VANGUARD INDEX FUNDS - VBK

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 8,482,761 3,102,145 0.2% 0.2% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,007,340 734,085 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 1,608,348 588,172 1.01% 1.01% 3 0 0.0% Q2 2026 Jul 30, 2026
EP Wealth Advisors, LLC History No change 1,020,017 373,020 1.43% 1.43% 4 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 982,654 359,366 0.32% 0.32% 5 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 915,761 334,893 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 825,425 301,857 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 765,614 279,985 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 679,026 248,319 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 648,466 237,144 2.07% 2.07% 10 0 0.0% Q2 2026 Jul 27, 2026
Cohen Klingenstein LLC History No change 641,022 234,421 6.71% 6.71% 11 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 638,366 228,317 0.09% 0.09% 12 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 612,769 224,068 0.05% 0.05% 13 0 0.0% Q2 2026 Sep 23, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 538,400 196,892 1.46% 1.46% 14 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 535,483 195,825 2.15% 2.15% 15 0 0.0% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History No change 505,429 184,871 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 476,329 174,193 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 456,269 166,857 0.49% 0.49% 18 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 439,364 160,675 0.15% 0.15% 19 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 406,755 148,749 0.21% 0.21% 20 0 0.0% Q2 2026 Aug 27, 2026
RWA WEALTH PARTNERS, LLC History No change 375,004 137,139 1.31% 1.31% 21 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 373,109 136,446 0.28% 0.28% 22 0 0.0% Q2 2026 Aug 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 340,130 124,385 0.43% 0.43% 23 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 330,779 121,081 0.14% 0.14% 24 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 326,837 119,524 0.06% 0.06% 25 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 322,843 118,064 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 319,268 116,756 0.18% 0.18% 27 0 0.0% Q2 2026 Aug 13, 2026
Sand Hill Global Advisors, LLC History No change 296,997 108,611 3.27% 3.27% 28 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 268,681 98,256 0.1% 0.1% 29 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 228,047 82,421 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
St. Louis Trust Co History No change 3,648 81,590 9.32% 9.32% 31 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 218,136 79,772 0.08% 0.08% 32 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 205,004 74,969 0.41% 0.41% 33 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 204,648 74,839 0.08% 0.08% 34 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 196,613 71,901 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 193,066 70,604 0.09% 0.09% 36 0 0.0% Q2 2026 Jul 29, 2026
Savant Capital, LLC History No change 200,771 68,759 0.2% 0.2% 37 0 0.0% Q2 2026 Aug 10, 2026
Howard Capital Management, LLC History No change 183,200 66,996 0.8% 0.8% 38 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 181,979 66,574 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 170,183 62,235 0.29% 0.29% 40 0 0.0% Q2 2026 Aug 18, 2026
FIFTH THIRD BANCORP History No change 156,872 57,368 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 05, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 149,149 54,543 3.08% 3.08% 42 0 0.0% Q2 2026 Jul 16, 2026
STIFEL FINANCIAL CORP History No change 148,109 54,168 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 140,559 51,402 0.58% 0.58% 44 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 140,393 51,341 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 139,930 51,172 1.37% 1.37% 46 0 0.0% Q2 2026 Aug 12, 2026
Rodgers & Associates, LTD History No change 137,533 50,295 4.56% 4.56% 47 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 136,150 49,792 0.27% 0.27% 48 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 135,738 49,639 3.48% 3.48% 49 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 131,643 48,141 3.35% 3.35% 50 0 0.0% Q2 2026 Aug 03, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 124,773 45,626 3.06% 3.06% 51 0 0.0% Q2 2026 Aug 05, 2026
Strategies Wealth Advisors, LLC History No change 123,901 45,310 4.05% 4.05% 52 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 114,217 41,769 5.03% 5.03% 53 0 0.0% Q2 2026 Jul 14, 2026
FMR LLC History No change 113,480 41,499 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Waldron Private Wealth LLC History No change 102,047 37,323 1.29% 1.29% 55 0 0.0% Q2 2026 Jul 20, 2026
Brickley Wealth Management History No change 101,567 37,143 5.33% 5.33% 56 0 0.0% Q2 2026 Jul 13, 2026
NewEdge Advisors, LLC History No change 100,187 36,638 0.11% 0.11% 57 0 0.0% Q2 2026 Aug 12, 2026
Aaron Wealth Advisors LLC History No change 96,959 35,458 1.8% 1.8% 58 0 0.0% Q2 2026 Jul 16, 2026
Kestra Advisory Services, LLC History No change 94,262 34,471 0.11% 0.11% 59 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 93,475 34,184 0.23% 0.23% 60 0 0.0% Q2 2026 Aug 10, 2026
Cresset Asset Management, LLC History No change 89,369 32,682 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 14, 2026
BHK Investment Advisors, LLC History No change 86,081 31,479 9.4% 9.4% 62 0 0.0% Q2 2026 Jul 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 85,159 31,142 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 84,721 30,982 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 84,243 30,771 0.81% 0.81% 65 0 0.0% Q2 2026 Jul 07, 2026
Vision Capital Management, Inc. History No change 84,065 30,742 3.51% 3.51% 66 0 0.0% Q2 2026 Aug 10, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 78,324 28,643 4.78% 4.78% 67 0 0.0% Q2 2026 Jul 08, 2026
GOLDMAN SACHS GROUP INC History No change 75,560 27,632 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 77,969 27,615 0.05% 0.05% 69 0 0.0% Q2 2026 Jul 15, 2026
OpenArc Corporate Advisory, LLC History No change 73,173 26,759 0.32% 0.32% 70 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 72,761 26,608 1.63% 1.63% 71 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 72,415 26,482 0.16% 0.16% 72 0 0.0% Q2 2026 Jul 20, 2026
TRUIST FINANCIAL CORP History No change 70,499 25,781 0.03% 0.03% 73 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 70,012 25,603 0.06% 0.06% 74 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 69,585 25,447 0.25% 0.25% 75 0 0.0% Q2 2026 Jul 28, 2026
Retirement Investment Advisors, Inc. History No change 72,220 25,217 1.8% 1.8% 76 0 0.0% Q2 2026 Jul 15, 2026
Partners in Financial Planning History No change 66,268 24,234 3.67% 3.67% 77 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 65,040 23,785 0.12% 0.12% 78 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 64,985 23,765 1.32% 1.32% 79 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 62,476 22,847 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 60,854 22,265 0.2% 0.2% 81 0 0.0% Q2 2026 Jul 24, 2026
Robinswood Financial LLC History No change 59,919 21,912 6.28% 6.28% 82 0 0.0% Q2 2026 Jul 14, 2026
McAdam, LLC History No change 58,684 21,460 0.83% 0.83% 83 0 0.0% Q2 2026 Aug 04, 2026
Asset Management Group, Inc. History No change 57,788 21,133 3.09% 3.09% 84 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 57,740 21,115 0.69% 0.69% 85 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Management, Inc. History No change 57,180 20,910 3.01% 3.01% 86 0 0.0% Q2 2026 Jul 16, 2026
RS CRUM INC. History No change 54,988 20,109 3.77% 3.77% 87 0 0.0% Q2 2026 Aug 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 54,594 19,965 3.06% 3.06% 88 0 0.0% Q2 2026 Jul 22, 2026
Systelligence, LLC History No change 53,847 19,691 3.29% 3.29% 89 0 0.0% Q2 2026 Jul 14, 2026
Pasadena Private Wealth, LLC History No change 53,151 19,437 2.47% 2.47% 90 0 0.0% Q2 2026 Aug 10, 2026
Praetorian Wealth Management, Inc. History No change 51,662 18,893 3.26% 3.26% 91 0 0.0% Q2 2026 Jul 07, 2026
Vawter Financial, Ltd. History No change 51,083 18,681 7.04% 7.04% 92 0 0.0% Q2 2026 Jul 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 50,579 18,497 0.21% 0.21% 93 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 50,496 18,463 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 50,479 18,460 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 05, 2026
Avantax Planning Partners, Inc. History No change 49,306 18,031 0.45% 0.45% 96 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 49,248 18,010 0.03% 0.03% 97 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 47,956 17,537 0.54% 0.54% 98 0 0.0% Q2 2026 Jul 09, 2026
GLENMEDE TRUST CO NA History No change 47,936 17,530 0.08% 0.08% 99 0 0.0% Q2 2026 Aug 10, 2026
Peak Retirement Planning, Inc. History No change 47,871 17,506 2.77% 2.77% 100 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 47,366 17,321 0.08% 0.08% 101 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 47,227 17,270 0.08% 0.08% 102 0 0.0% Q2 2026 Aug 13, 2026
Payne Capital Management, LLC History No change 46,677 17,069 4.55% 4.55% 103 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 45,395 16,600 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 12, 2026
LMCG INVESTMENTS, LLC History No change 45,090 16,489 0.88% 0.88% 105 0 0.0% Q2 2026 Jul 22, 2026
CULLEN/FROST BANKERS, INC. History No change 44,660 16,332 0.16% 0.16% 106 0 0.0% Q2 2026 Jul 27, 2026
Robertson Stephens Wealth Management, LLC History No change 44,485 16,268 0.4% 0.4% 107 0 0.0% Q2 2026 Jul 29, 2026
Mechanics Bank Trust Department History No change 43,917 16,060 1.99% 1.99% 108 0 0.0% Q2 2026 Jul 07, 2026
&PARTNERS History No change 43,589 15,934 0.07% 0.07% 109 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 42,841 15,667 0.41% 0.41% 110 0 0.0% Q2 2026 Aug 04, 2026
FC Advisory LLC History No change 42,409 15,509 4.11% 4.11% 111 0 0.0% Q2 2026 Jul 09, 2026
Veery Capital, LLC History No change 41,562 15,199 4.08% 4.08% 112 0 0.0% Q2 2026 Jul 09, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 41,855 15,165 1.74% 1.74% 113 0 0.0% Q2 2026 Jul 07, 2026
FIRST AMERICAN TRUST, FSB History No change 41,174 15,057 0.91% 0.91% 114 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 40,289 14,733 0.66% 0.66% 115 0 0.0% Q2 2026 Jul 31, 2026
Penserra Capital Management LLC History No change 40,172 14,690 0.11% 0.11% 116 0 0.0% Q2 2026 Aug 13, 2026
Jacobsen Capital Management History No change 39,584 14,475 4.23% 4.23% 117 0 0.0% Q2 2026 Jul 29, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 38,990 14,259 3.62% 3.62% 118 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 38,905 14,227 0.18% 0.18% 119 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 38,550 14,097 0.25% 0.25% 120 0 0.0% Q2 2026 Jul 20, 2026
Adventist Health System/ West History No change 38,149 13,951 2.19% 2.19% 121 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 38,090 13,929 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 19, 2026
Strategic Investment Advisors / MI History No change 37,986 13,891 0.84% 0.84% 123 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 36,035 13,177 0.14% 0.14% 124 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 35,984 13,159 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 11, 2026
Gladwyn Financial Advisors, Inc. History No change 35,730 13,066 8.17% 8.17% 126 0 0.0% Q2 2026 Jul 02, 2026
Thrive Capital Management, LLC History No change 35,547 12,999 2.45% 2.45% 127 0 0.0% Q2 2026 Aug 05, 2026
Ocean Park Asset Management, LLC History No change 35,505 12,984 0.63% 0.63% 128 0 0.0% Q2 2026 Jul 09, 2026
BANK OF MONTREAL /CAN/ History No change 34,410 12,584 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
JMAC ENTERPRISES LLC History No change 33,897 12,396 2.09% 2.09% 130 0 0.0% Q2 2026 Jul 28, 2026
Quantinno Capital Management LP History No change 33,773 12,350 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 13, 2026
Performance Wealth Partners, LLC History No change 33,537 12,264 0.3% 0.3% 132 0 0.0% Q2 2026 Aug 07, 2026
Relyea Zuckerberg Hanson LLC History No change 33,370 12,203 1.02% 1.02% 133 0 0.0% Q2 2026 Jul 16, 2026
Schneider Downs Wealth Management Advisors, LP History No change 33,134 12,117 1.14% 1.14% 134 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 33,100 12,104 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Trust Co of the South History No change 32,358 11,833 1.67% 1.67% 136 0 0.0% Q2 2026 Jul 01, 2026
Marion Wealth Management History No change 32,271 11,801 2.4% 2.4% 137 0 0.0% Q2 2026 Jul 16, 2026
Focus Partners Advisor Solutions, LLC History No change 32,030 11,713 0.1% 0.1% 138 0 0.0% Q2 2026 Aug 06, 2026
Performa Ltd (US), LLC History No change 31,759 11,614 1.87% 1.87% 139 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Advisors, Inc. History No change 31,689 11,588 2.43% 2.43% 140 0 0.0% Q2 2026 Jul 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 31,589 11,552 0.14% 0.14% 141 0 0.0% Q2 2026 Jul 24, 2026
BROWN ADVISORY INC History No change 30,110 11,011 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 29,924 10,943 0.06% 0.06% 143 0 0.0% Q2 2026 Jul 29, 2026
CJM Wealth Advisers, Ltd. History No change 29,920 10,941 2.87% 2.87% 144 0 0.0% Q2 2026 Jul 17, 2026
Forbes Financial Planning, Inc. History No change 29,829 10,908 5.85% 5.85% 145 0 0.0% Q2 2026 Jul 23, 2026
ARVEST INVESTMENTS, INC. History No change 29,746 10,878 1.32% 1.32% 146 0 0.0% Q2 2026 Jul 17, 2026
Fee-Only Financial Planning, L.C. History No change 29,523 10,796 5.79% 5.79% 147 0 0.0% Q2 2026 Jul 29, 2026
MassMutual Private Wealth & Trust, FSB History No change 29,317 10,721 0.28% 0.28% 148 0 0.0% Q2 2026 Jul 02, 2026
OLD NATIONAL BANCORP /IN/ History No change 29,015 10,610 0.21% 0.21% 149 0 0.0% Q2 2026 Jul 15, 2026
Black Diamond Financial, LLC History No change 28,893 10,566 0.93% 0.93% 150 0 0.0% Q2 2026 Aug 04, 2026
Towerpoint Wealth, LLC History No change 28,768 10,520 3.64% 3.64% 151 0 0.0% Q2 2026 Jul 09, 2026
Capital Management Associates, Inc History No change 28,535 10,435 2.1% 2.1% 152 0 0.0% Q2 2026 Jul 22, 2026
D.A. DAVIDSON & CO. History No change 28,382 10,379 0.06% 0.06% 153 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 28,266 10,336 0.06% 0.06% 154 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 28,114 10,281 0.22% 0.22% 155 0 0.0% Q2 2026 Jul 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 27,569 10,082 0.19% 0.19% 156 0 0.0% Q2 2026 Jul 15, 2026
Advisory Alpha, LLC History No change 27,456 10,041 0.25% 0.25% 157 0 0.0% Q2 2026 Aug 11, 2026
Wellington Grp LLC History No change 27,334 9,996 2.64% 2.64% 158 0 0.0% Q2 2026 Aug 26, 2026
HARBOUR INVESTMENTS, INC. History No change 27,200 9,947 0.13% 0.13% 159 0 0.0% Q2 2026 Aug 12, 2026
GRANVILLE CAPITAL, INC. History No change 27,098 9,909 4.43% 4.43% 160 0 0.0% Q2 2026 Aug 11, 2026
