VANGUARD SPECIALIZED FUNDS - VIG

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 21,358,826 5,053,925 0.33% 0.33% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 13,212,733 3,126,397 0.17% 0.17% 2 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 10,667,534 2,524,151 1.18% 1.18% 3 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 10,056,282 2,379,517 0.39% 0.39% 4 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 9,471,819 2,241,221 4.31% 4.31% 5 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 7,131,746 1,687,513 0.38% 0.38% 6 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,364,215 1,505,900 0.41% 0.41% 7 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,245,312 1,477,765 0.19% 0.19% 8 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 5,857,815 1,372,140 7.69% 7.69% 9 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 4,179,545 988,965 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,194,824 753,787 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,577,266 609,832 0.14% 0.14% 12 0 0.0% Q2 2026 Sep 23, 2026
HighTower Advisors, LLC History No change 2,356,586 557,615 0.54% 0.54% 13 0 0.0% Q2 2026 Aug 05, 2026
PRUDENTIAL FINANCIAL INC History No change 2,313,712 547,470 0.6% 0.6% 14 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,302,544 544,827 0.69% 0.69% 15 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 2,300,589 544,403 0.11% 0.11% 16 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,318,930 543,966 0.22% 0.22% 17 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 2,283,297 540,273 7.22% 7.22% 18 0 0.0% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History No change 2,237,985 529,763 0.62% 0.62% 19 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 1,659,600 392,694 4.19% 4.19% 20 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,519,922 359,643 0.19% 0.19% 21 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 1,471,305 348,140 0.48% 0.48% 22 0 0.0% Q2 2026 Aug 27, 2026
Joel Isaacson & Co., LLC History No change 1,371,589 324,545 9.39% 9.39% 23 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 1,371,321 324,481 1.88% 1.88% 24 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,346,092 319,863 0.54% 0.54% 25 0 0.0% Q2 2026 Jul 15, 2026
Cetera Investment Advisers History No change 1,285,097 304,079 0.28% 0.28% 26 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 1,241,734 293,818 0.31% 0.31% 27 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 1,238,223 292,988 1.1% 1.1% 28 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,237,628 292,847 0.45% 0.45% 29 0 0.0% Q2 2026 Aug 13, 2026
Howard Capital Management, LLC History No change 1,201,957 284,407 3.39% 3.39% 30 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 1,196,126 283,027 0.17% 0.17% 31 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 1,046,300 247,584 0.21% 0.21% 32 0 0.0% Q2 2026 Aug 12, 2026
DAVENPORT & Co LLC History No change 992,810 234,918 1.15% 1.15% 33 0 0.0% Q2 2026 Jul 13, 2026
Confluence Wealth Services, Inc. History No change 989,945 234,239 6.7% 6.7% 34 0 0.0% Q2 2026 Jul 22, 2026
Cerity Partners LLC History No change 988,361 233,925 0.28% 0.28% 35 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 983,479 232,710 0.36% 0.36% 36 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 955,047 225,993 5.58% 5.58% 37 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 948,167 224,355 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 872,972 206,563 0.48% 0.48% 39 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 840,863 198,965 0.31% 0.31% 40 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,506,493 192,664 0.15% 0.15% 41 0 0.0% Q2 2026 Sep 09, 2026
TRUIST FINANCIAL CORP History No change 809,037 191,434 0.23% 0.23% 42 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 780,274 184,628 0.67% 0.67% 43 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 768,127 181,754 4.48% 4.48% 44 0 0.0% Q2 2026 Jul 29, 2026
Nicholas Hoffman & Company, LLC. History No change 751,455 177,809 3.75% 3.75% 45 0 0.0% Q2 2026 Aug 04, 2026
Diversified Enterprises, LLC History No change 719,567 170,263 8.24% 8.24% 46 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 718,567 170,027 0.44% 0.44% 47 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 703,627 166,492 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 701,711 166,038 0.54% 0.54% 49 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 700,902 165,847 0.17% 0.17% 50 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 682,120 161,403 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 636,627 150,638 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 607,172 143,596 0.59% 0.59% 53 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 597,388 141,353 0.65% 0.65% 54 0 0.0% Q2 2026 Jul 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 591,708 140,010 0.17% 0.17% 55 0 0.0% Q2 2026 Aug 19, 2026
MML INVESTORS SERVICES, LLC History No change 581,667 137,634 0.28% 0.28% 56 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 580,039 137,249 0.27% 0.27% 57 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 566,771 134,109 0.22% 0.22% 58 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 556,557 131,692 11.18% 11.18% 59 0 0.0% Q2 2026 Jul 08, 2026
GLENMEDE TRUST CO NA History No change 546,238 129,250 0.57% 0.57% 60 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 527,214 124,749 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 502,877 118,990 0.55% 0.55% 62 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 501,401 118,641 0.55% 0.55% 63 0 0.0% Q2 2026 Aug 18, 2026
Steward Partners Investment Advisory, LLC History No change 496,181 117,406 0.6% 0.6% 64 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 445,642 105,447 1.94% 1.94% 65 0 0.0% Q2 2026 Aug 04, 2026
360 Financial, Inc. History No change 423,147 100,125 25.43% 25.43% 66 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 423,010 100,092 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 396,730 93,874 0.81% 0.81% 68 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 378,079 89,461 0.56% 0.56% 69 0 0.0% Q2 2026 Jul 20, 2026
FRANKLIN RESOURCES INC History No change 371,880 87,994 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 371,405 87,881 0.44% 0.44% 71 0 0.0% Q2 2026 Jul 17, 2026
IEQ CAPITAL, LLC History No change 368,338 87,155 0.4% 0.4% 72 0 0.0% Q2 2026 Aug 11, 2026
Brookstone Capital Management History No change 362,292 85,725 0.86% 0.86% 73 0 0.0% Q2 2026 Jul 15, 2026
Systematic Alpha Investments, LLC History No change 353,000 83,526 2.24% 2.24% 74 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 346,300 81,941 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 339,068 80,230 0.77% 0.77% 76 0 0.0% Q2 2026 Aug 07, 2026
Hubbell Strickland Wealth Management, LLC History No change 338,905 80,191 28.94% 28.94% 77 0 0.0% Q2 2026 Jul 29, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 336,751 79,682 2.98% 2.98% 78 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 330,832 78,281 0.23% 0.23% 79 0 0.0% Q2 2026 Aug 12, 2026
Performance Wealth Partners, LLC History No change 323,157 76,465 1.9% 1.9% 80 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 321,033 75,963 0.08% 0.08% 81 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 303,630 71,844 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 301,234 71,277 0.43% 0.43% 83 0 0.0% Q2 2026 Aug 17, 2026
Vise Technologies, Inc. History No change 300,872 71,192 0.81% 0.81% 84 0 0.0% Q2 2026 Aug 10, 2026
Paragon Capital Management Ltd History No change 295,185 69,846 13.23% 13.23% 85 0 0.0% Q2 2026 Jul 29, 2026
PDS Planning, Inc History No change 293,378 69,419 4.02% 4.02% 86 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 282,286 66,794 4.46% 4.46% 87 0 0.0% Q2 2026 Aug 05, 2026
Berkshire Money Management, Inc. History No change 278,890 65,990 6.03% 6.03% 88 0 0.0% Q2 2026 Jul 23, 2026
True Link Financial Advisors, LLC History No change 277,358 65,628 3.79% 3.79% 89 0 0.0% Q2 2026 Jul 31, 2026
MJP ASSOCIATES INC /ADV History No change 273,439 64,701 7.08% 7.08% 90 0 0.0% Q2 2026 Aug 11, 2026
Evensky & Katz LLC History No change 261,759 61,937 3.2% 3.2% 91 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 257,239 60,867 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
Wealth Architects, LLC History No change 256,927 60,794 4.8% 4.8% 93 0 0.0% Q2 2026 Jul 23, 2026
Provenance Wealth Advisors, LLC History No change 254,170 60,141 5.73% 5.73% 94 0 0.0% Q2 2026 Jul 24, 2026
Stokes Family Office, LLC History No change 248,453 58,789 6.86% 6.86% 95 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 248,110 58,707 0.07% 0.07% 96 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 247,796 57,813 0.41% 0.39% 97 +35,645 16.8% Q3 2026 Oct 08, 2026
D.A. DAVIDSON & CO. History No change 243,915 57,715 0.32% 0.32% 98 0 0.0% Q2 2026 Jul 24, 2026
GLOBALT Investments LLC / GA History No change 239,042 56,562 1.91% 1.91% 99 0 0.0% Q2 2026 Aug 10, 2026
Noble Family Wealth, LLC History No change 235,981 55,837 9.99% 9.99% 100 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 235,116 55,633 0.47% 0.47% 101 0 0.0% Q2 2026 Jul 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 232,260 54,957 2.82% 2.82% 102 0 0.0% Q2 2026 Jul 31, 2026
Intellus Advisors LLC History No change 227,409 53,809 6.53% 6.53% 103 0 0.0% Q2 2026 Aug 12, 2026
Principle Wealth Partners LLC History No change 226,788 53,662 2.65% 2.65% 104 0 0.0% Q2 2026 Aug 07, 2026
Horizon Investments, LLC History No change 225,476 53,352 0.58% 0.58% 105 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 224,918 53,219 6.06% 6.06% 106 0 0.0% Q2 2026 Jul 07, 2026
New England Private Wealth Advisors LLC History No change 219,810 52,456 5.07% 5.07% 107 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 219,803 52,009 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 218,582 51,720 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 210,679 49,850 0.15% 0.15% 110 0 0.0% Q2 2026 Aug 13, 2026
Aurdan Capital Management, LLC History No change 209,921 49,671 12.6% 12.6% 111 0 0.0% Q2 2026 Jul 15, 2026
Capital Advisors Wealth Management, LLC History No change 208,342 49,297 5.79% 5.79% 112 0 0.0% Q2 2026 Jul 23, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 206,869 48,949 1.82% 1.82% 113 0 0.0% Q2 2026 Jul 08, 2026
Prodigy Asset Management LLC History No change 201,427 47,661 14.35% 14.35% 114 0 0.0% Q2 2026 Jul 07, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 200,595 47,464 4.74% 4.74% 115 0 0.0% Q2 2026 Jul 07, 2026
E&G Advisors, LLC History No change 200,335 47,326 9.14% 9.14% 116 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 199,777 47,271 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 03, 2026
Mesirow Financial Investment Management, Inc. History No change 197,505 46,733 0.73% 0.73% 118 0 0.0% Q2 2026 Jul 22, 2026
Old Mission Investment Co LLC History No change 196,676 46,537 9.68% 9.68% 119 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 196,082 46,396 0.45% 0.45% 120 0 0.0% Q2 2026 Aug 05, 2026
WEST PACES ADVISORS INC. History No change 193,155 45,704 7.67% 7.67% 121 0 0.0% Q2 2026 Jul 17, 2026
AMG National Trust Bank History No change 190,717 45,127 0.93% 0.93% 122 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 188,515 44,606 1.65% 1.65% 123 0 0.0% Q2 2026 Jul 29, 2026
TD Capital Management LLC History No change 186,771 44,193 3.61% 3.61% 124 0 0.0% Q2 2026 Aug 06, 2026
Ballentine Partners, LLC History No change 184,845 43,737 0.53% 0.53% 125 0 0.0% Q2 2026 Jul 17, 2026
HARBOUR INVESTMENTS, INC. History No change 184,786 43,724 0.59% 0.59% 126 0 0.0% Q2 2026 Aug 12, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 183,565 43,435 5.49% 5.49% 127 0 0.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History No change 181,557 42,960 5.61% 5.61% 128 0 0.0% Q2 2026 Jul 16, 2026
FIDELIS iM, LLC History No change 179,381 42,445 14.48% 14.48% 129 0 0.0% Q2 2026 Jul 22, 2026
Florida Trust Wealth Management Co History No change 177,904 42,095 1.05% 1.05% 130 0 0.0% Q2 2026 Jul 27, 2026
Laurel Wealth Advisors LLC History No change 177,445 41,986 4.06% 4.06% 131 0 0.0% Q2 2026 Jul 17, 2026
Enclave Advisors LLC History No change 175,144 41,442 5.24% 5.24% 132 0 0.0% Q2 2026 Jul 14, 2026
Kohmann Bosshard Financial Services, LLC History No change 173,525 41,059 3.48% 3.48% 133 0 0.0% Q2 2026 Jul 14, 2026
Betterment LLC History No change 172,908 40,913 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 171,297 40,532 0.65% 0.65% 135 0 0.0% Q2 2026 Jul 17, 2026
American Financial Advisors, LLC History No change 169,693 40,152 4.83% 4.83% 136 0 0.0% Q2 2026 Jul 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 165,623 39,172 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 164,367 38,892 11.2% 11.2% 138 0 0.0% Q2 2026 Jul 14, 2026
SAPIENT CAPITAL LLC History Added to 165,207 38,544 0.52% 0.49% 139 +6,375 4.01% Q3 2026 Oct 08, 2026
EP Wealth Advisors, LLC History No change 157,956 37,375 0.14% 0.14% 140 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 156,914 37,128 0.0% 0.0% 141 0 0.0% Q2 2026 Sep 02, 2026
Human Investing LLC History No change 156,676 37,072 4.81% 4.81% 142 0 0.0% Q2 2026 Jul 21, 2026
Allworth Financial LP History No change 156,565 37,046 0.16% 0.16% 143 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Advisory, LLC History No change 154,736 36,613 3.04% 3.04% 144 0 0.0% Q2 2026 Jul 29, 2026
Avantax Planning Partners, Inc. History No change 153,420 36,302 0.9% 0.9% 145 0 0.0% Q2 2026 Jul 28, 2026
Valmark Advisers, Inc. History No change 151,846 35,929 0.38% 0.38% 146 0 0.0% Q2 2026 Aug 06, 2026
RATIONAL ADVISORS, INC. History No change 151,497 35,847 3.29% 3.29% 147 0 0.0% Q2 2026 Jul 24, 2026
FIRST MANHATTAN CO. LLC. History No change 151,279 35,795 0.09% 0.09% 148 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 150,593 35,633 0.34% 0.34% 149 0 0.0% Q2 2026 Aug 06, 2026
Seneca Financial Advisors LLC History No change 150,196 35,539 9.23% 9.23% 150 0 0.0% Q2 2026 Jul 27, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 146,581 34,683 0.5% 0.5% 151 0 0.0% Q2 2026 Aug 14, 2026
DMKC Advisory Services, LLC History No change 145,753 34,487 6.51% 6.51% 152 0 0.0% Q2 2026 Jul 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 145,305 34,382 0.42% 0.42% 153 0 0.0% Q2 2026 Jul 20, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 142,547 33,729 5.7% 5.7% 154 0 0.0% Q2 2026 Jul 31, 2026
Firestone Capital Management History No change 141,568 33,497 6.24% 6.24% 155 0 0.0% Q2 2026 Jul 31, 2026
M&T BANK CORP History No change 140,137 33,159 0.1% 0.1% 156 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors, Ltd. LLC History No change 140,046 33,138 3.34% 3.34% 157 0 0.0% Q2 2026 Jul 16, 2026
Advisory Alpha, LLC History No change 139,306 32,963 0.81% 0.81% 158 0 0.0% Q2 2026 Aug 11, 2026
KilterHowling LLC History No change 139,303 32,961 14.77% 14.77% 159 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 138,486 32,768 0.22% 0.22% 160 0 0.0% Q2 2026 Aug 14, 2026
Crane Advisory, LLC History No change 136,218 32,573 4.68% 4.68% 161 0 0.0% Q2 2026 Jul 17, 2026
MTM FINANCIAL GROUP, LLC History No change 135,491 32,059 13.74% 13.74% 162 0 0.0% Q2 2026 Jul 27, 2026
ProVise Management Group, LLC History No change 135,272 32,008 2.15% 2.15% 163 0 0.0% Q2 2026 Aug 03, 2026
Cascades Capital Asset Management, LLC History No change 133,957 31,696 11.72% 11.72% 164 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 132,966 31,462 2.66% 2.66% 165 0 0.0% Q2 2026 Jul 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 130,539 30,888 0.67% 0.67% 166 0 0.0% Q2 2026 Jul 17, 2026
Vestmark Advisory Solutions, Inc. History No change 130,531 30,886 0.29% 0.29% 167 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 124,804 30,777 1.61% 1.61% 168 0 0.0% Q2 2026 Aug 14, 2026
Allen Investment Management, LLC History No change 129,983 30,756 0.36% 0.36% 169 0 0.0% Q2 2026 Aug 05, 2026
Resonant Capital Advisors, LLC History No change 129,495 30,641 1.46% 1.46% 170 0 0.0% Q2 2026 Jul 24, 2026
Carr Financial Group Corp History No change 127,747 30,227 6.96% 6.96% 171 0 0.0% Q2 2026 Aug 06, 2026
Americana Partners, LLC History No change 127,651 30,204 0.68% 0.68% 172 0 0.0% Q2 2026 Aug 05, 2026
BlackRock, Inc. History No change 125,816 29,770 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
McCarthy Asset Management, Inc. History No change 124,375 29,429 13.95% 13.95% 174 0 0.0% Q2 2026 Aug 10, 2026
Buska Wealth Management, LLC History Reduced 125,546 29,291 10.08% 11.26% 175 -6,444 -4.88% Q3 2026 Oct 07, 2026
AGF MANAGEMENT LTD History No change 123,700 29,269 0.11% 0.11% 176 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 123,689 29,267 0.99% 0.99% 177 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 123,117 29,132 0.29% 0.29% 178 0 0.0% Q2 2026 Aug 11, 2026
Compton Wealth Advisory Group, LLC History No change 123,176 29,126 5.88% 5.88% 179 0 0.0% Q2 2026 Jul 21, 2026
Qube Research & Technologies Ltd History No change 123,074 29,121 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 14, 2026
Ball & Co Wealth Management Inc. History No change 122,288 28,935 20.52% 20.52% 181 0 0.0% Q2 2026 Jul 31, 2026
Granite FO LLC History No change 121,335 28,710 15.18% 15.18% 182 0 0.0% Q2 2026 Jul 15, 2026
Select Asset Management & Trust History No change 120,904 28,608 8.24% 8.24% 183 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 120,723 28,567 0.11% 0.11% 184 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 124,162 28,359 0.08% 0.08% 185 0 0.0% Q2 2026 Aug 10, 2026
Prepared Retirement Institute LLC History No change 119,642 28,309 12.05% 12.05% 186 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 119,559 28,290 0.53% 0.53% 187 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 118,186 27,965 12.32% 12.32% 188 0 0.0% Q2 2026 Jul 29, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 117,924 27,903 2.41% 2.41% 189 0 0.0% Q2 2026 Jul 27, 2026
Capital Advantage, Inc. History No change 117,497 27,802 3.39% 3.39% 190 0 0.0% Q2 2026 Jul 13, 2026
Ariston Services Group History No change 117,216 27,735 15.3% 15.3% 191 0 0.0% Q2 2026 Jul 27, 2026
Kingsview Wealth Management, LLC History No change 116,580 27,585 0.33% 0.33% 192 0 0.0% Q2 2026 Aug 18, 2026
GEN Financial Management, INC. History No change 115,778 27,395 16.39% 16.39% 193 0 0.0% Q2 2026 Jul 24, 2026
NATIXIS ADVISORS, LLC History No change 115,533 27,337 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 115,490 27,327 1.38% 1.38% 195 0 0.0% Q2 2026 Jul 16, 2026
Compass Financial Group, INC/SD History No change 115,105 27,236 3.13% 3.13% 196 0 0.0% Q2 2026 Aug 04, 2026
Graves Light Lenhart Wealth, Inc. History No change 114,747 27,151 2.53% 2.53% 197 0 0.0% Q2 2026 Jul 07, 2026
Goepper Burkhardt LLC History No change 114,546 27,103 8.14% 8.14% 198 0 0.0% Q2 2026 Aug 10, 2026
MONTAG A & ASSOCIATES INC History No change 113,648 26,891 1.14% 1.14% 199 0 0.0% Q2 2026 Aug 05, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 113,018 26,742 0.99% 0.99% 200 0 0.0% Q2 2026 Jul 16, 2026
Focus Financial Network, Inc. History No change 112,982 26,733 0.83% 0.83% 201 0 0.0% Q2 2026 Jul 09, 2026
Coston, McIsaac & Partners History No change 111,164 26,303 5.29% 5.29% 202 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 110,601 26,170 0.62% 0.62% 203 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 110,414 26,126 1.09% 1.09% 204 0 0.0% Q2 2026 Aug 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 109,958 26,018 0.33% 0.33% 205 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 109,943 26,014 0.47% 0.47% 206 0 0.0% Q2 2026 Jul 20, 2026
Western Wealth Management, LLC History No change 109,776 25,975 0.85% 0.85% 207 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Strategies & Associates History Added to 109,418 25,528 4.68% 4.78% 208 +2,862 2.69% Q3 2026 Oct 01, 2026
Markowski Investments History No change 107,534 25,444 5.6% 5.6% 209 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 106,915 25,298 0.17% 0.17% 210 0 0.0% Q2 2026 Aug 10, 2026
BURNS J W & CO INC/NY History No change 106,884 25,290 2.64% 2.64% 211 0 0.0% Q2 2026 Jul 15, 2026
SimpliFi, Inc. History No change 106,855 25,284 9.99% 9.99% 212 0 0.0% Q2 2026 Jul 24, 2026
Clarity Wealth Advisors, LLC History No change 105,705 25,011 4.41% 4.41% 213 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 105,682 25,006 0.28% 0.28% 214 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 104,996 24,844 0.87% 0.87% 215 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 104,486 24,723 0.14% 0.14% 216 0 0.0% Q2 2026 Aug 11, 2026
Family CFO Inc History No change 104,202 24,656 9.49% 9.49% 217 0 0.0% Q2 2026 Jul 20, 2026
Wharton Business Group, LLC History No change 104,183 24,651 0.82% 0.82% 218 0 0.0% Q2 2026 Aug 10, 2026
JT Stratford LLC History No change 102,873 24,341 2.67% 2.67% 219 0 0.0% Q2 2026 Aug 14, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 102,806 24,325 11.99% 11.99% 220 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Wealth, LLC History No change 101,715 24,067 0.24% 0.24% 221 0 0.0% Q2 2026 Aug 10, 2026
ROMANO BROTHERS AND COMPANY History No change 101,024 23,904 2.4% 2.4% 222 0 0.0% Q2 2026 Jul 21, 2026
Juno Financial Group LLC History No change 100,746 23,838 8.45% 8.45% 223 0 0.0% Q2 2026 Aug 04, 2026
SBI Securities Co., Ltd. History No change 100,660 23,818 0.54% 0.54% 224 0 0.0% Q2 2026 Jul 22, 2026
LM Advisors LLC History No change 100,570 23,788 2.75% 2.75% 225 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 99,741 23,600 0.41% 0.41% 226 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History No change 99,618 23,571 0.06% 0.06% 227 0 0.0% Q2 2026 Aug 07, 2026
Roof Eidam Maycock Peralta, LLC History No change 98,637 23,339 4.6% 4.6% 228 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 98,217 23,240 1.42% 1.42% 229 0 0.0% Q2 2026 Aug 11, 2026
Fusion Capital, LLC History No change 97,999 23,188 5.39% 5.39% 230 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 97,990 23,186 0.73% 0.73% 231 0 0.0% Q2 2026 Jul 27, 2026
Ameritas Advisory Services, LLC History No change 97,877 23,159 0.47% 0.47% 232 0 0.0% Q2 2026 Aug 14, 2026
Jackson, Grant Investment Advisers, Inc. History No change 97,629 23,100 7.17% 7.17% 233 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 97,336 23,031 0.44% 0.44% 234 0 0.0% Q2 2026 Jul 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 97,311 23,025 0.93% 0.93% 235 0 0.0% Q2 2026 Jul 27, 2026
ASSOCIATED BANC-CORP History No change 97,120 22,980 0.55% 0.55% 236 0 0.0% Q2 2026 Jul 31, 2026
SCS Capital Management LLC History No change 96,591 22,855 0.22% 0.22% 237 0 0.0% Q2 2026 Aug 06, 2026
AMARA FINANCIAL, LLC. History No change 96,523 22,839 13.67% 13.67% 238 0 0.0% Q2 2026 Aug 07, 2026
Wheelhouse Advisory Group LLC History No change 96,222 22,767 6.42% 6.42% 239 0 0.0% Q2 2026 Jul 23, 2026
Family Manage LLC History No change 94,506 22,362 2.29% 2.29% 240 0 0.0% Q2 2026 Aug 14, 2026
Accretive Wealth Partners, LLC History No change 94,443 22,347 5.43% 5.43% 241 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 90,563 22,131 0.42% 0.42% 242 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Group, LLC History No change 92,401 21,863 0.56% 0.56% 243 0 0.0% Q2 2026 Aug 05, 2026
CreativeOne Wealth, LLC History No change 92,269 21,832 0.47% 0.47% 244 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 91,173 21,573 1.12% 1.12% 245 0 0.0% Q2 2026 Jul 29, 2026
Gerald Baker Financial Group LLC History No change 90,854 21,497 6.12% 6.12% 246 0 0.0% Q2 2026 Aug 03, 2026
JNBA Financial Advisors History No change 90,466 21,405 1.62% 1.62% 247 0 0.0% Q2 2026 Jul 23, 2026
Whitegate Investment Counselors, Inc. History No change 90,225 21,349 6.08% 6.08% 248 0 0.0% Q2 2026 Aug 10, 2026
FORBES J M & CO LLP History No change 89,951 21,284 1.67% 1.67% 249 0 0.0% Q2 2026 Jul 20, 2026
Hapanowicz & Associates Financial Services, Inc History No change 89,640 21,210 6.6% 6.6% 250 0 0.0% Q2 2026 Jul 29, 2026
Integrated Advisors Network LLC History No change 89,423 21,159 0.97% 0.97% 251 0 0.0% Q2 2026 Aug 11, 2026
Diana Davis Spencer Foundation History No change 88,754 21,000 38.03% 38.03% 252 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 88,411 20,919 0.8% 0.8% 253 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 87,802 20,775 0.25% 0.25% 254 0 0.0% Q2 2026 Aug 07, 2026
Snider Financial Group History No change 87,738 20,760 5.28% 5.28% 255 0 0.0% Q2 2026 Jul 14, 2026
SMITH, MOORE & CO. History No change 86,920 20,567 1.34% 1.34% 256 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 86,874 20,556 0.17% 0.17% 257 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 86,619 20,495 0.37% 0.37% 258 0 0.0% Q2 2026 Jul 31, 2026
