VANGUARD INDEX FUNDS - VTI

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
Rakuten Investment Management, Inc. History No change 49,708,819 18,249,101 52.68% 52.68% 1 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Global Advisers, LLC History No change 38,839,412 14,372,136 6.7% 6.7% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ADVISERS INC History No change 29,389,176 10,875,169 37.0% 37.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 23,945,511 8,860,797 14.99% 14.99% 4 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 18,297,773 6,770,907 13.01% 13.01% 5 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 14,876,622 5,504,946 0.29% 0.29% 6 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 14,540,049 5,380,399 0.35% 0.35% 7 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 10,308,028 3,814,382 0.86% 0.86% 8 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 9,674,144 3,579,820 0.42% 0.42% 9 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 8,759,071 3,089,724 17.32% 17.32% 10 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 6,883,739 2,547,258 10.81% 10.81% 11 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,136,001 2,270,566 0.54% 0.54% 12 0 0.0% Q2 2026 Sep 23, 2026
Creative Planning History No change 6,075,603 2,248,216 1.31% 1.31% 13 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,635,464 2,085,347 0.34% 0.34% 14 0 0.0% Q2 2026 Aug 14, 2026
Narodna banka Slovenska History No change 5,605,604 2,068,692 59.26% 59.26% 15 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 5,455,709 2,018,830 24.67% 24.67% 16 0 0.0% Q2 2026 Jul 17, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,063,337 1,873,637 31.29% 31.29% 17 0 0.0% Q2 2026 Aug 10, 2026
Savant Capital, LLC History No change 5,369,114 1,859,539 5.46% 5.46% 18 0 0.0% Q2 2026 Aug 10, 2026
JPMORGAN CHASE & CO History No change 4,496,972 1,650,928 0.09% 0.09% 19 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 4,458,908 1,649,974 0.21% 0.21% 20 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 3,831,169 1,417,685 7.06% 7.06% 21 0 0.0% Q2 2026 Jul 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 3,663,005 1,355,458 5.73% 5.73% 22 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 3,511,558 1,299,416 1.18% 1.18% 23 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,108,544 1,150,285 0.31% 0.31% 24 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,959,929 1,095,291 0.1% 0.1% 25 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,954,760 1,093,379 0.16% 0.16% 26 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,839,392 1,050,994 1.24% 1.24% 27 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,708,987 1,002,433 1.03% 1.03% 28 0 0.0% Q2 2026 Aug 12, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 2,686,800 994,223 6.5% 6.5% 29 0 0.0% Q2 2026 Aug 05, 2026
SCS Capital Management LLC History No change 2,568,469 950,436 8.98% 8.98% 30 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 2,446,454 905,285 12.97% 12.97% 31 0 0.0% Q2 2026 Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,316,100 857,049 0.42% 0.42% 32 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 2,250,580 832,804 0.81% 0.81% 33 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 2,416,651 828,029 1.0% 1.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,171,772 803,643 1.86% 1.86% 35 0 0.0% Q2 2026 Jul 27, 2026
BROWN ADVISORY INC History No change 2,157,852 798,491 1.24% 1.24% 36 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 2,123,450 779,560 25.63% 25.63% 37 0 0.0% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History No change 2,032,602 752,145 0.82% 0.82% 38 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 1,988,356 735,431 0.15% 0.15% 39 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,920,318 710,594 0.89% 0.89% 40 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 1,874,723 693,723 0.96% 0.96% 41 0 0.0% Q2 2026 Aug 27, 2026
Mariner, LLC History No change 1,822,272 674,275 0.71% 0.71% 42 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 1,800,000 666,072 2.27% 2.27% 43 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 1,778,086 657,963 0.11% 0.11% 44 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 1,752,517 648,501 7.11% 7.11% 45 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,689,593 625,217 9.33% 9.33% 46 0 0.0% Q2 2026 Aug 11, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 1,678,930 621,271 8.97% 8.97% 47 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,601,947 592,784 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,539,700 569,532 0.7% 0.7% 49 0 0.0% Q2 2026 Aug 19, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,527,733 565,322 0.2% 0.2% 50 0 0.0% Q2 2026 Aug 14, 2026
Elm Partners Management LLC History No change 1,524,998 564,310 16.8% 16.8% 51 0 0.0% Q2 2026 Oct 07, 2026
State of Tennessee, Department of Treasury History No change 1,514,680 560,492 1.67% 1.67% 52 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,467,704 543,109 31.49% 31.49% 53 0 0.0% Q2 2026 Jul 15, 2026
Foster Group, Inc. History No change 1,414,063 523,259 13.91% 13.91% 54 0 0.0% Q2 2026 Jul 07, 2026
Empower Advisory Group, LLC History No change 1,378,311 510,030 1.22% 1.22% 55 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 1,352,828 500,600 27.28% 27.28% 56 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,330,222 492,235 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 1,301,970 481,781 0.83% 0.83% 58 0 0.0% Q2 2026 Jul 30, 2026
Wealthspire Advisors, LLC History No change 1,299,198 480,755 2.65% 2.65% 59 0 0.0% Q2 2026 Aug 11, 2026
Moss Adams Wealth Advisors LLC History No change 1,297,507 480,129 30.0% 30.0% 60 0 0.0% Q2 2026 Jul 27, 2026
Plancorp, LLC History No change 1,194,717 441,782 10.78% 10.78% 61 0 0.0% Q2 2026 Jul 14, 2026
BlackRock, Inc. History No change 1,190,852 440,662 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 07, 2026
MAI Capital Management History No change 1,183,594 437,977 1.65% 1.65% 63 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 1,155,248 427,487 1.96% 1.96% 64 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 1,152,531 426,482 0.51% 0.51% 65 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 1,150,345 425,674 0.65% 0.65% 66 0 0.0% Q2 2026 Aug 13, 2026
Truepoint, Inc. History No change 1,147,607 424,660 8.86% 8.86% 67 0 0.0% Q2 2026 Jul 31, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,140,030 421,856 36.89% 36.89% 68 0 0.0% Q2 2026 Jul 23, 2026
West Virginia University Foundation, Inc History No change 1,114,202 412,299 33.68% 33.68% 69 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,116,824 404,884 0.16% 0.16% 70 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 1,089,282 403,078 15.88% 15.88% 71 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 1,064,003 393,723 3.82% 3.82% 72 0 0.0% Q2 2026 Aug 05, 2026
Symetra Investment Management Co History No change 1,056,900 391,095 34.18% 34.18% 73 0 0.0% Q2 2026 Aug 13, 2026
Norinchukin Bank, The History No change 1,045,000 386,691 3.76% 3.76% 74 0 0.0% Q2 2026 Aug 14, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 1,036,575 383,574 36.4% 36.4% 75 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 1,033,118 382,295 1.76% 1.76% 76 0 0.0% Q2 2026 Aug 11, 2026
Atomic Invest LLC History No change 1,010,063 370,834 32.58% 32.58% 77 0 0.0% Q2 2026 Sep 25, 2026
Beacon Pointe Advisors, LLC History No change 989,592 366,188 1.7% 1.7% 78 0 0.0% Q2 2026 Aug 18, 2026
Capstone Financial Advisors, Inc. History No change 988,799 365,895 17.82% 17.82% 79 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 980,579 362,853 0.12% 0.12% 80 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 954,429 353,176 0.49% 0.49% 81 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 929,387 343,910 1.0% 1.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 913,243 337,936 1.22% 1.22% 83 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 886,893 328,144 6.29% 6.29% 84 0 0.0% Q2 2026 Jul 27, 2026
Gibson Capital, LLC History No change 844,461 312,484 51.27% 51.27% 85 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 821,182 303,870 0.46% 0.46% 86 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 820,003 303,434 0.16% 0.16% 87 0 0.0% Q2 2026 Aug 12, 2026
LINCOLN NATIONAL CORP History No change 817,971 302,681 7.75% 7.75% 88 0 0.0% Q2 2026 Aug 07, 2026
Vestmark Advisory Solutions, Inc. History No change 806,052 298,271 2.8% 2.8% 89 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 803,352 297,272 0.36% 0.36% 90 0 0.0% Q2 2026 Jul 28, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 794,853 294,127 22.81% 22.81% 91 0 0.0% Q2 2026 Jul 28, 2026
Apella Capital, LLC History Added to 767,521 292,448 3.71% 3.88% 92 +24,380 3.28% Q3 2026 Oct 08, 2026
CITADEL ADVISORS LLC History No change 788,400 291,739 0.03% 0.03% 93 0 0.0% Q2 2026 Sep 02, 2026
Laird Norton Wetherby Trust Company, LLC History No change 785,489 290,662 5.58% 5.58% 94 0 0.0% Q2 2026 Aug 14, 2026
Verus Financial Partners, Inc. History No change 784,245 290,202 24.83% 24.83% 95 0 0.0% Q2 2026 Jul 21, 2026
Hardy Reed LLC History No change 782,023 289,379 18.58% 18.58% 96 0 0.0% Q2 2026 Aug 03, 2026
Cabot-Wellington, LLC History No change 771,402 285,449 75.21% 75.21% 97 0 0.0% Q2 2026 Jul 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 762,716 282,235 14.3% 14.3% 98 0 0.0% Q2 2026 Aug 11, 2026
N.E.W. Advisory Services LLC History No change 758,657 280,733 18.78% 18.78% 99 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 755,897 279,712 0.9% 0.9% 100 0 0.0% Q2 2026 Jul 28, 2026
STIFEL FINANCIAL CORP History No change 750,859 277,851 0.23% 0.23% 101 0 0.0% Q2 2026 Aug 12, 2026
Obermeyer Wealth Partners History No change 723,980 267,901 10.96% 10.96% 102 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 747,965 265,304 0.44% 0.44% 103 0 0.0% Q2 2026 Jul 15, 2026
REBALANCE, LLC History No change 703,210 260,215 13.64% 13.64% 104 0 0.0% Q2 2026 Jul 16, 2026
Trilogy Capital Inc. History No change 691,187 255,766 9.93% 9.93% 105 0 0.0% Q2 2026 Jul 02, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 685,831 253,784 0.87% 0.87% 106 0 0.0% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History No change 681,516 252,188 0.22% 0.22% 107 0 0.0% Q2 2026 Aug 14, 2026
Boston Standard Wealth Management, LLC History Added to 673,489 252,046 36.22% 35.86% 108 +6,157 0.92% Q3 2026 Oct 07, 2026
STEPHENS INC /AR/ History No change 659,346 243,984 2.73% 2.73% 109 0 0.0% Q2 2026 Jul 29, 2026
EVOKE WEALTH, LLC History No change 651 240,896 15.48% 15.48% 110 0 0.0% Q2 2026 Aug 10, 2026
Tanglewood Wealth Management, Inc. History No change 646,444 239,210 20.35% 20.35% 111 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 646,111 239,086 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 631,071 233,521 1.79% 1.79% 113 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Point Capital Management ULC History No change 619,030 229,065 12.98% 12.98% 114 0 0.0% Q2 2026 Jul 14, 2026
Focus Partners Advisor Solutions, LLC History No change 616,844 228,256 1.93% 1.93% 115 0 0.0% Q2 2026 Aug 06, 2026
Investure, LLC History No change 602,613 222,990 13.93% 13.93% 116 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 599,991 222,020 1.29% 1.29% 117 0 0.0% Q2 2026 Aug 14, 2026
Rainwater Charitable Foundation History No change 598,094 221,318 73.75% 73.75% 118 0 0.0% Q2 2026 Jul 20, 2026
Constellation Investments, Inc. History No change 587,923 217,555 6.83% 6.83% 119 0 0.0% Q2 2026 Jul 17, 2026
AGF MANAGEMENT LTD History No change 587,282 217,276 0.84% 0.84% 120 0 0.0% Q2 2026 Aug 10, 2026
Wedmont Private Capital History No change 581,799 216,830 5.95% 5.95% 121 0 0.0% Q2 2026 Jul 13, 2026
Sendero Wealth Management, LLC History No change 581,408 215,144 21.42% 21.42% 122 0 0.0% Q2 2026 Aug 04, 2026
SBI Securities Co., Ltd. History No change 576,645 213,381 4.85% 4.85% 123 0 0.0% Q2 2026 Jul 22, 2026
Allen Investment Management, LLC History No change 565,944 209,421 2.49% 2.49% 124 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 558,463 206,653 0.34% 0.34% 125 0 0.0% Q2 2026 Aug 05, 2026
Briaud Financial Planning Inc History No change 556,358 205,865 54.14% 54.14% 126 0 0.0% Q2 2026 Jul 30, 2026
Oakwell Private Wealth Management, LLC History No change 550,435 203,682 33.77% 33.77% 127 0 0.0% Q2 2026 Aug 03, 2026
Zhang Financial LLC History No change 550,162 203,581 5.94% 5.94% 128 0 0.0% Q2 2026 Jul 30, 2026
CHAI TRUST CO LLC History No change 544,714 201,565 13.86% 13.86% 129 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 534,699 197,859 5.73% 5.73% 130 0 0.0% Q2 2026 Aug 04, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 530,893 196,451 7.3% 7.3% 131 0 0.0% Q2 2026 Jul 08, 2026
MML INVESTORS SERVICES, LLC History No change 529,078 195,779 0.4% 0.4% 132 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 528,525 195,575 0.51% 0.51% 133 0 0.0% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 528,434 195,541 1.45% 1.45% 134 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 516,287 191,047 16.47% 16.47% 135 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 515,480 190,748 0.84% 0.84% 136 0 0.0% Q2 2026 Aug 10, 2026
Topsail Wealth Management, LLC History No change 506,930 187,584 23.95% 23.95% 137 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 504,889 186,829 0.89% 0.89% 138 0 0.0% Q2 2026 Sep 23, 2026
MISSION WEALTH MANAGEMENT, LP History No change 502,084 185,791 2.27% 2.27% 139 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History Added to 489,929 183,351 5.27% 5.25% 140 +8,688 1.81% Q3 2026 Oct 08, 2026
AlTi Global, Inc. History No change 494,367 183,081 3.78% 3.78% 141 0 0.0% Q2 2026 Aug 05, 2026
Gallagher Fiduciary Advisors, LLC History No change 481,191 178,060 5.86% 5.86% 142 0 0.0% Q2 2026 Aug 14, 2026
Legacy Private Trust Co. History Reduced 463,081 173,303 9.48% 9.65% 143 -8,052 -1.71% Q3 2026 Oct 06, 2026
Diversified Portfolios, Inc. History No change 462,767 171,242 12.42% 12.42% 144 0 0.0% Q2 2026 Aug 04, 2026
ALPS ADVISORS INC History No change 462,607 171,183 0.8% 0.8% 145 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 461,612 170,814 1.13% 1.13% 146 0 0.0% Q2 2026 Aug 10, 2026
RW Investment Management LLC History No change 460,902 170,552 14.97% 14.97% 147 0 0.0% Q2 2026 Aug 06, 2026
Towneley Capital Management, Inc / DE History No change 457,869 169,429 33.25% 33.25% 148 0 0.0% Q2 2026 Jul 30, 2026
Roble, Belko & Company, Inc History No change 452,490 167,439 18.1% 18.1% 149 0 0.0% Q2 2026 Jul 24, 2026
Beacon Wealthcare LLC History Reduced 443,162 165,848 52.58% 53.31% 150 -6,413 -1.43% Q3 2026 Oct 02, 2026
CARDIFF PARK ADVISORS, LLC History No change 443,581 164,142 12.73% 12.73% 151 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 437,860 162,026 0.44% 0.44% 152 0 0.0% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History No change 432,445 160,021 9.84% 9.84% 153 0 0.0% Q2 2026 Aug 05, 2026
Gleason Group, Inc. History No change 431,824 159,792 13.95% 13.95% 154 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 430,729 159,642 0.19% 0.19% 155 0 0.0% Q2 2026 Aug 13, 2026
Turim 21 Investimentos Ltda. History No change 209,279 156,283 25.48% 25.48% 156 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 420,754 155,695 0.46% 0.46% 157 0 0.0% Q2 2026 Aug 12, 2026
D'Orazio & Associates, Inc. History No change 417,676 154,556 17.89% 17.89% 158 0 0.0% Q2 2026 Jul 28, 2026
Golden Reserve Retirement LLC History No change 410,464 151,888 23.92% 23.92% 159 0 0.0% Q2 2026 Aug 04, 2026
D.A. DAVIDSON & CO. History No change 408,802 151,273 0.84% 0.84% 160 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 398,442 147,439 2.8% 2.8% 161 0 0.0% Q2 2026 Jul 09, 2026
Equitable Holdings, Inc. History No change 396,816 146,837 0.88% 0.88% 162 0 0.0% Q2 2026 Aug 17, 2026
HUB Investment Partners, LLC History No change 396,671 146,784 2.64% 2.64% 163 0 0.0% Q2 2026 Jul 31, 2026
Astoria Strategic Wealth, Inc. History No change 391,737 144,958 33.11% 33.11% 164 0 0.0% Q2 2026 Jul 16, 2026
CITIGROUP INC History No change 387,389 143,349 0.05% 0.05% 165 0 0.0% Q2 2026 Aug 03, 2026
Avalon Advisory Group History No change 385,356 142,597 52.66% 52.66% 166 0 0.0% Q2 2026 Jul 29, 2026
BIP Wealth, LLC History No change 380,548 140,818 4.0% 4.0% 167 0 0.0% Q2 2026 Aug 03, 2026
NewSquare Capital LLC History No change 379,249 140,337 10.38% 10.38% 168 0 0.0% Q2 2026 Jul 28, 2026
PINNACLE ASSOCIATES LTD History No change 378,423 140,031 1.53% 1.53% 169 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 370,029 136,925 0.6% 0.6% 170 0 0.0% Q2 2026 Aug 12, 2026
VestGen Advisors, LLC History No change 369,801 136,840 3.99% 3.99% 171 0 0.0% Q2 2026 Aug 11, 2026
Revolve Wealth Partners, LLC History No change 361,842 133,896 13.87% 13.87% 172 0 0.0% Q2 2026 Jul 09, 2026
Seaside Wealth Management, Inc. History No change 360,681 133,466 32.99% 32.99% 173 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 357,872 132,427 1.25% 1.25% 174 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 352,010 130,257 0.23% 0.23% 175 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 349,601 129,366 1.54% 1.54% 176 0 0.0% Q2 2026 Aug 13, 2026
Heck Capital Advisors, LLC History No change 349,207 129,220 7.72% 7.72% 177 0 0.0% Q2 2026 Jul 10, 2026
STUART INVESTMENT ADVISORS, INC. History No change 345,764 127,946 51.46% 51.46% 178 0 0.0% Q2 2026 Aug 06, 2026
LHM, INC. History No change 339,336 125,567 42.84% 42.84% 179 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 338,170 125,136 3.94% 3.94% 180 0 0.0% Q2 2026 Jul 30, 2026
Bell Bank History No change 338,086 125,105 4.77% 4.77% 181 0 0.0% Q2 2026 Jul 15, 2026
Busey Bank History No change 336,136 124,383 3.02% 3.02% 182 0 0.0% Q2 2026 Aug 13, 2026
Stash Investments, LLC History No change 333,819 123,526 39.82% 39.82% 183 0 0.0% Q2 2026 Jul 29, 2026
LANDAAS & CO /WI /ADV History No change 333,669 123,470 22.46% 22.46% 184 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 326,788 120,924 0.08% 0.08% 185 0 0.0% Q2 2026 Aug 13, 2026
Segment Wealth Management, LLC History No change 326,748 120,909 6.27% 6.27% 186 0 0.0% Q2 2026 Jul 16, 2026
Kinsale Capital Group, Inc. History No change 326,312 120,748 16.01% 16.01% 187 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 324,521 120,085 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 325,363 119,798 24.36% 24.36% 189 0 0.0% Q2 2026 Aug 06, 2026
HRT FINANCIAL LP History No change 323,560 119,730 0.22% 0.22% 190 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 366,069 117,438 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 14, 2026
Global Endowment Management, LP History No change 317,307 117,416 11.9% 11.9% 192 0 0.0% Q2 2026 Aug 14, 2026
Omnia Family Wealth, LLC History No change 315,802 116,859 31.32% 31.32% 193 0 0.0% Q2 2026 Jul 09, 2026
SAM Advisors, LLC History No change 315,641 116,799 31.88% 31.88% 194 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 314,243 116,282 0.69% 0.69% 195 0 0.0% Q2 2026 Aug 10, 2026
Prospera Capital Management, LLC History No change 311,472 116,000 36.27% 36.27% 196 0 0.0% Q2 2026 Jul 27, 2026
Yarbrough Capital, LLC History No change 310,912 115,049 3.44% 3.44% 197 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 307,840 113,912 1.34% 1.34% 198 0 0.0% Q2 2026 Jul 22, 2026
CENTRAL TRUST Co History No change 307,189 113,672 2.06% 2.06% 199 0 0.0% Q2 2026 Jul 31, 2026
Cliffwater LLC History No change 307,085 113,633 28.29% 28.29% 200 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 306,490 113,413 0.99% 0.99% 201 0 0.0% Q2 2026 Jul 27, 2026
BANK OF HAWAII History No change 304,458 112,661 5.56% 5.56% 202 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 300,858 111,308 0.46% 0.46% 203 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 298,954 110,624 0.42% 0.42% 204 0 0.0% Q2 2026 Aug 11, 2026
Fund Evaluation Group, LLC History No change 296,485 109,711 2.96% 2.96% 205 0 0.0% Q2 2026 Aug 07, 2026
Luminvest Wealth Management LLC History No change 296,405 109,363 25.41% 25.41% 206 0 0.0% Q2 2026 Jul 29, 2026
BRIGHTON JONES LLC History No change 295,175 109,226 2.03% 2.03% 207 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 291,592 107,901 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 290,722 107,578 0.66% 0.66% 209 0 0.0% Q2 2026 Jul 20, 2026
Concurrent Investment Advisors, LLC History No change 290,150 107,366 0.91% 0.91% 210 0 0.0% Q2 2026 Jul 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 287,863 106,520 0.06% 0.06% 211 0 0.0% Q2 2026 Aug 07, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 286,619 106,060 27.75% 27.75% 212 0 0.0% Q2 2026 Jul 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 284,920 105,431 6.31% 6.31% 213 0 0.0% Q2 2026 Jul 31, 2026
AMG National Trust Bank History No change 283,126 104,767 2.15% 2.15% 214 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK OF OMAHA History No change 281,754 103,478 2.92% 2.92% 215 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 277,167 102,563 0.2% 0.2% 216 0 0.0% Q2 2026 Aug 05, 2026
GP Brinson Investments LLC History Reduced 273,583 102,385 43.73% 41.67% 217 -2,260 -0.82% Q3 2026 Oct 01, 2026
AEGON USA Investment Management, LLC History No change 274,915 101,729 72.82% 72.82% 218 0 0.0% Q2 2026 Jul 17, 2026
GSG Advisors LLC History No change 274,889 101,720 22.39% 22.39% 219 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 270,908 100,246 18.65% 18.65% 220 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 269,521 99,733 8.02% 8.02% 221 0 0.0% Q2 2026 Aug 04, 2026
Sunesis Advisors, LLC History No change 263,225 97,403 40.27% 40.27% 222 0 0.0% Q2 2026 Jul 10, 2026
Circle Wealth Management, LLC History No change 260,552 96,414 1.21% 1.21% 223 0 0.0% Q2 2026 Aug 12, 2026
BECKER CAPITAL MANAGEMENT INC History No change 260,219 96,291 2.59% 2.59% 224 0 0.0% Q2 2026 Jul 31, 2026
AllGen Financial Advisors, Inc. History No change 258,950 95,822 20.92% 20.92% 225 0 0.0% Q2 2026 Jul 22, 2026
Bridgewater Advisors Inc. History No change 255,661 95,576 5.21% 5.21% 226 0 0.0% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History No change 257,670 95,348 1.8% 1.8% 227 0 0.0% Q2 2026 Jul 28, 2026
Garde Capital, Inc. History No change 257,161 95,159 4.26% 4.26% 228 0 0.0% Q2 2026 Jul 31, 2026
TD Capital Management LLC History No change 254,520 94,182 7.7% 7.7% 229 0 0.0% Q2 2026 Aug 06, 2026
LaSalle St. Investment Advisors, LLC History No change 252,521 93,442 11.42% 11.42% 230 0 0.0% Q2 2026 Aug 11, 2026
Shade Tree Advisors LLC History No change 252,227 93,334 54.36% 54.36% 231 0 0.0% Q2 2026 Aug 04, 2026
Operose Advisors LLC History No change 246,202 91,105 17.61% 17.61% 232 0 0.0% Q2 2026 Aug 13, 2026
Regent Peak Wealth Advisors LLC History No change 246,181 91,096 16.87% 16.87% 233 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Financial Partners, Inc. History No change 246,024 91,038 0.62% 0.62% 234 0 0.0% Q2 2026 Aug 14, 2026
Independence Asset Advisors, LLC History No change 245,018 90,666 23.62% 23.62% 235 0 0.0% Q2 2026 Jul 15, 2026
Ellevest, Inc. History No change 643,347 90,128 10.63% 10.63% 236 0 0.0% Q2 2026 Aug 10, 2026
Northstar Group, Inc. History No change 242,961 89,905 11.57% 11.57% 237 0 0.0% Q2 2026 Aug 03, 2026
Hassell Wealth Management, LLC History No change 243,871 89,805 27.55% 27.55% 238 0 0.0% Q2 2026 Jul 13, 2026
Atria Investments, Inc History No change 242,650 89,790 0.9% 0.9% 239 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 241,262 89,275 11.25% 11.25% 240 0 0.0% Q2 2026 Jul 27, 2026
Haverford Trust Co History No change 239,434 88,600 0.76% 0.76% 241 0 0.0% Q2 2026 Aug 12, 2026
Affiance Financial, LLC History No change 237,334 87,823 12.63% 12.63% 242 0 0.0% Q2 2026 Jul 09, 2026
Stratos Wealth Partners, LTD. History No change 230,371 85,246 0.86% 0.86% 243 0 0.0% Q2 2026 Aug 11, 2026
GuidedMoney, LLC History No change 228,524 84,563 39.14% 39.14% 244 0 0.0% Q2 2026 Jul 28, 2026
Nadler Financial Group, Inc. History No change 228,450 84,535 7.17% 7.17% 245 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 228,134 84,418 1.88% 1.88% 246 0 0.0% Q2 2026 Jul 28, 2026
Tidal Investments LLC History No change 227,412 84,151 0.15% 0.15% 247 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History No change 226,308 83,743 1.77% 1.77% 248 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 224,961 83,244 0.7% 0.7% 249 0 0.0% Q2 2026 Aug 06, 2026
Abacus Planning Group, Inc. History No change 223,439 82,681 10.22% 10.22% 250 0 0.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History No change 221,264 81,876 0.93% 0.93% 251 0 0.0% Q2 2026 Aug 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 220,854 81,724 8.32% 8.32% 252 0 0.0% Q2 2026 Jul 28, 2026
LIBRA WEALTH LLC History No change 220,794 81,702 20.88% 20.88% 253 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 220,768 81,692 0.42% 0.42% 254 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 218,064 80,692 8.37% 8.37% 255 0 0.0% Q2 2026 Jul 23, 2026
Hirtle & Co., LLC History No change 216,487 80,108 2.63% 2.63% 256 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 214,927 79,532 0.5% 0.5% 257 0 0.0% Q2 2026 Jul 20, 2026
