VANGUARD INDEX FUNDS - VUG

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 334,520,544 28,815,599 1.86% 1.86% 1 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 219,112,994 18,137,223 7.26% 7.26% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 89,529,557 7,712,076 0.41% 0.41% 3 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 58,557,269 5,043,715 1.19% 1.19% 4 0 0.0% Q2 2026 Sep 23, 2026
Financial Engines Advisors L.L.C. History No change 38,876,521 3,348,823 5.95% 5.95% 5 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 36,061,562 3,106,342 0.4% 0.4% 6 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 33,367,717 2,874,295 0.65% 0.65% 7 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 26,191,295 2,256,118 0.37% 0.37% 8 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 23,707,792 2,044,380 0.41% 0.41% 9 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 23,330,170 2,009,660 7.68% 7.68% 10 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 21,881,000 1,884,825 0.51% 0.51% 11 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 20,430,648 1,759,896 6.06% 6.06% 12 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 15,758,373 1,357,426 3.95% 3.95% 13 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 15,218,429 1,310,915 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 15,202,294 1,309,525 11.42% 11.42% 15 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,891,669 1,263,052 0.42% 0.42% 16 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 14,652,011 1,262,124 1.15% 1.15% 17 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 13,743,482 1,183,863 0.18% 0.18% 18 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 13,625,687 1,173,716 0.58% 0.58% 19 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 13,463,288 1,159,727 11.11% 11.11% 20 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 11,692,264 992,088 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 11,171,893 962,340 1.01% 1.01% 22 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 10,927,884 941,327 5.2% 5.2% 23 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,888,180 937,907 0.5% 0.5% 24 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 10,634,944 916,094 0.15% 0.15% 25 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 9,627,196 829,286 0.8% 0.8% 26 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 9,146,871 787,911 0.99% 0.99% 27 0 0.0% Q2 2026 Jul 29, 2026
SEI INVESTMENTS CO History No change 8,977,301 773,305 0.68% 0.68% 28 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 8,638,955 744,159 5.51% 5.51% 29 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,516,080 733,573 1.12% 1.12% 30 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 7,959,331 685,716 0.81% 0.81% 31 0 0.0% Q2 2026 Aug 14, 2026
Modera Wealth Management, LLC History No change 7,690,071 662,422 7.07% 7.07% 32 0 0.0% Q2 2026 Aug 03, 2026
Performance Wealth Partners, LLC History No change 7,621,304 656,499 16.3% 16.3% 33 0 0.0% Q2 2026 Aug 07, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,536,277 649,174 7.94% 7.94% 34 0 0.0% Q2 2026 Jul 20, 2026
CITIGROUP INC History No change 7,250,283 624,539 0.21% 0.21% 35 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 7,101,778 611,747 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 14, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 6,789,918 584,883 4.38% 4.38% 37 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 6,713,568 578,306 0.8% 0.8% 38 0 0.0% Q2 2026 Aug 27, 2026
TRUIST FINANCIAL CORP History No change 6,330,358 545,297 0.65% 0.65% 39 0 0.0% Q2 2026 Jul 28, 2026
CHOREO, LLC History No change 6,247,469 538,262 5.91% 5.91% 40 0 0.0% Q2 2026 Aug 04, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 5,553,529 478,381 8.61% 8.61% 41 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 5,261,607 453,318 0.55% 0.55% 42 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 4,950,558 426,441 2.6% 2.6% 43 0 0.0% Q2 2026 Jul 20, 2026
Waverly Advisors, LLC History No change 4,770,796 410,956 2.38% 2.38% 44 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 4,642,430 399,898 0.82% 0.82% 45 0 0.0% Q2 2026 Aug 07, 2026
CBIZ Investment Advisory Services, LLC History No change 904,105 394,903 14.44% 14.44% 46 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 4,507,151 388,250 0.32% 0.32% 47 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 4,488,264 386,619 1.79% 1.79% 48 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 4,415,332 380,336 2.09% 2.09% 49 0 0.0% Q2 2026 Aug 11, 2026
Waldron Private Wealth LLC History No change 4,384,499 377,680 13.08% 13.08% 50 0 0.0% Q2 2026 Jul 20, 2026
Focus Partners Wealth History No change 4,244,024 365,580 0.37% 0.37% 51 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 4,221,531 363,643 0.41% 0.41% 52 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 4,180,396 360,099 3.55% 3.55% 53 0 0.0% Q2 2026 Jul 27, 2026
LINCOLN NATIONAL CORP History No change 4,071,643 350,731 8.98% 8.98% 54 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 4,032,317 347,343 0.48% 0.48% 55 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History No change 3,806,366 327,880 1.06% 1.06% 56 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 3,787,752 326,276 1.51% 1.51% 57 0 0.0% Q2 2026 Aug 18, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,704,579 319,112 0.74% 0.74% 58 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 3,676,126 316,661 0.49% 0.49% 59 0 0.0% Q2 2026 Aug 13, 2026
Bell Bank History No change 3,599,467 310,058 11.83% 11.83% 60 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 3,519,123 303,137 2.01% 2.01% 61 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 3,499,308 301,430 0.52% 0.52% 62 0 0.0% Q2 2026 Jul 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,440,932 296,401 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 14, 2026
Retirement Investment Advisors, Inc. History No change 3,327,139 286,633 20.44% 20.44% 64 0 0.0% Q2 2026 Jul 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,261,088 281,431 1.55% 1.55% 65 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,974,350 258,998 0.43% 0.43% 66 0 0.0% Q2 2026 Jul 15, 2026
Avior Wealth Management, LLC History No change 2,759,568 237,605 6.25% 6.25% 67 0 0.0% Q2 2026 Jul 07, 2026
Savant Capital, LLC History No change 1,888,047 232,312 0.68% 0.68% 68 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 2,670,986 230,078 10.31% 10.31% 69 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 2,655,293 228,726 2.29% 2.29% 70 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,648,650 228,154 2.86% 2.86% 71 0 0.0% Q2 2026 Aug 13, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 2,576,840 221,968 11.92% 11.92% 72 0 0.0% Q2 2026 Jul 27, 2026
Equitable Holdings, Inc. History No change 2,542,101 218,976 1.31% 1.31% 73 0 0.0% Q2 2026 Aug 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 2,524,114 217,427 11.87% 11.87% 74 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 2,460,865 211,978 11.98% 11.98% 75 0 0.0% Q2 2026 Jul 16, 2026
Truepoint, Inc. History No change 2,445,104 210,621 4.4% 4.4% 76 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 2,441,322 210,295 0.63% 0.63% 77 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 2,251,293 193,926 0.11% 0.11% 78 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 2,187,134 188,399 0.94% 0.94% 79 0 0.0% Q2 2026 Jul 17, 2026
Orion Porfolio Solutions, LLC History No change 2,181,783 187,938 1.44% 1.44% 80 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,173,600 187,272 12.56% 12.56% 81 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 2,160,364 186,053 0.76% 0.76% 82 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 2,136,784 184,062 9.44% 9.44% 83 0 0.0% Q2 2026 Aug 07, 2026
Japan Science & Technology Agency History No change 2,105,718 181,386 3.43% 3.43% 84 0 0.0% Q2 2026 Jul 30, 2026
Everhart Financial Group, Inc. History No change 2,069,696 178,283 11.41% 11.41% 85 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Management, Inc. History No change 1,994,250 171,784 24.71% 24.71% 86 0 0.0% Q2 2026 Jul 16, 2026
Rezny Wealth Management, Inc. History No change 1,993,744 171,741 29.68% 29.68% 87 0 0.0% Q2 2026 Jul 17, 2026
Betterment LLC History No change 1,953,898 168,309 0.28% 0.28% 88 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 1,940,390 167,145 8.24% 8.24% 89 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History No change 1,928,693 166,137 6.71% 6.71% 90 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 1,860,072 160,226 0.02% 0.02% 91 0 0.0% Q2 2026 Sep 02, 2026
FIFTH THIRD BANCORP History No change 1,836,631 158,207 0.26% 0.26% 92 0 0.0% Q2 2026 Aug 05, 2026
RMR Wealth Builders History No change 1,816,708 156,491 9.72% 9.72% 93 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 1,813,507 156,215 1.71% 1.71% 94 0 0.0% Q2 2026 Aug 12, 2026
OpenArc Corporate Advisory, LLC History No change 1,749,120 150,669 1.79% 1.79% 95 0 0.0% Q2 2026 Aug 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,659,535 142,952 3.84% 3.84% 96 0 0.0% Q2 2026 Jul 31, 2026
Strategies Wealth Advisors, LLC History No change 1,649,735 142,108 12.71% 12.71% 97 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,643,894 140,627 0.17% 0.17% 98 0 0.0% Q2 2026 Aug 19, 2026
GLENMEDE TRUST CO NA History No change 1,595,899 137,470 0.61% 0.61% 99 0 0.0% Q2 2026 Aug 10, 2026
Members Trust Co History No change 1,582,375 136,305 4.24% 4.24% 100 0 0.0% Q2 2026 Jul 31, 2026
White Lighthouse Investment Management Inc. History No change 1,544,459 133,039 16.58% 16.58% 101 0 0.0% Q2 2026 Aug 04, 2026
BLAIR WILLIAM & CO/IL History No change 1,526,650 131,505 0.34% 0.34% 102 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 1,521,794 131,087 0.18% 0.18% 103 0 0.0% Q2 2026 Aug 12, 2026
Financial Synergies Wealth Advisors, Inc. History No change 1,515,767 130,568 11.07% 11.07% 104 0 0.0% Q2 2026 Jul 17, 2026
Relyea Zuckerberg Hanson LLC History No change 1,495,364 128,810 10.74% 10.74% 105 0 0.0% Q2 2026 Jul 16, 2026
Mountain Capital Investment Advisors Inc. History No change 1,454,679 125,306 17.84% 17.84% 106 0 0.0% Q2 2026 Jul 14, 2026
Martel Wealth Advisors LLC History No change 1,452,410 125,110 19.68% 19.68% 107 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,435,072 123,617 0.63% 0.63% 108 0 0.0% Q2 2026 Aug 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,429,857 123,167 9.35% 9.35% 109 0 0.0% Q2 2026 Jul 16, 2026
Private Advisor Group, LLC History No change 1,421,882 122,480 0.56% 0.56% 110 0 0.0% Q2 2026 Jul 27, 2026
Clark Asset Management, LLC History No change 1,409,521 121,416 9.53% 9.53% 111 0 0.0% Q2 2026 Jul 07, 2026
Advisors Capital Management, LLC History No change 1,407,673 121,257 1.28% 1.28% 112 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History No change 1,407,442 121,237 4.19% 4.19% 113 0 0.0% Q2 2026 Aug 04, 2026
Bleakley Financial Group, LLC History No change 1,404,506 120,984 1.54% 1.54% 114 0 0.0% Q2 2026 Aug 05, 2026
Atria Investments, Inc History No change 1,382,122 119,056 1.19% 1.19% 115 0 0.0% Q2 2026 Jul 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,376,479 118,569 0.82% 0.82% 116 0 0.0% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,357,500 116,935 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
HCR Wealth Advisors History No change 1,355,155 116,733 10.45% 10.45% 118 0 0.0% Q2 2026 Jul 13, 2026
Pinnacle Financial Partners, Inc. History No change 1,348,377 116,149 0.79% 0.79% 119 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 1,330,946 114,647 0.52% 0.52% 120 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 1,330,069 114,572 2.07% 2.07% 121 0 0.0% Q2 2026 Jul 31, 2026
Pathway Financial Advisors LLC History Added to 1,257,347 113,299 12.52% 11.96% 122 +57,758 4.81% Q3 2026 Oct 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,325,972 112,428 2.46% 2.46% 123 0 0.0% Q2 2026 Jul 17, 2026
Balentine LLC History No change 1,296,527 111,682 3.97% 3.97% 124 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,292,359 111,323 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 1,282,340 110,460 3.72% 3.72% 126 0 0.0% Q2 2026 Jul 24, 2026
One Day In July LLC History No change 1,268,563 109,274 7.6% 7.6% 127 0 0.0% Q2 2026 Aug 03, 2026
CSM Advisors, LLC History No change 1,224,556 105,483 2.25% 2.25% 128 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,206,562 103,933 0.44% 0.44% 129 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 1,203,016 103,627 0.37% 0.37% 130 0 0.0% Q2 2026 Aug 14, 2026
Trust Co of Tennessee History No change 1,194,201 102,868 17.98% 17.98% 131 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 1,192,521 102,723 0.96% 0.96% 132 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 1,164,534 100,312 2.16% 2.16% 133 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,150,200 99,078 0.07% 0.07% 134 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 1,141,794 98,354 11.36% 11.36% 135 0 0.0% Q2 2026 Jul 27, 2026
Crane Advisory, LLC History No change 1,113,696 96,401 13.84% 13.84% 136 0 0.0% Q2 2026 Jul 17, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,118,890 96,381 8.43% 8.43% 137 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 1,114,224 95,979 0.36% 0.36% 138 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,108,162 95,457 0.1% 0.1% 139 0 0.0% Q2 2026 Aug 12, 2026
Berger Financial Group, Inc History No change 1,106,002 95,270 4.86% 4.86% 140 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 1,073,414 92,463 0.79% 0.79% 141 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ADVISERS INC History No change 1,069,677 92,141 0.31% 0.31% 142 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,063,030 91,569 0.6% 0.6% 143 0 0.0% Q2 2026 Aug 14, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,052,890 90,727 10.39% 10.39% 144 0 0.0% Q2 2026 Jul 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 1,048,954 90,356 0.99% 0.99% 145 0 0.0% Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History No change 1,035,344 89,184 11.35% 11.35% 146 0 0.0% Q2 2026 Aug 10, 2026
Howard Capital Management, LLC History No change 1,027,145 88,478 1.05% 1.05% 147 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 1,015,801 87,501 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 1,007,937 86,823 8.33% 8.33% 149 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 1,006,814 86,726 0.1% 0.1% 150 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 1,005,342 86,600 1.16% 1.16% 151 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 996,127 85,806 1.09% 1.09% 152 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 950,035 85,607 2.24% 2.22% 153 +21,010 2.26% Q3 2026 Oct 07, 2026
Florida Trust Wealth Management Co History No change 964,154 83,052 2.07% 2.07% 154 0 0.0% Q2 2026 Jul 27, 2026
Granite Bay Wealth Management, LLC History No change 964,042 83,042 7.65% 7.65% 155 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 949,202 81,764 0.39% 0.39% 156 0 0.0% Q2 2026 Sep 23, 2026
Gotham Asset Management, LLC History No change 948,861 81,734 0.19% 0.19% 157 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 941,433 81,095 12.45% 12.45% 158 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 937,700 80,773 0.16% 0.16% 159 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 932,446 78,120 1.56% 1.56% 160 0 0.0% Q2 2026 Jul 29, 2026
DAVENPORT & Co LLC History No change 899,647 77,495 0.38% 0.38% 161 0 0.0% Q2 2026 Jul 13, 2026
Strategic Investment Advisors / MI History No change 896,392 77,215 4.67% 4.67% 162 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 895,910 77,173 0.87% 0.87% 163 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 880,459 75,842 0.21% 0.21% 164 0 0.0% Q2 2026 Aug 07, 2026
Blue Edge Capital, LLC History No change 879,889 75,793 9.1% 9.1% 165 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 875,866 75,447 0.85% 0.85% 166 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 874,516 75,330 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 871,237 75,048 1.39% 1.39% 168 0 0.0% Q2 2026 Aug 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 870,799 75,010 3.7% 3.7% 169 0 0.0% Q2 2026 Jul 20, 2026
Hirtle & Co., LLC History No change 858,558 73,956 2.43% 2.43% 170 0 0.0% Q2 2026 Aug 14, 2026
STEVENS CAPITAL PARTNERS History No change 856,907 73,814 14.04% 14.04% 171 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 853,996 73,563 1.01% 1.01% 172 0 0.0% Q2 2026 Aug 10, 2026
Magnus Financial Group LLC History No change 850,288 73,243 5.18% 5.18% 173 0 0.0% Q2 2026 Jul 09, 2026
Affinity Capital Advisors, LLC History No change 841,422 72,934 9.01% 9.01% 174 0 0.0% Q2 2026 Jul 08, 2026
M&T BANK CORP History No change 838,589 72,236 0.21% 0.21% 175 0 0.0% Q2 2026 Aug 04, 2026
Brickley Wealth Management History No change 835,687 71,986 10.34% 10.34% 176 0 0.0% Q2 2026 Jul 13, 2026
Quantum Financial Planning Services, Inc. History No change 825,945 71,146 22.06% 22.06% 177 0 0.0% Q2 2026 Jul 15, 2026
Permanens Capital L.P. History No change 825,415 71,101 7.31% 7.31% 178 0 0.0% Q2 2026 Aug 14, 2026
Partners in Financial Planning History No change 824,863 71,053 10.77% 10.77% 179 0 0.0% Q2 2026 Aug 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 821,008 70,721 5.3% 5.3% 180 0 0.0% Q2 2026 Aug 12, 2026
Destination Wealth Management History No change 819,218 70,567 1.65% 1.65% 181 0 0.0% Q2 2026 Aug 14, 2026
SAGE FINANCIAL GROUP INC History No change 817,902 70,454 3.9% 3.9% 182 0 0.0% Q2 2026 Jul 21, 2026
Retirement Planning Group, LLC History No change 817,700 70,436 1.79% 1.79% 183 0 0.0% Q2 2026 Aug 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 810,898 69,850 4.13% 4.13% 184 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History No change 800,723 68,974 6.22% 6.22% 185 0 0.0% Q2 2026 Jul 10, 2026
Systematic Alpha Investments, LLC History No change 784,030 67,536 1.81% 1.81% 186 0 0.0% Q2 2026 Aug 13, 2026
Nadler Financial Group, Inc. History No change 783,592 67,498 5.72% 5.72% 187 0 0.0% Q2 2026 Jul 29, 2026
Gleason Group, Inc. History No change 777,251 66,952 5.84% 5.84% 188 0 0.0% Q2 2026 Jul 13, 2026
American Trust History No change 772,322 66,527 5.13% 5.13% 189 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 768,216 66,174 0.89% 0.89% 190 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 755,825 65,309 0.11% 0.11% 191 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 745,011 64,175 0.04% 0.04% 192 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 742,981 64,000 1.16% 1.16% 193 0 0.0% Q2 2026 Jul 20, 2026
Grey Fox Wealth Advisors, LLC History No change 739,754 63,722 10.0% 10.0% 194 0 0.0% Q2 2026 Jul 17, 2026
Connecticut Wealth Management, LLC History No change 735,408 63,348 2.34% 2.34% 195 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 735,402 63,347 3.16% 3.16% 196 0 0.0% Q2 2026 Jul 23, 2026
SP Asset Management LLC History No change 733,495 63,183 5.07% 5.07% 197 0 0.0% Q2 2026 Aug 04, 2026
Principle Wealth Partners LLC History No change 732,355 63,085 3.11% 3.11% 198 0 0.0% Q2 2026 Aug 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 728,319 62,737 3.74% 3.74% 199 0 0.0% Q2 2026 Aug 12, 2026
Checchi Capital Advisers, LLC History No change 727,809 62,693 2.82% 2.82% 200 0 0.0% Q2 2026 Aug 04, 2026
Root Financial Partners, LLC History No change 725,524 62,496 2.43% 2.43% 201 0 0.0% Q2 2026 Jul 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 708,044 60,979 13.95% 13.95% 202 0 0.0% Q2 2026 Jul 08, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 703,389 60,589 1.31% 1.31% 203 0 0.0% Q2 2026 Jul 17, 2026
GOLDEN ROAD ADVISORS LLC History No change 700,912 60,376 29.28% 29.28% 204 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial Wealth Advisors, LLC History No change 679,485 58,530 7.48% 7.48% 205 0 0.0% Q2 2026 Jul 15, 2026
MBM WEALTH CONSULTANTS, LLC History No change 666,368 57,400 11.07% 11.07% 206 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 658,936 56,760 0.58% 0.58% 207 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 650,199 56,008 6.87% 6.87% 208 0 0.0% Q2 2026 Aug 11, 2026
CFS Investment Advisory Services, LLC History No change 652,189 55,762 3.72% 3.72% 209 0 0.0% Q2 2026 Jul 16, 2026
Wealthfront Advisers LLC History No change 637,823 54,942 0.11% 0.11% 210 0 0.0% Q2 2026 Aug 07, 2026
Wealth Analytics Partners, LLC History No change 630,086 54,792 19.87% 19.87% 211 0 0.0% Q2 2026 Jul 16, 2026
J.W. COLE ADVISORS, INC. History No change 633,442 54,564 0.94% 0.94% 212 0 0.0% Q2 2026 Jul 21, 2026
