VANGUARD MUNICIPAL BOND FUNDS - VTEB

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
JPMORGAN CHASE & CO History No change 54,850,518 2,777,630 0.15% 0.15% 1 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 38,222,195 1,933,278 1.03% 1.03% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 27,969,204 1,414,682 0.07% 0.07% 3 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 27,320,238 1,381,857 0.81% 0.81% 4 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 26,966,940 1,363,987 0.37% 0.37% 5 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 26,083,419 1,319,299 2.54% 2.54% 6 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 23,006,893 1,163,688 0.15% 0.15% 7 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 21,371,891 1,080,990 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 15,843,041 801,340 0.71% 0.71% 9 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 14,838,724 750,542 0.12% 0.12% 10 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 14,811,340 749,157 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 13,964,302 706,314 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 13,190,508 667,175 2.3% 2.3% 13 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,479,867 580,651 0.72% 0.72% 14 0 0.0% Q2 2026 Aug 19, 2026
JONES FINANCIAL COMPANIES LLLP History No change 10,675,389 539,785 0.22% 0.22% 15 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 10,444,670 528,291 0.12% 0.12% 16 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 7,174,048 362,863 0.08% 0.08% 17 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 7,061,952 357,194 0.6% 0.6% 18 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 6,394,230 323,420 4.25% 4.25% 19 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,852,832 296,036 0.07% 0.07% 20 0 0.0% Q2 2026 Sep 23, 2026
Mariner, LLC History No change 4,779,573 241,752 0.25% 0.25% 21 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 4,537,521 229,507 0.32% 0.32% 22 0 0.0% Q2 2026 Aug 27, 2026
UBS Group AG History No change 4,522,126 228,729 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 4,476,441 226,418 2.17% 2.17% 24 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 4,415,366 223,328 0.27% 0.27% 25 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ADVISERS INC History No change 4,362,459 220,653 0.75% 0.75% 26 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History No change 4,272,813 216,119 5.34% 5.34% 27 0 0.0% Q2 2026 Jul 20, 2026
ROYAL BANK OF CANADA History No change 3,756,633 190,012 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 3,591,532 181,659 0.2% 0.2% 29 0 0.0% Q2 2026 Aug 12, 2026
Orgel Wealth Management, LLC History No change 3,570,951 180,618 3.43% 3.43% 30 0 0.0% Q2 2026 Jul 13, 2026
AMERIPRISE FINANCIAL INC History No change 3,427,973 173,456 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 3,290,574 165,250 0.49% 0.49% 32 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 2,754,583 139,326 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 2,708,884 137,015 0.13% 0.13% 34 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 2,590,804 131,042 1.88% 1.88% 35 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 2,474,937 125,182 0.36% 0.36% 36 0 0.0% Q2 2026 Aug 13, 2026
Members Trust Co History No change 2,454,801 124,163 3.87% 3.87% 37 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,403,494 121,568 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 07, 2026
OneDigital Investment Advisors LLC History No change 2,289,562 115,806 0.98% 0.98% 39 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 2,240,261 113,320 0.13% 0.13% 40 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 2,167,958 109,134 2.99% 2.99% 41 0 0.0% Q2 2026 Jul 13, 2026
Bank of New York Mellon Corp History No change 2,105,092 106,475 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 2,073,127 104,858 0.52% 0.52% 43 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 1,951,599 98,711 0.96% 0.96% 44 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 1,891,755 95,684 3.01% 3.01% 45 0 0.0% Q2 2026 Jul 30, 2026
SCS Capital Management LLC History No change 1,829,597 92,541 0.87% 0.87% 46 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 1,826,588 92,388 0.35% 0.35% 47 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,776,200 89,840 0.12% 0.12% 48 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 1,732,100 87,609 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 12, 2026
Lutz Financial Services LLC History No change 1,663,916 84,160 5.13% 5.13% 50 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 1,653,614 83,639 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,664,709 82,307 0.14% 0.14% 52 0 0.0% Q2 2026 Jul 15, 2026
MBB PUBLIC MARKETS I LLC History No change 1,614,405 81,656 8.82% 8.82% 53 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 1,594,643 80,657 0.95% 0.95% 54 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 1,577,972 79,813 0.52% 0.52% 55 0 0.0% Q2 2026 Sep 08, 2026
TIAA Wealth Investment Management LLC History No change 1,560,240 78,945 0.53% 0.53% 56 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 1,414,356 71,538 0.33% 0.33% 57 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 1,372,365 69,414 0.88% 0.88% 58 0 0.0% Q2 2026 Aug 05, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 1,371,433 69,367 9.14% 9.14% 59 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 1,306,794 66,097 0.85% 0.85% 60 0 0.0% Q2 2026 Jul 23, 2026
Cetera Investment Advisers History No change 1,273,913 64,434 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 12, 2026
Logan Stone Capital, LLC History No change 1,267,176 64,093 13.55% 13.55% 62 0 0.0% Q2 2026 Aug 14, 2026
BAKER BOYER NATIONAL BANK History No change 1,194,965 60,441 16.6% 16.6% 63 0 0.0% Q2 2026 Jul 27, 2026
GenTrust, LLC History No change 1,153,407 58,339 2.24% 2.24% 64 0 0.0% Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History No change 1,144,888 57,908 1.12% 1.12% 65 0 0.0% Q2 2026 Aug 05, 2026
West Financial Advisors, LLC History No change 1,110,601 56,174 8.53% 8.53% 66 0 0.0% Q2 2026 Jul 08, 2026
Focus Partners Wealth History No change 1,095,147 55,392 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 1,057,630 53,494 0.25% 0.25% 68 0 0.0% Q2 2026 Aug 18, 2026
MATHER GROUP, LLC. History No change 1,042,071 52,707 0.46% 0.46% 69 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 1,007,730 50,970 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 966,651 48,893 0.15% 0.15% 71 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 962,019 48,659 0.87% 0.87% 72 0 0.0% Q2 2026 Aug 11, 2026
Ackerman Capital Advisors, LLC History No change 950,473 48,074 9.68% 9.68% 73 0 0.0% Q2 2026 Jul 30, 2026
Topsail Wealth Management, LLC History No change 942,001 47,646 6.08% 6.08% 74 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 931,751 47,127 2.52% 2.52% 75 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 926,398 46,856 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 04, 2026
Garde Capital, Inc. History No change 905,827 45,816 2.05% 2.05% 77 0 0.0% Q2 2026 Jul 31, 2026
Fort Point Capital Partners LLC History No change 878,929 44,456 3.08% 3.08% 78 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 875,617 44,288 2.77% 2.77% 79 0 0.0% Q2 2026 Jul 08, 2026
Foster Group, Inc. History No change 873,883 44,201 1.17% 1.17% 80 0 0.0% Q2 2026 Jul 07, 2026
Heritage Investment Group, Inc. History No change 867,367 43,871 5.89% 5.89% 81 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 867,210 43,863 0.19% 0.19% 82 0 0.0% Q2 2026 Aug 11, 2026
Financial Engines Advisors L.L.C. History No change 859,684 43,482 0.08% 0.08% 83 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 858,958 43,446 0.3% 0.3% 84 0 0.0% Q2 2026 Aug 10, 2026
Global Strategic Investment Solutions, LLC History No change 854,509 43,221 3.83% 3.83% 85 0 0.0% Q2 2026 Aug 07, 2026
Sunflower Bank, N.A. History No change 840,472 42,511 10.16% 10.16% 86 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 837,585 42,365 0.84% 0.84% 87 0 0.0% Q2 2026 Jul 15, 2026
One Capital Management, LLC History No change 845,847 42,199 1.17% 1.17% 88 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 831,195 42,041 0.05% 0.05% 89 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 823,707 41,663 2.08% 2.08% 90 0 0.0% Q2 2026 Jul 10, 2026
Avidian Wealth Enterprises, LLC History No change 800,354 40,481 1.12% 1.12% 91 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 789,092 39,881 1.27% 1.27% 92 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 775,081 39,203 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Lexington Hill Partners, LLC History No change 770,612 38,977 18.9% 18.9% 94 0 0.0% Q2 2026 Jul 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 745,522 37,708 0.66% 0.66% 95 0 0.0% Q2 2026 Jul 23, 2026
BSW Wealth Partners History No change 737,502 37,302 4.15% 4.15% 96 0 0.0% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 732,688 37,059 0.05% 0.05% 97 0 0.0% Q2 2026 Jul 29, 2026
BIP Wealth, LLC History No change 704,661 35,641 1.01% 1.01% 98 0 0.0% Q2 2026 Aug 03, 2026
Bragg Financial Advisors, Inc History No change 704,588 35,638 0.95% 0.95% 99 0 0.0% Q2 2026 Aug 12, 2026
Bedel Financial Consulting, Inc. History No change 703,574 35,586 3.34% 3.34% 100 0 0.0% Q2 2026 Jul 29, 2026
Waldron Private Wealth LLC History No change 697,759 35,292 1.22% 1.22% 101 0 0.0% Q2 2026 Jul 20, 2026
Merit Financial Group, LLC History No change 694,370 35,121 0.21% 0.21% 102 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 694,212 35,113 0.52% 0.52% 103 0 0.0% Q2 2026 Aug 03, 2026
MANNING & NAPIER ADVISORS LLC History No change 681,741 34,523 0.44% 0.44% 104 0 0.0% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History No change 681,861 34,488 3.01% 3.01% 105 0 0.0% Q2 2026 Jul 13, 2026
Allen Investment Management, LLC History No change 673,531 34,067 0.4% 0.4% 106 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 661,660 33,466 0.18% 0.18% 107 0 0.0% Q2 2026 Aug 11, 2026
Astoria Strategic Wealth, Inc. History No change 654,348 33,096 7.56% 7.56% 108 0 0.0% Q2 2026 Jul 16, 2026
Jordan Park Group LLC History No change 647,609 32,756 1.66% 1.66% 109 0 0.0% Q2 2026 Aug 11, 2026
Stamos Capital Partners, L.P. History No change 647,007 32,725 5.01% 5.01% 110 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 633,143 32,024 0.32% 0.32% 111 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 609,989 30,853 0.33% 0.33% 112 0 0.0% Q2 2026 Aug 03, 2026
Resonant Capital Advisors, LLC History No change 595,998 30,145 1.44% 1.44% 113 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 578,375 29,251 2.41% 2.41% 114 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 564,416 28,548 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
Petersen Hastings Wealth Advisors Inc. History No change 555,444 28,094 2.36% 2.36% 116 0 0.0% Q2 2026 Jul 17, 2026
Luminvest Wealth Management LLC History No change 551,562 27,722 6.44% 6.44% 117 0 0.0% Q2 2026 Jul 29, 2026
Quotient Wealth Partners, LLC History No change 544,427 27,537 0.65% 0.65% 118 0 0.0% Q2 2026 Aug 03, 2026
One Wealth Advisors, LLC History No change 543,493 27,489 3.03% 3.03% 119 0 0.0% Q2 2026 Aug 06, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History No change 541,385 27,383 1.3% 1.3% 120 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 536,744 27,148 0.16% 0.16% 121 0 0.0% Q2 2026 Aug 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 528,793 26,746 1.58% 1.58% 122 0 0.0% Q2 2026 Aug 10, 2026
FIRST CITIZENS BANK & TRUST CO History No change 526,057 26,607 0.4% 0.4% 123 0 0.0% Q2 2026 Jul 13, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 520,223 26,312 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 12, 2026
REGIMEN WEALTH, LLC History No change 519,938 26,298 7.09% 7.09% 125 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 515,317 26,064 0.3% 0.3% 126 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 513,500 25,972 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 507,133 25,650 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 504,194 25,421 0.36% 0.36% 129 0 0.0% Q2 2026 Jul 08, 2026
Colony Family Offices, LLC History No change 496,870 25,131 5.52% 5.52% 130 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 495,904 25,082 0.08% 0.08% 131 0 0.0% Q2 2026 Jul 28, 2026
Seneca Financial Advisors LLC History No change 492,631 24,917 6.47% 6.47% 132 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 488,279 24,697 0.04% 0.04% 133 0 0.0% Q2 2026 Jul 30, 2026
Heartwood Wealth Advisors LLC History Added to 517,180 24,493 1.93% 2.02% 134 +4,189 0.82% Q3 2026 Oct 05, 2026
Concurrent Investment Advisors, LLC History No change 474,158 23,982 0.2% 0.2% 135 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN CENTURY COMPANIES INC History No change 467,800 23,661 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 464,971 23,518 0.43% 0.43% 137 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 462,478 23,392 0.9% 0.9% 138 0 0.0% Q2 2026 Jul 20, 2026
CX Institutional History Added to 492,818 23,340 0.63% 0.63% 139 +64,260 14.99% Q3 2026 Oct 02, 2026
Hirtle & Co., LLC History No change 460,205 23,277 0.77% 0.77% 140 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 452,148 22,869 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 435,897 22,047 1.33% 1.33% 142 0 0.0% Q2 2026 Jul 31, 2026
ATMOS ADVISORY, LLC History Added to 460,733 21,820 11.62% 11.82% 143 +13,469 3.01% Q3 2026 Oct 06, 2026
BROWN ADVISORY INC History No change 425,588 21,526 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 14, 2026
MOLLER WEALTH PARTNERS History No change 425,059 21,499 3.89% 3.89% 145 0 0.0% Q2 2026 Jul 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 422,772 21,383 0.33% 0.33% 146 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 414,814 20,981 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON INVESTMENT ADVISORS History No change 411,742 20,825 0.85% 0.85% 148 0 0.0% Q2 2026 Jul 21, 2026
DEUTSCHE BANK AG\ History No change 398,785 20,170 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 07, 2026
Vanguard National Trust Co History No change 390,059 19,729 1.07% 1.07% 150 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 382,404 19,335 0.08% 0.08% 151 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 380,104 19,225 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 05, 2026
Stairway Partners, LLC History Reduced 400,223 18,954 0.9% 0.96% 153 -2,300 -0.57% Q3 2026 Oct 01, 2026
Towneley Capital Management, Inc / DE History No change 372,164 18,824 3.69% 3.69% 154 0 0.0% Q2 2026 Jul 30, 2026
Steward Partners Investment Advisory, LLC History No change 370,653 18,747 0.1% 0.1% 155 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 364,065 18,414 0.04% 0.04% 156 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 354,852 17,948 0.47% 0.47% 157 0 0.0% Q2 2026 Aug 04, 2026
RIVERSEDGE ADVISORS, LLC History No change 350,427 17,724 2.33% 2.33% 158 0 0.0% Q2 2026 Jul 16, 2026
CITADEL ADVISORS LLC History No change 340,466 17,220 0.0% 0.0% 159 0 0.0% Q2 2026 Sep 02, 2026
Farther Finance Advisors, LLC History No change 338,279 17,111 0.13% 0.13% 160 0 0.0% Q2 2026 Jul 17, 2026
Carnegie Investment Counsel History No change 335,119 16,950 0.34% 0.34% 161 0 0.0% Q2 2026 Jul 30, 2026
Unison Advisors LLC History No change 330,407 16,711 1.17% 1.17% 162 0 0.0% Q2 2026 Jul 22, 2026
Evanson Financial, LLC History No change 329,034 16,642 0.81% 0.81% 163 0 0.0% Q2 2026 Jul 07, 2026
Single Point Partners, LLC History No change 329,001 16,640 2.93% 2.93% 164 0 0.0% Q2 2026 Jul 16, 2026
PRUDENTIAL FINANCIAL INC History No change 327,500 16,564 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 12, 2026
Foster Victor Wealth Advisors, LLC History No change 325,726 16,380 0.86% 0.86% 166 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 325,018 16,189 2.96% 2.96% 167 0 0.0% Q2 2026 Aug 04, 2026
Altiora Financial Group, LLC History No change 318,638 16,116 2.54% 2.54% 168 0 0.0% Q2 2026 Aug 07, 2026
Clark Asset Management, LLC History No change 316,350 16,001 1.26% 1.26% 169 0 0.0% Q2 2026 Jul 07, 2026
Passive Capital Management, LLC. History No change 317,901 15,987 5.0% 5.0% 170 0 0.0% Q2 2026 Aug 10, 2026
MidFirst Bank History No change 315,544 15,960 1.13% 1.13% 171 0 0.0% Q2 2026 Aug 07, 2026
Equitable Holdings, Inc. History No change 315,384 15,952 0.1% 0.1% 172 0 0.0% Q2 2026 Aug 17, 2026
Quantinno Capital Management LP History No change 311,946 15,778 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 311,026 15,731 0.17% 0.17% 174 0 0.0% Q2 2026 Aug 13, 2026
Newton One Investments LLC History No change 310,046 15,682 3.95% 3.95% 175 0 0.0% Q2 2026 Jul 22, 2026
Smithfield Trust Co History No change 309,610 15,650 0.62% 0.62% 176 0 0.0% Q2 2026 Aug 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 309,000 15,629 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 14, 2026
Level Wealth Management LLC History No change 306,836 15,519 6.22% 6.22% 178 0 0.0% Q2 2026 Jul 28, 2026
FOSTER & MOTLEY INC History No change 304,842 15,419 0.71% 0.71% 179 0 0.0% Q2 2026 Aug 07, 2026
EARNED WEALTH ADVISORS, LLC History No change 303,646 15,358 0.99% 0.99% 180 0 0.0% Q2 2026 Aug 14, 2026
