VANGUARD INDEX FUNDS - VBR

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 13,679,532 3,323,989 0.21% 0.21% 1 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 4,872,925 1,184,072 2.04% 2.04% 2 0 0.0% Q2 2026 Jul 30, 2026
MORGAN STANLEY History No change 3,863,641 938,826 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 2,812,964 683,522 1.16% 1.16% 4 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 1,745,538 424,153 10.47% 10.47% 5 0 0.0% Q2 2026 Jul 20, 2026
WELLS FARGO & COMPANY/MN History No change 1,676,389 407,345 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,593,329 387,159 0.09% 0.09% 7 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 1,544,049 375,188 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 1,515,431 368,221 0.32% 0.32% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,466,671 356,386 0.05% 0.05% 10 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,294,112 314,456 0.48% 0.48% 11 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,201,689 291,998 0.27% 0.27% 12 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,035,273 251,336 0.1% 0.1% 13 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,025,471 249,179 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 854,208 207,770 0.24% 0.24% 15 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 844,489 205,202 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 833,299 202,483 0.21% 0.21% 17 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 815,364 198,125 2.17% 2.17% 18 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History No change 794,000 187,836 0.55% 0.55% 19 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 761,123 184,945 0.18% 0.18% 20 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 702,244 170,638 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 675,077 164,076 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 658,265 159,951 0.68% 0.68% 23 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 639,128 155,301 0.45% 0.45% 24 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 626,525 152,239 1.33% 1.33% 25 0 0.0% Q2 2026 Jul 27, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 617,562 150,061 0.52% 0.52% 26 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 550,938 133,872 0.17% 0.17% 27 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 538,661 130,889 0.82% 0.82% 28 0 0.0% Q2 2026 Jul 20, 2026
RWA WEALTH PARTNERS, LLC History No change 535,469 130,113 1.25% 1.25% 29 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 509,083 123,702 0.92% 0.92% 30 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 485,216 117,902 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 474,531 115,306 0.12% 0.12% 32 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 468,410 113,819 0.17% 0.17% 33 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 466,502 107,775 6.16% 6.36% 34 +3,360 0.73% Q3 2026 Oct 09, 2026
Retirement Investment Advisors, Inc. History No change 398,418 96,329 6.87% 6.87% 35 0 0.0% Q2 2026 Jul 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 385,819 93,750 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 382,947 93,052 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 12, 2026
Retirement Systems of Alabama History No change 382,480 92,938 0.28% 0.28% 38 0 0.0% Q2 2026 Jul 28, 2026
JMG Financial Group, Ltd. History No change 379,798 92,287 2.23% 2.23% 39 0 0.0% Q2 2026 Jul 31, 2026
STIFEL FINANCIAL CORP History No change 367,336 89,264 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 341,900 83,078 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 331,750 80,611 0.86% 0.86% 42 0 0.0% Q2 2026 Aug 03, 2026
Mokosak Advisory Group, LLC History No change 327,918 79,684 17.26% 17.26% 43 0 0.0% Q2 2026 Aug 03, 2026
Cresset Asset Management, LLC History No change 324,328 78,808 0.29% 0.29% 44 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 322,177 78,285 7.11% 7.11% 45 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 317,453 76,839 0.13% 0.13% 46 0 0.0% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History No change 302,916 73,605 0.82% 0.82% 47 0 0.0% Q2 2026 Jul 29, 2026
1832 Asset Management L.P. History No change 297,518 72,293 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 290,690 70,634 1.89% 1.89% 49 0 0.0% Q2 2026 Aug 12, 2026
Mason Investment Advisory Services, Inc. History No change 282,251 68,584 2.61% 2.61% 50 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Added to 275,370 63,618 3.92% 3.97% 51 +19,985 7.83% Q3 2026 Oct 08, 2026
GOLDMAN SACHS GROUP INC History No change 261,253 63,482 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 258,499 62,812 8.33% 8.33% 53 0 0.0% Q2 2026 Jul 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 258,163 62,697 0.35% 0.35% 54 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 257,473 62,563 1.27% 1.27% 55 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 248,766 60,448 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 247,996 60,260 5.26% 5.26% 57 0 0.0% Q2 2026 Jul 21, 2026
WIT, LLC History No change 242,389 58,898 0.94% 0.94% 58 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 235,903 57,322 1.03% 1.03% 59 0 0.0% Q2 2026 Aug 11, 2026
Zhang Financial LLC History No change 226,097 54,939 1.6% 1.6% 60 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 223,617 54,336 0.6% 0.6% 61 0 0.0% Q2 2026 Aug 12, 2026
Abacus Planning Group, Inc. History No change 221,445 53,808 6.65% 6.65% 62 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 218,163 53,011 0.09% 0.09% 63 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 217,250 52,789 0.29% 0.29% 64 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 210,635 51,182 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 27, 2026
Opal Wealth Advisors, LLC History No change 199,493 48,474 10.47% 10.47% 66 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 196,061 47,640 0.22% 0.22% 67 0 0.0% Q2 2026 Aug 18, 2026
Kestra Advisory Services, LLC History No change 192,874 46,866 0.15% 0.15% 68 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 187,984 45,699 0.05% 0.05% 69 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 187,080 45,458 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 07, 2026
Foster Group, Inc. History No change 184,812 44,907 1.19% 1.19% 71 0 0.0% Q2 2026 Jul 07, 2026
Comprehensive Financial Management LLC History No change 184,376 44,801 1.47% 1.47% 72 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 181,462 44,093 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 19, 2026
Cambridge Investment Research Advisors, Inc. History No change 176,809 42,963 0.1% 0.1% 74 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 174,818 42,478 0.2% 0.2% 75 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 170,343 41,391 0.05% 0.05% 76 0 0.0% Q2 2026 Jul 28, 2026
FMR LLC History No change 167,237 40,636 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 160,911 39,099 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 158,217 38,445 0.11% 0.11% 79 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 155,199 37,711 0.23% 0.23% 80 0 0.0% Q2 2026 Aug 17, 2026
Strategies Wealth Advisors, LLC History No change 152,687 37,101 3.32% 3.32% 81 0 0.0% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History No change 150,058 36,462 5.34% 5.34% 82 0 0.0% Q2 2026 Aug 14, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 154,175 35,619 7.23% 7.34% 83 +7,471 5.09% Q3 2026 Oct 07, 2026
Waldron Private Wealth LLC History No change 144,689 35,176 1.22% 1.22% 84 0 0.0% Q2 2026 Jul 20, 2026
Aaron Wealth Advisors LLC History No change 142,094 34,527 1.75% 1.75% 85 0 0.0% Q2 2026 Jul 16, 2026
Marotta Asset Management History Added to 148,437 34,293 5.82% 5.97% 86 +631 0.43% Q3 2026 Oct 02, 2026
Northwest Quadrant Wealth Management, LLC History No change 139,983 34,014 6.3% 6.3% 87 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 139,326 33,854 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Grove Street Fiduciary, LLC History No change 134,962 32,794 13.85% 13.85% 89 0 0.0% Q2 2026 Jul 23, 2026
Verus Financial Partners, Inc. History No change 132,360 32,162 2.75% 2.75% 90 0 0.0% Q2 2026 Jul 21, 2026
25 LLC History No change 131,378 31,923 8.74% 8.74% 91 0 0.0% Q2 2026 Jul 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 131,099 31,855 0.46% 0.46% 92 0 0.0% Q2 2026 Jul 14, 2026
Grey Fox Wealth Advisors, LLC History No change 130,298 31,661 4.97% 4.97% 93 0 0.0% Q2 2026 Jul 17, 2026
Wealth Architects, LLC History No change 129,165 31,385 2.48% 2.48% 94 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 127,220 30,913 0.19% 0.19% 95 0 0.0% Q2 2026 Jul 20, 2026
Brickley Wealth Management History No change 126,040 30,626 4.4% 4.4% 96 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 125,363 30,464 0.13% 0.13% 97 0 0.0% Q2 2026 Aug 14, 2026
BHK Investment Advisors, LLC History No change 124,520 30,257 9.04% 9.04% 98 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 117,555 28,564 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 14, 2026
McAdam, LLC History No change 116,187 28,232 1.09% 1.09% 100 0 0.0% Q2 2026 Aug 04, 2026
Plante Moran Financial Advisors, LLC History No change 116,033 28,194 1.31% 1.31% 101 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 114,999 27,943 0.24% 0.24% 102 0 0.0% Q2 2026 Aug 06, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 114,613 27,849 0.2% 0.2% 103 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 114,125 27,731 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 14, 2026
Performa Ltd (US), LLC History No change 111,091 26,994 4.36% 4.36% 105 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 122,757 26,872 0.44% 0.44% 106 0 0.0% Q2 2026 Aug 13, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 115,980 26,794 4.36% 4.65% 107 +1,299 1.13% Q3 2026 Oct 08, 2026
OpenArc Corporate Advisory, LLC History No change 108,531 26,371 0.31% 0.31% 108 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Advisors / MI History No change 107,366 26,088 1.58% 1.58% 109 0 0.0% Q2 2026 Aug 14, 2026
Silver Coast Investments LLC History No change 105,958 25,746 7.67% 7.67% 110 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 105,469 25,627 0.26% 0.26% 111 0 0.0% Q2 2026 Jul 28, 2026
HILLMAN CO History No change 104,335 25,352 8.97% 8.97% 112 0 0.0% Q2 2026 Jul 27, 2026
Pasadena Private Wealth, LLC History No change 102,774 24,973 3.18% 3.18% 113 0 0.0% Q2 2026 Aug 10, 2026
Partners in Financial Planning History No change 99,603 24,202 3.67% 3.67% 114 0 0.0% Q2 2026 Aug 10, 2026
E&R Wealth Management, LLC History No change 99,405 24,154 20.49% 20.49% 115 0 0.0% Q2 2026 Jul 27, 2026
PDS Planning, Inc History No change 97,954 23,801 1.38% 1.38% 116 0 0.0% Q2 2026 Aug 05, 2026
TrueWealth Financial Partners History No change 95,773 23,271 9.62% 9.62% 117 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 95,456 23,194 4.32% 4.32% 118 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History No change 91,469 22,226 0.56% 0.56% 119 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 90,711 22,041 0.58% 0.58% 120 0 0.0% Q2 2026 Jul 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 89,148 21,662 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 88,819 21,582 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 88,025 21,456 3.92% 3.92% 123 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 87,560 21,276 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 86,349 20,984 0.19% 0.19% 125 0 0.0% Q2 2026 Jul 24, 2026
GLENMEDE TRUST CO NA History No change 84,814 20,608 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 84,066 20,427 4.91% 4.91% 127 0 0.0% Q2 2026 Jul 09, 2026
Robinswood Financial LLC History No change 82,608 20,073 5.75% 5.75% 128 0 0.0% Q2 2026 Jul 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 80,770 19,626 3.01% 3.01% 129 0 0.0% Q2 2026 Jul 22, 2026
Gallagher Fiduciary Advisors, LLC History No change 79,492 19,315 0.64% 0.64% 130 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 79,220 19,249 0.11% 0.11% 131 0 0.0% Q2 2026 Jul 29, 2026
St. Louis Trust Co History No change 4,959 19,068 2.18% 2.18% 132 0 0.0% Q2 2026 Jul 30, 2026
Black Diamond Financial, LLC History No change 78,049 18,965 1.67% 1.67% 133 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 77,936 18,937 0.58% 0.58% 134 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 77,528 18,838 0.1% 0.1% 135 0 0.0% Q2 2026 Jul 24, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 80,304 18,552 2.11% 2.26% 136 -1,064 -1.31% Q3 2026 Oct 08, 2026
LMG Wealth Partners, LLC History No change 76,108 18,493 2.96% 2.96% 137 0 0.0% Q2 2026 Aug 12, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 75,052 18,236 3.08% 3.08% 138 0 0.0% Q2 2026 Jul 31, 2026
Arax Advisory Partners History No change 74,105 18,006 0.12% 0.12% 139 0 0.0% Q2 2026 Aug 10, 2026
Family CFO Inc History No change 73,425 17,841 6.87% 6.87% 140 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 73,339 17,820 0.09% 0.09% 141 0 0.0% Q2 2026 Aug 13, 2026
ARVEST INVESTMENTS, INC. History No change 73,201 17,787 2.15% 2.15% 142 0 0.0% Q2 2026 Jul 17, 2026
Sequoia Financial Advisors, LLC History No change 70,397 17,105 0.09% 0.09% 143 0 0.0% Q2 2026 Jul 17, 2026
Tradition Wealth Management, LLC History No change 70,187 17,054 1.04% 1.04% 144 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 69,013 16,769 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 68,723 16,699 0.75% 0.75% 146 0 0.0% Q2 2026 Aug 04, 2026
Traveka Wealth, LLC History No change 68,288 16,593 5.52% 5.52% 147 0 0.0% Q2 2026 Jul 21, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 67,900 16,499 0.62% 0.62% 148 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 67,802 16,475 0.16% 0.16% 149 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 67,544 16,412 0.04% 0.04% 150 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 67,451 16,389 0.36% 0.36% 151 0 0.0% Q2 2026 Aug 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 66,949 16,268 0.19% 0.19% 152 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 64,781 16,174 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History No change 66,141 16,071 0.59% 0.59% 154 0 0.0% Q2 2026 Jul 28, 2026
VICTORY FINANCIAL GROUP, LLC History No change 65,695 15,963 1.68% 1.68% 155 0 0.0% Q2 2026 Jul 28, 2026
Compound Planning, Inc. History No change 65,686 15,961 0.42% 0.42% 156 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 65,357 15,881 2.27% 2.27% 157 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 64,840 15,755 0.2% 0.2% 158 0 0.0% Q2 2026 Aug 13, 2026
Payne Capital Management, LLC History No change 64,545 15,683 4.18% 4.18% 159 0 0.0% Q2 2026 Aug 14, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 64,484 15,669 7.72% 7.72% 160 0 0.0% Q2 2026 Jul 21, 2026
Jacobsen Capital Management History No change 64,231 15,607 4.56% 4.56% 161 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 63,065 15,324 0.17% 0.17% 162 0 0.0% Q2 2026 Aug 12, 2026
BancFirst Trust & Investment Management History No change 62,754 15,248 6.43% 6.43% 163 0 0.0% Q2 2026 Jul 23, 2026
Weinberger Asset Management, Inc History No change 61,043 14,933 4.79% 4.79% 164 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 60,849 14,785 0.18% 0.18% 165 0 0.0% Q2 2026 Jul 24, 2026
JMAC ENTERPRISES LLC History No change 60,571 14,718 2.48% 2.48% 166 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 59,556 14,471 0.28% 0.28% 167 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 58,878 14,306 1.21% 1.21% 168 0 0.0% Q2 2026 Jul 17, 2026
Quantinno Capital Management LP History No change 58,628 14,246 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 57,968 14,085 0.19% 0.19% 170 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 57,812 14,047 0.18% 0.18% 171 0 0.0% Q2 2026 Aug 14, 2026
Eagle Strategies LLC History No change 57,636 14,005 1.39% 1.39% 172 0 0.0% Q2 2026 Jul 21, 2026
Bank of New York Mellon Corp History No change 57,611 13,998 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 57,438 13,957 3.54% 3.54% 174 0 0.0% Q2 2026 Jul 24, 2026
Praetorian Wealth Management, Inc. History No change 57,440 13,957 2.41% 2.41% 175 0 0.0% Q2 2026 Jul 07, 2026
Apella Capital, LLC History Reduced 60,050 13,941 0.18% 0.21% 176 -2,008 -3.24% Q3 2026 Oct 08, 2026
Peak Retirement Planning, Inc. History No change 56,505 13,730 2.17% 2.17% 177 0 0.0% Q2 2026 Aug 10, 2026
Coastline Trust Co History Reduced 59,018 13,634 1.27% 1.28% 178 -332 -0.56% Q3 2026 Oct 01, 2026
Center for Financial Planning, Inc. History No change 56,015 13,610 1.27% 1.27% 179 0 0.0% Q2 2026 Jul 21, 2026
Cherry Tree Wealth Management, LLC History No change 55,851 13,571 2.55% 2.55% 180 0 0.0% Q2 2026 Sep 15, 2026
Veery Capital, LLC History Added to 58,722 13,566 3.61% 3.75% 181 +1,195 2.08% Q3 2026 Oct 07, 2026
Capital Advantage, Inc. History No change 55,290 13,434 1.64% 1.64% 182 0 0.0% Q2 2026 Jul 13, 2026
Inlight Wealth Management, LLC History No change 55,104 13,389 4.26% 4.26% 183 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 54,237 13,179 0.11% 0.11% 184 0 0.0% Q2 2026 Jul 27, 2026
Firestone Capital Management History No change 54,147 13,157 2.45% 2.45% 185 0 0.0% Q2 2026 Jul 31, 2026
Forbes Financial Planning, Inc. History No change 53,767 13,064 7.01% 7.01% 186 0 0.0% Q2 2026 Jul 23, 2026
Kohmann Bosshard Financial Services, LLC History No change 52,563 12,772 1.08% 1.08% 187 0 0.0% Q2 2026 Jul 14, 2026
Sepio Capital, LP History No change 52,223 12,689 0.64% 0.64% 188 0 0.0% Q2 2026 Jul 28, 2026
Oath Planning, LLC History No change 51,947 12,622 9.37% 9.37% 189 0 0.0% Q2 2026 Jul 24, 2026
Fee-Only Financial Planning, L.C. History No change 51,858 12,600 6.75% 6.75% 190 0 0.0% Q2 2026 Jul 29, 2026
Lansing Street Advisors History No change 51,593 12,536 2.66% 2.66% 191 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 51,111 12,419 0.06% 0.06% 192 0 0.0% Q2 2026 Jul 27, 2026
One Degree Advisors Inc History No change 51,012 12,382 2.76% 2.76% 193 0 0.0% Q2 2026 Jul 31, 2026
Balance Wealth Partners LLC History No change 50,737 12,328 3.28% 3.28% 194 0 0.0% Q2 2026 Jul 21, 2026
M&T BANK CORP History No change 50,727 12,325 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 04, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 49,775 12,094 2.23% 2.23% 196 0 0.0% Q2 2026 Aug 06, 2026
MAYPORT, LLC History No change 49,609 12,054 1.87% 1.87% 197 0 0.0% Q2 2026 Aug 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 49,560 12,042 0.88% 0.88% 198 0 0.0% Q2 2026 Aug 03, 2026
Joel Isaacson & Co., LLC History No change 49,341 11,989 0.35% 0.35% 199 0 0.0% Q2 2026 Aug 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 48,944 11,893 1.3% 1.3% 200 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 48,902 11,882 0.06% 0.06% 201 0 0.0% Q2 2026 Aug 03, 2026
Gladwyn Financial Advisors, Inc. History Reduced 51,362 11,866 7.58% 7.94% 202 -899 -1.72% Q3 2026 Oct 05, 2026
Advisory Alpha, LLC History No change 48,560 11,800 0.29% 0.29% 203 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 47,757 11,604 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 50,074 11,568 0.08% 0.09% 205 +4,769 10.53% Q3 2026 Oct 08, 2026
FAMILY WEALTH PARTNERS, LLC History No change 47,274 11,487 3.53% 3.53% 206 0 0.0% Q2 2026 Jul 10, 2026
Clayton Financial Group LLC History No change 47,019 11,425 6.32% 6.32% 207 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Investment Advisors, Inc. History No change 46,917 11,400 4.66% 4.66% 208 0 0.0% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History No change 46,486 11,295 0.17% 0.17% 209 0 0.0% Q2 2026 Aug 06, 2026
OLD NATIONAL BANCORP /IN/ History No change 46,355 11,263 0.22% 0.22% 210 0 0.0% Q2 2026 Jul 15, 2026
SAGE FINANCIAL GROUP INC History No change 46,304 11,251 0.62% 0.62% 211 0 0.0% Q2 2026 Jul 21, 2026
Relyea Zuckerberg Hanson LLC History No change 46,253 11,238 0.94% 0.94% 212 0 0.0% Q2 2026 Jul 16, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 46,002 11,178 0.66% 0.66% 213 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 45,689 11,102 0.17% 0.17% 214 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 45,356 11,021 1.97% 1.97% 215 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 45,316 11,011 0.63% 0.63% 216 0 0.0% Q2 2026 Jul 15, 2026
Shepherd Financial Partners LLC History No change 45,136 10,967 0.9% 0.9% 217 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 45,025 10,940 0.12% 0.12% 218 0 0.0% Q2 2026 Jul 28, 2026
Hegarty Advisors, LLC History No change 44,971 10,927 7.52% 7.52% 219 0 0.0% Q2 2026 Jul 27, 2026
San Luis Wealth Advisors LLC History No change 44,940 10,919 1.64% 1.64% 220 0 0.0% Q2 2026 Jul 16, 2026
Wrenne Financial Planning LLC History No change 44,818 10,890 3.68% 3.68% 221 0 0.0% Q2 2026 Jul 27, 2026
LMCG INVESTMENTS, LLC History No change 44,685 10,858 0.58% 0.58% 222 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Financial Partners, Inc. History No change 44,539 10,822 0.07% 0.07% 223 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 44,334 10,772 0.31% 0.31% 224 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 44,293 10,762 0.05% 0.05% 225 0 0.0% Q2 2026 Jul 13, 2026
Mainsail Financial Group, LLC History No change 44,016 10,695 3.63% 3.63% 226 0 0.0% Q2 2026 Jul 15, 2026
SHUFRO ROSE & CO LLC History No change 43,533 10,578 0.61% 0.61% 227 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 42,630 10,358 0.16% 0.16% 228 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 42,341 10,288 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 14, 2026