ETF Portfolio Partners, Inc. History No change 211,886 78,406 18.65% 18.65% 258 0 0.0% Q2 2026 Jul 13, 2026
WBH ADVISORY INC History No change 210,936 78,054 5.24% 5.24% 259 0 0.0% Q2 2026 Aug 05, 2026
Obsido Oy History No change 210,709 77,970 41.69% 41.69% 260 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 210,467 77,877 0.85% 0.85% 261 0 0.0% Q2 2026 Aug 04, 2026
Asset Allocation & Management Company, LLC History No change 209,161 77,398 25.22% 25.22% 262 0 0.0% Q2 2026 Jul 15, 2026
HOWE & RUSLING INC History No change 208,470 77,142 4.47% 4.47% 263 0 0.0% Q2 2026 Aug 10, 2026
First Bank & Trust History No change 208,332 77,091 11.34% 11.34% 264 0 0.0% Q2 2026 Jul 09, 2026
Evensky & Katz LLC History No change 207,968 76,956 3.97% 3.97% 265 0 0.0% Q2 2026 Jul 22, 2026
Tanager Wealth Management LLP History No change 206,445 76,392 6.65% 6.65% 266 0 0.0% Q2 2026 Jul 23, 2026
REAP Financial Group, LLC History No change 202,074 74,775 12.77% 12.77% 267 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 201,909 74,714 0.35% 0.35% 268 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 201,578 74,591 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 199,184 74,542 0.53% 0.48% 270 +34,715 21.11% Q3 2026 Oct 08, 2026
Cedar Wealth Management, LLC History No change 200,645 74,246 19.09% 19.09% 271 0 0.0% Q2 2026 Aug 12, 2026
Arlington Trust Co LLC History No change 195,998 72,527 6.13% 6.13% 272 0 0.0% Q2 2026 Jul 07, 2026
BAILARD, INC. History No change 195,704 72,418 1.47% 1.47% 273 0 0.0% Q2 2026 Jul 30, 2026
Unconventional Investor, LLC History No change 195,196 72,230 29.88% 29.88% 274 0 0.0% Q2 2026 Aug 18, 2026
Winthrop Advisory Group LLC History No change 194,227 71,871 4.84% 4.84% 275 0 0.0% Q2 2026 Jul 17, 2026
Manske Wealth Management History No change 190,946 70,657 17.55% 17.55% 276 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 190,878 70,632 0.16% 0.16% 277 0 0.0% Q2 2026 Aug 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 190,730 70,577 0.93% 0.93% 278 0 0.0% Q2 2026 Jul 15, 2026
SMITH, MOORE & CO. History No change 189,875 70,261 4.56% 4.56% 279 0 0.0% Q2 2026 Aug 12, 2026
SWF LLC History No change 188,907 69,903 4.68% 4.68% 280 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 188,858 69,885 0.79% 0.79% 281 0 0.0% Q2 2026 Aug 10, 2026
Choate Investment Advisors History No change 187,376 69,336 1.22% 1.22% 282 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 186,460 68,997 4.11% 4.11% 283 0 0.0% Q2 2026 Aug 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 186,279 68,930 2.71% 2.71% 284 0 0.0% Q2 2026 Aug 18, 2026
Level Wealth Management LLC History No change 186,228 68,911 27.6% 27.6% 285 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 185,669 68,704 0.45% 0.45% 286 0 0.0% Q2 2026 Sep 08, 2026
HANOVER ADVISORS INC History No change 182,764 67,629 24.36% 24.36% 287 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 181,555 67,182 2.9% 2.9% 288 0 0.0% Q2 2026 Jul 09, 2026
Magnolia Wealth Management, LLC History No change 181,284 67,082 35.11% 35.11% 289 0 0.0% Q2 2026 Jul 14, 2026
Allegiance Financial Group Advisory Services LLC History No change 180,147 66,661 11.54% 11.54% 290 0 0.0% Q2 2026 Jul 27, 2026
Kearns & Associates LLC History No change 176,416 65,280 30.48% 30.48% 291 0 0.0% Q2 2026 Jul 23, 2026
Main Street Financial Solutions, LLC History No change 175,649 64,997 4.17% 4.17% 292 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 174,641 64,623 0.62% 0.62% 293 0 0.0% Q2 2026 Aug 07, 2026
BostonPremier Wealth LLC History No change 174,496 64,570 27.42% 27.42% 294 0 0.0% Q2 2026 Jul 24, 2026
Independent Order of Foresters History No change 173,815 64,318 62.64% 62.64% 295 0 0.0% Q2 2026 Aug 04, 2026
Wrenne Financial Planning LLC History No change 173,215 64,096 21.65% 21.65% 296 0 0.0% Q2 2026 Jul 27, 2026
Greenline Partners, LLC History No change 173,125 64,063 6.52% 6.52% 297 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 173,056 64,037 0.68% 0.68% 298 0 0.0% Q2 2026 Aug 03, 2026
Battery Global Advisors, LLC History No change 170,698 63,165 31.61% 31.61% 299 0 0.0% Q2 2026 Aug 12, 2026
Everhart Financial Group, Inc. History Reduced 167,850 62,816 3.87% 4.14% 300 -6,871 -3.93% Q3 2026 Oct 08, 2026
Quaker Wealth Management, LLC History No change 169,447 62,702 18.25% 18.25% 301 0 0.0% Q2 2026 Jul 24, 2026
PRINCIPAL SECURITIES, INC. History No change 168,597 62,387 0.75% 0.75% 302 0 0.0% Q2 2026 Aug 04, 2026
Wellspring Financial Advisors, LLC History No change 6,157,836 62,235 4.1% 4.1% 303 0 0.0% Q2 2026 Jul 20, 2026
PROFFITT & GOODSON INC History No change 167,205 61,872 8.5% 8.5% 304 0 0.0% Q2 2026 Jul 22, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 167,556 61,695 6.5% 6.5% 305 0 0.0% Q2 2026 Aug 03, 2026
Tumwater Wealth Management, LLC History No change 166,053 61,446 22.22% 22.22% 306 0 0.0% Q2 2026 Jul 20, 2026
TAIYO LIFE INSURANCE CO History No change 166,000 61,427 5.61% 5.61% 307 0 0.0% Q2 2026 Jul 27, 2026
Evanson Financial, LLC History No change 165,335 61,180 2.99% 2.99% 308 0 0.0% Q2 2026 Jul 07, 2026
HARBOUR INVESTMENTS, INC. History No change 162,611 60,172 0.81% 0.81% 309 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 160,346 59,334 0.59% 0.59% 310 0 0.0% Q2 2026 Aug 10, 2026
Smith & Howard Wealth Management, LLC History No change 159,097 58,872 11.7% 11.7% 311 0 0.0% Q2 2026 Aug 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 159,072 58,863 0.74% 0.74% 312 0 0.0% Q2 2026 Jul 24, 2026
OPUS INVESTMENT MANAGEMENT INC History No change 158,711 58,729 32.08% 32.08% 313 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 158,104 58,504 6.59% 6.59% 314 0 0.0% Q2 2026 Jul 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 154,859 57,304 0.68% 0.68% 315 0 0.0% Q2 2026 Aug 06, 2026
Equita Financial Network, Inc. History No change 154,472 57,160 15.87% 15.87% 316 0 0.0% Q2 2026 Jul 29, 2026
Family CFO Inc History No change 154,081 57,016 21.94% 21.94% 317 0 0.0% Q2 2026 Jul 20, 2026
Invst, LLC History No change 153,853 56,931 5.55% 5.55% 318 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 153,473 56,791 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 04, 2026
Johnson Financial Group, LLC History No change 153,392 56,761 3.06% 3.06% 320 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 152,931 56,590 0.72% 0.72% 321 0 0.0% Q2 2026 Aug 05, 2026
Ashford Advisors, LLC History No change 152,610 56,471 11.65% 11.65% 322 0 0.0% Q2 2026 Aug 06, 2026
WealthPlan Investment Management, LLC History No change 152,268 56,345 2.8% 2.8% 323 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 152,201 56,320 0.86% 0.86% 324 0 0.0% Q2 2026 Aug 05, 2026
Altus Wealth Management, LLC History No change 151,443 56,039 21.57% 21.57% 325 0 0.0% Q2 2026 Jul 21, 2026
MorganRosel Wealth Management, LLC History No change 151,049 55,894 18.87% 18.87% 326 0 0.0% Q2 2026 Aug 14, 2026
Wood Tarver Financial Group, LLC History No change 150,917 55,845 13.18% 13.18% 327 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 150,267 55,604 0.84% 0.84% 328 0 0.0% Q2 2026 Aug 10, 2026
Aberdeen Wealth Management LLC History No change 149,495 55,319 26.55% 26.55% 329 0 0.0% Q2 2026 Aug 13, 2026
PENNINGTON PARTNERS & CO., LLC History No change 148,980 55,128 17.66% 17.66% 330 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 147,726 54,664 1.35% 1.35% 331 0 0.0% Q2 2026 Jul 29, 2026
SEEDS INVESTOR LLC History No change 147,295 54,504 5.6% 5.6% 332 0 0.0% Q2 2026 Aug 12, 2026
Pure Financial Advisors, LLC History No change 146,944 54,375 0.69% 0.69% 333 0 0.0% Q2 2026 Aug 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 145,696 53,913 6.82% 6.82% 334 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 145,657 53,898 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 145,608 53,881 1.01% 1.01% 336 0 0.0% Q2 2026 Jul 15, 2026
JMG Financial Group, Ltd. History No change 145,598 53,877 1.3% 1.3% 337 0 0.0% Q2 2026 Jul 31, 2026
Optas, LLC History No change 144,214 53,369 7.48% 7.48% 338 0 0.0% Q2 2026 Jul 21, 2026
Morningstar Investment Management LLC History No change 165,190 52,994 3.27% 3.27% 339 0 0.0% Q2 2026 Jul 21, 2026
Wick Capital Partners, LLC History No change 147,295 52,755 7.96% 7.96% 340 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 142,520 52,738 0.76% 0.76% 341 0 0.0% Q2 2026 Aug 14, 2026
jvl associates llc History No change 142,495 52,728 14.96% 14.96% 342 0 0.0% Q2 2026 Jul 06, 2026
J.W. COLE ADVISORS, INC. History No change 142,428 52,703 0.9% 0.9% 343 0 0.0% Q2 2026 Jul 21, 2026
Brooklyn FI, LLC History No change 142,919 52,692 9.63% 9.63% 344 0 0.0% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 142,204 52,621 2.86% 2.86% 345 0 0.0% Q2 2026 Jul 28, 2026
Rosenberg Matthew Hamilton History Reduced 139,230 52,105 9.33% 9.66% 346 -833 -0.59% Q3 2026 Oct 05, 2026
Gibson Wealth Advisors LLC History No change 139,687 51,714 32.26% 32.26% 347 0 0.0% Q2 2026 Jul 14, 2026
Red Wave Investments LLC History No change 138,620 51,294 13.04% 13.04% 348 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 138,287 51,171 0.82% 0.82% 349 0 0.0% Q2 2026 Jul 17, 2026
Chicago Partners Investment Group LLC History No change 140,126 51,102 1.02% 1.02% 350 0 0.0% Q2 2026 Jul 29, 2026
Briggs Wealth Management, Inc History No change 137,237 50,783 46.36% 46.36% 351 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 136,039 50,339 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 14, 2026
First Western Trust Bank History No change 135,734 50,227 2.45% 2.45% 353 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 135,721 50,222 1.76% 1.76% 354 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 135,614 50,182 0.16% 0.16% 355 0 0.0% Q2 2026 Aug 10, 2026
White Wing Wealth Management History No change 135,161 50,014 26.09% 26.09% 356 0 0.0% Q2 2026 Jul 08, 2026
AlphaCore Capital LLC History No change 135,148 50,010 0.92% 0.92% 357 0 0.0% Q2 2026 Aug 06, 2026
Tennessee Valley Asset Management Partners History No change 134,818 49,888 5.5% 5.5% 358 0 0.0% Q2 2026 Aug 10, 2026
Cypress Capital, LLC History No change 134,808 49,884 13.49% 13.49% 359 0 0.0% Q2 2026 Jul 17, 2026
Michael & Susan Dell Foundation History No change 134,575 49,798 1.31% 1.31% 360 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 134,361 49,718 0.53% 0.53% 361 0 0.0% Q2 2026 Aug 06, 2026
Balentine LLC History No change 134,282 49,689 1.77% 1.77% 362 0 0.0% Q2 2026 Aug 06, 2026
Proficio Capital Partners LLC History No change 134,037 49,598 1.78% 1.78% 363 0 0.0% Q2 2026 Aug 14, 2026
CGN Advisors LLC History No change 133,385 49,357 3.6% 3.6% 364 0 0.0% Q2 2026 Jul 06, 2026
Navigation Group, LLC History No change 132,663 49,090 9.55% 9.55% 365 0 0.0% Q2 2026 Jul 29, 2026
Gross & Hartman Investments LLC History No change 132,463 49,016 21.65% 21.65% 366 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners Retirement Plan Advisors LLC History No change 133,330 48,948 20.45% 20.45% 367 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 131,648 48,715 2.11% 2.11% 368 0 0.0% Q2 2026 Jul 31, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 131,409 48,626 1.86% 1.86% 369 0 0.0% Q2 2026 Jul 22, 2026
Morling Financial Advisors, LLC History No change 131,326 48,595 13.5% 13.5% 370 0 0.0% Q2 2026 Aug 06, 2026
Capitol Family Office, Inc. History No change 130,889 48,434 51.15% 51.15% 371 0 0.0% Q2 2026 Jul 31, 2026
New England Private Wealth Advisors LLC History No change 132,573 48,367 4.67% 4.67% 372 0 0.0% Q2 2026 Aug 04, 2026
Pacific Center for Financial Services History No change 130,284 48,210 10.76% 10.76% 373 0 0.0% Q2 2026 Aug 05, 2026
Venture Visionary Partners LLC History Added to 128,024 47,911 1.25% 0.85% 374 +45,707 55.53% Q3 2026 Oct 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 129,334 47,858 1.05% 1.05% 375 0 0.0% Q2 2026 Jul 17, 2026
BFSG, LLC History No change 129,234 47,821 4.24% 4.24% 376 0 0.0% Q2 2026 Jul 20, 2026
Beacon Capital Management, LLC History No change 128,327 47,485 6.96% 6.96% 377 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 128,211 47,443 0.22% 0.22% 378 0 0.0% Q2 2026 Aug 13, 2026
BWM Planning, LLC History No change 128,127 47,412 10.99% 10.99% 379 0 0.0% Q2 2026 Jul 23, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 128,055 47,385 33.21% 33.21% 380 0 0.0% Q2 2026 Jul 27, 2026
Mallini Complete Financial Planning LLC History Reduced 125,151 46,836 32.83% 34.28% 381 -4,696 -3.62% Q3 2026 Oct 06, 2026
First PREMIER Bank History No change 126,010 46,629 7.54% 7.54% 382 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 125,678 46,517 0.26% 0.26% 383 0 0.0% Q2 2026 Aug 14, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 125,610 46,480 7.3% 7.3% 384 0 0.0% Q2 2026 Jul 23, 2026
Prentice Wealth Management LLC History No change 125,259 46,350 9.57% 9.57% 385 0 0.0% Q2 2026 Jul 15, 2026
VERITY Wealth Advisors History No change 124,452 46,052 27.81% 27.81% 386 0 0.0% Q2 2026 Jul 16, 2026
Liberty Capital Management, Inc. History No change 123,891 45,844 7.88% 7.88% 387 0 0.0% Q2 2026 Jul 17, 2026
Ameritas Advisory Services, LLC History No change 123,780 45,803 0.92% 0.92% 388 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 123,510 45,703 0.57% 0.57% 389 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 123,326 45,635 2.3% 2.3% 390 0 0.0% Q2 2026 Jul 16, 2026
COZAD ASSET MANAGEMENT INC History No change 123,213 45,593 2.95% 2.95% 391 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History No change 122,124 45,190 1.76% 1.76% 392 0 0.0% Q2 2026 Jul 29, 2026
PENNEY FINANCIAL, LLC History No change 122,064 45,168 15.79% 15.79% 393 0 0.0% Q2 2026 Jul 22, 2026
Keystone Financial Group History No change 122,055 45,165 2.68% 2.68% 394 0 0.0% Q2 2026 Jul 29, 2026
One Degree Advisors Inc History No change 120,821 44,615 9.96% 9.96% 395 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 120,337 44,529 2.54% 2.54% 396 0 0.0% Q2 2026 Jul 15, 2026
Manuka Financial, LLC History No change 120,269 44,504 23.1% 23.1% 397 0 0.0% Q2 2026 Jul 31, 2026
Tide Cove Capital Partners LLC History No change 116,862 44,503 28.79% 28.79% 398 0 0.0% Q2 2026 Aug 07, 2026
Sterling Wealth Management, Inc. History No change 119,686 44,288 11.01% 11.01% 399 0 0.0% Q2 2026 Jul 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 118,816 43,966 0.45% 0.45% 400 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 118,403 43,813 0.75% 0.75% 401 0 0.0% Q2 2026 Jul 10, 2026
Prudent Man Advisors, LLC History No change 117,125 43,340 9.91% 9.91% 402 0 0.0% Q2 2026 Aug 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 116,320 43,043 6.46% 6.46% 403 0 0.0% Q2 2026 Aug 10, 2026
Lexington Hill Partners, LLC History No change 116,265 43,022 20.86% 20.86% 404 0 0.0% Q2 2026 Jul 08, 2026
SENTINEL TRUST CO LBA History No change 115,924 42,897 3.8% 3.8% 405 0 0.0% Q2 2026 Jul 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 114,793 42,478 4.71% 4.71% 406 0 0.0% Q2 2026 Jul 09, 2026
Roundview Capital LLC History No change 114,717 42,450 2.32% 2.32% 407 0 0.0% Q2 2026 Jul 30, 2026
Connecticut Wealth Management, LLC History No change 114,517 42,375 1.57% 1.57% 408 0 0.0% Q2 2026 Jul 29, 2026
Kings Path Partners LLC History No change 114,004 42,185 11.22% 11.22% 409 0 0.0% Q2 2026 Jul 14, 2026
Foundation Wealth Management, LLC\PA History No change 113,838 42,124 12.71% 12.71% 410 0 0.0% Q2 2026 Jul 21, 2026
BCM ADVISORS, LLC History No change 115,200 42,024 8.18% 8.18% 411 0 0.0% Q2 2026 Jul 28, 2026
OLIO Financial Planning History No change 112,899 41,777 10.36% 10.36% 412 0 0.0% Q2 2026 Jul 17, 2026
Breakwater Investment Management History No change 112,814 41,745 14.21% 14.21% 413 0 0.0% Q2 2026 Aug 06, 2026
FSM Wealth Advisors, LLC History No change 111,306 41,187 4.39% 4.39% 414 0 0.0% Q2 2026 Jul 15, 2026
Integris Wealth Management, LLC History No change 111,124 41,120 8.3% 8.3% 415 0 0.0% Q2 2026 Jul 10, 2026
XY Planning Network, Inc. History No change 111,109 41,114 5.16% 5.16% 416 0 0.0% Q2 2026 Jul 14, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 110,105 41,005 23.32% 23.32% 417 0 0.0% Q2 2026 Jul 24, 2026
Telos Capital Management, Inc. History No change 109,957 40,688 3.59% 3.59% 418 0 0.0% Q2 2026 Jul 22, 2026
Gryphon Financial Partners LLC History No change 109,675 40,584 3.58% 3.58% 419 0 0.0% Q2 2026 Aug 05, 2026
CWA Asset Management Group, LLC History No change 109,459 40,504 1.23% 1.23% 420 0 0.0% Q2 2026 Jul 14, 2026
Clark Asset Management, LLC History No change 109,284 40,439 3.17% 3.17% 421 0 0.0% Q2 2026 Jul 07, 2026
Perigon Wealth Management, LLC History No change 108,707 40,225 0.63% 0.63% 422 0 0.0% Q2 2026 Aug 07, 2026
Scissortail Wealth Management, LLC History No change 108,661 40,208 7.74% 7.74% 423 0 0.0% Q2 2026 Aug 05, 2026
MAYPORT, LLC History No change 108,519 40,156 6.23% 6.23% 424 0 0.0% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 107,832 39,897 1.59% 1.59% 425 0 0.0% Q2 2026 Aug 05, 2026
Compass Financial Group, INC/SD History No change 107,616 39,822 4.57% 4.57% 426 0 0.0% Q2 2026 Aug 04, 2026
My Personal CFO, LLC History No change 107,227 39,678 15.49% 15.49% 427 0 0.0% Q2 2026 Jul 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 107,062 39,617 0.13% 0.13% 428 0 0.0% Q2 2026 Jul 28, 2026
Midwest Trust Co History No change 104,681 38,736 0.44% 0.44% 429 0 0.0% Q2 2026 Aug 04, 2026
SVRN Asset Management, LLC History No change 104,299 38,594 19.84% 19.84% 430 0 0.0% Q2 2026 Aug 14, 2026
Weinberger Asset Management, Inc History No change 104,758 38,572 12.37% 12.37% 431 0 0.0% Q2 2026 Aug 05, 2026
BARRETT & COMPANY, INC. History No change 103,784 38,404 10.75% 10.75% 432 0 0.0% Q2 2026 Jul 24, 2026
ASPIRIANT, LLC History No change 103,363 38,251 0.94% 0.94% 433 0 0.0% Q2 2026 Jul 20, 2026
Jacobi Capital Management LLC History No change 103,205 38,189 1.87% 1.87% 434 0 0.0% Q2 2026 Jul 31, 2026
KCM INVESTMENT ADVISORS LLC History No change 102,977 38,105 1.13% 1.13% 435 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 102,623 37,974 0.6% 0.6% 436 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 102,645 37,903 0.06% 0.06% 437 0 0.0% Q2 2026 Aug 13, 2026
Altiora Financial Group, LLC History No change 101,977 37,735 5.95% 5.95% 438 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 101,787 37,665 0.48% 0.48% 439 0 0.0% Q2 2026 Aug 13, 2026
BURNS J W & CO INC/NY History No change 101,396 37,520 3.91% 3.91% 440 0 0.0% Q2 2026 Jul 15, 2026
Summit Trail Advisors, LLC History No change 100,353 37,134 0.47% 0.47% 441 0 0.0% Q2 2026 Aug 11, 2026
Clarity Wealth Advisors, LLC History No change 100,173 37,068 6.54% 6.54% 442 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 100,084 37,034 0.57% 0.57% 443 0 0.0% Q2 2026 Aug 06, 2026
Chandler Asset Management, Inc. History No change 98,950 36,615 5.16% 5.16% 444 0 0.0% Q2 2026 Aug 07, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 98,571 36,475 17.96% 17.96% 445 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Strategies CORP History No change 98,471 36,438 18.11% 18.11% 446 0 0.0% Q2 2026 Jul 08, 2026
NATIXIS ADVISORS, LLC History No change 98,330 36,386 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 14, 2026
GenTrust, LLC History No change 97,825 36,199 1.39% 1.39% 448 0 0.0% Q2 2026 Aug 06, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 97,062 35,916 3.85% 3.85% 449 0 0.0% Q2 2026 Aug 21, 2026
Blankinship & Foster, LLC History No change 97,034 35,906 7.25% 7.25% 450 0 0.0% Q2 2026 Jul 30, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 96,017 35,530 1.94% 1.94% 451 0 0.0% Q2 2026 Jul 27, 2026
David Kennon Inc History No change 95,930 35,497 11.73% 11.73% 452 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 95,918 35,494 3.58% 3.58% 453 0 0.0% Q2 2026 Jul 16, 2026
Safe Harbor Family Capital, LLC History No change 95,475 35,329 23.61% 23.61% 454 0 0.0% Q2 2026 Aug 10, 2026
SAX WEALTH ADVISORS, LLC History No change 109,535 35,139 1.43% 1.43% 455 0 0.0% Q2 2026 Jul 09, 2026
Frank, Rimerman Advisors LLC History No change 94,520 34,976 1.98% 1.98% 456 0 0.0% Q2 2026 Jul 27, 2026
HBK Sorce Advisory LLC History No change 91,793 34,849 0.66% 0.66% 457 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 93,880 34,739 0.05% 0.05% 458 0 0.0% Q2 2026 Aug 13, 2026
Clear Harbor Asset Management, LLC History No change 93,371 34,551 2.13% 2.13% 459 0 0.0% Q2 2026 Aug 12, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 93,215 34,493 5.5% 5.5% 460 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 92,755 34,323 0.73% 0.73% 461 0 0.0% Q2 2026 Aug 03, 2026
NATIONAL BANK OF CANADA /FI/ History No change 92,680 34,270 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 10, 2026
Peak Financial Management, Inc. History No change 91,750 33,951 7.8% 7.8% 463 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 90,866 33,623 1.13% 1.13% 464 0 0.0% Q2 2026 Jul 24, 2026
KOM Wealth Management Group, LLC History No change 90,206 33,379 20.17% 20.17% 465 0 0.0% Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History No change 89,671 33,181 0.62% 0.62% 466 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 88,706 32,824 2.38% 2.38% 467 0 0.0% Q2 2026 Aug 14, 2026
Bricktown Capital, LLC History No change 88,400 32,711 5.91% 5.91% 468 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 97,232 32,633 0.54% 0.54% 469 0 0.0% Q2 2026 Aug 13, 2026
Great Diamond Partners, LLC History No change 87,989 32,559 5.6% 5.6% 470 0 0.0% Q2 2026 Jul 17, 2026
Crescent Grove Advisors, LLC History No change 87,864 32,513 2.71% 2.71% 471 0 0.0% Q2 2026 Aug 10, 2026
B&D White Capital Company, LLC History No change 87,825 32,498 3.23% 3.23% 472 0 0.0% Q2 2026 Jul 31, 2026
BURRUS FINANCIAL SERVICES, INC. History No change 87,378 32,330 14.04% 14.04% 473 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 87,096 32,228 2.61% 2.61% 474 0 0.0% Q2 2026 Aug 06, 2026
RETIREMENT CAPITAL STRATEGIES History No change 86,877 32,148 11.16% 11.16% 475 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 86,300 31,934 0.47% 0.47% 476 0 0.0% Q2 2026 Jul 14, 2026
Horizon Wealth Management, LLC History No change 85,605 31,677 4.04% 4.04% 477 0 0.0% Q2 2026 Aug 06, 2026
Discipline Wealth Solutions, LLC History No change 85,474 31,628 2.76% 2.76% 478 0 0.0% Q2 2026 Jul 21, 2026
Principle Wealth Partners LLC History No change 85,269 31,552 1.56% 1.56% 479 0 0.0% Q2 2026 Aug 07, 2026
MRWM Advisors, LLC History No change 85,151 31,509 12.95% 12.95% 480 0 0.0% Q2 2026 Jul 28, 2026
Cordant, Inc. History No change 84,909 31,419 11.32% 11.32% 481 0 0.0% Q2 2026 Jul 14, 2026
Trellis Wealth Advisors LLC History No change 84,658 31,326 10.75% 10.75% 482 0 0.0% Q2 2026 Jul 15, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 84,645 31,322 7.78% 7.78% 483 0 0.0% Q2 2026 Aug 07, 2026
Amicus Financial Advisors, LLC History No change 84,581 31,298 7.69% 7.69% 484 0 0.0% Q2 2026 Jul 20, 2026
Cooke Wealth Management, LLC History No change 84,052 31,102 25.47% 25.47% 485 0 0.0% Q2 2026 Jul 16, 2026
Prospera Financial Services Inc History No change 83,642 30,965 0.45% 0.45% 486 0 0.0% Q2 2026 Jul 15, 2026
Sharp Wealth Advisory, LLC History No change 83,017 30,719 14.23% 14.23% 487 0 0.0% Q2 2026 Jul 24, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 82,664 30,588 5.09% 5.09% 488 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 82,483 30,521 0.48% 0.48% 489 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 82,386 30,486 1.39% 1.39% 490 0 0.0% Q2 2026 Jul 23, 2026
Latigo Investments, LLC History No change 80,845 29,915 13.33% 13.33% 491 0 0.0% Q2 2026 Aug 06, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 80,749 29,880 19.72% 19.72% 492 0 0.0% Q2 2026 Jul 21, 2026
Freestone Capital Holdings, LLC History No change 80,736 29,875 0.77% 0.77% 493 0 0.0% Q2 2026 Jul 31, 2026
Firestone Capital Management History No change 80,624 29,833 5.56% 5.56% 494 0 0.0% Q2 2026 Jul 31, 2026
LJI Wealth Management, LLC History No change 80,375 29,742 4.17% 4.17% 495 0 0.0% Q2 2026 Jul 31, 2026
Gordian Advisors LLC History No change 80,337 29,727 17.48% 17.48% 496 0 0.0% Q2 2026 Aug 04, 2026
Apollon Wealth Management, LLC History No change 79,744 29,508 0.36% 0.36% 497 0 0.0% Q2 2026 Jul 22, 2026
Pine Ridge Advisers LLC History No change 79,214 29,312 1.77% 1.77% 498 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 79,090 29,268 0.46% 0.46% 499 0 0.0% Q2 2026 Jul 22, 2026
Vernal Point Advisors, LLC History No change 78,259 28,958 9.78% 9.78% 500 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 77,998 28,862 0.42% 0.42% 501 0 0.0% Q2 2026 Aug 11, 2026
Benchmark Financial Wealth Advisors, LLC History No change 77,929 28,836 7.11% 7.11% 502 0 0.0% Q2 2026 Jul 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 77,814 28,794 2.78% 2.78% 503 0 0.0% Q2 2026 Jul 22, 2026
Compound Planning, Inc. History No change 77,507 28,681 0.75% 0.75% 504 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 77,169 28,555 0.31% 0.31% 505 0 0.0% Q2 2026 Jul 28, 2026
Financial Architects, LLC History No change 77,158 28,551 13.69% 13.69% 506 0 0.0% Q2 2026 Jul 21, 2026
SAPIENT CAPITAL LLC History Added to 75,971 28,431 0.38% 0.37% 507 +353 0.47% Q3 2026 Oct 08, 2026
