VANGUARD INDEX FUNDS - VTV

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
BANK OF AMERICA CORP /DE/ History No change 134,456,813 29,302,173 1.89% 1.89% 1 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 44,576,925 9,735,033 3.9% 3.9% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 35,380,683 7,710,512 0.41% 0.41% 3 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 23,134,608 5,041,546 1.19% 1.19% 4 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 13,657,773 2,976,438 0.38% 0.38% 5 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 11,459,495 2,497,367 0.56% 0.56% 6 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 11,382,858 2,491,564 0.5% 0.5% 7 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 9,022,251 1,966,219 0.53% 0.53% 8 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 8,979,182 1,956,833 7.48% 7.48% 9 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 8,715,764 1,899,426 0.31% 0.31% 10 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 7,986,168 1,740,425 1.59% 1.59% 11 0 0.0% Q2 2026 Aug 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,864,026 1,495,877 5.15% 5.15% 12 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,787,174 1,479,128 2.26% 2.26% 13 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 5,958,171 1,298,463 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 5,687,753 1,239,532 6.85% 6.85% 15 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 5,221,598 1,137,942 3.31% 3.31% 16 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 5,054,784 1,101,589 9.61% 9.61% 17 0 0.0% Q2 2026 Jul 27, 2026
Mariner, LLC History No change 4,957,163 1,080,312 1.13% 1.13% 18 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 4,787,110 1,043,254 0.56% 0.56% 19 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 4,758,077 1,036,928 1.75% 1.75% 20 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 4,519,995 985,042 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 4,261,836 928,782 0.95% 0.95% 22 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,180,724 911,105 0.45% 0.45% 23 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 4,163,597 910,287 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 3,912,536 852,662 0.75% 0.75% 25 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,662,549 798,179 0.77% 0.77% 26 0 0.0% Q2 2026 Aug 05, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 3,511,326 765,223 1.09% 1.09% 27 0 0.0% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 3,499,691 762,687 7.3% 7.3% 28 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,442,447 750,212 5.55% 5.55% 29 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 3,193,415 695,941 0.23% 0.23% 30 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 3,132,906 682,754 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,111,513 678,091 8.29% 8.29% 32 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 3,095,793 674,666 0.11% 0.11% 33 0 0.0% Q2 2026 Aug 06, 2026
Balentine LLC History No change 2,889,469 629,701 22.38% 22.38% 34 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 2,853,732 622,138 0.73% 0.73% 35 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,722,879 593,397 0.75% 0.75% 36 0 0.0% Q2 2026 Jul 29, 2026
CBIZ Investment Advisory Services, LLC History No change 2,701,704 530,074 19.38% 19.38% 37 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 2,333,072 508,446 0.61% 0.61% 38 0 0.0% Q2 2026 Jul 28, 2026
CHOREO, LLC History No change 2,228,830 485,729 5.33% 5.33% 39 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 1,993,299 434,399 0.75% 0.75% 40 0 0.0% Q2 2026 Jul 30, 2026
Cerity Partners LLC History No change 1,970,185 429,471 0.52% 0.52% 41 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 1,839,020 400,776 13.88% 13.88% 42 0 0.0% Q2 2026 Jul 20, 2026
Modera Wealth Management, LLC History No change 1,830,633 398,949 4.26% 4.26% 43 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 1,818,811 396,377 0.33% 0.33% 44 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 1,717,827 374,366 5.36% 5.36% 45 0 0.0% Q2 2026 Jul 27, 2026
Bell Bank History No change 1,588,925 346,274 13.21% 13.21% 46 0 0.0% Q2 2026 Jul 15, 2026
Beacon Pointe Advisors, LLC History No change 1,508,278 328,698 1.53% 1.53% 47 0 0.0% Q2 2026 Aug 18, 2026
Baird Financial Group, Inc. History No change 1,503,856 327,735 0.45% 0.45% 48 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 1,483,132 323,219 0.5% 0.5% 49 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN NATIONAL CORP History No change 1,465,806 319,443 8.18% 8.18% 50 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,446,927 316,722 0.53% 0.53% 51 0 0.0% Q2 2026 Jul 15, 2026
Retirement Investment Advisors, Inc. History No change 1,422,244 311,983 22.24% 22.24% 52 0 0.0% Q2 2026 Jul 15, 2026
MML INVESTORS SERVICES, LLC History No change 1,420,885 309,653 0.63% 0.63% 53 0 0.0% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,414,717 308,422 1.7% 1.7% 54 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 1,300,791 283,481 1.31% 1.31% 55 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 1,335,326 283,268 0.83% 0.83% 56 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 1,232,497 268,598 0.7% 0.7% 57 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 1,158,627 252,745 0.31% 0.31% 58 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 1,134,611 247,265 2.48% 2.48% 59 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,134,483 247,237 3.1% 3.1% 60 0 0.0% Q2 2026 Aug 13, 2026
Garde Capital, Inc. History No change 1,093,987 238,412 10.68% 10.68% 61 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 1,046,231 228,004 0.68% 0.68% 62 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,043,747 227,464 0.53% 0.53% 63 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 1,030,956 224,676 0.72% 0.72% 64 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 1,019,302 222,136 1.36% 1.36% 65 0 0.0% Q2 2026 Jul 20, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,119,341 219,614 0.07% 0.07% 66 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 992,941 216,391 2.04% 2.04% 67 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 981,676 213,936 12.09% 12.09% 68 0 0.0% Q2 2026 Jul 16, 2026
Members Trust Co History No change 943,694 205,659 6.4% 6.4% 69 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 935,349 203,840 0.12% 0.12% 70 0 0.0% Q2 2026 Aug 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 909,566 198,221 1.48% 1.48% 71 0 0.0% Q2 2026 Aug 05, 2026
Everhart Financial Group, Inc. History No change 896,315 195,333 12.5% 12.5% 72 0 0.0% Q2 2026 Jul 08, 2026
Systematic Alpha Investments, LLC History No change 894,868 195,018 5.24% 5.24% 73 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 850,915 192,553 19.86% 19.86% 74 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 875,457 190,788 0.44% 0.44% 75 0 0.0% Q2 2026 Aug 14, 2026
Thrive Wealth Management, LLC History No change 869,143 189,412 24.06% 24.06% 76 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 845,551 184,270 1.1% 1.1% 77 0 0.0% Q2 2026 Aug 17, 2026
71 West Capital Partners History No change 843,239 183,767 6.35% 6.35% 78 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 815,425 177,705 0.89% 0.89% 79 0 0.0% Q2 2026 Jul 17, 2026
Unison Advisors LLC History No change 810,094 176,543 12.31% 12.31% 80 0 0.0% Q2 2026 Jul 22, 2026
Corient Private Wealth LP History No change 797,039 173,698 0.24% 0.24% 81 0 0.0% Q2 2026 Aug 27, 2026
Saudi Central Bank History No change 756,686 164,897 2.16% 2.16% 82 0 0.0% Q2 2026 Jul 30, 2026
VISTA CAPITAL PARTNERS, INC. History No change 753,032 164,108 14.35% 14.35% 83 0 0.0% Q2 2026 Jul 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 752,493 163,990 8.95% 8.95% 84 0 0.0% Q2 2026 Jul 27, 2026
BlackRock, Inc. History No change 730,222 159,137 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
Permanens Capital L.P. History No change 728,513 158,764 16.33% 16.33% 86 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 726,738 158,378 14.17% 14.17% 87 0 0.0% Q2 2026 Aug 14, 2026
Focused Wealth Management, Inc History No change 719,710 156,846 13.64% 13.64% 88 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 719,031 156,698 0.59% 0.59% 89 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 718,373 156,554 1.48% 1.48% 90 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 696,736 151,839 0.7% 0.7% 91 0 0.0% Q2 2026 Jul 27, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 696,729 151,838 5.36% 5.36% 92 0 0.0% Q2 2026 Aug 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 691,901 150,785 11.44% 11.44% 93 0 0.0% Q2 2026 Jul 16, 2026
SIMON QUICK ADVISORS, LLC History No change 691,556 150,710 6.09% 6.09% 94 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 687,594 149,847 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 686,893 149,700 1.17% 1.17% 96 0 0.0% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History No change 661,224 144,100 1.4% 1.4% 97 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 660,491 143,943 0.16% 0.16% 98 0 0.0% Q2 2026 Aug 12, 2026
RMR Wealth Builders History No change 656,979 143,175 8.89% 8.89% 99 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 656,703 143,115 0.28% 0.28% 100 0 0.0% Q2 2026 Aug 05, 2026
Brickley Wealth Management History No change 650,628 141,791 20.36% 20.36% 101 0 0.0% Q2 2026 Jul 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 650,283 141,716 3.1% 3.1% 102 0 0.0% Q2 2026 Jul 17, 2026
NEPC LLC History No change 648,293 141,282 2.64% 2.64% 103 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 643,614 140,262 1.07% 1.07% 104 0 0.0% Q2 2026 Aug 14, 2026
Mountain Capital Investment Advisors Inc. History No change 632,277 137,792 19.62% 19.62% 105 0 0.0% Q2 2026 Jul 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 626,479 136,528 1.64% 1.64% 106 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 603,952 131,589 0.54% 0.54% 107 0 0.0% Q2 2026 Aug 14, 2026
Foster Group, Inc. History No change 595,455 129,767 3.45% 3.45% 108 0 0.0% Q2 2026 Jul 07, 2026
Arax Advisory Partners History No change 593,047 129,242 0.86% 0.86% 109 0 0.0% Q2 2026 Aug 10, 2026
Pathway Financial Advisors LLC History Added to 598,055 129,227 14.28% 13.52% 110 +69,342 13.12% Q3 2026 Oct 07, 2026
IFC Advisors LLC History No change 591,148 128,828 16.36% 16.36% 111 0 0.0% Q2 2026 Aug 05, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 586,270 127,765 6.86% 6.86% 112 0 0.0% Q2 2026 Jul 27, 2026
Accredited Investors Inc. History No change 583,998 127,270 5.5% 5.5% 113 0 0.0% Q2 2026 Jul 21, 2026
BOK Financial Private Wealth, Inc. History No change 582,494 126,943 6.51% 6.51% 114 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 581,774 126,786 0.16% 0.16% 115 0 0.0% Q2 2026 Aug 19, 2026
Bleakley Financial Group, LLC History No change 580,029 126,405 1.61% 1.61% 116 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 577,286 125,807 1.38% 1.38% 117 0 0.0% Q2 2026 Aug 12, 2026
Clark Asset Management, LLC History No change 554,604 120,864 9.48% 9.48% 118 0 0.0% Q2 2026 Jul 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 540,755 117,846 0.81% 0.81% 119 0 0.0% Q2 2026 Jul 22, 2026
Jupiter Topco LLC History No change 538,421 117,343 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 532,440 116,034 0.13% 0.13% 121 0 0.0% Q2 2026 Aug 14, 2026
Financial Synergies Wealth Advisors, Inc. History No change 522,479 113,863 9.65% 9.65% 122 0 0.0% Q2 2026 Jul 17, 2026
Euclidean Capital LLC History No change 520,000 113,323 25.76% 25.76% 123 0 0.0% Q2 2026 Aug 14, 2026
Nadler Financial Group, Inc. History No change 519,516 113,218 9.6% 9.6% 124 0 0.0% Q2 2026 Jul 29, 2026
BIP Wealth, LLC History No change 513,451 111,896 3.17% 3.17% 125 0 0.0% Q2 2026 Aug 03, 2026
CreativeOne Wealth, LLC History No change 511,950 111,569 2.41% 2.41% 126 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Management, Inc. History No change 495,026 107,881 15.52% 15.52% 127 0 0.0% Q2 2026 Jul 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 487,653 106,274 0.51% 0.51% 128 0 0.0% Q2 2026 Sep 23, 2026
BANK OF HAWAII History No change 485,299 105,761 5.22% 5.22% 129 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 483,371 105,341 0.9% 0.9% 130 0 0.0% Q2 2026 Jul 27, 2026
Relyea Zuckerberg Hanson LLC History No change 463,300 100,966 8.42% 8.42% 131 0 0.0% Q2 2026 Jul 16, 2026
VANGUARD ADVISERS INC History No change 452,824 98,683 0.34% 0.34% 132 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 445,041 96,987 0.16% 0.16% 133 0 0.0% Q2 2026 Aug 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 443,005 96,543 4.6% 4.6% 134 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 434,881 94,773 0.48% 0.48% 135 0 0.0% Q2 2026 Aug 13, 2026
Parkway Wealth Management Group, LLC History No change 434,082 94,599 10.92% 10.92% 136 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 432,511 94,257 1.04% 1.04% 137 0 0.0% Q2 2026 Jul 28, 2026
STEPHENS INC /AR/ History No change 423,860 92,371 1.03% 1.03% 138 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 420,404 91,618 2.67% 2.67% 139 0 0.0% Q2 2026 Aug 11, 2026
Trust Co of Tennessee History No change 416,745 90,821 15.87% 15.87% 140 0 0.0% Q2 2026 Jul 30, 2026
Warwick Investment Management, Inc. History No change 415,845 90,625 10.17% 10.17% 141 0 0.0% Q2 2026 Jul 31, 2026
Pasadena Private Wealth, LLC History No change 412,598 89,917 11.44% 11.44% 142 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 407,990 88,913 0.89% 0.89% 143 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 404,014 88,047 0.24% 0.24% 144 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 402,616 87,742 0.26% 0.26% 145 0 0.0% Q2 2026 Aug 04, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 400,678 87,319 13.4% 13.4% 146 0 0.0% Q2 2026 Jul 22, 2026
Rodgers & Associates, LTD History No change 398,813 86,913 7.89% 7.89% 147 0 0.0% Q2 2026 Jul 21, 2026
RIVERSEDGE ADVISORS, LLC History No change 396,548 86,419 11.38% 11.38% 148 0 0.0% Q2 2026 Jul 16, 2026
EverSource Wealth Advisors, LLC History No change 376,246 81,995 2.76% 2.76% 149 0 0.0% Q2 2026 Jul 24, 2026
Koshinski Asset Management, Inc. History No change 371,288 80,914 4.31% 4.31% 150 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 369,616 80,550 0.11% 0.11% 151 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 369,456 80,515 1.02% 1.02% 152 0 0.0% Q2 2026 Aug 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 368,698 80,350 10.13% 10.13% 153 0 0.0% Q2 2026 Jul 23, 2026
CSM Advisors, LLC History No change 367,088 80,000 1.71% 1.71% 154 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 365,535 79,661 0.84% 0.84% 155 0 0.0% Q2 2026 Aug 11, 2026
Grey Fox Wealth Advisors, LLC History No change 364,086 79,345 12.45% 12.45% 156 0 0.0% Q2 2026 Jul 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 363,525 79,225 0.13% 0.13% 157 0 0.0% Q2 2026 Aug 14, 2026
Japan Science & Technology Agency History No change 357,328 77,872 1.47% 1.47% 158 0 0.0% Q2 2026 Jul 30, 2026
DAVENPORT & Co LLC History No change 355,438 77,460 0.38% 0.38% 159 0 0.0% Q2 2026 Jul 13, 2026
CONDOR CAPITAL MANAGEMENT History No change 355,254 77,420 5.8% 5.8% 160 0 0.0% Q2 2026 Aug 12, 2026
SAGE FINANCIAL GROUP INC History No change 349,814 76,234 4.22% 4.22% 161 0 0.0% Q2 2026 Jul 21, 2026
Gleason Group, Inc. History No change 347,598 75,752 6.61% 6.61% 162 0 0.0% Q2 2026 Jul 13, 2026
OARSMAN CAPITAL, INC. History No change 345,705 75,339 7.97% 7.97% 163 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 345,106 75,209 1.0% 1.0% 164 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 343,447 74,847 0.27% 0.27% 165 0 0.0% Q2 2026 Aug 14, 2026
OLIO Financial Planning History No change 339,638 74,017 18.36% 18.36% 166 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Advisors, LLC History No change 337,510 73,553 0.4% 0.4% 167 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 336,297 73,289 1.07% 1.07% 168 0 0.0% Q2 2026 Jul 14, 2026
EQUITABLE TRUST CO History No change 332,785 72,523 3.03% 3.03% 169 0 0.0% Q2 2026 Jul 23, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 323,686 70,541 2.64% 2.64% 170 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 322,593 70,302 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 318,233 69,352 0.29% 0.29% 172 0 0.0% Q2 2026 Aug 11, 2026
Blue Edge Capital, LLC History No change 315,681 68,796 8.26% 8.26% 173 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 314,768 68,597 6.19% 6.19% 174 0 0.0% Q2 2026 Jul 10, 2026
LPWM LLC History No change 314,012 68,432 15.18% 15.18% 175 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 306,626 67,028 3.52% 3.52% 176 0 0.0% Q2 2026 Jul 22, 2026
Affinity Capital Advisors, LLC History No change 305,455 67,028 8.28% 8.28% 177 0 0.0% Q2 2026 Jul 08, 2026
Partners in Financial Planning History No change 299,573 65,285 9.9% 9.9% 178 0 0.0% Q2 2026 Aug 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 298,886 65,136 3.85% 3.85% 179 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 298,743 65,104 0.38% 0.38% 180 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 297,018 64,729 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 296,209 64,552 2.0% 2.0% 182 0 0.0% Q2 2026 Jul 09, 2026
Hirtle & Co., LLC History No change 293,453 63,952 2.1% 2.1% 183 0 0.0% Q2 2026 Aug 14, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 284,636 62,030 7.25% 7.25% 184 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 283,723 61,831 5.94% 5.94% 185 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 282,188 61,497 2.2% 2.2% 186 0 0.0% Q2 2026 Aug 12, 2026
Bishop & Co Investment Management, LLC History No change 281,643 61,378 18.9% 18.9% 187 0 0.0% Q2 2026 Jul 22, 2026
MARSHALL WACE, LLP History No change 280,670 61,166 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 280,219 61,068 3.64% 3.64% 189 0 0.0% Q2 2026 Aug 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 273,505 59,604 2.94% 2.94% 190 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 268,009 58,407 1.05% 1.05% 191 0 0.0% Q2 2026 Jul 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 267,809 58,363 0.04% 0.04% 192 0 0.0% Q2 2026 Aug 12, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 265,398 57,838 7.32% 7.32% 193 0 0.0% Q2 2026 Jul 31, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 263,720 57,473 6.57% 6.57% 194 0 0.0% Q2 2026 Aug 10, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 258,496 56,334 2.75% 2.75% 195 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Advisors / MI History No change 258,148 56,258 3.4% 3.4% 196 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 257,696 56,159 0.93% 0.93% 197 0 0.0% Q2 2026 Jul 31, 2026
Chaney Capital Management, Inc. History No change 257,338 56,081 17.63% 17.63% 198 0 0.0% Q2 2026 Aug 12, 2026
Noble Family Wealth, LLC History No change 255,451 55,670 9.96% 9.96% 199 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 254,013 55,357 1.18% 1.18% 200 0 0.0% Q2 2026 Aug 03, 2026
TRUEFG, LLC History No change 251,166 54,736 12.78% 12.78% 201 0 0.0% Q2 2026 Jul 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 248,948 54,253 2.48% 2.48% 202 0 0.0% Q2 2026 Jul 28, 2026
Crane Advisory, LLC History No change 247,476 54,162 7.78% 7.78% 203 0 0.0% Q2 2026 Jul 17, 2026
Hennion & Walsh Asset Management, Inc. History No change 246,833 53,792 1.54% 1.54% 204 0 0.0% Q2 2026 Jul 08, 2026
NORTHERN TRUST CORP History No change 246,079 53,627 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 245,269 53,451 0.92% 0.92% 206 0 0.0% Q2 2026 Jul 21, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 243,137 52,986 2.49% 2.49% 207 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Wealth, LLC History No change 241,853 52,707 0.53% 0.53% 208 0 0.0% Q2 2026 Aug 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 241,470 52,623 2.67% 2.67% 209 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History No change 237,757 52,204 0.74% 0.74% 210 0 0.0% Q2 2026 Jul 08, 2026
Wealth Analytics Partners, LLC History No change 237,675 51,955 18.85% 18.85% 211 0 0.0% Q2 2026 Jul 16, 2026
CoreCap Advisors, LLC History No change 234,031 51,002 1.5% 1.5% 212 0 0.0% Q2 2026 Jul 06, 2026
Strategic Blueprint, LLC History No change 233,671 50,924 2.54% 2.54% 213 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 230,407 50,212 0.06% 0.06% 214 0 0.0% Q2 2026 Aug 13, 2026
TL Private Wealth History No change 225,992 49,621 18.2% 18.2% 215 0 0.0% Q2 2026 Jul 08, 2026
HUB Investment Partners, LLC History No change 225,673 49,180 0.88% 0.88% 216 0 0.0% Q2 2026 Jul 31, 2026
Frisch Financial Group, Inc. History No change 221,651 48,304 8.29% 8.29% 217 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 220,816 48,122 0.31% 0.31% 218 0 0.0% Q2 2026 Sep 08, 2026
GOLDEN ROAD ADVISORS LLC History No change 220,555 48,065 23.31% 23.31% 219 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History No change 219,229 47,776 0.96% 0.96% 220 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 219,224 47,773 18.72% 18.72% 221 0 0.0% Q2 2026 Aug 12, 2026
BlueSky Wealth Advisors, LLC History No change 219,076 47,743 5.53% 5.53% 222 0 0.0% Q2 2026 Jul 28, 2026
Financial Engines Advisors L.L.C. History No change 218,735 47,668 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 216,309 47,140 0.23% 0.23% 224 0 0.0% Q2 2026 Jul 29, 2026
FLC Capital Advisors History No change 216,102 47,095 7.58% 7.58% 225 0 0.0% Q2 2026 Jul 20, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 215,062 46,868 5.75% 5.75% 226 0 0.0% Q2 2026 Aug 11, 2026
Legacies Wealth LLC History No change 212,071 46,216 25.32% 25.32% 227 0 0.0% Q2 2026 Jul 22, 2026
Mesirow Financial Investment Management, Inc. History No change 211,587 46,110 0.72% 0.72% 228 0 0.0% Q2 2026 Jul 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 210,730 45,924 0.81% 0.81% 229 0 0.0% Q2 2026 Jul 23, 2026
NI ACQUISITIONS COMPANY, LLC History No change 209,922 45,748 19.52% 19.52% 230 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 208,271 45,388 1.42% 1.42% 231 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 207,880 45,303 0.69% 0.69% 232 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 207,849 45,296 0.51% 0.51% 233 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 206,603 45,024 1.34% 1.34% 234 0 0.0% Q2 2026 Oct 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 206,200 44,937 0.1% 0.1% 235 0 0.0% Q2 2026 Aug 13, 2026
Berman McAleer LLC History No change 204,256 44,513 5.15% 5.15% 236 0 0.0% Q2 2026 Jul 16, 2026
Vise Technologies, Inc. History No change 203,963 44,449 0.5% 0.5% 237 0 0.0% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History No change 202,913 44,220 1.16% 1.16% 238 0 0.0% Q2 2026 Jul 07, 2026
Wealth Alliance Advisory Group, LLC History No change 197,770 43,100 6.23% 6.23% 239 0 0.0% Q2 2026 Jul 23, 2026
Diesslin Group, Inc. History No change 197,031 42,939 16.56% 16.56% 240 0 0.0% Q2 2026 Jul 02, 2026
Financial Advisors Network, Inc. History No change 193,041 42,069 5.16% 5.16% 241 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 192,157 41,876 1.69% 1.69% 242 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 191,778 41,794 0.18% 0.18% 243 0 0.0% Q2 2026 Aug 10, 2026
Jacobsen Capital Management History No change 189,940 41,393 12.11% 12.11% 244 0 0.0% Q2 2026 Jul 29, 2026
Old Mission Investment Co LLC History No change 189,173 41,226 8.58% 8.58% 245 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 188,953 41,178 0.76% 0.76% 246 0 0.0% Q2 2026 Aug 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 185,201 40,360 3.49% 3.49% 247 0 0.0% Q2 2026 Jul 27, 2026
REGATTA CAPITAL GROUP, LLC History No change 184,611 40,232 5.41% 5.41% 248 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 184,234 40,150 0.12% 0.12% 249 0 0.0% Q2 2026 Aug 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 183,564 40,005 2.68% 2.68% 250 0 0.0% Q2 2026 Aug 05, 2026
Hiley Hunt Wealth Management History No change 182,583 39,790 15.72% 15.72% 251 0 0.0% Q2 2026 Jul 07, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 182,010 39,665 15.08% 15.08% 252 0 0.0% Q2 2026 Jul 30, 2026
NWAM LLC History No change 180,719 39,384 1.97% 1.97% 253 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 180,477 39,331 0.18% 0.18% 254 0 0.0% Q2 2026 Aug 03, 2026
Bare Financial Services, Inc History No change 180,434 39,321 9.02% 9.02% 255 0 0.0% Q2 2026 Jul 27, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 180,415 39,317 6.26% 6.26% 256 0 0.0% Q2 2026 Jul 24, 2026
Goldstone Financial Group, LLC History No change 180,069 39,242 3.59% 3.59% 257 0 0.0% Q2 2026 Aug 11, 2026
Financial Advisory Corp History No change 179,938 39,213 5.2% 5.2% 258 0 0.0% Q2 2026 Jul 09, 2026
Greenbush Financial Group, LLC History No change 179,259 39,065 11.49% 11.49% 259 0 0.0% Q2 2026 Jul 21, 2026
