VANGUARD INDEX FUNDS - VB

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
BANK OF AMERICA CORP /DE/ History No change 21,579,198 6,541,086 0.42% 0.42% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,094,439 2,453,587 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,112,663 1,549,750 0.25% 0.25% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,139,634 1,254,805 0.16% 0.16% 4 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,935,022 1,192,572 0.28% 0.28% 5 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,420,614 1,036,856 1.28% 1.28% 6 0 0.0% Q2 2026 Aug 19, 2026
LPL Financial LLC History No change 3,301,516 1,000,755 0.22% 0.22% 7 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 2,914,921 883,570 1.35% 1.35% 8 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,813,902 852,949 0.46% 0.46% 9 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,634,215 789,233 0.32% 0.32% 10 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 2,278,949 690,793 0.73% 0.73% 11 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,122,591 643,400 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,062,501 625,185 0.17% 0.17% 13 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,038,406 618,332 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 2,021,950 612,893 0.36% 0.36% 15 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,986,263 602,076 0.3% 0.3% 16 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 1,913,874 580,133 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 1,747,986 529,849 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 1,715,012 519,854 1.0% 1.0% 19 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 1,585,209 479,942 0.58% 0.58% 20 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,558,749 472,487 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,478,793 448,251 5.48% 5.48% 22 0 0.0% Q2 2026 Jul 20, 2026
Cetera Investment Advisers History No change 1,267,408 384,176 0.35% 0.35% 23 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 1,240,289 373,699 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,186,781 359,739 0.3% 0.3% 25 0 0.0% Q2 2026 Aug 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 1,178,370 357,187 7.73% 7.73% 26 0 0.0% Q2 2026 Jul 17, 2026
FMR LLC History No change 1,157,296 350,799 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,065,927 323,388 0.38% 0.38% 28 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 959,311 290,786 0.28% 0.28% 29 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 950,658 288,163 0.36% 0.36% 30 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 938,568 284,498 3.8% 3.8% 31 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 930,912 282,107 0.34% 0.34% 32 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 873,688 264,832 1.17% 1.17% 33 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 844,581 256,009 0.35% 0.35% 34 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 787,375 238,669 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 785,131 237,988 0.82% 0.82% 36 0 0.0% Q2 2026 Aug 10, 2026
Nicholas Hoffman & Company, LLC. History No change 759,092 230,095 4.86% 4.86% 37 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 745,936 226,108 0.07% 0.07% 38 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 709,612 215,097 0.37% 0.37% 39 0 0.0% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History No change 659,527 199,915 0.32% 0.32% 40 0 0.0% Q2 2026 Aug 05, 2026
Badgley Phelps Wealth Managers, LLC History No change 653,239 198,009 3.47% 3.47% 41 0 0.0% Q2 2026 Jul 31, 2026
DAVIS R M INC History No change 616,237 186,793 2.95% 2.95% 42 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 600,979 182,168 1.8% 1.8% 43 0 0.0% Q2 2026 Jul 27, 2026
1832 Asset Management L.P. History No change 579,086 175,532 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 567,165 171,919 0.46% 0.46% 45 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 557,087 168,864 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 534,925 162,146 2.84% 2.84% 47 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 522,390 158,346 1.49% 1.49% 48 0 0.0% Q2 2026 Aug 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 506,003 153,379 1.13% 1.13% 49 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 482,252 146,180 0.43% 0.43% 50 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 478,322 144,989 0.22% 0.22% 51 0 0.0% Q2 2026 Aug 13, 2026
PINNACLE ASSOCIATES LTD History No change 462,685 140,248 1.53% 1.53% 52 0 0.0% Q2 2026 Aug 03, 2026
STATE STREET CORP History No change 462,337 140,143 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 22, 2026
MML INVESTORS SERVICES, LLC History No change 454,602 137,799 0.28% 0.28% 54 0 0.0% Q2 2026 Aug 07, 2026
Fusion Family Wealth, LLC History No change 440,832 136,624 9.08% 9.08% 55 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 419,138 127,049 0.76% 0.76% 56 0 0.0% Q2 2026 Aug 17, 2026
TRUIST FINANCIAL CORP History No change 412,889 125,154 0.15% 0.15% 57 0 0.0% Q2 2026 Jul 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 412,077 124,908 1.44% 1.44% 58 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 476,205 124,727 4.56% 4.56% 59 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 410,869 124,542 0.4% 0.4% 60 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 407,068 123,390 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 395,334 119,833 7.14% 7.14% 62 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 393,762 119,357 2.26% 2.26% 63 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Advisors, LLC History No change 389,955 118,203 0.65% 0.65% 64 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 387,212 117,371 0.13% 0.13% 65 0 0.0% Q2 2026 Aug 14, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 380,442 115,319 6.19% 6.19% 66 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 380,254 115,262 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
Heartwood Wealth Advisors LLC History Reduced 382,477 108,810 8.59% 9.02% 68 -835 -0.22% Q3 2026 Oct 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 355,934 107,891 0.25% 0.25% 69 0 0.0% Q2 2026 Jul 27, 2026
Millburn Ridgefield LLC /DE/ History No change 354,954 107,593 2.04% 2.04% 70 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 354,954 107,593 1.78% 1.78% 71 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 329,358 99,834 0.61% 0.61% 72 0 0.0% Q2 2026 Jul 20, 2026
Karpus Management, Inc. History No change 319,556 96,863 2.79% 2.79% 73 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 306,174 92,807 0.27% 0.27% 74 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 302,910 91,817 0.57% 0.57% 75 0 0.0% Q2 2026 Jul 20, 2026
LINCOLN NATIONAL CORP History No change 293,140 88,856 2.27% 2.27% 76 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 281,530 85,337 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 281,100 85,207 13.1% 13.1% 78 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Wealth History No change 280,808 85,118 0.09% 0.09% 79 0 0.0% Q2 2026 Aug 12, 2026
PITTENGER & ANDERSON INC History No change 258,663 78,405 2.81% 2.81% 80 0 0.0% Q2 2026 Jul 27, 2026
Center for Financial Planning, Inc. History No change 257,140 77,944 7.29% 7.29% 81 0 0.0% Q2 2026 Jul 21, 2026
VISTA CAPITAL PARTNERS, INC. History No change 255,406 77,418 6.77% 6.77% 82 0 0.0% Q2 2026 Jul 23, 2026
Smithfield Trust Co History No change 251,979 76,459 3.05% 3.05% 83 0 0.0% Q2 2026 Aug 05, 2026
Auto-Owners Insurance Co History No change 249,028 75,485 1.7% 1.7% 84 0 0.0% Q2 2026 Jul 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 247,593 73,819 0.12% 0.12% 85 0 0.0% Q2 2026 Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 242,540 73,518 0.12% 0.12% 86 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 237,908 72,114 0.33% 0.33% 87 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 237,840 72,094 0.47% 0.47% 88 0 0.0% Q2 2026 Sep 08, 2026
Sanctuary Advisors, LLC History No change 236,909 71,811 0.33% 0.33% 89 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 229,713 69,630 1.26% 1.26% 90 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 225,580 68,378 0.12% 0.12% 91 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 225,077 68,225 0.32% 0.32% 92 0 0.0% Q2 2026 Aug 18, 2026
MAI Capital Management History No change 224,136 67,940 0.26% 0.26% 93 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 222,880 67,559 4.26% 4.26% 94 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 219,466 66,529 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 219,403 66,505 1.93% 1.93% 96 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 219,247 66,458 0.2% 0.2% 97 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 216,420 65,602 0.13% 0.13% 98 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 215,155 65,217 0.62% 0.62% 99 0 0.0% Q2 2026 Aug 06, 2026
WIT, LLC History No change 213,076 64,584 1.03% 1.03% 100 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 225,605 64,432 0.19% 0.19% 101 0 0.0% Q2 2026 Aug 10, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 210,237 63,727 0.48% 0.48% 102 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 204,425 61,965 0.68% 0.68% 103 0 0.0% Q2 2026 Aug 04, 2026
Ellenbecker Investment Group History No change 199,894 60,592 7.04% 7.04% 104 0 0.0% Q2 2026 Jul 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 194,489 58,953 0.74% 0.74% 105 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 190,361 57,702 1.26% 1.26% 106 0 0.0% Q2 2026 Jul 17, 2026
American Trust History No change 189,427 57,419 4.43% 4.43% 107 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 189,238 57,361 0.34% 0.34% 108 0 0.0% Q2 2026 Aug 10, 2026
Chandler Asset Management, Inc. History No change 187,220 56,750 8.0% 8.0% 109 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 192,065 56,611 1.13% 1.13% 110 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 185,047 56,091 0.68% 0.68% 111 0 0.0% Q2 2026 Aug 07, 2026
Ballast, Inc. History No change 184,845 56,030 10.57% 10.57% 112 0 0.0% Q2 2026 Jul 10, 2026
&PARTNERS History No change 182,529 55,288 0.23% 0.23% 113 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 179,533 54,420 4.27% 4.27% 114 0 0.0% Q2 2026 Jul 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 176,047 53,363 0.85% 0.85% 115 0 0.0% Q2 2026 Jul 28, 2026
MilWealth Group LLC History No change 173,301 52,530 11.2% 11.2% 116 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 169,243 51,300 3.05% 3.05% 117 0 0.0% Q2 2026 Aug 05, 2026
TCV Trust & Wealth Management, Inc. History No change 168,264 51,004 3.86% 3.86% 118 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, LLC History No change 167,764 50,852 2.74% 2.74% 119 0 0.0% Q2 2026 Aug 06, 2026
Garde Capital, Inc. History No change 167,731 50,842 2.28% 2.28% 120 0 0.0% Q2 2026 Jul 31, 2026
AMG National Trust Bank History No change 165,626 50,204 1.03% 1.03% 121 0 0.0% Q2 2026 Aug 06, 2026
AA Financial Advisors, LLC History No change 160,869 48,762 5.86% 5.86% 122 0 0.0% Q2 2026 Jul 17, 2026
Apella Capital, LLC History Added to 169,474 48,635 0.62% 0.62% 123 +21,462 14.5% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History No change 160,428 48,629 0.74% 0.74% 124 0 0.0% Q2 2026 Aug 05, 2026
MPS Loria Financial Planners, LLC History No change 158,328 47,992 11.03% 11.03% 125 0 0.0% Q2 2026 Jul 30, 2026
Avior Wealth Management, LLC History No change 153,346 46,452 1.22% 1.22% 126 0 0.0% Q2 2026 Jul 07, 2026
CX Institutional History Reduced 162,723 46,293 1.25% 1.47% 127 -5,347 -3.18% Q3 2026 Oct 02, 2026
ALPS ADVISORS INC History No change 152,155 46,121 0.22% 0.22% 128 0 0.0% Q2 2026 Jul 29, 2026
Investments & Financial Planning, LLC History No change 149,530 45,325 21.46% 21.46% 129 0 0.0% Q2 2026 Aug 12, 2026
Brown Financial Advisory History No change 147,831 44,810 18.72% 18.72% 130 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 147,448 44,694 0.34% 0.34% 131 0 0.0% Q2 2026 Aug 14, 2026
Mountain Capital Investment Advisors Inc. History No change 146,186 44,311 6.31% 6.31% 132 0 0.0% Q2 2026 Jul 14, 2026
Discipline Wealth Solutions, LLC History No change 146,099 44,285 3.86% 3.86% 133 0 0.0% Q2 2026 Jul 21, 2026
Capital Asset Advisory Services LLC History No change 143,354 43,453 1.57% 1.57% 134 0 0.0% Q2 2026 Aug 14, 2026
Aufman Associates Inc History No change 141,062 42,758 17.04% 17.04% 135 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 140,656 42,635 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 137,688 41,735 4.7% 4.7% 137 0 0.0% Q2 2026 Aug 05, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 137,569 41,699 1.54% 1.54% 138 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 137,539 41,690 1.09% 1.09% 139 0 0.0% Q2 2026 Aug 04, 2026
ASSOCIATED BANC-CORP History No change 136,256 41,301 0.98% 0.98% 140 0 0.0% Q2 2026 Jul 31, 2026
Connecticut Wealth Management, LLC History No change 135,435 41,053 1.52% 1.52% 141 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 134,707 40,832 0.41% 0.41% 142 0 0.0% Q2 2026 Jul 15, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 134,058 40,635 1.12% 1.12% 143 0 0.0% Q2 2026 Aug 04, 2026
Scott Capital Advisors, LLC History No change 132,758 40,241 6.3% 6.3% 144 0 0.0% Q2 2026 Jul 10, 2026
NORTHERN TRUST CORP History No change 132,415 40,137 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 132,169 40,063 0.22% 0.22% 146 0 0.0% Q2 2026 Jul 24, 2026
MOLLER WEALTH PARTNERS History No change 132,140 40,054 7.25% 7.25% 147 0 0.0% Q2 2026 Jul 15, 2026
Whelan Financial History No change 129,593 39,282 10.7% 10.7% 148 0 0.0% Q2 2026 Jul 24, 2026
Tidal Investments LLC History No change 128,947 39,086 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 127,593 38,676 0.11% 0.11% 150 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 127,397 38,616 0.22% 0.22% 151 0 0.0% Q2 2026 Aug 14, 2026
Randolph Co Inc History No change 126,306 38,285 3.22% 3.22% 152 0 0.0% Q2 2026 Jul 23, 2026
Pure Financial Advisors, LLC History No change 126,112 38,227 0.49% 0.49% 153 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 125,748 38,116 0.23% 0.23% 154 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 125,108 37,922 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 124,998 37,889 1.13% 1.13% 156 0 0.0% Q2 2026 Oct 07, 2026
Financial Management Professionals, Inc. History No change 124,872 37,850 3.59% 3.59% 157 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 122,525 37,248 1.5% 1.5% 158 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 122,573 37,154 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 12, 2026
Wolff Financial Management LLC History No change 121,432 36,808 7.34% 7.34% 160 0 0.0% Q2 2026 Jul 16, 2026
CHATHAM CAPITAL GROUP, INC. History No change 121,101 36,708 4.69% 4.69% 161 0 0.0% Q2 2026 Jul 10, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 120,996 36,676 12.85% 12.85% 162 0 0.0% Q2 2026 Jul 22, 2026
Steward Partners Investment Advisory, LLC History No change 119,902 36,344 0.19% 0.19% 163 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 119,327 36,170 0.18% 0.18% 164 0 0.0% Q2 2026 Aug 13, 2026
WP Advisors, LLC History No change 118,864 36,030 8.72% 8.72% 165 0 0.0% Q2 2026 Jul 29, 2026
Circle Wealth Management, LLC History No change 117,586 35,642 0.45% 0.45% 166 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 117,108 35,497 0.35% 0.35% 167 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 116,926 35,442 0.39% 0.39% 168 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 116,555 35,330 0.23% 0.23% 169 0 0.0% Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History No change 115,437 34,991 1.26% 1.26% 170 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 115,463 34,971 0.19% 0.19% 171 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 114,328 34,655 0.75% 0.75% 172 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 114,139 34,597 0.12% 0.12% 173 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 112,791 34,189 0.4% 0.4% 174 0 0.0% Q2 2026 Jul 22, 2026
3Chopt Investment Partners, LLC History No change 110,885 33,610 6.32% 6.32% 175 0 0.0% Q2 2026 Jul 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 110,711 33,558 1.23% 1.23% 176 0 0.0% Q2 2026 Jul 21, 2026
Howard Capital Management Group, LLC History No change 109,897 33,311 2.04% 2.04% 177 0 0.0% Q2 2026 Jul 16, 2026
EP Wealth Advisors, LLC History No change 109,265 33,120 0.13% 0.13% 178 0 0.0% Q2 2026 Aug 11, 2026
BANK OF HAWAII History No change 108,559 32,906 1.62% 1.62% 179 0 0.0% Q2 2026 Aug 13, 2026
Curran Financial Partners, LLC History No change 106,081 32,155 4.79% 4.79% 180 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 105,915 32,104 1.39% 1.39% 181 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 105,892 32,098 0.18% 0.18% 182 0 0.0% Q2 2026 Jul 29, 2026
AlphaCore Capital LLC History No change 103,126 31,259 0.57% 0.57% 183 0 0.0% Q2 2026 Aug 06, 2026
MANNING & NAPIER ADVISORS LLC History No change 102,876 31,183 0.4% 0.4% 184 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 102,541 31,082 1.46% 1.46% 185 0 0.0% Q2 2026 Jul 21, 2026
SP Asset Management LLC History No change 102,238 30,990 2.48% 2.48% 186 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 100,858 30,572 1.54% 1.54% 187 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS INC /AR/ History No change 100,816 30,559 0.34% 0.34% 188 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 100,534 30,473 0.26% 0.26% 189 0 0.0% Q2 2026 Aug 06, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 106,739 30,366 10.86% 11.11% 190 -2,589 -2.37% Q3 2026 Oct 06, 2026
Modera Wealth Management, LLC History No change 99,867 30,271 0.32% 0.32% 191 0 0.0% Q2 2026 Aug 03, 2026
FIRST MANHATTAN CO. LLC. History No change 99,194 30,067 0.08% 0.08% 192 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 98,662 29,906 1.73% 1.73% 193 0 0.0% Q2 2026 Jul 15, 2026
TRB Wealth Management, LLC History No change 98,465 29,846 3.97% 3.97% 194 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 98,397 29,826 1.09% 1.09% 195 0 0.0% Q2 2026 Aug 05, 2026
MBE Wealth Management, LLC History No change 98,047 29,719 10.45% 10.45% 196 0 0.0% Q2 2026 Jul 24, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 97,940 29,687 1.62% 1.62% 197 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 96,303 29,191 1.55% 1.55% 198 0 0.0% Q2 2026 Jul 27, 2026
Laird Norton Wetherby Trust Company, LLC History No change 95,164 28,845 0.55% 0.55% 199 0 0.0% Q2 2026 Aug 14, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 92,772 28,120 11.71% 11.71% 200 0 0.0% Q2 2026 Jul 20, 2026
Bleakley Financial Group, LLC History No change 91,884 27,851 0.35% 0.35% 201 0 0.0% Q2 2026 Aug 05, 2026
BROWN ADVISORY INC History No change 91,350 27,689 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 91,129 27,623 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 13, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 97,054 27,610 3.14% 3.3% 204 +1,429 1.49% Q3 2026 Oct 08, 2026
ASPIRIANT, LLC History No change 90,467 27,424 0.68% 0.68% 205 0 0.0% Q2 2026 Jul 20, 2026
Noble Family Wealth, LLC History No change 90,379 27,395 4.9% 4.9% 206 0 0.0% Q2 2026 Aug 04, 2026
WBH ADVISORY INC History No change 89,618 27,164 1.82% 1.82% 207 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 87,872 26,635 0.72% 0.72% 208 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 87,670 26,574 1.07% 1.07% 209 0 0.0% Q2 2026 Jul 28, 2026
Summit Trail Advisors, LLC History No change 87,486 26,518 0.33% 0.33% 210 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 87,170 26,422 0.37% 0.37% 211 0 0.0% Q2 2026 Aug 18, 2026
Hurlow Wealth Management Group, Inc. History No change 86,672 26,271 5.47% 5.47% 212 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 86,317 26,164 0.53% 0.53% 213 0 0.0% Q2 2026 Aug 14, 2026
DeDora Capital, Inc. History No change 86,239 26,140 5.68% 5.68% 214 0 0.0% Q2 2026 Jul 13, 2026
MONTAG A & ASSOCIATES INC History No change 85,699 25,977 1.1% 1.1% 215 0 0.0% Q2 2026 Aug 05, 2026
Crewe Advisors LLC History No change 85,513 25,920 1.88% 1.88% 216 0 0.0% Q2 2026 Jul 23, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 84,191 25,519 0.21% 0.21% 217 0 0.0% Q2 2026 Sep 23, 2026
Financial Engines Advisors L.L.C. History No change 84,171 25,513 0.05% 0.05% 218 0 0.0% Q2 2026 Aug 14, 2026
BURRUS FINANCIAL SERVICES, INC. History No change 83,316 25,259 10.97% 10.97% 219 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 81,665 24,754 0.09% 0.09% 220 0 0.0% Q2 2026 Aug 14, 2026
TECTONIC ADVISORS LLC History No change 81,125 24,590 1.18% 1.18% 221 0 0.0% Q2 2026 Jul 15, 2026
BCK Partners, Inc. History No change 80,458 24,388 11.76% 11.76% 222 0 0.0% Q2 2026 Jul 17, 2026
Whitegate Investment Counselors, Inc. History No change 80,223 24,317 6.92% 6.92% 223 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Advisors / MI History No change 78,810 23,888 1.45% 1.45% 224 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 78,096 23,672 0.58% 0.58% 225 0 0.0% Q2 2026 Jul 31, 2026
MBM WEALTH CONSULTANTS, LLC History No change 77,964 23,632 4.56% 4.56% 226 0 0.0% Q2 2026 Jul 24, 2026
Compton Wealth Advisory Group, LLC History No change 77,776 23,450 4.73% 4.73% 227 0 0.0% Q2 2026 Jul 21, 2026
Kohmann Bosshard Financial Services, LLC History No change 77,283 23,426 1.99% 1.99% 228 0 0.0% Q2 2026 Jul 14, 2026
Twele Capital Management, Inc. History No change 76,439 23,170 3.78% 3.78% 229 0 0.0% Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History No change 75,758 22,963 0.2% 0.2% 230 0 0.0% Q2 2026 Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 74,861 22,691 0.56% 0.56% 231 0 0.0% Q2 2026 Jul 14, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 74,700 22,643 3.24% 3.24% 232 0 0.0% Q2 2026 Jul 23, 2026
Atria Investments, Inc History No change 74,685 22,638 0.23% 0.23% 233 0 0.0% Q2 2026 Jul 28, 2026
SAM Advisors, LLC History No change 74,596 22,611 6.17% 6.17% 234 0 0.0% Q2 2026 Aug 13, 2026
Roof Eidam Maycock Peralta, LLC History No change 74,582 22,607 4.45% 4.45% 235 0 0.0% Q2 2026 Jul 24, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 74,541 22,594 0.1% 0.1% 236 0 0.0% Q2 2026 Aug 13, 2026
Financial Synergies Wealth Advisors, Inc. History No change 74,319 22,527 1.91% 1.91% 237 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 74,060 22,448 0.16% 0.16% 238 0 0.0% Q2 2026 Jul 23, 2026
BLAIR WILLIAM & CO/IL History No change 73,321 22,224 0.06% 0.06% 239 0 0.0% Q2 2026 Aug 11, 2026
Charles Schwab Trust Co History No change 73,151 22,173 1.24% 1.24% 240 0 0.0% Q2 2026 Jul 10, 2026
Marietta Wealth Management, LLC History No change 72,359 21,933 2.26% 2.26% 241 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 71,790 21,760 0.34% 0.34% 242 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 71,522 21,679 1.04% 1.04% 243 0 0.0% Q2 2026 Aug 11, 2026
Forvis Mazars Wealth Advisors, LLC History No change 70,763 21,449 0.36% 0.36% 244 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 70,589 21,396 1.17% 1.17% 245 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 69,547 21,081 1.42% 1.42% 246 0 0.0% Q2 2026 Jul 15, 2026
GOLDEN ROAD ADVISORS LLC History No change 68,897 20,883 10.13% 10.13% 247 0 0.0% Q2 2026 Aug 07, 2026
VestGen Advisors, LLC History No change 68,766 20,844 0.61% 0.61% 248 0 0.0% Q2 2026 Aug 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 67,606 20,492 0.29% 0.29% 249 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 67,280 20,393 4.05% 4.05% 250 0 0.0% Q2 2026 Jul 10, 2026
AJ Advisors, LLC History No change 66,781 20,242 6.29% 6.29% 251 0 0.0% Q2 2026 Jul 23, 2026
Aries Wealth Management History No change 66,637 20,199 3.97% 3.97% 252 0 0.0% Q2 2026 Jul 24, 2026
Capital Group Private Client Services, Inc. History No change 66,281 20,091 0.28% 0.28% 253 0 0.0% Q2 2026 Aug 12, 2026
Old Mission Investment Co LLC History No change 66,050 20,021 4.17% 4.17% 254 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History No change 65,839 19,957 3.23% 3.23% 255 0 0.0% Q2 2026 Aug 03, 2026
Drucker Wealth 3.0, LLC History No change 65,708 19,917 3.15% 3.15% 256 0 0.0% Q2 2026 Jul 13, 2026
Dunhill Financial, LLC History No change 65,265 19,763 4.04% 4.04% 257 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 65,160 19,751 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 68,876 19,594 0.14% 0.12% 259 +18,110 35.67% Q3 2026 Oct 08, 2026
ALLIANCEBERNSTEIN L.P. History No change 73,740 19,313 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 14, 2026