Florida Trust Wealth Management Co History No change 301,850 15,267 0.38% 0.38% 181 0 0.0% Q2 2026 Jul 27, 2026
Frisco Financial Planning LLC History Added to 316,763 15,001 11.67% 11.65% 182 +11,019 3.6% Q3 2026 Oct 05, 2026
Lido Advisors, LLC History No change 294,870 14,914 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 290,478 14,692 1.46% 1.46% 184 0 0.0% Q2 2026 Jul 07, 2026
CoreCap Advisors, LLC History No change 290,045 14,670 0.43% 0.43% 185 0 0.0% Q2 2026 Jul 06, 2026
Aprio Wealth Management, LLC History No change 287,867 14,560 0.72% 0.72% 186 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 278,331 14,077 0.13% 0.13% 187 0 0.0% Q2 2026 Aug 06, 2026
PDS Planning, Inc History No change 275,456 13,932 0.81% 0.81% 188 0 0.0% Q2 2026 Aug 05, 2026
REGIONS FINANCIAL CORP History No change 274,505 13,884 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 10, 2026
BANK OF HAWAII History No change 271,993 13,757 0.68% 0.68% 190 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 271,735 13,744 0.14% 0.14% 191 0 0.0% Q2 2026 Aug 11, 2026
Elm Partners Management LLC History No change 267,541 13,532 0.49% 0.49% 192 0 0.0% Q2 2026 Jul 28, 2026
Empower Advisory Group, LLC History No change 267,479 13,529 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 12, 2026
Partners in Financial Planning History No change 262,359 13,270 2.01% 2.01% 194 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 260,648 13,183 1.14% 1.14% 195 0 0.0% Q2 2026 Jul 09, 2026
Acumen Wealth Advisors, LLC History No change 258,536 13,076 2.77% 2.77% 196 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 258,219 13,060 0.14% 0.14% 197 0 0.0% Q2 2026 Jul 28, 2026
L2 Asset Management, LLC History No change 255,713 12,933 1.34% 1.34% 198 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 246,597 12,472 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 245,262 12,405 0.2% 0.2% 200 0 0.0% Q2 2026 Aug 07, 2026
Hanson & Doremus Investment Management History No change 244,169 12,350 1.26% 1.26% 201 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 243,977 12,340 0.06% 0.06% 202 0 0.0% Q2 2026 Jul 27, 2026
Legacy Edge Advisors, LLC History No change 235,085 11,890 1.09% 1.09% 203 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 234,855 11,878 0.25% 0.25% 204 0 0.0% Q2 2026 Jul 29, 2026
Diversified Portfolios, Inc. History No change 234,692 11,870 0.86% 0.86% 205 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Solutions Inc. History No change 231,559 11,712 4.44% 4.44% 206 0 0.0% Q2 2026 Jul 13, 2026
Stonebridge Financial Group, LLC History Reduced 247,197 11,707 0.86% 1.12% 207 -45,662 -15.59% Q3 2026 Oct 01, 2026
Graves Light Lenhart Wealth, Inc. History No change 227,560 11,509 1.07% 1.07% 208 0 0.0% Q2 2026 Jul 07, 2026
CITIGROUP INC History No change 226,152 11,438 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 03, 2026
Valmark Advisers, Inc. History No change 224,731 11,366 0.12% 0.12% 210 0 0.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History No change 223,378 11,298 1.67% 1.67% 211 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 221,538 11,205 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 220,727 11,133 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 219,418 11,098 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 27, 2026
PFG Advisors History No change 217,730 11,012 0.56% 0.56% 215 0 0.0% Q2 2026 Jul 16, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 216,474 10,949 0.89% 0.89% 216 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 213,291 10,788 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 211,823 10,714 2.23% 2.23% 218 0 0.0% Q2 2026 Jul 20, 2026
Linscomb Wealth, Inc. History No change 211,582 10,701 0.46% 0.46% 219 0 0.0% Q2 2026 Jul 31, 2026
Forvis Mazars Wealth Advisors, LLC History No change 211,518 10,698 0.18% 0.18% 220 0 0.0% Q2 2026 Aug 10, 2026
Joel Adams & Associates, Inc. History No change 211,201 10,682 6.86% 6.86% 221 0 0.0% Q2 2026 Aug 06, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 208,792 10,560 1.34% 1.34% 222 0 0.0% Q2 2026 Jul 31, 2026
Cardinal Point Capital Management ULC History No change 204,989 10,368 0.59% 0.59% 223 0 0.0% Q2 2026 Jul 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 204,413 10,339 0.03% 0.03% 224 0 0.0% Q2 2026 Jul 28, 2026
Winthrop Advisory Group LLC History No change 203,184 10,277 0.69% 0.69% 225 0 0.0% Q2 2026 Jul 17, 2026
Silver Oak Advisory Group, Inc. History No change 202,568 10,245 4.04% 4.04% 226 0 0.0% Q2 2026 Jul 31, 2026
CAPSTONE CAPITAL LLC History No change 200,660 10,149 5.8% 5.8% 227 0 0.0% Q2 2026 Jul 21, 2026
Roth Financial Partners LLC History Reduced 214,080 10,133 3.03% 3.6% 228 -25,024 -10.47% Q3 2026 Oct 06, 2026
Aptus Capital Advisors, LLC History No change 200,043 10,118 0.07% 0.07% 229 0 0.0% Q2 2026 Aug 12, 2026
Royal Harbor Partners, LLC History No change 199,885 10,110 3.13% 3.13% 230 0 0.0% Q2 2026 Jul 27, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 199,739 10,102 1.65% 1.65% 231 0 0.0% Q2 2026 Jul 14, 2026
Firestone Capital Management History No change 197,616 9,995 1.86% 1.86% 232 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 197,095 9,969 0.05% 0.05% 233 0 0.0% Q2 2026 Aug 13, 2026
San Luis Wealth Advisors LLC History No change 196,900 9,959 1.5% 1.5% 234 0 0.0% Q2 2026 Jul 16, 2026
AMI INVESTMENT MANAGEMENT INC History No change 190,176 9,619 2.04% 2.04% 235 0 0.0% Q2 2026 Jul 15, 2026
Summit Wealth Group, LLC History No change 189,684 9,594 1.96% 1.96% 236 0 0.0% Q2 2026 Aug 04, 2026
Keebeck Wealth Management History No change 188,601 9,539 0.93% 0.93% 237 0 0.0% Q2 2026 Aug 11, 2026
Verus Financial Partners, Inc. History No change 184,834 9,348 0.8% 0.8% 238 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 184,559 9,346 0.3% 0.3% 239 0 0.0% Q2 2026 Aug 12, 2026
25 LLC History No change 183,538 9,283 2.54% 2.54% 240 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 183,053 9,258 0.06% 0.06% 241 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 182,122 9,211 0.71% 0.71% 242 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 181,386 9,174 0.7% 0.7% 243 0 0.0% Q2 2026 Jul 16, 2026
Washington Trust Advisors, Inc. History No change 180,974 9,153 0.68% 0.68% 244 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 179,733 9,090 0.06% 0.06% 245 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 178,378 9,022 0.17% 0.17% 246 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 177,204 8,962 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 14, 2026
RTD Financial Advisors, Inc. History No change 175,271 8,865 0.97% 0.97% 248 0 0.0% Q2 2026 Jul 13, 2026
BENJAMIN EDWARDS INC History No change 175,254 8,864 0.08% 0.08% 249 0 0.0% Q2 2026 Jul 24, 2026
Beacon Wealthcare LLC History Added to 186,761 8,845 2.8% 2.92% 250 +6,399 3.55% Q3 2026 Oct 02, 2026
Schiavi & Co LLC History No change 174,705 8,836 2.33% 2.33% 251 0 0.0% Q2 2026 Aug 10, 2026
ANDERSON HOAGLAND & CO History No change 173,207 8,760 0.69% 0.69% 252 0 0.0% Q2 2026 Jul 06, 2026
Glenview Trust Co History No change 172,773 8,738 0.12% 0.12% 253 0 0.0% Q2 2026 Aug 18, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 171,573 8,678 0.88% 0.88% 254 0 0.0% Q2 2026 Sep 02, 2026
GENESIS PRIVATE WEALTH, LLC History No change 169,793 8,588 2.41% 2.41% 255 0 0.0% Q2 2026 Jul 13, 2026
IEQ CAPITAL, LLC History No change 168,675 8,531 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 11, 2026
Vested Financial Planning, LLC History No change 168,500 8,522 5.72% 5.72% 257 0 0.0% Q2 2026 Aug 05, 2026
Elequin Capital, LP History No change 167,788 8,486 0.25% 0.25% 258 0 0.0% Q2 2026 Aug 13, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 167,385 8,466 2.17% 2.17% 259 0 0.0% Q2 2026 Jul 15, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 178,370 8,447 1.74% 0.55% 260 +125,073 234.67% Q3 2026 Oct 05, 2026
Mustard Seed Financial, LLC History No change 166,976 8,445 4.39% 4.39% 261 0 0.0% Q2 2026 Aug 05, 2026
Northern Lights Advisors, Inc. History No change 166,939 8,443 4.59% 4.59% 262 0 0.0% Q2 2026 Aug 06, 2026
Veratis Advisors, Inc. History No change 164,316 8,311 5.88% 5.88% 263 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 163,196 8,254 0.09% 0.09% 264 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 165,918 8,244 0.16% 0.16% 265 0 0.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History No change 161,978 8,192 0.46% 0.46% 266 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 158,395 8,011 0.13% 0.13% 267 0 0.0% Q2 2026 Jul 28, 2026
UNIQUE WEALTH, LLC History No change 157,897 7,986 0.93% 0.93% 268 0 0.0% Q2 2026 Jul 21, 2026
Gutierrez Wealth Advisory, LLC History No change 155,527 7,866 4.55% 4.55% 269 0 0.0% Q2 2026 Aug 03, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 154,814 7,830 0.12% 0.12% 270 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 154,498 7,815 0.05% 0.05% 271 0 0.0% Q2 2026 Jul 20, 2026
Hurlow Wealth Management Group, Inc. History No change 154,381 7,808 1.62% 1.62% 272 0 0.0% Q2 2026 Aug 05, 2026
Cherry Tree Wealth Management, LLC History No change 153,195 7,748 1.46% 1.46% 273 0 0.0% Q2 2026 Sep 15, 2026
Gotham Asset Management, LLC History No change 153,000 7,738 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 152,996 7,738 0.23% 0.23% 275 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 152,584 7,717 0.09% 0.09% 276 0 0.0% Q2 2026 Aug 04, 2026
Chesley Taft & Associates LLC History No change 152,550 7,715 0.3% 0.3% 277 0 0.0% Q2 2026 Jul 08, 2026
Capital Advisors Wealth Management, LLC History No change 152,144 7,695 0.9% 0.9% 278 0 0.0% Q2 2026 Jul 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 151,745 7,675 1.12% 1.12% 279 0 0.0% Q2 2026 Jul 21, 2026
CIBC Bancorp USA Inc. History No change 151,662 7,671 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 157,974 7,481 0.62% 0.63% 281 +6,505 4.29% Q3 2026 Oct 06, 2026
COOPER/HAIMS ADVISORS, LLC History No change 147,219 7,446 3.2% 3.2% 282 0 0.0% Q2 2026 Aug 14, 2026
ForthRight Wealth Management, LLC History No change 146,259 7,397 1.89% 1.89% 283 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 144,730 7,320 0.11% 0.11% 284 0 0.0% Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History No change 143,926 7,279 0.36% 0.36% 285 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 143,614 7,264 0.1% 0.1% 286 0 0.0% Q2 2026 Aug 12, 2026
ONE Advisory Partners, LLC History No change 142,218 7,193 1.96% 1.96% 287 0 0.0% Q2 2026 Jul 21, 2026
Schneider Downs Wealth Management Advisors, LP History No change 141,089 7,136 0.67% 0.67% 288 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 139,921 7,077 0.12% 0.12% 289 0 0.0% Q2 2026 Jul 31, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 139,841 7,073 0.99% 0.99% 290 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 139,757 7,069 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 05, 2026
DRAVO BAY LLC History No change 139,649 7,063 2.44% 2.44% 292 0 0.0% Q2 2026 Aug 11, 2026
Xena Financial Planning, LLC History No change 138,926 7,026 6.74% 6.74% 293 0 0.0% Q2 2026 Jul 21, 2026
Visionary Wealth Advisors History No change 137,183 6,938 0.27% 0.27% 294 0 0.0% Q2 2026 Aug 13, 2026
Stembrook Asset Management, LLC History No change 136,900 6,924 5.98% 5.98% 295 0 0.0% Q2 2026 Aug 12, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 136,038 6,880 0.85% 0.85% 296 0 0.0% Q2 2026 Jul 09, 2026
Rochester Wealth Strategies, LLC History No change 134,969 6,826 3.78% 3.78% 297 0 0.0% Q2 2026 Jul 22, 2026
Trinity Financial Advisors LLC History No change 134,744 6,815 1.75% 1.75% 298 0 0.0% Q2 2026 Jul 06, 2026
ROBERTS GLORE & CO INC /IL/ History No change 134,286 6,792 1.68% 1.68% 299 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 133,561 6,755 0.33% 0.33% 300 0 0.0% Q2 2026 Aug 14, 2026
Sage Mountain Advisors LLC History No change 133,358 6,745 0.41% 0.41% 301 0 0.0% Q2 2026 Aug 05, 2026
Financial Planning Navigators CORP History No change 130,562 6,603 2.47% 2.47% 302 0 0.0% Q2 2026 Jul 28, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 130,277 6,589 1.98% 1.98% 303 0 0.0% Q2 2026 Aug 07, 2026
Capstone Financial Advisors, Inc. History No change 129,470 6,548 0.32% 0.32% 304 0 0.0% Q2 2026 Aug 14, 2026
McNamara Financial Services, Inc. History No change 128,747 6,512 1.12% 1.12% 305 0 0.0% Q2 2026 Jul 22, 2026
Odyssey Group, LLC History No change 128,089 6,478 1.75% 1.75% 306 0 0.0% Q2 2026 Aug 14, 2026
Ironwood Wealth Management, LLC. History No change 126,647 6,405 1.42% 1.42% 307 0 0.0% Q2 2026 Jul 30, 2026
Zhang Financial LLC History No change 126,633 6,405 0.19% 0.19% 308 0 0.0% Q2 2026 Jul 30, 2026
Crusonia Wealth Advisors LLC History No change 125,835 6,364 1.04% 1.04% 309 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 124,042 6,274 0.11% 0.11% 310 0 0.0% Q2 2026 Jul 20, 2026
Kings Path Partners LLC History No change 123,291 6,236 1.66% 1.66% 311 0 0.0% Q2 2026 Jul 14, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 121,565 6,148 3.19% 3.19% 312 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 120,957 6,118 0.25% 0.25% 313 0 0.0% Q2 2026 Jul 28, 2026
Goodman Advisory Group, LLC History No change 119,766 6,057 1.39% 1.39% 314 0 0.0% Q2 2026 Aug 12, 2026
Vannoy Advisory Group, Inc. History No change 119,464 6,042 3.42% 3.42% 315 0 0.0% Q2 2026 Jul 22, 2026
STEPHENS INC /AR/ History No change 119,242 6,031 0.07% 0.07% 316 0 0.0% Q2 2026 Jul 29, 2026
Douglass Winthrop Advisors, LLC History No change 118,962 6,017 0.1% 0.1% 317 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 117,960 5,966 0.35% 0.35% 318 0 0.0% Q2 2026 Jul 15, 2026
Pure Financial Advisors, LLC History No change 115,981 5,866 0.07% 0.07% 319 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Capital Advisors LLC History No change 115,895 5,861 0.37% 0.37% 320 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 114,787 5,805 0.17% 0.17% 321 0 0.0% Q2 2026 Aug 03, 2026
Asset Management Group, Inc. History No change 114,281 5,780 0.85% 0.85% 322 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 113,421 5,736 2.59% 2.59% 323 0 0.0% Q2 2026 Aug 07, 2026
STAGE HARBOR FINANCIAL, LLC History No change 112,971 5,714 3.3% 3.3% 324 0 0.0% Q2 2026 Aug 07, 2026
K2 Financial Inc. History No change 112,602 5,690 4.02% 4.02% 325 0 0.0% Q2 2026 Jul 21, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 112,295 5,679 1.27% 1.27% 326 0 0.0% Q2 2026 Jul 20, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 110,476 5,587 1.34% 1.34% 327 0 0.0% Q2 2026 Aug 10, 2026
Sanchez Levi Garrett History No change 110,359 5,581 3.03% 3.03% 328 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 110,221 5,575 0.22% 0.22% 329 0 0.0% Q2 2026 Aug 17, 2026
Jefferies Financial Group Inc. History No change 109,000 5,513 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 17, 2026
DAVENPORT & Co LLC History No change 108,772 5,501 0.03% 0.03% 331 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 108,758 5,501 0.13% 0.13% 332 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 108,208 5,473 0.48% 0.48% 333 0 0.0% Q2 2026 Aug 04, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 107,676 5,446 0.86% 0.86% 334 0 0.0% Q2 2026 Jul 23, 2026
Argent Trust Co History No change 107,636 5,444 0.16% 0.16% 335 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 107,313 5,427 0.12% 0.12% 336 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 107,003 5,412 0.2% 0.2% 337 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Partners, LLC History No change 106,500 5,386 1.21% 1.21% 338 0 0.0% Q2 2026 Jul 22, 2026
Elser Financial Planning, Inc History No change 106,255 5,374 0.23% 0.23% 339 0 0.0% Q2 2026 Jul 14, 2026
Retirement Investment Advisors, Inc. History No change 106,540 5,355 0.38% 0.38% 340 0 0.0% Q2 2026 Jul 15, 2026
NewCorp Financial Services, Inc. History No change 105,194 5,320 4.07% 4.07% 341 0 0.0% Q2 2026 Aug 03, 2026
Integrated Advisors Network LLC History No change 105,094 5,315 0.24% 0.24% 342 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 104,834 5,302 1.92% 1.92% 343 0 0.0% Q2 2026 Aug 10, 2026
Envision Financial LLC History No change 104,618 5,291 2.44% 2.44% 344 0 0.0% Q2 2026 Jul 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 104,321 5,276 0.51% 0.51% 345 0 0.0% Q2 2026 Jul 22, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 103,998 5,260 2.88% 2.88% 346 0 0.0% Q2 2026 Jul 20, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 102,980 5,208 4.29% 4.29% 347 0 0.0% Q2 2026 Jul 30, 2026
Diversify Advisory Services, LLC History No change 104,634 5,199 0.09% 0.09% 348 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 104,634 5,199 0.09% 0.09% 349 0 0.0% Q2 2026 Jul 29, 2026
Tilson Financial Group, Inc. History No change 100,166 5,066 1.39% 1.39% 350 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 99,806 5,048 0.17% 0.17% 351 0 0.0% Q2 2026 Jul 24, 2026
BTG Pactual Asset Management US LLC History No change 99,662 5,040 0.31% 0.31% 352 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 99,381 5,026 0.1% 0.1% 353 0 0.0% Q2 2026 Aug 14, 2026
ELEMENT POINTE ADVISORS, LLC History No change 99,015 5,008 0.81% 0.81% 354 0 0.0% Q2 2026 Aug 07, 2026
Shade Tree Advisors LLC History No change 98,980 5,006 2.92% 2.92% 355 0 0.0% Q2 2026 Aug 04, 2026
