VANGUARD SPECIALIZED FUNDS - VNQ

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
Empower Advisory Group, LLC History No change 17,590,235 1,696,226 4.05% 4.05% 1 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 16,949,846 1,634,473 0.87% 0.87% 2 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 12,196,894 1,176,146 0.69% 0.69% 3 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 10,163,867 980,101 1.88% 1.88% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 9,829,110 947,821 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,292,120 896,039 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 8,598,869 829,188 2.83% 2.83% 7 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 7,569,539 742,950 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 5,030,439 485,085 0.53% 0.53% 9 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 4,918,706 474,310 0.52% 0.52% 10 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 3,989,579 384,715 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 3,430,993 330,850 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 3,358,164 323,827 0.58% 0.58% 13 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 2,439,239 235,215 0.21% 0.21% 14 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 2,331,612 224,837 0.05% 0.05% 15 0 0.0% Q2 2026 Aug 07, 2026
Pure Financial Advisors, LLC History No change 2,286,335 220,471 2.81% 2.81% 16 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 2,222,799 214,389 0.23% 0.23% 17 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,209,295 213,042 0.05% 0.05% 18 0 0.0% Q2 2026 Sep 23, 2026
State of Tennessee, Department of Treasury History No change 2,181,157 210,328 0.62% 0.62% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,977,474 190,687 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
Sand Hill Global Advisors, LLC History No change 1,754,412 169,177 5.09% 5.09% 21 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 1,644,829 158,610 0.26% 0.26% 22 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 1,609,924 155,244 1.9% 1.9% 23 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 1,591,558 153,474 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,514,609 146,053 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 13, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,506,976 145,317 12.71% 12.71% 26 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,502,969 144,940 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 14, 2026
Gibson Capital, LLC History No change 1,395,282 134,547 22.07% 22.07% 28 0 0.0% Q2 2026 Aug 13, 2026
Millburn Ridgefield LLC /DE/ History No change 1,378,575 132,935 2.52% 2.52% 29 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,378,575 132,935 2.2% 2.2% 30 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 1,351,459 130,321 0.22% 0.22% 31 0 0.0% Q2 2026 Jul 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,300,407 125,399 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,259,888 121,490 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,059,730 102,189 0.08% 0.08% 34 0 0.0% Q2 2026 Sep 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,027,667 99,097 0.05% 0.05% 35 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 937,292 89,808 0.15% 0.15% 36 0 0.0% Q2 2026 Jul 15, 2026
Beacon Capital Management, Inc. History No change 896,485 86,448 5.23% 5.23% 37 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 853,650 83,785 2.75% 2.75% 38 0 0.0% Q2 2026 Jul 21, 2026
Seven Post Investment Office LP History No change 857,363 82,675 23.47% 23.47% 39 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 842,116 81,205 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 12, 2026
Jefferies Financial Group Inc. History No change 831,143 80,147 0.53% 0.53% 41 0 0.0% Q2 2026 Aug 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 781,642 75,373 1.32% 1.32% 42 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 775,853 74,815 0.33% 0.33% 43 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 771,016 74,351 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 741,178 71,471 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 730,166 70,409 0.93% 0.93% 46 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 726,100 70,017 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 719,290 69,361 0.1% 0.1% 48 0 0.0% Q2 2026 Aug 27, 2026
STIFEL FINANCIAL CORP History No change 718,232 69,258 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 710,144 68,503 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 671,894 64,790 1.06% 1.06% 51 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 631,341 60,880 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 29, 2026
REBALANCE, LLC History No change 613,696 59,178 3.1% 3.1% 53 0 0.0% Q2 2026 Jul 16, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 584,158 56,324 0.31% 0.31% 54 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 564,978 54,480 0.75% 0.75% 55 0 0.0% Q2 2026 Aug 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 551,941 53,223 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Pennsylvania State University History No change 592,234 53,081 21.09% 22.98% 57 0 0.0% Q3 2026 Oct 02, 2026
STATE STREET CORP History No change 524,486 50,576 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 22, 2026
D. E. Shaw & Co., Inc. History No change 523,931 50,522 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 519,210 50,067 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 492,781 47,518 0.57% 0.57% 61 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 490,211 47,271 0.54% 0.54% 62 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 486,552 46,940 0.14% 0.14% 63 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 479,864 46,273 0.68% 0.68% 64 0 0.0% Q2 2026 Jul 14, 2026
SCS Capital Management LLC History No change 473,126 45,623 0.43% 0.43% 65 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 471,382 45,455 0.17% 0.17% 66 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 470,354 45,356 0.34% 0.34% 67 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 464,333 44,775 2.49% 2.49% 68 0 0.0% Q2 2026 Aug 04, 2026
Falcon Wealth Planning History No change 463,481 44,693 2.82% 2.82% 69 0 0.0% Q2 2026 Jul 13, 2026
M&T BANK CORP History No change 429,929 41,458 0.12% 0.12% 70 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 427,805 41,253 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 425,480 41,029 0.06% 0.06% 72 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 424,203 40,905 0.51% 0.51% 73 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 414,149 39,936 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 399,883 38,560 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 399,081 38,483 0.2% 0.2% 76 0 0.0% Q2 2026 Aug 14, 2026
Passive Capital Management, LLC. History No change 433,672 38,375 12.0% 12.0% 77 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 392,604 37,859 0.09% 0.09% 78 0 0.0% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History No change 384,757 37,102 0.22% 0.22% 79 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 384,725 37,099 1.66% 1.66% 80 0 0.0% Q2 2026 Jul 31, 2026
St. Louis Trust Co History No change 17,485 36,064 4.12% 4.12% 81 0 0.0% Q2 2026 Jul 30, 2026
Focus Partners Wealth History No change 368,036 35,489 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 361,861 34,894 0.34% 0.34% 83 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 357,800 34,502 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Chandler Asset Management, Inc. History No change 352,018 33,945 4.78% 4.78% 85 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 342,483 33,025 0.67% 0.67% 86 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 330,263 31,847 0.1% 0.1% 87 0 0.0% Q2 2026 Jul 28, 2026
Comprehensive Financial Management LLC History No change 328,338 31,661 1.04% 1.04% 88 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 323,939 31,237 0.93% 0.93% 89 0 0.0% Q2 2026 Oct 07, 2026
HHM Wealth Advisors, LLC History No change 318,158 30,679 3.08% 3.08% 90 0 0.0% Q2 2026 Jul 13, 2026
1832 Asset Management L.P. History No change 315,651 30,438 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 312,740 30,157 1.39% 1.39% 92 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 309,861 29,879 0.15% 0.15% 93 0 0.0% Q2 2026 Aug 13, 2026
SAGE FINANCIAL GROUP INC History No change 305,846 29,492 1.63% 1.63% 94 0 0.0% Q2 2026 Jul 21, 2026
FIRST FINANCIAL BANKSHARES INC History No change 302,072 29,128 0.55% 0.55% 95 0 0.0% Q2 2026 Aug 11, 2026
BECKER CAPITAL MANAGEMENT INC History No change 301,372 29,061 0.78% 0.78% 96 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 299,656 28,895 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 295,599 28,504 0.13% 0.13% 98 0 0.0% Q2 2026 Aug 18, 2026
DecisionPoint Financial, LLC History No change 293,151 28,382 5.26% 5.26% 99 0 0.0% Q2 2026 Aug 05, 2026
Kohmann Bosshard Financial Services, LLC History No change 293,410 28,293 2.4% 2.4% 100 0 0.0% Q2 2026 Jul 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 289,502 27,916 4.29% 4.29% 101 0 0.0% Q2 2026 Jul 22, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 283,000 27,289 9.74% 9.74% 102 0 0.0% Q2 2026 Aug 07, 2026
Man Group plc History No change 282,369 27,228 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 280,100 27,010 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 274,051 26,426 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 19, 2026
CITADEL ADVISORS LLC History No change 263,900 25,447 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 02, 2026
FMR LLC History No change 263,601 25,419 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 258,648 24,941 1.29% 1.29% 108 0 0.0% Q2 2026 Jul 08, 2026
Roble, Belko & Company, Inc History No change 257,749 24,855 2.69% 2.69% 109 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 256,816 24,764 1.44% 1.44% 110 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 254,989 24,588 0.59% 0.59% 111 0 0.0% Q2 2026 Jul 31, 2026
Tanglewood Wealth Management, Inc. History No change 254,209 24,513 2.08% 2.08% 112 0 0.0% Q2 2026 Jul 27, 2026
Whelan Financial History No change 245,744 23,697 6.45% 6.45% 113 0 0.0% Q2 2026 Jul 24, 2026
Rodgers & Associates, LTD History No change 244,354 23,563 2.14% 2.14% 114 0 0.0% Q2 2026 Jul 21, 2026
B & T Capital Management DBA Alpha Capital Management History No change 243,879 23,517 3.05% 3.05% 115 0 0.0% Q2 2026 Aug 07, 2026
Austin Asset Management Co Inc History No change 242,559 23,389 3.26% 3.26% 116 0 0.0% Q2 2026 Jul 31, 2026
KWMG, LLC History Added to 256,119 22,955 1.65% 1.76% 117 +4,166 1.65% Q3 2026 Oct 07, 2026
TECTONIC ADVISORS LLC History No change 235,265 22,686 1.09% 1.09% 118 0 0.0% Q2 2026 Jul 15, 2026
SWAN Capital LLC History No change 230,437 22,221 7.6% 7.6% 119 0 0.0% Q2 2026 Aug 13, 2026
DEFINE FINANCIAL, LLC History No change 228,368 22,021 10.11% 10.11% 120 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Advisors, LLC History No change 224,731 21,670 0.12% 0.12% 121 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 222,806 21,485 0.46% 0.46% 122 0 0.0% Q2 2026 Aug 13, 2026
Wrenne Financial Planning LLC History No change 219,084 21,126 7.13% 7.13% 123 0 0.0% Q2 2026 Jul 27, 2026
Fairfield University History No change 217,653 20,988 8.5% 8.5% 124 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 214,880 20,720 0.07% 0.07% 125 0 0.0% Q2 2026 Aug 10, 2026
Omega Financial Group, LLC History No change 208,874 20,141 6.13% 6.13% 126 0 0.0% Q2 2026 Jul 21, 2026
SACHEM HILL LLC History No change 198,214 19,113 3.4% 3.4% 127 0 0.0% Q2 2026 Aug 10, 2026
TCV Trust & Wealth Management, Inc. History No change 191,852 18,500 1.4% 1.4% 128 0 0.0% Q2 2026 Jul 24, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 190,223 18,343 2.33% 2.33% 129 0 0.0% Q2 2026 Aug 25, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 204,464 18,326 4.91% 4.61% 130 +6,952 3.52% Q3 2026 Oct 09, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 189,599 18,282 6.95% 6.95% 131 0 0.0% Q2 2026 Jul 30, 2026
Carrera Capital Advisors History No change 189,317 18,255 2.71% 2.71% 132 0 0.0% Q2 2026 Aug 03, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 186,503 17,984 2.83% 2.83% 133 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 186,201 17,955 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 184,011 17,677 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 13, 2026
Conservest Capital Advisors, Inc. History No change 182,572 17,605 1.4% 1.4% 136 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 182,318 17,580 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 07, 2026
CHOREO, LLC History No change 182,060 17,556 0.19% 0.19% 138 0 0.0% Q2 2026 Aug 04, 2026
Firestone Capital Management History No change 180,112 17,368 3.23% 3.23% 139 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 177,418 17,108 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 07, 2026
AA Financial Advisors, LLC History No change 175,093 16,884 2.03% 2.03% 141 0 0.0% Q2 2026 Jul 17, 2026
Trilogy Capital Inc. History No change 174,951 16,870 0.65% 0.65% 142 0 0.0% Q2 2026 Jul 02, 2026
West Financial Advisors, LLC History No change 174,613 16,837 2.56% 2.56% 143 0 0.0% Q2 2026 Jul 08, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 174,467 16,823 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 173,367 16,717 0.78% 0.78% 145 0 0.0% Q2 2026 Jul 24, 2026
Rockwood Wealth Management, LLC History No change 171,815 16,568 1.05% 1.05% 146 0 0.0% Q2 2026 Jul 13, 2026
Avior Wealth Management, LLC History No change 170,953 16,475 0.43% 0.43% 147 0 0.0% Q2 2026 Jul 07, 2026
COMMERCE BANK History No change 168,401 16,238 0.07% 0.07% 148 0 0.0% Q2 2026 Aug 12, 2026
Fort Henry Capital, LLC History No change 166,661 16,071 8.85% 8.85% 149 0 0.0% Q2 2026 Jul 15, 2026
LRI Investments, LLC History No change 163,496 15,765 1.27% 1.27% 150 0 0.0% Q2 2026 Jul 14, 2026
Partners in Financial Planning History No change 161,235 15,551 2.36% 2.36% 151 0 0.0% Q2 2026 Aug 10, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 172,843 15,491 4.55% 4.75% 152 +5,319 3.18% Q3 2026 Oct 08, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 160,000 15,428 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 159,738 15,403 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 07, 2026
University of Illinois Foundation History No change 159,230 15,354 2.74% 2.74% 155 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 156,168 15,059 0.16% 0.16% 156 0 0.0% Q2 2026 Aug 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 155,978 15,040 5.27% 5.27% 157 0 0.0% Q2 2026 Jul 22, 2026
BCR Wealth Strategies, LLC History No change 155,236 14,969 4.21% 4.21% 158 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Investment Partners, Inc. History No change 154,317 14,880 0.4% 0.4% 159 0 0.0% Q2 2026 Aug 13, 2026
Navalign, LLC History No change 153,717 14,822 3.45% 3.45% 160 0 0.0% Q2 2026 Jul 27, 2026
Allodium Investment Consultants, LLC History No change 153,716 14,822 6.29% 6.29% 161 0 0.0% Q2 2026 Jul 14, 2026
Ashton Thomas Private Wealth, LLC History No change 153,632 14,814 0.31% 0.31% 162 0 0.0% Q2 2026 Jul 29, 2026
Farther Finance Advisors, LLC History Reduced 162,265 14,543 0.1% 0.13% 163 -9,872 -5.73% Q3 2026 Oct 08, 2026
TFO Wealth Partners, LLC History No change 148,271 14,297 1.56% 1.56% 164 0 0.0% Q2 2026 Aug 10, 2026
GenTrust, LLC History No change 146,619 14,138 0.54% 0.54% 165 0 0.0% Q2 2026 Aug 06, 2026
Cordant, Inc. History No change 145,779 14,057 5.06% 5.06% 166 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Asset Management, LLC History No change 145,492 14,041 1.35% 1.35% 167 0 0.0% Q2 2026 Aug 11, 2026
Somnio Financial Group, LLC History No change 144,002 13,886 8.23% 8.23% 168 0 0.0% Q2 2026 Jul 06, 2026
Plancorp, LLC History No change 141,551 13,847 0.34% 0.34% 169 0 0.0% Q2 2026 Jul 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 143,539 13,841 0.49% 0.49% 170 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 141,261 13,621 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 152,846 13,557 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 139,298 13,432 2.98% 2.98% 173 0 0.0% Q2 2026 Aug 11, 2026
Magnolia Wealth Management, LLC History No change 136,305 13,143 6.88% 6.88% 174 0 0.0% Q2 2026 Jul 14, 2026
Lighthouse Investment Partners, LLC History No change 136,000 13,114 0.36% 0.36% 175 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 133,600 12,883 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 03, 2026
Grey Fox Wealth Advisors, LLC History No change 132,329 12,760 2.0% 2.0% 177 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 131,992 12,728 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 131,842 12,713 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 14, 2026
Hurlow Wealth Management Group, Inc. History No change 130,770 12,610 2.62% 2.62% 180 0 0.0% Q2 2026 Aug 05, 2026
Hudson Bay Capital Management LP History No change 130,000 12,535 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 129,993 12,535 1.09% 1.09% 182 0 0.0% Q2 2026 Jul 21, 2026
Adaptive Financial Consulting, LLC History No change 129,548 12,492 4.38% 4.38% 183 0 0.0% Q2 2026 Aug 07, 2026
FC Advisory LLC History Added to 134,870 12,088 3.17% 3.27% 184 +6,716 5.24% Q3 2026 Oct 05, 2026
Krane Financial Solutions LLC History No change 124,803 12,034 7.41% 7.41% 185 0 0.0% Q2 2026 Aug 12, 2026
NWAM LLC History No change 123,491 11,908 0.6% 0.6% 186 0 0.0% Q2 2026 Jul 23, 2026
CARDIFF PARK ADVISORS, LLC History No change 123,030 11,863 0.92% 0.92% 187 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 121,596 11,725 1.55% 1.55% 188 0 0.0% Q2 2026 Jul 09, 2026
Archvest Wealth Advisors, Inc. History No change 121,526 11,718 6.78% 6.78% 189 0 0.0% Q2 2026 Jul 27, 2026
Asset Management One Co., Ltd. History No change 121,180 11,685 0.03% 0.03% 190 0 0.0% Q2 2026 Jul 28, 2026
Flagstone Financial Management History No change 120,870 11,655 2.61% 2.61% 191 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 120,377 11,607 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 119,408 11,514 0.13% 0.13% 193 0 0.0% Q2 2026 Aug 12, 2026
Johnson Financial Group, Inc. History No change 117,946 11,373 0.37% 0.37% 194 0 0.0% Q2 2026 Aug 10, 2026
Riverpoint Wealth Management Holdings, LLC History No change 116,267 11,211 2.06% 2.06% 195 0 0.0% Q2 2026 Jul 27, 2026
TrueWealth Financial Partners History No change 116,270 11,211 4.63% 4.63% 196 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Investment Group, LLC History No change 115,029 11,092 1.34% 1.34% 197 0 0.0% Q2 2026 Aug 04, 2026
JDM Financial Group LLC History No change 163,751 10,986 3.75% 3.75% 198 0 0.0% Q2 2026 Aug 17, 2026
Omnia Family Wealth, LLC History No change 113,260 10,921 2.93% 2.93% 199 0 0.0% Q2 2026 Jul 09, 2026
Horizons Wealth Management History New 121,841 10,920 6.81% — 200 +121,841 New Q3 2026 Oct 05, 2026
Modera Wealth Management, LLC History No change 112,522 10,850 0.12% 0.12% 201 0 0.0% Q2 2026 Aug 03, 2026
Advisory Solutions Group, LLC History No change 112,305 10,829 3.67% 3.67% 202 0 0.0% Q2 2026 Jul 29, 2026
Bear Mountain Capital, Inc. History No change 110,199 10,752 3.11% 3.11% 203 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 111,254 10,728 0.21% 0.21% 204 0 0.0% Q2 2026 Aug 14, 2026
Prairiewood Capital, LLC History No change 111,195 10,722 2.78% 2.78% 205 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 110,974 10,701 0.12% 0.12% 206 0 0.0% Q2 2026 Jul 29, 2026
Twin Tree Management, LP History No change 110,100 10,616 0.2% 0.2% 207 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 109,713 10,579 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 108,862 10,497 0.88% 0.88% 209 0 0.0% Q2 2026 Aug 11, 2026
ATMOS ADVISORY, LLC History Added to 116,928 10,480 5.58% 5.84% 210 +968 0.83% Q3 2026 Oct 06, 2026
Modern Wealth Management, LLC History No change 108,533 10,465 0.12% 0.12% 211 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 108,437 10,456 0.16% 0.16% 212 0 0.0% Q2 2026 Aug 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 108,270 10,439 0.05% 0.05% 213 0 0.0% Q2 2026 Sep 23, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 108,242 10,437 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 30, 2026
Krilogy Financial LLC History No change 107,825 10,397 0.31% 0.31% 215 0 0.0% Q2 2026 Jul 27, 2026
MOLLER WEALTH PARTNERS History No change 107,370 10,353 1.87% 1.87% 216 0 0.0% Q2 2026 Jul 15, 2026
Checchi Capital Advisers, LLC History No change 107,222 10,339 0.47% 0.47% 217 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 107,210 10,338 2.28% 2.28% 218 0 0.0% Q2 2026 Aug 13, 2026
Ted Buchan & Co History No change 107,090 10,326 3.38% 3.38% 219 0 0.0% Q2 2026 Jul 23, 2026
Galvin, Gaustad & Stein, LLC History Reduced 113,999 10,217 0.77% 0.89% 220 -11,385 -9.08% Q3 2026 Oct 08, 2026
AWM CAPITAL, LLC History No change 105,517 10,175 0.81% 0.81% 221 0 0.0% Q2 2026 Jul 31, 2026
Daiwa Securities Group Inc. History No change 105,100 10,134 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 104,079 10,036 0.1% 0.1% 223 0 0.0% Q2 2026 Jul 15, 2026
Sequoia Financial Advisors, LLC History No change 103,610 9,991 0.05% 0.05% 224 0 0.0% Q2 2026 Jul 17, 2026
Weiss Asset Management LP History No change 103,000 9,932 0.1% 0.1% 225 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 102,779 9,910 0.14% 0.14% 226 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 102,381 9,872 0.31% 0.31% 227 0 0.0% Q2 2026 Aug 04, 2026
Keudell/Morrison Wealth Management History No change 101,570 9,794 1.85% 1.85% 228 0 0.0% Q2 2026 Jul 15, 2026
PACK Private Wealth, LLC History No change 100,455 9,686 4.01% 4.01% 229 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 99,833 9,626 0.03% 0.03% 230 0 0.0% Q2 2026 Aug 12, 2026
WESCAP Management Group, Inc. History No change 99,373 9,582 1.79% 1.79% 231 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 99,002 9,546 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 98,701 9,517 0.06% 0.06% 233 0 0.0% Q2 2026 Aug 14, 2026