Warwick Investment Management, Inc. History No change 629,625 54,235 6.09% 6.09% 213 0 0.0% Q2 2026 Jul 31, 2026
Fee-Only Financial Planning, L.C. History No change 629,499 54,225 29.06% 29.06% 214 0 0.0% Q2 2026 Jul 29, 2026
Mesirow Financial Investment Management, Inc. History No change 622,377 53,613 0.84% 0.84% 215 0 0.0% Q2 2026 Jul 22, 2026
TL Private Wealth History No change 620,337 53,274 19.54% 19.54% 216 0 0.0% Q2 2026 Jul 08, 2026
Old Mission Investment Co LLC History No change 615,335 53,004 11.03% 11.03% 217 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 614,209 52,907 0.83% 0.83% 218 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Advisors, Inc. History No change 611,057 52,636 11.03% 11.03% 219 0 0.0% Q2 2026 Jul 17, 2026
FIRST HORIZON CORP History No change 610,032 52,548 2.02% 2.02% 220 0 0.0% Q2 2026 Jul 20, 2026
Rise Advisors, LLC History No change 609,959 52,541 14.79% 14.79% 221 0 0.0% Q2 2026 Jul 10, 2026
Duncan Williams Asset Management, LLC History No change 607,777 52,353 11.8% 11.8% 222 0 0.0% Q2 2026 Jul 22, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 603,992 52,027 8.29% 8.29% 223 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 602,395 51,890 0.24% 0.24% 224 0 0.0% Q2 2026 Aug 03, 2026
Dodds Wealth, LLC History No change 600,150 51,696 11.63% 11.63% 225 0 0.0% Q2 2026 Aug 06, 2026
Strata Wealth Advisors, LLC History No change 592,408 51,029 12.45% 12.45% 226 0 0.0% Q2 2026 Aug 05, 2026
Chaney Capital Management, Inc. History No change 587,146 50,576 15.9% 15.9% 227 0 0.0% Q2 2026 Aug 12, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 592,078 50,486 19.79% 19.79% 228 0 0.0% Q2 2026 Aug 12, 2026
GenWealth Group, Inc. History No change 583,351 50,249 7.83% 7.83% 229 0 0.0% Q2 2026 Jul 10, 2026
Wealth Management Strategies, Inc. History No change 581,578 50,097 19.58% 19.58% 230 0 0.0% Q2 2026 Aug 17, 2026
JNBA Financial Advisors History No change 581,566 50,096 3.79% 3.79% 231 0 0.0% Q2 2026 Jul 23, 2026
Global Strategic Investment Solutions, LLC History No change 580,979 50,045 4.44% 4.44% 232 0 0.0% Q2 2026 Aug 07, 2026
Certified Advisory Corp History No change 580,439 49,996 4.03% 4.03% 233 0 0.0% Q2 2026 Jul 16, 2026
PFG Advisors History No change 571,575 49,235 2.48% 2.48% 234 0 0.0% Q2 2026 Jul 16, 2026
Jacobsen Capital Management History No change 569,155 49,026 14.34% 14.34% 235 0 0.0% Q2 2026 Jul 29, 2026
First Pacific Financial History No change 566,990 48,840 5.82% 5.82% 236 0 0.0% Q2 2026 Jul 20, 2026
One Capital Management, LLC History No change 111,641 48,763 1.36% 1.36% 237 0 0.0% Q2 2026 Aug 13, 2026
Wolff Financial Management LLC History No change 563,790 48,564 9.68% 9.68% 238 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 557,703 48,040 0.27% 0.27% 239 0 0.0% Q2 2026 Jul 29, 2026
NI ACQUISITIONS COMPANY, LLC History No change 551,896 47,540 20.29% 20.29% 240 0 0.0% Q2 2026 Aug 05, 2026
MGO ONE SEVEN LLC History No change 551,787 47,530 0.78% 0.78% 241 0 0.0% Q2 2026 Jul 31, 2026
Compound Planning, Inc. History No change 544,731 46,923 1.22% 1.22% 242 0 0.0% Q2 2026 Aug 04, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 540,084 46,522 0.67% 0.67% 243 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 535,081 46,091 0.7% 0.7% 244 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History No change 533,784 45,980 1.34% 1.34% 245 0 0.0% Q2 2026 Aug 11, 2026
Bishop & Co Investment Management, LLC History No change 530,376 45,686 14.07% 14.07% 246 0 0.0% Q2 2026 Jul 22, 2026
Joel Isaacson & Co., LLC History No change 523,090 45,058 1.3% 1.3% 247 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 521,516 44,923 4.46% 4.46% 248 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 518,759 44,685 10.74% 10.74% 249 0 0.0% Q2 2026 Jul 09, 2026
NWAM LLC History No change 515,743 44,426 2.22% 2.22% 250 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 513,362 44,221 0.07% 0.07% 251 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 513,656 43,763 6.17% 6.17% 252 0 0.0% Q2 2026 Aug 07, 2026
Newton One Investments LLC History No change 505,882 43,576 10.97% 10.97% 253 0 0.0% Q2 2026 Jul 22, 2026
TIAA Wealth Investment Management LLC History No change 509,868 43,264 0.29% 0.29% 254 0 0.0% Q2 2026 Aug 10, 2026
Scott Capital Advisors, LLC History No change 500,282 43,094 6.75% 6.75% 255 0 0.0% Q2 2026 Jul 10, 2026
Advisory Services Network, LLC History No change 493,893 42,544 0.48% 0.48% 256 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD SECURITIES, INC. History No change 491,538 42,341 2.41% 2.41% 257 0 0.0% Q2 2026 Jul 15, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 484,778 41,754 4.78% 4.78% 258 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 484,413 41,727 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 479,122 41,271 0.27% 0.27% 260 0 0.0% Q2 2026 Sep 08, 2026
COMMERCE BANK History No change 477,706 41,149 0.18% 0.18% 261 0 0.0% Q2 2026 Aug 12, 2026
Arcadia Wealth Management, LLC History No change 472,892 40,734 12.79% 12.79% 262 0 0.0% Q2 2026 Jul 20, 2026
FINANCIAL ADVISORY PARTNERS, LLC History No change 471,062 40,577 10.6% 10.6% 263 0 0.0% Q2 2026 Jul 20, 2026
McNamara Financial Services, Inc. History No change 469,940 40,480 6.98% 6.98% 264 0 0.0% Q2 2026 Jul 22, 2026
Marble Wealth, LLC History No change 466,691 40,200 6.15% 6.15% 265 0 0.0% Q2 2026 Aug 07, 2026
TD Capital Management LLC History No change 460,518 39,668 3.24% 3.24% 266 0 0.0% Q2 2026 Aug 06, 2026
Bragg Financial Advisors, Inc History No change 459,273 39,561 1.06% 1.06% 267 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 459,215 39,556 1.43% 1.43% 268 0 0.0% Q2 2026 Aug 11, 2026
Tilson Financial Group, Inc. History No change 457,942 39,447 10.85% 10.85% 269 0 0.0% Q2 2026 Jul 27, 2026
Legacies Wealth LLC History No change 457,940 39,446 21.61% 21.61% 270 0 0.0% Q2 2026 Jul 22, 2026
Farther Finance Advisors, LLC History No change 455,234 39,203 0.31% 0.31% 271 0 0.0% Q2 2026 Jul 17, 2026
WEALTHSPAN PARTNERS, LLC History No change 454,623 39,161 12.34% 12.34% 272 0 0.0% Q2 2026 Aug 06, 2026
Pure Financial Advisors, LLC History No change 453,868 39,096 0.5% 0.5% 273 0 0.0% Q2 2026 Aug 14, 2026
American Investment Services, Inc. History No change 451,625 38,902 8.22% 8.22% 274 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 447,622 38,558 4.34% 4.34% 275 0 0.0% Q2 2026 Jul 23, 2026
AIRE ADVISORS, LLC History No change 447,120 38,514 6.27% 6.27% 276 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History No change 447,495 38,430 0.54% 0.54% 277 0 0.0% Q2 2026 Jul 08, 2026
ANDERSON HOAGLAND & CO History No change 445,408 38,367 3.01% 3.01% 278 0 0.0% Q2 2026 Jul 06, 2026
Evolution Advisers, Inc. History No change 442,641 38,129 14.01% 14.01% 279 0 0.0% Q2 2026 Jul 31, 2026
TritonPoint Partners, LLC History No change 435,067 37,476 3.11% 3.11% 280 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 430,119 37,050 2.32% 2.32% 281 0 0.0% Q2 2026 Aug 10, 2026
Wealth Alliance Advisory Group, LLC History No change 428,848 36,940 5.34% 5.34% 282 0 0.0% Q2 2026 Jul 23, 2026
Penserra Capital Management LLC History No change 427,691 36,841 0.28% 0.28% 283 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 426,520 36,740 3.61% 3.61% 284 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History No change 424,148 36,536 4.77% 4.77% 285 0 0.0% Q2 2026 Jul 16, 2026
LEGACY FINANCIAL GROUP, INC. History No change 423,930 36,517 8.52% 8.52% 286 0 0.0% Q2 2026 Jul 30, 2026
Kingsview Wealth Management, LLC History No change 423,135 36,448 0.44% 0.44% 287 0 0.0% Q2 2026 Aug 18, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 416,280 35,858 9.19% 9.19% 288 0 0.0% Q2 2026 Jul 15, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 414,195 35,678 4.53% 4.53% 289 0 0.0% Q2 2026 Aug 25, 2026
VeraBank, N.A. History No change 413,193 35,592 5.89% 5.89% 290 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 409,055 35,235 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 11, 2026
Meridian Wealth Management, LLC History No change 399,284 35,177 1.08% 1.08% 292 0 0.0% Q2 2026 Aug 05, 2026
Financial Advisors Network, Inc. History No change 408,191 35,161 4.31% 4.31% 293 0 0.0% Q2 2026 Aug 14, 2026
REAP Financial Group, LLC History No change 407,870 35,133 6.0% 6.0% 294 0 0.0% Q2 2026 Aug 04, 2026
Trek Financial, LLC History No change 407,437 35,096 1.74% 1.74% 295 0 0.0% Q2 2026 Aug 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 405,103 34,895 13.27% 13.27% 296 0 0.0% Q2 2026 Jul 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 402,640 34,683 0.55% 0.55% 297 0 0.0% Q2 2026 Aug 10, 2026
Black Diamond Financial, LLC History No change 401,654 34,598 3.05% 3.05% 298 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 399,347 34,399 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 399,200 34,392 0.5% 0.5% 300 0 0.0% Q2 2026 Jul 15, 2026
DAGCO, INC. History No change 397,557 34,245 6.33% 6.33% 301 0 0.0% Q2 2026 Jul 10, 2026
Cannon Financial Strategists, Inc. History No change 395,858 34,099 3.88% 3.88% 302 0 0.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History No change 395,280 34,049 1.55% 1.55% 303 0 0.0% Q2 2026 Jul 23, 2026
WARNER FINANCIAL, INC History No change 394,862 34,013 10.0% 10.0% 304 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Group, LLC History No change 394,770 34,005 7.38% 7.38% 305 0 0.0% Q2 2026 Aug 06, 2026
Zhang Financial LLC History No change 393,248 33,874 0.99% 0.99% 306 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 392,904 33,844 0.62% 0.62% 307 0 0.0% Q2 2026 Aug 04, 2026
EVERETT HARRIS & CO /CA/ History No change 391,833 33,752 0.41% 0.41% 308 0 0.0% Q2 2026 Aug 03, 2026
Ellis Investment Partners, LLC History No change 390,392 33,628 5.1% 5.1% 309 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 387,547 33,383 1.09% 1.09% 310 0 0.0% Q2 2026 Jul 31, 2026
Parker Financial LLC History No change 386,251 33,267 12.17% 12.17% 311 0 0.0% Q2 2026 Aug 03, 2026
Carter Financial, LLC History No change 385,809 33,233 24.92% 24.92% 312 0 0.0% Q2 2026 Aug 13, 2026
Waterford Advisors, LLC History No change 385,700 33,224 9.07% 9.07% 313 0 0.0% Q2 2026 Aug 14, 2026
United Financial Planning Group LLC History No change 385,232 33,222 16.87% 16.87% 314 0 0.0% Q2 2026 Aug 06, 2026
Sovereign Financial Group, Inc. History No change 384,778 33,144 5.06% 5.06% 315 0 0.0% Q2 2026 Jul 24, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 382,074 32,911 11.97% 11.97% 316 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 381,162 32,833 0.33% 0.33% 317 0 0.0% Q2 2026 Aug 11, 2026
BlueStem Wealth Partners, LLC History No change 380,355 32,763 3.26% 3.26% 318 0 0.0% Q2 2026 Aug 11, 2026
Blankinship & Foster, LLC History No change 378,149 32,573 6.57% 6.57% 319 0 0.0% Q2 2026 Jul 30, 2026
R. W. Roge & Company, Inc. History No change 377,056 32,479 13.59% 13.59% 320 0 0.0% Q2 2026 Jul 31, 2026
Ameritas Advisory Services, LLC History No change 376,110 32,398 0.65% 0.65% 321 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 375,591 32,353 1.96% 1.96% 322 0 0.0% Q2 2026 Jul 16, 2026
Trust Co of the South History No change 371,311 31,984 4.5% 4.5% 323 0 0.0% Q2 2026 Jul 01, 2026
Veery Capital, LLC History Added to 350,820 31,612 8.42% 8.03% 324 +3,812 1.1% Q3 2026 Oct 07, 2026
Tulsa Wealth Advisors, INC History No change 366,691 31,586 4.45% 4.45% 325 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 366,233 31,547 0.3% 0.3% 326 0 0.0% Q2 2026 Aug 06, 2026
BEACON FINANCIAL GROUP History No change 365,100 31,449 2.86% 2.86% 327 0 0.0% Q2 2026 Jul 16, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 364,203 31,372 1.5% 1.5% 328 0 0.0% Q2 2026 Jul 23, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 346,542 31,226 17.29% 16.25% 329 +4,239 1.24% Q3 2026 Oct 07, 2026
Arete Wealth Advisors, LLC History No change 361,436 31,153 2.06% 2.06% 330 0 0.0% Q2 2026 Aug 12, 2026
Towerpoint Wealth, LLC History No change 360,346 31,040 10.74% 10.74% 331 0 0.0% Q2 2026 Jul 09, 2026
Francis Financial, Inc. History No change 358,024 30,840 5.05% 5.05% 332 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 356,638 30,720 0.65% 0.65% 333 0 0.0% Q2 2026 Aug 03, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 355,675 30,637 2.88% 2.88% 334 0 0.0% Q2 2026 Jul 14, 2026
DeDora Capital, Inc. History No change 353,822 30,478 6.62% 6.62% 335 0 0.0% Q2 2026 Jul 13, 2026
Decker Wealth Management LLC History No change 352,395 30,354 6.44% 6.44% 336 0 0.0% Q2 2026 Jul 30, 2026
25 LLC History No change 351,738 30,298 8.3% 8.3% 337 0 0.0% Q2 2026 Jul 28, 2026
FWG Holdings, LLC History No change 361,064 30,141 10.47% 10.47% 338 0 0.0% Q2 2026 Aug 13, 2026
Clayton Financial Group LLC History No change 347,445 29,928 16.55% 16.55% 339 0 0.0% Q2 2026 Jul 20, 2026
CORA CAPITAL ADVISORS LLC History No change 346,628 29,858 8.38% 8.38% 340 0 0.0% Q2 2026 Jul 24, 2026
Beaumont Financial Advisors, LLC History No change 343,561 29,594 1.88% 1.88% 341 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 342,709 29,520 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 345,642 29,327 1.57% 1.57% 343 0 0.0% Q2 2026 Jul 14, 2026
Hiley Hunt Wealth Management History No change 338,573 29,164 11.52% 11.52% 344 0 0.0% Q2 2026 Jul 07, 2026
Curran Financial Partners, LLC History No change 338,321 29,142 4.34% 4.34% 345 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 336,442 28,981 0.44% 0.44% 346 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 335,461 28,896 1.38% 1.38% 347 0 0.0% Q2 2026 Jul 28, 2026
Krilogy Financial LLC History No change 333,026 28,686 0.85% 0.85% 348 0 0.0% Q2 2026 Jul 27, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 332,342 28,627 6.41% 6.41% 349 0 0.0% Q2 2026 Jul 27, 2026
Taylor Financial Group, Inc. History No change 331,273 28,535 15.68% 15.68% 350 0 0.0% Q2 2026 Jul 24, 2026
Beacon Capital Management, LLC History No change 331,249 28,533 4.18% 4.18% 351 0 0.0% Q2 2026 Jul 29, 2026
Oak Root LLC History No change 330,492 28,468 3.14% 3.14% 352 0 0.0% Q2 2026 Jul 13, 2026
CIBC Bancorp USA Inc. History No change 329,781 28,323 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 328,480 28,295 0.13% 0.13% 354 0 0.0% Q2 2026 Aug 11, 2026
ACORN CREEK CAPITAL LLC History No change 326,037 28,084 9.39% 9.39% 355 0 0.0% Q2 2026 Aug 06, 2026
Kohmann Bosshard Financial Services, LLC History No change 322,697 27,797 2.36% 2.36% 356 0 0.0% Q2 2026 Jul 14, 2026
OneDigital Investment Advisors LLC History No change 322,638 27,792 0.23% 0.23% 357 0 0.0% Q2 2026 Aug 06, 2026
ASSOCIATED BANC-CORP History No change 321,776 27,717 0.66% 0.66% 358 0 0.0% Q2 2026 Jul 31, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 319,999 27,564 0.48% 0.48% 359 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 319,819 27,549 0.13% 0.13% 360 0 0.0% Q2 2026 Aug 13, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 319,760 27,544 1.03% 1.03% 361 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 317,854 27,379 3.35% 3.35% 362 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 314,762 27,113 0.45% 0.45% 363 0 0.0% Q2 2026 Aug 11, 2026
BIP Wealth, LLC History No change 314,734 27,111 0.77% 0.77% 364 0 0.0% Q2 2026 Aug 03, 2026
GoalVest Advisory LLC History Added to 659,467 27,033 4.68% 5.72% 365 +301,289 84.12% Q3 2026 Oct 02, 2026
Advantage Trust Co History No change 313,684 27,020 9.51% 9.51% 366 0 0.0% Q2 2026 Jul 17, 2026
OPPENHEIMER & CO INC History No change 313,372 26,993 0.29% 0.29% 367 0 0.0% Q2 2026 Aug 03, 2026
Dakota Wealth Management History No change 312,902 26,953 0.51% 0.51% 368 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 310,621 26,756 2.65% 2.65% 369 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 307,894 26,522 1.38% 1.38% 370 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 304,554 26,234 0.44% 0.44% 371 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 302,163 26,028 0.41% 0.41% 372 0 0.0% Q2 2026 Jul 15, 2026
Whitegate Investment Counselors, Inc. History No change 299,579 25,805 7.35% 7.35% 373 0 0.0% Q2 2026 Aug 10, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 299,155 25,769 18.8% 18.8% 374 0 0.0% Q2 2026 Jul 24, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 298,638 25,724 3.25% 3.25% 375 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 298,384 25,702 0.31% 0.31% 376 0 0.0% Q2 2026 Aug 07, 2026
INTEGRATED WEALTHCARE, LLC History No change 297,818 25,654 19.17% 19.17% 377 0 0.0% Q2 2026 Jul 24, 2026
Werba Rubin Papier Wealth Management History No change 296,253 25,519 3.1% 3.1% 378 0 0.0% Q2 2026 Jul 27, 2026
World Investment Advisors History No change 167,019 25,504 0.42% 0.42% 379 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Planning, Inc. History No change 295,226 25,430 5.83% 5.83% 380 0 0.0% Q2 2026 Jul 10, 2026
Arista Wealth Management, LLC History No change 295,158 25,424 2.74% 2.74% 381 0 0.0% Q2 2026 Jul 08, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 290,322 25,008 3.56% 3.56% 382 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History No change 288,211 24,826 0.73% 0.73% 383 0 0.0% Q2 2026 Jul 06, 2026
Berkshire Money Management, Inc. History No change 288,061 24,813 2.27% 2.27% 384 0 0.0% Q2 2026 Jul 23, 2026
Impact Partnership Wealth, LLC History No change 287,764 24,787 2.41% 2.41% 385 0 0.0% Q2 2026 Jul 29, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 285,014 24,551 3.86% 3.86% 386 0 0.0% Q2 2026 Jul 23, 2026
STAGE HARBOR FINANCIAL, LLC History No change 284,550 24,511 14.16% 14.16% 387 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Wealth, LLC History No change 283,847 24,450 0.24% 0.24% 388 0 0.0% Q2 2026 Aug 10, 2026
Rochester Wealth Strategies, LLC History No change 282,436 24,329 13.47% 13.47% 389 0 0.0% Q2 2026 Jul 22, 2026
Bay Harbor Wealth Management, LLC History No change 281,336 24,234 5.59% 5.59% 390 0 0.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History No change 279,062 24,038 1.47% 1.47% 391 0 0.0% Q2 2026 Aug 11, 2026
Legacy Edge Advisors, LLC History No change 278,734 24,010 2.21% 2.21% 392 0 0.0% Q2 2026 Aug 11, 2026
Noble Family Wealth, LLC History No change 276,518 23,819 4.26% 4.26% 393 0 0.0% Q2 2026 Aug 04, 2026
DiPaolo Financial Group, Inc. History No change 276,073 23,780 15.54% 15.54% 394 0 0.0% Q2 2026 Jul 09, 2026
Peterson Wealth Services History No change 275,181 23,704 5.17% 5.17% 395 0 0.0% Q2 2026 Jul 27, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 283,849 23,695 4.46% 4.46% 396 0 0.0% Q2 2026 Jul 27, 2026
IVC Wealth Advisors LLC History No change 274,451 23,641 9.22% 9.22% 397 0 0.0% Q2 2026 Jul 14, 2026
SAPIENT CAPITAL LLC History No change 272,971 23,513 0.31% 0.31% 398 0 0.0% Q2 2026 Jul 09, 2026
Private Advisory Group LLC History No change 270,900 23,335 1.26% 1.26% 399 0 0.0% Q2 2026 Aug 06, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 266,833 22,985 4.59% 4.59% 400 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 266,619 22,965 0.19% 0.19% 401 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 266,465 22,953 1.9% 1.9% 402 0 0.0% Q2 2026 Jul 29, 2026
Bluespring Wealth Management, LLC History No change 266,157 22,926 0.44% 0.44% 403 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 266,088 22,920 0.48% 0.48% 404 0 0.0% Q2 2026 Jul 29, 2026
Olistico Wealth, LLC History Reduced 253,239 22,819 9.55% 9.31% 405 -1,049,667 -80.56% Q3 2026 Oct 05, 2026
Capital Analysts, LLC History No change 264,815 22,812 0.53% 0.53% 406 0 0.0% Q2 2026 Aug 05, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 264,765 22,806 10.56% 10.56% 407 0 0.0% Q2 2026 Jul 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 263,753 22,719 1.16% 1.16% 408 0 0.0% Q2 2026 Jul 31, 2026
Regent Peak Wealth Advisors LLC History No change 263,714 22,716 4.21% 4.21% 409 0 0.0% Q2 2026 Jul 10, 2026
Roof Eidam Maycock Peralta, LLC History No change 263,185 22,670 4.47% 4.47% 410 0 0.0% Q2 2026 Jul 24, 2026
Hopwood Nicholas Hunter History No change 262,180 22,584 6.2% 6.2% 411 0 0.0% Q2 2026 Aug 14, 2026
Aries Wealth Management History No change 260,784 22,463 4.41% 4.41% 412 0 0.0% Q2 2026 Jul 24, 2026
FC Advisory LLC History Added to 249,139 22,449 5.88% 5.4% 413 +12,624 5.34% Q3 2026 Oct 05, 2026
LVW Advisors, LLC History No change 257,052 22,142 1.91% 1.91% 414 0 0.0% Q2 2026 Jul 15, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 256,846 22,124 4.95% 4.95% 415 0 0.0% Q2 2026 Jul 20, 2026
Prime Capital Investment Advisors, LLC History No change 256,738 22,115 0.21% 0.21% 416 0 0.0% Q2 2026 Aug 05, 2026
