VANGUARD SCOTTSDALE FUNDS - VCSH

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 79,080,073 6,249,698 0.4% 0.4% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 23,315,686 1,842,638 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 12,908,899 1,020,190 10.19% 10.19% 3 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 11,709,337 925,388 5.04% 5.04% 4 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,215,438 649,266 0.15% 0.15% 5 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 8,051,110 636,279 0.1% 0.1% 6 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,357,167 502,406 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 13, 2026
NEPC LLC History No change 6,254,317 494,278 9.22% 9.22% 8 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,730,032 452,844 0.07% 0.07% 9 0 0.0% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 5,108,527 403,726 7.16% 7.16% 10 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,257,929 336,504 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,868,237 305,706 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 07, 2026
Sequoia Financial Advisors, LLC History No change 3,671,995 290,197 1.45% 1.45% 13 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 3,523,298 278,446 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,204,213 253,228 0.2% 0.2% 15 0 0.0% Q2 2026 Sep 09, 2026
Financial Engines Advisors L.L.C. History No change 3,017,285 238,456 0.42% 0.42% 16 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 2,972,193 234,892 2.05% 2.05% 17 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 2,937,372 232,327 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,877,812 227,433 3.32% 3.32% 19 0 0.0% Q2 2026 Jul 14, 2026
Janney Montgomery Scott LLC History No change 2,622,076 207,223 0.4% 0.4% 20 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,551,396 201,636 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 12, 2026
South Dakota Investment Council History No change 2,355,122 186,125 3.19% 3.19% 22 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 2,283,720 180,482 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 2,251,764 177,956 0.25% 0.25% 24 0 0.0% Q2 2026 Aug 27, 2026
TRUIST FINANCIAL CORP History No change 2,109,739 166,732 0.2% 0.2% 25 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 2,075,356 163,932 0.2% 0.2% 26 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,954,548 154,724 0.96% 0.96% 27 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 1,948,411 154,197 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
WestEnd Advisors, LLC History No change 1,942,950 153,551 3.42% 3.42% 29 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History Added to 1,877,636 145,047 1.02% 1.0% 30 +249,316 15.31% Q3 2026 Oct 08, 2026
STIFEL FINANCIAL CORP History No change 1,643,651 129,898 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 12, 2026
Strategic Financial Services, Inc. History No change 1,534,255 121,252 5.31% 5.31% 32 0 0.0% Q2 2026 Aug 24, 2026
Allspring Global Investments Holdings, LLC History No change 1,477,491 116,766 0.18% 0.18% 33 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 1,441,743 113,940 0.43% 0.43% 34 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,425,061 112,622 0.12% 0.12% 35 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 1,395,017 110,248 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,389,243 109,791 0.1% 0.1% 37 0 0.0% Q2 2026 Aug 12, 2026
RW Investment Management LLC History No change 1,323,784 104,618 9.18% 9.18% 38 0 0.0% Q2 2026 Aug 06, 2026
Allianz Asset Management GmbH History No change 1,307,706 103,348 0.08% 0.08% 39 0 0.0% Q2 2026 Sep 02, 2026
Oakworth Capital, Inc. History No change 1,308,576 103,204 4.91% 4.91% 40 0 0.0% Q2 2026 Jul 22, 2026
Steele Capital Management, Inc. History No change 1,295,469 102,380 3.77% 3.77% 41 0 0.0% Q2 2026 Jul 28, 2026
BARCLAYS PLC History No change 1,250,001 98,787 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,139,709 90,071 7.64% 7.64% 43 0 0.0% Q2 2026 Jul 14, 2026
BANK OF MONTREAL /CAN/ History No change 1,129,203 89,240 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 12, 2026
Busey Bank History No change 1,095,725 86,595 2.1% 2.1% 45 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,079,984 85,362 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 14, 2026
FIRST FINANCIAL BANKSHARES INC History No change 1,077,848 85,182 1.59% 1.59% 47 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Capital Advisors LLC History No change 1,059,425 83,726 5.35% 5.35% 48 0 0.0% Q2 2026 Aug 12, 2026
Hilton Capital Management, LLC History No change 1,057,913 83,606 5.69% 5.69% 49 0 0.0% Q2 2026 Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,027,085 81,170 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 1,013,991 80,135 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 987,399 78,084 3.12% 3.12% 52 0 0.0% Q2 2026 Aug 05, 2026
Rockbridge Investment Management, LCC History No change 982,481 77,645 6.31% 6.31% 53 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 952,411 75,269 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 943,988 74,603 0.25% 0.25% 55 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 916,200 72,407 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 13, 2026
Lutz Financial Services LLC History No change 901,823 71,271 4.34% 4.34% 57 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 901,572 71,251 0.35% 0.35% 58 0 0.0% Q2 2026 Jul 13, 2026
Savant Capital, LLC History No change 896,755 70,733 0.21% 0.21% 59 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 881,000 69,625 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
Quantum Financial Planning Services, Inc. History No change 866,220 68,457 21.22% 21.22% 61 0 0.0% Q2 2026 Jul 15, 2026
BENJAMIN EDWARDS INC History No change 857,672 67,781 0.62% 0.62% 62 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 853,291 67,435 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 843,105 66,630 2.47% 2.47% 64 0 0.0% Q2 2026 Jul 08, 2026
Modera Wealth Management, LLC History No change 838,602 66,274 0.71% 0.71% 65 0 0.0% Q2 2026 Aug 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 818,148 64,658 0.08% 0.08% 66 0 0.0% Q2 2026 Jul 29, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 798,921 63,138 0.04% 0.04% 67 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 795,228 62,846 0.2% 0.2% 68 0 0.0% Q2 2026 Aug 10, 2026
Resonant Capital Advisors, LLC History No change 784,392 61,990 2.96% 2.96% 69 0 0.0% Q2 2026 Jul 24, 2026
Liquid Strategies, LLC History No change 769,472 60,811 8.3% 8.3% 70 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 748,474 59,151 3.21% 3.21% 71 0 0.0% Q2 2026 Jul 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 732,069 57,855 0.26% 0.26% 72 0 0.0% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History No change 705,675 55,769 0.17% 0.17% 73 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 703,186 55,572 1.02% 1.02% 74 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 703,045 55,561 0.7% 0.7% 75 0 0.0% Q2 2026 Jul 24, 2026
RiverFront Investment Group, LLC History No change 679,419 53,694 0.71% 0.71% 76 0 0.0% Q2 2026 Jul 29, 2026
Capital Investment Services of America, Inc. History No change 675,310 53,369 5.23% 5.23% 77 0 0.0% Q2 2026 Jul 22, 2026
HighTower Advisors, LLC History No change 653,324 51,632 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 05, 2026
EP Wealth Advisors, LLC History No change 647,467 51,169 0.2% 0.2% 79 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 615,981 48,680 6.69% 6.69% 80 0 0.0% Q2 2026 Jul 22, 2026
William Mack & Associates, Inc. History No change 610,226 48,226 17.0% 17.0% 81 0 0.0% Q2 2026 Jul 10, 2026
BCK Partners, Inc. History No change 605,856 47,880 23.08% 23.08% 82 0 0.0% Q2 2026 Jul 17, 2026
Johnson Bixby & Associates, LLC History No change 596,046 47,105 5.26% 5.26% 83 0 0.0% Q2 2026 Jul 16, 2026
STEPHENS INC /AR/ History No change 583,585 46,120 0.52% 0.52% 84 0 0.0% Q2 2026 Jul 29, 2026
DMKC Advisory Services, LLC History No change 570,005 45,047 8.51% 8.51% 85 0 0.0% Q2 2026 Jul 07, 2026
Marks Wealth, LLC History No change 569,042 44,971 9.74% 9.74% 86 0 0.0% Q2 2026 Jul 29, 2026
Eaton-Cambridge Inc. History No change 554,837 43,848 12.32% 12.32% 87 0 0.0% Q2 2026 Jul 23, 2026
AMI INVESTMENT MANAGEMENT INC History No change 554,008 43,783 9.31% 9.31% 88 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 553,373 43,733 0.24% 0.24% 89 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 546,586 43,196 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 521,512 41,215 2.39% 2.39% 91 0 0.0% Q2 2026 Jul 15, 2026
Zurich Insurance Group Ltd/FI History No change 512,721 40,515 0.28% 0.28% 92 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 509,087 40,233 0.08% 0.08% 93 0 0.0% Q2 2026 Aug 07, 2026
Apella Capital, LLC History Added to 509,079 39,336 0.5% 0.39% 94 +154,645 43.63% Q3 2026 Oct 08, 2026
Sunburst Financial Group, LLC History Added to 501,101 38,710 6.13% 5.92% 95 +38,624 8.35% Q3 2026 Oct 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 488,005 38,567 0.77% 0.77% 96 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 486,211 38,425 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 05, 2026
American Money Management, LLC History No change 485,306 38,353 5.48% 5.48% 98 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 479,180 37,869 0.26% 0.26% 99 0 0.0% Q2 2026 Aug 12, 2026
Goodman Financial Corp History No change 478,256 37,796 5.84% 5.84% 100 0 0.0% Q2 2026 Jul 29, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 480,140 37,748 7.68% 7.68% 101 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 467,983 36,984 0.12% 0.12% 102 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 463,040 36,594 0.06% 0.06% 103 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 476,517 36,499 0.06% 0.06% 104 0 0.0% Q2 2026 Jul 15, 2026
1834 INVESTMENT ADVISORS CO History No change 458,713 36,252 4.11% 4.11% 105 0 0.0% Q2 2026 Jul 30, 2026
GSA CAPITAL PARTNERS LLP History No change 456,828 36,103 2.28% 2.28% 106 0 0.0% Q2 2026 Aug 06, 2026
American Financial Advisors, LLC History No change 450,216 35,580 4.28% 4.28% 107 0 0.0% Q2 2026 Jul 14, 2026
Waverly Advisors, LLC History No change 442,728 34,988 0.2% 0.2% 108 0 0.0% Q2 2026 Aug 14, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 447,489 34,568 9.26% 8.85% 109 -15,033 -3.25% Q3 2026 Oct 09, 2026
Quaker Wealth Management, LLC History No change 431,832 34,127 9.93% 9.93% 110 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 430,866 34,051 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 19, 2026
BlueSky Wealth Advisors, LLC History No change 427,179 33,759 3.91% 3.91% 112 0 0.0% Q2 2026 Jul 28, 2026
Fischer Financial Services, Inc. History No change 426,555 33,710 8.47% 8.47% 113 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 425,825 33,653 0.08% 0.08% 114 0 0.0% Q2 2026 Jul 27, 2026
Wolff Financial Management LLC History No change 421,619 33,320 6.64% 6.64% 115 0 0.0% Q2 2026 Jul 16, 2026
Neuberger Berman Group LLC History No change 419,416 33,146 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 13, 2026
Scott Capital Advisors, LLC History No change 418,555 33,078 5.18% 5.18% 117 0 0.0% Q2 2026 Jul 10, 2026
Rothschild Wealth LLC History No change 418,175 33,048 2.64% 2.64% 118 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 415,721 32,854 0.14% 0.14% 119 0 0.0% Q2 2026 Aug 11, 2026
Certified Advisory Corp History No change 411,962 32,557 2.63% 2.63% 120 0 0.0% Q2 2026 Jul 16, 2026
Mesirow Financial Investment Management, Inc. History No change 404,069 31,933 0.5% 0.5% 121 0 0.0% Q2 2026 Jul 22, 2026
FIDELIS iM, LLC History No change 399,593 31,579 10.77% 10.77% 122 0 0.0% Q2 2026 Jul 22, 2026
Adaptive Financial Consulting, LLC History No change 398,171 31,467 11.02% 11.02% 123 0 0.0% Q2 2026 Aug 07, 2026
ALBION FINANCIAL GROUP /UT History No change 397,569 31,419 1.82% 1.82% 124 0 0.0% Q2 2026 Jul 22, 2026
HOWE & RUSLING INC History No change 397,192 31,390 1.82% 1.82% 125 0 0.0% Q2 2026 Aug 10, 2026
Zhang Financial LLC History No change 396,363 31,324 0.91% 0.91% 126 0 0.0% Q2 2026 Jul 30, 2026
Mirae Asset Global Investments Co., Ltd. History No change 394,066 31,143 0.05% 0.05% 127 0 0.0% Q2 2026 Jul 22, 2026
White Lighthouse Investment Management Inc. History No change 390,825 30,886 3.85% 3.85% 128 0 0.0% Q2 2026 Aug 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 393,600 30,405 4.33% 3.34% 129 +96,346 32.41% Q3 2026 Oct 08, 2026
Allen Investment Management, LLC History No change 381,615 30,159 0.36% 0.36% 130 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 373,746 29,537 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 366,668 28,977 1.67% 1.67% 132 0 0.0% Q2 2026 Jul 29, 2026
Howard Capital Management Group, LLC History No change 356,395 28,165 1.72% 1.72% 133 0 0.0% Q2 2026 Jul 16, 2026
Hardy Reed LLC History No change 355,131 28,066 1.8% 1.8% 134 0 0.0% Q2 2026 Aug 03, 2026
SouthState Bank Corp History No change 352,248 27,838 1.16% 1.16% 135 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 343,297 27,137 0.11% 0.11% 136 0 0.0% Q2 2026 Aug 14, 2026
McCarthy Asset Management, Inc. History No change 341,630 26,999 12.8% 12.8% 137 0 0.0% Q2 2026 Aug 10, 2026
Bath Savings Trust Co History Added to 347,014 26,806 2.78% 2.79% 138 +6,406 1.88% Q3 2026 Oct 07, 2026
Towneley Capital Management, Inc / DE History Added to 337,464 26,069 5.17% 5.18% 139 +3,644 1.09% Q3 2026 Oct 09, 2026
Davidson Capital Management Inc. History No change 329,483 26,039 4.17% 4.17% 140 0 0.0% Q2 2026 Jul 28, 2026
Coyle Financial Counsel LLC History No change 329,479 26,038 4.75% 4.75% 141 0 0.0% Q2 2026 Aug 07, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 325,334 25,711 4.04% 4.04% 142 0 0.0% Q2 2026 Jul 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 324,911 25,678 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 14, 2026
Rodgers & Associates, LTD History No change 324,430 25,639 2.33% 2.33% 144 0 0.0% Q2 2026 Jul 21, 2026
Beacon Pointe Advisors, LLC History No change 320,622 25,338 0.12% 0.12% 145 0 0.0% Q2 2026 Aug 18, 2026
Wescott Financial Advisory Group, LLC History No change 318,076 25,137 1.95% 1.95% 146 0 0.0% Q2 2026 Aug 04, 2026
BANK OF NOVA SCOTIA History No change 315,425 25,130 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 317,815 25,116 0.3% 0.3% 148 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 317,532 25,094 0.28% 0.28% 149 0 0.0% Q2 2026 Jul 28, 2026
PECAUT & CO. History No change 316,064 24,978 7.61% 7.61% 150 0 0.0% Q2 2026 Aug 03, 2026
Greenspring Advisors, LLC History No change 310,515 24,539 1.36% 1.36% 151 0 0.0% Q2 2026 Aug 11, 2026
Baskin Financial Services Inc. History No change 310,385 24,530 1.93% 1.93% 152 0 0.0% Q2 2026 Jul 13, 2026
Northwest Quadrant Wealth Management, LLC History No change 310,028 24,501 4.54% 4.54% 153 0 0.0% Q2 2026 Aug 13, 2026
DAGCO, INC. History No change 308,979 24,418 4.51% 4.51% 154 0 0.0% Q2 2026 Jul 10, 2026
KWMG, LLC History Added to 313,400 24,210 1.74% 1.66% 155 +22,419 7.7% Q3 2026 Oct 07, 2026
JBGlobal.com LLC History No change 304,996 24,103 21.08% 21.08% 156 0 0.0% Q2 2026 Jul 06, 2026
ShankerValleau Wealth Advisors, Inc. History No change 304,502 24,064 6.34% 6.34% 157 0 0.0% Q2 2026 Jul 09, 2026
Beacon Financial Strategies CORP History No change 302,407 23,899 11.88% 11.88% 158 0 0.0% Q2 2026 Jul 08, 2026
Unison Advisors LLC History No change 300,763 23,769 1.66% 1.66% 159 0 0.0% Q2 2026 Jul 22, 2026
WESCAP Management Group, Inc. History No change 296,265 23,413 4.37% 4.37% 160 0 0.0% Q2 2026 Aug 11, 2026
Bear Mountain Capital, Inc. History No change 294,695 23,163 6.71% 6.71% 161 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 291,028 22,999 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 289,724 22,896 0.26% 0.26% 163 0 0.0% Q2 2026 Aug 10, 2026
WBH ADVISORY INC History No change 285,697 22,578 1.52% 1.52% 164 0 0.0% Q2 2026 Aug 05, 2026
Hiley Hunt Wealth Management History Added to 291,906 22,549 8.76% 8.56% 165 +17,855 6.52% Q3 2026 Oct 08, 2026
Firestone Capital Management History No change 284,093 22,451 4.18% 4.18% 166 0 0.0% Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History No change 282,109 22,295 0.24% 0.24% 167 0 0.0% Q2 2026 Aug 06, 2026
AA Financial Advisors, LLC History No change 282,053 22,290 2.68% 2.68% 168 0 0.0% Q2 2026 Jul 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 281,825 22,272 1.33% 1.33% 169 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Financial Services LLC History No change 281,539 22,249 1.06% 1.06% 170 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 281,160 22,220 1.06% 1.06% 171 0 0.0% Q2 2026 Jul 28, 2026
Rialto Wealth Management, LLC History No change 278,295 21,993 4.35% 4.35% 172 0 0.0% Q2 2026 Aug 11, 2026
Tandem Wealth Advisors LLC History No change 278,252 21,990 8.75% 8.75% 173 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 277,158 21,903 5.82% 5.82% 174 0 0.0% Q2 2026 Jul 22, 2026
Valeo Financial Advisors, LLC History Reduced 283,265 21,882 0.46% 0.88% 175 -299,388 -51.38% Q3 2026 Oct 08, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 276,264 21,833 7.79% 7.79% 176 0 0.0% Q2 2026 Aug 07, 2026
AAFMAA Wealth Management & Trust LLC History No change 272,006 21,496 7.5% 7.5% 177 0 0.0% Q2 2026 Jul 08, 2026
PITTENGER & ANDERSON INC History No change 270,832 21,403 0.77% 0.77% 178 0 0.0% Q2 2026 Jul 27, 2026
Longview Financial Advisors LLC History No change 270,145 21,349 10.55% 10.55% 179 0 0.0% Q2 2026 Jul 14, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 263,245 20,804 3.28% 3.28% 180 0 0.0% Q2 2026 Aug 06, 2026
Factor Wealth Management LTD History Reduced 265,466 20,507 3.14% 3.48% 181 -25,590 -8.79% Q3 2026 Oct 08, 2026
Compass Advisory Group LLC History No change 255,805 20,216 4.8% 4.8% 182 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 254,385 20,104 6.44% 6.44% 183 0 0.0% Q2 2026 Jul 17, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 259,160 20,020 1.87% 2.23% 184 -42,607 -14.12% Q3 2026 Oct 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 251,560 19,880 0.48% 0.48% 185 0 0.0% Q2 2026 Jul 20, 2026