Summit Financial, LLC History No change 86,579 20,486 0.22% 0.22% 259 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 86,391 20,431 0.05% 0.05% 260 0 0.0% Q2 2026 Jul 27, 2026
Curi Capital, LLC History No change 86,125 20,378 0.31% 0.31% 261 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 85,747 20,289 0.76% 0.76% 262 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 85,341 20,193 0.4% 0.4% 263 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 84,964 20,104 0.34% 0.34% 264 0 0.0% Q2 2026 Jul 10, 2026
Councilmark Asset Management, LLC History No change 83,740 19,814 10.49% 10.49% 265 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 83,264 19,701 1.22% 1.22% 266 0 0.0% Q2 2026 Aug 11, 2026
Integrated Wealth Concepts LLC History No change 83,181 19,682 0.13% 0.13% 267 0 0.0% Q2 2026 Sep 08, 2026
Apollon Financial, LLC History No change 82,647 19,556 2.31% 2.31% 268 0 0.0% Q2 2026 Jul 22, 2026
CM WEALTH ADVISORS LLC History No change 82,631 19,552 3.53% 3.53% 269 0 0.0% Q2 2026 Aug 10, 2026
Mittelman Wealth Management History No change 15,197 19,537 12.92% 12.92% 270 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 82,239 19,459 0.13% 0.13% 271 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 81,857 19,370 0.18% 0.18% 272 0 0.0% Q2 2026 Jul 24, 2026
Vanguard National Trust Co History No change 81,361 19,251 1.05% 1.05% 273 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 81,124 19,195 0.12% 0.12% 274 0 0.0% Q2 2026 Jul 20, 2026
HANOVER ADVISORS INC History No change 81,004 19,167 6.9% 6.9% 275 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 80,141 18,962 1.71% 1.71% 276 0 0.0% Q2 2026 Jul 23, 2026
D.B. Root & Company, LLC History No change 80,066 18,945 4.02% 4.02% 277 0 0.0% Q2 2026 Aug 13, 2026
Visionary Wealth Advisors History No change 80,014 18,932 0.75% 0.75% 278 0 0.0% Q2 2026 Aug 13, 2026
Reality Financial Planning Services, LLC History No change 79,591 18,832 18.17% 18.17% 279 0 0.0% Q2 2026 Aug 17, 2026
CAHILL FINANCIAL ADVISORS INC History No change 78,228 18,510 1.78% 1.78% 280 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 78,197 18,502 0.8% 0.8% 281 0 0.0% Q2 2026 Jul 22, 2026
SWAN Capital LLC History No change 77,910 18,435 6.31% 6.31% 282 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 77,641 18,371 3.9% 3.9% 283 0 0.0% Q2 2026 Jul 29, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 77,453 18,326 6.3% 6.3% 284 0 0.0% Q2 2026 Aug 13, 2026
Journey Advisory Group, LLC History No change 77,346 18,301 1.4% 1.4% 285 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 77,141 18,253 0.2% 0.2% 286 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 76,464 18,100 0.1% 0.1% 287 0 0.0% Q2 2026 Aug 14, 2026
KITCHING PARTNERS, LLC History No change 75,866 17,951 15.42% 15.42% 288 0 0.0% Q2 2026 Jul 30, 2026
HHM Wealth Advisors, LLC History No change 75,800 17,935 1.8% 1.8% 289 0 0.0% Q2 2026 Jul 13, 2026
WASHINGTON TRUST Co History No change 75,392 17,839 0.55% 0.55% 290 0 0.0% Q2 2026 Aug 03, 2026
CRA Financial Services, LLC History No change 75,328 17,824 2.05% 2.05% 291 0 0.0% Q2 2026 Jul 24, 2026
Asset Management Group, Inc. History No change 74,999 17,746 2.6% 2.6% 292 0 0.0% Q2 2026 Aug 14, 2026
Martel Wealth Advisors LLC History No change 74,740 17,685 2.78% 2.78% 293 0 0.0% Q2 2026 Jul 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 74,635 17,660 0.28% 0.28% 294 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 74,612 17,654 0.13% 0.13% 295 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 73,518 17,473 3.65% 3.65% 296 0 0.0% Q2 2026 Jul 09, 2026
Circle Wealth Management, LLC History No change 73,810 17,464 0.22% 0.22% 297 0 0.0% Q2 2026 Aug 12, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 73,531 17,398 0.5% 0.5% 298 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 73,207 17,322 11.08% 11.08% 299 0 0.0% Q2 2026 Aug 13, 2026
COZAD ASSET MANAGEMENT INC History No change 73,070 17,289 1.12% 1.12% 300 0 0.0% Q2 2026 Aug 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 72,446 17,142 3.78% 3.78% 301 0 0.0% Q2 2026 Jul 07, 2026
Marble Wealth, LLC History No change 72,199 17,083 2.62% 2.62% 302 0 0.0% Q2 2026 Aug 07, 2026
Aspen Grove Capital, LLC History No change 71,910 17,017 2.45% 2.45% 303 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 70,857 16,766 1.58% 1.58% 304 0 0.0% Q2 2026 Jul 29, 2026
CIBC Bancorp USA Inc. History No change 70,408 16,659 0.02% 0.02% 305 0 0.0% Q2 2026 Aug 13, 2026
Drucker Wealth 3.0, LLC History No change 70,363 16,649 2.63% 2.63% 306 0 0.0% Q2 2026 Jul 13, 2026
MOTIVE WEALTH ADVISORS History No change 70,324 16,640 6.84% 6.84% 307 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 70,296 16,633 0.19% 0.19% 308 0 0.0% Q2 2026 Aug 12, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 70,298 16,633 4.26% 4.26% 309 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 70,179 16,605 0.14% 0.14% 310 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 69,473 16,438 0.19% 0.19% 311 0 0.0% Q2 2026 Jul 22, 2026
Vigilare Wealth Management History No change 69,399 16,421 5.03% 5.03% 312 0 0.0% Q2 2026 Jul 06, 2026
Strategic Financial Concepts, LLC History No change 69,265 16,394 4.88% 4.88% 313 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 69,130 16,357 0.25% 0.25% 314 0 0.0% Q2 2026 Aug 06, 2026
Advisors Preferred, LLC History No change 68,497 16,344 2.53% 2.53% 315 0 0.0% Q2 2026 Aug 11, 2026
Evergreen Wealth Management, LLC History No change 69,053 16,339 7.66% 7.66% 316 0 0.0% Q2 2026 Jul 31, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 68,885 16,299 0.98% 0.98% 317 0 0.0% Q2 2026 Jul 31, 2026
Aprio Wealth Management, LLC History No change 68,637 16,240 0.8% 0.8% 318 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 68,389 16,182 0.31% 0.31% 319 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 68,297 16,117 0.45% 0.45% 320 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 68,080 16,109 0.28% 0.28% 321 0 0.0% Q2 2026 Jul 23, 2026
PLANNING DIRECTIONS INC History No change 67,945 16,077 7.45% 7.45% 322 0 0.0% Q2 2026 Aug 10, 2026
Family Investment Center, Inc. History No change 67,575 15,989 2.66% 2.66% 323 0 0.0% Q2 2026 Jul 23, 2026
MGO ONE SEVEN LLC History No change 66,717 15,786 0.26% 0.26% 324 0 0.0% Q2 2026 Jul 31, 2026
ALBION FINANCIAL GROUP /UT History No change 66,703 15,783 0.91% 0.91% 325 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 70,587 15,761 0.26% 0.26% 326 0 0.0% Q2 2026 Aug 13, 2026
CONQUIS FINANCIAL LLC History No change 66,527 15,741 12.69% 12.69% 327 0 0.0% Q2 2026 Aug 13, 2026
M3 Advisory Group, LLC History No change 66,470 15,728 8.16% 8.16% 328 0 0.0% Q2 2026 Jul 24, 2026
Dakota Wealth Management History No change 66,266 15,679 0.3% 0.3% 329 0 0.0% Q2 2026 Aug 07, 2026
SAX WEALTH ADVISORS, LLC History No change 72,700 15,634 0.64% 0.64% 330 0 0.0% Q2 2026 Jul 09, 2026
Gotham Asset Management, LLC History No change 65,571 15,515 0.04% 0.04% 331 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 65,011 15,382 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 22, 2026
Strategies Wealth Advisors, LLC History No change 64,655 15,298 1.37% 1.37% 333 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 63,743 15,236 0.15% 0.15% 334 0 0.0% Q2 2026 Jul 27, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 64,042 15,153 2.2% 2.2% 335 0 0.0% Q2 2026 Aug 12, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 64,034 15,151 0.89% 0.89% 336 0 0.0% Q2 2026 Aug 03, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 64,021 15,148 0.21% 0.21% 337 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Wealth Management LLC History No change 62,952 14,895 7.15% 7.15% 338 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 62,938 14,891 4.89% 4.89% 339 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 62,667 14,828 0.74% 0.74% 340 0 0.0% Q2 2026 Jul 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 62,557 14,802 1.15% 1.15% 341 0 0.0% Q2 2026 Jul 16, 2026
Meridian Wealth Advisors, LLC History No change 62,517 14,792 1.68% 1.68% 342 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 62,406 14,766 0.23% 0.23% 343 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 62,017 14,674 0.27% 0.27% 344 0 0.0% Q2 2026 Aug 06, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 61,513 14,555 5.29% 5.29% 345 0 0.0% Q2 2026 Jul 15, 2026
Curran Financial Partners, LLC History No change 61,459 14,542 2.16% 2.16% 346 0 0.0% Q2 2026 Aug 12, 2026
Rehmann Capital Advisory Group History No change 60,707 14,365 0.66% 0.66% 347 0 0.0% Q2 2026 Aug 20, 2026
PETERSON WEALTH MANAGEMENT History No change 60,505 14,316 6.67% 6.67% 348 0 0.0% Q2 2026 Jul 30, 2026
Oak Harvest Investment Services History No change 60,209 14,246 1.33% 1.33% 349 0 0.0% Q2 2026 Jul 24, 2026
Mendel Capital Management LLC History No change 60,179 14,239 6.41% 6.41% 350 0 0.0% Q2 2026 Jul 21, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 59,527 14,085 0.1% 0.1% 351 0 0.0% Q2 2026 Jul 23, 2026
GreatBanc Trust CO History No change 59,236 14,016 8.69% 8.69% 352 0 0.0% Q2 2026 Jul 29, 2026
BOSTON FAMILY OFFICE LLC History No change 58,935 13,945 0.85% 0.85% 353 0 0.0% Q2 2026 Aug 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 58,475 13,836 0.18% 0.18% 354 0 0.0% Q2 2026 Jul 15, 2026
NOVEM GROUP History No change 58,462 13,833 1.4% 1.4% 355 0 0.0% Q2 2026 Jul 21, 2026
Bryn Mawr Trust Advisors, LLC History No change 58,437 13,827 0.6% 0.6% 356 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 58,196 13,770 0.21% 0.21% 357 0 0.0% Q2 2026 Aug 05, 2026
DAGCO, INC. History No change 58,138 13,756 2.54% 2.54% 358 0 0.0% Q2 2026 Jul 10, 2026
Paradigm Capital Management, LLC/NV History No change 57,871 13,693 11.78% 11.78% 359 0 0.0% Q2 2026 Aug 13, 2026
PECAUT & CO. History No change 57,622 13,634 4.15% 4.15% 360 0 0.0% Q2 2026 Aug 03, 2026
Apella Capital, LLC History Added to 57,469 13,619 0.17% 0.19% 361 +158 0.28% Q3 2026 Oct 08, 2026
Garde Capital, Inc. History No change 57,369 13,574 0.61% 0.61% 362 0 0.0% Q2 2026 Jul 31, 2026
DDFG, Inc History No change 57,336 13,566 2.69% 2.69% 363 0 0.0% Q2 2026 Jul 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 57,182 13,530 0.49% 0.49% 364 0 0.0% Q2 2026 Jul 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 57,172 13,528 0.78% 0.78% 365 0 0.0% Q2 2026 Jul 15, 2026
Wealth Analytics Partners, LLC History No change 56,876 13,496 4.9% 4.9% 366 0 0.0% Q2 2026 Jul 16, 2026
Kovack Advisors, Inc. History No change 56,876 13,454 0.65% 0.65% 367 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 56,820 13,444 0.2% 0.2% 368 0 0.0% Q2 2026 Aug 10, 2026
OLD NATIONAL BANCORP /IN/ History No change 56,704 13,417 0.27% 0.27% 369 0 0.0% Q2 2026 Jul 15, 2026
White Wing Wealth Management History No change 56,630 13,399 6.99% 6.99% 370 0 0.0% Q2 2026 Jul 08, 2026
Addison Advisors LLC History No change 56,605 13,393 6.32% 6.32% 371 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 56,300 13,321 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 56,256 13,311 0.26% 0.26% 373 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 55,529 13,264 0.25% 0.25% 374 0 0.0% Q2 2026 Jul 27, 2026
Dala Group, LLC History No change 55,891 13,224 10.89% 10.89% 375 0 0.0% Q2 2026 Aug 10, 2026
Sherman Wealth Management LLC History No change 55,736 13,188 9.93% 9.93% 376 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 55,607 13,156 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 12, 2026
CHATHAM CAPITAL GROUP, INC. History No change 55,485 13,128 1.68% 1.68% 378 0 0.0% Q2 2026 Jul 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 55,158 13,051 0.16% 0.16% 379 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 54,884 12,986 3.39% 3.39% 380 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Advisors, LLC History No change 54,828 12,973 0.71% 0.71% 381 0 0.0% Q2 2026 Aug 11, 2026
Western Pacific Wealth Management, LP History No change 54,660 12,933 11.69% 11.69% 382 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 54,629 12,926 0.24% 0.24% 383 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 54,452 12,884 0.67% 0.67% 384 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 54,436 12,880 0.64% 0.64% 385 0 0.0% Q2 2026 Aug 10, 2026
CVA Family Office, LLC History No change 54,431 12,879 1.17% 1.17% 386 0 0.0% Q2 2026 Aug 07, 2026
Safir Wealth Advisors, LLC History No change 54,411 12,874 8.37% 8.37% 387 0 0.0% Q2 2026 Jul 09, 2026
Bleakley Financial Group, LLC History No change 54,359 12,862 0.16% 0.16% 388 0 0.0% Q2 2026 Aug 05, 2026
M3 Wealth Management, LLC History No change 54,281 12,843 8.33% 8.33% 389 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 53,781 12,726 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 14, 2026
CWS Financial Advisors, LLC History No change 53,381 12,631 2.8% 2.8% 391 0 0.0% Q2 2026 Jul 30, 2026
Yukon Wealth Management, Inc. History No change 53,209 12,590 3.6% 3.6% 392 0 0.0% Q2 2026 Aug 14, 2026
WealthShield Partners, LLC History No change 53,156 12,577 1.92% 1.92% 393 0 0.0% Q2 2026 Aug 12, 2026
FIDELITY D & D BANCORP INC History No change 53,051 12,552 4.31% 4.31% 394 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 52,948 12,528 0.29% 0.29% 395 0 0.0% Q2 2026 Aug 05, 2026
Cascade Wealth Advisors, Inc History No change 51,017 12,510 5.03% 5.03% 396 0 0.0% Q2 2026 Aug 10, 2026
VPR Management LLC History No change 52,630 12,453 5.0% 5.0% 397 0 0.0% Q2 2026 Aug 14, 2026
Adirondack Capital Advisors, LLC History No change 52,568 12,438 6.67% 6.67% 398 0 0.0% Q2 2026 Jul 10, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 52,476 12,416 1.26% 1.26% 399 0 0.0% Q2 2026 Jul 28, 2026
Capital Investment Advisors, LLC History No change 52,234 12,359 0.16% 0.16% 400 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 51,946 12,291 1.53% 1.53% 401 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 51,904 12,281 0.83% 0.83% 402 0 0.0% Q2 2026 Aug 04, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 51,673 12,226 6.12% 6.12% 403 0 0.0% Q2 2026 Aug 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 51,631 12,217 0.99% 0.99% 404 0 0.0% Q2 2026 Aug 05, 2026
Main Street Financial Solutions, LLC History No change 51,478 12,180 0.78% 0.78% 405 0 0.0% Q2 2026 Aug 07, 2026
Global Wealth Management, LLC History No change 51,235 12,123 6.17% 6.17% 406 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 51,233 12,122 0.22% 0.22% 407 0 0.0% Q2 2026 Jul 14, 2026
WIMMER ASSOCIATES 1, LLC History No change 51,078 12,086 5.46% 5.46% 408 0 0.0% Q2 2026 Aug 14, 2026
Kellett Wealth Advisors, LLC History No change 50,372 11,919 5.55% 5.55% 409 0 0.0% Q2 2026 Jul 23, 2026
Bigelow Investment Advisors, LLC History No change 50,332 11,909 4.31% 4.31% 410 0 0.0% Q2 2026 Jul 30, 2026
Thomasville National Bank History No change 50,024 11,836 0.65% 0.65% 411 0 0.0% Q2 2026 Jul 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 49,953 11,819 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 49,783 11,779 0.17% 0.17% 413 0 0.0% Q2 2026 Aug 11, 2026
Security Financial Services, INC. History No change 49,784 11,779 1.63% 1.63% 414 0 0.0% Q2 2026 Jul 15, 2026
HM PAYSON & CO History No change 49,510 11,715 0.16% 0.16% 415 0 0.0% Q2 2026 Jul 17, 2026
Keystone Financial Group, Inc. History No change 49,414 11,692 6.14% 6.14% 416 0 0.0% Q2 2026 Jul 21, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 49,253 11,654 0.83% 0.83% 417 0 0.0% Q2 2026 Aug 07, 2026
Crestwood Advisors Group, LLC History No change 49,220 11,646 0.17% 0.17% 418 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History No change 48,820 11,551 0.14% 0.14% 419 0 0.0% Q2 2026 Aug 13, 2026
LS Investment Advisors, LLC History No change 48,449 11,464 1.55% 1.55% 420 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF VERMONT History No change 48,055 11,370 0.42% 0.42% 421 0 0.0% Q2 2026 Aug 07, 2026
MYCIO WEALTH PARTNERS, LLC History No change 47,481 11,234 2.1% 2.1% 422 0 0.0% Q2 2026 Aug 12, 2026
City State Bank History No change 47,306 11,193 2.56% 2.56% 423 0 0.0% Q2 2026 Jul 14, 2026
GW HENSSLER & ASSOCIATES LTD History No change 47,073 11,138 0.5% 0.5% 424 0 0.0% Q2 2026 Jul 28, 2026
Blackston Financial Advisory Group, LLC History No change 46,999 11,120 6.27% 6.27% 425 0 0.0% Q2 2026 Aug 14, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 46,636 11,069 9.74% 9.74% 426 0 0.0% Q2 2026 Jul 16, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 46,705 11,051 1.61% 1.61% 427 0 0.0% Q2 2026 Jul 21, 2026
Moors & Cabot, Inc. History No change 46,677 11,044 0.43% 0.43% 428 0 0.0% Q2 2026 Aug 10, 2026
Compass Financial Group, Inc. (Ohio) History No change 46,672 11,043 7.38% 7.38% 429 0 0.0% Q2 2026 Aug 12, 2026
Souders Financial Advisors History No change 46,609 11,028 1.11% 1.11% 430 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 46,551 11,015 0.31% 0.31% 431 0 0.0% Q2 2026 Aug 10, 2026
Gilliland Jeter Wealth Management LLC History No change 45,802 10,837 2.84% 2.84% 432 0 0.0% Q2 2026 Jul 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 45,717 10,818 0.12% 0.12% 433 0 0.0% Q2 2026 Aug 14, 2026
Prentice Wealth Management LLC History No change 45,662 10,804 2.23% 2.23% 434 0 0.0% Q2 2026 Jul 15, 2026
SYON CAPITAL LLC History No change 45,628 10,796 0.47% 0.47% 435 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Hawaii, Inc. History No change 45,622 10,795 5.79% 5.79% 436 0 0.0% Q2 2026 Jul 23, 2026
Trek Financial, LLC History No change 45,576 10,784 0.54% 0.54% 437 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 45,434 10,750 0.27% 0.27% 438 0 0.0% Q2 2026 Aug 07, 2026
Northstar Group, Inc. History No change 45,362 10,733 1.38% 1.38% 439 0 0.0% Q2 2026 Aug 03, 2026
PMG Wealth Management, Inc. History No change 45,232 10,702 6.62% 6.62% 440 0 0.0% Q2 2026 Aug 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 45,762 10,676 0.69% 0.71% 441 +1,492 3.37% Q3 2026 Oct 08, 2026
Financial Perspectives, Inc History No change 44,829 10,607 2.58% 2.58% 442 0 0.0% Q2 2026 Jul 24, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 44,478 10,524 2.6% 2.6% 443 0 0.0% Q2 2026 Aug 12, 2026
Hamrick Investment Counsel, llc History No change 44,413 10,509 6.97% 6.97% 444 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 44,346 10,493 0.56% 0.56% 445 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 44,216 10,470 0.15% 0.15% 446 0 0.0% Q2 2026 Jul 15, 2026
Bristlecone Value Partners, LLC History No change 44,193 10,456 8.41% 8.41% 447 0 0.0% Q2 2026 Aug 13, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 44,180 10,453 7.29% 7.29% 448 0 0.0% Q2 2026 Jul 07, 2026
North Star Investment Management Corp. History No change 44,121 10,439 0.57% 0.57% 449 0 0.0% Q2 2026 Jul 28, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 43,967 10,403 0.57% 0.57% 450 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 43,668 10,333 0.05% 0.05% 451 0 0.0% Q2 2026 Aug 03, 2026
Plotkin Financial Advisors, LLC History No change 43,511 10,295 4.27% 4.27% 452 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 43,467 10,285 0.11% 0.11% 453 0 0.0% Q2 2026 Aug 03, 2026
Choate Investment Advisors History No change 43,319 10,250 0.18% 0.18% 454 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 43,186 10,218 1.13% 1.13% 455 0 0.0% Q2 2026 Jul 09, 2026
VANGUARD ADVISERS INC History No change 43,094 10,196 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 13, 2026
Compass Ion Advisors, LLC History No change 42,714 10,106 0.87% 0.87% 457 0 0.0% Q2 2026 Aug 12, 2026
180 WEALTH ADVISORS, LLC History No change 42,713 10,106 1.01% 1.01% 458 0 0.0% Q2 2026 Jul 07, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 42,697 10,102 0.19% 0.19% 459 0 0.0% Q2 2026 Jul 15, 2026
NI ACQUISITIONS COMPANY, LLC History No change 42,399 10,032 4.28% 4.28% 460 0 0.0% Q2 2026 Aug 05, 2026
Cerro Pacific Wealth Advisors LLC History No change 42,275 10,003 2.26% 2.26% 461 0 0.0% Q2 2026 Jul 15, 2026
University of Illinois Foundation History No change 42,230 9,992 1.79% 1.79% 462 0 0.0% Q2 2026 Aug 12, 2026
FORMULATE FINANCIAL LLC History No change 42,170 9,978 10.5% 10.5% 463 0 0.0% Q2 2026 Jul 31, 2026
Jefferies Financial Group Inc. History No change 42,168 9,977 0.07% 0.07% 464 0 0.0% Q2 2026 Aug 17, 2026
St. Louis Trust Co History No change 3,225 9,975 1.14% 1.14% 465 0 0.0% Q2 2026 Jul 30, 2026
OPPENHEIMER & CO INC History No change 42,068 9,954 0.11% 0.11% 466 0 0.0% Q2 2026 Aug 03, 2026
Cascade Financial Partners, LLC History No change 41,956 9,927 0.86% 0.86% 467 0 0.0% Q2 2026 Aug 04, 2026
Gleason Group, Inc. History No change 41,676 9,861 0.86% 0.86% 468 0 0.0% Q2 2026 Jul 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 41,594 9,841 0.04% 0.04% 469 0 0.0% Q2 2026 Aug 11, 2026
Miller Capital Partners, Inc. History No change 41,539 9,828 3.83% 3.83% 470 0 0.0% Q2 2026 Aug 12, 2026
Nikulski Financial, Inc. History No change 41,369 9,788 2.11% 2.11% 471 0 0.0% Q2 2026 Jul 28, 2026
GC Wealth Management RIA, LLC History No change 41,364 9,787 0.56% 0.56% 472 0 0.0% Q2 2026 Jul 16, 2026
Forvis Mazars Wealth Advisors, LLC History No change 41,203 9,749 0.16% 0.16% 473 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 40,837 9,662 0.02% 0.02% 474 0 0.0% Q2 2026 Aug 13, 2026
WARNER FINANCIAL, INC History No change 40,709 9,632 2.83% 2.83% 475 0 0.0% Q2 2026 Jul 09, 2026
Riverview Capital Advisers, LLC History No change 40,444 9,569 2.74% 2.74% 476 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisors LLC History No change 40,974 9,559 1.06% 1.14% 477 0 0.0% Q3 2026 Oct 07, 2026
VestGen Advisors, LLC History No change 40,331 9,543 0.28% 0.28% 478 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 40,106 9,515 0.19% 0.19% 479 0 0.0% Q2 2026 Jul 29, 2026
Ranch Capital Advisors Inc. History No change 40,047 9,475 3.0% 3.0% 480 0 0.0% Q2 2026 Aug 03, 2026
BIP Wealth, LLC History No change 39,990 9,462 0.27% 0.27% 481 0 0.0% Q2 2026 Aug 03, 2026
FIRST HORIZON CORP History No change 39,674 9,387 0.36% 0.36% 482 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 39,561 9,361 0.38% 0.38% 483 0 0.0% Q2 2026 Aug 12, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 39,282 9,294 3.13% 3.13% 484 0 0.0% Q2 2026 Jul 09, 2026
HUNTINGTON NATIONAL BANK History No change 39,217 9,279 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 13, 2026
Madson Wealth Advisors Inc History No change 39,095 9,250 6.29% 6.29% 486 0 0.0% Q2 2026 Jul 21, 2026
Apollon Wealth Management, LLC History No change 38,794 9,179 0.11% 0.11% 487 0 0.0% Q2 2026 Jul 22, 2026
Brio Consultants, LLC History No change 38,626 9,139 1.07% 1.07% 488 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 38,618 9,137 0.29% 0.29% 489 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 38,541 9,119 0.44% 0.44% 490 0 0.0% Q2 2026 Jul 23, 2026
New Perspectives, Inc History No change 38,494 9,108 2.8% 2.8% 491 0 0.0% Q2 2026 Jul 22, 2026
Capstone Financial Advisors, Inc. History No change 38,484 9,106 0.44% 0.44% 492 0 0.0% Q2 2026 Aug 14, 2026
Kagan Cocozza Asset Management History No change 38,355 9,075 5.69% 5.69% 493 0 0.0% Q2 2026 Aug 06, 2026
First PREMIER Bank History No change 37,952 8,980 1.45% 1.45% 494 0 0.0% Q2 2026 Jul 15, 2026
Granite Bay Wealth Management, LLC History No change 37,684 8,917 0.82% 0.82% 495 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 37,649 8,908 0.58% 0.58% 496 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Advisors Inc. History No change 37,096 8,908 0.49% 0.49% 497 0 0.0% Q2 2026 Aug 05, 2026
Clear Creek Financial Management, LLC History No change 37,525 8,879 0.57% 0.57% 498 0 0.0% Q2 2026 Jul 27, 2026
Alexis Investment Partners, LLC History No change 37,486 8,844 5.17% 5.17% 499 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 37,176 8,796 0.5% 0.5% 500 0 0.0% Q2 2026 Aug 04, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 37,147 8,789 2.13% 2.13% 501 0 0.0% Q2 2026 Jul 09, 2026
Lotus Asset Management LLC History No change 37,032 8,762 7.75% 7.75% 502 0 0.0% Q2 2026 Sep 09, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 36,537 8,645 1.14% 1.14% 503 0 0.0% Q2 2026 Aug 14, 2026
Wealth Care LLC History No change 36,501 8,636 6.99% 6.99% 504 0 0.0% Q2 2026 Jul 15, 2026
Orion Capital Management LLC History No change 36,457 8,626 2.67% 2.67% 505 0 0.0% Q2 2026 Aug 17, 2026
PRINCIPAL SECURITIES, INC. History No change 36,386 8,609 0.1% 0.1% 506 0 0.0% Q2 2026 Aug 04, 2026
Tide Cove Capital Partners LLC History No change 35,246 8,597 5.56% 5.56% 507 0 0.0% Q2 2026 Aug 07, 2026
COMMERCE BANK History No change 36,259 8,579 0.04% 0.04% 508 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 36,051 8,530 2.73% 2.73% 509 0 0.0% Q2 2026 Aug 04, 2026
Venture Visionary Partners LLC History Reduced 36,419 8,497 0.22% 0.27% 510 -4,017 -9.93% Q3 2026 Oct 07, 2026