JBGlobal.com LLC History No change 42,250 10,266 8.98% 8.98% 230 0 0.0% Q2 2026 Jul 06, 2026
Redwood Investment Management, LLC History No change 42,150 10,242 1.02% 1.02% 231 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 42,081 10,225 0.79% 0.79% 232 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 46,086 10,012 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History No change 41,187 10,007 1.89% 1.89% 234 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 40,611 9,868 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 14, 2026
Wharton Business Group, LLC History No change 40,400 9,816 0.33% 0.33% 236 0 0.0% Q2 2026 Aug 10, 2026
Elgethun Capital Management History No change 39,970 9,712 1.35% 1.35% 237 0 0.0% Q2 2026 Jul 29, 2026
Garde Capital, Inc. History No change 39,800 9,671 0.43% 0.43% 238 0 0.0% Q2 2026 Jul 31, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 39,710 9,649 0.18% 0.18% 239 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History No change 39,653 9,635 1.08% 1.08% 240 0 0.0% Q2 2026 Aug 12, 2026
Ifrah Financial Services, Inc. History No change 38,893 9,450 2.31% 2.31% 241 0 0.0% Q2 2026 Jul 21, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 40,565 9,371 5.63% 5.82% 242 +728 1.83% Q3 2026 Oct 07, 2026
COURIER CAPITAL LLC History No change 38,480 9,350 0.47% 0.47% 243 0 0.0% Q2 2026 Jul 16, 2026
Bluespring Wealth Management, LLC History No change 38,430 9,338 0.18% 0.18% 244 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 38,318 9,310 0.2% 0.2% 245 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Advisors, Inc. History No change 38,289 9,303 1.95% 1.95% 246 0 0.0% Q2 2026 Jul 17, 2026
Quent Capital, LLC History No change 38,134 9,266 0.57% 0.57% 247 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Planning, Inc. History Reduced 39,813 9,197 2.04% 2.29% 248 -1,321 -3.21% Q3 2026 Oct 08, 2026
Fairway Financial, LLC History No change 37,525 9,118 6.24% 6.24% 249 0 0.0% Q2 2026 Aug 03, 2026
ELEVATUS WELATH MANAGEMENT History No change 37,338 9,072 2.21% 2.21% 250 0 0.0% Q2 2026 Aug 13, 2026
Symmetry Partners, LLC History No change 37,125 9,020 0.46% 0.46% 251 0 0.0% Q2 2026 Jul 23, 2026
Portside Wealth Group, LLC History No change 36,960 8,980 1.05% 1.05% 252 0 0.0% Q2 2026 Jul 14, 2026
Towerpoint Wealth, LLC History No change 36,794 8,940 3.09% 3.09% 253 0 0.0% Q2 2026 Jul 09, 2026
White Lighthouse Investment Management Inc. History No change 36,641 8,903 1.11% 1.11% 254 0 0.0% Q2 2026 Aug 04, 2026
Meramec Financial Planners, LLC History No change 36,141 8,879 3.24% 3.24% 255 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO History No change 36,336 8,847 0.09% 0.09% 256 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 35,853 8,712 0.58% 0.58% 257 0 0.0% Q2 2026 Aug 05, 2026
SPINNAKER TRUST History No change 35,813 8,702 0.42% 0.42% 258 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Management, LLC History No change 35,671 8,667 0.37% 0.37% 259 0 0.0% Q2 2026 Jul 22, 2026
Kinetic Wealth Investment Advisors LLC History No change 35,241 8,563 4.04% 4.04% 260 0 0.0% Q2 2026 Sep 02, 2026
Plum Street Advisors, LLC History No change 35,143 8,539 2.73% 2.73% 261 0 0.0% Q2 2026 Aug 13, 2026
DIVERSIFIED MANAGEMENT INC History Reduced 36,924 8,530 1.49% 1.94% 262 -370 -0.99% Q3 2026 Oct 08, 2026
Granby Capital Management, LLC History No change 35,000 8,504 4.44% 4.44% 263 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 34,971 8,497 0.09% 0.09% 264 0 0.0% Q2 2026 Jul 15, 2026
Nabity-Jensen Investment Management Inc History No change 34,819 8,460 5.19% 5.19% 265 0 0.0% Q2 2026 Jul 27, 2026
Aurelius Family Office LLC History No change 34,752 8,444 3.33% 3.33% 266 0 0.0% Q2 2026 Jul 13, 2026
ASSOCIATED BANC-CORP History No change 34,741 8,441 0.2% 0.2% 267 0 0.0% Q2 2026 Jul 31, 2026
Clear Retirement Advice LLC History No change 34,691 8,429 5.77% 5.77% 268 0 0.0% Q2 2026 Jul 15, 2026
Tacita Capital Inc History No change 34,568 8,399 4.56% 4.56% 269 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 34,539 8,392 0.27% 0.27% 270 0 0.0% Q2 2026 Aug 12, 2026
Cannon Financial Strategists, Inc. History No change 34,527 8,389 0.95% 0.95% 271 0 0.0% Q2 2026 Aug 07, 2026
Arbor Wealth Advisors LLC History Added to 36,177 8,358 5.21% 5.37% 272 +32 0.09% Q3 2026 Oct 09, 2026
E-Wealth Partners, LLC History No change 34,384 8,354 6.04% 6.04% 273 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Financial Group, LLC / IL History No change 34,212 8,313 2.03% 2.03% 274 0 0.0% Q2 2026 Jul 30, 2026
General Partner, Inc. History No change 35,936 8,302 4.45% 4.7% 275 0 0.0% Q3 2026 Oct 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 33,871 8,230 0.12% 0.12% 276 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 33,857 8,226 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 07, 2026
Van Cleef Asset Management,Inc History No change 33,658 8,178 0.83% 0.83% 278 0 0.0% Q2 2026 Aug 03, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 35,016 8,089 1.67% 1.76% 279 -379 -1.07% Q3 2026 Oct 05, 2026
GeoWealth Management, LLC History No change 33,225 8,073 0.25% 0.25% 280 0 0.0% Q2 2026 Jul 30, 2026
RTD Financial Advisors, Inc. History Reduced 34,888 8,060 0.88% 0.95% 281 -1,115 -3.1% Q3 2026 Oct 09, 2026
ATMOS ADVISORY, LLC History Added to 34,878 8,057 4.29% 4.4% 282 +207 0.6% Q3 2026 Oct 06, 2026
Serenity Investment Advisors History No change 32,475 8,037 3.43% 3.43% 283 0 0.0% Q2 2026 Aug 24, 2026
Ashton Thomas Private Wealth, LLC History No change 32,852 7,982 0.17% 0.17% 284 0 0.0% Q2 2026 Jul 29, 2026
Towne Trust Company, N.A History No change 32,582 7,917 2.4% 2.4% 285 0 0.0% Q2 2026 Jul 30, 2026
Whitegate Investment Counselors, Inc. History No change 32,386 7,869 2.24% 2.24% 286 0 0.0% Q2 2026 Aug 10, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 32,314 7,852 6.17% 6.17% 287 0 0.0% Q2 2026 Jul 22, 2026
Sterling Wealth Management, Inc. History No change 31,793 7,725 1.92% 1.92% 288 0 0.0% Q2 2026 Jul 30, 2026
Compass Ion Advisors, LLC History No change 31,778 7,721 0.67% 0.67% 289 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 31,402 7,601 0.15% 0.15% 290 0 0.0% Q2 2026 Jul 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 31,057 7,546 0.57% 0.57% 291 0 0.0% Q2 2026 Jul 16, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 30,870 7,536 2.95% 2.95% 292 0 0.0% Q2 2026 Aug 12, 2026
Ackerman Capital Advisors, LLC History No change 30,954 7,521 1.51% 1.51% 293 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Added to 32,187 7,436 0.2% 0.21% 294 +1,991 6.59% Q3 2026 Oct 02, 2026
American Investment Services, Inc. History No change 30,374 7,380 1.56% 1.56% 295 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 30,277 7,357 0.04% 0.04% 296 0 0.0% Q2 2026 Aug 10, 2026
SkyOak Wealth, LLC History No change 30,101 7,314 1.19% 1.19% 297 0 0.0% Q2 2026 Jul 30, 2026
Leeward Financial Partners, LLC History No change 30,097 7,313 1.92% 1.92% 298 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Management, Inc. History No change 30,045 7,300 1.05% 1.05% 299 0 0.0% Q2 2026 Jul 16, 2026
Boston Partners History No change 29,901 7,265 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 04, 2026
HUB Investment Partners, LLC History No change 29,868 7,257 0.13% 0.13% 301 0 0.0% Q2 2026 Jul 31, 2026
TME FINANCIAL, INC. History No change 29,652 7,205 4.45% 4.45% 302 0 0.0% Q2 2026 Jul 23, 2026
Ausdal Financial Partners, Inc. History No change 29,538 7,177 0.28% 0.28% 303 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 29,291 7,117 2.58% 2.58% 304 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 29,286 7,116 0.69% 0.69% 305 0 0.0% Q2 2026 Jul 22, 2026
FIRST MANHATTAN CO. LLC. History No change 29,103 7,071 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 28,982 7,042 2.24% 2.24% 307 0 0.0% Q2 2026 Jul 23, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 28,945 7,033 0.58% 0.58% 308 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 28,769 6,990 0.18% 0.18% 309 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 312,605 6,972 1.17% 1.17% 310 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 28,578 6,944 0.15% 0.15% 311 0 0.0% Q2 2026 Aug 13, 2026
Ervin Investment Management, LLC History No change 28,553 6,938 3.77% 3.77% 312 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Advisory Services, LLC History No change 28,483 6,921 0.14% 0.14% 313 0 0.0% Q2 2026 Aug 14, 2026
Alpha Omega Wealth Management LLC History No change 28,306 6,877 1.05% 1.05% 314 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 28,200 6,852 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 28,057 6,817 0.34% 0.34% 316 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 28,058 6,817 0.66% 0.66% 317 0 0.0% Q2 2026 Jul 31, 2026
FIRST AMERICAN TRUST, FSB History No change 28,035 6,812 0.41% 0.41% 318 0 0.0% Q2 2026 Aug 10, 2026
SWAN Capital LLC History No change 27,930 6,786 2.32% 2.32% 319 0 0.0% Q2 2026 Aug 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 27,715 6,734 0.83% 0.83% 320 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 27,691 6,728 0.15% 0.15% 321 0 0.0% Q2 2026 Jul 17, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 27,447 6,669 0.88% 0.88% 322 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 27,325 6,639 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 13, 2026
Elite Financial, Inc. History No change 27,170 6,602 2.67% 2.67% 324 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 27,095 6,583 0.03% 0.03% 325 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 26,804 6,513 0.2% 0.2% 326 0 0.0% Q2 2026 Jul 31, 2026
Vickerman Investment Advisors, Inc. History No change 26,660 6,478 1.26% 1.26% 327 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Advisors LLC History No change 30,576 6,475 5.54% 5.54% 328 0 0.0% Q2 2026 Aug 07, 2026
Chemistry Wealth Management LLC History No change 26,485 6,435 1.03% 1.03% 329 0 0.0% Q2 2026 Jul 09, 2026
PFG Advisors History No change 26,469 6,431 0.32% 0.32% 330 0 0.0% Q2 2026 Jul 16, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 26,176 6,360 0.38% 0.38% 331 0 0.0% Q2 2026 Aug 12, 2026
Barry Investment Advisors, LLC History No change 26,032 6,325 1.32% 1.32% 332 0 0.0% Q2 2026 Jul 09, 2026
LifePlan Investment Advisors, Inc. History No change 25,925 6,299 2.17% 2.17% 333 0 0.0% Q2 2026 Aug 11, 2026
Sharper & Granite LLC History No change 25,542 6,206 1.92% 1.92% 334 0 0.0% Q2 2026 Jul 16, 2026
RFG Advisory, LLC History No change 25,512 6,199 0.1% 0.1% 335 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 25,438 6,181 0.11% 0.11% 336 0 0.0% Q2 2026 Jul 14, 2026
COMMERCE BANK History No change 25,262 6,138 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 25,255 6,136 0.07% 0.07% 338 0 0.0% Q2 2026 Aug 04, 2026
Regal Investment Advisors LLC History No change 25,216 6,127 0.32% 0.32% 339 0 0.0% Q2 2026 Aug 14, 2026
Obsido Oy History No change 25,193 6,121 3.27% 3.27% 340 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 25,168 6,115 0.05% 0.05% 341 0 0.0% Q2 2026 Aug 06, 2026
E&G Advisors, LLC History No change 25,194 6,110 1.18% 1.18% 342 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Advisory, LLC History No change 25,121 6,104 0.51% 0.51% 343 0 0.0% Q2 2026 Jul 29, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 25,051 6,087 0.28% 0.28% 344 0 0.0% Q2 2026 Jul 21, 2026
CHILTON INVESTMENT CO INC. History No change 24,882 6,046 0.15% 0.15% 345 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 24,814 6,029 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 07, 2026
Zeit Capital LLC History No change 24,791 6,024 3.63% 3.63% 347 0 0.0% Q2 2026 Aug 06, 2026
CULBERTSON A N & CO INC History No change 24,732 6,009 0.7% 0.7% 348 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 24,686 5,998 0.07% 0.07% 349 0 0.0% Q2 2026 Aug 10, 2026
Seek First Inc. History No change 24,620 5,982 3.78% 3.78% 350 0 0.0% Q2 2026 Jul 28, 2026
LAM GROUP, INC. History No change 24,520 5,958 2.96% 2.96% 351 0 0.0% Q2 2026 Jul 10, 2026
Apollon Wealth Management, LLC History No change 24,254 5,893 0.07% 0.07% 352 0 0.0% Q2 2026 Jul 22, 2026
Bay Rivers Group History No change 24,048 5,843 1.99% 1.99% 353 0 0.0% Q2 2026 Jul 09, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 24,000 5,831 2.08% 2.08% 354 0 0.0% Q2 2026 Aug 07, 2026
Lutz Financial Services LLC History No change 23,984 5,827 0.35% 0.35% 355 0 0.0% Q2 2026 Aug 05, 2026
THEORY FINANCIAL LLC History No change 23,942 5,817 1.83% 1.83% 356 0 0.0% Q2 2026 Jul 31, 2026
Talon Private Wealth, LLC History No change 23,880 5,802 0.68% 0.68% 357 0 0.0% Q2 2026 Sep 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 25,074 5,792 0.16% 0.17% 358 -243 -0.96% Q3 2026 Oct 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 25,056 5,788 0.15% 0.16% 359 -1,223 -4.65% Q3 2026 Oct 05, 2026
Vanguard National Trust Co History No change 23,659 5,748 0.31% 0.31% 360 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 23,632 5,742 0.09% 0.09% 361 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 23,524 5,716 0.04% 0.04% 362 0 0.0% Q2 2026 Sep 08, 2026
CITADEL ADVISORS LLC History No change 23,400 5,685 0.0% 0.0% 363 0 0.0% Q2 2026 Sep 02, 2026
Institute for Wealth Management, LLC. History No change 23,212 5,640 0.5% 0.5% 364 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 23,151 5,625 0.05% 0.05% 365 0 0.0% Q2 2026 Aug 05, 2026
ARS Wealth Advisors Group, LLC History No change 22,435 5,451 0.43% 0.43% 366 0 0.0% Q2 2026 Jul 16, 2026
PRUDENTIAL FINANCIAL INC History No change 22,415 5,446 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 12, 2026
LifeGoal Investments, LLC History New 23,572 5,445 1.66% — 368 +23,572 New Q3 2026 Oct 08, 2026
STEVENS CAPITAL PARTNERS History No change 22,266 5,410 1.03% 1.03% 369 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 22,237 5,403 0.1% 0.1% 370 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 22,191 5,392 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 06, 2026
Roof Eidam Maycock Peralta, LLC History No change 22,182 5,389 1.06% 1.06% 372 0 0.0% Q2 2026 Jul 24, 2026
Apriem Advisors History No change 22,173 5,387 0.47% 0.47% 373 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 21,991 5,343 1.66% 1.66% 374 0 0.0% Q2 2026 Jul 30, 2026
CGN Advisors LLC History No change 21,736 5,281 0.39% 0.39% 375 0 0.0% Q2 2026 Jul 06, 2026
FIRST HORIZON CORP History No change 21,603 5,249 0.2% 0.2% 376 0 0.0% Q2 2026 Jul 20, 2026
Mission Creek Capital Partners, Inc. History No change 21,490 5,221 0.92% 0.92% 377 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 21,471 5,217 0.06% 0.06% 378 0 0.0% Q2 2026 Jul 20, 2026
CATHY PARETO & ASSOCIATES, INC History No change 21,432 5,207 3.05% 3.05% 379 0 0.0% Q2 2026 Jul 15, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 21,211 5,153 3.49% 3.49% 380 0 0.0% Q2 2026 Jul 22, 2026
Truepoint, Inc. History No change 21,023 5,108 0.11% 0.11% 381 0 0.0% Q2 2026 Jul 31, 2026
TriaGen Wealth Management LLC History No change 21,014 5,106 1.28% 1.28% 382 0 0.0% Q2 2026 Jul 21, 2026
Marble Harbor Investment Counsel, LLC History No change 20,781 5,049 0.51% 0.51% 383 0 0.0% Q2 2026 Aug 07, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 20,761 5,044 0.07% 0.07% 384 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 20,695 5,028 1.07% 1.07% 385 0 0.0% Q2 2026 Jul 01, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 20,452 4,969 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 10, 2026
Brindle & Bay Financial Advisors, LLC History No change 20,315 4,936 2.47% 2.47% 387 0 0.0% Q2 2026 Jul 20, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 20,126 4,890 1.05% 1.05% 388 0 0.0% Q2 2026 Jul 16, 2026
IEQ CAPITAL, LLC History No change 20,112 4,887 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 20,019 4,864 1.23% 1.23% 390 0 0.0% Q2 2026 Jul 23, 2026
SCOTIA CAPITAL INC. History No change 19,983 4,855 0.02% 0.02% 391 0 0.0% Q2 2026 Aug 11, 2026
CAHILL FINANCIAL ADVISORS INC History No change 19,917 4,839 0.46% 0.46% 392 0 0.0% Q2 2026 Aug 11, 2026
Financial Advisors Network, Inc. History No change 19,860 4,825 0.59% 0.59% 393 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 19,775 4,805 1.02% 1.02% 394 0 0.0% Q2 2026 Jul 27, 2026
Heartwood Wealth Advisors LLC History Added to 20,695 4,781 0.38% 0.39% 395 +108 0.52% Q3 2026 Oct 05, 2026
Valeo Financial Advisors, LLC History Reduced 27,654 4,762 0.1% 0.11% 396 -1,560 -5.34% Q3 2026 Oct 08, 2026
CENTRAL TRUST Co History No change 19,363 4,705 0.09% 0.09% 397 0 0.0% Q2 2026 Jul 31, 2026
MCF Advisors LLC History No change 19,331 4,697 0.17% 0.17% 398 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 19,304 4,690 0.28% 0.28% 399 0 0.0% Q2 2026 Aug 04, 2026
Tortoise Investment Management, LLC History No change 19,299 4,689 0.35% 0.35% 400 0 0.0% Q2 2026 Aug 07, 2026
Ally Invest Advisors Inc. History No change 19,226 4,671 0.28% 0.28% 401 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 19,208 4,667 0.08% 0.08% 402 0 0.0% Q2 2026 Jul 20, 2026
Trust Point Inc. History No change 19,065 4,632 0.39% 0.39% 403 0 0.0% Q2 2026 Jul 08, 2026
BlueSky Wealth Advisors, LLC History No change 18,875 4,586 0.53% 0.53% 404 0 0.0% Q2 2026 Jul 28, 2026
Ascent Group, LLC History No change 18,857 4,581 0.14% 0.14% 405 0 0.0% Q2 2026 Aug 03, 2026
Aspen Wealth Strategies, LLC History No change 18,638 4,528 2.19% 2.19% 406 0 0.0% Q2 2026 Aug 07, 2026
Alhambra Investment Management LLC History No change 18,629 4,526 1.98% 1.98% 407 0 0.0% Q2 2026 Jul 16, 2026
Carolina Wealth Management Inc History No change 18,431 4,478 2.06% 2.06% 408 0 0.0% Q2 2026 Aug 11, 2026
Falcon Wealth Planning History No change 18,347 4,458 0.28% 0.28% 409 0 0.0% Q2 2026 Jul 13, 2026
Geneos Wealth Management Inc. History No change 18,288 4,443 0.09% 0.09% 410 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 18,275 4,440 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 07, 2026
Total Clarity Wealth Management, Inc. History No change 18,257 4,436 0.86% 0.86% 412 0 0.0% Q2 2026 Jul 23, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 19,068 4,405 0.49% 0.54% 413 -363 -1.87% Q3 2026 Oct 08, 2026
WARNER FINANCIAL, INC History No change 18,114 4,401 1.29% 1.29% 414 0 0.0% Q2 2026 Jul 09, 2026
Martel Wealth Advisors LLC History No change 18,106 4,399 0.69% 0.69% 415 0 0.0% Q2 2026 Jul 13, 2026
PITTENGER & ANDERSON INC History No change 18,065 4,389 0.16% 0.16% 416 0 0.0% Q2 2026 Jul 27, 2026
Krilogy Financial LLC History No change 18,026 4,380 0.13% 0.13% 417 0 0.0% Q2 2026 Jul 27, 2026
Diversified Portfolios, Inc. History No change 17,849 4,337 0.31% 0.31% 418 0 0.0% Q2 2026 Aug 04, 2026
Schneider Downs Wealth Management Advisors, LP History No change 17,820 4,329 0.41% 0.41% 419 0 0.0% Q2 2026 Aug 05, 2026
CWA Asset Management Group, LLC History No change 17,777 4,319 0.13% 0.13% 420 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 17,735 4,309 0.49% 0.49% 421 0 0.0% Q2 2026 Jul 10, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 17,673 4,294 2.79% 2.79% 422 0 0.0% Q2 2026 Jul 28, 2026
Werba Rubin Papier Wealth Management History No change 17,657 4,290 0.52% 0.52% 423 0 0.0% Q2 2026 Jul 27, 2026
Fluent Financial, LLC History No change 17,655 4,289 1.53% 1.53% 424 0 0.0% Q2 2026 Jul 09, 2026
Viaable, LLC History No change 17,627 4,278 3.55% 3.55% 425 0 0.0% Q2 2026 Aug 14, 2026
Rockbridge Investment Management, LCC History No change 17,588 4,273 0.35% 0.35% 426 0 0.0% Q2 2026 Aug 14, 2026
Valpey Financial Services, LLC History No change 17,546 4,263 2.54% 2.54% 427 0 0.0% Q2 2026 Aug 11, 2026
Integrity Wealth Solutions LLC History No change 17,498 4,251 1.57% 1.57% 428 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 17,310 4,206 1.05% 1.05% 429 0 0.0% Q2 2026 Aug 05, 2026
Councilor Wealth, LLC History Reduced 18,129 4,188 1.73% 1.84% 430 -587 -3.14% Q3 2026 Oct 09, 2026
Diversify Advisory Services, LLC History No change 17,046 4,187 0.07% 0.07% 431 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 17,046 4,187 0.07% 0.07% 432 0 0.0% Q2 2026 Jul 29, 2026
Echo45 Advisors LLC History Added to 18,074 4,175 1.9% 2.24% 433 +188 1.05% Q3 2026 Oct 07, 2026
Bangor Savings Bank History Reduced 18,071 4,174 0.32% 0.33% 434 -549 -2.95% Q3 2026 Oct 06, 2026
J.W. COLE ADVISORS, INC. History No change 17,157 4,168 0.07% 0.07% 435 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History Reduced 17,798 4,163 0.1% 0.13% 436 -2,408 -11.92% Q3 2026 Oct 09, 2026
Stratos Wealth Advisors, LLC History No change 17,061 4,145 0.23% 0.23% 437 0 0.0% Q2 2026 Aug 11, 2026
Index Fund Advisors, Inc. History No change 16,974 4,124 0.16% 0.16% 438 0 0.0% Q2 2026 Aug 12, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 16,950 4,118 0.42% 0.42% 439 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 16,865 4,098 0.17% 0.17% 440 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 16,712 4,060 0.21% 0.21% 441 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 16,695 4,056 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 16,668 4,050 0.04% 0.04% 443 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Asset Management, L.L.C. History No change 16,565 4,025 1.56% 1.56% 444 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History No change 16,425 3,991 0.2% 0.2% 445 0 0.0% Q2 2026 Jul 10, 2026
Rialto Wealth Management, LLC History No change 16,395 3,983 0.79% 0.79% 446 0 0.0% Q2 2026 Aug 11, 2026
LOM Asset Management Ltd History No change 16,392 3,983 1.03% 1.03% 447 0 0.0% Q2 2026 Aug 04, 2026