Wealthspire Retirement, LLC History No change 249,464 19,715 1.08% 1.08% 186 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 248,420 19,632 0.56% 0.56% 187 0 0.0% Q2 2026 Jul 07, 2026
Integrity Advisory Solutions, LLC History No change 248,062 19,604 2.02% 2.02% 188 0 0.0% Q2 2026 Jul 31, 2026
Foundation Wealth Management, LLC\PA History No change 247,930 19,593 5.91% 5.91% 189 0 0.0% Q2 2026 Jul 21, 2026
Paulson Wealth Management Inc. History No change 244,887 19,353 4.11% 4.11% 190 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL TRUST CO History No change 244,041 19,286 0.65% 0.65% 191 0 0.0% Q2 2026 Jul 30, 2026
Matrix Trust Co History Added to 246,595 19,049 2.77% 2.8% 192 +1,990 0.81% Q3 2026 Oct 07, 2026
NewEdge Advisors, LLC History No change 238,784 18,871 0.06% 0.06% 193 0 0.0% Q2 2026 Aug 12, 2026
E&R Wealth Management, LLC History No change 233,820 18,478 15.68% 15.68% 194 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 231,725 18,313 0.25% 0.25% 195 0 0.0% Q2 2026 Aug 12, 2026
Mason & Associates Inc History No change 231,559 18,300 2.96% 2.96% 196 0 0.0% Q2 2026 Jul 23, 2026
Modern Wealth Management, LLC History No change 230,631 18,226 0.22% 0.22% 197 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 229,000 18,097 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 13, 2026
TL Private Wealth History No change 228,711 17,992 6.6% 6.6% 199 0 0.0% Q2 2026 Jul 08, 2026
Hassell Wealth Management, LLC History No change 227,681 17,897 5.49% 5.49% 200 0 0.0% Q2 2026 Jul 13, 2026
Grey Fox Wealth Advisors, LLC History No change 224,926 17,775 2.79% 2.79% 201 0 0.0% Q2 2026 Jul 17, 2026
Whelan Financial History No change 224,808 17,766 4.84% 4.84% 202 0 0.0% Q2 2026 Jul 24, 2026
Essex LLC History No change 224,668 17,755 2.7% 2.7% 203 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 224,230 17,721 0.26% 0.26% 204 0 0.0% Q2 2026 Jul 15, 2026
Stone Summit Wealth LLC History No change 223,282 17,645 4.48% 4.48% 205 0 0.0% Q2 2026 Jul 23, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 227,770 17,595 0.46% 0.48% 206 -8,023 -3.4% Q3 2026 Oct 05, 2026
Beacon Capital Management, Inc. History No change 221,769 17,526 1.06% 1.06% 207 0 0.0% Q2 2026 Aug 13, 2026
Florida Trust Wealth Management Co History No change 221,719 17,522 0.44% 0.44% 208 0 0.0% Q2 2026 Jul 27, 2026
Coppell Advisory Solutions LLC History No change 22,860 17,315 1.43% 1.43% 209 0 0.0% Q2 2026 Aug 14, 2026
STALEY CAPITAL ADVISERS INC History No change 215,911 17,063 0.66% 0.66% 210 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 214,801 16,975 0.07% 0.07% 211 0 0.0% Q2 2026 Aug 10, 2026
Lighthouse Financial LLC History No change 213,414 16,866 8.74% 8.74% 212 0 0.0% Q2 2026 Aug 13, 2026
Northwest Bancshares, Inc. History No change 213,127 16,843 3.03% 3.03% 213 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Wealth Management, LLC. History No change 212,762 16,814 3.73% 3.73% 214 0 0.0% Q2 2026 Jul 30, 2026
PATTEN & PATTEN INC/TN History No change 212,608 16,802 0.89% 0.89% 215 0 0.0% Q2 2026 Aug 05, 2026
Wealth Management Nebraska History No change 211,733 16,733 1.49% 1.49% 216 0 0.0% Q2 2026 Jul 27, 2026
Fisher Asset Management, LLC History No change 211,406 16,707 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 04, 2026
iA Global Asset Management Inc. History No change 206,271 16,302 0.19% 0.19% 218 0 0.0% Q2 2026 Jul 29, 2026
Curbstone Financial Management Corp History No change 205,960 16,277 2.77% 2.77% 219 0 0.0% Q2 2026 Jul 14, 2026
Forbes Financial Planning, Inc. History No change 202,765 16,024 8.6% 8.6% 220 0 0.0% Q2 2026 Jul 23, 2026
Twele Capital Management, Inc. History No change 200,399 15,837 2.59% 2.59% 221 0 0.0% Q2 2026 Jul 14, 2026
BLAIR WILLIAM & CO/IL History No change 198,546 15,691 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 11, 2026
Asio Capital, LLC History No change 197,193 15,584 2.0% 2.0% 223 0 0.0% Q2 2026 Jul 17, 2026
Stordahl Capital Management, Inc. History No change 196,535 15,532 2.84% 2.84% 224 0 0.0% Q2 2026 Jul 14, 2026
Seaside Wealth Management, Inc. History No change 195,687 15,465 3.82% 3.82% 225 0 0.0% Q2 2026 Aug 05, 2026
Cordant, Inc. History No change 194,854 15,399 5.55% 5.55% 226 0 0.0% Q2 2026 Jul 14, 2026
Mustard Seed Financial, LLC History No change 194,272 15,353 7.98% 7.98% 227 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 193,610 15,300 0.13% 0.13% 228 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 191,355 15,122 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 07, 2026
HTG Investment Advisors, Inc. History No change 190,727 15,073 3.86% 3.86% 230 0 0.0% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History No change 190,573 15,061 0.24% 0.24% 231 0 0.0% Q2 2026 Jul 15, 2026
Legacy Edge Advisors, LLC History No change 188,507 14,897 1.37% 1.37% 232 0 0.0% Q2 2026 Aug 11, 2026
Level Financial Advisors History No change 188,449 14,893 3.33% 3.33% 233 0 0.0% Q2 2026 Jul 15, 2026
Asset Management Group, Inc. History No change 188,379 14,887 2.18% 2.18% 234 0 0.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History No change 187,930 14,788 2.74% 2.74% 235 0 0.0% Q2 2026 Aug 05, 2026
Urban Financial Advisory Corp History No change 185,615 14,669 4.04% 4.04% 236 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investment Services, LLC History No change 184,930 14,615 4.07% 4.07% 237 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 183,608 14,554 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Twin Cities Retirement Group LLC History No change 183,578 14,508 12.42% 12.42% 239 0 0.0% Q2 2026 Jul 07, 2026
International City Management Association Retirement Corp History No change 181,600 14,351 6.24% 6.24% 240 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 181,238 14,323 0.05% 0.05% 241 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 181,022 14,306 0.45% 0.45% 242 0 0.0% Q2 2026 Aug 11, 2026
Hobart Private Capital, LLC History No change 180,949 14,300 2.45% 2.45% 243 0 0.0% Q2 2026 Jul 06, 2026
Gradient Capital Advisors, LLC History No change 180,069 14,230 3.3% 3.3% 244 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 179,839 14,212 0.13% 0.13% 245 0 0.0% Q2 2026 Aug 06, 2026
SAGE RHINO CAPITAL LLC History No change 179,765 14,206 2.3% 2.3% 246 0 0.0% Q2 2026 Aug 03, 2026
Capital Group Private Client Services, Inc. History No change 178,161 14,080 0.2% 0.2% 247 0 0.0% Q2 2026 Aug 12, 2026
Rakuten Investment Management, Inc. History No change 176,359 13,957 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 17, 2026
TRB Wealth Management, LLC History No change 176,478 13,947 1.86% 1.86% 249 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 175,901 13,901 0.49% 0.49% 250 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 173,166 13,685 0.72% 0.72% 251 0 0.0% Q2 2026 Aug 14, 2026
VAN STRUM & TOWNE INC. History No change 172,894 13,663 3.73% 3.73% 252 0 0.0% Q2 2026 Jul 31, 2026
TAGStone Capital, Inc. History No change 172,144 13,604 4.32% 4.32% 253 0 0.0% Q2 2026 Aug 11, 2026
FIRST AMERICAN TRUST, FSB History No change 170,970 13,511 0.81% 0.81% 254 0 0.0% Q2 2026 Aug 10, 2026
Platt Investment Counsel, LLC History Added to 174,010 13,442 9.25% 7.66% 255 +29,283 20.23% Q3 2026 Oct 07, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 170,023 13,436 1.08% 1.08% 256 0 0.0% Q2 2026 Aug 07, 2026
SHUFRO ROSE & CO LLC History No change 169,379 13,386 0.77% 0.77% 257 0 0.0% Q2 2026 Aug 12, 2026
Union Bancaire Privee, UBP SA History No change 168,665 13,348 0.15% 0.15% 258 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History Reduced 170,927 13,204 1.31% 1.39% 259 -6,607 -3.72% Q3 2026 Oct 08, 2026
Pointe Capital Management LLC History No change 166,242 13,138 5.88% 5.88% 260 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 166,183 13,133 0.2% 0.2% 261 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 166,189 13,133 0.06% 0.06% 262 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 164,638 13,026 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 160,728 12,702 0.11% 0.11% 264 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 157,433 12,479 0.21% 0.21% 265 0 0.0% Q2 2026 Aug 13, 2026
BCS Wealth Management History No change 157,822 12,472 2.25% 2.25% 266 0 0.0% Q2 2026 Jul 16, 2026
Hilltop Partners LLC History No change 157,574 12,453 3.02% 3.02% 267 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE CAPITAL LLC History No change 156,657 12,380 7.07% 7.07% 268 0 0.0% Q2 2026 Jul 21, 2026
Powers Advisory Group, LLC History No change 156,133 12,339 3.87% 3.87% 269 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 155,452 12,285 0.12% 0.12% 270 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 155,000 12,243 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 153,937 12,165 0.51% 0.51% 272 0 0.0% Q2 2026 Aug 05, 2026
Chesapeake Wealth Management History No change 153,501 12,131 3.4% 3.4% 273 0 0.0% Q2 2026 Aug 13, 2026
Allied Investment Advisors, LLC History No change 153,415 12,124 1.52% 1.52% 274 0 0.0% Q2 2026 Jul 20, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 152,350 12,056 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History No change 152,491 12,051 0.85% 0.85% 276 0 0.0% Q2 2026 Jul 09, 2026
Roundview Capital LLC History No change 151,780 11,995 0.66% 0.66% 277 0 0.0% Q2 2026 Jul 30, 2026
Finhabits Advisors LLC History No change 151,248 11,953 10.05% 10.05% 278 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisory Group, Inc. History No change 150,258 11,874 5.19% 5.19% 279 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Partners, Inc. History No change 149,940 11,849 0.08% 0.08% 280 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 148,517 11,737 2.34% 2.34% 281 0 0.0% Q2 2026 Jul 22, 2026
Luminvest Wealth Management LLC History No change 147,957 11,688 2.72% 2.72% 282 0 0.0% Q2 2026 Jul 29, 2026
PRUDENTIAL FINANCIAL INC History No change 147,751 11,676 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 12, 2026
Napier Financial, LLC History No change 147,734 11,675 2.43% 2.43% 284 0 0.0% Q2 2026 Jul 31, 2026
NorthRock Partners, LLC History No change 147,697 11,672 0.17% 0.17% 285 0 0.0% Q2 2026 Aug 11, 2026
Sage Financial Management Group, Inc. History No change 146,637 11,588 3.18% 3.18% 286 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 144,077 11,386 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 07, 2026
CONDOR CAPITAL MANAGEMENT History No change 142,044 11,225 0.84% 0.84% 288 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 141,907 11,214 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 140,816 11,128 0.09% 0.09% 290 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD SECURITIES, INC. History No change 140,567 11,109 0.63% 0.63% 291 0 0.0% Q2 2026 Jul 15, 2026
Providence First Trust Co History No change 140,369 11,093 3.1% 3.1% 292 0 0.0% Q2 2026 Jul 27, 2026
Cherry Tree Wealth Management, LLC History No change 137,063 10,832 2.04% 2.04% 293 0 0.0% Q2 2026 Sep 15, 2026
Leading Edge Financial Planning LLC History No change 135,352 10,696 1.9% 1.9% 294 0 0.0% Q2 2026 Aug 06, 2026
Disciplined Investments, LLC History No change 133,040 10,514 3.4% 3.4% 295 0 0.0% Q2 2026 Aug 07, 2026
Marion Wealth Management History No change 132,681 10,485 2.13% 2.13% 296 0 0.0% Q2 2026 Jul 16, 2026
Hurlow Wealth Management Group, Inc. History No change 131,739 10,411 2.17% 2.17% 297 0 0.0% Q2 2026 Aug 05, 2026
Orion Porfolio Solutions, LLC History No change 131,624 10,402 0.08% 0.08% 298 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 131,523 10,394 3.12% 3.12% 299 0 0.0% Q2 2026 Aug 12, 2026
Addison Capital Co History No change 130,396 10,305 1.69% 1.69% 300 0 0.0% Q2 2026 Aug 04, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 130,049 10,277 1.14% 1.14% 301 0 0.0% Q2 2026 Jul 09, 2026
Bryn Mawr Trust Advisors, LLC History No change 129,847 10,261 0.45% 0.45% 302 0 0.0% Q2 2026 Aug 03, 2026
Milestone Investment Advisors LLC History No change 128,841 10,182 2.2% 2.2% 303 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 128,764 10,176 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 128,596 10,162 0.46% 0.46% 305 0 0.0% Q2 2026 Aug 04, 2026
Strategent Financial, LLC History No change 127,970 10,113 5.83% 5.83% 306 0 0.0% Q2 2026 Aug 03, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 127,791 10,099 0.56% 0.56% 307 0 0.0% Q2 2026 Aug 04, 2026
IMZ Advisory Inc History No change 127,426 10,070 3.19% 3.19% 308 0 0.0% Q2 2026 Jul 07, 2026
Sharper & Granite LLC History No change 126,280 9,979 3.09% 3.09% 309 0 0.0% Q2 2026 Jul 16, 2026
DDD Partners, LLC History No change 126,003 9,958 0.62% 0.62% 310 0 0.0% Q2 2026 Aug 05, 2026
Investments & Financial Planning, LLC History No change 125,029 9,881 4.68% 4.68% 311 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 124,882 9,869 0.0% 0.0% 312 0 0.0% Q2 2026 Sep 02, 2026
TD Waterhouse Canada Inc. History No change 125,277 9,858 0.03% 0.03% 313 0 0.0% Q2 2026 Jul 27, 2026
Edgestream Partners, L.P. History No change 124,201 9,815 0.29% 0.29% 314 0 0.0% Q2 2026 Aug 11, 2026
Oakwell Private Wealth Management, LLC History No change 122,244 9,660 1.6% 1.6% 315 0 0.0% Q2 2026 Aug 03, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 121,925 9,635 0.35% 0.35% 316 0 0.0% Q2 2026 Jul 21, 2026
Pure Financial Advisors, LLC History No change 121,158 9,575 0.12% 0.12% 317 0 0.0% Q2 2026 Aug 14, 2026
Trellis Wealth Advisors LLC History No change 121,094 9,570 3.29% 3.29% 318 0 0.0% Q2 2026 Jul 15, 2026
CVS HEALTH Corp History No change 120,000 9,483 4.21% 4.21% 319 0 0.0% Q2 2026 Aug 06, 2026
ETF Portfolio Partners, Inc. History No change 119,432 9,438 2.25% 2.25% 320 0 0.0% Q2 2026 Jul 13, 2026
Minot DeBlois Advisors LLC History No change 119,244 9,423 8.09% 8.09% 321 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 119,161 9,417 0.06% 0.06% 322 0 0.0% Q2 2026 Aug 17, 2026
Robertson Stephens Wealth Management, LLC History No change 119,110 9,413 0.23% 0.23% 323 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE MANAGEMENT GROUP INC History No change 118,862 9,393 0.25% 0.25% 324 0 0.0% Q2 2026 Jul 31, 2026
Whitegate Investment Counselors, Inc. History No change 117,752 9,305 2.65% 2.65% 325 0 0.0% Q2 2026 Aug 10, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 119,980 9,268 1.5% 1.56% 326 -1,245 -1.03% Q3 2026 Oct 08, 2026
Telos Capital Management, Inc. History No change 115,170 9,101 0.8% 0.8% 327 0 0.0% Q2 2026 Jul 22, 2026
Robinson Value Management, Ltd. History No change 113,789 8,992 4.82% 4.82% 328 0 0.0% Q2 2026 Aug 10, 2026
CWA Asset Management Group, LLC History No change 113,436 8,964 0.27% 0.27% 329 0 0.0% Q2 2026 Jul 14, 2026
Atria Investments, Inc History No change 113,413 8,963 0.09% 0.09% 330 0 0.0% Q2 2026 Jul 28, 2026
Verdence Capital Advisors LLC History No change 112,937 8,925 0.47% 0.47% 331 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 111,608 8,820 0.18% 0.18% 332 0 0.0% Q2 2026 Aug 14, 2026
WEALTHSPAN PARTNERS, LLC History No change 111,507 8,812 2.78% 2.78% 333 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 110,542 8,736 0.1% 0.1% 334 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 109,942 8,688 0.22% 0.22% 335 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 108,452 8,571 0.14% 0.14% 336 0 0.0% Q2 2026 Jul 28, 2026
SpringVest Wealth Management LLC History No change 107,860 8,524 5.36% 5.36% 337 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone National Bank & Trust Co History No change 107,495 8,458 2.86% 2.86% 338 0 0.0% Q2 2026 Jul 21, 2026
Fort Vancouver Investment Management, LLC History No change 106,961 8,453 3.95% 3.95% 339 0 0.0% Q2 2026 Jul 29, 2026
Harbour Trust & Investment Management Co History No change 106,557 8,421 0.81% 0.81% 340 0 0.0% Q2 2026 Jul 28, 2026
Montis Financial, LLC History No change 106,027 8,379 1.71% 1.71% 341 0 0.0% Q2 2026 Aug 05, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 105,496 8,337 0.16% 0.16% 342 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 105,235 8,316 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 11, 2026
Cordatus Wealth Management LLC History No change 104,163 8,231 1.81% 1.81% 344 0 0.0% Q2 2026 Jul 29, 2026
Integrity Investment Advisors, LLC History No change 103,052 8,144 3.54% 3.54% 345 0 0.0% Q2 2026 Jul 21, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 102,742 8,119 0.29% 0.29% 346 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 102,582 8,107 0.37% 0.37% 347 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST Co History No change 102,188 8,075 0.25% 0.25% 348 0 0.0% Q2 2026 Aug 03, 2026
Glenview Trust Co History No change 102,145 8,072 0.11% 0.11% 349 0 0.0% Q2 2026 Aug 18, 2026
MEITAV INVESTMENT HOUSE LTD History No change 101,804 8,037 0.05% 0.05% 350 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 101,071 7,987 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 03, 2026
Highland Investment Advisors LLC History No change 100,566 7,947 3.47% 3.47% 352 0 0.0% Q2 2026 Aug 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 100,284 7,925 1.69% 1.69% 353 0 0.0% Q2 2026 Jul 16, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 99,926 7,897 0.36% 0.36% 354 0 0.0% Q2 2026 Jul 24, 2026
Financial Plan, Inc. History No change 99,573 7,869 0.75% 0.75% 355 0 0.0% Q2 2026 Aug 14, 2026
Madison Wealth Partners, Inc History No change 98,765 7,805 0.99% 0.99% 356 0 0.0% Q2 2026 Aug 12, 2026
Balance Wealth Partners LLC History No change 98,729 7,802 2.08% 2.08% 357 0 0.0% Q2 2026 Jul 21, 2026
Curtis Advisory Group, LLC History No change 98,116 7,754 1.51% 1.51% 358 0 0.0% Q2 2026 Jul 29, 2026
Tower Research Capital LLC (TRC) History No change 97,482 7,704 0.19% 0.19% 359 0 0.0% Q2 2026 Aug 11, 2026
Rossmore Private Capital History No change 97,072 7,671 0.62% 0.62% 360 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 96,989 7,665 0.04% 0.04% 361 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Investment Partners, Inc. History No change 96,455 7,622 0.2% 0.2% 362 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 96,127 7,596 1.55% 1.55% 363 0 0.0% Q2 2026 Jul 23, 2026
