VANGUARD INDEX FUNDS - VOE

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
MORGAN STANLEY History No change 4,886,722 965,616 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 4,488,689 886,964 3.39% 3.39% 2 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 4,426,816 874,738 1.5% 1.5% 3 0 0.0% Q2 2026 Jul 30, 2026
Betterment LLC History No change 3,506,826 692,949 1.17% 1.17% 4 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,377,503 671,985 0.27% 0.27% 5 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 3,119,048 616,323 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 2,726,390 538,734 0.09% 0.09% 7 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,278,495 450,231 0.07% 0.07% 8 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,537,314 303,773 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,439,048 284,355 0.14% 0.14% 10 0 0.0% Q2 2026 Aug 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,386,013 273,876 0.94% 0.94% 11 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 1,223,159 241,696 13.66% 13.66% 12 0 0.0% Q2 2026 Jul 16, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,219,545 240,976 0.06% 0.06% 13 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 1,161,630 229,538 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,135,535 224,381 1.66% 1.66% 15 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,115,744 220,470 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,109,433 219,224 0.12% 0.12% 17 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 961,906 190,072 3.6% 3.6% 18 0 0.0% Q2 2026 Jul 13, 2026
AMERIPRISE FINANCIAL INC History No change 753,590 148,912 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 739,432 146,113 0.12% 0.12% 20 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 730,073 144,262 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 707,246 139,831 0.16% 0.16% 22 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 653,694 129,169 0.13% 0.13% 23 0 0.0% Q2 2026 Aug 12, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 626,144 123,726 0.93% 0.93% 24 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 617,452 122,016 0.13% 0.13% 25 0 0.0% Q2 2026 Aug 13, 2026
SYM FINANCIAL Corp History No change 569,031 112,440 9.04% 9.04% 26 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 518,803 102,515 0.59% 0.59% 27 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 504,063 99,622 0.11% 0.11% 28 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 465,241 91,931 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 419,517 82,896 0.08% 0.08% 30 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 409,752 80,967 0.1% 0.1% 31 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 397,700 78,585 0.12% 0.12% 32 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 383,149 76,143 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
McAdam, LLC History No change 382,832 75,647 2.92% 2.92% 34 0 0.0% Q2 2026 Aug 04, 2026
Rodgers & Associates, LTD History No change 373,683 73,839 6.7% 6.7% 35 0 0.0% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History No change 339,843 67,152 0.08% 0.08% 36 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History No change 335,783 66,331 1.74% 1.74% 37 0 0.0% Q2 2026 Jul 07, 2026
Everhart Financial Group, Inc. History No change 319,994 63,230 4.05% 4.05% 38 0 0.0% Q2 2026 Jul 08, 2026
HighTower Advisors, LLC History No change 313,253 61,898 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History No change 308,154 60,891 1.8% 1.8% 40 0 0.0% Q2 2026 Jul 27, 2026
Berman McAleer LLC History No change 304,687 60,206 6.97% 6.97% 41 0 0.0% Q2 2026 Jul 16, 2026
CIBC Bancorp USA Inc. History No change 296,030 58,929 0.07% 0.07% 42 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 269,444 53,242 0.07% 0.07% 43 0 0.0% Q2 2026 Aug 27, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 262,126 51,966 5.95% 5.95% 44 0 0.0% Q2 2026 Jul 07, 2026
Trust Co History No change 260,508 51,476 4.64% 4.64% 45 0 0.0% Q2 2026 Jul 10, 2026
MML INVESTORS SERVICES, LLC History No change 248,798 49,162 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 246,711 48,750 0.16% 0.16% 47 0 0.0% Q2 2026 Jul 28, 2026
1832 Asset Management L.P. History No change 231,852 45,813 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 223,312 44,126 0.79% 0.79% 49 0 0.0% Q2 2026 Jul 31, 2026
BENJAMIN EDWARDS INC History No change 219,953 43,471 0.4% 0.4% 50 0 0.0% Q2 2026 Jul 24, 2026
KWMG, LLC History No change 214,735 42,431 3.07% 3.07% 51 0 0.0% Q2 2026 Jul 08, 2026
Marotta Asset Management History Added to 216,997 42,429 7.2% 7.13% 52 +993 0.46% Q3 2026 Oct 02, 2026
Summit Financial, LLC History No change 206,724 40,848 0.45% 0.45% 53 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 191,598 37,859 0.11% 0.11% 54 0 0.0% Q2 2026 Aug 12, 2026
Bragg Financial Advisors, Inc History No change 182,391 36,040 0.96% 0.96% 55 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 169,698 33,532 0.16% 0.16% 56 0 0.0% Q2 2026 Aug 18, 2026
CONDOR CAPITAL MANAGEMENT History No change 168,392 33,274 2.49% 2.49% 57 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 167,087 32,997 0.14% 0.14% 58 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 163,718 32,350 1.95% 1.95% 59 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 163,166 32,241 0.08% 0.08% 60 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 184,005 31,658 0.69% 0.69% 61 0 0.0% Q2 2026 Jul 17, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 157,923 31,205 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
Diesslin Group, Inc. History No change 155,553 30,737 11.86% 11.86% 63 0 0.0% Q2 2026 Jul 02, 2026
Avion Wealth History No change 155,392 30,705 5.71% 5.71% 64 0 0.0% Q2 2026 Jul 31, 2026
BHK Investment Advisors, LLC History No change 154,011 30,432 9.09% 9.09% 65 0 0.0% Q2 2026 Jul 28, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 153,517 30,334 4.66% 4.66% 66 0 0.0% Q2 2026 Jul 22, 2026
Mesirow Financial Investment Management, Inc. History No change 149,741 29,587 0.46% 0.46% 67 0 0.0% Q2 2026 Jul 22, 2026
BANK OF MONTREAL /CAN/ History No change 148,473 29,338 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
WoodTrust Financial Corp History No change 146,282 28,905 3.43% 3.43% 69 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 142,559 28,704 0.05% 0.05% 70 0 0.0% Q2 2026 Jul 15, 2026
DIVERSIFIED MANAGEMENT INC History No change 144,951 28,642 6.12% 6.12% 71 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 144,801 28,612 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 144,016 28,458 0.07% 0.07% 73 0 0.0% Q2 2026 Jul 27, 2026
Shah Wealth Advisors, LLC History No change 136,988 27,068 6.25% 6.25% 74 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 136,243 26,921 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 133,731 26,425 0.16% 0.16% 76 0 0.0% Q2 2026 Aug 17, 2026
Wilmington Savings Fund Society, FSB History No change 132,889 26,258 0.59% 0.59% 77 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 132,161 26,115 0.29% 0.29% 78 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 129,350 25,559 0.14% 0.14% 79 0 0.0% Q2 2026 Aug 11, 2026
AIRE ADVISORS, LLC History No change 129,318 25,553 4.16% 4.16% 80 0 0.0% Q2 2026 Aug 14, 2026
Grove Street Fiduciary, LLC History No change 126,898 25,075 10.59% 10.59% 81 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 125,765 24,851 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 134,561 24,809 0.41% 0.41% 83 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Advisors / MI History No change 122,391 24,184 1.46% 1.46% 84 0 0.0% Q2 2026 Aug 14, 2026
Shakespeare Wealth Management, LLC History No change 117,058 23,130 6.12% 6.12% 85 0 0.0% Q2 2026 Jul 20, 2026
ARVEST INVESTMENTS, INC. History No change 114,879 22,700 2.75% 2.75% 86 0 0.0% Q2 2026 Jul 17, 2026
Janney Montgomery Scott LLC History No change 114,384 22,602 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 05, 2026
Advisory Alpha, LLC History No change 107,901 21,321 0.52% 0.52% 88 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 107,297 21,201 0.1% 0.1% 89 0 0.0% Q2 2026 Jul 13, 2026
Praetorian Wealth Management, Inc. History No change 105,965 20,885 3.6% 3.6% 90 0 0.0% Q2 2026 Jul 07, 2026
SAGE FINANCIAL GROUP INC History No change 103,488 20,449 1.13% 1.13% 91 0 0.0% Q2 2026 Jul 21, 2026
OLIO Financial Planning History No change 102,577 20,269 5.03% 5.03% 92 0 0.0% Q2 2026 Jul 17, 2026
Ledyard National Bank History No change 102,554 20,264 1.63% 1.63% 93 0 0.0% Q2 2026 Jul 16, 2026
Baird Financial Group, Inc. History No change 100,654 19,889 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 95,789 18,927 0.82% 0.82% 95 0 0.0% Q2 2026 Aug 03, 2026
Legacies Wealth LLC History No change 95,248 18,821 10.31% 10.31% 96 0 0.0% Q2 2026 Jul 22, 2026
Cerity Partners LLC History No change 94,783 18,733 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History No change 92,306 18,687 0.37% 0.37% 98 0 0.0% Q2 2026 Jul 29, 2026
Asset Management Group, Inc. History No change 94,554 18,683 2.73% 2.73% 99 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 93,014 18,380 0.21% 0.21% 100 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 91,973 18,173 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 19, 2026
Lutz Financial Services LLC History No change 88,896 17,566 1.07% 1.07% 102 0 0.0% Q2 2026 Aug 05, 2026
Savant Capital, LLC History No change 87,703 17,466 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 10, 2026
Compton Wealth Advisory Group, LLC History No change 87,530 17,352 3.5% 3.5% 104 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 87,795 17,348 0.21% 0.21% 105 0 0.0% Q2 2026 Aug 04, 2026
Clayton Financial Group LLC History No change 87,231 17,236 9.53% 9.53% 106 0 0.0% Q2 2026 Jul 20, 2026
Sanctuary Advisors, LLC History No change 83,577 16,514 0.08% 0.08% 107 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 83,341 16,468 0.63% 0.63% 108 0 0.0% Q2 2026 Jul 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 82,931 16,387 0.18% 0.18% 109 0 0.0% Q2 2026 Jul 28, 2026
SOA Wealth Advisors, LLC. History No change 82,725 16,346 2.75% 2.75% 110 0 0.0% Q2 2026 Jul 21, 2026
BROWN ADVISORY INC History No change 81,624 16,129 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 81,506 16,105 1.08% 1.08% 112 0 0.0% Q2 2026 Aug 03, 2026
Evensky & Katz LLC History No change 80,442 15,895 0.82% 0.82% 113 0 0.0% Q2 2026 Jul 22, 2026
ASSOCIATED BANC-CORP History No change 79,677 15,744 0.37% 0.37% 114 0 0.0% Q2 2026 Jul 31, 2026
STEVENS CAPITAL PARTNERS History No change 79,015 15,613 2.97% 2.97% 115 0 0.0% Q2 2026 Aug 07, 2026
Payne Capital Management, LLC History No change 77,425 15,299 4.08% 4.08% 116 0 0.0% Q2 2026 Aug 14, 2026
Roberts Financial Services LLC History No change 77,001 15,215 4.46% 4.46% 117 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 76,209 15,059 0.22% 0.22% 118 0 0.0% Q2 2026 Jul 14, 2026
Private Advisor Group, LLC History No change 73,762 14,575 0.07% 0.07% 119 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 71,639 14,155 0.07% 0.07% 120 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 71,101 14,049 0.19% 0.19% 121 0 0.0% Q2 2026 Aug 10, 2026
Eagle Strategies LLC History No change 70,524 13,935 1.38% 1.38% 122 0 0.0% Q2 2026 Jul 21, 2026
RTD Financial Advisors, Inc. History No change 69,886 13,809 1.51% 1.51% 123 0 0.0% Q2 2026 Jul 13, 2026
MAI Capital Management History No change 68,718 13,578 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History No change 67,727 13,382 0.67% 0.67% 125 0 0.0% Q2 2026 Jul 28, 2026
PARK AVENUE SECURITIES LLC History No change 67,620 13,362 0.08% 0.08% 126 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 67,083 13,255 0.48% 0.48% 127 0 0.0% Q2 2026 Jul 21, 2026
Modera Wealth Management, LLC History No change 66,493 13,139 0.14% 0.14% 128 0 0.0% Q2 2026 Aug 03, 2026
LMCG INVESTMENTS, LLC History No change 64,672 12,779 0.68% 0.68% 129 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 64,604 12,765 0.23% 0.23% 130 0 0.0% Q2 2026 Jul 20, 2026
Provident Wealth Management, LLC History No change 64,367 12,718 3.27% 3.27% 131 0 0.0% Q2 2026 Aug 04, 2026
Apella Capital, LLC History No change 63,153 12,674 0.18% 0.18% 132 0 0.0% Q2 2026 Jul 08, 2026
Geneos Wealth Management Inc. History No change 64,126 12,671 0.26% 0.26% 133 0 0.0% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 63,984 12,643 1.38% 1.38% 134 0 0.0% Q2 2026 Aug 13, 2026
Inlight Wealth Management, LLC History No change 63,710 12,589 4.0% 4.0% 135 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 60,957 12,045 0.06% 0.06% 136 0 0.0% Q2 2026 Jul 17, 2026
COMMERCE BANK History No change 60,921 12,037 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 59,811 11,818 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 59,763 11,809 0.15% 0.15% 139 0 0.0% Q2 2026 Aug 05, 2026
Gladwyn Financial Advisors, Inc. History Reduced 60,385 11,807 7.54% 7.6% 140 -1,080 -1.76% Q3 2026 Oct 05, 2026
Meramec Financial Planners, LLC History No change 57,072 11,726 4.28% 4.28% 141 0 0.0% Q2 2026 Jul 28, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 59,325 11,723 2.98% 2.98% 142 0 0.0% Q2 2026 Jul 24, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 58,816 11,622 0.69% 0.69% 143 0 0.0% Q2 2026 Aug 10, 2026
TRB Wealth Management, LLC History No change 58,674 11,594 1.54% 1.54% 144 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 58,139 11,488 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Peak Retirement Planning, Inc. History No change 57,532 11,368 1.8% 1.8% 146 0 0.0% Q2 2026 Aug 10, 2026
JMG Financial Group, Ltd. History No change 57,402 11,342 0.27% 0.27% 147 0 0.0% Q2 2026 Jul 31, 2026
Qube Research & Technologies Ltd History No change 57,396 11,341 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 57,354 11,333 0.08% 0.08% 149 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 56,778 11,219 0.1% 0.1% 150 0 0.0% Q2 2026 Jul 27, 2026
Scott Capital Advisors, LLC History No change 55,960 11,057 1.73% 1.73% 151 0 0.0% Q2 2026 Jul 10, 2026
NORTHERN TRUST CORP History No change 55,812 11,028 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Texas Yale Capital Corp. History No change 54,918 10,851 0.24% 0.24% 153 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 54,613 10,791 0.12% 0.12% 154 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 53,747 10,620 0.22% 0.22% 155 0 0.0% Q2 2026 Jul 29, 2026
OLD NATIONAL BANCORP /IN/ History No change 53,215 10,515 0.21% 0.21% 156 0 0.0% Q2 2026 Jul 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 51,274 10,131 0.71% 0.71% 157 0 0.0% Q2 2026 Jul 07, 2026
Alpha Omega Wealth Management LLC History No change 50,254 9,930 1.51% 1.51% 158 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 50,121 9,903 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 50,008 9,881 0.25% 0.25% 160 0 0.0% Q2 2026 Jul 28, 2026