Gray Private Wealth, LLC History No change 98,520 9,500 4.11% 4.11% 234 0 0.0% Q2 2026 Jul 24, 2026
Peterson Wealth Advisors, LLC History Added to 105,693 9,473 1.1% 1.16% 235 +3,887 3.82% Q3 2026 Oct 08, 2026
Callan Family Office, LLC History No change 97,711 9,422 0.18% 0.18% 236 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc./Texas History No change 95,612 9,220 3.55% 3.55% 237 0 0.0% Q2 2026 Aug 10, 2026
Avion Wealth History No change 95,604 9,219 1.72% 1.72% 238 0 0.0% Q2 2026 Jul 31, 2026
NORTHERN TRUST CORP History No change 95,452 9,204 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 94,533 9,115 0.13% 0.13% 240 0 0.0% Q2 2026 Aug 14, 2026
Industrial Alliance Investment Management Inc. History No change 94,190 9,083 4.28% 4.28% 241 0 0.0% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History No change 93,823 9,047 0.11% 0.11% 242 0 0.0% Q2 2026 Jul 20, 2026
Vertex Investment Solutions Co., Ltd. History No change 91,736 9,003 6.07% 6.07% 243 0 0.0% Q2 2026 Jul 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 90,487 8,927 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 92,135 8,884 0.13% 0.13% 245 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 91,976 8,869 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 91,867 8,858 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Advisors Inc. History No change 90,075 8,685 1.49% 1.49% 248 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Financial Partners, Inc. History No change 89,724 8,652 0.06% 0.06% 249 0 0.0% Q2 2026 Aug 14, 2026
Marathon Strategic Advisors, LLC History No change 89,500 8,630 4.87% 4.87% 250 0 0.0% Q2 2026 Jul 16, 2026
Stratos Wealth Partners, LTD. History No change 89,198 8,601 0.09% 0.09% 251 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 89,094 8,591 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 89,025 8,584 0.1% 0.1% 253 0 0.0% Q2 2026 Aug 04, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 88,993 8,581 0.47% 0.47% 254 0 0.0% Q2 2026 Aug 10, 2026
Americana Partners, LLC History No change 88,379 8,522 0.19% 0.19% 255 0 0.0% Q2 2026 Aug 05, 2026
Rakuten Investment Management, Inc. History No change 86,124 8,453 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 17, 2026
Private Advisor Group, LLC History No change 87,314 8,419 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 86,581 8,349 0.17% 0.17% 258 0 0.0% Q2 2026 Jul 30, 2026
Fonville Wealth Management LLC History No change 86,280 8,319 1.36% 1.36% 259 0 0.0% Q2 2026 Jul 28, 2026
Silver Coast Investments LLC History No change 86,197 8,312 2.47% 2.47% 260 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 85,799 8,273 3.0% 3.0% 261 0 0.0% Q2 2026 Aug 10, 2026
Tide Cove Capital Partners LLC History No change 83,481 8,257 5.34% 5.34% 262 0 0.0% Q2 2026 Aug 07, 2026
Moran Wealth Management, LLC History No change 84,968 8,193 0.22% 0.22% 263 0 0.0% Q2 2026 Aug 05, 2026
UNITED BANK History No change 84,748 8,172 0.96% 0.96% 264 0 0.0% Q2 2026 Jul 30, 2026
Financial Advisors Network, Inc. History No change 84,755 8,172 1.0% 1.0% 265 0 0.0% Q2 2026 Aug 14, 2026
BluePrint Investing LLC History No change 84,499 8,148 6.09% 6.09% 266 0 0.0% Q2 2026 Jul 17, 2026
KCM INVESTMENT ADVISORS LLC History No change 84,422 8,140 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 84,289 8,127 0.57% 0.57% 268 0 0.0% Q2 2026 Jul 07, 2026
COUNTRY TRUST BANK History No change 84,205 8,119 0.14% 0.14% 269 0 0.0% Q2 2026 Jul 15, 2026
David Kennon Inc History No change 84,031 8,103 2.68% 2.68% 270 0 0.0% Q2 2026 Jul 22, 2026
Fairway Wealth LLC History No change 83,601 8,061 1.84% 1.84% 271 0 0.0% Q2 2026 Jul 24, 2026
Campion Asset Management History No change 83,062 8,009 4.89% 4.89% 272 0 0.0% Q2 2026 Jul 28, 2026
Silver Oak Advisory Group, Inc. History No change 83,058 8,009 3.16% 3.16% 273 0 0.0% Q2 2026 Jul 31, 2026
Betterment LLC History No change 82,417 7,947 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 82,063 7,913 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 05, 2026
WestHill Financial Advisors, Inc. History No change 82,017 7,908 1.35% 1.35% 276 0 0.0% Q2 2026 Jul 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 81,206 7,830 0.51% 0.51% 277 0 0.0% Q2 2026 Jul 28, 2026
Connecticut Wealth Management, LLC History No change 81,166 7,826 0.29% 0.29% 278 0 0.0% Q2 2026 Jul 29, 2026
Financial Futures Ltd Liability Co. History No change 80,451 7,757 2.95% 2.95% 279 0 0.0% Q2 2026 Jul 27, 2026
SG Americas Securities, LLC History No change 80,391 7,752 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 07, 2026
Drystone LLC History No change 79,918 7,706 6.34% 6.34% 281 0 0.0% Q2 2026 Jul 24, 2026
Ariston Services Group History No change 79,763 7,691 4.24% 4.24% 282 0 0.0% Q2 2026 Jul 27, 2026
Amicus Financial Advisors, LLC History No change 77,523 7,475 1.84% 1.84% 283 0 0.0% Q2 2026 Jul 20, 2026
Verdence Capital Advisors LLC History No change 77,202 7,444 0.39% 0.39% 284 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 75,666 7,296 0.38% 0.38% 285 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 74,680 7,201 0.05% 0.05% 286 0 0.0% Q2 2026 Sep 08, 2026
Clearstead Advisors, LLC History No change 72,915 7,031 0.07% 0.07% 287 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 72,802 7,020 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 13, 2026
BAYSHORE ASSET MANAGEMENT, LLC History No change 71,809 6,924 2.47% 2.47% 289 0 0.0% Q2 2026 Jul 23, 2026
American Investment Services, Inc. History No change 71,580 6,902 1.46% 1.46% 290 0 0.0% Q2 2026 Aug 12, 2026
Peak Retirement Planning, Inc. History No change 71,525 6,897 1.09% 1.09% 291 0 0.0% Q2 2026 Aug 10, 2026
Proficio Capital Partners LLC History No change 71,310 6,876 0.25% 0.25% 292 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 71,291 6,874 0.18% 0.18% 293 0 0.0% Q2 2026 Jul 31, 2026
PATTON FUND MANAGEMENT, INC. History No change 71,281 6,873 1.49% 1.49% 294 0 0.0% Q2 2026 Jul 13, 2026
United Financial Planning Group LLC History No change 71,064 6,856 3.48% 3.48% 295 0 0.0% Q2 2026 Aug 06, 2026
Aletheian Wealth Advisors LLC History Added to 76,372 6,845 2.75% 2.97% 296 +4,268 5.92% Q3 2026 Oct 08, 2026
Latigo Investments, LLC History No change 70,972 6,843 3.05% 3.05% 297 0 0.0% Q2 2026 Aug 06, 2026
Hardy Reed LLC History No change 70,572 6,805 0.44% 0.44% 298 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 70,347 6,783 0.08% 0.08% 299 0 0.0% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC /UT History No change 70,147 6,764 1.28% 1.28% 300 0 0.0% Q2 2026 Jul 23, 2026
Financial Alternatives, Inc History No change 70,071 6,756 3.33% 3.33% 301 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 70,043 6,754 0.04% 0.04% 302 0 0.0% Q2 2026 Aug 10, 2026
Cliffwater LLC History No change 69,923 6,742 1.68% 1.68% 303 0 0.0% Q2 2026 Aug 12, 2026
LMG Wealth Partners, LLC History No change 69,875 6,738 1.08% 1.08% 304 0 0.0% Q2 2026 Aug 12, 2026
Gallagher Fiduciary Advisors, LLC History No change 69,532 6,704 0.22% 0.22% 305 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 69,198 6,672 0.02% 0.02% 306 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 68,560 6,611 1.01% 1.01% 307 0 0.0% Q2 2026 Jul 09, 2026
BNP Paribas Asset Management Holding S.A. History No change 68,516 6,606 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 12, 2026
Rainwater Charitable Foundation History No change 68,428 6,598 2.2% 2.2% 309 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History No change 67,920 6,549 0.03% 0.03% 310 0 0.0% Q2 2026 Jul 13, 2026
PDS Planning, Inc History No change 66,024 6,366 0.37% 0.37% 311 0 0.0% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History No change 65,796 6,344 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 65,448 6,311 0.83% 0.83% 313 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS iM, LLC History No change 65,284 6,295 2.15% 2.15% 314 0 0.0% Q2 2026 Jul 22, 2026
LPWM LLC History No change 65,210 6,288 1.4% 1.4% 315 0 0.0% Q2 2026 Jul 24, 2026
Investment Planning Advisors, Inc. History No change 65,096 6,277 1.45% 1.45% 316 0 0.0% Q2 2026 Jul 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 65,045 6,272 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 65,019 6,269 0.1% 0.1% 318 0 0.0% Q2 2026 Aug 14, 2026
Allie Family Office LLC History No change 65,026 6,269 2.32% 2.32% 319 0 0.0% Q2 2026 Oct 02, 2026
Factor Wealth Management LTD History Added to 69,814 6,257 0.96% 0.99% 320 +1,680 2.47% Q3 2026 Oct 08, 2026
VeraBank, N.A. History No change 64,350 6,205 1.03% 1.03% 321 0 0.0% Q2 2026 Aug 05, 2026
Frontier Asset Management, LLC History No change 63,976 6,169 1.1% 1.1% 322 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors Wealth Management, LLC History Reduced 68,671 6,155 0.69% 0.79% 323 -1,120 -1.6% Q3 2026 Oct 09, 2026
Cassaday & Co Wealth Management LLC History No change 63,575 6,130 0.12% 0.12% 324 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 62,402 6,017 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 20, 2026
Aprio Wealth Management, LLC History No change 61,925 5,971 0.29% 0.29% 326 0 0.0% Q2 2026 Jul 24, 2026
Neumann Capital Management, LLC History No change 61,792 5,958 3.94% 3.94% 327 0 0.0% Q2 2026 Jul 10, 2026
Note Advisors, LLC History No change 61,419 5,922 2.57% 2.57% 328 0 0.0% Q2 2026 Aug 14, 2026
Red Wave Investments LLC History No change 61,327 5,913 1.5% 1.5% 329 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 61,102 5,892 0.07% 0.07% 330 0 0.0% Q2 2026 Aug 18, 2026
WHITTIER TRUST CO History No change 60,258 5,859 0.06% 0.06% 331 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 60,656 5,849 0.06% 0.06% 332 0 0.0% Q2 2026 Aug 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 59,658 5,752 0.42% 0.42% 333 0 0.0% Q2 2026 Aug 03, 2026
One Degree Advisors Inc History No change 59,074 5,719 1.28% 1.28% 334 0 0.0% Q2 2026 Jul 31, 2026
Crewe Advisors LLC History No change 58,758 5,666 0.41% 0.41% 335 0 0.0% Q2 2026 Jul 23, 2026
Baron Financial Group, LLC History Reduced 63,212 5,665 2.76% 2.91% 336 -131 -0.21% Q3 2026 Oct 09, 2026
Thrive Capital Management, LLC History No change 58,703 5,660 1.07% 1.07% 337 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 58,661 5,656 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 58,476 5,638 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 11, 2026
Kagan Cocozza Asset Management History No change 57,936 5,586 3.5% 3.5% 340 0 0.0% Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History No change 57,870 5,580 0.1% 0.1% 341 0 0.0% Q2 2026 Jul 31, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 57,804 5,574 4.99% 4.99% 342 0 0.0% Q2 2026 Jul 09, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 57,680 5,562 2.45% 2.45% 343 0 0.0% Q2 2026 Aug 07, 2026
Klingman & Associates, LLC History No change 57,654 5,559 0.24% 0.24% 344 0 0.0% Q2 2026 Jul 29, 2026
Idaho Trust Co History No change 57,550 5,549 1.62% 1.62% 345 0 0.0% Q2 2026 Aug 06, 2026
Unconventional Investor, LLC History No change 57,533 5,547 2.29% 2.29% 346 0 0.0% Q2 2026 Aug 18, 2026
&PARTNERS History No change 57,079 5,504 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History No change 56,268 5,425 1.8% 1.8% 348 0 0.0% Q2 2026 Jul 21, 2026
Cavalier Investments, LLC History No change 56,240 5,423 0.23% 0.23% 349 0 0.0% Q2 2026 Aug 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 56,244 5,423 0.45% 0.45% 350 0 0.0% Q2 2026 Aug 14, 2026
Everhart Financial Group, Inc. History Reduced 60,226 5,398 0.33% 0.45% 351 -12,428 -17.11% Q3 2026 Oct 08, 2026
ARK & TLK INVESTMENTS, LLC History No change 55,444 5,346 1.32% 1.32% 352 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 55,342 5,336 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 55,163 5,319 0.06% 0.06% 354 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 55,027 5,306 0.07% 0.07% 355 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 54,885 5,292 0.06% 0.06% 356 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 53,541 5,283 0.11% 0.11% 357 0 0.0% Q2 2026 Jul 29, 2026
Cherry Tree Wealth Management, LLC History No change 54,571 5,262 0.99% 0.99% 358 0 0.0% Q2 2026 Sep 15, 2026
White Lighthouse Investment Management Inc. History No change 54,317 5,237 0.65% 0.65% 359 0 0.0% Q2 2026 Aug 04, 2026
Zeit Capital LLC History No change 54,065 5,213 3.14% 3.14% 360 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisors, LLC History No change 54,019 5,209 0.72% 0.72% 361 0 0.0% Q2 2026 Jul 22, 2026
Northwest Quadrant Wealth Management, LLC History No change 53,782 5,186 0.96% 0.96% 362 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 53,417 5,150 0.28% 0.28% 363 0 0.0% Q2 2026 Aug 06, 2026
Black Diamond Financial, LLC History No change 53,345 5,144 0.45% 0.45% 364 0 0.0% Q2 2026 Aug 04, 2026
MBL Wealth, LLC History No change 53,333 5,142 0.35% 0.35% 365 0 0.0% Q2 2026 Jul 15, 2026
BALANCED WEALTH GROUP LLC History No change 52,980 5,108 1.62% 1.62% 366 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 52,860 5,097 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 56,540 5,096 0.08% 0.08% 368 0 0.0% Q2 2026 Aug 13, 2026
Pine Ridge Advisers LLC History No change 52,639 5,075 0.31% 0.31% 369 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 52,639 5,075 0.42% 0.42% 370 0 0.0% Q2 2026 Jul 23, 2026
Financial & Tax Architects, LLC History No change 51,718 4,987 1.05% 1.05% 371 0 0.0% Q2 2026 Jul 23, 2026
Keel Point, LLC History No change 51,627 4,978 0.29% 0.29% 372 0 0.0% Q2 2026 Aug 14, 2026
Dodds Wealth, LLC History No change 51,489 4,965 1.12% 1.12% 373 0 0.0% Q2 2026 Aug 06, 2026
Whitegate Investment Counselors, Inc. History No change 51,277 4,944 1.41% 1.41% 374 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 50,870 4,905 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 03, 2026
BOS Asset Management, LLC History Added to 54,114 4,850 1.13% 1.16% 376 +2,089 4.02% Q3 2026 Oct 09, 2026
Integrated Advisors Network LLC History No change 49,818 4,803 0.22% 0.22% 377 0 0.0% Q2 2026 Aug 11, 2026
Alhambra Investment Management LLC History No change 49,241 4,748 2.07% 2.07% 378 0 0.0% Q2 2026 Jul 16, 2026
Concurrent Investment Advisors, LLC History No change 49,089 4,733 0.04% 0.04% 379 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 48,451 4,672 0.26% 0.26% 380 0 0.0% Q2 2026 Aug 11, 2026
Evanson Financial, LLC History No change 48,160 4,644 0.23% 0.23% 381 0 0.0% Q2 2026 Jul 07, 2026
Human Investing LLC History No change 48,043 4,632 0.6% 0.6% 382 0 0.0% Q2 2026 Jul 21, 2026
Voya Financial Advisors, Inc. History No change 47,161 4,628 0.41% 0.41% 383 0 0.0% Q2 2026 Aug 12, 2026
CONNING INC. History No change 47,789 4,608 0.14% 0.14% 384 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 47,476 4,578 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 13, 2026
SVRN Asset Management, LLC History No change 47,234 4,554 2.34% 2.34% 386 0 0.0% Q2 2026 Aug 14, 2026
Nalls Sherbakoff Group, LLC History No change 47,193 4,550 3.23% 3.23% 387 0 0.0% Q2 2026 Aug 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 47,112 4,543 2.59% 2.59% 388 0 0.0% Q2 2026 Aug 14, 2026
Tillman Hartley LLC History No change 46,925 4,525 1.02% 1.02% 389 0 0.0% Q2 2026 Aug 06, 2026
Vestcor Inc History No change 46,915 4,524 0.11% 0.11% 390 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 46,807 4,513 2.08% 2.08% 391 0 0.0% Q2 2026 Jul 13, 2026
LifeGuide Financial Advisors, LLC History No change 46,733 4,506 1.28% 1.28% 392 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 46,636 4,497 0.08% 0.08% 393 0 0.0% Q2 2026 Aug 06, 2026
Payne Capital Management, LLC History No change 46,244 4,459 1.19% 1.19% 394 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 45,607 4,397 0.07% 0.07% 395 0 0.0% Q2 2026 Jul 31, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 45,153 4,354 0.23% 0.23% 396 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 45,097 4,348 0.11% 0.11% 397 0 0.0% Q2 2026 Aug 07, 2026
Cordoba Advisory Partners LLC History No change 44,977 4,337 0.92% 0.92% 398 0 0.0% Q2 2026 Jul 21, 2026
REDW Wealth LLC History No change 44,670 4,307 1.54% 1.54% 399 0 0.0% Q2 2026 Jul 30, 2026
Wealthcare Advisory Partners LLC History No change 44,657 4,306 0.08% 0.08% 400 0 0.0% Q2 2026 Jul 09, 2026
Fort Point Capital Partners LLC History No change 44,305 4,272 0.3% 0.3% 401 0 0.0% Q2 2026 Aug 14, 2026
FAMILY WEALTH PARTNERS, LLC History No change 44,311 4,272 1.31% 1.31% 402 0 0.0% Q2 2026 Jul 10, 2026
Disciplined Investments, LLC History No change 44,281 4,269 1.38% 1.38% 403 0 0.0% Q2 2026 Aug 07, 2026
Atria Investments, Inc History No change 44,000 4,242 0.04% 0.04% 404 0 0.0% Q2 2026 Jul 28, 2026
Manchester Capital Management LLC History No change 43,925 4,235 0.55% 0.55% 405 0 0.0% Q2 2026 Aug 13, 2026
DWR WEALTH MANAGEMENT, LLC History No change 43,130 4,233 3.17% 3.17% 406 0 0.0% Q2 2026 Jul 07, 2026
MFA Wealth Services History No change 43,880 4,231 2.53% 2.53% 407 0 0.0% Q2 2026 Jul 21, 2026
Matrix Trust Co History Added to 47,005 4,213 0.61% 0.61% 408 +3,288 7.52% Q3 2026 Oct 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 43,304 4,175 0.62% 0.62% 409 0 0.0% Q2 2026 Aug 13, 2026
LEGACY FINANCIAL GROUP, INC. History No change 43,243 4,169 0.97% 0.97% 410 0 0.0% Q2 2026 Jul 30, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 43,134 4,159 1.09% 1.09% 411 0 0.0% Q2 2026 Jul 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 42,901 4,136 0.1% 0.1% 412 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 42,676 4,115 0.08% 0.08% 413 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Management, LLC History No change 42,668 4,114 0.13% 0.13% 414 0 0.0% Q2 2026 Aug 05, 2026
Diversified Portfolios, Inc. History No change 42,614 4,109 0.3% 0.3% 415 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 42,341 4,082 0.1% 0.1% 416 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 42,317 4,080 0.05% 0.05% 417 0 0.0% Q2 2026 Aug 05, 2026
IF Advisors, LLC History No change 41,960 4,046 2.66% 2.66% 418 0 0.0% Q2 2026 Aug 13, 2026
FIRST FOUNDATION ADVISORS History No change 41,597 4,011 0.14% 0.14% 419 0 0.0% Q2 2026 Aug 14, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 41,481 4,000 0.37% 0.37% 420 0 0.0% Q2 2026 Aug 14, 2026
Brindle & Bay Financial Advisors, LLC History No change 41,420 3,994 2.0% 2.0% 421 0 0.0% Q2 2026 Jul 20, 2026
Marotta Asset Management History Added to 44,378 3,977 0.68% 0.71% 422 +451 1.03% Q3 2026 Oct 02, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 41,198 3,972 0.34% 0.34% 423 0 0.0% Q2 2026 Jul 27, 2026
Intergy Private Wealth, LLC History No change 41,061 3,959 0.91% 0.91% 424 0 0.0% Q2 2026 Jul 17, 2026
Keewaydin Investments LLC History No change 40,985 3,952 1.14% 1.14% 425 0 0.0% Q2 2026 Aug 14, 2026
Finhabits Advisors LLC History No change 40,782 3,932 3.31% 3.31% 426 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 40,678 3,922 0.02% 0.02% 427 0 0.0% Q2 2026 Jul 29, 2026
Abound Wealth Management History No change 40,502 3,905 0.78% 0.78% 428 0 0.0% Q2 2026 Jul 10, 2026
BLUELINE ADVISORS LLC History No change 40,308 3,886 2.69% 2.69% 429 0 0.0% Q2 2026 Jul 27, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 40,215 3,878 0.99% 0.99% 430 0 0.0% Q2 2026 Jul 15, 2026
PARK NATIONAL CORP /OH/ History Reduced 43,025 3,856 0.1% 0.13% 431 -5,753 -11.79% Q3 2026 Oct 05, 2026
PROFFITT & GOODSON INC History No change 39,956 3,852 0.53% 0.53% 432 0 0.0% Q2 2026 Jul 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 39,857 3,843 0.06% 0.06% 433 0 0.0% Q2 2026 Jul 28, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 39,600 3,818 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 13, 2026
BTG Pactual Asset Management US LLC History No change 39,582 3,816 0.24% 0.24% 435 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 39,560 3,814 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 39,541 3,812 0.23% 0.23% 437 0 0.0% Q2 2026 Aug 11, 2026
Decker Retirement Planning Inc. History No change 39,378 3,797 1.29% 1.29% 438 0 0.0% Q2 2026 Jul 16, 2026
Zhang Financial LLC History No change 39,319 3,791 0.11% 0.11% 439 0 0.0% Q2 2026 Jul 30, 2026
Apella Capital, LLC History Added to 42,644 3,782 0.05% 0.06% 440 +1,726 4.22% Q3 2026 Oct 08, 2026
GROUP ONE TRADING LLC History No change 39,050 3,765 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 13, 2026
Praetorian Wealth Management, Inc. History No change 38,950 3,756 0.65% 0.65% 442 0 0.0% Q2 2026 Jul 07, 2026
South Dakota Investment Council History No change 38,780 3,740 0.06% 0.06% 443 0 0.0% Q2 2026 Aug 11, 2026
Neuberger Berman Group LLC History No change 38,603 3,722 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
Transcendent Capital Group LLC History No change 38,454 3,708 1.44% 1.44% 445 0 0.0% Q2 2026 Aug 05, 2026
ASPIRIANT, LLC History No change 38,183 3,682 0.09% 0.09% 446 0 0.0% Q2 2026 Jul 20, 2026
Vestmark Advisory Solutions, Inc. History No change 38,192 3,682 0.03% 0.03% 447 0 0.0% Q2 2026 Aug 14, 2026
Prudent Man Advisors, LLC History No change 38,160 3,679 0.84% 0.84% 448 0 0.0% Q2 2026 Aug 05, 2026
Addison Capital Co History No change 38,121 3,676 0.6% 0.6% 449 0 0.0% Q2 2026 Aug 04, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 37,571 3,676 3.23% 3.23% 450 0 0.0% Q2 2026 Jul 16, 2026
Grove Bank & Trust History Added to 40,946 3,669 0.36% 0.38% 451 +959 2.4% Q3 2026 Oct 08, 2026
E&R Wealth Management, LLC History No change 37,996 3,664 3.11% 3.11% 452 0 0.0% Q2 2026 Jul 27, 2026
Kure Advisory, LLC History Added to 40,776 3,654 1.69% 1.79% 453 +1,587 4.05% Q3 2026 Oct 08, 2026
WEDBUSH SECURITIES INC History No change 37,624 3,628 0.09% 0.09% 454 0 0.0% Q2 2026 Jul 28, 2026
TORONTO DOMINION BANK History No change 37,265 3,593 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 37,200 3,587 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 37,047 3,572 1.08% 1.08% 457 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Investment Partners LLC History No change 37,001 3,568 0.3% 0.3% 458 0 0.0% Q2 2026 Aug 04, 2026