GHP Investment Advisors, Inc. History No change 27,000 9,874 0.36% 0.36% 161 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Partners, Inc. History No change 26,359 9,639 0.07% 0.07% 162 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 26,188 9,576 0.23% 0.23% 163 0 0.0% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History No change 26,102 9,545 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Carolina Wealth Management Inc History No change 25,579 9,354 4.3% 4.3% 165 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 24,941 9,120 0.1% 0.1% 166 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 24,929 9,116 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 12, 2026
WP Advisors, LLC History No change 24,824 9,078 2.2% 2.2% 168 0 0.0% Q2 2026 Jul 29, 2026
NFSG Corp History No change 24,547 8,976 1.11% 1.11% 169 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 24,502 8,960 0.08% 0.08% 170 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 24,399 8,922 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 24,366 8,910 0.49% 0.49% 172 0 0.0% Q2 2026 Aug 12, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 23,986 8,771 3.19% 3.19% 173 0 0.0% Q2 2026 Jul 14, 2026
Checchi Capital Advisers, LLC History No change 23,961 8,762 0.39% 0.39% 174 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 23,921 8,748 0.13% 0.13% 175 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 23,806 8,705 0.14% 0.14% 176 0 0.0% Q2 2026 Jul 15, 2026
Texas Yale Capital Corp. History No change 23,601 8,631 0.19% 0.19% 177 0 0.0% Q2 2026 Aug 12, 2026
Copper Harbor Investment Advisors, LLC History No change 23,596 8,629 1.83% 1.83% 178 0 0.0% Q2 2026 Jul 23, 2026
Junk Investment Group, LLC History No change 23,371 8,546 3.78% 3.78% 179 0 0.0% Q2 2026 Jul 29, 2026
Ifrah Financial Services, Inc. History No change 23,265 8,507 2.08% 2.08% 180 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 23,025 8,420 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisors Network, Inc. History No change 22,694 8,299 1.02% 1.02% 182 0 0.0% Q2 2026 Aug 14, 2026
Clayton Financial Group LLC History No change 22,375 8,182 4.52% 4.52% 183 0 0.0% Q2 2026 Jul 20, 2026
Everhart Financial Group, Inc. History No change 22,179 8,110 0.52% 0.52% 184 0 0.0% Q2 2026 Jul 08, 2026
SkyOak Wealth, LLC History No change 21,886 8,003 1.31% 1.31% 185 0 0.0% Q2 2026 Jul 30, 2026
SWAN Capital LLC History No change 21,783 7,966 2.73% 2.73% 186 0 0.0% Q2 2026 Aug 13, 2026
Argent Trust Co History No change 21,151 7,734 0.22% 0.22% 187 0 0.0% Q2 2026 Aug 06, 2026
Talon Private Wealth, LLC History No change 20,720 7,577 0.89% 0.89% 188 0 0.0% Q2 2026 Sep 11, 2026
Wealthfront Advisers LLC History No change 20,533 7,508 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 20,495 7,495 0.22% 0.22% 190 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Added to 22,081 7,460 0.2% 0.22% 191 +1,302 6.27% Q3 2026 Oct 02, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 20,030 7,324 0.34% 0.34% 192 0 0.0% Q2 2026 Jul 21, 2026
Meramec Financial Planners, LLC History No change 20,989 7,215 2.64% 2.64% 193 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Advisors LLC History No change 23,848 7,204 6.16% 6.16% 194 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 19,695 7,202 0.23% 0.23% 195 0 0.0% Q2 2026 Jul 31, 2026
Clear Retirement Advice LLC History No change 19,585 7,162 4.9% 4.9% 196 0 0.0% Q2 2026 Jul 15, 2026
Institute for Wealth Management, LLC. History No change 19,478 7,123 0.63% 0.63% 197 0 0.0% Q2 2026 Jul 28, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 19,400 7,094 0.81% 0.81% 198 0 0.0% Q2 2026 Jul 07, 2026
Serenity Investment Advisors History No change 19,906 7,089 3.02% 3.02% 199 0 0.0% Q2 2026 Aug 24, 2026
Chicago Partners Investment Group LLC History No change 20,235 6,971 0.14% 0.14% 200 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Planning, Inc. History No change 18,831 6,886 1.58% 1.58% 201 0 0.0% Q2 2026 Jul 10, 2026
Brookstone Capital Management History No change 18,800 6,875 0.07% 0.07% 202 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 18,741 6,853 0.07% 0.07% 203 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 18,745 6,835 0.69% 0.69% 204 0 0.0% Q2 2026 Aug 13, 2026
Leeward Financial Partners, LLC History No change 18,618 6,808 1.79% 1.79% 205 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 22,449 6,785 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 19,610 6,757 2.65% 2.65% 207 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History No change 18,423 6,737 0.2% 0.2% 208 0 0.0% Q2 2026 Jul 27, 2026
Brindle & Bay Financial Advisors, LLC History No change 18,424 6,737 3.37% 3.37% 209 0 0.0% Q2 2026 Jul 20, 2026
Wolff Financial Management LLC History No change 18,364 6,715 1.34% 1.34% 210 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 18,310 6,696 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 17,682 6,466 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 17,670 6,461 0.07% 0.07% 213 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 17,632 6,447 0.31% 0.31% 214 0 0.0% Q2 2026 Aug 11, 2026
Councilor Wealth, LLC History No change 17,623 6,444 2.61% 2.61% 215 0 0.0% Q2 2026 Jul 21, 2026
Trust Point Inc. History No change 17,172 6,279 0.53% 0.53% 216 0 0.0% Q2 2026 Jul 08, 2026
Perigon Wealth Management, LLC History No change 17,163 6,276 0.1% 0.1% 217 0 0.0% Q2 2026 Aug 07, 2026
GTS SECURITIES LLC History No change 17,006 6,219 0.13% 0.13% 218 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 16,880 6,173 0.11% 0.11% 219 0 0.0% Q2 2026 Jul 31, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 16,811 6,147 0.25% 0.25% 220 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 16,763 6,129 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 16,724 6,116 0.29% 0.29% 222 0 0.0% Q2 2026 Jul 28, 2026
Zeit Capital LLC History No change 16,722 6,115 3.69% 3.69% 223 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 16,592 6,067 0.41% 0.41% 224 0 0.0% Q2 2026 Jul 20, 2026
Ackerman Capital Advisors, LLC History No change 16,589 6,066 1.22% 1.22% 225 0 0.0% Q2 2026 Jul 30, 2026
M&T BANK CORP History No change 16,526 6,043 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 16,214 5,929 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 16,183 5,918 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 17, 2026
PRUDENTIAL FINANCIAL INC History No change 16,131 5,899 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 16,109 5,891 0.35% 0.35% 230 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 16,085 5,882 0.09% 0.09% 231 0 0.0% Q2 2026 Jul 14, 2026
Seek First Inc. History No change 16,084 5,881 3.71% 3.71% 232 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD SECURITIES, INC. History No change 15,728 5,751 0.33% 0.33% 233 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON JONES LLC History No change 15,564 5,691 0.11% 0.11% 234 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 15,563 5,691 0.4% 0.4% 235 0 0.0% Q2 2026 Jul 07, 2026
Essential Planning, LLC. History No change 15,534 5,680 1.61% 1.61% 236 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 15,418 5,638 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 10, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 15,303 5,596 4.08% 4.08% 238 0 0.0% Q2 2026 Jul 24, 2026
Accel Wealth Management History No change 15,139 5,536 1.25% 1.25% 239 0 0.0% Q2 2026 Jul 10, 2026
HOLDERNESS INVESTMENTS CO History No change 15,012 5,489 0.92% 0.92% 240 0 0.0% Q2 2026 Aug 12, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 14,847 5,429 0.08% 0.08% 241 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History No change 14,761 5,398 0.08% 0.08% 242 0 0.0% Q2 2026 Aug 03, 2026
Portside Wealth Group, LLC History No change 14,675 5,366 0.63% 0.63% 243 0 0.0% Q2 2026 Jul 14, 2026
LifePlan Investment Advisors, Inc. History No change 14,562 5,325 1.83% 1.83% 244 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 14,693 5,310 0.17% 0.17% 245 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 14,668 5,301 0.28% 0.28% 246 0 0.0% Q2 2026 Jul 14, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 14,461 5,288 4.15% 4.15% 247 0 0.0% Q2 2026 Jul 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 14,096 5,154 0.11% 0.11% 248 0 0.0% Q2 2026 Jul 17, 2026
Nabity-Jensen Investment Management Inc History No change 14,039 5,133 3.15% 3.15% 249 0 0.0% Q2 2026 Jul 27, 2026
CHILTON INVESTMENT CO INC. History No change 14,005 5,121 0.12% 0.12% 250 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 13,992 5,117 0.06% 0.06% 251 0 0.0% Q2 2026 Jul 28, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 13,799 5,046 3.28% 3.28% 252 0 0.0% Q2 2026 Jul 28, 2026
Ally Invest Advisors Inc. History No change 13,747 5,027 0.3% 0.3% 253 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History No change 13,624 4,982 0.54% 0.54% 254 0 0.0% Q2 2026 Jul 13, 2026
Financial Engines Advisors L.L.C. History No change 13,616 4,979 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 14, 2026
Advisory Resource Group History No change 13,525 4,946 0.74% 0.74% 256 0 0.0% Q2 2026 Jul 14, 2026
FIRST HORIZON CORP History No change 13,517 4,943 0.19% 0.19% 257 0 0.0% Q2 2026 Jul 20, 2026
Members Trust Co History No change 13,480 4,929 0.15% 0.15% 258 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 13,478 4,928 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 03, 2026
WARNER FINANCIAL, INC History No change 13,156 4,811 1.41% 1.41% 260 0 0.0% Q2 2026 Jul 09, 2026
Valeo Financial Advisors, LLC History No change 13,052 4,773 0.1% 0.1% 261 0 0.0% Q2 2026 Jul 08, 2026
Hilltop National Bank History No change 12,956 4,738 1.01% 1.01% 262 0 0.0% Q2 2026 Jul 01, 2026
Acropolis Investment Management, LLC History No change 12,828 4,691 0.19% 0.19% 263 0 0.0% Q2 2026 Jul 16, 2026
Martel Wealth Advisors LLC History No change 12,427 4,544 0.71% 0.71% 264 0 0.0% Q2 2026 Jul 13, 2026
Fluent Financial, LLC History No change 12,345 4,514 1.61% 1.61% 265 0 0.0% Q2 2026 Jul 09, 2026
Verdence Capital Advisors LLC History No change 12,240 4,476 0.23% 0.23% 266 0 0.0% Q2 2026 Jul 29, 2026
TAGStone Capital, Inc. History No change 12,110 4,428 1.41% 1.41% 267 0 0.0% Q2 2026 Aug 11, 2026
Curbstone Financial Management Corp History No change 12,080 4,417 0.75% 0.75% 268 0 0.0% Q2 2026 Jul 14, 2026
Coastal Bridge Advisors, LLC History No change 12,042 4,403 0.27% 0.27% 269 0 0.0% Q2 2026 Aug 17, 2026
Probity Advisors, Inc. History No change 12,040 4,402 0.63% 0.63% 270 0 0.0% Q2 2026 Jul 31, 2026
Bravera Wealth History No change 12,001 4,388 1.68% 1.68% 271 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 11,879 4,344 0.11% 0.11% 272 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 11,738 4,292 0.24% 0.24% 273 0 0.0% Q2 2026 Aug 11, 2026
WESBANCO BANK INC History No change 11,659 4,263 0.11% 0.11% 274 0 0.0% Q2 2026 Jul 28, 2026
Alpine Bank Wealth Management History No change 11,614 4,247 0.54% 0.54% 275 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 11,557 4,226 0.18% 0.18% 276 0 0.0% Q2 2026 Jul 22, 2026
J.W. COLE ADVISORS, INC. History No change 11,360 4,154 0.07% 0.07% 277 0 0.0% Q2 2026 Jul 21, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 11,271 4,121 0.15% 0.15% 278 0 0.0% Q2 2026 Aug 13, 2026
Covington Investment Advisors Inc. History No change 11,229 4,106 0.53% 0.53% 279 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 11,191 4,092 0.09% 0.09% 280 0 0.0% Q2 2026 Aug 13, 2026
DeLarme Wealth Management, Inc. History No change 10,982 4,016 2.33% 2.33% 281 0 0.0% Q2 2026 Aug 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 10,922 3,994 1.48% 1.48% 282 0 0.0% Q2 2026 Aug 13, 2026
AIRE ADVISORS, LLC History No change 10,921 3,993 0.65% 0.65% 283 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 10,890 3,982 0.05% 0.05% 284 0 0.0% Q2 2026 Aug 04, 2026
Anchor Bay Capital, Inc. History No change 11,078 3,981 2.15% 2.15% 285 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 10,591 3,873 1.75% 1.75% 286 0 0.0% Q2 2026 Aug 07, 2026
Global Trust Wealth Management LLC History No change 10,593 3,873 2.67% 2.67% 287 0 0.0% Q2 2026 Jul 16, 2026
RIVERSEDGE ADVISORS, LLC History No change 10,585 3,870 0.51% 0.51% 288 0 0.0% Q2 2026 Jul 16, 2026
Infinity Wealth Counsel, LLC History No change 10,499 3,839 3.1% 3.1% 289 0 0.0% Q2 2026 Jul 09, 2026
McKinley Carter Wealth Services, Inc. History No change 10,452 3,822 0.2% 0.2% 290 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 10,447 3,820 0.32% 0.32% 291 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 10,439 3,817 0.26% 0.26% 292 0 0.0% Q2 2026 Sep 04, 2026
Falcon Wealth Planning History No change 10,437 3,816 0.24% 0.24% 293 0 0.0% Q2 2026 Jul 13, 2026
Connecticut Wealth Management, LLC History No change 10,434 3,815 0.14% 0.14% 294 0 0.0% Q2 2026 Jul 29, 2026
Wealthcare Advisory Partners LLC History No change 10,385 3,797 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 09, 2026
SilverOak Wealth Management LLC History No change 10,286 3,761 0.48% 0.48% 296 0 0.0% Q2 2026 Jul 29, 2026
MSH Capital Advisors LLC History No change 10,246 3,747 0.65% 0.65% 297 0 0.0% Q2 2026 Aug 10, 2026
Apella Capital, LLC History No change 10,556 3,738 0.05% 0.05% 298 0 0.0% Q2 2026 Jul 08, 2026
Farther Finance Advisors, LLC History No change 10,156 3,714 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 17, 2026
Center for Financial Planning, Inc. History No change 10,099 3,693 0.35% 0.35% 300 0 0.0% Q2 2026 Jul 21, 2026
Aurelius Family Office LLC History No change 10,084 3,687 1.45% 1.45% 301 0 0.0% Q2 2026 Jul 13, 2026
Point72 Asset Management, L.P. History No change 10,077 3,685 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 10,068 3,681 0.15% 0.15% 303 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 9,992 3,654 0.12% 0.12% 304 0 0.0% Q2 2026 Aug 14, 2026
Tower View Wealth Management LLC History No change 9,962 3,642 1.6% 1.6% 305 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 9,946 3,637 0.15% 0.15% 306 0 0.0% Q2 2026 Aug 14, 2026
DIVERSIFIED MANAGEMENT INC History No change 9,863 3,606 0.77% 0.77% 307 0 0.0% Q2 2026 Jul 09, 2026
KPP Advisory Services LLC History No change 9,838 3,597 0.45% 0.45% 308 0 0.0% Q2 2026 Jul 24, 2026
JANE STREET GROUP, LLC History No change 9,800 3,583 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Northern Lights Advisors, Inc. History No change 9,773 3,573 1.94% 1.94% 310 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 9,632 3,522 0.29% 0.29% 311 0 0.0% Q2 2026 Jul 28, 2026
MISSION WEALTH MANAGEMENT, LP History No change 9,631 3,521 0.04% 0.04% 312 0 0.0% Q2 2026 Jul 20, 2026
Matisse Capital History No change 9,554 3,493 1.4% 1.4% 313 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Management, Inc. /CA/ History No change 9,457 3,458 1.31% 1.31% 314 0 0.0% Q2 2026 Jul 22, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 9,234 3,376 0.2% 0.2% 315 0 0.0% Q2 2026 Aug 12, 2026
Disciplined Investments, LLC History No change 9,116 3,333 1.08% 1.08% 316 0 0.0% Q2 2026 Aug 07, 2026
Cranbrook Wealth Management, LLC History No change 9,098 3,327 0.62% 0.62% 317 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 9,042 3,306 0.2% 0.2% 318 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 9,023 3,299 0.17% 0.17% 319 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 9,016 3,297 0.02% 0.02% 320 0 0.0% Q2 2026 Jul 17, 2026
Mustard Seed Financial, LLC History No change 8,909 3,257 1.69% 1.69% 321 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 8,890 3,251 0.03% 0.03% 322 0 0.0% Q2 2026 Jul 27, 2026
