 2,172 209 0.06% 0.06% 1147 0 0.0% Q2 2026 Aug 13, 2026
Pacific Point Advisors, LLC History No change 2,169 209 0.1% 0.1% 1148 0 0.0% Q2 2026 Jul 24, 2026
Scott & Selber, Inc. History No change 2,162 208 0.04% 0.04% 1149 0 0.0% Q2 2026 Jul 08, 2026
Busey Bank History No change 2,165 208 0.01% 0.01% 1150 0 0.0% Q2 2026 Aug 13, 2026
Crew Capital Management, Ltd History No change 2,166 208 0.11% 0.11% 1151 0 0.0% Q2 2026 Aug 03, 2026
Tortoise Investment Management, LLC History No change 2,147 207 0.02% 0.02% 1152 0 0.0% Q2 2026 Aug 07, 2026
Archford Capital Strategies, LLC History No change 2,143 206 0.02% 0.02% 1153 0 0.0% Q2 2026 Jul 17, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 2,139 206 0.05% 0.05% 1154 0 0.0% Q2 2026 Jul 24, 2026
Shared Vision Wealth Group LLC History No change 2,137 206 0.07% 0.07% 1155 0 0.0% Q2 2026 Jul 31, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 2,135 205 0.04% 0.04% 1156 0 0.0% Q2 2026 Aug 17, 2026
Baker Ellis Asset Management LLC History No change 2,125 204 0.02% 0.02% 1157 0 0.0% Q2 2026 Jul 23, 2026
Gryphon Financial Partners LLC History No change 2,117 204 0.02% 0.02% 1158 0 0.0% Q2 2026 Aug 05, 2026
Landing Point Financial Group, LLC History No change 2,120 204 0.07% 0.07% 1159 0 0.0% Q2 2026 Aug 06, 2026
OneAscent Family Office, LLC History No change 2,124 204 0.1% 0.1% 1160 0 0.0% Q2 2026 Aug 11, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,100 203 0.0% 0.0% 1161 0 0.0% Q2 2026 Aug 11, 2026
NorthCoast Asset Management LLC History No change 2,114 203 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 2,112 203 0.01% 0.01% 1163 0 0.0% Q2 2026 Aug 07, 2026
Plus Group Wealth Advisors LLC History No change 2,106 203 0.19% 0.19% 1164 0 0.0% Q2 2026 Jul 13, 2026
Westside Investment Management, Inc. History No change 2,095 202 0.03% 0.03% 1165 0 0.0% Q2 2026 Jul 27, 2026
Straight Path Wealth Management History No change 2,100 202 0.05% 0.05% 1166 0 0.0% Q2 2026 Jul 27, 2026
Medallion Wealth Advisors, LLC History No change 2,304 202 0.06% 0.06% 1167 0 0.0% Q2 2026 Aug 14, 2026
tru Independence LLC History No change 2,090 201 0.09% 0.09% 1168 0 0.0% Q2 2026 Aug 10, 2026
Williams Jones Wealth Management, LLC. History No change 2,090 201 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 05, 2026
Fortis Capital Management LLC History No change 2,092 201 0.02% 0.02% 1170 0 0.0% Q2 2026 Aug 12, 2026
Bond & Devick Financial Network, Inc. History No change 2,090 201 0.05% 0.05% 1171 0 0.0% Q2 2026 Jul 16, 2026
Ipsen Advisor Group LLC History No change 2,076 200 0.13% 0.13% 1172 0 0.0% Q2 2026 Jul 29, 2026
Providence Capital Advisors, LLC History No change 2,072 199 0.03% 0.03% 1173 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 2,061 199 0.02% 0.02% 1174 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 1,981 191 0.13% 0.13% 1175 0 0.0% Q2 2026 Jul 27, 2026
WealthShield Partners, LLC History No change 1,949 188 0.03% 0.03% 1176 0 0.0% Q2 2026 Aug 12, 2026
Integrity Financial Corp /WA History No change 1,942 187 0.09% 0.09% 1177 0 0.0% Q2 2026 Jul 31, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,933 186 0.11% 0.11% 1178 0 0.0% Q2 2026 Jul 21, 2026
Lodestone Wealth Management LLC History No change 1,925 185 0.07% 0.07% 1179 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Private Wealth, LLC History No change 1,912 184 0.11% 0.11% 1180 0 0.0% Q2 2026 Aug 11, 2026
Wells Financial Advisors INC History No change 1,862 179 1.66% 1.66% 1181 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 1,850 178 0.01% 0.01% 1182 0 0.0% Q2 2026 Jul 29, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,848 178 0.06% 0.06% 1183 0 0.0% Q2 2026 Jul 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,844 177 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 1,820 175 0.03% 0.03% 1185 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 1,780 171 0.09% 0.09% 1186 0 0.0% Q2 2026 Aug 11, 2026