Leeward Financial Partners, LLC History No change 256,418 22,087 5.79% 5.79% 417 0 0.0% Q2 2026 Aug 06, 2026
Aspire Private Capital, LLC History No change 254,189 21,895 4.53% 4.53% 418 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 253,186 21,809 1.35% 1.35% 419 0 0.0% Q2 2026 Jul 23, 2026
GILL CAPITAL PARTNERS, LLC History No change 252,268 21,749 5.76% 5.76% 420 0 0.0% Q2 2026 Aug 20, 2026
ROMANO BROTHERS AND COMPANY History No change 250,904 21,612 2.17% 2.17% 421 0 0.0% Q2 2026 Jul 21, 2026
Falcon Wealth Planning History No change 250,109 21,544 1.36% 1.36% 422 0 0.0% Q2 2026 Jul 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 248,000 21,362 0.03% 0.03% 423 0 0.0% Q2 2026 Jul 22, 2026
Midwest Trust Co History No change 247,501 21,319 0.24% 0.24% 424 0 0.0% Q2 2026 Aug 04, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 246,121 21,200 9.22% 9.22% 425 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 245,212 21,122 4.56% 4.56% 426 0 0.0% Q2 2026 Aug 14, 2026
Heartwood Wealth Advisors LLC History Reduced 234,148 21,099 1.67% 1.57% 427 -496 -0.21% Q3 2026 Oct 05, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 244,770 21,084 2.1% 2.1% 428 0 0.0% Q2 2026 Jul 31, 2026
Smith & Howard Wealth Management, LLC History No change 237,699 21,076 4.19% 4.19% 429 0 0.0% Q2 2026 Aug 03, 2026
Enclave Advisors LLC History No change 244,578 21,067 2.67% 2.67% 430 0 0.0% Q2 2026 Jul 14, 2026
Ausdal Financial Partners, Inc. History No change 244,365 21,049 0.82% 0.82% 431 0 0.0% Q2 2026 Aug 14, 2026
Gemmer Asset Management LLC History No change 242,586 20,896 1.4% 1.4% 432 0 0.0% Q2 2026 Jul 15, 2026
Mayfair Advisory Group, LLC History No change 249,138 20,798 6.27% 6.27% 433 0 0.0% Q2 2026 Aug 11, 2026
Silicon Valley Capital Partners History No change 241,290 20,784 1.68% 1.68% 434 0 0.0% Q2 2026 Sep 21, 2026
Robertson Stephens Wealth Management, LLC History No change 240,623 20,727 0.51% 0.51% 435 0 0.0% Q2 2026 Jul 29, 2026
Odyssey Group, LLC History No change 239,737 20,650 5.59% 5.59% 436 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 239,177 20,602 0.42% 0.42% 437 0 0.0% Q2 2026 Aug 06, 2026
VVR Holdings LLC History No change 235,987 20,327 8.79% 8.79% 438 0 0.0% Q2 2026 Jul 15, 2026
Snowden Capital Advisors LLC History No change 234,933 20,237 0.48% 0.48% 439 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 234,304 20,182 0.95% 0.95% 440 0 0.0% Q2 2026 Jul 21, 2026
Rodgers & Associates, LTD History No change 233,969 20,154 1.83% 1.83% 441 0 0.0% Q2 2026 Jul 21, 2026
Caprock Group, LLC History No change 233,600 20,120 0.39% 0.39% 442 0 0.0% Q2 2026 Jul 27, 2026
Topel & Distasi Wealth Management, LLC History No change 233,543 20,117 9.71% 9.71% 443 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 232,760 20,049 0.43% 0.43% 444 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 230,877 19,887 0.19% 0.19% 445 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 229,166 19,740 0.47% 0.47% 446 0 0.0% Q2 2026 Aug 03, 2026
NOVEM GROUP History No change 227,982 19,638 1.99% 1.99% 447 0 0.0% Q2 2026 Jul 21, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 227,726 19,616 1.32% 1.32% 448 0 0.0% Q2 2026 Jul 20, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 227,328 19,582 5.56% 5.56% 449 0 0.0% Q2 2026 Jul 24, 2026
PCA Investment Advisory Services Inc. History No change 224,766 19,361 5.4% 5.4% 450 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 223,377 19,241 0.23% 0.23% 451 0 0.0% Q2 2026 Jul 22, 2026
Facet Wealth, Inc. History No change 222,105 19,132 0.27% 0.27% 452 0 0.0% Q2 2026 Jul 27, 2026
CPA Asset Management Group, LLC History No change 221,397 19,071 5.49% 5.49% 453 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisory, LLC History No change 220,812 19,020 0.67% 0.67% 454 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 220,685 19,009 0.36% 0.36% 455 0 0.0% Q2 2026 Aug 14, 2026
One Charles Private Wealth Services, LLC History No change 220,144 18,963 4.36% 4.36% 456 0 0.0% Q2 2026 Jul 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 216,078 18,612 2.71% 2.71% 457 0 0.0% Q2 2026 Jul 21, 2026
Go Invest LLC History No change 215,780 18,587 4.37% 4.37% 458 0 0.0% Q2 2026 Aug 05, 2026
St. Louis Trust Co History No change 116,477 18,550 2.12% 2.12% 459 0 0.0% Q2 2026 Jul 30, 2026
Texas Yale Capital Corp. History No change 215,012 18,521 0.4% 0.4% 460 0 0.0% Q2 2026 Aug 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 214,780 18,501 6.84% 6.84% 461 0 0.0% Q2 2026 Jul 21, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 214,634 18,488 1.98% 1.98% 462 0 0.0% Q2 2026 Aug 12, 2026
Kathmere Capital Management, LLC History No change 213,164 18,361 0.97% 0.97% 463 0 0.0% Q2 2026 Jul 29, 2026
REGIONS FINANCIAL CORP History No change 213,002 18,347 0.11% 0.11% 464 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 211,823 18,227 4.41% 4.41% 465 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 210,372 18,121 0.13% 0.13% 466 0 0.0% Q2 2026 Jul 23, 2026
Coastal Bridge Advisors, LLC History No change 208,190 17,933 1.11% 1.11% 467 0 0.0% Q2 2026 Aug 17, 2026
GW HENSSLER & ASSOCIATES LTD History No change 206,558 17,792 0.79% 0.79% 468 0 0.0% Q2 2026 Jul 28, 2026
GenTrust, LLC History No change 206,173 17,759 0.68% 0.68% 469 0 0.0% Q2 2026 Aug 06, 2026
Copper Harbor Investment Advisors, LLC History No change 205,074 17,665 3.74% 3.74% 470 0 0.0% Q2 2026 Jul 23, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 204,753 17,637 8.33% 8.33% 471 0 0.0% Q2 2026 Jul 15, 2026
Thayer Financial, L.L.C. History No change 204,557 17,620 16.01% 16.01% 472 0 0.0% Q2 2026 Jul 08, 2026
First Heartland Consultants, Inc. History No change 202,854 17,473 1.13% 1.13% 473 0 0.0% Q2 2026 Jul 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 202,475 17,441 1.22% 1.22% 474 0 0.0% Q2 2026 Jul 07, 2026
BLUELINE ADVISORS LLC History No change 202,400 17,434 12.07% 12.07% 475 0 0.0% Q2 2026 Jul 27, 2026
Karpus Management, Inc. History No change 201,907 17,392 0.5% 0.5% 476 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 201,898 17,391 0.33% 0.33% 477 0 0.0% Q2 2026 Jul 15, 2026
DDFG, Inc History No change 201,735 17,377 3.45% 3.45% 478 0 0.0% Q2 2026 Jul 28, 2026
Archford Capital Strategies, LLC History No change 201,727 17,376 1.76% 1.76% 479 0 0.0% Q2 2026 Jul 17, 2026
D. E. Shaw & Co., Inc. History No change 201,707 17,375 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 14, 2026
Payne Capital Management, LLC History No change 201,200 17,331 4.62% 4.62% 481 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 201,162 17,323 1.43% 1.43% 482 0 0.0% Q2 2026 Aug 07, 2026
Third View Private Wealth, LLC History No change 198,544 17,102 2.1% 2.1% 483 0 0.0% Q2 2026 Jul 27, 2026
STAR Financial Bank History No change 198,385 17,088 6.96% 6.96% 484 0 0.0% Q2 2026 Aug 07, 2026
Oak Harvest Investment Services History No change 198,125 17,066 1.59% 1.59% 485 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 197,185 16,985 0.61% 0.61% 486 0 0.0% Q2 2026 Aug 12, 2026
CHILTON INVESTMENT CO INC. History No change 196,728 16,946 0.41% 0.41% 487 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Advisers, LLC History No change 196,317 16,910 12.24% 12.24% 488 0 0.0% Q2 2026 Jul 29, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 196,224 16,902 1.87% 1.87% 489 0 0.0% Q2 2026 Jul 09, 2026
Robinswood Financial LLC History No change 195,103 16,806 4.82% 4.82% 490 0 0.0% Q2 2026 Jul 14, 2026
FWG Investments, LLC. History No change 194,010 16,712 8.84% 8.84% 491 0 0.0% Q2 2026 Jul 28, 2026
Thrive Wealth Management, LLC History No change 193,880 16,700 2.12% 2.12% 492 0 0.0% Q2 2026 Jul 07, 2026
Beirne Wealth Consulting Services, LLC History No change 193,821 16,695 3.32% 3.32% 493 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 193,222 16,644 0.53% 0.53% 494 0 0.0% Q2 2026 Jul 27, 2026
Safir Wealth Advisors, LLC History No change 192,377 16,571 10.77% 10.77% 495 0 0.0% Q2 2026 Jul 09, 2026
Kendall Capital Management History No change 192,258 16,561 2.76% 2.76% 496 0 0.0% Q2 2026 Aug 12, 2026
SouthState Bank Corp History No change 191,362 16,483 0.69% 0.69% 497 0 0.0% Q2 2026 Aug 06, 2026
Beacon Bridge Wealth Partners, LLC History No change 190,527 16,411 4.68% 4.68% 498 0 0.0% Q2 2026 Aug 05, 2026
Five Pine Wealth Management History No change 190,059 16,371 9.26% 9.26% 499 0 0.0% Q2 2026 Aug 13, 2026
Junk Investment Group, LLC History No change 189,871 16,355 7.24% 7.24% 500 0 0.0% Q2 2026 Jul 29, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 189,663 16,337 3.6% 3.6% 501 0 0.0% Q2 2026 Jul 07, 2026
RIVERSEDGE ADVISORS, LLC History No change 188,068 16,200 2.13% 2.13% 502 0 0.0% Q2 2026 Jul 16, 2026
Onyx Bridge Wealth Group LLC History No change 188,051 16,198 1.46% 1.46% 503 0 0.0% Q2 2026 Jul 23, 2026
EMC Capital Management History No change 187,584 16,159 6.38% 6.38% 504 0 0.0% Q2 2026 Jul 29, 2026
Uptown Financial Advisors LLC History No change 186,647 16,077 10.59% 10.59% 505 0 0.0% Q2 2026 Jul 10, 2026
Vanguard National Trust Co History No change 184,546 15,896 0.87% 0.87% 506 0 0.0% Q2 2026 Aug 13, 2026
Fusion Capital, LLC History No change 184,020 15,851 3.68% 3.68% 507 0 0.0% Q2 2026 Aug 05, 2026
FIRST NATIONAL BANK OF OMAHA History No change 183,735 15,793 0.45% 0.45% 508 0 0.0% Q2 2026 Aug 07, 2026
Carolina Wealth Management Inc History No change 182,999 15,763 7.25% 7.25% 509 0 0.0% Q2 2026 Aug 11, 2026
WATERSHED PRIVATE WEALTH LLC History No change 182,632 15,731 4.43% 4.43% 510 0 0.0% Q2 2026 Jul 17, 2026
SWP FINANCIAL LLC History No change 182,247 15,698 7.26% 7.26% 511 0 0.0% Q2 2026 Jul 24, 2026
Perennial Investment Advisors, LLC History No change 181,822 15,662 1.04% 1.04% 512 0 0.0% Q2 2026 Aug 14, 2026
Birnam Oak Advisors, LP History No change 181,798 15,660 2.54% 2.54% 513 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 182,148 15,611 3.26% 3.26% 514 0 0.0% Q2 2026 Jul 09, 2026
BLB&B Advisors, LLC History No change 180,589 15,555 0.57% 0.57% 515 0 0.0% Q2 2026 Aug 05, 2026
Integrity Wealth Solutions LLC History No change 180,238 15,525 5.74% 5.74% 516 0 0.0% Q2 2026 Jul 30, 2026
XY Planning Network, Inc. History No change 178,651 15,389 1.93% 1.93% 517 0 0.0% Q2 2026 Jul 14, 2026
Columbia River Financial Group, LLC History No change 178,303 15,359 8.25% 8.25% 518 0 0.0% Q2 2026 Aug 13, 2026
Level Financial Advisors History No change 176,907 15,238 3.4% 3.4% 519 0 0.0% Q2 2026 Jul 15, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 176,373 15,192 1.26% 1.26% 520 0 0.0% Q2 2026 Jul 28, 2026
Procyon Advisors, LLC History No change 175,070 15,080 0.65% 0.65% 521 0 0.0% Q2 2026 Jul 09, 2026
Fonville Wealth Management LLC History No change 175,047 15,078 2.46% 2.46% 522 0 0.0% Q2 2026 Jul 28, 2026
NWF Advisory Services Inc. History No change 174,428 15,025 1.41% 1.41% 523 0 0.0% Q2 2026 Jul 29, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 174,311 15,015 5.06% 5.06% 524 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 174,075 14,994 0.49% 0.49% 525 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History No change 173,800 14,971 2.82% 2.82% 526 0 0.0% Q2 2026 Aug 05, 2026
First PREMIER Bank History No change 171,741 14,794 2.39% 2.39% 527 0 0.0% Q2 2026 Jul 15, 2026
Pinion Investment Advisors, LLC History No change 171,347 14,759 2.8% 2.8% 528 0 0.0% Q2 2026 Aug 06, 2026
Horizon Family Wealth, Inc. History No change 170,865 14,718 6.72% 6.72% 529 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 170,265 14,667 1.48% 1.48% 530 0 0.0% Q2 2026 Jul 16, 2026
BRIGHTON SECURITIES CORP. History No change 169,576 14,607 6.27% 6.27% 531 0 0.0% Q2 2026 Jul 07, 2026
Hubbell Strickland Wealth Management, LLC History No change 168,070 14,477 5.22% 5.22% 532 0 0.0% Q2 2026 Jul 29, 2026
Avion Wealth History No change 165,513 14,257 2.65% 2.65% 533 0 0.0% Q2 2026 Jul 31, 2026
Cranbrook Wealth Management, LLC History No change 163,924 14,120 2.64% 2.64% 534 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 163,899 14,118 0.54% 0.54% 535 0 0.0% Q2 2026 Jul 22, 2026
FINANCIAL LIFE ADVISORS History No change 163,801 14,109 4.01% 4.01% 536 0 0.0% Q2 2026 Jul 28, 2026
Koshinski Asset Management, Inc. History No change 162,373 13,986 0.74% 0.74% 537 0 0.0% Q2 2026 Jul 27, 2026
Disciplined Investors, L.L.C. History No change 160,363 13,813 6.91% 6.91% 538 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 160,327 13,810 0.07% 0.07% 539 0 0.0% Q2 2026 Aug 13, 2026
Novak & Powell Financial Services, Inc. History No change 159,980 13,780 6.5% 6.5% 540 0 0.0% Q2 2026 Aug 11, 2026
Mechanics Bank Trust Department History No change 159,501 13,739 1.7% 1.7% 541 0 0.0% Q2 2026 Jul 07, 2026
Ironsides Asset Advisors, LLC History No change 159,372 13,728 3.22% 3.22% 542 0 0.0% Q2 2026 Aug 12, 2026
JMG Financial Group, Ltd. History No change 158,934 13,690 0.33% 0.33% 543 0 0.0% Q2 2026 Jul 31, 2026
Wellspring Financial Advisors, LLC History No change 1,164,575 13,689 0.9% 0.9% 544 0 0.0% Q2 2026 Jul 20, 2026
VSM Wealth Advisory, LLC History No change 158,390 13,643 3.62% 3.62% 545 0 0.0% Q2 2026 Jul 22, 2026
Peak Retirement Planning, Inc. History No change 156,415 13,473 2.13% 2.13% 546 0 0.0% Q2 2026 Aug 10, 2026
Maridea Wealth Management LLC History No change 156,399 13,472 1.46% 1.46% 547 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 156,149 13,450 0.61% 0.61% 548 0 0.0% Q2 2026 Jul 28, 2026
Elevated Capital Advisors, LLC History No change 155,917 13,430 3.69% 3.69% 549 0 0.0% Q2 2026 Aug 03, 2026
Visionary Wealth Advisors History No change 155,148 13,364 0.53% 0.53% 550 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 154,463 13,305 0.62% 0.62% 551 0 0.0% Q2 2026 Aug 11, 2026
Smith Partners Wealth Management, LLC History No change 153,091 13,187 10.48% 10.48% 552 0 0.0% Q2 2026 Aug 10, 2026
Mustard Seed Financial, LLC History No change 152,815 13,163 6.84% 6.84% 553 0 0.0% Q2 2026 Aug 05, 2026
Segment Wealth Management, LLC History No change 152,766 13,159 0.68% 0.68% 554 0 0.0% Q2 2026 Jul 16, 2026
WESTWOOD HOLDINGS GROUP INC History No change 152,727 13,155 0.1% 0.1% 555 0 0.0% Q2 2026 Aug 14, 2026
Compass Financial Group, Inc. (Ohio) History No change 151,896 13,084 8.75% 8.75% 556 0 0.0% Q2 2026 Aug 12, 2026
Sage Mountain Advisors LLC History No change 151,254 13,029 0.8% 0.8% 557 0 0.0% Q2 2026 Aug 05, 2026
Lansing Street Advisors History No change 150,974 13,004 2.76% 2.76% 558 0 0.0% Q2 2026 Jul 24, 2026
CWS Financial Advisors, LLC History No change 150,746 12,985 2.88% 2.88% 559 0 0.0% Q2 2026 Jul 30, 2026
Cassilly Financial Group LLC History Added to 144,016 12,977 8.72% 8.93% 560 +1,132 0.79% Q3 2026 Oct 07, 2026
CARDIFF PARK ADVISORS, LLC History No change 150,100 12,929 1.0% 1.0% 561 0 0.0% Q2 2026 Aug 14, 2026
Financial Insights, Inc. History No change 149,643 12,890 3.39% 3.39% 562 0 0.0% Q2 2026 Aug 25, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 149,593 12,885 0.19% 0.19% 563 0 0.0% Q2 2026 Aug 11, 2026
Hurlow Wealth Management Group, Inc. History No change 149,351 12,865 2.68% 2.68% 564 0 0.0% Q2 2026 Aug 05, 2026
Veratis Advisors, Inc. History No change 149,325 12,862 9.1% 9.1% 565 0 0.0% Q2 2026 Aug 13, 2026
Bath Savings Trust Co History Added to 142,687 12,857 1.33% 1.24% 566 +3,689 2.65% Q3 2026 Oct 07, 2026
Parallel Advisors, LLC History No change 148,462 12,788 0.19% 0.19% 567 0 0.0% Q2 2026 Aug 05, 2026
Meramec Financial Planners, LLC History No change 152,920 12,750 4.66% 4.66% 568 0 0.0% Q2 2026 Jul 28, 2026
PARK AVENUE SECURITIES LLC History No change 147,710 12,724 0.08% 0.08% 569 0 0.0% Q2 2026 Jul 20, 2026
Intergy Private Wealth, LLC History No change 146,830 12,647 2.92% 2.92% 570 0 0.0% Q2 2026 Jul 17, 2026
Sightline Wealth Advisors, LLC History No change 146,349 12,606 4.61% 4.61% 571 0 0.0% Q2 2026 Jul 22, 2026
Riverview Capital Advisers, LLC History No change 144,092 12,412 3.56% 3.56% 572 0 0.0% Q2 2026 Aug 13, 2026
Kure Advisory, LLC History No change 143,995 12,403 5.88% 5.88% 573 0 0.0% Q2 2026 Jul 27, 2026
MTC Wealth Management LLC History No change 143,593 12,369 5.55% 5.55% 574 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 143,416 12,353 0.39% 0.39% 575 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 142,973 12,315 0.22% 0.22% 576 0 0.0% Q2 2026 Jul 31, 2026
Markowski Investments History No change 141,952 12,227 2.69% 2.69% 577 0 0.0% Q2 2026 Aug 13, 2026
Register Financial Advisors LLC History No change 141,812 12,215 3.75% 3.75% 578 0 0.0% Q2 2026 Jul 15, 2026
Nabity-Jensen Investment Management Inc History No change 141,437 12,183 7.47% 7.47% 579 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 140,879 12,135 0.81% 0.81% 580 0 0.0% Q2 2026 Aug 06, 2026
Hofer & Associates. Inc History No change 140,328 12,087 5.84% 5.84% 581 0 0.0% Q2 2026 Jul 21, 2026
Alpine Bank Wealth Management History No change 140,045 12,063 1.55% 1.55% 582 0 0.0% Q2 2026 Aug 07, 2026
Prostatis Group LLC History No change 138,906 11,965 2.79% 2.79% 583 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History No change 138,246 11,908 1.47% 1.47% 584 0 0.0% Q2 2026 Aug 14, 2026
Mosley Wealth Management History No change 137,968 11,884 3.78% 3.78% 585 0 0.0% Q2 2026 Jul 23, 2026
GLR Partners, LLC History No change 137,744 11,865 5.53% 5.53% 586 0 0.0% Q2 2026 Jul 27, 2026
WESBANCO BANK INC History No change 137,467 11,841 0.29% 0.29% 587 0 0.0% Q2 2026 Jul 28, 2026
Crown Wealth Group, LLC History No change 137,152 11,814 3.01% 3.01% 588 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 137,138 11,813 0.11% 0.11% 589 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 137,092 11,809 0.62% 0.62% 590 0 0.0% Q2 2026 Jul 29, 2026
Keystone Financial Group History No change 136,573 11,764 0.7% 0.7% 591 0 0.0% Q2 2026 Jul 29, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 134,616 11,595 2.39% 2.39% 592 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Management, LLC History No change 133,697 11,516 0.49% 0.49% 593 0 0.0% Q2 2026 Jul 22, 2026
NICOLET BANKSHARES INC History No change 132,654 11,475 0.36% 0.36% 594 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 132,865 11,444 0.57% 0.57% 595 0 0.0% Q2 2026 Aug 10, 2026
ERn Financial, LLC History No change 132,586 11,420 1.89% 1.89% 596 0 0.0% Q2 2026 Jul 23, 2026
Winthrop Advisory Group LLC History No change 132,088 11,378 0.77% 0.77% 597 0 0.0% Q2 2026 Jul 17, 2026
GoalFusion Wealth Management, LLC History Added to 125,237 11,285 4.51% 4.26% 598 +2,774 2.27% Q3 2026 Oct 06, 2026
Marathon Wealth Advisors LLC History No change 129,706 11,172 3.82% 3.82% 599 0 0.0% Q2 2026 Sep 11, 2026
Brio Consultants, LLC History No change 129,488 11,154 1.31% 1.31% 600 0 0.0% Q2 2026 Aug 12, 2026
FIRST UNITED BANK & TRUST History No change 129,468 11,152 3.21% 3.21% 601 0 0.0% Q2 2026 Jul 20, 2026
WEST BANCORPORATION INC History No change 129,076 11,118 4.75% 4.75% 602 0 0.0% Q2 2026 Jul 23, 2026
Royal Fund Management, LLC History No change 128,571 11,075 0.92% 0.92% 603 0 0.0% Q2 2026 Jul 20, 2026
Mathes Company, Inc. History No change 127,650 10,996 3.42% 3.42% 604 0 0.0% Q2 2026 Aug 11, 2026
Petix & Botte Co History No change 126,950 10,935 2.2% 2.2% 605 0 0.0% Q2 2026 Aug 04, 2026
DRAVO BAY LLC History No change 126,719 10,915 3.78% 3.78% 606 0 0.0% Q2 2026 Aug 11, 2026
Kovack Advisors, Inc. History No change 126,623 10,910 0.52% 0.52% 607 0 0.0% Q2 2026 Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 126,272 10,877 0.71% 0.71% 608 0 0.0% Q2 2026 Aug 13, 2026
Woodside Wealth Management LLC History No change 126,264 10,876 7.58% 7.58% 609 0 0.0% Q2 2026 Jul 24, 2026
HTG Investment Advisors, Inc. History No change 126,169 10,868 2.79% 2.79% 610 0 0.0% Q2 2026 Aug 06, 2026
Americana Partners, LLC History No change 125,740 10,831 0.24% 0.24% 611 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 125,654 10,823 0.62% 0.62% 612 0 0.0% Q2 2026 Jul 31, 2026
GC Wealth Management RIA, LLC History No change 125,613 10,820 0.62% 0.62% 613 0 0.0% Q2 2026 Jul 16, 2026
Clearwater Capital Advisors, LLC History No change 125,444 10,805 0.79% 0.79% 614 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 125,381 10,800 3.14% 3.14% 615 0 0.0% Q2 2026 Jul 24, 2026
HORIZON BANCORP INC /IN/ History No change 125,310 10,794 5.06% 5.06% 616 0 0.0% Q2 2026 Aug 04, 2026
Freedom Financial Partners LLC History No change 124,928 10,761 3.51% 3.51% 617 0 0.0% Q2 2026 Aug 06, 2026
LifeGoal Investments, LLC History No change 124,701 10,741 4.92% 4.92% 618 0 0.0% Q2 2026 Jul 08, 2026
Washington Trust Advisors, Inc. History No change 124,346 10,711 0.8% 0.8% 619 0 0.0% Q2 2026 Jul 29, 2026