McAdam, LLC History No change 98,971 5,005 0.19% 0.19% 356 0 0.0% Q2 2026 Aug 04, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 98,941 5,004 2.09% 2.09% 357 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 98,805 4,997 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 98,454 4,979 0.17% 0.17% 359 0 0.0% Q2 2026 Aug 06, 2026
One Degree Advisors Inc History No change 98,640 4,978 1.11% 1.11% 360 0 0.0% Q2 2026 Jul 31, 2026
RiverGlades Family Offices LLC History No change 97,259 4,919 2.26% 2.26% 361 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 97,099 4,911 0.06% 0.06% 362 0 0.0% Q2 2026 Aug 13, 2026
Finhabits Advisors LLC History No change 96,556 4,883 4.11% 4.11% 363 0 0.0% Q2 2026 Aug 14, 2026
BCGM Wealth Management, LLC History No change 96,216 4,866 1.03% 1.03% 364 0 0.0% Q2 2026 Aug 04, 2026
TBH Global Asset Management, LLC History No change 96,064 4,858 0.89% 0.89% 365 0 0.0% Q2 2026 Aug 05, 2026
Avantax Planning Partners, Inc. History No change 96,001 4,855 0.12% 0.12% 366 0 0.0% Q2 2026 Jul 28, 2026
High Probability Advisors, LLC History No change 95,878 4,849 0.52% 0.52% 367 0 0.0% Q2 2026 Jul 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 95,064 4,808 0.12% 0.12% 368 0 0.0% Q2 2026 Jul 31, 2026
RCS Financial Planning, LLC History No change 94,979 4,804 2.27% 2.27% 369 0 0.0% Q2 2026 Jul 22, 2026
PINNACLE ASSOCIATES LTD History No change 94,609 4,785 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 03, 2026
Baker Avenue Asset Management, LP History No change 94,172 4,763 0.09% 0.09% 371 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 94,077 4,758 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 12, 2026
Equita Financial Network, Inc. History No change 93,861 4,747 1.32% 1.32% 373 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 93,768 4,742 0.14% 0.14% 374 0 0.0% Q2 2026 Jul 15, 2026
Diversified Enterprises, LLC History No change 93,640 4,736 0.23% 0.23% 375 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 92,617 4,684 0.28% 0.28% 376 0 0.0% Q2 2026 Aug 05, 2026
TPG Financial Advisors, LLC History No change 92,341 4,670 1.39% 1.39% 377 0 0.0% Q2 2026 Aug 10, 2026
LifePlan Investment Advisors, Inc. History No change 92,314 4,669 1.61% 1.61% 378 0 0.0% Q2 2026 Aug 11, 2026
JNBA Financial Advisors History No change 92,273 4,667 0.35% 0.35% 379 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 92,056 4,656 0.23% 0.23% 380 0 0.0% Q2 2026 Jul 23, 2026
Bear Mountain Capital, Inc. History No change 92,578 4,655 1.35% 1.35% 381 0 0.0% Q2 2026 Jul 20, 2026
Keystone Global Partners, LLC History No change 91,386 4,622 1.75% 1.75% 382 0 0.0% Q2 2026 Jul 16, 2026
Values Added Financial LLC History No change 91,288 4,617 1.67% 1.67% 383 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 90,777 4,591 0.04% 0.04% 384 0 0.0% Q2 2026 Aug 06, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 90,600 4,582 0.6% 0.6% 385 0 0.0% Q2 2026 Aug 11, 2026
Glassman Wealth Services History No change 90,554 4,580 0.55% 0.55% 386 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ALLIANCE, LLC History No change 88,858 4,494 0.38% 0.38% 387 0 0.0% Q2 2026 Aug 11, 2026
VICUS CAPITAL History No change 88,682 4,485 0.29% 0.29% 388 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 88,631 4,423 0.07% 0.07% 389 0 0.0% Q2 2026 Aug 13, 2026
Plancorp, LLC History No change 87,573 4,402 0.11% 0.11% 390 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 86,067 4,353 0.13% 0.13% 391 0 0.0% Q2 2026 Aug 05, 2026
Amicus Financial Advisors, LLC History No change 86,024 4,351 1.07% 1.07% 392 0 0.0% Q2 2026 Jul 20, 2026
WATERSHED PRIVATE WEALTH LLC History No change 85,950 4,347 1.22% 1.22% 393 0 0.0% Q2 2026 Jul 17, 2026
Mason & Associates, LLC History No change 85,539 4,326 0.9% 0.9% 394 0 0.0% Q2 2026 Jul 14, 2026
OLIO Financial Planning History No change 85,515 4,325 1.07% 1.07% 395 0 0.0% Q2 2026 Jul 17, 2026
1900 WEALTH MANAGEMENT LLC History No change 85,066 4,302 0.24% 0.24% 396 0 0.0% Q2 2026 Aug 04, 2026
Liberty Capital Management, Inc. History No change 84,993 4,298 0.74% 0.74% 397 0 0.0% Q2 2026 Jul 17, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 84,934 4,295 0.61% 0.61% 398 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 84,317 4,264 0.27% 0.27% 399 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Strategies, LLC History No change 84,138 4,246 0.41% 0.41% 400 0 0.0% Q2 2026 Jul 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 83,958 4,246 0.95% 0.95% 401 0 0.0% Q2 2026 Jul 27, 2026
Allodium Investment Consultants, LLC History No change 83,684 4,232 1.8% 1.8% 402 0 0.0% Q2 2026 Jul 14, 2026
FourThought Financial Partners, LLC History No change 83,331 4,214 0.33% 0.33% 403 0 0.0% Q2 2026 Aug 12, 2026
FIRST AMERICAN TRUST, FSB History No change 82,544 4,175 0.25% 0.25% 404 0 0.0% Q2 2026 Aug 10, 2026
Sargent Investment Group, LLC History No change 82,463 4,170 0.5% 0.5% 405 0 0.0% Q2 2026 Aug 11, 2026
American Investment Services, Inc. History No change 82,194 4,157 0.88% 0.88% 406 0 0.0% Q2 2026 Aug 12, 2026
Wrenne Financial Planning LLC History No change 81,536 4,124 1.39% 1.39% 407 0 0.0% Q2 2026 Jul 27, 2026
Savvy Advisors, Inc. History No change 81,394 4,116 0.09% 0.09% 408 0 0.0% Q2 2026 Aug 03, 2026
L.K. Benson & Company, P.C. History No change 81,043 4,099 1.24% 1.24% 409 0 0.0% Q2 2026 Jul 24, 2026
CHRISTINE MESSMER PC History No change 80,925 4,093 2.31% 2.31% 410 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 80,395 4,066 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History No change 80,055 4,053 0.11% 0.11% 412 0 0.0% Q2 2026 Jul 07, 2026
Compass Advisory Group LLC History No change 80,148 4,053 0.96% 0.96% 413 0 0.0% Q2 2026 Aug 11, 2026
Kelman-Lazarov, Inc. History No change 79,932 4,042 0.53% 0.53% 414 0 0.0% Q2 2026 Aug 10, 2026
Financial Guidance Group, Inc. History No change 79,504 4,021 1.5% 1.5% 415 0 0.0% Q2 2026 Jul 22, 2026
Invst, LLC History No change 79,380 4,015 0.39% 0.39% 416 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 79,291 4,010 0.05% 0.05% 417 0 0.0% Q2 2026 Aug 18, 2026
Vestmark Advisory Solutions, Inc. History No change 79,213 4,006 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 78,989 3,995 1.14% 1.14% 419 0 0.0% Q2 2026 Jul 28, 2026
Sterling Financial Planning, Inc. History No change 78,977 3,994 1.09% 1.09% 420 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History No change 78,356 3,963 0.08% 0.08% 421 0 0.0% Q2 2026 Jul 09, 2026
First Heartland Consultants, Inc. History No change 77,904 3,940 0.25% 0.25% 422 0 0.0% Q2 2026 Jul 08, 2026
TD Capital Management LLC History No change 77,736 3,931 0.32% 0.32% 423 0 0.0% Q2 2026 Aug 06, 2026
BURNEY CO/ History No change 76,984 3,893 0.1% 0.1% 424 0 0.0% Q2 2026 Jul 14, 2026
RFG Advisory, LLC History No change 76,360 3,862 0.06% 0.06% 425 0 0.0% Q2 2026 Jul 15, 2026
UNIVEST FINANCIAL Corp History No change 75,502 3,818 0.19% 0.19% 426 0 0.0% Q2 2026 Aug 07, 2026
LPWM LLC History No change 75,350 3,811 0.85% 0.85% 427 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 75,071 3,798 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 74,331 3,759 0.08% 0.08% 429 0 0.0% Q2 2026 Jul 30, 2026
TRB Wealth Management, LLC History No change 73,659 3,725 0.5% 0.5% 430 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 73,355 3,710 0.39% 0.39% 431 0 0.0% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History No change 73,067 3,695 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 72,940 3,689 0.18% 0.18% 433 0 0.0% Q2 2026 Jul 28, 2026
Valeo Financial Advisors, LLC History No change 71,798 3,631 0.08% 0.08% 434 0 0.0% Q2 2026 Jul 08, 2026
Sellwood Investment Partners LLC History No change 71,720 3,627 1.28% 1.28% 435 0 0.0% Q2 2026 Jul 27, 2026
FULTON BANK, N.A. History No change 71,243 3,603 0.11% 0.11% 436 0 0.0% Q2 2026 Jul 09, 2026
Brewster Financial Planning LLC History No change 71,104 3,596 1.97% 1.97% 437 0 0.0% Q2 2026 Jul 14, 2026
Capital Investment Services of America, Inc. History No change 70,525 3,567 0.35% 0.35% 438 0 0.0% Q2 2026 Jul 22, 2026
William Mack & Associates, Inc. History No change 70,242 3,552 1.25% 1.25% 439 0 0.0% Q2 2026 Jul 10, 2026
Aspire Private Capital, LLC History No change 70,092 3,545 0.73% 0.73% 440 0 0.0% Q2 2026 Jul 15, 2026
CONQUIS FINANCIAL LLC History No change 69,749 3,527 2.84% 2.84% 441 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 69,537 3,517 0.02% 0.02% 442 0 0.0% Q2 2026 Sep 23, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 69,201 3,500 0.54% 0.54% 443 0 0.0% Q2 2026 Jul 29, 2026
Midwestern Financial, LLC /IA History No change 69,173 3,498 2.45% 2.45% 444 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 69,035 3,491 0.14% 0.14% 445 0 0.0% Q2 2026 Aug 10, 2026
Elmwood Wealth Management, Inc. History No change 68,832 3,481 0.87% 0.87% 446 0 0.0% Q2 2026 Jul 07, 2026
Rockbridge Investment Management, LCC History No change 68,689 3,474 0.28% 0.28% 447 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 68,328 3,456 0.07% 0.07% 448 0 0.0% Q2 2026 Aug 11, 2026
McNaughton Wealth Management, LLC History No change 67,836 3,431 1.22% 1.22% 449 0 0.0% Q2 2026 Jul 07, 2026
Manhattan West Asset Management, LLC History No change 67,104 3,394 0.57% 0.57% 450 0 0.0% Q2 2026 Aug 11, 2026
Shared Vision Wealth Group LLC History No change 66,942 3,385 1.16% 1.16% 451 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 66,426 3,359 0.41% 0.41% 452 0 0.0% Q2 2026 Aug 11, 2026
Joel Isaacson & Co., LLC History No change 66,388 3,357 0.1% 0.1% 453 0 0.0% Q2 2026 Aug 04, 2026
Eaton Financial Holdings Company, LLC History No change 66,319 3,354 0.92% 0.92% 454 0 0.0% Q2 2026 Aug 04, 2026
MOTIVE WEALTH ADVISORS History No change 66,228 3,349 1.38% 1.38% 455 0 0.0% Q2 2026 Jul 20, 2026
Traction Financial Partners, LLC History No change 66,230 3,349 1.78% 1.78% 456 0 0.0% Q2 2026 Aug 13, 2026
Eaton-Cambridge Inc. History No change 66,144 3,345 0.94% 0.94% 457 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 65,977 3,337 0.14% 0.14% 458 0 0.0% Q2 2026 Jul 22, 2026
Tortoise Investment Management, LLC History No change 65,548 3,315 0.25% 0.25% 459 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 65,220 3,298 0.06% 0.06% 460 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 64,684 3,271 0.05% 0.05% 461 0 0.0% Q2 2026 Aug 14, 2026
Blume Capital Management, Inc. History No change 64,600 3,267 0.48% 0.48% 462 0 0.0% Q2 2026 Jul 27, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 64,314 3,253 1.2% 1.2% 463 0 0.0% Q2 2026 Jul 22, 2026
Rede Wealth, LLC History No change 63,573 3,215 1.06% 1.06% 464 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 63,432 3,208 0.04% 0.04% 465 0 0.0% Q2 2026 Aug 13, 2026
Sincerus Advisory, LLC History No change 63,210 3,197 2.17% 2.17% 466 0 0.0% Q2 2026 Jul 06, 2026
Cannon Financial Strategists, Inc. History No change 62,715 3,172 0.36% 0.36% 467 0 0.0% Q2 2026 Aug 07, 2026
Strathmore Capital Advisors, Inc. History No change 63,367 3,165 0.85% 0.85% 468 0 0.0% Q2 2026 Aug 10, 2026
C M BIDWELL & ASSOCIATES LTD History No change 62,530 3,162 1.29% 1.29% 469 0 0.0% Q2 2026 Aug 11, 2026
1834 INVESTMENT ADVISORS CO History No change 62,527 3,162 0.36% 0.36% 470 0 0.0% Q2 2026 Jul 30, 2026
VSM Wealth Advisory, LLC History No change 62,145 3,143 0.83% 0.83% 471 0 0.0% Q2 2026 Jul 22, 2026
PLANWISER FINANCIAL, LLC History No change 62,046 3,138 2.18% 2.18% 472 0 0.0% Q2 2026 Aug 07, 2026
Advyzon Investment Management, LLC History No change 61,717 3,121 0.23% 0.23% 473 0 0.0% Q2 2026 Aug 14, 2026
Heritage Wealth Management, Inc. /CA/ History No change 61,257 3,098 1.18% 1.18% 474 0 0.0% Q2 2026 Jul 22, 2026
TAGStone Capital, Inc. History No change 60,827 3,076 0.98% 0.98% 475 0 0.0% Q2 2026 Aug 11, 2026
SageView Advisory Group, LLC History No change 60,691 3,069 0.1% 0.1% 476 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 60,330 3,051 1.06% 1.06% 477 0 0.0% Q2 2026 Aug 14, 2026
SONATA CAPITAL GROUP INC History No change 60,180 3,043 0.98% 0.98% 478 0 0.0% Q2 2026 Jul 24, 2026
Galvin, Gaustad & Stein, LLC History No change 60,035 3,036 0.22% 0.22% 479 0 0.0% Q2 2026 Jul 29, 2026
STEPH & CO History No change 59,993 3,034 0.77% 0.77% 480 0 0.0% Q2 2026 Jul 16, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 59,673 3,018 0.07% 0.07% 481 0 0.0% Q2 2026 Jul 17, 2026
Robertson Stephens Wealth Management, LLC History No change 59,616 3,015 0.07% 0.07% 482 0 0.0% Q2 2026 Jul 29, 2026
Timonier Family Office, LTD. History No change 59,505 3,009 0.85% 0.85% 483 0 0.0% Q2 2026 Aug 03, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 59,478 3,008 0.35% 0.35% 484 0 0.0% Q2 2026 Jul 24, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 59,485 3,008 0.3% 0.3% 485 0 0.0% Q2 2026 Jul 29, 2026
Trust Co History No change 59,421 3,005 0.27% 0.27% 486 0 0.0% Q2 2026 Jul 10, 2026
Financial Strategies Group, Inc. History No change 60,045 2,999 0.48% 0.48% 487 0 0.0% Q2 2026 Aug 10, 2026
Newman Dignan & Sheerar, Inc. History No change 59,115 2,990 0.57% 0.57% 488 0 0.0% Q2 2026 Jul 14, 2026
Fisher Asset Management, LLC History No change 58,856 2,976 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 04, 2026
TCI Wealth Advisors, Inc. History No change 58,752 2,971 0.13% 0.13% 490 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 58,482 2,958 0.17% 0.17% 491 0 0.0% Q2 2026 Aug 13, 2026
WLTH Capital Management, LLC History No change 57,120 2,889 1.85% 1.85% 492 0 0.0% Q2 2026 Jul 09, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 57,113 2,888 0.04% 0.04% 493 0 0.0% Q2 2026 Aug 14, 2026
MONEYWISE, INC. History No change 57,003 2,883 1.08% 1.08% 494 0 0.0% Q2 2026 Jul 21, 2026
Asio Capital, LLC History No change 56,990 2,882 0.37% 0.37% 495 0 0.0% Q2 2026 Jul 17, 2026
Atria Investments, Inc History No change 56,877 2,876 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 56,827 2,874 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 14, 2026
Great Waters Wealth Management History No change 56,704 2,868 0.27% 0.27% 498 0 0.0% Q2 2026 Jul 08, 2026
Kuhn & Co Investment Counsel History No change 56,614 2,863 1.65% 1.65% 499 0 0.0% Q2 2026 Jul 31, 2026
Detalus Advisors, LLC History No change 56,575 2,861 0.56% 0.56% 500 0 0.0% Q2 2026 Jul 27, 2026
Steele Capital Management, Inc. History No change 56,266 2,845 0.1% 0.1% 501 0 0.0% Q2 2026 Jul 28, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 60,068 2,844 0.83% 0.8% 502 +5,569 10.22% Q3 2026 Oct 05, 2026
Relyea Zuckerberg Hanson LLC History No change 56,241 2,844 0.24% 0.24% 503 0 0.0% Q2 2026 Jul 16, 2026
VestGen Advisors, LLC History No change 56,075 2,836 0.08% 0.08% 504 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 55,962 2,830 0.1% 0.1% 505 0 0.0% Q2 2026 Jul 21, 2026
CAHILL FINANCIAL ADVISORS INC History No change 55,811 2,822 0.27% 0.27% 506 0 0.0% Q2 2026 Aug 11, 2026
High Net Worth Advisory Group LLC History No change 55,210 2,792 0.59% 0.59% 507 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History No change 55,808 2,784 0.11% 0.11% 508 0 0.0% Q2 2026 Jul 09, 2026
RAINIER FAMILY WEALTH INC History No change 54,688 2,766 1.57% 1.57% 509 0 0.0% Q2 2026 Jul 15, 2026
Claro Advisors Inc. History No change 54,625 2,762 0.29% 0.29% 510 0 0.0% Q2 2026 Jul 30, 2026
J.W. COLE ADVISORS, INC. History No change 54,235 2,743 0.05% 0.05% 511 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 54,081 2,735 0.32% 0.32% 512 0 0.0% Q2 2026 Aug 11, 2026
Financial Plan, Inc. History No change 53,422 2,702 0.26% 0.26% 513 0 0.0% Q2 2026 Aug 14, 2026
CHATHAM CAPITAL GROUP, INC. History No change 53,065 2,684 0.34% 0.34% 514 0 0.0% Q2 2026 Jul 10, 2026
Laurel Wealth Advisors LLC History No change 53,058 2,683 0.26% 0.26% 515 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Union Bankshares Corp History No change 52,550 2,657 0.04% 0.04% 516 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 52,447 2,653 0.07% 0.07% 517 0 0.0% Q2 2026 Jul 28, 2026
TPG Advisors LLC History No change 52,451 2,652 1.46% 1.46% 518 0 0.0% Q2 2026 Jul 29, 2026
GW&K Investment Management, LLC History No change 52,266 2,644 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 12, 2026
Cyndeo Wealth Partners, LLC History No change 52,226 2,641 0.12% 0.12% 520 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 52,205 2,640 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 12, 2026
Dynamic Advisor Solutions LLC History No change 52,025 2,631 0.07% 0.07% 522 0 0.0% Q2 2026 Jul 07, 2026
Paragon Capital Management Ltd History No change 51,762 2,618 0.5% 0.5% 523 0 0.0% Q2 2026 Jul 29, 2026
THEORY FINANCIAL LLC History No change 51,756 2,617 0.82% 0.82% 524 0 0.0% Q2 2026 Jul 31, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 51,674 2,613 0.16% 0.16% 525 0 0.0% Q2 2026 Jul 23, 2026
Rockwood Wealth Management, LLC History No change 51,601 2,609 0.16% 0.16% 526 0 0.0% Q2 2026 Jul 13, 2026
Rialto Wealth Management, LLC History No change 51,419 2,600 0.51% 0.51% 527 0 0.0% Q2 2026 Aug 11, 2026
Prospect Financial Group LLC History No change 51,288 2,594 2.09% 2.09% 528 0 0.0% Q2 2026 Aug 06, 2026
Dakota Wealth Management History No change 50,923 2,575 0.05% 0.05% 529 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 50,735 2,566 0.06% 0.06% 530 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 54,081 2,561 0.69% 0.63% 531 +6,326 13.25% Q3 2026 Oct 02, 2026