Brookstone Capital Management History No change 76,368 28,259 0.28% 0.28% 508 0 0.0% Q2 2026 Jul 15, 2026
HUNTINGTON NATIONAL BANK History No change 76,336 28,247 0.14% 0.14% 509 0 0.0% Q2 2026 Aug 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 76,318 28,240 3.73% 3.73% 510 0 0.0% Q2 2026 Jul 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 77,290 28,195 5.31% 5.31% 511 0 0.0% Q2 2026 Jul 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 75,753 28,031 2.42% 2.42% 512 0 0.0% Q2 2026 Jul 27, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 75,720 28,019 0.71% 0.71% 513 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 75,624 27,983 4.8% 4.8% 514 0 0.0% Q2 2026 Aug 14, 2026
Sound Portfolio Advisors, LLC History No change 75,620 27,982 19.86% 19.86% 515 0 0.0% Q2 2026 Aug 06, 2026
Mullooly Asset Management, Inc. History No change 75,484 27,937 8.6% 8.6% 516 0 0.0% Q2 2026 Aug 05, 2026
Dakota Wealth Management History No change 75,191 27,823 0.53% 0.53% 517 0 0.0% Q2 2026 Aug 07, 2026
Aspect Partners, LLC History No change 74,989 27,748 10.35% 10.35% 518 0 0.0% Q2 2026 Jul 16, 2026
Bucket List Wealth Management, LLC History No change 74,953 27,735 13.66% 13.66% 519 0 0.0% Q2 2026 Jul 16, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 74,911 27,720 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Shotwell Rutter Baer Inc History No change 74,857 27,700 15.21% 15.21% 521 0 0.0% Q2 2026 Jul 21, 2026
Pacific Park Financial, Inc. History No change 74,797 27,677 16.07% 16.07% 522 0 0.0% Q2 2026 Jul 21, 2026
Cresta Advisors, Ltd. History No change 74,775 27,669 9.93% 9.93% 523 0 0.0% Q2 2026 Jul 22, 2026
DEFINE FINANCIAL, LLC History No change 74,719 27,648 12.69% 12.69% 524 0 0.0% Q2 2026 Jul 13, 2026
Carter Financial, LLC History No change 74,694 27,639 20.73% 20.73% 525 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co of South Dakota History No change 74,680 27,634 17.05% 17.05% 526 0 0.0% Q2 2026 Jul 28, 2026
Clarity Wealth Development LLC History No change 74,351 27,512 15.27% 15.27% 527 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 74,214 27,462 0.56% 0.56% 528 0 0.0% Q2 2026 Aug 06, 2026
M&T BANK CORP History No change 73,837 27,322 0.08% 0.08% 529 0 0.0% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History No change 73,303 27,125 1.1% 1.1% 530 0 0.0% Q2 2026 Jul 28, 2026
Cannon Financial Strategists, Inc. History No change 71,573 26,484 3.01% 3.01% 531 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History No change 71,328 26,394 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 06, 2026
CASCADE INVESTMENT GROUP, INC. History No change 71,159 26,331 14.77% 14.77% 533 0 0.0% Q2 2026 Jul 23, 2026
WealthCollab, LLC History No change 70,785 26,193 9.49% 9.49% 534 0 0.0% Q2 2026 Aug 10, 2026
Seneschal Advisors, LLC History No change 70,775 26,189 17.93% 17.93% 535 0 0.0% Q2 2026 Aug 13, 2026
Roger Wittlin Investment Advisory, LLC History No change 70,742 26,177 20.57% 20.57% 536 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 70,601 26,125 0.43% 0.43% 537 0 0.0% Q2 2026 Jul 31, 2026
Essential Planning, LLC. History No change 70,599 26,124 7.38% 7.38% 538 0 0.0% Q2 2026 Aug 03, 2026
Aspen Grove Capital, LLC History No change 70,563 26,116 3.76% 3.76% 539 0 0.0% Q2 2026 Aug 14, 2026
W.H. Cornerstone Investments Inc. History No change 70,334 26,026 14.72% 14.72% 540 0 0.0% Q2 2026 Aug 07, 2026
Sound View Wealth Advisors Group, LLC History No change 70,286 26,008 1.61% 1.61% 541 0 0.0% Q2 2026 Aug 11, 2026
Kraft, Davis & Associates, LLC History No change 70,636 25,966 5.42% 5.42% 542 0 0.0% Q2 2026 Jul 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 69,979 25,894 0.19% 0.19% 543 0 0.0% Q2 2026 Jul 23, 2026
BBR PARTNERS, LLC History No change 69,840 25,843 1.21% 1.21% 544 0 0.0% Q2 2026 Aug 11, 2026
Pitcairn Wealth Advisors LLC History No change 69,804 25,831 2.83% 2.83% 545 0 0.0% Q2 2026 Aug 10, 2026
Callan Family Office, LLC History No change 69,767 25,816 0.5% 0.5% 546 0 0.0% Q2 2026 Aug 11, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 69,521 25,725 5.49% 5.49% 547 0 0.0% Q2 2026 Jul 27, 2026
Raab & Moskowitz Asset Management LLC History No change 69,441 25,695 5.17% 5.17% 548 0 0.0% Q2 2026 Jul 28, 2026
Dorsey & Whitney Trust CO LLC History No change 69,355 25,664 1.25% 1.25% 549 0 0.0% Q2 2026 Aug 14, 2026
DELPHI FINANCIAL GROUP, INC. History No change 68,900 25,495 12.6% 12.6% 550 0 0.0% Q2 2026 Aug 13, 2026
Karpus Management, Inc. History No change 68,670 25,410 0.73% 0.73% 551 0 0.0% Q2 2026 Aug 14, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 68,570 25,373 2.94% 2.94% 552 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 68,433 25,323 0.64% 0.64% 553 0 0.0% Q2 2026 Aug 07, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 68,204 25,238 6.81% 6.81% 554 0 0.0% Q2 2026 Aug 07, 2026
CRA Financial Services, LLC History No change 67,876 25,116 2.89% 2.89% 555 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 67,795 25,087 0.12% 0.12% 556 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Capital Partners, LLC History No change 67,736 25,065 10.36% 10.36% 557 0 0.0% Q2 2026 Jul 09, 2026
HighPoint Advisor Group LLC History No change 67,715 25,057 0.88% 0.88% 558 0 0.0% Q2 2026 Aug 05, 2026
Western Wealth Management, LLC History No change 66,260 24,518 0.8% 0.8% 559 0 0.0% Q2 2026 Aug 14, 2026
ArchPoint Investors History No change 65,721 24,319 5.14% 5.14% 560 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 65,645 24,293 0.22% 0.22% 561 0 0.0% Q2 2026 Jul 24, 2026
REDW Wealth LLC History No change 65,597 24,273 8.7% 8.7% 562 0 0.0% Q2 2026 Jul 30, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 297,349 24,229 1.16% 1.16% 563 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 65,156 24,110 18.94% 18.94% 564 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY TRUST CO History No change 64,782 23,971 0.26% 0.26% 565 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 64,390 23,826 0.51% 0.51% 566 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 64,147 23,734 0.04% 0.04% 567 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 63,670 23,560 3.0% 3.0% 568 0 0.0% Q2 2026 Jul 30, 2026
Parisi Gray Wealth Management History No change 63,547 23,514 4.83% 4.83% 569 0 0.0% Q2 2026 Jul 09, 2026
Diversify Advisory Services, LLC History No change 64,154 23,427 0.39% 0.39% 570 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 64,154 23,427 0.39% 0.39% 571 0 0.0% Q2 2026 Jul 29, 2026
Industrial Alliance Investment Management Inc. History No change 63,163 23,373 11.0% 11.0% 572 0 0.0% Q2 2026 Jul 29, 2026
Compass Advisory Group LLC History No change 62,990 23,308 5.54% 5.54% 573 0 0.0% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 62,924 23,284 0.94% 0.94% 574 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 62,906 23,277 2.62% 2.62% 575 0 0.0% Q2 2026 Jul 13, 2026
Capital Group Private Client Services, Inc. History No change 62,791 23,235 0.33% 0.33% 576 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Wealth Group, LLC History No change 62,271 23,042 1.37% 1.37% 577 0 0.0% Q2 2026 Jul 27, 2026
HT Partners LLC History No change 62,250 23,034 6.38% 6.38% 578 0 0.0% Q2 2026 Jul 16, 2026
Range Advisory, LLC History No change 61,835 22,881 2.72% 2.72% 579 0 0.0% Q2 2026 Sep 02, 2026
Plotkin Financial Advisors, LLC History No change 61,708 22,834 9.48% 9.48% 580 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 61,345 22,759 0.92% 0.92% 581 0 0.0% Q2 2026 Aug 12, 2026
Glenview Trust Co History No change 61,476 22,748 0.31% 0.31% 582 0 0.0% Q2 2026 Aug 18, 2026
5th Street Advisors, LLC History No change 61,419 22,727 8.64% 8.64% 583 0 0.0% Q2 2026 Aug 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 61,030 22,583 1.34% 1.34% 584 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 60,889 22,531 0.62% 0.62% 585 0 0.0% Q2 2026 Aug 14, 2026
Addis & Hill, Inc History No change 60,866 22,522 12.41% 12.41% 586 0 0.0% Q2 2026 Jul 07, 2026
CVA Family Office, LLC History No change 60,685 22,455 2.03% 2.03% 587 0 0.0% Q2 2026 Aug 07, 2026
SteelPeak Wealth, LLC History No change 60,449 22,368 0.58% 0.58% 588 0 0.0% Q2 2026 Jul 13, 2026
URS Advisory LLC History No change 60,411 22,354 12.44% 12.44% 589 0 0.0% Q2 2026 Jul 27, 2026
VVR Holdings LLC History No change 60,342 22,329 9.66% 9.66% 590 0 0.0% Q2 2026 Jul 15, 2026
Axos Invest Inc. History No change 59,943 22,181 16.24% 16.24% 591 0 0.0% Q2 2026 Aug 07, 2026
St. Louis Trust Co History No change 240,357 22,117 2.53% 2.53% 592 0 0.0% Q2 2026 Jul 30, 2026
Nova R Wealth, Inc. History No change 59,634 22,066 6.44% 6.44% 593 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone National Bank & Trust Co History No change 59,721 22,053 7.45% 7.45% 594 0 0.0% Q2 2026 Jul 21, 2026
Summit Financial Wealth Advisors, LLC History No change 59,055 21,852 2.79% 2.79% 595 0 0.0% Q2 2026 Jul 15, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 58,985 21,826 3.23% 3.23% 596 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 58,978 21,824 0.29% 0.29% 597 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 58,925 21,804 0.4% 0.4% 598 0 0.0% Q2 2026 Aug 12, 2026
Palisades Hudson Asset Management, L.P. History No change 58,484 21,641 7.57% 7.57% 599 0 0.0% Q2 2026 Aug 07, 2026
Monument Group Wealth Advisors, LLC History No change 58,267 21,561 10.35% 10.35% 600 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 58,165 21,478 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 27, 2026
Fonville Wealth Management LLC History No change 58,009 21,465 3.51% 3.51% 602 0 0.0% Q2 2026 Jul 28, 2026
Trace Wealth Advisors, LLC History No change 57,926 21,434 14.02% 14.02% 603 0 0.0% Q2 2026 Jul 28, 2026
ENTRUST FINANCIAL LLC History No change 57,729 21,361 13.85% 13.85% 604 0 0.0% Q2 2026 Jul 20, 2026
TCI Wealth Advisors, Inc. History No change 57,474 21,267 0.92% 0.92% 605 0 0.0% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 57,284 21,197 2.78% 2.78% 606 0 0.0% Q2 2026 Jul 27, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 57,239 21,180 10.13% 10.13% 607 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 57,132 21,141 1.28% 1.28% 608 0 0.0% Q2 2026 Aug 07, 2026
Fairway Financial, LLC History No change 57,128 21,139 14.46% 14.46% 609 0 0.0% Q2 2026 Aug 03, 2026
McClarren Financial Advisors, Inc. History No change 56,550 20,925 10.82% 10.82% 610 0 0.0% Q2 2026 Jul 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 56,505 20,909 7.23% 7.23% 611 0 0.0% Q2 2026 Aug 14, 2026
Stokes Family Office, LLC History No change 56,424 20,879 2.43% 2.43% 612 0 0.0% Q2 2026 Aug 11, 2026
Kaydan Wealth Management, Inc. History Added to 55,628 20,818 7.14% 4.13% 613 +19,027 51.98% Q3 2026 Oct 08, 2026
Ridge Creek Global, Inc History No change 56,261 20,818 16.2% 16.2% 614 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 56,182 20,789 0.44% 0.44% 615 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 56,076 20,750 0.64% 0.64% 616 0 0.0% Q2 2026 Aug 05, 2026
Clarity Capital Advisors, LLC History No change 56,052 20,741 8.7% 8.7% 617 0 0.0% Q2 2026 Jul 13, 2026
WASHINGTON TRUST Co History No change 56,028 20,732 0.64% 0.64% 618 0 0.0% Q2 2026 Aug 03, 2026
MontVue Capital Management, Inc. History No change 55,936 20,698 11.91% 11.91% 619 0 0.0% Q2 2026 Jul 27, 2026
Portland Global Advisors LLC History No change 55,487 20,532 1.95% 1.95% 620 0 0.0% Q2 2026 Aug 13, 2026
AA Financial Advisors, LLC History No change 55,335 20,476 2.46% 2.46% 621 0 0.0% Q2 2026 Jul 17, 2026
Avion Wealth History No change 55,297 20,462 3.81% 3.81% 622 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 55,263 20,449 0.43% 0.43% 623 0 0.0% Q2 2026 Jul 29, 2026
Long Island Wealth Management, Inc. History No change 55,238 20,440 8.44% 8.44% 624 0 0.0% Q2 2026 Aug 07, 2026
Reality Financial Planning Services, LLC History No change 55,140 20,404 19.69% 19.69% 625 0 0.0% Q2 2026 Aug 17, 2026
Johnson Financial Group, Inc. History No change 55,040 20,367 0.67% 0.67% 626 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Management LLC History No change 55,012 20,356 0.67% 0.67% 627 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 54,965 20,339 1.79% 1.79% 628 0 0.0% Q2 2026 Aug 04, 2026
Applied Capital LLC History No change 54,824 20,287 6.54% 6.54% 629 0 0.0% Q2 2026 Jul 21, 2026
University of Maryland Foundation, Inc. History No change 54,783 20,272 36.15% 36.15% 630 0 0.0% Q2 2026 Aug 12, 2026
Advisor OS, LLC History No change 54,673 20,231 1.35% 1.35% 631 0 0.0% Q2 2026 Aug 05, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 54,256 20,076 0.68% 0.68% 632 0 0.0% Q2 2026 Aug 17, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 54,228 20,066 6.43% 6.43% 633 0 0.0% Q2 2026 Jul 17, 2026
Fullerton Advisors, LLC History No change 54,002 19,982 18.69% 18.69% 634 0 0.0% Q2 2026 Jul 27, 2026
Legacy Financial Strategies, LLC History No change 53,791 19,904 3.08% 3.08% 635 0 0.0% Q2 2026 Jul 21, 2026
Rockbridge Investment Management, LCC History No change 53,273 19,713 1.6% 1.6% 636 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 53,235 19,699 1.14% 1.14% 637 0 0.0% Q2 2026 Aug 11, 2026
Gibraltar Capital Management, Inc. History No change 52,527 19,437 2.99% 2.99% 638 0 0.0% Q2 2026 Jul 20, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 52,400 19,390 0.89% 0.89% 639 0 0.0% Q2 2026 Jul 28, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 52,257 19,337 14.32% 14.32% 640 0 0.0% Q2 2026 Jul 30, 2026
PARK NATIONAL CORP /OH/ History Added to 51,565 19,297 0.52% 0.52% 641 +1,478 2.95% Q3 2026 Oct 05, 2026
Wilson & Boucher Capital Management, LLC History No change 51,875 19,195 11.26% 11.26% 642 0 0.0% Q2 2026 Aug 18, 2026
SageView Advisory Group, LLC History No change 51,869 19,193 0.63% 0.63% 643 0 0.0% Q2 2026 Aug 10, 2026
LifeGuide Financial Advisors, LLC History No change 51,724 19,140 5.45% 5.45% 644 0 0.0% Q2 2026 Jul 09, 2026
GFS Advisors, LLC History No change 20,282 19,096 2.01% 2.01% 645 0 0.0% Q2 2026 Aug 04, 2026
Independent Advisor Alliance History No change 51,577 19,085 0.45% 0.45% 646 0 0.0% Q2 2026 Aug 12, 2026
Dogwood Wealth Management LLC History No change 51,529 19,067 7.53% 7.53% 647 0 0.0% Q2 2026 Jul 06, 2026
Cornerstone Wealth Management, LLC History No change 51,439 19,034 0.82% 0.82% 648 0 0.0% Q2 2026 Jul 22, 2026
Bulwark Capital Corp History No change 51,209 18,949 10.66% 10.66% 649 0 0.0% Q2 2026 Jul 06, 2026
SEMITAM BONAM LLC History No change 51,101 18,909 13.89% 13.89% 650 0 0.0% Q2 2026 Jul 24, 2026
Downshift Financial, LLC History No change 51,044 18,888 8.48% 8.48% 651 0 0.0% Q2 2026 Aug 12, 2026
MJP ASSOCIATES INC /ADV History No change 51,016 18,878 2.06% 2.06% 652 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 50,969 18,861 2.38% 2.38% 653 0 0.0% Q2 2026 Jul 23, 2026
Goldstone Financial Group, LLC History No change 50,866 18,822 1.72% 1.72% 654 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Advisers, LLC History No change 50,841 18,813 13.62% 13.62% 655 0 0.0% Q2 2026 Jul 29, 2026
DAVIS R M INC History No change 50,777 18,789 0.3% 0.3% 656 0 0.0% Q2 2026 Aug 14, 2026
Arta Finance Wealth Management LLC History No change 50,481 18,679 7.99% 7.99% 657 0 0.0% Q2 2026 Aug 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 50,238 18,590 0.91% 0.91% 658 0 0.0% Q2 2026 Jul 28, 2026
Drucker Wealth 3.0, LLC History No change 49,744 18,407 2.91% 2.91% 659 0 0.0% Q2 2026 Jul 13, 2026
FIRST HORIZON CORP History No change 49,710 18,394 0.71% 0.71% 660 0 0.0% Q2 2026 Jul 20, 2026
Sherman Asset Management, Inc. History No change 49,695 18,389 14.27% 14.27% 661 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Private Wealth, LLC History No change 49,664 18,377 11.26% 11.26% 662 0 0.0% Q2 2026 Aug 11, 2026
MARQUETTE ASSOCIATES, INC. History No change 49,489 18,312 13.35% 13.35% 663 0 0.0% Q2 2026 Aug 14, 2026
CONNING INC. History No change 49,266 18,230 0.55% 0.55% 664 0 0.0% Q2 2026 Jul 30, 2026
Stonekeep Investments, LLC History No change 49,073 18,159 10.57% 10.57% 665 0 0.0% Q2 2026 Jul 10, 2026
JFS WEALTH ADVISORS, LLC History No change 48,941 18,110 0.9% 0.9% 666 0 0.0% Q2 2026 Jul 10, 2026
ASSOCIATED BANC-CORP History No change 48,879 18,087 0.43% 0.43% 667 0 0.0% Q2 2026 Jul 31, 2026
WESBANCO BANK INC History No change 48,567 17,971 0.45% 0.45% 668 0 0.0% Q2 2026 Jul 28, 2026
VSM Wealth Advisory, LLC History No change 48,563 17,970 4.77% 4.77% 669 0 0.0% Q2 2026 Jul 22, 2026
Pine Harbor Wealth Management, LLC History No change 48,555 17,967 4.81% 4.81% 670 0 0.0% Q2 2026 Aug 13, 2026
Strategic Blueprint, LLC History No change 48,502 17,947 0.9% 0.9% 671 0 0.0% Q2 2026 Jul 23, 2026
Coston, McIsaac & Partners History No change 48,417 17,915 3.6% 3.6% 672 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 48,347 17,886 0.05% 0.05% 673 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 48,320 17,880 1.41% 1.41% 674 0 0.0% Q2 2026 Aug 06, 2026
Skyline Advisors, Inc. History No change 48,253 17,855 5.6% 5.6% 675 0 0.0% Q2 2026 Jul 20, 2026
Stratos Investment Management, LLC History No change 48,103 17,800 0.64% 0.64% 676 0 0.0% Q2 2026 Aug 11, 2026
Ironsides Asset Advisors, LLC History No change 48,016 17,767 4.16% 4.16% 677 0 0.0% Q2 2026 Aug 12, 2026
Swisher Financial Concepts, Inc. History No change 47,901 17,725 11.16% 11.16% 678 0 0.0% Q2 2026 Aug 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 47,772 17,677 0.21% 0.21% 679 0 0.0% Q2 2026 Aug 07, 2026
OLD MISSION CAPITAL LLC History No change 261,342 17,656 0.28% 0.28% 680 0 0.0% Q2 2026 Aug 14, 2026
SJBENEN ADVISORY, LLC History No change 47,687 17,595 9.97% 9.97% 681 0 0.0% Q2 2026 Aug 10, 2026
Index Fund Advisors, Inc. History No change 47,515 17,582 0.7% 0.7% 682 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 47,452 17,559 1.22% 1.22% 683 0 0.0% Q2 2026 Jul 07, 2026
Peterson Wealth Advisors, LLC History Reduced 46,895 17,549 2.04% 2.11% 684 -1,380 -2.86% Q3 2026 Oct 08, 2026
New Covenant Trust Company, N.A. History Reduced 46,784 17,508 12.12% 13.05% 685 -6 -0.01% Q3 2026 Oct 08, 2026
Aptus Capital Advisors, LLC History No change 47,273 17,492 0.12% 0.12% 686 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 47,230 17,477 0.49% 0.49% 687 0 0.0% Q2 2026 Aug 10, 2026
Carr Financial Group Corp History No change 47,161 17,451 4.02% 4.02% 688 0 0.0% Q2 2026 Aug 06, 2026
iA Global Asset Management Inc. History No change 47,062 17,415 0.21% 0.21% 689 0 0.0% Q2 2026 Jul 29, 2026
FOCUSED ALPHA, LLC History No change 47,025 17,401 4.46% 4.46% 690 0 0.0% Q2 2026 Aug 07, 2026
FAYEZ SAROFIM & CO History No change 46,964 17,378 0.04% 0.04% 691 0 0.0% Q2 2026 Aug 14, 2026
Great Lakes Retirement, Inc. History No change 46,691 17,276 1.53% 1.53% 692 0 0.0% Q2 2026 Jul 30, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 46,567 17,231 1.23% 1.23% 693 0 0.0% Q2 2026 Jul 16, 2026
Next Level Wealth Planning, LLC History No change 46,534 17,219 7.58% 7.58% 694 0 0.0% Q2 2026 Jul 30, 2026
Bradley & Co. Private Wealth Management, LLC History No change 46,463 17,193 8.19% 8.19% 695 0 0.0% Q2 2026 Aug 10, 2026
Scarborough Advisors, LLC History No change 46,776 17,136 1.97% 1.97% 696 0 0.0% Q2 2026 Jul 21, 2026
Abound Wealth Management History No change 46,138 17,072 3.39% 3.39% 697 0 0.0% Q2 2026 Jul 10, 2026
Coastline Trust Co History Reduced 45,581 17,058 1.59% 1.77% 698 -8,356 -15.49% Q3 2026 Oct 01, 2026
WEDBUSH SECURITIES INC History No change 46,059 17,044 0.44% 0.44% 699 0 0.0% Q2 2026 Jul 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 45,994 17,019 0.07% 0.07% 700 0 0.0% Q2 2026 Aug 12, 2026
DMKC Advisory Services, LLC History No change 45,993 17,019 3.21% 3.21% 701 0 0.0% Q2 2026 Jul 07, 2026
Warwick Investment Management, Inc. History No change 45,988 17,017 1.91% 1.91% 702 0 0.0% Q2 2026 Jul 31, 2026
Seven Post Investment Office LP History No change 45,938 16,998 4.83% 4.83% 703 0 0.0% Q2 2026 Jul 28, 2026
Chevy Chase Trust Holdings, LLC History No change 45,600 16,873 0.04% 0.04% 704 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 45,432 16,811 0.08% 0.08% 705 0 0.0% Q2 2026 Jul 13, 2026
OPPENHEIMER & CO INC History No change 45,325 16,772 0.18% 0.18% 706 0 0.0% Q2 2026 Aug 03, 2026
First Heartland Consultants, Inc. History Added to 44,805 16,767 1.11% 0.8% 707 +11,331 33.85% Q3 2026 Oct 08, 2026
VPR Management LLC History No change 45,200 16,725 6.72% 6.72% 708 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 44,970 16,640 0.71% 0.71% 709 0 0.0% Q2 2026 Jul 29, 2026
Prepared Retirement Institute LLC History No change 44,970 16,640 7.08% 7.08% 710 0 0.0% Q2 2026 Aug 10, 2026
HEADINVEST, LLC History No change 44,922 16,622 3.1% 3.1% 711 0 0.0% Q2 2026 Aug 14, 2026
Sharper & Granite LLC History No change 44,889 16,610 5.15% 5.15% 712 0 0.0% Q2 2026 Jul 16, 2026
Ares Financial Consulting, LLC History No change 44,884 16,609 11.92% 11.92% 713 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 44,871 16,604 0.48% 0.48% 714 0 0.0% Q2 2026 Aug 06, 2026
a16z Perennial Management, L.P. History No change 44,683 16,534 1.34% 1.34% 715 0 0.0% Q2 2026 Jul 24, 2026
CHILTON INVESTMENT CO INC. History No change 44,664 16,527 0.4% 0.4% 716 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 44,532 16,478 1.32% 1.32% 717 0 0.0% Q2 2026 Aug 11, 2026
Regal Investment Advisors LLC History No change 44,510 16,470 0.86% 0.86% 718 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Advisors, LLC History No change 44,483 16,460 0.9% 0.9% 719 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 44,399 16,430 0.54% 0.54% 720 0 0.0% Q2 2026 Jul 31, 2026
Soltis Investment Advisors LLC History No change 44,388 16,425 0.91% 0.91% 721 0 0.0% Q2 2026 Jul 31, 2026
Sandy Cove Advisors, LLC History No change 44,321 16,400 4.1% 4.1% 722 0 0.0% Q2 2026 Jul 07, 2026
Glassman Wealth Services History No change 44,230 16,366 1.96% 1.96% 723 0 0.0% Q2 2026 Aug 05, 2026
Olistico Wealth, LLC History Reduced 43,468 16,267 6.8% 6.89% 724 -782,415 -94.74% Q3 2026 Oct 05, 2026
Berman McAleer LLC History No change 43,895 16,242 1.88% 1.88% 725 0 0.0% Q2 2026 Jul 16, 2026
Shelter Mutual Insurance Co History No change 43,850 16,226 3.43% 3.43% 726 0 0.0% Q2 2026 Aug 11, 2026
SELDON CAPITAL LP History No change 43,798 16,207 5.07% 5.07% 727 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 43,751 16,189 1.31% 1.31% 728 0 0.0% Q2 2026 Aug 03, 2026
Commerce Advisors, LLC History No change 43,665 16,157 8.78% 8.78% 729 0 0.0% Q2 2026 Aug 04, 2026
Heirloom Wealth Management History No change 43,579 16,125 2.34% 2.34% 730 0 0.0% Q2 2026 Aug 03, 2026
NIA IMPACT ADVISORS, LLC History No change 43,575 16,124 6.68% 6.68% 731 0 0.0% Q2 2026 Aug 03, 2026
Disciplina Capital Management LLC History No change 43,510 16,100 1.66% 1.66% 732 0 0.0% Q2 2026 Aug 10, 2026
Synergy Asset Management, LLC History No change 43,479 16,088 1.52% 1.52% 733 0 0.0% Q2 2026 Jul 22, 2026
Greenspring Advisors, LLC History No change 43,356 16,043 0.89% 0.89% 734 0 0.0% Q2 2026 Aug 11, 2026
Asset Management Group, Inc. History No change 43,296 16,021 2.34% 2.34% 735 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 43,184 15,979 0.2% 0.2% 736 0 0.0% Q2 2026 Aug 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 43,183 15,979 0.84% 0.84% 737 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 43,082 15,942 0.23% 0.23% 738 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 42,749 15,818 2.39% 2.39% 739 0 0.0% Q2 2026 Jul 23, 2026
Avant Financial Advisors LLC History No change 42,678 15,792 9.84% 9.84% 740 0 0.0% Q2 2026 Jul 09, 2026
Intelligent Financial Strategies History No change 42,620 15,771 7.59% 7.59% 741 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Management, Inc. History No change 42,589 15,759 2.27% 2.27% 742 0 0.0% Q2 2026 Jul 16, 2026
BOKF, NA History No change 42,434 15,702 0.22% 0.22% 743 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 42,408 15,692 0.95% 0.95% 744 0 0.0% Q2 2026 Jul 16, 2026
Capital Square, LLC History No change 41,812 15,583 6.85% 6.85% 745 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 42,075 15,569 0.19% 0.19% 746 0 0.0% Q2 2026 Aug 18, 2026
Weaver Consulting Group History Added to 41,562 15,554 3.02% 2.76% 747 +5,138 14.11% Q3 2026 Oct 07, 2026
Bluespring Wealth Management, LLC History No change 42,031 15,553 0.3% 0.3% 748 0 0.0% Q2 2026 Aug 11, 2026
Azimuth Capital Investment Management LLC History No change 41,985 15,536 0.52% 0.52% 749 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 41,969 15,530 0.41% 0.41% 750 0 0.0% Q2 2026 Jul 07, 2026
Waldron Private Wealth LLC History No change 41,934 15,518 0.54% 0.54% 751 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 41,789 15,463 0.57% 0.57% 752 0 0.0% Q2 2026 Jul 21, 2026
Wealth Alliance Advisory Group, LLC History No change 41,721 15,438 2.23% 2.23% 753 0 0.0% Q2 2026 Jul 23, 2026
Relyea Zuckerberg Hanson LLC History No change 41,644 15,409 1.28% 1.28% 754 0 0.0% Q2 2026 Jul 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 41,731 15,409 0.92% 0.92% 755 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 41,620 15,401 0.24% 0.24% 756 0 0.0% Q2 2026 Jul 15, 2026
FIRST HAWAIIAN BANK History No change 41,573 15,383 1.95% 1.95% 757 0 0.0% Q2 2026 Jul 13, 2026