Spartan Wealth Advisory Services LLC History No change 49,555 9,792 0.8% 0.8% 161 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 49,374 9,756 0.51% 0.51% 162 0 0.0% Q2 2026 Aug 14, 2026
CHILTON INVESTMENT CO INC. History No change 49,265 9,734 0.23% 0.23% 163 0 0.0% Q2 2026 Aug 14, 2026
ETF Portfolio Partners, Inc. History No change 49,050 9,692 2.31% 2.31% 164 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History No change 48,891 9,660 0.13% 0.13% 165 0 0.0% Q2 2026 Aug 12, 2026
Copper Harbor Investment Advisors, LLC History No change 48,876 9,657 2.04% 2.04% 166 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 48,786 9,640 0.0% 0.0% 167 0 0.0% Q2 2026 Sep 02, 2026
D.A. DAVIDSON & CO. History No change 48,564 9,596 0.05% 0.05% 168 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 48,269 9,538 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 03, 2026
Thrive Capital Management, LLC History No change 46,680 9,224 1.74% 1.74% 170 0 0.0% Q2 2026 Aug 05, 2026
Brickley Wealth Management History No change 46,323 9,153 1.31% 1.31% 171 0 0.0% Q2 2026 Jul 13, 2026
Prosperity Planning, Inc. History No change 46,036 9,096 2.08% 2.08% 172 0 0.0% Q2 2026 Jul 10, 2026
Alesco Advisors, LLC, An ESL Co History No change 45,279 8,947 0.21% 0.21% 173 0 0.0% Q2 2026 Aug 05, 2026
Smallwood Wealth Investment Management, LLC History No change 45,164 8,924 3.9% 3.9% 174 0 0.0% Q2 2026 Jul 23, 2026
Ally Invest Advisors Inc. History No change 44,758 8,844 0.53% 0.53% 175 0 0.0% Q2 2026 Aug 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 44,344 8,762 0.89% 0.89% 176 0 0.0% Q2 2026 Jul 28, 2026
Capital Advantage, Inc. History No change 44,159 8,725 1.06% 1.06% 177 0 0.0% Q2 2026 Jul 13, 2026
Sharper & Granite LLC History No change 43,677 8,630 2.67% 2.67% 178 0 0.0% Q2 2026 Jul 16, 2026
Weinberger Asset Management, Inc History No change 42,127 8,625 2.77% 2.77% 179 0 0.0% Q2 2026 Aug 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 42,418 8,382 0.56% 0.56% 180 0 0.0% Q2 2026 Aug 05, 2026
PITTENGER & ANDERSON INC History No change 42,199 8,338 0.3% 0.3% 181 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 40,072 7,918 3.45% 3.45% 182 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 39,999 7,821 0.21% 0.23% 183 -5,296 -11.69% Q3 2026 Oct 05, 2026
Accel Wealth Management History No change 39,451 7,795 1.75% 1.75% 184 0 0.0% Q2 2026 Jul 10, 2026
HB Wealth Management, LLC History No change 39,166 7,739 0.04% 0.04% 185 0 0.0% Q2 2026 Jul 29, 2026
Hilltop National Bank History No change 38,892 7,685 1.64% 1.64% 186 0 0.0% Q2 2026 Jul 01, 2026
Councilor Wealth, LLC History No change 38,697 7,646 3.09% 3.09% 187 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD SECURITIES, INC. History No change 38,465 7,600 0.43% 0.43% 188 0 0.0% Q2 2026 Jul 15, 2026
Cranbrook Wealth Management, LLC History No change 38,231 7,554 1.41% 1.41% 189 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 38,193 7,547 0.05% 0.05% 190 0 0.0% Q2 2026 Jul 20, 2026
Falcon Wealth Planning History No change 37,142 7,339 0.46% 0.46% 191 0 0.0% Q2 2026 Jul 13, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 36,497 7,212 0.82% 0.82% 192 0 0.0% Q2 2026 Jul 07, 2026
St. Louis Trust Co History No change 5,835 7,188 0.82% 0.82% 193 0 0.0% Q2 2026 Jul 30, 2026
Zeit Capital LLC History No change 35,128 6,941 4.18% 4.18% 194 0 0.0% Q2 2026 Aug 06, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 34,538 6,824 0.83% 0.83% 195 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 34,341 6,785 0.2% 0.2% 196 0 0.0% Q2 2026 Jul 15, 2026
IVC Wealth Advisors LLC History No change 34,251 6,767 2.64% 2.64% 197 0 0.0% Q2 2026 Jul 14, 2026
Echo45 Advisors LLC History No change 34,168 6,751 3.49% 3.49% 198 0 0.0% Q2 2026 Jul 13, 2026
HFG Advisors, Inc. History No change 34,148 6,747 4.21% 4.21% 199 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 33,960 6,710 2.3% 2.3% 200 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History No change 33,853 6,689 0.07% 0.07% 201 0 0.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History No change 33,832 6,685 0.74% 0.74% 202 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 33,788 6,676 0.05% 0.05% 203 0 0.0% Q2 2026 Jul 17, 2026
Perigon Wealth Management, LLC History No change 33,667 6,652 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 07, 2026
Maltin Wealth Management, Inc. History No change 33,656 6,650 2.22% 2.22% 205 0 0.0% Q2 2026 Jul 22, 2026
Forza Wealth Management, LLC History No change 33,172 6,554 2.01% 2.01% 206 0 0.0% Q2 2026 Jul 17, 2026
Advisory Resource Group History No change 32,922 6,505 0.98% 0.98% 207 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 32,511 6,424 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
FIRST UNITED BANK & TRUST History No change 32,354 6,393 1.84% 1.84% 209 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 32,336 6,389 0.11% 0.11% 210 0 0.0% Q2 2026 Jul 21, 2026
GENESIS PRIVATE WEALTH, LLC History No change 32,328 6,388 1.8% 1.8% 211 0 0.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 32,305 6,384 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 31,779 6,279 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 31,750 6,273 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 31,427 6,209 0.32% 0.32% 215 0 0.0% Q2 2026 Jul 29, 2026
Black Diamond Financial, LLC History No change 31,413 6,207 0.55% 0.55% 216 0 0.0% Q2 2026 Aug 04, 2026
NICOLET BANKSHARES INC History No change 30,872 6,108 0.19% 0.19% 217 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 30,796 6,085 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Hegarty Advisors, LLC History No change 30,727 6,071 4.18% 4.18% 219 0 0.0% Q2 2026 Jul 27, 2026
CONQUIS FINANCIAL LLC History No change 30,441 6,015 4.85% 4.85% 220 0 0.0% Q2 2026 Aug 13, 2026
Taylor & Morgan Wealth Management, LLC History No change 30,349 5,996 2.96% 2.96% 221 0 0.0% Q2 2026 Jul 10, 2026
Cresset Asset Management, LLC History No change 30,258 5,979 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Group LLC History No change 30,111 5,949 2.09% 2.09% 223 0 0.0% Q2 2026 Jul 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 30,100 5,947 0.08% 0.08% 224 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 30,081 5,944 0.08% 0.08% 225 0 0.0% Q2 2026 Aug 13, 2026
Clear Harbor Asset Management, LLC History No change 29,911 5,910 0.36% 0.36% 226 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 29,870 5,902 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 29,709 5,870 0.14% 0.14% 228 0 0.0% Q2 2026 Jul 29, 2026
Glenview Trust Co History No change 29,520 5,833 0.08% 0.08% 229 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 29,324 5,794 0.04% 0.04% 230 0 0.0% Q2 2026 Sep 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 29,248 5,779 1.17% 1.17% 231 0 0.0% Q2 2026 Jul 17, 2026
Alpine Bank Wealth Management History No change 29,233 5,776 0.74% 0.74% 232 0 0.0% Q2 2026 Aug 07, 2026
King Wealth Management Group History No change 29,209 5,772 0.63% 0.63% 233 0 0.0% Q2 2026 Aug 05, 2026
TAGStone Capital, Inc. History No change 29,208 5,771 1.83% 1.83% 234 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 28,900 5,710 0.11% 0.11% 235 0 0.0% Q2 2026 Aug 14, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 29,044 5,678 1.17% 1.16% 236 +372 1.3% Q3 2026 Oct 05, 2026
Bangor Savings Bank History Reduced 28,925 5,655 0.43% 0.43% 237 -797 -2.68% Q3 2026 Oct 06, 2026
Whitegate Investment Counselors, Inc. History No change 28,600 5,651 1.61% 1.61% 238 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 27,941 5,521 0.1% 0.1% 239 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 27,934 5,519 0.87% 0.87% 240 0 0.0% Q2 2026 Jul 13, 2026
Johnson Financial Group, Inc. History No change 27,880 5,509 0.18% 0.18% 241 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 27,790 5,491 0.08% 0.08% 242 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 27,540 5,441 0.06% 0.06% 243 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 26,941 5,323 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 26,509 5,238 0.08% 0.08% 245 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 26,055 5,148 0.05% 0.05% 246 0 0.0% Q2 2026 Jul 15, 2026
CX Institutional History Added to 26,236 5,130 0.14% 0.14% 247 +1,388 5.59% Q3 2026 Oct 02, 2026
Mustard Seed Financial, LLC History No change 25,798 5,097 2.65% 2.65% 248 0 0.0% Q2 2026 Aug 05, 2026
SilverOak Wealth Management LLC History No change 25,330 5,005 0.64% 0.64% 249 0 0.0% Q2 2026 Jul 29, 2026
Pure Financial Advisors, LLC History No change 25,222 4,983 0.06% 0.06% 250 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 25,217 4,982 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 04, 2026
Bruce G. Allen Investments, LLC History No change 25,084 4,956 3.16% 3.16% 252 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 24,877 4,932 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 27, 2026
Talon Private Wealth, LLC History No change 24,895 4,919 0.58% 0.58% 254 0 0.0% Q2 2026 Sep 11, 2026
LifePlan Investment Advisors, Inc. History No change 24,692 4,879 1.68% 1.68% 255 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 24,526 4,846 0.05% 0.05% 256 0 0.0% Q2 2026 Aug 12, 2026
CATHY PARETO & ASSOCIATES, INC History No change 24,518 4,845 2.84% 2.84% 257 0 0.0% Q2 2026 Jul 15, 2026
LPWM LLC History No change 24,226 4,787 1.06% 1.06% 258 0 0.0% Q2 2026 Jul 24, 2026
Sigma Planning Corp History No change 24,219 4,785 0.12% 0.12% 259 0 0.0% Q2 2026 Aug 07, 2026
Wealthcare Advisory Partners LLC History No change 24,128 4,767 0.09% 0.09% 260 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Financial Group, LLC / IL History No change 23,963 4,735 1.16% 1.16% 261 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 23,837 4,710 0.42% 0.42% 262 0 0.0% Q2 2026 Jul 28, 2026
Stillwater Capital Advisors, LLC History No change 23,711 4,685 0.48% 0.48% 263 0 0.0% Q2 2026 Jul 23, 2026
FRANKLIN RESOURCES INC History No change 23,460 4,635 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
Goepper Burkhardt LLC History No change 23,226 4,589 1.38% 1.38% 265 0 0.0% Q2 2026 Aug 10, 2026
Causey Wealth LLC History No change 23,206 4,585 1.79% 1.79% 266 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 23,066 4,557 0.08% 0.08% 267 0 0.0% Q2 2026 Jul 31, 2026
Tacita Capital Inc History No change 22,988 4,542 2.47% 2.47% 268 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Services, LLC History No change 22,905 4,526 2.72% 2.72% 269 0 0.0% Q2 2026 Jul 24, 2026
Kohmann Bosshard Financial Services, LLC History No change 22,818 4,508 0.38% 0.38% 270 0 0.0% Q2 2026 Jul 14, 2026
Fee-Only Financial Planning, L.C. History No change 22,542 4,454 2.39% 2.39% 271 0 0.0% Q2 2026 Jul 29, 2026
JNBA Financial Advisors History No change 22,428 4,431 0.34% 0.34% 272 0 0.0% Q2 2026 Jul 23, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 22,426 4,431 2.88% 2.88% 273 0 0.0% Q2 2026 Jul 28, 2026
CULBERTSON A N & CO INC History No change 22,379 4,422 0.51% 0.51% 274 0 0.0% Q2 2026 Jul 29, 2026
Visionary Wealth Advisors History No change 21,710 4,289 0.17% 0.17% 275 0 0.0% Q2 2026 Aug 13, 2026
MSH Capital Advisors LLC History No change 21,628 4,273 0.74% 0.74% 276 0 0.0% Q2 2026 Aug 10, 2026
Sterling Financial Planning, Inc. History No change 21,586 4,265 1.16% 1.16% 277 0 0.0% Q2 2026 Aug 11, 2026
Brindle & Bay Financial Advisors, LLC History No change 21,439 4,236 2.12% 2.12% 278 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Advisor Solutions, LLC History No change 21,311 4,211 0.04% 0.04% 279 0 0.0% Q2 2026 Aug 06, 2026
Gilman Hill Asset Management, LLC History No change 21,249 4,198 0.57% 0.57% 280 0 0.0% Q2 2026 Jul 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 21,160 4,181 0.19% 0.19% 281 0 0.0% Q2 2026 Jul 21, 2026
Ascent Group, LLC History No change 21,151 4,179 0.12% 0.12% 282 0 0.0% Q2 2026 Aug 03, 2026
Veridan Wealth LLC History No change 20,646 4,079 1.39% 1.39% 283 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 20,638 4,078 0.13% 0.13% 284 0 0.0% Q2 2026 Jul 31, 2026
PALLADIEM, LLC History No change 20,601 4,070 3.95% 3.95% 285 0 0.0% Q2 2026 Aug 13, 2026
Ifrah Financial Services, Inc. History No change 20,563 4,063 0.99% 0.99% 286 0 0.0% Q2 2026 Jul 21, 2026
Bluespring Wealth Management, LLC History No change 20,478 4,046 0.08% 0.08% 287 0 0.0% Q2 2026 Aug 11, 2026
Houlihan Financial Resource Group, Ltd. History No change 20,331 4,017 1.43% 1.43% 288 0 0.0% Q2 2026 Aug 10, 2026
STAGE HARBOR FINANCIAL, LLC History No change 20,323 4,015 2.32% 2.32% 289 0 0.0% Q2 2026 Aug 07, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 20,094 3,970 0.07% 0.07% 290 0 0.0% Q2 2026 Jul 14, 2026
TFB Advisors LLC History No change 20,067 3,965 1.75% 1.75% 291 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 19,700 3,892 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 19,360 3,825 0.23% 0.23% 293 0 0.0% Q2 2026 Aug 04, 2026
Cooke Wealth Management, LLC History No change 19,242 3,802 3.11% 3.11% 294 0 0.0% Q2 2026 Jul 16, 2026
Sound Income Strategies, LLC History No change 19,127 3,779 0.17% 0.17% 295 0 0.0% Q2 2026 Jul 20, 2026
OneDigital Investment Advisors LLC History No change 19,085 3,771 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 06, 2026
White Lighthouse Investment Management Inc. History No change 19,039 3,762 0.47% 0.47% 297 0 0.0% Q2 2026 Aug 04, 2026
Petix & Botte Co History No change 19,039 3,762 0.76% 0.76% 298 0 0.0% Q2 2026 Aug 04, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 18,914 3,737 0.75% 0.75% 299 0 0.0% Q2 2026 Jul 22, 2026
Prism Advisors, Inc. History No change 18,826 3,720 0.9% 0.9% 300 0 0.0% Q2 2026 Jul 24, 2026
BLUELINE ADVISORS LLC History No change 18,788 3,712 2.57% 2.57% 301 0 0.0% Q2 2026 Jul 27, 2026
KPP Advisory Services LLC History No change 18,771 3,709 0.47% 0.47% 302 0 0.0% Q2 2026 Jul 24, 2026
VALLEY NATIONAL ADVISERS INC History No change 18,716 3,698 0.41% 0.41% 303 0 0.0% Q2 2026 Jul 29, 2026
Ellevest, Inc. History No change 64,629 3,698 0.44% 0.44% 304 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 18,584 3,672 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 18, 2026
Baring Financial LLC History No change 18,513 3,658 2.01% 2.01% 306 0 0.0% Q2 2026 Jul 08, 2026
Modern Wealth Management, LLC History No change 18,370 3,630 0.04% 0.04% 307 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 18,241 3,604 0.12% 0.12% 308 0 0.0% Q2 2026 Jul 24, 2026
UNIVEST FINANCIAL Corp History No change 18,019 3,560 0.17% 0.17% 309 0 0.0% Q2 2026 Aug 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 18,000 3,556 0.13% 0.13% 310 0 0.0% Q2 2026 Aug 14, 2026