FIRST HORIZON CORP History No change 96,010 7,587 0.29% 0.29% 364 0 0.0% Q2 2026 Jul 20, 2026
Cascade Wealth Advisors, Inc History No change 94,678 7,442 2.99% 2.99% 365 0 0.0% Q2 2026 Aug 10, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 93,920 7,422 1.78% 1.78% 366 0 0.0% Q2 2026 Aug 13, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 93,381 7,379 3.08% 3.08% 367 0 0.0% Q2 2026 Aug 11, 2026
Goldstone Financial Group, LLC History No change 93,305 7,373 0.67% 0.67% 368 0 0.0% Q2 2026 Aug 11, 2026
Oak Harvest Investment Services History No change 93,220 7,367 0.69% 0.69% 369 0 0.0% Q2 2026 Jul 24, 2026
Kraft, Davis & Associates, LLC History No change 93,706 7,363 1.54% 1.54% 370 0 0.0% Q2 2026 Jul 09, 2026
MGO ONE SEVEN LLC History No change 92,938 7,344 0.12% 0.12% 371 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial, LLC History No change 92,028 7,272 0.08% 0.08% 372 0 0.0% Q2 2026 Aug 12, 2026
Tempo Wealth, LLC History No change 91,669 7,244 1.07% 1.07% 373 0 0.0% Q2 2026 Jul 27, 2026
BOSTON FAMILY OFFICE LLC History No change 91,511 7,232 0.44% 0.44% 374 0 0.0% Q2 2026 Aug 12, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 91,419 7,224 2.02% 2.02% 375 0 0.0% Q2 2026 Aug 13, 2026
Montecito Bank & Trust History Added to 92,833 7,171 1.09% 1.09% 376 +477 0.52% Q3 2026 Oct 01, 2026
Bedel Financial Consulting, Inc. History No change 89,970 7,110 0.67% 0.67% 377 0 0.0% Q2 2026 Jul 29, 2026
Clarity Wealth Development LLC History No change 89,754 7,093 3.94% 3.94% 378 0 0.0% Q2 2026 Jul 27, 2026
Argent Trust Co History No change 89,582 7,079 0.2% 0.2% 379 0 0.0% Q2 2026 Aug 06, 2026
Cliffwater LLC History No change 89,515 7,074 1.76% 1.76% 380 0 0.0% Q2 2026 Aug 12, 2026
Northstar Advisory Group, LLC History No change 89,254 7,053 2.19% 2.19% 381 0 0.0% Q2 2026 Jul 14, 2026
PARK AVENUE SECURITIES LLC History No change 89,169 7,047 0.04% 0.04% 382 0 0.0% Q2 2026 Jul 20, 2026
HORAN Wealth, LLC History No change 88,597 7,001 0.88% 0.88% 383 0 0.0% Q2 2026 Aug 26, 2026
EverSource Wealth Advisors, LLC History No change 86,651 6,848 0.23% 0.23% 384 0 0.0% Q2 2026 Jul 24, 2026
McMill Wealth Management History No change 85,831 6,783 1.63% 1.63% 385 0 0.0% Q2 2026 Aug 17, 2026
Tide Cove Capital Partners LLC History No change 86,240 6,777 4.38% 4.38% 386 0 0.0% Q2 2026 Aug 07, 2026
Forum Private Client Group LLC History No change 85,693 6,772 2.02% 2.02% 387 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 85,513 6,758 0.42% 0.42% 388 0 0.0% Q2 2026 Aug 17, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 84,444 6,673 1.19% 1.19% 389 0 0.0% Q2 2026 Aug 04, 2026
Pacific Capital Wealth Advisors, Inc. History No change 83,312 6,584 0.99% 0.99% 390 0 0.0% Q2 2026 Jul 09, 2026
Equita Financial Network, Inc. History No change 83,281 6,581 1.83% 1.83% 391 0 0.0% Q2 2026 Jul 29, 2026
Virtus Family Office LLC History No change 83,128 6,569 5.19% 5.19% 392 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 82,899 6,551 0.1% 0.1% 393 0 0.0% Q2 2026 Aug 07, 2026
Forza Wealth Management, LLC History No change 82,570 6,525 2.0% 2.0% 394 0 0.0% Q2 2026 Jul 17, 2026
Phoenix Financial Ltd. History No change 82,338 6,503 0.04% 0.04% 395 0 0.0% Q2 2026 Aug 11, 2026
Conservest Capital Advisors, Inc. History No change 81,419 6,434 0.51% 0.51% 396 0 0.0% Q2 2026 Jul 22, 2026
Catalyst Capital Advisors LLC History No change 81,223 6,419 0.11% 0.11% 397 0 0.0% Q2 2026 Jul 24, 2026
GeoWealth Management, LLC History No change 81,090 6,408 0.2% 0.2% 398 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 80,868 6,391 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 10, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 79,428 6,277 1.06% 1.06% 400 0 0.0% Q2 2026 Jul 31, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 81,230 6,275 0.75% 0.74% 401 +3,280 4.21% Q3 2026 Oct 08, 2026
Belpointe Asset Management LLC History No change 79,371 6,272 0.2% 0.2% 402 0 0.0% Q2 2026 Jul 31, 2026
Perennial Advisors, LLC History No change 78,880 6,233 0.96% 0.96% 403 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 77,960 6,161 0.13% 0.13% 404 0 0.0% Q2 2026 Jul 17, 2026
Meridian Wealth Management, LLC History No change 77,783 6,147 0.19% 0.19% 405 0 0.0% Q2 2026 Aug 05, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 77,547 6,128 0.3% 0.3% 406 0 0.0% Q2 2026 Jul 28, 2026
CWS Financial Advisors, LLC History No change 77,306 6,109 1.36% 1.36% 407 0 0.0% Q2 2026 Jul 30, 2026
W.H. Cornerstone Investments Inc. History No change 76,942 6,080 3.44% 3.44% 408 0 0.0% Q2 2026 Aug 07, 2026
ARS Wealth Advisors Group, LLC History No change 76,903 6,077 0.48% 0.48% 409 0 0.0% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History No change 76,875 6,075 0.03% 0.03% 410 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 76,544 6,049 1.37% 1.37% 411 0 0.0% Q2 2026 Jul 21, 2026
Pathstone Holdings, LLC History No change 76,529 6,048 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 76,430 6,040 0.06% 0.06% 413 0 0.0% Q2 2026 Aug 03, 2026
Wealthfront Advisers LLC History No change 76,305 6,030 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 07, 2026
Sand Hill Global Advisors, LLC History No change 76,186 6,020 0.18% 0.18% 415 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 76,185 6,020 0.23% 0.23% 416 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 75,839 5,993 0.11% 0.11% 417 0 0.0% Q2 2026 Jul 20, 2026
Lauer Wealth, LLC History No change 76,105 5,981 3.59% 3.59% 418 0 0.0% Q2 2026 Jul 15, 2026
GAMMA Investing LLC History Added to 77,414 5,980 0.2% 0.06% 420 +57,481 288.37% Q3 2026 Oct 08, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 75,668 5,980 0.94% 0.94% 419 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 74,646 5,899 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 74,537 5,890 0.31% 0.31% 422 0 0.0% Q2 2026 Jul 27, 2026
Strategic Wealth Advisors LLC History No change 73,769 5,881 5.03% 5.03% 423 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 73,931 5,842 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 12, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 73,511 5,809 0.3% 0.3% 425 0 0.0% Q2 2026 Jul 20, 2026
Kure Advisory, LLC History Added to 74,784 5,777 2.67% 2.66% 426 +3,790 5.34% Q3 2026 Oct 08, 2026
Bridgelight Financial Advisors, Inc. History No change 72,905 5,761 3.95% 3.95% 427 0 0.0% Q2 2026 Jul 30, 2026
FCA CORP /TX History No change 72,628 5,739 1.41% 1.41% 428 0 0.0% Q2 2026 Aug 11, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 71,994 5,689 2.99% 2.99% 429 0 0.0% Q2 2026 Jul 29, 2026
Tidal Investments LLC History No change 71,994 5,668 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 71,619 5,660 0.71% 0.71% 431 0 0.0% Q2 2026 Jul 14, 2026
SEI INVESTMENTS CO History No change 71,521 5,652 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
Analyst IMS Investment Management Services Ltd. History No change 71,388 5,642 0.13% 0.13% 433 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 70,934 5,605 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 04, 2026
Traub Capital Management LLC History No change 70,772 5,593 4.99% 4.99% 435 0 0.0% Q2 2026 Jul 23, 2026
FIRST NATIONAL BANK OF OMAHA History No change 70,657 5,591 0.16% 0.16% 436 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 72,097 5,569 0.36% 0.39% 437 -816 -1.12% Q3 2026 Oct 08, 2026
Brucke Financial, Inc. History No change 70,177 5,546 2.46% 2.46% 438 0 0.0% Q2 2026 Jul 21, 2026
EVERETT HARRIS & CO /CA/ History No change 70,130 5,542 0.07% 0.07% 439 0 0.0% Q2 2026 Aug 03, 2026
MANNING & NAPIER ADVISORS LLC History No change 69,453 5,496 0.07% 0.07% 440 0 0.0% Q2 2026 Aug 13, 2026
Eukles Asset Management History No change 69,197 5,468 2.26% 2.26% 441 0 0.0% Q2 2026 Aug 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 69,153 5,465 0.29% 0.29% 442 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 68,931 5,435 0.05% 0.05% 443 0 0.0% Q2 2026 Jul 27, 2026
BIP Wealth, LLC History No change 68,732 5,431 0.15% 0.15% 444 0 0.0% Q2 2026 Aug 03, 2026
Advisors Preferred, LLC History No change 67,687 5,333 0.83% 0.83% 445 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 67,417 5,328 0.06% 0.06% 446 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 67,359 5,323 0.05% 0.05% 447 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 67,034 5,297 0.09% 0.09% 448 0 0.0% Q2 2026 Jul 23, 2026
ZACKS INVESTMENT MANAGEMENT History No change 66,894 5,286 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 13, 2026
Climber Capital SA History No change 88,537 5,266 3.22% 3.22% 450 0 0.0% Q2 2026 Jul 22, 2026
Black Diamond Financial, LLC History No change 66,007 5,216 0.46% 0.46% 451 0 0.0% Q2 2026 Aug 04, 2026
Madden Advisory Services, Inc. History No change 65,868 5,205 1.87% 1.87% 452 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 65,776 5,198 0.04% 0.04% 453 0 0.0% Q2 2026 Jul 23, 2026
Gladwyn Financial Advisors, Inc. History Added to 67,226 5,193 3.32% 3.24% 454 +1,688 2.58% Q3 2026 Oct 05, 2026
Guardian Wealth Management, Inc. History No change 65,551 5,180 2.55% 2.55% 455 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Group, LLC/CA History No change 65,538 5,179 0.72% 0.72% 456 0 0.0% Q2 2026 Aug 13, 2026
SPROTT INC. History No change 65,400 5,168 0.16% 0.16% 457 0 0.0% Q2 2026 Jul 28, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 65,299 5,160 0.15% 0.15% 458 0 0.0% Q2 2026 Aug 05, 2026
Savvy Advisors, Inc. History No change 64,899 5,128 0.11% 0.11% 459 0 0.0% Q2 2026 Aug 03, 2026
HM PAYSON & CO History No change 64,772 5,118 0.07% 0.07% 460 0 0.0% Q2 2026 Jul 17, 2026
LFA - Lugano Financial Advisors SA History No change 66,137 5,116 3.08% 3.08% 461 0 0.0% Q2 2026 Jul 28, 2026
Rezny Wealth Management, Inc. History No change 64,681 5,111 0.88% 0.88% 462 0 0.0% Q2 2026 Jul 17, 2026
Arcataur Capital Management LLC History No change 64,323 5,083 1.26% 1.26% 463 0 0.0% Q2 2026 Jul 23, 2026
Sightline Wealth Advisors, LLC History No change 63,665 5,031 1.84% 1.84% 464 0 0.0% Q2 2026 Jul 22, 2026
ADVISORY RESEARCH INC History No change 63,544 5,021 0.5% 0.5% 465 0 0.0% Q2 2026 Aug 13, 2026
Riverview Capital Advisers, LLC History No change 63,510 5,019 1.44% 1.44% 466 0 0.0% Q2 2026 Aug 13, 2026
Massachusetts Wealth Management History No change 62,951 4,975 1.9% 1.9% 467 0 0.0% Q2 2026 Aug 03, 2026
Daiwa Securities Group Inc. History No change 62,830 4,965 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 31, 2026
SSA SWISS ADVISORS AG History No change 62,528 4,941 1.85% 1.85% 469 0 0.0% Q2 2026 Aug 05, 2026
BLUELINE ADVISORS LLC History No change 62,419 4,932 3.42% 3.42% 470 0 0.0% Q2 2026 Jul 27, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 62,328 4,925 0.03% 0.03% 471 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 62,317 4,924 0.09% 0.09% 472 0 0.0% Q2 2026 Aug 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 62,108 4,908 0.6% 0.6% 473 0 0.0% Q2 2026 Aug 13, 2026
Sterling Financial Planning, Inc. History No change 61,984 4,898 1.33% 1.33% 474 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 61,838 4,887 0.19% 0.19% 475 0 0.0% Q2 2026 Aug 13, 2026
CWC Advisors, LLC. History No change 61,693 4,875 2.16% 2.16% 476 0 0.0% Q2 2026 Jul 21, 2026
Shotwell Rutter Baer Inc History No change 61,567 4,865 2.67% 2.67% 477 0 0.0% Q2 2026 Jul 21, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 61,240 4,839 0.44% 0.44% 478 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 61,177 4,834 0.02% 0.02% 479 0 0.0% Q2 2026 Jul 23, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 60,964 4,817 1.94% 1.94% 480 0 0.0% Q2 2026 Aug 06, 2026
Copper Harbor Investment Advisors, LLC History No change 60,863 4,810 1.02% 1.02% 481 0 0.0% Q2 2026 Jul 23, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 60,593 4,788 0.34% 0.34% 482 0 0.0% Q2 2026 Aug 07, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 60,505 4,782 0.2% 0.2% 483 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 60,300 4,765 0.4% 0.4% 484 0 0.0% Q2 2026 Aug 14, 2026
Bellecapital International Ltd. History No change 60,226 4,759 0.76% 0.76% 485 0 0.0% Q2 2026 Jul 22, 2026
SIMON QUICK ADVISORS, LLC History No change 59,475 4,700 0.19% 0.19% 486 0 0.0% Q2 2026 Jul 28, 2026
Invesco Ltd. History No change 59,374 4,692 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 59,251 4,682 0.36% 0.36% 488 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 58,990 4,661 0.09% 0.09% 489 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 58,733 4,641 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 10, 2026
CALTON & ASSOCIATES, INC. History No change 58,103 4,591 0.67% 0.67% 491 0 0.0% Q2 2026 Aug 10, 2026
Patten Group, Inc. History No change 57,781 4,566 0.71% 0.71% 492 0 0.0% Q2 2026 Aug 06, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 57,769 4,565 1.17% 1.17% 493 0 0.0% Q2 2026 Jul 15, 2026
Saranac Partners Ltd History No change 56,840 4,492 1.31% 1.31% 494 0 0.0% Q2 2026 Aug 13, 2026
Florin Court Capital LLP History No change 56,504 4,465 7.3% 7.3% 495 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 55,726 4,403 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 20, 2026
ARROW FINANCIAL CORP History No change 55,641 4,397 0.39% 0.39% 497 0 0.0% Q2 2026 Jul 31, 2026
CHRISTINE MESSMER PC History No change 55,273 4,368 2.46% 2.46% 498 0 0.0% Q2 2026 Jul 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 55,207 4,363 1.11% 1.11% 499 0 0.0% Q2 2026 Jul 24, 2026
Marietta Wealth Management, LLC History No change 55,161 4,359 0.45% 0.45% 500 0 0.0% Q2 2026 Aug 03, 2026
PFG Investments, LLC History No change 55,077 4,352 0.17% 0.17% 501 0 0.0% Q2 2026 Jul 23, 2026
Envestnet Portfolio Solutions, Inc. History No change 54,982 4,345 0.02% 0.02% 502 0 0.0% Q2 2026 Sep 23, 2026
Ashton Thomas Private Wealth, LLC History No change 54,987 4,345 0.09% 0.09% 503 0 0.0% Q2 2026 Jul 29, 2026
truNorth Financial Services, Inc. History No change 54,977 4,344 3.89% 3.89% 504 0 0.0% Q2 2026 Jul 30, 2026
Stirlingshire Investments, Inc. History No change 54,228 4,285 3.18% 3.18% 505 0 0.0% Q2 2026 Jul 31, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 54,099 4,275 2.56% 2.56% 506 0 0.0% Q2 2026 Aug 05, 2026
Good Steward Wealth Advisors,LLC History No change 53,660 4,240 2.56% 2.56% 507 0 0.0% Q2 2026 Aug 03, 2026
Chandler Asset Management, Inc. History No change 53,640 4,239 0.6% 0.6% 508 0 0.0% Q2 2026 Aug 07, 2026
Planning Strategies Inc. History Added to 54,614 4,218 2.5% 2.66% 509 +711 1.32% Q3 2026 Oct 02, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 53,369 4,216 0.43% 0.43% 510 0 0.0% Q2 2026 Aug 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 54,559 4,214 1.08% 1.1% 511 +887 1.65% Q3 2026 Oct 06, 2026
MARINER INVESTMENT GROUP LLC History No change 53,317 4,213 0.91% 0.91% 512 0 0.0% Q2 2026 Jul 24, 2026
Pekin Hardy Strauss, Inc. History No change 52,638 4,159 0.37% 0.37% 513 0 0.0% Q2 2026 Jul 30, 2026
CreativeOne Wealth, LLC History No change 52,600 4,156 0.09% 0.09% 514 0 0.0% Q2 2026 Aug 13, 2026
NavPoint Financial, Inc. History No change 52,490 4,148 1.54% 1.54% 515 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 52,410 4,141 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 13, 2026
MIDDLETON & CO INC/MA History No change 52,401 4,141 0.44% 0.44% 517 0 0.0% Q2 2026 Aug 10, 2026
Connecticut Wealth Management, LLC History No change 52,253 4,129 0.15% 0.15% 518 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 52,225 4,127 0.06% 0.06% 519 0 0.0% Q2 2026 Aug 06, 2026
J.Safra Asset Management Corp History No change 52,105 4,117 0.19% 0.19% 520 0 0.0% Q2 2026 Aug 06, 2026
Cloud Capital Management, LLC History No change 52,093 4,116 1.5% 1.5% 521 0 0.0% Q2 2026 Aug 13, 2026
Warwick Investment Management, Inc. History No change 51,725 4,087 0.46% 0.46% 522 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY ADVISORS, INC. History No change 51,464 4,067 2.74% 2.74% 523 0 0.0% Q2 2026 Jul 24, 2026
Bull Street Advisors, LLC History No change 50,487 3,987 1.82% 1.82% 524 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 50,283 3,973 0.3% 0.3% 525 0 0.0% Q2 2026 Sep 15, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 50,244 3,970 0.2% 0.2% 526 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisors, LLC History No change 50,219 3,968 0.55% 0.55% 527 0 0.0% Q2 2026 Jul 22, 2026
B. Riley Wealth Advisors, Inc. History No change 50,041 3,960 0.21% 0.21% 528 0 0.0% Q2 2026 Jul 14, 2026
Thomasville National Bank History No change 49,501 3,912 0.21% 0.21% 529 0 0.0% Q2 2026 Jul 20, 2026
JNBA Financial Advisors History No change 48,901 3,864 0.29% 0.29% 530 0 0.0% Q2 2026 Jul 23, 2026
Wood Tarver Financial Group, LLC History No change 48,719 3,850 0.91% 0.91% 531 0 0.0% Q2 2026 Aug 13, 2026
Farrell Financial LLC History No change 48,709 3,849 2.08% 2.08% 532 0 0.0% Q2 2026 Jul 10, 2026
Ankerstar Wealth, LLC History No change 48,347 3,820 3.2% 3.2% 533 0 0.0% Q2 2026 Aug 13, 2026
Redhawk Wealth Advisors, Inc. History No change 48,298 3,816 0.38% 0.38% 534 0 0.0% Q2 2026 Jul 09, 2026
Galvin, Gaustad & Stein, LLC History Reduced 49,194 3,800 0.29% 0.3% 535 -1,932 -3.78% Q3 2026 Oct 08, 2026
PLANNING DIRECTIONS INC History No change 48,059 3,798 1.76% 1.76% 536 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 47,709 3,770 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 47,487 3,752 0.2% 0.2% 538 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 47,338 3,741 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 47,010 3,715 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 14, 2026
Hegarty Advisors, LLC History No change 46,810 3,699 2.55% 2.55% 541 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 46,796 3,698 0.47% 0.47% 542 0 0.0% Q2 2026 Jul 27, 2026
Guardian Asset Advisors, LLC History No change 46,778 3,696 1.7% 1.7% 543 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 46,674 3,691 0.15% 0.15% 544 0 0.0% Q2 2026 Aug 12, 2026
Arkos Global Advisors History No change 46,688 3,690 0.44% 0.44% 545 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 46,657 3,687 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 12, 2026
