VANGUARD INDEX FUNDS - VO

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
JONES FINANCIAL COMPANIES LLLP History No change 110,769,908 8,861,135 3.55% 3.55% 1 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 109,705,786 8,838,995 1.43% 1.43% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 73,987,186 5,961,147 0.38% 0.38% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 55,523,351 4,473,516 0.57% 0.57% 4 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 36,272,342 2,922,462 0.15% 0.15% 5 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 32,713,198 2,635,702 1.54% 1.54% 6 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 31,257,030 2,518,378 0.68% 0.68% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 24,776,718 1,995,988 0.47% 0.47% 8 0 0.0% Q2 2026 Sep 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 24,385,742 1,964,759 1.05% 1.05% 9 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 22,846,853 1,840,835 2.01% 2.01% 10 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 17,885,016 1,440,995 1.62% 1.62% 11 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 14,368,916 1,157,703 0.26% 0.26% 12 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 12,400,387 999,179 0.2% 0.2% 13 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 10,483,935 844,021 1.03% 1.03% 14 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,059,496 810,493 6.0% 6.0% 15 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,616,046 774,764 0.38% 0.38% 16 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 8,738,252 704,040 0.74% 0.74% 17 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 8,628,563 694,340 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 6,796,573 547,599 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 5,787,723 466,405 0.56% 0.56% 20 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 5,696,979 459,005 0.42% 0.42% 21 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 5,646,613 454,947 10.99% 10.99% 22 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,399,546 435,041 1.5% 1.5% 23 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 5,151,020 415,017 1.76% 1.76% 24 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 4,774,432 384,675 8.12% 8.12% 25 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 4,445,488 358,172 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 4,367,572 351,895 0.34% 0.34% 27 0 0.0% Q2 2026 Aug 05, 2026
Border to Coast Pensions Partnership Ltd History No change 4,072,748 327,872 4.83% 4.83% 28 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 3,928,916 316,552 0.4% 0.4% 29 0 0.0% Q2 2026 Jul 29, 2026
Midwest Trust Co History No change 3,620,231 291,682 3.3% 3.3% 30 0 0.0% Q2 2026 Aug 04, 2026
GOLDMAN SACHS GROUP INC History No change 3,614,235 291,198 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 3,516,510 283,325 0.09% 0.09% 32 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 3,445,858 277,691 0.33% 0.33% 33 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 3,338,684 268,997 0.41% 0.41% 34 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 3,271,741 263,604 1.57% 1.57% 35 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 3,154,240 254,137 1.18% 1.18% 36 0 0.0% Q2 2026 Aug 18, 2026
STIFEL FINANCIAL CORP History No change 2,923,303 235,531 0.2% 0.2% 37 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 2,833,612 228,304 2.15% 2.15% 38 0 0.0% Q2 2026 Aug 06, 2026
SigFig Wealth Management, LLC History No change 2,511,036 202,062 5.36% 5.36% 39 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 2,499,328 201,370 0.28% 0.28% 40 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 2,448,570 197,281 0.32% 0.32% 41 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 2,401,779 193,511 0.56% 0.56% 42 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 2,345,040 188,939 1.04% 1.04% 43 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 2,278,245 183,558 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 2,182,308 175,828 0.24% 0.24% 45 0 0.0% Q2 2026 Aug 27, 2026
1832 Asset Management L.P. History No change 2,157,381 173,820 0.09% 0.09% 46 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 1,961,465 158,035 0.19% 0.19% 47 0 0.0% Q2 2026 Jul 28, 2026
Joel Isaacson & Co., LLC History No change 1,933,766 155,803 4.51% 4.51% 48 0 0.0% Q2 2026 Aug 04, 2026
Bleakley Financial Group, LLC History No change 1,927,108 155,267 1.98% 1.98% 49 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,791,507 144,341 3.73% 3.73% 50 0 0.0% Q2 2026 Jul 02, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 1,764,095 142,133 7.63% 7.63% 51 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 1,696,716 136,280 2.73% 2.73% 52 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 1,687,725 135,980 0.44% 0.44% 53 0 0.0% Q2 2026 Jul 28, 2026
Millburn Ridgefield LLC /DE/ History No change 1,677,870 135,185 2.56% 2.56% 54 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 1,677,870 135,185 2.24% 2.24% 55 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 1,674,384 134,905 0.82% 0.82% 56 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 1,657,960 133,581 1.32% 1.32% 57 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 1,654,013 133,264 0.26% 0.26% 58 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 1,570,945 126,571 0.26% 0.26% 59 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 1,537,251 123,856 0.72% 0.72% 60 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 1,527,267 123,051 10.43% 10.43% 61 0 0.0% Q2 2026 Jul 17, 2026
Equitable Holdings, Inc. History No change 1,492,990 120,290 0.72% 0.72% 62 0 0.0% Q2 2026 Aug 17, 2026
First Command Advisory Services, Inc. History No change 1,482,046 119,408 0.71% 0.71% 63 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,402,905 113,032 0.17% 0.17% 64 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 1,400,393 112,829 1.63% 1.63% 65 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,359,872 109,564 0.33% 0.33% 66 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,355,435 109,207 0.25% 0.25% 67 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 1,297,689 104,554 0.38% 0.38% 68 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 1,247,189 100,486 1.82% 1.82% 69 0 0.0% Q2 2026 Jul 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,241,259 100,008 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 13, 2026
Pine Ridge Advisers LLC History No change 1,224,488 98,656 5.95% 5.95% 71 0 0.0% Q2 2026 Aug 14, 2026
Nadler Financial Group, Inc. History No change 1,212,621 97,700 8.28% 8.28% 72 0 0.0% Q2 2026 Jul 29, 2026
&PARTNERS History No change 1,202,798 96,888 0.4% 0.4% 73 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 1,197,848 96,510 1.69% 1.69% 74 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,177,558 94,875 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 19, 2026
ASSETMARK, INC History No change 1,119,178 90,172 0.16% 0.16% 76 0 0.0% Q2 2026 Jul 30, 2026
DAVENPORT & Co LLC History No change 1,094,719 88,201 0.43% 0.43% 77 0 0.0% Q2 2026 Jul 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,080,918 87,089 1.39% 1.39% 78 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 1,078,534 86,897 0.58% 0.58% 79 0 0.0% Q2 2026 Aug 10, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,072,063 86,376 5.14% 5.14% 80 0 0.0% Q2 2026 Aug 12, 2026
CBIZ Investment Advisory Services, LLC History No change 297,343 85,391 3.12% 3.12% 81 0 0.0% Q2 2026 Aug 13, 2026
SilverOak Wealth Management LLC History No change 1,051,352 84,707 10.91% 10.91% 82 0 0.0% Q2 2026 Jul 29, 2026
PITTENGER & ANDERSON INC History No change 1,044,975 84,193 3.01% 3.01% 83 0 0.0% Q2 2026 Jul 27, 2026
ASSOCIATED BANC-CORP History No change 1,039,951 83,788 1.99% 1.99% 84 0 0.0% Q2 2026 Jul 31, 2026
Capital Asset Advisory Services LLC History No change 1,014,936 81,773 2.96% 2.96% 85 0 0.0% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 1,010,649 81,437 3.25% 3.25% 86 0 0.0% Q2 2026 Aug 05, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,004,416 80,925 7.6% 7.6% 87 0 0.0% Q2 2026 Aug 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 981,870 79,110 0.91% 0.91% 88 0 0.0% Q2 2026 Aug 14, 2026
PDS Planning, Inc History No change 962,079 77,514 4.49% 4.49% 89 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History No change 944,180 75,913 2.0% 2.0% 90 0 0.0% Q2 2026 Jul 07, 2026
Performa Ltd (US), LLC History No change 940,415 75,769 12.23% 12.23% 91 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 940,189 75,751 0.13% 0.13% 92 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 262,256 75,314 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 876,370 70,609 0.46% 0.46% 94 0 0.0% Q2 2026 Sep 08, 2026
Steward Partners Investment Advisory, LLC History No change 861,631 69,421 0.35% 0.35% 95 0 0.0% Q2 2026 Aug 13, 2026
AMG National Trust Bank History No change 853,273 68,748 1.41% 1.41% 96 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 848,107 68,331 0.32% 0.32% 97 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 831,448 66,989 0.81% 0.81% 98 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 823,224 66,327 0.07% 0.07% 99 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 810,992 65,341 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
Venture Visionary Partners LLC History No change 785,840 63,315 1.76% 1.76% 101 0 0.0% Q2 2026 Jul 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 758,002 61,072 2.23% 2.23% 102 0 0.0% Q2 2026 Jul 21, 2026
CX Institutional History Reduced 763,681 59,888 1.62% 1.78% 103 -3,462 -0.45% Q3 2026 Oct 02, 2026
Connecticut Wealth Management, LLC History No change 740,816 59,687 2.21% 2.21% 104 0 0.0% Q2 2026 Jul 29, 2026
Riverpoint Wealth Management Holdings, LLC History No change 706,160 56,895 10.45% 10.45% 105 0 0.0% Q2 2026 Jul 27, 2026
Northwest Quadrant Wealth Management, LLC History No change 702,864 56,629 10.49% 10.49% 106 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 697,960 56,368 0.09% 0.09% 107 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 698,320 56,263 0.14% 0.14% 108 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 688,447 55,468 0.39% 0.39% 109 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 683,602 55,077 2.82% 2.82% 110 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 678,443 54,662 0.25% 0.25% 111 0 0.0% Q2 2026 Jul 27, 2026
Center for Financial Planning, Inc. History No change 678,271 54,648 5.11% 5.11% 112 0 0.0% Q2 2026 Jul 21, 2026
NICOLET BANKSHARES INC History No change 674,232 54,503 1.73% 1.73% 113 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 676,163 54,478 0.6% 0.6% 114 0 0.0% Q2 2026 Aug 13, 2026
Bear Mountain Capital, Inc. History No change 669,702 54,138 15.68% 15.68% 115 0 0.0% Q2 2026 Jul 20, 2026
WESBANCO BANK INC History No change 655,679 52,828 1.31% 1.31% 116 0 0.0% Q2 2026 Jul 28, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 654,530 52,735 4.96% 4.96% 117 0 0.0% Q2 2026 Jul 14, 2026
Lido Advisors, LLC History No change 640,579 51,611 0.14% 0.14% 118 0 0.0% Q2 2026 Aug 07, 2026
BLB&B Advisors, LLC History No change 630,315 50,784 1.86% 1.86% 119 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 626,783 50,499 0.39% 0.39% 120 0 0.0% Q2 2026 Jul 17, 2026
New Hampshire Trust History No change 626,046 50,440 9.51% 9.51% 121 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 623,639 50,246 0.19% 0.19% 122 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History No change 620,012 49,954 3.78% 3.78% 123 0 0.0% Q2 2026 Jul 24, 2026
Heartwood Wealth Advisors LLC History No change 619,635 49,923 3.88% 3.88% 124 0 0.0% Q2 2026 Jul 17, 2026
Ballast, Inc. History No change 616,950 49,707 9.37% 9.37% 125 0 0.0% Q2 2026 Jul 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 608,381 49,017 0.51% 0.51% 126 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Wealth, LLC History No change 605,468 48,782 0.49% 0.49% 127 0 0.0% Q2 2026 Aug 10, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 602,670 48,557 6.33% 6.33% 128 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 594,579 48,125 0.08% 0.08% 129 0 0.0% Q2 2026 Jul 15, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 671,664 47,855 11.45% 11.45% 130 0 0.0% Q2 2026 Aug 14, 2026
Pathway Financial Advisors LLC History No change 590,098 47,508 5.54% 5.54% 131 0 0.0% Q2 2026 Jul 06, 2026
Vestmark Advisory Solutions, Inc. History No change 587,604 47,343 0.44% 0.44% 132 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 587,191 47,309 0.53% 0.53% 133 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial, LLC History No change 586,924 47,288 0.52% 0.52% 134 0 0.0% Q2 2026 Aug 12, 2026
Wealthquest Corp History No change 584,077 47,059 2.97% 2.97% 135 0 0.0% Q2 2026 Jul 23, 2026
BOK Financial Private Wealth, Inc. History No change 583,370 47,002 2.41% 2.41% 136 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 480,134 46,940 0.14% 0.14% 137 0 0.0% Q2 2026 Aug 10, 2026
Perkins Coie Trust Co History No change 572,039 46,083 7.64% 7.64% 138 0 0.0% Q2 2026 Jul 09, 2026
Fidato Wealth LLC History No change 557,784 44,940 26.26% 26.26% 139 0 0.0% Q2 2026 Aug 03, 2026
DT Investment Partners, LLC History No change 557,391 44,908 3.35% 3.35% 140 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 555,266 44,737 0.12% 0.12% 141 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 550,155 44,325 0.2% 0.2% 142 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 537,525 43,308 0.9% 0.9% 143 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 527,808 42,525 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
IFC Advisors LLC History No change 527,486 42,499 5.4% 5.4% 145 0 0.0% Q2 2026 Aug 05, 2026
Apella Capital, LLC History No change 525,840 42,387 0.6% 0.6% 146 0 0.0% Q2 2026 Jul 08, 2026
SP Asset Management LLC History No change 525,196 42,315 3.39% 3.39% 147 0 0.0% Q2 2026 Aug 04, 2026
Marquette Asset Management, LLC History No change 520,497 41,936 5.39% 5.39% 148 0 0.0% Q2 2026 Jul 09, 2026
SHUFRO ROSE & CO LLC History No change 515,810 41,558 2.39% 2.39% 149 0 0.0% Q2 2026 Aug 12, 2026
GenTrust, LLC History No change 503,865 40,596 1.56% 1.56% 150 0 0.0% Q2 2026 Aug 06, 2026
Fulcrum Capital LLC History No change 500,094 40,292 8.17% 8.17% 151 0 0.0% Q2 2026 Jul 20, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 499,187 40,219 4.94% 4.94% 152 0 0.0% Q2 2026 Aug 11, 2026
William Mack & Associates, Inc. History No change 496,380 39,993 14.1% 14.1% 153 0 0.0% Q2 2026 Jul 10, 2026
Conrad Siegel Investment Advisors, Inc. History No change 492,340 39,667 6.45% 6.45% 154 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Financial Partners, Inc. History No change 489,324 39,424 0.27% 0.27% 155 0 0.0% Q2 2026 Aug 14, 2026
TL Private Wealth History No change 488,218 39,355 14.43% 14.43% 156 0 0.0% Q2 2026 Jul 08, 2026
Bouchey Financial Group, Ltd. History No change 473,770 38,171 2.47% 2.47% 157 0 0.0% Q2 2026 Jul 27, 2026
American Trust History No change 471,888 38,019 2.93% 2.93% 158 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 469,289 37,810 0.18% 0.18% 159 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History No change 464,169 37,398 0.15% 0.15% 160 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 461,813 37,208 0.68% 0.68% 161 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 459,384 37,012 0.75% 0.75% 162 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Retirement, LLC History No change 458,206 36,917 2.02% 2.02% 163 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 456,294 36,763 0.21% 0.21% 164 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 452,353 36,446 0.2% 0.2% 165 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 451,680 36,391 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 12, 2026
Consolidated Portfolio Review Corp History No change 449,616 36,225 3.02% 3.02% 167 0 0.0% Q2 2026 Jul 23, 2026
Enclave Advisors LLC History No change 448,329 36,121 4.57% 4.57% 168 0 0.0% Q2 2026 Jul 14, 2026
BOKF, NA History No change 443,574 35,738 0.49% 0.49% 169 0 0.0% Q2 2026 Aug 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 443,568 35,738 0.66% 0.66% 170 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 443,336 35,719 0.78% 0.78% 171 0 0.0% Q2 2026 Jul 17, 2026
Eagle Strategies LLC History No change 441,470 35,569 3.53% 3.53% 172 0 0.0% Q2 2026 Jul 21, 2026
Blankinship & Foster, LLC History No change 440,589 35,498 7.16% 7.16% 173 0 0.0% Q2 2026 Jul 30, 2026
TRB Wealth Management, LLC History No change 435,256 35,068 4.67% 4.67% 174 0 0.0% Q2 2026 Aug 11, 2026
Cranbrook Wealth Management, LLC History No change 434,525 35,009 6.55% 6.55% 175 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 429,135 34,721 0.34% 0.34% 176 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 421,554 33,964 0.89% 0.89% 177 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 421,177 33,934 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
SEARCY FINANCIAL SERVICES INC /ADV History No change 402,845 32,457 10.89% 10.89% 179 0 0.0% Q2 2026 Jul 17, 2026
Callan Family Office, LLC History No change 398,618 32,116 0.63% 0.63% 180 0 0.0% Q2 2026 Aug 11, 2026
Round Rock Advisors LLC History No change 396,501 31,946 4.11% 4.11% 181 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 395,974 31,903 1.38% 1.38% 182 0 0.0% Q2 2026 Jul 09, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 394,651 31,797 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 04, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 393,998 31,744 1.73% 1.73% 184 0 0.0% Q2 2026 Jul 27, 2026
Equity Wealth Partners, LLC History No change 388,640 31,312 11.25% 11.25% 185 0 0.0% Q2 2026 Jul 27, 2026
BCK Partners, Inc. History No change 388,334 31,288 15.08% 15.08% 186 0 0.0% Q2 2026 Jul 17, 2026
Integrated Capital Management, LLC History No change 385,590 31,067 11.19% 11.19% 187 0 0.0% Q2 2026 Jul 31, 2026
OneDigital Investment Advisors LLC History No change 382,493 30,817 0.26% 0.26% 188 0 0.0% Q2 2026 Aug 06, 2026
ProVise Management Group, LLC History No change 381,713 30,754 2.06% 2.06% 189 0 0.0% Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History No change 381,699 30,753 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 376,125 30,304 0.88% 0.88% 191 0 0.0% Q2 2026 Jul 30, 2026
Prosperity Consulting Group, LLC History No change 375,687 30,269 1.14% 1.14% 192 0 0.0% Q2 2026 Aug 13, 2026
Advantage Trust Co History No change 368,074 29,655 10.43% 10.43% 193 0 0.0% Q2 2026 Jul 17, 2026
Wolff Financial Management LLC History No change 367,145 29,580 5.9% 5.9% 194 0 0.0% Q2 2026 Jul 16, 2026
ST GERMAIN D J CO INC History No change 365,556 29,452 1.06% 1.06% 195 0 0.0% Q2 2026 Jul 21, 2026
COMMERCE BANK History No change 364,810 29,392 0.13% 0.13% 196 0 0.0% Q2 2026 Aug 12, 2026
Pacific Center for Financial Services History No change 363,455 29,283 6.53% 6.53% 197 0 0.0% Q2 2026 Aug 05, 2026
Trust Co of the South History No change 363,104 29,255 4.12% 4.12% 198 0 0.0% Q2 2026 Jul 01, 2026
Cornerstone Advisory, LLC History No change 361,971 29,164 2.42% 2.42% 199 0 0.0% Q2 2026 Jul 29, 2026
FIRST HORIZON CORP History No change 361,279 29,108 1.12% 1.12% 200 0 0.0% Q2 2026 Jul 20, 2026
Grey Fox Wealth Advisors, LLC History No change 356,445 28,718 4.51% 4.51% 201 0 0.0% Q2 2026 Jul 17, 2026
TECTONIC ADVISORS LLC History No change 355,628 28,652 1.38% 1.38% 202 0 0.0% Q2 2026 Jul 15, 2026
Pure Financial Advisors, LLC History No change 354,943 28,597 0.36% 0.36% 203 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 353,926 28,515 0.45% 0.45% 204 0 0.0% Q2 2026 Jul 22, 2026
Meridian Wealth Advisors, LLC History No change 349,947 28,195 3.2% 3.2% 205 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 348,997 28,118 0.39% 0.39% 206 0 0.0% Q2 2026 Aug 18, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 347,986 28,037 1.66% 1.66% 207 0 0.0% Q2 2026 Aug 10, 2026
American Financial Advisors, LLC History No change 341,288 27,497 3.31% 3.31% 208 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 340,514 27,435 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 13, 2026
Copper Harbor Investment Advisors, LLC History No change 336,762 27,132 5.74% 5.74% 210 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 335,429 27,025 0.23% 0.23% 211 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 331,122 26,678 0.84% 0.84% 212 0 0.0% Q2 2026 Jul 30, 2026
Marietta Wealth Management, LLC History No change 328,339 26,454 2.73% 2.73% 213 0 0.0% Q2 2026 Aug 03, 2026
Mason & Associates, LLC History No change 320,768 25,844 5.38% 5.38% 214 0 0.0% Q2 2026 Jul 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 319,355 25,730 1.93% 1.93% 215 0 0.0% Q2 2026 Aug 12, 2026
Gratus Wealth Advisors, LLC History No change 318,404 25,653 3.27% 3.27% 216 0 0.0% Q2 2026 Jul 20, 2026
HILLMAN CO History No change 316,332 25,486 9.02% 9.02% 217 0 0.0% Q2 2026 Jul 27, 2026
Grant Street Asset Management, Inc. History No change 314,353 25,327 4.15% 4.15% 218 0 0.0% Q2 2026 Aug 05, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 307,174 24,749 0.91% 0.91% 219 0 0.0% Q2 2026 Jul 16, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 306,530 24,697 1.81% 1.81% 220 0 0.0% Q2 2026 Aug 03, 2026
FIDELIS iM, LLC History No change 305,813 24,639 8.4% 8.4% 221 0 0.0% Q2 2026 Jul 22, 2026
Wellington Grp LLC History No change 305,255 24,594 6.51% 6.51% 222 0 0.0% Q2 2026 Aug 26, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 303,890 24,484 4.74% 4.74% 223 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 300,069 24,176 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
ARROW FINANCIAL CORP History No change 297,279 23,951 2.15% 2.15% 225 0 0.0% Q2 2026 Jul 31, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 295,340 23,795 0.29% 0.29% 226 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 294,808 23,764 0.44% 0.44% 227 0 0.0% Q2 2026 Jul 27, 2026
Simmons Bank History No change 291,810 23,511 1.34% 1.34% 228 0 0.0% Q2 2026 Jul 31, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 290,745 23,425 0.29% 0.29% 229 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 288,508 23,245 0.98% 0.98% 230 0 0.0% Q2 2026 Aug 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 288,214 23,221 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 286,793 23,106 2.42% 2.42% 232 0 0.0% Q2 2026 Jul 30, 2026
OPPENHEIMER & CO INC History No change 286,392 23,074 0.25% 0.25% 233 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 282,381 22,758 0.21% 0.21% 234 0 0.0% Q2 2026 Jul 24, 2026
Twele Capital Management, Inc. History No change 280,883 22,630 3.7% 3.7% 235 0 0.0% Q2 2026 Jul 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 280,851 22,628 0.56% 0.56% 236 0 0.0% Q2 2026 Jul 14, 2026
Jefferies Financial Group Inc. History No change 280,000 22,559 0.15% 0.15% 237 0 0.0% Q2 2026 Aug 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 279,499 22,519 0.25% 0.25% 238 0 0.0% Q2 2026 Jul 28, 2026
Ballentine Partners, LLC History No change 277,140 22,329 0.27% 0.27% 239 0 0.0% Q2 2026 Jul 17, 2026
AdvisorNet Financial, Inc History No change 274,531 22,118 1.01% 1.01% 240 0 0.0% Q2 2026 Jul 23, 2026
Sandy Cove Advisors, LLC History No change 272,085 21,921 5.48% 5.48% 241 0 0.0% Q2 2026 Jul 07, 2026
Veracity Capital LLC History No change 271,700 21,890 5.91% 5.91% 242 0 0.0% Q2 2026 Jul 10, 2026
Visionary Wealth Advisors History No change 267,589 21,559 0.85% 0.85% 243 0 0.0% Q2 2026 Aug 13, 2026
BURLING WEALTH PARTNERS, LLC History No change 267,337 21,539 3.15% 3.15% 244 0 0.0% Q2 2026 Aug 04, 2026
Next Level Wealth Planning, LLC History No change 266,078 21,437 9.44% 9.44% 245 0 0.0% Q2 2026 Jul 30, 2026
SAGE FINANCIAL GROUP INC History No change 262,271 21,131 1.17% 1.17% 246 0 0.0% Q2 2026 Jul 21, 2026
Seven Bridges Advisors LLC History No change 260,902 21,020 10.13% 10.13% 247 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 260,806 21,013 0.3% 0.3% 248 0 0.0% Q2 2026 Jul 27, 2026
Argent Trust Co History No change 259,899 20,940 0.6% 0.6% 249 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 259,117 20,877 0.42% 0.42% 250 0 0.0% Q2 2026 Jul 30, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 258,108 20,795 7.39% 7.39% 251 0 0.0% Q2 2026 Jul 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 257,116 20,715 0.81% 0.81% 252 0 0.0% Q2 2026 Aug 05, 2026
RTD Financial Advisors, Inc. History No change 256,666 20,679 2.26% 2.26% 253 0 0.0% Q2 2026 Jul 13, 2026
INTRUST BANK NA History No change 256,551 20,670 1.53% 1.53% 254 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 256,140 20,636 0.33% 0.33% 255 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 255,199 20,561 0.3% 0.3% 256 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 253,780 20,447 0.6% 0.6% 257 0 0.0% Q2 2026 Jul 06, 2026