Noble Family Wealth, LLC History No change 8,878 3,246 0.58% 0.58% 323 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 8,844 3,234 0.04% 0.04% 324 0 0.0% Q2 2026 Aug 18, 2026
Pillar Financial Advisors, LLC History No change 8,807 3,220 1.68% 1.68% 325 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 8,793 3,215 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 07, 2026
Simmons Bank History No change 8,793 3,214 0.18% 0.18% 327 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 8,719 3,188 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 13, 2026
Milestone Asset Management Group, LLC History No change 8,716 3,187 1.61% 1.61% 329 0 0.0% Q2 2026 Jul 30, 2026
Sovran Advisors, LLC History No change 9,321 3,183 0.24% 0.24% 330 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 8,592 3,142 0.02% 0.02% 331 0 0.0% Q2 2026 Sep 08, 2026
Apollon Wealth Management, LLC History No change 8,529 3,119 0.04% 0.04% 332 0 0.0% Q2 2026 Jul 22, 2026
Sterling Financial Planning, Inc. History No change 8,480 3,101 0.84% 0.84% 333 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 8,469 3,097 0.1% 0.1% 334 0 0.0% Q2 2026 Jul 27, 2026
Tradition Wealth Management, LLC History No change 8,351 3,053 0.19% 0.19% 335 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 8,287 3,030 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 8,199 2,998 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 8,167 2,986 0.06% 0.06% 338 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors Wealth Management, LLC History No change 8,157 2,982 0.35% 0.35% 339 0 0.0% Q2 2026 Jul 23, 2026
INTEGRATED WEALTHCARE, LLC History No change 8,093 2,959 2.21% 2.21% 340 0 0.0% Q2 2026 Jul 24, 2026
SAPIENT CAPITAL LLC History No change 8,093 2,959 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,087 2,957 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 13, 2026
Integrity Wealth Solutions LLC History No change 8,042 2,940 1.09% 1.09% 343 0 0.0% Q2 2026 Jul 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 8,033 2,937 0.11% 0.11% 344 0 0.0% Q2 2026 Jul 21, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 7,905 2,890 0.28% 0.28% 345 0 0.0% Q2 2026 Jul 28, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 7,879 2,881 1.13% 1.13% 346 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Advisory, LLC History No change 7,865 2,876 0.24% 0.24% 347 0 0.0% Q2 2026 Jul 29, 2026
Ballast Financial Advisors LLC History No change 7,778 2,844 2.57% 2.57% 348 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 7,656 2,799 0.17% 0.17% 349 0 0.0% Q2 2026 Aug 04, 2026
Compass Ion Advisors, LLC History No change 7,524 2,751 0.24% 0.24% 350 0 0.0% Q2 2026 Aug 12, 2026
Vestwell Advisors, LLC History No change 7,499 2,742 0.66% 0.66% 351 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 7,482 2,736 0.29% 0.29% 352 0 0.0% Q2 2026 Aug 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,448 2,723 0.3% 0.3% 353 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 7,402 2,712 0.04% 0.04% 354 0 0.0% Q2 2026 Jul 15, 2026
VISTA INVESTMENT PARTNERS LLC History No change 7,394 2,703 0.68% 0.68% 355 0 0.0% Q2 2026 Jul 09, 2026
VANGUARD ADVISERS INC History No change 7,375 2,697 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 13, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 7,312 2,674 0.34% 0.34% 357 0 0.0% Q2 2026 Aug 25, 2026
XY Planning Network, Inc. History No change 7,312 2,673 0.34% 0.34% 358 0 0.0% Q2 2026 Jul 14, 2026
Insight Advisors, LLC/ PA History No change 7,255 2,653 0.47% 0.47% 359 0 0.0% Q2 2026 Aug 05, 2026
Opulen Financial Group LLC History No change 7,225 2,642 1.66% 1.66% 360 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 7,165 2,620 0.51% 0.51% 361 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 7,124 2,605 0.03% 0.03% 362 0 0.0% Q2 2026 Aug 07, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 7,091 2,593 0.13% 0.13% 363 0 0.0% Q2 2026 Jul 31, 2026
Creekside Partners History No change 7,033 2,572 0.93% 0.93% 364 0 0.0% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History No change 6,968 2,548 0.04% 0.04% 365 0 0.0% Q2 2026 Aug 05, 2026
Vickerman Investment Advisors, Inc. History No change 6,916 2,529 0.49% 0.49% 366 0 0.0% Q2 2026 Aug 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 6,883 2,517 0.65% 0.65% 367 0 0.0% Q2 2026 Jul 09, 2026
Werba Rubin Papier Wealth Management History No change 6,885 2,517 0.31% 0.31% 368 0 0.0% Q2 2026 Jul 27, 2026
Aptus Capital Advisors, LLC History No change 6,821 2,494 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 6,818 2,493 0.42% 0.42% 370 0 0.0% Q2 2026 Jul 21, 2026
BOKF, NA History No change 6,768 2,475 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 6,760 2,472 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
One Charles Private Wealth Services, LLC History No change 6,731 2,461 0.57% 0.57% 373 0 0.0% Q2 2026 Jul 15, 2026
KINTRA WEALTH, LLC History No change 6,738 2,461 0.13% 0.13% 374 0 0.0% Q2 2026 Aug 14, 2026
Elevated Financial Group LLC History No change 6,714 2,455 0.67% 0.67% 375 0 0.0% Q2 2026 Jul 22, 2026
Apriem Advisors History No change 6,689 2,446 0.21% 0.21% 376 0 0.0% Q2 2026 Aug 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 6,672 2,439 0.69% 0.69% 377 0 0.0% Q2 2026 Jul 24, 2026
HUB Investment Partners, LLC History No change 6,601 2,414 0.04% 0.04% 378 0 0.0% Q2 2026 Jul 31, 2026
Graetz Wealth LLC History No change 6,572 2,403 1.92% 1.92% 379 0 0.0% Q2 2026 Aug 13, 2026
CONNABLE OFFICE INC History No change 6,569 2,402 0.21% 0.21% 380 0 0.0% Q2 2026 Aug 03, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 6,546 2,393 0.54% 0.54% 381 0 0.0% Q2 2026 Jul 20, 2026
BTC Capital Management, Inc. History No change 6,514 2,382 0.14% 0.14% 382 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 6,567 2,368 0.02% 0.02% 383 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 6,477 2,368 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 07, 2026
Harbour Capital Advisors, LLC History No change 6,616 2,343 0.43% 0.43% 385 0 0.0% Q2 2026 Jul 15, 2026
Quadcap Wealth Management, LLC History No change 6,228 2,277 0.22% 0.22% 386 0 0.0% Q2 2026 Jul 31, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 6,204 2,269 1.29% 1.29% 387 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Group, LLC / IL History No change 6,153 2,250 0.55% 0.55% 388 0 0.0% Q2 2026 Jul 30, 2026
Harbor Asset Planning, Inc. History No change 6,124 2,241 1.68% 1.68% 389 0 0.0% Q2 2026 Jul 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,110 2,234 0.15% 0.15% 390 0 0.0% Q2 2026 Aug 04, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 6,074 2,221 0.71% 0.71% 391 0 0.0% Q2 2026 Jul 24, 2026
LOOMIS SAYLES & CO L P History No change 6,061 2,216 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History No change 5,963 2,180 0.22% 0.22% 393 0 0.0% Q2 2026 Jul 17, 2026
Tranquility Partners, LLC History No change 5,932 2,169 0.75% 0.75% 394 0 0.0% Q2 2026 Jul 23, 2026
PINNACLE ASSOCIATES LTD History No change 5,861 2,143 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Capital Management, LLC History No change 5,836 2,134 0.52% 0.52% 396 0 0.0% Q2 2026 Aug 13, 2026
Bouvel Investment Partners, LLC History No change 5,834 2,133 0.48% 0.48% 397 0 0.0% Q2 2026 Jul 17, 2026
WEDBUSH SECURITIES INC History No change 5,811 2,125 0.05% 0.05% 398 0 0.0% Q2 2026 Jul 28, 2026
AE Wealth Management LLC History No change 5,790 2,117 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 03, 2026
Ausdal Financial Partners, Inc. History No change 5,677 2,076 0.08% 0.08% 400 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 5,669 2,073 0.11% 0.11% 401 0 0.0% Q2 2026 Jul 16, 2026
PARK NATIONAL CORP /OH/ History No change 5,666 2,071 0.06% 0.06% 402 0 0.0% Q2 2026 Jul 15, 2026
Allworth Financial LP History No change 5,654 2,067 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 5,650 2,066 0.17% 0.17% 404 0 0.0% Q2 2026 Aug 13, 2026
UPTICK PARTNERS, LLC History No change 5,643 2,063 0.32% 0.32% 405 0 0.0% Q2 2026 Aug 10, 2026
Sagace Wealth Management LLC History No change 5,616 2,053 1.29% 1.29% 406 0 0.0% Q2 2026 Aug 03, 2026
GC Wealth Management RIA, LLC History No change 5,611 2,051 0.12% 0.12% 407 0 0.0% Q2 2026 Jul 16, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,606 2,050 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 23, 2026
Kure Advisory, LLC History No change 5,572 2,037 0.97% 0.97% 409 0 0.0% Q2 2026 Jul 27, 2026
CAHILL FINANCIAL ADVISORS INC History No change 5,567 2,036 0.2% 0.2% 410 0 0.0% Q2 2026 Aug 11, 2026
Genesis Financial Group, LLC History No change 5,520 2,018 1.31% 1.31% 411 0 0.0% Q2 2026 Aug 14, 2026
Stanich Group LLC History No change 5,499 2,012 1.27% 1.27% 412 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 5,484 2,005 0.12% 0.12% 413 0 0.0% Q2 2026 Aug 05, 2026
Jacobs Equity LLC History No change 5,467 1,999 1.38% 1.38% 414 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 5,434 1,986 0.04% 0.04% 415 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,406 1,976 0.04% 0.04% 416 0 0.0% Q2 2026 Aug 12, 2026
TCI Wealth Advisors, Inc. History No change 5,389 1,970 0.09% 0.09% 417 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 5,371 1,964 0.08% 0.08% 418 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Alliance LLC History No change 5,355 1,958 0.13% 0.13% 419 0 0.0% Q2 2026 Jul 20, 2026
Michels Family Financial, LLC History No change 5,336 1,951 1.25% 1.25% 420 0 0.0% Q2 2026 Aug 14, 2026
Compton Wealth Advisory Group, LLC History No change 5,378 1,948 0.39% 0.39% 421 0 0.0% Q2 2026 Jul 21, 2026
Snowden Capital Advisors LLC History No change 5,289 1,934 0.05% 0.05% 422 0 0.0% Q2 2026 Aug 13, 2026
Ferguson Johnson Wealth Management Inc History No change 5,285 1,932 1.41% 1.41% 423 0 0.0% Q2 2026 Jul 31, 2026
SAX WEALTH ADVISORS, LLC History No change 6,327 1,912 0.08% 0.08% 424 0 0.0% Q2 2026 Jul 09, 2026
Meridian Financial Advisors, LLC History No change 5,182 1,894 0.91% 0.91% 425 0 0.0% Q2 2026 Jul 22, 2026
Banque Transatlantique SA History No change 5,143 1,880 0.04% 0.04% 426 0 0.0% Q2 2026 Jul 30, 2026
Meridian Wealth Management, LLC History No change 5,111 1,869 0.06% 0.06% 427 0 0.0% Q2 2026 Aug 05, 2026
SENTINEL PENSION ADVISORS, LLC History No change 5,421 1,867 0.24% 0.24% 428 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 5,100 1,865 0.02% 0.02% 429 0 0.0% Q2 2026 Aug 03, 2026
Novak & Powell Financial Services, Inc. History No change 5,928 1,855 0.87% 0.87% 430 0 0.0% Q2 2026 Aug 11, 2026
Independent Wealth Network Inc. History No change 5,070 1,853 0.47% 0.47% 431 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 5,030 1,839 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 5,023 1,836 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 5,018 1,834 0.42% 0.42% 434 0 0.0% Q2 2026 Jul 17, 2026
TRITONPOINT WEALTH, LLC History No change 4,989 1,824 0.18% 0.18% 435 0 0.0% Q2 2026 Aug 11, 2026
VALLEY WEALTH MANAGERS, INC. History No change 4,982 1,822 0.11% 0.11% 436 0 0.0% Q2 2026 Aug 04, 2026
First Heartland Consultants, Inc. History No change 4,965 1,815 0.12% 0.12% 437 0 0.0% Q2 2026 Jul 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 4,936 1,805 0.03% 0.03% 438 0 0.0% Q2 2026 Jul 28, 2026
Ironwood Financial, llc History No change 5,122 1,788 0.28% 0.28% 439 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 4,881 1,785 0.06% 0.06% 440 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 4,881 1,785 0.2% 0.2% 441 0 0.0% Q2 2026 Jul 31, 2026
Cascade Wealth Advisors, Inc History No change 4,896 1,765 0.71% 0.71% 442 0 0.0% Q2 2026 Aug 10, 2026
Whitegate Investment Counselors, Inc. History No change 4,813 1,760 0.5% 0.5% 443 0 0.0% Q2 2026 Aug 10, 2026
CGN Advisors LLC History No change 4,808 1,758 0.13% 0.13% 444 0 0.0% Q2 2026 Jul 06, 2026
DRAVO BAY LLC History No change 4,791 1,752 0.61% 0.61% 445 0 0.0% Q2 2026 Aug 11, 2026
Canvas Wealth Advisors, LLC History No change 4,768 1,743 0.24% 0.24% 446 0 0.0% Q2 2026 Jul 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 4,815 1,740 0.05% 0.05% 447 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History No change 4,722 1,726 0.05% 0.05% 448 0 0.0% Q2 2026 Jul 24, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 4,709 1,722 0.23% 0.23% 449 0 0.0% Q2 2026 Jul 20, 2026
Revisor Wealth Management LLC History No change 4,678 1,710 0.41% 0.41% 450 0 0.0% Q2 2026 Jul 21, 2026
Manchester Capital Management LLC History No change 4,670 1,707 0.22% 0.22% 451 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 4,651 1,700 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 10, 2026
1834 INVESTMENT ADVISORS CO History No change 4,640 1,696 0.19% 0.19% 453 0 0.0% Q2 2026 Jul 30, 2026
PARK AVENUE SECURITIES LLC History No change 4,631 1,694 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 20, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 4,628 1,692 0.42% 0.42% 455 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History No change 4,774 1,690 0.05% 0.05% 456 0 0.0% Q2 2026 Jul 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 4,618 1,688 0.05% 0.05% 457 0 0.0% Q2 2026 Aug 10, 2026
Lionshead Wealth Management, LLC History No change 4,606 1,684 1.09% 1.09% 458 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 4,600 1,682 0.0% 0.0% 459 0 0.0% Q2 2026 Sep 02, 2026
Gotham Asset Management, LLC History No change 4,597 1,681 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 4,590 1,678 0.34% 0.34% 461 0 0.0% Q2 2026 Jul 22, 2026
NorthStar Asset Management LLC /NJ/ History No change 4,554 1,665 0.68% 0.68% 462 0 0.0% Q2 2026 Aug 05, 2026
ASPIRIANT, LLC History No change 4,542 1,661 0.04% 0.04% 463 0 0.0% Q2 2026 Jul 20, 2026
Friday Financial History No change 4,652 1,647 0.44% 0.44% 464 0 0.0% Q2 2026 Jul 09, 2026
JFS WEALTH ADVISORS, LLC History No change 4,496 1,644 0.08% 0.08% 465 0 0.0% Q2 2026 Jul 10, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 4,427 1,619 1.04% 1.04% 466 0 0.0% Q2 2026 Aug 04, 2026
Klingman & Associates, LLC History No change 4,424 1,617 0.07% 0.07% 467 0 0.0% Q2 2026 Jul 29, 2026
TFB Advisors LLC History No change 4,356 1,592 0.7% 0.7% 468 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 4,338 1,586 0.08% 0.08% 469 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 4,330 1,583 0.03% 0.03% 470 0 0.0% Q2 2026 Aug 14, 2026
HARTLINE INVESTMENT CORP/ History No change 4,306 1,574 0.14% 0.14% 471 0 0.0% Q2 2026 Jul 28, 2026
PKS Advisory Services, LLC History No change 4,292 1,569 0.25% 0.25% 472 0 0.0% Q2 2026 Aug 04, 2026
DAVENPORT & Co LLC History No change 4,270 1,561 0.01% 0.01% 473 0 0.0% Q2 2026 Jul 13, 2026
WEALTH ALLIANCE, LLC History No change 4,259 1,557 0.13% 0.13% 474 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 4,258 1,557 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 14, 2026
Brand Asset Management Group, Inc. History No change 4,217 1,542 0.34% 0.34% 476 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 4,212 1,540 0.14% 0.14% 477 0 0.0% Q2 2026 Jul 10, 2026
Nuveen, LLC History No change 4,191 1,532 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 11, 2026
McMillan Office, Inc. History No change 4,174 1,526 0.18% 0.18% 479 0 0.0% Q2 2026 Aug 13, 2026
Opus Capital Group, LLC History No change 4,152 1,519 0.15% 0.15% 480 0 0.0% Q2 2026 Jul 31, 2026
Cyndeo Wealth Partners, LLC History No change 4,127 1,509 0.07% 0.07% 481 0 0.0% Q2 2026 Jul 21, 2026