CWC Advisors, LLC. History No change 16,337 3,969 1.76% 1.76% 448 0 0.0% Q2 2026 Jul 21, 2026
3Chopt Investment Partners, LLC History No change 16,294 3,959 0.74% 0.74% 449 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 16,242 3,946 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 13, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 16,211 3,939 2.76% 2.76% 451 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,177 3,930 0.07% 0.07% 452 0 0.0% Q2 2026 Jul 15, 2026
Essex Financial Services, Inc. History No change 16,109 3,914 0.19% 0.19% 453 0 0.0% Q2 2026 Aug 10, 2026
Forza Wealth Management, LLC History No change 15,924 3,869 1.19% 1.19% 454 0 0.0% Q2 2026 Jul 17, 2026
MSH Capital Advisors LLC History No change 15,913 3,866 0.67% 0.67% 455 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 15,903 3,864 0.11% 0.11% 456 0 0.0% Q2 2026 Aug 06, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 15,607 3,792 0.46% 0.46% 457 0 0.0% Q2 2026 Jul 27, 2026
Woodward Financial Advisors, Inc. History No change 15,592 3,788 1.27% 1.27% 458 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 15,573 3,784 0.71% 0.71% 459 0 0.0% Q2 2026 Aug 06, 2026
Wolff Financial Management LLC History No change 15,506 3,767 0.75% 0.75% 460 0 0.0% Q2 2026 Jul 16, 2026
Copper Harbor Investment Advisors, LLC History No change 15,333 3,725 0.79% 0.79% 461 0 0.0% Q2 2026 Jul 23, 2026
Stokes Family Office, LLC History No change 15,304 3,718 0.43% 0.43% 462 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 15,286 3,714 0.08% 0.08% 463 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 15,253 3,706 0.07% 0.07% 464 0 0.0% Q2 2026 Aug 11, 2026
Allen Investment Management, LLC History No change 15,243 3,703 0.04% 0.04% 465 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 15,225 3,699 0.17% 0.17% 466 0 0.0% Q2 2026 Jul 23, 2026
Verity Asset Management, Inc. History No change 15,223 3,698 1.4% 1.4% 467 0 0.0% Q2 2026 Aug 13, 2026
3EDGE Asset Management, LP History No change 15,174 3,687 0.16% 0.16% 468 0 0.0% Q2 2026 Jul 27, 2026
FDx Advisors, Inc. History No change 15,140 3,679 1.11% 1.11% 469 0 0.0% Q2 2026 Aug 04, 2026
Access Investment Management LLC History No change 15,000 3,644 0.93% 0.93% 470 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 14,897 3,619 1.63% 1.63% 471 0 0.0% Q2 2026 Aug 07, 2026
SONATA CAPITAL GROUP INC History No change 14,846 3,607 1.16% 1.16% 472 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 14,841 3,606 0.12% 0.12% 473 0 0.0% Q2 2026 Jul 24, 2026
Avantax Planning Partners, Inc. History No change 14,664 3,563 0.09% 0.09% 474 0 0.0% Q2 2026 Jul 28, 2026
Acropolis Investment Management, LLC History Added to 15,306 3,536 0.14% 0.14% 475 +1,028 7.2% Q3 2026 Oct 08, 2026
Pathway Financial Advisors LLC History Reduced 15,081 3,484 0.38% 0.43% 476 -52 -0.34% Q3 2026 Oct 07, 2026
NorthLanding Financial Partners, LLC History No change 14,295 3,473 2.4% 2.4% 477 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 14,276 3,469 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 12, 2026
NerdWallet Wealth Partners, LLC History No change 14,263 3,462 1.19% 1.19% 479 0 0.0% Q2 2026 Jul 07, 2026
HUNTINGTON NATIONAL BANK History No change 14,235 3,458 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 13, 2026
FIRST UNITED BANK & TRUST History No change 14,084 3,422 0.98% 0.98% 481 0 0.0% Q2 2026 Jul 20, 2026
Opulen Financial Group LLC History No change 14,072 3,419 2.15% 2.15% 482 0 0.0% Q2 2026 Jul 27, 2026
Evanson Financial, LLC History No change 14,052 3,414 0.17% 0.17% 483 0 0.0% Q2 2026 Jul 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 13,744 3,339 0.12% 0.12% 484 0 0.0% Q2 2026 Jul 21, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 13,705 3,330 0.22% 0.22% 485 0 0.0% Q2 2026 Jul 14, 2026
SAX WEALTH ADVISORS, LLC History No change 15,313 3,326 0.14% 0.14% 486 0 0.0% Q2 2026 Jul 09, 2026
Linscomb Wealth, Inc. History No change 13,647 3,316 0.14% 0.14% 487 0 0.0% Q2 2026 Jul 31, 2026
Vawter Financial, Ltd. History No change 13,619 3,309 1.25% 1.25% 488 0 0.0% Q2 2026 Jul 24, 2026
Koshinski Asset Management, Inc. History No change 13,596 3,303 0.18% 0.18% 489 0 0.0% Q2 2026 Jul 27, 2026
55 North Private Wealth, LLC History No change 13,596 3,303 0.65% 0.65% 490 0 0.0% Q2 2026 Jul 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 13,556 3,293 0.16% 0.16% 491 0 0.0% Q2 2026 Jul 28, 2026
CSM Advisors, LLC History No change 13,484 3,277 0.07% 0.07% 492 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 13,479 3,275 0.07% 0.07% 493 0 0.0% Q2 2026 Aug 06, 2026
OLIO Financial Planning History No change 13,459 3,270 0.81% 0.81% 494 0 0.0% Q2 2026 Jul 17, 2026
Trust Co of the South History No change 13,458 3,270 0.46% 0.46% 495 0 0.0% Q2 2026 Jul 01, 2026
IVC Wealth Advisors LLC History No change 13,425 3,262 1.27% 1.27% 496 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 13,426 3,262 0.1% 0.1% 497 0 0.0% Q2 2026 Jul 15, 2026
Belpointe Asset Management LLC History No change 13,272 3,225 0.11% 0.11% 498 0 0.0% Q2 2026 Jul 31, 2026
Gibraltar Capital Management, Inc. History No change 13,186 3,204 0.49% 0.49% 499 0 0.0% Q2 2026 Jul 20, 2026
Trust Co History Added to 13,802 3,188 0.28% 0.24% 500 +3,020 28.01% Q3 2026 Oct 09, 2026
Coquina Private Wealth LLC History No change 13,116 3,187 2.16% 2.16% 501 0 0.0% Q2 2026 Jul 29, 2026
McKinley Carter Wealth Services, Inc. History No change 13,090 3,180 0.16% 0.16% 502 0 0.0% Q2 2026 Jul 28, 2026
Pillar Financial Advisors, LLC History No change 13,062 3,173 1.66% 1.66% 503 0 0.0% Q2 2026 Jul 24, 2026
FOSTER & MOTLEY INC History No change 12,945 3,145 0.14% 0.14% 504 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 12,938 3,143 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 12,918 3,138 0.04% 0.04% 506 0 0.0% Q2 2026 Jul 22, 2026
CHRISTINE MESSMER PC History No change 12,869 3,126 1.76% 1.76% 507 0 0.0% Q2 2026 Jul 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,756 3,099 0.14% 0.14% 508 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 12,734 3,094 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 12,717 3,090 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 13, 2026
KPP Advisory Services LLC History No change 12,707 3,087 0.39% 0.39% 511 0 0.0% Q2 2026 Jul 24, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 12,691 3,083 0.41% 0.41% 512 0 0.0% Q2 2026 Jul 13, 2026
KINTRA WEALTH, LLC History No change 12,265 3,078 0.16% 0.16% 513 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 12,665 3,077 0.13% 0.13% 514 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 12,617 3,065 0.13% 0.13% 515 0 0.0% Q2 2026 Aug 06, 2026
Shared Vision Wealth Group LLC History No change 12,564 3,052 1.05% 1.05% 516 0 0.0% Q2 2026 Jul 31, 2026
O'ROURKE & COMPANY, Inc History No change 12,497 3,036 1.06% 1.06% 517 0 0.0% Q2 2026 Aug 14, 2026
Envision Financial LLC History No change 12,227 2,971 1.37% 1.37% 518 0 0.0% Q2 2026 Jul 10, 2026
PRINCIPAL SECURITIES, INC. History No change 12,195 2,963 0.04% 0.04% 519 0 0.0% Q2 2026 Aug 04, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 12,193 2,962 2.12% 2.12% 520 0 0.0% Q2 2026 Jul 31, 2026
OneAscent Financial Services LLC History No change 12,169 2,956 0.14% 0.14% 521 0 0.0% Q2 2026 Aug 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 12,158 2,954 0.21% 0.21% 522 0 0.0% Q2 2026 Jul 07, 2026
Alpine Bank Wealth Management History No change 12,154 2,953 0.38% 0.38% 523 0 0.0% Q2 2026 Aug 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 12,126 2,946 0.17% 0.17% 524 0 0.0% Q2 2026 Jul 15, 2026
Financial Engines Advisors L.L.C. History No change 12,030 2,923 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 11,998 2,915 0.93% 0.93% 526 0 0.0% Q2 2026 Jul 17, 2026
TFB Advisors LLC History No change 11,982 2,911 1.28% 1.28% 527 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 11,919 2,891 0.29% 0.29% 528 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11,893 2,889 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 11,825 2,873 0.05% 0.05% 530 0 0.0% Q2 2026 Jul 31, 2026
Advyzon Investment Management, LLC History No change 11,827 2,873 0.21% 0.21% 531 0 0.0% Q2 2026 Aug 14, 2026
Arista Wealth Management, LLC History No change 11,817 2,871 0.31% 0.31% 532 0 0.0% Q2 2026 Jul 08, 2026
PARK NATIONAL CORP /OH/ History Reduced 12,386 2,861 0.08% 0.12% 533 -4,720 -27.59% Q3 2026 Oct 05, 2026
Stirlingshire Investments, Inc. History No change 11,749 2,854 2.12% 2.12% 534 0 0.0% Q2 2026 Jul 31, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 11,696 2,842 0.24% 0.24% 535 0 0.0% Q2 2026 Jul 16, 2026
Midwestern Financial, LLC /IA History No change 11,654 2,831 1.98% 1.98% 536 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 11,463 2,785 0.15% 0.15% 537 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 11,366 2,761 0.17% 0.17% 538 0 0.0% Q2 2026 Jul 08, 2026
Monetary Solutions, Ltd History No change 11,295 2,744 2.36% 2.36% 539 0 0.0% Q2 2026 Jul 23, 2026
ROBERTS GLORE & CO INC /IL/ History No change 11,291 2,743 0.68% 0.68% 540 0 0.0% Q2 2026 Aug 10, 2026
Telos Capital Management, Inc. History No change 11,255 2,734 0.24% 0.24% 541 0 0.0% Q2 2026 Jul 22, 2026
REBALANCE, LLC History No change 11,244 2,732 0.14% 0.14% 542 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Financial Group, LLC History Added to 11,235 2,730 0.86% 0.86% 543 +3 0.03% Q3 2026 Oct 06, 2026
XY Planning Network, Inc. History No change 11,169 2,713 0.34% 0.34% 544 0 0.0% Q2 2026 Jul 14, 2026
Midwest Financial Group LLC History No change 11,105 2,698 0.95% 0.95% 545 0 0.0% Q2 2026 Jul 21, 2026
OPTIMA CAPITAL LLC History No change 11,098 2,696 1.06% 1.06% 546 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 11,087 2,693 0.15% 0.15% 547 0 0.0% Q2 2026 Jul 28, 2026
Savvy Advisors, Inc. History No change 11,076 2,691 0.06% 0.06% 548 0 0.0% Q2 2026 Aug 03, 2026
Intellectus Partners, LLC History No change 11,067 2,689 0.47% 0.47% 549 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 11,968 2,666 0.13% 0.13% 550 0 0.0% Q2 2026 Aug 11, 2026
Kingsview Wealth Management, LLC History No change 10,926 2,654 0.03% 0.03% 551 0 0.0% Q2 2026 Aug 18, 2026
Capital Advisors Wealth Management, LLC History Reduced 11,487 2,653 0.3% 0.33% 552 -29 -0.25% Q3 2026 Oct 09, 2026
SHAYNE & JACOBS, LLC History No change 10,892 2,646 0.78% 0.78% 553 0 0.0% Q2 2026 Jul 07, 2026
Vestwell Advisors, LLC History No change 10,877 2,642 0.63% 0.63% 554 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 10,812 2,627 0.42% 0.42% 555 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 10,799 2,624 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 17, 2026
WealthShield Partners, LLC History No change 10,795 2,623 0.4% 0.4% 557 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 10,755 2,620 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 15, 2026
Sage Mountain Advisors LLC History No change 10,785 2,620 0.16% 0.16% 559 0 0.0% Q2 2026 Aug 05, 2026
Powerhouse Assets LLC History No change 10,767 2,616 2.13% 2.13% 560 0 0.0% Q2 2026 Jul 23, 2026
WAYSTONE ADVISORS LLC History No change 10,752 2,612 1.95% 1.95% 561 0 0.0% Q2 2026 Jul 16, 2026
Brand Asset Management Group, Inc. History No change 10,707 2,601 0.57% 0.57% 562 0 0.0% Q2 2026 Aug 12, 2026
Matisse Capital History No change 10,652 2,588 1.04% 1.04% 563 0 0.0% Q2 2026 Aug 12, 2026
MONECO ADVISORS, LLC History No change 10,612 2,578 0.16% 0.16% 564 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 10,511 2,554 0.26% 0.26% 565 0 0.0% Q2 2026 Aug 12, 2026
Sageworth Trust Co History No change 10,506 2,552 0.1% 0.1% 566 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 10,500 2,551 0.17% 0.17% 567 0 0.0% Q2 2026 Sep 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 10,494 2,550 0.1% 0.1% 568 0 0.0% Q2 2026 Jul 27, 2026
Facet Wealth, Inc. History No change 10,476 2,545 0.04% 0.04% 569 0 0.0% Q2 2026 Jul 27, 2026
Plancorp, LLC History No change 10,462 2,529 0.06% 0.06% 570 0 0.0% Q2 2026 Jul 14, 2026
Stratos Wealth Partners, LTD. History No change 10,409 2,529 0.03% 0.03% 571 0 0.0% Q2 2026 Aug 11, 2026
Sterling Financial Planning, Inc. History No change 10,385 2,523 0.69% 0.69% 572 0 0.0% Q2 2026 Aug 11, 2026
Mustard Seed Financial, LLC History No change 10,321 2,507 1.3% 1.3% 573 0 0.0% Q2 2026 Aug 05, 2026
NorthRock Partners, LLC History No change 10,316 2,506 0.04% 0.04% 574 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY ADVISORS, INC. History No change 10,276 2,496 1.68% 1.68% 575 0 0.0% Q2 2026 Jul 24, 2026
Quotient Wealth Partners, LLC History No change 10,262 2,493 0.06% 0.06% 576 0 0.0% Q2 2026 Aug 03, 2026
RMR Capital Management, LLC History No change 10,260 2,493 1.72% 1.72% 577 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 10,220 2,483 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 10,193 2,476 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 28, 2026
Donalies Financial Planning, LLC History No change 10,160 2,468 1.82% 1.82% 580 0 0.0% Q2 2026 Aug 06, 2026
Goepper Burkhardt LLC History No change 10,153 2,467 0.74% 0.74% 581 0 0.0% Q2 2026 Aug 10, 2026
Livet Wealth, LLC History No change 10,141 2,464 1.42% 1.42% 582 0 0.0% Q2 2026 Jul 28, 2026
Simmons Bank History No change 10,119 2,458 0.14% 0.14% 583 0 0.0% Q2 2026 Jul 31, 2026
Factor Wealth Management LTD History Added to 10,630 2,455 0.38% 0.38% 584 +211 2.03% Q3 2026 Oct 08, 2026
TritonPoint Partners, LLC History No change 10,054 2,442 0.2% 0.2% 585 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 10,029 2,436 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 10,000 2,429 0.47% 0.47% 587 0 0.0% Q2 2026 Jul 20, 2026
Newton One Investments LLC History No change 9,983 2,425 0.61% 0.61% 588 0 0.0% Q2 2026 Jul 22, 2026
Roundview Capital LLC History No change 9,933 2,413 0.13% 0.13% 589 0 0.0% Q2 2026 Jul 30, 2026
Family Legacy, Inc. History No change 9,871 2,398 0.64% 0.64% 590 0 0.0% Q2 2026 Aug 06, 2026
Probity Advisors, Inc. History No change 9,793 2,379 0.34% 0.34% 591 0 0.0% Q2 2026 Jul 31, 2026
One Charles Private Wealth Services, LLC History No change 9,756 2,370 0.55% 0.55% 592 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 9,658 2,346 0.06% 0.06% 593 0 0.0% Q2 2026 Jul 20, 2026
Junk Investment Group, LLC History No change 9,639 2,342 1.04% 1.04% 594 0 0.0% Q2 2026 Jul 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 9,557 2,322 0.34% 0.34% 595 0 0.0% Q2 2026 Jul 21, 2026
Curtis Advisory Group, LLC History No change 9,529 2,315 0.45% 0.45% 596 0 0.0% Q2 2026 Jul 29, 2026
180 WEALTH ADVISORS, LLC History No change 9,509 2,310 0.23% 0.23% 597 0 0.0% Q2 2026 Jul 07, 2026
WP Advisors, LLC History No change 9,497 2,307 0.56% 0.56% 598 0 0.0% Q2 2026 Jul 29, 2026
Gradient Capital Advisors, LLC History No change 9,495 2,307 0.53% 0.53% 599 0 0.0% Q2 2026 Jul 13, 2026
IF Advisors, LLC History No change 9,464 2,299 1.51% 1.51% 600 0 0.0% Q2 2026 Aug 13, 2026
MB Generational Wealth, LLC History No change 9,461 2,298 1.13% 1.13% 601 0 0.0% Q2 2026 Jul 31, 2026
Crestwood Advisors Group, LLC History No change 9,419 2,288 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 03, 2026
WESBANCO BANK INC History No change 9,410 2,286 0.06% 0.06% 603 0 0.0% Q2 2026 Jul 28, 2026
Greenspring Advisors, LLC History No change 9,223 2,240 0.12% 0.12% 604 0 0.0% Q2 2026 Aug 11, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 9,216 2,239 0.28% 0.28% 605 0 0.0% Q2 2026 Aug 25, 2026
CJM Wealth Advisers, Ltd. History No change 9,161 2,225 0.58% 0.58% 606 0 0.0% Q2 2026 Jul 17, 2026
Topsail Wealth Management, LLC History No change 9,071 2,204 0.28% 0.28% 607 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 9,046 2,198 0.46% 0.46% 608 0 0.0% Q2 2026 Jul 31, 2026
WEALTHSPAN PARTNERS, LLC History No change 9,007 2,188 0.69% 0.69% 609 0 0.0% Q2 2026 Aug 06, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 9,001 2,187 0.49% 0.49% 610 0 0.0% Q2 2026 Jul 20, 2026
Strategic Blueprint, LLC History No change 8,991 2,184 0.11% 0.11% 611 0 0.0% Q2 2026 Jul 23, 2026
Center For Asset Management LLC History No change 8,987 2,184 0.97% 0.97% 612 0 0.0% Q2 2026 Jul 27, 2026
Pine Valley Investments Ltd Liability Co History No change 8,926 2,168 0.09% 0.09% 613 0 0.0% Q2 2026 Jul 24, 2026
Grove Bank & Trust History Added to 9,235 2,133 0.21% 0.22% 614 +61 0.66% Q3 2026 Oct 08, 2026
Walkner Condon Financial Advisors LLC History No change 8,737 2,123 0.24% 0.24% 615 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 9,752 2,119 0.26% 0.26% 616 0 0.0% Q2 2026 Aug 05, 2026
BTC Capital Management, Inc. History No change 8,712 2,116 0.13% 0.13% 617 0 0.0% Q2 2026 Jul 16, 2026
Financial Enhancement Group LLC History Added to 9,110 2,115 0.24% 0.23% 618 +1,053 13.07% Q3 2026 Oct 08, 2026
Triune Financial Partners, LLC History No change 8,696 2,112 0.44% 0.44% 619 0 0.0% Q2 2026 Aug 07, 2026
BSW Wealth Partners History No change 8,689 2,111 0.23% 0.23% 620 0 0.0% Q2 2026 Jul 15, 2026
DUNCKER STREETT & CO INC History No change 8,646 2,100 0.36% 0.36% 621 0 0.0% Q2 2026 Jul 28, 2026
LOOMIS SAYLES & CO L P History No change 8,639 2,099 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 9,085 2,098 0.41% 0.47% 623 0 0.0% Q3 2026 Oct 05, 2026
InvesTrust History No change 8,606 2,091 0.8% 0.8% 624 0 0.0% Q2 2026 Jul 14, 2026
Tranquility Partners, LLC History No change 8,596 2,088 0.72% 0.72% 625 0 0.0% Q2 2026 Jul 23, 2026
Jacobs Equity LLC History No change 8,597 2,088 1.44% 1.44% 626 0 0.0% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 8,582 2,085 0.06% 0.06% 627 0 0.0% Q2 2026 Aug 10, 2026
Archford Capital Strategies, LLC History No change 8,555 2,078 0.21% 0.21% 628 0 0.0% Q2 2026 Jul 17, 2026
LS Investment Advisors, LLC History No change 8,530 2,072 0.28% 0.28% 629 0 0.0% Q2 2026 Jul 21, 2026
Sowell Financial Services LLC History No change 8,512 2,068 0.07% 0.07% 630 0 0.0% Q2 2026 Jul 17, 2026
EARNED WEALTH ADVISORS, LLC History No change 8,510 2,067 0.13% 0.13% 631 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 8,494 2,063 0.06% 0.06% 632 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History No change 8,477 2,059 0.15% 0.15% 633 0 0.0% Q2 2026 Jul 09, 2026
Mutual Advisors, LLC History No change 8,421 2,046 0.04% 0.04% 634 0 0.0% Q2 2026 Aug 14, 2026
Windward Private Wealth Management Inc. History No change 8,412 2,044 0.65% 0.65% 635 0 0.0% Q2 2026 Aug 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 8,408 2,043 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 07, 2026
TRITONPOINT WEALTH, LLC History No change 8,402 2,041 0.2% 0.2% 637 0 0.0% Q2 2026 Aug 11, 2026
Compton Wealth Advisory Group, LLC History No change 8,362 2,029 0.41% 0.41% 638 0 0.0% Q2 2026 Jul 21, 2026
CHAPIN DAVIS, INC. History Added to 8,724 2,015 0.39% 0.37% 639 +15 0.17% Q3 2026 Oct 08, 2026
SAPIENT CAPITAL LLC History Added to 8,651 1,998 0.03% 0.03% 640 +42 0.49% Q3 2026 Oct 08, 2026
J. M. Brown & Associates Inc. History No change 8,210 1,995 1.14% 1.14% 641 0 0.0% Q2 2026 Jul 23, 2026
OFC FINANCIAL PLANNING, LLC History No change 8,152 1,980 1.76% 1.76% 642 0 0.0% Q2 2026 Aug 05, 2026
City State Bank History No change 8,133 1,976 0.45% 0.45% 643 0 0.0% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History No change 8,101 1,968 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Capital Group History Reduced 8,481 1,959 0.23% 0.25% 645 -48 -0.56% Q3 2026 Oct 08, 2026
SC&H Financial Advisors, Inc. History No change 7,969 1,936 0.26% 0.26% 646 0 0.0% Q2 2026 Aug 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 7,944 1,930 1.09% 1.09% 647 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History No change 7,940 1,929 0.1% 0.1% 648 0 0.0% Q2 2026 Jul 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 7,880 1,914 0.07% 0.07% 649 0 0.0% Q2 2026 Aug 14, 2026
Clarity Capital Advisors, LLC History No change 7,863 1,910 0.8% 0.8% 650 0 0.0% Q2 2026 Jul 13, 2026
Diversified Enterprises, LLC History No change 7,862 1,910 0.09% 0.09% 651 0 0.0% Q2 2026 Jul 31, 2026
Klingman & Associates, LLC History No change 7,832 1,903 0.08% 0.08% 652 0 0.0% Q2 2026 Jul 29, 2026
McGlone Suttner Wealth Management, Inc. History No change 7,822 1,900 0.22% 0.22% 653 0 0.0% Q2 2026 Jul 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 7,817 1,899 0.02% 0.02% 654 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 7,812 1,898 0.43% 0.43% 655 0 0.0% Q2 2026 Aug 14, 2026
Michels Family Financial, LLC History No change 7,809 1,897 1.22% 1.22% 656 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL COUNSELORS INC History No change 7,755 1,884 2.59% 2.59% 657 0 0.0% Q2 2026 Aug 04, 2026
Infinity Wealth Counsel, LLC History No change 7,697 1,870 1.51% 1.51% 658 0 0.0% Q2 2026 Jul 09, 2026
Cardinal Point Capital Management ULC History No change 7,612 1,849 0.1% 0.1% 659 0 0.0% Q2 2026 Jul 14, 2026
Paragon Capital Management Ltd History Reduced 7,986 1,844 0.34% 0.38% 660 -283 -3.42% Q3 2026 Oct 09, 2026
Friday Financial History Added to 7,920 1,841 0.36% 0.44% 661 +1,105 16.21% Q3 2026 Oct 09, 2026
Pioneer Wealth Management Group History Reduced 7,950 1,836 0.43% 0.5% 662 -643 -7.48% Q3 2026 Oct 08, 2026
Monument Group Wealth Advisors, LLC History No change 39,196 1,827 0.88% 0.88% 663 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 7,494 1,820 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 10, 2026
BigSur Wealth Management LLC History No change 7,466 1,814 0.44% 0.44% 665 0 0.0% Q2 2026 Jul 14, 2026
IMA Advisory Services, Inc. History No change 7,453 1,810 0.11% 0.11% 666 0 0.0% Q2 2026 Aug 10, 2026