Focus Financial Network, Inc. History No change 46,539 3,677 0.11% 0.11% 547 0 0.0% Q2 2026 Jul 09, 2026
TriaGen Wealth Management LLC History No change 46,328 3,661 0.92% 0.92% 548 0 0.0% Q2 2026 Jul 21, 2026
VICUS CAPITAL History No change 46,186 3,650 0.24% 0.24% 549 0 0.0% Q2 2026 Aug 05, 2026
Windward Private Wealth Management Inc. History No change 45,406 3,588 1.15% 1.15% 550 0 0.0% Q2 2026 Aug 04, 2026
Alesco Advisors, LLC, An ESL Co History No change 45,356 3,584 0.08% 0.08% 551 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 44,765 3,537 0.72% 0.72% 552 0 0.0% Q2 2026 Jul 17, 2026
Intrua Financial, LLC History No change 44,632 3,527 0.32% 0.32% 553 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 44,632 3,527 1.1% 1.1% 554 0 0.0% Q2 2026 Jul 30, 2026
Walkner Condon Financial Advisors LLC History No change 44,597 3,522 0.4% 0.4% 555 0 0.0% Q2 2026 Jul 27, 2026
CULBERTSON A N & CO INC History No change 44,268 3,498 0.41% 0.41% 556 0 0.0% Q2 2026 Jul 29, 2026
Topel & Distasi Wealth Management, LLC History No change 44,122 3,486 1.68% 1.68% 557 0 0.0% Q2 2026 Aug 07, 2026
ALERUS FINANCIAL NA History No change 43,906 3,469 0.15% 0.15% 558 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 43,290 3,421 1.12% 1.12% 559 0 0.0% Q2 2026 Jul 27, 2026
Discipline Wealth Solutions, LLC History No change 43,103 3,406 0.3% 0.3% 560 0 0.0% Q2 2026 Jul 21, 2026
LifeWealth Investments, LLC History No change 43,079 3,404 0.91% 0.91% 561 0 0.0% Q2 2026 Jul 16, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 43,000 3,398 1.57% 1.57% 562 0 0.0% Q2 2026 Aug 13, 2026
V2 Financial group LLC History No change 42,985 3,397 1.27% 1.27% 563 0 0.0% Q2 2026 Aug 10, 2026
Avant Financial Advisors LLC History No change 42,810 3,383 2.11% 2.11% 564 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Group, LLC History No change 42,544 3,362 0.26% 0.26% 565 0 0.0% Q2 2026 Aug 10, 2026
Pacific Park Financial, Inc. History No change 41,735 3,298 1.91% 1.91% 566 0 0.0% Q2 2026 Jul 21, 2026
Capasso Planning Partners LLC History No change 41,596 3,287 1.64% 1.64% 567 0 0.0% Q2 2026 Aug 18, 2026
Capital Investment Advisors, LLC History No change 41,587 3,286 0.04% 0.04% 568 0 0.0% Q2 2026 Aug 06, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 41,456 3,276 0.5% 0.5% 569 0 0.0% Q2 2026 Jul 22, 2026
MMA ASSET MANAGEMENT LLC History No change 41,232 3,258 1.04% 1.04% 570 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Partners, LTD. History No change 41,197 3,255 0.03% 0.03% 571 0 0.0% Q2 2026 Aug 11, 2026
Rockwood Wealth Management, LLC History No change 41,149 3,252 0.21% 0.21% 572 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 41,082 3,245 0.65% 0.65% 573 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 41,212 3,242 0.19% 0.19% 574 0 0.0% Q2 2026 Jul 22, 2026
Cedar Point Capital Partners, LLC History No change 40,873 3,230 1.86% 1.86% 575 0 0.0% Q2 2026 Jul 27, 2026
WESBANCO BANK INC History No change 40,691 3,215 0.08% 0.08% 576 0 0.0% Q2 2026 Jul 28, 2026
49 WEALTH MANAGEMENT, LLC History No change 40,660 3,213 0.61% 0.61% 577 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 40,660 3,213 0.61% 0.61% 578 0 0.0% Q2 2026 Aug 14, 2026
Insight Inv LLC History No change 40,400 3,192 1.5% 1.5% 579 0 0.0% Q2 2026 Jul 23, 2026
COURIER CAPITAL LLC History No change 40,244 3,180 0.16% 0.16% 580 0 0.0% Q2 2026 Jul 16, 2026
WEIK CAPITAL MANAGEMENT History No change 40,002 3,161 1.21% 1.21% 581 0 0.0% Q2 2026 Aug 12, 2026
Greenline Partners, LLC History No change 39,871 3,151 0.32% 0.32% 582 0 0.0% Q2 2026 Aug 14, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 39,777 3,143 0.97% 0.97% 583 0 0.0% Q2 2026 Jul 21, 2026
EQUITY INVESTMENT CORP History No change 39,271 3,103 0.06% 0.06% 584 0 0.0% Q2 2026 Aug 07, 2026
MidAtlantic Capital Management, Inc. History No change 39,220 3,099 1.93% 1.93% 585 0 0.0% Q2 2026 Aug 10, 2026
Intelligent Financial Strategies History No change 39,017 3,083 1.48% 1.48% 586 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 39,905 3,073 0.44% 0.43% 587 +2,212 5.87% Q3 2026 Oct 08, 2026
Kastel Capital Advisors, LLC History No change 38,679 3,066 1.94% 1.94% 588 0 0.0% Q2 2026 Jul 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 38,651 3,054 0.04% 0.04% 589 0 0.0% Q2 2026 Aug 06, 2026
FAGAN ASSOCIATES, INC. History No change 38,530 3,044 0.37% 0.37% 590 0 0.0% Q2 2026 Aug 04, 2026
Asset Allocation & Management Company, LLC History No change 38,470 3,040 0.99% 0.99% 591 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Planning Services, Inc. History No change 38,327 3,029 0.29% 0.29% 592 0 0.0% Q2 2026 Aug 07, 2026
SEEDS INVESTOR LLC History No change 38,042 3,006 0.31% 0.31% 593 0 0.0% Q2 2026 Aug 12, 2026
Diversified Portfolios, Inc. History No change 38,024 3,005 0.22% 0.22% 594 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 38,021 3,004 0.24% 0.24% 595 0 0.0% Q2 2026 Aug 06, 2026
Nest Investments, LLC History No change 37,919 2,996 2.28% 2.28% 596 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 37,595 2,971 0.15% 0.15% 597 0 0.0% Q2 2026 Jul 23, 2026
Agate Pass Investment Management, LLC History No change 37,570 2,969 1.09% 1.09% 598 0 0.0% Q2 2026 Jul 08, 2026
Foster Group, Inc. History No change 37,007 2,924 0.08% 0.08% 599 0 0.0% Q2 2026 Jul 07, 2026
Atlanta Consulting Group Advisors, LLC History No change 36,930 2,918 0.46% 0.46% 600 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Added to 37,689 2,911 0.08% 0.08% 601 +731 1.98% Q3 2026 Oct 08, 2026
Five Pine Wealth Management History No change 36,716 2,901 1.64% 1.64% 602 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 36,549 2,888 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 36,280 2,867 0.25% 0.25% 604 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 37,105 2,866 0.17% 0.18% 605 +139 0.38% Q3 2026 Oct 09, 2026
Modus Advisors, LLC History No change 36,173 2,858 0.71% 0.71% 606 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 36,107 2,853 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 36,100 2,853 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 07, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 36,027 2,847 2.35% 2.35% 609 0 0.0% Q2 2026 Jul 30, 2026
OLD MISSION CAPITAL LLC History No change 35,883 2,835 0.04% 0.04% 610 0 0.0% Q2 2026 Aug 14, 2026
Meridian Financial Advisors, LLC History No change 35,521 2,807 1.35% 1.35% 611 0 0.0% Q2 2026 Jul 22, 2026
GC Wealth Management RIA, LLC History No change 35,488 2,804 0.16% 0.16% 612 0 0.0% Q2 2026 Jul 16, 2026
HEADINVEST, LLC History No change 35,459 2,802 0.52% 0.52% 613 0 0.0% Q2 2026 Aug 14, 2026
Clear Retirement Advice LLC History No change 35,181 2,780 1.9% 1.9% 614 0 0.0% Q2 2026 Jul 15, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 34,673 2,740 0.09% 0.09% 615 0 0.0% Q2 2026 Aug 17, 2026
Western Wealth Management, LLC History No change 34,609 2,735 0.09% 0.09% 616 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 34,294 2,710 0.28% 0.28% 617 0 0.0% Q2 2026 Jul 24, 2026
Axos Invest Inc. History No change 34,006 2,687 1.97% 1.97% 618 0 0.0% Q2 2026 Aug 07, 2026
National Philanthropic Trust History No change 33,975 2,685 0.04% 0.04% 619 0 0.0% Q2 2026 Aug 14, 2026
4WEALTH ADVISORS, INC. History No change 33,940 2,685 2.06% 2.06% 620 0 0.0% Q2 2026 Jul 17, 2026
FIRST MANHATTAN CO. LLC. History No change 33,852 2,675 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 33,529 2,649 0.09% 0.09% 622 0 0.0% Q2 2026 Jul 30, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 33,425 2,641 1.46% 1.46% 623 0 0.0% Q2 2026 Jul 23, 2026
Exchange Bank History Added to 34,169 2,639 1.63% 1.33% 624 +7,054 26.02% Q3 2026 Oct 07, 2026
North Forty Two & Co. History No change 33,139 2,618 2.22% 2.22% 625 0 0.0% Q2 2026 Jul 24, 2026
McDonough Capital Management, Inc History No change 33,093 2,615 1.31% 1.31% 626 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 33,001 2,608 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 13, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 32,991 2,607 0.62% 0.62% 628 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 32,871 2,597 0.1% 0.1% 629 0 0.0% Q2 2026 Aug 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 32,758 2,588 0.08% 0.08% 630 0 0.0% Q2 2026 Aug 20, 2026
Evanson Financial, LLC History No change 32,603 2,576 0.13% 0.13% 631 0 0.0% Q2 2026 Jul 07, 2026
Independent Advisor Alliance History No change 32,462 2,565 0.06% 0.06% 632 0 0.0% Q2 2026 Aug 12, 2026
Hirtle & Co., LLC History No change 32,423 2,562 0.08% 0.08% 633 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 32,344 2,556 0.08% 0.08% 634 0 0.0% Q2 2026 Jul 17, 2026
Narus Financial Partners, LLC History No change 32,320 2,554 0.66% 0.66% 635 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 32,276 2,550 0.19% 0.19% 636 0 0.0% Q2 2026 Aug 03, 2026
Avior Wealth Management, LLC History No change 32,181 2,543 0.07% 0.07% 637 0 0.0% Q2 2026 Jul 07, 2026
Linscomb Wealth, Inc. History No change 32,103 2,537 0.11% 0.11% 638 0 0.0% Q2 2026 Jul 31, 2026
Sagace Wealth Management LLC History No change 32,114 2,537 1.59% 1.59% 639 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 32,031 2,531 0.07% 0.07% 640 0 0.0% Q2 2026 Aug 14, 2026
Transcendent Capital Group LLC History No change 31,796 2,512 0.98% 0.98% 641 0 0.0% Q2 2026 Aug 05, 2026
Topsail Wealth Management, LLC History No change 31,293 2,473 0.32% 0.32% 642 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 31,080 2,454 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 10, 2026
Kuhn & Co Investment Counsel History No change 30,970 2,447 1.41% 1.41% 644 0 0.0% Q2 2026 Jul 31, 2026
Arrowroot Family Office, LLC History No change 30,901 2,442 0.7% 0.7% 645 0 0.0% Q2 2026 Aug 06, 2026
Clarity Capital Advisors, LLC History No change 30,862 2,439 1.02% 1.02% 646 0 0.0% Q2 2026 Jul 13, 2026
ETF Store, Inc. History No change 30,672 2,423 2.03% 2.03% 647 0 0.0% Q2 2026 Jul 29, 2026
Ancora Advisors LLC History No change 30,449 2,406 0.05% 0.05% 648 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 30,109 2,379 0.04% 0.04% 649 0 0.0% Q2 2026 Aug 11, 2026
Titiun Yejiel History No change 30,000 2,370 2.06% 2.06% 650 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 29,800 2,355 0.03% 0.03% 651 0 0.0% Q2 2026 Aug 05, 2026
Hexagon Capital Partners LLC History No change 29,774 2,353 0.33% 0.33% 652 0 0.0% Q2 2026 Aug 06, 2026
Braun-Bostich & Associates Inc. History No change 29,642 2,342 1.31% 1.31% 653 0 0.0% Q2 2026 Jul 24, 2026
Elser Financial Planning, Inc History No change 29,497 2,331 0.1% 0.1% 654 0 0.0% Q2 2026 Jul 14, 2026
REGIONS FINANCIAL CORP History No change 29,410 2,324 0.01% 0.01% 655 0 0.0% Q2 2026 Aug 10, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 29,287 2,314 0.38% 0.38% 656 0 0.0% Q2 2026 Jul 14, 2026
Accurate Wealth Management, LLC History No change 29,362 2,308 0.22% 0.22% 657 0 0.0% Q2 2026 Jul 14, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 29,175 2,296 1.31% 1.31% 658 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 28,944 2,287 0.07% 0.07% 659 0 0.0% Q2 2026 Jul 15, 2026
CGN Advisors LLC History No change 28,914 2,285 0.17% 0.17% 660 0 0.0% Q2 2026 Jul 06, 2026
REICON WEALTH ADVISORS, LLC History No change 28,838 2,279 1.4% 1.4% 661 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 28,780 2,274 0.03% 0.03% 662 0 0.0% Q2 2026 Aug 07, 2026
Gladstone Institutional Advisory LLC History No change 28,659 2,264 0.07% 0.07% 663 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 28,615 2,261 0.02% 0.02% 664 0 0.0% Q2 2026 Aug 13, 2026
ROBERTS GLORE & CO INC /IL/ History No change 28,572 2,258 0.56% 0.56% 665 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 28,425 2,246 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 07, 2026
OpenArc Corporate Advisory, LLC History No change 28,340 2,239 0.03% 0.03% 667 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 28,175 2,226 0.11% 0.11% 668 0 0.0% Q2 2026 Jul 31, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 28,154 2,225 1.03% 1.03% 669 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 28,107 2,203 0.04% 0.04% 670 0 0.0% Q2 2026 Jul 29, 2026
Martin Capital Advisors, LLP History No change 27,800 2,197 1.15% 1.15% 671 0 0.0% Q2 2026 Jul 24, 2026
BURLING WEALTH PARTNERS, LLC History No change 27,737 2,192 0.32% 0.32% 672 0 0.0% Q2 2026 Aug 04, 2026
Blue Edge Capital, LLC History No change 27,507 2,173 0.26% 0.26% 673 0 0.0% Q2 2026 Aug 14, 2026
MMBG INVESTMENT ADVISORS CO. History No change 27,493 2,172 0.17% 0.17% 674 0 0.0% Q2 2026 Aug 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 27,342 2,160 0.06% 0.06% 675 0 0.0% Q2 2026 Aug 10, 2026
TCI Wealth Advisors, Inc. History No change 27,320 2,159 0.09% 0.09% 676 0 0.0% Q2 2026 Jul 29, 2026
Prosperity Advisers, LLC History No change 27,279 2,155 1.56% 1.56% 677 0 0.0% Q2 2026 Jul 29, 2026
PROSPERITY BANCSHARES INC History No change 27,237 2,152 1.41% 1.41% 678 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 27,201 2,149 1.72% 1.72% 679 0 0.0% Q2 2026 Aug 28, 2026
Zuckerman Investment Group, LLC History No change 27,183 2,148 0.18% 0.18% 680 0 0.0% Q2 2026 Aug 14, 2026
PW Nova Financial Services LLC History No change 27,173 2,147 0.46% 0.46% 681 0 0.0% Q2 2026 Jul 29, 2026
Long Island Wealth Management, Inc. History No change 26,960 2,130 0.88% 0.88% 682 0 0.0% Q2 2026 Aug 07, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 26,711 2,110 0.86% 0.86% 683 0 0.0% Q2 2026 Aug 04, 2026
Level Wealth Management LLC History No change 26,533 2,096 0.84% 0.84% 684 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 27,119 2,094 0.19% 0.16% 685 +2,838 11.69% Q3 2026 Oct 07, 2026
FIRST HAWAIIAN BANK History No change 26,458 2,090 0.26% 0.26% 686 0 0.0% Q2 2026 Jul 13, 2026
MACKENZIE FINANCIAL CORP History No change 26,289 2,077 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 26,213 2,071 0.04% 0.04% 688 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 26,198 2,070 0.05% 0.05% 689 0 0.0% Q2 2026 Aug 13, 2026
Keeler Thomas Management LLC History No change 26,090 2,061 0.73% 0.73% 690 0 0.0% Q2 2026 Jul 29, 2026
D.B. Root & Company, LLC History No change 26,008 2,055 0.44% 0.44% 691 0 0.0% Q2 2026 Aug 13, 2026
Valley Financial Group, Inc. History No change 25,921 2,048 1.01% 1.01% 692 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 25,851 2,043 0.44% 0.44% 693 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 25,919 2,039 0.1% 0.1% 694 0 0.0% Q2 2026 Jul 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 25,725 2,033 0.51% 0.51% 695 0 0.0% Q2 2026 Jul 24, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 25,697 2,030 1.48% 1.48% 696 0 0.0% Q2 2026 Jul 24, 2026
Alta Wealth Advisors LLC History No change 25,581 2,021 0.55% 0.55% 697 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 25,394 2,006 0.02% 0.02% 698 0 0.0% Q2 2026 Jul 15, 2026
Chemistry Wealth Management LLC History No change 25,255 1,995 0.32% 0.32% 699 0 0.0% Q2 2026 Jul 09, 2026
Cascades Capital Asset Management, LLC History No change 24,974 1,973 0.73% 0.73% 700 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 24,886 1,966 0.04% 0.04% 701 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 24,377 1,926 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 29, 2026
A. D. Beadell Investment Counsel, Inc. History No change 24,358 1,925 1.23% 1.23% 703 0 0.0% Q2 2026 Jul 15, 2026
Mayflower Financial Advisors, LLC History No change 24,285 1,919 0.17% 0.17% 704 0 0.0% Q2 2026 Jul 09, 2026
Compass Financial Group, Inc. History No change 24,280 1,918 0.81% 0.81% 705 0 0.0% Q2 2026 Aug 04, 2026
Plum Street Advisors, LLC History No change 24,257 1,917 0.61% 0.61% 706 0 0.0% Q2 2026 Aug 13, 2026
Storen Legacy Partners, LLC History No change 24,122 1,906 0.52% 0.52% 707 0 0.0% Q2 2026 Jul 17, 2026
Banque Transatlantique SA History No change 24,092 1,903 0.04% 0.04% 708 0 0.0% Q2 2026 Jul 30, 2026
Soltis Investment Advisors LLC History No change 24,072 1,902 0.11% 0.11% 709 0 0.0% Q2 2026 Jul 31, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 23,981 1,895 0.51% 0.51% 710 0 0.0% Q2 2026 Jul 16, 2026
Gordian Advisors LLC History No change 23,877 1,887 1.11% 1.11% 711 0 0.0% Q2 2026 Aug 04, 2026
MBE Wealth Management, LLC History No change 23,784 1,879 0.66% 0.66% 712 0 0.0% Q2 2026 Jul 24, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 23,560 1,861 0.83% 0.83% 713 0 0.0% Q2 2026 Aug 17, 2026
Essex Financial Services, Inc. History No change 23,467 1,854 0.09% 0.09% 714 0 0.0% Q2 2026 Aug 10, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 22,958 1,814 0.18% 0.18% 715 0 0.0% Q2 2026 Jul 28, 2026
First County Bank /CT/ History No change 22,838 1,804 0.85% 0.85% 716 0 0.0% Q2 2026 Jul 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 22,767 1,799 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 14, 2026
Bauman Advisory Group, LLC History No change 22,768 1,799 0.95% 0.95% 718 0 0.0% Q2 2026 Aug 04, 2026
W1M Asset Management Ltd History No change 22,516 1,779 0.02% 0.02% 719 0 0.0% Q2 2026 Aug 12, 2026
Brindle & Bay Financial Advisors, LLC History No change 22,511 1,779 0.89% 0.89% 720 0 0.0% Q2 2026 Jul 20, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 22,495 1,771 1.39% 1.39% 721 0 0.0% Q2 2026 Aug 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 22,400 1,770 0.17% 0.17% 722 0 0.0% Q2 2026 Jul 14, 2026
Friedenthal Financial History No change 22,374 1,768 0.82% 0.82% 723 0 0.0% Q2 2026 Jul 13, 2026
Clear Point Advisors Inc. History No change 22,378 1,768 1.57% 1.57% 724 0 0.0% Q2 2026 Jul 28, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 22,342 1,765 0.13% 0.13% 725 0 0.0% Q2 2026 Jul 16, 2026
New England Private Wealth Advisors LLC History No change 22,467 1,763 0.17% 0.17% 726 0 0.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,297 1,762 0.01% 0.01% 727 0 0.0% Q2 2026 Aug 13, 2026
Rosenberg Matthew Hamilton History Reduced 22,807 1,761 0.32% 0.34% 728 -490 -2.1% Q3 2026 Oct 05, 2026
Berkeley Capital Partners, LLC History No change 22,202 1,754 0.36% 0.36% 729 0 0.0% Q2 2026 Aug 06, 2026