VALLEY WEALTH MANAGERS, INC. History No change 178,281 38,852 2.25% 2.25% 260 0 0.0% Q2 2026 Aug 04, 2026
AAF Wealth Management, LLC History No change 175,562 38,260 14.11% 14.11% 261 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Advisors, Inc. History No change 173,296 37,766 7.91% 7.91% 262 0 0.0% Q2 2026 Jul 17, 2026
MA Private Wealth History No change 172,629 37,621 5.6% 5.6% 263 0 0.0% Q2 2026 Jul 28, 2026
FIRST MANHATTAN CO. LLC. History No change 171,366 37,345 0.1% 0.1% 264 0 0.0% Q2 2026 Aug 14, 2026
Arbor Wealth Advisors LLC History No change 171,136 37,295 22.8% 22.8% 265 0 0.0% Q2 2026 Jul 09, 2026
Kaydan Wealth Management, Inc. History No change 170,649 37,189 11.33% 11.33% 266 0 0.0% Q2 2026 Jul 24, 2026
WARNER FINANCIAL, INC History No change 168,994 36,828 10.83% 10.83% 267 0 0.0% Q2 2026 Jul 09, 2026
TUDOR INVESTMENT CORP ET AL History No change 168,168 36,648 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 14, 2026
VALLEY NATIONAL ADVISERS INC History No change 166,981 36,390 4.04% 4.04% 269 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 166,666 36,321 0.43% 0.43% 270 0 0.0% Q2 2026 Aug 13, 2026
ALLEN WEALTH MANAGEMENT, LLC History No change 166,292 36,240 17.65% 17.65% 271 0 0.0% Q2 2026 Jul 24, 2026
Compound Planning, Inc. History No change 166,114 36,201 0.94% 0.94% 272 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 164,751 35,904 0.22% 0.22% 273 0 0.0% Q2 2026 Jul 20, 2026
BROWN ADVISORY INC History No change 164,529 35,855 0.06% 0.06% 274 0 0.0% Q2 2026 Aug 14, 2026
ACORN CREEK CAPITAL LLC History No change 164,268 35,798 11.96% 11.96% 275 0 0.0% Q2 2026 Aug 06, 2026
Bragg Financial Advisors, Inc History No change 164,170 35,777 0.96% 0.96% 276 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 163,748 35,685 8.58% 8.58% 277 0 0.0% Q2 2026 Jul 09, 2026
Nuveen, LLC History No change 162,915 35,504 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 11, 2026
HBK INVESTMENTS L P History No change 162,200 35,348 0.34% 0.34% 279 0 0.0% Q2 2026 Sep 16, 2026
United Financial Planning Group LLC History No change 161,587 35,295 17.92% 17.92% 280 0 0.0% Q2 2026 Aug 06, 2026
Waterford Advisors, LLC History No change 161,913 35,285 9.63% 9.63% 281 0 0.0% Q2 2026 Aug 14, 2026
Fee-Only Financial Planning, L.C. History No change 160,709 35,023 18.77% 18.77% 282 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 160,535 34,985 0.48% 0.48% 283 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 159,733 34,810 0.35% 0.35% 284 0 0.0% Q2 2026 Aug 11, 2026
EARNED WEALTH ADVISORS, LLC History No change 158,612 34,566 2.23% 2.23% 285 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 155,650 33,920 0.41% 0.41% 286 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Retirement, LLC History No change 155,176 33,817 1.85% 1.85% 287 0 0.0% Q2 2026 Aug 12, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 154,262 33,618 5.68% 5.68% 288 0 0.0% Q2 2026 Jul 31, 2026
Smith & Howard Wealth Management, LLC History No change 152,708 33,279 6.62% 6.62% 289 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 151,081 32,925 0.62% 0.62% 290 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 150,070 32,704 1.29% 1.29% 291 0 0.0% Q2 2026 Jul 28, 2026
FIRST AMERICAN TRUST, FSB History No change 149,984 32,685 1.97% 1.97% 292 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 149,816 32,649 0.31% 0.31% 293 0 0.0% Q2 2026 Aug 14, 2026
Freedom Investment Management, Inc. History No change 148,914 32,452 9.04% 9.04% 294 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 148,872 32,443 3.15% 3.15% 295 0 0.0% Q2 2026 Jul 29, 2026
First PREMIER Bank History No change 148,500 32,363 5.23% 5.23% 296 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 147,777 32,205 3.65% 3.65% 297 0 0.0% Q2 2026 Jul 10, 2026
Newton One Investments LLC History No change 147,233 32,086 8.08% 8.08% 298 0 0.0% Q2 2026 Jul 22, 2026
FWG Holdings, LLC History No change 145,104 32,070 11.14% 11.14% 299 0 0.0% Q2 2026 Aug 13, 2026
Trustees of Dartmouth College History No change 146,886 32,010 9.57% 9.57% 300 0 0.0% Q2 2026 Aug 13, 2026
Lebenthal Global Advisors, LLC History No change 145,753 31,763 4.28% 4.28% 301 0 0.0% Q2 2026 Jul 30, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 144,574 31,507 3.83% 3.83% 302 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 144,407 31,470 0.48% 0.48% 303 0 0.0% Q2 2026 Aug 05, 2026
Wealth Architects, LLC History No change 144,223 31,430 2.48% 2.48% 304 0 0.0% Q2 2026 Jul 23, 2026
Towerpoint Wealth, LLC History No change 144,190 31,423 10.87% 10.87% 305 0 0.0% Q2 2026 Jul 09, 2026
COURIER CAPITAL LLC History No change 142,350 31,022 1.55% 1.55% 306 0 0.0% Q2 2026 Jul 16, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 142,237 30,997 4.41% 4.41% 307 0 0.0% Q2 2026 Jul 20, 2026
Granite Bay Wealth Management, LLC History No change 141,718 30,884 2.84% 2.84% 308 0 0.0% Q2 2026 Aug 14, 2026
Rise Advisors, LLC History No change 141,554 30,848 8.68% 8.68% 309 0 0.0% Q2 2026 Jul 10, 2026
25 LLC History No change 141,177 30,766 8.42% 8.42% 310 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 140,986 30,725 0.17% 0.17% 311 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History No change 140,666 30,594 0.94% 0.94% 312 0 0.0% Q2 2026 Aug 05, 2026
IMA Advisory Services, Inc. History No change 139,739 30,453 1.9% 1.9% 313 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 139,506 30,402 0.58% 0.58% 314 0 0.0% Q2 2026 Aug 07, 2026
Veery Capital, LLC History Added to 139,973 30,245 8.06% 8.14% 315 +957 0.69% Q3 2026 Oct 07, 2026
Hilltop Partners LLC History No change 137,778 30,025 7.28% 7.28% 316 0 0.0% Q2 2026 Aug 05, 2026
TD Capital Management LLC History No change 136,583 29,765 2.43% 2.43% 317 0 0.0% Q2 2026 Aug 06, 2026
REAP Financial Group, LLC History No change 136,401 29,725 5.08% 5.08% 318 0 0.0% Q2 2026 Aug 04, 2026
Shore Point Advisors, LLC History No change 256,817 29,704 10.16% 10.16% 319 0 0.0% Q2 2026 Jul 14, 2026
Arcadia Wealth Management, LLC History No change 135,960 29,629 9.3% 9.3% 320 0 0.0% Q2 2026 Jul 20, 2026
WEALTHSPAN PARTNERS, LLC History No change 135,058 29,433 9.28% 9.28% 321 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 134,689 29,353 2.78% 2.78% 322 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 134,317 29,291 0.43% 0.43% 323 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD SECURITIES, INC. History No change 133,846 29,169 1.66% 1.66% 324 0 0.0% Q2 2026 Jul 15, 2026
Evolution Advisers, Inc. History No change 132,861 28,954 10.64% 10.64% 325 0 0.0% Q2 2026 Jul 31, 2026
Parker Financial LLC History No change 132,585 28,897 10.57% 10.57% 326 0 0.0% Q2 2026 Aug 03, 2026
Clayton Financial Group LLC History No change 131,275 28,608 15.82% 15.82% 327 0 0.0% Q2 2026 Jul 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 130,769 28,498 0.45% 0.45% 328 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Advisor Solutions, LLC History No change 130,734 28,490 0.24% 0.24% 329 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 130,364 28,410 1.09% 1.09% 330 0 0.0% Q2 2026 Jul 20, 2026
E&R Wealth Management, LLC History No change 129,203 28,157 23.89% 23.89% 331 0 0.0% Q2 2026 Jul 27, 2026
White Lighthouse Investment Management Inc. History No change 128,941 28,100 3.5% 3.5% 332 0 0.0% Q2 2026 Aug 04, 2026
Discipline Wealth Solutions, LLC History No change 128,602 28,026 2.45% 2.45% 333 0 0.0% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History No change 128,194 27,937 0.42% 0.42% 334 0 0.0% Q2 2026 Aug 10, 2026
Bridgewealth Advisory Group, LLC History No change 128,153 27,928 5.27% 5.27% 335 0 0.0% Q2 2026 Jul 27, 2026
Steele Capital Management, Inc. History No change 127,476 27,780 1.02% 1.02% 336 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 127,337 27,750 0.37% 0.37% 337 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 126,879 27,650 0.19% 0.19% 338 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Added to 127,710 27,595 0.72% 0.74% 339 +5,845 4.8% Q3 2026 Oct 07, 2026
Sepio Capital, LP History No change 125,736 27,401 1.38% 1.38% 340 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 124,577 27,389 0.55% 0.55% 341 0 0.0% Q2 2026 Jul 29, 2026
Oak Root LLC History No change 125,436 27,336 3.02% 3.02% 342 0 0.0% Q2 2026 Jul 13, 2026
STAR Financial Bank History No change 124,166 27,059 11.02% 11.02% 343 0 0.0% Q2 2026 Aug 07, 2026
Werba Rubin Papier Wealth Management History No change 122,581 26,714 3.24% 3.24% 344 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 122,262 26,644 0.68% 0.68% 345 0 0.0% Q2 2026 Aug 05, 2026
Visionary Wealth Advisors History No change 122,060 26,600 1.05% 1.05% 346 0 0.0% Q2 2026 Aug 13, 2026
STALEY CAPITAL ADVISERS INC History No change 121,677 26,516 1.03% 1.03% 347 0 0.0% Q2 2026 Aug 11, 2026
Certified Advisory Corp History No change 121,337 26,443 2.13% 2.13% 348 0 0.0% Q2 2026 Jul 16, 2026
Sovereign Financial Group, Inc. History No change 120,194 26,193 4.0% 4.0% 349 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 119,947 26,140 1.61% 1.61% 350 0 0.0% Q2 2026 Jul 23, 2026
Copper Harbor Investment Advisors, LLC History No change 119,536 26,050 5.51% 5.51% 351 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 119,503 26,043 0.28% 0.28% 352 0 0.0% Q2 2026 Aug 03, 2026
FRANKLIN RESOURCES INC History No change 119,043 25,942 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 118,667 25,860 5.87% 5.87% 354 0 0.0% Q2 2026 Aug 10, 2026
Rochester Wealth Strategies, LLC History No change 117,621 25,633 14.19% 14.19% 355 0 0.0% Q2 2026 Jul 22, 2026
Mayfair Advisory Group, LLC History No change 115,972 25,632 7.73% 7.73% 356 0 0.0% Q2 2026 Aug 11, 2026
Firestone Capital Management History No change 116,359 25,358 4.72% 4.72% 357 0 0.0% Q2 2026 Jul 31, 2026
LaSalle St. Investment Advisors, LLC History No change 115,954 25,269 3.09% 3.09% 358 0 0.0% Q2 2026 Aug 11, 2026
Elite Financial, Inc. History No change 115,821 25,241 10.2% 10.2% 359 0 0.0% Q2 2026 Aug 13, 2026
Compton Wealth Advisory Group, LLC History No change 115,854 25,184 5.08% 5.08% 360 0 0.0% Q2 2026 Jul 21, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 115,465 25,163 0.54% 0.54% 361 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History No change 115,343 25,136 0.6% 0.6% 362 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 115,263 25,119 0.52% 0.52% 363 0 0.0% Q2 2026 Jul 29, 2026
Steelhead Wealth Management LLC History No change 115,096 25,082 10.1% 10.1% 364 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 115,022 25,066 0.62% 0.62% 365 0 0.0% Q2 2026 Jul 29, 2026
RFG Advisory, LLC History No change 114,814 25,021 0.39% 0.39% 366 0 0.0% Q2 2026 Jul 15, 2026
Advantage Trust Co History No change 114,408 24,932 8.77% 8.77% 367 0 0.0% Q2 2026 Jul 17, 2026
Performance Wealth Partners, LLC History No change 113,513 24,737 0.61% 0.61% 368 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 113,253 24,681 0.3% 0.3% 369 0 0.0% Q2 2026 Aug 18, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 111,904 24,387 10.61% 10.61% 370 0 0.0% Q2 2026 Aug 14, 2026
Midwest Financial Partners Investments, Inc. History No change 111,586 24,317 10.1% 10.1% 371 0 0.0% Q2 2026 Jul 15, 2026
Antonelli Financial Advisors, LLC History No change 111,515 24,302 16.66% 16.66% 372 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 110,697 24,124 0.73% 0.73% 373 0 0.0% Q2 2026 Jul 15, 2026
Aspen Wealth Strategies, LLC History No change 110,634 24,110 11.66% 11.66% 374 0 0.0% Q2 2026 Aug 07, 2026
Heartwood Wealth Advisors LLC History Reduced 111,205 24,029 1.9% 1.91% 375 -1,724 -1.53% Q3 2026 Oct 05, 2026
Nabity-Jensen Investment Management Inc History No change 109,239 23,806 14.59% 14.59% 376 0 0.0% Q2 2026 Jul 27, 2026
Campbell Deegan Wealth Management, LLC History No change 109,127 23,782 16.86% 16.86% 377 0 0.0% Q2 2026 Aug 04, 2026
Affiance Financial, LLC History No change 108,012 23,539 3.38% 3.38% 378 0 0.0% Q2 2026 Jul 09, 2026
SAPIENT CAPITAL LLC History No change 107,862 23,506 0.31% 0.31% 379 0 0.0% Q2 2026 Jul 09, 2026
Rinkey Investments History No change 105,750 23,046 5.43% 5.43% 380 0 0.0% Q2 2026 Jul 20, 2026
Perkins Coie Trust Co History No change 105,689 23,032 3.82% 3.82% 381 0 0.0% Q2 2026 Jul 09, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 105,387 22,966 5.14% 5.14% 382 0 0.0% Q2 2026 Jul 20, 2026
Cresta Advisors, Ltd. History No change 105,372 22,963 8.24% 8.24% 383 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 105,151 22,915 0.75% 0.75% 384 0 0.0% Q2 2026 Jul 17, 2026
SEGALL BRYANT & HAMILL, LLC History No change 104,817 22,842 0.27% 0.27% 385 0 0.0% Q2 2026 Aug 12, 2026
DeLarme Wealth Management, Inc. History No change 104,526 22,779 13.21% 13.21% 386 0 0.0% Q2 2026 Aug 10, 2026
Strategic Investment Solutions, Inc. /IL History No change 104,302 22,731 5.2% 5.2% 387 0 0.0% Q2 2026 Jul 08, 2026
One Charles Private Wealth Services, LLC History No change 104,141 22,695 5.22% 5.22% 388 0 0.0% Q2 2026 Jul 15, 2026
R. W. Roge & Company, Inc. History No change 104,065 22,678 9.49% 9.49% 389 0 0.0% Q2 2026 Jul 31, 2026
Compass Planning Associates Inc History No change 103,099 22,468 12.15% 12.15% 390 0 0.0% Q2 2026 Jul 27, 2026
Sightline Wealth Advisors, LLC History No change 102,924 22,430 8.21% 8.21% 391 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 102,593 22,358 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History No change 100,053 21,804 1.98% 1.98% 393 0 0.0% Q2 2026 Jul 16, 2026
ASPIRIANT, LLC History No change 98,826 21,537 0.53% 0.53% 394 0 0.0% Q2 2026 Jul 20, 2026
Highland Investment Advisors LLC History No change 98,553 21,477 9.36% 9.36% 395 0 0.0% Q2 2026 Aug 13, 2026
Robinswood Financial LLC History No change 98,042 21,366 6.12% 6.12% 396 0 0.0% Q2 2026 Jul 14, 2026
Topel & Distasi Wealth Management, LLC History No change 96,813 21,098 10.18% 10.18% 397 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 96,753 21,085 0.17% 0.17% 398 0 0.0% Q2 2026 Sep 23, 2026
BLUELINE ADVISORS LLC History No change 96,573 21,046 14.57% 14.57% 399 0 0.0% Q2 2026 Jul 27, 2026
Hartmann Taylor Wealth Management, LLC History No change 106,445 20,884 13.83% 13.83% 400 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Added to 96,361 20,822 0.56% 0.59% 401 +2,165 2.3% Q3 2026 Oct 02, 2026
Valmark Advisers, Inc. History No change 95,418 20,794 0.22% 0.22% 402 0 0.0% Q2 2026 Aug 06, 2026
Aspire Private Capital, LLC History No change 95,360 20,781 4.3% 4.3% 403 0 0.0% Q2 2026 Jul 15, 2026
COMMERCE BANK History No change 94,770 20,653 0.09% 0.09% 404 0 0.0% Q2 2026 Aug 12, 2026
Whitegate Investment Counselors, Inc. History No change 94,722 20,642 5.88% 5.88% 405 0 0.0% Q2 2026 Aug 10, 2026
Prism Advisors, Inc. History No change 94,669 20,631 5.01% 5.01% 406 0 0.0% Q2 2026 Jul 24, 2026
Inlight Wealth Management, LLC History No change 94,203 20,529 6.53% 6.53% 407 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 93,779 20,437 0.47% 0.47% 408 0 0.0% Q2 2026 Aug 05, 2026
Cherry Tree Wealth Management, LLC History No change 93,541 20,385 3.84% 3.84% 409 0 0.0% Q2 2026 Sep 15, 2026
Junk Investment Group, LLC History No change 93,271 20,326 9.0% 9.0% 410 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 92,789 20,286 1.09% 1.09% 411 0 0.0% Q2 2026 Jul 14, 2026
Falcon Wealth Planning History No change 92,484 20,155 1.27% 1.27% 412 0 0.0% Q2 2026 Jul 13, 2026
Legacy Wealth Partners, LLC History No change 91,743 19,993 4.49% 4.49% 413 0 0.0% Q2 2026 Jul 22, 2026
Legacy Edge Advisors, LLC History No change 90,983 19,828 1.82% 1.82% 414 0 0.0% Q2 2026 Aug 11, 2026
Global Strategic Investment Solutions, LLC History No change 90,901 19,810 1.76% 1.76% 415 0 0.0% Q2 2026 Aug 07, 2026
PCA Investment Advisory Services Inc. History No change 90,832 19,795 5.52% 5.52% 416 0 0.0% Q2 2026 Jul 27, 2026
Tortoise Investment Management, LLC History No change 90,620 19,748 1.47% 1.47% 417 0 0.0% Q2 2026 Aug 07, 2026
DiPaolo Financial Group, Inc. History No change 90,605 19,745 12.9% 12.9% 418 0 0.0% Q2 2026 Jul 09, 2026
Wealthfront Advisers LLC History No change 90,125 19,640 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 07, 2026
Beacon Financial Strategies CORP History No change 90,043 19,623 9.75% 9.75% 420 0 0.0% Q2 2026 Jul 08, 2026
Black Diamond Financial, LLC History No change 90,032 19,620 1.73% 1.73% 421 0 0.0% Q2 2026 Aug 04, 2026
FIRST NATIONAL BANK OF OMAHA History No change 89,635 19,538 0.55% 0.55% 422 0 0.0% Q2 2026 Aug 07, 2026
Souders Financial Advisors History No change 89,650 19,537 1.97% 1.97% 423 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 89,553 19,534 0.18% 0.18% 424 0 0.0% Q2 2026 Jul 24, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 89,480 19,500 5.1% 5.1% 425 0 0.0% Q2 2026 Jul 20, 2026
GILL CAPITAL PARTNERS, LLC History No change 89,352 19,472 5.16% 5.16% 426 0 0.0% Q2 2026 Aug 20, 2026
Bell Investment Advisors, Inc History No change 89,061 19,408 2.85% 2.85% 427 0 0.0% Q2 2026 Aug 06, 2026
Ellis Investment Partners, LLC History No change 88,979 19,391 2.94% 2.94% 428 0 0.0% Q2 2026 Aug 05, 2026
Stone Summit Wealth LLC History No change 88,161 19,212 4.88% 4.88% 429 0 0.0% Q2 2026 Jul 23, 2026
Pure Financial Advisors, LLC History No change 88,114 19,202 0.24% 0.24% 430 0 0.0% Q2 2026 Aug 14, 2026
FIRST UNITED BANK & TRUST History No change 87,761 19,125 5.5% 5.5% 431 0 0.0% Q2 2026 Jul 20, 2026
Kathmere Capital Management, LLC History No change 87,526 19,074 1.01% 1.01% 432 0 0.0% Q2 2026 Jul 29, 2026
Ancora Advisors LLC History No change 85,983 18,738 0.36% 0.36% 433 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 84,960 18,612 0.59% 0.59% 434 0 0.0% Q2 2026 Aug 11, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 85,975 18,577 1.53% 1.53% 435 +970 1.14% Q3 2026 Oct 06, 2026
NOVEM GROUP History No change 85,113 18,548 1.88% 1.88% 436 0 0.0% Q2 2026 Jul 21, 2026
Essex Financial Services, Inc. History No change 84,871 18,495 0.92% 0.92% 437 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Advisers, LLC History No change 84,852 18,491 13.39% 13.39% 438 0 0.0% Q2 2026 Jul 29, 2026
Lutz Financial Services LLC History No change 84,845 18,490 1.13% 1.13% 439 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 84,559 18,427 0.34% 0.34% 440 0 0.0% Q2 2026 Aug 06, 2026
Outlook Wealth Advisors, LLC History No change 84,073 18,321 3.96% 3.96% 441 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 83,946 18,294 0.64% 0.64% 442 0 0.0% Q2 2026 Aug 13, 2026
CGN Advisors LLC History No change 83,429 18,181 1.33% 1.33% 443 0 0.0% Q2 2026 Jul 06, 2026
Plum Street Advisors, LLC History No change 82,745 18,032 5.76% 5.76% 444 0 0.0% Q2 2026 Aug 13, 2026
AJ Advisors, LLC History No change 82,596 18,000 5.59% 5.59% 445 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 86,380 17,973 0.3% 0.3% 446 0 0.0% Q2 2026 Aug 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 81,904 17,849 0.3% 0.3% 447 0 0.0% Q2 2026 Aug 10, 2026
Bruce G. Allen Investments, LLC History No change 81,761 17,818 11.35% 11.35% 448 0 0.0% Q2 2026 Jul 31, 2026
Berger Financial Group, Inc History No change 81,743 17,814 0.91% 0.91% 449 0 0.0% Q2 2026 Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 81,538 17,769 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
TKG Advisors, LLC History No change 81,349 17,728 6.16% 6.16% 451 0 0.0% Q2 2026 Jul 27, 2026
IHT Wealth Management, LLC History No change 80,284 17,496 0.37% 0.37% 452 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 79,955 17,480 0.57% 0.57% 453 0 0.0% Q2 2026 Aug 12, 2026
E&G Advisors, LLC History No change 79,423 17,302 3.34% 3.34% 454 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 79,242 17,269 0.15% 0.15% 455 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Nicholas Hunter History No change 79,163 17,251 4.73% 4.73% 456 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 79,155 17,250 0.55% 0.55% 457 0 0.0% Q2 2026 Jul 27, 2026
Gemmer Asset Management LLC History No change 78,997 17,215 1.16% 1.16% 458 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 78,791 17,170 1.1% 1.1% 459 0 0.0% Q2 2026 Jul 27, 2026
Members Advisory Group LLC History No change 78,490 17,106 4.78% 4.78% 460 0 0.0% Q2 2026 Jul 15, 2026
THREADGILL FINANCIAL, LLC History No change 78,198 17,052 7.03% 7.03% 461 0 0.0% Q2 2026 Jul 08, 2026
Crusonia Wealth Advisors LLC History No change 78,127 17,026 2.79% 2.79% 462 0 0.0% Q2 2026 Jul 30, 2026
Bay Harbor Wealth Management, LLC History No change 78,117 17,024 3.93% 3.93% 463 0 0.0% Q2 2026 Jul 28, 2026
Main Line Retirement Advisors, LLC History No change 78,103 17,020 7.8% 7.8% 464 0 0.0% Q2 2026 Jul 30, 2026
Kilter Group LLC History No change 77,434 16,875 6.11% 6.11% 465 0 0.0% Q2 2026 Aug 11, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 77,405 16,869 1.92% 1.92% 466 0 0.0% Q2 2026 Jul 07, 2026
SWP FINANCIAL LLC History No change 77,089 16,799 7.77% 7.77% 467 0 0.0% Q2 2026 Jul 24, 2026
MATAURO, LLC History No change 76,502 16,672 2.2% 2.2% 468 0 0.0% Q2 2026 Jul 21, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 76,492 16,669 0.08% 0.08% 469 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 76,422 16,655 0.43% 0.43% 470 0 0.0% Q2 2026 Jul 28, 2026
CORA CAPITAL ADVISORS LLC History No change 76,185 16,603 4.66% 4.66% 471 0 0.0% Q2 2026 Jul 24, 2026
Composition Wealth, LLC History No change 76,163 16,598 0.19% 0.19% 472 0 0.0% Q2 2026 Jul 22, 2026
SAX WEALTH ADVISORS, LLC History No change 84,536 16,585 0.67% 0.67% 473 0 0.0% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History No change 76,018 16,566 0.08% 0.08% 474 0 0.0% Q2 2026 Aug 11, 2026
Coastal Bridge Advisors, LLC History No change 75,905 16,541 1.02% 1.02% 475 0 0.0% Q2 2026 Aug 17, 2026
Perigon Wealth Management, LLC History No change 75,754 16,509 0.26% 0.26% 476 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History No change 75,479 16,449 1.97% 1.97% 477 0 0.0% Q2 2026 Jul 08, 2026
Midwest Trust Co History No change 75,225 16,393 0.19% 0.19% 478 0 0.0% Q2 2026 Aug 04, 2026
Latigo Investments, LLC History No change 74,917 16,326 7.28% 7.28% 479 0 0.0% Q2 2026 Aug 06, 2026
Diversified Portfolios, Inc. History No change 74,853 16,312 1.18% 1.18% 480 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 74,540 16,244 1.13% 1.13% 481 0 0.0% Q2 2026 Jul 07, 2026
Empowered Funds, LLC History No change 74,194 16,169 0.09% 0.09% 482 0 0.0% Q2 2026 Aug 14, 2026
Thayer Financial, L.L.C. History No change 73,957 16,117 14.65% 14.65% 483 0 0.0% Q2 2026 Jul 08, 2026
OpenArc Corporate Advisory, LLC History No change 73,946 16,115 0.19% 0.19% 484 0 0.0% Q2 2026 Aug 05, 2026
Cooper Capital Advisors LLC History No change 73,724 16,066 6.97% 6.97% 485 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Advisory Partners LLC History No change 73,598 16,039 0.3% 0.3% 486 0 0.0% Q2 2026 Jul 09, 2026
MAYPORT, LLC History No change 72,444 15,787 2.45% 2.45% 487 0 0.0% Q2 2026 Aug 07, 2026
Schwallier Wealth Management LLC History No change 72,415 15,781 9.97% 9.97% 488 0 0.0% Q2 2026 Aug 14, 2026
Payne Capital Management, LLC History No change 72,361 15,769 4.2% 4.2% 489 0 0.0% Q2 2026 Aug 14, 2026
EdgeRock Capital LLC History No change 72,356 15,768 3.57% 3.57% 490 0 0.0% Q2 2026 Jul 24, 2026
FF Advisors,LLC History No change 72,331 15,763 5.9% 5.9% 491 0 0.0% Q2 2026 Jul 29, 2026
HTG Investment Advisors, Inc. History No change 71,371 15,553 3.99% 3.99% 492 0 0.0% Q2 2026 Aug 06, 2026
Sigma Planning Corp History No change 70,802 15,429 0.39% 0.39% 493 0 0.0% Q2 2026 Aug 07, 2026
Cooksen Wealth, LLC History No change 70,749 15,418 9.72% 9.72% 494 0 0.0% Q2 2026 Jul 30, 2026
Weaver Capital Management LLC History No change 78,321 15,366 3.39% 3.39% 495 0 0.0% Q2 2026 Jul 30, 2026
Pearl Planning LLC History No change 70,334 15,327 7.05% 7.05% 496 0 0.0% Q2 2026 Jul 21, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 70,122 15,281 5.29% 5.29% 497 0 0.0% Q2 2026 Jul 23, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 69,929 15,239 7.19% 7.19% 498 0 0.0% Q2 2026 Jul 15, 2026
Americana Partners, LLC History No change 69,487 15,143 0.34% 0.34% 499 0 0.0% Q2 2026 Aug 05, 2026
Cercano Management LLC History No change 69,120 15,063 2.01% 2.01% 500 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 69,109 15,061 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 04, 2026
Ausdal Financial Partners, Inc. History No change 68,789 14,991 0.59% 0.59% 502 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 903,424 14,986 0.99% 0.99% 503 0 0.0% Q2 2026 Jul 20, 2026
Weil Company, Inc. History No change 68,752 14,983 2.64% 2.64% 504 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History No change 68,578 14,945 0.97% 0.97% 505 0 0.0% Q2 2026 Jul 08, 2026
Joel Isaacson & Co., LLC History No change 68,527 14,933 0.43% 0.43% 506 0 0.0% Q2 2026 Aug 04, 2026