AJ Advisors, LLC History No change 252,672 20,357 6.33% 6.33% 258 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 252,192 20,319 1.72% 1.72% 259 0 0.0% Q2 2026 Aug 14, 2026
RFG HOLDINGS, INC. History No change 250,995 20,222 4.24% 4.24% 260 0 0.0% Q2 2026 Jul 29, 2026
Kestra Investment Management, LLC History No change 246,644 19,872 0.38% 0.38% 261 0 0.0% Q2 2026 Aug 05, 2026
Goldstone Financial Group, LLC History No change 246,374 19,850 1.81% 1.81% 262 0 0.0% Q2 2026 Aug 11, 2026
Single Point Partners, LLC History No change 246,038 19,823 3.49% 3.49% 263 0 0.0% Q2 2026 Jul 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 242,254 19,518 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Serenity Investment Advisors History No change 236,070 19,482 8.3% 8.3% 265 0 0.0% Q2 2026 Aug 24, 2026
SAGE RHINO CAPITAL LLC History No change 241,513 19,458 3.15% 3.15% 266 0 0.0% Q2 2026 Aug 03, 2026
Caprock Group, LLC History No change 241,056 19,421 0.37% 0.37% 267 0 0.0% Q2 2026 Jul 27, 2026
Wedmont Private Capital History No change 237,501 19,223 0.53% 0.53% 268 0 0.0% Q2 2026 Jul 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 237,293 19,118 0.29% 0.29% 269 0 0.0% Q2 2026 Aug 03, 2026
CHOREO, LLC History No change 236,560 19,059 0.21% 0.21% 270 0 0.0% Q2 2026 Aug 04, 2026
Crane Advisory, LLC History No change 234,747 18,922 2.72% 2.72% 271 0 0.0% Q2 2026 Jul 17, 2026
Investments & Financial Planning, LLC History No change 234,793 18,917 8.96% 8.96% 272 0 0.0% Q2 2026 Aug 12, 2026
Praetorian Wealth Management, Inc. History No change 234,452 18,889 3.26% 3.26% 273 0 0.0% Q2 2026 Jul 07, 2026
Tribridge Partners Financial LLC History No change 232,373 18,824 7.38% 7.38% 274 0 0.0% Q2 2026 Aug 04, 2026
DORVAL Corp History No change 232,234 18,711 5.38% 5.38% 275 0 0.0% Q2 2026 Jul 24, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 232,111 18,696 3.52% 3.52% 276 0 0.0% Q2 2026 Jul 27, 2026
Sylvest Advisors, LLC History No change 231,722 18,669 8.42% 8.42% 277 0 0.0% Q2 2026 Jul 22, 2026
Napier Financial, LLC History No change 231,680 18,666 3.89% 3.89% 278 0 0.0% Q2 2026 Jul 31, 2026
EnRich Financial Partners LLC History No change 231,644 18,663 4.43% 4.43% 279 0 0.0% Q2 2026 Jul 27, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 230,294 18,555 0.51% 0.51% 280 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 230,052 18,535 0.25% 0.25% 281 0 0.0% Q2 2026 Aug 12, 2026
Riverview Capital Advisers, LLC History No change 229,186 18,465 5.29% 5.29% 282 0 0.0% Q2 2026 Aug 13, 2026
James J. Burns & Company, LLC History No change 229,088 18,457 2.0% 2.0% 283 0 0.0% Q2 2026 Aug 06, 2026
Asset Management Group, Inc. History No change 227,669 18,343 2.68% 2.68% 284 0 0.0% Q2 2026 Aug 14, 2026
Smith & Howard Wealth Management, LLC History No change 224,538 18,342 3.65% 3.65% 285 0 0.0% Q2 2026 Aug 03, 2026
CAHILL FINANCIAL ADVISORS INC History No change 227,260 18,310 1.76% 1.76% 286 0 0.0% Q2 2026 Aug 11, 2026
Sierra Capital LLC History No change 225,962 18,205 1.76% 1.76% 287 0 0.0% Q2 2026 Aug 13, 2026
Towerpoint Wealth, LLC History No change 224,580 18,094 6.26% 6.26% 288 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 67,067 17,959 0.3% 0.3% 289 0 0.0% Q2 2026 Aug 13, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 221,178 17,820 8.68% 8.68% 290 0 0.0% Q2 2026 Jul 24, 2026
Modera Wealth Management, LLC History No change 221,004 17,806 0.19% 0.19% 291 0 0.0% Q2 2026 Aug 03, 2026
Prospera Financial Services Inc History No change 220,163 17,744 0.26% 0.26% 292 0 0.0% Q2 2026 Jul 15, 2026
Core Wealth Advisors, Inc. History No change 218,118 17,573 3.53% 3.53% 293 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 217,921 17,557 0.27% 0.27% 294 0 0.0% Q2 2026 Aug 05, 2026
TriaGen Wealth Management LLC History No change 216,882 17,474 4.37% 4.37% 295 0 0.0% Q2 2026 Jul 21, 2026
Wealthcare Advisory Partners LLC History No change 216,504 17,443 0.33% 0.33% 296 0 0.0% Q2 2026 Jul 09, 2026
Avion Wealth History No change 214,461 17,279 3.22% 3.22% 297 0 0.0% Q2 2026 Jul 31, 2026
Brand Asset Management Group, Inc. History No change 214,332 17,268 3.82% 3.82% 298 0 0.0% Q2 2026 Aug 12, 2026
New Insight Wealth Advisors History No change 213,327 17,187 5.07% 5.07% 299 0 0.0% Q2 2026 Jul 27, 2026
jvl associates llc History No change 212,771 17,142 4.86% 4.86% 300 0 0.0% Q2 2026 Jul 06, 2026
Aspire Capital Advisors LLC History No change 212,442 17,116 3.33% 3.33% 301 0 0.0% Q2 2026 Aug 05, 2026
Financial Engines Advisors L.L.C. History No change 211,884 17,071 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 211,727 17,058 0.12% 0.12% 303 0 0.0% Q2 2026 Jul 23, 2026
Field & Main Bank History No change 210,819 16,985 3.5% 3.5% 304 0 0.0% Q2 2026 Aug 19, 2026
HUB Investment Partners, LLC History No change 209,037 16,842 0.3% 0.3% 305 0 0.0% Q2 2026 Jul 31, 2026
James Reed Financial Services, Inc. History No change 208,755 16,819 12.84% 12.84% 306 0 0.0% Q2 2026 Jul 16, 2026
Jackson, Grant Investment Advisers, Inc. History No change 208,499 16,798 5.22% 5.22% 307 0 0.0% Q2 2026 Jul 31, 2026
Advisory Services Network, LLC History No change 208,195 16,774 0.19% 0.19% 308 0 0.0% Q2 2026 Aug 12, 2026
MBM WEALTH CONSULTANTS, LLC History No change 207,708 16,735 3.23% 3.23% 309 0 0.0% Q2 2026 Jul 24, 2026
Scott Capital Advisors, LLC History No change 207,638 16,729 2.62% 2.62% 310 0 0.0% Q2 2026 Jul 10, 2026
J.W. COLE ADVISORS, INC. History No change 207,364 16,707 0.29% 0.29% 311 0 0.0% Q2 2026 Jul 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 207,314 16,703 0.97% 0.97% 312 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 206,970 16,675 0.2% 0.2% 313 0 0.0% Q2 2026 Aug 04, 2026
Roof Eidam Maycock Peralta, LLC History No change 206,711 16,654 3.28% 3.28% 314 0 0.0% Q2 2026 Jul 24, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 205,197 16,532 0.95% 0.95% 315 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 205,077 16,523 3.2% 3.2% 316 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 204,373 16,466 0.25% 0.25% 317 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 818,835 16,444 0.01% 0.01% 318 0 0.0% Q2 2026 Sep 09, 2026
Kingsview Wealth Management, LLC History No change 203,335 16,382 0.2% 0.2% 319 0 0.0% Q2 2026 Aug 18, 2026
Belpointe Asset Management LLC History No change 202,928 16,349 0.53% 0.53% 320 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Advisors, LLC History No change 202,880 16,346 0.9% 0.9% 321 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History No change 202,787 16,338 0.45% 0.45% 322 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 202,516 16,316 0.3% 0.3% 323 0 0.0% Q2 2026 Aug 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 202,011 16,276 0.78% 0.78% 324 0 0.0% Q2 2026 Jul 23, 2026
Forum Private Client Group LLC History No change 201,349 16,222 4.83% 4.83% 325 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 201,022 16,196 0.07% 0.07% 326 0 0.0% Q2 2026 Aug 13, 2026
Tarbox Family Office, Inc. History No change 200,702 16,170 2.32% 2.32% 327 0 0.0% Q2 2026 Aug 03, 2026
Fee-Only Financial Planning, L.C. History No change 200,192 16,129 8.64% 8.64% 328 0 0.0% Q2 2026 Jul 29, 2026
Financial Futures Ltd Liability Co. History No change 199,782 16,096 6.13% 6.13% 329 0 0.0% Q2 2026 Jul 27, 2026
Roundview Capital LLC History No change 199,759 16,094 0.88% 0.88% 330 0 0.0% Q2 2026 Jul 30, 2026
Freedom Financial Partners LLC History No change 199,503 16,073 5.24% 5.24% 331 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 197,934 15,947 0.06% 0.06% 332 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 196,920 15,865 1.15% 1.15% 333 0 0.0% Q2 2026 Aug 14, 2026
Whelan Financial History No change 196,652 15,844 4.31% 4.31% 334 0 0.0% Q2 2026 Jul 24, 2026
Somnio Financial Group, LLC History No change 196,176 15,805 9.36% 9.36% 335 0 0.0% Q2 2026 Jul 06, 2026
ForthRight Wealth Management, LLC History No change 196,127 15,801 4.04% 4.04% 336 0 0.0% Q2 2026 Aug 07, 2026
STALEY CAPITAL ADVISERS INC History No change 195,749 15,771 0.61% 0.61% 337 0 0.0% Q2 2026 Aug 11, 2026
JNBA Financial Advisors History No change 195,423 15,745 1.19% 1.19% 338 0 0.0% Q2 2026 Jul 23, 2026
Aries Wealth Management History No change 195,021 15,712 3.09% 3.09% 339 0 0.0% Q2 2026 Jul 24, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 194,339 15,657 4.87% 4.87% 340 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 193,746 15,610 0.2% 0.2% 341 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 193,621 15,600 1.75% 1.75% 342 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 193,289 15,573 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History No change 189,951 15,304 0.34% 0.34% 344 0 0.0% Q2 2026 Aug 05, 2026
Wheelhouse Advisory Group LLC History No change 189,521 15,269 4.31% 4.31% 345 0 0.0% Q2 2026 Jul 23, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 188,657 15,200 7.59% 7.59% 346 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 186,520 15,027 0.16% 0.16% 347 0 0.0% Q2 2026 Aug 03, 2026
Black Diamond Financial, LLC History No change 186,080 14,992 1.32% 1.32% 348 0 0.0% Q2 2026 Aug 04, 2026
BTG Pactual Asset Management US LLC History No change 184,581 14,871 0.92% 0.92% 349 0 0.0% Q2 2026 Aug 14, 2026
Pearl Planning LLC History No change 183,166 14,757 6.79% 6.79% 350 0 0.0% Q2 2026 Jul 21, 2026
Acropolis Investment Management, LLC History No change 182,231 14,682 0.58% 0.58% 351 0 0.0% Q2 2026 Jul 16, 2026
Rossmore Private Capital History No change 182,172 14,677 1.19% 1.19% 352 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 182,169 14,677 3.76% 3.76% 353 0 0.0% Q2 2026 Jul 21, 2026
Zuckerman Investment Group, LLC History No change 182,044 14,667 1.24% 1.24% 354 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 48,158 14,580 3.99% 3.99% 355 0 0.0% Q2 2026 Jul 24, 2026
Gibraltar Capital Management, Inc. History No change 178,918 14,415 2.22% 2.22% 356 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 178,717 14,399 0.12% 0.12% 357 0 0.0% Q2 2026 Sep 23, 2026
Ironsides Asset Advisors, LLC History No change 175,680 14,154 3.32% 3.32% 358 0 0.0% Q2 2026 Aug 12, 2026
GILL CAPITAL PARTNERS, LLC History No change 172,692 13,919 3.69% 3.69% 359 0 0.0% Q2 2026 Aug 20, 2026
CPA Asset Management Group, LLC History No change 172,265 13,879 4.0% 4.0% 360 0 0.0% Q2 2026 Jul 09, 2026
Texas Yale Capital Corp. History No change 171,479 13,816 0.3% 0.3% 361 0 0.0% Q2 2026 Aug 12, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 171,084 13,784 0.75% 0.75% 362 0 0.0% Q2 2026 Aug 10, 2026
Beirne Wealth Consulting Services, LLC History No change 169,648 13,668 2.72% 2.72% 363 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 169,118 13,625 0.15% 0.15% 364 0 0.0% Q2 2026 Aug 10, 2026
Texas Capital Bank Wealth Management Services Inc History No change 168,304 13,560 0.73% 0.73% 365 0 0.0% Q2 2026 Aug 07, 2026
Fort Point Capital Partners LLC History No change 168,230 13,554 0.94% 0.94% 366 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 168,086 13,542 2.93% 2.93% 367 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 166,541 13,418 0.26% 0.26% 368 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Advisors, LLC History No change 165,734 13,353 4.34% 4.34% 369 0 0.0% Q2 2026 Jul 09, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 165,601 13,339 8.66% 8.66% 370 0 0.0% Q2 2026 Aug 11, 2026
COZAD ASSET MANAGEMENT INC History No change 164,559 13,258 0.86% 0.86% 371 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 164,474 13,251 0.22% 0.22% 372 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 164,430 13,248 0.2% 0.2% 373 0 0.0% Q2 2026 Aug 10, 2026
MOR Wealth Management, LLC History No change 164,252 13,233 5.27% 5.27% 374 0 0.0% Q2 2026 Aug 06, 2026
Koenig Investment Advisory, LLC History No change 164,059 13,218 10.27% 10.27% 375 0 0.0% Q2 2026 Jul 16, 2026
JDM Financial Group LLC History No change 229,896 13,172 4.5% 4.5% 376 0 0.0% Q2 2026 Aug 17, 2026
Diversify Advisory Services, LLC History No change 161,082 13,049 0.22% 0.22% 377 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 161,082 13,049 0.22% 0.22% 378 0 0.0% Q2 2026 Jul 29, 2026
MGO ONE SEVEN LLC History No change 161,429 13,006 0.21% 0.21% 379 0 0.0% Q2 2026 Jul 31, 2026
BAILARD, INC. History No change 160,943 12,967 0.26% 0.26% 380 0 0.0% Q2 2026 Jul 30, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 160,855 12,960 1.54% 1.54% 381 0 0.0% Q2 2026 Aug 05, 2026
Noble Family Wealth, LLC History No change 160,836 12,958 2.32% 2.32% 382 0 0.0% Q2 2026 Aug 04, 2026
VSM Wealth Advisory, LLC History No change 160,789 12,954 3.44% 3.44% 383 0 0.0% Q2 2026 Jul 22, 2026
Councilor Wealth, LLC History No change 160,350 12,919 5.23% 5.23% 384 0 0.0% Q2 2026 Jul 21, 2026
Whitegate Investment Counselors, Inc. History No change 159,726 12,869 3.66% 3.66% 385 0 0.0% Q2 2026 Aug 10, 2026
Arkos Global Advisors History No change 158,081 12,737 1.51% 1.51% 386 0 0.0% Q2 2026 Aug 14, 2026
SFM, LLC History No change 157,364 12,678 6.5% 6.5% 387 0 0.0% Q2 2026 Jul 07, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 157,232 12,668 0.85% 0.85% 388 0 0.0% Q2 2026 Jul 20, 2026
HOWE & RUSLING INC History No change 156,667 12,622 0.73% 0.73% 389 0 0.0% Q2 2026 Aug 10, 2026
First Bancorp, Inc /ME/ History No change 156,039 12,572 4.96% 4.96% 390 0 0.0% Q2 2026 Aug 11, 2026
WEST BANCORPORATION INC History No change 155,999 12,568 5.37% 5.37% 391 0 0.0% Q2 2026 Jul 23, 2026
Vanguard National Trust Co History No change 155,880 12,559 0.68% 0.68% 392 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 155,239 12,507 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 14, 2026
Ruggaard & Associates LLC History No change 152,542 12,290 4.41% 4.41% 394 0 0.0% Q2 2026 Aug 17, 2026
WASHINGTON TRUST BANK History No change 152,150 12,258 0.86% 0.86% 395 0 0.0% Q2 2026 Aug 05, 2026
Red Wave Investments LLC History No change 152,126 12,256 3.11% 3.11% 396 0 0.0% Q2 2026 Aug 05, 2026
Cedar Point Capital Partners, LLC History No change 152,109 12,255 7.05% 7.05% 397 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Partners, LTD. History No change 151,599 12,214 0.12% 0.12% 398 0 0.0% Q2 2026 Aug 11, 2026
Capital Planning LLC History No change 150,538 12,128 3.53% 3.53% 399 0 0.0% Q2 2026 Jul 22, 2026
4Thought Financial Group Inc. History No change 150,486 12,124 5.7% 5.7% 400 0 0.0% Q2 2026 Jul 28, 2026
Odyssey Group, LLC History No change 149,810 12,070 3.27% 3.27% 401 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 149,533 12,048 0.81% 0.81% 402 0 0.0% Q2 2026 Aug 07, 2026
Sigma Planning Corp History No change 148,820 11,990 0.3% 0.3% 403 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIENT ADVISORS LLC History No change 148,381 11,955 1.71% 1.71% 404 0 0.0% Q2 2026 Aug 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 148,068 11,929 0.8% 0.8% 405 0 0.0% Q2 2026 Jul 20, 2026
Legend Financial Advisors, Inc. History No change 147,466 11,881 6.75% 6.75% 406 0 0.0% Q2 2026 Jul 20, 2026
Valmark Advisers, Inc. History No change 147,067 11,849 0.13% 0.13% 407 0 0.0% Q2 2026 Aug 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 146,479 11,801 0.29% 0.29% 408 0 0.0% Q2 2026 Jul 31, 2026
STAR Financial Bank History No change 146,358 11,792 4.8% 4.8% 409 0 0.0% Q2 2026 Aug 07, 2026
Beacon Financial Strategies CORP History No change 145,415 11,716 5.82% 5.82% 410 0 0.0% Q2 2026 Jul 08, 2026
IF Advisors, LLC History No change 144,156 11,614 7.63% 7.63% 411 0 0.0% Q2 2026 Aug 13, 2026
SAPIENT CAPITAL LLC History No change 143,867 11,591 0.15% 0.15% 412 0 0.0% Q2 2026 Jul 09, 2026
ANDERSON HOAGLAND & CO History No change 143,723 11,579 0.91% 0.91% 413 0 0.0% Q2 2026 Jul 06, 2026
David Kennon Inc History No change 143,679 11,576 3.83% 3.83% 414 0 0.0% Q2 2026 Jul 22, 2026
Bank of New Hampshire History No change 143,545 11,565 2.41% 2.41% 415 0 0.0% Q2 2026 Jul 14, 2026
F/m Investments LLC History No change 142,871 11,511 0.58% 0.58% 416 0 0.0% Q2 2026 Aug 05, 2026
Advisor OS, LLC History No change 142,783 11,503 0.77% 0.77% 417 0 0.0% Q2 2026 Aug 05, 2026
Financial Management Professionals, Inc. History No change 140,360 11,308 1.07% 1.07% 418 0 0.0% Q2 2026 Jul 09, 2026
FIRST UNITED BANK & TRUST History No change 140,053 11,284 3.25% 3.25% 419 0 0.0% Q2 2026 Jul 20, 2026
Uptown Financial Advisors LLC History No change 139,720 11,257 7.41% 7.41% 420 0 0.0% Q2 2026 Jul 10, 2026
Legacy Wealth Partners, LLC History No change 139,681 11,254 2.53% 2.53% 421 0 0.0% Q2 2026 Jul 22, 2026
Prosperitas Financial LLC History No change 139,557 11,244 3.6% 3.6% 422 0 0.0% Q2 2026 Aug 19, 2026
MJP ASSOCIATES INC /ADV History No change 139,485 11,238 1.23% 1.23% 423 0 0.0% Q2 2026 Aug 11, 2026
O'Connor Financial Group LLC History No change 138,964 11,196 3.96% 3.96% 424 0 0.0% Q2 2026 Jul 17, 2026
Addis & Hill, Inc History No change 138,549 11,162 6.15% 6.15% 425 0 0.0% Q2 2026 Jul 07, 2026
McClarren Financial Advisors, Inc. History No change 138,074 11,124 5.75% 5.75% 426 0 0.0% Q2 2026 Jul 17, 2026
Summit Trail Advisors, LLC History No change 136,774 11,019 0.14% 0.14% 427 0 0.0% Q2 2026 Aug 11, 2026
Daner Wealth Management, LLC History No change 130,723 11,012 5.97% 5.97% 428 0 0.0% Q2 2026 Aug 14, 2026
KEYVANTAGE WEALTH, LLC History No change 136,506 10,998 4.16% 4.16% 429 0 0.0% Q2 2026 Aug 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 136,457 10,994 0.93% 0.93% 430 0 0.0% Q2 2026 Jul 07, 2026
XML Financial, LLC History No change 136,272 10,979 0.8% 0.8% 431 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 136,054 10,961 0.17% 0.17% 432 0 0.0% Q2 2026 Aug 14, 2026
UPTICK PARTNERS, LLC History No change 135,516 10,918 1.7% 1.7% 433 0 0.0% Q2 2026 Aug 10, 2026
BEAM WEALTH ADVISORS, INC. History No change 135,400 10,909 2.41% 2.41% 434 0 0.0% Q2 2026 Jul 29, 2026
Houlihan Financial Resource Group, Ltd. History No change 135,089 10,884 3.88% 3.88% 435 0 0.0% Q2 2026 Aug 10, 2026
Adelphi Trust Co History No change 135,021 10,878 7.22% 7.22% 436 0 0.0% Q2 2026 Jul 01, 2026
TrueWealth Financial Partners History No change 133,846 10,783 4.46% 4.46% 437 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 133,701 10,772 0.13% 0.13% 438 0 0.0% Q2 2026 Jul 22, 2026
Chesley Taft & Associates LLC History No change 133,449 10,751 0.42% 0.42% 439 0 0.0% Q2 2026 Jul 08, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 133,434 10,750 2.58% 2.58% 440 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 132,503 10,669 0.3% 0.3% 441 0 0.0% Q2 2026 Aug 07, 2026
Silverleafe Capital Partners, LLC History Reduced 135,805 10,649 3.03% 3.04% 442 -2,608 -1.88% Q3 2026 Oct 02, 2026
Atria Investments, Inc History No change 131,755 10,615 0.11% 0.11% 443 0 0.0% Q2 2026 Jul 28, 2026
GFS Advisors, LLC History No change 1,416 10,562 1.11% 1.11% 444 0 0.0% Q2 2026 Aug 04, 2026
Retirement Management Systems Inc. History No change 130,732 10,533 2.16% 2.16% 445 0 0.0% Q2 2026 Jul 21, 2026
Gemmer Asset Management LLC History No change 130,687 10,529 0.71% 0.71% 446 0 0.0% Q2 2026 Jul 15, 2026
Dakota Wealth Management History No change 130,624 10,524 0.2% 0.2% 447 0 0.0% Q2 2026 Aug 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 130,553 10,518 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 28, 2026
TD Capital Management LLC History No change 129,727 10,452 0.85% 0.85% 449 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 129,724 10,451 3.13% 3.13% 450 0 0.0% Q2 2026 Jul 07, 2026
LOWE BROCKENBROUGH & CO INC History No change 128,334 10,339 0.46% 0.46% 451 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Asset Management, LLC History No change 128,639 10,324 0.99% 0.99% 452 0 0.0% Q2 2026 Aug 11, 2026
CRA Financial Services, LLC History No change 128,063 10,318 1.19% 1.19% 453 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 127,670 10,286 1.34% 1.34% 454 0 0.0% Q2 2026 Aug 13, 2026
KFA Private Wealth Group, LLC History No change 127,446 10,268 2.47% 2.47% 455 0 0.0% Q2 2026 Jul 28, 2026
Apollon Wealth Management, LLC History No change 127,256 10,253 0.12% 0.12% 456 0 0.0% Q2 2026 Jul 22, 2026
WARNER FINANCIAL, INC History No change 126,727 10,210 3.0% 3.0% 457 0 0.0% Q2 2026 Jul 09, 2026
Caldwell Trust Co History No change 126,411 10,184 0.82% 0.82% 458 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 126,378 10,182 0.19% 0.19% 459 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 125,462 10,108 0.56% 0.56% 460 0 0.0% Q2 2026 Aug 04, 2026
Bridgewealth Advisory Group, LLC History No change 125,138 10,082 1.9% 1.9% 461 0 0.0% Q2 2026 Jul 27, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 124,587 10,038 1.79% 1.79% 462 0 0.0% Q2 2026 Jul 21, 2026
Sowell Financial Services LLC History No change 124,472 10,028 0.33% 0.33% 463 0 0.0% Q2 2026 Jul 17, 2026
Wealth Science Advisors LLC History No change 123,665 9,963 4.43% 4.43% 464 0 0.0% Q2 2026 Jul 08, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 122,744 9,889 0.14% 0.14% 465 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 122,741 9,889 0.47% 0.47% 466 0 0.0% Q2 2026 Aug 11, 2026
Envision Financial LLC History No change 122,683 9,884 4.55% 4.55% 467 0 0.0% Q2 2026 Jul 10, 2026
GreatBanc Trust CO History No change 122,595 9,877 6.13% 6.13% 468 0 0.0% Q2 2026 Jul 29, 2026
McNaughton Wealth Management, LLC History No change 122,492 9,869 3.5% 3.5% 469 0 0.0% Q2 2026 Jul 07, 2026
Grove Bank & Trust History No change 122,447 9,865 0.98% 0.98% 470 0 0.0% Q2 2026 Jul 07, 2026
PARK AVENUE SECURITIES LLC History No change 122,426 9,864 0.06% 0.06% 471 0 0.0% Q2 2026 Jul 20, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 122,425 9,863 0.81% 0.81% 472 0 0.0% Q2 2026 Jul 16, 2026
Cordoba Advisory Partners LLC History No change 120,997 9,777 2.07% 2.07% 473 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 120,581 9,715 0.31% 0.31% 474 0 0.0% Q2 2026 Jul 27, 2026
Operose Advisors LLC History No change 119,495 9,627 1.86% 1.86% 475 0 0.0% Q2 2026 Aug 13, 2026
Sagace Wealth Management LLC History No change 119,074 9,593 6.02% 6.02% 476 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY ADVISORS, INC. History No change 118,444 9,543 6.42% 6.42% 477 0 0.0% Q2 2026 Jul 24, 2026
NewCorp Financial Services, Inc. History No change 118,055 9,511 7.28% 7.28% 478 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 117,712 9,484 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 14, 2026
Principle Wealth Partners LLC History No change 116,717 9,403 0.46% 0.46% 480 0 0.0% Q2 2026 Aug 07, 2026
Ellevest, Inc. History No change 175,606 9,395 1.11% 1.11% 481 0 0.0% Q2 2026 Aug 10, 2026
Alliance Private Wealth, LLC History No change 116,476 9,384 3.26% 3.26% 482 0 0.0% Q2 2026 Jul 09, 2026
HEADINVEST, LLC History No change 115,878 9,336 1.74% 1.74% 483 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 115,258 9,286 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 03, 2026
Arbor Wealth Management LLC\AZ History No change 115,220 9,283 8.25% 8.25% 485 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 115,133 9,276 0.26% 0.26% 486 0 0.0% Q2 2026 Aug 10, 2026
Johnson Bixby & Associates, LLC History No change 114,925 9,259 1.03% 1.03% 487 0 0.0% Q2 2026 Jul 16, 2026
Fonville Wealth Management LLC History No change 114,370 9,214 1.5% 1.5% 488 0 0.0% Q2 2026 Jul 28, 2026
Essex Financial Services, Inc. History No change 114,345 9,212 0.46% 0.46% 489 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 114,318 9,210 0.95% 0.95% 490 0 0.0% Q2 2026 Jul 27, 2026
KTF INVESTMENTS, LLC History No change 114,066 9,190 0.93% 0.93% 491 0 0.0% Q2 2026 Aug 10, 2026
Kagan Cocozza Asset Management History No change 113,577 9,150 5.73% 5.73% 492 0 0.0% Q2 2026 Aug 06, 2026
Horizon Family Wealth, Inc. History No change 113,473 9,142 4.17% 4.17% 493 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 113,358 9,133 0.0% 0.0% 494 0 0.0% Q2 2026 Sep 02, 2026
Maia Wealth LLC History No change 113,071 9,110 1.34% 1.34% 495 0 0.0% Q2 2026 Jul 28, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 113,010 9,105 0.34% 0.34% 496 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 112,719 9,081 3.95% 3.95% 497 0 0.0% Q2 2026 Aug 14, 2026
Trinity Financial Advisors LLC History No change 112,298 9,047 2.33% 2.33% 498 0 0.0% Q2 2026 Jul 06, 2026
Verus Financial Partners, Inc. History No change 112,168 9,037 0.77% 0.77% 499 0 0.0% Q2 2026 Jul 21, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 114,751 8,998 2.42% 2.57% 500 -7,008 -5.76% Q3 2026 Oct 02, 2026
Capital Investment Advisory Services, LLC History No change 110,890 8,934 0.55% 0.55% 501 0 0.0% Q2 2026 Jul 23, 2026
Creekside Partners History No change 110,797 8,926 3.23% 3.23% 502 0 0.0% Q2 2026 Jul 30, 2026
First PREMIER Bank History No change 110,588 8,910 1.44% 1.44% 503 0 0.0% Q2 2026 Jul 15, 2026