Asset Advisory Group, Inc. History No change 35,826 8,477 3.71% 3.71% 511 0 0.0% Q2 2026 Jul 09, 2026
Fullerton Advisors, LLC History No change 35,646 8,434 7.89% 7.89% 512 0 0.0% Q2 2026 Jul 27, 2026
Weaver Consulting Group History Reduced 36,147 8,433 1.64% 1.75% 513 -9 -0.02% Q3 2026 Oct 07, 2026
Sandy Cove Advisors, LLC History No change 35,522 8,405 2.1% 2.1% 514 0 0.0% Q2 2026 Jul 07, 2026
Blom & Howell Financial Planning, Inc. History No change 35,500 8,400 7.0% 7.0% 515 0 0.0% Q2 2026 Aug 04, 2026
HEADINVEST, LLC History No change 34,989 8,279 1.54% 1.54% 516 0 0.0% Q2 2026 Aug 14, 2026
Plan Group Financial, LLC History No change 34,940 8,267 1.7% 1.7% 517 0 0.0% Q2 2026 Aug 03, 2026
Jordan Park Group LLC History No change 34,743 8,220 0.42% 0.42% 518 0 0.0% Q2 2026 Aug 11, 2026
Keystone Financial Group History No change 34,650 8,199 0.49% 0.49% 519 0 0.0% Q2 2026 Jul 29, 2026
Sloy Dahl & Holst, LLC History No change 34,603 8,187 1.01% 1.01% 520 0 0.0% Q2 2026 Aug 13, 2026
West Financial Advisors, LLC History No change 34,525 8,169 1.24% 1.24% 521 0 0.0% Q2 2026 Jul 08, 2026
WEALTHSPAN PARTNERS, LLC History No change 34,499 8,163 2.57% 2.57% 522 0 0.0% Q2 2026 Aug 06, 2026
Hoese & Co LLP History No change 34,329 8,122 5.28% 5.28% 523 0 0.0% Q2 2026 Jul 14, 2026
BARRETT & COMPANY, INC. History No change 34,124 8,074 2.26% 2.26% 524 0 0.0% Q2 2026 Jul 24, 2026
NWAM LLC History No change 33,929 8,028 0.4% 0.4% 525 0 0.0% Q2 2026 Jul 23, 2026
Calydon Capital History No change 33,718 7,978 1.17% 1.17% 526 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 33,536 7,935 0.44% 0.44% 527 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 33,520 7,931 0.1% 0.1% 528 0 0.0% Q2 2026 Jul 24, 2026
Cambridge Advisors Inc. History No change 33,507 7,928 1.36% 1.36% 529 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 33,489 7,924 0.24% 0.24% 530 0 0.0% Q2 2026 Jul 15, 2026
John Boyer, Inc. History No change 33,328 7,887 6.84% 6.84% 531 0 0.0% Q2 2026 Aug 07, 2026
One Day In July LLC History No change 33,246 7,866 0.55% 0.55% 532 0 0.0% Q2 2026 Aug 03, 2026
SkyOak Wealth, LLC History No change 33,160 7,846 1.28% 1.28% 533 0 0.0% Q2 2026 Jul 30, 2026
GENESIS PRIVATE WEALTH, LLC History No change 33,146 7,842 2.2% 2.2% 534 0 0.0% Q2 2026 Jul 13, 2026
BEACON FINANCIAL GROUP History No change 32,933 7,792 0.71% 0.71% 535 0 0.0% Q2 2026 Jul 16, 2026
Csenge Advisory Group History No change 32,920 7,789 0.32% 0.32% 536 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 32,856 7,774 0.15% 0.15% 537 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 32,544 7,761 1.85% 1.85% 538 0 0.0% Q2 2026 Aug 06, 2026
Destiny Wealth Partners, LLC History No change 32,419 7,753 1.09% 1.09% 539 0 0.0% Q2 2026 Aug 07, 2026
Patriot Financial Group Insurance Agency, LLC History No change 32,606 7,715 0.79% 0.79% 540 0 0.0% Q2 2026 Jul 16, 2026
Raab & Moskowitz Asset Management LLC History No change 32,547 7,701 1.55% 1.55% 541 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 32,421 7,671 1.01% 1.01% 542 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 32,335 7,651 2.21% 2.21% 543 0 0.0% Q2 2026 Jul 24, 2026
Acorn Wealth Advisors, LLC History No change 32,240 7,628 1.86% 1.86% 544 0 0.0% Q2 2026 Jul 30, 2026
Prosperity Consulting Group, LLC History No change 32,211 7,621 0.29% 0.29% 545 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 32,128 7,602 0.25% 0.25% 546 0 0.0% Q2 2026 Jul 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 32,083 7,591 0.03% 0.03% 547 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 31,728 7,568 0.56% 0.56% 548 0 0.0% Q2 2026 Jul 29, 2026
Segment Wealth Management, LLC History No change 31,931 7,555 0.39% 0.39% 549 0 0.0% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 31,868 7,540 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 31,572 7,470 1.06% 1.06% 551 0 0.0% Q2 2026 Aug 06, 2026
McClarren Financial Advisors, Inc. History No change 31,556 7,466 3.86% 3.86% 552 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 31,160 7,373 0.16% 0.16% 553 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 31,119 7,363 2.67% 2.67% 554 0 0.0% Q2 2026 Jul 30, 2026
McGlone Suttner Wealth Management, Inc. History No change 31,098 7,358 0.86% 0.86% 555 0 0.0% Q2 2026 Jul 21, 2026
Madison Wealth Partners, Inc History No change 31,081 7,354 0.94% 0.94% 556 0 0.0% Q2 2026 Aug 12, 2026
Bay Rivers Group History No change 31,058 7,348 2.51% 2.51% 557 0 0.0% Q2 2026 Jul 09, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 31,033 7,343 0.9% 0.9% 558 0 0.0% Q2 2026 Jul 20, 2026
Heritage Wealth Advisors History No change 31,024 7,340 0.25% 0.25% 559 0 0.0% Q2 2026 Aug 14, 2026
DAVIS R M INC History No change 30,958 7,325 0.12% 0.12% 560 0 0.0% Q2 2026 Aug 14, 2026
WealthBridge Capital Management, LLC History No change 30,868 7,303 1.45% 1.45% 561 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 30,445 7,294 0.88% 0.88% 562 0 0.0% Q2 2026 Aug 12, 2026
PW Nova Financial Services LLC History No change 30,705 7,265 1.56% 1.56% 563 0 0.0% Q2 2026 Jul 29, 2026
Detalus Advisors, LLC History No change 30,638 7,249 1.41% 1.41% 564 0 0.0% Q2 2026 Jul 27, 2026
Hofer & Associates. Inc History No change 30,540 7,226 3.49% 3.49% 565 0 0.0% Q2 2026 Jul 21, 2026
Arcataur Capital Management LLC History No change 30,535 7,225 1.79% 1.79% 566 0 0.0% Q2 2026 Jul 23, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 30,104 7,123 4.65% 4.65% 567 0 0.0% Q2 2026 Aug 07, 2026
One Degree Advisors Inc History No change 30,095 7,116 1.59% 1.59% 568 0 0.0% Q2 2026 Jul 31, 2026
Aspen Wealth Management LLC History No change 29,997 7,097 1.21% 1.21% 569 0 0.0% Q2 2026 Jul 31, 2026
Colony Family Offices, LLC History No change 29,977 7,093 1.56% 1.56% 570 0 0.0% Q2 2026 Jul 20, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 29,951 7,087 2.53% 2.53% 571 0 0.0% Q2 2026 Aug 07, 2026
Tennessee Valley Asset Management Partners History No change 29,864 7,066 0.78% 0.78% 572 0 0.0% Q2 2026 Aug 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 29,849 7,062 1.75% 1.75% 573 0 0.0% Q2 2026 Aug 07, 2026
CORA CAPITAL ADVISORS LLC History No change 29,816 7,055 1.98% 1.98% 574 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Management, LLC History No change 29,847 7,053 0.22% 0.22% 575 0 0.0% Q2 2026 Aug 05, 2026
Grove Street Fiduciary, LLC History No change 29,601 7,004 2.96% 2.96% 576 0 0.0% Q2 2026 Jul 23, 2026
IAG Wealth Partners, LLC History No change 29,583 6,999 0.69% 0.69% 577 0 0.0% Q2 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History Reduced 29,904 6,976 0.19% 0.22% 578 -3,727 -11.08% Q3 2026 Oct 05, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 29,329 6,939 3.35% 3.35% 579 0 0.0% Q2 2026 Aug 05, 2026
Aspen Investment Management Inc History No change 29,260 6,923 1.86% 1.86% 580 0 0.0% Q2 2026 Jul 17, 2026
FIRST CITIZENS BANK & TRUST CO History No change 29,152 6,897 0.1% 0.1% 581 0 0.0% Q2 2026 Jul 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 29,436 6,867 1.39% 1.44% 582 -120 -0.41% Q3 2026 Oct 07, 2026
Verum Partners LLC History No change 28,948 6,849 1.02% 1.02% 583 0 0.0% Q2 2026 Jul 22, 2026
Montis Financial, LLC History No change 28,898 6,837 1.4% 1.4% 584 0 0.0% Q2 2026 Aug 05, 2026
Fifth Third Wealth Advisors LLC History No change 28,744 6,801 0.19% 0.19% 585 0 0.0% Q2 2026 Jul 17, 2026
INVESTMENT PARTNERS, LTD. History No change 28,464 6,735 2.11% 2.11% 586 0 0.0% Q2 2026 Aug 04, 2026
Fort Sheridan Advisors LLC History No change 28,454 6,732 0.73% 0.73% 587 0 0.0% Q2 2026 Aug 05, 2026
Brightwater Advisory LLC History No change 28,451 6,732 4.25% 4.25% 588 0 0.0% Q2 2026 Aug 07, 2026
Ledyard National Bank History No change 28,364 6,711 0.54% 0.54% 589 0 0.0% Q2 2026 Jul 16, 2026
CIDEL ASSET MANAGEMENT INC History No change 28,070 6,641 0.32% 0.32% 590 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Group, LLC / IL History No change 28,020 6,630 1.62% 1.62% 591 0 0.0% Q2 2026 Jul 30, 2026
Arete Wealth Advisors, LLC History No change 27,948 6,613 0.44% 0.44% 592 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 27,690 6,552 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 10, 2026
Stokes Capital Advisors, LLC History No change 27,636 6,539 1.4% 1.4% 594 0 0.0% Q2 2026 Jul 22, 2026
BRIGHTON JONES LLC History No change 27,600 6,530 0.12% 0.12% 595 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 27,571 6,523 0.74% 0.74% 596 0 0.0% Q2 2026 Jul 10, 2026
HUB Investment Partners, LLC History No change 27,538 6,515 0.12% 0.12% 597 0 0.0% Q2 2026 Jul 31, 2026
Gibson Capital, LLC History No change 27,509 6,509 1.07% 1.07% 598 0 0.0% Q2 2026 Aug 13, 2026
PURSUE WEALTH PARTNERS LLC History No change 27,428 6,490 3.63% 3.63% 599 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 27,277 6,454 0.08% 0.08% 600 0 0.0% Q2 2026 Aug 11, 2026
Frederick Financial Consultants, LLC History No change 27,233 6,443 2.73% 2.73% 601 0 0.0% Q2 2026 Aug 14, 2026
Seven Springs Wealth Group, LLC History No change 27,175 6,430 1.4% 1.4% 602 0 0.0% Q2 2026 Aug 04, 2026
StrongBox Wealth, LLC History No change 27,115 6,416 1.83% 1.83% 603 0 0.0% Q2 2026 Jul 23, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 27,101 6,412 2.0% 2.0% 604 0 0.0% Q2 2026 Aug 14, 2026
Yoder Wealth Management, Inc. History No change 26,971 6,381 2.49% 2.49% 605 0 0.0% Q2 2026 Jul 22, 2026
Hurlow Wealth Management Group, Inc. History No change 26,938 6,374 1.33% 1.33% 606 0 0.0% Q2 2026 Aug 05, 2026
Wedmont Private Capital History No change 26,677 6,371 0.17% 0.17% 607 0 0.0% Q2 2026 Jul 13, 2026
San Luis Wealth Advisors LLC History No change 26,914 6,368 0.96% 0.96% 608 0 0.0% Q2 2026 Jul 16, 2026
Golden State Wealth Management, LLC History No change 26,804 6,342 0.58% 0.58% 609 0 0.0% Q2 2026 Jul 22, 2026
Investment Advisory Group, LLC History No change 26,689 6,315 1.37% 1.37% 610 0 0.0% Q2 2026 Aug 06, 2026
Vermillion Wealth Management, Inc. History No change 26,683 6,313 1.48% 1.48% 611 0 0.0% Q2 2026 Jul 15, 2026
OneAscent Financial Services LLC History No change 26,441 6,256 0.3% 0.3% 612 0 0.0% Q2 2026 Aug 11, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 26,195 6,251 1.18% 1.18% 613 0 0.0% Q2 2026 Jul 27, 2026
Base Wealth Management LLC History No change 26,363 6,238 2.9% 2.9% 614 0 0.0% Q2 2026 Jul 22, 2026
Investment Management Trust, LLC History No change 26,332 6,230 5.58% 5.58% 615 0 0.0% Q2 2026 Aug 11, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 26,286 6,219 2.51% 2.51% 616 0 0.0% Q2 2026 Jul 24, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 26,188 6,196 2.29% 2.29% 617 0 0.0% Q2 2026 Jul 21, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 25,926 6,134 5.29% 5.29% 618 0 0.0% Q2 2026 Jul 14, 2026
Scott & Selber, Inc. History No change 25,782 6,100 1.29% 1.29% 619 0 0.0% Q2 2026 Jul 08, 2026
Verdence Capital Advisors LLC History No change 25,595 6,056 0.32% 0.32% 620 0 0.0% Q2 2026 Jul 29, 2026
Ausdal Financial Partners, Inc. History No change 25,462 6,024 0.24% 0.24% 621 0 0.0% Q2 2026 Aug 14, 2026
Capital Planning LLC History No change 25,390 6,007 1.75% 1.75% 622 0 0.0% Q2 2026 Jul 22, 2026
STALEY CAPITAL ADVISERS INC History No change 25,244 5,973 0.23% 0.23% 623 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 25,244 5,973 0.34% 0.34% 624 0 0.0% Q2 2026 Aug 14, 2026
W ADVISORS, LLC History No change 25,182 5,958 2.71% 2.71% 625 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 25,164 5,954 0.12% 0.12% 626 0 0.0% Q2 2026 Jul 29, 2026
Pallas Capital Advisors LLC History No change 25,123 5,944 0.18% 0.18% 627 0 0.0% Q2 2026 Aug 07, 2026
Selby Wealth Management, LLC History No change 25,100 5,939 2.11% 2.11% 628 0 0.0% Q2 2026 Jul 09, 2026
Kastel Capital Advisors, LLC History No change 27,602 5,936 3.75% 3.75% 629 0 0.0% Q2 2026 Jul 09, 2026
SALEM INVESTMENT COUNSELORS INC History No change 24,956 5,905 0.15% 0.15% 630 0 0.0% Q2 2026 Jul 14, 2026
Infinity Wealth Counsel, LLC History No change 24,918 5,896 4.76% 4.76% 631 0 0.0% Q2 2026 Jul 09, 2026
Vavra Capital Management, LLC History No change 24,918 5,896 5.16% 5.16% 632 0 0.0% Q2 2026 Jul 23, 2026
FLAGSTAR SECURITIES, INC History No change 24,905 5,893 1.78% 1.78% 633 0 0.0% Q2 2026 Jul 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 24,742 5,854 0.34% 0.34% 634 0 0.0% Q2 2026 Aug 13, 2026
LightSquare Wealth Management, LLC History No change 24,728 5,851 4.03% 4.03% 635 0 0.0% Q2 2026 Aug 03, 2026
Bellars Harris Wealth Management, LLC History No change 24,696 5,843 1.19% 1.19% 636 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 24,681 5,839 0.17% 0.17% 637 0 0.0% Q2 2026 Jul 07, 2026
PFG Investments, LLC History No change 24,615 5,824 0.23% 0.23% 638 0 0.0% Q2 2026 Jul 23, 2026
Beacon Financial Advisory LLC History No change 24,436 5,782 1.14% 1.14% 639 0 0.0% Q2 2026 Aug 05, 2026
HighPoint Advisor Group LLC History No change 24,398 5,773 0.2% 0.2% 640 0 0.0% Q2 2026 Aug 05, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 24,397 5,772 0.37% 0.37% 641 0 0.0% Q2 2026 Jul 09, 2026
Freestone Capital Holdings, LLC History No change 24,383 5,769 0.15% 0.15% 642 0 0.0% Q2 2026 Jul 31, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 24,707 5,763 3.51% 3.51% 643 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Bancorp, Inc. History No change 24,353 5,762 1.5% 1.5% 644 0 0.0% Q2 2026 Jul 28, 2026
FIRST TRUST ADVISORS LP History No change 24,323 5,755 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 11, 2026
Strategic Blueprint, LLC History No change 24,315 5,753 0.29% 0.29% 646 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY TRUST CO History No change 24,281 5,745 0.06% 0.06% 647 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisory Group History No change 24,272 5,743 3.64% 3.64% 648 0 0.0% Q2 2026 Jul 29, 2026
Resurgent Financial Advisors LLC History No change 24,228 5,732 1.59% 1.59% 649 0 0.0% Q2 2026 Aug 14, 2026
Independent Family Office, LLC History No change 24,196 5,725 2.3% 2.3% 650 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 24,078 5,697 0.26% 0.26% 651 0 0.0% Q2 2026 Jul 24, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 24,060 5,693 0.38% 0.38% 652 0 0.0% Q2 2026 Jul 31, 2026
Forum Private Client Group LLC History No change 24,063 5,693 1.69% 1.69% 653 0 0.0% Q2 2026 Aug 12, 2026
Kachkovsky & Fisher, Inc. History No change 23,942 5,665 5.45% 5.45% 654 0 0.0% Q2 2026 Sep 08, 2026
Pathway Financial Advisers, LLC History No change 23,882 5,649 1.42% 1.42% 655 0 0.0% Q2 2026 Jul 30, 2026
Sunpointe, LLC History No change 23,841 5,641 1.6% 1.6% 656 0 0.0% Q2 2026 Jul 24, 2026
CORDA Investment Management, LLC. History No change 23,798 5,631 0.35% 0.35% 657 0 0.0% Q2 2026 Aug 06, 2026
Daniel Investment Group, Inc. History No change 23,748 5,619 3.33% 3.33% 658 0 0.0% Q2 2026 Aug 03, 2026
Junk Investment Group, LLC History No change 23,718 5,612 2.48% 2.48% 659 0 0.0% Q2 2026 Jul 29, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 23,714 5,611 0.89% 0.89% 660 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 23,689 5,605 0.2% 0.2% 661 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 23,646 5,595 0.34% 0.34% 662 0 0.0% Q2 2026 Aug 04, 2026
Global Financial Private Client, LLC History No change 23,617 5,588 1.52% 1.52% 663 0 0.0% Q2 2026 Jul 20, 2026
MONEY CONCEPTS CAPITAL CORP History No change 23,555 5,573 0.26% 0.26% 664 0 0.0% Q2 2026 Aug 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 23,485 5,557 0.56% 0.56% 665 0 0.0% Q2 2026 Jul 13, 2026
Fortis Advisors, LLC History No change 23,393 5,535 2.59% 2.59% 666 0 0.0% Q2 2026 Aug 13, 2026
Morton Capital Management LLC/CA History No change 23,346 5,524 0.76% 0.76% 667 0 0.0% Q2 2026 Jul 23, 2026
Chris Bulman Inc History No change 23,326 5,519 2.02% 2.02% 668 0 0.0% Q2 2026 Jul 22, 2026
Tempus Wealth Planning, LLC History No change 23,255 5,502 1.08% 1.08% 669 0 0.0% Q2 2026 Jul 22, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 23,241 5,499 2.63% 2.63% 670 0 0.0% Q2 2026 Aug 12, 2026
Mosley Wealth Management History No change 23,238 5,498 1.75% 1.75% 671 0 0.0% Q2 2026 Jul 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 23,067 5,458 0.73% 0.73% 672 0 0.0% Q2 2026 Jul 24, 2026
MilWealth Group LLC History No change 23,048 5,453 1.16% 1.16% 673 0 0.0% Q2 2026 Aug 03, 2026
Baring Financial LLC History Added to 23,320 5,440 2.91% 2.98% 674 +449 1.96% Q3 2026 Oct 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 22,855 5,407 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 28, 2026
Bravera Wealth History No change 22,772 5,388 2.07% 2.07% 676 0 0.0% Q2 2026 Jul 23, 2026
Mayflower Financial Advisors, LLC History No change 22,717 5,375 0.46% 0.46% 677 0 0.0% Q2 2026 Jul 09, 2026
Keystone Wealth Services, LLC History No change 22,691 5,369 1.0% 1.0% 678 0 0.0% Q2 2026 Aug 05, 2026
Calder Financial LLC History No change 22,440 5,309 5.0% 5.0% 679 0 0.0% Q2 2026 Jul 07, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 22,386 5,296 1.06% 1.06% 680 0 0.0% Q2 2026 Jul 08, 2026
Brady Martz Wealth Solutions, LLC History No change 22,353 5,289 0.8% 0.8% 681 0 0.0% Q2 2026 Jul 23, 2026
MATHER GROUP, LLC. History No change 22,173 5,246 0.05% 0.05% 682 0 0.0% Q2 2026 Jul 27, 2026
Hughes Financial Services, LLC History No change 22,148 5,240 0.69% 0.69% 683 0 0.0% Q2 2026 Jul 20, 2026
WCG Wealth Advisors LLC History No change 22,035 5,213 0.12% 0.12% 684 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History Reduced 22,031 5,140 0.38% 0.4% 685 -51 -0.23% Q3 2026 Oct 01, 2026
First Heartland Consultants, Inc. History Reduced 22,054 5,135 0.34% 0.34% 686 -278 -1.24% Q3 2026 Oct 08, 2026
Winthrop Advisory Group LLC History No change 21,704 5,135 0.35% 0.35% 687 0 0.0% Q2 2026 Jul 17, 2026
S&CO INC History No change 21,632 5,118 0.3% 0.3% 688 0 0.0% Q2 2026 Aug 06, 2026
Financial Insights, Inc. History No change 21,545 5,097 1.34% 1.34% 689 0 0.0% Q2 2026 Aug 25, 2026
Abbot Financial Management, Inc. History No change 21,517 5,091 1.74% 1.74% 690 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 21,472 5,080 0.62% 0.62% 691 0 0.0% Q2 2026 Jul 10, 2026
Per Stirling Capital Management, LLC. History No change 21,463 5,078 0.48% 0.48% 692 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 21,359 5,054 0.2% 0.2% 693 0 0.0% Q2 2026 Aug 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 21,362 5,054 0.39% 0.39% 694 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History No change 21,301 5,040 0.7% 0.7% 695 0 0.0% Q2 2026 Jul 09, 2026
Breakwater Investment Management History No change 21,278 5,034 1.71% 1.71% 696 0 0.0% Q2 2026 Aug 06, 2026
Garden State Investment Advisory Services LLC History No change 21,269 5,032 0.91% 0.91% 697 0 0.0% Q2 2026 Aug 11, 2026
Centurion Wealth Management LLC History No change 21,240 5,025 1.2% 1.2% 698 0 0.0% Q2 2026 Jul 09, 2026
Laird Norton Wetherby Trust Company, LLC History No change 21,224 5,022 0.1% 0.1% 699 0 0.0% Q2 2026 Aug 14, 2026
Friday Financial History No change 20,981 5,011 1.34% 1.34% 700 0 0.0% Q2 2026 Jul 09, 2026
EHRLICH FINANCIAL GROUP History No change 21,158 5,006 2.57% 2.57% 701 0 0.0% Q2 2026 Jul 09, 2026
Strategic Financial Group, LLC History Reduced 21,456 5,005 4.85% 7.77% 702 -12,833 -37.43% Q3 2026 Oct 08, 2026
CHANNEL WEALTH LLC History No change 21,143 5,002 1.12% 1.12% 703 0 0.0% Q2 2026 Aug 04, 2026
Advisors Capital Management, LLC History No change 21,094 4,991 0.05% 0.05% 704 0 0.0% Q2 2026 Aug 11, 2026
Blue Chip Partners, LLC History No change 21,075 4,986 0.31% 0.31% 705 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 21,055 4,981 0.13% 0.13% 706 0 0.0% Q2 2026 Aug 04, 2026
Sincerus Advisory, LLC History No change 21,054 4,981 3.38% 3.38% 707 0 0.0% Q2 2026 Jul 06, 2026
One Charles Private Wealth Services, LLC History No change 20,974 4,962 1.14% 1.14% 708 0 0.0% Q2 2026 Jul 15, 2026
UMB Bank, n.a. History No change 20,947 4,956 0.06% 0.06% 709 0 0.0% Q2 2026 Aug 13, 2026
Argo Wealth Advisory, LLC History No change 20,905 4,946 2.73% 2.73% 710 0 0.0% Q2 2026 Aug 07, 2026
Clear Harbor Asset Management, LLC History No change 20,870 4,938 0.3% 0.3% 711 0 0.0% Q2 2026 Aug 12, 2026
Prospect Financial Services LLC History No change 20,830 4,928 2.5% 2.5% 712 0 0.0% Q2 2026 Aug 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 20,698 4,897 0.08% 0.08% 713 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 20,512 4,853 0.17% 0.17% 714 0 0.0% Q2 2026 Jul 21, 2026
Greenspring Advisors, LLC History No change 20,513 4,853 0.27% 0.27% 715 0 0.0% Q2 2026 Aug 11, 2026
Elevation Capital Advisory, LLC History No change 20,472 4,844 1.87% 1.87% 716 0 0.0% Q2 2026 Jul 27, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 20,435 4,835 0.74% 0.74% 717 0 0.0% Q2 2026 Jul 14, 2026
CSM Advisors, LLC History No change 20,400 4,827 0.1% 0.1% 718 0 0.0% Q2 2026 Aug 14, 2026
OPTIMA CAPITAL LLC History No change 20,337 4,812 1.9% 1.9% 719 0 0.0% Q2 2026 Jul 24, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 20,309 4,805 0.63% 0.63% 720 0 0.0% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History No change 20,286 4,800 0.14% 0.14% 721 0 0.0% Q2 2026 Jul 27, 2026
Financial Engines Advisors L.L.C. History No change 20,240 4,789 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 20,216 4,783 1.25% 1.25% 723 0 0.0% Q2 2026 Jul 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 20,096 4,755 0.12% 0.12% 724 0 0.0% Q2 2026 Jul 20, 2026
Private Advisory Group LLC History No change 19,973 4,726 0.25% 0.25% 725 0 0.0% Q2 2026 Aug 06, 2026
Tower View Wealth Management LLC History No change 19,940 4,718 2.07% 2.07% 726 0 0.0% Q2 2026 Jul 24, 2026
Cannon Wealth Management Services, LLC History No change 19,811 4,687 2.56% 2.56% 727 0 0.0% Q2 2026 Aug 11, 2026
New Insight Wealth Advisors History No change 19,806 4,686 1.38% 1.38% 728 0 0.0% Q2 2026 Jul 27, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 19,706 4,662 2.38% 2.38% 729 0 0.0% Q2 2026 Jul 20, 2026
Baron Wealth Management LLC History No change 19,686 4,658 1.21% 1.21% 730 0 0.0% Q2 2026 Jul 07, 2026
JMG Financial Group, Ltd. History No change 19,664 4,652 0.11% 0.11% 731 0 0.0% Q2 2026 Jul 31, 2026
Intelligent Financial Strategies History No change 19,644 4,648 2.24% 2.24% 732 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 19,116 4,585 0.08% 0.08% 733 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 19,116 4,585 0.08% 0.08% 734 0 0.0% Q2 2026 Jul 29, 2026
DIVERSIFIED MANAGEMENT INC History Added to 19,640 4,582 0.8% 0.97% 735 +391 2.03% Q3 2026 Oct 08, 2026
Zhang Financial LLC History No change 19,251 4,555 0.13% 0.13% 736 0 0.0% Q2 2026 Jul 30, 2026
FLC Capital Advisors History No change 19,233 4,550 0.73% 0.73% 737 0 0.0% Q2 2026 Jul 20, 2026
Riverpoint Wealth Management Holdings, LLC History No change 19,205 4,544 0.83% 0.83% 738 0 0.0% Q2 2026 Jul 27, 2026
Columbia Asset Management History No change 19,204 4,543 0.79% 0.79% 739 0 0.0% Q2 2026 Jul 21, 2026
GSG Advisors LLC History No change 18,925 4,478 0.99% 0.99% 740 0 0.0% Q2 2026 Aug 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 18,913 4,475 0.7% 0.7% 741 0 0.0% Q2 2026 Aug 07, 2026
Avant Capital LLC History No change 18,892 4,470 2.8% 2.8% 742 0 0.0% Q2 2026 Aug 12, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 18,850 4,460 3.08% 3.08% 743 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 18,842 4,458 0.13% 0.13% 744 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 18,808 4,450 1.14% 1.14% 745 0 0.0% Q2 2026 Aug 07, 2026
CPA Asset Management Group, LLC History No change 18,761 4,439 1.28% 1.28% 746 0 0.0% Q2 2026 Jul 09, 2026
Bell Investment Advisors, Inc History No change 18,682 4,420 0.65% 0.65% 747 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 18,611 4,403 0.09% 0.09% 748 0 0.0% Q2 2026 Aug 06, 2026
SIMON QUICK ADVISORS, LLC History No change 18,570 4,394 0.18% 0.18% 749 0 0.0% Q2 2026 Jul 28, 2026
Kaydan Wealth Management, Inc. History Reduced 18,722 4,368 1.5% 1.42% 750 -934 -4.75% Q3 2026 Oct 08, 2026
Smartleaf Asset Management LLC History No change 18,514 4,368 0.14% 0.14% 751 0 0.0% Q2 2026 Aug 12, 2026
Garrett Wealth Advisory Group, LLC History No change 18,361 4,344 0.67% 0.67% 752 0 0.0% Q2 2026 Aug 04, 2026
Jacobi Capital Management LLC History No change 18,355 4,343 0.21% 0.21% 753 0 0.0% Q2 2026 Jul 31, 2026
Glen Eagle Advisors, LLC History No change 18,227 4,312 0.54% 0.54% 754 0 0.0% Q2 2026 Aug 14, 2026
Royal Fund Management, LLC History No change 18,067 4,275 0.36% 0.36% 755 0 0.0% Q2 2026 Jul 20, 2026
BAILARD, INC. History No change 18,062 4,273 0.09% 0.09% 756 0 0.0% Q2 2026 Jul 30, 2026
McNamara Financial Services, Inc. History No change 18,046 4,269 0.74% 0.74% 757 0 0.0% Q2 2026 Jul 22, 2026
