VANGUARD WORLD FUND - VGT

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 115,992,557 13,863,430 0.89% 0.89% 1 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 45,916 5,487,880 4.08% 4.08% 2 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 46,534,933 5,421,319 0.3% 0.3% 3 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 17,388,472 2,078,270 0.11% 0.11% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 12,326,837 1,473,303 0.24% 0.24% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 11,851,422 1,416,481 0.18% 0.18% 6 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 10,335,429 1,235,290 0.28% 0.28% 7 0 0.0% Q2 2026 Aug 07, 2026
PGIM Custom Harvest LLC History No change 6,813,664 814,369 10.2% 10.2% 8 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,683,406 798,800 0.22% 0.22% 9 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 6,003,836 717,579 0.11% 0.11% 10 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 5,070,432 606,015 0.62% 0.62% 11 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 4,852,350 580,182 0.12% 0.12% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,731,562 565,516 0.3% 0.3% 13 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 3,651,091 436,378 0.42% 0.42% 14 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,330,327 398,040 0.09% 0.09% 15 0 0.0% Q2 2026 Sep 23, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 3,327,214 397,668 2.98% 2.98% 16 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,300,602 394,487 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 3,247,737 388,171 0.32% 0.32% 18 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 2,787,472 333,158 0.3% 0.3% 19 0 0.0% Q2 2026 Aug 12, 2026
Copos Capital B.V. History No change 2,668,098 318,891 43.09% 43.09% 20 0 0.0% Q2 2026 Aug 12, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 2,421,267 289,390 1.41% 1.41% 21 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 2,376,374 284,024 0.44% 0.44% 22 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,338,976 279,554 0.14% 0.14% 23 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 2,335,977 279,196 0.54% 0.54% 24 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 2,190,521 261,901 0.31% 0.31% 25 0 0.0% Q2 2026 Aug 14, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History No change 2,172,703 259,681 50.91% 50.91% 26 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 2,082,247 248,870 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 2,005,312 239,674 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,791,427 214,111 0.19% 0.19% 29 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 1,746,873 208,786 0.57% 0.57% 30 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 1,686,700 201,594 0.02% 0.02% 31 0 0.0% Q2 2026 Sep 02, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 1,637,816 195,751 0.83% 0.83% 32 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 1,646,288 188,808 1.13% 1.13% 33 0 0.0% Q2 2026 Aug 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,534,304 183,379 0.23% 0.23% 34 0 0.0% Q2 2026 Jul 29, 2026
Compass Financial Group, INC/SD History No change 1,389,983 166,130 19.06% 19.06% 35 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,382,213 165,202 0.2% 0.2% 36 0 0.0% Q2 2026 Aug 19, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,378,822 164,797 0.38% 0.38% 37 0 0.0% Q2 2026 Jul 27, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 1,378,210 164,723 13.48% 13.48% 38 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 1,364,127 163,040 0.19% 0.19% 39 0 0.0% Q2 2026 Jul 28, 2026
TAIYO LIFE INSURANCE CO History No change 1,352,000 161,591 14.77% 14.77% 40 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 1,330,391 159,008 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,174,833 140,416 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,143,470 136,667 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 1,095,198 130,898 0.23% 0.23% 44 0 0.0% Q2 2026 Jul 30, 2026
71 West Capital Partners History No change 1,085,047 129,684 4.48% 4.48% 45 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History No change 1,034,424 123,633 0.36% 0.36% 46 0 0.0% Q2 2026 Aug 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,027,235 122,775 7.47% 7.47% 47 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD BANCORP History No change 969,149 115,832 0.19% 0.19% 48 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 957,077 114,389 0.23% 0.23% 49 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 934,244 111,660 0.17% 0.17% 50 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 912,145 109,019 2.22% 2.22% 51 0 0.0% Q2 2026 Jul 30, 2026
Corient Private Wealth LP History No change 883,770 105,628 0.15% 0.15% 52 0 0.0% Q2 2026 Aug 27, 2026
Beacon Capital Management, Inc. History No change 849,662 101,551 6.14% 6.14% 53 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 870,044 99,173 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 870,728 98,653 18.58% 18.58% 55 0 0.0% Q2 2026 Jul 27, 2026
Silicon Valley Capital Partners History No change 743,368 88,847 7.2% 7.2% 56 0 0.0% Q2 2026 Sep 21, 2026
Sanctuary Advisors, LLC History No change 728,486 87,068 0.4% 0.4% 57 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 712,922 85,208 0.27% 0.27% 58 0 0.0% Q2 2026 Jul 28, 2026
Yarbrough Capital, LLC History No change 712,463 85,153 2.55% 2.55% 59 0 0.0% Q2 2026 Aug 10, 2026
AGF MANAGEMENT LTD History No change 689,855 82,451 0.32% 0.32% 60 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 679,952 81,267 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 676,214 80,821 0.08% 0.08% 62 0 0.0% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 658,400 78,691 2.11% 2.11% 63 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 651,104 77,819 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 646,089 77,220 0.29% 0.29% 65 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 644,542 77,035 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History No change 637,972 76,250 5.12% 5.12% 67 0 0.0% Q2 2026 Aug 05, 2026
KCM INVESTMENT ADVISORS LLC History No change 617,483 73,801 2.19% 2.19% 68 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 580,586 69,391 0.84% 0.84% 69 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 575,609 68,789 2.08% 2.08% 70 0 0.0% Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 574,522 68,667 0.79% 0.79% 71 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 571,960 68,360 0.08% 0.08% 72 0 0.0% Q2 2026 Aug 13, 2026
AMI INVESTMENT MANAGEMENT INC History No change 502,036 60,003 12.75% 12.75% 73 0 0.0% Q2 2026 Jul 15, 2026
Fisher Asset Management, LLC History No change 498,063 59,528 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 492,797 58,899 0.3% 0.3% 75 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 483,603 57,800 0.26% 0.26% 76 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF OKLAHOMA History No change 483,407 57,776 14.84% 14.84% 77 0 0.0% Q2 2026 Jul 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 481,712 57,574 0.04% 0.04% 78 0 0.0% Q2 2026 Sep 09, 2026
Ameritas Advisory Services, LLC History No change 481,000 57,489 1.16% 1.16% 79 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 560,526 56,877 0.1% 0.1% 80 0 0.0% Q2 2026 Jul 15, 2026
Marks Wealth, LLC History No change 469,868 56,158 12.16% 12.16% 81 0 0.0% Q2 2026 Jul 29, 2026
PINNACLE ASSOCIATES LTD History No change 449,691 53,747 0.59% 0.59% 82 0 0.0% Q2 2026 Aug 03, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 446,871 53,410 7.9% 7.9% 83 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 418,794 52,629 1.43% 1.44% 84 -10,616 -2.47% Q3 2026 Oct 05, 2026
CVA Family Office, LLC History No change 424,608 50,749 4.6% 4.6% 85 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 410,374 49,047 0.36% 0.36% 86 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 404,951 48,399 0.22% 0.22% 87 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 387,549 46,319 0.18% 0.18% 88 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 387,394 46,301 0.14% 0.14% 89 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 377,925 45,169 1.03% 1.03% 90 0 0.0% Q2 2026 Jul 22, 2026
&PARTNERS History No change 368,011 44,010 0.18% 0.18% 91 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Capital Management, LLC History No change 365,715 43,710 10.56% 10.56% 92 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 347,000 43,607 1.15% 1.09% 93 -4,436 -1.26% Q3 2026 Oct 05, 2026
Clal Insurance Enterprises Holdings Ltd History No change 359,136 42,924 0.19% 0.19% 94 0 0.0% Q2 2026 Aug 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 356,204 42,573 0.15% 0.15% 95 0 0.0% Q2 2026 Aug 10, 2026
Madison Asset Management, LLC History No change 349,907 41,820 0.5% 0.5% 96 0 0.0% Q2 2026 Aug 10, 2026
Circle Wealth Management, LLC History No change 343,949 41,108 0.52% 0.52% 97 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 343,516 41,057 0.55% 0.55% 98 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 339,197 40,540 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 12, 2026
FIRST MERCHANTS CORP History No change 331,585 39,631 1.4% 1.4% 100 0 0.0% Q2 2026 Jul 15, 2026
Mokosak Advisory Group, LLC History No change 322,029 38,496 8.34% 8.34% 101 0 0.0% Q2 2026 Aug 03, 2026
FIL Ltd History No change 307,314 36,730 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Strategies, Inc. History No change 306,389 36,619 3.59% 3.59% 103 0 0.0% Q2 2026 Aug 10, 2026
Wiser Wealth Management, Inc History No change 304,688 36,416 6.97% 6.97% 104 0 0.0% Q2 2026 Jul 14, 2026
Pathstone Holdings, LLC History No change 302,309 36,132 0.11% 0.11% 105 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 294,221 35,165 3.44% 3.44% 106 0 0.0% Q2 2026 Aug 11, 2026
XML Financial, LLC History No change 292,783 34,993 2.55% 2.55% 107 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 284,640 34,020 0.07% 0.07% 108 0 0.0% Q2 2026 Aug 07, 2026
BARINGS LLC History No change 284,064 33,951 0.6% 0.6% 109 0 0.0% Q2 2026 Aug 07, 2026
Wealth Group Ltd History Reduced 264,455 33,934 6.28% 6.09% 110 -1,590 -0.6% Q3 2026 Oct 07, 2026
Marotta Asset Management History Reduced 265,444 33,358 5.66% 5.79% 111 -31,633 -10.65% Q3 2026 Oct 02, 2026
Shah Wealth Advisors, LLC History No change 277,415 33,156 7.65% 7.65% 112 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 275,462 32,923 0.59% 0.59% 113 0 0.0% Q2 2026 Jul 20, 2026
Gratus Wealth Advisors, LLC History No change 271,486 32,447 4.13% 4.13% 114 0 0.0% Q2 2026 Jul 20, 2026
Enclave Advisors LLC History No change 271,246 32,419 4.1% 4.1% 115 0 0.0% Q2 2026 Jul 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 270,953 32,384 0.05% 0.05% 116 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 261,190 31,217 0.11% 0.11% 117 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 260,456 31,129 0.31% 0.31% 118 0 0.0% Q2 2026 Aug 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 256,515 30,658 0.58% 0.58% 119 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 255,848 30,578 1.43% 1.43% 120 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History No change 253,459 30,293 3.14% 3.14% 121 0 0.0% Q2 2026 Jul 23, 2026
White Lighthouse Investment Management Inc. History No change 253,028 30,241 3.77% 3.77% 122 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors Wealth Management, LLC History No change 247,167 29,541 3.47% 3.47% 123 0 0.0% Q2 2026 Jul 23, 2026
Gotham Asset Management, LLC History No change 241,401 28,852 0.07% 0.07% 124 0 0.0% Q2 2026 Aug 14, 2026
Markowski Investments History No change 240,132 28,700 6.32% 6.32% 125 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Advisory, LLC History No change 237,662 28,405 2.36% 2.36% 126 0 0.0% Q2 2026 Jul 29, 2026
Kinloch Capital, LLC History No change 236,514 28,268 10.33% 10.33% 127 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 236,352 28,248 0.27% 0.27% 128 0 0.0% Q2 2026 Aug 06, 2026
LOWE BROCKENBROUGH & CO INC History No change 234,464 28,019 1.25% 1.25% 129 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 233,082 27,857 0.48% 0.48% 130 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 226,984 27,129 0.23% 0.23% 131 0 0.0% Q2 2026 Jul 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 226,742 27,100 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 225,217 26,917 0.29% 0.29% 133 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 224,450 26,826 0.42% 0.42% 134 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 223,842 26,753 0.15% 0.15% 135 0 0.0% Q2 2026 Jul 29, 2026
Financial Perspectives, Inc History No change 223,584 26,722 6.5% 6.5% 136 0 0.0% Q2 2026 Jul 24, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 218,480 26,113 5.12% 5.12% 137 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 217,178 25,957 0.64% 0.64% 138 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 214,615 25,650 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 03, 2026
Anchor Investment Management, LLC History No change 213,636 25,533 1.92% 1.92% 140 0 0.0% Q2 2026 Sep 15, 2026
BlackRock, Inc. History No change 213,443 25,510 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
Pioneer Family Office, LLC History No change 212,483 25,395 13.09% 13.09% 142 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 212,382 25,383 0.17% 0.17% 143 0 0.0% Q2 2026 Aug 10, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 210,995 25,218 1.91% 1.91% 144 0 0.0% Q2 2026 Jul 16, 2026
Annex Advisory Services, LLC History No change 208,680 24,941 0.43% 0.43% 145 0 0.0% Q2 2026 Jul 10, 2026
Integrated Wealth Concepts LLC History No change 206,955 24,735 0.16% 0.16% 146 0 0.0% Q2 2026 Sep 08, 2026
FIDUCIARY TRUST CO History No change 203,386 24,308 0.26% 0.26% 147 0 0.0% Q2 2026 Aug 13, 2026
Colter Lewis Investment Partners LLC History No change 203,251 24,292 10.8% 10.8% 148 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 202,066 24,150 0.44% 0.44% 149 0 0.0% Q2 2026 Aug 06, 2026
KWMG, LLC History Added to 191,540 24,070 1.73% 1.63% 150 +2,733 1.45% Q3 2026 Oct 07, 2026
NATIXIS ADVISORS, LLC History No change 198,798 23,760 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 197,992 23,664 0.96% 0.96% 152 0 0.0% Q2 2026 Jul 28, 2026
Sound View Wealth Advisors Group, LLC History No change 197,243 23,574 1.46% 1.46% 153 0 0.0% Q2 2026 Aug 11, 2026
Main Management LLC History No change 195,191 23,329 1.57% 1.57% 154 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 194,680 23,268 0.49% 0.49% 155 0 0.0% Q2 2026 Aug 03, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 193,882 23,172 15.12% 15.12% 156 0 0.0% Q2 2026 Jul 15, 2026
Junk Investment Group, LLC History No change 193,838 23,167 10.26% 10.26% 157 0 0.0% Q2 2026 Jul 29, 2026
Curi Capital, LLC History No change 193,280 23,100 0.36% 0.36% 158 0 0.0% Q2 2026 Aug 14, 2026
Hartford Financial Management Inc. History No change 193,254 23,097 5.15% 5.15% 159 0 0.0% Q2 2026 Jul 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 192,313 22,985 0.25% 0.25% 160 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 191,433 22,880 0.09% 0.09% 161 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 190,364 22,752 0.03% 0.03% 162 0 0.0% Q2 2026 Aug 14, 2026
Wheelhouse Advisory Group LLC History No change 188,828 22,568 6.37% 6.37% 163 0 0.0% Q2 2026 Jul 23, 2026
MGO ONE SEVEN LLC History No change 185,737 22,199 0.37% 0.37% 164 0 0.0% Q2 2026 Jul 31, 2026
Curtis Advisory Group, LLC History No change 184,664 22,071 4.29% 4.29% 165 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 183,754 21,962 0.1% 0.1% 166 0 0.0% Q2 2026 Aug 18, 2026
Farther Finance Advisors, LLC History Added to 174,513 21,931 0.15% 0.15% 167 +9,054 5.47% Q3 2026 Oct 08, 2026
FORONJY FINANCIAL LLC History No change 180,863 21,616 7.94% 7.94% 168 0 0.0% Q2 2026 Jul 23, 2026
KTF INVESTMENTS, LLC History No change 180,594 21,584 2.18% 2.18% 169 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 179,907 21,502 4.29% 4.29% 170 0 0.0% Q2 2026 Jul 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 179,282 21,427 0.22% 0.22% 171 0 0.0% Q2 2026 Aug 14, 2026
Gibraltar Capital Management, Inc. History No change 177,612 21,228 3.26% 3.26% 172 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 173,991 20,795 0.13% 0.13% 173 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 171,937 20,549 0.21% 0.21% 174 0 0.0% Q2 2026 Jul 28, 2026
FCA CORP /TX History No change 171,896 20,544 5.06% 5.06% 175 0 0.0% Q2 2026 Aug 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 170,231 20,346 0.36% 0.36% 176 0 0.0% Q2 2026 Jul 23, 2026
Madden Advisory Services, Inc. History No change 169,988 20,316 7.28% 7.28% 177 0 0.0% Q2 2026 Aug 04, 2026
Praetorian Wealth Management, Inc. History No change 169,610 20,271 3.5% 3.5% 178 0 0.0% Q2 2026 Jul 07, 2026
Western Wealth Management, LLC History No change 168,022 20,082 0.66% 0.66% 179 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 167,193 19,982 0.09% 0.09% 180 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 165,448 19,774 0.55% 0.55% 181 0 0.0% Q2 2026 Jul 17, 2026
Snowden Capital Advisors LLC History No change 165,024 19,723 0.47% 0.47% 182 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 109,110 19,700 0.33% 0.33% 183 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 164,416 19,651 1.42% 1.42% 184 0 0.0% Q2 2026 Jul 23, 2026
Karpus Management, Inc. History No change 161,378 19,287 0.55% 0.55% 185 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 152,404 19,152 0.55% 0.54% 186 -1,977 -1.28% Q3 2026 Oct 08, 2026
Leeward Financial Partners, LLC History No change 159,986 19,121 5.02% 5.02% 187 0 0.0% Q2 2026 Aug 06, 2026
Curran Financial Partners, LLC History No change 157,913 18,873 2.81% 2.81% 188 0 0.0% Q2 2026 Aug 12, 2026
Triangle Securities Wealth Management History No change 156,663 18,724 3.72% 3.72% 189 0 0.0% Q2 2026 Jul 14, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 155,103 18,537 2.41% 2.41% 190 0 0.0% Q2 2026 Jul 20, 2026
FIRST FINANCIAL CORP /IN/ History No change 154,898 18,513 6.41% 6.41% 191 0 0.0% Q2 2026 Jul 07, 2026
Sage Mountain Advisors LLC History No change 154,016 18,407 1.13% 1.13% 192 0 0.0% Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History No change 153,785 18,380 0.9% 0.9% 193 0 0.0% Q2 2026 Aug 14, 2026
JMAC ENTERPRISES LLC History No change 152,962 18,282 3.08% 3.08% 194 0 0.0% Q2 2026 Jul 28, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 152,073 18,175 0.29% 0.29% 195 0 0.0% Q2 2026 Jul 28, 2026
Wall Street Financial Group, Inc. History No change 151,829 18,146 9.7% 9.7% 196 0 0.0% Q2 2026 Jul 13, 2026
Mutual Advisors, LLC History No change 151,059 18,054 0.34% 0.34% 197 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 150,205 17,952 0.2% 0.2% 198 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 149,229 17,835 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 12, 2026
Atlas Legacy Advisors, LLC History No change 147,000 17,670 2.61% 2.61% 200 0 0.0% Q2 2026 Jul 31, 2026
JBR Co Financial Management Inc History No change 147,030 17,573 6.41% 6.41% 201 0 0.0% Q2 2026 Jul 09, 2026
CHATHAM CAPITAL GROUP, INC. History No change 147,008 17,570 2.24% 2.24% 202 0 0.0% Q2 2026 Jul 10, 2026
Waverly Advisors, LLC History No change 145,966 17,445 0.1% 0.1% 203 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 145,441 17,383 1.4% 1.4% 204 0 0.0% Q2 2026 Jul 16, 2026
TRUE Private Wealth Advisors History No change 139,665 16,692 1.44% 1.44% 205 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 139,555 16,679 0.07% 0.07% 206 0 0.0% Q2 2026 Aug 10, 2026
Principle Wealth Partners LLC History No change 138,294 16,528 0.82% 0.82% 207 0 0.0% Q2 2026 Aug 07, 2026
Beacon Capital Management, LLC History No change 136,652 16,332 2.39% 2.39% 208 0 0.0% Q2 2026 Jul 29, 2026
BARCLAYS PLC History No change 134,842 16,116 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
First PREMIER Bank History No change 134,242 16,045 2.59% 2.59% 210 0 0.0% Q2 2026 Jul 15, 2026
Osbon Capital Management LLC History No change 133,586 15,966 12.52% 12.52% 211 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 133,308 15,932 0.56% 0.56% 212 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 132,219 15,802 0.45% 0.45% 213 0 0.0% Q2 2026 Aug 03, 2026
Brookstone Capital Management History No change 131,984 15,774 0.16% 0.16% 214 0 0.0% Q2 2026 Jul 15, 2026
John Boyer, Inc. History No change 130,456 15,595 13.52% 13.52% 215 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 130,167 15,557 0.11% 0.11% 216 0 0.0% Q2 2026 Jul 22, 2026
Hobart Private Capital, LLC History No change 129,044 15,423 2.65% 2.65% 217 0 0.0% Q2 2026 Jul 06, 2026
BOKF, NA History No change 128,916 15,408 0.21% 0.21% 218 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 128,008 15,299 0.29% 0.29% 219 0 0.0% Q2 2026 Jul 15, 2026
SouthState Bank Corp History No change 125,375 14,984 0.63% 0.63% 220 0 0.0% Q2 2026 Aug 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 119,078 14,964 0.97% 1.05% 221 -11,349 -8.7% Q3 2026 Oct 08, 2026
BLAIR WILLIAM & CO/IL History No change 125,123 14,954 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 11, 2026
Royal Fund Management, LLC History No change 125,058 14,947 1.24% 1.24% 223 0 0.0% Q2 2026 Jul 20, 2026
CIBC WORLD MARKET INC. History No change 124,990 14,938 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 123,759 14,791 0.08% 0.08% 225 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Financial Partners, Inc. History No change 123,361 14,744 0.1% 0.1% 226 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 123,009 14,702 1.38% 1.38% 227 0 0.0% Q2 2026 Jul 29, 2026
New Insight Wealth Advisors History No change 122,345 14,622 4.31% 4.31% 228 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History Reduced 115,564 14,522 6.07% 6.04% 229 -452,950 -79.67% Q3 2026 Oct 05, 2026
Wilmington Savings Fund Society, FSB History No change 120,683 14,424 0.32% 0.32% 230 0 0.0% Q2 2026 Jul 28, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 120,686 14,424 1.44% 1.44% 231 0 0.0% Q2 2026 Jul 22, 2026
Magnolia Wealth Management, LLC History No change 120,389 14,388 7.53% 7.53% 232 0 0.0% Q2 2026 Jul 14, 2026
D. E. Shaw & Co., Inc. History No change 119,879 14,327 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
THRYVE WEALTH MANAGEMENT LLC History No change 118,926 14,213 7.94% 7.94% 234 0 0.0% Q2 2026 Aug 06, 2026
Focused Wealth Management, Inc History No change 118,825 14,201 1.23% 1.23% 235 0 0.0% Q2 2026 Aug 06, 2026
Strengthening Families & Communities, LLC History No change 116,557 13,930 3.1% 3.1% 236 0 0.0% Q2 2026 Aug 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 116,495 13,923 0.51% 0.51% 237 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History No change 117,506 13,875 0.38% 0.38% 238 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 115,548 13,810 0.79% 0.79% 239 0 0.0% Q2 2026 Jul 15, 2026
Financial Freedom, LLC History No change 115,421 13,795 6.33% 6.33% 240 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 115,086 13,755 0.17% 0.17% 241 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 114,957 13,739 0.06% 0.06% 242 0 0.0% Q2 2026 Aug 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 114,850 13,726 0.1% 0.1% 243 0 0.0% Q2 2026 Aug 14, 2026
Capital Planning LLC History No change 114,400 13,673 3.98% 3.98% 244 0 0.0% Q2 2026 Jul 22, 2026
Perennial Investment Advisors, LLC History No change 113,963 13,621 0.9% 0.9% 245 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 78,936 13,525 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 10, 2026
Altura Wealth Advisors Inc. History No change 112,944 13,499 4.55% 4.55% 247 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 112,742 13,474 0.83% 0.83% 248 0 0.0% Q2 2026 Jul 23, 2026
Quaker Wealth Management, LLC History No change 111,949 13,380 3.89% 3.89% 249 0 0.0% Q2 2026 Jul 24, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 111,148 13,284 4.65% 4.65% 250 0 0.0% Q2 2026 Aug 03, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 110,659 13,225 3.54% 3.54% 251 0 0.0% Q2 2026 Jul 16, 2026
Summitas Investment Management LLC History No change 109,709 13,112 9.74% 9.74% 252 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 108,890 13,014 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 108,590 12,978 3.04% 3.04% 254 0 0.0% Q2 2026 Jul 15, 2026
Bank of New York Mellon Corp History No change 108,132 12,923 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 06, 2026
Haverford Trust Co History No change 107,159 12,807 0.11% 0.11% 256 0 0.0% Q2 2026 Aug 12, 2026