UNIVEST FINANCIAL Corp History No change 68,375 14,901 0.73% 0.73% 507 0 0.0% Q2 2026 Aug 07, 2026
Gallagher Fiduciary Advisors, LLC History No change 68,352 14,895 0.49% 0.49% 508 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 68,169 14,856 5.33% 5.33% 509 0 0.0% Q2 2026 Aug 04, 2026
Valence8 US LP History No change 67,421 14,693 4.89% 4.89% 510 0 0.0% Q2 2026 Aug 06, 2026
HOGE FINANCIAL SERVICES, LLC History No change 66,802 14,558 6.97% 6.97% 511 0 0.0% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History No change 66,644 14,523 0.43% 0.43% 512 0 0.0% Q2 2026 Jul 27, 2026
Zhang Financial LLC History No change 66,394 14,469 0.42% 0.42% 513 0 0.0% Q2 2026 Jul 30, 2026
Leeward Financial Partners, LLC History No change 66,023 14,388 3.77% 3.77% 514 0 0.0% Q2 2026 Aug 06, 2026
Beacon Bridge Wealth Partners, LLC History No change 65,893 14,360 4.09% 4.09% 515 0 0.0% Q2 2026 Aug 05, 2026
BlueStem Wealth Partners, LLC History No change 65,820 14,344 1.43% 1.43% 516 0 0.0% Q2 2026 Aug 11, 2026
Family Manage LLC History No change 65,762 14,331 1.47% 1.47% 517 0 0.0% Q2 2026 Aug 14, 2026
Emerald Advisors, LLC History No change 65,479 14,269 1.79% 1.79% 518 0 0.0% Q2 2026 Jul 20, 2026
5th Street Advisors, LLC History No change 65,391 14,250 5.42% 5.42% 519 0 0.0% Q2 2026 Aug 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 65,352 14,242 0.96% 0.96% 520 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 65,273 14,225 0.1% 0.1% 521 0 0.0% Q2 2026 Aug 14, 2026
Prosperitas Financial LLC History No change 65,251 14,220 4.55% 4.55% 522 0 0.0% Q2 2026 Aug 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 64,957 14,156 0.07% 0.07% 523 0 0.0% Q2 2026 Aug 13, 2026
Macro Advisors, Inc. History No change 64,836 14,129 4.5% 4.5% 524 0 0.0% Q2 2026 Aug 11, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 64,920 14,027 2.9% 2.96% 525 -1,511 -2.27% Q3 2026 Oct 05, 2026
Meramec Financial Planners, LLC History No change 63,038 13,976 5.11% 5.11% 526 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 63,893 13,924 0.6% 0.6% 527 0 0.0% Q2 2026 Jul 22, 2026
CJM Wealth Advisers, Ltd. History No change 63,607 13,861 3.64% 3.64% 528 0 0.0% Q2 2026 Jul 17, 2026
Thrive Capital Management, LLC History No change 63,226 13,778 2.6% 2.6% 529 0 0.0% Q2 2026 Aug 05, 2026
VSM Wealth Advisory, LLC History No change 63,154 13,763 3.66% 3.66% 530 0 0.0% Q2 2026 Jul 22, 2026
Ellevest, Inc. History No change 93,734 13,757 1.62% 1.62% 531 0 0.0% Q2 2026 Aug 10, 2026
Wealth Management Strategies, Inc. History No change 63,061 13,742 5.37% 5.37% 532 0 0.0% Q2 2026 Aug 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 62,973 13,723 1.37% 1.37% 533 0 0.0% Q2 2026 Jul 31, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 62,968 13,722 6.16% 6.16% 534 0 0.0% Q2 2026 Jul 09, 2026
Cascades Capital Asset Management, LLC History No change 62,880 13,703 5.07% 5.07% 535 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 62,873 13,701 4.39% 4.39% 536 0 0.0% Q2 2026 Jul 17, 2026
Trust Co of the South History No change 62,764 13,678 1.93% 1.93% 537 0 0.0% Q2 2026 Jul 01, 2026
Curran Financial Partners, LLC History No change 62,697 13,663 2.03% 2.03% 538 0 0.0% Q2 2026 Aug 12, 2026
Mokosak Advisory Group, LLC History No change 62,620 13,646 2.96% 2.96% 539 0 0.0% Q2 2026 Aug 03, 2026
Peak Retirement Planning, Inc. History No change 62,479 13,616 2.16% 2.16% 540 0 0.0% Q2 2026 Aug 10, 2026
Roof Eidam Maycock Peralta, LLC History No change 62,162 13,546 2.67% 2.67% 541 0 0.0% Q2 2026 Jul 24, 2026
Five Pine Wealth Management History No change 62,151 13,544 7.66% 7.66% 542 0 0.0% Q2 2026 Aug 13, 2026
Northstar Group, Inc. History No change 61,837 13,476 1.73% 1.73% 543 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 61,830 13,474 0.24% 0.24% 544 0 0.0% Q2 2026 Jul 31, 2026
Integrity Wealth Solutions LLC History No change 61,483 13,399 4.95% 4.95% 545 0 0.0% Q2 2026 Jul 30, 2026
Cordoba Advisory Partners LLC History No change 61,411 13,383 2.84% 2.84% 546 0 0.0% Q2 2026 Jul 21, 2026
Safir Wealth Advisors, LLC History No change 61,267 13,351 8.68% 8.68% 547 0 0.0% Q2 2026 Jul 09, 2026
G&S Capital LLC History No change 61,252 13,348 3.87% 3.87% 548 0 0.0% Q2 2026 Jul 10, 2026
Wedmont Private Capital History No change 60,866 13,341 0.37% 0.37% 549 0 0.0% Q2 2026 Jul 13, 2026
Strategic Equity Management History No change 61,205 13,338 4.48% 4.48% 550 0 0.0% Q2 2026 Aug 10, 2026
Hurley Capital, LLC History No change 61,160 13,328 6.9% 6.9% 551 0 0.0% Q2 2026 Aug 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 60,981 13,289 3.77% 3.77% 552 0 0.0% Q2 2026 Jul 24, 2026
Alliance Wealth Advisors, LLC History No change 60,721 13,233 4.3% 4.3% 553 0 0.0% Q2 2026 Jul 09, 2026
AIRE ADVISORS, LLC History No change 60,032 13,082 2.13% 2.13% 554 0 0.0% Q2 2026 Aug 14, 2026
American Investment Services, Inc. History No change 60,000 13,075 2.76% 2.76% 555 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 59,895 13,052 0.31% 0.31% 556 0 0.0% Q2 2026 Aug 13, 2026
RFG HOLDINGS, INC. History No change 59,528 12,973 2.72% 2.72% 557 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 59,419 12,949 0.16% 0.16% 558 0 0.0% Q2 2026 Jul 22, 2026
Level Financial Advisors History No change 59,363 12,937 2.89% 2.89% 559 0 0.0% Q2 2026 Jul 15, 2026
Perennial Investment Advisors, LLC History No change 59,265 12,914 0.86% 0.86% 560 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 59,183 12,897 0.3% 0.3% 561 0 0.0% Q2 2026 Aug 03, 2026
Keystone Financial Group History No change 59,136 12,887 0.76% 0.76% 562 0 0.0% Q2 2026 Jul 29, 2026
Grove Bank & Trust History No change 59,101 12,879 1.28% 1.28% 563 0 0.0% Q2 2026 Jul 07, 2026
NorthLanding Financial Partners, LLC History No change 59,001 12,858 8.9% 8.9% 564 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 58,991 12,855 2.88% 2.88% 565 0 0.0% Q2 2026 Jul 27, 2026
Traveka Wealth, LLC History No change 58,656 12,782 4.25% 4.25% 566 0 0.0% Q2 2026 Jul 21, 2026
Kovack Advisors, Inc. History No change 58,639 12,757 0.61% 0.61% 567 0 0.0% Q2 2026 Jul 28, 2026
Cassilly Financial Group LLC History Added to 58,996 12,747 8.56% 9.32% 568 +90 0.15% Q3 2026 Oct 07, 2026
First County Bank /CT/ History No change 58,439 12,735 5.99% 5.99% 569 0 0.0% Q2 2026 Jul 02, 2026
Dynamic Wealth Strategies, LLC History No change 58,254 12,695 6.76% 6.76% 570 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 57,979 12,635 0.23% 0.23% 571 0 0.0% Q2 2026 Jul 20, 2026
Woodward Financial Advisors, Inc. History No change 57,923 12,623 4.22% 4.22% 572 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 57,869 12,611 0.53% 0.53% 573 0 0.0% Q2 2026 Aug 06, 2026
Weinberger Asset Management, Inc History No change 56,837 12,501 4.01% 4.01% 574 0 0.0% Q2 2026 Aug 05, 2026
WATERSHED PRIVATE WEALTH LLC History No change 57,299 12,487 3.52% 3.52% 575 0 0.0% Q2 2026 Jul 17, 2026
CWS Financial Advisors, LLC History No change 57,101 12,443 2.76% 2.76% 576 0 0.0% Q2 2026 Jul 30, 2026
Red Wave Investments LLC History No change 56,880 12,395 3.15% 3.15% 577 0 0.0% Q2 2026 Aug 05, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 56,555 12,324 2.54% 2.54% 578 0 0.0% Q2 2026 Jul 17, 2026
Align Financial, LLC History No change 55,967 12,196 6.05% 6.05% 579 0 0.0% Q2 2026 Jul 27, 2026
One Capital Management, LLC History No change 62,034 12,171 0.34% 0.34% 580 0 0.0% Q2 2026 Aug 13, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 55,832 12,167 4.1% 4.1% 581 0 0.0% Q2 2026 Jul 09, 2026
BLB&B Advisors, LLC History No change 55,306 12,052 0.44% 0.44% 582 0 0.0% Q2 2026 Aug 05, 2026
Tradewinds, LLC. History No change 4,575 12,042 2.71% 2.71% 583 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 55,208 12,031 0.57% 0.57% 584 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 55,009 11,988 2.24% 2.24% 585 0 0.0% Q2 2026 Aug 06, 2026
LightSquare Wealth Management, LLC History No change 54,815 11,945 8.24% 8.24% 586 0 0.0% Q2 2026 Aug 03, 2026
Prestige Wealth Management Group LLC History No change 54,640 11,907 2.16% 2.16% 587 0 0.0% Q2 2026 Aug 14, 2026
MTC Wealth Management LLC History No change 54,553 11,888 5.33% 5.33% 588 0 0.0% Q2 2026 Jul 31, 2026
CHILTON INVESTMENT CO INC. History No change 54,453 11,866 0.28% 0.28% 589 0 0.0% Q2 2026 Aug 14, 2026
Grandview Asset Management LLC History No change 54,413 11,858 2.95% 2.95% 590 0 0.0% Q2 2026 Jul 24, 2026
Advisors Preferred, LLC History No change 53,400 11,703 1.81% 1.81% 591 0 0.0% Q2 2026 Aug 11, 2026
Raab & Moskowitz Asset Management LLC History No change 53,586 11,677 2.35% 2.35% 592 0 0.0% Q2 2026 Jul 28, 2026
Macco Financial Group, Inc. History No change 53,513 11,662 7.58% 7.58% 593 0 0.0% Q2 2026 Aug 07, 2026
Connecticut Wealth Management, LLC History No change 53,459 11,650 0.43% 0.43% 594 0 0.0% Q2 2026 Jul 29, 2026
KFA Private Wealth Group, LLC History Reduced 53,855 11,637 2.74% 2.89% 595 -1,160 -2.11% Q3 2026 Oct 07, 2026
Bravera Wealth History No change 53,159 11,584 4.44% 4.44% 596 0 0.0% Q2 2026 Jul 23, 2026
Per Stirling Capital Management, LLC. History No change 53,101 11,572 1.1% 1.1% 597 0 0.0% Q2 2026 Aug 14, 2026
Boyd Wealth Management, LLC History No change 53,058 11,562 4.38% 4.38% 598 0 0.0% Q2 2026 Jul 16, 2026
Tempo Wealth, LLC History No change 52,995 11,549 1.71% 1.71% 599 0 0.0% Q2 2026 Jul 27, 2026
XY Planning Network, Inc. History No change 52,971 11,543 1.45% 1.45% 600 0 0.0% Q2 2026 Jul 14, 2026
ATMOS ADVISORY, LLC History Added to 53,188 11,492 6.12% 6.03% 601 +216 0.41% Q3 2026 Oct 06, 2026
Register Financial Advisors LLC History No change 52,413 11,422 3.5% 3.5% 602 0 0.0% Q2 2026 Jul 15, 2026
LeClair Wealth Partners LLC History No change 52,383 11,415 5.91% 5.91% 603 0 0.0% Q2 2026 Aug 04, 2026
KELLEHER FINANCIAL ADVISORS History No change 52,254 11,387 1.62% 1.62% 604 0 0.0% Q2 2026 Aug 06, 2026
Carter Financial, LLC History No change 52,230 11,382 8.53% 8.53% 605 0 0.0% Q2 2026 Aug 13, 2026
Vestwell Advisors, LLC History No change 52,197 11,375 2.72% 2.72% 606 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 52,156 11,366 0.54% 0.54% 607 0 0.0% Q2 2026 Jul 21, 2026
Forbes Financial Planning, Inc. History No change 52,084 11,350 6.09% 6.09% 608 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 51,615 11,248 0.05% 0.05% 609 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 55,412 11,225 3.07% 3.07% 610 0 0.0% Q2 2026 Jul 24, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 51,409 11,203 8.37% 8.37% 611 0 0.0% Q2 2026 Aug 05, 2026
AMI INVESTMENT MANAGEMENT INC History No change 51,240 11,166 2.37% 2.37% 612 0 0.0% Q2 2026 Jul 15, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 51,084 11,132 0.07% 0.07% 613 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors Wealth Management, LLC History No change 51,078 11,131 1.31% 1.31% 614 0 0.0% Q2 2026 Jul 23, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History No change 51,021 11,119 1.02% 1.02% 615 0 0.0% Q2 2026 Aug 14, 2026
Cypress Point Wealth Management, LLC History No change 50,921 11,097 2.26% 2.26% 616 0 0.0% Q2 2026 Jul 17, 2026
KINTRA WEALTH, LLC History No change 48,764 11,071 0.58% 0.58% 617 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 50,516 11,008 0.67% 0.67% 618 0 0.0% Q2 2026 Jul 16, 2026
HORIZON BANCORP INC /IN/ History No change 50,424 10,989 5.15% 5.15% 619 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 50,149 10,928 0.91% 0.91% 620 0 0.0% Q2 2026 Jul 16, 2026
Duncan Williams Asset Management, LLC History No change 49,849 10,863 2.45% 2.45% 621 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 49,700 10,831 0.0% 0.0% 622 0 0.0% Q2 2026 Sep 02, 2026
MRWM Advisors, LLC History No change 49,467 10,780 4.43% 4.43% 623 0 0.0% Q2 2026 Jul 28, 2026
Lansing Street Advisors History No change 49,439 10,774 2.28% 2.28% 624 0 0.0% Q2 2026 Jul 24, 2026
PFG Advisors History No change 49,340 10,752 0.54% 0.54% 625 0 0.0% Q2 2026 Jul 16, 2026
Accel Wealth Management History No change 49,280 10,739 2.42% 2.42% 626 0 0.0% Q2 2026 Jul 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 49,229 10,728 2.5% 2.5% 627 0 0.0% Q2 2026 Aug 14, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 49,097 10,699 3.77% 3.77% 628 0 0.0% Q2 2026 Jul 30, 2026
PINNACLE ASSOCIATES LTD History No change 48,824 10,640 0.12% 0.12% 629 0 0.0% Q2 2026 Aug 03, 2026
ArchPoint Investors History No change 48,767 10,627 2.25% 2.25% 630 0 0.0% Q2 2026 Aug 13, 2026
King Wealth Management Group History No change 48,725 10,619 1.16% 1.16% 631 0 0.0% Q2 2026 Aug 05, 2026
JMG Financial Group, Ltd. History No change 48,584 10,587 0.26% 0.26% 632 0 0.0% Q2 2026 Jul 31, 2026
Advyzon Investment Management, LLC History No change 48,506 10,570 0.77% 0.77% 633 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 48,340 10,534 2.9% 2.9% 634 0 0.0% Q2 2026 Aug 03, 2026
Calydon Capital History No change 48,151 10,493 1.54% 1.54% 635 0 0.0% Q2 2026 Aug 14, 2026
Phillip James Consulting Co. History No change 50,815 10,454 6.99% 6.99% 636 0 0.0% Q2 2026 Jul 28, 2026
Bluespring Wealth Management, LLC History No change 47,735 10,402 0.2% 0.2% 637 0 0.0% Q2 2026 Aug 11, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 47,689 10,392 3.78% 3.78% 638 0 0.0% Q2 2026 Jul 15, 2026
Caprock Group, LLC History No change 47,551 10,363 0.2% 0.2% 639 0 0.0% Q2 2026 Jul 27, 2026
PRAIRIE ADVISORY, LLC History No change 47,429 10,336 2.42% 2.42% 640 0 0.0% Q2 2026 Jul 20, 2026
Aries Wealth Management History No change 47,348 10,318 2.03% 2.03% 641 0 0.0% Q2 2026 Jul 24, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 47,260 10,299 0.16% 0.16% 642 0 0.0% Q2 2026 Jul 28, 2026
Cavalier Investments, LLC History No change 47,160 10,277 0.43% 0.43% 643 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 46,662 10,169 1.26% 1.26% 644 0 0.0% Q2 2026 Jul 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 46,543 10,142 0.39% 0.39% 645 0 0.0% Q2 2026 Jul 22, 2026
DRAVO BAY LLC History No change 45,970 10,018 3.47% 3.47% 646 0 0.0% Q2 2026 Aug 11, 2026
GoalFusion Wealth Management, LLC History Reduced 45,957 9,930 3.97% 4.05% 647 -58 -0.13% Q3 2026 Oct 06, 2026
Ballentine Partners, LLC History No change 45,520 9,920 0.12% 0.12% 648 0 0.0% Q2 2026 Jul 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 45,521 9,920 1.68% 1.68% 649 0 0.0% Q2 2026 Aug 10, 2026
Vivid Wealth Management, LLC History No change 45,328 9,878 3.48% 3.48% 650 0 0.0% Q2 2026 Jul 28, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 44,913 9,787 1.05% 1.05% 651 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 44,908 9,786 0.34% 0.34% 652 0 0.0% Q2 2026 Aug 05, 2026
Avestar Capital, LLC History No change 44,530 9,704 0.54% 0.54% 653 0 0.0% Q2 2026 Jul 29, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 44,520 9,702 1.94% 1.94% 654 0 0.0% Q2 2026 Jul 22, 2026
Eagle Strategies LLC History No change 44,456 9,688 0.96% 0.96% 655 0 0.0% Q2 2026 Jul 21, 2026
Clarity Capital Advisors, LLC History No change 44,201 9,632 4.04% 4.04% 656 0 0.0% Q2 2026 Jul 13, 2026
GLR Partners, LLC History No change 44,077 9,605 4.47% 4.47% 657 0 0.0% Q2 2026 Jul 27, 2026
Idaho Trust Co History No change 43,971 9,582 2.8% 2.8% 658 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 43,872 9,561 0.02% 0.02% 659 0 0.0% Q2 2026 Aug 13, 2026
Regent Peak Wealth Advisors LLC History No change 43,866 9,559 1.77% 1.77% 660 0 0.0% Q2 2026 Jul 10, 2026
Interchange Capital Partners, LLC History No change 43,605 9,503 1.79% 1.79% 661 0 0.0% Q2 2026 Jul 20, 2026
Hardy Reed LLC History No change 43,336 9,444 0.61% 0.61% 662 0 0.0% Q2 2026 Aug 03, 2026
Manchester Capital Management LLC History No change 43,163 9,406 1.22% 1.22% 663 0 0.0% Q2 2026 Aug 13, 2026
Councilor Wealth, LLC History No change 42,908 9,351 3.78% 3.78% 664 0 0.0% Q2 2026 Jul 21, 2026
Point72 Asset Management, L.P. History No change 42,600 9,283 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON SECURITIES CORP. History No change 42,570 9,277 3.98% 3.98% 666 0 0.0% Q2 2026 Jul 07, 2026
TPG Financial Advisors, LLC History No change 42,249 9,207 2.75% 2.75% 667 0 0.0% Q2 2026 Aug 10, 2026
Olistico Wealth, LLC History Reduced 42,584 9,201 3.85% 3.99% 668 -168,358 -79.81% Q3 2026 Oct 05, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 42,166 9,189 3.22% 3.22% 669 0 0.0% Q2 2026 Aug 03, 2026
INTEGRATED WEALTHCARE, LLC History No change 42,137 9,182 6.86% 6.86% 670 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 42,086 9,171 0.17% 0.17% 671 0 0.0% Q2 2026 Jul 15, 2026
Valpey Financial Services, LLC History No change 42,033 9,160 5.46% 5.46% 672 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 42,025 9,158 1.85% 1.85% 673 0 0.0% Q2 2026 Jul 17, 2026
TBH Global Asset Management, LLC History No change 41,930 9,137 1.67% 1.67% 674 0 0.0% Q2 2026 Aug 05, 2026
Summit Trail Advisors, LLC History No change 41,815 9,112 0.11% 0.11% 675 0 0.0% Q2 2026 Aug 11, 2026
Investment Advisory Group, LLC History No change 41,595 9,064 1.97% 1.97% 676 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Wealth Group, LLC History No change 41,432 9,029 0.53% 0.53% 677 0 0.0% Q2 2026 Jul 27, 2026
Avantax Planning Partners, Inc. History No change 41,266 8,993 0.22% 0.22% 678 0 0.0% Q2 2026 Jul 28, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 41,088 8,954 3.04% 3.04% 679 0 0.0% Q2 2026 Jul 21, 2026
Factor Wealth Management LTD History No change 40,987 8,932 1.35% 1.35% 680 0 0.0% Q2 2026 Jul 07, 2026
UPTICK PARTNERS, LLC History No change 40,800 8,891 1.38% 1.38% 681 0 0.0% Q2 2026 Aug 10, 2026
TMB Capital Partners, LLC History No change 40,706 8,871 2.77% 2.77% 682 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 40,527 8,832 0.29% 0.29% 683 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 40,513 8,828 0.53% 0.53% 684 0 0.0% Q2 2026 Aug 04, 2026
Enclave Advisors LLC History No change 40,394 8,803 1.11% 1.11% 685 0 0.0% Q2 2026 Jul 14, 2026
Root Financial Partners, LLC History No change 40,369 8,797 0.34% 0.34% 686 0 0.0% Q2 2026 Jul 29, 2026
Sharper & Granite LLC History No change 40,188 8,758 2.71% 2.71% 687 0 0.0% Q2 2026 Jul 16, 2026
Drucker Wealth 3.0, LLC History No change 40,090 8,736 1.38% 1.38% 688 0 0.0% Q2 2026 Jul 13, 2026
Painted Porch Advisors LLC History No change 40,007 8,718 3.81% 3.81% 689 0 0.0% Q2 2026 Jul 24, 2026
SigFig Wealth Management, LLC History Added to 40,252 8,697 0.22% 0.23% 690 +723 1.83% Q3 2026 Oct 07, 2026
Cerro Pacific Wealth Advisors LLC History No change 39,763 8,665 1.96% 1.96% 691 0 0.0% Q2 2026 Jul 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 39,733 8,658 0.16% 0.16% 692 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 39,723 8,656 0.16% 0.16% 693 0 0.0% Q2 2026 Aug 11, 2026
IPG Investment Advisors LLC History No change 39,608 8,631 1.24% 1.24% 694 0 0.0% Q2 2026 Aug 12, 2026
Autumn Glory Partners, LLC History No change 39,586 8,626 2.44% 2.44% 695 0 0.0% Q2 2026 Aug 03, 2026
Mirae Asset Global Investments Co., Ltd. History No change 39,500 8,608 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 22, 2026
Frontier Asset Management, LLC History No change 39,223 8,547 1.53% 1.53% 697 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 39,071 8,514 1.12% 1.12% 698 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 38,948 8,487 0.46% 0.46% 699 0 0.0% Q2 2026 Aug 13, 2026
Birnam Oak Advisors, LP History No change 38,880 8,473 1.38% 1.38% 700 0 0.0% Q2 2026 Aug 14, 2026
Veratis Advisors, Inc. History No change 40,894 8,471 6.0% 6.0% 701 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Advisors, LLC History No change 38,747 8,444 2.16% 2.16% 702 0 0.0% Q2 2026 Aug 06, 2026
Greenhouse Wealth Management, LLC History No change 38,744 8,444 5.94% 5.94% 703 0 0.0% Q2 2026 Aug 06, 2026
Advocacy Wealth Management, LLC History No change 38,480 8,385 0.3% 0.3% 704 0 0.0% Q2 2026 Jul 29, 2026
Emergent Wealth Advisors, LLC History No change 38,246 8,350 4.34% 4.34% 705 0 0.0% Q2 2026 Jul 13, 2026
Mustard Seed Financial, LLC History No change 38,109 8,305 4.32% 4.32% 706 0 0.0% Q2 2026 Aug 05, 2026
Cypress Capital, LLC History No change 37,970 8,274 2.24% 2.24% 707 0 0.0% Q2 2026 Jul 17, 2026
Paragon Capital Management Ltd History No change 37,850 8,248 1.56% 1.56% 708 0 0.0% Q2 2026 Jul 29, 2026
Pine Valley Investments Ltd Liability Co History No change 37,841 8,246 0.33% 0.33% 709 0 0.0% Q2 2026 Jul 24, 2026
FOCUSED ALPHA, LLC History No change 37,554 8,184 2.1% 2.1% 710 0 0.0% Q2 2026 Aug 07, 2026
Artesa Financial Group, LLC History No change 37,499 8,172 6.98% 6.98% 711 0 0.0% Q2 2026 Jul 27, 2026
Valeo Financial Advisors, LLC History No change 47,574 8,169 0.17% 0.17% 712 0 0.0% Q2 2026 Jul 08, 2026
Marietta Wealth Management, LLC History No change 37,425 8,156 0.84% 0.84% 713 0 0.0% Q2 2026 Aug 03, 2026
Portus Wealth Advisors, LLC History No change 37,333 8,136 6.7% 6.7% 714 0 0.0% Q2 2026 Jul 21, 2026
Payne Capital LLC History No change 37,088 8,082 6.74% 6.74% 715 0 0.0% Q2 2026 Aug 11, 2026
Krane Financial Solutions LLC History No change 36,958 8,054 4.96% 4.96% 716 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 36,876 8,036 0.17% 0.17% 717 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 36,845 8,029 0.42% 0.42% 718 0 0.0% Q2 2026 Jul 29, 2026
Wealth Preservation Advisors, LLC History No change 36,801 8,019 4.57% 4.57% 719 0 0.0% Q2 2026 Aug 14, 2026
Bath Savings Trust Co History Added to 37,041 8,003 0.83% 0.8% 720 +1,408 3.95% Q3 2026 Oct 07, 2026
Refined Wealth Management History No change 36,555 7,966 4.81% 4.81% 721 0 0.0% Q2 2026 Jul 21, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 36,497 7,953 0.08% 0.08% 722 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 36,442 7,941 0.01% 0.01% 723 0 0.0% Q2 2026 Aug 13, 2026
CORE WEALTH ADVISORS, LLC History No change 36,429 7,938 5.85% 5.85% 724 0 0.0% Q2 2026 Aug 04, 2026
Willis Johnson & Associates, Inc. History No change 36,303 7,911 0.44% 0.44% 725 0 0.0% Q2 2026 Aug 13, 2026
American Alpha Advisors, LLC History No change 36,198 7,888 4.26% 4.26% 726 0 0.0% Q2 2026 Aug 14, 2026
Avant Capital LLC History No change 36,131 7,874 4.93% 4.93% 727 0 0.0% Q2 2026 Aug 12, 2026
LifePlan Investment Advisors, Inc. History No change 36,033 7,852 2.7% 2.7% 728 0 0.0% Q2 2026 Aug 11, 2026
Apollon Financial, LLC History No change 35,680 7,775 0.92% 0.92% 729 0 0.0% Q2 2026 Jul 22, 2026
ARRIEN INVESTMENTS, INC. History No change 35,671 7,773 3.92% 3.92% 730 0 0.0% Q2 2026 Jul 30, 2026
Family CFO Inc History No change 35,630 7,764 2.99% 2.99% 731 0 0.0% Q2 2026 Jul 20, 2026
United Advisor Group, LLC History No change 35,287 7,690 0.81% 0.81% 732 0 0.0% Q2 2026 Jul 29, 2026
10Elms LLP History No change 35,821 7,648 3.24% 3.24% 733 0 0.0% Q2 2026 Aug 14, 2026
Kuhn & Co Investment Counsel History No change 35,081 7,645 4.42% 4.42% 734 0 0.0% Q2 2026 Jul 31, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 34,910 7,608 0.56% 0.56% 735 0 0.0% Q2 2026 Aug 03, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 34,757 7,574 0.71% 0.71% 736 0 0.0% Q2 2026 Jul 14, 2026
Laraway Financial Advisors Inc History No change 34,678 7,557 4.59% 4.59% 737 0 0.0% Q2 2026 Aug 03, 2026
Washington Trust Advisors, Inc. History No change 34,613 7,543 0.56% 0.56% 738 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisor Network LLC History No change 34,574 7,534 9.43% 9.43% 739 0 0.0% Q2 2026 Aug 13, 2026
Rothschild Wealth LLC History No change 34,541 7,527 0.6% 0.6% 740 0 0.0% Q2 2026 Aug 11, 2026
Blue Trust, Inc. History No change 34,542 7,527 0.08% 0.08% 741 0 0.0% Q2 2026 Jul 21, 2026
Investor's Fiduciary Advisor Network, LLC History No change 34,405 7,497 2.55% 2.55% 742 0 0.0% Q2 2026 Aug 13, 2026
Grey Ledge Advisors, LLC History No change 34,082 7,427 1.49% 1.49% 743 0 0.0% Q2 2026 Jul 27, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 33,920 7,392 0.28% 0.28% 744 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 33,800 7,389 0.06% 0.06% 745 0 0.0% Q2 2026 Jul 28, 2026
MATRIX ASSET ADVISORS INC/NY History No change 33,804 7,366 0.6% 0.6% 746 0 0.0% Q2 2026 Jul 15, 2026
NBH Bank History No change 33,803 7,366 3.1% 3.1% 747 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 33,798 7,365 0.85% 0.85% 748 0 0.0% Q2 2026 Jul 15, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 33,754 7,356 0.05% 0.05% 749 0 0.0% Q2 2026 Jul 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 33,676 7,338 4.16% 4.16% 750 0 0.0% Q2 2026 Aug 10, 2026
CARDIFF PARK ADVISORS, LLC History No change 33,529 7,307 0.57% 0.57% 751 0 0.0% Q2 2026 Aug 14, 2026
Decker Wealth Management LLC History No change 33,449 7,289 1.55% 1.55% 752 0 0.0% Q2 2026 Jul 30, 2026
Avidian Wealth Enterprises, LLC History No change 33,424 7,284 0.2% 0.2% 753 0 0.0% Q2 2026 Jul 24, 2026
Martel Wealth Advisors LLC History No change 33,392 7,277 1.14% 1.14% 754 0 0.0% Q2 2026 Jul 13, 2026
YARGER WEALTH STRATEGIES, LLC History No change 33,175 7,272 2.61% 2.61% 755 0 0.0% Q2 2026 Jul 14, 2026