Embree Financial Group History No change 18,017 4,263 0.43% 0.43% 758 0 0.0% Q2 2026 Jul 15, 2026
CoreFirst Bank & Trust History No change 17,997 4,258 2.12% 2.12% 759 0 0.0% Q2 2026 Aug 05, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 17,919 4,257 1.67% 1.67% 760 0 0.0% Q2 2026 Aug 12, 2026
Post Resch Tallon Group Inc. History No change 17,710 4,190 2.9% 2.9% 761 0 0.0% Q2 2026 Jul 07, 2026
Formidable Asset Management, LLC History No change 19,419 4,176 0.66% 0.66% 762 0 0.0% Q2 2026 Jul 17, 2026
MRWM Advisors, LLC History No change 17,597 4,163 1.71% 1.71% 763 0 0.0% Q2 2026 Jul 28, 2026
Conservest Capital Advisors, Inc. History No change 17,591 4,162 0.33% 0.33% 764 0 0.0% Q2 2026 Jul 22, 2026
UPTICK PARTNERS, LLC History No change 17,503 4,141 0.64% 0.64% 765 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 17,373 4,128 0.59% 0.59% 766 0 0.0% Q2 2026 Aug 06, 2026
STEINBERGANNA WEALTH MANAGEMENT History No change 17,416 4,120 1.67% 1.67% 767 0 0.0% Q2 2026 Aug 04, 2026
Mosaic Advisors LLC History No change 17,406 4,118 5.52% 5.52% 768 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 17,391 4,115 0.04% 0.04% 769 0 0.0% Q2 2026 Jul 28, 2026
Oxler Private Wealth LLC History No change 17,350 4,105 1.17% 1.17% 770 0 0.0% Q2 2026 Aug 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 17,290 4,091 0.06% 0.06% 771 0 0.0% Q2 2026 Aug 03, 2026
Linscomb Wealth, Inc. History No change 17,276 4,087 0.18% 0.18% 772 0 0.0% Q2 2026 Jul 31, 2026
Financial Solutions Advisory Group, Inc. History No change 17,088 4,077 0.52% 0.52% 773 0 0.0% Q2 2026 Jul 13, 2026
Heritage Trust Co History No change 17,185 4,066 0.35% 0.35% 774 0 0.0% Q2 2026 Aug 06, 2026
Fonville Wealth Management LLC History No change 17,186 4,066 0.66% 0.66% 775 0 0.0% Q2 2026 Jul 28, 2026
FMA Wealth Management, LLC History No change 17,162 4,060 2.6% 2.6% 776 0 0.0% Q2 2026 Jul 09, 2026
MSH Capital Advisors LLC History No change 17,147 4,057 0.71% 0.71% 777 0 0.0% Q2 2026 Aug 10, 2026
Novak & Powell Financial Services, Inc. History No change 17,135 4,054 1.91% 1.91% 778 0 0.0% Q2 2026 Aug 11, 2026
BridgePort Financial Solutions, LLC History No change 17,022 4,027 1.03% 1.03% 779 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 17,004 4,023 0.24% 0.24% 780 0 0.0% Q2 2026 Aug 05, 2026
Gratus Wealth Advisors, LLC History No change 16,917 4,002 0.51% 0.51% 781 0 0.0% Q2 2026 Jul 20, 2026
Opus Financial Solutions LLC History No change 16,879 3,993 3.22% 3.22% 782 0 0.0% Q2 2026 Jul 24, 2026
Smith Partners Wealth Management, LLC History No change 16,875 3,992 3.17% 3.17% 783 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 16,867 3,991 0.14% 0.14% 784 0 0.0% Q2 2026 Jul 27, 2026
Rooted Wealth Advisors, Inc. History No change 16,852 3,987 0.98% 0.98% 785 0 0.0% Q2 2026 Jul 28, 2026
10Elms LLP History No change 16,843 3,985 1.69% 1.69% 786 0 0.0% Q2 2026 Aug 14, 2026
Private Capital Management, LLC History No change 16,830 3,982 0.35% 0.35% 787 0 0.0% Q2 2026 Aug 14, 2026
Elmwood Wealth Management, Inc. History No change 16,780 3,970 0.99% 0.99% 788 0 0.0% Q2 2026 Jul 07, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 16,745 3,962 0.42% 0.42% 789 0 0.0% Q2 2026 Aug 12, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 16,829 3,953 0.23% 0.23% 790 0 0.0% Q2 2026 Jul 29, 2026
Whipplewood Advisors, LLC History No change 16,664 3,943 2.65% 2.65% 791 0 0.0% Q2 2026 Jul 27, 2026
Tranquility Partners, LLC History No change 16,627 3,934 1.35% 1.35% 792 0 0.0% Q2 2026 Jul 23, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 16,455 3,893 1.93% 1.93% 793 0 0.0% Q2 2026 Jul 07, 2026
Safeguard Investment Advisory Group, LLC History No change 16,326 3,863 0.89% 0.89% 794 0 0.0% Q2 2026 Aug 13, 2026
Dupree Financial Group, LLC History No change 16,325 3,862 1.45% 1.45% 795 0 0.0% Q2 2026 Jul 23, 2026
L. Roy Papp & Associates, LLP History No change 16,295 3,855 0.41% 0.41% 796 0 0.0% Q2 2026 Jul 23, 2026
Miller Investment Management, LP History No change 16,293 3,855 0.35% 0.35% 797 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 16,288 3,854 0.06% 0.06% 798 0 0.0% Q2 2026 Jul 14, 2026
TBH Global Asset Management, LLC History No change 16,277 3,851 0.71% 0.71% 799 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Retirement, LLC History No change 16,220 3,837 0.21% 0.21% 800 0 0.0% Q2 2026 Aug 12, 2026
Axis Wealth Partners, LLC History No change 16,079 3,804 1.83% 1.83% 801 0 0.0% Q2 2026 Jul 28, 2026
Venturi Wealth Management, LLC History No change 16,059 3,799 0.15% 0.15% 802 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 16,040 3,795 0.03% 0.03% 803 0 0.0% Q2 2026 Sep 23, 2026
EQUITABLE TRUST CO History No change 15,925 3,768 0.16% 0.16% 804 0 0.0% Q2 2026 Jul 23, 2026
Farrell Financial LLC History No change 15,904 3,763 2.04% 2.04% 805 0 0.0% Q2 2026 Jul 10, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 15,855 3,751 1.43% 1.43% 806 0 0.0% Q2 2026 Jul 30, 2026
Good Harbor Advisors, Inc. History No change 15,828 3,745 3.66% 3.66% 807 0 0.0% Q2 2026 Jul 17, 2026
Kaizen Financial Strategies History No change 15,809 3,738 1.21% 1.21% 808 0 0.0% Q2 2026 Jul 30, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 15,782 3,734 0.61% 0.61% 809 0 0.0% Q2 2026 Jul 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 15,768 3,731 0.26% 0.26% 810 0 0.0% Q2 2026 Jul 07, 2026
WealthPlan Investment Management, LLC History No change 15,696 3,713 0.18% 0.18% 811 0 0.0% Q2 2026 Jul 28, 2026
Eagle Strategies LLC History No change 15,626 3,697 0.37% 0.37% 812 0 0.0% Q2 2026 Jul 21, 2026
Guilbault Capital LLC History No change 15,628 3,697 3.71% 3.71% 813 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Financial Management LLC History No change 15,608 3,693 2.96% 2.96% 814 0 0.0% Q2 2026 Aug 28, 2026
Accel Wealth Management History No change 15,573 3,684 0.83% 0.83% 815 0 0.0% Q2 2026 Jul 10, 2026
Wilson & Boucher Capital Management, LLC History No change 15,537 3,676 2.16% 2.16% 816 0 0.0% Q2 2026 Aug 18, 2026
Galvin, Gaustad & Stein, LLC History Added to 15,750 3,674 0.28% 0.27% 817 +130 0.83% Q3 2026 Oct 08, 2026
Argent Trust Co History No change 15,487 3,664 0.11% 0.11% 818 0 0.0% Q2 2026 Aug 06, 2026
21 West Wealth Management LLC History No change 15,475 3,661 3.13% 3.13% 819 0 0.0% Q2 2026 Jul 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 15,465 3,659 0.04% 0.04% 820 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 15,466 3,659 0.72% 0.72% 821 0 0.0% Q2 2026 Aug 03, 2026
Financial Guidance Group, Inc. History No change 15,443 3,654 1.37% 1.37% 822 0 0.0% Q2 2026 Jul 22, 2026
Buttonwood Financial Advisors Inc. History No change 15,424 3,649 1.11% 1.11% 823 0 0.0% Q2 2026 Jul 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 15,402 3,644 0.98% 0.98% 824 0 0.0% Q2 2026 Aug 07, 2026
MOKAN Wealth Management Inc. History No change 15,351 3,631 1.39% 1.39% 825 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, Inc. History No change 15,308 3,622 0.12% 0.12% 826 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 15,237 3,605 0.04% 0.04% 827 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 15,181 3,592 0.08% 0.08% 828 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 15,123 3,578 0.05% 0.05% 829 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 15,082 3,568 0.22% 0.22% 830 0 0.0% Q2 2026 Jul 13, 2026
Empower Advisory Group, LLC History No change 15,023 3,554 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 12, 2026
Brindle & Bay Financial Advisors, LLC History No change 15,005 3,550 1.78% 1.78% 832 0 0.0% Q2 2026 Jul 20, 2026
SVB WEALTH LLC History No change 14,939 3,534 0.22% 0.22% 833 0 0.0% Q2 2026 Jul 17, 2026
LGL PARTNERS, LLC History No change 14,891 3,523 1.29% 1.29% 834 0 0.0% Q2 2026 Jul 27, 2026
SeaCrest Wealth Management, LLC History No change 14,847 3,513 0.39% 0.39% 835 0 0.0% Q2 2026 Jul 09, 2026
Innova Wealth Partners History No change 14,814 3,505 1.43% 1.43% 836 0 0.0% Q2 2026 Jul 15, 2026
D'Orazio & Associates, Inc. History No change 14,791 3,499 0.4% 0.4% 837 0 0.0% Q2 2026 Jul 28, 2026
Bath Savings Trust Co History Added to 14,996 3,498 0.36% 0.36% 838 +450 3.09% Q3 2026 Oct 07, 2026
HAZLETT, BURT & WATSON, INC. History No change 14,725 3,483 0.92% 0.92% 839 0 0.0% Q2 2026 Jul 30, 2026
Transamerica Financial Advisors, LLC History No change 14,713 3,481 0.29% 0.29% 840 0 0.0% Q2 2026 Aug 14, 2026
Aspetuck Financial Management LLC History No change 14,673 3,471 2.04% 2.04% 841 0 0.0% Q2 2026 Aug 11, 2026
Next Capital Management LLC History No change 14,624 3,460 0.93% 0.93% 842 0 0.0% Q2 2026 Aug 03, 2026
STOCK YARDS BANK & TRUST CO History No change 14,604 3,455 0.1% 0.1% 843 0 0.0% Q2 2026 Aug 19, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 14,781 3,448 0.68% 0.75% 844 -1,526 -9.36% Q3 2026 Oct 07, 2026
Relyea Zuckerberg Hanson LLC History No change 14,564 3,446 0.29% 0.29% 845 0 0.0% Q2 2026 Jul 16, 2026
St. Clair Advisors, LLC History No change 14,565 3,446 0.89% 0.89% 846 0 0.0% Q2 2026 Jul 06, 2026
Facet Wealth, Inc. History No change 14,504 3,431 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 14,490 3,428 0.03% 0.03% 848 0 0.0% Q2 2026 Jul 30, 2026
Leo H. Evart, Inc. History No change 14,473 3,424 2.7% 2.7% 849 0 0.0% Q2 2026 Aug 17, 2026
Arrowroot Family Office, LLC History No change 14,459 3,421 0.98% 0.98% 850 0 0.0% Q2 2026 Aug 06, 2026
Finward Bancorp History No change 14,416 3,411 2.59% 2.59% 851 0 0.0% Q2 2026 Jul 16, 2026
Lynx Investment Advisory History No change 14,397 3,406 1.12% 1.12% 852 0 0.0% Q2 2026 Jul 27, 2026
AAFMAA Wealth Management & Trust LLC History No change 14,374 3,401 1.19% 1.19% 853 0 0.0% Q2 2026 Jul 08, 2026
AWM CAPITAL, LLC History No change 14,362 3,398 0.27% 0.27% 854 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 14,359 3,397 0.11% 0.11% 855 0 0.0% Q2 2026 Jul 31, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 14,323 3,389 1.28% 1.28% 856 0 0.0% Q2 2026 Aug 05, 2026
Madden Advisory Services, Inc. History No change 14,293 3,382 1.21% 1.21% 857 0 0.0% Q2 2026 Aug 04, 2026
Southeast Asset Advisors, LLC History No change 14,284 3,379 0.34% 0.34% 858 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 14,273 3,377 0.18% 0.18% 859 0 0.0% Q2 2026 Jul 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 14,259 3,373 0.05% 0.05% 860 0 0.0% Q2 2026 Aug 11, 2026
Texas Capital Bank Wealth Management Services Inc History No change 14,214 3,363 0.18% 0.18% 861 0 0.0% Q2 2026 Aug 07, 2026
Tyche Wealth Partners LLC History No change 14,101 3,336 0.47% 0.47% 862 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 14,085 3,332 0.04% 0.04% 863 0 0.0% Q2 2026 Aug 04, 2026
BANK OF HAWAII History No change 14,073 3,329 0.16% 0.16% 864 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 15,474 3,327 0.09% 0.09% 865 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL CITY TRUST CO/FL History No change 14,056 3,325 0.69% 0.69% 866 0 0.0% Q2 2026 Aug 04, 2026
Wilkins Miller Wealth Management, LLC History No change 14,021 3,317 1.82% 1.82% 867 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 13,997 3,312 0.04% 0.04% 868 0 0.0% Q2 2026 Aug 10, 2026
Sterling Wealth Advisors Inc History No change 13,978 3,307 1.8% 1.8% 869 0 0.0% Q2 2026 Jul 23, 2026
Affiance Financial, LLC History No change 13,972 3,306 0.48% 0.48% 870 0 0.0% Q2 2026 Jul 09, 2026
BERNZOTT CAPITAL ADVISORS History No change 13,916 3,292 1.32% 1.32% 871 0 0.0% Q2 2026 Jul 21, 2026
FIRST NATIONAL TRUST CO History No change 13,908 3,290 0.11% 0.11% 872 0 0.0% Q2 2026 Jul 30, 2026
Fiduciary Alliance LLC History No change 13,904 3,289 0.22% 0.22% 873 0 0.0% Q2 2026 Jul 20, 2026
Landmark Wealth Management, LLC History No change 13,858 3,279 0.78% 0.78% 874 0 0.0% Q2 2026 Aug 10, 2026
W1M Asset Management Ltd History No change 13,834 3,272 0.03% 0.03% 875 0 0.0% Q2 2026 Aug 12, 2026
Forza Wealth Management, LLC History No change 13,797 3,264 1.0% 1.0% 876 0 0.0% Q2 2026 Jul 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 13,700 3,241 0.32% 0.32% 877 0 0.0% Q2 2026 Jul 31, 2026
Graetz Wealth LLC History No change 13,699 3,241 2.59% 2.59% 878 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 13,673 3,235 0.4% 0.4% 879 0 0.0% Q2 2026 Aug 11, 2026
Emerald Advisors, LLC History No change 13,659 3,232 0.41% 0.41% 880 0 0.0% Q2 2026 Jul 20, 2026
WFA of San Diego, LLC History No change 13,076 3,224 2.64% 2.64% 881 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 13,619 3,222 0.29% 0.29% 882 0 0.0% Q2 2026 Jul 20, 2026
Perennial Investment Advisors, LLC History No change 13,604 3,219 0.21% 0.21% 883 0 0.0% Q2 2026 Aug 14, 2026
SRH ADVISORS, LLC History No change 13,432 3,178 0.81% 0.81% 884 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 13,412 3,173 0.01% 0.01% 885 0 0.0% Q2 2026 Jul 30, 2026
Pekin Hardy Strauss, Inc. History No change 13,403 3,171 0.28% 0.28% 886 0 0.0% Q2 2026 Jul 30, 2026
American Trust History No change 13,369 3,163 0.24% 0.24% 887 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 13,292 3,145 0.05% 0.05% 888 0 0.0% Q2 2026 Jul 15, 2026
Klaas Financial Asset Advisors, LLC History No change 13,274 3,140 0.39% 0.39% 889 0 0.0% Q2 2026 Jul 15, 2026
Dorsey & Whitney Trust CO LLC History No change 13,261 3,137 0.15% 0.15% 890 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 13,260 3,135 0.19% 0.19% 891 0 0.0% Q2 2026 Jul 22, 2026
Archford Capital Strategies, LLC History No change 13,163 3,114 0.32% 0.32% 892 0 0.0% Q2 2026 Jul 17, 2026
Citizens National Bank Trust Department History No change 13,163 3,114 0.46% 0.46% 893 0 0.0% Q2 2026 Jul 22, 2026
FOCUSED ALPHA, LLC History No change 13,047 3,087 0.79% 0.79% 894 0 0.0% Q2 2026 Aug 07, 2026
Caldwell Trust Co History No change 13,040 3,085 0.25% 0.25% 895 0 0.0% Q2 2026 Aug 03, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 13,006 3,077 0.39% 0.39% 896 0 0.0% Q2 2026 Aug 25, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 12,986 3,072 0.25% 0.25% 897 0 0.0% Q2 2026 Jul 28, 2026
Miramar Capital, LLC History No change 12,942 3,062 0.67% 0.67% 898 0 0.0% Q2 2026 Jul 27, 2026
Montecito Bank & Trust History Reduced 13,095 3,055 0.46% 0.46% 899 -30 -0.23% Q3 2026 Oct 01, 2026
Joseph P. Lucia & Associates, LLC History No change 12,868 3,044 0.92% 0.92% 900 0 0.0% Q2 2026 Aug 07, 2026
Oliver Luxxe Assets LLC History No change 12,864 3,043 0.45% 0.45% 901 0 0.0% Q2 2026 Jul 09, 2026
Aviance Capital Partners, LLC History No change 12,845 3,039 0.32% 0.32% 902 0 0.0% Q2 2026 Jul 30, 2026
Beacon Bridge Wealth Partners, LLC History No change 12,778 3,023 0.86% 0.86% 903 0 0.0% Q2 2026 Aug 05, 2026
Gouws Capital LLC History No change 12,770 3,021 1.41% 1.41% 904 0 0.0% Q2 2026 Jul 13, 2026
SONATA CAPITAL GROUP INC History No change 12,708 3,007 0.97% 0.97% 905 0 0.0% Q2 2026 Jul 24, 2026
Sugar Maple Asset Management, LLC History No change 12,703 3,005 1.94% 1.94% 906 0 0.0% Q2 2026 Jul 28, 2026
Asset One Wealth Management LLC History No change 12,634 2,998 0.32% 0.32% 907 0 0.0% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History No change 12,549 2,996 0.1% 0.1% 908 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Management, Inc. History No change 12,644 2,991 0.43% 0.43% 909 0 0.0% Q2 2026 Jul 16, 2026
LeClair Wealth Partners LLC History No change 12,599 2,981 1.54% 1.54% 910 0 0.0% Q2 2026 Aug 04, 2026
Verity & Verity, LLC History No change 12,557 2,971 0.2% 0.2% 911 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 12,473 2,951 0.22% 0.22% 912 0 0.0% Q2 2026 Sep 15, 2026
71 West Capital Partners History No change 12,442 2,944 0.1% 0.1% 913 0 0.0% Q2 2026 Aug 04, 2026
REGIONS FINANCIAL CORP History No change 12,371 2,927 0.02% 0.02% 914 0 0.0% Q2 2026 Aug 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 12,361 2,924 0.06% 0.06% 915 0 0.0% Q2 2026 Jul 17, 2026
BAXTER BROS INC History No change 12,280 2,905 0.34% 0.34% 916 0 0.0% Q2 2026 Aug 06, 2026
Evercore Wealth Management, LLC History No change 12,260 2,901 0.04% 0.04% 917 0 0.0% Q2 2026 Aug 14, 2026
Cornell Pochily Investment Advisors, Inc. History No change 12,258 2,900 0.78% 0.78% 918 0 0.0% Q2 2026 Jul 15, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 12,243 2,897 0.11% 0.11% 919 0 0.0% Q2 2026 Aug 18, 2026
Walkner Condon Financial Advisors LLC History No change 12,230 2,893 0.33% 0.33% 920 0 0.0% Q2 2026 Jul 27, 2026
BURLING WEALTH PARTNERS, LLC History No change 12,193 2,885 0.42% 0.42% 921 0 0.0% Q2 2026 Aug 04, 2026
Sunburst Financial Group, LLC History No change 12,158 2,876 0.47% 0.47% 922 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE TRUST CO NA History No change 12,125 2,869 0.23% 0.23% 923 0 0.0% Q2 2026 Jul 28, 2026
Peak Retirement Planning, Inc. History No change 12,101 2,863 0.45% 0.45% 924 0 0.0% Q2 2026 Aug 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 12,031 2,856 0.92% 0.92% 925 0 0.0% Q2 2026 Jul 23, 2026
EARNED WEALTH ADVISORS, LLC History No change 12,067 2,855 0.18% 0.18% 926 0 0.0% Q2 2026 Aug 14, 2026
Sage Investment Advisers LLC History No change 12,069 2,855 1.92% 1.92% 927 0 0.0% Q2 2026 Jul 09, 2026
Madison Asset Management, LLC History No change 12,022 2,844 0.03% 0.03% 928 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Capital Partners, LLC History No change 12,003 2,840 1.17% 1.17% 929 0 0.0% Q2 2026 Jul 09, 2026
Crewe Advisors LLC History No change 11,954 2,828 0.2% 0.2% 930 0 0.0% Q2 2026 Jul 23, 2026
Advocate Investing Services LLC History No change 11,917 2,819 2.17% 2.17% 931 0 0.0% Q2 2026 Jul 28, 2026
Nicholson Meyer Capital Management, Inc. History No change 11,903 2,816 1.88% 1.88% 932 0 0.0% Q2 2026 Jul 21, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 11,887 2,812 0.28% 0.28% 933 0 0.0% Q2 2026 Jul 22, 2026
ASO GROUP Ltd History No change 11,880 2,811 1.19% 1.19% 934 0 0.0% Q2 2026 Aug 03, 2026
PHILADELPHIA TRUST CO History No change 11,843 2,802 0.18% 0.18% 935 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 11,845 2,802 0.13% 0.13% 936 0 0.0% Q2 2026 Jul 23, 2026
Charter Capital Management, LLC\DE History No change 11,843 2,802 1.24% 1.24% 937 0 0.0% Q2 2026 Jul 24, 2026
BECKER CAPITAL MANAGEMENT INC History No change 11,783 2,788 0.07% 0.07% 938 0 0.0% Q2 2026 Jul 31, 2026
Revisor Wealth Management LLC History No change 11,787 2,788 0.67% 0.67% 939 0 0.0% Q2 2026 Jul 21, 2026
TOWER BRIDGE ADVISORS History No change 11,701 2,768 0.25% 0.25% 940 0 0.0% Q2 2026 Aug 12, 2026
American Institute for Advanced Investment Management, LLP History No change 11,666 2,760 1.59% 1.59% 941 0 0.0% Q2 2026 Jul 21, 2026
Opus Capital Group, LLC History No change 11,662 2,759 0.27% 0.27% 942 0 0.0% Q2 2026 Jul 31, 2026
ADVISORY RESEARCH INC History No change 11,658 2,758 0.28% 0.28% 943 0 0.0% Q2 2026 Aug 13, 2026
Weinberger Asset Management, Inc History No change 11,394 2,736 0.88% 0.88% 944 0 0.0% Q2 2026 Aug 05, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 11,556 2,734 0.5% 0.5% 945 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 11,514 2,721 0.01% 0.01% 946 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 11,495 2,719 0.17% 0.17% 947 0 0.0% Q2 2026 Jul 23, 2026
Equity Wealth Partners, LLC History No change 11,491 2,718 0.98% 0.98% 948 0 0.0% Q2 2026 Jul 27, 2026
AIMZ Investment Advisors, LLC History No change 11,485 2,717 0.75% 0.75% 949 0 0.0% Q2 2026 Aug 13, 2026
Latitude Advisors, LLC History No change 11,461 2,711 1.08% 1.08% 950 0 0.0% Q2 2026 Jul 27, 2026
CGN Advisors LLC History No change 11,441 2,707 0.2% 0.2% 951 0 0.0% Q2 2026 Jul 06, 2026
Thrive Capital Management, LLC History No change 11,421 2,702 0.51% 0.51% 952 0 0.0% Q2 2026 Aug 05, 2026
Vision Retirement, LLC History No change 11,411 2,699 0.65% 0.65% 953 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 11,367 2,689 0.34% 0.34% 954 0 0.0% Q2 2026 Aug 11, 2026
ROBERTS GLORE & CO INC /IL/ History No change 11,339 2,682 0.66% 0.66% 955 0 0.0% Q2 2026 Aug 10, 2026
Andrews Advisory Associates, LLC History No change 11,299 2,673 1.28% 1.28% 956 0 0.0% Q2 2026 Jul 17, 2026
Lansing Street Advisors History No change 11,287 2,670 0.57% 0.57% 957 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 11,261 2,664 0.09% 0.09% 958 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 11,233 2,657 0.35% 0.35% 959 0 0.0% Q2 2026 Aug 04, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 11,209 2,652 1.12% 1.12% 960 0 0.0% Q2 2026 Aug 11, 2026
EQ WEALTH ADVISORS, LLC History No change 11,203 2,650 1.46% 1.46% 961 0 0.0% Q2 2026 Jul 24, 2026
Pitti Group Wealth Management, LLC History No change 11,189 2,647 1.93% 1.93% 962 0 0.0% Q2 2026 Aug 12, 2026
Evanson Financial, LLC History No change 11,191 2,647 0.13% 0.13% 963 0 0.0% Q2 2026 Jul 07, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 11,179 2,645 2.17% 2.17% 964 0 0.0% Q2 2026 Jul 23, 2026
Continuum Advisory, LLC History No change 11,160 2,640 0.21% 0.21% 965 0 0.0% Q2 2026 Aug 06, 2026
Colter Lewis Investment Partners LLC History No change 11,150 2,638 1.17% 1.17% 966 0 0.0% Q2 2026 Aug 14, 2026
FC Advisory LLC History Added to 11,305 2,637 0.69% 0.65% 967 +904 8.69% Q3 2026 Oct 05, 2026
Certified Advisory Corp History No change 11,147 2,637 0.21% 0.21% 968 0 0.0% Q2 2026 Jul 16, 2026
Williams Jones Wealth Management, LLC. History No change 11,051 2,614 0.03% 0.03% 969 0 0.0% Q2 2026 Aug 05, 2026
Trademark Financial Management, LLC History No change 10,969 2,595 1.06% 1.06% 970 0 0.0% Q2 2026 Jul 27, 2026
Duncan Williams Asset Management, LLC History No change 10,967 2,594 0.58% 0.58% 971 0 0.0% Q2 2026 Jul 22, 2026
Van Hulzen Asset Management, LLC History No change 10,883 2,575 0.18% 0.18% 972 0 0.0% Q2 2026 Aug 13, 2026
TPG Advisors LLC History No change 10,855 2,568 1.41% 1.41% 973 0 0.0% Q2 2026 Jul 29, 2026
KWMG, LLC History Reduced 10,965 2,558 0.18% 0.19% 974 -292 -2.59% Q3 2026 Oct 07, 2026
Independent Advisor Alliance History No change 10,809 2,557 0.06% 0.06% 975 0 0.0% Q2 2026 Aug 12, 2026
Petix & Botte Co History No change 10,764 2,547 0.51% 0.51% 976 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History No change 10,915 2,546 0.22% 0.23% 977 0 0.0% Q3 2026 Oct 01, 2026
Amplius Wealth Advisors, LLC History No change 10,763 2,546 0.19% 0.19% 978 0 0.0% Q2 2026 Jul 17, 2026
WNY Asset Management, LLC History No change 10,726 2,538 0.23% 0.23% 979 0 0.0% Q2 2026 Aug 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 10,713 2,534 0.12% 0.12% 980 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 10,693 2,530 0.17% 0.17% 981 0 0.0% Q2 2026 Jul 20, 2026
Centennial Advisors, LLC History No change 10,652 2,520 3.01% 3.01% 982 0 0.0% Q2 2026 Jul 27, 2026
WEDBUSH SECURITIES INC History No change 10,629 2,515 0.06% 0.06% 983 0 0.0% Q2 2026 Jul 28, 2026
Ballast Financial Advisors LLC History No change 10,602 2,508 2.27% 2.27% 984 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 10,579 2,503 0.15% 0.15% 985 0 0.0% Q2 2026 Aug 12, 2026
Keel Point, LLC History No change 10,566 2,500 0.15% 0.15% 986 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 10,560 2,498 0.07% 0.07% 987 0 0.0% Q2 2026 Aug 07, 2026
Thayer Partners, LLC / MA History No change 10,538 2,493 1.03% 1.03% 988 0 0.0% Q2 2026 Jul 31, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 10,496 2,483 0.59% 0.59% 989 0 0.0% Q2 2026 Jul 15, 2026
Capstone Wealth Management Group, Inc. History No change 10,469 2,477 1.49% 1.49% 990 0 0.0% Q2 2026 Jul 27, 2026
Smith Salley Wealth Management History No change 10,430 2,468 0.11% 0.11% 991 0 0.0% Q2 2026 Jul 23, 2026
Black Diamond Financial, LLC History No change 10,416 2,464 0.22% 0.22% 992 0 0.0% Q2 2026 Aug 04, 2026
Range Advisory, LLC History No change 10,369 2,453 0.29% 0.29% 993 0 0.0% Q2 2026 Sep 02, 2026
CJM Wealth Advisers, Ltd. History No change 10,313 2,440 0.64% 0.64% 994 0 0.0% Q2 2026 Jul 17, 2026
Leeward Financial Partners, LLC History No change 10,309 2,439 0.64% 0.64% 995 0 0.0% Q2 2026 Aug 06, 2026
Macco Financial Group, Inc. History No change 10,243 2,423 1.57% 1.57% 996 0 0.0% Q2 2026 Aug 07, 2026
Oakmont Advisory Group, LLC History No change 10,244 2,423 2.04% 2.04% 997 0 0.0% Q2 2026 Aug 03, 2026
Tudor Financial Inc. History No change 10,210 2,415 1.09% 1.09% 998 0 0.0% Q2 2026 Aug 10, 2026
Richard C. Young & CO., LTD. History No change 10,182 2,409 0.18% 0.18% 999 0 0.0% Q2 2026 Jul 28, 2026
SageView Advisory Group, LLC History No change 10,169 2,406 0.08% 0.08% 1000 0 0.0% Q2 2026 Aug 10, 2026
CFS Investment Advisory Services, LLC History No change 10,036 2,394 0.16% 0.16% 1001 0 0.0% Q2 2026 Jul 16, 2026
BOS Asset Management, LLC History No change 10,114 2,393 0.56% 0.56% 1002 0 0.0% Q2 2026 Jul 13, 2026
LRI Investments, LLC History No change 10,093 2,388 0.19% 0.19% 1003 0 0.0% Q2 2026 Jul 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 10,225 2,385 0.69% 0.7% 1004 0 0.0% Q3 2026 Oct 05, 2026