Chevy Chase Trust Holdings, LLC History No change 106,610 12,742 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 106,471 12,725 1.66% 1.66% 258 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 106,448 12,722 0.23% 0.23% 259 0 0.0% Q2 2026 Aug 04, 2026
Bouchey Financial Group, Ltd. History No change 106,026 12,672 0.82% 0.82% 260 0 0.0% Q2 2026 Jul 27, 2026
VISTA INVESTMENT MANAGEMENT History No change 104,651 12,507 3.76% 3.76% 261 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 104,042 12,494 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 103,220 12,336 1.8% 1.8% 263 0 0.0% Q2 2026 Jul 21, 2026
Advisors Capital Management, LLC History No change 102,858 12,293 0.13% 0.13% 264 0 0.0% Q2 2026 Aug 11, 2026
ASPIRIANT, LLC History No change 102,831 12,290 0.3% 0.3% 265 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 102,695 12,274 0.13% 0.13% 266 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 102,247 12,220 0.18% 0.18% 267 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 102,093 12,206 0.18% 0.18% 268 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 101,885 12,182 0.07% 0.07% 269 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 107,116 12,041 0.2% 0.2% 270 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 107,116 12,041 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 29, 2026
Freestone Capital Holdings, LLC History No change 100,115 11,965 0.31% 0.31% 272 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 99,992 11,951 1.31% 1.31% 273 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 99,404 11,880 2.29% 2.29% 274 0 0.0% Q2 2026 Jul 23, 2026
Williams Jones Wealth Management, LLC. History No change 98,930 11,824 0.13% 0.13% 275 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 98,549 11,778 0.18% 0.18% 276 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 96,606 11,546 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 95,436 11,406 0.54% 0.54% 278 0 0.0% Q2 2026 Jul 28, 2026
NEVILLE RODIE & SHAW INC History No change 90,276 11,345 0.77% 0.7% 279 0 0.0% Q3 2026 Oct 05, 2026
DAGCO, INC. History No change 94,349 11,276 2.08% 2.08% 280 0 0.0% Q2 2026 Jul 10, 2026
Kingsview Wealth Management, LLC History No change 94,321 11,273 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 18, 2026
Sigma Planning Corp History No change 93,680 11,196 0.28% 0.28% 282 0 0.0% Q2 2026 Aug 07, 2026
Bravias Capital Group, LLC History No change 93,648 11,192 6.64% 6.64% 283 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 92,874 11,100 0.1% 0.1% 284 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 90,531 10,820 0.07% 0.07% 285 0 0.0% Q2 2026 Jul 29, 2026
MEITAV INVESTMENT HOUSE LTD History No change 89,934 10,747 0.07% 0.07% 286 0 0.0% Q2 2026 Jul 20, 2026
SWAN Capital LLC History No change 89,157 10,656 3.65% 3.65% 287 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 88,809 10,614 0.34% 0.34% 288 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 88,247 10,547 0.2% 0.2% 289 0 0.0% Q2 2026 Aug 12, 2026
Security Financial Services, INC. History No change 88,080 10,527 1.46% 1.46% 290 0 0.0% Q2 2026 Jul 15, 2026
VestGen Advisors, LLC History No change 86,399 10,326 0.3% 0.3% 291 0 0.0% Q2 2026 Aug 11, 2026
Kesler, Norman & Wride, LLC History No change 86,355 10,321 1.63% 1.63% 292 0 0.0% Q2 2026 Jul 23, 2026
MY Wealth Management Inc. History No change 85,555 10,225 7.2% 7.2% 293 0 0.0% Q2 2026 Aug 07, 2026
Advisors Preferred, LLC History No change 88,342 10,127 1.57% 1.57% 294 0 0.0% Q2 2026 Aug 11, 2026
CULBERTSON A N & CO INC History No change 84,082 10,049 1.17% 1.17% 295 0 0.0% Q2 2026 Jul 29, 2026
Dougherty & Associates, LLC History No change 83,721 10,006 8.01% 8.01% 296 0 0.0% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 82,634 9,876 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
S&A Financial Services, Inc. History No change 82,055 9,807 5.99% 5.99% 298 0 0.0% Q2 2026 Jul 27, 2026
CHOREO, LLC History No change 78,188 9,748 0.11% 0.11% 299 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 80,726 9,648 0.63% 0.63% 300 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 80,673 9,642 2.52% 2.52% 301 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 79,859 9,544 0.16% 0.16% 302 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 79,614 9,515 3.36% 3.36% 303 0 0.0% Q2 2026 Aug 04, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 79,360 9,508 1.15% 1.15% 304 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 78,776 9,415 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 12, 2026
CABOT WEALTH MANAGEMENT INC History No change 78,766 9,414 0.96% 0.96% 306 0 0.0% Q2 2026 Jul 31, 2026
Joel Isaacson & Co., LLC History No change 78,390 9,369 0.27% 0.27% 307 0 0.0% Q2 2026 Aug 04, 2026
FPC INVESTMENT ADVISORY, INC. History No change 82,652 9,347 4.41% 4.41% 308 0 0.0% Q2 2026 Aug 13, 2026
Retirement Planning Group, LLC History No change 77,983 9,320 0.24% 0.24% 309 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 79,084 9,308 0.24% 0.24% 310 0 0.0% Q2 2026 Jul 15, 2026
Magnus Financial Group LLC History No change 77,453 9,257 0.65% 0.65% 311 0 0.0% Q2 2026 Jul 09, 2026
Rothschild Wealth LLC History No change 77,037 9,207 0.74% 0.74% 312 0 0.0% Q2 2026 Aug 11, 2026
Diversified Enterprises, LLC History No change 75,080 8,973 0.43% 0.43% 313 0 0.0% Q2 2026 Jul 31, 2026
Advantage Trust Co History No change 74,912 8,953 3.15% 3.15% 314 0 0.0% Q2 2026 Jul 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 74,466 8,900 0.11% 0.11% 315 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 74,342 8,885 0.08% 0.08% 316 0 0.0% Q2 2026 Aug 06, 2026
Wealthcare Advisory Partners LLC History No change 74,308 8,881 0.17% 0.17% 317 0 0.0% Q2 2026 Jul 09, 2026
Ausdal Financial Partners, Inc. History No change 74,237 8,872 0.35% 0.35% 318 0 0.0% Q2 2026 Aug 14, 2026
Bank of New Hampshire History Reduced 70,594 8,871 1.92% 1.79% 319 -1,278 -1.78% Q3 2026 Oct 06, 2026
Goepper Burkhardt LLC History No change 73,880 8,830 2.65% 2.65% 320 0 0.0% Q2 2026 Aug 10, 2026
Oak Harvest Investment Services History No change 73,505 8,785 0.82% 0.82% 321 0 0.0% Q2 2026 Jul 24, 2026
Raab & Moskowitz Asset Management LLC History No change 73,376 8,769 1.76% 1.76% 322 0 0.0% Q2 2026 Jul 28, 2026
PW Nova Financial Services LLC History No change 72,438 8,657 1.86% 1.86% 323 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 71,853 8,587 0.09% 0.09% 324 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 71,769 8,577 0.95% 0.95% 325 0 0.0% Q2 2026 Jul 29, 2026
Ridge Creek Global, Inc History No change 71,453 8,540 6.64% 6.64% 326 0 0.0% Q2 2026 Aug 11, 2026
RCW Management, LLC History No change 71,034 8,490 7.61% 7.61% 327 0 0.0% Q2 2026 Jul 21, 2026
OpenArc Corporate Advisory, LLC History No change 70,075 8,375 0.1% 0.1% 328 0 0.0% Q2 2026 Aug 05, 2026
WULFF, HANSEN & CO. History No change 69,347 8,288 6.35% 6.35% 329 0 0.0% Q2 2026 Aug 05, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 69,066 8,254 5.28% 5.28% 330 0 0.0% Q2 2026 Aug 04, 2026
Sarasin & Partners LLP History No change 68,882 8,232 0.1% 0.1% 331 0 0.0% Q2 2026 Jul 07, 2026
Pallas Capital Advisors LLC History No change 68,837 8,227 0.25% 0.25% 332 0 0.0% Q2 2026 Aug 07, 2026
Strategic Blueprint, LLC History No change 68,454 8,181 0.41% 0.41% 333 0 0.0% Q2 2026 Jul 23, 2026
GREENWOOD GEARHART LLC History No change 68,430 8,178 0.38% 0.38% 334 0 0.0% Q2 2026 Jul 24, 2026
Fairway Financial, LLC History No change 68,415 8,176 5.59% 5.59% 335 0 0.0% Q2 2026 Aug 03, 2026
CreativeOne Wealth, LLC History No change 68,347 8,168 0.18% 0.18% 336 0 0.0% Q2 2026 Aug 13, 2026
SeaCrest Wealth Management, LLC History No change 67,386 8,053 0.89% 0.89% 337 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 67,237 8,036 0.14% 0.14% 338 0 0.0% Q2 2026 Jul 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 68,559 8,036 0.48% 0.48% 339 0 0.0% Q2 2026 Jul 22, 2026
Asset One Wealth Management LLC History No change 68,877 8,024 0.85% 0.85% 340 0 0.0% Q2 2026 Aug 13, 2026
Argo Wealth Advisory, LLC History No change 66,813 7,985 4.41% 4.41% 341 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 66,791 7,982 0.04% 0.04% 342 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 66,744 7,977 0.04% 0.04% 343 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 66,667 7,968 0.26% 0.26% 344 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History No change 66,649 7,965 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 12, 2026
Main Street Financial Solutions, LLC History No change 66,507 7,948 0.51% 0.51% 346 0 0.0% Q2 2026 Aug 07, 2026
Avidian Wealth Enterprises, LLC History Added to 63,200 7,942 0.22% 0.18% 347 +7,743 13.96% Q3 2026 Oct 08, 2026
Wealthspire Advisors, LLC History No change 65,928 7,879 0.04% 0.04% 348 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 65,861 7,871 0.12% 0.12% 349 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 65,722 7,855 0.1% 0.1% 350 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 65,557 7,835 0.07% 0.07% 351 0 0.0% Q2 2026 Jul 27, 2026
Sheridan Capital Management, LLC History No change 65,475 7,825 3.77% 3.77% 352 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 65,470 7,824 0.08% 0.08% 353 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 65,340 7,809 0.21% 0.21% 354 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 65,270 7,801 0.31% 0.31% 355 0 0.0% Q2 2026 Jul 27, 2026
Modera Wealth Management, LLC History No change 64,939 7,761 0.08% 0.08% 356 0 0.0% Q2 2026 Aug 03, 2026
Wealthspire Retirement, LLC History No change 64,502 7,709 0.42% 0.42% 357 0 0.0% Q2 2026 Aug 12, 2026
One Charles Private Wealth Services, LLC History No change 63,908 7,638 1.76% 1.76% 358 0 0.0% Q2 2026 Jul 15, 2026
Sound Stewardship, LLC History No change 63,518 7,591 3.13% 3.13% 359 0 0.0% Q2 2026 Jul 13, 2026
GWN SECURITIES INC. History No change 63,478 7,586 1.27% 1.27% 360 0 0.0% Q2 2026 Aug 05, 2026
Elm Partners Management LLC History No change 63,210 7,554 0.22% 0.22% 361 0 0.0% Q2 2026 Oct 07, 2026
WMG Financial Advisors, LLC History No change 63,118 7,543 2.84% 2.84% 362 0 0.0% Q2 2026 Jul 23, 2026
SYON CAPITAL LLC History No change 62,818 7,508 0.33% 0.33% 363 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 62,704 7,494 0.13% 0.13% 364 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 62,687 7,492 1.18% 1.18% 365 0 0.0% Q2 2026 Jul 13, 2026
BTG Pactual Asset Management US LLC History No change 62,639 7,486 0.47% 0.47% 366 0 0.0% Q2 2026 Aug 14, 2026
Tandem Wealth Advisors LLC History No change 62,550 7,475 2.98% 2.98% 367 0 0.0% Q2 2026 Aug 13, 2026
Trinity Legacy Partners, LLC History No change 65,097 7,436 1.49% 1.49% 368 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 61,675 7,371 0.96% 0.96% 369 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 61,499 7,350 0.16% 0.16% 370 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 61,225 7,317 0.25% 0.25% 371 0 0.0% Q2 2026 Jul 20, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 60,781 7,264 3.6% 3.6% 372 0 0.0% Q2 2026 Jul 07, 2026
Go Invest LLC History No change 60,130 7,186 1.69% 1.69% 373 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 59,950 7,165 0.04% 0.04% 374 0 0.0% Q2 2026 Jul 13, 2026
Summit Trail Advisors, LLC History No change 59,883 7,157 0.09% 0.09% 375 0 0.0% Q2 2026 Aug 11, 2026
Ignite Planners, LLC History No change 59,470 7,107 0.97% 0.97% 376 0 0.0% Q2 2026 Jul 23, 2026
Hilltop Holdings Inc. History No change 59,365 7,095 0.55% 0.55% 377 0 0.0% Q2 2026 Aug 13, 2026
Marion Wealth Management History No change 59,151 7,069 1.44% 1.44% 378 0 0.0% Q2 2026 Jul 16, 2026
Innovative Wealth Building LLC History No change 58,592 7,002 4.07% 4.07% 379 0 0.0% Q2 2026 Jul 23, 2026
Realta Investment Advisors History No change 58,525 6,994 2.17% 2.17% 380 0 0.0% Q2 2026 Jul 20, 2026
Bulwark Capital Corp History No change 58,384 6,978 3.93% 3.93% 381 0 0.0% Q2 2026 Jul 06, 2026
MMBG INVESTMENT ADVISORS CO. History No change 57,800 6,908 0.55% 0.55% 382 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 57,229 6,840 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 11, 2026
Connecticut Wealth Management, LLC History No change 57,026 6,815 0.25% 0.25% 384 0 0.0% Q2 2026 Jul 29, 2026
Fingerlakes Wealth Management, Inc. History No change 56,264 6,724 3.62% 3.62% 385 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 56,136 6,709 0.13% 0.13% 386 0 0.0% Q2 2026 Jul 27, 2026
Zhang Financial LLC History No change 55,695 6,656 0.19% 0.19% 387 0 0.0% Q2 2026 Jul 30, 2026
Avantax Planning Partners, Inc. History No change 55,364 6,617 0.16% 0.16% 388 0 0.0% Q2 2026 Jul 28, 2026
ACORN CREEK CAPITAL LLC History No change 54,826 6,552 2.19% 2.19% 389 0 0.0% Q2 2026 Aug 06, 2026
Sierra Capital LLC History No change 54,732 6,541 0.63% 0.63% 390 0 0.0% Q2 2026 Aug 13, 2026
Eley Financial Management, Inc History No change 53,667 6,414 2.08% 2.08% 391 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 53,667 6,410 0.26% 0.26% 392 0 0.0% Q2 2026 Aug 12, 2026
THEORY FINANCIAL LLC History No change 53,392 6,381 2.01% 2.01% 393 0 0.0% Q2 2026 Jul 31, 2026
JM2 Capital Inc. History No change 53,233 6,362 4.37% 4.37% 394 0 0.0% Q2 2026 Jul 21, 2026
Joule Financial, LLC History No change 53,143 6,351 1.72% 1.72% 395 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 52,881 6,320 0.08% 0.08% 396 0 0.0% Q2 2026 Aug 04, 2026
Cardinal Point Capital Management ULC History No change 52,872 6,319 0.36% 0.36% 397 0 0.0% Q2 2026 Jul 14, 2026
N.E.W. Advisory Services LLC History No change 52,766 6,306 0.42% 0.42% 398 0 0.0% Q2 2026 Aug 06, 2026
Tradition Wealth Management, LLC History No change 52,732 6,302 0.39% 0.39% 399 0 0.0% Q2 2026 Aug 11, 2026
HighPoint Advisor Group LLC History No change 52,422 6,265 0.22% 0.22% 400 0 0.0% Q2 2026 Aug 05, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 52,376 6,259 0.82% 0.82% 401 0 0.0% Q2 2026 Jul 24, 2026
Index Fund Advisors, Inc. History No change 52,262 6,246 0.25% 0.25% 402 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 51,957 6,209 0.04% 0.04% 403 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 51,898 6,202 0.91% 0.91% 404 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 51,638 6,171 0.18% 0.18% 405 0 0.0% Q2 2026 Jul 08, 2026
CENTRAL TRUST Co History No change 51,532 6,159 0.11% 0.11% 406 0 0.0% Q2 2026 Jul 31, 2026
Allianz Asset Management GmbH History No change 51,300 6,131 0.0% 0.0% 407 0 0.0% Q2 2026 Sep 02, 2026
WEDBUSH SECURITIES INC History No change 51,266 6,127 0.16% 0.16% 408 0 0.0% Q2 2026 Jul 28, 2026
Evolution Wealth Advisors, LLC History No change 51,267 6,127 0.72% 0.72% 409 0 0.0% Q2 2026 Jul 29, 2026
Busey Bank History No change 51,195 6,118 0.15% 0.15% 410 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 51,190 6,118 0.28% 0.28% 411 0 0.0% Q2 2026 Aug 20, 2026
SageGuard Financial Group, LLC History No change 51,149 6,113 0.86% 0.86% 412 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 51,061 6,102 0.09% 0.09% 413 0 0.0% Q2 2026 Aug 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 51,058 6,102 2.82% 2.82% 414 0 0.0% Q2 2026 Aug 04, 2026
Fischer Financial Services, Inc. History No change 51,033 6,099 1.53% 1.53% 415 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 51,011 6,096 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL ADVISORS INC/OK History No change 50,831 6,075 0.09% 0.09% 417 0 0.0% Q2 2026 Jul 22, 2026
BESSEMER GROUP INC History No change 50,628 6,052 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 51,495 6,036 0.02% 0.02% 419 0 0.0% Q2 2026 Jul 27, 2026
Smith Salley Wealth Management History No change 50,353 6,018 0.26% 0.26% 420 0 0.0% Q2 2026 Jul 23, 2026
TRUST CO OF VERMONT History No change 50,314 6,013 0.22% 0.22% 421 0 0.0% Q2 2026 Aug 07, 2026
Ballast, Inc. History No change 50,009 5,977 1.13% 1.13% 422 0 0.0% Q2 2026 Jul 10, 2026
Sun Group Wealth Partners History No change 49,984 5,974 4.08% 4.08% 423 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 49,937 5,968 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 20, 2026
Kovack Advisors, Inc. History No change 50,821 5,968 0.29% 0.29% 425 0 0.0% Q2 2026 Jul 28, 2026
MontVue Capital Management, Inc. History No change 49,280 5,889 3.39% 3.39% 426 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 49,253 5,886 1.42% 1.42% 427 0 0.0% Q2 2026 Jul 21, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 48,925 5,847 0.54% 0.54% 428 0 0.0% Q2 2026 Jul 28, 2026
FRANKLIN RESOURCES INC History No change 48,737 5,825 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Tandem Investment Partners LLC History No change 48,735 5,824 4.49% 4.49% 430 0 0.0% Q2 2026 Jul 27, 2026
Farmers National Bank History No change 48,581 5,806 1.21% 1.21% 431 0 0.0% Q2 2026 Aug 11, 2026
CATHY PARETO & ASSOCIATES, INC History No change 48,431 5,787 3.39% 3.39% 432 0 0.0% Q2 2026 Jul 15, 2026
Vanguard National Trust Co History No change 48,296 5,772 0.31% 0.31% 433 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 48,282 5,770 0.08% 0.08% 434 0 0.0% Q2 2026 Jul 15, 2026
ASSOCIATED BANC-CORP History No change 48,157 5,755 0.14% 0.14% 435 0 0.0% Q2 2026 Jul 31, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 47,930 5,728 3.39% 3.39% 436 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 47,865 5,720 0.11% 0.11% 437 0 0.0% Q2 2026 Aug 07, 2026
Proficio Capital Partners LLC History No change 47,688 5,699 0.2% 0.2% 438 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 47,610 5,690 0.06% 0.06% 439 0 0.0% Q2 2026 Jul 29, 2026
PCG ASSET MANAGEMENT, LLC History No change 47,404 5,665 4.06% 4.06% 440 0 0.0% Q2 2026 Jul 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 47,027 5,620 0.33% 0.33% 441 0 0.0% Q2 2026 Jul 15, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 46,851 5,599 3.07% 3.07% 442 0 0.0% Q2 2026 Jul 20, 2026
Ashton Thomas Private Wealth, LLC History No change 46,666 5,577 0.12% 0.12% 443 0 0.0% Q2 2026 Jul 29, 2026
Thomasville National Bank History No change 46,384 5,543 0.3% 0.3% 444 0 0.0% Q2 2026 Jul 20, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 46,309 5,534 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 46,125 5,512 1.12% 1.12% 446 0 0.0% Q2 2026 Jul 15, 2026
High Net Worth Advisory Group LLC History No change 46,038 5,502 1.17% 1.17% 447 0 0.0% Q2 2026 Jul 29, 2026
Physician Wealth Advisors, Inc. History No change 45,963 5,493 0.66% 0.66% 448 0 0.0% Q2 2026 Jul 20, 2026
Latko Wealth Management, Ltd. History No change 45,942 5,491 2.33% 2.33% 449 0 0.0% Q2 2026 Jul 24, 2026
Idaho Trust Co History No change 45,843 5,479 1.6% 1.6% 450 0 0.0% Q2 2026 Aug 06, 2026
Smith Asset Management Co., LLC History No change 45,680 5,459 4.29% 4.29% 451 0 0.0% Q2 2026 Jul 14, 2026
Clifford Group, LLC History No change 45,472 5,434 3.76% 3.76% 452 0 0.0% Q2 2026 Aug 14, 2026
Everest Financial Group LLC History No change 45,413 5,427 0.73% 0.73% 453 0 0.0% Q2 2026 Aug 10, 2026
CERTUITY, LLC History No change 45,315 5,416 0.27% 0.27% 454 0 0.0% Q2 2026 Jul 28, 2026
Ciovacco Capital Management LLC History No change 45,214 5,404 2.4% 2.4% 455 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 45,173 5,399 0.02% 0.02% 456 0 0.0% Q2 2026 Jul 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 44,940 5,371 0.2% 0.2% 457 0 0.0% Q2 2026 Aug 14, 2026
Orographic Financial Advisors, LLC History No change 44,123 5,365 3.55% 3.55% 458 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 44,805 5,355 0.26% 0.26% 459 0 0.0% Q2 2026 Jul 31, 2026
Concentrum Wealth Management History No change 44,722 5,345 1.28% 1.28% 460 0 0.0% Q2 2026 Aug 06, 2026
Sharper & Granite LLC History No change 44,424 5,309 1.64% 1.64% 461 0 0.0% Q2 2026 Jul 16, 2026
DAVIS R M INC History No change 44,066 5,266 0.08% 0.08% 462 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 43,824 5,237 0.1% 0.1% 463 0 0.0% Q2 2026 Aug 11, 2026
Wolff Financial Management LLC History No change 43,547 5,204 1.04% 1.04% 464 0 0.0% Q2 2026 Jul 16, 2026
Apollon Financial, LLC History No change 43,271 5,171 0.61% 0.61% 465 0 0.0% Q2 2026 Jul 22, 2026
OLD NATIONAL BANCORP /IN/ History No change 43,259 5,170 0.1% 0.1% 466 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Advisors, LLC History No change 43,176 5,160 0.28% 0.28% 467 0 0.0% Q2 2026 Aug 11, 2026
Simmons Bank History No change 42,901 5,127 0.29% 0.29% 468 0 0.0% Q2 2026 Jul 31, 2026
Vise Technologies, Inc. History No change 42,757 5,110 0.06% 0.06% 469 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History No change 42,429 5,071 0.13% 0.13% 470 0 0.0% Q2 2026 Aug 04, 2026
First Bancorp, Inc /ME/ History No change 42,384 5,065 2.0% 2.0% 471 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 42,249 5,049 0.08% 0.08% 472 0 0.0% Q2 2026 Jul 15, 2026
RWA WEALTH PARTNERS, LLC History No change 42,110 5,033 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 07, 2026
Peregrine Asset Advisers, Inc. History No change 41,627 4,975 1.08% 1.08% 474 0 0.0% Q2 2026 Aug 10, 2026
Insight Advisors, LLC/ PA History No change 41,406 4,948 0.87% 0.87% 475 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 43,636 4,943 0.48% 0.48% 476 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 41,327 4,939 0.19% 0.19% 477 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 43,083 4,928 0.1% 0.1% 478 0 0.0% Q2 2026 Jul 29, 2026
Ayalon Insurance Comp Ltd. History Added to 39,168 4,922 0.41% 0.52% 479 +4,000 11.37% Q3 2026 Oct 08, 2026
Parker Investment Management, LLC History No change 40,842 4,881 0.37% 0.37% 480 0 0.0% Q2 2026 Aug 14, 2026
Odyssey Capital Advisors, Inc. History No change 40,677 4,861 3.48% 3.48% 481 0 0.0% Q2 2026 Jul 31, 2026
Davis Investment Partners, LLC History No change 40,648 4,858 1.48% 1.48% 482 0 0.0% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History No change 40,611 4,853 0.24% 0.24% 483 0 0.0% Q2 2026 Aug 10, 2026
CWA Asset Management Group, LLC History No change 40,253 4,811 0.15% 0.15% 484 0 0.0% Q2 2026 Jul 14, 2026
Shira Ridge Wealth Management History No change 40,216 4,806 1.68% 1.68% 485 0 0.0% Q2 2026 Jul 09, 2026
Tower Research Capital LLC (TRC) History No change 40,198 4,804 0.12% 0.12% 486 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 40,184 4,802 0.31% 0.31% 487 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 40,122 4,795 0.19% 0.19% 488 0 0.0% Q2 2026 Aug 17, 2026
Kachkovsky & Fisher, Inc. History No change 40,000 4,780 4.6% 4.6% 489 0 0.0% Q2 2026 Sep 08, 2026
Valeo Financial Advisors, LLC History Reduced 37,909 4,764 0.1% 0.1% 490 -176 -0.46% Q3 2026 Oct 08, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 39,759 4,752 0.12% 0.12% 491 0 0.0% Q2 2026 Jul 31, 2026
LAM GROUP, INC. History No change 39,756 4,751 2.36% 2.36% 492 0 0.0% Q2 2026 Jul 10, 2026
Houlihan Financial Resource Group, Ltd. History No change 39,746 4,750 1.69% 1.69% 493 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 38,945 4,654 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 38,870 4,645 0.93% 0.93% 495 0 0.0% Q2 2026 Jul 22, 2026
Nuveen, LLC History No change 38,461 4,596 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 11, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History No change 37,844 4,523 3.94% 3.94% 497 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 37,551 4,488 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 14, 2026
Garde Capital, Inc. History No change 37,546 4,487 0.2% 0.2% 499 0 0.0% Q2 2026 Jul 31, 2026
Ascent Group, LLC History No change 37,398 4,469 0.13% 0.13% 500 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 37,299 4,457 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 22, 2026
McAdam, LLC History No change 37,159 4,441 0.17% 0.17% 502 0 0.0% Q2 2026 Aug 04, 2026
Schwallier Wealth Management LLC History No change 36,985 4,420 2.79% 2.79% 503 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 36,939 4,412 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 14, 2026
RBA Wealth Management, LLC History No change 36,856 4,405 1.62% 1.62% 505 0 0.0% Q2 2026 Jul 23, 2026
INTEGRITY ALLIANCE, LLC. History No change 36,520 4,364 0.14% 0.14% 506 0 0.0% Q2 2026 Jul 31, 2026
JNBA Financial Advisors History No change 36,349 4,344 0.33% 0.33% 507 0 0.0% Q2 2026 Jul 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 36,304 4,339 0.29% 0.29% 508 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 36,095 4,314 0.04% 0.04% 509 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 36,510 4,279 0.35% 0.35% 510 0 0.0% Q2 2026 Aug 07, 2026
Todd Wealth Management, LLC History No change 35,727 4,270 3.24% 3.24% 511 0 0.0% Q2 2026 Oct 07, 2026
