VANGUARD SCOTTSDALE FUNDS - VCIT

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 120,653,396 9,972,003 0.64% 0.64% 1 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 95,703,099 7,909,861 2.36% 2.36% 2 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 56,889,419 4,719,546 0.26% 0.26% 3 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 27,848,061 2,301,642 1.35% 1.35% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 23,252,432 1,921,813 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 13,968,104 1,154,464 0.17% 0.17% 6 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 11,734,683 969,871 0.22% 0.22% 7 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 11,184,832 924,426 0.15% 0.15% 8 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 9,434,239 779,711 0.18% 0.18% 9 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 8,831,122 737,859 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 8,140,228 672,789 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
NEPC LLC History No change 7,419,110 613,189 11.44% 11.44% 12 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 7,359,239 608,241 0.84% 0.84% 13 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 5,914,540 488,836 0.94% 0.94% 14 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 5,592,906 462,253 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 5,359,255 442,942 2.41% 2.41% 16 0 0.0% Q2 2026 Aug 13, 2026
Symetra Investment Management Co History No change 5,220,575 431,480 37.71% 37.71% 17 0 0.0% Q2 2026 Aug 13, 2026
American Family Investments, Inc. History No change 5,008,438 413,947 7.47% 7.47% 18 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,878,704 403,224 0.11% 0.11% 19 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,629,469 382,625 0.19% 0.19% 20 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 3,481,108 287,713 0.28% 0.28% 21 0 0.0% Q2 2026 Aug 05, 2026
State of Tennessee, Department of Treasury History No change 3,133,493 258,983 0.77% 0.77% 22 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 2,681,213 221,602 0.34% 0.34% 23 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 2,552,753 210,985 2.21% 2.21% 24 0 0.0% Q2 2026 Jul 21, 2026
BARCLAYS PLC History No change 2,420,462 200,051 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 2,299,189 190,027 2.72% 2.72% 26 0 0.0% Q2 2026 Jul 27, 2026
Corient Private Wealth LP History No change 2,248,961 185,876 0.26% 0.26% 27 0 0.0% Q2 2026 Aug 27, 2026
Focus Partners Wealth History No change 2,246,329 185,659 0.19% 0.19% 28 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 2,202,952 182,074 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 06, 2026
FIRST INTERSTATE BANK History No change 2,148,198 177,548 9.26% 9.26% 30 0 0.0% Q2 2026 Jul 24, 2026
Bernicke Wealth Management, Ltd. History No change 1,808,658 149,485 17.36% 17.36% 31 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 1,759,612 145,432 0.71% 0.71% 32 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 1,675,481 138,767 0.83% 0.83% 33 0 0.0% Q2 2026 Aug 17, 2026
BlackRock, Inc. History No change 1,602,709 132,463 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 07, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,542,000 127,446 0.09% 0.09% 35 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,500,000 123,975 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,454,830 120,241 1.75% 1.75% 37 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,436,086 119,065 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,424,549 117,738 8.93% 8.93% 39 0 0.0% Q2 2026 Jul 16, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 1,394,338 115,242 14.53% 14.53% 40 0 0.0% Q2 2026 Jul 23, 2026
Legacy Edge Advisors, LLC History No change 1,372,355 113,425 10.42% 10.42% 41 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 1,317,245 108,870 0.19% 0.19% 42 0 0.0% Q2 2026 Jul 30, 2026
Davidson Capital Management Inc. History No change 1,313,317 108,545 17.39% 17.39% 43 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 1,294,171 106,963 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,278,897 105,719 0.12% 0.12% 45 0 0.0% Q2 2026 Aug 14, 2026
Constellation Investments, Inc. History No change 1,275,335 105,406 3.31% 3.31% 46 0 0.0% Q2 2026 Jul 17, 2026
Robertson Stephens Wealth Management, LLC History No change 1,197,667 98,987 2.44% 2.44% 47 0 0.0% Q2 2026 Jul 29, 2026
REBALANCE, LLC History No change 1,193,980 98,682 5.17% 5.17% 48 0 0.0% Q2 2026 Jul 16, 2026
OLD MISSION CAPITAL LLC History No change 1,169,563 96,664 1.53% 1.53% 49 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Advisors Inc. History No change 1,044,906 84,752 4.62% 4.62% 50 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 1,021,669 84,441 2.07% 2.07% 51 0 0.0% Q2 2026 Aug 11, 2026
Hilton Capital Management, LLC History No change 1,015,539 83,934 5.71% 5.71% 52 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 997,791 82,467 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History No change 997,362 82,431 0.72% 0.72% 54 0 0.0% Q2 2026 Jul 27, 2026
BENJAMIN EDWARDS INC History No change 980,080 81,004 0.74% 0.74% 55 0 0.0% Q2 2026 Jul 24, 2026
Busey Bank History No change 918,403 75,905 1.84% 1.84% 56 0 0.0% Q2 2026 Aug 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 917,416 75,824 0.9% 0.9% 57 0 0.0% Q2 2026 Aug 06, 2026
GDS Wealth Management History No change 900,339 74,413 3.54% 3.54% 58 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,010,021 73,176 0.12% 0.12% 59 0 0.0% Q2 2026 Jul 15, 2026
Strategic Financial Services, Inc. History No change 885,012 73,146 3.2% 3.2% 60 0 0.0% Q2 2026 Aug 24, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 877,347 72,512 0.24% 0.24% 61 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN CENTURY COMPANIES INC History No change 876,200 72,417 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 852,735 70,478 4.09% 4.09% 63 0 0.0% Q2 2026 Jul 15, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 821,555 67,901 5.52% 5.52% 64 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 817,498 67,564 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 10, 2026
1832 Asset Management L.P. History No change 816,167 67,456 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 804,327 66,477 2.03% 2.03% 67 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 795,228 65,725 0.08% 0.08% 68 0 0.0% Q2 2026 Jul 29, 2026
Mirae Asset Global Investments Co., Ltd. History No change 764,743 63,206 0.09% 0.09% 69 0 0.0% Q2 2026 Jul 22, 2026
Steele Capital Management, Inc. History No change 762,109 62,988 2.32% 2.32% 70 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 748,988 61,666 0.18% 0.18% 71 0 0.0% Q2 2026 Aug 10, 2026
Florida Trust Wealth Management Co History No change 735,069 60,753 1.51% 1.51% 72 0 0.0% Q2 2026 Jul 27, 2026
Cambridge Investment Research Advisors, Inc. History No change 730,783 60,399 0.14% 0.14% 73 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 729,532 60,295 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 719,637 59,477 0.07% 0.07% 75 0 0.0% Q2 2026 Jul 28, 2026
Dodds Wealth, LLC History No change 712,028 58,849 13.24% 13.24% 76 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 709,689 58,659 0.24% 0.24% 77 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 705,578 58,316 0.71% 0.71% 78 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 686,270 56,720 14.82% 14.82% 79 0 0.0% Q2 2026 Jul 20, 2026
SCOTIA CAPITAL INC. History No change 671,504 55,499 0.21% 0.21% 80 0 0.0% Q2 2026 Aug 11, 2026
RiverFront Investment Group, LLC History No change 661,746 54,693 0.72% 0.72% 81 0 0.0% Q2 2026 Jul 29, 2026
Hanson & Doremus Investment Management History No change 661,001 54,632 5.56% 5.56% 82 0 0.0% Q2 2026 Jul 29, 2026
HOWE & RUSLING INC History No change 658,720 54,443 3.16% 3.16% 83 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 651,041 53,808 0.67% 0.67% 84 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 649,424 53,674 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 12, 2026
Focused Wealth Management, Inc History No change 649,173 53,654 4.67% 4.67% 86 0 0.0% Q2 2026 Aug 06, 2026
Arkos Global Advisors History No change 638,941 52,808 6.25% 6.25% 87 0 0.0% Q2 2026 Aug 14, 2026
Evergreen Advisors, LLC History No change 637,756 52,710 11.25% 11.25% 88 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 636,520 52,615 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Investment Group, LLC History No change 631,125 52,162 6.32% 6.32% 90 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 613,965 50,744 6.4% 6.4% 91 0 0.0% Q2 2026 Jul 27, 2026
Arista Wealth Management, LLC History No change 613,150 50,676 5.47% 5.47% 92 0 0.0% Q2 2026 Jul 08, 2026
WINTON GROUP Ltd History No change 605,000 50,003 1.62% 1.62% 93 0 0.0% Q2 2026 Aug 07, 2026
Penserra Capital Management LLC History No change 600,175 49,604 0.38% 0.38% 94 0 0.0% Q2 2026 Aug 13, 2026
Capula Management Ltd History No change 600,000 49,590 0.18% 0.18% 95 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 601,336 49,423 9.15% 9.15% 96 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 582,699 48,160 0.22% 0.22% 97 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Capital Advisors LLC History No change 568,072 46,951 3.0% 3.0% 98 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 557,273 46,058 0.24% 0.24% 99 0 0.0% Q2 2026 Aug 13, 2026
Bishop & Co Investment Management, LLC History No change 533,408 44,086 13.57% 13.57% 100 0 0.0% Q2 2026 Jul 22, 2026
NewEdge Advisors, LLC History No change 533,201 44,069 0.13% 0.13% 101 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 532,173 44,037 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 530,927 43,881 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 522,804 43,209 0.37% 0.37% 104 0 0.0% Q2 2026 Jul 27, 2026
Marion Wealth Management History No change 522,764 43,206 8.79% 8.79% 105 0 0.0% Q2 2026 Jul 16, 2026
NISA INVESTMENT ADVISORS, LLC History No change 520,571 43,025 0.13% 0.13% 106 0 0.0% Q2 2026 Aug 10, 2026
MilWealth Group LLC History No change 516,400 42,680 9.1% 9.1% 107 0 0.0% Q2 2026 Aug 03, 2026
Rosenberg Matthew Hamilton History Added to 537,523 42,093 7.54% 8.06% 108 +13,887 2.65% Q3 2026 Oct 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 505,082 41,745 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 496,838 41,063 5.26% 5.26% 110 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History Added to 516,265 40,408 0.51% 0.37% 111 +192,526 59.47% Q3 2026 Oct 08, 2026
Southern Farm Bureau Life Insurance History No change 480,641 39,711 3.8% 3.8% 112 0 0.0% Q2 2026 Jul 29, 2026
Advisors Capital Management, LLC History No change 476,136 39,352 0.42% 0.42% 113 0 0.0% Q2 2026 Aug 11, 2026
BIP Wealth, LLC History No change 468,863 38,751 1.1% 1.1% 114 0 0.0% Q2 2026 Aug 03, 2026
Tidal Investments LLC History No change 461,483 37,843 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 456,652 37,742 0.35% 0.35% 116 0 0.0% Q2 2026 Aug 14, 2026
Newton One Investments LLC History No change 447,083 36,951 9.31% 9.31% 117 0 0.0% Q2 2026 Jul 22, 2026
Sanctuary Advisors, LLC History No change 440,674 36,421 0.17% 0.17% 118 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 436,998 36,117 0.36% 0.36% 119 0 0.0% Q2 2026 Aug 13, 2026
American Financial Advisors, LLC History No change 436,396 36,068 4.34% 4.34% 120 0 0.0% Q2 2026 Jul 14, 2026
MERIDIAN MANAGEMENT CO History No change 428,030 35,376 7.94% 7.94% 121 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 425,525 35,169 5.04% 5.04% 122 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 418,568 34,595 0.07% 0.07% 123 0 0.0% Q2 2026 Aug 05, 2026
Summit Asset Management, LLC History No change 416,901 34,456 4.42% 4.42% 124 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 415,986 34,381 0.64% 0.64% 125 0 0.0% Q2 2026 Aug 12, 2026
Great Lakes Retirement, Inc. History No change 412,499 34,093 3.03% 3.03% 126 0 0.0% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History No change 406,927 33,632 0.38% 0.38% 127 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 406,658 33,610 0.19% 0.19% 128 0 0.0% Q2 2026 Aug 14, 2026
CBIZ Investment Advisory Services, LLC History No change 400,595 33,149 1.21% 1.21% 129 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 400,976 33,140 0.61% 0.61% 130 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 399,996 33,059 0.24% 0.24% 131 0 0.0% Q2 2026 Jul 23, 2026
25 LLC History No change 397,366 32,842 8.99% 8.99% 132 0 0.0% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 394,021 32,565 0.05% 0.05% 133 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 392,533 32,442 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial, LLC History No change 388,878 32,140 0.35% 0.35% 135 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 385,230 31,839 0.07% 0.07% 136 0 0.0% Q2 2026 Aug 06, 2026
Pioneer Wealth Management Group History Added to 404,127 31,647 7.47% 7.81% 137 +12,771 3.26% Q3 2026 Oct 08, 2026
Beacon Pointe Advisors, LLC History No change 380,053 31,411 0.15% 0.15% 138 0 0.0% Q2 2026 Aug 18, 2026
OLD NATIONAL BANCORP /IN/ History No change 379,883 31,397 0.62% 0.62% 139 0 0.0% Q2 2026 Jul 15, 2026
Foundation Wealth Management, LLC\PA History No change 377,159 31,172 9.41% 9.41% 140 0 0.0% Q2 2026 Jul 21, 2026
WESCAP Management Group, Inc. History No change 370,956 30,659 5.72% 5.72% 141 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 367,859 30,404 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 366,780 30,314 0.22% 0.22% 143 0 0.0% Q2 2026 Aug 12, 2026
Pacific Capital Wealth Advisors, Inc. History No change 360,601 29,803 4.49% 4.49% 144 0 0.0% Q2 2026 Jul 09, 2026
Scott Capital Advisors, LLC History No change 356,028 29,425 4.61% 4.61% 145 0 0.0% Q2 2026 Jul 10, 2026
Cerity Partners LLC History No change 381,158 29,341 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 14, 2026
Essex LLC History No change 353,279 29,198 4.43% 4.43% 147 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 352,980 29,174 0.18% 0.18% 148 0 0.0% Q2 2026 Jul 20, 2026
Badgley Phelps Wealth Managers, LLC History No change 346,715 28,655 0.5% 0.5% 149 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 346,086 28,603 0.29% 0.29% 150 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History No change 331,167 27,473 0.08% 0.08% 151 0 0.0% Q2 2026 Aug 17, 2026
Lebenthal Global Advisors, LLC History No change 330,099 27,282 3.68% 3.68% 152 0 0.0% Q2 2026 Jul 30, 2026
Ironwood Wealth Management, LLC. History No change 329,314 27,217 6.03% 6.03% 153 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 326,324 26,970 5.6% 5.6% 154 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 326,164 26,957 0.41% 0.41% 155 0 0.0% Q2 2026 Aug 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 327,930 26,952 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 325,230 26,876 0.13% 0.13% 157 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 324,053 26,782 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 19, 2026
Berkeley Capital Partners, LLC History No change 318,145 26,294 5.41% 5.41% 159 0 0.0% Q2 2026 Aug 06, 2026
1834 INVESTMENT ADVISORS CO History No change 304,808 25,192 2.85% 2.85% 160 0 0.0% Q2 2026 Jul 30, 2026
Global Wealth Management Investment Advisory, Inc. History No change 304,388 25,157 3.58% 3.58% 161 0 0.0% Q2 2026 Jul 29, 2026
ExodusPoint Capital Management, LP History No change 302,920 25,036 0.16% 0.16% 162 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 318,057 24,961 0.6% 0.16% 163 +246,308 343.29% Q3 2026 Oct 09, 2026
Allen Investment Management, LLC History No change 301,467 24,916 0.3% 0.3% 164 0 0.0% Q2 2026 Aug 05, 2026
RATIONAL ADVISORS, INC. History No change 291,785 24,116 2.21% 2.21% 165 0 0.0% Q2 2026 Jul 24, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 291,373 24,081 1.15% 1.15% 166 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 281,848 23,294 0.05% 0.05% 167 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 279,615 23,110 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
KEYVANTAGE WEALTH, LLC History No change 278,244 22,996 8.7% 8.7% 169 0 0.0% Q2 2026 Aug 11, 2026
Insight Wealth Partners, LLC History No change 277,432 22,929 3.08% 3.08% 170 0 0.0% Q2 2026 Aug 06, 2026
POWER WEALTH MANAGEMENT LLC History No change 277,171 22,908 7.87% 7.87% 171 0 0.0% Q2 2026 Aug 03, 2026
FIRST FINANCIAL BANKSHARES INC History No change 276,123 22,821 0.43% 0.43% 172 0 0.0% Q2 2026 Aug 11, 2026
West Financial Advisors, LLC History No change 273,712 22,622 3.44% 3.44% 173 0 0.0% Q2 2026 Jul 08, 2026