B&D White Capital Company, LLC History No change 123,821 10,665 1.06% 1.06% 620 0 0.0% Q2 2026 Jul 31, 2026
Sowell Financial Services LLC History No change 123,734 10,658 0.35% 0.35% 621 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Retirement, LLC History No change 123,649 10,651 0.58% 0.58% 622 0 0.0% Q2 2026 Aug 12, 2026
Rinkey Investments History No change 123,408 10,630 2.5% 2.5% 623 0 0.0% Q2 2026 Jul 20, 2026
SAX WEALTH ADVISORS, LLC History No change 24,337 10,630 0.43% 0.43% 624 0 0.0% Q2 2026 Jul 09, 2026
Acropolis Investment Management, LLC History No change 122,866 10,583 0.42% 0.42% 625 0 0.0% Q2 2026 Jul 16, 2026
LifePlan Investment Advisors, Inc. History No change 122,424 10,545 3.63% 3.63% 626 0 0.0% Q2 2026 Aug 11, 2026
Valeo Financial Advisors, LLC History No change 122,056 10,513 0.22% 0.22% 627 0 0.0% Q2 2026 Jul 08, 2026
Madison Park Capital Advisors, LLC History No change 122,053 10,513 7.49% 7.49% 628 0 0.0% Q2 2026 Jul 07, 2026
Emergent Wealth Advisors, LLC History No change 121,249 10,511 5.46% 5.46% 629 0 0.0% Q2 2026 Jul 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 121,681 10,481 1.29% 1.29% 630 0 0.0% Q2 2026 Jul 20, 2026
BRIGHTON JONES LLC History No change 121,265 10,445 0.19% 0.19% 631 0 0.0% Q2 2026 Aug 11, 2026
Latigo Investments, LLC History No change 121,050 10,427 4.65% 4.65% 632 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 120,976 10,420 0.62% 0.62% 633 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 120,524 10,381 0.11% 0.11% 634 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 120,138 10,348 0.26% 0.26% 635 0 0.0% Q2 2026 Aug 07, 2026
Capital Planning LLC History No change 119,984 10,335 3.01% 3.01% 636 0 0.0% Q2 2026 Jul 22, 2026
GSG Advisors LLC History No change 119,726 10,313 2.27% 2.27% 637 0 0.0% Q2 2026 Aug 13, 2026
Crusonia Wealth Advisors LLC History No change 117,588 10,129 1.66% 1.66% 638 0 0.0% Q2 2026 Jul 30, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 117,999 10,110 3.26% 3.26% 639 0 0.0% Q2 2026 Jul 23, 2026
StoneX Group Inc. History No change 116,973 10,076 0.41% 0.41% 640 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 116,412 10,027 0.68% 0.68% 641 0 0.0% Q2 2026 Sep 04, 2026
Pine Valley Investments Ltd Liability Co History No change 116,065 9,997 0.39% 0.39% 642 0 0.0% Q2 2026 Jul 24, 2026
GENTRY PRIVATE WEALTH, LLC History No change 115,890 9,982 5.14% 5.14% 643 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Partners, LLC History No change 115,570 9,955 1.42% 1.42% 644 0 0.0% Q2 2026 Aug 03, 2026
CGN Advisors LLC History No change 115,234 9,926 0.72% 0.72% 645 0 0.0% Q2 2026 Jul 06, 2026
Aspen Wealth Management LLC History No change 115,233 9,926 1.69% 1.69% 646 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Wealth Group, LLC History No change 115,092 9,914 0.59% 0.59% 647 0 0.0% Q2 2026 Jul 27, 2026
Apex Wealth Management, LLC History No change 115,103 9,914 6.06% 6.06% 648 0 0.0% Q2 2026 Aug 11, 2026
Tide Cove Capital Partners LLC History No change 111,070 9,895 6.4% 6.4% 649 0 0.0% Q2 2026 Aug 07, 2026
Wind River Trust Co History No change 113,562 9,782 3.3% 3.3% 650 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 113,493 9,776 0.27% 0.27% 651 0 0.0% Q2 2026 Jul 24, 2026
Agate Pass Investment Management, LLC History No change 113,467 9,774 3.6% 3.6% 652 0 0.0% Q2 2026 Jul 08, 2026
GUIDANCE CAPITAL, INC History No change 112,898 9,772 2.09% 2.09% 653 0 0.0% Q2 2026 Jul 20, 2026
Triad Wealth Partners, LLC History No change 112,192 9,769 0.58% 0.58% 654 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 112,693 9,707 1.0% 1.0% 655 0 0.0% Q2 2026 Aug 12, 2026
Diversified Portfolios, Inc. History No change 112,600 9,699 0.7% 0.7% 656 0 0.0% Q2 2026 Aug 04, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 112,573 9,697 4.42% 4.42% 657 0 0.0% Q2 2026 Jul 29, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 112,180 9,663 0.98% 0.98% 658 0 0.0% Q2 2026 Jul 28, 2026
Main Line Retirement Advisors, LLC History No change 112,089 9,655 4.43% 4.43% 659 0 0.0% Q2 2026 Jul 30, 2026
Csenge Advisory Group History No change 111,427 9,598 0.39% 0.39% 660 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 106,753 9,578 0.5% 0.5% 661 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 110,871 9,550 0.27% 0.27% 662 0 0.0% Q2 2026 Jul 17, 2026
WEDBUSH SECURITIES INC History No change 110,542 9,522 0.25% 0.25% 663 0 0.0% Q2 2026 Jul 28, 2026
UPTICK PARTNERS, LLC History No change 110,420 9,511 1.48% 1.48% 664 0 0.0% Q2 2026 Aug 10, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 110,032 9,478 2.35% 2.35% 665 0 0.0% Q2 2026 Aug 07, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 109,812 9,459 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 109,472 9,430 0.36% 0.36% 667 0 0.0% Q2 2026 Aug 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 109,408 9,424 0.27% 0.27% 668 0 0.0% Q2 2026 Aug 10, 2026
Laurel Wealth Advisors LLC History No change 109,273 9,412 0.91% 0.91% 669 0 0.0% Q2 2026 Jul 17, 2026
M3 Advisory Group, LLC History No change 108,637 9,358 4.85% 4.85% 670 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History No change 108,463 9,342 0.28% 0.28% 671 0 0.0% Q2 2026 Jul 15, 2026
MidAtlantic Capital Management, Inc. History No change 108,385 9,336 5.8% 5.8% 672 0 0.0% Q2 2026 Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 108,216 9,321 0.14% 0.14% 673 0 0.0% Q2 2026 Jul 14, 2026
Capital Management Associates, Inc History No change 108,116 9,313 1.87% 1.87% 674 0 0.0% Q2 2026 Jul 22, 2026
Tower View Wealth Management LLC History No change 107,710 9,278 4.08% 4.08% 675 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 107,702 9,277 0.14% 0.14% 676 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 106,582 9,180 0.51% 0.51% 677 0 0.0% Q2 2026 Aug 04, 2026
Gallagher Fiduciary Advisors, LLC History No change 106,379 9,163 0.3% 0.3% 678 0 0.0% Q2 2026 Aug 14, 2026
CUMBERLAND ADVISORS INC History No change 106,358 9,161 3.23% 3.23% 679 0 0.0% Q2 2026 Jul 21, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 106,310 9,157 1.57% 1.57% 680 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 106,204 9,148 0.12% 0.12% 681 0 0.0% Q2 2026 Aug 06, 2026
Addison Advisors LLC History No change 106,154 9,144 4.32% 4.32% 682 0 0.0% Q2 2026 Aug 10, 2026
FIRST AMERICAN TRUST, FSB History No change 105,988 9,129 0.55% 0.55% 683 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 105,700 9,105 0.17% 0.17% 684 0 0.0% Q2 2026 Jul 09, 2026
Fiduciary Alliance LLC History No change 105,286 9,069 0.61% 0.61% 685 0 0.0% Q2 2026 Jul 20, 2026
McKinley Carter Wealth Services, Inc. History No change 105,153 9,057 0.47% 0.47% 686 0 0.0% Q2 2026 Jul 28, 2026
ELEMENT POINTE ADVISORS, LLC History No change 103,752 8,937 1.44% 1.44% 687 0 0.0% Q2 2026 Aug 07, 2026
Campbell Deegan Wealth Management, LLC History No change 103,680 8,931 6.33% 6.33% 688 0 0.0% Q2 2026 Aug 04, 2026
Abbot Financial Management, Inc. History No change 103,627 8,926 3.05% 3.05% 689 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 103,365 8,903 0.41% 0.41% 690 0 0.0% Q2 2026 Aug 20, 2026
Hilltop Holdings Inc. History No change 103,252 8,894 0.69% 0.69% 691 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 103,200 8,889 1.26% 1.26% 692 0 0.0% Q2 2026 Aug 06, 2026
Blueprint Investment Partners LLC History No change 103,190 8,888 0.74% 0.74% 693 0 0.0% Q2 2026 Aug 04, 2026
Bonfire Financial History No change 102,807 8,855 5.69% 5.69% 694 0 0.0% Q2 2026 Aug 07, 2026
Northstar Group, Inc. History No change 102,433 8,823 1.14% 1.14% 695 0 0.0% Q2 2026 Aug 03, 2026
Kelman-Lazarov, Inc. History No change 102,406 8,821 1.16% 1.16% 696 0 0.0% Q2 2026 Aug 10, 2026
Clarus Wealth Advisors History No change 101,757 8,750 3.37% 3.37% 697 0 0.0% Q2 2026 Jul 09, 2026
Emerald Advisors, LLC History No change 101,551 8,747 1.1% 1.1% 698 0 0.0% Q2 2026 Jul 20, 2026
Asset Advisory Group, Inc. History No change 101,152 8,713 3.81% 3.81% 699 0 0.0% Q2 2026 Jul 09, 2026
WealthShield Partners, LLC History No change 100,729 8,676 1.33% 1.33% 700 0 0.0% Q2 2026 Aug 12, 2026
Kassira Wealth Management LLC History No change 100,490 8,656 6.94% 6.94% 701 0 0.0% Q2 2026 Aug 07, 2026
WIN ADVISORS, INC History No change 100,446 8,652 3.08% 3.08% 702 0 0.0% Q2 2026 Aug 04, 2026
MSH Capital Advisors LLC History No change 100,333 8,642 1.5% 1.5% 703 0 0.0% Q2 2026 Aug 10, 2026
Scott & Selber, Inc. History No change 100,115 8,623 1.82% 1.82% 704 0 0.0% Q2 2026 Jul 08, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 100,063 8,619 0.35% 0.35% 705 0 0.0% Q2 2026 Jul 27, 2026
Weinberger Asset Management, Inc History No change 99,821 8,504 2.73% 2.73% 706 0 0.0% Q2 2026 Aug 05, 2026
Valpey Financial Services, LLC History No change 98,356 8,472 5.05% 5.05% 707 0 0.0% Q2 2026 Aug 11, 2026
Krane Financial Solutions LLC History No change 98,099 8,450 5.2% 5.2% 708 0 0.0% Q2 2026 Aug 12, 2026
Great Diamond Partners, LLC History No change 97,960 8,438 1.45% 1.45% 709 0 0.0% Q2 2026 Jul 17, 2026
NorthRock Partners, LLC History No change 97,567 8,404 0.12% 0.12% 710 0 0.0% Q2 2026 Aug 11, 2026
CALTON & ASSOCIATES, INC. History No change 97,164 8,369 1.23% 1.23% 711 0 0.0% Q2 2026 Aug 10, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 97,031 8,357 0.95% 0.95% 712 0 0.0% Q2 2026 Jul 07, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 96,817 8,339 4.29% 4.29% 713 0 0.0% Q2 2026 Jul 28, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 96,280 8,293 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 07, 2026
Rolek Wealth Management LLC History No change 96,226 8,288 4.64% 4.64% 715 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 96,198 8,285 0.84% 0.84% 716 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History No change 96,151 8,282 0.47% 0.47% 717 0 0.0% Q2 2026 Aug 04, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 96,003 8,269 0.11% 0.11% 718 0 0.0% Q2 2026 Jul 15, 2026
Cascades Capital Asset Management, LLC History No change 95,395 8,217 3.04% 3.04% 719 0 0.0% Q2 2026 Aug 14, 2026
Elevation Capital Advisory, LLC History No change 94,735 8,160 3.15% 3.15% 720 0 0.0% Q2 2026 Jul 27, 2026
Churchill Financial Advisors, LLC History No change 94,273 8,120 1.56% 1.56% 721 0 0.0% Q2 2026 Jul 15, 2026
CDKV HOLDINGS LLC History No change 93,885 8,087 6.32% 6.32% 722 0 0.0% Q2 2026 Jul 30, 2026
Gateway Wealth Partners, LLC History No change 93,833 8,082 0.48% 0.48% 723 0 0.0% Q2 2026 Aug 04, 2026
PARK NATIONAL CORP /OH/ History Reduced 89,516 8,066 0.22% 0.23% 724 -5,862 -6.15% Q3 2026 Oct 05, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 93,027 8,013 5.23% 5.23% 725 0 0.0% Q2 2026 Aug 07, 2026
NCM Capital Management, LLC History No change 92,975 8,008 2.47% 2.47% 726 0 0.0% Q2 2026 Aug 14, 2026
High Net Worth Advisory Group LLC History No change 92,831 7,996 1.7% 1.7% 727 0 0.0% Q2 2026 Jul 29, 2026
Estate Counselors, LLC History No change 92,628 7,978 0.69% 0.69% 728 0 0.0% Q2 2026 Aug 07, 2026
Pine Harbor Wealth Management, LLC History No change 92,596 7,976 2.14% 2.14% 729 0 0.0% Q2 2026 Aug 13, 2026
Disciplined Investments, LLC History No change 92,456 7,964 2.57% 2.57% 730 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 92,435 7,962 2.04% 2.04% 731 0 0.0% Q2 2026 Jul 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 91,944 7,920 3.79% 3.79% 732 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 91,936 7,919 0.18% 0.18% 733 0 0.0% Q2 2026 Jul 22, 2026
M1 Capital Management LLC History No change 91,795 7,907 2.92% 2.92% 734 0 0.0% Q2 2026 Aug 11, 2026
Security Financial Services, INC. History No change 91,666 7,896 1.1% 1.1% 735 0 0.0% Q2 2026 Jul 15, 2026
Prestige Wealth Management Group LLC History No change 90,898 7,829 1.42% 1.42% 736 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 90,805 7,821 0.06% 0.06% 737 0 0.0% Q2 2026 Sep 23, 2026
MA Private Wealth History No change 90,156 7,766 1.16% 1.16% 738 0 0.0% Q2 2026 Jul 28, 2026
Ted Buchan & Co History No change 90,120 7,762 2.54% 2.54% 739 0 0.0% Q2 2026 Jul 23, 2026
Cohen Klingenstein LLC History No change 89,959 7,749 0.22% 0.22% 740 0 0.0% Q2 2026 Jul 15, 2026
Infinity Wealth Counsel, LLC History No change 89,937 7,747 6.26% 6.26% 741 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 89,822 7,737 0.64% 0.64% 742 0 0.0% Q2 2026 Jul 16, 2026
Valmark Advisers, Inc. History No change 89,827 7,737 0.08% 0.08% 743 0 0.0% Q2 2026 Aug 06, 2026
Revolve Wealth Partners, LLC History No change 89,754 7,731 0.8% 0.8% 744 0 0.0% Q2 2026 Jul 09, 2026
Wedmont Private Capital History No change 87,738 7,668 0.21% 0.21% 745 0 0.0% Q2 2026 Jul 13, 2026
Capital Advisor Network LLC History No change 88,325 7,608 9.52% 9.52% 746 0 0.0% Q2 2026 Aug 13, 2026
Diversified Enterprises, LLC History No change 87,186 7,510 0.36% 0.36% 747 0 0.0% Q2 2026 Jul 31, 2026
55 North Private Wealth, LLC History No change 87,168 7,508 1.48% 1.48% 748 0 0.0% Q2 2026 Jul 07, 2026
HILL ISLAND FINANCIAL LLC History No change 87,137 7,505 1.6% 1.6% 749 0 0.0% Q2 2026 Aug 11, 2026
Laraway Financial Advisors Inc History No change 87,000 7,494 4.55% 4.55% 750 0 0.0% Q2 2026 Aug 03, 2026
Glen Eagle Advisors, LLC History No change 86,960 7,490 0.94% 0.94% 751 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 86,142 7,420 5.12% 5.12% 752 0 0.0% Q2 2026 Aug 03, 2026
Madison Asset Management, LLC History No change 85,913 7,400 0.09% 0.09% 753 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 85,781 7,389 0.65% 0.65% 754 0 0.0% Q2 2026 Jul 28, 2026
Stone Summit Wealth LLC History No change 85,760 7,387 1.87% 1.87% 755 0 0.0% Q2 2026 Jul 23, 2026
Platform Technology Partners History No change 85,543 7,368 1.21% 1.21% 756 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 85,473 7,362 0.48% 0.48% 757 0 0.0% Q2 2026 Aug 05, 2026
Councilor Wealth, LLC History No change 85,084 7,329 2.97% 2.97% 758 0 0.0% Q2 2026 Jul 21, 2026
NESTEGG ADVISORS, INC. History No change 84,922 7,315 5.17% 5.17% 759 0 0.0% Q2 2026 Jul 14, 2026
HBK Sorce Advisory LLC History No change 82,112 7,285 0.14% 0.14% 760 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 84,410 7,271 0.47% 0.47% 761 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 84,071 7,241 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 13, 2026
Yoder Wealth Management, Inc. History No change 83,698 7,226 2.82% 2.82% 763 0 0.0% Q2 2026 Jul 22, 2026
Insight Advisors, LLC/ PA History No change 83,599 7,201 1.27% 1.27% 764 0 0.0% Q2 2026 Aug 05, 2026
Journey Beyond Wealth, LLC History No change 83,500 7,192 5.62% 5.62% 765 0 0.0% Q2 2026 Aug 05, 2026
Compass Planning Associates Inc History No change 83,390 7,183 3.88% 3.88% 766 0 0.0% Q2 2026 Jul 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 83,175 7,164 4.06% 4.06% 767 0 0.0% Q2 2026 Aug 10, 2026
Advisory Alpha, LLC History No change 83,149 7,162 0.18% 0.18% 768 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Capital Management, LLC History No change 83,029 7,152 1.73% 1.73% 769 0 0.0% Q2 2026 Aug 13, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 82,007 7,064 0.28% 0.28% 770 0 0.0% Q2 2026 Aug 18, 2026
BROWN BROTHERS HARRIMAN & CO History No change 81,624 7,031 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 81,613 7,030 0.08% 0.08% 772 0 0.0% Q2 2026 Aug 04, 2026
Empower Advisory Group, LLC History No change 81,411 7,012 0.02% 0.02% 773 0 0.0% Q2 2026 Aug 12, 2026
City State Bank History No change 80,286 6,915 1.58% 1.58% 774 0 0.0% Q2 2026 Jul 14, 2026
Focus Financial Network, Inc. History No change 79,877 6,880 0.21% 0.21% 775 0 0.0% Q2 2026 Jul 09, 2026
Squarepoint Ops LLC History No change 79,755 6,870 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 14, 2026
Manuka Financial, LLC History No change 79,676 6,863 3.56% 3.56% 777 0 0.0% Q2 2026 Jul 31, 2026
Sendero Wealth Management, LLC History No change 79,175 6,820 0.68% 0.68% 778 0 0.0% Q2 2026 Aug 04, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 78,626 6,772 0.53% 0.53% 779 0 0.0% Q2 2026 Jul 16, 2026
Laird Norton Wetherby Trust Company, LLC History No change 78,314 6,746 0.13% 0.13% 780 0 0.0% Q2 2026 Aug 14, 2026
Compton Wealth Advisory Group, LLC History No change 78,136 6,732 1.36% 1.36% 781 0 0.0% Q2 2026 Jul 21, 2026
AGF MANAGEMENT LTD History No change 77,798 6,701 0.03% 0.03% 782 0 0.0% Q2 2026 Aug 10, 2026
PLANWISER FINANCIAL, LLC History No change 77,711 6,694 4.65% 4.65% 783 0 0.0% Q2 2026 Aug 07, 2026
Prime Buchholz LLC History No change 77,622 6,686 2.41% 2.41% 784 0 0.0% Q2 2026 Aug 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 77,583 6,682 0.19% 0.19% 785 0 0.0% Q2 2026 Aug 05, 2026
TPG Financial Advisors, LLC History No change 77,541 6,679 1.99% 1.99% 786 0 0.0% Q2 2026 Aug 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 77,407 6,667 2.42% 2.42% 787 0 0.0% Q2 2026 Jul 14, 2026
Quadcap Wealth Management, LLC History No change 77,280 6,656 0.65% 0.65% 788 0 0.0% Q2 2026 Jul 31, 2026
Patriot Financial Group Insurance Agency, LLC History No change 77,049 6,636 0.68% 0.68% 789 0 0.0% Q2 2026 Jul 16, 2026
PACIFIC FINANCIAL GROUP INC History No change 76,712 6,607 3.17% 3.17% 790 0 0.0% Q2 2026 Aug 13, 2026
Bawa N Mallick Trust History No change 76,500 6,589 2.13% 2.13% 791 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History No change 7,298 6,571 0.69% 0.69% 792 0 0.0% Q2 2026 Aug 04, 2026
Talon Private Wealth, LLC History No change 75,722 6,522 0.76% 0.76% 793 0 0.0% Q2 2026 Sep 11, 2026
Carnegie Investment Counsel History No change 75,683 6,519 0.13% 0.13% 794 0 0.0% Q2 2026 Jul 30, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 75,556 6,508 5.83% 5.83% 795 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Financial Advisors LLC History No change 75,237 6,480 0.72% 0.72% 796 0 0.0% Q2 2026 Aug 14, 2026
FORONJY FINANCIAL LLC History No change 75,172 6,475 2.38% 2.38% 797 0 0.0% Q2 2026 Jul 23, 2026
DAVIDSON TRUST CO History No change 75,169 6,474 2.53% 2.53% 798 0 0.0% Q2 2026 Jul 29, 2026
Moors & Cabot, Inc. History No change 74,857 6,448 0.25% 0.25% 799 0 0.0% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 74,625 6,428 0.1% 0.1% 800 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 74,532 6,420 0.27% 0.27% 801 0 0.0% Q2 2026 Aug 05, 2026
Prospera Capital Management, LLC History No change 73,847 6,401 2.0% 2.0% 802 0 0.0% Q2 2026 Jul 27, 2026
Kuhn & Co Investment Counsel History No change 74,024 6,376 3.68% 3.68% 803 0 0.0% Q2 2026 Jul 31, 2026
FF Advisors,LLC History No change 73,932 6,368 2.38% 2.38% 804 0 0.0% Q2 2026 Jul 29, 2026
Ironwood Financial, llc History No change 73,582 6,339 0.99% 0.99% 805 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 73,560 6,336 0.04% 0.04% 806 0 0.0% Q2 2026 Aug 12, 2026
BCS Wealth Management History No change 73,543 6,335 1.14% 1.14% 807 0 0.0% Q2 2026 Jul 16, 2026
Battery Global Advisors, LLC History No change 73,443 6,326 3.17% 3.17% 808 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 73,214 6,306 0.22% 0.22% 809 0 0.0% Q2 2026 Aug 05, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 73,200 6,305 0.05% 0.05% 810 0 0.0% Q2 2026 Aug 04, 2026
Fulcrum Capital LLC History No change 73,069 6,294 1.28% 1.28% 811 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 73,025 6,290 0.07% 0.07% 812 0 0.0% Q2 2026 Jul 21, 2026
AlphaCore Capital LLC History No change 72,911 6,280 0.12% 0.12% 813 0 0.0% Q2 2026 Aug 06, 2026
ASPIRIANT, LLC History No change 72,881 6,278 0.15% 0.15% 814 0 0.0% Q2 2026 Jul 20, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 72,870 6,277 2.64% 2.64% 815 0 0.0% Q2 2026 Jul 16, 2026
Faithward Advisors, LLC History No change 72,847 6,275 0.77% 0.77% 816 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 72,679 6,260 0.07% 0.07% 817 0 0.0% Q2 2026 Jul 22, 2026
ROMAN BUTLER FULLERTON & CO History No change 72,453 6,241 1.49% 1.49% 818 0 0.0% Q2 2026 Aug 06, 2026
Cascade Wealth Advisors, Inc History No change 69,774 6,237 2.51% 2.51% 819 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 71,969 6,199 0.3% 0.3% 820 0 0.0% Q2 2026 Aug 11, 2026
United Community Bank History No change 71,958 6,198 1.92% 1.92% 821 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 71,941 6,196 1.73% 1.73% 822 0 0.0% Q2 2026 Jul 24, 2026
Strategic Financial Partners, Ltd. History No change 71,734 6,179 2.33% 2.33% 823 0 0.0% Q2 2026 Aug 03, 2026
CULBERTSON A N & CO INC History No change 71,325 6,143 0.72% 0.72% 824 0 0.0% Q2 2026 Jul 29, 2026
Fourth Dimension Wealth, LLC History No change 71,299 6,141 1.94% 1.94% 825 0 0.0% Q2 2026 Jul 31, 2026