Werba Rubin Papier Wealth Management History No change 17,897 3,536 0.43% 0.43% 311 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 17,665 3,490 1.58% 1.58% 312 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 17,655 3,489 0.08% 0.08% 313 0 0.0% Q2 2026 Aug 05, 2026
TRITONPOINT WEALTH, LLC History No change 17,605 3,478 0.34% 0.34% 314 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 17,605 3,478 0.29% 0.29% 315 0 0.0% Q2 2026 Aug 13, 2026
Monetary Solutions, Ltd History No change 17,582 3,474 2.99% 2.99% 316 0 0.0% Q2 2026 Jul 23, 2026
Stokes Family Office, LLC History No change 17,323 3,423 0.4% 0.4% 317 0 0.0% Q2 2026 Aug 11, 2026
RM Financial Services, LLC History No change 17,282 3,414 2.54% 2.54% 318 0 0.0% Q2 2026 Aug 04, 2026
AIMZ Investment Advisors, LLC History No change 17,107 3,380 0.93% 0.93% 319 0 0.0% Q2 2026 Aug 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 16,988 3,356 0.17% 0.17% 320 0 0.0% Q2 2026 Jul 31, 2026
NovaPoint Capital, LLC History No change 16,936 3,346 0.7% 0.7% 321 0 0.0% Q2 2026 Aug 06, 2026
Wedmont Private Capital History No change 16,537 3,329 0.09% 0.09% 322 0 0.0% Q2 2026 Jul 13, 2026
Cascade Financial Partners, LLC History No change 16,749 3,309 0.29% 0.29% 323 0 0.0% Q2 2026 Aug 04, 2026
Argent Trust Co History No change 16,655 3,291 0.1% 0.1% 324 0 0.0% Q2 2026 Aug 06, 2026
Composition Wealth, LLC History No change 16,635 3,287 0.04% 0.04% 325 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Financial Partners, Inc. History No change 16,484 3,257 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 15,464 3,252 0.17% 0.17% 327 0 0.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History No change 16,430 3,246 1.85% 1.85% 328 0 0.0% Q2 2026 Aug 14, 2026
Lionshead Wealth Management, LLC History No change 16,379 3,236 2.1% 2.1% 329 0 0.0% Q2 2026 Jul 28, 2026
VERUS CAPITAL PARTNERS, LLC History No change 16,372 3,235 0.18% 0.18% 330 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 16,191 3,199 0.06% 0.06% 331 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Advisors LLC History No change 17,797 3,156 2.7% 2.7% 332 0 0.0% Q2 2026 Aug 07, 2026
Washington Trust Advisors, Inc. History No change 15,936 3,148 0.23% 0.23% 333 0 0.0% Q2 2026 Jul 29, 2026
Focus Financial Network, Inc. History No change 15,837 3,129 0.1% 0.1% 334 0 0.0% Q2 2026 Jul 09, 2026
Northern Lights Advisors, Inc. History No change 15,718 3,105 1.69% 1.69% 335 0 0.0% Q2 2026 Aug 06, 2026
BANK OF HAWAII History No change 15,408 3,044 0.15% 0.15% 336 0 0.0% Q2 2026 Aug 13, 2026
Avant Capital LLC History No change 15,273 3,017 1.89% 1.89% 337 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 15,123 2,988 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 03, 2026
Gladstone Institutional Advisory LLC History No change 15,104 2,984 0.09% 0.09% 339 0 0.0% Q2 2026 Jul 27, 2026
Sagace Wealth Management LLC History No change 14,984 2,960 1.86% 1.86% 340 0 0.0% Q2 2026 Aug 03, 2026
CBIZ Investment Advisory Services, LLC History No change 16,027 2,953 0.11% 0.11% 341 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 14,852 2,934 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 14,728 2,910 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 11, 2026
Envision Financial LLC History No change 14,659 2,896 1.33% 1.33% 344 0 0.0% Q2 2026 Jul 10, 2026
CreativeOne Wealth, LLC History No change 14,551 2,875 0.06% 0.06% 345 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 14,492 2,863 0.08% 0.08% 346 0 0.0% Q2 2026 Aug 10, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 14,448 2,854 0.05% 0.05% 347 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 14,439 2,853 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 14,315 2,828 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 14,152 2,796 0.11% 0.11% 350 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 14,097 2,785 0.04% 0.04% 351 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 13,830 2,732 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 10, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 13,700 2,707 0.16% 0.16% 353 0 0.0% Q2 2026 Jul 31, 2026
HOWE & RUSLING INC History No change 13,474 2,662 0.15% 0.15% 354 0 0.0% Q2 2026 Aug 10, 2026
VALLEY WEALTH MANAGERS, INC. History No change 13,473 2,662 0.15% 0.15% 355 0 0.0% Q2 2026 Aug 04, 2026
180 WEALTH ADVISORS, LLC History No change 13,392 2,646 0.27% 0.27% 356 0 0.0% Q2 2026 Jul 07, 2026
AMG National Trust Bank History No change 13,351 2,638 0.05% 0.05% 357 0 0.0% Q2 2026 Aug 06, 2026
Cooksen Wealth, LLC History No change 13,289 2,625 1.65% 1.65% 358 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History No change 13,216 2,611 0.26% 0.26% 359 0 0.0% Q2 2026 Jul 07, 2026
PARK NATIONAL CORP /OH/ History Reduced 13,306 2,601 0.07% 0.09% 360 -3,661 -21.58% Q3 2026 Oct 05, 2026
Checchi Capital Advisers, LLC History No change 13,127 2,593 0.12% 0.12% 361 0 0.0% Q2 2026 Aug 04, 2026
RMR Capital Management, LLC History No change 12,967 2,562 1.76% 1.76% 362 0 0.0% Q2 2026 Jul 27, 2026
Elite Financial, Inc. History No change 12,936 2,556 1.03% 1.03% 363 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 12,923 2,553 0.1% 0.1% 364 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 12,634 2,496 0.31% 0.31% 365 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 12,515 2,467 0.08% 0.08% 366 0 0.0% Q2 2026 Aug 05, 2026
Michels Family Financial, LLC History No change 12,484 2,466 1.58% 1.58% 367 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 12,300 2,430 0.47% 0.47% 368 0 0.0% Q2 2026 Jul 20, 2026
WAYSTONE ADVISORS LLC History No change 12,186 2,407 1.8% 1.8% 369 0 0.0% Q2 2026 Jul 16, 2026
Joel Isaacson & Co., LLC History No change 12,171 2,404 0.07% 0.07% 370 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 12,152 2,401 0.05% 0.05% 371 0 0.0% Q2 2026 Aug 03, 2026
Pathway Financial Advisors LLC History No change 11,864 2,374 0.28% 0.28% 372 0 0.0% Q2 2026 Jul 06, 2026
XTX Topco Ltd History No change 12,011 2,373 0.03% 0.03% 373 0 0.0% Q2 2026 Aug 14, 2026
Granite FO LLC History No change 11,985 2,368 1.25% 1.25% 374 0 0.0% Q2 2026 Jul 15, 2026
Paragon Capital Management Ltd History No change 11,964 2,364 0.45% 0.45% 375 0 0.0% Q2 2026 Jul 29, 2026
Silver Lake Advisory, LLC History No change 11,963 2,363 0.84% 0.84% 376 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 11,953 2,361 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 07, 2026
Sound View Wealth Advisors Group, LLC History No change 11,887 2,348 0.15% 0.15% 378 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 11,827 2,339 0.03% 0.03% 379 0 0.0% Q2 2026 Jul 15, 2026
Marin Bay Wealth Advisors, LLC History No change 11,827 2,337 1.26% 1.26% 380 0 0.0% Q2 2026 Aug 10, 2026
GC Wealth Management RIA, LLC History No change 11,684 2,308 0.13% 0.13% 381 0 0.0% Q2 2026 Jul 16, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 11,596 2,291 0.05% 0.05% 382 0 0.0% Q2 2026 Jul 17, 2026
Index Fund Advisors, Inc. History No change 11,340 2,240 0.09% 0.09% 383 0 0.0% Q2 2026 Aug 12, 2026
Linscomb Wealth, Inc. History No change 11,293 2,231 0.1% 0.1% 384 0 0.0% Q2 2026 Jul 31, 2026
Jacobs Equity LLC History No change 11,287 2,230 1.54% 1.54% 385 0 0.0% Q2 2026 Aug 14, 2026
Veratis Advisors, Inc. History No change 11,227 2,218 1.57% 1.57% 386 0 0.0% Q2 2026 Aug 13, 2026
Financial Guidance Group, Inc. History No change 11,165 2,206 0.83% 0.83% 387 0 0.0% Q2 2026 Jul 22, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,881 2,189 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 11,061 2,185 0.43% 0.43% 389 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Advisors, LLC History No change 11,055 2,184 0.12% 0.12% 390 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Partners, LLC History No change 10,959 2,165 0.03% 0.03% 391 0 0.0% Q2 2026 Jul 17, 2026
Simmons Bank History No change 10,893 2,152 0.12% 0.12% 392 0 0.0% Q2 2026 Jul 31, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 10,759 2,126 1.64% 1.64% 393 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investments, LLC History No change 10,706 2,115 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 10,663 2,107 0.06% 0.06% 395 0 0.0% Q2 2026 Jul 30, 2026
Financial Engines Advisors L.L.C. History No change 10,662 2,106 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
Empirical Finance, LLC History No change 10,608 2,096 0.09% 0.09% 397 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 10,483 2,071 0.17% 0.17% 398 0 0.0% Q2 2026 Aug 11, 2026
Buttonwood Financial Advisors Inc. History No change 10,379 2,050 0.62% 0.62% 399 0 0.0% Q2 2026 Jul 13, 2026
Center For Asset Management LLC History No change 10,344 2,043 0.91% 0.91% 400 0 0.0% Q2 2026 Jul 27, 2026
MTM FINANCIAL GROUP, LLC History No change 10,322 2,039 0.87% 0.87% 401 0 0.0% Q2 2026 Jul 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,201 2,015 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 10,190 2,013 0.12% 0.12% 403 0 0.0% Q2 2026 Aug 11, 2026
STALEY CAPITAL ADVISERS INC History No change 10,170 2,009 0.08% 0.08% 404 0 0.0% Q2 2026 Aug 11, 2026
HBK Sorce Advisory LLC History No change 9,674 2,000 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 10,027 1,981 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 9,899 1,956 0.11% 0.11% 407 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 9,884 1,953 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 9,781 1,932 0.42% 0.42% 409 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 9,753 1,927 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 07, 2026
VICTORY FINANCIAL GROUP, LLC History No change 9,734 1,923 0.2% 0.2% 411 0 0.0% Q2 2026 Jul 28, 2026
Well Done, LLC History No change 9,729 1,922 0.26% 0.26% 412 0 0.0% Q2 2026 Jul 24, 2026
Intergy Private Wealth, LLC History No change 9,709 1,918 0.44% 0.44% 413 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Financial, llc History No change 9,451 1,911 0.3% 0.3% 414 0 0.0% Q2 2026 Jul 17, 2026
Insight Advisors, LLC/ PA History No change 9,646 1,906 0.34% 0.34% 415 0 0.0% Q2 2026 Aug 05, 2026
CARDIFF PARK ADVISORS, LLC History No change 9,604 1,897 0.15% 0.15% 416 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,581 1,893 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 9,368 1,851 0.08% 0.08% 418 0 0.0% Q2 2026 Jul 22, 2026
Lynx Investment Advisory History No change 9,200 1,817 0.6% 0.6% 419 0 0.0% Q2 2026 Jul 27, 2026
Ironsides Asset Advisors, LLC History No change 9,191 1,816 0.43% 0.43% 420 0 0.0% Q2 2026 Aug 12, 2026
SageView Advisory Group, LLC History No change 9,080 1,794 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 9,076 1,793 0.02% 0.02% 422 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 9,055 1,789 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
Mainstream Capital Management LLC History No change 9,032 1,784 1.07% 1.07% 424 0 0.0% Q2 2026 Jul 15, 2026
Gibraltar Capital Management, Inc. History No change 9,019 1,782 0.27% 0.27% 425 0 0.0% Q2 2026 Jul 20, 2026
WealthShield Partners, LLC History No change 9,007 1,779 0.27% 0.27% 426 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 8,960 1,770 0.04% 0.04% 427 0 0.0% Q2 2026 Aug 13, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 8,946 1,767 0.28% 0.28% 428 0 0.0% Q2 2026 Jul 24, 2026
SC&H Financial Advisors, Inc. History No change 8,940 1,766 0.23% 0.23% 429 0 0.0% Q2 2026 Aug 04, 2026
Genesis Financial Group, LLC History No change 8,920 1,762 1.15% 1.15% 430 0 0.0% Q2 2026 Aug 14, 2026
Wolff Financial Management LLC History No change 8,880 1,754 0.35% 0.35% 431 0 0.0% Q2 2026 Jul 16, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,835 1,745 0.72% 0.72% 432 0 0.0% Q2 2026 Aug 07, 2026
Clear Creek Financial Management, LLC History No change 8,824 1,743 0.11% 0.11% 433 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 8,821 1,743 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 8,780 1,734 0.08% 0.08% 435 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,741 1,727 0.1% 0.1% 436 0 0.0% Q2 2026 Jul 15, 2026
TRUST CO OF VERMONT History No change 8,717 1,722 0.06% 0.06% 437 0 0.0% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History No change 8,700 1,719 0.19% 0.19% 438 0 0.0% Q2 2026 Jul 30, 2026
Willis Johnson & Associates, Inc. History No change 8,636 1,706 0.1% 0.1% 439 0 0.0% Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 8,628 1,704 1.13% 1.13% 440 0 0.0% Q2 2026 Jul 06, 2026
WHITTIER TRUST CO History No change 8,384 1,677 0.02% 0.02% 441 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 8,441 1,667 0.07% 0.07% 442 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 8,285 1,637 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 13, 2026
Equity Wealth Partners, LLC History No change 8,258 1,631 0.59% 0.59% 444 0 0.0% Q2 2026 Jul 27, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 8,233 1,626 0.9% 0.9% 445 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 8,138 1,608 0.08% 0.08% 446 0 0.0% Q2 2026 Jul 23, 2026
Bristlecone Value Partners, LLC History No change 8,121 1,604 1.29% 1.29% 447 0 0.0% Q2 2026 Aug 13, 2026
Choate Investment Advisors History No change 8,087 1,598 0.03% 0.03% 448 0 0.0% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History No change 8,010 1,582 0.01% 0.01% 449 0 0.0% Q2 2026 Jul 27, 2026
Three Arch Wealth Management LLC History No change 8,005 1,581 0.24% 0.24% 450 0 0.0% Q2 2026 Aug 06, 2026
MidAtlantic Capital Management, Inc. History No change 7,997 1,580 0.98% 0.98% 451 0 0.0% Q2 2026 Aug 10, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 7,974 1,575 0.32% 0.32% 452 0 0.0% Q2 2026 Jul 08, 2026
Spectrum Investment Advisors, Inc. History No change 7,966 1,574 0.64% 0.64% 453 0 0.0% Q2 2026 Jul 30, 2026
Legacy Edge Advisors, LLC History No change 7,925 1,565 0.14% 0.14% 454 0 0.0% Q2 2026 Aug 11, 2026
AdvisorNet Financial, Inc History No change 7,905 1,561 0.07% 0.07% 455 0 0.0% Q2 2026 Jul 23, 2026
Acropolis Investment Management, LLC History No change 7,862 1,553 0.06% 0.06% 456 0 0.0% Q2 2026 Jul 16, 2026
Sowell Financial Services LLC History No change 7,855 1,552 0.05% 0.05% 457 0 0.0% Q2 2026 Jul 17, 2026
Brand Asset Management Group, Inc. History No change 7,792 1,539 0.34% 0.34% 458 0 0.0% Q2 2026 Aug 12, 2026
Graetz Wealth LLC History No change 7,777 1,536 1.23% 1.23% 459 0 0.0% Q2 2026 Aug 13, 2026
East Coast Asset Management, LLC. History No change 7,756 1,532 0.45% 0.45% 460 0 0.0% Q2 2026 Aug 14, 2026
Squire Investment Management Company, LLC History No change 7,668 1,515 0.36% 0.36% 461 0 0.0% Q2 2026 Jul 28, 2026
Revolve Wealth Partners, LLC History No change 7,635 1,508 0.16% 0.16% 462 0 0.0% Q2 2026 Jul 09, 2026
Evergreen Wealth Management, LLC History No change 7,627 1,507 0.71% 0.71% 463 0 0.0% Q2 2026 Jul 31, 2026
SEEDS INVESTOR LLC History No change 7,603 1,502 0.15% 0.15% 464 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 7,517 1,485 0.06% 0.06% 465 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 7,480 1,478 0.05% 0.05% 466 0 0.0% Q2 2026 Jul 17, 2026