CULBERTSON A N & CO INC History No change 50,570 2,557 0.3% 0.3% 532 0 0.0% Q2 2026 Jul 29, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 50,139 2,536 0.29% 0.29% 533 0 0.0% Q2 2026 Jul 07, 2026
Apollon Wealth Management, LLC History No change 50,137 2,535 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 22, 2026
ACT WEALTH MANAGEMENT, LLC History No change 50,090 2,533 0.74% 0.74% 535 0 0.0% Q2 2026 Jul 07, 2026
FDx Advisors, Inc. History No change 49,826 2,520 0.76% 0.76% 536 0 0.0% Q2 2026 Aug 04, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 49,593 2,508 0.42% 0.42% 537 0 0.0% Q2 2026 Jul 21, 2026
SlateStone Wealth, LLC History No change 49,416 2,499 0.19% 0.19% 538 0 0.0% Q2 2026 Jul 20, 2026
HB Wealth Management, LLC History No change 48,611 2,458 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 29, 2026
Q3 Asset Management History No change 48,472 2,451 0.45% 0.45% 540 0 0.0% Q2 2026 Aug 14, 2026
Wheelhouse Advisory Group LLC History No change 48,395 2,447 0.69% 0.69% 541 0 0.0% Q2 2026 Jul 23, 2026
May Hill Capital, LLC History No change 48,272 2,441 0.51% 0.51% 542 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 49,290 2,440 0.05% 0.05% 543 0 0.0% Q2 2026 Jul 29, 2026
Vermillion Wealth Management, Inc. History No change 48,257 2,440 0.57% 0.57% 544 0 0.0% Q2 2026 Jul 15, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 48,067 2,431 1.82% 1.82% 545 0 0.0% Q2 2026 Aug 05, 2026
PENNEY FINANCIAL, LLC History No change 47,994 2,427 0.85% 0.85% 546 0 0.0% Q2 2026 Jul 22, 2026
Sunesis Advisors, LLC History No change 47,568 2,405 0.99% 0.99% 547 0 0.0% Q2 2026 Jul 10, 2026
IFG Advisory, LLC History No change 47,535 2,404 0.08% 0.08% 548 0 0.0% Q2 2026 Aug 13, 2026
Mullooly Asset Management, Inc. History No change 47,259 2,390 0.74% 0.74% 549 0 0.0% Q2 2026 Aug 05, 2026
Enclave Advisors LLC History No change 47,215 2,388 0.3% 0.3% 550 0 0.0% Q2 2026 Jul 14, 2026
Spartan Wealth Advisory Services LLC History No change 46,741 2,364 0.19% 0.19% 551 0 0.0% Q2 2026 Aug 05, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 46,889 2,354 1.34% 1.34% 552 0 0.0% Q2 2026 Jul 24, 2026
CGN Advisors LLC History No change 46,300 2,341 0.17% 0.17% 553 0 0.0% Q2 2026 Jul 06, 2026
PETRA FINANCIAL ADVISORS INC History No change 46,125 2,332 1.08% 1.08% 554 0 0.0% Q2 2026 Jul 24, 2026
HOWE & RUSLING INC History No change 45,871 2,320 0.13% 0.13% 555 0 0.0% Q2 2026 Aug 10, 2026
Truepoint, Inc. History No change 45,589 2,305 0.05% 0.05% 556 0 0.0% Q2 2026 Jul 31, 2026
Alesco Advisors, LLC, An ESL Co History No change 45,530 2,302 0.05% 0.05% 557 0 0.0% Q2 2026 Aug 05, 2026
Golden Bell Financial Planning LLC History No change 45,386 2,295 1.69% 1.69% 558 0 0.0% Q2 2026 Jul 31, 2026
Midwest Trust Co History No change 45,290 2,290 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 04, 2026
SteelPeak Wealth, LLC History No change 45,081 2,280 0.06% 0.06% 560 0 0.0% Q2 2026 Jul 13, 2026
Plum Street Advisors, LLC History No change 44,471 2,249 0.72% 0.72% 561 0 0.0% Q2 2026 Aug 13, 2026
DeLarme Wealth Management, Inc. History No change 44,339 2,242 1.3% 1.3% 562 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 44,196 2,235 0.35% 0.35% 563 0 0.0% Q2 2026 Jul 17, 2026
OLD MISSION CAPITAL LLC History No change 44,136 2,232 0.04% 0.04% 564 0 0.0% Q2 2026 Aug 14, 2026
Glassy Mountain Advisors, Inc. History No change 44,072 2,229 0.61% 0.61% 565 0 0.0% Q2 2026 Jul 31, 2026
Leeward Financial Partners, LLC History No change 43,593 2,204 0.58% 0.58% 566 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Management, LLC History No change 43,486 2,199 0.75% 0.75% 567 0 0.0% Q2 2026 Jul 07, 2026
Steelhead Wealth Management LLC History No change 43,428 2,196 0.88% 0.88% 568 0 0.0% Q2 2026 Aug 13, 2026
Willis Johnson & Associates, Inc. History No change 43,110 2,180 0.12% 0.12% 569 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 43,100 2,179 0.67% 0.67% 570 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 42,864 2,168 0.04% 0.04% 571 0 0.0% Q2 2026 Aug 14, 2026
Centerline Wealth Advisors, LLC History No change 42,677 2,158 0.68% 0.68% 572 0 0.0% Q2 2026 Jul 17, 2026
Premier Path Wealth Partners, LLC History No change 42,389 2,144 0.25% 0.25% 573 0 0.0% Q2 2026 Jul 21, 2026
Manuka Financial, LLC History No change 42,299 2,139 1.11% 1.11% 574 0 0.0% Q2 2026 Jul 31, 2026
Knuff & Co LLC History No change 42,050 2,126 0.54% 0.54% 575 0 0.0% Q2 2026 Aug 10, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 41,580 2,103 0.43% 0.43% 576 0 0.0% Q2 2026 Jul 17, 2026
Meridian Wealth Partners, LLC History No change 41,159 2,081 0.25% 0.25% 577 0 0.0% Q2 2026 Aug 12, 2026
Forum Private Client Group LLC History No change 40,973 2,072 0.62% 0.62% 578 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 40,974 2,072 0.26% 0.26% 579 0 0.0% Q2 2026 Aug 14, 2026
Argos Wealth Advisors, LLC History No change 40,908 2,069 0.55% 0.55% 580 0 0.0% Q2 2026 Aug 13, 2026
PROFFITT & GOODSON INC History No change 40,872 2,067 0.28% 0.28% 581 0 0.0% Q2 2026 Jul 22, 2026
Prospect Financial Services LLC History No change 40,780 2,062 1.04% 1.04% 582 0 0.0% Q2 2026 Aug 06, 2026
WRAPMANAGER INC History No change 40,676 2,057 0.64% 0.64% 583 0 0.0% Q2 2026 Aug 05, 2026
Freestone Capital Holdings, LLC History No change 40,612 2,054 0.05% 0.05% 584 0 0.0% Q2 2026 Jul 31, 2026
Hexagon Capital Partners LLC History No change 40,393 2,043 0.29% 0.29% 585 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 40,134 2,029 0.27% 0.27% 586 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 39,902 2,018 0.04% 0.04% 587 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Retirement, LLC History No change 39,806 2,013 0.11% 0.11% 588 0 0.0% Q2 2026 Aug 12, 2026
Financial Architects, LLC History No change 39,715 2,008 0.96% 0.96% 589 0 0.0% Q2 2026 Jul 21, 2026
COMMERCE BANK History No change 39,652 2,005 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 12, 2026
Allen Capital Group, LLC History No change 39,316 1,988 0.16% 0.16% 591 0 0.0% Q2 2026 Jul 27, 2026
Compass Financial Group, INC/SD History No change 39,113 1,978 0.23% 0.23% 592 0 0.0% Q2 2026 Aug 04, 2026
SwitchPoint Financial Planning, LLC History No change 38,641 1,954 1.13% 1.13% 593 0 0.0% Q2 2026 Aug 14, 2026
Mill Capital Management, LLC History No change 38,477 1,946 0.13% 0.13% 594 0 0.0% Q2 2026 Aug 03, 2026
Note Advisors, LLC History No change 38,465 1,945 0.84% 0.84% 595 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 38,325 1,938 0.75% 0.75% 596 0 0.0% Q2 2026 Aug 12, 2026
Asset Allocation Strategies LLC History No change 38,251 1,934 0.3% 0.3% 597 0 0.0% Q2 2026 Aug 17, 2026
Align Financial, LLC History No change 38,200 1,932 0.96% 0.96% 598 0 0.0% Q2 2026 Jul 27, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 38,128 1,928 0.12% 0.12% 599 0 0.0% Q2 2026 Jul 13, 2026
SURIENCE PRIVATE WEALTH LLC History No change 37,690 1,906 1.68% 1.68% 600 0 0.0% Q2 2026 Jul 24, 2026
Black Diamond Financial, LLC History No change 37,437 1,893 0.17% 0.17% 601 0 0.0% Q2 2026 Aug 04, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 37,283 1,885 0.07% 0.07% 602 0 0.0% Q2 2026 Aug 14, 2026
Cascade Wealth Advisors, Inc History No change 37,460 1,865 0.75% 0.75% 603 0 0.0% Q2 2026 Aug 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 36,856 1,864 0.35% 0.35% 604 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 36,610 1,851 0.68% 0.68% 605 0 0.0% Q2 2026 Jul 30, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 36,550 1,848 0.25% 0.25% 606 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 36,500 1,846 0.03% 0.03% 607 0 0.0% Q2 2026 Aug 11, 2026
Prestige Wealth Management Group LLC History No change 36,481 1,845 0.33% 0.33% 608 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investments, LLC History No change 36,095 1,825 0.59% 0.59% 609 0 0.0% Q2 2026 Aug 07, 2026
Navalign, LLC History No change 36,067 1,824 0.43% 0.43% 610 0 0.0% Q2 2026 Jul 27, 2026
GSG Advisors LLC History No change 36,080 1,824 0.4% 0.4% 611 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 35,914 1,816 0.15% 0.15% 612 0 0.0% Q2 2026 Jul 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 35,792 1,810 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 24, 2026
HUB Investment Partners, LLC History No change 35,378 1,789 0.03% 0.03% 614 0 0.0% Q2 2026 Jul 31, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 35,097 1,775 0.03% 0.03% 615 0 0.0% Q2 2026 Jul 15, 2026
FIRST NATIONAL BANK OF OMAHA History No change 34,986 1,771 0.05% 0.05% 616 0 0.0% Q2 2026 Aug 07, 2026
Evansbrook LLC History No change 34,960 1,768 1.05% 1.05% 617 0 0.0% Q2 2026 Aug 04, 2026
Brucke Financial, Inc. History No change 34,913 1,765 0.78% 0.78% 618 0 0.0% Q2 2026 Jul 21, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 34,812 1,760 0.36% 0.36% 619 0 0.0% Q2 2026 Jul 15, 2026
Pacific Point Advisors, LLC History No change 34,678 1,754 0.8% 0.8% 620 0 0.0% Q2 2026 Jul 24, 2026
Stone Summit Wealth LLC History No change 34,644 1,752 0.44% 0.44% 621 0 0.0% Q2 2026 Jul 23, 2026
Family Manage LLC History No change 34,602 1,750 0.18% 0.18% 622 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 34,235 1,731 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 34,164 1,728 0.26% 0.26% 624 0 0.0% Q2 2026 Jul 14, 2026
TENET WEALTH PARTNERS, LLC History No change 34,745 1,726 1.28% 1.28% 625 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 34,116 1,725 0.14% 0.14% 626 0 0.0% Q2 2026 Aug 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 34,086 1,724 0.6% 0.6% 627 0 0.0% Q2 2026 Jul 22, 2026
Agate Pass Investment Management, LLC History No change 33,989 1,719 0.63% 0.63% 628 0 0.0% Q2 2026 Jul 08, 2026
Carolina Wealth Management Inc History No change 33,876 1,713 0.79% 0.79% 629 0 0.0% Q2 2026 Aug 11, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 33,810 1,710 0.56% 0.56% 630 0 0.0% Q2 2026 Jul 16, 2026
Glass Jacobson Investment Advisors llc History No change 33,791 1,709 0.53% 0.53% 631 0 0.0% Q2 2026 Jul 30, 2026
SSA SWISS ADVISORS AG History No change 33,592 1,699 0.64% 0.64% 632 0 0.0% Q2 2026 Aug 05, 2026
SFMG, LLC History No change 33,561 1,697 0.1% 0.1% 633 0 0.0% Q2 2026 Aug 13, 2026
CURTIS WEALTH MANAGEMENT LLC History No change 33,144 1,676 1.42% 1.42% 634 0 0.0% Q2 2026 Aug 03, 2026
Sound Portfolio Advisors, LLC History No change 33,144 1,676 1.19% 1.19% 635 0 0.0% Q2 2026 Aug 06, 2026
McGlone Suttner Wealth Management, Inc. History No change 33,115 1,674 0.2% 0.2% 636 0 0.0% Q2 2026 Jul 21, 2026
W ADVISORS, LLC History No change 32,933 1,665 0.76% 0.76% 637 0 0.0% Q2 2026 Jul 31, 2026
Regal Investment Advisors LLC History No change 32,726 1,655 0.09% 0.09% 638 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 32,569 1,647 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 32,519 1,644 0.1% 0.1% 640 0 0.0% Q2 2026 Aug 04, 2026
Sepio Capital, LP History No change 32,488 1,643 0.08% 0.08% 641 0 0.0% Q2 2026 Jul 28, 2026
TSA Wealth Managment LLC History No change 32,489 1,643 0.46% 0.46% 642 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 32,457 1,641 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 14, 2026
Everhart Financial Group, Inc. History No change 32,128 1,625 0.1% 0.1% 644 0 0.0% Q2 2026 Jul 08, 2026
Greenspring Advisors, LLC History No change 31,971 1,617 0.09% 0.09% 645 0 0.0% Q2 2026 Aug 11, 2026
CWS Financial Advisors, LLC History No change 31,968 1,616 0.36% 0.36% 646 0 0.0% Q2 2026 Jul 30, 2026
Bernicke Wealth Management, Ltd. History No change 31,862 1,611 0.19% 0.19% 647 0 0.0% Q2 2026 Aug 11, 2026
Coastline Trust Co History Added to 33,933 1,607 0.15% 0.15% 648 +29 0.09% Q3 2026 Oct 01, 2026
GEN Financial Management, INC. History No change 31,765 1,606 0.96% 0.96% 649 0 0.0% Q2 2026 Jul 24, 2026
Evolution Wealth Advisors, LLC History No change 31,731 1,604 0.19% 0.19% 650 0 0.0% Q2 2026 Jul 29, 2026
LINCOLN CAPITAL CORP History No change 31,589 1,597 0.52% 0.52% 651 0 0.0% Q2 2026 Jul 16, 2026
EPIQ PARTNERS, LLC History No change 31,412 1,588 0.67% 0.67% 652 0 0.0% Q2 2026 Jul 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 31,280 1,582 0.12% 0.12% 653 0 0.0% Q2 2026 Aug 03, 2026
Hudson Oak Wealth Advisory LLC History No change 30,746 1,555 1.2% 1.2% 654 0 0.0% Q2 2026 Jul 21, 2026
Rare Wolf Capital LLC History No change 30,607 1,548 0.99% 0.99% 655 0 0.0% Q2 2026 Jul 23, 2026
Heritage Family Offices, LLP History No change 30,427 1,538 0.59% 0.59% 656 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 30,427 1,538 0.6% 0.6% 657 0 0.0% Q2 2026 Jul 06, 2026
Cyr Financial Inc. History No change 30,273 1,531 0.8% 0.8% 658 0 0.0% Q2 2026 Jul 20, 2026
INTEGRATED WEALTHCARE, LLC History No change 30,058 1,520 1.14% 1.14% 659 0 0.0% Q2 2026 Jul 24, 2026
LJI Wealth Management, LLC History No change 30,004 1,517 0.21% 0.21% 660 0 0.0% Q2 2026 Jul 31, 2026
Strategic Financial Services, Inc. History No change 29,650 1,499 0.07% 0.07% 661 0 0.0% Q2 2026 Aug 24, 2026
HighPoint Advisor Group LLC History No change 29,611 1,497 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History No change 29,584 1,496 0.1% 0.1% 663 0 0.0% Q2 2026 Jul 20, 2026
NorthCrest Asset Manangement, LLC History No change 29,697 1,493 0.04% 0.04% 664 0 0.0% Q2 2026 Jul 15, 2026
Oak Wealth Advisors LLC History No change 29,449 1,489 0.71% 0.71% 665 0 0.0% Q2 2026 Jul 22, 2026
Compass Planning Associates Inc History No change 29,364 1,485 0.8% 0.8% 666 0 0.0% Q2 2026 Jul 27, 2026
Intergy Private Wealth, LLC History No change 29,284 1,481 0.34% 0.34% 667 0 0.0% Q2 2026 Jul 17, 2026
SP Asset Management LLC History No change 29,292 1,481 0.12% 0.12% 668 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Management LLC History No change 29,248 1,479 1.19% 1.19% 669 0 0.0% Q2 2026 Aug 28, 2026
Breakwater Investment Management History No change 29,214 1,477 0.5% 0.5% 670 0 0.0% Q2 2026 Aug 06, 2026
Compass Ion Advisors, LLC History No change 29,080 1,470 0.13% 0.13% 671 0 0.0% Q2 2026 Aug 12, 2026
Advus Financial Partners, LLC History No change 28,889 1,461 0.42% 0.42% 672 0 0.0% Q2 2026 Oct 02, 2026
SmartHarvest Portfolios, LLC History No change 28,812 1,457 0.47% 0.47% 673 0 0.0% Q2 2026 Aug 04, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 28,767 1,455 0.22% 0.22% 674 0 0.0% Q2 2026 Jul 22, 2026
OPPENHEIMER & CO INC History No change 28,521 1,442 0.02% 0.02% 675 0 0.0% Q2 2026 Aug 03, 2026
Columbus Macro, LLC History No change 28,515 1,442 0.14% 0.14% 676 0 0.0% Q2 2026 Jul 22, 2026
Schwallier Wealth Management LLC History No change 28,517 1,442 0.91% 0.91% 677 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 28,320 1,432 0.24% 0.24% 678 0 0.0% Q2 2026 Jul 27, 2026
A4 Wealth Advisors LLC History No change 28,319 1,432 0.95% 0.95% 679 0 0.0% Q2 2026 Jul 28, 2026
HANOVER ADVISORS INC History No change 28,186 1,425 0.51% 0.51% 680 0 0.0% Q2 2026 Aug 12, 2026
Centurion Wealth Management LLC History No change 28,172 1,424 0.34% 0.34% 681 0 0.0% Q2 2026 Jul 09, 2026
Hoxton Planning & Management, LLC History No change 28,060 1,419 0.37% 0.37% 682 0 0.0% Q2 2026 Jul 16, 2026
Alhambra Investment Management LLC History No change 27,817 1,406 0.61% 0.61% 683 0 0.0% Q2 2026 Jul 16, 2026
BANK OF MONTREAL /CAN/ History No change 27,785 1,405 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 12, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 27,741 1,403 0.72% 0.72% 685 0 0.0% Q2 2026 Jul 20, 2026
Capital Group Private Client Services, Inc. History No change 27,699 1,401 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 12, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 27,855 1,398 1.23% 1.23% 687 0 0.0% Q2 2026 Jul 16, 2026
Clearview Wealth Management LLC History No change 27,366 1,384 0.89% 0.89% 688 0 0.0% Q2 2026 Jul 13, 2026
Coquina Private Wealth LLC History No change 27,233 1,377 0.94% 0.94% 689 0 0.0% Q2 2026 Jul 29, 2026
Crabel Capital Management, LLC History No change 27,144 1,372 1.0% 1.0% 690 0 0.0% Q2 2026 Aug 13, 2026
Cranbrook Wealth Management, LLC History No change 27,098 1,370 0.26% 0.26% 691 0 0.0% Q2 2026 Aug 06, 2026
Karpus Management, Inc. History No change 27,022 1,366 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 26,924 1,361 0.02% 0.02% 693 0 0.0% Q2 2026 Aug 05, 2026
Prosperity Planning, Inc. History No change 26,799 1,355 0.31% 0.31% 694 0 0.0% Q2 2026 Jul 10, 2026
Per Stirling Capital Management, LLC. History No change 26,772 1,354 0.13% 0.13% 695 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 26,741 1,352 0.13% 0.13% 696 0 0.0% Q2 2026 Jul 24, 2026
Bryn Mawr Trust Advisors, LLC History No change 26,652 1,348 0.06% 0.06% 697 0 0.0% Q2 2026 Aug 03, 2026
MISSION WEALTH MANAGEMENT, LP History No change 26,643 1,347 0.02% 0.02% 698 0 0.0% Q2 2026 Jul 20, 2026
ARS Wealth Advisors Group, LLC History No change 26,536 1,342 0.11% 0.11% 699 0 0.0% Q2 2026 Jul 16, 2026
Lansing Street Advisors History No change 26,461 1,338 0.28% 0.28% 700 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 26,352 1,332 0.05% 0.05% 701 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History No change 26,276 1,329 0.11% 0.11% 702 0 0.0% Q2 2026 Jul 15, 2026