Union Bancaire Privee, UBP SA History No change 271,831 22,481 0.25% 0.25% 174 0 0.0% Q2 2026 Jul 16, 2026
Net Worth Advisory Group History No change 271,123 22,408 5.65% 5.65% 175 0 0.0% Q2 2026 Jul 13, 2026
Avior Wealth Management, LLC History No change 269,493 22,273 0.59% 0.59% 176 0 0.0% Q2 2026 Jul 07, 2026
Hassell Wealth Management, LLC History No change 272,231 22,273 6.83% 6.83% 177 0 0.0% Q2 2026 Jul 13, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 265,533 21,946 6.83% 6.83% 178 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 261,504 21,613 0.07% 0.07% 179 0 0.0% Q2 2026 Jul 28, 2026
RKL Wealth Management LLC History No change 258,946 21,401 1.71% 1.71% 180 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 256,228 21,177 2.7% 2.7% 181 0 0.0% Q2 2026 Aug 13, 2026
Luminvest Wealth Management LLC History No change 255,861 21,124 4.91% 4.91% 182 0 0.0% Q2 2026 Jul 29, 2026
BlueSky Wealth Advisors, LLC History No change 255,153 21,088 2.44% 2.44% 183 0 0.0% Q2 2026 Jul 28, 2026
SpringVest Wealth Management LLC History No change 251,390 20,777 13.07% 13.07% 184 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Investment Partners, Inc. History No change 250,212 20,680 0.55% 0.55% 185 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 248,924 20,573 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 246,847 20,401 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors LLC History No change 242,452 20,038 9.9% 9.9% 188 0 0.0% Q2 2026 Jul 14, 2026
GoalFusion Wealth Management, LLC History Reduced 255,217 19,986 7.99% 8.75% 189 -7,104 -2.71% Q3 2026 Oct 06, 2026
Arbor Wealth Management LLC\AZ History No change 241,437 19,954 17.73% 17.73% 190 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 241,237 19,938 0.53% 0.53% 191 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 240,669 19,891 2.6% 2.6% 192 0 0.0% Q2 2026 Jul 16, 2026
Greenspring Advisors, LLC History No change 240,250 19,856 1.1% 1.1% 193 0 0.0% Q2 2026 Aug 11, 2026
Twin Cities Retirement Group LLC History No change 237,048 19,591 16.77% 16.77% 194 0 0.0% Q2 2026 Jul 07, 2026
McLean Asset Management Corp History No change 236,905 19,250 2.54% 2.54% 195 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 231,783 19,156 0.63% 0.63% 196 0 0.0% Q2 2026 Jul 31, 2026
Equita Financial Network, Inc. History No change 228,767 18,907 5.25% 5.25% 197 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 228,381 18,875 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 13, 2026
TAGStone Capital, Inc. History No change 228,161 18,857 5.99% 5.99% 199 0 0.0% Q2 2026 Aug 11, 2026
Causey Wealth LLC History No change 227,336 18,789 7.34% 7.34% 200 0 0.0% Q2 2026 Aug 11, 2026
PETERSON WEALTH MANAGEMENT History No change 227,319 18,787 8.75% 8.75% 201 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 239,880 18,705 2.69% 2.73% 202 +8,075 3.48% Q3 2026 Oct 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 224,833 18,583 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 14, 2026
Financial Futures Ltd Liability Co. History No change 222,143 18,360 6.99% 6.99% 204 0 0.0% Q2 2026 Jul 27, 2026
Roundview Capital LLC History No change 222,037 18,351 1.0% 1.0% 205 0 0.0% Q2 2026 Jul 30, 2026
XY Planning Network, Inc. History No change 220,232 18,202 2.28% 2.28% 206 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL TRUST CO History No change 217,375 17,966 0.61% 0.61% 207 0 0.0% Q2 2026 Jul 30, 2026
NATIXIS ADVISORS, LLC History No change 216,715 17,911 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 215,558 17,815 0.12% 0.12% 209 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 210,918 17,432 0.08% 0.08% 210 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 209,423 17,308 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 05, 2026
Legacy Financial Group LLC History No change 207,613 17,159 1.93% 1.93% 212 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 203,084 16,784 0.18% 0.18% 213 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 201,165 16,626 0.79% 0.79% 214 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 201,144 16,624 0.29% 0.29% 215 0 0.0% Q2 2026 Jul 23, 2026
NewEdge Wealth, LLC History No change 200,405 16,563 0.17% 0.17% 216 0 0.0% Q2 2026 Aug 10, 2026
Northwest Bancshares, Inc. History No change 197,587 16,330 2.94% 2.94% 217 0 0.0% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 196,092 16,207 5.3% 5.3% 218 0 0.0% Q2 2026 Aug 03, 2026
Powers Advisory Group, LLC History No change 195,822 16,184 5.07% 5.07% 219 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 195,676 16,172 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 04, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 205,708 16,108 4.31% 9.69% 221 -278,620 -57.53% Q3 2026 Oct 09, 2026
Towerpoint Wealth, LLC History No change 189,622 15,672 5.42% 5.42% 222 0 0.0% Q2 2026 Jul 09, 2026
Coyle Financial Counsel LLC History No change 189,477 15,660 2.86% 2.86% 223 0 0.0% Q2 2026 Aug 07, 2026
Cordant, Inc. History No change 188,917 15,614 5.62% 5.62% 224 0 0.0% Q2 2026 Jul 14, 2026
Fortune 45 LLC History No change 188,877 15,610 6.67% 6.67% 225 0 0.0% Q2 2026 Aug 05, 2026
Financial Freedom, LLC History No change 187,578 15,503 7.12% 7.12% 226 0 0.0% Q2 2026 Aug 05, 2026
Quaker Wealth Management, LLC History No change 185,717 15,349 4.47% 4.47% 227 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History Reduced 194,760 15,251 1.72% 4.26% 228 -244,057 -55.62% Q3 2026 Oct 09, 2026
RFG HOLDINGS, INC. History No change 183,633 15,177 3.18% 3.18% 229 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Advisors, LLC /UT History No change 183,469 15,163 2.86% 2.86% 230 0 0.0% Q2 2026 Jul 23, 2026
FLC Capital Advisors History No change 181,924 15,036 2.42% 2.42% 231 0 0.0% Q2 2026 Jul 20, 2026
Morton Brown Family Wealth, LLC History No change 180,706 14,935 3.39% 3.39% 232 0 0.0% Q2 2026 Jul 21, 2026
Benchmark Financial, LLC History No change 179,426 14,829 12.09% 12.09% 233 0 0.0% Q2 2026 Jul 21, 2026
McGlone Suttner Wealth Management, Inc. History No change 178,813 14,778 1.73% 1.73% 234 0 0.0% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History No change 178,501 14,753 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 177,479 14,668 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History No change 176,606 14,596 0.63% 0.63% 237 0 0.0% Q2 2026 Jul 09, 2026
Shotwell Rutter Baer Inc History No change 170,966 14,130 7.76% 7.76% 238 0 0.0% Q2 2026 Jul 21, 2026
Peak Financial Management, Inc. History No change 170,334 14,078 3.23% 3.23% 239 0 0.0% Q2 2026 Jul 20, 2026
SAGE RHINO CAPITAL LLC History No change 169,895 14,041 2.27% 2.27% 240 0 0.0% Q2 2026 Aug 03, 2026
White Lighthouse Investment Management Inc. History No change 168,428 13,920 1.73% 1.73% 241 0 0.0% Q2 2026 Aug 04, 2026
Checchi Capital Advisers, LLC History No change 166,774 13,783 0.62% 0.62% 242 0 0.0% Q2 2026 Aug 04, 2026
Matrix Trust Co History Added to 174,978 13,703 1.99% 2.08% 243 +1,634 0.94% Q3 2026 Oct 07, 2026
Atlantic Union Bankshares Corp History No change 165,762 13,700 0.23% 0.23% 244 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 165,116 13,646 0.05% 0.05% 245 0 0.0% Q2 2026 Aug 11, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 162,657 13,443 1.08% 1.08% 246 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 161,962 13,386 0.07% 0.07% 247 0 0.0% Q2 2026 Jul 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 158,428 13,094 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
Westview Management dba Westview Investment Advisors History No change 157,538 13,020 6.37% 6.37% 249 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 155,271 12,833 0.46% 0.46% 250 0 0.0% Q2 2026 Jul 21, 2026
Pallas Capital Advisors LLC History No change 154,295 12,752 0.39% 0.39% 251 0 0.0% Q2 2026 Aug 07, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 154,193 12,744 7.55% 7.55% 252 0 0.0% Q2 2026 Jul 21, 2026
Seaside Wealth Management, Inc. History No change 153,282 12,668 3.13% 3.13% 253 0 0.0% Q2 2026 Aug 05, 2026
Erickson Financial Group, LLC History No change 150,752 12,459 6.68% 6.68% 254 0 0.0% Q2 2026 Jul 27, 2026
Members Advisory Group LLC History No change 149,176 12,329 3.44% 3.44% 255 0 0.0% Q2 2026 Jul 15, 2026
Banco Santander, S.A. History No change 147,791 12,214 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 29, 2026
GSA CAPITAL PARTNERS LLP History No change 147,444 12,186 0.77% 0.77% 257 0 0.0% Q2 2026 Aug 06, 2026
iA Global Asset Management Inc. History No change 146,321 12,093 0.14% 0.14% 258 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Advisors Inc. History No change 145,292 12,008 2.06% 2.06% 259 0 0.0% Q2 2026 Jul 16, 2026
SHUFRO ROSE & CO LLC History No change 142,549 11,781 0.68% 0.68% 260 0 0.0% Q2 2026 Aug 12, 2026
Cascade Wealth Advisors, Inc History No change 144,050 11,728 4.71% 4.71% 261 0 0.0% Q2 2026 Aug 10, 2026
STOLZ & ASSOCIATES, PS History No change 140,188 11,586 7.23% 7.23% 262 0 0.0% Q2 2026 Jul 29, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 140,081 11,577 4.14% 4.14% 263 0 0.0% Q2 2026 Jul 21, 2026
BluePrint Investing LLC History No change 138,532 11,449 8.56% 8.56% 264 0 0.0% Q2 2026 Jul 17, 2026
Curbstone Financial Management Corp History No change 138,508 11,447 1.95% 1.95% 265 0 0.0% Q2 2026 Jul 14, 2026
Revisor Wealth Management LLC History No change 138,506 11,447 2.75% 2.75% 266 0 0.0% Q2 2026 Jul 21, 2026
Napier Financial, LLC History No change 137,118 11,332 2.36% 2.36% 267 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 136,666 11,295 0.26% 0.26% 268 0 0.0% Q2 2026 Aug 05, 2026
Uniting Wealth Partners, LLC History No change 134,062 11,080 2.25% 2.25% 269 0 0.0% Q2 2026 Aug 06, 2026
Covington Investment Advisors Inc. History No change 133,995 11,075 1.43% 1.43% 270 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 133,093 11,041 0.14% 0.14% 271 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 132,460 10,947 0.2% 0.2% 272 0 0.0% Q2 2026 Jul 20, 2026
Acropolis Investment Management, LLC History Added to 139,395 10,916 0.44% 0.26% 273 +60,645 77.01% Q3 2026 Oct 08, 2026
Heritage Trust Co History No change 130,568 10,791 0.93% 0.93% 274 0 0.0% Q2 2026 Aug 06, 2026
Hurlow Wealth Management Group, Inc. History No change 130,290 10,768 2.24% 2.24% 275 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 132,193 10,749 0.18% 0.18% 276 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 132,193 10,749 0.18% 0.18% 277 0 0.0% Q2 2026 Jul 29, 2026
Mutual Advisors, LLC History No change 129,652 10,715 0.2% 0.2% 278 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Nebraska History No change 129,276 10,684 0.95% 0.95% 279 0 0.0% Q2 2026 Jul 27, 2026
Banque Transatlantique SA History No change 128,307 10,604 0.23% 0.23% 280 0 0.0% Q2 2026 Jul 30, 2026
World Investment Advisors History No change 127,578 10,556 0.17% 0.17% 281 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 127,475 10,535 0.12% 0.12% 282 0 0.0% Q2 2026 Jul 28, 2026
SageView Advisory Group, LLC History No change 127,351 10,525 0.34% 0.34% 283 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 127,224 10,515 0.12% 0.12% 284 0 0.0% Q2 2026 Jul 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 134,040 10,496 0.28% 0.29% 285 -3,506 -2.55% Q3 2026 Oct 05, 2026
OneDigital Investment Advisors LLC History No change 126,761 10,476 0.09% 0.09% 286 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 126,257 10,435 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 126,106 10,422 0.05% 0.05% 288 0 0.0% Q2 2026 Jul 13, 2026
Envision Financial LLC History No change 124,185 10,263 4.73% 4.73% 289 0 0.0% Q2 2026 Jul 10, 2026
Prepared Retirement Institute LLC History No change 123,736 10,226 4.35% 4.35% 290 0 0.0% Q2 2026 Aug 10, 2026
Finivi Inc. History No change 123,173 10,180 5.22% 5.22% 291 0 0.0% Q2 2026 Jul 09, 2026
Global Retirement Partners, LLC History No change 122,389 10,115 0.15% 0.15% 292 0 0.0% Q2 2026 Aug 06, 2026
NYL Investors LLC History No change 122,372 10,114 3.88% 3.88% 293 0 0.0% Q2 2026 Aug 12, 2026
JT Stratford LLC History No change 122,258 10,104 1.11% 1.11% 294 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 121,178 10,015 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Frisco Financial Planning LLC History Added to 127,328 9,971 7.76% 7.78% 296 +2,410 1.93% Q3 2026 Oct 05, 2026
MFA WEALTH ADVISORS, LLC History Added to 127,319 9,970 1.69% 1.73% 297 +4,387 3.57% Q3 2026 Oct 07, 2026
Family CFO Inc History No change 119,883 9,908 3.81% 3.81% 298 0 0.0% Q2 2026 Jul 20, 2026
Sagace Wealth Management LLC History No change 116,544 9,632 6.04% 6.04% 299 0 0.0% Q2 2026 Aug 03, 2026
Silver Coast Investments LLC History No change 116,454 9,624 2.87% 2.87% 300 0 0.0% Q2 2026 Jul 24, 2026
Winthrop Capital Management, LLC History No change 116,385 9,619 2.32% 2.32% 301 0 0.0% Q2 2026 Aug 13, 2026
Miller Capital Partners, Inc. History No change 114,821 9,489 3.7% 3.7% 302 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 115,391 9,452 0.24% 0.24% 303 0 0.0% Q2 2026 Jul 15, 2026
Global Assets Advisory, LLC History No change 114,810 9,440 2.06% 2.06% 304 0 0.0% Q2 2026 Jul 27, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 113,435 9,375 2.25% 2.25% 305 0 0.0% Q2 2026 Aug 13, 2026
FAGAN ASSOCIATES, INC. History No change 113,075 9,345 1.15% 1.15% 306 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 112,282 9,280 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 111,825 9,242 1.41% 1.41% 308 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 111,261 9,195 0.06% 0.06% 309 0 0.0% Q2 2026 Sep 08, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 117,383 9,192 2.36% 2.33% 310 +9,103 8.41% Q3 2026 Oct 06, 2026
Dynamic Advisor Solutions LLC History No change 111,112 9,183 0.26% 0.26% 311 0 0.0% Q2 2026 Jul 07, 2026
WHITTIER TRUST CO History No change 110,870 9,134 0.09% 0.09% 312 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Wealth Management, LLC History No change 110,024 9,093 0.39% 0.39% 313 0 0.0% Q2 2026 Jul 22, 2026
Farrell Financial LLC History No change 109,291 9,032 4.88% 4.88% 314 0 0.0% Q2 2026 Jul 10, 2026
CENTRAL TRUST Co History No change 108,804 8,992 0.16% 0.16% 315 0 0.0% Q2 2026 Jul 31, 2026
Integrated Advisors Network LLC History No change 108,734 8,986 0.41% 0.41% 316 0 0.0% Q2 2026 Aug 11, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 108,331 8,953 7.38% 7.38% 317 0 0.0% Q2 2026 Jul 30, 2026
Crabel Capital Management, LLC History No change 107,991 8,925 6.52% 6.52% 318 0 0.0% Q2 2026 Aug 13, 2026
HEADINVEST, LLC History No change 107,629 8,895 1.66% 1.66% 319 0 0.0% Q2 2026 Aug 14, 2026
AA Financial Advisors, LLC History No change 107,008 8,844 1.06% 1.06% 320 0 0.0% Q2 2026 Jul 17, 2026
Copper Harbor Investment Advisors, LLC History No change 105,938 8,755 1.85% 1.85% 321 0 0.0% Q2 2026 Jul 23, 2026
Oakwell Private Wealth Management, LLC History No change 104,608 8,645 1.43% 1.43% 322 0 0.0% Q2 2026 Aug 03, 2026
Focus Partners Advisor Solutions, LLC History No change 104,351 8,624 0.07% 0.07% 323 0 0.0% Q2 2026 Aug 06, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 104,323 8,622 2.19% 2.19% 324 0 0.0% Q2 2026 Jul 24, 2026
Warwick Investment Management, Inc. History No change 102,993 8,512 0.96% 0.96% 325 0 0.0% Q2 2026 Jul 31, 2026
Pacific Wealth Management History Added to 108,638 8,507 3.74% 3.6% 326 +10,368 10.55% Q3 2026 Oct 05, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 102,191 8,446 0.57% 0.57% 327 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 101,857 8,415 0.85% 0.85% 328 0 0.0% Q2 2026 Aug 13, 2026
Partners in Financial Planning History No change 100,930 8,341 1.26% 1.26% 329 0 0.0% Q2 2026 Aug 10, 2026
Stone Summit Wealth LLC History No change 100,089 8,272 2.1% 2.1% 330 0 0.0% Q2 2026 Jul 23, 2026
Petix & Botte Co History No change 99,623 8,233 1.66% 1.66% 331 0 0.0% Q2 2026 Aug 04, 2026
Mechanics Bank Trust Department History No change 99,281 8,205 1.02% 1.02% 332 0 0.0% Q2 2026 Jul 07, 2026
J.W. COLE ADVISORS, INC. History No change 98,214 8,117 0.14% 0.14% 333 0 0.0% Q2 2026 Jul 21, 2026
Ninety One UK Ltd History No change 97,690 8,074 0.02% 0.02% 334 0 0.0% Q2 2026 Jul 16, 2026
ASHTON THOMAS SECURITIES, LLC History No change 97,300 8,041 1.19% 1.19% 335 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 96,225 7,952 0.25% 0.25% 336 0 0.0% Q2 2026 Aug 05, 2026
Brindle & Bay Financial Advisors, LLC History No change 95,867 7,923 3.96% 3.96% 337 0 0.0% Q2 2026 Jul 20, 2026
Integrity Investment Advisors, LLC History No change 94,265 7,791 3.39% 3.39% 338 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 93,675 7,742 0.56% 0.56% 339 0 0.0% Q2 2026 Jul 23, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 93,077 7,692 0.37% 0.37% 340 0 0.0% Q2 2026 Jul 28, 2026