SRH ADVISORS, LLC History No change 22,115 1,747 0.45% 0.45% 730 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 22,105 1,746 0.13% 0.13% 731 0 0.0% Q2 2026 Jul 29, 2026
Christensen, King & Associates Investment Services, Inc. History No change 21,951 1,734 0.69% 0.69% 732 0 0.0% Q2 2026 Jul 14, 2026
Insight Wealth Partners, LLC History No change 21,892 1,730 0.23% 0.23% 733 0 0.0% Q2 2026 Aug 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 21,777 1,721 0.17% 0.17% 734 0 0.0% Q2 2026 Jul 13, 2026
Good Harbor Advisors, Inc. History No change 21,781 1,721 1.68% 1.68% 735 0 0.0% Q2 2026 Jul 17, 2026
Prospera Capital Management, LLC History No change 21,826 1,720 0.54% 0.54% 736 0 0.0% Q2 2026 Jul 27, 2026
AXS Investments LLC History No change 21,695 1,714 0.49% 0.49% 737 0 0.0% Q2 2026 Aug 10, 2026
Aries Wealth Management History No change 21,687 1,713 0.34% 0.34% 738 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 21,475 1,697 0.06% 0.06% 739 0 0.0% Q2 2026 Aug 06, 2026
BridgePort Financial Solutions, LLC History No change 21,456 1,695 0.43% 0.43% 740 0 0.0% Q2 2026 Jul 24, 2026
Bakala Capital LLC History No change 21,409 1,691 7.41% 7.41% 741 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 21,234 1,678 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 06, 2026
Ramiah Investment Group History No change 21,140 1,670 1.27% 1.27% 743 0 0.0% Q2 2026 Jul 16, 2026
PDS Planning, Inc History No change 21,121 1,669 0.1% 0.1% 744 0 0.0% Q2 2026 Aug 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 21,100 1,667 0.24% 0.24% 745 0 0.0% Q2 2026 Aug 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 21,055 1,663 0.23% 0.23% 746 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 20,983 1,658 0.11% 0.11% 747 0 0.0% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History No change 20,624 1,629 0.15% 0.15% 748 0 0.0% Q2 2026 Aug 07, 2026
Carr Financial Group Corp History No change 20,411 1,613 0.37% 0.37% 749 0 0.0% Q2 2026 Aug 06, 2026
ASSOCIATED BANC-CORP History No change 20,296 1,603 0.04% 0.04% 750 0 0.0% Q2 2026 Jul 31, 2026
Stonekeep Investments, LLC History No change 20,133 1,591 0.93% 0.93% 751 0 0.0% Q2 2026 Jul 10, 2026
Clearview Wealth Management LLC History No change 20,103 1,588 1.02% 1.02% 752 0 0.0% Q2 2026 Jul 13, 2026
Virtue Capital Management, LLC History No change 19,948 1,576 0.21% 0.21% 753 0 0.0% Q2 2026 Aug 05, 2026
Beaumont Financial Advisors, LLC History No change 19,701 1,556 0.1% 0.1% 754 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 19,670 1,554 0.03% 0.03% 755 0 0.0% Q2 2026 Jul 21, 2026
Sovereign Investment Advisors, LLC History No change 19,667 1,554 0.29% 0.29% 756 0 0.0% Q2 2026 Aug 14, 2026
Ellis Investment Partners, LLC History No change 19,639 1,552 0.24% 0.24% 757 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 19,574 1,546 0.05% 0.05% 758 0 0.0% Q2 2026 Aug 10, 2026
Crescent Sterling, Ltd. History No change 19,357 1,529 1.37% 1.37% 759 0 0.0% Q2 2026 Jul 07, 2026
Trinity Financial Advisors LLC History Reduced 19,709 1,522 0.39% 0.48% 760 -3,799 -16.16% Q3 2026 Oct 08, 2026
Resona Asset Management Co.,Ltd. History No change 19,268 1,522 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 19,181 1,515 0.03% 0.03% 762 0 0.0% Q2 2026 Aug 12, 2026
Powell Investment Advisors, LLC History No change 19,085 1,508 0.48% 0.48% 763 0 0.0% Q2 2026 Jul 28, 2026
Elite Financial, Inc. History No change 19,060 1,506 0.61% 0.61% 764 0 0.0% Q2 2026 Aug 13, 2026
Mengis Capital Management, Inc. History No change 18,932 1,496 0.23% 0.23% 765 0 0.0% Q2 2026 Jul 28, 2026
Vontobel Holding Ltd. History No change 18,862 1,490 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 03, 2026
MFA Wealth Services History No change 18,828 1,488 0.89% 0.89% 767 0 0.0% Q2 2026 Jul 21, 2026
Houlihan Financial Resource Group, Ltd. History No change 18,697 1,477 0.53% 0.53% 768 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 18,671 1,475 0.11% 0.11% 769 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Investment Counsel, LLC History No change 18,650 1,473 0.19% 0.19% 770 0 0.0% Q2 2026 Aug 05, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 18,645 1,473 0.87% 0.87% 771 0 0.0% Q2 2026 Jul 21, 2026
Great Diamond Partners, LLC History No change 18,625 1,471 0.25% 0.25% 772 0 0.0% Q2 2026 Jul 17, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18,575 1,467 0.04% 0.04% 773 0 0.0% Q2 2026 Jul 14, 2026
CULLEN/FROST BANKERS, INC. History No change 18,537 1,464 0.01% 0.01% 774 0 0.0% Q2 2026 Jul 27, 2026
SONATA CAPITAL GROUP INC History No change 18,528 1,464 0.47% 0.47% 775 0 0.0% Q2 2026 Jul 24, 2026
Pitcairn Wealth Advisors LLC History No change 18,536 1,464 0.16% 0.16% 776 0 0.0% Q2 2026 Aug 10, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 18,468 1,459 0.51% 0.51% 777 0 0.0% Q2 2026 Jul 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 18,350 1,450 0.05% 0.05% 778 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History No change 18,280 1,444 0.07% 0.07% 779 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 18,269 1,443 0.09% 0.09% 780 0 0.0% Q2 2026 Jul 23, 2026
Bare Financial Services, Inc History No change 18,256 1,442 0.33% 0.33% 781 0 0.0% Q2 2026 Jul 27, 2026
Wedmont Private Capital History Reduced 18,604 1,438 0.03% 0.08% 782 -16,950 -47.67% Q3 2026 Oct 09, 2026
FFT WEALTH MANAGEMENT LLC History No change 18,195 1,437 0.23% 0.23% 783 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Financial Planning Group, LLC History No change 18,165 1,435 0.46% 0.46% 784 0 0.0% Q2 2026 Jul 31, 2026
Cypress Capital, LLC History No change 18,106 1,430 0.39% 0.39% 785 0 0.0% Q2 2026 Jul 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 18,058 1,427 0.32% 0.32% 786 0 0.0% Q2 2026 Sep 02, 2026
Aegis Wealth Management LLC History No change 18,004 1,422 0.67% 0.67% 787 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 17,925 1,416 0.93% 0.93% 788 0 0.0% Q2 2026 Jul 21, 2026
LOWE BROCKENBROUGH & CO INC History No change 17,664 1,395 0.06% 0.06% 789 0 0.0% Q2 2026 Aug 03, 2026
Ridgeline Wealth Planning, LLC History No change 17,649 1,394 0.88% 0.88% 790 0 0.0% Q2 2026 Jul 24, 2026
Cumberland Partners Ltd History No change 17,600 1,390 0.09% 0.09% 791 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 17,562 1,387 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 12, 2026
Berkshire Money Management, Inc. History No change 17,560 1,387 0.13% 0.13% 793 0 0.0% Q2 2026 Jul 23, 2026
Round Rock Advisors LLC History No change 17,437 1,378 0.18% 0.18% 794 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Capital Partners, LLC History No change 17,319 1,368 0.29% 0.29% 795 0 0.0% Q2 2026 Aug 14, 2026
Nabity-Jensen Investment Management Inc History No change 17,122 1,353 0.83% 0.83% 796 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 17,101 1,351 0.18% 0.18% 797 0 0.0% Q2 2026 Aug 11, 2026
Fullerton Advisors, LLC History No change 17,098 1,351 1.26% 1.26% 798 0 0.0% Q2 2026 Jul 27, 2026
Tranquilli Financial Advisor LLC History No change 17,060 1,348 0.73% 0.73% 799 0 0.0% Q2 2026 Aug 07, 2026
BHK Investment Advisors, LLC History No change 17,044 1,346 0.4% 0.4% 800 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 17,018 1,344 0.04% 0.04% 801 0 0.0% Q2 2026 Jul 27, 2026
CURIO WEALTH, LLC History No change 16,965 1,340 0.42% 0.42% 802 0 0.0% Q2 2026 Aug 07, 2026
EASTERN BANK History Added to 17,310 1,337 0.02% 0.02% 803 +920 5.61% Q3 2026 Oct 05, 2026
Cambridge Advisors Inc. History No change 16,922 1,337 0.23% 0.23% 804 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 16,843 1,331 0.06% 0.06% 805 0 0.0% Q2 2026 Aug 20, 2026
Alteri Wealth LLC History No change 16,680 1,318 0.36% 0.36% 806 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 16,618 1,313 0.0% 0.0% 807 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History No change 16,430 1,298 0.3% 0.3% 808 0 0.0% Q2 2026 Jul 14, 2026
Independence Bank of Kentucky History No change 16,405 1,296 0.15% 0.15% 809 0 0.0% Q2 2026 Jul 13, 2026
Axis Wealth Partners, LLC History No change 16,388 1,295 0.62% 0.62% 810 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 16,344 1,291 0.09% 0.09% 811 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 16,198 1,280 0.08% 0.08% 812 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Management LLC History No change 16,153 1,276 0.14% 0.14% 813 0 0.0% Q2 2026 Aug 12, 2026
Mechanics Bank Trust Department History No change 16,125 1,274 0.16% 0.16% 814 0 0.0% Q2 2026 Jul 07, 2026
Madison Asset Management, LLC History No change 16,090 1,271 0.02% 0.02% 815 0 0.0% Q2 2026 Aug 10, 2026
Loudon Investment Management, LLC History No change 16,059 1,269 0.62% 0.62% 816 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 16,062 1,269 0.2% 0.2% 817 0 0.0% Q2 2026 Aug 04, 2026
CHATHAM CAPITAL GROUP, INC. History No change 16,038 1,267 0.16% 0.16% 818 0 0.0% Q2 2026 Jul 10, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 16,308 1,259 0.07% 0.08% 819 -788 -4.61% Q3 2026 Oct 09, 2026
Retirement Investment Advisors, Inc. History No change 15,996 1,254 0.09% 0.09% 820 0 0.0% Q2 2026 Jul 15, 2026
YHB Investment Advisors, Inc. History Added to 16,204 1,251 0.08% 0.08% 821 +821 5.34% Q3 2026 Oct 08, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 15,738 1,243 0.07% 0.07% 822 0 0.0% Q2 2026 Jul 27, 2026
Trivium Point Advisory, LLC History No change 15,693 1,240 0.11% 0.11% 823 0 0.0% Q2 2026 Aug 06, 2026
Boreal Capital Management LLC History No change 15,685 1,239 0.92% 0.92% 824 0 0.0% Q2 2026 Aug 13, 2026
IBEX WEALTH ADVISORS History No change 15,528 1,227 0.1% 0.1% 825 0 0.0% Q2 2026 Jul 27, 2026
Stelac Advisory Services LLC History No change 15,501 1,225 0.23% 0.23% 826 0 0.0% Q2 2026 Aug 10, 2026
Creekside Partners History No change 15,453 1,221 0.44% 0.44% 827 0 0.0% Q2 2026 Jul 30, 2026
Cambria Investment Management, L.P. History No change 15,335 1,207 0.06% 0.06% 828 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 15,135 1,196 0.11% 0.11% 829 0 0.0% Q2 2026 Jul 20, 2026
New Insight Wealth Advisors History No change 15,140 1,196 0.35% 0.35% 830 0 0.0% Q2 2026 Jul 27, 2026
Indivisible Partners History No change 15,065 1,190 0.07% 0.07% 831 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Bancorp, Inc. History No change 14,897 1,177 0.31% 0.31% 832 0 0.0% Q2 2026 Jul 28, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 14,842 1,172 0.16% 0.16% 833 0 0.0% Q2 2026 Jul 20, 2026
Tillman Hartley LLC History No change 14,649 1,157 0.26% 0.26% 834 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 14,559 1,150 0.01% 0.01% 835 0 0.0% Q2 2026 Aug 18, 2026
Northstar Financial Companies, Inc. History No change 14,558 1,150 0.77% 0.77% 836 0 0.0% Q2 2026 Aug 06, 2026
Navigate Wealth Management, LLC History No change 14,565 1,146 0.71% 0.71% 837 0 0.0% Q2 2026 Jul 23, 2026
Algorithmic Investment Models, LLC History No change 14,421 1,139 1.32% 1.32% 838 0 0.0% Q2 2026 Aug 07, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 14,401 1,138 0.73% 0.73% 839 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 14,316 1,131 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 20, 2026
Kelman-Lazarov, Inc. History No change 14,306 1,130 0.15% 0.15% 841 0 0.0% Q2 2026 Aug 10, 2026
Novak & Powell Financial Services, Inc. History No change 14,278 1,128 0.53% 0.53% 842 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 14,150 1,118 0.08% 0.08% 843 0 0.0% Q2 2026 Sep 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 14,155 1,118 0.06% 0.06% 844 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 14,089 1,113 0.15% 0.15% 845 0 0.0% Q2 2026 Aug 14, 2026
BANK HAPOALIM BM History No change 13,880 1,097 0.07% 0.07% 846 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 13,867 1,095 0.02% 0.02% 847 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 13,840 1,093 0.02% 0.02% 848 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 13,796 1,090 0.09% 0.09% 849 0 0.0% Q2 2026 Jul 14, 2026
TRUE Private Wealth Advisors History No change 13,758 1,087 0.09% 0.09% 850 0 0.0% Q2 2026 Jul 23, 2026
VERITY Wealth Advisors History No change 13,676 1,080 0.65% 0.65% 851 0 0.0% Q2 2026 Jul 16, 2026
Wharton Business Group, LLC History No change 13,605 1,075 0.04% 0.04% 852 0 0.0% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 13,872 1,071 0.72% 0.77% 854 -225 -1.6% Q3 2026 Oct 09, 2026
Talon Private Wealth, LLC History No change 13,560 1,071 0.13% 0.13% 853 0 0.0% Q2 2026 Sep 11, 2026
Garden State Investment Advisory Services LLC History No change 13,540 1,070 0.19% 0.19% 855 0 0.0% Q2 2026 Aug 11, 2026
Peregrine Asset Advisers, Inc. History No change 13,502 1,067 0.23% 0.23% 856 0 0.0% Q2 2026 Aug 10, 2026
Mezzasalma Advisors, LLC History No change 13,487 1,065 0.21% 0.21% 857 0 0.0% Q2 2026 Aug 10, 2026
Westmount Partners, LLC History No change 13,485 1,065 0.23% 0.23% 858 0 0.0% Q2 2026 Jul 07, 2026
NORTHERN TRUST CORP History No change 13,409 1,059 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 13,291 1,050 0.01% 0.01% 860 0 0.0% Q2 2026 Aug 05, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 13,284 1,049 0.1% 0.1% 861 0 0.0% Q2 2026 Jul 22, 2026
Quartz Partners, LLC History No change 13,240 1,046 0.34% 0.34% 862 0 0.0% Q2 2026 Aug 10, 2026
AlTi Global, Inc. History No change 13,240 1,046 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 05, 2026
Aviance Capital Partners, LLC History No change 13,213 1,044 0.11% 0.11% 864 0 0.0% Q2 2026 Jul 30, 2026
POWER WEALTH MANAGEMENT LLC History No change 13,212 1,044 0.36% 0.36% 865 0 0.0% Q2 2026 Aug 03, 2026
FIRST TRUST ADVISORS LP History No change 13,142 1,038 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 11, 2026
Ballast Financial Advisors LLC History No change 13,077 1,033 0.94% 0.94% 867 0 0.0% Q2 2026 Aug 13, 2026
Summit Global Investments History No change 13,010 1,028 0.06% 0.06% 868 0 0.0% Q2 2026 Aug 03, 2026
Grandview Asset Management LLC History No change 13,018 1,028 0.26% 0.26% 869 0 0.0% Q2 2026 Jul 24, 2026
Van Diest Capital, LLC History No change 13,008 1,028 0.92% 0.92% 870 0 0.0% Q2 2026 Aug 04, 2026
Altus Wealth Group LLC History No change 12,990 1,026 0.37% 0.37% 871 0 0.0% Q2 2026 Jul 17, 2026
Sage Capital Advisors,llc History No change 12,938 1,022 0.21% 0.21% 872 0 0.0% Q2 2026 Jul 09, 2026
CHAPIN DAVIS, INC. History Added to 13,216 1,021 0.2% 0.18% 873 +144 1.1% Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History No change 12,904 1,019 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 03, 2026
HT Partners LLC History No change 12,836 1,014 0.28% 0.28% 875 0 0.0% Q2 2026 Jul 16, 2026
BANQUE PICTET & CIE SA History No change 12,820 1,013 0.01% 0.01% 876 0 0.0% Q2 2026 Jul 24, 2026
Grand Central Investment Group History No change 12,794 1,011 0.85% 0.85% 877 0 0.0% Q2 2026 Aug 04, 2026
Frank, Rimerman Advisors LLC History No change 12,397 979 0.06% 0.06% 878 0 0.0% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 12,367 977 0.02% 0.02% 879 0 0.0% Q2 2026 Jul 15, 2026
BluePrint Investing LLC History No change 12,341 975 0.73% 0.73% 880 0 0.0% Q2 2026 Jul 17, 2026
Oakmont Advisory Group, LLC History No change 12,328 974 0.82% 0.82% 881 0 0.0% Q2 2026 Aug 03, 2026
LifePlan Financial, LLC History No change 12,203 964 0.68% 0.68% 882 0 0.0% Q2 2026 Jul 21, 2026
NorthCrest Asset Manangement, LLC History No change 12,199 959 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 15, 2026
RCW Management, LLC History No change 12,135 959 0.86% 0.86% 884 0 0.0% Q2 2026 Jul 21, 2026
Essex Bank History No change 12,072 954 0.21% 0.21% 885 0 0.0% Q2 2026 Jul 23, 2026
Pines Wealth Management, LLC History No change 12,066 953 0.27% 0.27% 886 0 0.0% Q2 2026 Jul 22, 2026
Winch Advisory Services, LLC History No change 12,017 949 0.2% 0.2% 887 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 11,953 947 0.04% 0.04% 888 0 0.0% Q2 2026 Jul 09, 2026
Prosperity Planning, Inc. History Added to 12,255 946 0.21% 0.2% 889 +1,478 13.71% Q3 2026 Oct 08, 2026
WJ Financial Advisors LLC History No change 11,907 941 0.69% 0.69% 890 0 0.0% Q2 2026 Aug 13, 2026
Obermeyer Wealth Partners History No change 11,903 940 0.04% 0.04% 891 0 0.0% Q2 2026 Jul 29, 2026
Capital Asset Advisory Services LLC History No change 11,906 940 0.03% 0.03% 892 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 11,863 937 0.02% 0.02% 893 0 0.0% Q2 2026 Aug 04, 2026
Clearwater Capital Advisors, LLC History No change 11,808 933 0.07% 0.07% 894 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 11,805 932 0.01% 0.01% 895 0 0.0% Q2 2026 Sep 08, 2026
Shelter Mutual Insurance Co History No change 11,762 929 0.2% 0.2% 896 0 0.0% Q2 2026 Aug 11, 2026
WULFF, HANSEN & CO. History No change 11,742 927 0.71% 0.71% 897 0 0.0% Q2 2026 Aug 05, 2026
SHAYNE & JACOBS, LLC History No change 11,657 921 0.27% 0.27% 898 0 0.0% Q2 2026 Jul 07, 2026
NOVEM GROUP History No change 11,654 921 0.09% 0.09% 899 0 0.0% Q2 2026 Jul 21, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 11,625 918 0.11% 0.11% 900 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 11,533 911 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 11, 2026
Atlas Brown,Inc. History Reduced 11,785 910 0.24% 0.25% 902 -193 -1.61% Q3 2026 Oct 09, 2026
TMB Capital Partners, LLC History No change 11,466 906 0.28% 0.28% 903 0 0.0% Q2 2026 Jul 24, 2026
Ariadne Wealth Management, LP History No change 11,393 900 0.4% 0.4% 904 0 0.0% Q2 2026 Aug 13, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 11,366 898 0.28% 0.28% 905 0 0.0% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History No change 11,440 898 0.02% 0.02% 906 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 11,440 898 0.02% 0.02% 907 0 0.0% Q2 2026 Jul 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 11,287 892 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 11,291 892 0.06% 0.06% 909 0 0.0% Q2 2026 Aug 04, 2026
Pictet North America Advisors SA History No change 11,195 884 0.08% 0.08% 910 0 0.0% Q2 2026 Jul 24, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 11,148 881 0.13% 0.13% 911 0 0.0% Q2 2026 Aug 12, 2026
Thrive Capital Management, LLC History No change 11,133 879 0.17% 0.17% 912 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 11,083 875 0.04% 0.04% 913 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11,059 870 0.02% 0.02% 914 0 0.0% Q2 2026 Jul 27, 2026