RFG Advisory, LLC History No change 36,967 3,564 0.06% 0.06% 459 0 0.0% Q2 2026 Jul 15, 2026
Texas Yale Capital Corp. History No change 36,955 3,563 0.08% 0.08% 460 0 0.0% Q2 2026 Aug 12, 2026
Tranquilli Financial Advisor LLC History No change 36,744 3,543 1.91% 1.91% 461 0 0.0% Q2 2026 Aug 07, 2026
Independence Asset Advisors, LLC History No change 36,716 3,540 0.92% 0.92% 462 0 0.0% Q2 2026 Jul 15, 2026
Truepoint, Inc. History No change 36,673 3,536 0.07% 0.07% 463 0 0.0% Q2 2026 Jul 31, 2026
TMB Capital Partners, LLC History No change 36,659 3,535 1.1% 1.1% 464 0 0.0% Q2 2026 Jul 24, 2026
Waldron Private Wealth LLC History No change 36,494 3,519 0.12% 0.12% 465 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 36,448 3,514 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 36,222 3,492 0.06% 0.06% 467 0 0.0% Q2 2026 Jul 21, 2026
ASSOCIATED BANC-CORP History No change 36,148 3,485 0.08% 0.08% 468 0 0.0% Q2 2026 Jul 31, 2026
Manhattan West Asset Management, LLC History No change 35,934 3,465 0.58% 0.58% 469 0 0.0% Q2 2026 Aug 11, 2026
Blueprint Financial Advisors LLC History No change 35,790 3,451 0.38% 0.38% 470 0 0.0% Q2 2026 Aug 14, 2026
Plus Group Wealth Advisors LLC History No change 35,770 3,449 3.24% 3.24% 471 0 0.0% Q2 2026 Jul 13, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 35,621 3,434 1.05% 1.05% 472 0 0.0% Q2 2026 Jul 21, 2026
Frisco Financial Planning LLC History Added to 38,289 3,431 2.67% 2.77% 473 +205 0.54% Q3 2026 Oct 05, 2026
Global Retirement Partners, LLC History No change 35,557 3,428 0.05% 0.05% 474 0 0.0% Q2 2026 Aug 06, 2026
OneAscent Financial Services LLC History No change 35,230 3,397 0.16% 0.16% 475 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 35,091 3,383 0.19% 0.19% 476 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 35,017 3,376 0.09% 0.09% 477 0 0.0% Q2 2026 Aug 04, 2026
BRIGHTON JONES LLC History No change 34,755 3,351 0.06% 0.06% 478 0 0.0% Q2 2026 Aug 11, 2026
Cascade Financial Partners, LLC History No change 34,731 3,349 0.29% 0.29% 479 0 0.0% Q2 2026 Aug 04, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 34,714 3,347 1.35% 1.35% 480 0 0.0% Q2 2026 Jul 24, 2026
AMI INVESTMENT MANAGEMENT INC History No change 34,523 3,329 0.71% 0.71% 481 0 0.0% Q2 2026 Jul 15, 2026
Pacific Center for Financial Services History No change 34,513 3,328 0.74% 0.74% 482 0 0.0% Q2 2026 Aug 05, 2026
Compass Ion Advisors, LLC History No change 34,455 3,322 0.29% 0.29% 483 0 0.0% Q2 2026 Aug 12, 2026
Obsido Oy History No change 34,260 3,303 1.77% 1.77% 484 0 0.0% Q2 2026 Aug 14, 2026
My Personal CFO, LLC History No change 34,247 3,302 1.29% 1.29% 485 0 0.0% Q2 2026 Jul 21, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 34,178 3,295 0.03% 0.03% 486 0 0.0% Q2 2026 Aug 03, 2026
PROSPERITY BANCSHARES INC History No change 34,160 3,294 2.15% 2.15% 487 0 0.0% Q2 2026 Aug 14, 2026
Asset Advisory Group, Inc. History No change 34,112 3,289 1.44% 1.44% 488 0 0.0% Q2 2026 Jul 09, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 36,682 3,287 2.2% 2.12% 489 +3,926 11.99% Q3 2026 Oct 09, 2026
TWO SIGMA SECURITIES, LLC History No change 33,940 3,272 0.28% 0.28% 490 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 33,906 3,269 0.08% 0.08% 491 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 33,890 3,268 0.19% 0.19% 492 0 0.0% Q2 2026 Jul 27, 2026
Vigilare Wealth Management History No change 33,825 3,261 1.0% 1.0% 493 0 0.0% Q2 2026 Jul 06, 2026
FSA WEALTH PARTNERS, INC. History No change 33,815 3,260 0.82% 0.82% 494 0 0.0% Q2 2026 Aug 03, 2026
Wealth Advisory Solutions, LLC History No change 33,787 3,258 0.67% 0.67% 495 0 0.0% Q2 2026 Jul 24, 2026
111 Capital History No change 33,560 3,236 0.56% 0.56% 496 0 0.0% Q2 2026 Aug 04, 2026
Symmetry Partners, LLC History No change 33,558 3,235 0.16% 0.16% 497 0 0.0% Q2 2026 Jul 23, 2026
Houlihan Financial Resource Group, Ltd. History No change 33,493 3,229 1.15% 1.15% 498 0 0.0% Q2 2026 Aug 10, 2026
Aureum Wealth Management, LLC History No change 33,443 3,224 2.0% 2.0% 499 0 0.0% Q2 2026 Jul 22, 2026
SMART Wealth LLC History No change 33,365 3,217 0.69% 0.69% 500 0 0.0% Q2 2026 Aug 05, 2026
Liberty Capital Management, Inc. History No change 33,360 3,216 0.55% 0.55% 501 0 0.0% Q2 2026 Jul 17, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 33,322 3,213 0.3% 0.3% 502 0 0.0% Q2 2026 Jul 14, 2026
Index Fund Advisors, Inc. History No change 33,232 3,204 0.13% 0.13% 503 0 0.0% Q2 2026 Aug 12, 2026
Creekside Partners History No change 33,208 3,202 1.16% 1.16% 504 0 0.0% Q2 2026 Jul 30, 2026
Bleakley Financial Group, LLC History No change 33,187 3,200 0.04% 0.04% 505 0 0.0% Q2 2026 Aug 05, 2026
Asset Management Group, Inc. History No change 33,017 3,183 0.47% 0.47% 506 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 32,878 3,170 0.24% 0.24% 507 0 0.0% Q2 2026 Sep 15, 2026
Mesirow Financial Investment Management, Inc. History No change 32,754 3,158 0.05% 0.05% 508 0 0.0% Q2 2026 Jul 22, 2026
Family Legacy, Inc. History No change 32,422 3,126 0.83% 0.83% 509 0 0.0% Q2 2026 Aug 06, 2026
Nest Investments, LLC History No change 32,353 3,119 2.37% 2.37% 510 0 0.0% Q2 2026 Aug 14, 2026
Pacific Capital Wealth Advisors, Inc. History No change 32,209 3,105 0.47% 0.47% 511 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History No change 32,155 3,100 0.03% 0.03% 512 0 0.0% Q2 2026 Aug 10, 2026
Virtu Financial LLC History No change 32,110 3,096 0.1% 0.1% 513 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 32,050 3,090 0.04% 0.04% 514 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 30,600 3,076 0.05% 0.05% 515 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 30,600 3,076 0.05% 0.05% 516 0 0.0% Q2 2026 Jul 29, 2026
Faithward Advisors, LLC History No change 31,817 3,068 0.37% 0.37% 517 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 31,771 3,063 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 34,166 3,062 0.27% 0.28% 519 -228 -0.66% Q3 2026 Oct 07, 2026
Aspen Investment Management Inc History No change 31,632 3,050 0.82% 0.82% 520 0 0.0% Q2 2026 Jul 17, 2026
WEBSTER BANK, N. A. History No change 31,500 3,037 0.26% 0.26% 521 0 0.0% Q2 2026 Jul 20, 2026
Infinity Wealth Counsel, LLC History No change 31,310 3,019 2.44% 2.44% 522 0 0.0% Q2 2026 Jul 09, 2026
Impact Partnership Wealth, LLC History No change 31,306 3,018 0.29% 0.29% 523 0 0.0% Q2 2026 Jul 29, 2026
Atlas Legacy Advisors, LLC History No change 31,306 3,018 0.45% 0.45% 524 0 0.0% Q2 2026 Jul 31, 2026
Sterling Financial Planning, Inc. History No change 31,228 3,011 0.82% 0.82% 525 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 30,485 2,999 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 31,087 2,997 0.08% 0.08% 527 0 0.0% Q2 2026 Jul 07, 2026
COHEN & STEERS, INC. History No change 31,018 2,991 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 30,858 2,975 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Group, LLC / IL History No change 30,818 2,971 0.73% 0.73% 530 0 0.0% Q2 2026 Jul 30, 2026
Lynx Investment Advisory History No change 30,728 2,963 0.97% 0.97% 531 0 0.0% Q2 2026 Jul 27, 2026
ArchPoint Investors History No change 30,522 2,943 0.62% 0.62% 532 0 0.0% Q2 2026 Aug 13, 2026
One Day In July LLC History No change 30,325 2,924 0.2% 0.2% 533 0 0.0% Q2 2026 Aug 03, 2026
Wedmont Private Capital History Reduced 32,207 2,877 0.07% 0.09% 534 -789 -2.39% Q3 2026 Oct 09, 2026
BOSTON FAMILY OFFICE LLC History No change 29,824 2,876 0.17% 0.17% 535 0 0.0% Q2 2026 Aug 12, 2026
REGATTA CAPITAL GROUP, LLC History No change 29,832 2,876 0.39% 0.39% 536 0 0.0% Q2 2026 Aug 12, 2026
Unison Advisors LLC History No change 29,806 2,874 0.2% 0.2% 537 0 0.0% Q2 2026 Jul 22, 2026
COURIER CAPITAL LLC History No change 29,671 2,861 0.14% 0.14% 538 0 0.0% Q2 2026 Jul 16, 2026
Broadview Financial Management, LLC History No change 29,528 2,847 1.74% 1.74% 539 0 0.0% Q2 2026 Aug 12, 2026
Clark Capital Management Group, Inc. History No change 29,500 2,844 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 29,367 2,832 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History No change 29,328 2,828 0.11% 0.11% 542 0 0.0% Q2 2026 Jul 29, 2026
NOVEM GROUP History No change 29,149 2,810 0.28% 0.28% 543 0 0.0% Q2 2026 Jul 21, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 28,500 2,797 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 10, 2026
Richmond Brothers, Inc. History No change 28,796 2,776 1.44% 1.44% 545 0 0.0% Q2 2026 Aug 11, 2026
Carter Financial, LLC History No change 28,749 2,772 2.08% 2.08% 546 0 0.0% Q2 2026 Aug 13, 2026
Vermillion Wealth Management, Inc. History No change 28,645 2,762 0.65% 0.65% 547 0 0.0% Q2 2026 Jul 15, 2026
BTC Capital Management, Inc. History No change 28,609 2,758 0.17% 0.17% 548 0 0.0% Q2 2026 Jul 16, 2026
B. Riley Wealth Advisors, Inc. History No change 28,081 2,756 0.15% 0.15% 549 0 0.0% Q2 2026 Jul 14, 2026
Frankly Finances, LLC History No change 28,518 2,749 2.17% 2.17% 550 0 0.0% Q2 2026 Jul 15, 2026
HARBOUR INVESTMENTS, INC. History No change 28,418 2,740 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 30,531 2,736 0.07% 0.08% 552 -2,478 -7.51% Q3 2026 Oct 05, 2026
Axos Invest Inc. History No change 28,357 2,734 2.0% 2.0% 553 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Management, Inc. History No change 28,327 2,731 0.68% 0.68% 554 0 0.0% Q2 2026 Jul 30, 2026
Continuum Advisory, LLC History No change 28,218 2,721 0.22% 0.22% 555 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Group, LLC History No change 28,170 2,716 0.07% 0.07% 556 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 28,080 2,707 0.18% 0.18% 557 0 0.0% Q2 2026 Aug 12, 2026
Clayton Financial Group LLC History No change 27,953 2,695 1.49% 1.49% 558 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 27,920 2,692 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 14, 2026
Capital Group Private Client Services, Inc. History No change 27,851 2,685 0.04% 0.04% 560 0 0.0% Q2 2026 Aug 12, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 29,878 2,678 1.37% 1.49% 561 +8 0.03% Q3 2026 Oct 01, 2026
Clarity Capital Advisors, LLC History No change 27,770 2,677 1.12% 1.12% 562 0 0.0% Q2 2026 Jul 13, 2026
YANKCOM Partnership History No change 27,417 2,644 0.95% 0.95% 563 0 0.0% Q2 2026 Jul 21, 2026
Talon Private Wealth, LLC History No change 27,226 2,625 0.31% 0.31% 564 0 0.0% Q2 2026 Sep 11, 2026
Warwick Investment Management, Inc. History No change 27,207 2,623 0.29% 0.29% 565 0 0.0% Q2 2026 Jul 31, 2026
Scott & Selber, Inc. History No change 26,948 2,598 0.55% 0.55% 566 0 0.0% Q2 2026 Jul 08, 2026
PINNACLE ASSOCIATES LTD History No change 26,887 2,592 0.03% 0.03% 567 0 0.0% Q2 2026 Aug 03, 2026
Private Advisory Group LLC History No change 26,854 2,589 0.14% 0.14% 568 0 0.0% Q2 2026 Aug 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 26,844 2,588 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 26,536 2,585 0.31% 0.31% 570 0 0.0% Q2 2026 Aug 12, 2026
Fund Evaluation Group, LLC History No change 26,637 2,568 0.07% 0.07% 571 0 0.0% Q2 2026 Aug 07, 2026
Mascoma Wealth Management LLC History No change 26,330 2,539 0.47% 0.47% 572 0 0.0% Q2 2026 Jul 24, 2026
FIRST CITIZENS BANK & TRUST CO History No change 26,273 2,533 0.04% 0.04% 573 0 0.0% Q2 2026 Jul 13, 2026
WATERS PARKERSON & CO., LLC History No change 26,255 2,531 0.12% 0.12% 574 0 0.0% Q2 2026 Jul 30, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 26,230 2,529 0.5% 0.5% 575 0 0.0% Q2 2026 Jul 22, 2026
Hardin Capital Partners, LLC History Added to 28,033 2,512 1.23% 1.24% 576 +592 2.16% Q3 2026 Oct 08, 2026
CAHILL FINANCIAL ADVISORS INC History No change 25,939 2,501 0.24% 0.24% 577 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 25,919 2,499 0.02% 0.02% 578 0 0.0% Q2 2026 Jul 23, 2026
Savvy Advisors, Inc. History No change 25,838 2,491 0.05% 0.05% 579 0 0.0% Q2 2026 Aug 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 25,713 2,479 0.09% 0.09% 580 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 25,505 2,459 0.49% 0.49% 581 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 25,376 2,447 0.15% 0.15% 582 0 0.0% Q2 2026 Aug 11, 2026
MANNING & NAPIER ADVISORS LLC History No change 24,866 2,440 0.03% 0.03% 583 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 25,279 2,437 0.06% 0.06% 584 0 0.0% Q2 2026 Jul 31, 2026
Capital Management Associates, Inc History No change 25,257 2,435 0.49% 0.49% 585 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 25,250 2,434 0.05% 0.05% 586 0 0.0% Q2 2026 Aug 06, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 25,173 2,427 0.46% 0.46% 587 0 0.0% Q2 2026 Jul 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 25,115 2,421 0.04% 0.04% 588 0 0.0% Q2 2026 Jul 14, 2026
Stelac Advisory Services LLC History No change 25,100 2,420 0.45% 0.45% 589 0 0.0% Q2 2026 Aug 10, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 24,846 2,395 1.34% 1.34% 590 0 0.0% Q2 2026 Jul 23, 2026
Marble Harbor Investment Counsel, LLC History No change 24,775 2,389 0.24% 0.24% 591 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 24,751 2,386 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 11, 2026
Prime Buchholz LLC History No change 24,676 2,379 0.86% 0.86% 593 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 24,660 2,377 0.09% 0.09% 594 0 0.0% Q2 2026 Jul 21, 2026
One Capital Management, LLC History No change 26,785 2,375 0.07% 0.07% 595 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 24,630 2,375 0.02% 0.02% 596 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 24,529 2,365 0.03% 0.03% 597 0 0.0% Q2 2026 Jul 22, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 24,511 2,363 1.88% 1.88% 598 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 24,413 2,355 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 12, 2026
Lester Murray Antman dba SimplyRich History No change 82,768 2,354 0.55% 0.55% 600 0 0.0% Q2 2026 Jul 31, 2026
WBH ADVISORY INC History No change 24,407 2,353 0.16% 0.16% 601 0 0.0% Q2 2026 Aug 05, 2026
RWA WEALTH PARTNERS, LLC History No change 24,331 2,346 0.02% 0.02% 602 0 0.0% Q2 2026 Aug 07, 2026
First PREMIER Bank History No change 24,122 2,326 0.38% 0.38% 603 0 0.0% Q2 2026 Jul 15, 2026
Ascent Wealth Partners, LLC History No change 24,018 2,316 0.23% 0.23% 604 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 23,908 2,305 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 13, 2026
Colorado Capital Management, Inc. History No change 23,884 2,303 0.79% 0.79% 606 0 0.0% Q2 2026 Jul 08, 2026
Nikulski Financial, Inc. History No change 23,746 2,289 0.49% 0.49% 607 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 23,710 2,286 0.1% 0.1% 608 0 0.0% Q2 2026 Aug 05, 2026
Bellwether Advisors, LLC History No change 23,453 2,261 0.33% 0.33% 609 0 0.0% Q2 2026 Aug 13, 2026
ROCKLAND TRUST CO History Added to 25,210 2,259 0.09% 0.08% 610 +3,178 14.42% Q3 2026 Oct 05, 2026
Consilium Wealth Advisory, LLC History No change 23,406 2,256 0.67% 0.67% 611 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History No change 23,222 2,239 0.04% 0.04% 612 0 0.0% Q2 2026 Jul 30, 2026
Beirne Wealth Consulting Services, LLC History No change 23,072 2,226 0.44% 0.44% 613 0 0.0% Q2 2026 Jul 15, 2026
Investment Advisory Group, LLC History No change 23,078 2,225 0.48% 0.48% 614 0 0.0% Q2 2026 Aug 06, 2026
Retirement Planning Co of New England, Inc. History No change 23,051 2,222 0.8% 0.8% 615 0 0.0% Q2 2026 Jul 30, 2026
VERITY Wealth Advisors History No change 23,020 2,219 1.34% 1.34% 616 0 0.0% Q2 2026 Jul 16, 2026
Johnson Wealth Management, LLC History No change 22,815 2,200 0.93% 0.93% 617 0 0.0% Q2 2026 Aug 06, 2026
Family CFO Inc History No change 22,729 2,191 0.84% 0.84% 618 0 0.0% Q2 2026 Jul 20, 2026
Pioneer Wealth Management Group History Reduced 24,343 2,181 0.51% 0.59% 619 -811 -3.22% Q3 2026 Oct 08, 2026
Value Investment Professionals, LLC History No change 22,550 2,174 1.83% 1.83% 620 0 0.0% Q2 2026 Jul 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 22,442 2,164 0.06% 0.06% 621 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 22,287 2,149 0.04% 0.04% 622 0 0.0% Q2 2026 Aug 04, 2026
Sherman Asset Management, Inc. History No change 22,209 2,141 1.66% 1.66% 623 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 21,892 2,111 0.4% 0.4% 624 0 0.0% Q2 2026 Aug 06, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 21,795 2,101 0.4% 0.4% 625 0 0.0% Q2 2026 Aug 07, 2026
Narwhal Capital Management History No change 21,665 2,089 0.14% 0.14% 626 0 0.0% Q2 2026 Jul 24, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 21,624 2,085 0.56% 0.56% 627 0 0.0% Q2 2026 Jul 09, 2026
Hansen & Associates Financial Group, Inc. History No change 21,413 2,082 1.19% 1.19% 628 0 0.0% Q2 2026 Jul 20, 2026
Inman Jager Wealth Management, LLC History No change 21,508 2,074 1.1% 1.1% 629 0 0.0% Q2 2026 Aug 07, 2026
SAX WEALTH ADVISORS, LLC History No change 23,299 2,066 0.08% 0.08% 630 0 0.0% Q2 2026 Jul 09, 2026
Brooklyn FI, LLC History No change 20,843 2,063 0.38% 0.38% 631 0 0.0% Q2 2026 Aug 04, 2026
Dunhill Financial, LLC History No change 21,320 2,061 0.42% 0.42% 632 0 0.0% Q2 2026 Aug 07, 2026
Roundview Capital LLC History No change 21,361 2,059 0.11% 0.11% 633 0 0.0% Q2 2026 Jul 30, 2026
GC Wealth Management RIA, LLC History No change 21,326 2,056 0.12% 0.12% 634 0 0.0% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History No change 21,225 2,046 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 24, 2026
Dakota Wealth Management History No change 21,215 2,045 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 21,143 2,038 0.02% 0.02% 637 0 0.0% Q2 2026 Jul 28, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 21,000 2,025 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 06, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 20,987 2,023 0.63% 0.63% 639 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 20,902 2,015 0.15% 0.15% 640 0 0.0% Q2 2026 Jul 06, 2026
FIRST NATIONAL BANK OF OMAHA History No change 20,692 2,009 0.06% 0.06% 641 0 0.0% Q2 2026 Aug 07, 2026
Five Pine Wealth Management History No change 20,633 1,989 1.13% 1.13% 642 0 0.0% Q2 2026 Aug 13, 2026
Foundation Wealth Management, LLC\PA History No change 20,559 1,982 0.6% 0.6% 643 0 0.0% Q2 2026 Jul 21, 2026
Orion Capital Management LLC History No change 20,524 1,979 0.61% 0.61% 644 0 0.0% Q2 2026 Aug 17, 2026
BKM Wealth Management, LLC History No change 20,528 1,979 0.7% 0.7% 645 0 0.0% Q2 2026 Jul 29, 2026
INVESTMENT PARTNERS, LTD. History No change 20,471 1,974 0.62% 0.62% 646 0 0.0% Q2 2026 Aug 04, 2026
Verition Fund Management LLC History No change 20,434 1,970 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 20,257 1,953 0.09% 0.09% 648 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 20,240 1,952 0.08% 0.08% 649 0 0.0% Q2 2026 Aug 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 20,118 1,940 0.24% 0.24% 650 0 0.0% Q2 2026 Aug 11, 2026
Smithfield Trust Co History No change 19,929 1,925 0.08% 0.08% 651 0 0.0% Q2 2026 Aug 05, 2026
Petix & Botte Co History No change 19,940 1,922 0.39% 0.39% 652 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Advisors LLC History No change 21,697 1,919 1.64% 1.64% 653 0 0.0% Q2 2026 Aug 07, 2026
Opus Financial Solutions LLC History No change 19,892 1,918 1.55% 1.55% 654 0 0.0% Q2 2026 Jul 24, 2026
Samalin Investment Counsel, LLC History No change 19,828 1,911 0.6% 0.6% 655 0 0.0% Q2 2026 Jul 27, 2026
Sound Income Strategies, LLC History Added to 21,367 1,909 0.09% 0.09% 656 +698 3.38% Q3 2026 Oct 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 19,701 1,899 0.03% 0.03% 657 0 0.0% Q2 2026 Aug 10, 2026
Montecito Bank & Trust History Reduced 21,057 1,887 0.29% 0.31% 658 -237 -1.11% Q3 2026 Oct 01, 2026
Field & Main Bank History No change 19,524 1,882 0.39% 0.39% 659 0 0.0% Q2 2026 Aug 19, 2026
Federation des caisses Desjardins du Quebec History No change 19,479 1,876 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 19,284 1,859 0.01% 0.01% 661 0 0.0% Q2 2026 Aug 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 19,259 1,857 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 14, 2026
Gradient Capital Advisors, LLC History No change 19,152 1,846 0.43% 0.43% 663 0 0.0% Q2 2026 Jul 13, 2026
NATIXIS ADVISORS, LLC History No change 18,950 1,827 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History No change 18,944 1,826 0.06% 0.06% 665 0 0.0% Q2 2026 Aug 06, 2026
Palisades Hudson Asset Management, L.P. History No change 18,782 1,811 0.63% 0.63% 666 0 0.0% Q2 2026 Aug 07, 2026
Simmons Bank History No change 18,711 1,804 0.1% 0.1% 667 0 0.0% Q2 2026 Jul 31, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 18,696 1,802 0.48% 0.48% 668 0 0.0% Q2 2026 Jul 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 18,613 1,794 0.02% 0.02% 669 0 0.0% Q2 2026 Jul 24, 2026
Jacobi Capital Management LLC History No change 18,427 1,776 0.09% 0.09% 670 0 0.0% Q2 2026 Jul 31, 2026
Cedar Point Capital Partners, LLC History No change 18,379 1,772 1.02% 1.02% 671 0 0.0% Q2 2026 Jul 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 18,298 1,764 0.1% 0.1% 672 0 0.0% Q2 2026 Aug 10, 2026
Medallion Wealth Advisors, LLC History No change 18,115 1,748 0.55% 0.55% 673 0 0.0% Q2 2026 Aug 14, 2026
Sylvest Advisors, LLC History No change 18,074 1,742 0.79% 0.79% 674 0 0.0% Q2 2026 Jul 22, 2026
Graetz Wealth LLC History No change 18,004 1,736 1.38% 1.38% 675 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 17,979 1,733 0.25% 0.25% 676 0 0.0% Q2 2026 Aug 06, 2026
Ifrah Financial Services, Inc. History No change 17,940 1,729 0.42% 0.42% 677 0 0.0% Q2 2026 Jul 21, 2026
Prospect Financial Group LLC History No change 17,928 1,728 1.39% 1.39% 678 0 0.0% Q2 2026 Aug 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 17,864 1,722 0.08% 0.08% 679 0 0.0% Q2 2026 Jul 24, 2026
TI-TRUST, INC History No change 17,852 1,721 0.93% 0.93% 680 0 0.0% Q2 2026 Jul 23, 2026
Garner Asset Management Corp History No change 17,831 1,719 0.56% 0.56% 681 0 0.0% Q2 2026 Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 17,685 1,705 0.55% 0.55% 682 0 0.0% Q2 2026 Jul 17, 2026