Hardy Reed LLC History No change 7,436 1,806 0.12% 0.12% 667 0 0.0% Q2 2026 Aug 03, 2026
SlateStone Wealth, LLC History No change 7,412 1,801 0.14% 0.14% 668 0 0.0% Q2 2026 Jul 20, 2026
Focus Financial Network, Inc. History No change 7,408 1,799 0.06% 0.06% 669 0 0.0% Q2 2026 Jul 09, 2026
Forest Hill Capital, LLC History No change 7,400 1,798 1.38% 1.38% 670 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 7,393 1,796 0.19% 0.19% 671 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF VERMONT History No change 7,388 1,795 0.07% 0.07% 672 0 0.0% Q2 2026 Aug 07, 2026
Alteri Wealth LLC History No change 7,388 1,795 0.5% 0.5% 673 0 0.0% Q2 2026 Jul 29, 2026
TRUE Private Wealth Advisors History No change 7,235 1,758 0.15% 0.15% 674 0 0.0% Q2 2026 Jul 23, 2026
Financial Freedom, LLC History No change 7,193 1,747 0.8% 0.8% 675 0 0.0% Q2 2026 Aug 05, 2026
SIMON QUICK ADVISORS, LLC History No change 7,149 1,737 0.07% 0.07% 676 0 0.0% Q2 2026 Jul 28, 2026
Genesis Financial Group, LLC History No change 7,151 1,737 1.13% 1.13% 677 0 0.0% Q2 2026 Aug 14, 2026
Graetz Wealth LLC History No change 7,132 1,733 1.38% 1.38% 678 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 7,104 1,726 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 6,981 1,696 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 13, 2026
BANK OF HAWAII History No change 6,971 1,693 0.08% 0.08% 681 0 0.0% Q2 2026 Aug 13, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 7,298 1,686 0.21% 0.25% 682 -538 -6.87% Q3 2026 Oct 09, 2026
1834 INVESTMENT ADVISORS CO History No change 6,927 1,683 0.19% 0.19% 683 0 0.0% Q2 2026 Jul 30, 2026
Capital Squared Financial LLC History No change 6,825 1,658 1.08% 1.08% 684 0 0.0% Q2 2026 Jul 21, 2026
Evergreen Wealth Management, LLC History No change 6,812 1,655 0.78% 0.78% 685 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 6,797 1,651 0.08% 0.08% 686 0 0.0% Q2 2026 Jul 23, 2026
O'Connor Financial Group LLC History No change 6,756 1,641 0.58% 0.58% 687 0 0.0% Q2 2026 Jul 17, 2026
Fortis Capital Advisors, LLC History No change 6,696 1,627 0.18% 0.18% 688 0 0.0% Q2 2026 Jul 31, 2026
Aegis Wealth Management LLC History No change 6,690 1,625 0.76% 0.76% 689 0 0.0% Q2 2026 Aug 07, 2026
Alesco Advisors, LLC, An ESL Co History No change 6,644 1,614 0.04% 0.04% 690 0 0.0% Q2 2026 Aug 05, 2026
Mesirow Financial Investment Management, Inc. History No change 6,624 1,609 0.03% 0.03% 691 0 0.0% Q2 2026 Jul 22, 2026
DRAVO BAY LLC History No change 6,624 1,609 0.56% 0.56% 692 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 6,606 1,605 0.25% 0.25% 693 0 0.0% Q2 2026 Aug 10, 2026
Southland Equity Partners LLC History No change 6,600 1,603 0.28% 0.28% 694 0 0.0% Q2 2026 Jul 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,542 1,589 0.02% 0.02% 695 0 0.0% Q2 2026 Aug 11, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,524 1,585 0.32% 0.32% 696 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Financial Group History No change 6,464 1,570 1.19% 1.19% 697 0 0.0% Q2 2026 Jul 27, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,420 1,560 0.64% 0.64% 698 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 6,418 1,559 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 14, 2026
Saxony Capital Management, LLC History No change 6,413 1,558 0.71% 0.71% 700 0 0.0% Q2 2026 Jul 15, 2026
Coastal Bridge Advisors, LLC History No change 6,386 1,551 0.1% 0.1% 701 0 0.0% Q2 2026 Aug 17, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 6,374 1,548 0.84% 0.84% 702 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 6,309 1,533 0.29% 0.29% 703 0 0.0% Q2 2026 Aug 06, 2026
Arbor Investment Advisors, LLC History No change 6,297 1,529 0.17% 0.17% 704 0 0.0% Q2 2026 Jul 24, 2026
McNamara Financial Services, Inc. History No change 6,266 1,522 0.26% 0.26% 705 0 0.0% Q2 2026 Jul 22, 2026
Bruce G. Allen Investments, LLC History No change 6,262 1,521 0.97% 0.97% 706 0 0.0% Q2 2026 Jul 31, 2026
Parkwoods Wealth Partners, LLC History No change 6,239 1,516 0.24% 0.24% 707 0 0.0% Q2 2026 Jul 27, 2026
Sherman Wealth Management LLC History No change 6,221 1,511 1.14% 1.14% 708 0 0.0% Q2 2026 Jul 09, 2026
Precision Wealth Strategies, LLC History No change 6,217 1,510 0.46% 0.46% 709 0 0.0% Q2 2026 Aug 10, 2026
PRAIRIE ADVISORY, LLC History No change 6,212 1,509 0.35% 0.35% 710 0 0.0% Q2 2026 Jul 20, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 6,197 1,505 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 14, 2026
One Day In July LLC History No change 6,195 1,505 0.1% 0.1% 712 0 0.0% Q2 2026 Aug 03, 2026
Weitzel Financial Services, Inc. History No change 6,144 1,488 0.51% 0.51% 713 0 0.0% Q2 2026 Jul 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 6,118 1,486 0.11% 0.11% 714 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 6,119 1,486 0.05% 0.05% 715 0 0.0% Q2 2026 Aug 13, 2026
Painted Porch Advisors LLC History No change 6,118 1,486 0.65% 0.65% 716 0 0.0% Q2 2026 Jul 24, 2026
Trilogy Capital Inc. History No change 6,115 1,485 0.06% 0.06% 717 0 0.0% Q2 2026 Jul 02, 2026
Revisor Wealth Management LLC History No change 6,115 1,485 0.36% 0.36% 718 0 0.0% Q2 2026 Jul 21, 2026
VSM Wealth Advisory, LLC History No change 6,105 1,483 0.39% 0.39% 719 0 0.0% Q2 2026 Jul 22, 2026
FRANKLIN RESOURCES INC History No change 6,102 1,482 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 13, 2026
WESCAP Management Group, Inc. History No change 6,088 1,479 0.28% 0.28% 721 0 0.0% Q2 2026 Aug 11, 2026
Three Arch Wealth Management LLC History No change 6,081 1,477 0.23% 0.23% 722 0 0.0% Q2 2026 Aug 06, 2026
Stembrook Asset Management, LLC History No change 6,047 1,469 1.27% 1.27% 723 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 6,022 1,463 0.04% 0.04% 724 0 0.0% Q2 2026 Jul 07, 2026
PLANNING DIRECTIONS INC History No change 5,999 1,457 0.67% 0.67% 725 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 5,972 1,451 0.15% 0.15% 726 0 0.0% Q2 2026 Jul 29, 2026
Meridian Financial Advisors, LLC History No change 5,969 1,450 0.7% 0.7% 727 0 0.0% Q2 2026 Jul 22, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 5,953 1,446 0.61% 0.61% 728 0 0.0% Q2 2026 Jul 16, 2026
WealthCare Investment Partners, LLC History No change 5,944 1,444 0.35% 0.35% 729 0 0.0% Q2 2026 Aug 10, 2026
Clear Point Advisors Inc. History No change 5,892 1,431 1.27% 1.27% 730 0 0.0% Q2 2026 Jul 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,873 1,427 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 06, 2026
Certified Advisory Corp History No change 5,857 1,423 0.11% 0.11% 732 0 0.0% Q2 2026 Jul 16, 2026
Maridea Wealth Management LLC History No change 5,798 1,408 0.15% 0.15% 733 0 0.0% Q2 2026 Aug 06, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 6,028 1,392 0.2% 0.24% 734 -875 -12.68% Q3 2026 Oct 08, 2026
Cadent Capital Advisors, LLC History Reduced 6,014 1,389 0.3% 0.31% 735 -121 -1.97% Q3 2026 Oct 09, 2026
ProVise Management Group, LLC History No change 5,713 1,388 0.09% 0.09% 736 0 0.0% Q2 2026 Aug 03, 2026
Baldwin Investment Management, LLC History No change 5,715 1,388 0.13% 0.13% 737 0 0.0% Q2 2026 Jul 28, 2026
Insight Advisors, LLC/ PA History No change 5,694 1,383 0.24% 0.24% 738 0 0.0% Q2 2026 Aug 05, 2026
ARK & TLK INVESTMENTS, LLC History No change 5,693 1,383 0.34% 0.34% 739 0 0.0% Q2 2026 Jul 20, 2026
Signal Advisors Wealth, LLC History No change 5,682 1,380 0.07% 0.07% 740 0 0.0% Q2 2026 Aug 04, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 5,669 1,377 1.08% 1.08% 741 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 5,617 1,364 0.08% 0.08% 742 0 0.0% Q2 2026 Aug 04, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,589 1,358 0.17% 0.17% 743 0 0.0% Q2 2026 Jul 10, 2026
Robertson Stephens Wealth Management, LLC History No change 5,565 1,352 0.03% 0.03% 744 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,551 1,348 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 13, 2026
Pekin Hardy Strauss, Inc. History No change 5,503 1,337 0.12% 0.12% 746 0 0.0% Q2 2026 Jul 30, 2026
Gladstone Institutional Advisory LLC History No change 5,493 1,334 0.04% 0.04% 747 0 0.0% Q2 2026 Jul 27, 2026
Cooksen Wealth, LLC History No change 5,492 1,334 0.84% 0.84% 748 0 0.0% Q2 2026 Jul 30, 2026
Lynx Investment Advisory History No change 5,438 1,321 0.43% 0.43% 749 0 0.0% Q2 2026 Jul 27, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 5,409 1,314 1.01% 1.01% 750 0 0.0% Q2 2026 Jul 24, 2026
JANE STREET GROUP, LLC History No change 5,400 1,312 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 14, 2026
JT Stratford LLC History No change 5,384 1,308 0.14% 0.14% 752 0 0.0% Q2 2026 Aug 14, 2026
Clark Asset Management, LLC History No change 5,386 1,308 0.1% 0.1% 753 0 0.0% Q2 2026 Jul 07, 2026
TruNorth Capital Management, LLC History No change 5,382 1,307 0.21% 0.21% 754 0 0.0% Q2 2026 Jul 23, 2026
PACIFIC SUN FINANCIAL CORP History No change 5,376 1,306 0.54% 0.54% 755 0 0.0% Q2 2026 Aug 07, 2026
High Net Worth Advisory Group LLC History No change 5,354 1,301 0.28% 0.28% 756 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 5,345 1,298 0.05% 0.05% 757 0 0.0% Q2 2026 Jul 17, 2026
Mascagni Wealth Management, Inc. History No change 5,321 1,292 0.8% 0.8% 758 0 0.0% Q2 2026 Jul 31, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 5,309 1,290 0.49% 0.49% 759 0 0.0% Q2 2026 Jul 30, 2026
Meritas Wealth Management, LLC History No change 5,283 1,283 0.5% 0.5% 760 0 0.0% Q2 2026 Jul 21, 2026
Investor's Fiduciary Advisor Network, LLC History No change 5,279 1,282 0.44% 0.44% 761 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 5,273 1,281 0.06% 0.06% 762 0 0.0% Q2 2026 Jul 20, 2026
Iron Gate Global Advisors LLC History No change 5,262 1,278 0.12% 0.12% 763 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Partners, Ltd. History No change 5,211 1,266 0.48% 0.48% 764 0 0.0% Q2 2026 Aug 03, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 5,196 1,262 0.25% 0.25% 765 0 0.0% Q2 2026 Jul 08, 2026
Capital Analysts, LLC History No change 5,188 1,260 0.03% 0.03% 766 0 0.0% Q2 2026 Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 5,173 1,257 0.12% 0.12% 767 0 0.0% Q2 2026 Jul 13, 2026
BKM Wealth Management, LLC History No change 5,149 1,251 0.44% 0.44% 768 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 5,142 1,249 0.03% 0.03% 769 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 5,097 1,237 0.18% 0.18% 770 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 5,091 1,237 0.24% 0.24% 771 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Group, LLC History Added to 5,352 1,236 1.2% 1.21% 772 +159 3.06% Q3 2026 Oct 08, 2026
John A. Wolfe & Associates, Inc. History No change 5,050 1,227 1.69% 1.69% 773 0 0.0% Q2 2026 Jul 29, 2026
HOGE FINANCIAL SERVICES, LLC History No change 5,048 1,226 0.59% 0.59% 774 0 0.0% Q2 2026 Jul 29, 2026
King Wealth Management Group History No change 5,032 1,223 0.13% 0.13% 775 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Advisors LLC History No change 5,013 1,218 1.1% 1.1% 776 0 0.0% Q2 2026 Jul 27, 2026
Nuveen, LLC History No change 5,000 1,214 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 4,989 1,212 0.05% 0.05% 778 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 4,988 1,212 0.11% 0.11% 779 0 0.0% Q2 2026 Aug 11, 2026
NBT BANK, N.A. History No change 4,971 1,207 0.08% 0.08% 780 0 0.0% Q2 2026 Jul 29, 2026
American Financial Advisors, LLC History No change 4,966 1,206 0.15% 0.15% 781 0 0.0% Q2 2026 Jul 14, 2026
Caprock Group, LLC History No change 4,956 1,204 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 27, 2026
Empower Advisory Group, LLC History No change 4,956 1,204 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 4,940 1,200 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 21, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 4,925 1,196 0.61% 0.61% 785 0 0.0% Q2 2026 Jul 20, 2026
LexAurum Advisors, LLC History No change 4,914 1,194 0.14% 0.14% 786 0 0.0% Q2 2026 Jul 15, 2026
Main Street Financial Solutions, LLC History No change 4,907 1,192 0.08% 0.08% 787 0 0.0% Q2 2026 Aug 07, 2026
Compass Financial Group, INC/SD History No change 4,908 1,192 0.14% 0.14% 788 0 0.0% Q2 2026 Aug 04, 2026
Asset Dedication, LLC History No change 4,900 1,190 0.07% 0.07% 789 0 0.0% Q2 2026 Jul 30, 2026
Resurgent Financial Advisors LLC History No change 4,901 1,190 0.33% 0.33% 790 0 0.0% Q2 2026 Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 4,880 1,185 0.18% 0.18% 791 0 0.0% Q2 2026 Jul 14, 2026
RFP Financial Group LLC History No change 4,880 1,185 0.53% 0.53% 792 0 0.0% Q2 2026 Aug 14, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 5,114 1,181 0.76% 0.85% 793 -181 -3.42% Q3 2026 Oct 07, 2026
SIGNATUREFD, LLC History No change 4,852 1,178 0.02% 0.02% 794 0 0.0% Q2 2026 Jul 23, 2026
McClarren Financial Advisors, Inc. History No change 4,825 1,172 0.61% 0.61% 795 0 0.0% Q2 2026 Jul 17, 2026
Texas Bank & Trust Co History No change 4,817 1,170 0.38% 0.38% 796 0 0.0% Q2 2026 Jul 31, 2026
Markowski Investments History No change 4,802 1,166 0.26% 0.26% 797 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 4,784 1,162 0.1% 0.1% 798 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,772 1,159 0.08% 0.08% 799 0 0.0% Q2 2026 Aug 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,766 1,157 0.03% 0.03% 800 0 0.0% Q2 2026 Jul 17, 2026
Beacon Financial Advisory LLC History No change 4,746 1,153 0.23% 0.23% 801 0 0.0% Q2 2026 Aug 05, 2026
Providence Capital Advisors, LLC History No change 4,698 1,141 0.17% 0.17% 802 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD GEARHART LLC History No change 4,690 1,139 0.05% 0.05% 803 0 0.0% Q2 2026 Jul 24, 2026
Sagace Wealth Management LLC History No change 4,690 1,139 0.71% 0.71% 804 0 0.0% Q2 2026 Aug 03, 2026
AIRE ADVISORS, LLC History No change 4,667 1,133 0.18% 0.18% 805 0 0.0% Q2 2026 Aug 14, 2026
Ballast Financial Advisors LLC History No change 4,619 1,122 1.02% 1.02% 806 0 0.0% Q2 2026 Aug 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 4,616 1,121 0.15% 0.15% 807 0 0.0% Q2 2026 Jul 20, 2026
Petix & Botte Co History No change 4,608 1,119 0.23% 0.23% 808 0 0.0% Q2 2026 Aug 04, 2026
Silver Oak Advisory Group, Inc. History No change 4,565 1,109 0.44% 0.44% 809 0 0.0% Q2 2026 Jul 31, 2026
Level Financial Advisors History No change 4,553 1,106 0.25% 0.25% 810 0 0.0% Q2 2026 Jul 15, 2026
Battery Global Advisors, LLC History No change 4,545 1,104 0.55% 0.55% 811 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 4,540 1,103 0.1% 0.1% 812 0 0.0% Q2 2026 Aug 07, 2026
Asempa Wealth Advisors History Reduced 4,731 1,099 0.84% 0.87% 813 -50 -1.05% Q3 2026 Oct 07, 2026
NICOLET BANKSHARES INC History No change 4,492 1,092 0.03% 0.03% 814 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 4,491 1,091 0.01% 0.01% 815 0 0.0% Q2 2026 Aug 03, 2026
Octavia Wealth Advisors, LLC History No change 4,493 1,091 0.09% 0.09% 816 0 0.0% Q2 2026 Jul 14, 2026
Financial Alternatives, Inc History No change 4,489 1,090 0.54% 0.54% 817 0 0.0% Q2 2026 Aug 10, 2026
HFG Advisors, Inc. History No change 4,481 1,088 0.68% 0.68% 818 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ALLIANCE, LLC History No change 4,463 1,084 0.09% 0.09% 819 0 0.0% Q2 2026 Aug 11, 2026
Prospera Capital Management, LLC History No change 4,454 1,084 0.34% 0.34% 820 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 4,458 1,083 0.09% 0.09% 821 0 0.0% Q2 2026 Jul 28, 2026
Rooted Wealth Advisors, Inc. History No change 4,386 1,065 0.26% 0.26% 822 0 0.0% Q2 2026 Jul 28, 2026
CPWA, LLC History No change 4,387 1,065 1.24% 1.24% 823 0 0.0% Q2 2026 Jul 30, 2026
Canal Capital Management, LLC History No change 4,382 1,064 0.13% 0.13% 824 0 0.0% Q2 2026 Jul 28, 2026
KEB ASSET MANAGEMENT, LLC History No change 4,374 1,062 0.17% 0.17% 825 0 0.0% Q2 2026 Jul 14, 2026
Yukon Wealth Management, Inc. History No change 4,347 1,056 0.3% 0.3% 826 0 0.0% Q2 2026 Aug 14, 2026
Mezzasalma Advisors, LLC History No change 4,340 1,054 0.21% 0.21% 827 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 4,337 1,053 0.03% 0.03% 828 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisors, LLC History No change 4,337 1,053 0.15% 0.15% 829 0 0.0% Q2 2026 Jul 22, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 4,326 1,051 0.38% 0.38% 830 0 0.0% Q2 2026 Jul 14, 2026
CITY HOLDING CO History No change 4,321 1,049 0.12% 0.12% 831 0 0.0% Q2 2026 Jul 10, 2026
Accretive Wealth Partners, LLC History No change 4,319 1,049 0.25% 0.25% 832 0 0.0% Q2 2026 Jul 29, 2026
SVRN Asset Management, LLC History No change 4,296 1,043 0.54% 0.54% 833 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 4,268 1,037 0.57% 0.57% 834 0 0.0% Q2 2026 Aug 17, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 4,267 1,036 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 04, 2026
Marion Wealth Management History No change 4,261 1,035 0.21% 0.21% 836 0 0.0% Q2 2026 Jul 16, 2026
Csenge Advisory Group History No change 4,217 1,024 0.04% 0.04% 837 0 0.0% Q2 2026 Aug 10, 2026
Manske Wealth Management History No change 4,211 1,023 0.25% 0.25% 838 0 0.0% Q2 2026 Aug 03, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 4,427 1,022 0.17% 0.17% 839 +47 1.07% Q3 2026 Oct 08, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 4,196 1,019 0.33% 0.33% 840 0 0.0% Q2 2026 Jul 24, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,192 1,018 0.03% 0.03% 841 0 0.0% Q2 2026 Jul 31, 2026
Schwallier Wealth Management LLC History No change 4,192 1,018 0.64% 0.64% 842 0 0.0% Q2 2026 Aug 14, 2026
Bishop & Co Investment Management, LLC History No change 4,164 1,011 0.31% 0.31% 843 0 0.0% Q2 2026 Jul 22, 2026
Grange Capital, LLC History No change 4,158 1,010 0.93% 0.93% 844 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 4,151 1,008 0.05% 0.05% 845 0 0.0% Q2 2026 Jul 31, 2026
Vannoy Advisory Group, Inc. History No change 4,152 1,008 0.57% 0.57% 846 0 0.0% Q2 2026 Jul 22, 2026
Burns Matteson Capital Management, LLC History No change 4,129 1,003 0.31% 0.31% 847 0 0.0% Q2 2026 Jul 17, 2026
RS CRUM INC. History No change 4,112 999 0.19% 0.19% 848 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 4,108 998 0.05% 0.05% 849 0 0.0% Q2 2026 Jul 31, 2026
Fermata Advisors, LLC History No change 4,100 996 0.2% 0.2% 850 0 0.0% Q2 2026 Jul 07, 2026
J. Derek Lewis & Associates Inc. History No change 4,089 993 0.19% 0.19% 851 0 0.0% Q2 2026 Jul 31, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 4,290 991 0.09% 0.1% 852 -76 -1.74% Q3 2026 Oct 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,079 991 0.01% 0.01% 853 0 0.0% Q2 2026 Sep 23, 2026
Disciplined Investments, LLC History No change 4,074 989 0.32% 0.32% 854 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 4,051 984 0.13% 0.13% 855 0 0.0% Q2 2026 Aug 12, 2026
Wealth Preservation Advisors, LLC History No change 4,051 984 0.56% 0.56% 856 0 0.0% Q2 2026 Aug 14, 2026
TCI Wealth Advisors, Inc. History No change 4,045 982 0.04% 0.04% 857 0 0.0% Q2 2026 Jul 29, 2026
Worth Asset Management, LLC History New 4,246 980 0.29% — 858 +4,246 New Q3 2026 Oct 07, 2026
LPWM LLC History No change 4,027 978 0.22% 0.22% 859 0 0.0% Q2 2026 Jul 24, 2026
Fearless Solutions, LLC dba Best Invest History No change 3,999 971 0.51% 0.51% 860 0 0.0% Q2 2026 Jul 21, 2026
Horizon Investment Services, LLC History No change 3,990 969 0.27% 0.27% 861 0 0.0% Q2 2026 Aug 06, 2026
Kapstone Financial Advisors LLC History No change 3,980 967 0.4% 0.4% 862 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 3,974 966 0.04% 0.04% 863 0 0.0% Q2 2026 Aug 05, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,972 965 0.02% 0.02% 864 0 0.0% Q2 2026 Jul 31, 2026
MidAtlantic Capital Management, Inc. History No change 3,963 962 0.6% 0.6% 865 0 0.0% Q2 2026 Aug 10, 2026
Embree Financial Group History No change 3,954 960 0.1% 0.1% 866 0 0.0% Q2 2026 Jul 15, 2026
Larson Financial Group LLC History No change 3,941 957 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 14, 2026
American Money Management, LLC History No change 3,916 951 0.14% 0.14% 868 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 3,902 948 0.02% 0.02% 869 0 0.0% Q2 2026 Jul 31, 2026
Fonville Wealth Management LLC History No change 3,891 945 0.15% 0.15% 870 0 0.0% Q2 2026 Jul 28, 2026
Spinnaker Investment Group, LLC History No change 3,886 944 0.15% 0.15% 871 0 0.0% Q2 2026 Jul 10, 2026
WILLNER & HELLER, LLC History No change 3,887 944 0.59% 0.59% 872 0 0.0% Q2 2026 Jul 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,851 935 0.14% 0.14% 873 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 3,844 934 0.16% 0.16% 874 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 4,298 933 0.03% 0.03% 875 0 0.0% Q2 2026 Aug 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 3,826 929 0.08% 0.08% 876 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 3,797 922 0.17% 0.17% 877 0 0.0% Q2 2026 Aug 04, 2026
Berkeley, Inc History No change 3,793 921 0.29% 0.29% 878 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 3,783 919 0.07% 0.07% 879 0 0.0% Q2 2026 Aug 03, 2026
Glassman Wealth Services History No change 3,777 917 0.11% 0.11% 880 0 0.0% Q2 2026 Aug 05, 2026
Soltis Investment Advisors LLC History No change 3,777 917 0.05% 0.05% 881 0 0.0% Q2 2026 Jul 31, 2026
Quantum Financial Advisors, LLC History No change 3,764 914 0.09% 0.09% 882 0 0.0% Q2 2026 Jul 08, 2026
Kovack Advisors, Inc. History No change 3,762 913 0.04% 0.04% 883 0 0.0% Q2 2026 Jul 28, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,750 911 0.1% 0.1% 884 0 0.0% Q2 2026 Aug 10, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 3,943 910 0.59% 0.6% 885 -111 -2.74% Q3 2026 Oct 07, 2026