L. Roy Papp & Associates, LLP History No change 10,975 867 0.09% 0.09% 915 0 0.0% Q2 2026 Jul 23, 2026
Sovereign Financial Group, Inc. History No change 10,972 867 0.13% 0.13% 916 0 0.0% Q2 2026 Jul 24, 2026
Keener Financial Planning LLC History No change 10,975 867 0.31% 0.31% 917 0 0.0% Q2 2026 Jul 31, 2026
FWG Holdings, LLC History No change 11,011 864 0.3% 0.3% 918 0 0.0% Q2 2026 Aug 13, 2026
PETRA FINANCIAL ADVISORS INC History No change 10,901 861 0.4% 0.4% 919 0 0.0% Q2 2026 Jul 24, 2026
Summit Wealth Partners, LLC History No change 10,897 861 0.12% 0.12% 920 0 0.0% Q2 2026 Aug 03, 2026
Crabel Capital Management, LLC History No change 10,827 855 0.62% 0.62% 921 0 0.0% Q2 2026 Aug 13, 2026
ZWJ INVESTMENT COUNSEL INC History No change 10,733 848 0.03% 0.03% 922 0 0.0% Q2 2026 Jul 16, 2026
Gridiron Partners, LLC History No change 10,961 846 0.42% 0.45% 923 0 0.0% Q3 2026 Oct 08, 2026
Pallas Capital Advisors LLC History No change 10,665 842 0.03% 0.03% 924 0 0.0% Q2 2026 Aug 07, 2026
10Elms LLP History No change 10,663 842 0.36% 0.36% 925 0 0.0% Q2 2026 Aug 14, 2026
Prepared Retirement Institute LLC History No change 10,578 835 0.36% 0.36% 926 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 10,547 833 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 09, 2026
Eagle Bay Advisors LLC History No change 10,536 832 0.62% 0.62% 928 0 0.0% Q2 2026 Aug 03, 2026
Gleason Group, Inc. History No change 10,487 828 0.07% 0.07% 929 0 0.0% Q2 2026 Jul 13, 2026
MITCHELL SINKLER & STARR/PA History No change 10,475 827 0.34% 0.34% 930 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 10,440 825 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 04, 2026
Strategic Investment Solutions, Inc. /IL History No change 10,407 822 0.19% 0.19% 932 0 0.0% Q2 2026 Jul 08, 2026
IPG Investment Advisors LLC History No change 10,400 821 0.12% 0.12% 933 0 0.0% Q2 2026 Aug 12, 2026
Meredith Wealth Planning History No change 10,393 821 0.19% 0.19% 934 0 0.0% Q2 2026 Jul 24, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 10,341 817 0.05% 0.05% 935 0 0.0% Q2 2026 Aug 14, 2026
Orin Green Financial, LLC History No change 10,311 814 0.3% 0.3% 936 0 0.0% Q2 2026 Jul 13, 2026
PROTECTIVE LIFE CORP History No change 10,281 812 5.8% 5.8% 937 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Trust, LLC History No change 10,214 807 0.72% 0.72% 938 0 0.0% Q2 2026 Aug 11, 2026
ANB BANK History Reduced 10,445 806 0.29% 0.33% 940 -860 -7.61% Q3 2026 Oct 09, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 10,208 806 0.19% 0.19% 939 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 10,184 804 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 13, 2026
WEALTH EFFECTS LLC History No change 10,121 799 0.22% 0.22% 942 0 0.0% Q2 2026 Aug 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,066 795 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 13, 2026
Thrive Wealth Management, LLC History No change 10,064 795 0.1% 0.1% 944 0 0.0% Q2 2026 Jul 07, 2026
WEST PACES ADVISORS INC. History No change 10,020 791 0.13% 0.13% 945 0 0.0% Q2 2026 Jul 17, 2026
Sandy Cove Advisors, LLC History No change 9,958 786 0.2% 0.2% 946 0 0.0% Q2 2026 Jul 07, 2026
Arkadios Wealth Advisors History No change 9,897 782 0.01% 0.01% 947 0 0.0% Q2 2026 Aug 10, 2026
Heritage Trust Co History No change 9,893 781 0.07% 0.07% 948 0 0.0% Q2 2026 Aug 06, 2026
SkyOak Wealth, LLC History No change 9,889 781 0.13% 0.13% 949 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 9,844 777 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 9,839 777 0.1% 0.1% 951 0 0.0% Q2 2026 Aug 11, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 9,827 776 0.12% 0.12% 952 0 0.0% Q2 2026 Jul 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 9,800 774 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 13, 2026
Cooper Financial Group History Added to 9,976 770 0.06% 0.06% 954 +339 3.52% Q3 2026 Oct 07, 2026
Miller Capital Partners, Inc. History No change 9,725 768 0.3% 0.3% 955 0 0.0% Q2 2026 Aug 12, 2026
Phillip James Consulting Co. History No change 9,683 765 0.51% 0.51% 956 0 0.0% Q2 2026 Jul 28, 2026
Objectivity Squared, LLC History No change 9,646 762 0.43% 0.43% 957 0 0.0% Q2 2026 Aug 07, 2026
HHM Wealth Advisors, LLC History No change 9,562 755 0.08% 0.08% 958 0 0.0% Q2 2026 Jul 13, 2026
Summa Corp. History No change 9,500 750 0.24% 0.24% 959 0 0.0% Q2 2026 Aug 06, 2026
LEUTHOLD GROUP, LLC History No change 9,395 742 0.07% 0.07% 960 0 0.0% Q2 2026 Aug 04, 2026
Winter & Associates, Inc. History No change 9,209 727 0.55% 0.55% 961 0 0.0% Q2 2026 Jul 09, 2026
FIDUCIENT ADVISORS LLC History No change 9,128 721 0.1% 0.1% 962 0 0.0% Q2 2026 Aug 07, 2026
WFA of San Diego, LLC History No change 9,047 711 0.58% 0.58% 963 0 0.0% Q2 2026 Aug 14, 2026
Caitlin John, LLC History No change 9,008 711 0.39% 0.39% 964 0 0.0% Q2 2026 Aug 17, 2026
Caldwell Trust Co History No change 8,994 710 0.06% 0.06% 965 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 8,944 706 0.05% 0.05% 966 0 0.0% Q2 2026 Aug 11, 2026
Uncommon Cents Investing LLC History No change 8,914 704 0.15% 0.15% 967 0 0.0% Q2 2026 Jul 20, 2026
GDS Wealth Management History No change 8,915 704 0.03% 0.03% 968 0 0.0% Q2 2026 Aug 13, 2026
ProVise Management Group, LLC History No change 8,889 702 0.05% 0.05% 969 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 8,763 692 0.14% 0.14% 970 0 0.0% Q2 2026 Aug 07, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 8,695 687 0.13% 0.13% 971 0 0.0% Q2 2026 Jul 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 8,680 686 0.03% 0.03% 972 0 0.0% Q2 2026 Aug 04, 2026
Wiser Wealth Management, Inc History No change 8,678 685 0.13% 0.13% 973 0 0.0% Q2 2026 Jul 14, 2026
F/m Investments LLC History No change 8,671 685 0.03% 0.03% 974 0 0.0% Q2 2026 Aug 05, 2026
CMH Wealth Management LLC History No change 8,639 682 0.1% 0.1% 975 0 0.0% Q2 2026 Jul 09, 2026
Baker Avenue Asset Management, LP History No change 8,595 679 0.01% 0.01% 976 0 0.0% Q2 2026 Jul 28, 2026
L.K. Benson & Company, P.C. History No change 8,600 679 0.2% 0.2% 977 0 0.0% Q2 2026 Jul 24, 2026
BARRETT & COMPANY, INC. History No change 8,576 677 0.19% 0.19% 978 0 0.0% Q2 2026 Jul 24, 2026
Empirical Asset Management, LLC History No change 8,481 670 0.15% 0.15% 979 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 8,455 668 0.02% 0.02% 980 0 0.0% Q2 2026 Jul 28, 2026
FC Advisory LLC History Added to 8,645 667 0.17% 0.18% 981 +62 0.72% Q3 2026 Oct 05, 2026
REDW Wealth LLC History No change 8,426 665 0.24% 0.24% 982 0 0.0% Q2 2026 Jul 30, 2026
Iron Gate Global Advisors LLC History No change 8,343 659 0.06% 0.06% 983 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 8,344 659 0.2% 0.2% 984 0 0.0% Q2 2026 Aug 04, 2026
WILLIAM JOHN SEMPOLINSKI History No change 8,330 658 0.27% 0.27% 985 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History No change 8,500 656 0.03% 0.04% 986 0 0.0% Q3 2026 Oct 08, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 8,222 649 0.15% 0.15% 987 0 0.0% Q2 2026 Aug 11, 2026
Hyundai Investments Co., Ltd. History No change 8,147 644 0.7% 0.7% 988 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 8,133 642 0.01% 0.01% 989 0 0.0% Q2 2026 Jul 31, 2026
Balboa Wealth Partners History No change 8,131 642 0.09% 0.09% 990 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 8,101 640 0.04% 0.04% 991 0 0.0% Q2 2026 Aug 05, 2026
Berger Financial Group, Inc History No change 8,099 640 0.03% 0.03% 992 0 0.0% Q2 2026 Aug 04, 2026
Monetary Solutions, Ltd History No change 8,042 635 0.55% 0.55% 993 0 0.0% Q2 2026 Jul 23, 2026
RMR Wealth Builders History No change 8,031 634 0.04% 0.04% 994 0 0.0% Q2 2026 Jul 24, 2026
INTEGRITY ALLIANCE, LLC. History No change 8,020 633 0.02% 0.02% 995 0 0.0% Q2 2026 Jul 31, 2026
Hudson Oak Wealth Advisory LLC History No change 8,011 633 0.49% 0.49% 996 0 0.0% Q2 2026 Jul 21, 2026
Bank of New Hampshire History Reduced 8,141 628 0.14% 0.14% 997 -511 -5.91% Q3 2026 Oct 06, 2026
IMA Advisory Services, Inc. History No change 7,859 621 0.04% 0.04% 998 0 0.0% Q2 2026 Aug 10, 2026
Financial Management Professionals, Inc. History No change 7,800 616 0.06% 0.06% 999 0 0.0% Q2 2026 Jul 09, 2026
Nicholas Wealth, LLC. History No change 7,779 614 0.34% 0.34% 1000 0 0.0% Q2 2026 Jul 24, 2026
Causey Wealth LLC History No change 7,771 614 0.24% 0.24% 1001 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 7,732 611 0.01% 0.01% 1002 0 0.0% Q2 2026 Aug 14, 2026
SAPIENT CAPITAL LLC History No change 7,919 611 0.01% 0.01% 1003 0 0.0% Q3 2026 Oct 08, 2026
ArchPoint Investors History No change 7,700 608 0.13% 0.13% 1004 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 7,705 608 0.07% 0.07% 1005 0 0.0% Q2 2026 Jul 10, 2026
Composition Wealth, LLC History No change 7,682 607 0.01% 0.01% 1006 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Capital Partners, LLC History No change 7,623 602 0.25% 0.25% 1007 0 0.0% Q2 2026 Jul 09, 2026
APS Management Group, Inc. History No change 7,615 601 0.46% 0.46% 1008 0 0.0% Q2 2026 Jul 10, 2026
FIRST INTERSTATE BANK History No change 7,602 600 0.03% 0.03% 1009 0 0.0% Q2 2026 Jul 24, 2026
Garner Asset Management Corp History No change 7,600 600 0.19% 0.19% 1010 0 0.0% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 7,553 596 0.02% 0.02% 1011 0 0.0% Q2 2026 Aug 10, 2026
Wallington Asset Management, LLC History No change 7,490 591 0.07% 0.07% 1012 0 0.0% Q2 2026 Jul 22, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 7,490 591 0.26% 0.26% 1013 0 0.0% Q2 2026 Jul 28, 2026
Seven Post Investment Office LP History No change 7,461 589 0.17% 0.17% 1014 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 7,441 588 0.09% 0.09% 1015 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisory Services, LLC History No change 7,427 586 0.04% 0.04% 1016 0 0.0% Q2 2026 Jul 23, 2026
Pillar Financial Advisors, LLC History No change 7,378 583 0.3% 0.3% 1017 0 0.0% Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History No change 7,360 581 0.03% 0.03% 1018 0 0.0% Q2 2026 Jul 10, 2026
DUNCKER STREETT & CO INC History No change 7,346 580 0.1% 0.1% 1019 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 7,316 578 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 12, 2026
Norris Financial Group, LLC History No change 7,325 578 0.23% 0.23% 1021 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 7,308 577 0.03% 0.03% 1022 0 0.0% Q2 2026 Jul 23, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,310 577 0.01% 0.01% 1023 0 0.0% Q2 2026 Aug 11, 2026
ForthRight Wealth Management, LLC History No change 7,280 575 0.15% 0.15% 1024 0 0.0% Q2 2026 Aug 07, 2026
Bragg Financial Advisors, Inc History No change 7,253 573 0.02% 0.02% 1025 0 0.0% Q2 2026 Aug 12, 2026
Y.D. More Investments Ltd History No change 7,194 568 0.02% 0.02% 1026 0 0.0% Q2 2026 Aug 05, 2026
Banco Santander, S.A. History No change 7,139 564 0.0% 0.0% 1027 0 0.0% Q2 2026 Jul 29, 2026
Weaver Consulting Group History Reduced 7,297 563 0.11% 0.12% 1028 -103 -1.39% Q3 2026 Oct 07, 2026
Evolution Advisers, Inc. History No change 7,134 563 0.21% 0.21% 1029 0 0.0% Q2 2026 Jul 31, 2026
AMG National Trust Bank History No change 7,064 558 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 06, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 7,057 557 0.05% 0.05% 1031 0 0.0% Q2 2026 Aug 12, 2026
RFG - Bristol Wealth Advisors, LLC History No change 7,201 556 0.13% 0.14% 1032 0 0.0% Q3 2026 Oct 09, 2026
Relyea Zuckerberg Hanson LLC History No change 7,024 555 0.05% 0.05% 1033 0 0.0% Q2 2026 Jul 16, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 7,000 553 0.38% 0.38% 1034 0 0.0% Q2 2026 Aug 07, 2026
WMS Group LLC History No change 7,000 553 0.71% 0.71% 1035 0 0.0% Q2 2026 Jul 23, 2026
Manchester Capital Management LLC History No change 6,975 551 0.07% 0.07% 1036 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,962 550 0.22% 0.22% 1037 0 0.0% Q2 2026 Aug 11, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 6,966 550 0.36% 0.36% 1038 0 0.0% Q2 2026 Jul 28, 2026
Woodside Wealth Management LLC History No change 6,889 544 0.38% 0.38% 1039 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 6,834 540 0.2% 0.2% 1040 0 0.0% Q2 2026 Aug 10, 2026
Beacon Bridge Wealth Partners, LLC History No change 6,827 539 0.15% 0.15% 1041 0 0.0% Q2 2026 Aug 05, 2026
Sidoxia Capital Management, LLC History No change 6,832 539 0.4% 0.4% 1042 0 0.0% Q2 2026 Jul 24, 2026
Everstar Asset Management, LLC History No change 6,763 534 0.26% 0.26% 1043 0 0.0% Q2 2026 Aug 03, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 6,752 533 0.35% 0.35% 1044 0 0.0% Q2 2026 Aug 07, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 6,708 531 0.3% 0.3% 1045 0 0.0% Q2 2026 Aug 19, 2026
WELLINGTON-ALTUS USA INC. History No change 6,611 524 0.37% 0.37% 1046 0 0.0% Q2 2026 Sep 17, 2026
Vista Cima Wealth Management LLC History No change 6,604 521 0.39% 0.39% 1047 0 0.0% Q2 2026 Aug 07, 2026
Ignite Planners, LLC History No change 6,588 520 0.07% 0.07% 1048 0 0.0% Q2 2026 Jul 23, 2026
Carroll Advisory Group, LLC History No change 6,560 518 0.17% 0.17% 1049 0 0.0% Q2 2026 Jul 23, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 6,465 510 0.0% 0.0% 1050 0 0.0% Q2 2026 Jul 16, 2026
LexAurum Advisors, LLC History No change 6,462 510 0.06% 0.06% 1051 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 6,446 509 0.01% 0.01% 1052 0 0.0% Q2 2026 Aug 14, 2026
Mission Creek Capital Partners, Inc. History No change 6,430 508 0.09% 0.09% 1053 0 0.0% Q2 2026 Aug 14, 2026
LaFleur & Godfrey LLC History No change 6,420 507 0.06% 0.06% 1054 0 0.0% Q2 2026 Jul 15, 2026
Beaird Harris Wealth Management, LLC History No change 6,411 506 0.03% 0.03% 1055 0 0.0% Q2 2026 Jul 08, 2026
Apollon Wealth Management, LLC History No change 6,400 505 0.01% 0.01% 1056 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 6,383 504 0.02% 0.02% 1057 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 6,363 502 0.03% 0.03% 1058 0 0.0% Q2 2026 Aug 13, 2026
Prospect Financial Services LLC History No change 6,322 499 0.25% 0.25% 1059 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 6,231 492 0.16% 0.16% 1060 0 0.0% Q2 2026 Jul 31, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 6,191 489 0.1% 0.1% 1061 0 0.0% Q2 2026 Jul 13, 2026
SteelPeak Wealth, LLC History No change 6,197 489 0.01% 0.01% 1062 0 0.0% Q2 2026 Jul 13, 2026
Bulwark Capital Corp History No change 6,132 484 0.27% 0.27% 1063 0 0.0% Q2 2026 Jul 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 6,121 483 0.03% 0.03% 1064 0 0.0% Q2 2026 Aug 12, 2026
SMITH, MOORE & CO. History No change 6,090 481 0.03% 0.03% 1065 0 0.0% Q2 2026 Aug 12, 2026
Boston Trust Walden Corp History No change 6,087 481 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 24, 2026
LMG Wealth Partners, LLC History No change 6,092 481 0.08% 0.08% 1067 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 6,020 475 0.01% 0.01% 1068 0 0.0% Q2 2026 Aug 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 6,023 475 0.06% 0.06% 1069 0 0.0% Q2 2026 Aug 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,985 473 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 14, 2026
Orcam Financial Group History No change 5,987 473 0.23% 0.23% 1071 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,979 472 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 5,963 471 0.16% 0.16% 1073 0 0.0% Q2 2026 Jul 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 5,913 467 0.02% 0.02% 1074 0 0.0% Q2 2026 Aug 05, 2026
LGL PARTNERS, LLC History No change 5,838 461 0.17% 0.17% 1075 0 0.0% Q2 2026 Jul 27, 2026
VIMA LLC History No change 5,837 461 0.45% 0.45% 1076 0 0.0% Q2 2026 Jul 24, 2026
Murphy & Mullick Capital Management Corp History No change 5,801 458 0.28% 0.28% 1077 0 0.0% Q2 2026 Aug 14, 2026
FAMILY WEALTH PARTNERS, LLC History No change 5,779 456 0.14% 0.14% 1078 0 0.0% Q2 2026 Jul 10, 2026
WoodTrust Financial Corp History Reduced 5,872 454 0.06% 0.06% 1079 -243 -3.97% Q3 2026 Oct 09, 2026
WEALTH ALLIANCE, LLC History No change 5,749 454 0.04% 0.04% 1080 0 0.0% Q2 2026 Aug 11, 2026
Cardinal Point Capital Management ULC History No change 5,700 450 0.03% 0.03% 1081 0 0.0% Q2 2026 Jul 14, 2026
Procyon Advisors, LLC History No change 5,657 447 0.02% 0.02% 1082 0 0.0% Q2 2026 Jul 09, 2026
Plotkin Financial Advisors, LLC History No change 5,659 447 0.19% 0.19% 1083 0 0.0% Q2 2026 Aug 14, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,621 444 0.05% 0.05% 1084 0 0.0% Q2 2026 Jul 23, 2026
Carnegie Investment Counsel History No change 5,614 443 0.01% 0.01% 1085 0 0.0% Q2 2026 Jul 30, 2026
Security Financial Services, INC. History No change 5,590 441 0.06% 0.06% 1086 0 0.0% Q2 2026 Jul 15, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,573 440 0.05% 0.05% 1087 0 0.0% Q2 2026 Aug 13, 2026
ARWA LLC History No change 5,601 440 0.18% 0.18% 1088 0 0.0% Q2 2026 Jul 24, 2026
KEYVANTAGE WEALTH, LLC History No change 5,550 438 0.17% 0.17% 1089 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Advisory, LLC History No change 5,524 436 0.04% 0.04% 1090 0 0.0% Q2 2026 Jul 29, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 5,582 431 0.2% 0.25% 1091 -1,052 -15.86% Q3 2026 Oct 09, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 5,433 429 0.12% 0.12% 1092 0 0.0% Q2 2026 Aug 07, 2026
SOA Wealth Advisors, LLC. History No change 5,422 428 0.07% 0.07% 1093 0 0.0% Q2 2026 Jul 21, 2026
TrustWell Financial Advisors, LLC History No change 5,405 427 0.36% 0.36% 1094 0 0.0% Q2 2026 Jul 22, 2026
Seelaus Asset Management LLC History No change 5,385 425 0.3% 0.3% 1095 0 0.0% Q2 2026 Jul 16, 2026
HANCOCK WHITNEY CORP History No change 5,333 421 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 5,363 414 0.12% 0.01% 1099 +4,946 1186.09% Q3 2026 Oct 07, 2026
CV Advisors LLC History No change 5,267 414 0.08% 0.08% 1097 0 0.0% Q2 2026 Jul 21, 2026
Darrow Company, Inc. History No change 5,249 414 0.16% 0.16% 1098 0 0.0% Q2 2026 Jul 29, 2026
Carter Financial Group, INC. History No change 5,237 413 0.21% 0.21% 1100 0 0.0% Q2 2026 Jul 30, 2026