Alpine Bank Wealth Management History No change 17,650 1,701 0.22% 0.22% 683 0 0.0% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History No change 17,643 1,701 0.05% 0.05% 684 0 0.0% Q2 2026 Jul 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 17,600 1,697 0.03% 0.03% 685 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 17,504 1,687 0.09% 0.09% 686 0 0.0% Q2 2026 Jul 28, 2026
Tortoise Investment Management, LLC History No change 17,474 1,685 0.13% 0.13% 687 0 0.0% Q2 2026 Aug 07, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 17,470 1,684 0.48% 0.48% 688 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 17,421 1,679 0.05% 0.05% 689 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 17,403 1,678 0.01% 0.01% 690 0 0.0% Q2 2026 Sep 23, 2026
Mount Lucas Management LP History No change 17,385 1,676 0.6% 0.6% 691 0 0.0% Q2 2026 Aug 10, 2026
Financial Solutions Advisory Group, Inc. History No change 17,234 1,673 0.21% 0.21% 692 0 0.0% Q2 2026 Jul 13, 2026
Novak & Powell Financial Services, Inc. History No change 17,316 1,669 0.79% 0.79% 693 0 0.0% Q2 2026 Aug 11, 2026
OPPENHEIMER & CO INC History No change 17,305 1,668 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 03, 2026
Etesian Wealth Advisors, Inc. History No change 17,291 1,667 0.49% 0.49% 695 0 0.0% Q2 2026 Jul 23, 2026
Verde Capital Management History No change 17,282 1,666 0.31% 0.31% 696 0 0.0% Q2 2026 Aug 11, 2026
CWA Asset Management Group, LLC History No change 17,275 1,665 0.05% 0.05% 697 0 0.0% Q2 2026 Jul 14, 2026
LANARK FINANCIAL, INC. History No change 17,220 1,660 0.11% 0.11% 698 0 0.0% Q2 2026 Jul 21, 2026
Slow Capital, Inc. History No change 17,190 1,657 0.19% 0.19% 699 0 0.0% Q2 2026 Jul 22, 2026
Sierra Capital LLC History No change 17,114 1,650 0.16% 0.16% 700 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 17,121 1,650 0.06% 0.06% 701 0 0.0% Q2 2026 Aug 14, 2026
EPIQ PARTNERS, LLC History Added to 18,352 1,644 0.71% 0.74% 702 +294 1.63% Q3 2026 Oct 07, 2026
Breakwater Investment Management History No change 17,017 1,640 0.56% 0.56% 703 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 16,977 1,637 0.01% 0.01% 704 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 16,897 1,629 0.11% 0.11% 705 0 0.0% Q2 2026 Jul 29, 2026
Joel Isaacson & Co., LLC History No change 16,843 1,624 0.05% 0.05% 706 0 0.0% Q2 2026 Aug 04, 2026
Cooke Wealth Management, LLC History No change 16,804 1,620 1.33% 1.33% 707 0 0.0% Q2 2026 Jul 16, 2026
Newport Capital Group, LLC History No change 16,794 1,619 0.91% 0.91% 708 0 0.0% Q2 2026 Jul 21, 2026
Waterford Advisors, LLC History No change 16,744 1,614 0.44% 0.44% 709 0 0.0% Q2 2026 Aug 14, 2026
1834 INVESTMENT ADVISORS CO History No change 16,723 1,612 0.18% 0.18% 710 0 0.0% Q2 2026 Jul 30, 2026
Aquire Wealth Advisors, LLC History No change 16,722 1,612 0.37% 0.37% 711 0 0.0% Q2 2026 Aug 06, 2026
Gryphon Financial Partners LLC History No change 16,656 1,606 0.14% 0.14% 712 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 16,640 1,604 0.32% 0.32% 713 0 0.0% Q2 2026 Jul 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 16,608 1,601 0.06% 0.06% 714 0 0.0% Q2 2026 Jul 21, 2026
First Nebraska Trust Co History No change 16,550 1,595 0.13% 0.13% 715 0 0.0% Q2 2026 Aug 12, 2026
Covenant Asset Management, LLC History No change 16,526 1,593 0.27% 0.27% 716 0 0.0% Q2 2026 Jul 20, 2026
Choate Investment Advisors History No change 16,519 1,592 0.03% 0.03% 717 0 0.0% Q2 2026 Aug 11, 2026
Sepio Capital, LP History No change 16,499 1,590 0.08% 0.08% 718 0 0.0% Q2 2026 Jul 28, 2026
Rockbridge Investment Management, LCC History No change 16,371 1,578 0.13% 0.13% 719 0 0.0% Q2 2026 Aug 14, 2026
GLOBALT Investments LLC / GA History No change 16,350 1,576 0.05% 0.05% 720 0 0.0% Q2 2026 Aug 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 17,605 1,575 0.23% 0.31% 721 -4,177 -19.18% Q3 2026 Oct 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 16,298 1,571 0.08% 0.08% 722 0 0.0% Q2 2026 Jul 23, 2026
REGIONS FINANCIAL CORP History No change 16,295 1,571 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 10, 2026
Lutz Financial Services LLC History No change 16,270 1,568 0.1% 0.1% 724 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 16,214 1,566 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 15, 2026
Austin Wealth Management, LLC History No change 15,646 1,564 0.33% 0.33% 726 0 0.0% Q2 2026 Jul 22, 2026
FAS Wealth Partners, Inc. History No change 16,121 1,554 0.08% 0.08% 727 0 0.0% Q2 2026 Jul 29, 2026
MetLife Investment Management, LLC History No change 16,100 1,552 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 17,306 1,551 0.1% 0.16% 729 -6,704 -27.92% Q3 2026 Oct 08, 2026
William Howard & Co Financial Advisors Inc History No change 16,038 1,546 1.2% 1.2% 730 0 0.0% Q2 2026 Jul 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 15,799 1,523 0.06% 0.06% 731 0 0.0% Q2 2026 Aug 06, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 15,803 1,523 0.03% 0.03% 732 0 0.0% Q2 2026 Aug 13, 2026
North Berkeley Wealth Management, LLC History No change 15,721 1,515 0.61% 0.61% 733 0 0.0% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 15,710 1,514 0.02% 0.02% 734 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 15,650 1,509 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 14, 2026
Yakira Capital Management, Inc. History No change 15,598 1,504 0.43% 0.43% 736 0 0.0% Q2 2026 Aug 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 16,724 1,498 0.3% 0.35% 737 -664 -3.82% Q3 2026 Oct 07, 2026
Hershey Financial Advisers, LLC History No change 15,526 1,497 1.08% 1.08% 738 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 15,506 1,495 0.07% 0.07% 739 0 0.0% Q2 2026 Aug 14, 2026
Bramshill Investments, LLC History No change 15,500 1,494 0.11% 0.11% 740 0 0.0% Q2 2026 Aug 14, 2026
One Wealth Map LLC History No change 14,842 1,494 0.68% 0.68% 741 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL SECURITIES, INC. History No change 15,450 1,489 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 15,263 1,471 0.36% 0.36% 743 0 0.0% Q2 2026 Jul 30, 2026
Burton Enright Welch History No change 15,157 1,461 0.17% 0.17% 744 0 0.0% Q2 2026 Jul 17, 2026
FLAGSTAR SECURITIES, INC History No change 15,133 1,459 0.44% 0.44% 745 0 0.0% Q2 2026 Jul 15, 2026
WESBANCO BANK INC History No change 15,102 1,456 0.04% 0.04% 746 0 0.0% Q2 2026 Jul 28, 2026
Kovack Advisors, Inc. History No change 15,001 1,452 0.07% 0.07% 747 0 0.0% Q2 2026 Jul 28, 2026
FIRST HORIZON CORP History No change 15,048 1,451 0.06% 0.06% 748 0 0.0% Q2 2026 Jul 20, 2026
First Financial Bank - Trust Division History Reduced 16,156 1,448 0.1% 0.11% 749 -233 -1.42% Q3 2026 Oct 01, 2026
Cornerstone Wealth Management, LLC History No change 14,966 1,443 0.06% 0.06% 750 0 0.0% Q2 2026 Jul 22, 2026
HANOVER ADVISORS INC History No change 14,861 1,433 0.52% 0.52% 751 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 14,849 1,431 0.03% 0.03% 752 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 14,799 1,427 0.12% 0.12% 753 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 14,389 1,423 0.29% 0.29% 754 0 0.0% Q2 2026 Aug 06, 2026
Briggs Wealth Management, Inc History No change 14,729 1,420 1.3% 1.3% 755 0 0.0% Q2 2026 Aug 06, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 15,772 1,414 0.16% 0.17% 756 +63 0.4% Q3 2026 Oct 08, 2026
NorthCrest Asset Manangement, LLC History No change 14,512 1,408 0.04% 0.04% 757 0 0.0% Q2 2026 Jul 15, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 14,522 1,400 0.18% 0.18% 758 0 0.0% Q2 2026 Aug 14, 2026
Kassira Wealth Management LLC History No change 14,412 1,389 1.11% 1.11% 759 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 14,383 1,386 0.06% 0.06% 760 0 0.0% Q2 2026 Jul 21, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 14,374 1,386 0.56% 0.56% 761 0 0.0% Q2 2026 Jul 28, 2026
GTS SECURITIES LLC History No change 14,373 1,385 0.03% 0.03% 762 0 0.0% Q2 2026 Aug 14, 2026
Farnam Financial LLC History No change 14,295 1,378 1.0% 1.0% 763 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 14,282 1,377 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 20, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 14,225 1,371 0.11% 0.11% 765 0 0.0% Q2 2026 Jul 16, 2026
Cambria Investment Management, L.P. History No change 14,156 1,365 0.07% 0.07% 766 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 14,153 1,364 0.18% 0.18% 767 0 0.0% Q2 2026 Jul 27, 2026
Roof Eidam Maycock Peralta, LLC History No change 14,099 1,359 0.27% 0.27% 768 0 0.0% Q2 2026 Jul 24, 2026
Walkner Condon Financial Advisors LLC History No change 14,105 1,359 0.16% 0.16% 769 0 0.0% Q2 2026 Jul 27, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 14,056 1,355 0.5% 0.5% 770 0 0.0% Q2 2026 Jul 21, 2026
Integrity Wealth Solutions LLC History No change 14,024 1,352 0.5% 0.5% 771 0 0.0% Q2 2026 Jul 30, 2026
NORTH DALLAS BANK & TRUST CO History No change 14,015 1,351 0.8% 0.8% 772 0 0.0% Q2 2026 Jul 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 14,008 1,350 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 13,979 1,347 0.11% 0.11% 774 0 0.0% Q2 2026 Jul 31, 2026
Noble Wealth Management PBC History Reduced 15,010 1,345 0.6% 0.73% 775 -1,999 -11.75% Q3 2026 Oct 01, 2026
IFG Advisory, LLC History No change 13,927 1,342 0.05% 0.05% 776 0 0.0% Q2 2026 Aug 13, 2026
Hudson Oak Wealth Advisory LLC History No change 13,888 1,339 1.03% 1.03% 777 0 0.0% Q2 2026 Jul 21, 2026
PLIMOTH TRUST CO LLC History No change 13,870 1,337 0.27% 0.27% 778 0 0.0% Q2 2026 Jul 28, 2026
Vernal Point Advisors, LLC History No change 13,805 1,331 0.45% 0.45% 779 0 0.0% Q2 2026 Aug 14, 2026
SWEENEY & MICHEL, LLC History No change 13,515 1,330 0.35% 0.35% 780 0 0.0% Q2 2026 Aug 10, 2026
Sovran Advisors, LLC History No change 13,177 1,330 0.1% 0.1% 781 0 0.0% Q2 2026 Jul 29, 2026
River Street Advisors LLC History No change 13,753 1,326 0.39% 0.39% 782 0 0.0% Q2 2026 Jul 21, 2026
Integris Wealth Management, LLC History No change 13,740 1,324 0.27% 0.27% 783 0 0.0% Q2 2026 Jul 10, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 13,701 1,321 0.6% 0.6% 784 0 0.0% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History No change 13,632 1,314 0.05% 0.05% 785 0 0.0% Q2 2026 Aug 13, 2026
Woodward Financial Advisors, Inc. History No change 13,626 1,313 0.44% 0.44% 786 0 0.0% Q2 2026 Aug 14, 2026
MARQUETTE ASSOCIATES, INC. History No change 13,579 1,309 0.95% 0.95% 787 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 13,570 1,308 0.04% 0.04% 788 0 0.0% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 13,476 1,299 0.04% 0.04% 789 0 0.0% Q2 2026 Aug 10, 2026
Sincerus Advisory, LLC History Added to 14,443 1,294 0.84% 0.9% 790 +688 5.0% Q3 2026 Oct 08, 2026
DT Investment Partners, LLC History No change 13,416 1,293 0.1% 0.1% 791 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 13,409 1,293 0.15% 0.15% 792 0 0.0% Q2 2026 Jul 20, 2026
Texas Bank & Trust Co History No change 13,358 1,288 0.42% 0.42% 793 0 0.0% Q2 2026 Jul 31, 2026
Rathbones Group PLC History No change 13,333 1,285 0.0% 0.0% 794 0 0.0% Q2 2026 Jul 23, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 13,214 1,274 0.46% 0.46% 795 0 0.0% Q2 2026 Jul 14, 2026
Endowment Wealth Management, Inc. History No change 13,199 1,272 0.49% 0.49% 796 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 13,176 1,270 0.11% 0.11% 797 0 0.0% Q2 2026 Jul 28, 2026
RED REEF ADVISORS LLC History No change 13,137 1,266 1.17% 1.17% 798 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 13,117 1,264 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 21, 2026
Global Endowment Management, LP History No change 13,000 1,254 0.13% 0.13% 800 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 13,008 1,254 0.05% 0.05% 801 0 0.0% Q2 2026 Jul 27, 2026
WARNER FINANCIAL, INC History No change 12,993 1,252 0.37% 0.37% 802 0 0.0% Q2 2026 Jul 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 12,943 1,248 0.18% 0.18% 803 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Financial Advisors, LLC History No change 12,895 1,243 0.08% 0.08% 804 0 0.0% Q2 2026 Aug 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 12,888 1,242 0.07% 0.07% 805 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 12,836 1,237 0.07% 0.07% 806 0 0.0% Q2 2026 Aug 13, 2026
FIRST MERCHANTS CORP History No change 12,727 1,227 0.04% 0.04% 807 0 0.0% Q2 2026 Jul 15, 2026
Mystic Asset Management, Inc. History No change 12,714 1,226 0.26% 0.26% 808 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 12,665 1,221 0.01% 0.01% 809 0 0.0% Q2 2026 Aug 06, 2026
Almanack Investment Partners, LLC. History No change 12,544 1,209 0.15% 0.15% 810 0 0.0% Q2 2026 Jul 30, 2026
Upper Left Wealth Management, LLC History No change 12,521 1,207 0.67% 0.67% 811 0 0.0% Q2 2026 Jul 14, 2026
Trinity Legacy Partners, LLC History No change 12,006 1,201 0.24% 0.24% 812 0 0.0% Q2 2026 Jul 24, 2026
UNIVEST FINANCIAL Corp History No change 12,447 1,200 0.06% 0.06% 813 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 12,449 1,200 0.05% 0.05% 814 0 0.0% Q2 2026 Jul 28, 2026
SENTINEL PENSION ADVISORS, LLC History No change 11,999 1,200 0.16% 0.16% 815 0 0.0% Q2 2026 Jul 23, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 12,429 1,198 0.12% 0.12% 816 0 0.0% Q2 2026 Jul 22, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 12,425 1,198 0.11% 0.11% 817 0 0.0% Q2 2026 Jul 09, 2026
Acropolis Investment Management, LLC History Added to 13,324 1,194 0.05% 0.05% 818 +26 0.2% Q3 2026 Oct 08, 2026
New Hampshire Trust History No change 12,331 1,189 0.22% 0.22% 819 0 0.0% Q2 2026 Jul 27, 2026
Donalies Financial Planning, LLC History No change 12,319 1,187 0.87% 0.87% 820 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 12,304 1,186 0.03% 0.03% 821 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 12,304 1,186 0.36% 0.36% 822 0 0.0% Q2 2026 Aug 10, 2026
Meramec Financial Planners, LLC History No change 11,796 1,185 0.43% 0.43% 823 0 0.0% Q2 2026 Jul 28, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 12,288 1,184 0.15% 0.15% 824 0 0.0% Q2 2026 Jul 20, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 12,270 1,183 0.64% 0.64% 825 0 0.0% Q2 2026 Aug 13, 2026
Beaird Harris Wealth Management, LLC History No change 12,250 1,181 0.07% 0.07% 826 0 0.0% Q2 2026 Jul 08, 2026
S.A. Mason LLC History No change 12,200 1,176 0.36% 0.36% 827 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 12,141 1,170 0.07% 0.07% 828 0 0.0% Q2 2026 Aug 10, 2026
Wealth Dimensions Group, Ltd. History No change 12,137 1,170 0.21% 0.21% 829 0 0.0% Q2 2026 Jul 22, 2026
WASHINGTON TRUST Co History No change 12,066 1,163 0.04% 0.04% 830 0 0.0% Q2 2026 Aug 03, 2026
CURIO WEALTH, LLC History No change 11,923 1,149 0.36% 0.36% 831 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 11,886 1,146 0.08% 0.08% 832 0 0.0% Q2 2026 Sep 04, 2026
Main Street Financial Solutions, LLC History No change 11,894 1,146 0.07% 0.07% 833 0 0.0% Q2 2026 Aug 07, 2026
Telos Capital Management, Inc. History No change 11,871 1,144 0.1% 0.1% 834 0 0.0% Q2 2026 Jul 22, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 12,739 1,141 0.74% 0.6% 835 +3,260 34.39% Q3 2026 Oct 07, 2026
CVA Family Office, LLC History No change 11,800 1,137 0.1% 0.1% 836 0 0.0% Q2 2026 Aug 07, 2026
Nordwand Advisors, LLC History No change 11,793 1,137 0.17% 0.17% 837 0 0.0% Q2 2026 Aug 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 11,777 1,135 0.02% 0.02% 838 0 0.0% Q2 2026 Aug 14, 2026
General Partner, Inc. History No change 12,632 1,132 0.61% 0.66% 839 0 0.0% Q3 2026 Oct 05, 2026
Curran Financial Partners, LLC History No change 11,710 1,129 0.17% 0.17% 840 0 0.0% Q2 2026 Aug 12, 2026
O'ROURKE & COMPANY, Inc History No change 11,717 1,129 0.39% 0.39% 841 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 11,698 1,128 0.13% 0.13% 842 0 0.0% Q2 2026 Jul 24, 2026
Madden Advisory Services, Inc. History No change 11,696 1,127 0.4% 0.4% 843 0 0.0% Q2 2026 Aug 04, 2026
SeaCrest Wealth Management, LLC History No change 11,689 1,127 0.12% 0.12% 844 0 0.0% Q2 2026 Jul 09, 2026
Stokes Family Office, LLC History No change 11,692 1,127 0.13% 0.13% 845 0 0.0% Q2 2026 Aug 11, 2026
Causey Wealth LLC History No change 11,682 1,126 0.44% 0.44% 846 0 0.0% Q2 2026 Aug 11, 2026
Schneider Downs Wealth Management Advisors, LP History No change 11,657 1,124 0.11% 0.11% 847 0 0.0% Q2 2026 Aug 05, 2026
Winthrop Partners - WNY, LLC History No change 11,616 1,120 0.55% 0.55% 848 0 0.0% Q2 2026 Jul 15, 2026
Windsor Capital Management, LLC History No change 11,573 1,116 0.29% 0.29% 849 0 0.0% Q2 2026 Jul 08, 2026
DBK Financial Counsel, LLC History No change 11,559 1,114 0.93% 0.93% 850 0 0.0% Q2 2026 Jul 21, 2026
Robinson Value Management, Ltd. History No change 11,511 1,110 0.59% 0.59% 851 0 0.0% Q2 2026 Aug 10, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 11,508 1,109 0.48% 0.48% 852 0 0.0% Q2 2026 Jul 22, 2026
MASECO LLP History No change 11,450 1,104 0.03% 0.03% 853 0 0.0% Q2 2026 Aug 05, 2026
Sargent Investment Group, LLC History No change 11,440 1,103 0.13% 0.13% 854 0 0.0% Q2 2026 Aug 11, 2026
Brio Consultants, LLC History No change 11,438 1,102 0.13% 0.13% 855 0 0.0% Q2 2026 Aug 12, 2026
Ellis Investment Partners, LLC History No change 11,387 1,098 0.17% 0.17% 856 0 0.0% Q2 2026 Aug 05, 2026
Livet Wealth, LLC History No change 11,384 1,097 0.63% 0.63% 857 0 0.0% Q2 2026 Jul 28, 2026
L.K. Benson & Company, P.C. History No change 11,348 1,094 0.33% 0.33% 858 0 0.0% Q2 2026 Jul 24, 2026
Willis Johnson & Associates, Inc. History No change 11,281 1,087 0.06% 0.06% 859 0 0.0% Q2 2026 Aug 13, 2026
American Financial Advisors, LLC History No change 11,255 1,085 0.13% 0.13% 860 0 0.0% Q2 2026 Jul 14, 2026
American Trust History No change 11,237 1,083 0.08% 0.08% 861 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 11,239 1,083 0.07% 0.07% 862 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 11,209 1,080 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 06, 2026
DV Trading LLC History No change 11,193 1,079 0.04% 0.04% 864 0 0.0% Q2 2026 Aug 14, 2026
Martel Wealth Advisors LLC History No change 11,089 1,069 0.17% 0.17% 865 0 0.0% Q2 2026 Jul 13, 2026
Foster Group, Inc. History No change 11,014 1,062 0.03% 0.03% 866 0 0.0% Q2 2026 Jul 07, 2026
Crews Bank & Trust History No change 11,021 1,062 0.14% 0.14% 867 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 10,938 1,054 0.03% 0.03% 868 0 0.0% Q2 2026 Jul 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,927 1,053 0.01% 0.01% 869 0 0.0% Q2 2026 Aug 06, 2026
Andrews Advisory Associates, LLC History No change 10,928 1,053 0.51% 0.51% 870 0 0.0% Q2 2026 Jul 17, 2026
Koshinski Asset Management, Inc. History No change 8,281 1,049 0.06% 0.06% 871 0 0.0% Q2 2026 Jul 27, 2026
NESTEGG ADVISORS, INC. History No change 10,842 1,045 0.74% 0.74% 872 0 0.0% Q2 2026 Jul 14, 2026
Werba Rubin Papier Wealth Management History No change 10,656 1,027 0.12% 0.12% 873 0 0.0% Q2 2026 Jul 27, 2026
Invesco Ltd. History No change 10,568 1,019 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 14, 2026
Mission Financial Group, LLC History No change 10,537 1,016 0.84% 0.84% 875 0 0.0% Q2 2026 Aug 12, 2026
NICOLET BANKSHARES INC History No change 10,367 1,008 0.03% 0.03% 876 0 0.0% Q2 2026 Aug 11, 2026
Magnus Financial Group LLC History No change 10,462 1,008 0.07% 0.07% 877 0 0.0% Q2 2026 Jul 09, 2026
Bouchey Financial Group, Ltd. History No change 10,425 1,005 0.06% 0.06% 878 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 10,426 1,005 0.11% 0.11% 879 0 0.0% Q2 2026 Jul 13, 2026
NWF Advisory Services Inc. History No change 10,431 1,005 0.09% 0.09% 880 0 0.0% Q2 2026 Jul 29, 2026
Orcam Financial Group History No change 10,413 1,004 0.49% 0.49% 881 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 10,392 1,002 0.02% 0.02% 882 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 10,370 999 0.03% 0.03% 883 0 0.0% Q2 2026 Aug 10, 2026
Genesis Financial Group, LLC History No change 10,321 995 0.65% 0.65% 884 0 0.0% Q2 2026 Aug 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History No change 10,279 991 0.44% 0.44% 885 0 0.0% Q2 2026 Jul 28, 2026
Bank OZK History No change 10,256 989 0.29% 0.29% 886 0 0.0% Q2 2026 Aug 17, 2026
Mustard Seed Financial, LLC History No change 10,230 986 0.51% 0.51% 887 0 0.0% Q2 2026 Aug 05, 2026
Bragg Financial Advisors, Inc History No change 10,179 981 0.03% 0.03% 888 0 0.0% Q2 2026 Aug 12, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 10,134 977 0.08% 0.08% 889 0 0.0% Q2 2026 Jul 16, 2026
TUDOR INVESTMENT CORP ET AL History No change 10,092 973 0.0% 0.0% 890 0 0.0% Q2 2026 Aug 14, 2026
RTD Financial Advisors, Inc. History Reduced 10,843 971 0.11% 0.13% 891 -1,411 -11.51% Q3 2026 Oct 09, 2026
BBR PARTNERS, LLC History No change 10,053 969 0.05% 0.05% 892 0 0.0% Q2 2026 Aug 11, 2026
SlateStone Wealth, LLC History No change 10,052 969 0.07% 0.07% 893 0 0.0% Q2 2026 Jul 20, 2026
Sunpointe, LLC History No change 10,044 969 0.28% 0.28% 894 0 0.0% Q2 2026 Jul 24, 2026
Piedmont Capital Management, LLC History No change 9,934 965 0.49% 0.49% 895 0 0.0% Q2 2026 Aug 13, 2026
Newman Dignan & Sheerar, Inc. History No change 9,976 962 0.18% 0.18% 896 0 0.0% Q2 2026 Jul 14, 2026
Pallas Capital Advisors LLC History No change 9,984 962 0.03% 0.03% 897 0 0.0% Q2 2026 Aug 07, 2026
Baker Ellis Asset Management LLC History No change 9,957 960 0.1% 0.1% 898 0 0.0% Q2 2026 Jul 23, 2026
FSM Wealth Advisors, LLC History No change 9,909 955 0.1% 0.1% 899 0 0.0% Q2 2026 Jul 15, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 9,863 951 0.41% 0.41% 900 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History Added to 10,657 950 0.22% 0.25% 902 +426 4.16% Q3 2026 Oct 08, 2026
Capital Analysts, LLC History No change 9,850 950 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 05, 2026
Comprehensive Money Management Services LLC History No change 9,846 949 0.6% 0.6% 903 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 9,850 949 0.8% 0.8% 904 0 0.0% Q2 2026 Aug 03, 2026