Symmetry Partners, LLC History No change 33,319 7,261 0.37% 0.37% 756 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY ADVISORS, INC. History No change 33,320 7,261 4.89% 4.89% 757 0 0.0% Q2 2026 Jul 24, 2026
STEVENS CAPITAL PARTNERS History No change 33,309 7,259 1.38% 1.38% 758 0 0.0% Q2 2026 Aug 07, 2026
Journey Beyond Wealth, LLC History No change 33,206 7,236 5.65% 5.65% 759 0 0.0% Q2 2026 Aug 05, 2026
Santori & Peters, Inc. History No change 33,190 7,233 2.04% 2.04% 760 0 0.0% Q2 2026 Jul 24, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 33,146 7,223 5.27% 5.27% 761 0 0.0% Q2 2026 Jul 24, 2026
Auxano Advisors, LLC History No change 33,119 7,217 1.37% 1.37% 762 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 32,881 7,166 0.72% 0.72% 763 0 0.0% Q2 2026 Jul 16, 2026
Diversified Enterprises, LLC History No change 32,757 7,138 0.35% 0.35% 764 0 0.0% Q2 2026 Jul 31, 2026
Avise Financial Cooperative, Inc. History No change 32,704 7,127 5.05% 5.05% 765 0 0.0% Q2 2026 Aug 06, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 32,290 7,036 0.39% 0.39% 766 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL LIFE ADVISORS History No change 32,079 6,990 1.99% 1.99% 767 0 0.0% Q2 2026 Jul 28, 2026
Oak Harvest Investment Services History No change 32,002 6,974 0.65% 0.65% 768 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Advisory, LLC History No change 31,970 6,967 0.58% 0.58% 769 0 0.0% Q2 2026 Jul 29, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 31,765 6,922 2.14% 2.14% 770 0 0.0% Q2 2026 Jul 21, 2026
Luminvest Wealth Management LLC History No change 31,709 6,910 1.61% 1.61% 771 0 0.0% Q2 2026 Jul 29, 2026
MONEYWISE, INC. History No change 31,604 6,887 2.57% 2.57% 772 0 0.0% Q2 2026 Jul 21, 2026
BARINGS LLC History No change 31,595 6,885 0.12% 0.12% 773 0 0.0% Q2 2026 Aug 07, 2026
Pacific Capital Wealth Advisors, Inc. History No change 31,546 6,874 1.04% 1.04% 774 0 0.0% Q2 2026 Jul 09, 2026
VICUS CAPITAL History No change 31,500 6,864 0.44% 0.44% 775 0 0.0% Q2 2026 Aug 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 31,437 6,851 0.35% 0.35% 776 0 0.0% Q2 2026 Jul 31, 2026
EVERPAR ADVISORS LLC History No change 31,436 6,850 1.95% 1.95% 777 0 0.0% Q2 2026 Jul 09, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 31,428 6,849 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 30,847 6,839 0.11% 0.11% 779 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 30,847 6,839 0.11% 0.11% 780 0 0.0% Q2 2026 Jul 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 31,354 6,833 0.19% 0.19% 781 0 0.0% Q2 2026 Aug 10, 2026
Leo H. Evart, Inc. History No change 31,350 6,832 5.4% 5.4% 782 0 0.0% Q2 2026 Aug 17, 2026
Clarity Financial LLC History No change 31,268 6,814 0.58% 0.58% 783 0 0.0% Q2 2026 Jul 20, 2026
Beaumont Financial Advisors, LLC History No change 31,113 6,780 0.43% 0.43% 784 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON TRUST CO History No change 31,106 6,779 2.64% 2.64% 785 0 0.0% Q2 2026 Jul 29, 2026
Talon Private Wealth, LLC History No change 31,021 6,760 0.79% 0.79% 786 0 0.0% Q2 2026 Sep 11, 2026
Simmons Bank History No change 30,776 6,706 0.38% 0.38% 787 0 0.0% Q2 2026 Jul 31, 2026
HBK Sorce Advisory LLC History No change 29,764 6,666 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 06, 2026
N.E.W. Advisory Services LLC History No change 30,590 6,666 0.45% 0.45% 789 0 0.0% Q2 2026 Aug 06, 2026
Winthrop Capital Management, LLC History No change 30,487 6,644 1.6% 1.6% 790 0 0.0% Q2 2026 Aug 13, 2026
IMG Wealth Management, Inc. History No change 30,449 6,635 3.7% 3.7% 791 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 30,398 6,624 0.2% 0.2% 792 0 0.0% Q2 2026 Aug 07, 2026
Estate Counselors, LLC History No change 30,323 6,608 0.57% 0.57% 793 0 0.0% Q2 2026 Aug 07, 2026
AGF MANAGEMENT LTD History No change 30,283 6,599 0.03% 0.03% 794 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 30,246 6,591 0.72% 0.72% 795 0 0.0% Q2 2026 Aug 13, 2026
Intellectus Partners, LLC History No change 30,144 6,569 1.14% 1.14% 796 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 30,038 6,540 0.66% 0.66% 797 0 0.0% Q2 2026 Aug 13, 2026
Integrated Investment Consultants, LLC History No change 29,979 6,533 1.29% 1.29% 798 0 0.0% Q2 2026 Aug 17, 2026
BCS Wealth Management History No change 29,974 6,532 1.18% 1.18% 799 0 0.0% Q2 2026 Jul 16, 2026
Sage Mountain Advisors LLC History No change 29,939 6,524 0.4% 0.4% 800 0 0.0% Q2 2026 Aug 05, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 29,804 6,495 3.22% 3.22% 801 0 0.0% Q2 2026 Jul 07, 2026
Argent Trust Co History No change 29,650 6,461 0.19% 0.19% 802 0 0.0% Q2 2026 Aug 06, 2026
McLean Asset Management Corp History No change 29,181 6,418 0.85% 0.85% 803 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 29,413 6,409 0.1% 0.1% 804 0 0.0% Q2 2026 Jul 17, 2026
McAdam, LLC History No change 29,326 6,391 0.25% 0.25% 805 0 0.0% Q2 2026 Aug 04, 2026
TCI Wealth Advisors, Inc. History No change 29,281 6,381 0.28% 0.28% 806 0 0.0% Q2 2026 Jul 29, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 29,222 6,368 0.09% 0.09% 807 0 0.0% Q2 2026 Aug 11, 2026
Destination Wealth Management History No change 29,169 6,356 0.15% 0.15% 808 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 29,115 6,345 0.04% 0.04% 809 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 29,092 6,340 0.19% 0.19% 810 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 28,993 6,318 0.51% 0.51% 811 0 0.0% Q2 2026 Aug 06, 2026
Manuka Financial, LLC History No change 28,972 6,313 3.28% 3.28% 812 0 0.0% Q2 2026 Jul 31, 2026
Intrinsic Value Partners, LLC History No change 28,812 6,278 4.29% 4.29% 813 0 0.0% Q2 2026 Jul 14, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 28,586 6,229 3.21% 3.21% 814 0 0.0% Q2 2026 Jul 28, 2026
Compass Ion Advisors, LLC History No change 28,448 6,199 0.53% 0.53% 815 0 0.0% Q2 2026 Aug 12, 2026
Fonville Wealth Management LLC History No change 28,429 6,195 1.01% 1.01% 816 0 0.0% Q2 2026 Jul 28, 2026
Ackerman Capital Advisors, LLC History No change 28,388 6,186 1.25% 1.25% 817 0 0.0% Q2 2026 Jul 30, 2026
Security Financial Services, INC. History No change 28,363 6,181 0.86% 0.86% 818 0 0.0% Q2 2026 Jul 15, 2026
Long Island Wealth Management, Inc. History No change 28,288 6,164 2.55% 2.55% 819 0 0.0% Q2 2026 Aug 07, 2026
Well Done, LLC History No change 27,949 6,090 0.82% 0.82% 820 0 0.0% Q2 2026 Jul 24, 2026
Acropolis Investment Management, LLC History No change 27,860 6,071 0.24% 0.24% 821 0 0.0% Q2 2026 Jul 16, 2026
Winthrop Advisory Group LLC History No change 27,821 6,063 0.41% 0.41% 822 0 0.0% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History No change 27,803 6,059 0.14% 0.14% 823 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 27,787 6,055 0.24% 0.24% 824 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 27,746 6,046 0.41% 0.41% 825 0 0.0% Q2 2026 Aug 04, 2026
FAMILY WEALTH PARTNERS, LLC History No change 27,690 6,034 1.85% 1.85% 826 0 0.0% Q2 2026 Jul 10, 2026
REDW Wealth LLC History No change 27,348 5,959 2.14% 2.14% 827 0 0.0% Q2 2026 Jul 30, 2026
TSFG, LLC History No change 27,299 5,949 0.75% 0.75% 828 0 0.0% Q2 2026 Jul 23, 2026
Opus Capital Group, LLC History No change 27,113 5,909 0.57% 0.57% 829 0 0.0% Q2 2026 Jul 31, 2026
Novak & Powell Financial Services, Inc. History No change 27,008 5,885 2.77% 2.77% 830 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 26,998 5,883 0.37% 0.37% 831 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 26,840 5,849 0.48% 0.48% 832 0 0.0% Q2 2026 Jul 28, 2026
IF Advisors, LLC History No change 26,830 5,847 3.84% 3.84% 833 0 0.0% Q2 2026 Aug 13, 2026
Windward Private Wealth Management Inc. History No change 26,772 5,834 1.87% 1.87% 834 0 0.0% Q2 2026 Aug 04, 2026
OLD NATIONAL BANCORP /IN/ History No change 26,730 5,825 0.12% 0.12% 835 0 0.0% Q2 2026 Jul 15, 2026
Stone Wealth Partners History No change 26,701 5,818 4.25% 4.25% 836 0 0.0% Q2 2026 Jul 16, 2026
Chesley Taft & Associates LLC History No change 26,562 5,788 0.23% 0.23% 837 0 0.0% Q2 2026 Jul 08, 2026
WESCAP Management Group, Inc. History No change 26,553 5,786 1.08% 1.08% 838 0 0.0% Q2 2026 Aug 11, 2026
Troutman Wealth Management, LLC History No change 26,455 5,765 4.44% 4.44% 839 0 0.0% Q2 2026 Aug 13, 2026
Prospect Financial Services LLC History No change 26,326 5,737 2.91% 2.91% 840 0 0.0% Q2 2026 Aug 06, 2026
CATALYST PRIVATE WEALTH, LLC History No change 26,206 5,711 2.76% 2.76% 841 0 0.0% Q2 2026 Jul 21, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 26,059 5,679 0.58% 0.58% 842 0 0.0% Q2 2026 Jul 28, 2026
Chris Bulman Inc History No change 26,027 5,672 2.07% 2.07% 843 0 0.0% Q2 2026 Jul 22, 2026
FLAGSTAR SECURITIES, INC History No change 25,893 5,643 1.7% 1.7% 844 0 0.0% Q2 2026 Jul 15, 2026
Indivisible Partners History No change 25,799 5,622 0.32% 0.32% 845 0 0.0% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 25,749 5,611 0.36% 0.36% 846 0 0.0% Q2 2026 Aug 12, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 25,741 5,609 2.36% 2.36% 847 0 0.0% Q2 2026 Jul 16, 2026
Arete Wealth Advisors, LLC History No change 25,650 5,589 0.37% 0.37% 848 0 0.0% Q2 2026 Aug 12, 2026
Weaver Consulting Group History Added to 25,732 5,560 1.08% 0.94% 849 +4,728 22.51% Q3 2026 Oct 07, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 25,486 5,554 2.57% 2.57% 850 0 0.0% Q2 2026 Jul 29, 2026
BARRETT & COMPANY, INC. History No change 25,383 5,531 1.55% 1.55% 851 0 0.0% Q2 2026 Jul 24, 2026
Jefferson Bridge Capital, LLC History No change 25,337 5,521 4.78% 4.78% 852 0 0.0% Q2 2026 Jul 21, 2026
Kendall Capital Management History No change 25,193 5,490 0.91% 0.91% 853 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 27,197 5,476 1.12% 1.12% 854 0 0.0% Q2 2026 Aug 07, 2026
Florida Trust Wealth Management Co History No change 25,086 5,466 0.14% 0.14% 855 0 0.0% Q2 2026 Jul 27, 2026
Alamar Capital Management, LLC History No change 25,000 5,448 2.76% 2.76% 856 0 0.0% Q2 2026 Aug 07, 2026
Northern Lights Advisors, Inc. History No change 24,971 5,441 2.96% 2.96% 857 0 0.0% Q2 2026 Aug 06, 2026
GenTrust, LLC History No change 24,965 5,440 0.21% 0.21% 858 0 0.0% Q2 2026 Aug 06, 2026
Harbor Asset Planning, Inc. History No change 24,962 5,439 4.08% 4.08% 859 0 0.0% Q2 2026 Jul 22, 2026
Weitzel Financial Services, Inc. History No change 24,895 5,433 1.85% 1.85% 860 0 0.0% Q2 2026 Jul 14, 2026
MONECO ADVISORS, LLC History No change 24,928 5,432 0.33% 0.33% 861 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 24,902 5,426 0.25% 0.25% 862 0 0.0% Q2 2026 Aug 20, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 24,827 5,410 1.68% 1.68% 863 0 0.0% Q2 2026 Aug 14, 2026
Ironsides Asset Advisors, LLC History No change 24,820 5,409 1.27% 1.27% 864 0 0.0% Q2 2026 Aug 12, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,764 5,396 0.25% 0.25% 865 0 0.0% Q2 2026 Aug 04, 2026
Owl Creek Wealth Partners LLC History No change 24,736 5,390 1.58% 1.58% 866 0 0.0% Q2 2026 Jul 20, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 24,721 5,387 0.84% 0.84% 867 0 0.0% Q2 2026 Aug 07, 2026
Maxele Advisors, LLC History No change 24,710 5,384 3.76% 3.76% 868 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 24,703 5,383 0.04% 0.04% 869 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisory Solutions, LLC History No change 24,605 5,362 1.1% 1.1% 870 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 24,497 5,338 1.66% 1.66% 871 0 0.0% Q2 2026 Jul 30, 2026
TAGStone Capital, Inc. History No change 24,448 5,327 1.69% 1.69% 872 0 0.0% Q2 2026 Aug 11, 2026
Advisory Solutions Group, LLC History No change 24,433 5,324 1.81% 1.81% 873 0 0.0% Q2 2026 Jul 29, 2026
Ehrenkranz Partners L.P. History No change 24,387 5,314 3.07% 3.07% 874 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History Added to 24,400 5,272 1.54% 0.46% 875 +17,767 267.86% Q3 2026 Oct 07, 2026
PCM Encore, LLC History No change 24,079 5,247 0.92% 0.92% 876 0 0.0% Q2 2026 Aug 11, 2026
Johnson Financial Group, Inc. History No change 24,064 5,244 0.17% 0.17% 877 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 24,015 5,233 0.25% 0.25% 878 0 0.0% Q2 2026 Aug 11, 2026
CULBERTSON A N & CO INC History No change 23,920 5,212 0.61% 0.61% 879 0 0.0% Q2 2026 Jul 29, 2026
Prospera Capital Management, LLC History No change 23,745 5,210 1.63% 1.63% 880 0 0.0% Q2 2026 Jul 27, 2026
LifeSteps Financial, Inc. History No change 23,880 5,204 2.43% 2.43% 881 0 0.0% Q2 2026 Jul 17, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 23,545 5,203 0.98% 0.98% 882 0 0.0% Q2 2026 Jul 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 23,799 5,186 0.69% 0.69% 883 0 0.0% Q2 2026 Jul 24, 2026
Markowski Investments History No change 23,613 5,145 1.13% 1.13% 884 0 0.0% Q2 2026 Aug 13, 2026
Brindle & Bay Financial Advisors, LLC History No change 23,536 5,129 2.57% 2.57% 885 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 23,533 5,128 2.0% 2.0% 886 0 0.0% Q2 2026 Aug 06, 2026
Ocean Park Asset Management, LLC History No change 23,355 5,089 0.25% 0.25% 887 0 0.0% Q2 2026 Jul 09, 2026
City State Bank History No change 23,168 5,049 1.16% 1.16% 888 0 0.0% Q2 2026 Jul 14, 2026
NorthStar Asset Management LLC /NJ/ History No change 23,163 5,047 2.05% 2.05% 889 0 0.0% Q2 2026 Aug 05, 2026
WEALTH MANAGEMENT RESOURCES, INC. History No change 23,120 5,038 1.55% 1.55% 890 0 0.0% Q2 2026 Jul 22, 2026
National Philanthropic Trust History No change 23,076 5,028 0.07% 0.07% 891 0 0.0% Q2 2026 Aug 14, 2026
Redwood Family Wealth LLC History No change 22,936 4,998 4.39% 4.39% 892 0 0.0% Q2 2026 Aug 04, 2026
Midwestern Financial, LLC /IA History No change 22,887 4,987 3.49% 3.49% 893 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 22,853 4,980 0.19% 0.19% 894 0 0.0% Q2 2026 Jul 07, 2026
SYON CAPITAL LLC History No change 22,831 4,975 0.22% 0.22% 895 0 0.0% Q2 2026 Aug 14, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 22,756 4,959 0.85% 0.85% 896 0 0.0% Q2 2026 Aug 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 22,706 4,948 0.18% 0.18% 897 0 0.0% Q2 2026 Jul 16, 2026
Cascade Wealth Advisors, Inc History No change 22,022 4,939 1.98% 1.98% 898 0 0.0% Q2 2026 Aug 10, 2026
Trinity Financial Advisors LLC History No change 22,635 4,932 1.27% 1.27% 899 0 0.0% Q2 2026 Jul 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 22,632 4,932 0.75% 0.75% 900 0 0.0% Q2 2026 Jul 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 22,533 4,910 0.06% 0.06% 901 0 0.0% Q2 2026 Jul 15, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 22,500 4,903 1.75% 1.75% 902 0 0.0% Q2 2026 Jul 21, 2026
First Financial Bank - Trust Division History Reduced 22,680 4,900 0.35% 0.35% 903 -1 -0.0% Q3 2026 Oct 01, 2026
MSH Capital Advisors LLC History No change 22,456 4,893 0.85% 0.85% 904 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Asset Management, L.L.C. History No change 22,443 4,891 1.9% 1.9% 905 0 0.0% Q2 2026 Jul 22, 2026
WADDELL & ASSOCIATES, LLC History No change 22,423 4,886 0.24% 0.24% 906 0 0.0% Q2 2026 Jul 15, 2026
Calder Financial LLC History No change 22,378 4,876 4.59% 4.59% 907 0 0.0% Q2 2026 Jul 07, 2026
Main Street Financial Solutions, LLC History No change 22,245 4,847 0.31% 0.31% 908 0 0.0% Q2 2026 Aug 07, 2026
PACIFIC FINANCIAL GROUP INC History No change 22,205 4,839 2.32% 2.32% 909 0 0.0% Q2 2026 Aug 13, 2026
VeraBank, N.A. History No change 22,138 4,824 0.8% 0.8% 910 0 0.0% Q2 2026 Aug 05, 2026
Base Wealth Management LLC History No change 22,088 4,813 2.24% 2.24% 911 0 0.0% Q2 2026 Jul 22, 2026
Kroeger Financial Partners History No change 22,068 4,809 4.65% 4.65% 912 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 21,925 4,778 0.19% 0.19% 913 0 0.0% Q2 2026 Aug 10, 2026
CARRET ASSET MANAGEMENT, LLC History No change 21,908 4,774 0.42% 0.42% 914 0 0.0% Q2 2026 Aug 04, 2026
KBC Group NV History No change 21,900 4,773 0.01% 0.01% 915 0 0.0% Q2 2026 Aug 05, 2026
Hubbell Strickland Wealth Management, LLC History No change 21,890 4,770 1.72% 1.72% 916 0 0.0% Q2 2026 Jul 29, 2026
Goodman Financial Corp History No change 21,880 4,768 0.74% 0.74% 917 0 0.0% Q2 2026 Jul 29, 2026
AMARA FINANCIAL, LLC. History No change 21,823 4,755 2.85% 2.85% 918 0 0.0% Q2 2026 Aug 07, 2026
Broadleaf Partners, LLC History No change 21,796 4,750 0.92% 0.92% 919 0 0.0% Q2 2026 Aug 13, 2026
Wescott Financial Advisory Group, LLC History No change 21,757 4,741 0.37% 0.37% 920 0 0.0% Q2 2026 Aug 04, 2026
Bonfire Financial History No change 21,735 4,736 3.04% 3.04% 921 0 0.0% Q2 2026 Aug 07, 2026
Beacon Financial Advisory LLC History No change 21,681 4,724 0.93% 0.93% 922 0 0.0% Q2 2026 Aug 05, 2026
WEST BANCORPORATION INC History No change 21,664 4,721 2.02% 2.02% 923 0 0.0% Q2 2026 Jul 23, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 21,564 4,699 3.69% 3.69% 924 0 0.0% Q2 2026 Jul 22, 2026
Compass Advisory Group LLC History No change 21,511 4,687 1.11% 1.11% 925 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History No change 21,452 4,674 1.65% 1.65% 926 0 0.0% Q2 2026 Jul 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 21,436 4,671 0.02% 0.02% 927 0 0.0% Q2 2026 Jul 28, 2026
Carnegie Investment Counsel History No change 21,367 4,656 0.09% 0.09% 928 0 0.0% Q2 2026 Jul 30, 2026
Archvest Wealth Advisors, Inc. History No change 21,359 4,654 2.69% 2.69% 929 0 0.0% Q2 2026 Jul 27, 2026
Amicus Financial Advisors, LLC History No change 21,323 4,646 1.14% 1.14% 930 0 0.0% Q2 2026 Jul 20, 2026
Oath Planning, LLC History No change 21,310 4,644 3.45% 3.45% 931 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 21,296 4,641 0.07% 0.07% 932 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 21,255 4,632 0.23% 0.23% 933 0 0.0% Q2 2026 Aug 14, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 21,253 4,631 1.72% 1.72% 934 0 0.0% Q2 2026 Aug 13, 2026
Nicholson Meyer Capital Management, Inc. History No change 21,178 4,615 3.07% 3.07% 935 0 0.0% Q2 2026 Jul 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 21,161 4,611 0.21% 0.21% 936 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Concepts, LLC History No change 20,972 4,603 1.37% 1.37% 937 0 0.0% Q2 2026 Jul 27, 2026
Chemistry Wealth Management LLC History No change 21,105 4,599 0.74% 0.74% 938 0 0.0% Q2 2026 Jul 09, 2026
Hudson Oak Wealth Advisory LLC History No change 20,970 4,569 3.52% 3.52% 939 0 0.0% Q2 2026 Jul 21, 2026
Old North State Wealth Management, LLC History No change 20,864 4,551 1.94% 1.94% 940 0 0.0% Q2 2026 Jul 17, 2026
Prostatis Group LLC History No change 20,867 4,547 1.06% 1.06% 941 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History No change 20,804 4,533 0.06% 0.06% 942 0 0.0% Q2 2026 Aug 18, 2026
Disciplined Investments, LLC History No change 20,804 4,533 1.46% 1.46% 943 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 20,789 4,530 0.03% 0.03% 944 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 20,787 4,530 0.09% 0.09% 945 0 0.0% Q2 2026 Aug 06, 2026
Bryn Mawr Trust Advisors, LLC History No change 20,701 4,511 0.2% 0.2% 946 0 0.0% Q2 2026 Aug 03, 2026
ELEVATUS WELATH MANAGEMENT History No change 20,637 4,497 1.09% 1.09% 947 0 0.0% Q2 2026 Aug 13, 2026
Sonoma Allocations LLC History No change 20,527 4,487 1.39% 1.39% 948 0 0.0% Q2 2026 Jul 08, 2026
Principle Wealth Partners LLC History No change 20,581 4,485 0.22% 0.22% 949 0 0.0% Q2 2026 Aug 07, 2026
Wilson & Boucher Capital Management, LLC History No change 20,491 4,465 2.62% 2.62% 950 0 0.0% Q2 2026 Aug 18, 2026
Triune Financial Partners, LLC History No change 20,451 4,456 0.93% 0.93% 951 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 20,366 4,438 0.12% 0.12% 952 0 0.0% Q2 2026 Jul 17, 2026
GFS Advisors, LLC History No change 76,287 4,420 0.47% 0.47% 953 0 0.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History No change 20,259 4,415 3.43% 3.43% 954 0 0.0% Q2 2026 Jul 24, 2026
First Bancorp, Inc /ME/ History No change 20,219 4,406 1.74% 1.74% 955 0 0.0% Q2 2026 Aug 11, 2026
Ironwood Financial, llc History No change 20,087 4,406 0.69% 0.69% 956 0 0.0% Q2 2026 Jul 17, 2026
United Bank History No change 20,183 4,398 1.34% 1.34% 957 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 20,184 4,398 0.15% 0.15% 958 0 0.0% Q2 2026 Aug 06, 2026
ERn Financial, LLC History No change 20,113 4,383 0.73% 0.73% 959 0 0.0% Q2 2026 Jul 23, 2026
SEEDS INVESTOR LLC History No change 20,091 4,378 0.45% 0.45% 960 0 0.0% Q2 2026 Aug 12, 2026
Milestone Investment Advisors LLC History No change 19,912 4,339 0.94% 0.94% 961 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 19,860 4,328 0.18% 0.18% 962 0 0.0% Q2 2026 Aug 05, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 19,818 4,319 1.08% 1.08% 963 0 0.0% Q2 2026 Jul 24, 2026
Moisand Fitzgerald Tamayo, LLC History No change 19,775 4,309 0.42% 0.42% 964 0 0.0% Q2 2026 Jul 13, 2026
Pioneer Wealth Management Group History No change 19,739 4,301 1.04% 1.04% 965 0 0.0% Q2 2026 Jul 07, 2026
Quadcap Wealth Management, LLC History No change 19,722 4,297 0.42% 0.42% 966 0 0.0% Q2 2026 Jul 31, 2026
MV CAPITAL MANAGEMENT, INC. History No change 19,652 4,282 0.38% 0.38% 967 0 0.0% Q2 2026 Jul 30, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 19,650 4,282 0.54% 0.54% 968 0 0.0% Q2 2026 Aug 25, 2026
Empower Advisory Group, LLC History No change 19,645 4,281 0.01% 0.01% 969 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History No change 19,623 4,276 0.16% 0.16% 970 0 0.0% Q2 2026 Aug 13, 2026
Monument Group Wealth Advisors, LLC History No change 19,563 4,263 2.05% 2.05% 971 0 0.0% Q2 2026 Jul 27, 2026
Powerhouse Assets LLC History No change 19,506 4,250 3.46% 3.46% 972 0 0.0% Q2 2026 Jul 23, 2026
Segment Wealth Management, LLC History No change 19,500 4,249 0.22% 0.22% 973 0 0.0% Q2 2026 Jul 16, 2026
PRIVATE TRUST CO NA History No change 19,412 4,230 0.34% 0.34% 974 0 0.0% Q2 2026 Jul 28, 2026
Magnus Financial Group LLC History No change 19,385 4,224 0.3% 0.3% 975 0 0.0% Q2 2026 Jul 09, 2026
Evanson Financial, LLC History No change 19,357 4,218 0.21% 0.21% 976 0 0.0% Q2 2026 Jul 07, 2026
PLANWISER FINANCIAL, LLC History No change 19,347 4,216 2.93% 2.93% 977 0 0.0% Q2 2026 Aug 07, 2026
DT Investment Partners, LLC History No change 19,288 4,203 0.31% 0.31% 978 0 0.0% Q2 2026 Jul 27, 2026
TABLEAUX LLC History No change 19,170 4,177 1.76% 1.76% 979 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 19,140 4,171 0.29% 0.29% 980 0 0.0% Q2 2026 Aug 11, 2026
GC Wealth Management RIA, LLC History No change 18,973 4,134 0.24% 0.24% 981 0 0.0% Q2 2026 Jul 16, 2026
WBH ADVISORY INC History No change 18,916 4,122 0.28% 0.28% 982 0 0.0% Q2 2026 Aug 05, 2026
Kraft, Davis & Associates, LLC History No change 18,915 4,119 0.86% 0.86% 983 0 0.0% Q2 2026 Jul 09, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 18,893 4,117 1.66% 1.66% 984 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 18,770 4,090 0.31% 0.31% 985 0 0.0% Q2 2026 Sep 15, 2026
Hexagon Capital Partners LLC History No change 18,740 4,083 0.57% 0.57% 986 0 0.0% Q2 2026 Aug 06, 2026
Uptown Financial Advisors LLC History No change 18,712 4,077 2.68% 2.68% 987 0 0.0% Q2 2026 Jul 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 18,569 4,046 0.25% 0.25% 988 0 0.0% Q2 2026 Aug 07, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 18,562 4,045 0.4% 0.4% 989 0 0.0% Q2 2026 Jul 13, 2026
Blom & Howell Financial Planning, Inc. History No change 18,565 4,045 3.37% 3.37% 990 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Financial Group, LLC / IL History No change 18,537 4,039 0.99% 0.99% 991 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 18,522 4,036 0.2% 0.2% 992 0 0.0% Q2 2026 Jul 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 18,333 4,021 1.3% 1.3% 993 0 0.0% Q2 2026 Jul 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 18,331 3,994 0.05% 0.05% 994 0 0.0% Q2 2026 Aug 10, 2026
Fourth Dimension Wealth, LLC History No change 18,323 3,993 1.26% 1.26% 995 0 0.0% Q2 2026 Jul 31, 2026
Belpointe Asset Management LLC History No change 18,284 3,984 0.13% 0.13% 996 0 0.0% Q2 2026 Jul 31, 2026
Insight Advisors, LLC/ PA History No change 18,227 3,972 0.7% 0.7% 997 0 0.0% Q2 2026 Aug 05, 2026
NWF Advisory Services Inc. History No change 18,216 3,969 0.37% 0.37% 998 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Group, LLC / MO History No change 18,056 3,934 2.61% 2.61% 999 0 0.0% Q2 2026 Jul 24, 2026
SHUTTLEWORTH & Co History No change 17,983 3,919 3.13% 3.13% 1000 0 0.0% Q2 2026 Aug 05, 2026
Tacita Capital Inc History No change 17,958 3,913 2.12% 2.12% 1001 0 0.0% Q2 2026 Aug 10, 2026
Cloud Capital Management, LLC History No change 17,945 3,911 1.43% 1.43% 1002 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisors, LLC History No change 17,938 3,909 0.05% 0.05% 1003 0 0.0% Q2 2026 Aug 06, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 17,899 3,900 1.34% 1.34% 1004 0 0.0% Q2 2026 Aug 13, 2026