Barnes Wealth Management Group, Inc History No change 5,197 410 0.19% 0.19% 1101 0 0.0% Q2 2026 Jul 24, 2026
Anson Capital, Inc. History No change 5,167 408 0.27% 0.27% 1102 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 5,150 407 0.03% 0.03% 1103 0 0.0% Q2 2026 Jul 28, 2026
SC&H Financial Advisors, Inc. History No change 5,144 406 0.05% 0.05% 1104 0 0.0% Q2 2026 Aug 04, 2026
IEQ CAPITAL, LLC History No change 5,104 403 0.0% 0.0% 1105 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 5,089 402 0.03% 0.03% 1106 0 0.0% Q2 2026 Aug 13, 2026
DMC Group, LLC History No change 5,093 402 0.28% 0.28% 1107 0 0.0% Q2 2026 Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 5,071 400 0.03% 0.03% 1108 0 0.0% Q2 2026 Aug 13, 2026
Saxony Capital Management, LLC History No change 5,067 400 0.18% 0.18% 1109 0 0.0% Q2 2026 Jul 15, 2026
SG Americas Securities, LLC History No change 5,041 398 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 07, 2026
Garde Capital, Inc. History No change 5,041 398 0.02% 0.02% 1111 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 5,000 395 0.03% 0.03% 1112 0 0.0% Q2 2026 Jul 21, 2026
Centurion Wealth Management LLC History No change 5,003 395 0.09% 0.09% 1113 0 0.0% Q2 2026 Jul 09, 2026
Crews Bank & Trust History No change 4,976 393 0.05% 0.05% 1114 0 0.0% Q2 2026 Jul 16, 2026
Main Management LLC History No change 4,954 392 0.03% 0.03% 1115 0 0.0% Q2 2026 Aug 14, 2026
Index Fund Advisors, Inc. History No change 4,939 390 0.02% 0.02% 1116 0 0.0% Q2 2026 Aug 12, 2026
1492 Capital Management LLC History No change 4,932 389 0.11% 0.11% 1117 0 0.0% Q2 2026 Aug 11, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 4,930 389 0.19% 0.19% 1118 0 0.0% Q2 2026 Jul 07, 2026
Future Financial Wealth Managment LLC History No change 4,950 388 0.24% 0.24% 1119 0 0.0% Q2 2026 Jul 24, 2026
Stonebridge Financial Group, LLC History Added to 5,011 387 0.03% 0.03% 1121 +75 1.52% Q3 2026 Oct 01, 2026
Secure Asset Management, LLC History No change 4,907 387 0.05% 0.05% 1120 0 0.0% Q2 2026 Jul 15, 2026
United Advisor Group, LLC History No change 4,873 385 0.04% 0.04% 1122 0 0.0% Q2 2026 Jul 29, 2026
FLC Capital Advisors History No change 4,860 384 0.06% 0.06% 1123 0 0.0% Q2 2026 Jul 20, 2026
GenTrust, LLC History No change 4,844 382 0.01% 0.01% 1124 0 0.0% Q2 2026 Aug 06, 2026
Churchill Financial Advisors, LLC History No change 4,833 381 0.07% 0.07% 1125 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 4,805 379 0.06% 0.06% 1126 0 0.0% Q2 2026 Jul 24, 2026
Verum Partners LLC History No change 4,771 377 0.06% 0.06% 1127 0 0.0% Q2 2026 Jul 22, 2026
Midwest Financial Group LLC History No change 4,778 377 0.13% 0.13% 1128 0 0.0% Q2 2026 Jul 21, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 4,774 377 0.26% 0.26% 1129 0 0.0% Q2 2026 Jul 15, 2026
Praetorian Wealth Management, Inc. History No change 4,768 376 0.06% 0.06% 1130 0 0.0% Q2 2026 Jul 07, 2026
RAM Investment Partners, LLC History No change 4,753 375 0.06% 0.06% 1131 0 0.0% Q2 2026 Jul 29, 2026
Chicago Capital, LLC History No change 4,739 374 0.01% 0.01% 1132 0 0.0% Q2 2026 Jul 27, 2026
Gilbert Capital Group, Inc. History No change 4,734 374 0.26% 0.26% 1133 0 0.0% Q2 2026 Jul 13, 2026
EQ WEALTH ADVISORS, LLC History No change 4,745 374 0.21% 0.21% 1134 0 0.0% Q2 2026 Jul 24, 2026
Raab & Moskowitz Asset Management LLC History No change 4,726 373 0.08% 0.08% 1135 0 0.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History No change 4,710 372 0.01% 0.01% 1136 0 0.0% Q2 2026 Jul 22, 2026
Essential Planning, LLC. History No change 4,693 370 0.1% 0.1% 1137 0 0.0% Q2 2026 Aug 03, 2026
Downshift Financial, LLC History No change 4,677 369 0.17% 0.17% 1138 0 0.0% Q2 2026 Aug 12, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 4,657 368 0.01% 0.01% 1139 0 0.0% Q2 2026 Aug 13, 2026
Ridgewood Investments LLC History No change 4,775 368 0.14% 0.14% 1140 0 0.0% Q3 2026 Oct 05, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,650 367 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,656 367 0.02% 0.02% 1142 0 0.0% Q2 2026 Aug 05, 2026
Navigation Wealth Management, Inc. History No change 4,624 365 0.5% 0.5% 1143 0 0.0% Q2 2026 Jul 16, 2026
CLARIS ADVISORS, LLC / MO / History No change 4,631 365 0.1% 0.1% 1144 0 0.0% Q2 2026 Jul 21, 2026
Life Planning Partners, Inc History No change 4,621 365 0.27% 0.27% 1145 0 0.0% Q2 2026 Jul 21, 2026
HOGE FINANCIAL SERVICES, LLC History No change 4,630 365 0.17% 0.17% 1146 0 0.0% Q2 2026 Jul 29, 2026
Altiora Financial Group, LLC History No change 4,608 364 0.06% 0.06% 1147 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 4,586 362 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 17, 2026
Facet Wealth, Inc. History No change 4,480 354 0.01% 0.01% 1149 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 4,487 354 0.04% 0.04% 1150 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 4,465 352 0.15% 0.15% 1151 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 4,447 351 0.0% 0.0% 1152 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 4,452 351 0.04% 0.04% 1153 0 0.0% Q2 2026 Jul 20, 2026
Invariant Investment Management History No change 4,555 350 0.2% 0.21% 1154 0 0.0% Q3 2026 Oct 08, 2026
Portfolio Resources Advisor Group, Inc. History No change 4,434 350 0.3% 0.3% 1155 0 0.0% Q2 2026 Jul 29, 2026
Advisory Solutions Group, LLC History No change 4,431 350 0.12% 0.12% 1156 0 0.0% Q2 2026 Jul 29, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 4,393 347 0.02% 0.02% 1157 0 0.0% Q2 2026 Jul 24, 2026
Aspetuck Financial Management LLC History No change 4,400 347 0.2% 0.2% 1158 0 0.0% Q2 2026 Aug 11, 2026
SWEENEY & MICHEL, LLC History No change 4,356 342 0.09% 0.09% 1159 0 0.0% Q2 2026 Aug 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 4,319 341 0.04% 0.04% 1160 0 0.0% Q2 2026 Jul 13, 2026
IVC Wealth Advisors LLC History No change 4,285 338 0.13% 0.13% 1161 0 0.0% Q2 2026 Jul 14, 2026
ASPIRIANT, LLC History No change 4,259 336 0.01% 0.01% 1162 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History Added to 4,339 335 0.01% 0.01% 1166 +164 3.93% Q3 2026 Oct 08, 2026
Trilogy Capital Inc. History No change 4,242 335 0.01% 0.01% 1163 0 0.0% Q2 2026 Jul 02, 2026
Quantinno Capital Management LP History No change 4,242 335 0.0% 0.0% 1164 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 4,249 335 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 11, 2026
Pacific Point Advisors, LLC History No change 4,250 335 0.15% 0.15% 1167 0 0.0% Q2 2026 Jul 24, 2026
FIRST FOUNDATION ADVISORS History No change 4,215 333 0.01% 0.01% 1168 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 4,198 331 0.03% 0.03% 1169 0 0.0% Q2 2026 Jul 22, 2026
Compass Financial Group, INC/SD History No change 4,198 331 0.04% 0.04% 1170 0 0.0% Q2 2026 Aug 04, 2026
Portland Financial Advisors Inc History No change 4,195 331 0.6% 0.6% 1171 0 0.0% Q2 2026 Aug 10, 2026
Hershey Financial Advisers, LLC History No change 4,188 330 0.24% 0.24% 1172 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 4,159 328 0.04% 0.04% 1173 0 0.0% Q2 2026 Jul 09, 2026
Meriwether Wealth & Planning, LLC History No change 4,131 326 0.16% 0.16% 1174 0 0.0% Q2 2026 Jul 08, 2026
Synergy Investment Management, LLC History No change 4,131 324 0.08% 0.08% 1175 0 0.0% Q2 2026 Aug 14, 2026
GARRISON POINT ADVISORS, LLC History No change 4,075 322 0.13% 0.13% 1176 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 4,024 318 0.02% 0.02% 1177 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 4,032 318 0.02% 0.02% 1178 0 0.0% Q2 2026 Jul 27, 2026
Element Wealth, LLC History No change 4,029 318 0.12% 0.12% 1179 0 0.0% Q2 2026 Aug 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 4,128 317 0.09% 0.1% 1181 +1 0.02% Q3 2026 Oct 09, 2026
Pine Haven Investment Counsel, Inc History No change 4,014 317 0.21% 0.21% 1180 0 0.0% Q2 2026 Jul 08, 2026
Matisse Capital History No change 4,000 316 0.13% 0.13% 1182 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 4,002 316 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 03, 2026
BCS Private Wealth Management, Inc. History No change 4,008 316 0.1% 0.1% 1184 0 0.0% Q2 2026 Jul 31, 2026
Faithward Advisors, LLC History No change 3,979 314 0.04% 0.04% 1185 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Family Office, LLC History No change 3,974 314 0.16% 0.16% 1186 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bank & Trust History No change 3,971 313 0.06% 0.06% 1187 0 0.0% Q2 2026 Aug 03, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 3,929 310 0.01% 0.01% 1188 0 0.0% Q2 2026 Jul 17, 2026
White Knight Strategic Wealth Advisors, LLC History No change 3,925 310 0.22% 0.22% 1189 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 3,934 310 0.03% 0.03% 1190 0 0.0% Q2 2026 Aug 06, 2026
Keebeck Wealth Management History No change 3,900 308 0.03% 0.03% 1191 0 0.0% Q2 2026 Aug 11, 2026
Fonville Wealth Management LLC History No change 3,877 306 0.05% 0.05% 1192 0 0.0% Q2 2026 Jul 28, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 3,872 306 0.06% 0.06% 1193 0 0.0% Q2 2026 Jul 22, 2026
WealthShield Partners, LLC History No change 3,868 305 0.05% 0.05% 1194 0 0.0% Q2 2026 Aug 12, 2026
Cunning Capital Partners, LP History No change 3,850 304 0.12% 0.12% 1195 0 0.0% Q2 2026 Aug 11, 2026
Forefront Wealth Partners, LLC History No change 3,845 303 0.09% 0.09% 1196 0 0.0% Q2 2026 Aug 20, 2026
Williams Jones Wealth Management, LLC. History No change 3,798 300 0.0% 0.0% 1197 0 0.0% Q2 2026 Aug 05, 2026
Great Waters Wealth Management History Added to 3,866 298 0.03% 0.03% 1198 +427 12.42% Q3 2026 Oct 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 3,733 295 0.18% 0.18% 1199 0 0.0% Q2 2026 Jul 29, 2026
Community Bank, N.A. History No change 3,732 294 0.03% 0.03% 1200 0 0.0% Q2 2026 Aug 13, 2026
Liberty Capital Management, Inc. History No change 3,719 293 0.05% 0.05% 1201 0 0.0% Q2 2026 Jul 17, 2026
Brookwood Investment Group LLC History No change 3,660 289 0.03% 0.03% 1202 0 0.0% Q2 2026 Jul 23, 2026
HANOVER ADVISORS INC History No change 3,632 287 0.1% 0.1% 1203 0 0.0% Q2 2026 Aug 12, 2026
Wayfinding Financial, LLC History No change 3,644 287 0.11% 0.11% 1204 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 3,629 286 0.03% 0.03% 1205 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 3,619 286 0.01% 0.01% 1206 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Capital Management, LLC History No change 3,614 286 0.07% 0.07% 1207 0 0.0% Q2 2026 Aug 13, 2026
Mullaney, Keating & Wright, Inc. History No change 3,631 286 0.14% 0.14% 1208 0 0.0% Q2 2026 Jul 14, 2026
First Heartland Consultants, Inc. History Reduced 3,692 285 0.02% 0.02% 1209 -772 -17.29% Q3 2026 Oct 08, 2026
Strategic Wealth Partners, Ltd. History No change 3,592 283 0.02% 0.02% 1210 0 0.0% Q2 2026 Aug 12, 2026
Latko Wealth Management, Ltd. History No change 3,575 282 0.12% 0.12% 1211 0 0.0% Q2 2026 Jul 24, 2026
Penobscot Investment Management Company, Inc. History No change 3,565 281 0.02% 0.02% 1212 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 3,542 279 0.02% 0.02% 1213 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 3,526 279 0.01% 0.01% 1214 0 0.0% Q2 2026 Aug 12, 2026
Accel Wealth Management History No change 3,519 278 0.06% 0.06% 1215 0 0.0% Q2 2026 Jul 10, 2026
Signal Advisors Wealth, LLC History No change 3,519 278 0.01% 0.01% 1216 0 0.0% Q2 2026 Aug 04, 2026
COMMONS CAPITAL, LLC History No change 3,506 277 0.19% 0.19% 1217 0 0.0% Q2 2026 Jul 30, 2026
Opus Financial Solutions LLC History No change 3,507 277 0.22% 0.22% 1218 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 3,577 276 0.02% 0.02% 1219 0 0.0% Q3 2026 Oct 09, 2026
Biltmore Family Office, LLC History No change 3,465 273 0.04% 0.04% 1220 0 0.0% Q2 2026 Aug 12, 2026
American Investment Services, Inc. History No change 3,430 271 0.06% 0.06% 1221 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Advisory Group LLC History No change 3,441 271 0.02% 0.02% 1222 0 0.0% Q2 2026 Jul 17, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,410 269 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 3,405 269 0.02% 0.02% 1224 0 0.0% Q2 2026 Jul 28, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 3,350 264 0.14% 0.14% 1225 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History No change 3,333 263 0.02% 0.02% 1226 0 0.0% Q2 2026 Jul 20, 2026
Strid Group, LLC History No change 3,261 257 0.03% 0.03% 1227 0 0.0% Q2 2026 Jul 23, 2026
Dakota Wealth Management History No change 3,258 257 0.0% 0.0% 1228 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 3,258 257 0.01% 0.01% 1229 0 0.0% Q2 2026 Jul 22, 2026
Elm Partners Management LLC History No change 3,255 257 0.01% 0.01% 1230 0 0.0% Q2 2026 Oct 07, 2026
TOWNSQUARE CAPITAL LLC History No change 3,263 257 0.05% 0.05% 1231 0 0.0% Q2 2026 Aug 14, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 3,258 257 0.16% 0.16% 1232 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 3,252 257 0.05% 0.05% 1233 0 0.0% Q2 2026 Aug 04, 2026
Adventist Health System/ West History No change 3,232 255 0.04% 0.04% 1234 0 0.0% Q2 2026 Aug 14, 2026
Triton Financial Group Inc History No change 3,236 255 0.15% 0.15% 1235 0 0.0% Q2 2026 Aug 17, 2026
Investors Research Corp History Added to 3,270 252 0.04% 0.04% 1236 +96 3.02% Q3 2026 Oct 07, 2026
Tyche Wealth Partners LLC History No change 3,180 251 0.04% 0.04% 1237 0 0.0% Q2 2026 Aug 06, 2026
Graney & King, LLC History No change 3,188 251 0.09% 0.09% 1238 0 0.0% Q2 2026 Aug 07, 2026
Kelsey Financial, LLC History No change 3,169 250 0.19% 0.19% 1239 0 0.0% Q2 2026 Aug 10, 2026
McHugh Group, LLC History No change 3,164 250 0.13% 0.13% 1240 0 0.0% Q2 2026 Jul 16, 2026
ST GERMAIN D J CO INC History No change 3,153 249 0.01% 0.01% 1241 0 0.0% Q2 2026 Jul 21, 2026
Harvest Investment Services, LLC History No change 3,155 249 0.04% 0.04% 1242 0 0.0% Q2 2026 Aug 14, 2026
Bigelow Investment Advisors, LLC History No change 3,158 249 0.09% 0.09% 1243 0 0.0% Q2 2026 Jul 30, 2026
SMART Wealth LLC History No change 3,151 249 0.05% 0.05% 1244 0 0.0% Q2 2026 Aug 05, 2026
Forum Finance Group S.A. History No change 3,903 249 0.09% 0.09% 1245 0 0.0% Q2 2026 Aug 14, 2026
American Institute for Advanced Investment Management, LLP History No change 3,147 248 0.14% 0.14% 1246 0 0.0% Q2 2026 Jul 21, 2026
Allie Family Office LLC History No change 3,146 248 0.09% 0.09% 1247 0 0.0% Q2 2026 Oct 02, 2026
Cornerstone Wealth, LLC/TN History No change 3,160 248 0.13% 0.13% 1248 0 0.0% Q2 2026 Jul 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,113 247 0.07% 0.07% 1249 0 0.0% Q2 2026 Jul 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,135 247 0.0% 0.0% 1250 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History No change 3,143 247 0.03% 0.03% 1251 0 0.0% Q2 2026 Jul 08, 2026
PVG ASSET MANAGEMENT CORP History No change 3,118 246 0.14% 0.14% 1252 0 0.0% Q2 2026 Jul 01, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 3,107 246 0.0% 0.0% 1253 0 0.0% Q2 2026 Aug 11, 2026
SageGuard Financial Group, LLC History No change 3,119 246 0.03% 0.03% 1254 0 0.0% Q2 2026 Jul 27, 2026
First International Bank of Israel Ltd. History No change 3,106 245 0.07% 0.07% 1255 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 3,097 244 0.02% 0.02% 1256 0 0.0% Q2 2026 Jul 16, 2026
JANE STREET GROUP, LLC History No change 3,100 244 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 14, 2026
Covenant Asset Management, LLC History No change 3,095 244 0.04% 0.04% 1258 0 0.0% Q2 2026 Jul 20, 2026
Glen Eagle Advisors, LLC History No change 3,093 244 0.03% 0.03% 1259 0 0.0% Q2 2026 Aug 14, 2026
Coastline Trust Co History Reduced 3,152 243 0.02% 0.02% 1260 -302 -8.74% Q3 2026 Oct 01, 2026
Windsor Capital Management, LLC History No change 3,083 243 0.06% 0.06% 1261 0 0.0% Q2 2026 Jul 08, 2026
CRA Financial Services, LLC History No change 3,081 243 0.03% 0.03% 1262 0 0.0% Q2 2026 Jul 24, 2026
United Community Bank History No change 3,084 243 0.08% 0.08% 1263 0 0.0% Q2 2026 Aug 13, 2026
KINTRA WEALTH, LLC History No change 3,087 242 0.01% 0.01% 1264 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 3,044 240 0.01% 0.01% 1265 0 0.0% Q2 2026 Jul 24, 2026
Shared Vision Wealth Group LLC History No change 3,049 240 0.08% 0.08% 1266 0 0.0% Q2 2026 Jul 31, 2026
Harrington Investments, INC History No change 3,000 237 0.11% 0.11% 1267 0 0.0% Q2 2026 Jul 23, 2026
M1 Capital Management LLC History No change 3,006 237 0.09% 0.09% 1268 0 0.0% Q2 2026 Aug 11, 2026
SVB WEALTH LLC History No change 2,994 236 0.01% 0.01% 1269 0 0.0% Q2 2026 Jul 17, 2026
Activest Wealth Management History No change 2,994 236 0.05% 0.05% 1270 0 0.0% Q2 2026 Jul 16, 2026
Silver Oak Advisory Group, Inc. History No change 2,988 236 0.09% 0.09% 1271 0 0.0% Q2 2026 Jul 31, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,993 236 0.02% 0.02% 1272 0 0.0% Q2 2026 Jul 27, 2026
Vantus Wealth LLC History No change 2,995 236 0.13% 0.13% 1273 0 0.0% Q2 2026 Aug 07, 2026
Schaeffer Financial LLC History No change 2,973 234 0.18% 0.18% 1274 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 2,955 233 0.03% 0.03% 1275 0 0.0% Q2 2026 Jul 23, 2026
McKinley Carter Wealth Services, Inc. History No change 2,938 232 0.01% 0.01% 1276 0 0.0% Q2 2026 Jul 28, 2026
WealthPLAN Partners, LLC History No change 2,937 232 0.04% 0.04% 1277 0 0.0% Q2 2026 Jul 28, 2026
Duncan Williams Asset Management, LLC History No change 2,899 229 0.05% 0.05% 1278 0 0.0% Q2 2026 Jul 22, 2026
PRAIRIE ADVISORY, LLC History No change 2,901 229 0.05% 0.05% 1279 0 0.0% Q2 2026 Jul 20, 2026
BLB&B Advisors, LLC History No change 2,890 228 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 05, 2026
Investmark Advisory Group LLC History No change 2,887 228 0.09% 0.09% 1281 0 0.0% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History No change 2,886 228 0.01% 0.01% 1282 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History New 2,939 227 0.05% — 1284 +2,939 New Q3 2026 Oct 08, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 2,951 227 0.02% 0.02% 1283 -100 -3.28% Q3 2026 Oct 08, 2026
EXCALIBUR MANAGEMENT CORP History No change 2,868 226 0.07% 0.07% 1285 0 0.0% Q2 2026 Aug 03, 2026