Strategic Investment Advisors / MI History No change 110,076 8,868 0.54% 0.54% 504 0 0.0% Q2 2026 Aug 14, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 109,191 8,797 1.07% 1.07% 505 0 0.0% Q2 2026 Jul 27, 2026
NWAM LLC History No change 109,166 8,795 0.44% 0.44% 506 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 107,900 8,693 0.35% 0.35% 507 0 0.0% Q2 2026 Jul 27, 2026
Accredited Investors Inc. History No change 107,802 8,685 0.38% 0.38% 508 0 0.0% Q2 2026 Jul 21, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 107,137 8,632 1.28% 1.28% 509 0 0.0% Q2 2026 Aug 13, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 107,072 8,626 1.75% 1.75% 510 0 0.0% Q2 2026 Aug 14, 2026
UNITED BANK History No change 106,970 8,618 1.01% 1.01% 511 0 0.0% Q2 2026 Jul 30, 2026
Rooted Wealth Advisors, Inc. History No change 106,801 8,604 2.11% 2.11% 512 0 0.0% Q2 2026 Jul 28, 2026
INTEGRITY ALLIANCE, LLC. History No change 105,737 8,519 0.27% 0.27% 513 0 0.0% Q2 2026 Jul 31, 2026
Cannon Capital Management, Inc. History No change 104,867 8,449 7.18% 7.18% 514 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 104,522 8,421 0.08% 0.08% 515 0 0.0% Q2 2026 Aug 07, 2026
WASHINGTON TRUST Co History No change 104,130 8,389 0.26% 0.26% 516 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 103,856 8,367 0.81% 0.81% 517 0 0.0% Q2 2026 Jul 22, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 103,627 8,349 0.38% 0.38% 518 0 0.0% Q2 2026 Jul 24, 2026
Family Investment Center, Inc. History No change 103,618 8,348 1.39% 1.39% 519 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 109,210 8,334 0.18% 0.18% 520 0 0.0% Q2 2026 Jul 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 102,610 8,266 0.05% 0.05% 521 0 0.0% Q2 2026 Aug 14, 2026
HighRoad Wealth Advisors, LLC History No change 102,596 8,266 6.97% 6.97% 522 0 0.0% Q2 2026 Jul 21, 2026
Randall & Associates Wealth Management History No change 102,539 8,261 5.11% 5.11% 523 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial Wealth Advisors, LLC History No change 102,256 8,238 1.05% 1.05% 524 0 0.0% Q2 2026 Jul 15, 2026
Smith Partners Wealth Management, LLC History No change 101,775 8,199 6.52% 6.52% 525 0 0.0% Q2 2026 Aug 10, 2026
Francis Financial, Inc. History No change 101,619 8,187 1.34% 1.34% 526 0 0.0% Q2 2026 Aug 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 101,392 8,169 1.99% 1.99% 527 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 101,278 8,159 0.32% 0.32% 528 0 0.0% Q2 2026 Aug 14, 2026
Custos Family Office, LLC History No change 100,954 8,133 4.87% 4.87% 529 0 0.0% Q2 2026 Aug 19, 2026
IFS Advisors, LLC History No change 100,813 8,122 3.89% 3.89% 530 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Management, Inc. History No change 100,752 8,117 1.17% 1.17% 531 0 0.0% Q2 2026 Jul 16, 2026
Gilman Hill Asset Management, LLC History No change 100,684 8,112 1.11% 1.11% 532 0 0.0% Q2 2026 Jul 09, 2026
Prime Capital Investment Advisors, LLC History No change 100,607 8,105 0.08% 0.08% 533 0 0.0% Q2 2026 Aug 05, 2026
McAdam, LLC History No change 100,365 8,086 0.31% 0.31% 534 0 0.0% Q2 2026 Aug 04, 2026
Plus Group Wealth Advisors LLC History No change 99,760 8,037 7.56% 7.56% 535 0 0.0% Q2 2026 Jul 13, 2026
Coastal Bridge Advisors, LLC History No change 99,235 7,995 0.49% 0.49% 536 0 0.0% Q2 2026 Aug 17, 2026
Tidal Investments LLC History No change 98,590 7,943 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 98,083 7,902 2.07% 2.07% 538 0 0.0% Q2 2026 Aug 10, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 97,518 7,857 0.92% 0.92% 539 0 0.0% Q2 2026 Aug 13, 2026
NWM ADVISORS, LLC History No change 97,027 7,817 6.16% 6.16% 540 0 0.0% Q2 2026 Aug 28, 2026
TICINO WEALTH History No change 96,948 7,811 2.46% 2.46% 541 0 0.0% Q2 2026 Jul 20, 2026
HARBOR ADVISORY CORP /MA/ History No change 96,844 7,802 2.09% 2.09% 542 0 0.0% Q2 2026 Aug 13, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 95,219 7,671 1.01% 1.01% 543 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 95,092 7,661 0.14% 0.14% 544 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 94,980 7,652 0.88% 0.88% 545 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 94,865 7,643 0.22% 0.22% 546 0 0.0% Q2 2026 Jul 07, 2026
Cascade Financial Partners, LLC History No change 94,784 7,636 0.66% 0.66% 547 0 0.0% Q2 2026 Aug 04, 2026
CULBERTSON A N & CO INC History No change 94,528 7,616 0.89% 0.89% 548 0 0.0% Q2 2026 Jul 29, 2026
S.A. Mason LLC History No change 94,023 7,575 2.33% 2.33% 549 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 94,016 7,574 0.77% 0.77% 550 0 0.0% Q2 2026 Aug 13, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 93,970 7,571 3.71% 3.71% 551 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 93,854 7,561 0.45% 0.45% 552 0 0.0% Q2 2026 Aug 04, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 93,201 7,509 0.5% 0.5% 553 0 0.0% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 93,080 7,499 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 92,889 7,484 1.61% 1.61% 555 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 92,184 7,427 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 92,159 7,425 3.13% 3.13% 557 0 0.0% Q2 2026 Jul 13, 2026
Marathon Wealth Advisors LLC History No change 91,722 7,390 2.53% 2.53% 558 0 0.0% Q2 2026 Sep 11, 2026
Continuum Advisory, LLC History No change 91,580 7,378 0.6% 0.6% 559 0 0.0% Q2 2026 Aug 06, 2026
Hidden Cove Wealth Management, LLC History No change 91,483 7,370 4.06% 4.06% 560 0 0.0% Q2 2026 Jul 21, 2026
Cascades Capital Asset Management, LLC History No change 91,111 7,340 2.71% 2.71% 561 0 0.0% Q2 2026 Aug 14, 2026
Blackston Financial Advisory Group, LLC History No change 91,100 7,339 4.14% 4.14% 562 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 90,510 7,292 0.34% 0.34% 563 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 89,687 7,226 0.89% 0.89% 564 0 0.0% Q2 2026 Jul 10, 2026
Farrell Financial LLC History No change 88,547 7,134 3.86% 3.86% 565 0 0.0% Q2 2026 Jul 10, 2026
Capital Advantage, Inc. History No change 88,538 7,133 0.87% 0.87% 566 0 0.0% Q2 2026 Jul 13, 2026
Harpswell Capital Advisors, LLC History No change 88,164 7,103 4.56% 4.56% 567 0 0.0% Q2 2026 Aug 05, 2026
STEPH & CO History No change 87,875 7,080 1.79% 1.79% 568 0 0.0% Q2 2026 Jul 16, 2026
BEARING POINT CAPITAL, LLC History No change 87,718 7,067 0.95% 0.95% 569 0 0.0% Q2 2026 Aug 11, 2026
Latko Wealth Management, Ltd. History No change 87,157 7,022 2.98% 2.98% 570 0 0.0% Q2 2026 Jul 24, 2026
Spectrum Investment Advisors, Inc. History No change 86,954 7,005 2.86% 2.86% 571 0 0.0% Q2 2026 Jul 30, 2026
BRIGHTON SECURITIES CORP. History No change 85,580 6,895 2.96% 2.96% 572 0 0.0% Q2 2026 Jul 07, 2026
Perigon Wealth Management, LLC History No change 85,222 6,866 0.11% 0.11% 573 0 0.0% Q2 2026 Aug 07, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 84,260 6,788 1.4% 1.4% 574 0 0.0% Q2 2026 Jul 07, 2026
Mason & Associates Inc History No change 84,183 6,782 1.1% 1.1% 575 0 0.0% Q2 2026 Jul 23, 2026
Mystic Asset Management, Inc. History No change 83,999 6,767 1.45% 1.45% 576 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 83,852 6,755 0.28% 0.28% 577 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ADVISERS INC History No change 83,608 6,736 0.02% 0.02% 578 0 0.0% Q2 2026 Aug 13, 2026
Holos Integrated Wealth LLC History No change 83,406 6,723 3.14% 3.14% 579 0 0.0% Q2 2026 Jul 15, 2026
Calamos Wealth Management LLC History No change 82,864 6,676 0.2% 0.2% 580 0 0.0% Q2 2026 Jul 31, 2026
AMARA FINANCIAL, LLC. History No change 82,834 6,673 3.99% 3.99% 581 0 0.0% Q2 2026 Aug 07, 2026
Colorado Capital Management, Inc. History No change 82,492 6,646 2.27% 2.27% 582 0 0.0% Q2 2026 Jul 08, 2026
Hexagon Capital Partners LLC History No change 82,452 6,643 0.93% 0.93% 583 0 0.0% Q2 2026 Aug 06, 2026
Rose Capital Advisors LLC History No change 82,236 6,625 3.32% 3.32% 584 0 0.0% Q2 2026 Aug 07, 2026
Weil Company, Inc. History No change 81,846 6,594 1.16% 1.16% 585 0 0.0% Q2 2026 Aug 05, 2026
Great Lakes Retirement, Inc. History No change 81,728 6,584 0.58% 0.58% 586 0 0.0% Q2 2026 Jul 30, 2026
MBL Wealth, LLC History No change 81,658 6,579 0.45% 0.45% 587 0 0.0% Q2 2026 Jul 15, 2026
Savvy Advisors, Inc. History No change 81,640 6,577 0.14% 0.14% 588 0 0.0% Q2 2026 Aug 03, 2026
FIRST FINANCIAL CORP /IN/ History No change 81,406 6,558 2.27% 2.27% 589 0 0.0% Q2 2026 Jul 07, 2026
Krane Financial Solutions LLC History No change 81,379 6,556 4.04% 4.04% 590 0 0.0% Q2 2026 Aug 12, 2026
Patriot Financial Group Insurance Agency, LLC History No change 81,349 6,553 0.67% 0.67% 591 0 0.0% Q2 2026 Jul 16, 2026
SCS Capital Management LLC History No change 80,882 6,516 0.06% 0.06% 592 0 0.0% Q2 2026 Aug 06, 2026
Destiny Wealth Partners, LLC History No change 79,792 6,459 0.91% 0.91% 593 0 0.0% Q2 2026 Aug 07, 2026
Kendall Capital Management History No change 80,166 6,458 1.08% 1.08% 594 0 0.0% Q2 2026 Aug 12, 2026
Capital Management Associates, Inc History No change 80,127 6,455 1.3% 1.3% 595 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Financial Group, LLC / IL History No change 79,792 6,428 1.57% 1.57% 596 0 0.0% Q2 2026 Jul 30, 2026
Retirement Planning Group, LLC History No change 79,600 6,413 0.16% 0.16% 597 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 79,154 6,377 0.2% 0.2% 598 0 0.0% Q2 2026 Jul 09, 2026
RKL Wealth Management LLC History No change 79,142 6,376 0.51% 0.51% 599 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 79,059 6,369 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 04, 2026
MATHER GROUP, LLC. History No change 78,837 6,351 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 27, 2026
Narus Financial Partners, LLC History No change 78,625 6,334 1.63% 1.63% 602 0 0.0% Q2 2026 Jul 31, 2026
Accelerate Investment Advisors LLC History No change 78,300 6,308 3.62% 3.62% 603 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Group History No change 78,152 6,296 0.37% 0.37% 604 0 0.0% Q2 2026 Jul 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 77,811 6,269 1.25% 1.25% 605 0 0.0% Q2 2026 Jul 22, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 77,658 6,256 2.13% 2.13% 606 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Wealth Management Group, Inc. History No change 77,490 6,243 2.91% 2.91% 607 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 76,788 6,186 0.22% 0.22% 608 0 0.0% Q2 2026 Aug 12, 2026
FIRST MERCHANTS CORP History No change 76,359 6,152 0.22% 0.22% 609 0 0.0% Q2 2026 Jul 15, 2026
MERIDIAN MANAGEMENT CO History No change 76,037 6,126 1.37% 1.37% 610 0 0.0% Q2 2026 Aug 04, 2026
RETIREMENT GUYS FORMULA LLC History No change 75,977 6,121 2.3% 2.3% 611 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 75,258 6,096 2.23% 2.23% 612 0 0.0% Q2 2026 Jul 28, 2026
Orin Green Financial, LLC History No change 75,582 6,089 2.25% 2.25% 613 0 0.0% Q2 2026 Jul 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 75,385 6,073 0.35% 0.35% 614 0 0.0% Q2 2026 Jul 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 75,380 6,073 0.34% 0.34% 615 0 0.0% Q2 2026 Aug 14, 2026
Ehrenkranz Partners L.P. History No change 75,003 6,043 3.49% 3.49% 616 0 0.0% Q2 2026 Aug 14, 2026
Greenbush Financial Group, LLC History No change 74,958 6,039 1.78% 1.78% 617 0 0.0% Q2 2026 Jul 21, 2026
BKM Wealth Management, LLC History No change 74,696 6,018 2.13% 2.13% 618 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 74,600 6,010 0.09% 0.09% 619 0 0.0% Q2 2026 Jul 15, 2026
CITY HOLDING CO History No change 74,438 5,996 0.68% 0.68% 620 0 0.0% Q2 2026 Jul 10, 2026
WEALTHSPAN PARTNERS, LLC History No change 74,155 5,974 1.88% 1.88% 621 0 0.0% Q2 2026 Aug 06, 2026
MFA WEALTH ADVISORS, LLC History No change 73,861 5,950 1.01% 1.01% 622 0 0.0% Q2 2026 Jul 13, 2026
AE Wealth Management LLC History No change 73,855 5,950 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 03, 2026
Berkeley Capital Partners, LLC History No change 73,665 5,935 1.22% 1.22% 624 0 0.0% Q2 2026 Aug 06, 2026
Advisors Capital Management, LLC History No change 73,609 5,930 0.06% 0.06% 625 0 0.0% Q2 2026 Aug 11, 2026
Legacy Edge Advisors, LLC History No change 73,508 5,922 0.54% 0.54% 626 0 0.0% Q2 2026 Aug 11, 2026
Five Pine Wealth Management History No change 73,466 5,919 3.35% 3.35% 627 0 0.0% Q2 2026 Aug 13, 2026
MARQUETTE ASSOCIATES, INC. History No change 73,265 5,902 4.3% 4.3% 628 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 73,136 5,892 0.04% 0.04% 629 0 0.0% Q2 2026 Aug 12, 2026
Bernardo Wealth Planning LLC History No change 73,106 5,890 1.01% 1.01% 630 0 0.0% Q2 2026 Jul 27, 2026
May Hill Capital, LLC History No change 73,092 5,889 1.23% 1.23% 631 0 0.0% Q2 2026 Aug 07, 2026
Veridan Wealth LLC History No change 73,048 5,885 2.0% 2.0% 632 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History No change 72,684 5,856 0.31% 0.31% 633 0 0.0% Q2 2026 Jul 29, 2026
TOWER BRIDGE ADVISORS History No change 72,428 5,835 0.53% 0.53% 634 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 20,286 5,825 0.16% 0.16% 635 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 71,920 5,794 0.72% 0.72% 636 0 0.0% Q2 2026 Aug 04, 2026
Robinswood Financial LLC History No change 71,785 5,783 1.66% 1.66% 637 0 0.0% Q2 2026 Jul 14, 2026
Clear Creek Financial Management, LLC History No change 71,734 5,779 0.37% 0.37% 638 0 0.0% Q2 2026 Jul 27, 2026
Regal Investment Advisors LLC History No change 71,696 5,776 0.3% 0.3% 639 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 71,662 5,773 0.37% 0.37% 640 0 0.0% Q2 2026 Aug 12, 2026
GENESIS PRIVATE WEALTH, LLC History No change 71,391 5,751 1.62% 1.62% 641 0 0.0% Q2 2026 Jul 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 70,927 5,714 0.72% 0.72% 642 0 0.0% Q2 2026 Jul 31, 2026
Integrated Advisors Network LLC History No change 70,681 5,694 0.26% 0.26% 643 0 0.0% Q2 2026 Aug 11, 2026
Gleason Group, Inc. History No change 70,483 5,678 0.5% 0.5% 644 0 0.0% Q2 2026 Jul 13, 2026
LexAurum Advisors, LLC History No change 70,213 5,657 0.65% 0.65% 645 0 0.0% Q2 2026 Jul 15, 2026
Frisch Financial Group, Inc. History No change 69,998 5,639 0.97% 0.97% 646 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 69,800 5,623 0.63% 0.63% 647 0 0.0% Q2 2026 Aug 05, 2026
King Wealth Management Group History No change 69,724 5,618 0.61% 0.61% 648 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 69,642 5,611 0.05% 0.05% 649 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 69,487 5,598 0.3% 0.3% 650 0 0.0% Q2 2026 Jul 27, 2026
TPG Financial Advisors, LLC History No change 69,325 5,585 1.67% 1.67% 651 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 69,024 5,561 0.02% 0.02% 652 0 0.0% Q2 2026 Aug 11, 2026
Boston Trust Walden Corp History No change 69,010 5,560 0.04% 0.04% 653 0 0.0% Q2 2026 Jul 24, 2026
Security National Bank History No change 68,820 5,544 0.66% 0.66% 654 0 0.0% Q2 2026 Jul 15, 2026
Mission Creek Capital Partners, Inc. History No change 68,522 5,520 0.97% 0.97% 655 0 0.0% Q2 2026 Aug 14, 2026
ADVOCATE GROUP LLC History No change 68,209 5,495 0.83% 0.83% 656 0 0.0% Q2 2026 Jul 17, 2026
Marathon Strategic Advisors, LLC History No change 68,161 5,491 3.1% 3.1% 657 0 0.0% Q2 2026 Jul 16, 2026
Fiduciary Alliance LLC History No change 68,046 5,482 0.37% 0.37% 658 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 67,687 5,453 0.26% 0.26% 659 0 0.0% Q2 2026 Jul 28, 2026
Benchmark Financial Wealth Advisors, LLC History No change 67,674 5,452 1.34% 1.34% 660 0 0.0% Q2 2026 Jul 17, 2026
Secure Asset Management, LLC History No change 67,561 5,443 0.76% 0.76% 661 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 67,527 5,440 1.08% 1.08% 662 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 67,397 5,430 0.59% 0.59% 663 0 0.0% Q2 2026 Aug 10, 2026
Hofer & Associates. Inc History No change 67,355 5,426 2.62% 2.62% 664 0 0.0% Q2 2026 Jul 21, 2026
WP Advisors, LLC History No change 67,229 5,416 1.31% 1.31% 665 0 0.0% Q2 2026 Jul 29, 2026
Rockingstone Advisors LLC History No change 67,142 5,409 2.17% 2.17% 666 0 0.0% Q2 2026 Jul 13, 2026
Vickerman Investment Advisors, Inc. History No change 66,595 5,365 1.04% 1.04% 667 0 0.0% Q2 2026 Aug 13, 2026
Petros Family Wealth, LLC History No change 66,134 5,328 3.26% 3.26% 668 0 0.0% Q2 2026 Jul 27, 2026
Ascent Group, LLC History No change 65,457 5,273 0.16% 0.16% 669 0 0.0% Q2 2026 Aug 03, 2026
Wealthfront Advisers LLC History No change 65,431 5,271 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 07, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 65,306 5,261 3.12% 3.12% 671 0 0.0% Q2 2026 Jul 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 64,915 5,230 0.07% 0.07% 672 0 0.0% Q2 2026 Jul 24, 2026
M3 Wealth Management, LLC History No change 64,416 5,190 3.37% 3.37% 673 0 0.0% Q2 2026 Aug 06, 2026
Mokosak Advisory Group, LLC History No change 63,894 5,148 1.11% 1.11% 674 0 0.0% Q2 2026 Aug 03, 2026
Meridian Financial Advisors, LLC History No change 63,316 5,101 2.45% 2.45% 675 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History No change 63,170 5,089 0.22% 0.22% 676 0 0.0% Q2 2026 Jul 22, 2026
Sage Mountain Advisors LLC History No change 62,803 5,060 0.31% 0.31% 677 0 0.0% Q2 2026 Aug 05, 2026
PAX Financial Group, LLC History No change 62,400 5,027 0.75% 0.75% 678 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 62,376 5,025 0.3% 0.3% 679 0 0.0% Q2 2026 Aug 05, 2026
Evercore Wealth Management, LLC History No change 61,832 4,981 0.07% 0.07% 680 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 61,775 4,977 0.05% 0.05% 681 0 0.0% Q2 2026 Jul 15, 2026
Vista Cima Wealth Management LLC History No change 61,736 4,974 3.7% 3.7% 682 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 61,684 4,969 1.27% 1.27% 683 0 0.0% Q2 2026 Jul 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 61,611 4,964 0.5% 0.5% 684 0 0.0% Q2 2026 Jul 13, 2026
Alpine Bank Wealth Management History No change 61,182 4,929 0.63% 0.63% 685 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 60,839 4,901 0.14% 0.14% 686 0 0.0% Q2 2026 Jul 27, 2026
Badgley Phelps Wealth Managers, LLC History No change 60,834 4,901 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 31, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 60,768 4,896 1.28% 1.28% 688 0 0.0% Q2 2026 Jul 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 60,705 4,891 0.02% 0.02% 689 0 0.0% Q2 2026 Aug 12, 2026
Wilson & Boucher Capital Management, LLC History No change 60,403 4,866 2.86% 2.86% 690 0 0.0% Q2 2026 Aug 18, 2026
Pine Valley Investments Ltd Liability Co History No change 60,235 4,853 0.19% 0.19% 691 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 59,869 4,823 0.11% 0.11% 692 0 0.0% Q2 2026 Aug 05, 2026
Florida Trust Wealth Management Co History No change 59,748 4,813 0.12% 0.12% 693 0 0.0% Q2 2026 Jul 27, 2026
Kovack Advisors, Inc. History No change 59,670 4,805 0.23% 0.23% 694 0 0.0% Q2 2026 Jul 28, 2026
Fjell Capital, LLC History No change 59,524 4,795 3.27% 3.27% 695 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 59,055 4,758 0.1% 0.1% 696 0 0.0% Q2 2026 Aug 13, 2026
Fogel Capital Management, Inc. History No change 58,974 4,751 1.91% 1.91% 697 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 58,956 4,750 0.11% 0.11% 698 0 0.0% Q2 2026 Aug 05, 2026
Family Legacy, Inc. History No change 58,511 4,714 1.26% 1.26% 699 0 0.0% Q2 2026 Aug 06, 2026
Perennial Investment Advisors, LLC History No change 58,255 4,693 0.31% 0.31% 700 0 0.0% Q2 2026 Aug 14, 2026
Newman Dignan & Sheerar, Inc. History No change 58,097 4,680 0.9% 0.9% 701 0 0.0% Q2 2026 Jul 14, 2026
Roger Wittlin Investment Advisory, LLC History No change 58,010 4,673 3.67% 3.67% 702 0 0.0% Q2 2026 Jul 17, 2026
CHILTON INVESTMENT CO INC. History No change 57,797 4,656 0.11% 0.11% 703 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History No change 57,774 4,654 0.26% 0.26% 704 0 0.0% Q2 2026 Jul 15, 2026
Empower Advisory Group, LLC History No change 57,594 4,640 0.01% 0.01% 705 0 0.0% Q2 2026 Aug 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 57,408 4,625 0.61% 0.61% 706 0 0.0% Q2 2026 Jul 20, 2026
RED CRANE WEALTH MANAGEMENT, LLC History No change 57,272 4,614 3.39% 3.39% 707 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 57,421 4,612 0.38% 0.38% 708 0 0.0% Q2 2026 Aug 07, 2026
Fund Evaluation Group, LLC History No change 57,108 4,601 0.12% 0.12% 709 0 0.0% Q2 2026 Aug 07, 2026
RW Investment Management LLC History No change 57,062 4,597 0.4% 0.4% 710 0 0.0% Q2 2026 Aug 06, 2026
Wescott Financial Advisory Group, LLC History No change 56,727 4,570 0.35% 0.35% 711 0 0.0% Q2 2026 Aug 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 56,626 4,562 0.08% 0.08% 712 0 0.0% Q2 2026 Jul 14, 2026
Fiduciary Wealth Partners, LLC History No change 56,576 4,558 2.51% 2.51% 713 0 0.0% Q2 2026 Jul 29, 2026
Greenwich Wealth Management LLC History No change 56,453 4,548 0.17% 0.17% 714 0 0.0% Q2 2026 Aug 12, 2026
Partners in Financial Planning History No change 56,442 4,547 0.69% 0.69% 715 0 0.0% Q2 2026 Aug 10, 2026
Anson Capital, Inc. History No change 55,975 4,509 2.93% 2.93% 716 0 0.0% Q2 2026 Jul 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 55,721 4,489 0.02% 0.02% 717 0 0.0% Q2 2026 Jul 17, 2026
Valpey Financial Services, LLC History No change 55,671 4,485 2.67% 2.67% 718 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 55,652 4,483 0.71% 0.71% 719 0 0.0% Q2 2026 Jul 13, 2026
Bellars Harris Wealth Management, LLC History No change 55,649 4,483 0.91% 0.91% 720 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 55,611 4,480 0.13% 0.13% 721 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 55,597 4,479 0.07% 0.07% 722 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 55,577 4,477 0.12% 0.12% 723 0 0.0% Q2 2026 Aug 14, 2026
FinDec Wealth Services, Inc. History No change 55,531 4,474 5.29% 5.29% 724 0 0.0% Q2 2026 Aug 06, 2026
Stratos Investment Management, LLC History No change 55,486 4,470 0.16% 0.16% 725 0 0.0% Q2 2026 Aug 11, 2026
Diversified Trust Co History No change 55,395 4,463 0.07% 0.07% 726 0 0.0% Q2 2026 Jul 17, 2026
Sequoia Financial Advisors, LLC History No change 55,334 4,458 0.02% 0.02% 727 0 0.0% Q2 2026 Jul 17, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 55,169 4,444 3.12% 3.12% 728 0 0.0% Q2 2026 Jul 29, 2026
IHT Wealth Management, LLC History No change 55,143 4,442 0.09% 0.09% 729 0 0.0% Q2 2026 Aug 14, 2026
Conservest Capital Advisors, Inc. History No change 55,123 4,441 0.35% 0.35% 730 0 0.0% Q2 2026 Jul 22, 2026
Gradient Capital Advisors, LLC History No change 55,041 4,434 1.03% 1.03% 731 0 0.0% Q2 2026 Jul 13, 2026
Innovative Wealth Building LLC History No change 55,003 4,431 2.57% 2.57% 732 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 54,733 4,409 0.17% 0.17% 733 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 54,682 4,405 0.05% 0.05% 734 0 0.0% Q2 2026 Aug 13, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 54,593 4,398 1.77% 1.77% 735 0 0.0% Q2 2026 Jul 24, 2026
FreeGulliver LLC History No change 54,239 4,370 1.54% 1.54% 736 0 0.0% Q2 2026 Aug 11, 2026
Beckerman Institutional, LLC History No change 54,070 4,356 2.07% 2.07% 737 0 0.0% Q2 2026 Aug 11, 2026
D.B. Root & Company, LLC History No change 53,963 4,347 0.92% 0.92% 738 0 0.0% Q2 2026 Aug 13, 2026
Mittelman Wealth Management History No change 12,621 4,346 2.87% 2.87% 739 0 0.0% Q2 2026 Aug 06, 2026
Good Steward Wealth Advisors,LLC History No change 53,902 4,342 2.62% 2.62% 740 0 0.0% Q2 2026 Aug 03, 2026
GoalFusion Wealth Management, LLC History No change 53,793 4,334 1.75% 1.75% 741 0 0.0% Q2 2026 Jul 10, 2026
Spartan Wealth Advisory Services LLC History No change 53,773 4,332 0.35% 0.35% 742 0 0.0% Q2 2026 Aug 05, 2026
BCM ADVISORS, LLC History No change 53,733 4,328 0.84% 0.84% 743 0 0.0% Q2 2026 Jul 28, 2026
Armbruster Capital Management, Inc. History No change 53,688 4,325 0.64% 0.64% 744 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 53,581 4,317 0.11% 0.11% 745 0 0.0% Q2 2026 Aug 04, 2026
Allen Mooney & Barnes Investment Advisors LLC History No change 53,583 4,317 0.66% 0.66% 746 0 0.0% Q2 2026 Jul 13, 2026
Robertson Stephens Wealth Management, LLC History No change 53,560 4,315 0.11% 0.11% 747 0 0.0% Q2 2026 Jul 29, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 53,280 4,292 2.12% 2.12% 748 0 0.0% Q2 2026 Aug 13, 2026
Ellenbecker Investment Group History No change 52,902 4,262 0.5% 0.5% 749 0 0.0% Q2 2026 Jul 27, 2026
Maltin Wealth Management, Inc. History No change 52,813 4,255 1.42% 1.42% 750 0 0.0% Q2 2026 Jul 22, 2026
Evergreen Wealth Management, LLC History No change 52,579 4,236 1.99% 1.99% 751 0 0.0% Q2 2026 Jul 31, 2026
IFP Advisors, Inc History No change 52,476 4,227 0.08% 0.08% 752 0 0.0% Q2 2026 Jul 20, 2026
Duncan Williams Asset Management, LLC History No change 52,189 4,204 0.95% 0.95% 753 0 0.0% Q2 2026 Jul 22, 2026