Francis Financial, Inc. History No change 17,870 3,894 0.64% 0.64% 1005 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Planning, Inc. History No change 17,856 3,891 0.89% 0.89% 1006 0 0.0% Q2 2026 Jul 10, 2026
SwitchPoint Financial Planning, LLC History No change 17,673 3,851 2.22% 2.22% 1007 0 0.0% Q2 2026 Aug 14, 2026
KITCHING PARTNERS, LLC History No change 17,641 3,844 3.3% 3.3% 1008 0 0.0% Q2 2026 Jul 30, 2026
Archford Capital Strategies, LLC History No change 17,598 3,835 0.39% 0.39% 1009 0 0.0% Q2 2026 Jul 17, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 17,553 3,825 1.98% 1.98% 1010 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 17,489 3,811 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 04, 2026
Addis & Hill, Inc History No change 17,458 3,804 2.1% 2.1% 1012 0 0.0% Q2 2026 Jul 07, 2026
Transamerica Financial Advisors, LLC History No change 17,422 3,796 0.32% 0.32% 1013 0 0.0% Q2 2026 Aug 14, 2026
FCG Investment Co History No change 17,390 3,789 1.31% 1.31% 1014 0 0.0% Q2 2026 Jul 13, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 17,336 3,778 0.5% 0.5% 1015 0 0.0% Q2 2026 Jul 29, 2026
WoodTrust Financial Corp History No change 17,314 3,773 0.45% 0.45% 1016 0 0.0% Q2 2026 Jul 27, 2026
PFG Investments, LLC History No change 17,312 3,772 0.15% 0.15% 1017 0 0.0% Q2 2026 Jul 23, 2026
WealthShield Partners, LLC History No change 17,303 3,770 0.58% 0.58% 1018 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 17,289 3,768 0.0% 0.0% 1019 0 0.0% Q2 2026 Aug 07, 2026
Donalies Financial Planning, LLC History No change 17,289 3,767 2.78% 2.78% 1020 0 0.0% Q2 2026 Aug 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 17,283 3,766 0.18% 0.18% 1021 0 0.0% Q2 2026 Aug 11, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 17,004 3,706 1.16% 1.16% 1022 0 0.0% Q2 2026 Jul 28, 2026
Infinity Wealth Counsel, LLC History No change 17,006 3,706 2.99% 2.99% 1023 0 0.0% Q2 2026 Jul 09, 2026
Allegheny Financial Group History No change 16,990 3,702 0.39% 0.39% 1024 0 0.0% Q2 2026 Jul 22, 2026
Wilmington Savings Fund Society, FSB History No change 16,987 3,701 0.08% 0.08% 1025 0 0.0% Q2 2026 Jul 28, 2026
LongView Wealth Management History No change 16,939 3,691 0.95% 0.95% 1026 0 0.0% Q2 2026 Jul 17, 2026
Dana Investment Advisors, Inc. History No change 16,891 3,681 0.1% 0.1% 1027 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 16,837 3,669 0.1% 0.1% 1028 0 0.0% Q2 2026 Jul 07, 2026
CWA Asset Management Group, LLC History No change 16,826 3,666 0.11% 0.11% 1029 0 0.0% Q2 2026 Jul 14, 2026
DMKC Advisory Services, LLC History No change 16,809 3,663 0.69% 0.69% 1030 0 0.0% Q2 2026 Jul 07, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 16,796 3,660 3.26% 3.26% 1031 0 0.0% Q2 2026 Aug 05, 2026
Intergy Private Wealth, LLC History No change 16,785 3,657 0.84% 0.84% 1032 0 0.0% Q2 2026 Jul 17, 2026
Allspring Global Investments Holdings, LLC History No change 16,748 3,640 0.01% 0.01% 1033 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 16,701 3,639 0.01% 0.01% 1034 0 0.0% Q2 2026 Aug 17, 2026
Strategic Financial Partners, Ltd. History No change 16,672 3,633 1.37% 1.37% 1035 0 0.0% Q2 2026 Aug 03, 2026
HARMONY ASSET MANAGEMENT LLC History No change 16,659 3,630 0.97% 0.97% 1036 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History No change 16,619 3,621 0.05% 0.05% 1037 0 0.0% Q2 2026 Aug 03, 2026
GenWealth Group, Inc. History No change 16,600 3,617 0.56% 0.56% 1038 0 0.0% Q2 2026 Jul 10, 2026
LM Advisors LLC History No change 16,586 3,617 0.42% 0.42% 1039 0 0.0% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History No change 16,573 3,611 0.16% 0.16% 1040 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 16,193 3,610 0.27% 0.27% 1041 0 0.0% Q2 2026 Jul 29, 2026
Callan Family Office, LLC History No change 16,418 3,577 0.07% 0.07% 1042 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 16,390 3,571 0.31% 0.31% 1043 0 0.0% Q2 2026 Jul 09, 2026
STAGE HARBOR FINANCIAL, LLC History No change 16,322 3,557 2.05% 2.05% 1044 0 0.0% Q2 2026 Aug 07, 2026
SageView Advisory Group, LLC History No change 16,252 3,541 0.12% 0.12% 1045 0 0.0% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 16,153 3,520 0.75% 0.75% 1046 0 0.0% Q2 2026 Jul 01, 2026
GREENLEAF TRUST History No change 16,122 3,513 0.03% 0.03% 1047 0 0.0% Q2 2026 Jul 21, 2026
L.K. Benson & Company, P.C. History No change 16,085 3,505 1.06% 1.06% 1048 0 0.0% Q2 2026 Jul 24, 2026
Sollinda Capital Management LLC History No change 15,971 3,480 0.74% 0.74% 1049 0 0.0% Q2 2026 Aug 05, 2026
Gibraltar Capital Management, Inc. History No change 15,958 3,477 0.53% 0.53% 1050 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 15,905 3,466 0.13% 0.13% 1051 0 0.0% Q2 2026 Jul 17, 2026
NBT BANK, N.A. History No change 15,855 3,455 0.23% 0.23% 1052 0 0.0% Q2 2026 Jul 29, 2026
BKM Wealth Management, LLC History No change 15,802 3,443 1.22% 1.22% 1053 0 0.0% Q2 2026 Jul 29, 2026
Atlantic Union Bankshares Corp History No change 15,708 3,423 0.06% 0.06% 1054 0 0.0% Q2 2026 Aug 11, 2026
KEYVANTAGE WEALTH, LLC History No change 15,680 3,417 1.29% 1.29% 1055 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 15,605 3,400 0.23% 0.23% 1056 0 0.0% Q2 2026 Sep 04, 2026
Taylor Financial Group, Inc. History No change 15,603 3,400 1.87% 1.87% 1057 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 15,587 3,396 0.18% 0.18% 1058 0 0.0% Q2 2026 Jul 28, 2026
Pillar Financial Advisors, LLC History No change 15,581 3,395 1.78% 1.78% 1059 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 15,616 3,394 0.28% 0.28% 1060 0 0.0% Q2 2026 Aug 07, 2026
Kelman-Lazarov, Inc. History No change 15,531 3,384 0.44% 0.44% 1061 0 0.0% Q2 2026 Aug 10, 2026
Global Trust Wealth Management LLC History No change 15,523 3,382 2.33% 2.33% 1062 0 0.0% Q2 2026 Jul 16, 2026
Livet Wealth, LLC History No change 15,503 3,378 1.95% 1.95% 1063 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 15,498 3,377 0.72% 0.72% 1064 0 0.0% Q2 2026 Jul 27, 2026
Aspen Grove Capital, LLC History No change 15,457 3,368 0.48% 0.48% 1065 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 15,410 3,359 0.08% 0.08% 1066 0 0.0% Q2 2026 Aug 11, 2026
Gilliland Jeter Wealth Management LLC History No change 15,402 3,356 0.88% 0.88% 1067 0 0.0% Q2 2026 Jul 29, 2026
Signal Advisors Wealth, LLC History No change 15,391 3,354 0.17% 0.17% 1068 0 0.0% Q2 2026 Aug 04, 2026
Jacobi Capital Management LLC History No change 15,372 3,349 0.16% 0.16% 1069 0 0.0% Q2 2026 Jul 31, 2026
Acorn Wealth Advisors, LLC History No change 15,372 3,349 0.82% 0.82% 1070 0 0.0% Q2 2026 Jul 30, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 15,339 3,342 0.63% 0.63% 1071 0 0.0% Q2 2026 Aug 06, 2026
MOKAN Wealth Management Inc. History No change 15,301 3,336 1.27% 1.27% 1072 0 0.0% Q2 2026 Jul 27, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 15,259 3,325 1.54% 1.54% 1073 0 0.0% Q2 2026 Jul 10, 2026
High Net Worth Advisory Group LLC History No change 15,226 3,318 0.7% 0.7% 1074 0 0.0% Q2 2026 Jul 29, 2026
Lynch Investment Planning, LLC History No change 15,227 3,318 2.55% 2.55% 1075 0 0.0% Q2 2026 Jul 17, 2026
Range Advisory, LLC History No change 15,146 3,300 0.39% 0.39% 1076 0 0.0% Q2 2026 Sep 02, 2026
Forza Wealth Management, LLC History No change 14,982 3,265 1.0% 1.0% 1077 0 0.0% Q2 2026 Jul 17, 2026
Invst, LLC History No change 14,972 3,262 0.32% 0.32% 1078 0 0.0% Q2 2026 Aug 14, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 14,920 3,251 1.2% 1.2% 1079 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 14,906 3,248 0.31% 0.31% 1080 0 0.0% Q2 2026 Aug 11, 2026
Genesis Financial Group, LLC History No change 14,858 3,238 2.11% 2.11% 1081 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 14,828 3,231 0.46% 0.46% 1082 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Group, LLC History No change 14,750 3,214 3.08% 3.08% 1083 0 0.0% Q2 2026 Jul 13, 2026
Accretive Wealth Partners, LLC History No change 14,665 3,195 0.78% 0.78% 1084 0 0.0% Q2 2026 Jul 29, 2026
Sterling Group Wealth Management, LLC History No change 14,651 3,192 1.31% 1.31% 1085 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History No change 14,645 3,191 0.23% 0.23% 1086 0 0.0% Q2 2026 Jul 24, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 14,622 3,186 0.79% 0.79% 1087 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 14,622 3,186 0.27% 0.27% 1088 0 0.0% Q2 2026 Aug 04, 2026
Hurlow Wealth Management Group, Inc. History No change 14,604 3,182 0.66% 0.66% 1089 0 0.0% Q2 2026 Aug 05, 2026
Integrity Advisory Solutions, LLC History No change 14,582 3,178 0.33% 0.33% 1090 0 0.0% Q2 2026 Jul 31, 2026
Kestra Investment Management, LLC History No change 14,581 3,177 0.06% 0.06% 1091 0 0.0% Q2 2026 Aug 05, 2026
Angeles Investment Advisors, LLC History No change 14,573 3,175 0.19% 0.19% 1092 0 0.0% Q2 2026 Jul 22, 2026
THEORY FINANCIAL LLC History No change 14,542 3,169 1.0% 1.0% 1093 0 0.0% Q2 2026 Jul 31, 2026
K2 Financial Inc. History No change 14,419 3,164 2.23% 2.23% 1094 0 0.0% Q2 2026 Jul 21, 2026
Veridan Wealth LLC History No change 14,515 3,163 1.08% 1.08% 1095 0 0.0% Q2 2026 Aug 10, 2026
Rockbridge Investment Management, LCC History No change 14,464 3,152 0.26% 0.26% 1096 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Management Investment Advisory, Inc. History No change 14,440 3,146 0.45% 0.45% 1097 0 0.0% Q2 2026 Jul 29, 2026
MW ADVISORY, LLC History No change 14,440 3,146 1.26% 1.26% 1098 0 0.0% Q2 2026 Aug 07, 2026
UNITED BANK History No change 14,357 3,128 0.37% 0.37% 1099 0 0.0% Q2 2026 Jul 30, 2026
Keel Point, LLC History No change 14,306 3,117 0.18% 0.18% 1100 0 0.0% Q2 2026 Aug 14, 2026
MOR Wealth Management, LLC History No change 14,287 3,113 1.24% 1.24% 1101 0 0.0% Q2 2026 Aug 06, 2026
WELCH & FORBES LLC History No change 14,278 3,111 0.04% 0.04% 1102 0 0.0% Q2 2026 Jul 30, 2026
FDx Advisors, Inc. History No change 14,277 3,111 0.94% 0.94% 1103 0 0.0% Q2 2026 Aug 04, 2026
Fortitude Advisory Group L.L.C. History No change 14,244 3,104 1.19% 1.19% 1104 0 0.0% Q2 2026 Jul 22, 2026
McCartney Wealth Management LLC History No change 14,232 3,101 2.35% 2.35% 1105 0 0.0% Q2 2026 Aug 03, 2026
Fermata Advisors, LLC History No change 14,185 3,091 0.63% 0.63% 1106 0 0.0% Q2 2026 Jul 07, 2026
Evansbrook LLC History No change 14,153 3,084 1.84% 1.84% 1107 0 0.0% Q2 2026 Aug 04, 2026
Opus Financial Solutions LLC History No change 14,143 3,082 2.48% 2.48% 1108 0 0.0% Q2 2026 Jul 24, 2026
Narus Financial Partners, LLC History No change 14,127 3,078 0.79% 0.79% 1109 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 14,075 3,067 0.12% 0.12% 1110 0 0.0% Q2 2026 Aug 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 14,059 3,063 0.4% 0.4% 1111 0 0.0% Q2 2026 Jul 13, 2026
Alta Wealth Advisors LLC History No change 14,034 3,058 0.83% 0.83% 1112 0 0.0% Q2 2026 Jul 30, 2026
LRI Investments, LLC History No change 14,028 3,057 0.25% 0.25% 1113 0 0.0% Q2 2026 Jul 14, 2026
SlateStone Wealth, LLC History No change 14,009 3,053 0.23% 0.23% 1114 0 0.0% Q2 2026 Jul 20, 2026
Midwest Capital Advisors, LLC History No change 14,012 3,053 1.24% 1.24% 1115 0 0.0% Q2 2026 Jul 28, 2026
AVALON CAPITAL MANAGEMENT History No change 13,963 3,042 0.72% 0.72% 1116 0 0.0% Q2 2026 Jul 16, 2026
ST GERMAIN D J CO INC History No change 13,882 3,025 0.11% 0.11% 1117 0 0.0% Q2 2026 Jul 21, 2026
Greystone Financial Group, LLC History No change 13,850 3,018 0.84% 0.84% 1118 0 0.0% Q2 2026 Jul 28, 2026
Alchemi Wealth, LLC History No change 13,852 3,018 1.41% 1.41% 1119 0 0.0% Q2 2026 Jul 29, 2026
StoneX Group Inc. History No change 13,652 2,975 0.12% 0.12% 1120 0 0.0% Q2 2026 Aug 12, 2026
Shepherd Financial Partners LLC History No change 13,585 2,960 0.24% 0.24% 1121 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 13,552 2,953 0.04% 0.04% 1122 0 0.0% Q2 2026 Aug 06, 2026
Wise Wealth Partners History No change 13,533 2,949 5.01% 5.01% 1123 0 0.0% Q2 2026 Jul 28, 2026
Vilga Financial Planning LLC History No change 13,529 2,948 2.23% 2.23% 1124 0 0.0% Q2 2026 Jul 09, 2026
AIMZ Investment Advisors, LLC History No change 13,484 2,938 0.81% 0.81% 1125 0 0.0% Q2 2026 Aug 13, 2026
ADE, LLC History No change 13,451 2,931 1.24% 1.24% 1126 0 0.0% Q2 2026 Aug 04, 2026
Serenity Investment Advisors History No change 13,016 2,930 1.25% 1.25% 1127 0 0.0% Q2 2026 Aug 24, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 14,893 2,926 0.37% 0.37% 1128 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 13,334 2,905 0.18% 0.18% 1129 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 13,301 2,898 0.18% 0.18% 1130 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 13,260 2,889 0.72% 0.72% 1131 0 0.0% Q2 2026 Aug 05, 2026
ADVOCATE GROUP LLC History No change 13,220 2,881 0.43% 0.43% 1132 0 0.0% Q2 2026 Jul 17, 2026
Alpine Bank Wealth Management History No change 13,220 2,881 0.37% 0.37% 1133 0 0.0% Q2 2026 Aug 07, 2026
TritonPoint Partners, LLC History No change 13,214 2,879 0.24% 0.24% 1134 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 13,178 2,871 0.0% 0.0% 1135 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 13,147 2,865 1.24% 1.24% 1136 0 0.0% Q2 2026 Aug 14, 2026
RASP WEALTH SOLUTIONS, LLC History No change 13,127 2,860 0.95% 0.95% 1137 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 13,043 2,842 0.74% 0.74% 1138 0 0.0% Q2 2026 Jul 28, 2026
American Institute for Advanced Investment Management, LLP History No change 13,003 2,833 1.64% 1.64% 1139 0 0.0% Q2 2026 Jul 21, 2026
WCG Wealth Advisors LLC History No change 12,953 2,822 0.07% 0.07% 1140 0 0.0% Q2 2026 Aug 14, 2026
Next Level Private LLC History No change 12,896 2,810 0.55% 0.55% 1141 0 0.0% Q2 2026 Jul 09, 2026
Arbor Investment Advisors, LLC History No change 12,892 2,809 0.32% 0.32% 1142 0 0.0% Q2 2026 Jul 24, 2026
Atlas Brown,Inc. History No change 12,844 2,799 0.75% 0.75% 1143 0 0.0% Q2 2026 Jul 09, 2026
SteelPeak Wealth, LLC History No change 12,822 2,794 0.07% 0.07% 1144 0 0.0% Q2 2026 Jul 13, 2026
HOWE & RUSLING INC History No change 12,781 2,785 0.16% 0.16% 1145 0 0.0% Q2 2026 Aug 10, 2026
RiverFront Investment Group, LLC History No change 12,729 2,774 0.04% 0.04% 1146 0 0.0% Q2 2026 Jul 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 12,713 2,770 0.17% 0.17% 1147 0 0.0% Q2 2026 Jul 31, 2026
RCS Financial Planning, LLC History No change 12,711 2,770 1.31% 1.31% 1148 0 0.0% Q2 2026 Jul 22, 2026
Vertrix Wealth Management, LLC History No change 12,688 2,765 0.93% 0.93% 1149 0 0.0% Q2 2026 Jul 09, 2026
Squire Investment Management Company, LLC History No change 12,674 2,761 0.66% 0.66% 1150 0 0.0% Q2 2026 Jul 28, 2026
Nikulski Financial, Inc. History No change 12,642 2,755 0.59% 0.59% 1151 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY TRUST CO History No change 12,594 2,744 0.03% 0.03% 1152 0 0.0% Q2 2026 Aug 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 12,589 2,743 0.15% 0.15% 1153 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 12,586 2,742 0.24% 0.24% 1154 0 0.0% Q2 2026 Jul 20, 2026
Cardinal Point Capital Management ULC History No change 12,584 2,742 0.16% 0.16% 1155 0 0.0% Q2 2026 Jul 14, 2026
SOA Wealth Advisors, LLC. History No change 12,505 2,725 0.46% 0.46% 1156 0 0.0% Q2 2026 Jul 21, 2026
Probity Advisors, Inc. History No change 12,426 2,707 0.39% 0.39% 1157 0 0.0% Q2 2026 Jul 31, 2026
OBSIDIAN CIO, LLC History No change 12,395 2,701 2.01% 2.01% 1158 0 0.0% Q2 2026 Aug 03, 2026
Balefire, LLC History No change 12,377 2,697 0.44% 0.44% 1159 0 0.0% Q2 2026 Jul 07, 2026
Capital Squared Financial LLC History No change 12,329 2,686 1.76% 1.76% 1160 0 0.0% Q2 2026 Jul 21, 2026
Meeder Advisory Services, Inc. History No change 12,321 2,685 0.1% 0.1% 1161 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 12,288 2,678 0.03% 0.03% 1162 0 0.0% Q2 2026 Aug 14, 2026
Alpha Zero LLC History No change 12,187 2,667 1.01% 1.01% 1163 0 0.0% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History No change 12,226 2,664 0.07% 0.07% 1164 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Holdings Inc. History No change 12,199 2,658 0.21% 0.21% 1165 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 12,397 2,653 0.48% 0.48% 1166 0 0.0% Q2 2026 Aug 04, 2026
SeaCrest Wealth Management, LLC History No change 12,163 2,650 0.29% 0.29% 1167 0 0.0% Q2 2026 Jul 09, 2026
PGIM Custom Harvest LLC History No change 12,149 2,647 0.03% 0.03% 1168 0 0.0% Q2 2026 Aug 13, 2026
Zinnia Wealth Advisory, LLC History No change 12,092 2,635 2.69% 2.69% 1169 0 0.0% Q2 2026 Jul 30, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 12,077 2,632 1.71% 1.71% 1170 0 0.0% Q2 2026 Jul 28, 2026
RTD Financial Advisors, Inc. History No change 12,046 2,625 0.29% 0.29% 1171 0 0.0% Q2 2026 Jul 13, 2026
Precision Wealth Strategies, LLC History No change 12,036 2,623 0.79% 0.79% 1172 0 0.0% Q2 2026 Aug 10, 2026
Beaird Harris Wealth Management, LLC History No change 12,019 2,619 0.16% 0.16% 1173 0 0.0% Q2 2026 Jul 08, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 12,021 2,614 1.49% 1.49% 1174 0 0.0% Q2 2026 Jul 24, 2026
Asempa Wealth Advisors History Added to 12,062 2,613 1.99% 1.94% 1175 +124 1.04% Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History No change 11,989 2,612 0.1% 0.1% 1176 0 0.0% Q2 2026 Aug 07, 2026
Lynx Investment Advisory History No change 11,988 2,612 0.86% 0.86% 1177 0 0.0% Q2 2026 Jul 27, 2026
Smith Partners Wealth Management, LLC History No change 11,989 2,612 2.08% 2.08% 1178 0 0.0% Q2 2026 Aug 10, 2026
Cambria Investment Management, L.P. History No change 11,977 2,610 0.13% 0.13% 1179 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 11,953 2,604 0.05% 0.05% 1180 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 11,908 2,595 0.04% 0.04% 1181 0 0.0% Q2 2026 Aug 11, 2026
Klingman & Associates, LLC History No change 11,875 2,587 0.11% 0.11% 1182 0 0.0% Q2 2026 Jul 29, 2026
Balboa Wealth Partners History No change 11,865 2,585 0.35% 0.35% 1183 0 0.0% Q2 2026 Aug 10, 2026
BECKER CAPITAL MANAGEMENT INC History No change 11,838 2,579 0.07% 0.07% 1184 0 0.0% Q2 2026 Jul 31, 2026
Paragon Private Wealth Management, LLC History No change 11,777 2,566 0.67% 0.67% 1185 0 0.0% Q2 2026 Jul 28, 2026
Nalls Sherbakoff Group, LLC History No change 11,769 2,564 1.82% 1.82% 1186 0 0.0% Q2 2026 Aug 17, 2026
Topsail Wealth Management, LLC History No change 11,734 2,557 0.33% 0.33% 1187 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 11,629 2,534 0.25% 0.25% 1188 0 0.0% Q2 2026 Aug 11, 2026
McMill Wealth Management History No change 11,618 2,531 0.61% 0.61% 1189 0 0.0% Q2 2026 Aug 17, 2026
PDS Planning, Inc History No change 11,604 2,528 0.15% 0.15% 1190 0 0.0% Q2 2026 Aug 05, 2026
Asset Advisory Group, Inc. History No change 11,599 2,527 1.1% 1.1% 1191 0 0.0% Q2 2026 Jul 09, 2026
Evergreen Wealth Management, LLC History No change 11,568 2,521 1.18% 1.18% 1192 0 0.0% Q2 2026 Jul 31, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 11,536 2,514 0.26% 0.26% 1193 0 0.0% Q2 2026 Jul 27, 2026
Gradient Capital Advisors, LLC History No change 11,486 2,503 0.58% 0.58% 1194 0 0.0% Q2 2026 Jul 13, 2026
Allie Family Office LLC History No change 11,481 2,502 0.93% 0.93% 1195 0 0.0% Q2 2026 Oct 02, 2026
Fisher Asset Management, LLC History No change 11,421 2,489 0.0% 0.0% 1196 0 0.0% Q2 2026 Aug 04, 2026
Center for Financial Planning, Inc. History No change 11,394 2,483 0.23% 0.23% 1197 0 0.0% Q2 2026 Jul 21, 2026
One Day In July LLC History No change 11,380 2,480 0.17% 0.17% 1198 0 0.0% Q2 2026 Aug 03, 2026
TME FINANCIAL, INC. History No change 11,364 2,476 1.53% 1.53% 1199 0 0.0% Q2 2026 Jul 23, 2026
HANOVER ADVISORS INC History No change 11,353 2,474 0.89% 0.89% 1200 0 0.0% Q2 2026 Aug 12, 2026
Everest Private Wealth History No change 11,294 2,461 0.92% 0.92% 1201 0 0.0% Q2 2026 Aug 07, 2026
Orcam Financial Group History No change 11,278 2,457 1.2% 1.2% 1202 0 0.0% Q2 2026 Aug 13, 2026
Intelligence Driven Advisers, LLC History No change 11,268 2,455 0.4% 0.4% 1203 0 0.0% Q2 2026 Aug 06, 2026
Marotta Asset Management History Reduced 11,359 2,454 0.42% 0.43% 1204 -588 -4.92% Q3 2026 Oct 02, 2026
McKinley Carter Wealth Services, Inc. History No change 11,238 2,449 0.13% 0.13% 1205 0 0.0% Q2 2026 Jul 28, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,238 2,449 0.07% 0.07% 1206 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 11,234 2,448 0.17% 0.17% 1207 0 0.0% Q2 2026 Jul 21, 2026
Cordgrass Capital Advisors, LLC History No change 11,224 2,446 0.91% 0.91% 1208 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 11,207 2,442 0.06% 0.06% 1209 0 0.0% Q2 2026 Aug 14, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 11,180 2,436 1.14% 1.14% 1210 0 0.0% Q2 2026 Jul 17, 2026
RCW Management, LLC History No change 11,101 2,419 2.17% 2.17% 1211 0 0.0% Q2 2026 Jul 21, 2026
HSBC HOLDINGS PLC History No change 11,097 2,418 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 14, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 11,083 2,415 1.79% 1.79% 1213 0 0.0% Q2 2026 Jul 30, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 11,080 2,414 0.35% 0.35% 1214 0 0.0% Q2 2026 Jul 21, 2026
MilWealth Group LLC History No change 11,063 2,411 0.51% 0.51% 1215 0 0.0% Q2 2026 Aug 03, 2026
McClarren Financial Advisors, Inc. History No change 10,997 2,396 1.24% 1.24% 1216 0 0.0% Q2 2026 Jul 17, 2026
AlTi Global, Inc. History No change 10,977 2,392 0.05% 0.05% 1217 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 10,924 2,380 0.12% 0.12% 1218 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History No change 10,893 2,373 0.17% 0.17% 1219 0 0.0% Q2 2026 Jul 27, 2026
Aristotle Capital Management, LLC History No change 10,864 2,367 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 14, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 10,857 2,366 1.57% 1.57% 1221 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 10,797 2,352 0.09% 0.09% 1222 0 0.0% Q2 2026 Aug 18, 2026
Bison Wealth, LLC History No change 10,664 2,340 0.21% 0.21% 1223 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 10,705 2,332 0.06% 0.06% 1224 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Management History No change 10,691 2,329 2.46% 2.46% 1225 0 0.0% Q2 2026 Aug 10, 2026
55 North Private Wealth, LLC History No change 10,654 2,321 0.46% 0.46% 1226 0 0.0% Q2 2026 Jul 07, 2026
Camarda Financial Advisors, LLC History No change 10,646 2,320 0.7% 0.7% 1227 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 10,622 2,314 0.4% 0.4% 1228 0 0.0% Q2 2026 Jul 27, 2026
Cooke Wealth Management, LLC History No change 10,600 2,310 1.89% 1.89% 1229 0 0.0% Q2 2026 Jul 16, 2026
Legacy Advisors, LLC History No change 10,599 2,309 0.22% 0.22% 1230 0 0.0% Q2 2026 Jul 24, 2026
Verum Partners LLC History No change 10,569 2,303 0.34% 0.34% 1231 0 0.0% Q2 2026 Jul 22, 2026
Covenant Asset Management, LLC History No change 10,554 2,299 0.39% 0.39% 1232 0 0.0% Q2 2026 Jul 20, 2026
COOKSON PEIRCE & CO INC History No change 10,445 2,276 0.07% 0.07% 1233 0 0.0% Q2 2026 Jul 23, 2026
BOS Asset Management, LLC History No change 10,410 2,268 0.53% 0.53% 1234 0 0.0% Q2 2026 Jul 13, 2026
Vident Advisory, LLC History No change 10,388 2,263 0.02% 0.02% 1235 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 10,356 2,256 0.3% 0.3% 1236 0 0.0% Q2 2026 Aug 11, 2026
GAINLINE FINANCIAL PARTNERS, LLC History No change 10,345 2,254 2.1% 2.1% 1237 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 10,301 2,244 0.05% 0.05% 1238 0 0.0% Q2 2026 Jul 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 10,273 2,238 0.13% 0.13% 1239 0 0.0% Q2 2026 Jul 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 10,242 2,232 0.01% 0.01% 1240 0 0.0% Q2 2026 Aug 12, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 10,228 2,229 1.49% 1.49% 1241 0 0.0% Q2 2026 Aug 14, 2026
Sagace Wealth Management LLC History No change 10,206 2,224 1.4% 1.4% 1242 0 0.0% Q2 2026 Aug 03, 2026
FFT WEALTH MANAGEMENT LLC History No change 10,171 2,216 0.35% 0.35% 1243 0 0.0% Q2 2026 Jul 27, 2026
Crews Bank & Trust History No change 10,116 2,204 0.29% 0.29% 1244 0 0.0% Q2 2026 Jul 16, 2026
Circle Wealth Management, LLC History No change 10,101 2,201 0.03% 0.03% 1245 0 0.0% Q2 2026 Aug 12, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 10,088 2,198 1.54% 1.54% 1246 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 10,071 2,194 0.28% 0.28% 1247 0 0.0% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History No change 10,000 2,179 0.04% 0.04% 1248 0 0.0% Q2 2026 Aug 14, 2026
Disciplined Investors, L.L.C. History No change 9,942 2,166 1.08% 1.08% 1249 0 0.0% Q2 2026 Aug 11, 2026
TRITONPOINT WEALTH, LLC History No change 9,914 2,160 0.21% 0.21% 1250 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST Co History No change 9,870 2,150 0.07% 0.07% 1251 0 0.0% Q2 2026 Aug 03, 2026
Stratos Wealth Advisors, LLC History No change 9,853 2,147 0.12% 0.12% 1252 0 0.0% Q2 2026 Aug 11, 2026