Symphony Financial Services, Inc. History No change 35,680 4,264 1.92% 1.92% 512 0 0.0% Q2 2026 Jul 22, 2026
L. Roy Papp & Associates, LLP History No change 34,992 4,182 0.44% 0.44% 513 0 0.0% Q2 2026 Jul 23, 2026
MITCHELL SINKLER & STARR/PA History No change 34,924 4,174 1.74% 1.74% 514 0 0.0% Q2 2026 Jul 21, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 34,869 4,167 0.97% 0.97% 515 0 0.0% Q2 2026 Aug 14, 2026
John A. Wolfe & Associates, Inc. History No change 34,815 4,161 5.73% 5.73% 516 0 0.0% Q2 2026 Jul 29, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 36,765 4,158 1.63% 1.63% 517 0 0.0% Q2 2026 Aug 12, 2026
Belvedere Trading LLC History No change 34,708 4,148 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 31, 2026
Trilogy Capital Inc. History No change 34,666 4,143 0.16% 0.16% 519 0 0.0% Q2 2026 Jul 02, 2026
BLB&B Advisors, LLC History No change 34,661 4,142 0.15% 0.15% 520 0 0.0% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 34,581 4,133 0.28% 0.28% 521 0 0.0% Q2 2026 Jul 21, 2026
Truepoint, Inc. History No change 34,432 4,115 0.09% 0.09% 522 0 0.0% Q2 2026 Jul 31, 2026
Curated Wealth Partners LLC History No change 34,168 4,083 0.47% 0.47% 523 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 34,150 4,081 0.06% 0.06% 524 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 34,142 4,080 0.02% 0.02% 525 0 0.0% Q2 2026 Jul 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 33,999 4,063 0.26% 0.26% 526 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 33,776 4,036 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 11, 2026
Hopwood Financial Services, Inc. History No change 33,667 4,023 2.33% 2.33% 528 0 0.0% Q2 2026 Jul 22, 2026
Polaris Financial Partners History New 31,781 4,014 1.8% — 529 +31,781 New Q3 2026 Oct 02, 2026
Argent Trust Co History No change 33,440 3,996 0.12% 0.12% 530 0 0.0% Q2 2026 Aug 06, 2026
Compass Ion Advisors, LLC History No change 33,403 3,992 0.34% 0.34% 531 0 0.0% Q2 2026 Aug 12, 2026
Archford Capital Strategies, LLC History No change 32,960 3,939 0.4% 0.4% 532 0 0.0% Q2 2026 Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 32,931 3,935 0.06% 0.06% 533 0 0.0% Q2 2026 Aug 10, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 32,876 3,929 0.41% 0.41% 534 0 0.0% Q2 2026 Jul 23, 2026
Center for Financial Planning, Inc. History No change 32,791 3,919 0.37% 0.37% 535 0 0.0% Q2 2026 Jul 21, 2026
LPWM LLC History No change 32,672 3,904 0.87% 0.87% 536 0 0.0% Q2 2026 Jul 24, 2026
Richmond Brothers, Inc. History No change 32,345 3,865 2.01% 2.01% 537 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 32,330 3,864 0.07% 0.07% 538 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 32,315 3,862 0.05% 0.05% 539 0 0.0% Q2 2026 Aug 07, 2026
National Wealth Management Group, LLC History No change 31,991 3,823 1.18% 1.18% 540 0 0.0% Q2 2026 Jul 14, 2026
Synergy Financial Group, LTD History No change 31,496 3,764 2.71% 2.71% 541 0 0.0% Q2 2026 Aug 04, 2026
NWM ADVISORS, LLC History No change 31,150 3,723 2.93% 2.93% 542 0 0.0% Q2 2026 Aug 28, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 31,118 3,719 0.2% 0.2% 543 0 0.0% Q2 2026 Aug 10, 2026
CMG Global Holdings, LLC History No change 31,097 3,716 1.58% 1.58% 544 0 0.0% Q2 2026 Jul 28, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 30,619 3,659 1.53% 1.53% 545 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 30,537 3,649 0.03% 0.03% 546 0 0.0% Q2 2026 Aug 10, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 30,529 3,648 1.04% 1.04% 547 0 0.0% Q2 2026 Aug 12, 2026
Apella Capital, LLC History Reduced 27,971 3,618 0.05% 0.05% 548 -83 -0.3% Q3 2026 Oct 08, 2026
PFG Advisors History No change 30,173 3,606 0.18% 0.18% 549 0 0.0% Q2 2026 Jul 16, 2026
HUB Investment Partners, LLC History No change 29,881 3,571 0.06% 0.06% 550 0 0.0% Q2 2026 Jul 31, 2026
Stonebridge Financial Planning Group, LLC History No change 29,625 3,540 1.13% 1.13% 551 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 29,569 3,534 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 14, 2026
Heritage Investment Group, Inc. History No change 29,528 3,529 0.47% 0.47% 553 0 0.0% Q2 2026 Jul 29, 2026
Global Wealth Management, LLC History No change 29,508 3,526 1.8% 1.8% 554 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 29,489 3,524 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 06, 2026
TSFG, LLC History No change 29,416 3,516 0.44% 0.44% 556 0 0.0% Q2 2026 Jul 23, 2026
Brookwood Investment Group LLC History No change 29,380 3,511 0.4% 0.4% 557 0 0.0% Q2 2026 Jul 23, 2026
Checchi Capital Advisers, LLC History No change 29,314 3,503 0.16% 0.16% 558 0 0.0% Q2 2026 Aug 04, 2026
Leelyn Smith, LLC History No change 29,240 3,494 0.42% 0.42% 559 0 0.0% Q2 2026 Jul 23, 2026
Tranquilli Financial Advisor LLC History No change 29,061 3,473 1.87% 1.87% 560 0 0.0% Q2 2026 Aug 07, 2026
W ADVISORS, LLC History No change 29,065 3,473 1.58% 1.58% 561 0 0.0% Q2 2026 Jul 31, 2026
Crestwood Advisors Group, LLC History No change 29,013 3,467 0.05% 0.05% 562 0 0.0% Q2 2026 Aug 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 28,864 3,449 0.3% 0.3% 563 0 0.0% Q2 2026 Jul 27, 2026
GPM Growth Investors, Inc. History No change 28,756 3,436 1.43% 1.43% 564 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 29,497 3,435 0.3% 0.3% 565 0 0.0% Q2 2026 Sep 25, 2026
Simplicity Wealth,LLC History No change 28,626 3,421 0.12% 0.12% 566 0 0.0% Q2 2026 Aug 06, 2026
Harbor Asset Planning, Inc. History No change 28,589 3,417 2.57% 2.57% 567 0 0.0% Q2 2026 Jul 22, 2026
Guardian Asset Advisors, LLC History No change 28,498 3,406 1.57% 1.57% 568 0 0.0% Q2 2026 Jul 21, 2026
Bison Wealth, LLC History No change 29,188 3,396 0.31% 0.31% 569 0 0.0% Q2 2026 Jul 07, 2026
WESPAC Advisors, LLC History No change 28,350 3,388 1.65% 1.65% 570 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 28,287 3,380 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 12, 2026
City State Bank History No change 28,215 3,372 0.77% 0.77% 572 0 0.0% Q2 2026 Jul 14, 2026
Tower View Wealth Management LLC History No change 27,988 3,345 1.47% 1.47% 573 0 0.0% Q2 2026 Jul 24, 2026
Goldstone Financial Group, LLC History No change 27,986 3,344 0.31% 0.31% 574 0 0.0% Q2 2026 Aug 11, 2026
Fiduciary Alliance LLC History No change 27,955 3,341 0.23% 0.23% 575 0 0.0% Q2 2026 Jul 20, 2026
WESBANCO BANK INC History No change 27,928 3,337 0.08% 0.08% 576 0 0.0% Q2 2026 Jul 28, 2026
NorthLanding Financial Partners, LLC History No change 27,633 3,302 2.28% 2.28% 577 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 27,570 3,295 0.13% 0.13% 578 0 0.0% Q2 2026 Jul 22, 2026
Gross & Hartman Investments LLC History No change 27,463 3,282 1.45% 1.45% 579 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 28,057 3,265 0.4% 0.4% 580 0 0.0% Q2 2026 Jul 08, 2026
Darrow Company, Inc. History No change 27,725 3,232 1.25% 1.25% 581 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 26,887 3,213 0.16% 0.16% 582 0 0.0% Q2 2026 Aug 04, 2026
LOM Asset Management Ltd History No change 26,816 3,205 0.83% 0.83% 583 0 0.0% Q2 2026 Aug 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,589 3,201 0.4% 0.4% 584 0 0.0% Q2 2026 Aug 05, 2026
Strategic Investment Solutions, Inc. /IL History No change 26,738 3,196 0.73% 0.73% 585 0 0.0% Q2 2026 Jul 08, 2026
FourThought Financial Partners, LLC History No change 26,657 3,186 0.25% 0.25% 586 0 0.0% Q2 2026 Aug 12, 2026
Modern Wealth Management, LLC History No change 26,656 3,185 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 26,605 3,178 0.84% 0.84% 588 0 0.0% Q2 2026 Jul 30, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 26,568 3,175 0.1% 0.1% 589 0 0.0% Q2 2026 Aug 20, 2026
Dynamic Advisor Solutions LLC History No change 26,507 3,168 0.09% 0.09% 590 0 0.0% Q2 2026 Jul 07, 2026
Ethos Financial Group, LLC History No change 29,136 3,152 0.21% 0.21% 591 0 0.0% Q2 2026 Aug 07, 2026
Timbuktu Capital Management, LLC History No change 26,364 3,151 4.74% 4.74% 592 0 0.0% Q2 2026 Aug 13, 2026
Wealth Management Associates, Inc. History No change 26,334 3,147 0.87% 0.87% 593 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 27,211 3,133 0.17% 0.17% 594 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 26,200 3,131 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 07, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 26,122 3,122 2.16% 2.16% 596 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 26,107 3,120 0.17% 0.17% 597 0 0.0% Q2 2026 Jul 31, 2026
PFG Investments, LLC History No change 26,106 3,120 0.12% 0.12% 598 0 0.0% Q2 2026 Jul 23, 2026
Phillip James Consulting Co. History No change 26,080 3,117 2.08% 2.08% 599 0 0.0% Q2 2026 Jul 28, 2026
tru Independence LLC History No change 25,996 3,107 1.36% 1.36% 600 0 0.0% Q2 2026 Aug 10, 2026
Bragg Financial Advisors, Inc History No change 25,778 3,080 0.08% 0.08% 601 0 0.0% Q2 2026 Aug 12, 2026
MBL Wealth, LLC History No change 25,692 3,070 0.21% 0.21% 602 0 0.0% Q2 2026 Jul 15, 2026
Ballentine Partners, LLC History No change 25,640 3,064 0.04% 0.04% 603 0 0.0% Q2 2026 Jul 17, 2026
Sowell Financial Services LLC History No change 25,609 3,060 0.1% 0.1% 604 0 0.0% Q2 2026 Jul 17, 2026
TUCKER ASSET MANAGEMENT LLC History No change 25,539 3,052 0.75% 0.75% 605 0 0.0% Q2 2026 Aug 27, 2026
NOMURA HOLDINGS INC History No change 25,500 3,047 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 25,400 3,035 0.04% 0.04% 607 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 25,391 3,034 0.09% 0.09% 608 0 0.0% Q2 2026 Aug 05, 2026
Black Diamond Financial, LLC History No change 25,363 3,031 0.27% 0.27% 609 0 0.0% Q2 2026 Aug 04, 2026
CORA CAPITAL ADVISORS LLC History No change 25,088 2,998 0.84% 0.84% 610 0 0.0% Q2 2026 Jul 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 25,064 2,995 0.05% 0.05% 611 0 0.0% Q2 2026 Aug 03, 2026
Visionary Wealth Advisors History No change 25,050 2,993 0.12% 0.12% 612 0 0.0% Q2 2026 Aug 13, 2026
B. Riley Wealth Advisors, Inc. History No change 25,496 2,970 0.16% 0.16% 613 0 0.0% Q2 2026 Jul 14, 2026
Blackston Financial Advisory Group, LLC History No change 24,853 2,970 1.67% 1.67% 614 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 25,501 2,967 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 27, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 24,673 2,948 0.7% 0.7% 616 0 0.0% Q2 2026 Jul 15, 2026
Evanson Financial, LLC History No change 24,658 2,947 0.14% 0.14% 617 0 0.0% Q2 2026 Jul 07, 2026
Douglass Winthrop Advisors, LLC History No change 24,560 2,935 0.05% 0.05% 618 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 24,548 2,933 0.1% 0.1% 619 0 0.0% Q2 2026 Jul 30, 2026
TRITONPOINT WEALTH, LLC History No change 24,535 2,932 0.29% 0.29% 620 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 24,535 2,932 0.24% 0.24% 621 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 24,526 2,931 0.15% 0.15% 622 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 24,462 2,923 0.03% 0.03% 623 0 0.0% Q2 2026 Jul 21, 2026
Retireful, LLC History No change 24,342 2,909 2.71% 2.71% 624 0 0.0% Q2 2026 Jul 22, 2026
Marex Group Ltd History No change 24,336 2,908 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 24,278 2,901 0.26% 0.26% 626 0 0.0% Q2 2026 Jul 16, 2026
Traynor Capital Management, Inc. History No change 24,201 2,892 0.13% 0.13% 627 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 24,137 2,884 0.08% 0.08% 628 0 0.0% Q2 2026 Aug 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 23,995 2,867 0.12% 0.12% 629 0 0.0% Q2 2026 Aug 03, 2026
HANOVER ADVISORS INC History No change 23,883 2,854 1.03% 1.03% 630 0 0.0% Q2 2026 Aug 12, 2026
Sovran Advisors, LLC History No change 25,720 2,851 0.21% 0.21% 631 0 0.0% Q2 2026 Jul 29, 2026
Focus Financial Network, Inc. History No change 23,788 2,843 0.09% 0.09% 632 0 0.0% Q2 2026 Jul 09, 2026
Premier Path Wealth Partners, LLC History No change 23,716 2,834 0.33% 0.33% 633 0 0.0% Q2 2026 Jul 21, 2026
TWO SIGMA SECURITIES, LLC History No change 23,702 2,832 0.24% 0.24% 634 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 23,653 2,827 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 23,630 2,824 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 23,630 2,824 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 14, 2026
Birchcreek Wealth Management, LLC History No change 23,522 2,811 1.1% 1.1% 638 0 0.0% Q2 2026 Aug 06, 2026
CRA Financial Services, LLC History No change 23,500 2,808 0.32% 0.32% 639 0 0.0% Q2 2026 Jul 24, 2026
National Philanthropic Trust History No change 23,483 2,806 0.04% 0.04% 640 0 0.0% Q2 2026 Aug 14, 2026
CWS Financial Advisors, LLC History No change 23,453 2,803 0.62% 0.62% 641 0 0.0% Q2 2026 Jul 30, 2026
Indiana Trust & Investment Management Co History No change 23,424 2,799 0.77% 0.77% 642 0 0.0% Q2 2026 Jul 22, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 23,384 2,794 0.46% 0.46% 643 0 0.0% Q2 2026 Jul 27, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 23,368 2,792 0.6% 0.6% 644 0 0.0% Q2 2026 Jul 22, 2026
Midwest Trust Co History No change 23,342 2,789 0.03% 0.03% 645 0 0.0% Q2 2026 Aug 04, 2026
BENJAMIN EDWARDS INC History No change 23,324 2,787 0.03% 0.03% 646 0 0.0% Q2 2026 Jul 24, 2026
Qube Research & Technologies Ltd History No change 23,142 2,765 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,113 2,762 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 23,082 2,758 0.31% 0.31% 649 0 0.0% Q2 2026 Jul 09, 2026
HF Advisory Group, LLC History No change 23,056 2,755 0.85% 0.85% 650 0 0.0% Q2 2026 Jul 08, 2026
VVR Holdings LLC History No change 22,954 2,743 1.19% 1.19% 651 0 0.0% Q2 2026 Jul 15, 2026
RiverFront Investment Group, LLC History No change 22,870 2,733 0.04% 0.04% 652 0 0.0% Q2 2026 Jul 29, 2026
Finward Bancorp History No change 22,796 2,724 2.07% 2.07% 653 0 0.0% Q2 2026 Jul 16, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 22,689 2,711 1.3% 1.3% 654 0 0.0% Q2 2026 Aug 13, 2026
Cannell & Spears LLC History No change 22,658 2,708 0.05% 0.05% 655 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 22,659 2,708 0.24% 0.24% 656 0 0.0% Q2 2026 Jul 28, 2026
One Day In July LLC History No change 22,658 2,708 0.19% 0.19% 657 0 0.0% Q2 2026 Aug 03, 2026
SOA Wealth Advisors, LLC. History No change 22,593 2,700 0.45% 0.45% 658 0 0.0% Q2 2026 Jul 21, 2026
Affiance Financial, LLC History No change 22,449 2,683 0.39% 0.39% 659 0 0.0% Q2 2026 Jul 09, 2026
HRT FINANCIAL LP History No change 22,368 2,673 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 22,359 2,672 0.15% 0.15% 661 0 0.0% Q2 2026 Aug 14, 2026
Bayshore Capital Advisors, LLC History No change 22,352 2,671 1.25% 1.25% 662 0 0.0% Q2 2026 Jul 22, 2026
Sovereign Financial Group, Inc. History No change 22,341 2,670 0.41% 0.41% 663 0 0.0% Q2 2026 Jul 24, 2026
Peachtree Investment Partners, LLC History No change 22,304 2,665 0.85% 0.85% 664 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 22,263 2,660 0.01% 0.01% 665 0 0.0% Q2 2026 Sep 23, 2026
Calamos Wealth Management LLC History No change 22,236 2,657 0.08% 0.08% 666 0 0.0% Q2 2026 Jul 31, 2026
Next Capital Management LLC History No change 22,184 2,651 0.72% 0.72% 667 0 0.0% Q2 2026 Aug 03, 2026
KDK Private Wealth Management, LLC History No change 22,159 2,648 2.2% 2.2% 668 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 22,107 2,642 0.3% 0.3% 669 0 0.0% Q2 2026 Jul 27, 2026
ENTREWEALTH, LLC History No change 22,033 2,635 0.98% 0.98% 670 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 20,725 2,604 0.07% 0.07% 671 +554 2.75% Q3 2026 Oct 07, 2026
Dunhill Financial, LLC History No change 21,752 2,599 0.53% 0.53% 672 0 0.0% Q2 2026 Aug 07, 2026
Florida Trust Wealth Management Co History No change 21,736 2,597 0.06% 0.06% 673 0 0.0% Q2 2026 Jul 27, 2026
Signature Equity Partners, LLC History No change 21,598 2,581 1.18% 1.18% 674 0 0.0% Q2 2026 Jul 30, 2026
CDKV HOLDINGS LLC History No change 21,580 2,579 2.02% 2.02% 675 0 0.0% Q2 2026 Jul 30, 2026
Baker Avenue Asset Management, LP History No change 21,507 2,570 0.05% 0.05% 676 0 0.0% Q2 2026 Jul 28, 2026
AlTi Global, Inc. History No change 21,393 2,556 0.05% 0.05% 677 0 0.0% Q2 2026 Aug 05, 2026
MONEY CONCEPTS CAPITAL CORP History No change 21,163 2,529 0.12% 0.12% 678 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 3,625 2,529 0.07% 0.07% 679 0 0.0% Q2 2026 Aug 13, 2026
CARDIFF PARK ADVISORS, LLC History No change 21,041 2,514 0.19% 0.19% 680 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 20,976 2,507 1.03% 1.03% 681 0 0.0% Q2 2026 Sep 18, 2026
PACIFIC SUN FINANCIAL CORP History No change 20,908 2,498 1.03% 1.03% 682 0 0.0% Q2 2026 Aug 07, 2026
JB Capital LLC History No change 20,640 2,466 0.09% 0.09% 683 0 0.0% Q2 2026 Jul 29, 2026
Gryphon Financial Partners LLC History No change 20,624 2,464 0.22% 0.22% 684 0 0.0% Q2 2026 Aug 05, 2026
Safe Harbor Family Capital, LLC History No change 20,485 2,448 1.64% 1.64% 685 0 0.0% Q2 2026 Aug 10, 2026
Jacobs Equity LLC History No change 20,487 2,448 1.69% 1.69% 686 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 20,411 2,439 0.03% 0.03% 687 0 0.0% Q2 2026 Aug 06, 2026
SteelPeak Wealth, LLC History No change 20,394 2,437 0.06% 0.06% 688 0 0.0% Q2 2026 Jul 13, 2026
GC Wealth Management RIA, LLC History No change 20,346 2,431 0.14% 0.14% 689 0 0.0% Q2 2026 Jul 16, 2026
American Trust History No change 20,313 2,427 0.19% 0.19% 690 0 0.0% Q2 2026 Aug 14, 2026
UNION SAVINGS BANK History No change 20,304 2,426 0.97% 0.97% 691 0 0.0% Q2 2026 Jul 23, 2026
Community Bank, N.A. History No change 20,270 2,422 0.26% 0.26% 692 0 0.0% Q2 2026 Aug 13, 2026
Convergence Financial, LLC History No change 20,072 2,399 0.19% 0.19% 693 0 0.0% Q2 2026 Aug 05, 2026
CAHILL FINANCIAL ADVISORS INC History No change 20,036 2,394 0.23% 0.23% 694 0 0.0% Q2 2026 Aug 11, 2026
Citizens National Bank Trust Department History No change 20,004 2,390 0.35% 0.35% 695 0 0.0% Q2 2026 Jul 22, 2026
Bay Harbor Wealth Management, LLC History No change 19,984 2,388 0.55% 0.55% 696 0 0.0% Q2 2026 Jul 28, 2026
Discipline Wealth Solutions, LLC History No change 19,960 2,385 0.21% 0.21% 697 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Wealth Management, LLC History No change 19,935 2,382 0.1% 0.1% 698 0 0.0% Q2 2026 Jul 22, 2026
Rinkey Investments History No change 19,935 2,382 0.56% 0.56% 699 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History No change 19,889 2,377 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 10, 2026
Rolek Wealth Management LLC History No change 19,850 2,372 1.33% 1.33% 701 0 0.0% Q2 2026 Jul 14, 2026
BEARING POINT CAPITAL, LLC History No change 19,783 2,364 0.32% 0.32% 702 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 19,763 2,362 0.46% 0.46% 703 0 0.0% Q2 2026 Aug 05, 2026
Gateway Wealth Partners, LLC History No change 19,696 2,354 0.14% 0.14% 704 0 0.0% Q2 2026 Aug 04, 2026
Madison Wealth Partners, Inc History No change 19,613 2,344 0.3% 0.3% 705 0 0.0% Q2 2026 Aug 12, 2026
Round Rock Advisors LLC History No change 19,470 2,327 0.3% 0.3% 706 0 0.0% Q2 2026 Aug 12, 2026
Kathmere Capital Management, LLC History No change 19,424 2,321 0.12% 0.12% 707 0 0.0% Q2 2026 Jul 29, 2026
Trust Point Inc. History No change 19,369 2,314 0.2% 0.2% 708 0 0.0% Q2 2026 Jul 08, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 19,287 2,305 1.06% 1.06% 709 0 0.0% Q2 2026 Sep 18, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 19,211 2,296 0.57% 0.57% 710 0 0.0% Q2 2026 Jul 24, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 19,163 2,290 0.05% 0.05% 711 0 0.0% Q2 2026 Jul 17, 2026
Stonebridge Financial Group, LLC/CA History No change 19,108 2,283 0.32% 0.32% 712 0 0.0% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History No change 19,058 2,277 0.04% 0.04% 713 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 19,024 2,273 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 18,969 2,267 0.03% 0.03% 715 0 0.0% Q2 2026 Aug 11, 2026
AlphaStar Capital Management, LLC History No change 18,939 2,263 0.14% 0.14% 716 0 0.0% Q2 2026 Jul 30, 2026
Pure Financial Advisors, LLC History No change 18,916 2,260 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 14, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 18,840 2,250 0.8% 0.8% 718 0 0.0% Q2 2026 Aug 11, 2026
Pines Wealth Management, LLC History No change 18,805 2,247 0.65% 0.65% 719 0 0.0% Q2 2026 Jul 22, 2026
RETIREMENT GUYS FORMULA LLC History No change 18,706 2,235 0.84% 0.84% 720 0 0.0% Q2 2026 Jul 30, 2026
Zullo Investment Group, Inc. History No change 18,692 2,234 0.76% 0.76% 721 0 0.0% Q2 2026 Jul 31, 2026
Rockwood Wealth Management, LLC History No change 18,627 2,226 0.14% 0.14% 722 0 0.0% Q2 2026 Jul 13, 2026
Krilogy Financial LLC History No change 18,489 2,209 0.07% 0.07% 723 0 0.0% Q2 2026 Jul 27, 2026
Riverbend Wealth Management, LLC History No change 18,485 2,209 1.11% 1.11% 724 0 0.0% Q2 2026 Jul 22, 2026
Carnegie Investment Counsel History No change 18,436 2,203 0.04% 0.04% 725 0 0.0% Q2 2026 Jul 30, 2026
Secure Asset Management, LLC History No change 18,398 2,198 0.31% 0.31% 726 0 0.0% Q2 2026 Jul 15, 2026
Keystone Financial Group History No change 18,163 2,170 0.13% 0.13% 727 0 0.0% Q2 2026 Jul 29, 2026
Long Island Wealth Management, Inc. History No change 18,117 2,165 0.89% 0.89% 728 0 0.0% Q2 2026 Aug 07, 2026
Regent Peak Wealth Advisors LLC History No change 18,107 2,164 0.4% 0.4% 729 0 0.0% Q2 2026 Jul 10, 2026
McNaughton Wealth Management, LLC History No change 18,072 2,159 0.77% 0.77% 730 0 0.0% Q2 2026 Jul 07, 2026
North Star Investment Management Corp. History No change 18,035 2,155 0.12% 0.12% 731 0 0.0% Q2 2026 Jul 28, 2026
Concord Asset Management, LLC/VA History No change 18,027 2,154 0.33% 0.33% 732 0 0.0% Q2 2026 Jul 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 17,978 2,148 0.02% 0.02% 733 0 0.0% Q2 2026 Sep 23, 2026
Ascent Wealth Partners, LLC History No change 17,832 2,131 0.21% 0.21% 734 0 0.0% Q2 2026 Jul 31, 2026
Resolute Advisors LLC History No change 17,749 2,121 0.51% 0.51% 735 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 17,744 2,120 0.47% 0.47% 736 0 0.0% Q2 2026 Jul 27, 2026
Advocate Investing Services LLC History No change 17,694 2,114 1.63% 1.63% 737 0 0.0% Q2 2026 Jul 28, 2026
WJ Financial Advisors LLC History No change 17,670 2,111 1.55% 1.55% 738 0 0.0% Q2 2026 Aug 13, 2026
ELEVATUS WELATH MANAGEMENT History No change 17,551 2,097 0.51% 0.51% 739 0 0.0% Q2 2026 Aug 13, 2026
UNIQUE WEALTH, LLC History No change 17,543 2,096 0.24% 0.24% 740 0 0.0% Q2 2026 Jul 21, 2026
Independent Advisor Alliance History No change 17,511 2,092 0.05% 0.05% 741 0 0.0% Q2 2026 Aug 12, 2026
Kellett Wealth Advisors, LLC History No change 17,492 2,090 0.97% 0.97% 742 0 0.0% Q2 2026 Jul 23, 2026
Cadent Capital Advisors, LLC History No change 17,467 2,087 0.43% 0.43% 743 0 0.0% Q2 2026 Jul 13, 2026
J. M. Brown & Associates Inc. History No change 17,432 2,083 1.19% 1.19% 744 0 0.0% Q2 2026 Jul 23, 2026
American Institute for Advanced Investment Management, LLP History No change 17,408 2,080 1.2% 1.2% 745 0 0.0% Q2 2026 Jul 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 17,296 2,067 0.05% 0.05% 746 0 0.0% Q2 2026 Jul 17, 2026
Choate Investment Advisors History No change 17,240 2,060 0.04% 0.04% 747 0 0.0% Q2 2026 Aug 11, 2026
Cascades Capital Asset Management, LLC History No change 17,185 2,053 0.76% 0.76% 748 0 0.0% Q2 2026 Aug 14, 2026
RM Financial Services, LLC History No change 17,180 2,053 1.53% 1.53% 749 0 0.0% Q2 2026 Aug 04, 2026
BOK Financial Private Wealth, Inc. History No change 17,153 2,050 0.11% 0.11% 750 0 0.0% Q2 2026 Aug 07, 2026
LM Advisors LLC History No change 17,075 2,041 0.24% 0.24% 751 0 0.0% Q2 2026 Aug 12, 2026
Capital Square, LLC History No change 17,222 2,033 0.89% 0.89% 752 0 0.0% Q2 2026 Aug 12, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 16,984 2,029 1.05% 1.05% 753 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Management, LLC History No change 16,957 2,026 0.69% 0.69% 754 0 0.0% Q2 2026 Jul 07, 2026
Birch Hill Investment Advisors LLC History No change 16,944 2,025 0.08% 0.08% 755 0 0.0% Q2 2026 Jul 21, 2026
STOCK YARDS BANK & TRUST CO History No change 16,832 2,011 0.06% 0.06% 756 0 0.0% Q2 2026 Aug 19, 2026
Innovative Asset Advisors Group, LLC History No change 16,826 2,011 0.88% 0.88% 757 0 0.0% Q2 2026 Aug 05, 2026
Blue Fin Capital, Inc. History No change 16,755 2,002 0.29% 0.29% 758 0 0.0% Q2 2026 Aug 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 16,656 1,990 0.06% 0.06% 759 0 0.0% Q2 2026 Aug 10, 2026