BURLING WEALTH PARTNERS, LLC History No change 26,164 1,323 0.19% 0.19% 703 0 0.0% Q2 2026 Aug 04, 2026
EAGLE GLOBAL ADVISORS LLC History No change 26,050 1,317 0.04% 0.04% 704 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 26,036 1,316 0.03% 0.03% 705 0 0.0% Q2 2026 Aug 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 25,746 1,302 0.01% 0.01% 706 0 0.0% Q2 2026 Jul 17, 2026
Tenzing Financial LLC History No change 25,763 1,302 0.89% 0.89% 707 0 0.0% Q2 2026 Jul 09, 2026
HHM Wealth Advisors, LLC History No change 25,741 1,301 0.13% 0.13% 708 0 0.0% Q2 2026 Jul 13, 2026
Twele Capital Management, Inc. History No change 25,629 1,296 0.21% 0.21% 709 0 0.0% Q2 2026 Jul 14, 2026
FC Advisory LLC History Reduced 27,359 1,295 0.34% 0.42% 710 -3,986 -12.72% Q3 2026 Oct 05, 2026
Scott Capital Advisors, LLC History No change 25,459 1,287 0.2% 0.2% 711 0 0.0% Q2 2026 Jul 10, 2026
Signal Advisors Wealth, LLC History No change 25,349 1,282 0.06% 0.06% 712 0 0.0% Q2 2026 Aug 04, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 25,330 1,281 0.06% 0.06% 713 0 0.0% Q2 2026 Jul 20, 2026
Central Pacific Bank - Trust Division History No change 26,930 1,275 0.13% 0.14% 714 0 0.0% Q3 2026 Oct 05, 2026
Alliance Wealth Advisors, LLC History No change 25,000 1,264 0.41% 0.41% 715 0 0.0% Q2 2026 Jul 09, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 24,945 1,261 0.65% 0.65% 716 0 0.0% Q2 2026 Jul 22, 2026
GC Wealth Management RIA, LLC History No change 24,925 1,260 0.07% 0.07% 717 0 0.0% Q2 2026 Jul 16, 2026
Center for Financial Planning, Inc. History No change 24,849 1,256 0.12% 0.12% 718 0 0.0% Q2 2026 Jul 21, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 24,820 1,255 0.38% 0.38% 719 0 0.0% Q2 2026 Jul 21, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 24,791 1,253 0.13% 0.13% 720 0 0.0% Q2 2026 Jul 24, 2026
Human Investing LLC History No change 24,741 1,251 0.16% 0.16% 721 0 0.0% Q2 2026 Jul 21, 2026
Bouchey Financial Group, Ltd. History No change 24,709 1,249 0.08% 0.08% 722 0 0.0% Q2 2026 Jul 27, 2026
White Lighthouse Investment Management Inc. History No change 24,677 1,248 0.16% 0.16% 723 0 0.0% Q2 2026 Aug 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 24,515 1,239 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 14, 2026
STEVENS CAPITAL PARTNERS History No change 24,456 1,236 0.24% 0.24% 725 0 0.0% Q2 2026 Aug 07, 2026
Trilogy Capital Inc. History No change 24,312 1,229 0.05% 0.05% 726 0 0.0% Q2 2026 Jul 02, 2026
Pinnacle Bancorp, Inc. History No change 24,259 1,226 0.32% 0.32% 727 0 0.0% Q2 2026 Jul 28, 2026
Eldridge Investment Advisors, Inc. History No change 24,303 1,225 0.24% 0.24% 728 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 24,215 1,224 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 10, 2026
Opal Wealth Advisors, LLC History No change 24,145 1,221 0.26% 0.26% 730 0 0.0% Q2 2026 Jul 20, 2026
BLB&B Advisors, LLC History No change 24,130 1,220 0.04% 0.04% 731 0 0.0% Q2 2026 Aug 05, 2026
Bienville Capital Management, LLC History No change 24,050 1,216 0.16% 0.16% 732 0 0.0% Q2 2026 Aug 13, 2026
Veracity Capital LLC History No change 24,020 1,214 0.33% 0.33% 733 0 0.0% Q2 2026 Jul 10, 2026
5T Wealth, LLC History No change 23,989 1,213 0.45% 0.45% 734 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 23,977 1,212 0.05% 0.05% 735 0 0.0% Q2 2026 Jul 22, 2026
LCW Services, LLC History No change 23,938 1,210 0.53% 0.53% 736 0 0.0% Q2 2026 Jul 30, 2026
Cypress Wealth Services, LLC History No change 23,833 1,205 0.15% 0.15% 737 0 0.0% Q2 2026 Jul 10, 2026
Sierra Capital LLC History No change 23,830 1,205 0.12% 0.12% 738 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 23,803 1,203 0.03% 0.03% 739 0 0.0% Q2 2026 Aug 13, 2026
First Pacific Financial History No change 23,796 1,203 0.14% 0.14% 740 0 0.0% Q2 2026 Jul 20, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 23,780 1,202 0.3% 0.3% 741 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History No change 23,599 1,193 0.04% 0.04% 742 0 0.0% Q2 2026 Jul 07, 2026
Fiduciary Wealth Partners, LLC History No change 23,452 1,186 0.65% 0.65% 743 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 23,465 1,186 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 04, 2026
Prospera Capital Management, LLC History No change 23,348 1,180 0.37% 0.37% 745 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 23,323 1,179 0.06% 0.06% 746 0 0.0% Q2 2026 Jul 27, 2026
Wealth Alliance Advisory Group, LLC History No change 23,282 1,177 0.17% 0.17% 747 0 0.0% Q2 2026 Jul 23, 2026
XTX Topco Ltd History No change 23,232 1,175 0.02% 0.02% 748 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 23,144 1,170 0.08% 0.08% 749 0 0.0% Q2 2026 Aug 05, 2026
TriaGen Wealth Management LLC History No change 23,096 1,168 0.29% 0.29% 750 0 0.0% Q2 2026 Jul 21, 2026
Tenon Financial LLC History No change 23,085 1,167 0.38% 0.38% 751 0 0.0% Q2 2026 Jul 24, 2026
Rossby Financial, LCC History No change 23,019 1,164 0.21% 0.21% 752 0 0.0% Q2 2026 Aug 04, 2026
Root Financial Partners, LLC History No change 22,896 1,158 0.04% 0.04% 753 0 0.0% Q2 2026 Jul 29, 2026
Carter Financial Group, INC. History No change 22,799 1,153 0.6% 0.6% 754 0 0.0% Q2 2026 Jul 30, 2026
Breakwater Capital Group History No change 22,806 1,153 0.14% 0.14% 755 0 0.0% Q2 2026 Jul 08, 2026
Park Place Capital Corp History No change 22,772 1,151 0.18% 0.18% 756 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 22,642 1,145 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 24, 2026
CFO4Life Group, LLC History No change 22,647 1,145 0.15% 0.15% 758 0 0.0% Q2 2026 Aug 12, 2026
Perennial Advisors, LLC History No change 22,597 1,142 0.18% 0.18% 759 0 0.0% Q2 2026 Jul 13, 2026
Western Wealth Management, LLC History No change 22,565 1,141 0.04% 0.04% 760 0 0.0% Q2 2026 Aug 14, 2026
Navigate Wealth Management, LLC History No change 22,705 1,138 0.71% 0.71% 761 0 0.0% Q2 2026 Jul 23, 2026
XML Financial, LLC History No change 22,380 1,131 0.08% 0.08% 762 0 0.0% Q2 2026 Jul 24, 2026
Life Planning Partners, Inc History No change 22,291 1,127 0.84% 0.84% 763 0 0.0% Q2 2026 Jul 21, 2026
WealthShield Partners, LLC History No change 22,124 1,119 0.17% 0.17% 764 0 0.0% Q2 2026 Aug 12, 2026
Triad Wealth Partners, LLC History No change 22,571 1,117 0.07% 0.07% 765 0 0.0% Q2 2026 Aug 10, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 22,050 1,115 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 21,879 1,106 0.01% 0.01% 767 0 0.0% Q2 2026 Aug 03, 2026
Aletheian Wealth Advisors LLC History No change 21,809 1,103 0.47% 0.47% 768 0 0.0% Q2 2026 Jul 08, 2026
NORDEN GROUP LLC History No change 21,696 1,097 0.09% 0.09% 769 0 0.0% Q2 2026 Jul 29, 2026
BlackRock, Inc. History No change 21,675 1,096 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 07, 2026
Canopy Partners, LLC History No change 21,487 1,086 0.33% 0.33% 771 0 0.0% Q2 2026 Jul 22, 2026
Farrell Financial LLC History No change 21,488 1,086 0.59% 0.59% 772 0 0.0% Q2 2026 Jul 10, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 21,448 1,084 0.61% 0.61% 773 0 0.0% Q2 2026 Aug 05, 2026
Daybright Advisory Services, Inc. History No change 21,825 1,082 0.26% 0.26% 774 0 0.0% Q2 2026 Aug 04, 2026
Shakespeare Wealth Management, LLC History No change 21,338 1,079 0.29% 0.29% 775 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 21,283 1,076 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 14, 2026
Boyd Wealth Management, LLC History No change 21,259 1,075 0.41% 0.41% 777 0 0.0% Q2 2026 Jul 16, 2026
KRM WEALTH MANAGEMENT L.L.C. History No change 21,228 1,073 0.47% 0.47% 778 0 0.0% Q2 2026 Aug 07, 2026
PKS Advisory Services, LLC History No change 21,161 1,070 0.17% 0.17% 779 0 0.0% Q2 2026 Aug 04, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 21,144 1,069 0.1% 0.1% 780 0 0.0% Q2 2026 Jul 14, 2026
Donalies Financial Planning, LLC History No change 21,056 1,065 0.78% 0.78% 781 0 0.0% Q2 2026 Aug 06, 2026
Prospera Financial Services Inc History No change 20,962 1,060 0.02% 0.02% 782 0 0.0% Q2 2026 Jul 15, 2026
Aviance Capital Partners, LLC History No change 20,964 1,060 0.11% 0.11% 783 0 0.0% Q2 2026 Jul 30, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 20,949 1,059 0.34% 0.34% 784 0 0.0% Q2 2026 Jul 15, 2026
Apeiron RIA LLC History No change 20,672 1,046 0.27% 0.27% 785 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 20,371 1,030 0.12% 0.12% 786 0 0.0% Q2 2026 Jul 10, 2026
Columbia Bank History No change 20,330 1,028 0.23% 0.23% 787 0 0.0% Q2 2026 Jul 24, 2026
Legacy Financial Advisors, Inc. History No change 20,312 1,027 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 05, 2026
Carter Financial, LLC History No change 20,273 1,025 0.77% 0.77% 789 0 0.0% Q2 2026 Aug 13, 2026
LifeGoal Investments, LLC History No change 20,248 1,024 0.47% 0.47% 790 0 0.0% Q2 2026 Jul 08, 2026
Bristlecone Value Partners, LLC History No change 20,188 1,021 0.82% 0.82% 791 0 0.0% Q2 2026 Aug 13, 2026
Wolff Financial Management LLC History No change 20,147 1,019 0.2% 0.2% 792 0 0.0% Q2 2026 Jul 16, 2026
Evergreen Advisors, LLC History No change 20,050 1,014 0.22% 0.22% 793 0 0.0% Q2 2026 Aug 04, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 19,982 1,010 0.05% 0.05% 794 0 0.0% Q2 2026 Jul 08, 2026
Checchi Capital Advisers, LLC History No change 19,860 1,004 0.05% 0.05% 795 0 0.0% Q2 2026 Aug 04, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 19,840 1,003 0.12% 0.12% 796 0 0.0% Q2 2026 Aug 14, 2026
Occidental Asset Management, LLC History No change 19,836 1,003 0.1% 0.1% 797 0 0.0% Q2 2026 Aug 07, 2026
ABLE Financial Group, LLC History No change 19,726 997 0.17% 0.17% 798 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 19,636 993 0.36% 0.36% 799 0 0.0% Q2 2026 Jul 31, 2026
BDFS Capital LLC History No change 19,575 990 0.43% 0.43% 800 0 0.0% Q2 2026 Jul 15, 2026
Taylor Hoffman Capital Management LLC History No change 19,530 987 0.24% 0.24% 801 0 0.0% Q2 2026 Aug 11, 2026
Journey Beyond Wealth, LLC History No change 19,440 983 0.77% 0.77% 802 0 0.0% Q2 2026 Aug 05, 2026
Brio Consultants, LLC History No change 19,368 979 0.11% 0.11% 803 0 0.0% Q2 2026 Aug 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 19,220 972 0.08% 0.08% 804 0 0.0% Q2 2026 Jul 14, 2026
Revisor Wealth Management LLC History No change 19,230 972 0.23% 0.23% 805 0 0.0% Q2 2026 Jul 21, 2026
Kathmere Capital Management, LLC History No change 19,217 971 0.05% 0.05% 806 0 0.0% Q2 2026 Jul 29, 2026
Silver Coast Investments LLC History No change 19,195 970 0.29% 0.29% 807 0 0.0% Q2 2026 Jul 24, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 19,145 968 0.13% 0.13% 808 0 0.0% Q2 2026 Jul 20, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 19,040 963 1.47% 1.47% 809 0 0.0% Q2 2026 Jul 16, 2026
Seaside Wealth Management, Inc. History No change 19,021 962 0.24% 0.24% 810 0 0.0% Q2 2026 Aug 05, 2026
Revolve Wealth Partners, LLC History No change 18,980 960 0.1% 0.1% 811 0 0.0% Q2 2026 Jul 09, 2026
WPG Advisers, LLC History No change 18,914 956 0.56% 0.56% 812 0 0.0% Q2 2026 Aug 05, 2026
EPG Wealth Management LLC History No change 18,838 952 0.23% 0.23% 813 0 0.0% Q2 2026 Jul 28, 2026
Kastel Capital Advisors, LLC History No change 19,097 952 0.6% 0.6% 814 0 0.0% Q2 2026 Jul 09, 2026
StoneX Group Inc. History No change 18,806 951 0.04% 0.04% 815 0 0.0% Q2 2026 Aug 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 18,814 951 0.24% 0.24% 816 0 0.0% Q2 2026 Aug 07, 2026
Clearwater Capital Advisors, LLC History No change 18,732 947 0.07% 0.07% 817 0 0.0% Q2 2026 Aug 06, 2026
Integrity Advisory Solutions, LLC History No change 18,693 945 0.1% 0.1% 818 0 0.0% Q2 2026 Jul 31, 2026
MMA ASSET MANAGEMENT LLC History No change 18,649 943 0.3% 0.3% 819 0 0.0% Q2 2026 Aug 04, 2026
Frank, Rimerman Advisors LLC History No change 18,613 941 0.05% 0.05% 820 0 0.0% Q2 2026 Jul 27, 2026
Range Advisory, LLC History No change 18,478 934 0.11% 0.11% 821 0 0.0% Q2 2026 Sep 02, 2026
ELEVATE WEALTH ADVISORY, INC History No change 18,240 922 0.53% 0.53% 822 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 18,156 918 0.68% 0.68% 823 0 0.0% Q2 2026 Jul 31, 2026
Ballast Rock Private Wealth LLC History No change 18,130 917 0.42% 0.42% 824 0 0.0% Q2 2026 Aug 10, 2026
Factor Wealth Management LTD History No change 18,095 915 0.14% 0.14% 825 0 0.0% Q2 2026 Jul 07, 2026
Summit Asset Management, LLC History No change 18,008 910 0.12% 0.12% 826 0 0.0% Q2 2026 Aug 06, 2026
Hudock, Inc. History No change 17,929 906 0.12% 0.12% 827 0 0.0% Q2 2026 Jul 31, 2026
Andrews Advisory Associates, LLC History No change 17,585 889 0.43% 0.43% 828 0 0.0% Q2 2026 Jul 17, 2026
Copper Harbor Investment Advisors, LLC History No change 17,480 884 0.19% 0.19% 829 0 0.0% Q2 2026 Jul 23, 2026
Peak Retirement Planning, Inc. History No change 17,446 882 0.14% 0.14% 830 0 0.0% Q2 2026 Aug 10, 2026
Integrity Investment Advisors, LLC History No change 17,451 882 0.38% 0.38% 831 0 0.0% Q2 2026 Jul 21, 2026
MCF Advisors LLC History No change 17,423 881 0.03% 0.03% 832 0 0.0% Q2 2026 Aug 12, 2026
HORAN Wealth, LLC History No change 17,288 874 0.11% 0.11% 833 0 0.0% Q2 2026 Aug 26, 2026
Charles Schwab Trust Co History No change 17,211 870 0.05% 0.05% 834 0 0.0% Q2 2026 Jul 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 17,188 869 0.04% 0.04% 835 0 0.0% Q2 2026 Jul 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 17,199 869 0.01% 0.01% 836 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 17,153 867 0.04% 0.04% 837 0 0.0% Q2 2026 Jul 23, 2026
WESBANCO BANK INC History No change 17,096 864 0.02% 0.02% 838 0 0.0% Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History No change 17,057 862 0.47% 0.47% 839 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 16,905 855 0.06% 0.06% 840 0 0.0% Q2 2026 Aug 07, 2026
Apex Wealth Management, LLC History No change 16,799 849 0.52% 0.52% 841 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 16,777 848 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 16,784 848 0.09% 0.09% 843 0 0.0% Q2 2026 Aug 12, 2026
W.H. Cornerstone Investments Inc. History No change 16,698 844 0.48% 0.48% 844 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 16,510 835 0.02% 0.02% 845 0 0.0% Q2 2026 Aug 10, 2026
CHILTON INVESTMENT CO INC. History No change 16,460 832 0.02% 0.02% 846 0 0.0% Q2 2026 Aug 14, 2026
Blankinship & Foster, LLC History No change 16,400 829 0.17% 0.17% 847 0 0.0% Q2 2026 Jul 30, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 16,384 826 0.09% 0.09% 848 0 0.0% Q2 2026 Jul 07, 2026
Keener Financial Planning LLC History No change 16,301 824 0.29% 0.29% 849 0 0.0% Q2 2026 Jul 31, 2026
Ponta Wealth Partners, LLC History No change 16,298 824 0.44% 0.44% 850 0 0.0% Q2 2026 Aug 12, 2026
Cypress Point Wealth Management, LLC History No change 16,272 823 0.17% 0.17% 851 0 0.0% Q2 2026 Jul 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 17,363 822 0.16% 0.17% 852 +2,000 13.02% Q3 2026 Oct 05, 2026
Southland Equity Partners LLC History No change 16,209 819 0.14% 0.14% 853 0 0.0% Q2 2026 Jul 13, 2026
OMNI 360 Wealth, Inc. History No change 16,166 817 0.38% 0.38% 854 0 0.0% Q2 2026 Jul 13, 2026
PFG Investments, LLC History No change 16,127 815 0.03% 0.03% 855 0 0.0% Q2 2026 Jul 23, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 16,283 813 0.42% 0.42% 856 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 16,113 812 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 27, 2026
Horizons Wealth Management History New 17,103 809 0.5% — 859 +17,103 New Q3 2026 Oct 05, 2026
Keating Financial Advisory Services, Inc. History No change 16,013 809 0.11% 0.11% 858 0 0.0% Q2 2026 Aug 11, 2026
Archford Capital Strategies, LLC History No change 15,984 808 0.08% 0.08% 860 0 0.0% Q2 2026 Jul 17, 2026
Allegiance Financial Group Advisory Services LLC History No change 15,894 803 0.14% 0.14% 861 0 0.0% Q2 2026 Jul 27, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 15,707 794 0.28% 0.28% 862 0 0.0% Q2 2026 Jul 23, 2026
J. Derek Lewis & Associates Inc. History No change 15,704 794 0.15% 0.15% 863 0 0.0% Q2 2026 Jul 31, 2026
FLC Capital Advisors History No change 15,571 787 0.13% 0.13% 864 0 0.0% Q2 2026 Jul 20, 2026
SVRN Asset Management, LLC History No change 15,569 787 0.4% 0.4% 865 0 0.0% Q2 2026 Aug 14, 2026
Veridan Wealth LLC History No change 15,535 785 0.27% 0.27% 866 0 0.0% Q2 2026 Aug 10, 2026
Cedar Mountain Advisors, LLC History No change 15,516 784 0.14% 0.14% 867 0 0.0% Q2 2026 Jul 02, 2026
Mason Investment Advisory Services, Inc. History No change 15,449 781 0.03% 0.03% 868 0 0.0% Q2 2026 Aug 13, 2026
Tribridge Partners Financial LLC History No change 15,594 774 0.3% 0.3% 869 0 0.0% Q2 2026 Aug 04, 2026
Ascent Wealth Partners, LLC History No change 15,276 772 0.08% 0.08% 870 0 0.0% Q2 2026 Jul 31, 2026
Ariston Services Group History No change 15,279 772 0.43% 0.43% 871 0 0.0% Q2 2026 Jul 27, 2026
Peak Wealth Management LLC History No change 15,182 767 0.54% 0.54% 872 0 0.0% Q2 2026 Jul 14, 2026
Davis Wealth Advisors, LLC History No change 15,154 766 0.59% 0.59% 873 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 15,035 760 0.05% 0.05% 874 0 0.0% Q2 2026 Sep 04, 2026
Sigma Planning Corp History No change 14,973 757 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 07, 2026