Pekin Hardy Strauss, Inc. History No change 9,835 2,143 0.19% 0.19% 1253 0 0.0% Q2 2026 Jul 30, 2026
Montecito Bank & Trust History Added to 9,911 2,141 0.32% 0.32% 1254 +100 1.02% Q3 2026 Oct 01, 2026
Greenspring Advisors, LLC History No change 9,809 2,137 0.12% 0.12% 1255 0 0.0% Q2 2026 Aug 11, 2026
Millington Financial Advisors, LLC History No change 9,792 2,133 0.84% 0.84% 1256 0 0.0% Q2 2026 Aug 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 9,770 2,129 0.08% 0.08% 1257 0 0.0% Q2 2026 Jul 21, 2026
DIVERSIFIED MANAGEMENT INC History No change 9,740 2,122 0.45% 0.45% 1258 0 0.0% Q2 2026 Jul 09, 2026
Wiser Advisor Group LLC History No change 9,697 2,113 2.31% 2.31% 1259 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 9,692 2,112 1.65% 1.65% 1260 0 0.0% Q2 2026 Jul 30, 2026
Calamos Wealth Management LLC History No change 9,674 2,108 0.06% 0.06% 1261 0 0.0% Q2 2026 Jul 31, 2026
Sonoma Private Wealth LLC History No change 9,676 2,108 2.26% 2.26% 1262 0 0.0% Q2 2026 Aug 14, 2026
Wingate Wealth Advisors, Inc. History No change 9,634 2,099 0.92% 0.92% 1263 0 0.0% Q2 2026 Jul 29, 2026
Stokes Family Office, LLC History No change 9,620 2,096 0.24% 0.24% 1264 0 0.0% Q2 2026 Aug 11, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 9,610 2,094 0.33% 0.33% 1265 0 0.0% Q2 2026 Jul 23, 2026
Mason Investment Advisory Services, Inc. History No change 9,603 2,092 0.08% 0.08% 1266 0 0.0% Q2 2026 Aug 13, 2026
Confluence Wealth Services, Inc. History No change 9,572 2,085 0.06% 0.06% 1267 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History No change 9,553 2,081 0.18% 0.18% 1268 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 9,531 2,077 0.1% 0.1% 1269 0 0.0% Q2 2026 Aug 11, 2026
Tillman Hartley LLC History No change 9,530 2,076 0.47% 0.47% 1270 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 9,523 2,075 0.0% 0.0% 1271 0 0.0% Q2 2026 Aug 11, 2026
Rollins Financial Advisors, LLC History No change 9,516 2,073 0.27% 0.27% 1272 0 0.0% Q2 2026 Aug 04, 2026
Synergy Investment Management, LLC History No change 9,497 2,072 0.5% 0.5% 1273 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 9,504 2,071 0.01% 0.01% 1274 0 0.0% Q2 2026 Aug 11, 2026
PLANNING DIRECTIONS INC History No change 9,457 2,061 0.95% 0.95% 1275 0 0.0% Q2 2026 Aug 10, 2026
Capital Asset Advisory Services LLC History No change 9,459 2,061 0.07% 0.07% 1276 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 9,440 2,057 0.34% 0.34% 1277 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 9,446 2,053 0.12% 0.12% 1278 0 0.0% Q2 2026 Jul 22, 2026
J. Safra Sarasin Holding AG History No change 9,991 2,052 0.03% 0.03% 1279 0 0.0% Q2 2026 Jul 31, 2026
Capital Group Private Client Services, Inc. History No change 9,411 2,051 0.03% 0.03% 1280 0 0.0% Q2 2026 Aug 12, 2026
TFR Capital, LLC. History No change 9,413 2,051 0.58% 0.58% 1281 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 9,381 2,044 0.05% 0.05% 1282 0 0.0% Q2 2026 Jul 22, 2026
Embree Financial Group History No change 9,371 2,042 0.2% 0.2% 1283 0 0.0% Q2 2026 Jul 15, 2026
WealthTrak Capital Management LLC History No change 9,353 2,038 1.34% 1.34% 1284 0 0.0% Q2 2026 Aug 04, 2026
Investors Portfolio Services LLC History No change 9,255 2,017 1.54% 1.54% 1285 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 9,230 2,011 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 11, 2026
SFAM, LLC History No change 9,220 2,009 1.64% 1.64% 1287 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 10,509 2,006 0.17% 0.17% 1288 0 0.0% Q2 2026 Aug 14, 2026
Canvas Wealth Advisors, LLC History No change 9,207 2,006 0.28% 0.28% 1289 0 0.0% Q2 2026 Jul 10, 2026
American Trust History No change 9,207 2,006 0.15% 0.15% 1290 0 0.0% Q2 2026 Aug 14, 2026
Atlas Legacy Advisors, LLC History No change 9,121 1,987 0.29% 0.29% 1291 0 0.0% Q2 2026 Jul 31, 2026
Level Wealth Management LLC History No change 9,110 1,985 0.8% 0.8% 1292 0 0.0% Q2 2026 Jul 28, 2026
Hegarty Advisors, LLC History No change 9,108 1,984 1.37% 1.37% 1293 0 0.0% Q2 2026 Jul 27, 2026
RETIREMENT GUYS FORMULA LLC History No change 9,099 1,982 0.75% 0.75% 1294 0 0.0% Q2 2026 Jul 30, 2026
Pine Harbor Wealth Management, LLC History No change 9,088 1,980 0.53% 0.53% 1295 0 0.0% Q2 2026 Aug 13, 2026
Stonehearth Capital Management, LLC History No change 9,076 1,977 0.67% 0.67% 1296 0 0.0% Q2 2026 Jul 07, 2026
Wick Capital Partners, LLC History No change 9,071 1,976 0.3% 0.3% 1297 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 9,069 1,976 0.49% 0.49% 1298 0 0.0% Q2 2026 Jul 07, 2026
Salus Financial Advisors, LLC History No change 9,061 1,974 0.97% 0.97% 1299 0 0.0% Q2 2026 Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC History No change 9,048 1,973 0.29% 0.29% 1300 0 0.0% Q2 2026 Jul 27, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 9,040 1,970 0.53% 0.53% 1301 0 0.0% Q2 2026 Aug 07, 2026
Daybright Advisory Services, Inc. History No change 8,956 1,969 0.47% 0.47% 1302 0 0.0% Q2 2026 Aug 04, 2026
BLVD Private Wealth, LLC History No change 9,005 1,962 1.46% 1.46% 1303 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 8,961 1,957 0.62% 0.62% 1304 0 0.0% Q2 2026 Aug 14, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 8,918 1,943 0.1% 0.1% 1305 0 0.0% Q2 2026 Jul 13, 2026
DEUTSCHE BANK AG\ History No change 8,910 1,941 0.0% 0.0% 1306 0 0.0% Q2 2026 Aug 07, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 8,865 1,932 0.95% 0.95% 1307 0 0.0% Q2 2026 Jul 21, 2026
Iowa State Bank History No change 8,891 1,921 0.32% 0.32% 1308 0 0.0% Q3 2026 Oct 06, 2026
Fjell Capital, LLC History No change 8,793 1,916 1.31% 1.31% 1309 0 0.0% Q2 2026 Jul 15, 2026
Equity Wealth Partners, LLC History No change 8,782 1,913 0.69% 0.69% 1310 0 0.0% Q2 2026 Jul 27, 2026
Arbor Wealth Management LLC\AZ History No change 8,745 1,905 1.69% 1.69% 1311 0 0.0% Q2 2026 Aug 12, 2026
COZAD ASSET MANAGEMENT INC History No change 8,731 1,902 0.12% 0.12% 1312 0 0.0% Q2 2026 Aug 14, 2026
Seek First Inc. History No change 8,720 1,900 1.2% 1.2% 1313 0 0.0% Q2 2026 Jul 28, 2026
MidAtlantic Capital Management, Inc. History No change 8,711 1,898 1.18% 1.18% 1314 0 0.0% Q2 2026 Aug 10, 2026
Gerber Kawasaki Wealth & Investment Management History No change 8,680 1,891 0.05% 0.05% 1315 0 0.0% Q2 2026 Aug 07, 2026
John W. Brooker & Co., CPAs History No change 8,670 1,889 2.28% 2.28% 1316 0 0.0% Q2 2026 Jul 20, 2026
Sageworth Trust Co of South Dakota History No change 8,671 1,889 1.17% 1.17% 1317 0 0.0% Q2 2026 Jul 28, 2026
DAVIS R M INC History No change 8,659 1,887 0.03% 0.03% 1318 0 0.0% Q2 2026 Aug 14, 2026
Graney & King, LLC History No change 8,396 1,886 0.68% 0.68% 1319 0 0.0% Q2 2026 Aug 07, 2026
Guardian Asset Advisors, LLC History No change 8,652 1,885 0.87% 0.87% 1320 0 0.0% Q2 2026 Jul 21, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 8,726 1,879 0.11% 0.11% 1321 0 0.0% Q2 2026 Jul 29, 2026
WNY Asset Management, LLC History No change 8,619 1,878 0.17% 0.17% 1322 0 0.0% Q2 2026 Aug 17, 2026
VICTORY FINANCIAL GROUP, LLC History No change 8,572 1,868 0.2% 0.2% 1323 0 0.0% Q2 2026 Jul 28, 2026
Bay Capital Advisors, LLC History No change 8,563 1,866 1.0% 1.0% 1324 0 0.0% Q2 2026 Jul 21, 2026
Rockwood Wealth Management, LLC History No change 8,525 1,857 0.12% 0.12% 1325 0 0.0% Q2 2026 Jul 13, 2026
Curated Wealth Partners LLC History No change 8,516 1,856 0.21% 0.21% 1326 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Management, LLC History No change 8,506 1,853 0.63% 0.63% 1327 0 0.0% Q2 2026 Jul 07, 2026
Badgley Phelps Wealth Managers, LLC History No change 8,469 1,845 0.03% 0.03% 1328 0 0.0% Q2 2026 Jul 31, 2026
Allied Investment Advisors, LLC History No change 8,449 1,841 0.23% 0.23% 1329 0 0.0% Q2 2026 Jul 20, 2026
Brand Asset Management Group, Inc. History No change 8,438 1,838 0.41% 0.41% 1330 0 0.0% Q2 2026 Aug 12, 2026
Astra Wealth Partners LLC History No change 8,429 1,836 0.98% 0.98% 1331 0 0.0% Q2 2026 Aug 11, 2026
Wolff Financial Management LLC History No change 8,387 1,827 0.36% 0.36% 1332 0 0.0% Q2 2026 Jul 16, 2026
Asset One Wealth Management LLC History No change 8,384 1,823 0.19% 0.19% 1333 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 8,362 1,822 0.15% 0.15% 1334 0 0.0% Q2 2026 Aug 03, 2026
WESBANCO BANK INC History No change 8,334 1,816 0.05% 0.05% 1335 0 0.0% Q2 2026 Jul 28, 2026
VestGen Investment Management History No change 8,335 1,816 0.96% 0.96% 1336 0 0.0% Q2 2026 Jul 31, 2026
Englebert Financial Advisers, LLC History No change 8,324 1,814 1.79% 1.79% 1337 0 0.0% Q2 2026 Jul 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 8,179 1,813 0.22% 0.22% 1338 0 0.0% Q2 2026 Aug 12, 2026
Lifeworks Advisors, LLC History No change 8,311 1,811 0.19% 0.19% 1339 0 0.0% Q2 2026 Aug 14, 2026
Spartan Wealth Advisory Services LLC History No change 8,304 1,809 0.15% 0.15% 1340 0 0.0% Q2 2026 Aug 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 8,300 1,808 0.02% 0.02% 1341 0 0.0% Q2 2026 Aug 07, 2026
TIAA Wealth Investment Management LLC History No change 8,260 1,805 0.01% 0.01% 1342 0 0.0% Q2 2026 Aug 10, 2026
Fiduciary Alliance LLC History No change 8,272 1,802 0.12% 0.12% 1343 0 0.0% Q2 2026 Jul 20, 2026
Walkner Condon Financial Advisors LLC History No change 8,238 1,795 0.21% 0.21% 1344 0 0.0% Q2 2026 Jul 27, 2026
Keystone Wealth Services, LLC History No change 8,216 1,790 0.33% 0.33% 1345 0 0.0% Q2 2026 Aug 05, 2026
New England Private Wealth Advisors LLC History No change 8,092 1,788 0.17% 0.17% 1346 0 0.0% Q2 2026 Aug 04, 2026
BBR PARTNERS, LLC History No change 8,177 1,781 0.08% 0.08% 1347 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Wealth Advisors, LLC History No change 8,167 1,779 0.23% 0.23% 1348 0 0.0% Q2 2026 Jul 15, 2026
Columbus Macro, LLC History No change 8,167 1,779 0.17% 0.17% 1349 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Strategies, Inc. History No change 8,148 1,775 0.12% 0.12% 1350 0 0.0% Q2 2026 Jul 24, 2026
Michels Family Financial, LLC History No change 8,131 1,771 1.14% 1.14% 1351 0 0.0% Q2 2026 Aug 14, 2026
J. Derek Lewis & Associates Inc. History No change 8,064 1,757 0.33% 0.33% 1352 0 0.0% Q2 2026 Jul 31, 2026
Ethos Financial Group, LLC History No change 8,006 1,756 0.12% 0.12% 1353 0 0.0% Q2 2026 Aug 07, 2026
MASECO LLP History No change 8,058 1,755 0.05% 0.05% 1354 0 0.0% Q2 2026 Aug 05, 2026
Causey Wealth LLC History No change 8,035 1,751 0.68% 0.68% 1355 0 0.0% Q2 2026 Aug 11, 2026
RS CRUM INC. History No change 8,025 1,748 0.33% 0.33% 1356 0 0.0% Q2 2026 Aug 10, 2026
Graetz Wealth LLC History No change 8,007 1,744 1.39% 1.39% 1357 0 0.0% Q2 2026 Aug 13, 2026
Tennessee Valley Asset Management Partners History No change 8,001 1,743 0.19% 0.19% 1358 0 0.0% Q2 2026 Aug 10, 2026
TRUE Private Wealth Advisors History No change 7,998 1,742 0.15% 0.15% 1359 0 0.0% Q2 2026 Jul 23, 2026
Evolution Wealth Advisors, LLC History No change 7,980 1,739 0.2% 0.2% 1360 0 0.0% Q2 2026 Jul 29, 2026
Advisor OS, LLC History No change 7,932 1,728 0.12% 0.12% 1361 0 0.0% Q2 2026 Aug 05, 2026
Procyon Advisors, LLC History No change 7,924 1,726 0.07% 0.07% 1362 0 0.0% Q2 2026 Jul 09, 2026
Helium Advisors LLC History No change 7,885 1,718 1.43% 1.43% 1363 0 0.0% Q2 2026 Aug 11, 2026
Taylor Hoffman Capital Management LLC History No change 7,862 1,713 0.42% 0.42% 1364 0 0.0% Q2 2026 Aug 11, 2026
Geneva Partners, LLC History No change 7,851 1,710 0.46% 0.46% 1365 0 0.0% Q2 2026 Aug 10, 2026
KEB ASSET MANAGEMENT, LLC History No change 7,846 1,709 0.28% 0.28% 1366 0 0.0% Q2 2026 Jul 14, 2026
4Thought Financial Group Inc. History No change 7,838 1,708 0.8% 0.8% 1367 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 7,827 1,705 0.03% 0.03% 1368 0 0.0% Q2 2026 Aug 06, 2026
Hopwood Financial Services, Inc. History No change 7,762 1,691 0.98% 0.98% 1369 0 0.0% Q2 2026 Jul 22, 2026
Financial Perspectives, Inc History No change 7,758 1,690 0.41% 0.41% 1370 0 0.0% Q2 2026 Jul 24, 2026
Proactive Wealth Strategies LLC History No change 7,760 1,690 0.27% 0.27% 1371 0 0.0% Q2 2026 Aug 10, 2026
Trailhead Planners LLC History No change 7,723 1,683 1.63% 1.63% 1372 0 0.0% Q2 2026 Aug 06, 2026
RDA Financial Network History No change 7,717 1,681 0.37% 0.37% 1373 0 0.0% Q2 2026 Jul 06, 2026
Index Fund Advisors, Inc. History No change 7,708 1,679 0.07% 0.07% 1374 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History No change 7,663 1,669 0.14% 0.14% 1375 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 7,654 1,668 0.34% 0.34% 1376 0 0.0% Q2 2026 Jul 22, 2026
CHATHAM CAPITAL GROUP, INC. History No change 7,563 1,648 0.21% 0.21% 1377 0 0.0% Q2 2026 Jul 10, 2026
KLCM Advisors, Inc. History No change 7,543 1,643 0.13% 0.13% 1378 0 0.0% Q2 2026 Aug 06, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 7,530 1,641 0.08% 0.08% 1379 0 0.0% Q2 2026 Jul 08, 2026
BridgePort Financial Solutions, LLC History No change 7,525 1,639 0.42% 0.42% 1380 0 0.0% Q2 2026 Jul 24, 2026
CFS Investment Advisory Services, LLC History No change 7,468 1,636 0.11% 0.11% 1381 0 0.0% Q2 2026 Jul 16, 2026
Amplius Wealth Advisors, LLC History No change 7,487 1,631 0.12% 0.12% 1382 0 0.0% Q2 2026 Jul 17, 2026
KG Capital Management History No change 7,457 1,625 0.97% 0.97% 1383 0 0.0% Q2 2026 Aug 07, 2026
MTM Investment Management, LLC History No change 7,443 1,622 0.46% 0.46% 1384 0 0.0% Q2 2026 Aug 03, 2026
BAKER BOYER NATIONAL BANK History No change 7,418 1,616 0.44% 0.44% 1385 0 0.0% Q2 2026 Jul 27, 2026
Obermeyer Wealth Partners History No change 7,369 1,606 0.07% 0.07% 1386 0 0.0% Q2 2026 Jul 29, 2026
Alteri Wealth LLC History No change 7,360 1,604 0.44% 0.44% 1387 0 0.0% Q2 2026 Jul 29, 2026
May Hill Capital, LLC History No change 7,321 1,595 0.33% 0.33% 1388 0 0.0% Q2 2026 Aug 07, 2026
Charis Legacy Partners, LLC History No change 7,320 1,595 1.96% 1.96% 1389 0 0.0% Q2 2026 Jul 09, 2026
Cohen Investment Advisors LLC History No change 7,297 1,590 0.71% 0.71% 1390 0 0.0% Q2 2026 Jul 27, 2026
Finward Bancorp History No change 7,291 1,588 1.2% 1.2% 1391 0 0.0% Q2 2026 Jul 16, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,273 1,585 0.38% 0.38% 1392 0 0.0% Q2 2026 Aug 10, 2026
Freedom Financial Partners LLC History No change 7,256 1,581 0.52% 0.52% 1393 0 0.0% Q2 2026 Aug 06, 2026
MJP ASSOCIATES INC /ADV History No change 7,237 1,577 0.17% 0.17% 1394 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 7,239 1,577 0.09% 0.09% 1395 0 0.0% Q2 2026 Jul 31, 2026
Baring Financial LLC History Added to 7,275 1,571 0.84% 0.86% 1396 +94 1.31% Q3 2026 Oct 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 7,270 1,570 0.17% 0.17% 1398 +81 1.13% Q3 2026 Oct 07, 2026
Geometric Wealth Advisors History No change 7,206 1,570 0.17% 0.17% 1397 0 0.0% Q2 2026 Aug 11, 2026
Fort Sheridan Advisors LLC History No change 7,177 1,564 0.17% 0.17% 1399 0 0.0% Q2 2026 Aug 05, 2026
Strathmore Capital Advisors, Inc. History No change 7,120 1,556 0.42% 0.42% 1400 0 0.0% Q2 2026 Aug 10, 2026
Mission Creek Capital Partners, Inc. History No change 7,130 1,553 0.27% 0.27% 1401 0 0.0% Q2 2026 Aug 14, 2026
Lavaca Capital LLC History No change 7,100 1,547 0.15% 0.15% 1402 0 0.0% Q2 2026 Aug 14, 2026
WP Advisors, LLC History No change 7,078 1,542 0.37% 0.37% 1403 0 0.0% Q2 2026 Jul 29, 2026
Camelot Portfolios, LLC History No change 7,072 1,541 1.08% 1.08% 1404 0 0.0% Q2 2026 Jul 17, 2026
Carl P. Sherr & Co., LLC History No change 7,070 1,540 0.65% 0.65% 1405 0 0.0% Q2 2026 Jul 31, 2026
Portfolio Resources Advisor Group, Inc. History No change 7,070 1,540 1.3% 1.3% 1406 0 0.0% Q2 2026 Jul 29, 2026
Journey Advisory Group, LLC History No change 7,055 1,537 0.12% 0.12% 1407 0 0.0% Q2 2026 Aug 04, 2026
Fairscale Capital, LLC History No change 7,050 1,536 0.92% 0.92% 1408 0 0.0% Q2 2026 Aug 07, 2026
SIMA Wealth Partners, LLC History No change 7,016 1,529 1.08% 1.08% 1409 0 0.0% Q2 2026 Jul 28, 2026
True Link Financial Advisors, LLC History No change 7,016 1,528 0.09% 0.09% 1410 0 0.0% Q2 2026 Jul 31, 2026
Essex LLC History No change 6,993 1,524 0.23% 0.23% 1411 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,982 1,521 0.01% 0.01% 1412 0 0.0% Q2 2026 Aug 11, 2026
Ted Buchan & Co History No change 6,984 1,521 0.5% 0.5% 1413 0 0.0% Q2 2026 Jul 23, 2026
Clearwave Capital, LLC History No change 6,981 1,521 0.84% 0.84% 1414 0 0.0% Q2 2026 Jul 17, 2026
CRA Financial Services, LLC History No change 6,939 1,512 0.17% 0.17% 1415 0 0.0% Q2 2026 Jul 24, 2026
Clarity Retirement & Wealth, LLC History No change 6,938 1,511 1.04% 1.04% 1416 0 0.0% Q2 2026 Jul 30, 2026
Ponta Wealth Partners, LLC History No change 6,936 1,511 0.81% 0.81% 1417 0 0.0% Q2 2026 Aug 12, 2026
Summit Investment Advisory Services, LLC History No change 6,921 1,508 0.38% 0.38% 1418 0 0.0% Q2 2026 Jul 24, 2026
Midwest Financial Group LLC History No change 6,895 1,502 0.53% 0.53% 1419 0 0.0% Q2 2026 Jul 21, 2026
Net Worth Advisory Group History No change 6,871 1,497 0.38% 0.38% 1420 0 0.0% Q2 2026 Jul 13, 2026
Fairman Group, LLC History No change 6,859 1,494 1.17% 1.17% 1421 0 0.0% Q2 2026 Aug 04, 2026
Haverford Trust Co History No change 6,848 1,492 0.01% 0.01% 1422 0 0.0% Q2 2026 Aug 12, 2026
Wealthcare Capital Partners, LLC History No change 6,847 1,492 0.62% 0.62% 1423 0 0.0% Q2 2026 Jul 09, 2026
BURNS J W & CO INC/NY History No change 6,801 1,482 0.15% 0.15% 1424 0 0.0% Q2 2026 Jul 15, 2026
Aspen Capital Management, LLC History No change 6,712 1,462 0.32% 0.32% 1425 0 0.0% Q2 2026 Aug 04, 2026
Vawter Financial, Ltd. History No change 6,684 1,456 0.55% 0.55% 1426 0 0.0% Q2 2026 Jul 24, 2026
NORDEN GROUP LLC History No change 6,682 1,456 0.12% 0.12% 1427 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 6,662 1,451 0.03% 0.03% 1428 0 0.0% Q2 2026 Jul 31, 2026
Crescent Grove Advisors, LLC History No change 6,661 1,451 0.12% 0.12% 1429 0 0.0% Q2 2026 Aug 10, 2026
Global Financial Private Client, LLC History No change 6,628 1,444 0.39% 0.39% 1430 0 0.0% Q2 2026 Jul 20, 2026
WIMMER ASSOCIATES 1, LLC History No change 6,616 1,441 0.65% 0.65% 1431 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 6,564 1,430 0.28% 0.28% 1432 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 6,557 1,429 0.16% 0.16% 1433 0 0.0% Q2 2026 Jul 31, 2026
Gladwyn Financial Advisors, Inc. History Added to 6,611 1,428 0.91% 0.9% 1434 +11 0.17% Q3 2026 Oct 05, 2026
Venturi Wealth Management, LLC History No change 6,541 1,425 0.06% 0.06% 1435 0 0.0% Q2 2026 Jul 20, 2026
Platform Technology Partners History No change 6,538 1,424 0.23% 0.23% 1436 0 0.0% Q2 2026 Jul 24, 2026
GuidedMoney, LLC History No change 6,511 1,418 0.66% 0.66% 1437 0 0.0% Q2 2026 Jul 28, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,480 1,412 0.12% 0.12% 1438 0 0.0% Q2 2026 Jul 14, 2026
Permanent Capital Management, LP History No change 6,480 1,412 0.19% 0.19% 1439 0 0.0% Q2 2026 Aug 12, 2026
Rathbones Group PLC History No change 6,461 1,408 0.01% 0.01% 1440 0 0.0% Q2 2026 Jul 23, 2026
FOSTER & MOTLEY INC History No change 6,458 1,407 0.06% 0.06% 1441 0 0.0% Q2 2026 Aug 07, 2026
PECAUT & CO. History No change 6,454 1,406 0.43% 0.43% 1442 0 0.0% Q2 2026 Aug 03, 2026
Hoxton Planning & Management, LLC History No change 6,445 1,404 0.37% 0.37% 1443 0 0.0% Q2 2026 Jul 16, 2026
Elevated Financial Group LLC History No change 6,439 1,403 0.38% 0.38% 1444 0 0.0% Q2 2026 Jul 22, 2026
WORLD EQUITY GROUP, INC. History No change 6,420 1,399 0.31% 0.31% 1445 0 0.0% Q2 2026 Jul 09, 2026
Bank OZK History No change 6,368 1,387 0.41% 0.41% 1446 0 0.0% Q2 2026 Aug 17, 2026
Aspen Wealth Management LLC History No change 6,368 1,387 0.24% 0.24% 1447 0 0.0% Q2 2026 Jul 31, 2026
ENTREWEALTH, LLC History No change 6,202 1,385 0.51% 0.51% 1448 0 0.0% Q2 2026 Aug 13, 2026
Rede Wealth, LLC History No change 6,349 1,383 0.46% 0.46% 1449 0 0.0% Q2 2026 Aug 03, 2026
Silver Coast Investments LLC History No change 6,341 1,382 0.41% 0.41% 1450 0 0.0% Q2 2026 Jul 24, 2026
Selective Wealth Management, Inc. History No change 6,331 1,379 0.36% 0.36% 1451 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 6,316 1,376 0.01% 0.01% 1452 0 0.0% Q2 2026 Jul 27, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 6,291 1,371 0.5% 0.5% 1453 0 0.0% Q2 2026 Jul 08, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 6,293 1,371 0.49% 0.49% 1454 0 0.0% Q2 2026 Aug 11, 2026
Wealth Management Partners, LLC History No change 6,290 1,370 0.32% 0.32% 1455 0 0.0% Q2 2026 Jul 22, 2026
Kapstone Financial Advisors LLC History No change 6,249 1,361 0.57% 0.57% 1456 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 6,228 1,357 0.12% 0.12% 1457 0 0.0% Q2 2026 Aug 07, 2026
Marks Group Wealth Management, Inc History No change 6,223 1,356 0.12% 0.12% 1458 0 0.0% Q2 2026 Jul 27, 2026
ROBERTS GLORE & CO INC /IL/ History No change 6,220 1,355 0.34% 0.34% 1459 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 6,203 1,351 0.02% 0.02% 1460 0 0.0% Q2 2026 Jul 24, 2026
GERBER, LLC History No change 6,200 1,351 0.64% 0.64% 1461 0 0.0% Q2 2026 Jul 29, 2026
Woodside Wealth Management LLC History No change 6,203 1,351 0.94% 0.94% 1462 0 0.0% Q2 2026 Jul 24, 2026
Breakwater Investment Management History No change 6,198 1,350 0.46% 0.46% 1463 0 0.0% Q2 2026 Aug 06, 2026
Ballast Rock Private Wealth LLC History No change 6,195 1,350 0.62% 0.62% 1464 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 6,198 1,348 0.05% 0.05% 1465 0 0.0% Q2 2026 Aug 05, 2026
Tanglewood Legacy Advisors, LLC History No change 6,137 1,337 0.43% 0.43% 1466 0 0.0% Q2 2026 Aug 10, 2026
Colter Lewis Investment Partners LLC History No change 6,136 1,337 0.59% 0.59% 1467 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 6,126 1,335 1.47% 1.47% 1468 0 0.0% Q2 2026 Aug 10, 2026
Battery Global Advisors, LLC History No change 6,113 1,332 0.67% 0.67% 1469 0 0.0% Q2 2026 Aug 12, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 5,897 1,331 0.43% 0.43% 1470 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 6,102 1,330 0.03% 0.03% 1471 0 0.0% Q2 2026 Aug 11, 2026
Parsonex Advisory Services, Inc. History No change 6,081 1,325 1.15% 1.15% 1472 0 0.0% Q2 2026 Aug 10, 2026
InvesTrust History No change 6,057 1,320 0.51% 0.51% 1473 0 0.0% Q2 2026 Jul 14, 2026
Downshift Financial, LLC History No change 6,053 1,319 0.59% 0.59% 1474 0 0.0% Q2 2026 Aug 12, 2026
Advance Capital Management, Inc. History No change 6,049 1,318 0.04% 0.04% 1475 0 0.0% Q2 2026 Aug 12, 2026
Capstone Wealth Management Group, Inc. History No change 6,035 1,315 0.79% 0.79% 1476 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, LLC History No change 6,032 1,314 0.07% 0.07% 1477 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 5,537 1,310 0.01% 0.01% 1478 0 0.0% Q2 2026 Aug 13, 2026
Good Harbor Advisors, Inc. History No change 5,993 1,306 1.28% 1.28% 1479 0 0.0% Q2 2026 Jul 17, 2026
Maridea Wealth Management LLC History No change 5,991 1,305 0.14% 0.14% 1480 0 0.0% Q2 2026 Aug 06, 2026
CALTON & ASSOCIATES, INC. History No change 5,987 1,304 0.19% 0.19% 1481 0 0.0% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History No change 5,984 1,304 0.14% 0.14% 1482 0 0.0% Q2 2026 Jul 23, 2026
1ST SOURCE BANK History No change 5,982 1,303 0.06% 0.06% 1483 0 0.0% Q2 2026 Aug 06, 2026
Evernest Financial Advisors, LLC History No change 5,972 1,301 0.27% 0.27% 1484 0 0.0% Q2 2026 Aug 05, 2026
Rather & Kittrell, Inc. History No change 5,960 1,298 0.18% 0.18% 1485 0 0.0% Q2 2026 Aug 12, 2026
Icon Wealth Advisors, LLC History No change 5,916 1,289 0.08% 0.08% 1486 0 0.0% Q2 2026 Aug 05, 2026
Purkiss Capital Advisors LLC History No change 5,916 1,289 0.49% 0.49% 1487 0 0.0% Q2 2026 Jul 30, 2026
Forum Financial Management, LP History No change 5,909 1,287 0.02% 0.02% 1488 0 0.0% Q2 2026 Jul 23, 2026
DARA CAPITAL US, INC. History No change 5,905 1,286 0.89% 0.89% 1489 0 0.0% Q2 2026 Jul 23, 2026
Keener Financial Planning LLC History No change 5,901 1,286 0.46% 0.46% 1490 0 0.0% Q2 2026 Jul 31, 2026
Hudock, Inc. History No change 5,898 1,285 0.16% 0.16% 1491 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 5,889 1,283 0.06% 0.06% 1492 0 0.0% Q2 2026 Aug 06, 2026
Abbot Financial Management, Inc. History No change 5,842 1,273 0.43% 0.43% 1493 0 0.0% Q2 2026 Aug 06, 2026
Ally Invest Advisors Inc. History No change 5,814 1,266 0.08% 0.08% 1494 0 0.0% Q2 2026 Aug 13, 2026
Ardent Capital Management, Inc. History No change 5,790 1,261 0.52% 0.52% 1495 0 0.0% Q2 2026 Jul 20, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 5,786 1,260 0.58% 0.58% 1496 0 0.0% Q2 2026 Sep 18, 2026
Murphy Pohlad Asset Management LLC History No change 5,781 1,259 0.44% 0.44% 1497 0 0.0% Q2 2026 Jul 21, 2026
EHRLICH FINANCIAL GROUP History No change 5,773 1,258 0.65% 0.65% 1498 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 5,770 1,257 0.68% 0.68% 1499 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Added to 5,809 1,255 0.02% 0.01% 1500 +2,768 91.02% Q3 2026 Oct 05, 2026