Cannon Wealth Management Services, LLC History No change 51,984 4,188 2.29% 2.29% 754 0 0.0% Q2 2026 Aug 11, 2026
Ridgewood Investments LLC History No change 51,848 4,177 1.56% 1.56% 755 0 0.0% Q2 2026 Aug 03, 2026
United Financial Planning Group LLC History No change 51,820 4,175 2.12% 2.12% 756 0 0.0% Q2 2026 Aug 06, 2026
Omnia Family Wealth, LLC History No change 51,806 4,174 1.12% 1.12% 757 0 0.0% Q2 2026 Jul 09, 2026
Foster Victor Wealth Advisors, LLC History No change 51,644 4,174 0.22% 0.22% 758 0 0.0% Q2 2026 Jul 22, 2026
CAP Partners, LLC History No change 51,814 4,174 2.04% 2.04% 759 0 0.0% Q2 2026 Jul 30, 2026
Moisand Fitzgerald Tamayo, LLC History No change 51,734 4,168 0.41% 0.41% 760 0 0.0% Q2 2026 Jul 13, 2026
WESCAP Management Group, Inc. History No change 51,099 4,117 0.77% 0.77% 761 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 50,936 4,103 0.02% 0.02% 762 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 50,500 4,068 0.65% 0.65% 763 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 50,469 4,066 0.1% 0.1% 764 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 50,377 4,058 0.2% 0.2% 765 0 0.0% Q2 2026 Aug 03, 2026
City State Bank History No change 50,349 4,056 0.93% 0.93% 766 0 0.0% Q2 2026 Jul 14, 2026
Covington Investment Advisors Inc. History No change 50,317 4,054 0.52% 0.52% 767 0 0.0% Q2 2026 Aug 13, 2026
Charles Schwab Trust Co History No change 50,236 4,047 0.23% 0.23% 768 0 0.0% Q2 2026 Jul 10, 2026
Valtinson Bruner Financial Planning LLC History No change 50,001 4,028 1.01% 1.01% 769 0 0.0% Q2 2026 Aug 03, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 13,985 4,016 0.69% 0.69% 770 0 0.0% Q2 2026 Aug 03, 2026
MEMBERS WEALTH LLC History No change 49,850 4,016 2.2% 2.2% 771 0 0.0% Q2 2026 Jul 09, 2026
Carrera Capital Advisors History No change 49,676 4,002 0.59% 0.59% 772 0 0.0% Q2 2026 Aug 03, 2026
Fifth Third Wealth Advisors LLC History No change 49,652 4,000 0.11% 0.11% 773 0 0.0% Q2 2026 Jul 17, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 49,344 3,975 0.92% 0.92% 774 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 49,135 3,958 0.37% 0.37% 775 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 49,066 3,953 0.05% 0.05% 776 0 0.0% Q2 2026 Aug 06, 2026
Macco Financial Group, Inc. History No change 49,042 3,951 2.57% 2.57% 777 0 0.0% Q2 2026 Aug 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 48,883 3,938 0.84% 0.84% 778 0 0.0% Q2 2026 Jul 17, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 48,760 3,928 0.52% 0.52% 779 0 0.0% Q2 2026 Jul 29, 2026
UMB Bank, n.a. History No change 48,724 3,925 0.05% 0.05% 780 0 0.0% Q2 2026 Aug 13, 2026
Allegheny Financial Group History No change 48,306 3,892 0.41% 0.41% 781 0 0.0% Q2 2026 Jul 22, 2026
Boyd Wealth Management, LLC History No change 47,983 3,865 1.46% 1.46% 782 0 0.0% Q2 2026 Jul 16, 2026
Sepio Capital, LP History No change 47,916 3,860 0.19% 0.19% 783 0 0.0% Q2 2026 Jul 28, 2026
GEM Asset Management, LLC History No change 47,756 3,847 1.52% 1.52% 784 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 45,613 3,842 0.2% 0.2% 785 0 0.0% Q2 2026 Aug 14, 2026
Affiance Financial, LLC History No change 47,561 3,832 0.55% 0.55% 786 0 0.0% Q2 2026 Jul 09, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 47,474 3,824 0.21% 0.21% 787 0 0.0% Q2 2026 Jul 15, 2026
WealthTrust Asset Management, LLC History No change 47,272 3,808 2.06% 2.06% 788 0 0.0% Q2 2026 Jul 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 47,147 3,798 0.55% 0.55% 789 0 0.0% Q2 2026 Jul 21, 2026
Intergy Private Wealth, LLC History No change 47,095 3,794 0.88% 0.88% 790 0 0.0% Q2 2026 Jul 17, 2026
STOCK YARDS BANK & TRUST CO History No change 47,076 3,792 0.11% 0.11% 791 0 0.0% Q2 2026 Aug 19, 2026
GC Wealth Management RIA, LLC History No change 46,919 3,780 0.22% 0.22% 792 0 0.0% Q2 2026 Jul 16, 2026
Sovran Advisors, LLC History No change 46,190 3,757 0.28% 0.28% 793 0 0.0% Q2 2026 Jul 29, 2026
Grandview Asset Management LLC History No change 46,947 3,745 0.93% 0.93% 794 0 0.0% Q2 2026 Jul 24, 2026
Midwestern Financial, LLC /IA History No change 46,442 3,741 2.62% 2.62% 795 0 0.0% Q2 2026 Aug 13, 2026
Bank of Marin History No change 46,380 3,736 2.6% 2.6% 796 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 46,261 3,727 0.47% 0.47% 797 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 46,221 3,724 0.18% 0.18% 798 0 0.0% Q2 2026 Aug 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 45,994 3,705 1.55% 1.55% 799 0 0.0% Q2 2026 Jul 15, 2026
Columbia Asset Management History No change 45,947 3,701 0.64% 0.64% 800 0 0.0% Q2 2026 Jul 21, 2026
BCGM Wealth Management, LLC History No change 45,911 3,699 0.78% 0.78% 801 0 0.0% Q2 2026 Aug 04, 2026
Wingate Wealth Advisors, Inc. History No change 45,552 3,670 1.62% 1.62% 802 0 0.0% Q2 2026 Jul 29, 2026
Financial Planning Hawaii, Inc. History No change 45,542 3,669 1.97% 1.97% 803 0 0.0% Q2 2026 Jul 23, 2026
PHILADELPHIA TRUST CO History No change 45,420 3,659 0.23% 0.23% 804 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 45,368 3,655 0.14% 0.14% 805 0 0.0% Q2 2026 Aug 07, 2026
Mayflower Financial Advisors, LLC History No change 45,244 3,645 0.31% 0.31% 806 0 0.0% Q2 2026 Jul 09, 2026
MAYPORT, LLC History No change 45,107 3,634 0.56% 0.56% 807 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Strategies, Inc. History No change 44,997 3,625 0.25% 0.25% 808 0 0.0% Q2 2026 Jul 24, 2026
VERUS CAPITAL PARTNERS, LLC History No change 44,844 3,613 0.2% 0.2% 809 0 0.0% Q2 2026 Aug 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 44,738 3,604 0.07% 0.07% 810 0 0.0% Q2 2026 Jul 15, 2026
Magnus Financial Group LLC History No change 44,728 3,603 0.25% 0.25% 811 0 0.0% Q2 2026 Jul 09, 2026
PKS Advisory Services, LLC History No change 44,363 3,574 0.57% 0.57% 812 0 0.0% Q2 2026 Aug 04, 2026
StoneX Group Inc. History No change 43,875 3,546 0.14% 0.14% 813 0 0.0% Q2 2026 Aug 12, 2026
Factor Wealth Management LTD History No change 43,890 3,536 0.53% 0.53% 814 0 0.0% Q2 2026 Jul 07, 2026
CWS Financial Advisors, LLC History No change 43,870 3,534 0.78% 0.78% 815 0 0.0% Q2 2026 Jul 30, 2026
Downshift Financial, LLC History No change 43,857 3,533 1.59% 1.59% 816 0 0.0% Q2 2026 Aug 12, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 43,848 3,532 1.08% 1.08% 817 0 0.0% Q2 2026 Jul 21, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 43,800 3,528 0.33% 0.33% 818 0 0.0% Q2 2026 Aug 12, 2026
Objective Capital Management, LLC History No change 43,598 3,512 3.12% 3.12% 819 0 0.0% Q2 2026 Jul 20, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 43,558 3,509 1.73% 1.73% 820 0 0.0% Q2 2026 Jul 21, 2026
TSFG, LLC History No change 43,391 3,496 0.44% 0.44% 821 0 0.0% Q2 2026 Jul 23, 2026
SHP Wealth Management History No change 43,401 3,496 0.24% 0.24% 822 0 0.0% Q2 2026 Aug 11, 2026
PCA Investment Advisory Services Inc. History No change 43,214 3,481 0.97% 0.97% 823 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 42,954 3,460 0.11% 0.11% 824 0 0.0% Q2 2026 Aug 05, 2026
Scott & Selber, Inc. History No change 42,648 3,436 0.73% 0.73% 825 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors Wealth Management, LLC History No change 42,617 3,433 0.4% 0.4% 826 0 0.0% Q2 2026 Jul 23, 2026
ADAPT WEALTH ADVISORS, LLC History No change 42,380 3,414 1.12% 1.12% 827 0 0.0% Q2 2026 Aug 12, 2026
49 WEALTH MANAGEMENT, LLC History No change 42,308 3,408 0.65% 0.65% 828 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 42,308 3,408 0.65% 0.65% 829 0 0.0% Q2 2026 Aug 14, 2026
Fusion Family Wealth, LLC History No change 41,871 3,373 0.22% 0.22% 830 0 0.0% Q2 2026 Aug 07, 2026
WELCH & FORBES LLC History No change 41,496 3,343 0.04% 0.04% 831 0 0.0% Q2 2026 Jul 30, 2026
CWA Asset Management Group, LLC History No change 41,277 3,325 0.1% 0.1% 832 0 0.0% Q2 2026 Jul 14, 2026
MorganRosel Wealth Management, LLC History No change 41,277 3,325 1.12% 1.12% 833 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 41,145 3,315 0.37% 0.37% 834 0 0.0% Q2 2026 Jul 09, 2026
RMG Wealth Management LLC History No change 39,626 3,311 0.34% 0.34% 835 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 40,914 3,296 0.09% 0.09% 836 0 0.0% Q2 2026 Jul 28, 2026
Aureus Asset Management, LLC History No change 40,879 3,293 0.2% 0.2% 837 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 40,846 3,290 0.26% 0.26% 838 0 0.0% Q2 2026 Jul 28, 2026
PFG Investments, LLC History No change 40,752 3,283 0.13% 0.13% 839 0 0.0% Q2 2026 Jul 23, 2026
Optas, LLC History No change 40,703 3,279 0.46% 0.46% 840 0 0.0% Q2 2026 Jul 21, 2026
Financial Planning Fort Collins, LLC History No change 40,580 3,278 2.48% 2.48% 841 0 0.0% Q2 2026 Jul 10, 2026
Financial Freedom, LLC History No change 40,667 3,276 1.5% 1.5% 842 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 40,459 3,259 0.22% 0.22% 843 0 0.0% Q2 2026 Aug 12, 2026
Selby Wealth Management, LLC History No change 40,389 3,254 1.15% 1.15% 844 0 0.0% Q2 2026 Jul 09, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 40,369 3,252 2.25% 2.25% 845 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 40,304 3,247 0.69% 0.69% 846 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 40,205 3,239 0.0% 0.0% 847 0 0.0% Q2 2026 Aug 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 40,045 3,226 1.3% 1.3% 848 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 40,033 3,225 0.26% 0.26% 849 0 0.0% Q2 2026 Jul 16, 2026
TRITONPOINT WEALTH, LLC History No change 39,988 3,221 0.32% 0.32% 850 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 39,956 3,219 0.27% 0.27% 851 0 0.0% Q2 2026 Aug 13, 2026
Steelhead Wealth Management LLC History No change 39,960 3,219 1.3% 1.3% 852 0 0.0% Q2 2026 Aug 13, 2026
BOSTON FAMILY OFFICE LLC History No change 39,899 3,215 0.2% 0.2% 853 0 0.0% Q2 2026 Aug 12, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 39,844 3,210 0.37% 0.37% 854 0 0.0% Q2 2026 Jul 07, 2026
SWP FINANCIAL LLC History No change 39,538 3,185 1.47% 1.47% 855 0 0.0% Q2 2026 Jul 24, 2026
Revolve Wealth Partners, LLC History No change 39,478 3,180 0.33% 0.33% 856 0 0.0% Q2 2026 Jul 09, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 39,416 3,175 0.26% 0.26% 857 0 0.0% Q2 2026 Aug 14, 2026
MAIRS & POWER INC History No change 39,348 3,170 0.03% 0.03% 858 0 0.0% Q2 2026 Aug 14, 2026
John W. Brooker & Co., CPAs History No change 39,320 3,168 3.83% 3.83% 859 0 0.0% Q2 2026 Jul 20, 2026
Balentine LLC History No change 39,248 3,162 0.11% 0.11% 860 0 0.0% Q2 2026 Aug 06, 2026
Garden State Investment Advisory Services LLC History No change 39,143 3,153 0.57% 0.57% 861 0 0.0% Q2 2026 Aug 11, 2026
Sincerus Advisory, LLC History No change 39,076 3,148 2.14% 2.14% 862 0 0.0% Q2 2026 Jul 06, 2026
NWF Advisory Services Inc. History No change 39,004 3,142 0.3% 0.3% 863 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 38,605 3,110 0.15% 0.15% 864 0 0.0% Q2 2026 Jul 24, 2026
Missouri Trust & Investment Co History No change 38,340 3,103 0.84% 0.84% 865 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 38,464 3,099 0.08% 0.08% 866 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 38,390 3,093 0.07% 0.07% 867 0 0.0% Q2 2026 Jul 28, 2026
Beacon Bridge Wealth Partners, LLC History No change 38,351 3,089 0.88% 0.88% 868 0 0.0% Q2 2026 Aug 05, 2026
Frank, Rimerman Advisors LLC History No change 38,284 3,084 0.17% 0.17% 869 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 38,181 3,076 0.03% 0.03% 870 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ALLIANCE, LLC History No change 38,161 3,074 0.26% 0.26% 871 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Co of New England, Inc. History No change 38,051 3,065 1.1% 1.1% 872 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 37,947 3,057 0.3% 0.3% 873 0 0.0% Q2 2026 Jul 22, 2026
Soltis Investment Advisors LLC History No change 37,890 3,052 0.17% 0.17% 874 0 0.0% Q2 2026 Jul 31, 2026
Archford Capital Strategies, LLC History No change 37,845 3,049 0.31% 0.31% 875 0 0.0% Q2 2026 Jul 17, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 37,820 3,047 2.42% 2.42% 876 0 0.0% Q2 2026 Aug 14, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 37,727 3,039 0.26% 0.26% 877 0 0.0% Q2 2026 Jul 27, 2026
Hilltop Holdings Inc. History No change 37,712 3,038 0.24% 0.24% 878 0 0.0% Q2 2026 Aug 13, 2026
American Money Management, LLC History No change 37,624 3,031 0.43% 0.43% 879 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 37,570 3,027 0.05% 0.05% 880 0 0.0% Q2 2026 Aug 11, 2026
MATRIX ASSET ADVISORS INC/NY History No change 37,472 3,019 0.25% 0.25% 881 0 0.0% Q2 2026 Jul 15, 2026
Essex Bank History No change 37,422 3,014 0.65% 0.65% 882 0 0.0% Q2 2026 Jul 23, 2026
Transcendent Capital Group LLC History No change 37,332 3,007 1.17% 1.17% 883 0 0.0% Q2 2026 Aug 05, 2026
Graves Light Lenhart Wealth, Inc. History No change 37,319 3,006 0.28% 0.28% 884 0 0.0% Q2 2026 Jul 07, 2026
Glass Jacobson Investment Advisors llc History No change 37,296 3,004 0.94% 0.94% 885 0 0.0% Q2 2026 Jul 30, 2026
Atlanta Consulting Group Advisors, LLC History No change 37,195 2,996 0.47% 0.47% 886 0 0.0% Q2 2026 Aug 14, 2026
Yukon Wealth Management, Inc. History No change 37,129 2,991 0.86% 0.86% 887 0 0.0% Q2 2026 Aug 14, 2026
CHATHAM CAPITAL GROUP, INC. History No change 37,056 2,985 0.38% 0.38% 888 0 0.0% Q2 2026 Jul 10, 2026
My Personal CFO, LLC History No change 37,052 2,985 1.17% 1.17% 889 0 0.0% Q2 2026 Jul 21, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 36,888 2,972 0.34% 0.34% 890 0 0.0% Q2 2026 Aug 10, 2026
21 West Wealth Management LLC History No change 36,879 2,971 2.54% 2.54% 891 0 0.0% Q2 2026 Jul 13, 2026
Abbot Financial Management, Inc. History No change 36,768 2,962 1.01% 1.01% 892 0 0.0% Q2 2026 Aug 06, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 36,719 2,958 0.8% 0.8% 893 0 0.0% Q2 2026 Aug 07, 2026
Strengthening Families & Communities, LLC History No change 36,710 2,957 0.66% 0.66% 894 0 0.0% Q2 2026 Aug 11, 2026
West Financial Advisors, LLC History No change 36,700 2,956 0.45% 0.45% 895 0 0.0% Q2 2026 Jul 08, 2026
Goelzer Investment Management, Inc. History No change 36,584 2,947 0.13% 0.13% 896 0 0.0% Q2 2026 Jul 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 36,453 2,937 0.04% 0.04% 897 0 0.0% Q2 2026 Jul 20, 2026
CM WEALTH ADVISORS LLC History No change 36,400 2,932 0.53% 0.53% 898 0 0.0% Q2 2026 Aug 10, 2026
WCG Wealth Advisors LLC History No change 36,338 2,927 0.07% 0.07% 899 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 36,297 2,913 0.0% 0.0% 900 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 36,162 2,913 0.19% 0.19% 901 0 0.0% Q2 2026 Aug 04, 2026
Sound View Wealth Advisors Group, LLC History No change 36,127 2,910 0.18% 0.18% 902 0 0.0% Q2 2026 Aug 11, 2026
Main Street Financial Solutions, LLC History No change 35,973 2,898 0.19% 0.19% 903 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 35,959 2,897 0.34% 0.34% 904 0 0.0% Q2 2026 Sep 02, 2026
Lynx Investment Advisory History No change 35,955 2,896 0.95% 0.95% 905 0 0.0% Q2 2026 Jul 27, 2026
SEGALL BRYANT & HAMILL, LLC History No change 35,912 2,893 0.03% 0.03% 906 0 0.0% Q2 2026 Aug 12, 2026
Stablepoint Partners, LLC History No change 35,917 2,893 0.4% 0.4% 907 0 0.0% Q2 2026 Jul 09, 2026
INVESTMENT PARTNERS, LTD. History No change 35,846 2,888 0.9% 0.9% 908 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 35,762 2,881 0.15% 0.15% 909 0 0.0% Q2 2026 Jul 16, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 35,755 2,881 2.58% 2.58% 910 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 35,716 2,877 0.09% 0.09% 911 0 0.0% Q2 2026 Aug 14, 2026
Centerline Wealth Advisors, LLC History No change 35,623 2,870 0.9% 0.9% 912 0 0.0% Q2 2026 Jul 17, 2026
Joel Adams & Associates, Inc. History No change 35,611 2,869 1.84% 1.84% 913 0 0.0% Q2 2026 Aug 06, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 35,463 2,857 0.72% 0.72% 914 0 0.0% Q2 2026 Jul 23, 2026
CONNING INC. History No change 35,428 2,854 0.09% 0.09% 915 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History No change 35,458 2,850 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 35,384 2,850 1.12% 1.12% 917 0 0.0% Q2 2026 Jul 06, 2026
New Perspectives, Inc History No change 35,127 2,830 0.87% 0.87% 918 0 0.0% Q2 2026 Jul 22, 2026
Intellectus Partners, LLC History No change 35,023 2,821 0.49% 0.49% 919 0 0.0% Q2 2026 Aug 12, 2026
SOA Wealth Advisors, LLC. History No change 34,838 2,806 0.47% 0.47% 920 0 0.0% Q2 2026 Jul 21, 2026
Affinity Capital Advisors, LLC History No change 34,603 2,799 0.35% 0.35% 921 0 0.0% Q2 2026 Jul 08, 2026
Vanguard Personalized Indexing Management, LLC History No change 34,732 2,798 0.02% 0.02% 922 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Partners Investments, Inc. History No change 34,646 2,791 1.16% 1.16% 923 0 0.0% Q2 2026 Jul 15, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 34,541 2,782 1.2% 1.2% 924 0 0.0% Q2 2026 Jul 22, 2026
Bull Oak Capital, LLC History No change 34,496 2,779 0.93% 0.93% 925 0 0.0% Q2 2026 Aug 10, 2026
Index Fund Advisors, Inc. History No change 34,471 2,777 0.11% 0.11% 926 0 0.0% Q2 2026 Aug 12, 2026
Compass Planning Associates Inc History No change 34,326 2,765 1.49% 1.49% 927 0 0.0% Q2 2026 Jul 27, 2026
R2 Capital Strategies, LLC History No change 34,226 2,757 1.25% 1.25% 928 0 0.0% Q2 2026 Jul 23, 2026
REDW Wealth LLC History No change 34,138 2,750 0.99% 0.99% 929 0 0.0% Q2 2026 Jul 30, 2026
KELLEHER FINANCIAL ADVISORS History No change 33,970 2,736 0.39% 0.39% 930 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 33,842 2,726 0.03% 0.03% 931 0 0.0% Q2 2026 Jul 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 33,821 2,724 0.18% 0.18% 932 0 0.0% Q2 2026 Aug 04, 2026
Fisher Asset Management, LLC History No change 33,762 2,720 0.0% 0.0% 933 0 0.0% Q2 2026 Aug 04, 2026
Linscomb Wealth, Inc. History No change 33,616 2,708 0.12% 0.12% 934 0 0.0% Q2 2026 Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 33,557 2,703 0.04% 0.04% 935 0 0.0% Q2 2026 Jul 14, 2026
Cordgrass Capital Advisors, LLC History No change 33,491 2,698 1.01% 1.01% 936 0 0.0% Q2 2026 Aug 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 33,454 2,695 1.39% 1.39% 937 0 0.0% Q2 2026 Jul 28, 2026
Segment Wealth Management, LLC History No change 33,350 2,686 0.14% 0.14% 938 0 0.0% Q2 2026 Jul 16, 2026
Clarity Capital Advisors, LLC History No change 33,343 2,686 1.13% 1.13% 939 0 0.0% Q2 2026 Jul 13, 2026
New Covenant Trust Company, N.A. History No change 33,344 2,686 2.02% 2.02% 940 0 0.0% Q2 2026 Jul 13, 2026
Fingerlakes Wealth Management, Inc. History No change 33,298 2,682 1.44% 1.44% 941 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 33,288 2,682 0.67% 0.67% 942 0 0.0% Q2 2026 Aug 05, 2026
Portland Financial Advisors Inc History No change 33,253 2,679 4.89% 4.89% 943 0 0.0% Q2 2026 Aug 10, 2026
Daniel Investment Group, Inc. History No change 33,253 2,679 1.59% 1.59% 944 0 0.0% Q2 2026 Aug 03, 2026
Topel & Distasi Wealth Management, LLC History No change 33,222 2,676 1.29% 1.29% 945 0 0.0% Q2 2026 Aug 07, 2026
Goldstein Advisors, LLC History No change 33,199 2,674 0.24% 0.24% 946 0 0.0% Q2 2026 Jul 20, 2026
Sand Hill Global Advisors, LLC History No change 33,026 2,660 0.08% 0.08% 947 0 0.0% Q2 2026 Aug 11, 2026
Patten Group, Inc. History No change 32,922 2,652 0.41% 0.41% 948 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Financial Group, LLC /NE/ History No change 32,644 2,630 1.62% 1.62% 949 0 0.0% Q2 2026 Aug 11, 2026
LCW Services, LLC History No change 32,636 2,629 1.14% 1.14% 950 0 0.0% Q2 2026 Jul 30, 2026
Wealth Dimensions Group, Ltd. History No change 32,592 2,625 0.47% 0.47% 951 0 0.0% Q2 2026 Jul 22, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 32,617 2,622 0.3% 0.3% 952 0 0.0% Q2 2026 Jul 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 32,540 2,621 0.12% 0.12% 953 0 0.0% Q2 2026 Jul 21, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 32,533 2,621 0.27% 0.27% 954 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 32,488 2,617 0.18% 0.18% 955 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 32,439 2,613 0.44% 0.44% 956 0 0.0% Q2 2026 Aug 05, 2026
VeraBank, N.A. History No change 32,408 2,611 0.43% 0.43% 957 0 0.0% Q2 2026 Aug 05, 2026
Laird Norton Wetherby Trust Company, LLC History No change 32,406 2,610 0.05% 0.05% 958 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 32,242 2,597 0.26% 0.26% 959 0 0.0% Q2 2026 Jul 21, 2026
Haverford Trust Co History No change 32,156 2,590 0.02% 0.02% 960 0 0.0% Q2 2026 Aug 12, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 32,136 2,589 2.18% 2.18% 961 0 0.0% Q2 2026 Jul 24, 2026
Bragg Financial Advisors, Inc History No change 32,069 2,583 0.07% 0.07% 962 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 32,006 2,578 0.06% 0.06% 963 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 31,984 2,576 0.13% 0.13% 964 0 0.0% Q2 2026 Jul 10, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 31,894 2,569 0.63% 0.63% 965 0 0.0% Q2 2026 Jul 28, 2026
Carolina Wealth Management Inc History No change 31,838 2,565 1.18% 1.18% 966 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 31,762 2,559 0.03% 0.03% 967 0 0.0% Q2 2026 Aug 14, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 8,756 2,541 0.36% 0.36% 968 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Wealth Strategies, LLC History No change 31,410 2,530 1.35% 1.35% 969 0 0.0% Q2 2026 Jul 23, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 31,385 2,528 0.69% 0.69% 970 0 0.0% Q2 2026 Jul 23, 2026
MONECO ADVISORS, LLC History No change 31,335 2,524 0.15% 0.15% 971 0 0.0% Q2 2026 Aug 11, 2026
BankPlus Wealth Management LLC History No change 31,318 2,524 1.14% 1.14% 972 0 0.0% Q2 2026 Jul 17, 2026
Sherry Group, Inc. History No change 31,422 2,524 2.46% 2.46% 973 0 0.0% Q2 2026 Jul 15, 2026
DeDora Capital, Inc. History No change 31,325 2,523 0.55% 0.55% 974 0 0.0% Q2 2026 Jul 13, 2026
Ironwood Financial, llc History No change 31,165 2,519 0.39% 0.39% 975 0 0.0% Q2 2026 Jul 17, 2026
Financial Insights, Inc. History No change 31,180 2,512 0.66% 0.66% 976 0 0.0% Q2 2026 Aug 25, 2026
Stonebridge Financial Planning Group, LLC History No change 31,134 2,508 0.8% 0.8% 977 0 0.0% Q2 2026 Jul 31, 2026
Members Trust Co History No change 31,094 2,505 0.08% 0.08% 978 0 0.0% Q2 2026 Jul 31, 2026
Royal Fund Management, LLC History No change 31,060 2,502 0.21% 0.21% 979 0 0.0% Q2 2026 Jul 20, 2026
Heritage Wealth Advisors History No change 30,872 2,487 0.09% 0.09% 980 0 0.0% Q2 2026 Aug 14, 2026
FLC Capital Advisors History No change 30,841 2,484 0.4% 0.4% 981 0 0.0% Q2 2026 Jul 20, 2026
Pachira Investments Inc. History No change 30,762 2,478 0.94% 0.94% 982 0 0.0% Q2 2026 Jul 17, 2026
PLIMOTH TRUST CO LLC History No change 30,755 2,477 0.49% 0.49% 983 0 0.0% Q2 2026 Jul 28, 2026
Wisconsin Wealth Advisors, LLC History No change 30,705 2,473 2.12% 2.12% 984 0 0.0% Q2 2026 Jul 07, 2026
COURIER CAPITAL LLC History No change 30,635 2,468 0.12% 0.12% 985 0 0.0% Q2 2026 Jul 16, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 30,628 2,468 0.09% 0.09% 986 0 0.0% Q2 2026 Jul 13, 2026
STEVENS CAPITAL PARTNERS History No change 30,633 2,468 0.47% 0.47% 987 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 30,550 2,461 0.04% 0.04% 988 0 0.0% Q2 2026 Aug 11, 2026
DUNCKER STREETT & CO INC History No change 30,127 2,427 0.41% 0.41% 989 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 30,105 2,425 0.09% 0.09% 990 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 30,026 2,419 0.0% 0.0% 991 0 0.0% Q2 2026 Aug 06, 2026
Investor's Fiduciary Advisor Network, LLC History No change 29,572 2,382 0.81% 0.81% 992 0 0.0% Q2 2026 Aug 13, 2026
OFC FINANCIAL PLANNING, LLC History No change 29,432 2,371 2.11% 2.11% 993 0 0.0% Q2 2026 Aug 05, 2026
PFW Advisors LLC History No change 29,363 2,365 0.69% 0.69% 994 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 29,351 2,364 0.18% 0.18% 995 0 0.0% Q2 2026 Sep 15, 2026
Bravias Capital Group, LLC History No change 29,145 2,348 1.39% 1.39% 996 0 0.0% Q2 2026 Jul 30, 2026
Nuveen, LLC History No change 29,100 2,344 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 11, 2026
Leelyn Smith, LLC History No change 28,972 2,334 0.28% 0.28% 998 0 0.0% Q2 2026 Jul 23, 2026
GREAT LAKES ADVISORS, LLC History No change 28,639 2,307 0.02% 0.02% 999 0 0.0% Q2 2026 Aug 10, 2026
Gibson Capital, LLC History No change 28,644 2,307 0.38% 0.38% 1000 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Advisors Inc. History No change 28,143 2,301 0.13% 0.13% 1001 0 0.0% Q2 2026 Aug 05, 2026
GARRISON POINT ADVISORS, LLC History No change 28,533 2,298 0.93% 0.93% 1002 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisors, LLC History No change 28,497 2,295 0.32% 0.32% 1003 0 0.0% Q2 2026 Jul 22, 2026