Meridian Financial Advisors, LLC History No change 10,018 2,370 1.14% 1.14% 1005 0 0.0% Q2 2026 Jul 22, 2026
Cassaday & Co Wealth Management LLC History No change 9,976 2,360 0.04% 0.04% 1006 0 0.0% Q2 2026 Aug 10, 2026
RPG Investment Advisory, LLC History No change 9,958 2,356 0.24% 0.24% 1007 0 0.0% Q2 2026 Aug 04, 2026
EXCALIBUR MANAGEMENT CORP History No change 9,953 2,355 0.78% 0.78% 1008 0 0.0% Q2 2026 Aug 03, 2026
KDT Advisors, LLC History No change 9,940 2,352 3.25% 3.25% 1009 0 0.0% Q2 2026 Jul 31, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 9,940 2,352 1.42% 1.42% 1010 0 0.0% Q2 2026 Aug 13, 2026
LOWE BROCKENBROUGH & CO INC History No change 9,926 2,348 0.1% 0.1% 1011 0 0.0% Q2 2026 Aug 03, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 9,866 2,334 1.2% 1.2% 1012 0 0.0% Q2 2026 Jul 28, 2026
DURANTE & WATERS, LLC History No change 9,858 2,332 1.53% 1.53% 1013 0 0.0% Q2 2026 Aug 10, 2026
GREAT LAKES ADVISORS, LLC History No change 9,854 2,331 0.02% 0.02% 1014 0 0.0% Q2 2026 Aug 10, 2026
LexAurum Advisors, LLC History No change 9,828 2,325 0.27% 0.27% 1015 0 0.0% Q2 2026 Jul 15, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 9,807 2,320 1.39% 1.39% 1016 0 0.0% Q2 2026 Jul 29, 2026
GK Wealth Management LLC History No change 9,808 2,320 1.22% 1.22% 1017 0 0.0% Q2 2026 Jul 07, 2026
MKT Advisors LLC History No change 9,680 2,312 0.72% 0.72% 1018 0 0.0% Q2 2026 Jul 09, 2026
Note Advisors, LLC History No change 9,769 2,311 1.0% 1.0% 1019 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 9,903 2,310 0.03% 0.03% 1020 +137 1.4% Q3 2026 Oct 05, 2026
TrueWealth Advisors, LLC History No change 9,766 2,310 0.52% 0.52% 1021 0 0.0% Q2 2026 Jul 08, 2026
Shira Ridge Wealth Management History No change 9,675 2,289 0.8% 0.8% 1022 0 0.0% Q2 2026 Jul 09, 2026
Joseph Group Capital Management History No change 9,666 2,287 0.48% 0.48% 1023 0 0.0% Q2 2026 Aug 06, 2026
Berger Financial Group, Inc History No change 9,587 2,268 0.12% 0.12% 1024 0 0.0% Q2 2026 Aug 04, 2026
Destination Wealth Management History No change 9,563 2,262 0.05% 0.05% 1025 0 0.0% Q2 2026 Aug 14, 2026
SAXON INTERESTS, INC. History No change 9,493 2,246 0.62% 0.62% 1026 0 0.0% Q2 2026 Aug 12, 2026
Crescent Grove Advisors, LLC History No change 9,491 2,245 0.19% 0.19% 1027 0 0.0% Q2 2026 Aug 10, 2026
SC&H Financial Advisors, Inc. History No change 9,489 2,245 0.3% 0.3% 1028 0 0.0% Q2 2026 Aug 04, 2026
Core Wealth Advisors, Inc. History No change 9,457 2,237 0.45% 0.45% 1029 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 9,396 2,223 0.36% 0.36% 1030 0 0.0% Q2 2026 Jul 10, 2026
Discipline Wealth Solutions, LLC History No change 9,393 2,222 0.19% 0.19% 1031 0 0.0% Q2 2026 Jul 21, 2026
THOMPSON DAVIS & CO., INC. History No change 9,363 2,215 1.32% 1.32% 1032 0 0.0% Q2 2026 Jul 29, 2026
Ridgewood Investments LLC History Reduced 9,468 2,209 0.81% 0.84% 1033 -70 -0.73% Q3 2026 Oct 05, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 9,290 2,198 0.01% 0.01% 1034 0 0.0% Q2 2026 Jul 17, 2026
Johnson Bixby & Associates, LLC History No change 9,236 2,185 0.24% 0.24% 1035 0 0.0% Q2 2026 Jul 16, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 9,197 2,176 0.56% 0.56% 1036 0 0.0% Q2 2026 Aug 07, 2026
Realta Investment Advisors History No change 9,176 2,171 0.67% 0.67% 1037 0 0.0% Q2 2026 Jul 20, 2026
Blossom Wealth Management History No change 9,108 2,155 3.04% 3.04% 1038 0 0.0% Q2 2026 Jul 24, 2026
Round Rock Advisors LLC History No change 9,107 2,154 0.28% 0.28% 1039 0 0.0% Q2 2026 Aug 12, 2026
SWEENEY & MICHEL, LLC History No change 8,784 2,154 0.57% 0.57% 1040 0 0.0% Q2 2026 Aug 10, 2026
Successful Portfolios LLC History No change 9,018 2,153 1.01% 1.01% 1041 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 9,075 2,147 0.04% 0.04% 1042 0 0.0% Q2 2026 Aug 11, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 9,036 2,138 0.74% 0.74% 1043 0 0.0% Q2 2026 Jul 23, 2026
CAPITAL ADVISORS INC/OK History No change 9,023 2,134 0.03% 0.03% 1044 0 0.0% Q2 2026 Jul 22, 2026
Peck Wealth Management, LLC History No change 9,006 2,130 1.79% 1.79% 1045 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 8,997 2,128 0.24% 0.24% 1046 0 0.0% Q2 2026 Jul 31, 2026
Reynders McVeigh Capital Management, LLC History No change 8,966 2,122 0.09% 0.09% 1047 0 0.0% Q2 2026 Sep 15, 2026
IRON Financial LLC History No change 8,966 2,121 0.88% 0.88% 1048 0 0.0% Q2 2026 Jul 22, 2026
Nova R Wealth, Inc. History No change 8,955 2,118 0.62% 0.62% 1049 0 0.0% Q2 2026 Jul 17, 2026
truNorth Financial Services, Inc. History No change 8,949 2,117 1.9% 1.9% 1050 0 0.0% Q2 2026 Jul 30, 2026
Mascoma Wealth Management LLC History No change 8,941 2,115 0.39% 0.39% 1051 0 0.0% Q2 2026 Jul 24, 2026
MEMBERS WEALTH LLC History No change 8,909 2,108 1.16% 1.16% 1052 0 0.0% Q2 2026 Jul 09, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 8,896 2,104 0.56% 0.56% 1053 0 0.0% Q2 2026 Jul 15, 2026
Key Client Fiduciary Advisors, LLC History No change 8,888 2,103 0.61% 0.61% 1054 0 0.0% Q2 2026 Jul 09, 2026
Coppell Advisory Solutions LLC History No change 16,243 2,082 0.17% 0.17% 1055 0 0.0% Q2 2026 Aug 14, 2026
LOM Asset Management Ltd History No change 8,765 2,073 0.54% 0.54% 1056 0 0.0% Q2 2026 Aug 04, 2026
Sepio Capital, LP History No change 8,748 2,069 0.1% 0.1% 1057 0 0.0% Q2 2026 Jul 28, 2026
Alchemi Wealth, LLC History No change 8,717 2,062 0.97% 0.97% 1058 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 8,680 2,053 0.14% 0.14% 1059 0 0.0% Q2 2026 Jul 21, 2026
MOTCO History No change 8,654 2,047 0.18% 0.18% 1060 0 0.0% Q2 2026 Jul 31, 2026
GRANVILLE CAPITAL, INC. History No change 8,627 2,041 0.91% 0.91% 1061 0 0.0% Q2 2026 Aug 11, 2026
Keudell/Morrison Wealth Management History No change 8,610 2,037 0.38% 0.38% 1062 0 0.0% Q2 2026 Jul 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,590 2,032 0.38% 0.38% 1063 0 0.0% Q2 2026 Aug 06, 2026
TAGStone Capital, Inc. History No change 8,516 2,015 0.64% 0.64% 1064 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 8,493 2,009 0.05% 0.05% 1065 0 0.0% Q2 2026 Aug 14, 2026
Marble Harbor Investment Counsel, LLC History No change 8,434 1,995 0.2% 0.2% 1066 0 0.0% Q2 2026 Aug 07, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 8,402 1,988 0.19% 0.19% 1067 0 0.0% Q2 2026 Jul 14, 2026
PGIM Custom Harvest LLC History No change 8,373 1,981 0.02% 0.02% 1068 0 0.0% Q2 2026 Aug 13, 2026
Red Mountain Financial, LLC History No change 8,368 1,980 1.66% 1.66% 1069 0 0.0% Q2 2026 Jul 21, 2026
Columbia River Financial Group, LLC History No change 8,360 1,978 1.06% 1.06% 1070 0 0.0% Q2 2026 Aug 13, 2026
NovaPoint Capital, LLC History No change 8,353 1,976 0.41% 0.41% 1071 0 0.0% Q2 2026 Aug 06, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 8,467 1,975 0.41% 0.41% 1072 +9 0.11% Q3 2026 Oct 05, 2026
M.E. ALLISON & CO., INC. History No change 8,342 1,973 1.14% 1.14% 1073 0 0.0% Q2 2026 Jul 07, 2026
Bragg Financial Advisors, Inc History No change 8,299 1,963 0.05% 0.05% 1074 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 8,274 1,957 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 8,251 1,952 0.01% 0.01% 1076 0 0.0% Q2 2026 Aug 12, 2026
Bridgewealth Advisory Group, LLC History No change 8,200 1,940 0.37% 0.37% 1077 0 0.0% Q2 2026 Jul 27, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 8,167 1,932 1.52% 1.52% 1078 0 0.0% Q2 2026 Jul 22, 2026
Planning Center, Inc. History No change 8,163 1,931 0.18% 0.18% 1079 0 0.0% Q2 2026 Jul 29, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 8,128 1,923 0.16% 0.16% 1080 0 0.0% Q2 2026 Aug 14, 2026
VESTOR CAPITAL, LLC History No change 5,193 1,922 0.12% 0.12% 1081 0 0.0% Q2 2026 Jul 28, 2026
CPC Advisors, LLC History No change 8,124 1,922 0.26% 0.26% 1082 0 0.0% Q2 2026 Jul 24, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 8,112 1,919 0.14% 0.14% 1083 0 0.0% Q2 2026 Jul 16, 2026
Independent Solutions Wealth Management, LLC History No change 8,093 1,914 0.25% 0.25% 1084 0 0.0% Q2 2026 Jul 29, 2026
MONECO ADVISORS, LLC History No change 8,088 1,913 0.12% 0.12% 1085 0 0.0% Q2 2026 Aug 11, 2026
Orgel Wealth Management, LLC History No change 8,075 1,910 0.04% 0.04% 1086 0 0.0% Q2 2026 Jul 13, 2026
Bryant Woods Investment Advisors, LLC History No change 8,073 1,910 0.53% 0.53% 1087 0 0.0% Q2 2026 Jul 22, 2026
Madison Park Capital Advisors, LLC History No change 16,237 1,910 1.36% 1.36% 1088 0 0.0% Q2 2026 Jul 07, 2026
Impact Capital Partners LLC History No change 8,043 1,903 0.52% 0.52% 1089 0 0.0% Q2 2026 Jul 14, 2026
WESCAP Management Group, Inc. History No change 7,964 1,884 0.35% 0.35% 1090 0 0.0% Q2 2026 Aug 11, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 7,964 1,884 0.8% 0.8% 1091 0 0.0% Q2 2026 Aug 14, 2026
Decker Retirement Planning Inc. History No change 7,897 1,868 0.64% 0.64% 1092 0 0.0% Q2 2026 Jul 16, 2026
Chicago Capital, LLC History No change 7,885 1,865 0.04% 0.04% 1093 0 0.0% Q2 2026 Jul 27, 2026
EVEXIA WEALTH LLC History No change 7,742 1,859 0.5% 0.5% 1094 0 0.0% Q2 2026 Aug 07, 2026
Midwestern Financial, LLC /IA History No change 7,857 1,859 1.3% 1.3% 1095 0 0.0% Q2 2026 Aug 13, 2026
BNC WEALTH MANAGEMENT, LLC History No change 7,827 1,852 0.45% 0.45% 1096 0 0.0% Q2 2026 Jul 21, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 7,810 1,846 0.21% 0.21% 1097 0 0.0% Q2 2026 Jul 07, 2026
CARRET ASSET MANAGEMENT, LLC History No change 7,799 1,845 0.16% 0.16% 1098 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 7,771 1,838 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 14, 2026
Old North State Wealth Management, LLC History No change 7,743 1,834 0.78% 0.78% 1100 0 0.0% Q2 2026 Jul 17, 2026
Horst & Graben Wealth Management LLC History No change 7,733 1,828 0.24% 0.24% 1101 0 0.0% Q2 2026 Jul 22, 2026
Nuveen, LLC History No change 7,703 1,822 0.0% 0.0% 1102 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 7,689 1,819 0.0% 0.0% 1103 0 0.0% Q2 2026 Aug 14, 2026
Bienville Capital Management, LLC History No change 7,652 1,810 0.24% 0.24% 1104 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 7,647 1,809 0.12% 0.12% 1105 0 0.0% Q2 2026 Aug 05, 2026
Decker Wealth Management LLC History No change 7,636 1,806 0.38% 0.38% 1106 0 0.0% Q2 2026 Jul 30, 2026
Sand Hill Global Advisors, LLC History No change 7,626 1,804 0.05% 0.05% 1107 0 0.0% Q2 2026 Aug 11, 2026
CDKV HOLDINGS LLC History No change 7,627 1,804 1.41% 1.41% 1108 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Advisory Group L.L.C. History No change 7,615 1,801 0.69% 0.69% 1109 0 0.0% Q2 2026 Jul 22, 2026
Piedmont Capital Management, LLC History No change 7,600 1,797 0.91% 0.91% 1110 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Investment Counsel, LLC History No change 7,591 1,796 0.24% 0.24% 1111 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 7,567 1,790 0.63% 0.63% 1112 0 0.0% Q2 2026 Jul 30, 2026
BOKF, NA History No change 7,564 1,789 0.02% 0.02% 1113 0 0.0% Q2 2026 Aug 10, 2026
Kelman-Lazarov, Inc. History No change 7,521 1,779 0.23% 0.23% 1114 0 0.0% Q2 2026 Aug 10, 2026
Elm Partners Management LLC History No change 7,439 1,760 0.05% 0.05% 1115 0 0.0% Q2 2026 Oct 07, 2026
Birchcreek Wealth Management, LLC History No change 7,429 1,757 0.68% 0.68% 1116 0 0.0% Q2 2026 Aug 06, 2026
ARQ WEALTH ADVISORS, LLC History No change 7,387 1,753 0.22% 0.22% 1117 0 0.0% Q2 2026 Jul 24, 2026
Stanich Group LLC History No change 7,397 1,750 1.1% 1.1% 1118 0 0.0% Q2 2026 Jul 16, 2026
Blue Trust, Inc. History No change 7,375 1,745 0.02% 0.02% 1119 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Added to 7,476 1,744 0.05% 0.04% 1120 +2,048 37.73% Q3 2026 Oct 08, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 7,352 1,739 0.0% 0.0% 1121 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 7,337 1,736 0.2% 0.2% 1122 0 0.0% Q2 2026 Aug 10, 2026
EASTERN BANK History Reduced 7,437 1,735 0.03% 0.03% 1123 -530 -6.65% Q3 2026 Oct 05, 2026
First American Bank History No change 7,334 1,735 0.1% 0.1% 1124 0 0.0% Q2 2026 Jul 15, 2026
Nadler Financial Group, Inc. History No change 7,329 1,734 0.15% 0.15% 1125 0 0.0% Q2 2026 Jul 29, 2026
Arbor Wealth Advisors LLC History No change 7,330 1,734 1.06% 1.06% 1126 0 0.0% Q2 2026 Jul 09, 2026
MOR Wealth Management, LLC History No change 7,322 1,732 0.69% 0.69% 1127 0 0.0% Q2 2026 Aug 06, 2026
Mystic Asset Management, Inc. History No change 7,314 1,730 0.37% 0.37% 1128 0 0.0% Q2 2026 Aug 11, 2026
Navis Wealth Advisors, LLC History No change 7,301 1,727 0.65% 0.65% 1129 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 7,284 1,723 0.14% 0.14% 1130 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 7,236 1,712 0.04% 0.04% 1131 0 0.0% Q2 2026 Jul 28, 2026
Darrow Company, Inc. History No change 7,185 1,700 0.66% 0.66% 1132 0 0.0% Q2 2026 Jul 29, 2026
KLCM Advisors, Inc. History No change 7,171 1,696 0.13% 0.13% 1133 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 7,143 1,689 0.39% 0.39% 1134 0 0.0% Q2 2026 Jul 08, 2026
Integras Partners LLC History No change 7,121 1,684 0.93% 0.93% 1135 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Services Inc History No change 7,100 1,680 0.63% 0.63% 1136 0 0.0% Q2 2026 Jul 24, 2026
POWER WEALTH MANAGEMENT LLC History No change 7,067 1,672 0.57% 0.57% 1137 0 0.0% Q2 2026 Aug 03, 2026
Advisory Solutions Group, LLC History No change 7,059 1,670 0.57% 0.57% 1138 0 0.0% Q2 2026 Jul 29, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 7,056 1,669 0.17% 0.17% 1139 0 0.0% Q2 2026 Jul 29, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 7,038 1,665 0.04% 0.04% 1140 0 0.0% Q2 2026 Jul 31, 2026
Marathon Wealth Advisors LLC History No change 7,012 1,659 0.57% 0.57% 1141 0 0.0% Q2 2026 Sep 11, 2026
Saxony Capital Management, LLC History No change 6,997 1,655 0.76% 0.76% 1142 0 0.0% Q2 2026 Jul 15, 2026
Christensen, King & Associates Investment Services, Inc. History No change 6,991 1,654 0.66% 0.66% 1143 0 0.0% Q2 2026 Jul 14, 2026
SLT Holdings LLC History No change 6,989 1,653 1.03% 1.03% 1144 0 0.0% Q2 2026 Jul 17, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 6,981 1,651 0.53% 0.53% 1145 0 0.0% Q2 2026 Jul 24, 2026
Wolff Financial Management LLC History No change 6,966 1,648 0.33% 0.33% 1146 0 0.0% Q2 2026 Jul 16, 2026
Essex Bank History No change 6,949 1,644 0.36% 0.36% 1147 0 0.0% Q2 2026 Jul 23, 2026
HORAN Wealth, LLC History No change 6,950 1,644 0.21% 0.21% 1148 0 0.0% Q2 2026 Aug 26, 2026
Bluesphere Advisors LLC History No change 6,935 1,640 0.51% 0.51% 1149 0 0.0% Q2 2026 Jul 30, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 6,911 1,640 0.93% 0.93% 1150 0 0.0% Q2 2026 Jul 24, 2026
NorthCrest Asset Manangement, LLC History No change 6,859 1,636 0.04% 0.04% 1151 0 0.0% Q2 2026 Jul 15, 2026
Patten Group, Inc. History No change 6,904 1,633 0.25% 0.25% 1152 0 0.0% Q2 2026 Aug 06, 2026
Evergreen Advisors, LLC History No change 6,883 1,628 0.35% 0.35% 1153 0 0.0% Q2 2026 Aug 04, 2026
Avior Wealth Management, LLC History No change 6,880 1,627 0.04% 0.04% 1154 0 0.0% Q2 2026 Jul 07, 2026
Silver Lake Advisory, LLC History No change 6,868 1,625 0.58% 0.58% 1155 0 0.0% Q2 2026 Jul 24, 2026
Carson Advisory Inc. History No change 6,839 1,618 0.74% 0.74% 1156 0 0.0% Q2 2026 Aug 11, 2026
Capital Squared Financial LLC History No change 6,841 1,618 1.06% 1.06% 1157 0 0.0% Q2 2026 Jul 21, 2026
Tarbox Family Office, Inc. History No change 6,825 1,614 0.23% 0.23% 1158 0 0.0% Q2 2026 Aug 03, 2026
CRUX WEALTH ADVISORS History No change 6,799 1,608 0.56% 0.56% 1159 0 0.0% Q2 2026 Jul 21, 2026
First Command Advisory Services, Inc. History No change 6,784 1,605 0.01% 0.01% 1160 0 0.0% Q2 2026 Aug 10, 2026
Biltmore Family Office, LLC History No change 6,771 1,602 0.21% 0.21% 1161 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 6,754 1,598 0.12% 0.12% 1162 0 0.0% Q2 2026 Jul 24, 2026
Valeo Financial Advisors, LLC History Added to 6,827 1,592 0.03% 0.03% 1163 +91 1.35% Q3 2026 Oct 08, 2026
EVERETT HARRIS & CO /CA/ History No change 6,720 1,590 0.02% 0.02% 1164 0 0.0% Q2 2026 Aug 03, 2026
DUNCKER STREETT & CO INC History No change 6,724 1,590 0.27% 0.27% 1165 0 0.0% Q2 2026 Jul 28, 2026
WEBSTER BANK, N. A. History No change 6,716 1,589 0.14% 0.14% 1166 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 6,687 1,582 0.32% 0.32% 1167 0 0.0% Q2 2026 Jul 23, 2026
RDA Financial Network History No change 6,685 1,581 0.34% 0.34% 1168 0 0.0% Q2 2026 Jul 06, 2026
Aries Wealth Management History No change 6,679 1,580 0.31% 0.31% 1169 0 0.0% Q2 2026 Jul 24, 2026
Odyssey Capital Advisors, Inc. History No change 6,680 1,580 1.13% 1.13% 1170 0 0.0% Q2 2026 Jul 31, 2026
Asset Allocation Strategies LLC History No change 6,674 1,579 0.24% 0.24% 1171 0 0.0% Q2 2026 Aug 17, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 6,677 1,579 1.4% 1.4% 1172 0 0.0% Q2 2026 Aug 05, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 6,666 1,577 0.45% 0.45% 1173 0 0.0% Q2 2026 Jul 24, 2026
Mascagni Wealth Management, Inc. History No change 6,668 1,577 0.98% 0.98% 1174 0 0.0% Q2 2026 Jul 31, 2026
ICONIQ Capital, LLC History No change 6,644 1,572 0.05% 0.05% 1175 0 0.0% Q2 2026 Aug 13, 2026
WEIK CAPITAL MANAGEMENT History No change 6,620 1,566 0.6% 0.6% 1176 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Financial Group, Inc. History No change 6,576 1,555 0.24% 0.24% 1177 0 0.0% Q2 2026 Jul 24, 2026
Manhattan West Asset Management, LLC History No change 6,547 1,549 0.26% 0.26% 1178 0 0.0% Q2 2026 Aug 11, 2026
RM Financial Services, LLC History No change 6,540 1,547 1.15% 1.15% 1179 0 0.0% Q2 2026 Aug 04, 2026
BARCLAYS PLC History No change 6,530 1,545 0.0% 0.0% 1180 0 0.0% Q2 2026 Aug 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 6,504 1,539 0.71% 0.71% 1181 0 0.0% Q2 2026 Jul 29, 2026
Mayfair Advisory Group, LLC History No change 6,446 1,538 0.46% 0.46% 1182 0 0.0% Q2 2026 Aug 11, 2026
Hartmann Taylor Wealth Management, LLC History No change 7,154 1,538 1.02% 1.02% 1183 0 0.0% Q2 2026 Jul 28, 2026
National Philanthropic Trust History No change 6,485 1,534 0.02% 0.02% 1184 0 0.0% Q2 2026 Aug 14, 2026
Bulwark Capital Corp History No change 6,485 1,534 0.86% 0.86% 1185 0 0.0% Q2 2026 Jul 06, 2026
Ethos Financial Group, LLC History No change 6,429 1,533 0.1% 0.1% 1186 0 0.0% Q2 2026 Aug 07, 2026
Community Bank, N.A. History No change 6,439 1,523 0.16% 0.16% 1187 0 0.0% Q2 2026 Aug 13, 2026
Well Done, LLC History No change 6,420 1,519 0.2% 0.2% 1188 0 0.0% Q2 2026 Jul 24, 2026
CWA Asset Management Group, LLC History No change 6,418 1,518 0.05% 0.05% 1189 0 0.0% Q2 2026 Jul 14, 2026
Busey Bank History No change 6,382 1,510 0.04% 0.04% 1190 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,359 1,504 0.61% 0.61% 1191 0 0.0% Q2 2026 Aug 11, 2026
Syverson Strege & Co History No change 6,336 1,499 0.33% 0.33% 1192 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 6,299 1,490 0.25% 0.25% 1193 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,291 1,488 0.07% 0.07% 1194 0 0.0% Q2 2026 Jul 28, 2026
MFA Wealth Services History No change 6,282 1,486 0.89% 0.89% 1195 0 0.0% Q2 2026 Jul 21, 2026
BURKE & HERBERT BANK & TRUST CO History No change 6,279 1,485 0.37% 0.37% 1196 0 0.0% Q2 2026 Aug 07, 2026
Asempa Wealth Advisors History Reduced 6,356 1,484 1.13% 1.19% 1197 -393 -5.82% Q3 2026 Oct 07, 2026
RiverFront Investment Group, LLC History No change 6,258 1,480 0.02% 0.02% 1198 0 0.0% Q2 2026 Jul 29, 2026
Godshalk Welsh Capital Management, Inc. History No change 6,234 1,475 0.79% 0.79% 1199 0 0.0% Q2 2026 Aug 14, 2026
Dempze Nancy E History No change 6,231 1,474 0.71% 0.71% 1200 0 0.0% Q2 2026 Aug 12, 2026
Ignite Planners, LLC History No change 6,192 1,465 0.2% 0.2% 1201 0 0.0% Q2 2026 Jul 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 6,177 1,461 0.07% 0.07% 1202 0 0.0% Q2 2026 Jul 28, 2026
Broyhill Asset Management, LLC History No change 6,154 1,456 1.29% 1.29% 1203 0 0.0% Q2 2026 Aug 04, 2026
Horizon Wealth Management, LLC History No change 6,143 1,453 0.19% 0.19% 1204 0 0.0% Q2 2026 Aug 06, 2026
Edgestream Partners, L.P. History No change 6,134 1,451 0.04% 0.04% 1205 0 0.0% Q2 2026 Aug 11, 2026
Towerpoint Wealth, LLC History No change 6,135 1,451 0.5% 0.5% 1206 0 0.0% Q2 2026 Jul 09, 2026
Institute for Wealth Management, LLC. History No change 6,124 1,449 0.13% 0.13% 1207 0 0.0% Q2 2026 Jul 28, 2026
Gutierrez Wealth Advisory, LLC History No change 6,127 1,449 0.84% 0.84% 1208 0 0.0% Q2 2026 Aug 03, 2026
ROCKLAND TRUST CO History Added to 6,205 1,447 0.06% 0.06% 1209 +115 1.89% Q3 2026 Oct 05, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 6,095 1,442 0.1% 0.1% 1210 0 0.0% Q2 2026 Jul 24, 2026
Nilsine Partners, LLC History No change 6,090 1,441 0.1% 0.1% 1211 0 0.0% Q2 2026 Jul 24, 2026
COOPER/HAIMS ADVISORS, LLC History No change 6,086 1,440 0.62% 0.62% 1212 0 0.0% Q2 2026 Aug 14, 2026
Bison Wealth, LLC History No change 6,014 1,437 0.13% 0.13% 1213 0 0.0% Q2 2026 Jul 07, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 6,152 1,435 0.78% 0.8% 1214 -100 -1.6% Q3 2026 Oct 06, 2026
Rothschild Wealth LLC History No change 6,041 1,429 0.11% 0.11% 1215 0 0.0% Q2 2026 Aug 11, 2026
Wiser Wealth Management, Inc History No change 6,033 1,427 0.27% 0.27% 1216 0 0.0% Q2 2026 Jul 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 6,025 1,425 0.21% 0.21% 1217 0 0.0% Q2 2026 Jul 27, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,026 1,425 0.38% 0.38% 1218 0 0.0% Q2 2026 Jul 20, 2026
American State Bank (Iowa) History No change 6,020 1,424 0.58% 0.58% 1219 0 0.0% Q2 2026 Jul 09, 2026
KOM Wealth Management Group, LLC History No change 6,004 1,420 0.86% 0.86% 1220 0 0.0% Q2 2026 Jul 23, 2026
Essex LLC History No change 5,962 1,410 0.21% 0.21% 1221 0 0.0% Q2 2026 Jul 24, 2026
Churchill Financial Advisors, LLC History No change 5,961 1,410 0.27% 0.27% 1222 0 0.0% Q2 2026 Jul 15, 2026
Palisade Asset Management, LLC History No change 5,957 1,409 0.13% 0.13% 1223 0 0.0% Q2 2026 Jul 20, 2026
Callan Family Office, LLC History No change 5,918 1,400 0.03% 0.03% 1224 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 5,898 1,395 0.43% 0.43% 1225 0 0.0% Q2 2026 Aug 10, 2026
Cypress Capital Group History No change 5,894 1,394 0.13% 0.13% 1226 0 0.0% Q2 2026 Aug 05, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 5,873 1,389 1.01% 1.01% 1227 0 0.0% Q2 2026 Jul 24, 2026
Front Row Advisors LLC History No change 5,631 1,383 0.4% 0.4% 1228 0 0.0% Q2 2026 Aug 13, 2026
Trevian Wealth Management LLC History No change 5,835 1,380 0.59% 0.59% 1229 0 0.0% Q2 2026 Jul 24, 2026
Objective Capital Management, LLC History No change 5,790 1,370 1.22% 1.22% 1230 0 0.0% Q2 2026 Jul 20, 2026
Clear Point Advisors Inc. History No change 5,792 1,370 1.21% 1.21% 1231 0 0.0% Q2 2026 Jul 28, 2026
Abacus Wealth Partners, LLC History No change 5,789 1,369 0.14% 0.14% 1232 0 0.0% Q2 2026 Jul 22, 2026
Turn8 Private Wealth Inc. History No change 5,788 1,369 0.91% 0.91% 1233 0 0.0% Q2 2026 Aug 03, 2026
PRIVATE MANAGEMENT GROUP INC History No change 5,774 1,366 0.04% 0.04% 1234 0 0.0% Q2 2026 Jul 31, 2026
Evernest Financial Advisors, LLC History No change 5,771 1,365 0.29% 0.29% 1235 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 5,766 1,364 0.34% 0.34% 1236 0 0.0% Q2 2026 Aug 05, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 5,743 1,358 0.21% 0.21% 1237 0 0.0% Q2 2026 Jul 23, 2026
Forum Financial Management, LP History No change 5,685 1,345 0.02% 0.02% 1238 0 0.0% Q2 2026 Jul 23, 2026
CALTON & ASSOCIATES, INC. History No change 5,667 1,340 0.2% 0.2% 1239 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Group, LLC History No change 5,661 1,339 0.11% 0.11% 1240 0 0.0% Q2 2026 Aug 10, 2026
Gallacher Capital Management LLC History No change 5,658 1,338 0.75% 0.75% 1241 0 0.0% Q2 2026 Jul 16, 2026
BCS Wealth Management History No change 5,634 1,333 0.24% 0.24% 1242 0 0.0% Q2 2026 Jul 16, 2026
WealthCare Investment Partners, LLC History No change 5,637 1,333 0.32% 0.32% 1243 0 0.0% Q2 2026 Aug 10, 2026
Wolfstich Capital, LLC History No change 5,581 1,331 1.03% 1.03% 1244 0 0.0% Q2 2026 Jul 24, 2026
Ridge Creek Global, Inc History No change 5,625 1,330 1.03% 1.03% 1245 0 0.0% Q2 2026 Aug 11, 2026
BTG Pactual Asset Management US LLC History No change 5,603 1,325 0.08% 0.08% 1246 0 0.0% Q2 2026 Aug 14, 2026
Luminvest Wealth Management LLC History No change 5,582 1,320 0.31% 0.31% 1247 0 0.0% Q2 2026 Jul 29, 2026
ERn Financial, LLC History No change 5,577 1,319 0.22% 0.22% 1248 0 0.0% Q2 2026 Jul 23, 2026
OakTrust Wealth Advisors, LLC History No change 5,576 1,319 1.14% 1.14% 1249 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 5,550 1,313 0.05% 0.05% 1250 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 5,550 1,313 0.12% 0.12% 1251 0 0.0% Q2 2026 Jul 21, 2026
Approach Retirement Advisors, LLC History No change 5,533 1,309 0.95% 0.95% 1252 0 0.0% Q2 2026 Jul 15, 2026