LexAurum Advisors, LLC History No change 41,493 15,354 1.77% 1.77% 758 0 0.0% Q2 2026 Jul 15, 2026
ABLE Financial Group, LLC History No change 41,482 15,349 2.58% 2.58% 759 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Financial Services LLC History No change 41,409 15,322 0.73% 0.73% 760 0 0.0% Q2 2026 Aug 11, 2026
BFI Infinity Ltd. History No change 41,225 15,254 4.53% 4.53% 761 0 0.0% Q2 2026 Jul 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 41,215 15,251 1.25% 1.25% 762 0 0.0% Q2 2026 Aug 14, 2026
Lantz Financial LLC History No change 41,154 15,228 2.79% 2.79% 763 0 0.0% Q2 2026 Jul 09, 2026
Legacy Advisors, LLC History No change 41,079 15,200 1.42% 1.42% 764 0 0.0% Q2 2026 Jul 24, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 40,611 15,198 0.98% 0.88% 765 +5,204 14.7% Q3 2026 Oct 08, 2026
Boxwood Ventures, Inc. History No change 41,024 15,180 9.06% 9.06% 766 0 0.0% Q2 2026 Aug 12, 2026
Good Steward Wealth Advisors,LLC History No change 40,895 15,132 9.14% 9.14% 767 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 41,094 15,086 0.49% 0.49% 768 0 0.0% Q2 2026 Aug 12, 2026
Beaird Harris Wealth Management, LLC History No change 40,744 15,076 0.94% 0.94% 769 0 0.0% Q2 2026 Jul 08, 2026
Pachira Investments Inc. History No change 40,701 15,061 5.68% 5.68% 770 0 0.0% Q2 2026 Jul 17, 2026
Ironwood Financial, llc History No change 40,713 15,054 2.36% 2.36% 771 0 0.0% Q2 2026 Jul 17, 2026
Gladstone Institutional Advisory LLC History No change 40,537 15,000 0.47% 0.47% 772 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 46,256 14,840 1.85% 1.85% 773 0 0.0% Q2 2026 Aug 05, 2026
INTREPID FAMILY OFFICE LLC History No change 40,000 14,801 10.95% 10.95% 774 0 0.0% Q2 2026 Aug 14, 2026
Rinkey Investments History No change 39,953 14,784 3.48% 3.48% 775 0 0.0% Q2 2026 Jul 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 39,951 14,783 0.17% 0.17% 776 0 0.0% Q2 2026 Jul 16, 2026
Serenus Wealth Advisors, LLC History No change 48,776 14,769 2.58% 2.58% 777 0 0.0% Q2 2026 Aug 05, 2026
Canopy Partners, LLC History No change 39,895 14,762 4.44% 4.44% 778 0 0.0% Q2 2026 Jul 22, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 39,868 14,752 3.65% 3.65% 779 0 0.0% Q2 2026 Aug 12, 2026
Empirical Finance, LLC History No change 39,868 14,752 0.61% 0.61% 780 0 0.0% Q2 2026 Aug 14, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 39,868 14,752 3.04% 3.04% 781 0 0.0% Q2 2026 Jul 17, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 39,655 14,693 7.92% 7.92% 782 0 0.0% Q2 2026 Jul 24, 2026
Squire Investment Management Company, LLC History No change 39,664 14,677 3.53% 3.53% 783 0 0.0% Q2 2026 Jul 28, 2026
SHAYNE & JACOBS, LLC History No change 39,568 14,641 4.34% 4.34% 784 0 0.0% Q2 2026 Jul 07, 2026
Abundance Wealth Counselors History No change 39,561 14,639 0.95% 0.95% 785 0 0.0% Q2 2026 Jul 23, 2026
CX Institutional History Reduced 38,963 14,581 0.39% 0.69% 786 -25,864 -39.9% Q3 2026 Oct 02, 2026
Badgley Phelps Wealth Managers, LLC History No change 39,286 14,537 0.25% 0.25% 787 0 0.0% Q2 2026 Jul 31, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 39,163 14,491 1.78% 1.78% 788 0 0.0% Q2 2026 Aug 13, 2026
Sunpointe, LLC History No change 39,097 14,467 4.11% 4.11% 789 0 0.0% Q2 2026 Jul 24, 2026
Avestar Capital, LLC History No change 38,940 14,409 0.8% 0.8% 790 0 0.0% Q2 2026 Jul 29, 2026
TI-TRUST, INC History No change 38,811 14,361 7.72% 7.72% 791 0 0.0% Q2 2026 Jul 23, 2026
Tortoise Investment Management, LLC History No change 38,756 14,341 1.07% 1.07% 792 0 0.0% Q2 2026 Aug 07, 2026
Kensington Asset Management, LLC History No change 38,539 14,260 0.78% 0.78% 793 0 0.0% Q2 2026 Aug 12, 2026
One Day In July LLC History No change 38,532 14,258 0.99% 0.99% 794 0 0.0% Q2 2026 Aug 03, 2026
HMV Wealth Advisors, LLC History No change 38,510 14,250 5.55% 5.55% 795 0 0.0% Q2 2026 Jul 13, 2026
GoalVest Advisory LLC History Added to 810,011 14,218 2.46% 2.48% 796 +773,813 2137.72% Q3 2026 Oct 02, 2026
SHUFRO ROSE & CO LLC History No change 38,383 14,203 0.82% 0.82% 797 0 0.0% Q2 2026 Aug 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 38,504 14,202 4.58% 4.58% 798 0 0.0% Q2 2026 Jul 23, 2026
Symmetry Partners, LLC History No change 37,690 13,946 0.71% 0.71% 799 0 0.0% Q2 2026 Jul 23, 2026
Curi Capital, LLC History No change 37,645 13,930 0.21% 0.21% 800 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 37,633 13,925 0.11% 0.11% 801 0 0.0% Q2 2026 Sep 23, 2026
Frazier Financial Advisors, LLC History No change 37,633 13,925 7.03% 7.03% 802 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 37,586 13,908 1.58% 1.58% 803 0 0.0% Q2 2026 Jul 10, 2026
BOSTON FAMILY OFFICE LLC History No change 37,495 13,875 0.84% 0.84% 804 0 0.0% Q2 2026 Aug 12, 2026
Blackston Financial Advisory Group, LLC History No change 37,327 13,812 7.79% 7.79% 805 0 0.0% Q2 2026 Aug 14, 2026
Perennial Investment Advisors, LLC History No change 37,236 13,778 0.92% 0.92% 806 0 0.0% Q2 2026 Aug 14, 2026
BURLING WEALTH PARTNERS, LLC History No change 37,212 13,769 2.01% 2.01% 807 0 0.0% Q2 2026 Aug 04, 2026
Kathmere Capital Management, LLC History No change 37,133 13,740 0.73% 0.73% 808 0 0.0% Q2 2026 Jul 29, 2026
Great Point Wealth Advisors, LLC History No change 37,081 13,721 2.22% 2.22% 809 0 0.0% Q2 2026 Jul 23, 2026
Gateway Wealth Partners, LLC History No change 36,889 13,650 0.82% 0.82% 810 0 0.0% Q2 2026 Aug 04, 2026
PHILADELPHIA TRUST CO History No change 36,765 13,605 0.87% 0.87% 811 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 36,746 13,597 0.25% 0.25% 812 0 0.0% Q2 2026 Jul 20, 2026
Sterling Capital Management LLC History No change 36,734 13,593 0.23% 0.23% 813 0 0.0% Q2 2026 Jul 28, 2026
CULBERTSON A N & CO INC History No change 36,726 13,590 1.58% 1.58% 814 0 0.0% Q2 2026 Jul 29, 2026
Confluence Wealth Services, Inc. History No change 36,627 13,553 0.39% 0.39% 815 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial, Ltd. Co. History No change 36,664 13,547 1.48% 1.48% 816 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 36,535 13,519 2.76% 2.76% 817 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History Reduced 36,110 13,513 0.28% 0.31% 818 -3,148 -8.02% Q3 2026 Oct 08, 2026
WEBSTER BANK, N. A. History No change 36,466 13,493 1.17% 1.17% 819 0 0.0% Q2 2026 Jul 20, 2026
Aerodigm Wealth, LLC History No change 36,447 13,486 4.56% 4.56% 820 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Added to 35,982 13,465 1.15% 1.05% 821 +4,426 14.03% Q3 2026 Oct 01, 2026
Emprise Bank History Reduced 35,982 13,465 5.15% 4.96% 822 -390 -1.07% Q3 2026 Oct 07, 2026
NorthCrest Asset Manangement, LLC History No change 36,222 13,454 0.35% 0.35% 823 0 0.0% Q2 2026 Jul 15, 2026
Ramiah Investment Group History No change 36,185 13,389 10.22% 10.22% 824 0 0.0% Q2 2026 Jul 16, 2026
Calder Financial LLC History No change 35,974 13,311 12.54% 12.54% 825 0 0.0% Q2 2026 Jul 07, 2026
Indivisible Partners History No change 35,957 13,305 0.75% 0.75% 826 0 0.0% Q2 2026 Aug 04, 2026
Integrated Advisors Network LLC History No change 35,894 13,282 0.61% 0.61% 827 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Advisors Inc. History No change 35,820 13,254 2.28% 2.28% 828 0 0.0% Q2 2026 Jul 16, 2026
SONATA CAPITAL GROUP INC History No change 35,774 13,237 4.27% 4.27% 829 0 0.0% Q2 2026 Jul 24, 2026
Capital Analysts, LLC History No change 35,733 13,222 0.3% 0.3% 830 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 35,669 13,198 0.66% 0.66% 831 0 0.0% Q2 2026 Aug 10, 2026
Partners in Financial Planning History No change 35,649 13,191 2.0% 2.0% 832 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History No change 35,577 13,164 0.26% 0.26% 833 0 0.0% Q2 2026 Jul 30, 2026
FFT WEALTH MANAGEMENT LLC History No change 35,492 13,141 2.06% 2.06% 834 0 0.0% Q2 2026 Jul 27, 2026
Cascade Financial Partners, LLC History No change 35,458 13,120 1.14% 1.14% 835 0 0.0% Q2 2026 Aug 04, 2026
Modus Advisors, LLC History No change 35,337 13,075 3.23% 3.23% 836 0 0.0% Q2 2026 Aug 03, 2026
Professional Financial Advisors, LLC History No change 35,269 13,051 2.26% 2.26% 837 0 0.0% Q2 2026 Jul 09, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 35,155 13,008 1.06% 1.06% 838 0 0.0% Q2 2026 Jul 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 35,124 12,997 1.62% 1.62% 839 0 0.0% Q2 2026 Aug 05, 2026
NWAM LLC History No change 35,025 12,960 0.65% 0.65% 840 0 0.0% Q2 2026 Jul 23, 2026
PDS Planning, Inc History No change 34,991 12,948 0.75% 0.75% 841 0 0.0% Q2 2026 Aug 05, 2026
Kovack Advisors, Inc. History No change 35,034 12,947 0.62% 0.62% 842 0 0.0% Q2 2026 Jul 28, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 34,959 12,936 0.6% 0.6% 843 0 0.0% Q2 2026 Jul 21, 2026
Krilogy Financial LLC History No change 34,948 12,932 0.38% 0.38% 844 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 34,746 12,857 0.23% 0.23% 845 0 0.0% Q2 2026 Jul 14, 2026
Osbon Capital Management LLC History No change 34,464 12,753 10.0% 10.0% 846 0 0.0% Q2 2026 Aug 13, 2026
Focus Financial Network, Inc. History No change 34,274 12,682 0.39% 0.39% 847 0 0.0% Q2 2026 Jul 09, 2026
Trust Point Inc. History No change 34,119 12,625 1.07% 1.07% 848 0 0.0% Q2 2026 Jul 08, 2026
Cyndeo Wealth Partners, LLC History No change 34,067 12,606 0.59% 0.59% 849 0 0.0% Q2 2026 Jul 21, 2026
GREENWOOD GEARHART LLC History No change 34,045 12,597 0.59% 0.59% 850 0 0.0% Q2 2026 Jul 24, 2026
Autumn Glory Partners, LLC History No change 34,044 12,597 3.57% 3.57% 851 0 0.0% Q2 2026 Aug 03, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 33,953 12,578 8.27% 8.27% 852 0 0.0% Q2 2026 Jul 06, 2026
Trinity Financial Advisors LLC History No change 33,989 12,577 3.23% 3.23% 853 0 0.0% Q2 2026 Jul 06, 2026
Dynamic Advisor Solutions LLC History No change 33,970 12,570 0.36% 0.36% 854 0 0.0% Q2 2026 Jul 07, 2026
LM Advisors LLC History No change 33,873 12,532 1.45% 1.45% 855 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 33,851 12,526 0.49% 0.49% 856 0 0.0% Q2 2026 Jul 23, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 33,836 12,520 9.95% 9.95% 857 0 0.0% Q2 2026 Aug 14, 2026
Gridiron Partners, LLC History Added to 33,360 12,484 6.26% 5.35% 858 +5,826 21.16% Q3 2026 Oct 08, 2026
TRUST CO OF VERMONT History No change 33,724 12,479 0.47% 0.47% 859 0 0.0% Q2 2026 Aug 07, 2026
IRON Financial LLC History No change 33,543 12,412 5.12% 5.12% 860 0 0.0% Q2 2026 Jul 22, 2026
Atlas Brown,Inc. History No change 33,530 12,407 3.33% 3.33% 861 0 0.0% Q2 2026 Jul 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 33,137 12,401 0.15% 0.14% 862 +1,808 5.77% Q3 2026 Oct 05, 2026
CERTUITY, LLC History No change 33,466 12,383 0.61% 0.61% 863 0 0.0% Q2 2026 Jul 28, 2026
American Money Management, LLC History No change 33,311 12,326 1.76% 1.76% 864 0 0.0% Q2 2026 Aug 13, 2026
Garner Asset Management Corp History No change 33,162 12,271 3.98% 3.98% 865 0 0.0% Q2 2026 Aug 07, 2026
CWS Financial Advisors, LLC History No change 33,122 12,256 2.72% 2.72% 866 0 0.0% Q2 2026 Jul 30, 2026
SWMG, LLC History No change 32,787 12,169 2.87% 2.87% 867 0 0.0% Q2 2026 Jul 15, 2026
Lebenthal Global Advisors, LLC History No change 32,786 12,132 1.64% 1.64% 868 0 0.0% Q2 2026 Jul 30, 2026
Silver Oak Advisory Group, Inc. History No change 32,776 12,128 4.78% 4.78% 869 0 0.0% Q2 2026 Jul 31, 2026
IFC Advisors LLC History No change 32,767 12,125 1.54% 1.54% 870 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 32,625 12,079 0.76% 0.76% 871 0 0.0% Q2 2026 Aug 10, 2026
Pacific Capital Wealth Advisors, Inc. History No change 32,322 11,960 1.8% 1.8% 872 0 0.0% Q2 2026 Jul 09, 2026
Onyx Bridge Wealth Group LLC History No change 32,319 11,959 1.08% 1.08% 873 0 0.0% Q2 2026 Jul 23, 2026
CIBC WORLD MARKET INC. History No change 32,318 11,958 0.02% 0.02% 874 0 0.0% Q2 2026 Aug 13, 2026
Greenbush Financial Group, LLC History No change 31,953 11,823 3.48% 3.48% 875 0 0.0% Q2 2026 Jul 21, 2026
DRW Securities, LLC History No change 31,849 11,785 0.29% 0.29% 876 0 0.0% Q2 2026 Aug 14, 2026
Endowment Wealth Management, Inc. History No change 31,847 11,784 4.56% 4.56% 877 0 0.0% Q2 2026 Aug 05, 2026
Van Cleef Asset Management,Inc History No change 31,676 11,721 1.19% 1.19% 878 0 0.0% Q2 2026 Aug 03, 2026
Strategic Financial Concepts, LLC History No change 31,553 11,675 3.47% 3.47% 879 0 0.0% Q2 2026 Jul 27, 2026
WELLINGTON-ALTUS USA INC. History No change 36,347 11,660 8.31% 8.31% 880 0 0.0% Q2 2026 Sep 17, 2026
EASTERN BANK History Reduced 31,091 11,635 0.18% 0.18% 881 -544 -1.72% Q3 2026 Oct 05, 2026
SVB WEALTH LLC History No change 31,387 11,614 0.73% 0.73% 882 0 0.0% Q2 2026 Jul 17, 2026
Centric Wealth Management History No change 31,189 11,609 1.8% 1.8% 883 0 0.0% Q2 2026 Aug 06, 2026
Paladin Partners, LLC History Reduced 30,959 11,585 7.13% 7.72% 884 -593 -1.88% Q3 2026 Oct 06, 2026
Cypress Point Wealth Management, LLC History No change 31,303 11,583 2.36% 2.36% 885 0 0.0% Q2 2026 Jul 17, 2026
SAGE RHINO CAPITAL LLC History No change 31,155 11,528 1.87% 1.87% 886 0 0.0% Q2 2026 Aug 03, 2026
Signal Advisors Wealth, LLC History No change 31,149 11,526 0.58% 0.58% 887 0 0.0% Q2 2026 Aug 04, 2026
TPG Advisors LLC History No change 31,120 11,515 6.32% 6.32% 888 0 0.0% Q2 2026 Jul 29, 2026
Northland Capital Management LLC History No change 31,100 11,508 6.2% 6.2% 889 0 0.0% Q2 2026 Jul 21, 2026
Sovereign Investment Advisors, LLC History No change 31,078 11,500 2.16% 2.16% 890 0 0.0% Q2 2026 Aug 14, 2026
Philip James Wealth Mangement, LLC History No change 31,098 11,492 1.29% 1.29% 891 0 0.0% Q2 2026 Jul 27, 2026
Next Capital Management LLC History No change 30,917 11,440 3.09% 3.09% 892 0 0.0% Q2 2026 Aug 03, 2026
UNIVEST FINANCIAL Corp History No change 30,870 11,423 0.56% 0.56% 893 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History No change 30,693 11,357 0.29% 0.29% 894 0 0.0% Q2 2026 Aug 05, 2026
Weitzel Financial Services, Inc. History No change 30,853 11,340 3.86% 3.86% 895 0 0.0% Q2 2026 Jul 14, 2026
BayBridge Capital Group, LLC History No change 30,601 11,323 5.9% 5.9% 896 0 0.0% Q2 2026 Jul 14, 2026
BEACON FINANCIAL GROUP History No change 30,529 11,297 1.03% 1.03% 897 0 0.0% Q2 2026 Jul 16, 2026
WFA of San Diego, LLC History No change 29,279 11,251 9.21% 9.21% 898 0 0.0% Q2 2026 Aug 14, 2026
Smallwood Wealth Investment Management, LLC History No change 30,179 11,167 4.88% 4.88% 899 0 0.0% Q2 2026 Jul 23, 2026
RHS Financial, LLC History No change 30,162 11,160 4.5% 4.5% 900 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 30,093 11,135 0.08% 0.08% 901 0 0.0% Q2 2026 Jul 22, 2026
Wealth Care LLC History No change 30,088 11,133 9.02% 9.02% 902 0 0.0% Q2 2026 Jul 15, 2026
NWF Advisory Services Inc. History No change 30,084 11,132 1.05% 1.05% 903 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 30,074 11,128 0.05% 0.05% 904 0 0.0% Q2 2026 Aug 14, 2026
ASL Financial, LLC History No change 30,045 11,117 7.83% 7.83% 905 0 0.0% Q2 2026 Jul 21, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 30,038 11,115 1.11% 1.11% 906 0 0.0% Q2 2026 Jul 22, 2026
Plan Group Financial, LLC History No change 29,842 11,042 2.27% 2.27% 907 0 0.0% Q2 2026 Aug 03, 2026
Farnam Financial LLC History No change 29,835 11,040 8.05% 8.05% 908 0 0.0% Q2 2026 Jul 22, 2026
One Capital Management, LLC History No change 34,392 11,033 0.31% 0.31% 909 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, Inc. History No change 29,800 11,027 4.66% 4.66% 910 0 0.0% Q2 2026 Aug 04, 2026
ROBERTS GLORE & CO INC /IL/ History No change 29,767 11,014 2.72% 2.72% 911 0 0.0% Q2 2026 Aug 10, 2026
GC Wealth Management RIA, LLC History No change 29,694 10,987 0.63% 0.63% 912 0 0.0% Q2 2026 Jul 16, 2026
STOCK YARDS BANK & TRUST CO History No change 29,677 10,981 0.31% 0.31% 913 0 0.0% Q2 2026 Aug 19, 2026
Empowered Funds, LLC History No change 29,671 10,979 0.06% 0.06% 914 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 29,665 10,977 0.58% 0.58% 915 0 0.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History No change 29,611 10,957 2.17% 2.17% 916 0 0.0% Q2 2026 Aug 13, 2026
Consilium Wealth Advisory, LLC History No change 29,581 10,946 3.25% 3.25% 917 0 0.0% Q2 2026 Aug 10, 2026
L.K. Benson & Company, P.C. History No change 29,559 10,937 3.3% 3.3% 918 0 0.0% Q2 2026 Jul 24, 2026
INTEGRITY ALLIANCE, LLC. History No change 29,517 10,922 0.34% 0.34% 919 0 0.0% Q2 2026 Jul 31, 2026
Peck Wealth Management, LLC History No change 29,404 10,880 9.17% 9.17% 920 0 0.0% Q2 2026 Jul 31, 2026
Pullen Investment Management, LLC History No change 29,388 10,874 5.03% 5.03% 921 0 0.0% Q2 2026 Jul 28, 2026
FAMILY WEALTH PARTNERS, LLC History No change 29,367 10,866 3.33% 3.33% 922 0 0.0% Q2 2026 Jul 10, 2026
Arrowroot Family Office, LLC History No change 29,356 10,862 3.11% 3.11% 923 0 0.0% Q2 2026 Aug 06, 2026
Bouchey Financial Group, Ltd. History No change 29,334 10,854 0.7% 0.7% 924 0 0.0% Q2 2026 Jul 27, 2026
Accel Wealth Management History No change 29,330 10,853 2.44% 2.44% 925 0 0.0% Q2 2026 Jul 10, 2026
Blue Trust, Inc. History No change 29,266 10,829 0.11% 0.11% 926 0 0.0% Q2 2026 Jul 21, 2026
Legacy Wealth Management, LLC History No change 29,077 10,759 0.56% 0.56% 927 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 29,001 10,731 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 04, 2026
Lansing Street Advisors History No change 28,950 10,712 2.27% 2.27% 929 0 0.0% Q2 2026 Jul 24, 2026
Atala Financial Inc History No change 28,925 10,703 6.51% 6.51% 930 0 0.0% Q2 2026 Jul 23, 2026
Crews Bank & Trust History No change 28,907 10,696 1.4% 1.4% 931 0 0.0% Q2 2026 Jul 16, 2026
Patriot Financial Group Insurance Agency, LLC History No change 28,864 10,678 1.1% 1.1% 932 0 0.0% Q2 2026 Jul 16, 2026
Orcam Financial Group History No change 28,743 10,636 5.2% 5.2% 933 0 0.0% Q2 2026 Aug 13, 2026
Chesley Taft & Associates LLC History No change 28,726 10,629 0.41% 0.41% 934 0 0.0% Q2 2026 Jul 08, 2026
STEVENS CAPITAL PARTNERS History No change 28,718 10,626 2.02% 2.02% 935 0 0.0% Q2 2026 Aug 07, 2026
WEALTH EFFECTS LLC History No change 28,679 10,612 2.86% 2.86% 936 0 0.0% Q2 2026 Aug 06, 2026
BluePrint Investing LLC History No change 28,680 10,612 7.93% 7.93% 937 0 0.0% Q2 2026 Jul 17, 2026
Mathes Company, Inc. History No change 28,640 10,597 3.29% 3.29% 938 0 0.0% Q2 2026 Aug 11, 2026
Grove Street Fiduciary, LLC History No change 28,524 10,555 4.46% 4.46% 939 0 0.0% Q2 2026 Jul 23, 2026
Gerber Kawasaki Wealth & Investment Management History No change 28,436 10,522 0.28% 0.28% 940 0 0.0% Q2 2026 Aug 07, 2026
Harfst & Associates, Inc. History No change 28,401 10,509 1.63% 1.63% 941 0 0.0% Q2 2026 Jul 31, 2026
Rolek Wealth Management LLC History No change 28,386 10,503 5.88% 5.88% 942 0 0.0% Q2 2026 Jul 14, 2026
Wealth Management Associates, Inc. History No change 28,261 10,457 2.89% 2.89% 943 0 0.0% Q2 2026 Jul 21, 2026
S.A. Mason LLC History No change 28,227 10,445 3.21% 3.21% 944 0 0.0% Q2 2026 Jul 31, 2026
Newton One Investments LLC History No change 28,059 10,382 2.61% 2.61% 945 0 0.0% Q2 2026 Jul 22, 2026
NICOLET BANKSHARES INC History No change 27,996 10,374 0.33% 0.33% 946 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 27,987 10,356 0.76% 0.76% 947 0 0.0% Q2 2026 Aug 03, 2026
Glen Eagle Advisors, LLC History No change 27,879 10,316 1.3% 1.3% 948 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Hawaii, Inc. History No change 27,657 10,234 5.49% 5.49% 949 0 0.0% Q2 2026 Jul 23, 2026
Apex Wealth Management, LLC History No change 27,568 10,201 6.23% 6.23% 950 0 0.0% Q2 2026 Aug 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 27,401 10,139 1.04% 1.04% 951 0 0.0% Q2 2026 Jul 27, 2026
NerdWallet Wealth Partners, LLC History No change 27,384 10,131 3.49% 3.49% 952 0 0.0% Q2 2026 Jul 07, 2026
Trust Co History No change 27,312 10,106 0.91% 0.91% 953 0 0.0% Q2 2026 Jul 10, 2026
Petix & Botte Co History No change 27,215 10,071 2.03% 2.03% 954 0 0.0% Q2 2026 Aug 04, 2026
BARCLAYS PLC History No change 27,202 10,065 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 14, 2026
Hudson Value Partners, LLC History No change 27,116 10,034 2.52% 2.52% 956 0 0.0% Q2 2026 Jul 10, 2026
Graves Light Lenhart Wealth, Inc. History No change 27,042 10,006 0.93% 0.93% 957 0 0.0% Q2 2026 Jul 07, 2026
FIDUCIENT ADVISORS LLC History No change 27,019 9,998 1.43% 1.43% 958 0 0.0% Q2 2026 Aug 07, 2026
HALL LAURIE J TRUSTEE History No change 26,620 9,962 3.17% 3.06% 959 0 0.0% Q3 2026 Oct 06, 2026
1900 WEALTH MANAGEMENT LLC History No change 26,889 9,949 0.55% 0.55% 960 0 0.0% Q2 2026 Aug 04, 2026
Highland Financial Advisors, LLC History No change 26,872 9,943 2.19% 2.19% 961 0 0.0% Q2 2026 Jul 09, 2026
Vannoy Advisory Group, Inc. History No change 26,697 9,879 5.58% 5.58% 962 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 26,672 9,869 0.39% 0.39% 963 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 26,642 9,858 0.19% 0.19% 964 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History No change 26,603 9,844 0.6% 0.6% 965 0 0.0% Q2 2026 Aug 11, 2026
Tenon Financial LLC History No change 26,489 9,802 3.15% 3.15% 966 0 0.0% Q2 2026 Jul 24, 2026
M3 Advisory Group, LLC History No change 26,477 9,797 5.08% 5.08% 967 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 26,455 9,789 0.32% 0.32% 968 0 0.0% Q2 2026 Jul 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 26,369 9,757 0.5% 0.5% 969 0 0.0% Q2 2026 Jul 31, 2026
CFO4Life Group, LLC History No change 26,362 9,754 1.31% 1.31% 970 0 0.0% Q2 2026 Aug 12, 2026
Fortis Capital Advisors, LLC History No change 26,310 9,735 1.09% 1.09% 971 0 0.0% Q2 2026 Jul 31, 2026
C M BIDWELL & ASSOCIATES LTD History No change 26,176 9,686 3.96% 3.96% 972 0 0.0% Q2 2026 Aug 11, 2026
Pitti Group Wealth Management, LLC History No change 26,148 9,675 7.05% 7.05% 973 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 26,115 9,663 0.11% 0.11% 974 0 0.0% Q2 2026 Aug 05, 2026
Balboa Wealth Partners History No change 26,062 9,643 1.31% 1.31% 975 0 0.0% Q2 2026 Aug 10, 2026
NovaPoint Capital, LLC History No change 25,988 9,616 2.0% 2.0% 976 0 0.0% Q2 2026 Aug 06, 2026
ARQ WEALTH ADVISORS, LLC History No change 25,786 9,511 1.18% 1.18% 977 0 0.0% Q2 2026 Jul 24, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 25,688 9,505 0.58% 0.58% 978 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 25,686 9,504 0.45% 0.45% 979 0 0.0% Q2 2026 Jul 24, 2026
Carroll Advisory Group, LLC History No change 25,631 9,484 3.11% 3.11% 980 0 0.0% Q2 2026 Jul 23, 2026
Claro Advisors Inc. History No change 25,579 9,465 0.99% 0.99% 981 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 25,430 9,410 0.39% 0.39% 982 0 0.0% Q2 2026 Aug 06, 2026
Permanent Capital Management, LP History No change 25,411 9,403 1.26% 1.26% 983 0 0.0% Q2 2026 Aug 12, 2026
B. Riley Wealth Advisors, Inc. History No change 25,547 9,378 0.5% 0.5% 984 0 0.0% Q2 2026 Jul 14, 2026
McLean Asset Management Corp History No change 25,430 9,363 1.24% 1.24% 985 0 0.0% Q2 2026 Aug 12, 2026
ROMANO BROTHERS AND COMPANY History No change 25,191 9,321 0.94% 0.94% 986 0 0.0% Q2 2026 Jul 21, 2026
WCG Wealth Advisors LLC History No change 24,972 9,240 0.22% 0.22% 987 0 0.0% Q2 2026 Aug 14, 2026
Prodigy Asset Management LLC History No change 24,956 9,234 2.78% 2.78% 988 0 0.0% Q2 2026 Jul 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 24,635 9,116 3.68% 3.68% 989 0 0.0% Q2 2026 Jul 24, 2026
Evergreen Wealth Management, LLC History No change 24,621 9,110 4.27% 4.27% 990 0 0.0% Q2 2026 Jul 31, 2026
GREENLEAF TRUST History No change 24,598 9,102 0.09% 0.09% 991 0 0.0% Q2 2026 Jul 21, 2026
SAXON INTERESTS, INC. History No change 24,529 9,076 2.51% 2.51% 992 0 0.0% Q2 2026 Aug 12, 2026
FIRST MANHATTAN CO. LLC. History No change 24,463 9,052 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 24,408 9,032 0.8% 0.8% 994 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History No change 24,383 9,022 0.07% 0.07% 995 0 0.0% Q2 2026 Jul 24, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 24,335 8,998 3.11% 3.11% 996 0 0.0% Q2 2026 Jul 15, 2026
Bawa N Mallick Trust History No change 24,202 8,955 2.9% 2.9% 997 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 24,164 8,941 0.12% 0.12% 998 0 0.0% Q2 2026 Aug 06, 2026
Decker Retirement Planning Inc. History No change 24,150 8,936 3.04% 3.04% 999 0 0.0% Q2 2026 Jul 16, 2026
Plante Moran Financial Advisors, LLC History No change 24,094 8,915 0.41% 0.41% 1000 0 0.0% Q2 2026 Aug 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 23,913 8,849 0.1% 0.1% 1001 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 23,909 8,847 0.98% 0.98% 1002 0 0.0% Q2 2026 Jul 15, 2026
Quantum Financial Advisors, LLC History No change 23,881 8,836 0.87% 0.87% 1003 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE TRUST CO NA History No change 23,878 8,835 0.71% 0.71% 1004 0 0.0% Q2 2026 Jul 28, 2026
Forum Financial Management, LP History No change 23,866 8,831 0.11% 0.11% 1005 0 0.0% Q2 2026 Jul 23, 2026
HM PAYSON & CO History No change 23,802 8,807 0.12% 0.12% 1006 0 0.0% Q2 2026 Jul 17, 2026
Calamos Wealth Management LLC History No change 23,791 8,803 0.27% 0.27% 1007 0 0.0% Q2 2026 Jul 31, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 23,716 8,775 0.33% 0.33% 1008 0 0.0% Q2 2026 Aug 14, 2026