Family CFO Inc History No change 70,948 6,111 2.35% 2.35% 826 0 0.0% Q2 2026 Jul 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 70,811 6,099 0.02% 0.02% 827 0 0.0% Q2 2026 Jul 28, 2026
Finward Bancorp History No change 70,778 6,096 4.62% 4.62% 828 0 0.0% Q2 2026 Jul 16, 2026
Bay Rivers Group History No change 70,625 6,083 2.08% 2.08% 829 0 0.0% Q2 2026 Jul 09, 2026
John W. Brooker & Co., CPAs History No change 70,597 6,081 7.35% 7.35% 830 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 70,449 6,068 0.18% 0.18% 831 0 0.0% Q2 2026 Aug 06, 2026
Tempo Wealth, LLC History No change 70,273 6,053 0.9% 0.9% 832 0 0.0% Q2 2026 Jul 27, 2026
SENTINEL PENSION ADVISORS, LLC History No change 70,973 6,051 0.79% 0.79% 833 0 0.0% Q2 2026 Jul 23, 2026
Causey Wealth LLC History No change 70,060 6,034 2.36% 2.36% 834 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 62,505 6,024 1.1% 1.1% 835 0 0.0% Q2 2026 Aug 04, 2026
United Advisor Group, LLC History No change 69,917 6,022 0.64% 0.64% 836 0 0.0% Q2 2026 Jul 29, 2026
Hexagon Capital Partners LLC History No change 69,723 6,005 0.84% 0.84% 837 0 0.0% Q2 2026 Aug 06, 2026
Wilmington Savings Fund Society, FSB History No change 69,661 6,000 0.13% 0.13% 838 0 0.0% Q2 2026 Jul 28, 2026
Ciovacco Capital Management LLC History No change 69,584 5,998 2.67% 2.67% 839 0 0.0% Q2 2026 Aug 07, 2026
Angeles Investment Advisors, LLC History No change 69,537 5,989 0.36% 0.36% 840 0 0.0% Q2 2026 Jul 22, 2026
Choate Investment Advisors History No change 69,079 5,950 0.1% 0.1% 841 0 0.0% Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History No change 69,031 5,946 0.94% 0.94% 842 0 0.0% Q2 2026 Jul 13, 2026
Gilliland Jeter Wealth Management LLC History No change 68,918 5,936 1.56% 1.56% 843 0 0.0% Q2 2026 Jul 29, 2026
EnRich Financial Partners LLC History No change 68,670 5,915 1.41% 1.41% 844 0 0.0% Q2 2026 Jul 27, 2026
Wescott Financial Advisory Group, LLC History No change 68,447 5,896 0.46% 0.46% 845 0 0.0% Q2 2026 Aug 04, 2026
Madison Wealth Partners, Inc History No change 68,444 5,895 0.75% 0.75% 846 0 0.0% Q2 2026 Aug 12, 2026
Jefferson Bridge Capital, LLC History No change 68,338 5,886 5.1% 5.1% 847 0 0.0% Q2 2026 Jul 21, 2026
EARNED WEALTH ADVISORS, LLC History No change 68,181 5,873 0.38% 0.38% 848 0 0.0% Q2 2026 Aug 14, 2026
Altiora Financial Group, LLC History No change 67,274 5,794 0.91% 0.91% 849 0 0.0% Q2 2026 Aug 07, 2026
EQUITABLE TRUST CO History No change 67,161 5,785 0.24% 0.24% 850 0 0.0% Q2 2026 Jul 23, 2026
Idaho Trust Co History No change 67,097 5,779 1.69% 1.69% 851 0 0.0% Q2 2026 Aug 06, 2026
Arsenal Capital Advisors LLC History No change 67,088 5,778 3.41% 3.41% 852 0 0.0% Q2 2026 Aug 11, 2026
FDx Advisors, Inc. History No change 66,950 5,767 1.74% 1.74% 853 0 0.0% Q2 2026 Aug 04, 2026
Clarity Capital Advisors, LLC History No change 66,688 5,744 2.41% 2.41% 854 0 0.0% Q2 2026 Jul 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 66,457 5,724 0.76% 0.76% 855 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 66,200 5,702 0.21% 0.21% 856 0 0.0% Q2 2026 Jul 21, 2026
Ballentine Partners, LLC History No change 65,600 5,650 0.07% 0.07% 857 0 0.0% Q2 2026 Jul 17, 2026
Bryn Mawr Trust Advisors, LLC History No change 65,130 5,610 0.24% 0.24% 858 0 0.0% Q2 2026 Aug 03, 2026
Leo H. Evart, Inc. History No change 64,839 5,585 4.41% 4.41% 859 0 0.0% Q2 2026 Aug 17, 2026
GREAT LAKES ADVISORS, LLC History No change 64,685 5,571 0.04% 0.04% 860 0 0.0% Q2 2026 Aug 10, 2026
FSM Wealth Advisors, LLC History No change 64,678 5,571 0.59% 0.59% 861 0 0.0% Q2 2026 Jul 15, 2026
Community Bank of Raymore History No change 64,504 5,556 3.27% 3.27% 862 0 0.0% Q2 2026 Jul 28, 2026
KTF INVESTMENTS, LLC History No change 64,259 5,535 0.56% 0.56% 863 0 0.0% Q2 2026 Aug 10, 2026
DMKC Advisory Services, LLC History No change 64,170 5,527 1.04% 1.04% 864 0 0.0% Q2 2026 Jul 07, 2026
LOOMIS SAYLES & CO L P History No change 64,076 5,519 0.01% 0.01% 865 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 63,933 5,507 0.16% 0.16% 866 0 0.0% Q2 2026 Aug 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 63,731 5,489 0.53% 0.53% 867 0 0.0% Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History No change 63,595 5,478 0.13% 0.13% 868 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 63,551 5,474 0.21% 0.21% 869 0 0.0% Q2 2026 Jul 23, 2026
SteelPeak Wealth, LLC History No change 63,375 5,459 0.14% 0.14% 870 0 0.0% Q2 2026 Jul 13, 2026
CX Institutional History Reduced 60,344 5,438 0.15% 0.15% 871 -472 -0.78% Q3 2026 Oct 02, 2026
NorthStar Asset Management LLC /NJ/ History No change 62,623 5,394 2.19% 2.19% 872 0 0.0% Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History No change 62,581 5,390 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 04, 2026
Grandview Asset Management LLC History No change 62,273 5,357 1.33% 1.33% 874 0 0.0% Q2 2026 Jul 24, 2026
WBH ADVISORY INC History No change 62,074 5,347 0.36% 0.36% 875 0 0.0% Q2 2026 Aug 05, 2026
COZAD ASSET MANAGEMENT INC History No change 62,073 5,346 0.35% 0.35% 876 0 0.0% Q2 2026 Aug 14, 2026
Sandy Cove Advisors, LLC History No change 61,969 5,337 1.34% 1.34% 877 0 0.0% Q2 2026 Jul 07, 2026
Anchor Investment Management, LLC History No change 61,923 5,334 0.4% 0.4% 878 0 0.0% Q2 2026 Sep 15, 2026
Evercore Wealth Management, LLC History No change 61,885 5,330 0.08% 0.08% 879 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 61,807 5,324 1.36% 1.36% 880 0 0.0% Q2 2026 Jul 24, 2026
CATALYST PRIVATE WEALTH, LLC History No change 61,369 5,286 2.55% 2.55% 881 0 0.0% Q2 2026 Jul 21, 2026
KWMG, LLC History Reduced 58,473 5,269 0.38% 0.37% 882 -395 -0.67% Q3 2026 Oct 07, 2026
Troutman Wealth Management, LLC History No change 60,803 5,237 4.03% 4.03% 883 0 0.0% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History No change 60,707 5,229 0.06% 0.06% 884 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History No change 60,477 5,209 1.82% 1.82% 885 0 0.0% Q2 2026 Jul 21, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 60,469 5,208 1.18% 1.18% 886 0 0.0% Q2 2026 Aug 10, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 60,356 5,199 1.63% 1.63% 887 0 0.0% Q2 2026 Jul 28, 2026
PLANNING DIRECTIONS INC History No change 60,338 5,197 2.41% 2.41% 888 0 0.0% Q2 2026 Aug 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 60,250 5,189 1.21% 1.21% 889 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History No change 60,024 5,170 0.37% 0.37% 890 0 0.0% Q2 2026 Jul 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 59,930 5,162 0.23% 0.23% 891 0 0.0% Q2 2026 Jul 24, 2026
SOA Wealth Advisors, LLC. History No change 59,924 5,161 0.87% 0.87% 892 0 0.0% Q2 2026 Jul 21, 2026
Pallas Capital Advisors LLC History No change 59,864 5,156 0.16% 0.16% 893 0 0.0% Q2 2026 Aug 07, 2026
SUTTON PLACE INVESTORS LLC History No change 59,119 5,092 2.47% 2.47% 894 0 0.0% Q2 2026 Aug 06, 2026
Chris Bulman Inc History No change 58,911 5,074 1.85% 1.85% 895 0 0.0% Q2 2026 Jul 22, 2026
OPINICUS CAPITAL, INC. History No change 58,766 5,062 2.71% 2.71% 896 0 0.0% Q2 2026 Jul 27, 2026
Allen Investment Management, LLC History No change 58,646 5,051 0.06% 0.06% 897 0 0.0% Q2 2026 Aug 05, 2026
Bison Wealth, LLC History No change 58,249 5,049 0.46% 0.46% 898 0 0.0% Q2 2026 Jul 07, 2026
Raab & Moskowitz Asset Management LLC History No change 58,599 5,047 1.01% 1.01% 899 0 0.0% Q2 2026 Jul 28, 2026
Venturi Wealth Management, LLC History No change 58,602 5,047 0.2% 0.2% 900 0 0.0% Q2 2026 Jul 20, 2026
Wick Capital Partners, LLC History No change 58,547 5,043 0.76% 0.76% 901 0 0.0% Q2 2026 Aug 14, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 58,378 5,028 1.25% 1.25% 902 0 0.0% Q2 2026 Jul 24, 2026
Quest 10 Wealth Builders, Inc. History No change 58,281 5,020 3.9% 3.9% 903 0 0.0% Q2 2026 Jul 24, 2026
Mezzasalma Advisors, LLC History No change 70,532 5,019 1.01% 1.01% 904 0 0.0% Q2 2026 Aug 10, 2026
Tradewinds, LLC. History No change 3,548 5,000 1.13% 1.13% 905 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 57,996 4,995 0.14% 0.14% 906 0 0.0% Q2 2026 Jul 07, 2026
Willis Johnson & Associates, Inc. History No change 57,691 4,969 0.28% 0.28% 907 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 57,732 4,958 0.09% 0.09% 908 0 0.0% Q2 2026 Jul 27, 2026
KG Capital Management History No change 57,470 4,950 2.94% 2.94% 909 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 57,384 4,943 0.09% 0.09% 910 0 0.0% Q2 2026 Aug 10, 2026
Opus Financial Solutions LLC History No change 57,321 4,937 3.98% 3.98% 911 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 57,225 4,929 1.79% 1.79% 912 0 0.0% Q2 2026 Jul 28, 2026
Birchcreek Wealth Management, LLC History No change 57,199 4,927 1.92% 1.92% 913 0 0.0% Q2 2026 Aug 06, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 57,181 4,925 1.73% 1.73% 914 0 0.0% Q2 2026 Aug 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 57,009 4,910 0.42% 0.42% 915 0 0.0% Q2 2026 Jul 27, 2026
HICKS CAPITAL MANAGEMENT LLC History No change 56,564 4,872 3.99% 3.99% 916 0 0.0% Q2 2026 Jul 23, 2026
Axis Wealth Partners, LLC History No change 56,464 4,863 2.33% 2.33% 917 0 0.0% Q2 2026 Jul 28, 2026
Brindle & Bay Financial Advisors, LLC History No change 56,061 4,829 2.42% 2.42% 918 0 0.0% Q2 2026 Jul 20, 2026
Calder Financial LLC History No change 55,893 4,814 4.54% 4.54% 919 0 0.0% Q2 2026 Jul 07, 2026
AlTi Global, Inc. History No change 55,710 4,798 0.1% 0.1% 920 0 0.0% Q2 2026 Aug 05, 2026
Bravias Capital Group, LLC History No change 55,558 4,785 2.84% 2.84% 921 0 0.0% Q2 2026 Jul 30, 2026
ST GERMAIN D J CO INC History No change 55,434 4,775 0.17% 0.17% 922 0 0.0% Q2 2026 Jul 21, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 55,307 4,764 3.41% 3.41% 923 0 0.0% Q2 2026 Jul 31, 2026
Mayflower Financial Advisors, LLC History No change 55,164 4,751 0.41% 0.41% 924 0 0.0% Q2 2026 Jul 09, 2026
1900 WEALTH MANAGEMENT LLC History No change 55,069 4,743 0.26% 0.26% 925 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIENT ADVISORS LLC History No change 54,729 4,714 0.67% 0.67% 926 0 0.0% Q2 2026 Aug 07, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 54,600 4,703 1.68% 1.68% 927 0 0.0% Q2 2026 Jul 21, 2026
Covington Investment Advisors Inc. History No change 54,394 4,685 0.61% 0.61% 928 0 0.0% Q2 2026 Aug 13, 2026
Houlihan Financial Resource Group, Ltd. History No change 54,227 4,671 1.66% 1.66% 929 0 0.0% Q2 2026 Aug 10, 2026
Fortis Group Advisors, LLC History No change 54,057 4,656 0.74% 0.74% 930 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 53,950 4,647 0.28% 0.28% 931 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 53,740 4,629 0.94% 0.94% 932 0 0.0% Q2 2026 Jul 17, 2026
Global Financial Private Client, LLC History No change 53,591 4,616 1.25% 1.25% 933 0 0.0% Q2 2026 Jul 20, 2026
WoodTrust Financial Corp History No change 53,570 4,615 0.55% 0.55% 934 0 0.0% Q2 2026 Jul 27, 2026
Richmond Investment Services, LLC History No change 53,583 4,615 1.46% 1.46% 935 0 0.0% Q2 2026 Jul 27, 2026
Kaydan Wealth Management, Inc. History No change 53,493 4,607 1.4% 1.4% 936 0 0.0% Q2 2026 Jul 24, 2026
KCM INVESTMENT ADVISORS LLC History No change 53,463 4,605 0.14% 0.14% 937 0 0.0% Q2 2026 Aug 13, 2026
Sound View Wealth Advisors Group, LLC History No change 53,242 4,586 0.28% 0.28% 938 0 0.0% Q2 2026 Aug 11, 2026
Asset Allocation & Management Company, LLC History No change 53,182 4,581 1.49% 1.49% 939 0 0.0% Q2 2026 Jul 15, 2026
Veridan Wealth LLC History No change 53,174 4,580 1.56% 1.56% 940 0 0.0% Q2 2026 Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 53,165 4,579 0.6% 0.6% 941 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 53,956 4,578 0.15% 0.15% 942 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 53,014 4,566 0.22% 0.22% 943 0 0.0% Q2 2026 Aug 11, 2026
Center for Financial Planning, Inc. History No change 53,009 4,566 0.43% 0.43% 944 0 0.0% Q2 2026 Jul 21, 2026
Transamerica Financial Advisors, LLC History No change 52,950 4,561 0.39% 0.39% 945 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 52,773 4,545 0.17% 0.17% 946 0 0.0% Q2 2026 Jul 17, 2026
PINNACLE ASSOCIATES LTD History No change 52,681 4,537 0.05% 0.05% 947 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 54,212 4,520 0.08% 0.08% 948 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 54,212 4,520 0.08% 0.08% 949 0 0.0% Q2 2026 Jul 29, 2026
Glass Jacobson Investment Advisors llc History No change 52,374 4,511 1.41% 1.41% 950 0 0.0% Q2 2026 Jul 30, 2026
Oxford Wealth Group, LLC History No change 52,358 4,510 2.02% 2.02% 951 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 51,806 4,462 1.42% 1.42% 952 0 0.0% Q2 2026 Jul 31, 2026
Allegheny Financial Group History No change 51,725 4,455 0.47% 0.47% 953 0 0.0% Q2 2026 Jul 22, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 51,716 4,454 1.88% 1.88% 954 0 0.0% Q2 2026 Jul 13, 2026
Systelligence, LLC History No change 51,691 4,452 0.74% 0.74% 955 0 0.0% Q2 2026 Jul 14, 2026
SageView Advisory Group, LLC History No change 51,407 4,428 0.15% 0.15% 956 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Asset Management, LLC History No change 51,258 4,415 0.43% 0.43% 957 0 0.0% Q2 2026 Aug 11, 2026
ELEVATUS WELATH MANAGEMENT History No change 51,255 4,415 1.07% 1.07% 958 0 0.0% Q2 2026 Aug 13, 2026
Advisor OS, LLC History No change 51,109 4,402 0.29% 0.29% 959 0 0.0% Q2 2026 Aug 05, 2026
Aaron Wealth Advisors LLC History No change 51,102 4,401 0.22% 0.22% 960 0 0.0% Q2 2026 Jul 16, 2026
KFA Private Wealth Group, LLC History Reduced 48,553 4,375 1.03% 1.01% 961 -80 -0.16% Q3 2026 Oct 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 50,541 4,353 0.09% 0.09% 962 0 0.0% Q2 2026 Jul 15, 2026
Level Wealth Management LLC History No change 50,544 4,353 1.74% 1.74% 963 0 0.0% Q2 2026 Jul 28, 2026
Keel Point, LLC History No change 50,420 4,343 0.26% 0.26% 964 0 0.0% Q2 2026 Aug 14, 2026
Probity Advisors, Inc. History No change 49,945 4,302 0.62% 0.62% 965 0 0.0% Q2 2026 Jul 31, 2026
MJP ASSOCIATES INC /ADV History No change 49,741 4,284 0.47% 0.47% 966 0 0.0% Q2 2026 Aug 11, 2026
Financial Alternatives, Inc History No change 49,686 4,279 2.11% 2.11% 967 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 49,570 4,269 0.05% 0.05% 968 0 0.0% Q2 2026 Aug 11, 2026
Midwest Financial Partners Investments, Inc. History No change 49,542 4,267 1.77% 1.77% 969 0 0.0% Q2 2026 Jul 15, 2026
PGIM Custom Harvest LLC History No change 49,189 4,237 0.05% 0.05% 970 0 0.0% Q2 2026 Aug 13, 2026
Clear Creek Financial Management, LLC History No change 49,156 4,234 0.27% 0.27% 971 0 0.0% Q2 2026 Jul 27, 2026
Forum Financial Management, LP History No change 49,040 4,224 0.05% 0.05% 972 0 0.0% Q2 2026 Jul 23, 2026
Capital Squared Financial LLC History No change 48,949 4,216 2.76% 2.76% 973 0 0.0% Q2 2026 Jul 21, 2026
Capital Group Private Client Services, Inc. History No change 48,777 4,201 0.06% 0.06% 974 0 0.0% Q2 2026 Aug 12, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 48,762 4,200 0.22% 0.22% 975 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 48,724 4,197 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 06, 2026
GREENLEAF TRUST History No change 48,723 4,196 0.04% 0.04% 977 0 0.0% Q2 2026 Jul 21, 2026
Strategic Financial Concepts, LLC History No change 48,568 4,183 1.24% 1.24% 978 0 0.0% Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 47,245 4,172 0.5% 0.5% 979 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 48,312 4,161 0.14% 0.14% 980 0 0.0% Q2 2026 Aug 06, 2026
Canvas Wealth Advisors, LLC History No change 47,993 4,134 0.58% 0.58% 981 0 0.0% Q2 2026 Jul 10, 2026
National Philanthropic Trust History No change 47,930 4,128 0.06% 0.06% 982 0 0.0% Q2 2026 Aug 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 47,651 4,104 2.43% 2.43% 983 0 0.0% Q2 2026 Jul 21, 2026
Coastline Trust Co History No change 45,540 4,103 0.38% 0.35% 984 0 0.0% Q3 2026 Oct 01, 2026
Smithfield Trust Co History No change 47,572 4,098 0.16% 0.16% 985 0 0.0% Q2 2026 Aug 05, 2026
Forum Private Client Group LLC History No change 47,565 4,097 1.22% 1.22% 986 0 0.0% Q2 2026 Aug 12, 2026
HHM Wealth Advisors, LLC History No change 47,512 4,092 0.41% 0.41% 987 0 0.0% Q2 2026 Jul 13, 2026
Vines Capital Management, LLC History No change 47,480 4,089 3.35% 3.35% 988 0 0.0% Q2 2026 Aug 14, 2026
RVW Wealth, LLC History Reduced 45,347 4,086 0.26% 0.26% 989 -709 -1.54% Q3 2026 Oct 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 47,422 4,084 0.42% 0.42% 990 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Management History No change 47,401 4,083 4.31% 4.31% 991 0 0.0% Q2 2026 Aug 10, 2026
ASHTON THOMAS SECURITIES, LLC History No change 47,307 4,077 0.6% 0.6% 992 0 0.0% Q2 2026 Jul 27, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 47,315 4,075 2.02% 2.02% 993 0 0.0% Q2 2026 Jul 07, 2026
Continuum Advisory, LLC History No change 47,303 4,074 0.33% 0.33% 994 0 0.0% Q2 2026 Aug 06, 2026
Prospect Financial Services LLC History No change 47,090 4,056 2.05% 2.05% 995 0 0.0% Q2 2026 Aug 06, 2026
RCS Financial Planning, LLC History No change 46,788 4,030 1.91% 1.91% 996 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 46,692 4,022 0.2% 0.2% 997 0 0.0% Q2 2026 Aug 04, 2026
Clark Capital Management Group, Inc. History No change 46,299 3,988 0.02% 0.02% 998 0 0.0% Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History No change 46,235 3,982 0.19% 0.19% 999 0 0.0% Q2 2026 Aug 06, 2026
Covenant Asset Management, LLC History No change 46,185 3,978 0.67% 0.67% 1000 0 0.0% Q2 2026 Jul 20, 2026
Greystone Financial Group, LLC History No change 46,015 3,963 1.11% 1.11% 1001 0 0.0% Q2 2026 Jul 28, 2026
Ethos Financial Group, LLC History No change 47,374 3,963 0.26% 0.26% 1002 0 0.0% Q2 2026 Aug 07, 2026
Aspen Grove Capital, LLC History No change 45,747 3,941 0.57% 0.57% 1003 0 0.0% Q2 2026 Aug 14, 2026
Wisconsin Wealth Advisors, LLC History No change 45,748 3,940 3.38% 3.38% 1004 0 0.0% Q2 2026 Jul 07, 2026
Wealth Enhancement Trust Services, Inc. History Added to 43,598 3,928 0.42% 0.41% 1005 +272 0.63% Q3 2026 Oct 07, 2026
JT Stratford LLC History No change 45,534 3,922 0.43% 0.43% 1006 0 0.0% Q2 2026 Aug 14, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 45,405 3,911 2.0% 2.0% 1007 0 0.0% Q2 2026 Jul 20, 2026
Mason Investment Advisory Services, Inc. History No change 45,077 3,882 0.15% 0.15% 1008 0 0.0% Q2 2026 Aug 13, 2026
Wealth Preservation Advisors, LLC History No change 45,041 3,879 2.21% 2.21% 1009 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 45,024 3,878 0.09% 0.09% 1010 0 0.0% Q2 2026 Aug 13, 2026
HANOVER ADVISORS INC History No change 44,895 3,867 1.39% 1.39% 1011 0 0.0% Q2 2026 Aug 12, 2026
Wilson & Boucher Capital Management, LLC History No change 44,494 3,832 2.25% 2.25% 1012 0 0.0% Q2 2026 Aug 18, 2026
ROTHSCHILD INVESTMENT LLC History No change 44,469 3,830 0.14% 0.14% 1013 0 0.0% Q2 2026 Aug 06, 2026
Stokes Family Office, LLC History No change 44,339 3,819 0.45% 0.45% 1014 0 0.0% Q2 2026 Aug 11, 2026
Keebeck Wealth Management History No change 43,827 3,775 0.37% 0.37% 1015 0 0.0% Q2 2026 Aug 11, 2026
Fort Vancouver Investment Management, LLC History No change 43,830 3,775 1.76% 1.76% 1016 0 0.0% Q2 2026 Jul 29, 2026
EVERPAR ADVISORS LLC History No change 43,693 3,763 1.07% 1.07% 1017 0 0.0% Q2 2026 Jul 09, 2026
SHARPEPOINT LLC History No change 43,664 3,761 1.88% 1.88% 1018 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History No change 43,632 3,758 0.06% 0.06% 1019 0 0.0% Q2 2026 Aug 03, 2026
ArchPoint Investors History No change 43,320 3,731 0.79% 0.79% 1020 0 0.0% Q2 2026 Aug 13, 2026
Westmount Partners, LLC History No change 43,134 3,715 0.81% 0.81% 1021 0 0.0% Q2 2026 Jul 07, 2026
Regatta Research & Money Management History No change 43,045 3,707 3.51% 3.51% 1022 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 42,784 3,685 0.06% 0.06% 1023 0 0.0% Q2 2026 Aug 03, 2026
Cassady Wealth & Retirement Planning, LLC History No change 42,525 3,663 1.7% 1.7% 1024 0 0.0% Q2 2026 Jul 24, 2026
Autumn Glory Partners, LLC History No change 42,138 3,629 1.03% 1.03% 1025 0 0.0% Q2 2026 Aug 03, 2026
Meeder Advisory Services, Inc. History No change 41,982 3,616 0.13% 0.13% 1026 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 41,930 3,611 0.24% 0.24% 1027 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 41,733 3,594 0.07% 0.07% 1028 0 0.0% Q2 2026 Aug 05, 2026
Chicago Capital, LLC History No change 41,720 3,593 0.09% 0.09% 1029 0 0.0% Q2 2026 Jul 27, 2026
HOGE FINANCIAL SERVICES, LLC History No change 41,694 3,591 1.72% 1.72% 1030 0 0.0% Q2 2026 Jul 29, 2026