Advisory Advocates, LLC History No change 16,614 1,985 1.7% 1.7% 760 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL CONSULATE, INC History No change 16,492 1,971 0.22% 0.22% 761 0 0.0% Q2 2026 Jul 23, 2026
GILL CAPITAL PARTNERS, LLC History No change 16,400 1,960 0.52% 0.52% 762 0 0.0% Q2 2026 Aug 20, 2026
PCA Investment Advisory Services Inc. History No change 16,309 1,949 0.54% 0.54% 763 0 0.0% Q2 2026 Jul 27, 2026
Berger Financial Group, Inc History No change 16,245 1,941 0.1% 0.1% 764 0 0.0% Q2 2026 Aug 04, 2026
Falcon Wealth Planning History No change 16,227 1,939 0.12% 0.12% 765 0 0.0% Q2 2026 Jul 13, 2026
JTC Employer Solutions Trustee Ltd History No change 16,224 1,939 0.16% 0.16% 766 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 16,224 1,939 0.04% 0.04% 767 0 0.0% Q2 2026 Aug 10, 2026
Guardian Capital, LLC History No change 16,178 1,933 1.58% 1.58% 768 0 0.0% Q2 2026 Aug 07, 2026
Mainstream Capital Management LLC History No change 16,107 1,925 1.16% 1.16% 769 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 16,071 1,920 0.11% 0.11% 770 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 16,054 1,918 0.09% 0.09% 771 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 16,054 1,918 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History No change 16,003 1,912 0.25% 0.25% 773 0 0.0% Q2 2026 Jul 16, 2026
Key FInancial Inc History No change 15,992 1,911 0.31% 0.31% 774 0 0.0% Q2 2026 Jul 24, 2026
Embree Financial Group History No change 15,988 1,910 0.19% 0.19% 775 0 0.0% Q2 2026 Jul 15, 2026
Regal Investment Advisors LLC History No change 15,941 1,905 0.1% 0.1% 776 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Group, Inc. (Ohio) History No change 15,936 1,904 1.27% 1.27% 777 0 0.0% Q2 2026 Aug 12, 2026
Schrum Private Wealth Management LLC History No change 6,639 1,901 1.95% 1.95% 778 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 15,757 1,883 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Advisors, LLC History No change 15,729 1,879 0.48% 0.48% 780 0 0.0% Q2 2026 Aug 06, 2026
Anchor Bay Capital, Inc. History No change 15,581 1,873 1.01% 1.01% 781 0 0.0% Q2 2026 Aug 11, 2026
Pine Valley Investments Ltd Liability Co History No change 15,648 1,870 0.07% 0.07% 782 0 0.0% Q2 2026 Jul 24, 2026
MANNING & NAPIER ADVISORS LLC History No change 15,637 1,868 0.02% 0.02% 783 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 15,606 1,865 0.11% 0.11% 784 0 0.0% Q2 2026 Aug 05, 2026
Hershey Financial Advisers, LLC History No change 15,599 1,864 1.34% 1.34% 785 0 0.0% Q2 2026 Aug 11, 2026
Warwick Investment Management, Inc. History No change 15,535 1,856 0.21% 0.21% 786 0 0.0% Q2 2026 Jul 31, 2026
OneAscent Financial Services LLC History No change 15,493 1,851 0.09% 0.09% 787 0 0.0% Q2 2026 Aug 11, 2026
Unique Wealth Strategies, LLC History No change 15,478 1,849 0.67% 0.67% 788 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Co of New England, Inc. History No change 15,461 1,847 0.66% 0.66% 789 0 0.0% Q2 2026 Jul 30, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 15,432 1,844 0.15% 0.15% 790 0 0.0% Q2 2026 Jul 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 15,429 1,844 0.02% 0.02% 791 0 0.0% Q2 2026 Aug 13, 2026
SmartHarvest Portfolios, LLC History No change 15,431 1,844 0.6% 0.6% 792 0 0.0% Q2 2026 Aug 04, 2026
Americana Partners, LLC History No change 15,395 1,840 0.04% 0.04% 793 0 0.0% Q2 2026 Aug 05, 2026
Gerber Kawasaki Wealth & Investment Management History No change 15,387 1,839 0.05% 0.05% 794 0 0.0% Q2 2026 Aug 07, 2026
Allied Investment Advisors, LLC History No change 15,392 1,839 0.23% 0.23% 795 0 0.0% Q2 2026 Jul 20, 2026
Riverpoint Wealth Management Holdings, LLC History No change 15,365 1,836 0.34% 0.34% 796 0 0.0% Q2 2026 Jul 27, 2026
NICOLET BANKSHARES INC History No change 15,544 1,833 0.06% 0.06% 797 0 0.0% Q2 2026 Aug 11, 2026
GREENLEAF TRUST History No change 15,313 1,830 0.02% 0.02% 798 0 0.0% Q2 2026 Jul 21, 2026
Patriot Financial Group Insurance Agency, LLC History No change 15,282 1,826 0.19% 0.19% 799 0 0.0% Q2 2026 Jul 16, 2026
17 CAPITAL PARTNERS, LLC History No change 15,252 1,822 0.82% 0.82% 800 0 0.0% Q2 2026 Aug 06, 2026
ROCKLAND TRUST CO History No change 14,464 1,817 0.07% 0.07% 801 0 0.0% Q3 2026 Oct 05, 2026
Aventus Investment Advisors, Inc. History No change 15,200 1,816 1.33% 1.33% 802 0 0.0% Q2 2026 Jul 24, 2026
Telos Capital Management, Inc. History No change 15,160 1,811 0.16% 0.16% 803 0 0.0% Q2 2026 Jul 22, 2026
CHRISTINE MESSMER PC History No change 15,149 1,810 1.02% 1.02% 804 0 0.0% Q2 2026 Jul 23, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 15,142 1,809 0.54% 0.54% 805 0 0.0% Q2 2026 Jul 31, 2026
Triad Wealth Partners, LLC History No change 15,690 1,806 0.11% 0.11% 806 0 0.0% Q2 2026 Aug 10, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 14,998 1,792 0.44% 0.44% 807 0 0.0% Q2 2026 Jul 28, 2026
HCR Wealth Advisors History No change 14,903 1,781 0.16% 0.16% 808 0 0.0% Q2 2026 Jul 13, 2026
Leo H. Evart, Inc. History No change 14,893 1,780 1.41% 1.41% 809 0 0.0% Q2 2026 Aug 17, 2026
SIGNATUREFD, LLC History No change 14,883 1,778 0.02% 0.02% 810 0 0.0% Q2 2026 Jul 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 14,839 1,773 0.09% 0.09% 811 0 0.0% Q2 2026 Jul 20, 2026
Quantum Financial Advisors, LLC History No change 14,832 1,772 0.18% 0.18% 812 0 0.0% Q2 2026 Jul 08, 2026
TAGStone Capital, Inc. History No change 14,804 1,769 0.56% 0.56% 813 0 0.0% Q2 2026 Aug 11, 2026
Towerpoint Wealth, LLC History No change 14,784 1,767 0.61% 0.61% 814 0 0.0% Q2 2026 Jul 09, 2026
Conservest Capital Advisors, Inc. History No change 14,782 1,766 0.14% 0.14% 815 0 0.0% Q2 2026 Jul 22, 2026
Relyea Zuckerberg Hanson LLC History No change 14,748 1,762 0.15% 0.15% 816 0 0.0% Q2 2026 Jul 16, 2026
IMC-Chicago, LLC History No change 14,732 1,760 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 06, 2026
APS Management Group, Inc. History No change 14,707 1,757 1.35% 1.35% 818 0 0.0% Q2 2026 Jul 10, 2026
Main Street Group, LTD History No change 14,648 1,750 0.41% 0.41% 819 0 0.0% Q2 2026 Jul 13, 2026
Bleakley Financial Group, LLC History No change 14,580 1,742 0.02% 0.02% 820 0 0.0% Q2 2026 Aug 05, 2026
MIRAMONTES CAPITAL, LLC History No change 14,562 1,740 0.54% 0.54% 821 0 0.0% Q2 2026 Sep 09, 2026
BOS Asset Management, LLC History No change 14,552 1,739 0.4% 0.4% 822 0 0.0% Q2 2026 Jul 13, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 14,476 1,730 0.73% 0.73% 823 0 0.0% Q2 2026 Jul 16, 2026
Confluence Wealth Services, Inc. History No change 14,395 1,720 0.05% 0.05% 824 0 0.0% Q2 2026 Jul 22, 2026
ATX Financial Planning, LLC History No change 14,357 1,715 1.14% 1.14% 825 0 0.0% Q2 2026 Aug 20, 2026
Squarepoint Ops LLC History No change 14,264 1,704 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 14,211 1,698 0.75% 0.75% 827 0 0.0% Q2 2026 Jul 28, 2026
XY Planning Network, Inc. History No change 14,203 1,697 0.21% 0.21% 828 0 0.0% Q2 2026 Jul 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,432 1,696 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 14, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 14,176 1,694 0.27% 0.27% 830 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 13,990 1,672 0.38% 0.38% 831 0 0.0% Q2 2026 Sep 02, 2026
Fortis Capital Advisors, LLC History No change 13,979 1,670 0.19% 0.19% 832 0 0.0% Q2 2026 Jul 31, 2026
Moors & Cabot, Inc. History No change 13,960 1,668 0.06% 0.06% 833 0 0.0% Q2 2026 Aug 10, 2026
Sandy Cove Advisors, LLC History No change 13,939 1,666 0.42% 0.42% 834 0 0.0% Q2 2026 Jul 07, 2026
AVISO WEALTH MANAGEMENT History No change 13,939 1,666 0.57% 0.57% 835 0 0.0% Q2 2026 Aug 04, 2026
Heritage Trust Co History No change 13,880 1,658 0.14% 0.14% 836 0 0.0% Q2 2026 Aug 06, 2026
Per Stirling Capital Management, LLC. History No change 13,753 1,643 0.16% 0.16% 837 0 0.0% Q2 2026 Aug 14, 2026
Northwest Wealth Advisors, LLC History No change 13,732 1,641 0.94% 0.94% 838 0 0.0% Q2 2026 Jul 23, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 13,712 1,638 0.29% 0.29% 839 0 0.0% Q2 2026 Aug 04, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 13,704 1,637 0.08% 0.08% 840 0 0.0% Q2 2026 Aug 11, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 13,652 1,631 0.58% 0.58% 841 0 0.0% Q2 2026 Jul 30, 2026
WealthCare Investment Partners, LLC History No change 13,608 1,626 0.39% 0.39% 842 0 0.0% Q2 2026 Aug 10, 2026
Capital Squared Financial LLC History No change 13,588 1,624 1.06% 1.06% 843 0 0.0% Q2 2026 Jul 21, 2026
Sunrise Financial Services, LLC History No change 13,489 1,612 0.96% 0.96% 844 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 13,476 1,610 0.06% 0.06% 845 0 0.0% Q2 2026 Jul 08, 2026
Addison Capital Co History No change 13,448 1,607 0.26% 0.26% 846 0 0.0% Q2 2026 Aug 04, 2026
Autumn Glory Partners, LLC History No change 13,451 1,607 0.46% 0.46% 847 0 0.0% Q2 2026 Aug 03, 2026
Redwood Investment Management, LLC History No change 13,424 1,604 0.16% 0.16% 848 0 0.0% Q2 2026 Aug 14, 2026
Gallacher Capital Management LLC History No change 13,356 1,596 0.9% 0.9% 849 0 0.0% Q2 2026 Jul 16, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 13,328 1,592 0.07% 0.07% 850 0 0.0% Q2 2026 Jul 24, 2026
Arete Wealth Advisors, LLC History No change 13,292 1,588 0.1% 0.1% 851 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 13,253 1,584 0.06% 0.06% 852 0 0.0% Q2 2026 Aug 06, 2026
COOKSON PEIRCE & CO INC History No change 13,250 1,583 0.05% 0.05% 853 0 0.0% Q2 2026 Jul 23, 2026
SYM FINANCIAL Corp History No change 13,226 1,580 0.13% 0.13% 854 0 0.0% Q2 2026 Aug 04, 2026
First Pacific Financial History No change 13,228 1,580 0.19% 0.19% 855 0 0.0% Q2 2026 Jul 20, 2026
GARRISON POINT ADVISORS, LLC History No change 13,152 1,571 0.64% 0.64% 856 0 0.0% Q2 2026 Jul 31, 2026
Bedel Financial Consulting, Inc. History No change 13,082 1,563 0.15% 0.15% 857 0 0.0% Q2 2026 Jul 29, 2026
Applied Capital LLC History No change 12,986 1,552 0.5% 0.5% 858 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 12,894 1,541 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 12,845 1,535 0.09% 0.09% 860 0 0.0% Q2 2026 Aug 04, 2026
AA Financial Advisors, LLC History No change 12,826 1,533 0.18% 0.18% 861 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 12,809 1,530 0.07% 0.07% 862 0 0.0% Q2 2026 Aug 06, 2026
Advisory Alpha, LLC History No change 12,768 1,526 0.04% 0.04% 863 0 0.0% Q2 2026 Aug 11, 2026
Family Office Research LLC History No change 12,757 1,524 0.57% 0.57% 864 0 0.0% Q2 2026 Jul 27, 2026
McGuire Investment Group, LLC History No change 12,749 1,523 0.13% 0.13% 865 0 0.0% Q2 2026 Jul 27, 2026
McKinley Carter Wealth Services, Inc. History No change 12,645 1,511 0.08% 0.08% 866 0 0.0% Q2 2026 Jul 28, 2026
McClarren Financial Advisors, Inc. History No change 12,607 1,506 0.78% 0.78% 867 0 0.0% Q2 2026 Jul 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 12,587 1,504 0.21% 0.21% 868 0 0.0% Q2 2026 Jul 20, 2026
Level Wealth Management LLC History No change 12,554 1,500 0.6% 0.6% 869 0 0.0% Q2 2026 Jul 28, 2026
VSM Wealth Advisory, LLC History No change 12,551 1,500 0.4% 0.4% 870 0 0.0% Q2 2026 Jul 22, 2026
Highland Financial Advisors, LLC History No change 12,532 1,497 0.33% 0.33% 871 0 0.0% Q2 2026 Jul 09, 2026
Journey Advisory Group, LLC History No change 12,504 1,494 0.11% 0.11% 872 0 0.0% Q2 2026 Aug 04, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 12,505 1,494 0.51% 0.51% 873 0 0.0% Q2 2026 Aug 13, 2026
MOR Wealth Management, LLC History No change 12,487 1,492 0.59% 0.59% 874 0 0.0% Q2 2026 Aug 06, 2026
Range Advisory, LLC History No change 12,477 1,491 0.18% 0.18% 875 0 0.0% Q2 2026 Sep 02, 2026
Csenge Advisory Group History No change 12,450 1,488 0.06% 0.06% 876 0 0.0% Q2 2026 Aug 10, 2026
Moment Partners, LLC History No change 12,440 1,486 0.27% 0.27% 877 0 0.0% Q2 2026 Jul 29, 2026
SUCCESSION FINANCIAL, INC. History No change 12,440 1,486 1.41% 1.41% 878 0 0.0% Q2 2026 Aug 07, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 12,424 1,484 0.44% 0.44% 879 0 0.0% Q2 2026 Aug 04, 2026
Accurate Wealth Management, LLC History No change 12,550 1,481 0.14% 0.14% 880 0 0.0% Q2 2026 Jul 14, 2026
Acropolis Investment Management, LLC History Added to 11,779 1,480 0.06% 0.06% 881 +2 0.02% Q3 2026 Oct 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 12,343 1,475 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 12,251 1,464 0.22% 0.22% 883 0 0.0% Q2 2026 Jul 28, 2026
Berkeley Capital Partners, LLC History No change 12,248 1,463 0.3% 0.3% 884 0 0.0% Q2 2026 Aug 06, 2026
Bensler, LLC History No change 12,240 1,462 0.13% 0.13% 885 0 0.0% Q2 2026 Jul 23, 2026
KINTRA WEALTH, LLC History No change 11,855 1,458 0.08% 0.08% 886 0 0.0% Q2 2026 Aug 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 12,373 1,450 0.17% 0.17% 887 0 0.0% Q2 2026 Jul 07, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 12,160 1,438 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 12, 2026
Strategies Wealth Advisors, LLC History No change 12,022 1,436 0.13% 0.13% 889 0 0.0% Q2 2026 Aug 14, 2026
Daybright Advisory Services, Inc. History No change 12,644 1,430 0.34% 0.34% 890 0 0.0% Q2 2026 Aug 04, 2026
KFG WEALTH MANAGEMENT, LLC History No change 11,952 1,428 0.16% 0.16% 891 0 0.0% Q2 2026 Jul 22, 2026
Bank Pictet & Cie (Europe) AG History No change 11,923 1,425 0.03% 0.03% 892 0 0.0% Q2 2026 Jul 24, 2026
Sherry Group, Inc. History No change 12,216 1,423 1.39% 1.39% 893 0 0.0% Q2 2026 Jul 15, 2026
Kropog Financial Group, LLC History No change 11,846 1,415 1.0% 1.0% 894 0 0.0% Q2 2026 Aug 06, 2026
Chesapeake Wealth Management History No change 11,830 1,413 0.4% 0.4% 895 0 0.0% Q2 2026 Aug 13, 2026
HRC WEALTH MANAGEMENT, LLC History No change 11,775 1,407 0.58% 0.58% 896 0 0.0% Q2 2026 Jul 10, 2026
Ledyard National Bank History No change 11,760 1,405 0.11% 0.11% 897 0 0.0% Q2 2026 Jul 16, 2026
North Forty Two & Co. History No change 11,756 1,405 1.19% 1.19% 898 0 0.0% Q2 2026 Jul 24, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 11,742 1,403 0.17% 0.17% 899 0 0.0% Q2 2026 Aug 04, 2026
Plancorp, LLC History No change 12,124 1,401 0.03% 0.03% 900 0 0.0% Q2 2026 Jul 14, 2026
Carolina Wealth Management Inc History No change 11,704 1,398 0.64% 0.64% 901 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 11,678 1,395 0.33% 0.33% 902 0 0.0% Q2 2026 Aug 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 11,088 1,393 0.02% 0.01% 903 +2,545 29.79% Q3 2026 Oct 05, 2026
Narus Financial Partners, LLC History No change 11,657 1,393 0.36% 0.36% 904 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 11,607 1,387 0.09% 0.09% 905 0 0.0% Q2 2026 Jul 29, 2026
ARWA LLC History No change 12,139 1,386 0.58% 0.58% 906 0 0.0% Q2 2026 Jul 24, 2026
WNY Asset Management, LLC History No change 11,544 1,379 0.12% 0.12% 907 0 0.0% Q2 2026 Aug 17, 2026
Latitude Advisors, LLC History No change 11,542 1,379 0.55% 0.55% 908 0 0.0% Q2 2026 Jul 27, 2026
Forum Financial Management, LP History No change 11,546 1,379 0.02% 0.02% 909 0 0.0% Q2 2026 Jul 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 11,536 1,378 0.07% 0.07% 910 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History No change 11,815 1,377 0.19% 0.19% 911 0 0.0% Q2 2026 Aug 11, 2026
Trivant Custom Portfolio Group, LLC History No change 11,482 1,372 0.73% 0.73% 912 0 0.0% Q2 2026 Jul 27, 2026
Coastal Bridge Advisors, LLC History No change 11,438 1,367 0.08% 0.08% 913 0 0.0% Q2 2026 Aug 17, 2026
Grove Street Fiduciary, LLC History No change 11,424 1,365 0.58% 0.58% 914 0 0.0% Q2 2026 Jul 23, 2026
Cypress Wealth Services, LLC History No change 11,414 1,364 0.17% 0.17% 915 0 0.0% Q2 2026 Jul 10, 2026
Lauer Wealth, LLC History No change 11,655 1,364 0.82% 0.82% 916 0 0.0% Q2 2026 Jul 15, 2026
APPLETON PARTNERS INC/MA History No change 11,407 1,363 0.08% 0.08% 917 0 0.0% Q2 2026 Jul 21, 2026
Legacy Edge Advisors, LLC History No change 11,371 1,359 0.12% 0.12% 918 0 0.0% Q2 2026 Aug 11, 2026
May Hill Capital, LLC History No change 11,304 1,351 0.28% 0.28% 919 0 0.0% Q2 2026 Aug 07, 2026
FULTON BANK, N.A. History No change 11,280 1,348 0.04% 0.04% 920 0 0.0% Q2 2026 Jul 09, 2026
Sageworth Trust Co History No change 11,280 1,348 0.05% 0.05% 921 0 0.0% Q2 2026 Jul 28, 2026
Aegis Wealth Management, Inc. History No change 11,238 1,343 0.87% 0.87% 922 0 0.0% Q2 2026 Jul 16, 2026
GenTrust, LLC History No change 11,184 1,336 0.05% 0.05% 923 0 0.0% Q2 2026 Aug 06, 2026
Oak Barrel Wealth Advisory LLC History No change 11,139 1,331 0.59% 0.59% 924 0 0.0% Q2 2026 Aug 07, 2026
NBH Bank History No change 11,140 1,331 0.56% 0.56% 925 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 11,102 1,326 0.09% 0.09% 926 0 0.0% Q2 2026 Jul 20, 2026
Comprehensive Financial Planning, Inc./PA History No change 11,101 1,326 0.71% 0.71% 927 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 11,100 1,326 0.17% 0.17% 928 0 0.0% Q2 2026 Aug 13, 2026
Alteri Wealth LLC History No change 11,059 1,321 0.36% 0.36% 929 0 0.0% Q2 2026 Jul 29, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 11,047 1,320 0.12% 0.12% 930 0 0.0% Q2 2026 Jul 14, 2026
Sequent Planning LLC History No change 11,043 1,319 0.28% 0.28% 931 0 0.0% Q2 2026 Aug 14, 2026
Altus Wealth Management, LLC History No change 11,004 1,315 0.51% 0.51% 932 0 0.0% Q2 2026 Jul 21, 2026
Wilson & Boucher Capital Management, LLC History No change 11,000 1,314 0.77% 0.77% 933 0 0.0% Q2 2026 Aug 18, 2026
Shepherd Financial Partners LLC History No change 10,981 1,312 0.11% 0.11% 934 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 10,911 1,304 0.04% 0.04% 935 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 10,882 1,300 0.15% 0.15% 936 0 0.0% Q2 2026 Aug 10, 2026
Facet Wealth, Inc. History No change 10,809 1,291 0.02% 0.02% 937 0 0.0% Q2 2026 Jul 27, 2026
LFA - Lugano Financial Advisors SA History No change 10,800 1,290 0.78% 0.78% 938 0 0.0% Q2 2026 Jul 28, 2026
Union Bancaire Privee, UBP SA History No change 11,048 1,287 0.01% 0.01% 939 0 0.0% Q2 2026 Jul 16, 2026
Clare Market Investments LLC History No change 10,761 1,286 0.23% 0.23% 940 0 0.0% Q2 2026 Jul 27, 2026
Eagle Strategies LLC History No change 10,757 1,285 0.13% 0.13% 941 0 0.0% Q2 2026 Jul 21, 2026
Legacy Advisors, LLC History No change 10,729 1,282 0.12% 0.12% 942 0 0.0% Q2 2026 Jul 24, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,711 1,280 0.06% 0.06% 943 0 0.0% Q2 2026 Jul 23, 2026
FSM Wealth Advisors, LLC History No change 10,664 1,274 0.14% 0.14% 944 0 0.0% Q2 2026 Jul 15, 2026
SAX WEALTH ADVISORS, LLC History No change 1,819 1,269 0.05% 0.05% 945 0 0.0% Q2 2026 Jul 09, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 10,613 1,268 0.89% 0.89% 946 0 0.0% Q2 2026 Jul 27, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 10,602 1,267 0.06% 0.06% 947 0 0.0% Q2 2026 Jul 28, 2026
J. Derek Lewis & Associates Inc. History No change 10,595 1,266 0.24% 0.24% 948 0 0.0% Q2 2026 Jul 31, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 10,583 1,264 0.53% 0.53% 949 0 0.0% Q2 2026 Jul 14, 2026
Southland Equity Partners LLC History No change 10,552 1,261 0.22% 0.22% 950 0 0.0% Q2 2026 Jul 13, 2026
Heartwood Wealth Advisors LLC History No change 10,008 1,257 0.1% 0.09% 951 0 0.0% Q3 2026 Oct 05, 2026
Ancora Advisors LLC History No change 10,487 1,253 0.02% 0.02% 952 0 0.0% Q2 2026 Aug 14, 2026
Merkkuri Wealth Advisors LLC History No change 10,469 1,251 0.78% 0.78% 953 0 0.0% Q2 2026 Jul 27, 2026
MFA WEALTH ADVISORS, LLC History Reduced 9,932 1,248 0.21% 0.22% 954 -646 -6.11% Q3 2026 Oct 07, 2026
ALBION FINANCIAL GROUP /UT History No change 10,438 1,247 0.07% 0.07% 955 0 0.0% Q2 2026 Jul 22, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 10,428 1,246 0.58% 0.58% 956 0 0.0% Q2 2026 Aug 14, 2026
Mosaic Advisors LLC History No change 10,424 1,245 1.67% 1.67% 957 0 0.0% Q2 2026 Aug 07, 2026
Red Door Wealth Management, LLC History No change 10,406 1,243 0.11% 0.11% 958 0 0.0% Q2 2026 Jul 13, 2026
Orion Porfolio Solutions, LLC History No change 10,391 1,241 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 14, 2026
Greenhouse Wealth Management, LLC History No change 10,289 1,229 0.86% 0.86% 960 0 0.0% Q2 2026 Aug 06, 2026
Bell Bank History No change 10,248 1,224 0.05% 0.05% 961 0 0.0% Q2 2026 Jul 15, 2026
SVB WEALTH LLC History No change 10,240 1,223 0.08% 0.08% 962 0 0.0% Q2 2026 Jul 17, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 10,214 1,220 0.05% 0.05% 963 0 0.0% Q2 2026 Aug 13, 2026
Ethos Capital Management, Inc. History No change 10,214 1,220 0.87% 0.87% 964 0 0.0% Q2 2026 Jul 16, 2026
Tempo Wealth, LLC History No change 10,213 1,220 0.18% 0.18% 965 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 10,197 1,218 0.27% 0.27% 966 0 0.0% Q2 2026 Jul 07, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 10,188 1,217 0.7% 0.7% 967 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 10,144 1,214 0.02% 0.02% 968 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 10,136 1,211 0.16% 0.16% 969 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 10,116 1,209 0.02% 0.02% 970 0 0.0% Q2 2026 Aug 06, 2026
Performance Wealth Partners, LLC History No change 10,123 1,209 0.03% 0.03% 971 0 0.0% Q2 2026 Aug 07, 2026
SENTINEL TRUST CO LBA History No change 10,104 1,208 0.11% 0.11% 972 0 0.0% Q2 2026 Jul 13, 2026
FIRST AMERICAN TRUST, FSB History No change 10,092 1,206 0.07% 0.07% 973 0 0.0% Q2 2026 Aug 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 10,093 1,206 0.37% 0.37% 974 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisory Services, LLC History No change 10,058 1,202 0.07% 0.07% 975 0 0.0% Q2 2026 Jul 23, 2026
Goelzer Investment Management, Inc. History No change 10,045 1,200 0.05% 0.05% 976 0 0.0% Q2 2026 Jul 14, 2026
HOLDERNESS INVESTMENTS CO History No change 10,040 1,199 0.2% 0.2% 977 0 0.0% Q2 2026 Aug 12, 2026
CCG WEALTH MANAGEMENT, LLC History No change 10,002 1,195 0.28% 0.28% 978 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Partners, LLC History No change 9,960 1,190 0.08% 0.08% 979 0 0.0% Q2 2026 Aug 03, 2026
CHAPIN DAVIS, INC. History No change 9,943 1,188 0.21% 0.21% 980 0 0.0% Q2 2026 Jul 07, 2026
M.E. ALLISON & CO., INC. History No change 9,909 1,184 0.68% 0.68% 981 0 0.0% Q2 2026 Jul 07, 2026
Midwestern Financial, LLC /IA History No change 9,861 1,178 0.82% 0.82% 982 0 0.0% Q2 2026 Aug 13, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 9,850 1,177 0.42% 0.42% 983 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 9,801 1,171 0.05% 0.05% 984 0 0.0% Q2 2026 Aug 18, 2026
DLK Investment Management, LLC History No change 2,030 1,170 0.5% 0.5% 985 0 0.0% Q2 2026 Jul 14, 2026
Tidemark, LLC History No change 9,778 1,168 0.26% 0.26% 986 0 0.0% Q2 2026 Aug 10, 2026
FIRST MANHATTAN CO. LLC. History No change 9,754 1,165 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 14, 2026
Bonfire Financial History No change 9,746 1,164 0.75% 0.75% 988 0 0.0% Q2 2026 Aug 07, 2026
Biltmore Family Office, LLC History No change 9,731 1,163 0.15% 0.15% 989 0 0.0% Q2 2026 Aug 12, 2026
R. W. Roge & Company, Inc. History No change 9,720 1,161 0.49% 0.49% 990 0 0.0% Q2 2026 Jul 31, 2026
Empirical Asset Management, LLC History No change 9,697 1,159 0.26% 0.26% 991 0 0.0% Q2 2026 Aug 10, 2026
WATERS PARKERSON & CO., LLC History No change 9,690 1,158 0.06% 0.06% 992 0 0.0% Q2 2026 Jul 30, 2026
Accretive Wealth Partners, LLC History No change 9,688 1,157 0.28% 0.28% 993 0 0.0% Q2 2026 Jul 29, 2026
Allied Private Wealth LLC History No change 10,008 1,155 0.74% 0.74% 994 0 0.0% Q2 2026 Jul 09, 2026
Peak Retirement Planning, Inc. History No change 9,616 1,149 0.18% 0.18% 995 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 9,602 1,147 0.12% 0.12% 996 0 0.0% Q2 2026 Jul 29, 2026
Wingate Wealth Advisors, Inc. History No change 9,604 1,147 0.51% 0.51% 997 0 0.0% Q2 2026 Jul 29, 2026
SONATA CAPITAL GROUP INC History No change 9,580 1,145 0.37% 0.37% 998 0 0.0% Q2 2026 Jul 24, 2026
Selective Wealth Management, Inc. History No change 10,020 1,133 0.3% 0.3% 999 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 9,424 1,126 0.03% 0.03% 1000 0 0.0% Q2 2026 Jul 07, 2026
Texas Capital Bank Wealth Management Services Inc History No change 9,415 1,125 0.06% 0.06% 1001 0 0.0% Q2 2026 Aug 07, 2026
VERUS CAPITAL PARTNERS, LLC History No change 9,412 1,124 0.06% 0.06% 1002 0 0.0% Q2 2026 Aug 06, 2026
Scissortail Wealth Management, LLC History No change 9,408 1,124 0.22% 0.22% 1003 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History Added to 8,901 1,118 0.07% 0.07% 1004 +3 0.03% Q3 2026 Oct 08, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 9,301 1,111 0.99% 0.99% 1005 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 9,288 1,110 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 17, 2026