Sendero Wealth Management, LLC History No change 7,474 1,476 0.15% 0.15% 467 0 0.0% Q2 2026 Aug 04, 2026
WARNER FINANCIAL, INC History No change 7,427 1,467 0.43% 0.43% 468 0 0.0% Q2 2026 Jul 09, 2026
Junk Investment Group, LLC History No change 7,420 1,466 0.65% 0.65% 469 0 0.0% Q2 2026 Jul 29, 2026
Tidal Investments LLC History No change 7,370 1,456 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 13, 2026
One Capital Management, LLC History No change 7,810 1,439 0.04% 0.04% 471 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 7,224 1,431 0.07% 0.07% 472 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 7,222 1,427 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 7,191 1,421 0.14% 0.14% 474 0 0.0% Q2 2026 Jul 16, 2026
BKM Wealth Management, LLC History No change 7,148 1,412 0.5% 0.5% 475 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 7,142 1,411 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 03, 2026
CJM Wealth Advisers, Ltd. History No change 7,110 1,404 0.37% 0.37% 477 0 0.0% Q2 2026 Jul 17, 2026
Kapstone Financial Advisors LLC History No change 7,095 1,401 0.59% 0.59% 478 0 0.0% Q2 2026 Aug 07, 2026
Three Bridge Wealth Advisors, LLC History No change 7,078 1,398 0.35% 0.35% 479 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 7,069 1,396 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 05, 2026
CITY HOLDING CO History No change 7,056 1,394 0.16% 0.16% 481 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 7,048 1,392 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 06, 2026
Maridea Wealth Management LLC History No change 7,047 1,392 0.15% 0.15% 483 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIENT ADVISORS LLC History No change 7,043 1,391 0.2% 0.2% 484 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 7,034 1,389 0.09% 0.09% 485 0 0.0% Q2 2026 Aug 07, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 7,005 1,384 0.5% 0.5% 486 0 0.0% Q2 2026 Jul 15, 2026
Noble Family Wealth, LLC History No change 6,995 1,382 0.25% 0.25% 487 0 0.0% Q2 2026 Aug 04, 2026
Friday Financial History No change 6,865 1,377 0.37% 0.37% 488 0 0.0% Q2 2026 Jul 09, 2026
Chemistry Wealth Management LLC History No change 6,939 1,371 0.22% 0.22% 489 0 0.0% Q2 2026 Jul 09, 2026
Wescott Financial Advisory Group, LLC History No change 6,901 1,363 0.11% 0.11% 490 0 0.0% Q2 2026 Aug 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 6,800 1,343 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
American Institute for Advanced Investment Management, LLP History No change 6,795 1,342 0.78% 0.78% 492 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial Strategies, Inc. History No change 6,774 1,338 0.09% 0.09% 493 0 0.0% Q2 2026 Jul 24, 2026
Essex Financial Services, Inc. History No change 6,727 1,329 0.07% 0.07% 494 0 0.0% Q2 2026 Aug 10, 2026
Heartwood Wealth Advisors LLC History No change 6,796 1,328 0.1% 0.1% 495 0 0.0% Q3 2026 Oct 05, 2026
Novak & Powell Financial Services, Inc. History No change 6,703 1,324 0.62% 0.62% 496 0 0.0% Q2 2026 Aug 11, 2026
Entelevest, LLC History No change 6,694 1,322 1.13% 1.13% 497 0 0.0% Q2 2026 Jul 22, 2026
Callan Family Office, LLC History No change 6,682 1,320 0.03% 0.03% 498 0 0.0% Q2 2026 Aug 11, 2026
DeLarme Wealth Management, Inc. History No change 6,683 1,320 0.77% 0.77% 499 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 6,669 1,317 0.2% 0.2% 500 0 0.0% Q2 2026 Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 6,639 1,311 0.2% 0.2% 501 0 0.0% Q2 2026 Jul 14, 2026
PLANNING DIRECTIONS INC History No change 6,635 1,310 0.61% 0.61% 502 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,627 1,309 0.06% 0.06% 503 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 6,625 1,309 0.07% 0.07% 504 0 0.0% Q2 2026 Jul 10, 2026
American Trust History No change 6,569 1,297 0.1% 0.1% 505 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,451 1,294 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 27, 2026
Magnus Financial Group LLC History No change 6,550 1,294 0.09% 0.09% 507 0 0.0% Q2 2026 Jul 09, 2026
ARWA LLC History No change 6,224 1,266 0.53% 0.53% 508 0 0.0% Q2 2026 Jul 24, 2026
COZAD ASSET MANAGEMENT INC History No change 6,381 1,260 0.08% 0.08% 509 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,338 1,252 0.12% 0.12% 510 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 6,334 1,251 0.05% 0.05% 511 0 0.0% Q2 2026 Jul 22, 2026
Narus Financial Partners, LLC History No change 6,324 1,249 0.32% 0.32% 512 0 0.0% Q2 2026 Jul 31, 2026
Guidance Point Advisors, LLC History No change 6,276 1,240 0.26% 0.26% 513 0 0.0% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 6,271 1,238 0.05% 0.05% 514 0 0.0% Q2 2026 Aug 05, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,169 1,219 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 11, 2026
Rockingstone Advisors LLC History No change 6,060 1,197 0.48% 0.48% 516 0 0.0% Q2 2026 Jul 13, 2026
OPINICUS CAPITAL, INC. History No change 6,000 1,185 0.63% 0.63% 517 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 5,891 1,184 0.12% 0.12% 518 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 5,965 1,178 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,964 1,178 0.02% 0.02% 520 0 0.0% Q2 2026 Jul 13, 2026
Neuberger Berman Group LLC History No change 5,945 1,174 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 5,906 1,167 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 11, 2026
OpenArc Corporate Advisory, LLC History No change 5,841 1,154 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,793 1,144 0.05% 0.05% 524 0 0.0% Q2 2026 Aug 11, 2026
Bishop & Co Investment Management, LLC History No change 5,721 1,130 0.35% 0.35% 525 0 0.0% Q2 2026 Jul 22, 2026
FC Advisory LLC History Added to 5,738 1,121 0.29% 0.28% 526 +358 6.65% Q3 2026 Oct 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 5,668 1,119 0.08% 0.08% 527 0 0.0% Q2 2026 Aug 03, 2026
MEMBERS WEALTH LLC History No change 5,630 1,112 0.61% 0.61% 528 0 0.0% Q2 2026 Jul 09, 2026
DDFG, Inc History No change 5,615 1,109 0.22% 0.22% 529 0 0.0% Q2 2026 Jul 28, 2026
IBEX WEALTH ADVISORS History No change 5,586 1,103 0.09% 0.09% 530 0 0.0% Q2 2026 Jul 27, 2026
HORIZON BANCORP INC /IN/ History No change 5,566 1,100 0.52% 0.52% 531 0 0.0% Q2 2026 Aug 04, 2026
Astra Wealth Partners LLC History No change 5,552 1,097 0.58% 0.58% 532 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 5,541 1,094 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,511 1,088 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 07, 2026
WILLNER & HELLER, LLC History No change 5,491 1,085 0.68% 0.68% 535 0 0.0% Q2 2026 Jul 07, 2026
Financial Symmetry Inc History Added to 5,524 1,080 0.35% 0.36% 536 +28 0.51% Q3 2026 Oct 06, 2026
Napier Financial, LLC History No change 5,458 1,078 0.22% 0.22% 537 0 0.0% Q2 2026 Jul 31, 2026
O'ROURKE & COMPANY, Inc History No change 5,439 1,074 0.37% 0.37% 538 0 0.0% Q2 2026 Aug 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,395 1,066 0.06% 0.06% 539 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK OF OMAHA History No change 5,318 1,056 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 5,318 1,050 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 14, 2026
Nvest Financial, LLC History No change 5,318 1,050 0.33% 0.33% 542 0 0.0% Q2 2026 Jul 30, 2026
Synergy Asset Management, LLC History No change 5,291 1,045 0.1% 0.1% 543 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,279 1,043 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 04, 2026
LAM GROUP, INC. History No change 5,275 1,042 0.52% 0.52% 545 0 0.0% Q2 2026 Jul 10, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 5,269 1,041 0.26% 0.26% 546 0 0.0% Q2 2026 Jul 30, 2026
BESSEMER GROUP INC History No change 5,185 1,025 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 5,180 1,023 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 20, 2026
XY Planning Network, Inc. History No change 5,159 1,019 0.13% 0.13% 549 0 0.0% Q2 2026 Jul 14, 2026
Carolina Wealth Management Inc History No change 5,136 1,014 0.47% 0.47% 550 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History No change 5,131 1,013 0.04% 0.04% 551 0 0.0% Q2 2026 Jul 29, 2026
Prime Capital Investment Advisors, LLC History No change 5,118 1,011 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 5,069 1,001 0.02% 0.02% 553 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 5,061 1,000 0.03% 0.03% 554 0 0.0% Q2 2026 Jul 31, 2026
OneAscent Financial Services LLC History No change 5,047 997 0.05% 0.05% 555 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 4,966 981 0.07% 0.07% 556 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Bancorp, Inc. History No change 4,940 976 0.25% 0.25% 557 0 0.0% Q2 2026 Jul 28, 2026
Signal Advisors Wealth, LLC History No change 4,940 976 0.05% 0.05% 558 0 0.0% Q2 2026 Aug 04, 2026
MorganRosel Wealth Management, LLC History No change 4,936 975 0.33% 0.33% 559 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 4,896 967 0.05% 0.05% 560 0 0.0% Q2 2026 Jul 28, 2026
Forvis Mazars Wealth Advisors, LLC History No change 4,898 967 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 4,848 957 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 4,846 957 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 4,766 941 0.01% 0.01% 564 0 0.0% Q2 2026 Aug 06, 2026
Stirlingshire Investments, Inc. History No change 4,767 941 0.7% 0.7% 565 0 0.0% Q2 2026 Jul 31, 2026
William Mack & Associates, Inc. History No change 4,755 939 0.33% 0.33% 566 0 0.0% Q2 2026 Jul 10, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 4,735 935 0.64% 0.64% 567 0 0.0% Q2 2026 Aug 07, 2026
McClarren Financial Advisors, Inc. History No change 4,718 932 0.48% 0.48% 568 0 0.0% Q2 2026 Jul 17, 2026
CHAPIN DAVIS, INC. History No change 4,708 930 0.16% 0.16% 569 0 0.0% Q2 2026 Jul 07, 2026
Glass Jacobson Investment Advisors llc History No change 4,703 929 0.29% 0.29% 570 0 0.0% Q2 2026 Jul 30, 2026
Hexagon Capital Partners LLC History No change 4,684 925 0.13% 0.13% 571 0 0.0% Q2 2026 Aug 06, 2026
HF Advisory Group, LLC History No change 4,673 923 0.29% 0.29% 572 0 0.0% Q2 2026 Jul 08, 2026
Schwallier Wealth Management LLC History No change 4,665 921 0.58% 0.58% 573 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 783,898 913 0.06% 0.06% 574 0 0.0% Q2 2026 Jul 20, 2026
BLB&B Advisors, LLC History No change 4,578 904 0.03% 0.03% 575 0 0.0% Q2 2026 Aug 05, 2026
Legacy Financial Group LLC History No change 4,556 900 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 05, 2026
Berkeley, Inc History No change 4,547 898 0.28% 0.28% 577 0 0.0% Q2 2026 Jul 24, 2026
Nalls Sherbakoff Group, LLC History No change 4,542 897 0.64% 0.64% 578 0 0.0% Q2 2026 Aug 17, 2026
Colonial Trust Co / SC History No change 4,518 892 0.11% 0.11% 579 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 4,500 889 0.02% 0.02% 580 0 0.0% Q2 2026 Jul 27, 2026
Richard P Slaughter Associates Inc History No change 4,492 887 0.17% 0.17% 581 0 0.0% Q2 2026 Jul 13, 2026
Founders Financial Alliance, LLC History No change 4,444 878 0.12% 0.12% 582 0 0.0% Q2 2026 Aug 04, 2026
Connecticut Wealth Management, LLC History No change 4,432 875 0.03% 0.03% 583 0 0.0% Q2 2026 Jul 29, 2026
Financial Alternatives, Inc History No change 4,402 869 0.43% 0.43% 584 0 0.0% Q2 2026 Aug 10, 2026
LightSquare Wealth Management, LLC History No change 4,354 860 0.59% 0.59% 585 0 0.0% Q2 2026 Aug 03, 2026
Calamos Wealth Management LLC History No change 4,301 849 0.03% 0.03% 586 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 4,248 840 0.03% 0.03% 587 0 0.0% Q2 2026 Aug 17, 2026
Fairscale Capital, LLC History No change 4,224 834 0.5% 0.5% 588 0 0.0% Q2 2026 Aug 07, 2026
Wingate Wealth Advisors, Inc. History No change 4,215 832 0.37% 0.37% 589 0 0.0% Q2 2026 Jul 29, 2026
CRUX WEALTH ADVISORS History No change 4,198 829 0.29% 0.29% 590 0 0.0% Q2 2026 Jul 21, 2026
United Advisor Group, LLC History No change 4,187 827 0.09% 0.09% 591 0 0.0% Q2 2026 Jul 29, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 4,168 823 0.22% 0.22% 592 0 0.0% Q2 2026 Aug 07, 2026
Empower Advisory Group, LLC History No change 4,156 821 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History No change 4,155 820 0.22% 0.22% 594 0 0.0% Q2 2026 Jul 09, 2026
RWA WEALTH PARTNERS, LLC History No change 4,147 819 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 07, 2026
Strategic Financial Partners, Ltd. History No change 4,133 816 0.31% 0.31% 596 0 0.0% Q2 2026 Aug 03, 2026
Meridian Financial Advisors, LLC History No change 4,130 816 0.39% 0.39% 597 0 0.0% Q2 2026 Jul 22, 2026
BECKER CAPITAL MANAGEMENT INC History No change 4,099 809 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 31, 2026
Net Worth Advisory Group History No change 4,094 808 0.2% 0.2% 599 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 4,063 802 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 4,050 800 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,038 798 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 4,031 796 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 13, 2026
Creekside Partners History No change 4,032 796 0.29% 0.29% 604 0 0.0% Q2 2026 Jul 30, 2026
Next Level Private LLC History No change 4,024 795 0.16% 0.16% 605 0 0.0% Q2 2026 Jul 09, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 4,000 790 0.06% 0.06% 606 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 4,001 790 0.22% 0.22% 607 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 3,981 786 0.09% 0.09% 608 0 0.0% Q2 2026 Jul 31, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 3,975 785 0.04% 0.04% 609 0 0.0% Q2 2026 Jul 20, 2026
Rockbridge Investment Management, LCC History No change 3,901 770 0.06% 0.06% 610 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 3,893 769 0.03% 0.03% 611 0 0.0% Q2 2026 Jul 23, 2026
Busey Bank History No change 3,862 763 0.02% 0.02% 612 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 3,849 760 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 3,804 751 0.06% 0.06% 614 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,779 746 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 12, 2026
AMARA FINANCIAL, LLC. History No change 3,770 744 0.45% 0.45% 616 0 0.0% Q2 2026 Aug 07, 2026
HighPoint Advisor Group LLC History No change 3,744 739 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 05, 2026
FDx Advisors, Inc. History No change 3,728 737 0.22% 0.22% 618 0 0.0% Q2 2026 Aug 04, 2026
Trailhead Planners LLC History No change 3,729 736 0.71% 0.71% 619 0 0.0% Q2 2026 Aug 06, 2026
KEYVANTAGE WEALTH, LLC History No change 3,715 734 0.28% 0.28% 620 0 0.0% Q2 2026 Aug 11, 2026