Steele Capital Management, Inc. History No change 23,584 8,726 0.32% 0.32% 1009 0 0.0% Q2 2026 Jul 28, 2026
Rehmann Capital Advisory Group History No change 23,474 8,682 0.4% 0.4% 1010 0 0.0% Q2 2026 Aug 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 23,423 8,667 0.32% 0.32% 1011 0 0.0% Q2 2026 Aug 06, 2026
Florida Trust Wealth Management Co History No change 23,419 8,665 0.22% 0.22% 1012 0 0.0% Q2 2026 Jul 27, 2026
STEPH & CO History Reduced 23,066 8,632 2.2% 2.37% 1013 -2,241 -8.86% Q3 2026 Oct 07, 2026
Purpose Unlimited Inc. History No change 23,323 8,630 0.33% 0.33% 1014 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, LLC History No change 23,314 8,627 1.07% 1.07% 1015 0 0.0% Q2 2026 Jul 15, 2026
Faithward Advisors, LLC History No change 23,282 8,615 1.05% 1.05% 1016 0 0.0% Q2 2026 Aug 12, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 23,005 8,609 2.5% 2.46% 1017 +108 0.47% Q3 2026 Oct 05, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 23,199 8,584 0.58% 0.58% 1018 0 0.0% Q2 2026 Jul 31, 2026
Chicago Capital, LLC History No change 23,149 8,566 0.21% 0.21% 1019 0 0.0% Q2 2026 Jul 27, 2026
RVW Wealth, LLC History Reduced 22,873 8,560 0.55% 0.56% 1020 -105 -0.46% Q3 2026 Oct 06, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 23,073 8,537 5.9% 5.9% 1021 0 0.0% Q2 2026 Aug 14, 2026
SCRATCH CAPITAL LLC History No change 23,063 8,534 4.24% 4.24% 1022 0 0.0% Q2 2026 Jul 30, 2026
Life Planning Partners, Inc History No change 23,054 8,530 6.34% 6.34% 1023 0 0.0% Q2 2026 Jul 21, 2026
Williams Jones Wealth Management, LLC. History No change 22,911 8,478 0.1% 0.1% 1024 0 0.0% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 22,900 8,473 0.13% 0.13% 1025 0 0.0% Q2 2026 Aug 03, 2026
Ignite Planners, LLC History No change 22,784 8,431 1.16% 1.16% 1026 0 0.0% Q2 2026 Jul 23, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 22,657 8,383 0.3% 0.3% 1027 0 0.0% Q2 2026 Jul 13, 2026
FC Advisory LLC History Reduced 22,322 8,353 2.19% 2.23% 1028 -467 -2.05% Q3 2026 Oct 05, 2026
Global Trust Wealth Management LLC History No change 22,414 8,294 5.71% 5.71% 1029 0 0.0% Q2 2026 Jul 16, 2026
WealthPLAN Partners, LLC History No change 22,409 8,292 1.59% 1.59% 1030 0 0.0% Q2 2026 Jul 28, 2026
Human Investing LLC History No change 22,295 8,250 1.07% 1.07% 1031 0 0.0% Q2 2026 Jul 21, 2026
EQUITABLE TRUST CO History No change 22,294 8,249 0.34% 0.34% 1032 0 0.0% Q2 2026 Jul 23, 2026
SigFig Wealth Management, LLC History Reduced 21,984 8,180 0.2% 0.22% 1033 -360 -1.61% Q3 2026 Oct 07, 2026
Level Financial Advisors History No change 22,080 8,170 1.83% 1.83% 1034 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 22,046 8,158 1.61% 1.61% 1035 0 0.0% Q2 2026 Aug 11, 2026
Global Wealth Management, LLC History No change 22,035 8,153 4.15% 4.15% 1036 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 22,009 8,144 0.5% 0.5% 1037 0 0.0% Q2 2026 Jul 23, 2026
Kachkovsky & Fisher, Inc. History No change 21,976 8,131 7.82% 7.82% 1038 0 0.0% Q2 2026 Sep 08, 2026
LANARK FINANCIAL, INC. History No change 21,937 8,117 0.55% 0.55% 1039 0 0.0% Q2 2026 Jul 21, 2026
Allied Investment Advisors, LLC History No change 21,872 8,093 1.02% 1.02% 1040 0 0.0% Q2 2026 Jul 20, 2026
VAN STRUM & TOWNE INC. History No change 21,828 8,077 2.2% 2.2% 1041 0 0.0% Q2 2026 Jul 31, 2026
CVFG LLC History No change 21,800 8,066 0.85% 0.85% 1042 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History No change 21,775 8,057 0.14% 0.14% 1043 0 0.0% Q2 2026 Aug 14, 2026
GUIDANCE CAPITAL, INC History No change 21,721 8,049 1.72% 1.72% 1044 0 0.0% Q2 2026 Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 21,743 8,045 0.38% 0.38% 1045 0 0.0% Q2 2026 Jul 23, 2026
Generations Wealth, LLC History No change 21,737 8,043 7.64% 7.64% 1046 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 21,488 7,951 0.0% 0.0% 1047 0 0.0% Q2 2026 Aug 14, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 21,453 7,938 3.89% 3.89% 1048 0 0.0% Q2 2026 Jul 29, 2026
Trademark Financial Management, LLC History No change 21,411 7,922 3.24% 3.24% 1049 0 0.0% Q2 2026 Jul 27, 2026
Trek Financial, LLC History No change 21,393 7,916 0.39% 0.39% 1050 0 0.0% Q2 2026 Aug 13, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 21,324 7,890 1.74% 1.74% 1051 0 0.0% Q2 2026 Jul 07, 2026
United Community Bank History No change 21,321 7,889 2.44% 2.44% 1052 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 21,311 7,885 0.13% 0.13% 1053 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 21,294 7,879 0.01% 0.01% 1054 0 0.0% Q2 2026 Aug 06, 2026
Timbuktu Capital Management, LLC History No change 21,225 7,854 11.81% 11.81% 1055 0 0.0% Q2 2026 Aug 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 21,091 7,805 0.22% 0.22% 1056 0 0.0% Q2 2026 Aug 04, 2026
SilverOak Wealth Management LLC History No change 21,090 7,804 1.01% 1.01% 1057 0 0.0% Q2 2026 Jul 29, 2026
Forbes Financial Planning, Inc. History No change 21,059 7,792 4.18% 4.18% 1058 0 0.0% Q2 2026 Jul 23, 2026
Auto-Owners Insurance Co History No change 21,000 7,770 0.18% 0.18% 1059 0 0.0% Q2 2026 Jul 15, 2026
Mission Financial Group, LLC History No change 20,952 7,752 6.43% 6.43% 1060 0 0.0% Q2 2026 Aug 12, 2026
Westmount Partners, LLC History No change 20,921 7,741 1.69% 1.69% 1061 0 0.0% Q2 2026 Jul 07, 2026
QUANTIFY CHAOS ADVISORS, LLC History No change 20,885 7,728 21.77% 21.77% 1062 0 0.0% Q2 2026 Jul 30, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 20,882 7,727 1.23% 1.23% 1063 0 0.0% Q2 2026 Jul 24, 2026
Arbor Wealth Advisors LLC History No change 20,857 7,717 4.72% 4.72% 1064 0 0.0% Q2 2026 Jul 09, 2026
AssuredPartners Investment Advisors, LLC History No change 20,853 7,716 0.75% 0.75% 1065 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 20,838 7,710 0.18% 0.18% 1066 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 20,832 7,708 0.91% 0.91% 1067 0 0.0% Q2 2026 Jul 22, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 20,823 7,705 0.43% 0.43% 1068 0 0.0% Q2 2026 Aug 14, 2026
COFG Advisors, LLC History No change 20,714 7,665 1.32% 1.32% 1069 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 20,705 7,661 0.13% 0.13% 1070 0 0.0% Q2 2026 Aug 11, 2026
Advus Financial Partners, LLC History No change 20,663 7,646 2.18% 2.18% 1071 0 0.0% Q2 2026 Oct 02, 2026
Selective Wealth Management, Inc. History No change 20,809 7,637 2.0% 2.0% 1072 0 0.0% Q2 2026 Jul 20, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 25,168 7,629 1.83% 1.83% 1073 0 0.0% Q2 2026 Aug 14, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 20,580 7,615 1.65% 1.65% 1074 0 0.0% Q2 2026 Jul 09, 2026
Hopwood Nicholas Hunter History No change 20,501 7,586 2.08% 2.08% 1075 0 0.0% Q2 2026 Aug 14, 2026
Successful Portfolios LLC History No change 20,371 7,584 3.54% 3.54% 1076 0 0.0% Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 20,438 7,554 0.14% 0.14% 1077 0 0.0% Q2 2026 Jul 27, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 20,412 7,553 3.01% 3.01% 1078 0 0.0% Q2 2026 Jul 20, 2026
Accredited Investors Inc. History No change 20,393 7,546 0.33% 0.33% 1079 0 0.0% Q2 2026 Jul 21, 2026
Keener Financial Planning LLC History No change 20,336 7,525 2.69% 2.69% 1080 0 0.0% Q2 2026 Jul 31, 2026
Sand Hill Global Advisors, LLC History No change 20,334 7,524 0.23% 0.23% 1081 0 0.0% Q2 2026 Aug 11, 2026
Entruity Wealth, LLC History No change 20,325 7,521 4.87% 4.87% 1082 0 0.0% Q2 2026 Aug 13, 2026
WEST PACES ADVISORS INC. History No change 20,314 7,516 1.26% 1.26% 1083 0 0.0% Q2 2026 Jul 17, 2026
Thrive Wealth Management, LLC History No change 20,266 7,499 0.95% 0.95% 1084 0 0.0% Q2 2026 Jul 07, 2026
Financial Planning Fort Collins, LLC History No change 20,187 7,498 5.68% 5.68% 1085 0 0.0% Q2 2026 Jul 10, 2026
Astra Wealth Partners LLC History No change 20,260 7,497 3.99% 3.99% 1086 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History No change 20,240 7,489 0.59% 0.59% 1087 0 0.0% Q2 2026 Jul 23, 2026
Aries Wealth Management History No change 20,037 7,414 1.46% 1.46% 1088 0 0.0% Q2 2026 Jul 24, 2026
Perennial Advisors, LLC History No change 20,034 7,413 1.14% 1.14% 1089 0 0.0% Q2 2026 Jul 13, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 20,000 7,400 2.64% 2.64% 1090 0 0.0% Q2 2026 Aug 07, 2026
Strategic Point Investment Advisors, LLC History No change 19,983 7,394 0.96% 0.96% 1091 0 0.0% Q2 2026 Jul 08, 2026
Northern Lights Advisors, Inc. History No change 19,842 7,342 4.0% 4.0% 1092 0 0.0% Q2 2026 Aug 06, 2026
Align Financial, LLC History No change 9,836 7,340 3.64% 3.64% 1093 0 0.0% Q2 2026 Jul 27, 2026
True North Advisors, LLC History No change 19,739 7,304 0.7% 0.7% 1094 0 0.0% Q2 2026 Jul 22, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 19,733 7,302 6.29% 6.29% 1095 0 0.0% Q2 2026 Jul 14, 2026
MCF Advisors LLC History No change 19,732 7,301 0.26% 0.26% 1096 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 19,616 7,290 0.07% 0.07% 1097 0 0.0% Q2 2026 Jul 27, 2026
Advisory Alpha, LLC History No change 19,577 7,246 0.18% 0.18% 1098 0 0.0% Q2 2026 Aug 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 19,518 7,221 2.57% 2.57% 1099 0 0.0% Q2 2026 Aug 11, 2026
Syntegra Private Wealth Group, LLC History No change 19,503 7,216 0.56% 0.56% 1100 0 0.0% Q2 2026 Jul 15, 2026
CIBC Asset Management Inc History No change 19,494 7,213 0.02% 0.02% 1101 0 0.0% Q2 2026 Aug 03, 2026
WASHINGTON TRUST BANK History No change 19,478 7,207 0.5% 0.5% 1102 0 0.0% Q2 2026 Aug 05, 2026
Moors & Cabot, Inc. History No change 19,461 7,201 0.28% 0.28% 1103 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 19,459 7,200 0.11% 0.11% 1104 0 0.0% Q2 2026 Aug 03, 2026
CBIZ Investment Advisory Services, LLC History No change 22,438 7,198 0.26% 0.26% 1105 0 0.0% Q2 2026 Aug 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 19,384 7,172 0.34% 0.34% 1106 0 0.0% Q2 2026 Jul 24, 2026
WIMMER ASSOCIATES 1, LLC History No change 19,365 7,165 3.24% 3.24% 1107 0 0.0% Q2 2026 Aug 14, 2026
INTEGRATED WEALTHCARE, LLC History No change 19,280 7,134 5.33% 5.33% 1108 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors Wealth Management, LLC History No change 19,220 7,112 0.84% 0.84% 1109 0 0.0% Q2 2026 Jul 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 19,106 7,069 0.25% 0.25% 1110 0 0.0% Q2 2026 Aug 13, 2026
FIRST CITIZENS BANK & TRUST CO History No change 19,087 7,062 0.11% 0.11% 1111 0 0.0% Q2 2026 Jul 13, 2026
Wind River Trust Co History No change 19,027 7,040 2.38% 2.38% 1112 0 0.0% Q2 2026 Aug 14, 2026
Montis Financial, LLC History No change 19,001 7,031 1.44% 1.44% 1113 0 0.0% Q2 2026 Aug 05, 2026
Boulder Wealth Advisors, LLC History No change 18,989 7,026 2.56% 2.56% 1114 0 0.0% Q2 2026 Aug 07, 2026
Fort Henry Capital, LLC History No change 18,927 7,003 3.86% 3.86% 1115 0 0.0% Q2 2026 Jul 15, 2026
Evercore Wealth Management, LLC History No change 18,918 7,000 0.1% 0.1% 1116 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 18,918 7,000 0.36% 0.36% 1117 0 0.0% Q2 2026 Aug 04, 2026
Summit Investment Advisory Services, LLC History No change 18,882 6,987 1.75% 1.75% 1118 0 0.0% Q2 2026 Jul 24, 2026
L & S Advisors Inc History No change 18,863 6,980 0.72% 0.72% 1119 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 18,860 6,979 1.02% 1.02% 1120 0 0.0% Q2 2026 Jul 27, 2026
Unify Financial Advisors History No change 18,850 6,975 6.44% 6.44% 1121 0 0.0% Q2 2026 Jul 21, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 18,828 6,966 0.17% 0.17% 1122 0 0.0% Q2 2026 Jul 31, 2026
Smith Salley Wealth Management History No change 18,805 6,958 0.3% 0.3% 1123 0 0.0% Q2 2026 Jul 23, 2026
Rockwood Wealth Management, LLC History No change 18,804 6,958 0.44% 0.44% 1124 0 0.0% Q2 2026 Jul 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 18,791 6,953 0.65% 0.65% 1125 0 0.0% Q2 2026 Jul 14, 2026
MITCHELL SINKLER & STARR/PA History No change 18,735 6,932 2.89% 2.89% 1126 0 0.0% Q2 2026 Jul 21, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 18,734 6,932 2.79% 2.79% 1127 0 0.0% Q2 2026 Jul 28, 2026
Meridian Wealth Partners, LLC History No change 18,686 6,914 0.84% 0.84% 1128 0 0.0% Q2 2026 Aug 12, 2026
Five Pine Wealth Management History No change 18,684 6,913 3.91% 3.91% 1129 0 0.0% Q2 2026 Aug 13, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 18,664 6,906 5.96% 5.96% 1130 0 0.0% Q2 2026 Aug 06, 2026
Fort Point Capital Partners LLC History No change 18,653 6,902 0.48% 0.48% 1131 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 18,650 6,901 0.13% 0.13% 1132 0 0.0% Q2 2026 Aug 04, 2026
Riverview Capital Advisers, LLC History No change 18,632 6,894 1.98% 1.98% 1133 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Alliance LLC History No change 18,577 6,874 0.46% 0.46% 1134 0 0.0% Q2 2026 Jul 20, 2026
SHP Wealth Management History No change 18,545 6,862 0.47% 0.47% 1135 0 0.0% Q2 2026 Aug 11, 2026
ATLAS CAPITAL ADVISORS INC. History No change 18,446 6,826 0.75% 0.75% 1136 0 0.0% Q2 2026 Aug 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 18,421 6,816 0.84% 0.84% 1137 0 0.0% Q2 2026 Aug 11, 2026
ACT Advisors, LLC. History No change 18,414 6,813 2.26% 2.26% 1138 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 18,385 6,803 0.42% 0.42% 1139 0 0.0% Q2 2026 Jul 23, 2026
DT Investment Partners, LLC History No change 18,384 6,802 0.51% 0.51% 1140 0 0.0% Q2 2026 Jul 27, 2026
Traveka Wealth, LLC History No change 18,383 6,802 2.26% 2.26% 1141 0 0.0% Q2 2026 Jul 21, 2026
Mayflower Financial Advisors, LLC History No change 18,337 6,785 0.59% 0.59% 1142 0 0.0% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 18,306 6,774 0.12% 0.12% 1143 0 0.0% Q2 2026 Jul 23, 2026
Martin Capital Advisors, LLP History No change 18,295 6,769 3.55% 3.55% 1144 0 0.0% Q2 2026 Jul 24, 2026
PKS Advisory Services, LLC History No change 18,287 6,767 1.08% 1.08% 1145 0 0.0% Q2 2026 Aug 04, 2026
Elite Financial, Inc. History No change 18,218 6,741 2.72% 2.72% 1146 0 0.0% Q2 2026 Aug 13, 2026
Arete Wealth Advisors, LLC History No change 18,199 6,734 0.45% 0.45% 1147 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 18,152 6,716 0.0% 0.0% 1148 0 0.0% Q2 2026 Aug 13, 2026
American Trust History No change 18,143 6,713 0.52% 0.52% 1149 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 18,122 6,705 0.35% 0.35% 1150 0 0.0% Q2 2026 Jul 20, 2026
Heartland Bank & Trust Co History No change 18,072 6,687 1.38% 1.38% 1151 0 0.0% Q2 2026 Aug 11, 2026
Bedel Financial Consulting, Inc. History No change 18,045 6,677 0.63% 0.63% 1152 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Advisors, LLC History No change 18,035 6,673 2.89% 2.89% 1153 0 0.0% Q2 2026 Aug 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 18,026 6,670 0.35% 0.35% 1154 0 0.0% Q2 2026 Jul 20, 2026
OPTIMA CAPITAL LLC History No change 17,981 6,653 2.63% 2.63% 1155 0 0.0% Q2 2026 Jul 24, 2026
Arista Wealth Management, LLC History No change 17,850 6,605 0.71% 0.71% 1156 0 0.0% Q2 2026 Jul 08, 2026
Charis Legacy Partners, LLC History No change 17,847 6,604 8.12% 8.12% 1157 0 0.0% Q2 2026 Jul 09, 2026
Lunt Capital Management, Inc. History No change 17,831 6,598 2.42% 2.42% 1158 0 0.0% Q2 2026 Jul 30, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 17,830 6,597 0.03% 0.03% 1159 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 17,750 6,568 0.12% 0.12% 1160 0 0.0% Q2 2026 Aug 11, 2026
WoodTrust Financial Corp History No change 17,750 6,568 0.78% 0.78% 1161 0 0.0% Q2 2026 Jul 27, 2026
RIA Advisory Group LLC History No change 17,718 6,556 1.43% 1.43% 1162 0 0.0% Q2 2026 Jul 23, 2026
Advisors Capital Management, LLC History No change 17,710 6,553 0.07% 0.07% 1163 0 0.0% Q2 2026 Aug 11, 2026
FreeGulliver LLC History No change 17,690 6,545 2.31% 2.31% 1164 0 0.0% Q2 2026 Aug 11, 2026
Hurlow Wealth Management Group, Inc. History No change 17,672 6,539 1.36% 1.36% 1165 0 0.0% Q2 2026 Aug 05, 2026
Bogart Wealth, LLC History No change 17,615 6,518 0.22% 0.22% 1166 0 0.0% Q2 2026 Jul 24, 2026
Intrua Financial, LLC History No change 17,593 6,510 0.6% 0.6% 1167 0 0.0% Q2 2026 Jul 24, 2026
55 North Private Wealth, LLC History No change 17,564 6,499 1.28% 1.28% 1168 0 0.0% Q2 2026 Jul 07, 2026
R. W. Roge & Company, Inc. History No change 17,534 6,488 2.71% 2.71% 1169 0 0.0% Q2 2026 Jul 31, 2026
First Citizens Financial Corp History Added to 17,324 6,483 2.72% 2.52% 1170 +1,054 6.48% Q3 2026 Oct 02, 2026
DURANTE & WATERS, LLC History No change 17,494 6,473 4.24% 4.24% 1171 0 0.0% Q2 2026 Aug 10, 2026
Navigate Wealth Management, LLC History No change 17,639 6,473 4.01% 4.01% 1172 0 0.0% Q2 2026 Jul 23, 2026
Lakeside Advisors, INC. History No change 17,473 6,465 4.07% 4.07% 1173 0 0.0% Q2 2026 Jul 31, 2026
Moisand Fitzgerald Tamayo, LLC History No change 17,467 6,463 0.63% 0.63% 1174 0 0.0% Q2 2026 Jul 13, 2026
1015 Capital Partners, LLC History No change 17,393 6,436 5.39% 5.39% 1175 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History No change 17,379 6,430 0.06% 0.06% 1176 0 0.0% Q2 2026 Jul 27, 2026
EdgeRock Capital LLC History No change 17,372 6,428 1.46% 1.46% 1177 0 0.0% Q2 2026 Jul 24, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 17,363 6,425 0.06% 0.06% 1178 0 0.0% Q2 2026 Jul 30, 2026
OLD NATIONAL BANCORP /IN/ History No change 17,294 6,399 0.13% 0.13% 1179 0 0.0% Q2 2026 Jul 15, 2026
SeaCrest Wealth Management, LLC History No change 17,256 6,385 0.71% 0.71% 1180 0 0.0% Q2 2026 Jul 09, 2026
Coyle Financial Counsel LLC History No change 17,222 6,373 1.16% 1.16% 1181 0 0.0% Q2 2026 Aug 07, 2026
Traynor Capital Management, Inc. History No change 17,191 6,361 0.29% 0.29% 1182 0 0.0% Q2 2026 Jul 22, 2026
Strategic Financial Group, LLC History Reduced 16,982 6,355 6.15% 6.07% 1183 -138 -0.81% Q3 2026 Oct 08, 2026
Legacy Financial Advisors, Inc. History No change 17,169 6,353 0.77% 0.77% 1184 0 0.0% Q2 2026 Aug 05, 2026
Parkwoods Wealth Partners, LLC History No change 17,079 6,319 1.02% 1.02% 1185 0 0.0% Q2 2026 Jul 27, 2026
Financial Solutions Advisory Group, Inc. History No change 17,012 6,319 0.8% 0.8% 1186 0 0.0% Q2 2026 Jul 13, 2026
Prospect Financial Group LLC History No change 17,067 6,315 5.09% 5.09% 1187 0 0.0% Q2 2026 Aug 06, 2026
Flagship Private Wealth, LLC History No change 17,059 6,312 2.23% 2.23% 1188 0 0.0% Q2 2026 Aug 04, 2026
Rockingstone Advisors LLC History No change 17,000 6,290 2.53% 2.53% 1189 0 0.0% Q2 2026 Jul 13, 2026
Selby Wealth Management, LLC History No change 16,968 6,278 2.23% 2.23% 1190 0 0.0% Q2 2026 Jul 09, 2026
Fifth Third Wealth Advisors LLC History No change 16,932 6,265 0.18% 0.18% 1191 0 0.0% Q2 2026 Jul 17, 2026
Clear Creek Financial Management, LLC History No change 16,906 6,255 0.4% 0.4% 1192 0 0.0% Q2 2026 Jul 27, 2026
Value Investment Professionals, LLC History No change 16,868 6,241 5.25% 5.25% 1193 0 0.0% Q2 2026 Jul 07, 2026
NBT BANK, N.A. History No change 16,764 6,203 0.41% 0.41% 1194 0 0.0% Q2 2026 Jul 29, 2026
American Financial Advisors, LLC History No change 16,738 6,193 0.75% 0.75% 1195 0 0.0% Q2 2026 Jul 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 16,564 6,129 0.27% 0.27% 1196 0 0.0% Q2 2026 Aug 03, 2026
MASECO LLP History No change 16,565 6,127 0.17% 0.17% 1197 0 0.0% Q2 2026 Aug 05, 2026
Quartz Partners, LLC History No change 16,546 6,122 2.0% 2.0% 1198 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 16,519 6,112 0.16% 0.16% 1199 0 0.0% Q2 2026 Aug 14, 2026
West Financial Advisors, LLC History No change 16,509 6,108 0.93% 0.93% 1200 0 0.0% Q2 2026 Jul 08, 2026
ARK & TLK INVESTMENTS, LLC History No change 16,504 6,107 1.5% 1.5% 1201 0 0.0% Q2 2026 Jul 20, 2026
Strid Group, LLC History No change 16,362 6,054 0.67% 0.67% 1202 0 0.0% Q2 2026 Jul 23, 2026
BAYBAN History No change 16,326 6,041 4.63% 4.63% 1203 0 0.0% Q2 2026 Jul 30, 2026
Pallas Capital Advisors LLC History No change 16,323 6,040 0.19% 0.19% 1204 0 0.0% Q2 2026 Aug 07, 2026
Friday Financial History No change 16,325 6,033 1.62% 1.62% 1205 0 0.0% Q2 2026 Jul 09, 2026
FAS Wealth Partners, Inc. History No change 16,276 6,022 0.31% 0.31% 1206 0 0.0% Q2 2026 Jul 29, 2026
Wescott Financial Advisory Group, LLC History No change 16,250 6,013 0.47% 0.47% 1207 0 0.0% Q2 2026 Aug 04, 2026
NavPoint Financial, Inc. History No change 16,098 5,956 2.21% 2.21% 1208 0 0.0% Q2 2026 Jul 23, 2026
Talisman Wealth Advisors LLC History No change 16,090 5,953 4.43% 4.43% 1209 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Managemnet, LLC History No change 16,049 5,938 13.36% 13.36% 1210 0 0.0% Q2 2026 Jul 24, 2026
D.B. Root & Company, LLC History No change 16,004 5,922 1.26% 1.26% 1211 0 0.0% Q2 2026 Aug 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 15,993 5,918 0.38% 0.38% 1212 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Planning, Inc. History No change 15,925 5,892 3.08% 3.08% 1213 0 0.0% Q2 2026 Aug 14, 2026
LAM GROUP, INC. History No change 15,893 5,881 2.92% 2.92% 1214 0 0.0% Q2 2026 Jul 10, 2026
Acorn Wealth Advisors, LLC History No change 15,877 5,875 1.43% 1.43% 1215 0 0.0% Q2 2026 Jul 30, 2026
Harbor Asset Planning, Inc. History No change 15,839 5,861 4.4% 4.4% 1216 0 0.0% Q2 2026 Jul 22, 2026
Providence First Trust Co History No change 15,834 5,859 1.64% 1.64% 1217 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 15,832 5,858 0.47% 0.47% 1218 0 0.0% Q2 2026 Jul 14, 2026
High Net Worth Advisory Group LLC History No change 15,720 5,817 1.24% 1.24% 1219 0 0.0% Q2 2026 Jul 29, 2026
Keel Point, LLC History No change 15,716 5,815 0.34% 0.34% 1220 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Group, LLC History No change 15,714 5,814 1.26% 1.26% 1221 0 0.0% Q2 2026 Aug 06, 2026
Consolidated Portfolio Review Corp History No change 15,707 5,812 0.48% 0.48% 1222 0 0.0% Q2 2026 Jul 23, 2026
Advisory Solutions Group, LLC History No change 15,702 5,810 1.97% 1.97% 1223 0 0.0% Q2 2026 Jul 29, 2026
Exchange Bank History Added to 15,462 5,786 3.58% 3.08% 1224 +2,096 15.68% Q3 2026 Oct 07, 2026
Cassaday & Co Wealth Management LLC History No change 15,629 5,783 0.11% 0.11% 1225 0 0.0% Q2 2026 Aug 10, 2026
Washington Trust Advisors, Inc. History No change 15,617 5,778 0.43% 0.43% 1226 0 0.0% Q2 2026 Jul 29, 2026
Provident Living Financial Services, Inc. History No change 15,598 5,772 5.69% 5.69% 1227 0 0.0% Q2 2026 Aug 05, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 15,551 5,754 0.48% 0.48% 1228 0 0.0% Q2 2026 Jul 28, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 15,531 5,747 0.65% 0.65% 1229 0 0.0% Q2 2026 Jul 07, 2026
Verum Partners LLC History No change 15,436 5,711 0.85% 0.85% 1230 0 0.0% Q2 2026 Jul 22, 2026
Atlas Legacy Advisors, LLC History No change 15,406 5,696 0.84% 0.84% 1231 0 0.0% Q2 2026 Jul 31, 2026
Geometric Wealth Advisors History No change 15,370 5,687 0.62% 0.62% 1232 0 0.0% Q2 2026 Aug 11, 2026
Aspen Investment Management Inc History No change 15,349 5,680 1.53% 1.53% 1233 0 0.0% Q2 2026 Jul 17, 2026
QUARRY HILL ADVISORS, LLC History No change 15,306 5,663 2.18% 2.18% 1234 0 0.0% Q2 2026 Jul 27, 2026
UNIQUE WEALTH, LLC History No change 15,249 5,642 0.66% 0.66% 1235 0 0.0% Q2 2026 Jul 21, 2026
Mission Creek Capital Partners, Inc. History No change 15,231 5,636 0.99% 0.99% 1236 0 0.0% Q2 2026 Aug 14, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 15,228 5,635 0.56% 0.56% 1237 0 0.0% Q2 2026 Jul 31, 2026
Indiana Trust & Investment Management Co History No change 15,194 5,622 1.54% 1.54% 1238 0 0.0% Q2 2026 Jul 22, 2026
Cynosure Group, LLC History No change 15,181 5,617 0.84% 0.84% 1239 0 0.0% Q2 2026 Aug 05, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 15,148 5,605 4.32% 4.32% 1240 0 0.0% Q2 2026 Jul 24, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 15,112 5,592 2.72% 2.72% 1241 0 0.0% Q2 2026 Jul 08, 2026
Quadcap Wealth Management, LLC History No change 15,051 5,569 0.54% 0.54% 1242 0 0.0% Q2 2026 Jul 31, 2026
ADVOCATE GROUP LLC History No change 15,029 5,561 0.84% 0.84% 1243 0 0.0% Q2 2026 Jul 17, 2026
WealthBridge Capital Management, LLC History No change 15,018 5,557 1.1% 1.1% 1244 0 0.0% Q2 2026 Jul 24, 2026
Iron Gate Global Advisors LLC History No change 14,981 5,543 0.54% 0.54% 1245 0 0.0% Q2 2026 Aug 14, 2026
Shakespeare Wealth Management, LLC History No change 14,982 5,543 1.47% 1.47% 1246 0 0.0% Q2 2026 Jul 20, 2026
Milestone Investment Advisors LLC History No change 14,968 5,538 1.2% 1.2% 1247 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History Added to 14,779 5,531 0.41% 0.41% 1248 +65 0.44% Q3 2026 Oct 01, 2026
Avidian Wealth Enterprises, LLC History Added to 14,742 5,517 0.15% 0.13% 1249 +1,682 12.88% Q3 2026 Oct 08, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 14,896 5,507 0.56% 0.56% 1250 0 0.0% Q2 2026 Aug 13, 2026
Blueprint Investment Partners LLC History No change 14,860 5,498 0.46% 0.46% 1251 0 0.0% Q2 2026 Aug 04, 2026
Single Point Partners, LLC History No change 14,854 5,496 0.97% 0.97% 1252 0 0.0% Q2 2026 Jul 16, 2026
GWN SECURITIES INC. History No change 14,835 5,489 0.92% 0.92% 1253 0 0.0% Q2 2026 Aug 05, 2026
Councilmark Asset Management, LLC History No change 14,829 5,487 2.9% 2.9% 1254 0 0.0% Q2 2026 Aug 11, 2026