Calder Financial LLC History No change 9,235 1,103 1.04% 1.04% 1007 0 0.0% Q2 2026 Jul 07, 2026
Canal Capital Management, LLC History No change 9,218 1,101 0.13% 0.13% 1008 0 0.0% Q2 2026 Jul 28, 2026
Rare Wolf Capital LLC History No change 9,208 1,100 0.71% 0.71% 1009 0 0.0% Q2 2026 Jul 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 9,192 1,098 0.03% 0.03% 1010 0 0.0% Q2 2026 Jul 14, 2026
Nova Wealth Management, Inc. History No change 9,148 1,093 0.6% 0.6% 1011 0 0.0% Q2 2026 Jul 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 9,113 1,089 0.06% 0.06% 1012 0 0.0% Q2 2026 Jul 27, 2026
Aspen Investment Management Inc History No change 9,085 1,086 0.29% 0.29% 1013 0 0.0% Q2 2026 Jul 17, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History No change 9,077 1,085 0.27% 0.27% 1014 0 0.0% Q2 2026 Jul 21, 2026
Wealth Group, Ltd. History No change 9,077 1,085 0.27% 0.27% 1015 0 0.0% Q2 2026 Jul 21, 2026
RAM Investment Partners, LLC History No change 9,066 1,083 0.17% 0.17% 1016 0 0.0% Q2 2026 Jul 29, 2026
Mission Creek Capital Partners, Inc. History No change 9,054 1,082 0.19% 0.19% 1017 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Advisors, LLC History No change 9,043 1,080 0.12% 0.12% 1018 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History No change 9,008 1,076 0.23% 0.23% 1019 0 0.0% Q2 2026 Aug 03, 2026
Clear Retirement Advice LLC History No change 8,992 1,074 0.74% 0.74% 1020 0 0.0% Q2 2026 Jul 15, 2026
First Growth Capital LLC History No change 8,984 1,073 0.81% 0.81% 1021 0 0.0% Q2 2026 Jul 16, 2026
Root Financial Partners, LLC History No change 8,940 1,068 0.04% 0.04% 1022 0 0.0% Q2 2026 Jul 29, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 8,913 1,065 0.81% 0.81% 1023 0 0.0% Q2 2026 Aug 07, 2026
MPS Loria Financial Planners, LLC History No change 8,886 1,062 0.24% 0.24% 1024 0 0.0% Q2 2026 Jul 30, 2026
Alpha Financial Partners LLC History No change 8,867 1,059 0.56% 0.56% 1025 0 0.0% Q2 2026 Aug 11, 2026
BAYBAN History No change 8,840 1,056 0.81% 0.81% 1026 0 0.0% Q2 2026 Jul 30, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,776 1,048 0.03% 0.03% 1027 0 0.0% Q2 2026 Jul 31, 2026
High Note Wealth, LLC History No change 8,768 1,047 0.18% 0.18% 1028 0 0.0% Q2 2026 Jul 23, 2026
WEALTH EFFECTS LLC History No change 8,719 1,042 0.28% 0.28% 1029 0 0.0% Q2 2026 Aug 06, 2026
Parallax Volatility Advisers, L.P. History No change 8,715 1,041 0.0% 0.0% 1030 0 0.0% Q2 2026 Aug 14, 2026
Claret Asset Management Corp History No change 8,704 1,040 0.11% 0.11% 1031 0 0.0% Q2 2026 Jul 27, 2026
Councilor Wealth, LLC History No change 8,702 1,040 0.42% 0.42% 1032 0 0.0% Q2 2026 Jul 21, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 8,675 1,036 0.1% 0.1% 1033 0 0.0% Q2 2026 Jul 09, 2026
UMB Bank, n.a. History No change 8,624 1,030 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 8,608 1,028 0.43% 0.43% 1035 0 0.0% Q2 2026 Aug 05, 2026
Vickerman Investment Advisors, Inc. History No change 8,592 1,026 0.2% 0.2% 1036 0 0.0% Q2 2026 Aug 13, 2026
Cooper Financial Group History Added to 8,141 1,023 0.08% 0.04% 1037 +4,474 122.01% Q3 2026 Oct 07, 2026
Plan Group Financial, LLC History No change 8,556 1,022 0.21% 0.21% 1038 0 0.0% Q2 2026 Aug 03, 2026
Segment Wealth Management, LLC History No change 8,512 1,017 0.05% 0.05% 1039 0 0.0% Q2 2026 Jul 16, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 8,467 1,012 0.44% 0.44% 1040 0 0.0% Q2 2026 Aug 14, 2026
HEADINVEST, LLC History No change 8,452 1,010 0.19% 0.19% 1041 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History No change 8,449 1,009 0.26% 0.26% 1042 0 0.0% Q2 2026 Jul 16, 2026
NORDEN GROUP LLC History No change 8,448 1,009 0.08% 0.08% 1043 0 0.0% Q2 2026 Jul 29, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 8,429 1,007 0.75% 0.75% 1044 0 0.0% Q2 2026 Jul 24, 2026
Quintet Private Bank (Europe) S.A. History No change 8,000 1,005 0.04% 0.06% 1045 0 0.0% Q3 2026 Oct 08, 2026
Sunflower Bank, N.A. History No change 8,383 1,001 0.24% 0.24% 1046 0 0.0% Q2 2026 Aug 14, 2026
RB Capital Management, LLC History No change 8,359 999 0.19% 0.19% 1047 0 0.0% Q2 2026 Aug 17, 2026
Roble, Belko & Company, Inc History No change 8,336 996 0.11% 0.11% 1048 0 0.0% Q2 2026 Jul 24, 2026
Sather Financial Group Inc History No change 8,305 992 0.06% 0.06% 1049 0 0.0% Q2 2026 Jul 30, 2026
Soundwatch Capital LLC History No change 8,304 992 0.11% 0.11% 1050 0 0.0% Q2 2026 Aug 13, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 8,292 991 0.37% 0.37% 1051 0 0.0% Q2 2026 Jul 21, 2026
Inspire Advisors, LLC History No change 8,276 989 0.07% 0.07% 1052 0 0.0% Q2 2026 Aug 13, 2026
Prairiewood Capital, LLC History No change 8,272 988 0.26% 0.26% 1053 0 0.0% Q2 2026 Jul 28, 2026
BANQUE PICTET & CIE SA History No change 8,264 987 0.01% 0.01% 1054 0 0.0% Q2 2026 Jul 24, 2026
EARNED WEALTH ADVISORS, LLC History No change 8,258 986 0.06% 0.06% 1055 0 0.0% Q2 2026 Aug 14, 2026
Donalies Financial Planning, LLC History No change 8,252 986 0.73% 0.73% 1056 0 0.0% Q2 2026 Aug 06, 2026
Chris Bulman Inc History No change 8,240 984 0.36% 0.36% 1057 0 0.0% Q2 2026 Jul 22, 2026
American Capital Advisory, LLC History No change 8,216 981 0.36% 0.36% 1058 0 0.0% Q2 2026 Jul 28, 2026
Financial Council, LLC History No change 8,192 979 0.32% 0.32% 1059 0 0.0% Q2 2026 Aug 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 8,172 976 0.05% 0.05% 1060 0 0.0% Q2 2026 Aug 11, 2026
Advisory Resource Group History No change 8,168 976 0.15% 0.15% 1061 0 0.0% Q2 2026 Jul 14, 2026
Canvas Wealth Advisors, LLC History No change 8,168 976 0.14% 0.14% 1062 0 0.0% Q2 2026 Jul 10, 2026
HighRoad Wealth Advisors, LLC History No change 8,161 975 0.82% 0.82% 1063 0 0.0% Q2 2026 Jul 21, 2026
Alchemi Wealth, LLC History No change 8,162 975 0.46% 0.46% 1064 0 0.0% Q2 2026 Jul 29, 2026
Nilsine Partners, LLC History No change 8,152 974 0.07% 0.07% 1065 0 0.0% Q2 2026 Jul 24, 2026
Mascagni Wealth Management, Inc. History No change 8,138 972 0.6% 0.6% 1066 0 0.0% Q2 2026 Jul 31, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 8,128 971 0.22% 0.22% 1067 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History No change 8,123 970 0.02% 0.02% 1068 0 0.0% Q2 2026 Jul 28, 2026
DELTA FINANCIAL ADVISORS LLC History No change 8,096 967 0.23% 0.23% 1069 0 0.0% Q2 2026 Aug 05, 2026
Passive Capital Management, LLC. History No change 1,281 965 0.3% 0.3% 1070 0 0.0% Q2 2026 Aug 10, 2026
Bawa N Mallick Trust History No change 8,080 965 0.31% 0.31% 1071 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 8,040 961 0.03% 0.03% 1072 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 8,033 960 0.04% 0.04% 1073 0 0.0% Q2 2026 Aug 07, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,014 957 0.18% 0.18% 1074 0 0.0% Q2 2026 Aug 06, 2026
Redhawk Wealth Advisors, Inc. History No change 8,002 956 0.09% 0.09% 1075 0 0.0% Q2 2026 Jul 09, 2026
Gilman Hill Asset Management, LLC History No change 8,000 956 0.13% 0.13% 1076 0 0.0% Q2 2026 Jul 09, 2026
Orcam Financial Group History No change 8,007 956 0.47% 0.47% 1077 0 0.0% Q2 2026 Aug 13, 2026
Founders Financial Alliance, LLC History No change 7,993 955 0.13% 0.13% 1078 0 0.0% Q2 2026 Aug 04, 2026
Redwood Financial Network Corp History No change 7,983 954 0.53% 0.53% 1079 0 0.0% Q2 2026 Aug 07, 2026
October Effect Ltd History No change 7,954 950 0.89% 0.89% 1080 0 0.0% Q2 2026 Jul 21, 2026
Keel Point, LLC History No change 7,943 949 0.06% 0.06% 1081 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History No change 7,948 949 0.25% 0.25% 1082 0 0.0% Q2 2026 Jul 21, 2026
LightSquare Wealth Management, LLC History No change 7,941 949 0.65% 0.65% 1083 0 0.0% Q2 2026 Aug 03, 2026
UNIVEST FINANCIAL Corp History No change 7,928 947 0.05% 0.05% 1084 0 0.0% Q2 2026 Aug 07, 2026
Stratos Investment Management, LLC History No change 7,902 944 0.03% 0.03% 1085 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 7,904 944 0.04% 0.04% 1086 0 0.0% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 7,881 941 2.12% 2.12% 1087 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 7,872 940 0.05% 0.05% 1088 0 0.0% Q2 2026 Aug 05, 2026
PKS Advisory Services, LLC History No change 7,854 938 0.15% 0.15% 1089 0 0.0% Q2 2026 Aug 04, 2026
Bare Financial Services, Inc History No change 7,841 937 0.21% 0.21% 1090 0 0.0% Q2 2026 Jul 27, 2026
Graves Light Lenhart Wealth, Inc. History No change 7,838 936 0.09% 0.09% 1091 0 0.0% Q2 2026 Jul 07, 2026
EASTERN BANK History Added to 7,446 935 0.01% 0.01% 1092 +324 4.55% Q3 2026 Oct 05, 2026
Forvis Mazars Wealth Advisors, LLC History No change 7,774 929 0.02% 0.02% 1093 0 0.0% Q2 2026 Aug 10, 2026
Hudock, Inc. History No change 7,710 921 0.12% 0.12% 1094 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 7,697 920 0.02% 0.02% 1095 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL LIFE ADVISORS History No change 7,697 919 0.26% 0.26% 1096 0 0.0% Q2 2026 Jul 28, 2026
Squire Investment Management Company, LLC History No change 7,685 918 0.22% 0.22% 1097 0 0.0% Q2 2026 Jul 28, 2026
Financial Insights, Inc. History No change 7,668 916 0.24% 0.24% 1098 0 0.0% Q2 2026 Aug 25, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 7,278 914 0.25% 0.21% 1099 +519 7.68% Q3 2026 Oct 02, 2026
CHEMUNG CANAL TRUST CO History No change 7,632 912 0.17% 0.17% 1100 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone National Bank & Trust Co History No change 7,768 910 0.31% 0.31% 1101 0 0.0% Q2 2026 Jul 21, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 7,600 908 0.55% 0.55% 1102 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 7,593 907 0.3% 0.3% 1103 0 0.0% Q2 2026 Jul 27, 2026
MYECFO, LLC History No change 7,584 906 0.34% 0.34% 1104 0 0.0% Q2 2026 Aug 10, 2026
Walleye Trading LLC History No change 7,558 903 0.0% 0.0% 1105 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Partners LLC History No change 7,563 903 0.22% 0.22% 1106 0 0.0% Q2 2026 Aug 05, 2026
Onyx Bridge Wealth Group LLC History No change 7,527 899 0.08% 0.08% 1107 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 7,512 897 0.12% 0.12% 1108 0 0.0% Q2 2026 Jul 16, 2026
Financial Guidance Group, Inc. History No change 7,488 894 0.33% 0.33% 1109 0 0.0% Q2 2026 Jul 22, 2026
Curbstone Financial Management Corp History No change 7,472 893 0.15% 0.15% 1110 0 0.0% Q2 2026 Jul 14, 2026
EVERPAR ADVISORS LLC History No change 7,479 893 0.25% 0.25% 1111 0 0.0% Q2 2026 Jul 09, 2026
Laird Norton Wetherby Trust Company, LLC History No change 7,429 887 0.02% 0.02% 1112 0 0.0% Q2 2026 Aug 14, 2026
IVC Wealth Advisors LLC History No change 7,423 887 0.35% 0.35% 1113 0 0.0% Q2 2026 Jul 14, 2026
FAS Wealth Partners, Inc. History No change 7,421 886 0.05% 0.05% 1114 0 0.0% Q2 2026 Jul 29, 2026
Quantum Private Wealth, LLC History No change 7,410 885 0.23% 0.23% 1115 0 0.0% Q2 2026 Jul 29, 2026
Marble Harbor Investment Counsel, LLC History No change 7,400 884 0.09% 0.09% 1116 0 0.0% Q2 2026 Aug 07, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 7,390 883 0.19% 0.19% 1117 0 0.0% Q2 2026 Jul 07, 2026
PRIVATE TRUST CO NA History No change 7,385 882 0.07% 0.07% 1118 0 0.0% Q2 2026 Jul 28, 2026
Welch Group, LLC History No change 7,384 882 0.03% 0.03% 1119 0 0.0% Q2 2026 Jul 23, 2026
PEOPLES BANK /OH History No change 7,372 881 0.45% 0.45% 1120 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 7,378 881 0.02% 0.02% 1121 0 0.0% Q2 2026 Jul 20, 2026
Timonier Family Office, LTD. History No change 7,360 879 0.25% 0.25% 1122 0 0.0% Q2 2026 Aug 03, 2026
Dorato Capital Management History Reduced 6,791 878 0.58% 0.6% 1125 -677 -9.07% Q3 2026 Oct 08, 2026
EVERETT HARRIS & CO /CA/ History No change 7,350 878 0.01% 0.01% 1123 0 0.0% Q2 2026 Aug 03, 2026
Stonebridge Capital Advisors LLC History No change 7,350 878 0.06% 0.06% 1124 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 7,342 877 0.03% 0.03% 1126 0 0.0% Q2 2026 Jul 21, 2026
ZACKS INVESTMENT MANAGEMENT History No change 7,322 875 0.01% 0.01% 1127 0 0.0% Q2 2026 Aug 13, 2026
Lunt Capital Management, Inc. History No change 7,320 874 0.32% 0.32% 1128 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 7,309 873 0.48% 0.48% 1129 0 0.0% Q2 2026 Aug 17, 2026
D'Orazio & Associates, Inc. History No change 7,288 871 0.1% 0.1% 1130 0 0.0% Q2 2026 Jul 28, 2026
Montis Financial, LLC History No change 7,282 870 0.18% 0.18% 1131 0 0.0% Q2 2026 Aug 05, 2026
LMG Wealth Partners, LLC History No change 7,272 869 0.14% 0.14% 1132 0 0.0% Q2 2026 Aug 12, 2026
Guild Investment Management, Inc. History No change 7,266 868 0.59% 0.59% 1133 0 0.0% Q2 2026 Jul 28, 2026
Warner Group LLC History No change 7,248 866 0.21% 0.21% 1134 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 7,224 863 0.03% 0.03% 1135 0 0.0% Q2 2026 Aug 10, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 7,217 862 0.37% 0.37% 1136 0 0.0% Q2 2026 Aug 14, 2026
Coquina Private Wealth LLC History No change 7,213 862 0.59% 0.59% 1137 0 0.0% Q2 2026 Jul 29, 2026
PLANNING DIRECTIONS INC History No change 7,208 861 0.4% 0.4% 1138 0 0.0% Q2 2026 Aug 10, 2026
SP Asset Management LLC History No change 7,211 861 0.07% 0.07% 1139 0 0.0% Q2 2026 Aug 04, 2026
Red Mountain Financial, LLC History No change 7,201 860 0.72% 0.72% 1140 0 0.0% Q2 2026 Jul 21, 2026
BCGM Wealth Management, LLC History No change 7,176 857 0.18% 0.18% 1141 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,140 852 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 10, 2026
Hilton Head Capital Partners, LLC History No change 7,127 851 0.43% 0.43% 1143 0 0.0% Q2 2026 Jul 27, 2026
Riverview Capital Advisers, LLC History No change 7,097 848 0.24% 0.24% 1144 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 7,088 847 0.0% 0.0% 1145 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History No change 7,083 846 0.04% 0.04% 1146 0 0.0% Q2 2026 Jul 24, 2026
Mengis Capital Management, Inc. History No change 7,064 844 0.13% 0.13% 1147 0 0.0% Q2 2026 Jul 28, 2026
Nadler Financial Group, Inc. History No change 6,968 832 0.07% 0.07% 1148 0 0.0% Q2 2026 Jul 29, 2026
Clearwater Capital Advisors, LLC History No change 6,968 832 0.06% 0.06% 1149 0 0.0% Q2 2026 Aug 06, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 6,960 831 0.08% 0.08% 1150 0 0.0% Q2 2026 Jul 28, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 6,912 826 0.1% 0.1% 1151 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 6,890 823 0.01% 0.01% 1152 0 0.0% Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History No change 6,890 823 0.05% 0.05% 1153 0 0.0% Q2 2026 Aug 11, 2026
Integrity Financial Corp /WA History No change 6,869 820 0.39% 0.39% 1154 0 0.0% Q2 2026 Jul 31, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,864 820 0.05% 0.05% 1155 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 6,866 820 0.06% 0.06% 1156 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 6,856 819 0.07% 0.07% 1157 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6,855 819 0.08% 0.08% 1158 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Advisory Group L.L.C. History No change 6,829 816 0.31% 0.31% 1159 0 0.0% Q2 2026 Jul 22, 2026
Ellevest, Inc. History No change 6,808 813 0.1% 0.1% 1160 0 0.0% Q2 2026 Aug 10, 2026
American Investment Services, Inc. History No change 6,792 811 0.17% 0.17% 1161 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 6,772 809 0.07% 0.07% 1162 0 0.0% Q2 2026 Aug 06, 2026
HOWE & RUSLING INC History No change 6,757 807 0.05% 0.05% 1163 0 0.0% Q2 2026 Aug 10, 2026
BURNEY CO/ History No change 6,729 804 0.02% 0.02% 1164 0 0.0% Q2 2026 Jul 14, 2026
Bluespring Wealth Management, LLC History No change 6,719 803 0.02% 0.02% 1165 0 0.0% Q2 2026 Aug 11, 2026
Verdence Capital Advisors LLC History No change 6,698 800 0.04% 0.04% 1166 0 0.0% Q2 2026 Jul 29, 2026
SeaBridge Investment Advisors LLC History No change 6,693 799 0.12% 0.12% 1167 0 0.0% Q2 2026 Jul 17, 2026
Fairvoy Private Wealth, LLC History No change 6,688 799 0.16% 0.16% 1168 0 0.0% Q2 2026 Jul 17, 2026
J. Safra Sarasin Holding AG History No change 6,683 798 0.01% 0.01% 1169 0 0.0% Q2 2026 Jul 31, 2026
J. L. Bainbridge & Co., Inc. History No change 6,664 796 0.06% 0.06% 1170 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 6,644 794 0.09% 0.09% 1171 0 0.0% Q2 2026 Jul 15, 2026
Manhattan West Asset Management, LLC History No change 6,646 794 0.13% 0.13% 1172 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 6,632 792 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 6,625 791 0.04% 0.04% 1174 0 0.0% Q2 2026 Jul 28, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 6,613 790 0.19% 0.19% 1175 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 6,602 789 0.16% 0.16% 1176 0 0.0% Q2 2026 Aug 03, 2026
Procyon Advisors, LLC History No change 6,605 789 0.03% 0.03% 1177 0 0.0% Q2 2026 Jul 09, 2026
STATE STREET CORP History No change 6,587 787 0.0% 0.0% 1178 0 0.0% Q2 2026 Sep 22, 2026
Strait & Sound Wealth Management LLC History No change 6,565 784 0.27% 0.27% 1179 0 0.0% Q2 2026 Aug 17, 2026
Werba Rubin Papier Wealth Management History No change 6,560 784 0.1% 0.1% 1180 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 6,520 779 0.04% 0.04% 1181 0 0.0% Q2 2026 Jul 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,524 779 0.02% 0.02% 1182 0 0.0% Q2 2026 Jul 13, 2026
Grantvest Financial Group LLC History No change 6,525 779 0.45% 0.45% 1183 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,499 776 0.01% 0.01% 1184 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 6,474 773 0.04% 0.04% 1185 0 0.0% Q2 2026 Jul 23, 2026
McCollum Christoferson Group LLC History No change 6,472 773 0.23% 0.23% 1186 0 0.0% Q2 2026 Jul 13, 2026
Sterling Investment Counsel, LLC History No change 6,472 773 0.18% 0.18% 1187 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth, LLC History No change 6,472 773 0.45% 0.45% 1188 0 0.0% Q2 2026 Jul 06, 2026
Invesco Ltd. History No change 6,451 771 0.0% 0.0% 1189 0 0.0% Q2 2026 Aug 14, 2026
Keudell/Morrison Wealth Management History No change 6,440 769 0.15% 0.15% 1190 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Management, LLC / MS History No change 6,428 768 0.2% 0.2% 1191 0 0.0% Q2 2026 Jul 08, 2026
Fragasso Financial Advisors Inc History No change 6,420 767 0.04% 0.04% 1192 0 0.0% Q2 2026 Jul 09, 2026
Safeguard Investment Advisory Group, LLC History No change 6,415 766 0.18% 0.18% 1193 0 0.0% Q2 2026 Aug 13, 2026
TRED AVON FAMILY WEALTH, LLC History No change 6,400 764 0.23% 0.23% 1194 0 0.0% Q2 2026 Aug 10, 2026
Garden State Investment Advisory Services LLC History No change 6,377 762 0.14% 0.14% 1195 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 6,368 761 0.02% 0.02% 1196 0 0.0% Q2 2026 Aug 04, 2026
MOKAN Wealth Management Inc. History No change 6,360 760 0.29% 0.29% 1197 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 6,346 758 0.05% 0.05% 1198 0 0.0% Q2 2026 Aug 07, 2026
Penobscot Investment Management Company, Inc. History No change 6,344 758 0.05% 0.05% 1199 0 0.0% Q2 2026 Jul 24, 2026
STEVENS CAPITAL PARTNERS History No change 6,309 754 0.14% 0.14% 1200 0 0.0% Q2 2026 Aug 07, 2026
WealthBridge Capital Management, LLC History No change 6,298 752 0.15% 0.15% 1201 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Partners, LLC History No change 6,296 752 0.09% 0.09% 1202 0 0.0% Q2 2026 Aug 12, 2026
Slagle Financial, LLC History No change 6,299 752 0.23% 0.23% 1203 0 0.0% Q2 2026 Jul 29, 2026
KICKSTAND VENTURES, LLC. History No change 6,286 751 0.14% 0.14% 1204 0 0.0% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History No change 6,267 749 0.03% 0.03% 1205 0 0.0% Q2 2026 Jul 24, 2026
Integris Wealth Management, LLC History No change 6,254 747 0.15% 0.15% 1206 0 0.0% Q2 2026 Jul 10, 2026
FWG Investments, LLC. History No change 6,240 745 0.39% 0.39% 1207 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 6,233 744 0.14% 0.14% 1208 0 0.0% Q2 2026 Aug 04, 2026
Clear Creek Financial Management, LLC History No change 6,201 741 0.05% 0.05% 1209 0 0.0% Q2 2026 Jul 27, 2026
Avestar Capital, LLC History No change 6,198 740 0.04% 0.04% 1210 0 0.0% Q2 2026 Jul 29, 2026
Beckerman Institutional, LLC History No change 6,178 738 0.35% 0.35% 1211 0 0.0% Q2 2026 Aug 11, 2026
Interchange Capital Partners, LLC History No change 6,170 737 0.14% 0.14% 1212 0 0.0% Q2 2026 Jul 20, 2026
Hamilton Point Investment Advisors, LLC History No change 6,144 734 0.1% 0.1% 1213 0 0.0% Q2 2026 Jul 28, 2026
Wealth Advisors Northwest LLC History No change 6,144 734 0.25% 0.25% 1214 0 0.0% Q2 2026 Jul 14, 2026
CFS Investment Advisory Services, LLC History No change 6,392 732 0.05% 0.05% 1215 0 0.0% Q2 2026 Jul 16, 2026
United Community Bank History No change 6,120 731 0.23% 0.23% 1216 0 0.0% Q2 2026 Aug 13, 2026
Optivise Advisory Services LLC History No change 6,123 731 0.37% 0.37% 1217 0 0.0% Q2 2026 Jul 13, 2026
Accel Wealth Management History No change 6,103 729 0.16% 0.16% 1218 0 0.0% Q2 2026 Jul 10, 2026
Indivisible Partners History No change 6,104 729 0.04% 0.04% 1219 0 0.0% Q2 2026 Aug 04, 2026
Nvest Financial, LLC History No change 6,083 727 0.23% 0.23% 1220 0 0.0% Q2 2026 Jul 30, 2026
Aaron Wealth Advisors LLC History No change 6,080 726 0.04% 0.04% 1221 0 0.0% Q2 2026 Jul 16, 2026
Millennium Capital Advisors, LLC History No change 6,079 726 0.4% 0.4% 1222 0 0.0% Q2 2026 Jul 28, 2026
Atala Financial Inc History No change 6,069 725 0.44% 0.44% 1223 0 0.0% Q2 2026 Jul 23, 2026
Caldwell Trust Co History No change 6,060 724 0.06% 0.06% 1224 0 0.0% Q2 2026 Aug 03, 2026
1834 INVESTMENT ADVISORS CO History No change 6,044 722 0.08% 0.08% 1225 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Advisors, LLC History No change 6,048 722 0.31% 0.31% 1226 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 6,037 721 0.13% 0.13% 1227 0 0.0% Q2 2026 Aug 06, 2026
IPG Investment Advisors LLC History No change 6,026 720 0.1% 0.1% 1228 0 0.0% Q2 2026 Aug 12, 2026
Fourth Dimension Wealth, LLC History No change 6,022 719 0.23% 0.23% 1229 0 0.0% Q2 2026 Jul 31, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 6,008 718 0.12% 0.12% 1230 0 0.0% Q2 2026 Aug 04, 2026
Chemistry Wealth Management LLC History No change 6,002 717 0.11% 0.11% 1231 0 0.0% Q2 2026 Jul 09, 2026
My Personal CFO, LLC History No change 5,987 715 0.28% 0.28% 1232 0 0.0% Q2 2026 Jul 21, 2026
Arrowroot Family Office, LLC History No change 5,986 715 0.2% 0.2% 1233 0 0.0% Q2 2026 Aug 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,975 714 0.09% 0.09% 1234 0 0.0% Q2 2026 Aug 11, 2026
Delta Investment Management, LLC History No change 5,969 713 0.12% 0.12% 1235 0 0.0% Q2 2026 Aug 13, 2026
RFG HOLDINGS, INC. History No change 5,959 712 0.15% 0.15% 1236 0 0.0% Q2 2026 Jul 29, 2026
Balefire, LLC History No change 5,956 711 0.12% 0.12% 1237 0 0.0% Q2 2026 Jul 07, 2026
GSG Advisors LLC History No change 5,957 711 0.16% 0.16% 1238 0 0.0% Q2 2026 Aug 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,947 710 0.07% 0.07% 1239 0 0.0% Q2 2026 Jul 22, 2026
LEGACY FINANCIAL GROUP, INC. History No change 5,921 707 0.16% 0.16% 1240 0 0.0% Q2 2026 Jul 30, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 5,920 707 0.06% 0.06% 1241 0 0.0% Q2 2026 Aug 05, 2026
Glassman Wealth Services History No change 5,912 706 0.08% 0.08% 1242 0 0.0% Q2 2026 Aug 05, 2026
Bank of Marin History No change 5,904 705 0.49% 0.49% 1243 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 5,893 704 0.11% 0.11% 1244 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 5,846 698 0.18% 0.18% 1245 0 0.0% Q2 2026 Jul 20, 2026
W1M Asset Management Ltd History No change 5,837 697 0.01% 0.01% 1246 0 0.0% Q2 2026 Aug 12, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 5,826 696 0.33% 0.33% 1247 0 0.0% Q2 2026 Jul 24, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 5,816 695 0.12% 0.12% 1248 0 0.0% Q2 2026 Aug 14, 2026
Veery Capital, LLC History New 5,529 694 0.18% — 1249 +5,529 New Q3 2026 Oct 07, 2026
UPTICK PARTNERS, LLC History No change 5,798 692 0.11% 0.11% 1250 0 0.0% Q2 2026 Aug 10, 2026
Northstar Group, Inc. History No change 5,768 689 0.09% 0.09% 1251 0 0.0% Q2 2026 Aug 03, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 5,748 687 0.29% 0.29% 1252 0 0.0% Q2 2026 Jul 28, 2026
Francis Financial, Inc. History No change 5,751 687 0.11% 0.11% 1253 0 0.0% Q2 2026 Aug 10, 2026
Frisch Financial Group, Inc. History No change 5,740 686 0.12% 0.12% 1254 0 0.0% Q2 2026 Aug 14, 2026
DT Investment Partners, LLC History No change 5,727 684 0.05% 0.05% 1255 0 0.0% Q2 2026 Jul 27, 2026
Grey Ledge Advisors, LLC History No change 5,723 683 0.14% 0.14% 1256 0 0.0% Q2 2026 Jul 27, 2026