Evernest Financial Advisors, LLC History No change 14,985 757 0.16% 0.16% 876 0 0.0% Q2 2026 Aug 05, 2026
Peregrine Asset Advisers, Inc. History No change 14,886 752 0.16% 0.16% 877 0 0.0% Q2 2026 Aug 10, 2026
Hassell Wealth Management, LLC History No change 14,903 749 0.23% 0.23% 878 0 0.0% Q2 2026 Jul 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 14,781 747 0.06% 0.06% 879 0 0.0% Q2 2026 Jul 16, 2026
Faithward Advisors, LLC History No change 14,783 747 0.09% 0.09% 880 0 0.0% Q2 2026 Aug 12, 2026
Acorn Wealth Advisors, LLC History No change 14,745 745 0.18% 0.18% 881 0 0.0% Q2 2026 Jul 30, 2026
CVA Family Office, LLC History No change 14,608 738 0.07% 0.07% 882 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Financial Group, Inc. History No change 14,544 735 0.11% 0.11% 883 0 0.0% Q2 2026 Jul 24, 2026
Hilltop Partners LLC History No change 14,512 734 0.18% 0.18% 884 0 0.0% Q2 2026 Aug 05, 2026
Roundview Capital LLC History No change 14,495 733 0.04% 0.04% 885 0 0.0% Q2 2026 Jul 30, 2026
Ryan Investment Management, Inc. History No change 14,501 733 0.33% 0.33% 886 0 0.0% Q2 2026 Jul 07, 2026
Englebert Financial Advisers, LLC History No change 14,414 729 0.72% 0.72% 887 0 0.0% Q2 2026 Jul 22, 2026
ROMAN BUTLER FULLERTON & CO History No change 14,414 724 0.17% 0.17% 888 0 0.0% Q2 2026 Aug 06, 2026
ADE, LLC History No change 14,212 718 0.3% 0.3% 889 0 0.0% Q2 2026 Aug 04, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 14,119 714 0.25% 0.25% 890 0 0.0% Q2 2026 Aug 11, 2026
Cassady Wealth & Retirement Planning, LLC History No change 14,128 714 0.33% 0.33% 891 0 0.0% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History No change 14,056 710 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 11, 2026
CAMDEN NATIONAL BANK History No change 13,989 707 0.09% 0.09% 893 0 0.0% Q2 2026 Jul 31, 2026
Sightline Wealth Advisors, LLC History No change 13,927 704 0.26% 0.26% 894 0 0.0% Q2 2026 Jul 22, 2026
Bravera Wealth History No change 13,934 704 0.27% 0.27% 895 0 0.0% Q2 2026 Jul 23, 2026
Embree Financial Group History No change 13,802 698 0.07% 0.07% 896 0 0.0% Q2 2026 Jul 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 13,730 694 0.04% 0.04% 897 0 0.0% Q2 2026 Jul 31, 2026
Polaris Investment Advisors, LLC History No change 13,705 693 0.44% 0.44% 898 0 0.0% Q2 2026 Jul 09, 2026
Bond & Devick Financial Network, Inc. History No change 13,649 690 0.17% 0.17% 899 0 0.0% Q2 2026 Jul 16, 2026
RED REEF ADVISORS LLC History No change 13,647 690 0.64% 0.64% 900 0 0.0% Q2 2026 Jul 23, 2026
Slow Capital, Inc. History No change 13,616 688 0.08% 0.08% 901 0 0.0% Q2 2026 Jul 22, 2026
Icon Wealth Advisors, LLC History No change 13,515 683 0.04% 0.04% 902 0 0.0% Q2 2026 Aug 05, 2026
Paladin Advisory Group, LLC History No change 13,466 681 0.45% 0.45% 903 0 0.0% Q2 2026 Jul 28, 2026
Caldwell Trust Co History No change 13,482 681 0.06% 0.06% 904 0 0.0% Q2 2026 Aug 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 13,449 680 0.39% 0.39% 905 0 0.0% Q2 2026 Aug 10, 2026
Midwest Financial Partners Investments, Inc. History No change 13,434 679 0.28% 0.28% 906 0 0.0% Q2 2026 Jul 15, 2026
Total Clarity Wealth Management, Inc. History No change 13,417 678 0.13% 0.13% 907 0 0.0% Q2 2026 Jul 23, 2026
Berman McAleer LLC History No change 13,321 673 0.08% 0.08% 908 0 0.0% Q2 2026 Jul 16, 2026
FF Advisors,LLC History No change 13,273 671 0.25% 0.25% 909 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Asset Management, LLC History No change 13,252 670 0.06% 0.06% 910 0 0.0% Q2 2026 Aug 11, 2026
Benchmark Financial, LLC History No change 13,237 669 0.55% 0.55% 911 0 0.0% Q2 2026 Jul 21, 2026
OneAscent Financial Services LLC History No change 13,183 666 0.03% 0.03% 912 0 0.0% Q2 2026 Aug 11, 2026
Lebenthal Global Advisors, LLC History No change 13,181 666 0.09% 0.09% 913 0 0.0% Q2 2026 Jul 30, 2026
Jackson, Grant Investment Advisers, Inc. History No change 13,139 664 0.21% 0.21% 914 0 0.0% Q2 2026 Jul 31, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 13,073 661 0.16% 0.16% 915 0 0.0% Q2 2026 Jul 09, 2026
WCG Wealth Advisors LLC History No change 13,033 659 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 13,043 659 0.04% 0.04% 917 0 0.0% Q2 2026 Aug 05, 2026
Keel Point, LLC History No change 12,997 657 0.04% 0.04% 918 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 12,994 657 0.02% 0.02% 919 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 12,947 654 0.06% 0.06% 920 0 0.0% Q2 2026 Jul 22, 2026
Hyundai Investments Co., Ltd. History No change 12,923 654 0.71% 0.71% 921 0 0.0% Q2 2026 Aug 14, 2026
WEST MICHIGAN ADVISORS, LLC History No change 12,946 654 0.12% 0.12% 922 0 0.0% Q2 2026 Aug 21, 2026
Johnson Bixby & Associates, LLC History No change 12,919 653 0.07% 0.07% 923 0 0.0% Q2 2026 Jul 16, 2026
HT Partners LLC History No change 12,904 652 0.18% 0.18% 924 0 0.0% Q2 2026 Jul 16, 2026
COOPERMAN LEON G History No change 12,876 651 0.02% 0.02% 925 0 0.0% Q2 2026 Aug 14, 2026
Westshore Wealth, LLC History No change 12,876 651 0.2% 0.2% 926 0 0.0% Q2 2026 Aug 10, 2026
NewSquare Capital LLC History No change 12,832 649 0.05% 0.05% 927 0 0.0% Q2 2026 Jul 28, 2026
Stordahl Capital Management, Inc. History No change 12,843 649 0.12% 0.12% 928 0 0.0% Q2 2026 Jul 14, 2026
Brand Asset Management Group, Inc. History No change 12,813 648 0.14% 0.14% 929 0 0.0% Q2 2026 Aug 12, 2026
PLANNING DIRECTIONS INC History No change 12,746 644 0.3% 0.3% 930 0 0.0% Q2 2026 Aug 10, 2026
Horizon Investments, LLC History No change 12,719 639 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 13, 2026
Haven Private, LLC History No change 12,650 639 0.24% 0.24% 932 0 0.0% Q2 2026 Jul 28, 2026
Core Wealth Advisors, Inc. History No change 12,601 637 0.13% 0.13% 933 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Strategies, LLC History No change 12,602 637 0.31% 0.31% 934 0 0.0% Q2 2026 Aug 07, 2026
Lynx Investment Advisory History No change 12,605 637 0.21% 0.21% 935 0 0.0% Q2 2026 Jul 27, 2026
Crews Bank & Trust History No change 12,565 635 0.08% 0.08% 936 0 0.0% Q2 2026 Jul 16, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 12,472 631 0.07% 0.07% 937 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 12,487 631 0.03% 0.03% 938 0 0.0% Q2 2026 Jul 27, 2026
Chris Bulman Inc History No change 12,484 631 0.23% 0.23% 939 0 0.0% Q2 2026 Jul 22, 2026
Neumann Capital Management, LLC History No change 12,436 629 0.42% 0.42% 940 0 0.0% Q2 2026 Jul 10, 2026
Symmetry Partners, LLC History No change 12,425 628 0.03% 0.03% 941 0 0.0% Q2 2026 Jul 23, 2026
Nuveen, LLC History No change 12,394 626 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 11, 2026
Serenity Investment Advisors History No change 12,605 624 0.27% 0.27% 943 0 0.0% Q2 2026 Aug 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 12,274 620 0.05% 0.05% 944 0 0.0% Q2 2026 Jul 27, 2026
PFW Advisors LLC History No change 12,140 614 0.18% 0.18% 945 0 0.0% Q2 2026 Jul 13, 2026
VICTORY FINANCIAL GROUP, LLC History No change 12,102 612 0.06% 0.06% 946 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Advisors LLC History No change 12,167 611 0.52% 0.52% 947 0 0.0% Q2 2026 Aug 07, 2026
Sheridan Capital Management, LLC History No change 12,050 609 0.29% 0.29% 948 0 0.0% Q2 2026 Aug 07, 2026
M. Kulyk & Associates, LLC History No change 11,966 605 0.1% 0.1% 949 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 11,943 604 0.02% 0.02% 950 0 0.0% Q2 2026 Aug 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 11,969 604 0.04% 0.04% 951 0 0.0% Q2 2026 Jul 22, 2026
Global Wealth Strategies & Associates History New 12,701 601 0.11% — 953 +12,701 New Q3 2026 Oct 01, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 11,895 601 0.05% 0.05% 952 0 0.0% Q2 2026 Jul 28, 2026
WEALTHGARDEN F.S. LLC History No change 11,845 599 0.34% 0.34% 954 0 0.0% Q2 2026 Jul 31, 2026
4WEALTH ADVISORS, INC. History No change 11,802 597 0.46% 0.46% 955 0 0.0% Q2 2026 Jul 17, 2026
Synergy Investment Management, LLC History No change 11,936 596 0.14% 0.14% 956 0 0.0% Q2 2026 Aug 14, 2026
ShoreHaven Wealth Partners, LLC History No change 11,783 595 0.19% 0.19% 957 0 0.0% Q2 2026 Jul 14, 2026
FIRST MERCHANTS CORP History No change 11,750 594 0.02% 0.02% 958 0 0.0% Q2 2026 Jul 15, 2026
Nicholas Hoffman & Company, LLC. History No change 11,729 593 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 11,722 592 0.01% 0.01% 960 0 0.0% Q2 2026 Aug 06, 2026
Astoria Portfolio Advisors LLC. History No change 11,711 592 0.1% 0.1% 961 0 0.0% Q2 2026 Jul 28, 2026
Carrera Capital Advisors History No change 11,720 592 0.09% 0.09% 962 0 0.0% Q2 2026 Aug 03, 2026
Northstar Group, Inc. History No change 11,688 591 0.08% 0.08% 963 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 11,682 590 0.08% 0.08% 964 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 11,593 586 0.19% 0.19% 965 0 0.0% Q2 2026 Aug 04, 2026
Jordan Park Trust Co LLC History No change 11,604 586 0.41% 0.41% 966 0 0.0% Q2 2026 Jul 27, 2026
Keystone Wealth Services, LLC History No change 11,529 583 0.11% 0.11% 967 0 0.0% Q2 2026 Aug 05, 2026
FSM Wealth Advisors, LLC History No change 11,539 583 0.06% 0.06% 968 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 11,500 581 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 11,497 581 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 11,473 579 0.27% 0.27% 971 0 0.0% Q2 2026 Aug 17, 2026
BFSG, LLC History No change 11,402 576 0.05% 0.05% 972 0 0.0% Q2 2026 Jul 20, 2026
Valley Financial Group, Inc. History No change 11,351 574 0.28% 0.28% 973 0 0.0% Q2 2026 Aug 14, 2026
Balance Wealth Partners LLC History No change 11,313 572 0.15% 0.15% 974 0 0.0% Q2 2026 Jul 21, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 11,248 568 0.03% 0.03% 975 0 0.0% Q2 2026 Jul 28, 2026
LM Advisors LLC History No change 11,155 565 0.07% 0.07% 976 0 0.0% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,143 563 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 11,055 559 0.01% 0.01% 978 0 0.0% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History No change 11,049 558 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 11,037 558 0.07% 0.07% 980 0 0.0% Q2 2026 Jul 27, 2026
Latitude Advisors, LLC History No change 11,039 558 0.22% 0.22% 981 0 0.0% Q2 2026 Jul 27, 2026
Quadrature Capital Ltd History No change 11,014 557 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 06, 2026
Barnes Wealth Management Group, Inc History No change 11,028 557 0.26% 0.26% 983 0 0.0% Q2 2026 Jul 24, 2026
IF Advisors, LLC History No change 11,000 556 0.37% 0.37% 984 0 0.0% Q2 2026 Aug 13, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 10,976 555 0.23% 0.23% 985 0 0.0% Q2 2026 Jul 15, 2026
Patriot Financial Group Insurance Agency, LLC History No change 10,968 554 0.06% 0.06% 986 0 0.0% Q2 2026 Jul 16, 2026
SouthState Bank Corp History No change 10,934 553 0.02% 0.02% 987 0 0.0% Q2 2026 Aug 06, 2026
Brookmont Capital Management History No change 10,944 553 0.3% 0.3% 988 0 0.0% Q2 2026 Jul 24, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 10,882 550 0.07% 0.07% 989 0 0.0% Q2 2026 Jul 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 10,848 548 0.0% 0.0% 990 0 0.0% Q2 2026 Aug 13, 2026
Pacific Park Financial, Inc. History No change 10,846 548 0.32% 0.32% 991 0 0.0% Q2 2026 Jul 21, 2026
Broussard Financial Group LLC History No change 10,801 546 0.44% 0.44% 992 0 0.0% Q2 2026 Jul 27, 2026
Holos Integrated Wealth LLC History No change 10,800 544 0.25% 0.25% 993 0 0.0% Q2 2026 Jul 15, 2026
Hyposwiss Advisors SA History No change 10,736 543 0.51% 0.51% 994 0 0.0% Q2 2026 Jul 21, 2026
Magnolia Private Wealth, LLC History No change 10,650 538 0.3% 0.3% 995 0 0.0% Q2 2026 Aug 05, 2026
WFA of San Diego, LLC History No change 10,746 536 0.44% 0.44% 996 0 0.0% Q2 2026 Aug 14, 2026
Innovative Asset Advisors Group, LLC History No change 10,609 536 0.23% 0.23% 997 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 10,581 535 0.01% 0.01% 998 0 0.0% Q2 2026 Aug 05, 2026
SpringVest Wealth Management LLC History No change 10,585 535 0.34% 0.34% 999 0 0.0% Q2 2026 Jul 22, 2026
KINTRA WEALTH, LLC History No change 10,681 533 0.03% 0.03% 1000 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History No change 10,454 528 0.17% 0.17% 1001 0 0.0% Q2 2026 Jul 08, 2026
Neuberger Berman Group LLC History No change 10,418 526 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 13, 2026
Trellis Wealth Advisors LLC History No change 10,409 526 0.18% 0.18% 1003 0 0.0% Q2 2026 Jul 15, 2026
Veery Capital, LLC History Reduced 11,055 523 0.14% 0.21% 1004 -4,294 -27.98% Q3 2026 Oct 07, 2026
3 FACTOR INDEXING, LLC History No change 10,315 521 0.44% 0.44% 1005 0 0.0% Q2 2026 Jul 08, 2026
Hobbs Group Advisors, LLC History No change 10,255 518 0.14% 0.14% 1006 0 0.0% Q2 2026 Aug 13, 2026
Boxwood Ventures, Inc. History No change 10,190 515 0.31% 0.31% 1007 0 0.0% Q2 2026 Aug 12, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 10,127 512 0.18% 0.18% 1008 0 0.0% Q2 2026 Jul 21, 2026
LOWE BROCKENBROUGH & CO INC History No change 10,100 510 0.02% 0.02% 1009 0 0.0% Q2 2026 Aug 03, 2026
Curbstone Financial Management Corp History No change 10,050 508 0.09% 0.09% 1010 0 0.0% Q2 2026 Jul 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 9,910 501 0.35% 0.35% 1011 0 0.0% Q2 2026 Jul 27, 2026
CROBAN History No change 9,895 500 0.22% 0.22% 1012 0 0.0% Q2 2026 Aug 03, 2026
Cedarwood Wealth LLC History No change 9,905 500 0.38% 0.38% 1013 0 0.0% Q2 2026 Jul 23, 2026
CWA Asset Management Group, LLC History No change 9,846 498 0.02% 0.02% 1014 0 0.0% Q2 2026 Jul 14, 2026
Inspire Advisors, LLC History No change 9,855 498 0.03% 0.03% 1015 0 0.0% Q2 2026 Aug 13, 2026
Atlas Legacy Advisors, LLC History No change 9,847 498 0.07% 0.07% 1016 0 0.0% Q2 2026 Jul 31, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 9,827 497 0.39% 0.39% 1017 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 9,834 497 0.05% 0.05% 1018 0 0.0% Q2 2026 Aug 13, 2026
Cannon Wealth Management Services, LLC History No change 9,777 494 0.27% 0.27% 1019 0 0.0% Q2 2026 Aug 11, 2026
UPTICK PARTNERS, LLC History No change 9,753 493 0.08% 0.08% 1020 0 0.0% Q2 2026 Aug 10, 2026
Procyon Advisors, LLC History No change 9,737 492 0.02% 0.02% 1021 0 0.0% Q2 2026 Jul 09, 2026
Advisory Alpha, LLC History No change 9,698 490 0.01% 0.01% 1022 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,652 488 0.03% 0.03% 1023 0 0.0% Q2 2026 Aug 04, 2026
MIDDLETON & CO INC/MA History No change 9,600 485 0.05% 0.05% 1024 0 0.0% Q2 2026 Aug 10, 2026
Hummer Financial Advisory Services Inc History No change 9,600 485 0.32% 0.32% 1025 0 0.0% Q2 2026 Jul 07, 2026
EnRich Financial Partners LLC History No change 9,475 479 0.11% 0.11% 1026 0 0.0% Q2 2026 Jul 27, 2026
BIRCH FINANCIAL GROUP, LLC History No change 9,485 479 0.25% 0.25% 1027 0 0.0% Q2 2026 Jul 15, 2026
ARWA LLC History No change 9,552 479 0.2% 0.2% 1028 0 0.0% Q2 2026 Jul 24, 2026
Krilogy Financial LLC History No change 9,439 477 0.01% 0.01% 1029 0 0.0% Q2 2026 Jul 27, 2026
Walkner Condon Financial Advisors LLC History No change 9,410 475 0.05% 0.05% 1030 0 0.0% Q2 2026 Jul 27, 2026
ANCHYRA PARTNERS LLC History No change 9,405 475 0.11% 0.11% 1031 0 0.0% Q2 2026 Jul 23, 2026
HCR Wealth Advisors History No change 9,334 472 0.04% 0.04% 1032 0 0.0% Q2 2026 Jul 13, 2026
MAYPORT, LLC History No change 9,338 472 0.07% 0.07% 1033 0 0.0% Q2 2026 Aug 07, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 9,277 469 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 9,275 469 0.01% 0.01% 1035 0 0.0% Q2 2026 Aug 13, 2026
Avestar Capital, LLC History No change 9,227 466 0.03% 0.03% 1036 0 0.0% Q2 2026 Jul 29, 2026
Quantum Financial Planning Services, Inc. History No change 9,145 462 0.14% 0.14% 1037 0 0.0% Q2 2026 Jul 15, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 9,129 461 0.11% 0.11% 1038 0 0.0% Q2 2026 Jul 28, 2026
Traveka Wealth, LLC History No change 9,121 461 0.15% 0.15% 1039 0 0.0% Q2 2026 Jul 21, 2026
LANDAAS & CO /WI /ADV History No change 9,101 460 0.08% 0.08% 1040 0 0.0% Q2 2026 Jul 21, 2026
Ellis Investment Partners, LLC History No change 9,042 457 0.07% 0.07% 1041 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 9,030 456 0.09% 0.09% 1042 0 0.0% Q2 2026 Aug 13, 2026
New Insight Wealth Advisors History No change 9,028 456 0.13% 0.13% 1043 0 0.0% Q2 2026 Jul 27, 2026
Global Wealth Management Investment Advisory, Inc. History No change 8,977 454 0.06% 0.06% 1044 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 8,918 451 0.02% 0.02% 1045 0 0.0% Q2 2026 Jul 24, 2026
Narus Financial Partners, LLC History No change 8,864 448 0.12% 0.12% 1046 0 0.0% Q2 2026 Jul 31, 2026
APPLETON PARTNERS INC/MA History No change 8,765 443 0.03% 0.03% 1047 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 8,764 443 0.03% 0.03% 1048 0 0.0% Q2 2026 Jul 20, 2026
L. Roy Papp & Associates, LLP History No change 8,668 438 0.05% 0.05% 1049 0 0.0% Q2 2026 Jul 23, 2026
Verdence Capital Advisors LLC History No change 8,617 435 0.02% 0.02% 1050 0 0.0% Q2 2026 Jul 29, 2026
RMR Wealth Builders History No change 8,611 435 0.03% 0.03% 1051 0 0.0% Q2 2026 Jul 24, 2026
NWF Advisory Services Inc. History No change 8,614 435 0.04% 0.04% 1052 0 0.0% Q2 2026 Jul 29, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 8,559 432 0.28% 0.28% 1053 0 0.0% Q2 2026 Jul 28, 2026