LANARK FINANCIAL, INC. History No change 28,416 2,289 0.16% 0.16% 1004 0 0.0% Q2 2026 Jul 21, 2026
Hilltop National Bank History No change 28,402 2,288 0.49% 0.49% 1005 0 0.0% Q2 2026 Jul 01, 2026
Vision Retirement, LLC History No change 28,370 2,285 0.55% 0.55% 1006 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 7,927 2,276 0.09% 0.09% 1007 0 0.0% Q2 2026 Jul 09, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History No change 28,242 2,273 1.77% 1.77% 1008 0 0.0% Q2 2026 Jul 09, 2026
ERn Financial, LLC History No change 28,187 2,271 0.38% 0.38% 1009 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 28,169 2,269 0.04% 0.04% 1010 0 0.0% Q2 2026 Aug 11, 2026
AMI INVESTMENT MANAGEMENT INC History No change 27,916 2,249 0.48% 0.48% 1011 0 0.0% Q2 2026 Jul 15, 2026
Fortis Capital Management LLC History No change 27,713 2,232 0.25% 0.25% 1012 0 0.0% Q2 2026 Aug 12, 2026
Dorsey & Whitney Trust CO LLC History No change 27,678 2,230 0.11% 0.11% 1013 0 0.0% Q2 2026 Aug 14, 2026
Stone Summit Wealth LLC History No change 27,559 2,220 0.56% 0.56% 1014 0 0.0% Q2 2026 Jul 23, 2026
Bryant Woods Investment Advisors, LLC History No change 27,283 2,198 0.61% 0.61% 1015 0 0.0% Q2 2026 Jul 22, 2026
Plancorp, LLC History No change 27,024 2,184 0.05% 0.05% 1016 0 0.0% Q2 2026 Jul 14, 2026
RMR Capital Management, LLC History No change 27,068 2,180 1.5% 1.5% 1017 0 0.0% Q2 2026 Jul 27, 2026
Montis Financial, LLC History No change 27,032 2,177 0.45% 0.45% 1018 0 0.0% Q2 2026 Aug 05, 2026
MY Wealth Management Inc. History No change 26,921 2,169 1.53% 1.53% 1019 0 0.0% Q2 2026 Aug 07, 2026
Orcam Financial Group History No change 26,906 2,167 1.06% 1.06% 1020 0 0.0% Q2 2026 Aug 13, 2026
Reliant Investment Partners, LLC History No change 26,894 2,166 1.47% 1.47% 1021 0 0.0% Q2 2026 Aug 11, 2026
VICTORY FINANCIAL GROUP, LLC History No change 26,834 2,161 0.23% 0.23% 1022 0 0.0% Q2 2026 Jul 28, 2026
ROCKLAND TRUST CO History No change 26,768 2,156 0.08% 0.08% 1023 0 0.0% Q2 2026 Jul 08, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 26,756 2,155 0.75% 0.75% 1024 0 0.0% Q2 2026 Jul 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 26,639 2,146 0.23% 0.23% 1025 0 0.0% Q2 2026 Aug 13, 2026
SENTINEL PENSION ADVISORS, LLC History No change 26,739 2,145 0.28% 0.28% 1026 0 0.0% Q2 2026 Jul 23, 2026
Next Level Private LLC History No change 26,586 2,142 0.42% 0.42% 1027 0 0.0% Q2 2026 Jul 09, 2026
Heritage Family Offices, LLP History No change 26,580 2,141 0.83% 0.83% 1028 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 26,580 2,141 0.83% 0.83% 1029 0 0.0% Q2 2026 Jul 06, 2026
Cassaday & Co Wealth Management LLC History No change 26,485 2,133 0.04% 0.04% 1030 0 0.0% Q2 2026 Aug 10, 2026
MONEYWISE, INC. History No change 26,411 2,127 0.79% 0.79% 1031 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Financial Management LLC History No change 26,410 2,127 1.71% 1.71% 1032 0 0.0% Q2 2026 Aug 28, 2026
Petix & Botte Co History No change 26,345 2,122 0.43% 0.43% 1033 0 0.0% Q2 2026 Aug 04, 2026
Vilga Financial Planning LLC History No change 26,325 2,121 1.61% 1.61% 1034 0 0.0% Q2 2026 Jul 09, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 26,116 2,103 1.13% 1.13% 1035 0 0.0% Q2 2026 Aug 13, 2026
Laraway Financial Advisors Inc History No change 26,021 2,096 1.27% 1.27% 1036 0 0.0% Q2 2026 Aug 03, 2026
LINCOLN CAPITAL CORP History No change 25,963 2,091 0.68% 0.68% 1037 0 0.0% Q2 2026 Jul 16, 2026
Rehmann Capital Advisory Group History No change 25,952 2,090 0.1% 0.1% 1038 0 0.0% Q2 2026 Aug 20, 2026
YARGER WEALTH STRATEGIES, LLC History No change 25,701 2,080 0.75% 0.75% 1039 0 0.0% Q2 2026 Jul 14, 2026
Rockwood Wealth Management, LLC History No change 25,786 2,077 0.13% 0.13% 1040 0 0.0% Q2 2026 Jul 13, 2026
Clearview Wealth Management LLC History No change 25,664 2,067 1.33% 1.33% 1041 0 0.0% Q2 2026 Jul 13, 2026
Opulen Financial Group LLC History No change 25,513 2,055 1.29% 1.29% 1042 0 0.0% Q2 2026 Jul 27, 2026
IFG Advisory, LLC History No change 25,405 2,046 0.07% 0.07% 1043 0 0.0% Q2 2026 Aug 13, 2026
Nvest Financial, LLC History No change 25,388 2,045 0.65% 0.65% 1044 0 0.0% Q2 2026 Jul 30, 2026
VestGen Investment Management History No change 25,230 2,032 1.08% 1.08% 1045 0 0.0% Q2 2026 Jul 31, 2026
John A. Wolfe & Associates, Inc. History No change 25,182 2,028 2.79% 2.79% 1046 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL SINKLER & STARR/PA History No change 25,096 2,021 0.84% 0.84% 1047 0 0.0% Q2 2026 Jul 21, 2026
Security Financial Services, INC. History No change 25,087 2,021 0.28% 0.28% 1048 0 0.0% Q2 2026 Jul 15, 2026
Peak Asset Management, LLC History No change 25,078 2,020 0.3% 0.3% 1049 0 0.0% Q2 2026 Aug 13, 2026
CURIO WEALTH, LLC History No change 24,953 2,010 0.62% 0.62% 1050 0 0.0% Q2 2026 Aug 07, 2026
LOM Asset Management Ltd History No change 24,873 2,004 0.52% 0.52% 1051 0 0.0% Q2 2026 Aug 04, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 24,771 1,995 0.31% 0.31% 1052 0 0.0% Q2 2026 Aug 07, 2026
BOS Asset Management, LLC History No change 24,750 1,994 0.46% 0.46% 1053 0 0.0% Q2 2026 Jul 13, 2026
Shared Vision Wealth Group LLC History No change 24,744 1,993 0.69% 0.69% 1054 0 0.0% Q2 2026 Jul 31, 2026
Jacobi Capital Management LLC History No change 24,705 1,990 0.1% 0.1% 1055 0 0.0% Q2 2026 Jul 31, 2026
Arsenal Capital Advisors LLC History No change 24,603 1,982 1.17% 1.17% 1056 0 0.0% Q2 2026 Aug 11, 2026
Williams Jones Wealth Management, LLC. History No change 24,592 1,981 0.02% 0.02% 1057 0 0.0% Q2 2026 Aug 05, 2026
Brown Miller Wealth Management, LLC History No change 24,551 1,978 0.5% 0.5% 1058 0 0.0% Q2 2026 Jul 16, 2026
Orion Porfolio Solutions, LLC History No change 24,417 1,967 0.02% 0.02% 1059 0 0.0% Q2 2026 Aug 14, 2026
Peak Retirement Planning, Inc. History No change 24,386 1,964 0.31% 0.31% 1060 0 0.0% Q2 2026 Aug 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 24,316 1,959 0.13% 0.13% 1061 0 0.0% Q2 2026 Jul 24, 2026
Riverbend Wealth Management, LLC History No change 24,272 1,955 0.98% 0.98% 1062 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 24,260 1,954 0.26% 0.26% 1063 0 0.0% Q2 2026 Aug 11, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 23,965 1,952 1.19% 1.19% 1064 0 0.0% Q2 2026 Jul 31, 2026
ADIRONDACK TRUST CO History No change 24,150 1,945 0.58% 0.58% 1065 0 0.0% Q2 2026 Jul 16, 2026
Taylor & Morgan Wealth Management, LLC History No change 24,114 1,942 0.96% 0.96% 1066 0 0.0% Q2 2026 Jul 10, 2026
PGIM Custom Harvest LLC History No change 24,108 1,942 0.02% 0.02% 1067 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 24,006 1,934 0.1% 0.1% 1068 0 0.0% Q2 2026 Jul 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 23,922 1,927 0.1% 0.1% 1069 0 0.0% Q2 2026 Aug 11, 2026
Ascent Advisors, LLC History No change 23,918 1,923 2.22% 2.22% 1070 0 0.0% Q2 2026 Aug 14, 2026
Balanced Rock Investment Advisors LLC History No change 23,854 1,921 1.2% 1.2% 1071 0 0.0% Q2 2026 Aug 14, 2026
VIAWEALTH, LLC History No change 23,837 1,920 0.97% 0.97% 1072 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Advisory Group LLC History No change 23,812 1,918 0.13% 0.13% 1073 0 0.0% Q2 2026 Jul 17, 2026
Harbor Group, Inc. History No change 23,749 1,913 0.22% 0.22% 1074 0 0.0% Q2 2026 Jul 22, 2026
First County Bank /CT/ History No change 23,745 1,913 0.9% 0.9% 1075 0 0.0% Q2 2026 Jul 02, 2026
Bangor Savings Bank History No change 23,571 1,899 0.14% 0.14% 1076 0 0.0% Q2 2026 Jul 06, 2026
Clear Harbor Asset Management, LLC History No change 23,463 1,890 0.12% 0.12% 1077 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 23,366 1,882 0.0% 0.0% 1078 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 23,263 1,874 0.03% 0.03% 1079 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 23,257 1,873 0.17% 0.17% 1080 0 0.0% Q2 2026 Jul 24, 2026
Kraft, Davis & Associates, LLC History No change 23,413 1,871 0.39% 0.39% 1081 0 0.0% Q2 2026 Jul 09, 2026
Landmark Wealth Management, LLC History No change 23,161 1,866 0.45% 0.45% 1082 0 0.0% Q2 2026 Aug 10, 2026
SoundView Advisors Inc. History No change 23,152 1,865 0.61% 0.61% 1083 0 0.0% Q2 2026 Jul 31, 2026
FIRST TRUST ADVISORS LP History No change 23,104 1,861 0.0% 0.0% 1084 0 0.0% Q2 2026 Aug 11, 2026
Leo H. Evart, Inc. History No change 23,025 1,855 1.46% 1.46% 1085 0 0.0% Q2 2026 Aug 17, 2026
CFS Investment Advisory Services, LLC History No change 23,000 1,851 0.12% 0.12% 1086 0 0.0% Q2 2026 Jul 16, 2026
Meadowbrook Advisors Group, LLC History No change 22,772 1,834 0.98% 0.98% 1087 0 0.0% Q2 2026 Aug 07, 2026
Sound Income Strategies, LLC History No change 22,745 1,832 0.08% 0.08% 1088 0 0.0% Q2 2026 Jul 20, 2026
Montecito Bank & Trust History Added to 23,332 1,829 0.28% 0.27% 1089 +930 4.15% Q3 2026 Oct 01, 2026
Cyndeo Wealth Partners, LLC History No change 22,653 1,825 0.09% 0.09% 1090 0 0.0% Q2 2026 Jul 21, 2026
Sherman Asset Management, Inc. History No change 22,553 1,817 1.41% 1.41% 1091 0 0.0% Q2 2026 Aug 05, 2026
Mascagni Wealth Management, Inc. History No change 22,547 1,816 1.13% 1.13% 1092 0 0.0% Q2 2026 Jul 31, 2026
OPTIMA CAPITAL LLC History No change 22,550 1,816 0.72% 0.72% 1093 0 0.0% Q2 2026 Jul 24, 2026
Coastline Trust Co History Reduced 23,131 1,813 0.17% 0.17% 1094 -1,068 -4.41% Q3 2026 Oct 01, 2026
Checchi Capital Advisers, LLC History No change 22,513 1,813 0.08% 0.08% 1095 0 0.0% Q2 2026 Aug 04, 2026
BCS Private Wealth Management, Inc. History No change 22,468 1,810 0.55% 0.55% 1096 0 0.0% Q2 2026 Jul 31, 2026
Powers Advisory Group, LLC History No change 22,455 1,809 0.57% 0.57% 1097 0 0.0% Q2 2026 Jul 31, 2026
Strata Wealth Advisors, LLC History No change 22,450 1,808 0.44% 0.44% 1098 0 0.0% Q2 2026 Aug 05, 2026
Luminist Capital LLC History No change 22,329 1,799 2.02% 2.02% 1099 0 0.0% Q2 2026 Aug 07, 2026
Oakworth Capital, Inc. History No change 22,324 1,798 0.09% 0.09% 1100 0 0.0% Q2 2026 Jul 22, 2026
FF Advisors,LLC History No change 22,308 1,797 0.67% 0.67% 1101 0 0.0% Q2 2026 Jul 29, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 22,324 1,795 1.02% 1.02% 1102 0 0.0% Q2 2026 Jul 24, 2026
Forefront Wealth Partners, LLC History No change 22,216 1,789 0.55% 0.55% 1103 0 0.0% Q2 2026 Aug 20, 2026
Spire Wealth Management History No change 22,182 1,787 0.05% 0.05% 1104 0 0.0% Q2 2026 Jul 15, 2026
Platform Technology Partners History No change 22,172 1,786 0.29% 0.29% 1105 0 0.0% Q2 2026 Jul 24, 2026
AlTi Global, Inc. History No change 22,168 1,786 0.04% 0.04% 1106 0 0.0% Q2 2026 Aug 05, 2026
Heck Capital Advisors, LLC History No change 22,160 1,785 0.11% 0.11% 1107 0 0.0% Q2 2026 Jul 10, 2026
Brindle & Bay Financial Advisors, LLC History No change 22,158 1,785 0.89% 0.89% 1108 0 0.0% Q2 2026 Jul 20, 2026
Chandler Asset Management, Inc. History No change 22,132 1,783 0.25% 0.25% 1109 0 0.0% Q2 2026 Aug 07, 2026
Richmond Investment Services, LLC History No change 22,132 1,783 0.56% 0.56% 1110 0 0.0% Q2 2026 Jul 27, 2026
Dana Investment Advisors, Inc. History No change 22,115 1,781 0.05% 0.05% 1111 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History No change 22,041 1,775 0.15% 0.15% 1112 0 0.0% Q2 2026 Jul 27, 2026
WAYSTONE ADVISORS LLC History No change 21,997 1,772 1.32% 1.32% 1113 0 0.0% Q2 2026 Jul 16, 2026
PLANNING DIRECTIONS INC History No change 21,966 1,769 0.82% 0.82% 1114 0 0.0% Q2 2026 Aug 10, 2026
FLAGSTAR SECURITIES, INC History No change 21,865 1,761 0.53% 0.53% 1115 0 0.0% Q2 2026 Jul 15, 2026
Fairway Wealth LLC History No change 21,847 1,760 0.4% 0.4% 1116 0 0.0% Q2 2026 Jul 24, 2026
VISTA INVESTMENT MANAGEMENT History No change 21,841 1,759 0.53% 0.53% 1117 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 21,778 1,754 0.06% 0.06% 1118 0 0.0% Q2 2026 Aug 06, 2026
Biltmore Family Office, LLC History No change 21,572 1,738 0.23% 0.23% 1119 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 21,540 1,735 0.14% 0.14% 1120 0 0.0% Q2 2026 Aug 04, 2026
waypoint wealth counsel History No change 21,539 1,735 1.09% 1.09% 1121 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 21,514 1,733 0.0% 0.0% 1122 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 21,448 1,728 0.06% 0.06% 1123 0 0.0% Q2 2026 Jul 07, 2026
PROSPERITY BANCSHARES INC History No change 21,392 1,723 1.13% 1.13% 1124 0 0.0% Q2 2026 Aug 14, 2026
Yoffe Investment Management, LLC History No change 21,378 1,722 1.97% 1.97% 1125 0 0.0% Q2 2026 Jul 09, 2026
Calder Financial LLC History No change 21,367 1,721 1.62% 1.62% 1126 0 0.0% Q2 2026 Jul 07, 2026
Everhart Financial Group, Inc. History No change 21,358 1,720 0.11% 0.11% 1127 0 0.0% Q2 2026 Jul 08, 2026
Crewe Advisors LLC History No change 21,322 1,717 0.12% 0.12% 1128 0 0.0% Q2 2026 Jul 23, 2026
CRUX WEALTH ADVISORS History No change 21,262 1,713 0.59% 0.59% 1129 0 0.0% Q2 2026 Jul 21, 2026
IMA Advisory Services, Inc. History No change 21,227 1,710 0.11% 0.11% 1130 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History Reduced 21,785 1,708 1.01% 1.11% 1131 -261 -1.18% Q3 2026 Oct 02, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 21,113 1,701 0.39% 0.39% 1132 0 0.0% Q2 2026 Aug 13, 2026
Grange Capital, LLC History No change 21,068 1,697 1.56% 1.56% 1133 0 0.0% Q2 2026 Jul 28, 2026
Investment Advisory Group, LLC History No change 21,053 1,696 0.37% 0.37% 1134 0 0.0% Q2 2026 Aug 06, 2026
Dala Group, LLC History No change 21,052 1,696 1.4% 1.4% 1135 0 0.0% Q2 2026 Aug 10, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 21,032 1,694 0.58% 0.58% 1136 0 0.0% Q2 2026 Aug 13, 2026
Wood Tarver Financial Group, LLC History No change 20,925 1,685 0.4% 0.4% 1137 0 0.0% Q2 2026 Aug 13, 2026
Aspen Investment Management Inc History No change 20,889 1,683 0.45% 0.45% 1138 0 0.0% Q2 2026 Jul 17, 2026
SageView Advisory Group, LLC History No change 20,876 1,681 0.06% 0.06% 1139 0 0.0% Q2 2026 Aug 10, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 20,787 1,674 2.18% 2.18% 1140 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 20,686 1,666 0.03% 0.03% 1141 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 20,677 1,665 0.03% 0.03% 1142 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 20,656 1,664 0.05% 0.05% 1143 0 0.0% Q2 2026 Jul 09, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 20,620 1,661 1.55% 1.55% 1144 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History No change 20,600 1,659 0.31% 0.31% 1145 0 0.0% Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 20,494 1,651 0.12% 0.12% 1146 0 0.0% Q2 2026 Jul 07, 2026
Graetz Wealth LLC History No change 20,455 1,648 1.31% 1.31% 1147 0 0.0% Q2 2026 Aug 13, 2026
PROFFITT & GOODSON INC History No change 20,374 1,641 0.23% 0.23% 1148 0 0.0% Q2 2026 Jul 22, 2026
FIRST NATIONAL TRUST CO History No change 20,379 1,641 0.06% 0.06% 1149 0 0.0% Q2 2026 Jul 30, 2026
APPLETON PARTNERS INC/MA History No change 20,246 1,631 0.1% 0.1% 1150 0 0.0% Q2 2026 Jul 21, 2026
AAF Wealth Management, LLC History No change 20,165 1,624 0.6% 0.6% 1151 0 0.0% Q2 2026 Jul 17, 2026
WATERSHED PRIVATE WEALTH LLC History No change 20,100 1,619 0.46% 0.46% 1152 0 0.0% Q2 2026 Jul 17, 2026
ADVISORY RESEARCH INC History No change 20,059 1,616 0.16% 0.16% 1153 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 19,968 1,608 0.02% 0.02% 1154 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 19,942 1,606 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 12, 2026
TrueWealth Advisors, LLC History No change 19,911 1,604 0.36% 0.36% 1156 0 0.0% Q2 2026 Jul 08, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 19,892 1,602 0.28% 0.28% 1157 0 0.0% Q2 2026 Aug 04, 2026
B&D White Capital Company, LLC History No change 19,891 1,602 0.16% 0.16% 1158 0 0.0% Q2 2026 Jul 31, 2026
Heritage Wealth Management, Inc. History No change 19,855 1,599 0.4% 0.4% 1159 0 0.0% Q2 2026 Jul 28, 2026
Truepoint, Inc. History No change 19,795 1,594 0.03% 0.03% 1160 0 0.0% Q2 2026 Jul 31, 2026
Windsor Advisory Group, LLC History No change 19,788 1,594 1.16% 1.16% 1161 0 0.0% Q2 2026 Aug 14, 2026
EAGLE WEALTH STRATEGIES LLC History No change 19,716 1,588 0.61% 0.61% 1162 0 0.0% Q2 2026 Jul 09, 2026
BEACON FINANCIAL GROUP History No change 19,700 1,587 0.14% 0.14% 1163 0 0.0% Q2 2026 Jul 16, 2026
Wealth Care LLC History No change 19,630 1,581 1.28% 1.28% 1164 0 0.0% Q2 2026 Jul 15, 2026
Brio Consultants, LLC History No change 19,586 1,578 0.18% 0.18% 1165 0 0.0% Q2 2026 Aug 12, 2026
Emerald Investment Advisers, LLC History No change 19,516 1,572 0.1% 0.1% 1166 0 0.0% Q2 2026 Aug 12, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 19,468 1,568 0.3% 0.3% 1167 0 0.0% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 19,368 1,558 0.05% 0.05% 1168 0 0.0% Q2 2026 Aug 12, 2026
Vines Capital Management, LLC History No change 19,332 1,557 1.28% 1.28% 1169 0 0.0% Q2 2026 Aug 14, 2026
Essex LLC History No change 19,319 1,556 0.24% 0.24% 1170 0 0.0% Q2 2026 Jul 24, 2026
Legacy Trust History No change 19,224 1,548 0.27% 0.27% 1171 0 0.0% Q2 2026 Jul 31, 2026
NOVEM GROUP History No change 19,183 1,545 0.16% 0.16% 1172 0 0.0% Q2 2026 Jul 21, 2026
CERTUITY, LLC History No change 19,167 1,544 0.08% 0.08% 1173 0 0.0% Q2 2026 Jul 28, 2026
Mustard Seed Financial, LLC History No change 19,167 1,544 0.8% 0.8% 1174 0 0.0% Q2 2026 Aug 05, 2026
WEXFORD CAPITAL LP History No change 19,140 1,542 0.2% 0.2% 1175 0 0.0% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History No change 19,156 1,541 0.08% 0.08% 1176 0 0.0% Q2 2026 Jul 14, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 19,120 1,540 0.09% 0.09% 1177 0 0.0% Q2 2026 Jul 13, 2026
Fermata Advisors, LLC History No change 19,068 1,536 0.31% 0.31% 1178 0 0.0% Q2 2026 Jul 07, 2026
Redwood Family Wealth LLC History No change 19,046 1,534 1.35% 1.35% 1179 0 0.0% Q2 2026 Aug 04, 2026
CFC Planning Co LLC History No change 18,992 1,530 0.89% 0.89% 1180 0 0.0% Q2 2026 Aug 05, 2026
FIRST AMERICAN TRUST, FSB History No change 18,932 1,525 0.09% 0.09% 1181 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 18,804 1,515 0.02% 0.02% 1182 0 0.0% Q2 2026 Jul 17, 2026
CHAPIN DAVIS, INC. History No change 18,789 1,513 0.27% 0.27% 1183 0 0.0% Q2 2026 Jul 07, 2026
Asset Dedication, LLC History No change 18,756 1,511 0.1% 0.1% 1184 0 0.0% Q2 2026 Jul 30, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 18,731 1,509 0.97% 0.97% 1185 0 0.0% Q2 2026 Aug 13, 2026
Fiera Capital Corp History No change 18,716 1,507 0.01% 0.01% 1186 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 18,658 1,503 0.14% 0.14% 1187 0 0.0% Q2 2026 Jul 22, 2026
Strategies Wealth Advisors, LLC History No change 18,659 1,503 0.13% 0.13% 1188 0 0.0% Q2 2026 Aug 14, 2026
Level Wealth Management LLC History No change 18,622 1,500 0.6% 0.6% 1189 0 0.0% Q2 2026 Jul 28, 2026
Planning Project LLC History No change 18,239 1,496 0.3% 0.3% 1190 0 0.0% Q2 2026 Sep 01, 2026
Gilbert & Cook, Inc. History No change 18,532 1,493 0.17% 0.17% 1191 0 0.0% Q2 2026 Jul 28, 2026
Moss Adams Wealth Advisors LLC History No change 18,400 1,482 0.09% 0.09% 1192 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,388 1,481 0.03% 0.03% 1193 0 0.0% Q2 2026 Jul 23, 2026
LJI Wealth Management, LLC History No change 18,317 1,475 0.21% 0.21% 1194 0 0.0% Q2 2026 Jul 31, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 18,292 1,473 0.75% 0.75% 1195 0 0.0% Q2 2026 Jul 20, 2026
EagleClaw Capital Managment, LLC History No change 18,260 1,471 0.2% 0.2% 1196 0 0.0% Q2 2026 Aug 10, 2026
Rothschild Wealth LLC History No change 18,206 1,466 0.12% 0.12% 1197 0 0.0% Q2 2026 Aug 11, 2026
Pacific Park Financial, Inc. History No change 18,150 1,462 0.85% 0.85% 1198 0 0.0% Q2 2026 Jul 21, 2026
Portland Global Advisors LLC History No change 18,126 1,460 0.14% 0.14% 1199 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 18,101 1,458 0.04% 0.04% 1200 0 0.0% Q2 2026 Aug 07, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 18,103 1,458 0.51% 0.51% 1201 0 0.0% Q2 2026 Jul 30, 2026
GRANVILLE CAPITAL, INC. History No change 18,093 1,457 0.65% 0.65% 1202 0 0.0% Q2 2026 Aug 11, 2026
Capital Squared Financial LLC History No change 17,921 1,443 0.94% 0.94% 1203 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 17,897 1,442 0.02% 0.02% 1204 0 0.0% Q2 2026 Aug 13, 2026
Financial Management, Inc. History No change 17,879 1,440 1.18% 1.18% 1205 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History No change 17,860 1,439 0.01% 0.01% 1206 0 0.0% Q2 2026 Aug 12, 2026
DMKC Advisory Services, LLC History No change 17,870 1,439 0.27% 0.27% 1207 0 0.0% Q2 2026 Jul 07, 2026
Trajan Wealth LLC History No change 17,827 1,436 0.05% 0.05% 1208 0 0.0% Q2 2026 Aug 13, 2026
Bath Savings Trust Co History No change 17,761 1,431 0.15% 0.15% 1209 0 0.0% Q2 2026 Jul 09, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 17,753 1,430 0.21% 0.21% 1210 0 0.0% Q2 2026 Aug 10, 2026
OMNI 360 Wealth, Inc. History No change 17,748 1,429 0.66% 0.66% 1211 0 0.0% Q2 2026 Jul 13, 2026
Farmers National Bank History No change 17,700 1,426 0.3% 0.3% 1212 0 0.0% Q2 2026 Aug 11, 2026
Atlas Legacy Advisors, LLC History No change 17,661 1,422 0.21% 0.21% 1213 0 0.0% Q2 2026 Jul 31, 2026
HOURGLASS CAPITAL, LLC History No change 17,640 1,421 0.28% 0.28% 1214 0 0.0% Q2 2026 Jul 30, 2026
Madrid Wealth Management, LLC History No change 17,492 1,409 0.92% 0.92% 1215 0 0.0% Q2 2026 Jul 31, 2026
3Chopt Investment Partners, LLC History No change 17,472 1,407 0.26% 0.26% 1216 0 0.0% Q2 2026 Jul 29, 2026
Etesian Wealth Advisors, Inc. History No change 17,440 1,405 0.42% 0.42% 1217 0 0.0% Q2 2026 Jul 23, 2026
Blueprint Financial Advisors LLC History No change 17,426 1,404 0.16% 0.16% 1218 0 0.0% Q2 2026 Aug 14, 2026
ARK & TLK INVESTMENTS, LLC History No change 17,409 1,402 0.35% 0.35% 1219 0 0.0% Q2 2026 Jul 20, 2026
OLIO Financial Planning History No change 17,384 1,400 0.35% 0.35% 1220 0 0.0% Q2 2026 Jul 17, 2026
Summit Investment Advisory Services, LLC History No change 17,339 1,396 0.35% 0.35% 1221 0 0.0% Q2 2026 Jul 24, 2026
Plante Moran Financial Advisors, LLC History No change 17,299 1,393 0.06% 0.06% 1222 0 0.0% Q2 2026 Aug 06, 2026
Synergy Financial Group, LTD History No change 17,300 1,393 1.0% 1.0% 1223 0 0.0% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History No change 17,286 1,392 0.06% 0.06% 1224 0 0.0% Q2 2026 Jul 28, 2026
Revisor Wealth Management LLC History No change 17,253 1,390 0.33% 0.33% 1225 0 0.0% Q2 2026 Jul 21, 2026
Southland Equity Partners LLC History No change 17,264 1,390 0.24% 0.24% 1226 0 0.0% Q2 2026 Jul 13, 2026
Hurlow Wealth Management Group, Inc. History No change 17,244 1,389 0.29% 0.29% 1227 0 0.0% Q2 2026 Aug 05, 2026
High Note Wealth, LLC History No change 17,218 1,387 0.24% 0.24% 1228 0 0.0% Q2 2026 Jul 23, 2026
Westmount Partners, LLC History No change 17,215 1,386 0.3% 0.3% 1229 0 0.0% Q2 2026 Jul 07, 2026
New England Private Wealth Advisors LLC History No change 17,185 1,384 0.13% 0.13% 1230 0 0.0% Q2 2026 Aug 04, 2026
Impact Capital Partners LLC History No change 17,188 1,384 0.38% 0.38% 1231 0 0.0% Q2 2026 Jul 14, 2026
Calamos Advisors LLC History No change 17,156 1,382 0.0% 0.0% 1232 0 0.0% Q2 2026 Jul 31, 2026
Tactive Advisors, LLC History No change 17,099 1,377 0.34% 0.34% 1233 0 0.0% Q2 2026 Jul 08, 2026
Kellett Wealth Advisors, LLC History No change 17,007 1,370 0.64% 0.64% 1234 0 0.0% Q2 2026 Jul 23, 2026
Wilkins Miller Wealth Management, LLC History No change 16,958 1,366 0.75% 0.75% 1235 0 0.0% Q2 2026 Jul 21, 2026
Sidoxia Capital Management, LLC History No change 16,818 1,355 0.99% 0.99% 1236 0 0.0% Q2 2026 Jul 24, 2026
Trueblood Wealth Management, LLC History No change 16,800 1,353 0.47% 0.47% 1237 0 0.0% Q2 2026 Jul 27, 2026
B & T Capital Management DBA Alpha Capital Management History No change 16,770 1,351 0.18% 0.18% 1238 0 0.0% Q2 2026 Aug 07, 2026
SACHEM HILL LLC History No change 16,766 1,350 0.24% 0.24% 1239 0 0.0% Q2 2026 Aug 10, 2026
Birch Hill Investment Advisors LLC History No change 16,748 1,349 0.05% 0.05% 1240 0 0.0% Q2 2026 Jul 21, 2026
SteelPeak Wealth, LLC History No change 16,733 1,348 0.03% 0.03% 1241 0 0.0% Q2 2026 Jul 13, 2026
FDx Advisors, Inc. History No change 16,573 1,335 0.4% 0.4% 1242 0 0.0% Q2 2026 Aug 04, 2026
Ironwood Investment Counsel, LLC History No change 16,478 1,327 0.17% 0.17% 1243 0 0.0% Q2 2026 Aug 05, 2026
DELTA FINANCIAL ADVISORS LLC History No change 16,482 1,327 0.32% 0.32% 1244 0 0.0% Q2 2026 Aug 05, 2026
Financial Planning Navigators CORP History No change 16,475 1,327 0.5% 0.5% 1245 0 0.0% Q2 2026 Jul 28, 2026
MidAtlantic Capital Management, Inc. History No change 16,470 1,326 0.82% 0.82% 1246 0 0.0% Q2 2026 Aug 10, 2026
Bravera Wealth History No change 16,460 1,326 0.51% 0.51% 1247 0 0.0% Q2 2026 Jul 23, 2026
Immaculate Wealth Management LLC History No change 16,405 1,321 8.95% 8.95% 1248 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 16,308 1,313 0.72% 0.72% 1249 0 0.0% Q2 2026 Aug 17, 2026