MV CAPITAL MANAGEMENT, INC. History No change 41,454 3,570 0.32% 0.32% 1031 0 0.0% Q2 2026 Jul 30, 2026
Brand Asset Management Group, Inc. History No change 41,388 3,565 0.79% 0.79% 1032 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 41,322 3,559 0.09% 0.09% 1033 0 0.0% Q2 2026 Jul 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 41,323 3,559 0.13% 0.13% 1034 0 0.0% Q2 2026 Aug 14, 2026
Carl P. Sherr & Co., LLC History No change 41,223 3,550 1.49% 1.49% 1035 0 0.0% Q2 2026 Jul 31, 2026
Greenspring Advisors, LLC History No change 41,179 3,547 0.2% 0.2% 1036 0 0.0% Q2 2026 Aug 11, 2026
Reynders McVeigh Capital Management, LLC History No change 40,913 3,524 0.16% 0.16% 1037 0 0.0% Q2 2026 Sep 15, 2026
Legacy Advisors, LLC History No change 40,920 3,524 0.33% 0.33% 1038 0 0.0% Q2 2026 Jul 24, 2026
Gradient Capital Advisors, LLC History No change 40,643 3,500 0.81% 0.81% 1039 0 0.0% Q2 2026 Jul 13, 2026
Compass Financial Group, INC/SD History No change 40,552 3,493 0.4% 0.4% 1040 0 0.0% Q2 2026 Aug 04, 2026
AAFMAA Wealth Management & Trust LLC History No change 40,525 3,490 1.22% 1.22% 1041 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Bancorp, Inc. History No change 40,365 3,477 0.9% 0.9% 1042 0 0.0% Q2 2026 Jul 28, 2026
Northern Lights Advisors, Inc. History No change 40,337 3,474 1.89% 1.89% 1043 0 0.0% Q2 2026 Aug 06, 2026
Advance Capital Management, Inc. History No change 40,168 3,460 0.11% 0.11% 1044 0 0.0% Q2 2026 Aug 12, 2026
Columbia Asset Management History No change 40,157 3,459 0.6% 0.6% 1045 0 0.0% Q2 2026 Jul 21, 2026
Genesis Financial Group, LLC History No change 40,137 3,457 2.25% 2.25% 1046 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 40,114 3,455 0.08% 0.08% 1047 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 40,089 3,453 0.15% 0.15% 1048 0 0.0% Q2 2026 Jul 23, 2026
Triangle Securities Wealth Management History No change 40,090 3,453 0.69% 0.69% 1049 0 0.0% Q2 2026 Jul 14, 2026
Acorn Wealth Advisors, LLC History No change 40,097 3,453 0.84% 0.84% 1050 0 0.0% Q2 2026 Jul 30, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 39,919 3,438 0.85% 0.85% 1051 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 39,868 3,434 0.04% 0.04% 1052 0 0.0% Q2 2026 Aug 06, 2026
Fort Sheridan Advisors LLC History No change 39,820 3,430 0.37% 0.37% 1053 0 0.0% Q2 2026 Aug 05, 2026
ADIRONDACK TRUST CO History No change 39,642 3,414 1.02% 1.02% 1054 0 0.0% Q2 2026 Jul 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 39,642 3,414 0.04% 0.04% 1055 0 0.0% Q2 2026 Jul 24, 2026
ProVise Management Group, LLC History No change 39,620 3,412 0.23% 0.23% 1056 0 0.0% Q2 2026 Aug 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 39,605 3,411 1.24% 1.24% 1057 0 0.0% Q2 2026 Jul 08, 2026
UNIVEST FINANCIAL Corp History No change 39,547 3,406 0.17% 0.17% 1058 0 0.0% Q2 2026 Aug 07, 2026
FENIMORE ASSET MANAGEMENT INC History No change 39,486 3,401 0.07% 0.07% 1059 0 0.0% Q2 2026 Jul 14, 2026
McAdam, LLC History No change 39,333 3,388 0.13% 0.13% 1060 0 0.0% Q2 2026 Aug 04, 2026
Independent Wealth Network Inc. History No change 39,322 3,387 0.86% 0.86% 1061 0 0.0% Q2 2026 Jul 20, 2026
Ancora Advisors LLC History No change 39,201 3,376 0.07% 0.07% 1062 0 0.0% Q2 2026 Aug 14, 2026
Outlook Wealth Advisors, LLC History No change 38,812 3,343 0.72% 0.72% 1063 0 0.0% Q2 2026 Aug 03, 2026
Range Advisory, LLC History No change 38,802 3,342 0.4% 0.4% 1064 0 0.0% Q2 2026 Sep 02, 2026
Wingate Wealth Advisors, Inc. History No change 38,766 3,339 1.47% 1.47% 1065 0 0.0% Q2 2026 Jul 29, 2026
Diversified Trust Co History No change 38,372 3,305 0.05% 0.05% 1066 0 0.0% Q2 2026 Jul 17, 2026
Caldwell Trust Co History No change 38,167 3,287 0.27% 0.27% 1067 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 38,152 3,286 0.0% 0.0% 1068 0 0.0% Q2 2026 Aug 14, 2026
DAVIS R M INC History No change 38,124 3,284 0.05% 0.05% 1069 0 0.0% Q2 2026 Aug 14, 2026
Red Wave Investments LLC History No change 38,082 3,280 0.83% 0.83% 1070 0 0.0% Q2 2026 Aug 05, 2026
Strategic Equity Management History No change 37,767 3,253 1.09% 1.09% 1071 0 0.0% Q2 2026 Aug 10, 2026
WealthPLAN Partners, LLC History No change 37,744 3,251 0.62% 0.62% 1072 0 0.0% Q2 2026 Jul 28, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 37,728 3,249 0.08% 0.08% 1073 0 0.0% Q2 2026 Jul 31, 2026
Accurate Wealth Management, LLC History No change 37,167 3,248 0.31% 0.31% 1074 0 0.0% Q2 2026 Jul 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 37,625 3,241 1.3% 1.3% 1075 0 0.0% Q2 2026 Jul 28, 2026
Madden Advisory Services, Inc. History No change 37,428 3,224 1.16% 1.16% 1076 0 0.0% Q2 2026 Aug 04, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 36,683 3,219 1.83% 1.83% 1077 0 0.0% Q2 2026 Jul 24, 2026
Rockwood Wealth Management, LLC History No change 37,269 3,210 0.2% 0.2% 1078 0 0.0% Q2 2026 Jul 13, 2026
Main Street Financial Solutions, LLC History No change 37,199 3,204 0.21% 0.21% 1079 0 0.0% Q2 2026 Aug 07, 2026
Embree Financial Group History No change 36,980 3,185 0.32% 0.32% 1080 0 0.0% Q2 2026 Jul 15, 2026
Geometric Wealth Advisors History No change 36,893 3,177 0.34% 0.34% 1081 0 0.0% Q2 2026 Aug 11, 2026
Blom & Howell Financial Planning, Inc. History No change 36,781 3,168 2.64% 2.64% 1082 0 0.0% Q2 2026 Aug 04, 2026
Accretive Wealth Partners, LLC History No change 36,743 3,165 0.77% 0.77% 1083 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 36,665 3,158 0.25% 0.25% 1084 0 0.0% Q2 2026 Jul 28, 2026
MOTCO History No change 36,574 3,150 0.27% 0.27% 1085 0 0.0% Q2 2026 Jul 31, 2026
Blue Zone Wealth Advisors, LLC History No change 36,516 3,145 0.55% 0.55% 1086 0 0.0% Q2 2026 Jul 14, 2026
Jordan Park Group LLC History No change 36,504 3,144 0.16% 0.16% 1087 0 0.0% Q2 2026 Aug 11, 2026
Atlatl Advisers LLC History No change 36,478 3,142 0.75% 0.75% 1088 0 0.0% Q2 2026 Jul 22, 2026
Global Wealth Management Investment Advisory, Inc. History No change 36,459 3,140 0.45% 0.45% 1089 0 0.0% Q2 2026 Jul 29, 2026
Bernicke Wealth Management, Ltd. History No change 36,212 3,119 0.36% 0.36% 1090 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 36,019 3,102 0.08% 0.08% 1091 0 0.0% Q2 2026 Jul 31, 2026
SwitchPoint Financial Planning, LLC History No change 36,017 3,102 1.79% 1.79% 1092 0 0.0% Q2 2026 Aug 14, 2026
49 WEALTH MANAGEMENT, LLC History No change 35,959 3,097 0.59% 0.59% 1093 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 35,959 3,097 0.59% 0.59% 1094 0 0.0% Q2 2026 Aug 14, 2026
IPG Investment Advisors LLC History No change 35,902 3,092 0.44% 0.44% 1095 0 0.0% Q2 2026 Aug 12, 2026
WESTBOURNE INVESTMENTS, INC. History No change 35,807 3,084 1.26% 1.26% 1096 0 0.0% Q2 2026 Aug 11, 2026
PW Nova Financial Services LLC History No change 35,774 3,081 0.66% 0.66% 1097 0 0.0% Q2 2026 Jul 29, 2026
EWA, LLC History No change 35,745 3,079 0.56% 0.56% 1098 0 0.0% Q2 2026 Jul 14, 2026
American Institute for Advanced Investment Management, LLP History No change 35,664 3,072 1.78% 1.78% 1099 0 0.0% Q2 2026 Jul 21, 2026
ADVOCATE GROUP LLC History No change 35,617 3,068 0.46% 0.46% 1100 0 0.0% Q2 2026 Jul 17, 2026
Paragon Private Wealth Management, LLC History No change 35,610 3,067 0.8% 0.8% 1101 0 0.0% Q2 2026 Jul 28, 2026
WESPAC Advisors SoCal, LLC History No change 35,533 3,060 0.55% 0.55% 1102 0 0.0% Q2 2026 Jul 16, 2026
CVA Family Office, LLC History No change 35,512 3,058 0.28% 0.28% 1103 0 0.0% Q2 2026 Aug 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 35,509 3,058 0.18% 0.18% 1104 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 35,413 3,050 0.13% 0.13% 1105 0 0.0% Q2 2026 Jul 29, 2026
Safe Harbor Fiduciary, LLC History No change 35,312 3,041 2.37% 2.37% 1106 0 0.0% Q2 2026 Aug 14, 2026
RS CRUM INC. History No change 35,280 3,039 0.57% 0.57% 1107 0 0.0% Q2 2026 Aug 10, 2026
Silver Coast Investments LLC History No change 35,243 3,035 0.9% 0.9% 1108 0 0.0% Q2 2026 Jul 24, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 33,575 3,025 0.78% 0.72% 1109 +1,478 4.6% Q3 2026 Oct 06, 2026
Summit Investment Advisory Services, LLC History No change 35,008 3,015 0.76% 0.76% 1110 0 0.0% Q2 2026 Jul 24, 2026
L. Roy Papp & Associates, LLP History No change 34,879 3,004 0.32% 0.32% 1111 0 0.0% Q2 2026 Jul 23, 2026
Asempa Wealth Advisors History Reduced 33,146 2,990 2.28% 2.24% 1112 -1,755 -5.03% Q3 2026 Oct 07, 2026
IBEX WEALTH ADVISORS History No change 34,704 2,989 0.23% 0.23% 1113 0 0.0% Q2 2026 Jul 27, 2026
Latko Wealth Management, Ltd. History No change 34,545 2,975 1.26% 1.26% 1114 0 0.0% Q2 2026 Jul 24, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 34,528 2,974 0.03% 0.03% 1115 0 0.0% Q2 2026 Aug 14, 2026
MilWealth Group LLC History No change 34,518 2,973 0.63% 0.63% 1116 0 0.0% Q2 2026 Aug 03, 2026
HANCOCK WHITNEY CORP History No change 34,398 2,963 0.05% 0.05% 1117 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 34,152 2,941 0.09% 0.09% 1118 0 0.0% Q2 2026 Jul 09, 2026
ADE, LLC History No change 34,148 2,941 1.24% 1.24% 1119 0 0.0% Q2 2026 Aug 04, 2026
PATTEN & PATTEN INC/TN History No change 34,020 2,930 0.16% 0.16% 1120 0 0.0% Q2 2026 Aug 05, 2026
MAYPORT, LLC History No change 33,859 2,916 0.45% 0.45% 1121 0 0.0% Q2 2026 Aug 07, 2026
WEALTH EFFECTS LLC History No change 33,810 2,912 0.79% 0.79% 1122 0 0.0% Q2 2026 Aug 06, 2026
FLOW TRADERS U.S. LLC History No change 33,603 2,895 0.12% 0.12% 1123 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 33,591 2,893 0.02% 0.02% 1124 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 33,567 2,892 0.91% 0.91% 1125 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 33,409 2,877 0.14% 0.14% 1126 0 0.0% Q2 2026 Aug 14, 2026
TMB Capital Partners, LLC History No change 33,376 2,875 0.9% 0.9% 1127 0 0.0% Q2 2026 Jul 24, 2026
Key FInancial Inc History No change 33,068 2,848 0.47% 0.47% 1128 0 0.0% Q2 2026 Jul 24, 2026
K2 Financial Inc. History No change 32,866 2,848 2.01% 2.01% 1129 0 0.0% Q2 2026 Jul 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 33,042 2,846 0.03% 0.03% 1130 0 0.0% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History No change 32,798 2,825 0.06% 0.06% 1131 0 0.0% Q2 2026 Aug 11, 2026
MONEYWISE, INC. History No change 32,720 2,818 1.05% 1.05% 1132 0 0.0% Q2 2026 Jul 21, 2026
BKM Wealth Management, LLC History No change 32,631 2,810 1.0% 1.0% 1133 0 0.0% Q2 2026 Jul 29, 2026
Tannin Capital LLC History No change 32,566 2,805 1.84% 1.84% 1134 0 0.0% Q2 2026 Aug 04, 2026
Convergence Financial, LLC History No change 32,489 2,798 0.22% 0.22% 1135 0 0.0% Q2 2026 Aug 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 32,000 2,756 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 13, 2026
Evergreen Wealth Management, LLC History No change 31,866 2,744 1.29% 1.29% 1137 0 0.0% Q2 2026 Jul 31, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 31,861 2,744 2.36% 2.36% 1138 0 0.0% Q2 2026 Jul 14, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 31,821 2,741 2.15% 2.15% 1139 0 0.0% Q2 2026 Jul 22, 2026
CGC Financial Services, LLC History No change 31,776 2,737 0.62% 0.62% 1140 0 0.0% Q2 2026 Jul 13, 2026
Wealth Watch Advisors, INC History No change 31,708 2,731 0.89% 0.89% 1141 0 0.0% Q2 2026 Aug 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 31,514 2,714 1.9% 1.9% 1142 0 0.0% Q2 2026 Jul 27, 2026
TRUEFG, LLC History No change 31,424 2,706 0.63% 0.63% 1143 0 0.0% Q2 2026 Jul 16, 2026
Empowered Funds, LLC History No change 31,371 2,702 0.01% 0.01% 1144 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 31,273 2,693 0.02% 0.02% 1145 0 0.0% Q2 2026 Aug 12, 2026
Legacy Financial Group LLC History No change 31,261 2,692 0.3% 0.3% 1146 0 0.0% Q2 2026 Aug 05, 2026
BXM Wealth LLC History No change 31,176 2,685 1.46% 1.46% 1147 0 0.0% Q2 2026 Jul 24, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 31,127 2,681 0.41% 0.41% 1148 0 0.0% Q2 2026 Jul 14, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 31,102 2,679 0.18% 0.18% 1149 0 0.0% Q2 2026 Aug 03, 2026
HSBC HOLDINGS PLC History No change 31,008 2,671 0.0% 0.0% 1150 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 30,916 2,663 0.07% 0.07% 1151 0 0.0% Q2 2026 Aug 14, 2026
Atlas Legacy Advisors, LLC History No change 30,857 2,658 0.39% 0.39% 1152 0 0.0% Q2 2026 Jul 31, 2026
Iron Gate Global Advisors LLC History No change 30,794 2,652 0.26% 0.26% 1153 0 0.0% Q2 2026 Aug 14, 2026
Sagace Wealth Management LLC History No change 30,787 2,651 1.66% 1.66% 1154 0 0.0% Q2 2026 Aug 03, 2026
Gallagher Capital Advisors, LLC History No change 30,766 2,650 1.51% 1.51% 1155 0 0.0% Q2 2026 Aug 04, 2026
Synergy Asset Management, LLC History No change 30,634 2,638 0.25% 0.25% 1156 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 30,557 2,632 0.0% 0.0% 1157 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 30,540 2,630 0.12% 0.12% 1158 0 0.0% Q2 2026 Aug 11, 2026
Next Capital Management LLC History No change 30,404 2,618 0.71% 0.71% 1159 0 0.0% Q2 2026 Aug 03, 2026
KPP Advisory Services LLC History No change 30,372 2,616 0.33% 0.33% 1160 0 0.0% Q2 2026 Jul 24, 2026
May Hill Capital, LLC History No change 30,175 2,599 0.54% 0.54% 1161 0 0.0% Q2 2026 Aug 07, 2026
KLCM Advisors, Inc. History No change 30,144 2,596 0.2% 0.2% 1162 0 0.0% Q2 2026 Aug 06, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 30,055 2,588 0.15% 0.15% 1163 0 0.0% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History No change 29,845 2,570 0.16% 0.16% 1164 0 0.0% Q2 2026 Jul 30, 2026
DT Investment Partners, LLC History No change 29,808 2,567 0.19% 0.19% 1165 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 29,724 2,560 0.14% 0.14% 1166 0 0.0% Q2 2026 Aug 11, 2026
Trilogy Capital Inc. History No change 29,710 2,559 0.1% 0.1% 1167 0 0.0% Q2 2026 Jul 02, 2026
Coppell Advisory Solutions LLC History No change 58,670 2,553 0.21% 0.21% 1168 0 0.0% Q2 2026 Aug 14, 2026
RMG Wealth Management LLC History No change 28,645 2,545 0.26% 0.26% 1169 0 0.0% Q2 2026 Aug 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 28,207 2,513 0.82% 0.82% 1170 0 0.0% Q2 2026 Aug 13, 2026
SFAM, LLC History No change 29,166 2,512 2.05% 2.05% 1171 0 0.0% Q2 2026 Aug 13, 2026
Goldstein Advisors, LLC History No change 29,130 2,509 0.23% 0.23% 1172 0 0.0% Q2 2026 Jul 20, 2026
Fjell Capital, LLC History No change 29,007 2,498 1.7% 1.7% 1173 0 0.0% Q2 2026 Jul 15, 2026
Independent Advisor Alliance History No change 28,998 2,497 0.06% 0.06% 1174 0 0.0% Q2 2026 Aug 12, 2026
SHELTON CAPITAL MANAGEMENT History No change 33,739 2,495 0.05% 0.05% 1175 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 28,956 2,494 0.41% 0.41% 1176 0 0.0% Q2 2026 Jul 07, 2026
EFG International AG History No change 28,931 2,492 0.05% 0.05% 1177 0 0.0% Q2 2026 Aug 14, 2026
Harbor Group, Inc. History No change 28,889 2,488 0.29% 0.29% 1178 0 0.0% Q2 2026 Jul 22, 2026
Strive Financial Group ,LLC History No change 28,814 2,482 1.08% 1.08% 1179 0 0.0% Q2 2026 Aug 14, 2026
Powell Investment Advisors, LLC History No change 28,775 2,478 0.78% 0.78% 1180 0 0.0% Q2 2026 Jul 28, 2026
RTD Financial Advisors, Inc. History No change 28,740 2,475 0.27% 0.27% 1181 0 0.0% Q2 2026 Jul 13, 2026
Hanson & Doremus Investment Management History No change 28,602 2,464 0.25% 0.25% 1182 0 0.0% Q2 2026 Jul 29, 2026
Glenview Trust Co History No change 28,569 2,460 0.03% 0.03% 1183 0 0.0% Q2 2026 Aug 18, 2026
Confluence Wealth Services, Inc. History No change 28,509 2,455 0.07% 0.07% 1184 0 0.0% Q2 2026 Jul 22, 2026
Barnes Wealth Management Group, Inc History No change 28,487 2,453 1.13% 1.13% 1185 0 0.0% Q2 2026 Jul 24, 2026
Harbour Capital Advisors, LLC History No change 28,052 2,451 0.45% 0.45% 1186 0 0.0% Q2 2026 Jul 15, 2026
Ballast Financial Advisors LLC History No change 28,423 2,448 2.22% 2.22% 1187 0 0.0% Q2 2026 Aug 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 28,354 2,442 0.23% 0.23% 1188 0 0.0% Q2 2026 Jul 07, 2026
UNITED BANK History No change 28,326 2,440 0.29% 0.29% 1189 0 0.0% Q2 2026 Jul 30, 2026
Integrity Advisory Solutions, LLC History No change 28,234 2,432 0.25% 0.25% 1190 0 0.0% Q2 2026 Jul 31, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 28,149 2,424 0.46% 0.46% 1191 0 0.0% Q2 2026 Aug 06, 2026
Evanson Financial, LLC History No change 28,130 2,423 0.12% 0.12% 1192 0 0.0% Q2 2026 Jul 07, 2026
Vertrix Wealth Management, LLC History No change 28,014 2,413 0.81% 0.81% 1193 0 0.0% Q2 2026 Jul 09, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 5,521 2,411 0.42% 0.42% 1194 0 0.0% Q2 2026 Aug 03, 2026
VestGen Investment Management History No change 27,799 2,394 1.27% 1.27% 1195 0 0.0% Q2 2026 Jul 31, 2026
Investor's Fiduciary Advisor Network, LLC History No change 27,777 2,392 0.81% 0.81% 1196 0 0.0% Q2 2026 Aug 13, 2026
CWA Asset Management Group, LLC History No change 27,750 2,390 0.07% 0.07% 1197 0 0.0% Q2 2026 Jul 14, 2026
Vident Advisory, LLC History No change 27,732 2,388 0.02% 0.02% 1198 0 0.0% Q2 2026 Aug 12, 2026
Element Squared LLC History No change 27,611 2,378 1.18% 1.18% 1199 0 0.0% Q2 2026 Jul 28, 2026
PECAUT & CO. History No change 27,432 2,362 0.72% 0.72% 1200 0 0.0% Q2 2026 Aug 03, 2026
Camarda Financial Advisors, LLC History No change 27,420 2,361 0.71% 0.71% 1201 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 27,279 2,349 0.09% 0.09% 1202 0 0.0% Q2 2026 Aug 13, 2026
Icon Wealth Advisors, LLC History No change 27,237 2,346 0.14% 0.14% 1203 0 0.0% Q2 2026 Aug 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 26,034 2,345 0.03% 0.02% 1204 +2,610 11.14% Q3 2026 Oct 05, 2026
TECTONIC ADVISORS LLC History No change 27,136 2,337 0.11% 0.11% 1205 0 0.0% Q2 2026 Jul 15, 2026
Goodman Advisory Group, LLC History No change 27,137 2,337 0.54% 0.54% 1206 0 0.0% Q2 2026 Aug 12, 2026
MOKAN Wealth Management Inc. History No change 26,975 2,323 0.89% 0.89% 1207 0 0.0% Q2 2026 Jul 27, 2026
Rollins Financial Advisors, LLC History No change 26,963 2,322 0.31% 0.31% 1208 0 0.0% Q2 2026 Aug 04, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 25,728 2,318 0.02% 0.01% 1209 -708 -2.68% Q3 2026 Oct 06, 2026
Accel Wealth Management History No change 26,896 2,316 0.52% 0.52% 1210 0 0.0% Q2 2026 Jul 10, 2026
SkyOak Wealth, LLC History No change 26,876 2,315 0.38% 0.38% 1211 0 0.0% Q2 2026 Jul 30, 2026
Retirement Planning Co of New England, Inc. History No change 26,774 2,306 0.83% 0.83% 1212 0 0.0% Q2 2026 Jul 30, 2026
Clarendon Private LLC History No change 26,775 2,306 1.48% 1.48% 1213 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 26,733 2,302 0.0% 0.0% 1214 0 0.0% Q2 2026 Aug 11, 2026
Serenity Investment Advisors History No change 26,382 2,299 0.98% 0.98% 1215 0 0.0% Q2 2026 Aug 24, 2026
Alta Wealth Advisors LLC History No change 26,676 2,297 0.62% 0.62% 1216 0 0.0% Q2 2026 Jul 30, 2026
Sunburst Financial Group, LLC History No change 26,492 2,282 0.37% 0.37% 1217 0 0.0% Q2 2026 Jul 08, 2026
Bravera Wealth History No change 26,462 2,279 0.87% 0.87% 1218 0 0.0% Q2 2026 Jul 23, 2026
ALLSTREET CAPITAL ADVISORS LLC History No change 26,455 2,278 1.48% 1.48% 1219 0 0.0% Q2 2026 Jul 28, 2026
Williams Jones Wealth Management, LLC. History No change 26,440 2,277 0.03% 0.03% 1220 0 0.0% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History No change 26,376 2,272 0.04% 0.04% 1221 0 0.0% Q2 2026 Jul 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 26,290 2,265 0.14% 0.14% 1222 0 0.0% Q2 2026 Jul 22, 2026
Nicholas Hoffman & Company, LLC. History No change 26,248 2,261 0.05% 0.05% 1223 0 0.0% Q2 2026 Aug 04, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 26,170 2,254 0.48% 0.48% 1224 0 0.0% Q2 2026 Jul 27, 2026
Olde Wealth Management, LLC History No change 26,174 2,254 0.64% 0.64% 1225 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Counsel, LLC History No change 26,097 2,248 0.28% 0.28% 1226 0 0.0% Q2 2026 Jul 15, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 25,998 2,239 0.13% 0.13% 1227 0 0.0% Q2 2026 Jul 13, 2026
Orin Green Financial, LLC History No change 25,975 2,237 0.83% 0.83% 1228 0 0.0% Q2 2026 Jul 13, 2026
Sovran Advisors, LLC History No change 26,832 2,235 0.17% 0.17% 1229 0 0.0% Q2 2026 Jul 29, 2026
Saiph Capital, LLC History No change 25,922 2,232 0.67% 0.67% 1230 0 0.0% Q2 2026 Jul 29, 2026
Mission Creek Capital Partners, Inc. History No change 25,906 2,231 0.39% 0.39% 1231 0 0.0% Q2 2026 Aug 14, 2026
Cypress Point Wealth Management, LLC History No change 25,817 2,223 0.45% 0.45% 1232 0 0.0% Q2 2026 Jul 17, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 25,806 2,222 0.11% 0.11% 1233 0 0.0% Q2 2026 Jul 08, 2026