Crane Advisory, LLC History No change 64,565 19,235 2.76% 2.76% 261 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 63,255 19,173 0.21% 0.21% 262 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 63,557 18,971 0.35% 0.35% 263 0 0.0% Q2 2026 Jul 27, 2026
Performance Wealth Partners, LLC History No change 62,311 18,887 0.47% 0.47% 264 0 0.0% Q2 2026 Aug 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 62,242 18,866 2.76% 2.76% 265 0 0.0% Q2 2026 Aug 04, 2026
AGF MANAGEMENT LTD History No change 61,981 18,787 0.07% 0.07% 266 0 0.0% Q2 2026 Aug 10, 2026
Nelson Capital Management, LLC History No change 61,952 18,778 2.06% 2.06% 267 0 0.0% Q2 2026 Jul 24, 2026
RFG HOLDINGS, INC. History No change 61,812 18,736 3.93% 3.93% 268 0 0.0% Q2 2026 Jul 29, 2026
True North Advisors, LLC History No change 61,751 18,717 1.79% 1.79% 269 0 0.0% Q2 2026 Jul 22, 2026
McAdam, LLC History No change 61,748 18,717 0.72% 0.72% 270 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 61,660 18,690 0.08% 0.08% 271 0 0.0% Q2 2026 Aug 11, 2026
Equity Wealth Partners, LLC History No change 61,430 18,620 6.69% 6.69% 272 0 0.0% Q2 2026 Jul 27, 2026
CITIGROUP INC History No change 61,078 18,513 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 69,190 18,489 0.31% 0.31% 274 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History Reduced 64,670 18,397 0.74% 0.78% 275 -311 -0.48% Q3 2026 Oct 08, 2026
Wedmont Private Capital History Added to 63,477 18,257 0.44% 0.49% 276 +3,266 5.42% Q3 2026 Oct 09, 2026
Focused Wealth Management, Inc History No change 59,868 18,147 1.58% 1.58% 277 0 0.0% Q2 2026 Aug 06, 2026
Tribridge Partners Financial LLC History No change 60,827 18,058 7.08% 7.08% 278 0 0.0% Q2 2026 Aug 04, 2026
Wealth Architects, LLC History No change 58,944 17,867 1.41% 1.41% 279 0 0.0% Q2 2026 Jul 23, 2026
Clarity Wealth Advisors, LLC History No change 58,679 17,786 3.14% 3.14% 280 0 0.0% Q2 2026 Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 58,458 17,719 0.33% 0.33% 281 0 0.0% Q2 2026 Aug 04, 2026
EverSource Wealth Advisors, LLC History No change 58,318 17,677 0.6% 0.6% 282 0 0.0% Q2 2026 Jul 24, 2026
Plum Street Advisors, LLC History No change 57,507 17,431 5.57% 5.57% 283 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 57,241 17,350 0.37% 0.37% 284 0 0.0% Q2 2026 Aug 03, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 56,738 17,198 0.67% 0.67% 285 0 0.0% Q2 2026 Aug 05, 2026
ETF Portfolio Partners, Inc. History No change 56,616 17,161 4.08% 4.08% 286 0 0.0% Q2 2026 Jul 13, 2026
Copper Harbor Investment Advisors, LLC History No change 56,130 17,014 3.6% 3.6% 287 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 56,075 16,997 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
Ascent Wealth Partners, LLC History No change 56,075 16,997 1.7% 1.7% 289 0 0.0% Q2 2026 Jul 31, 2026
Trust Co of the South History No change 56,049 16,989 2.39% 2.39% 290 0 0.0% Q2 2026 Jul 01, 2026
NICOLET BANKSHARES INC History No change 55,781 16,852 0.54% 0.54% 291 0 0.0% Q2 2026 Aug 11, 2026
McClarren Financial Advisors, Inc. History No change 55,545 16,836 8.7% 8.7% 292 0 0.0% Q2 2026 Jul 17, 2026
White Wing Wealth Management History No change 55,140 16,714 8.72% 8.72% 293 0 0.0% Q2 2026 Jul 08, 2026
GoalFusion Wealth Management, LLC History Added to 58,201 16,557 6.62% 7.03% 294 +787 1.37% Q3 2026 Oct 06, 2026
OPPENHEIMER & CO INC History No change 54,570 16,541 0.18% 0.18% 295 0 0.0% Q2 2026 Aug 03, 2026
ATMOS ADVISORY, LLC History Added to 58,074 16,521 8.8% 9.19% 296 +67 0.12% Q3 2026 Oct 06, 2026
VSM Wealth Advisory, LLC History No change 54,504 16,521 4.39% 4.39% 297 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 53,772 16,299 0.15% 0.15% 298 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 54,872 16,290 0.27% 0.27% 299 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 54,872 16,290 0.27% 0.27% 300 0 0.0% Q2 2026 Jul 29, 2026
SAGE FINANCIAL GROUP INC History No change 53,537 16,228 0.9% 0.9% 301 0 0.0% Q2 2026 Jul 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 53,368 16,176 0.24% 0.24% 302 0 0.0% Q2 2026 Jul 14, 2026
J.W. COLE ADVISORS, INC. History No change 53,027 16,073 0.28% 0.28% 303 0 0.0% Q2 2026 Jul 21, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 52,877 16,028 1.97% 1.97% 304 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 52,796 16,003 0.08% 0.08% 305 0 0.0% Q2 2026 Sep 23, 2026
PDS Planning, Inc History No change 52,128 15,801 0.91% 0.91% 306 0 0.0% Q2 2026 Aug 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 51,773 15,693 0.77% 0.77% 307 0 0.0% Q2 2026 Jul 20, 2026
Ballentine Partners, LLC History No change 51,611 15,644 0.19% 0.19% 308 0 0.0% Q2 2026 Jul 17, 2026
Spectrum Financial Alliance Ltd LLC History No change 51,609 15,643 2.3% 2.3% 309 0 0.0% Q2 2026 Jul 22, 2026
Asset Management Group, Inc. History No change 51,437 15,591 2.28% 2.28% 310 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 51,231 15,529 1.26% 1.26% 311 0 0.0% Q2 2026 Jul 31, 2026
Roberts Wealth Advisors, LLC History No change 51,091 15,486 3.52% 3.52% 312 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 50,954 15,445 0.32% 0.32% 313 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 50,427 15,285 0.21% 0.21% 314 0 0.0% Q2 2026 Aug 10, 2026
Cherry Tree Wealth Management, LLC History No change 50,301 15,247 2.87% 2.87% 315 0 0.0% Q2 2026 Sep 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 50,141 15,198 0.9% 0.9% 316 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL ADVISORS INC/OK History No change 49,597 15,033 0.22% 0.22% 317 0 0.0% Q2 2026 Jul 22, 2026
Frisco Financial Planning LLC History Reduced 52,749 15,006 11.68% 12.23% 318 -791 -1.48% Q3 2026 Oct 05, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 49,484 14,999 2.99% 2.99% 319 0 0.0% Q2 2026 Jul 22, 2026
STALEY CAPITAL ADVISERS INC History No change 48,967 14,842 0.58% 0.58% 320 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 48,951 14,837 0.6% 0.6% 321 0 0.0% Q2 2026 Jul 27, 2026
Dakota Wealth Management History No change 48,621 14,737 0.28% 0.28% 322 0 0.0% Q2 2026 Aug 07, 2026
Kathmere Capital Management, LLC History No change 48,565 14,720 0.78% 0.78% 323 0 0.0% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History No change 48,519 14,707 0.21% 0.21% 324 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History No change 48,362 14,659 0.22% 0.22% 325 0 0.0% Q2 2026 Aug 03, 2026
CRA Financial Services, LLC History No change 48,302 14,641 1.69% 1.69% 326 0 0.0% Q2 2026 Jul 24, 2026
High Note Wealth, LLC History No change 48,037 14,561 2.48% 2.48% 327 0 0.0% Q2 2026 Jul 23, 2026
James J. Burns & Company, LLC History No change 47,870 14,510 1.57% 1.57% 328 0 0.0% Q2 2026 Aug 06, 2026
Bear Mountain Capital, Inc. History No change 48,633 14,438 4.18% 4.18% 329 0 0.0% Q2 2026 Jul 20, 2026
Vawter Financial, Ltd. History No change 47,551 14,413 5.43% 5.43% 330 0 0.0% Q2 2026 Jul 24, 2026
KTF INVESTMENTS, LLC History No change 47,279 14,331 1.45% 1.45% 331 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 47,272 14,329 0.14% 0.14% 332 0 0.0% Q2 2026 Aug 11, 2026
EARNED WEALTH ADVISORS, LLC History No change 47,145 14,290 0.92% 0.92% 333 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 47,096 14,275 0.18% 0.18% 334 0 0.0% Q2 2026 Jul 24, 2026
Beirne Wealth Consulting Services, LLC History No change 47,050 14,262 2.84% 2.84% 335 0 0.0% Q2 2026 Jul 15, 2026
David Kennon Inc History No change 46,823 14,192 4.69% 4.69% 336 0 0.0% Q2 2026 Jul 22, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 46,818 14,191 3.13% 3.13% 337 0 0.0% Q2 2026 Jul 07, 2026
Americana Partners, LLC History No change 46,780 14,179 0.32% 0.32% 338 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 46,634 14,135 0.44% 0.44% 339 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History No change 46,612 14,129 0.17% 0.17% 340 0 0.0% Q2 2026 Jul 22, 2026
Vise Technologies, Inc. History No change 46,525 14,102 0.16% 0.16% 341 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 46,461 14,083 0.27% 0.27% 342 0 0.0% Q2 2026 Jul 27, 2026
Mason & Associates, LLC History No change 46,209 14,006 2.91% 2.91% 343 0 0.0% Q2 2026 Jul 14, 2026
DORVAL Corp History No change 46,172 13,995 4.03% 4.03% 344 0 0.0% Q2 2026 Jul 24, 2026
Arbor Wealth Advisors LLC History Reduced 49,067 13,958 8.69% 9.34% 345 -1,314 -2.61% Q3 2026 Oct 09, 2026
WHITTIER TRUST CO History No change 46,237 13,947 0.14% 0.14% 346 0 0.0% Q2 2026 Jul 27, 2026
Apriem Advisors History No change 45,306 13,733 1.19% 1.19% 347 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 45,016 13,663 0.12% 0.12% 348 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History Added to 48,022 13,661 1.54% 1.56% 349 +4,332 9.92% Q3 2026 Oct 09, 2026
NI ACQUISITIONS COMPANY, LLC History No change 44,993 13,638 5.82% 5.82% 350 0 0.0% Q2 2026 Aug 05, 2026
Code Waechter LLC History No change 44,952 13,625 7.05% 7.05% 351 0 0.0% Q2 2026 Jul 31, 2026
JDM Financial Group LLC History No change 120,569 13,575 4.63% 4.63% 352 0 0.0% Q2 2026 Aug 17, 2026
Madrona Financial Services, LLC History No change 44,361 13,446 2.48% 2.48% 353 0 0.0% Q2 2026 Jul 17, 2026
RWA WEALTH PARTNERS, LLC History No change 44,329 13,436 0.13% 0.13% 354 0 0.0% Q2 2026 Aug 07, 2026
Fiduciary Wealth Partners, LLC History No change 44,238 13,409 7.38% 7.38% 355 0 0.0% Q2 2026 Jul 29, 2026
Sage Mountain Advisors LLC History No change 44,152 13,383 0.82% 0.82% 356 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 43,393 13,153 0.82% 0.82% 357 0 0.0% Q2 2026 Aug 10, 2026
Black Diamond Financial, LLC History No change 43,280 13,118 1.16% 1.16% 358 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 43,077 13,057 0.6% 0.6% 359 0 0.0% Q2 2026 Jul 23, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 44,011 12,997 2.45% 2.45% 360 0 0.0% Q2 2026 Jul 27, 2026
Capital Management Associates, Inc History No change 42,847 12,987 2.61% 2.61% 361 0 0.0% Q2 2026 Jul 22, 2026
Fee-Only Financial Planning, L.C. History No change 42,733 12,953 6.94% 6.94% 362 0 0.0% Q2 2026 Jul 29, 2026
Red Wave Investments LLC History No change 42,690 12,940 3.29% 3.29% 363 0 0.0% Q2 2026 Aug 05, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 45,434 12,925 1.12% 1.18% 364 -798 -1.73% Q3 2026 Oct 07, 2026
Ellevest, Inc. History No change 86,654 12,916 1.52% 1.52% 365 0 0.0% Q2 2026 Aug 10, 2026
Fonville Wealth Management LLC History No change 42,424 12,859 2.1% 2.1% 366 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY ADVISORS, INC. History No change 42,368 12,842 8.64% 8.64% 367 0 0.0% Q2 2026 Jul 24, 2026
COMMERCE BANK History No change 42,300 12,821 0.06% 0.06% 368 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 42,273 12,813 0.17% 0.17% 369 0 0.0% Q2 2026 Aug 12, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 42,150 12,776 4.71% 4.71% 370 0 0.0% Q2 2026 Jul 22, 2026
Praetorian Wealth Management, Inc. History No change 42,131 12,770 2.2% 2.2% 371 0 0.0% Q2 2026 Jul 07, 2026
Crusonia Wealth Advisors LLC History No change 42,091 12,758 2.09% 2.09% 372 0 0.0% Q2 2026 Jul 30, 2026
Perigon Wealth Management, LLC History No change 41,716 12,644 0.2% 0.2% 373 0 0.0% Q2 2026 Aug 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 41,614 12,614 0.4% 0.4% 374 0 0.0% Q2 2026 Aug 04, 2026
Wealth Analytics Partners, LLC History No change 42,379 12,581 4.56% 4.56% 375 0 0.0% Q2 2026 Jul 16, 2026
Agate Pass Investment Management, LLC History No change 41,287 12,514 4.61% 4.61% 376 0 0.0% Q2 2026 Jul 08, 2026
Berman McAleer LLC History No change 41,181 12,482 1.45% 1.45% 377 0 0.0% Q2 2026 Jul 16, 2026
25 LLC History No change 40,836 12,378 3.39% 3.39% 378 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL SECURITIES, INC. History No change 40,765 12,356 0.15% 0.15% 379 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 40,643 12,319 0.31% 0.31% 380 0 0.0% Q2 2026 Aug 07, 2026
Beacon Financial Strategies CORP History No change 40,606 12,308 6.12% 6.12% 381 0 0.0% Q2 2026 Jul 08, 2026
HOGE FINANCIAL SERVICES, LLC History No change 40,272 12,207 5.84% 5.84% 382 0 0.0% Q2 2026 Jul 29, 2026
TD Capital Management LLC History No change 40,087 12,151 0.99% 0.99% 383 0 0.0% Q2 2026 Aug 06, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 39,944 12,107 0.15% 0.15% 384 0 0.0% Q2 2026 Aug 07, 2026
Chesley Taft & Associates LLC History No change 39,904 12,095 0.47% 0.47% 385 0 0.0% Q2 2026 Jul 08, 2026
Leeward Financial Partners, LLC History No change 39,856 12,081 3.17% 3.17% 386 0 0.0% Q2 2026 Aug 06, 2026
Brooklyn FI, LLC History No change 40,724 12,047 2.2% 2.2% 387 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 39,553 11,989 0.03% 0.03% 388 0 0.0% Q2 2026 Aug 14, 2026
CULBERTSON A N & CO INC History No change 39,471 11,964 1.39% 1.39% 389 0 0.0% Q2 2026 Jul 29, 2026
Napier Financial, LLC History No change 39,347 11,926 2.48% 2.48% 390 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 39,554 11,917 0.39% 0.39% 391 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 39,103 11,852 2.66% 2.66% 392 0 0.0% Q2 2026 Jul 22, 2026
BlueSky Wealth Advisors, LLC History No change 39,084 11,847 1.37% 1.37% 393 0 0.0% Q2 2026 Jul 28, 2026
Brindle & Bay Financial Advisors, LLC History No change 38,780 11,754 5.88% 5.88% 394 0 0.0% Q2 2026 Jul 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 38,768 11,751 0.21% 0.21% 395 0 0.0% Q2 2026 Jul 23, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 38,608 11,702 0.79% 0.79% 396 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 38,563 11,689 0.1% 0.1% 397 0 0.0% Q2 2026 Aug 06, 2026
Financial Futures Ltd Liability Co. History No change 38,495 11,668 4.44% 4.44% 398 0 0.0% Q2 2026 Jul 27, 2026
Wealth Management Strategies, Inc. History No change 38,346 11,623 4.54% 4.54% 399 0 0.0% Q2 2026 Aug 17, 2026
Single Point Partners, LLC History No change 37,745 11,441 2.01% 2.01% 400 0 0.0% Q2 2026 Jul 16, 2026
SouthState Bank Corp History No change 37,529 11,375 0.47% 0.47% 401 0 0.0% Q2 2026 Aug 06, 2026
Horizons Wealth Management History New 39,982 11,374 7.09% — 402 +39,982 New Q3 2026 Oct 05, 2026
TriaGen Wealth Management LLC History No change 37,370 11,327 2.83% 2.83% 403 0 0.0% Q2 2026 Jul 21, 2026
Field & Main Bank History No change 37,250 11,291 2.33% 2.33% 404 0 0.0% Q2 2026 Aug 19, 2026
WESBANCO BANK INC History No change 36,971 11,206 0.28% 0.28% 405 0 0.0% Q2 2026 Jul 28, 2026
Kearns & Associates LLC History Reduced 39,327 11,188 5.14% 5.57% 406 -40 -0.1% Q3 2026 Oct 09, 2026
BOK Financial Private Wealth, Inc. History No change 36,657 11,111 0.57% 0.57% 407 0 0.0% Q2 2026 Aug 07, 2026
Capital Advantage, Inc. History No change 36,228 10,981 1.34% 1.34% 408 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 36,207 10,974 0.42% 0.42% 409 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 36,007 10,914 0.21% 0.21% 410 0 0.0% Q2 2026 Jul 09, 2026
Valmark Advisers, Inc. History No change 35,919 10,887 0.12% 0.12% 411 0 0.0% Q2 2026 Aug 06, 2026
Evolution Wealth Advisors, LLC History No change 35,915 10,886 1.27% 1.27% 412 0 0.0% Q2 2026 Jul 29, 2026
Visionary Wealth Advisors History No change 35,863 10,870 0.43% 0.43% 413 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL PLANNING, INC History No change 35,796 10,850 3.68% 3.68% 414 0 0.0% Q2 2026 Aug 06, 2026
DMKC Advisory Services, LLC History No change 35,779 10,845 2.05% 2.05% 415 0 0.0% Q2 2026 Jul 07, 2026
Capital Planning LLC History Reduced 37,842 10,765 2.86% 3.43% 416 -972 -2.5% Q3 2026 Oct 09, 2026
Verum Partners LLC History No change 35,371 10,721 1.6% 1.6% 417 0 0.0% Q2 2026 Jul 22, 2026
Peak Retirement Planning, Inc. History No change 35,246 10,683 1.69% 1.69% 418 0 0.0% Q2 2026 Aug 10, 2026
Krane Financial Solutions LLC History No change 34,974 10,601 6.53% 6.53% 419 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone National Bank & Trust Co History No change 34,936 10,533 3.56% 3.56% 420 0 0.0% Q2 2026 Jul 21, 2026
Sand Hill Global Advisors, LLC History No change 34,748 10,532 0.32% 0.32% 421 0 0.0% Q2 2026 Aug 11, 2026
Silverleafe Capital Partners, LLC History Added to 36,935 10,507 2.99% 3.04% 422 +96 0.26% Q3 2026 Oct 02, 2026
Goldstone Financial Group, LLC History No change 34,639 10,499 0.96% 0.96% 423 0 0.0% Q2 2026 Aug 11, 2026
Thrive Wealth Management, LLC History No change 34,451 10,442 1.33% 1.33% 424 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 34,373 10,419 0.19% 0.19% 425 0 0.0% Q2 2026 Jul 20, 2026
Evolution Advisers, Inc. History No change 33,903 10,276 3.78% 3.78% 426 0 0.0% Q2 2026 Jul 31, 2026
Orgel Wealth Management, LLC History No change 33,887 10,271 0.19% 0.19% 427 0 0.0% Q2 2026 Jul 13, 2026
Roundview Capital LLC History No change 33,838 10,257 0.56% 0.56% 428 0 0.0% Q2 2026 Jul 30, 2026
Cynosure Group, LLC History No change 33,812 10,249 1.54% 1.54% 429 0 0.0% Q2 2026 Aug 05, 2026
Smith & Howard Wealth Management, LLC History No change 33,750 10,230 2.03% 2.03% 430 0 0.0% Q2 2026 Aug 03, 2026
BIP Wealth, LLC History No change 33,588 10,181 0.29% 0.29% 431 0 0.0% Q2 2026 Aug 03, 2026
Rinkey Investments History No change 33,327 10,102 2.38% 2.38% 432 0 0.0% Q2 2026 Jul 20, 2026
Sovereign Financial Group, Inc. History No change 33,141 10,045 1.54% 1.54% 433 0 0.0% Q2 2026 Jul 24, 2026
Empower Advisory Group, LLC History No change 33,099 10,032 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 12, 2026
Sandy Cove Advisors, LLC History No change 33,062 10,021 2.51% 2.51% 435 0 0.0% Q2 2026 Jul 07, 2026
Johnson Bixby & Associates, LLC History No change 33,027 10,011 1.12% 1.12% 436 0 0.0% Q2 2026 Jul 16, 2026
Midwest Trust Co History No change 32,890 9,969 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 04, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 32,826 9,950 3.68% 3.68% 438 0 0.0% Q2 2026 Jul 21, 2026
Prosperity Advisers, LLC History No change 32,560 9,869 7.15% 7.15% 439 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 34,614 9,847 2.65% 2.69% 440 +800 2.37% Q3 2026 Oct 02, 2026
Florida Trust Wealth Management Co History No change 32,477 9,844 0.24% 0.24% 441 0 0.0% Q2 2026 Jul 27, 2026
OFS Enterprise LLC History No change 32,420 9,827 2.51% 2.51% 442 0 0.0% Q2 2026 Jul 08, 2026
Ramiah Investment Group History No change 32,379 9,814 7.49% 7.49% 443 0 0.0% Q2 2026 Jul 16, 2026
Prospera Financial Services Inc History No change 31,945 9,715 0.14% 0.14% 444 0 0.0% Q2 2026 Jul 15, 2026
Five Pine Wealth Management History No change 31,990 9,696 5.49% 5.49% 445 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 31,909 9,672 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 13, 2026
WESCAP Management Group, Inc. History No change 31,749 9,623 1.8% 1.8% 447 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 31,727 9,617 0.08% 0.08% 448 0 0.0% Q2 2026 Aug 12, 2026
Elite Financial, Inc. History No change 31,678 9,602 3.88% 3.88% 449 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 31,666 9,598 3.79% 3.79% 450 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Advisors Inc. History No change 31,646 9,592 1.65% 1.65% 451 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 31,578 9,571 0.62% 0.62% 452 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 31,479 9,541 0.18% 0.18% 453 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 31,446 9,531 0.27% 0.27% 454 0 0.0% Q2 2026 Jul 07, 2026
Meeder Advisory Services, Inc. History No change 31,348 9,502 0.35% 0.35% 455 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History Added to 33,028 9,396 0.13% 0.1% 456 +8,196 33.01% Q3 2026 Oct 08, 2026
HARBOR ADVISORY CORP /MA/ History No change 30,823 9,343 2.5% 2.5% 457 0 0.0% Q2 2026 Aug 13, 2026
Latigo Investments, LLC History No change 30,671 9,296 4.14% 4.14% 458 0 0.0% Q2 2026 Aug 06, 2026
Texas Yale Capital Corp. History No change 30,598 9,274 0.2% 0.2% 459 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 30,544 9,258 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 30,370 9,205 0.18% 0.18% 461 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 30,334 9,194 0.07% 0.07% 462 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 30,310 9,187 0.42% 0.42% 463 0 0.0% Q2 2026 Aug 20, 2026
Global Retirement Partners, LLC History No change 30,301 9,184 0.14% 0.14% 464 0 0.0% Q2 2026 Aug 06, 2026
ARROW FINANCIAL CORP History No change 30,205 9,155 0.82% 0.82% 465 0 0.0% Q2 2026 Jul 31, 2026
Plus Group Wealth Advisors LLC History No change 29,945 9,076 8.54% 8.54% 466 0 0.0% Q2 2026 Jul 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 29,589 8,968 2.38% 2.38% 467 0 0.0% Q2 2026 Aug 20, 2026
Arcadia Wealth Management, LLC History No change 29,411 8,915 2.8% 2.8% 468 0 0.0% Q2 2026 Jul 20, 2026
Retirement Management Systems Inc. History No change 29,290 8,878 1.82% 1.82% 469 0 0.0% Q2 2026 Jul 21, 2026
Brick & Kyle, Associates History No change 33,768 8,844 2.92% 2.92% 470 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 29,126 8,828 0.1% 0.1% 471 0 0.0% Q2 2026 Aug 13, 2026
Arkos Global Advisors History No change 29,112 8,824 1.04% 1.04% 472 0 0.0% Q2 2026 Aug 14, 2026
NavPoint Financial, Inc. History No change 29,091 8,818 3.27% 3.27% 473 0 0.0% Q2 2026 Jul 23, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 29,057 8,807 0.33% 0.33% 474 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 28,847 8,744 0.44% 0.44% 475 0 0.0% Q2 2026 Jul 23, 2026
Warwick Investment Management, Inc. History No change 28,822 8,736 0.98% 0.98% 476 0 0.0% Q2 2026 Jul 31, 2026
First PREMIER Bank History No change 28,818 8,735 1.41% 1.41% 477 0 0.0% Q2 2026 Jul 15, 2026
Mesirow Financial Investment Management, Inc. History No change 28,681 8,694 0.14% 0.14% 478 0 0.0% Q2 2026 Jul 22, 2026
Gateway Wealth Partners, LLC History No change 28,604 8,670 0.52% 0.52% 479 0 0.0% Q2 2026 Aug 04, 2026
Atlantic Union Bankshares Corp History No change 28,564 8,658 0.14% 0.14% 480 0 0.0% Q2 2026 Aug 11, 2026
RW Investment Management LLC History No change 28,546 8,653 0.76% 0.76% 481 0 0.0% Q2 2026 Aug 06, 2026
Creekside Partners History No change 28,515 8,643 3.13% 3.13% 482 0 0.0% Q2 2026 Jul 30, 2026
Venture Visionary Partners LLC History Added to 30,362 8,637 0.23% 0.25% 483 +726 2.45% Q3 2026 Oct 07, 2026
Root Financial Partners, LLC History No change 28,408 8,610 0.33% 0.33% 484 0 0.0% Q2 2026 Jul 29, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 29,962 8,523 1.73% 1.87% 485 +1 0.0% Q3 2026 Oct 07, 2026
Essex Financial Services, Inc. History No change 28,115 8,522 0.42% 0.42% 486 0 0.0% Q2 2026 Aug 10, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 27,713 8,400 5.57% 5.57% 487 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 27,652 8,381 0.85% 0.85% 488 0 0.0% Q2 2026 Jul 17, 2026
Colony Family Offices, LLC History No change 27,432 8,315 1.83% 1.83% 489 0 0.0% Q2 2026 Jul 20, 2026
HighRoad Wealth Advisors, LLC History No change 27,426 8,313 7.01% 7.01% 490 0 0.0% Q2 2026 Jul 21, 2026
FAMILY WEALTH PARTNERS, LLC History No change 27,366 8,295 2.55% 2.55% 491 0 0.0% Q2 2026 Jul 10, 2026
REAP Financial Group, LLC History No change 27,258 8,262 1.41% 1.41% 492 0 0.0% Q2 2026 Aug 04, 2026
Prepared Retirement Institute LLC History No change 27,121 8,220 3.5% 3.5% 493 0 0.0% Q2 2026 Aug 10, 2026
Quaker Wealth Management, LLC History No change 27,090 8,211 2.39% 2.39% 494 0 0.0% Q2 2026 Jul 24, 2026
Duncan Williams Asset Management, LLC History No change 27,067 8,204 1.85% 1.85% 495 0 0.0% Q2 2026 Jul 22, 2026
CSM Advisors, LLC History No change 27,044 8,199 0.18% 0.18% 496 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 26,909 8,156 0.47% 0.47% 497 0 0.0% Q2 2026 Jul 15, 2026
Snowden Capital Advisors LLC History No change 26,841 8,136 0.19% 0.19% 498 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 26,766 8,113 0.04% 0.04% 499 0 0.0% Q2 2026 Jul 13, 2026
White Lighthouse Investment Management Inc. History No change 26,615 8,067 1.01% 1.01% 500 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 26,593 8,060 0.04% 0.04% 501 0 0.0% Q2 2026 Jul 17, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 26,554 8,049 3.06% 3.06% 502 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 26,197 7,940 0.64% 0.64% 503 0 0.0% Q2 2026 Aug 06, 2026
Rareview Capital LLC History No change 32,970 7,813 4.37% 4.37% 504 0 0.0% Q2 2026 Jul 23, 2026
S.A. Mason LLC History No change 25,765 7,809 2.4% 2.4% 505 0 0.0% Q2 2026 Jul 31, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 25,635 7,770 3.28% 3.28% 506 0 0.0% Q2 2026 Jul 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 25,525 7,737 0.22% 0.22% 507 0 0.0% Q2 2026 Aug 10, 2026
Gilman Hill Asset Management, LLC History No change 25,510 7,732 1.06% 1.06% 508 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 25,482 7,723 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 11, 2026
GreatBanc Trust CO History No change 25,368 7,689 4.77% 4.77% 510 0 0.0% Q2 2026 Jul 29, 2026