IMG Wealth Management, Inc. History No change 1,747 168 0.09% 0.09% 1187 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,711 165 0.03% 0.03% 1188 0 0.0% Q2 2026 Jul 17, 2026
RED REEF ADVISORS LLC History No change 1,704 164 0.15% 0.15% 1189 0 0.0% Q2 2026 Jul 23, 2026
Game Plan Financial Advisors, LLC History No change 1,669 160 0.06% 0.06% 1190 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 1,658 159 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 21, 2026
JFS WEALTH ADVISORS, LLC History No change 1,645 158 0.01% 0.01% 1192 0 0.0% Q2 2026 Jul 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1,599 154 0.04% 0.04% 1193 0 0.0% Q2 2026 Aug 07, 2026
Financial Perspectives, Inc History No change 1,548 149 0.04% 0.04% 1194 0 0.0% Q2 2026 Jul 24, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,529 147 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 13, 2026
Citizens National Bank Trust Department History No change 1,520 146 0.02% 0.02% 1196 0 0.0% Q2 2026 Jul 22, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,488 143 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 1,473 142 0.01% 0.01% 1198 0 0.0% Q2 2026 Sep 04, 2026
United Community Bank History No change 1,475 142 0.04% 0.04% 1199 0 0.0% Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 1,430 137 0.06% 0.06% 1200 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 1,421 137 0.05% 0.05% 1201 0 0.0% Q2 2026 Jul 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,334 128 0.01% 0.01% 1202 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 1,300 125 0.01% 0.01% 1203 0 0.0% Q2 2026 Jul 29, 2026
Coston, McIsaac & Partners History No change 1,293 124 0.02% 0.02% 1204 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,283 123 0.01% 0.01% 1205 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,265 122 0.01% 0.01% 1206 0 0.0% Q2 2026 Jul 07, 2026
GILL CAPITAL PARTNERS, LLC History No change 1,200 115 0.03% 0.03% 1207 0 0.0% Q2 2026 Aug 20, 2026
Community Financial Services Group, LLC History No change 1,196 115 0.02% 0.02% 1208 0 0.0% Q2 2026 Jul 09, 2026
Bangor Savings Bank History Reduced 1,129 110 0.01% 0.01% 1209 -35 -3.01% Q3 2026 Oct 06, 2026
Granite FO LLC History No change 1,143 110 0.06% 0.06% 1210 0 0.0% Q2 2026 Jul 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,126 108 0.0% 0.0% 1211 0 0.0% Q2 2026 Jul 28, 2026
American Capital Advisory, LLC History No change 1,127 108 0.04% 0.04% 1212 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 1,095 105 0.01% 0.01% 1213 0 0.0% Q2 2026 Aug 03, 2026
JNBA Financial Advisors History No change 1,082 104 0.01% 0.01% 1214 0 0.0% Q2 2026 Jul 23, 2026
First Pacific Financial History No change 1,086 104 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 20, 2026
MTM Investment Management, LLC History No change 1,088 104 0.03% 0.03% 1216 0 0.0% Q2 2026 Aug 03, 2026
Walsh & Associates, LLC History No change 1,085 104 0.08% 0.08% 1217 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 1,062 102 0.02% 0.02% 1218 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 1,066 102 0.04% 0.04% 1219 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 1,036 99 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 20, 2026
DT Investment Partners, LLC History No change 1,000 96 0.01% 0.01% 1221 0 0.0% Q2 2026 Jul 27, 2026
MCF Advisors LLC History No change 993 95 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 945 91 0.03% 0.03% 1223 0 0.0% Q2 2026 Jul 08, 2026