Sowell Financial Services LLC History No change 92,688 7,660 0.25% 0.25% 341 0 0.0% Q2 2026 Jul 17, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 92,516 7,646 1.96% 1.96% 342 0 0.0% Q2 2026 Jul 15, 2026
VAN STRUM & TOWNE INC. History No change 92,496 7,644 2.08% 2.08% 343 0 0.0% Q2 2026 Jul 31, 2026
MONTAG A & ASSOCIATES INC History No change 91,449 7,558 0.32% 0.32% 344 0 0.0% Q2 2026 Aug 05, 2026
Edgestream Partners, L.P. History No change 91,239 7,540 0.22% 0.22% 345 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 88,816 7,340 0.1% 0.1% 346 0 0.0% Q2 2026 Aug 18, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 88,720 7,332 0.41% 0.41% 347 0 0.0% Q2 2026 Aug 04, 2026
REGIONS FINANCIAL CORP History No change 88,002 7,273 0.04% 0.04% 348 0 0.0% Q2 2026 Aug 10, 2026
GREENWOOD GEARHART LLC History No change 87,804 7,257 0.34% 0.34% 349 0 0.0% Q2 2026 Jul 24, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 87,797 7,256 0.53% 0.53% 350 0 0.0% Q2 2026 Aug 03, 2026
Prospect Financial Services LLC History No change 87,446 7,227 3.66% 3.66% 351 0 0.0% Q2 2026 Aug 06, 2026
Telos Capital Management, Inc. History No change 87,276 7,213 0.64% 0.64% 352 0 0.0% Q2 2026 Jul 22, 2026
Trivium Point Advisory, LLC History No change 87,019 7,192 0.65% 0.65% 353 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 86,263 7,129 0.48% 0.48% 354 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 86,263 7,129 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 11, 2026
Latigo Investments, LLC History No change 86,019 7,109 3.17% 3.17% 356 0 0.0% Q2 2026 Aug 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 85,822 7,093 0.08% 0.08% 357 0 0.0% Q2 2026 Aug 14, 2026
Graetz Wealth LLC History No change 85,765 7,088 5.65% 5.65% 358 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 85,704 7,083 0.08% 0.08% 359 0 0.0% Q2 2026 Aug 03, 2026
LITTLE HOUSE CAPITAL LLC History No change 85,540 7,069 1.59% 1.59% 360 0 0.0% Q2 2026 Aug 07, 2026
Prospera Financial Services Inc History No change 85,431 7,061 0.1% 0.1% 361 0 0.0% Q2 2026 Jul 15, 2026
FIRST AMERICAN TRUST, FSB History No change 84,872 7,014 0.42% 0.42% 362 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History No change 85,077 6,991 0.02% 0.02% 363 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 83,817 6,927 0.03% 0.03% 364 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 83,458 6,897 0.04% 0.04% 365 0 0.0% Q2 2026 Jul 20, 2026
ARVEST INVESTMENTS, INC. History No change 83,311 6,885 0.83% 0.83% 366 0 0.0% Q2 2026 Jul 17, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 82,421 6,812 3.47% 3.47% 367 0 0.0% Q2 2026 Jul 20, 2026
FMR LLC History No change 82,159 6,790 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 13, 2026
Lauer Wealth, LLC History No change 82,705 6,756 4.06% 4.06% 369 0 0.0% Q2 2026 Jul 15, 2026
Brucke Financial, Inc. History No change 80,961 6,691 2.97% 2.97% 370 0 0.0% Q2 2026 Jul 21, 2026
LARCH CAPITAL PARTNERS LLC History No change 80,903 6,686 0.96% 0.96% 371 0 0.0% Q2 2026 Aug 17, 2026
Farther Finance Advisors, LLC History Reduced 84,724 6,634 0.05% 0.06% 372 -3,352 -3.81% Q3 2026 Oct 08, 2026
GUGGENHEIM CAPITAL LLC History No change 77,417 6,398 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 76,976 6,362 0.09% 0.09% 374 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 75,777 6,262 0.16% 0.16% 375 0 0.0% Q2 2026 Aug 07, 2026
Clarity Wealth Development LLC History No change 75,720 6,258 3.47% 3.47% 376 0 0.0% Q2 2026 Jul 27, 2026
Perigon Wealth Management, LLC History No change 75,644 6,251 0.1% 0.1% 377 0 0.0% Q2 2026 Aug 07, 2026
CGN Advisors LLC History No change 75,521 6,241 0.46% 0.46% 378 0 0.0% Q2 2026 Jul 06, 2026
ATLas Financial Planning LLC History No change 75,402 6,231 5.05% 5.05% 379 0 0.0% Q2 2026 Jul 22, 2026
Spartan Wealth Advisory Services LLC History No change 75,175 6,213 0.51% 0.51% 380 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 75,065 6,204 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 14, 2026
Stelac Advisory Services LLC History No change 74,776 6,180 1.15% 1.15% 382 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 75,811 6,177 0.12% 0.12% 383 0 0.0% Q2 2026 Aug 06, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 75,474 6,153 3.16% 3.16% 384 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 73,787 6,098 0.06% 0.06% 385 0 0.0% Q2 2026 Jul 28, 2026
Principia Wealth Advisory, LLC History No change 73,506 6,076 3.02% 3.02% 386 0 0.0% Q2 2026 Aug 26, 2026
Tower Research Capital LLC (TRC) History No change 73,383 6,065 0.15% 0.15% 387 0 0.0% Q2 2026 Aug 11, 2026
Altus Wealth Group LLC History No change 73,364 6,063 2.19% 2.19% 388 0 0.0% Q2 2026 Jul 17, 2026
Invesco Ltd. History No change 73,188 6,048 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 72,837 6,019 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 72,632 6,003 0.2% 0.2% 391 0 0.0% Q2 2026 Aug 06, 2026
Auour Investments LLC History No change 72,382 5,982 1.72% 1.72% 392 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Partners, Ltd. History No change 72,289 5,974 2.25% 2.25% 393 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 72,109 5,959 0.17% 0.17% 394 0 0.0% Q2 2026 Aug 10, 2026
XML Financial, LLC History No change 72,094 5,958 0.43% 0.43% 395 0 0.0% Q2 2026 Jul 24, 2026
One William Street Capital Management, L.P. History No change 71,700 5,926 2.44% 2.44% 396 0 0.0% Q2 2026 Aug 14, 2026
First Pacific Financial History No change 71,708 5,926 0.71% 0.71% 397 0 0.0% Q2 2026 Jul 20, 2026
Analyst IMS Investment Management Services Ltd. History No change 71,292 5,892 0.14% 0.14% 398 0 0.0% Q2 2026 Jul 29, 2026
Meeder Advisory Services, Inc. History No change 71,246 5,888 0.22% 0.22% 399 0 0.0% Q2 2026 Aug 07, 2026
MMA ASSET MANAGEMENT LLC History No change 71,184 5,883 1.87% 1.87% 400 0 0.0% Q2 2026 Aug 04, 2026
Golden Bell Financial Planning LLC History No change 70,619 5,836 4.29% 4.29% 401 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 70,304 5,810 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 13, 2026
Systelligence, LLC History No change 70,133 5,796 0.97% 0.97% 403 0 0.0% Q2 2026 Jul 14, 2026
Counterweight Ventures, LLC History No change 69,887 5,776 2.88% 2.88% 404 0 0.0% Q2 2026 Jul 23, 2026
FIRST MANHATTAN CO. LLC. History No change 69,674 5,758 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
Overbrook Management Corp History Added to 72,667 5,690 0.88% 0.88% 406 +2,286 3.25% Q3 2026 Oct 08, 2026
Signal Advisors Wealth, LLC History No change 68,682 5,676 0.29% 0.29% 407 0 0.0% Q2 2026 Aug 04, 2026
Quadrature Capital Ltd History No change 67,984 5,618 0.05% 0.05% 408 0 0.0% Q2 2026 Aug 06, 2026
Yoder Wealth Management, Inc. History No change 67,871 5,606 2.19% 2.19% 409 0 0.0% Q2 2026 Jul 22, 2026
Ameritas Advisory Services, LLC History No change 67,409 5,571 0.11% 0.11% 410 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 67,116 5,547 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 13, 2026
Bay Rivers Group History No change 67,109 5,546 1.89% 1.89% 412 0 0.0% Q2 2026 Jul 09, 2026
LexAurum Advisors, LLC History No change 66,668 5,510 0.64% 0.64% 413 0 0.0% Q2 2026 Jul 15, 2026
Capasso Planning Partners LLC History No change 66,613 5,505 2.75% 2.75% 414 0 0.0% Q2 2026 Aug 18, 2026
W.H. Cornerstone Investments Inc. History No change 65,936 5,449 3.08% 3.08% 415 0 0.0% Q2 2026 Aug 07, 2026
Buska Wealth Management, LLC History Reduced 69,319 5,428 1.87% 2.57% 416 -17,015 -19.71% Q3 2026 Oct 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 65,586 5,421 0.09% 0.09% 417 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 65,509 5,414 0.2% 0.2% 418 0 0.0% Q2 2026 Aug 14, 2026
Veridan Wealth LLC History No change 64,675 5,345 1.82% 1.82% 419 0 0.0% Q2 2026 Aug 10, 2026
Daiwa Securities Group Inc. History No change 64,390 5,321 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 31, 2026
Galvin, Gaustad & Stein, LLC History Reduced 67,584 5,292 0.4% 0.43% 421 -3,571 -5.02% Q3 2026 Oct 08, 2026
Stonebridge Financial Planning Group, LLC History No change 62,739 5,185 1.65% 1.65% 422 0 0.0% Q2 2026 Jul 31, 2026
Curran Financial Partners, LLC History No change 62,476 5,163 0.77% 0.77% 423 0 0.0% Q2 2026 Aug 12, 2026
Monument Capital Management History Added to 65,889 5,159 1.07% 1.07% 424 +1,728 2.69% Q3 2026 Oct 08, 2026
Drucker Wealth 3.0, LLC History No change 62,368 5,154 0.82% 0.82% 425 0 0.0% Q2 2026 Jul 13, 2026
BetterWealth, LLC History No change 62,187 5,139 0.91% 0.91% 426 0 0.0% Q2 2026 Jul 21, 2026
PFG Advisors History No change 62,123 5,134 0.26% 0.26% 427 0 0.0% Q2 2026 Jul 16, 2026
SGL Investment Advisors, Inc. History No change 63,245 5,127 1.77% 1.77% 428 0 0.0% Q2 2026 Aug 11, 2026
Cloud Capital Management, LLC History No change 62,027 5,126 1.87% 1.87% 429 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 62,875 5,124 0.38% 0.38% 430 0 0.0% Q2 2026 Jul 29, 2026
VIAWEALTH, LLC History No change 61,925 5,118 2.57% 2.57% 431 0 0.0% Q2 2026 Aug 11, 2026
Tide Cove Capital Partners LLC History No change 62,425 5,088 3.29% 3.29% 432 0 0.0% Q2 2026 Aug 07, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 61,327 5,068 0.47% 0.47% 433 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 61,076 5,047 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 60,311 4,984 0.27% 0.27% 435 0 0.0% Q2 2026 Jul 27, 2026
Brookstone Capital Management History No change 60,229 4,977 0.05% 0.05% 436 0 0.0% Q2 2026 Jul 15, 2026
CVS HEALTH Corp History No change 60,000 4,959 2.2% 2.2% 437 0 0.0% Q2 2026 Aug 06, 2026
Gladwyn Financial Advisors, Inc. History Added to 62,846 4,921 3.14% 3.12% 438 +2,530 4.19% Q3 2026 Oct 05, 2026
NICOLET BANKSHARES INC History No change 59,422 4,910 0.16% 0.16% 439 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 58,850 4,863 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 11, 2026
Independent Advisor Alliance History No change 58,734 4,854 0.11% 0.11% 441 0 0.0% Q2 2026 Aug 12, 2026
Guardian Wealth Management, Inc. History No change 58,682 4,850 2.38% 2.38% 442 0 0.0% Q2 2026 Jul 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 58,117 4,803 1.63% 1.63% 443 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 57,985 4,792 0.05% 0.05% 444 0 0.0% Q2 2026 Aug 11, 2026
BLUELINE ADVISORS LLC History No change 57,952 4,789 3.32% 3.32% 445 0 0.0% Q2 2026 Jul 27, 2026
Verde Capital Management History No change 57,887 4,784 0.88% 0.88% 446 0 0.0% Q2 2026 Aug 11, 2026
Braun-Bostich & Associates Inc. History No change 57,762 4,774 2.67% 2.67% 447 0 0.0% Q2 2026 Jul 24, 2026
EPIQ PARTNERS, LLC History Added to 60,827 4,763 2.05% 1.93% 448 +5,766 10.47% Q3 2026 Oct 07, 2026
21 West Wealth Management LLC History No change 57,240 4,730 4.04% 4.04% 449 0 0.0% Q2 2026 Jul 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 57,174 4,725 0.21% 0.21% 450 0 0.0% Q2 2026 Aug 03, 2026
JBGlobal.com LLC History No change 56,383 4,660 4.08% 4.08% 451 0 0.0% Q2 2026 Jul 06, 2026
Portside Wealth Group, LLC History No change 56,371 4,659 0.54% 0.54% 452 0 0.0% Q2 2026 Jul 14, 2026
D.A. DAVIDSON & CO. History No change 56,233 4,647 0.03% 0.03% 453 0 0.0% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History No change 56,220 4,646 0.57% 0.57% 454 0 0.0% Q2 2026 Jul 10, 2026
Avant Financial Advisors LLC History No change 56,116 4,638 2.89% 2.89% 455 0 0.0% Q2 2026 Jul 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 56,094 4,636 0.09% 0.09% 456 0 0.0% Q2 2026 Aug 13, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 56,394 4,620 2.63% 2.63% 457 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 55,391 4,578 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 12, 2026
Hofer & Associates. Inc History No change 54,824 4,531 2.19% 2.19% 459 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 54,696 4,520 0.07% 0.07% 460 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 54,538 4,507 0.2% 0.2% 461 0 0.0% Q2 2026 Aug 03, 2026
WEIK CAPITAL MANAGEMENT History No change 54,101 4,471 1.72% 1.72% 462 0 0.0% Q2 2026 Aug 12, 2026
Titan Investment Management LLC History No change 53,800 4,446 3.29% 3.29% 463 0 0.0% Q2 2026 Aug 03, 2026
PRUDENTIAL FINANCIAL INC History No change 53,364 4,410 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 12, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 53,048 4,384 0.12% 0.12% 465 0 0.0% Q2 2026 Aug 05, 2026
Aries Wealth Management History No change 53,050 4,384 0.86% 0.86% 466 0 0.0% Q2 2026 Jul 24, 2026
NOVEM GROUP History No change 52,683 4,354 0.44% 0.44% 467 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 55,484 4,344 0.28% 0.25% 468 +10,955 24.6% Q3 2026 Oct 08, 2026
Marietta Wealth Management, LLC History No change 52,511 4,340 0.45% 0.45% 469 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 52,782 4,325 0.08% 0.08% 470 0 0.0% Q2 2026 Jul 27, 2026
Wealthspire Advisors, LLC History No change 52,154 4,310 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 11, 2026
BANK HAPOALIM BM History No change 52,024 4,300 0.29% 0.29% 472 0 0.0% Q2 2026 Aug 05, 2026
Advisory Solutions Group, LLC History No change 51,764 4,278 1.45% 1.45% 473 0 0.0% Q2 2026 Jul 29, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 51,701 4,273 1.12% 1.12% 474 0 0.0% Q2 2026 Jul 13, 2026
Perennial Advisors, LLC History No change 51,398 4,248 0.65% 0.65% 475 0 0.0% Q2 2026 Jul 13, 2026
O'ROURKE & COMPANY, Inc History No change 51,302 4,240 1.48% 1.48% 476 0 0.0% Q2 2026 Aug 14, 2026
ADVISORY RESEARCH INC History No change 51,166 4,228 0.42% 0.42% 477 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 51,056 4,219 0.83% 0.83% 478 0 0.0% Q2 2026 Aug 11, 2026
Lynx Investment Advisory History No change 51,033 4,217 1.38% 1.38% 479 0 0.0% Q2 2026 Jul 27, 2026
DEUTSCHE BANK AG\ History No change 50,620 4,183 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 50,562 4,177 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 49,770 4,113 0.08% 0.08% 482 0 0.0% Q2 2026 Jul 15, 2026
Coston, McIsaac & Partners History No change 49,707 4,108 0.83% 0.83% 483 0 0.0% Q2 2026 Aug 12, 2026
Gladstone Institutional Advisory LLC History No change 49,611 4,100 0.13% 0.13% 484 0 0.0% Q2 2026 Jul 27, 2026
Harfst & Associates, Inc. History No change 49,286 4,073 0.63% 0.63% 485 0 0.0% Q2 2026 Jul 31, 2026
Severin Investments, LLC History No change 49,060 4,054 3.05% 3.05% 486 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 48,511 4,009 0.18% 0.18% 487 0 0.0% Q2 2026 Jul 24, 2026
Hexagon Capital Partners LLC History No change 48,083 3,974 0.56% 0.56% 488 0 0.0% Q2 2026 Aug 06, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 50,740 3,973 0.57% 0.69% 489 -8,225 -13.95% Q3 2026 Oct 08, 2026
IFG Advisory, LLC History No change 47,801 3,950 0.14% 0.14% 490 0 0.0% Q2 2026 Aug 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 47,588 3,933 2.61% 2.61% 491 0 0.0% Q2 2026 Aug 14, 2026
Williams Financial, LLC History No change 47,500 3,925 2.03% 2.03% 492 0 0.0% Q2 2026 Jul 21, 2026
Breakwater Capital Group History Added to 49,966 3,912 0.46% 0.46% 493 +3,518 7.57% Q3 2026 Oct 08, 2026
CRA Financial Services, LLC History No change 47,321 3,911 0.45% 0.45% 494 0 0.0% Q2 2026 Jul 24, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 47,306 3,909 0.5% 0.5% 495 0 0.0% Q2 2026 Aug 13, 2026
SWAN Capital LLC History No change 46,936 3,879 1.33% 1.33% 496 0 0.0% Q2 2026 Aug 13, 2026
MBE Wealth Management, LLC History No change 46,782 3,866 1.36% 1.36% 497 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 46,484 3,841 0.06% 0.06% 498 0 0.0% Q2 2026 Jul 28, 2026
United Community Bank History No change 46,469 3,840 1.19% 1.19% 499 0 0.0% Q2 2026 Aug 13, 2026
Bull Street Advisors, LLC History No change 45,701 3,777 1.72% 1.72% 500 0 0.0% Q2 2026 Jul 28, 2026
Ausdal Financial Partners, Inc. History No change 45,426 3,754 0.15% 0.15% 501 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 45,312 3,745 0.47% 0.47% 502 0 0.0% Q2 2026 Aug 26, 2026
OxenFree Capital LLC History Added to 47,673 3,729 1.61% 1.66% 503 +3,577 8.11% Q3 2026 Oct 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 44,578 3,684 0.21% 0.21% 504 0 0.0% Q2 2026 Jul 15, 2026
Y.D. More Investments Ltd History No change 44,414 3,670 0.11% 0.11% 505 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 44,376 3,667 0.04% 0.04% 506 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 44,177 3,651 0.05% 0.05% 507 0 0.0% Q2 2026 Aug 14, 2026
Foster Group, Inc. History No change 44,028 3,638 0.1% 0.1% 508 0 0.0% Q2 2026 Jul 07, 2026
Tandem Investment Partners LLC History No change 43,720 3,613 2.78% 2.78% 509 0 0.0% Q2 2026 Jul 27, 2026