FFT WEALTH MANAGEMENT LLC History No change 8,394 424 0.07% 0.07% 1054 0 0.0% Q2 2026 Jul 27, 2026
Morton Brown Family Wealth, LLC History No change 8,397 424 0.1% 0.1% 1055 0 0.0% Q2 2026 Jul 21, 2026
Burk Holdings LLC History No change 8,402 424 0.16% 0.16% 1056 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,366 423 0.01% 0.01% 1057 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,911 422 0.01% 0.01% 1058 -14 -0.16% Q3 2026 Oct 05, 2026
Clear Creek Financial Management, LLC History No change 8,331 421 0.03% 0.03% 1059 0 0.0% Q2 2026 Jul 27, 2026
Heritage Wealth Management, Inc. History No change 8,265 418 0.1% 0.1% 1060 0 0.0% Q2 2026 Jul 28, 2026
Artesa Financial Group, LLC History No change 8,270 418 0.36% 0.36% 1061 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Group History No change 8,225 416 0.02% 0.02% 1062 0 0.0% Q2 2026 Jul 29, 2026
Realta Investment Advisors History No change 8,180 413 0.13% 0.13% 1063 0 0.0% Q2 2026 Jul 20, 2026
BCR Wealth Strategies, LLC History No change 8,130 411 0.12% 0.12% 1064 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History No change 8,087 409 0.02% 0.02% 1065 0 0.0% Q2 2026 Jul 14, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 8,085 408 0.05% 0.05% 1066 0 0.0% Q2 2026 Jul 29, 2026
Rothschild Wealth LLC History No change 8,072 408 0.03% 0.03% 1067 0 0.0% Q2 2026 Aug 11, 2026
Long Island Wealth Management, Inc. History No change 8,051 407 0.17% 0.17% 1068 0 0.0% Q2 2026 Aug 07, 2026
Shepherd Street Advisors LLC History No change 8,085 405 0.36% 0.36% 1069 0 0.0% Q2 2026 Jul 24, 2026
Tandem Financial, LLC History No change 7,969 403 0.12% 0.12% 1070 0 0.0% Q2 2026 Aug 13, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 7,955 402 0.28% 0.28% 1071 0 0.0% Q2 2026 Jul 29, 2026
CATALYST PRIVATE WEALTH, LLC History No change 7,895 399 0.19% 0.19% 1072 0 0.0% Q2 2026 Jul 21, 2026
Navigoe, LLC History No change 7,871 398 0.21% 0.21% 1073 0 0.0% Q2 2026 Jul 31, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 7,811 395 0.12% 0.12% 1074 0 0.0% Q2 2026 Jul 22, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 7,802 394 0.03% 0.03% 1075 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 7,755 392 0.05% 0.05% 1076 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 7,600 384 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 10, 2026
Roan Capital Partners History No change 7,585 383 0.32% 0.32% 1078 0 0.0% Q2 2026 Jul 08, 2026
Axis Wealth Partners, LLC History No change 7,569 382 0.18% 0.18% 1079 0 0.0% Q2 2026 Jul 28, 2026
JB Capital LLC History No change 7,540 381 0.01% 0.01% 1080 0 0.0% Q2 2026 Jul 29, 2026
Northland Capital Management LLC History No change 7,527 380 0.2% 0.2% 1081 0 0.0% Q2 2026 Jul 21, 2026
Kane Co Wealth Management, Inc. History No change 7,500 379 0.29% 0.29% 1082 0 0.0% Q2 2026 Jul 28, 2026
PATRON PARTNERS, LLC History No change 7,484 378 0.15% 0.15% 1083 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 7,464 377 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 22, 2026
Hershey Financial Advisers, LLC History No change 7,466 377 0.27% 0.27% 1085 0 0.0% Q2 2026 Aug 11, 2026
IRON Financial LLC History No change 7,416 375 0.15% 0.15% 1086 0 0.0% Q2 2026 Jul 22, 2026
True North Advisors, LLC History No change 7,430 375 0.04% 0.04% 1087 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Nebraska History No change 7,397 374 0.03% 0.03% 1088 0 0.0% Q2 2026 Jul 27, 2026
Nilsine Partners, LLC History No change 7,349 371 0.03% 0.03% 1089 0 0.0% Q2 2026 Jul 24, 2026
Erickson Financial Group, LLC History No change 7,261 367 0.2% 0.2% 1090 0 0.0% Q2 2026 Jul 27, 2026
Granite Bay Wealth Management, LLC History No change 7,224 365 0.03% 0.03% 1091 0 0.0% Q2 2026 Aug 14, 2026
Wood Tarver Financial Group, LLC History No change 7,232 365 0.09% 0.09% 1092 0 0.0% Q2 2026 Aug 13, 2026
COFG Advisors, LLC History No change 7,232 365 0.06% 0.06% 1093 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 7,200 364 0.02% 0.02% 1094 0 0.0% Q2 2026 Aug 13, 2026
Christensen, King & Associates Investment Services, Inc. History No change 7,208 364 0.14% 0.14% 1095 0 0.0% Q2 2026 Jul 14, 2026
Kirkwood Financial Services History No change 7,167 362 0.1% 0.1% 1096 0 0.0% Q2 2026 Aug 25, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 7,159 362 0.09% 0.09% 1097 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 7,173 362 0.24% 0.24% 1098 0 0.0% Q2 2026 Aug 10, 2026
Progressive Investment Management Corp History No change 7,123 360 0.08% 0.08% 1099 0 0.0% Q2 2026 Aug 04, 2026
Strategic Wealth Partners, Ltd. History No change 7,101 359 0.02% 0.02% 1100 0 0.0% Q2 2026 Aug 12, 2026
MEMBERS WEALTH LLC History No change 7,060 357 0.2% 0.2% 1101 0 0.0% Q2 2026 Jul 09, 2026
Wayfinding Financial, LLC History No change 6,999 354 0.13% 0.13% 1102 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 6,986 353 0.0% 0.0% 1103 0 0.0% Q2 2026 Aug 13, 2026
Nabity-Jensen Investment Management Inc History No change 6,977 352 0.22% 0.22% 1104 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 6,927 350 0.02% 0.02% 1105 0 0.0% Q2 2026 Aug 11, 2026
Next Level Wealth Planning, LLC History No change 6,926 350 0.15% 0.15% 1106 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 6,845 346 0.16% 0.16% 1107 0 0.0% Q2 2026 Jul 30, 2026
Magnus Financial Group LLC History No change 6,812 344 0.02% 0.02% 1108 0 0.0% Q2 2026 Jul 09, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 6,808 344 0.09% 0.09% 1109 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 6,820 344 0.08% 0.08% 1110 0 0.0% Q2 2026 Aug 10, 2026
SUTTON PLACE INVESTORS LLC History No change 6,797 343 0.17% 0.17% 1111 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,779 342 0.02% 0.02% 1112 0 0.0% Q2 2026 Aug 06, 2026
Olde Wealth Management, LLC History No change 6,765 342 0.1% 0.1% 1113 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 6,746 341 0.1% 0.1% 1114 0 0.0% Q2 2026 Jul 14, 2026
Maridea Wealth Management LLC History No change 6,739 340 0.04% 0.04% 1115 0 0.0% Q2 2026 Aug 06, 2026
Graetz Wealth LLC History No change 6,699 338 0.27% 0.27% 1116 0 0.0% Q2 2026 Aug 13, 2026
Carl P. Sherr & Co., LLC History No change 6,675 337 0.14% 0.14% 1117 0 0.0% Q2 2026 Jul 31, 2026
Westfuller Advisors, LLC History No change 6,653 336 0.12% 0.12% 1118 0 0.0% Q2 2026 Jul 29, 2026
JMG Financial Group, Ltd. History No change 6,628 335 0.01% 0.01% 1119 0 0.0% Q2 2026 Jul 31, 2026
Brookwood Investment Group LLC History No change 6,574 332 0.04% 0.04% 1120 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON SECURITIES CORP. History No change 6,510 329 0.14% 0.14% 1121 0 0.0% Q2 2026 Jul 07, 2026
Whalen Wealth Management Inc. History No change 6,495 328 0.15% 0.15% 1122 0 0.0% Q2 2026 Aug 13, 2026
Mason & Associates Inc History No change 6,492 328 0.05% 0.05% 1123 0 0.0% Q2 2026 Jul 23, 2026
First Citizens Financial Corp History Reduced 6,912 327 0.14% 0.24% 1124 -4,240 -38.02% Q3 2026 Oct 02, 2026
Lifeworks Advisors, LLC History No change 6,434 325 0.03% 0.03% 1125 0 0.0% Q2 2026 Aug 14, 2026
Hayek Kallen Investment Management History No change 6,407 324 0.1% 0.1% 1126 0 0.0% Q2 2026 Aug 17, 2026
Provenance Wealth Advisors, LLC History No change 6,421 324 0.03% 0.03% 1127 0 0.0% Q2 2026 Jul 24, 2026
Legacy Capital Wealth Partners, LLC History No change 6,398 323 0.06% 0.06% 1128 0 0.0% Q2 2026 Aug 12, 2026
SAGE RHINO CAPITAL LLC History No change 6,394 323 0.05% 0.05% 1129 0 0.0% Q2 2026 Aug 03, 2026
Accurate Wealth Management, LLC History No change 6,432 323 0.03% 0.03% 1130 0 0.0% Q2 2026 Jul 14, 2026
CULTIVAR CAPITAL, INC. History No change 6,375 322 0.21% 0.21% 1131 0 0.0% Q2 2026 Jul 07, 2026
Sterling Wealth Management, Inc. History No change 6,369 322 0.08% 0.08% 1132 0 0.0% Q2 2026 Jul 30, 2026
Bill Few Associates, Inc. History No change 6,334 320 0.07% 0.07% 1133 0 0.0% Q2 2026 Jul 07, 2026
Belpointe Asset Management LLC History No change 6,305 318 0.01% 0.01% 1134 0 0.0% Q2 2026 Jul 31, 2026
FIRST TRUST ADVISORS LP History No change 6,252 316 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 6,261 316 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 6,255 316 0.13% 0.13% 1137 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 6,207 313 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 14, 2026
GDS Wealth Management History No change 6,198 313 0.01% 0.01% 1139 0 0.0% Q2 2026 Aug 13, 2026
BlueChip Wealth Advisors LLC History No change 6,200 313 0.12% 0.12% 1140 0 0.0% Q2 2026 Jul 30, 2026
Summit Wealth Partners, LLC History No change 6,196 313 0.04% 0.04% 1141 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,190 313 0.06% 0.06% 1142 0 0.0% Q2 2026 Jul 22, 2026
Net Worth Advisory Group History No change 6,163 311 0.08% 0.08% 1143 0 0.0% Q2 2026 Jul 13, 2026
Shah Wealth Advisors, LLC History No change 6,151 311 0.07% 0.07% 1144 0 0.0% Q2 2026 Aug 07, 2026
Falcon Wealth Planning History No change 6,130 310 0.02% 0.02% 1145 0 0.0% Q2 2026 Jul 13, 2026
Moors & Cabot, Inc. History No change 6,117 309 0.01% 0.01% 1146 0 0.0% Q2 2026 Aug 10, 2026
American Financial Advisors, LLC History No change 6,023 304 0.04% 0.04% 1147 0 0.0% Q2 2026 Jul 14, 2026
DecisionMap Wealth Management, LLC History No change 6,017 304 0.17% 0.17% 1148 0 0.0% Q2 2026 Jul 21, 2026
Wealth Management Associates, Inc. History No change 6,022 304 0.08% 0.08% 1149 0 0.0% Q2 2026 Jul 21, 2026
Activest Wealth Management History No change 6,000 303 0.06% 0.06% 1150 0 0.0% Q2 2026 Jul 16, 2026
MB Generational Wealth, LLC History No change 6,008 303 0.15% 0.15% 1151 0 0.0% Q2 2026 Jul 31, 2026
Trinity Wealth Management, LLC History No change 5,974 302 0.1% 0.1% 1152 0 0.0% Q2 2026 Jul 07, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 5,977 302 0.08% 0.08% 1153 0 0.0% Q2 2026 Jul 16, 2026
Leverty Financial Group, LLC History No change 5,974 302 0.06% 0.06% 1154 0 0.0% Q2 2026 Jul 10, 2026
Paragon Advisors, LLC History No change 5,960 301 0.06% 0.06% 1155 0 0.0% Q2 2026 Jul 29, 2026
Rise Advisors, LLC History No change 5,958 301 0.08% 0.08% 1156 0 0.0% Q2 2026 Jul 10, 2026
Bell Investment Advisors, Inc History No change 5,968 301 0.04% 0.04% 1157 0 0.0% Q2 2026 Aug 06, 2026
Global Financial Private Client, LLC History No change 5,968 301 0.08% 0.08% 1158 0 0.0% Q2 2026 Jul 20, 2026
Portfolio Resources Advisor Group, Inc. History No change 6,045 301 0.25% 0.25% 1159 0 0.0% Q2 2026 Jul 29, 2026
Pandowealth. LLC History No change 5,952 301 0.25% 0.25% 1160 0 0.0% Q2 2026 Aug 19, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 5,940 300 0.12% 0.12% 1161 0 0.0% Q2 2026 Jul 20, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 5,875 297 0.06% 0.06% 1162 0 0.0% Q2 2026 Aug 13, 2026
Madison Wealth Partners, Inc History No change 5,885 297 0.04% 0.04% 1163 0 0.0% Q2 2026 Aug 12, 2026
Wells Financial Advisors INC History No change 5,880 297 2.76% 2.76% 1164 0 0.0% Q2 2026 Jul 23, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 5,889 297 0.16% 0.16% 1165 0 0.0% Q2 2026 Jul 24, 2026
Perennial Investment Advisors, LLC History No change 5,861 296 0.02% 0.02% 1166 0 0.0% Q2 2026 Aug 14, 2026
KEYVANTAGE WEALTH, LLC History No change 5,860 296 0.11% 0.11% 1167 0 0.0% Q2 2026 Aug 11, 2026
SIERRA SUMMIT ADVISORS LLC History No change 5,840 295 0.03% 0.03% 1168 0 0.0% Q2 2026 Jul 20, 2026
Dogwood Wealth Management LLC History No change 5,840 295 0.12% 0.12% 1169 0 0.0% Q2 2026 Jul 06, 2026
Rose Capital Advisors LLC History No change 5,827 294 0.15% 0.15% 1170 0 0.0% Q2 2026 Aug 07, 2026
Meridian Financial Advisors, LLC History No change 5,789 292 0.14% 0.14% 1171 0 0.0% Q2 2026 Jul 22, 2026
Hillsdale Investment Management Inc. History No change 5,740 290 0.01% 0.01% 1172 0 0.0% Q2 2026 Aug 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 5,752 290 0.04% 0.04% 1173 0 0.0% Q2 2026 Jul 27, 2026
Towerpoint Wealth, LLC History No change 5,732 289 0.1% 0.1% 1174 0 0.0% Q2 2026 Jul 09, 2026
HILL ISLAND FINANCIAL LLC History No change 5,721 289 0.06% 0.06% 1175 0 0.0% Q2 2026 Aug 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 5,775 287 0.09% 0.09% 1176 0 0.0% Q2 2026 Aug 13, 2026
Oakmont Advisory Group, LLC History No change 5,680 287 0.24% 0.24% 1177 0 0.0% Q2 2026 Aug 03, 2026
Successful Portfolios LLC History No change 5,698 286 0.13% 0.13% 1178 0 0.0% Q2 2026 Jul 14, 2026
IMA Advisory Services, Inc. History No change 5,651 285 0.02% 0.02% 1179 0 0.0% Q2 2026 Aug 10, 2026
SUMMITRY LLC History No change 5,630 284 0.01% 0.01% 1180 0 0.0% Q2 2026 Jul 21, 2026
Hills Bank & Trust Co History No change 5,614 283 0.01% 0.01% 1181 0 0.0% Q2 2026 Aug 10, 2026
Pioneer Wealth Management Group History No change 5,614 283 0.07% 0.07% 1182 0 0.0% Q2 2026 Jul 07, 2026
Accelerate Investment Advisors LLC History No change 5,571 281 0.16% 0.16% 1183 0 0.0% Q2 2026 Aug 12, 2026
1832 Asset Management L.P. History No change 5,536 280 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 13, 2026
PAX Financial Group, LLC History No change 5,533 279 0.04% 0.04% 1185 0 0.0% Q2 2026 Aug 05, 2026
AMERIFLEX GROUP, INC. History No change 5,530 279 0.11% 0.11% 1186 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 5,508 278 0.01% 0.01% 1187 0 0.0% Q2 2026 Jul 17, 2026
Verisail Partners, LLC History No change 5,501 278 0.1% 0.1% 1188 0 0.0% Q2 2026 Jul 14, 2026
Unify Financial Advisors History No change 5,500 278 0.26% 0.26% 1189 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 5,490 277 0.01% 0.01% 1190 0 0.0% Q2 2026 Jul 28, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 5,465 276 0.02% 0.02% 1191 0 0.0% Q2 2026 Jul 14, 2026
LCNB CORP History No change 5,468 276 0.08% 0.08% 1192 0 0.0% Q2 2026 Aug 10, 2026
Intrua Financial, LLC History No change 5,460 276 0.03% 0.03% 1193 0 0.0% Q2 2026 Jul 24, 2026
Wick Capital Partners, LLC History No change 5,470 276 0.04% 0.04% 1194 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,438 275 0.0% 0.0% 1195 0 0.0% Q2 2026 Jul 14, 2026
Ruggaard & Associates LLC History No change 5,440 275 0.1% 0.1% 1196 0 0.0% Q2 2026 Aug 17, 2026
JHP Wealth Management, LLC History No change 5,447 275 0.23% 0.23% 1197 0 0.0% Q2 2026 Jul 30, 2026
Proactive Wealth Strategies LLC History No change 5,430 274 0.04% 0.04% 1198 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History No change 5,423 274 0.11% 0.11% 1199 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Advisors Inc. History No change 5,505 272 0.01% 0.01% 1200 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Advisors, LLC History No change 5,377 271 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 06, 2026
Beacon Bridge Wealth Partners, LLC History No change 5,332 269 0.08% 0.08% 1202 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,343 268 0.0% 0.0% 1203 0 0.0% Q2 2026 Aug 10, 2026
Accredited Investors Inc. History No change 5,308 268 0.01% 0.01% 1204 0 0.0% Q2 2026 Jul 21, 2026
Abacus Wealth Partners, LLC History No change 5,289 267 0.03% 0.03% 1205 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Co / SC History No change 5,275 266 0.03% 0.03% 1206 0 0.0% Q2 2026 Aug 11, 2026
ROCKLAND TRUST CO History No change 5,616 265 0.01% 0.01% 1207 0 0.0% Q3 2026 Oct 05, 2026
UHLMANN PRICE SECURITIES, LLC History No change 5,241 265 0.01% 0.01% 1208 0 0.0% Q2 2026 Jul 24, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 5,249 265 0.41% 0.41% 1209 0 0.0% Q2 2026 Aug 11, 2026
Mokosak Advisory Group, LLC History No change 5,197 262 0.06% 0.06% 1210 0 0.0% Q2 2026 Aug 03, 2026
Financial Futures Ltd Liability Co. History No change 5,187 262 0.1% 0.1% 1211 0 0.0% Q2 2026 Jul 27, 2026
Kera Capital Partners, Inc. History No change 5,182 262 0.03% 0.03% 1212 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 5,235 260 0.03% 0.03% 1213 0 0.0% Q2 2026 Jul 29, 2026
Creative Capital Management Investments LLC History No change 5,133 259 0.06% 0.06% 1214 0 0.0% Q2 2026 Jul 24, 2026
TME FINANCIAL, INC. History No change 5,084 257 0.16% 0.16% 1215 0 0.0% Q2 2026 Jul 23, 2026
CONDOR CAPITAL MANAGEMENT History No change 5,041 255 0.02% 0.02% 1216 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 5,030 254 0.02% 0.02% 1217 0 0.0% Q2 2026 Jul 14, 2026
Capital Asset Managemnet, LLC History No change 5,006 253 0.57% 0.57% 1218 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 4,950 250 0.09% 0.09% 1219 0 0.0% Q2 2026 Jul 23, 2026
SIGNATUREFD, LLC History No change 4,942 249 0.0% 0.0% 1220 0 0.0% Q2 2026 Jul 23, 2026
Cooksen Wealth, LLC History No change 4,925 249 0.16% 0.16% 1221 0 0.0% Q2 2026 Jul 30, 2026
Perissos Private Wealth Management, LLC History No change 4,935 249 0.17% 0.17% 1222 0 0.0% Q2 2026 Aug 13, 2026
Briggs Wealth Management, Inc History No change 4,938 249 0.23% 0.23% 1223 0 0.0% Q2 2026 Aug 06, 2026
Blom & Howell Financial Planning, Inc. History No change 4,928 249 0.21% 0.21% 1224 0 0.0% Q2 2026 Aug 04, 2026
Bridgewealth Advisory Group, LLC History No change 4,914 248 0.05% 0.05% 1225 0 0.0% Q2 2026 Jul 27, 2026
Syntegra Private Wealth Group, LLC History No change 4,899 247 0.02% 0.02% 1226 0 0.0% Q2 2026 Jul 15, 2026
NI ACQUISITIONS COMPANY, LLC History No change 4,877 246 0.1% 0.1% 1227 0 0.0% Q2 2026 Aug 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,792 242 0.01% 0.01% 1228 0 0.0% Q2 2026 Jul 20, 2026