Argent Trust Co History No change 25,249 7,653 0.22% 0.22% 511 0 0.0% Q2 2026 Aug 06, 2026
Certified Advisory Corp History No change 25,098 7,607 0.61% 0.61% 512 0 0.0% Q2 2026 Jul 16, 2026
Annex Advisory Services, LLC History No change 25,011 7,581 0.13% 0.13% 513 0 0.0% Q2 2026 Jul 10, 2026
STEPH & CO History Reduced 26,611 7,570 1.93% 2.17% 514 -1,708 -6.03% Q3 2026 Oct 07, 2026
Greenhouse Wealth Management, LLC History No change 24,935 7,556 5.31% 5.31% 515 0 0.0% Q2 2026 Aug 06, 2026
Belpointe Asset Management LLC History No change 24,759 7,505 0.25% 0.25% 516 0 0.0% Q2 2026 Jul 31, 2026
Fifth Third Wealth Advisors LLC History No change 24,738 7,498 0.21% 0.21% 517 0 0.0% Q2 2026 Jul 17, 2026
Accredited Investors Inc. History No change 24,724 7,494 0.32% 0.32% 518 0 0.0% Q2 2026 Jul 21, 2026
Aptus Capital Advisors, LLC History No change 24,586 7,452 0.05% 0.05% 519 0 0.0% Q2 2026 Aug 12, 2026
WEST BANCORPORATION INC History No change 24,582 7,451 3.19% 3.19% 520 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Group, LLC / IL History No change 24,578 7,449 1.82% 1.82% 521 0 0.0% Q2 2026 Jul 30, 2026
Brightwater Advisory LLC History No change 24,551 7,441 4.7% 4.7% 522 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 24,536 7,437 0.05% 0.05% 523 0 0.0% Q2 2026 Aug 14, 2026
Ruggaard & Associates LLC History No change 24,486 7,422 2.66% 2.66% 524 0 0.0% Q2 2026 Aug 17, 2026
Jacobsen Capital Management History No change 24,475 7,418 2.17% 2.17% 525 0 0.0% Q2 2026 Jul 29, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 24,437 7,407 0.61% 0.61% 526 0 0.0% Q2 2026 Jul 16, 2026
Rose Capital Advisors LLC History No change 24,429 7,404 3.71% 3.71% 527 0 0.0% Q2 2026 Aug 07, 2026
Carr Financial Group Corp History No change 24,369 7,386 1.7% 1.7% 528 0 0.0% Q2 2026 Aug 06, 2026
NewCorp Financial Services, Inc. History No change 24,350 7,381 5.65% 5.65% 529 0 0.0% Q2 2026 Aug 03, 2026
JNBA Financial Advisors History No change 24,310 7,368 0.56% 0.56% 530 0 0.0% Q2 2026 Jul 23, 2026
FIRST UNITED BANK & TRUST History No change 24,084 7,300 2.1% 2.1% 531 0 0.0% Q2 2026 Jul 20, 2026
CATHY PARETO & ASSOCIATES, INC History No change 24,073 7,296 4.28% 4.28% 532 0 0.0% Q2 2026 Jul 15, 2026
Kera Capital Partners, Inc. History No change 24,023 7,281 0.7% 0.7% 533 0 0.0% Q2 2026 Aug 14, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 23,835 7,224 0.84% 0.84% 534 0 0.0% Q2 2026 Aug 13, 2026
Walkner Condon Financial Advisors LLC History No change 23,721 7,190 0.83% 0.83% 535 0 0.0% Q2 2026 Jul 27, 2026
Family Investment Center, Inc. History No change 23,607 7,155 1.19% 1.19% 536 0 0.0% Q2 2026 Jul 23, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 23,535 7,133 0.94% 0.94% 537 0 0.0% Q2 2026 Aug 14, 2026
CHRISTINE MESSMER PC History No change 23,406 7,094 4.0% 4.0% 538 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 23,381 7,087 0.47% 0.47% 539 0 0.0% Q2 2026 Aug 05, 2026
Farrell Financial LLC History No change 23,330 7,071 3.82% 3.82% 540 0 0.0% Q2 2026 Jul 10, 2026
RFG Advisory, LLC History No change 23,232 7,042 0.11% 0.11% 541 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIENT ADVISORS LLC History No change 23,231 7,041 1.01% 1.01% 542 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History Reduced 24,689 7,023 0.7% 0.74% 543 -61 -0.25% Q3 2026 Oct 08, 2026
Ariston Services Group History No change 23,137 7,013 3.87% 3.87% 544 0 0.0% Q2 2026 Jul 27, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 23,077 6,995 0.88% 0.88% 545 0 0.0% Q2 2026 Jul 31, 2026
Stonebridge Capital Advisors LLC History No change 23,075 6,994 0.45% 0.45% 546 0 0.0% Q2 2026 Aug 12, 2026
Peterson Wealth Advisors, LLC History Reduced 24,544 6,982 0.81% 0.9% 547 -495 -1.98% Q3 2026 Oct 08, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 23,031 6,981 0.11% 0.11% 548 0 0.0% Q2 2026 Aug 03, 2026
Evercore Wealth Management, LLC History No change 23,028 6,980 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Partners - WNY, LLC History No change 22,883 6,936 3.43% 3.43% 550 0 0.0% Q2 2026 Jul 15, 2026
BTG Pactual Asset Management US LLC History No change 22,833 6,921 0.43% 0.43% 551 0 0.0% Q2 2026 Aug 14, 2026
McNaughton Wealth Management, LLC History Added to 24,204 6,885 2.41% 2.54% 552 +588 2.49% Q3 2026 Oct 08, 2026
Modern Wealth Management, LLC History No change 22,464 6,809 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 13, 2026
Aurelius Family Office LLC History No change 22,399 6,789 2.67% 2.67% 554 0 0.0% Q2 2026 Jul 13, 2026
Keystone Financial Group History No change 22,348 6,774 0.4% 0.4% 555 0 0.0% Q2 2026 Jul 29, 2026
American Investment Services, Inc. History No change 22,163 6,717 1.42% 1.42% 556 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 22,042 6,681 0.58% 0.58% 557 0 0.0% Q2 2026 Jul 20, 2026
Integrated Advisors Network LLC History No change 22,029 6,677 0.31% 0.31% 558 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 21,985 6,664 0.17% 0.17% 559 0 0.0% Q2 2026 Jul 31, 2026
Ausdal Financial Partners, Inc. History No change 21,943 6,651 0.26% 0.26% 560 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 21,843 6,621 0.2% 0.2% 561 0 0.0% Q2 2026 Jul 14, 2026
Cypress Wealth Services, LLC History No change 21,838 6,619 0.81% 0.81% 562 0 0.0% Q2 2026 Jul 10, 2026
XML Financial, LLC History No change 21,795 6,606 0.48% 0.48% 563 0 0.0% Q2 2026 Jul 24, 2026
Arbor Wealth Management LLC\AZ History No change 21,786 6,603 5.87% 5.87% 564 0 0.0% Q2 2026 Aug 12, 2026
May Hill Capital, LLC History No change 21,641 6,559 1.37% 1.37% 565 0 0.0% Q2 2026 Aug 07, 2026
Winter & Associates, Inc. History No change 21,535 6,527 4.9% 4.9% 566 0 0.0% Q2 2026 Jul 09, 2026
HEADINVEST, LLC History No change 21,517 6,522 1.22% 1.22% 567 0 0.0% Q2 2026 Aug 14, 2026
Phillip James Consulting Co. History No change 21,494 6,515 4.35% 4.35% 568 0 0.0% Q2 2026 Jul 28, 2026
Brand Asset Management Group, Inc. History No change 21,466 6,506 1.44% 1.44% 569 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 21,399 6,486 0.35% 0.35% 570 0 0.0% Q2 2026 Aug 13, 2026
Carter Financial, LLC History No change 21,353 6,472 4.85% 4.85% 571 0 0.0% Q2 2026 Aug 13, 2026
Abacus Planning Group, Inc. History No change 21,347 6,470 0.8% 0.8% 572 0 0.0% Q2 2026 Jul 20, 2026
Fortis Capital Advisors, LLC History No change 21,342 6,469 0.73% 0.73% 573 0 0.0% Q2 2026 Jul 31, 2026
GFS Advisors, LLC History No change 3,728 6,464 0.68% 0.68% 574 0 0.0% Q2 2026 Aug 04, 2026
Marathon Wealth Advisors LLC History No change 21,296 6,455 2.21% 2.21% 575 0 0.0% Q2 2026 Sep 11, 2026
CITADEL ADVISORS LLC History No change 21,200 6,426 0.0% 0.0% 576 0 0.0% Q2 2026 Sep 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 22,522 6,407 0.41% 0.71% 577 -12,185 -35.11% Q3 2026 Oct 08, 2026
Newton One Investments LLC History No change 21,042 6,378 1.61% 1.61% 578 0 0.0% Q2 2026 Jul 22, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 21,039 6,377 0.11% 0.11% 579 0 0.0% Q2 2026 Jul 14, 2026
Kingsview Wealth Management, LLC History No change 21,005 6,367 0.08% 0.08% 580 0 0.0% Q2 2026 Aug 18, 2026
Index Fund Advisors, Inc. History No change 20,913 6,339 0.25% 0.25% 581 0 0.0% Q2 2026 Aug 12, 2026
Councilor Wealth, LLC History Reduced 22,269 6,335 2.61% 2.81% 582 -610 -2.67% Q3 2026 Oct 09, 2026
CONDOR CAPITAL MANAGEMENT History No change 20,889 6,331 0.47% 0.47% 583 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 20,676 6,267 0.15% 0.15% 584 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Management, LLC History No change 21,526 6,250 0.19% 0.19% 585 0 0.0% Q2 2026 Aug 05, 2026
PW Nova Financial Services LLC History No change 20,620 6,250 1.34% 1.34% 586 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 20,611 6,247 0.27% 0.27% 587 0 0.0% Q2 2026 Jul 22, 2026
STAGE HARBOR FINANCIAL, LLC History No change 20,579 6,237 3.6% 3.6% 588 0 0.0% Q2 2026 Aug 07, 2026
KEYVANTAGE WEALTH, LLC History No change 20,578 6,237 2.36% 2.36% 589 0 0.0% Q2 2026 Aug 11, 2026
Bernardo Wealth Planning LLC History No change 20,452 6,199 1.06% 1.06% 590 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 20,407 6,185 1.22% 1.22% 591 0 0.0% Q2 2026 Aug 11, 2026
KELLEHER FINANCIAL ADVISORS History No change 20,349 6,168 0.88% 0.88% 592 0 0.0% Q2 2026 Aug 06, 2026
BridgePort Financial Solutions, LLC History No change 20,257 6,140 1.56% 1.56% 593 0 0.0% Q2 2026 Jul 24, 2026
TI-TRUST, INC History No change 20,181 6,117 3.29% 3.29% 594 0 0.0% Q2 2026 Jul 23, 2026
Financial Insights, Inc. History No change 20,176 6,115 1.61% 1.61% 595 0 0.0% Q2 2026 Aug 25, 2026
Thayer Financial, L.L.C. History No change 20,132 6,102 5.55% 5.55% 596 0 0.0% Q2 2026 Jul 08, 2026
DAVIDSON INVESTMENT ADVISORS History No change 20,105 6,094 0.25% 0.25% 597 0 0.0% Q2 2026 Jul 21, 2026
McKinley Carter Wealth Services, Inc. History No change 20,074 6,084 0.31% 0.31% 598 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 20,013 6,066 0.09% 0.09% 599 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 20,011 6,065 0.41% 0.41% 600 0 0.0% Q2 2026 Sep 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 19,842 6,014 0.11% 0.11% 601 0 0.0% Q2 2026 Jul 15, 2026
BALANCED WEALTH GROUP LLC History No change 19,620 5,947 1.88% 1.88% 602 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 19,601 5,941 0.07% 0.07% 603 0 0.0% Q2 2026 Aug 12, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 19,589 5,937 3.3% 3.3% 604 0 0.0% Q2 2026 Jul 16, 2026
American Alpha Advisors, LLC History No change 19,479 5,904 3.19% 3.19% 605 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Added to 20,623 5,866 4.27% 4.61% 606 +1,648 8.69% Q3 2026 Oct 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 19,300 5,850 0.11% 0.11% 607 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History No change 19,291 5,847 0.33% 0.33% 608 0 0.0% Q2 2026 Aug 04, 2026
Frontier Asset Management, LLC History No change 19,280 5,844 1.05% 1.05% 609 0 0.0% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 19,278 5,843 2.02% 2.02% 610 0 0.0% Q2 2026 Jul 07, 2026
SageView Advisory Group, LLC History No change 19,246 5,833 0.19% 0.19% 611 0 0.0% Q2 2026 Aug 10, 2026
Wilson & Boucher Capital Management, LLC History No change 19,197 5,819 3.41% 3.41% 612 0 0.0% Q2 2026 Aug 18, 2026
Calamos Wealth Management LLC History No change 19,070 5,780 0.17% 0.17% 613 0 0.0% Q2 2026 Jul 31, 2026
Aspire Private Capital, LLC History No change 19,056 5,776 1.19% 1.19% 614 0 0.0% Q2 2026 Jul 15, 2026
WASHINGTON TRUST Co History No change 18,998 5,758 0.18% 0.18% 615 0 0.0% Q2 2026 Aug 03, 2026
FIRST HAWAIIAN BANK History No change 18,955 5,745 0.73% 0.73% 616 0 0.0% Q2 2026 Jul 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 18,956 5,745 0.76% 0.76% 617 0 0.0% Q2 2026 Jul 20, 2026
COURIER CAPITAL LLC History No change 18,635 5,648 0.28% 0.28% 618 0 0.0% Q2 2026 Jul 16, 2026
RTD Financial Advisors, Inc. History Reduced 19,812 5,636 0.62% 0.68% 619 -726 -3.53% Q3 2026 Oct 09, 2026
First Heartland Consultants, Inc. History Reduced 19,645 5,588 0.37% 0.4% 620 -708 -3.48% Q3 2026 Oct 08, 2026
WARNER FINANCIAL, INC History No change 18,416 5,582 1.64% 1.64% 621 0 0.0% Q2 2026 Jul 09, 2026
CONNABLE OFFICE INC History No change 18,409 5,580 0.49% 0.49% 622 0 0.0% Q2 2026 Aug 03, 2026
Veridan Wealth LLC History No change 18,406 5,579 1.9% 1.9% 623 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 18,383 5,572 0.58% 0.58% 624 0 0.0% Q2 2026 Jul 30, 2026
FIRST MERCHANTS CORP History No change 18,379 5,571 0.2% 0.2% 625 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisors, LLC History No change 18,360 5,565 0.77% 0.77% 626 0 0.0% Q2 2026 Jul 22, 2026
MAYPORT, LLC History No change 18,285 5,542 0.86% 0.86% 627 0 0.0% Q2 2026 Aug 07, 2026
One Capital Management, LLC History No change 21,145 5,538 0.15% 0.15% 628 0 0.0% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History No change 18,239 5,528 0.48% 0.48% 629 0 0.0% Q2 2026 Jul 13, 2026
Martel Wealth Advisors LLC History No change 18,192 5,514 0.87% 0.87% 630 0 0.0% Q2 2026 Jul 13, 2026
Lynch Asset Management, Inc. History No change 18,150 5,501 1.5% 1.5% 631 0 0.0% Q2 2026 Aug 06, 2026
Cordoba Advisory Partners LLC History No change 18,043 5,484 1.16% 1.16% 632 0 0.0% Q2 2026 Jul 21, 2026
Strategic Investment Solutions, Inc. /IL History No change 18,088 5,480 1.25% 1.25% 633 0 0.0% Q2 2026 Jul 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 17,998 5,455 0.02% 0.02% 634 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 17,984 5,451 0.05% 0.05% 635 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 17,971 5,447 0.08% 0.08% 636 0 0.0% Q2 2026 Aug 10, 2026
Chris Bulman Inc History No change 17,950 5,441 1.99% 1.99% 637 0 0.0% Q2 2026 Jul 22, 2026
Cooke Wealth Management, LLC History No change 17,952 5,441 4.46% 4.46% 638 0 0.0% Q2 2026 Jul 16, 2026
One Day In July LLC History No change 17,875 5,418 0.38% 0.38% 639 0 0.0% Q2 2026 Aug 03, 2026
BARRETT & COMPANY, INC. History No change 17,851 5,411 1.51% 1.51% 640 0 0.0% Q2 2026 Jul 24, 2026
Waldron Private Wealth LLC History No change 17,844 5,408 0.19% 0.19% 641 0 0.0% Q2 2026 Jul 20, 2026
Align Financial, LLC History No change 17,821 5,401 2.68% 2.68% 642 0 0.0% Q2 2026 Jul 27, 2026
Mokosak Advisory Group, LLC History No change 17,695 5,362 1.16% 1.16% 643 0 0.0% Q2 2026 Aug 03, 2026
FISHMAN JAY A LTD/MI History No change 17,683 5,360 0.43% 0.43% 644 0 0.0% Q2 2026 Jul 29, 2026
Frazier Financial Advisors, LLC History No change 17,683 5,360 2.71% 2.71% 645 0 0.0% Q2 2026 Aug 10, 2026
IF Advisors, LLC History No change 17,683 5,360 3.52% 3.52% 646 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisors LLC History Reduced 18,758 5,336 0.59% 0.68% 647 -546 -2.83% Q3 2026 Oct 07, 2026
Plancorp, LLC History No change 18,007 5,333 0.13% 0.13% 648 0 0.0% Q2 2026 Jul 14, 2026
Valtinson Bruner Financial Planning LLC History No change 17,564 5,323 1.33% 1.33% 649 0 0.0% Q2 2026 Aug 03, 2026
RiverGlades Family Offices LLC History No change 17,492 5,302 2.43% 2.43% 650 0 0.0% Q2 2026 Aug 10, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 17,339 5,255 3.69% 3.69% 651 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 17,293 5,241 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 03, 2026
Compass Ion Advisors, LLC History No change 17,258 5,231 0.45% 0.45% 653 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 17,255 5,230 1.37% 1.37% 654 0 0.0% Q2 2026 Jul 20, 2026
Bay Harbor Wealth Management, LLC History No change 17,196 5,212 1.2% 1.2% 655 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 17,138 5,194 0.76% 0.76% 656 0 0.0% Q2 2026 Jul 21, 2026
Evanson Financial, LLC History No change 17,043 5,166 0.25% 0.25% 657 0 0.0% Q2 2026 Jul 07, 2026
Cove Private Wealth, LLC History No change 17,026 5,160 1.0% 1.0% 658 0 0.0% Q2 2026 Jul 31, 2026
Meramec Financial Planners, LLC History No change 17,358 5,153 1.88% 1.88% 659 0 0.0% Q2 2026 Jul 28, 2026
Wealth Science Advisors LLC History Added to 18,099 5,149 2.16% 2.31% 660 +925 5.39% Q3 2026 Oct 09, 2026
MGO ONE SEVEN LLC History No change 16,958 5,140 0.08% 0.08% 661 0 0.0% Q2 2026 Jul 31, 2026
Beacon Bridge Wealth Partners, LLC History No change 16,889 5,119 1.46% 1.46% 662 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 16,847 5,106 0.04% 0.04% 663 0 0.0% Q2 2026 Jul 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 16,802 5,093 0.24% 0.24% 664 0 0.0% Q2 2026 Aug 11, 2026
Salomon & Ludwin, LLC History No change 16,849 5,080 0.42% 0.42% 665 0 0.0% Q2 2026 Aug 07, 2026
Columbia Asset Management History No change 16,739 5,073 0.88% 0.88% 666 0 0.0% Q2 2026 Jul 21, 2026
Cassilly Financial Group LLC History Added to 17,830 5,072 3.41% 3.17% 667 +3,429 23.81% Q3 2026 Oct 07, 2026
UNITED BANK History No change 16,676 5,054 0.59% 0.59% 668 0 0.0% Q2 2026 Jul 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 16,604 5,033 0.86% 0.86% 669 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 16,534 5,011 0.25% 0.25% 670 0 0.0% Q2 2026 Jul 16, 2026
CWS Financial Advisors, LLC History No change 16,453 4,987 1.11% 1.11% 671 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History No change 16,451 4,986 0.65% 0.65% 672 0 0.0% Q2 2026 Aug 13, 2026
Mystic Asset Management, Inc. History No change 16,351 4,956 1.06% 1.06% 673 0 0.0% Q2 2026 Aug 11, 2026
Blueprint Investment Partners LLC History No change 16,306 4,942 0.41% 0.41% 674 0 0.0% Q2 2026 Aug 04, 2026
Hopwood Nicholas Hunter History No change 16,229 4,919 1.35% 1.35% 675 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 16,212 4,914 0.28% 0.28% 676 0 0.0% Q2 2026 Aug 13, 2026
TFB Advisors LLC History No change 16,108 4,882 2.15% 2.15% 677 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History No change 16,080 4,874 0.14% 0.14% 678 0 0.0% Q2 2026 Jul 27, 2026
KFA Private Wealth Group, LLC History Added to 17,116 4,869 1.15% 1.15% 679 +1,305 8.25% Q3 2026 Oct 07, 2026
Fort Point Capital Partners LLC History No change 16,043 4,863 0.34% 0.34% 680 0 0.0% Q2 2026 Aug 14, 2026
Balentine LLC History No change 15,992 4,847 0.17% 0.17% 681 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 15,984 4,844 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 11, 2026
Smith Partners Wealth Management, LLC History No change 15,900 4,819 3.83% 3.83% 683 0 0.0% Q2 2026 Aug 10, 2026
Lebenthal Global Advisors, LLC History No change 15,861 4,807 0.65% 0.65% 684 0 0.0% Q2 2026 Jul 30, 2026
ARWA LLC History No change 16,122 4,803 1.99% 1.99% 685 0 0.0% Q2 2026 Jul 24, 2026
Sagace Wealth Management LLC History No change 15,799 4,788 3.0% 3.0% 686 0 0.0% Q2 2026 Aug 03, 2026
Optimist Retirement Group LLC History No change 15,755 4,775 1.84% 1.84% 687 0 0.0% Q2 2026 Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 15,652 4,753 1.69% 1.69% 688 0 0.0% Q2 2026 Aug 11, 2026
FSA WEALTH PARTNERS, INC. History No change 15,601 4,728 1.18% 1.18% 689 0 0.0% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 15,594 4,727 0.12% 0.12% 690 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 15,468 4,688 0.15% 0.15% 691 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 15,440 4,680 0.14% 0.14% 692 0 0.0% Q2 2026 Jul 30, 2026
Roble, Belko & Company, Inc History No change 15,410 4,671 0.5% 0.5% 693 0 0.0% Q2 2026 Jul 24, 2026
Frank, Rimerman Advisors LLC History No change 15,350 4,652 0.26% 0.26% 694 0 0.0% Q2 2026 Jul 27, 2026
Magnus Financial Group LLC History No change 15,313 4,641 0.33% 0.33% 695 0 0.0% Q2 2026 Jul 09, 2026
Acorn Wealth Advisors, LLC History No change 15,290 4,634 1.13% 1.13% 696 0 0.0% Q2 2026 Jul 30, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 15,285 4,633 0.69% 0.69% 697 0 0.0% Q2 2026 Jul 10, 2026
CoreCap Advisors, LLC History Reduced 16,254 4,624 0.13% 0.15% 698 -386 -2.32% Q3 2026 Oct 08, 2026
SBI Securities Co., Ltd. History No change 15,195 4,605 0.1% 0.1% 699 0 0.0% Q2 2026 Jul 22, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 16,109 4,582 0.68% 0.78% 700 -803 -4.75% Q3 2026 Oct 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 15,040 4,559 0.68% 0.68% 701 0 0.0% Q2 2026 Aug 10, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 6,617 4,544 1.09% 1.09% 702 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 14,982 4,541 1.42% 1.42% 703 0 0.0% Q2 2026 Jul 30, 2026
Robertson Stephens Wealth Management, LLC History No change 14,956 4,533 0.11% 0.11% 704 0 0.0% Q2 2026 Jul 29, 2026
Waycross Investment Management Co History No change 14,949 4,531 3.45% 3.45% 705 0 0.0% Q2 2026 Jul 14, 2026
LongView Wealth Management History No change 14,873 4,508 1.16% 1.16% 706 0 0.0% Q2 2026 Jul 17, 2026
Hartmann Taylor Wealth Management, LLC History No change 17,212 4,508 2.98% 2.98% 707 0 0.0% Q2 2026 Jul 28, 2026
Compass Planning Associates Inc History No change 14,823 4,493 2.43% 2.43% 708 0 0.0% Q2 2026 Jul 27, 2026
McCollum Christoferson Group LLC History No change 14,710 4,458 1.31% 1.31% 709 0 0.0% Q2 2026 Jul 13, 2026
Factor Wealth Management LTD History Reduced 15,631 4,446 0.68% 0.73% 710 -356 -2.23% Q3 2026 Oct 08, 2026
Family Capital Management, Inc. History No change 14,661 4,444 1.72% 1.72% 711 0 0.0% Q2 2026 Jul 31, 2026
GenTrust, LLC History No change 14,619 4,431 0.17% 0.17% 712 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 14,533 4,405 0.12% 0.12% 713 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 14,491 4,392 1.06% 1.06% 714 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 14,483 4,390 0.89% 0.89% 715 0 0.0% Q2 2026 Jul 17, 2026
Blueprint Financial Advisors LLC History No change 14,448 4,379 0.49% 0.49% 716 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 14,426 4,372 1.04% 1.04% 717 0 0.0% Q2 2026 Aug 10, 2026
Timmons Wealth Management, LLC History No change 14,426 4,372 3.2% 3.2% 718 0 0.0% Q2 2026 Aug 07, 2026
Cordant, Inc. History No change 14,398 4,364 1.57% 1.57% 719 0 0.0% Q2 2026 Jul 14, 2026
Tortoise Investment Management, LLC History No change 14,367 4,355 0.32% 0.32% 720 0 0.0% Q2 2026 Aug 07, 2026
Greenwich Wealth Management LLC History No change 14,362 4,353 0.16% 0.16% 721 0 0.0% Q2 2026 Aug 12, 2026
Yoffe Investment Management, LLC History No change 14,338 4,346 4.98% 4.98% 722 0 0.0% Q2 2026 Jul 09, 2026
PCA Investment Advisory Services Inc. History No change 14,336 4,345 1.21% 1.21% 723 0 0.0% Q2 2026 Jul 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 14,269 4,325 0.2% 0.2% 724 0 0.0% Q2 2026 Jul 21, 2026
Financial Freedom, LLC History No change 14,252 4,319 1.98% 1.98% 725 0 0.0% Q2 2026 Aug 05, 2026
Rathbones Group PLC History No change 14,247 4,318 0.02% 0.02% 726 0 0.0% Q2 2026 Jul 23, 2026
Advisory Resource Group History No change 14,244 4,317 0.65% 0.65% 727 0 0.0% Q2 2026 Jul 14, 2026
MYCIO WEALTH PARTNERS, LLC History No change 14,239 4,316 0.81% 0.81% 728 0 0.0% Q2 2026 Aug 12, 2026
Great Point Wealth Advisors, LLC History No change 14,204 4,305 0.7% 0.7% 729 0 0.0% Q2 2026 Jul 23, 2026
FinDec Wealth Services, Inc. History No change 14,205 4,305 5.09% 5.09% 730 0 0.0% Q2 2026 Aug 06, 2026
CHILTON INVESTMENT CO INC. History No change 14,202 4,304 0.1% 0.1% 731 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Partners Investments, Inc. History Reduced 15,028 4,275 1.64% 1.95% 732 -448 -2.89% Q3 2026 Oct 08, 2026
Alpine Bank Wealth Management History No change 14,077 4,267 0.55% 0.55% 733 0 0.0% Q2 2026 Aug 07, 2026
Owl Creek Wealth Partners LLC History No change 14,026 4,251 1.24% 1.24% 734 0 0.0% Q2 2026 Jul 20, 2026
BRIGHTON JONES LLC History No change 13,962 4,232 0.08% 0.08% 735 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 13,949 4,228 0.11% 0.11% 736 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 13,935 4,224 3.32% 3.32% 737 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 13,892 4,210 0.09% 0.09% 738 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 13,880 4,207 1.98% 1.98% 739 0 0.0% Q2 2026 Aug 07, 2026
GREAT LAKES ADVISORS, LLC History No change 13,817 4,188 0.03% 0.03% 740 0 0.0% Q2 2026 Aug 10, 2026
Stone Summit Wealth LLC History No change 13,764 4,172 1.06% 1.06% 741 0 0.0% Q2 2026 Jul 23, 2026
Evergreen Wealth Management, LLC History No change 13,673 4,144 1.94% 1.94% 742 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ALLIANCE, LLC History No change 13,650 4,137 0.35% 0.35% 743 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 13,645 4,135 0.05% 0.05% 744 0 0.0% Q2 2026 Aug 05, 2026
Checchi Capital Advisers, LLC History No change 13,487 4,088 0.18% 0.18% 745 0 0.0% Q2 2026 Aug 04, 2026
Ironwood Investment Counsel, LLC History No change 13,467 4,082 0.54% 0.54% 746 0 0.0% Q2 2026 Aug 05, 2026
Grandview Asset Management LLC History No change 13,417 4,067 1.01% 1.01% 747 0 0.0% Q2 2026 Jul 24, 2026
Briggs Wealth Management, Inc History No change 13,410 4,064 3.71% 3.71% 748 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 13,337 4,042 0.13% 0.13% 749 0 0.0% Q2 2026 Jul 27, 2026
TritonPoint Partners, LLC History No change 13,325 4,039 0.34% 0.34% 750 0 0.0% Q2 2026 Aug 13, 2026
First American Bank History No change 13,298 4,030 0.23% 0.23% 751 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 13,277 4,024 0.05% 0.05% 752 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Advisors, LLC History No change 13,274 4,023 1.93% 1.93% 753 0 0.0% Q2 2026 Jul 22, 2026
Atlas Legacy Advisors, LLC History No change 13,249 4,016 0.59% 0.59% 754 0 0.0% Q2 2026 Jul 31, 2026
Petix & Botte Co History No change 13,237 4,011 0.81% 0.81% 755 0 0.0% Q2 2026 Aug 04, 2026
waypoint wealth counsel History No change 13,190 3,998 2.5% 2.5% 756 0 0.0% Q2 2026 Aug 04, 2026
Minot DeBlois Advisors LLC History No change 13,159 3,988 3.42% 3.42% 757 0 0.0% Q2 2026 Aug 13, 2026