SEVEN MILE ADVISORY History No change 43,523 3,597 2.42% 2.42% 510 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Retirement, LLC History No change 43,257 3,575 0.2% 0.2% 511 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, Inc. (Ohio) History No change 43,096 3,561 2.38% 2.38% 512 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History Added to 44,164 3,458 2.05% 2.27% 513 +145 0.33% Q3 2026 Oct 02, 2026
Advisory Services Network, LLC History No change 41,801 3,454 0.04% 0.04% 514 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 41,202 3,405 0.0% 0.0% 515 0 0.0% Q2 2026 Sep 09, 2026
Talon Private Wealth, LLC History No change 41,199 3,405 0.4% 0.4% 516 0 0.0% Q2 2026 Sep 11, 2026
Van Diest Capital, LLC History No change 41,028 3,390 3.04% 3.04% 517 0 0.0% Q2 2026 Aug 04, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 40,627 3,357 0.41% 0.41% 518 0 0.0% Q2 2026 Aug 11, 2026
SIMON QUICK ADVISORS, LLC History No change 40,503 3,347 0.14% 0.14% 519 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 40,363 3,336 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Modus Advisors, LLC History No change 40,343 3,334 0.82% 0.82% 521 0 0.0% Q2 2026 Aug 03, 2026
Sandro Wealth Management LLC History No change 40,181 3,320 2.4% 2.4% 522 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 40,000 3,306 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Inman Jager Wealth Management, LLC History No change 39,748 3,285 1.75% 1.75% 524 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Management LLC History No change 39,234 3,242 0.36% 0.36% 525 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 39,218 3,241 0.32% 0.32% 526 0 0.0% Q2 2026 Jul 13, 2026
PVG ASSET MANAGEMENT CORP History No change 38,978 3,221 1.86% 1.86% 527 0 0.0% Q2 2026 Jul 01, 2026
REDW Wealth LLC History No change 38,943 3,218 1.15% 1.15% 528 0 0.0% Q2 2026 Jul 30, 2026
Quartz Partners, LLC History No change 38,898 3,214 1.05% 1.05% 529 0 0.0% Q2 2026 Aug 10, 2026
American Investment Services, Inc. History No change 38,787 3,205 0.68% 0.68% 530 0 0.0% Q2 2026 Aug 12, 2026
Payne Capital LLC History No change 38,105 3,149 2.62% 2.62% 531 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 37,988 3,139 0.14% 0.14% 532 0 0.0% Q2 2026 Aug 20, 2026
Cornerstone Financial Group, LLC /NE/ History No change 37,663 3,112 1.92% 1.92% 533 0 0.0% Q2 2026 Aug 11, 2026
4WEALTH ADVISORS, INC. History No change 37,408 3,103 2.38% 2.38% 534 0 0.0% Q2 2026 Jul 17, 2026
OpenArc Corporate Advisory, LLC History No change 37,305 3,083 0.04% 0.04% 535 0 0.0% Q2 2026 Aug 05, 2026
Chandler Asset Management, Inc. History No change 37,260 3,079 0.43% 0.43% 536 0 0.0% Q2 2026 Aug 07, 2026
GERMAN AMERICAN BANCORP, INC. History No change 37,251 3,078 0.23% 0.23% 537 0 0.0% Q2 2026 Aug 06, 2026
Carl P. Sherr & Co., LLC History No change 37,094 3,065 1.28% 1.28% 538 0 0.0% Q2 2026 Jul 31, 2026
TME FINANCIAL, INC. History No change 36,994 3,057 1.89% 1.89% 539 0 0.0% Q2 2026 Jul 23, 2026
Aptus Capital Advisors, LLC History No change 36,898 3,049 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 36,629 3,027 0.12% 0.12% 541 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 36,452 3,012 1.8% 1.8% 542 0 0.0% Q2 2026 Aug 05, 2026
Rathbones Group PLC History No change 36,376 3,006 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 23, 2026
TPG Financial Advisors, LLC History No change 36,226 2,994 0.89% 0.89% 544 0 0.0% Q2 2026 Aug 10, 2026
Legacy Private Trust Co. History Added to 38,038 2,978 0.16% 0.05% 545 +27,755 269.91% Q3 2026 Oct 06, 2026
Trek Financial, LLC History No change 35,922 2,968 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 35,847 2,962 1.56% 1.56% 547 0 0.0% Q2 2026 Jul 29, 2026
Friedenthal Financial History No change 35,669 2,948 1.36% 1.36% 548 0 0.0% Q2 2026 Jul 13, 2026
Forza Wealth Management, LLC History No change 35,507 2,934 0.9% 0.9% 549 0 0.0% Q2 2026 Jul 17, 2026
Glass Jacobson Investment Advisors llc History No change 34,956 2,889 0.9% 0.9% 550 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 34,065 2,815 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 10, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 33,885 2,800 0.41% 0.41% 552 0 0.0% Q2 2026 Aug 12, 2026
Diversified Portfolios, Inc. History No change 33,816 2,794 0.2% 0.2% 553 0 0.0% Q2 2026 Aug 04, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 33,153 2,740 1.1% 1.1% 554 0 0.0% Q2 2026 Jul 24, 2026
Thrive Capital Management, LLC History No change 33,070 2,733 0.52% 0.52% 555 0 0.0% Q2 2026 Aug 05, 2026
Appalachian Capital Management Ltd History No change 32,932 2,721 1.97% 1.97% 556 0 0.0% Q2 2026 Jul 21, 2026
STALEY CAPITAL ADVISERS INC History No change 32,890 2,718 0.11% 0.11% 557 0 0.0% Q2 2026 Aug 11, 2026
Transcendent Capital Group LLC History No change 32,758 2,707 1.05% 1.05% 558 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 32,710 2,703 0.06% 0.06% 559 0 0.0% Q2 2026 Aug 13, 2026
REICON WEALTH ADVISORS, LLC History No change 32,682 2,701 1.66% 1.66% 560 0 0.0% Q2 2026 Jul 29, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 32,583 2,693 0.18% 0.18% 561 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 32,249 2,665 0.21% 0.21% 562 0 0.0% Q2 2026 Aug 11, 2026
Pictet North America Advisors SA History No change 31,370 2,592 0.23% 0.23% 563 0 0.0% Q2 2026 Jul 24, 2026
NOTTINGHAM ADVISORS, INC. History No change 31,670 2,587 0.31% 0.31% 564 0 0.0% Q2 2026 Jul 27, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 30,965 2,559 1.15% 1.15% 565 0 0.0% Q2 2026 Aug 17, 2026
Regal Investment Advisors LLC History No change 30,859 2,550 0.13% 0.13% 566 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 30,777 2,543 0.01% 0.01% 567 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Advisors, LLC History No change 30,724 2,539 0.14% 0.14% 568 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 30,051 2,483 0.22% 0.22% 569 0 0.0% Q2 2026 Aug 07, 2026
Retirement Systems of Alabama History No change 29,820 2,464 0.01% 0.01% 570 0 0.0% Q2 2026 Jul 28, 2026
TriaGen Wealth Management LLC History No change 29,501 2,438 0.61% 0.61% 571 0 0.0% Q2 2026 Jul 21, 2026
Riverbend Wealth Management, LLC History No change 29,475 2,436 1.22% 1.22% 572 0 0.0% Q2 2026 Jul 22, 2026
RMR Capital Management, LLC History No change 29,427 2,432 1.67% 1.67% 573 0 0.0% Q2 2026 Jul 27, 2026
MEITAV INVESTMENT HOUSE LTD History No change 29,427 2,427 0.02% 0.02% 574 0 0.0% Q2 2026 Jul 20, 2026
Ascent Wealth Partners, LLC History No change 29,325 2,423 0.24% 0.24% 575 0 0.0% Q2 2026 Jul 31, 2026
Towne Trust Company, N.A History No change 29,006 2,397 0.73% 0.73% 576 0 0.0% Q2 2026 Jul 30, 2026
Ironwood Investment Counsel, LLC History No change 28,801 2,380 0.31% 0.31% 577 0 0.0% Q2 2026 Aug 05, 2026
VICUS CAPITAL History No change 28,597 2,363 0.15% 0.15% 578 0 0.0% Q2 2026 Aug 05, 2026
Ashton Thomas Private Wealth, LLC History No change 28,379 2,345 0.05% 0.05% 579 0 0.0% Q2 2026 Jul 29, 2026
Oakmont Advisory Group, LLC History No change 27,930 2,308 1.94% 1.94% 580 0 0.0% Q2 2026 Aug 03, 2026
Lido Advisors, LLC History No change 27,878 2,304 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 27,867 2,303 0.42% 0.42% 582 0 0.0% Q2 2026 Aug 04, 2026
SC&H Financial Advisors, Inc. History No change 27,827 2,299 0.3% 0.3% 583 0 0.0% Q2 2026 Aug 04, 2026
Cassady Wealth & Retirement Planning, LLC History No change 27,761 2,294 1.07% 1.07% 584 0 0.0% Q2 2026 Jul 24, 2026
Greenwich Wealth Management LLC History No change 27,597 2,281 0.08% 0.08% 585 0 0.0% Q2 2026 Aug 12, 2026
Ramiah Investment Group History No change 27,502 2,273 1.74% 1.74% 586 0 0.0% Q2 2026 Jul 16, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 27,223 2,250 0.25% 0.25% 587 0 0.0% Q2 2026 Jul 09, 2026
Pekin Hardy Strauss, Inc. History No change 27,160 2,244 0.2% 0.2% 588 0 0.0% Q2 2026 Jul 30, 2026
Topel & Distasi Wealth Management, LLC History No change 27,149 2,243 1.08% 1.08% 589 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Advisers, LLC History No change 27,132 2,242 1.62% 1.62% 590 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 26,726 2,208 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 10, 2026
Betterment LLC History No change 26,651 2,203 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 14, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 26,628 2,200 0.67% 0.67% 593 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 26,630 2,200 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 03, 2026
Addis & Hill, Inc History No change 26,536 2,193 1.21% 1.21% 595 0 0.0% Q2 2026 Jul 07, 2026
Center For Asset Management LLC History No change 26,496 2,189 0.97% 0.97% 596 0 0.0% Q2 2026 Jul 27, 2026
Life Planning Partners, Inc History No change 26,140 2,160 1.61% 1.61% 597 0 0.0% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History No change 26,037 2,151 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 12, 2026
Smith Partners Wealth Management, LLC History No change 25,877 2,138 1.7% 1.7% 599 0 0.0% Q2 2026 Aug 10, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 25,753 2,128 0.22% 0.22% 600 0 0.0% Q2 2026 Jul 24, 2026
Midwest Trust Co History No change 25,722 2,125 0.02% 0.02% 601 0 0.0% Q2 2026 Aug 04, 2026
Prospera Capital Management, LLC History No change 25,787 2,124 0.66% 0.66% 602 0 0.0% Q2 2026 Jul 27, 2026
Certified Advisory Corp History No change 25,623 2,117 0.17% 0.17% 603 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Financial Management LLC History No change 25,341 2,094 1.68% 1.68% 604 0 0.0% Q2 2026 Aug 28, 2026
PFG Investments, LLC History No change 25,334 2,093 0.08% 0.08% 605 0 0.0% Q2 2026 Jul 23, 2026
Rockbridge Investment Management, LCC History No change 25,131 2,077 0.17% 0.17% 606 0 0.0% Q2 2026 Aug 14, 2026
Leeward Financial Partners, LLC History No change 24,983 2,064 0.54% 0.54% 607 0 0.0% Q2 2026 Aug 06, 2026
Mengis Capital Management, Inc. History No change 24,926 2,060 0.31% 0.31% 608 0 0.0% Q2 2026 Jul 28, 2026
True Link Financial Advisors, LLC History No change 24,892 2,057 0.12% 0.12% 609 0 0.0% Q2 2026 Jul 31, 2026
Agate Pass Investment Management, LLC History No change 24,653 2,037 0.75% 0.75% 610 0 0.0% Q2 2026 Jul 08, 2026
Composition Wealth, LLC History No change 24,633 2,035 0.02% 0.02% 611 0 0.0% Q2 2026 Jul 22, 2026
BridgePort Financial Solutions, LLC History No change 24,199 2,000 0.51% 0.51% 612 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 24,194 1,999 0.07% 0.07% 613 0 0.0% Q2 2026 Jul 21, 2026
Moors & Cabot, Inc. History No change 24,179 1,998 0.08% 0.08% 614 0 0.0% Q2 2026 Aug 10, 2026
Uncommon Cents Investing LLC History No change 23,993 1,983 0.43% 0.43% 615 0 0.0% Q2 2026 Jul 20, 2026
Hobbs Group Advisors, LLC History No change 23,947 1,979 0.52% 0.52% 616 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 23,842 1,970 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 06, 2026
Bigelow Investment Advisors, LLC History No change 23,727 1,961 0.71% 0.71% 618 0 0.0% Q2 2026 Jul 30, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 23,544 1,945 0.2% 0.2% 619 0 0.0% Q2 2026 Jul 28, 2026
Mayflower Financial Advisors, LLC History No change 23,431 1,936 0.17% 0.17% 620 0 0.0% Q2 2026 Jul 09, 2026
BCWM, LLC History No change 23,411 1,934 0.57% 0.57% 621 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 23,394 1,933 0.03% 0.03% 622 0 0.0% Q2 2026 Jul 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 23,274 1,923 0.15% 0.15% 623 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 23,267 1,922 0.62% 0.62% 624 0 0.0% Q2 2026 Aug 07, 2026
Saranac Partners Ltd History No change 23,180 1,917 0.56% 0.56% 625 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 23,160 1,914 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 05, 2026
Pine Valley Investments Ltd Liability Co History No change 23,097 1,908 0.08% 0.08% 627 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 22,979 1,899 0.02% 0.02% 628 0 0.0% Q2 2026 Aug 14, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 22,958 1,897 0.08% 0.08% 629 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 22,894 1,892 0.13% 0.13% 630 0 0.0% Q2 2026 Jul 29, 2026
FIRST FOUNDATION ADVISORS History No change 22,813 1,885 0.07% 0.07% 631 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 22,798 1,884 0.44% 0.44% 632 0 0.0% Q2 2026 Jul 20, 2026
Estate Counselors, LLC History No change 22,765 1,881 0.16% 0.16% 633 0 0.0% Q2 2026 Aug 07, 2026
Manchester Capital Management LLC History No change 22,720 1,877 0.24% 0.24% 634 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 22,673 1,874 0.07% 0.07% 635 0 0.0% Q2 2026 Aug 17, 2026
VIMA LLC History No change 22,631 1,870 1.82% 1.82% 636 0 0.0% Q2 2026 Jul 24, 2026
Sincerus Advisory, LLC History Reduced 23,856 1,868 1.22% 1.38% 637 -707 -2.88% Q3 2026 Oct 08, 2026
Apollon Financial, LLC History No change 22,586 1,866 0.22% 0.22% 638 0 0.0% Q2 2026 Jul 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 22,544 1,863 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 22,349 1,839 0.09% 0.09% 640 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 22,240 1,838 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 10, 2026
Archvest Wealth Advisors, Inc. History No change 22,194 1,834 1.06% 1.06% 642 0 0.0% Q2 2026 Jul 27, 2026
W1M Asset Management Ltd History No change 22,167 1,831 0.02% 0.02% 643 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 21,902 1,810 0.03% 0.03% 644 0 0.0% Q2 2026 Aug 14, 2026
Novak & Powell Financial Services, Inc. History No change 21,825 1,803 0.85% 0.85% 645 0 0.0% Q2 2026 Aug 11, 2026
Gilbert Capital Group, Inc. History No change 21,721 1,795 1.26% 1.26% 646 0 0.0% Q2 2026 Jul 13, 2026
Bath Savings Trust Co History Added to 22,846 1,789 0.19% 0.17% 647 +2,527 12.44% Q3 2026 Oct 07, 2026
North Forty Two & Co. History No change 21,617 1,786 1.52% 1.52% 648 0 0.0% Q2 2026 Jul 24, 2026
Virtue Capital Management, LLC History No change 21,605 1,785 0.24% 0.24% 649 0 0.0% Q2 2026 Aug 05, 2026
Hobart Private Capital, LLC History No change 21,595 1,784 0.31% 0.31% 650 0 0.0% Q2 2026 Jul 06, 2026
Chicago Partners Investment Group LLC History No change 21,962 1,781 0.04% 0.04% 651 0 0.0% Q2 2026 Jul 29, 2026
PETRA FINANCIAL ADVISORS INC History No change 21,377 1,766 0.82% 0.82% 652 0 0.0% Q2 2026 Jul 24, 2026
Arkadios Wealth Advisors History No change 21,260 1,757 0.03% 0.03% 653 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 21,132 1,746 0.12% 0.12% 654 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 21,032 1,738 0.05% 0.05% 655 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 20,793 1,718 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 13, 2026
Clarity Capital Advisors, LLC History No change 20,726 1,713 0.72% 0.72% 657 0 0.0% Q2 2026 Jul 13, 2026
AXS Investments LLC History No change 20,696 1,710 0.48% 0.48% 658 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 20,673 1,708 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 18, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 20,650 1,706 0.69% 0.69% 660 0 0.0% Q2 2026 Aug 04, 2026
Insight Inv LLC History No change 20,631 1,705 0.8% 0.8% 661 0 0.0% Q2 2026 Jul 23, 2026
Strategic Investment Advisors / MI History No change 20,521 1,696 0.1% 0.1% 662 0 0.0% Q2 2026 Aug 14, 2026
Firestone Capital Management History No change 20,367 1,683 0.31% 0.31% 663 0 0.0% Q2 2026 Jul 31, 2026
Global Financial Private Client, LLC History No change 20,273 1,675 0.45% 0.45% 664 0 0.0% Q2 2026 Jul 20, 2026
Providence First Trust Co History No change 20,255 1,674 0.47% 0.47% 665 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 19,987 1,651 0.09% 0.09% 666 0 0.0% Q2 2026 Jul 28, 2026
Redhawk Wealth Advisors, Inc. History No change 19,884 1,643 0.16% 0.16% 667 0 0.0% Q2 2026 Jul 09, 2026
Cascade Financial Partners, LLC History No change 19,725 1,630 0.14% 0.14% 668 0 0.0% Q2 2026 Aug 04, 2026
Forum Private Client Group LLC History No change 19,574 1,617 0.48% 0.48% 669 0 0.0% Q2 2026 Aug 12, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 19,473 1,609 0.62% 0.62% 670 0 0.0% Q2 2026 Jul 20, 2026
Compagnie Lombard Odier SCmA History No change 19,431 1,605 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 29, 2026
Christensen, King & Associates Investment Services, Inc. History No change 19,313 1,596 0.63% 0.63% 672 0 0.0% Q2 2026 Jul 14, 2026
One Capital Management, LLC History No change 18,812 1,556 0.04% 0.04% 673 0 0.0% Q2 2026 Aug 13, 2026
Genesee Capital Advisors, LLC History No change 18,788 1,552 0.49% 0.49% 674 0 0.0% Q2 2026 Aug 06, 2026