Wescott Financial Advisory Group, LLC History No change 5,716 683 0.05% 0.05% 1257 0 0.0% Q2 2026 Aug 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 5,714 682 0.13% 0.13% 1258 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 5,714 682 0.28% 0.28% 1259 0 0.0% Q2 2026 Aug 13, 2026
TCI Wealth Advisors, Inc. History No change 5,699 681 0.03% 0.03% 1260 0 0.0% Q2 2026 Jul 29, 2026
Boreal Capital Management LLC History No change 5,699 681 0.51% 0.51% 1261 0 0.0% Q2 2026 Aug 13, 2026
Piedmont Capital Management, LLC/NC History No change 5,698 681 0.42% 0.42% 1262 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 5,688 679 0.1% 0.1% 1263 0 0.0% Q2 2026 Jul 27, 2026
Westside Investment Management, Inc. History No change 5,688 679 0.09% 0.09% 1264 0 0.0% Q2 2026 Jul 27, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 5,680 678 0.15% 0.15% 1265 0 0.0% Q2 2026 Aug 07, 2026
SWEENEY & MICHEL, LLC History No change 5,578 677 0.18% 0.18% 1266 0 0.0% Q2 2026 Aug 10, 2026
GOLDEN ROAD ADVISORS LLC History No change 5,665 677 0.33% 0.33% 1267 0 0.0% Q2 2026 Aug 07, 2026
Sankala Group LLC History No change 5,666 677 0.45% 0.45% 1268 0 0.0% Q2 2026 Aug 18, 2026
Banco BTG Pactual S.A. History No change 5,653 675 0.06% 0.06% 1269 0 0.0% Q2 2026 Aug 07, 2026
Tannin Capital LLC History No change 5,638 673 0.44% 0.44% 1270 0 0.0% Q2 2026 Aug 04, 2026
Progressive Investment Management Corp History No change 5,600 669 0.15% 0.15% 1271 0 0.0% Q2 2026 Aug 04, 2026
Van Cleef Asset Management,Inc History No change 5,600 669 0.07% 0.07% 1272 0 0.0% Q2 2026 Aug 03, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 5,600 669 0.52% 0.52% 1273 0 0.0% Q2 2026 Jul 24, 2026
Triton Financial Group Inc History No change 5,600 669 0.39% 0.39% 1274 0 0.0% Q2 2026 Aug 17, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 5,600 669 0.21% 0.21% 1275 0 0.0% Q2 2026 Jul 21, 2026
SFMG, LLC History No change 5,597 668 0.04% 0.04% 1276 0 0.0% Q2 2026 Aug 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 5,576 666 0.03% 0.03% 1277 0 0.0% Q2 2026 Sep 11, 2026
Solutions 4 Wealth, Ltd History No change 5,576 666 0.86% 0.86% 1278 0 0.0% Q2 2026 Jul 29, 2026
Nicholas Hoffman & Company, LLC. History No change 5,568 665 0.01% 0.01% 1279 0 0.0% Q2 2026 Aug 04, 2026
Garrett Wealth Advisory Group, LLC History No change 5,552 663 0.1% 0.1% 1280 0 0.0% Q2 2026 Aug 04, 2026
Lauterbach Financial Advisors, LLC History No change 5,518 659 0.28% 0.28% 1281 0 0.0% Q2 2026 Jul 27, 2026
Elser Financial Planning, Inc History No change 5,512 658 0.03% 0.03% 1282 0 0.0% Q2 2026 Jul 14, 2026
Clark Asset Management, LLC History No change 5,513 658 0.05% 0.05% 1283 0 0.0% Q2 2026 Jul 07, 2026
InTrack Investment Management Inc History No change 5,494 656 0.33% 0.33% 1284 0 0.0% Q2 2026 Jul 17, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 5,480 654 0.14% 0.14% 1285 0 0.0% Q2 2026 Jul 15, 2026
CGN Advisors LLC History No change 5,472 654 0.05% 0.05% 1286 0 0.0% Q2 2026 Jul 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,444 650 0.03% 0.03% 1287 0 0.0% Q2 2026 Jul 31, 2026
Mezzasalma Advisors, LLC History No change 5,431 649 0.13% 0.13% 1288 0 0.0% Q2 2026 Aug 10, 2026
Rakuten Securities, Inc. History No change 5,411 646 0.15% 0.15% 1289 0 0.0% Q2 2026 Aug 11, 2026
Octavia Wealth Advisors, LLC History No change 5,394 644 0.06% 0.06% 1290 0 0.0% Q2 2026 Jul 14, 2026
Chaney Capital Management, Inc. History No change 5,395 644 0.2% 0.2% 1291 0 0.0% Q2 2026 Aug 12, 2026
Fermata Advisors, LLC History No change 5,370 641 0.13% 0.13% 1292 0 0.0% Q2 2026 Jul 07, 2026
WELCH & FORBES LLC History No change 5,360 640 0.01% 0.01% 1293 0 0.0% Q2 2026 Jul 30, 2026
Retirement Solution LLC History No change 5,344 638 0.12% 0.12% 1294 0 0.0% Q2 2026 Aug 11, 2026
Bestgate Wealth Advisors, LLC History No change 5,336 637 1.01% 1.01% 1295 0 0.0% Q2 2026 Jul 29, 2026
Essex Bank History No change 5,312 634 0.14% 0.14% 1296 0 0.0% Q2 2026 Jul 23, 2026
Bay Capital Advisors, LLC History No change 5,306 634 0.34% 0.34% 1297 0 0.0% Q2 2026 Jul 21, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 5,597 633 0.34% 0.34% 1298 0 0.0% Q2 2026 Aug 07, 2026
Purkiss Capital Advisors LLC History No change 5,280 631 0.24% 0.24% 1299 0 0.0% Q2 2026 Jul 30, 2026
Quad-Cities Investment Group, LLC History No change 5,278 630 0.23% 0.23% 1300 0 0.0% Q2 2026 Jul 07, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 5,269 629 0.07% 0.07% 1301 0 0.0% Q2 2026 Jul 07, 2026
Friday Financial History No change 5,512 628 0.17% 0.17% 1302 0 0.0% Q2 2026 Jul 09, 2026
SJS Investment Consulting Inc. History No change 5,251 627 0.07% 0.07% 1303 0 0.0% Q2 2026 Jul 22, 2026
Fonville Wealth Management LLC History No change 5,249 627 0.1% 0.1% 1304 0 0.0% Q2 2026 Jul 28, 2026
Fjell Capital, LLC History No change 5,232 625 0.43% 0.43% 1305 0 0.0% Q2 2026 Jul 15, 2026
Key Client Fiduciary Advisors, LLC History No change 5,219 623 0.18% 0.18% 1306 0 0.0% Q2 2026 Jul 09, 2026
Advisor Resource Council History No change 5,346 622 0.18% 0.18% 1307 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 5,309 622 0.0% 0.0% 1308 0 0.0% Q2 2026 Aug 13, 2026
Destination Wealth Management History No change 5,184 619 0.01% 0.01% 1309 0 0.0% Q2 2026 Aug 14, 2026
High Point Wealth Management, LLC History No change 5,180 619 0.51% 0.51% 1310 0 0.0% Q2 2026 Jul 20, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 5,176 618 0.1% 0.1% 1311 0 0.0% Q2 2026 Aug 11, 2026
Liberty Capital Management, Inc. History No change 5,115 611 0.11% 0.11% 1312 0 0.0% Q2 2026 Jul 17, 2026
Missouri Trust & Investment Co History No change 5,400 611 0.17% 0.17% 1313 0 0.0% Q2 2026 Aug 13, 2026
SAPIENT CAPITAL LLC History Reduced 4,856 610 0.01% 0.01% 1316 -280 -5.45% Q3 2026 Oct 08, 2026
Milestones Private Investment Advisors LLC History No change 5,104 610 0.49% 0.49% 1314 0 0.0% Q2 2026 Jul 24, 2026
Payne Capital Management, LLC History No change 5,104 610 0.16% 0.16% 1315 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 5,103 609 0.12% 0.12% 1317 0 0.0% Q2 2026 Jul 10, 2026
Crown Wealth Group, LLC History No change 5,088 608 0.15% 0.15% 1318 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 5,090 608 0.16% 0.16% 1319 0 0.0% Q2 2026 Jul 21, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 5,087 608 0.3% 0.3% 1320 0 0.0% Q2 2026 Jul 21, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 4,829 606 0.13% 0.11% 1321 +125 2.66% Q3 2026 Oct 05, 2026
Grey Fox Wealth Advisors, LLC History No change 5,046 603 0.09% 0.09% 1322 0 0.0% Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,033 602 0.01% 0.01% 1323 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 5,034 601 0.02% 0.02% 1324 0 0.0% Q2 2026 Aug 12, 2026
Baron Financial Group, LLC History No change 5,024 600 0.29% 0.29% 1325 0 0.0% Q2 2026 Jul 09, 2026
Capstone Financial Advisors, Inc. History No change 5,012 599 0.03% 0.03% 1326 0 0.0% Q2 2026 Aug 14, 2026
Arcus Capital Partners, LLC History No change 5,016 599 0.25% 0.25% 1327 0 0.0% Q2 2026 Aug 14, 2026
West Wealth Group, LLC History No change 5,008 598 0.1% 0.1% 1328 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 5,000 597 0.03% 0.03% 1329 0 0.0% Q2 2026 Jul 27, 2026
Hamilton Capital, LLC History No change 4,744 596 0.03% 0.03% 1330 0 0.0% Q3 2026 Oct 08, 2026
PUREfi Wealth, LLC History No change 4,972 594 0.33% 0.33% 1331 0 0.0% Q2 2026 Jul 27, 2026
XTX Topco Ltd History No change 4,960 592 0.01% 0.01% 1332 0 0.0% Q2 2026 Aug 14, 2026
SilverOak Wealth Management LLC History No change 4,952 591 0.08% 0.08% 1333 0 0.0% Q2 2026 Jul 29, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 4,929 589 0.03% 0.03% 1334 0 0.0% Q2 2026 Aug 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 4,920 588 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 07, 2026
Terra Nova Asset Management LLC History No change 4,920 588 0.36% 0.36% 1336 0 0.0% Q2 2026 Aug 04, 2026
AVALON CAPITAL MANAGEMENT History No change 4,880 583 0.14% 0.14% 1337 0 0.0% Q2 2026 Jul 16, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 4,864 581 0.27% 0.27% 1338 0 0.0% Q2 2026 Aug 13, 2026
360 Financial, Inc. History No change 4,851 579 0.15% 0.15% 1339 0 0.0% Q2 2026 Aug 11, 2026
Mustard Seed Financial, LLC History No change 4,845 579 0.3% 0.3% 1340 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ALLIANCE, LLC History No change 4,843 578 0.05% 0.05% 1341 0 0.0% Q2 2026 Aug 11, 2026
Aspect Partners, LLC History No change 4,826 576 0.21% 0.21% 1342 0 0.0% Q2 2026 Jul 16, 2026
Tempus Wealth Planning, LLC History No change 4,819 575 0.11% 0.11% 1343 0 0.0% Q2 2026 Jul 22, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 4,800 573 0.17% 0.17% 1344 0 0.0% Q2 2026 Jul 14, 2026
EWA, LLC History No change 4,797 573 0.1% 0.1% 1345 0 0.0% Q2 2026 Jul 14, 2026
Summa Corp. History No change 4,796 573 0.18% 0.18% 1346 0 0.0% Q2 2026 Aug 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 4,949 572 0.14% 0.14% 1347 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Investment Management History No change 4,776 570 0.19% 0.19% 1348 0 0.0% Q2 2026 Aug 06, 2026
RVW Wealth, LLC History Reduced 4,504 566 0.04% 0.04% 1349 -56 -1.23% Q3 2026 Oct 06, 2026
Petix & Botte Co History No change 4,739 566 0.11% 0.11% 1350 0 0.0% Q2 2026 Aug 04, 2026
Saxony Capital Management, LLC History No change 4,734 565 0.26% 0.26% 1351 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 4,735 565 0.02% 0.02% 1352 0 0.0% Q2 2026 Jul 29, 2026
MEMBERS WEALTH LLC History No change 4,733 565 0.31% 0.31% 1353 0 0.0% Q2 2026 Jul 09, 2026
RDA Financial Network History No change 4,724 564 0.12% 0.12% 1354 0 0.0% Q2 2026 Jul 06, 2026
Ironwood Investment Counsel, LLC History No change 4,710 563 0.07% 0.07% 1355 0 0.0% Q2 2026 Aug 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 4,705 562 0.06% 0.06% 1356 0 0.0% Q2 2026 Jul 13, 2026
WealthPlan Investment Management, LLC History No change 4,706 562 0.03% 0.03% 1357 0 0.0% Q2 2026 Jul 28, 2026
CURA WEALTH ADVISORS, LLC History No change 4,704 562 0.24% 0.24% 1358 0 0.0% Q2 2026 Aug 06, 2026
Spartan Wealth Advisory Services LLC History No change 4,689 560 0.05% 0.05% 1359 0 0.0% Q2 2026 Aug 05, 2026
Atlas Private Wealth Advisors History No change 4,677 559 0.12% 0.12% 1360 0 0.0% Q2 2026 Jul 27, 2026
GDS Wealth Management History No change 4,679 559 0.03% 0.03% 1361 0 0.0% Q2 2026 Aug 13, 2026
TFB Advisors LLC History No change 4,685 559 0.25% 0.25% 1362 0 0.0% Q2 2026 Aug 06, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 4,671 558 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 20, 2026
Sound Income Strategies, LLC History No change 4,671 558 0.03% 0.03% 1364 0 0.0% Q2 2026 Jul 20, 2026
COFG Advisors, LLC History No change 4,671 558 0.1% 0.1% 1365 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History Reduced 4,439 557 0.01% 0.01% 1366 -913 -17.06% Q3 2026 Oct 08, 2026
Walkner Condon Financial Advisors LLC History No change 4,659 556 0.06% 0.06% 1367 0 0.0% Q2 2026 Jul 27, 2026
Second Line Capital, LLC History No change 4,657 556 0.1% 0.1% 1368 0 0.0% Q2 2026 Sep 02, 2026
Astra Wealth Partners LLC History No change 4,648 555 0.3% 0.3% 1369 0 0.0% Q2 2026 Aug 11, 2026
YARGER WEALTH STRATEGIES, LLC History No change 4,693 554 0.2% 0.2% 1370 0 0.0% Q2 2026 Jul 14, 2026
Rollins Financial Advisors, LLC History No change 4,632 553 0.07% 0.07% 1371 0 0.0% Q2 2026 Aug 04, 2026
Brady Martz Wealth Solutions, LLC History No change 4,624 552 0.08% 0.08% 1372 0 0.0% Q2 2026 Jul 23, 2026
Signet Private Wealth LLC History No change 4,613 551 0.44% 0.44% 1373 0 0.0% Q2 2026 Aug 06, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 4,598 549 0.07% 0.07% 1374 0 0.0% Q2 2026 Aug 11, 2026
Moss Adams Wealth Advisors LLC History No change 4,597 549 0.03% 0.03% 1375 0 0.0% Q2 2026 Jul 27, 2026
SC&H Financial Advisors, Inc. History No change 4,594 549 0.07% 0.07% 1376 0 0.0% Q2 2026 Aug 04, 2026
Invst, LLC History No change 4,589 548 0.05% 0.05% 1377 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 4,342 546 0.01% 0.32% 1380 -88,885 -95.34% Q3 2026 Oct 02, 2026
DF DENT & CO INC History No change 4,576 546 0.01% 0.01% 1378 0 0.0% Q2 2026 Aug 14, 2026
Townsend & Associates, Inc History No change 4,825 546 0.05% 0.05% 1379 0 0.0% Q2 2026 Jul 22, 2026
Boltwood Capital Management History No change 4,341 545 0.12% 0.12% 1381 0 0.0% Q3 2026 Oct 02, 2026
RPg Family Wealth Advisory, LLC History No change 4,560 545 0.11% 0.11% 1382 0 0.0% Q2 2026 Aug 04, 2026
Yoder Wealth Management, Inc. History No change 4,568 545 0.21% 0.21% 1383 0 0.0% Q2 2026 Jul 22, 2026
VAN STRUM & TOWNE INC. History No change 4,544 543 0.15% 0.15% 1384 0 0.0% Q2 2026 Jul 31, 2026
Compass Advisory Group LLC History No change 4,547 543 0.13% 0.13% 1385 0 0.0% Q2 2026 Aug 11, 2026
MBE Wealth Management, LLC History No change 4,547 543 0.19% 0.19% 1386 0 0.0% Q2 2026 Jul 24, 2026
NorthCoast Asset Management LLC History No change 4,536 542 0.01% 0.01% 1387 0 0.0% Q2 2026 Aug 12, 2026
Syntegra Private Wealth Group, LLC History No change 4,536 542 0.04% 0.04% 1388 0 0.0% Q2 2026 Jul 15, 2026
Sterling Wealth Management, Inc. History No change 4,532 541 0.13% 0.13% 1389 0 0.0% Q2 2026 Jul 30, 2026
Vertex Planning Partners, LLC History No change 4,519 540 0.08% 0.08% 1390 0 0.0% Q2 2026 Aug 14, 2026
Armor Investment Advisors, LLC History No change 4,496 537 0.17% 0.17% 1391 0 0.0% Q2 2026 Aug 04, 2026
apricus wealth, LLC History No change 4,500 537 0.26% 0.26% 1392 0 0.0% Q2 2026 Jul 22, 2026
LJI Wealth Management, LLC History No change 4,500 537 0.08% 0.08% 1393 0 0.0% Q2 2026 Jul 31, 2026
LYELL WEALTH MANAGEMENT, LP History No change 4,478 535 0.03% 0.03% 1394 0 0.0% Q2 2026 Aug 05, 2026
SYKON CAPITAL LLC History No change 4,480 535 0.16% 0.16% 1395 0 0.0% Q2 2026 Aug 12, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 4,264 535 0.08% 0.08% 1396 0 0.0% Q3 2026 Oct 08, 2026
Greenfield Seitz Capital Management, LLC History No change 4,480 535 0.16% 0.16% 1397 0 0.0% Q2 2026 Aug 12, 2026
Strategic Point Investment Advisors, LLC History No change 4,454 532 0.07% 0.07% 1398 0 0.0% Q2 2026 Jul 08, 2026
Signature Wealth Management Partners, LLC History No change 4,456 532 0.25% 0.25% 1399 0 0.0% Q2 2026 Jul 29, 2026
Mystic Asset Management, Inc. History No change 4,456 532 0.11% 0.11% 1400 0 0.0% Q2 2026 Aug 11, 2026
Permanent Capital Management, LP History No change 4,458 532 0.07% 0.07% 1401 0 0.0% Q2 2026 Aug 12, 2026
Commonwealth Financial Services, LLC History No change 4,430 529 0.07% 0.07% 1402 0 0.0% Q2 2026 Jul 15, 2026
Grove Bank & Trust History No change 4,200 527 0.05% 0.05% 1403 0 0.0% Q3 2026 Oct 08, 2026
IBEX WEALTH ADVISORS History No change 4,406 526 0.04% 0.04% 1404 0 0.0% Q2 2026 Jul 27, 2026
Capital Asset Advisory Services LLC History No change 4,392 524 0.02% 0.02% 1405 0 0.0% Q2 2026 Aug 14, 2026
Parisi Gray Wealth Management History No change 4,379 523 0.11% 0.11% 1406 0 0.0% Q2 2026 Jul 09, 2026
Mayfair Advisory Group, LLC History No change 4,619 523 0.16% 0.16% 1407 0 0.0% Q2 2026 Aug 11, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 4,376 523 0.09% 0.09% 1408 0 0.0% Q2 2026 Jul 21, 2026
Security National Bank History No change 4,368 522 0.06% 0.06% 1409 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 4,360 521 0.04% 0.04% 1410 0 0.0% Q2 2026 Jul 14, 2026
Accelerate Investment Advisors LLC History No change 4,360 521 0.3% 0.3% 1411 0 0.0% Q2 2026 Aug 12, 2026
FIRST FINANCIAL BANKSHARES INC History No change 4,352 520 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 11, 2026
Semus Wealth Partners LLC History No change 4,352 520 0.25% 0.25% 1413 0 0.0% Q2 2026 Aug 10, 2026
Berman McAleer LLC History No change 4,352 520 0.06% 0.06% 1414 0 0.0% Q2 2026 Jul 16, 2026
Advisor OS, LLC History No change 4,331 517 0.03% 0.03% 1415 0 0.0% Q2 2026 Aug 05, 2026
WORLD EQUITY GROUP, INC. History No change 4,324 516 0.12% 0.12% 1416 0 0.0% Q2 2026 Jul 09, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 4,312 515 0.16% 0.16% 1417 0 0.0% Q2 2026 Jul 28, 2026
Carl P. Sherr & Co., LLC History No change 4,302 514 0.22% 0.22% 1418 0 0.0% Q2 2026 Jul 31, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 4,304 514 0.09% 0.09% 1419 0 0.0% Q2 2026 Aug 10, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 4,273 510 0.04% 0.04% 1420 0 0.0% Q2 2026 Aug 07, 2026
DV Trading LLC History No change 4,271 510 0.02% 0.02% 1421 0 0.0% Q2 2026 Aug 14, 2026
Next Level Private LLC History No change 4,273 510 0.1% 0.1% 1422 0 0.0% Q2 2026 Jul 09, 2026
PCM Encore, LLC History No change 4,272 510 0.09% 0.09% 1423 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History Added to 4,056 509 0.09% 0.09% 1425 +56 1.4% Q3 2026 Oct 05, 2026
Wealth Alliance Advisory Group, LLC History No change 4,266 509 0.07% 0.07% 1424 0 0.0% Q2 2026 Jul 23, 2026
LaSalle St. Investment Advisors, LLC History No change 4,259 509 0.06% 0.06% 1426 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 4,256 508 0.05% 0.05% 1427 0 0.0% Q2 2026 Aug 12, 2026
M. Kraus & Co History No change 5,397 507 0.13% 0.13% 1428 0 0.0% Q2 2026 Jul 29, 2026
Glenview Trust Co History No change 4,248 507 0.01% 0.01% 1429 0 0.0% Q2 2026 Aug 18, 2026
BALANCED WEALTH GROUP LLC History No change 4,245 507 0.16% 0.16% 1430 0 0.0% Q2 2026 Aug 10, 2026
Monetary Solutions, Ltd History No change 4,248 507 0.44% 0.44% 1431 0 0.0% Q2 2026 Jul 23, 2026
Tanager Wealth Management LLP History No change 4,232 505 0.04% 0.04% 1432 0 0.0% Q2 2026 Jul 23, 2026
River Wealth Advisors LLC History No change 4,223 504 0.05% 0.05% 1433 0 0.0% Q2 2026 Aug 04, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 4,222 504 0.05% 0.05% 1434 0 0.0% Q2 2026 Jul 29, 2026
Financial Plan, Inc. History No change 4,224 504 0.05% 0.05% 1435 0 0.0% Q2 2026 Aug 14, 2026
F&V Capital Management, LLC History No change 4,205 503 0.09% 0.09% 1436 0 0.0% Q2 2026 Jul 21, 2026
Howard Capital Management, LLC History No change 4,216 503 0.01% 0.01% 1437 0 0.0% Q2 2026 Jul 28, 2026
TrueWealth Advisors, LLC History No change 4,192 501 0.11% 0.11% 1438 0 0.0% Q2 2026 Jul 08, 2026
Madson Wealth Advisors Inc History No change 4,189 500 0.34% 0.34% 1439 0 0.0% Q2 2026 Jul 21, 2026
Ironwood Financial, llc History No change 4,321 499 0.08% 0.08% 1440 0 0.0% Q2 2026 Jul 17, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,169 498 0.14% 0.14% 1441 0 0.0% Q2 2026 Aug 07, 2026
PURSUE WEALTH PARTNERS LLC History No change 4,169 498 0.28% 0.28% 1442 0 0.0% Q2 2026 Aug 07, 2026
Meredith Wealth Planning History No change 4,170 498 0.12% 0.12% 1443 0 0.0% Q2 2026 Jul 24, 2026
Farrell Financial LLC History No change 4,173 498 0.27% 0.27% 1444 0 0.0% Q2 2026 Jul 10, 2026
Diversified Portfolios, Inc. History No change 4,165 497 0.04% 0.04% 1445 0 0.0% Q2 2026 Aug 04, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 4,164 497 0.03% 0.03% 1446 0 0.0% Q2 2026 Jul 31, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,152 496 0.04% 0.04% 1447 0 0.0% Q2 2026 Jul 28, 2026
Schneider Downs Wealth Management Advisors, LP History No change 4,158 496 0.05% 0.05% 1448 0 0.0% Q2 2026 Aug 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 4,140 495 0.01% 0.01% 1449 0 0.0% Q2 2026 Aug 04, 2026
Bigelow Investment Advisors, LLC History No change 4,142 495 0.18% 0.18% 1450 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History Added to 3,929 493 0.02% 0.02% 1454 +33 0.85% Q3 2026 Oct 08, 2026
Quantbot Technologies LP History No change 4,129 493 0.02% 0.02% 1451 0 0.0% Q2 2026 Aug 12, 2026
BCS Wealth Management History No change 4,133 493 0.09% 0.09% 1452 0 0.0% Q2 2026 Jul 16, 2026
Keystone Wealth Services, LLC History No change 4,132 493 0.09% 0.09% 1453 0 0.0% Q2 2026 Aug 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,120 492 0.06% 0.06% 1455 0 0.0% Q2 2026 Aug 05, 2026
Boston Trust Walden Corp History No change 4,120 492 0.0% 0.0% 1456 0 0.0% Q2 2026 Jul 24, 2026
Taylor & Morgan Wealth Management, LLC History No change 4,120 492 0.24% 0.24% 1457 0 0.0% Q2 2026 Jul 10, 2026
Stegent Equity Advisors, Inc. History No change 4,110 491 0.35% 0.35% 1458 0 0.0% Q2 2026 Jul 29, 2026
Midwest Financial Group LLC History No change 4,108 491 0.17% 0.17% 1459 0 0.0% Q2 2026 Jul 21, 2026
Financial & Tax Architects, LLC History No change 4,104 490 0.1% 0.1% 1460 0 0.0% Q2 2026 Jul 23, 2026
Greenspring Advisors, LLC History No change 4,104 490 0.03% 0.03% 1461 0 0.0% Q2 2026 Aug 11, 2026
URS Advisory LLC History No change 4,102 490 0.27% 0.27% 1462 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial Strategies, Inc. History No change 4,097 489 0.03% 0.03% 1463 0 0.0% Q2 2026 Jul 24, 2026
Guidance Point Advisors, LLC History No change 4,094 489 0.1% 0.1% 1464 0 0.0% Q2 2026 Jul 31, 2026
Frank, Rimerman Advisors LLC History No change 4,096 489 0.03% 0.03% 1465 0 0.0% Q2 2026 Jul 27, 2026
Uptown Financial Advisors LLC History No change 4,097 489 0.32% 0.32% 1466 0 0.0% Q2 2026 Jul 10, 2026
SHP Wealth Management History No change 4,083 487 0.03% 0.03% 1467 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 4,081 487 0.13% 0.13% 1468 0 0.0% Q2 2026 Jul 23, 2026
Quadcap Wealth Management, LLC History No change 4,080 487 0.05% 0.05% 1469 0 0.0% Q2 2026 Jul 31, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 4,073 486 0.05% 0.05% 1470 0 0.0% Q2 2026 Jul 16, 2026
Colonial River Investments, LLC History No change 4,066 485 0.14% 0.14% 1471 0 0.0% Q2 2026 Jul 24, 2026
Northwest Financial Advisors History No change 4,063 485 0.06% 0.06% 1472 0 0.0% Q2 2026 Jul 27, 2026
Barnes Dennig Private Wealth Management LLC History No change 4,064 485 0.39% 0.39% 1473 0 0.0% Q2 2026 Jul 15, 2026
True Link Financial Advisors, LLC History No change 4,056 484 0.03% 0.03% 1474 0 0.0% Q2 2026 Jul 31, 2026
ORBA Wealth Advisors, L.L.C. History No change 4,034 482 0.41% 0.41% 1475 0 0.0% Q2 2026 Jul 23, 2026
PIONEER TRUST BANK N A/OR History No change 4,000 478 0.11% 0.11% 1476 0 0.0% Q2 2026 Jul 22, 2026
HEFFERNAN ADVISORY, INC History No change 4,000 478 0.4% 0.4% 1477 0 0.0% Q2 2026 Jul 21, 2026
V2 Financial group LLC History No change 4,000 478 0.18% 0.18% 1478 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC History Added to 3,803 477 0.04% 0.03% 1480 +15 0.4% Q3 2026 Oct 01, 2026
CAMPBELL CAPITAL MANAGEMENT INC History No change 3,992 477 0.17% 0.17% 1479 0 0.0% Q2 2026 Jul 21, 2026
Foundation Wealth Management, LLC\PA History No change 3,994 477 0.14% 0.14% 1481 0 0.0% Q2 2026 Jul 21, 2026
KEB ASSET MANAGEMENT, LLC History No change 3,988 476 0.08% 0.08% 1482 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Wealth Group, LLC History No change 3,976 475 0.03% 0.03% 1483 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 3,960 473 0.03% 0.03% 1484 0 0.0% Q2 2026 Sep 04, 2026
Glen Eagle Advisors, LLC History No change 3,959 473 0.06% 0.06% 1485 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 3,952 472 0.06% 0.06% 1486 0 0.0% Q2 2026 Aug 12, 2026
CALTON & ASSOCIATES, INC. History No change 3,933 470 0.07% 0.07% 1487 0 0.0% Q2 2026 Aug 10, 2026
PFW Advisors LLC History Added to 3,736 469 0.14% 0.13% 1488 +4 0.11% Q3 2026 Oct 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 3,928 469 0.06% 0.06% 1489 0 0.0% Q2 2026 Aug 05, 2026
Bullock Wealth Management Group History No change 4,006 469 0.2% 0.2% 1490 0 0.0% Q2 2026 Aug 19, 2026
TriaGen Wealth Management LLC History No change 3,920 468 0.12% 0.12% 1491 0 0.0% Q2 2026 Jul 21, 2026
LANE BROTHERS & CO INC History No change 3,912 467 0.31% 0.31% 1492 0 0.0% Q2 2026 Aug 05, 2026
Creekside Partners History No change 3,909 467 0.17% 0.17% 1493 0 0.0% Q2 2026 Jul 30, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,904 466 0.03% 0.03% 1494 0 0.0% Q2 2026 Jul 16, 2026
COURIER CAPITAL LLC History No change 3,897 465 0.02% 0.02% 1495 0 0.0% Q2 2026 Jul 16, 2026
DMKC Advisory Services, LLC History No change 3,874 463 0.09% 0.09% 1496 0 0.0% Q2 2026 Jul 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,056 462 0.01% 0.01% 1497 0 0.0% Q2 2026 Jul 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,848 459 0.0% 0.0% 1498 0 0.0% Q2 2026 Aug 10, 2026
Herold Advisors, Inc. History No change 3,844 459 0.09% 0.09% 1499 0 0.0% Q2 2026 Jul 22, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 3,848 459 0.09% 0.09% 1500 0 0.0% Q2 2026 Jul 17, 2026
Apeiron RIA LLC History No change 3,610 458 0.1% 0.11% 1501 0 0.0% Q3 2026 Oct 08, 2026
Wealth Dimensions Group, Ltd. History No change 3,828 457 0.08% 0.08% 1502 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 3,824 457 0.14% 0.14% 1503 0 0.0% Q2 2026 Jul 30, 2026
GROUP ONE TRADING LLC History No change 3,816 456 0.0% 0.0% 1504 0 0.0% Q2 2026 Aug 13, 2026