Altura Wealth Advisors Inc. History No change 13,124 3,978 1.34% 1.34% 758 0 0.0% Q2 2026 Jul 22, 2026
Farnam Financial LLC History No change 13,118 3,976 2.9% 2.9% 759 0 0.0% Q2 2026 Jul 22, 2026
Lynx Investment Advisory History No change 13,075 3,963 1.3% 1.3% 760 0 0.0% Q2 2026 Jul 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 13,067 3,960 0.19% 0.19% 761 0 0.0% Q2 2026 Jul 28, 2026
Regal Investment Advisors LLC History No change 13,019 3,946 0.2% 0.2% 762 0 0.0% Q2 2026 Aug 14, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 13,015 3,945 1.23% 1.23% 763 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Group, LLC History No change 12,998 3,939 0.1% 0.1% 764 0 0.0% Q2 2026 Aug 05, 2026
SEI INVESTMENTS CO History No change 12,975 3,932 0.0% 0.0% 765 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 12,929 3,919 0.09% 0.09% 766 0 0.0% Q2 2026 Jul 20, 2026
Orin Green Financial, LLC History No change 12,928 3,918 1.45% 1.45% 767 0 0.0% Q2 2026 Jul 13, 2026
Monument Group Wealth Advisors, LLC History No change 12,891 3,907 1.88% 1.88% 768 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 12,862 3,898 0.26% 0.26% 769 0 0.0% Q2 2026 Aug 06, 2026
Causey Wealth LLC History No change 12,851 3,895 1.52% 1.52% 770 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,814 3,884 0.18% 0.18% 771 0 0.0% Q2 2026 Jul 24, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 12,814 3,884 0.94% 0.94% 772 0 0.0% Q2 2026 Aug 14, 2026
Bragg Financial Advisors, Inc History No change 12,801 3,880 0.1% 0.1% 773 0 0.0% Q2 2026 Aug 12, 2026
West Financial Advisors, LLC History No change 12,796 3,878 0.59% 0.59% 774 0 0.0% Q2 2026 Jul 08, 2026
Gradient Capital Advisors, LLC History No change 12,790 3,877 0.9% 0.9% 775 0 0.0% Q2 2026 Jul 13, 2026
Tandem Financial, LLC History No change 12,742 3,862 1.16% 1.16% 776 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 12,708 3,852 0.38% 0.38% 777 0 0.0% Q2 2026 Aug 11, 2026
General Partner, Inc. History No change 13,534 3,850 2.06% 2.21% 778 0 0.0% Q3 2026 Oct 05, 2026
Marble Harbor Investment Counsel, LLC History No change 12,662 3,837 0.39% 0.39% 779 0 0.0% Q2 2026 Aug 07, 2026
Ridgewood Investments LLC History Added to 13,425 3,819 1.41% 1.49% 780 +304 2.32% Q3 2026 Oct 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 12,591 3,816 0.05% 0.05% 781 0 0.0% Q2 2026 Jul 15, 2026
Old North State Wealth Management, LLC History No change 12,520 3,799 1.62% 1.62% 782 0 0.0% Q2 2026 Jul 17, 2026
Objective Capital Management, LLC History No change 12,526 3,796 3.37% 3.37% 783 0 0.0% Q2 2026 Jul 20, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 13,341 3,795 1.82% 1.99% 784 -6 -0.04% Q3 2026 Oct 09, 2026
Horizon Family Wealth, Inc. History No change 12,510 3,791 1.73% 1.73% 785 0 0.0% Q2 2026 Aug 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 12,500 3,789 0.05% 0.05% 786 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 12,500 3,789 0.07% 0.07% 787 0 0.0% Q2 2026 Jul 31, 2026
jvl associates llc History Reduced 13,166 3,745 1.08% 1.14% 789 -118 -0.89% Q3 2026 Oct 09, 2026
HighPoint Advisor Group LLC History No change 12,357 3,745 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 12,255 3,715 0.09% 0.09% 790 0 0.0% Q2 2026 Aug 05, 2026
Scott & Selber, Inc. History No change 12,245 3,711 0.78% 0.78% 791 0 0.0% Q2 2026 Jul 08, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 12,203 3,698 0.55% 0.55% 792 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History Reduced 12,881 3,664 0.08% 0.1% 793 -2,829 -18.01% Q3 2026 Oct 08, 2026
Nadler Financial Group, Inc. History No change 12,080 3,661 0.31% 0.31% 794 0 0.0% Q2 2026 Jul 29, 2026
Astoria Strategic Wealth, Inc. History No change 12,038 3,648 0.83% 0.83% 795 0 0.0% Q2 2026 Jul 16, 2026
SAX WEALTH ADVISORS, LLC History No change 13,891 3,638 0.15% 0.15% 796 0 0.0% Q2 2026 Jul 09, 2026
Allegheny Financial Group History No change 11,918 3,612 0.38% 0.38% 797 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,902 3,607 0.02% 0.02% 798 0 0.0% Q2 2026 Aug 12, 2026
Wick Capital Partners, LLC History No change 11,896 3,605 0.54% 0.54% 799 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 11,850 3,591 0.29% 0.29% 800 0 0.0% Q2 2026 Aug 05, 2026
Investment Advisory Group, LLC History No change 11,793 3,574 0.78% 0.78% 801 0 0.0% Q2 2026 Aug 06, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 11,773 3,568 0.83% 0.83% 802 0 0.0% Q2 2026 Aug 14, 2026
Daniel Investment Group, Inc. History No change 11,725 3,554 2.1% 2.1% 803 0 0.0% Q2 2026 Aug 03, 2026
Boyd Wealth Management, LLC History No change 11,679 3,540 1.34% 1.34% 804 0 0.0% Q2 2026 Jul 16, 2026
Diversified Trust Co History No change 11,585 3,511 0.06% 0.06% 805 0 0.0% Q2 2026 Jul 17, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 11,580 3,510 0.7% 0.7% 806 0 0.0% Q2 2026 Jul 22, 2026
Hexagon Capital Partners LLC History No change 11,557 3,503 0.49% 0.49% 807 0 0.0% Q2 2026 Aug 06, 2026
PAX Financial Group, LLC History No change 11,555 3,502 0.52% 0.52% 808 0 0.0% Q2 2026 Aug 05, 2026
Asset One Wealth Management LLC History No change 11,761 3,493 0.37% 0.37% 809 0 0.0% Q2 2026 Aug 13, 2026
Canvas Wealth Advisors, LLC History No change 11,508 3,488 0.49% 0.49% 810 0 0.0% Q2 2026 Jul 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,470 3,476 0.1% 0.1% 811 0 0.0% Q2 2026 Aug 07, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 11,457 3,472 0.99% 0.99% 812 0 0.0% Q2 2026 Aug 12, 2026
REBALANCE, LLC History No change 11,452 3,471 0.18% 0.18% 813 0 0.0% Q2 2026 Jul 16, 2026
Washington Trust Advisors, Inc. History No change 11,424 3,462 0.26% 0.26% 814 0 0.0% Q2 2026 Jul 29, 2026
Tailwinds Wealth, LLC History No change 11,413 3,459 2.04% 2.04% 815 0 0.0% Q2 2026 Jul 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 11,365 3,445 0.08% 0.08% 816 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 11,398 3,434 0.18% 0.18% 817 0 0.0% Q2 2026 Jul 14, 2026
Gainplan LLC History Reduced 12,052 3,428 1.33% 1.44% 818 -35 -0.29% Q3 2026 Oct 08, 2026
SkyOak Wealth, LLC History No change 11,233 3,404 0.56% 0.56% 819 0 0.0% Q2 2026 Jul 30, 2026
SMITH, MOORE & CO. History No change 11,228 3,403 0.22% 0.22% 820 0 0.0% Q2 2026 Aug 12, 2026
Gibson Wealth Advisors LLC History No change 11,205 3,396 2.12% 2.12% 821 0 0.0% Q2 2026 Jul 14, 2026
BEAM WEALTH ADVISORS, INC. History No change 11,150 3,379 0.75% 0.75% 822 0 0.0% Q2 2026 Jul 29, 2026
Financial Planning Fort Collins, LLC History No change 11,297 3,374 2.56% 2.56% 823 0 0.0% Q2 2026 Jul 10, 2026
Pitcairn Wealth Advisors LLC History No change 11,122 3,371 0.37% 0.37% 824 0 0.0% Q2 2026 Aug 10, 2026
SHUTTLEWORTH & Co History No change 11,107 3,366 2.69% 2.69% 825 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 11,079 3,358 0.1% 0.1% 826 0 0.0% Q2 2026 Jul 09, 2026
Hummer Financial Advisory Services Inc History No change 11,802 3,357 2.19% 2.35% 827 0 0.0% Q3 2026 Oct 08, 2026
Narus Financial Partners, LLC History No change 11,065 3,354 0.86% 0.86% 828 0 0.0% Q2 2026 Jul 31, 2026
Level Financial Advisors History No change 11,031 3,343 0.75% 0.75% 829 0 0.0% Q2 2026 Jul 15, 2026
Michelson Medical Research Foundation, Inc. History No change 11,010 3,337 3.08% 3.08% 830 0 0.0% Q2 2026 Aug 14, 2026
McNamara Financial Services, Inc. History No change 10,977 3,327 0.57% 0.57% 831 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 10,937 3,315 0.17% 0.17% 832 0 0.0% Q2 2026 Jul 10, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 10,934 3,314 0.33% 0.33% 833 0 0.0% Q2 2026 Jul 31, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 10,933 3,314 0.89% 0.89% 834 0 0.0% Q2 2026 Aug 07, 2026
City State Bank History No change 10,916 3,308 0.76% 0.76% 835 0 0.0% Q2 2026 Jul 14, 2026
Investment Research & Advisory Group, Inc. History No change 10,911 3,307 1.02% 1.02% 836 0 0.0% Q2 2026 Jul 23, 2026
BOS Asset Management, LLC History No change 11,620 3,305 0.77% 0.82% 837 0 0.0% Q3 2026 Oct 09, 2026
Maridea Wealth Management LLC History No change 10,847 3,287 0.36% 0.36% 838 0 0.0% Q2 2026 Aug 06, 2026
Summit Wealth Partners, LLC History No change 10,831 3,283 0.47% 0.47% 839 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 10,802 3,274 0.43% 0.43% 840 0 0.0% Q2 2026 Jul 27, 2026
Intrinsic Value Partners, LLC History No change 10,785 3,269 2.23% 2.23% 841 0 0.0% Q2 2026 Jul 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 10,766 3,263 0.99% 0.99% 842 0 0.0% Q2 2026 Jul 21, 2026
Choate Investment Advisors History No change 10,744 3,256 0.06% 0.06% 843 0 0.0% Q2 2026 Aug 11, 2026
Strategic Equity Management History No change 10,745 3,256 1.09% 1.09% 844 0 0.0% Q2 2026 Aug 10, 2026
Baron Financial Group, LLC History Reduced 11,384 3,238 1.58% 1.68% 845 -230 -1.98% Q3 2026 Oct 09, 2026
Wilmington Savings Fund Society, FSB History No change 10,670 3,234 0.07% 0.07% 846 0 0.0% Q2 2026 Jul 28, 2026
WELCH & FORBES LLC History No change 10,666 3,233 0.04% 0.04% 847 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 10,658 3,230 0.16% 0.16% 848 0 0.0% Q2 2026 Jul 23, 2026
New England Private Wealth Advisors LLC History No change 10,930 3,227 0.31% 0.31% 849 0 0.0% Q2 2026 Aug 04, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 10,625 3,220 0.39% 0.39% 850 0 0.0% Q2 2026 Jul 27, 2026
Heritage Trust Co History No change 10,600 3,213 0.28% 0.28% 851 0 0.0% Q2 2026 Aug 06, 2026
PLANWISER FINANCIAL, LLC History No change 10,599 3,212 2.23% 2.23% 852 0 0.0% Q2 2026 Aug 07, 2026
Osbon Capital Management LLC History No change 10,589 3,209 2.52% 2.52% 853 0 0.0% Q2 2026 Aug 13, 2026
Tanager Wealth Management LLP History No change 10,555 3,199 0.28% 0.28% 854 0 0.0% Q2 2026 Jul 23, 2026
Octavia Wealth Advisors, LLC History No change 10,548 3,197 0.28% 0.28% 855 0 0.0% Q2 2026 Jul 14, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 10,539 3,194 2.37% 2.37% 856 0 0.0% Q2 2026 Jul 22, 2026
Columbia River Financial Group, LLC History No change 10,534 3,193 1.72% 1.72% 857 0 0.0% Q2 2026 Aug 13, 2026
BTC Capital Management, Inc. History No change 10,526 3,190 0.19% 0.19% 858 0 0.0% Q2 2026 Jul 16, 2026
BRIGHTON SECURITIES CORP. History Added to 11,211 3,189 1.33% 1.36% 859 +802 7.7% Q3 2026 Oct 08, 2026
Soltis Investment Advisors LLC History No change 10,488 3,179 0.18% 0.18% 860 0 0.0% Q2 2026 Jul 31, 2026
KITCHING PARTNERS, LLC History No change 10,463 3,172 2.73% 2.73% 861 0 0.0% Q2 2026 Jul 30, 2026
FIRST CITIZENS BANK & TRUST CO History No change 10,458 3,170 0.05% 0.05% 862 0 0.0% Q2 2026 Jul 13, 2026
Viewpoint Capital Management LLC History No change 10,453 3,168 1.61% 1.61% 863 0 0.0% Q2 2026 Aug 04, 2026
Klingman & Associates, LLC History No change 10,421 3,158 0.13% 0.13% 864 0 0.0% Q2 2026 Jul 29, 2026
Parker Financial LLC History No change 10,409 3,155 1.15% 1.15% 865 0 0.0% Q2 2026 Aug 03, 2026
Roth Financial Partners LLC History Reduced 11,075 3,150 0.94% 1.02% 866 -225 -1.99% Q3 2026 Oct 06, 2026
PACIFIC FINANCIAL GROUP INC History No change 10,385 3,147 1.51% 1.51% 867 0 0.0% Q2 2026 Aug 13, 2026
Blue Edge Capital, LLC History No change 1,038 3,146 0.38% 0.38% 868 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 10,349 3,136 0.72% 0.72% 869 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 10,294 3,120 0.04% 0.04% 870 0 0.0% Q2 2026 Aug 06, 2026
Brookwood Investment Group LLC History No change 10,262 3,110 0.35% 0.35% 871 0 0.0% Q2 2026 Jul 23, 2026
Simmons Bank History No change 10,244 3,105 0.18% 0.18% 872 0 0.0% Q2 2026 Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 10,201 3,092 0.16% 0.16% 873 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 10,166 3,081 0.23% 0.23% 874 0 0.0% Q2 2026 Aug 03, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 10,795 3,071 0.29% 0.32% 875 -387 -3.46% Q3 2026 Oct 08, 2026
Coppell Advisory Solutions LLC History No change 2,241 3,064 0.25% 0.25% 876 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 10,082 3,050 0.31% 0.31% 877 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 10,056 3,048 0.28% 0.28% 878 0 0.0% Q2 2026 Aug 11, 2026
Elevated Capital Advisors, LLC History No change 10,051 3,046 0.84% 0.84% 879 0 0.0% Q2 2026 Aug 03, 2026
DecisionPoint Financial, LLC History No change 10,086 3,040 0.56% 0.56% 880 0 0.0% Q2 2026 Aug 05, 2026
Columbus Macro, LLC History No change 10,026 3,039 0.3% 0.3% 881 0 0.0% Q2 2026 Jul 22, 2026
Northstar Financial Companies, Inc. History No change 10,019 3,037 2.05% 2.05% 882 0 0.0% Q2 2026 Aug 06, 2026
Nvest Financial, LLC History No change 9,983 3,025 0.96% 0.96% 883 0 0.0% Q2 2026 Jul 30, 2026
Legacy Advisors, LLC History No change 9,884 2,996 0.28% 0.28% 884 0 0.0% Q2 2026 Jul 24, 2026
WATERS PARKERSON & CO., LLC History No change 9,879 2,994 0.15% 0.15% 885 0 0.0% Q2 2026 Jul 30, 2026
Leo H. Evart, Inc. History No change 9,876 2,993 2.36% 2.36% 886 0 0.0% Q2 2026 Aug 17, 2026
Elser Financial Planning, Inc History No change 9,849 2,985 0.13% 0.13% 887 0 0.0% Q2 2026 Jul 14, 2026
Radnor Capital Management, LLC History No change 9,827 2,978 0.42% 0.42% 888 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST BANK History No change 9,754 2,956 0.21% 0.21% 889 0 0.0% Q2 2026 Aug 05, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 9,754 2,956 0.63% 0.63% 890 0 0.0% Q2 2026 Jul 27, 2026
Galvin, Gaustad & Stein, LLC History Reduced 10,357 2,946 0.22% 0.25% 891 -915 -8.12% Q3 2026 Oct 08, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 9,672 2,931 0.16% 0.16% 892 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 9,663 2,929 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 9,658 2,927 0.14% 0.14% 894 0 0.0% Q2 2026 Aug 07, 2026
Topel & Distasi Wealth Management, LLC History No change 9,652 2,925 1.41% 1.41% 895 0 0.0% Q2 2026 Aug 07, 2026
Security Financial Services, INC. History No change 9,651 2,925 0.41% 0.41% 896 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,642 2,922 0.03% 0.03% 897 0 0.0% Q2 2026 Aug 14, 2026
Joseph P. Lucia & Associates, LLC History No change 9,643 2,922 0.88% 0.88% 898 0 0.0% Q2 2026 Aug 07, 2026
Vontobel Holding Ltd. History No change 9,596 2,908 0.01% 0.01% 899 0 0.0% Q2 2026 Aug 03, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 9,521 2,886 2.12% 2.12% 900 0 0.0% Q2 2026 Jul 28, 2026
WEALTHSPAN PARTNERS, LLC History No change 9,520 2,885 0.91% 0.91% 901 0 0.0% Q2 2026 Aug 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 10,107 2,875 0.03% 0.03% 902 +2,439 31.81% Q3 2026 Oct 05, 2026
Operose Advisors LLC History No change 9,480 2,873 0.56% 0.56% 903 0 0.0% Q2 2026 Aug 13, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 9,478 2,872 0.7% 0.7% 904 0 0.0% Q2 2026 Jul 28, 2026
Western Wealth Management, LLC History No change 9,466 2,869 0.09% 0.09% 905 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 9,454 2,865 0.06% 0.06% 906 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 9,418 2,854 0.18% 0.18% 907 0 0.0% Q2 2026 Jul 27, 2026
MITCHELL SINKLER & STARR/PA History No change 9,395 2,847 1.19% 1.19% 908 0 0.0% Q2 2026 Jul 21, 2026
INTEGRITY ALLIANCE, LLC. History No change 9,341 2,831 0.09% 0.09% 909 0 0.0% Q2 2026 Jul 31, 2026
SWP FINANCIAL LLC History No change 9,300 2,819 1.3% 1.3% 910 0 0.0% Q2 2026 Jul 24, 2026
Mission Creek Capital Partners, Inc. History No change 9,300 2,818 0.5% 0.5% 911 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 9,287 2,815 0.7% 0.7% 912 0 0.0% Q2 2026 Aug 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 9,267 2,809 0.57% 0.57% 913 0 0.0% Q2 2026 Jul 15, 2026
MY Wealth Management Inc. History No change 9,243 2,801 1.97% 1.97% 914 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History No change 9,233 2,798 0.06% 0.06% 915 0 0.0% Q2 2026 Jul 30, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 9,234 2,798 1.21% 1.21% 916 0 0.0% Q2 2026 Jul 22, 2026
MONEYWISE, INC. History No change 9,197 2,787 1.04% 1.04% 917 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 9,021 2,783 0.15% 0.15% 918 0 0.0% Q2 2026 Aug 14, 2026
Onyx Bridge Wealth Group LLC History No change 9,166 2,778 0.25% 0.25% 919 0 0.0% Q2 2026 Jul 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 9,119 2,764 0.52% 0.52% 920 0 0.0% Q2 2026 Aug 06, 2026
Infinity Wealth Counsel, LLC History No change 9,108 2,760 2.23% 2.23% 921 0 0.0% Q2 2026 Jul 09, 2026
CONNING INC. History No change 9,084 2,753 0.08% 0.08% 922 0 0.0% Q2 2026 Jul 30, 2026
Thrive Capital Management, LLC History No change 9,045 2,741 0.52% 0.52% 923 0 0.0% Q2 2026 Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 9,034 2,738 0.27% 0.27% 924 0 0.0% Q2 2026 Jul 13, 2026
Goelzer Investment Management, Inc. History No change 9,020 2,734 0.12% 0.12% 925 0 0.0% Q2 2026 Jul 14, 2026
49 WEALTH MANAGEMENT, LLC History No change 8,928 2,706 0.52% 0.52% 926 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 8,928 2,706 0.52% 0.52% 927 0 0.0% Q2 2026 Aug 14, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 8,926 2,705 2.52% 2.52% 928 0 0.0% Q2 2026 Aug 07, 2026
Keel Point, LLC History No change 8,924 2,704 0.16% 0.16% 929 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 8,908 2,700 0.1% 0.1% 930 0 0.0% Q2 2026 Jul 23, 2026
Strategies Wealth Advisors, LLC History No change 8,880 2,691 0.24% 0.24% 931 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 8,772 2,659 0.19% 0.19% 932 0 0.0% Q2 2026 Jul 06, 2026
Dorsey & Whitney Trust CO LLC History No change 8,707 2,639 0.13% 0.13% 933 0 0.0% Q2 2026 Aug 14, 2026
Optas, LLC History No change 8,656 2,624 0.37% 0.37% 934 0 0.0% Q2 2026 Jul 21, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 8,656 2,623 0.27% 0.27% 935 0 0.0% Q2 2026 Jul 27, 2026
Holos Integrated Wealth LLC History No change 8,744 2,610 1.22% 1.22% 936 0 0.0% Q2 2026 Jul 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 9,157 2,605 0.07% 0.07% 937 +62 0.68% Q3 2026 Oct 05, 2026
John W. Brooker & Co., CPAs History No change 8,528 2,585 3.12% 3.12% 938 0 0.0% Q2 2026 Jul 20, 2026
BCS Private Wealth Management, Inc. History No change 8,529 2,585 0.78% 0.78% 939 0 0.0% Q2 2026 Jul 31, 2026
Cypress Point Wealth Management, LLC History No change 8,500 2,576 0.52% 0.52% 940 0 0.0% Q2 2026 Jul 17, 2026
BCS Wealth Management History No change 8,492 2,574 0.46% 0.46% 941 0 0.0% Q2 2026 Jul 16, 2026
Beaumont Financial Advisors, LLC History No change 8,470 2,567 0.16% 0.16% 942 0 0.0% Q2 2026 Aug 04, 2026
MONECO ADVISORS, LLC History No change 8,457 2,563 0.16% 0.16% 943 0 0.0% Q2 2026 Aug 11, 2026
FLAGSTAR SECURITIES, INC History No change 8,452 2,562 0.77% 0.77% 944 0 0.0% Q2 2026 Jul 15, 2026
Fortitude Family Office, LLC History No change 8,418 2,551 0.49% 0.49% 945 0 0.0% Q2 2026 Jul 20, 2026
Empowered Funds, LLC History No change 8,415 2,550 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 48,132 2,539 0.29% 0.29% 947 0 0.0% Q2 2026 Jul 30, 2026
Schneider Downs Wealth Management Advisors, LP History No change 8,369 2,536 0.24% 0.24% 948 0 0.0% Q2 2026 Aug 05, 2026
VestGen Investment Management History No change 8,357 2,533 1.34% 1.34% 949 0 0.0% Q2 2026 Jul 31, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 8,343 2,528 0.56% 0.56% 950 0 0.0% Q2 2026 Aug 11, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 8,883 2,527 0.28% 0.3% 951 +102 1.16% Q3 2026 Oct 08, 2026
AssuredPartners Investment Advisors, LLC History No change 8,339 2,527 0.24% 0.24% 952 0 0.0% Q2 2026 Aug 10, 2026
Advisors Capital Management, LLC History No change 8,310 2,519 0.03% 0.03% 953 0 0.0% Q2 2026 Aug 11, 2026
TPG Financial Advisors, LLC History No change 8,301 2,516 0.75% 0.75% 954 0 0.0% Q2 2026 Aug 10, 2026
Affinity Capital Advisors, LLC History No change 8,341 2,516 0.31% 0.31% 955 0 0.0% Q2 2026 Jul 08, 2026
Pachira Investments Inc. History No change 8,293 2,513 0.95% 0.95% 956 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 8,215 2,490 0.1% 0.1% 957 0 0.0% Q2 2026 Jul 24, 2026
Bluespring Wealth Management, LLC History No change 8,209 2,488 0.05% 0.05% 958 0 0.0% Q2 2026 Aug 11, 2026
STOCK YARDS BANK & TRUST CO History No change 8,142 2,468 0.07% 0.07% 959 0 0.0% Q2 2026 Aug 19, 2026
Morton Brown Family Wealth, LLC History No change 8,099 2,454 0.56% 0.56% 960 0 0.0% Q2 2026 Jul 21, 2026
Lord & Richards Wealth Management, LLC History No change 8,098 2,454 1.92% 1.92% 961 0 0.0% Q2 2026 Jul 21, 2026
MidAtlantic Capital Management, Inc. History No change 8,065 2,444 1.52% 1.52% 962 0 0.0% Q2 2026 Aug 10, 2026
Essex Bank History No change 8,039 2,436 0.53% 0.53% 963 0 0.0% Q2 2026 Jul 23, 2026
Beaird Harris Wealth Management, LLC History No change 8,032 2,434 0.15% 0.15% 964 0 0.0% Q2 2026 Jul 08, 2026
Aprio Wealth Management, LLC History No change 8,029 2,433 0.12% 0.12% 965 0 0.0% Q2 2026 Jul 24, 2026
RHUMBLINE ADVISERS History No change 8,015 2,429 0.0% 0.0% 966 0 0.0% Q2 2026 Aug 11, 2026
Financial Planning Hawaii, Inc. History No change 7,991 2,422 1.3% 1.3% 967 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 7,984 2,420 1.02% 1.02% 968 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 7,971 2,416 0.14% 0.14% 969 0 0.0% Q2 2026 Jul 16, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 7,956 2,411 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 14, 2026
Revolve Wealth Partners, LLC History No change 7,945 2,408 0.25% 0.25% 971 0 0.0% Q2 2026 Jul 09, 2026
Mountain Hill Investment Partners Corp. History No change 7,924 2,401 1.36% 1.36% 972 0 0.0% Q2 2026 Jul 16, 2026
Canal Capital Management, LLC History No change 7,916 2,399 0.29% 0.29% 973 0 0.0% Q2 2026 Jul 28, 2026
SOA Wealth Advisors, LLC. History No change 7,918 2,399 0.4% 0.4% 974 0 0.0% Q2 2026 Jul 21, 2026
Gryphon Financial Partners LLC History No change 7,898 2,393 0.21% 0.21% 975 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 7,880 2,388 0.1% 0.1% 976 0 0.0% Q2 2026 Jul 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 7,880 2,388 0.31% 0.31% 977 0 0.0% Q2 2026 Aug 11, 2026
Patriot Financial Group Insurance Agency, LLC History No change 7,831 2,372 0.24% 0.24% 978 0 0.0% Q2 2026 Jul 16, 2026
TOWER BRIDGE ADVISORS History No change 7,730 2,343 0.21% 0.21% 979 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 7,701 2,334 0.7% 0.7% 980 0 0.0% Q2 2026 Aug 04, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 7,702 2,334 0.81% 0.81% 981 0 0.0% Q2 2026 Aug 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 7,632 2,327 0.27% 0.27% 982 0 0.0% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History No change 7,676 2,326 0.08% 0.08% 983 0 0.0% Q2 2026 Jul 17, 2026
SFM, LLC History No change 7,673 2,325 1.19% 1.19% 984 0 0.0% Q2 2026 Jul 07, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 7,640 2,315 0.31% 0.31% 985 0 0.0% Q2 2026 Jul 29, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 7,619 2,309 0.58% 0.58% 986 0 0.0% Q2 2026 Jul 23, 2026
Peak Asset Management, LLC History No change 7,616 2,308 0.34% 0.34% 987 0 0.0% Q2 2026 Aug 13, 2026
LifePlan Investment Advisors, Inc. History No change 7,611 2,306 0.79% 0.79% 988 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 7,579 2,297 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 13, 2026
Steffes Financial, Ltd. History No change 7,578 2,297 0.99% 0.99% 990 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 7,550 2,288 0.22% 0.22% 991 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 7,456 2,260 0.08% 0.08% 992 0 0.0% Q2 2026 Jul 13, 2026
ADVOCATE GROUP LLC History No change 7,364 2,232 0.34% 0.34% 993 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Financial, llc History No change 7,519 2,226 0.35% 0.35% 994 0 0.0% Q2 2026 Jul 17, 2026
Rockbridge Investment Management, LCC History No change 7,343 2,225 0.18% 0.18% 995 0 0.0% Q2 2026 Aug 14, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 7,340 2,224 0.26% 0.26% 996 0 0.0% Q2 2026 Aug 14, 2026
Opulen Financial Group LLC History No change 7,279 2,206 1.39% 1.39% 997 0 0.0% Q2 2026 Jul 27, 2026
Canandaigua National Trust Co of Florida History New 7,735 2,200 1.22% — 999 +7,735 New Q3 2026 Oct 07, 2026
Summit Investment Advisory Services, LLC History No change 7,259 2,200 0.55% 0.55% 998 0 0.0% Q2 2026 Jul 24, 2026
United Financial Planning Group LLC History No change 7,245 2,196 1.12% 1.12% 1000 0 0.0% Q2 2026 Aug 06, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 7,219 2,188 0.25% 0.25% 1001 0 0.0% Q2 2026 Aug 10, 2026
DUNCKER STREETT & CO INC History No change 7,195 2,180 0.37% 0.37% 1002 0 0.0% Q2 2026 Jul 28, 2026
OFC FINANCIAL PLANNING, LLC History No change 7,188 2,178 1.93% 1.93% 1003 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Advisors, LLC History No change 7,173 2,174 0.56% 0.56% 1004 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History Added to 7,621 2,168 0.06% 0.06% 1005 +191 2.57% Q3 2026 Oct 08, 2026