TBH Global Asset Management, LLC History No change 18,511 1,529 0.28% 0.28% 675 0 0.0% Q2 2026 Aug 05, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 18,497 1,528 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 18,413 1,522 0.06% 0.06% 677 0 0.0% Q2 2026 Aug 12, 2026
BAM Wealth Management, LLC History No change 18,331 1,515 0.95% 0.95% 678 0 0.0% Q2 2026 Jul 14, 2026
Resona Asset Management Co.,Ltd. History No change 18,322 1,514 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 18,253 1,508 0.06% 0.06% 680 0 0.0% Q2 2026 Jul 20, 2026
Hickory Point Bank & Trust History Added to 19,055 1,492 0.9% 0.52% 681 +8,600 82.26% Q3 2026 Oct 01, 2026
HighPoint Advisor Group LLC History No change 18,008 1,488 0.05% 0.05% 682 0 0.0% Q2 2026 Aug 05, 2026
SMITH, MOORE & CO. History No change 17,868 1,476 0.1% 0.1% 683 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Planning, Inc. History Added to 18,782 1,470 0.33% 0.17% 685 +9,690 106.58% Q3 2026 Oct 08, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 17,794 1,470 0.08% 0.08% 684 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 17,474 1,444 0.21% 0.21% 686 0 0.0% Q2 2026 Aug 03, 2026
WESBANCO BANK INC History No change 17,371 1,435 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 28, 2026
Bellecapital International Ltd. History No change 17,321 1,431 0.23% 0.23% 688 0 0.0% Q2 2026 Jul 22, 2026
Tyche Wealth Partners LLC History No change 17,285 1,428 0.2% 0.2% 689 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 17,264 1,426 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 17,081 1,411 0.02% 0.02% 691 0 0.0% Q2 2026 Aug 03, 2026
Odyssey Capital Advisors, Inc. History No change 17,053 1,409 1.01% 1.01% 692 0 0.0% Q2 2026 Jul 31, 2026
Argent Trust Co History No change 16,778 1,386 0.04% 0.04% 693 0 0.0% Q2 2026 Aug 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 16,605 1,377 0.37% 0.37% 694 0 0.0% Q2 2026 Jul 30, 2026
Beaird Harris Wealth Management, LLC History No change 16,523 1,365 0.09% 0.09% 695 0 0.0% Q2 2026 Jul 08, 2026
IPG Investment Advisors LLC History No change 16,500 1,363 0.2% 0.2% 696 0 0.0% Q2 2026 Aug 12, 2026
Cunning Capital Partners, LP History No change 16,200 1,339 0.54% 0.54% 697 0 0.0% Q2 2026 Aug 11, 2026
Southland Equity Partners LLC History No change 16,200 1,338 0.23% 0.23% 698 0 0.0% Q2 2026 Jul 13, 2026
Integrity Advisory Solutions, LLC History No change 16,134 1,333 0.14% 0.14% 699 0 0.0% Q2 2026 Jul 31, 2026
Focus Financial Network, Inc. History No change 16,096 1,330 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 09, 2026
Smithfield Trust Co History No change 15,942 1,317 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 05, 2026
Accretive Wealth Partners, LLC History No change 15,915 1,315 0.32% 0.32% 702 0 0.0% Q2 2026 Jul 29, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 15,891 1,313 0.09% 0.09% 703 0 0.0% Q2 2026 Aug 07, 2026
Madison Wealth Partners, Inc History No change 15,752 1,301 0.17% 0.17% 704 0 0.0% Q2 2026 Aug 12, 2026
Pines Wealth Management, LLC History No change 15,745 1,301 0.37% 0.37% 705 0 0.0% Q2 2026 Jul 22, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 15,681 1,296 0.39% 0.39% 706 0 0.0% Q2 2026 Jul 16, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 15,635 1,292 0.16% 0.16% 707 0 0.0% Q2 2026 Aug 04, 2026
Northern Lights Advisors, Inc. History No change 15,637 1,292 0.7% 0.7% 708 0 0.0% Q2 2026 Aug 06, 2026
Independence Bank of Kentucky History No change 15,583 1,287 0.15% 0.15% 709 0 0.0% Q2 2026 Jul 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 15,543 1,284 0.04% 0.04% 710 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 15,447 1,276 0.05% 0.05% 711 0 0.0% Q2 2026 Jul 22, 2026
Planning Project LLC History No change 15,734 1,275 0.25% 0.25% 712 0 0.0% Q2 2026 Sep 01, 2026
Engineers Gate Manager LP History No change 15,407 1,273 0.02% 0.02% 713 0 0.0% Q2 2026 Aug 14, 2026
Twele Capital Management, Inc. History No change 15,345 1,268 0.21% 0.21% 714 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Advisors, LLC History No change 15,243 1,259 0.02% 0.02% 715 0 0.0% Q2 2026 Aug 06, 2026
Werba Rubin Papier Wealth Management History No change 15,206 1,256 0.15% 0.15% 716 0 0.0% Q2 2026 Jul 27, 2026
LeConte Wealth Management, LLC History No change 15,203 1,256 0.68% 0.68% 717 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 15,012 1,240 0.14% 0.14% 718 0 0.0% Q2 2026 Aug 11, 2026
Outlook Wealth Advisors, LLC History No change 14,777 1,219 0.26% 0.26% 719 0 0.0% Q2 2026 Aug 03, 2026
WCG Wealth Advisors LLC History No change 14,756 1,219 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 14, 2026
SevenBridge Financial Group, LLC History No change 14,924 1,215 0.18% 0.18% 721 0 0.0% Q2 2026 Aug 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 14,677 1,213 0.17% 0.17% 722 0 0.0% Q2 2026 Jul 20, 2026
DEARBORN PARTNERS LLC History No change 14,640 1,211 0.07% 0.07% 723 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Group, LLC History No change 14,551 1,202 0.07% 0.07% 724 0 0.0% Q2 2026 Jul 27, 2026
Kagan Cocozza Asset Management History No change 14,312 1,182 0.74% 0.74% 725 0 0.0% Q2 2026 Aug 06, 2026
Patten Group, Inc. History No change 14,267 1,179 0.18% 0.18% 726 0 0.0% Q2 2026 Aug 06, 2026
Alteri Wealth LLC History No change 14,185 1,172 0.32% 0.32% 727 0 0.0% Q2 2026 Jul 29, 2026
Coppell Advisory Solutions LLC History No change 22,171 1,160 0.1% 0.1% 728 0 0.0% Q2 2026 Aug 14, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 14,811 1,159 0.53% 0.6% 729 -559 -3.64% Q3 2026 Oct 09, 2026
GEM Asset Management, LLC History No change 13,917 1,150 0.45% 0.45% 730 0 0.0% Q2 2026 Jul 21, 2026
Connecticut Wealth Management, LLC History No change 13,896 1,148 0.04% 0.04% 731 0 0.0% Q2 2026 Jul 29, 2026
Ballast Financial Advisors LLC History No change 13,780 1,138 1.03% 1.03% 732 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 13,752 1,136 0.17% 0.17% 733 0 0.0% Q2 2026 Jul 28, 2026
Encompass More Asset Management History No change 13,754 1,136 0.17% 0.17% 734 0 0.0% Q2 2026 Jul 14, 2026
Cedar Point Capital Partners, LLC History No change 13,691 1,131 0.65% 0.65% 735 0 0.0% Q2 2026 Jul 27, 2026
ALERUS FINANCIAL NA History No change 13,657 1,128 0.05% 0.05% 736 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON SECURITIES CORP. History Added to 14,378 1,125 0.47% 0.51% 737 +72 0.5% Q3 2026 Oct 08, 2026
Independent Wealth Network Inc. History No change 13,602 1,124 0.29% 0.29% 738 0 0.0% Q2 2026 Jul 20, 2026
Prime Capital Investment Advisors, LLC History No change 13,592 1,123 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 05, 2026
Concord Wealth Partners History No change 13,436 1,110 0.13% 0.13% 740 0 0.0% Q2 2026 Jul 27, 2026
WJ Financial Advisors LLC History No change 13,273 1,097 0.81% 0.81% 741 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History Reduced 13,974 1,094 0.62% 0.61% 742 -189 -1.33% Q3 2026 Oct 09, 2026
REAP Financial Group, LLC History No change 13,232 1,093 0.19% 0.19% 743 0 0.0% Q2 2026 Aug 04, 2026
SONATA CAPITAL GROUP INC History No change 13,160 1,087 0.35% 0.35% 744 0 0.0% Q2 2026 Jul 24, 2026
Silver Oak Advisory Group, Inc. History No change 13,134 1,085 0.43% 0.43% 745 0 0.0% Q2 2026 Jul 31, 2026
Ehrenkranz Partners L.P. History No change 13,111 1,083 0.63% 0.63% 746 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 13,099 1,082 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 11, 2026
Tennessee Valley Asset Management Partners History No change 12,986 1,073 0.12% 0.12% 748 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 12,979 1,072 0.09% 0.09% 749 0 0.0% Q2 2026 Jul 28, 2026
WFA of San Diego, LLC History No change 13,071 1,064 0.87% 0.87% 750 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 12,855 1,062 0.08% 0.08% 751 0 0.0% Q2 2026 Aug 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 12,797 1,057 0.05% 0.05% 752 0 0.0% Q2 2026 Jul 20, 2026
Strategic Blueprint, LLC History No change 12,780 1,056 0.05% 0.05% 753 0 0.0% Q2 2026 Jul 23, 2026
Grandview Asset Management LLC History No change 12,701 1,049 0.26% 0.26% 754 0 0.0% Q2 2026 Jul 24, 2026
CHOREO, LLC History No change 12,667 1,046 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 04, 2026
Petersen Hastings Wealth Advisors Inc. History No change 12,611 1,042 0.09% 0.09% 756 0 0.0% Q2 2026 Jul 17, 2026
Brooklyn FI, LLC History No change 12,668 1,030 0.19% 0.19% 757 0 0.0% Q2 2026 Aug 04, 2026
IMA Advisory Services, Inc. History No change 12,428 1,027 0.06% 0.06% 758 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 12,431 1,027 0.05% 0.05% 759 0 0.0% Q2 2026 Jul 23, 2026
Orcam Financial Group History No change 12,426 1,027 0.5% 0.5% 760 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 12,417 1,026 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 12,400 1,024 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 05, 2026
Vanguard National Trust Co History No change 12,391 1,024 0.06% 0.06% 763 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 12,353 1,020 0.06% 0.06% 764 0 0.0% Q2 2026 Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 12,342 1,020 0.54% 0.54% 765 0 0.0% Q2 2026 Aug 13, 2026
Liberty Capital Management, Inc. History No change 12,327 1,018 0.17% 0.17% 766 0 0.0% Q2 2026 Jul 17, 2026
Legacy Advisors, LLC History No change 12,303 1,016 0.09% 0.09% 767 0 0.0% Q2 2026 Jul 24, 2026
Meridian Financial Advisors, LLC History No change 12,301 1,016 0.49% 0.49% 768 0 0.0% Q2 2026 Jul 22, 2026
Inspire Advisors, LLC History No change 12,287 1,014 0.07% 0.07% 769 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 12,234 1,011 0.21% 0.21% 770 0 0.0% Q2 2026 Jul 29, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 12,208 1,008 0.19% 0.19% 771 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 12,106 1,000 0.06% 0.06% 772 0 0.0% Q2 2026 Aug 04, 2026
Vilga Financial Planning LLC History Added to 12,640 989 0.59% 0.77% 773 +267 2.16% Q3 2026 Oct 08, 2026
Murphy & Mullick Capital Management Corp History No change 11,966 988 0.61% 0.61% 774 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 11,909 984 0.08% 0.08% 775 0 0.0% Q2 2026 Aug 12, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History No change 11,912 984 0.73% 0.73% 776 0 0.0% Q2 2026 Jul 21, 2026
Stonebridge Financial Group, LLC/CA History No change 11,901 983 0.14% 0.14% 777 0 0.0% Q2 2026 Aug 13, 2026
Westshore Wealth, LLC History No change 11,845 979 0.3% 0.3% 778 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 11,824 977 0.03% 0.03% 779 0 0.0% Q2 2026 Jul 24, 2026
GWN SECURITIES INC. History No change 11,779 973 0.16% 0.16% 780 0 0.0% Q2 2026 Aug 05, 2026
Frank, Rimerman Advisors LLC History No change 11,755 971 0.05% 0.05% 781 0 0.0% Q2 2026 Jul 27, 2026
Venturi Wealth Management, LLC History No change 11,729 969 0.04% 0.04% 782 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 11,622 960 0.01% 0.01% 783 0 0.0% Q2 2026 Aug 04, 2026
Transamerica Financial Advisors, LLC History No change 11,583 957 0.08% 0.08% 784 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 11,498 950 0.03% 0.03% 785 0 0.0% Q2 2026 Jul 15, 2026
J. M. Brown & Associates Inc. History No change 11,478 948 0.54% 0.54% 786 0 0.0% Q2 2026 Jul 23, 2026
Cooper Financial Group History Reduced 12,058 944 0.08% 0.09% 787 -1,400 -10.4% Q3 2026 Oct 07, 2026
Olde Wealth Management, LLC History No change 11,366 939 0.27% 0.27% 788 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 11,344 937 0.02% 0.02% 789 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 11,285 932 0.02% 0.02% 790 0 0.0% Q2 2026 Aug 13, 2026
Greenline Wealth Management LLC History No change 11,145 921 0.76% 0.76% 791 0 0.0% Q2 2026 Jul 23, 2026
SAX WEALTH ADVISORS, LLC History No change 11,054 914 0.04% 0.04% 792 0 0.0% Q2 2026 Jul 09, 2026
Shum Financial Group, Inc. History No change 11,020 910 0.55% 0.55% 793 0 0.0% Q2 2026 Jul 22, 2026
Idaho Trust Co History No change 10,939 904 0.26% 0.26% 794 0 0.0% Q2 2026 Aug 06, 2026
DUNCKER STREETT & CO INC History No change 10,938 903 0.15% 0.15% 795 0 0.0% Q2 2026 Jul 28, 2026
Shelter Mutual Insurance Co History No change 10,917 902 0.19% 0.19% 796 0 0.0% Q2 2026 Aug 11, 2026
TOWER TRUST & INVESTMENT Co History No change 10,923 902 0.55% 0.55% 797 0 0.0% Q2 2026 Jul 09, 2026
Houlihan Financial Resource Group, Ltd. History No change 10,881 899 0.32% 0.32% 798 0 0.0% Q2 2026 Aug 10, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 10,885 899 0.02% 0.02% 799 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 10,682 882 0.05% 0.05% 800 0 0.0% Q2 2026 Aug 05, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 10,575 874 0.19% 0.19% 801 0 0.0% Q2 2026 Jul 07, 2026
Triumph Capital Management History No change 10,560 872 0.16% 0.16% 802 0 0.0% Q2 2026 Jul 20, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,480 866 0.01% 0.01% 803 0 0.0% Q2 2026 Jul 20, 2026
Rooted Wealth Advisors, Inc. History No change 10,465 864 0.21% 0.21% 804 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Added to 10,928 855 0.02% 0.02% 805 +581 5.62% Q3 2026 Oct 08, 2026
Stablepoint Partners, LLC History No change 10,321 853 0.12% 0.12% 806 0 0.0% Q2 2026 Jul 09, 2026
Round Rock Advisors LLC History No change 10,147 838 0.11% 0.11% 807 0 0.0% Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Reduced 10,678 836 0.02% 0.02% 809 -29 -0.27% Q3 2026 Oct 07, 2026
FC Advisory LLC History Reduced 10,683 836 0.22% 0.23% 808 -15 -0.14% Q3 2026 Oct 05, 2026
Cynosure Group, LLC History No change 10,049 830 0.12% 0.12% 810 0 0.0% Q2 2026 Aug 05, 2026
Baker Ellis Asset Management LLC History No change 10,000 826 0.09% 0.09% 811 0 0.0% Q2 2026 Jul 23, 2026
Amicus Financial Advisors, LLC History No change 9,949 822 0.2% 0.2% 812 0 0.0% Q2 2026 Jul 20, 2026
Kohmann Bosshard Financial Services, LLC History No change 9,912 819 0.07% 0.07% 813 0 0.0% Q2 2026 Jul 14, 2026
Aspire Private Capital, LLC History No change 9,886 817 0.17% 0.17% 814 0 0.0% Q2 2026 Jul 15, 2026
WEDBUSH SECURITIES INC History No change 9,870 816 0.02% 0.02% 815 0 0.0% Q2 2026 Jul 28, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 9,819 811 0.42% 0.42% 816 0 0.0% Q2 2026 Jul 28, 2026
MFA Wealth Services History No change 9,787 808 0.48% 0.48% 817 0 0.0% Q2 2026 Jul 21, 2026
Capital Asset Advisory Services LLC History No change 9,759 806 0.03% 0.03% 818 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,784 804 0.05% 0.05% 819 0 0.0% Q2 2026 Jul 22, 2026
Arta Finance Wealth Management LLC History No change 9,763 803 0.34% 0.34% 820 0 0.0% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History No change 11,941 798 0.29% 0.29% 821 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 9,548 789 0.19% 0.19% 822 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY TRUST CO History No change 9,505 785 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 13, 2026
Great Diamond Partners, LLC History No change 9,500 785 0.13% 0.13% 824 0 0.0% Q2 2026 Jul 17, 2026
Carter Financial Group, INC. History No change 9,490 784 0.41% 0.41% 825 0 0.0% Q2 2026 Jul 30, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 9,486 783 0.11% 0.11% 826 0 0.0% Q2 2026 Jul 21, 2026
JFS WEALTH ADVISORS, LLC History No change 9,451 781 0.04% 0.04% 827 0 0.0% Q2 2026 Jul 10, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 9,447 780 0.08% 0.08% 828 0 0.0% Q2 2026 Jul 07, 2026
Three Bridge Wealth Advisors, LLC History No change 9,442 780 0.2% 0.2% 829 0 0.0% Q2 2026 Jul 27, 2026
SAGE FINANCIAL GROUP INC History No change 9,339 771 0.04% 0.04% 830 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,326 770 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 07, 2026
BDFS Capital LLC History No change 9,314 769 0.33% 0.33% 832 0 0.0% Q2 2026 Jul 15, 2026
ZACKS INVESTMENT MANAGEMENT History No change 9,283 767 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 13, 2026
SRH ADVISORS, LLC History No change 9,278 766 0.2% 0.2% 834 0 0.0% Q2 2026 Jul 24, 2026
ATLAS CAPITAL ADVISORS INC. History No change 9,264 765 0.08% 0.08% 835 0 0.0% Q2 2026 Aug 13, 2026
IVC Wealth Advisors LLC History No change 9,248 764 0.3% 0.3% 836 0 0.0% Q2 2026 Jul 14, 2026
Objectivity Squared, LLC History No change 9,196 760 0.43% 0.43% 837 0 0.0% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History No change 9,181 758 0.13% 0.13% 838 0 0.0% Q2 2026 Jul 28, 2026
Garde Capital, Inc. History No change 9,163 757 0.03% 0.03% 839 0 0.0% Q2 2026 Jul 31, 2026
Savvy Advisors, Inc. History No change 9,137 755 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 03, 2026
Strive Financial Group ,LLC History No change 9,122 753 0.33% 0.33% 841 0 0.0% Q2 2026 Aug 14, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 9,105 751 0.46% 0.46% 842 0 0.0% Q2 2026 Jul 31, 2026