CIBC WORLD MARKET INC. History No change 16,279 1,311 0.0% 0.0% 1250 0 0.0% Q2 2026 Aug 13, 2026
Omega Financial Group, LLC History No change 16,203 1,305 0.4% 0.4% 1251 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 16,178 1,303 0.11% 0.11% 1252 0 0.0% Q2 2026 Jul 16, 2026
Paragon Private Wealth Management, LLC History No change 16,185 1,303 0.34% 0.34% 1253 0 0.0% Q2 2026 Jul 28, 2026
KPP Advisory Services LLC History No change 16,184 1,303 0.16% 0.16% 1254 0 0.0% Q2 2026 Jul 24, 2026
AIRE ADVISORS, LLC History No change 16,140 1,300 0.21% 0.21% 1255 0 0.0% Q2 2026 Aug 14, 2026
Indivisible Partners History No change 16,116 1,298 0.07% 0.07% 1256 0 0.0% Q2 2026 Aug 04, 2026
Root Financial Partners, LLC History No change 16,058 1,293 0.05% 0.05% 1257 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 16,052 1,293 0.31% 0.31% 1258 0 0.0% Q2 2026 Aug 10, 2026
TME FINANCIAL, INC. History No change 16,047 1,292 0.8% 0.8% 1259 0 0.0% Q2 2026 Jul 23, 2026
Donor Advised Charitable Giving, Inc. History No change 15,948 1,284 0.03% 0.03% 1260 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History No change 15,934 1,283 0.11% 0.11% 1261 0 0.0% Q2 2026 Aug 05, 2026
Wealth Architects, LLC History No change 15,908 1,281 0.1% 0.1% 1262 0 0.0% Q2 2026 Jul 23, 2026
CJM Wealth Advisers, Ltd. History No change 15,880 1,279 0.34% 0.34% 1263 0 0.0% Q2 2026 Jul 17, 2026
TABR Capital Management, LLC History No change 15,837 1,276 1.09% 1.09% 1264 0 0.0% Q2 2026 Jul 24, 2026
Elm3 Financial Group, LLC History No change 15,848 1,276 0.87% 0.87% 1265 0 0.0% Q2 2026 Jul 29, 2026
Envision Financial Planning, LLC History No change 15,775 1,271 0.41% 0.41% 1266 0 0.0% Q2 2026 Aug 14, 2026
Hiley Hunt Wealth Management History No change 15,742 1,268 0.5% 0.5% 1267 0 0.0% Q2 2026 Jul 07, 2026
17 CAPITAL PARTNERS, LLC History No change 15,735 1,267 0.57% 0.57% 1268 0 0.0% Q2 2026 Aug 06, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 15,704 1,265 0.07% 0.07% 1269 0 0.0% Q2 2026 Jul 08, 2026
Stillwater Capital Advisors, LLC History No change 15,702 1,265 0.13% 0.13% 1270 0 0.0% Q2 2026 Jul 23, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 15,686 1,263 0.92% 0.92% 1271 0 0.0% Q2 2026 Jul 24, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 15,659 1,261 0.03% 0.03% 1272 0 0.0% Q2 2026 Jul 17, 2026
Riverview Trust Co History No change 15,624 1,258 1.5% 1.5% 1273 0 0.0% Q2 2026 Jul 31, 2026
NBT BANK, N.A. History No change 15,604 1,257 0.08% 0.08% 1274 0 0.0% Q2 2026 Jul 29, 2026
Clayton Financial Group LLC History No change 15,602 1,257 0.69% 0.69% 1275 0 0.0% Q2 2026 Jul 20, 2026
Camelot Portfolios, LLC History No change 15,572 1,254 0.88% 0.88% 1276 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Bancorp, Inc. History No change 15,576 1,254 0.33% 0.33% 1277 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 15,576 1,254 0.02% 0.02% 1278 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 15,543 1,253 0.39% 0.39% 1279 0 0.0% Q2 2026 Aug 14, 2026
Tenzing Financial LLC History No change 15,457 1,250 0.86% 0.86% 1280 0 0.0% Q2 2026 Jul 09, 2026
Waldron Private Wealth LLC History No change 15,481 1,247 0.04% 0.04% 1281 0 0.0% Q2 2026 Jul 20, 2026
OFS Enterprise LLC History No change 15,406 1,241 0.32% 0.32% 1282 0 0.0% Q2 2026 Jul 08, 2026
Traction Financial Partners, LLC History No change 15,360 1,237 0.66% 0.66% 1283 0 0.0% Q2 2026 Aug 13, 2026
Lee, Kelleher & Klein Wealth Management History No change 15,340 1,235 0.65% 0.65% 1284 0 0.0% Q2 2026 Jul 10, 2026
Blossom Wealth Management History No change 15,283 1,231 1.73% 1.73% 1285 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 15,205 1,225 0.08% 0.08% 1286 0 0.0% Q2 2026 Aug 05, 2026
Per Stirling Capital Management, LLC. History No change 15,205 1,225 0.12% 0.12% 1287 0 0.0% Q2 2026 Aug 14, 2026
Great Diamond Partners, LLC History No change 15,189 1,223 0.21% 0.21% 1288 0 0.0% Q2 2026 Jul 17, 2026
Longview Financial Advisors, Inc. History No change 15,177 1,222 0.71% 0.71% 1289 0 0.0% Q2 2026 Jul 06, 2026
Lutz Financial Services LLC History No change 15,159 1,221 0.07% 0.07% 1290 0 0.0% Q2 2026 Aug 05, 2026
Wealth Management Nebraska History No change 15,113 1,217 0.11% 0.11% 1291 0 0.0% Q2 2026 Jul 27, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 15,098 1,216 0.79% 0.79% 1292 0 0.0% Q2 2026 Aug 07, 2026
FIRST CITIZENS BANK & TRUST CO History No change 15,068 1,214 0.02% 0.02% 1293 0 0.0% Q2 2026 Jul 13, 2026
Triangle Securities Wealth Management History No change 15,016 1,209 0.24% 0.24% 1294 0 0.0% Q2 2026 Jul 14, 2026
Kuhn & Co Investment Counsel History No change 15,015 1,209 0.7% 0.7% 1295 0 0.0% Q2 2026 Jul 31, 2026
Evanson Financial, LLC History No change 14,998 1,208 0.06% 0.06% 1296 0 0.0% Q2 2026 Jul 07, 2026
Wernau Asset Management Inc. History No change 14,981 1,207 0.63% 0.63% 1297 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 14,963 1,205 0.02% 0.02% 1298 0 0.0% Q2 2026 Jul 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 14,968 1,205 0.15% 0.15% 1299 0 0.0% Q2 2026 Aug 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 14,919 1,202 0.06% 0.06% 1300 0 0.0% Q2 2026 Jul 20, 2026
Strid Group, LLC History No change 14,926 1,202 0.13% 0.13% 1301 0 0.0% Q2 2026 Jul 23, 2026
HSBC HOLDINGS PLC History No change 14,828 1,194 0.0% 0.0% 1302 0 0.0% Q2 2026 Aug 14, 2026
Bannerstone Capital Management, LLC History No change 14,797 1,192 1.0% 1.0% 1303 0 0.0% Q2 2026 Jul 31, 2026
BridgePort Financial Solutions, LLC History No change 14,759 1,189 0.3% 0.3% 1304 0 0.0% Q2 2026 Jul 24, 2026
Keystone Wealth Services, LLC History No change 14,659 1,181 0.22% 0.22% 1305 0 0.0% Q2 2026 Aug 05, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 14,633 1,178 0.41% 0.41% 1306 0 0.0% Q2 2026 Jul 22, 2026
Bryn Mawr Trust Advisors, LLC History No change 14,617 1,177 0.05% 0.05% 1307 0 0.0% Q2 2026 Aug 03, 2026
Melone Private Wealth, LLC History No change 14,524 1,170 0.45% 0.45% 1308 0 0.0% Q2 2026 Jul 09, 2026
Fortitude Advisory Group L.L.C. History No change 14,527 1,170 0.45% 0.45% 1309 0 0.0% Q2 2026 Jul 22, 2026
RiverFront Investment Group, LLC History No change 14,500 1,168 0.02% 0.02% 1310 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 14,484 1,166 0.18% 0.18% 1311 0 0.0% Q2 2026 Jul 30, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 14,443 1,163 0.46% 0.46% 1312 0 0.0% Q2 2026 Jul 21, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 14,386 1,159 0.2% 0.2% 1313 0 0.0% Q2 2026 Aug 10, 2026
Evernest Financial Advisors, LLC History No change 14,360 1,156 0.24% 0.24% 1314 0 0.0% Q2 2026 Aug 05, 2026
Seek First Inc. History No change 14,336 1,155 0.73% 0.73% 1315 0 0.0% Q2 2026 Jul 28, 2026
Mascoma Wealth Management LLC History No change 14,334 1,154 0.21% 0.21% 1316 0 0.0% Q2 2026 Jul 24, 2026
St. Louis Trust Co History No change 31,510 1,153 0.13% 0.13% 1317 0 0.0% Q2 2026 Jul 30, 2026
FAS Wealth Partners, Inc. History No change 14,307 1,152 0.06% 0.06% 1318 0 0.0% Q2 2026 Jul 29, 2026
Keebeck Wealth Management History No change 14,276 1,150 0.11% 0.11% 1319 0 0.0% Q2 2026 Aug 11, 2026
Hobbs Group Advisors, LLC History No change 14,279 1,150 0.3% 0.3% 1320 0 0.0% Q2 2026 Aug 13, 2026
GERMAN AMERICAN BANCORP, INC. History No change 14,263 1,149 0.09% 0.09% 1321 0 0.0% Q2 2026 Aug 06, 2026
Allegiance Financial Group Advisory Services LLC History No change 14,273 1,149 0.2% 0.2% 1322 0 0.0% Q2 2026 Jul 27, 2026
Hegarty Advisors, LLC History No change 14,204 1,144 0.79% 0.79% 1323 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 14,169 1,141 0.23% 0.23% 1324 0 0.0% Q2 2026 Jul 24, 2026
Murphy & Mullick Capital Management Corp History No change 14,100 1,136 0.7% 0.7% 1325 0 0.0% Q2 2026 Aug 14, 2026
Covenant Asset Management, LLC History No change 14,078 1,134 0.19% 0.19% 1326 0 0.0% Q2 2026 Jul 20, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 14,047 1,131 0.52% 0.52% 1327 0 0.0% Q2 2026 Aug 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 13,965 1,125 0.26% 0.26% 1328 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Wealth Group, LLC History No change 13,952 1,124 0.07% 0.07% 1329 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 13,989 1,124 0.07% 0.07% 1330 0 0.0% Q2 2026 Jul 22, 2026
MilWealth Group LLC History No change 13,947 1,123 0.24% 0.24% 1331 0 0.0% Q2 2026 Aug 03, 2026
Kennebec Savings Bank History No change 13,940 1,123 0.9% 0.9% 1332 0 0.0% Q2 2026 Jul 13, 2026
Plan Group Financial, LLC History No change 13,904 1,120 0.23% 0.23% 1333 0 0.0% Q2 2026 Aug 03, 2026
Comprehensive Financial Planning, Inc./PA History No change 13,878 1,118 0.6% 0.6% 1334 0 0.0% Q2 2026 Aug 10, 2026
Urban Financial Advisory Corp History No change 13,826 1,113 0.31% 0.31% 1335 0 0.0% Q2 2026 Aug 06, 2026
Randolph Co Inc History No change 13,776 1,109 0.09% 0.09% 1336 0 0.0% Q2 2026 Jul 23, 2026
Old North State Trust, LLC History No change 13,692 1,103 0.57% 0.57% 1337 0 0.0% Q2 2026 Aug 17, 2026
Greenhouse Wealth Management, LLC History No change 13,692 1,103 0.78% 0.78% 1338 0 0.0% Q2 2026 Aug 06, 2026
PARK NATIONAL CORP /OH/ History No change 13,672 1,101 0.03% 0.03% 1339 0 0.0% Q2 2026 Jul 15, 2026
CDKV HOLDINGS LLC History No change 13,650 1,099 0.86% 0.86% 1340 0 0.0% Q2 2026 Jul 30, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 13,633 1,098 0.46% 0.46% 1341 0 0.0% Q2 2026 Jul 16, 2026
Warwick Investment Management, Inc. History No change 13,607 1,096 0.12% 0.12% 1342 0 0.0% Q2 2026 Jul 31, 2026
LAZARD ASSET MANAGEMENT LLC History No change 13,600 1,095 0.0% 0.0% 1343 0 0.0% Q2 2026 Aug 14, 2026
KWMG, LLC History No change 13,586 1,094 0.08% 0.08% 1344 0 0.0% Q2 2026 Jul 08, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 13,535 1,090 0.38% 0.38% 1345 0 0.0% Q2 2026 Jul 22, 2026
Freestone Capital Holdings, LLC History No change 13,517 1,089 0.03% 0.03% 1346 0 0.0% Q2 2026 Jul 31, 2026
Ardent Capital Management, Inc. History No change 13,480 1,086 0.45% 0.45% 1347 0 0.0% Q2 2026 Jul 20, 2026
Cypress Capital Group History No change 13,368 1,077 0.1% 0.1% 1348 0 0.0% Q2 2026 Aug 05, 2026
Tranquility Partners, LLC History No change 13,376 1,077 0.37% 0.37% 1349 0 0.0% Q2 2026 Jul 23, 2026
SC&H Financial Advisors, Inc. History No change 13,334 1,074 0.14% 0.14% 1350 0 0.0% Q2 2026 Aug 04, 2026
Forza Wealth Management, LLC History No change 13,315 1,072 0.33% 0.33% 1351 0 0.0% Q2 2026 Jul 17, 2026
FIRST COMMUNITY TRUST NA History No change 13,268 1,069 0.48% 0.48% 1352 0 0.0% Q2 2026 Jul 10, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 13,268 1,069 0.22% 0.22% 1353 0 0.0% Q2 2026 Jul 02, 2026
LaSalle St. Investment Advisors, LLC History No change 13,233 1,066 0.13% 0.13% 1354 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 13,242 1,066 0.15% 0.15% 1355 0 0.0% Q2 2026 Aug 03, 2026
Kelman-Lazarov, Inc. History No change 13,227 1,065 0.14% 0.14% 1356 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 13,148 1,059 0.01% 0.01% 1357 0 0.0% Q2 2026 Aug 11, 2026
Autumn Glory Partners, LLC History No change 13,132 1,058 0.3% 0.3% 1358 0 0.0% Q2 2026 Aug 03, 2026
Miller Capital Partners, Inc. History No change 13,112 1,056 0.41% 0.41% 1359 0 0.0% Q2 2026 Aug 12, 2026
WealthTrak Capital Management LLC History No change 13,097 1,055 0.69% 0.69% 1360 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 13,103 1,055 0.07% 0.07% 1361 0 0.0% Q2 2026 Aug 07, 2026
NTV ASSET MANAGEMENT LLC History No change 13,073 1,053 0.1% 0.1% 1362 0 0.0% Q2 2026 Aug 05, 2026
LifePlan Financial, LLC History No change 13,080 1,053 0.74% 0.74% 1363 0 0.0% Q2 2026 Jul 21, 2026
Garde Capital, Inc. History No change 13,063 1,052 0.05% 0.05% 1364 0 0.0% Q2 2026 Jul 31, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 13,041 1,050 0.83% 0.83% 1365 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 13,020 1,049 0.04% 0.04% 1366 0 0.0% Q2 2026 Jul 24, 2026
Oak Barrel Wealth Advisory LLC History No change 13,021 1,049 0.46% 0.46% 1367 0 0.0% Q2 2026 Aug 07, 2026
Geneva Partners, LLC History No change 13,026 1,048 0.28% 0.28% 1368 0 0.0% Q2 2026 Aug 10, 2026
Apex Wealth Management, LLC History No change 13,000 1,047 0.64% 0.64% 1369 0 0.0% Q2 2026 Aug 11, 2026
Madden Advisory Services, Inc. History No change 12,954 1,043 0.37% 0.37% 1370 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Capital Group History No change 12,879 1,037 0.12% 0.12% 1371 0 0.0% Q2 2026 Jul 08, 2026
Kohmann Bosshard Financial Services, LLC History No change 12,825 1,033 0.09% 0.09% 1372 0 0.0% Q2 2026 Jul 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 12,820 1,032 0.08% 0.08% 1373 0 0.0% Q2 2026 Jul 28, 2026
Oxbow Advisors, LLC History No change 12,820 1,032 0.08% 0.08% 1374 0 0.0% Q2 2026 Aug 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 12,799 1,031 0.37% 0.37% 1375 0 0.0% Q2 2026 Jul 08, 2026
Carmel Capital Partners, LLC History No change 12,800 1,031 0.34% 0.34% 1376 0 0.0% Q2 2026 Jul 29, 2026
Clark Asset Management, LLC History No change 12,778 1,029 0.08% 0.08% 1377 0 0.0% Q2 2026 Jul 07, 2026
National Wealth Management Group, LLC History No change 12,731 1,025 0.32% 0.32% 1378 0 0.0% Q2 2026 Jul 14, 2026
Darden Wealth Group Inc History No change 12,712 1,024 0.41% 0.41% 1379 0 0.0% Q2 2026 Aug 06, 2026
Roehl & Yi Investment Advisors, LLC History No change 606,696 1,022 0.34% 0.34% 1380 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 12,669 1,020 0.01% 0.01% 1381 0 0.0% Q2 2026 Jul 23, 2026
WEBSTER BANK, N. A. History No change 12,624 1,017 0.09% 0.09% 1382 0 0.0% Q2 2026 Jul 20, 2026
Curbstone Financial Management Corp History No change 12,632 1,017 0.17% 0.17% 1383 0 0.0% Q2 2026 Jul 14, 2026
WORLD EQUITY GROUP, INC. History No change 12,620 1,016 0.23% 0.23% 1384 0 0.0% Q2 2026 Jul 09, 2026
Clear Street Group Inc. History No change 12,590 1,014 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 12, 2026
Financial Strategies Group, Inc. History No change 12,581 1,012 0.16% 0.16% 1386 0 0.0% Q2 2026 Aug 10, 2026
Journey Advisory Group, LLC History No change 12,558 1,011 0.08% 0.08% 1387 0 0.0% Q2 2026 Aug 04, 2026
Strategic Financial Services, Inc. History No change 12,544 1,010 0.04% 0.04% 1388 0 0.0% Q2 2026 Aug 24, 2026
Ballast Rock Private Wealth LLC History No change 12,537 1,010 0.47% 0.47% 1389 0 0.0% Q2 2026 Aug 10, 2026
Shade Tree Advisors LLC History No change 12,500 1,007 0.59% 0.59% 1390 0 0.0% Q2 2026 Aug 04, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 12,494 1,006 0.46% 0.46% 1391 0 0.0% Q2 2026 Sep 18, 2026
Thrive Capital Management, LLC History No change 12,493 1,006 0.19% 0.19% 1392 0 0.0% Q2 2026 Aug 05, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 12,447 1,002 0.05% 0.05% 1393 0 0.0% Q2 2026 Jul 24, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 12,428 1,001 0.44% 0.44% 1394 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 12,400 999 0.0% 0.0% 1395 0 0.0% Q2 2026 Sep 23, 2026
Capital Investment Advisors, LLC History No change 12,333 993 0.01% 0.01% 1396 0 0.0% Q2 2026 Aug 06, 2026
PECAUT & CO. History No change 12,336 993 0.3% 0.3% 1397 0 0.0% Q2 2026 Aug 03, 2026
McGuire Investment Group, LLC History No change 12,295 990 0.09% 0.09% 1398 0 0.0% Q2 2026 Jul 27, 2026
OpenArc Corporate Advisory, LLC History No change 12,265 988 0.01% 0.01% 1399 0 0.0% Q2 2026 Aug 05, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History No change 12,249 986 0.19% 0.19% 1400 0 0.0% Q2 2026 Jul 09, 2026
Athena Investment Management History No change 12,250 986 0.58% 0.58% 1401 0 0.0% Q2 2026 Aug 06, 2026
Farnam Financial LLC History No change 12,244 986 0.72% 0.72% 1402 0 0.0% Q2 2026 Jul 22, 2026
FMB WEALTH MANAGEMENT History No change 12,213 984 0.36% 0.36% 1403 0 0.0% Q2 2026 Jul 27, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 12,152 979 0.03% 0.03% 1404 0 0.0% Q2 2026 Aug 05, 2026
Detalus Advisors, LLC History No change 12,144 978 0.19% 0.19% 1405 0 0.0% Q2 2026 Jul 27, 2026
Oakmont Advisory Group, LLC History No change 12,120 976 0.82% 0.82% 1406 0 0.0% Q2 2026 Aug 03, 2026
RPS ADVISORY SOLUTIONS LLC History No change 12,085 973 0.64% 0.64% 1407 0 0.0% Q2 2026 Aug 11, 2026
KIECKHEFER GROUP LLC History No change 12,084 973 0.4% 0.4% 1408 0 0.0% Q2 2026 Jul 21, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 11,894 958 0.65% 0.65% 1409 0 0.0% Q2 2026 Aug 07, 2026
L. Roy Papp & Associates, LLP History No change 11,820 952 0.1% 0.1% 1410 0 0.0% Q2 2026 Jul 23, 2026
Noble Wealth Partners LLC History No change 11,805 951 0.83% 0.83% 1411 0 0.0% Q2 2026 Jul 24, 2026
626 Financial, LLC History No change 11,792 950 0.37% 0.37% 1412 0 0.0% Q2 2026 Jul 27, 2026
O'ROURKE & COMPANY, Inc History No change 11,794 950 0.33% 0.33% 1413 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 11,742 946 0.0% 0.0% 1414 0 0.0% Q2 2026 Aug 14, 2026
Bedel Financial Consulting, Inc. History No change 11,687 941 0.09% 0.09% 1415 0 0.0% Q2 2026 Jul 29, 2026
J2 Capital Management Inc History No change 11,670 940 0.63% 0.63% 1416 0 0.0% Q2 2026 Jul 20, 2026
Advisory Advocates, LLC History No change 11,662 939 0.81% 0.81% 1417 0 0.0% Q2 2026 Aug 10, 2026
Lifeworks Advisors, LLC History No change 11,651 938 0.1% 0.1% 1418 0 0.0% Q2 2026 Aug 14, 2026
Aufman Associates Inc History No change 11,621 936 0.37% 0.37% 1419 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 11,617 935 0.09% 0.09% 1420 0 0.0% Q2 2026 Jul 13, 2026
Onyx Bridge Wealth Group LLC History No change 11,553 930 0.08% 0.08% 1421 0 0.0% Q2 2026 Jul 23, 2026
TOWER TRUST & INVESTMENT Co History No change 11,519 927 0.56% 0.56% 1422 0 0.0% Q2 2026 Jul 09, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 11,490 925 0.56% 0.56% 1423 0 0.0% Q2 2026 Jul 13, 2026
Asset Advisory Group, Inc. History No change 11,474 924 0.4% 0.4% 1424 0 0.0% Q2 2026 Jul 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 11,444 922 0.09% 0.09% 1425 0 0.0% Q2 2026 Jul 07, 2026
ETF Store, Inc. History No change 11,404 918 0.77% 0.77% 1426 0 0.0% Q2 2026 Jul 29, 2026
Advisory Alpha, LLC History No change 11,357 915 0.02% 0.02% 1427 0 0.0% Q2 2026 Aug 11, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 11,347 914 0.23% 0.23% 1428 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 11,321 912 0.1% 0.1% 1429 0 0.0% Q2 2026 Jul 10, 2026
MCDONALD PARTNERS LLC History No change 11,293 909 0.22% 0.22% 1430 0 0.0% Q2 2026 Jul 28, 2026
Peterson Wealth Advisors, LLC History No change 11,277 908 0.11% 0.11% 1431 0 0.0% Q2 2026 Aug 10, 2026
TENET WEALTH PARTNERS, LLC History No change 11,220 908 0.68% 0.68% 1432 0 0.0% Q2 2026 Aug 07, 2026
Apollon Financial, LLC History No change 11,264 907 0.11% 0.11% 1433 0 0.0% Q2 2026 Jul 22, 2026
TOWNSQUARE CAPITAL LLC History No change 11,224 904 0.17% 0.17% 1434 0 0.0% Q2 2026 Aug 14, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 11,227 904 0.32% 0.32% 1435 0 0.0% Q2 2026 Aug 03, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 11,216 903 0.04% 0.04% 1436 0 0.0% Q2 2026 Jul 28, 2026
Guardian Asset Advisors, LLC History No change 11,220 903 0.42% 0.42% 1437 0 0.0% Q2 2026 Jul 21, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 11,134 897 0.06% 0.06% 1438 0 0.0% Q2 2026 Jul 16, 2026
Private Wealth Group, LLC History No change 11,112 895 0.35% 0.35% 1439 0 0.0% Q2 2026 Jul 08, 2026
EASTERN BANK History No change 11,086 893 0.01% 0.01% 1440 0 0.0% Q2 2026 Jul 01, 2026
ELEVATUS WELATH MANAGEMENT History No change 11,047 890 0.22% 0.22% 1441 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 11,019 887 0.04% 0.04% 1442 0 0.0% Q2 2026 Jul 23, 2026
Capital Group Private Client Services, Inc. History No change 11,015 887 0.01% 0.01% 1443 0 0.0% Q2 2026 Aug 12, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 11,020 887 0.09% 0.09% 1444 0 0.0% Q2 2026 Jul 29, 2026
Greenline Partners, LLC History No change 11,000 886 0.09% 0.09% 1445 0 0.0% Q2 2026 Aug 14, 2026
Outbound Financial Inc History No change 10,988 885 0.57% 0.57% 1446 0 0.0% Q2 2026 Jul 15, 2026
Chemistry Wealth Management LLC History No change 10,974 884 0.14% 0.14% 1447 0 0.0% Q2 2026 Jul 09, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 10,961 883 0.24% 0.24% 1448 0 0.0% Q2 2026 Jul 09, 2026
FOCUSED ALPHA, LLC History No change 10,950 882 0.23% 0.23% 1449 0 0.0% Q2 2026 Aug 07, 2026
Diversified Portfolios, Inc. History No change 10,937 881 0.06% 0.06% 1450 0 0.0% Q2 2026 Aug 04, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 10,892 877 0.27% 0.27% 1451 0 0.0% Q2 2026 Jul 28, 2026
Vantus Wealth LLC History No change 10,860 874 0.47% 0.47% 1452 0 0.0% Q2 2026 Aug 07, 2026
Guardian Financial Partners, LLC History No change 10,840 873 0.34% 0.34% 1453 0 0.0% Q2 2026 Jul 15, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 10,837 873 0.07% 0.07% 1454 0 0.0% Q2 2026 Jul 28, 2026
Sovereign Financial Group, Inc. History No change 10,817 871 0.13% 0.13% 1455 0 0.0% Q2 2026 Jul 24, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 10,802 870 0.58% 0.58% 1456 0 0.0% Q2 2026 Aug 14, 2026
Galvin, Gaustad & Stein, LLC History No change 10,786 869 0.06% 0.06% 1457 0 0.0% Q2 2026 Jul 29, 2026
Graney & King, LLC History No change 10,647 869 0.31% 0.31% 1458 0 0.0% Q2 2026 Aug 07, 2026
GRANDFIELD & DODD, LLC History No change 10,747 865 0.05% 0.05% 1459 0 0.0% Q2 2026 Aug 07, 2026
Churchill Financial Advisors, LLC History No change 10,734 864 0.17% 0.17% 1460 0 0.0% Q2 2026 Jul 15, 2026
Sloy Dahl & Holst, LLC History No change 10,721 863 0.11% 0.11% 1461 0 0.0% Q2 2026 Aug 13, 2026
Horst & Graben Wealth Management LLC History No change 10,728 862 0.11% 0.11% 1462 0 0.0% Q2 2026 Jul 22, 2026
LIBRA WEALTH LLC History No change 10,708 862 0.22% 0.22% 1463 0 0.0% Q2 2026 Aug 06, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 10,661 858 0.58% 0.58% 1464 0 0.0% Q2 2026 Jul 15, 2026
Aaron Wealth Advisors LLC History No change 10,647 857 0.04% 0.04% 1465 0 0.0% Q2 2026 Jul 16, 2026
Antonelli Financial Advisors, LLC History No change 10,638 857 0.59% 0.59% 1466 0 0.0% Q2 2026 Jul 14, 2026
SpringVest Wealth Management LLC History No change 10,644 857 0.54% 0.54% 1467 0 0.0% Q2 2026 Jul 22, 2026
Legacy Private Trust Co. History No change 10,604 854 0.05% 0.05% 1468 0 0.0% Q2 2026 Jul 21, 2026
Empirical Asset Management, LLC History No change 10,592 853 0.19% 0.19% 1469 0 0.0% Q2 2026 Aug 10, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 10,590 853 0.24% 0.24% 1470 0 0.0% Q2 2026 Aug 12, 2026
TI-TRUST, INC History No change 10,584 852 0.46% 0.46% 1471 0 0.0% Q2 2026 Jul 23, 2026
Olde Wealth Management, LLC History No change 10,555 850 0.24% 0.24% 1472 0 0.0% Q2 2026 Aug 13, 2026
PCG ASSET MANAGEMENT, LLC History No change 10,494 845 0.61% 0.61% 1473 0 0.0% Q2 2026 Jul 27, 2026
Daviman Financial, LLC History No change 10,476 844 0.47% 0.47% 1474 0 0.0% Q2 2026 Jul 24, 2026
Disciplined Investments, LLC History No change 10,459 842 0.27% 0.27% 1475 0 0.0% Q2 2026 Aug 07, 2026
Strategic Equity Management History No change 10,458 842 0.28% 0.28% 1476 0 0.0% Q2 2026 Aug 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 10,377 836 0.01% 0.01% 1477 0 0.0% Q2 2026 Jul 20, 2026
Independence Bank of Kentucky History No change 10,386 836 0.09% 0.09% 1478 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 10,374 835 0.07% 0.07% 1479 0 0.0% Q2 2026 Jul 22, 2026
WJ Financial Advisors LLC History No change 10,352 834 0.61% 0.61% 1480 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 10,351 833 0.04% 0.04% 1481 0 0.0% Q2 2026 Aug 14, 2026
SONATA CAPITAL GROUP INC History No change 10,328 832 0.27% 0.27% 1482 0 0.0% Q2 2026 Jul 24, 2026
Plan A Wealth LLC History No change 10,303 830 0.35% 0.35% 1483 0 0.0% Q2 2026 Jul 14, 2026
Willis Investment Counsel History No change 10,268 827 0.04% 0.04% 1484 0 0.0% Q2 2026 Aug 03, 2026
Bakala Capital LLC History No change 10,264 827 3.62% 3.62% 1485 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 10,247 825 0.03% 0.03% 1486 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 10,216 823 0.04% 0.04% 1487 0 0.0% Q2 2026 Aug 13, 2026
Copeland Capital Management, LLC History No change 10,202 821 0.02% 0.02% 1488 0 0.0% Q2 2026 Aug 04, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 10,192 821 0.05% 0.05% 1489 0 0.0% Q2 2026 Aug 11, 2026
Penobscot Investment Management Company, Inc. History No change 10,172 819 0.06% 0.06% 1490 0 0.0% Q2 2026 Jul 24, 2026
Eagle Bay Advisors LLC History No change 10,168 819 0.61% 0.61% 1491 0 0.0% Q2 2026 Aug 03, 2026
Aberdeen Wealth Management LLC History No change 10,079 812 0.39% 0.39% 1492 0 0.0% Q2 2026 Aug 13, 2026
Astra Wealth Partners LLC History No change 10,083 812 0.43% 0.43% 1493 0 0.0% Q2 2026 Aug 11, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 10,052 809 0.05% 0.05% 1494 0 0.0% Q2 2026 Jul 29, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 9,996 805 0.04% 0.04% 1495 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Services, LLC History No change 9,998 805 0.48% 0.48% 1496 0 0.0% Q2 2026 Jul 24, 2026