CAPITAL CITY TRUST CO/FL History No change 7,145 2,165 0.45% 0.45% 1006 0 0.0% Q2 2026 Aug 04, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 7,128 2,160 0.56% 0.56% 1007 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 7,115 2,156 0.27% 0.27% 1008 0 0.0% Q2 2026 Aug 11, 2026
Manuka Financial, LLC History No change 7,105 2,153 1.12% 1.12% 1009 0 0.0% Q2 2026 Jul 31, 2026
GW&K Investment Management, LLC History No change 7,101 2,152 0.02% 0.02% 1010 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History No change 7,083 2,146 0.08% 0.08% 1011 0 0.0% Q2 2026 Aug 07, 2026
BEARING POINT CAPITAL, LLC History No change 7,079 2,145 0.29% 0.29% 1012 0 0.0% Q2 2026 Aug 11, 2026
Traveka Wealth, LLC History No change 7,028 2,130 0.71% 0.71% 1013 0 0.0% Q2 2026 Jul 21, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 7,476 2,126 0.3% 0.32% 1014 -39 -0.52% Q3 2026 Oct 08, 2026
O'Connor Financial Group LLC History No change 7,014 2,126 0.75% 0.75% 1015 0 0.0% Q2 2026 Jul 17, 2026
Kovack Advisors, Inc. History No change 7,023 2,122 0.1% 0.1% 1016 0 0.0% Q2 2026 Jul 28, 2026
Cranbrook Wealth Management, LLC History No change 6,986 2,117 0.4% 0.4% 1017 0 0.0% Q2 2026 Aug 06, 2026
21 West Wealth Management LLC History No change 6,976 2,114 1.81% 1.81% 1018 0 0.0% Q2 2026 Jul 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,964 2,110 0.2% 0.2% 1019 0 0.0% Q2 2026 Aug 11, 2026
Bridgewealth Advisory Group, LLC History No change 6,941 2,104 0.4% 0.4% 1020 0 0.0% Q2 2026 Jul 27, 2026
Carl P. Sherr & Co., LLC History No change 6,911 2,094 0.88% 0.88% 1021 0 0.0% Q2 2026 Jul 31, 2026
Sightline Wealth Advisors, LLC History No change 6,909 2,094 0.77% 0.77% 1022 0 0.0% Q2 2026 Jul 22, 2026
Tillman Hartley LLC History No change 6,906 2,093 0.47% 0.47% 1023 0 0.0% Q2 2026 Aug 06, 2026
Aaron Wealth Advisors LLC History No change 6,890 2,088 0.11% 0.11% 1024 0 0.0% Q2 2026 Jul 16, 2026
Clarity Capital Advisors, LLC History No change 6,888 2,087 0.87% 0.87% 1025 0 0.0% Q2 2026 Jul 13, 2026
SVB WEALTH LLC History No change 6,874 2,083 0.13% 0.13% 1026 0 0.0% Q2 2026 Jul 17, 2026
Sanchez Levi Garrett History No change 6,831 2,070 1.12% 1.12% 1027 0 0.0% Q2 2026 Aug 14, 2026
Life Planning Partners, Inc History No change 6,829 2,069 1.54% 1.54% 1028 0 0.0% Q2 2026 Jul 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 6,814 2,065 0.23% 0.23% 1029 0 0.0% Q2 2026 Jul 09, 2026
Berger Financial Group, Inc History No change 6,807 2,063 0.11% 0.11% 1030 0 0.0% Q2 2026 Aug 04, 2026
Capital Squared Financial LLC History No change 6,793 2,059 1.35% 1.35% 1031 0 0.0% Q2 2026 Jul 21, 2026
SHP Wealth Management History No change 6,752 2,046 0.14% 0.14% 1032 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Co of New England, Inc. History No change 6,752 2,046 0.74% 0.74% 1033 0 0.0% Q2 2026 Jul 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,748 2,045 0.02% 0.02% 1034 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 6,744 2,044 0.04% 0.04% 1035 0 0.0% Q2 2026 Aug 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,728 2,039 0.65% 0.65% 1036 0 0.0% Q2 2026 Jul 17, 2026
Capstone Wealth Management Group, Inc. History No change 6,727 2,039 1.23% 1.23% 1037 0 0.0% Q2 2026 Jul 27, 2026
RETIREMENT GUYS FORMULA LLC History No change 6,771 2,037 0.77% 0.77% 1038 0 0.0% Q2 2026 Jul 30, 2026
Partners in Financial Planning History No change 6,723 2,037 0.31% 0.31% 1039 0 0.0% Q2 2026 Aug 10, 2026
ANDERSON HOAGLAND & CO History No change 6,695 2,029 0.16% 0.16% 1040 0 0.0% Q2 2026 Jul 06, 2026
Noble Wealth Management PBC History Reduced 7,119 2,025 0.91% 1.02% 1041 -420 -5.57% Q3 2026 Oct 01, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 6,666 2,020 1.43% 1.43% 1042 0 0.0% Q2 2026 Aug 10, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,658 2,018 0.11% 0.11% 1043 0 0.0% Q2 2026 Aug 06, 2026
Perennial Investment Advisors, LLC History No change 6,655 2,017 0.13% 0.13% 1044 0 0.0% Q2 2026 Aug 14, 2026
Revisor Wealth Management LLC History No change 6,657 2,017 0.48% 0.48% 1045 0 0.0% Q2 2026 Jul 21, 2026
Anchor Investment Management, LLC History No change 6,650 2,015 0.15% 0.15% 1046 0 0.0% Q2 2026 Sep 15, 2026
SACHEM HILL LLC History No change 6,641 2,012 0.36% 0.36% 1047 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,607 2,002 0.09% 0.09% 1048 0 0.0% Q2 2026 Aug 03, 2026
INVESTMENT PARTNERS, LTD. History No change 6,586 1,996 0.62% 0.62% 1049 0 0.0% Q2 2026 Aug 04, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 7,008 1,993 0.41% 0.43% 1050 +41 0.59% Q3 2026 Oct 05, 2026
Opus Financial Solutions LLC History No change 6,557 1,987 1.6% 1.6% 1051 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 6,671 1,987 0.15% 0.15% 1052 0 0.0% Q2 2026 Jul 29, 2026
Gray Private Wealth, LLC History No change 6,535 1,980 0.86% 0.86% 1053 0 0.0% Q2 2026 Jul 24, 2026
LANARK FINANCIAL, INC. History No change 6,497 1,969 0.13% 0.13% 1054 0 0.0% Q2 2026 Jul 21, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 6,491 1,967 0.17% 0.17% 1055 0 0.0% Q2 2026 Jul 27, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 6,483 1,965 1.28% 1.28% 1056 0 0.0% Q2 2026 Aug 07, 2026
PACIFIC SUN FINANCIAL CORP History No change 6,474 1,962 0.81% 0.81% 1057 0 0.0% Q2 2026 Aug 07, 2026
PATRON PARTNERS, LLC History No change 6,468 1,960 0.75% 0.75% 1058 0 0.0% Q2 2026 Aug 11, 2026
LAVELLE CAPITAL LP History No change 6,455 1,956 0.84% 0.84% 1059 0 0.0% Q2 2026 Jul 22, 2026
Fearless Solutions, LLC dba Best Invest History No change 6,449 1,954 1.03% 1.03% 1060 0 0.0% Q2 2026 Jul 21, 2026
Mittelman Wealth Management History No change 1,848 1,949 1.29% 1.29% 1061 0 0.0% Q2 2026 Aug 06, 2026
Traynor Capital Management, Inc. History No change 6,413 1,943 0.09% 0.09% 1062 0 0.0% Q2 2026 Jul 22, 2026
Storen Legacy Partners, LLC History No change 6,408 1,942 0.53% 0.53% 1063 0 0.0% Q2 2026 Jul 17, 2026
Westview Management dba Westview Investment Advisors History No change 6,407 1,941 0.95% 0.95% 1064 0 0.0% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History No change 6,397 1,939 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 6,377 1,931 0.0% 0.0% 1066 0 0.0% Q2 2026 Sep 09, 2026
USAdvisors Wealth Management, LLC History No change 6,368 1,930 0.55% 0.55% 1067 0 0.0% Q2 2026 Jul 29, 2026
Planning Strategies Inc. History Added to 6,767 1,925 1.14% 1.12% 1068 +837 14.11% Q3 2026 Oct 02, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,336 1,920 0.26% 0.26% 1069 0 0.0% Q2 2026 Jul 20, 2026
Embree Financial Group History No change 6,337 1,920 0.19% 0.19% 1070 0 0.0% Q2 2026 Jul 15, 2026
HCR Wealth Advisors History No change 6,331 1,919 0.17% 0.17% 1071 0 0.0% Q2 2026 Jul 13, 2026
Secure Asset Management, LLC History No change 6,315 1,914 0.27% 0.27% 1072 0 0.0% Q2 2026 Jul 15, 2026
Summit Global Investments History No change 6,303 1,911 0.1% 0.1% 1073 0 0.0% Q2 2026 Aug 03, 2026
Wiser Advisor Group LLC History No change 6,294 1,907 2.09% 2.09% 1074 0 0.0% Q2 2026 Aug 14, 2026
Lee Financial Co History No change 6,290 1,906 0.24% 0.24% 1075 0 0.0% Q2 2026 Jul 22, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 6,275 1,902 0.22% 0.22% 1076 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Group, INC/SD History No change 6,273 1,901 0.22% 0.22% 1077 0 0.0% Q2 2026 Aug 04, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,268 1,899 0.56% 0.56% 1078 0 0.0% Q2 2026 Aug 04, 2026
Bath Savings Trust Co History Added to 6,648 1,891 0.2% 0.2% 1079 +419 6.73% Q3 2026 Oct 07, 2026
GREENLEAF TRUST History No change 6,223 1,886 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 21, 2026
Westover Capital Advisors, LLC History No change 6,201 1,879 0.31% 0.31% 1081 0 0.0% Q2 2026 Aug 04, 2026
Williams Jones Wealth Management, LLC. History No change 6,194 1,877 0.02% 0.02% 1082 0 0.0% Q2 2026 Aug 05, 2026
Downshift Financial, LLC History No change 6,187 1,875 0.84% 0.84% 1083 0 0.0% Q2 2026 Aug 12, 2026
Pines Wealth Management, LLC History No change 6,184 1,874 0.54% 0.54% 1084 0 0.0% Q2 2026 Jul 22, 2026
Seven Springs Wealth Group, LLC History No change 6,171 1,870 0.41% 0.41% 1085 0 0.0% Q2 2026 Aug 04, 2026
PARK NATIONAL CORP /OH/ History Reduced 6,553 1,864 0.05% 0.06% 1086 -613 -8.55% Q3 2026 Oct 05, 2026
Berkeley Capital Partners, LLC History No change 6,150 1,864 0.38% 0.38% 1087 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 6,145 1,862 0.05% 0.05% 1088 0 0.0% Q2 2026 Aug 14, 2026
Heritage Family Offices, LLP History No change 6,137 1,860 0.72% 0.72% 1089 0 0.0% Q2 2026 Jul 29, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 6,136 1,860 0.75% 0.75% 1090 0 0.0% Q2 2026 Jul 28, 2026
Pacific Excel Wealth Advisors, Inc. History No change 6,137 1,860 0.72% 0.72% 1091 0 0.0% Q2 2026 Jul 06, 2026
Luminist Capital LLC History No change 6,127 1,859 2.09% 2.09% 1092 0 0.0% Q2 2026 Aug 07, 2026
Tranquility Partners, LLC History No change 6,093 1,846 0.63% 0.63% 1093 0 0.0% Q2 2026 Jul 23, 2026
Calder Financial LLC History No change 6,057 1,835 1.73% 1.73% 1094 0 0.0% Q2 2026 Jul 07, 2026
Rockwood Wealth Management, LLC History No change 6,049 1,833 0.12% 0.12% 1095 0 0.0% Q2 2026 Jul 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,036 1,829 0.75% 0.75% 1096 0 0.0% Q2 2026 Aug 11, 2026
Independence Bank of Kentucky History No change 6,020 1,824 0.21% 0.21% 1097 0 0.0% Q2 2026 Jul 13, 2026
Main Street Financial Solutions, LLC History No change 6,000 1,818 0.12% 0.12% 1098 0 0.0% Q2 2026 Aug 07, 2026
ROMANO BROTHERS AND COMPANY History No change 5,995 1,817 0.18% 0.18% 1099 0 0.0% Q2 2026 Jul 21, 2026
High Net Worth Advisory Group LLC History No change 5,991 1,816 0.39% 0.39% 1100 0 0.0% Q2 2026 Jul 29, 2026
Kendall Capital Management History No change 5,953 1,804 0.3% 0.3% 1101 0 0.0% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History No change 5,950 1,803 0.26% 0.26% 1102 0 0.0% Q2 2026 Aug 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 5,945 1,802 4.06% 4.06% 1103 0 0.0% Q2 2026 Aug 13, 2026
STAR Financial Bank History No change 5,917 1,793 0.73% 0.73% 1104 0 0.0% Q2 2026 Aug 07, 2026
FULTON BANK, N.A. History No change 5,896 1,787 0.05% 0.05% 1105 0 0.0% Q2 2026 Jul 09, 2026
New Covenant Trust Company, N.A. History Added to 6,252 1,778 1.23% 1.34% 1106 +402 6.87% Q3 2026 Oct 08, 2026
Dogwood Wealth Management LLC History No change 5,863 1,777 0.7% 0.7% 1107 0 0.0% Q2 2026 Jul 06, 2026
SteelPeak Wealth, LLC History No change 5,854 1,774 0.05% 0.05% 1108 0 0.0% Q2 2026 Jul 13, 2026
Global Wealth Management Investment Advisory, Inc. History No change 5,848 1,772 0.25% 0.25% 1109 0 0.0% Q2 2026 Jul 29, 2026
Timbuktu Capital Management, LLC History No change 5,842 1,770 2.66% 2.66% 1110 0 0.0% Q2 2026 Aug 13, 2026
Mustard Seed Financial, LLC History No change 5,833 1,768 0.92% 0.92% 1111 0 0.0% Q2 2026 Aug 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,832 1,767 0.12% 0.12% 1112 0 0.0% Q2 2026 Aug 04, 2026
UPTICK PARTNERS, LLC History No change 5,822 1,764 0.27% 0.27% 1113 0 0.0% Q2 2026 Aug 10, 2026
Wisconsin Wealth Advisors, LLC History Reduced 6,161 1,752 1.47% 1.67% 1114 -258 -4.02% Q3 2026 Oct 08, 2026
Madden Advisory Services, Inc. History No change 5,766 1,748 0.63% 0.63% 1115 0 0.0% Q2 2026 Aug 04, 2026
MADDEN SECURITIES Corp History No change 5,763 1,746 0.49% 0.49% 1116 0 0.0% Q2 2026 Jul 24, 2026
LAM GROUP, INC. History No change 5,750 1,742 0.87% 0.87% 1117 0 0.0% Q2 2026 Jul 10, 2026
Cascade Financial Partners, LLC History No change 5,744 1,741 0.15% 0.15% 1118 0 0.0% Q2 2026 Aug 04, 2026
GuidedMoney, LLC History No change 5,731 1,737 0.8% 0.8% 1119 0 0.0% Q2 2026 Jul 28, 2026
WORLD EQUITY GROUP, INC. History No change 5,714 1,732 0.39% 0.39% 1120 0 0.0% Q2 2026 Jul 09, 2026
Tarbox Family Office, Inc. History No change 5,717 1,732 0.25% 0.25% 1121 0 0.0% Q2 2026 Aug 03, 2026
Trivium Point Advisory, LLC History No change 5,668 1,718 0.16% 0.16% 1122 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 5,667 1,717 0.07% 0.07% 1123 0 0.0% Q2 2026 Jul 20, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 5,654 1,713 0.05% 0.05% 1124 0 0.0% Q2 2026 Aug 20, 2026
Graetz Wealth LLC History No change 5,639 1,709 1.36% 1.36% 1125 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History Reduced 5,967 1,697 0.22% 0.23% 1127 -57 -0.95% Q3 2026 Oct 09, 2026
PRIVATE TRUST CO NA History No change 5,599 1,697 0.14% 0.14% 1126 0 0.0% Q2 2026 Jul 28, 2026
Lionshead Wealth Management, LLC History No change 5,597 1,696 1.1% 1.1% 1128 0 0.0% Q2 2026 Jul 28, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 5,712 1,696 0.96% 0.96% 1129 0 0.0% Q2 2026 Jul 24, 2026
Aberdeen Wealth Management LLC History No change 5,568 1,687 0.81% 0.81% 1130 0 0.0% Q2 2026 Aug 13, 2026
AMARA FINANCIAL, LLC. History No change 5,562 1,685 1.01% 1.01% 1131 0 0.0% Q2 2026 Aug 07, 2026
180 WEALTH ADVISORS, LLC History No change 5,549 1,682 0.17% 0.17% 1132 0 0.0% Q2 2026 Jul 07, 2026
Hilltop Holdings Inc. History No change 5,505 1,668 0.13% 0.13% 1133 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Advisors, Inc. History No change 5,496 1,665 0.35% 0.35% 1134 0 0.0% Q2 2026 Jul 17, 2026
Marshall Financial Group, LLC History No change 5,482 1,661 0.24% 0.24% 1135 0 0.0% Q2 2026 Jul 17, 2026
Fiduciary Alliance LLC History No change 5,471 1,658 0.11% 0.11% 1136 0 0.0% Q2 2026 Jul 20, 2026
Range Advisory, LLC History No change 5,472 1,658 0.2% 0.2% 1137 0 0.0% Q2 2026 Sep 02, 2026
Wingate Wealth Advisors, Inc. History No change 5,451 1,652 0.73% 0.73% 1138 0 0.0% Q2 2026 Jul 29, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 5,444 1,650 0.35% 0.35% 1139 0 0.0% Q2 2026 Jul 22, 2026
TME FINANCIAL, INC. History No change 5,443 1,649 1.02% 1.02% 1140 0 0.0% Q2 2026 Jul 23, 2026
FIRST INTERSTATE BANK History No change 5,388 1,633 0.09% 0.09% 1141 0 0.0% Q2 2026 Jul 24, 2026
Autumn Glory Partners, LLC History No change 5,386 1,632 0.46% 0.46% 1142 0 0.0% Q2 2026 Aug 03, 2026
King Wealth Management Group History No change 5,381 1,631 0.18% 0.18% 1143 0 0.0% Q2 2026 Aug 05, 2026
Cabot-Wellington, LLC History No change 5,360 1,624 0.43% 0.43% 1144 0 0.0% Q2 2026 Jul 15, 2026
GTS SECURITIES LLC History No change 5,358 1,624 0.03% 0.03% 1145 0 0.0% Q2 2026 Aug 14, 2026
M3 Advisory Group, LLC History No change 5,360 1,624 0.84% 0.84% 1146 0 0.0% Q2 2026 Jul 24, 2026
Cooper Financial Group History Added to 5,704 1,622 0.13% 0.14% 1147 +176 3.18% Q3 2026 Oct 07, 2026
Spire Wealth Management History No change 5,339 1,618 0.05% 0.05% 1148 0 0.0% Q2 2026 Jul 15, 2026
CIDEL ASSET MANAGEMENT INC History No change 5,334 1,616 0.08% 0.08% 1149 0 0.0% Q2 2026 Jul 17, 2026
Ranch Capital Advisors Inc. History No change 5,328 1,615 0.51% 0.51% 1150 0 0.0% Q2 2026 Aug 03, 2026
WealthTrust Asset Management, LLC History No change 5,330 1,615 0.87% 0.87% 1151 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 5,315 1,611 0.05% 0.05% 1152 0 0.0% Q2 2026 Aug 06, 2026
Verdence Capital Advisors LLC History No change 5,308 1,608 0.08% 0.08% 1153 0 0.0% Q2 2026 Jul 29, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 5,307 1,608 0.83% 0.83% 1154 0 0.0% Q2 2026 Jul 28, 2026
Selby Wealth Management, LLC History No change 5,300 1,606 0.57% 0.57% 1155 0 0.0% Q2 2026 Jul 09, 2026
Topsail Wealth Management, LLC History No change 5,295 1,605 0.2% 0.2% 1156 0 0.0% Q2 2026 Aug 13, 2026
Oak Wealth Advisors LLC History No change 5,294 1,604 0.77% 0.77% 1157 0 0.0% Q2 2026 Jul 22, 2026
Everhart Financial Group, Inc. History Added to 5,632 1,602 0.1% 0.11% 1158 +73 1.31% Q3 2026 Oct 08, 2026
Ascent Group, LLC History No change 5,261 1,594 0.05% 0.05% 1159 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 5,244 1,589 0.1% 0.1% 1160 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 5,237 1,587 0.36% 0.36% 1161 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Advisors LLC History No change 6,133 1,582 1.35% 1.35% 1162 0 0.0% Q2 2026 Aug 07, 2026
Trinity Financial Advisors LLC History Reduced 5,558 1,581 0.41% 0.44% 1163 -133 -2.34% Q3 2026 Oct 08, 2026
Grove Street Fiduciary, LLC History No change 5,210 1,579 0.67% 0.67% 1164 0 0.0% Q2 2026 Jul 23, 2026
JHP Wealth Management, LLC History No change 5,205 1,577 1.29% 1.29% 1165 0 0.0% Q2 2026 Jul 30, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 5,206 1,577 0.77% 0.77% 1166 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS iM, LLC History No change 5,200 1,576 0.54% 0.54% 1167 0 0.0% Q2 2026 Jul 22, 2026
Pioneer Wealth Management Group History Reduced 5,527 1,572 0.37% 0.48% 1168 -1,023 -15.62% Q3 2026 Oct 08, 2026
Global Strategic Investment Solutions, LLC History No change 5,182 1,570 0.14% 0.14% 1169 0 0.0% Q2 2026 Aug 07, 2026
DELTA FINANCIAL ADVISORS LLC History No change 5,160 1,564 0.37% 0.37% 1170 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 5,159 1,563 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 06, 2026
Gibson Capital, LLC History No change 5,156 1,562 0.26% 0.26% 1172 0 0.0% Q2 2026 Aug 13, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 5,137 1,557 0.09% 0.09% 1173 0 0.0% Q2 2026 Jul 21, 2026
ANCHYRA PARTNERS LLC History No change 5,137 1,557 0.37% 0.37% 1174 0 0.0% Q2 2026 Jul 23, 2026
Bond & Devick Financial Network, Inc. History No change 5,131 1,555 0.38% 0.38% 1175 0 0.0% Q2 2026 Jul 16, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 5,130 1,555 1.09% 1.09% 1176 0 0.0% Q2 2026 Jul 27, 2026
Nabity-Jensen Investment Management Inc History No change 5,120 1,551 0.95% 0.95% 1177 0 0.0% Q2 2026 Jul 27, 2026
MAIRS & POWER INC History No change 5,114 1,550 0.01% 0.01% 1178 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 5,110 1,548 0.13% 0.13% 1179 0 0.0% Q2 2026 Jul 09, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,089 1,542 0.17% 0.17% 1180 0 0.0% Q2 2026 Aug 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,070 1,536 0.12% 0.12% 1181 0 0.0% Q2 2026 Jul 28, 2026
Cohen Investment Advisors LLC History No change 5,070 1,536 0.69% 0.69% 1182 0 0.0% Q2 2026 Jul 27, 2026
Paulson Wealth Management Inc. History No change 5,046 1,529 0.32% 0.32% 1183 0 0.0% Q2 2026 Aug 04, 2026
SwitchPoint Financial Planning, LLC History No change 5,041 1,528 0.88% 0.88% 1184 0 0.0% Q2 2026 Aug 14, 2026
DBK Financial Counsel, LLC History No change 5,033 1,525 1.28% 1.28% 1185 0 0.0% Q2 2026 Jul 21, 2026
TRED AVON FAMILY WEALTH, LLC History No change 5,014 1,519 0.46% 0.46% 1186 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 4,994 1,513 0.53% 0.53% 1187 0 0.0% Q2 2026 Aug 14, 2026
HARMONY ASSET MANAGEMENT LLC History No change 4,959 1,503 0.4% 0.4% 1188 0 0.0% Q2 2026 Jul 20, 2026
Addison Capital Co History No change 4,943 1,498 0.25% 0.25% 1189 0 0.0% Q2 2026 Aug 04, 2026
Kroeger Financial Partners History No change 4,943 1,498 1.45% 1.45% 1190 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 4,928 1,493 0.02% 0.02% 1191 0 0.0% Q2 2026 Jul 21, 2026
Talon Private Wealth, LLC History No change 4,927 1,493 0.17% 0.17% 1192 0 0.0% Q2 2026 Sep 11, 2026
HOURGLASS CAPITAL, LLC History No change 4,925 1,492 0.29% 0.29% 1193 0 0.0% Q2 2026 Jul 30, 2026
SigFig Wealth Management, LLC History Reduced 5,226 1,486 0.04% 0.05% 1195 -476 -8.35% Q3 2026 Oct 07, 2026
Camelot Portfolios, LLC History No change 4,903 1,486 1.04% 1.04% 1194 0 0.0% Q2 2026 Jul 17, 2026
North Star Investment Management Corp. History No change 4,901 1,485 0.08% 0.08% 1196 0 0.0% Q2 2026 Jul 28, 2026
MorganRosel Wealth Management, LLC History No change 4,897 1,484 0.5% 0.5% 1197 0 0.0% Q2 2026 Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 4,894 1,483 0.15% 0.15% 1198 0 0.0% Q2 2026 Jul 28, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 4,891 1,482 0.52% 0.52% 1199 0 0.0% Q2 2026 Jul 30, 2026
Strategic Financial Partners, Ltd. History No change 4,883 1,480 0.56% 0.56% 1200 0 0.0% Q2 2026 Aug 03, 2026
Graney & King, LLC History No change 4,838 1,477 0.53% 0.53% 1201 0 0.0% Q2 2026 Aug 07, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 4,859 1,472 0.68% 0.68% 1202 0 0.0% Q2 2026 Jul 10, 2026
VICUS CAPITAL History No change 4,844 1,468 0.09% 0.09% 1203 0 0.0% Q2 2026 Aug 05, 2026
GLR Partners, LLC History No change 4,833 1,464 0.68% 0.68% 1204 0 0.0% Q2 2026 Jul 27, 2026
SC&H Financial Advisors, Inc. History No change 4,816 1,459 0.19% 0.19% 1205 0 0.0% Q2 2026 Aug 04, 2026
NorthStar Asset Management LLC /NJ/ History No change 4,775 1,447 0.59% 0.59% 1206 0 0.0% Q2 2026 Aug 05, 2026
Upper Left Wealth Management, LLC History No change 4,756 1,441 0.8% 0.8% 1207 0 0.0% Q2 2026 Jul 14, 2026
BEACON FINANCIAL GROUP History No change 4,723 1,431 0.13% 0.13% 1208 0 0.0% Q2 2026 Jul 16, 2026
Asempa Wealth Advisors History Reduced 4,988 1,429 1.09% 1.18% 1209 -228 -4.37% Q3 2026 Oct 07, 2026
Sound Financial Strategies Group, LLC History No change 4,710 1,427 0.91% 0.91% 1210 0 0.0% Q2 2026 Aug 10, 2026
DAGCO, INC. History No change 4,699 1,424 0.26% 0.26% 1211 0 0.0% Q2 2026 Jul 10, 2026
Hegarty Advisors, LLC History No change 4,698 1,423 0.98% 0.98% 1212 0 0.0% Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,690 1,421 0.07% 0.07% 1213 0 0.0% Q2 2026 Jul 23, 2026
Luminvest Wealth Management LLC History No change 4,676 1,417 0.33% 0.33% 1214 0 0.0% Q2 2026 Jul 29, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,670 1,415 0.22% 0.22% 1215 0 0.0% Q2 2026 Aug 07, 2026
Sunburst Financial Group, LLC History No change 4,972 1,414 0.22% 0.24% 1216 0 0.0% Q3 2026 Oct 08, 2026
Sargent Investment Group, LLC History No change 4,651 1,409 0.17% 0.17% 1217 0 0.0% Q2 2026 Aug 11, 2026
Trevian Wealth Management LLC History No change 4,644 1,407 0.6% 0.6% 1218 0 0.0% Q2 2026 Jul 24, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,617 1,399 0.17% 0.17% 1219 0 0.0% Q2 2026 Aug 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 4,617 1,399 0.79% 0.79% 1220 0 0.0% Q2 2026 Aug 10, 2026
Plante Moran Financial Advisors, LLC History No change 4,608 1,396 0.06% 0.06% 1221 0 0.0% Q2 2026 Aug 06, 2026
Pallas Capital Advisors LLC History No change 4,596 1,393 0.04% 0.04% 1222 0 0.0% Q2 2026 Aug 07, 2026
1ST SOURCE BANK History No change 4,584 1,389 0.06% 0.06% 1223 0 0.0% Q2 2026 Aug 06, 2026
Lincoln Capital LLC History Added to 4,876 1,387 0.24% 0.26% 1224 +76 1.58% Q3 2026 Oct 09, 2026
Summa Corp. History No change 4,577 1,387 0.44% 0.44% 1225 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,580 1,386 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Group, LLC History No change 4,570 1,385 0.08% 0.08% 1227 0 0.0% Q2 2026 Jul 27, 2026
Bedel Financial Consulting, Inc. History No change 4,557 1,381 0.13% 0.13% 1228 0 0.0% Q2 2026 Jul 29, 2026
Sunbeam Capital Management, LLC History No change 4,537 1,375 0.63% 0.63% 1229 0 0.0% Q2 2026 Jul 14, 2026
Cassaday & Co Wealth Management LLC History No change 4,527 1,372 0.03% 0.03% 1230 0 0.0% Q2 2026 Aug 10, 2026
ATLas Financial Planning LLC History No change 4,507 1,366 1.11% 1.11% 1231 0 0.0% Q2 2026 Jul 22, 2026
Oxbow Advisors, LLC History No change 4,484 1,359 0.11% 0.11% 1232 0 0.0% Q2 2026 Aug 07, 2026
Asset Dedication, LLC History No change 4,475 1,356 0.09% 0.09% 1233 0 0.0% Q2 2026 Jul 30, 2026
National Philanthropic Trust History No change 4,474 1,356 0.02% 0.02% 1234 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 4,581 1,352 0.19% 0.19% 1235 0 0.0% Q2 2026 Aug 07, 2026
Landmark Wealth Management, LLC History No change 4,455 1,350 0.32% 0.32% 1236 0 0.0% Q2 2026 Aug 10, 2026
Confluence Wealth Services, Inc. History No change 4,450 1,348 0.04% 0.04% 1237 0 0.0% Q2 2026 Jul 22, 2026
Granite Bay Wealth Management, LLC History No change 4,450 1,348 0.12% 0.12% 1238 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 4,433 1,343 0.4% 0.4% 1239 0 0.0% Q2 2026 Aug 12, 2026
Corsicana & Co. History No change 4,432 1,343 0.65% 0.65% 1240 0 0.0% Q2 2026 Jul 24, 2026
Vilga Financial Planning LLC History Reduced 4,712 1,340 0.8% 1.09% 1241 -51 -1.07% Q3 2026 Oct 08, 2026
Ascent Advisors, LLC History No change 4,442 1,339 1.54% 1.54% 1242 0 0.0% Q2 2026 Aug 14, 2026
TABR Capital Management, LLC History No change 4,398 1,333 1.14% 1.14% 1243 0 0.0% Q2 2026 Jul 24, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,398 1,333 0.1% 0.1% 1244 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 4,376 1,326 0.0% 0.0% 1245 0 0.0% Q2 2026 Aug 04, 2026
Federation des caisses Desjardins du Quebec History No change 4,355 1,320 0.0% 0.0% 1246 0 0.0% Q2 2026 Aug 13, 2026
Freedom Financial Partners LLC History No change 4,354 1,319 0.43% 0.43% 1247 0 0.0% Q2 2026 Aug 06, 2026
Asset Allocation & Management Company, LLC History No change 4,345 1,317 0.43% 0.43% 1248 0 0.0% Q2 2026 Jul 15, 2026
CENTAURUS FINANCIAL, INC. History No change 4,341 1,316 0.05% 0.05% 1249 0 0.0% Q2 2026 Aug 17, 2026