Capital Squared Financial LLC History No change 4,117 1,505 0.98% 0.98% 482 0 0.0% Q2 2026 Jul 21, 2026
Diversified Enterprises, LLC History No change 4,103 1,500 0.07% 0.07% 483 0 0.0% Q2 2026 Jul 31, 2026
CITY HOLDING CO History No change 4,076 1,490 0.17% 0.17% 484 0 0.0% Q2 2026 Jul 10, 2026
Cordoba Advisory Partners LLC History No change 4,064 1,486 0.31% 0.31% 485 0 0.0% Q2 2026 Jul 21, 2026
Truepoint, Inc. History No change 4,057 1,483 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 31, 2026
American Trust History No change 4,054 1,482 0.11% 0.11% 487 0 0.0% Q2 2026 Aug 14, 2026
Sonoma Allocations LLC History No change 4,022 1,472 0.46% 0.46% 488 0 0.0% Q2 2026 Jul 08, 2026
Grey Ledge Advisors, LLC History No change 4,011 1,466 0.29% 0.29% 489 0 0.0% Q2 2026 Jul 27, 2026
STEVENS CAPITAL PARTNERS History No change 4,011 1,466 0.28% 0.28% 490 0 0.0% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History No change 4,223 1,451 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,223 1,451 0.02% 0.02% 492 0 0.0% Q2 2026 Jul 29, 2026
FIRST UNITED BANK & TRUST History No change 3,952 1,445 0.42% 0.42% 493 0 0.0% Q2 2026 Jul 20, 2026
Sunburst Financial Group, LLC History No change 3,909 1,429 0.23% 0.23% 494 0 0.0% Q2 2026 Jul 08, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 3,900 1,426 0.13% 0.13% 495 0 0.0% Q2 2026 Jul 28, 2026
Cooksen Wealth, LLC History No change 3,898 1,425 0.9% 0.9% 496 0 0.0% Q2 2026 Jul 30, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 4,068 1,425 1.25% 1.25% 497 0 0.0% Q2 2026 Jul 16, 2026
Kovack Advisors, Inc. History No change 3,871 1,410 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 3,840 1,404 0.04% 0.04% 499 0 0.0% Q2 2026 Aug 05, 2026
UNITED BANK History No change 3,811 1,393 0.16% 0.16% 500 0 0.0% Q2 2026 Jul 30, 2026
Diversified Trust Co History No change 3,784 1,383 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,784 1,383 0.2% 0.2% 502 0 0.0% Q2 2026 Jul 21, 2026
WILLNER & HELLER, LLC History No change 3,769 1,378 0.86% 0.86% 503 0 0.0% Q2 2026 Jul 07, 2026
Prosperity Consulting Group, LLC History No change 3,754 1,372 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 13, 2026
Investmark Advisory Group LLC History No change 3,745 1,369 0.52% 0.52% 505 0 0.0% Q2 2026 Aug 07, 2026
Washington Trust Advisors, Inc. History No change 3,724 1,361 0.1% 0.1% 506 0 0.0% Q2 2026 Jul 29, 2026
WAYSTONE ADVISORS LLC History No change 3,706 1,355 1.01% 1.01% 507 0 0.0% Q2 2026 Jul 16, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 3,697 1,351 0.03% 0.03% 508 0 0.0% Q2 2026 Aug 06, 2026
Battery Global Advisors, LLC History No change 3,680 1,345 0.67% 0.67% 509 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 3,674 1,343 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 13, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 10,557 1,327 1.04% 1.04% 511 0 0.0% Q2 2026 Aug 11, 2026
Round Rock Advisors LLC History No change 3,621 1,324 0.17% 0.17% 512 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History No change 3,611 1,320 0.07% 0.07% 513 0 0.0% Q2 2026 Aug 04, 2026
Legacy Edge Advisors, LLC History No change 3,612 1,320 0.12% 0.12% 514 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 3,604 1,318 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Wealth Management, LLC History No change 3,597 1,315 0.62% 0.62% 516 0 0.0% Q2 2026 Jul 31, 2026
BANK OF HAWAII History No change 3,580 1,309 0.06% 0.06% 517 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 3,571 1,305 0.02% 0.02% 518 0 0.0% Q2 2026 Jul 17, 2026
Quotient Wealth Partners, LLC History No change 3,566 1,303 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 4,272 1,298 0.02% 0.02% 520 0 0.0% Q2 2026 Aug 13, 2026
Mayfair Advisory Group, LLC History No change 3,756 1,283 0.39% 0.39% 521 0 0.0% Q2 2026 Aug 11, 2026
Royal Fund Management, LLC History No change 3,491 1,276 0.11% 0.11% 522 0 0.0% Q2 2026 Jul 20, 2026
CENTAURUS FINANCIAL, INC. History No change 3,483 1,274 0.05% 0.05% 523 0 0.0% Q2 2026 Aug 17, 2026
Plante Moran Financial Advisors, LLC History No change 3,481 1,273 0.06% 0.06% 524 0 0.0% Q2 2026 Aug 06, 2026
NICOLET BANKSHARES INC History No change 3,488 1,268 0.04% 0.04% 525 0 0.0% Q2 2026 Aug 11, 2026
Center For Asset Management LLC History No change 3,446 1,260 0.56% 0.56% 526 0 0.0% Q2 2026 Jul 27, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 3,439 1,257 0.29% 0.29% 527 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Partners, Ltd. History No change 3,438 1,257 0.47% 0.47% 528 0 0.0% Q2 2026 Aug 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,430 1,254 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 03, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 3,414 1,248 0.2% 0.2% 530 0 0.0% Q2 2026 Jul 24, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,401 1,243 0.03% 0.03% 531 0 0.0% Q2 2026 Jul 31, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,344 1,222 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 3,316 1,212 0.08% 0.08% 533 0 0.0% Q2 2026 Aug 10, 2026
WealthCare Investment Partners, LLC History No change 3,295 1,204 0.29% 0.29% 534 0 0.0% Q2 2026 Aug 10, 2026
Wrenne Financial Planning LLC History No change 3,268 1,195 0.4% 0.4% 535 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Wealth, LLC History No change 3,240 1,184 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History No change 3,228 1,180 0.03% 0.03% 537 0 0.0% Q2 2026 Jul 06, 2026
Accretive Wealth Partners, LLC History No change 3,224 1,179 0.29% 0.29% 538 0 0.0% Q2 2026 Jul 29, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 3,223 1,178 1.06% 1.06% 539 0 0.0% Q2 2026 Jul 09, 2026
Strive Financial Group ,LLC History No change 3,218 1,176 0.51% 0.51% 540 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 3,191 1,166 0.13% 0.13% 541 0 0.0% Q2 2026 Jul 15, 2026
Tandem Financial, LLC History No change 3,185 1,164 0.35% 0.35% 542 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 3,155 1,153 0.04% 0.04% 543 0 0.0% Q2 2026 Jul 17, 2026
MCF Advisors LLC History No change 3,150 1,151 0.04% 0.04% 544 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 3,145 1,150 0.19% 0.19% 545 0 0.0% Q2 2026 Jul 24, 2026
Fingerlakes Wealth Management, Inc. History No change 3,142 1,149 0.62% 0.62% 546 0 0.0% Q2 2026 Jul 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,118 1,140 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 14, 2026
BLB&B Advisors, LLC History No change 3,109 1,136 0.04% 0.04% 548 0 0.0% Q2 2026 Aug 05, 2026
Gryphon Financial Partners LLC History No change 3,101 1,133 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL SECURITIES, INC. History No change 3,087 1,128 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 04, 2026
BKM Wealth Management, LLC History No change 3,083 1,127 0.4% 0.4% 551 0 0.0% Q2 2026 Jul 29, 2026
AMG National Trust Bank History No change 3,081 1,126 0.02% 0.02% 552 0 0.0% Q2 2026 Aug 06, 2026
Stonebridge Financial Planning Group, LLC History No change 3,062 1,119 0.36% 0.36% 553 0 0.0% Q2 2026 Jul 31, 2026
Elm3 Financial Group, LLC History No change 3,057 1,117 0.77% 0.77% 554 0 0.0% Q2 2026 Jul 29, 2026
4WEALTH ADVISORS, INC. History No change 3,092 1,117 0.86% 0.86% 555 0 0.0% Q2 2026 Jul 17, 2026
AlphaCore Capital LLC History No change 3,052 1,116 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 06, 2026
ERn Financial, LLC History No change 3,040 1,111 0.18% 0.18% 557 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 3,024 1,105 0.31% 0.31% 558 0 0.0% Q2 2026 Aug 10, 2026
Glassman Wealth Services History No change 3,015 1,102 0.13% 0.13% 559 0 0.0% Q2 2026 Aug 05, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 3,001 1,097 0.46% 0.46% 560 0 0.0% Q2 2026 Jul 16, 2026
MidAtlantic Capital Management, Inc. History No change 2,998 1,096 0.68% 0.68% 561 0 0.0% Q2 2026 Aug 10, 2026
Shoker Investment Counsel, Inc. History No change 2,983 1,091 0.27% 0.27% 562 0 0.0% Q2 2026 Aug 10, 2026
Duncan Williams Asset Management, LLC History No change 2,982 1,090 0.25% 0.25% 563 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 2,973 1,087 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 21, 2026
Carnegie Investment Counsel History No change 2,969 1,085 0.02% 0.02% 565 0 0.0% Q2 2026 Jul 30, 2026
Ponta Wealth Partners, LLC History No change 2,968 1,085 0.58% 0.58% 566 0 0.0% Q2 2026 Aug 12, 2026
Monetary Solutions, Ltd History No change 2,967 1,085 0.93% 0.93% 567 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Independent Advisors History No change 2,949 1,081 2.91% 2.91% 568 0 0.0% Q2 2026 Aug 04, 2026
True North Advisors, LLC History No change 2,949 1,078 0.1% 0.1% 569 0 0.0% Q2 2026 Jul 22, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,939 1,074 0.28% 0.28% 570 0 0.0% Q2 2026 Aug 07, 2026
BCS Wealth Management History No change 2,939 1,074 0.19% 0.19% 571 0 0.0% Q2 2026 Jul 16, 2026
OFS Enterprise LLC History No change 2,900 1,060 0.27% 0.27% 572 0 0.0% Q2 2026 Jul 08, 2026
Trilogy Capital Inc. History No change 2,893 1,057 0.04% 0.04% 573 0 0.0% Q2 2026 Jul 02, 2026
Koshinski Asset Management, Inc. History No change 2,877 1,052 0.06% 0.06% 574 0 0.0% Q2 2026 Jul 27, 2026
Waterloo Capital, L.P. History No change 2,872 1,050 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 29, 2026
DAHRING | CUSMANO LLC History No change 2,857 1,044 0.55% 0.55% 576 0 0.0% Q2 2026 Jul 28, 2026
BIP Wealth, LLC History No change 2,854 1,043 0.03% 0.03% 577 0 0.0% Q2 2026 Aug 03, 2026
InTrack Investment Management Inc History No change 2,842 1,039 0.52% 0.52% 578 0 0.0% Q2 2026 Jul 17, 2026
Financial Alternatives, Inc History No change 2,843 1,039 0.51% 0.51% 579 0 0.0% Q2 2026 Aug 10, 2026
Bernicke Wealth Management, Ltd. History No change 2,833 1,036 0.12% 0.12% 580 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 2,820 1,031 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisors, LLC History No change 2,818 1,030 0.14% 0.14% 582 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Advisor Solutions LLC History No change 2,781 1,016 0.03% 0.03% 583 0 0.0% Q2 2026 Jul 07, 2026
Wisconsin Wealth Advisors, LLC History No change 2,780 1,016 0.87% 0.87% 584 0 0.0% Q2 2026 Jul 07, 2026
Bay Capital Advisors, LLC History No change 2,767 1,011 0.54% 0.54% 585 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,755 1,007 0.04% 0.04% 586 0 0.0% Q2 2026 Aug 18, 2026
Balefire, LLC History No change 2,755 1,007 0.16% 0.16% 587 0 0.0% Q2 2026 Jul 07, 2026
Carl P. Sherr & Co., LLC History No change 2,740 1,002 0.42% 0.42% 588 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIENT ADVISORS LLC History No change 2,704 988 0.14% 0.14% 589 0 0.0% Q2 2026 Aug 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,701 987 0.1% 0.1% 590 0 0.0% Q2 2026 Jul 27, 2026
BSW Wealth Partners History No change 2,692 984 0.11% 0.11% 591 0 0.0% Q2 2026 Jul 15, 2026
Nalls Sherbakoff Group, LLC History No change 2,691 984 0.7% 0.7% 592 0 0.0% Q2 2026 Aug 17, 2026
Asset Dedication, LLC History No change 2,670 976 0.06% 0.06% 593 0 0.0% Q2 2026 Jul 30, 2026
Atlas Legacy Advisors, LLC History No change 2,662 973 0.14% 0.14% 594 0 0.0% Q2 2026 Jul 31, 2026
Freestone Capital Holdings, LLC History No change 2,658 972 0.03% 0.03% 595 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 2,658 972 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 10, 2026
LightSquare Wealth Management, LLC History No change 2,636 964 0.66% 0.66% 597 0 0.0% Q2 2026 Aug 03, 2026
Eagle Strategies LLC History No change 2,606 953 0.09% 0.09% 598 0 0.0% Q2 2026 Jul 21, 2026
Glenview Trust Co History No change 2,590 947 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 18, 2026
COZAD ASSET MANAGEMENT INC History No change 2,569 939 0.06% 0.06% 600 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History No change 2,560 936 0.07% 0.07% 601 0 0.0% Q2 2026 Jul 17, 2026
Rinkey Investments History No change 2,549 932 0.22% 0.22% 602 0 0.0% Q2 2026 Jul 20, 2026
Decker Wealth Management LLC History No change 2,539 928 0.2% 0.2% 603 0 0.0% Q2 2026 Jul 30, 2026
Compass Financial Group, INC/SD History No change 2,533 926 0.11% 0.11% 604 0 0.0% Q2 2026 Aug 04, 2026
Perennial Investment Advisors, LLC History No change 2,526 923 0.06% 0.06% 605 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Services, LLC History No change 2,517 920 0.55% 0.55% 606 0 0.0% Q2 2026 Jul 24, 2026
Gilliland Jeter Wealth Management LLC History No change 2,491 910 0.24% 0.24% 607 0 0.0% Q2 2026 Jul 29, 2026
STEPH & CO History No change 2,461 899 0.23% 0.23% 608 0 0.0% Q2 2026 Jul 16, 2026
Fusion Capital, LLC History No change 2,451 896 0.21% 0.21% 609 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 2,449 895 0.15% 0.15% 610 0 0.0% Q2 2026 Aug 05, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 2,430 888 0.41% 0.41% 611 0 0.0% Q2 2026 Jul 10, 2026
HOGE FINANCIAL SERVICES, LLC History No change 2,431 888 0.43% 0.43% 612 0 0.0% Q2 2026 Jul 29, 2026
Goodwin Investment Advisory History No change 2,423 886 1.78% 1.78% 613 0 0.0% Q2 2026 Aug 19, 2026
AVISO WEALTH MANAGEMENT History No change 2,407 880 0.3% 0.3% 614 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 2,396 876 0.04% 0.04% 615 0 0.0% Q2 2026 Jul 23, 2026
PFG Advisors History No change 2,396 876 0.04% 0.04% 616 0 0.0% Q2 2026 Jul 16, 2026
Anchor Investment Management, LLC History No change 2,373 867 0.07% 0.07% 617 0 0.0% Q2 2026 Sep 15, 2026
McClarren Financial Advisors, Inc. History No change 2,366 865 0.45% 0.45% 618 0 0.0% Q2 2026 Jul 17, 2026
GLR Partners, LLC History No change 2,361 863 0.4% 0.4% 619 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 2,357 862 0.05% 0.05% 620 0 0.0% Q2 2026 Jul 23, 2026
Arkadios Wealth Advisors History No change 2,357 862 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,352 860 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 23, 2026
55 North Private Wealth, LLC History No change 2,352 860 0.17% 0.17% 623 0 0.0% Q2 2026 Jul 07, 2026
Magnus Financial Group LLC History No change 2,340 855 0.06% 0.06% 624 0 0.0% Q2 2026 Jul 09, 2026
Coppell Advisory Solutions LLC History No change 4,625 847 0.07% 0.07% 625 0 0.0% Q2 2026 Aug 14, 2026
Solutions 4 Wealth, Ltd History No change 2,278 833 1.08% 1.08% 626 0 0.0% Q2 2026 Jul 29, 2026
Clarity Capital Advisors, LLC History No change 2,267 829 0.35% 0.35% 627 0 0.0% Q2 2026 Jul 13, 2026
Nvest Wealth Strategies, Inc. History No change 2,268 829 0.52% 0.52% 628 0 0.0% Q2 2026 Jul 10, 2026
Independence Asset Advisors, LLC History No change 2,259 826 0.22% 0.22% 629 0 0.0% Q2 2026 Jul 15, 2026
Houlihan Financial Resource Group, Ltd. History No change 2,257 825 0.29% 0.29% 630 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 2,252 823 0.09% 0.09% 631 0 0.0% Q2 2026 Jul 29, 2026
TSFG, LLC History No change 2,249 822 0.1% 0.1% 632 0 0.0% Q2 2026 Jul 23, 2026
River Street Advisors LLC History No change 2,245 820 0.24% 0.24% 633 0 0.0% Q2 2026 Jul 21, 2026
Smithfield Trust Co History No change 2,229 816 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 2,224 813 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 2,214 809 0.25% 0.25% 636 0 0.0% Q2 2026 Jul 30, 2026
WORLD EQUITY GROUP, INC. History No change 2,211 808 0.18% 0.18% 637 0 0.0% Q2 2026 Jul 09, 2026
Arrow Investment Advisors, LLC History No change 2,206 806 0.78% 0.78% 638 0 0.0% Q2 2026 Aug 04, 2026