Level Financial Advisors History No change 4,771 241 0.05% 0.05% 1229 0 0.0% Q2 2026 Jul 15, 2026
Duncan Williams Asset Management, LLC History No change 4,775 241 0.05% 0.05% 1230 0 0.0% Q2 2026 Jul 22, 2026
KPP Advisory Services LLC History No change 4,764 240 0.03% 0.03% 1231 0 0.0% Q2 2026 Jul 24, 2026
Transcendent Capital Group LLC History No change 4,743 239 0.09% 0.09% 1232 0 0.0% Q2 2026 Aug 05, 2026
Opulen Financial Group LLC History No change 4,719 238 0.15% 0.15% 1233 0 0.0% Q2 2026 Jul 27, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 4,713 238 0.31% 0.31% 1234 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 4,587 232 0.03% 0.03% 1235 0 0.0% Q2 2026 Jul 23, 2026
Bison Wealth, LLC History No change 4,597 232 0.02% 0.02% 1236 0 0.0% Q2 2026 Jul 07, 2026
Basecamp Wealth Advisors LLC History No change 4,597 232 0.04% 0.04% 1237 0 0.0% Q2 2026 Aug 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 4,544 229 0.01% 0.01% 1238 0 0.0% Q2 2026 Jul 28, 2026
Innovative Wealth Building LLC History No change 4,511 228 0.13% 0.13% 1239 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS & NORTHERN CORP History No change 4,503 227 0.05% 0.05% 1240 0 0.0% Q2 2026 Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 4,507 227 0.0% 0.0% 1241 0 0.0% Q2 2026 Aug 11, 2026
General Partner, Inc. History No change 4,808 227 0.12% 0.13% 1242 0 0.0% Q3 2026 Oct 05, 2026
Delos Wealth Advisors, LLC History No change 4,502 227 0.12% 0.12% 1243 0 0.0% Q2 2026 Aug 14, 2026
Cadent Capital Advisors, LLC History No change 4,484 226 0.05% 0.05% 1244 0 0.0% Q2 2026 Jul 13, 2026
Kendall Capital Management History No change 4,467 225 0.04% 0.04% 1245 0 0.0% Q2 2026 Aug 12, 2026
Kachkovsky & Fisher, Inc. History No change 4,459 225 0.22% 0.22% 1246 0 0.0% Q2 2026 Sep 08, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,442 224 0.01% 0.01% 1247 0 0.0% Q2 2026 Aug 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 4,440 224 0.01% 0.01% 1248 0 0.0% Q2 2026 Jul 23, 2026
Morton Capital Management LLC/CA History No change 4,432 224 0.03% 0.03% 1249 0 0.0% Q2 2026 Jul 23, 2026
Orca Wealth Management, LLC History No change 4,430 224 0.13% 0.13% 1250 0 0.0% Q2 2026 Jul 22, 2026
GLR Partners, LLC History No change 4,443 224 0.1% 0.1% 1251 0 0.0% Q2 2026 Jul 27, 2026
LexAurum Advisors, LLC History No change 4,413 223 0.03% 0.03% 1252 0 0.0% Q2 2026 Jul 15, 2026
Physician Wealth Advisors, Inc. History No change 4,428 223 0.03% 0.03% 1253 0 0.0% Q2 2026 Jul 20, 2026
Round Rock Advisors LLC History No change 4,416 223 0.03% 0.03% 1254 0 0.0% Q2 2026 Aug 12, 2026
SFM, LLC History No change 4,426 223 0.11% 0.11% 1255 0 0.0% Q2 2026 Jul 07, 2026
Belleair Asset Management, LLC History No change 4,390 222 0.19% 0.19% 1256 0 0.0% Q2 2026 Jul 15, 2026
Tennessee Valley Asset Management Partners History No change 4,370 221 0.02% 0.02% 1257 0 0.0% Q2 2026 Aug 10, 2026
Opus Financial Solutions LLC History No change 4,374 221 0.18% 0.18% 1258 0 0.0% Q2 2026 Jul 24, 2026
Kelly Financial Services LLC History No change 4,376 221 0.05% 0.05% 1259 0 0.0% Q2 2026 Jul 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,351 220 0.01% 0.01% 1260 0 0.0% Q2 2026 Aug 05, 2026
BCS Wealth Management History No change 4,344 219 0.04% 0.04% 1261 0 0.0% Q2 2026 Jul 16, 2026
Downshift Financial, LLC History No change 4,338 219 0.1% 0.1% 1262 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Advisory Group L.L.C. History No change 4,314 218 0.08% 0.08% 1263 0 0.0% Q2 2026 Jul 22, 2026
Exchange Bank History No change 4,295 217 0.14% 0.14% 1264 0 0.0% Q2 2026 Jul 08, 2026
CORA CAPITAL ADVISORS LLC History No change 4,267 215 0.06% 0.06% 1265 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 4,268 213 0.03% 0.03% 1266 0 0.0% Q2 2026 Aug 06, 2026
OPTIMA CAPITAL LLC History No change 4,173 211 0.08% 0.08% 1267 0 0.0% Q2 2026 Jul 24, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,167 210 0.01% 0.01% 1268 0 0.0% Q2 2026 Jul 21, 2026
Aspen Wealth Management LLC History No change 4,164 210 0.04% 0.04% 1269 0 0.0% Q2 2026 Jul 31, 2026
Arsenal Capital Advisors LLC History No change 4,158 210 0.12% 0.12% 1270 0 0.0% Q2 2026 Aug 11, 2026
Hamilton Capital, LLC History No change 4,142 209 0.01% 0.01% 1271 0 0.0% Q2 2026 Aug 17, 2026
Orcam Financial Group History No change 4,120 208 0.1% 0.1% 1272 0 0.0% Q2 2026 Aug 13, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 4,126 208 0.06% 0.06% 1273 0 0.0% Q2 2026 Jul 09, 2026
Affinity Capital Advisors, LLC History No change 4,084 206 0.03% 0.03% 1274 0 0.0% Q2 2026 Jul 08, 2026
Spinnaker Investment Group, LLC History No change 4,087 206 0.03% 0.03% 1275 0 0.0% Q2 2026 Jul 10, 2026
Braun-Bostich & Associates Inc. History No change 4,069 205 0.11% 0.11% 1276 0 0.0% Q2 2026 Jul 24, 2026
IVC Wealth Advisors LLC History No change 4,071 205 0.08% 0.08% 1277 0 0.0% Q2 2026 Jul 14, 2026
Sovran Advisors, LLC History No change 4,144 205 0.02% 0.02% 1278 0 0.0% Q2 2026 Jul 29, 2026
Annex Advisory Services, LLC History No change 4,014 203 0.0% 0.0% 1279 0 0.0% Q2 2026 Jul 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 4,007 202 0.07% 0.07% 1280 0 0.0% Q2 2026 Jul 21, 2026
SWMG, LLC History No change 4,019 202 0.05% 0.05% 1281 0 0.0% Q2 2026 Jul 15, 2026
Clare Market Investments LLC History No change 4,000 202 0.04% 0.04% 1282 0 0.0% Q2 2026 Jul 27, 2026
Wescott Financial Advisory Group, LLC History No change 3,988 201 0.02% 0.02% 1283 0 0.0% Q2 2026 Aug 04, 2026
Coppell Advisory Solutions LLC History No change 4,406 200 0.02% 0.02% 1284 0 0.0% Q2 2026 Aug 14, 2026
Ketron Financial History No change 3,966 200 0.06% 0.06% 1285 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 3,921 198 0.05% 0.05% 1286 0 0.0% Q2 2026 Jul 24, 2026
Fairscale Capital, LLC History No change 3,549 179 0.11% 0.11% 1287 0 0.0% Q2 2026 Aug 07, 2026
Essential Investment Partners LLC History No change 3,500 177 0.14% 0.14% 1288 0 0.0% Q2 2026 Jul 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3,463 175 0.02% 0.02% 1289 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 3,463 175 0.01% 0.01% 1290 0 0.0% Q2 2026 Jul 14, 2026
Hamrick Investment Counsel, llc History No change 3,386 171 0.11% 0.11% 1291 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 3,284 166 0.01% 0.01% 1292 0 0.0% Q2 2026 Aug 07, 2026
Mascoma Wealth Management LLC History No change 2,901 146 0.03% 0.03% 1293 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 2,837 143 0.08% 0.08% 1294 0 0.0% Q2 2026 Aug 11, 2026
10Elms LLP History No change 2,830 143 0.06% 0.06% 1295 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 2,818 142 0.14% 0.14% 1296 0 0.0% Q2 2026 Jul 29, 2026
Concord Wealth Partners History No change 2,790 141 0.02% 0.02% 1297 0 0.0% Q2 2026 Jul 27, 2026
Abound Wealth Management History No change 2,743 138 0.03% 0.03% 1298 0 0.0% Q2 2026 Jul 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,648 133 0.03% 0.03% 1299 0 0.0% Q2 2026 Jul 08, 2026
CENTRAL TRUST Co History No change 2,620 132 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 31, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2,611 132 0.08% 0.08% 1301 0 0.0% Q2 2026 Jul 21, 2026
MONTAG A & ASSOCIATES INC History No change 2,555 129 0.01% 0.01% 1302 0 0.0% Q2 2026 Aug 05, 2026
Retirement Wealth Solutions LLC History No change 2,566 129 0.07% 0.07% 1303 0 0.0% Q2 2026 Jul 07, 2026
Centennial Bank/AR/ History No change 2,333 118 0.04% 0.04% 1304 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 2,466 116 0.01% 0.01% 1305 +21 0.86% Q3 2026 Oct 01, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 2,169 109 0.0% 0.0% 1306 0 0.0% Q2 2026 Jul 08, 2026
Covestor Ltd History No change 2,156 109 0.06% 0.06% 1307 0 0.0% Q2 2026 Aug 07, 2026
Crewe Advisors LLC History No change 2,035 102 0.01% 0.01% 1308 0 0.0% Q2 2026 Jul 23, 2026
BITTERROOT CAPITAL ADVISORS LLC History No change 2,035 102 0.06% 0.06% 1309 0 0.0% Q2 2026 Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2,000 101 0.04% 0.04% 1310 0 0.0% Q2 2026 Jul 08, 2026
Triumph Capital Management History No change 2,000 101 0.02% 0.02% 1311 0 0.0% Q2 2026 Jul 20, 2026
RHL GROUP, LLC History No change 1,986 101 0.08% 0.08% 1312 0 0.0% Q2 2026 Aug 03, 2026
Clean Yield Group History No change 1,974 99 0.02% 0.02% 1313 0 0.0% Q2 2026 Aug 05, 2026
Bollard Group LLC History No change 1,894 96 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 12, 2026
Godfrey Financial Associates, Inc. History No change 1,825 92 0.07% 0.07% 1315 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 1,807 91 0.0% 0.0% 1316 0 0.0% Q2 2026 Jul 27, 2026
IMG Wealth Management, Inc. History No change 1,672 84 0.05% 0.05% 1317 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 1,617 81 0.01% 0.01% 1318 0 0.0% Q2 2026 Jul 10, 2026
Princeton Global Asset Management LLC History No change 1,581 79 0.01% 0.01% 1319 0 0.0% Q2 2026 Jul 16, 2026
Transamerica Financial Advisors, LLC History No change 1,434 72 0.01% 0.01% 1320 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 1,421 71 0.0% 0.0% 1321 0 0.0% Q2 2026 Jul 24, 2026
Trifecta Capital Advisors, LLC History No change 1,407 71 0.01% 0.01% 1322 0 0.0% Q2 2026 Aug 03, 2026
Johnson Financial Group, Inc. History No change 1,400 70 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 10, 2026
High Note Wealth, LLC History No change 1,386 70 0.01% 0.01% 1324 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,379 69 0.01% 0.01% 1325 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 1,366 69 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 21, 2026
Birchwood Financial Partners, Inc. History No change 1,352 68 0.06% 0.06% 1327 0 0.0% Q2 2026 Aug 06, 2026
ALBION FINANCIAL GROUP /UT History No change 1,298 65 0.0% 0.0% 1328 0 0.0% Q2 2026 Jul 22, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,250 63 0.01% 0.01% 1329 0 0.0% Q2 2026 Jul 16, 2026
Oakworth Capital, Inc. History No change 1,232 62 0.0% 0.0% 1330 0 0.0% Q2 2026 Jul 22, 2026
Heritage Wealth Advisors History No change 1,208 61 0.0% 0.0% 1331 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 1,192 60 0.01% 0.01% 1332 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,175 59 0.02% 0.02% 1333 0 0.0% Q2 2026 Jul 07, 2026
Cromwell Holdings LLC History No change 1,160 58 0.03% 0.03% 1334 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 1,135 57 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,117 56 0.0% 0.0% 1336 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 1,100 55 0.02% 0.02% 1337 0 0.0% Q2 2026 Jul 31, 2026
PITTENGER & ANDERSON INC History No change 1,081 54 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 27, 2026
Golden State Wealth Management, LLC History No change 1,077 54 0.0% 0.0% 1339 0 0.0% Q2 2026 Jul 22, 2026
LGT Financial Advisors LLC History No change 1,083 54 0.29% 0.29% 1340 0 0.0% Q2 2026 Jul 24, 2026
Security National Bank History No change 1,058 53 0.01% 0.01% 1341 0 0.0% Q2 2026 Jul 15, 2026
City State Bank History No change 1,054 53 0.01% 0.01% 1342 0 0.0% Q2 2026 Jul 14, 2026
Longview Financial Advisors LLC History No change 1,035 52 0.03% 0.03% 1343 0 0.0% Q2 2026 Jul 14, 2026
NBH Bank History No change 1,021 51 0.02% 0.02% 1344 0 0.0% Q2 2026 Aug 14, 2026
TRUST CO OF VERMONT History No change 990 50 0.0% 0.0% 1345 0 0.0% Q2 2026 Aug 07, 2026
Rossmore Private Capital History No change 1,000 50 0.0% 0.0% 1346 0 0.0% Q2 2026 Jul 31, 2026
Addison Advisors LLC History No change 1,008 50 0.02% 0.02% 1347 0 0.0% Q2 2026 Aug 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 900 46 0.03% 0.03% 1348 0 0.0% Q2 2026 Aug 18, 2026
Global Trust Asset Management, LLC History No change 925 46 0.01% 0.01% 1349 0 0.0% Q2 2026 Aug 03, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 895 45 0.03% 0.03% 1350 0 0.0% Q2 2026 Aug 04, 2026
SOA Wealth Advisors, LLC. History No change 867 43 0.01% 0.01% 1351 0 0.0% Q2 2026 Jul 21, 2026
Clear Street Group Inc. History No change 850 42 0.0% 0.0% 1352 0 0.0% Q2 2026 Aug 12, 2026
Transce3nd, LLC History No change 777 39 0.34% 0.34% 1353 0 0.0% Q2 2026 Jul 24, 2026
Arlington Trust Co LLC History No change 750 37 0.0% 0.0% 1354 0 0.0% Q2 2026 Jul 07, 2026
NEPC LLC History No change 675 34 0.0% 0.0% 1355 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 636 32 0.01% 0.01% 1356 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 623 31 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 23, 2026
NBT BANK, N.A. History No change 560 28 0.0% 0.0% 1358 0 0.0% Q2 2026 Jul 29, 2026
Smallwood Wealth Investment Management, LLC History No change 519 26 0.01% 0.01% 1359 0 0.0% Q2 2026 Jul 23, 2026
True Wealth Design, LLC History No change 525 26 0.01% 0.01% 1360 0 0.0% Q2 2026 Jul 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 511 25 0.0% 0.0% 1361 0 0.0% Q2 2026 Jul 29, 2026
Avalon Trust Co History No change 497 25 0.0% 0.0% 1362 0 0.0% Q2 2026 Aug 06, 2026
WELLINGTON-ALTUS USA INC. History No change 500 24 0.02% 0.02% 1363 0 0.0% Q2 2026 Sep 17, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 453 23 0.01% 0.01% 1364 0 0.0% Q2 2026 Jul 24, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 470 23 0.01% 0.01% 1365 0 0.0% Q2 2026 Jul 17, 2026
WOLFF WIESE MAGANA LLC History No change 452 22 0.01% 0.01% 1366 0 0.0% Q2 2026 Jul 13, 2026
Pflug Koory, LLC History No change 421 21 0.01% 0.01% 1367 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 400 20 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 357 18 0.0% 0.0% 1369 0 0.0% Q2 2026 Jul 13, 2026
Anchor Investment Management, LLC History No change 320 16 0.0% 0.0% 1370 0 0.0% Q2 2026 Sep 15, 2026
Investors Research Corp History No change 320 16 0.0% 0.0% 1371 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 323 16 0.0% 0.0% 1372 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 318 16 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 330 16 0.0% 0.0% 1374 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 304 15 0.0% 0.0% 1375 0 0.0% Q2 2026 Aug 06, 2026
Robbins Farley History No change 314 15 0.01% 0.01% 1376 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 308 15 0.0% 0.0% 1377 0 0.0% Q2 2026 Jul 30, 2026
Networth Advisors, LLC History No change 304 15 0.01% 0.01% 1378 0 0.0% Q2 2026 Jul 22, 2026
Noble Wealth Management PBC History New 316 14 0.01% — 1380 +316 New Q3 2026 Oct 01, 2026
BLUELINE ADVISORS LLC History No change 295 14 0.01% 0.01% 1379 0 0.0% Q2 2026 Jul 27, 2026
Minot DeBlois Advisors LLC History No change 250 12 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 250 12 0.0% 0.0% 1382 0 0.0% Q2 2026 Jul 28, 2026
VALLEY WEALTH MANAGERS, INC. History No change 230 11 0.0% 0.0% 1383 0 0.0% Q2 2026 Aug 04, 2026
VIMA LLC History No change 228 11 0.01% 0.01% 1384 0 0.0% Q2 2026 Jul 24, 2026
Aspect Partners, LLC History No change 214 10 0.0% 0.0% 1385 0 0.0% Q2 2026 Jul 16, 2026
Cassaday & Co Wealth Management LLC History No change 187 9 0.0% 0.0% 1386 0 0.0% Q2 2026 Aug 10, 2026
Planning Strategies Inc. History Added to 176 8 0.0% 0.0% 1388 +21 13.55% Q3 2026 Oct 02, 2026
Western Pacific Wealth Management, LP History No change 159 8 0.01% 0.01% 1387 0 0.0% Q2 2026 Aug 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 140 7 0.0% 0.0% 1389 0 0.0% Q2 2026 Jul 14, 2026
Greykasell Wealth Strategies, Inc. History No change 139 7 0.0% 0.0% 1390 0 0.0% Q2 2026 Aug 11, 2026
Spurstone Advisory Services, LLC History No change 141 7 0.1% 0.1% 1391 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 140 7 0.0% 0.0% 1392 0 0.0% Q2 2026 Jul 22, 2026
Winthrop Capital Management, LLC History No change 114 6 0.0% 0.0% 1393 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 125 6 0.0% 0.0% 1394 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 125 6 0.0% 0.0% 1395 0 0.0% Q2 2026 Jul 30, 2026
LANARK FINANCIAL, INC. History No change 102 5 0.0% 0.0% 1396 0 0.0% Q2 2026 Jul 21, 2026
GHP Investment Advisors, Inc. History No change 108 5 0.0% 0.0% 1397 0 0.0% Q2 2026 Jul 17, 2026
Graney & King, LLC History No change 81 4 0.0% 0.0% 1398 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 90 4 0.0% 0.0% 1399 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 75 3 0.0% 0.0% 1401 -2,212 -96.72% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 66 3 0.0% 0.0% 1400 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 70 3 0.0% 0.0% 1402 0 0.0% Q2 2026 Jul 09, 2026
Frazier Financial Advisors, LLC History No change 65 3 0.0% 0.0% 1403 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 74 3 0.0% 0.0% 1404 0 0.0% Q2 2026 Aug 12, 2026
NVWM, LLC History No change 56 2 0.0% 0.0% 1405 0 0.0% Q2 2026 Jul 28, 2026
Quaker Wealth Management, LLC History No change 48 2 0.0% 0.0% 1406 0 0.0% Q2 2026 Jul 24, 2026
HFM Investment Advisors, LLC History No change 51 2 0.0% 0.0% 1407 0 0.0% Q2 2026 Aug 04, 2026
Community Financial Services Group, LLC History No change 37 1 0.0% 0.0% 1408 0 0.0% Q2 2026 Jul 09, 2026
Ascentis Wealth Management, LLC History No change 21 1 0.0% 0.0% 1409 0 0.0% Q2 2026 Jul 30, 2026
Strive Financial Group ,LLC History No change 23 1 0.0% 0.0% 1410 0 0.0% Q2 2026 Aug 14, 2026
Mallini Complete Financial Planning LLC History Closed out 0 0 — 1.7% — -47,117 -100.0% Q3 2026 Oct 06, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.28% — -9,047 -100.0% Q3 2026 Oct 07, 2026
DHJJ Financial Advisors, Ltd. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026