Carnegie Investment Counsel History No change 4,335 1,314 0.03% 0.03% 1250 0 0.0% Q2 2026 Jul 30, 2026
Cannon Wealth Management Services, LLC History No change 4,331 1,312 0.72% 0.72% 1251 0 0.0% Q2 2026 Aug 11, 2026
Elm3 Financial Group, LLC History Reduced 4,589 1,305 0.87% 0.96% 1252 -42 -0.91% Q3 2026 Oct 07, 2026
Truvestments Capital LLC History No change 4,787 1,304 0.19% 0.19% 1253 0 0.0% Q2 2026 Aug 12, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 4,302 1,304 0.13% 0.13% 1254 0 0.0% Q2 2026 Jul 29, 2026
Bank of Marin History No change 4,300 1,303 0.91% 0.91% 1255 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 4,273 1,295 0.17% 0.17% 1256 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 4,262 1,291 0.11% 0.11% 1257 0 0.0% Q2 2026 Jul 16, 2026
Balboa Wealth Partners History No change 4,260 1,291 0.18% 0.18% 1258 0 0.0% Q2 2026 Aug 10, 2026
VICTORY FINANCIAL GROUP, LLC History No change 4,259 1,291 0.14% 0.14% 1259 0 0.0% Q2 2026 Jul 28, 2026
Stillwater Capital Advisors, LLC History No change 4,250 1,288 0.13% 0.13% 1260 0 0.0% Q2 2026 Jul 23, 2026
Harbor Group, Inc. History No change 4,237 1,284 0.15% 0.15% 1261 0 0.0% Q2 2026 Jul 22, 2026
Hiley Hunt Wealth Management History Reduced 4,508 1,282 0.5% 0.56% 1262 -184 -3.92% Q3 2026 Oct 08, 2026
Biltmore Family Office, LLC History No change 4,226 1,280 0.17% 0.17% 1263 0 0.0% Q2 2026 Aug 12, 2026
Merrithew & Thorsten Inc History No change 4,194 1,271 1.08% 1.08% 1264 0 0.0% Q2 2026 Jul 31, 2026
Facet Wealth, Inc. History No change 4,184 1,268 0.02% 0.02% 1265 0 0.0% Q2 2026 Jul 27, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 4,171 1,264 0.62% 0.62% 1266 0 0.0% Q2 2026 Jul 22, 2026
Post Resch Tallon Group Inc. History Added to 4,442 1,263 0.87% 0.9% 1268 +166 3.88% Q3 2026 Oct 08, 2026
Arrowroot Family Office, LLC History No change 4,167 1,263 0.36% 0.36% 1267 0 0.0% Q2 2026 Aug 06, 2026
L.K. Benson & Company, P.C. History No change 4,164 1,262 0.38% 0.38% 1269 0 0.0% Q2 2026 Jul 24, 2026
71 West Capital Partners History No change 4,140 1,254 0.04% 0.04% 1270 0 0.0% Q2 2026 Aug 04, 2026
Armbruster Capital Management, Inc. History No change 4,134 1,253 0.19% 0.19% 1271 0 0.0% Q2 2026 Jul 16, 2026
Independent Advisor Alliance History No change 4,135 1,253 0.03% 0.03% 1272 0 0.0% Q2 2026 Aug 12, 2026
CPA Asset Management Group, LLC History No change 4,117 1,247 0.36% 0.36% 1273 0 0.0% Q2 2026 Jul 09, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 4,110 1,245 0.57% 0.57% 1274 0 0.0% Q2 2026 Sep 18, 2026
Probity Advisors, Inc. History No change 4,096 1,241 0.18% 0.18% 1275 0 0.0% Q2 2026 Jul 31, 2026
Kuhn & Co Investment Counsel History No change 4,096 1,241 0.72% 0.72% 1276 0 0.0% Q2 2026 Jul 31, 2026
Newport Capital Group, LLC History No change 4,090 1,240 0.7% 0.7% 1277 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 4,090 1,239 0.37% 0.37% 1278 0 0.0% Q2 2026 Jul 27, 2026
Laurel Wealth Planning LLC History No change 4,085 1,238 0.55% 0.55% 1279 0 0.0% Q2 2026 Jul 30, 2026
Fiera Capital Corp History No change 4,071 1,234 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 07, 2026
Orcam Financial Group History No change 4,073 1,234 0.6% 0.6% 1281 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,642 1,233 0.15% 0.15% 1282 0 0.0% Q2 2026 Aug 05, 2026
ENTRUST FINANCIAL LLC History No change 4,068 1,233 0.8% 0.8% 1283 0 0.0% Q2 2026 Jul 20, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 4,048 1,227 0.29% 0.29% 1284 0 0.0% Q2 2026 Aug 13, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 4,045 1,226 0.11% 0.11% 1285 0 0.0% Q2 2026 Jul 29, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 4,042 1,225 0.08% 0.08% 1286 0 0.0% Q2 2026 Jul 23, 2026
Donalies Financial Planning, LLC History No change 4,034 1,222 0.9% 0.9% 1287 0 0.0% Q2 2026 Aug 06, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 4,010 1,215 0.07% 0.07% 1288 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisors Network, Inc. History No change 3,973 1,204 0.15% 0.15% 1289 0 0.0% Q2 2026 Aug 14, 2026
Atlas Brown,Inc. History Added to 4,207 1,196 0.32% 0.27% 1290 +867 25.96% Q3 2026 Oct 09, 2026
LEE DANNER & BASS INC History No change 3,941 1,194 0.07% 0.07% 1291 0 0.0% Q2 2026 Jul 21, 2026
Madison Wealth Partners, Inc History No change 3,942 1,194 0.15% 0.15% 1292 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 3,940 1,194 0.08% 0.08% 1293 0 0.0% Q2 2026 Aug 05, 2026
Geometric Wealth Advisors History No change 3,938 1,193 0.13% 0.13% 1294 0 0.0% Q2 2026 Aug 11, 2026
Disciplined Investments, LLC History No change 3,931 1,191 0.38% 0.38% 1295 0 0.0% Q2 2026 Aug 07, 2026
Modus Advisors, LLC History No change 3,924 1,189 0.29% 0.29% 1296 0 0.0% Q2 2026 Aug 03, 2026
Brio Consultants, LLC History No change 3,922 1,188 0.14% 0.14% 1297 0 0.0% Q2 2026 Aug 12, 2026
ELEVATUS WELATH MANAGEMENT History No change 3,915 1,186 0.29% 0.29% 1298 0 0.0% Q2 2026 Aug 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,901 1,182 0.01% 0.01% 1299 0 0.0% Q2 2026 Jul 17, 2026
Piedmont Capital Management, LLC/NC History No change 3,900 1,182 0.72% 0.72% 1300 0 0.0% Q2 2026 Aug 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 3,881 1,176 0.29% 0.29% 1301 0 0.0% Q2 2026 Jul 24, 2026
Avantax Planning Partners, Inc. History No change 3,874 1,174 0.03% 0.03% 1302 0 0.0% Q2 2026 Jul 28, 2026
Outbound Financial Inc History No change 3,869 1,172 0.76% 0.76% 1303 0 0.0% Q2 2026 Jul 15, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,863 1,170 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 14, 2026
GEM Asset Management, LLC History No change 3,853 1,167 0.46% 0.46% 1305 0 0.0% Q2 2026 Jul 21, 2026
Innovative Wealth Building LLC History No change 3,849 1,166 0.68% 0.68% 1306 0 0.0% Q2 2026 Jul 23, 2026
Millington Financial Advisors, LLC History No change 3,930 1,164 0.46% 0.46% 1307 0 0.0% Q2 2026 Aug 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 3,840 1,163 0.26% 0.26% 1308 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 3,833 1,161 0.05% 0.05% 1309 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 3,825 1,159 0.43% 0.43% 1310 0 0.0% Q2 2026 Aug 06, 2026
REGATTA CAPITAL GROUP, LLC History No change 3,811 1,155 0.16% 0.16% 1311 0 0.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History Added to 3,999 1,150 0.05% 0.04% 1312 +742 22.78% Q3 2026 Oct 09, 2026
LIBRA WEALTH LLC History No change 3,797 1,150 0.29% 0.29% 1313 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 3,785 1,147 0.42% 0.42% 1314 0 0.0% Q2 2026 Jul 30, 2026
Prospect Financial Services LLC History No change 3,748 1,136 0.58% 0.58% 1315 0 0.0% Q2 2026 Aug 06, 2026
FC Advisory LLC History Added to 3,983 1,133 0.3% 0.32% 1316 +33 0.84% Q3 2026 Oct 05, 2026
North Capital, Inc. History No change 3,740 1,133 0.86% 0.86% 1317 0 0.0% Q2 2026 Jul 14, 2026
TOMPKINS FINANCIAL CORP History Reduced 3,965 1,128 0.08% 0.09% 1318 -190 -4.57% Q3 2026 Oct 05, 2026
Keewaydin Investments LLC History No change 3,722 1,128 0.33% 0.33% 1319 0 0.0% Q2 2026 Aug 14, 2026
Stockman Wealth Management, Inc. History No change 3,719 1,127 0.12% 0.12% 1320 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 3,710 1,124 0.12% 0.12% 1321 0 0.0% Q2 2026 Jul 23, 2026
Valpey Financial Services, LLC History No change 3,690 1,118 0.67% 0.67% 1322 0 0.0% Q2 2026 Aug 11, 2026
Heck Capital Advisors, LLC History No change 3,686 1,117 0.07% 0.07% 1323 0 0.0% Q2 2026 Jul 10, 2026
Glassman Wealth Services History No change 3,680 1,115 0.13% 0.13% 1324 0 0.0% Q2 2026 Aug 05, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,673 1,113 0.09% 0.09% 1325 0 0.0% Q2 2026 Aug 05, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 3,668 1,111 0.3% 0.3% 1326 0 0.0% Q2 2026 Jul 23, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 3,667 1,111 0.77% 0.77% 1327 0 0.0% Q2 2026 Aug 14, 2026
Waterford Advisors, LLC History No change 3,634 1,101 0.3% 0.3% 1328 0 0.0% Q2 2026 Aug 14, 2026
FreeGulliver LLC History No change 3,621 1,097 0.39% 0.39% 1329 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,614 1,095 0.1% 0.1% 1330 0 0.0% Q2 2026 Aug 07, 2026
V2 Financial group LLC History No change 3,616 1,095 0.41% 0.41% 1331 0 0.0% Q2 2026 Aug 10, 2026
BSW Wealth Partners History No change 3,608 1,093 0.12% 0.12% 1332 0 0.0% Q2 2026 Jul 15, 2026
TOWNSQUARE CAPITAL LLC History No change 3,600 1,091 0.2% 0.2% 1333 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History No change 3,594 1,089 0.13% 0.13% 1334 0 0.0% Q2 2026 Jul 28, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 3,576 1,083 0.25% 0.25% 1335 0 0.0% Q2 2026 Aug 10, 2026
Diversified Portfolios, Inc. History No change 3,560 1,078 0.08% 0.08% 1336 0 0.0% Q2 2026 Aug 04, 2026
SHAYNE & JACOBS, LLC History No change 3,556 1,077 0.32% 0.32% 1337 0 0.0% Q2 2026 Jul 07, 2026
TWO SIGMA SECURITIES, LLC History No change 3,550 1,076 0.09% 0.09% 1338 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 3,544 1,074 0.42% 0.42% 1339 0 0.0% Q2 2026 Jul 21, 2026
SeaCrest Wealth Management, LLC History No change 3,541 1,073 0.12% 0.12% 1340 0 0.0% Q2 2026 Jul 09, 2026
River Wealth Advisors LLC History No change 3,534 1,071 0.11% 0.11% 1341 0 0.0% Q2 2026 Aug 04, 2026
Quadcap Wealth Management, LLC History No change 3,534 1,071 0.1% 0.1% 1342 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Management, Inc. History No change 3,533 1,070 0.27% 0.27% 1343 0 0.0% Q2 2026 Jul 28, 2026
Fortis Capital Management LLC History No change 3,518 1,066 0.12% 0.12% 1344 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History Reduced 3,747 1,065 0.1% 0.12% 1345 -588 -13.56% Q3 2026 Oct 01, 2026
Winthrop Capital Management, LLC History No change 3,513 1,065 0.26% 0.26% 1346 0 0.0% Q2 2026 Aug 13, 2026
Eagle Bluffs Wealth Management LLC History No change 3,498 1,060 0.35% 0.35% 1347 0 0.0% Q2 2026 Aug 06, 2026
Cannell & Spears LLC History No change 3,488 1,057 0.02% 0.02% 1348 0 0.0% Q2 2026 Aug 11, 2026
Caldwell Trust Co History No change 3,484 1,056 0.09% 0.09% 1349 0 0.0% Q2 2026 Aug 03, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,480 1,055 0.01% 0.01% 1350 0 0.0% Q2 2026 Aug 13, 2026
Blom & Howell Financial Planning, Inc. History No change 3,483 1,055 0.88% 0.88% 1351 0 0.0% Q2 2026 Aug 04, 2026
Oakworth Capital, Inc. History No change 3,482 1,054 0.05% 0.05% 1352 0 0.0% Q2 2026 Jul 22, 2026
Grange Capital, LLC History No change 3,460 1,048 0.97% 0.97% 1353 0 0.0% Q2 2026 Jul 28, 2026
DiNuzzo Private Wealth, Inc. History No change 3,875 1,046 0.1% 0.1% 1354 0 0.0% Q2 2026 Jul 10, 2026
Marex Group Ltd History No change 3,454 1,046 0.0% 0.0% 1355 0 0.0% Q2 2026 Aug 14, 2026
Astoria Portfolio Advisors LLC. History No change 3,449 1,045 0.18% 0.18% 1356 0 0.0% Q2 2026 Jul 28, 2026
Pearl Planning LLC History No change 3,445 1,044 0.48% 0.48% 1357 0 0.0% Q2 2026 Jul 21, 2026
Segment Wealth Management, LLC History No change 3,431 1,040 0.05% 0.05% 1358 0 0.0% Q2 2026 Jul 16, 2026
Prosperity Consulting Group, LLC History No change 3,429 1,039 0.04% 0.04% 1359 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 3,423 1,037 0.08% 0.08% 1360 0 0.0% Q2 2026 Aug 14, 2026
Pacific Point Advisors, LLC History No change 3,421 1,037 0.47% 0.47% 1361 0 0.0% Q2 2026 Jul 24, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,420 1,036 0.05% 0.05% 1362 0 0.0% Q2 2026 Jul 20, 2026
ZACKS INVESTMENT MANAGEMENT History No change 3,419 1,036 0.01% 0.01% 1363 0 0.0% Q2 2026 Aug 13, 2026
BXM Wealth LLC History No change 3,416 1,035 0.56% 0.56% 1364 0 0.0% Q2 2026 Jul 24, 2026
Essex LLC History No change 3,405 1,032 0.16% 0.16% 1365 0 0.0% Q2 2026 Jul 24, 2026
Ballast Rock Private Wealth LLC History No change 3,407 1,032 0.48% 0.48% 1366 0 0.0% Q2 2026 Aug 10, 2026
Innovative Asset Advisors Group, LLC History No change 3,397 1,029 0.45% 0.45% 1367 0 0.0% Q2 2026 Aug 05, 2026
Sidoxia Capital Management, LLC History No change 3,385 1,026 0.75% 0.75% 1368 0 0.0% Q2 2026 Jul 24, 2026
S&T BANK/PA History No change 3,383 1,025 0.31% 0.31% 1369 0 0.0% Q2 2026 Aug 12, 2026
Trust Point Inc. History No change 3,378 1,023 0.09% 0.09% 1370 0 0.0% Q2 2026 Jul 08, 2026
Curi Capital, LLC History No change 3,371 1,021 0.02% 0.02% 1371 0 0.0% Q2 2026 Aug 14, 2026
PECAUT & CO. History No change 3,367 1,020 0.31% 0.31% 1372 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History No change 3,584 1,019 0.03% 0.04% 1373 0 0.0% Q3 2026 Oct 08, 2026
Ballast Financial Advisors LLC History No change 3,359 1,018 0.92% 0.92% 1374 0 0.0% Q2 2026 Aug 13, 2026
Envision Financial LLC History No change 3,356 1,017 0.47% 0.47% 1375 0 0.0% Q2 2026 Jul 10, 2026
Hughes Financial Services, LLC History No change 3,349 1,015 0.13% 0.13% 1376 0 0.0% Q2 2026 Jul 20, 2026
HILL ISLAND FINANCIAL LLC History No change 3,347 1,014 0.22% 0.22% 1377 0 0.0% Q2 2026 Aug 11, 2026
MJP ASSOCIATES INC /ADV History No change 3,345 1,013 0.11% 0.11% 1378 0 0.0% Q2 2026 Aug 11, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 3,345 1,013 0.23% 0.23% 1379 0 0.0% Q2 2026 Jul 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,335 1,010 0.06% 0.06% 1380 0 0.0% Q2 2026 Jul 31, 2026
Oakmont Advisory Group, LLC History No change 3,335 1,010 0.85% 0.85% 1381 0 0.0% Q2 2026 Aug 03, 2026
Caitlin John, LLC History No change 3,330 1,009 0.55% 0.55% 1382 0 0.0% Q2 2026 Aug 17, 2026
Dala Group, LLC History No change 3,304 1,001 0.82% 0.82% 1383 0 0.0% Q2 2026 Aug 10, 2026
Arista Wealth Management, LLC History No change 3,298 999 0.11% 0.11% 1384 0 0.0% Q2 2026 Jul 08, 2026
AlTi Global, Inc. History No change 3,287 996 0.02% 0.02% 1385 0 0.0% Q2 2026 Aug 05, 2026
Waterloo Capital, L.P. History No change 3,278 993 0.06% 0.06% 1386 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 3,274 993 0.31% 0.31% 1387 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 3,271 991 0.03% 0.03% 1388 0 0.0% Q2 2026 Aug 13, 2026
Hirtle & Co., LLC History No change 3,260 988 0.03% 0.03% 1389 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 3,252 985 0.36% 0.36% 1390 0 0.0% Q2 2026 Jul 08, 2026
Farmers National Bank History No change 3,246 983 0.21% 0.21% 1391 0 0.0% Q2 2026 Aug 11, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 3,235 980 0.05% 0.05% 1392 0 0.0% Q2 2026 Jul 08, 2026
Conservest Capital Advisors, Inc. History No change 3,234 980 0.08% 0.08% 1393 0 0.0% Q2 2026 Jul 22, 2026
Advocate Investing Services LLC History No change 3,234 980 0.75% 0.75% 1394 0 0.0% Q2 2026 Jul 28, 2026
Golden State Wealth Management, LLC History No change 3,229 979 0.09% 0.09% 1395 0 0.0% Q2 2026 Jul 22, 2026
FIRST COMMUNITY TRUST NA History Added to 3,434 976 0.33% 0.39% 1396 +599 21.13% Q3 2026 Oct 07, 2026
Affiance Financial, LLC History No change 3,220 976 0.14% 0.14% 1397 0 0.0% Q2 2026 Jul 09, 2026
NESTEGG ADVISORS, INC. History No change 3,204 971 0.69% 0.69% 1398 0 0.0% Q2 2026 Jul 14, 2026
Silver Grove Financial Group, Inc. History No change 3,206 971 0.53% 0.53% 1399 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History No change 3,199 969 0.1% 0.1% 1400 0 0.0% Q2 2026 Jul 22, 2026
Moss Adams Wealth Advisors LLC History No change 3,196 968 0.06% 0.06% 1401 0 0.0% Q2 2026 Jul 27, 2026
Schrum Private Wealth Management LLC History No change 4,056 964 0.99% 0.99% 1402 0 0.0% Q2 2026 Aug 10, 2026
TCTC Holdings, LLC History No change 3,173 961 0.03% 0.03% 1403 0 0.0% Q2 2026 Aug 11, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,169 960 0.24% 0.24% 1404 0 0.0% Q2 2026 Jul 20, 2026
Verus Financial Partners, Inc. History No change 3,158 957 0.08% 0.08% 1405 0 0.0% Q2 2026 Jul 21, 2026
Kachkovsky & Fisher, Inc. History No change 3,155 956 0.92% 0.92% 1406 0 0.0% Q2 2026 Sep 08, 2026
Meridian Wealth Partners, LLC History No change 3,152 955 0.12% 0.12% 1407 0 0.0% Q2 2026 Aug 12, 2026
Sterling Wealth Advisors Inc History No change 3,151 955 0.52% 0.52% 1408 0 0.0% Q2 2026 Jul 23, 2026
SEARLE & CO. History No change 3,146 953 0.21% 0.21% 1409 0 0.0% Q2 2026 Jul 27, 2026
Concentrum Wealth Management History No change 3,146 953 0.23% 0.23% 1410 0 0.0% Q2 2026 Aug 06, 2026
Northstar Group, Inc. History No change 3,138 951 0.12% 0.12% 1411 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 3,136 950 0.13% 0.13% 1412 0 0.0% Q2 2026 Aug 11, 2026
Riverview Trust Co History No change 3,118 945 1.13% 1.13% 1413 0 0.0% Q2 2026 Jul 31, 2026
Evernest Financial Advisors, LLC History No change 3,120 945 0.2% 0.2% 1414 0 0.0% Q2 2026 Aug 05, 2026
Miller Capital Partners, Inc. History No change 3,097 938 0.37% 0.37% 1415 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History Added to 3,279 932 0.07% 0.07% 1416 +150 4.79% Q3 2026 Oct 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 3,067 929 0.09% 0.09% 1417 0 0.0% Q2 2026 Jul 07, 2026
ROCKLAND TRUST CO History Added to 3,262 928 0.04% 0.03% 1418 +369 12.75% Q3 2026 Oct 05, 2026
Elyxium Wealth, LLC History No change 3,061 927 0.1% 0.1% 1419 0 0.0% Q2 2026 Aug 03, 2026
Bridgewater Advisors Inc. History No change 3,090 925 0.05% 0.05% 1420 0 0.0% Q2 2026 Aug 05, 2026
Nilsine Partners, LLC History No change 3,054 925 0.06% 0.06% 1421 0 0.0% Q2 2026 Jul 24, 2026
Athena Investment Management History No change 3,054 925 0.55% 0.55% 1422 0 0.0% Q2 2026 Aug 06, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,043 922 0.05% 0.05% 1423 0 0.0% Q2 2026 Aug 14, 2026
Aspire Growth Partners LLC History No change 3,041 921 0.54% 0.54% 1424 0 0.0% Q2 2026 Jul 29, 2026
Carroll Advisory Group, LLC History No change 3,039 921 0.3% 0.3% 1425 0 0.0% Q2 2026 Jul 23, 2026
American Money Management, LLC History No change 3,037 920 0.13% 0.13% 1426 0 0.0% Q2 2026 Aug 13, 2026
Marathon Strategic Advisors, LLC History No change 3,024 916 0.52% 0.52% 1427 0 0.0% Q2 2026 Jul 16, 2026
Human Investing LLC History No change 3,019 915 0.12% 0.12% 1428 0 0.0% Q2 2026 Jul 21, 2026
Southland Equity Partners LLC History No change 3,021 915 0.16% 0.16% 1429 0 0.0% Q2 2026 Jul 13, 2026
Transamerica Financial Advisors, LLC History No change 3,005 910 0.08% 0.08% 1430 0 0.0% Q2 2026 Aug 14, 2026
Clark Wealth Partners History No change 2,992 906 0.51% 0.51% 1431 0 0.0% Q2 2026 Jul 28, 2026
LPWM LLC History No change 2,982 903 0.2% 0.2% 1432 0 0.0% Q2 2026 Jul 24, 2026
Passive Capital Management, LLC. History No change 3,502 903 0.28% 0.28% 1433 0 0.0% Q2 2026 Aug 10, 2026
Birchcreek Wealth Management, LLC History No change 2,959 896 0.35% 0.35% 1434 0 0.0% Q2 2026 Aug 06, 2026
EWA, LLC History No change 2,949 893 0.16% 0.16% 1435 0 0.0% Q2 2026 Jul 14, 2026
J2 Capital Management Inc History No change 2,944 892 0.6% 0.6% 1436 0 0.0% Q2 2026 Jul 20, 2026
Collaborative Capital Advisors LLC History No change 2,941 891 0.56% 0.56% 1437 0 0.0% Q2 2026 Aug 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,939 890 0.39% 0.39% 1438 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 2,923 886 0.53% 0.53% 1439 0 0.0% Q2 2026 Aug 07, 2026
Freedom Investment Management, Inc. History No change 2,914 883 0.25% 0.25% 1440 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 2,897 878 0.04% 0.04% 1441 0 0.0% Q2 2026 Jul 28, 2026
Jefferson Bridge Capital, LLC History No change 2,900 878 0.76% 0.76% 1442 0 0.0% Q2 2026 Jul 21, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,887 875 0.13% 0.13% 1443 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,884 874 0.03% 0.03% 1444 0 0.0% Q2 2026 Aug 06, 2026
Allodium Investment Consultants, LLC History No change 2,882 873 0.37% 0.37% 1445 0 0.0% Q2 2026 Jul 14, 2026
Solstein Capital, LLC History No change 2,868 869 0.3% 0.3% 1446 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,862 867 0.06% 0.06% 1447 0 0.0% Q2 2026 Jul 07, 2026
Windsor Advisory Group, LLC History No change 2,862 867 0.63% 0.63% 1448 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History No change 2,862 867 0.05% 0.05% 1449 0 0.0% Q2 2026 Jul 27, 2026
Thayer Partners, LLC / MA History No change 2,861 867 0.36% 0.36% 1450 0 0.0% Q2 2026 Jul 31, 2026
Sterling Capital Management LLC History No change 2,860 866 0.01% 0.01% 1451 0 0.0% Q2 2026 Jul 28, 2026
BECKER CAPITAL MANAGEMENT INC History No change 2,853 864 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 31, 2026
Nicholas Wealth, LLC. History No change 2,835 859 0.47% 0.47% 1453 0 0.0% Q2 2026 Jul 24, 2026
Westmount Partners, LLC History No change 2,836 859 0.19% 0.19% 1454 0 0.0% Q2 2026 Jul 07, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 2,833 858 0.13% 0.13% 1455 0 0.0% Q2 2026 Jul 14, 2026
Fund Advisors of America Inc/FL History No change 2,829 857 0.78% 0.78% 1456 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,826 856 0.1% 0.1% 1457 0 0.0% Q2 2026 Jul 10, 2026
Clayton Financial Group LLC History No change 2,823 855 0.47% 0.47% 1458 0 0.0% Q2 2026 Jul 20, 2026
McLean Asset Management Corp History No change 2,890 852 0.11% 0.11% 1459 0 0.0% Q2 2026 Aug 12, 2026
ADIRONDACK TRUST CO History No change 2,811 851 0.25% 0.25% 1460 0 0.0% Q2 2026 Jul 16, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,808 851 0.04% 0.04% 1461 0 0.0% Q2 2026 Aug 03, 2026
Wellspring Financial Advisors, LLC History No change 2,810 851 0.06% 0.06% 1462 0 0.0% Q2 2026 Jul 20, 2026
PGIM Custom Harvest LLC History No change 2,810 851 0.01% 0.01% 1463 0 0.0% Q2 2026 Aug 13, 2026
COOPER/HAIMS ADVISORS, LLC History No change 2,805 850 0.37% 0.37% 1464 0 0.0% Q2 2026 Aug 14, 2026
Vigilare Wealth Management History No change 2,804 850 0.26% 0.26% 1465 0 0.0% Q2 2026 Jul 06, 2026
DIVERSIFIED MANAGEMENT INC History Added to 2,975 846 0.15% 0.19% 1466 +4 0.13% Q3 2026 Oct 08, 2026
Atwater Malick LLC History No change 2,792 846 0.18% 0.18% 1467 0 0.0% Q2 2026 Jul 27, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,785 844 0.16% 0.16% 1468 0 0.0% Q2 2026 Jul 27, 2026
Prospera Capital Management, LLC History No change 2,794 842 0.26% 0.26% 1469 0 0.0% Q2 2026 Jul 27, 2026
NOVEM GROUP History No change 2,776 841 0.09% 0.09% 1470 0 0.0% Q2 2026 Jul 21, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 2,769 839 0.05% 0.05% 1471 0 0.0% Q2 2026 Aug 06, 2026
Stratos Investment Management, LLC History No change 2,769 839 0.03% 0.03% 1472 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 2,765 838 0.18% 0.18% 1473 0 0.0% Q2 2026 Aug 03, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,752 834 0.12% 0.12% 1474 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,751 833 0.07% 0.07% 1475 0 0.0% Q2 2026 Jul 28, 2026
FIRST NATIONAL TRUST CO History No change 2,747 832 0.03% 0.03% 1476 0 0.0% Q2 2026 Jul 30, 2026
WealthCare Investment Partners, LLC History No change 2,737 829 0.2% 0.2% 1477 0 0.0% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History No change 2,725 826 0.0% 0.0% 1478 0 0.0% Q2 2026 Aug 07, 2026
WJ Financial Advisors LLC History No change 2,726 826 0.61% 0.61% 1479 0 0.0% Q2 2026 Aug 13, 2026
Members Trust Co History No change 2,717 823 0.03% 0.03% 1480 0 0.0% Q2 2026 Jul 31, 2026
Truepoint, Inc. History No change 2,711 821 0.02% 0.02% 1481 0 0.0% Q2 2026 Jul 31, 2026
McGuire Investment Group, LLC History No change 2,710 821 0.07% 0.07% 1482 0 0.0% Q2 2026 Jul 27, 2026
Aspen Grove Capital, LLC History No change 2,695 818 0.12% 0.12% 1483 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 2,700 818 0.06% 0.06% 1484 0 0.0% Q2 2026 Jul 15, 2026
FAS Wealth Partners, Inc. History No change 2,692 815 0.04% 0.04% 1485 0 0.0% Q2 2026 Jul 29, 2026
Madison Asset Management, LLC History No change 2,683 813 0.01% 0.01% 1486 0 0.0% Q2 2026 Aug 10, 2026
Cape Investment Advisory, Inc. History No change 2,684 813 0.22% 0.22% 1487 0 0.0% Q2 2026 Jul 23, 2026
Seek First Inc. History No change 2,679 812 0.51% 0.51% 1488 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Bancorp, Inc. History No change 2,672 809 0.21% 0.21% 1489 0 0.0% Q2 2026 Jul 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 2,670 809 0.37% 0.37% 1490 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 2,664 807 0.26% 0.26% 1491 0 0.0% Q2 2026 Jul 31, 2026
Astra Wealth Partners LLC History No change 2,660 806 0.43% 0.43% 1492 0 0.0% Q2 2026 Aug 11, 2026
Wealth Dimensions Group, Ltd. History No change 2,650 803 0.14% 0.14% 1493 0 0.0% Q2 2026 Jul 22, 2026
Werba Rubin Papier Wealth Management History No change 2,650 803 0.1% 0.1% 1494 0 0.0% Q2 2026 Jul 27, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 2,642 801 0.21% 0.21% 1495 0 0.0% Q2 2026 Jul 15, 2026
Pandi, LLC History No change 2,644 801 0.12% 0.12% 1496 0 0.0% Q2 2026 Aug 12, 2026
Birch Hill Investment Advisors LLC History No change 2,636 799 0.03% 0.03% 1497 0 0.0% Q2 2026 Jul 21, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 2,626 795 0.04% 0.04% 1498 0 0.0% Q2 2026 Jul 24, 2026
CAMDEN NATIONAL BANK History No change 2,621 794 0.1% 0.1% 1499 0 0.0% Q2 2026 Jul 31, 2026