YARGER WEALTH STRATEGIES, LLC History No change 3,635 731 0.26% 0.26% 621 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 3,695 730 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Financial Group, LLC History No change 3,693 729 0.23% 0.23% 623 0 0.0% Q3 2026 Oct 06, 2026
Texas Bank & Trust Co History No change 3,681 727 0.24% 0.24% 624 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 3,659 723 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 13, 2026
Sherman Wealth Management LLC History No change 3,658 722 0.54% 0.54% 626 0 0.0% Q2 2026 Jul 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 3,454 720 0.23% 0.23% 627 0 0.0% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,647 720 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,643 719 0.14% 0.14% 629 0 0.0% Q2 2026 Aug 06, 2026
Manchester Capital Management LLC History No change 3,610 713 0.09% 0.09% 630 0 0.0% Q2 2026 Aug 13, 2026
Pasadena Private Wealth, LLC History No change 3,610 713 0.09% 0.09% 631 0 0.0% Q2 2026 Aug 10, 2026
Independent Wealth Advisors LLC History No change 3,612 713 0.65% 0.65% 632 0 0.0% Q2 2026 Jul 27, 2026
Capital Squared Financial LLC History No change 3,596 710 0.46% 0.46% 633 0 0.0% Q2 2026 Jul 21, 2026
HUNTINGTON NATIONAL BANK History No change 3,582 707 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 3,578 707 0.06% 0.06% 635 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 3,575 706 0.02% 0.02% 636 0 0.0% Q2 2026 Jul 07, 2026
Elm Partners Management LLC History No change 3,574 706 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 3,571 705 0.06% 0.06% 638 0 0.0% Q2 2026 Jul 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,533 698 0.09% 0.09% 639 0 0.0% Q2 2026 Aug 05, 2026
McNamara Financial Services, Inc. History No change 3,528 697 0.12% 0.12% 640 0 0.0% Q2 2026 Jul 22, 2026
Curi Capital, LLC History No change 3,525 696 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 3,515 694 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 11, 2026
Cassaday & Co Wealth Management LLC History No change 3,514 694 0.01% 0.01% 643 0 0.0% Q2 2026 Aug 10, 2026
CROBAN History No change 3,503 692 0.31% 0.31% 644 0 0.0% Q2 2026 Aug 03, 2026
Investmark Advisory Group LLC History No change 3,498 691 0.26% 0.26% 645 0 0.0% Q2 2026 Aug 07, 2026
Collaborative Capital Advisors LLC History No change 3,494 690 0.44% 0.44% 646 0 0.0% Q2 2026 Aug 14, 2026
Integrated Capital Management, LLC History No change 3,470 685 0.25% 0.25% 647 0 0.0% Q2 2026 Jul 31, 2026
SVRN Asset Management, LLC History No change 3,460 683 0.35% 0.35% 648 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 3,448 681 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 3,449 681 0.11% 0.11% 650 0 0.0% Q2 2026 Jul 24, 2026
S.A. Mason LLC History No change 3,444 680 0.21% 0.21% 651 0 0.0% Q2 2026 Jul 31, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 3,445 680 0.15% 0.15% 652 0 0.0% Q2 2026 Jul 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,443 680 0.1% 0.1% 653 0 0.0% Q2 2026 Aug 10, 2026
Lauterbach Financial Advisors, LLC History No change 3,439 679 0.29% 0.29% 654 0 0.0% Q2 2026 Jul 27, 2026
Copia Wealth Management History No change 3,440 679 0.41% 0.41% 655 0 0.0% Q2 2026 Aug 17, 2026
Diversify Advisory Services, LLC History No change 3,292 676 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,292 676 0.01% 0.01% 657 0 0.0% Q2 2026 Jul 29, 2026
Legacy Capital Wealth Partners, LLC History No change 3,411 674 0.13% 0.13% 658 0 0.0% Q2 2026 Aug 12, 2026
ERn Financial, LLC History No change 3,414 674 0.11% 0.11% 659 0 0.0% Q2 2026 Jul 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,405 672 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 20, 2026
Koshinski Asset Management, Inc. History No change 3,393 670 0.04% 0.04% 661 0 0.0% Q2 2026 Jul 27, 2026
Traveka Wealth, LLC History No change 3,379 667 0.22% 0.22% 662 0 0.0% Q2 2026 Jul 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,356 663 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 23, 2026
UNIQUE WEALTH, LLC History No change 3,354 662 0.08% 0.08% 664 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 3,339 659 0.13% 0.13% 665 0 0.0% Q2 2026 Aug 03, 2026
One Day In July LLC History No change 3,338 659 0.05% 0.05% 666 0 0.0% Q2 2026 Aug 03, 2026
Directional Asset Management History No change 3,337 659 0.56% 0.56% 667 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 3,335 658 0.02% 0.02% 668 0 0.0% Q2 2026 Aug 04, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,316 655 0.04% 0.04% 669 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,282 648 0.01% 0.01% 670 0 0.0% Q2 2026 Sep 23, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,272 646 0.07% 0.07% 671 0 0.0% Q2 2026 Jul 10, 2026
FIRST TRUST ADVISORS LP History No change 3,265 645 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 11, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 3,254 643 0.17% 0.17% 673 0 0.0% Q2 2026 Aug 07, 2026
Trilogy Capital Inc. History No change 3,256 643 0.02% 0.02% 674 0 0.0% Q2 2026 Jul 02, 2026
C M BIDWELL & ASSOCIATES LTD History No change 3,248 641 0.26% 0.26% 675 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 3,275 640 0.17% 0.17% 676 +4 0.12% Q3 2026 Oct 02, 2026
Beaird Harris Wealth Management, LLC History No change 3,235 639 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 08, 2026
Principle Wealth Partners LLC History No change 3,212 634 0.03% 0.03% 678 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 3,197 631 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 3,159 624 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 31, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,157 623 0.2% 0.2% 681 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 3,153 622 0.03% 0.03% 682 0 0.0% Q2 2026 Jul 16, 2026
Collaborative Wealth Managment Inc. History No change 3,149 622 0.26% 0.26% 683 0 0.0% Q2 2026 Aug 05, 2026
Amplius Wealth Advisors, LLC History No change 3,153 622 0.05% 0.05% 684 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,140 620 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 28, 2026
Merited Wealth, LLC History No change 3,129 618 0.44% 0.44% 686 0 0.0% Q2 2026 Aug 14, 2026
Topel & Distasi Wealth Management, LLC History No change 3,107 613 0.3% 0.3% 687 0 0.0% Q2 2026 Aug 07, 2026
Argent Advisors, Inc. History No change 3,100 612 0.15% 0.15% 688 0 0.0% Q2 2026 Aug 05, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 3,101 612 0.31% 0.31% 689 0 0.0% Q2 2026 Jul 20, 2026
Pinion Investment Advisors, LLC History No change 3,097 611 0.12% 0.12% 690 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 3,094 611 0.12% 0.12% 691 0 0.0% Q2 2026 Aug 05, 2026
Inspire Advisors, LLC History No change 3,083 609 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 13, 2026
Facet Wealth, Inc. History No change 3,046 601 0.01% 0.01% 693 0 0.0% Q2 2026 Jul 27, 2026
Rollins Financial Advisors, LLC History No change 3,035 599 0.08% 0.08% 694 0 0.0% Q2 2026 Aug 04, 2026
AVISO WEALTH MANAGEMENT History No change 3,025 597 0.2% 0.2% 695 0 0.0% Q2 2026 Aug 04, 2026
Synergy Investment Management, LLC History No change 2,948 595 0.14% 0.14% 696 0 0.0% Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History No change 3,000 592 0.23% 0.23% 697 0 0.0% Q2 2026 Aug 11, 2026
Grantvest Financial Group LLC History No change 3,000 592 0.34% 0.34% 698 0 0.0% Q2 2026 Aug 07, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 2,994 591 0.23% 0.23% 699 0 0.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,986 590 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 31, 2026
Revisor Wealth Management LLC History No change 2,988 590 0.14% 0.14% 701 0 0.0% Q2 2026 Jul 21, 2026
WESBANCO BANK INC History No change 2,973 587 0.01% 0.01% 702 0 0.0% Q2 2026 Jul 28, 2026
Tactive Advisors, LLC History No change 2,972 587 0.14% 0.14% 703 0 0.0% Q2 2026 Jul 08, 2026
TME FINANCIAL, INC. History No change 2,962 585 0.36% 0.36% 704 0 0.0% Q2 2026 Jul 23, 2026
Brooklyn FI, LLC History No change 2,883 584 0.11% 0.11% 705 0 0.0% Q2 2026 Aug 04, 2026
Parkside Financial Bank & Trust History No change 2,943 581 0.04% 0.04% 706 0 0.0% Q2 2026 Sep 04, 2026
Yoder Wealth Management, Inc. History No change 2,907 574 0.22% 0.22% 707 0 0.0% Q2 2026 Jul 22, 2026
Murphy Pohlad Asset Management LLC History No change 2,901 573 0.2% 0.2% 708 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 2,887 570 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 23, 2026
Kelsey Financial, LLC History No change 2,876 568 0.43% 0.43% 710 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 2,868 566 0.03% 0.03% 711 0 0.0% Q2 2026 Jul 16, 2026
Old North State Wealth Management, LLC History No change 2,859 566 0.24% 0.24% 712 0 0.0% Q2 2026 Jul 17, 2026
Baldwin Investment Management, LLC History No change 2,859 564 0.05% 0.05% 713 0 0.0% Q2 2026 Jul 28, 2026
NorthRock Partners, LLC History No change 2,856 564 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 11, 2026
Joseph P. Lucia & Associates, LLC History No change 2,849 562 0.17% 0.17% 715 0 0.0% Q2 2026 Aug 07, 2026
Diversified Enterprises, LLC History No change 2,845 562 0.03% 0.03% 716 0 0.0% Q2 2026 Jul 31, 2026
BCS Wealth Management History No change 2,830 559 0.1% 0.1% 717 0 0.0% Q2 2026 Jul 16, 2026
FULTON BANK, N.A. History No change 2,824 558 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 09, 2026
Brady Martz Wealth Solutions, LLC History No change 2,819 557 0.08% 0.08% 719 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 2,817 556 0.03% 0.03% 720 0 0.0% Q2 2026 Jul 29, 2026
Kendall Capital Management History No change 2,810 555 0.09% 0.09% 721 0 0.0% Q2 2026 Aug 12, 2026
Essex Bank History No change 2,810 555 0.12% 0.12% 722 0 0.0% Q2 2026 Jul 23, 2026
MOR Wealth Management, LLC History No change 2,800 553 0.22% 0.22% 723 0 0.0% Q2 2026 Aug 06, 2026
American Money Management, LLC History No change 2,797 552 0.08% 0.08% 724 0 0.0% Q2 2026 Aug 13, 2026
Everest Financial Group LLC History No change 2,790 551 0.07% 0.07% 725 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 2,784 550 0.03% 0.03% 726 0 0.0% Q2 2026 Jul 31, 2026
Badgley Phelps Wealth Managers, LLC History No change 2,769 547 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 31, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 2,763 540 0.35% 0.33% 728 -3 -0.11% Q3 2026 Oct 07, 2026
QTR Family Wealth, LLC History No change 2,736 540 0.19% 0.19% 729 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 2,721 537 0.04% 0.04% 730 0 0.0% Q2 2026 Jul 28, 2026
Asempa Wealth Advisors History No change 2,703 534 0.4% 0.4% 731 0 0.0% Q2 2026 Jul 13, 2026
Investments & Financial Planning, LLC History No change 2,674 528 0.25% 0.25% 732 0 0.0% Q2 2026 Aug 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,663 526 0.3% 0.3% 733 0 0.0% Q2 2026 Aug 10, 2026
VSM Wealth Advisory, LLC History No change 2,662 526 0.14% 0.14% 734 0 0.0% Q2 2026 Jul 22, 2026
Quad-Cities Investment Group, LLC History No change 2,633 520 0.19% 0.19% 735 0 0.0% Q2 2026 Jul 07, 2026
Curated Wealth Partners LLC History No change 2,636 520 0.06% 0.06% 736 0 0.0% Q2 2026 Aug 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 2,628 519 0.04% 0.04% 737 0 0.0% Q2 2026 Jul 07, 2026
Baker Ellis Asset Management LLC History No change 2,625 518 0.05% 0.05% 738 0 0.0% Q2 2026 Jul 23, 2026
Financial Freedom, LLC History No change 2,617 517 0.24% 0.24% 739 0 0.0% Q2 2026 Aug 05, 2026
CHRISTINE MESSMER PC History No change 2,621 517 0.29% 0.29% 740 0 0.0% Q2 2026 Jul 23, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 2,515 515 0.1% 0.1% 741 0 0.0% Q2 2026 Jul 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 2,605 514 0.04% 0.04% 742 0 0.0% Q2 2026 Jul 27, 2026
Clarity Capital Advisors, LLC History No change 2,598 513 0.22% 0.22% 743 0 0.0% Q2 2026 Jul 13, 2026
Evanson Financial, LLC History No change 2,595 512 0.03% 0.03% 744 0 0.0% Q2 2026 Jul 07, 2026
Capital Asset Managemnet, LLC History No change 2,571 508 1.14% 1.14% 745 0 0.0% Q2 2026 Jul 24, 2026
Retirement Planning Group, LLC History No change 2,563 506 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 05, 2026
Legacy Wealth Managment, LLC/ID History No change 2,554 504 0.21% 0.21% 747 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 2,549 503 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 12, 2026
L2 Asset Management, LLC History No change 2,526 499 0.05% 0.05% 749 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 2,510 496 0.01% 0.01% 750 0 0.0% Q2 2026 Jul 31, 2026
Harpswell Capital Advisors, LLC History No change 2,500 494 0.32% 0.32% 751 0 0.0% Q2 2026 Aug 05, 2026
Atlatl Advisers LLC History No change 2,495 493 0.12% 0.12% 752 0 0.0% Q2 2026 Jul 22, 2026
AlphaCore Capital LLC History No change 2,471 488 0.01% 0.01% 753 0 0.0% Q2 2026 Aug 06, 2026
GWN SECURITIES INC. History No change 2,467 487 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 05, 2026
Range Advisory, LLC History No change 2,466 487 0.06% 0.06% 755 0 0.0% Q2 2026 Sep 02, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,451 484 0.01% 0.01% 756 0 0.0% Q2 2026 Aug 06, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 2,444 482 0.12% 0.12% 757 0 0.0% Q2 2026 Jul 20, 2026
StoneX Group Inc. History No change 2,427 481 0.02% 0.02% 758 0 0.0% Q2 2026 Aug 12, 2026
Bank of Marin History No change 2,435 481 0.34% 0.34% 759 0 0.0% Q2 2026 Aug 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 2,419 478 0.05% 0.05% 760 0 0.0% Q2 2026 Aug 10, 2026
Tyche Wealth Partners LLC History No change 2,420 478 0.07% 0.07% 761 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 2,414 477 0.01% 0.01% 762 0 0.0% Q2 2026 Jul 30, 2026
Plante Moran Financial Advisors, LLC History No change 2,411 476 0.02% 0.02% 763 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 2,410 476 0.02% 0.02% 764 0 0.0% Q2 2026 Aug 20, 2026
WP Advisors, LLC History No change 2,413 476 0.12% 0.12% 765 0 0.0% Q2 2026 Jul 29, 2026
Sterling Investment Counsel, LLC History No change 2,410 476 0.11% 0.11% 766 0 0.0% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History No change 2,386 471 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 09, 2026
Beckerman Institutional, LLC History No change 2,390 471 0.22% 0.22% 768 0 0.0% Q2 2026 Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,377 469 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 13, 2026
BEACON FINANCIAL GROUP History No change 2,370 468 0.04% 0.04% 770 0 0.0% Q2 2026 Jul 16, 2026
Balboa Wealth Partners History No change 2,354 465 0.06% 0.06% 771 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History No change 2,358 465 0.06% 0.06% 772 0 0.0% Q2 2026 Jul 08, 2026
Smith Thornton Advisors LLC History No change 2,298 464 0.2% 0.2% 773 0 0.0% Q2 2026 Jul 14, 2026
PRAIRIE ADVISORY, LLC History No change 2,352 464 0.11% 0.11% 774 0 0.0% Q2 2026 Jul 20, 2026