Orin Green Financial, LLC History No change 2,205 806 0.3% 0.3% 639 0 0.0% Q2 2026 Jul 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,197 803 0.04% 0.04% 640 0 0.0% Q2 2026 Jul 20, 2026
Bell Bank History No change 2,195 802 0.03% 0.03% 641 0 0.0% Q2 2026 Jul 15, 2026
Bishop & Co Investment Management, LLC History No change 2,185 799 0.25% 0.25% 642 0 0.0% Q2 2026 Jul 22, 2026
McNamara Financial Services, Inc. History No change 2,179 796 0.14% 0.14% 643 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 2,179 796 0.16% 0.16% 644 0 0.0% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History No change 2,157 788 0.27% 0.27% 645 0 0.0% Q2 2026 Aug 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 2,153 787 0.18% 0.18% 646 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 2,152 786 0.14% 0.14% 647 0 0.0% Q2 2026 Aug 04, 2026
Northwest Wealth Advisors, LLC History No change 2,139 782 0.45% 0.45% 648 0 0.0% Q2 2026 Jul 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,134 780 0.04% 0.04% 649 0 0.0% Q2 2026 Jul 28, 2026
Busey Bank History No change 2,130 778 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,123 776 0.01% 0.01% 651 0 0.0% Q2 2026 Sep 23, 2026
Maridea Wealth Management LLC History No change 2,122 776 0.08% 0.08% 652 0 0.0% Q2 2026 Aug 06, 2026
FSA Advisors, Inc. History No change 2,119 774 0.35% 0.35% 653 0 0.0% Q2 2026 Aug 17, 2026
John A. Wolfe & Associates, Inc. History No change 2,117 774 1.07% 1.07% 654 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 2,113 772 0.03% 0.03% 655 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 2,076 759 0.03% 0.03% 656 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 2,074 758 0.04% 0.04% 657 0 0.0% Q2 2026 Aug 04, 2026
LEE DANNER & BASS INC History No change 2,067 755 0.04% 0.04% 658 0 0.0% Q2 2026 Jul 21, 2026
Main Street Financial Solutions, LLC History No change 2,063 754 0.05% 0.05% 659 0 0.0% Q2 2026 Aug 07, 2026
Wealth Preservation Advisors, LLC History No change 2,063 754 0.43% 0.43% 660 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,061 753 0.03% 0.03% 661 0 0.0% Q2 2026 Jul 16, 2026
FIRST TRUST ADVISORS LP History No change 2,058 752 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 2,041 746 0.14% 0.14% 663 0 0.0% Q2 2026 Aug 06, 2026
Csenge Advisory Group History No change 2,037 745 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,027 741 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
William Mack & Associates, Inc. History No change 2,002 732 0.26% 0.26% 666 0 0.0% Q2 2026 Jul 10, 2026
Dala Group, LLC History No change 1,987 726 0.6% 0.6% 667 0 0.0% Q2 2026 Aug 10, 2026
Tennessee Valley Asset Management Partners History No change 1,974 722 0.08% 0.08% 668 0 0.0% Q2 2026 Aug 10, 2026
Wheelhouse Advisory Group LLC History No change 1,969 719 0.2% 0.2% 669 0 0.0% Q2 2026 Jul 23, 2026
Silver Oak Advisory Group, Inc. History No change 1,959 716 0.28% 0.28% 670 0 0.0% Q2 2026 Jul 31, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,954 714 0.29% 0.29% 671 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,943 710 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 13, 2026
Steelhead Wealth Management LLC History No change 1,943 710 0.29% 0.29% 673 0 0.0% Q2 2026 Aug 13, 2026
InvesTrust History No change 1,939 709 0.27% 0.27% 674 0 0.0% Q2 2026 Jul 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 1,934 707 0.2% 0.2% 675 0 0.0% Q2 2026 Jul 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,927 704 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
Goepper Burkhardt LLC History No change 1,927 704 0.21% 0.21% 677 0 0.0% Q2 2026 Aug 10, 2026
Windward Private Wealth Management Inc. History No change 1,913 699 0.22% 0.22% 678 0 0.0% Q2 2026 Aug 04, 2026
Northwest Bancshares, Inc. History No change 1,909 698 0.13% 0.13% 679 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 1,908 697 0.11% 0.11% 680 0 0.0% Q2 2026 Jul 23, 2026
Resolute Advisors LLC History No change 1,901 695 0.17% 0.17% 681 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 1,886 689 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,875 679 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 22, 2026
Rockbridge Investment Management, LCC History No change 1,858 679 0.06% 0.06% 684 0 0.0% Q2 2026 Aug 14, 2026
Integrated Capital Management, LLC History No change 1,856 678 0.24% 0.24% 685 0 0.0% Q2 2026 Jul 31, 2026
McGuire Investment Group, LLC History No change 1,846 675 0.06% 0.06% 686 0 0.0% Q2 2026 Jul 27, 2026
Patriot Financial Group Insurance Agency, LLC History No change 1,841 673 0.07% 0.07% 687 0 0.0% Q2 2026 Jul 16, 2026
Shepherd Financial Partners LLC History No change 1,825 667 0.05% 0.05% 688 0 0.0% Q2 2026 Aug 10, 2026
Cassady Wealth & Retirement Planning, LLC History No change 1,821 666 0.31% 0.31% 689 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 1,814 663 0.03% 0.03% 690 0 0.0% Q2 2026 Aug 12, 2026
Everstar Asset Management, LLC History No change 1,803 659 0.32% 0.32% 691 0 0.0% Q2 2026 Aug 03, 2026
RKL Wealth Management LLC History No change 1,790 654 0.05% 0.05% 692 0 0.0% Q2 2026 Aug 10, 2026
Sellwood Investment Partners LLC History No change 1,790 654 0.23% 0.23% 693 0 0.0% Q2 2026 Jul 27, 2026
PENNINGTON PARTNERS & CO., LLC History No change 1,790 654 0.21% 0.21% 694 0 0.0% Q2 2026 Aug 14, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 1,788 653 0.34% 0.34% 695 0 0.0% Q2 2026 Aug 12, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 1,786 653 0.13% 0.13% 696 0 0.0% Q2 2026 Jul 07, 2026
WoodTrust Financial Corp History No change 1,784 652 0.08% 0.08% 697 0 0.0% Q2 2026 Jul 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 1,777 650 0.04% 0.04% 698 0 0.0% Q2 2026 Aug 13, 2026
SlateStone Wealth, LLC History No change 1,774 649 0.05% 0.05% 699 0 0.0% Q2 2026 Jul 20, 2026
NorthRock Partners, LLC History No change 1,771 647 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 1,767 646 0.01% 0.01% 701 0 0.0% Q2 2026 Jul 31, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,765 645 0.03% 0.03% 702 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 1,763 644 0.02% 0.02% 703 0 0.0% Q2 2026 Jul 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,756 642 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 14, 2026
NWAM LLC History No change 1,750 639 0.03% 0.03% 705 0 0.0% Q2 2026 Jul 23, 2026
Greenspring Advisors, LLC History No change 1,745 638 0.04% 0.04% 706 0 0.0% Q2 2026 Aug 11, 2026
Sightline Wealth Advisors, LLC History No change 1,739 635 0.23% 0.23% 707 0 0.0% Q2 2026 Jul 22, 2026
Key Client Fiduciary Advisors, LLC History No change 1,739 635 0.18% 0.18% 708 0 0.0% Q2 2026 Jul 09, 2026
Axis Wealth Partners, LLC History No change 1,731 632 0.3% 0.3% 709 0 0.0% Q2 2026 Jul 28, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 1,721 629 0.26% 0.26% 710 0 0.0% Q2 2026 Jul 14, 2026
Colter Lewis Investment Partners LLC History No change 1,722 629 0.28% 0.28% 711 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 1,796 627 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 14, 2026
Petix & Botte Co History No change 1,710 625 0.13% 0.13% 713 0 0.0% Q2 2026 Aug 04, 2026
K2 Financial Inc. History No change 1,731 624 0.44% 0.44% 714 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 1,703 622 0.01% 0.01% 715 0 0.0% Q2 2026 Jul 23, 2026
Discipline Wealth Solutions, LLC History No change 1,702 622 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 21, 2026
Unconventional Investor, LLC History No change 1,697 620 0.26% 0.26% 717 0 0.0% Q2 2026 Aug 18, 2026
Jacobi Capital Management LLC History No change 1,694 619 0.03% 0.03% 718 0 0.0% Q2 2026 Jul 31, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,688 617 0.03% 0.03% 719 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History No change 1,688 617 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 1,687 616 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 11, 2026
Provident Wealth Management, LLC History No change 1,678 613 0.16% 0.16% 722 0 0.0% Q2 2026 Aug 04, 2026
Finward Bancorp History No change 1,655 605 0.46% 0.46% 723 0 0.0% Q2 2026 Jul 16, 2026
SBI Securities Co., Ltd. History No change 1,651 603 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 1,646 602 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 22, 2026
Empower Advisory Group, LLC History No change 1,631 596 0.0% 0.0% 726 0 0.0% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,624 594 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,618 591 0.04% 0.04% 728 0 0.0% Q2 2026 Jul 31, 2026
Markowski Investments History No change 1,609 588 0.13% 0.13% 729 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 1,602 585 0.05% 0.05% 730 0 0.0% Q2 2026 Aug 03, 2026
Clearstead Advisors, LLC History No change 1,594 583 0.01% 0.01% 731 0 0.0% Q2 2026 Aug 06, 2026
Amplius Wealth Advisors, LLC History No change 1,591 581 0.04% 0.04% 732 0 0.0% Q2 2026 Jul 17, 2026
Hexagon Capital Partners LLC History No change 1,583 579 0.08% 0.08% 733 0 0.0% Q2 2026 Aug 06, 2026
Fearless Solutions, LLC dba Best Invest History No change 1,579 577 0.3% 0.3% 734 0 0.0% Q2 2026 Jul 21, 2026
Valmark Advisers, Inc. History No change 1,574 575 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 06, 2026
Invst, LLC History No change 1,570 574 0.06% 0.06% 736 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 1,572 574 0.01% 0.01% 737 0 0.0% Q2 2026 Jul 29, 2026
J. Derek Lewis & Associates Inc. History No change 1,566 573 0.11% 0.11% 738 0 0.0% Q2 2026 Jul 31, 2026
Choate Investment Advisors History No change 1,557 569 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 11, 2026
MWA Asset Management History No change 1,557 569 0.26% 0.26% 740 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Bancorp, Inc. History No change 1,549 566 0.15% 0.15% 741 0 0.0% Q2 2026 Jul 28, 2026
CHRISTINE MESSMER PC History No change 1,549 566 0.32% 0.32% 742 0 0.0% Q2 2026 Jul 23, 2026
Chevy Chase Trust Holdings, LLC History No change 1,547 565 0.0% 0.0% 743 0 0.0% Q2 2026 Aug 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,543 564 0.13% 0.13% 744 0 0.0% Q2 2026 Jul 08, 2026
Agate Pass Investment Management, LLC History No change 1,524 557 0.21% 0.21% 745 0 0.0% Q2 2026 Jul 08, 2026
MCDONALD PARTNERS LLC History No change 1,520 555 0.13% 0.13% 746 0 0.0% Q2 2026 Jul 28, 2026
COURIER CAPITAL LLC History No change 1,517 554 0.03% 0.03% 747 0 0.0% Q2 2026 Jul 16, 2026
Financial Freedom, LLC History No change 1,512 552 0.25% 0.25% 748 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 1,507 551 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 1,506 550 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 10, 2026
Asempa Wealth Advisors History No change 1,502 549 0.41% 0.41% 751 0 0.0% Q2 2026 Jul 13, 2026
Curry Webb Wealth Management LLC History No change 1,500 548 0.23% 0.23% 752 0 0.0% Q2 2026 Aug 13, 2026
Tactive Advisors, LLC History No change 1,497 547 0.13% 0.13% 753 0 0.0% Q2 2026 Jul 08, 2026
Aspen Grove Capital, LLC History No change 1,495 546 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 14, 2026
Thayer Partners, LLC / MA History No change 1,488 544 0.23% 0.23% 755 0 0.0% Q2 2026 Jul 31, 2026
Confluence Wealth Services, Inc. History No change 1,487 543 0.02% 0.02% 756 0 0.0% Q2 2026 Jul 22, 2026
LaSalle St. Investment Advisors, LLC History No change 1,478 540 0.07% 0.07% 757 0 0.0% Q2 2026 Aug 11, 2026
Convergence Financial, LLC History No change 1,474 539 0.04% 0.04% 758 0 0.0% Q2 2026 Aug 05, 2026
Kaizen Financial Strategies History No change 1,486 538 0.17% 0.17% 759 0 0.0% Q2 2026 Jul 30, 2026
ProVise Management Group, LLC History No change 1,469 537 0.04% 0.04% 760 0 0.0% Q2 2026 Aug 03, 2026
Bravias Capital Group, LLC History No change 1,452 531 0.32% 0.32% 761 0 0.0% Q2 2026 Jul 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,450 530 0.08% 0.08% 762 0 0.0% Q2 2026 Aug 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 1,449 529 0.05% 0.05% 763 0 0.0% Q2 2026 Jul 16, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,444 528 0.18% 0.18% 764 0 0.0% Q2 2026 Jul 07, 2026
SPINNAKER TRUST History No change 1,445 528 0.03% 0.03% 765 0 0.0% Q2 2026 Aug 03, 2026
S.A. Mason LLC History No change 1,444 528 0.16% 0.16% 766 0 0.0% Q2 2026 Jul 31, 2026
Financial Insights, Inc. History No change 1,441 527 0.14% 0.14% 767 0 0.0% Q2 2026 Aug 25, 2026
PDS Planning, Inc History No change 1,436 525 0.03% 0.03% 768 0 0.0% Q2 2026 Aug 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,433 524 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 16, 2026
Headland Capital, LLC History No change 1,429 522 0.13% 0.13% 770 0 0.0% Q2 2026 Jul 29, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,525 521 0.1% 0.1% 771 0 0.0% Q2 2026 Jul 27, 2026
Clearwater Capital Advisors, LLC History No change 1,427 521 0.04% 0.04% 772 0 0.0% Q2 2026 Aug 06, 2026
WEALTHSPAN PARTNERS, LLC History No change 1,427 521 0.16% 0.16% 773 0 0.0% Q2 2026 Aug 06, 2026
Alteri Wealth LLC History No change 1,422 520 0.14% 0.14% 774 0 0.0% Q2 2026 Jul 29, 2026
Arsenal Capital Advisors LLC History No change 1,411 515 0.3% 0.3% 775 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 1,406 514 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Services, Inc. History No change 1,408 514 0.02% 0.02% 777 0 0.0% Q2 2026 Aug 24, 2026
Sensible Money, LLC History No change 1,407 514 0.14% 0.14% 778 0 0.0% Q2 2026 Jul 30, 2026
FF Advisors,LLC History No change 1,401 512 0.19% 0.19% 779 0 0.0% Q2 2026 Jul 29, 2026
Taylor Financial Group, Inc. History No change 1,393 509 0.28% 0.28% 780 0 0.0% Q2 2026 Jul 24, 2026
LongView Wealth Management History No change 1,392 508 0.13% 0.13% 781 0 0.0% Q2 2026 Jul 17, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,384 506 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 28, 2026
Keebeck Wealth Management History No change 1,386 506 0.05% 0.05% 783 0 0.0% Q2 2026 Aug 11, 2026
EWA, LLC History No change 1,383 505 0.09% 0.09% 784 0 0.0% Q2 2026 Jul 14, 2026
NavPoint Financial, Inc. History No change 1,378 503 0.19% 0.19% 785 0 0.0% Q2 2026 Jul 23, 2026
Argentarii, LLC History No change 1,387 501 0.15% 0.15% 786 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,369 500 0.01% 0.01% 787 0 0.0% Q2 2026 Aug 04, 2026
VSM Wealth Advisory, LLC History No change 1,366 499 0.13% 0.13% 788 0 0.0% Q2 2026 Jul 22, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,364 498 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 14, 2026
LGL PARTNERS, LLC History No change 1,356 495 0.18% 0.18% 790 0 0.0% Q2 2026 Jul 27, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 1,351 494 0.06% 0.06% 791 0 0.0% Q2 2026 Jul 20, 2026
Narwhal Capital Management History No change 1,350 493 0.03% 0.03% 792 0 0.0% Q2 2026 Jul 24, 2026
AIMZ Investment Advisors, LLC History No change 1,345 491 0.14% 0.14% 793 0 0.0% Q2 2026 Aug 13, 2026
PLANNING DIRECTIONS INC History No change 1,341 490 0.23% 0.23% 794 0 0.0% Q2 2026 Aug 10, 2026
Segment Wealth Management, LLC History No change 1,340 490 0.03% 0.03% 795 0 0.0% Q2 2026 Jul 16, 2026
Florida Trust Wealth Management Co History No change 1,340 490 0.01% 0.01% 796 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 1,335 488 0.02% 0.02% 797 0 0.0% Q2 2026 Aug 06, 2026
Garden State Investment Advisory Services LLC History No change 1,335 488 0.09% 0.09% 798 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 1,336 488 0.15% 0.15% 799 0 0.0% Q2 2026 Jul 31, 2026