Sara-Bay Financial History No change 2,612 791 0.21% 0.21% 1500 0 0.0% Q2 2026 Jul 17, 2026
THOMPSON DAVIS & CO., INC. History No change 2,607 790 0.47% 0.47% 1501 0 0.0% Q2 2026 Jul 29, 2026
GRANDFIELD & DODD, LLC History No change 2,599 787 0.04% 0.04% 1502 0 0.0% Q2 2026 Aug 07, 2026
Eagle Strategies LLC History No change 2,597 787 0.08% 0.08% 1503 0 0.0% Q2 2026 Jul 21, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 2,596 786 0.21% 0.21% 1504 0 0.0% Q2 2026 Aug 07, 2026
PLANNING DIRECTIONS INC History No change 2,591 785 0.36% 0.36% 1505 0 0.0% Q2 2026 Aug 10, 2026
PROSPERITY BANCSHARES INC History No change 2,589 784 0.51% 0.51% 1506 0 0.0% Q2 2026 Aug 14, 2026
Kelman-Lazarov, Inc. History No change 2,588 784 0.1% 0.1% 1507 0 0.0% Q2 2026 Aug 10, 2026
CDKV HOLDINGS LLC History No change 2,576 780 0.61% 0.61% 1508 0 0.0% Q2 2026 Jul 30, 2026
Heritage Investment Group, Inc. History No change 2,570 779 0.1% 0.1% 1509 0 0.0% Q2 2026 Jul 29, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 2,571 779 0.38% 0.38% 1510 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 2,566 777 0.06% 0.06% 1511 0 0.0% Q2 2026 Jul 14, 2026
Peregrine Asset Advisers, Inc. History No change 2,561 776 0.17% 0.17% 1512 0 0.0% Q2 2026 Aug 10, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 2,563 776 0.59% 0.59% 1513 0 0.0% Q2 2026 Jul 21, 2026
Lutz Financial Services LLC History No change 2,541 770 0.05% 0.05% 1514 0 0.0% Q2 2026 Aug 05, 2026
Darden Wealth Group Inc History No change 2,542 770 0.31% 0.31% 1515 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 2,528 766 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 11, 2026
Fingerlakes Wealth Management, Inc. History No change 2,530 766 0.41% 0.41% 1517 0 0.0% Q2 2026 Jul 23, 2026
Chevy Chase Trust Holdings, LLC History No change 2,524 765 0.0% 0.0% 1518 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 2,526 765 0.07% 0.07% 1519 0 0.0% Q2 2026 Jul 21, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 2,513 761 0.29% 0.29% 1520 0 0.0% Q2 2026 Jul 09, 2026
BRAVE ASSET MANAGEMENT INC History No change 2,506 759 0.16% 0.16% 1521 0 0.0% Q2 2026 Jul 08, 2026
Nest Investments, LLC History No change 2,507 759 0.58% 0.58% 1522 0 0.0% Q2 2026 Aug 14, 2026
Sandhill Capital Partners LLC History No change 2,502 758 0.06% 0.06% 1523 0 0.0% Q2 2026 Aug 13, 2026
Glaxis Capital Management, LLC History No change 2,497 756 1.52% 1.52% 1524 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 2,490 754 0.29% 0.29% 1525 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 2,479 751 0.11% 0.11% 1526 0 0.0% Q2 2026 Aug 12, 2026
Churchill Financial Advisors, LLC History No change 2,475 750 0.14% 0.14% 1527 0 0.0% Q2 2026 Jul 15, 2026
Mascagni Wealth Management, Inc. History No change 2,468 748 0.46% 0.46% 1528 0 0.0% Q2 2026 Jul 31, 2026
Coastal Bridge Advisors, LLC History No change 2,456 744 0.05% 0.05% 1529 0 0.0% Q2 2026 Aug 17, 2026
Denver PWM, LLC History No change 2,403 743 0.24% 0.24% 1530 0 0.0% Q2 2026 Aug 17, 2026
Kestra Investment Management, LLC History No change 2,454 743 0.01% 0.01% 1531 0 0.0% Q2 2026 Aug 05, 2026
TPG Advisors LLC History No change 2,453 743 0.41% 0.41% 1532 0 0.0% Q2 2026 Jul 29, 2026
Keebeck Wealth Management History No change 2,449 742 0.07% 0.07% 1533 0 0.0% Q2 2026 Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,448 742 0.03% 0.03% 1534 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 2,446 741 0.04% 0.04% 1535 0 0.0% Q2 2026 Jul 31, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 2,448 741 0.09% 0.09% 1536 0 0.0% Q2 2026 Jul 20, 2026
Hibernia Wealth Partners, LLC History No change 2,442 740 0.4% 0.4% 1537 0 0.0% Q2 2026 Jul 23, 2026
Tactive Advisors, LLC History Reduced 2,600 739 0.18% 0.24% 1538 -663 -20.32% Q3 2026 Oct 08, 2026
Platform Technology Partners History No change 2,430 736 0.12% 0.12% 1539 0 0.0% Q2 2026 Jul 24, 2026
Benchmark Financial Wealth Advisors, LLC History No change 2,423 734 0.18% 0.18% 1540 0 0.0% Q2 2026 Jul 17, 2026
Elk River Wealth Management LLC History No change 2,416 732 0.12% 0.12% 1541 0 0.0% Q2 2026 Aug 12, 2026
Sepio Capital, LP History No change 2,411 730 0.04% 0.04% 1542 0 0.0% Q2 2026 Jul 28, 2026
LYELL WEALTH MANAGEMENT, LP History No change 2,408 729 0.04% 0.04% 1543 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 2,408 729 0.13% 0.13% 1544 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 2,384 722 0.05% 0.05% 1545 0 0.0% Q2 2026 Jul 17, 2026
NWF Advisory Services Inc. History No change 2,383 722 0.07% 0.07% 1546 0 0.0% Q2 2026 Jul 29, 2026
Gerber Kawasaki Wealth & Investment Management History No change 2,376 720 0.02% 0.02% 1547 0 0.0% Q2 2026 Aug 07, 2026
WAYSTONE ADVISORS LLC History No change 2,376 720 0.54% 0.54% 1548 0 0.0% Q2 2026 Jul 16, 2026
FWG Investments, LLC. History No change 2,367 717 0.38% 0.38% 1549 0 0.0% Q2 2026 Jul 28, 2026
Roehl & Yi Investment Advisors, LLC History No change 4,518 716 0.24% 0.24% 1550 0 0.0% Q2 2026 Aug 13, 2026
Redwood Family Wealth LLC History No change 2,364 716 0.63% 0.63% 1551 0 0.0% Q2 2026 Aug 04, 2026
1900 WEALTH MANAGEMENT LLC History No change 2,360 715 0.04% 0.04% 1552 0 0.0% Q2 2026 Aug 04, 2026
Financial Management, Inc. History No change 2,360 715 0.59% 0.59% 1553 0 0.0% Q2 2026 Aug 12, 2026
Crescent Grove Advisors, LLC History No change 2,352 712 0.06% 0.06% 1554 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History Reduced 2,497 710 0.4% 0.64% 1555 -1,534 -38.06% Q3 2026 Oct 09, 2026
OPTIMA CAPITAL LLC History No change 2,344 710 0.28% 0.28% 1556 0 0.0% Q2 2026 Jul 24, 2026
CFS Investment Advisory Services, LLC History No change 2,357 707 0.05% 0.05% 1557 0 0.0% Q2 2026 Jul 16, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 2,325 704 0.13% 0.13% 1558 0 0.0% Q2 2026 Jul 21, 2026
Fortitude Advisory Group L.L.C. History No change 2,323 704 0.27% 0.27% 1559 0 0.0% Q2 2026 Jul 22, 2026
Capital Asset Managemnet, LLC History No change 2,322 703 1.58% 1.58% 1560 0 0.0% Q2 2026 Jul 24, 2026
STEVENS CAPITAL PARTNERS History No change 2,316 702 0.13% 0.13% 1561 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Management History No change 2,316 701 0.74% 0.74% 1562 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,309 700 0.16% 0.16% 1563 0 0.0% Q2 2026 Sep 02, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 2,312 700 0.04% 0.04% 1564 0 0.0% Q2 2026 Sep 11, 2026
Francis Financial, Inc. History No change 2,308 699 0.11% 0.11% 1565 0 0.0% Q2 2026 Aug 10, 2026
FSM Wealth Advisors, LLC History No change 2,309 699 0.07% 0.07% 1566 0 0.0% Q2 2026 Jul 15, 2026
Jefferies Financial Group Inc. History No change 2,304 698 0.0% 0.0% 1567 0 0.0% Q2 2026 Aug 17, 2026
Powerhouse Assets LLC History No change 2,304 698 0.57% 0.57% 1568 0 0.0% Q2 2026 Jul 23, 2026
Entruity Wealth, LLC History No change 2,289 693 0.45% 0.45% 1569 0 0.0% Q2 2026 Aug 13, 2026
FF Advisors,LLC History No change 2,284 692 0.26% 0.26% 1570 0 0.0% Q2 2026 Jul 29, 2026
CITY HOLDING CO History No change 2,280 691 0.08% 0.08% 1571 0 0.0% Q2 2026 Jul 10, 2026
Milestone Investment Advisors LLC History No change 2,278 690 0.15% 0.15% 1572 0 0.0% Q2 2026 Aug 14, 2026
Bernicke Wealth Management, Ltd. History No change 2,273 688 0.08% 0.08% 1573 0 0.0% Q2 2026 Aug 11, 2026
NTV ASSET MANAGEMENT LLC History No change 2,268 687 0.07% 0.07% 1574 0 0.0% Q2 2026 Aug 05, 2026
SPINNAKER TRUST History No change 2,262 685 0.03% 0.03% 1575 0 0.0% Q2 2026 Aug 03, 2026
KLCM Advisors, Inc. History No change 2,257 684 0.05% 0.05% 1576 0 0.0% Q2 2026 Aug 06, 2026
First County Bank /CT/ History No change 2,258 684 0.32% 0.32% 1577 0 0.0% Q2 2026 Jul 02, 2026
ADVISORTRUST PARTNERS, LLC History No change 2,255 683 0.23% 0.23% 1578 0 0.0% Q2 2026 Aug 10, 2026
RiverFront Investment Group, LLC History No change 2,250 682 0.01% 0.01% 1579 0 0.0% Q2 2026 Jul 29, 2026
Gen-Wealth Partners Inc History No change 2,253 682 0.19% 0.19% 1580 0 0.0% Q2 2026 Aug 10, 2026
Total Clarity Wealth Management, Inc. History No change 2,247 681 0.13% 0.13% 1581 0 0.0% Q2 2026 Jul 23, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 2,247 681 0.18% 0.18% 1582 0 0.0% Q2 2026 Jul 16, 2026
Sequent Planning LLC History No change 2,247 681 0.15% 0.15% 1583 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 2,242 679 0.16% 0.16% 1584 0 0.0% Q2 2026 Jul 17, 2026
Greenspring Advisors, LLC History No change 2,241 679 0.04% 0.04% 1585 0 0.0% Q2 2026 Aug 11, 2026
Capstone Wealth Management, Inc. History No change 2,238 679 0.51% 0.51% 1586 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 2,238 678 0.01% 0.01% 1587 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,229 675 0.0% 0.0% 1588 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 2,487 675 0.12% 0.12% 1589 0 0.0% Q2 2026 Aug 04, 2026
Bank of New Hampshire History Reduced 2,368 673 0.15% 0.15% 1591 -32 -1.33% Q3 2026 Oct 06, 2026
Round Rock Advisors LLC History No change 2,223 673 0.09% 0.09% 1590 0 0.0% Q2 2026 Aug 12, 2026
Allen Capital Group, LLC History No change 2,218 672 0.05% 0.05% 1592 0 0.0% Q2 2026 Jul 27, 2026
Tolleson Wealth Management, Inc. History No change 2,217 672 0.09% 0.09% 1593 0 0.0% Q2 2026 Aug 13, 2026
Bison Wealth, LLC History No change 2,231 672 0.06% 0.06% 1594 0 0.0% Q2 2026 Jul 07, 2026
Advisory Alpha, LLC History No change 2,213 671 0.02% 0.02% 1595 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 2,206 668 0.06% 0.06% 1596 0 0.0% Q2 2026 Aug 11, 2026
Quest 10 Wealth Builders, Inc. History No change 2,206 668 0.52% 0.52% 1597 0 0.0% Q2 2026 Jul 24, 2026
Tenzing Financial LLC History No change 2,217 668 0.46% 0.46% 1598 0 0.0% Q2 2026 Jul 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 2,206 668 0.29% 0.29% 1599 0 0.0% Q2 2026 Aug 07, 2026
HANCOCK WHITNEY CORP History No change 2,199 666 0.01% 0.01% 1600 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,200 666 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 13, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 2,195 665 0.19% 0.19% 1602 0 0.0% Q2 2026 Jul 24, 2026
CARRET ASSET MANAGEMENT, LLC History No change 2,191 664 0.06% 0.06% 1603 0 0.0% Q2 2026 Aug 04, 2026
Finward Bancorp History No change 2,191 664 0.5% 0.5% 1604 0 0.0% Q2 2026 Jul 16, 2026
Wescott Financial Advisory Group, LLC History No change 2,192 664 0.05% 0.05% 1605 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 2,189 663 0.27% 0.27% 1606 0 0.0% Q2 2026 Aug 13, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,185 662 0.02% 0.02% 1607 0 0.0% Q2 2026 Aug 13, 2026
Unified Investment Management History No change 2,165 656 0.6% 0.6% 1608 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 2,154 652 0.0% 0.0% 1609 0 0.0% Q2 2026 Aug 12, 2026
RCS Financial Planning, LLC History No change 2,152 652 0.31% 0.31% 1610 0 0.0% Q2 2026 Jul 22, 2026
Bravera Wealth History No change 2,148 651 0.25% 0.25% 1611 0 0.0% Q2 2026 Jul 23, 2026
Cascade Wealth Advisors, Inc History No change 2,125 650 0.26% 0.26% 1612 0 0.0% Q2 2026 Aug 10, 2026
GERMAN AMERICAN BANCORP, INC. History No change 2,142 649 0.05% 0.05% 1613 0 0.0% Q2 2026 Aug 06, 2026
Covenant Asset Management, LLC History No change 2,137 647 0.11% 0.11% 1614 0 0.0% Q2 2026 Jul 20, 2026
Thomasville National Bank History No change 2,133 646 0.04% 0.04% 1615 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Services History No change 2,128 645 0.17% 0.17% 1616 0 0.0% Q2 2026 Aug 05, 2026
APPLETON PARTNERS INC/MA History No change 2,125 644 0.04% 0.04% 1617 0 0.0% Q2 2026 Jul 21, 2026
Obermeyer Wealth Partners History No change 2,126 644 0.03% 0.03% 1618 0 0.0% Q2 2026 Jul 29, 2026
Accel Wealth Management History No change 2,121 643 0.14% 0.14% 1619 0 0.0% Q2 2026 Jul 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 2,122 643 0.11% 0.11% 1620 0 0.0% Q2 2026 Aug 10, 2026
Front Row Advisors LLC History No change 2,090 639 0.18% 0.18% 1621 0 0.0% Q2 2026 Aug 13, 2026
Balanced Rock Investment Advisors LLC History No change 2,107 638 0.4% 0.4% 1622 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,104 637 0.01% 0.01% 1623 0 0.0% Q2 2026 Aug 11, 2026
JM2 Capital Inc. History No change 2,096 635 0.44% 0.44% 1624 0 0.0% Q2 2026 Jul 21, 2026
Independent Wealth Network Inc. History No change 2,094 634 0.16% 0.16% 1625 0 0.0% Q2 2026 Jul 20, 2026
Meridian Financial Partners LLC History No change 2,134 633 0.22% 0.22% 1626 0 0.0% Q2 2026 Jul 24, 2026
My Personal CFO, LLC History No change 2,091 633 0.25% 0.25% 1627 0 0.0% Q2 2026 Jul 21, 2026
Cadent Capital Advisors, LLC History Reduced 2,212 629 0.13% 0.42% 1628 -4,499 -67.04% Q3 2026 Oct 09, 2026
Center For Asset Management LLC History No change 2,076 629 0.28% 0.28% 1629 0 0.0% Q2 2026 Jul 27, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,073 628 0.03% 0.03% 1630 0 0.0% Q2 2026 Jul 15, 2026
Convergence Financial, LLC History No change 2,069 627 0.05% 0.05% 1631 0 0.0% Q2 2026 Aug 05, 2026
IMG Wealth Management, Inc. History No change 2,066 626 0.35% 0.35% 1632 0 0.0% Q2 2026 Aug 07, 2026
Shepherd Financial Partners LLC History No change 2,060 624 0.05% 0.05% 1633 0 0.0% Q2 2026 Aug 10, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 2,061 624 0.17% 0.17% 1634 0 0.0% Q2 2026 Jul 09, 2026
Rede Wealth, LLC History No change 2,056 623 0.21% 0.21% 1635 0 0.0% Q2 2026 Aug 03, 2026
Team Hewins, LLC History No change 2,057 623 0.17% 0.17% 1636 0 0.0% Q2 2026 Jul 29, 2026
Strid Group, LLC History No change 2,053 622 0.07% 0.07% 1637 0 0.0% Q2 2026 Jul 23, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 2,050 621 0.12% 0.12% 1638 0 0.0% Q2 2026 Jul 09, 2026
Linscomb Wealth, Inc. History No change 2,046 620 0.03% 0.03% 1639 0 0.0% Q2 2026 Jul 31, 2026
Urban Financial Advisory Corp History No change 2,041 618 0.17% 0.17% 1640 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Money Management Services LLC History No change 2,039 618 0.39% 0.39% 1641 0 0.0% Q2 2026 Aug 14, 2026
Stanley-Laman Group, Ltd. History No change 2,036 617 0.06% 0.06% 1642 0 0.0% Q2 2026 Aug 05, 2026
Ullmann Wealth Partners Group, LLC History No change 2,031 615 0.06% 0.06% 1643 0 0.0% Q2 2026 Aug 10, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 2,029 615 0.42% 0.42% 1644 0 0.0% Q2 2026 Aug 07, 2026
IFC Advisors LLC History No change 2,022 612 0.08% 0.08% 1645 0 0.0% Q2 2026 Aug 05, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 2,021 612 0.45% 0.45% 1646 0 0.0% Q2 2026 Jul 24, 2026
Insight Advisors, LLC/ PA History No change 2,014 610 0.11% 0.11% 1647 0 0.0% Q2 2026 Aug 05, 2026
Main Street Group, LTD History No change 2,015 610 0.14% 0.14% 1648 0 0.0% Q2 2026 Jul 13, 2026
Wealth Management Nebraska History No change 2,008 608 0.05% 0.05% 1649 0 0.0% Q2 2026 Jul 27, 2026
Integrity Advisory Solutions, LLC History No change 2,005 607 0.06% 0.06% 1650 0 0.0% Q2 2026 Jul 31, 2026
Invst, LLC History No change 1,990 603 0.06% 0.06% 1651 0 0.0% Q2 2026 Aug 14, 2026
Granite Harbor Advisors, Inc. History No change 1,990 603 0.24% 0.24% 1652 0 0.0% Q2 2026 Jul 31, 2026
Prosperitas Financial LLC History No change 1,992 603 0.19% 0.19% 1653 0 0.0% Q2 2026 Aug 19, 2026
United Advisor Group, LLC History No change 1,991 603 0.06% 0.06% 1654 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Trust, LLC History No change 1,988 602 0.08% 0.08% 1655 0 0.0% Q2 2026 Aug 06, 2026
CHAPIN DAVIS, INC. History Added to 2,113 601 0.12% 0.11% 1656 +1 0.05% Q3 2026 Oct 08, 2026
Melone Private Wealth, LLC History No change 1,979 600 0.23% 0.23% 1657 0 0.0% Q2 2026 Jul 09, 2026
TrustWell Financial Advisors, LLC History No change 1,980 600 0.51% 0.51% 1658 0 0.0% Q2 2026 Jul 22, 2026
Family CFO Inc History No change 1,978 599 0.23% 0.23% 1659 0 0.0% Q2 2026 Jul 20, 2026
Peirce Capital Management, LLC History No change 1,978 599 0.22% 0.22% 1660 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 1,974 598 0.02% 0.02% 1661 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 1,972 597 0.1% 0.1% 1662 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors, Ltd. LLC History No change 1,964 595 0.06% 0.06% 1663 0 0.0% Q2 2026 Jul 16, 2026
Physician Wealth Advisors, Inc. History No change 1,960 594 0.07% 0.07% 1664 0 0.0% Q2 2026 Jul 20, 2026
Moors & Cabot, Inc. History No change 1,954 592 0.02% 0.02% 1665 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 1,952 591 0.31% 0.31% 1666 0 0.0% Q2 2026 Jul 22, 2026
IFC & Insurance Marketing, Inc. History No change 1,948 590 0.52% 0.52% 1667 0 0.0% Q2 2026 Jul 09, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,945 589 0.2% 0.2% 1668 0 0.0% Q2 2026 Aug 13, 2026
Alta Wealth Advisors LLC History No change 1,934 586 0.16% 0.16% 1669 0 0.0% Q2 2026 Jul 30, 2026
Madison Park Capital Advisors, LLC History No change 18,353 586 0.42% 0.42% 1670 0 0.0% Q2 2026 Jul 07, 2026
55 North Private Wealth, LLC History No change 1,934 586 0.12% 0.12% 1671 0 0.0% Q2 2026 Jul 07, 2026
Busey Bank History No change 1,930 585 0.01% 0.01% 1672 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,929 584 0.0% 0.0% 1673 0 0.0% Q2 2026 Aug 10, 2026
LCNB CORP History No change 1,925 583 0.18% 0.18% 1674 0 0.0% Q2 2026 Aug 10, 2026
Intrua Financial, LLC History No change 1,923 583 0.05% 0.05% 1675 0 0.0% Q2 2026 Jul 24, 2026
Keystone Financial Services, LLC History No change 1,925 583 0.35% 0.35% 1676 0 0.0% Q2 2026 Jul 24, 2026
Capital Square, LLC History No change 1,955 582 0.26% 0.26% 1677 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 1,914 580 0.2% 0.2% 1678 0 0.0% Q2 2026 Jul 23, 2026
Symphony Financial, Ltd. Co. History No change 1,908 578 0.06% 0.06% 1679 0 0.0% Q2 2026 Aug 03, 2026
Venturi Wealth Management, LLC History No change 1,902 576 0.02% 0.02% 1680 0 0.0% Q2 2026 Jul 20, 2026
Uncommon Cents Investing LLC History No change 1,894 574 0.12% 0.12% 1681 0 0.0% Q2 2026 Jul 20, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 1,897 574 0.39% 0.39% 1682 0 0.0% Q2 2026 Jul 15, 2026
Morrissey Wealth Management, LLC History No change 1,969 569 0.36% 0.36% 1683 0 0.0% Q2 2026 Oct 05, 2026
Osprey Private Wealth LLC History No change 1,875 568 0.15% 0.15% 1684 0 0.0% Q2 2026 Aug 03, 2026
Highland Investment Advisors LLC History No change 1,871 567 0.25% 0.25% 1685 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 1,865 565 0.04% 0.04% 1686 0 0.0% Q2 2026 Jul 24, 2026
McMillan Office, Inc. History No change 1,865 565 0.06% 0.06% 1687 0 0.0% Q2 2026 Aug 13, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 1,870 564 0.22% 0.22% 1688 0 0.0% Q2 2026 Aug 10, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 1,850 560 0.14% 0.14% 1689 0 0.0% Q2 2026 Aug 12, 2026
KEB ASSET MANAGEMENT, LLC History No change 1,849 560 0.09% 0.09% 1690 0 0.0% Q2 2026 Jul 14, 2026
Vision Capital Management, Inc. History No change 1,847 559 0.06% 0.06% 1691 0 0.0% Q2 2026 Aug 10, 2026
Bakala Capital LLC History No change 1,844 559 2.45% 2.45% 1692 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,852 558 0.03% 0.03% 1693 0 0.0% Q2 2026 Jul 22, 2026
Global Financial Private Client, LLC History No change 1,844 558 0.15% 0.15% 1694 0 0.0% Q2 2026 Jul 20, 2026
Midwestern Financial, LLC /IA History No change 1,836 556 0.39% 0.39% 1695 0 0.0% Q2 2026 Aug 13, 2026
Wealth Care LLC History No change 1,836 556 0.45% 0.45% 1696 0 0.0% Q2 2026 Jul 15, 2026
HORAN Wealth, LLC History No change 1,834 555 0.07% 0.07% 1697 0 0.0% Q2 2026 Aug 26, 2026
Polaris Financial Partners History New 1,932 553 0.25% — 1698 +1,932 New Q3 2026 Oct 02, 2026
NBT BANK, N.A. History No change 1,816 550 0.04% 0.04% 1699 0 0.0% Q2 2026 Jul 29, 2026
Register Financial Advisors LLC History No change 1,815 550 0.17% 0.17% 1700 0 0.0% Q2 2026 Jul 15, 2026
Tyche Wealth Partners LLC History No change 1,817 550 0.08% 0.08% 1701 0 0.0% Q2 2026 Aug 06, 2026
Christensen, King & Associates Investment Services, Inc. History No change 1,816 550 0.22% 0.22% 1702 0 0.0% Q2 2026 Jul 14, 2026
RIK SAYLOR FINANCIAL, INC. History No change 1,809 548 0.36% 0.36% 1703 0 0.0% Q2 2026 Aug 05, 2026
TBH Global Asset Management, LLC History No change 1,807 547 0.1% 0.1% 1704 0 0.0% Q2 2026 Aug 05, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,806 547 0.06% 0.06% 1705 0 0.0% Q2 2026 Aug 05, 2026
Per Stirling Capital Management, LLC. History No change 1,802 546 0.05% 0.05% 1706 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 1,800 545 0.04% 0.04% 1707 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 1,800 545 0.11% 0.11% 1708 0 0.0% Q2 2026 Aug 03, 2026
Brown Miller Wealth Management, LLC History No change 1,800 545 0.14% 0.14% 1709 0 0.0% Q2 2026 Jul 16, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 1,796 544 0.25% 0.25% 1710 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,911 543 0.15% 0.18% 1711 -34 -1.75% Q3 2026 Oct 07, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,788 541 0.01% 0.01% 1712 0 0.0% Q2 2026 Aug 11, 2026
Parkwoods Wealth Partners, LLC History No change 1,787 541 0.09% 0.09% 1713 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 1,784 540 0.05% 0.05% 1714 0 0.0% Q2 2026 Jul 16, 2026
Silver Oak Advisory Group, Inc. History No change 1,784 540 0.21% 0.21% 1715 0 0.0% Q2 2026 Jul 31, 2026
Strategic Financial Services, Inc. History No change 1,772 537 0.02% 0.02% 1716 0 0.0% Q2 2026 Aug 24, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,775 537 0.07% 0.07% 1717 0 0.0% Q2 2026 Jul 13, 2026
Triad Wealth Partners, LLC History No change 1,790 536 0.03% 0.03% 1718 0 0.0% Q2 2026 Aug 10, 2026
Town Capital LLC History No change 1,765 535 0.34% 0.34% 1719 0 0.0% Q2 2026 Jul 27, 2026
SEVEN MILE ADVISORY History No change 1,768 535 0.36% 0.36% 1720 0 0.0% Q2 2026 Aug 13, 2026
DAHRING | CUSMANO LLC History No change 1,766 535 0.28% 0.28% 1721 0 0.0% Q2 2026 Jul 28, 2026
Covestor Ltd History No change 1,762 534 0.31% 0.31% 1722 0 0.0% Q2 2026 Aug 07, 2026
Douglass Winthrop Advisors, LLC History No change 1,761 533 0.01% 0.01% 1723 0 0.0% Q2 2026 Aug 13, 2026
Veratis Advisors, Inc. History No change 1,760 533 0.38% 0.38% 1724 0 0.0% Q2 2026 Aug 13, 2026
LJI Wealth Management, LLC History No change 1,757 532 0.07% 0.07% 1725 0 0.0% Q2 2026 Jul 31, 2026
Chemistry Wealth Management LLC History No change 1,755 531 0.08% 0.08% 1726 0 0.0% Q2 2026 Jul 09, 2026
Tumwater Wealth Management, LLC History No change 1,750 530 0.19% 0.19% 1727 0 0.0% Q2 2026 Jul 20, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 1,861 529 0.14% 0.14% 1729 -2 -0.11% Q3 2026 Oct 09, 2026
Horst & Graben Wealth Management LLC History No change 1,756 529 0.07% 0.07% 1728 0 0.0% Q2 2026 Jul 22, 2026
MATTERS CAPITAL LLC History No change 1,740 527 0.37% 0.37% 1730 0 0.0% Q2 2026 Aug 12, 2026
EASTERN BANK History Reduced 1,851 526 0.01% 0.01% 1731 -658 -26.23% Q3 2026 Oct 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 1,738 526 0.03% 0.03% 1732 0 0.0% Q2 2026 Jul 31, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,733 525 0.02% 0.02% 1733 0 0.0% Q2 2026 Jul 08, 2026
UNIVEST FINANCIAL Corp History No change 1,731 524 0.03% 0.03% 1734 0 0.0% Q2 2026 Aug 07, 2026
MIDDLETON & CO INC/MA History No change 1,730 524 0.06% 0.06% 1735 0 0.0% Q2 2026 Aug 10, 2026
GatePass Capital, LLC History No change 1,729 524 0.2% 0.2% 1736 0 0.0% Q2 2026 Jul 30, 2026
Parsonex Advisory Services, Inc. History No change 1,730 524 0.46% 0.46% 1737 0 0.0% Q2 2026 Aug 10, 2026
Kaizen Financial Strategies History Added to 1,839 523 0.21% 0.18% 1738 +5 0.27% Q3 2026 Oct 09, 2026
Resolute Wealth Strategies, LLC History No change 1,722 521 0.2% 0.2% 1739 0 0.0% Q2 2026 Aug 12, 2026
Interchange Capital Partners, LLC History No change 1,718 520 0.1% 0.1% 1740 0 0.0% Q2 2026 Jul 20, 2026
Synergy Financial Group, LTD History No change 1,710 518 0.37% 0.37% 1741 0 0.0% Q2 2026 Aug 04, 2026
HM PAYSON & CO History No change 1,697 514 0.01% 0.01% 1742 0 0.0% Q2 2026 Jul 17, 2026
LMG Wealth Partners, LLC History No change 1,698 514 0.08% 0.08% 1743 0 0.0% Q2 2026 Aug 12, 2026
Pacific Sage Partners, LLC History No change 1,694 513 0.07% 0.07% 1744 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,687 511 0.21% 0.21% 1745 0 0.0% Q2 2026 Sep 18, 2026
XY Planning Network, Inc. History No change 1,686 511 0.06% 0.06% 1746 0 0.0% Q2 2026 Jul 14, 2026
TOWER TRUST & INVESTMENT Co History No change 1,680 509 0.31% 0.31% 1747 0 0.0% Q2 2026 Jul 09, 2026
Montecito Bank & Trust History No change 1,786 508 0.08% 0.08% 1748 0 0.0% Q3 2026 Oct 01, 2026
CALTON & ASSOCIATES, INC. History No change 1,666 504 0.07% 0.07% 1749 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Advisors, LLC History No change 1,660 503 0.03% 0.03% 1750 0 0.0% Q2 2026 Aug 11, 2026
New Insight Wealth Advisors History No change 1,662 503 0.15% 0.15% 1751 0 0.0% Q2 2026 Jul 27, 2026
WESTBOURNE INVESTMENTS, INC. History No change 1,655 501 0.2% 0.2% 1752 0 0.0% Q2 2026 Aug 11, 2026