Goelzer Investment Management, Inc. History No change 2,344 463 0.02% 0.02% 775 0 0.0% Q2 2026 Jul 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,342 462 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 07, 2026
Blossom Wealth Management History No change 2,339 462 0.65% 0.65% 777 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 2,304 455 0.01% 0.01% 778 0 0.0% Q2 2026 Aug 14, 2026
Crane Advisory, LLC History No change 2,213 450 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,277 449 0.01% 0.01% 780 0 0.0% Q2 2026 Aug 13, 2026
Sierra Capital LLC History No change 2,272 448 0.04% 0.04% 781 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 2,262 447 0.01% 0.01% 782 0 0.0% Q2 2026 Jul 06, 2026
Forum Private Client Group LLC History No change 2,263 447 0.13% 0.13% 783 0 0.0% Q2 2026 Aug 12, 2026
Note Advisors, LLC History No change 2,263 447 0.19% 0.19% 784 0 0.0% Q2 2026 Aug 14, 2026
LMG Wealth Partners, LLC History No change 2,258 446 0.07% 0.07% 785 0 0.0% Q2 2026 Aug 12, 2026
North Capital, Inc. History No change 2,251 444 0.34% 0.34% 786 0 0.0% Q2 2026 Jul 14, 2026
SONATA CAPITAL GROUP INC History No change 2,245 443 0.14% 0.14% 787 0 0.0% Q2 2026 Jul 24, 2026
TPG Financial Advisors, LLC History No change 2,241 442 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 10, 2026
Northwest Bancshares, Inc. History No change 2,217 438 0.08% 0.08% 789 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 2,214 437 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 07, 2026
Beaumont Financial Advisors, LLC History No change 2,214 437 0.03% 0.03% 791 0 0.0% Q2 2026 Aug 04, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 2,187 432 0.13% 0.13% 792 0 0.0% Q2 2026 Jul 07, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,176 429 0.07% 0.07% 793 0 0.0% Q2 2026 Aug 13, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 2,170 428 0.03% 0.03% 794 0 0.0% Q2 2026 Aug 06, 2026
Compass Ion Advisors, LLC History No change 2,166 428 0.04% 0.04% 795 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 2,168 428 0.01% 0.01% 796 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 2,165 427 0.02% 0.02% 797 0 0.0% Q2 2026 Jul 29, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,149 425 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 11, 2026
Family Investment Center, Inc. History No change 2,154 425 0.07% 0.07% 799 0 0.0% Q2 2026 Jul 23, 2026
Forum Financial Management, LP History No change 2,147 424 0.01% 0.01% 800 0 0.0% Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History No change 2,142 423 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 17, 2026
Medallion Wealth Advisors, LLC History No change 2,118 423 0.13% 0.13% 802 0 0.0% Q2 2026 Aug 14, 2026
Octavia Wealth Advisors, LLC History No change 2,140 422 0.04% 0.04% 803 0 0.0% Q2 2026 Jul 14, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 2,139 422 0.09% 0.09% 804 0 0.0% Q2 2026 Aug 11, 2026
CWA Asset Management Group, LLC History No change 2,123 419 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 14, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,113 417 0.1% 0.1% 806 0 0.0% Q2 2026 Jul 20, 2026
Wilkerson Advisory Group LLC History No change 2,110 417 0.13% 0.13% 807 0 0.0% Q2 2026 Jul 21, 2026
Strategic Advisors LLC History No change 2,110 416 0.09% 0.09% 808 0 0.0% Q2 2026 Jul 28, 2026
Evergreen Wealth Partners LLC History No change 2,101 415 0.25% 0.25% 809 0 0.0% Q2 2026 Aug 11, 2026
Fearless Solutions, LLC dba Best Invest History No change 2,099 414 0.22% 0.22% 810 0 0.0% Q2 2026 Jul 21, 2026
WRAPMANAGER INC History No change 2,092 413 0.13% 0.13% 811 0 0.0% Q2 2026 Aug 05, 2026
BIP Wealth, LLC History No change 2,092 413 0.01% 0.01% 812 0 0.0% Q2 2026 Aug 03, 2026
SAGE RHINO CAPITAL LLC History No change 2,077 410 0.07% 0.07% 813 0 0.0% Q2 2026 Aug 03, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 2,071 409 0.32% 0.32% 814 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 2,052 405 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 2,042 403 0.01% 0.01% 816 0 0.0% Q2 2026 Aug 06, 2026
Plancorp, LLC History No change 1,984 401 0.01% 0.01% 817 0 0.0% Q2 2026 Jul 14, 2026
TOWER BRIDGE ADVISORS History No change 2,025 400 0.04% 0.04% 818 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Partners, LLC History No change 2,011 397 0.09% 0.09% 819 0 0.0% Q2 2026 Jul 22, 2026
waypoint wealth counsel History No change 2,005 396 0.25% 0.25% 820 0 0.0% Q2 2026 Aug 04, 2026
Navis Wealth Advisors, LLC History No change 2,000 395 0.15% 0.15% 821 0 0.0% Q2 2026 Aug 14, 2026
Embree Financial Group History No change 1,996 394 0.04% 0.04% 822 0 0.0% Q2 2026 Jul 15, 2026
WEST BANCORPORATION INC History No change 1,991 393 0.17% 0.17% 823 0 0.0% Q2 2026 Jul 23, 2026
Florida Trust Wealth Management Co History No change 1,992 393 0.01% 0.01% 824 0 0.0% Q2 2026 Jul 27, 2026
Eagle Bay Advisors LLC History No change 1,985 392 0.29% 0.29% 825 0 0.0% Q2 2026 Aug 03, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,983 391 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 1,970 389 0.01% 0.01% 827 0 0.0% Q2 2026 Aug 05, 2026
Finward Bancorp History No change 1,962 387 0.29% 0.29% 828 0 0.0% Q2 2026 Jul 16, 2026
Intelligence Driven Advisers, LLC History No change 1,958 386 0.06% 0.06% 829 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,957 386 0.0% 0.0% 830 0 0.0% Q2 2026 Sep 23, 2026
Wealthspire Retirement, LLC History No change 1,957 386 0.02% 0.02% 831 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 1,949 385 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 1,943 384 0.25% 0.25% 833 0 0.0% Q2 2026 Aug 13, 2026
Long Island Wealth Management, Inc. History No change 1,943 383 0.16% 0.16% 834 0 0.0% Q2 2026 Aug 07, 2026
LOWERY THOMAS, LLC History No change 1,935 382 0.19% 0.19% 835 0 0.0% Q2 2026 Jul 29, 2026
Outbound Financial Inc History No change 1,931 381 0.25% 0.25% 836 0 0.0% Q2 2026 Jul 15, 2026
Townsend & Associates, Inc History No change 1,885 379 0.03% 0.03% 837 0 0.0% Q2 2026 Jul 22, 2026
Comprehensive Money Management Services LLC History No change 1,915 378 0.24% 0.24% 838 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 1,815 376 0.03% 0.03% 839 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 1,900 375 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 31, 2026
Biltmore Family Office, LLC History No change 1,899 375 0.05% 0.05% 841 0 0.0% Q2 2026 Aug 12, 2026
Greenspring Advisors, LLC History No change 1,897 374 0.02% 0.02% 842 0 0.0% Q2 2026 Aug 11, 2026
WEALTHSPAN PARTNERS, LLC History No change 1,891 373 0.12% 0.12% 843 0 0.0% Q2 2026 Aug 06, 2026
LWM ADVISORS INC History No change 1,878 371 0.28% 0.28% 844 0 0.0% Q2 2026 Jul 09, 2026
COFG Advisors, LLC History No change 1,877 370 0.06% 0.06% 845 0 0.0% Q2 2026 Aug 14, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 1,870 369 0.08% 0.08% 846 0 0.0% Q2 2026 Jul 07, 2026
TSFG, LLC History No change 1,855 367 0.05% 0.05% 847 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 1,855 366 0.0% 0.0% 848 0 0.0% Q2 2026 Aug 07, 2026
Dorsey & Whitney Trust CO LLC History No change 1,855 366 0.02% 0.02% 849 0 0.0% Q2 2026 Aug 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 1,868 365 0.09% 0.09% 851 -14 -0.74% Q3 2026 Oct 06, 2026
Valeo Financial Advisors, LLC History No change 1,849 365 0.01% 0.01% 850 0 0.0% Q2 2026 Jul 08, 2026
HTG Investment Advisors, Inc. History No change 1,850 365 0.09% 0.09% 852 0 0.0% Q2 2026 Aug 06, 2026
Sylvest Advisors, LLC History No change 1,844 364 0.16% 0.16% 853 0 0.0% Q2 2026 Jul 22, 2026
Ethos Financial Group, LLC History No change 1,764 363 0.02% 0.02% 854 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,835 362 0.04% 0.04% 855 0 0.0% Q2 2026 Jul 09, 2026
Simplicity Wealth,LLC History No change 1,832 362 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 06, 2026
ATWOOD & PALMER INC History No change 1,831 361 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 08, 2026
Rossmore Private Capital History No change 1,829 361 0.03% 0.03% 858 0 0.0% Q2 2026 Jul 31, 2026
Verum Partners LLC History No change 1,825 360 0.05% 0.05% 859 0 0.0% Q2 2026 Jul 22, 2026
Caldwell Trust Co History No change 1,815 358 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 03, 2026
SkyOak Wealth, LLC History No change 1,786 352 0.06% 0.06% 861 0 0.0% Q2 2026 Jul 30, 2026
Roundview Capital LLC History No change 1,765 348 0.02% 0.02% 862 0 0.0% Q2 2026 Jul 30, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,754 346 0.05% 0.05% 863 0 0.0% Q2 2026 Jul 21, 2026
Ameliora Wealth Management Ltd. History No change 1,750 345 0.1% 0.1% 864 0 0.0% Q2 2026 Jul 24, 2026
Compass Advisory Group LLC History No change 1,745 344 0.08% 0.08% 865 0 0.0% Q2 2026 Aug 11, 2026
GUIDANCE CAPITAL, INC History No change 1,687 343 0.07% 0.07% 866 0 0.0% Q2 2026 Jul 20, 2026
Pacific Park Financial, Inc. History No change 1,733 342 0.2% 0.2% 867 0 0.0% Q2 2026 Jul 21, 2026
Silver Coast Investments LLC History No change 1,729 341 0.1% 0.1% 868 0 0.0% Q2 2026 Jul 24, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 1,715 338 0.04% 0.04% 869 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History No change 1,701 336 0.01% 0.01% 870 0 0.0% Q2 2026 Jul 27, 2026
Factor Wealth Management LTD History No change 1,699 335 0.05% 0.05% 871 0 0.0% Q2 2026 Jul 07, 2026
Livet Wealth, LLC History No change 1,684 332 0.19% 0.19% 872 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,686 332 0.03% 0.03% 873 0 0.0% Q2 2026 Aug 13, 2026
Paulson Wealth Management Inc. History No change 1,678 331 0.07% 0.07% 874 0 0.0% Q2 2026 Aug 04, 2026
Quadcap Wealth Management, LLC History No change 1,672 330 0.03% 0.03% 875 0 0.0% Q2 2026 Jul 31, 2026
Valmark Advisers, Inc. History No change 1,658 327 0.0% 0.0% 876 0 0.0% Q2 2026 Aug 06, 2026
Towerpoint Wealth, LLC History No change 1,655 327 0.11% 0.11% 877 0 0.0% Q2 2026 Jul 09, 2026
WEALTH EFFECTS LLC History No change 1,653 326 0.09% 0.09% 878 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,651 326 0.17% 0.17% 879 0 0.0% Q2 2026 Aug 10, 2026
Prospera Capital Management, LLC History No change 1,631 326 0.1% 0.1% 880 0 0.0% Q2 2026 Jul 27, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 1,644 324 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 28, 2026
SAX WEALTH ADVISORS, LLC History No change 1,755 323 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 09, 2026
Ares Financial Consulting, LLC History No change 1,631 322 0.23% 0.23% 883 0 0.0% Q2 2026 Jul 09, 2026
BOK Financial Private Wealth, Inc. History No change 1,610 318 0.02% 0.02% 884 0 0.0% Q2 2026 Aug 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,603 316 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 14, 2026
SUMMITRY LLC History No change 1,600 316 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 21, 2026
McGlone Suttner Wealth Management, Inc. History No change 1,604 316 0.04% 0.04% 887 0 0.0% Q2 2026 Jul 21, 2026
Pine Valley Investments Ltd Liability Co History No change 1,603 316 0.01% 0.01% 888 0 0.0% Q2 2026 Jul 24, 2026
Cypress Capital Group History No change 1,592 314 0.03% 0.03% 889 0 0.0% Q2 2026 Aug 05, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 1,591 314 0.13% 0.13% 890 0 0.0% Q2 2026 Jul 28, 2026
Apollon Wealth Management, LLC History No change 1,582 312 0.0% 0.0% 891 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 1,576 311 0.11% 0.11% 892 0 0.0% Q2 2026 Jul 23, 2026
Cravens & Co Advisors, LLC History No change 1,560 308 0.21% 0.21% 893 0 0.0% Q2 2026 Aug 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 1,556 307 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 31, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 1,558 307 0.11% 0.11% 895 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 1,533 302 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 1,532 302 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 22, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,524 301 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 14, 2026
Foundation Wealth Management, LLC\PA History No change 1,524 301 0.09% 0.09% 899 0 0.0% Q2 2026 Jul 21, 2026
Quaker Wealth Management, LLC History No change 1,514 299 0.09% 0.09% 900 0 0.0% Q2 2026 Jul 24, 2026
Parcion Private Wealth LLC History No change 1,518 299 0.02% 0.02% 901 0 0.0% Q2 2026 Jul 27, 2026
Meriwether Wealth & Planning, LLC History No change 1,514 299 0.15% 0.15% 902 0 0.0% Q2 2026 Jul 08, 2026
Integris Wealth Management, LLC History No change 1,500 296 0.06% 0.06% 903 0 0.0% Q2 2026 Jul 10, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 1,503 296 0.06% 0.06% 904 0 0.0% Q2 2026 Aug 13, 2026
Cadence Wealth Management LLC History No change 1,502 296 0.13% 0.13% 905 0 0.0% Q2 2026 Aug 12, 2026
Cove Private Wealth, LLC History No change 1,500 296 0.06% 0.06% 906 0 0.0% Q2 2026 Jul 31, 2026
Optivise Advisory Services LLC History No change 1,489 294 0.15% 0.15% 907 0 0.0% Q2 2026 Jul 13, 2026
Bernicke Wealth Management, Ltd. History No change 1,485 293 0.03% 0.03% 908 0 0.0% Q2 2026 Aug 11, 2026
SeaCrest Wealth Management, LLC History No change 1,487 293 0.03% 0.03% 909 0 0.0% Q2 2026 Jul 09, 2026
JPL Wealth Management, LLC History No change 1,487 293 0.06% 0.06% 910 0 0.0% Q2 2026 Aug 13, 2026
HOLDERNESS INVESTMENTS CO History No change 1,479 292 0.05% 0.05% 911 0 0.0% Q2 2026 Aug 12, 2026
TruNorth Capital Management, LLC History No change 1,472 290 0.05% 0.05% 912 0 0.0% Q2 2026 Jul 23, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 1,468 290 0.14% 0.14% 913 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History No change 1,467 289 0.07% 0.07% 914 0 0.0% Q2 2026 Jul 14, 2026
PATTEN & PATTEN INC/TN History No change 1,448 286 0.02% 0.02% 915 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 1,449 286 0.06% 0.06% 916 0 0.0% Q2 2026 Aug 13, 2026
Coastline Trust Co History No change 1,460 285 0.03% 0.03% 917 0 0.0% Q3 2026 Oct 01, 2026
B. Riley Wealth Advisors, Inc. History No change 1,434 284 0.02% 0.02% 918 0 0.0% Q2 2026 Jul 14, 2026
Legacy Bridge, LLC History No change 1,440 284 0.09% 0.09% 919 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 1,440 284 0.11% 0.11% 920 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Advisors, Inc. History No change 1,428 282 0.03% 0.03% 921 0 0.0% Q2 2026 Aug 05, 2026
Dodds Wealth, LLC History No change 1,423 281 0.06% 0.06% 922 0 0.0% Q2 2026 Aug 06, 2026
Richmond Investment Services, LLC History No change 1,425 281 0.09% 0.09% 923 0 0.0% Q2 2026 Jul 27, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 1,420 280 0.07% 0.07% 924 0 0.0% Q2 2026 Jul 15, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,405 277 0.06% 0.06% 925 0 0.0% Q2 2026 Jul 27, 2026
THEORY FINANCIAL LLC History No change 1,406 277 0.09% 0.09% 926 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 1,397 276 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 1,392 275 0.02% 0.02% 928 0 0.0% Q2 2026 Jul 23, 2026