GFS Advisors, LLC History No change 1,800 905 0.1% 0.1% 886 0 0.0% Q2 2026 Aug 04, 2026
Envision Financial Planning, LLC History No change 3,726 905 0.29% 0.29% 887 0 0.0% Q2 2026 Aug 14, 2026
Westhampton Capital, LLC History No change 3,710 901 0.37% 0.37% 888 0 0.0% Q2 2026 Jul 14, 2026
MCDONALD PARTNERS LLC History No change 3,695 897 0.22% 0.22% 889 0 0.0% Q2 2026 Jul 28, 2026
Sightline Wealth Advisors, LLC History No change 3,692 897 0.33% 0.33% 890 0 0.0% Q2 2026 Jul 22, 2026
LightSquare Wealth Management, LLC History No change 3,691 896 0.62% 0.62% 891 0 0.0% Q2 2026 Aug 03, 2026
Anchor Investment Management, LLC History No change 3,668 891 0.07% 0.07% 892 0 0.0% Q2 2026 Sep 15, 2026
KDT Advisors, LLC History No change 3,650 886 1.23% 1.23% 893 0 0.0% Q2 2026 Jul 31, 2026
Armbruster Capital Management, Inc. History No change 3,614 878 0.13% 0.13% 894 0 0.0% Q2 2026 Jul 16, 2026
Bestgate Wealth Advisors, LLC History No change 3,617 878 1.4% 1.4% 895 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,601 875 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 07, 2026
Goelzer Investment Management, Inc. History No change 3,605 875 0.04% 0.04% 897 0 0.0% Q2 2026 Jul 14, 2026
Medallion Wealth Advisors, LLC History No change 3,600 874 0.28% 0.28% 898 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 3,590 872 0.1% 0.1% 899 0 0.0% Q2 2026 Jul 20, 2026
Chesley Taft & Associates LLC History No change 3,587 871 0.03% 0.03% 900 0 0.0% Q2 2026 Jul 08, 2026
Life Planning Partners, Inc History No change 3,557 864 0.64% 0.64% 901 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 3,551 862 0.25% 0.25% 902 0 0.0% Q2 2026 Aug 06, 2026
BCS Wealth Management History No change 3,536 859 0.15% 0.15% 903 0 0.0% Q2 2026 Jul 16, 2026
Mayfair Advisory Group, LLC History No change 3,506 856 0.26% 0.26% 904 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 3,513 852 0.0% 0.0% 905 0 0.0% Q2 2026 Jul 27, 2026
Agate Pass Investment Management, LLC History No change 3,503 851 0.31% 0.31% 906 0 0.0% Q2 2026 Jul 08, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 3,494 849 0.24% 0.24% 907 0 0.0% Q2 2026 Jul 24, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 3,665 846 0.07% 0.08% 908 -211 -5.44% Q3 2026 Oct 07, 2026
LIBRA WEALTH LLC History No change 3,479 845 0.22% 0.22% 909 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 3,481 845 0.31% 0.31% 910 0 0.0% Q2 2026 Aug 11, 2026
Elm Partners Management LLC History No change 3,450 838 0.02% 0.02% 911 0 0.0% Q2 2026 Oct 07, 2026
Prospect Financial Services LLC History No change 3,446 837 0.42% 0.42% 912 0 0.0% Q2 2026 Aug 06, 2026
truNorth Financial Services, Inc. History No change 3,430 833 0.75% 0.75% 913 0 0.0% Q2 2026 Jul 30, 2026
Balefire, LLC History Reduced 3,569 824 0.13% 0.16% 914 -370 -9.39% Q3 2026 Oct 09, 2026
Bedel Financial Consulting, Inc. History No change 3,372 819 0.08% 0.08% 915 0 0.0% Q2 2026 Jul 29, 2026
GLR Partners, LLC History No change 3,352 814 0.38% 0.38% 916 0 0.0% Q2 2026 Jul 27, 2026
FIRST NATIONAL BANK OF OMAHA History No change 3,324 807 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 07, 2026
Abbot Financial Management, Inc. History No change 3,314 805 0.27% 0.27% 918 0 0.0% Q2 2026 Aug 06, 2026
MorganRosel Wealth Management, LLC History No change 3,317 805 0.27% 0.27% 919 0 0.0% Q2 2026 Aug 14, 2026
Rockwood Wealth Management, LLC History No change 3,310 804 0.05% 0.05% 920 0 0.0% Q2 2026 Jul 13, 2026
Canvas Wealth Advisors, LLC History No change 3,308 803 0.11% 0.11% 921 0 0.0% Q2 2026 Jul 10, 2026
Atlantic Union Bankshares Corp History No change 3,304 802 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 11, 2026
Parcion Private Wealth LLC History No change 3,293 800 0.04% 0.04% 923 0 0.0% Q2 2026 Jul 27, 2026
Sage Investment Counsel LLC History No change 3,293 800 0.8% 0.8% 924 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 3,277 797 0.03% 0.03% 925 0 0.0% Q2 2026 Aug 12, 2026
OFS Enterprise LLC History No change 3,280 797 0.2% 0.2% 926 0 0.0% Q2 2026 Jul 08, 2026
Wilmington Savings Fund Society, FSB History No change 3,264 793 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 28, 2026
Astoria Portfolio Advisors LLC. History No change 3,249 789 0.13% 0.13% 928 0 0.0% Q2 2026 Jul 28, 2026
Wescott Financial Advisory Group, LLC History No change 3,239 786 0.06% 0.06% 929 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 3,230 784 0.02% 0.02% 930 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 3,226 783 0.02% 0.02% 931 0 0.0% Q2 2026 Aug 05, 2026
Astra Wealth Partners LLC History No change 3,222 782 0.42% 0.42% 932 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History No change 3,190 775 0.04% 0.04% 933 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 3,172 770 0.01% 0.01% 934 0 0.0% Q2 2026 Aug 14, 2026
Resolute Advisors LLC History No change 3,158 767 0.18% 0.18% 935 0 0.0% Q2 2026 Aug 14, 2026
STAGE HARBOR FINANCIAL, LLC History No change 3,156 766 0.44% 0.44% 936 0 0.0% Q2 2026 Aug 07, 2026
Unconventional Investor, LLC History No change 3,148 764 0.32% 0.32% 937 0 0.0% Q2 2026 Aug 18, 2026
Wealth Management Nebraska History No change 3,142 763 0.07% 0.07% 938 0 0.0% Q2 2026 Jul 27, 2026
Pacific Park Financial, Inc. History No change 3,135 761 0.44% 0.44% 939 0 0.0% Q2 2026 Jul 21, 2026
Busey Bank History No change 3,127 759 0.02% 0.02% 940 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,121 758 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 23, 2026
Pointe Capital Management LLC History No change 3,111 755 0.34% 0.34% 942 0 0.0% Q2 2026 Aug 14, 2026
LJI Wealth Management, LLC History No change 3,103 754 0.11% 0.11% 943 0 0.0% Q2 2026 Jul 31, 2026
Downshift Financial, LLC History No change 3,106 754 0.34% 0.34% 944 0 0.0% Q2 2026 Aug 12, 2026
Koenig Investment Advisory, LLC History Reduced 3,262 753 0.55% 0.62% 946 -50 -1.51% Q3 2026 Oct 09, 2026
Tennessee Valley Asset Management Partners History No change 3,103 753 0.08% 0.08% 945 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,090 750 0.03% 0.03% 947 0 0.0% Q2 2026 Jul 22, 2026
Y-Intercept (Hong Kong) Ltd History No change 3,087 750 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 13, 2026
Newman Dignan & Sheerar, Inc. History No change 3,084 749 0.14% 0.14% 949 0 0.0% Q2 2026 Jul 14, 2026
CALTON & ASSOCIATES, INC. History No change 3,079 748 0.11% 0.11% 950 0 0.0% Q2 2026 Aug 10, 2026
Nikulski Financial, Inc. History No change 3,077 747 0.16% 0.16% 951 0 0.0% Q2 2026 Jul 28, 2026
Traynor Capital Management, Inc. History No change 3,065 744 0.03% 0.03% 952 0 0.0% Q2 2026 Jul 22, 2026
Integrity Advisory Solutions, LLC History No change 3,055 742 0.08% 0.08% 953 0 0.0% Q2 2026 Jul 31, 2026
Exchange Bank History Added to 3,200 739 0.46% 0.42% 954 +409 14.65% Q3 2026 Oct 07, 2026
Legacies Wealth LLC History No change 3,036 737 0.4% 0.4% 955 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 3,033 736 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 11, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 3,028 735 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 3,027 735 0.01% 0.01% 958 0 0.0% Q2 2026 Aug 12, 2026
Beckerman Institutional, LLC History No change 3,024 734 0.35% 0.35% 959 0 0.0% Q2 2026 Aug 11, 2026
Merited Wealth, LLC History No change 3,024 734 0.52% 0.52% 960 0 0.0% Q2 2026 Aug 14, 2026
Avant Financial Advisors LLC History No change 3,018 733 0.46% 0.46% 961 0 0.0% Q2 2026 Jul 09, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 3,014 732 0.17% 0.17% 962 0 0.0% Q2 2026 Aug 10, 2026
Woodside Wealth Management LLC History No change 3,009 731 0.51% 0.51% 963 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,008 730 0.0% 0.0% 964 0 0.0% Q2 2026 Aug 10, 2026
WEIK CAPITAL MANAGEMENT History No change 3,000 728 0.28% 0.28% 965 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 2,966 721 0.03% 0.03% 966 0 0.0% Q2 2026 Aug 17, 2026
Roble, Belko & Company, Inc History No change 2,963 720 0.08% 0.08% 967 0 0.0% Q2 2026 Jul 24, 2026
RHS Financial, LLC History No change 2,942 714 0.29% 0.29% 968 0 0.0% Q2 2026 Aug 07, 2026
Elevated Financial Group LLC History No change 2,941 714 0.2% 0.2% 969 0 0.0% Q2 2026 Jul 22, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 2,856 712 0.23% 0.23% 970 0 0.0% Q2 2026 Aug 13, 2026
Community Bank, N.A. History No change 2,928 711 0.08% 0.08% 971 0 0.0% Q2 2026 Aug 13, 2026
K2 Financial Inc. History No change 2,916 710 0.5% 0.5% 972 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Money Management Services LLC History No change 2,923 710 0.45% 0.45% 973 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 2,911 707 0.02% 0.02% 974 0 0.0% Q2 2026 Jul 17, 2026
West Branch Capital LLC History No change 2,907 706 0.16% 0.16% 975 0 0.0% Q2 2026 Jul 10, 2026
Gibson Capital, LLC History No change 2,896 703 0.12% 0.12% 976 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 2,886 701 0.05% 0.05% 977 0 0.0% Q2 2026 Aug 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,889 701 0.22% 0.22% 978 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History No change 2,881 700 0.05% 0.05% 979 0 0.0% Q2 2026 Jul 06, 2026
Valmark Advisers, Inc. History No change 2,880 699 0.01% 0.01% 980 0 0.0% Q2 2026 Aug 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 2,878 699 0.09% 0.09% 981 0 0.0% Q2 2026 Jul 09, 2026
FSM Wealth Advisors, LLC History No change 2,876 698 0.07% 0.07% 982 0 0.0% Q2 2026 Jul 15, 2026
ERn Financial, LLC History No change 2,869 697 0.12% 0.12% 983 0 0.0% Q2 2026 Jul 23, 2026
Provident Living Financial Services, Inc. History No change 2,865 696 0.69% 0.69% 984 0 0.0% Q2 2026 Aug 05, 2026
Continuum Advisory, LLC History No change 2,859 694 0.06% 0.06% 985 0 0.0% Q2 2026 Aug 06, 2026
American Trust History No change 2,850 692 0.05% 0.05% 986 0 0.0% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History No change 2,847 691 0.17% 0.17% 987 0 0.0% Q2 2026 Jul 09, 2026
Trailhead Planners LLC History No change 2,821 685 0.66% 0.66% 988 0 0.0% Q2 2026 Aug 06, 2026
GODSEY & GIBB, INC History No change 2,816 684 0.06% 0.06% 989 0 0.0% Q2 2026 Jul 13, 2026
Perennial Investment Advisors, LLC History No change 2,811 682 0.05% 0.05% 990 0 0.0% Q2 2026 Aug 14, 2026
FWG Investments, LLC. History No change 2,803 680 0.36% 0.36% 991 0 0.0% Q2 2026 Jul 28, 2026
Essential Planning, LLC. History No change 2,801 680 0.19% 0.19% 992 0 0.0% Q2 2026 Aug 03, 2026
Hoxton Planning & Management, LLC History No change 2,791 678 0.18% 0.18% 993 0 0.0% Q2 2026 Jul 16, 2026
Empirical Asset Management, LLC History No change 2,765 671 0.15% 0.15% 994 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 2,755 669 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 06, 2026
Investmark Advisory Group LLC History No change 2,747 667 0.25% 0.25% 996 0 0.0% Q2 2026 Aug 07, 2026
USAdvisors Wealth Management, LLC History No change 2,742 666 0.19% 0.19% 997 0 0.0% Q2 2026 Jul 29, 2026
Avant Capital LLC History No change 2,737 665 0.42% 0.42% 998 0 0.0% Q2 2026 Aug 12, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,734 664 0.01% 0.01% 999 0 0.0% Q2 2026 Jul 31, 2026
AVISO WEALTH MANAGEMENT History No change 2,733 664 0.23% 0.23% 1000 0 0.0% Q2 2026 Aug 04, 2026
Diversified Trust Co History No change 2,721 661 0.01% 0.01% 1001 0 0.0% Q2 2026 Jul 17, 2026
Windsor Advisory Group, LLC History No change 2,720 660 0.48% 0.48% 1002 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,719 660 0.01% 0.01% 1003 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History No change 2,711 658 0.17% 0.17% 1004 0 0.0% Q2 2026 Jul 28, 2026
TFO Wealth Partners, LLC History No change 2,705 657 0.07% 0.07% 1005 0 0.0% Q2 2026 Aug 10, 2026
Strathmore Capital Advisors, Inc. History No change 2,674 650 0.18% 0.18% 1006 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY TRUST CO History No change 2,674 649 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 13, 2026
Cassady Wealth & Retirement Planning, LLC History No change 2,675 649 0.3% 0.3% 1008 0 0.0% Q2 2026 Jul 24, 2026
INTEGRATED WEALTHCARE, LLC History No change 2,663 647 0.48% 0.48% 1009 0 0.0% Q2 2026 Jul 24, 2026
Greenline Partners, LLC History No change 2,660 646 0.07% 0.07% 1010 0 0.0% Q2 2026 Aug 14, 2026
Tyche Wealth Partners LLC History No change 2,660 646 0.09% 0.09% 1011 0 0.0% Q2 2026 Aug 06, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 2,647 643 0.01% 0.01% 1012 0 0.0% Q2 2026 Aug 14, 2026
Frederick Financial Consultants, LLC History No change 2,650 643 0.27% 0.27% 1013 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 4,511 642 0.05% 0.05% 1014 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 2,635 640 0.01% 0.01% 1015 0 0.0% Q2 2026 Aug 18, 2026
PRIVATE TRUST CO NA History No change 2,625 637 0.05% 0.05% 1016 0 0.0% Q2 2026 Jul 28, 2026
Lakewood Asset Management LLC History No change 2,613 634 0.35% 0.35% 1017 0 0.0% Q2 2026 Aug 06, 2026
Hexagon Capital Partners LLC History No change 2,608 633 0.09% 0.09% 1018 0 0.0% Q2 2026 Aug 06, 2026
UNIVEST FINANCIAL Corp History No change 2,603 632 0.03% 0.03% 1019 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Planning Group, LLC History No change 2,596 630 0.2% 0.2% 1020 0 0.0% Q2 2026 Jul 31, 2026
Smith Thornton Advisors LLC History No change 2,602 629 0.28% 0.28% 1021 0 0.0% Q2 2026 Jul 14, 2026
SageView Advisory Group, LLC History No change 2,583 627 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 2,567 623 0.05% 0.05% 1023 0 0.0% Q2 2026 Jul 29, 2026
Guardian Wealth Management, Inc. History No change 2,547 619 0.3% 0.3% 1024 0 0.0% Q2 2026 Jul 13, 2026
QUARRY HILL ADVISORS, LLC History No change 2,550 619 0.24% 0.24% 1025 0 0.0% Q2 2026 Jul 27, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,544 617 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 13, 2026
Selective Wealth Management, Inc. History No change 2,531 617 0.16% 0.16% 1027 0 0.0% Q2 2026 Jul 20, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 2,539 617 0.55% 0.55% 1028 0 0.0% Q2 2026 Jul 09, 2026
G&S Capital LLC History No change 2,536 616 0.18% 0.18% 1029 0 0.0% Q2 2026 Jul 10, 2026
Root Financial Partners, LLC History No change 2,536 616 0.02% 0.02% 1030 0 0.0% Q2 2026 Jul 29, 2026
Highview Capital Management LLC/DE/ History No change 2,531 615 0.18% 0.18% 1031 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History No change 2,527 614 0.07% 0.07% 1032 0 0.0% Q2 2026 Jul 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 2,522 612 0.03% 0.03% 1033 0 0.0% Q2 2026 Jul 27, 2026
Axis Wealth Partners, LLC History No change 2,512 610 0.29% 0.29% 1034 0 0.0% Q2 2026 Jul 28, 2026
Leo H. Evart, Inc. History No change 2,506 608 0.48% 0.48% 1035 0 0.0% Q2 2026 Aug 17, 2026
McMill Wealth Management History No change 2,492 605 0.15% 0.15% 1036 0 0.0% Q2 2026 Aug 17, 2026
Family Investment Center, Inc. History No change 2,486 604 0.1% 0.1% 1037 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Consulting Group, LLC History No change 2,472 600 0.02% 0.02% 1038 0 0.0% Q2 2026 Aug 13, 2026
DeLarme Wealth Management, Inc. History No change 2,464 598 0.35% 0.35% 1039 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 2,459 597 0.02% 0.02% 1040 0 0.0% Q2 2026 Aug 05, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 2,437 592 0.1% 0.1% 1041 0 0.0% Q2 2026 Jul 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,433 591 0.03% 0.03% 1042 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 2,432 591 0.29% 0.29% 1043 0 0.0% Q2 2026 Aug 26, 2026
BLB&B Advisors, LLC History No change 2,421 588 0.02% 0.02% 1044 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 2,371 588 0.04% 0.04% 1045 0 0.0% Q2 2026 Jul 29, 2026
Hardin Capital Partners, LLC History Added to 2,534 585 0.29% 0.26% 1048 +233 10.13% Q3 2026 Oct 08, 2026
Triumph Capital Management History No change 2,410 585 0.11% 0.11% 1046 0 0.0% Q2 2026 Jul 20, 2026
NorthStar Asset Management LLC /NJ/ History No change 2,409 585 0.24% 0.24% 1047 0 0.0% Q2 2026 Aug 05, 2026
Collaborative Wealth Managment Inc. History No change 2,406 584 0.24% 0.24% 1049 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 2,404 584 0.05% 0.05% 1050 0 0.0% Q2 2026 Aug 04, 2026
BURLING WEALTH PARTNERS, LLC History No change 2,406 584 0.09% 0.09% 1051 0 0.0% Q2 2026 Aug 04, 2026
Key Client Fiduciary Advisors, LLC History No change 2,402 583 0.17% 0.17% 1052 0 0.0% Q2 2026 Jul 09, 2026
Dorsey & Whitney Trust CO LLC History No change 2,399 582 0.03% 0.03% 1053 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 2,392 581 0.14% 0.14% 1054 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 2,392 581 0.07% 0.07% 1055 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 2,510 579 0.39% 0.43% 1057 -43 -1.68% Q3 2026 Oct 09, 2026
Accredited Investors Inc. History No change 2,383 579 0.03% 0.03% 1056 0 0.0% Q2 2026 Jul 21, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 2,380 578 0.14% 0.14% 1058 0 0.0% Q2 2026 Jul 15, 2026
Cypress Point Wealth Management, LLC History No change 2,379 578 0.12% 0.12% 1059 0 0.0% Q2 2026 Jul 17, 2026
Manuka Financial, LLC History No change 2,380 578 0.3% 0.3% 1060 0 0.0% Q2 2026 Jul 31, 2026
MASECO LLP History No change 2,382 578 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 05, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,373 576 0.3% 0.3% 1062 0 0.0% Q2 2026 Aug 12, 2026
Narus Financial Partners, LLC History No change 2,366 574 0.15% 0.15% 1063 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,514 573 0.16% 0.16% 1064 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 2,355 572 0.2% 0.2% 1065 0 0.0% Q2 2026 Jul 23, 2026
Magnolia Private Wealth, LLC History No change 2,357 572 0.31% 0.31% 1066 0 0.0% Q2 2026 Aug 05, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,353 571 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 2,344 569 0.0% 0.0% 1068 0 0.0% Q2 2026 Sep 23, 2026
Kastel Capital Advisors, LLC History No change 2,620 569 0.36% 0.36% 1069 0 0.0% Q2 2026 Jul 09, 2026
WoodTrust Financial Corp History Reduced 2,456 567 0.07% 0.08% 1071 -191 -7.22% Q3 2026 Oct 09, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 2,336 567 0.03% 0.03% 1070 0 0.0% Q2 2026 Jul 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,323 564 0.03% 0.03% 1072 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 2,311 561 0.02% 0.02% 1073 0 0.0% Q2 2026 Aug 05, 2026
STALEY CAPITAL ADVISERS INC History No change 2,311 561 0.02% 0.02% 1074 0 0.0% Q2 2026 Aug 11, 2026
Legacy Private Trust Co. History Added to 2,423 559 0.03% 0.03% 1075 +72 3.06% Q3 2026 Oct 06, 2026
West Financial Advisors, LLC History No change 2,303 559 0.08% 0.08% 1076 0 0.0% Q2 2026 Jul 08, 2026
Red Wave Investments LLC History No change 2,300 558 0.14% 0.14% 1077 0 0.0% Q2 2026 Aug 05, 2026
Confluence Wealth Services, Inc. History No change 2,283 554 0.02% 0.02% 1078 0 0.0% Q2 2026 Jul 22, 2026
Fort Sheridan Advisors LLC History No change 2,264 550 0.06% 0.06% 1079 0 0.0% Q2 2026 Aug 05, 2026
Landmark Wealth Management, LLC History No change 2,264 550 0.13% 0.13% 1080 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,263 549 0.06% 0.06% 1081 0 0.0% Q2 2026 Jul 27, 2026
AIMZ Investment Advisors, LLC History No change 2,260 549 0.15% 0.15% 1082 0 0.0% Q2 2026 Aug 13, 2026
Tactive Advisors, LLC History Reduced 2,372 547 0.13% 0.16% 1083 -231 -8.87% Q3 2026 Oct 08, 2026
FIDELITY D & D BANCORP INC History No change 2,239 544 0.19% 0.19% 1084 0 0.0% Q2 2026 Aug 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,241 544 0.06% 0.06% 1085 0 0.0% Q2 2026 Jul 09, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 2,235 543 0.05% 0.05% 1086 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 2,222 540 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 04, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 2,336 539 0.36% 0.38% 1088 +3 0.13% Q3 2026 Oct 09, 2026
Blom & Howell Financial Planning, Inc. History No change 2,216 538 0.45% 0.45% 1089 0 0.0% Q2 2026 Aug 04, 2026
IPG Investment Advisors LLC History No change 2,211 537 0.08% 0.08% 1090 0 0.0% Q2 2026 Aug 12, 2026
Coastwise Capital Group, LLC History No change 2,204 535 0.31% 0.31% 1091 0 0.0% Q2 2026 Jul 16, 2026
Round Rock Advisors LLC History No change 2,199 534 0.07% 0.07% 1092 0 0.0% Q2 2026 Aug 12, 2026
BEARING POINT CAPITAL, LLC History No change 2,200 534 0.07% 0.07% 1093 0 0.0% Q2 2026 Aug 11, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,197 533 0.02% 0.02% 1094 0 0.0% Q2 2026 Aug 03, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 2,190 532 0.21% 0.21% 1095 0 0.0% Q2 2026 Aug 06, 2026
Murphy & Mullick Capital Management Corp History No change 2,191 532 0.33% 0.33% 1096 0 0.0% Q2 2026 Aug 14, 2026
Align Financial, LLC History No change 2,178 529 0.26% 0.26% 1097 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 2,170 527 0.01% 0.01% 1098 0 0.0% Q2 2026 Jul 22, 2026
Bell Investment Advisors, Inc History No change 2,169 527 0.08% 0.08% 1099 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 2,164 525 0.24% 0.24% 1100 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,156 523 0.0% 0.0% 1101 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,151 522 0.03% 0.03% 1102 0 0.0% Q2 2026 Aug 07, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 2,145 521 0.06% 0.06% 1103 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 2,145 521 0.23% 0.23% 1104 0 0.0% Q2 2026 Aug 13, 2026
Paulson Wealth Management Inc. History No change 2,141 520 0.11% 0.11% 1105 0 0.0% Q2 2026 Aug 04, 2026
JMN Financial LLC History No change 2,141 520 0.4% 0.4% 1106 0 0.0% Q2 2026 Aug 10, 2026