CIBC WORLD MARKET INC. History No change 5,755 1,254 0.0% 0.0% 1501 0 0.0% Q2 2026 Aug 13, 2026
Osprey Private Wealth LLC History No change 5,757 1,254 0.32% 0.32% 1502 0 0.0% Q2 2026 Aug 03, 2026
Approach Retirement Advisors, LLC History No change 5,750 1,253 0.91% 0.91% 1503 0 0.0% Q2 2026 Jul 15, 2026
Independent Wealth Advisors LLC History No change 5,747 1,252 1.13% 1.13% 1504 0 0.0% Q2 2026 Jul 27, 2026
Bedel Financial Consulting, Inc. History No change 5,734 1,249 0.12% 0.12% 1505 0 0.0% Q2 2026 Jul 29, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5,726 1,247 0.28% 0.28% 1506 0 0.0% Q2 2026 Sep 02, 2026
Planning Strategies Inc. History Added to 5,769 1,246 0.74% 0.41% 1508 +2,756 91.47% Q3 2026 Oct 02, 2026
BRAVE ASSET MANAGEMENT INC History No change 5,719 1,246 0.27% 0.27% 1507 0 0.0% Q2 2026 Jul 08, 2026
Mraz, Amerine & Associates, Inc. History No change 5,716 1,245 0.18% 0.18% 1509 0 0.0% Q2 2026 Jul 16, 2026
Petix & Botte Co History No change 5,712 1,244 0.25% 0.25% 1510 0 0.0% Q2 2026 Aug 04, 2026
Unconventional Investor, LLC History No change 5,700 1,242 0.51% 0.51% 1511 0 0.0% Q2 2026 Aug 18, 2026
KPP Advisory Services LLC History No change 5,685 1,238 0.16% 0.16% 1512 0 0.0% Q2 2026 Jul 24, 2026
MB Generational Wealth, LLC History No change 5,667 1,235 0.61% 0.61% 1513 0 0.0% Q2 2026 Jul 31, 2026
Mission Financial Group, LLC History No change 5,659 1,233 1.02% 1.02% 1514 0 0.0% Q2 2026 Aug 12, 2026
Aegis Wealth Management LLC History No change 5,637 1,228 0.58% 0.58% 1515 0 0.0% Q2 2026 Aug 07, 2026
Cannon Financial Strategists, Inc. History No change 5,631 1,227 0.14% 0.14% 1516 0 0.0% Q2 2026 Aug 07, 2026
Magnolia Private Wealth, LLC History No change 5,628 1,226 0.67% 0.67% 1517 0 0.0% Q2 2026 Aug 05, 2026
Texas Bank & Trust Co History No change 5,618 1,224 0.4% 0.4% 1518 0 0.0% Q2 2026 Jul 31, 2026
Alesco Advisors, LLC, An ESL Co History No change 5,616 1,223 0.03% 0.03% 1519 0 0.0% Q2 2026 Aug 05, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 5,624 1,222 0.14% 0.14% 1520 0 0.0% Q2 2026 Jul 07, 2026
Bull Oak Capital, LLC History No change 5,606 1,221 0.41% 0.41% 1521 0 0.0% Q2 2026 Aug 10, 2026
Bridgewater Advisors Inc. History No change 5,525 1,220 0.07% 0.07% 1522 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 5,601 1,220 0.07% 0.07% 1523 0 0.0% Q2 2026 Aug 05, 2026
BigSur Wealth Management LLC History No change 5,600 1,220 0.29% 0.29% 1524 0 0.0% Q2 2026 Jul 14, 2026
Cedar Mountain Advisors, LLC History No change 5,600 1,220 0.21% 0.21% 1525 0 0.0% Q2 2026 Jul 02, 2026
LAM GROUP, INC. History No change 5,599 1,220 0.61% 0.61% 1526 0 0.0% Q2 2026 Jul 10, 2026
Checchi Capital Advisers, LLC History No change 5,535 1,206 0.05% 0.05% 1527 0 0.0% Q2 2026 Aug 04, 2026
LIBRA WEALTH LLC History No change 5,518 1,202 0.31% 0.31% 1528 0 0.0% Q2 2026 Aug 06, 2026
M3 Advisory Group, LLC History No change 5,514 1,201 0.62% 0.62% 1529 0 0.0% Q2 2026 Jul 24, 2026
Berkeley Capital Partners, LLC History No change 5,502 1,199 0.25% 0.25% 1530 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 5,500 1,198 0.0% 0.0% 1531 0 0.0% Q2 2026 Aug 14, 2026
LaFleur & Godfrey LLC History No change 5,487 1,195 0.14% 0.14% 1532 0 0.0% Q2 2026 Jul 15, 2026
PATRON PARTNERS, LLC History No change 5,476 1,193 0.46% 0.46% 1533 0 0.0% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History No change 5,466 1,191 0.47% 0.47% 1534 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Capital Partners, LLC History No change 5,459 1,189 0.25% 0.25% 1535 0 0.0% Q2 2026 Aug 14, 2026
Ariston Services Group History No change 5,460 1,189 0.66% 0.66% 1536 0 0.0% Q2 2026 Jul 27, 2026
ROMAN BUTLER FULLERTON & CO History No change 5,415 1,187 0.28% 0.28% 1537 0 0.0% Q2 2026 Aug 06, 2026
Western Reserve Capital Management, LLC History No change 5,440 1,185 0.88% 0.88% 1538 0 0.0% Q2 2026 Jul 21, 2026
Ballast Financial Advisors LLC History No change 5,409 1,178 1.07% 1.07% 1539 0 0.0% Q2 2026 Aug 13, 2026
TrustBank History No change 5,404 1,177 0.4% 0.4% 1540 0 0.0% Q2 2026 Jul 20, 2026
Lotus Asset Management LLC History No change 5,404 1,177 1.04% 1.04% 1541 0 0.0% Q2 2026 Sep 09, 2026
Armbruster Capital Management, Inc. History No change 5,387 1,173 0.17% 0.17% 1542 0 0.0% Q2 2026 Jul 16, 2026
Creekside Partners History No change 5,381 1,172 0.42% 0.42% 1543 0 0.0% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History No change 5,358 1,167 0.15% 0.15% 1544 0 0.0% Q2 2026 Aug 04, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 5,353 1,166 0.18% 0.18% 1545 0 0.0% Q2 2026 Aug 06, 2026
Serenus Wealth Advisors, LLC History No change 5,342 1,164 0.2% 0.2% 1546 0 0.0% Q2 2026 Aug 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,320 1,159 0.07% 0.07% 1547 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL TRUST CO History No change 5,317 1,158 0.04% 0.04% 1548 0 0.0% Q2 2026 Jul 30, 2026
626 Financial, LLC History No change 5,287 1,152 0.45% 0.45% 1549 0 0.0% Q2 2026 Jul 27, 2026
Robinhood Asset Management, LLC History No change 5,281 1,150 0.06% 0.06% 1550 0 0.0% Q2 2026 Aug 11, 2026
National Wealth Management Group, LLC History No change 5,263 1,146 0.35% 0.35% 1551 0 0.0% Q2 2026 Jul 14, 2026
X-Square Capital, LLC History No change 5,242 1,142 0.29% 0.29% 1552 0 0.0% Q2 2026 Aug 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 5,232 1,140 0.19% 0.19% 1553 0 0.0% Q2 2026 Jul 21, 2026
PKS Advisory Services, LLC History No change 5,229 1,139 0.18% 0.18% 1554 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 5,237 1,138 0.0% 0.0% 1555 0 0.0% Q2 2026 Jul 27, 2026
CWC Advisors, LLC. History No change 5,221 1,137 0.5% 0.5% 1556 0 0.0% Q2 2026 Jul 21, 2026
Onyx Bridge Wealth Group LLC History No change 5,215 1,136 0.1% 0.1% 1557 0 0.0% Q2 2026 Jul 23, 2026
Summit Wealth Partners, LLC History No change 5,205 1,134 0.16% 0.16% 1558 0 0.0% Q2 2026 Aug 03, 2026
TFB Advisors LLC History No change 5,198 1,132 0.5% 0.5% 1559 0 0.0% Q2 2026 Aug 06, 2026
Annandale Capital, LLC History No change 5,187 1,130 0.15% 0.15% 1560 0 0.0% Q2 2026 Aug 13, 2026
Syntegra Private Wealth Group, LLC History No change 5,179 1,128 0.09% 0.09% 1561 0 0.0% Q2 2026 Jul 15, 2026
Guardian Capital, LLC History No change 5,176 1,127 0.92% 0.92% 1562 0 0.0% Q2 2026 Aug 07, 2026
Intrua Financial, LLC History No change 5,170 1,126 0.1% 0.1% 1563 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 5,730 1,124 0.19% 0.19% 1564 0 0.0% Q2 2026 Aug 03, 2026
Longview Financial Advisors, Inc. History No change 5,158 1,124 0.66% 0.66% 1565 0 0.0% Q2 2026 Jul 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 5,155 1,123 0.02% 0.02% 1566 0 0.0% Q2 2026 Aug 03, 2026
Copia Wealth Management History No change 5,143 1,120 0.67% 0.67% 1567 0 0.0% Q2 2026 Aug 17, 2026
Basecamp Wealth Advisors LLC History No change 5,136 1,119 0.21% 0.21% 1568 0 0.0% Q2 2026 Aug 14, 2026
Brown Miller Wealth Management, LLC History No change 5,122 1,116 0.28% 0.28% 1569 0 0.0% Q2 2026 Jul 16, 2026
Richmond Investment Services, LLC History No change 5,125 1,116 0.35% 0.35% 1570 0 0.0% Q2 2026 Jul 27, 2026
Aurelius Family Office LLC History No change 5,109 1,113 0.44% 0.44% 1571 0 0.0% Q2 2026 Jul 13, 2026
FC Advisory LLC History Added to 5,150 1,112 0.29% 0.3% 1573 +38 0.74% Q3 2026 Oct 05, 2026
CORDA Investment Management, LLC. History No change 5,107 1,112 0.07% 0.07% 1572 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 5,098 1,110 0.07% 0.07% 1574 0 0.0% Q2 2026 Aug 12, 2026
Elgethun Capital Management History No change 5,087 1,108 0.15% 0.15% 1575 0 0.0% Q2 2026 Jul 29, 2026
Peak Financial Management, Inc. History No change 5,070 1,105 0.25% 0.25% 1576 0 0.0% Q2 2026 Jul 20, 2026
Smith Asset Management Co., LLC History No change 5,071 1,105 0.87% 0.87% 1577 0 0.0% Q2 2026 Jul 14, 2026
TrustWell Financial Advisors, LLC History No change 5,067 1,104 0.94% 0.94% 1578 0 0.0% Q2 2026 Jul 22, 2026
ANCHYRA PARTNERS LLC History No change 5,062 1,103 0.26% 0.26% 1579 0 0.0% Q2 2026 Jul 23, 2026
Oak Wealth Advisors LLC History No change 5,055 1,101 0.53% 0.53% 1580 0 0.0% Q2 2026 Jul 22, 2026
THOMPSON DAVIS & CO., INC. History No change 5,050 1,100 0.66% 0.66% 1581 0 0.0% Q2 2026 Jul 29, 2026
Heritage Investment Group, Inc. History No change 4,999 1,089 0.15% 0.15% 1582 0 0.0% Q2 2026 Jul 29, 2026
Heritage Wealth Management, Inc. /CA/ History No change 4,994 1,088 0.41% 0.41% 1583 0 0.0% Q2 2026 Jul 22, 2026
James J. Burns & Company, LLC History No change 4,969 1,082 0.12% 0.12% 1584 0 0.0% Q2 2026 Aug 06, 2026
Johnson Wealth Management, LLC History No change 4,945 1,077 0.46% 0.46% 1585 0 0.0% Q2 2026 Aug 06, 2026
Round Rock Advisors LLC History No change 4,939 1,076 0.14% 0.14% 1586 0 0.0% Q2 2026 Aug 12, 2026
First National Advisers, LLC History No change 4,922 1,072 0.15% 0.15% 1587 0 0.0% Q2 2026 Jul 21, 2026
Triad Wealth Partners, LLC History No change 4,842 1,070 0.06% 0.06% 1588 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History No change 4,897 1,067 0.11% 0.11% 1589 0 0.0% Q2 2026 Jul 30, 2026
Lumbard & Kellner, LLC History No change 4,893 1,066 0.32% 0.32% 1590 0 0.0% Q2 2026 Aug 06, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,887 1,065 0.06% 0.06% 1591 0 0.0% Q2 2026 Aug 14, 2026
Briggs Wealth Management, Inc History No change 4,874 1,062 0.97% 0.97% 1592 0 0.0% Q2 2026 Aug 06, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 4,863 1,059 0.72% 0.72% 1593 0 0.0% Q2 2026 Jul 22, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 4,856 1,058 0.28% 0.28% 1594 0 0.0% Q2 2026 Jul 09, 2026
Legacy Wealth Managment, LLC/ID History No change 4,858 1,058 0.44% 0.44% 1595 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 4,844 1,056 0.35% 0.35% 1596 0 0.0% Q2 2026 Aug 12, 2026
Essex Bank History No change 4,845 1,055 0.23% 0.23% 1597 0 0.0% Q2 2026 Jul 23, 2026
Quarry LP History No change 4,839 1,054 0.09% 0.09% 1598 0 0.0% Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History No change 4,833 1,053 0.06% 0.06% 1599 0 0.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History No change 4,833 1,053 0.05% 0.05% 1600 0 0.0% Q2 2026 Jul 20, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 4,858 1,050 0.68% 0.66% 1601 -80 -1.62% Q3 2026 Oct 07, 2026
Aprio Wealth Management, LLC History No change 4,817 1,049 0.05% 0.05% 1602 0 0.0% Q2 2026 Jul 24, 2026
Tenon Financial LLC History No change 4,795 1,045 0.34% 0.34% 1603 0 0.0% Q2 2026 Jul 24, 2026
Jackson, Grant Investment Advisers, Inc. History No change 4,778 1,041 0.32% 0.32% 1604 0 0.0% Q2 2026 Jul 31, 2026
Northwest Bancshares, Inc. History No change 4,753 1,035 0.19% 0.19% 1605 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 4,717 1,034 0.03% 0.03% 1606 0 0.0% Q2 2026 Jul 14, 2026
Alaska Wealth Advisors, LLC History No change 4,745 1,034 0.11% 0.11% 1607 0 0.0% Q2 2026 Aug 11, 2026
Silver Oak Advisory Group, Inc. History No change 4,729 1,030 0.41% 0.41% 1608 0 0.0% Q2 2026 Jul 31, 2026
AMG Asset Management Group, Inc. History No change 4,724 1,029 0.64% 0.64% 1609 0 0.0% Q2 2026 Jul 29, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 4,715 1,027 0.35% 0.35% 1610 0 0.0% Q2 2026 Jul 21, 2026
Odyssey Capital Advisors, Inc. History No change 4,716 1,027 0.74% 0.74% 1611 0 0.0% Q2 2026 Jul 31, 2026
Detalus Advisors, LLC History No change 4,704 1,025 0.2% 0.2% 1612 0 0.0% Q2 2026 Jul 27, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 4,692 1,022 0.04% 0.04% 1613 0 0.0% Q2 2026 Jul 13, 2026
Carolina Wealth Management Inc History No change 4,694 1,022 0.47% 0.47% 1614 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 4,683 1,020 0.04% 0.04% 1615 0 0.0% Q2 2026 Aug 14, 2026
American Money Management, LLC History No change 4,683 1,020 0.15% 0.15% 1616 0 0.0% Q2 2026 Aug 13, 2026
Southland Equity Partners LLC History No change 4,684 1,020 0.18% 0.18% 1617 0 0.0% Q2 2026 Jul 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,632 1,017 0.02% 0.02% 1618 0 0.0% Q2 2026 Jul 27, 2026
O'Connor Financial Group LLC History No change 4,670 1,017 0.36% 0.36% 1619 0 0.0% Q2 2026 Jul 17, 2026
Owen LaRue, LLC History No change 4,666 1,016 0.35% 0.35% 1620 0 0.0% Q2 2026 Jul 22, 2026
tru Independence LLC History No change 4,662 1,015 0.44% 0.44% 1621 0 0.0% Q2 2026 Aug 10, 2026
Fort Point Capital Partners LLC History No change 4,655 1,014 0.07% 0.07% 1622 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 4,645 1,012 0.17% 0.17% 1623 0 0.0% Q2 2026 Aug 05, 2026
Investments & Financial Planning, LLC History No change 4,644 1,012 0.48% 0.48% 1624 0 0.0% Q2 2026 Aug 12, 2026
Convergence Financial, LLC History No change 4,646 1,012 0.08% 0.08% 1625 0 0.0% Q2 2026 Aug 05, 2026
NORTHLAND SECURITIES, INC. History No change 4,641 1,011 0.59% 0.59% 1626 0 0.0% Q2 2026 Aug 04, 2026
Waterfront Wealth Inc. History No change 4,611 1,010 0.16% 0.16% 1627 0 0.0% Q2 2026 Jul 30, 2026
Smith Salley Wealth Management History No change 4,633 1,009 0.04% 0.04% 1628 0 0.0% Q2 2026 Jul 23, 2026
Caitlin John, LLC History No change 4,618 1,006 0.55% 0.55% 1629 0 0.0% Q2 2026 Aug 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,617 1,005 0.0% 0.0% 1630 0 0.0% Q2 2026 Aug 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 4,633 1,001 0.01% 0.01% 1631 -101 -2.13% Q3 2026 Oct 05, 2026
EAGLE GLOBAL ADVISORS LLC History No change 4,593 1,000 0.03% 0.03% 1632 0 0.0% Q2 2026 Jul 30, 2026
Conservest Capital Advisors, Inc. History No change 4,592 1,000 0.08% 0.08% 1633 0 0.0% Q2 2026 Jul 22, 2026
Abound Wealth Management History No change 4,592 1,000 0.2% 0.2% 1634 0 0.0% Q2 2026 Jul 10, 2026
Baron Wealth Management LLC History No change 4,573 996 0.26% 0.26% 1635 0 0.0% Q2 2026 Jul 07, 2026
Conrad Siegel Investment Advisors, Inc. History No change 4,562 994 0.16% 0.16% 1636 0 0.0% Q2 2026 Jul 17, 2026
Golden State Wealth Management, LLC History No change 4,554 992 0.09% 0.09% 1637 0 0.0% Q2 2026 Jul 22, 2026
OFC FINANCIAL PLANNING, LLC History No change 4,552 992 0.88% 0.88% 1638 0 0.0% Q2 2026 Aug 05, 2026
Curtis Advisory Group, LLC History No change 4,523 985 0.19% 0.19% 1639 0 0.0% Q2 2026 Jul 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 4,512 983 0.37% 0.37% 1640 0 0.0% Q2 2026 Aug 05, 2026
Galvin, Gaustad & Stein, LLC History No change 4,515 983 0.07% 0.07% 1641 0 0.0% Q2 2026 Jul 29, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 4,506 981 0.4% 0.4% 1642 0 0.0% Q2 2026 Sep 18, 2026
Barry Investment Advisors, LLC History No change 4,494 979 0.2% 0.2% 1643 0 0.0% Q2 2026 Jul 09, 2026
Colorado Capital Management, Inc. History No change 4,494 979 0.33% 0.33% 1644 0 0.0% Q2 2026 Jul 08, 2026
Symphony Financial, Ltd. Co. History No change 4,492 979 0.11% 0.11% 1645 0 0.0% Q2 2026 Aug 03, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 4,495 979 0.15% 0.15% 1646 0 0.0% Q2 2026 Jul 15, 2026
Verity Asset Management, Inc. History No change 4,489 978 0.37% 0.37% 1647 0 0.0% Q2 2026 Aug 13, 2026
Arsenal Capital Advisors LLC History No change 4,490 978 0.58% 0.58% 1648 0 0.0% Q2 2026 Aug 11, 2026
Compass Financial Group, Inc. (Ohio) History No change 4,487 977 0.65% 0.65% 1649 0 0.0% Q2 2026 Aug 12, 2026
SUTTON PLACE INVESTORS LLC History No change 4,479 976 0.47% 0.47% 1650 0 0.0% Q2 2026 Aug 06, 2026
HORAN Wealth, LLC History No change 4,468 973 0.12% 0.12% 1651 0 0.0% Q2 2026 Aug 26, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 4,432 965 0.0% 0.0% 1652 0 0.0% Q2 2026 Aug 03, 2026
Roehl & Yi Investment Advisors, LLC History No change 4,429 965 0.32% 0.32% 1653 0 0.0% Q2 2026 Aug 13, 2026
Harpswell Capital Advisors, LLC History No change 4,425 964 0.62% 0.62% 1654 0 0.0% Q2 2026 Aug 05, 2026
HBW ADVISORY SERVICES LLC History No change 4,419 962 0.09% 0.09% 1655 0 0.0% Q2 2026 Jul 16, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 4,401 959 0.64% 0.64% 1656 0 0.0% Q2 2026 Aug 05, 2026
Independent Wealth Network Inc. History No change 4,395 957 0.24% 0.24% 1657 0 0.0% Q2 2026 Jul 20, 2026
HARRIS ASSOCIATES L P History No change 4,390 956 0.0% 0.0% 1658 0 0.0% Q2 2026 Aug 14, 2026
FSA Advisors, Inc. History No change 4,384 955 0.44% 0.44% 1659 0 0.0% Q2 2026 Aug 17, 2026
Ullmann Wealth Partners Group, LLC History No change 4,380 954 0.09% 0.09% 1660 0 0.0% Q2 2026 Aug 10, 2026
Outbound Financial Inc History No change 4,381 954 0.62% 0.62% 1661 0 0.0% Q2 2026 Jul 15, 2026
Horizon Investment Services, LLC History No change 4,373 953 0.27% 0.27% 1662 0 0.0% Q2 2026 Aug 06, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 4,372 952 0.25% 0.25% 1663 0 0.0% Q2 2026 Aug 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 4,359 950 0.39% 0.39% 1664 0 0.0% Q2 2026 Aug 11, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 4,355 949 0.19% 0.19% 1665 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 4,337 945 0.02% 0.02% 1666 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 4,330 943 0.03% 0.03% 1667 0 0.0% Q2 2026 Jul 24, 2026
Foundation Wealth Management, LLC\PA History No change 4,318 941 0.28% 0.28% 1668 0 0.0% Q2 2026 Jul 21, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 4,310 939 0.0% 0.0% 1669 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 4,259 936 0.19% 0.19% 1670 0 0.0% Q2 2026 Aug 06, 2026
Ashford Advisors, LLC History No change 4,293 935 0.19% 0.19% 1671 0 0.0% Q2 2026 Aug 06, 2026
Stelac Advisory Services LLC History No change 4,274 931 0.17% 0.17% 1672 0 0.0% Q2 2026 Aug 10, 2026
Linscomb Wealth, Inc. History No change 4,239 923 0.04% 0.04% 1673 0 0.0% Q2 2026 Jul 31, 2026
WealthPlan Investment Management, LLC History No change 4,233 922 0.05% 0.05% 1674 0 0.0% Q2 2026 Jul 28, 2026
Williams Jones Wealth Management, LLC. History No change 4,230 921 0.01% 0.01% 1675 0 0.0% Q2 2026 Aug 05, 2026
Red Spruce Capital, LLC History Added to 4,255 919 0.32% 0.3% 1676 +299 7.56% Q3 2026 Oct 07, 2026
Investmark Advisory Group LLC History No change 4,218 919 0.35% 0.35% 1677 0 0.0% Q2 2026 Aug 07, 2026
Diligent Investors, LLC History No change 4,198 914 0.2% 0.2% 1678 0 0.0% Q2 2026 Jul 24, 2026
Madison Wealth Partners, Inc History No change 4,190 913 0.12% 0.12% 1679 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 4,180 910 0.1% 0.1% 1680 0 0.0% Q2 2026 Jul 22, 2026
Patten Group, Inc. History No change 4,170 908 0.14% 0.14% 1681 0 0.0% Q2 2026 Aug 06, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 4,165 907 0.64% 0.64% 1682 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 4,150 904 0.23% 0.23% 1683 0 0.0% Q2 2026 Jul 21, 2026
UHLMANN PRICE SECURITIES, LLC History No change 4,144 903 0.03% 0.03% 1684 0 0.0% Q2 2026 Jul 24, 2026
DEARBORN PARTNERS LLC History No change 4,607 903 0.05% 0.05% 1685 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 4,140 902 0.09% 0.09% 1686 0 0.0% Q2 2026 Jul 23, 2026
Pacific Point Advisors, LLC History No change 4,129 899 0.41% 0.41% 1687 0 0.0% Q2 2026 Jul 24, 2026
Lincoln Capital LLC History No change 4,118 897 0.16% 0.16% 1688 0 0.0% Q2 2026 Jul 07, 2026
Goepper Burkhardt LLC History No change 4,106 894 0.27% 0.27% 1689 0 0.0% Q2 2026 Aug 10, 2026
Parkwoods Wealth Partners, LLC History No change 4,093 891 0.14% 0.14% 1690 0 0.0% Q2 2026 Jul 27, 2026
HEADINVEST, LLC History No change 4,081 889 0.17% 0.17% 1691 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group, Inc. History No change 4,083 889 0.47% 0.47% 1692 0 0.0% Q2 2026 Jul 21, 2026
Cypress Wealth Services, LLC History No change 4,079 888 0.11% 0.11% 1693 0 0.0% Q2 2026 Jul 10, 2026
Balanced Rock Investment Advisors LLC History No change 4,072 887 0.55% 0.55% 1694 0 0.0% Q2 2026 Aug 14, 2026
Indie Asset Partners, LLC History No change 4,056 883 0.85% 0.85% 1695 0 0.0% Q2 2026 Aug 07, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 4,040 880 0.05% 0.05% 1696 0 0.0% Q2 2026 Jul 13, 2026
Edgestream Partners, L.P. History No change 4,035 879 0.03% 0.03% 1697 0 0.0% Q2 2026 Aug 11, 2026
Triangle Securities Wealth Management History No change 4,036 879 0.17% 0.17% 1698 0 0.0% Q2 2026 Jul 14, 2026
DUTCH ASSET Corp History No change 4,035 879 0.44% 0.44% 1699 0 0.0% Q2 2026 Aug 10, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 4,032 878 0.11% 0.11% 1700 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 4,028 877 0.03% 0.03% 1701 0 0.0% Q2 2026 Jul 30, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 4,023 876 0.49% 0.49% 1702 0 0.0% Q2 2026 Aug 05, 2026
Team Hewins, LLC History No change 4,010 873 0.24% 0.24% 1703 0 0.0% Q2 2026 Jul 29, 2026
Code Waechter LLC History No change 4,006 873 0.45% 0.45% 1704 0 0.0% Q2 2026 Jul 31, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 4,003 872 0.23% 0.23% 1705 0 0.0% Q2 2026 Jul 16, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 4,004 872 0.21% 0.21% 1706 0 0.0% Q2 2026 Jul 09, 2026
WPG Advisers, LLC History No change 3,975 866 0.51% 0.51% 1707 0 0.0% Q2 2026 Aug 05, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 3,964 863 0.16% 0.16% 1708 0 0.0% Q2 2026 Jul 21, 2026
PEOPLES BANK /OH History No change 3,947 860 0.44% 0.44% 1709 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL ADVISORS INC/OK History No change 3,946 859 0.01% 0.01% 1710 0 0.0% Q2 2026 Jul 22, 2026
Elmwood Wealth Management, Inc. History No change 3,940 858 0.21% 0.21% 1711 0 0.0% Q2 2026 Jul 07, 2026
SENTINEL PENSION ADVISORS, LLC History No change 3,941 858 0.11% 0.11% 1712 0 0.0% Q2 2026 Jul 23, 2026
Harbor Group, Inc. History No change 3,934 857 0.1% 0.1% 1713 0 0.0% Q2 2026 Jul 22, 2026
Impact Capital Partners LLC History No change 3,933 857 0.23% 0.23% 1714 0 0.0% Q2 2026 Jul 14, 2026
Roxbury Financial LLC History Added to 3,958 855 0.66% 0.67% 1715 +55 1.41% Q3 2026 Oct 01, 2026
1900 WEALTH MANAGEMENT LLC History No change 3,919 854 0.05% 0.05% 1716 0 0.0% Q2 2026 Aug 04, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 3,921 854 0.5% 0.5% 1717 0 0.0% Q2 2026 Jul 28, 2026
Red Door Wealth Management, LLC History No change 3,916 853 0.08% 0.08% 1718 0 0.0% Q2 2026 Jul 13, 2026
Advocate Investing Services LLC History No change 3,917 853 0.66% 0.66% 1719 0 0.0% Q2 2026 Jul 28, 2026
apricus wealth, LLC History No change 3,912 852 0.41% 0.41% 1720 0 0.0% Q2 2026 Jul 22, 2026
Trilogy Capital Inc. History No change 3,906 851 0.03% 0.03% 1721 0 0.0% Q2 2026 Jul 02, 2026
CGC Financial Services, LLC History No change 3,909 851 0.19% 0.19% 1722 0 0.0% Q2 2026 Jul 13, 2026
Portland Financial Advisors Inc History No change 3,909 851 1.55% 1.55% 1723 0 0.0% Q2 2026 Aug 10, 2026
Buska Wealth Management, LLC History Reduced 3,936 850 0.29% 0.31% 1724 -63 -1.58% Q3 2026 Oct 07, 2026
RPG Investment Advisory, LLC History No change 3,898 849 0.09% 0.09% 1725 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Financial Planning Group, LLC History No change 3,896 849 0.27% 0.27% 1726 0 0.0% Q2 2026 Jul 31, 2026
SpringVest Wealth Management LLC History No change 3,900 849 0.53% 0.53% 1727 0 0.0% Q2 2026 Jul 22, 2026
Capital Investment Counsel, LLC History No change 3,891 848 0.1% 0.1% 1728 0 0.0% Q2 2026 Jul 15, 2026
Stratos Investment Management, LLC History No change 3,877 844 0.03% 0.03% 1729 0 0.0% Q2 2026 Aug 11, 2026
Holos Integrated Wealth LLC History No change 3,843 843 0.39% 0.39% 1730 0 0.0% Q2 2026 Jul 15, 2026
JP Wealth Management, Inc. History No change 3,900 842 0.53% 0.53% 1731 0 0.0% Q3 2026 Oct 07, 2026
Capital Asset Managemnet, LLC History No change 3,856 840 1.89% 1.89% 1732 0 0.0% Q2 2026 Jul 24, 2026
One Wealth Advisors, LLC History No change 3,851 839 0.09% 0.09% 1733 0 0.0% Q2 2026 Aug 06, 2026
Hidden Cove Wealth Management, LLC History No change 3,852 839 0.46% 0.46% 1734 0 0.0% Q2 2026 Jul 21, 2026
Clear Retirement Advice LLC History No change 3,848 838 0.57% 0.57% 1735 0 0.0% Q2 2026 Jul 15, 2026
River Wealth Advisors LLC History No change 3,841 837 0.09% 0.09% 1736 0 0.0% Q2 2026 Aug 04, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 3,833 835 0.05% 0.05% 1737 0 0.0% Q2 2026 Aug 06, 2026
Legacy Capital Wealth Partners, LLC History No change 3,827 834 0.16% 0.16% 1738 0 0.0% Q2 2026 Aug 12, 2026
LMG Wealth Partners, LLC History No change 3,831 834 0.13% 0.13% 1739 0 0.0% Q2 2026 Aug 12, 2026
E6 Portfolios, LLC History No change 3,818 832 0.66% 0.66% 1740 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 3,810 830 0.29% 0.29% 1741 0 0.0% Q2 2026 Jul 23, 2026
Hamilton Point Investment Advisors, LLC History No change 3,772 822 0.12% 0.12% 1742 0 0.0% Q2 2026 Jul 28, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 3,771 821 0.1% 0.1% 1743 0 0.0% Q2 2026 Jul 20, 2026
Olde Wealth Management, LLC History No change 3,762 819 0.23% 0.23% 1744 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 3,741 815 0.04% 0.04% 1745 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,807 811 0.01% 0.01% 1746 0 0.0% Q2 2026 Aug 13, 2026
Trail Ridge Investment Advisors, LLC History No change 3,720 810 0.34% 0.34% 1747 0 0.0% Q2 2026 Aug 13, 2026
Life Planning Partners, Inc History No change 3,713 809 0.6% 0.6% 1748 0 0.0% Q2 2026 Jul 21, 2026