Shepherd Financial Partners LLC History No change 1,387 274 0.02% 0.02% 929 0 0.0% Q2 2026 Aug 10, 2026
Claro Advisors Inc. History No change 1,387 274 0.03% 0.03% 930 0 0.0% Q2 2026 Jul 30, 2026
MMA ASSET MANAGEMENT LLC History No change 1,391 274 0.09% 0.09% 931 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 1,387 274 0.02% 0.02% 932 0 0.0% Q2 2026 Aug 14, 2026
New England Private Wealth Advisors LLC History No change 1,327 271 0.03% 0.03% 933 0 0.0% Q2 2026 Aug 04, 2026
Gemmer Asset Management LLC History No change 1,373 271 0.02% 0.02% 934 0 0.0% Q2 2026 Jul 15, 2026
Colony Family Offices, LLC History No change 1,375 271 0.06% 0.06% 935 0 0.0% Q2 2026 Jul 20, 2026
Opal Wealth Advisors, LLC History No change 1,375 271 0.06% 0.06% 936 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 1,376 271 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 07, 2026
Grey Fox Wealth Advisors, LLC History No change 1,368 270 0.04% 0.04% 938 0 0.0% Q2 2026 Jul 17, 2026
Oxbow Advisors, LLC History No change 1,364 269 0.02% 0.02% 939 0 0.0% Q2 2026 Aug 07, 2026
CERTUITY, LLC History No change 1,360 268 0.01% 0.01% 940 0 0.0% Q2 2026 Jul 28, 2026
Round Rock Advisors LLC History No change 1,359 268 0.03% 0.03% 941 0 0.0% Q2 2026 Aug 12, 2026
Accurate Wealth Management, LLC History No change 1,327 267 0.03% 0.03% 942 0 0.0% Q2 2026 Jul 14, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,347 266 0.02% 0.02% 943 0 0.0% Q2 2026 Aug 05, 2026
Cooper Financial Group History No change 1,351 266 0.02% 0.02% 944 0 0.0% Q2 2026 Jul 08, 2026
OPTIMA CAPITAL LLC History No change 1,347 266 0.1% 0.1% 945 0 0.0% Q2 2026 Jul 24, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 1,345 265 0.16% 0.16% 946 0 0.0% Q2 2026 Jul 29, 2026
Redmond Asset Management, LLC History No change 1,339 264 0.07% 0.07% 947 0 0.0% Q2 2026 Aug 14, 2026
Ellenbecker Investment Group History No change 1,332 263 0.03% 0.03% 948 0 0.0% Q2 2026 Jul 27, 2026
Foundry Financial LLC History No change 1,328 262 0.09% 0.09% 949 0 0.0% Q2 2026 Jul 21, 2026
PROFFITT & GOODSON INC History No change 1,323 261 0.04% 0.04% 950 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Asset Management, LLC History No change 1,321 261 0.03% 0.03% 951 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 1,323 261 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 11, 2026
CEERA INVESTMENTS, LLC History No change 1,320 260 0.11% 0.11% 953 0 0.0% Q2 2026 Aug 05, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 1,312 259 0.06% 0.06% 954 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 1,313 259 0.07% 0.07% 955 0 0.0% Q2 2026 Aug 10, 2026
Wealth Watch Advisors, INC History No change 1,312 259 0.08% 0.08% 956 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Group, LLC History No change 1,287 254 0.02% 0.02% 957 0 0.0% Q2 2026 Jul 27, 2026
1 NORTH WEALTH SERVICES LLC History No change 1,278 252 0.08% 0.08% 958 0 0.0% Q2 2026 Aug 03, 2026
Brown Financial Advisory History No change 1,277 252 0.11% 0.11% 959 0 0.0% Q2 2026 Jul 28, 2026
Spinnaker Investment Group, LLC History No change 1,274 251 0.04% 0.04% 960 0 0.0% Q2 2026 Jul 10, 2026
MARQUETTE ASSOCIATES, INC. History No change 1,267 250 0.18% 0.18% 961 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON DAVIS & CO., INC. History No change 1,249 246 0.15% 0.15% 962 0 0.0% Q2 2026 Jul 29, 2026
Advance Capital Management, Inc. History No change 1,246 246 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History No change 1,249 246 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 24, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 1,239 244 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,237 244 0.01% 0.01% 966 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 1,237 244 0.01% 0.01% 967 0 0.0% Q2 2026 Aug 04, 2026
Integrity Advisory Solutions, LLC History No change 1,230 243 0.03% 0.03% 968 0 0.0% Q2 2026 Jul 31, 2026
BLALOCK WILLIAMS, LLC History No change 1,229 242 0.16% 0.16% 969 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,313 241 0.04% 0.04% 970 0 0.0% Q2 2026 Aug 03, 2026
Sargent Investment Group, LLC History No change 1,213 239 0.03% 0.03% 971 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 1,181 239 0.03% 0.03% 972 0 0.0% Q2 2026 Jul 29, 2026
FPC INVESTMENT ADVISORY, INC. History No change 1,182 239 0.11% 0.11% 973 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History No change 1,203 238 0.01% 0.01% 974 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 1,207 238 0.01% 0.01% 975 0 0.0% Q2 2026 Aug 05, 2026
Cottage Street Advisors LLC History No change 1,204 237 0.09% 0.09% 976 0 0.0% Q2 2026 Jul 20, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 1,200 237 0.07% 0.07% 977 0 0.0% Q2 2026 Aug 04, 2026
Blom & Howell Financial Planning, Inc. History No change 1,203 237 0.2% 0.2% 978 0 0.0% Q2 2026 Aug 04, 2026
Meredith Wealth Planning History No change 1,198 236 0.06% 0.06% 979 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,188 235 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 13, 2026
Level Financial Advisors History No change 1,187 234 0.05% 0.05% 981 0 0.0% Q2 2026 Jul 15, 2026
Pekin Hardy Strauss, Inc. History No change 1,177 232 0.02% 0.02% 982 0 0.0% Q2 2026 Jul 30, 2026
Obermeyer Wealth Partners History No change 1,177 232 0.01% 0.01% 983 0 0.0% Q2 2026 Jul 29, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,170 231 0.05% 0.05% 984 0 0.0% Q2 2026 Sep 02, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,169 231 0.01% 0.01% 985 0 0.0% Q2 2026 Jul 31, 2026
Mayfair Advisory Group, LLC History No change 1,132 231 0.07% 0.07% 986 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History No change 1,167 230 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 16, 2026
CGN Advisors LLC History No change 1,168 230 0.02% 0.02% 988 0 0.0% Q2 2026 Jul 06, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 1,150 227 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 14, 2026
Newman Dignan & Sheerar, Inc. History No change 1,148 226 0.04% 0.04% 990 0 0.0% Q2 2026 Jul 14, 2026
Asset Dedication, LLC History No change 1,141 225 0.01% 0.01% 991 0 0.0% Q2 2026 Jul 30, 2026
FFT WEALTH MANAGEMENT LLC History No change 1,139 225 0.04% 0.04% 992 0 0.0% Q2 2026 Jul 27, 2026
Freedom Financial Partners LLC History No change 1,142 225 0.07% 0.07% 993 0 0.0% Q2 2026 Aug 06, 2026
Cerro Pacific Wealth Advisors LLC History No change 1,138 224 0.05% 0.05% 994 0 0.0% Q2 2026 Jul 15, 2026
Axis Wealth Partners, LLC History No change 1,134 224 0.11% 0.11% 995 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone National Bank & Trust Co History No change 1,133 224 0.08% 0.08% 996 0 0.0% Q2 2026 Jul 21, 2026
MONTAG A & ASSOCIATES INC History No change 1,130 223 0.01% 0.01% 997 0 0.0% Q2 2026 Aug 05, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,131 223 0.01% 0.01% 998 0 0.0% Q2 2026 Jul 28, 2026
Saxony Capital Management, LLC History No change 1,130 223 0.1% 0.1% 999 0 0.0% Q2 2026 Jul 15, 2026
Allred Capital Management, LLC History No change 1,127 223 0.07% 0.07% 1000 0 0.0% Q2 2026 Aug 12, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,127 222 0.04% 0.04% 1001 0 0.0% Q2 2026 Aug 10, 2026
Rockwood Wealth Management, LLC History No change 1,120 221 0.01% 0.01% 1002 0 0.0% Q2 2026 Jul 13, 2026
Fisher Asset Management, LLC History No change 1,116 220 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 04, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,118 220 0.01% 0.01% 1004 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 1,109 219 0.04% 0.04% 1005 0 0.0% Q2 2026 Aug 11, 2026
Performance Wealth Partners, LLC History No change 1,102 217 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 07, 2026
Armbruster Capital Management, Inc. History No change 1,098 216 0.03% 0.03% 1007 0 0.0% Q2 2026 Jul 16, 2026
Successful Portfolios LLC History No change 1,075 215 0.1% 0.1% 1008 0 0.0% Q2 2026 Jul 14, 2026
Financial Partners Group, Inc History No change 1,089 215 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 23, 2026
FSM Wealth Advisors, LLC History No change 1,090 215 0.02% 0.02% 1010 0 0.0% Q2 2026 Jul 15, 2026
Monument Group Wealth Advisors, LLC History No change 1,091 215 0.1% 0.1% 1011 0 0.0% Q2 2026 Jul 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,086 214 0.07% 0.07% 1012 0 0.0% Q2 2026 Jul 31, 2026
Independent Solutions Wealth Management, LLC History No change 1,084 214 0.03% 0.03% 1013 0 0.0% Q2 2026 Jul 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,081 213 0.01% 0.01% 1014 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History No change 1,080 213 0.02% 0.02% 1015 0 0.0% Q2 2026 Jul 24, 2026
Verisail Partners, LLC History No change 1,079 213 0.08% 0.08% 1016 0 0.0% Q2 2026 Jul 14, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 1,079 213 0.07% 0.07% 1017 0 0.0% Q2 2026 Aug 03, 2026
OFS Enterprise LLC History No change 1,079 213 0.05% 0.05% 1018 0 0.0% Q2 2026 Jul 08, 2026
BOS Asset Management, LLC History No change 1,077 212 0.05% 0.05% 1019 0 0.0% Q2 2026 Jul 13, 2026
Holos Integrated Wealth LLC History No change 1,048 210 0.1% 0.1% 1020 0 0.0% Q2 2026 Jul 15, 2026
Geometric Wealth Advisors History No change 1,058 209 0.02% 0.02% 1021 0 0.0% Q2 2026 Aug 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 1,022 207 0.08% 0.08% 1022 0 0.0% Q2 2026 Aug 12, 2026
truNorth Financial Services, Inc. History No change 1,050 207 0.19% 0.19% 1023 0 0.0% Q2 2026 Jul 30, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 1,047 206 0.03% 0.03% 1024 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 1,037 206 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 12, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 1,042 205 0.02% 0.02% 1026 0 0.0% Q2 2026 Jul 24, 2026
Arbor Investment Advisors, LLC History No change 1,038 205 0.02% 0.02% 1027 0 0.0% Q2 2026 Jul 24, 2026
TCI Wealth Advisors, Inc. History No change 1,037 204 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 1,036 204 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 20, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,035 204 0.02% 0.02% 1030 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 1,030 203 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 17, 2026
Hollow Brook Wealth Management LLC History No change 1,028 203 0.04% 0.04% 1032 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History No change 1,026 202 0.0% 0.0% 1033 0 0.0% Q2 2026 Jul 08, 2026
Allspring Global Investments Holdings, LLC History No change 1,021 202 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 13, 2026
CURIO WEALTH, LLC History No change 1,026 202 0.06% 0.06% 1035 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History No change 1,021 201 0.03% 0.03% 1036 0 0.0% Q2 2026 Jul 07, 2026
WNY Asset Management, LLC History No change 1,021 201 0.02% 0.02% 1037 0 0.0% Q2 2026 Aug 17, 2026
Total Clarity Wealth Management, Inc. History No change 1,018 201 0.04% 0.04% 1038 0 0.0% Q2 2026 Jul 23, 2026
Tanager Wealth Management LLP History No change 1,019 201 0.02% 0.02% 1039 0 0.0% Q2 2026 Jul 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,022 201 0.0% 0.0% 1040 0 0.0% Q2 2026 Jul 24, 2026
Certified Advisory Corp History No change 1,017 200 0.02% 0.02% 1041 0 0.0% Q2 2026 Jul 16, 2026
Partners in Financial Planning History No change 1,017 200 0.03% 0.03% 1042 0 0.0% Q2 2026 Aug 10, 2026
First PREMIER Bank History No change 981 194 0.03% 0.03% 1043 0 0.0% Q2 2026 Jul 15, 2026
ST GERMAIN D J CO INC History No change 979 193 0.01% 0.01% 1044 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 978 193 0.04% 0.04% 1045 0 0.0% Q2 2026 Aug 04, 2026
Concord Wealth Partners History No change 977 192 0.02% 0.02% 1046 0 0.0% Q2 2026 Jul 27, 2026
Noble Wealth Management PBC History Reduced 937 183 0.08% 0.09% 1047 -120 -11.35% Q3 2026 Oct 01, 2026
Greykasell Wealth Strategies, Inc. History No change 919 181 0.07% 0.07% 1048 0 0.0% Q2 2026 Aug 11, 2026
Aberdeen Wealth Management LLC History No change 902 178 0.09% 0.09% 1049 0 0.0% Q2 2026 Aug 13, 2026
Sage Mountain Advisors LLC History No change 895 176 0.01% 0.01% 1050 0 0.0% Q2 2026 Aug 05, 2026
Pacific Center for Financial Services History No change 879 173 0.04% 0.04% 1051 0 0.0% Q2 2026 Aug 05, 2026
GoalVest Advisory LLC History No change 863 168 0.03% 0.03% 1052 0 0.0% Q3 2026 Oct 02, 2026
Anchor Investment Management, LLC History No change 848 167 0.01% 0.01% 1053 0 0.0% Q2 2026 Sep 15, 2026
Private Wealth Management Group, LLC History No change 821 162 0.04% 0.04% 1054 0 0.0% Q2 2026 Jul 27, 2026
Financial Perspectives, Inc History No change 820 161 0.04% 0.04% 1055 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 817 161 0.07% 0.07% 1056 0 0.0% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 790 156 0.01% 0.01% 1057 0 0.0% Q2 2026 Jul 22, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 793 156 0.1% 0.1% 1058 0 0.0% Q2 2026 Aug 05, 2026
Colonial Trust Advisors History No change 781 154 0.01% 0.01% 1059 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History No change 769 151 0.02% 0.02% 1060 0 0.0% Q2 2026 Jul 20, 2026
HAZLETT, BURT & WATSON, INC. History No change 747 149 0.04% 0.04% 1061 0 0.0% Q2 2026 Jul 30, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 751 148 0.06% 0.06% 1062 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 745 147 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 14, 2026
Center for Financial Planning, Inc. History No change 736 145 0.01% 0.01% 1064 0 0.0% Q2 2026 Jul 21, 2026
New Republic Capital, LLC History No change 734 145 0.03% 0.03% 1065 0 0.0% Q2 2026 Jul 31, 2026
Basepoint Wealth LLC History No change 738 145 0.08% 0.08% 1066 0 0.0% Q2 2026 Aug 10, 2026
Sunrise Financial Services, LLC History No change 705 139 0.08% 0.08% 1067 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 700 138 0.01% 0.01% 1068 0 0.0% Q2 2026 Jul 13, 2026
Tradewinds Capital Management, LLC History No change 687 135 0.02% 0.02% 1069 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 680 134 0.01% 0.01% 1070 0 0.0% Q2 2026 Aug 14, 2026
Kroeger Financial Partners History No change 679 134 0.13% 0.13% 1071 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 667 132 0.01% 0.01% 1072 0 0.0% Q2 2026 Aug 07, 2026
Planning Strategies Inc. History New 672 131 0.08% — 1073 +672 New Q3 2026 Oct 02, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 660 130 0.05% 0.05% 1074 0 0.0% Q2 2026 Aug 14, 2026
BIRCHBROOK, INC. History No change 625 123 0.06% 0.06% 1075 0 0.0% Q2 2026 Jul 08, 2026
Blue Trust, Inc. History No change 617 121 0.0% 0.0% 1076 0 0.0% Q2 2026 Jul 21, 2026
Glen Eagle Advisors, LLC History No change 613 121 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 602 118 0.04% 0.04% 1078 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 578 114 0.01% 0.01% 1079 0 0.0% Q2 2026 Aug 06, 2026