Cardinal Point Capital Management ULC History No change 25,788 2,221 0.13% 0.13% 1234 0 0.0% Q2 2026 Jul 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 25,764 2,219 0.06% 0.06% 1235 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 25,728 2,216 0.09% 0.09% 1236 0 0.0% Q2 2026 Jul 29, 2026
Boyd Wealth Management, LLC History No change 25,671 2,211 0.84% 0.84% 1237 0 0.0% Q2 2026 Jul 16, 2026
Bedel Financial Consulting, Inc. History No change 25,658 2,210 0.21% 0.21% 1238 0 0.0% Q2 2026 Jul 29, 2026
STALEY CAPITAL ADVISERS INC History No change 25,638 2,208 0.09% 0.09% 1239 0 0.0% Q2 2026 Aug 11, 2026
Kearns & Associates LLC History No change 25,611 2,206 1.03% 1.03% 1240 0 0.0% Q2 2026 Jul 23, 2026
OBSIDIAN CIO, LLC History No change 25,606 2,205 1.64% 1.64% 1241 0 0.0% Q2 2026 Aug 03, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 25,518 2,198 0.11% 0.11% 1242 0 0.0% Q2 2026 Aug 11, 2026
Winch Advisory Services, LLC History No change 25,500 2,196 0.46% 0.46% 1243 0 0.0% Q2 2026 Aug 06, 2026
Daybright Advisory Services, Inc. History No change 25,776 2,196 0.52% 0.52% 1244 0 0.0% Q2 2026 Aug 04, 2026
Proactive Wealth Strategies LLC History No change 25,466 2,193 0.35% 0.35% 1245 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 5,020 2,192 0.27% 0.27% 1246 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 25,410 2,188 0.0% 0.0% 1247 0 0.0% Q2 2026 Aug 13, 2026
Compass Advisory Group LLC History No change 25,180 2,168 0.52% 0.52% 1248 0 0.0% Q2 2026 Aug 11, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 25,104 2,162 0.62% 0.62% 1249 0 0.0% Q2 2026 Aug 12, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 25,098 2,161 0.91% 0.91% 1250 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 24,887 2,157 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 27, 2026
REDW Wealth LLC History No change 25,028 2,155 0.77% 0.77% 1252 0 0.0% Q2 2026 Jul 30, 2026
Next Level Private LLC History No change 24,987 2,152 0.42% 0.42% 1253 0 0.0% Q2 2026 Jul 09, 2026
Taylor Hoffman Capital Management LLC History No change 24,984 2,152 0.52% 0.52% 1254 0 0.0% Q2 2026 Aug 11, 2026
Detalus Advisors, LLC History No change 24,911 2,145 0.42% 0.42% 1255 0 0.0% Q2 2026 Jul 27, 2026
White Knight Strategic Wealth Advisors, LLC History No change 24,859 2,141 1.5% 1.5% 1256 0 0.0% Q2 2026 Aug 14, 2026
DeLarme Wealth Management, Inc. History No change 24,866 2,141 1.24% 1.24% 1257 0 0.0% Q2 2026 Aug 10, 2026
Avant Capital LLC History No change 24,741 2,131 1.34% 1.34% 1258 0 0.0% Q2 2026 Aug 12, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 24,679 2,125 0.91% 0.91% 1259 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 24,546 2,114 0.08% 0.08% 1260 0 0.0% Q2 2026 Jul 07, 2026
Compass Ion Advisors, LLC History No change 24,504 2,110 0.18% 0.18% 1261 0 0.0% Q2 2026 Aug 12, 2026
TD Waterhouse Canada Inc. History No change 24,407 2,103 0.01% 0.01% 1262 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 24,421 2,103 0.51% 0.51% 1263 0 0.0% Q2 2026 Jul 21, 2026
Park Place Capital Corp History No change 24,375 2,099 0.33% 0.33% 1264 0 0.0% Q2 2026 Aug 13, 2026
Rossmore Private Capital History No change 24,312 2,094 0.17% 0.17% 1265 0 0.0% Q2 2026 Jul 31, 2026
MW ADVISORY, LLC History No change 24,288 2,092 0.84% 0.84% 1266 0 0.0% Q2 2026 Aug 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 24,284 2,091 0.1% 0.1% 1267 0 0.0% Q2 2026 Aug 04, 2026
Manchester Capital Management LLC History No change 24,201 2,084 0.27% 0.27% 1268 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 24,152 2,080 0.87% 0.87% 1269 0 0.0% Q2 2026 Jul 14, 2026
Oakworth Capital, Inc. History No change 23,964 2,064 0.1% 0.1% 1270 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 23,942 2,062 0.12% 0.12% 1271 0 0.0% Q2 2026 Aug 05, 2026
CBM Financial, LLC History No change 24,178 2,061 1.23% 1.23% 1272 0 0.0% Q2 2026 Aug 10, 2026
Aventus Investment Advisors, Inc. History No change 23,880 2,057 1.51% 1.51% 1273 0 0.0% Q2 2026 Jul 24, 2026
FIRST MANHATTAN CO. LLC. History No change 23,852 2,054 0.01% 0.01% 1274 0 0.0% Q2 2026 Aug 14, 2026
NorthLanding Financial Partners, LLC History No change 23,722 2,043 1.41% 1.41% 1275 0 0.0% Q2 2026 Jul 23, 2026
Marquette Asset Management, LLC History No change 23,699 2,041 0.26% 0.26% 1276 0 0.0% Q2 2026 Jul 09, 2026
Bridgewater Advisors Inc. History No change 23,384 2,036 0.11% 0.11% 1277 0 0.0% Q2 2026 Aug 05, 2026
West Financial Advisors, LLC History No change 23,639 2,036 0.31% 0.31% 1278 0 0.0% Q2 2026 Jul 08, 2026
LaFleur & Godfrey LLC History No change 23,514 2,025 0.24% 0.24% 1279 0 0.0% Q2 2026 Jul 15, 2026
Douglass Winthrop Advisors, LLC History No change 23,504 2,024 0.03% 0.03% 1280 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Capital Group History No change 23,478 2,022 0.24% 0.24% 1281 0 0.0% Q2 2026 Jul 08, 2026
Athena Investment Management History No change 23,450 2,019 1.2% 1.2% 1282 0 0.0% Q2 2026 Aug 06, 2026
Maia Wealth LLC History No change 23,414 2,016 0.3% 0.3% 1283 0 0.0% Q2 2026 Jul 28, 2026
Gerber Kawasaki Wealth & Investment Management History No change 23,391 2,014 0.05% 0.05% 1284 0 0.0% Q2 2026 Aug 07, 2026
Sage Financial Management Group, Inc. History No change 23,388 2,014 0.55% 0.55% 1285 0 0.0% Q2 2026 Jul 24, 2026
Winslow Capital Management, LLC History No change 23,347 2,011 0.01% 0.01% 1286 0 0.0% Q2 2026 Aug 13, 2026
Kroeger Financial Partners History No change 23,312 2,008 1.94% 1.94% 1287 0 0.0% Q2 2026 Jul 27, 2026
Asset Management Group, Inc. History No change 23,237 2,001 0.29% 0.29% 1288 0 0.0% Q2 2026 Aug 14, 2026
IFC Advisors LLC History No change 23,208 1,999 0.25% 0.25% 1289 0 0.0% Q2 2026 Aug 05, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 23,193 1,997 0.92% 0.92% 1290 0 0.0% Q2 2026 Sep 18, 2026
FOCUSED ALPHA, LLC History No change 23,186 1,997 0.51% 0.51% 1291 0 0.0% Q2 2026 Aug 07, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 23,166 1,995 0.01% 0.01% 1292 0 0.0% Q2 2026 Aug 12, 2026
Marks Group Wealth Management, Inc History No change 23,167 1,995 0.17% 0.17% 1293 0 0.0% Q2 2026 Jul 27, 2026
Fusion Family Wealth, LLC History No change 23,064 1,986 0.13% 0.13% 1294 0 0.0% Q2 2026 Aug 07, 2026
Equity Wealth Partners, LLC History No change 23,053 1,985 0.71% 0.71% 1295 0 0.0% Q2 2026 Jul 27, 2026
Yelin Lapidot Holdings Management Ltd. History No change 23,010 1,982 0.38% 0.38% 1296 0 0.0% Q2 2026 Aug 03, 2026
VERUS CAPITAL PARTNERS, LLC History No change 23,003 1,981 0.11% 0.11% 1297 0 0.0% Q2 2026 Aug 06, 2026
CYPRESS FINANCIAL PLANNING LLC History No change 22,983 1,979 0.48% 0.48% 1298 0 0.0% Q2 2026 Jul 09, 2026
PINNEY & SCOFIELD, INC. History No change 22,919 1,974 0.97% 0.97% 1299 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 22,782 1,962 0.0% 0.0% 1300 0 0.0% Q2 2026 Aug 07, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 22,766 1,961 0.7% 0.7% 1301 0 0.0% Q2 2026 Aug 11, 2026
Western Reserve Capital Management, LLC History No change 22,768 1,961 1.45% 1.45% 1302 0 0.0% Q2 2026 Jul 21, 2026
Ally Invest Advisors Inc. History No change 22,749 1,959 0.12% 0.12% 1303 0 0.0% Q2 2026 Aug 13, 2026
Lincoln Capital LLC History No change 22,709 1,956 0.35% 0.35% 1304 0 0.0% Q2 2026 Jul 07, 2026
Elm Partners Management LLC History No change 22,697 1,955 0.06% 0.06% 1305 0 0.0% Q2 2026 Oct 07, 2026
SFM, LLC History No change 22,662 1,952 1.0% 1.0% 1306 0 0.0% Q2 2026 Jul 07, 2026
HORAN Wealth, LLC History No change 22,665 1,952 0.24% 0.24% 1307 0 0.0% Q2 2026 Aug 26, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 22,654 1,951 0.31% 0.31% 1308 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Partners, Ltd. History No change 22,637 1,949 0.12% 0.12% 1309 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 22,599 1,946 0.05% 0.05% 1310 0 0.0% Q2 2026 Jul 07, 2026
WealthCare Investment Partners, LLC History No change 22,582 1,945 0.47% 0.47% 1311 0 0.0% Q2 2026 Aug 10, 2026
Walkner Condon Financial Advisors LLC History No change 22,526 1,940 0.22% 0.22% 1312 0 0.0% Q2 2026 Jul 27, 2026
CRUX WEALTH ADVISORS History No change 22,503 1,938 0.67% 0.67% 1313 0 0.0% Q2 2026 Jul 21, 2026
Lantz Financial LLC History No change 22,487 1,937 0.35% 0.35% 1314 0 0.0% Q2 2026 Jul 09, 2026
Spinnaker Investment Group, LLC History No change 22,433 1,932 0.31% 0.31% 1315 0 0.0% Q2 2026 Jul 10, 2026
Prepared Retirement Institute LLC History No change 22,427 1,931 0.82% 0.82% 1316 0 0.0% Q2 2026 Aug 10, 2026
Aprio Wealth Management, LLC History No change 22,414 1,930 0.1% 0.1% 1317 0 0.0% Q2 2026 Jul 24, 2026
WESPAC Advisors, LLC History No change 22,287 1,919 0.94% 0.94% 1318 0 0.0% Q2 2026 Aug 10, 2026
Foguth Wealth Management, LLC. History No change 22,490 1,919 0.22% 0.22% 1319 0 0.0% Q2 2026 Jul 21, 2026
Jackson, Grant Investment Advisers, Inc. History No change 22,234 1,915 0.59% 0.59% 1320 0 0.0% Q2 2026 Jul 31, 2026
Arkos Global Advisors History No change 22,102 1,904 0.23% 0.23% 1321 0 0.0% Q2 2026 Aug 14, 2026
WORLD EQUITY GROUP, INC. History No change 21,822 1,879 0.42% 0.42% 1322 0 0.0% Q2 2026 Jul 09, 2026
Cherry Tree Wealth Management, LLC History No change 21,802 1,878 0.35% 0.35% 1323 0 0.0% Q2 2026 Sep 15, 2026
Allspring Global Investments Holdings, LLC History No change 21,939 1,876 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 13, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 21,734 1,872 0.87% 0.87% 1325 0 0.0% Q2 2026 Jul 29, 2026
FIRST CITIZENS BANK & TRUST CO History No change 21,714 1,870 0.03% 0.03% 1326 0 0.0% Q2 2026 Jul 13, 2026
PAX Financial Group, LLC History No change 21,699 1,869 0.28% 0.28% 1327 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 21,651 1,865 0.17% 0.17% 1328 0 0.0% Q2 2026 Jul 24, 2026
Stonebrook Private Inc. History No change 21,637 1,863 0.34% 0.34% 1329 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 21,590 1,859 0.39% 0.39% 1330 0 0.0% Q2 2026 Jul 27, 2026
Innovative Wealth Building LLC History No change 21,501 1,852 1.08% 1.08% 1331 0 0.0% Q2 2026 Jul 23, 2026
ENTREWEALTH, LLC History No change 20,880 1,851 0.69% 0.69% 1332 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 21,476 1,849 0.02% 0.02% 1333 0 0.0% Q2 2026 Jul 29, 2026
Cedar Mountain Advisors, LLC History No change 21,465 1,848 0.32% 0.32% 1334 0 0.0% Q2 2026 Jul 02, 2026
Investments & Financial Planning, LLC History No change 21,440 1,846 0.87% 0.87% 1335 0 0.0% Q2 2026 Aug 12, 2026
Ponta Wealth Partners, LLC History No change 21,350 1,839 0.98% 0.98% 1336 0 0.0% Q2 2026 Aug 12, 2026
McAlister, Sweet & Associates, Inc. History Reduced 20,354 1,834 1.16% 0.94% 1337 -171 -0.83% Q3 2026 Oct 07, 2026
OPTIMA CAPITAL LLC History No change 21,081 1,815 0.72% 0.72% 1338 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 21,056 1,813 0.23% 0.23% 1339 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY TRUST CO History No change 20,972 1,806 0.02% 0.02% 1340 0 0.0% Q2 2026 Aug 13, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 20,954 1,804 1.08% 1.08% 1341 0 0.0% Q2 2026 Jul 29, 2026
PCM Encore, LLC History No change 20,952 1,804 0.32% 0.32% 1342 0 0.0% Q2 2026 Aug 11, 2026
Cohen Investment Advisors LLC History No change 20,899 1,800 0.81% 0.81% 1343 0 0.0% Q2 2026 Jul 27, 2026
New Republic Capital, LLC History No change 20,902 1,800 0.41% 0.41% 1344 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 20,834 1,794 0.12% 0.12% 1345 0 0.0% Q2 2026 Aug 11, 2026
Trinity Financial Advisors LLC History No change 20,803 1,791 0.46% 0.46% 1346 0 0.0% Q2 2026 Jul 06, 2026
Zinnia Wealth Advisory, LLC History No change 20,787 1,790 1.83% 1.83% 1347 0 0.0% Q2 2026 Jul 30, 2026
Twin Lakes Capital Management, LLC History No change 20,715 1,784 0.68% 0.68% 1348 0 0.0% Q2 2026 Aug 17, 2026
Provenance Wealth Advisors, LLC History No change 20,688 1,782 0.17% 0.17% 1349 0 0.0% Q2 2026 Jul 24, 2026
Wiser Advisor Group LLC History No change 20,624 1,776 1.94% 1.94% 1350 0 0.0% Q2 2026 Aug 14, 2026
Donalies Financial Planning, LLC History No change 20,612 1,775 1.31% 1.31% 1351 0 0.0% Q2 2026 Aug 06, 2026
Northwest Bancshares, Inc. History No change 20,481 1,764 0.32% 0.32% 1352 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 20,488 1,764 0.06% 0.06% 1353 0 0.0% Q2 2026 Jul 24, 2026
Brady Martz Wealth Solutions, LLC History No change 20,475 1,763 0.27% 0.27% 1354 0 0.0% Q2 2026 Jul 23, 2026
Tenon Financial LLC History No change 20,427 1,759 0.57% 0.57% 1355 0 0.0% Q2 2026 Jul 24, 2026
Pekin Hardy Strauss, Inc. History No change 20,394 1,756 0.15% 0.15% 1356 0 0.0% Q2 2026 Jul 30, 2026
Steele Capital Management, Inc. History No change 20,372 1,754 0.06% 0.06% 1357 0 0.0% Q2 2026 Jul 28, 2026
TFB Advisors LLC History No change 20,358 1,753 0.77% 0.77% 1358 0 0.0% Q2 2026 Aug 06, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 20,359 1,753 0.21% 0.21% 1359 0 0.0% Q2 2026 Aug 05, 2026
Eldridge Investment Advisors, Inc. History No change 20,323 1,750 0.35% 0.35% 1360 0 0.0% Q2 2026 Aug 10, 2026
Timbuktu Capital Management, LLC History No change 20,320 1,750 2.63% 2.63% 1361 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 20,301 1,748 0.18% 0.18% 1362 0 0.0% Q2 2026 Aug 04, 2026
GRANVILLE CAPITAL, INC. History No change 20,289 1,747 0.78% 0.78% 1363 0 0.0% Q2 2026 Aug 11, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 20,268 1,745 0.09% 0.09% 1364 0 0.0% Q2 2026 Jul 23, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 20,153 1,735 0.11% 0.11% 1365 0 0.0% Q2 2026 Aug 07, 2026
Latitude Advisors, LLC History No change 20,050 1,727 0.69% 0.69% 1366 0 0.0% Q2 2026 Jul 27, 2026
Avestar Capital, LLC History No change 19,896 1,713 0.1% 0.1% 1367 0 0.0% Q2 2026 Jul 29, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 18,984 1,710 0.15% 0.14% 1368 0 0.0% Q3 2026 Oct 07, 2026
Operose Advisors LLC History No change 19,838 1,708 0.33% 0.33% 1369 0 0.0% Q2 2026 Aug 13, 2026
William Mack & Associates, Inc. History No change 19,827 1,707 0.6% 0.6% 1370 0 0.0% Q2 2026 Jul 10, 2026
First Bancorp, Inc /ME/ History No change 19,807 1,706 0.67% 0.67% 1371 0 0.0% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 19,706 1,697 0.23% 0.23% 1372 0 0.0% Q2 2026 Jul 24, 2026
CRA Financial Services, LLC History No change 19,696 1,696 0.2% 0.2% 1373 0 0.0% Q2 2026 Jul 24, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 19,586 1,687 0.2% 0.2% 1374 0 0.0% Q2 2026 Aug 04, 2026
Claro Advisors Inc. History No change 19,539 1,683 0.18% 0.18% 1375 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL TRUST CO History No change 19,526 1,681 0.06% 0.06% 1376 0 0.0% Q2 2026 Jul 30, 2026
PENNINGTON PARTNERS & CO., LLC History No change 19,507 1,680 0.54% 0.54% 1377 0 0.0% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History No change 19,456 1,675 0.03% 0.03% 1378 0 0.0% Q2 2026 Jul 10, 2026
CERTUITY, LLC History No change 19,343 1,671 0.08% 0.08% 1379 0 0.0% Q2 2026 Jul 28, 2026
Northwest Wealth Advisors, LLC History No change 19,394 1,670 0.96% 0.96% 1380 0 0.0% Q2 2026 Jul 23, 2026
Revisor Wealth Management LLC History No change 19,385 1,669 0.4% 0.4% 1381 0 0.0% Q2 2026 Jul 21, 2026
Spartan Wealth Advisory Services LLC History No change 19,382 1,669 0.14% 0.14% 1382 0 0.0% Q2 2026 Aug 05, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 19,346 1,666 0.49% 0.49% 1383 0 0.0% Q2 2026 Aug 04, 2026
Lifeworks Advisors, LLC History No change 19,320 1,664 0.17% 0.17% 1384 0 0.0% Q2 2026 Aug 14, 2026
LifeSteps Financial, Inc. History No change 19,298 1,662 0.77% 0.77% 1385 0 0.0% Q2 2026 Jul 17, 2026
Boston Trust Walden Corp History No change 19,236 1,656 0.01% 0.01% 1386 0 0.0% Q2 2026 Jul 24, 2026
CHAPIN DAVIS, INC. History No change 19,219 1,655 0.29% 0.29% 1387 0 0.0% Q2 2026 Jul 07, 2026
Aureus Asset Management, LLC History No change 19,098 1,645 0.1% 0.1% 1388 0 0.0% Q2 2026 Aug 14, 2026
Ruggaard & Associates LLC History No change 19,101 1,645 0.59% 0.59% 1389 0 0.0% Q2 2026 Aug 17, 2026
Occidental Asset Management, LLC History No change 19,063 1,642 0.16% 0.16% 1390 0 0.0% Q2 2026 Aug 07, 2026
HARMONY ASSET MANAGEMENT LLC History No change 19,056 1,641 0.44% 0.44% 1391 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 19,056 1,641 0.13% 0.13% 1392 0 0.0% Q2 2026 Jul 14, 2026
Curtis Advisory Group, LLC History No change 19,038 1,639 0.32% 0.32% 1393 0 0.0% Q2 2026 Jul 29, 2026
Graetz Wealth LLC History No change 18,971 1,634 1.3% 1.3% 1394 0 0.0% Q2 2026 Aug 13, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 18,972 1,634 0.56% 0.56% 1395 0 0.0% Q2 2026 Aug 13, 2026
Tanglewood Legacy Advisors, LLC History No change 18,912 1,629 0.53% 0.53% 1396 0 0.0% Q2 2026 Aug 10, 2026
SK Wealth Management, LLC History No change 18,237 1,626 0.37% 0.37% 1397 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Investment Management History No change 18,881 1,626 0.55% 0.55% 1398 0 0.0% Q2 2026 Aug 06, 2026
Graney & King, LLC History No change 18,831 1,622 0.58% 0.58% 1399 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Management, LLC History No change 18,828 1,621 0.55% 0.55% 1400 0 0.0% Q2 2026 Jul 07, 2026
IMC-Chicago, LLC History No change 18,811 1,620 0.0% 0.0% 1401 0 0.0% Q2 2026 Aug 06, 2026
Cane Capital Partners, LLC History No change 18,723 1,612 0.64% 0.64% 1402 0 0.0% Q2 2026 Aug 05, 2026
Team Hewins, LLC History No change 18,708 1,611 0.44% 0.44% 1403 0 0.0% Q2 2026 Jul 29, 2026
Stablepoint Partners, LLC History No change 18,660 1,607 0.22% 0.22% 1404 0 0.0% Q2 2026 Jul 09, 2026
New England Private Wealth Advisors LLC History No change 19,248 1,606 0.16% 0.16% 1405 0 0.0% Q2 2026 Aug 04, 2026
Canal Capital Management, LLC History No change 18,650 1,606 0.2% 0.2% 1406 0 0.0% Q2 2026 Jul 28, 2026
WALLER FINANCIAL PLANNING GROUP, INC History No change 17,775 1,601 0.32% 0.32% 1407 0 0.0% Q3 2026 Oct 07, 2026
MATRIX ASSET ADVISORS INC/NY History No change 18,563 1,599 0.13% 0.13% 1408 0 0.0% Q2 2026 Jul 15, 2026
Hilltop National Bank History No change 18,548 1,597 0.34% 0.34% 1409 0 0.0% Q2 2026 Jul 01, 2026
Nautilus Advisors LLC History Reduced 17,658 1,591 0.96% 0.91% 1410 -59 -0.33% Q3 2026 Oct 06, 2026
RETIREMENT GUYS FORMULA LLC History No change 18,447 1,589 0.6% 0.6% 1411 0 0.0% Q2 2026 Jul 30, 2026
Goodwin Investment Advisory History No change 18,416 1,586 3.19% 3.19% 1412 0 0.0% Q2 2026 Aug 19, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 18,297 1,576 0.18% 0.18% 1413 0 0.0% Q2 2026 Jul 10, 2026
Del-Sette Capital Management, LLC History No change 18,268 1,573 0.92% 0.92% 1414 0 0.0% Q2 2026 Jul 30, 2026
360 Financial, Inc. History No change 18,174 1,565 0.4% 0.4% 1415 0 0.0% Q2 2026 Aug 11, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 18,150 1,563 0.58% 0.58% 1416 0 0.0% Q2 2026 Jul 22, 2026
INGALLS & SNYDER LLC History No change 18,082 1,558 0.04% 0.04% 1417 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 18,051 1,554 0.14% 0.14% 1418 0 0.0% Q2 2026 Jul 16, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 18,000 1,551 0.71% 0.71% 1419 0 0.0% Q2 2026 Jul 16, 2026
Realta Investment Advisors History No change 18,009 1,551 0.48% 0.48% 1420 0 0.0% Q2 2026 Jul 20, 2026
Intellectus Partners, LLC History No change 18,002 1,550 0.27% 0.27% 1421 0 0.0% Q2 2026 Aug 12, 2026
Dana Investment Advisors, Inc. History No change 17,943 1,545 0.04% 0.04% 1422 0 0.0% Q2 2026 Aug 13, 2026
Strait & Sound Wealth Management LLC History No change 17,920 1,543 0.54% 0.54% 1423 0 0.0% Q2 2026 Aug 17, 2026
Sound Income Strategies, LLC History No change 17,885 1,540 0.07% 0.07% 1424 0 0.0% Q2 2026 Jul 20, 2026
Bull Oak Capital, LLC History No change 17,886 1,540 0.51% 0.51% 1425 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 17,871 1,539 0.06% 0.06% 1426 0 0.0% Q2 2026 Aug 07, 2026
Rockbridge Investment Management, LCC History No change 17,826 1,535 0.12% 0.12% 1427 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 17,766 1,530 0.39% 0.39% 1428 0 0.0% Q2 2026 Aug 06, 2026
Cosner Financial Group, LLC History No change 17,755 1,529 0.79% 0.79% 1429 0 0.0% Q2 2026 Aug 10, 2026
BURNEY CO/ History No change 17,733 1,527 0.04% 0.04% 1430 0 0.0% Q2 2026 Jul 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 17,722 1,526 0.09% 0.09% 1431 0 0.0% Q2 2026 Jul 15, 2026
Independence Bank of Kentucky History No change 17,708 1,525 0.17% 0.17% 1432 0 0.0% Q2 2026 Jul 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 17,622 1,517 0.04% 0.04% 1433 0 0.0% Q2 2026 Jul 20, 2026
Luminvest Wealth Management LLC History No change 17,590 1,515 0.35% 0.35% 1434 0 0.0% Q2 2026 Jul 29, 2026
WealthTrak Capital Management LLC History No change 17,579 1,514 1.0% 1.0% 1435 0 0.0% Q2 2026 Aug 04, 2026