Thayer Partners, LLC / MA History No change 3,715 809 0.33% 0.33% 1749 0 0.0% Q2 2026 Jul 31, 2026
DecisionMap Wealth Management, LLC History No change 3,701 806 0.45% 0.45% 1750 0 0.0% Q2 2026 Jul 21, 2026
Annex Advisory Services, LLC History No change 3,670 799 0.01% 0.01% 1751 0 0.0% Q2 2026 Jul 10, 2026
Jefferies Financial Group Inc. History No change 3,665 798 0.01% 0.01% 1752 0 0.0% Q2 2026 Aug 17, 2026
Fielder Capital Group LLC History No change 3,665 798 0.17% 0.17% 1753 0 0.0% Q2 2026 Aug 06, 2026
Westmount Partners, LLC History No change 3,663 798 0.17% 0.17% 1754 0 0.0% Q2 2026 Jul 07, 2026
Hartford Funds Management Co LLC History No change 3,644 794 0.06% 0.06% 1755 0 0.0% Q2 2026 Aug 06, 2026
Advisor Resource Council History No change 3,620 794 0.22% 0.22% 1756 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 3,639 793 0.04% 0.04% 1757 0 0.0% Q2 2026 Jul 29, 2026
Passive Capital Management, LLC. History No change 4,153 793 0.25% 0.25% 1758 0 0.0% Q2 2026 Aug 10, 2026
Next Capital Management LLC History No change 3,637 792 0.21% 0.21% 1759 0 0.0% Q2 2026 Aug 03, 2026
Richard W. Paul & Associates, LLC History No change 3,635 792 0.24% 0.24% 1760 0 0.0% Q2 2026 Aug 10, 2026
Veltria Advisors Corp. History No change 3,628 790 1.19% 1.19% 1761 0 0.0% Q2 2026 Aug 14, 2026
Grove Street Fiduciary, LLC History No change 3,626 790 0.33% 0.33% 1762 0 0.0% Q2 2026 Jul 23, 2026
180 WEALTH ADVISORS, LLC History No change 3,624 789 0.08% 0.08% 1763 0 0.0% Q2 2026 Jul 07, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,609 786 0.19% 0.19% 1764 0 0.0% Q2 2026 Jul 20, 2026
Indiana Trust & Investment Management Co History No change 3,601 784 0.21% 0.21% 1765 0 0.0% Q2 2026 Jul 22, 2026
Planned Solutions, Inc. History No change 3,592 782 0.22% 0.22% 1766 0 0.0% Q2 2026 Jul 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 3,602 778 0.07% 0.07% 1767 -20 -0.55% Q3 2026 Oct 07, 2026
Redwood Financial Network Corp History No change 3,568 777 0.43% 0.43% 1768 0 0.0% Q2 2026 Aug 07, 2026
DB&C Advisors, LLC History No change 3,559 775 0.84% 0.84% 1769 0 0.0% Q2 2026 Jul 31, 2026
Legacy Private Trust Co. History Reduced 3,581 773 0.04% 0.05% 1770 -327 -8.37% Q3 2026 Oct 06, 2026
Accelerate Investment Advisors LLC History No change 3,539 771 0.44% 0.44% 1771 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 3,922 769 0.55% 0.55% 1772 0 0.0% Q2 2026 Sep 17, 2026
Argentarii, LLC History No change 3,409 768 0.23% 0.23% 1773 0 0.0% Q2 2026 Aug 12, 2026
PROFFITT & GOODSON INC History No change 3,521 767 0.11% 0.11% 1774 0 0.0% Q2 2026 Jul 22, 2026
Accurate Wealth Management, LLC History No change 3,501 767 0.07% 0.07% 1775 0 0.0% Q2 2026 Jul 14, 2026
Austin Asset Management Co Inc History No change 3,523 767 0.11% 0.11% 1776 0 0.0% Q2 2026 Jul 31, 2026
Planning Center, Inc. History No change 3,523 767 0.07% 0.07% 1777 0 0.0% Q2 2026 Jul 29, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,520 767 0.16% 0.16% 1778 0 0.0% Q2 2026 Jul 15, 2026
JT Stratford LLC History No change 3,510 764 0.08% 0.08% 1779 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 3,504 763 0.27% 0.27% 1780 0 0.0% Q2 2026 Jul 30, 2026
Elser Financial Planning, Inc History No change 3,497 762 0.03% 0.03% 1781 0 0.0% Q2 2026 Jul 14, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 3,500 762 0.53% 0.53% 1782 0 0.0% Q2 2026 Aug 14, 2026
DB Fitzpatrick & Co, Inc History No change 3,492 761 0.62% 0.62% 1783 0 0.0% Q2 2026 Jul 16, 2026
Wealth Dimensions Group, Ltd. History No change 3,490 760 0.14% 0.14% 1784 0 0.0% Q2 2026 Jul 22, 2026
Envision Financial Planning, LLC History No change 3,476 757 0.25% 0.25% 1785 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 3,465 755 0.0% 0.0% 1786 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 3,466 755 0.1% 0.1% 1787 0 0.0% Q2 2026 Jul 27, 2026
Wagner Wealth Management, LLC History No change 3,454 752 0.14% 0.14% 1788 0 0.0% Q2 2026 Jul 24, 2026
Dynamic Financial Group History No change 3,448 751 0.57% 0.57% 1789 0 0.0% Q2 2026 Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 3,446 750 0.02% 0.02% 1790 0 0.0% Q2 2026 Jul 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,440 749 0.01% 0.01% 1791 0 0.0% Q2 2026 Aug 14, 2026
Arrow Investment Advisors, LLC History No change 3,441 749 0.72% 0.72% 1792 0 0.0% Q2 2026 Aug 04, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,434 748 0.24% 0.24% 1793 0 0.0% Q2 2026 Jul 24, 2026
IRON Financial LLC History No change 3,428 747 0.31% 0.31% 1794 0 0.0% Q2 2026 Jul 22, 2026
Clearview Wealth Management LLC History No change 3,431 747 0.48% 0.48% 1795 0 0.0% Q2 2026 Jul 13, 2026
DWM Financial Group, Inc. History No change 3,909 746 0.66% 0.66% 1796 0 0.0% Q2 2026 Aug 14, 2026
Pacific Sage Partners, LLC History No change 3,414 744 0.11% 0.11% 1797 0 0.0% Q2 2026 Aug 06, 2026
Allen Capital Group, LLC History No change 3,411 743 0.06% 0.06% 1798 0 0.0% Q2 2026 Jul 27, 2026
Shira Ridge Wealth Management History No change 3,406 742 0.26% 0.26% 1799 0 0.0% Q2 2026 Jul 09, 2026
Hobbs Group Advisors, LLC History No change 3,395 739 0.19% 0.19% 1800 0 0.0% Q2 2026 Aug 13, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 3,415 737 0.52% 0.27% 1801 +1,700 99.13% Q3 2026 Oct 07, 2026
Kastel Capital Advisors, LLC History No change 3,757 737 0.47% 0.47% 1802 0 0.0% Q2 2026 Jul 09, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 3,378 736 0.05% 0.05% 1803 0 0.0% Q2 2026 Jul 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,380 736 0.15% 0.15% 1804 0 0.0% Q2 2026 Aug 12, 2026
Windsor Capital Management, LLC History No change 3,379 736 0.19% 0.19% 1805 0 0.0% Q2 2026 Jul 08, 2026
Arlington Financial Advisors, LLC History No change 3,380 736 0.09% 0.09% 1806 0 0.0% Q2 2026 Jul 22, 2026
CATHY PARETO & ASSOCIATES, INC History No change 3,371 734 0.43% 0.43% 1807 0 0.0% Q2 2026 Jul 15, 2026
Tilson Financial Group, Inc. History No change 3,367 733 0.2% 0.2% 1808 0 0.0% Q2 2026 Jul 27, 2026
Rockingstone Advisors LLC History No change 3,365 733 0.29% 0.29% 1809 0 0.0% Q2 2026 Jul 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,363 732 0.01% 0.01% 1810 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIENT ADVISORS LLC History No change 3,362 732 0.1% 0.1% 1811 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,360 732 0.08% 0.08% 1812 0 0.0% Q2 2026 Jul 09, 2026
TrueWealth Advisors, LLC History No change 3,355 731 0.16% 0.16% 1813 0 0.0% Q2 2026 Jul 08, 2026
FULTON BANK, N.A. History No change 3,353 730 0.02% 0.02% 1814 0 0.0% Q2 2026 Jul 09, 2026
Revisor Wealth Management LLC History No change 3,353 730 0.18% 0.18% 1815 0 0.0% Q2 2026 Jul 21, 2026
VPR Management LLC History No change 3,350 730 0.29% 0.29% 1816 0 0.0% Q2 2026 Aug 14, 2026
CogentBlue Wealth Advisors, LLC History No change 3,351 730 0.42% 0.42% 1817 0 0.0% Q2 2026 Jul 16, 2026
Miller Financial Services LLC History No change 3,342 728 0.59% 0.59% 1818 0 0.0% Q2 2026 Jul 29, 2026
First Pacific Financial History No change 3,322 724 0.09% 0.09% 1819 0 0.0% Q2 2026 Jul 20, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,318 723 0.0% 0.0% 1820 0 0.0% Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History No change 3,309 721 0.23% 0.23% 1821 0 0.0% Q2 2026 Jul 27, 2026
Insight Inv LLC History No change 3,309 721 0.34% 0.34% 1822 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 3,311 721 0.09% 0.09% 1823 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 3,312 721 0.01% 0.01% 1824 0 0.0% Q2 2026 Aug 14, 2026
Sage Financial Management Group, Inc. History No change 3,302 719 0.2% 0.2% 1825 0 0.0% Q2 2026 Jul 24, 2026
Altiora Financial Group, LLC History No change 3,298 718 0.11% 0.11% 1826 0 0.0% Q2 2026 Aug 07, 2026
Axis Wealth Partners, LLC History No change 3,293 717 0.34% 0.34% 1827 0 0.0% Q2 2026 Jul 28, 2026
JMN Financial LLC History No change 3,287 716 0.56% 0.56% 1828 0 0.0% Q2 2026 Aug 10, 2026
Cassaday & Co Wealth Management LLC History No change 3,282 715 0.01% 0.01% 1829 0 0.0% Q2 2026 Aug 10, 2026
Ranch Capital Advisors Inc. History No change 3,279 714 0.23% 0.23% 1830 0 0.0% Q2 2026 Aug 03, 2026
GSG Advisors LLC History No change 3,277 714 0.16% 0.16% 1831 0 0.0% Q2 2026 Aug 13, 2026
DDD Partners, LLC History No change 3,274 713 0.04% 0.04% 1832 0 0.0% Q2 2026 Aug 05, 2026
Asset Allocation Strategies LLC History No change 3,268 712 0.11% 0.11% 1833 0 0.0% Q2 2026 Aug 17, 2026
Putney Financial Group LLC History No change 3,262 710 0.64% 0.64% 1834 0 0.0% Q2 2026 Jul 21, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 3,233 704 0.09% 0.09% 1835 0 0.0% Q2 2026 Aug 11, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 3,229 703 0.19% 0.19% 1836 0 0.0% Q2 2026 Jul 23, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,221 701 0.01% 0.01% 1837 0 0.0% Q2 2026 Jul 30, 2026
Yoder Wealth Management, Inc. History No change 3,218 701 0.27% 0.27% 1838 0 0.0% Q2 2026 Jul 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,189 695 0.0% 0.0% 1839 0 0.0% Q2 2026 Aug 13, 2026
Barnes Wealth Management Group, Inc History No change 3,184 693 0.32% 0.32% 1840 0 0.0% Q2 2026 Jul 24, 2026
River Street Advisors LLC History No change 3,177 692 0.2% 0.2% 1841 0 0.0% Q2 2026 Jul 21, 2026
COREPATH WEALTH PARTNERS LLC History No change 3,173 690 0.43% 0.43% 1842 0 0.0% Q2 2026 Jul 09, 2026
Kachkovsky & Fisher, Inc. History No change 3,168 690 0.66% 0.66% 1843 0 0.0% Q2 2026 Sep 08, 2026
Milestone Asset Management Group, LLC History No change 3,160 688 0.35% 0.35% 1844 0 0.0% Q2 2026 Jul 30, 2026
Polaris Financial Partners History New 3,158 687 0.31% — 1846 +3,158 New Q3 2026 Oct 02, 2026
Private Advisory Group LLC History No change 3,156 687 0.04% 0.04% 1845 0 0.0% Q2 2026 Aug 06, 2026
PAX Financial Group, LLC History No change 3,151 686 0.1% 0.1% 1847 0 0.0% Q2 2026 Aug 05, 2026
Pines Wealth Management, LLC History No change 3,147 685 0.2% 0.2% 1848 0 0.0% Q2 2026 Jul 22, 2026
Realta Investment Advisors History No change 3,138 683 0.21% 0.21% 1849 0 0.0% Q2 2026 Jul 20, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 3,117 679 0.29% 0.29% 1850 0 0.0% Q2 2026 Jul 22, 2026
Kera Capital Partners, Inc. History No change 3,119 679 0.07% 0.07% 1851 0 0.0% Q2 2026 Aug 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,098 675 0.08% 0.08% 1852 0 0.0% Q2 2026 Aug 05, 2026
Northstar Advisory Group, LLC History No change 3,096 674 0.21% 0.21% 1853 0 0.0% Q2 2026 Jul 14, 2026
Summit Global Investments History No change 3,089 673 0.04% 0.04% 1854 0 0.0% Q2 2026 Aug 03, 2026
Omnia Family Wealth, LLC History No change 3,080 671 0.18% 0.18% 1855 0 0.0% Q2 2026 Jul 09, 2026
Sequent Planning LLC History No change 3,076 670 0.14% 0.14% 1856 0 0.0% Q2 2026 Aug 14, 2026
Echo45 Advisors LLC History New 3,097 669 0.3% — 1859 +3,097 New Q3 2026 Oct 07, 2026
Asset Management One Co., Ltd. History No change 3,072 669 0.0% 0.0% 1857 0 0.0% Q2 2026 Jul 28, 2026
Advisory Advocates, LLC History No change 3,074 669 0.57% 0.57% 1858 0 0.0% Q2 2026 Aug 10, 2026
Wellington Shields Capital Management, LLC History No change 3,058 666 0.08% 0.08% 1860 0 0.0% Q2 2026 Aug 10, 2026
Trust Point Inc. History No change 3,059 666 0.06% 0.06% 1861 0 0.0% Q2 2026 Jul 08, 2026
CM WEALTH ADVISORS LLC History No change 3,048 664 0.12% 0.12% 1862 0 0.0% Q2 2026 Aug 10, 2026
Mirador Capital Partners LP History No change 3,038 662 0.08% 0.08% 1863 0 0.0% Q2 2026 Jul 07, 2026
Legacy Financial Group LLC History No change 3,032 660 0.07% 0.07% 1864 0 0.0% Q2 2026 Aug 05, 2026
FIRST COMMUNITY TRUST NA History No change 3,053 659 0.22% 0.3% 1865 0 0.0% Q3 2026 Oct 07, 2026
NCM Capital Management, LLC History No change 3,022 658 0.2% 0.2% 1866 0 0.0% Q2 2026 Aug 14, 2026
New Republic Capital, LLC History No change 3,006 655 0.15% 0.15% 1867 0 0.0% Q2 2026 Jul 31, 2026
LANDAAS & CO /WI /ADV History No change 3,003 654 0.12% 0.12% 1868 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Partners, LLC History No change 3,001 654 0.08% 0.08% 1869 0 0.0% Q2 2026 Aug 12, 2026
SilverOak Wealth Management LLC History No change 2,994 652 0.08% 0.08% 1870 0 0.0% Q2 2026 Jul 29, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 2,994 652 0.05% 0.05% 1871 0 0.0% Q2 2026 Jul 16, 2026
Tandem Financial, LLC History No change 2,987 651 0.2% 0.2% 1872 0 0.0% Q2 2026 Aug 13, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 2,981 649 0.04% 0.04% 1873 0 0.0% Q2 2026 Jul 21, 2026
Canal Capital Management, LLC History No change 2,982 649 0.08% 0.08% 1874 0 0.0% Q2 2026 Jul 28, 2026
Vantage Point Financial LLC History No change 2,963 645 0.2% 0.2% 1875 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 2,950 642 0.1% 0.1% 1876 0 0.0% Q2 2026 Aug 05, 2026
NorthCoast Asset Management LLC History No change 2,948 642 0.01% 0.01% 1877 0 0.0% Q2 2026 Aug 12, 2026
CAMBIAR INVESTORS LLC History No change 2,942 641 0.03% 0.03% 1878 0 0.0% Q2 2026 Jul 31, 2026
Van Cleef Asset Management,Inc History No change 2,944 641 0.07% 0.07% 1879 0 0.0% Q2 2026 Aug 03, 2026
TruNorth Capital Management, LLC History No change 2,940 640 0.1% 0.1% 1880 0 0.0% Q2 2026 Jul 23, 2026
Colony Family Offices, LLC History No change 2,936 639 0.14% 0.14% 1881 0 0.0% Q2 2026 Jul 20, 2026
FWG Investments, LLC. History No change 2,931 638 0.34% 0.34% 1882 0 0.0% Q2 2026 Jul 28, 2026
Mullooly Asset Management, Inc. History No change 2,930 638 0.2% 0.2% 1883 0 0.0% Q2 2026 Aug 05, 2026
Brady Martz Wealth Solutions, LLC History No change 2,925 637 0.1% 0.1% 1884 0 0.0% Q2 2026 Jul 23, 2026
SIERRA OCEAN, LLC History No change 2,920 636 0.44% 0.44% 1885 0 0.0% Q2 2026 Aug 07, 2026
SPINNAKER TRUST History No change 2,907 633 0.03% 0.03% 1886 0 0.0% Q2 2026 Aug 03, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 2,931 633 0.13% 0.13% 1887 0 0.0% Q3 2026 Oct 07, 2026
ARS Wealth Advisors Group, LLC History No change 2,909 633 0.05% 0.05% 1888 0 0.0% Q2 2026 Jul 16, 2026
Saxony Capital Management, LLC History No change 2,892 630 0.29% 0.29% 1889 0 0.0% Q2 2026 Jul 15, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 2,890 630 0.4% 0.4% 1890 0 0.0% Q2 2026 Aug 13, 2026
ASL Financial, LLC History No change 2,889 629 0.44% 0.44% 1891 0 0.0% Q2 2026 Jul 21, 2026
Midwest Financial Network, LLC History No change 2,889 629 0.43% 0.43% 1892 0 0.0% Q2 2026 Jul 07, 2026
Cape Investment Advisory, Inc. History No change 2,878 627 0.17% 0.17% 1893 0 0.0% Q2 2026 Jul 23, 2026
Peak Planning Group, LLC History No change 2,880 627 0.14% 0.14% 1894 0 0.0% Q2 2026 Aug 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2,870 625 0.09% 0.09% 1895 0 0.0% Q2 2026 Aug 10, 2026
Bouchey Financial Group, Ltd. History No change 2,864 624 0.04% 0.04% 1896 0 0.0% Q2 2026 Jul 27, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 2,860 623 0.19% 0.19% 1897 0 0.0% Q2 2026 Jul 21, 2026
COFG Advisors, LLC History No change 2,862 623 0.11% 0.11% 1898 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 2,850 621 0.04% 0.04% 1899 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Advisors Inc. History No change 2,850 621 0.11% 0.11% 1900 0 0.0% Q2 2026 Jul 16, 2026
Meridian Wealth Advisors, LLC History No change 2,842 619 0.07% 0.07% 1901 0 0.0% Q2 2026 Aug 14, 2026
GENESIS PRIVATE WEALTH, LLC History No change 2,844 619 0.17% 0.17% 1902 0 0.0% Q2 2026 Jul 13, 2026
Global Wealth Strategies & Associates History Added to 2,856 617 0.11% 0.1% 1903 +424 17.43% Q3 2026 Oct 01, 2026
Summit Asset Management, LLC History No change 2,830 616 0.08% 0.08% 1904 0 0.0% Q2 2026 Aug 06, 2026
American State Bank (Iowa) History No change 2,830 616 0.25% 0.25% 1905 0 0.0% Q2 2026 Jul 09, 2026
Sanchez Gaunt Capital Management, LLC History No change 2,825 615 0.34% 0.34% 1906 0 0.0% Q2 2026 Aug 14, 2026
Blue Zone Wealth Advisors, LLC History No change 2,817 613 0.11% 0.11% 1907 0 0.0% Q2 2026 Jul 14, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 2,835 612 0.05% 0.05% 1908 +91 3.32% Q3 2026 Oct 07, 2026
Ballast, Inc. History No change 2,811 612 0.12% 0.12% 1909 0 0.0% Q2 2026 Jul 10, 2026
Holland Advisory Services, Inc. History No change 2,809 612 0.68% 0.68% 1910 0 0.0% Q2 2026 Jul 13, 2026
Clarion Wealth Managment Partners, LLC History No change 2,810 612 0.49% 0.49% 1911 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 2,811 612 0.28% 0.28% 1912 0 0.0% Q2 2026 Aug 10, 2026
JHP Wealth Management, LLC History No change 2,802 610 0.5% 0.5% 1913 0 0.0% Q2 2026 Jul 30, 2026
Raleigh Capital Management Inc. History No change 2,797 609 0.19% 0.19% 1914 0 0.0% Q2 2026 Jul 21, 2026
Biondo Investment Advisors, LLC History No change 2,793 608 0.07% 0.07% 1915 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 2,788 607 0.09% 0.09% 1916 0 0.0% Q2 2026 Aug 06, 2026
Polaris Investment Advisors, LLC History No change 2,779 605 0.39% 0.39% 1917 0 0.0% Q2 2026 Jul 09, 2026
Evercore Wealth Management, LLC History No change 2,773 604 0.01% 0.01% 1918 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 2,769 603 0.12% 0.12% 1919 0 0.0% Q2 2026 Aug 03, 2026
Synergy Financial Group, LTD History No change 2,763 602 0.43% 0.43% 1920 0 0.0% Q2 2026 Aug 04, 2026
Highland Financial Advisors, LLC History No change 2,752 599 0.13% 0.13% 1921 0 0.0% Q2 2026 Jul 09, 2026
Hill Investment Group Partners, LLC History No change 2,750 599 0.06% 0.06% 1922 0 0.0% Q2 2026 Aug 12, 2026
PCG Wealth Advisors, LLC History No change 2,737 596 0.13% 0.13% 1923 0 0.0% Q2 2026 Aug 03, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 2,732 595 0.06% 0.06% 1924 0 0.0% Q2 2026 Jul 22, 2026
West Financial Advisors, LLC History No change 2,732 595 0.09% 0.09% 1925 0 0.0% Q2 2026 Jul 08, 2026
San Luis Wealth Advisors LLC History No change 2,734 595 0.09% 0.09% 1926 0 0.0% Q2 2026 Jul 16, 2026
NESTEGG ADVISORS, INC. History No change 2,733 595 0.42% 0.42% 1927 0 0.0% Q2 2026 Jul 14, 2026
Total Clarity Wealth Management, Inc. History No change 2,728 594 0.12% 0.12% 1928 0 0.0% Q2 2026 Jul 23, 2026
Naviter Wealth, LLC History No change 2,719 592 0.05% 0.05% 1929 0 0.0% Q2 2026 Aug 07, 2026
Glassman Wealth Services History No change 2,713 591 0.07% 0.07% 1930 0 0.0% Q2 2026 Aug 05, 2026
MKT Advisors LLC History No change 2,695 591 0.18% 0.18% 1931 0 0.0% Q2 2026 Jul 09, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 2,708 590 0.12% 0.12% 1932 0 0.0% Q2 2026 Jul 08, 2026
Cannell & Spears LLC History No change 2,709 590 0.01% 0.01% 1933 0 0.0% Q2 2026 Aug 11, 2026
Busey Bank History No change 2,711 590 0.01% 0.01% 1934 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Group, LLC History No change 2,708 590 0.05% 0.05% 1935 0 0.0% Q2 2026 Aug 10, 2026
McGlone Suttner Wealth Management, Inc. History No change 2,708 590 0.07% 0.07% 1936 0 0.0% Q2 2026 Jul 21, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 2,704 589 0.09% 0.09% 1937 0 0.0% Q2 2026 Aug 11, 2026
ROMANO BROTHERS AND COMPANY History No change 2,703 588 0.06% 0.06% 1938 0 0.0% Q2 2026 Jul 21, 2026
Wealth Quarterback LLC History No change 2,702 588 0.18% 0.18% 1939 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,696 587 0.02% 0.02% 1940 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 2,696 587 0.08% 0.08% 1941 0 0.0% Q2 2026 Aug 05, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 2,689 586 0.05% 0.05% 1942 0 0.0% Q2 2026 Jul 28, 2026
ROCKLAND TRUST CO History Added to 2,698 582 0.02% 0.02% 1943 +125 4.86% Q3 2026 Oct 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,675 582 0.08% 0.08% 1944 0 0.0% Q2 2026 Aug 12, 2026
GERMAN AMERICAN BANCORP, INC. History No change 2,669 581 0.04% 0.04% 1945 0 0.0% Q2 2026 Aug 06, 2026
Strid Group, LLC History No change 2,667 581 0.06% 0.06% 1946 0 0.0% Q2 2026 Jul 23, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 2,664 580 0.38% 0.38% 1947 0 0.0% Q2 2026 Jul 06, 2026
XTX Topco Ltd History No change 2,658 579 0.01% 0.01% 1948 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 2,660 579 0.11% 0.11% 1949 0 0.0% Q2 2026 Aug 11, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 2,656 578 0.15% 0.15% 1950 0 0.0% Q2 2026 Jul 13, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 2,656 578 0.34% 0.34% 1951 0 0.0% Q2 2026 Jul 21, 2026
Merrion Investment Management Co, LLC History No change 2,650 577 0.27% 0.27% 1952 0 0.0% Q2 2026 Jul 13, 2026
SPWM Advisors LLC History No change 2,649 577 0.53% 0.53% 1953 0 0.0% Q2 2026 Jul 24, 2026
ZynergyRetirementPlanningLLC History No change 2,643 575 0.31% 0.31% 1954 0 0.0% Q2 2026 Jul 17, 2026
CERTUITY, LLC History No change 2,634 573 0.03% 0.03% 1955 0 0.0% Q2 2026 Jul 28, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 2,626 572 0.01% 0.01% 1956 0 0.0% Q2 2026 Aug 13, 2026
Miller Capital Partners, Inc. History No change 2,625 572 0.22% 0.22% 1957 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 2,622 571 0.26% 0.26% 1958 0 0.0% Q2 2026 Jul 30, 2026
Gradient Investments LLC History No change 2,616 570 0.01% 0.01% 1959 0 0.0% Q2 2026 Jul 08, 2026
Financial Planning Navigators CORP History No change 2,618 570 0.21% 0.21% 1960 0 0.0% Q2 2026 Jul 28, 2026
Heritage Trust Co History No change 2,612 569 0.05% 0.05% 1961 0 0.0% Q2 2026 Aug 06, 2026
Goldstein Advisors, LLC History No change 2,612 569 0.05% 0.05% 1962 0 0.0% Q2 2026 Jul 20, 2026
Cladis Investment Advisory, LLC History No change 2,600 566 0.26% 0.26% 1963 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 2,597 565 0.02% 0.02% 1964 0 0.0% Q2 2026 Aug 10, 2026
Foguth Wealth Management, LLC. History No change 2,602 564 0.06% 0.06% 1965 0 0.0% Q2 2026 Jul 21, 2026
Wealth Group Ltd History Added to 2,588 562 0.1% 0.11% 1966 +2 0.08% Q3 2026 Oct 07, 2026
Ariadne Wealth Management, LP History No change 2,583 562 0.25% 0.25% 1967 0 0.0% Q2 2026 Aug 13, 2026
United Wealth Management, LLC History No change 2,566 559 0.13% 0.13% 1968 0 0.0% Q2 2026 Jul 23, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 2,487 557 0.44% 0.44% 1969 0 0.0% Q2 2026 Aug 13, 2026
L. Roy Papp & Associates, LLP History No change 2,552 556 0.06% 0.06% 1970 0 0.0% Q2 2026 Jul 23, 2026
BARLOW WEALTH PARTNERS, LLC History No change 2,552 555 0.06% 0.06% 1971 0 0.0% Q2 2026 Jul 14, 2026
INVESTED ADVISORS History No change 2,549 555 0.49% 0.49% 1972 0 0.0% Q2 2026 Aug 04, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,538 553 0.05% 0.05% 1973 0 0.0% Q2 2026 Jul 29, 2026
Newman Dignan & Sheerar, Inc. History No change 2,537 552 0.11% 0.11% 1974 0 0.0% Q2 2026 Jul 14, 2026
Ironwood Investment Counsel, LLC History No change 2,529 551 0.07% 0.07% 1975 0 0.0% Q2 2026 Aug 05, 2026
Portland Global Advisors LLC History No change 2,525 550 0.05% 0.05% 1976 0 0.0% Q2 2026 Aug 13, 2026
City Center Advisors, LLC History Added to 2,542 549 0.42% 0.37% 1977 +471 22.74% Q3 2026 Oct 07, 2026
XP Advisory US, Inc. History No change 2,520 549 0.3% 0.3% 1978 0 0.0% Q2 2026 Jul 30, 2026
MEANS INVESTMENT CO., INC. History No change 2,515 548 0.04% 0.04% 1979 0 0.0% Q2 2026 Aug 14, 2026
Opulen Financial Group LLC History No change 2,517 548 0.34% 0.34% 1980 0 0.0% Q2 2026 Jul 27, 2026
Financial Insights, Inc. History No change 2,505 545 0.14% 0.14% 1981 0 0.0% Q2 2026 Aug 25, 2026
Ground Swell Capital, LLC History No change 2,498 544 0.59% 0.59% 1982 0 0.0% Q2 2026 Aug 05, 2026
Stockman Wealth Management, Inc. History No change 2,490 542 0.06% 0.06% 1983 0 0.0% Q2 2026 Aug 11, 2026
Ankerstar Wealth, LLC History No change 2,482 541 0.45% 0.45% 1984 0 0.0% Q2 2026 Aug 13, 2026
Capstone Financial Advisors, Inc. History No change 2,482 540 0.03% 0.03% 1985 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,475 539 0.03% 0.03% 1986 0 0.0% Q2 2026 Jul 17, 2026
Bryant Woods Investment Advisors, LLC History No change 2,475 539 0.15% 0.15% 1987 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,470 538 0.05% 0.05% 1988 0 0.0% Q2 2026 Aug 07, 2026
Brooklyn FI, LLC History No change 2,451 537 0.1% 0.1% 1989 0 0.0% Q2 2026 Aug 04, 2026
Revolve Wealth Partners, LLC History No change 2,464 536 0.06% 0.06% 1990 0 0.0% Q2 2026 Jul 09, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,449 533 0.12% 0.12% 1991 0 0.0% Q2 2026 Jul 07, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,448 533 0.25% 0.25% 1992 0 0.0% Q2 2026 Jul 24, 2026
Able Wealth Management LLC History No change 2,446 533 0.12% 0.12% 1993 0 0.0% Q2 2026 Jul 29, 2026
Traynor Capital Management, Inc. History No change 2,444 532 0.02% 0.02% 1994 0 0.0% Q2 2026 Jul 22, 2026
Carr Financial Group Corp History No change 2,445 532 0.12% 0.12% 1995 0 0.0% Q2 2026 Aug 06, 2026
Cottage Street Advisors LLC History No change 2,440 531 0.21% 0.21% 1996 0 0.0% Q2 2026 Jul 20, 2026
Synergy Asset Management, LLC History No change 2,438 531 0.05% 0.05% 1997 0 0.0% Q2 2026 Jul 22, 2026
Claro Advisors Inc. History No change 2,441 531 0.06% 0.06% 1998 0 0.0% Q2 2026 Jul 30, 2026
Fortis Capital Management LLC History No change 2,441 531 0.06% 0.06% 1999 0 0.0% Q2 2026 Aug 12, 2026
Sterling Investment Counsel, LLC History No change 2,437 531 0.12% 0.12% 2000 0 0.0% Q2 2026 Jul 20, 2026