Armbruster Capital Management, Inc. History No change 9,826 947 0.14% 0.14% 905 0 0.0% Q2 2026 Jul 16, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 9,794 944 0.67% 0.67% 906 0 0.0% Q2 2026 Aug 10, 2026
Reality Financial Planning Services, LLC History No change 9,781 943 0.91% 0.91% 907 0 0.0% Q2 2026 Aug 17, 2026
Chesapeake Wealth Management History No change 9,742 939 0.26% 0.26% 908 0 0.0% Q2 2026 Aug 13, 2026
Intellectus Partners, LLC History No change 9,725 937 0.16% 0.16% 909 0 0.0% Q2 2026 Aug 12, 2026
Mayflower Financial Advisors, LLC History No change 9,666 932 0.08% 0.08% 910 0 0.0% Q2 2026 Jul 09, 2026
Bedel Financial Consulting, Inc. History No change 9,640 929 0.09% 0.09% 911 0 0.0% Q2 2026 Jul 29, 2026
Curbstone Financial Management Corp History No change 9,614 927 0.16% 0.16% 912 0 0.0% Q2 2026 Jul 14, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 9,598 925 0.05% 0.05% 913 0 0.0% Q2 2026 Jul 27, 2026
MAYPORT, LLC History No change 9,588 924 0.14% 0.14% 914 0 0.0% Q2 2026 Aug 07, 2026
Great Hill Capital LLC History No change 9,584 924 0.02% 0.02% 915 0 0.0% Q2 2026 Jul 27, 2026
Ruedi Wealth Management, Inc. History No change 9,579 923 0.22% 0.22% 916 0 0.0% Q2 2026 Jul 29, 2026
Trust Co History Reduced 10,259 919 0.08% 0.09% 917 -219 -2.09% Q3 2026 Oct 09, 2026
Uptown Financial Advisors LLC History No change 9,499 916 0.6% 0.6% 918 0 0.0% Q2 2026 Jul 10, 2026
Bucket List Wealth Management, LLC History No change 9,480 914 0.45% 0.45% 919 0 0.0% Q2 2026 Jul 16, 2026
Powerhouse Assets LLC History No change 9,443 910 0.74% 0.74% 920 0 0.0% Q2 2026 Jul 23, 2026
Curi Capital, LLC History No change 9,359 902 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 9,352 901 0.02% 0.02% 922 0 0.0% Q2 2026 Jul 15, 2026
Westfuller Advisors, LLC History No change 9,339 900 0.33% 0.33% 923 0 0.0% Q2 2026 Jul 29, 2026
Allegiance Financial Group Advisory Services LLC History No change 9,304 897 0.16% 0.16% 924 0 0.0% Q2 2026 Jul 27, 2026
Wiser Advisor Group LLC History No change 9,301 896 0.98% 0.98% 925 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,280 894 0.01% 0.01% 926 0 0.0% Q2 2026 Aug 14, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 9,236 890 0.36% 0.36% 927 0 0.0% Q2 2026 Aug 12, 2026
Clark Asset Management, LLC History No change 9,231 890 0.07% 0.07% 928 0 0.0% Q2 2026 Jul 07, 2026
Strategic Blueprint, LLC History No change 9,227 889 0.04% 0.04% 929 0 0.0% Q2 2026 Jul 23, 2026
Facet Wealth, Inc. History No change 9,205 887 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 9,171 884 0.22% 0.22% 931 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Bancorp, Inc. History No change 9,160 883 0.23% 0.23% 932 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 9,137 881 0.01% 0.01% 933 0 0.0% Q2 2026 Jul 23, 2026
Quarry LP History No change 9,130 880 0.07% 0.07% 934 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History No change 9,120 879 0.12% 0.12% 935 0 0.0% Q2 2026 Jul 09, 2026
Raab & Moskowitz Asset Management LLC History No change 9,101 877 0.18% 0.18% 936 0 0.0% Q2 2026 Jul 28, 2026
CITY HOLDING CO History No change 9,024 870 0.1% 0.1% 937 0 0.0% Q2 2026 Jul 10, 2026
Gladstone Institutional Advisory LLC History No change 9,031 870 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 27, 2026
Avidian Wealth Enterprises, LLC History Added to 9,628 862 0.02% 0.02% 939 +972 11.23% Q3 2026 Oct 08, 2026
Florida Trust Wealth Management Co History No change 8,879 856 0.02% 0.02% 940 0 0.0% Q2 2026 Jul 27, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 8,825 850 0.11% 0.11% 941 0 0.0% Q2 2026 Jul 13, 2026
New Republic Capital, LLC History No change 8,812 849 0.2% 0.2% 942 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 8,788 847 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 8,761 844 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 8,756 844 0.07% 0.07% 945 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF VERMONT History No change 8,725 841 0.03% 0.03% 946 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 8,729 841 0.07% 0.07% 947 0 0.0% Q2 2026 Jul 28, 2026
MOTCO History No change 8,706 839 0.07% 0.07% 948 0 0.0% Q2 2026 Jul 31, 2026
CROBAN History No change 8,627 831 0.37% 0.37% 949 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 8,600 829 0.04% 0.04% 950 0 0.0% Q2 2026 Jul 10, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 8,595 828 0.19% 0.19% 951 0 0.0% Q2 2026 Jul 09, 2026
TPG Advisors LLC History No change 8,583 827 0.45% 0.45% 952 0 0.0% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 8,525 825 0.0% 0.0% 953 0 0.0% Q2 2026 Jul 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 8,535 822 0.47% 0.47% 954 0 0.0% Q2 2026 Aug 10, 2026
Outlook Wealth Advisors, LLC History No change 8,483 817 0.18% 0.18% 955 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 8,453 815 0.02% 0.02% 956 0 0.0% Q2 2026 Jul 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 8,443 814 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 10, 2026
Hirtle & Co., LLC History No change 8,429 812 0.03% 0.03% 958 0 0.0% Q2 2026 Aug 14, 2026
Daybright Advisory Services, Inc. History No change 8,199 811 0.19% 0.19% 959 0 0.0% Q2 2026 Aug 04, 2026
PFG Investments, LLC History No change 8,385 808 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 23, 2026
Worth Asset Management, LLC History Added to 8,965 803 0.23% 0.2% 961 +2,378 36.1% Q3 2026 Oct 07, 2026
BIP Wealth, LLC History No change 8,309 801 0.02% 0.02% 962 0 0.0% Q2 2026 Aug 03, 2026
United Community Bank History No change 8,313 801 0.25% 0.25% 963 0 0.0% Q2 2026 Aug 13, 2026
Fingerlakes Wealth Management, Inc. History No change 8,292 799 0.43% 0.43% 964 0 0.0% Q2 2026 Jul 23, 2026
Clifford Group, LLC History No change 8,254 795 0.55% 0.55% 965 0 0.0% Q2 2026 Aug 14, 2026
Talisman Wealth Advisors LLC History No change 9,212 793 0.59% 0.59% 966 0 0.0% Q2 2026 Aug 14, 2026
Mason Investment Advisory Services, Inc. History No change 8,194 790 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 13, 2026
Godshalk Welsh Capital Management, Inc. History No change 8,185 789 0.43% 0.43% 968 0 0.0% Q2 2026 Aug 14, 2026
STOCK YARDS BANK & TRUST CO History No change 8,176 788 0.02% 0.02% 969 0 0.0% Q2 2026 Aug 19, 2026
Hyundai Investments Co., Ltd. History No change 8,033 788 0.85% 0.85% 970 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 8,156 786 0.04% 0.04% 971 0 0.0% Q2 2026 Aug 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 8,147 785 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 8,128 783 0.1% 0.1% 973 0 0.0% Q2 2026 Jul 24, 2026
Centennial Bank/AR/ History No change 8,129 783 0.25% 0.25% 974 0 0.0% Q2 2026 Aug 10, 2026
Lantern Wealth Advisors, LLC History No change 8,119 782 0.36% 0.36% 975 0 0.0% Q2 2026 Jul 28, 2026
Hudock, Inc. History No change 8,073 778 0.1% 0.1% 976 0 0.0% Q2 2026 Jul 31, 2026
Canal Capital Management, LLC History No change 8,032 774 0.09% 0.09% 977 0 0.0% Q2 2026 Jul 28, 2026
FIRST FINANCIAL CORP /IN/ History No change 7,994 770 0.27% 0.27% 978 0 0.0% Q2 2026 Jul 07, 2026
Mission Creek Capital Partners, Inc. History No change 7,986 770 0.14% 0.14% 979 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 7,982 769 0.02% 0.02% 980 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History No change 7,946 766 0.04% 0.04% 981 0 0.0% Q2 2026 Aug 04, 2026
TCI Wealth Advisors, Inc. History No change 7,941 765 0.03% 0.03% 982 0 0.0% Q2 2026 Jul 29, 2026
Argyle Capital Partners, LLC History No change 7,939 765 0.48% 0.48% 983 0 0.0% Q2 2026 Aug 07, 2026
Carson Advisory Inc. History No change 7,871 759 0.35% 0.35% 984 0 0.0% Q2 2026 Aug 11, 2026
HORAN Wealth, LLC History No change 7,869 758 0.09% 0.09% 985 0 0.0% Q2 2026 Aug 26, 2026
MATHER GROUP, LLC. History No change 7,846 756 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 27, 2026
Moisand Fitzgerald Tamayo, LLC History No change 7,841 756 0.07% 0.07% 987 0 0.0% Q2 2026 Jul 13, 2026
Diesslin Group, Inc. History No change 7,769 749 0.29% 0.29% 988 0 0.0% Q2 2026 Jul 02, 2026
MYECFO, LLC History No change 7,697 742 0.28% 0.28% 989 0 0.0% Q2 2026 Aug 10, 2026
Cardinal Point Capital Management ULC History No change 7,670 739 0.04% 0.04% 990 0 0.0% Q2 2026 Jul 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 7,656 738 0.02% 0.02% 991 0 0.0% Q2 2026 Aug 20, 2026
Ellevest, Inc. History No change 8,844 738 0.09% 0.09% 992 0 0.0% Q2 2026 Aug 10, 2026
First Bancorp, Inc /ME/ History No change 7,643 737 0.29% 0.29% 993 0 0.0% Q2 2026 Aug 11, 2026
Timbuktu Capital Management, LLC History No change 7,629 735 1.11% 1.11% 994 0 0.0% Q2 2026 Aug 13, 2026
Bryant Woods Investment Advisors, LLC History No change 7,620 734 0.2% 0.2% 995 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Family Advisors, LLC History No change 7,587 731 0.31% 0.31% 996 0 0.0% Q2 2026 Aug 14, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 7,578 730 0.09% 0.09% 997 0 0.0% Q2 2026 Jul 27, 2026
DUNCKER STREETT & CO INC History No change 7,570 729 0.12% 0.12% 998 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 7,565 729 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 7,552 728 0.04% 0.04% 1000 0 0.0% Q2 2026 Aug 10, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 7,558 728 0.34% 0.34% 1001 0 0.0% Q2 2026 Aug 10, 2026
Farmers National Bank History No change 7,547 727 0.15% 0.15% 1002 0 0.0% Q2 2026 Aug 11, 2026
McLean Asset Management Corp History No change 7,325 724 0.1% 0.1% 1003 0 0.0% Q2 2026 Aug 12, 2026
Farrell Financial LLC History No change 7,517 724 0.39% 0.39% 1004 0 0.0% Q2 2026 Jul 10, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 7,457 719 0.05% 0.05% 1005 0 0.0% Q2 2026 Aug 03, 2026
Fifth Third Wealth Advisors LLC History No change 7,448 718 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 17, 2026
Headlands Technologies LLC History No change 7,429 716 0.08% 0.08% 1007 0 0.0% Q2 2026 Aug 12, 2026
City Center Advisors, LLC History Added to 7,980 715 0.55% 0.6% 1008 +306 3.99% Q3 2026 Oct 07, 2026
CHILTON INVESTMENT CO INC. History No change 7,409 714 0.02% 0.02% 1009 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 7,366 710 0.06% 0.06% 1010 0 0.0% Q2 2026 Aug 03, 2026
Legacy Capital Wealth Partners, LLC History No change 7,360 709 0.14% 0.14% 1011 0 0.0% Q2 2026 Aug 12, 2026
Loudon Investment Management, LLC History No change 7,345 708 0.35% 0.35% 1012 0 0.0% Q2 2026 Aug 14, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 7,323 706 0.29% 0.29% 1013 0 0.0% Q2 2026 Sep 18, 2026
Quad-Cities Investment Group, LLC History No change 7,330 706 0.25% 0.25% 1014 0 0.0% Q2 2026 Jul 07, 2026
NerdWallet Wealth Partners, LLC History No change 7,287 702 0.24% 0.24% 1015 0 0.0% Q2 2026 Jul 07, 2026
KOM Wealth Management Group, LLC History No change 7,195 693 0.42% 0.42% 1016 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 7,170 691 0.02% 0.02% 1017 0 0.0% Q2 2026 Jul 15, 2026
Benchmark Investment Advisors LLC History No change 7,152 689 0.3% 0.3% 1018 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 7,136 688 0.04% 0.04% 1019 0 0.0% Q2 2026 Aug 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 7,139 688 0.03% 0.03% 1020 0 0.0% Q2 2026 Jul 20, 2026
IMC-Chicago, LLC History No change 7,104 685 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 06, 2026
Stash Investments, LLC History No change 7,108 685 0.22% 0.22% 1022 0 0.0% Q2 2026 Jul 29, 2026
BLB&B Advisors, LLC History No change 7,062 680 0.02% 0.02% 1023 0 0.0% Q2 2026 Aug 05, 2026
Apollon Financial, LLC History No change 7,041 678 0.08% 0.08% 1024 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 7,034 678 0.02% 0.02% 1025 0 0.0% Q2 2026 Aug 11, 2026
Advisors Capital Management, LLC History No change 6,996 674 0.01% 0.01% 1026 0 0.0% Q2 2026 Aug 11, 2026
VIAWEALTH, LLC History No change 6,950 670 0.34% 0.34% 1027 0 0.0% Q2 2026 Aug 11, 2026
Jacobs Equity LLC History No change 6,947 669 0.46% 0.46% 1028 0 0.0% Q2 2026 Aug 14, 2026
Optimist Retirement Group LLC History No change 6,920 667 0.26% 0.26% 1029 0 0.0% Q2 2026 Aug 10, 2026
Gibraltar Capital Management, Inc. History No change 6,910 666 0.1% 0.1% 1030 0 0.0% Q2 2026 Jul 20, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,881 663 0.02% 0.02% 1031 0 0.0% Q2 2026 Jul 14, 2026
First National Bank of Hutchinson History No change 6,840 659 0.36% 0.36% 1032 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6,794 657 0.04% 0.04% 1033 0 0.0% Q2 2026 Jul 22, 2026
NorthLanding Financial Partners, LLC History No change 6,783 654 0.45% 0.45% 1034 0 0.0% Q2 2026 Jul 23, 2026
CERTUITY, LLC History No change 6,783 654 0.03% 0.03% 1035 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 7,295 653 0.18% 0.2% 1037 +298 4.26% Q3 2026 Oct 07, 2026
Allen Investment Management, LLC History No change 6,781 653 0.01% 0.01% 1036 0 0.0% Q2 2026 Aug 05, 2026
Community Bank, N.A. History No change 6,752 651 0.07% 0.07% 1038 0 0.0% Q2 2026 Aug 13, 2026
Oak Wealth Advisors LLC History No change 6,756 651 0.31% 0.31% 1039 0 0.0% Q2 2026 Jul 22, 2026
Troutman Wealth Management, LLC History No change 6,754 651 0.5% 0.5% 1040 0 0.0% Q2 2026 Aug 13, 2026
Del-Sette Capital Management, LLC History No change 6,745 650 0.38% 0.38% 1041 0 0.0% Q2 2026 Jul 30, 2026
Bill Few Associates, Inc. History Added to 7,247 649 0.13% 0.08% 1042 +3,170 77.75% Q3 2026 Oct 09, 2026
Sage Investment Counsel LLC History No change 6,723 648 0.65% 0.65% 1043 0 0.0% Q2 2026 Jul 22, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 6,714 647 0.04% 0.04% 1044 0 0.0% Q2 2026 Aug 05, 2026
GREENLEAF TRUST History No change 6,702 646 0.01% 0.01% 1045 0 0.0% Q2 2026 Jul 21, 2026
Fisher Asset Management, LLC History No change 6,679 644 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 04, 2026
INVESTED ADVISORS History No change 6,683 644 0.57% 0.57% 1047 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 6,602 636 0.09% 0.09% 1048 0 0.0% Q2 2026 Aug 07, 2026
CENTRAL BANK & TRUST CO History Reduced 7,068 633 0.09% 0.1% 1049 -142 -1.97% Q3 2026 Oct 09, 2026
TABR Capital Management, LLC History No change 6,575 633 0.54% 0.54% 1050 0 0.0% Q2 2026 Jul 24, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 6,550 631 0.24% 0.24% 1051 0 0.0% Q2 2026 Aug 03, 2026
Mechanics Bank Trust Department History No change 6,489 625 0.08% 0.08% 1052 0 0.0% Q2 2026 Jul 07, 2026
Summit Wealth Partners, LLC History No change 6,478 624 0.09% 0.09% 1053 0 0.0% Q2 2026 Aug 03, 2026
Fidato Wealth LLC History No change 6,450 621 0.36% 0.36% 1054 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD SECURITIES, INC. History No change 6,398 616 0.04% 0.04% 1055 0 0.0% Q2 2026 Jul 15, 2026
Cladis Investment Advisory, LLC History No change 6,390 616 0.29% 0.29% 1056 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 6,375 614 0.04% 0.04% 1057 0 0.0% Q2 2026 Aug 12, 2026
Valley Financial Group, Inc. History No change 6,342 611 0.3% 0.3% 1058 0 0.0% Q2 2026 Aug 14, 2026
Leeward Financial Partners, LLC History No change 6,297 607 0.16% 0.16% 1059 0 0.0% Q2 2026 Aug 06, 2026
Piscataqua Savings Bank History No change 6,291 606 0.41% 0.41% 1060 0 0.0% Q2 2026 Jul 09, 2026
Asset Allocation Strategies LLC History No change 6,257 603 0.09% 0.09% 1061 0 0.0% Q2 2026 Aug 17, 2026
Badgley Phelps Wealth Managers, LLC History No change 6,230 600 0.01% 0.01% 1062 0 0.0% Q2 2026 Jul 31, 2026
YHB Investment Advisors, Inc. History Added to 6,686 599 0.04% 0.04% 1063 +50 0.75% Q3 2026 Oct 08, 2026
Portland Financial Advisors Inc History No change 6,221 599 1.09% 1.09% 1064 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 6,190 596 0.11% 0.11% 1065 0 0.0% Q2 2026 Jul 15, 2026
NCM Capital Management, LLC History No change 6,172 595 0.18% 0.18% 1066 0 0.0% Q2 2026 Aug 14, 2026
ARROW FINANCIAL CORP History No change 6,164 594 0.05% 0.05% 1067 0 0.0% Q2 2026 Jul 31, 2026
LIBRA WEALTH LLC History No change 6,165 594 0.15% 0.15% 1068 0 0.0% Q2 2026 Aug 06, 2026
Summit Global Investments History No change 6,151 593 0.03% 0.03% 1069 0 0.0% Q2 2026 Aug 03, 2026
KG Capital Management History No change 6,056 584 0.35% 0.35% 1070 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 6,056 583 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,037 582 0.01% 0.01% 1072 0 0.0% Q2 2026 Jul 17, 2026
BFSG, LLC History No change 5,971 575 0.05% 0.05% 1073 0 0.0% Q2 2026 Jul 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 5,955 574 0.06% 0.06% 1074 0 0.0% Q2 2026 Jul 28, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 5,902 569 0.01% 0.01% 1075 0 0.0% Q2 2026 Aug 07, 2026
XY Planning Network, Inc. History No change 5,884 567 0.07% 0.07% 1076 0 0.0% Q2 2026 Jul 14, 2026
Greenwich Wealth Management LLC History No change 5,858 565 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 12, 2026
Bluesphere Advisors LLC History No change 5,849 563 0.17% 0.17% 1078 0 0.0% Q2 2026 Jul 30, 2026
Trek Financial, LLC History No change 5,813 560 0.03% 0.03% 1079 0 0.0% Q2 2026 Aug 13, 2026
RIVERBRIDGE PARTNERS LLC History No change 5,791 558 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 13, 2026
DF DENT & CO INC History No change 5,777 557 0.01% 0.01% 1081 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 5,756 555 0.03% 0.03% 1082 0 0.0% Q2 2026 Aug 11, 2026
Cannon Financial Strategists, Inc. History No change 5,737 553 0.06% 0.06% 1083 0 0.0% Q2 2026 Aug 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,164 552 0.11% 0.06% 1084 +3,288 114.33% Q3 2026 Oct 05, 2026
Rehmann Capital Advisory Group History No change 5,699 549 0.03% 0.03% 1085 0 0.0% Q2 2026 Aug 20, 2026
VSM Wealth Advisory, LLC History No change 5,700 549 0.15% 0.15% 1086 0 0.0% Q2 2026 Jul 22, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,693 548 0.05% 0.05% 1087 0 0.0% Q2 2026 Jul 22, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 5,676 547 0.19% 0.19% 1088 0 0.0% Q2 2026 Jul 21, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,649 544 0.01% 0.01% 1089 0 0.0% Q2 2026 Jul 13, 2026
Bangor Savings Bank History Reduced 6,067 543 0.04% 0.05% 1090 -411 -6.34% Q3 2026 Oct 06, 2026
CJM Wealth Advisers, Ltd. History No change 5,619 541 0.14% 0.14% 1091 0 0.0% Q2 2026 Jul 17, 2026
INTEGRITY ALLIANCE, LLC. History No change 5,581 538 0.02% 0.02% 1092 0 0.0% Q2 2026 Jul 31, 2026
Arbor Wealth Advisors LLC History No change 6,000 537 0.33% 0.35% 1093 0 0.0% Q3 2026 Oct 09, 2026
Charles Schwab Trust Co History No change 5,567 536 0.03% 0.03% 1094 0 0.0% Q2 2026 Jul 10, 2026
Hilltop Holdings Inc. History No change 5,540 534 0.04% 0.04% 1095 0 0.0% Q2 2026 Aug 13, 2026
PETRA FINANCIAL ADVISORS INC History No change 5,538 534 0.25% 0.25% 1096 0 0.0% Q2 2026 Jul 24, 2026
COZAD ASSET MANAGEMENT INC History No change 5,535 533 0.03% 0.03% 1097 0 0.0% Q2 2026 Aug 14, 2026
Jordan Park Trust Co LLC History No change 5,517 532 0.37% 0.37% 1098 0 0.0% Q2 2026 Jul 27, 2026
First Western Trust Bank History No change 5,516 531 0.03% 0.03% 1099 0 0.0% Q2 2026 Jul 29, 2026
BlueSky Wealth Advisors, LLC History No change 5,503 530 0.06% 0.06% 1100 0 0.0% Q2 2026 Jul 28, 2026
Elevated Financial Group LLC History No change 5,497 530 0.15% 0.15% 1101 0 0.0% Q2 2026 Jul 22, 2026
Strategic Wealth Partners, Ltd. History No change 5,493 529 0.03% 0.03% 1102 0 0.0% Q2 2026 Aug 12, 2026
Opulen Financial Group LLC History No change 5,470 527 0.33% 0.33% 1103 0 0.0% Q2 2026 Jul 27, 2026
BENJAMIN EDWARDS INC History No change 5,429 523 0.0% 0.0% 1104 0 0.0% Q2 2026 Jul 24, 2026
Parkwoods Wealth Partners, LLC History No change 5,429 523 0.08% 0.08% 1105 0 0.0% Q2 2026 Jul 27, 2026
Saratoga Research & Investment Management History No change 5,414 522 0.03% 0.03% 1106 0 0.0% Q2 2026 Jul 23, 2026
Evercore Wealth Management, LLC History No change 5,396 520 0.01% 0.01% 1107 0 0.0% Q2 2026 Aug 14, 2026
Towerpoint Wealth, LLC History No change 5,389 519 0.18% 0.18% 1108 0 0.0% Q2 2026 Jul 09, 2026
WEALTH EFFECTS LLC History No change 5,383 519 0.14% 0.14% 1109 0 0.0% Q2 2026 Aug 06, 2026
Banco BTG Pactual S.A. History No change 5,375 518 0.04% 0.04% 1110 0 0.0% Q2 2026 Aug 07, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 5,364 517 0.8% 0.8% 1111 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 5,358 516 0.05% 0.05% 1112 0 0.0% Q2 2026 Aug 12, 2026
Smith Partners Wealth Management, LLC History No change 5,360 516 0.41% 0.41% 1113 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 5,343 515 0.03% 0.03% 1114 0 0.0% Q2 2026 Jul 31, 2026
Hunter Perkins Capital Management, LLC History No change 5,336 515 0.12% 0.12% 1115 0 0.0% Q2 2026 Jul 16, 2026
Knollwood Investment Advisory, LLC History No change 5,346 515 0.05% 0.05% 1116 0 0.0% Q2 2026 Aug 13, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 5,347 515 0.67% 0.67% 1117 0 0.0% Q2 2026 Aug 13, 2026
OPTIMA CAPITAL LLC History No change 5,289 510 0.2% 0.2% 1118 0 0.0% Q2 2026 Jul 24, 2026
Eagle Strategies LLC History No change 5,286 509 0.05% 0.05% 1119 0 0.0% Q2 2026 Jul 21, 2026
BARRETT & COMPANY, INC. History No change 5,274 508 0.14% 0.14% 1120 0 0.0% Q2 2026 Jul 24, 2026
ICONIQ Capital, LLC History No change 5,274 508 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 5,273 508 0.07% 0.07% 1122 0 0.0% Q2 2026 Jul 24, 2026
Boltwood Capital Management History No change 5,660 507 0.11% 0.12% 1123 0 0.0% Q3 2026 Oct 02, 2026
Strata Wealth Advisors, LLC History No change 5,254 506 0.12% 0.12% 1124 0 0.0% Q2 2026 Aug 05, 2026
Tactive Advisors, LLC History Added to 5,607 502 0.12% 0.13% 1125 +288 5.41% Q3 2026 Oct 08, 2026
Valeo Financial Advisors, LLC History Reduced 5,589 500 0.01% 0.01% 1126 -12 -0.21% Q3 2026 Oct 08, 2026
PW Nova Financial Services LLC History No change 5,188 500 0.11% 0.11% 1127 0 0.0% Q2 2026 Jul 29, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 5,162 497 0.23% 0.23% 1128 0 0.0% Q2 2026 Sep 18, 2026
Sage Investment Advisers LLC History No change 5,163 497 0.33% 0.33% 1129 0 0.0% Q2 2026 Jul 09, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 5,105 492 0.02% 0.02% 1130 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 5,098 491 0.27% 0.27% 1131 0 0.0% Q2 2026 Jul 16, 2026
Vickerman Investment Advisors, Inc. History No change 5,077 489 0.09% 0.09% 1132 0 0.0% Q2 2026 Aug 13, 2026