Wallace Advisory Group, LLC History No change 9,052 748 0.7% 0.7% 843 0 0.0% Q2 2026 Aug 03, 2026
Fiduciary Alliance LLC History No change 9,055 748 0.05% 0.05% 844 0 0.0% Q2 2026 Jul 20, 2026
Aprio Wealth Management, LLC History No change 9,045 747 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 24, 2026
SWEENEY & MICHEL, LLC History No change 9,125 742 0.19% 0.19% 846 0 0.0% Q2 2026 Aug 10, 2026
Stash Investments, LLC History No change 8,969 741 0.24% 0.24% 847 0 0.0% Q2 2026 Jul 29, 2026
PLANNING DIRECTIONS INC History No change 8,881 734 0.34% 0.34% 848 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 8,864 732 0.02% 0.02% 849 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 8,856 731 0.03% 0.03% 850 0 0.0% Q2 2026 Jul 02, 2026
Western Wealth Management, LLC History No change 8,796 726 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 8,743 722 0.01% 0.01% 852 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 8,575 708 0.05% 0.05% 853 0 0.0% Q2 2026 Aug 14, 2026
Steffes Financial, Ltd. History No change 8,572 708 0.31% 0.31% 854 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 8,563 707 0.02% 0.02% 855 0 0.0% Q2 2026 Jul 31, 2026
Octavia Wealth Advisors, LLC History No change 8,560 707 0.06% 0.06% 856 0 0.0% Q2 2026 Jul 14, 2026
FIRST UNITED BANK & TRUST History No change 8,554 706 0.2% 0.2% 857 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 8,495 702 0.01% 0.01% 858 0 0.0% Q2 2026 Jul 09, 2026
CHASE INVESTMENT COUNSEL CORP History No change 8,483 701 0.15% 0.15% 859 0 0.0% Q2 2026 Aug 06, 2026
CAPSTONE CAPITAL LLC History No change 8,480 700 0.4% 0.4% 860 0 0.0% Q2 2026 Jul 21, 2026
RWA WEALTH PARTNERS, LLC History No change 8,452 698 0.01% 0.01% 861 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 8,524 695 0.17% 0.17% 862 0 0.0% Q2 2026 Aug 14, 2026
Sierra Capital LLC History No change 8,325 688 0.07% 0.07% 863 0 0.0% Q2 2026 Aug 13, 2026
Keener Financial Planning LLC History No change 8,315 687 0.25% 0.25% 864 0 0.0% Q2 2026 Jul 31, 2026
Fullerton Advisors, LLC History No change 8,261 682 0.64% 0.64% 865 0 0.0% Q2 2026 Jul 27, 2026
Carnegie Investment Counsel History No change 8,220 679 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 30, 2026
Nicholas Wealth, LLC. History No change 8,161 674 0.37% 0.37% 867 0 0.0% Q2 2026 Jul 24, 2026
Cordatus Wealth Management LLC History No change 8,137 672 0.15% 0.15% 868 0 0.0% Q2 2026 Jul 29, 2026
Aberdeen Group plc History No change 8,132 672 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 31, 2026
Ancora Advisors LLC History No change 8,100 669 0.01% 0.01% 870 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 8,084 668 0.01% 0.01% 871 0 0.0% Q2 2026 Aug 11, 2026
LFA - Lugano Financial Advisors SA History No change 8,044 664 0.4% 0.4% 872 0 0.0% Q2 2026 Jul 28, 2026
Seelaus Asset Management LLC History No change 8,027 663 0.47% 0.47% 873 0 0.0% Q2 2026 Jul 16, 2026
MBL Wealth, LLC History No change 8,000 661 0.05% 0.05% 874 0 0.0% Q2 2026 Jul 15, 2026
BTS Asset Management, Inc. History No change 7,965 658 1.39% 1.39% 875 0 0.0% Q2 2026 Aug 14, 2026
Compass Advisory Group LLC History No change 7,958 657 0.16% 0.16% 876 0 0.0% Q2 2026 Aug 11, 2026
FourThought Financial Partners, LLC History No change 7,903 653 0.05% 0.05% 877 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History Reduced 8,329 652 0.01% 0.02% 879 -578 -6.49% Q3 2026 Oct 08, 2026
Narus Financial Partners, LLC History No change 7,890 652 0.17% 0.17% 878 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 7,859 650 0.42% 0.42% 880 0 0.0% Q2 2026 Aug 13, 2026
Evanson Financial, LLC History No change 7,814 645 0.03% 0.03% 881 0 0.0% Q2 2026 Jul 07, 2026
WestEnd Advisors, LLC History No change 7,796 644 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 22, 2026
Vision Capital Management, Inc. History No change 7,789 643 0.07% 0.07% 883 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 7,762 641 0.02% 0.02% 884 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 7,734 639 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 7,739 639 0.3% 0.3% 886 0 0.0% Q2 2026 Jul 29, 2026
PENNINGTON PARTNERS & CO., LLC History No change 7,731 638 0.2% 0.2% 887 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 7,728 638 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 31, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 7,718 637 0.04% 0.04% 889 0 0.0% Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 7,704 636 0.05% 0.05% 890 0 0.0% Q2 2026 Aug 12, 2026
ALTFEST L J & CO INC History No change 7,673 634 0.06% 0.06% 891 0 0.0% Q2 2026 Jul 30, 2026
Cascades Capital Asset Management, LLC History No change 7,644 631 0.23% 0.23% 892 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 7,582 626 0.01% 0.01% 893 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,538 623 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group History No change 7,541 623 0.04% 0.04% 895 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 7,501 619 0.02% 0.02% 896 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Partners, Ltd. History No change 7,383 610 0.04% 0.04% 897 0 0.0% Q2 2026 Aug 12, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 7,758 607 0.13% 0.17% 899 -2,419 -23.77% Q3 2026 Oct 05, 2026
Wilmington Savings Fund Society, FSB History No change 7,355 607 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Group, LLC / IL History No change 7,345 607 0.15% 0.15% 900 0 0.0% Q2 2026 Jul 30, 2026
HARMONY ASSET MANAGEMENT LLC History No change 7,351 607 0.16% 0.16% 901 0 0.0% Q2 2026 Jul 20, 2026
International Private Wealth Advisors LLC History No change 7,354 607 0.31% 0.31% 902 0 0.0% Q2 2026 Aug 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 7,243 598 0.09% 0.09% 903 0 0.0% Q2 2026 Aug 06, 2026
Investment Advisory Group, LLC History No change 7,231 597 0.13% 0.13% 904 0 0.0% Q2 2026 Aug 06, 2026
Plotkin Financial Advisors, LLC History No change 7,140 590 0.24% 0.24% 905 0 0.0% Q2 2026 Aug 14, 2026
Fortune Financial Group, Inc. History No change 7,146 590 0.46% 0.46% 906 0 0.0% Q2 2026 Jul 24, 2026
DAVIS R M INC History No change 7,075 584 0.01% 0.01% 907 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 7,062 583 0.06% 0.06% 908 0 0.0% Q2 2026 Jul 09, 2026
RiverGlades Family Offices LLC History No change 7,062 583 0.27% 0.27% 909 0 0.0% Q2 2026 Aug 10, 2026
Atomic Invest LLC History No change 7,023 582 0.05% 0.05% 910 0 0.0% Q2 2026 Sep 25, 2026
Indivisible Partners History No change 7,010 579 0.03% 0.03% 911 0 0.0% Q2 2026 Aug 04, 2026
UPTICK PARTNERS, LLC History No change 6,961 575 0.09% 0.09% 912 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 6,955 574 0.05% 0.05% 913 0 0.0% Q2 2026 Jul 29, 2026
FF Advisors,LLC History No change 6,956 574 0.21% 0.21% 914 0 0.0% Q2 2026 Jul 29, 2026
Evolution Wealth Advisors, LLC History No change 6,940 573 0.07% 0.07% 915 0 0.0% Q2 2026 Jul 29, 2026
EXCALIBUR MANAGEMENT CORP History No change 6,903 570 0.19% 0.19% 916 0 0.0% Q2 2026 Aug 03, 2026
INTEGRITY ALLIANCE, LLC. History No change 6,888 569 0.02% 0.02% 917 0 0.0% Q2 2026 Jul 31, 2026
Archer Investment Management, LLC History No change 6,851 566 0.19% 0.19% 918 0 0.0% Q2 2026 Jul 07, 2026
Jacobi Capital Management LLC History No change 6,837 565 0.03% 0.03% 919 0 0.0% Q2 2026 Jul 31, 2026
Mason Investment Advisory Services, Inc. History No change 6,816 563 0.02% 0.02% 920 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 6,941 563 0.06% 0.06% 921 0 0.0% Q2 2026 Aug 13, 2026
Sovereign Financial Group, Inc. History No change 6,755 558 0.09% 0.09% 922 0 0.0% Q2 2026 Jul 24, 2026
Meriwether Wealth & Planning, LLC History No change 6,747 557 0.28% 0.28% 923 0 0.0% Q2 2026 Jul 08, 2026
Calder Financial LLC History No change 6,734 556 0.52% 0.52% 924 0 0.0% Q2 2026 Jul 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,998 548 0.11% 0.12% 926 +270 4.01% Q3 2026 Oct 05, 2026
Walkner Condon Financial Advisors LLC History No change 6,638 548 0.06% 0.06% 925 0 0.0% Q2 2026 Jul 27, 2026
Sage Capital Management, LLC History No change 6,625 547 0.21% 0.21% 927 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 6,603 545 0.3% 0.3% 928 0 0.0% Q2 2026 Aug 17, 2026
Clark Asset Management, LLC History No change 6,560 542 0.04% 0.04% 929 0 0.0% Q2 2026 Jul 07, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 6,488 536 0.06% 0.06% 930 0 0.0% Q2 2026 Jul 23, 2026
Axis Wealth Partners, LLC History No change 6,487 536 0.26% 0.26% 931 0 0.0% Q2 2026 Jul 28, 2026
Johnson Financial Group, Inc. History No change 6,474 535 0.02% 0.02% 932 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 6,463 534 0.19% 0.19% 933 0 0.0% Q2 2026 Aug 10, 2026
Mullaney, Keating & Wright, Inc. History No change 6,439 532 0.26% 0.26% 934 0 0.0% Q2 2026 Jul 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,404 529 0.06% 0.06% 935 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 6,372 526 0.0% 0.0% 936 0 0.0% Q2 2026 Aug 13, 2026
Private Capital Management, LLC History No change 6,359 525 0.05% 0.05% 937 0 0.0% Q2 2026 Aug 14, 2026
Security Financial Services, INC. History No change 6,319 522 0.07% 0.07% 938 0 0.0% Q2 2026 Jul 15, 2026
Advisor Resource Council History No change 6,331 521 0.15% 0.15% 939 0 0.0% Q2 2026 Jul 28, 2026
Sage Investment Counsel LLC History No change 6,262 517 0.52% 0.52% 940 0 0.0% Q2 2026 Jul 22, 2026
Palouse Capital Management, Inc. History No change 6,252 516 0.32% 0.32% 941 0 0.0% Q2 2026 Jul 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,240 515 0.03% 0.03% 942 0 0.0% Q2 2026 Aug 04, 2026
Capital Advantage, Inc. History No change 6,200 512 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 13, 2026
Financial Network Wealth Advisors LLC History No change 6,179 510 0.52% 0.52% 944 0 0.0% Q2 2026 Jul 29, 2026
Kovack Advisors, Inc. History No change 6,169 507 0.02% 0.02% 945 0 0.0% Q2 2026 Jul 28, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 6,463 506 0.03% 0.03% 946 -412 -5.99% Q3 2026 Oct 09, 2026
Empower Advisory Group, LLC History No change 6,105 504 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 12, 2026
Gleason Group, Inc. History No change 6,064 501 0.04% 0.04% 948 0 0.0% Q2 2026 Jul 13, 2026
Long Island Wealth Management, Inc. History No change 6,057 500 0.21% 0.21% 949 0 0.0% Q2 2026 Aug 07, 2026
L.K. Benson & Company, P.C. History No change 6,054 500 0.15% 0.15% 950 0 0.0% Q2 2026 Jul 24, 2026
WEALTH EFFECTS LLC History No change 6,022 497 0.13% 0.13% 951 0 0.0% Q2 2026 Aug 06, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 5,990 495 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,000 495 0.18% 0.18% 953 0 0.0% Q2 2026 Jul 21, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 5,999 495 0.18% 0.18% 954 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 5,974 493 0.01% 0.01% 955 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 5,956 492 0.02% 0.02% 956 0 0.0% Q2 2026 Aug 07, 2026
Garden State Investment Advisory Services LLC History No change 5,938 490 0.09% 0.09% 957 0 0.0% Q2 2026 Aug 11, 2026
Livet Wealth, LLC History No change 5,939 490 0.28% 0.28% 958 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 5,900 487 0.0% 0.0% 959 0 0.0% Q2 2026 Sep 02, 2026
SEEDS INVESTOR LLC History No change 5,895 487 0.05% 0.05% 960 0 0.0% Q2 2026 Aug 12, 2026
Rockwood Wealth Management, LLC History No change 5,848 483 0.03% 0.03% 961 0 0.0% Q2 2026 Jul 13, 2026
IBEX WEALTH ADVISORS History No change 5,821 481 0.04% 0.04% 962 0 0.0% Q2 2026 Jul 27, 2026
Tradition Wealth Management, LLC History No change 5,823 481 0.03% 0.03% 963 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 5,794 478 0.01% 0.01% 964 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Management, Inc. History No change 5,783 477 0.15% 0.15% 965 0 0.0% Q2 2026 Jul 15, 2026
Northstar Financial Companies, Inc. History No change 5,707 471 0.32% 0.32% 966 0 0.0% Q2 2026 Aug 06, 2026
Ameliora Wealth Management Ltd. History No change 5,650 466 0.14% 0.14% 967 0 0.0% Q2 2026 Jul 24, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 5,586 461 0.06% 0.06% 968 0 0.0% Q2 2026 Aug 14, 2026
Oxinas Partners, LLC History No change 5,516 455 0.18% 0.18% 969 0 0.0% Q2 2026 Jul 14, 2026
Hegarty Advisors, LLC History No change 5,506 455 0.31% 0.31% 970 0 0.0% Q2 2026 Jul 27, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 5,500 454 0.07% 0.07% 971 0 0.0% Q2 2026 Jul 29, 2026
Falcon Wealth Planning History No change 5,500 454 0.03% 0.03% 972 0 0.0% Q2 2026 Jul 13, 2026
TFB Advisors LLC History No change 5,491 453 0.2% 0.2% 973 0 0.0% Q2 2026 Aug 06, 2026
CULBERTSON A N & CO INC History No change 5,430 448 0.05% 0.05% 974 0 0.0% Q2 2026 Jul 29, 2026
Darrow Company, Inc. History No change 5,397 446 0.17% 0.17% 975 0 0.0% Q2 2026 Jul 29, 2026
ARGUS INVESTORS' COUNSEL, INC. History Added to 5,691 445 0.35% 0.35% 976 +156 2.82% Q3 2026 Oct 09, 2026
McAdam, LLC History No change 5,352 442 0.02% 0.02% 977 0 0.0% Q2 2026 Aug 04, 2026
Mesirow Financial Investment Management, Inc. History No change 5,326 440 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 22, 2026
Acorn Wealth Advisors, LLC History No change 5,323 439 0.11% 0.11% 979 0 0.0% Q2 2026 Jul 30, 2026
EASTERN BANK History Added to 5,564 435 0.01% 0.01% 980 +1,234 28.5% Q3 2026 Oct 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,251 433 0.02% 0.02% 981 0 0.0% Q2 2026 Jul 31, 2026
Blue Water Asset Management History No change 5,215 431 0.14% 0.14% 982 0 0.0% Q2 2026 Aug 03, 2026
Sawyer & Company, Inc History No change 5,192 429 0.14% 0.14% 983 0 0.0% Q2 2026 Jul 23, 2026
Community Financial Services Group, LLC History No change 5,206 427 0.06% 0.06% 984 0 0.0% Q2 2026 Jul 09, 2026
Fourth Dimension Wealth, LLC History No change 5,151 425 0.13% 0.13% 985 0 0.0% Q2 2026 Jul 31, 2026
Centennial Bank/AR/ History No change 5,137 424 0.14% 0.14% 986 0 0.0% Q2 2026 Aug 10, 2026
American Trust History No change 5,036 416 0.03% 0.03% 987 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,033 415 0.1% 0.1% 988 0 0.0% Q2 2026 Jul 15, 2026
Allen Capital Group, LLC History No change 5,012 414 0.03% 0.03% 989 0 0.0% Q2 2026 Jul 27, 2026
GenTrust, LLC History No change 5,006 413 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 06, 2026
Merkkuri Wealth Advisors LLC History No change 4,999 413 0.26% 0.26% 991 0 0.0% Q2 2026 Jul 27, 2026
Wiser Advisor Group LLC History No change 4,966 410 0.45% 0.45% 992 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 4,959 409 0.01% 0.01% 993 0 0.0% Q2 2026 Aug 11, 2026
Obermeyer Wealth Partners History No change 4,935 407 0.02% 0.02% 994 0 0.0% Q2 2026 Jul 29, 2026
Disciplined Investors, L.L.C. History No change 4,932 407 0.2% 0.2% 995 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Concepts, LLC History No change 4,880 403 0.12% 0.12% 996 0 0.0% Q2 2026 Jul 27, 2026
Zhang Financial LLC History No change 4,870 402 0.01% 0.01% 997 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,933 401 0.13% 0.13% 998 0 0.0% Q2 2026 Aug 13, 2026
Allie Family Office LLC History No change 4,855 401 0.15% 0.15% 999 0 0.0% Q2 2026 Oct 02, 2026
Balefire, LLC History Reduced 5,047 395 0.06% 0.07% 1000 -162 -3.11% Q3 2026 Oct 09, 2026
Nalls Sherbakoff Group, LLC History No change 4,769 394 0.28% 0.28% 1001 0 0.0% Q2 2026 Aug 17, 2026
Fortitude Advisory Group L.L.C. History No change 4,779 394 0.15% 0.15% 1002 0 0.0% Q2 2026 Jul 22, 2026
Glen Eagle Advisors, LLC History No change 4,769 394 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 4,762 393 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,732 391 0.02% 0.02% 1005 0 0.0% Q2 2026 Aug 12, 2026
BLB&B Advisors, LLC History No change 4,709 389 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 05, 2026
Gallagher Fiduciary Advisors, LLC History No change 4,713 389 0.01% 0.01% 1007 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 4,692 387 0.17% 0.17% 1008 0 0.0% Q2 2026 Aug 06, 2026
Praetorian Wealth Management, Inc. History No change 4,676 386 0.07% 0.07% 1009 0 0.0% Q2 2026 Jul 07, 2026
Sanchez Gaunt Capital Management, LLC History No change 4,658 384 0.21% 0.21% 1010 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 4,635 383 0.01% 0.01% 1011 0 0.0% Q2 2026 Jul 31, 2026
Bedel Financial Consulting, Inc. History No change 4,602 380 0.04% 0.04% 1012 0 0.0% Q2 2026 Jul 29, 2026
TRB Wealth Management, LLC History No change 4,598 380 0.05% 0.05% 1013 0 0.0% Q2 2026 Aug 11, 2026
Sightline Wealth Advisors, LLC History No change 4,586 379 0.14% 0.14% 1014 0 0.0% Q2 2026 Jul 22, 2026
STABLEFORD CAPITAL II LLC History Reduced 4,820 377 0.13% 0.2% 1015 -2,262 -31.94% Q3 2026 Oct 08, 2026
Sound Income Strategies, LLC History Reduced 4,803 376 0.02% 0.02% 1016 -510 -9.6% Q3 2026 Oct 09, 2026