Cannon Financial Strategists, Inc. History No change 2,811 222 0.03% 0.03% 1286 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 2,798 221 0.02% 0.02% 1287 0 0.0% Q2 2026 Jul 07, 2026
Opus Capital Group, LLC History No change 2,787 220 0.02% 0.02% 1288 0 0.0% Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History No change 2,788 220 0.02% 0.02% 1289 0 0.0% Q2 2026 Jul 17, 2026
Archer Investment Corp History No change 2,773 219 0.04% 0.04% 1290 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 2,762 218 0.01% 0.01% 1291 0 0.0% Q2 2026 Jul 23, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 2,748 217 0.05% 0.05% 1292 0 0.0% Q2 2026 Aug 12, 2026
Genesis Wealth Advisors, LLC History No change 2,753 217 0.13% 0.13% 1293 0 0.0% Q2 2026 Aug 07, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 2,740 216 0.19% 0.19% 1294 0 0.0% Q2 2026 Jul 09, 2026
KM Capital Management Ltd. History No change 2,726 215 0.1% 0.1% 1295 0 0.0% Q2 2026 Aug 14, 2026
Navalign, LLC History No change 2,716 214 0.05% 0.05% 1296 0 0.0% Q2 2026 Jul 27, 2026
Bravias Capital Group, LLC History No change 2,709 214 0.13% 0.13% 1297 0 0.0% Q2 2026 Jul 30, 2026
Clearstead Trust, LLC History No change 2,698 213 0.03% 0.03% 1298 0 0.0% Q2 2026 Aug 06, 2026
WORLD EQUITY GROUP, INC. History No change 2,683 212 0.05% 0.05% 1299 0 0.0% Q2 2026 Jul 09, 2026
EPIQ PARTNERS, LLC History New 2,719 210 0.09% — 1300 +2,719 New Q3 2026 Oct 07, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 2,650 209 0.03% 0.03% 1301 0 0.0% Q2 2026 Jul 21, 2026
M3 Advisory Group, LLC History No change 2,648 209 0.11% 0.11% 1302 0 0.0% Q2 2026 Jul 24, 2026
Madrid Wealth Management, LLC History No change 2,650 209 0.14% 0.14% 1303 0 0.0% Q2 2026 Jul 31, 2026
Paladin Partners, LLC History No change 2,709 209 0.13% 0.14% 1304 0 0.0% Q3 2026 Oct 06, 2026
FF Advisors,LLC History No change 2,644 208 0.08% 0.08% 1305 0 0.0% Q2 2026 Jul 29, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,629 207 0.03% 0.03% 1306 0 0.0% Q2 2026 Jul 27, 2026
LVW Advisors, LLC History No change 2,616 206 0.02% 0.02% 1307 0 0.0% Q2 2026 Jul 15, 2026
Capital Analysts, LLC History No change 2,607 206 0.0% 0.0% 1308 0 0.0% Q2 2026 Aug 05, 2026
Stratos Wealth Advisors, LLC History No change 2,590 204 0.01% 0.01% 1309 0 0.0% Q2 2026 Aug 11, 2026
STRATEGY ASSET MANAGERS LLC History No change 2,579 203 0.03% 0.03% 1310 0 0.0% Q2 2026 Aug 14, 2026
Truvestments Capital LLC History No change 2,576 203 0.03% 0.03% 1311 0 0.0% Q2 2026 Aug 12, 2026
RETIREMENT GUYS FORMULA LLC History No change 2,576 203 0.08% 0.08% 1312 0 0.0% Q2 2026 Jul 30, 2026
Fidelis Wealth Advisors LLC History No change 2,576 203 0.3% 0.3% 1313 0 0.0% Q2 2026 Aug 13, 2026
JCIC Asset Management Inc. History No change 2,560 202 0.06% 0.06% 1314 0 0.0% Q2 2026 Jul 17, 2026
Tranquility Partners, LLC History No change 2,559 202 0.07% 0.07% 1315 0 0.0% Q2 2026 Jul 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,566 202 0.09% 0.09% 1316 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 2,556 202 0.01% 0.01% 1317 0 0.0% Q2 2026 Jul 27, 2026
YCG, LLC History No change 2,543 200 0.02% 0.02% 1318 0 0.0% Q2 2026 Aug 12, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 2,503 197 0.07% 0.07% 1319 0 0.0% Q2 2026 Jul 22, 2026
Nalls Sherbakoff Group, LLC History No change 2,490 196 0.14% 0.14% 1320 0 0.0% Q2 2026 Aug 17, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 2,425 190 0.04% 0.04% 1321 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 2,344 184 0.02% 0.02% 1322 0 0.0% Q2 2026 Jul 29, 2026
Gold Investment Management Ltd. History No change 2,288 180 0.05% 0.05% 1323 0 0.0% Q2 2026 Aug 05, 2026
United Financial Planning Group LLC History No change 2,237 176 0.09% 0.09% 1324 0 0.0% Q2 2026 Aug 06, 2026
Kroeger Financial Partners History No change 2,211 174 0.17% 0.17% 1325 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History Reduced 2,197 169 0.1% 0.21% 1326 -2,765 -55.72% Q3 2026 Oct 09, 2026
Godfrey Financial Associates, Inc. History No change 2,112 166 0.13% 0.13% 1327 0 0.0% Q2 2026 Aug 11, 2026
Founders Financial Alliance, LLC History No change 2,080 164 0.02% 0.02% 1328 0 0.0% Q2 2026 Aug 04, 2026
Wellington Shields & Co., LLC History No change 2,000 158 0.04% 0.04% 1329 0 0.0% Q2 2026 Aug 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 1,987 157 0.03% 0.03% 1330 0 0.0% Q2 2026 Jul 09, 2026
NVWM, LLC History No change 1,936 153 0.03% 0.03% 1331 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Investment Management History No change 1,939 153 0.05% 0.05% 1332 0 0.0% Q2 2026 Aug 06, 2026
Palouse Capital Management, Inc. History No change 1,912 151 0.09% 0.09% 1333 0 0.0% Q2 2026 Jul 08, 2026
Advisors Asset Management, Inc. History No change 1,907 150 0.0% 0.0% 1334 0 0.0% Q2 2026 Aug 13, 2026
ENTRUST FINANCIAL LLC History No change 1,891 149 0.1% 0.1% 1335 0 0.0% Q2 2026 Jul 20, 2026
Guardian Partners Inc. History No change 1,808 142 0.01% 0.01% 1336 0 0.0% Q2 2026 Jul 29, 2026
SFAM, LLC History No change 1,789 141 0.12% 0.12% 1337 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 1,795 141 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 21, 2026
Pacifica Partners Inc. History No change 1,779 137 0.04% 0.04% 1339 0 0.0% Q3 2026 Oct 08, 2026
Westchester Capital Management, Inc. History No change 1,715 135 0.02% 0.02% 1340 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 1,650 130 0.0% 0.0% 1341 0 0.0% Q2 2026 Jul 23, 2026
PINNEY & SCOFIELD, INC. History No change 1,652 130 0.06% 0.06% 1342 0 0.0% Q2 2026 Aug 07, 2026
TOMPKINS FINANCIAL CORP History No change 1,660 128 0.01% 0.01% 1343 0 0.0% Q3 2026 Oct 05, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,622 128 0.09% 0.09% 1344 0 0.0% Q2 2026 Aug 05, 2026
Hickory Point Bank & Trust History No change 1,526 117 0.07% 0.07% 1345 0 0.0% Q3 2026 Oct 01, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,428 112 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 16, 2026
BankPlus Trust Department History No change 1,400 110 0.03% 0.03% 1347 0 0.0% Q2 2026 Jul 28, 2026
Align Financial, LLC History No change 1,397 110 0.05% 0.05% 1348 0 0.0% Q2 2026 Jul 27, 2026
WPG Advisers, LLC History No change 1,391 109 0.06% 0.06% 1349 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 1,360 107 0.0% 0.0% 1350 0 0.0% Q2 2026 Aug 10, 2026
PALLADIEM, LLC History No change 1,350 106 0.1% 0.1% 1351 0 0.0% Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 1,349 106 0.04% 0.04% 1352 0 0.0% Q2 2026 Aug 21, 2026
Mascoma Wealth Management LLC History No change 1,325 104 0.02% 0.02% 1353 0 0.0% Q2 2026 Jul 24, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,240 97 0.04% 0.04% 1354 0 0.0% Q2 2026 Aug 05, 2026
Tower View Wealth Management LLC History No change 1,226 96 0.04% 0.04% 1355 0 0.0% Q2 2026 Jul 24, 2026
Harbor Asset Planning, Inc. History No change 1,222 96 0.07% 0.07% 1356 0 0.0% Q2 2026 Jul 22, 2026
MOTCO History No change 1,200 94 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 31, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,150 90 0.2% 0.2% 1358 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History New 1,108 86 0.0% — 1359 +1,108 New Q3 2026 Oct 02, 2026
Ares Financial Consulting, LLC History No change 1,079 85 0.06% 0.06% 1360 0 0.0% Q2 2026 Jul 09, 2026
Midway Capital Research & Management History No change 1,000 79 0.06% 0.06% 1361 0 0.0% Q2 2026 Jul 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 982 77 0.01% 0.01% 1362 0 0.0% Q2 2026 Jul 27, 2026
Front Row Advisors LLC History No change 936 73 0.02% 0.02% 1363 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 916 72 0.02% 0.02% 1364 0 0.0% Q2 2026 Jul 15, 2026
Wellington Shields Capital Management, LLC History No change 908 71 0.01% 0.01% 1365 0 0.0% Q2 2026 Aug 10, 2026
HighMark Wealth Management LLC History No change 875 69 0.02% 0.02% 1366 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 840 66 0.02% 0.02% 1367 0 0.0% Q2 2026 Jul 23, 2026
Hara Capital LLC History No change 844 66 0.03% 0.03% 1368 0 0.0% Q2 2026 Aug 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 814 64 0.04% 0.04% 1369 0 0.0% Q2 2026 Jul 14, 2026
MCF Advisors LLC History No change 795 62 0.0% 0.0% 1370 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 735 58 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 737 58 0.02% 0.02% 1372 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 725 57 0.0% 0.0% 1373 0 0.0% Q2 2026 Jul 30, 2026
Kingdom Financial Group LLC. History No change 733 57 0.01% 0.01% 1374 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 725 57 0.01% 0.01% 1375 0 0.0% Q2 2026 Sep 25, 2026
Medallion Wealth Advisors, LLC History No change 712 56 0.02% 0.02% 1376 0 0.0% Q2 2026 Aug 14, 2026
Canton Hathaway, LLC History No change 700 55 0.01% 0.01% 1377 0 0.0% Q2 2026 Aug 05, 2026
Bangor Savings Bank History No change 689 53 0.0% 0.0% 1378 0 0.0% Q3 2026 Oct 06, 2026
Trifecta Capital Advisors, LLC History No change 668 52 0.01% 0.01% 1379 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, Inc. History No change 610 48 0.0% 0.0% 1380 0 0.0% Q2 2026 Aug 10, 2026
Blume Capital Management, Inc. History No change 610 48 0.01% 0.01% 1381 0 0.0% Q2 2026 Jul 27, 2026
Pioneer Family Office, LLC History No change 617 48 0.02% 0.02% 1382 0 0.0% Q2 2026 Jul 27, 2026
BALLAST ADVISORS LLC History No change 586 46 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 12, 2026
Cape Investment Advisory, Inc. History No change 583 46 0.01% 0.01% 1384 0 0.0% Q2 2026 Jul 23, 2026
MASECO LLP History No change 561 44 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 05, 2026
EPG Wealth Management LLC History No change 557 43 0.01% 0.01% 1386 0 0.0% Q2 2026 Jul 28, 2026
Hurley Capital, LLC History No change 540 42 0.02% 0.02% 1387 0 0.0% Q2 2026 Aug 10, 2026
NBH Bank History No change 520 41 0.02% 0.02% 1388 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 514 40 0.0% 0.0% 1389 0 0.0% Q2 2026 Jul 22, 2026
Avion Wealth History No change 500 39 0.01% 0.01% 1390 0 0.0% Q2 2026 Jul 31, 2026
Olistico Wealth, LLC History New 473 36 0.02% — 1392 +473 New Q3 2026 Oct 05, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 467 36 0.01% — 1391 +467 New Q3 2026 Oct 07, 2026
WOLFF WIESE MAGANA LLC History No change 414 32 0.01% 0.01% 1393 0 0.0% Q2 2026 Jul 13, 2026
Burk Holdings LLC History No change 410 32 0.01% 0.01% 1394 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 400 31 0.0% 0.0% 1395 0 0.0% Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 393 30 0.0% 0.0% 1396 0 0.0% Q2 2026 Aug 12, 2026
Costello Asset Management, INC History No change 357 28 0.01% 0.01% 1397 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 362 27 0.0% 0.0% 1398 0 0.0% Q3 2026 Oct 09, 2026
TFC Financial Management, Inc. History No change 304 24 0.0% 0.0% 1399 0 0.0% Q2 2026 Jul 23, 2026
LGT Financial Advisors LLC History No change 311 24 0.13% 0.13% 1400 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 299 23 0.01% 0.01% 1401 0 0.0% Q2 2026 Jul 27, 2026
Crewe Advisors LLC History No change 291 22 0.0% 0.0% 1402 0 0.0% Q2 2026 Jul 23, 2026
First Bancorp, Inc /ME/ History No change 278 21 0.01% 0.01% 1403 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History No change 275 21 0.0% 0.0% 1404 0 0.0% Q2 2026 Aug 07, 2026
Orion Capital Management LLC History No change 273 21 0.01% 0.01% 1405 0 0.0% Q2 2026 Aug 17, 2026
Capital Advisors, Ltd. LLC History No change 252 20 0.0% 0.0% 1406 0 0.0% Q2 2026 Jul 16, 2026
LifeSteps Financial, Inc. History No change 263 20 0.01% 0.01% 1407 0 0.0% Q2 2026 Jul 17, 2026
HBW ADVISORY SERVICES LLC History No change 252 19 0.0% 0.0% 1408 0 0.0% Q2 2026 Jul 16, 2026
Center for Financial Planning, Inc. History No change 250 19 0.0% 0.0% 1409 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 245 19 0.0% 0.0% 1410 0 0.0% Q2 2026 Aug 13, 2026
SIMA Wealth Partners, LLC History No change 247 19 0.01% 0.01% 1411 0 0.0% Q2 2026 Jul 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 233 18 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 07, 2026
S&T BANK/PA History No change 225 17 0.01% 0.01% 1413 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 226 17 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 207 16 0.01% 0.01% 1415 0 0.0% Q2 2026 Jul 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 200 15 0.01% 0.01% 1416 0 0.0% Q2 2026 Jul 21, 2026
Measured Wealth Private Client Group, LLC History No change 197 15 0.0% 0.0% 1417 0 0.0% Q2 2026 Aug 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 200 15 0.01% 0.01% 1418 0 0.0% Q2 2026 Aug 04, 2026
Hoese & Co LLP History No change 194 15 0.01% 0.01% 1419 0 0.0% Q2 2026 Jul 14, 2026
Covestor Ltd History No change 195 15 0.01% 0.01% 1420 0 0.0% Q2 2026 Aug 07, 2026
MilWealth Group LLC History No change 195 15 0.0% 0.0% 1421 0 0.0% Q2 2026 Aug 03, 2026
Kings Path Partners LLC History No change 193 15 0.0% 0.0% 1422 0 0.0% Q2 2026 Jul 14, 2026
High Note Wealth, LLC History No change 184 14 0.0% 0.0% 1423 0 0.0% Q2 2026 Jul 23, 2026
Westfuller Advisors, LLC History No change 180 14 0.01% 0.01% 1424 0 0.0% Q2 2026 Jul 29, 2026
Regatta Research & Money Management History No change 178 14 0.01% 0.01% 1425 0 0.0% Q2 2026 Aug 11, 2026
Towne Trust Company, N.A History No change 174 13 0.0% 0.0% 1426 0 0.0% Q2 2026 Jul 30, 2026
CBIZ Investment Advisory Services, LLC History No change 164 13 0.0% 0.0% 1427 0 0.0% Q2 2026 Aug 13, 2026
Paladin Advisory Group, LLC History No change 175 13 0.01% 0.01% 1428 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 158 12 0.0% 0.0% 1429 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 159 12 0.01% 0.01% 1430 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 157 12 0.02% 0.02% 1431 0 0.0% Q2 2026 Aug 13, 2026
Piscataqua Savings Bank History No change 150 11 0.01% 0.01% 1432 0 0.0% Q2 2026 Jul 09, 2026
Holos Integrated Wealth LLC History No change 137 10 0.0% 0.0% 1433 0 0.0% Q2 2026 Jul 15, 2026
Delos Wealth Advisors, LLC History No change 126 9 0.0% 0.0% 1434 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 116 9 0.0% 0.0% 1435 0 0.0% Q2 2026 Jul 30, 2026
Indiana Trust & Investment Management Co History No change 108 8 0.0% 0.0% 1436 0 0.0% Q2 2026 Jul 22, 2026
Horizon Investments, LLC History No change 94 7 0.0% 0.0% 1437 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 90 7 0.0% 0.0% 1438 0 0.0% Q2 2026 Aug 11, 2026
DHJJ Financial Advisors, Ltd. History No change 92 7 0.0% 0.0% 1439 0 0.0% Q2 2026 Jul 24, 2026
Bullseye Investment Management, LLC History No change 92 7 0.0% 0.0% 1440 0 0.0% Q2 2026 Sep 11, 2026
Millstone Evans Group, LLC History No change 96 7 0.0% 0.0% 1441 0 0.0% Q2 2026 Aug 11, 2026
KERR FINANCIAL PLANNING Corp History No change 92 7 0.01% 0.01% 1442 0 0.0% Q2 2026 Jul 02, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 94 7 0.0% 0.0% 1443 0 0.0% Q2 2026 Aug 11, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 84 6 0.0% 0.0% 1444 0 0.0% Q2 2026 Jul 29, 2026
Cedar Mountain Advisors, LLC History No change 82 6 0.0% 0.0% 1445 0 0.0% Q2 2026 Jul 02, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 75 5 0.0% 0.0% 1446 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 59 5 0.0% 0.0% 1447 0 0.0% Q2 2026 Aug 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 68 5 0.0% 0.0% 1448 0 0.0% Q2 2026 Jul 29, 2026
Salomon & Ludwin, LLC History No change 73 5 0.0% 0.0% 1449 0 0.0% Q2 2026 Aug 07, 2026
Concord Wealth Partners History No change 65 5 0.0% 0.0% 1450 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 70 5 0.0% 0.0% 1451 0 0.0% Q2 2026 Jul 13, 2026
Luminist Capital LLC History No change 58 4 0.0% 0.0% 1452 0 0.0% Q2 2026 Aug 07, 2026
Aventus Investment Advisors, Inc. History No change 54 4 0.0% 0.0% 1453 0 0.0% Q3 2026 Oct 09, 2026
Hanson & Doremus Investment Management History No change 37 3 0.0% 0.0% 1454 0 0.0% Q2 2026 Jul 29, 2026
TUCKER ASSET MANAGEMENT LLC History No change 38 3 0.0% 0.0% 1455 0 0.0% Q2 2026 Aug 27, 2026
New Republic Capital, LLC History No change 45 3 0.0% 0.0% 1456 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 40 3 0.0% 0.0% 1457 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 36 2 0.0% 0.0% 1458 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 27 2 0.0% 0.0% 1459 0 0.0% Q2 2026 Jul 20, 2026
Davis Capital Management History No change 31 2 0.0% 0.0% 1460 0 0.0% Q3 2026 Oct 08, 2026
Morling Financial Advisors, LLC History No change 35 2 0.0% 0.0% 1461 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 30 2 0.0% 0.0% 1462 0 0.0% Q2 2026 Aug 11, 2026
TIAA Wealth Investment Management LLC History No change 33 2 0.0% 0.0% 1463 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 18 1 0.0% 0.0% 1464 0 0.0% Q2 2026 Aug 06, 2026
NFSG Corp History No change 19 1 0.0% 0.0% 1465 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 19 1 0.0% 0.0% 1466 0 0.0% Q2 2026 Jul 21, 2026
LRI Investments, LLC History No change 20 1 0.0% 0.0% 1467 0 0.0% Q2 2026 Jul 14, 2026
Meramec Financial Planners, LLC History No change 20 1 0.0% 0.0% 1468 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 0.31% — -15,042 -100.0% Q3 2026 Oct 02, 2026
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.04% — -6,184 -100.0% Q3 2026 Oct 05, 2026
DLK Investment Management, LLC History Closed out 0 0 — 0.2% — -6,120 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.02% — -2,600 -100.0% Q3 2026 Oct 07, 2026
Dorato Capital Management History Closed out 0 0 — 0.05% — -969 -100.0% Q3 2026 Oct 08, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 — 0.01% — -369 -100.0% Q3 2026 Oct 07, 2026
Roxbury Financial LLC History Closed out 0 0 — 0.01% — -200 -100.0% Q3 2026 Oct 01, 2026
VALLEY NATIONAL ADVISERS INC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HOEY INVESTMENTS, INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
First Pacific Financial History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
SJS Investment Consulting Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Values First Advisors, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Premier Financial Group History No change 9 0 — — — 0 0.0% Q2 2026 Sep 18, 2026
Quest 10 Wealth Builders, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026