True North Advisors, LLC History No change 5,058 487 0.05% 0.05% 1133 0 0.0% Q2 2026 Jul 22, 2026
James J. Burns & Company, LLC History No change 5,055 487 0.05% 0.05% 1134 0 0.0% Q2 2026 Aug 06, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 5,056 487 0.17% 0.17% 1135 0 0.0% Q2 2026 Aug 03, 2026
Asset One Wealth Management LLC History No change 4,981 487 0.05% 0.05% 1136 0 0.0% Q2 2026 Aug 13, 2026
Opus Capital Group, LLC History No change 5,027 485 0.05% 0.05% 1137 0 0.0% Q2 2026 Jul 31, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 5,039 485 0.25% 0.25% 1138 0 0.0% Q2 2026 Jul 20, 2026
Edge Wealth Management LLC History No change 5,000 482 0.08% 0.08% 1139 0 0.0% Q2 2026 Jul 09, 2026
Mirae Asset Global Investments Co., Ltd. History No change 5,000 482 0.0% 0.0% 1140 0 0.0% Q2 2026 Jul 22, 2026
RiverGlades Family Offices LLC History No change 4,991 481 0.22% 0.22% 1141 0 0.0% Q2 2026 Aug 10, 2026
Brookwood Investment Group LLC History No change 4,992 481 0.05% 0.05% 1142 0 0.0% Q2 2026 Jul 23, 2026
E&G Advisors, LLC History No change 4,971 479 0.09% 0.09% 1143 0 0.0% Q2 2026 Jul 23, 2026
CPWA, LLC History No change 4,977 479 0.56% 0.56% 1144 0 0.0% Q2 2026 Jul 30, 2026
Covestor Ltd History No change 4,917 474 0.27% 0.27% 1145 0 0.0% Q2 2026 Aug 07, 2026
Heritage Trust Co History No change 4,904 472 0.04% 0.04% 1146 0 0.0% Q2 2026 Aug 06, 2026
Kearns & Associates LLC History Added to 5,251 471 0.22% 0.24% 1147 +6 0.11% Q3 2026 Oct 09, 2026
MainStreet Investment Advisors LLC History No change 4,870 469 0.06% 0.06% 1148 0 0.0% Q2 2026 Aug 12, 2026
Balefire, LLC History Added to 5,222 468 0.07% 0.07% 1149 +985 23.25% Q3 2026 Oct 09, 2026
MontVue Capital Management, Inc. History No change 4,860 468 0.27% 0.27% 1150 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF OKLAHOMA History No change 4,831 465 0.12% 0.12% 1151 0 0.0% Q2 2026 Jul 14, 2026
Fort Sheridan Advisors LLC History No change 4,826 465 0.05% 0.05% 1152 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 4,827 465 0.07% 0.07% 1153 0 0.0% Q2 2026 Aug 12, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 4,832 465 0.17% 0.17% 1154 0 0.0% Q2 2026 Aug 11, 2026
Northern Capital Management, Inc. History No change 4,788 461 0.2% 0.2% 1155 0 0.0% Q2 2026 Jul 23, 2026
Old Peak Finance LLC History No change 4,766 459 0.22% 0.22% 1156 0 0.0% Q2 2026 Aug 03, 2026
Auour Investments LLC History No change 4,733 456 0.13% 0.13% 1157 0 0.0% Q2 2026 Jul 21, 2026
Indiana Trust & Investment Management Co History No change 4,715 454 0.12% 0.12% 1158 0 0.0% Q2 2026 Jul 22, 2026
OARSMAN CAPITAL, INC. History No change 4,709 454 0.05% 0.05% 1159 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Network Inc. History No change 4,709 454 0.12% 0.12% 1160 0 0.0% Q2 2026 Jul 20, 2026
Vannoy Advisory Group, Inc. History No change 4,680 451 0.25% 0.25% 1161 0 0.0% Q2 2026 Jul 22, 2026
Sage Capital Management, LLC History No change 4,676 451 0.18% 0.18% 1162 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History Reduced 5,026 450 0.01% 0.01% 1164 -178 -3.42% Q3 2026 Oct 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 4,673 450 0.05% 0.05% 1163 0 0.0% Q2 2026 Jul 09, 2026
Heritage Family Offices, LLP History No change 4,656 448 0.17% 0.17% 1165 0 0.0% Q2 2026 Jul 29, 2026
Colter Lewis Investment Partners LLC History No change 4,649 448 0.2% 0.2% 1166 0 0.0% Q2 2026 Aug 14, 2026
Pacific Excel Wealth Advisors, Inc. History No change 4,656 448 0.17% 0.17% 1167 0 0.0% Q2 2026 Jul 06, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 4,649 448 0.4% 0.4% 1168 0 0.0% Q2 2026 Aug 05, 2026
Occidental Asset Management, LLC History No change 4,637 447 0.04% 0.04% 1169 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON TRUST CO History Added to 4,978 446 0.18% 0.18% 1170 +292 6.23% Q3 2026 Oct 09, 2026
Glen Eagle Advisors, LLC History No change 4,619 445 0.06% 0.06% 1171 0 0.0% Q2 2026 Aug 14, 2026
FIRST INTERSTATE BANK History No change 4,611 444 0.02% 0.02% 1172 0 0.0% Q2 2026 Jul 24, 2026
IHT Wealth Management, LLC History No change 4,613 444 0.01% 0.01% 1173 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Planning, Inc. History No change 4,942 442 0.11% 0.12% 1174 0 0.0% Q3 2026 Oct 08, 2026
Manske Wealth Management History No change 4,594 442 0.11% 0.11% 1175 0 0.0% Q2 2026 Aug 03, 2026
LOWE BROCKENBROUGH & CO INC History No change 4,575 441 0.02% 0.02% 1176 0 0.0% Q2 2026 Aug 03, 2026
Mechanics Financial Corp History No change 4,583 441 0.16% 0.16% 1177 0 0.0% Q2 2026 Aug 05, 2026
Burk Holdings LLC History No change 4,583 441 0.16% 0.16% 1178 0 0.0% Q2 2026 Aug 12, 2026
Woodside Wealth Management LLC History No change 4,566 440 0.31% 0.31% 1179 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 4,906 439 0.01% 0.01% 1180 -28 -0.57% Q3 2026 Oct 05, 2026
EverSource Wealth Advisors, LLC History No change 4,563 439 0.01% 0.01% 1181 0 0.0% Q2 2026 Jul 24, 2026
SigFig Wealth Management, LLC History Reduced 4,875 438 0.01% 0.01% 1182 -162 -3.22% Q3 2026 Oct 07, 2026
Boston Trust Walden Corp History No change 4,522 436 0.0% 0.0% 1183 0 0.0% Q2 2026 Jul 24, 2026
Berman McAleer LLC History No change 4,524 436 0.05% 0.05% 1184 0 0.0% Q2 2026 Jul 16, 2026
Invst, LLC History No change 4,512 435 0.04% 0.04% 1185 0 0.0% Q2 2026 Aug 14, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,500 433 0.15% 0.15% 1186 0 0.0% Q2 2026 Jul 21, 2026
HUB Investment Partners, LLC History No change 4,482 432 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 31, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 4,443 428 0.27% 0.27% 1188 0 0.0% Q2 2026 Aug 13, 2026
WJ Financial Advisors LLC History No change 4,412 425 0.31% 0.31% 1189 0 0.0% Q2 2026 Aug 13, 2026
GWN SECURITIES INC. History No change 4,397 424 0.07% 0.07% 1190 0 0.0% Q2 2026 Aug 05, 2026
Crusonia Wealth Advisors LLC History No change 4,406 424 0.07% 0.07% 1191 0 0.0% Q2 2026 Jul 30, 2026
AssuredPartners Investment Advisors, LLC History No change 4,396 423 0.04% 0.04% 1192 0 0.0% Q2 2026 Aug 10, 2026
Maridea Wealth Management LLC History No change 4,395 423 0.05% 0.05% 1193 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 4,396 423 0.08% 0.08% 1194 0 0.0% Q2 2026 Aug 14, 2026
Box Hill Private Wealth LLC History Reduced 4,699 421 0.31% 0.46% 1196 -1,253 -21.05% Q3 2026 Oct 05, 2026
Coppell Advisory Solutions LLC History No change 6,173 421 0.03% 0.03% 1195 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT MANAGEMENT History No change 4,356 420 0.13% 0.13% 1197 0 0.0% Q2 2026 Aug 12, 2026
Wick Capital Partners, LLC History No change 4,363 420 0.06% 0.06% 1198 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,341 418 0.02% 0.02% 1199 0 0.0% Q2 2026 Aug 05, 2026
Certified Advisory Corp History No change 4,341 418 0.03% 0.03% 1200 0 0.0% Q2 2026 Jul 16, 2026
POSTROCK PARTNERS LLC History No change 4,335 418 0.17% 0.17% 1201 0 0.0% Q2 2026 Jul 24, 2026
Fullerton Advisors, LLC History No change 4,338 418 0.39% 0.39% 1202 0 0.0% Q2 2026 Jul 27, 2026
IVC Wealth Advisors LLC History No change 4,322 416 0.16% 0.16% 1203 0 0.0% Q2 2026 Jul 14, 2026
Advantage Trust Co History No change 4,288 413 0.15% 0.15% 1204 0 0.0% Q2 2026 Jul 17, 2026
Goelzer Investment Management, Inc. History No change 4,276 412 0.02% 0.02% 1205 0 0.0% Q2 2026 Jul 14, 2026
Venture Visionary Partners LLC History Added to 4,596 411 0.01% 0.01% 1206 +53 1.17% Q3 2026 Oct 07, 2026
Advisory Alpha, LLC History No change 4,256 410 0.01% 0.01% 1207 0 0.0% Q2 2026 Aug 11, 2026
TOMPKINS FINANCIAL CORP History Added to 4,574 409 0.03% 0.03% 1208 +266 6.17% Q3 2026 Oct 05, 2026
Balanced Rock Investment Advisors LLC History No change 4,232 408 0.25% 0.25% 1209 0 0.0% Q2 2026 Aug 14, 2026
Financial Life Planners History No change 4,235 408 0.26% 0.26% 1210 0 0.0% Q2 2026 Jul 21, 2026
SteelPeak Wealth, LLC History No change 4,210 406 0.01% 0.01% 1211 0 0.0% Q2 2026 Jul 13, 2026
Integrity Investment Advisors, LLC History No change 4,215 406 0.18% 0.18% 1212 0 0.0% Q2 2026 Jul 21, 2026
GeoWealth Management, LLC History No change 4,194 404 0.01% 0.01% 1213 0 0.0% Q2 2026 Jul 30, 2026
Equity Wealth Partners, LLC History No change 4,196 404 0.15% 0.15% 1214 0 0.0% Q2 2026 Jul 27, 2026
Ballast, Inc. History No change 4,185 403 0.08% 0.08% 1215 0 0.0% Q2 2026 Jul 10, 2026
Aegis Wealth Management LLC History No change 4,176 402 0.19% 0.19% 1216 0 0.0% Q2 2026 Aug 07, 2026
Berkeley Capital Partners, LLC History No change 4,159 401 0.08% 0.08% 1217 0 0.0% Q2 2026 Aug 06, 2026
Future Financial Wealth Managment LLC History No change 4,068 401 0.25% 0.25% 1218 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Select Advisors, LLC History No change 4,166 401 0.17% 0.17% 1219 0 0.0% Q2 2026 Aug 05, 2026
Traynor Capital Management, Inc. History No change 4,153 400 0.02% 0.02% 1220 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 4,148 400 0.12% 0.12% 1221 0 0.0% Q2 2026 Jul 30, 2026
Northwest Bancshares, Inc. History No change 4,141 399 0.07% 0.07% 1222 0 0.0% Q2 2026 Aug 14, 2026
Synergy Financial Group, LTD History No change 4,145 399 0.29% 0.29% 1223 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL TRUST CO History No change 4,130 398 0.01% 0.01% 1224 0 0.0% Q2 2026 Jul 30, 2026
Antonelli Financial Advisors, LLC History No change 4,110 396 0.27% 0.27% 1225 0 0.0% Q2 2026 Jul 14, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 4,102 395 0.15% 0.15% 1226 0 0.0% Q2 2026 Aug 13, 2026
ROI Financial Advisors, LLC History No change 4,102 395 0.2% 0.2% 1227 0 0.0% Q2 2026 Aug 14, 2026
ASHTON THOMAS SECURITIES, LLC History No change 4,092 394 0.06% 0.06% 1228 0 0.0% Q2 2026 Jul 27, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,088 394 0.01% 0.01% 1229 0 0.0% Q2 2026 Aug 10, 2026
RS CRUM INC. History No change 4,095 394 0.07% 0.07% 1230 0 0.0% Q2 2026 Aug 10, 2026
Beckerman Institutional, LLC History No change 4,089 394 0.19% 0.19% 1231 0 0.0% Q2 2026 Aug 11, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,073 392 0.08% 0.08% 1232 0 0.0% Q2 2026 Jul 22, 2026
LAM GROUP, INC. History No change 4,070 392 0.19% 0.19% 1233 0 0.0% Q2 2026 Jul 10, 2026
CHATHAM CAPITAL GROUP, INC. History No change 4,050 390 0.05% 0.05% 1234 0 0.0% Q2 2026 Jul 10, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 4,336 389 0.05% 0.05% 1235 0 0.0% Q3 2026 Oct 08, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 4,044 389 0.05% 0.05% 1236 0 0.0% Q2 2026 Aug 13, 2026
Essex LLC History No change 4,037 389 0.06% 0.06% 1237 0 0.0% Q2 2026 Jul 24, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,024 388 0.06% 0.06% 1238 0 0.0% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History No change 4,029 388 0.05% 0.05% 1239 0 0.0% Q2 2026 Jul 10, 2026
SkyOak Wealth, LLC History No change 4,009 386 0.06% 0.06% 1240 0 0.0% Q2 2026 Jul 30, 2026
Wilson & Boucher Capital Management, LLC History No change 4,000 385 0.23% 0.23% 1241 0 0.0% Q2 2026 Aug 18, 2026
MONEY CONCEPTS CAPITAL CORP History No change 3,986 384 0.02% 0.02% 1242 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 3,990 384 0.03% 0.03% 1243 0 0.0% Q2 2026 Aug 06, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 3,978 383 0.03% 0.03% 1244 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 4,017 382 0.1% 0.1% 1245 0 0.0% Q2 2026 Jul 24, 2026
SVB WEALTH LLC History No change 3,943 380 0.02% 0.02% 1246 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 3,867 379 0.01% 0.01% 1247 0 0.0% Q2 2026 Aug 12, 2026
Vilga Financial Planning LLC History Added to 4,223 378 0.23% 0.28% 1248 +330 8.48% Q3 2026 Oct 08, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 3,910 377 0.01% 0.01% 1249 0 0.0% Q2 2026 Aug 05, 2026
Red Mountain Financial, LLC History No change 3,907 376 0.32% 0.32% 1250 0 0.0% Q2 2026 Jul 21, 2026
McAdam, LLC History No change 3,876 373 0.01% 0.01% 1251 0 0.0% Q2 2026 Aug 04, 2026
Seascape Capital Management History No change 3,862 372 0.09% 0.09% 1252 0 0.0% Q2 2026 Jul 21, 2026
Claro Advisors Inc. History No change 3,859 372 0.04% 0.04% 1253 0 0.0% Q2 2026 Jul 30, 2026
Strategic Financial Planning, Inc. History No change 3,866 372 0.19% 0.19% 1254 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 3,840 370 0.02% 0.02% 1255 0 0.0% Q2 2026 Aug 10, 2026
Perkins Coie Trust Co History No change 3,839 370 0.06% 0.06% 1256 0 0.0% Q2 2026 Jul 09, 2026
Wilmington Savings Fund Society, FSB History No change 3,835 369 0.01% 0.01% 1257 0 0.0% Q2 2026 Jul 28, 2026
Canandaigua National Trust Co of Florida History New 4,114 368 0.2% — 1259 +4,114 New Q3 2026 Oct 07, 2026
ALTFEST L J & CO INC History No change 3,819 368 0.04% 0.04% 1258 0 0.0% Q2 2026 Jul 30, 2026
Rockingstone Advisors LLC History No change 3,804 366 0.15% 0.15% 1260 0 0.0% Q2 2026 Jul 13, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,799 366 0.12% 0.12% 1261 0 0.0% Q2 2026 Aug 13, 2026
Wellington Shields Capital Management, LLC History No change 3,767 363 0.05% 0.05% 1262 0 0.0% Q2 2026 Aug 10, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 3,756 362 0.05% 0.05% 1263 0 0.0% Q2 2026 Jul 20, 2026
Calamos Wealth Management LLC History No change 3,752 361 0.01% 0.01% 1264 0 0.0% Q2 2026 Jul 31, 2026
Annex Advisory Services, LLC History No change 3,742 360 0.01% 0.01% 1265 0 0.0% Q2 2026 Jul 10, 2026
HCR Wealth Advisors History No change 3,707 357 0.03% 0.03% 1266 0 0.0% Q2 2026 Jul 13, 2026
Base Wealth Management LLC History No change 3,706 357 0.17% 0.17% 1267 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 3,665 353 0.01% 0.01% 1268 0 0.0% Q2 2026 Aug 12, 2026
Busey Bank History No change 3,666 353 0.01% 0.01% 1269 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,649 351 0.0% 0.0% 1270 0 0.0% Q2 2026 Aug 14, 2026
Slagle Financial, LLC History No change 3,635 350 0.1% 0.1% 1271 0 0.0% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History No change 3,621 349 0.0% 0.0% 1272 0 0.0% Q2 2026 Jul 23, 2026
McClarren Financial Advisors, Inc. History No change 3,624 349 0.18% 0.18% 1273 0 0.0% Q2 2026 Jul 17, 2026
S Harris Financial Group, LLC History No change 3,628 349 0.27% 0.27% 1274 0 0.0% Q2 2026 Jul 24, 2026
ProVise Management Group, LLC History No change 3,619 348 0.02% 0.02% 1275 0 0.0% Q2 2026 Aug 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,599 347 0.05% 0.05% 1276 0 0.0% Q2 2026 Aug 10, 2026
Fairman Group, LLC History No change 3,601 347 0.27% 0.27% 1277 0 0.0% Q2 2026 Aug 04, 2026
Blossom Wealth Management History No change 3,596 346 0.49% 0.49% 1278 0 0.0% Q2 2026 Jul 24, 2026
BAYBAN History No change 3,582 345 0.26% 0.26% 1279 0 0.0% Q2 2026 Jul 30, 2026
DAVIS R M INC History No change 3,568 344 0.01% 0.01% 1280 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Capital Partners, LLC History No change 3,561 343 0.14% 0.14% 1281 0 0.0% Q2 2026 Jul 09, 2026
Oath Planning, LLC History No change 3,567 343 0.25% 0.25% 1282 0 0.0% Q2 2026 Jul 24, 2026
TRB Wealth Management, LLC History No change 3,559 343 0.05% 0.05% 1283 0 0.0% Q2 2026 Aug 11, 2026
HM PAYSON & CO History No change 3,546 341 0.0% 0.0% 1284 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,534 340 0.04% 0.04% 1285 0 0.0% Q2 2026 Jul 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3,800 340 0.23% 0.25% 1286 0 0.0% Q3 2026 Oct 09, 2026
Vawter Financial, Ltd. History No change 3,501 337 0.13% 0.13% 1287 0 0.0% Q2 2026 Jul 24, 2026
Advyzon Investment Management, LLC History No change 3,501 337 0.02% 0.02% 1288 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 3,501 337 0.33% 0.33% 1289 0 0.0% Q2 2026 Jul 21, 2026
Key FInancial Inc History No change 3,492 336 0.06% 0.06% 1290 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Investment Counsel, LLC History No change 3,481 335 0.04% 0.04% 1291 0 0.0% Q2 2026 Aug 05, 2026
Linscomb Wealth, Inc. History No change 3,467 334 0.01% 0.01% 1292 0 0.0% Q2 2026 Jul 31, 2026
Parker Financial LLC History No change 3,469 334 0.12% 0.12% 1293 0 0.0% Q2 2026 Aug 03, 2026
LaSalle St. Investment Advisors, LLC History No change 3,471 334 0.04% 0.04% 1294 0 0.0% Q2 2026 Aug 11, 2026
Trivium Point Advisory, LLC History No change 3,453 333 0.03% 0.03% 1295 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 3,459 333 0.04% 0.04% 1296 0 0.0% Q2 2026 Aug 11, 2026
XML Financial, LLC History No change 3,449 332 0.02% 0.02% 1297 0 0.0% Q2 2026 Jul 24, 2026
Elevate Capital Advisors, LLC History No change 3,448 332 0.18% 0.18% 1298 0 0.0% Q2 2026 Jul 31, 2026
Gold Investment Management Ltd. History No change 3,452 332 0.09% 0.09% 1299 0 0.0% Q2 2026 Aug 05, 2026
Financial Insights, Inc. History No change 3,435 331 0.09% 0.09% 1300 0 0.0% Q2 2026 Aug 25, 2026
Landmark Wealth Management, LLC History No change 3,436 331 0.08% 0.08% 1301 0 0.0% Q2 2026 Aug 10, 2026
Financial Freedom, LLC History No change 3,439 331 0.15% 0.15% 1302 0 0.0% Q2 2026 Aug 05, 2026
Embree Financial Group History No change 3,404 328 0.03% 0.03% 1303 0 0.0% Q2 2026 Jul 15, 2026
Colony Family Offices, LLC History No change 3,387 326 0.07% 0.07% 1304 0 0.0% Q2 2026 Jul 20, 2026
Sharper & Granite LLC History No change 3,382 326 0.1% 0.1% 1305 0 0.0% Q2 2026 Jul 16, 2026
Kendall Capital Management History No change 3,370 324 0.05% 0.05% 1306 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 3,359 323 0.01% 0.01% 1307 0 0.0% Q2 2026 Aug 12, 2026
Atlanta Consulting Group Advisors, LLC History No change 3,340 322 0.05% 0.05% 1308 0 0.0% Q2 2026 Aug 14, 2026
HEADINVEST, LLC History No change 3,332 321 0.06% 0.06% 1309 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 3,335 321 0.01% 0.01% 1310 0 0.0% Q2 2026 Aug 03, 2026
Dogwood Wealth Management LLC History No change 3,330 321 0.13% 0.13% 1311 0 0.0% Q2 2026 Jul 06, 2026
CULLEN/FROST BANKERS, INC. History No change 3,325 320 0.0% 0.0% 1312 0 0.0% Q2 2026 Jul 27, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 3,324 320 0.01% 0.01% 1313 0 0.0% Q2 2026 Aug 05, 2026
Birchcreek Wealth Management, LLC History No change 3,319 320 0.12% 0.12% 1314 0 0.0% Q2 2026 Aug 06, 2026
Greykasell Wealth Strategies, Inc. History No change 3,319 320 0.12% 0.12% 1315 0 0.0% Q2 2026 Aug 11, 2026
21 West Wealth Management LLC History No change 3,322 320 0.27% 0.27% 1316 0 0.0% Q2 2026 Jul 13, 2026
Capital Square, LLC History No change 3,272 318 0.14% 0.14% 1317 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 3,290 317 0.0% 0.0% 1318 0 0.0% Q2 2026 Aug 12, 2026
Olde Wealth Management, LLC History No change 3,291 317 0.09% 0.09% 1319 0 0.0% Q2 2026 Aug 13, 2026
Asset Dedication, LLC History No change 3,276 315 0.02% 0.02% 1320 0 0.0% Q2 2026 Jul 30, 2026
PINNEY & SCOFIELD, INC. History No change 3,270 315 0.15% 0.15% 1321 0 0.0% Q2 2026 Aug 07, 2026
Clal Insurance Enterprises Holdings Ltd History No change 3,255 314 0.0% 0.0% 1322 0 0.0% Q2 2026 Aug 13, 2026
Peak Financial Management, Inc. History No change 3,258 314 0.07% 0.07% 1323 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Financial Group, LLC History No change 3,498 313 0.02% 0.03% 1324 0 0.0% Q3 2026 Oct 01, 2026
Strategic Financial Partners, Ltd. History No change 3,243 312 0.12% 0.12% 1325 0 0.0% Q2 2026 Aug 03, 2026
Harbour Capital Advisors, LLC History No change 3,200 311 0.06% 0.06% 1326 0 0.0% Q2 2026 Jul 15, 2026
Bank of Marin History No change 3,234 311 0.22% 0.22% 1327 0 0.0% Q2 2026 Aug 13, 2026
Affinity Capital Advisors, LLC History No change 3,203 311 0.04% 0.04% 1328 0 0.0% Q2 2026 Jul 08, 2026
Life Planning Partners, Inc History No change 3,226 311 0.23% 0.23% 1329 0 0.0% Q2 2026 Jul 21, 2026
Hoxton Planning & Management, LLC History No change 3,226 311 0.08% 0.08% 1330 0 0.0% Q2 2026 Jul 16, 2026
IFC Advisors LLC History No change 3,229 311 0.04% 0.04% 1331 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 3,093 310 0.03% 0.03% 1332 0 0.0% Q2 2026 Aug 04, 2026
M1 Capital Management LLC History No change 3,221 310 0.11% 0.11% 1333 0 0.0% Q2 2026 Aug 11, 2026
SJBENEN ADVISORY, LLC History No change 3,200 309 0.18% 0.18% 1334 0 0.0% Q2 2026 Aug 10, 2026
Select Asset Management & Trust History No change 3,197 308 0.09% 0.09% 1335 0 0.0% Q2 2026 Aug 11, 2026
Elite Financial, Inc. History No change 3,200 308 0.12% 0.12% 1336 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital Group History No change 3,193 307 0.03% 0.03% 1337 0 0.0% Q2 2026 Aug 05, 2026
Kathmere Capital Management, LLC History No change 3,180 306 0.02% 0.02% 1338 0 0.0% Q2 2026 Jul 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 3,165 305 0.03% 0.03% 1339 0 0.0% Q2 2026 Jul 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 3,166 305 0.09% 0.09% 1340 0 0.0% Q2 2026 Jul 29, 2026
Williams Jones Wealth Management, LLC. History No change 3,167 305 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 3,170 305 0.01% 0.01% 1342 0 0.0% Q2 2026 Aug 03, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 3,382 303 0.03% 0.03% 1344 -358 -9.57% Q3 2026 Oct 07, 2026
Avantax Planning Partners, Inc. History No change 3,145 303 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 28, 2026
Wealth Architects, LLC History No change 3,144 303 0.02% 0.02% 1345 0 0.0% Q2 2026 Jul 23, 2026
LYELL WEALTH MANAGEMENT, LP History No change 3,145 303 0.02% 0.02% 1346 0 0.0% Q2 2026 Aug 05, 2026
Gateway Wealth Partners, LLC History No change 3,150 303 0.02% 0.02% 1347 0 0.0% Q2 2026 Aug 04, 2026
COOPER/HAIMS ADVISORS, LLC History No change 3,136 302 0.13% 0.13% 1348 0 0.0% Q2 2026 Aug 14, 2026
Joseph P. Lucia & Associates, LLC History No change 3,141 302 0.09% 0.09% 1349 0 0.0% Q2 2026 Aug 07, 2026
Allegheny Financial Group History No change 3,125 301 0.03% 0.03% 1350 0 0.0% Q2 2026 Jul 22, 2026
SAGE RHINO CAPITAL LLC History No change 3,118 300 0.05% 0.05% 1351 0 0.0% Q2 2026 Aug 03, 2026
Performance Wealth Partners, LLC History No change 3,115 300 0.01% 0.01% 1352 0 0.0% Q2 2026 Aug 07, 2026
FIRST COMMUNITY TRUST NA History New 3,346 299 0.1% — 1355 +3,346 New Q3 2026 Oct 07, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 3,100 299 0.01% 0.01% 1353 0 0.0% Q2 2026 Jul 27, 2026
Castellan Group History No change 3,105 299 0.03% 0.03% 1354 0 0.0% Q2 2026 Jul 23, 2026