Trifecta Capital Advisors, LLC History No change 5,519 1,305 0.17% 0.17% 1253 0 0.0% Q2 2026 Aug 03, 2026
MW ADVISORY, LLC History No change 5,513 1,304 0.52% 0.52% 1254 0 0.0% Q2 2026 Aug 07, 2026
Atlas Legacy Advisors, LLC History No change 5,507 1,303 0.19% 0.19% 1255 0 0.0% Q2 2026 Jul 31, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 5,503 1,302 0.09% 0.09% 1256 0 0.0% Q2 2026 Jul 14, 2026
Douglass Winthrop Advisors, LLC History No change 5,500 1,301 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 13, 2026
Redwood Family Wealth LLC History No change 5,501 1,301 1.14% 1.14% 1258 0 0.0% Q2 2026 Aug 04, 2026
LINCOLN CAPITAL CORP History No change 5,495 1,300 0.42% 0.42% 1259 0 0.0% Q2 2026 Jul 16, 2026
Northwest Bancshares, Inc. History No change 5,493 1,299 0.23% 0.23% 1260 0 0.0% Q2 2026 Aug 14, 2026
Legacy Trust History No change 5,477 1,295 0.23% 0.23% 1261 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,462 1,292 0.09% 0.09% 1262 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Services, Inc. History No change 5,448 1,289 0.06% 0.06% 1263 0 0.0% Q2 2026 Aug 24, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 5,437 1,286 0.68% 0.68% 1264 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 5,433 1,285 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 03, 2026
Secure Asset Management, LLC History No change 5,423 1,283 0.18% 0.18% 1266 0 0.0% Q2 2026 Jul 15, 2026
Keystone Global Partners, LLC History No change 5,400 1,277 0.48% 0.48% 1267 0 0.0% Q2 2026 Jul 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,398 1,277 0.01% 0.01% 1268 0 0.0% Q2 2026 Sep 23, 2026
Triad Wealth Partners, LLC History No change 5,311 1,275 0.08% 0.08% 1269 0 0.0% Q2 2026 Aug 10, 2026
RVW Wealth, LLC History Reduced 5,455 1,272 0.08% 0.09% 1270 -346 -5.96% Q3 2026 Oct 06, 2026
Clark Capital Management Group, Inc. History No change 5,350 1,265 0.01% 0.01% 1271 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 5,332 1,262 0.16% 0.16% 1272 0 0.0% Q2 2026 Jul 23, 2026
Great Diamond Partners, LLC History No change 5,328 1,260 0.22% 0.22% 1273 0 0.0% Q2 2026 Jul 17, 2026
SUTTON PLACE INVESTORS LLC History No change 5,311 1,256 0.61% 0.61% 1274 0 0.0% Q2 2026 Aug 06, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 5,307 1,255 0.07% 0.07% 1275 0 0.0% Q2 2026 Jul 20, 2026
BOK Financial Private Wealth, Inc. History No change 5,288 1,251 0.06% 0.06% 1276 0 0.0% Q2 2026 Aug 07, 2026
Councilor Wealth, LLC History No change 5,275 1,248 0.5% 0.5% 1277 0 0.0% Q2 2026 Jul 21, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,272 1,247 0.15% 0.15% 1278 0 0.0% Q2 2026 Aug 11, 2026
Accredited Investors Inc. History No change 5,255 1,243 0.05% 0.05% 1279 0 0.0% Q2 2026 Jul 21, 2026
BAYBAN History No change 5,254 1,243 0.95% 0.95% 1280 0 0.0% Q2 2026 Jul 30, 2026
Rockingstone Advisors LLC History No change 5,241 1,240 0.5% 0.5% 1281 0 0.0% Q2 2026 Jul 13, 2026
Midway Capital Research & Management History No change 5,236 1,238 0.98% 0.98% 1282 0 0.0% Q2 2026 Jul 13, 2026
Root Financial Partners, LLC History No change 5,229 1,237 0.05% 0.05% 1283 0 0.0% Q2 2026 Jul 29, 2026
Wealth Dimensions Group, Ltd. History No change 5,222 1,235 0.22% 0.22% 1284 0 0.0% Q2 2026 Jul 22, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 5,221 1,235 0.74% 0.74% 1285 0 0.0% Q2 2026 Aug 05, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 5,211 1,234 0.81% 0.81% 1286 0 0.0% Q2 2026 Jul 06, 2026
Allspring Global Investments Holdings, LLC History No change 5,167 1,229 0.0% 0.0% 1287 0 0.0% Q2 2026 Aug 13, 2026
Investment Planning Advisors, Inc. History No change 5,197 1,229 0.28% 0.28% 1288 0 0.0% Q2 2026 Jul 23, 2026
MAYPORT, LLC History No change 5,183 1,226 0.19% 0.19% 1289 0 0.0% Q2 2026 Aug 07, 2026
DF DENT & CO INC History No change 5,179 1,225 0.02% 0.02% 1290 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 5,168 1,222 0.08% 0.08% 1291 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History Added to 5,231 1,220 0.08% 0.08% 1292 +5 0.1% Q3 2026 Oct 08, 2026
Perkins Coie Trust Co History No change 5,153 1,219 0.2% 0.2% 1293 0 0.0% Q2 2026 Jul 09, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 5,155 1,219 0.04% 0.04% 1294 0 0.0% Q2 2026 Aug 13, 2026
Trueblood Wealth Management, LLC History No change 5,147 1,217 0.42% 0.42% 1295 0 0.0% Q2 2026 Jul 27, 2026
National Wealth Management Group, LLC History No change 5,138 1,215 0.38% 0.38% 1296 0 0.0% Q2 2026 Jul 14, 2026
IFG Advisors, LLC History No change 5,130 1,213 0.17% 0.17% 1297 0 0.0% Q2 2026 Jul 22, 2026
Sage Capital Advisors,llc History No change 5,111 1,209 0.25% 0.25% 1298 0 0.0% Q2 2026 Jul 09, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 5,113 1,209 0.14% 0.14% 1299 0 0.0% Q2 2026 Aug 05, 2026
DBK Financial Counsel, LLC History No change 5,104 1,207 1.01% 1.01% 1300 0 0.0% Q2 2026 Jul 21, 2026
RTD Financial Advisors, Inc. History No change 5,090 1,204 0.13% 0.13% 1301 0 0.0% Q2 2026 Jul 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 5,085 1,203 0.16% 0.16% 1302 0 0.0% Q2 2026 Jul 13, 2026
Financial Partners Group, Inc History No change 5,066 1,198 0.12% 0.12% 1303 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 5,566 1,197 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 14, 2026
Independent Wealth Network Inc. History No change 5,040 1,192 0.3% 0.3% 1305 0 0.0% Q2 2026 Jul 20, 2026
Quaker Wealth Management, LLC History No change 5,032 1,190 0.35% 0.35% 1306 0 0.0% Q2 2026 Jul 24, 2026
ELEVATUS WELATH MANAGEMENT History No change 5,028 1,189 0.29% 0.29% 1307 0 0.0% Q2 2026 Aug 13, 2026
Invst, LLC History No change 5,018 1,187 0.12% 0.12% 1308 0 0.0% Q2 2026 Aug 14, 2026
Ballast Rock Private Wealth LLC History No change 5,012 1,185 0.55% 0.55% 1309 0 0.0% Q2 2026 Aug 10, 2026
Roxbury Financial LLC History Added to 5,070 1,182 0.91% 0.94% 1310 +41 0.82% Q3 2026 Oct 01, 2026
Indiana Trust & Investment Management Co History No change 4,995 1,181 0.32% 0.32% 1311 0 0.0% Q2 2026 Jul 22, 2026
Ledgewood Wealth Advisors, LLC History No change 4,985 1,179 0.63% 0.63% 1312 0 0.0% Q2 2026 Jul 08, 2026
Cedarwood Wealth LLC History No change 4,984 1,179 0.89% 0.89% 1313 0 0.0% Q2 2026 Jul 23, 2026
PATTEN & PATTEN INC/TN History No change 4,980 1,178 0.06% 0.06% 1314 0 0.0% Q2 2026 Aug 05, 2026
Collaborative Wealth Managment Inc. History No change 4,950 1,171 0.49% 0.49% 1315 0 0.0% Q2 2026 Aug 05, 2026
MA Private Wealth History No change 4,926 1,165 0.17% 0.17% 1316 0 0.0% Q2 2026 Jul 28, 2026
Maple Capital Management, Inc. History No change 4,921 1,164 0.07% 0.07% 1317 0 0.0% Q2 2026 Aug 13, 2026
Beacon Capital Management, LLC History No change 4,918 1,163 0.17% 0.17% 1318 0 0.0% Q2 2026 Jul 29, 2026
Trace Wealth Advisors, LLC History No change 4,918 1,163 0.76% 0.76% 1319 0 0.0% Q2 2026 Jul 28, 2026
Insight Advisors, LLC/ PA History No change 4,912 1,162 0.2% 0.2% 1320 0 0.0% Q2 2026 Aug 05, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 4,881 1,155 0.78% 0.78% 1321 0 0.0% Q2 2026 Jul 15, 2026
Catalyst Investment Management LLC History No change 4,878 1,154 1.05% 1.05% 1322 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 4,866 1,151 0.36% 0.36% 1323 0 0.0% Q2 2026 Jul 27, 2026
Cranbrook Wealth Management, LLC History No change 4,863 1,150 0.22% 0.22% 1324 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 4,861 1,150 0.17% 0.17% 1325 0 0.0% Q2 2026 Aug 14, 2026
O'ROURKE & COMPANY, Inc History No change 4,860 1,150 0.4% 0.4% 1326 0 0.0% Q2 2026 Aug 14, 2026
Lakeside Advisors, INC. History No change 4,863 1,150 0.72% 0.72% 1327 0 0.0% Q2 2026 Jul 31, 2026
GAMCO INVESTORS, INC. ET AL History No change 4,854 1,148 0.01% 0.01% 1328 0 0.0% Q2 2026 Aug 12, 2026
BBR PARTNERS, LLC History No change 4,842 1,145 0.05% 0.05% 1329 0 0.0% Q2 2026 Aug 11, 2026
Advisor Resource Council History No change 4,789 1,144 0.32% 0.32% 1330 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial Wealth Advisors, LLC History No change 4,830 1,142 0.15% 0.15% 1331 0 0.0% Q2 2026 Jul 15, 2026
Tandem Investment Partners LLC History No change 4,825 1,141 0.88% 0.88% 1332 0 0.0% Q2 2026 Jul 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 4,813 1,138 0.2% 0.2% 1333 0 0.0% Q2 2026 Aug 14, 2026
Simmons Bank History No change 4,808 1,137 0.06% 0.06% 1334 0 0.0% Q2 2026 Jul 31, 2026
Hamilton Wealth, LLC History No change 4,780 1,131 0.21% 0.21% 1335 0 0.0% Q2 2026 Aug 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 4,782 1,131 0.79% 0.79% 1336 0 0.0% Q2 2026 Jul 27, 2026
Sage Mountain Advisors LLC History No change 4,776 1,130 0.07% 0.07% 1337 0 0.0% Q2 2026 Aug 05, 2026
Urban Wealth Management, LLC History No change 4,778 1,130 0.98% 0.98% 1338 0 0.0% Q2 2026 Jul 23, 2026
Entruity Wealth, LLC History No change 4,760 1,126 0.73% 0.73% 1339 0 0.0% Q2 2026 Aug 13, 2026
SFMG, LLC History No change 4,755 1,125 0.07% 0.07% 1340 0 0.0% Q2 2026 Aug 13, 2026
J2 Capital Management Inc History No change 4,752 1,124 0.76% 0.76% 1341 0 0.0% Q2 2026 Jul 20, 2026
Warther Private Wealth, LLC History No change 4,723 1,117 0.24% 0.24% 1342 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 4,720 1,116 0.0% 0.0% 1343 0 0.0% Q2 2026 Aug 04, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 4,715 1,115 0.15% 0.15% 1344 0 0.0% Q2 2026 Jul 29, 2026
Lester Murray Antman dba SimplyRich History No change 99,591 1,115 0.26% 0.26% 1345 0 0.0% Q2 2026 Jul 31, 2026
Highview Capital Management LLC/DE/ History No change 4,704 1,113 0.32% 0.32% 1346 0 0.0% Q2 2026 Aug 11, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 4,702 1,112 0.1% 0.1% 1347 0 0.0% Q2 2026 Jul 29, 2026
Occidental Asset Management, LLC History No change 4,696 1,111 0.11% 0.11% 1348 0 0.0% Q2 2026 Aug 07, 2026
Beta Wealth Group, Inc. History No change 4,683 1,108 0.42% 0.42% 1349 0 0.0% Q2 2026 Jul 24, 2026
Gradient Capital Advisors, LLC History No change 4,680 1,107 0.26% 0.26% 1350 0 0.0% Q2 2026 Jul 13, 2026
FULTON BANK, N.A. History No change 4,678 1,106 0.03% 0.03% 1351 0 0.0% Q2 2026 Jul 09, 2026
Canal Capital Management, LLC History No change 4,664 1,103 0.13% 0.13% 1352 0 0.0% Q2 2026 Jul 28, 2026
Foster Victor Wealth Advisors, LLC History No change 4,652 1,103 0.06% 0.06% 1353 0 0.0% Q2 2026 Jul 22, 2026
OpenArc Corporate Advisory, LLC History No change 4,664 1,103 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 05, 2026
PRAIRIE ADVISORY, LLC History No change 4,658 1,102 0.26% 0.26% 1355 0 0.0% Q2 2026 Jul 20, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 4,654 1,101 0.65% 0.65% 1356 0 0.0% Q2 2026 Jul 21, 2026
Unify Financial Advisors History No change 4,645 1,099 1.01% 1.01% 1357 0 0.0% Q2 2026 Jul 21, 2026
AssuredPartners Investment Advisors, LLC History No change 4,643 1,098 0.11% 0.11% 1358 0 0.0% Q2 2026 Aug 10, 2026
Rossmore Private Capital History No change 4,638 1,097 0.09% 0.09% 1359 0 0.0% Q2 2026 Jul 31, 2026
Roger Wittlin Investment Advisory, LLC History No change 4,639 1,097 0.86% 0.86% 1360 0 0.0% Q2 2026 Jul 17, 2026
SAGE RHINO CAPITAL LLC History No change 4,622 1,093 0.18% 0.18% 1361 0 0.0% Q2 2026 Aug 03, 2026
Rockwood Wealth Management, LLC History No change 4,586 1,085 0.07% 0.07% 1362 0 0.0% Q2 2026 Jul 13, 2026
Rossby Financial, LCC History No change 4,632 1,084 0.2% 0.2% 1363 0 0.0% Q2 2026 Aug 04, 2026
GREENLEAF TRUST History No change 4,554 1,077 0.01% 0.01% 1364 0 0.0% Q2 2026 Jul 21, 2026
ABLE Financial Group, LLC History No change 4,550 1,076 0.18% 0.18% 1365 0 0.0% Q2 2026 Jul 22, 2026
TOWNSQUARE CAPITAL LLC History No change 4,543 1,075 0.2% 0.2% 1366 0 0.0% Q2 2026 Aug 14, 2026
New World Advisors LLC History No change 4,544 1,075 0.18% 0.18% 1367 0 0.0% Q2 2026 Aug 12, 2026
Coastal Bridge Advisors, LLC History No change 4,540 1,074 0.07% 0.07% 1368 0 0.0% Q2 2026 Aug 17, 2026
Raub Brock Capital Management LP History No change 4,534 1,072 0.3% 0.3% 1369 0 0.0% Q2 2026 Jul 14, 2026
Boston Trust Walden Corp History No change 4,521 1,069 0.01% 0.01% 1370 0 0.0% Q2 2026 Jul 24, 2026
Asset Dedication, LLC History No change 4,514 1,068 0.07% 0.07% 1371 0 0.0% Q2 2026 Jul 30, 2026
Legacy Financial Strategies, LLC History No change 4,518 1,068 0.17% 0.17% 1372 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 4,514 1,067 0.24% 0.24% 1373 0 0.0% Q2 2026 Jul 27, 2026
Agate Pass Investment Management, LLC History No change 4,501 1,065 0.39% 0.39% 1374 0 0.0% Q2 2026 Jul 08, 2026
Cambridge Financial Group, LLC History No change 4,503 1,065 0.34% 0.34% 1375 0 0.0% Q3 2026 Oct 06, 2026
ANDERSON HOAGLAND & CO History No change 4,498 1,064 0.08% 0.08% 1376 0 0.0% Q2 2026 Jul 06, 2026
Calamos Wealth Management LLC History No change 4,498 1,064 0.03% 0.03% 1377 0 0.0% Q2 2026 Jul 31, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 4,496 1,063 0.17% 0.17% 1378 0 0.0% Q2 2026 Jul 29, 2026
Integris Wealth Management, LLC History No change 4,494 1,063 0.21% 0.21% 1379 0 0.0% Q2 2026 Jul 10, 2026
Hobart Private Capital, LLC History No change 4,493 1,063 0.18% 0.18% 1380 0 0.0% Q2 2026 Jul 06, 2026
Mason Investment Advisory Services, Inc. History No change 4,468 1,057 0.04% 0.04% 1381 0 0.0% Q2 2026 Aug 13, 2026
BlueChip Wealth Advisors LLC History No change 4,469 1,057 0.4% 0.4% 1382 0 0.0% Q2 2026 Jul 30, 2026
Newman Dignan & Sheerar, Inc. History No change 4,456 1,054 0.2% 0.2% 1383 0 0.0% Q2 2026 Jul 14, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 4,455 1,054 0.61% 0.61% 1384 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,452 1,053 0.01% 0.01% 1385 0 0.0% Q2 2026 Aug 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 4,440 1,050 0.02% 0.02% 1386 0 0.0% Q2 2026 Jul 31, 2026
FOSTER & MOTLEY INC History No change 4,433 1,049 0.05% 0.05% 1387 0 0.0% Q2 2026 Aug 07, 2026
Morling Financial Advisors, LLC History No change 4,435 1,049 0.29% 0.29% 1388 0 0.0% Q2 2026 Aug 06, 2026
LongView Wealth Management History No change 4,436 1,049 0.27% 0.27% 1389 0 0.0% Q2 2026 Jul 17, 2026
Beacon Bank & Trust History No change 4,423 1,046 0.2% 0.2% 1390 0 0.0% Q2 2026 Aug 03, 2026
Aureus Asset Management, LLC History No change 4,406 1,042 0.06% 0.06% 1391 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 4,398 1,040 0.1% 0.1% 1392 0 0.0% Q2 2026 Jul 09, 2026
Wilmington Savings Fund Society, FSB History No change 4,373 1,034 0.02% 0.02% 1393 0 0.0% Q2 2026 Jul 28, 2026
Klingman & Associates, LLC History No change 4,372 1,034 0.04% 0.04% 1394 0 0.0% Q2 2026 Jul 29, 2026
JRM Investment Counsel, LLC History No change 4,344 1,027 0.25% 0.25% 1395 0 0.0% Q2 2026 Aug 13, 2026
Millennium Capital Advisors, LLC History No change 4,338 1,026 0.56% 0.56% 1396 0 0.0% Q2 2026 Jul 28, 2026
Gemmer Asset Management LLC History No change 4,328 1,024 0.07% 0.07% 1397 0 0.0% Q2 2026 Jul 15, 2026
Westmount Partners, LLC History No change 4,314 1,020 0.22% 0.22% 1398 0 0.0% Q2 2026 Jul 07, 2026
CULLEN/FROST BANKERS, INC. History No change 4,306 1,018 0.01% 0.01% 1399 0 0.0% Q2 2026 Jul 27, 2026
Anson Capital, Inc. History No change 4,285 1,013 0.66% 0.66% 1400 0 0.0% Q2 2026 Jul 29, 2026
Chancellor Financial Group WB LP History No change 4,274 1,011 0.63% 0.63% 1401 0 0.0% Q2 2026 Aug 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,307 1,004 0.09% 0.09% 1402 0 0.0% Q3 2026 Oct 07, 2026
Hopwood Nicholas Hunter History No change 4,213 996 0.27% 0.27% 1403 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 4,191 992 0.36% 0.36% 1404 0 0.0% Q2 2026 Jul 08, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 4,193 992 0.15% 0.15% 1405 0 0.0% Q2 2026 Aug 13, 2026
CAMDEN NATIONAL BANK History No change 4,179 988 0.13% 0.13% 1406 0 0.0% Q2 2026 Jul 31, 2026
UNION SAVINGS BANK History No change 4,176 988 0.4% 0.4% 1407 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Reduced 4,229 986 0.03% 0.03% 1408 -34 -0.8% Q3 2026 Oct 08, 2026
Signal Advisors Wealth, LLC History No change 4,160 984 0.05% 0.05% 1409 0 0.0% Q2 2026 Aug 04, 2026
HighRoad Wealth Advisors, LLC History No change 4,159 984 0.83% 0.83% 1410 0 0.0% Q2 2026 Jul 21, 2026
Sterling Investment Advisors, Ltd. History No change 4,147 981 0.16% 0.16% 1411 0 0.0% Q2 2026 Jul 28, 2026
Aureum Wealth Management, LLC History No change 4,150 981 0.61% 0.61% 1412 0 0.0% Q2 2026 Jul 22, 2026
Lantern Wealth Advisors, LLC History No change 4,145 980 0.45% 0.45% 1413 0 0.0% Q2 2026 Jul 28, 2026
Capital Management Associates, Inc History No change 4,140 979 0.2% 0.2% 1414 0 0.0% Q2 2026 Jul 22, 2026
WEST BANCORPORATION INC History No change 4,137 978 0.42% 0.42% 1415 0 0.0% Q2 2026 Jul 23, 2026
Financial Enhancement Group LLC History No change 4,117 975 0.11% 0.12% 1416 0 0.0% Q3 2026 Oct 08, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 4,116 974 0.02% 0.02% 1417 0 0.0% Q2 2026 Aug 11, 2026
Grey Ledge Advisors, LLC History No change 4,120 974 0.2% 0.2% 1418 0 0.0% Q2 2026 Jul 27, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 4,115 973 0.21% 0.21% 1419 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 4,109 972 0.09% 0.09% 1420 0 0.0% Q2 2026 Jul 24, 2026
TCI Wealth Advisors, Inc. History No change 4,102 970 0.04% 0.04% 1421 0 0.0% Q2 2026 Jul 29, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 4,097 969 0.13% 0.13% 1422 0 0.0% Q2 2026 Jul 20, 2026
Seaside Wealth Management, Inc. History No change 4,095 968 0.24% 0.24% 1423 0 0.0% Q2 2026 Aug 05, 2026
Walsh & Associates, LLC History No change 4,079 965 0.79% 0.79% 1424 0 0.0% Q2 2026 Jul 21, 2026
NIXON PEABODY TRUST CO History No change 4,076 964 0.07% 0.07% 1425 0 0.0% Q2 2026 Jul 27, 2026
Welch Group, LLC History No change 4,070 963 0.03% 0.03% 1426 0 0.0% Q2 2026 Jul 23, 2026
Kathmere Capital Management, LLC History No change 4,070 963 0.05% 0.05% 1427 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 4,056 959 0.04% 0.04% 1428 0 0.0% Q2 2026 Jul 02, 2026
Lutz Financial Services LLC History No change 4,051 958 0.06% 0.06% 1429 0 0.0% Q2 2026 Aug 05, 2026
TCV Trust & Wealth Management, Inc. History No change 4,027 952 0.07% 0.07% 1430 0 0.0% Q2 2026 Jul 24, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 4,016 950 0.08% 0.08% 1431 0 0.0% Q2 2026 Jul 09, 2026
WILLNER & HELLER, LLC History No change 4,011 949 0.59% 0.59% 1432 0 0.0% Q2 2026 Jul 07, 2026
Krane Financial Solutions LLC History No change 4,007 948 0.58% 0.58% 1433 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 4,000 946 0.0% 0.0% 1434 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 3,987 941 0.3% 0.3% 1435 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 3,965 938 0.12% 0.12% 1436 0 0.0% Q2 2026 Aug 11, 2026
Barnes Wealth Management Group, Inc History No change 3,952 935 0.43% 0.43% 1437 0 0.0% Q2 2026 Jul 24, 2026
Clark Asset Management, LLC History No change 3,950 934 0.07% 0.07% 1438 0 0.0% Q2 2026 Jul 07, 2026
Independence Financial Advisors, LLC History Added to 3,997 932 0.23% 0.24% 1439 +15 0.38% Q3 2026 Oct 08, 2026
Sendero Wealth Management, LLC History No change 3,932 930 0.09% 0.09% 1440 0 0.0% Q2 2026 Aug 04, 2026
First Bancorp, Inc /ME/ History No change 3,920 927 0.37% 0.37% 1441 0 0.0% Q2 2026 Aug 11, 2026
Ascent Wealth Partners, LLC History No change 3,918 927 0.09% 0.09% 1442 0 0.0% Q2 2026 Jul 31, 2026
EdgeRock Capital LLC History No change 3,907 924 0.21% 0.21% 1443 0 0.0% Q2 2026 Jul 24, 2026
Alteri Wealth LLC History No change 3,901 923 0.25% 0.25% 1444 0 0.0% Q2 2026 Jul 29, 2026
Northwest Wealth Advisors, LLC History No change 3,887 919 0.53% 0.53% 1445 0 0.0% Q2 2026 Jul 23, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History No change 3,866 914 0.24% 0.24% 1446 0 0.0% Q2 2026 Jul 27, 2026
Pine Valley Investments Ltd Liability Co History No change 3,864 914 0.04% 0.04% 1447 0 0.0% Q2 2026 Jul 24, 2026
AMERIFLEX GROUP, INC. History No change 3,857 912 0.37% 0.37% 1448 0 0.0% Q2 2026 Aug 13, 2026
Mallini Complete Financial Planning LLC History Added to 3,908 911 0.64% 0.28% 1449 +2,266 138.0% Q3 2026 Oct 06, 2026
Mechanics Bank Trust Department History No change 3,849 910 0.11% 0.11% 1450 0 0.0% Q2 2026 Jul 07, 2026
Bolthouse Investments, LLC History No change 3,846 910 0.74% 0.74% 1451 0 0.0% Q2 2026 Aug 11, 2026
3Chopt Investment Partners, LLC History No change 3,846 910 0.17% 0.17% 1452 0 0.0% Q2 2026 Jul 29, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,838 908 0.01% 0.01% 1453 0 0.0% Q2 2026 Aug 07, 2026
Great Lakes Retirement, Inc. History No change 3,839 908 0.08% 0.08% 1454 0 0.0% Q2 2026 Jul 30, 2026
Revolve Wealth Partners, LLC History No change 3,841 908 0.09% 0.09% 1455 0 0.0% Q2 2026 Jul 09, 2026
Future Financial Wealth Managment LLC History No change 3,817 905 0.56% 0.56% 1456 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Holdings Inc. History No change 3,815 902 0.07% 0.07% 1457 0 0.0% Q2 2026 Aug 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,808 901 0.05% 0.05% 1458 0 0.0% Q2 2026 Aug 10, 2026
Glenview Trust Co History No change 3,802 899 0.01% 0.01% 1459 0 0.0% Q2 2026 Aug 18, 2026
INTRUST BANK NA History No change 3,799 898 0.07% 0.07% 1460 0 0.0% Q2 2026 Aug 05, 2026
Missouri Trust & Investment Co History No change 3,758 898 0.24% 0.24% 1461 0 0.0% Q2 2026 Aug 13, 2026
VeraBank, N.A. History No change 3,790 896 0.15% 0.15% 1462 0 0.0% Q2 2026 Aug 05, 2026
WILLIAM JOHN SEMPOLINSKI History No change 3,788 896 0.36% 0.36% 1463 0 0.0% Q2 2026 Aug 14, 2026
OMNI 360 Wealth, Inc. History No change 3,782 894 0.41% 0.41% 1464 0 0.0% Q2 2026 Jul 13, 2026
Hegarty Advisors, LLC History No change 3,758 889 0.61% 0.61% 1465 0 0.0% Q2 2026 Jul 27, 2026
NewCorp Financial Services, Inc. History No change 3,739 884 0.68% 0.68% 1466 0 0.0% Q2 2026 Aug 03, 2026
Obermeyer Wealth Partners History No change 3,736 883 0.04% 0.04% 1467 0 0.0% Q2 2026 Jul 29, 2026
Sequent Planning LLC History No change 3,731 882 0.19% 0.19% 1468 0 0.0% Q2 2026 Aug 14, 2026
Minot DeBlois Advisors LLC History No change 3,717 879 0.75% 0.75% 1469 0 0.0% Q2 2026 Aug 13, 2026
Index Fund Advisors, Inc. History No change 3,719 879 0.03% 0.03% 1470 0 0.0% Q2 2026 Aug 12, 2026
Thrive Wealth Management, LLC History No change 3,718 879 0.11% 0.11% 1471 0 0.0% Q2 2026 Jul 07, 2026
Magnus Financial Group LLC History No change 3,714 878 0.06% 0.06% 1472 0 0.0% Q2 2026 Jul 09, 2026
COURIER CAPITAL LLC History No change 3,709 877 0.04% 0.04% 1473 0 0.0% Q2 2026 Jul 16, 2026
BLB&B Advisors, LLC History No change 3,710 877 0.03% 0.03% 1474 0 0.0% Q2 2026 Aug 05, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 3,705 876 0.3% 0.3% 1475 0 0.0% Q2 2026 Jul 30, 2026
AM INVESTMENT STRATEGIES LLC History No change 3,686 872 0.17% 0.17% 1476 0 0.0% Q2 2026 Jul 16, 2026
Ring Mountain Capital, LLC History No change 3,689 872 0.37% 0.37% 1477 0 0.0% Q2 2026 Aug 11, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 3,685 871 0.26% 0.26% 1478 0 0.0% Q2 2026 Aug 10, 2026
Wealthquest Corp History No change 3,667 867 0.05% 0.05% 1479 0 0.0% Q2 2026 Jul 23, 2026
Prospect Financial Group LLC History No change 3,655 864 0.7% 0.7% 1480 0 0.0% Q2 2026 Aug 06, 2026
Elser Financial Planning, Inc History No change 3,652 864 0.04% 0.04% 1481 0 0.0% Q2 2026 Jul 14, 2026
Topsail Wealth Management, LLC History No change 3,649 863 0.11% 0.11% 1482 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 3,643 862 0.05% 0.05% 1483 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisors Network, Inc. History No change 3,644 862 0.11% 0.11% 1484 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 3,644 862 0.08% 0.08% 1485 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Counsel, LLC History No change 3,641 861 0.11% 0.11% 1486 0 0.0% Q2 2026 Jul 15, 2026
BlueStem Wealth Partners, LLC History No change 3,627 858 0.09% 0.09% 1487 0 0.0% Q2 2026 Aug 11, 2026
James J. Burns & Company, LLC History No change 3,613 855 0.09% 0.09% 1488 0 0.0% Q2 2026 Aug 06, 2026
APPLETON PARTNERS INC/MA History No change 3,606 853 0.05% 0.05% 1489 0 0.0% Q2 2026 Jul 21, 2026
Empowered Funds, LLC History No change 3,605 853 0.0% 0.0% 1490 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 3,607 851 0.05% 0.05% 1491 0 0.0% Q2 2026 Jul 14, 2026
Bay Capital Advisors, LLC History No change 3,596 850 0.46% 0.46% 1492 0 0.0% Q2 2026 Jul 21, 2026
Prospera Capital Management, LLC History No change 3,556 850 0.27% 0.27% 1493 0 0.0% Q2 2026 Jul 27, 2026
Autumn Glory Partners, LLC History No change 3,585 848 0.24% 0.24% 1494 0 0.0% Q2 2026 Aug 03, 2026
Aventus Investment Advisors, Inc. History No change 3,587 848 0.62% 0.62% 1495 0 0.0% Q2 2026 Jul 24, 2026
WESTBOURNE INVESTMENTS, INC. History No change 3,582 847 0.35% 0.35% 1496 0 0.0% Q2 2026 Aug 11, 2026
UNIQUE WEALTH, LLC History No change 3,558 841 0.1% 0.1% 1497 0 0.0% Q2 2026 Jul 21, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,531 836 0.02% 0.02% 1498 0 0.0% Q2 2026 Aug 11, 2026
Cauble & Harre Wealth Management, Inc. History No change 3,535 836 0.67% 0.67% 1499 0 0.0% Q2 2026 Aug 11, 2026