NESTEGG ADVISORS, INC. History No change 4,538 375 0.27% 0.27% 1017 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Wealth Strategies, LLC History No change 4,524 373 0.2% 0.2% 1018 0 0.0% Q2 2026 Jul 23, 2026
Laraway Financial Advisors Inc History No change 4,522 373 0.23% 0.23% 1019 0 0.0% Q2 2026 Aug 03, 2026
Conservest Capital Advisors, Inc. History No change 4,485 370 0.03% 0.03% 1020 0 0.0% Q2 2026 Jul 22, 2026
Hayek Kallen Investment Management History No change 4,426 366 0.11% 0.11% 1021 0 0.0% Q2 2026 Aug 17, 2026
Axos Invest Inc. History No change 4,403 363 0.27% 0.27% 1022 0 0.0% Q2 2026 Aug 07, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 4,386 362 0.04% 0.04% 1023 0 0.0% Q2 2026 Jul 28, 2026
Godfrey Financial Associates, Inc. History No change 4,381 362 0.28% 0.28% 1024 0 0.0% Q2 2026 Aug 11, 2026
Valpey Financial Services, LLC History No change 4,376 361 0.21% 0.21% 1025 0 0.0% Q2 2026 Aug 11, 2026
Sonoma Allocations LLC History No change 4,368 359 0.11% 0.11% 1026 0 0.0% Q2 2026 Jul 08, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 4,290 354 0.15% 0.15% 1027 0 0.0% Q2 2026 Jul 16, 2026
Summit Global Investments History No change 4,268 353 0.02% 0.02% 1028 0 0.0% Q2 2026 Aug 03, 2026
PINKERTON WEALTH, LLC History No change 4,265 352 0.03% 0.03% 1029 0 0.0% Q2 2026 Jul 30, 2026
RETIREMITTEN FINANCIAL LLC History No change 4,212 348 0.15% 0.15% 1030 0 0.0% Q2 2026 Aug 10, 2026
Macro Advisors, Inc. History No change 4,209 347 0.11% 0.11% 1031 0 0.0% Q2 2026 Aug 11, 2026
BCS Wealth Management History No change 4,177 345 0.06% 0.06% 1032 0 0.0% Q2 2026 Jul 16, 2026
United Advisor Group, LLC History No change 4,178 345 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 29, 2026
Horizon Investments, LLC History No change 4,202 344 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 4,090 338 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 16, 2026
TD Capital Management LLC History No change 4,100 338 0.03% 0.03% 1036 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 4,089 337 0.03% 0.03% 1037 0 0.0% Q2 2026 Aug 14, 2026
Enhancing Capital LLC History No change 4,081 337 0.23% 0.23% 1038 0 0.0% Q2 2026 Aug 11, 2026
Portland Financial Advisors Inc History No change 4,078 337 0.61% 0.61% 1039 0 0.0% Q2 2026 Aug 10, 2026
FIRST MERCHANTS CORP History No change 4,075 336 0.01% 0.01% 1040 0 0.0% Q2 2026 Jul 15, 2026
GREENLEAF TRUST History No change 4,064 335 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 4,056 335 0.01% 0.01% 1042 0 0.0% Q2 2026 Aug 06, 2026
Grey Fox Wealth Advisors, LLC History No change 4,064 335 0.05% 0.05% 1043 0 0.0% Q2 2026 Jul 17, 2026
TI-TRUST, INC History No change 4,037 333 0.18% 0.18% 1044 0 0.0% Q2 2026 Jul 23, 2026
Ceeto Capital Group, LLC History No change 4,000 331 0.09% 0.09% 1045 0 0.0% Q2 2026 Aug 14, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 3,982 329 0.17% 0.17% 1046 0 0.0% Q2 2026 Aug 12, 2026
Newport Capital Group, LLC History No change 3,958 327 0.18% 0.18% 1047 0 0.0% Q2 2026 Jul 21, 2026
Tempus Wealth Planning, LLC History No change 3,934 325 0.06% 0.06% 1048 0 0.0% Q2 2026 Jul 22, 2026
Objective Capital Management, LLC History No change 3,909 323 0.29% 0.29% 1049 0 0.0% Q2 2026 Jul 20, 2026
Eaton-Cambridge Inc. History No change 3,900 322 0.09% 0.09% 1050 0 0.0% Q2 2026 Jul 23, 2026
Marble Wealth, LLC History No change 3,888 321 0.05% 0.05% 1051 0 0.0% Q2 2026 Aug 07, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 3,850 318 0.09% 0.09% 1052 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,841 317 0.02% 0.02% 1053 0 0.0% Q2 2026 Aug 07, 2026
Peak Retirement Planning, Inc. History No change 3,838 317 0.05% 0.05% 1054 0 0.0% Q2 2026 Aug 10, 2026
HC Advisors, LLC History No change 3,828 316 0.19% 0.19% 1055 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History No change 3,811 314 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 21, 2026
Iron Gate Global Advisors LLC History No change 3,792 313 0.03% 0.03% 1057 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 3,792 313 0.03% 0.03% 1058 0 0.0% Q2 2026 Aug 04, 2026
WealthTrust Axiom LLC History No change 3,778 312 0.07% 0.07% 1059 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 3,771 311 0.02% 0.02% 1060 0 0.0% Q2 2026 Aug 14, 2026
Timonier Family Office, LTD. History No change 3,756 310 0.09% 0.09% 1061 0 0.0% Q2 2026 Aug 03, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 3,758 310 0.13% 0.13% 1062 0 0.0% Q2 2026 Aug 14, 2026
HANOVER ADVISORS INC History No change 3,740 309 0.11% 0.11% 1063 0 0.0% Q2 2026 Aug 12, 2026
SmartHarvest Portfolios, LLC History No change 3,722 307 0.1% 0.1% 1064 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 3,690 305 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 3,691 305 0.04% 0.04% 1066 0 0.0% Q2 2026 Aug 04, 2026
49 WEALTH MANAGEMENT, LLC History No change 3,699 305 0.06% 0.06% 1067 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 3,699 305 0.06% 0.06% 1068 0 0.0% Q2 2026 Aug 14, 2026
Lutz Financial Services LLC History No change 3,686 304 0.02% 0.02% 1069 0 0.0% Q2 2026 Aug 05, 2026
Mustard Seed Financial, LLC History No change 3,683 304 0.16% 0.16% 1070 0 0.0% Q2 2026 Aug 05, 2026
McMill Wealth Management History No change 5,094 304 0.07% 0.07% 1071 0 0.0% Q2 2026 Aug 17, 2026
Main Street Financial Solutions, LLC History No change 3,656 302 0.02% 0.02% 1072 0 0.0% Q2 2026 Aug 07, 2026
Synergy Asset Management, LLC History No change 3,640 300 0.03% 0.03% 1073 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 3,622 299 0.03% 0.03% 1074 0 0.0% Q2 2026 Jul 07, 2026
Valued Retirements, Inc. History No change 3,611 298 0.27% 0.27% 1075 0 0.0% Q2 2026 Aug 13, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 3,597 297 0.08% 0.08% 1076 0 0.0% Q2 2026 Aug 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 3,549 293 0.05% 0.05% 1077 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 3,518 290 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History No change 3,512 290 0.0% 0.0% 1079 0 0.0% Q2 2026 Jul 24, 2026
SWMG, LLC History No change 3,553 290 0.07% 0.07% 1080 0 0.0% Q2 2026 Jul 15, 2026
Future Financial Wealth Managment LLC History No change 3,533 286 0.18% 0.18% 1081 0 0.0% Q2 2026 Jul 24, 2026
BOSTON FAMILY OFFICE LLC History No change 3,450 285 0.02% 0.02% 1082 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 3,514 285 0.02% 0.02% 1083 0 0.0% Q2 2026 Aug 10, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 3,425 283 0.12% 0.12% 1084 0 0.0% Q2 2026 Sep 18, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 3,420 282 0.02% 0.02% 1085 0 0.0% Q2 2026 Jul 31, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 3,418 282 0.08% 0.08% 1086 0 0.0% Q2 2026 Jul 14, 2026
Turim 21 Investimentos Ltda. History No change 3,392 280 0.05% 0.05% 1087 0 0.0% Q2 2026 Aug 10, 2026
Cordgrass Capital Advisors, LLC History No change 3,378 279 0.1% 0.1% 1088 0 0.0% Q2 2026 Aug 06, 2026
Argentarii, LLC History No change 3,449 279 0.08% 0.08% 1089 0 0.0% Q2 2026 Aug 12, 2026
Anson Capital, Inc. History No change 3,316 274 0.18% 0.18% 1090 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 3,282 271 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,263 269 0.01% 0.01% 1092 0 0.0% Q2 2026 Jul 20, 2026
YANKCOM Partnership History No change 3,265 269 0.1% 0.1% 1093 0 0.0% Q2 2026 Jul 21, 2026
Berger Financial Group, Inc History No change 3,239 267 0.01% 0.01% 1094 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 3,232 267 0.02% 0.02% 1095 0 0.0% Q2 2026 Aug 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,197 264 0.0% 0.0% 1096 0 0.0% Q2 2026 Aug 10, 2026
Wellspring Financial Advisors, LLC History No change 3,194 263 0.02% 0.02% 1097 0 0.0% Q2 2026 Jul 20, 2026
Integrity Wealth Solutions LLC History No change 3,192 263 0.1% 0.1% 1098 0 0.0% Q2 2026 Jul 30, 2026
VANGUARD ADVISERS INC History No change 3,178 262 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 3,175 262 0.02% 0.02% 1100 0 0.0% Q2 2026 Aug 05, 2026
IRON Financial LLC History No change 3,162 261 0.11% 0.11% 1101 0 0.0% Q2 2026 Jul 22, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,159 261 0.14% 0.14% 1102 0 0.0% Q2 2026 Aug 11, 2026
Cordoba Advisory Partners LLC History No change 3,163 261 0.06% 0.06% 1103 0 0.0% Q2 2026 Jul 21, 2026
Texas Bank & Trust Co History No change 3,138 259 0.08% 0.08% 1104 0 0.0% Q2 2026 Jul 31, 2026
Verisail Partners, LLC History No change 3,120 257 0.1% 0.1% 1105 0 0.0% Q2 2026 Jul 14, 2026
Clearstead Advisors, LLC History No change 3,100 256 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 06, 2026
Total Clarity Wealth Management, Inc. History No change 3,094 255 0.05% 0.05% 1107 0 0.0% Q2 2026 Jul 23, 2026
Unique Wealth Strategies, LLC History No change 3,095 255 0.09% 0.09% 1108 0 0.0% Q2 2026 Jul 15, 2026
COZAD ASSET MANAGEMENT INC History No change 3,077 254 0.02% 0.02% 1109 0 0.0% Q2 2026 Aug 14, 2026
Wealth Dimensions Group, Ltd. History No change 3,084 254 0.05% 0.05% 1110 0 0.0% Q2 2026 Jul 22, 2026
Creekside Partners History No change 3,083 254 0.09% 0.09% 1111 0 0.0% Q2 2026 Jul 30, 2026
Tempo Wealth, LLC History No change 3,076 254 0.04% 0.04% 1112 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 3,068 253 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 06, 2026
Azimuth Capital Investment Management LLC History No change 3,055 252 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 12, 2026
UNIVEST FINANCIAL Corp History No change 3,044 251 0.01% 0.01% 1115 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 3,208 251 0.01% 0.01% 1116 0 0.0% Q3 2026 Oct 09, 2026
Compass Financial Group, INC/SD History No change 3,033 250 0.03% 0.03% 1117 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 3,001 248 0.02% 0.02% 1118 0 0.0% Q2 2026 Aug 06, 2026
Duncan Williams Asset Management, LLC History No change 3,007 248 0.06% 0.06% 1119 0 0.0% Q2 2026 Jul 22, 2026
Aegis Wealth Management, Inc. History No change 3,003 248 0.16% 0.16% 1120 0 0.0% Q2 2026 Jul 16, 2026
Minot DeBlois Advisors LLC History No change 3,000 247 0.21% 0.21% 1121 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 2,990 247 0.02% 0.02% 1122 0 0.0% Q2 2026 Jul 31, 2026
Performance Wealth Partners, LLC History No change 2,984 246 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 07, 2026
Tranquility Partners, LLC History No change 2,976 245 0.08% 0.08% 1124 0 0.0% Q2 2026 Jul 23, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 2,942 243 0.06% 0.06% 1125 0 0.0% Q2 2026 Aug 13, 2026
FIRST HAWAIIAN BANK History No change 2,932 242 0.03% 0.03% 1126 0 0.0% Q2 2026 Jul 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 2,932 242 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 14, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,916 241 0.02% 0.02% 1128 0 0.0% Q2 2026 Jul 14, 2026
Legacy Wealth Partners, LLC History No change 2,900 239 0.05% 0.05% 1129 0 0.0% Q2 2026 Jul 22, 2026
MIDDLETON & CO INC/MA History No change 2,875 237 0.03% 0.03% 1130 0 0.0% Q2 2026 Aug 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,851 235 0.01% 0.01% 1131 0 0.0% Q2 2026 Jul 23, 2026
Security National Bank History No change 2,850 235 0.03% 0.03% 1132 0 0.0% Q2 2026 Jul 15, 2026
PDS Planning, Inc History No change 2,820 233 0.01% 0.01% 1133 0 0.0% Q2 2026 Aug 05, 2026
Callahan Advisors, LLC History No change 2,824 233 0.02% 0.02% 1134 0 0.0% Q2 2026 Aug 03, 2026
Prostatis Group LLC History No change 2,821 233 0.05% 0.05% 1135 0 0.0% Q2 2026 Aug 14, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 2,826 233 0.04% 0.04% 1136 0 0.0% Q2 2026 Jul 21, 2026
Baskin Financial Services Inc. History No change 2,793 231 0.02% 0.02% 1137 0 0.0% Q2 2026 Jul 13, 2026
KICKSTAND VENTURES, LLC. History No change 2,783 230 0.04% 0.04% 1138 0 0.0% Q2 2026 Jul 30, 2026
ARWA LLC History No change 2,822 230 0.1% 0.1% 1139 0 0.0% Q2 2026 Jul 24, 2026
LFG Wealth Partners, LLC History No change 2,776 229 0.11% 0.11% 1140 0 0.0% Q2 2026 Aug 04, 2026
TCV Trust & Wealth Management, Inc. History No change 2,770 228 0.02% 0.02% 1141 0 0.0% Q2 2026 Jul 24, 2026
Raab & Moskowitz Asset Management LLC History No change 2,766 228 0.05% 0.05% 1142 0 0.0% Q2 2026 Jul 28, 2026
NorthLanding Financial Partners, LLC History No change 2,763 228 0.16% 0.16% 1143 0 0.0% Q2 2026 Jul 23, 2026
Split Rock Private Trading & Wealth Management, LLC History No change 2,760 228 0.16% 0.16% 1144 0 0.0% Q2 2026 Jul 22, 2026
Impact Partnership Wealth, LLC History No change 2,723 225 0.02% 0.02% 1145 0 0.0% Q2 2026 Jul 29, 2026
Range Advisory, LLC History No change 2,730 225 0.03% 0.03% 1146 0 0.0% Q2 2026 Sep 02, 2026
GreatBanc Trust CO History No change 2,700 223 0.14% 0.14% 1147 0 0.0% Q2 2026 Jul 29, 2026
Plus Group Wealth Advisors LLC History No change 2,700 223 0.21% 0.21% 1148 0 0.0% Q2 2026 Jul 13, 2026
Texas Yale Capital Corp. History No change 2,695 222 0.0% 0.0% 1149 0 0.0% Q2 2026 Aug 12, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,695 222 0.03% 0.03% 1150 0 0.0% Q2 2026 Aug 14, 2026
Storen Legacy Partners, LLC History No change 2,694 222 0.06% 0.06% 1151 0 0.0% Q2 2026 Jul 17, 2026
MOLLER WEALTH PARTNERS History No change 2,670 220 0.04% 0.04% 1152 0 0.0% Q2 2026 Jul 15, 2026
Mendel Capital Management LLC History No change 2,616 216 0.1% 0.1% 1153 0 0.0% Q2 2026 Jul 21, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,602 215 0.06% 0.06% 1154 0 0.0% Q2 2026 Aug 07, 2026
Capital Management Associates, Inc History No change 2,592 214 0.04% 0.04% 1155 0 0.0% Q2 2026 Jul 22, 2026
TigerOak Management, L.L.C. History No change 2,585 213 0.06% 0.06% 1156 0 0.0% Q2 2026 Aug 11, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,574 212 0.01% 0.01% 1157 0 0.0% Q2 2026 Jul 28, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,576 212 0.01% 0.01% 1158 0 0.0% Q2 2026 Aug 05, 2026
Annex Advisory Services, LLC History No change 2,557 211 0.0% 0.0% 1159 0 0.0% Q2 2026 Jul 10, 2026
Madrid Wealth Management, LLC History No change 2,555 211 0.14% 0.14% 1160 0 0.0% Q2 2026 Jul 31, 2026
DELTA FINANCIAL ADVISORS LLC History No change 2,550 210 0.05% 0.05% 1161 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 2,549 210 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 10, 2026
HCR Wealth Advisors History No change 2,534 209 0.02% 0.02% 1163 0 0.0% Q2 2026 Jul 13, 2026
ProVise Management Group, LLC History No change 2,509 207 0.01% 0.01% 1164 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Family Office, LLC History No change 2,510 207 0.1% 0.1% 1165 0 0.0% Q2 2026 Aug 11, 2026
VISION FINANCIAL MARKETS LLC History No change 2,501 206 0.18% 0.18% 1166 0 0.0% Q2 2026 Jul 24, 2026
Northside Capital Management, LLC History No change 2,500 206 0.02% 0.02% 1167 0 0.0% Q2 2026 Jul 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,503 206 0.01% 0.01% 1168 0 0.0% Q2 2026 Jul 31, 2026
Everest Financial Group LLC History No change 2,500 206 0.03% 0.03% 1169 0 0.0% Q2 2026 Aug 10, 2026
SFMG, LLC History No change 2,480 204 0.01% 0.01% 1170 0 0.0% Q2 2026 Aug 13, 2026
Gradient Capital Advisors, LLC History No change 2,479 204 0.05% 0.05% 1171 0 0.0% Q2 2026 Jul 13, 2026
KWMG, LLC History No change 2,597 203 0.01% 0.02% 1172 0 0.0% Q3 2026 Oct 07, 2026
VICTORY FINANCIAL GROUP, LLC History No change 2,450 202 0.02% 0.02% 1173 0 0.0% Q2 2026 Jul 28, 2026
BTG Pactual Asset Management US LLC History No change 2,444 201 0.01% 0.01% 1174 0 0.0% Q2 2026 Aug 14, 2026
Proficio Capital Partners LLC History No change 2,436 201 0.01% 0.01% 1175 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 2,438 201 0.02% 0.02% 1176 0 0.0% Q2 2026 Jul 09, 2026
SAPIENT CAPITAL LLC History Reduced 2,558 200 0.0% 0.0% 1177 -58 -2.22% Q3 2026 Oct 08, 2026
Pinnacle Bancorp, Inc. History No change 2,406 198 0.05% 0.05% 1178 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 2,403 198 0.01% 0.01% 1179 0 0.0% Q2 2026 Jul 24, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 2,295 189 0.35% 0.35% 1180 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 2,158 178 0.05% 0.05% 1181 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 2,155 178 0.06% 0.06% 1182 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 2,106 174 0.01% 0.01% 1183 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 2,115 174 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,092 173 0.0% 0.0% 1185 0 0.0% Q2 2026 Aug 13, 2026
Pioneer Family Office, LLC History No change 2,086 172 0.09% 0.09% 1186 0 0.0% Q2 2026 Jul 27, 2026
PROTECTIVE LIFE CORP History No change 2,070 171 1.22% 1.22% 1187 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 2,050 169 0.01% 0.01% 1188 0 0.0% Q2 2026 Jul 21, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych History No change 2,000 166 0.07% 0.07% 1189 0 0.0% Q2 2026 Jul 22, 2026