GTS SECURITIES LLC History No change 2,137 519 0.01% 0.01% 1107 0 0.0% Q2 2026 Aug 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,120 515 0.07% 0.07% 1108 0 0.0% Q2 2026 Aug 12, 2026
Aureus Asset Management, LLC History No change 2,117 514 0.03% 0.03% 1109 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 2,117 514 0.06% 0.06% 1110 0 0.0% Q2 2026 Sep 02, 2026
NOTTINGHAM ADVISORS, INC. History No change 2,116 512 0.06% 0.06% 1111 0 0.0% Q2 2026 Jul 27, 2026
Capital Investment Advisors, LLC History No change 2,109 512 0.01% 0.01% 1112 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 2,107 511 0.24% 0.24% 1113 0 0.0% Q2 2026 Sep 18, 2026
PINNACLE ASSOCIATES LTD History No change 2,103 510 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 2,097 509 0.03% 0.03% 1115 0 0.0% Q2 2026 Jul 23, 2026
Copia Wealth Management History No change 2,092 508 0.31% 0.31% 1116 0 0.0% Q2 2026 Aug 17, 2026
Greenhouse Wealth Management, LLC History No change 2,080 505 0.35% 0.35% 1117 0 0.0% Q2 2026 Aug 06, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 2,080 505 0.16% 0.16% 1118 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History Added to 2,181 503 0.04% 0.05% 1119 +1 0.05% Q3 2026 Oct 01, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,070 503 0.14% 0.14% 1120 0 0.0% Q2 2026 Aug 07, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,069 502 0.04% 0.04% 1121 0 0.0% Q2 2026 Jul 27, 2026
Financial Futures Ltd Liability Co. History No change 2,060 500 0.19% 0.19% 1122 0 0.0% Q2 2026 Jul 27, 2026
Taylor & Morgan Wealth Management, LLC History Added to 2,150 496 0.24% 0.26% 1124 +3 0.14% Q3 2026 Oct 09, 2026
GreatBanc Trust CO History No change 2,045 496 0.31% 0.31% 1123 0 0.0% Q2 2026 Jul 29, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 2,035 494 0.03% 0.03% 1125 0 0.0% Q2 2026 Aug 06, 2026
Provident Wealth Management, LLC History No change 2,035 494 0.13% 0.13% 1126 0 0.0% Q2 2026 Aug 04, 2026
VILLERE ST DENIS J & CO LLC History No change 2,022 491 0.06% 0.06% 1127 0 0.0% Q2 2026 Aug 07, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 2,024 491 0.2% 0.2% 1128 0 0.0% Q2 2026 Jul 14, 2026
CEERA INVESTMENTS, LLC History No change 2,022 491 0.21% 0.21% 1129 0 0.0% Q2 2026 Aug 05, 2026
Wilson & Boucher Capital Management, LLC History No change 2,021 491 0.29% 0.29% 1130 0 0.0% Q2 2026 Aug 18, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 2,022 491 0.12% 0.12% 1131 0 0.0% Q2 2026 Jul 30, 2026
DOLIVER ADVISORS, LP History Added to 2,125 490 0.11% 0.12% 1132 +17 0.81% Q3 2026 Oct 01, 2026
Clark Capital Management Group, Inc. History No change 2,014 489 0.0% 0.0% 1133 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Capital Advisors, Inc History No change 2,007 487 0.18% 0.18% 1134 0 0.0% Q2 2026 Jul 23, 2026
Rathbones Group PLC History No change 2,000 485 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 23, 2026
BANTAMAC CAPITAL, LLC History No change 2,000 485 0.25% 0.25% 1136 0 0.0% Q2 2026 Aug 10, 2026
Iowa State Bank History No change 2,099 484 0.08% 0.09% 1137 0 0.0% Q3 2026 Oct 06, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 2,094 483 0.27% 0.28% 1138 -37 -1.74% Q3 2026 Oct 07, 2026
DEARBORN PARTNERS LLC History No change 2,221 482 0.03% 0.03% 1139 0 0.0% Q2 2026 Aug 13, 2026
Galvin, Gaustad & Stein, LLC History Reduced 2,079 480 0.04% 0.04% 1142 -220 -9.57% Q3 2026 Oct 08, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,977 480 0.01% 0.01% 1140 0 0.0% Q2 2026 Aug 10, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,979 480 0.03% 0.03% 1141 0 0.0% Q2 2026 Aug 06, 2026
South Shore Capital Advisors History No change 1,979 480 0.32% 0.32% 1143 0 0.0% Q2 2026 Jul 30, 2026
AssuredPartners Investment Advisors, LLC History No change 1,979 480 0.05% 0.05% 1144 0 0.0% Q2 2026 Aug 10, 2026
Forum Financial Management, LP History No change 1,970 478 0.01% 0.01% 1145 0 0.0% Q2 2026 Jul 23, 2026
Tradewinds, LLC. History No change 17,626 478 0.11% 0.11% 1146 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 1,966 477 0.03% 0.03% 1147 0 0.0% Q2 2026 Jul 15, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 1,966 477 0.12% 0.12% 1148 0 0.0% Q2 2026 Jul 13, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 1,962 476 0.15% 0.15% 1149 0 0.0% Q2 2026 Aug 14, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 1,955 475 0.09% 0.09% 1150 0 0.0% Q2 2026 Jul 09, 2026
Apeiron RIA LLC History New 2,043 474 0.11% — 1153 +2,043 New Q3 2026 Oct 08, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 1,954 474 0.12% 0.12% 1151 0 0.0% Q2 2026 Aug 12, 2026
Carnegie Investment Counsel History No change 1,951 474 0.01% 0.01% 1152 0 0.0% Q2 2026 Jul 30, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 1,951 473 0.2% 0.2% 1154 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Advisors, LLC /UT History No change 1,943 472 0.09% 0.09% 1155 0 0.0% Q2 2026 Jul 23, 2026
Investment Insight Wealth Management, LLC History No change 1,941 471 0.41% 0.41% 1156 0 0.0% Q2 2026 Jul 27, 2026
Summit Trail Advisors, LLC History No change 1,937 470 0.01% 0.01% 1157 0 0.0% Q2 2026 Aug 11, 2026
Argentarii, LLC History No change 1,879 469 0.14% 0.14% 1158 0 0.0% Q2 2026 Aug 12, 2026
National Wealth Management Group, LLC History No change 1,926 468 0.14% 0.14% 1159 0 0.0% Q2 2026 Jul 14, 2026
CM WEALTH ADVISORS LLC History No change 1,926 467 0.08% 0.08% 1160 0 0.0% Q2 2026 Aug 10, 2026
Kera Capital Partners, Inc. History No change 1,923 467 0.04% 0.04% 1161 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 1,864 465 0.01% 0.01% 1162 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,912 464 0.0% 0.0% 1163 0 0.0% Q2 2026 Aug 12, 2026
Skyline Advisors, Inc. History No change 1,911 464 0.15% 0.15% 1164 0 0.0% Q2 2026 Jul 20, 2026
Winthrop Capital Management, LLC History No change 1,910 464 0.11% 0.11% 1165 0 0.0% Q2 2026 Aug 13, 2026
Aspen Grove Capital, LLC History No change 1,901 462 0.07% 0.07% 1166 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 1,904 462 0.02% 0.02% 1167 0 0.0% Q2 2026 Aug 06, 2026
Athena Investment Management History No change 1,898 461 0.27% 0.27% 1168 0 0.0% Q2 2026 Aug 06, 2026
REXFORD CAPITAL INC History No change 1,900 461 0.28% 0.28% 1169 0 0.0% Q2 2026 Jul 29, 2026
Chevy Chase Trust Holdings, LLC History No change 1,896 460 0.0% 0.0% 1170 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Capital Partners, LLC History No change 1,897 460 0.1% 0.1% 1171 0 0.0% Q2 2026 Aug 14, 2026
SeedSafe Financial LLC History No change 1,893 459 0.33% 0.33% 1172 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,887 458 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 1,873 455 0.05% 0.05% 1174 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,959 452 0.13% 0.15% 1175 -60 -2.97% Q3 2026 Oct 07, 2026
Bogart Wealth, LLC History No change 1,858 451 0.02% 0.02% 1176 0 0.0% Q2 2026 Jul 24, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,855 450 0.05% 0.05% 1177 0 0.0% Q2 2026 Jul 28, 2026
Investments & Financial Planning, LLC History No change 1,840 447 0.21% 0.21% 1178 0 0.0% Q2 2026 Aug 12, 2026
CGC Financial Services, LLC History No change 1,841 447 0.1% 0.1% 1179 0 0.0% Q2 2026 Jul 13, 2026
Solutions 4 Wealth, Ltd History No change 1,841 447 0.58% 0.58% 1180 0 0.0% Q2 2026 Jul 29, 2026
Thayer Partners, LLC / MA History No change 1,840 447 0.19% 0.19% 1181 0 0.0% Q2 2026 Jul 31, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,836 446 0.18% 0.18% 1182 0 0.0% Q2 2026 Sep 18, 2026
CoreCap Advisors, LLC History Reduced 1,918 443 0.01% 0.01% 1185 -68 -3.42% Q3 2026 Oct 08, 2026
Evercore Wealth Management, LLC History No change 1,827 443 0.01% 0.01% 1183 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 1,824 443 0.01% 0.01% 1184 0 0.0% Q2 2026 Jul 13, 2026
Next Level Private LLC History No change 1,827 443 0.09% 0.09% 1186 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,812 439 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 27, 2026
Cypress Wealth Services, LLC History No change 1,804 438 0.05% 0.05% 1188 0 0.0% Q2 2026 Jul 10, 2026
First American Bank History No change 1,793 435 0.02% 0.02% 1189 0 0.0% Q2 2026 Jul 15, 2026
Capital Advisors, Ltd. LLC History No change 1,791 435 0.04% 0.04% 1190 0 0.0% Q2 2026 Jul 16, 2026
Uptown Financial Advisors LLC History No change 1,788 434 0.29% 0.29% 1191 0 0.0% Q2 2026 Jul 10, 2026
TPG Advisors LLC History No change 1,778 432 0.24% 0.24% 1192 0 0.0% Q2 2026 Jul 29, 2026
Carnegie Lake Advisors LLC History No change 1,775 431 0.16% 0.16% 1193 0 0.0% Q2 2026 Jul 24, 2026
NWF Advisory Services Inc. History No change 1,773 430 0.04% 0.04% 1194 0 0.0% Q2 2026 Jul 29, 2026
Van Diest Capital, LLC History No change 1,771 430 0.39% 0.39% 1195 0 0.0% Q2 2026 Aug 04, 2026
MKD WEALTH COACHES, LLC History New 1,860 429 0.35% — 1198 +1,860 New Q3 2026 Oct 08, 2026
Stewardship Advisors, LLC History No change 1,769 429 0.09% 0.09% 1196 0 0.0% Q2 2026 Jul 20, 2026
Old North State Wealth Management, LLC History No change 1,763 429 0.18% 0.18% 1197 0 0.0% Q2 2026 Jul 17, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,763 428 0.04% 0.04% 1199 0 0.0% Q2 2026 Jul 14, 2026
Ethos Financial Group, LLC History No change 1,748 428 0.03% 0.03% 1200 0 0.0% Q2 2026 Aug 07, 2026
Drucker Wealth 3.0, LLC History No change 1,765 428 0.07% 0.07% 1201 0 0.0% Q2 2026 Jul 13, 2026
Davis Investment Partners, LLC History No change 1,759 427 0.13% 0.13% 1202 0 0.0% Q2 2026 Aug 07, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 1,759 427 0.16% 0.16% 1203 0 0.0% Q2 2026 Jul 22, 2026
Ridgewood Investments LLC History Reduced 1,848 426 0.16% 0.17% 1204 -13 -0.7% Q3 2026 Oct 05, 2026
Sterling Investment Counsel, LLC History No change 1,757 426 0.1% 0.1% 1205 0 0.0% Q2 2026 Jul 20, 2026
Crusonia Wealth Advisors LLC History No change 1,753 425 0.07% 0.07% 1206 0 0.0% Q2 2026 Jul 30, 2026
Dakota Wealth Management History No change 1,746 424 0.01% 0.01% 1207 0 0.0% Q2 2026 Aug 07, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,743 423 0.04% 0.04% 1208 0 0.0% Q2 2026 Jul 23, 2026
Berman McAleer LLC History No change 1,736 421 0.05% 0.05% 1209 0 0.0% Q2 2026 Jul 16, 2026
Cove Private Wealth, LLC History No change 1,725 419 0.08% 0.08% 1210 0 0.0% Q2 2026 Jul 31, 2026
Outbound Financial Inc History No change 1,727 419 0.27% 0.27% 1211 0 0.0% Q2 2026 Jul 15, 2026
Sonoma Private Wealth LLC History No change 1,719 417 0.45% 0.45% 1212 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 1,705 414 0.02% 0.02% 1213 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 1,702 413 0.02% 0.02% 1214 0 0.0% Q2 2026 Jul 29, 2026
Seed Wealth Management, Inc. History No change 1,700 413 0.26% 0.26% 1215 0 0.0% Q2 2026 Jul 27, 2026
New England Private Wealth Advisors LLC History No change 1,691 412 0.04% 0.04% 1216 0 0.0% Q2 2026 Aug 04, 2026
Bradley & Co. Private Wealth Management, LLC History No change 1,695 411 0.2% 0.2% 1217 0 0.0% Q2 2026 Aug 10, 2026
Brightwater Advisory LLC History No change 1,688 410 0.26% 0.26% 1218 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Strategies, Inc. History No change 1,675 407 0.03% 0.03% 1219 0 0.0% Q2 2026 Jul 24, 2026
MWA Asset Management History No change 1,678 407 0.18% 0.18% 1220 0 0.0% Q2 2026 Jul 31, 2026
Connecticut Wealth Management, LLC History No change 1,672 406 0.02% 0.02% 1221 0 0.0% Q2 2026 Jul 29, 2026
HSBC HOLDINGS PLC History No change 1,670 405 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 14, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,666 405 0.02% 0.02% 1223 0 0.0% Q2 2026 Jul 24, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 1,655 402 0.04% 0.04% 1224 0 0.0% Q2 2026 Jul 29, 2026
BWM Planning, LLC History No change 1,655 402 0.09% 0.09% 1225 0 0.0% Q2 2026 Jul 23, 2026
Berger Financial Group, Inc History No change 1,651 401 0.02% 0.02% 1226 0 0.0% Q2 2026 Aug 04, 2026
SEMITAM BONAM LLC History No change 1,630 396 0.29% 0.29% 1227 0 0.0% Q2 2026 Jul 24, 2026
Curated Wealth Partners LLC History No change 1,629 395 0.05% 0.05% 1228 0 0.0% Q2 2026 Aug 14, 2026
Annandale Capital, LLC History No change 1,625 395 0.05% 0.05% 1229 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 1,621 393 0.04% 0.04% 1230 0 0.0% Q2 2026 Jul 16, 2026
Cambria Investment Management, L.P. History No change 1,616 392 0.02% 0.02% 1231 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,604 389 0.01% 0.01% 1232 0 0.0% Q2 2026 Aug 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,593 387 0.03% 0.03% 1233 0 0.0% Q2 2026 Aug 03, 2026
New Hampshire Trust History No change 1,596 387 0.07% 0.07% 1234 0 0.0% Q2 2026 Jul 27, 2026
AA Financial Advisors, LLC History No change 1,593 387 0.05% 0.05% 1235 0 0.0% Q2 2026 Jul 17, 2026
GUIDANCE CAPITAL, INC History No change 1,575 386 0.08% 0.08% 1236 0 0.0% Q2 2026 Jul 20, 2026
1ST SOURCE BANK History No change 1,583 384 0.02% 0.02% 1237 0 0.0% Q2 2026 Aug 06, 2026
Team Hewins, LLC History No change 1,582 384 0.11% 0.11% 1238 0 0.0% Q2 2026 Jul 29, 2026
Vantage Point Financial LLC History No change 1,573 382 0.12% 0.12% 1239 0 0.0% Q2 2026 Aug 14, 2026
Dala Group, LLC History No change 1,572 382 0.31% 0.31% 1240 0 0.0% Q2 2026 Aug 10, 2026
Clear Creek Financial Management, LLC History No change 1,571 381 0.02% 0.02% 1241 0 0.0% Q2 2026 Jul 27, 2026
Capasso Planning Partners LLC History No change 1,569 381 0.19% 0.19% 1242 0 0.0% Q2 2026 Aug 18, 2026
North Capital, Inc. History No change 1,571 381 0.29% 0.29% 1243 0 0.0% Q2 2026 Jul 14, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 1,565 380 0.1% 0.1% 1244 0 0.0% Q2 2026 Jul 16, 2026
Richmond Investment Services, LLC History No change 1,558 378 0.12% 0.12% 1245 0 0.0% Q2 2026 Jul 27, 2026
Milestone Asset Management Group, LLC History No change 1,552 377 0.19% 0.19% 1246 0 0.0% Q2 2026 Jul 30, 2026
Axim Planning & Wealth History No change 1,548 376 0.53% 0.53% 1247 0 0.0% Q2 2026 Aug 13, 2026
Columbia Asset Management History No change 1,541 374 0.07% 0.07% 1248 0 0.0% Q2 2026 Jul 21, 2026
Keystone Financial Group History No change 1,539 373 0.02% 0.02% 1249 0 0.0% Q2 2026 Jul 29, 2026
Integrity Financial Corp /WA History No change 1,536 373 0.18% 0.18% 1250 0 0.0% Q2 2026 Jul 31, 2026
Gilliland Jeter Wealth Management LLC History No change 1,536 373 0.1% 0.1% 1251 0 0.0% Q2 2026 Jul 29, 2026
Richard P Slaughter Associates Inc History No change 1,531 372 0.07% 0.07% 1252 0 0.0% Q2 2026 Jul 13, 2026
Bonfire Financial History No change 1,517 368 0.24% 0.24% 1253 0 0.0% Q2 2026 Aug 07, 2026
BCR Wealth Strategies, LLC History No change 1,517 368 0.1% 0.1% 1254 0 0.0% Q2 2026 Jul 31, 2026
EASTERN BANK History Added to 1,589 367 0.01% 0.01% 1255 +80 5.3% Q3 2026 Oct 05, 2026
Curi Capital, LLC History No change 1,504 365 0.01% 0.01% 1256 0 0.0% Q2 2026 Aug 14, 2026
My Personal CFO, LLC History No change 1,504 365 0.14% 0.14% 1257 0 0.0% Q2 2026 Jul 21, 2026
Argent Advisors, Inc. History No change 1,500 364 0.09% 0.09% 1258 0 0.0% Q2 2026 Aug 05, 2026
VESTIA PERSONAL WEALTH ADVISORS History No change 1,494 363 0.14% 0.14% 1259 0 0.0% Q2 2026 Aug 10, 2026
Synergy Asset Management, LLC History No change 1,490 362 0.03% 0.03% 1260 0 0.0% Q2 2026 Jul 22, 2026
Invst, LLC History No change 1,491 362 0.04% 0.04% 1261 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 1,488 361 0.09% 0.09% 1262 0 0.0% Q2 2026 Jul 13, 2026
Pearl Planning LLC History No change 1,483 360 0.17% 0.17% 1263 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 1,478 359 0.02% 0.02% 1264 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 1,479 359 0.02% 0.02% 1265 0 0.0% Q2 2026 Aug 20, 2026
Solstein Capital, LLC History No change 1,478 359 0.12% 0.12% 1266 0 0.0% Q2 2026 Aug 12, 2026
Thrive Wealth Management, LLC History No change 1,470 357 0.05% 0.05% 1267 0 0.0% Q2 2026 Jul 07, 2026
FLAGSTAR SECURITIES, INC History No change 1,465 356 0.11% 0.11% 1268 0 0.0% Q2 2026 Jul 15, 2026
Salus Financial Advisors, LLC History No change 1,468 356 0.18% 0.18% 1269 0 0.0% Q2 2026 Aug 06, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 1,463 355 0.19% 0.19% 1270 0 0.0% Q2 2026 Jul 24, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 1,465 355 0.11% 0.11% 1271 0 0.0% Q2 2026 Jul 22, 2026
APPLETON PARTNERS INC/MA History No change 1,456 354 0.02% 0.02% 1272 0 0.0% Q2 2026 Jul 21, 2026
KDK Private Wealth Management, LLC History No change 1,460 354 0.29% 0.29% 1273 0 0.0% Q2 2026 Aug 12, 2026
EWA, LLC History No change 1,458 354 0.06% 0.06% 1274 0 0.0% Q2 2026 Jul 14, 2026
LWM ADVISORS INC History Added to 1,532 353 0.27% 0.27% 1277 +23 1.52% Q3 2026 Oct 08, 2026
Performance Wealth Partners, LLC History No change 1,455 353 0.01% 0.01% 1275 0 0.0% Q2 2026 Aug 07, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,482 353 0.04% 0.04% 1276 0 0.0% Q2 2026 Jul 14, 2026
Meredith Wealth Planning History No change 1,447 351 0.08% 0.08% 1278 0 0.0% Q2 2026 Jul 24, 2026
Altiora Financial Group, LLC History No change 1,441 350 0.06% 0.06% 1279 0 0.0% Q2 2026 Aug 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,439 349 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 06, 2026
Harbor Asset Planning, Inc. History No change 1,438 349 0.26% 0.26% 1281 0 0.0% Q2 2026 Jul 22, 2026
Gambit Capital Management, LLC History No change 1,434 348 0.2% 0.2% 1282 0 0.0% Q2 2026 Aug 11, 2026
Park Edge Advisors, LLC History No change 1,431 347 0.07% 0.07% 1283 0 0.0% Q2 2026 Jul 10, 2026
ROMAN BUTLER FULLERTON & CO History No change 1,433 346 0.08% 0.08% 1284 0 0.0% Q2 2026 Aug 06, 2026
Procyon Advisors, LLC History No change 1,424 346 0.01% 0.01% 1285 0 0.0% Q2 2026 Jul 09, 2026
W.H. Cornerstone Investments Inc. History No change 1,425 346 0.2% 0.2% 1286 0 0.0% Q2 2026 Aug 07, 2026
Holland Advisory Services, Inc. History No change 1,422 345 0.38% 0.38% 1287 0 0.0% Q2 2026 Jul 13, 2026
Yoder Wealth Management, Inc. History No change 1,423 345 0.13% 0.13% 1288 0 0.0% Q2 2026 Jul 22, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 1,417 344 0.07% 0.07% 1289 0 0.0% Q2 2026 Aug 13, 2026
Accurate Wealth Management, LLC History No change 1,425 344 0.03% 0.03% 1290 0 0.0% Q2 2026 Jul 14, 2026
Amplius Wealth Advisors, LLC History No change 1,413 343 0.03% 0.03% 1291 0 0.0% Q2 2026 Jul 17, 2026
Finward Bancorp History No change 1,406 341 0.26% 0.26% 1292 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Services, Inc. History No change 1,405 341 0.01% 0.01% 1293 0 0.0% Q2 2026 Aug 24, 2026
Sage Financial Management Group, Inc. History No change 1,406 341 0.09% 0.09% 1294 0 0.0% Q2 2026 Jul 24, 2026
Independent Wealth Network Inc. History No change 1,406 341 0.09% 0.09% 1295 0 0.0% Q2 2026 Jul 20, 2026
Founders Financial Alliance, LLC History No change 1,403 340 0.05% 0.05% 1296 0 0.0% Q2 2026 Aug 04, 2026
WRAPMANAGER INC History No change 1,396 339 0.11% 0.11% 1297 0 0.0% Q2 2026 Aug 05, 2026
SVB WEALTH LLC History No change 1,390 337 0.02% 0.02% 1298 0 0.0% Q2 2026 Jul 17, 2026
Western Pacific Wealth Management, LP History No change 1,384 336 0.3% 0.3% 1299 0 0.0% Q2 2026 Aug 07, 2026
Milestone Investment Advisors LLC History No change 1,366 331 0.07% 0.07% 1300 0 0.0% Q2 2026 Aug 14, 2026
Graney & King, LLC History No change 1,845 330 0.12% 0.12% 1301 0 0.0% Q2 2026 Aug 07, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 1,353 328 0.1% 0.1% 1302 0 0.0% Q2 2026 Aug 04, 2026
Montis Financial, LLC History No change 1,340 325 0.07% 0.07% 1303 0 0.0% Q2 2026 Aug 05, 2026
DecisionMap Wealth Management, LLC History No change 1,336 324 0.18% 0.18% 1304 0 0.0% Q2 2026 Jul 21, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 1,333 323 0.12% 0.12% 1305 0 0.0% Q2 2026 Jul 20, 2026
HEADINVEST, LLC History No change 1,325 321 0.06% 0.06% 1306 0 0.0% Q2 2026 Aug 14, 2026
Kendall Capital Management History No change 1,323 321 0.05% 0.05% 1307 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 1,315 321 0.08% 0.08% 1308 0 0.0% Q2 2026 Aug 14, 2026
Hippocratic Financial Advisors, LLC History No change 1,323 321 0.12% 0.12% 1309 0 0.0% Q2 2026 Aug 03, 2026
HHM Wealth Advisors, LLC History No change 1,318 320 0.03% 0.03% 1310 0 0.0% Q2 2026 Jul 13, 2026
Cassaday & Co Wealth Management LLC History No change 1,319 320 0.01% 0.01% 1311 0 0.0% Q2 2026 Aug 10, 2026
CLARIS ADVISORS, LLC / MO / History No change 1,314 319 0.08% 0.08% 1312 0 0.0% Q2 2026 Jul 21, 2026
XXI WEALTH, LLC History No change 1,311 318 0.15% 0.15% 1313 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 1,372 317 0.02% 0.02% 1315 +146 11.91% Q3 2026 Oct 08, 2026
Advocacy Wealth Management, LLC History No change 1,305 317 0.01% 0.01% 1314 0 0.0% Q2 2026 Jul 29, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 1,369 316 0.08% 0.08% 1316 +6 0.44% Q3 2026 Oct 09, 2026
Capital Group Private Client Services, Inc. History No change 1,300 315 0.0% 0.0% 1317 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 1,293 314 0.05% 0.05% 1318 0 0.0% Q2 2026 Jul 24, 2026
Wealth Quarterback LLC History No change 1,294 314 0.1% 0.1% 1319 0 0.0% Q2 2026 Jul 27, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 1,287 312 0.19% 0.19% 1320 0 0.0% Q2 2026 Jul 29, 2026
Brady Martz Wealth Solutions, LLC History No change 1,282 311 0.05% 0.05% 1321 0 0.0% Q2 2026 Jul 23, 2026
MOR Wealth Management, LLC History No change 1,277 310 0.12% 0.12% 1322 0 0.0% Q2 2026 Aug 06, 2026
WealthTrak Capital Management LLC History No change 1,273 309 0.2% 0.2% 1323 0 0.0% Q2 2026 Aug 04, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 1,264 307 0.09% 0.09% 1324 0 0.0% Q2 2026 Jul 16, 2026
Austin Wealth Management, LLC History No change 1,261 307 0.06% 0.06% 1325 0 0.0% Q2 2026 Jul 22, 2026