Ascentis Wealth Management, LLC History No change 579 114 0.02% 0.02% 1080 0 0.0% Q2 2026 Jul 30, 2026
Frazier Financial Advisors, LLC History No change 570 112 0.06% 0.06% 1081 0 0.0% Q2 2026 Aug 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 545 107 0.01% 0.01% 1082 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Strategies CORP History No change 543 107 0.05% 0.05% 1083 0 0.0% Q2 2026 Jul 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 540 106 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 27, 2026
TOMPKINS FINANCIAL CORP History Added to 513 100 0.01% 0.0% 1085 +313 156.5% Q3 2026 Oct 05, 2026
Armor Investment Advisors, LLC History No change 495 97 0.03% 0.03% 1086 0 0.0% Q2 2026 Aug 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 479 94 0.0% 0.0% 1087 0 0.0% Q2 2026 Jul 28, 2026
Sachetta, LLC History No change 480 94 0.05% 0.05% 1088 0 0.0% Q2 2026 Jul 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 473 93 0.05% 0.05% 1089 0 0.0% Q2 2026 Jul 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 470 92 0.01% 0.01% 1090 0 0.0% Q2 2026 Jul 30, 2026
First Command Advisory Services, Inc. History No change 466 92 0.0% 0.0% 1091 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 469 92 0.05% 0.05% 1092 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 466 92 0.01% 0.01% 1093 0 0.0% Q2 2026 Aug 11, 2026
Tanglewood Legacy Advisors, LLC History No change 436 86 0.03% 0.03% 1094 0 0.0% Q2 2026 Aug 10, 2026
Midwest Capital Advisors, LLC History No change 432 85 0.03% 0.03% 1095 0 0.0% Q2 2026 Jul 28, 2026
Olistico Wealth, LLC History No change 430 84 0.04% 0.04% 1096 0 0.0% Q3 2026 Oct 05, 2026
Cordant, Inc. History No change 423 83 0.03% 0.03% 1097 0 0.0% Q2 2026 Jul 14, 2026
DiNuzzo Private Wealth, Inc. History No change 425 83 0.01% 0.01% 1098 0 0.0% Q2 2026 Jul 10, 2026
Hanson & Doremus Investment Management History No change 413 82 0.01% 0.01% 1099 0 0.0% Q2 2026 Jul 29, 2026
DUNCKER STREETT & CO INC History No change 405 80 0.01% 0.01% 1100 0 0.0% Q2 2026 Jul 28, 2026
CULLEN/FROST BANKERS, INC. History No change 388 76 0.0% 0.0% 1101 0 0.0% Q2 2026 Jul 27, 2026
MeadowBrook Investment Advisors LLC History No change 375 74 0.06% 0.06% 1102 0 0.0% Q2 2026 Jul 20, 2026
Wagner Wealth Management, LLC History No change 377 74 0.01% 0.01% 1103 0 0.0% Q2 2026 Jul 24, 2026
NBH Bank History No change 378 74 0.03% 0.03% 1104 0 0.0% Q2 2026 Aug 14, 2026
Peachtree Investment Partners, LLC History No change 371 73 0.02% 0.02% 1105 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 369 72 0.0% 0.0% 1106 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 357 70 0.01% 0.01% 1107 0 0.0% Q2 2026 Jul 16, 2026
Hamilton Point Investment Advisors, LLC History No change 355 70 0.01% 0.01% 1108 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY ADVISORS, INC. History No change 359 70 0.05% 0.05% 1109 0 0.0% Q2 2026 Jul 24, 2026
ROTHSCHILD INVESTMENT LLC History No change 351 69 0.0% 0.0% 1110 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History No change 353 69 0.01% 0.01% 1111 0 0.0% Q2 2026 Jul 20, 2026
Harbor Asset Planning, Inc. History No change 330 65 0.05% 0.05% 1112 0 0.0% Q2 2026 Jul 22, 2026
SALEM INVESTMENT COUNSELORS INC History No change 305 60 0.0% 0.0% 1113 0 0.0% Q2 2026 Jul 14, 2026
American Capital Advisory, LLC History No change 300 59 0.02% 0.02% 1114 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 296 58 0.01% 0.01% 1115 0 0.0% Q2 2026 Jul 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 295 58 0.02% 0.02% 1116 0 0.0% Q2 2026 Jul 17, 2026
ENTRUST FINANCIAL LLC History No change 293 57 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 20, 2026
Abound Wealth Management History No change 286 56 0.01% 0.01% 1118 0 0.0% Q2 2026 Jul 10, 2026
Fairman Group, LLC History No change 284 56 0.04% 0.04% 1119 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 278 55 0.0% 0.0% 1120 0 0.0% Q2 2026 Aug 13, 2026
Catherine Avery Investment Management LLC History No change 254 50 0.02% 0.02% 1121 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 243 47 0.02% 0.02% 1122 0 0.0% Q2 2026 Aug 10, 2026
ALLIANZ SE History No change 237 46 0.0% 0.0% 1123 0 0.0% Q2 2026 Aug 10, 2026
Bullock Wealth Management Group History No change 234 46 0.02% 0.02% 1124 0 0.0% Q2 2026 Aug 19, 2026
PlanVest Financial, Inc History No change 229 45 0.03% 0.03% 1125 0 0.0% Q2 2026 Aug 10, 2026
Caitlin John, LLC History No change 228 44 0.02% 0.02% 1126 0 0.0% Q2 2026 Aug 17, 2026
Marquette Asset Management, LLC History No change 219 43 0.01% 0.01% 1127 0 0.0% Q2 2026 Jul 09, 2026
West Financial Advisors, LLC History No change 218 43 0.01% 0.01% 1128 0 0.0% Q2 2026 Jul 08, 2026
Register Financial Advisors LLC History No change 222 43 0.01% 0.01% 1129 0 0.0% Q2 2026 Jul 15, 2026
Align Financial, LLC History No change 218 43 0.02% 0.02% 1130 0 0.0% Q2 2026 Jul 27, 2026
MRP Capital Investments, LLC History No change 215 42 0.03% 0.03% 1131 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 217 42 0.03% 0.03% 1132 0 0.0% Q2 2026 Aug 28, 2026
Triumph Capital Management History No change 208 41 0.01% 0.01% 1133 0 0.0% Q2 2026 Jul 20, 2026
RMG Wealth Management LLC History No change 200 41 0.0% 0.0% 1134 0 0.0% Q2 2026 Aug 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 201 39 0.0% 0.0% 1135 0 0.0% Q2 2026 Jul 14, 2026
Hamrick Investment Counsel, llc History No change 200 39 0.03% 0.03% 1136 0 0.0% Q2 2026 Aug 13, 2026
West Branch Capital LLC History No change 194 38 0.01% 0.01% 1137 0 0.0% Q2 2026 Jul 10, 2026
Oakmont Advisory Group, LLC History No change 194 38 0.03% 0.03% 1138 0 0.0% Q2 2026 Aug 03, 2026
Cape Investment Advisory, Inc. History No change 189 37 0.01% 0.01% 1139 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 186 36 0.0% 0.0% 1140 0 0.0% Q2 2026 Jul 16, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 179 35 0.0% 0.0% 1141 0 0.0% Q2 2026 Aug 11, 2026
TD Capital Management LLC History No change 177 34 0.0% 0.0% 1142 0 0.0% Q2 2026 Aug 06, 2026
TIAA Wealth Investment Management LLC History No change 176 34 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 160 33 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 12, 2026
Roxbury Financial LLC History Added to 167 32 0.02% 0.03% 1146 +1 0.6% Q3 2026 Oct 01, 2026
EPG Wealth Management LLC History No change 166 32 0.01% 0.01% 1145 0 0.0% Q2 2026 Jul 28, 2026
Aventus Investment Advisors, Inc. History No change 167 32 0.02% 0.02% 1147 0 0.0% Q2 2026 Jul 24, 2026
Prestige Wealth Management Group LLC History No change 159 31 0.01% 0.01% 1148 0 0.0% Q2 2026 Aug 14, 2026
Investment Research & Advisory Group, Inc. History No change 157 31 0.01% 0.01% 1149 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 156 30 0.01% 0.01% 1150 0 0.0% Q2 2026 Jul 14, 2026
HHM Wealth Advisors, LLC History No change 148 29 0.0% 0.0% 1151 0 0.0% Q2 2026 Jul 13, 2026
SBI Securities Co., Ltd. History No change 150 29 0.0% 0.0% 1152 0 0.0% Q2 2026 Jul 22, 2026
Atomic Invest LLC History No change 136 27 0.0% 0.0% 1153 0 0.0% Q2 2026 Sep 25, 2026
SouthState Bank Corp History No change 133 26 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 134 26 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 132 26 0.01% 0.01% 1156 0 0.0% Q2 2026 Jul 13, 2026
Breakwater Investment Management History No change 135 26 0.01% 0.01% 1157 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 132 25 0.0% 0.0% 1158 0 0.0% Q3 2026 Oct 01, 2026
Financial Gravity Companies, Inc. History No change 123 24 0.0% 0.0% 1159 0 0.0% Q2 2026 Aug 05, 2026
Providence Capital Advisors, LLC History No change 107 21 0.0% 0.0% 1160 0 0.0% Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History No change 109 21 0.01% 0.01% 1161 0 0.0% Q2 2026 Jul 17, 2026
MTM Investment Management, LLC History No change 107 21 0.01% 0.01% 1162 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMUNITY TRUST NA History No change 106 20 0.01% 0.01% 1163 0 0.0% Q2 2026 Jul 10, 2026
Westside Investment Management, Inc. History No change 100 19 0.0% 0.0% 1164 0 0.0% Q2 2026 Jul 27, 2026
LOWE BROCKENBROUGH & CO INC History No change 94 18 0.0% 0.0% 1165 0 0.0% Q2 2026 Aug 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 91 18 0.01% 0.01% 1166 0 0.0% Q2 2026 Jul 08, 2026
Strive Financial Group ,LLC History No change 96 18 0.01% 0.01% 1167 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 87 17 0.0% 0.0% 1168 0 0.0% Q2 2026 Aug 10, 2026
Tower View Wealth Management LLC History No change 87 17 0.01% 0.01% 1169 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 89 17 0.0% 0.0% 1170 0 0.0% Q2 2026 Jul 28, 2026
Signature Resources Capital Management, LLC History No change 82 16 0.01% 0.01% 1171 0 0.0% Q2 2026 Jul 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 86 16 0.01% 0.01% 1172 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 79 15 0.0% 0.0% 1173 0 0.0% Q2 2026 Aug 07, 2026
Strategic Advocates LLC History No change 78 15 0.06% 0.06% 1174 0 0.0% Q2 2026 Aug 13, 2026
Pingora Partners LLC History No change 78 15 0.01% 0.01% 1175 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 78 15 0.01% 0.01% 1176 0 0.0% Q2 2026 Aug 11, 2026
BankPlus Trust Department History No change 71 14 0.0% 0.0% 1177 0 0.0% Q2 2026 Jul 28, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 69 13 0.01% 0.01% 1178 0 0.0% Q2 2026 Jul 22, 2026
Dynamic Wealth Strategies, LLC History No change 64 12 0.01% 0.01% 1179 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 61 12 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 56 11 0.0% 0.0% 1181 0 0.0% Q2 2026 Aug 13, 2026
Westend Capital Management, LLC History No change 60 11 0.0% 0.0% 1182 0 0.0% Q2 2026 Aug 07, 2026
Your Advocates Ltd., LLP History No change 58 11 0.0% 0.0% 1183 0 0.0% Q2 2026 Aug 05, 2026
MilWealth Group LLC History No change 58 11 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 03, 2026
Aventura Private Wealth, LLC History No change 56 11 0.0% 0.0% 1185 0 0.0% Q2 2026 Jul 15, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 53 10 0.0% 0.0% 1186 0 0.0% Q2 2026 Jul 24, 2026
Creative Capital Management Investments LLC History No change 55 10 0.0% 0.0% 1187 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 53 10 0.01% 0.01% 1188 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 52 10 0.01% 0.01% 1189 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 49 9 0.0% 0.0% 1190 0 0.0% Q2 2026 Aug 06, 2026
Founders Capital Management History No change 46 9 0.0% 0.0% 1191 0 0.0% Q2 2026 Jul 21, 2026
Wells Financial Advisors INC History No change 46 9 0.08% 0.08% 1192 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 48 9 0.0% 0.0% 1193 0 0.0% Q2 2026 Aug 07, 2026
VIMA LLC History No change 49 9 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 50 9 0.0% 0.0% 1195 0 0.0% Q2 2026 Aug 10, 2026
United Financial Planning Group LLC History No change 49 9 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 45 8 0.0% 0.0% 1197 0 0.0% Q2 2026 Jul 13, 2026
Front Row Advisors LLC History No change 40 8 0.0% 0.0% 1198 0 0.0% Q2 2026 Aug 13, 2026
BALLAST ADVISORS LLC History No change 45 8 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 44 8 0.0% 0.0% 1200 0 0.0% Q2 2026 Jul 22, 2026
Frankly Finances, LLC History No change 42 8 0.01% 0.01% 1201 0 0.0% Q2 2026 Jul 15, 2026
Walsh & Associates, LLC History No change 44 8 0.01% 0.01% 1202 0 0.0% Q2 2026 Jul 21, 2026
First Pacific Financial History No change 38 7 0.0% 0.0% 1203 0 0.0% Q2 2026 Jul 20, 2026
Eukles Asset Management History No change 31 6 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 05, 2026
Global Trust Asset Management, LLC History No change 31 6 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 33 6 0.0% 0.0% 1206 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 27 5 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 26 5 0.0% 0.0% 1208 0 0.0% Q2 2026 Jul 13, 2026
Graney & King, LLC History No change 26 5 0.0% 0.0% 1209 0 0.0% Q2 2026 Aug 07, 2026
HFM Investment Advisors, LLC History No change 29 5 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 26 5 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 21 4 0.0% 0.0% 1212 0 0.0% Q2 2026 Jul 07, 2026
Costello Asset Management, INC History No change 21 4 0.0% 0.0% 1213 0 0.0% Q2 2026 Jul 28, 2026
SITTNER & NELSON, LLC History No change 25 4 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 24 4 0.0% 0.0% 1215 0 0.0% Q2 2026 Aug 27, 2026
Integrity Financial Corp /WA History No change 25 4 0.0% 0.0% 1216 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 24 4 0.0% 0.0% 1217 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 17 3 0.0% 0.0% 1218 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 17 3 0.0% 0.0% 1219 0 0.0% Q2 2026 Jul 31, 2026
Carolina Wealth Advisors, LLC History No change 20 3 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 09, 2026
DecisionPoint Financial, LLC History No change 18 3 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 05, 2026
PFS Partners, LLC History No change 17 3 0.0% 0.0% 1222 0 0.0% Q2 2026 Jul 20, 2026
Turtle Creek Wealth Advisors, LLC History No change 19 3 0.0% 0.0% 1223 0 0.0% Q2 2026 Jul 27, 2026
Central Pacific Bank - Trust Division History No change 18 3 0.0% 0.0% 1224 0 0.0% Q3 2026 Oct 05, 2026
Networth Advisors, LLC History No change 19 3 0.0% 0.0% 1225 0 0.0% Q2 2026 Jul 22, 2026
Signature Equity Partners, LLC History No change 20 3 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 11 2 0.0% 0.0% 1227 0 0.0% Q2 2026 Jul 29, 2026
TFC Financial Management, Inc. History No change 13 2 0.0% 0.0% 1228 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 14 2 0.0% 0.0% 1229 0 0.0% Q2 2026 Jul 24, 2026
Quest 10 Wealth Builders, Inc. History No change 14 2 0.0% 0.0% 1230 0 0.0% Q2 2026 Jul 24, 2026
Kennebec Savings Bank History No change 15 2 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 11 2 0.0% 0.0% 1232 0 0.0% Q2 2026 Jul 13, 2026
Crewe Advisors LLC History No change 8 1 0.0% 0.0% 1233 0 0.0% Q2 2026 Jul 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 6 1 0.0% 0.0% 1234 0 0.0% Q2 2026 Aug 07, 2026
Financial Network Wealth Advisors LLC History No change 9 1 0.0% 0.0% 1235 0 0.0% Q2 2026 Jul 29, 2026
CDKV HOLDINGS LLC History No change 8 1 0.0% 0.0% 1236 0 0.0% Q2 2026 Jul 30, 2026
ROCKLAND TRUST CO History Closed out 0 0 — 0.01% — -1,048 -100.0% Q3 2026 Oct 05, 2026
ALERUS FINANCIAL NA History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
IAG Wealth Partners, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Morton Brown Family Wealth, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Topsail Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RHL GROUP, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Longview Financial Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
MidFirst Bank History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026