InvesTrust History No change 3,818 456 0.18% 0.18% 1505 0 0.0% Q2 2026 Jul 14, 2026
Sand Hill Global Advisors, LLC History No change 3,812 455 0.01% 0.01% 1506 0 0.0% Q2 2026 Aug 11, 2026
Palacios Wealth Management, LLC History No change 3,808 455 0.27% 0.27% 1507 0 0.0% Q2 2026 Jul 23, 2026
ProVise Management Group, LLC History No change 3,800 454 0.03% 0.03% 1508 0 0.0% Q2 2026 Aug 03, 2026
Financial Solutions Advisory Group, Inc. History No change 3,864 454 0.06% 0.06% 1509 0 0.0% Q2 2026 Jul 13, 2026
Exit Wealth Advisors, LLC. History No change 3,795 453 0.21% 0.21% 1510 0 0.0% Q2 2026 Aug 11, 2026
Briggs Wealth Management, Inc History No change 3,797 453 0.41% 0.41% 1511 0 0.0% Q2 2026 Aug 06, 2026
Everest Private Wealth History No change 3,776 451 0.17% 0.17% 1512 0 0.0% Q2 2026 Aug 07, 2026
ATLas Financial Planning LLC History No change 3,776 451 0.37% 0.37% 1513 0 0.0% Q2 2026 Jul 22, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,750 448 0.01% 0.01% 1514 0 0.0% Q2 2026 Jul 31, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,745 447 0.02% 0.02% 1515 0 0.0% Q2 2026 Jul 28, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 3,728 445 0.13% 0.13% 1516 0 0.0% Q2 2026 Aug 04, 2026
Center For Asset Management LLC History No change 3,729 445 0.2% 0.2% 1517 0 0.0% Q2 2026 Jul 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,720 444 0.01% 0.01% 1518 0 0.0% Q2 2026 Aug 10, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 3,710 443 0.21% 0.21% 1519 0 0.0% Q2 2026 Aug 18, 2026
CHANNEL WEALTH LLC History No change 3,702 442 0.1% 0.1% 1520 0 0.0% Q2 2026 Aug 04, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 3,696 441 0.29% 0.29% 1521 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 3,688 440 0.04% 0.04% 1522 0 0.0% Q2 2026 Aug 06, 2026
Vested Financial Planning, LLC History No change 3,688 440 0.3% 0.3% 1523 0 0.0% Q2 2026 Aug 05, 2026
Rubicon Advisors, GP History No change 3,684 440 0.32% 0.32% 1524 0 0.0% Q2 2026 Jul 29, 2026
Peterson Wealth Advisors, LLC History Added to 3,500 439 0.05% 0.05% 1525 +4 0.11% Q3 2026 Oct 08, 2026
MCDANIEL TERRY & CO History No change 3,670 438 0.03% 0.03% 1526 0 0.0% Q2 2026 Jul 30, 2026
Infinity Wealth Counsel, LLC History No change 3,667 438 0.35% 0.35% 1527 0 0.0% Q2 2026 Jul 09, 2026
Valtrion Capital Management, LLC History No change 3,665 438 0.33% 0.33% 1528 0 0.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History No change 3,658 437 0.02% 0.02% 1529 0 0.0% Q2 2026 Aug 12, 2026
FOSTER & MOTLEY INC History No change 3,651 436 0.02% 0.02% 1530 0 0.0% Q2 2026 Aug 07, 2026
DEFINE FINANCIAL, LLC History No change 3,653 436 0.2% 0.2% 1531 0 0.0% Q2 2026 Jul 13, 2026
Panoramic Capital Partners, LLC History No change 3,648 436 0.21% 0.21% 1532 0 0.0% Q2 2026 Aug 07, 2026
Matisse Capital History No change 3,633 434 0.17% 0.17% 1533 0 0.0% Q2 2026 Aug 12, 2026
Emerald Advisors, LLC History No change 3,632 434 0.05% 0.05% 1534 0 0.0% Q2 2026 Jul 20, 2026
Retirement Investment Advisors, Inc. History No change 3,752 433 0.03% 0.03% 1535 0 0.0% Q2 2026 Jul 15, 2026
GatePass Capital, LLC History No change 3,631 433 0.16% 0.16% 1536 0 0.0% Q2 2026 Jul 30, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 3,616 432 0.05% 0.05% 1537 0 0.0% Q2 2026 Jul 31, 2026
Atlas Brown,Inc. History No change 3,606 430 0.12% 0.12% 1538 0 0.0% Q2 2026 Jul 09, 2026
WADDELL & ASSOCIATES, LLC History No change 3,604 430 0.02% 0.02% 1539 0 0.0% Q2 2026 Jul 15, 2026
Investment Research Partners LLC History No change 3,605 430 0.15% 0.15% 1540 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 3,605 430 0.33% 0.33% 1541 0 0.0% Q2 2026 Jul 31, 2026
RESOLUTE CAPITAL, LLC History No change 3,596 429 0.15% 0.15% 1542 0 0.0% Q2 2026 Jul 29, 2026
Pathway Financial Advisors LLC History Reduced 3,406 428 0.05% 0.31% 1543 -19,706 -85.26% Q3 2026 Oct 07, 2026
MKT Advisors LLC History No change 3,727 425 0.13% 0.13% 1544 0 0.0% Q2 2026 Jul 09, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,559 425 0.17% 0.17% 1545 0 0.0% Q2 2026 Jul 14, 2026
DWM Financial Group, Inc. History No change 563 424 0.38% 0.38% 1546 0 0.0% Q2 2026 Aug 14, 2026
Bluesphere Advisors LLC History No change 3,549 424 0.13% 0.13% 1547 0 0.0% Q2 2026 Jul 30, 2026
MWA Asset Management History No change 3,553 424 0.19% 0.19% 1548 0 0.0% Q2 2026 Jul 31, 2026
Fiscal Wisdom Wealth Management, LLC History No change 3,552 424 0.36% 0.36% 1549 0 0.0% Q2 2026 Jul 21, 2026
Kelly Financial Services LLC History No change 3,539 423 0.09% 0.09% 1550 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Group, LLC /NE/ History No change 3,544 423 0.26% 0.26% 1551 0 0.0% Q2 2026 Aug 11, 2026
Fearless Solutions, LLC dba Best Invest History No change 3,546 423 0.22% 0.22% 1552 0 0.0% Q2 2026 Jul 21, 2026
Acorn Wealth Advisors, LLC History No change 3,537 422 0.1% 0.1% 1553 0 0.0% Q2 2026 Jul 30, 2026
Laurel Wealth Advisors LLC History No change 3,532 422 0.04% 0.04% 1554 0 0.0% Q2 2026 Jul 17, 2026
Quent Capital, LLC History No change 3,536 422 0.03% 0.03% 1555 0 0.0% Q2 2026 Aug 07, 2026
Kestra Investment Management, LLC History No change 3,527 421 0.01% 0.01% 1556 0 0.0% Q2 2026 Aug 05, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 3,524 421 0.18% 0.18% 1557 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 3,520 420 0.06% 0.06% 1558 0 0.0% Q2 2026 Aug 04, 2026
Avion Wealth History No change 3,521 420 0.08% 0.08% 1559 0 0.0% Q2 2026 Jul 31, 2026
BlackDiamond Wealth Management, LLC History No change 3,496 420 0.17% 0.17% 1560 0 0.0% Q2 2026 Aug 11, 2026
Ipsen Advisor Group LLC History No change 3,499 418 0.27% 0.27% 1561 0 0.0% Q2 2026 Jul 29, 2026
HILL ISLAND FINANCIAL LLC History No change 3,496 417 0.09% 0.09% 1562 0 0.0% Q2 2026 Aug 11, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 3,490 417 0.08% 0.08% 1563 0 0.0% Q2 2026 Jul 09, 2026
Obermeyer Wealth Partners History No change 3,488 416 0.02% 0.02% 1564 0 0.0% Q2 2026 Jul 29, 2026
Mattern Wealth Management LLC History No change 3,488 416 0.07% 0.07% 1565 0 0.0% Q2 2026 Jul 23, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 3,306 415 0.22% 0.21% 1566 0 0.0% Q3 2026 Oct 06, 2026
First National Advisers, LLC History No change 3,480 415 0.06% 0.06% 1567 0 0.0% Q2 2026 Jul 21, 2026
D.B. Root & Company, LLC History No change 3,456 413 0.09% 0.09% 1568 0 0.0% Q2 2026 Aug 13, 2026
Cerro Pacific Wealth Advisors LLC History No change 3,456 413 0.09% 0.09% 1569 0 0.0% Q2 2026 Jul 15, 2026
Equity Wealth Partners, LLC History No change 3,457 413 0.15% 0.15% 1570 0 0.0% Q2 2026 Jul 27, 2026
Ruggiero Investments, Inc. History No change 3,454 412 0.35% 0.35% 1571 0 0.0% Q2 2026 Aug 14, 2026
Godshalk Welsh Capital Management, Inc. History No change 3,440 411 0.22% 0.22% 1572 0 0.0% Q2 2026 Aug 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 3,446 411 0.04% 0.04% 1573 0 0.0% Q2 2026 Jul 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 3,432 410 0.03% 0.03% 1574 0 0.0% Q2 2026 Jul 07, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 3,432 410 0.1% 0.1% 1575 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Gaunt Capital Management, LLC History No change 3,431 410 0.23% 0.23% 1576 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC /UT History No change 3,416 408 0.08% 0.08% 1577 0 0.0% Q2 2026 Jul 23, 2026
Marquette Asset Management, LLC History No change 3,399 406 0.05% 0.05% 1578 0 0.0% Q2 2026 Jul 09, 2026
BSW Wealth Partners History No change 3,392 405 0.05% 0.05% 1579 0 0.0% Q2 2026 Jul 15, 2026
Grant Private Wealth Management Inc History No change 3,392 405 0.17% 0.17% 1580 0 0.0% Q2 2026 Jul 07, 2026
WIMMER ASSOCIATES 1, LLC History No change 3,387 404 0.18% 0.18% 1581 0 0.0% Q2 2026 Aug 14, 2026
Goldstein Advisors, LLC History No change 3,383 404 0.04% 0.04% 1582 0 0.0% Q2 2026 Jul 20, 2026
Independent Wealth Advisors LLC History No change 3,385 404 0.37% 0.37% 1583 0 0.0% Q2 2026 Jul 27, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 3,375 403 0.12% 0.12% 1584 0 0.0% Q2 2026 Jul 21, 2026
Lotus Asset Management LLC History No change 3,365 402 0.36% 0.36% 1585 0 0.0% Q2 2026 Sep 09, 2026
Echo45 Advisors LLC History New 3,198 401 0.18% — 1587 +3,198 New Q3 2026 Oct 07, 2026
Hurlow Wealth Management Group, Inc. History No change 3,360 401 0.08% 0.08% 1586 0 0.0% Q2 2026 Aug 05, 2026
Fort Point Capital Partners LLC History No change 3,352 400 0.03% 0.03% 1588 0 0.0% Q2 2026 Aug 14, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 3,340 399 0.11% 0.11% 1589 0 0.0% Q2 2026 Aug 12, 2026
Crumly & Associates Inc. History Added to 3,172 398 0.07% 0.07% 1590 +276 9.53% Q3 2026 Oct 07, 2026
YHB Investment Advisors, Inc. History Reduced 3,152 396 0.02% 0.02% 1591 -50 -1.56% Q3 2026 Oct 08, 2026
WESPAC Advisors SoCal, LLC History No change 3,312 395 0.07% 0.07% 1592 0 0.0% Q2 2026 Jul 16, 2026
Seaside Wealth Management, Inc. History No change 3,307 395 0.1% 0.1% 1593 0 0.0% Q2 2026 Aug 05, 2026
Occidental Asset Management, LLC History No change 3,298 394 0.04% 0.04% 1594 0 0.0% Q2 2026 Aug 07, 2026
WEALTHSPAN PARTNERS, LLC History No change 3,297 394 0.12% 0.12% 1595 0 0.0% Q2 2026 Aug 06, 2026
SFM, LLC History No change 3,304 394 0.2% 0.2% 1596 0 0.0% Q2 2026 Jul 07, 2026
Summit Financial Consulting LLC History No change 3,297 394 0.27% 0.27% 1597 0 0.0% Q2 2026 Aug 06, 2026
Skyline Advisors, Inc. History No change 3,291 393 0.12% 0.12% 1598 0 0.0% Q2 2026 Jul 20, 2026
Morse Asset Management, Inc History No change 3,280 392 0.06% 0.06% 1599 0 0.0% Q2 2026 Aug 13, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 3,280 392 0.15% 0.15% 1600 0 0.0% Q2 2026 Jul 09, 2026
CITY HOLDING CO History No change 3,276 391 0.04% 0.04% 1601 0 0.0% Q2 2026 Jul 10, 2026
Prosperity Advisers, LLC History No change 3,274 391 0.28% 0.28% 1602 0 0.0% Q2 2026 Jul 29, 2026
Lakeridge Wealth Management LLC History No change 3,265 390 0.14% 0.14% 1603 0 0.0% Q2 2026 Jul 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 3,264 390 0.16% 0.16% 1604 0 0.0% Q2 2026 Jul 28, 2026
Quotient Wealth Partners, LLC History No change 3,263 389 0.01% 0.01% 1605 0 0.0% Q2 2026 Aug 03, 2026
Tranquility Partners, LLC History No change 3,249 388 0.13% 0.13% 1606 0 0.0% Q2 2026 Jul 23, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 3,250 388 0.14% 0.14% 1607 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 3,241 387 0.04% 0.04% 1608 0 0.0% Q2 2026 Jul 07, 2026
ELEVATE WEALTH ADVISORY, INC History No change 3,241 387 0.22% 0.22% 1609 0 0.0% Q2 2026 Aug 14, 2026
Foguth Wealth Management, LLC. History No change 3,421 387 0.04% 0.04% 1610 0 0.0% Q2 2026 Jul 21, 2026
Altus Wealth Group LLC History No change 3,232 386 0.14% 0.14% 1611 0 0.0% Q2 2026 Jul 17, 2026
Rise Advisors, LLC History No change 3,221 385 0.11% 0.11% 1612 0 0.0% Q2 2026 Jul 10, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 3,320 385 0.2% 0.2% 1613 0 0.0% Q2 2026 Aug 11, 2026
GFG Capital, LLC History No change 3,216 384 0.11% 0.11% 1614 0 0.0% Q2 2026 Jul 20, 2026
Legacy Financial Strategies, LLC History No change 3,216 384 0.06% 0.06% 1615 0 0.0% Q2 2026 Jul 21, 2026
Novak & Powell Financial Services, Inc. History No change 3,215 384 0.18% 0.18% 1616 0 0.0% Q2 2026 Aug 11, 2026
Henson-Edgewater Management, LLC History No change 3,160 384 0.2% 0.2% 1617 0 0.0% Q2 2026 Aug 18, 2026
Linscomb Wealth, Inc. History No change 3,202 382 0.02% 0.02% 1618 0 0.0% Q2 2026 Jul 31, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 3,201 382 0.08% 0.08% 1619 0 0.0% Q2 2026 Jul 17, 2026
Morangie Management LLC History No change 3,200 382 0.32% 0.32% 1620 0 0.0% Q2 2026 Jul 16, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 3,196 381 0.05% 0.05% 1621 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investors, L.L.C. History No change 3,194 381 0.19% 0.19% 1622 0 0.0% Q2 2026 Aug 11, 2026
Galvin, Gaustad & Stein, LLC History Reduced 3,009 378 0.03% 0.06% 1623 -3,508 -53.83% Q3 2026 Oct 08, 2026
Coppell Advisory Solutions LLC History No change 4,715 376 0.03% 0.03% 1624 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,136 374 0.0% 0.0% 1625 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 3,132 374 0.03% 0.03% 1626 0 0.0% Q2 2026 Jul 22, 2026
Beacon Wealthcare LLC History No change 2,984 374 0.12% 0.11% 1627 0 0.0% Q3 2026 Oct 02, 2026
Frederick Financial Consultants, LLC History No change 3,128 373 0.16% 0.16% 1628 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Wealth Advisory Group, LLC History No change 3,116 372 0.11% 0.11% 1629 0 0.0% Q2 2026 Aug 06, 2026
BEACON INVESTMENT ADVISORS LLC History No change 3,115 372 0.12% 0.12% 1630 0 0.0% Q2 2026 Aug 13, 2026
Manske Wealth Management History No change 3,120 372 0.09% 0.09% 1631 0 0.0% Q2 2026 Aug 03, 2026
Advance Capital Management, Inc. History No change 3,107 371 0.01% 0.01% 1632 0 0.0% Q2 2026 Aug 12, 2026
Quadrant Private Wealth Management, LLC History No change 3,107 371 0.08% 0.08% 1633 0 0.0% Q2 2026 Jul 30, 2026
Fortis Capital Management LLC History No change 3,106 371 0.04% 0.04% 1634 0 0.0% Q2 2026 Aug 12, 2026
Gaddis Premier Wealth Advisors LLC History No change 3,112 371 0.23% 0.23% 1635 0 0.0% Q2 2026 Aug 04, 2026
STRATEGY ASSET MANAGERS LLC History No change 3,099 370 0.06% 0.06% 1636 0 0.0% Q2 2026 Aug 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 3,027 369 0.12% 0.12% 1637 0 0.0% Q2 2026 Aug 13, 2026
IMPACTfolio, LLC History No change 3,087 368 0.14% 0.14% 1638 0 0.0% Q2 2026 Jul 22, 2026
American Financial Advisors, LLC History No change 3,079 367 0.04% 0.04% 1639 0 0.0% Q2 2026 Jul 14, 2026
Gerald Baker Financial Group LLC History No change 3,061 365 0.1% 0.1% 1640 0 0.0% Q2 2026 Aug 03, 2026
Financial Advisors Network, Inc. History No change 3,049 364 0.04% 0.04% 1641 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Capital Advisors LLC History No change 3,048 364 0.23% 0.23% 1642 0 0.0% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History No change 3,040 363 0.01% 0.01% 1643 0 0.0% Q2 2026 Jul 27, 2026
Carrera Capital Advisors History No change 3,038 363 0.05% 0.05% 1644 0 0.0% Q2 2026 Aug 03, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 3,022 361 0.02% 0.02% 1645 0 0.0% Q2 2026 Aug 03, 2026
X-Square Capital, LLC History No change 3,022 361 0.09% 0.09% 1646 0 0.0% Q2 2026 Aug 12, 2026
Koss-Olinger Consulting, LLC History No change 3,026 361 0.03% 0.03% 1647 0 0.0% Q2 2026 Aug 10, 2026
Jefferies Financial Group Inc. History No change 3,015 360 0.0% 0.0% 1648 0 0.0% Q2 2026 Aug 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 3,016 360 0.09% 0.09% 1649 0 0.0% Q2 2026 Aug 07, 2026
FIRST FOUNDATION ADVISORS History No change 3,017 360 0.01% 0.01% 1650 0 0.0% Q2 2026 Aug 14, 2026
Viewpoint Capital Management LLC History No change 3,016 360 0.18% 0.18% 1651 0 0.0% Q2 2026 Aug 04, 2026
Ring Mountain Capital, LLC History No change 3,013 360 0.15% 0.15% 1652 0 0.0% Q2 2026 Aug 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,008 359 0.21% 0.21% 1653 0 0.0% Q2 2026 Jul 21, 2026
Apriem Advisors History No change 2,997 358 0.03% 0.03% 1654 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 3,000 358 0.05% 0.05% 1655 0 0.0% Q2 2026 Jul 09, 2026
KFA Private Wealth Group, LLC History New 2,842 357 0.08% — 1658 +2,842 New Q3 2026 Oct 07, 2026
NTV ASSET MANAGEMENT LLC History No change 2,988 357 0.03% 0.03% 1656 0 0.0% Q2 2026 Aug 05, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 2,992 357 0.14% 0.14% 1657 0 0.0% Q2 2026 Jul 20, 2026
Vontobel Holding Ltd. History No change 2,986 356 0.0% 0.0% 1659 0 0.0% Q2 2026 Aug 03, 2026
Morton Capital Management LLC/CA History No change 2,984 356 0.05% 0.05% 1660 0 0.0% Q2 2026 Jul 23, 2026
Battery Global Advisors, LLC History No change 2,968 354 0.18% 0.18% 1661 0 0.0% Q2 2026 Aug 12, 2026
DIVERSIFIED MANAGEMENT INC History No change 2,808 352 0.06% 0.07% 1662 0 0.0% Q3 2026 Oct 08, 2026
Sky Investment Group LLC History No change 2,950 352 0.06% 0.06% 1663 0 0.0% Q2 2026 Jul 20, 2026
MMA ASSET MANAGEMENT LLC History No change 2,951 352 0.11% 0.11% 1664 0 0.0% Q2 2026 Aug 04, 2026
Williams & Novak, LLC History No change 2,953 352 0.23% 0.23% 1665 0 0.0% Q2 2026 Jul 08, 2026
Plan A Wealth LLC History New 2,787 350 0.12% — 1668 +2,787 New Q3 2026 Oct 08, 2026
Pioneer Wealth Management Group History No change 2,934 350 0.08% 0.08% 1666 0 0.0% Q2 2026 Jul 07, 2026
TIAA Wealth Investment Management LLC History No change 2,949 350 0.0% 0.0% 1667 0 0.0% Q2 2026 Aug 10, 2026
WASHINGTON TRUST BANK History No change 2,927 349 0.02% 0.02% 1669 0 0.0% Q2 2026 Aug 05, 2026
Fiera Capital Corp History No change 2,928 349 0.0% 0.0% 1670 0 0.0% Q2 2026 Aug 07, 2026
Values First Advisors, Inc. History No change 2,928 349 0.16% 0.16% 1671 0 0.0% Q2 2026 Aug 04, 2026
Cyndeo Wealth Partners, LLC History No change 2,917 348 0.02% 0.02% 1672 0 0.0% Q2 2026 Jul 21, 2026
GREAT LAKES ADVISORS, LLC History No change 2,910 347 0.0% 0.0% 1673 0 0.0% Q2 2026 Aug 10, 2026
LBJ Family Wealth Advisors, Ltd. History No change 2,761 347 0.18% 0.16% 1674 0 0.0% Q3 2026 Oct 01, 2026
Planned Solutions, Inc. History No change 2,907 347 0.1% 0.1% 1675 0 0.0% Q2 2026 Jul 13, 2026
AAFMAA Wealth Management & Trust LLC History No change 2,904 347 0.12% 0.12% 1676 0 0.0% Q2 2026 Jul 08, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 2,904 347 0.09% 0.09% 1677 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 2,904 347 0.03% 0.03% 1678 0 0.0% Q2 2026 Aug 04, 2026
Private Advisory Group LLC History No change 2,900 346 0.02% 0.02% 1679 0 0.0% Q2 2026 Aug 06, 2026
HTG Investment Advisors, Inc. History No change 2,901 346 0.09% 0.09% 1680 0 0.0% Q2 2026 Aug 06, 2026
TruNorth Capital Management, LLC History No change 2,881 344 0.06% 0.06% 1681 0 0.0% Q2 2026 Jul 23, 2026
Castle Rock Wealth Management, LLC History No change 2,939 344 0.07% 0.07% 1682 0 0.0% Q2 2026 Jul 07, 2026
Investor's Fiduciary Advisor Network, LLC History No change 2,882 344 0.12% 0.12% 1683 0 0.0% Q2 2026 Aug 13, 2026
Miller Capital Partners, Inc. History No change 2,880 344 0.13% 0.13% 1684 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 2,872 343 0.03% 0.03% 1685 0 0.0% Q2 2026 Jul 20, 2026
AF Advisors, Inc. History No change 2,876 343 0.17% 0.17% 1686 0 0.0% Q2 2026 Jul 31, 2026
Thompson David Blair History No change 2,872 343 0.17% 0.17% 1687 0 0.0% Q2 2026 Aug 14, 2026
REBALANCE, LLC History No change 2,867 342 0.02% 0.02% 1688 0 0.0% Q2 2026 Jul 16, 2026
Weaver Consulting Group History No change 2,715 341 0.07% 0.07% 1689 0 0.0% Q3 2026 Oct 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,856 341 0.02% 0.02% 1690 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 2,848 340 0.02% 0.02% 1691 0 0.0% Q2 2026 Jul 30, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 450 339 0.05% 0.05% 1692 0 0.0% Q2 2026 Aug 11, 2026
Financial Security Advisor, Inc. History No change 2,845 339 0.06% 0.06% 1693 0 0.0% Q2 2026 Aug 11, 2026
Emissary Wealth LLC History No change 2,840 339 0.26% 0.26% 1694 0 0.0% Q2 2026 Jul 28, 2026
Dana Investment Advisors, Inc. History No change 2,827 337 0.01% 0.01% 1695 0 0.0% Q2 2026 Aug 13, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 2,827 337 0.12% 0.12% 1696 0 0.0% Q2 2026 Jul 15, 2026
Cresta Advisors, Ltd. History No change 2,827 337 0.12% 0.12% 1697 0 0.0% Q2 2026 Jul 22, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 2,811 336 0.08% 0.08% 1698 0 0.0% Q2 2026 Aug 07, 2026
Tennessee Valley Asset Management Partners History No change 2,807 335 0.04% 0.04% 1699 0 0.0% Q2 2026 Aug 10, 2026
JERICHO FINANCIAL, LLP History No change 2,805 335 0.17% 0.17% 1700 0 0.0% Q2 2026 Aug 12, 2026
Oceanside Advisors LLC History No change 2,807 335 0.17% 0.17% 1701 0 0.0% Q2 2026 Jul 27, 2026
SWP FINANCIAL LLC History No change 2,800 334 0.15% 0.15% 1702 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 2,797 334 0.04% 0.04% 1703 0 0.0% Q2 2026 Aug 06, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 2,800 334 0.15% 0.15% 1704 0 0.0% Q2 2026 Aug 07, 2026
Clarus Wealth Advisors History No change 2,884 333 0.13% 0.13% 1705 0 0.0% Q2 2026 Jul 09, 2026
WARNER FINANCIAL, INC History No change 2,792 333 0.1% 0.1% 1706 0 0.0% Q2 2026 Jul 09, 2026
JHP Wealth Management, LLC History No change 2,786 333 0.27% 0.27% 1707 0 0.0% Q2 2026 Jul 30, 2026
Davis Capital Management History Added to 2,643 332 0.2% 0.16% 1708 +444 20.19% Q3 2026 Oct 08, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 2,786 332 0.1% 0.1% 1709 0 0.0% Q2 2026 Aug 07, 2026
B.O.S.S. Retirement Advisors, LLC History No change 2,778 332 0.09% 0.09% 1710 0 0.0% Q2 2026 Jul 20, 2026
Verus Financial Partners, Inc. History No change 2,770 331 0.03% 0.03% 1711 0 0.0% Q2 2026 Jul 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 2,628 330 0.08% 0.09% 1712 -574 -17.93% Q3 2026 Oct 06, 2026
Inscription Capital, LLC History No change 2,759 329 0.03% 0.03% 1713 0 0.0% Q2 2026 Aug 13, 2026
TKG Advisors, LLC History No change 2,736 327 0.11% 0.11% 1714 0 0.0% Q2 2026 Jul 27, 2026
Pitti Group Wealth Management, LLC History No change 2,736 327 0.24% 0.24% 1715 0 0.0% Q2 2026 Aug 12, 2026
Trevian Wealth Management LLC History No change 2,728 326 0.14% 0.14% 1716 0 0.0% Q2 2026 Jul 24, 2026
Clarity Capital Advisors, LLC History No change 2,734 326 0.14% 0.14% 1717 0 0.0% Q2 2026 Jul 13, 2026
Next Level Wealth Planning, LLC History No change 2,728 326 0.14% 0.14% 1718 0 0.0% Q2 2026 Jul 30, 2026
EFG International AG History No change 2,729 326 0.01% 0.01% 1719 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 2,722 325 0.06% 0.06% 1720 0 0.0% Q2 2026 Jul 16, 2026
Johnson & White Wealth Management, LLC History No change 2,720 325 0.12% 0.12% 1721 0 0.0% Q2 2026 Jul 16, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 2,704 323 0.04% 0.04% 1722 0 0.0% Q2 2026 Aug 13, 2026
COWA, LLC History No change 2,696 322 0.08% 0.08% 1723 0 0.0% Q2 2026 Aug 05, 2026
Intellus Advisors LLC History No change 2,696 322 0.04% 0.04% 1724 0 0.0% Q2 2026 Aug 12, 2026
OFS Enterprise LLC History No change 2,695 322 0.08% 0.08% 1725 0 0.0% Q2 2026 Jul 08, 2026
MAIRS & POWER INC History No change 2,690 321 0.0% 0.0% 1726 0 0.0% Q2 2026 Aug 14, 2026
Wealth Architects, LLC History No change 2,686 321 0.03% 0.03% 1727 0 0.0% Q2 2026 Jul 23, 2026
Cottage Street Advisors LLC History No change 2,672 319 0.12% 0.12% 1728 0 0.0% Q2 2026 Jul 20, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,672 319 0.21% 0.21% 1729 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 2,667 318 0.03% 0.03% 1730 0 0.0% Q2 2026 Aug 11, 2026
Cedar Wealth Management, LLC History No change 2,664 318 0.08% 0.08% 1731 0 0.0% Q2 2026 Aug 12, 2026
Axos Invest Inc. History No change 2,666 318 0.23% 0.23% 1732 0 0.0% Q2 2026 Aug 07, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 2,665 318 0.13% 0.13% 1733 0 0.0% Q2 2026 Jul 24, 2026
McGowan Group Asset Management, Inc. History No change 2,658 317 0.04% 0.04% 1734 0 0.0% Q2 2026 Aug 12, 2026
Core Wealth Advisors, Inc. History No change 2,648 316 0.06% 0.06% 1735 0 0.0% Q2 2026 Aug 11, 2026
Burton Enright Welch History No change 2,646 316 0.04% 0.04% 1736 0 0.0% Q2 2026 Jul 17, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,647 316 0.02% 0.02% 1737 0 0.0% Q2 2026 Aug 12, 2026
Resolute Wealth Strategies, LLC History No change 2,638 315 0.12% 0.12% 1738 0 0.0% Q2 2026 Aug 12, 2026
Madison Park Capital Advisors, LLC History No change 20,000 315 0.22% 0.22% 1739 0 0.0% Q2 2026 Jul 07, 2026
Pacific Center for Financial Services History No change 2,632 314 0.07% 0.07% 1740 0 0.0% Q2 2026 Aug 05, 2026
Pacific Park Financial, Inc. History No change 2,632 314 0.18% 0.18% 1741 0 0.0% Q2 2026 Jul 21, 2026
CHILTON INVESTMENT CO INC. History No change 2,624 313 0.01% 0.01% 1742 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 2,620 313 1.18% 1.18% 1743 0 0.0% Q2 2026 Aug 07, 2026
Essex LLC History No change 2,616 312 0.05% 0.05% 1744 0 0.0% Q2 2026 Jul 24, 2026
Hopwood Nicholas Hunter History No change 2,617 312 0.09% 0.09% 1745 0 0.0% Q2 2026 Aug 14, 2026
Commerce Advisors, LLC History No change 2,602 311 0.17% 0.17% 1746 0 0.0% Q2 2026 Aug 04, 2026
Marin Bay Wealth Advisors, LLC History No change 2,606 311 0.17% 0.17% 1747 0 0.0% Q2 2026 Aug 10, 2026
Athena Wealth Management, LLC History No change 2,596 310 0.23% 0.23% 1748 0 0.0% Q2 2026 Jul 21, 2026
BCM ADVISORS, LLC History No change 2,728 309 0.06% 0.06% 1749 0 0.0% Q2 2026 Jul 28, 2026
PICTET BANK & TRUST Ltd History No change 2,592 309 0.33% 0.33% 1750 0 0.0% Q2 2026 Jul 24, 2026
GreatBanc Trust CO History No change 2,584 308 0.19% 0.19% 1751 0 0.0% Q2 2026 Jul 29, 2026
New Republic Capital, LLC History No change 2,584 308 0.07% 0.07% 1752 0 0.0% Q2 2026 Jul 31, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 2,560 305 0.01% 0.01% 1753 0 0.0% Q2 2026 Aug 05, 2026