KINTRA WEALTH, LLC History No change 14,278 5,486 0.29% 0.29% 1255 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 14,823 5,485 0.17% 0.17% 1256 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History No change 14,801 5,476 0.34% 0.34% 1257 0 0.0% Q2 2026 Jul 30, 2026
Capasso Planning Partners LLC History No change 14,782 5,469 2.73% 2.73% 1258 0 0.0% Q2 2026 Aug 18, 2026
Fingerlakes Wealth Management, Inc. History No change 14,751 5,458 2.94% 2.94% 1259 0 0.0% Q2 2026 Jul 23, 2026
Kendall Capital Management History No change 14,711 5,443 0.91% 0.91% 1260 0 0.0% Q2 2026 Aug 12, 2026
DKM Wealth Management, Inc. History No change 14,675 5,430 3.55% 3.55% 1261 0 0.0% Q2 2026 Jul 30, 2026
BOK Financial Private Wealth, Inc. History No change 14,651 5,421 0.28% 0.28% 1262 0 0.0% Q2 2026 Aug 07, 2026
Andrews Advisory Associates, LLC History No change 14,619 5,409 2.6% 2.6% 1263 0 0.0% Q2 2026 Jul 17, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 14,581 5,395 1.89% 1.89% 1264 0 0.0% Q2 2026 Jul 22, 2026
Madrid Wealth Management, LLC History No change 14,537 5,379 3.53% 3.53% 1265 0 0.0% Q2 2026 Jul 31, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 14,485 5,360 2.24% 2.24% 1266 0 0.0% Q2 2026 Aug 11, 2026
GERBER, LLC History No change 14,482 5,358 2.52% 2.52% 1267 0 0.0% Q2 2026 Jul 29, 2026
DIVERSIFIED MANAGEMENT INC History No change 14,273 5,341 0.93% 1.13% 1268 0 0.0% Q3 2026 Oct 08, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 14,427 5,338 3.61% 3.61% 1269 0 0.0% Q2 2026 Jul 22, 2026
Biltmore Family Office, LLC History No change 14,418 5,335 0.7% 0.7% 1270 0 0.0% Q2 2026 Aug 12, 2026
VICUS CAPITAL History No change 14,408 5,331 0.34% 0.34% 1271 0 0.0% Q2 2026 Aug 05, 2026
Hanson & Doremus Investment Management History No change 14,376 5,320 0.54% 0.54% 1272 0 0.0% Q2 2026 Jul 29, 2026
INNEALTA CAPITAL, LLC History No change 14,344 5,307 2.83% 2.83% 1273 0 0.0% Q2 2026 Aug 04, 2026
Hills Bank & Trust Co History No change 14,308 5,294 0.23% 0.23% 1274 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 14,283 5,285 0.6% 0.6% 1275 0 0.0% Q2 2026 Jul 10, 2026
Cherry Tree Wealth Management, LLC History No change 14,210 5,258 0.99% 0.99% 1276 0 0.0% Q2 2026 Sep 15, 2026
Elmwood Wealth Management, Inc. History No change 14,204 5,255 1.31% 1.31% 1277 0 0.0% Q2 2026 Jul 07, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 14,188 5,250 0.89% 0.89% 1278 0 0.0% Q2 2026 Jul 31, 2026
Narus Financial Partners, LLC History No change 14,176 5,245 1.35% 1.35% 1279 0 0.0% Q2 2026 Jul 31, 2026
Roehl & Yi Investment Advisors, LLC History No change 44,959 5,244 1.73% 1.73% 1280 0 0.0% Q2 2026 Aug 13, 2026
Aurdan Capital Management, LLC History No change 14,153 5,237 1.33% 1.33% 1281 0 0.0% Q2 2026 Jul 15, 2026
Old Peak Finance LLC History No change 14,127 5,227 2.53% 2.53% 1282 0 0.0% Q2 2026 Aug 03, 2026
BCS Wealth Management History No change 14,088 5,213 0.94% 0.94% 1283 0 0.0% Q2 2026 Jul 16, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 14,054 5,201 0.22% 0.22% 1284 0 0.0% Q2 2026 Jul 27, 2026
Legal Advantage Investments, Inc. History No change 14,049 5,198 1.82% 1.82% 1285 0 0.0% Q2 2026 Jul 15, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 14,031 5,192 0.17% 0.17% 1286 0 0.0% Q2 2026 Aug 20, 2026
Altura Wealth Advisors Inc. History No change 14,007 5,183 1.75% 1.75% 1287 0 0.0% Q2 2026 Jul 22, 2026
Hardin Capital Partners, LLC History No change 13,969 5,175 2.4% 2.4% 1288 0 0.0% Q2 2026 Jul 07, 2026
Avant Capital LLC History No change 13,982 5,173 3.24% 3.24% 1289 0 0.0% Q2 2026 Aug 12, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 13,955 5,163 1.03% 1.03% 1290 0 0.0% Q2 2026 Jul 08, 2026
FIRST TRUST ADVISORS LP History No change 13,948 5,161 0.0% 0.0% 1291 0 0.0% Q2 2026 Aug 11, 2026
Clear Retirement Advice LLC History No change 13,943 5,159 3.53% 3.53% 1292 0 0.0% Q2 2026 Jul 15, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 13,933 5,155 0.51% 0.51% 1293 0 0.0% Q2 2026 Jul 29, 2026
FLAGSTAR SECURITIES, INC History No change 13,893 5,140 1.55% 1.55% 1294 0 0.0% Q2 2026 Jul 15, 2026
O'ROURKE & COMPANY, Inc History No change 13,867 5,131 1.79% 1.79% 1295 0 0.0% Q2 2026 Aug 14, 2026
Clear Trail Advisors, LLC History No change 13,864 5,130 0.78% 0.78% 1296 0 0.0% Q2 2026 Jul 21, 2026
Walkner Condon Financial Advisors LLC History No change 13,842 5,121 0.59% 0.59% 1297 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 13,803 5,107 0.21% 0.21% 1298 0 0.0% Q2 2026 Aug 10, 2026
Rodgers & Associates, LTD History No change 13,786 5,101 0.46% 0.46% 1299 0 0.0% Q2 2026 Jul 21, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 13,778 5,098 0.34% 0.34% 1300 0 0.0% Q2 2026 Jul 24, 2026
Nemes Rush Group LLC History No change 13,746 5,086 0.42% 0.42% 1301 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 13,689 5,065 0.46% 0.46% 1302 0 0.0% Q2 2026 Jul 16, 2026
Financial Alternatives, Inc History No change 13,547 5,012 2.47% 2.47% 1303 0 0.0% Q2 2026 Aug 10, 2026
Medallion Wealth Advisors, LLC History No change 13,490 4,993 1.57% 1.57% 1304 0 0.0% Q2 2026 Aug 14, 2026
Bear Mountain Capital, Inc. History No change 13,449 4,991 1.45% 1.45% 1305 0 0.0% Q2 2026 Jul 20, 2026
White Lighthouse Investment Management Inc. History No change 13,481 4,988 0.62% 0.62% 1306 0 0.0% Q2 2026 Aug 04, 2026
CogentBlue Wealth Advisors, LLC History No change 13,473 4,985 2.86% 2.86% 1307 0 0.0% Q2 2026 Jul 16, 2026
Woodside Wealth Management LLC History No change 13,468 4,983 3.47% 3.47% 1308 0 0.0% Q2 2026 Jul 24, 2026
Kaufman Rossin Wealth, LLC History No change 13,407 4,980 2.36% 2.36% 1309 0 0.0% Q2 2026 Jul 16, 2026
Sentry LLC History No change 13,455 4,978 1.39% 1.39% 1310 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 13,432 4,970 1.8% 1.8% 1311 0 0.0% Q2 2026 Jul 30, 2026
Values Added Financial LLC History No change 13,366 4,946 1.79% 1.79% 1312 0 0.0% Q2 2026 Jul 27, 2026
UNITED BANK History No change 13,300 4,921 0.58% 0.58% 1313 0 0.0% Q2 2026 Jul 30, 2026
TruNorth Capital Management, LLC History No change 13,257 4,905 0.79% 0.79% 1314 0 0.0% Q2 2026 Jul 23, 2026
Twin Lakes Capital Management, LLC History No change 13,238 4,898 1.87% 1.87% 1315 0 0.0% Q2 2026 Aug 17, 2026
Cascade Investment Advisors, Inc. History No change 13,226 4,894 2.67% 2.67% 1316 0 0.0% Q2 2026 Jul 15, 2026
Red Door Wealth Management, LLC History No change 13,223 4,892 0.45% 0.45% 1317 0 0.0% Q2 2026 Jul 13, 2026
May Hill Capital, LLC History No change 13,214 4,889 1.02% 1.02% 1318 0 0.0% Q2 2026 Aug 07, 2026
Forza Wealth Management, LLC History No change 13,161 4,870 1.49% 1.49% 1319 0 0.0% Q2 2026 Jul 17, 2026
BNC WEALTH MANAGEMENT, LLC History No change 13,154 4,867 1.18% 1.18% 1320 0 0.0% Q2 2026 Jul 21, 2026
IF Advisors, LLC History No change 13,152 4,866 3.2% 3.2% 1321 0 0.0% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 13,149 4,865 0.23% 0.23% 1322 0 0.0% Q2 2026 Aug 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 13,148 4,865 0.71% 0.71% 1323 0 0.0% Q2 2026 Jul 21, 2026
Brown Miller Wealth Management, LLC History No change 13,138 4,861 1.22% 1.22% 1324 0 0.0% Q2 2026 Jul 16, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 13,125 4,856 1.78% 1.78% 1325 0 0.0% Q2 2026 Aug 06, 2026
Carolina Wealth Management Inc History No change 13,108 4,850 2.23% 2.23% 1326 0 0.0% Q2 2026 Aug 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 13,091 4,844 0.03% 0.03% 1327 0 0.0% Q2 2026 Aug 14, 2026
SC&H Financial Advisors, Inc. History No change 13,069 4,836 0.64% 0.64% 1328 0 0.0% Q2 2026 Aug 04, 2026
Waterloo Capital, L.P. History No change 13,068 4,835 0.27% 0.27% 1329 0 0.0% Q2 2026 Jul 29, 2026
Francis Financial, Inc. History No change 13,031 4,821 0.79% 0.79% 1330 0 0.0% Q2 2026 Aug 10, 2026
Shepherd Street Advisors LLC History No change 12,936 4,817 4.23% 4.23% 1331 0 0.0% Q2 2026 Jul 24, 2026
SIG BROKERAGE, LP History No change 13,000 4,810 0.09% 0.09% 1332 0 0.0% Q2 2026 Aug 14, 2026
Donalies Financial Planning, LLC History No change 12,956 4,794 3.53% 3.53% 1333 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 12,955 4,793 0.35% 0.35% 1334 0 0.0% Q2 2026 Jul 23, 2026
Sylvest Advisors, LLC History No change 12,949 4,791 2.16% 2.16% 1335 0 0.0% Q2 2026 Jul 22, 2026
Mattern Wealth Management LLC History No change 12,922 4,781 0.78% 0.78% 1336 0 0.0% Q2 2026 Jul 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 12,900 4,773 0.24% 0.24% 1337 0 0.0% Q2 2026 Jul 20, 2026
KEB ASSET MANAGEMENT, LLC History No change 12,898 4,772 0.77% 0.77% 1338 0 0.0% Q2 2026 Jul 14, 2026
National Wealth Management Group, LLC History No change 12,896 4,771 1.48% 1.48% 1339 0 0.0% Q2 2026 Jul 14, 2026
Bernicke Wealth Management, Ltd. History No change 12,890 4,769 0.55% 0.55% 1340 0 0.0% Q2 2026 Aug 11, 2026
Spinnaker Investment Group, LLC History No change 12,874 4,763 0.76% 0.76% 1341 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Financial Group, LLC / IL History No change 12,870 4,762 1.16% 1.16% 1342 0 0.0% Q2 2026 Jul 30, 2026
WealthNavi Inc. History No change 12,831,750 4,748 37.2% 37.2% 1343 0 0.0% Q2 2026 Jul 23, 2026
James J. Burns & Company, LLC History No change 12,821 4,744 0.51% 0.51% 1344 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History Added to 12,627 4,725 0.19% 0.18% 1345 +104 0.83% Q3 2026 Oct 08, 2026
Everest Private Wealth History No change 12,771 4,725 1.76% 1.76% 1346 0 0.0% Q2 2026 Aug 07, 2026
XML Financial, LLC History No change 12,754 4,719 0.34% 0.34% 1347 0 0.0% Q2 2026 Jul 24, 2026
Pegasus Asset Management, Inc. History No change 12,744 4,715 1.34% 1.34% 1348 0 0.0% Q2 2026 Aug 05, 2026
Curry Webb Wealth Management LLC History No change 12,702 4,700 1.95% 1.95% 1349 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 12,681 4,692 2.21% 2.21% 1350 0 0.0% Q2 2026 Aug 07, 2026
626 Financial, LLC History No change 12,662 4,685 1.82% 1.82% 1351 0 0.0% Q2 2026 Jul 27, 2026
TRED AVON FAMILY WEALTH, LLC History No change 12,657 4,683 1.43% 1.43% 1352 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 12,655 4,682 0.32% 0.32% 1353 0 0.0% Q2 2026 Aug 04, 2026
WNY Asset Management, LLC History No change 12,643 4,678 0.42% 0.42% 1354 0 0.0% Q2 2026 Aug 17, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 12,566 4,649 2.37% 2.37% 1355 0 0.0% Q2 2026 Jul 20, 2026
Noble Wealth Partners LLC History No change 12,562 4,648 4.04% 4.04% 1356 0 0.0% Q2 2026 Jul 24, 2026
Strathmore Capital Advisors, Inc. History No change 12,570 4,643 1.25% 1.25% 1357 0 0.0% Q2 2026 Aug 10, 2026
Embree Financial Group History No change 12,501 4,625 0.46% 0.46% 1358 0 0.0% Q2 2026 Jul 15, 2026
Summit Global Investments History No change 12,497 4,624 0.25% 0.25% 1359 0 0.0% Q2 2026 Aug 03, 2026
Certified Advisory Corp History No change 12,487 4,620 0.37% 0.37% 1360 0 0.0% Q2 2026 Jul 16, 2026
WESPAC Advisors, LLC History No change 12,449 4,606 2.25% 2.25% 1361 0 0.0% Q2 2026 Aug 10, 2026
Element Wealth, LLC History No change 12,449 4,606 1.72% 1.72% 1362 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 12,432 4,600 0.41% 0.41% 1363 0 0.0% Q2 2026 Aug 14, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 12,380 4,581 1.01% 1.01% 1364 0 0.0% Q2 2026 Aug 11, 2026
Bridgewealth Advisory Group, LLC History No change 12,371 4,577 0.86% 0.86% 1365 0 0.0% Q2 2026 Jul 27, 2026
Sequent Planning LLC History No change 12,371 4,577 0.98% 0.98% 1366 0 0.0% Q2 2026 Aug 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 12,301 4,552 0.52% 0.52% 1367 0 0.0% Q2 2026 Aug 10, 2026
Madrona Financial Services, LLC History No change 12,295 4,549 0.84% 0.84% 1368 0 0.0% Q2 2026 Jul 17, 2026
Dynasty Wealth Management, LLC History No change 12,274 4,541 0.03% 0.03% 1369 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 12,270 4,540 0.09% 0.09% 1370 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 12,307 4,538 0.3% 0.3% 1371 0 0.0% Q2 2026 Jul 16, 2026
Fairway Wealth LLC History No change 12,258 4,535 1.04% 1.04% 1372 0 0.0% Q2 2026 Jul 24, 2026
Mayfair Advisory Group, LLC History No change 12,429 4,534 1.37% 1.37% 1373 0 0.0% Q2 2026 Aug 11, 2026
Everstar Asset Management, LLC History No change 12,229 4,525 2.18% 2.18% 1374 0 0.0% Q2 2026 Aug 03, 2026
Hendershot Investments Inc. History No change 12,199 4,514 0.59% 0.59% 1375 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History Added to 12,005 4,492 0.06% 0.05% 1376 +1,400 13.2% Q3 2026 Oct 08, 2026
Trevian Wealth Management LLC History No change 12,096 4,476 1.91% 1.91% 1377 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 12,049 4,458 0.22% 0.22% 1378 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Group, LLC History No change 12,036 4,453 0.35% 0.35% 1379 0 0.0% Q2 2026 Aug 10, 2026
DecisionPoint Financial, LLC History No change 12,057 4,452 0.82% 0.82% 1380 0 0.0% Q2 2026 Aug 05, 2026
FULTON BANK, N.A. History No change 12,012 4,444 0.14% 0.14% 1381 0 0.0% Q2 2026 Jul 09, 2026
Canvas Wealth Advisors, LLC History No change 11,956 4,424 0.62% 0.62% 1382 0 0.0% Q2 2026 Jul 10, 2026
Bison Wealth, LLC History No change 11,874 4,413 0.41% 0.41% 1383 0 0.0% Q2 2026 Jul 07, 2026
Oxford Wealth Group, LLC History No change 11,892 4,400 1.97% 1.97% 1384 0 0.0% Q2 2026 Aug 13, 2026
DiPaolo Financial Group, Inc. History No change 11,891 4,400 2.87% 2.87% 1385 0 0.0% Q2 2026 Jul 09, 2026
Carl P. Sherr & Co., LLC History No change 11,848 4,384 1.84% 1.84% 1386 0 0.0% Q2 2026 Jul 31, 2026
Phillip James Consulting Co. History No change 11,845 4,383 2.93% 2.93% 1387 0 0.0% Q2 2026 Jul 28, 2026
Treasure Coast Financial Planning History No change 11,814 4,371 2.13% 2.13% 1388 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Management, LLC / MS History No change 11,755 4,349 1.12% 1.12% 1389 0 0.0% Q2 2026 Jul 08, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 11,494 4,344 1.77% 1.71% 1390 -137 -1.18% Q3 2026 Oct 06, 2026
Hoese & Co LLP History No change 11,729 4,340 2.82% 2.82% 1391 0 0.0% Q2 2026 Jul 14, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 11,592 4,338 2.35% 2.36% 1392 -235 -1.99% Q3 2026 Oct 06, 2026
Clark Capital Management Group, Inc. History No change 11,718 4,336 0.02% 0.02% 1393 0 0.0% Q2 2026 Aug 11, 2026
American Wealth Advisors, LLC History No change 11,708 4,332 4.07% 4.07% 1394 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 11,686 4,327 0.94% 0.94% 1395 0 0.0% Q2 2026 Jul 27, 2026
TRB Wealth Management, LLC History No change 11,667 4,317 0.57% 0.57% 1396 0 0.0% Q2 2026 Aug 11, 2026
Tyche Wealth Partners LLC History No change 11,653 4,312 0.61% 0.61% 1397 0 0.0% Q2 2026 Aug 06, 2026
Royal Fund Management, LLC History No change 11,650 4,311 0.36% 0.36% 1398 0 0.0% Q2 2026 Jul 20, 2026
Lynx Investment Advisory History No change 11,633 4,304 1.41% 1.41% 1399 0 0.0% Q2 2026 Jul 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 11,631 4,303 2.97% 2.97% 1400 0 0.0% Q2 2026 Jul 24, 2026
Gallacher Capital Management LLC History No change 11,573 4,282 2.4% 2.4% 1401 0 0.0% Q2 2026 Jul 16, 2026
KWMG, LLC History Reduced 11,435 4,279 0.31% 0.31% 1402 -12 -0.1% Q3 2026 Oct 07, 2026
YHB Investment Advisors, Inc. History Added to 11,425 4,275 0.27% 0.23% 1403 +1,619 16.51% Q3 2026 Oct 08, 2026
Financial Strategies Group, Inc. History No change 11,565 4,272 0.68% 0.68% 1404 0 0.0% Q2 2026 Aug 10, 2026
Peak Retirement Planning, Inc. History No change 11,526 4,265 0.68% 0.68% 1405 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 11,498 4,254 0.13% 0.13% 1406 0 0.0% Q2 2026 Aug 03, 2026
Yoder Wealth Management, Inc. History No change 11,476 4,246 1.66% 1.66% 1407 0 0.0% Q2 2026 Jul 22, 2026
Icon Wealth Advisors, LLC History No change 11,443 4,234 0.25% 0.25% 1408 0 0.0% Q2 2026 Aug 05, 2026
Foguth Wealth Management, LLC. History No change 11,544 4,227 0.48% 0.48% 1409 0 0.0% Q2 2026 Jul 21, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 11,260 4,214 0.5% 0.5% 1410 0 0.0% Q3 2026 Oct 08, 2026
Cambria Investment Management, L.P. History No change 11,355 4,201 0.21% 0.21% 1411 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 11,353 4,201 0.18% 0.18% 1412 0 0.0% Q2 2026 Aug 14, 2026
HC Advisors, LLC History No change 11,330 4,192 2.54% 2.54% 1413 0 0.0% Q2 2026 Aug 07, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 11,305 4,183 2.77% 2.77% 1414 0 0.0% Q2 2026 Aug 14, 2026
Nicholson Wealth Management Group, LLC History No change 11,239 4,158 2.45% 2.45% 1415 0 0.0% Q2 2026 Jul 29, 2026
Alliance Wealth Advisors, LLC /UT History No change 11,232 4,156 0.78% 0.78% 1416 0 0.0% Q2 2026 Jul 23, 2026
PCA Investment Advisory Services Inc. History No change 11,205 4,146 1.16% 1.16% 1417 0 0.0% Q2 2026 Jul 27, 2026
Greenhouse Wealth Management, LLC History No change 11,202 4,145 2.91% 2.91% 1418 0 0.0% Q2 2026 Aug 06, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 11,200 4,144 0.0% 0.0% 1419 0 0.0% Q2 2026 Jul 30, 2026
Kohmann Bosshard Financial Services, LLC History No change 11,197 4,143 0.35% 0.35% 1420 0 0.0% Q2 2026 Jul 14, 2026
ALM First Financial Advisors, LLC History No change 14,000 4,139 0.7% 0.7% 1421 0 0.0% Q2 2026 Jul 10, 2026
Pinnacle Bancorp, Inc. History No change 11,182 4,137 1.08% 1.08% 1422 0 0.0% Q2 2026 Jul 28, 2026
Oakworth Capital, Inc. History No change 11,171 4,133 0.2% 0.2% 1423 0 0.0% Q2 2026 Jul 22, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 11,111 4,111 0.73% 0.73% 1424 0 0.0% Q2 2026 Jul 21, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 11,100 4,107 0.6% 0.6% 1425 0 0.0% Q2 2026 Aug 12, 2026
Lumbard & Kellner, LLC History No change 11,098 4,106 1.24% 1.24% 1426 0 0.0% Q2 2026 Aug 06, 2026
Palisade Asset Management, LLC History No change 11,094 4,105 0.38% 0.38% 1427 0 0.0% Q2 2026 Jul 20, 2026
Gilbert & Cook, Inc. History No change 11,085 4,101 0.47% 0.47% 1428 0 0.0% Q2 2026 Jul 28, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 11,079 4,099 0.41% 0.41% 1429 0 0.0% Q2 2026 Jul 07, 2026
First National Advisers, LLC History No change 11,073 4,097 0.58% 0.58% 1430 0 0.0% Q2 2026 Jul 21, 2026
Coastal Bridge Advisors, LLC History No change 11,059 4,092 0.25% 0.25% 1431 0 0.0% Q2 2026 Aug 17, 2026
Valley Financial Group, Inc. History No change 11,054 4,090 2.02% 2.02% 1432 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 11,025 4,079 0.31% 0.31% 1433 0 0.0% Q2 2026 Jul 23, 2026
LongView Wealth Management History No change 11,007 4,073 1.04% 1.04% 1434 0 0.0% Q2 2026 Jul 17, 2026
Voya Financial Advisors, Inc. History No change 11,091 4,071 0.36% 0.36% 1435 0 0.0% Q2 2026 Aug 12, 2026
Peirce Capital Management, LLC History No change 10,949 4,051 1.49% 1.49% 1436 0 0.0% Q2 2026 Jul 10, 2026
Davis Capital Management History Reduced 10,792 4,038 2.41% 2.39% 1437 -127 -1.16% Q3 2026 Oct 08, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 10,902 4,034 1.01% 1.01% 1438 0 0.0% Q2 2026 Jul 24, 2026
Strategic Advisors LLC History No change 10,891 4,030 0.88% 0.88% 1439 0 0.0% Q2 2026 Jul 28, 2026
Renasant Bank History No change 10,881 4,026 2.59% 2.59% 1440 0 0.0% Q2 2026 Aug 11, 2026
Aurelius Family Office LLC History No change 10,866 4,020 1.58% 1.58% 1441 0 0.0% Q2 2026 Jul 13, 2026
Tandem Investment Partners LLC History No change 10,838 4,010 3.09% 3.09% 1442 0 0.0% Q2 2026 Jul 27, 2026
BLB&B Advisors, LLC History No change 10,832 4,008 0.15% 0.15% 1443 0 0.0% Q2 2026 Aug 05, 2026
Anchor Investment Management, LLC History No change 10,809 3,999 0.3% 0.3% 1444 0 0.0% Q2 2026 Sep 15, 2026
Tower Wealth Partners, Inc. History No change 10,804 3,997 1.97% 1.97% 1445 0 0.0% Q2 2026 Aug 12, 2026
Old North State Wealth Management, LLC History No change 10,786 3,993 1.71% 1.71% 1446 0 0.0% Q2 2026 Jul 17, 2026
Frankly Finances, LLC History No change 10,747 3,976 3.14% 3.14% 1447 0 0.0% Q2 2026 Jul 15, 2026
RM Financial Services, LLC History No change 10,725 3,968 2.95% 2.95% 1448 0 0.0% Q2 2026 Aug 04, 2026
Security National Bank History No change 10,719 3,966 0.47% 0.47% 1449 0 0.0% Q2 2026 Jul 15, 2026
Grove Bank & Trust History Reduced 10,586 3,961 0.39% 0.39% 1450 -8 -0.08% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 10,661 3,944 0.1% 0.1% 1451 0 0.0% Q2 2026 Jul 28, 2026
SFMG, LLC History No change 10,639 3,936 0.24% 0.24% 1452 0 0.0% Q2 2026 Aug 13, 2026
Private Advisory Group LLC History No change 10,636 3,935 0.21% 0.21% 1453 0 0.0% Q2 2026 Aug 06, 2026
CNB Bank History No change 10,632 3,934 1.53% 1.53% 1454 0 0.0% Q2 2026 Aug 06, 2026
Barton Investment Management History No change 10,617 3,928 0.53% 0.53% 1455 0 0.0% Q2 2026 Jul 20, 2026
Piedmont Capital Management, LLC History No change 10,618 3,927 1.98% 1.98% 1456 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 10,612 3,926 1.85% 1.85% 1457 0 0.0% Q2 2026 Aug 11, 2026
Heritage Family Offices, LLP History No change 10,603 3,923 1.52% 1.52% 1458 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 10,603 3,923 1.52% 1.52% 1459 0 0.0% Q2 2026 Jul 06, 2026
Accretive Wealth Partners, LLC History No change 10,579 3,914 0.95% 0.95% 1460 0 0.0% Q2 2026 Jul 29, 2026
Christensen, King & Associates Investment Services, Inc. History No change 10,574 3,912 1.55% 1.55% 1461 0 0.0% Q2 2026 Jul 14, 2026
Flatrock Wealth Partners LLC History No change 10,569 3,910 1.54% 1.54% 1462 0 0.0% Q2 2026 Aug 14, 2026
FF Advisors,LLC History No change 10,560 3,907 1.46% 1.46% 1463 0 0.0% Q2 2026 Jul 29, 2026
Daybright Advisory Services, Inc. History No change 10,610 3,906 0.93% 0.93% 1464 0 0.0% Q2 2026 Aug 04, 2026
Lantern Wealth Advisors, LLC History No change 10,547 3,902 1.79% 1.79% 1465 0 0.0% Q2 2026 Jul 28, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 10,585 3,884 1.52% 1.52% 1466 0 0.0% Q2 2026 Aug 12, 2026
Aviance Capital Partners, LLC History No change 10,486 3,880 0.4% 0.4% 1467 0 0.0% Q2 2026 Jul 30, 2026
Simplicity Wealth,LLC History No change 10,486 3,880 0.13% 0.13% 1468 0 0.0% Q2 2026 Aug 06, 2026
HORAN Wealth, LLC History No change 10,463 3,871 0.48% 0.48% 1469 0 0.0% Q2 2026 Aug 26, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 10,449 3,866 1.19% 1.19% 1470 0 0.0% Q2 2026 Jul 22, 2026
Lodestone Wealth Management LLC History No change 10,438 3,862 1.36% 1.36% 1471 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Consulting Group, LLC History No change 10,435 3,861 0.15% 0.15% 1472 0 0.0% Q2 2026 Aug 13, 2026
Miller Investment Management, LP History No change 10,429 3,859 0.35% 0.35% 1473 0 0.0% Q2 2026 Aug 13, 2026
OUTFITTERS FINANCIAL LLC History No change 10,389 3,844 2.7% 2.7% 1474 0 0.0% Q2 2026 Aug 10, 2026
Investment Advisory Services Group LLC History No change 10,364 3,834 2.81% 2.81% 1475 0 0.0% Q2 2026 Jul 29, 2026
Lakewood Asset Management LLC History No change 10,343 3,827 2.1% 2.1% 1476 0 0.0% Q2 2026 Aug 06, 2026
Midwestern Financial, LLC /IA History No change 10,341 3,826 2.68% 2.68% 1477 0 0.0% Q2 2026 Aug 13, 2026
CURA WEALTH ADVISORS, LLC History No change 10,315 3,817 1.63% 1.63% 1478 0 0.0% Q2 2026 Aug 06, 2026
Calamos Advisors LLC History No change 10,300 3,811 0.01% 0.01% 1479 0 0.0% Q2 2026 Jul 31, 2026
Bragg Financial Advisors, Inc History No change 10,294 3,809 0.1% 0.1% 1480 0 0.0% Q2 2026 Aug 12, 2026
Prime Buchholz LLC History No change 10,265 3,798 1.37% 1.37% 1481 0 0.0% Q2 2026 Aug 13, 2026
ALERUS FINANCIAL NA History No change 10,263 3,797 0.17% 0.17% 1482 0 0.0% Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History No change 10,260 3,796 0.54% 0.54% 1483 0 0.0% Q2 2026 Jul 16, 2026
Arcus Capital Partners, LLC History No change 10,244 3,790 1.57% 1.57% 1484 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 10,239 3,788 0.75% 0.75% 1485 0 0.0% Q2 2026 Jul 24, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 10,210 3,778 0.59% 0.59% 1486 0 0.0% Q2 2026 Aug 07, 2026
Compass Planning Associates Inc History No change 10,196 3,773 2.04% 2.04% 1487 0 0.0% Q2 2026 Jul 27, 2026
Madden Advisory Services, Inc. History No change 10,185 3,768 1.35% 1.35% 1488 0 0.0% Q2 2026 Aug 04, 2026
Covestor Ltd History No change 10,182 3,768 2.18% 2.18% 1489 0 0.0% Q2 2026 Aug 07, 2026
AMES NATIONAL CORP History No change 10,169 3,762 2.07% 2.07% 1490 0 0.0% Q2 2026 Aug 13, 2026
Werba Rubin Papier Wealth Management History No change 10,159 3,759 0.46% 0.46% 1491 0 0.0% Q2 2026 Jul 27, 2026
BEAM WEALTH ADVISORS, INC. History No change 10,149 3,755 0.83% 0.83% 1492 0 0.0% Q2 2026 Jul 29, 2026
Goldstein Advisors, LLC History No change 10,130 3,748 0.34% 0.34% 1493 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Management Group, LLC History No change 10,121 3,745 0.87% 0.87% 1494 0 0.0% Q2 2026 Jul 27, 2026
TritonPoint Partners, LLC History No change 10,080 3,729 0.31% 0.31% 1495 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History No change 10,064 3,724 0.48% 0.48% 1496 0 0.0% Q2 2026 Jul 22, 2026
Point Nemo Capital, LLC History No change 10,062 3,723 1.89% 1.89% 1497 0 0.0% Q2 2026 Aug 07, 2026
Rathbones Group PLC History No change 10,055 3,720 0.01% 0.01% 1498 0 0.0% Q2 2026 Jul 23, 2026
Berkeley Capital Partners, LLC History No change 10,030 3,711 0.76% 0.76% 1499 0 0.0% Q2 2026 Aug 06, 2026
One Wealth Management Investment & Advisory Services, LLC History No change 10,023 3,708 3.89% 3.89% 1500 0 0.0% Q2 2026 Jul 13, 2026
Sovran Advisors, LLC History No change 10,113 3,701 0.28% 0.28% 1501 0 0.0% Q2 2026 Jul 29, 2026
NOVEM GROUP History No change 9,997 3,699 0.37% 0.37% 1502 0 0.0% Q2 2026 Jul 21, 2026