Financial Alternatives, Inc History No change 9,944 801 0.39% 0.39% 1497 0 0.0% Q2 2026 Aug 10, 2026
Noble Wealth Management PBC History Reduced 10,131 794 0.36% 0.37% 1498 -138 -1.34% Q3 2026 Oct 01, 2026
Van Diest Capital, LLC History No change 9,854 793 0.71% 0.71% 1499 0 0.0% Q2 2026 Aug 04, 2026
Diligent Investors, LLC History No change 9,829 791 0.18% 0.18% 1500 0 0.0% Q2 2026 Jul 24, 2026
Howard Capital Management Group, LLC History No change 9,812 790 0.05% 0.05% 1501 0 0.0% Q2 2026 Jul 16, 2026
Financial Security Advisor, Inc. History No change 9,813 790 0.13% 0.13% 1502 0 0.0% Q2 2026 Aug 11, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 9,808 790 0.37% 0.37% 1503 0 0.0% Q2 2026 Aug 14, 2026
Hummer Financial Advisory Services Inc History No change 9,796 789 0.52% 0.52% 1504 0 0.0% Q2 2026 Jul 07, 2026
Financial Symmetry Inc History No change 9,721 783 0.26% 0.26% 1505 0 0.0% Q2 2026 Jul 14, 2026
Stonebridge Financial Group, LLC History Added to 9,930 778 0.06% 0.06% 1506 +407 4.27% Q3 2026 Oct 01, 2026
TFR Capital, LLC. History No change 9,666 778 0.22% 0.22% 1507 0 0.0% Q2 2026 Aug 06, 2026
EQUITABLE TRUST CO History No change 9,639 776 0.03% 0.03% 1508 0 0.0% Q2 2026 Jul 23, 2026
Advance Capital Management, Inc. History No change 9,641 776 0.03% 0.03% 1509 0 0.0% Q2 2026 Aug 12, 2026
LEE DANNER & BASS INC History No change 9,620 775 0.04% 0.04% 1510 0 0.0% Q2 2026 Jul 21, 2026
FORTEM FINANCIAL GROUP, LLC History No change 9,620 775 0.16% 0.16% 1511 0 0.0% Q2 2026 Jul 20, 2026
Briggs Wealth Management, Inc History No change 9,617 774 0.71% 0.71% 1512 0 0.0% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History No change 9,600 773 0.07% 0.07% 1513 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 9,589 772 0.01% 0.01% 1514 0 0.0% Q2 2026 Aug 11, 2026
Bestgate Wealth Advisors, LLC History No change 9,580 771 1.23% 1.23% 1515 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 9,521 767 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 14, 2026
Westshore Wealth, LLC History No change 9,527 767 0.24% 0.24% 1517 0 0.0% Q2 2026 Aug 10, 2026
Pandi, LLC History No change 9,532 767 0.12% 0.12% 1518 0 0.0% Q2 2026 Aug 12, 2026
DAVIDSON TRUST CO History No change 9,480 763 0.3% 0.3% 1519 0 0.0% Q2 2026 Jul 29, 2026
Triad Wealth Partners, LLC History No change 9,339 763 0.04% 0.04% 1520 0 0.0% Q2 2026 Aug 10, 2026
Welch Group, LLC History No change 9,454 761 0.03% 0.03% 1521 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 9,438 760 0.1% 0.1% 1522 0 0.0% Q2 2026 Aug 04, 2026
PACIFIC SUN FINANCIAL CORP History No change 9,419 758 0.31% 0.31% 1523 0 0.0% Q2 2026 Aug 07, 2026
Colonial Trust Co / SC History No change 9,417 758 0.1% 0.1% 1524 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History No change 9,375 755 0.01% 0.01% 1525 0 0.0% Q2 2026 Jul 10, 2026
Avantax Planning Partners, Inc. History No change 9,352 753 0.02% 0.02% 1526 0 0.0% Q2 2026 Jul 28, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 9,357 753 0.28% 0.28% 1527 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 9,356 753 0.65% 0.65% 1528 0 0.0% Q2 2026 Jul 23, 2026
Sara-Bay Financial History No change 9,318 750 0.2% 0.2% 1529 0 0.0% Q2 2026 Jul 17, 2026
Livet Wealth, LLC History No change 9,305 749 0.43% 0.43% 1530 0 0.0% Q2 2026 Jul 28, 2026
Brookwood Investment Group LLC History No change 9,284 748 0.08% 0.08% 1531 0 0.0% Q2 2026 Jul 23, 2026
Sonoma Allocations LLC History No change 9,236 748 0.23% 0.23% 1532 0 0.0% Q2 2026 Jul 08, 2026
Networth Advisors, LLC History No change 9,269 746 0.43% 0.43% 1533 0 0.0% Q2 2026 Jul 22, 2026
FIRST INTERSTATE BANK History No change 9,257 745 0.04% 0.04% 1534 0 0.0% Q2 2026 Jul 24, 2026
Thomasville National Bank History No change 9,247 745 0.04% 0.04% 1535 0 0.0% Q2 2026 Jul 20, 2026
Rinkey Investments History No change 9,228 743 0.17% 0.17% 1536 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 9,204 741 0.07% 0.07% 1537 0 0.0% Q2 2026 Aug 07, 2026
FSM Wealth Advisors, LLC History No change 9,174 739 0.08% 0.08% 1538 0 0.0% Q2 2026 Jul 15, 2026
Palisade Asset Management, LLC History No change 9,149 737 0.07% 0.07% 1539 0 0.0% Q2 2026 Jul 20, 2026
Beacon Capital Management, LLC History No change 9,159 737 0.11% 0.11% 1540 0 0.0% Q2 2026 Jul 29, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 9,140 736 0.1% 0.1% 1541 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 9,144 736 0.02% 0.02% 1542 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History No change 9,114 734 0.04% 0.04% 1543 0 0.0% Q2 2026 Jul 28, 2026
Nolet Wealth Management, LLC History No change 9,000 725 0.4% 0.4% 1544 0 0.0% Q2 2026 Jul 10, 2026
ARMSTRONG HENRY H ASSOCIATES INC History No change 8,992 724 0.07% 0.07% 1545 0 0.0% Q2 2026 Jul 07, 2026
Park Edge Advisors, LLC History No change 8,981 723 0.15% 0.15% 1546 0 0.0% Q2 2026 Jul 10, 2026
Optivise Advisory Services LLC History No change 8,974 723 0.37% 0.37% 1547 0 0.0% Q2 2026 Jul 13, 2026
Private Advisory Group LLC History No change 8,968 722 0.04% 0.04% 1548 0 0.0% Q2 2026 Aug 06, 2026
Mengis Capital Management, Inc. History No change 8,959 721 0.11% 0.11% 1549 0 0.0% Q2 2026 Jul 28, 2026
Busey Bank History No change 8,912 718 0.02% 0.02% 1550 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 8,919 718 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 8,936 717 0.24% 0.24% 1552 0 0.0% Q2 2026 Jul 21, 2026
Paulson Wealth Management Inc. History No change 8,851 713 0.15% 0.15% 1553 0 0.0% Q2 2026 Aug 04, 2026
Sargent Investment Group, LLC History No change 8,859 713 0.09% 0.09% 1554 0 0.0% Q2 2026 Aug 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 8,859 713 0.24% 0.24% 1555 0 0.0% Q2 2026 Jul 09, 2026
Bison Wealth, LLC History No change 8,789 711 0.07% 0.07% 1556 0 0.0% Q2 2026 Jul 07, 2026
PENNINGTON PARTNERS & CO., LLC History No change 8,822 710 0.23% 0.23% 1557 0 0.0% Q2 2026 Aug 14, 2026
Physician Wealth Advisors, Inc. History No change 8,800 709 0.08% 0.08% 1558 0 0.0% Q2 2026 Jul 20, 2026
True North Advisors, LLC History No change 8,798 708 0.07% 0.07% 1559 0 0.0% Q2 2026 Jul 22, 2026
Millington Financial Advisors, LLC History No change 8,807 706 0.28% 0.28% 1560 0 0.0% Q2 2026 Aug 07, 2026
Huntleigh Advisors, Inc. History No change 8,760 705 0.1% 0.1% 1561 0 0.0% Q2 2026 Aug 04, 2026
Sequent Asset Management, LLC History No change 8,748 704 0.3% 0.3% 1562 0 0.0% Q2 2026 Jul 21, 2026
Johnson Financial Group, Inc. History No change 8,736 703 0.02% 0.02% 1563 0 0.0% Q2 2026 Aug 10, 2026
Values Added Financial LLC History No change 8,724 702 0.25% 0.25% 1564 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Money Management Services LLC History No change 8,705 701 0.44% 0.44% 1565 0 0.0% Q2 2026 Aug 14, 2026
Buttonwood Financial Advisors Inc. History No change 8,684 699 0.21% 0.21% 1566 0 0.0% Q2 2026 Jul 13, 2026
Addison Advisors LLC History No change 8,668 698 0.33% 0.33% 1567 0 0.0% Q2 2026 Aug 10, 2026
Colter Lewis Investment Partners LLC History No change 8,656 697 0.31% 0.31% 1568 0 0.0% Q2 2026 Aug 14, 2026
Luminvest Wealth Management LLC History No change 8,633 695 0.16% 0.16% 1569 0 0.0% Q2 2026 Jul 29, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 8,616 694 0.28% 0.28% 1570 0 0.0% Q2 2026 Sep 18, 2026
UNIQUE WEALTH, LLC History No change 8,624 694 0.08% 0.08% 1571 0 0.0% Q2 2026 Jul 21, 2026
Human Investing LLC History No change 8,604 693 0.09% 0.09% 1572 0 0.0% Q2 2026 Jul 21, 2026
Providence First Trust Co History No change 8,594 692 0.19% 0.19% 1573 0 0.0% Q2 2026 Jul 27, 2026
DecisionMap Wealth Management, LLC History No change 8,592 692 0.39% 0.39% 1574 0 0.0% Q2 2026 Jul 21, 2026
Purkiss Capital Advisors LLC History No change 8,600 692 0.26% 0.26% 1575 0 0.0% Q2 2026 Jul 30, 2026
Keel Point, LLC History No change 8,572 690 0.04% 0.04% 1576 0 0.0% Q2 2026 Aug 14, 2026
Fort Vancouver Investment Management, LLC History No change 8,565 690 0.32% 0.32% 1577 0 0.0% Q2 2026 Jul 29, 2026
One Day In July LLC History No change 8,558 689 0.05% 0.05% 1578 0 0.0% Q2 2026 Aug 03, 2026
Beacon Bank & Trust History No change 8,560 689 0.13% 0.13% 1579 0 0.0% Q2 2026 Aug 03, 2026
71 West Capital Partners History No change 8,556 689 0.02% 0.02% 1580 0 0.0% Q2 2026 Aug 04, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 8,541 688 0.18% 0.18% 1581 0 0.0% Q2 2026 Aug 07, 2026
Selective Wealth Management, Inc. History No change 8,563 687 0.18% 0.18% 1582 0 0.0% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History No change 8,515 686 0.05% 0.05% 1583 0 0.0% Q2 2026 Sep 04, 2026
StrongBox Wealth, LLC History No change 8,512 685 0.2% 0.2% 1584 0 0.0% Q2 2026 Jul 23, 2026
Mayfair Advisory Group, LLC History No change 8,491 683 0.21% 0.21% 1585 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 8,482 683 0.38% 0.38% 1586 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 8,468 682 0.01% 0.01% 1587 0 0.0% Q2 2026 Aug 11, 2026
Capital Asset Managemnet, LLC History No change 8,468 682 1.53% 1.53% 1588 0 0.0% Q2 2026 Jul 24, 2026
NorthLanding Financial Partners, LLC History No change 8,454 681 0.47% 0.47% 1589 0 0.0% Q2 2026 Jul 23, 2026
Prospera Capital Management, LLC History No change 8,422 681 0.21% 0.21% 1590 0 0.0% Q2 2026 Jul 27, 2026
Thayer Partners, LLC / MA History No change 8,421 678 0.28% 0.28% 1591 0 0.0% Q2 2026 Jul 31, 2026
Grey Ledge Advisors, LLC History No change 8,381 675 0.14% 0.14% 1592 0 0.0% Q2 2026 Jul 27, 2026
Baron Wealth Management LLC History No change 8,387 675 0.18% 0.18% 1593 0 0.0% Q2 2026 Jul 07, 2026
SEARLE & CO. History No change 8,372 674 0.15% 0.15% 1594 0 0.0% Q2 2026 Jul 27, 2026
Lodestone Wealth Management LLC History No change 8,375 674 0.24% 0.24% 1595 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History No change 8,358 673 0.07% 0.07% 1596 0 0.0% Q2 2026 Jul 09, 2026
Unified Investment Management History No change 8,324 670 0.62% 0.62% 1597 0 0.0% Q2 2026 Jul 27, 2026
Acorn Wealth Advisors, LLC History No change 8,300 668 0.16% 0.16% 1598 0 0.0% Q2 2026 Jul 30, 2026
Park Capital Management, LLC / WI History No change 8,296 668 0.39% 0.39% 1599 0 0.0% Q2 2026 Jul 10, 2026
Trust Point Inc. History No change 8,284 667 0.06% 0.06% 1600 0 0.0% Q2 2026 Jul 08, 2026
FC Advisory LLC History No change 8,280 667 0.18% 0.18% 1601 0 0.0% Q2 2026 Jul 09, 2026
Winthrop Capital Management, LLC History No change 8,252 665 0.16% 0.16% 1602 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON-ALTUS USA INC. History No change 2,315 664 0.47% 0.47% 1603 0 0.0% Q2 2026 Sep 17, 2026
First National Advisers, LLC History No change 8,238 663 0.09% 0.09% 1604 0 0.0% Q2 2026 Jul 21, 2026
Strategic Wealth Advisors LLC History No change 2,280 661 0.57% 0.57% 1605 0 0.0% Q2 2026 Aug 07, 2026
RiverGlades Family Offices LLC History No change 8,204 660 0.3% 0.3% 1606 0 0.0% Q2 2026 Aug 10, 2026
Sightline Wealth Advisors, LLC History No change 8,199 660 0.24% 0.24% 1607 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 8,183 659 0.18% 0.18% 1608 0 0.0% Q2 2026 Jul 23, 2026
Inman Jager Wealth Management, LLC History No change 8,168 658 0.35% 0.35% 1609 0 0.0% Q2 2026 Aug 07, 2026
Accel Wealth Management History No change 8,164 657 0.15% 0.15% 1610 0 0.0% Q2 2026 Jul 10, 2026
Geometric Wealth Advisors History No change 8,158 657 0.07% 0.07% 1611 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 8,136 655 0.0% 0.0% 1612 0 0.0% Q2 2026 Aug 07, 2026
Atala Financial Inc History No change 8,136 655 0.4% 0.4% 1613 0 0.0% Q2 2026 Jul 23, 2026
Aspire Growth Partners LLC History No change 8,133 655 0.38% 0.38% 1614 0 0.0% Q2 2026 Jul 29, 2026
Carr Financial Group Corp History No change 8,089 651 0.15% 0.15% 1615 0 0.0% Q2 2026 Aug 06, 2026
Turtle Creek Wealth Advisors, LLC History No change 8,062 649 0.03% 0.03% 1616 0 0.0% Q2 2026 Jul 27, 2026
SVB WEALTH LLC History No change 8,037 647 0.04% 0.04% 1617 0 0.0% Q2 2026 Jul 17, 2026
Y-Intercept (Hong Kong) Ltd History No change 8,036 647 0.01% 0.01% 1618 0 0.0% Q2 2026 Jul 13, 2026
Greenspring Advisors, LLC History No change 8,022 646 0.04% 0.04% 1619 0 0.0% Q2 2026 Aug 11, 2026
Stokes Family Office, LLC History No change 7,986 643 0.07% 0.07% 1620 0 0.0% Q2 2026 Aug 11, 2026
TFB Advisors LLC History No change 7,964 641 0.28% 0.28% 1621 0 0.0% Q2 2026 Aug 06, 2026
EdgeRock Capital LLC History No change 7,932 639 0.14% 0.14% 1622 0 0.0% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History No change 7,921 638 0.08% 0.08% 1623 0 0.0% Q2 2026 Aug 05, 2026
Aspen Grove Capital, LLC History No change 7,879 635 0.09% 0.09% 1624 0 0.0% Q2 2026 Aug 14, 2026
NOTTINGHAM ADVISORS, INC. History No change 7,932 633 0.08% 0.08% 1625 0 0.0% Q2 2026 Jul 27, 2026
American Institute for Advanced Investment Management, LLP History No change 7,840 631 0.36% 0.36% 1626 0 0.0% Q2 2026 Jul 21, 2026
Ranch Capital Advisors Inc. History No change 7,814 629 0.2% 0.2% 1627 0 0.0% Q2 2026 Aug 03, 2026
ETF Portfolio Partners, Inc. History No change 7,800 628 0.15% 0.15% 1628 0 0.0% Q2 2026 Jul 13, 2026
Modus Advisors, LLC History No change 7,795 628 0.16% 0.16% 1629 0 0.0% Q2 2026 Aug 03, 2026
Marotta Asset Management History Added to 8,004 627 0.11% 0.11% 1630 +32 0.4% Q3 2026 Oct 02, 2026
Meridian Wealth Partners, LLC History No change 7,738 623 0.08% 0.08% 1631 0 0.0% Q2 2026 Aug 12, 2026
FISHMAN JAY A LTD/MI History No change 7,708 621 0.05% 0.05% 1632 0 0.0% Q2 2026 Jul 29, 2026
Talisman Wealth Advisors LLC History No change 2,853 621 0.46% 0.46% 1633 0 0.0% Q2 2026 Aug 14, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 7,700 620 0.29% 0.29% 1634 0 0.0% Q2 2026 Jul 10, 2026
Cove Private Wealth, LLC History No change 7,700 620 0.12% 0.12% 1635 0 0.0% Q2 2026 Jul 31, 2026
CGN Advisors LLC History No change 7,685 619 0.05% 0.05% 1636 0 0.0% Q2 2026 Jul 06, 2026
HARMONY ASSET MANAGEMENT LLC History No change 7,689 619 0.17% 0.17% 1637 0 0.0% Q2 2026 Jul 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 7,689 619 0.38% 0.38% 1638 0 0.0% Q2 2026 Jul 15, 2026
Traynor Capital Management, Inc. History No change 7,649 616 0.03% 0.03% 1639 0 0.0% Q2 2026 Jul 22, 2026
LYELL WEALTH MANAGEMENT, LP History No change 7,632 614 0.04% 0.04% 1640 0 0.0% Q2 2026 Aug 05, 2026
COFG Advisors, LLC History No change 7,603 612 0.11% 0.11% 1641 0 0.0% Q2 2026 Aug 14, 2026
GuidedMoney, LLC History No change 7,596 612 0.28% 0.28% 1642 0 0.0% Q2 2026 Jul 28, 2026
Hoese & Co LLP History No change 7,560 609 0.4% 0.4% 1643 0 0.0% Q2 2026 Jul 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 7,542 607 0.1% 0.1% 1644 0 0.0% Q2 2026 Jul 23, 2026
Octavia Wealth Advisors, LLC History No change 7,546 607 0.05% 0.05% 1645 0 0.0% Q2 2026 Jul 14, 2026
Beaird Harris Wealth Management, LLC History No change 7,535 607 0.04% 0.04% 1646 0 0.0% Q2 2026 Jul 08, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 7,514 605 0.08% 0.08% 1647 0 0.0% Q2 2026 Aug 12, 2026
Sterling Financial Planning, Inc. History No change 7,490 603 0.16% 0.16% 1648 0 0.0% Q2 2026 Aug 11, 2026
Portside Wealth Group, LLC History No change 7,492 603 0.07% 0.07% 1649 0 0.0% Q2 2026 Jul 14, 2026
First Bank & Trust History No change 7,484 602 0.09% 0.09% 1650 0 0.0% Q2 2026 Jul 09, 2026
Old Peak Finance LLC History No change 7,437 599 0.29% 0.29% 1651 0 0.0% Q2 2026 Aug 03, 2026
J. Team Financial, Inc. History No change 7,439 599 0.58% 0.58% 1652 0 0.0% Q2 2026 Jul 27, 2026
Timbuktu Capital Management, LLC History No change 7,418 597 0.9% 0.9% 1653 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 7,398 596 0.05% 0.05% 1654 0 0.0% Q2 2026 Jul 20, 2026
Ariadne Wealth Management, LP History No change 7,400 596 0.26% 0.26% 1655 0 0.0% Q2 2026 Aug 13, 2026
Sentinel Advisory Group, LLC History No change 7,397 595 0.24% 0.24% 1656 0 0.0% Q2 2026 Jul 23, 2026
Investment Planning Advisors, Inc. History No change 7,385 594 0.14% 0.14% 1657 0 0.0% Q2 2026 Jul 23, 2026
Marion Wealth Management History No change 7,348 592 0.12% 0.12% 1658 0 0.0% Q2 2026 Jul 16, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 7,317 589 0.22% 0.22% 1659 0 0.0% Q2 2026 Jul 21, 2026
Washington Trust Advisors, Inc. History No change 7,316 589 0.04% 0.04% 1660 0 0.0% Q2 2026 Jul 29, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 7,284 586 0.09% 0.09% 1661 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 7,260 584 0.02% 0.02% 1662 0 0.0% Q2 2026 Jul 08, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 7,246 583 0.08% 0.08% 1663 0 0.0% Q2 2026 Jul 24, 2026
TRUE Private Wealth Advisors History No change 7,248 583 0.05% 0.05% 1664 0 0.0% Q2 2026 Jul 23, 2026
JHP Wealth Management, LLC History No change 7,239 583 0.48% 0.48% 1665 0 0.0% Q2 2026 Jul 30, 2026
E6 Portfolios, LLC History No change 7,229 582 0.47% 0.47% 1666 0 0.0% Q2 2026 Aug 10, 2026
Live Oak Private Wealth LLC History No change 7,216 581 0.07% 0.07% 1667 0 0.0% Q2 2026 Jul 20, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 7,391 579 0.17% 0.19% 1668 +27 0.37% Q3 2026 Oct 01, 2026
Avestar Capital, LLC History No change 7,176 578 0.03% 0.03% 1669 0 0.0% Q2 2026 Jul 29, 2026
CENTAURUS FINANCIAL, INC. History No change 7,154 576 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 17, 2026
Madison Wealth Partners, Inc History No change 7,151 576 0.07% 0.07% 1671 0 0.0% Q2 2026 Aug 12, 2026
BECKER CAPITAL MANAGEMENT INC History No change 7,108 572 0.02% 0.02% 1672 0 0.0% Q2 2026 Jul 31, 2026
DAVIS R M INC History No change 7,100 572 0.01% 0.01% 1673 0 0.0% Q2 2026 Aug 14, 2026
WESTBOURNE INVESTMENTS, INC. History No change 7,100 572 0.23% 0.23% 1674 0 0.0% Q2 2026 Aug 11, 2026
Financial Partners Group, Inc History No change 7,108 572 0.06% 0.06% 1675 0 0.0% Q2 2026 Jul 23, 2026
Astoria Portfolio Advisors LLC. History No change 7,098 571 0.1% 0.1% 1676 0 0.0% Q2 2026 Jul 28, 2026
Fort Sheridan Advisors LLC History No change 7,079 570 0.06% 0.06% 1677 0 0.0% Q2 2026 Aug 05, 2026
AM INVESTMENT STRATEGIES LLC History No change 7,044 568 0.11% 0.11% 1678 0 0.0% Q2 2026 Jul 16, 2026
Covestor Ltd History No change 7,024 566 0.33% 0.33% 1679 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 7,016 565 0.1% 0.1% 1680 0 0.0% Q2 2026 Jul 23, 2026
Waterloo Capital, L.P. History No change 7,014 565 0.03% 0.03% 1681 0 0.0% Q2 2026 Jul 29, 2026
Heirloom Wealth Management History No change 7,004 564 0.08% 0.08% 1682 0 0.0% Q2 2026 Aug 03, 2026
SIMA Wealth Partners, LLC History No change 6,999 563 0.4% 0.4% 1683 0 0.0% Q2 2026 Jul 28, 2026
Verum Partners LLC History No change 6,980 562 0.08% 0.08% 1684 0 0.0% Q2 2026 Jul 22, 2026
Birchcreek Wealth Management, LLC History No change 6,933 558 0.22% 0.22% 1685 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 6,920 557 0.01% 0.01% 1686 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE MANAGEMENT GROUP INC History No change 6,901 556 0.01% 0.01% 1687 0 0.0% Q2 2026 Jul 31, 2026
SEEDS INVESTOR LLC History No change 6,897 555 0.06% 0.06% 1688 0 0.0% Q2 2026 Aug 12, 2026
Hardin Capital Partners, LLC History No change 6,886 555 0.26% 0.26% 1689 0 0.0% Q2 2026 Jul 07, 2026
Topsail Wealth Management, LLC History No change 6,896 555 0.07% 0.07% 1690 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 6,881 554 0.05% 0.05% 1691 0 0.0% Q2 2026 Jul 16, 2026
R. W. Roge & Company, Inc. History No change 6,880 554 0.23% 0.23% 1692 0 0.0% Q2 2026 Jul 31, 2026
Sonoma Private Wealth LLC History No change 6,877 554 0.6% 0.6% 1693 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 6,877 553 0.0% 0.0% 1694 0 0.0% Q2 2026 Jul 27, 2026
Everstar Asset Management, LLC History No change 6,860 552 0.27% 0.27% 1695 0 0.0% Q2 2026 Aug 03, 2026
Clearwave Capital, LLC History No change 6,859 552 0.3% 0.3% 1696 0 0.0% Q2 2026 Jul 17, 2026
Accretive Wealth Partners, LLC History No change 6,848 551 0.13% 0.13% 1697 0 0.0% Q2 2026 Jul 29, 2026
GHP Investment Advisors, Inc. History No change 6,838 550 0.02% 0.02% 1698 0 0.0% Q2 2026 Jul 17, 2026
Asempa Wealth Advisors History No change 6,830 550 0.41% 0.41% 1699 0 0.0% Q2 2026 Jul 13, 2026
Hardy Reed LLC History No change 6,819 549 0.04% 0.04% 1700 0 0.0% Q2 2026 Aug 03, 2026
Gallagher Capital Advisors, LLC History No change 6,816 549 0.31% 0.31% 1701 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 6,796 547 0.12% 0.12% 1702 0 0.0% Q2 2026 Jul 27, 2026
Thrive Wealth Management, LLC History No change 6,782 546 0.07% 0.07% 1703 0 0.0% Q2 2026 Jul 07, 2026
Abound Wealth Management History No change 6,719 541 0.11% 0.11% 1704 0 0.0% Q2 2026 Jul 10, 2026
Convergence Financial, LLC History No change 6,726 541 0.04% 0.04% 1705 0 0.0% Q2 2026 Aug 05, 2026
Blom & Howell Financial Planning, Inc. History No change 6,722 541 0.45% 0.45% 1706 0 0.0% Q2 2026 Aug 04, 2026
Elevate Capital Advisors, LLC History No change 6,707 540 0.3% 0.3% 1707 0 0.0% Q2 2026 Jul 31, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 6,692 539 0.03% 0.03% 1708 0 0.0% Q2 2026 Jul 23, 2026
Chicago Capital, LLC History No change 6,692 539 0.01% 0.01% 1709 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History No change 6,697 539 0.06% 0.06% 1710 0 0.0% Q2 2026 Jul 23, 2026
HBK Sorce Advisory LLC History No change 6,484 535 0.01% 0.01% 1711 0 0.0% Q2 2026 Aug 06, 2026
Gerber Kawasaki Wealth & Investment Management History No change 6,640 535 0.01% 0.01% 1712 0 0.0% Q2 2026 Aug 07, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 6,644 535 0.14% 0.14% 1713 0 0.0% Q2 2026 Jul 13, 2026
Naviter Wealth, LLC History No change 6,649 535 0.05% 0.05% 1714 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,636 534 0.0% 0.0% 1715 0 0.0% Q2 2026 Aug 13, 2026
Good Harbor Advisors, Inc. History No change 6,630 534 0.52% 0.52% 1716 0 0.0% Q2 2026 Jul 17, 2026
Hickory Point Bank & Trust History No change 6,800 533 0.32% 0.33% 1717 0 0.0% Q3 2026 Oct 01, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 6,614 532 0.13% 0.13% 1718 0 0.0% Q2 2026 Jul 30, 2026
Copia Wealth Management History No change 6,600 531 0.32% 0.32% 1719 0 0.0% Q2 2026 Aug 17, 2026
Edgestream Partners, L.P. History No change 6,573 529 0.02% 0.02% 1720 0 0.0% Q2 2026 Aug 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 6,520 525 0.01% 0.01% 1721 0 0.0% Q2 2026 Jul 23, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 6,516 524 0.29% 0.29% 1722 0 0.0% Q2 2026 Jul 16, 2026
Jefferson Bridge Capital, LLC History No change 6,508 524 0.45% 0.45% 1723 0 0.0% Q2 2026 Jul 21, 2026
ARWA LLC History No change 6,506 524 0.22% 0.22% 1724 0 0.0% Q2 2026 Jul 24, 2026
Gainplan LLC History No change 6,496 523 0.21% 0.21% 1725 0 0.0% Q2 2026 Jul 07, 2026
Warther Private Wealth, LLC History No change 6,500 523 0.11% 0.11% 1726 0 0.0% Q2 2026 Aug 14, 2026
RVW Wealth, LLC History No change 6,487 522 0.03% 0.03% 1727 0 0.0% Q2 2026 Jul 07, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 6,475 521 0.03% 0.03% 1728 0 0.0% Q2 2026 Jul 28, 2026
MYECFO, LLC History No change 6,440 518 0.2% 0.2% 1729 0 0.0% Q2 2026 Aug 10, 2026
Grantvest Financial Group LLC History No change 6,430 518 0.3% 0.3% 1730 0 0.0% Q2 2026 Aug 07, 2026
WATERS PARKERSON & CO., LLC History No change 6,387 514 0.03% 0.03% 1731 0 0.0% Q2 2026 Jul 30, 2026
Westside Investment Management, Inc. History No change 6,374 513 0.07% 0.07% 1732 0 0.0% Q2 2026 Jul 27, 2026
Cladis Investment Advisory, LLC History No change 6,360 512 0.24% 0.24% 1733 0 0.0% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History No change 6,360 512 0.01% 0.01% 1734 0 0.0% Q2 2026 Jul 30, 2026
River Wealth Advisors LLC History No change 6,349 511 0.05% 0.05% 1735 0 0.0% Q2 2026 Aug 04, 2026
Crews Bank & Trust History No change 6,344 511 0.07% 0.07% 1736 0 0.0% Q2 2026 Jul 16, 2026
Confluence Wealth Services, Inc. History No change 6,337 510 0.01% 0.01% 1737 0 0.0% Q2 2026 Jul 22, 2026
Goepper Burkhardt LLC History No change 6,295 507 0.15% 0.15% 1738 0 0.0% Q2 2026 Aug 10, 2026
FourThought Financial Partners, LLC History No change 6,300 507 0.04% 0.04% 1739 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 6,284 506 0.29% 0.29% 1740 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 6,269 505 0.02% 0.02% 1741 0 0.0% Q2 2026 Aug 04, 2026
Allred Capital Management, LLC History No change 6,275 505 0.17% 0.17% 1742 0 0.0% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6,263 504 0.0% 0.0% 1743 0 0.0% Q2 2026 Aug 13, 2026
Miller Financial Services LLC History No change 6,255 503 0.4% 0.4% 1744 0 0.0% Q2 2026 Jul 29, 2026
Quadcap Wealth Management, LLC History No change 6,231 502 0.05% 0.05% 1745 0 0.0% Q2 2026 Jul 31, 2026
TILIA FIDUCIARY PARTNERS, INC. History No change 6,228 501 0.24% 0.24% 1746 0 0.0% Q2 2026 Aug 18, 2026
Opus Capital Group, LLC History No change 6,203 500 0.05% 0.05% 1747 0 0.0% Q2 2026 Jul 31, 2026
LMG Wealth Partners, LLC History No change 6,208 500 0.08% 0.08% 1748 0 0.0% Q2 2026 Aug 12, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 6,174 497 0.38% 0.38% 1749 0 0.0% Q2 2026 Jul 21, 2026