Ascent Group, LLC History No change 1,333 487 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 03, 2026
Davis Investment Partners, LLC History No change 1,326 484 0.15% 0.15% 801 0 0.0% Q2 2026 Aug 07, 2026
Principle Wealth Partners LLC History No change 1,321 483 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 07, 2026
Grove Street Fiduciary, LLC History No change 1,319 482 0.2% 0.2% 803 0 0.0% Q2 2026 Jul 23, 2026
Miller Financial Services LLC History No change 1,317 481 0.39% 0.39% 804 0 0.0% Q2 2026 Jul 29, 2026
GREENLEAF TRUST History No change 1,305 477 0.0% 0.0% 805 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 1,302 476 0.02% 0.02% 806 0 0.0% Q2 2026 Jul 23, 2026
Clark Asset Management, LLC History No change 1,303 476 0.04% 0.04% 807 0 0.0% Q2 2026 Jul 07, 2026
Integrity Advisory Solutions, LLC History No change 1,289 471 0.05% 0.05% 808 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,287 470 0.03% 0.03% 809 0 0.0% Q2 2026 Aug 05, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,281 468 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 14, 2026
Estate Counselors, LLC History No change 1,280 468 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 07, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,272 465 0.04% 0.04% 812 0 0.0% Q2 2026 Jul 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,263 462 0.08% 0.08% 813 0 0.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,263 461 0.03% 0.03% 814 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 1,250 457 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 1,247 456 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 1,247 456 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 07, 2026
WBH ADVISORY INC History No change 1,244 454 0.03% 0.03% 818 0 0.0% Q2 2026 Aug 05, 2026
Athena Investment Management History No change 1,244 454 0.27% 0.27% 819 0 0.0% Q2 2026 Aug 06, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 1,240 453 0.13% 0.13% 820 0 0.0% Q2 2026 Aug 04, 2026
GEN Financial Management, INC. History No change 1,240 453 0.27% 0.27% 821 0 0.0% Q2 2026 Jul 24, 2026
Peterson Wealth Advisors, LLC History No change 1,237 452 0.05% 0.05% 822 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 1,231 450 0.02% 0.02% 823 0 0.0% Q2 2026 Aug 05, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 1,221 446 0.06% 0.06% 824 0 0.0% Q2 2026 Jul 20, 2026
Stewardship Advisors, LLC History No change 1,221 446 0.09% 0.09% 825 0 0.0% Q2 2026 Jul 20, 2026
Richard P Slaughter Associates Inc History No change 1,221 446 0.09% 0.09% 826 0 0.0% Q2 2026 Jul 13, 2026
Verus Financial Partners, Inc. History No change 1,217 445 0.04% 0.04% 827 0 0.0% Q2 2026 Jul 21, 2026
SAXON INTERESTS, INC. History No change 1,215 444 0.12% 0.12% 828 0 0.0% Q2 2026 Aug 12, 2026
WEST BANCORPORATION INC History No change 1,214 443 0.19% 0.19% 829 0 0.0% Q2 2026 Jul 23, 2026
Mesirow Financial Investment Management, Inc. History No change 1,211 442 0.01% 0.01% 830 0 0.0% Q2 2026 Jul 22, 2026
Capital Advantage, Inc. History No change 1,197 437 0.05% 0.05% 831 0 0.0% Q2 2026 Jul 13, 2026
Essex Financial Services, Inc. History No change 1,192 436 0.02% 0.02% 832 0 0.0% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 1,193 436 0.03% 0.03% 833 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 1,186 433 0.04% 0.04% 834 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,185 433 0.06% 0.06% 835 0 0.0% Q2 2026 Aug 14, 2026
Regent Peak Wealth Advisors LLC History No change 1,183 432 0.08% 0.08% 836 0 0.0% Q2 2026 Jul 10, 2026
Evanson Financial, LLC History No change 1,181 431 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 07, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,173 428 0.04% 0.04% 838 0 0.0% Q2 2026 Jul 14, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 1,170 427 0.3% 0.3% 839 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History No change 1,165 426 0.03% 0.03% 840 0 0.0% Q2 2026 Jul 15, 2026
Planning Strategies Inc. History Reduced 1,256 424 0.25% 0.3% 841 -39 -3.01% Q3 2026 Oct 02, 2026
Salomon & Ludwin, LLC History No change 1,206 423 0.03% 0.03% 842 0 0.0% Q2 2026 Aug 07, 2026
Facet Wealth, Inc. History No change 1,155 422 0.01% 0.01% 843 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,147 419 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 12, 2026
CWA Asset Management Group, LLC History No change 1,143 418 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 14, 2026
SMITH, MOORE & CO. History No change 1,139 416 0.03% 0.03% 846 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 1,129 412 0.01% 0.01% 847 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 1,121 409 0.07% 0.07% 848 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 1,118 408 0.01% 0.01% 849 0 0.0% Q2 2026 Jul 28, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 1,118 408 0.09% 0.09% 850 0 0.0% Q2 2026 Jul 07, 2026
Synergy Investment Management, LLC History No change 1,164 408 0.1% 0.1% 851 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 1,115 407 0.03% 0.03% 852 0 0.0% Q2 2026 Aug 10, 2026
LaFleur & Godfrey LLC History No change 1,106 404 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 15, 2026
Farmers National Bank History No change 1,106 404 0.08% 0.08% 854 0 0.0% Q2 2026 Aug 11, 2026
MYCIO WEALTH PARTNERS, LLC History No change 1,102 403 0.08% 0.08% 855 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 1,097 401 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 04, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 1,099 401 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 27, 2026
Passive Capital Management, LLC. History No change 1,330 401 0.13% 0.13% 858 0 0.0% Q2 2026 Aug 10, 2026
ARK & TLK INVESTMENTS, LLC History No change 1,098 401 0.1% 0.1% 859 0 0.0% Q2 2026 Jul 20, 2026
Graney & King, LLC History No change 1,091 399 0.14% 0.14% 860 0 0.0% Q2 2026 Aug 07, 2026
IPG Investment Advisors LLC History No change 1,091 398 0.06% 0.06% 861 0 0.0% Q2 2026 Aug 12, 2026
M.E. ALLISON & CO., INC. History No change 1,089 398 0.23% 0.23% 862 0 0.0% Q2 2026 Jul 07, 2026
DEUTSCHE BANK AG\ History No change 1,083 396 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 07, 2026
Axim Planning & Wealth History No change 1,084 396 0.55% 0.55% 864 0 0.0% Q2 2026 Aug 13, 2026
Hoxton Planning & Management, LLC History No change 1,078 394 0.1% 0.1% 865 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History No change 1,076 393 0.1% 0.1% 866 0 0.0% Q2 2026 Jul 24, 2026
Hurlow Wealth Management Group, Inc. History No change 1,072 392 0.08% 0.08% 867 0 0.0% Q2 2026 Aug 05, 2026
Thrive Wealth Management, LLC History No change 1,067 390 0.05% 0.05% 868 0 0.0% Q2 2026 Jul 07, 2026
Advisory Advocates, LLC History No change 1,061 388 0.33% 0.33% 869 0 0.0% Q2 2026 Aug 10, 2026
Belvedere Trading LLC History No change 1,051 384 0.0% 0.0% 870 0 0.0% Q2 2026 Jul 31, 2026
HEADINVEST, LLC History No change 1,046 382 0.07% 0.07% 871 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 1,047 382 0.01% 0.01% 872 0 0.0% Q2 2026 Jul 15, 2026
PUREfi Wealth, LLC History No change 1,040 380 0.21% 0.21% 873 0 0.0% Q2 2026 Jul 27, 2026
M3 Advisory Group, LLC History No change 1,029 376 0.19% 0.19% 874 0 0.0% Q2 2026 Jul 24, 2026
Roble, Belko & Company, Inc History No change 1,017 372 0.04% 0.04% 875 0 0.0% Q2 2026 Jul 24, 2026
Merited Wealth, LLC History No change 1,018 372 0.26% 0.26% 876 0 0.0% Q2 2026 Aug 14, 2026
Crusonia Wealth Advisors LLC History No change 1,016 371 0.06% 0.06% 877 0 0.0% Q2 2026 Jul 30, 2026
Net Worth Advisory Group History No change 1,005 367 0.09% 0.09% 878 0 0.0% Q2 2026 Jul 13, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 1,004 367 0.32% 0.32% 879 0 0.0% Q2 2026 Jul 14, 2026
Gilbert & Cook, Inc. History No change 999 365 0.04% 0.04% 880 0 0.0% Q2 2026 Jul 28, 2026
Cypress Wealth Services, LLC History No change 1,000 365 0.04% 0.04% 881 0 0.0% Q2 2026 Jul 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 1,000 365 0.05% 0.05% 882 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 996 364 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 13, 2026
Prospect Financial Services LLC History No change 996 364 0.18% 0.18% 884 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 985 360 0.04% 0.04% 885 0 0.0% Q2 2026 Aug 04, 2026
Vanguard National Trust Co History No change 987 360 0.02% 0.02% 886 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 987 360 0.22% 0.22% 887 0 0.0% Q2 2026 Aug 17, 2026
Register Financial Advisors LLC History No change 977 357 0.11% 0.11% 888 0 0.0% Q2 2026 Jul 15, 2026
CHAPIN DAVIS, INC. History No change 970 354 0.06% 0.06% 889 0 0.0% Q2 2026 Jul 07, 2026
Bluespring Wealth Management, LLC History No change 970 354 0.01% 0.01% 890 0 0.0% Q2 2026 Aug 11, 2026
Align Financial, LLC History No change 956 349 0.17% 0.17% 891 0 0.0% Q2 2026 Jul 27, 2026
Scott Capital Advisors, LLC History No change 952 348 0.05% 0.05% 892 0 0.0% Q2 2026 Jul 10, 2026
SUTTON PLACE INVESTORS LLC History No change 949 347 0.17% 0.17% 893 0 0.0% Q2 2026 Aug 06, 2026
Apollon Financial, LLC History No change 944 345 0.04% 0.04% 894 0 0.0% Q2 2026 Jul 22, 2026
Strategic Wealth Partners, Ltd. History No change 935 341 0.02% 0.02% 895 0 0.0% Q2 2026 Aug 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 933 341 0.02% 0.02% 896 0 0.0% Q2 2026 Jul 15, 2026
Fifth Third Wealth Advisors LLC History No change 935 341 0.01% 0.01% 897 0 0.0% Q2 2026 Jul 17, 2026
WRAPMANAGER INC History No change 928 339 0.11% 0.11% 898 0 0.0% Q2 2026 Aug 05, 2026
Galvin, Gaustad & Stein, LLC History No change 926 338 0.02% 0.02% 899 0 0.0% Q2 2026 Jul 29, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 914 334 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 20, 2026
Bogart Wealth, LLC History No change 913 333 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Advisory Group LLC History No change 912 333 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 17, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 912 333 0.11% 0.11% 903 0 0.0% Q2 2026 Jul 21, 2026
Innovative Wealth Building LLC History No change 908 332 0.19% 0.19% 904 0 0.0% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 905 330 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 900 329 0.04% 0.04% 906 0 0.0% Q2 2026 Jul 20, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 905 328 0.11% 0.11% 907 0 0.0% Q2 2026 Aug 13, 2026
TI-TRUST, INC History No change 899 328 0.18% 0.18% 908 0 0.0% Q2 2026 Jul 23, 2026
Sepio Capital, LP History No change 897 327 0.02% 0.02% 909 0 0.0% Q2 2026 Jul 28, 2026
WealthTrak Capital Management LLC History No change 887 324 0.21% 0.21% 910 0 0.0% Q2 2026 Aug 04, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 882 322 0.2% 0.2% 911 0 0.0% Q2 2026 Jul 28, 2026
Lynx Investment Advisory History No change 862 315 0.1% 0.1% 912 0 0.0% Q2 2026 Jul 27, 2026
Wealth Dimensions Group, Ltd. History No change 856 313 0.06% 0.06% 913 0 0.0% Q2 2026 Jul 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 853 312 0.0% 0.0% 914 0 0.0% Q2 2026 Sep 23, 2026
Richmond Investment Services, LLC History No change 854 312 0.1% 0.1% 915 0 0.0% Q2 2026 Jul 27, 2026
Kropog Financial Group, LLC History No change 854 312 0.22% 0.22% 916 0 0.0% Q2 2026 Aug 06, 2026
LWM ADVISORS INC History No change 851 311 0.23% 0.23% 917 0 0.0% Q2 2026 Jul 09, 2026
TIAA Wealth Investment Management LLC History No change 862 311 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 848 310 0.03% 0.03% 919 0 0.0% Q2 2026 Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 842 307 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 24, 2026
Destination Wealth Management History No change 841 307 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 840 307 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 840 307 0.06% 0.06% 923 0 0.0% Q2 2026 Jul 20, 2026
Wealthquest Corp History No change 834 305 0.02% 0.02% 924 0 0.0% Q2 2026 Jul 23, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 836 305 0.07% 0.07% 925 0 0.0% Q2 2026 Jul 09, 2026
Rossmore Private Capital History No change 833 304 0.02% 0.02% 926 0 0.0% Q2 2026 Jul 31, 2026
Linscomb Wealth, Inc. History No change 829 303 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 31, 2026
Argent Advisors, Inc. History No change 830 303 0.08% 0.08% 928 0 0.0% Q2 2026 Aug 05, 2026
ADVOCATE GROUP LLC History No change 829 303 0.05% 0.05% 929 0 0.0% Q2 2026 Jul 17, 2026
Bryn Mawr Trust Advisors, LLC History No change 826 302 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 826 302 0.03% 0.03% 931 0 0.0% Q2 2026 Jul 22, 2026
TFC Financial Management, Inc. History No change 828 302 0.03% 0.03% 932 0 0.0% Q2 2026 Jul 23, 2026
Asset Allocation Strategies LLC History No change 826 301 0.05% 0.05% 933 0 0.0% Q2 2026 Aug 17, 2026
Western Reserve Capital Management, LLC History No change 824 301 0.22% 0.22% 934 0 0.0% Q2 2026 Jul 21, 2026
Per Stirling Capital Management, LLC. History No change 823 300 0.03% 0.03% 935 0 0.0% Q2 2026 Aug 14, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 822 300 0.17% 0.17% 936 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History No change 819 299 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 28, 2026
HM PAYSON & CO History No change 813 297 0.0% 0.0% 938 0 0.0% Q2 2026 Jul 17, 2026
American Money Management, LLC History No change 811 296 0.04% 0.04% 939 0 0.0% Q2 2026 Aug 13, 2026
Gemmer Asset Management LLC History No change 810 296 0.02% 0.02% 940 0 0.0% Q2 2026 Jul 15, 2026
Horizon Investment Services, LLC History No change 808 295 0.08% 0.08% 941 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 807 295 0.11% 0.11% 942 0 0.0% Q2 2026 Jul 20, 2026
Capital Analysts, LLC History No change 801 294 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 802 293 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 799 292 0.15% 0.15% 945 0 0.0% Q2 2026 Aug 10, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 791 289 0.06% 0.06% 946 0 0.0% Q2 2026 Aug 11, 2026
Professional Financial Advisors, LLC History No change 787 287 0.05% 0.05% 947 0 0.0% Q2 2026 Jul 09, 2026
Modern Wealth Management, LLC History No change 785 287 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 13, 2026
PHILADELPHIA TRUST CO History No change 783 286 0.02% 0.02% 949 0 0.0% Q2 2026 Aug 10, 2026
Cannon Financial Strategists, Inc. History No change 781 285 0.03% 0.03% 950 0 0.0% Q2 2026 Aug 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 778 284 0.01% 0.01% 951 0 0.0% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History No change 779 284 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 775 283 0.02% 0.02% 953 0 0.0% Q2 2026 Jul 28, 2026
Rollins Financial Advisors, LLC History No change 773 282 0.04% 0.04% 954 0 0.0% Q2 2026 Aug 04, 2026
SC&H Financial Advisors, Inc. History No change 773 282 0.04% 0.04% 955 0 0.0% Q2 2026 Aug 04, 2026
WPG Advisers, LLC History No change 770 281 0.17% 0.17% 956 0 0.0% Q2 2026 Aug 05, 2026
Lexington Hill Partners, LLC History No change 767 280 0.14% 0.14% 957 0 0.0% Q2 2026 Jul 08, 2026
Traynor Capital Management, Inc. History No change 762 278 0.01% 0.01% 958 0 0.0% Q2 2026 Jul 22, 2026
Beaumont Asset Management, L.L.C. History No change 761 278 0.11% 0.11% 959 0 0.0% Q2 2026 Jul 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 762 278 0.02% 0.02% 960 0 0.0% Q2 2026 Jul 27, 2026