New Republic Capital, LLC History No change 9,996 3,699 0.85% 0.85% 1503 0 0.0% Q2 2026 Jul 31, 2026
DAGCO, INC. History No change 9,994 3,698 0.68% 0.68% 1504 0 0.0% Q2 2026 Jul 10, 2026
Baldwin Investment Management, LLC History No change 9,962 3,686 0.36% 0.36% 1505 0 0.0% Q2 2026 Jul 28, 2026
Integrity Wealth Solutions LLC History No change 9,963 3,686 1.36% 1.36% 1506 0 0.0% Q2 2026 Jul 30, 2026
SwitchPoint Financial Planning, LLC History No change 9,926 3,673 2.12% 2.12% 1507 0 0.0% Q2 2026 Aug 14, 2026
Financial Symmetry Inc History Added to 9,801 3,667 1.17% 1.2% 1508 +50 0.51% Q3 2026 Oct 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 9,879 3,655 0.45% 0.45% 1509 0 0.0% Q2 2026 Jul 09, 2026
Beaumont Financial Advisors, LLC History No change 9,845 3,643 0.23% 0.23% 1510 0 0.0% Q2 2026 Aug 04, 2026
UPTICK PARTNERS, LLC History No change 9,845 3,643 0.57% 0.57% 1511 0 0.0% Q2 2026 Aug 10, 2026
ANDERSON HOAGLAND & CO History No change 9,817 3,632 0.28% 0.28% 1512 0 0.0% Q2 2026 Jul 06, 2026
Hansen & Associates Financial Group, Inc. History No change 9,771 3,631 2.08% 2.08% 1513 0 0.0% Q2 2026 Jul 20, 2026
TopTier Wealth Management, LLC History No change 9,809 3,629 2.19% 2.19% 1514 0 0.0% Q2 2026 Jul 14, 2026
Visionary Wealth Advisors History No change 9,794 3,624 0.14% 0.14% 1515 0 0.0% Q2 2026 Aug 13, 2026
Aspire Growth Partners LLC History No change 9,776 3,617 2.1% 2.1% 1516 0 0.0% Q2 2026 Jul 29, 2026
Falcon Wealth Planning History No change 9,725 3,598 0.23% 0.23% 1517 0 0.0% Q2 2026 Jul 13, 2026
TFO Wealth Partners, LLC History No change 9,709 3,592 0.39% 0.39% 1518 0 0.0% Q2 2026 Aug 10, 2026
Clarus Wealth Advisors History No change 9,747 3,589 1.38% 1.38% 1519 0 0.0% Q2 2026 Jul 09, 2026
Stone Summit Wealth LLC History No change 9,668 3,577 0.91% 0.91% 1520 0 0.0% Q2 2026 Jul 23, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 9,606 3,554 0.59% 0.59% 1521 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Group, LLC /NE/ History No change 9,599 3,552 2.19% 2.19% 1522 0 0.0% Q2 2026 Aug 11, 2026
Eldridge Investment Advisors, Inc. History No change 9,580 3,545 0.7% 0.7% 1523 0 0.0% Q2 2026 Aug 10, 2026
Independence Financial Advisors, LLC History Added to 9,459 3,539 0.89% 0.91% 1524 +24 0.25% Q3 2026 Oct 08, 2026
Accurate Wealth Management, LLC History No change 9,474 3,529 0.34% 0.34% 1525 0 0.0% Q2 2026 Jul 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 9,521 3,523 0.37% 0.37% 1526 0 0.0% Q2 2026 Jul 28, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 9,509 3,518 0.46% 0.46% 1527 0 0.0% Q2 2026 Aug 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 9,507 3,517 0.4% 0.4% 1528 0 0.0% Q2 2026 Jul 13, 2026
Tandem Wealth Advisors LLC History No change 9,495 3,513 1.4% 1.4% 1529 0 0.0% Q2 2026 Aug 13, 2026
Strategic Financial Partners, Ltd. History No change 9,492 3,512 1.32% 1.32% 1530 0 0.0% Q2 2026 Aug 03, 2026
Sellwood Investment Partners LLC History No change 9,485 3,509 1.24% 1.24% 1531 0 0.0% Q2 2026 Jul 27, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 9,445 3,494 1.01% 1.01% 1532 0 0.0% Q2 2026 Jul 14, 2026
Pinion Investment Advisors, LLC History No change 9,413 3,483 0.66% 0.66% 1533 0 0.0% Q2 2026 Aug 06, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 9,405 3,480 0.26% 0.26% 1534 0 0.0% Q2 2026 Jul 16, 2026
S&T BANK/PA History No change 9,397 3,477 1.04% 1.04% 1535 0 0.0% Q2 2026 Aug 12, 2026
TriaGen Wealth Management LLC History No change 9,362 3,464 0.87% 0.87% 1536 0 0.0% Q2 2026 Jul 21, 2026
Robinhood Asset Management, LLC History No change 9,360 3,463 0.19% 0.19% 1537 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,314 3,447 0.05% 0.05% 1538 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 9,311 3,445 0.28% 0.28% 1539 0 0.0% Q2 2026 Jul 31, 2026
Diversified Enterprises, LLC History No change 9,301 3,441 0.17% 0.17% 1540 0 0.0% Q2 2026 Jul 31, 2026
Caitlin John, LLC History No change 9,292 3,438 1.88% 1.88% 1541 0 0.0% Q2 2026 Aug 17, 2026
Marotta Asset Management History Reduced 9,184 3,437 0.58% 0.57% 1544 -98 -1.06% Q3 2026 Oct 02, 2026
SAGE FINANCIAL GROUP INC History No change 9,291 3,437 0.19% 0.19% 1542 0 0.0% Q2 2026 Jul 21, 2026
Dash Acquisitions Inc. History No change 9,002 3,437 0.7% 0.7% 1543 0 0.0% Q2 2026 Aug 13, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 9,287 3,436 0.2% 0.2% 1545 0 0.0% Q2 2026 Aug 03, 2026
Madison Wealth Partners, Inc History No change 9,253 3,424 0.44% 0.44% 1546 0 0.0% Q2 2026 Aug 12, 2026
Crusonia Wealth Advisors LLC History No change 9,249 3,422 0.56% 0.56% 1547 0 0.0% Q2 2026 Jul 30, 2026
Bare Financial Services, Inc History No change 9,241 3,419 0.78% 0.78% 1548 0 0.0% Q2 2026 Jul 27, 2026
OMNI 360 Wealth, Inc. History No change 9,215 3,409 1.58% 1.58% 1549 0 0.0% Q2 2026 Jul 13, 2026
BancFirst Trust & Investment Management History No change 9,249 3,395 1.43% 1.43% 1550 0 0.0% Q2 2026 Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 9,160 3,389 0.69% 0.69% 1551 0 0.0% Q2 2026 Jul 15, 2026
SkyOak Wealth, LLC History No change 9,144 3,383 0.55% 0.55% 1552 0 0.0% Q2 2026 Jul 30, 2026
Sound Stewardship, LLC History No change 9,125 3,376 1.39% 1.39% 1553 0 0.0% Q2 2026 Jul 13, 2026
BANK OF STOCKTON History No change 9,112 3,371 0.95% 0.95% 1554 0 0.0% Q2 2026 Jul 29, 2026
Paladin Advisory Group, LLC History No change 9,089 3,363 2.23% 2.23% 1555 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 9,075 3,358 0.08% 0.08% 1556 0 0.0% Q2 2026 Jul 20, 2026
Ledyard National Bank History No change 9,064 3,354 0.27% 0.27% 1557 0 0.0% Q2 2026 Jul 16, 2026
Jackson, Grant Investment Advisers, Inc. History No change 9,052 3,349 1.04% 1.04% 1558 0 0.0% Q2 2026 Jul 31, 2026
FIRST NATIONAL TRUST CO History No change 9,039 3,344 0.11% 0.11% 1559 0 0.0% Q2 2026 Jul 30, 2026
Financial Insights, Inc. History No change 9,035 3,343 0.88% 0.88% 1560 0 0.0% Q2 2026 Aug 25, 2026
Henson-Edgewater Management, LLC History No change 8,754 3,342 1.74% 1.74% 1561 0 0.0% Q2 2026 Aug 18, 2026
NorthCoast Asset Management LLC History No change 9,024 3,339 0.07% 0.07% 1562 0 0.0% Q2 2026 Aug 12, 2026
Jordan Park Group LLC History No change 9,025 3,339 0.17% 0.17% 1563 0 0.0% Q2 2026 Aug 11, 2026
Innovative Wealth Building LLC History No change 9,014 3,335 1.94% 1.94% 1564 0 0.0% Q2 2026 Jul 23, 2026
Members Trust Co History No change 9,010 3,334 0.1% 0.1% 1565 0 0.0% Q2 2026 Jul 31, 2026
WPWealth LLP History No change 8,997 3,329 0.49% 0.49% 1566 0 0.0% Q2 2026 Aug 10, 2026
Councilor Wealth, LLC History No change 8,958 3,314 1.34% 1.34% 1567 0 0.0% Q2 2026 Jul 21, 2026
ATLas Financial Planning LLC History No change 8,949 3,311 2.68% 2.68% 1568 0 0.0% Q2 2026 Jul 22, 2026
Clayton Financial Group LLC History No change 8,937 3,307 1.83% 1.83% 1569 0 0.0% Q2 2026 Jul 20, 2026
Fee-Only Financial Planning, L.C. History No change 8,920 3,300 1.77% 1.77% 1570 0 0.0% Q2 2026 Jul 29, 2026
Strategic Financial Services, Inc. History No change 8,911 3,297 0.14% 0.14% 1571 0 0.0% Q2 2026 Aug 24, 2026
Adirondack Capital Advisors, LLC History No change 8,902 3,294 1.77% 1.77% 1572 0 0.0% Q2 2026 Jul 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 8,897 3,292 0.07% 0.07% 1573 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 8,888 3,288 0.13% 0.13% 1574 0 0.0% Q2 2026 Aug 04, 2026
Synergy Investment Management, LLC History No change 8,876 3,284 0.79% 0.79% 1575 0 0.0% Q2 2026 Aug 14, 2026
Sulzberger Capital Advisors, Inc. History No change 8,865 3,280 3.2% 3.2% 1576 0 0.0% Q2 2026 Jul 17, 2026
Tempus Wealth Planning, LLC History No change 8,853 3,275 0.64% 0.64% 1577 0 0.0% Q2 2026 Jul 22, 2026
Tradition Wealth Management, LLC History No change 8,842 3,271 0.2% 0.2% 1578 0 0.0% Q2 2026 Aug 11, 2026
Solstein Capital, LLC History No change 8,835 3,269 1.12% 1.12% 1579 0 0.0% Q2 2026 Aug 12, 2026
McGlone Suttner Wealth Management, Inc. History No change 8,823 3,264 0.38% 0.38% 1580 0 0.0% Q2 2026 Jul 21, 2026
FMB WEALTH MANAGEMENT History No change 8,806 3,258 1.2% 1.2% 1581 0 0.0% Q2 2026 Jul 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 8,798 3,255 0.04% 0.04% 1582 0 0.0% Q2 2026 Aug 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 8,796 3,254 0.19% 0.19% 1583 0 0.0% Q2 2026 Aug 13, 2026
R.H. Investment Group, LLC History No change 8,791 3,253 2.45% 2.45% 1584 0 0.0% Q2 2026 Aug 06, 2026
Greenfield Savings Bank History Added to 8,692 3,252 1.23% 1.2% 1585 +129 1.51% Q3 2026 Oct 07, 2026
J. L. Bainbridge & Co., Inc. History No change 8,787 3,251 0.26% 0.26% 1586 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 8,782 3,249 1.01% 1.01% 1587 0 0.0% Q2 2026 Jul 30, 2026
Centurion Wealth Management LLC History No change 8,773 3,246 0.78% 0.78% 1588 0 0.0% Q2 2026 Jul 09, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 8,771 3,245 1.6% 1.6% 1589 0 0.0% Q2 2026 Jul 21, 2026
Cedar Mountain Advisors, LLC History No change 8,768 3,244 0.56% 0.56% 1590 0 0.0% Q2 2026 Jul 02, 2026
MATAURO, LLC History No change 8,756 3,240 0.43% 0.43% 1591 0 0.0% Q2 2026 Jul 21, 2026
Fairman Group, LLC History No change 8,753 3,238 2.54% 2.54% 1592 0 0.0% Q2 2026 Aug 04, 2026
ICONIQ Capital, LLC History No change 8,741 3,234 0.09% 0.09% 1593 0 0.0% Q2 2026 Aug 13, 2026
Trinity Wealth Management, LLC History No change 8,742 3,234 1.03% 1.03% 1594 0 0.0% Q2 2026 Jul 07, 2026
EagleClaw Capital Managment, LLC History No change 8,732 3,231 0.43% 0.43% 1595 0 0.0% Q2 2026 Aug 10, 2026
HTG Investment Advisors, Inc. History No change 8,710 3,222 0.83% 0.83% 1596 0 0.0% Q2 2026 Aug 06, 2026
Trifecta Capital Advisors, LLC History No change 8,701 3,219 0.41% 0.41% 1597 0 0.0% Q2 2026 Aug 03, 2026
W1M Asset Management Ltd History No change 8,695 3,216 0.03% 0.03% 1598 0 0.0% Q2 2026 Aug 12, 2026
Sepio Capital, LP History No change 8,681 3,212 0.16% 0.16% 1599 0 0.0% Q2 2026 Jul 28, 2026
KFA Private Wealth Group, LLC History Added to 8,571 3,207 0.75% 0.74% 1600 +216 2.59% Q3 2026 Oct 07, 2026
MassMutual Private Wealth & Trust, FSB History Added to 8,550 3,199 0.08% 0.07% 1601 +846 10.98% Q3 2026 Oct 05, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 8,646 3,199 1.09% 1.09% 1602 0 0.0% Q2 2026 Jul 21, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 8,603 3,183 0.39% 0.39% 1603 0 0.0% Q2 2026 Jul 20, 2026
RESOLUTE CAPITAL, LLC History No change 8,596 3,180 1.1% 1.1% 1604 0 0.0% Q2 2026 Jul 29, 2026
Simmons Bank History No change 8,577 3,173 0.18% 0.18% 1605 0 0.0% Q2 2026 Jul 31, 2026
Ally Invest Advisors Inc. History No change 8,576 3,173 0.19% 0.19% 1606 0 0.0% Q2 2026 Aug 13, 2026
ASHTON THOMAS SECURITIES, LLC History No change 8,559 3,168 0.47% 0.47% 1607 0 0.0% Q2 2026 Jul 27, 2026
Brio Consultants, LLC History No change 8,544 3,161 0.37% 0.37% 1608 0 0.0% Q2 2026 Aug 12, 2026
Tradewinds, LLC. History No change 500 3,147 0.71% 0.71% 1609 0 0.0% Q2 2026 Aug 14, 2026
Meredith Wealth Planning History No change 8,503 3,146 0.74% 0.74% 1610 0 0.0% Q2 2026 Jul 24, 2026
Bath Savings Trust Co History Added to 8,403 3,144 0.33% 0.32% 1611 +147 1.78% Q3 2026 Oct 07, 2026
Daviman Financial, LLC History No change 8,492 3,142 1.73% 1.73% 1612 0 0.0% Q2 2026 Jul 24, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 8,484 3,139 0.59% 0.59% 1613 0 0.0% Q2 2026 Aug 06, 2026
Fortis Group Advisors, LLC History No change 8,481 3,138 0.5% 0.5% 1614 0 0.0% Q2 2026 Jul 24, 2026
CAHILL FINANCIAL ADVISORS INC History No change 8,437 3,122 0.3% 0.3% 1615 0 0.0% Q2 2026 Aug 11, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 8,431 3,119 1.44% 1.44% 1616 0 0.0% Q2 2026 Jul 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 8,428 3,118 0.71% 0.71% 1617 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 8,422 3,116 0.33% 0.33% 1618 0 0.0% Q2 2026 Jul 30, 2026
Foster Victor Wealth Advisors, LLC History No change 8,388 3,113 0.16% 0.16% 1619 0 0.0% Q2 2026 Jul 22, 2026
MYECFO, LLC History No change 8,410 3,112 1.17% 1.17% 1620 0 0.0% Q2 2026 Aug 10, 2026
MONTAG A & ASSOCIATES INC History No change 8,391 3,105 0.13% 0.13% 1621 0 0.0% Q2 2026 Aug 05, 2026
Empire Financial Management Company, LLC History No change 8,381 3,101 1.23% 1.23% 1622 0 0.0% Q2 2026 Aug 14, 2026
Manchester Capital Management LLC History No change 8,363 3,094 0.4% 0.4% 1623 0 0.0% Q2 2026 Aug 13, 2026
Ballast Rock Private Wealth LLC History No change 8,357 3,092 1.43% 1.43% 1624 0 0.0% Q2 2026 Aug 10, 2026
MSH Capital Advisors LLC History No change 8,318 3,078 0.54% 0.54% 1625 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 8,305 3,073 0.4% 0.4% 1626 0 0.0% Q2 2026 Aug 11, 2026
Arbor Investment Advisors, LLC History No change 8,299 3,071 0.35% 0.35% 1627 0 0.0% Q2 2026 Jul 24, 2026
Hegarty Advisors, LLC History No change 8,285 3,065 2.11% 2.11% 1628 0 0.0% Q2 2026 Jul 27, 2026
Sprinkle Financial Consultants LLC History No change 8,276 3,062 1.2% 1.2% 1629 0 0.0% Q2 2026 Jul 08, 2026
BALANCED WEALTH GROUP LLC History No change 8,261 3,056 0.97% 0.97% 1630 0 0.0% Q2 2026 Aug 10, 2026
ADIRONDACK TRUST CO History No change 8,251 3,053 0.91% 0.91% 1631 0 0.0% Q2 2026 Jul 16, 2026
Winch Advisory Services, LLC History No change 8,242 3,050 0.63% 0.63% 1632 0 0.0% Q2 2026 Aug 06, 2026
TFB Advisors LLC History No change 8,232 3,046 1.34% 1.34% 1633 0 0.0% Q2 2026 Aug 06, 2026
Destination Wealth Management History No change 8,216 3,040 0.07% 0.07% 1634 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History No change 8,206 3,036 0.61% 0.61% 1635 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 8,187 3,029 0.3% 0.3% 1636 0 0.0% Q2 2026 Jul 07, 2026
Optimus Capital Advisors, LLC History No change 8,188 3,029 1.63% 1.63% 1637 0 0.0% Q2 2026 Jul 16, 2026
Yukon Wealth Management, Inc. History No change 8,179 3,026 0.87% 0.87% 1638 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 8,171 3,023 0.21% 0.21% 1639 0 0.0% Q2 2026 Sep 04, 2026
NCM Capital Management, LLC History No change 8,159 3,019 0.93% 0.93% 1640 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY COUNSELLING INC History No change 8,149 3,015 7.43% 7.43% 1641 0 0.0% Q2 2026 Aug 03, 2026
American Institute for Advanced Investment Management, LLP History No change 8,144 3,013 1.74% 1.74% 1642 0 0.0% Q2 2026 Jul 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 8,140 3,012 0.18% 0.18% 1643 0 0.0% Q2 2026 Jul 13, 2026
Wealth Management Strategies, Inc. History No change 8,135 3,010 1.18% 1.18% 1644 0 0.0% Q2 2026 Aug 17, 2026
CCG WEALTH MANAGEMENT, LLC History No change 8,129 3,007 0.7% 0.7% 1645 0 0.0% Q2 2026 Aug 07, 2026
United Advisor Group, LLC History No change 8,122 3,005 0.32% 0.32% 1646 0 0.0% Q2 2026 Jul 29, 2026
71 West Capital Partners History No change 8,122 3,005 0.1% 0.1% 1647 0 0.0% Q2 2026 Aug 04, 2026
Wealth Group Ltd History Added to 7,941 3,001 0.56% 0.56% 1648 +41 0.52% Q3 2026 Oct 07, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 8,106 2,999 2.4% 2.4% 1649 0 0.0% Q2 2026 Aug 06, 2026
Diesslin Group, Inc. History No change 8,102 2,998 1.16% 1.16% 1650 0 0.0% Q2 2026 Jul 02, 2026
Arcadia Wealth Management, Inc. History No change 8,096 2,995 1.43% 1.43% 1651 0 0.0% Q2 2026 Aug 11, 2026
Sensible Money, LLC History No change 8,088 2,992 0.79% 0.79% 1652 0 0.0% Q2 2026 Jul 30, 2026
Alpha Omega Wealth Management LLC History No change 8,083 2,990 0.46% 0.46% 1653 0 0.0% Q2 2026 Jul 20, 2026
Yoffe Investment Management, LLC History No change 8,078 2,989 3.42% 3.42% 1654 0 0.0% Q2 2026 Jul 09, 2026
Family Manage LLC History No change 8,066 2,984 0.31% 0.31% 1655 0 0.0% Q2 2026 Aug 14, 2026
Tacita Capital Inc History No change 8,062 2,983 1.62% 1.62% 1656 0 0.0% Q2 2026 Aug 10, 2026
Prairiewood Capital, LLC History No change 8,005 2,962 0.77% 0.77% 1657 0 0.0% Q2 2026 Jul 28, 2026
Performa Ltd (US), LLC History No change 8,000 2,960 0.48% 0.48% 1658 0 0.0% Q2 2026 Aug 03, 2026
Orgel Wealth Management, LLC History No change 7,987 2,955 0.06% 0.06% 1659 0 0.0% Q2 2026 Jul 13, 2026
Custos Family Office, LLC History No change 7,982 2,953 1.77% 1.77% 1660 0 0.0% Q2 2026 Aug 19, 2026
Intellectus Partners, LLC History No change 7,975 2,950 0.51% 0.51% 1661 0 0.0% Q2 2026 Aug 12, 2026
Valtinson Bruner Financial Planning LLC History No change 7,957 2,944 0.74% 0.74% 1662 0 0.0% Q2 2026 Aug 03, 2026
GatePass Capital, LLC History No change 7,937 2,937 1.11% 1.11% 1663 0 0.0% Q2 2026 Jul 30, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 7,935 2,936 0.03% 0.03% 1664 0 0.0% Q2 2026 Jul 20, 2026
Center for Financial Planning, Inc. History No change 7,931 2,934 0.27% 0.27% 1665 0 0.0% Q2 2026 Jul 21, 2026
Tillman Hartley LLC History No change 26,720 2,931 0.66% 0.66% 1666 0 0.0% Q2 2026 Aug 06, 2026
FIRST AMERICAN TRUST, FSB History No change 7,916 2,929 0.18% 0.18% 1667 0 0.0% Q2 2026 Aug 10, 2026
Inspire Advisors, LLC History No change 7,918 2,929 0.2% 0.2% 1668 0 0.0% Q2 2026 Aug 13, 2026
Seed Wealth Management, Inc. History No change 7,915 2,928 1.85% 1.85% 1669 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Money Management Services LLC History No change 7,911 2,927 1.84% 1.84% 1670 0 0.0% Q2 2026 Aug 14, 2026
Avalon Trust Co History No change 7,872 2,912 0.18% 0.18% 1671 0 0.0% Q2 2026 Aug 06, 2026
Coppell Advisory Solutions LLC History No change 4,590 2,904 0.24% 0.24% 1672 0 0.0% Q2 2026 Aug 14, 2026
Coquina Private Wealth LLC History No change 7,835 2,899 1.97% 1.97% 1673 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,821 2,894 0.02% 0.02% 1674 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 7,800 2,886 0.0% 0.0% 1675 0 0.0% Q2 2026 Aug 03, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 7,796 2,884 0.63% 0.63% 1676 0 0.0% Q2 2026 Aug 11, 2026
Stirlingshire Investments, Inc. History No change 7,779 2,878 2.13% 2.13% 1677 0 0.0% Q2 2026 Jul 31, 2026
CMG Global Holdings, LLC History No change 7,742 2,864 1.21% 1.21% 1678 0 0.0% Q2 2026 Jul 28, 2026
DELTA FINANCIAL ADVISORS LLC History No change 7,730 2,860 0.68% 0.68% 1679 0 0.0% Q2 2026 Aug 05, 2026
Plum Street Advisors, LLC History No change 7,714 2,854 0.91% 0.91% 1680 0 0.0% Q2 2026 Aug 13, 2026
LifeGoal Investments, LLC History No change 7,698 2,848 1.3% 1.3% 1681 0 0.0% Q2 2026 Jul 08, 2026
WATERSHED PRIVATE WEALTH LLC History No change 7,691 2,845 0.8% 0.8% 1682 0 0.0% Q2 2026 Jul 17, 2026
L. Roy Papp & Associates, LLP History No change 7,669 2,837 0.3% 0.3% 1683 0 0.0% Q2 2026 Jul 23, 2026
Colter Lewis Investment Partners LLC History No change 7,666 2,836 1.26% 1.26% 1684 0 0.0% Q2 2026 Aug 14, 2026
Orca Investment Management, LLC History No change 7,658 2,833 2.06% 2.06% 1685 0 0.0% Q2 2026 Aug 06, 2026
Ketron Financial History No change 7,642 2,827 0.88% 0.88% 1686 0 0.0% Q2 2026 Aug 05, 2026
Schneider Downs Wealth Management Advisors, LP History No change 7,634 2,824 0.27% 0.27% 1687 0 0.0% Q2 2026 Aug 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 7,580 2,804 0.28% 0.28% 1688 0 0.0% Q2 2026 Jul 13, 2026
Holland Advisory Services, Inc. History No change 7,567 2,800 3.09% 3.09% 1689 0 0.0% Q2 2026 Jul 13, 2026
DEUTSCHE BANK AG\ History No change 7,562 2,798 0.0% 0.0% 1690 0 0.0% Q2 2026 Aug 07, 2026
Verdence Capital Advisors LLC History No change 7,559 2,797 0.15% 0.15% 1691 0 0.0% Q2 2026 Jul 29, 2026
Keewaydin Investments LLC History No change 7,548 2,793 0.81% 0.81% 1692 0 0.0% Q2 2026 Aug 14, 2026
Keeler Thomas Management LLC History No change 7,534 2,788 0.99% 0.99% 1693 0 0.0% Q2 2026 Jul 29, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 7,444 2,785 0.65% 0.67% 1694 0 0.0% Q3 2026 Oct 06, 2026
FEDERATED HERMES, INC. History No change 7,525 2,784 0.0% 0.0% 1695 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 7,525 2,784 0.65% 0.65% 1696 0 0.0% Q2 2026 Jul 13, 2026
MEMBERS WEALTH LLC History No change 7,507 2,777 1.52% 1.52% 1697 0 0.0% Q2 2026 Jul 09, 2026
Innova Wealth Partners History No change 7,500 2,775 1.14% 1.14% 1698 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY ADVISORS, INC. History No change 7,489 2,771 1.86% 1.86% 1699 0 0.0% Q2 2026 Jul 24, 2026
Pasadena Private Wealth, LLC History No change 7,472 2,764 0.35% 0.35% 1700 0 0.0% Q2 2026 Aug 10, 2026
Five Oceans Advisors History No change 7,444 2,754 0.89% 0.89% 1701 0 0.0% Q2 2026 Jul 15, 2026
Legacy Edge Advisors, LLC History No change 7,443 2,754 0.25% 0.25% 1702 0 0.0% Q2 2026 Aug 11, 2026
Cromwell Holdings LLC History No change 7,410 2,749 1.23% 1.23% 1703 0 0.0% Q2 2026 Jul 13, 2026
Kropog Financial Group, LLC History No change 7,430 2,749 1.94% 1.94% 1704 0 0.0% Q2 2026 Aug 06, 2026
HCR Wealth Advisors History No change 7,410 2,742 0.25% 0.25% 1705 0 0.0% Q2 2026 Jul 13, 2026
Nabity-Jensen Investment Management Inc History No change 7,387 2,733 1.68% 1.68% 1706 0 0.0% Q2 2026 Jul 27, 2026
LPWM LLC History No change 7,385 2,732 0.61% 0.61% 1707 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL ADVISORS INC/OK History No change 7,365 2,725 0.04% 0.04% 1708 0 0.0% Q2 2026 Jul 22, 2026
McHugh Group, LLC History No change 7,358 2,722 1.39% 1.39% 1709 0 0.0% Q2 2026 Jul 16, 2026
Oxbow Advisors, LLC History No change 7,353 2,720 0.22% 0.22% 1710 0 0.0% Q2 2026 Aug 07, 2026
CENTAURUS FINANCIAL, INC. History No change 7,349 2,719 0.11% 0.11% 1711 0 0.0% Q2 2026 Aug 17, 2026
TOMPKINS FINANCIAL CORP History No change 7,267 2,719 0.19% 0.19% 1712 0 0.0% Q3 2026 Oct 05, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 7,325 2,710 2.03% 2.03% 1713 0 0.0% Q2 2026 Jul 30, 2026
Milestone Asset Management Group, LLC History No change 7,322 2,709 1.36% 1.36% 1714 0 0.0% Q2 2026 Jul 30, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 7,317 2,707 0.18% 0.18% 1715 0 0.0% Q2 2026 Aug 05, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 7,295 2,699 0.94% 0.94% 1716 0 0.0% Q2 2026 Jul 22, 2026
Good Harbor Advisors, Inc. History No change 7,283 2,695 2.64% 2.64% 1717 0 0.0% Q2 2026 Jul 17, 2026
True Wealth Design, LLC History No change 7,268 2,689 0.64% 0.64% 1718 0 0.0% Q2 2026 Jul 16, 2026
Gemmer Asset Management LLC History No change 7,262 2,687 0.18% 0.18% 1719 0 0.0% Q2 2026 Jul 15, 2026
S.E.E.D. Planning Group LLC History Added to 7,170 2,683 0.66% 0.7% 1720 +2 0.03% Q3 2026 Oct 07, 2026
Johnson Bixby & Associates, LLC History No change 7,223 2,672 0.3% 0.3% 1721 0 0.0% Q2 2026 Jul 16, 2026
Xena Financial Planning, LLC History No change 7,197 2,663 2.55% 2.55% 1722 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Management, LLC History No change 7,187 2,659 0.91% 0.91% 1723 0 0.0% Q2 2026 Jul 07, 2026
Sun Group Wealth Partners History No change 7,167 2,652 1.81% 1.81% 1724 0 0.0% Q2 2026 Jul 23, 2026
Stone Wealth Partners History No change 7,121 2,642 1.93% 1.93% 1725 0 0.0% Q2 2026 Jul 16, 2026
Pacifica Partners Inc. History No change 7,163 2,640 0.8% 0.8% 1726 0 0.0% Q2 2026 Jul 13, 2026
SFM, LLC History No change 7,120 2,634 1.35% 1.35% 1727 0 0.0% Q2 2026 Jul 07, 2026
RDA Financial Network History No change 7,090 2,623 0.57% 0.57% 1728 0 0.0% Q2 2026 Jul 06, 2026
United Financial Planning Group LLC History No change 7,078 2,618 1.33% 1.33% 1729 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 7,058 2,611 0.06% 0.06% 1730 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,037 2,604 0.01% 0.01% 1731 0 0.0% Q2 2026 Aug 13, 2026
Hobbs Group Advisors, LLC History No change 7,035 2,603 0.68% 0.68% 1732 0 0.0% Q2 2026 Aug 13, 2026
FLC Capital Advisors History No change 7,031 2,601 0.42% 0.42% 1733 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Asset Management, L.L.C. History No change 7,029 2,601 1.01% 1.01% 1734 0 0.0% Q2 2026 Jul 22, 2026
HFG Advisors, Inc. History No change 7,026 2,599 1.62% 1.62% 1735 0 0.0% Q2 2026 Aug 07, 2026
Chemistry Wealth Management LLC History No change 7,023 2,598 0.42% 0.42% 1736 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Capital Advisors LLC History No change 6,983 2,583 1.63% 1.63% 1737 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 6,976 2,581 1.65% 1.65% 1738 0 0.0% Q2 2026 Aug 13, 2026
LMG Wealth Partners, LLC History No change 6,970 2,579 0.41% 0.41% 1739 0 0.0% Q2 2026 Aug 12, 2026
Peregrine Asset Advisers, Inc. History No change 6,966 2,577 0.56% 0.56% 1740 0 0.0% Q2 2026 Aug 10, 2026
Fourth Dimension Wealth, LLC History No change 6,965 2,577 0.81% 0.81% 1741 0 0.0% Q2 2026 Jul 31, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 6,946 2,570 0.1% 0.1% 1742 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 6,910 2,557 0.14% 0.14% 1743 0 0.0% Q2 2026 Aug 06, 2026
FinDec Wealth Services, Inc. History No change 6,905 2,555 3.02% 3.02% 1744 0 0.0% Q2 2026 Aug 06, 2026
Accent Capital Management, LLC History No change 6,902 2,554 1.1% 1.1% 1745 0 0.0% Q2 2026 Aug 12, 2026
Manhattan West Asset Management, LLC History No change 6,899 2,553 0.43% 0.43% 1746 0 0.0% Q2 2026 Aug 11, 2026
BTG Pactual Asset Management US LLC History No change 6,894 2,551 0.16% 0.16% 1747 0 0.0% Q2 2026 Aug 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 6,672 2,549 0.83% 0.83% 1748 0 0.0% Q2 2026 Aug 13, 2026
RTD Financial Advisors, Inc. History No change 6,884 2,547 0.28% 0.28% 1749 0 0.0% Q2 2026 Jul 13, 2026
Latitude Advisors, LLC History No change 6,848 2,533 1.01% 1.01% 1750 0 0.0% Q2 2026 Jul 27, 2026
EVERETT HARRIS & CO /CA/ History No change 6,837 2,529 0.03% 0.03% 1751 0 0.0% Q2 2026 Aug 03, 2026