HAZLETT, BURT & WATSON, INC. History No change 933 89 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 30, 2026
Beaird Harris Wealth Management, LLC History No change 909 87 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 08, 2026
Atlantic Union Bankshares Corp History No change 895 86 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 885 85 0.01% 0.01% 1227 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 874 84 0.0% 0.0% 1228 0 0.0% Q2 2026 Aug 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 845 83 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 849 81 0.01% 0.01% 1230 0 0.0% Q2 2026 Jul 16, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 839 80 0.02% 0.02% 1231 0 0.0% Q2 2026 Sep 02, 2026
Corsicana & Co. History No change 835 80 0.04% 0.04% 1232 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN NATIONAL BANK & TRUST History No change 821 79 0.01% 0.01% 1233 0 0.0% Q2 2026 Jul 22, 2026
Main Street Group, LTD History No change 826 79 0.02% 0.02% 1234 0 0.0% Q2 2026 Jul 13, 2026
Ascentis Wealth Management, LLC History No change 824 79 0.01% 0.01% 1235 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Bancorp, Inc. History No change 805 77 0.02% 0.02% 1236 0 0.0% Q2 2026 Jul 28, 2026
Commonwealth Retirement Investments LLC History No change 804 77 0.02% 0.02% 1237 0 0.0% Q2 2026 Aug 03, 2026
Synergy Investment Management, LLC History No change 792 77 0.02% 0.02% 1238 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 800 77 0.06% 0.06% 1239 0 0.0% Q2 2026 Aug 06, 2026
Tidemark, LLC History No change 791 76 0.02% 0.02% 1240 0 0.0% Q2 2026 Aug 10, 2026
Bullock Wealth Management Group History No change 785 76 0.03% 0.03% 1241 0 0.0% Q2 2026 Aug 19, 2026
Family Capital Trust Co History No change 769 74 0.02% 0.02% 1242 0 0.0% Q2 2026 Jul 30, 2026
DUNCKER STREETT & CO INC History No change 767 73 0.01% 0.01% 1243 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 745 71 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 07, 2026
UNION SAVINGS BANK History No change 740 71 0.03% 0.03% 1245 0 0.0% Q2 2026 Jul 23, 2026
Westfuller Advisors, LLC History No change 746 71 0.03% 0.03% 1246 0 0.0% Q2 2026 Jul 29, 2026
Avion Wealth History No change 726 70 0.01% 0.01% 1247 0 0.0% Q2 2026 Jul 31, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 735 70 0.05% 0.05% 1248 0 0.0% Q2 2026 Aug 05, 2026
Orion Capital Management LLC History No change 700 67 0.02% 0.02% 1249 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone National Bank & Trust Co History No change 685 66 0.02% 0.02% 1250 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 664 64 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 15, 2026
Strategic Wealth Advisors LLC History No change 670 63 0.05% 0.05% 1252 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 640 61 0.0% 0.0% 1253 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 635 61 0.03% 0.03% 1254 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 637 61 0.02% 0.02% 1255 0 0.0% Q2 2026 Aug 13, 2026
Brooklyn FI, LLC History No change 625 60 0.01% 0.01% 1256 0 0.0% Q2 2026 Aug 04, 2026
Minot DeBlois Advisors LLC History No change 608 58 0.05% 0.05% 1257 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 600 57 0.01% 0.01% 1258 0 0.0% Q2 2026 Jul 16, 2026
ESL Trust Services, LLC History No change 595 57 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 592 57 0.01% 0.01% 1260 0 0.0% Q2 2026 Jul 28, 2026
Hyposwiss Advisors SA History No change 600 57 0.05% 0.05% 1261 0 0.0% Q2 2026 Jul 21, 2026
IMA Advisory Services, Inc. History No change 582 56 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 10, 2026
Fourth Dimension Wealth, LLC History No change 571 55 0.02% 0.02% 1263 0 0.0% Q2 2026 Jul 31, 2026