Joseph P. Lucia & Associates, LLC History No change 6,160 496 0.15% 0.15% 1750 0 0.0% Q2 2026 Aug 07, 2026
Gouws Capital LLC History No change 6,164 496 0.23% 0.23% 1751 0 0.0% Q2 2026 Jul 13, 2026
FAIRFIELD, BUSH & CO. History No change 6,155 495 0.24% 0.24% 1752 0 0.0% Q2 2026 Aug 13, 2026
GDS Wealth Management History No change 6,152 495 0.02% 0.02% 1753 0 0.0% Q2 2026 Aug 13, 2026
Granite Harbor Advisors, Inc. History No change 6,145 495 0.2% 0.2% 1754 0 0.0% Q2 2026 Jul 31, 2026
PATTEN & PATTEN INC/TN History No change 6,128 493 0.03% 0.03% 1755 0 0.0% Q2 2026 Aug 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 6,124 493 0.02% 0.02% 1756 0 0.0% Q2 2026 Aug 18, 2026
CAPITAL CITY TRUST CO/FL History No change 6,117 492 0.1% 0.1% 1757 0 0.0% Q2 2026 Aug 04, 2026
DHJJ Financial Advisors, Ltd. History No change 6,113 492 0.14% 0.14% 1758 0 0.0% Q2 2026 Jul 24, 2026
M1 Capital Management LLC History No change 6,099 491 0.18% 0.18% 1759 0 0.0% Q2 2026 Aug 11, 2026
FCG Investment Co History No change 6,096 491 0.17% 0.17% 1760 0 0.0% Q2 2026 Jul 13, 2026
Independent Wealth Advisors LLC History No change 6,103 491 0.44% 0.44% 1761 0 0.0% Q2 2026 Jul 27, 2026
MTM Investment Management, LLC History No change 6,072 489 0.14% 0.14% 1762 0 0.0% Q2 2026 Aug 03, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 6,080 489 0.06% 0.06% 1763 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Capital Partners, LLC History No change 6,009 484 0.2% 0.2% 1764 0 0.0% Q2 2026 Jul 09, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 5,976 481 0.15% 0.15% 1765 0 0.0% Q2 2026 Jul 16, 2026
Serenus Wealth Advisors, LLC History No change 5,980 481 0.08% 0.08% 1766 0 0.0% Q2 2026 Aug 05, 2026
BSW Wealth Partners History No change 5,967 480 0.05% 0.05% 1767 0 0.0% Q2 2026 Jul 15, 2026
CHANNEL WEALTH LLC History No change 5,961 480 0.11% 0.11% 1768 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,952 479 0.02% 0.02% 1769 0 0.0% Q2 2026 Aug 06, 2026
Asset Allocation & Management Company, LLC History No change 5,944 479 0.16% 0.16% 1770 0 0.0% Q2 2026 Jul 15, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 5,936 478 0.29% 0.29% 1771 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 5,934 478 0.05% 0.05% 1772 0 0.0% Q2 2026 Aug 06, 2026
Kathmere Capital Management, LLC History No change 5,924 477 0.03% 0.03% 1773 0 0.0% Q2 2026 Jul 29, 2026
Tempo Wealth, LLC History No change 5,915 476 0.07% 0.07% 1774 0 0.0% Q2 2026 Jul 27, 2026
Sanchez Levi Garrett History No change 5,919 476 0.26% 0.26% 1775 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 5,897 475 0.06% 0.06% 1776 0 0.0% Q2 2026 Aug 06, 2026
Northern Lights Advisors, Inc. History No change 5,896 475 0.26% 0.26% 1777 0 0.0% Q2 2026 Aug 06, 2026
EPG Wealth Management LLC History No change 5,893 474 0.11% 0.11% 1778 0 0.0% Q2 2026 Jul 28, 2026
CORA CAPITAL ADVISORS LLC History No change 5,885 474 0.13% 0.13% 1779 0 0.0% Q2 2026 Jul 24, 2026
AssuredPartners Investment Advisors, LLC History No change 5,885 474 0.05% 0.05% 1780 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 5,858 472 0.05% 0.05% 1781 0 0.0% Q2 2026 Jul 31, 2026
Orgel Wealth Management, LLC History No change 5,856 471 0.01% 0.01% 1782 0 0.0% Q2 2026 Jul 13, 2026
Financial Plan, Inc. History No change 5,856 471 0.04% 0.04% 1783 0 0.0% Q2 2026 Aug 14, 2026
Bensler, LLC History No change 5,829 469 0.04% 0.04% 1784 0 0.0% Q2 2026 Jul 23, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 5,807 467 0.07% 0.07% 1785 0 0.0% Q2 2026 Aug 11, 2026
Allodium Investment Consultants, LLC History No change 5,799 467 0.2% 0.2% 1786 0 0.0% Q2 2026 Jul 14, 2026
WIMMER ASSOCIATES 1, LLC History No change 5,774 465 0.21% 0.21% 1787 0 0.0% Q2 2026 Aug 14, 2026
RAM Investment Partners, LLC History No change 5,779 465 0.07% 0.07% 1788 0 0.0% Q2 2026 Jul 29, 2026
Center For Asset Management LLC History No change 5,770 464 0.21% 0.21% 1789 0 0.0% Q2 2026 Jul 27, 2026
SEMITAM BONAM LLC History No change 5,752 463 0.34% 0.34% 1790 0 0.0% Q2 2026 Jul 24, 2026
Pacific Sage Partners, LLC History No change 5,751 463 0.07% 0.07% 1791 0 0.0% Q2 2026 Aug 06, 2026
CAMDEN NATIONAL BANK History No change 5,743 462 0.06% 0.06% 1792 0 0.0% Q2 2026 Jul 31, 2026
Balboa Wealth Partners History No change 5,745 462 0.06% 0.06% 1793 0 0.0% Q2 2026 Aug 10, 2026
Opus Financial Solutions LLC History No change 5,740 462 0.37% 0.37% 1794 0 0.0% Q2 2026 Jul 24, 2026
Wells Financial Advisors INC History No change 5,732 461 4.28% 4.28% 1795 0 0.0% Q2 2026 Jul 23, 2026
NBH Bank History No change 5,732 461 0.19% 0.19% 1796 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 5,716 460 0.02% 0.02% 1797 0 0.0% Q2 2026 Jul 20, 2026
Old Mission Investment Co LLC History No change 5,721 460 0.1% 0.1% 1798 0 0.0% Q2 2026 Aug 14, 2026
HORAN Wealth, LLC History No change 5,688 458 0.06% 0.06% 1799 0 0.0% Q2 2026 Aug 26, 2026
180 WEALTH ADVISORS, LLC History No change 5,675 457 0.05% 0.05% 1800 0 0.0% Q2 2026 Jul 07, 2026
UNIVEST FINANCIAL Corp History No change 5,656 455 0.02% 0.02% 1801 0 0.0% Q2 2026 Aug 07, 2026
Tower View Wealth Management LLC History No change 5,655 455 0.2% 0.2% 1802 0 0.0% Q2 2026 Jul 24, 2026
Sage Financial Management Group, Inc. History No change 5,652 455 0.13% 0.13% 1803 0 0.0% Q2 2026 Jul 24, 2026
Smith Salley Wealth Management History No change 5,629 453 0.02% 0.02% 1804 0 0.0% Q2 2026 Jul 23, 2026
Belvedere Trading LLC History No change 5,600 451 0.0% 0.0% 1805 0 0.0% Q2 2026 Jul 31, 2026
Berger Financial Group, Inc History No change 5,600 451 0.02% 0.02% 1806 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 5,609 451 0.08% 0.08% 1807 0 0.0% Q2 2026 Aug 04, 2026
1ST SOURCE BANK History No change 5,564 448 0.02% 0.02% 1808 0 0.0% Q2 2026 Aug 06, 2026
M.E. ALLISON & CO., INC. History No change 5,568 448 0.26% 0.26% 1809 0 0.0% Q2 2026 Jul 07, 2026
Radnor Capital Management, LLC History No change 5,552 447 0.06% 0.06% 1810 0 0.0% Q2 2026 Jul 16, 2026
Alta Wealth Advisors LLC History No change 5,557 447 0.12% 0.12% 1811 0 0.0% Q2 2026 Jul 30, 2026
McCollum Christoferson Group LLC History No change 5,538 446 0.13% 0.13% 1812 0 0.0% Q2 2026 Jul 13, 2026
Granite FO LLC History No change 5,540 446 0.24% 0.24% 1813 0 0.0% Q2 2026 Jul 15, 2026
6th Street Advisors, LLC History No change 5,540 446 0.26% 0.26% 1814 0 0.0% Q2 2026 Jul 23, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 5,524 445 0.09% 0.09% 1815 0 0.0% Q2 2026 Jul 08, 2026
Tradewinds, LLC. History No change 35,511 445 0.1% 0.1% 1816 0 0.0% Q2 2026 Aug 14, 2026
United Community Bank History No change 5,528 445 0.14% 0.14% 1817 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 5,512 444 0.04% 0.04% 1818 0 0.0% Q2 2026 Aug 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 5,522 444 0.16% 0.16% 1819 0 0.0% Q2 2026 Aug 11, 2026
Focused Wealth Management, Inc History No change 5,491 442 0.04% 0.04% 1820 0 0.0% Q2 2026 Aug 06, 2026
Code Waechter LLC History No change 5,480 441 0.23% 0.23% 1821 0 0.0% Q2 2026 Jul 31, 2026
Prepared Retirement Institute LLC History No change 5,462 440 0.19% 0.19% 1822 0 0.0% Q2 2026 Aug 10, 2026
LifeGuide Financial Advisors, LLC History No change 5,456 439 0.13% 0.13% 1823 0 0.0% Q2 2026 Jul 09, 2026
David J Yvars Group History No change 5,437 438 0.21% 0.21% 1824 0 0.0% Q2 2026 Jul 07, 2026
Tyche Wealth Partners LLC History No change 5,435 437 0.06% 0.06% 1825 0 0.0% Q2 2026 Aug 06, 2026
Grove Street Fiduciary, LLC History No change 5,432 437 0.18% 0.18% 1826 0 0.0% Q2 2026 Jul 23, 2026
Wayfinding Financial, LLC History No change 5,408 435 0.16% 0.16% 1827 0 0.0% Q2 2026 Aug 13, 2026
L.K. Benson & Company, P.C. History No change 5,406 435 0.13% 0.13% 1828 0 0.0% Q2 2026 Jul 24, 2026
Intelligence Driven Advisers, LLC History No change 5,344 430 0.07% 0.07% 1829 0 0.0% Q2 2026 Aug 06, 2026
Midwest Financial Group LLC History No change 5,339 430 0.15% 0.15% 1830 0 0.0% Q2 2026 Jul 21, 2026
Falcon Wealth Planning History No change 5,318 428 0.03% 0.03% 1831 0 0.0% Q2 2026 Jul 13, 2026
Junk Investment Group, LLC History No change 5,317 428 0.19% 0.19% 1832 0 0.0% Q2 2026 Jul 29, 2026
Evolution Advisers, Inc. History No change 5,304 427 0.16% 0.16% 1833 0 0.0% Q2 2026 Jul 31, 2026
Amicus Financial Advisors, LLC History No change 5,312 427 0.1% 0.1% 1834 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History No change 5,292 426 0.05% 0.05% 1835 0 0.0% Q2 2026 Jul 22, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 5,272 424 0.02% 0.02% 1836 0 0.0% Q2 2026 Aug 04, 2026
RETIREMITTEN FINANCIAL LLC History No change 5,265 424 0.18% 0.18% 1837 0 0.0% Q2 2026 Aug 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,259 423 0.03% 0.03% 1838 0 0.0% Q2 2026 Aug 07, 2026
Canvas Wealth Advisors, LLC History No change 5,252 423 0.06% 0.06% 1839 0 0.0% Q2 2026 Jul 10, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 5,257 423 0.12% 0.12% 1840 0 0.0% Q2 2026 Aug 10, 2026
Marshall Financial Group, LLC History No change 5,214 420 0.06% 0.06% 1841 0 0.0% Q2 2026 Jul 17, 2026
Redhawk Wealth Advisors, Inc. History No change 5,206 419 0.04% 0.04% 1842 0 0.0% Q2 2026 Jul 09, 2026
Integrity Financial Corp /WA History No change 5,201 419 0.2% 0.2% 1843 0 0.0% Q2 2026 Jul 31, 2026
Blue Water Asset Management History No change 5,193 418 0.13% 0.13% 1844 0 0.0% Q2 2026 Aug 03, 2026
Trace Wealth Advisors, LLC History No change 5,196 418 0.27% 0.27% 1845 0 0.0% Q2 2026 Jul 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 5,188 417 0.05% 0.05% 1846 0 0.0% Q2 2026 Jul 29, 2026
Morton Capital Management LLC/CA History No change 5,171 416 0.06% 0.06% 1847 0 0.0% Q2 2026 Jul 23, 2026
SkyOak Wealth, LLC History No change 5,156 415 0.07% 0.07% 1848 0 0.0% Q2 2026 Jul 30, 2026
Capstone Wealth Management Group, Inc. History No change 5,155 415 0.25% 0.25% 1849 0 0.0% Q2 2026 Jul 27, 2026
Elgethun Capital Management History No change 5,124 412 0.06% 0.06% 1850 0 0.0% Q2 2026 Jul 29, 2026
Nova Wealth Management, Inc. History No change 5,124 412 0.23% 0.23% 1851 0 0.0% Q2 2026 Jul 13, 2026
Hibernia Wealth Partners, LLC History No change 5,102 411 0.22% 0.22% 1852 0 0.0% Q2 2026 Jul 23, 2026
Investment Partners Asset Management, Inc. History No change 5,081 409 0.23% 0.23% 1853 0 0.0% Q2 2026 Jul 24, 2026
Mathes Company, Inc. History No change 5,080 409 0.13% 0.13% 1854 0 0.0% Q2 2026 Aug 11, 2026
Park Place Capital Corp History No change 5,085 409 0.06% 0.06% 1855 0 0.0% Q2 2026 Aug 13, 2026
Trilogy Capital Inc. History No change 5,075 408 0.02% 0.02% 1856 0 0.0% Q2 2026 Jul 02, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 5,068 408 0.1% 0.1% 1857 0 0.0% Q2 2026 Jul 09, 2026
FORBES J M & CO LLP History No change 5,052 407 0.03% 0.03% 1858 0 0.0% Q2 2026 Jul 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,051 406 0.15% 0.15% 1859 0 0.0% Q2 2026 Aug 05, 2026
Lavaca Capital LLC History No change 5,040 406 0.04% 0.04% 1860 0 0.0% Q2 2026 Aug 14, 2026
VERITY Wealth Advisors History No change 5,043 406 0.25% 0.25% 1861 0 0.0% Q2 2026 Jul 16, 2026
Ipsen Advisor Group LLC History No change 5,018 404 0.26% 0.26% 1862 0 0.0% Q2 2026 Jul 29, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 5,019 404 0.19% 0.19% 1863 0 0.0% Q2 2026 Jul 24, 2026
Essential Partners LLC History No change 5,020 404 0.19% 0.19% 1864 0 0.0% Q2 2026 Aug 10, 2026
One Wealth Advisors, LLC History No change 5,012 403 0.04% 0.04% 1865 0 0.0% Q2 2026 Aug 06, 2026
Gimbal Financial History No change 5,008 403 0.25% 0.25% 1866 0 0.0% Q2 2026 Aug 04, 2026
Proficio Capital Partners LLC History No change 4,996 402 0.01% 0.01% 1867 0 0.0% Q2 2026 Aug 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,979 401 0.01% 0.01% 1868 0 0.0% Q2 2026 Aug 20, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 4,985 401 0.08% 0.08% 1869 0 0.0% Q2 2026 Aug 06, 2026
NORDEN GROUP LLC History No change 4,984 401 0.03% 0.03% 1870 0 0.0% Q2 2026 Jul 29, 2026
TOMPKINS FINANCIAL CORP History No change 4,976 400 0.03% 0.03% 1871 0 0.0% Q2 2026 Jul 15, 2026
WealthCare Investment Partners, LLC History No change 4,970 400 0.1% 0.1% 1872 0 0.0% Q2 2026 Aug 10, 2026
Aviance Capital Partners, LLC History No change 4,956 399 0.04% 0.04% 1873 0 0.0% Q2 2026 Jul 30, 2026
Global Strategic Investment Solutions, LLC History No change 4,953 399 0.04% 0.04% 1874 0 0.0% Q2 2026 Aug 07, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 4,804 398 0.13% 0.13% 1875 0 0.0% Q2 2026 Aug 13, 2026
VICUS CAPITAL History No change 4,943 398 0.03% 0.03% 1876 0 0.0% Q2 2026 Aug 05, 2026
TRUSTCO BANK CORP N Y History No change 4,932 397 0.29% 0.29% 1877 0 0.0% Q2 2026 Aug 14, 2026
Frazier Financial Advisors, LLC History No change 4,939 397 0.2% 0.2% 1878 0 0.0% Q2 2026 Aug 10, 2026
Seneca Financial Advisors LLC History No change 4,934 397 0.1% 0.1% 1879 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 4,913 395 0.05% 0.05% 1880 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Counsel, LLC History No change 4,900 394 0.05% 0.05% 1881 0 0.0% Q2 2026 Jul 15, 2026
Approach Retirement Advisors, LLC History No change 4,897 394 0.29% 0.29% 1882 0 0.0% Q2 2026 Jul 15, 2026
Breachway Investments LLC History No change 4,868 392 0.59% 0.59% 1883 0 0.0% Q2 2026 Jul 13, 2026
Argent Advisors, Inc. History No change 4,864 391 0.1% 0.1% 1884 0 0.0% Q2 2026 Aug 05, 2026
Madison Park Capital Advisors, LLC History No change 3,277 391 0.28% 0.28% 1885 0 0.0% Q2 2026 Jul 07, 2026
United Advisor Group, LLC History No change 4,851 390 0.04% 0.04% 1886 0 0.0% Q2 2026 Jul 29, 2026
Guardian Wealth Advisors, LLC History No change 4,837 389 0.19% 0.19% 1887 0 0.0% Q2 2026 Aug 05, 2026
WHALEROCK POINT PARTNERS, LLC History No change 4,820 388 0.07% 0.07% 1888 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 4,824 388 0.08% 0.08% 1889 0 0.0% Q2 2026 Aug 07, 2026
Madison Asset Management, LLC History No change 4,808 387 0.0% 0.0% 1890 0 0.0% Q2 2026 Aug 10, 2026
Columbia Bank History No change 4,810 387 0.09% 0.09% 1891 0 0.0% Q2 2026 Jul 24, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 4,800 386 0.12% 0.12% 1892 0 0.0% Q2 2026 Jul 23, 2026
NorthCoast Asset Management LLC History No change 4,795 386 0.01% 0.01% 1893 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 4,780 385 0.02% 0.02% 1894 0 0.0% Q2 2026 Jul 14, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 4,785 385 0.15% 0.15% 1895 0 0.0% Q2 2026 Jul 30, 2026
Regent Peak Wealth Advisors LLC History No change 4,754 383 0.07% 0.07% 1896 0 0.0% Q2 2026 Jul 10, 2026
Prosperity Advisers, LLC History No change 4,760 383 0.28% 0.28% 1897 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Partners, LLC History No change 4,752 382 0.03% 0.03% 1898 0 0.0% Q2 2026 Aug 03, 2026
Shira Ridge Wealth Management History No change 4,751 382 0.13% 0.13% 1899 0 0.0% Q2 2026 Jul 09, 2026
Kapstone Financial Advisors LLC History No change 4,744 382 0.16% 0.16% 1900 0 0.0% Q2 2026 Aug 07, 2026
CATHY PARETO & ASSOCIATES, INC History No change 4,735 381 0.22% 0.22% 1901 0 0.0% Q2 2026 Jul 15, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 4,728 380 0.04% 0.04% 1902 0 0.0% Q2 2026 Jul 28, 2026
Citizens National Bank Trust Department History No change 4,708 379 0.06% 0.06% 1903 0 0.0% Q2 2026 Jul 22, 2026
Swisher Financial Concepts, Inc. History No change 4,700 378 0.24% 0.24% 1904 0 0.0% Q2 2026 Aug 06, 2026
Woodward Financial Advisors, Inc. History No change 4,699 378 0.13% 0.13% 1905 0 0.0% Q2 2026 Aug 14, 2026
Valley Brook Capital Group, Inc. History No change 4,690 377 0.21% 0.21% 1906 0 0.0% Q2 2026 Jul 27, 2026
Pekin Hardy Strauss, Inc. History No change 4,668 376 0.03% 0.03% 1907 0 0.0% Q2 2026 Jul 30, 2026
Moment Partners, LLC History No change 4,676 376 0.07% 0.07% 1908 0 0.0% Q2 2026 Jul 29, 2026
Legacy Financial Advisors, Inc. History No change 4,658 375 0.05% 0.05% 1909 0 0.0% Q2 2026 Aug 05, 2026
BLUELINE ADVISORS LLC History No change 4,666 375 0.26% 0.26% 1910 0 0.0% Q2 2026 Jul 27, 2026
Strategic Advisors LLC History No change 4,636 373 0.08% 0.08% 1911 0 0.0% Q2 2026 Jul 28, 2026
Helium Advisors LLC History No change 4,630 373 0.31% 0.31% 1912 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 4,628 372 0.03% 0.03% 1913 0 0.0% Q2 2026 Aug 04, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 4,620 372 0.0% 0.0% 1914 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History No change 4,618 372 0.09% 0.09% 1915 0 0.0% Q2 2026 Jul 10, 2026
Slow Capital, Inc. History No change 4,616 371 0.04% 0.04% 1916 0 0.0% Q2 2026 Jul 22, 2026
Olistico Wealth, LLC History No change 4,616 371 0.16% 0.16% 1917 0 0.0% Q2 2026 Jul 13, 2026
CADINHA & CO LLC History No change 4,601 370 0.05% 0.05% 1918 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 4,596 370 0.01% 0.01% 1919 0 0.0% Q2 2026 Jul 24, 2026
Legacy PCG, LLC History No change 4,480 370 1.79% 1.79% 1920 0 0.0% Q2 2026 Aug 12, 2026
ADE, LLC History No change 4,572 368 0.16% 0.16% 1921 0 0.0% Q2 2026 Aug 04, 2026
WEST MICHIGAN ADVISORS, LLC History No change 4,555 367 0.07% 0.07% 1922 0 0.0% Q2 2026 Aug 21, 2026
Foundation Wealth Management, LLC\PA History No change 4,559 367 0.11% 0.11% 1923 0 0.0% Q2 2026 Jul 21, 2026
ENTREWEALTH, LLC History No change 4,478 367 0.14% 0.14% 1924 0 0.0% Q2 2026 Aug 13, 2026
First Financial Bank - Trust Division History Reduced 4,668 366 0.03% 0.03% 1925 -40 -0.85% Q3 2026 Oct 01, 2026
Hubbell Strickland Wealth Management, LLC History No change 4,543 366 0.13% 0.13% 1926 0 0.0% Q2 2026 Jul 29, 2026
Kings Path Partners LLC History No change 4,553 366 0.1% 0.1% 1927 0 0.0% Q2 2026 Jul 14, 2026
Disciplined Investors, L.L.C. History No change 4,541 365 0.18% 0.18% 1928 0 0.0% Q2 2026 Aug 11, 2026
Compass Advisory Group LLC History No change 4,528 364 0.09% 0.09% 1929 0 0.0% Q2 2026 Aug 11, 2026
Claro Advisors Inc. History No change 4,522 364 0.04% 0.04% 1930 0 0.0% Q2 2026 Jul 30, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 4,520 364 0.38% 0.38% 1931 0 0.0% Q2 2026 Jul 13, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 4,509 363 0.02% 0.02% 1932 0 0.0% Q2 2026 Jul 31, 2026
MATTERS CAPITAL LLC History No change 4,510 363 0.25% 0.25% 1933 0 0.0% Q2 2026 Aug 12, 2026
PTM WEALTH MANAGEMENT, LLC History No change 4,495 362 0.16% 0.16% 1934 0 0.0% Q2 2026 Aug 06, 2026
Oath Planning, LLC History No change 4,501 362 0.27% 0.27% 1935 0 0.0% Q2 2026 Jul 24, 2026
Trek Financial, LLC History No change 4,482 361 0.02% 0.02% 1936 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,460 359 0.07% 0.07% 1937 0 0.0% Q2 2026 Aug 12, 2026
Parcion Private Wealth LLC History No change 4,456 359 0.02% 0.02% 1938 0 0.0% Q2 2026 Jul 27, 2026
Signature Equity Partners, LLC History No change 4,456 358 0.16% 0.16% 1939 0 0.0% Q2 2026 Jul 30, 2026
GREENLEAF TRUST History No change 4,442 357 0.0% 0.0% 1940 0 0.0% Q2 2026 Jul 21, 2026
First Western Trust Bank History No change 4,428 356 0.02% 0.02% 1941 0 0.0% Q2 2026 Jul 29, 2026
Raab & Moskowitz Asset Management LLC History No change 4,423 356 0.07% 0.07% 1942 0 0.0% Q2 2026 Jul 28, 2026
Clearwater Capital Advisors, LLC History No change 4,424 356 0.03% 0.03% 1943 0 0.0% Q2 2026 Aug 06, 2026
Sunburst Financial Group, LLC History No change 4,411 355 0.06% 0.06% 1944 0 0.0% Q2 2026 Jul 08, 2026
FOSTER & MOTLEY INC History No change 4,392 354 0.02% 0.02% 1945 0 0.0% Q2 2026 Aug 07, 2026
ARS Wealth Advisors Group, LLC History No change 4,402 354 0.03% 0.03% 1946 0 0.0% Q2 2026 Jul 16, 2026
BARRETT & COMPANY, INC. History No change 4,372 352 0.1% 0.1% 1947 0 0.0% Q2 2026 Jul 24, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 4,368 351 0.03% 0.03% 1948 0 0.0% Q2 2026 Jul 28, 2026
HT Partners LLC History No change 4,366 351 0.1% 0.1% 1949 0 0.0% Q2 2026 Jul 16, 2026
McLean Asset Management Corp History No change 4,341 351 0.05% 0.05% 1950 0 0.0% Q2 2026 Aug 12, 2026
Weitzel Financial Services, Inc. History No change 4,372 350 0.12% 0.12% 1951 0 0.0% Q2 2026 Jul 14, 2026
HTG Investment Advisors, Inc. History No change 4,356 350 0.09% 0.09% 1952 0 0.0% Q2 2026 Aug 06, 2026
CCG WEALTH MANAGEMENT, LLC History No change 4,330 348 0.08% 0.08% 1953 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Financial Group, LLC History No change 4,320 348 0.11% 0.11% 1954 0 0.0% Q2 2026 Jul 14, 2026
Cooper Financial Group History No change 4,319 347 0.03% 0.03% 1955 0 0.0% Q2 2026 Jul 08, 2026
Carson Advisory Inc. History No change 4,312 347 0.16% 0.16% 1956 0 0.0% Q2 2026 Aug 11, 2026
Foguth Wealth Management, LLC. History No change 4,346 347 0.04% 0.04% 1957 0 0.0% Q2 2026 Jul 21, 2026
Brady Martz Wealth Solutions, LLC History No change 4,316 347 0.05% 0.05% 1958 0 0.0% Q2 2026 Jul 23, 2026
marrick wealth, LLC History No change 4,312 347 0.25% 0.25% 1959 0 0.0% Q2 2026 Jul 14, 2026
Ironwood Wealth Management, LLC. History No change 4,276 344 0.08% 0.08% 1960 0 0.0% Q2 2026 Jul 30, 2026
Register Financial Advisors LLC History No change 4,281 344 0.11% 0.11% 1961 0 0.0% Q2 2026 Jul 15, 2026
Waycross Investment Management Co History No change 4,248 342 0.26% 0.26% 1962 0 0.0% Q2 2026 Jul 14, 2026
Redwood Financial Network Corp History No change 4,256 342 0.19% 0.19% 1963 0 0.0% Q2 2026 Aug 07, 2026
Sensible Money, LLC History No change 4,220 340 0.09% 0.09% 1964 0 0.0% Q2 2026 Jul 30, 2026
KCM INVESTMENT ADVISORS LLC History No change 4,208 339 0.01% 0.01% 1965 0 0.0% Q2 2026 Aug 13, 2026
Refined Wealth Management History No change 4,215 339 0.2% 0.2% 1966 0 0.0% Q2 2026 Jul 21, 2026
Element Wealth, LLC History No change 4,210 339 0.13% 0.13% 1967 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 4,192 338 0.09% 0.09% 1968 0 0.0% Q2 2026 Jul 24, 2026
Indiana Trust & Investment Management Co History No change 4,188 337 0.09% 0.09% 1969 0 0.0% Q2 2026 Jul 22, 2026
Stanley-Laman Group, Ltd. History No change 4,184 337 0.03% 0.03% 1970 0 0.0% Q2 2026 Aug 05, 2026
Opal Wealth Advisors, LLC History No change 4,193 337 0.07% 0.07% 1971 0 0.0% Q2 2026 Jul 20, 2026
MKT Advisors LLC History No change 4,174 336 0.1% 0.1% 1972 0 0.0% Q2 2026 Jul 09, 2026
tru Independence LLC History No change 4,163 335 0.15% 0.15% 1973 0 0.0% Q2 2026 Aug 10, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 4,168 335 0.06% 0.06% 1974 0 0.0% Q2 2026 Aug 04, 2026
Stockman Wealth Management, Inc. History No change 4,154 334 0.03% 0.03% 1975 0 0.0% Q2 2026 Aug 11, 2026
Northside Capital Management, LLC History No change 4,144 333 0.03% 0.03% 1976 0 0.0% Q2 2026 Jul 10, 2026
KWB Wealth History No change 4,140 333 0.03% 0.03% 1977 0 0.0% Q2 2026 Jul 10, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,136 333 0.09% 0.09% 1978 0 0.0% Q2 2026 Jul 16, 2026
Fragasso Financial Advisors Inc History No change 4,130 332 0.02% 0.02% 1979 0 0.0% Q2 2026 Jul 09, 2026
Miramar Capital, LLC History No change 4,125 332 0.07% 0.07% 1980 0 0.0% Q2 2026 Jul 27, 2026
Summit Wealth Group, LLC History No change 4,118 331 0.07% 0.07% 1981 0 0.0% Q2 2026 Aug 04, 2026
Performance Wealth Partners, LLC History No change 4,109 331 0.01% 0.01% 1982 0 0.0% Q2 2026 Aug 07, 2026
Aureum Wealth Management, LLC History No change 4,116 331 0.21% 0.21% 1983 0 0.0% Q2 2026 Jul 22, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 4,099 330 0.18% 0.18% 1984 0 0.0% Q2 2026 Jul 23, 2026
Michels Family Financial, LLC History No change 4,106 330 0.21% 0.21% 1985 0 0.0% Q2 2026 Aug 14, 2026
Morangie Management LLC History No change 4,104 330 0.27% 0.27% 1986 0 0.0% Q2 2026 Jul 16, 2026
RCW Management, LLC History No change 4,100 330 0.3% 0.3% 1987 0 0.0% Q2 2026 Jul 21, 2026
Advocate Investing Services LLC History No change 4,100 330 0.25% 0.25% 1988 0 0.0% Q2 2026 Jul 28, 2026
Providence Capital Advisors, LLC History No change 4,088 329 0.05% 0.05% 1989 0 0.0% Q2 2026 Aug 11, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 4,092 329 0.14% 0.14% 1990 0 0.0% Q2 2026 Aug 07, 2026
Midwest Professional Planners, LTD. History No change 4,082 328 0.06% 0.06% 1991 0 0.0% Q2 2026 Aug 05, 2026
GK Wealth Management LLC History No change 4,075 328 0.17% 0.17% 1992 0 0.0% Q2 2026 Jul 07, 2026
Merrithew & Thorsten Inc History No change 4,080 328 0.28% 0.28% 1993 0 0.0% Q2 2026 Jul 31, 2026
TBH Global Asset Management, LLC History No change 4,058 326 0.06% 0.06% 1994 0 0.0% Q2 2026 Aug 05, 2026
Polaris Investment Advisors, LLC History No change 4,052 326 0.21% 0.21% 1995 0 0.0% Q2 2026 Jul 09, 2026
55 North Private Wealth, LLC History No change 4,046 326 0.06% 0.06% 1996 0 0.0% Q2 2026 Jul 07, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 4,032 324 0.15% 0.15% 1997 0 0.0% Q2 2026 Aug 07, 2026
Powerhouse Assets LLC History No change 4,027 324 0.26% 0.26% 1998 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 4,025 324 0.03% 0.03% 1999 0 0.0% Q2 2026 Jul 13, 2026
ACIMA PRIVATE WEALTH, LLC History No change 4,028 324 0.09% 0.09% 2000 0 0.0% Q2 2026 Jul 06, 2026