JMG Financial Group, Ltd. History No change 758 277 0.01% 0.01% 961 0 0.0% Q2 2026 Jul 31, 2026
Dynamic Financial Group History No change 758 277 0.21% 0.21% 962 0 0.0% Q2 2026 Jul 27, 2026
REDW Wealth LLC History No change 752 275 0.1% 0.1% 963 0 0.0% Q2 2026 Jul 30, 2026
TECTONIC ADVISORS LLC History No change 754 275 0.01% 0.01% 964 0 0.0% Q2 2026 Jul 15, 2026
N.E.W. Advisory Services LLC History No change 750 274 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 06, 2026
Cove Private Wealth, LLC History No change 750 274 0.05% 0.05% 966 0 0.0% Q2 2026 Jul 31, 2026
Foster Group, Inc. History No change 746 272 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 07, 2026
Investment Research & Advisory Group, Inc. History No change 742 271 0.08% 0.08% 968 0 0.0% Q2 2026 Jul 23, 2026
F/m Investments LLC History No change 740 270 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 05, 2026
Precision Wealth Strategies, LLC History No change 737 269 0.08% 0.08% 970 0 0.0% Q2 2026 Aug 10, 2026
Madison Wealth Partners, Inc History No change 736 269 0.03% 0.03% 971 0 0.0% Q2 2026 Aug 12, 2026
New England Private Wealth Advisors LLC History No change 785 268 0.03% 0.03% 972 0 0.0% Q2 2026 Aug 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 731 267 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 20, 2026
Vident Advisory, LLC History No change 729 266 0.0% 0.0% 974 0 0.0% Q2 2026 Aug 12, 2026
SFI Advisors, LLC History No change 728 266 0.23% 0.23% 975 0 0.0% Q2 2026 Jul 27, 2026
KCM INVESTMENT ADVISORS LLC History No change 725 265 0.01% 0.01% 976 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 727 265 0.03% 0.03% 977 0 0.0% Q2 2026 Jul 22, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 727 265 0.09% 0.09% 978 0 0.0% Q2 2026 Aug 03, 2026
Madison Park Capital Advisors, LLC History No change 14,000 262 0.19% 0.19% 979 0 0.0% Q2 2026 Jul 07, 2026
Forefront Wealth Partners, LLC History No change 718 262 0.08% 0.08% 980 0 0.0% Q2 2026 Aug 20, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 715 261 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 20, 2026
Atlas Brown,Inc. History No change 715 261 0.07% 0.07% 982 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 713 260 0.0% 0.0% 983 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 705 258 0.03% 0.03% 984 0 0.0% Q2 2026 Jul 27, 2026
KEYVANTAGE WEALTH, LLC History No change 706 258 0.1% 0.1% 985 0 0.0% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History No change 705 257 0.03% 0.03% 986 0 0.0% Q2 2026 Jul 22, 2026
Smith Salley Wealth Management History No change 695 254 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 696 254 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 06, 2026
TPG Financial Advisors, LLC History No change 694 253 0.08% 0.08% 989 0 0.0% Q2 2026 Aug 10, 2026
Investment Advisory Group, LLC History No change 694 253 0.05% 0.05% 990 0 0.0% Q2 2026 Aug 06, 2026
Heritage Trust Co History No change 691 252 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 06, 2026
BEACON FINANCIAL GROUP History No change 689 251 0.02% 0.02% 992 0 0.0% Q2 2026 Jul 16, 2026
Callan Family Office, LLC History No change 687 251 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 11, 2026
Fairscale Capital, LLC History No change 689 251 0.15% 0.15% 994 0 0.0% Q2 2026 Aug 07, 2026
Blackston Financial Advisory Group, LLC History No change 684 250 0.14% 0.14% 995 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 677 249 0.07% 0.07% 996 0 0.0% Q2 2026 Jul 30, 2026
Sageworth Trust Co History No change 682 249 0.01% 0.01% 997 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 683 249 0.1% 0.1% 998 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 817 246 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 673 246 0.09% 0.09% 1000 0 0.0% Q2 2026 Jul 30, 2026
Western Financial Corp/CA History No change 675 246 0.07% 0.07% 1001 0 0.0% Q2 2026 Jul 22, 2026
Obermeyer Wealth Partners History No change 672 245 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 29, 2026
1776 Wealth LLC History No change 672 245 0.09% 0.09% 1003 0 0.0% Q2 2026 Aug 10, 2026
BURLING WEALTH PARTNERS, LLC History No change 670 245 0.04% 0.04% 1004 0 0.0% Q2 2026 Aug 04, 2026
Keel Point, LLC History No change 665 243 0.01% 0.01% 1005 0 0.0% Q2 2026 Aug 14, 2026
Birchwood Financial Partners, Inc. History No change 659 241 0.2% 0.2% 1006 0 0.0% Q2 2026 Aug 06, 2026
Veratis Advisors, Inc. History No change 662 241 0.17% 0.17% 1007 0 0.0% Q2 2026 Aug 13, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 657 240 0.2% 0.2% 1008 0 0.0% Q2 2026 Jul 24, 2026
Carr Financial Group Corp History No change 656 240 0.06% 0.06% 1009 0 0.0% Q2 2026 Aug 06, 2026
Inman Jager Wealth Management, LLC History No change 658 240 0.13% 0.13% 1010 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 657 240 0.03% 0.03% 1011 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 655 239 0.0% 0.0% 1012 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 654 239 0.0% 0.0% 1013 0 0.0% Q2 2026 Aug 06, 2026
Sage Financial Management Group, Inc. History No change 656 239 0.07% 0.07% 1014 0 0.0% Q2 2026 Jul 24, 2026
180 WEALTH ADVISORS, LLC History No change 654 238 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 07, 2026
Midwest Financial Group LLC History No change 651 238 0.08% 0.08% 1016 0 0.0% Q2 2026 Jul 21, 2026
Stenger Family Office, LLC History No change 2,308 238 0.04% 0.04% 1017 0 0.0% Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History No change 673 238 0.11% 0.11% 1018 0 0.0% Q2 2026 Jul 15, 2026
PW ADVISORS, LLC \ FL History No change 651 238 0.16% 0.16% 1019 0 0.0% Q2 2026 Aug 06, 2026
WATERS PARKERSON & CO., LLC History No change 650 237 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 30, 2026
Huntleigh Advisors, Inc. History No change 650 237 0.03% 0.03% 1021 0 0.0% Q2 2026 Aug 04, 2026
Gradient Investments LLC History No change 650 237 0.0% 0.0% 1022 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Wealth Group, LLC History No change 649 237 0.01% 0.01% 1023 0 0.0% Q2 2026 Jul 27, 2026
ORBA Wealth Advisors, L.L.C. History No change 649 237 0.2% 0.2% 1024 0 0.0% Q2 2026 Jul 23, 2026
ENTRUST FINANCIAL LLC History No change 650 237 0.15% 0.15% 1025 0 0.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History No change 646 236 0.01% 0.01% 1026 0 0.0% Q2 2026 Jul 29, 2026
Samalin Investment Counsel, LLC History No change 644 235 0.07% 0.07% 1027 0 0.0% Q2 2026 Jul 27, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 645 235 0.09% 0.09% 1028 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Management, LLC History No change 641 234 0.08% 0.08% 1029 0 0.0% Q2 2026 Jul 07, 2026
FDx Advisors, Inc. History No change 636 233 0.07% 0.07% 1030 0 0.0% Q2 2026 Aug 04, 2026
CHANNEL WEALTH LLC History No change 639 233 0.05% 0.05% 1031 0 0.0% Q2 2026 Aug 04, 2026
Five Pine Wealth Management History No change 638 233 0.13% 0.13% 1032 0 0.0% Q2 2026 Aug 13, 2026
SJBENEN ADVISORY, LLC History No change 650 232 0.13% 0.13% 1033 0 0.0% Q2 2026 Aug 10, 2026
Badgley Phelps Wealth Managers, LLC History No change 636 232 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 31, 2026
Planning Center, Inc. History No change 632 231 0.02% 0.02% 1035 0 0.0% Q2 2026 Jul 29, 2026
Soltis Investment Advisors LLC History No change 631 230 0.01% 0.01% 1036 0 0.0% Q2 2026 Jul 31, 2026
Dupree Financial Group, LLC History No change 627 229 0.09% 0.09% 1037 0 0.0% Q2 2026 Jul 23, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 625 228 0.15% 0.15% 1038 0 0.0% Q2 2026 Aug 13, 2026
SIERRA OCEAN, LLC History No change 625 228 0.16% 0.16% 1039 0 0.0% Q2 2026 Aug 07, 2026
Magnolia Private Wealth, LLC History No change 626 228 0.13% 0.13% 1040 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 623 227 0.01% 0.01% 1041 0 0.0% Q2 2026 Jul 28, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 622 227 0.04% 0.04% 1042 0 0.0% Q2 2026 Jul 09, 2026
Kathmere Capital Management, LLC History No change 616 225 0.01% 0.01% 1043 0 0.0% Q2 2026 Jul 29, 2026
SFMG, LLC History No change 614 224 0.01% 0.01% 1044 0 0.0% Q2 2026 Aug 13, 2026
WEALTH EFFECTS LLC History No change 614 224 0.06% 0.06% 1045 0 0.0% Q2 2026 Aug 06, 2026
Vantage Point Financial LLC History No change 613 224 0.07% 0.07% 1046 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 611 223 0.01% 0.01% 1047 0 0.0% Q2 2026 Aug 07, 2026
Triton Financial Group Inc History No change 611 223 0.13% 0.13% 1048 0 0.0% Q2 2026 Aug 17, 2026
Nilsine Partners, LLC History No change 610 223 0.02% 0.02% 1049 0 0.0% Q2 2026 Jul 24, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 612 223 0.04% 0.04% 1050 0 0.0% Q2 2026 Aug 06, 2026
Mill Capital Management, LLC History No change 600 219 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 03, 2026
PACK Private Wealth, LLC History No change 600 219 0.09% 0.09% 1052 0 0.0% Q2 2026 Aug 12, 2026
TME FINANCIAL, INC. History No change 599 218 0.13% 0.13% 1053 0 0.0% Q2 2026 Jul 23, 2026
Alaska Wealth Advisors, LLC History No change 586 214 0.02% 0.02% 1054 0 0.0% Q2 2026 Aug 11, 2026
Crumly & Associates Inc. History No change 587 214 0.04% 0.04% 1055 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors, Ltd. LLC History No change 581 213 0.02% 0.02% 1056 0 0.0% Q2 2026 Jul 16, 2026
Legacy Capital Wealth Partners, LLC History No change 585 213 0.04% 0.04% 1057 0 0.0% Q2 2026 Aug 12, 2026
Forvis Mazars Wealth Advisors, LLC History No change 582 212 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 580 212 0.32% 0.32% 1059 0 0.0% Q2 2026 Aug 13, 2026
WEST MICHIGAN ADVISORS, LLC History No change 578 211 0.04% 0.04% 1060 0 0.0% Q2 2026 Aug 21, 2026
Retirement Solution LLC History No change 575 210 0.04% 0.04% 1061 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 570 208 0.01% 0.01% 1062 0 0.0% Q2 2026 Aug 11, 2026
Ark Wealth Advisors LLC History No change 567 207 0.18% 0.18% 1063 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 565 206 0.0% 0.0% 1064 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 566 206 0.01% 0.01% 1065 0 0.0% Q2 2026 Aug 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 564 206 0.09% 0.09% 1066 0 0.0% Q2 2026 Jul 13, 2026
Forum Financial Management, LP History No change 563 205 0.0% 0.0% 1067 0 0.0% Q2 2026 Jul 23, 2026
Ipsen Advisor Group LLC History No change 563 205 0.13% 0.13% 1068 0 0.0% Q2 2026 Jul 29, 2026
MEANS INVESTMENT CO., INC. History No change 559 204 0.02% 0.02% 1069 0 0.0% Q2 2026 Aug 14, 2026
RIVERBRIDGE PARTNERS LLC History No change 560 204 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 13, 2026
Symphony Financial, Ltd. Co. History No change 557 203 0.02% 0.02% 1071 0 0.0% Q2 2026 Aug 03, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 557 203 0.09% 0.09% 1072 0 0.0% Q2 2026 Aug 13, 2026
EAGLE GLOBAL ADVISORS LLC History No change 555 202 0.01% 0.01% 1073 0 0.0% Q2 2026 Jul 30, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 555 202 0.03% 0.03% 1074 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 550 201 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 07, 2026
Fortune Financial Group, Inc. History No change 552 201 0.16% 0.16% 1076 0 0.0% Q2 2026 Jul 24, 2026
American State Bank (Iowa) History No change 550 201 0.08% 0.08% 1077 0 0.0% Q2 2026 Jul 09, 2026
SCS Capital Management LLC History No change 549 200 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 547 200 0.02% 0.02% 1079 0 0.0% Q2 2026 Aug 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 545 199 0.06% 0.06% 1080 0 0.0% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History No change 542 198 0.0% 0.0% 1081 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 525 192 0.01% 0.01% 1082 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 515 186 0.02% 0.02% 1083 0 0.0% Q2 2026 Aug 11, 2026
Colony Family Offices, LLC History No change 503 183 0.04% 0.04% 1084 0 0.0% Q2 2026 Jul 20, 2026
Legacy Bridge, LLC History No change 502 183 0.06% 0.06% 1085 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 492 179 0.04% 0.04% 1086 0 0.0% Q2 2026 Jul 31, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 485 177 0.03% 0.03% 1087 0 0.0% Q2 2026 Jul 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 462 168 0.23% 0.23% 1088 0 0.0% Q2 2026 Aug 05, 2026
Crews Bank & Trust History No change 458 167 0.02% 0.02% 1089 0 0.0% Q2 2026 Jul 16, 2026
LAZARD ASSET MANAGEMENT LLC History No change 448 163 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 443 162 0.06% 0.06% 1091 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Financial Management LLC History No change 435 159 0.13% 0.13% 1092 0 0.0% Q2 2026 Aug 28, 2026
EverSource Wealth Advisors, LLC History No change 430 157 0.01% 0.01% 1093 0 0.0% Q2 2026 Jul 24, 2026
Miller Capital Partners, Inc. History No change 432 157 0.06% 0.06% 1094 0 0.0% Q2 2026 Aug 12, 2026
Global Trust Asset Management, LLC History No change 428 156 0.05% 0.05% 1095 0 0.0% Q2 2026 Aug 03, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 427 156 0.01% 0.01% 1096 0 0.0% Q2 2026 Jul 13, 2026
Independence Bank of Kentucky History No change 412 150 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 411 150 0.04% 0.04% 1098 0 0.0% Q2 2026 Aug 27, 2026
Atlantic Union Bankshares Corp History No change 406 148 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 400 146 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 16, 2026
Piscataqua Savings Bank History No change 400 146 0.1% 0.1% 1101 0 0.0% Q2 2026 Jul 09, 2026
PlanVest Financial, Inc History No change 399 145 0.1% 0.1% 1102 0 0.0% Q2 2026 Aug 10, 2026
Milestone Investment Advisors LLC History No change 388 141 0.03% 0.03% 1103 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 385 140 0.08% 0.08% 1104 0 0.0% Q2 2026 Aug 11, 2026
Orion Capital Management LLC History No change 379 138 0.04% 0.04% 1105 0 0.0% Q2 2026 Aug 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 369 134 0.03% 0.03% 1106 0 0.0% Q2 2026 Jul 21, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 360 131 0.04% 0.04% 1107 0 0.0% Q2 2026 Jul 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 357 130 0.01% 0.01% 1108 0 0.0% Q2 2026 Jul 21, 2026
Leo H. Evart, Inc. History No change 358 130 0.1% 0.1% 1109 0 0.0% Q2 2026 Aug 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 355 129 0.06% 0.06% 1110 0 0.0% Q2 2026 Aug 07, 2026
Financial Management Professionals, Inc. History No change 349 127 0.01% 0.01% 1111 0 0.0% Q2 2026 Jul 09, 2026
GODSEY & GIBB, INC History No change 345 126 0.01% 0.01% 1112 0 0.0% Q2 2026 Jul 13, 2026
Ancora Advisors LLC History No change 342 125 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 335 122 0.01% 0.01% 1114 0 0.0% Q2 2026 Jul 23, 2026
Owl Creek Wealth Partners LLC History No change 326 119 0.03% 0.03% 1115 0 0.0% Q2 2026 Jul 20, 2026
ATWOOD & PALMER INC History No change 322 117 0.01% 0.01% 1116 0 0.0% Q2 2026 Jul 08, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 322 115 0.01% 0.01% 1117 0 0.0% Q2 2026 Aug 12, 2026
ALERUS FINANCIAL NA History No change 311 113 0.0% 0.0% 1118 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 300 109 0.02% 0.02% 1119 0 0.0% Q2 2026 Aug 12, 2026
PROFFITT & GOODSON INC History No change 298 108 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 22, 2026