Blue Zone Wealth Advisors, LLC History No change 3,532 835 0.15% 0.15% 1500 0 0.0% Q2 2026 Jul 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 3,518 832 0.05% 0.05% 1501 0 0.0% Q2 2026 Aug 12, 2026
Rockbridge Investment Management, LCC History No change 3,518 832 0.07% 0.07% 1502 0 0.0% Q2 2026 Aug 14, 2026
Saiph Capital, LLC History No change 3,517 832 0.25% 0.25% 1503 0 0.0% Q2 2026 Jul 29, 2026
Valor Advisors LLC History No change 3,519 832 0.61% 0.61% 1504 0 0.0% Q2 2026 Aug 14, 2026
Arcus Capital Partners, LLC History No change 3,513 831 0.34% 0.34% 1505 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 3,506 830 0.03% 0.03% 1506 0 0.0% Q2 2026 Aug 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 3,507 829 0.03% 0.03% 1507 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 3,500 828 0.0% 0.0% 1508 0 0.0% Q2 2026 Aug 13, 2026
Olde Wealth Management, LLC History No change 3,496 827 0.23% 0.23% 1509 0 0.0% Q2 2026 Aug 13, 2026
Wealth Group Ltd History Reduced 3,516 826 0.15% 0.16% 1510 -42 -1.18% Q3 2026 Oct 07, 2026
Nautilus Advisors LLC History Added to 3,542 826 0.5% 0.5% 1511 +3 0.08% Q3 2026 Oct 06, 2026
ADAPT WEALTH ADVISORS, LLC History No change 3,479 823 0.27% 0.27% 1512 0 0.0% Q2 2026 Aug 12, 2026
Sage Capital Management, LLC History No change 3,477 823 0.32% 0.32% 1513 0 0.0% Q2 2026 Jul 20, 2026
Telos Capital Management, Inc. History No change 3,463 819 0.07% 0.07% 1514 0 0.0% Q2 2026 Jul 22, 2026
Radnor Capital Management, LLC History No change 3,459 818 0.11% 0.11% 1515 0 0.0% Q2 2026 Jul 16, 2026
Brown Miller Wealth Management, LLC History No change 3,440 814 0.2% 0.2% 1516 0 0.0% Q2 2026 Jul 16, 2026
Legacy Private Trust Co. History No change 3,487 813 0.04% 0.05% 1517 0 0.0% Q3 2026 Oct 06, 2026
Three Bridge Wealth Advisors, LLC History No change 3,429 811 0.2% 0.2% 1518 0 0.0% Q2 2026 Jul 27, 2026
Nordwand Advisors, LLC History No change 3,429 811 0.12% 0.12% 1519 0 0.0% Q2 2026 Aug 07, 2026
Leading Edge Financial Planning LLC History No change 3,424 810 0.14% 0.14% 1520 0 0.0% Q2 2026 Aug 06, 2026
CCG WEALTH MANAGEMENT, LLC History No change 3,417 808 0.19% 0.19% 1521 0 0.0% Q2 2026 Aug 07, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,409 806 0.05% 0.05% 1522 0 0.0% Q2 2026 Aug 07, 2026
First Growth Capital LLC History No change 3,408 806 0.61% 0.61% 1523 0 0.0% Q2 2026 Jul 16, 2026
AlTi Global, Inc. History No change 3,401 804 0.02% 0.02% 1524 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 3,384 800 0.04% 0.04% 1525 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 3,379 799 0.1% 0.1% 1526 0 0.0% Q2 2026 Jul 09, 2026
Aerodigm Wealth, LLC History No change 3,376 798 0.27% 0.27% 1527 0 0.0% Q2 2026 Aug 04, 2026
Pine Harbor Wealth Management, LLC History No change 3,374 798 0.21% 0.21% 1528 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 3,362 795 0.09% 0.09% 1529 0 0.0% Q2 2026 Jul 29, 2026
Koa Wealth Management, LLC History No change 3,362 795 0.54% 0.54% 1530 0 0.0% Q2 2026 Jul 20, 2026
Plante Moran Financial Advisors, LLC History No change 3,349 792 0.04% 0.04% 1531 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,393 791 0.02% 0.02% 1532 -613 -15.3% Q3 2026 Oct 05, 2026
Schaeffer Financial LLC History No change 3,345 791 0.61% 0.61% 1533 0 0.0% Q2 2026 Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,338 789 0.0% 0.0% 1534 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History No change 3,337 789 0.13% 0.13% 1535 0 0.0% Q2 2026 Jul 09, 2026
JB Capital LLC History No change 3,330 788 0.03% 0.03% 1536 0 0.0% Q2 2026 Jul 29, 2026
Schrum Private Wealth Management LLC History No change 4,140 788 0.81% 0.81% 1537 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Wealth Management LLC History No change 3,324 786 0.23% 0.23% 1538 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 3,322 786 0.16% 0.16% 1539 0 0.0% Q2 2026 Aug 07, 2026
Texas Yale Capital Corp. History No change 3,321 785 0.02% 0.02% 1540 0 0.0% Q2 2026 Aug 12, 2026
Sherry Group, Inc. History No change 3,332 785 0.77% 0.77% 1541 0 0.0% Q2 2026 Jul 15, 2026
Valued Retirements, Inc. History No change 3,313 783 0.7% 0.7% 1542 0 0.0% Q2 2026 Aug 13, 2026
Frisch Financial Group, Inc. History No change 3,301 781 0.13% 0.13% 1543 0 0.0% Q2 2026 Aug 14, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 3,297 780 0.07% 0.07% 1544 0 0.0% Q2 2026 Jul 09, 2026
FF Advisors,LLC History No change 3,299 780 0.29% 0.29% 1545 0 0.0% Q2 2026 Jul 29, 2026
Capital Group Private Client Services, Inc. History No change 3,287 777 0.01% 0.01% 1546 0 0.0% Q2 2026 Aug 12, 2026
Richard W. Paul & Associates, LLC History No change 3,285 777 0.24% 0.24% 1547 0 0.0% Q2 2026 Aug 10, 2026
DB&C Advisors, LLC History No change 3,277 775 0.84% 0.84% 1548 0 0.0% Q2 2026 Jul 31, 2026
Hilltop National Bank History No change 3,274 774 0.17% 0.17% 1549 0 0.0% Q2 2026 Jul 01, 2026
JGP Wealth Management, LLC History No change 3,264 772 0.07% 0.07% 1550 0 0.0% Q2 2026 Jul 07, 2026
Cannell & Spears LLC History No change 3,260 771 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 11, 2026
Grove Bank & Trust History Reduced 3,303 770 0.08% 0.08% 1552 -119 -3.48% Q3 2026 Oct 08, 2026
Ellis Investment Partners, LLC History No change 3,255 770 0.12% 0.12% 1553 0 0.0% Q2 2026 Aug 05, 2026
HFG Advisors, Inc. History No change 3,248 768 0.48% 0.48% 1554 0 0.0% Q2 2026 Aug 07, 2026
Rise Advisors, LLC History No change 3,243 767 0.22% 0.22% 1555 0 0.0% Q2 2026 Jul 10, 2026
Lakeridge Wealth Management LLC History No change 3,239 766 0.28% 0.28% 1556 0 0.0% Q2 2026 Jul 14, 2026
Boltwood Capital Management History Reduced 3,275 764 0.17% 0.18% 1557 -125 -3.68% Q3 2026 Oct 02, 2026
Proficio Capital Partners LLC History No change 3,230 764 0.03% 0.03% 1558 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 3,229 764 0.38% 0.38% 1559 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,224 762 0.05% 0.05% 1560 0 0.0% Q2 2026 Jul 23, 2026
RFG - Bristol Wealth Advisors, LLC History No change 3,218 761 0.18% 0.18% 1561 0 0.0% Q2 2026 Jul 27, 2026
Thompson David Blair History No change 3,219 761 0.38% 0.38% 1562 0 0.0% Q2 2026 Aug 14, 2026
TMB Capital Partners, LLC History No change 3,215 760 0.24% 0.24% 1563 0 0.0% Q2 2026 Jul 24, 2026
NBH Bank History No change 3,215 760 0.32% 0.32% 1564 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 3,206 758 0.11% 0.11% 1565 0 0.0% Q2 2026 Aug 03, 2026
Flagstone Financial Management History No change 3,190 754 0.17% 0.17% 1566 0 0.0% Q2 2026 Jul 21, 2026
Octavia Wealth Advisors, LLC History No change 3,184 753 0.07% 0.07% 1567 0 0.0% Q2 2026 Jul 14, 2026
MATRIX ASSET ADVISORS INC/NY History No change 3,180 752 0.06% 0.06% 1568 0 0.0% Q2 2026 Jul 15, 2026
VIAWEALTH, LLC History No change 3,172 750 0.38% 0.38% 1569 0 0.0% Q2 2026 Aug 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,157 747 0.04% 0.04% 1570 0 0.0% Q2 2026 Aug 11, 2026
Hamilton Capital, LLC History Added to 3,198 746 0.04% 0.04% 1571 +7 0.22% Q3 2026 Oct 08, 2026
Symphony Financial, Ltd. Co. History No change 3,150 745 0.08% 0.08% 1572 0 0.0% Q2 2026 Aug 03, 2026
Fortis Group Advisors, LLC History No change 3,148 744 0.12% 0.12% 1573 0 0.0% Q2 2026 Jul 24, 2026
Phillips Wealth Planners LLC History No change 3,112 743 0.55% 0.55% 1574 0 0.0% Q2 2026 Aug 07, 2026
Pitcairn Wealth Advisors LLC History No change 3,141 743 0.08% 0.08% 1575 0 0.0% Q2 2026 Aug 10, 2026
Mason & Associates Inc History No change 3,132 741 0.12% 0.12% 1576 0 0.0% Q2 2026 Jul 23, 2026
Wright Wealth LLC History No change 3,126 739 0.44% 0.44% 1577 0 0.0% Q2 2026 Jul 29, 2026
MPS Loria Financial Planners, LLC History No change 3,113 736 0.17% 0.17% 1578 0 0.0% Q2 2026 Jul 30, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 3,112 736 0.07% 0.07% 1579 0 0.0% Q2 2026 Jul 16, 2026
N.E.W. Advisory Services LLC History No change 3,103 734 0.05% 0.05% 1580 0 0.0% Q2 2026 Aug 06, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 3,094 732 0.05% 0.05% 1581 0 0.0% Q2 2026 Jul 21, 2026
Ballast, Inc. History No change 3,091 731 0.14% 0.14% 1582 0 0.0% Q2 2026 Jul 10, 2026
HANCOCK WHITNEY CORP History No change 3,089 730 0.01% 0.01% 1583 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 3,087 730 0.04% 0.04% 1584 0 0.0% Q2 2026 Jul 20, 2026
Worth Financial Advisory Group, LLC History No change 3,077 728 0.3% 0.3% 1585 0 0.0% Q2 2026 Jul 30, 2026
Accurate Wealth Management, LLC History No change 3,042 726 0.07% 0.07% 1586 0 0.0% Q2 2026 Jul 14, 2026
Phillip James Consulting Co. History No change 3,065 725 0.48% 0.48% 1587 0 0.0% Q2 2026 Jul 28, 2026
Arsenal Capital Advisors LLC History No change 3,058 723 0.43% 0.43% 1588 0 0.0% Q2 2026 Aug 11, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 3,052 722 0.14% 0.14% 1589 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 3,047 721 0.07% 0.07% 1590 0 0.0% Q2 2026 Jul 29, 2026
PACIFIC SUN FINANCIAL CORP History No change 3,046 720 0.3% 0.3% 1591 0 0.0% Q2 2026 Aug 07, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 3,087 720 0.46% 0.44% 1592 0 0.0% Q3 2026 Oct 07, 2026
Farmers National Bank History No change 3,037 718 0.15% 0.15% 1593 0 0.0% Q2 2026 Aug 11, 2026
Optas, LLC History No change 3,017 713 0.1% 0.1% 1594 0 0.0% Q2 2026 Jul 21, 2026
ARS Wealth Advisors Group, LLC History No change 3,017 713 0.06% 0.06% 1595 0 0.0% Q2 2026 Jul 16, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 3,013 712 0.03% 0.03% 1596 0 0.0% Q2 2026 Jul 13, 2026
RPS ADVISORY SOLUTIONS LLC History No change 3,009 712 0.47% 0.47% 1597 0 0.0% Q2 2026 Aug 11, 2026
Financial Life Planners History No change 3,010 712 0.46% 0.46% 1598 0 0.0% Q2 2026 Jul 21, 2026
Second Line Capital, LLC History No change 3,008 711 0.13% 0.13% 1599 0 0.0% Q2 2026 Sep 02, 2026
Heritage Family Offices, LLP History No change 3,008 711 0.27% 0.27% 1600 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 3,008 711 0.28% 0.28% 1601 0 0.0% Q2 2026 Jul 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 3,002 710 0.23% 0.23% 1602 0 0.0% Q2 2026 Jul 17, 2026
GTS SECURITIES LLC History No change 3,000 709 0.01% 0.01% 1603 0 0.0% Q2 2026 Aug 14, 2026
Tanager Wealth Management LLP History No change 2,999 709 0.06% 0.06% 1604 0 0.0% Q2 2026 Jul 23, 2026
Scott Capital Advisors, LLC History No change 2,991 707 0.11% 0.11% 1605 0 0.0% Q2 2026 Jul 10, 2026
Gaddis Premier Wealth Advisors LLC History No change 2,980 705 0.43% 0.43% 1606 0 0.0% Q2 2026 Aug 04, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,967 702 0.0% 0.0% 1607 0 0.0% Q2 2026 Aug 10, 2026
Caitlin John, LLC History No change 2,970 702 0.38% 0.38% 1608 0 0.0% Q2 2026 Aug 17, 2026
Fortune Financial Advisors, LLC History No change 2,961 700 0.3% 0.3% 1609 0 0.0% Q2 2026 Jul 22, 2026
Rollins Financial Advisors, LLC History No change 2,958 699 0.09% 0.09% 1610 0 0.0% Q2 2026 Aug 04, 2026
Integrity Financial Corp /WA History No change 2,954 699 0.33% 0.33% 1611 0 0.0% Q2 2026 Jul 31, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 2,951 698 0.43% 0.43% 1612 0 0.0% Q2 2026 Jul 28, 2026
Frazier Financial Advisors, LLC History No change 2,946 697 0.35% 0.35% 1613 0 0.0% Q2 2026 Aug 10, 2026
Hikari Tsushin, Inc. History No change 2,942 696 0.05% 0.05% 1614 0 0.0% Q2 2026 Aug 11, 2026
Wealth Management Partners, LLC History No change 2,945 696 0.16% 0.16% 1615 0 0.0% Q2 2026 Jul 22, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 2,940 695 0.04% 0.04% 1616 0 0.0% Q2 2026 Sep 11, 2026
Lauterbach Financial Advisors, LLC History No change 2,941 695 0.3% 0.3% 1617 0 0.0% Q2 2026 Jul 27, 2026
Team Hewins, LLC History No change 2,935 694 0.19% 0.19% 1618 0 0.0% Q2 2026 Jul 29, 2026
Baldwin Investment Management, LLC History No change 2,913 689 0.07% 0.07% 1619 0 0.0% Q2 2026 Jul 28, 2026
American Money Management, LLC History No change 2,915 689 0.1% 0.1% 1620 0 0.0% Q2 2026 Aug 13, 2026
Bensler, LLC History No change 2,916 689 0.06% 0.06% 1621 0 0.0% Q2 2026 Jul 23, 2026
CHRISTINE MESSMER PC History No change 2,908 688 0.39% 0.39% 1622 0 0.0% Q2 2026 Jul 23, 2026
Glassman Wealth Services History No change 2,900 686 0.08% 0.08% 1623 0 0.0% Q2 2026 Aug 05, 2026
Icon Wealth Advisors, LLC History No change 2,897 685 0.04% 0.04% 1624 0 0.0% Q2 2026 Aug 05, 2026
Wood Tarver Financial Group, LLC History No change 2,890 683 0.16% 0.16% 1625 0 0.0% Q2 2026 Aug 13, 2026
Innovative Wealth Building LLC History No change 2,884 682 0.4% 0.4% 1626 0 0.0% Q2 2026 Jul 23, 2026
Dana Investment Advisors, Inc. History No change 2,880 681 0.02% 0.02% 1627 0 0.0% Q2 2026 Aug 13, 2026
Fragasso Financial Advisors Inc History No change 2,877 680 0.04% 0.04% 1628 0 0.0% Q2 2026 Jul 09, 2026
VISTA INVESTMENT MANAGEMENT History No change 2,872 679 0.2% 0.2% 1629 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS & NORTHERN CORP History No change 2,866 678 0.15% 0.15% 1630 0 0.0% Q2 2026 Jul 17, 2026
JBR Co Financial Management Inc History No change 2,867 678 0.25% 0.25% 1631 0 0.0% Q2 2026 Jul 09, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,860 677 0.08% 0.08% 1632 0 0.0% Q2 2026 Jul 23, 2026
Silver Grove Financial Group, Inc. History No change 2,865 677 0.37% 0.37% 1633 0 0.0% Q2 2026 Aug 13, 2026
LifeGoal Investments, LLC History No change 2,858 676 0.31% 0.31% 1634 0 0.0% Q2 2026 Jul 08, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 2,856 675 0.36% 0.36% 1635 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 2,843 672 0.05% 0.05% 1636 0 0.0% Q2 2026 Aug 04, 2026
HOLDERNESS INVESTMENTS CO History No change 2,841 672 0.11% 0.11% 1637 0 0.0% Q2 2026 Aug 12, 2026
DAHRING | CUSMANO LLC History No change 2,843 672 0.35% 0.35% 1638 0 0.0% Q2 2026 Jul 28, 2026
Praetorian Wealth Management, Inc. History No change 2,836 671 0.12% 0.12% 1639 0 0.0% Q2 2026 Jul 07, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 2,838 671 0.17% 0.17% 1640 0 0.0% Q2 2026 Jul 21, 2026
Integrity Advisory Solutions, LLC History No change 2,835 670 0.07% 0.07% 1641 0 0.0% Q2 2026 Jul 31, 2026
Values Added Financial LLC History No change 2,825 668 0.24% 0.24% 1642 0 0.0% Q2 2026 Jul 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,814 666 0.01% 0.01% 1643 0 0.0% Q2 2026 Aug 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,815 666 0.05% 0.05% 1644 0 0.0% Q2 2026 Jul 16, 2026
McLean Asset Management Corp History No change 2,777 664 0.09% 0.09% 1645 0 0.0% Q2 2026 Aug 12, 2026
River Street Advisors LLC History No change 2,808 664 0.2% 0.2% 1646 0 0.0% Q2 2026 Jul 21, 2026
Alan B Lancz & Associates, Inc. History No change 2,800 662 0.58% 0.58% 1647 0 0.0% Q2 2026 Aug 11, 2026
LIBRA WEALTH LLC History No change 2,799 662 0.17% 0.17% 1648 0 0.0% Q2 2026 Aug 06, 2026
American Capital Advisory, LLC History No change 2,800 662 0.24% 0.24% 1649 0 0.0% Q2 2026 Jul 28, 2026
Bedel Financial Consulting, Inc. History No change 2,795 661 0.06% 0.06% 1650 0 0.0% Q2 2026 Jul 29, 2026
Beacon Financial Strategies CORP History No change 2,794 661 0.33% 0.33% 1651 0 0.0% Q2 2026 Jul 08, 2026
Taylor & Morgan Wealth Management, LLC History No change 2,793 660 0.33% 0.33% 1652 0 0.0% Q2 2026 Jul 10, 2026
Bridgelight Financial Advisors, Inc. History No change 2,789 659 0.45% 0.45% 1653 0 0.0% Q2 2026 Jul 30, 2026
Financial Alternatives, Inc History No change 2,773 656 0.32% 0.32% 1654 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 2,768 654 0.0% 0.0% 1655 0 0.0% Q2 2026 Aug 14, 2026
CULBERTSON A N & CO INC History No change 2,767 654 0.08% 0.08% 1656 0 0.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,758 652 0.02% 0.02% 1657 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Management Group History No change 2,741 648 0.13% 0.13% 1658 0 0.0% Q2 2026 Aug 04, 2026
Towercrest Capital Management History No change 2,741 648 0.09% 0.09% 1659 0 0.0% Q2 2026 Aug 03, 2026
Avion Wealth History No change 2,740 648 0.12% 0.12% 1660 0 0.0% Q2 2026 Jul 31, 2026
James Hambro & Partners LLP History No change 2,737 647 0.02% 0.02% 1661 0 0.0% Q2 2026 Jul 23, 2026
Constant Guidance Financial LLC History No change 2,737 647 0.41% 0.41% 1662 0 0.0% Q2 2026 Aug 12, 2026
Penobscot Investment Management Company, Inc. History No change 2,730 646 0.04% 0.04% 1663 0 0.0% Q2 2026 Jul 24, 2026
Johnson Wealth Management, LLC History No change 2,731 646 0.27% 0.27% 1664 0 0.0% Q2 2026 Aug 06, 2026
Hamilton Point Investment Advisors, LLC History No change 2,726 645 0.09% 0.09% 1665 0 0.0% Q2 2026 Jul 28, 2026
Waterloo Capital, L.P. History No change 2,721 643 0.04% 0.04% 1666 0 0.0% Q2 2026 Jul 29, 2026
Strategic Wealth Investment Group, LLC History No change 2,714 642 0.08% 0.08% 1667 0 0.0% Q2 2026 Aug 04, 2026
GDS Wealth Management History No change 2,709 641 0.03% 0.03% 1668 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 2,744 640 0.02% 0.02% 1669 +97 3.66% Q3 2026 Oct 08, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 2,700 638 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 2,695 637 0.06% 0.06% 1671 0 0.0% Q2 2026 Jul 22, 2026
TritonPoint Partners, LLC History No change 2,689 636 0.05% 0.05% 1672 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,692 636 0.06% 0.06% 1673 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 2,674 632 0.11% 0.11% 1674 0 0.0% Q2 2026 Aug 14, 2026
Pointe Capital Management LLC History No change 2,668 631 0.28% 0.28% 1675 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 2,664 631 0.13% 0.13% 1676 0 0.0% Q2 2026 Jul 31, 2026
Stone Summit Wealth LLC History No change 2,669 631 0.16% 0.16% 1677 0 0.0% Q2 2026 Jul 23, 2026
Essential Planning, LLC. History No change 2,669 631 0.18% 0.18% 1678 0 0.0% Q2 2026 Aug 03, 2026
Carrera Capital Advisors History No change 2,664 630 0.09% 0.09% 1679 0 0.0% Q2 2026 Aug 03, 2026
TopTier Wealth Management, LLC History No change 2,664 630 0.38% 0.38% 1680 0 0.0% Q2 2026 Jul 14, 2026
Avestar Capital, LLC History No change 2,659 629 0.04% 0.04% 1681 0 0.0% Q2 2026 Jul 29, 2026
BEACON FINANCIAL PLANNING, INC History No change 2,662 629 0.21% 0.21% 1682 0 0.0% Q2 2026 Aug 06, 2026
Tanglewood Legacy Advisors, LLC History No change 2,651 627 0.2% 0.2% 1683 0 0.0% Q2 2026 Aug 10, 2026
Planned Solutions, Inc. History No change 2,648 626 0.18% 0.18% 1684 0 0.0% Q2 2026 Jul 13, 2026
BCU Wealth Advisors, LLC History No change 2,647 626 0.21% 0.21% 1685 0 0.0% Q2 2026 Jul 14, 2026
Tannin Capital LLC History No change 2,649 626 0.41% 0.41% 1686 0 0.0% Q2 2026 Aug 04, 2026
CERTUITY, LLC History No change 2,639 624 0.03% 0.03% 1687 0 0.0% Q2 2026 Jul 28, 2026
Legacy Edge Advisors, LLC History No change 2,638 624 0.06% 0.06% 1688 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 2,605 623 0.15% 0.15% 1689 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Group, LLC/CA History No change 2,633 623 0.09% 0.09% 1690 0 0.0% Q2 2026 Aug 13, 2026
Covenant Asset Management, LLC History No change 2,626 621 0.1% 0.1% 1691 0 0.0% Q2 2026 Jul 20, 2026
Next Level Wealth Planning, LLC History No change 2,628 621 0.27% 0.27% 1692 0 0.0% Q2 2026 Jul 30, 2026
DOVER ADVISORS, LLC History No change 2,815 618 0.25% 0.25% 1693 0 0.0% Q2 2026 Aug 07, 2026
KPP Advisory Services LLC History No change 2,608 617 0.08% 0.08% 1694 0 0.0% Q2 2026 Jul 24, 2026
BEARING POINT CAPITAL, LLC History No change 2,610 617 0.08% 0.08% 1695 0 0.0% Q2 2026 Aug 11, 2026
Brookwood Investment Group LLC History No change 2,608 617 0.07% 0.07% 1696 0 0.0% Q2 2026 Jul 23, 2026
CONDOR CAPITAL MANAGEMENT History No change 2,607 616 0.05% 0.05% 1697 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 2,604 616 0.07% 0.07% 1698 0 0.0% Q2 2026 Jul 15, 2026
Roble, Belko & Company, Inc History No change 2,601 615 0.07% 0.07% 1699 0 0.0% Q2 2026 Jul 24, 2026
Meridian Wealth Partners, LLC History No change 2,600 615 0.07% 0.07% 1700 0 0.0% Q2 2026 Aug 12, 2026
Beckerman Institutional, LLC History No change 2,592 613 0.29% 0.29% 1701 0 0.0% Q2 2026 Aug 11, 2026
Everest Financial Group LLC History No change 2,587 612 0.08% 0.08% 1702 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 2,586 611 0.0% 0.0% 1703 0 0.0% Q2 2026 Aug 06, 2026
Portside Wealth Group, LLC History No change 2,584 611 0.07% 0.07% 1704 0 0.0% Q2 2026 Jul 14, 2026
United Advisor Group, LLC History No change 2,583 611 0.06% 0.06% 1705 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 2,574 609 0.06% 0.06% 1706 0 0.0% Q2 2026 Jul 30, 2026
Hopwood Financial Services, Inc. History No change 2,577 609 0.35% 0.35% 1707 0 0.0% Q2 2026 Jul 22, 2026
FIRST FOUNDATION ADVISORS History No change 2,570 608 0.02% 0.02% 1708 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 2,573 608 0.02% 0.02% 1709 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History No change 2,565 606 0.07% 0.07% 1710 0 0.0% Q2 2026 Jul 13, 2026
ForthRight Wealth Management, LLC History No change 2,555 604 0.15% 0.15% 1711 0 0.0% Q2 2026 Aug 07, 2026
Cannon Financial Strategists, Inc. History No change 2,554 604 0.07% 0.07% 1712 0 0.0% Q2 2026 Aug 07, 2026
Heck Capital Advisors, LLC History No change 2,546 602 0.04% 0.04% 1713 0 0.0% Q2 2026 Jul 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 2,539 600 0.15% 0.15% 1714 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 2,532 599 0.21% 0.21% 1715 0 0.0% Q2 2026 Jul 24, 2026
Granite Harbor Advisors, Inc. History No change 2,527 597 0.24% 0.24% 1716 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Management, Inc. History No change 2,518 595 0.15% 0.15% 1717 0 0.0% Q2 2026 Jul 28, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 2,517 595 0.06% 0.06% 1718 0 0.0% Q2 2026 Sep 02, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 2,514 594 0.25% 0.25% 1719 0 0.0% Q2 2026 Jul 16, 2026
RS CRUM INC. History No change 2,510 593 0.11% 0.11% 1720 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 2,504 592 0.01% 0.01% 1721 0 0.0% Q2 2026 Jul 28, 2026
Indie Asset Partners, LLC History No change 2,505 592 0.57% 0.57% 1722 0 0.0% Q2 2026 Aug 07, 2026
Sterling Financial Planning, Inc. History No change 2,505 592 0.16% 0.16% 1723 0 0.0% Q2 2026 Aug 11, 2026
FreeGulliver LLC History No change 2,503 592 0.21% 0.21% 1724 0 0.0% Q2 2026 Aug 11, 2026
Berman McAleer LLC History No change 2,495 590 0.07% 0.07% 1725 0 0.0% Q2 2026 Jul 16, 2026
EWA, LLC History No change 2,487 588 0.11% 0.11% 1726 0 0.0% Q2 2026 Jul 14, 2026
TRUST CO OF OKLAHOMA History No change 2,475 585 0.15% 0.15% 1727 0 0.0% Q2 2026 Jul 14, 2026
Oak Asset Management, LLC History No change 2,473 585 0.19% 0.19% 1728 0 0.0% Q2 2026 Jul 10, 2026
Cyndeo Wealth Partners, LLC History No change 2,469 584 0.03% 0.03% 1729 0 0.0% Q2 2026 Jul 21, 2026
Clarity Financial LLC History No change 2,467 583 0.05% 0.05% 1730 0 0.0% Q2 2026 Jul 20, 2026
Cherry Tree Wealth Management, LLC History No change 2,468 583 0.11% 0.11% 1731 0 0.0% Q2 2026 Sep 15, 2026
BALANCED WEALTH GROUP LLC History No change 2,465 583 0.18% 0.18% 1732 0 0.0% Q2 2026 Aug 10, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,460 582 0.19% 0.19% 1733 0 0.0% Q2 2026 Aug 14, 2026
Talon Private Wealth, LLC History No change 2,463 582 0.07% 0.07% 1734 0 0.0% Q2 2026 Sep 11, 2026
Sachetta, LLC History No change 2,461 582 0.28% 0.28% 1735 0 0.0% Q2 2026 Jul 15, 2026
BostonPremier Wealth LLC History No change 2,456 581 0.25% 0.25% 1736 0 0.0% Q2 2026 Jul 24, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 2,451 580 0.02% 0.02% 1737 0 0.0% Q2 2026 Aug 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,453 580 0.07% 0.07% 1738 0 0.0% Q2 2026 Aug 05, 2026
Sequent Asset Management, LLC History No change 2,452 580 0.24% 0.24% 1739 0 0.0% Q2 2026 Jul 21, 2026
Capital Wealth Alliance, LLC History No change 2,451 579 0.27% 0.27% 1740 0 0.0% Q2 2026 Jul 31, 2026
Focused Wealth Management, Inc History No change 2,435 576 0.05% 0.05% 1741 0 0.0% Q2 2026 Aug 06, 2026
YHB Investment Advisors, Inc. History Reduced 2,467 575 0.04% 0.04% 1742 -105 -4.08% Q3 2026 Oct 08, 2026
Breakwater Capital Group History No change 2,434 575 0.07% 0.07% 1743 0 0.0% Q2 2026 Jul 08, 2026
North Capital, Inc. History No change 2,424 573 0.43% 0.43% 1744 0 0.0% Q2 2026 Jul 14, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 2,410 570 0.31% 0.31% 1745 0 0.0% Q2 2026 Jul 23, 2026
SVRN Asset Management, LLC History No change 2,406 569 0.29% 0.29% 1746 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 2,396 567 0.15% 0.15% 1747 0 0.0% Q2 2026 Jul 22, 2026
Alpha Omega Wealth Management LLC History No change 2,393 566 0.09% 0.09% 1748 0 0.0% Q2 2026 Jul 20, 2026
Y-Intercept (Hong Kong) Ltd History No change 2,388 565 0.01% 0.01% 1749 0 0.0% Q2 2026 Jul 13, 2026
Schwallier Wealth Management LLC History No change 2,389 565 0.36% 0.36% 1750 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Retirement Investments LLC History No change 2,391 565 0.15% 0.15% 1751 0 0.0% Q2 2026 Aug 03, 2026