Whelan Financial History No change 6,831 2,527 0.69% 0.69% 1752 0 0.0% Q2 2026 Jul 24, 2026
Ironwood Investment Counsel, LLC History No change 6,818 2,523 0.33% 0.33% 1753 0 0.0% Q2 2026 Aug 05, 2026
Hilltop Holdings Inc. History No change 6,815 2,521 0.2% 0.2% 1754 0 0.0% Q2 2026 Aug 13, 2026
Curtis Advisory Group, LLC History No change 6,809 2,519 0.49% 0.49% 1755 0 0.0% Q2 2026 Jul 29, 2026
Vawter Financial, Ltd. History No change 6,810 2,519 0.95% 0.95% 1756 0 0.0% Q2 2026 Jul 24, 2026
MAD RIVER INVESTORS History No change 6,800 2,516 0.94% 0.94% 1757 0 0.0% Q2 2026 Aug 03, 2026
Allianz Asset Management GmbH History No change 6,800 2,516 0.0% 0.0% 1758 0 0.0% Q2 2026 Sep 02, 2026
Rossby Financial, LCC History No change 6,788 2,511 0.46% 0.46% 1759 0 0.0% Q2 2026 Aug 04, 2026
Ethic Inc. History No change 6,781 2,509 0.03% 0.03% 1760 0 0.0% Q2 2026 Jul 29, 2026
Hubbell Strickland Wealth Management, LLC History No change 6,773 2,506 0.9% 0.9% 1761 0 0.0% Q2 2026 Jul 29, 2026
DAVIDSON TRUST CO History No change 6,767 2,504 0.98% 0.98% 1762 0 0.0% Q2 2026 Jul 29, 2026
Financial Plan, Inc. History No change 6,734 2,491 0.24% 0.24% 1763 0 0.0% Q2 2026 Aug 14, 2026
Grandview Asset Management LLC History No change 6,730 2,490 0.62% 0.62% 1764 0 0.0% Q2 2026 Jul 24, 2026
Bull Oak Capital, LLC History No change 6,721 2,487 0.83% 0.83% 1765 0 0.0% Q2 2026 Aug 10, 2026
Fort Sheridan Advisors LLC History No change 6,721 2,486 0.27% 0.27% 1766 0 0.0% Q2 2026 Aug 05, 2026
NWK Group, Inc. History No change 6,711 2,483 0.77% 0.77% 1767 0 0.0% Q2 2026 Aug 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 6,703 2,480 0.14% 0.14% 1768 0 0.0% Q2 2026 Aug 04, 2026
Veratis Advisors, Inc. History No change 6,700 2,479 1.75% 1.75% 1769 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History No change 6,699 2,478 0.09% 0.09% 1770 0 0.0% Q2 2026 Aug 14, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 6,673 2,469 0.74% 0.74% 1771 0 0.0% Q2 2026 Aug 04, 2026
DBK Financial Counsel, LLC History No change 6,671 2,468 2.07% 2.07% 1772 0 0.0% Q2 2026 Jul 21, 2026
Marble Wealth, LLC History No change 6,655 2,462 0.38% 0.38% 1773 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 6,627 2,452 0.27% 0.27% 1774 0 0.0% Q2 2026 Jul 23, 2026
American Investment Services, Inc. History No change 6,612 2,446 0.52% 0.52% 1775 0 0.0% Q2 2026 Aug 12, 2026
Pine Valley Investments Ltd Liability Co History No change 6,612 2,446 0.1% 0.1% 1776 0 0.0% Q2 2026 Jul 24, 2026
Cascade Wealth Advisors, Inc History No change 6,399 2,443 0.98% 0.98% 1777 0 0.0% Q2 2026 Aug 10, 2026
Secure Asset Management, LLC History No change 6,591 2,439 0.34% 0.34% 1778 0 0.0% Q2 2026 Jul 15, 2026
BOS Asset Management, LLC History No change 6,586 2,437 0.57% 0.57% 1779 0 0.0% Q2 2026 Jul 13, 2026
RS CRUM INC. History No change 6,582 2,435 0.46% 0.46% 1780 0 0.0% Q2 2026 Aug 10, 2026
BlueSky Wealth Advisors, LLC History No change 6,568 2,430 0.28% 0.28% 1781 0 0.0% Q2 2026 Jul 28, 2026
Aquire Wealth Advisors, LLC History No change 6,545 2,422 0.56% 0.56% 1782 0 0.0% Q2 2026 Aug 06, 2026
Essex Bank History No change 6,542 2,420 0.52% 0.52% 1783 0 0.0% Q2 2026 Jul 23, 2026
Praetorian Wealth Management, Inc. History No change 6,539 2,419 0.42% 0.42% 1784 0 0.0% Q2 2026 Jul 07, 2026
Perkins Coie Trust Co History No change 6,516 2,411 0.4% 0.4% 1785 0 0.0% Q2 2026 Jul 09, 2026
HBE Wealth Management, LLC History No change 6,518 2,411 1.73% 1.73% 1786 0 0.0% Q2 2026 Jul 13, 2026
Wiser Wealth Management, Inc History No change 6,501 2,405 0.46% 0.46% 1787 0 0.0% Q2 2026 Jul 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 6,497 2,404 0.32% 0.32% 1788 0 0.0% Q2 2026 Aug 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 6,492 2,402 0.89% 0.89% 1789 0 0.0% Q2 2026 Jul 21, 2026
Founders Financial Alliance, LLC History No change 6,492 2,402 0.32% 0.32% 1790 0 0.0% Q2 2026 Aug 04, 2026
Capital Planning LLC History No change 6,490 2,401 0.7% 0.7% 1791 0 0.0% Q2 2026 Jul 22, 2026
Allegheny Financial Group History No change 6,456 2,389 0.25% 0.25% 1792 0 0.0% Q2 2026 Jul 22, 2026
Bill Few Associates, Inc. History No change 6,453 2,387 0.51% 0.51% 1793 0 0.0% Q2 2026 Jul 07, 2026
Strategent Financial, LLC History No change 6,451 2,387 1.37% 1.37% 1794 0 0.0% Q2 2026 Aug 03, 2026
Park Edge Advisors, LLC History No change 6,427 2,378 0.5% 0.5% 1795 0 0.0% Q2 2026 Jul 10, 2026
Octavia Wealth Advisors, LLC History No change 6,425 2,377 0.21% 0.21% 1796 0 0.0% Q2 2026 Jul 14, 2026
Kinetic Wealth Investment Advisors LLC History No change 6,416 2,374 1.12% 1.12% 1797 0 0.0% Q2 2026 Sep 02, 2026
Interchange Capital Partners, LLC History No change 6,402 2,369 0.45% 0.45% 1798 0 0.0% Q2 2026 Jul 20, 2026
FCA CORP /TX History No change 6,381 2,361 0.58% 0.58% 1799 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 6,306 2,360 0.66% 0.7% 1800 -46 -0.72% Q3 2026 Oct 07, 2026
Intellus Advisors LLC History No change 6,364 2,355 0.29% 0.29% 1801 0 0.0% Q2 2026 Aug 12, 2026
GILL CAPITAL PARTNERS, LLC History No change 6,364 2,354 0.62% 0.62% 1802 0 0.0% Q2 2026 Aug 20, 2026
Kassira Wealth Management LLC History No change 6,361 2,353 1.89% 1.89% 1803 0 0.0% Q2 2026 Aug 07, 2026
ATX Financial Planning, LLC History No change 6,357 2,352 1.56% 1.56% 1804 0 0.0% Q2 2026 Aug 20, 2026
MEITAV INVESTMENT HOUSE LTD History No change 6,350 2,347 0.02% 0.02% 1805 0 0.0% Q2 2026 Jul 20, 2026
NVWM, LLC History No change 6,345 2,347 0.47% 0.47% 1806 0 0.0% Q2 2026 Jul 28, 2026
BANTAMAC CAPITAL, LLC History No change 6,338 2,345 1.2% 1.2% 1807 0 0.0% Q2 2026 Aug 10, 2026
Cornell Pochily Investment Advisors, Inc. History No change 6,313 2,336 0.63% 0.63% 1808 0 0.0% Q2 2026 Jul 15, 2026
GDS Wealth Management History No change 6,305 2,333 0.11% 0.11% 1809 0 0.0% Q2 2026 Aug 13, 2026
Clarendon Private LLC History No change 6,307 2,333 1.5% 1.5% 1810 0 0.0% Q2 2026 Jul 22, 2026
Westfuller Advisors, LLC History No change 6,290 2,327 0.85% 0.85% 1811 0 0.0% Q2 2026 Jul 29, 2026
Aspiring Ventures, LLC History No change 6,277 2,322 0.56% 0.56% 1812 0 0.0% Q2 2026 Aug 05, 2026
TOWER BRIDGE ADVISORS History No change 6,270 2,320 0.21% 0.21% 1813 0 0.0% Q2 2026 Aug 12, 2026
Shepherd Financial Partners LLC History No change 6,267 2,318 0.19% 0.19% 1814 0 0.0% Q2 2026 Aug 10, 2026
GOLDEN ROAD ADVISORS LLC History No change 6,264 2,317 1.12% 1.12% 1815 0 0.0% Q2 2026 Aug 07, 2026
Total Clarity Wealth Management, Inc. History No change 6,256 2,315 0.45% 0.45% 1816 0 0.0% Q2 2026 Jul 23, 2026
TIAA Wealth Investment Management LLC History No change 6,305 2,315 0.02% 0.02% 1817 0 0.0% Q2 2026 Aug 10, 2026
Vantus Wealth LLC History No change 6,255 2,314 1.24% 1.24% 1818 0 0.0% Q2 2026 Aug 07, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 6,246 2,311 0.15% 0.15% 1819 0 0.0% Q2 2026 Jul 21, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 6,245 2,310 0.13% 0.13% 1820 0 0.0% Q2 2026 Jul 29, 2026
COURIER CAPITAL LLC History No change 6,235 2,307 0.12% 0.12% 1821 0 0.0% Q2 2026 Jul 16, 2026
Pacific Point Advisors, LLC History No change 6,235 2,307 1.05% 1.05% 1822 0 0.0% Q2 2026 Jul 24, 2026
VESTOR CAPITAL, LLC History No change 3,355 2,304 0.14% 0.14% 1823 0 0.0% Q2 2026 Jul 28, 2026
Summit Asset Management, LLC History No change 6,228 2,304 0.3% 0.3% 1824 0 0.0% Q2 2026 Aug 06, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 6,209 2,297 0.39% 0.39% 1825 0 0.0% Q2 2026 Aug 10, 2026
Richard C. Young & CO., LTD. History No change 6,198 2,293 0.17% 0.17% 1826 0 0.0% Q2 2026 Jul 28, 2026
Sharkey, Howes & Javer History No change 6,193 2,291 0.28% 0.28% 1827 0 0.0% Q2 2026 Jul 09, 2026
Collaborative Wealth Managment Inc. History No change 6,181 2,287 0.96% 0.96% 1828 0 0.0% Q2 2026 Aug 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 6,157 2,278 0.03% 0.03% 1829 0 0.0% Q2 2026 Aug 07, 2026
TBH Global Asset Management, LLC History No change 6,154 2,277 0.42% 0.42% 1830 0 0.0% Q2 2026 Aug 05, 2026
Daner Wealth Management, LLC History No change 5,926 2,277 1.23% 1.23% 1831 0 0.0% Q2 2026 Aug 14, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 6,150 2,275 0.12% 0.12% 1832 0 0.0% Q2 2026 Jul 13, 2026
Cloud Capital Management, LLC History No change 6,161 2,273 0.83% 0.83% 1833 0 0.0% Q2 2026 Aug 13, 2026
Nikulski Financial, Inc. History No change 6,140 2,272 0.49% 0.49% 1834 0 0.0% Q2 2026 Jul 28, 2026
Providence Capital Advisors, LLC History No change 6,131 2,268 0.34% 0.34% 1835 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 6,119 2,264 0.26% 0.26% 1836 0 0.0% Q2 2026 Jul 27, 2026
Lee, Kelleher & Klein Wealth Management History Reduced 6,047 2,263 1.16% 1.27% 1838 -520 -7.92% Q3 2026 Oct 08, 2026
GENTRY PRIVATE WEALTH, LLC History No change 6,117 2,263 1.16% 1.16% 1837 0 0.0% Q2 2026 Aug 05, 2026
Texas Yale Capital Corp. History No change 6,107 2,259 0.05% 0.05% 1839 0 0.0% Q2 2026 Aug 12, 2026
KELLEHER FINANCIAL ADVISORS History No change 6,101 2,257 0.32% 0.32% 1840 0 0.0% Q2 2026 Aug 06, 2026
Sovereign Financial Group, Inc. History No change 6,102 2,257 0.34% 0.34% 1841 0 0.0% Q2 2026 Jul 24, 2026
Asset Advisory Group, Inc. History No change 6,099 2,257 0.99% 0.99% 1842 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 7,032 2,255 0.39% 0.39% 1843 0 0.0% Q2 2026 Aug 03, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,088 2,252 0.06% 0.06% 1844 0 0.0% Q2 2026 Jul 14, 2026
IFC & Insurance Marketing, Inc. History No change 6,083 2,251 1.98% 1.98% 1845 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6,067 2,245 0.19% 0.19% 1846 0 0.0% Q2 2026 Jul 16, 2026
Wealthquest Corp History No change 6,058 2,241 0.14% 0.14% 1847 0 0.0% Q2 2026 Jul 23, 2026
Bay Rivers Group History No change 6,009 2,223 0.76% 0.76% 1848 0 0.0% Q2 2026 Jul 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 6,004 2,221 0.11% 0.11% 1849 0 0.0% Q2 2026 Jul 28, 2026
Wingate Wealth Advisors, Inc. History No change 6,005 2,221 0.98% 0.98% 1850 0 0.0% Q2 2026 Jul 29, 2026
ESL Trust Services, LLC History No change 5,996 2,218 0.38% 0.38% 1851 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Group, LLC History No change 5,995 2,218 0.45% 0.45% 1852 0 0.0% Q2 2026 Aug 04, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,982 2,213 0.83% 0.83% 1853 0 0.0% Q2 2026 Aug 05, 2026
DecisionMap Wealth Management, LLC History No change 5,980 2,212 1.24% 1.24% 1854 0 0.0% Q2 2026 Jul 21, 2026
Covenant Asset Management, LLC History No change 5,971 2,209 0.37% 0.37% 1855 0 0.0% Q2 2026 Jul 20, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 5,968 2,208 0.71% 0.71% 1856 0 0.0% Q2 2026 Jul 24, 2026
Ipswich Investment Management Co., Inc. History No change 5,941 2,198 0.46% 0.46% 1857 0 0.0% Q2 2026 Jul 16, 2026
MBL Wealth, LLC History No change 5,930 2,194 0.15% 0.15% 1858 0 0.0% Q2 2026 Jul 15, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 5,924 2,192 0.13% 0.13% 1859 0 0.0% Q2 2026 Jul 13, 2026
Echo Wealth Management, LLC History No change 5,914 2,188 1.12% 1.12% 1860 0 0.0% Q2 2026 Jul 24, 2026
Petersen Hastings Wealth Advisors Inc. History No change 5,908 2,186 0.18% 0.18% 1861 0 0.0% Q2 2026 Jul 17, 2026
Proactive Wealth Strategies LLC History No change 5,903 2,184 0.35% 0.35% 1862 0 0.0% Q2 2026 Aug 10, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 5,730 2,175 0.26% 0.26% 1863 0 0.0% Q2 2026 Aug 12, 2026
Town Capital LLC History No change 5,873 2,173 1.38% 1.38% 1864 0 0.0% Q2 2026 Jul 27, 2026
WMG Financial Advisors, LLC History No change 5,866 2,170 0.82% 0.82% 1865 0 0.0% Q2 2026 Jul 23, 2026
MOR Wealth Management, LLC History No change 5,858 2,167 0.86% 0.86% 1866 0 0.0% Q2 2026 Aug 06, 2026
Investor's Fiduciary Advisor Network, LLC History No change 5,856 2,166 0.74% 0.74% 1867 0 0.0% Q2 2026 Aug 13, 2026
Turn8 Private Wealth Inc. History No change 5,854 2,166 1.45% 1.45% 1868 0 0.0% Q2 2026 Aug 03, 2026
CATALYST PRIVATE WEALTH, LLC History No change 5,847 2,163 1.04% 1.04% 1869 0 0.0% Q2 2026 Jul 21, 2026
PGIM Custom Harvest LLC History No change 5,842 2,161 0.03% 0.03% 1870 0 0.0% Q2 2026 Aug 13, 2026
Baron Financial Group, LLC History No change 5,806 2,148 1.02% 1.02% 1871 0 0.0% Q2 2026 Jul 09, 2026
RFP Financial Group LLC History No change 5,804 2,147 0.96% 0.96% 1872 0 0.0% Q2 2026 Aug 14, 2026
Napier Financial, LLC History No change 5,801 2,146 0.45% 0.45% 1873 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Management, Inc. History No change 5,800 2,146 0.66% 0.66% 1874 0 0.0% Q2 2026 Jul 15, 2026
MFA Wealth Services History No change 5,791 2,143 1.28% 1.28% 1875 0 0.0% Q2 2026 Jul 21, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 5,787 2,141 1.4% 1.4% 1876 0 0.0% Q2 2026 Aug 07, 2026
Concentrum Wealth Management History No change 5,781 2,139 0.51% 0.51% 1877 0 0.0% Q2 2026 Aug 06, 2026
Ethos Financial Group, LLC History No change 5,880 2,139 0.14% 0.14% 1878 0 0.0% Q2 2026 Aug 07, 2026
OFS Enterprise LLC History No change 5,775 2,136 0.55% 0.55% 1879 0 0.0% Q2 2026 Jul 08, 2026
PROSPERITY BANCSHARES INC History No change 5,757 2,130 1.39% 1.39% 1880 0 0.0% Q2 2026 Aug 14, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 5,741 2,124 0.48% 0.48% 1881 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Reduced 5,670 2,121 0.07% 0.08% 1882 -1 -0.02% Q3 2026 Oct 08, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 5,732 2,121 1.09% 1.09% 1883 0 0.0% Q2 2026 Jul 16, 2026
Winter & Associates, Inc. History No change 5,723 2,118 1.59% 1.59% 1884 0 0.0% Q2 2026 Jul 09, 2026
Forefront Wealth Partners, LLC History No change 5,719 2,116 0.66% 0.66% 1885 0 0.0% Q2 2026 Aug 20, 2026
GW&K Investment Management, LLC History No change 5,705 2,111 0.02% 0.02% 1886 0 0.0% Q2 2026 Aug 12, 2026
Pointe Capital Management LLC History No change 5,701 2,109 0.94% 0.94% 1887 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History No change 5,697 2,108 1.09% 1.09% 1888 0 0.0% Q2 2026 Aug 10, 2026
ETF Store, Inc. History No change 5,694 2,106 1.76% 1.76% 1889 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History No change 5,676 2,100 0.23% 0.23% 1890 0 0.0% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History No change 5,669 2,097 0.0% 0.0% 1891 0 0.0% Q2 2026 Aug 14, 2026
Austin Wealth Management, LLC History No change 5,701 2,092 0.44% 0.44% 1892 0 0.0% Q2 2026 Jul 22, 2026
Wealth Management Nebraska History No change 5,652 2,091 0.19% 0.19% 1893 0 0.0% Q2 2026 Jul 27, 2026
Essex LLC History No change 5,643 2,088 0.32% 0.32% 1894 0 0.0% Q2 2026 Jul 24, 2026
Panoramic Capital Partners, LLC History No change 5,640 2,087 0.99% 0.99% 1895 0 0.0% Q2 2026 Aug 07, 2026
Alliance Wealth Advisors, LLC History No change 5,632 2,084 0.68% 0.68% 1896 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Capital, Inc. History No change 5,620 2,079 0.19% 0.19% 1897 0 0.0% Q2 2026 Aug 03, 2026
Etesian Wealth Advisors, Inc. History No change 5,621 2,079 0.61% 0.61% 1898 0 0.0% Q2 2026 Jul 23, 2026
Sound Income Strategies, LLC History No change 5,617 2,078 0.09% 0.09% 1899 0 0.0% Q2 2026 Jul 20, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,615 2,077 0.12% 0.12% 1900 0 0.0% Q2 2026 Aug 12, 2026
CRUX WEALTH ADVISORS History No change 5,615 2,077 0.72% 0.72% 1901 0 0.0% Q2 2026 Jul 21, 2026
Armbruster Capital Management, Inc. History No change 5,584 2,066 0.31% 0.31% 1902 0 0.0% Q2 2026 Jul 16, 2026
SeaBridge Investment Advisors LLC History No change 5,582 2,065 0.3% 0.3% 1903 0 0.0% Q2 2026 Jul 17, 2026
JGP Wealth Management, LLC History No change 5,578 2,064 0.19% 0.19% 1904 0 0.0% Q2 2026 Jul 07, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 5,579 2,064 0.19% 0.19% 1905 0 0.0% Q2 2026 Jul 09, 2026
Montz Harcus Wealth Management LLC History No change 5,575 2,063 0.73% 0.73% 1906 0 0.0% Q2 2026 Jul 24, 2026
BDFS Capital LLC History No change 5,576 2,063 0.9% 0.9% 1907 0 0.0% Q2 2026 Jul 15, 2026
Sunbeam Capital Management, LLC History No change 5,570 2,061 0.94% 0.94% 1908 0 0.0% Q2 2026 Jul 14, 2026
Outlook Wealth Advisors, LLC History No change 5,569 2,060 0.45% 0.45% 1909 0 0.0% Q2 2026 Aug 03, 2026
BIRCHBROOK, INC. History No change 5,553 2,054 0.96% 0.96% 1910 0 0.0% Q2 2026 Jul 08, 2026
Fortis Capital Management LLC History No change 5,545 2,051 0.23% 0.23% 1911 0 0.0% Q2 2026 Aug 12, 2026
Intergy Private Wealth, LLC History No change 5,536 2,048 0.47% 0.47% 1912 0 0.0% Q2 2026 Jul 17, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 5,531 2,046 0.08% 0.08% 1913 0 0.0% Q2 2026 Jul 16, 2026
ZACKS INVESTMENT MANAGEMENT History No change 5,529 2,046 0.01% 0.01% 1914 0 0.0% Q2 2026 Aug 13, 2026
Fermata Advisors, LLC History No change 5,504 2,036 0.41% 0.41% 1915 0 0.0% Q2 2026 Jul 07, 2026
Meadow Creek Wealth Advisors LLC History No change 5,497 2,034 1.24% 1.24% 1916 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 5,495 2,033 0.25% 0.25% 1917 0 0.0% Q2 2026 Jul 29, 2026
Aspen Wealth Management LLC History No change 5,489 2,031 0.34% 0.34% 1918 0 0.0% Q2 2026 Jul 31, 2026
Kera Capital Partners, Inc. History No change 5,487 2,030 0.19% 0.19% 1919 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Advisors, LLC History No change 5,484 2,029 0.23% 0.23% 1920 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 5,478 2,027 0.04% 0.04% 1921 0 0.0% Q2 2026 Aug 14, 2026
MB Generational Wealth, LLC History No change 5,475 2,025 0.99% 0.99% 1922 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Partners, LLC History No change 5,462 2,021 0.14% 0.14% 1923 0 0.0% Q2 2026 Aug 03, 2026
ODonnell Financial Services, LLC History No change 5,462 2,021 0.59% 0.59% 1924 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 5,459 2,019 0.07% 0.07% 1925 0 0.0% Q2 2026 Aug 14, 2026
Impact Capital Partners LLC History No change 5,454 2,018 0.55% 0.55% 1926 0 0.0% Q2 2026 Jul 14, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 5,440 2,013 1.1% 1.1% 1927 0 0.0% Q2 2026 Jul 21, 2026
CHAPIN DAVIS, INC. History No change 5,431 2,009 0.35% 0.35% 1928 0 0.0% Q2 2026 Jul 07, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,410 2,002 0.36% 0.36% 1929 0 0.0% Q2 2026 Jul 23, 2026
PITTENGER & ANDERSON INC History No change 5,411 2,002 0.07% 0.07% 1930 0 0.0% Q2 2026 Jul 27, 2026
Ullmann Wealth Partners Group, LLC History No change 5,410 2,001 0.18% 0.18% 1931 0 0.0% Q2 2026 Aug 10, 2026
Worth Asset Management, LLC History Added to 5,342 1,999 0.58% 0.62% 1932 +81 1.54% Q3 2026 Oct 07, 2026
Security Financial Services, INC. History No change 5,394 1,995 0.28% 0.28% 1933 0 0.0% Q2 2026 Jul 15, 2026
CHATHAM CAPITAL GROUP, INC. History No change 5,375 1,988 0.25% 0.25% 1934 0 0.0% Q2 2026 Jul 10, 2026
Edgestream Partners, L.P. History No change 5,375 1,988 0.06% 0.06% 1935 0 0.0% Q2 2026 Aug 11, 2026
ALBION FINANCIAL GROUP /UT History No change 5,359 1,983 0.11% 0.11% 1936 0 0.0% Q2 2026 Jul 22, 2026
Powerhouse Assets LLC History No change 5,356 1,982 1.61% 1.61% 1937 0 0.0% Q2 2026 Jul 23, 2026
Goelzer Investment Management, Inc. History No change 5,355 1,981 0.09% 0.09% 1938 0 0.0% Q2 2026 Jul 14, 2026
Mullaney, Keating & Wright, Inc. History No change 5,348 1,979 0.96% 0.96% 1939 0 0.0% Q2 2026 Jul 14, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 5,338 1,975 0.26% 0.26% 1940 0 0.0% Q2 2026 Jul 24, 2026
Holos Integrated Wealth LLC History No change 5,341 1,974 0.92% 0.92% 1941 0 0.0% Q2 2026 Jul 15, 2026
PARTHENON LLC History No change 5,332 1,973 0.21% 0.21% 1942 0 0.0% Q2 2026 Jul 23, 2026
Farmers & Merchants Trust Co of Long Beach History No change 5,334 1,973 0.42% 0.42% 1943 0 0.0% Q2 2026 Aug 05, 2026
Richmond Investment Services, LLC History No change 5,333 1,973 0.62% 0.62% 1944 0 0.0% Q2 2026 Jul 27, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 5,325 1,970 0.82% 0.82% 1945 0 0.0% Q2 2026 Aug 11, 2026
Base Wealth Management LLC History No change 5,314 1,966 0.91% 0.91% 1946 0 0.0% Q2 2026 Jul 22, 2026
Elgethun Capital Management History No change 5,294 1,958 0.27% 0.27% 1947 0 0.0% Q2 2026 Jul 29, 2026
Magnus Financial Group LLC History No change 5,293 1,958 0.14% 0.14% 1948 0 0.0% Q2 2026 Jul 09, 2026
Financial Council, LLC History No change 5,284 1,955 0.63% 0.63% 1949 0 0.0% Q2 2026 Aug 04, 2026
Wealth Analytics Partners, LLC History No change 5,265 1,954 0.71% 0.71% 1950 0 0.0% Q2 2026 Jul 16, 2026
IFG Advisors, LLC History No change 5,278 1,953 0.27% 0.27% 1951 0 0.0% Q2 2026 Jul 22, 2026
One Charles Private Wealth Services, LLC History No change 5,265 1,948 0.45% 0.45% 1952 0 0.0% Q2 2026 Jul 15, 2026
SITTNER & NELSON, LLC History No change 5,266 1,948 0.61% 0.61% 1953 0 0.0% Q2 2026 Aug 07, 2026
Purkiss Capital Advisors LLC History No change 5,232 1,936 0.74% 0.74% 1954 0 0.0% Q2 2026 Jul 30, 2026
Paulson Wealth Management Inc. History No change 5,231 1,935 0.41% 0.41% 1955 0 0.0% Q2 2026 Aug 04, 2026
Brickley Wealth Management History No change 5,221 1,932 0.28% 0.28% 1956 0 0.0% Q2 2026 Jul 13, 2026
Pandowealth. LLC History No change 5,219 1,931 1.59% 1.59% 1957 0 0.0% Q2 2026 Aug 19, 2026
ENTREWEALTH, LLC History No change 5,087 1,928 0.71% 0.71% 1958 0 0.0% Q2 2026 Aug 13, 2026
Murphy & Mullick Capital Management Corp History No change 5,209 1,927 1.2% 1.2% 1959 0 0.0% Q2 2026 Aug 14, 2026
SP Asset Management LLC History No change 5,206 1,926 0.15% 0.15% 1960 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Capital Group History No change 5,204 1,925 0.23% 0.23% 1961 0 0.0% Q2 2026 Jul 08, 2026
V2 Financial group LLC History No change 5,197 1,923 0.72% 0.72% 1962 0 0.0% Q2 2026 Aug 10, 2026
OARSMAN CAPITAL, INC. History No change 5,194 1,922 0.2% 0.2% 1963 0 0.0% Q2 2026 Aug 07, 2026
Cypress Capital Group History No change 5,191 1,920 0.18% 0.18% 1964 0 0.0% Q2 2026 Aug 05, 2026
Performance Wealth Partners, LLC History No change 5,173 1,914 0.05% 0.05% 1965 0 0.0% Q2 2026 Aug 07, 2026
GERMAN AMERICAN BANCORP, INC. History No change 5,170 1,913 0.14% 0.14% 1966 0 0.0% Q2 2026 Aug 06, 2026
Penobscot Investment Management Company, Inc. History No change 5,161 1,909 0.13% 0.13% 1967 0 0.0% Q2 2026 Jul 24, 2026
Courage Miller Partners, LLC History No change 5,156 1,907 0.5% 0.5% 1968 0 0.0% Q2 2026 Jul 23, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 5,155 1,907 1.41% 1.41% 1969 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 5,193 1,905 0.27% 0.27% 1970 0 0.0% Q2 2026 Aug 06, 2026
HWG Holdings LP History No change 5,079 1,900 0.44% 0.42% 1971 0 0.0% Q3 2026 Oct 07, 2026
Seal Cove Capital, LLC History No change 5,138 1,900 1.46% 1.46% 1972 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 5,131 1,898 0.07% 0.07% 1973 0 0.0% Q2 2026 Jul 21, 2026
Harbor Group, Inc. History No change 5,131 1,898 0.22% 0.22% 1974 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 5,120 1,894 0.59% 0.59% 1975 0 0.0% Q2 2026 Jul 20, 2026
Objective Capital Management, LLC History No change 5,118 1,893 1.68% 1.68% 1976 0 0.0% Q2 2026 Jul 20, 2026
Ted Buchan & Co History No change 5,116 1,893 0.62% 0.62% 1977 0 0.0% Q2 2026 Jul 23, 2026
Morton Brown Family Wealth, LLC History No change 5,090 1,883 0.43% 0.43% 1978 0 0.0% Q2 2026 Jul 21, 2026
HOURGLASS CAPITAL, LLC History No change 5,059 1,872 0.37% 0.37% 1979 0 0.0% Q2 2026 Jul 30, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 5,056 1,870 0.11% 0.11% 1980 0 0.0% Q2 2026 Jul 31, 2026
Windsor Advisory Group, LLC History No change 5,051 1,869 1.36% 1.36% 1981 0 0.0% Q2 2026 Aug 14, 2026
Vilga Financial Planning LLC History No change 5,048 1,867 1.41% 1.41% 1982 0 0.0% Q2 2026 Jul 09, 2026
Ascent Wealth Partners, LLC History No change 5,043 1,866 0.19% 0.19% 1983 0 0.0% Q2 2026 Jul 31, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 5,044 1,866 0.68% 0.68% 1984 0 0.0% Q2 2026 Jul 14, 2026
Solidarity Wealth, LLC History No change 5,043 1,866 0.32% 0.32% 1985 0 0.0% Q2 2026 Jul 31, 2026
FourThought Financial Partners, LLC History No change 5,039 1,864 0.14% 0.14% 1986 0 0.0% Q2 2026 Aug 12, 2026
LANE BROTHERS & CO INC History No change 5,034 1,862 1.22% 1.22% 1987 0 0.0% Q2 2026 Aug 05, 2026
SageGuard Financial Group, LLC History No change 5,028 1,860 0.26% 0.26% 1988 0 0.0% Q2 2026 Jul 27, 2026
PURSUE WEALTH PARTNERS LLC History No change 5,024 1,859 1.04% 1.04% 1989 0 0.0% Q2 2026 Aug 07, 2026
VestGen Investment Management History No change 5,022 1,858 0.99% 0.99% 1990 0 0.0% Q2 2026 Jul 31, 2026
Harbour Capital Advisors, LLC History No change 4,986 1,858 0.34% 0.34% 1991 0 0.0% Q2 2026 Jul 15, 2026
BKM Wealth Management, LLC History No change 5,003 1,851 0.66% 0.66% 1992 0 0.0% Q2 2026 Jul 29, 2026
AtlasMark Financial, Inc History No change 5,000 1,850 0.91% 0.91% 1993 0 0.0% Q2 2026 Aug 17, 2026
SmartHarvest Portfolios, LLC History No change 4,997 1,848 0.6% 0.6% 1994 0 0.0% Q2 2026 Aug 04, 2026
Thrive Capital Management, LLC History No change 4,970 1,839 0.35% 0.35% 1995 0 0.0% Q2 2026 Aug 05, 2026
AF Advisors, Inc. History No change 4,966 1,837 0.9% 0.9% 1996 0 0.0% Q2 2026 Jul 31, 2026
Morton Capital Management LLC/CA History No change 4,966 1,837 0.25% 0.25% 1997 0 0.0% Q2 2026 Jul 23, 2026
Graetz Wealth LLC History No change 4,948 1,830 1.46% 1.46% 1998 0 0.0% Q2 2026 Aug 13, 2026
Bernardo Wealth Planning LLC History No change 4,945 1,829 0.31% 0.31% 1999 0 0.0% Q2 2026 Jul 27, 2026
Revisor Wealth Management LLC History No change 4,933 1,825 0.44% 0.44% 2000 0 0.0% Q2 2026 Jul 21, 2026