First Heartland Consultants, Inc. History Reduced 3,314 297 0.02% 0.02% 1357 -119 -3.47% Q3 2026 Oct 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,081 297 0.0% 0.0% 1356 0 0.0% Q2 2026 Aug 12, 2026
Oceanside Advisors LLC History No change 3,080 297 0.15% 0.15% 1358 0 0.0% Q2 2026 Jul 27, 2026
Atwater Malick LLC History No change 3,075 296 0.06% 0.06% 1359 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Planning, Inc. History No change 3,304 296 0.07% 0.07% 1360 0 0.0% Q3 2026 Oct 08, 2026
Topel & Distasi Wealth Management, LLC History No change 3,076 296 0.14% 0.14% 1361 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 3,070 296 0.04% 0.04% 1362 0 0.0% Q2 2026 Sep 02, 2026
Morton Brown Family Wealth, LLC History No change 3,053 294 0.07% 0.07% 1363 0 0.0% Q2 2026 Jul 21, 2026
McNaughton Wealth Management, LLC History Reduced 3,263 292 0.1% 0.11% 1367 -44 -1.33% Q3 2026 Oct 08, 2026
McNamara Financial Services, Inc. History No change 3,032 292 0.05% 0.05% 1364 0 0.0% Q2 2026 Jul 22, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 3,037 292 0.05% 0.05% 1365 0 0.0% Q2 2026 Aug 07, 2026
Weaver Consulting Group History No change 3,265 292 0.06% 0.06% 1366 0 0.0% Q3 2026 Oct 07, 2026
PYA Waltman Capital, LLC History No change 3,024 291 0.07% 0.07% 1368 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 3,017 290 0.05% 0.05% 1369 0 0.0% Q2 2026 Jul 24, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 3,002 289 0.12% 0.12% 1370 0 0.0% Q2 2026 Aug 11, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 3,000 289 0.13% 0.13% 1371 0 0.0% Q2 2026 Jul 16, 2026
Banque Transatlantique SA History No change 3,000 289 0.01% 0.01% 1372 0 0.0% Q2 2026 Jul 30, 2026
MACQUARIE GROUP LTD History No change 2,989 288 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 14, 2026
Axis Wealth Partners, LLC History No change 2,992 288 0.14% 0.14% 1374 0 0.0% Q2 2026 Jul 28, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 2,984 287 0.14% 0.14% 1375 0 0.0% Q2 2026 Jul 21, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,970 286 0.03% 0.03% 1376 0 0.0% Q2 2026 Jul 21, 2026
Bensler, LLC History No change 2,971 286 0.03% 0.03% 1377 0 0.0% Q2 2026 Jul 23, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 2,964 285 0.07% 0.07% 1378 0 0.0% Q2 2026 Aug 12, 2026
Gemmer Asset Management LLC History No change 2,961 285 0.02% 0.02% 1379 0 0.0% Q2 2026 Jul 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,962 285 0.02% 0.02% 1380 0 0.0% Q2 2026 Aug 13, 2026
DecisionMap Wealth Management, LLC History No change 2,966 285 0.16% 0.16% 1381 0 0.0% Q2 2026 Jul 21, 2026
TENET WEALTH PARTNERS, LLC History No change 2,836 285 0.21% 0.21% 1382 0 0.0% Q2 2026 Aug 07, 2026
Avalon Trust Co History No change 2,950 284 0.02% 0.02% 1383 0 0.0% Q2 2026 Aug 06, 2026
Accurate Wealth Management, LLC History No change 2,917 283 0.03% 0.03% 1384 0 0.0% Q2 2026 Jul 14, 2026
D.B. Root & Company, LLC History No change 2,931 282 0.06% 0.06% 1385 0 0.0% Q2 2026 Aug 13, 2026
RDA Financial Network History No change 2,926 282 0.06% 0.06% 1386 0 0.0% Q2 2026 Jul 06, 2026
Global Trust Asset Management, LLC History No change 2,920 281 0.09% 0.09% 1387 0 0.0% Q2 2026 Aug 03, 2026
CASCADE INVESTMENT GROUP, INC. History No change 2,905 280 0.16% 0.16% 1388 0 0.0% Q2 2026 Jul 23, 2026
Winter & Associates, Inc. History No change 2,910 280 0.21% 0.21% 1389 0 0.0% Q2 2026 Jul 09, 2026
Hopwood Financial Services, Inc. History No change 2,895 279 0.16% 0.16% 1390 0 0.0% Q2 2026 Jul 22, 2026
Seneschal Advisors, LLC History No change 2,886 278 0.19% 0.19% 1391 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 2,882 277 0.0% 0.0% 1392 0 0.0% Q2 2026 Aug 11, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 2,863 276 0.06% 0.06% 1393 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 2,857 276 0.06% 0.06% 1394 0 0.0% Q2 2026 Jul 31, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 2,862 276 0.08% 0.08% 1395 0 0.0% Q2 2026 Aug 04, 2026
Oxbow Advisors, LLC History No change 2,862 275 0.02% 0.02% 1396 0 0.0% Q2 2026 Aug 07, 2026
Twelve Points Wealth Management LLC History No change 2,855 275 0.06% 0.06% 1397 0 0.0% Q2 2026 Aug 07, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 2,845 274 0.13% 0.13% 1398 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,092 274 0.03% 0.03% 1399 0 0.0% Q2 2026 Aug 05, 2026
Westmount Partners, LLC History No change 2,852 274 0.06% 0.06% 1400 0 0.0% Q2 2026 Jul 07, 2026
Capstone Wealth Management Group, Inc. History No change 2,843 274 0.17% 0.17% 1401 0 0.0% Q2 2026 Jul 27, 2026
Abacus Planning Group, Inc. History No change 2,841 273 0.03% 0.03% 1402 0 0.0% Q2 2026 Jul 20, 2026
TRED AVON FAMILY WEALTH, LLC History No change 2,837 273 0.08% 0.08% 1403 0 0.0% Q2 2026 Aug 10, 2026
FOCUSED ALPHA, LLC History No change 2,839 273 0.07% 0.07% 1404 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 2,822 272 0.02% 0.02% 1405 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 2,810 272 0.04% 0.04% 1406 0 0.0% Q2 2026 Jul 22, 2026
Resolute Advisors LLC History No change 2,815 271 0.06% 0.06% 1407 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 2,819 271 0.02% 0.02% 1408 0 0.0% Q2 2026 Aug 14, 2026
ADE, LLC History No change 2,815 271 0.11% 0.11% 1409 0 0.0% Q2 2026 Aug 04, 2026
PKS Advisory Services, LLC History No change 2,796 269 0.04% 0.04% 1410 0 0.0% Q2 2026 Aug 04, 2026
Ethic Inc. History No change 2,796 269 0.0% 0.0% 1411 0 0.0% Q2 2026 Jul 29, 2026
SwitchPoint Financial Planning, LLC History No change 2,792 269 0.16% 0.16% 1412 0 0.0% Q2 2026 Aug 14, 2026
Lincoln Capital LLC History No change 3,000 268 0.05% 0.05% 1413 0 0.0% Q3 2026 Oct 09, 2026
SC&H Financial Advisors, Inc. History No change 2,781 268 0.04% 0.04% 1414 0 0.0% Q2 2026 Aug 04, 2026
Sprinkle Financial Consultants LLC History Added to 2,986 267 0.1% 0.11% 1417 +24 0.81% Q3 2026 Oct 09, 2026
MorganRosel Wealth Management, LLC History No change 2,769 267 0.09% 0.09% 1415 0 0.0% Q2 2026 Aug 14, 2026
Sellwood Investment Partners LLC History No change 2,773 267 0.09% 0.09% 1416 0 0.0% Q2 2026 Jul 27, 2026
Heck Capital Advisors, LLC History No change 2,778 267 0.02% 0.02% 1418 0 0.0% Q2 2026 Jul 10, 2026
SWS Partners History No change 2,766 266 0.06% 0.06% 1419 0 0.0% Q2 2026 Aug 03, 2026
Texas Capital Bank Wealth Management Services Inc History No change 2,765 266 0.01% 0.01% 1420 0 0.0% Q2 2026 Aug 07, 2026
American State Bank (Iowa) History No change 2,760 266 0.11% 0.11% 1421 0 0.0% Q2 2026 Jul 09, 2026
ETF Store, Inc. History No change 2,748 265 0.22% 0.22% 1422 0 0.0% Q2 2026 Jul 29, 2026
DKM Wealth Management, Inc. History Reduced 2,945 263 0.17% 0.19% 1423 -75 -2.48% Q3 2026 Oct 09, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,718 262 0.04% 0.04% 1424 0 0.0% Q2 2026 Aug 12, 2026
TrustBank History No change 2,726 262 0.09% 0.09% 1425 0 0.0% Q2 2026 Jul 20, 2026
Haverford Trust Co History No change 2,710 261 0.0% 0.0% 1426 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Financial Group, Inc. History No change 2,711 261 0.04% 0.04% 1427 0 0.0% Q2 2026 Jul 24, 2026
FIRST HAWAIIAN BANK History No change 2,705 260 0.03% 0.03% 1428 0 0.0% Q2 2026 Jul 13, 2026
BALLAST ADVISORS LLC History No change 2,698 260 0.06% 0.06% 1429 0 0.0% Q2 2026 Aug 12, 2026
1015 Capital Partners, LLC History No change 2,697 260 0.22% 0.22% 1430 0 0.0% Q2 2026 Jul 21, 2026
CITIZENS & NORTHERN CORP History No change 2,683 258 0.06% 0.06% 1431 0 0.0% Q2 2026 Jul 17, 2026
Crestwood Advisors Group, LLC History No change 2,679 258 0.0% 0.0% 1432 0 0.0% Q2 2026 Aug 03, 2026
Alpine Global Management, LLC History No change 2,681 258 0.04% 0.04% 1433 0 0.0% Q2 2026 Aug 14, 2026
Columbia River Financial Group, LLC History No change 2,682 258 0.14% 0.14% 1434 0 0.0% Q2 2026 Aug 13, 2026
Anchor Bay Capital, Inc. History No change 2,667 258 0.14% 0.14% 1435 0 0.0% Q2 2026 Aug 11, 2026
Integrity Advisory Solutions, LLC History No change 2,655 256 0.03% 0.03% 1436 0 0.0% Q2 2026 Jul 31, 2026
Cadent Capital Advisors, LLC History Added to 2,840 254 0.05% 0.06% 1437 +7 0.25% Q3 2026 Oct 09, 2026
Procyon Advisors, LLC History No change 2,636 254 0.01% 0.01% 1438 0 0.0% Q2 2026 Jul 09, 2026
Scarborough Advisors, LLC History No change 2,585 254 0.03% 0.03% 1439 0 0.0% Q2 2026 Jul 21, 2026
Compass Financial Group, INC/SD History No change 2,637 254 0.03% 0.03% 1440 0 0.0% Q2 2026 Aug 04, 2026
Zinnia Wealth Advisory, LLC History No change 2,644 254 0.26% 0.26% 1441 0 0.0% Q2 2026 Jul 30, 2026
VESTOR CAPITAL, LLC History No change 833 252 0.02% 0.02% 1442 0 0.0% Q2 2026 Jul 28, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 2,601 250 0.0% 0.0% 1443 0 0.0% Q2 2026 Aug 12, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 2,594 250 0.13% 0.13% 1444 0 0.0% Q2 2026 Jul 24, 2026
AlphaCentric Advisors LLC History No change 2,583 249 0.21% 0.21% 1445 0 0.0% Q2 2026 Jul 24, 2026
Disciplina Capital Management LLC History No change 2,582 249 0.03% 0.03% 1446 0 0.0% Q2 2026 Aug 10, 2026
RCW Management, LLC History No change 2,586 249 0.22% 0.22% 1447 0 0.0% Q2 2026 Jul 21, 2026
Westwind Capital History Reduced 2,755 247 0.06% 0.65% 1449 -25,805 -90.35% Q3 2026 Oct 08, 2026
GERMAN AMERICAN BANCORP, INC. History No change 2,564 247 0.02% 0.02% 1448 0 0.0% Q2 2026 Aug 06, 2026
ENTREWEALTH, LLC History No change 2,525 247 0.09% 0.09% 1450 0 0.0% Q2 2026 Aug 13, 2026
Van Hulzen Asset Management, LLC History No change 2,560 246 0.02% 0.02% 1451 0 0.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History No change 2,554 246 0.02% 0.02% 1452 0 0.0% Q2 2026 Jul 08, 2026
BURLING WEALTH PARTNERS, LLC History No change 2,560 246 0.04% 0.04% 1453 0 0.0% Q2 2026 Aug 04, 2026
RBA Wealth Management, LLC History No change 2,544 245 0.09% 0.09% 1454 0 0.0% Q2 2026 Jul 23, 2026
Finward Bancorp History No change 2,532 244 0.19% 0.19% 1455 0 0.0% Q2 2026 Jul 16, 2026
LEE DANNER & BASS INC History No change 2,534 244 0.01% 0.01% 1456 0 0.0% Q2 2026 Jul 21, 2026
Smith & Howard Wealth Management, LLC History No change 2,537 244 0.05% 0.05% 1457 0 0.0% Q2 2026 Aug 03, 2026
Level Financial Advisors History No change 2,531 244 0.05% 0.05% 1458 0 0.0% Q2 2026 Jul 15, 2026
HORIZON BANCORP INC /IN/ History No change 2,519 243 0.11% 0.11% 1459 0 0.0% Q2 2026 Aug 04, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,530 243 0.08% 0.08% 1460 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 2,529 243 0.03% 0.03% 1461 0 0.0% Q2 2026 Jul 23, 2026
BARCLAYS PLC History No change 2,495 240 0.0% 0.0% 1462 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 2,499 240 0.01% 0.01% 1463 0 0.0% Q2 2026 Aug 04, 2026
Curtis Advisory Group, LLC History No change 2,487 239 0.05% 0.05% 1464 0 0.0% Q2 2026 Jul 29, 2026
Gilbert & Cook, Inc. History No change 2,480 239 0.03% 0.03% 1465 0 0.0% Q2 2026 Jul 28, 2026
Strengthening Families & Communities, LLC History No change 2,487 239 0.05% 0.05% 1466 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 2,488 239 0.0% 0.0% 1467 0 0.0% Q2 2026 Aug 14, 2026
Luminvest Wealth Management LLC History No change 2,488 239 0.06% 0.06% 1468 0 0.0% Q2 2026 Jul 29, 2026
Kingdom Financial Group LLC. History No change 2,474 238 0.06% 0.06% 1469 0 0.0% Q2 2026 Aug 07, 2026
Pekin Hardy Strauss, Inc. History No change 2,463 237 0.02% 0.02% 1470 0 0.0% Q2 2026 Jul 30, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,462 237 0.01% 0.01% 1471 0 0.0% Q2 2026 Aug 07, 2026
Patten Group, Inc. History No change 2,460 237 0.04% 0.04% 1472 0 0.0% Q2 2026 Aug 06, 2026
Orin Green Financial, LLC History No change 2,459 237 0.09% 0.09% 1473 0 0.0% Q2 2026 Jul 13, 2026
Bath Savings Trust Co History Added to 2,644 236 0.02% 0.03% 1474 +30 1.15% Q3 2026 Oct 07, 2026
TCP Asset Management, LLC History No change 2,453 236 0.03% 0.03% 1475 0 0.0% Q2 2026 Jul 15, 2026
Davis Capital Management History Reduced 2,623 235 0.14% 0.15% 1479 -13 -0.49% Q3 2026 Oct 08, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,445 235 0.12% 0.12% 1476 0 0.0% Q2 2026 Aug 12, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,438 235 0.01% 0.01% 1477 0 0.0% Q2 2026 Aug 18, 2026
Waterloo Capital, L.P. History No change 2,445 235 0.01% 0.01% 1478 0 0.0% Q2 2026 Jul 29, 2026
Onyx Bridge Wealth Group LLC History No change 2,428 234 0.02% 0.02% 1480 0 0.0% Q2 2026 Jul 23, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 2,428 234 0.13% 0.13% 1481 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,428 234 0.05% 0.05% 1482 0 0.0% Q2 2026 Jul 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,423 233 0.03% 0.03% 1483 0 0.0% Q2 2026 Jul 29, 2026
Navis Wealth Advisors, LLC History No change 2,425 233 0.09% 0.09% 1484 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 2,401 231 0.01% 0.01% 1485 0 0.0% Q2 2026 Aug 14, 2026
BlueStem Wealth Partners, LLC History No change 2,403 231 0.02% 0.02% 1486 0 0.0% Q2 2026 Aug 11, 2026
CGC Financial Services, LLC History No change 2,405 231 0.05% 0.05% 1487 0 0.0% Q2 2026 Jul 13, 2026
Oak Asset Management, LLC History No change 2,393 230 0.07% 0.07% 1488 0 0.0% Q2 2026 Jul 10, 2026
Paladin Advisory Group, LLC History No change 2,387 230 0.15% 0.15% 1489 0 0.0% Q2 2026 Jul 28, 2026
LM Advisors LLC History No change 2,389 230 0.03% 0.03% 1490 0 0.0% Q2 2026 Aug 12, 2026
Ledyard National Bank History No change 2,369 228 0.02% 0.02% 1491 0 0.0% Q2 2026 Jul 16, 2026
WorthPointe, LLC History No change 2,374 228 0.06% 0.06% 1492 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 2,344 226 0.01% 0.01% 1493 0 0.0% Q2 2026 Aug 03, 2026
Brickley Wealth Management History No change 2,352 226 0.03% 0.03% 1494 0 0.0% Q2 2026 Jul 13, 2026
Eagle Bluffs Wealth Management LLC History No change 2,348 226 0.08% 0.08% 1495 0 0.0% Q2 2026 Aug 06, 2026
Duncan Williams Asset Management, LLC History No change 2,335 225 0.05% 0.05% 1496 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 2,304 222 0.02% 0.02% 1497 0 0.0% Q2 2026 Jul 16, 2026
Members Trust Co History No change 2,307 222 0.01% 0.01% 1498 0 0.0% Q2 2026 Jul 31, 2026
Mine & Arao Wealth Creation & Management, LLC. History No change 2,309 222 0.08% 0.08% 1499 0 0.0% Q2 2026 Jul 23, 2026
Sensible Money, LLC History No change 2,304 222 0.06% 0.06% 1500 0 0.0% Q2 2026 Jul 30, 2026
Townsend Financial Planning, LLC History No change 2,312 222 0.19% 0.19% 1501 0 0.0% Q2 2026 Aug 06, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 2,300 221 0.01% 0.01% 1502 0 0.0% Q2 2026 Jul 15, 2026
HighPoint Advisor Group LLC History No change 2,286 220 0.01% 0.01% 1503 0 0.0% Q2 2026 Aug 05, 2026
Independent Advisor Alliance History No change 2,288 220 0.01% 0.01% 1504 0 0.0% Q2 2026 Aug 12, 2026
USA FINANCIAL FORMULAS History No change 2,265 218 0.04% 0.04% 1505 0 0.0% Q2 2026 Aug 04, 2026
Nicholas Hoffman & Company, LLC. History No change 2,262 218 0.0% 0.0% 1506 0 0.0% Q2 2026 Aug 04, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 2,264 218 0.1% 0.1% 1507 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Management LLC History No change 2,258 217 0.02% 0.02% 1508 0 0.0% Q2 2026 Aug 12, 2026
Prospera Capital Management, LLC History No change 2,232 217 0.07% 0.07% 1509 0 0.0% Q2 2026 Jul 27, 2026
Paulson Wealth Management Inc. History No change 2,250 216 0.05% 0.05% 1510 0 0.0% Q2 2026 Aug 04, 2026
OBSIDIAN CIO, LLC History No change 2,241 216 0.16% 0.16% 1511 0 0.0% Q2 2026 Aug 03, 2026
First Citizens Asset Management, Inc. History No change 2,245 216 0.07% 0.07% 1512 0 0.0% Q2 2026 Jul 17, 2026
Old Mission Investment Co LLC History No change 2,250 216 0.04% 0.04% 1513 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 2,219 213 0.01% 0.01% 1514 0 0.0% Q2 2026 Aug 04, 2026
Wood Tarver Financial Group, LLC History No change 2,218 213 0.05% 0.05% 1515 0 0.0% Q2 2026 Aug 13, 2026
ASL Financial, LLC History No change 2,216 213 0.15% 0.15% 1516 0 0.0% Q2 2026 Jul 21, 2026
Tempo Wealth, LLC History No change 2,218 213 0.03% 0.03% 1517 0 0.0% Q2 2026 Jul 27, 2026
MYCIO WEALTH PARTNERS, LLC History No change 2,200 212 0.04% 0.04% 1518 0 0.0% Q2 2026 Aug 12, 2026
Lauterbach Financial Advisors, LLC History No change 2,204 212 0.09% 0.09% 1519 0 0.0% Q2 2026 Jul 27, 2026
Drucker Wealth 3.0, LLC History No change 2,197 211 0.03% 0.03% 1520 0 0.0% Q2 2026 Jul 13, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,179 210 0.02% 0.02% 1521 0 0.0% Q2 2026 Jul 29, 2026
W.H. Cornerstone Investments Inc. History No change 2,186 210 0.12% 0.12% 1522 0 0.0% Q2 2026 Aug 07, 2026
Ironwood Financial, llc History No change 2,146 209 0.03% 0.03% 1523 0 0.0% Q2 2026 Jul 17, 2026
CBIZ Investment Advisory Services, LLC History No change 2,367 209 0.01% 0.01% 1524 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 2,166 208 0.02% 0.02% 1525 0 0.0% Q2 2026 Aug 14, 2026
Heartland Bank & Trust Co History No change 2,163 208 0.04% 0.04% 1526 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 2,160 208 0.07% 0.07% 1527 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 2,160 208 0.04% 0.04% 1528 0 0.0% Q2 2026 Jul 01, 2026
Carolina Wealth Management Inc History No change 2,160 208 0.1% 0.1% 1529 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Strategies, LLC History No change 2,149 207 0.03% 0.03% 1530 0 0.0% Q2 2026 Jul 21, 2026
Element Wealth, LLC History No change 2,152 207 0.08% 0.08% 1531 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 2,094 207 0.01% 0.01% 1532 0 0.0% Q2 2026 Aug 10, 2026
Dynamic Wealth Strategies, LLC History No change 2,143 206 0.11% 0.11% 1533 0 0.0% Q2 2026 Jul 23, 2026
WEALTHSPAN PARTNERS, LLC History No change 2,137 206 0.06% 0.06% 1534 0 0.0% Q2 2026 Aug 06, 2026
TOWER TRUST & INVESTMENT Co History No change 2,141 206 0.12% 0.12% 1535 0 0.0% Q2 2026 Jul 09, 2026
Approach Retirement Advisors, LLC History No change 2,137 206 0.15% 0.15% 1536 0 0.0% Q2 2026 Jul 15, 2026
3 FACTOR INDEXING, LLC History No change 2,143 206 0.17% 0.17% 1537 0 0.0% Q2 2026 Jul 08, 2026
GW&K Investment Management, LLC History No change 2,125 205 0.0% 0.0% 1538 0 0.0% Q2 2026 Aug 12, 2026
Cottage Street Advisors LLC History No change 2,132 205 0.08% 0.08% 1539 0 0.0% Q2 2026 Jul 20, 2026
Moss Adams Wealth Advisors LLC History No change 2,118 204 0.01% 0.01% 1540 0 0.0% Q2 2026 Jul 27, 2026
United Advisor Group, LLC History No change 2,119 204 0.02% 0.02% 1541 0 0.0% Q2 2026 Jul 29, 2026
Hegarty Advisors, LLC History No change 2,123 204 0.14% 0.14% 1542 0 0.0% Q2 2026 Jul 27, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,112 203 0.01% 0.01% 1543 0 0.0% Q2 2026 Jul 17, 2026
Chicago Wealth Management, Inc. History No change 2,105 202 0.07% 0.07% 1544 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 2,100 202 0.01% 0.01% 1545 0 0.0% Q2 2026 Jul 16, 2026
Ballast Rock Private Wealth LLC History No change 2,097 202 0.09% 0.09% 1546 0 0.0% Q2 2026 Aug 10, 2026
Alaska Wealth Advisors, LLC History No change 2,083 200 0.02% 0.02% 1547 0 0.0% Q2 2026 Aug 11, 2026
WealthCare Investment Partners, LLC History No change 2,080 200 0.05% 0.05% 1548 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 2,056 198 0.01% 0.01% 1549 0 0.0% Q2 2026 Aug 06, 2026
Citizens National Bank Trust Department History No change 1,960 189 0.03% 0.03% 1550 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 2,104 188 0.02% 0.11% 1551 -8,196 -79.57% Q3 2026 Oct 07, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,898 183 0.2% 0.2% 1552 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,876 180 0.02% 0.02% 1553 0 0.0% Q2 2026 Aug 07, 2026
Center for Financial Planning, Inc. History No change 1,869 180 0.02% 0.02% 1554 0 0.0% Q2 2026 Jul 21, 2026
Marquette Asset Management, LLC History Added to 2,000 179 0.02% 0.02% 1555 +750 60.0% Q3 2026 Oct 09, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 1,827 176 0.02% 0.02% 1556 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 1,795 173 0.01% 0.01% 1557 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 1,700 163 0.01% 0.01% 1558 0 0.0% Q2 2026 Aug 07, 2026
EFG International AG History No change 1,640 158 0.0% 0.0% 1559 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 1,606 154 0.01% 0.01% 1560 0 0.0% Q2 2026 Jul 23, 2026
Valued Wealth Advisors LLC History No change 1,598 154 0.06% 0.06% 1561 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Group, Inc. History No change 1,538 148 0.08% 0.08% 1562 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 1,486 147 0.02% 0.02% 1563 0 0.0% Q2 2026 Jul 29, 2026
Allspring Global Investments Holdings, LLC History No change 1,522 147 0.0% 0.0% 1564 0 0.0% Q2 2026 Aug 13, 2026
Glassman Wealth Services History No change 1,507 145 0.02% 0.02% 1565 0 0.0% Q2 2026 Aug 05, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,508 145 0.1% 0.1% 1566 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 1,500 144 0.0% 0.0% 1567 0 0.0% Q2 2026 Aug 07, 2026
Activest Wealth Management History No change 1,494 144 0.03% 0.03% 1568 0 0.0% Q2 2026 Jul 16, 2026
Pingora Partners LLC History No change 1,500 144 0.08% 0.08% 1569 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 1,483 143 0.01% 0.01% 1570 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 1,491 143 0.03% 0.03% 1571 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 1,455 140 0.0% 0.0% 1572 0 0.0% Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History No change 1,434 138 0.04% 0.04% 1573 0 0.0% Q2 2026 Jul 23, 2026
Bare Financial Services, Inc History No change 1,434 138 0.03% 0.03% 1574 0 0.0% Q2 2026 Jul 27, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,519 136 0.01% 0.01% 1576 +2 0.13% Q3 2026 Oct 09, 2026
Elevated Capital Advisors, LLC History No change 1,415 136 0.04% 0.04% 1575 0 0.0% Q2 2026 Aug 03, 2026
First Pacific Financial History No change 1,370 132 0.02% 0.02% 1577 0 0.0% Q2 2026 Jul 20, 2026
CX Institutional History Reduced 1,454 130 0.0% 0.0% 1578 -27 -1.82% Q3 2026 Oct 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,331 128 0.01% 0.01% 1579 0 0.0% Q2 2026 Aug 13, 2026
Atlatl Advisers LLC History No change 1,320 127 0.03% 0.03% 1580 0 0.0% Q2 2026 Jul 22, 2026
Downshift Financial, LLC History No change 1,327 127 0.06% 0.06% 1581 0 0.0% Q2 2026 Aug 12, 2026