Atomic Invest LLC History No change 560 53 0.0% 0.0% 1264 0 0.0% Q2 2026 Sep 25, 2026
YANKCOM Partnership History No change 541 52 0.02% 0.02% 1265 0 0.0% Q2 2026 Jul 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 529 51 0.02% 0.02% 1266 0 0.0% Q2 2026 Aug 05, 2026
Steigerwald, Gordon & Koch Inc. History No change 516 49 0.0% 0.0% 1267 0 0.0% Q2 2026 Jul 22, 2026
Triumph Capital Management History No change 500 48 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 20, 2026
CNB Bank History No change 471 45 0.02% 0.02% 1269 0 0.0% Q2 2026 Aug 06, 2026
BOK Financial Private Wealth, Inc. History No change 450 43 0.0% 0.0% 1270 0 0.0% Q2 2026 Aug 07, 2026
JDM Financial Group LLC History No change 435 41 0.01% 0.01% 1271 0 0.0% Q2 2026 Aug 17, 2026
Beacon Financial Strategies CORP History No change 430 41 0.02% 0.02% 1272 0 0.0% Q2 2026 Jul 08, 2026
Luken Investment Analytics, LLC History No change 425 40 0.01% 0.01% 1273 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 423 40 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 21, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 401 38 0.02% 0.02% 1275 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 390 37 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 31, 2026
Elevated Capital Advisors, LLC History No change 365 35 0.01% 0.01% 1277 0 0.0% Q2 2026 Aug 03, 2026
BFSG, LLC History No change 353 34 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 346 33 0.01% 0.01% 1279 0 0.0% Q2 2026 Jul 10, 2026
Arlington Trust Co LLC History No change 350 33 0.0% 0.0% 1280 0 0.0% Q2 2026 Jul 07, 2026
ENTRUST FINANCIAL LLC History No change 347 33 0.02% 0.02% 1281 0 0.0% Q2 2026 Jul 20, 2026
CrossGen Wealth, LLC History No change 350 33 0.03% 0.03% 1282 0 0.0% Q2 2026 Jul 24, 2026
Horrell Capital Management, Inc. History No change 340 32 0.01% 0.01% 1283 0 0.0% Q2 2026 Jul 16, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 334 32 0.02% 0.02% 1284 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 340 32 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 20, 2026
Newton One Investments LLC History No change 329 31 0.01% 0.01% 1286 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 331 31 0.01% 0.01% 1287 0 0.0% Q2 2026 Aug 13, 2026
Ankerstar Wealth, LLC History No change 325 31 0.03% 0.03% 1288 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 318 30 0.0% 0.0% 1289 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 317 30 0.0% 0.0% 1290 0 0.0% Q2 2026 Aug 04, 2026
Plante Moran Financial Advisors, LLC History No change 309 29 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 06, 2026
VSM Wealth Advisory, LLC History No change 303 29 0.01% 0.01% 1292 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 300 28 0.0% 0.0% 1293 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 274 26 0.0% 0.0% 1294 0 0.0% Q3 2026 Oct 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 272 26 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 03, 2026
Boreal Capital Management LLC History No change 265 25 0.02% 0.02% 1296 0 0.0% Q2 2026 Aug 13, 2026
Frankly Finances, LLC History No change 262 25 0.02% 0.02% 1297 0 0.0% Q2 2026 Jul 15, 2026
Founders Capital Management History No change 254 24 0.01% 0.01% 1298 0 0.0% Q2 2026 Jul 21, 2026
Centennial Bank/AR/ History No change 258 24 0.01% 0.01% 1299 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 240 23 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 13, 2026
Byrne Asset Management LLC History No change 226 22 0.01% 0.01% 1301 0 0.0% Q3 2026 Oct 06, 2026
FINANCIAL CONSULATE, INC History No change 220 21 0.0% 0.0% 1302 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 225 21 0.0% 0.0% 1303 0 0.0% Q2 2026 Jul 13, 2026