Foundation Wealth Management, LLC\PA History No change 1,266 307 0.09% 0.09% 1326 0 0.0% Q2 2026 Jul 21, 2026
TI-TRUST, INC History No change 1,263 306 0.16% 0.16% 1327 0 0.0% Q2 2026 Jul 23, 2026
Inspire Advisors, LLC History No change 1,256 305 0.02% 0.02% 1328 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 1,257 305 0.0% 0.0% 1329 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 1,253 304 0.04% 0.04% 1330 0 0.0% Q2 2026 Aug 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,244 303 0.08% 0.08% 1331 0 0.0% Q2 2026 Jul 30, 2026
TOWER BRIDGE ADVISORS History No change 1,250 303 0.03% 0.03% 1332 0 0.0% Q2 2026 Aug 12, 2026
Cherry Creek Investment Advisors, Inc. History No change 1,248 303 0.12% 0.12% 1333 0 0.0% Q2 2026 Jul 30, 2026
Tenon Financial LLC History No change 1,246 302 0.1% 0.1% 1334 0 0.0% Q2 2026 Jul 24, 2026
L. Roy Papp & Associates, LLP History No change 1,238 300 0.03% 0.03% 1335 0 0.0% Q2 2026 Jul 23, 2026
Legacy Advisors, LLC History No change 1,235 300 0.03% 0.03% 1336 0 0.0% Q2 2026 Jul 24, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 1,237 300 0.07% 0.07% 1337 0 0.0% Q2 2026 Jul 07, 2026
Ares Financial Consulting, LLC History No change 1,237 300 0.22% 0.22% 1338 0 0.0% Q2 2026 Jul 09, 2026
New Covenant Trust Company, N.A. History Reduced 1,296 299 0.21% 0.27% 1342 -181 -12.25% Q3 2026 Oct 08, 2026
Winthrop Advisory Group LLC History No change 1,231 299 0.02% 0.02% 1339 0 0.0% Q2 2026 Jul 17, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,234 299 0.02% 0.02% 1340 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 1,234 299 0.05% 0.05% 1341 0 0.0% Q2 2026 Aug 13, 2026
Lexington Hill Partners, LLC History No change 1,232 299 0.14% 0.14% 1343 0 0.0% Q2 2026 Jul 08, 2026
Sound Income Strategies, LLC History Reduced 1,277 298 0.01% 0.01% 1344 -49 -3.7% Q3 2026 Oct 09, 2026
Callan Family Office, LLC History No change 1,224 297 0.01% 0.01% 1345 0 0.0% Q2 2026 Aug 11, 2026
Harvest Investment Services, LLC History No change 1,220 296 0.05% 0.05% 1346 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 1,217 295 0.0% 0.0% 1347 0 0.0% Q2 2026 Aug 06, 2026
Bernicke Wealth Management, Ltd. History No change 1,217 295 0.03% 0.03% 1348 0 0.0% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History No change 1,215 295 0.02% 0.02% 1349 0 0.0% Q2 2026 Jul 23, 2026
Kroeger Financial Partners History No change 1,210 294 0.28% 0.28% 1350 0 0.0% Q2 2026 Jul 27, 2026
FELL CAPITAL MANAGEMENT /ADV History Reduced 1,264 292 0.25% 0.27% 1351 -50 -3.81% Q3 2026 Oct 09, 2026
Harbour Capital Advisors, LLC History No change 1,207 292 0.05% 0.05% 1352 0 0.0% Q2 2026 Jul 15, 2026
Tandem Financial, LLC History No change 1,205 292 0.09% 0.09% 1353 0 0.0% Q2 2026 Aug 13, 2026
Kraft, Davis & Associates, LLC History No change 1,219 291 0.06% 0.06% 1354 0 0.0% Q2 2026 Jul 09, 2026
Balboa Wealth Partners History No change 1,198 291 0.04% 0.04% 1355 0 0.0% Q2 2026 Aug 10, 2026
Golden State Wealth Management, LLC History No change 1,195 290 0.03% 0.03% 1356 0 0.0% Q2 2026 Jul 22, 2026
ADVOCATE GROUP LLC History No change 1,184 287 0.04% 0.04% 1357 0 0.0% Q2 2026 Jul 17, 2026
Crumly & Associates Inc. History No change 1,242 286 0.05% 0.06% 1358 0 0.0% Q3 2026 Oct 07, 2026
SilverOak Wealth Management LLC History No change 1,181 286 0.04% 0.04% 1359 0 0.0% Q2 2026 Jul 29, 2026
ROMANO BROTHERS AND COMPANY History No change 1,175 285 0.03% 0.03% 1360 0 0.0% Q2 2026 Jul 21, 2026
Gilbert & Cook, Inc. History No change 1,170 284 0.03% 0.03% 1361 0 0.0% Q2 2026 Jul 28, 2026
Anchor Bay Capital, Inc. History No change 1,140 284 0.15% 0.15% 1362 0 0.0% Q2 2026 Aug 11, 2026
Philadelphia Investment Partners, LLC History No change 1,171 284 0.18% 0.18% 1363 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 1,165 283 0.02% 0.02% 1364 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 1,167 283 0.03% 0.03% 1365 0 0.0% Q2 2026 Jul 27, 2026
RCS Financial Planning, LLC History No change 1,165 283 0.13% 0.13% 1366 0 0.0% Q2 2026 Jul 22, 2026
Highland Investment Advisors LLC History No change 1,167 283 0.12% 0.12% 1367 0 0.0% Q2 2026 Aug 13, 2026
Intelligence Driven Advisers, LLC History Added to 1,223 282 0.05% 0.05% 1368 +5 0.41% Q3 2026 Oct 09, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History No change 1,160 281 0.15% 0.15% 1369 0 0.0% Q2 2026 Jul 20, 2026
Red Door Wealth Management, LLC History No change 1,156 280 0.03% 0.03% 1370 0 0.0% Q2 2026 Jul 13, 2026
CERTUITY, LLC History No change 1,153 280 0.01% 0.01% 1371 0 0.0% Q2 2026 Jul 28, 2026
EHRLICH FINANCIAL GROUP History No change 1,150 279 0.14% 0.14% 1372 0 0.0% Q2 2026 Jul 09, 2026
BAYBAN History No change 1,150 279 0.21% 0.21% 1373 0 0.0% Q2 2026 Jul 30, 2026
BEACON FINANCIAL PLANNING, INC History No change 1,146 278 0.09% 0.09% 1374 0 0.0% Q2 2026 Aug 06, 2026
GRANVILLE CAPITAL, INC. History No change 1,142 277 0.12% 0.12% 1375 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 1,141 277 0.02% 0.02% 1376 0 0.0% Q2 2026 Aug 06, 2026
Passive Capital Management, LLC. History No change 1,310 277 0.09% 0.09% 1377 0 0.0% Q2 2026 Aug 10, 2026
Veratis Advisors, Inc. History No change 1,141 277 0.2% 0.2% 1378 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 1,138 276 0.04% 0.04% 1379 0 0.0% Q2 2026 Aug 05, 2026
Keener Financial Planning LLC History No change 1,138 276 0.1% 0.1% 1380 0 0.0% Q2 2026 Jul 31, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,134 275 0.18% 0.18% 1381 0 0.0% Q2 2026 Aug 05, 2026
Merrithew & Thorsten Inc History No change 1,135 275 0.23% 0.23% 1382 0 0.0% Q2 2026 Jul 31, 2026
WORLD EQUITY GROUP, INC. History No change 1,131 274 0.06% 0.06% 1383 0 0.0% Q2 2026 Jul 09, 2026
Sound View Wealth Advisors Group, LLC History No change 1,128 274 0.02% 0.02% 1384 0 0.0% Q2 2026 Aug 11, 2026
Schrum Private Wealth Management LLC History No change 1,504 274 0.28% 0.28% 1385 0 0.0% Q2 2026 Aug 10, 2026
HORAN Wealth, LLC History No change 1,131 274 0.03% 0.03% 1386 0 0.0% Q2 2026 Aug 26, 2026
Financial Management Professionals, Inc. History No change 1,127 273 0.03% 0.03% 1387 0 0.0% Q2 2026 Jul 09, 2026
Omega Financial Group, LLC History No change 1,127 273 0.08% 0.08% 1388 0 0.0% Q2 2026 Jul 21, 2026
Pitcairn Wealth Advisors LLC History No change 1,126 273 0.03% 0.03% 1389 0 0.0% Q2 2026 Aug 10, 2026
M3 Advisory Group, LLC History No change 1,123 272 0.14% 0.14% 1390 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,117 271 0.02% 0.02% 1391 0 0.0% Q2 2026 Aug 05, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,117 271 0.08% 0.08% 1392 0 0.0% Q2 2026 Jul 31, 2026
Lauterbach Financial Advisors, LLC History No change 1,117 271 0.12% 0.12% 1393 0 0.0% Q2 2026 Jul 27, 2026
Liberty Capital Management, Inc. History No change 1,112 270 0.05% 0.05% 1394 0 0.0% Q2 2026 Jul 17, 2026
Advisory Solutions Group, LLC History No change 1,112 270 0.09% 0.09% 1395 0 0.0% Q2 2026 Jul 29, 2026
WEST BANCORPORATION INC History No change 1,111 269 0.12% 0.12% 1396 0 0.0% Q2 2026 Jul 23, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 1,110 269 0.14% 0.14% 1397 0 0.0% Q2 2026 Jul 28, 2026
Legacy Wealth Managment, LLC/ID History No change 1,109 269 0.11% 0.11% 1398 0 0.0% Q2 2026 Aug 13, 2026
Daviman Financial, LLC History No change 1,109 269 0.15% 0.15% 1399 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History No change 1,104 268 0.04% 0.04% 1400 0 0.0% Q2 2026 Aug 11, 2026
Pinion Investment Advisors, LLC History No change 1,095 266 0.05% 0.05% 1401 0 0.0% Q2 2026 Aug 06, 2026
Accel Wealth Management History No change 1,095 266 0.06% 0.06% 1402 0 0.0% Q2 2026 Jul 10, 2026
Straight Path Wealth Management History No change 1,097 266 0.06% 0.06% 1403 0 0.0% Q2 2026 Jul 27, 2026
Cooper Financial Group History Reduced 1,148 265 0.02% 0.02% 1406 -15 -1.29% Q3 2026 Oct 07, 2026
Obermeyer Wealth Partners History No change 1,094 265 0.01% 0.01% 1404 0 0.0% Q2 2026 Jul 29, 2026
Murphy Pohlad Asset Management LLC History No change 1,092 265 0.09% 0.09% 1405 0 0.0% Q2 2026 Jul 21, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 1,087 264 0.04% 0.04% 1407 0 0.0% Q2 2026 Jul 29, 2026
SFMG, LLC History No change 1,085 263 0.02% 0.02% 1408 0 0.0% Q2 2026 Aug 13, 2026
RFG HOLDINGS, INC. History No change 1,085 263 0.06% 0.06% 1409 0 0.0% Q2 2026 Jul 29, 2026
Investment Advisory Group, LLC History No change 1,086 263 0.06% 0.06% 1410 0 0.0% Q2 2026 Aug 06, 2026
CIDEL ASSET MANAGEMENT INC History No change 1,075 261 0.01% 0.01% 1411 0 0.0% Q2 2026 Jul 17, 2026
Winthrop Partners - WNY, LLC History No change 1,058 257 0.13% 0.13% 1412 0 0.0% Q2 2026 Jul 15, 2026
Sargent Investment Group, LLC History No change 1,060 257 0.03% 0.03% 1413 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 1,059 257 0.08% 0.08% 1414 0 0.0% Q2 2026 Jul 31, 2026
Granite FO LLC History No change 1,055 256 0.14% 0.14% 1415 0 0.0% Q2 2026 Jul 15, 2026
Cottage Street Advisors LLC History No change 1,051 255 0.1% 0.1% 1416 0 0.0% Q2 2026 Jul 20, 2026
MBL Wealth, LLC History No change 1,053 255 0.02% 0.02% 1417 0 0.0% Q2 2026 Jul 15, 2026
Salomon & Ludwin, LLC History No change 1,047 254 0.02% 0.02% 1418 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 1,049 254 0.03% 0.03% 1419 0 0.0% Q2 2026 Jul 23, 2026
Northstar Group, Inc. History No change 1,043 253 0.03% 0.03% 1420 0 0.0% Q2 2026 Aug 03, 2026
4WEALTH ADVISORS, INC. History No change 1,042 253 0.19% 0.19% 1421 0 0.0% Q2 2026 Jul 17, 2026
LANARK FINANCIAL, INC. History No change 1,039 252 0.02% 0.02% 1422 0 0.0% Q2 2026 Jul 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,041 252 0.02% 0.02% 1423 0 0.0% Q2 2026 Jul 22, 2026
Beaumont Financial Advisors, LLC History No change 1,040 252 0.02% 0.02% 1424 0 0.0% Q2 2026 Aug 04, 2026
LongView Wealth Management History No change 1,033 251 0.06% 0.06% 1425 0 0.0% Q2 2026 Jul 17, 2026
Smith Salley Wealth Management History No change 1,027 249 0.01% 0.01% 1426 0 0.0% Q2 2026 Jul 23, 2026
Peak Asset Management, LLC History No change 1,029 249 0.04% 0.04% 1427 0 0.0% Q2 2026 Aug 13, 2026
Westmount Partners, LLC History No change 1,025 248 0.05% 0.05% 1428 0 0.0% Q2 2026 Jul 07, 2026
WPG Advisers, LLC History No change 1,021 248 0.15% 0.15% 1429 0 0.0% Q2 2026 Aug 05, 2026
RETIREMITTEN FINANCIAL LLC History No change 1,021 248 0.1% 0.1% 1430 0 0.0% Q2 2026 Aug 10, 2026
RAM Investment Partners, LLC History No change 1,017 247 0.04% 0.04% 1431 0 0.0% Q2 2026 Jul 29, 2026
Serenus Wealth Advisors, LLC History No change 1,016 246 0.04% 0.04% 1432 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,010 245 0.0% 0.0% 1433 0 0.0% Q2 2026 Jul 28, 2026
Holos Integrated Wealth LLC History No change 1,010 244 0.11% 0.11% 1434 0 0.0% Q2 2026 Jul 15, 2026
ELEMENT POINTE ADVISORS, LLC History No change 1,004 243 0.04% 0.04% 1435 0 0.0% Q2 2026 Aug 07, 2026
Investment Research & Advisory Group, Inc. History No change 1,003 243 0.08% 0.08% 1436 0 0.0% Q2 2026 Jul 23, 2026
UNITED BANK History No change 1,000 242 0.03% 0.03% 1437 0 0.0% Q2 2026 Jul 30, 2026
Hubbell Strickland Wealth Management, LLC History No change 996 242 0.09% 0.09% 1438 0 0.0% Q2 2026 Jul 29, 2026
SEVEN MILE ADVISORY History No change 1,000 242 0.16% 0.16% 1439 0 0.0% Q2 2026 Aug 13, 2026
Post Resch Tallon Group Inc. History Added to 1,047 241 0.17% 0.16% 1443 +69 7.06% Q3 2026 Oct 08, 2026
Meridian Wealth Advisors, LLC History No change 995 241 0.03% 0.03% 1440 0 0.0% Q2 2026 Aug 14, 2026
Geometric Wealth Advisors History No change 993 241 0.03% 0.03% 1441 0 0.0% Q2 2026 Aug 11, 2026
TAGStone Capital, Inc. History No change 992 241 0.08% 0.08% 1442 0 0.0% Q2 2026 Aug 11, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 1,042 240 0.06% 0.06% 1445 -1 -0.1% Q3 2026 Oct 09, 2026
Sovereign Financial Group, Inc. History No change 988 240 0.04% 0.04% 1444 0 0.0% Q2 2026 Jul 24, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 991 240 0.11% 0.11% 1446 0 0.0% Q2 2026 Aug 13, 2026
Abound Wealth Management History No change 987 239 0.05% 0.05% 1447 0 0.0% Q2 2026 Jul 10, 2026
WNY Asset Management, LLC History No change 981 238 0.02% 0.02% 1448 0 0.0% Q2 2026 Aug 17, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 980 238 0.04% 0.04% 1449 0 0.0% Q2 2026 Aug 13, 2026
Quantum Financial Planning Services, Inc. History No change 980 238 0.07% 0.07% 1450 0 0.0% Q2 2026 Jul 15, 2026
Western Reserve Capital Management, LLC History No change 983 238 0.18% 0.18% 1451 0 0.0% Q2 2026 Jul 21, 2026
Evensky & Katz LLC History No change 973 237 0.01% 0.01% 1452 0 0.0% Q2 2026 Jul 22, 2026
FIRST NATIONAL TRUST CO History No change 972 236 0.01% 0.01% 1453 0 0.0% Q2 2026 Jul 30, 2026
Aquire Wealth Advisors, LLC History No change 974 236 0.05% 0.05% 1454 0 0.0% Q2 2026 Aug 06, 2026
White Wing Wealth Management History No change 972 236 0.12% 0.12% 1455 0 0.0% Q2 2026 Jul 08, 2026
Horst & Graben Wealth Management LLC History No change 971 235 0.03% 0.03% 1456 0 0.0% Q2 2026 Jul 22, 2026
McLean Asset Management Corp History No change 958 234 0.03% 0.03% 1457 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 965 234 0.02% 0.02% 1458 0 0.0% Q2 2026 Aug 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 1,013 233 0.05% 0.06% 1459 -25 -2.41% Q3 2026 Oct 06, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 960 233 0.07% 0.07% 1460 0 0.0% Q2 2026 Jul 21, 2026
PUREfi Wealth, LLC History No change 960 233 0.13% 0.13% 1461 0 0.0% Q2 2026 Jul 27, 2026
B & T Capital Management DBA Alpha Capital Management History No change 956 232 0.03% 0.03% 1462 0 0.0% Q2 2026 Aug 07, 2026
CFO4Life Group, LLC History No change 956 232 0.03% 0.03% 1463 0 0.0% Q2 2026 Aug 12, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 952 231 0.0% 0.0% 1464 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 952 231 0.08% 0.08% 1465 0 0.0% Q2 2026 Aug 10, 2026
Ledyard National Bank History No change 950 230 0.02% 0.02% 1466 0 0.0% Q2 2026 Jul 16, 2026
Gilman Hill Asset Management, LLC History No change 948 230 0.03% 0.03% 1467 0 0.0% Q2 2026 Jul 09, 2026
Meeder Advisory Services, Inc. History No change 949 230 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 07, 2026
Carmel Capital Partners, LLC History No change 949 230 0.08% 0.08% 1469 0 0.0% Q2 2026 Jul 29, 2026
Maia Wealth LLC History No change 951 230 0.03% 0.03% 1470 0 0.0% Q2 2026 Jul 28, 2026
Innovative Wealth Building LLC History No change 948 230 0.13% 0.13% 1471 0 0.0% Q2 2026 Jul 23, 2026
Ipsen Advisor Group LLC History No change 946 229 0.15% 0.15% 1472 0 0.0% Q2 2026 Jul 29, 2026
Tillman Hartley LLC History No change 946 229 0.05% 0.05% 1473 0 0.0% Q2 2026 Aug 06, 2026
Legend Capital Advisors LLC History No change 946 229 0.12% 0.12% 1474 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 946 229 0.0% 0.0% 1475 0 0.0% Q2 2026 Aug 10, 2026
Redmond Asset Management, LLC History No change 942 228 0.06% 0.06% 1476 0 0.0% Q2 2026 Aug 14, 2026
RW Investment Management LLC History No change 941 228 0.02% 0.02% 1477 0 0.0% Q2 2026 Aug 06, 2026
Inman Jager Wealth Management, LLC History No change 939 228 0.12% 0.12% 1478 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 937 227 0.01% 0.01% 1479 0 0.0% Q2 2026 Aug 12, 2026
Regent Peak Wealth Advisors LLC History No change 937 227 0.04% 0.04% 1480 0 0.0% Q2 2026 Jul 10, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 936 227 0.13% 0.13% 1481 0 0.0% Q2 2026 Aug 05, 2026
Forefront Wealth Partners, LLC History No change 935 227 0.07% 0.07% 1482 0 0.0% Q2 2026 Aug 20, 2026
Schulz Wealth, LTD. History No change 932 226 0.12% 0.12% 1483 0 0.0% Q2 2026 Aug 26, 2026
Artesa Financial Group, LLC History No change 931 226 0.19% 0.19% 1484 0 0.0% Q2 2026 Jul 27, 2026
Crescent Grove Advisors, LLC History No change 926 225 0.02% 0.02% 1485 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisors of Iowa, LLC History No change 928 225 0.06% 0.06% 1486 0 0.0% Q2 2026 Jul 30, 2026
PAX Financial Group, LLC History No change 928 225 0.03% 0.03% 1487 0 0.0% Q2 2026 Aug 05, 2026
Daybright Advisory Services, Inc. History No change 920 225 0.05% 0.05% 1488 0 0.0% Q2 2026 Aug 04, 2026
Petersen Hastings Wealth Advisors Inc. History No change 930 225 0.02% 0.02% 1489 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 920 223 0.01% 0.01% 1490 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History No change 919 223 0.02% 0.02% 1491 0 0.0% Q2 2026 Jul 20, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 920 223 0.13% 0.13% 1492 0 0.0% Q2 2026 Jul 28, 2026
Miller Capital Partners, Inc. History No change 920 223 0.09% 0.09% 1493 0 0.0% Q2 2026 Aug 12, 2026
jvl associates llc History No change 963 222 0.06% 0.07% 1494 0 0.0% Q3 2026 Oct 09, 2026
Heritage Wealth Management, Inc. /CA/ History No change 915 222 0.08% 0.08% 1495 0 0.0% Q2 2026 Jul 22, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 910 221 0.01% 0.01% 1496 0 0.0% Q2 2026 Aug 05, 2026
First PREMIER Bank History No change 910 221 0.04% 0.04% 1497 0 0.0% Q2 2026 Jul 15, 2026
Lantz Financial LLC History No change 910 221 0.04% 0.04% 1498 0 0.0% Q2 2026 Jul 09, 2026
American State Bank (Iowa) History No change 913 221 0.09% 0.09% 1499 0 0.0% Q2 2026 Jul 09, 2026
Legacy Bridge, LLC History No change 908 220 0.07% 0.07% 1500 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 908 220 0.01% 0.01% 1501 0 0.0% Q2 2026 Aug 05, 2026
Opus Financial Solutions LLC History No change 908 220 0.18% 0.18% 1502 0 0.0% Q2 2026 Jul 24, 2026
Mayflower Financial Advisors, LLC History No change 904 219 0.02% 0.02% 1503 0 0.0% Q2 2026 Jul 09, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 896 219 0.12% 0.12% 1504 0 0.0% Q2 2026 Aug 07, 2026
Verisail Partners, LLC History No change 903 219 0.08% 0.08% 1505 0 0.0% Q2 2026 Jul 14, 2026
SIERRA OCEAN, LLC History No change 902 219 0.15% 0.15% 1506 0 0.0% Q2 2026 Aug 07, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 904 219 0.13% 0.13% 1507 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History Reduced 947 218 0.01% 0.02% 1508 -305 -24.36% Q3 2026 Oct 08, 2026
Operose Advisors LLC History No change 898 218 0.04% 0.04% 1509 0 0.0% Q2 2026 Aug 13, 2026
Marin Bay Wealth Advisors, LLC History No change 889 216 0.12% 0.12% 1510 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 887 215 0.01% 0.01% 1511 0 0.0% Q2 2026 Jul 20, 2026
Allegheny Financial Group History No change 885 215 0.02% 0.02% 1512 0 0.0% Q2 2026 Jul 22, 2026
Lifeworks Advisors, LLC History No change 888 215 0.02% 0.02% 1513 0 0.0% Q2 2026 Aug 14, 2026
ENTRUST FINANCIAL LLC History No change 886 215 0.14% 0.14% 1514 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Financial Management LLC History No change 888 215 0.17% 0.17% 1515 0 0.0% Q2 2026 Aug 28, 2026
Camelot Portfolios, LLC History No change 883 214 0.15% 0.15% 1516 0 0.0% Q2 2026 Jul 17, 2026
BEACON FINANCIAL GROUP History No change 883 214 0.02% 0.02% 1517 0 0.0% Q2 2026 Jul 16, 2026
IRON Financial LLC History No change 882 214 0.09% 0.09% 1518 0 0.0% Q2 2026 Jul 22, 2026
Fingerlakes Wealth Management, Inc. History No change 877 213 0.11% 0.11% 1519 0 0.0% Q2 2026 Jul 23, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 876 212 0.02% 0.02% 1520 0 0.0% Q2 2026 Jul 16, 2026
FSA Advisors, Inc. History No change 875 212 0.1% 0.1% 1521 0 0.0% Q2 2026 Aug 17, 2026
Bare Financial Services, Inc History No change 873 212 0.05% 0.05% 1522 0 0.0% Q2 2026 Jul 27, 2026
SMITH, MOORE & CO. History No change 865 210 0.01% 0.01% 1523 0 0.0% Q2 2026 Aug 12, 2026
Ullmann Wealth Partners Group, LLC History No change 868 210 0.02% 0.02% 1524 0 0.0% Q2 2026 Aug 10, 2026
TT Capital Management LLC History No change 865 210 0.16% 0.16% 1525 0 0.0% Q2 2026 Aug 04, 2026
Kaizen Financial Strategies History New 907 209 0.08% — 1529 +907 New Q3 2026 Oct 09, 2026
Symphony Financial, Ltd. Co. History No change 864 209 0.02% 0.02% 1526 0 0.0% Q2 2026 Aug 03, 2026
Evernest Financial Advisors, LLC History No change 864 209 0.04% 0.04% 1527 0 0.0% Q2 2026 Aug 05, 2026
Helium Advisors LLC History No change 862 209 0.17% 0.17% 1528 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 858 208 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Financial Group, LLC /NE/ History No change 859 208 0.13% 0.13% 1531 0 0.0% Q2 2026 Aug 11, 2026
Altus Wealth Group LLC History No change 852 207 0.07% 0.07% 1532 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History New 893 206 0.01% — 1536 +893 New Q3 2026 Oct 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 851 206 0.01% 0.01% 1533 0 0.0% Q2 2026 Jul 28, 2026
INVESTED ADVISORS History No change 848 206 0.18% 0.18% 1534 0 0.0% Q2 2026 Aug 04, 2026
Approach Retirement Advisors, LLC History No change 850 206 0.15% 0.15% 1535 0 0.0% Q2 2026 Jul 15, 2026
LifeGuide Financial Advisors, LLC History No change 844 205 0.06% 0.06% 1537 0 0.0% Q2 2026 Jul 09, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 844 205 0.28% 0.28% 1538 0 0.0% Q2 2026 Aug 05, 2026
Advisors Capital Management, LLC History No change 843 204 0.0% 0.0% 1539 0 0.0% Q2 2026 Aug 11, 2026
Bull Oak Capital, LLC History No change 841 204 0.07% 0.07% 1540 0 0.0% Q2 2026 Aug 10, 2026
Glen Eagle Advisors, LLC History No change 840 204 0.03% 0.03% 1541 0 0.0% Q2 2026 Aug 14, 2026
Tanager Wealth Management LLP History No change 838 203 0.02% 0.02% 1542 0 0.0% Q2 2026 Jul 23, 2026
CogentBlue Wealth Advisors, LLC History No change 880 203 0.19% 0.12% 1543 0 0.0% Q3 2026 Oct 09, 2026
Elmwood Wealth Management, Inc. History No change 832 202 0.05% 0.05% 1544 0 0.0% Q2 2026 Jul 07, 2026
IAM Advisory, LLC History No change 833 202 0.04% 0.04% 1545 0 0.0% Q2 2026 Jul 14, 2026