Objective Capital Management, LLC History No change 2,560 305 0.27% 0.27% 1754 0 0.0% Q2 2026 Jul 20, 2026
WOLFF WIESE MAGANA LLC History No change 2,544 304 0.14% 0.14% 1755 0 0.0% Q2 2026 Jul 13, 2026
Stanich Group LLC History No change 2,547 304 0.19% 0.19% 1756 0 0.0% Q2 2026 Jul 16, 2026
GenWealth Group, Inc. History No change 2,539 303 0.05% 0.05% 1757 0 0.0% Q2 2026 Jul 10, 2026
IMZ Advisory Inc History No change 2,537 303 0.1% 0.1% 1758 0 0.0% Q2 2026 Jul 07, 2026
Colonial Trust Co / SC History No change 2,527 302 0.04% 0.04% 1759 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 2,525 301 0.09% 0.09% 1760 0 0.0% Q2 2026 Aug 14, 2026
Fusion Family Wealth, LLC History No change 2,512 300 0.02% 0.02% 1761 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, LLC History No change 2,512 300 0.02% 0.02% 1762 0 0.0% Q2 2026 Aug 06, 2026
Mills Wealth Advisors LLC History No change 2,517 300 0.09% 0.09% 1763 0 0.0% Q2 2026 Jul 07, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History No change 2,504 299 0.09% 0.09% 1764 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 2,504 299 0.0% 0.0% 1765 0 0.0% Q2 2026 Jul 17, 2026
PHILADELPHIA TRUST CO History No change 2,496 298 0.02% 0.02% 1766 0 0.0% Q2 2026 Aug 10, 2026
Ally Invest Advisors Inc. History No change 2,497 298 0.02% 0.02% 1767 0 0.0% Q2 2026 Aug 13, 2026
Pacific Sage Partners, LLC History No change 2,496 298 0.04% 0.04% 1768 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Investment Group, LLC History No change 2,488 297 0.04% 0.04% 1769 0 0.0% Q2 2026 Aug 04, 2026
BURNS J W & CO INC/NY History No change 2,479 296 0.03% 0.03% 1770 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Advisors / MI History No change 2,471 295 0.02% 0.02% 1771 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 2,475 295 0.05% 0.05% 1772 0 0.0% Q2 2026 Jul 28, 2026
HARMONY ASSET MANAGEMENT LLC History No change 2,475 295 0.08% 0.08% 1773 0 0.0% Q2 2026 Jul 20, 2026
AssuredPartners Investment Advisors, LLC History No change 2,469 295 0.03% 0.03% 1774 0 0.0% Q2 2026 Aug 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 2,461 294 0.04% 0.04% 1775 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 2,514 294 0.02% 0.02% 1776 0 0.0% Q2 2026 Jul 22, 2026
Cedarwood Wealth LLC History No change 2,454 293 0.22% 0.22% 1777 0 0.0% Q2 2026 Jul 23, 2026
FSA Advisors, Inc. History No change 2,449 292 0.13% 0.13% 1778 0 0.0% Q2 2026 Aug 17, 2026
Unconventional Investor, LLC History No change 2,446 292 0.12% 0.12% 1779 0 0.0% Q2 2026 Aug 18, 2026
Heritage Wealth Management, Inc. /CA/ History No change 2,446 292 0.11% 0.11% 1780 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 2,447 292 0.13% 0.13% 1781 0 0.0% Q2 2026 Aug 12, 2026
Mountain Capital Investment Advisors Inc. History No change 2,440 291 0.04% 0.04% 1782 0 0.0% Q2 2026 Jul 14, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,432 290 0.01% 0.01% 1783 0 0.0% Q2 2026 Jul 16, 2026
Callahan Advisors, LLC History No change 2,432 290 0.02% 0.02% 1784 0 0.0% Q2 2026 Aug 03, 2026
Ranch Capital Advisors Inc. History No change 2,427 290 0.09% 0.09% 1785 0 0.0% Q2 2026 Aug 03, 2026
HFG Advisors, Inc. History No change 2,432 290 0.18% 0.18% 1786 0 0.0% Q2 2026 Aug 07, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 2,432 290 0.05% 0.05% 1787 0 0.0% Q2 2026 Jul 15, 2026
M3 Advisory Group, LLC History No change 2,434 290 0.15% 0.15% 1788 0 0.0% Q2 2026 Jul 24, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 2,421 289 0.07% 0.07% 1789 0 0.0% Q2 2026 Aug 10, 2026
EPIQ PARTNERS, LLC History No change 2,288 287 0.12% 0.12% 1790 0 0.0% Q3 2026 Oct 07, 2026
INSIGHT 2811, INC. History No change 2,400 286 0.11% 0.11% 1791 0 0.0% Q2 2026 Aug 11, 2026
Blue Edge Capital, LLC History No change 2,400 286 0.03% 0.03% 1792 0 0.0% Q2 2026 Aug 14, 2026
Aries Wealth Management History No change 2,400 286 0.06% 0.06% 1793 0 0.0% Q2 2026 Jul 24, 2026
STAGE HARBOR FINANCIAL, LLC History No change 2,400 286 0.17% 0.17% 1794 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 2,400 286 0.22% 0.22% 1795 0 0.0% Q2 2026 Jul 24, 2026
Yukon Wealth Management, Inc. History No change 2,400 286 0.08% 0.08% 1796 0 0.0% Q2 2026 Aug 14, 2026
PINCUS CAPITAL MANAGEMENT, LP History No change 2,400 286 0.17% 0.17% 1797 0 0.0% Q2 2026 Jul 31, 2026
MOTCO History No change 2,392 285 0.02% 0.02% 1798 0 0.0% Q2 2026 Jul 31, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,392 285 0.05% 0.05% 1799 0 0.0% Q2 2026 Aug 13, 2026
NFSG Corp History No change 2,387 285 0.04% 0.04% 1800 0 0.0% Q2 2026 Aug 14, 2026
Gilbert & Cook, Inc. History No change 2,378 284 0.03% 0.03% 1801 0 0.0% Q2 2026 Jul 28, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,378 284 0.05% 0.05% 1802 0 0.0% Q2 2026 Jul 21, 2026
Cranbrook Wealth Management, LLC History No change 2,368 283 0.05% 0.05% 1803 0 0.0% Q2 2026 Aug 06, 2026
SACHEM HILL LLC History No change 2,376 283 0.05% 0.05% 1804 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Capital, Inc. History No change 2,360 282 0.03% 0.03% 1805 0 0.0% Q2 2026 Aug 03, 2026
BlueStem Wealth Partners, LLC History No change 2,360 282 0.03% 0.03% 1806 0 0.0% Q2 2026 Aug 11, 2026
Nelson Capital Management, LLC History No change 2,357 281 0.03% 0.03% 1807 0 0.0% Q2 2026 Jul 24, 2026
Ballew Advisors, Inc History No change 2,192 281 0.14% 0.13% 1808 0 0.0% Q3 2026 Oct 05, 2026
Align Financial, LLC History No change 2,336 279 0.14% 0.14% 1809 0 0.0% Q2 2026 Jul 27, 2026
Opus Capital Group, LLC History No change 2,328 278 0.03% 0.03% 1810 0 0.0% Q2 2026 Jul 31, 2026
Abacus Planning Group, Inc. History No change 2,333 278 0.03% 0.03% 1811 0 0.0% Q2 2026 Jul 20, 2026
Independence Bank of Kentucky History No change 2,328 278 0.03% 0.03% 1812 0 0.0% Q2 2026 Jul 13, 2026
Koenig Investment Advisory, LLC History No change 2,330 278 0.22% 0.22% 1813 0 0.0% Q2 2026 Jul 16, 2026
LMCG INVESTMENTS, LLC History No change 2,320 277 0.01% 0.01% 1814 0 0.0% Q2 2026 Jul 22, 2026
JT Stratford LLC History No change 2,320 277 0.03% 0.03% 1815 0 0.0% Q2 2026 Aug 14, 2026
Juno Financial Group LLC History No change 2,320 277 0.1% 0.1% 1816 0 0.0% Q2 2026 Aug 04, 2026
Private Wealth Group, LLC History No change 2,312 276 0.11% 0.11% 1817 0 0.0% Q2 2026 Jul 08, 2026
BANK HAPOALIM BM History No change 2,304 275 0.02% 0.02% 1818 0 0.0% Q2 2026 Aug 05, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 2,298 275 0.01% 0.01% 1819 0 0.0% Q2 2026 Aug 11, 2026
5th Street Advisors, LLC History No change 2,308 275 0.1% 0.1% 1820 0 0.0% Q2 2026 Aug 05, 2026
Private Capital Advisors, Inc. History No change 2,180 273 0.02% 0.02% 1821 0 0.0% Q3 2026 Oct 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,288 273 0.03% 0.03% 1822 0 0.0% Q2 2026 Jul 10, 2026
Trifecta Capital Advisors, LLC History No change 2,288 273 0.04% 0.04% 1823 0 0.0% Q2 2026 Aug 03, 2026
CADINHA & CO LLC History No change 2,280 272 0.04% 0.04% 1824 0 0.0% Q2 2026 Jul 28, 2026
Tortoise Investment Management, LLC History No change 2,281 272 0.02% 0.02% 1825 0 0.0% Q2 2026 Aug 07, 2026
Oliver Luxxe Assets LLC History No change 2,278 272 0.04% 0.04% 1826 0 0.0% Q2 2026 Jul 09, 2026
Greenline Wealth Management LLC History No change 2,284 272 0.22% 0.22% 1827 0 0.0% Q2 2026 Jul 23, 2026
Tyche Wealth Partners LLC History No change 2,275 271 0.04% 0.04% 1828 0 0.0% Q2 2026 Aug 06, 2026
Evernest Financial Advisors, LLC History No change 2,273 271 0.06% 0.06% 1829 0 0.0% Q2 2026 Aug 05, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,264 270 0.0% 0.0% 1830 0 0.0% Q2 2026 Jul 17, 2026
Richmond Investment Services, LLC History No change 2,262 270 0.09% 0.09% 1831 0 0.0% Q2 2026 Jul 27, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 2,248 268 0.01% 0.01% 1832 0 0.0% Q2 2026 Aug 10, 2026
HHM Wealth Advisors, LLC History No change 2,245 268 0.03% 0.03% 1833 0 0.0% Q2 2026 Jul 13, 2026
Oak Asset Management, LLC History No change 2,240 267 0.09% 0.09% 1834 0 0.0% Q2 2026 Jul 10, 2026
Vantage Point Financial LLC History No change 2,234 267 0.08% 0.08% 1835 0 0.0% Q2 2026 Aug 14, 2026
Boyer Financial Services, Inc. History No change 2,330 267 0.23% 0.23% 1836 0 0.0% Q2 2026 Jul 17, 2026
Raub Brock Capital Management LP History No change 2,226 266 0.07% 0.07% 1837 0 0.0% Q2 2026 Jul 14, 2026
Integrated Advisors Network LLC History No change 2,233 266 0.01% 0.01% 1838 0 0.0% Q2 2026 Aug 11, 2026
Hills Bank & Trust Co History No change 2,218 265 0.01% 0.01% 1839 0 0.0% Q2 2026 Aug 10, 2026
CPC Advisors, LLC History No change 2,224 265 0.04% 0.04% 1840 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 2,216 264 0.07% 0.07% 1841 0 0.0% Q2 2026 Jul 28, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 2,192 261 0.01% 0.01% 1842 0 0.0% Q2 2026 Jul 21, 2026
Bath Savings Trust Co History No change 2,078 261 0.03% 0.03% 1843 0 0.0% Q3 2026 Oct 07, 2026
Bull Oak Capital, LLC History No change 2,184 261 0.09% 0.09% 1844 0 0.0% Q2 2026 Aug 10, 2026
ArborFi Advisors, LLC History No change 2,192 261 0.19% 0.19% 1845 0 0.0% Q2 2026 Aug 06, 2026
Indie Asset Partners, LLC History No change 2,176 260 0.25% 0.25% 1846 0 0.0% Q2 2026 Aug 07, 2026
BXM Wealth LLC History No change 2,176 260 0.14% 0.14% 1847 0 0.0% Q2 2026 Jul 24, 2026
Fire Capital Management LLC History No change 2,176 260 0.11% 0.11% 1848 0 0.0% Q2 2026 Aug 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 2,170 259 0.03% 0.03% 1849 0 0.0% Q2 2026 Jul 13, 2026
Asset Allocation Strategies LLC History No change 2,167 259 0.04% 0.04% 1850 0 0.0% Q2 2026 Aug 17, 2026
Bellars Harris Wealth Management, LLC History No change 2,168 259 0.05% 0.05% 1851 0 0.0% Q2 2026 Aug 06, 2026
Teamwork Financial Advisors, LLC History No change 2,160 258 0.02% 0.02% 1852 0 0.0% Q2 2026 Jul 08, 2026
OBSIDIAN CIO, LLC History No change 2,160 258 0.19% 0.19% 1853 0 0.0% Q2 2026 Aug 03, 2026
James J. Burns & Company, LLC History No change 2,160 258 0.03% 0.03% 1854 0 0.0% Q2 2026 Aug 06, 2026
Kane Co Wealth Management, Inc. History No change 2,163 258 0.2% 0.2% 1855 0 0.0% Q2 2026 Jul 28, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 2,152 257 0.04% 0.04% 1856 0 0.0% Q2 2026 Jul 20, 2026
Wellington Grp LLC History No change 2,158 257 0.07% 0.07% 1857 0 0.0% Q2 2026 Aug 26, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2,144 256 0.02% 0.02% 1858 0 0.0% Q2 2026 Jul 30, 2026
CAMDEN NATIONAL BANK History No change 2,149 256 0.03% 0.03% 1859 0 0.0% Q2 2026 Jul 31, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,144 256 0.03% 0.03% 1860 0 0.0% Q2 2026 Jul 22, 2026
READYSTATE ASSET MANAGEMENT LP History No change 2,144 256 0.01% 0.01% 1861 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 2,134 255 0.02% 0.02% 1862 0 0.0% Q2 2026 Aug 06, 2026
Equita Financial Network, Inc. History No change 2,136 255 0.07% 0.07% 1863 0 0.0% Q2 2026 Jul 29, 2026
Able Wealth Management LLC History No change 2,141 255 0.06% 0.06% 1864 0 0.0% Q2 2026 Jul 29, 2026
Johnson Bixby & Associates, LLC History No change 2,128 254 0.03% 0.03% 1865 0 0.0% Q2 2026 Jul 16, 2026
Family CFO Inc History No change 2,128 254 0.1% 0.1% 1866 0 0.0% Q2 2026 Jul 20, 2026
Miller Financial Services LLC History No change 2,128 254 0.2% 0.2% 1867 0 0.0% Q2 2026 Jul 29, 2026
McLaughlin Asset Management, Inc. History No change 2,128 254 1.7% 1.7% 1868 0 0.0% Q2 2026 Aug 12, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 2,120 253 0.03% 0.03% 1869 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 2,112 252 0.03% 0.03% 1870 0 0.0% Q2 2026 Aug 25, 2026
Waycross Investment Management Co History No change 2,117 252 0.19% 0.19% 1871 0 0.0% Q2 2026 Jul 14, 2026
Paragon Private Wealth Management, LLC History No change 2,112 252 0.07% 0.07% 1872 0 0.0% Q2 2026 Jul 28, 2026
NOVEM GROUP History No change 2,112 252 0.03% 0.03% 1873 0 0.0% Q2 2026 Jul 21, 2026
Montecito Bank & Trust History No change 2,000 251 0.04% 0.04% 1874 0 0.0% Q3 2026 Oct 01, 2026
Urban Wealth Management, LLC History No change 2,104 251 0.22% 0.22% 1875 0 0.0% Q2 2026 Jul 23, 2026
Arlington Trust Co LLC History No change 2,104 251 0.02% 0.02% 1876 0 0.0% Q2 2026 Jul 07, 2026
Vines Capital Management, LLC History No change 2,099 250 0.21% 0.21% 1877 0 0.0% Q2 2026 Aug 14, 2026
Ellenbecker Investment Group History No change 2,086 249 0.03% 0.03% 1878 0 0.0% Q2 2026 Jul 27, 2026
Eagle Bluffs Wealth Management LLC History No change 2,086 249 0.08% 0.08% 1879 0 0.0% Q2 2026 Aug 06, 2026
Sentry LLC History No change 2,080 248 0.07% 0.07% 1880 0 0.0% Q2 2026 Aug 14, 2026
PSI Advisors, LLC History No change 2,072 247 0.06% 0.06% 1881 0 0.0% Q2 2026 Aug 03, 2026
Ethic Inc. History No change 2,072 247 0.0% 0.0% 1882 0 0.0% Q2 2026 Jul 29, 2026
HORAN Wealth, LLC History No change 2,072 247 0.03% 0.03% 1883 0 0.0% Q2 2026 Aug 26, 2026
Integrated Investment Consultants, LLC History No change 2,066 246 0.05% 0.05% 1884 0 0.0% Q2 2026 Aug 17, 2026
Dominguez Wealth Management Solutions, Inc. History Reduced 1,952 245 0.14% 0.13% 1885 -24 -1.21% Q3 2026 Oct 07, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 2,056 245 0.08% 0.08% 1886 0 0.0% Q2 2026 Jul 09, 2026
PROFFITT & GOODSON INC History No change 2,047 244 0.03% 0.03% 1887 0 0.0% Q2 2026 Jul 22, 2026
RMR Wealth Builders History No change 2,046 244 0.02% 0.02% 1888 0 0.0% Q2 2026 Jul 24, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 2,040 243 0.08% 0.08% 1889 0 0.0% Q2 2026 Jul 30, 2026
Nemes Rush Group LLC History No change 2,038 243 0.02% 0.02% 1890 0 0.0% Q2 2026 Aug 14, 2026
CORNERSTONE ENTERPRISES, LLC History No change 2,040 243 0.11% 0.11% 1891 0 0.0% Q2 2026 Jul 23, 2026
Ark Wealth Advisors LLC History No change 2,040 243 0.22% 0.22% 1892 0 0.0% Q2 2026 Aug 13, 2026
Garner Asset Management Corp History No change 2,032 242 0.08% 0.08% 1893 0 0.0% Q2 2026 Aug 07, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 2,032 242 0.1% 0.1% 1894 0 0.0% Q2 2026 Jul 16, 2026
CPR Investments Inc. History No change 2,024 241 0.19% 0.19% 1895 0 0.0% Q2 2026 Jul 14, 2026
Taylor Hoffman Capital Management LLC History No change 2,024 241 0.06% 0.06% 1896 0 0.0% Q2 2026 Aug 11, 2026
Seelaus Asset Management LLC History No change 2,012 240 0.17% 0.17% 1897 0 0.0% Q2 2026 Jul 16, 2026
Stonebrook Private Inc. History No change 2,010 240 0.04% 0.04% 1898 0 0.0% Q2 2026 Aug 14, 2026
Tenon Financial LLC History No change 2,016 240 0.08% 0.08% 1899 0 0.0% Q2 2026 Jul 24, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 2,002 239 0.02% 0.02% 1900 0 0.0% Q2 2026 Jul 09, 2026
Edgemoor Investment Advisors, Inc. History No change 2,003 239 0.02% 0.02% 1901 0 0.0% Q2 2026 Aug 07, 2026
Minot DeBlois Advisors LLC History No change 2,000 239 0.21% 0.21% 1902 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 2,000 239 0.02% 0.02% 1903 0 0.0% Q2 2026 Jul 13, 2026
DeDora Capital, Inc. History No change 2,000 239 0.05% 0.05% 1904 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Asset Management, LLC History No change 2,000 239 0.02% 0.02% 1905 0 0.0% Q2 2026 Aug 11, 2026
Stone Summit Wealth LLC History No change 2,000 239 0.06% 0.06% 1906 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Select Advisors, LLC History No change 2,008 239 0.1% 0.1% 1907 0 0.0% Q2 2026 Aug 05, 2026
Woodward Financial Advisors, Inc. History No change 1,992 238 0.08% 0.08% 1908 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History No change 1,990 237 0.06% 0.06% 1909 0 0.0% Q2 2026 Jul 06, 2026
AM INVESTMENT STRATEGIES LLC History No change 1,983 237 0.05% 0.05% 1910 0 0.0% Q2 2026 Jul 16, 2026
Winthrop Advisory Group LLC History No change 1,982 236 0.02% 0.02% 1911 0 0.0% Q2 2026 Jul 17, 2026
SHUTTLEWORTH & Co History No change 1,980 236 0.19% 0.19% 1912 0 0.0% Q2 2026 Aug 05, 2026
Members Trust Co History No change 1,968 235 0.01% 0.01% 1913 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Management Group, LLC History No change 1,965 234 0.05% 0.05% 1914 0 0.0% Q2 2026 Jul 27, 2026
Good Steward Wealth Advisors,LLC History No change 1,961 234 0.14% 0.14% 1915 0 0.0% Q2 2026 Aug 03, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 1,953 233 0.02% 0.02% 1916 0 0.0% Q2 2026 Jul 16, 2026
Cordgrass Capital Advisors, LLC History No change 1,944 232 0.09% 0.09% 1917 0 0.0% Q2 2026 Aug 06, 2026
SENTINEL PENSION ADVISORS, LLC History No change 2,047 231 0.03% 0.03% 1918 0 0.0% Q2 2026 Jul 23, 2026
Richwood Investment Advisors, LLC History No change 1,939 231 0.16% 0.16% 1919 0 0.0% Q2 2026 Jul 29, 2026
Coastwise Capital Group, LLC History No change 1,932 230 0.13% 0.13% 1920 0 0.0% Q2 2026 Jul 16, 2026
Financial Management, Inc. History No change 1,928 230 0.19% 0.19% 1921 0 0.0% Q2 2026 Aug 12, 2026
Aquire Wealth Advisors, LLC History No change 1,917 229 0.05% 0.05% 1922 0 0.0% Q2 2026 Aug 06, 2026
Optimist Retirement Group LLC History No change 1,917 229 0.09% 0.09% 1923 0 0.0% Q2 2026 Aug 10, 2026
Fielder Capital Group LLC History No change 1,912 228 0.05% 0.05% 1924 0 0.0% Q2 2026 Aug 06, 2026
Heritage Family Offices, LLP History No change 1,912 228 0.09% 0.09% 1925 0 0.0% Q2 2026 Jul 29, 2026
Strategic Financial Partners, Ltd. History No change 1,908 228 0.09% 0.09% 1926 0 0.0% Q2 2026 Aug 03, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,912 228 0.09% 0.09% 1927 0 0.0% Q2 2026 Jul 06, 2026
Symphony Financial, Ltd. Co. History No change 1,950 227 0.02% 0.02% 1928 0 0.0% Q2 2026 Aug 03, 2026
Boston Standard Wealth Management, LLC History No change 1,800 226 0.03% 0.03% 1929 0 0.0% Q3 2026 Oct 07, 2026
Providence Capital Advisors, LLC History No change 1,896 226 0.03% 0.03% 1930 0 0.0% Q2 2026 Aug 11, 2026
Plum Street Advisors, LLC History No change 1,896 226 0.07% 0.07% 1931 0 0.0% Q2 2026 Aug 13, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 1,888 225 0.19% 0.19% 1932 0 0.0% Q2 2026 Jul 24, 2026
Lifeworks Advisors, LLC History No change 1,888 225 0.02% 0.02% 1933 0 0.0% Q2 2026 Aug 14, 2026
Michels Family Financial, LLC History No change 1,887 225 0.14% 0.14% 1934 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT INC History No change 1,880 224 0.07% 0.07% 1935 0 0.0% Q2 2026 Jul 28, 2026
Custos Family Office, LLC History No change 1,874 224 0.13% 0.13% 1936 0 0.0% Q2 2026 Aug 19, 2026
WealthTrust Axiom LLC History No change 1,869 223 0.05% 0.05% 1937 0 0.0% Q2 2026 Aug 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 1,873 223 0.02% 0.02% 1938 0 0.0% Q2 2026 Jul 24, 2026
David J Yvars Group History No change 1,868 223 0.11% 0.11% 1939 0 0.0% Q2 2026 Jul 07, 2026
Sivia Capital Partners, LLC History No change 1,872 223 0.03% 0.03% 1940 0 0.0% Q2 2026 Jul 23, 2026
Cloud Capital Management, LLC History No change 1,461 222 0.08% 0.08% 1941 0 0.0% Q2 2026 Aug 13, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,856 221 0.0% 0.0% 1942 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 1,854 221 0.07% 0.07% 1943 0 0.0% Q2 2026 Jul 27, 2026
Fogel Capital Management, Inc. History No change 1,851 221 0.09% 0.09% 1944 0 0.0% Q2 2026 Aug 13, 2026
1ST SOURCE BANK History No change 1,848 220 0.01% 0.01% 1945 0 0.0% Q2 2026 Aug 06, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 1,847 220 0.11% 0.11% 1946 0 0.0% Q2 2026 Jul 22, 2026
Bellwether Advisors, LLC History No change 1,848 220 0.03% 0.03% 1947 0 0.0% Q2 2026 Aug 13, 2026
Clarion Wealth Managment Partners, LLC History No change 1,848 220 0.18% 0.18% 1948 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,840 219 0.0% 0.0% 1949 0 0.0% Q2 2026 Jul 30, 2026
Total Clarity Wealth Management, Inc. History No change 1,838 219 0.04% 0.04% 1950 0 0.0% Q2 2026 Jul 23, 2026
Kaizen Financial Strategies History No change 1,872 219 0.07% 0.07% 1951 0 0.0% Q2 2026 Jul 30, 2026
TABLEAUX LLC History No change 1,840 219 0.09% 0.09% 1952 0 0.0% Q2 2026 Aug 07, 2026
Unison Advisors LLC History No change 1,832 218 0.02% 0.02% 1953 0 0.0% Q2 2026 Jul 22, 2026
QTR Family Wealth, LLC History No change 1,830 218 0.08% 0.08% 1954 0 0.0% Q2 2026 Jul 27, 2026
Wealth Management Partners, LLC History No change 1,816 217 0.05% 0.05% 1955 0 0.0% Q2 2026 Jul 22, 2026
Petersen Hastings Wealth Advisors Inc. History No change 1,808 216 0.02% 0.02% 1956 0 0.0% Q2 2026 Jul 17, 2026
Kraft, Davis & Associates, LLC History No change 1,873 215 0.04% 0.04% 1957 0 0.0% Q2 2026 Jul 09, 2026
STG SECURITIES, LLC History No change 1,800 215 0.01% 0.01% 1958 0 0.0% Q2 2026 Aug 13, 2026
Mayflower Financial Advisors, LLC History No change 1,794 214 0.02% 0.02% 1959 0 0.0% Q2 2026 Jul 09, 2026
LANDAAS & CO /WI /ADV History No change 1,774 212 0.04% 0.04% 1960 0 0.0% Q2 2026 Jul 21, 2026
EXCALIBUR MANAGEMENT CORP History No change 1,776 212 0.07% 0.07% 1961 0 0.0% Q2 2026 Aug 03, 2026
AMES NATIONAL CORP History No change 1,776 212 0.12% 0.12% 1962 0 0.0% Q2 2026 Aug 13, 2026
McGinn Penninger Investment Management, Inc. History No change 1,776 212 0.13% 0.13% 1963 0 0.0% Q2 2026 Jul 28, 2026
Rooted Wealth Advisors, Inc. History No change 1,776 212 0.05% 0.05% 1964 0 0.0% Q2 2026 Jul 28, 2026
San Luis Wealth Advisors LLC History No change 1,768 211 0.03% 0.03% 1965 0 0.0% Q2 2026 Jul 16, 2026
Cassady Wealth & Retirement Planning, LLC History No change 1,768 211 0.1% 0.1% 1966 0 0.0% Q2 2026 Jul 24, 2026
Cadia Private Client LLC History No change 1,769 211 0.15% 0.15% 1967 0 0.0% Q2 2026 Aug 11, 2026
AWM CAPITAL, LLC History No change 1,758 210 0.02% 0.02% 1968 0 0.0% Q2 2026 Jul 31, 2026
KPP Advisory Services LLC History No change 1,763 210 0.03% 0.03% 1969 0 0.0% Q2 2026 Jul 24, 2026
WINCAP FINANCIAL LLC History No change 1,763 210 0.11% 0.11% 1970 0 0.0% Q2 2026 Jul 09, 2026
Cane Capital Partners, LLC History No change 1,762 210 0.08% 0.08% 1971 0 0.0% Q2 2026 Aug 05, 2026
Midwest Financial Partners Investments, Inc. History New 1,664 209 0.08% — 1975 +1,664 New Q3 2026 Oct 08, 2026
Lee, Kelleher & Klein Wealth Management History Reduced 1,664 209 0.11% 0.13% 1974 -352 -17.46% Q3 2026 Oct 08, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,755 209 0.04% 0.04% 1972 0 0.0% Q2 2026 Jul 27, 2026
Park Place Capital Corp History No change 1,753 209 0.03% 0.03% 1973 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 1,744 208 0.02% 0.02% 1976 0 0.0% Q2 2026 Jul 29, 2026
55 North Private Wealth, LLC History No change 1,744 208 0.04% 0.04% 1977 0 0.0% Q2 2026 Jul 07, 2026
New England Professional Planning Group Inc. History No change 1,736 207 0.08% 0.08% 1978 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 1,736 207 0.02% 0.02% 1979 0 0.0% Q2 2026 Jul 27, 2026
Alesco Advisors, LLC, An ESL Co History No change 1,732 206 0.0% 0.0% 1980 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial Wealth Advisors, LLC History No change 1,728 206 0.03% 0.03% 1981 0 0.0% Q2 2026 Jul 15, 2026
Beaumont Asset Management, L.L.C. History No change 1,728 206 0.08% 0.08% 1982 0 0.0% Q2 2026 Jul 22, 2026
Austin Asset Management Co Inc History No change 1,728 206 0.03% 0.03% 1983 0 0.0% Q2 2026 Jul 31, 2026
Ballast Rock Private Wealth LLC History No change 1,731 206 0.1% 0.1% 1984 0 0.0% Q2 2026 Aug 10, 2026
46 Peaks LLC History No change 1,724 206 0.13% 0.13% 1985 0 0.0% Q2 2026 Aug 04, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,720 205 0.03% 0.03% 1986 0 0.0% Q2 2026 Jul 20, 2026
KLCM Advisors, Inc. History No change 1,720 205 0.02% 0.02% 1987 0 0.0% Q2 2026 Aug 06, 2026
Cherry Tree Wealth Management, LLC History No change 1,720 205 0.04% 0.04% 1988 0 0.0% Q2 2026 Sep 15, 2026
Momentous Wealth Management, Inc. History No change 1,720 205 0.11% 0.11% 1989 0 0.0% Q2 2026 Aug 11, 2026
Human Investing LLC History No change 1,715 204 0.03% 0.03% 1990 0 0.0% Q2 2026 Jul 21, 2026
Cache Advisors, LLC History No change 1,707 204 0.02% 0.02% 1991 0 0.0% Q2 2026 Jul 14, 2026
Pointe Capital Management LLC History No change 1,704 203 0.09% 0.09% 1992 0 0.0% Q2 2026 Aug 14, 2026
Tolleson Wealth Management, Inc. History No change 1,704 203 0.03% 0.03% 1993 0 0.0% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History No change 1,697 202 0.02% 0.02% 1994 0 0.0% Q2 2026 Jul 24, 2026
Argyle Capital Partners, LLC History No change 1,692 202 0.13% 0.13% 1995 0 0.0% Q2 2026 Aug 07, 2026
Legacy Private Trust Co. History New 1,605 201 0.01% — 2003 +1,605 New Q3 2026 Oct 06, 2026
Oxinas Partners, LLC History No change 1,688 201 0.08% 0.08% 1996 0 0.0% Q2 2026 Jul 14, 2026
Revere Asset Management, Inc History No change 1,688 201 0.08% 0.08% 1997 0 0.0% Q2 2026 Sep 14, 2026
Petros Family Wealth, LLC History No change 1,682 201 0.12% 0.12% 1998 0 0.0% Q2 2026 Jul 27, 2026
Rockline Wealth Management, LLC History No change 1,688 201 0.04% 0.04% 1999 0 0.0% Q2 2026 Jul 24, 2026