Kozak & Associates, Inc. History No change 223 21 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 02, 2026
Nemes Rush Group LLC History No change 221 21 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 224 21 0.01% 0.01% 1306 0 0.0% Q2 2026 Jul 16, 2026
Crews Bank & Trust History No change 225 21 0.0% 0.0% 1307 0 0.0% Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History No change 218 21 0.01% 0.01% 1308 0 0.0% Q2 2026 Jul 30, 2026
HOWE & RUSLING INC History No change 213 20 0.0% 0.0% 1309 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 215 20 0.01% 0.01% 1310 0 0.0% Q2 2026 Jul 21, 2026
SITTNER & NELSON, LLC History No change 216 20 0.01% 0.01% 1311 0 0.0% Q2 2026 Aug 07, 2026
Raleigh Capital Management Inc. History No change 216 20 0.01% 0.01% 1312 0 0.0% Q2 2026 Jul 21, 2026
Caitlin John, LLC History No change 189 18 0.01% 0.01% 1313 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 197 18 0.0% 0.0% 1314 0 0.0% Q2 2026 Jul 14, 2026
Key Capital Management, INC History No change 194 18 0.01% 0.01% 1315 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 181 17 0.0% 0.0% 1316 0 0.0% Q2 2026 Jul 24, 2026
Investors Research Corp History No change 186 17 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 10, 2026
Murphy & Mullick Capital Management Corp History No change 184 17 0.01% 0.01% 1318 0 0.0% Q2 2026 Aug 14, 2026
Wilkerson Advisory Group LLC History No change 176 17 0.01% 0.01% 1319 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 171 16 0.0% 0.0% 1320 0 0.0% Q2 2026 Jul 23, 2026
Prestige Wealth Management Group LLC History No change 172 16 0.0% 0.0% 1321 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 170 16 0.01% 0.01% 1322 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 158 15 0.01% 0.01% 1323 0 0.0% Q2 2026 Sep 18, 2026
Lloyd Advisory Services, LLC. History No change 162 15 0.01% 0.01% 1324 0 0.0% Q2 2026 Aug 07, 2026
NFSG Corp History No change 156 15 0.0% 0.0% 1325 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 160 15 0.01% 0.01% 1326 0 0.0% Q2 2026 Jul 13, 2026
Copia Wealth Management History No change 163 15 0.01% 0.01% 1327 0 0.0% Q2 2026 Aug 17, 2026
Timbuktu Capital Management, LLC History No change 165 15 0.02% 0.02% 1328 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 132 13 0.0% 0.0% 1329 0 0.0% Q2 2026 Aug 13, 2026
Regatta Research & Money Management History No change 139 13 0.01% 0.01% 1330 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 122 11 0.0% 0.0% 1331 0 0.0% Q2 2026 Jul 23, 2026
Decker Retirement Planning Inc. History No change 117 11 0.0% 0.0% 1332 0 0.0% Q2 2026 Jul 16, 2026
Quest 10 Wealth Builders, Inc. History No change 115 11 0.01% 0.01% 1333 0 0.0% Q2 2026 Jul 24, 2026
Financial Gravity Companies, Inc. History No change 107 10 0.0% 0.0% 1334 0 0.0% Q2 2026 Aug 05, 2026
ACIMA PRIVATE WEALTH, LLC History No change 106 10 0.0% 0.0% 1335 0 0.0% Q3 2026 Oct 05, 2026
Center for Financial Planning, Inc. History No change 110 10 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 21, 2026
Allspring Global Investments Holdings, LLC History No change 112 10 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 106 10 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 14, 2026
MONTAG A & ASSOCIATES INC History No change 102 9 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 05, 2026
First Bancorp, Inc /ME/ History No change 86 8 0.0% 0.0% 1340 0 0.0% Q2 2026 Aug 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 91 8 0.0% 0.0% 1341 0 0.0% Q2 2026 Jul 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 85 8 0.0% 0.0% 1342 0 0.0% Q2 2026 Jul 20, 2026