Silicon Valley Capital Partners History No change 1,980 163 0.01% 0.01% 1190 0 0.0% Q2 2026 Sep 21, 2026
AdvisorNet Financial, Inc History No change 1,938 160 0.01% 0.01% 1191 0 0.0% Q2 2026 Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,930 159 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 13, 2026
Front Row Advisors LLC History No change 1,940 157 0.05% 0.05% 1193 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 1,873 154 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 23, 2026
Powell Investment Advisors, LLC History No change 1,820 150 0.05% 0.05% 1195 0 0.0% Q2 2026 Jul 28, 2026
Robinswood Financial LLC History No change 1,790 148 0.04% 0.04% 1196 0 0.0% Q2 2026 Jul 14, 2026
Capital Advisors, Ltd. LLC History No change 1,754 145 0.01% 0.01% 1197 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 1,756 145 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 12, 2026
Chung Wu Investment Group, LLC History No change 1,743 144 0.09% 0.09% 1199 0 0.0% Q2 2026 Jul 31, 2026
DHJJ Financial Advisors, Ltd. History No change 1,718 141 0.04% 0.04% 1200 0 0.0% Q2 2026 Jul 24, 2026
Graney & King, LLC History No change 1,683 139 0.05% 0.05% 1201 0 0.0% Q2 2026 Aug 07, 2026
Urban Financial Advisory Corp History No change 1,672 138 0.04% 0.04% 1202 0 0.0% Q2 2026 Aug 06, 2026
Investors Research Corp History Added to 1,672 130 0.02% 0.02% 1204 +75 4.7% Q3 2026 Oct 07, 2026
Hills Bank & Trust Co History No change 1,574 130 0.01% 0.01% 1203 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 1,570 129 0.03% 0.03% 1205 0 0.0% Q2 2026 Aug 03, 2026
Coastline Trust Co History Reduced 1,642 128 0.01% 0.04% 1206 -3,422 -67.58% Q3 2026 Oct 01, 2026
Kilter Group LLC History No change 1,542 127 0.05% 0.05% 1207 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 1,466 121 0.0% 0.0% 1208 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 1,394 115 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,382 114 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 1,374 113 0.01% 0.01% 1211 0 0.0% Q2 2026 Jul 23, 2026
Evolution Advisers, Inc. History No change 1,370 113 0.04% 0.04% 1212 0 0.0% Q2 2026 Jul 31, 2026
WealthShield Partners, LLC History No change 1,366 112 0.02% 0.02% 1213 0 0.0% Q2 2026 Aug 12, 2026
S.A. Mason LLC History No change 1,310 108 0.03% 0.03% 1214 0 0.0% Q2 2026 Jul 31, 2026
TSFG, LLC History No change 1,300 107 0.01% 0.01% 1215 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,210 100 0.06% 0.06% 1216 0 0.0% Q2 2026 Jul 21, 2026
Cape Investment Advisory, Inc. History No change 1,179 97 0.03% 0.03% 1217 0 0.0% Q2 2026 Jul 23, 2026
Fairscale Capital, LLC History No change 1,184 97 0.06% 0.06% 1218 0 0.0% Q2 2026 Aug 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 1,132 93 0.02% 0.02% 1219 0 0.0% Q2 2026 Aug 07, 2026
Guardian Partners Inc. History No change 1,055 87 0.01% 0.01% 1220 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,050 86 0.01% 0.01% 1221 0 0.0% Q2 2026 Jul 16, 2026
CoreCap Advisors, LLC History Reduced 1,050 82 0.0% 0.0% 1222 -211 -16.73% Q3 2026 Oct 08, 2026
Nova Wealth Management, Inc. History No change 1,000 82 0.05% 0.05% 1223 0 0.0% Q2 2026 Jul 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 972 80 0.05% 0.05% 1224 0 0.0% Q2 2026 Aug 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 957 79 0.02% 0.02% 1225 0 0.0% Q2 2026 Aug 20, 2026
Bernard Wealth Management Corp. History No change 967 79 0.03% 0.03% 1226 0 0.0% Q2 2026 Aug 21, 2026
Wealth Enhancement Trust Services, Inc. History New 960 75 0.01% — 1227 +960 New Q3 2026 Oct 07, 2026
Timbuktu Capital Management, LLC History No change 900 74 0.11% 0.11% 1228 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 890 73 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 832 68 0.15% 0.15% 1230 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 822 67 0.03% 0.03% 1231 0 0.0% Q2 2026 Jul 23, 2026
Pillar Financial Advisors, LLC History No change 805 66 0.03% 0.03% 1232 0 0.0% Q2 2026 Jul 24, 2026
Pacifica Partners Inc. History Reduced 833 65 0.02% 0.14% 1234 -4,856 -85.36% Q3 2026 Oct 08, 2026
BOKF, NA History No change 798 65 0.0% 0.0% 1233 0 0.0% Q2 2026 Aug 10, 2026
TOMPKINS FINANCIAL CORP History Reduced 830 64 0.0% 0.01% 1235 -139 -14.34% Q3 2026 Oct 05, 2026
PROFFITT & GOODSON INC History No change 752 62 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 726 60 0.01% 0.01% 1237 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 707 58 0.01% 0.01% 1238 0 0.0% Q2 2026 Aug 07, 2026
Truvestments Capital LLC History No change 702 58 0.01% 0.01% 1239 0 0.0% Q2 2026 Aug 12, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 692 57 0.02% 0.02% 1240 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 696 57 0.01% 0.01% 1241 0 0.0% Q2 2026 Jul 21, 2026
Harborfront Financial Group LLC History No change 691 57 0.21% 0.21% 1242 0 0.0% Q2 2026 Aug 07, 2026
GeoWealth Management, LLC History No change 676 55 0.0% 0.0% 1243 0 0.0% Q2 2026 Jul 30, 2026
Orion Capital Management LLC History No change 677 55 0.02% 0.02% 1244 0 0.0% Q2 2026 Aug 17, 2026
Caldwell Trust Co History No change 644 53 0.0% 0.0% 1245 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 603 49 0.01% 0.01% 1246 0 0.0% Q2 2026 Sep 15, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 589 48 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History No change 624 48 0.0% 0.0% 1248 0 0.0% Q3 2026 Oct 09, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 607 47 0.0% 0.01% 1249 -775 -56.08% Q3 2026 Oct 09, 2026
Realta Investment Advisors History No change 547 45 0.01% 0.01% 1250 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 553 45 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 03, 2026
Hurley Capital, LLC History No change 533 44 0.02% 0.02% 1252 0 0.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History No change 538 44 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 15, 2026
Westfuller Advisors, LLC History No change 510 42 0.02% 0.02% 1254 0 0.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History No change 492 40 0.0% 0.0% 1255 0 0.0% Q2 2026 Jul 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 487 40 0.0% 0.0% 1256 0 0.0% Q2 2026 Aug 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 484 40 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 484 40 0.0% 0.0% 1258 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 450 37 0.0% 0.0% 1259 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 454 37 0.0% 0.0% 1260 0 0.0% Q2 2026 Jul 14, 2026
Tradewinds Capital Management, LLC History No change 459 37 0.01% 0.01% 1261 0 0.0% Q2 2026 Jul 23, 2026
ALLIANZ SE History No change 430 35 0.0% 0.0% 1262 0 0.0% Q2 2026 Aug 10, 2026
Hilton Head Capital Partners, LLC History No change 427 35 0.02% 0.02% 1263 0 0.0% Q2 2026 Jul 27, 2026
BAYBAN History No change 429 35 0.03% 0.03% 1264 0 0.0% Q2 2026 Jul 30, 2026
AMERIFLEX GROUP, INC. History No change 416 34 0.01% 0.01% 1265 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 412 34 0.02% 0.02% 1266 0 0.0% Q2 2026 Aug 06, 2026
HighMark Wealth Management LLC History No change 400 33 0.01% 0.01% 1267 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 410 33 0.02% 0.02% 1268 0 0.0% Q2 2026 Jul 30, 2026
Go Invest LLC History Added to 412 32 0.01% 0.0% 1271 +229 125.14% Q3 2026 Oct 08, 2026
First Bancorp, Inc /ME/ History No change 397 32 0.01% 0.01% 1269 0 0.0% Q2 2026 Aug 11, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 392 32 0.01% 0.01% 1270 0 0.0% Q2 2026 Jul 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 400 31 0.02% 0.03% 1274 -100 -20.0% Q3 2026 Oct 09, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 385 31 0.01% 0.01% 1272 0 0.0% Q2 2026 Jul 16, 2026
Wells Financial Advisors INC History No change 380 31 0.29% 0.29% 1273 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 370 30 0.0% 0.0% 1275 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 372 30 0.0% 0.0% 1276 0 0.0% Q2 2026 Sep 15, 2026
Larson Financial Group LLC History No change 366 30 0.0% 0.0% 1277 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 372 30 0.01% 0.01% 1278 0 0.0% Q2 2026 Jul 23, 2026
Tidemark, LLC History No change 375 30 0.01% 0.01% 1279 0 0.0% Q2 2026 Aug 10, 2026
LAZARD ASSET MANAGEMENT LLC History No change 356 29 0.0% 0.0% 1280 0 0.0% Q2 2026 Aug 14, 2026
StrongBox Wealth, LLC History No change 357 29 0.01% 0.01% 1281 0 0.0% Q2 2026 Jul 23, 2026
Monetary Solutions, Ltd History No change 360 29 0.02% 0.02% 1282 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 341 28 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 324 27 0.0% 0.0% 1284 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 335 27 0.0% 0.0% 1285 0 0.0% Q2 2026 Jul 22, 2026
Delos Wealth Advisors, LLC History No change 321 26 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 14, 2026
Atlatl Advisers LLC History No change 308 25 0.01% 0.01% 1287 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 313 25 0.01% 0.01% 1288 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 300 24 0.01% 0.01% 1289 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 296 24 0.0% 0.0% 1290 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 302 24 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 07, 2026
Register Financial Advisors LLC History No change 291 24 0.01% 0.01% 1292 0 0.0% Q2 2026 Jul 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 278 22 0.0% 0.0% 1293 0 0.0% Q2 2026 Sep 02, 2026
Piscataqua Savings Bank History No change 269 22 0.01% 0.01% 1294 0 0.0% Q2 2026 Jul 09, 2026
Indiana Trust & Investment Management Co History No change 260 21 0.01% 0.01% 1295 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 249 20 0.0% 0.0% 1296 0 0.0% Q2 2026 Jul 30, 2026
Rachor Investment Advisory Services, LLC History No change 246 20 0.01% 0.01% 1297 0 0.0% Q2 2026 Jul 16, 2026
ESL Trust Services, LLC History No change 238 19 0.0% 0.0% 1298 0 0.0% Q2 2026 Aug 13, 2026
POM Investment Strategies, LLC History No change 242 19 0.02% 0.02% 1299 0 0.0% Q2 2026 Jul 30, 2026
Ares Financial Consulting, LLC History No change 233 19 0.01% 0.01% 1300 0 0.0% Q2 2026 Jul 09, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 225 18 0.0% 0.0% 1301 0 0.0% Q2 2026 Jul 29, 2026
Costello Asset Management, INC History No change 228 18 0.01% 0.01% 1302 0 0.0% Q2 2026 Jul 28, 2026
Hoese & Co LLP History No change 218 18 0.01% 0.01% 1303 0 0.0% Q2 2026 Jul 14, 2026
Buck Wealth Strategies, LLC History No change 221 18 0.0% 0.0% 1304 0 0.0% Q2 2026 Jul 30, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 226 18 0.0% 0.0% 1305 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 206 17 0.0% 0.0% 1306 0 0.0% Q2 2026 Jul 17, 2026
Colonial Trust Co / SC History No change 206 17 0.0% 0.0% 1307 0 0.0% Q2 2026 Aug 11, 2026
RAELIPSKIE PARTNERSHIP History No change 215 17 0.01% 0.01% 1308 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY ADVISORS, INC. History No change 214 17 0.01% 0.01% 1309 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 196 16 0.01% 0.01% 1310 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 202 16 0.0% 0.0% 1311 0 0.0% Q2 2026 Jul 17, 2026
Medallion Wealth Advisors, LLC History No change 203 16 0.01% 0.01% 1312 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 184 15 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 14, 2026
Cranbrook Wealth Management, LLC History No change 174 14 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 175 14 0.01% 0.01% 1315 0 0.0% Q2 2026 Aug 14, 2026
STEPH & CO History No change 177 13 0.0% 0.0% 1316 0 0.0% Q3 2026 Oct 07, 2026
WOLFF WIESE MAGANA LLC History No change 153 12 0.01% 0.01% 1317 0 0.0% Q2 2026 Jul 13, 2026
Parkside Financial Bank & Trust History No change 136 11 0.0% 0.0% 1318 0 0.0% Q2 2026 Sep 04, 2026
Strategic Wealth Advisors LLC History No change 138 11 0.01% 0.01% 1319 0 0.0% Q2 2026 Aug 07, 2026
Owl Creek Wealth Partners LLC History No change 136 11 0.0% 0.0% 1320 0 0.0% Q2 2026 Jul 20, 2026
Center for Financial Planning, Inc. History No change 132 10 0.0% 0.0% 1321 0 0.0% Q2 2026 Jul 21, 2026
Lodestone Wealth Management LLC History No change 130 10 0.0% 0.0% 1322 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 129 10 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Wealth Management, LLC History No change 123 10 0.0% 0.0% 1324 0 0.0% Q2 2026 Jul 30, 2026
Aventura Private Wealth, LLC History No change 115 9 0.0% 0.0% 1325 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 100 8 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 24, 2026
Darwin Wealth Management, LLC History No change 107 8 0.0% 0.0% 1327 0 0.0% Q2 2026 Jul 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 108 8 0.0% 0.0% 1328 0 0.0% Q2 2026 Aug 27, 2026
SJS Investment Consulting Inc. History No change 97 8 0.0% 0.0% 1329 0 0.0% Q2 2026 Jul 22, 2026
1620 INVESTMENT ADVISORS, INC. History No change 100 8 0.0% 0.0% 1330 0 0.0% Q2 2026 Jul 14, 2026
Strategic Investment Solutions, Inc. /IL History No change 107 8 0.0% 0.0% 1331 0 0.0% Q2 2026 Jul 08, 2026
Trifecta Capital Advisors, LLC History No change 107 8 0.0% 0.0% 1332 0 0.0% Q2 2026 Aug 03, 2026
Cypress Capital Management LLC (WY) History No change 90 7 0.01% 0.01% 1333 0 0.0% Q2 2026 Aug 06, 2026
Wilkerson Advisory Group LLC History No change 88 7 0.0% 0.0% 1334 0 0.0% Q2 2026 Jul 21, 2026
KERR FINANCIAL PLANNING Corp History No change 73 6 0.01% 0.01% 1335 0 0.0% Q2 2026 Jul 02, 2026
SIMA Wealth Partners, LLC History No change 75 6 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 28, 2026
EPG Wealth Management LLC History No change 62 5 0.0% 0.0% 1337 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 74 5 0.0% 0.0% 1338 0 0.0% Q3 2026 Oct 08, 2026
USA FINANCIAL FORMULAS History No change 56 4 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 04, 2026
Olistico Wealth, LLC History New 42 3 0.0% — 1349 +42 New Q3 2026 Oct 05, 2026
Oakworth Capital, Inc. History No change 37 3 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 37 3 0.0% 0.0% 1341 0 0.0% Q2 2026 Jul 08, 2026
Russell Investments Group, Ltd. History No change 42 3 0.0% 0.0% 1342 0 0.0% Q2 2026 Aug 06, 2026
Measured Wealth Private Client Group, LLC History No change 42 3 0.0% 0.0% 1343 0 0.0% Q2 2026 Aug 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 47 3 0.0% 0.0% 1344 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 48 3 0.0% 0.0% 1345 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 38 3 0.0% 0.0% 1346 0 0.0% Q2 2026 Aug 13, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 38 3 0.0% 0.0% 1347 0 0.0% Q2 2026 Jul 24, 2026
PlanVest Financial, Inc History No change 46 3 0.0% 0.0% 1348 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 36 2 0.0% 0.0% 1350 0 0.0% Q2 2026 Jul 29, 2026
Bangor Savings Bank History No change 32 2 0.0% 0.0% 1351 0 0.0% Q3 2026 Oct 06, 2026
Eukles Asset Management History No change 28 2 0.0% 0.0% 1352 0 0.0% Q2 2026 Aug 05, 2026
Salomon & Ludwin, LLC History No change 30 2 0.0% 0.0% 1353 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 29 2 0.0% 0.0% 1354 0 0.0% Q2 2026 Aug 06, 2026
Networth Advisors, LLC History No change 36 2 0.0% 0.0% 1355 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 32 2 0.0% 0.0% 1356 0 0.0% Q2 2026 Aug 12, 2026
SYM FINANCIAL Corp History No change 15 1 0.0% 0.0% 1357 0 0.0% Q2 2026 Aug 04, 2026
PITTENGER & ANDERSON INC History No change 14 1 0.0% 0.0% 1358 0 0.0% Q2 2026 Jul 27, 2026
ALBION FINANCIAL GROUP /UT History No change 24 1 0.0% 0.0% 1359 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History No change 18 1 0.0% 0.0% 1360 0 0.0% Q2 2026 Jul 28, 2026
GS Investments, Inc. History No change 22 1 0.0% 0.0% 1361 0 0.0% Q2 2026 Aug 06, 2026
Mechanics Financial Corp History No change 17 1 0.0% 0.0% 1362 0 0.0% Q2 2026 Aug 05, 2026
NFSG Corp History No change 24 1 0.0% 0.0% 1363 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 23 1 0.0% 0.0% 1364 0 0.0% Q2 2026 Jul 31, 2026
Hara Capital LLC History No change 20 1 0.0% 0.0% 1365 0 0.0% Q2 2026 Aug 11, 2026
Paragon Capital Management Ltd History Closed out 0 0 — 0.08% — -4,906 -100.0% Q3 2026 Oct 09, 2026
Grove Bank & Trust History Closed out 0 0 — 0.03% — -3,789 -100.0% Q3 2026 Oct 08, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.02% — -3,000 -100.0% Q3 2026 Oct 08, 2026
Sunburst Financial Group, LLC History Closed out 0 0 — 0.03% — -2,553 -100.0% Q3 2026 Oct 08, 2026
BNP PARIBAS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning Group LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Align Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Meramec Financial Planners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 28, 2026