Financial Harvest, LLC History No change 832 202 0.08% 0.08% 1546 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 831 201 0.3% 0.3% 1547 0 0.0% Q2 2026 Aug 13, 2026
Port Capital LLC History No change 825 200 0.01% 0.01% 1548 0 0.0% Q2 2026 Aug 14, 2026
Kennebec Savings Bank History No change 817 198 0.16% 0.16% 1549 0 0.0% Q2 2026 Jul 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 811 197 0.08% 0.08% 1550 0 0.0% Q2 2026 Jul 13, 2026
TOMPKINS FINANCIAL CORP History No change 844 194 0.01% 0.01% 1551 0 0.0% Q3 2026 Oct 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 793 192 0.01% 0.01% 1552 0 0.0% Q2 2026 Jul 21, 2026
New Republic Capital, LLC History No change 775 188 0.04% 0.04% 1553 0 0.0% Q2 2026 Jul 31, 2026
Transamerica Financial Advisors, LLC History No change 745 181 0.02% 0.02% 1554 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 738 179 0.07% 0.07% 1555 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 733 178 0.02% 0.02% 1556 0 0.0% Q2 2026 Jul 22, 2026
10Elms LLP History No change 723 175 0.07% 0.07% 1557 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 708 172 0.12% 0.12% 1558 0 0.0% Q2 2026 Aug 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 705 171 0.06% 0.06% 1559 0 0.0% Q2 2026 Jul 08, 2026
Colony Family Offices, LLC History No change 694 168 0.04% 0.04% 1560 0 0.0% Q2 2026 Jul 20, 2026
Fairscale Capital, LLC History No change 679 164 0.1% 0.1% 1561 0 0.0% Q2 2026 Aug 07, 2026
Crews Bank & Trust History No change 678 164 0.02% 0.02% 1562 0 0.0% Q2 2026 Jul 16, 2026
Napier Financial, LLC History No change 639 155 0.03% 0.03% 1563 0 0.0% Q2 2026 Jul 31, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 633 153 0.02% 0.02% 1564 0 0.0% Q2 2026 Jul 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 633 153 0.01% 0.01% 1565 0 0.0% Q2 2026 Jul 30, 2026
ATWOOD & PALMER INC History Added to 651 150 0.01% 0.01% 1566 +200 44.35% Q3 2026 Oct 08, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 615 149 0.01% 0.01% 1567 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 614 149 0.06% 0.06% 1568 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 610 148 0.0% 0.0% 1569 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 610 148 0.05% 0.05% 1570 0 0.0% Q2 2026 Jul 31, 2026
Field & Main Bank History No change 600 145 0.03% 0.03% 1571 0 0.0% Q2 2026 Aug 19, 2026
Insight Inv LLC History No change 585 142 0.07% 0.07% 1572 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 588 142 0.01% 0.01% 1573 0 0.0% Q2 2026 Jul 14, 2026
MidFirst Bank History No change 588 142 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 07, 2026
Hilton Head Capital Partners, LLC History No change 585 142 0.07% 0.07% 1575 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 565 137 0.0% 0.0% 1576 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 593 137 0.0% 0.01% 1577 0 0.0% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 558 136 0.0% 0.0% 1578 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 550 133 0.07% 0.07% 1579 0 0.0% Q2 2026 Aug 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 537 130 0.01% 0.01% 1580 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 521 126 0.0% 0.0% 1581 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 500 121 0.01% 0.01% 1582 0 0.0% Q2 2026 Aug 04, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 500 121 0.0% 0.0% 1583 0 0.0% Q2 2026 Jul 29, 2026
Wagner Wealth Management, LLC History No change 502 121 0.02% 0.02% 1584 0 0.0% Q2 2026 Jul 24, 2026
Torren Management, LLC History No change 499 121 0.06% 0.06% 1585 0 0.0% Q2 2026 Jul 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 485 117 0.01% 0.01% 1586 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 484 117 0.03% 0.03% 1587 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Private Wealth, LLC History No change 479 116 0.07% 0.07% 1588 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 470 114 0.01% 0.01% 1589 0 0.0% Q2 2026 Jul 29, 2026
Basecamp Wealth Advisors LLC History No change 466 113 0.02% 0.02% 1590 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 439 106 0.02% 0.02% 1591 0 0.0% Q2 2026 Aug 07, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 428 104 0.02% 0.02% 1592 0 0.0% Q2 2026 Jul 21, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 450 103 0.01% 0.01% 1594 -95 -17.43% Q3 2026 Oct 07, 2026
Main Street Group, LTD History No change 425 103 0.02% 0.02% 1593 0 0.0% Q2 2026 Jul 13, 2026
BFSG, LLC History No change 414 100 0.01% 0.01% 1595 0 0.0% Q2 2026 Jul 20, 2026
Birchwood Financial Partners, Inc. History No change 406 98 0.08% 0.08% 1596 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 401 98 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 12, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 400 97 0.01% 0.01% 1598 0 0.0% Q2 2026 Jul 13, 2026
Manchester Capital Management LLC History No change 400 97 0.01% 0.01% 1599 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 400 97 0.01% 0.01% 1600 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Financial Corp History No change 400 97 0.03% 0.03% 1601 0 0.0% Q2 2026 Aug 05, 2026
DHJJ Financial Advisors, Ltd. History No change 400 97 0.03% 0.03% 1602 0 0.0% Q2 2026 Jul 24, 2026
United Financial Planning Group LLC History No change 393 95 0.05% 0.05% 1603 0 0.0% Q2 2026 Aug 06, 2026
Ellevest, Inc. History No change 37,015 91 0.01% 0.01% 1604 0 0.0% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History No change 375 91 0.03% 0.03% 1605 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 370 89 0.01% 0.01% 1606 0 0.0% Q2 2026 Aug 07, 2026
Addison Advisors LLC History No change 369 89 0.04% 0.04% 1607 0 0.0% Q2 2026 Aug 10, 2026
GILL CAPITAL PARTNERS, LLC History No change 361 87 0.02% 0.02% 1608 0 0.0% Q2 2026 Aug 20, 2026
PROFFITT & GOODSON INC History No change 360 87 0.01% 0.01% 1609 0 0.0% Q2 2026 Jul 22, 2026
SALEM INVESTMENT COUNSELORS INC History No change 358 86 0.0% 0.0% 1610 0 0.0% Q2 2026 Jul 14, 2026
Gen-Wealth Partners Inc History No change 347 84 0.02% 0.02% 1611 0 0.0% Q2 2026 Aug 10, 2026
Financial Life Planners History No change 350 84 0.05% 0.05% 1612 0 0.0% Q2 2026 Jul 21, 2026
Trifecta Capital Advisors, LLC History No change 345 83 0.01% 0.01% 1613 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone National Bank & Trust Co History No change 345 83 0.03% 0.03% 1614 0 0.0% Q2 2026 Jul 21, 2026
HORIZON BANCORP INC /IN/ History No change 338 82 0.04% 0.04% 1615 0 0.0% Q2 2026 Aug 04, 2026
JDM Financial Group LLC History No change 341 82 0.03% 0.03% 1616 0 0.0% Q2 2026 Aug 17, 2026
VALLEY NATIONAL ADVISERS INC History No change 337 81 0.01% 0.01% 1617 0 0.0% Q2 2026 Jul 29, 2026
Breakwater Investment Management History No change 323 78 0.03% 0.03% 1618 0 0.0% Q2 2026 Aug 06, 2026
Burk Holdings LLC History No change 317 77 0.03% 0.03% 1619 0 0.0% Q2 2026 Aug 12, 2026
WEST PACES ADVISORS INC. History No change 313 76 0.01% 0.01% 1620 0 0.0% Q2 2026 Jul 17, 2026
Quest 10 Wealth Builders, Inc. History No change 316 76 0.06% 0.06% 1621 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 314 72 0.0% 0.0% 1624 +8 2.61% Q3 2026 Oct 09, 2026
TUCKER ASSET MANAGEMENT LLC History No change 298 72 0.02% 0.02% 1622 0 0.0% Q2 2026 Aug 27, 2026
SJS Investment Consulting Inc. History No change 298 72 0.01% 0.01% 1623 0 0.0% Q2 2026 Jul 22, 2026
Investors Research Corp History Reduced 291 67 0.01% 0.01% 1625 -50 -14.66% Q3 2026 Oct 07, 2026
HOWE & RUSLING INC History No change 273 66 0.0% 0.0% 1626 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 274 66 0.0% 0.0% 1627 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 270 65 0.01% 0.01% 1628 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 255 61 0.03% 0.03% 1629 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 245 59 0.02% 0.02% 1630 0 0.0% Q2 2026 Jul 22, 2026
IAG Wealth Partners, LLC History No change 245 59 0.01% 0.01% 1631 0 0.0% Q2 2026 Aug 06, 2026
Kilter Group LLC History No change 241 58 0.02% 0.02% 1632 0 0.0% Q2 2026 Aug 11, 2026
ADIRONDACK TRUST CO History No change 236 57 0.02% 0.02% 1633 0 0.0% Q2 2026 Jul 16, 2026
Beacon Financial Strategies CORP History No change 235 57 0.03% 0.03% 1634 0 0.0% Q2 2026 Jul 08, 2026
NBH Bank History No change 225 54 0.02% 0.02% 1635 0 0.0% Q2 2026 Aug 14, 2026
Horrell Capital Management, Inc. History No change 232 53 0.03% 0.03% 1636 0 0.0% Q3 2026 Oct 08, 2026
CBIZ Investment Advisory Services, LLC History No change 248 53 0.0% 0.0% 1637 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 214 52 0.01% 0.01% 1638 0 0.0% Q2 2026 Aug 05, 2026
Peachtree Investment Partners, LLC History No change 207 50 0.02% 0.02% 1639 0 0.0% Q2 2026 Aug 06, 2026
Atomic Invest LLC History No change 204 49 0.0% 0.0% 1640 0 0.0% Q2 2026 Sep 25, 2026
Orion Capital Management LLC History No change 196 47 0.01% 0.01% 1641 0 0.0% Q2 2026 Aug 17, 2026
Millstone Evans Group, LLC History No change 194 47 0.03% 0.03% 1642 0 0.0% Q2 2026 Aug 11, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 190 46 0.02% 0.02% 1643 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 188 45 0.02% 0.02% 1644 0 0.0% Q2 2026 Aug 11, 2026
Westend Capital Management, LLC History No change 189 45 0.01% 0.01% 1645 0 0.0% Q2 2026 Aug 07, 2026
1015 Capital Partners, LLC History No change 186 45 0.04% 0.04% 1646 0 0.0% Q2 2026 Jul 21, 2026
Front Row Advisors LLC History No change 177 44 0.01% 0.01% 1647 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 182 44 0.02% 0.02% 1648 0 0.0% Q2 2026 Jul 13, 2026
Key Capital Management, INC History No change 183 44 0.02% 0.02% 1649 0 0.0% Q2 2026 Jul 27, 2026
Oakmont Advisory Group, LLC History No change 184 44 0.04% 0.04% 1650 0 0.0% Q2 2026 Aug 03, 2026
Redwood Park Advisors LLC History No change 180 43 0.03% 0.03% 1651 0 0.0% Q2 2026 Aug 11, 2026
Basepoint Wealth LLC History No change 173 42 0.02% 0.02% 1652 0 0.0% Q2 2026 Aug 10, 2026
Tower View Wealth Management LLC History No change 172 41 0.02% 0.02% 1653 0 0.0% Q2 2026 Jul 24, 2026
Vermillion Wealth Management, Inc. History No change 166 40 0.01% 0.01% 1654 0 0.0% Q2 2026 Jul 15, 2026
TOTH FINANCIAL ADVISORY CORP History No change 168 38 0.0% 0.0% 1655 0 0.0% Q3 2026 Oct 08, 2026
PlanVest Financial, Inc History No change 152 36 0.02% 0.02% 1656 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 142 34 0.02% 0.02% 1657 0 0.0% Q2 2026 Jul 17, 2026
Gleason Group, Inc. History No change 139 33 0.0% 0.0% 1658 0 0.0% Q2 2026 Jul 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 135 32 0.0% 0.0% 1659 0 0.0% Q2 2026 Aug 11, 2026
TOP Private Wealth LLC. History No change 131 31 0.03% 0.03% 1660 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 125 30 0.0% 0.0% 1661 0 0.0% Q2 2026 Jul 23, 2026
BARCLAYS PLC History No change 120 29 0.0% 0.0% 1662 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 123 29 0.0% 0.0% 1663 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Advisors History No change 120 29 0.0% 0.0% 1664 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors LLC History No change 120 29 0.01% 0.01% 1665 0 0.0% Q2 2026 Jul 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 118 28 0.01% 0.01% 1666 0 0.0% Q2 2026 Aug 05, 2026
Marquette Asset Management, LLC History No change 124 28 0.0% 0.0% 1667 0 0.0% Q3 2026 Oct 09, 2026
Transce3nd, LLC History No change 118 28 0.25% 0.25% 1668 0 0.0% Q2 2026 Jul 24, 2026
COUNTRY TRUST BANK History No change 114 27 0.0% 0.0% 1669 0 0.0% Q2 2026 Jul 15, 2026
Fairman Group, LLC History No change 112 27 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 04, 2026
Private Wealth Management Group, LLC History No change 110 26 0.01% 0.01% 1671 0 0.0% Q2 2026 Jul 27, 2026
Sunrise Financial Services, LLC History No change 111 26 0.02% 0.02% 1672 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 106 25 0.0% 0.0% 1673 0 0.0% Q2 2026 Jul 23, 2026
Planning Strategies Inc. History No change 109 25 0.01% 0.02% 1674 0 0.0% Q3 2026 Oct 02, 2026
Blume Capital Management, Inc. History No change 100 24 0.0% 0.0% 1675 0 0.0% Q2 2026 Jul 27, 2026
EMC Capital Management History No change 100 24 0.01% 0.01% 1676 0 0.0% Q2 2026 Jul 29, 2026
MilWealth Group LLC History No change 100 24 0.01% 0.01% 1677 0 0.0% Q2 2026 Aug 03, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 100 24 0.02% 0.02% 1678 0 0.0% Q2 2026 Jul 24, 2026
LOWE BROCKENBROUGH & CO INC History No change 96 23 0.0% 0.0% 1679 0 0.0% Q2 2026 Aug 03, 2026
Westside Investment Management, Inc. History No change 97 23 0.0% 0.0% 1680 0 0.0% Q2 2026 Jul 27, 2026
Westfuller Advisors, LLC History No change 97 23 0.01% 0.01% 1681 0 0.0% Q2 2026 Jul 29, 2026
ALBION FINANCIAL GROUP /UT History No change 91 22 0.0% 0.0% 1682 0 0.0% Q2 2026 Jul 22, 2026
Signature Equity Partners, LLC History No change 91 22 0.01% 0.01% 1683 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 87 21 0.01% 0.01% 1684 0 0.0% Q2 2026 Aug 07, 2026
VALLEY WEALTH MANAGERS, INC. History No change 89 20 0.0% 0.0% 1685 0 0.0% Q3 2026 Oct 09, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 86 20 0.01% 0.01% 1686 0 0.0% Q2 2026 Aug 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 78 18 0.0% 0.0% 1687 0 0.0% Q2 2026 Jul 31, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 77 18 0.01% 0.01% 1688 0 0.0% Q2 2026 Jul 29, 2026
Bay Harbor Wealth Management, LLC History No change 77 18 0.0% 0.0% 1689 0 0.0% Q2 2026 Jul 28, 2026
UNION SAVINGS BANK History No change 75 18 0.01% 0.01% 1690 0 0.0% Q2 2026 Jul 23, 2026
Barnes Dennig Private Wealth Management LLC History No change 73 17 0.01% 0.01% 1691 0 0.0% Q2 2026 Jul 15, 2026
CNB Bank History No change 63 15 0.01% 0.01% 1692 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Wealth Strategies, LLC History No change 63 15 0.01% 0.01% 1693 0 0.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History No change 65 15 0.01% 0.01% 1694 0 0.0% Q2 2026 Aug 13, 2026
MYCIO WEALTH PARTNERS, LLC History No change 59 14 0.0% 0.0% 1695 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Retirement Investments LLC History No change 61 14 0.0% 0.0% 1696 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 61 14 0.0% 0.0% 1697 0 0.0% Q2 2026 Jul 30, 2026
Hamilton Point Investment Advisors, LLC History No change 54 13 0.0% 0.0% 1698 0 0.0% Q2 2026 Jul 28, 2026
Hoese & Co LLP History No change 56 13 0.01% 0.01% 1699 0 0.0% Q2 2026 Jul 14, 2026
Valued Wealth Advisors LLC History No change 56 13 0.0% 0.0% 1700 0 0.0% Q2 2026 Jul 20, 2026
Noble Wealth Management PBC History No change 60 13 0.01% 0.01% 1701 0 0.0% Q3 2026 Oct 01, 2026
Aberdeen Wealth Management LLC History No change 50 12 0.01% 0.01% 1702 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 53 12 0.0% 0.0% 1703 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 53 12 0.0% 0.0% 1704 0 0.0% Q2 2026 Jul 27, 2026
Bravera Wealth History No change 50 12 0.0% 0.0% 1705 0 0.0% Q2 2026 Jul 23, 2026
Armor Investment Advisors, LLC History No change 46 11 0.0% 0.0% 1706 0 0.0% Q2 2026 Aug 04, 2026
Davis Capital Management History No change 49 11 0.01% 0.01% 1707 0 0.0% Q3 2026 Oct 08, 2026
Navigoe, LLC History No change 49 11 0.01% 0.01% 1708 0 0.0% Q2 2026 Jul 31, 2026
Bernard Wealth Management Corp. History No change 47 11 0.0% 0.0% 1709 0 0.0% Q2 2026 Aug 21, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 47 11 0.01% 0.01% 1710 0 0.0% Q2 2026 Jul 21, 2026
ST GERMAIN D J CO INC History No change 45 10 0.0% 0.0% 1711 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 45 10 0.0% 0.0% 1712 0 0.0% Q2 2026 Jul 15, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 40 9 0.0% 0.0% 1713 0 0.0% Q2 2026 Jul 27, 2026
Wells Financial Advisors INC History No change 39 9 0.08% 0.08% 1714 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 41 9 0.01% 0.01% 1715 0 0.0% Q2 2026 Jul 21, 2026
Walsh & Associates, LLC History No change 40 9 0.01% 0.01% 1716 0 0.0% Q2 2026 Jul 21, 2026
FIRST FINANCIAL CORP /IN/ History No change 35 8 0.0% 0.0% 1717 0 0.0% Q2 2026 Jul 07, 2026
HM PAYSON & CO History No change 34 8 0.0% 0.0% 1718 0 0.0% Q2 2026 Jul 17, 2026
STEPH & CO History No change 37 8 0.0% 0.0% 1719 0 0.0% Q3 2026 Oct 07, 2026
FIRST COMMUNITY TRUST NA History No change 37 8 0.0% 0.0% 1720 0 0.0% Q3 2026 Oct 07, 2026
DecisionPoint Financial, LLC History No change 34 8 0.0% 0.0% 1721 0 0.0% Q2 2026 Aug 05, 2026
Centennial Bank/AR/ History No change 35 8 0.0% 0.0% 1722 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 37 8 0.0% 0.0% 1723 0 0.0% Q2 2026 Jul 23, 2026
Frankly Finances, LLC History No change 36 8 0.01% 0.01% 1724 0 0.0% Q2 2026 Jul 15, 2026
GK Wealth Management LLC History New 32 7 0.0% — 1730 +32 New Q3 2026 Oct 09, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 32 7 0.0% 0.0% 1725 0 0.0% Q2 2026 Jul 16, 2026
WEBSTER BANK, N. A. History No change 30 7 0.0% 0.0% 1726 0 0.0% Q2 2026 Jul 20, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 30 7 0.0% 0.0% 1727 0 0.0% Q2 2026 Aug 14, 2026
Frazier Financial Advisors, LLC History No change 32 7 0.0% 0.0% 1728 0 0.0% Q2 2026 Aug 10, 2026
Sankala Group LLC History No change 30 7 0.0% 0.0% 1729 0 0.0% Q2 2026 Aug 18, 2026
Game Plan Financial Advisors, LLC History No change 27 6 0.0% 0.0% 1731 0 0.0% Q2 2026 Aug 07, 2026
SITTNER & NELSON, LLC History No change 26 6 0.0% 0.0% 1732 0 0.0% Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History No change 28 6 0.0% 0.0% 1733 0 0.0% Q2 2026 Jul 20, 2026
ROSS\JOHNSON & Associates LLC History No change 28 6 0.09% 0.09% 1734 0 0.0% Q2 2026 Aug 14, 2026
Vision Retirement, LLC History No change 26 6 0.0% 0.0% 1735 0 0.0% Q2 2026 Jul 21, 2026
Provenance Wealth Advisors, LLC History No change 25 6 0.0% 0.0% 1736 0 0.0% Q2 2026 Jul 24, 2026
Owl Creek Wealth Partners LLC History No change 25 6 0.0% 0.0% 1737 0 0.0% Q2 2026 Jul 20, 2026
Essential Investment Partners LLC History No change 25 6 0.0% 0.0% 1738 0 0.0% Q2 2026 Jul 15, 2026
First Pacific Financial History No change 24 5 0.0% 0.0% 1739 0 0.0% Q2 2026 Jul 20, 2026
Concord Wealth Partners History No change 21 5 0.0% 0.0% 1740 0 0.0% Q2 2026 Jul 27, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 23 5 0.0% 0.0% 1741 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History No change 24 5 0.01% 0.01% 1742 0 0.0% Q2 2026 Aug 04, 2026
Central Pacific Bank - Trust Division History No change 24 5 0.0% 0.0% 1743 0 0.0% Q3 2026 Oct 05, 2026
Harborfront Financial Group LLC History No change 24 5 0.02% 0.02% 1744 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 24 5 0.0% 0.0% 1745 0 0.0% Q2 2026 Jul 27, 2026
Winch Advisory Services, LLC History No change 20 4 0.0% 0.0% 1746 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 18 4 0.0% 0.0% 1747 0 0.0% Q2 2026 Aug 06, 2026
Security National Bank History No change 19 4 0.0% 0.0% 1748 0 0.0% Q2 2026 Jul 15, 2026
Costello Asset Management, INC History No change 19 4 0.0% 0.0% 1749 0 0.0% Q2 2026 Jul 28, 2026
Prestige Wealth Management Group LLC History No change 19 4 0.0% 0.0% 1750 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 19 4 0.0% 0.0% 1751 0 0.0% Q2 2026 Jul 16, 2026
Turtle Creek Wealth Advisors, LLC History No change 18 4 0.0% 0.0% 1752 0 0.0% Q2 2026 Jul 27, 2026
HFM Investment Advisors, LLC History No change 19 4 0.0% 0.0% 1753 0 0.0% Q2 2026 Aug 04, 2026
Hanson & Doremus Investment Management History No change 13 3 0.0% 0.0% 1754 0 0.0% Q2 2026 Jul 29, 2026
Global Trust Asset Management, LLC History No change 14 3 0.0% 0.0% 1755 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 15 3 0.0% 0.0% 1756 0 0.0% Q2 2026 Aug 12, 2026
Networth Advisors, LLC History No change 15 3 0.0% 0.0% 1757 0 0.0% Q2 2026 Jul 22, 2026
ASHTON THOMAS SECURITIES, LLC History No change 12 2 0.0% 0.0% 1758 0 0.0% Q2 2026 Jul 27, 2026
Horizon Investments, LLC History No change 9 2 0.0% 0.0% 1759 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 9 2 0.0% 0.0% 1760 0 0.0% Q2 2026 Jul 21, 2026
Quaker Wealth Management, LLC History No change 9 2 0.0% 0.0% 1761 0 0.0% Q2 2026 Jul 24, 2026
Princeton Global Asset Management LLC History No change 12 2 0.0% 0.0% 1762 0 0.0% Q2 2026 Jul 16, 2026
Register Financial Advisors LLC History No change 12 2 0.0% 0.0% 1763 0 0.0% Q2 2026 Jul 15, 2026
Nemes Rush Group LLC History No change 9 2 0.0% 0.0% 1764 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 9 2 0.0% 0.0% 1765 0 0.0% Q2 2026 Jul 14, 2026
Bullock Wealth Management Group History No change 9 2 0.0% 0.0% 1766 0 0.0% Q3 2026 Oct 09, 2026
Colonial Trust Advisors History No change 7 1 0.0% 0.0% 1767 0 0.0% Q2 2026 Aug 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5 1 0.0% 0.0% 1768 0 0.0% Q2 2026 Aug 07, 2026
HighMark Wealth Management LLC History No change 5 1 0.0% 0.0% 1769 0 0.0% Q2 2026 Aug 12, 2026
Delos Wealth Advisors, LLC History No change 7 1 0.0% 0.0% 1770 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Trust Co History No change 7 1 0.0% 0.0% 1771 0 0.0% Q2 2026 Jul 10, 2026
Prudent Man Investment Management, Inc. History No change 7 1 0.0% 0.0% 1772 0 0.0% Q2 2026 Jul 28, 2026
Spurstone Advisory Services, LLC History No change 5 1 0.01% 0.01% 1773 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 1 0.0% 0.0% 1774 0 0.0% Q2 2026 Aug 13, 2026
Godfrey Financial Associates, Inc. History No change 7 1 0.0% 0.0% 1775 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 6 1 0.0% 0.0% 1776 0 0.0% Q2 2026 Jul 28, 2026
Harpswell Capital Advisors, LLC History Closed out 0 0 — 0.41% — -2,636 -100.0% Q3 2026 Oct 09, 2026
FSA Investment Group, LLC History Closed out 0 0 — 0.07% — -837 -100.0% Q3 2026 Oct 07, 2026
Tradewinds Capital Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Allspring Global Investments Holdings, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026