URS Advisory LLC History No change 2,389 565 0.31% 0.31% 1752 0 0.0% Q2 2026 Jul 27, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 2,367 560 0.12% 0.12% 1753 0 0.0% Q2 2026 Jul 10, 2026
MYECFO, LLC History No change 2,369 560 0.21% 0.21% 1754 0 0.0% Q2 2026 Aug 10, 2026
Quadcap Wealth Management, LLC History No change 2,367 560 0.05% 0.05% 1755 0 0.0% Q2 2026 Jul 31, 2026
Sightline Wealth Advisors, LLC History No change 2,366 559 0.2% 0.2% 1756 0 0.0% Q2 2026 Jul 22, 2026
Aspire Growth Partners LLC History No change 2,367 559 0.32% 0.32% 1757 0 0.0% Q2 2026 Jul 29, 2026
Paulson Wealth Management Inc. History No change 2,354 557 0.12% 0.12% 1758 0 0.0% Q2 2026 Aug 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 2,355 557 0.24% 0.24% 1759 0 0.0% Q2 2026 Aug 07, 2026
Atomic Invest LLC History No change 2,358 556 0.05% 0.05% 1760 0 0.0% Q2 2026 Sep 25, 2026
TriCert Investment Counsel Inc. History No change 2,350 556 0.05% 0.05% 1761 0 0.0% Q2 2026 Aug 10, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 2,346 555 0.07% 0.07% 1762 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 2,349 555 0.15% 0.15% 1763 0 0.0% Q2 2026 Jul 21, 2026
Carroll Advisory Group, LLC History No change 2,347 555 0.18% 0.18% 1764 0 0.0% Q2 2026 Jul 23, 2026
Alpine Bank Wealth Management History No change 2,343 554 0.07% 0.07% 1765 0 0.0% Q2 2026 Aug 07, 2026
SageGuard Financial Group, LLC History No change 2,341 553 0.08% 0.08% 1766 0 0.0% Q2 2026 Jul 27, 2026
Apeiron RIA LLC History No change 2,364 552 0.13% 0.14% 1767 0 0.0% Q3 2026 Oct 08, 2026
O'Brien Greene & Co. Inc History No change 2,329 551 0.15% 0.15% 1768 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 2,332 551 0.11% 0.11% 1769 0 0.0% Q2 2026 Jul 10, 2026
Mengis Capital Management, Inc. History No change 2,321 549 0.08% 0.08% 1770 0 0.0% Q2 2026 Jul 28, 2026
Shepherd Financial Partners LLC History No change 2,321 549 0.05% 0.05% 1771 0 0.0% Q2 2026 Aug 10, 2026
Tortoise Investment Management, LLC History No change 2,312 547 0.04% 0.04% 1772 0 0.0% Q2 2026 Aug 07, 2026
Grey Fox Wealth Advisors, LLC History No change 2,314 547 0.09% 0.09% 1773 0 0.0% Q2 2026 Jul 17, 2026
Fingerlakes Wealth Management, Inc. History No change 2,304 545 0.29% 0.29% 1774 0 0.0% Q2 2026 Jul 23, 2026
Strive Financial Group ,LLC History No change 2,295 543 0.24% 0.24% 1775 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 2,294 542 0.1% 0.1% 1776 0 0.0% Q2 2026 Aug 13, 2026
1776 Wealth LLC History No change 2,289 541 0.19% 0.19% 1777 0 0.0% Q2 2026 Aug 10, 2026
Kapstone Financial Advisors LLC History No change 2,279 539 0.23% 0.23% 1778 0 0.0% Q2 2026 Aug 07, 2026
REGIMEN WEALTH, LLC History No change 2,267 536 0.14% 0.14% 1779 0 0.0% Q2 2026 Aug 05, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 2,261 534 0.04% 0.04% 1780 0 0.0% Q2 2026 Jul 28, 2026
Walker Asset Management, LLC History No change 2,253 533 0.27% 0.27% 1781 0 0.0% Q2 2026 Jul 10, 2026
Chevy Chase Trust Holdings, LLC History No change 2,250 532 0.0% 0.0% 1782 0 0.0% Q2 2026 Aug 14, 2026
PKS Advisory Services, LLC History No change 2,246 531 0.08% 0.08% 1783 0 0.0% Q2 2026 Aug 04, 2026
Stratos Investment Management, LLC History No change 2,245 531 0.02% 0.02% 1784 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Group, LLC History No change 2,245 531 0.03% 0.03% 1785 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 2,248 531 0.09% 0.09% 1786 0 0.0% Q2 2026 Jul 24, 2026
MN Wealth Advisors, LLC History No change 2,241 530 0.23% 0.23% 1787 0 0.0% Q2 2026 Jul 23, 2026
Rydar Equities, Inc. History No change 2,233 530 0.3% 0.3% 1788 0 0.0% Q2 2026 Jul 20, 2026
Diversified Portfolios, Inc. History No change 2,236 529 0.04% 0.04% 1789 0 0.0% Q2 2026 Aug 04, 2026
Greykasell Wealth Strategies, Inc. History No change 2,239 529 0.19% 0.19% 1790 0 0.0% Q2 2026 Aug 11, 2026
Donalies Financial Planning, LLC History No change 2,238 529 0.39% 0.39% 1791 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 2,235 528 0.02% 0.02% 1792 0 0.0% Q2 2026 Jul 17, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 2,234 528 0.08% 0.08% 1793 0 0.0% Q2 2026 Aug 11, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 2,192 526 0.28% 0.28% 1794 0 0.0% Q2 2026 Aug 07, 2026
Significant Wealth Partners LLC History No change 2,226 526 0.57% 0.57% 1795 0 0.0% Q2 2026 Jul 14, 2026
Prosperity Advisers, LLC History No change 2,226 526 0.38% 0.38% 1796 0 0.0% Q2 2026 Jul 29, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 2,220 525 0.3% 0.3% 1797 0 0.0% Q2 2026 Aug 05, 2026
Cordoba Advisory Partners LLC History No change 2,216 524 0.11% 0.11% 1798 0 0.0% Q2 2026 Jul 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,213 523 0.31% 0.31% 1799 0 0.0% Q2 2026 Jul 21, 2026
Blankinship & Foster, LLC History No change 2,206 522 0.11% 0.11% 1800 0 0.0% Q2 2026 Jul 30, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 2,210 522 0.25% 0.25% 1801 0 0.0% Q2 2026 Aug 18, 2026
CCM INVESTMENT ADVISERS LLC History No change 2,200 520 0.04% 0.04% 1802 0 0.0% Q2 2026 Aug 12, 2026
Elyxium Wealth, LLC History No change 2,200 520 0.05% 0.05% 1803 0 0.0% Q2 2026 Aug 03, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,194 519 0.27% 0.27% 1804 0 0.0% Q2 2026 Aug 12, 2026
Demars Financial Group, LLC History No change 2,186 517 0.14% 0.14% 1805 0 0.0% Q2 2026 Jul 21, 2026
Outlook Wealth Advisors, LLC History No change 2,178 515 0.11% 0.11% 1806 0 0.0% Q2 2026 Aug 03, 2026
L.K. Benson & Company, P.C. History No change 2,178 515 0.16% 0.16% 1807 0 0.0% Q2 2026 Jul 24, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 2,167 512 0.17% 0.17% 1808 0 0.0% Q2 2026 Jul 16, 2026
S.A. Mason LLC History No change 2,164 512 0.16% 0.16% 1809 0 0.0% Q2 2026 Jul 31, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 2,162 511 0.16% 0.16% 1810 0 0.0% Q2 2026 Jul 09, 2026
BSW Wealth Partners History No change 2,162 511 0.06% 0.06% 1811 0 0.0% Q2 2026 Jul 15, 2026
InvesTrust History No change 2,163 511 0.2% 0.2% 1812 0 0.0% Q2 2026 Jul 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,158 510 0.12% 0.12% 1813 0 0.0% Q2 2026 Aug 10, 2026
Frank, Rimerman Advisors LLC History No change 2,154 509 0.03% 0.03% 1814 0 0.0% Q2 2026 Jul 27, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 2,155 509 0.36% 0.36% 1815 0 0.0% Q2 2026 Jul 29, 2026
WELCH & FORBES LLC History No change 2,145 507 0.01% 0.01% 1816 0 0.0% Q2 2026 Jul 30, 2026
XY Planning Network, Inc. History No change 2,145 507 0.06% 0.06% 1817 0 0.0% Q2 2026 Jul 14, 2026
Physician Wealth Advisors, Inc. History No change 2,141 506 0.06% 0.06% 1818 0 0.0% Q2 2026 Jul 20, 2026
Convergence Financial, LLC History No change 2,130 504 0.04% 0.04% 1819 0 0.0% Q2 2026 Aug 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 2,123 502 0.02% 0.02% 1820 0 0.0% Q2 2026 Jul 20, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 2,122 502 0.32% 0.32% 1821 0 0.0% Q2 2026 Aug 04, 2026
JHP Wealth Management, LLC History No change 2,124 502 0.41% 0.41% 1822 0 0.0% Q2 2026 Jul 30, 2026
Herold Advisors, Inc. History No change 2,112 501 0.1% 0.1% 1823 0 0.0% Q2 2026 Jul 22, 2026
Disciplined Investors, L.L.C. History No change 2,118 501 0.25% 0.25% 1824 0 0.0% Q2 2026 Aug 11, 2026
Brookmont Capital Management History No change 2,113 499 0.27% 0.27% 1825 0 0.0% Q2 2026 Jul 24, 2026
Interchange Capital Partners, LLC History No change 2,107 498 0.09% 0.09% 1826 0 0.0% Q2 2026 Jul 20, 2026
Stone Wealth Partners History No change 2,101 497 0.36% 0.36% 1827 0 0.0% Q2 2026 Jul 16, 2026
Cape Investment Advisory, Inc. History No change 2,097 496 0.13% 0.13% 1828 0 0.0% Q2 2026 Jul 23, 2026
HMS Capital Management, LLC History No change 2,093 495 0.19% 0.19% 1829 0 0.0% Q2 2026 Jul 21, 2026
TRED AVON FAMILY WEALTH, LLC History No change 2,094 495 0.15% 0.15% 1830 0 0.0% Q2 2026 Aug 10, 2026
PACIFIC FINANCIAL GROUP INC History No change 2,090 494 0.24% 0.24% 1831 0 0.0% Q2 2026 Aug 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 2,089 494 0.03% 0.03% 1832 0 0.0% Q2 2026 Jul 31, 2026
Southland Equity Partners LLC History No change 2,087 493 0.09% 0.09% 1833 0 0.0% Q2 2026 Jul 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,998 492 0.16% 0.16% 1834 0 0.0% Q2 2026 Aug 13, 2026
Castle Rock Wealth Management, LLC History No change 2,084 492 0.1% 0.1% 1835 0 0.0% Q2 2026 Jul 07, 2026
WEALTH EFFECTS LLC History No change 2,080 492 0.13% 0.13% 1836 0 0.0% Q2 2026 Aug 06, 2026
DAVIDSON TRUST CO History No change 2,072 490 0.19% 0.19% 1837 0 0.0% Q2 2026 Jul 29, 2026
Trust Co History No change 2,068 489 0.04% 0.04% 1838 0 0.0% Q2 2026 Jul 10, 2026
Palumbo Wealth Management LLC History No change 2,070 489 0.1% 0.1% 1839 0 0.0% Q2 2026 Aug 12, 2026
Chemistry Wealth Management LLC History No change 2,069 489 0.08% 0.08% 1840 0 0.0% Q2 2026 Jul 09, 2026
Clarity Capital Advisors, LLC History No change 2,069 489 0.2% 0.2% 1841 0 0.0% Q2 2026 Jul 13, 2026
Caerus Investment Advisors, LLC History No change 2,063 488 0.16% 0.16% 1842 0 0.0% Q2 2026 Aug 14, 2026
RIA Advisory Group LLC History No change 2,066 488 0.11% 0.11% 1843 0 0.0% Q2 2026 Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,061 487 0.05% 0.05% 1844 0 0.0% Q2 2026 Aug 05, 2026
First Bank & Trust History No change 2,056 486 0.07% 0.07% 1845 0 0.0% Q2 2026 Jul 09, 2026
Chaney Capital Management, Inc. History No change 2,055 486 0.15% 0.15% 1846 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Asset Management, LLC History No change 2,051 485 0.05% 0.05% 1847 0 0.0% Q2 2026 Aug 11, 2026
NCM Capital Management, LLC History No change 2,053 485 0.15% 0.15% 1848 0 0.0% Q2 2026 Aug 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 2,044 483 0.03% 0.03% 1849 0 0.0% Q2 2026 Aug 06, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 2,037 482 0.12% 0.12% 1850 0 0.0% Q2 2026 Jul 23, 2026
Manchester Capital Management LLC History No change 2,039 482 0.06% 0.06% 1851 0 0.0% Q2 2026 Aug 13, 2026
NESTEGG ADVISORS, INC. History No change 2,041 482 0.34% 0.34% 1852 0 0.0% Q2 2026 Jul 14, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 2,030 480 0.2% 0.2% 1853 0 0.0% Q2 2026 Jul 16, 2026
Abacus Planning Group, Inc. History No change 2,026 479 0.06% 0.06% 1854 0 0.0% Q2 2026 Jul 20, 2026
IBEX WEALTH ADVISORS History No change 2,019 477 0.04% 0.04% 1855 0 0.0% Q2 2026 Jul 27, 2026
Gimbal Financial History No change 2,014 476 0.29% 0.29% 1856 0 0.0% Q2 2026 Aug 04, 2026
Pacific Center for Financial Services History No change 2,008 475 0.11% 0.11% 1857 0 0.0% Q2 2026 Aug 05, 2026
Tempo Wealth, LLC History No change 2,010 475 0.07% 0.07% 1858 0 0.0% Q2 2026 Jul 27, 2026
BLUELINE ADVISORS LLC History No change 2,005 474 0.33% 0.33% 1859 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History Reduced 2,028 473 0.01% 0.02% 1862 -303 -13.0% Q3 2026 Oct 02, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,001 473 0.02% 0.02% 1860 0 0.0% Q2 2026 Aug 20, 2026
Ameritas Investment Partners, Inc. History No change 2,003 473 0.01% 0.01% 1861 0 0.0% Q2 2026 Aug 13, 2026
Copper Harbor Investment Advisors, LLC History No change 2,003 473 0.1% 0.1% 1863 0 0.0% Q2 2026 Jul 23, 2026
Finer Wealth Management, Inc. History No change 2,000 473 0.21% 0.21% 1864 0 0.0% Q2 2026 Aug 03, 2026
FourThought Financial Partners, LLC History No change 1,996 472 0.04% 0.04% 1865 0 0.0% Q2 2026 Aug 12, 2026
Gilman Hill Asset Management, LLC History No change 1,986 469 0.06% 0.06% 1866 0 0.0% Q2 2026 Jul 09, 2026
Procyon Advisors, LLC History No change 1,981 468 0.02% 0.02% 1867 0 0.0% Q2 2026 Jul 09, 2026
Redwood Investment Management, LLC History No change 1,973 467 0.05% 0.05% 1868 0 0.0% Q2 2026 Aug 14, 2026
Old Peak Finance LLC History No change 1,975 467 0.23% 0.23% 1869 0 0.0% Q2 2026 Aug 03, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,960 464 0.0% 0.0% 1870 0 0.0% Q2 2026 Aug 13, 2026
Pacific Point Advisors, LLC History No change 1,959 463 0.21% 0.21% 1871 0 0.0% Q2 2026 Jul 24, 2026
Santori & Peters, Inc. History No change 1,952 461 0.13% 0.13% 1872 0 0.0% Q2 2026 Jul 24, 2026
Cannon Advisors, Inc. History No change 1,944 461 0.28% 0.28% 1873 0 0.0% Q2 2026 Jul 15, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 1,947 460 0.25% 0.25% 1874 0 0.0% Q2 2026 Jul 20, 2026
Integrity Investment Advisors, LLC History No change 1,937 458 0.2% 0.2% 1875 0 0.0% Q2 2026 Jul 21, 2026
tru Independence LLC History No change 1,934 457 0.2% 0.2% 1876 0 0.0% Q2 2026 Aug 10, 2026
Strategent Financial, LLC History No change 1,935 457 0.26% 0.26% 1877 0 0.0% Q2 2026 Aug 03, 2026
Smart Money Group LLC History No change 1,931 456 0.12% 0.12% 1878 0 0.0% Q2 2026 Jul 29, 2026
VIMA LLC History No change 1,927 456 0.44% 0.44% 1879 0 0.0% Q2 2026 Jul 24, 2026
Manske Wealth Management History No change 1,930 456 0.11% 0.11% 1880 0 0.0% Q2 2026 Aug 03, 2026
Howard Capital Management Group, LLC History No change 1,926 455 0.03% 0.03% 1881 0 0.0% Q2 2026 Jul 16, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 1,925 455 0.07% 0.07% 1882 0 0.0% Q2 2026 Jul 22, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 1,924 455 0.09% 0.09% 1883 0 0.0% Q2 2026 Jul 22, 2026
CATALYST PRIVATE WEALTH, LLC History No change 1,913 452 0.22% 0.22% 1884 0 0.0% Q2 2026 Jul 21, 2026
Madrona Financial Services, LLC History No change 1,907 451 0.08% 0.08% 1885 0 0.0% Q2 2026 Jul 17, 2026
Disciplined Investments, LLC History No change 1,908 451 0.15% 0.15% 1886 0 0.0% Q2 2026 Aug 07, 2026
Millington Financial Advisors, LLC History No change 1,900 451 0.18% 0.18% 1887 0 0.0% Q2 2026 Aug 07, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,905 450 0.1% 0.1% 1888 0 0.0% Q2 2026 Jul 27, 2026
DOLIVER ADVISORS, LP History Reduced 1,925 449 0.1% 0.11% 1889 -125 -6.1% Q3 2026 Oct 01, 2026
Symmetry Partners, LLC History No change 1,892 447 0.02% 0.02% 1890 0 0.0% Q2 2026 Jul 23, 2026
LMG Wealth Partners, LLC History No change 1,893 447 0.07% 0.07% 1891 0 0.0% Q2 2026 Aug 12, 2026
Independence Asset Advisors, LLC History No change 1,893 447 0.12% 0.12% 1892 0 0.0% Q2 2026 Jul 15, 2026
First Western Trust Bank History No change 1,885 446 0.02% 0.02% 1893 0 0.0% Q2 2026 Jul 29, 2026
Lakeshore Financial Planning, Inc. History No change 1,888 446 0.14% 0.14% 1894 0 0.0% Q2 2026 Jul 13, 2026
Portland Financial Advisors Inc History No change 1,885 446 0.81% 0.81% 1895 0 0.0% Q2 2026 Aug 10, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 1,882 445 0.15% 0.15% 1896 0 0.0% Q2 2026 Jul 22, 2026
Millstone Evans Group, LLC History No change 1,883 445 0.24% 0.24% 1897 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST BANK History No change 1,880 444 0.03% 0.03% 1898 0 0.0% Q2 2026 Aug 05, 2026
Faithward Advisors, LLC History No change 1,880 444 0.05% 0.05% 1899 0 0.0% Q2 2026 Aug 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,066 444 0.06% 0.06% 1900 0 0.0% Q2 2026 Aug 05, 2026
Quantum Financial Advisors, LLC History No change 1,860 440 0.04% 0.04% 1901 0 0.0% Q2 2026 Jul 08, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 1,857 439 0.13% 0.13% 1902 0 0.0% Q2 2026 Aug 04, 2026
Seek First Inc. History No change 1,856 439 0.28% 0.28% 1903 0 0.0% Q2 2026 Jul 28, 2026
SAGE FINANCIAL GROUP INC History No change 1,853 438 0.02% 0.02% 1904 0 0.0% Q2 2026 Jul 21, 2026
Vines Capital Management, LLC History No change 1,848 437 0.36% 0.36% 1905 0 0.0% Q2 2026 Aug 14, 2026
Peregrine Asset Advisers, Inc. History No change 1,845 436 0.09% 0.09% 1906 0 0.0% Q2 2026 Aug 10, 2026
WILSEY ASSET MANAGEMENT INC History No change 1,846 436 0.06% 0.06% 1907 0 0.0% Q2 2026 Jul 08, 2026
Selective Wealth Management, Inc. History No change 1,836 436 0.11% 0.11% 1908 0 0.0% Q2 2026 Jul 20, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 1,845 436 0.07% 0.07% 1909 0 0.0% Q2 2026 Jul 15, 2026
Elite Financial, Inc. History No change 1,843 436 0.18% 0.18% 1910 0 0.0% Q2 2026 Aug 13, 2026
WHITE PINE CAPITAL LLC History No change 1,840 435 0.1% 0.1% 1911 0 0.0% Q2 2026 Aug 05, 2026
Narus Financial Partners, LLC History No change 1,840 435 0.11% 0.11% 1912 0 0.0% Q2 2026 Jul 31, 2026
CURA WEALTH ADVISORS, LLC History No change 1,835 434 0.19% 0.19% 1913 0 0.0% Q2 2026 Aug 06, 2026
Waldron Private Wealth LLC History No change 1,829 432 0.01% 0.01% 1914 0 0.0% Q2 2026 Jul 20, 2026
Ellsworth Advisors, LLC History No change 1,823 432 0.07% 0.07% 1915 0 0.0% Q2 2026 Jul 16, 2026
Shum Financial Group, Inc. History No change 1,829 432 0.26% 0.26% 1916 0 0.0% Q2 2026 Jul 22, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 1,825 431 0.06% 0.06% 1917 0 0.0% Q2 2026 Jul 29, 2026
Clarity Wealth Development LLC History No change 1,823 431 0.24% 0.24% 1918 0 0.0% Q2 2026 Jul 27, 2026
Curtis Advisory Group, LLC History No change 1,819 430 0.08% 0.08% 1919 0 0.0% Q2 2026 Jul 29, 2026
Jupiter Wealth Management LLC History No change 1,821 430 0.17% 0.17% 1920 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 1,795 430 0.16% 0.16% 1921 0 0.0% Q2 2026 Jul 28, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 1,840 429 0.1% 0.11% 1923 -129 -6.55% Q3 2026 Oct 06, 2026
LYELL WEALTH MANAGEMENT, LP History No change 1,815 429 0.03% 0.03% 1922 0 0.0% Q2 2026 Aug 05, 2026
Mustard Seed Financial, LLC History No change 1,812 428 0.22% 0.22% 1924 0 0.0% Q2 2026 Aug 05, 2026
Abundance Wealth Counselors History No change 1,804 426 0.03% 0.03% 1925 0 0.0% Q2 2026 Jul 23, 2026
Harbor Asset Planning, Inc. History No change 1,799 425 0.32% 0.32% 1926 0 0.0% Q2 2026 Jul 22, 2026
Shelter Rock Management, LLC History No change 1,796 425 0.41% 0.41% 1927 0 0.0% Q2 2026 Jul 10, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 1,794 424 0.17% 0.17% 1928 0 0.0% Q2 2026 Jul 30, 2026
Waterfront Wealth Inc. History No change 1,762 420 0.07% 0.07% 1929 0 0.0% Q2 2026 Jul 30, 2026
Gen-Wealth Partners Inc History No change 1,772 419 0.12% 0.12% 1930 0 0.0% Q2 2026 Aug 10, 2026
Level Wealth Management LLC History No change 1,774 419 0.17% 0.17% 1931 0 0.0% Q2 2026 Jul 28, 2026
GLR Partners, LLC History No change 1,774 419 0.2% 0.2% 1932 0 0.0% Q2 2026 Jul 27, 2026
Barnett & Company, Inc. History No change 1,766 417 0.31% 0.31% 1933 0 0.0% Q2 2026 Aug 12, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 1,763 417 0.08% 0.08% 1934 0 0.0% Q2 2026 Jul 22, 2026
Seelaus Asset Management LLC History No change 1,759 416 0.29% 0.29% 1935 0 0.0% Q2 2026 Jul 16, 2026
Shulman DeMeo Asset Management LLC History No change 1,759 416 0.08% 0.08% 1936 0 0.0% Q2 2026 Jul 08, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 1,762 416 0.24% 0.24% 1937 0 0.0% Q2 2026 Jul 15, 2026
Carl P. Sherr & Co., LLC History No change 1,760 416 0.17% 0.17% 1938 0 0.0% Q2 2026 Jul 31, 2026
Syntegra Private Wealth Group, LLC History No change 1,759 416 0.03% 0.03% 1939 0 0.0% Q2 2026 Jul 15, 2026
Cairn Investment Group, Inc. History No change 1,752 415 0.18% 0.18% 1940 0 0.0% Q2 2026 Jul 28, 2026
Elevated Capital Advisors, LLC History No change 1,747 413 0.11% 0.11% 1941 0 0.0% Q2 2026 Aug 03, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 1,748 413 0.19% 0.19% 1942 0 0.0% Q2 2026 Aug 14, 2026
Asio Capital, LLC History No change 1,745 412 0.05% 0.05% 1943 0 0.0% Q2 2026 Jul 17, 2026
Hill Investment Group Partners, LLC History No change 1,745 412 0.04% 0.04% 1944 0 0.0% Q2 2026 Aug 12, 2026
Serenus Wealth Advisors, LLC History No change 1,743 412 0.07% 0.07% 1945 0 0.0% Q2 2026 Aug 05, 2026
BDFS Capital LLC History No change 1,741 412 0.18% 0.18% 1946 0 0.0% Q2 2026 Jul 15, 2026
Phoenix Wealth Advisors History No change 1,737 411 0.14% 0.14% 1947 0 0.0% Q2 2026 Jul 31, 2026
Northwest Financial Advisors History No change 1,740 411 0.05% 0.05% 1948 0 0.0% Q2 2026 Jul 27, 2026
Fairman Group, LLC History No change 1,737 411 0.32% 0.32% 1949 0 0.0% Q2 2026 Aug 04, 2026
Fort Point Capital Partners LLC History No change 1,729 409 0.03% 0.03% 1950 0 0.0% Q2 2026 Aug 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 1,732 409 0.15% 0.15% 1951 0 0.0% Q2 2026 Jul 14, 2026
Strait & Sound Wealth Management LLC History No change 1,733 409 0.14% 0.14% 1952 0 0.0% Q2 2026 Aug 17, 2026
Kropog Financial Group, LLC History No change 1,732 409 0.29% 0.29% 1953 0 0.0% Q2 2026 Aug 06, 2026
Almanack Investment Partners, LLC. History No change 1,725 408 0.05% 0.05% 1954 0 0.0% Q2 2026 Jul 30, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 1,745 407 0.11% 0.08% 1956 +406 30.32% Q3 2026 Oct 02, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,722 407 0.08% 0.08% 1955 0 0.0% Q2 2026 Jul 21, 2026
Goldstone Financial Group, LLC History No change 1,724 407 0.04% 0.04% 1957 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History Added to 1,740 406 0.01% 0.01% 1959 +57 3.39% Q3 2026 Oct 08, 2026
Summit Asset Management, LLC History No change 1,718 406 0.05% 0.05% 1958 0 0.0% Q2 2026 Aug 06, 2026
Teamwork Financial Advisors, LLC History No change 1,719 406 0.04% 0.04% 1960 0 0.0% Q2 2026 Jul 08, 2026
Private Wealth Group, LLC History No change 1,709 404 0.16% 0.16% 1961 0 0.0% Q2 2026 Jul 08, 2026
Elm3 Financial Group, LLC History No change 1,735 404 0.27% 0.28% 1962 0 0.0% Q3 2026 Oct 07, 2026
NAVELLIER & ASSOCIATES INC History No change 1,707 403 0.03% 0.03% 1963 0 0.0% Q2 2026 Aug 04, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 1,706 403 0.05% 0.05% 1964 0 0.0% Q2 2026 Jul 24, 2026
Western Reserve Capital Management, LLC History No change 1,704 403 0.3% 0.3% 1965 0 0.0% Q2 2026 Jul 21, 2026
Astoria Portfolio Advisors LLC. History No change 1,700 402 0.07% 0.07% 1966 0 0.0% Q2 2026 Jul 28, 2026
OneAscent Family Office, LLC History No change 1,700 402 0.2% 0.2% 1967 0 0.0% Q2 2026 Aug 11, 2026
RCW Management, LLC History No change 1,703 402 0.36% 0.36% 1968 0 0.0% Q2 2026 Jul 21, 2026
Tower Research Capital LLC (TRC) History No change 1,696 401 0.01% 0.01% 1969 0 0.0% Q2 2026 Aug 11, 2026
LJI Wealth Management, LLC History No change 1,695 401 0.06% 0.06% 1970 0 0.0% Q2 2026 Jul 31, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,690 399 0.03% 0.03% 1971 0 0.0% Q2 2026 Jul 16, 2026
MAIRS & POWER INC History No change 1,690 399 0.0% 0.0% 1972 0 0.0% Q2 2026 Aug 14, 2026
JSF Financial, LLC History No change 1,690 399 0.06% 0.06% 1973 0 0.0% Q2 2026 Jul 28, 2026
CFO4Life Group, LLC History No change 1,678 397 0.05% 0.05% 1974 0 0.0% Q2 2026 Aug 12, 2026
Ironwood Financial, llc History No change 1,656 394 0.06% 0.06% 1975 0 0.0% Q2 2026 Jul 17, 2026
Regent Peak Wealth Advisors LLC History No change 1,662 393 0.07% 0.07% 1976 0 0.0% Q2 2026 Jul 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 1,686 393 0.04% 0.04% 1977 0 0.0% Q3 2026 Oct 07, 2026
Sather Financial Group Inc History No change 1,656 391 0.02% 0.02% 1978 0 0.0% Q2 2026 Jul 30, 2026
Downshift Financial, LLC History No change 1,654 391 0.18% 0.18% 1979 0 0.0% Q2 2026 Aug 12, 2026
Kestra Investment Management, LLC History No change 1,646 389 0.01% 0.01% 1980 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 1,641 388 0.05% 0.05% 1981 0 0.0% Q2 2026 Jul 09, 2026
New Republic Capital, LLC History No change 1,642 388 0.09% 0.09% 1982 0 0.0% Q2 2026 Jul 31, 2026
Acropolis Investment Management, LLC History Added to 1,662 387 0.02% 0.02% 1983 +1 0.06% Q3 2026 Oct 08, 2026
Stockman Wealth Management, Inc. History No change 1,633 386 0.04% 0.04% 1984 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,630 385 0.12% 0.12% 1985 0 0.0% Q2 2026 Jul 16, 2026
Causey Wealth LLC History No change 1,631 385 0.15% 0.15% 1986 0 0.0% Q2 2026 Aug 11, 2026
Greenline Partners, LLC History No change 1,624 384 0.04% 0.04% 1987 0 0.0% Q2 2026 Aug 14, 2026
Flagship Private Wealth, LLC History No change 1,624 384 0.14% 0.14% 1988 0 0.0% Q2 2026 Aug 04, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,624 384 0.11% 0.11% 1989 0 0.0% Q2 2026 Aug 07, 2026
GatePass Capital, LLC History No change 1,625 384 0.15% 0.15% 1990 0 0.0% Q2 2026 Jul 30, 2026
WJ Financial Advisors LLC History No change 1,623 384 0.28% 0.28% 1991 0 0.0% Q2 2026 Aug 13, 2026
CrossGen Wealth, LLC History No change 1,626 384 0.3% 0.3% 1992 0 0.0% Q2 2026 Jul 24, 2026
Weitzel Financial Services, Inc. History No change 1,610 382 0.13% 0.13% 1993 0 0.0% Q2 2026 Jul 14, 2026
WINCAP FINANCIAL LLC History No change 1,616 382 0.21% 0.21% 1994 0 0.0% Q2 2026 Jul 09, 2026
Trinity Financial Advisors LLC History No change 1,607 380 0.1% 0.1% 1995 0 0.0% Q2 2026 Jul 06, 2026
ARS Investment Partners, LLC History No change 1,604 379 0.02% 0.02% 1996 0 0.0% Q2 2026 Jul 09, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,605 379 0.03% 0.03% 1997 0 0.0% Q2 2026 Jul 23, 2026
Costello Asset Management, INC History No change 1,604 379 0.11% 0.11% 1998 0 0.0% Q2 2026 Jul 28, 2026
Grandview Asset Management LLC History No change 1,603 379 0.09% 0.09% 1999 0 0.0% Q2 2026 Jul 24, 2026
Prasad Wealth Partners, LLC History No change 1,603 379 0.09% 0.09% 2000 0 0.0% Q2 2026 Jul 29, 2026