Bell Bank History No change 1,653 501 0.02% 0.02% 1753 0 0.0% Q2 2026 Jul 15, 2026
Templeton & Phillips Capital Management, LLC History No change 1,652 500 0.36% 0.36% 1754 0 0.0% Q2 2026 Aug 07, 2026
LifeGuide Financial Advisors, LLC History No change 1,646 498 0.14% 0.14% 1755 0 0.0% Q2 2026 Jul 09, 2026
Golden Bell Financial Planning LLC History No change 1,646 498 0.37% 0.37% 1756 0 0.0% Q2 2026 Jul 31, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 1,642 497 0.01% 0.01% 1757 0 0.0% Q2 2026 Aug 10, 2026
MA Private Wealth History No change 1,640 497 0.07% 0.07% 1758 0 0.0% Q2 2026 Jul 28, 2026
ARMSTRONG HENRY H ASSOCIATES INC History No change 1,745 496 0.04% 0.05% 1759 0 0.0% Q3 2026 Oct 07, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 1,639 496 0.1% 0.1% 1760 0 0.0% Q2 2026 Jul 08, 2026
B & T Capital Management DBA Alpha Capital Management History No change 1,634 495 0.06% 0.06% 1761 0 0.0% Q2 2026 Aug 07, 2026
OARSMAN CAPITAL, INC. History No change 1,636 495 0.05% 0.05% 1762 0 0.0% Q2 2026 Aug 07, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 1,625 492 0.05% 0.05% 1763 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 1,623 492 0.05% 0.05% 1764 0 0.0% Q2 2026 Jul 30, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 1,626 492 0.28% 0.28% 1765 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 1,620 491 0.05% 0.05% 1766 0 0.0% Q2 2026 Jul 13, 2026
Weitzel Financial Services, Inc. History No change 1,641 491 0.17% 0.17% 1767 0 0.0% Q2 2026 Jul 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,618 490 0.01% 0.01% 1768 0 0.0% Q2 2026 Jul 15, 2026
Mascoma Wealth Management LLC History No change 1,616 489 0.09% 0.09% 1769 0 0.0% Q2 2026 Jul 24, 2026
Pillar Financial Advisors, LLC History No change 1,614 489 0.26% 0.26% 1770 0 0.0% Q2 2026 Jul 24, 2026
PFW Advisors LLC History No change 1,714 487 0.14% 0.15% 1771 0 0.0% Q3 2026 Oct 07, 2026
Coastwise Capital Group, LLC History No change 1,602 485 0.28% 0.28% 1772 0 0.0% Q2 2026 Jul 16, 2026
Altiora Financial Group, LLC History No change 1,603 485 0.08% 0.08% 1773 0 0.0% Q2 2026 Aug 07, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 1,603 485 0.2% 0.2% 1774 0 0.0% Q2 2026 Jul 16, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 1,597 484 0.21% 0.21% 1775 0 0.0% Q2 2026 Aug 07, 2026
Atala Financial Inc History No change 1,598 484 0.29% 0.29% 1776 0 0.0% Q2 2026 Jul 23, 2026
Fort Sheridan Advisors LLC History No change 1,594 483 0.05% 0.05% 1777 0 0.0% Q2 2026 Aug 05, 2026
Strengthening Families & Communities, LLC History No change 1,596 483 0.11% 0.11% 1778 0 0.0% Q2 2026 Aug 11, 2026
Riverview Capital Advisers, LLC History No change 1,590 482 0.14% 0.14% 1779 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 1,588 481 0.05% 0.05% 1780 0 0.0% Q2 2026 Aug 14, 2026
Investment Planning Advisors, Inc. History No change 1,581 479 0.11% 0.11% 1781 0 0.0% Q2 2026 Jul 23, 2026
REDW Wealth LLC History No change 1,580 478 0.17% 0.17% 1782 0 0.0% Q2 2026 Jul 30, 2026
LexAurum Advisors, LLC History No change 1,580 478 0.06% 0.06% 1783 0 0.0% Q2 2026 Jul 15, 2026
River Street Advisors LLC History No change 1,580 478 0.14% 0.14% 1784 0 0.0% Q2 2026 Jul 21, 2026
Donor Advised Charitable Giving, Inc. History No change 1,571 476 0.01% 0.01% 1785 0 0.0% Q2 2026 Jul 24, 2026
Forum Financial Management, LP History No change 1,571 476 0.01% 0.01% 1786 0 0.0% Q2 2026 Jul 23, 2026
TruNorth Capital Management, LLC History No change 1,569 475 0.08% 0.08% 1787 0 0.0% Q2 2026 Jul 23, 2026
DF DENT & CO INC History No change 1,562 473 0.01% 0.01% 1788 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 1,559 472 0.01% 0.01% 1789 0 0.0% Q2 2026 Aug 06, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,560 472 0.14% 0.14% 1790 0 0.0% Q2 2026 Aug 07, 2026
Evergreen Wealth Partners LLC History No change 1,556 471 0.28% 0.28% 1791 0 0.0% Q2 2026 Aug 11, 2026
Fidelis Wealth Advisors LLC History No change 2,031 470 0.7% 0.7% 1792 0 0.0% Q2 2026 Aug 13, 2026
LVW Advisors, LLC History No change 1,544 468 0.04% 0.04% 1793 0 0.0% Q2 2026 Jul 15, 2026
Great Diamond Partners, LLC History No change 1,544 468 0.08% 0.08% 1794 0 0.0% Q2 2026 Jul 17, 2026
Independent Wealth Advisors LLC History No change 1,545 468 0.42% 0.42% 1795 0 0.0% Q2 2026 Jul 27, 2026
TMB Capital Partners, LLC History No change 1,541 467 0.15% 0.15% 1796 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 1,539 466 0.05% 0.05% 1797 0 0.0% Q2 2026 Jul 22, 2026
Bensler, LLC History No change 1,539 466 0.04% 0.04% 1798 0 0.0% Q2 2026 Jul 23, 2026
Hardin Capital Partners, LLC History Added to 1,633 464 0.23% 0.23% 1800 +12 0.74% Q3 2026 Oct 08, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 1,533 464 0.08% 0.08% 1799 0 0.0% Q2 2026 Jul 31, 2026
PROFFITT & GOODSON INC History No change 1,528 463 0.06% 0.06% 1801 0 0.0% Q2 2026 Jul 22, 2026
Keener Financial Planning LLC History No change 1,530 463 0.17% 0.17% 1802 0 0.0% Q2 2026 Jul 31, 2026
Carolina Wealth Management Inc History No change 1,528 463 0.21% 0.21% 1803 0 0.0% Q2 2026 Aug 11, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,518 460 0.04% 0.04% 1804 0 0.0% Q2 2026 Jul 14, 2026
Eagle Bay Advisors LLC History No change 1,520 460 0.34% 0.34% 1805 0 0.0% Q2 2026 Aug 03, 2026
Firestone Capital Management History No change 1,515 459 0.09% 0.09% 1806 0 0.0% Q2 2026 Jul 31, 2026
J HAGAN CAPITAL, INC. History No change 1,513 458 0.21% 0.21% 1807 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 1,608 457 0.09% 0.1% 1809 +90 5.93% Q3 2026 Oct 05, 2026
Nova R Wealth, Inc. History No change 1,508 457 0.13% 0.13% 1808 0 0.0% Q2 2026 Jul 17, 2026
Opal Wealth Advisors, LLC History No change 1,508 457 0.1% 0.1% 1810 0 0.0% Q2 2026 Jul 20, 2026
CORA CAPITAL ADVISORS LLC History No change 1,509 457 0.13% 0.13% 1811 0 0.0% Q2 2026 Jul 24, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 1,604 456 0.08% — 1816 +1,604 New Q3 2026 Oct 07, 2026
Paragon Capital Management LLC History No change 1,505 456 0.21% 0.21% 1812 0 0.0% Q2 2026 Aug 05, 2026
Sloy Dahl & Holst, LLC History No change 1,506 456 0.06% 0.06% 1813 0 0.0% Q2 2026 Aug 13, 2026
August Group Capital Ltd History No change 1,505 456 0.5% 0.5% 1814 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 1,506 456 0.01% 0.01% 1815 0 0.0% Q2 2026 Aug 14, 2026
KWMG, LLC History Reduced 1,594 453 0.03% 0.03% 1817 -4 -0.25% Q3 2026 Oct 07, 2026
DRAVO BAY LLC History No change 1,495 453 0.16% 0.16% 1818 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 1,494 452 0.06% 0.06% 1819 0 0.0% Q2 2026 Aug 11, 2026
Montis Financial, LLC History No change 1,491 451 0.09% 0.09% 1820 0 0.0% Q2 2026 Aug 05, 2026
Coquina Private Wealth LLC History No change 1,489 451 0.31% 0.31% 1821 0 0.0% Q2 2026 Jul 29, 2026
Sharp Wealth Advisory, LLC History No change 1,486 450 0.21% 0.21% 1822 0 0.0% Q2 2026 Jul 24, 2026
WealthTrust Axiom LLC History No change 1,475 447 0.1% 0.1% 1823 0 0.0% Q2 2026 Aug 11, 2026
IAG Wealth Partners, LLC History No change 1,477 447 0.04% 0.04% 1824 0 0.0% Q2 2026 Aug 06, 2026
KPP Advisory Services LLC History No change 1,478 447 0.06% 0.06% 1825 0 0.0% Q2 2026 Jul 24, 2026
Vantage Point Financial LLC History No change 1,475 447 0.14% 0.14% 1826 0 0.0% Q2 2026 Aug 14, 2026
Value Investment Professionals, LLC History No change 1,473 446 0.38% 0.38% 1827 0 0.0% Q2 2026 Jul 07, 2026
Selective Wealth Management, Inc. History No change 1,499 444 0.12% 0.12% 1828 0 0.0% Q2 2026 Jul 20, 2026
Etesian Wealth Advisors, Inc. History No change 1,463 443 0.13% 0.13% 1829 0 0.0% Q2 2026 Jul 23, 2026
Samalin Investment Counsel, LLC History No change 1,461 442 0.14% 0.14% 1830 0 0.0% Q2 2026 Jul 27, 2026
Goepper Burkhardt LLC History No change 1,457 441 0.13% 0.13% 1831 0 0.0% Q2 2026 Aug 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 1,454 440 0.15% 0.15% 1832 0 0.0% Q2 2026 Jul 21, 2026
Authentikos Wealth Advisory, LLC History No change 1,448 439 0.28% 0.28% 1833 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Strategies & Associates History No change 1,541 438 0.08% 0.09% 1834 0 0.0% Q3 2026 Oct 01, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 1,441 436 0.0% 0.0% 1835 0 0.0% Q2 2026 Jul 20, 2026
Beacon Capital Management, LLC History No change 1,439 436 0.06% 0.06% 1836 0 0.0% Q2 2026 Jul 29, 2026
William Mack & Associates, Inc. History No change 1,440 436 0.15% 0.15% 1837 0 0.0% Q2 2026 Jul 10, 2026
Tempo Wealth, LLC History No change 1,439 436 0.06% 0.06% 1838 0 0.0% Q2 2026 Jul 27, 2026
Cedar Point Capital Partners, LLC History No change 1,434 434 0.25% 0.25% 1839 0 0.0% Q2 2026 Jul 27, 2026
ZWJ INVESTMENT COUNSEL INC History No change 1,429 433 0.01% 0.01% 1840 0 0.0% Q2 2026 Jul 16, 2026
GDS Wealth Management History No change 1,431 433 0.02% 0.02% 1841 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 1,416 429 0.04% 0.04% 1842 0 0.0% Q2 2026 Jul 29, 2026
BlueChip Wealth Advisors LLC History No change 1,415 428 0.16% 0.16% 1843 0 0.0% Q2 2026 Jul 30, 2026
Forza Wealth Management, LLC History No change 1,410 427 0.13% 0.13% 1844 0 0.0% Q2 2026 Jul 17, 2026
Sensible Money, LLC History No change 1,411 427 0.11% 0.11% 1845 0 0.0% Q2 2026 Jul 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,401 425 0.11% 0.11% 1846 0 0.0% Q2 2026 Jul 30, 2026
Nikulski Financial, Inc. History No change 1,402 425 0.09% 0.09% 1847 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History No change 1,402 425 0.16% 0.16% 1848 0 0.0% Q2 2026 Jul 16, 2026
Advantage Trust Co History No change 1,405 425 0.15% 0.15% 1849 0 0.0% Q2 2026 Jul 17, 2026
Aspen Capital Management, LLC History No change 1,403 425 0.09% 0.09% 1850 0 0.0% Q2 2026 Aug 04, 2026
Olde Wealth Management, LLC History No change 1,399 424 0.12% 0.12% 1851 0 0.0% Q2 2026 Aug 13, 2026
Proactive Wealth Strategies LLC History No change 1,400 424 0.07% 0.07% 1852 0 0.0% Q2 2026 Aug 10, 2026
Breachway Investments LLC History No change 1,399 424 0.64% 0.64% 1853 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Group, LLC History Added to 1,489 423 0.03% 0.03% 1857 +49 3.4% Q3 2026 Oct 01, 2026
MCDONALD PARTNERS LLC History No change 1,397 423 0.1% 0.1% 1854 0 0.0% Q2 2026 Jul 28, 2026
Somerset Group LLC History No change 1,420 423 0.3% 0.3% 1855 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC History No change 1,396 423 0.14% 0.14% 1856 0 0.0% Q2 2026 Jul 09, 2026
Courage Miller Partners, LLC History No change 1,395 422 0.11% 0.11% 1858 0 0.0% Q2 2026 Jul 23, 2026
Atlatl Advisers LLC History No change 1,393 422 0.1% 0.1% 1859 0 0.0% Q2 2026 Jul 22, 2026
Flower City Capital History No change 1,392 421 0.19% 0.19% 1860 0 0.0% Q2 2026 Jul 07, 2026
Unique Wealth Strategies, LLC History No change 1,385 419 0.15% 0.15% 1861 0 0.0% Q2 2026 Jul 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,470 418 0.03% 0.03% 1863 +45 3.16% Q3 2026 Oct 09, 2026
HOLDERNESS INVESTMENTS CO History No change 1,380 418 0.07% 0.07% 1862 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Investors, L.L.C. History No change 1,381 418 0.21% 0.21% 1864 0 0.0% Q2 2026 Aug 11, 2026
ERn Financial, LLC History No change 1,377 417 0.07% 0.07% 1865 0 0.0% Q2 2026 Jul 23, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 1,376 417 0.1% 0.1% 1866 0 0.0% Q2 2026 Jul 09, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 1,405 417 0.37% 0.37% 1867 0 0.0% Q2 2026 Jul 16, 2026
Clifford Group, LLC History No change 1,374 416 0.29% 0.29% 1868 0 0.0% Q2 2026 Aug 14, 2026
Values Added Financial LLC History No change 1,369 414 0.15% 0.15% 1869 0 0.0% Q2 2026 Jul 27, 2026
Aviance Capital Partners, LLC History No change 1,365 413 0.04% 0.04% 1870 0 0.0% Q2 2026 Jul 30, 2026
BBR PARTNERS, LLC History No change 1,361 412 0.02% 0.02% 1871 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 1,362 412 0.02% 0.02% 1872 0 0.0% Q2 2026 Aug 10, 2026
Elevation Wealth Management LLC History No change 1,356 411 0.31% 0.31% 1873 0 0.0% Q2 2026 Jul 29, 2026
Hill Investment Group Partners, LLC History No change 1,355 410 0.04% 0.04% 1874 0 0.0% Q2 2026 Aug 12, 2026
Benchmark Financial, LLC History No change 1,355 410 0.33% 0.33% 1875 0 0.0% Q2 2026 Jul 21, 2026
CLARK ESTATES INC/NY History No change 1,350 409 0.09% 0.09% 1876 0 0.0% Q2 2026 Aug 05, 2026
EagleClaw Capital Managment, LLC History No change 1,350 409 0.05% 0.05% 1877 0 0.0% Q2 2026 Aug 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,348 408 0.09% 0.09% 1878 0 0.0% Q2 2026 Jul 27, 2026
Essential Planning, LLC. History No change 1,349 408 0.12% 0.12% 1879 0 0.0% Q2 2026 Aug 03, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 1,348 408 0.37% 0.37% 1880 0 0.0% Q2 2026 Jul 09, 2026
Harbor Asset Planning, Inc. History No change 1,345 407 0.31% 0.31% 1881 0 0.0% Q2 2026 Jul 22, 2026
Strong Retirement Solutions LLC History Added to 1,428 406 0.23% 0.17% 1882 +498 53.55% Q3 2026 Oct 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 1,337 405 0.04% 0.04% 1883 0 0.0% Q2 2026 Jul 13, 2026
SENTINEL PENSION ADVISORS, LLC History No change 1,368 405 0.05% 0.05% 1884 0 0.0% Q2 2026 Jul 23, 2026
SilverOak Wealth Management LLC History No change 1,323 401 0.05% 0.05% 1885 0 0.0% Q2 2026 Jul 29, 2026
DecisionMap Wealth Management, LLC History No change 1,324 401 0.22% 0.22% 1886 0 0.0% Q2 2026 Jul 21, 2026
WULFF, HANSEN & CO. History No change 1,320 400 0.31% 0.31% 1887 0 0.0% Q2 2026 Aug 05, 2026
ADAPT WEALTH ADVISORS, LLC History No change 1,323 400 0.13% 0.13% 1888 0 0.0% Q2 2026 Aug 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 1,320 399 0.01% 0.01% 1889 0 0.0% Q2 2026 Aug 14, 2026
Cloud Capital Management, LLC History No change 1,320 399 0.15% 0.15% 1890 0 0.0% Q2 2026 Aug 13, 2026
Allen Investment Management, LLC History No change 1,315 398 0.0% 0.0% 1891 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL DISCOVERY GROUP INC History No change 1,312 397 0.85% 0.85% 1892 0 0.0% Q2 2026 Jul 23, 2026
Grey Ledge Advisors, LLC History No change 1,311 397 0.08% 0.08% 1893 0 0.0% Q2 2026 Jul 27, 2026
Tempus Wealth Planning, LLC History No change 1,311 397 0.08% 0.08% 1894 0 0.0% Q2 2026 Jul 22, 2026
Resonant Capital Advisors, LLC History No change 1,307 396 0.02% 0.02% 1895 0 0.0% Q2 2026 Jul 24, 2026
Painted Porch Advisors LLC History No change 1,304 395 0.17% 0.17% 1896 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Financial Group, LLC History No change 1,305 395 0.12% 0.12% 1897 0 0.0% Q3 2026 Oct 06, 2026
OBSIDIAN CIO, LLC History No change 1,298 393 0.29% 0.29% 1898 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Counsel, LLC History No change 1,299 393 0.05% 0.05% 1899 0 0.0% Q2 2026 Jul 15, 2026
Blue Zone Wealth Advisors, LLC History No change 1,294 392 0.07% 0.07% 1900 0 0.0% Q2 2026 Jul 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,295 392 0.02% 0.02% 1901 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,291 391 0.02% 0.02% 1902 0 0.0% Q2 2026 Aug 07, 2026
SEEDS INVESTOR LLC History No change 1,291 391 0.04% 0.04% 1903 0 0.0% Q2 2026 Aug 12, 2026
Gilbert & Cook, Inc. History No change 1,287 390 0.04% 0.04% 1904 0 0.0% Q2 2026 Jul 28, 2026
Aerodigm Wealth, LLC History No change 1,287 390 0.13% 0.13% 1905 0 0.0% Q2 2026 Aug 04, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,272 389 0.13% 0.13% 1906 0 0.0% Q2 2026 Aug 13, 2026
Aspiring Ventures, LLC History No change 1,285 389 0.09% 0.09% 1907 0 0.0% Q2 2026 Aug 05, 2026
PCG ASSET MANAGEMENT, LLC History No change 1,285 389 0.28% 0.28% 1908 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Advisors, LLC History Added to 1,367 388 0.09% 0.09% 1909 +1 0.07% Q3 2026 Oct 08, 2026
New Republic Capital, LLC History No change 1,282 388 0.09% 0.09% 1910 0 0.0% Q2 2026 Jul 31, 2026
Cypress Capital Group History No change 1,276 386 0.04% 0.04% 1911 0 0.0% Q2 2026 Aug 05, 2026
Dynasty Wealth Management, LLC History No change 1,274 386 0.0% 0.0% 1912 0 0.0% Q2 2026 Aug 13, 2026
ZynergyRetirementPlanningLLC History No change 1,354 385 0.21% 0.22% 1913 0 0.0% Q3 2026 Oct 08, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,347 383 0.04% 0.03% 1914 0 0.0% Q3 2026 Oct 07, 2026
L. Roy Papp & Associates, LLP History No change 1,257 381 0.04% 0.04% 1915 0 0.0% Q2 2026 Jul 23, 2026
KWB Wealth History No change 1,256 380 0.03% 0.03% 1916 0 0.0% Q2 2026 Jul 10, 2026
Trademark Financial Management, LLC History No change 1,255 380 0.16% 0.16% 1917 0 0.0% Q2 2026 Jul 27, 2026
John A. Wolfe & Associates, Inc. History No change 1,253 380 0.52% 0.52% 1918 0 0.0% Q2 2026 Jul 29, 2026
Santori & Peters, Inc. History No change 1,252 379 0.11% 0.11% 1919 0 0.0% Q2 2026 Jul 24, 2026
Elmwood Wealth Management, Inc. History No change 1,251 379 0.09% 0.09% 1920 0 0.0% Q2 2026 Jul 07, 2026
Pflug Koory, LLC History No change 1,248 378 0.15% 0.15% 1921 0 0.0% Q2 2026 Jul 21, 2026
BetterWealth, LLC History No change 1,248 378 0.07% 0.07% 1922 0 0.0% Q2 2026 Jul 21, 2026
Alteri Wealth LLC History No change 1,246 377 0.1% 0.1% 1923 0 0.0% Q2 2026 Jul 29, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 1,242 376 0.02% 0.02% 1924 0 0.0% Q2 2026 Aug 04, 2026
Missouri Trust & Investment Co History No change 1,277 376 0.1% 0.1% 1925 0 0.0% Q2 2026 Aug 13, 2026
Silver Coast Investments LLC History No change 1,241 376 0.11% 0.11% 1926 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 1,230 372 0.02% 0.02% 1927 0 0.0% Q2 2026 Aug 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 1,228 372 0.05% 0.05% 1928 0 0.0% Q2 2026 Jul 24, 2026
DAVIDSON TRUST CO History No change 1,301 370 0.15% 0.15% 1929 0 0.0% Q3 2026 Oct 09, 2026
Accretive Wealth Partners, LLC History No change 1,222 370 0.09% 0.09% 1930 0 0.0% Q2 2026 Jul 29, 2026
Tennessee Valley Asset Management Partners History No change 1,219 369 0.04% 0.04% 1931 0 0.0% Q2 2026 Aug 10, 2026
Walleye Partners, LLC History No change 1,220 369 0.42% 0.42% 1932 0 0.0% Q2 2026 Jul 24, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 1,243 368 0.12% 0.12% 1933 0 0.0% Q2 2026 Jul 23, 2026
Olistico Wealth, LLC History No change 1,289 366 0.15% 0.17% 1934 0 0.0% Q3 2026 Oct 05, 2026
Smith Thornton Advisors LLC History No change 1,236 366 0.16% 0.16% 1935 0 0.0% Q2 2026 Jul 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,205 365 0.0% 0.0% 1936 0 0.0% Q2 2026 Jul 30, 2026
MBA Advisors LLC History No change 1,207 365 0.12% 0.12% 1937 0 0.0% Q2 2026 Jul 28, 2026
Foundation Wealth Management, LLC\PA History No change 1,205 365 0.11% 0.11% 1938 0 0.0% Q2 2026 Jul 21, 2026
Portland Financial Advisors Inc History No change 1,195 362 0.66% 0.66% 1939 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History No change 1,191 360 0.01% 0.01% 1940 0 0.0% Q2 2026 Jul 17, 2026
Clear Harbor Asset Management, LLC History No change 1,185 359 0.02% 0.02% 1941 0 0.0% Q2 2026 Aug 12, 2026
Impact Capital Partners LLC History No change 1,186 359 0.1% 0.1% 1942 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Capital Group History Added to 1,261 358 0.04% 0.05% 1943 +7 0.56% Q3 2026 Oct 08, 2026
ALTFEST L J & CO INC History No change 1,179 357 0.03% 0.03% 1944 0 0.0% Q2 2026 Jul 30, 2026
MONETARY MANAGEMENT GROUP INC History No change 1,175 356 0.07% 0.07% 1945 0 0.0% Q2 2026 Aug 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 1,176 356 0.03% 0.03% 1946 0 0.0% Q2 2026 Jul 22, 2026
Foundry Financial LLC History No change 1,175 356 0.12% 0.12% 1947 0 0.0% Q2 2026 Jul 21, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,172 355 0.35% 0.35% 1948 0 0.0% Q2 2026 Jul 21, 2026
Shakespeare Wealth Management, LLC History No change 1,169 354 0.09% 0.09% 1949 0 0.0% Q2 2026 Jul 20, 2026
WNY Asset Management, LLC History No change 1,168 354 0.03% 0.03% 1950 0 0.0% Q2 2026 Aug 17, 2026
EnRich Financial Partners LLC History No change 1,168 354 0.08% 0.08% 1951 0 0.0% Q2 2026 Jul 27, 2026
Alpha Financial Advisors, LLC History No change 1,168 354 0.09% 0.09% 1952 0 0.0% Q2 2026 Aug 13, 2026
Traction Financial Partners, LLC History No change 1,168 354 0.19% 0.19% 1953 0 0.0% Q2 2026 Aug 13, 2026
GWN SECURITIES INC. History No change 1,167 353 0.06% 0.06% 1954 0 0.0% Q2 2026 Aug 05, 2026
Shared Vision Wealth Group LLC History No change 1,165 353 0.12% 0.12% 1955 0 0.0% Q2 2026 Jul 31, 2026
Winthrop Advisory Group LLC History No change 1,163 352 0.02% 0.02% 1956 0 0.0% Q2 2026 Jul 17, 2026
Advance Capital Management, Inc. History No change 1,160 351 0.01% 0.01% 1957 0 0.0% Q2 2026 Aug 12, 2026
Bannerstone Capital Management, LLC History No change 1,160 351 0.29% 0.29% 1958 0 0.0% Q2 2026 Jul 31, 2026
SIT INVESTMENT ASSOCIATES INC History No change 1,154 350 0.01% 0.01% 1959 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 1,152 349 0.11% 0.11% 1960 0 0.0% Q2 2026 Aug 04, 2026
MATRIX ASSET ADVISORS INC/NY History No change 1,149 348 0.03% 0.03% 1961 0 0.0% Q2 2026 Jul 15, 2026
Detalus Advisors, LLC History No change 1,149 348 0.07% 0.07% 1962 0 0.0% Q2 2026 Jul 27, 2026
Davis Investment Partners, LLC History No change 1,150 348 0.11% 0.11% 1963 0 0.0% Q2 2026 Aug 07, 2026
ProVise Management Group, LLC History No change 1,145 347 0.02% 0.02% 1964 0 0.0% Q2 2026 Aug 03, 2026
Kapstone Financial Advisors LLC History No change 1,146 347 0.15% 0.15% 1965 0 0.0% Q2 2026 Aug 07, 2026
Drake & Associates, LLC History No change 1,144 346 0.06% 0.06% 1966 0 0.0% Q2 2026 Aug 10, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 1,140 345 0.04% 0.04% 1967 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Point Capital Management ULC History No change 1,139 345 0.02% 0.02% 1968 0 0.0% Q2 2026 Jul 14, 2026
National Wealth Management Group, LLC History No change 1,140 345 0.11% 0.11% 1969 0 0.0% Q2 2026 Jul 14, 2026
Van Hulzen Asset Management, LLC History No change 1,133 343 0.02% 0.02% 1970 0 0.0% Q2 2026 Aug 13, 2026
Optivise Advisory Services LLC History No change 1,132 343 0.17% 0.17% 1971 0 0.0% Q2 2026 Jul 13, 2026
American State Bank (Iowa) History No change 1,132 343 0.14% 0.14% 1972 0 0.0% Q2 2026 Jul 09, 2026
Indiana Trust & Investment Management Co History No change 1,130 342 0.09% 0.09% 1973 0 0.0% Q2 2026 Jul 22, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 1,131 342 0.09% 0.09% 1974 0 0.0% Q2 2026 Aug 10, 2026
WEST PACES ADVISORS INC. History No change 1,129 342 0.06% 0.06% 1975 0 0.0% Q2 2026 Jul 17, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,127 341 0.02% 0.02% 1976 0 0.0% Q2 2026 Aug 07, 2026
Pathway Financial Advisers, LLC History No change 1,128 341 0.09% 0.09% 1977 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Trust Department History No change 1,128 341 0.08% 0.08% 1978 0 0.0% Q2 2026 Jul 28, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 1,126 341 0.14% 0.14% 1979 0 0.0% Q2 2026 Aug 04, 2026
Destination Wealth Management History No change 1,121 339 0.01% 0.01% 1980 0 0.0% Q2 2026 Aug 14, 2026
Carter Financial Group, INC. History No change 1,120 339 0.18% 0.18% 1981 0 0.0% Q2 2026 Jul 30, 2026
Hidden Cove Wealth Management, LLC History No change 1,121 339 0.19% 0.19% 1982 0 0.0% Q2 2026 Jul 21, 2026
Wills Financial Group LLC History No change 1,118 338 0.12% 0.12% 1983 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,112 337 0.01% 0.01% 1984 0 0.0% Q2 2026 Jul 21, 2026
Shade Tree Advisors LLC History No change 1,115 337 0.2% 0.2% 1985 0 0.0% Q2 2026 Aug 04, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 1,108 335 0.02% 0.02% 1986 0 0.0% Q2 2026 Aug 07, 2026
Symmetry Partners, LLC History No change 1,104 334 0.02% 0.02% 1987 0 0.0% Q2 2026 Jul 23, 2026
Oak Harvest Investment Services History No change 1,100 333 0.03% 0.03% 1988 0 0.0% Q2 2026 Jul 24, 2026
Serenus Wealth Advisors, LLC History No change 1,100 333 0.06% 0.06% 1989 0 0.0% Q2 2026 Aug 05, 2026
MONEY CONCEPTS CAPITAL CORP History No change 1,097 332 0.02% 0.02% 1990 0 0.0% Q2 2026 Aug 04, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 1,092 331 0.04% 0.04% 1991 0 0.0% Q2 2026 Aug 04, 2026
Monetary Solutions, Ltd History No change 1,090 330 0.28% 0.28% 1992 0 0.0% Q2 2026 Jul 23, 2026
SlateStone Wealth, LLC History No change 1,084 329 0.03% 0.03% 1993 0 0.0% Q2 2026 Jul 20, 2026
ATX Financial Planning, LLC History No change 1,080 327 0.22% 0.22% 1994 0 0.0% Q2 2026 Aug 20, 2026
Strategic Wealth Partners, Ltd. History No change 1,077 326 0.02% 0.02% 1995 0 0.0% Q2 2026 Aug 12, 2026
Legacy Trust History No change 1,076 326 0.06% 0.06% 1996 0 0.0% Q2 2026 Jul 31, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 1,073 325 0.14% 0.14% 1997 0 0.0% Q2 2026 Jul 14, 2026
BKM Wealth Management, LLC History No change 1,072 324 0.11% 0.11% 1998 0 0.0% Q2 2026 Jul 29, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,067 323 0.02% 0.02% 1999 0 0.0% Q2 2026 Aug 03, 2026
Port Capital LLC History No change 1,065 322 0.01% 0.01% 2000 0 0.0% Q2 2026 Aug 14, 2026