Quest 10 Wealth Builders, Inc. History No change 1,317 126 0.1% 0.1% 1582 0 0.0% Q2 2026 Jul 24, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,297 125 0.01% 0.01% 1583 0 0.0% Q2 2026 Jul 16, 2026
Caitlin John, LLC History No change 1,302 125 0.07% 0.07% 1584 0 0.0% Q2 2026 Aug 17, 2026
Golden State Wealth Management, LLC History No change 1,275 123 0.01% 0.01% 1585 0 0.0% Q2 2026 Jul 22, 2026
Urban Financial Advisory Corp History No change 1,266 122 0.03% 0.03% 1586 0 0.0% Q2 2026 Aug 06, 2026
LOM Asset Management Ltd History No change 1,272 122 0.03% 0.03% 1587 0 0.0% Q2 2026 Aug 04, 2026
Topsail Wealth Management, LLC History No change 1,260 121 0.02% 0.02% 1588 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 1,254 120 0.01% 0.01% 1589 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1,251 120 0.01% 0.01% 1590 0 0.0% Q2 2026 Jul 21, 2026
Sachetta, LLC History No change 1,249 120 0.06% 0.06% 1591 0 0.0% Q2 2026 Jul 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,205 118 0.0% 0.0% 1592 0 0.0% Q2 2026 Aug 11, 2026
Basepoint Wealth LLC History No change 1,210 116 0.07% 0.07% 1593 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History No change 1,186 114 0.31% 0.31% 1594 0 0.0% Q2 2026 Aug 04, 2026
Archer Investment Corp History No change 1,175 113 0.02% 0.02% 1595 0 0.0% Q2 2026 Aug 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,159 111 0.01% 0.01% 1596 0 0.0% Q2 2026 Jul 28, 2026
Owl Creek Wealth Partners LLC History No change 1,144 110 0.03% 0.03% 1597 0 0.0% Q2 2026 Jul 20, 2026
Roehl & Yi Investment Advisors, LLC History No change 11,334 109 0.04% 0.04% 1598 0 0.0% Q2 2026 Aug 13, 2026
NBH Bank History No change 1,121 108 0.05% 0.05% 1599 0 0.0% Q2 2026 Aug 14, 2026
Miller Global Investments, LLC History Reduced 1,199 107 0.09% 0.1% 1602 -4 -0.33% Q3 2026 Oct 02, 2026
Hanson & Doremus Investment Management History No change 1,112 107 0.01% 0.01% 1600 0 0.0% Q2 2026 Jul 29, 2026
Park Place Capital Corp History No change 1,111 107 0.02% 0.02% 1601 0 0.0% Q2 2026 Aug 13, 2026
Sava Infond d.o.o. History No change 1,100 106 0.01% 0.01% 1603 0 0.0% Q2 2026 Jul 16, 2026
KERR FINANCIAL PLANNING Corp History No change 1,101 106 0.12% 0.12% 1604 0 0.0% Q2 2026 Jul 02, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 1,100 106 0.03% 0.03% 1605 0 0.0% Q2 2026 Aug 07, 2026
Outlook Capital Management, LLC History No change 1,102 106 0.03% 0.03% 1606 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History No change 1,112 99 0.01% 0.01% 1607 0 0.0% Q3 2026 Oct 08, 2026
Hickory Point Bank & Trust History No change 1,097 98 0.06% 0.06% 1608 0 0.0% Q3 2026 Oct 01, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,014 97 0.01% 0.01% 1609 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 982 94 0.01% 0.01% 1610 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 983 94 0.01% 0.01% 1611 0 0.0% Q2 2026 Aug 11, 2026
City State Bank History No change 966 93 0.02% 0.02% 1612 0 0.0% Q2 2026 Jul 14, 2026
CNB Bank History No change 963 92 0.04% 0.04% 1613 0 0.0% Q2 2026 Aug 06, 2026
Generali Asset Management SPA SGR History No change 960 92 0.0% 0.0% 1614 0 0.0% Q2 2026 Jul 30, 2026
MCDONALD PARTNERS LLC History No change 947 91 0.02% 0.02% 1615 0 0.0% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History No change 929 89 0.01% 0.01% 1616 0 0.0% Q2 2026 Jul 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 86 0.0% 0.0% 1617 0 0.0% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History No change 900 86 0.0% 0.0% 1618 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Financial Management LLC History No change 898 86 0.07% 0.07% 1619 0 0.0% Q2 2026 Aug 28, 2026
Hurley Capital, LLC History No change 891 85 0.04% 0.04% 1620 0 0.0% Q2 2026 Aug 10, 2026
Truvestments Capital LLC History No change 882 85 0.01% 0.01% 1621 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 870 83 0.01% 0.01% 1622 0 0.0% Q2 2026 Aug 05, 2026
Godfrey Financial Associates, Inc. History No change 866 83 0.06% 0.06% 1623 0 0.0% Q2 2026 Aug 11, 2026
Paladin Partners, LLC History Reduced 918 82 0.05% 0.09% 1625 -563 -38.01% Q3 2026 Oct 06, 2026
AMERIFLEX GROUP, INC. History No change 852 82 0.03% 0.03% 1624 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 844 81 0.01% 0.01% 1626 0 0.0% Q2 2026 Aug 06, 2026
Realta Investment Advisors History No change 832 80 0.02% 0.02% 1627 0 0.0% Q2 2026 Jul 20, 2026
Rosenberg Matthew Hamilton History No change 880 78 0.01% 0.02% 1628 0 0.0% Q3 2026 Oct 05, 2026
Salomon & Ludwin, LLC History No change 796 77 0.01% 0.01% 1629 0 0.0% Q2 2026 Aug 07, 2026
SITTNER & NELSON, LLC History No change 789 76 0.02% 0.02% 1630 0 0.0% Q2 2026 Aug 07, 2026
Graney & King, LLC History No change 793 76 0.03% 0.03% 1631 0 0.0% Q2 2026 Aug 07, 2026
ALERUS FINANCIAL NA History No change 786 75 0.0% 0.0% 1632 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 852 75 0.02% 0.03% 1633 0 0.0% Q3 2026 Oct 08, 2026
Creative Capital Management Investments LLC History No change 769 74 0.02% 0.02% 1634 0 0.0% Q2 2026 Jul 24, 2026
NBZ Investment Advisors LLC History No change 760 73 0.03% 0.03% 1635 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 810 72 0.01% 0.01% 1636 0 0.0% Q3 2026 Oct 08, 2026
Triumph Capital Management History No change 727 70 0.01% 0.01% 1637 0 0.0% Q2 2026 Jul 20, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 705 67 0.02% 0.02% 1638 0 0.0% Q2 2026 Sep 02, 2026
Standard Family Office LLC History No change 704 67 0.06% 0.06% 1639 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Resources Advisor Group, Inc. History No change 677 65 0.05% 0.05% 1640 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 673 64 0.0% 0.0% 1641 0 0.0% Q2 2026 Jul 17, 2026
Kings Path Partners LLC History No change 672 64 0.02% 0.02% 1642 0 0.0% Q2 2026 Jul 14, 2026
Keating Financial Advisory Services, Inc. History No change 665 64 0.01% 0.01% 1643 0 0.0% Q2 2026 Aug 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 636 61 0.04% 0.04% 1644 0 0.0% Q2 2026 Aug 18, 2026
Colonial Trust Advisors History No change 639 61 0.0% 0.0% 1645 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 640 61 0.01% 0.01% 1646 0 0.0% Q2 2026 Jul 22, 2026
Aberdeen Wealth Management LLC History No change 638 61 0.03% 0.03% 1647 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 640 61 0.01% 0.01% 1648 0 0.0% Q2 2026 Jul 28, 2026
ALBION FINANCIAL GROUP /UT History No change 627 60 0.0% 0.0% 1649 0 0.0% Q2 2026 Jul 22, 2026
Smallwood Wealth Investment Management, LLC History No change 630 60 0.03% 0.03% 1650 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 616 59 0.01% 0.01% 1651 0 0.0% Q2 2026 Jul 23, 2026
EPG Wealth Management LLC History No change 617 59 0.01% 0.01% 1652 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 605 58 0.01% 0.01% 1653 0 0.0% Q2 2026 Aug 04, 2026
Main Street Group, LTD History No change 600 57 0.01% 0.01% 1654 0 0.0% Q2 2026 Jul 13, 2026
Aspect Partners, LLC History No change 591 56 0.02% 0.02% 1655 0 0.0% Q2 2026 Jul 16, 2026
Networth Advisors, LLC History No change 589 56 0.03% 0.03% 1656 0 0.0% Q2 2026 Jul 22, 2026
PlanVest Financial, Inc History No change 583 56 0.04% 0.04% 1657 0 0.0% Q2 2026 Aug 10, 2026
4Thought Financial Group Inc. History No change 575 55 0.03% 0.03% 1658 0 0.0% Q2 2026 Jul 28, 2026
DHJJ Financial Advisors, Ltd. History No change 573 55 0.02% 0.02% 1659 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 560 54 0.01% 0.01% 1660 0 0.0% Q2 2026 Jul 21, 2026
Rice Partnership, LLC History No change 551 53 0.01% 0.01% 1661 0 0.0% Q2 2026 Jul 29, 2026
Murphy & Mullick Capital Management Corp History No change 530 51 0.03% 0.03% 1662 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 515 49 0.0% 0.0% 1663 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 509 49 0.01% 0.01% 1664 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 499 48 0.0% 0.0% 1665 0 0.0% Q2 2026 Aug 13, 2026
Armor Investment Advisors, LLC History No change 500 48 0.02% 0.02% 1666 0 0.0% Q2 2026 Aug 04, 2026
Costello Asset Management, INC History No change 501 48 0.01% 0.01% 1667 0 0.0% Q2 2026 Jul 28, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 488 47 0.01% 0.01% 1668 0 0.0% Q2 2026 Jul 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 491 47 0.02% 0.02% 1669 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 470 45 0.0% 0.0% 1670 0 0.0% Q2 2026 Jul 08, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 467 45 0.02% 0.02% 1671 0 0.0% Q2 2026 Aug 04, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 462 44 0.01% 0.01% 1672 0 0.0% Q2 2026 Aug 07, 2026
UNION SAVINGS BANK History No change 453 43 0.02% 0.02% 1673 0 0.0% Q2 2026 Jul 23, 2026
Princeton Global Asset Management LLC History No change 433 41 0.01% 0.01% 1674 0 0.0% Q2 2026 Jul 16, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 402 38 0.01% 0.01% 1675 0 0.0% Q2 2026 Aug 05, 2026
Founders Capital Management History No change 400 38 0.02% 0.02% 1676 0 0.0% Q2 2026 Jul 21, 2026
Tower View Wealth Management LLC History No change 402 38 0.02% 0.02% 1677 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 434 38 0.03% 0.03% 1678 0 0.0% Q2 2026 Sep 17, 2026
Richard W. Paul & Associates, LLC History No change 400 38 0.01% 0.01% 1679 0 0.0% Q2 2026 Aug 10, 2026
Point Nemo Capital, LLC History No change 400 38 0.02% 0.02% 1680 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History No change 425 38 0.0% 0.0% 1681 0 0.0% Q3 2026 Oct 08, 2026
Integrity Financial Corp /WA History No change 384 37 0.02% 0.02% 1682 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 380 36 0.0% 0.0% 1683 0 0.0% Q2 2026 Aug 06, 2026
Pflug Koory, LLC History No change 377 36 0.01% 0.01% 1684 0 0.0% Q2 2026 Jul 21, 2026
Roxbury Financial LLC History Added to 395 35 0.03% 0.03% 1688 +1 0.25% Q3 2026 Oct 01, 2026
Lavaca Capital LLC History No change 371 35 0.0% 0.0% 1685 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 370 35 0.01% 0.01% 1686 0 0.0% Q2 2026 Jul 02, 2026
LifeSteps Financial, Inc. History No change 367 35 0.02% 0.02% 1687 0 0.0% Q2 2026 Jul 17, 2026
Barnes Dennig Private Wealth Management LLC History No change 365 35 0.03% 0.03% 1689 0 0.0% Q2 2026 Jul 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 348 34 0.01% 0.01% 1690 0 0.0% Q2 2026 Jul 30, 2026
1 NORTH WEALTH SERVICES LLC History No change 350 33 0.01% 0.01% 1691 0 0.0% Q2 2026 Aug 03, 2026
Game Plan Financial Advisors, LLC History No change 347 33 0.01% 0.01% 1692 0 0.0% Q2 2026 Aug 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 352 33 0.0% 0.0% 1693 0 0.0% Q2 2026 Jul 28, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 333 32 0.0% 0.0% 1694 0 0.0% Q2 2026 Jul 27, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 338 32 0.01% 0.01% 1695 0 0.0% Q2 2026 Aug 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 326 31 0.02% 0.02% 1696 0 0.0% Q2 2026 Jul 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 323 31 0.0% 0.0% 1697 0 0.0% Q2 2026 Jul 14, 2026
Copia Wealth Management History No change 327 31 0.02% 0.02% 1698 0 0.0% Q2 2026 Aug 17, 2026
Atomic Invest LLC History No change 324 31 0.0% 0.0% 1699 0 0.0% Q2 2026 Sep 25, 2026
TSFG, LLC History No change 307 30 0.0% 0.0% 1700 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 313 30 0.01% 0.01% 1701 0 0.0% Q2 2026 Aug 10, 2026
PETERSON WEALTH MANAGEMENT History No change 304 29 0.01% 0.01% 1702 0 0.0% Q2 2026 Jul 30, 2026
Tidemark, LLC History No change 310 29 0.01% 0.01% 1703 0 0.0% Q2 2026 Aug 10, 2026
GODSEY & GIBB, INC History No change 291 28 0.0% 0.0% 1704 0 0.0% Q2 2026 Jul 13, 2026
ESL Trust Services, LLC History No change 300 28 0.0% 0.0% 1705 0 0.0% Q2 2026 Aug 13, 2026
StrongBox Wealth, LLC History No change 290 27 0.01% 0.01% 1706 0 0.0% Q2 2026 Jul 23, 2026
Joseph Group Capital Management History No change 289 27 0.01% 0.01% 1707 0 0.0% Q2 2026 Aug 06, 2026
Kennebec Savings Bank History No change 284 27 0.02% 0.02% 1708 0 0.0% Q2 2026 Jul 13, 2026
ADIRONDACK TRUST CO History No change 273 26 0.01% 0.01% 1709 0 0.0% Q2 2026 Jul 16, 2026
Sterling Capital Management LLC History No change 272 26 0.0% 0.0% 1710 0 0.0% Q2 2026 Jul 28, 2026
Balentine LLC History No change 272 26 0.0% 0.0% 1711 0 0.0% Q2 2026 Aug 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 271 26 0.02% 0.02% 1712 0 0.0% Q2 2026 Jul 21, 2026
Transamerica Financial Advisors, LLC History No change 263 25 0.0% 0.0% 1713 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 251 24 0.0% 0.0% 1714 0 0.0% Q2 2026 Aug 13, 2026
Corsicana & Co. History No change 257 24 0.01% 0.01% 1715 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 252 24 0.01% 0.01% 1716 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors LLC History No change 254 24 0.01% 0.01% 1717 0 0.0% Q2 2026 Jul 14, 2026
Legacy Bridge, LLC History No change 248 23 0.01% 0.01% 1718 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 241 23 0.01% 0.01% 1719 0 0.0% Q2 2026 Jul 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 230 22 0.0% 0.0% 1720 0 0.0% Q2 2026 Jul 31, 2026
NFSG Corp History No change 236 22 0.0% 0.0% 1721 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 225 21 0.01% 0.01% 1722 0 0.0% Q2 2026 Aug 11, 2026
Tradewinds Capital Management, LLC History No change 211 20 0.0% 0.0% 1723 0 0.0% Q2 2026 Jul 23, 2026
Lloyd Advisory Services, LLC. History No change 217 20 0.01% 0.01% 1724 0 0.0% Q2 2026 Aug 07, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 215 20 0.05% 0.05% 1725 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 216 20 0.0% 0.0% 1726 0 0.0% Q2 2026 Jul 30, 2026
ATLAS CAPITAL ADVISORS INC. History No change 204 19 0.0% 0.0% 1727 0 0.0% Q2 2026 Aug 13, 2026
Richardson Capital Management LLC History No change 201 19 0.01% 0.01% 1728 0 0.0% Q2 2026 Jul 17, 2026
Windsor Advisory Group, LLC History No change 200 19 0.01% 0.01% 1729 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 203 19 0.01% 0.01% 1730 0 0.0% Q2 2026 Aug 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 195 18 0.01% 0.01% 1731 0 0.0% Q2 2026 Jul 08, 2026
Eukles Asset Management History No change 187 18 0.01% 0.01% 1732 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 175 17 0.0% 0.0% 1733 0 0.0% Q2 2026 Jul 24, 2026
Ankerstar Wealth, LLC History No change 177 17 0.01% 0.01% 1734 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 180 16 0.01% — 1738 +180 New Q3 2026 Oct 02, 2026
Fortis Group Advisors, LLC History No change 167 16 0.0% 0.0% 1735 0 0.0% Q2 2026 Jul 24, 2026
Ulland Investment Advisors, LLC History No change 170 16 0.01% 0.01% 1736 0 0.0% Q2 2026 Jul 16, 2026
Signature Resources Capital Management, LLC History No change 169 16 0.01% 0.01% 1737 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 160 15 0.0% 0.0% 1739 0 0.0% Q2 2026 Jul 17, 2026
Harbor Asset Planning, Inc. History No change 164 15 0.01% 0.01% 1740 0 0.0% Q2 2026 Jul 22, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 161 15 0.01% 0.01% 1741 0 0.0% Q2 2026 Aug 14, 2026
High Note Wealth, LLC History No change 151 14 0.0% 0.0% 1742 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 150 14 0.0% 0.0% 1743 0 0.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History No change 152 14 0.0% 0.0% 1744 0 0.0% Q2 2026 Jul 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 153 14 0.0% 0.0% 1745 0 0.0% Q2 2026 Jul 21, 2026
Coastline Trust Co History No change 150 13 0.0% 0.0% 1746 0 0.0% Q3 2026 Oct 01, 2026
Dorato Capital Management History No change 150 13 0.01% 0.01% 1747 0 0.0% Q3 2026 Oct 08, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 132 12 0.0% 0.0% 1748 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Counsel, Inc History No change 130 12 0.0% 0.0% 1749 0 0.0% Q2 2026 Jul 27, 2026
Bollard Group LLC History No change 128 12 0.0% 0.0% 1750 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 128 12 0.0% 0.0% 1751 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History New 126 11 0.0% — 1755 +126 New Q3 2026 Oct 01, 2026
SRH ADVISORS, LLC History No change 118 11 0.0% 0.0% 1752 0 0.0% Q2 2026 Jul 24, 2026
Fortitude Family Office, LLC History No change 117 11 0.0% 0.0% 1753 0 0.0% Q2 2026 Jul 20, 2026
Walsh & Associates, LLC History No change 115 11 0.01% 0.01% 1754 0 0.0% Q2 2026 Jul 21, 2026
Jackson, Grant Investment Advisers, Inc. History No change 113 10 0.0% 0.0% 1756 0 0.0% Q2 2026 Jul 31, 2026
Investors Research Corp History Added to 103 9 0.0% 0.0% 1759 +68 194.29% Q3 2026 Oct 07, 2026
Minot DeBlois Advisors LLC History No change 96 9 0.01% 0.01% 1757 0 0.0% Q2 2026 Aug 13, 2026
Cranbrook Wealth Management, LLC History No change 100 9 0.0% 0.0% 1758 0 0.0% Q2 2026 Aug 06, 2026
Kilter Group LLC History No change 97 9 0.0% 0.0% 1760 0 0.0% Q2 2026 Aug 11, 2026
High Point Wealth Management, LLC History No change 100 9 0.01% 0.01% 1761 0 0.0% Q2 2026 Jul 20, 2026
Benson Wealth Management INC History No change 96 9 0.01% 0.01% 1762 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History No change 107 9 0.01% 0.01% 1763 0 0.0% Q3 2026 Oct 02, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 91 8 0.01% 0.01% 1764 0 0.0% Q2 2026 Aug 04, 2026
Hamilton Point Investment Advisors, LLC History No change 83 8 0.0% 0.0% 1765 0 0.0% Q2 2026 Jul 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 83 8 0.0% 0.0% 1766 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 83 8 0.0% 0.0% 1767 0 0.0% Q2 2026 Jul 21, 2026
Gleason Group, Inc. History No change 82 7 0.0% 0.0% 1768 0 0.0% Q2 2026 Jul 13, 2026
Monetary Solutions, Ltd History No change 75 7 0.01% 0.01% 1769 0 0.0% Q2 2026 Jul 23, 2026
Commonwealth Retirement Investments LLC History No change 72 6 0.0% 0.0% 1770 0 0.0% Q2 2026 Aug 03, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 57 5 0.0% 0.0% 1771 0 0.0% Q2 2026 Jul 24, 2026
IAG Wealth Partners, LLC History No change 62 5 0.0% 0.0% 1772 0 0.0% Q2 2026 Aug 06, 2026
Frazier Financial Advisors, LLC History No change 61 5 0.0% 0.0% 1773 0 0.0% Q2 2026 Aug 10, 2026
Bruce G. Allen Investments, LLC History No change 56 5 0.0% 0.0% 1774 0 0.0% Q2 2026 Jul 31, 2026
Winthrop Capital Management, LLC History No change 57 5 0.0% 0.0% 1775 0 0.0% Q2 2026 Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 58 5 0.0% 0.0% 1776 0 0.0% Q2 2026 Aug 11, 2026
Robinswood Financial LLC History No change 56 5 0.0% 0.0% 1777 0 0.0% Q2 2026 Jul 14, 2026
REICON WEALTH ADVISORS, LLC History No change 51 4 0.0% 0.0% 1778 0 0.0% Q2 2026 Jul 29, 2026
POM Investment Strategies, LLC History No change 43 4 0.0% 0.0% 1779 0 0.0% Q2 2026 Jul 30, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 50 4 0.0% 0.0% 1780 0 0.0% Q2 2026 Jul 20, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 42 4 0.0% 0.0% 1781 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 51 4 0.0% 0.0% 1782 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 47 4 0.0% 0.0% 1783 0 0.0% Q2 2026 Aug 10, 2026
Community Financial Services Group, LLC History No change 33 3 0.0% 0.0% 1784 0 0.0% Q2 2026 Jul 09, 2026
Concord Wealth Partners History No change 40 3 0.0% 0.0% 1785 0 0.0% Q2 2026 Jul 27, 2026
Financial Network Wealth Advisors LLC History No change 37 3 0.0% 0.0% 1786 0 0.0% Q2 2026 Jul 29, 2026
Ascentis Wealth Management, LLC History No change 32 3 0.0% 0.0% 1787 0 0.0% Q2 2026 Jul 30, 2026
GILL CAPITAL PARTNERS, LLC History No change 29 2 0.0% 0.0% 1788 0 0.0% Q2 2026 Aug 20, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 25 2 0.0% 0.0% 1789 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 21 2 0.0% 0.0% 1790 0 0.0% Q2 2026 Jul 09, 2026
Hughes Financial Services, LLC History No change 31 2 0.0% 0.0% 1791 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 21 2 0.0% 0.0% 1792 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Reduced 22 1 0.0% 0.0% 1793 -18 -45.0% Q3 2026 Oct 05, 2026
Allianz Asset Management GmbH History No change 15 1 0.0% 0.0% 1794 0 0.0% Q2 2026 Sep 02, 2026
Horizon Investments, LLC History No change 20 1 0.0% 0.0% 1795 0 0.0% Q2 2026 Aug 13, 2026
Evolution Advisers, Inc. History No change 20 1 0.0% 0.0% 1796 0 0.0% Q2 2026 Jul 31, 2026
Gould Capital, LLC History No change 11 1 0.0% 0.0% 1797 0 0.0% Q2 2026 Aug 07, 2026
Operose Advisors LLC History No change 10 1 0.0% 0.0% 1798 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 12 1 0.0% 0.0% 1799 0 0.0% Q3 2026 Oct 05, 2026
Fairscale Capital, LLC History No change 18 1 0.0% 0.0% 1800 0 0.0% Q2 2026 Aug 07, 2026
Mountain Hill Investment Partners Corp. History No change 11 1 0.0% 0.0% 1801 0 0.0% Q2 2026 Jul 16, 2026
Navigoe, LLC History No change 15 1 0.0% 0.0% 1802 0 0.0% Q2 2026 Jul 31, 2026
Bullock Wealth Management Group History No change 19 1 0.0% 0.0% 1803 0 0.0% Q3 2026 Oct 09, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 15 1 0.0% 0.0% 1804 0 0.0% Q2 2026 Jul 24, 2026
Strive Financial Group ,LLC History No change 19 1 0.0% 0.0% 1805 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 18 1 0.0% 0.0% 1806 0 0.0% Q2 2026 Jul 09, 2026
Signature Equity Partners, LLC History No change 18 1 0.0% 0.0% 1807 0 0.0% Q2 2026 Jul 30, 2026
Harpswell Capital Advisors, LLC History Closed out 0 0 — 0.43% — -6,980 -100.0% Q3 2026 Oct 09, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Closed out 0 0 — 0.14% — -5,636 -100.0% Q3 2026 Oct 06, 2026
Iowa State Bank History Closed out 0 0 — 0.05% — -3,168 -100.0% Q3 2026 Oct 06, 2026
CHAPIN DAVIS, INC. History Closed out 0 0 — 0.04% — -2,272 -100.0% Q3 2026 Oct 08, 2026
Legacy Private Trust Co. History Closed out 0 0 — 0.01% — -2,190 -100.0% Q3 2026 Oct 06, 2026
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 02, 2026
Financial Gravity Companies, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Quaker Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Legacies Wealth LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
HOEY INVESTMENTS, INC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Addison Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Leo H. Evart, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Strategic Investment Solutions, Inc. /IL History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Prudent Man Investment Management, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
NorthAvenue LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026