Investment Research & Advisory Group, Inc. History No change 90 8 0.0% 0.0% 1343 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 87 8 0.0% 0.0% 1344 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 81 7 0.0% 0.0% 1345 0 0.0% Q2 2026 Jul 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 73 7 0.0% 0.0% 1346 0 0.0% Q2 2026 Jul 27, 2026
COUNTRY TRUST BANK History No change 64 6 0.0% 0.0% 1347 0 0.0% Q2 2026 Jul 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 67 6 0.0% 0.0% 1348 0 0.0% Q2 2026 Jul 21, 2026
Vermillion Wealth Management, Inc. History No change 67 6 0.0% 0.0% 1349 0 0.0% Q2 2026 Jul 15, 2026
CGC Financial Services, LLC History No change 68 6 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 13, 2026
Portfolio Resources Advisor Group, Inc. History No change 62 5 0.0% 0.0% 1351 0 0.0% Q2 2026 Jul 29, 2026
Strive Financial Group ,LLC History No change 57 5 0.0% 0.0% 1352 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 42 4 0.0% 0.0% 1353 0 0.0% Q2 2026 Aug 11, 2026
Bay Harbor Wealth Management, LLC History No change 46 4 0.0% 0.0% 1354 0 0.0% Q2 2026 Jul 28, 2026
Financial Life Planners History No change 44 4 0.0% 0.0% 1355 0 0.0% Q2 2026 Jul 21, 2026
Provenance Wealth Advisors, LLC History No change 51 4 0.0% 0.0% 1356 0 0.0% Q2 2026 Jul 24, 2026
NorthAvenue LLC History No change 42 4 0.0% 0.0% 1357 0 0.0% Q2 2026 Jul 21, 2026
MOTCO History No change 38 3 0.0% 0.0% 1358 0 0.0% Q2 2026 Jul 31, 2026
Transamerica Financial Advisors, LLC History No change 40 3 0.0% 0.0% 1359 0 0.0% Q2 2026 Aug 14, 2026
Costello Asset Management, INC History No change 34 3 0.0% 0.0% 1360 0 0.0% Q2 2026 Jul 28, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 35 3 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 11, 2026
Central Pacific Bank - Trust Division History No change 40 3 0.0% 0.0% 1362 0 0.0% Q3 2026 Oct 05, 2026
PlanVest Financial, Inc History No change 41 3 0.0% 0.0% 1363 0 0.0% Q2 2026 Aug 10, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 22 2 0.0% 0.0% 1364 0 0.0% Q2 2026 Aug 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 30 2 0.0% 0.0% 1365 0 0.0% Q2 2026 Jul 14, 2026
Advocate Investing Services LLC History No change 24 2 0.0% 0.0% 1366 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 21 2 0.0% 0.0% 1367 0 0.0% Q2 2026 Aug 14, 2026
Montgomery Financial Services LLC History No change 24 2 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 12, 2026
PITTENGER & ANDERSON INC History No change 17 1 0.0% 0.0% 1369 0 0.0% Q2 2026 Jul 27, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 11 1 0.0% 0.0% 1370 0 0.0% Q2 2026 Aug 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 17 1 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 11 1 0.0% 0.0% 1372 0 0.0% Q2 2026 Jul 21, 2026
N.E.W. Advisory Services LLC History No change 11 1 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 17 1 0.0% 0.0% 1374 0 0.0% Q2 2026 Aug 07, 2026
Networth Advisors, LLC History No change 17 1 0.0% 0.0% 1375 0 0.0% Q2 2026 Jul 22, 2026
Robinswood Financial LLC History No change 16 1 0.0% 0.0% 1376 0 0.0% Q2 2026 Jul 14, 2026
Markowski Investments History No change 15 1 0.0% 0.0% 1377 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 5 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
ATWOOD & PALMER INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
PROSPERITY BANCSHARES INC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Creative Capital Management Investments LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Rachor Investment Advisory Services, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Spurstone Advisory Services, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026