Vermillion Wealth Management, Inc. History No change 289 105 0.02% 0.02% 1121 0 0.0% Q2 2026 Jul 15, 2026
Bullock Wealth Management Group History No change 292 105 0.05% 0.05% 1122 0 0.0% Q2 2026 Aug 19, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 283 103 0.07% 0.07% 1123 0 0.0% Q2 2026 Aug 05, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 279 102 0.0% 0.0% 1124 0 0.0% Q2 2026 Aug 14, 2026
Concord Wealth Partners History No change 278 101 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 275 100 0.0% 0.0% 1126 0 0.0% Q2 2026 Jul 08, 2026
GAMMA Investing LLC History No change 276 100 0.0% 0.0% 1127 0 0.0% Q2 2026 Jul 07, 2026
Hanson & Doremus Investment Management History No change 270 99 0.01% 0.01% 1128 0 0.0% Q2 2026 Jul 29, 2026
HORIZON BANCORP INC /IN/ History No change 254 93 0.04% 0.04% 1129 0 0.0% Q2 2026 Aug 04, 2026
Addison Advisors LLC History No change 255 93 0.04% 0.04% 1130 0 0.0% Q2 2026 Aug 10, 2026
West Financial Advisors, LLC History No change 254 92 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 08, 2026
Wagner Wealth Management, LLC History No change 251 91 0.02% 0.02% 1132 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 247 90 0.01% 0.01% 1133 0 0.0% Q2 2026 Aug 06, 2026
Highland Investment Advisors LLC History No change 238 87 0.04% 0.04% 1134 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 233 85 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 230 84 0.0% 0.0% 1136 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 231 84 0.03% 0.03% 1137 0 0.0% Q2 2026 Jul 20, 2026
VESTOR CAPITAL, LLC History No change 1,081 82 0.01% 0.01% 1138 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 232 82 0.0% 0.0% 1139 0 0.0% Q2 2026 Jul 27, 2026
Dunhill Financial, LLC History No change 224 82 0.02% 0.02% 1140 0 0.0% Q2 2026 Aug 07, 2026
NBH Bank History No change 223 81 0.03% 0.03% 1141 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 217 79 0.0% 0.0% 1142 0 0.0% Q2 2026 Jul 27, 2026
Fairman Group, LLC History No change 218 79 0.06% 0.06% 1143 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 214 78 0.01% 0.01% 1144 0 0.0% Q2 2026 Jul 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 214 78 0.01% 0.01% 1145 0 0.0% Q2 2026 Aug 03, 2026
Archer Investment Corp History No change 215 78 0.02% 0.02% 1146 0 0.0% Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History No change 211 77 0.04% 0.04% 1147 0 0.0% Q2 2026 Jul 30, 2026
City State Bank History No change 210 76 0.02% 0.02% 1148 0 0.0% Q2 2026 Jul 14, 2026
WealthShield Partners, LLC History No change 207 75 0.01% 0.01% 1149 0 0.0% Q2 2026 Aug 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 205 74 0.03% 0.03% 1150 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 203 74 0.02% 0.02% 1151 0 0.0% Q2 2026 Jul 23, 2026
Bradley & Co. Private Wealth Management, LLC History No change 200 73 0.03% 0.03% 1152 0 0.0% Q2 2026 Aug 10, 2026
CONGRESS ASSET MANAGEMENT CO History No change 72,700 72 0.0% 0.0% 1153 0 0.0% Q2 2026 Jul 07, 2026
Abound Wealth Management History No change 192 70 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 183 66 0.02% 0.02% 1155 0 0.0% Q2 2026 Aug 05, 2026
SouthState Bank Corp History No change 182 66 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 180 65 0.0% 0.0% 1157 0 0.0% Q2 2026 Jul 27, 2026
Bangor Savings Bank History No change 177 64 0.0% 0.0% 1158 0 0.0% Q2 2026 Jul 06, 2026
EPG Wealth Management LLC History No change 176 64 0.02% 0.02% 1159 0 0.0% Q2 2026 Jul 28, 2026
Minot DeBlois Advisors LLC History No change 174 63 0.05% 0.05% 1160 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 171 62 0.02% 0.02% 1161 0 0.0% Q2 2026 Aug 20, 2026
Beacon Financial Strategies CORP History No change 170 62 0.03% 0.03% 1162 0 0.0% Q2 2026 Jul 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 168 61 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 163 59 0.05% 0.05% 1164 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 151 55 0.01% 0.01% 1165 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 151 55 0.03% 0.03% 1166 0 0.0% Q2 2026 Aug 10, 2026
Atomic Invest LLC History No change 148 53 0.0% 0.0% 1167 0 0.0% Q2 2026 Sep 25, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 142 52 0.02% 0.02% 1168 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 143 52 0.02% 0.02% 1169 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 139 50 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 29, 2026
Midway Capital Research & Management History No change 138 50 0.04% 0.04% 1171 0 0.0% Q2 2026 Jul 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 136 49 0.0% 0.0% 1172 0 0.0% Q2 2026 Jul 30, 2026
WEBSTER BANK, N. A. History No change 130 47 0.0% 0.0% 1173 0 0.0% Q2 2026 Jul 20, 2026
Sherman Asset Management, Inc. History No change 130 47 0.04% 0.04% 1174 0 0.0% Q2 2026 Aug 05, 2026
CBIZ Investment Advisory Services, LLC History No change 156 47 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 13, 2026
Acumen Wealth Advisors, LLC History No change 130 47 0.01% 0.01% 1176 0 0.0% Q2 2026 Aug 03, 2026
BOK Financial Private Wealth, Inc. History No change 127 46 0.0% 0.0% 1177 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 126 46 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 07, 2026
Caitlin John, LLC History No change 126 46 0.03% 0.03% 1179 0 0.0% Q2 2026 Aug 17, 2026
EASTERN BANK History No change 123 44 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 01, 2026
Medallion Wealth Advisors, LLC History No change 121 44 0.01% 0.01% 1181 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Point Investment Advisors, LLC History No change 115 42 0.01% 0.01% 1182 0 0.0% Q2 2026 Jul 28, 2026
Bollard Group LLC History No change 112 41 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 12, 2026
Westend Capital Management, LLC History No change 112 40 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 111 40 0.01% 0.01% 1185 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 109 39 0.02% 0.02% 1186 0 0.0% Q2 2026 Jul 17, 2026
JDM Financial Group LLC History No change 108 39 0.01% 0.01% 1187 0 0.0% Q2 2026 Aug 17, 2026
Financial Gravity Companies, Inc. History No change 106 38 0.01% 0.01% 1188 0 0.0% Q2 2026 Aug 05, 2026
Mosley Wealth Management History No change 105 38 0.01% 0.01% 1189 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 104 38 0.02% 0.02% 1190 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 102 37 0.01% 0.01% 1191 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 99 36 0.0% 0.0% 1192 0 0.0% Q2 2026 Jul 10, 2026
Davis Capital Management History No change 96 35 0.02% 0.02% 1193 0 0.0% Q2 2026 Jul 16, 2026
IMG Wealth Management, Inc. History No change 95 34 0.02% 0.02% 1194 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, Inc. History No change 89 32 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 10, 2026
Cherry Tree Wealth Management, LLC History No change 88 32 0.01% 0.01% 1196 0 0.0% Q2 2026 Sep 15, 2026
Cardinal Strategic Wealth Guidance History No change 83 30 0.01% 0.01% 1197 0 0.0% Q2 2026 Jul 30, 2026
Cordgrass Capital Advisors, LLC History No change 80 29 0.01% 0.01% 1198 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 81 29 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 80 29 0.02% 0.02% 1200 0 0.0% Q2 2026 Aug 11, 2026
First Bancorp, Inc /ME/ History No change 77 28 0.01% 0.01% 1201 0 0.0% Q2 2026 Aug 11, 2026
COUNTRY TRUST BANK History No change 76 27 0.0% 0.0% 1202 0 0.0% Q2 2026 Jul 15, 2026
Signature Resources Capital Management, LLC History No change 74 27 0.01% 0.01% 1203 0 0.0% Q2 2026 Jul 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 73 26 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 14, 2026
Providence Capital Advisors, LLC History No change 72 26 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History No change 70 25 0.0% 0.0% 1206 0 0.0% Q2 2026 Jul 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 66 24 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 05, 2026
Hilton Head Capital Partners, LLC History No change 68 24 0.01% 0.01% 1208 0 0.0% Q2 2026 Jul 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 64 23 0.02% 0.02% 1209 0 0.0% Q2 2026 Aug 18, 2026
Quest 10 Wealth Builders, Inc. History No change 62 22 0.02% 0.02% 1210 0 0.0% Q2 2026 Jul 24, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 62 22 0.01% 0.01% 1211 0 0.0% Q2 2026 Jul 21, 2026
MANNING & NAPIER ADVISORS LLC History No change 60 21 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 60 21 0.0% 0.0% 1213 0 0.0% Q2 2026 Aug 14, 2026
VIMA LLC History No change 60 21 0.02% 0.02% 1214 0 0.0% Q2 2026 Jul 24, 2026
Greykasell Wealth Strategies, Inc. History No change 58 21 0.01% 0.01% 1215 0 0.0% Q2 2026 Aug 11, 2026
Delos Wealth Advisors, LLC History No change 54 19 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 14, 2026
Frazier Financial Advisors, LLC History No change 50 18 0.01% 0.01% 1217 0 0.0% Q2 2026 Aug 10, 2026
LOWE BROCKENBROUGH & CO INC History No change 47 17 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 03, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 49 17 0.01% 0.01% 1219 0 0.0% Q2 2026 Aug 13, 2026
Indiana Trust & Investment Management Co History No change 48 17 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 22, 2026
Costello Asset Management, INC History No change 46 16 0.0% 0.0% 1221 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 45 16 0.0% 0.0% 1222 0 0.0% Q2 2026 Jul 24, 2026
Commonwealth Retirement Investments LLC History No change 45 16 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 03, 2026
JPL Wealth Management, LLC History No change 43 15 0.0% 0.0% 1224 0 0.0% Q2 2026 Aug 13, 2026
ALBION FINANCIAL GROUP /UT History No change 40 14 0.0% 0.0% 1225 0 0.0% Q2 2026 Jul 22, 2026
Measured Wealth Private Client Group, LLC History No change 40 14 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 40 14 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 13, 2026
Aberdeen Wealth Management LLC History No change 40 14 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 40 14 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 11, 2026
Beaird Harris Wealth Management, LLC History No change 41 14 0.0% 0.0% 1230 0 0.0% Q2 2026 Jul 08, 2026
Main Street Group, LTD History No change 39 14 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 13, 2026
Triumph Capital Management History No change 36 13 0.0% 0.0% 1232 0 0.0% Q2 2026 Jul 20, 2026
Morton Brown Family Wealth, LLC History No change 38 13 0.0% 0.0% 1233 0 0.0% Q2 2026 Jul 21, 2026
WEST PACES ADVISORS INC. History No change 36 13 0.0% 0.0% 1234 0 0.0% Q2 2026 Jul 17, 2026
Kentucky Trust Co History No change 36 13 0.01% 0.01% 1235 0 0.0% Q2 2026 Jul 10, 2026
Kingdom Financial Group LLC. History No change 35 12 0.0% 0.0% 1236 0 0.0% Q2 2026 Aug 07, 2026
Glen Eagle Advisors, LLC History No change 35 12 0.0% 0.0% 1237 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 32 11 0.0% — 1240 +32 New Q3 2026 Oct 02, 2026
Founders Financial Alliance, LLC History No change 30 11 0.0% 0.0% 1238 0 0.0% Q2 2026 Aug 04, 2026
Financial Life Planners History No change 32 11 0.01% 0.01% 1239 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 30 10 0.0% 0.0% 1241 0 0.0% Q2 2026 Sep 02, 2026
Bay Harbor Wealth Management, LLC History No change 28 10 0.0% 0.0% 1242 0 0.0% Q2 2026 Jul 28, 2026
Game Plan Financial Advisors, LLC History No change 25 9 0.0% 0.0% 1243 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 27 9 0.0% 0.0% 1244 0 0.0% Q2 2026 Jul 30, 2026
Aventura Private Wealth, LLC History No change 25 9 0.0% 0.0% 1245 0 0.0% Q2 2026 Jul 15, 2026
ST GERMAIN D J CO INC History No change 24 8 0.0% 0.0% 1246 0 0.0% Q2 2026 Jul 21, 2026
FIRST COMMUNITY TRUST NA History No change 24 8 0.0% 0.0% 1247 0 0.0% Q2 2026 Jul 10, 2026
Darwin Wealth Management, LLC History No change 22 8 0.0% 0.0% 1248 0 0.0% Q2 2026 Jul 21, 2026
Wells Financial Advisors INC History No change 23 8 0.07% 0.07% 1249 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 24 8 0.0% 0.0% 1250 0 0.0% Q2 2026 Jul 21, 2026
Harborfront Financial Group LLC History No change 23 8 0.03% 0.03% 1251 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Wealth Strategies, LLC History No change 20 7 0.0% 0.0% 1252 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 22 7 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 04, 2026
ROSS\JOHNSON & Associates LLC History No change 19 7 0.11% 0.11% 1254 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History No change 20 7 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 24, 2026
Winch Advisory Services, LLC History No change 18 6 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 06, 2026
Vision Retirement, LLC History No change 19 6 0.0% 0.0% 1257 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 17 6 0.0% 0.0% 1258 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 16 5 0.0% 0.0% 1259 0 0.0% Q2 2026 Aug 06, 2026
Lodestone Wealth Management LLC History No change 16 5 0.0% 0.0% 1260 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 11 4 0.0% 0.0% 1261 0 0.0% Q2 2026 Aug 13, 2026
Security National Bank History No change 13 4 0.0% 0.0% 1262 0 0.0% Q2 2026 Jul 15, 2026
Fortis Group Advisors, LLC History No change 13 4 0.0% 0.0% 1263 0 0.0% Q2 2026 Jul 24, 2026
GoalVest Advisory LLC History No change 13 4 0.0% 0.0% 1264 0 0.0% Q3 2026 Oct 02, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 11 4 0.0% 0.0% 1265 0 0.0% Q2 2026 Jul 20, 2026
Prudent Man Investment Management, Inc. History No change 14 4 0.0% 0.0% 1266 0 0.0% Q2 2026 Jul 28, 2026
United Financial Planning Group LLC History No change 12 4 0.0% 0.0% 1267 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 9 3 0.0% 0.0% 1268 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 10 3 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 10 3 0.0% 0.0% 1270 0 0.0% Q2 2026 Aug 05, 2026
Kings Path Partners LLC History No change 9 3 0.0% 0.0% 1271 0 0.0% Q2 2026 Jul 14, 2026
Friedenthal Financial History No change 7 2 0.0% 0.0% 1272 0 0.0% Q2 2026 Jul 13, 2026
MTM Investment Management, LLC History No change 7 2 0.0% 0.0% 1273 0 0.0% Q2 2026 Aug 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 6 2 0.0% 0.0% 1274 0 0.0% Q2 2026 Jul 21, 2026
one8zero8, LLC History No change 8 2 0.0% 0.0% 1275 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 8 2 0.0% 0.0% 1276 0 0.0% Q2 2026 Aug 07, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 5 1 0.0% 0.0% 1277 0 0.0% Q2 2026 Jul 29, 2026
Rosenberg Matthew Hamilton History No change 4 1 0.0% 0.0% 1278 0 0.0% Q2 2026 Jul 17, 2026
WOLFF WIESE MAGANA LLC History No change 3 1 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 13, 2026
Integrity Financial Corp /WA History No change 4 1 0.0% 0.0% 1280 0 0.0% Q2 2026 Jul 31, 2026
Coston, McIsaac & Partners History No change 4 1 0.0% 0.0% 1281 0 0.0% Q2 2026 Aug 12, 2026
Rakuten Securities, Inc. History No change 5 1 0.0% 0.0% 1282 0 0.0% Q2 2026 Aug 11, 2026
Central Pacific Bank - Trust Division History No change 3 1 0.0% 0.0% 1283 0 0.0% Q2 2026 Jul 07, 2026
Networth Advisors, LLC History No change 5 1 0.0% 0.0% 1284 0 0.0% Q2 2026 Jul 22, 2026
CDKV HOLDINGS LLC History No change 5 1 0.0% 0.0% 1285 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Spurstone Advisory Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Walsh & Associates, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026