Hurley Capital, LLC History No change 17,534 1,510 0.78% 0.78% 1436 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 17,534 1,510 0.07% 0.07% 1437 0 0.0% Q2 2026 Jul 31, 2026
Founders Financial Alliance, LLC History No change 17,484 1,506 0.2% 0.2% 1438 0 0.0% Q2 2026 Aug 04, 2026
Net Worth Advisory Group History No change 17,455 1,503 0.38% 0.38% 1439 0 0.0% Q2 2026 Jul 13, 2026
Greenhouse Wealth Management, LLC History No change 17,424 1,500 1.05% 1.05% 1440 0 0.0% Q2 2026 Aug 06, 2026
Cornell Pochily Investment Advisors, Inc. History No change 17,411 1,499 0.4% 0.4% 1441 0 0.0% Q2 2026 Jul 15, 2026
180 WEALTH ADVISORS, LLC History No change 17,390 1,498 0.15% 0.15% 1442 0 0.0% Q2 2026 Jul 07, 2026
MKT Advisors LLC History No change 17,382 1,492 0.46% 0.46% 1443 0 0.0% Q2 2026 Jul 09, 2026
AMG Asset Management Group, Inc. History No change 17,316 1,491 0.93% 0.93% 1444 0 0.0% Q2 2026 Jul 29, 2026
TME FINANCIAL, INC. History No change 17,303 1,490 0.92% 0.92% 1445 0 0.0% Q2 2026 Jul 23, 2026
KilterHowling LLC History No change 17,287 1,489 0.67% 0.67% 1446 0 0.0% Q2 2026 Aug 11, 2026
Southland Equity Partners LLC History No change 17,285 1,488 0.26% 0.26% 1447 0 0.0% Q2 2026 Jul 13, 2026
Waterloo Capital, L.P. History No change 17,272 1,487 0.08% 0.08% 1448 0 0.0% Q2 2026 Jul 29, 2026
AMG National Trust Bank History No change 17,256 1,486 0.03% 0.03% 1449 0 0.0% Q2 2026 Aug 06, 2026
Strategic Financial Services, Inc. History No change 17,253 1,486 0.07% 0.07% 1450 0 0.0% Q2 2026 Aug 24, 2026
Sageworth Trust Co History No change 17,184 1,480 0.06% 0.06% 1451 0 0.0% Q2 2026 Jul 28, 2026
Generation Capital Management LLC History No change 17,115 1,474 0.9% 0.9% 1452 0 0.0% Q2 2026 Aug 13, 2026
Grange Capital, LLC History No change 17,111 1,473 1.36% 1.36% 1453 0 0.0% Q2 2026 Jul 28, 2026
HF Advisory Group, LLC History No change 17,067 1,470 0.45% 0.45% 1454 0 0.0% Q2 2026 Jul 08, 2026
Shepherd Financial Partners LLC History No change 17,010 1,465 0.12% 0.12% 1455 0 0.0% Q2 2026 Aug 10, 2026
Chemistry Wealth Management LLC History No change 16,901 1,455 0.23% 0.23% 1456 0 0.0% Q2 2026 Jul 09, 2026
HEADINVEST, LLC History No change 16,882 1,454 0.27% 0.27% 1457 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 16,878 1,453 0.05% 0.05% 1458 0 0.0% Q2 2026 Jul 30, 2026
Chevy Chase Trust Holdings, LLC History No change 16,848 1,451 0.0% 0.0% 1459 0 0.0% Q2 2026 Aug 14, 2026
Boulder Wealth Advisors, LLC History No change 16,832 1,449 0.53% 0.53% 1460 0 0.0% Q2 2026 Aug 07, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 16,812 1,448 0.44% 0.44% 1461 0 0.0% Q2 2026 Jul 21, 2026
Passive Capital Management, LLC. History No change 2,965 1,446 0.45% 0.45% 1462 0 0.0% Q2 2026 Aug 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 16,758 1,443 0.11% 0.11% 1463 0 0.0% Q2 2026 Aug 03, 2026
Balboa Wealth Partners History No change 16,748 1,442 0.2% 0.2% 1464 0 0.0% Q2 2026 Aug 10, 2026
Generations Wealth, LLC History No change 16,728 1,440 1.37% 1.37% 1465 0 0.0% Q2 2026 Aug 11, 2026
Legacy Wealth Partners, LLC History No change 16,648 1,434 0.32% 0.32% 1466 0 0.0% Q2 2026 Jul 22, 2026
Capital Asset Managemnet, LLC History No change 16,655 1,434 3.23% 3.23% 1467 0 0.0% Q2 2026 Jul 24, 2026
Cambria Investment Management, L.P. History No change 16,634 1,432 0.07% 0.07% 1468 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 16,618 1,431 0.03% 0.03% 1469 0 0.0% Q2 2026 Jul 14, 2026
Thompson David Blair History No change 16,613 1,431 0.72% 0.72% 1470 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 16,584 1,428 0.13% 0.13% 1471 0 0.0% Q2 2026 Aug 05, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 16,487 1,420 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 04, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 16,493 1,420 0.21% 0.21% 1473 0 0.0% Q2 2026 Aug 07, 2026
Traynor Capital Management, Inc. History No change 16,480 1,419 0.07% 0.07% 1474 0 0.0% Q2 2026 Jul 22, 2026
SeaCrest Wealth Management, LLC History No change 16,435 1,415 0.16% 0.16% 1475 0 0.0% Q2 2026 Jul 09, 2026
Holos Integrated Wealth LLC History No change 16,486 1,415 0.66% 0.66% 1476 0 0.0% Q2 2026 Jul 15, 2026
Michels Family Financial, LLC History No change 16,409 1,413 0.91% 0.91% 1477 0 0.0% Q2 2026 Aug 14, 2026
Precision Wealth Strategies, LLC History No change 16,315 1,405 0.42% 0.42% 1478 0 0.0% Q2 2026 Aug 10, 2026
Thayer Partners, LLC / MA History No change 16,315 1,405 0.58% 0.58% 1479 0 0.0% Q2 2026 Jul 31, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 16,306 1,404 0.24% 0.24% 1480 0 0.0% Q2 2026 Aug 10, 2026
J. Safra Sarasin Holding AG History No change 3,211 1,402 0.02% 0.02% 1481 0 0.0% Q2 2026 Jul 31, 2026
Sterling Wealth Management, Inc. History No change 16,275 1,401 0.35% 0.35% 1482 0 0.0% Q2 2026 Jul 30, 2026
Gladwyn Financial Advisors, Inc. History Reduced 15,502 1,396 0.89% 0.83% 1484 -7 -0.05% Q3 2026 Oct 05, 2026
Private Capital Management, LLC History No change 16,209 1,396 0.12% 0.12% 1483 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investment Services, LLC History No change 16,186 1,394 0.39% 0.39% 1485 0 0.0% Q2 2026 Aug 06, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 16,134 1,389 0.98% 0.98% 1486 0 0.0% Q2 2026 Aug 10, 2026
SageGuard Financial Group, LLC History No change 16,117 1,388 0.2% 0.2% 1487 0 0.0% Q2 2026 Jul 27, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 15,375 1,385 0.29% 0.27% 1488 0 0.0% Q3 2026 Oct 05, 2026
Crescent Grove Advisors, LLC History No change 16,068 1,384 0.12% 0.12% 1489 0 0.0% Q2 2026 Aug 10, 2026
Alteri Wealth LLC History No change 15,991 1,377 0.38% 0.38% 1490 0 0.0% Q2 2026 Jul 29, 2026
TBH Global Asset Management, LLC History No change 15,959 1,374 0.25% 0.25% 1491 0 0.0% Q2 2026 Aug 05, 2026
Fortis Capital Advisors, LLC History No change 15,962 1,374 0.15% 0.15% 1492 0 0.0% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History No change 15,923 1,371 0.13% 0.13% 1493 0 0.0% Q2 2026 Jul 22, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 15,870 1,367 0.8% 0.8% 1494 0 0.0% Q2 2026 Jul 21, 2026
Frank, Rimerman Advisors LLC History No change 15,858 1,366 0.08% 0.08% 1495 0 0.0% Q2 2026 Jul 27, 2026
Linscomb Wealth, Inc. History No change 15,842 1,364 0.06% 0.06% 1496 0 0.0% Q2 2026 Jul 31, 2026
Marion Wealth Management History No change 15,846 1,364 0.28% 0.28% 1497 0 0.0% Q2 2026 Jul 16, 2026
Marin Bay Wealth Advisors, LLC History No change 15,841 1,364 0.73% 0.73% 1498 0 0.0% Q2 2026 Aug 10, 2026
LPWM LLC History No change 15,823 1,363 0.3% 0.3% 1499 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 15,799 1,360 0.56% 0.56% 1500 0 0.0% Q2 2026 Sep 18, 2026
Gilbert & Cook, Inc. History No change 15,781 1,359 0.16% 0.16% 1501 0 0.0% Q2 2026 Jul 28, 2026
FORMULATE FINANCIAL LLC History No change 15,774 1,358 1.43% 1.43% 1502 0 0.0% Q2 2026 Jul 31, 2026
Scarborough Advisors, LLC History No change 15,843 1,350 0.16% 0.16% 1503 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History Added to 14,954 1,347 0.02% 0.02% 1504 +3,544 31.06% Q3 2026 Oct 05, 2026
Tandem Financial, LLC History No change 15,630 1,346 0.4% 0.4% 1505 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 15,594 1,343 0.15% 0.15% 1506 0 0.0% Q2 2026 Jul 29, 2026
Providence Capital Advisors, LLC History No change 15,541 1,338 0.2% 0.2% 1507 0 0.0% Q2 2026 Aug 11, 2026
G&S Capital LLC History No change 15,527 1,337 0.39% 0.39% 1508 0 0.0% Q2 2026 Jul 10, 2026
First County Bank /CT/ History No change 15,464 1,332 0.63% 0.63% 1509 0 0.0% Q2 2026 Jul 02, 2026
Three Magnolias Financial Advisors, LLC History No change 15,457 1,331 0.74% 0.74% 1510 0 0.0% Q2 2026 Jul 31, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 15,352 1,322 0.07% 0.07% 1511 0 0.0% Q2 2026 Aug 14, 2026
Indiana Trust & Investment Management Co History No change 15,324 1,320 0.36% 0.36% 1512 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 15,321 1,319 0.26% 0.26% 1513 0 0.0% Q2 2026 Aug 05, 2026
TCI Wealth Advisors, Inc. History No change 15,311 1,318 0.06% 0.06% 1514 0 0.0% Q2 2026 Jul 29, 2026
Signature Equity Partners, LLC History No change 15,307 1,318 0.61% 0.61% 1515 0 0.0% Q2 2026 Jul 30, 2026
JENNISON ASSOCIATES LLC History No change 15,296 1,317 0.0% 0.0% 1516 0 0.0% Q2 2026 Aug 03, 2026
Wealthquest Corp History No change 15,294 1,317 0.08% 0.08% 1517 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 15,298 1,317 0.14% 0.14% 1518 0 0.0% Q2 2026 Jul 30, 2026
Badgley Phelps Wealth Managers, LLC History No change 15,263 1,314 0.02% 0.02% 1519 0 0.0% Q2 2026 Jul 31, 2026
Seneschal Advisors, LLC History No change 15,230 1,311 0.9% 0.9% 1520 0 0.0% Q2 2026 Aug 13, 2026
Sherman Wealth Management LLC History No change 15,219 1,310 0.99% 0.99% 1521 0 0.0% Q2 2026 Jul 09, 2026
WEBSTER BANK, N. A. History No change 15,204 1,309 0.11% 0.11% 1522 0 0.0% Q2 2026 Jul 20, 2026
Farmers National Bank History No change 15,189 1,308 0.27% 0.27% 1523 0 0.0% Q2 2026 Aug 11, 2026
Investmark Advisory Group LLC History No change 15,129 1,303 0.49% 0.49% 1524 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 15,120 1,302 0.7% 0.7% 1525 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 15,097 1,300 0.01% 0.01% 1526 0 0.0% Q2 2026 Aug 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 15,081 1,299 0.13% 0.13% 1527 0 0.0% Q2 2026 Jul 22, 2026
Brown Miller Wealth Management, LLC History No change 15,077 1,298 0.33% 0.33% 1528 0 0.0% Q2 2026 Jul 16, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 15,030 1,297 0.0% 0.0% 1529 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 15,020 1,293 0.04% 0.04% 1530 0 0.0% Q2 2026 Aug 10, 2026
WealthPlan Investment Management, LLC History No change 14,995 1,291 0.06% 0.06% 1531 0 0.0% Q2 2026 Jul 28, 2026
FIRST COMMUNITY TRUST NA History Added to 14,318 1,290 0.43% 0.02% 1532 +13,770 2512.77% Q3 2026 Oct 07, 2026
Flagship Private Wealth, LLC History No change 14,972 1,289 0.46% 0.46% 1533 0 0.0% Q2 2026 Aug 04, 2026
Madrid Wealth Management, LLC History No change 14,964 1,288 0.85% 0.85% 1534 0 0.0% Q2 2026 Jul 31, 2026
Alaska Wealth Advisors, LLC History No change 14,760 1,271 0.14% 0.14% 1535 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 14,753 1,271 0.16% 0.16% 1536 0 0.0% Q2 2026 Jul 23, 2026
Sonoma Private Wealth LLC History No change 14,748 1,270 1.36% 1.36% 1537 0 0.0% Q2 2026 Aug 14, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 14,736 1,269 0.89% 0.89% 1538 0 0.0% Q2 2026 Aug 12, 2026
Harbor Asset Planning, Inc. History No change 14,741 1,269 0.95% 0.95% 1539 0 0.0% Q2 2026 Jul 22, 2026
Fielder Capital Group LLC History No change 14,683 1,264 0.27% 0.27% 1540 0 0.0% Q2 2026 Aug 06, 2026
TRUE Private Wealth Advisors History No change 14,663 1,263 0.11% 0.11% 1541 0 0.0% Q2 2026 Jul 23, 2026
Rather & Kittrell, Inc. History No change 14,628 1,260 0.18% 0.18% 1542 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 14,634 1,260 0.1% 0.1% 1543 0 0.0% Q2 2026 Jul 22, 2026
RKL Wealth Management LLC History No change 14,625 1,259 0.1% 0.1% 1544 0 0.0% Q2 2026 Aug 10, 2026
GWN SECURITIES INC. History No change 14,553 1,253 0.21% 0.21% 1545 0 0.0% Q2 2026 Aug 05, 2026
Herold Advisors, Inc. History No change 14,511 1,251 0.25% 0.25% 1546 0 0.0% Q2 2026 Jul 22, 2026
PDS Planning, Inc History No change 14,501 1,249 0.07% 0.07% 1547 0 0.0% Q2 2026 Aug 05, 2026
Advyzon Investment Management, LLC History No change 14,484 1,247 0.09% 0.09% 1548 0 0.0% Q2 2026 Aug 14, 2026
HOLDERNESS INVESTMENTS CO History No change 14,447 1,244 0.21% 0.21% 1549 0 0.0% Q2 2026 Aug 12, 2026
Argentarii, LLC History No change 14,053 1,244 0.38% 0.38% 1550 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 14,435 1,243 0.47% 0.47% 1551 0 0.0% Q2 2026 Aug 05, 2026
AVISO WEALTH MANAGEMENT History No change 14,413 1,241 0.42% 0.42% 1552 0 0.0% Q2 2026 Aug 04, 2026
Wealth Architects, LLC History No change 14,400 1,240 0.1% 0.1% 1553 0 0.0% Q2 2026 Jul 23, 2026
Nordwand Advisors, LLC History No change 14,400 1,240 0.19% 0.19% 1554 0 0.0% Q2 2026 Aug 07, 2026
Cordgrass Capital Advisors, LLC History No change 14,385 1,239 0.46% 0.46% 1555 0 0.0% Q2 2026 Aug 06, 2026
Hoxton Planning & Management, LLC History No change 14,362 1,237 0.32% 0.32% 1556 0 0.0% Q2 2026 Jul 16, 2026
Evolution Wealth Advisors, LLC History No change 14,316 1,233 0.14% 0.14% 1557 0 0.0% Q2 2026 Jul 29, 2026
Summit Financial Strategies, Inc. History No change 14,297 1,231 0.09% 0.09% 1558 0 0.0% Q2 2026 Jul 24, 2026
Bridgewealth Advisory Group, LLC History No change 14,241 1,226 0.23% 0.23% 1559 0 0.0% Q2 2026 Jul 27, 2026
Narus Financial Partners, LLC History No change 14,199 1,223 0.31% 0.31% 1560 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisors, LLC History No change 14,155 1,219 0.17% 0.17% 1561 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 14,082 1,213 0.0% 0.0% 1562 0 0.0% Q2 2026 Aug 10, 2026
Hughes Financial Services, LLC History No change 14,046 1,209 0.16% 0.16% 1563 0 0.0% Q2 2026 Jul 20, 2026
Interchange Capital Partners, LLC History No change 14,027 1,208 0.23% 0.23% 1564 0 0.0% Q2 2026 Jul 20, 2026
Sequent Planning LLC History No change 13,956 1,202 0.26% 0.26% 1565 0 0.0% Q2 2026 Aug 14, 2026
Lynx Investment Advisory History No change 13,951 1,201 0.39% 0.39% 1566 0 0.0% Q2 2026 Jul 27, 2026
Focused Wealth Management, Inc History No change 13,859 1,193 0.1% 0.1% 1567 0 0.0% Q2 2026 Aug 06, 2026
Allen Capital Group, LLC History No change 13,820 1,190 0.1% 0.1% 1568 0 0.0% Q2 2026 Jul 27, 2026
MYECFO, LLC History No change 13,812 1,189 0.45% 0.45% 1569 0 0.0% Q2 2026 Aug 10, 2026
J HAGAN CAPITAL, INC. History No change 13,781 1,187 0.55% 0.55% 1570 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,428 1,181 0.32% 0.32% 1571 0 0.0% Q2 2026 Jul 24, 2026
Alley Investment Management Company, LLC History No change 13,705 1,180 0.14% 0.14% 1572 0 0.0% Q2 2026 Jul 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 13,688 1,179 0.02% 0.02% 1573 0 0.0% Q2 2026 Aug 10, 2026
Waterfront Wealth Inc. History No change 13,489 1,178 0.18% 0.18% 1574 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Investment Group, LLC History No change 13,587 1,170 0.14% 0.14% 1575 0 0.0% Q2 2026 Aug 04, 2026
Roundview Capital LLC History No change 13,572 1,169 0.06% 0.06% 1576 0 0.0% Q2 2026 Jul 30, 2026
Cottage Street Advisors LLC History No change 13,562 1,168 0.45% 0.45% 1577 0 0.0% Q2 2026 Jul 20, 2026
Wealth Advisors of Iowa, LLC History No change 13,521 1,164 0.32% 0.32% 1578 0 0.0% Q2 2026 Jul 30, 2026
RASP WEALTH SOLUTIONS, LLC History No change 13,502 1,163 0.39% 0.39% 1579 0 0.0% Q2 2026 Aug 11, 2026
Camelot Portfolios, LLC History No change 13,413 1,155 0.81% 0.81% 1580 0 0.0% Q2 2026 Jul 17, 2026
Soltis Investment Advisors LLC History No change 13,398 1,154 0.06% 0.06% 1581 0 0.0% Q2 2026 Jul 31, 2026
Spectrum Asset Management, Inc. (NB/CA) History No change 13,308 1,146 0.32% 0.32% 1582 0 0.0% Q2 2026 Jul 31, 2026
Kensington Investment Counsel, LLC History No change 13,240 1,140 0.5% 0.5% 1583 0 0.0% Q2 2026 Aug 14, 2026
Black Swift Group, LLC History No change 13,200 1,137 0.16% 0.16% 1584 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 13,179 1,135 0.02% 0.02% 1585 0 0.0% Q2 2026 Jul 13, 2026
Wealth Dimensions Group, Ltd. History No change 13,146 1,132 0.2% 0.2% 1586 0 0.0% Q2 2026 Jul 22, 2026
VIAWEALTH, LLC History No change 13,099 1,128 0.57% 0.57% 1587 0 0.0% Q2 2026 Aug 11, 2026
Cox Capital Mgt LLC History Added to 12,486 1,125 0.63% 0.59% 1588 +111 0.9% Q3 2026 Oct 07, 2026
Glassman Wealth Services History No change 13,045 1,123 0.13% 0.13% 1589 0 0.0% Q2 2026 Aug 05, 2026
McLean Asset Management Corp History No change 13,138 1,119 0.15% 0.15% 1590 0 0.0% Q2 2026 Aug 12, 2026
CAPITAL ADVISORS INC/OK History No change 12,969 1,117 0.02% 0.02% 1591 0 0.0% Q2 2026 Jul 22, 2026
Charis Legacy Partners, LLC History No change 12,955 1,115 1.37% 1.37% 1592 0 0.0% Q2 2026 Jul 09, 2026
THRYVE WEALTH MANAGEMENT LLC History No change 12,948 1,115 0.62% 0.62% 1593 0 0.0% Q2 2026 Aug 06, 2026
Hill Investment Group Partners, LLC History No change 12,900 1,111 0.11% 0.11% 1594 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 12,897 1,110 0.4% 0.4% 1595 0 0.0% Q2 2026 Aug 07, 2026
RETIREMENT CAPITAL STRATEGIES History No change 12,874 1,108 0.38% 0.38% 1596 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 12,831 1,105 0.1% 0.1% 1597 0 0.0% Q2 2026 Aug 10, 2026
Welch Group, LLC History No change 12,827 1,104 0.04% 0.04% 1598 0 0.0% Q2 2026 Jul 23, 2026
Atlantic Edge Private Wealth Management, LLC History No change 12,827 1,104 0.23% 0.23% 1599 0 0.0% Q2 2026 Jul 23, 2026
WNY Asset Management, LLC History No change 12,815 1,103 0.1% 0.1% 1600 0 0.0% Q2 2026 Aug 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 12,750 1,099 0.0% 0.0% 1601 0 0.0% Q2 2026 Aug 14, 2026
Gradient Investments LLC History No change 12,761 1,099 0.02% 0.02% 1602 0 0.0% Q2 2026 Jul 08, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 12,725 1,096 0.54% 0.54% 1603 0 0.0% Q2 2026 Aug 13, 2026
Mascagni Wealth Management, Inc. History No change 12,726 1,096 0.68% 0.68% 1604 0 0.0% Q2 2026 Jul 31, 2026
DiNuzzo Private Wealth, Inc. History No change 12,612 1,086 0.11% 0.11% 1605 0 0.0% Q2 2026 Jul 10, 2026
SHAYNE & JACOBS, LLC History No change 12,600 1,085 0.32% 0.32% 1606 0 0.0% Q2 2026 Jul 07, 2026
Empirical Asset Management, LLC History No change 12,591 1,084 0.24% 0.24% 1607 0 0.0% Q2 2026 Aug 10, 2026
Baring Financial LLC History Reduced 12,026 1,083 0.58% 0.63% 1609 -1,233 -9.3% Q3 2026 Oct 07, 2026
Redwood Financial Network Corp History No change 12,583 1,083 0.6% 0.6% 1608 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 12,563 1,082 0.07% 0.07% 1610 0 0.0% Q2 2026 Jul 13, 2026
PITTENGER & ANDERSON INC History No change 12,552 1,081 0.04% 0.04% 1611 0 0.0% Q2 2026 Jul 27, 2026
Verde Capital Management History No change 12,543 1,080 0.2% 0.2% 1612 0 0.0% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History No change 12,521 1,078 0.0% 0.0% 1613 0 0.0% Q2 2026 Aug 13, 2026
Capital Advantage, Inc. History No change 12,514 1,077 0.13% 0.13% 1614 0 0.0% Q2 2026 Jul 13, 2026
Abacus Wealth Partners, LLC History No change 12,510 1,077 0.11% 0.11% 1615 0 0.0% Q2 2026 Jul 22, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 12,464 1,073 0.16% 0.16% 1616 0 0.0% Q2 2026 Aug 10, 2026
ZACKS INVESTMENT MANAGEMENT History No change 12,451 1,072 0.01% 0.01% 1617 0 0.0% Q2 2026 Aug 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 12,456 1,072 0.16% 0.16% 1618 0 0.0% Q2 2026 Aug 12, 2026
CARRET ASSET MANAGEMENT, LLC History No change 12,407 1,068 0.09% 0.09% 1619 0 0.0% Q2 2026 Aug 04, 2026
Vision Capital Management, Inc. History No change 12,409 1,068 0.12% 0.12% 1620 0 0.0% Q2 2026 Aug 10, 2026
Kapstone Financial Advisors LLC History No change 12,390 1,067 0.45% 0.45% 1621 0 0.0% Q2 2026 Aug 07, 2026
Shared Vision Wealth Group LLC History No change 12,331 1,062 0.37% 0.37% 1622 0 0.0% Q2 2026 Jul 31, 2026
AAF Wealth Management, LLC History No change 12,320 1,061 0.39% 0.39% 1623 0 0.0% Q2 2026 Jul 17, 2026
Elite Financial, Inc. History No change 12,297 1,059 0.43% 0.43% 1624 0 0.0% Q2 2026 Aug 13, 2026
Austin Wealth Management, LLC History No change 12,409 1,058 0.22% 0.22% 1625 0 0.0% Q2 2026 Jul 22, 2026
AIMZ Investment Advisors, LLC History No change 12,251 1,055 0.29% 0.29% 1626 0 0.0% Q2 2026 Aug 13, 2026
InvesTrust History No change 12,249 1,055 0.41% 0.41% 1627 0 0.0% Q2 2026 Jul 14, 2026
CHANNEL WEALTH LLC History No change 12,234 1,053 0.24% 0.24% 1628 0 0.0% Q2 2026 Aug 04, 2026
First Command Advisory Services, Inc. History No change 12,206 1,051 0.01% 0.01% 1629 0 0.0% Q2 2026 Aug 10, 2026
Symmetry Partners, LLC History No change 12,144 1,046 0.05% 0.05% 1630 0 0.0% Q2 2026 Jul 23, 2026
Clarity Financial LLC History No change 12,144 1,046 0.09% 0.09% 1631 0 0.0% Q2 2026 Jul 20, 2026
Alpha Omega Wealth Management LLC History No change 12,121 1,044 0.16% 0.16% 1632 0 0.0% Q2 2026 Jul 20, 2026
One Wealth Advisors, LLC History No change 12,108 1,042 0.12% 0.12% 1633 0 0.0% Q2 2026 Aug 06, 2026
PACIFIC SUN FINANCIAL CORP History No change 12,090 1,041 0.43% 0.43% 1634 0 0.0% Q2 2026 Aug 07, 2026
PROFFITT & GOODSON INC History No change 12,096 1,041 0.14% 0.14% 1635 0 0.0% Q2 2026 Jul 22, 2026
Meridian Wealth Advisors, LLC History No change 12,096 1,041 0.12% 0.12% 1636 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 12,081 1,040 0.1% 0.1% 1637 0 0.0% Q2 2026 Aug 07, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 12,050 1,038 0.16% 0.16% 1638 0 0.0% Q2 2026 Jul 15, 2026
Opulen Financial Group LLC History No change 12,045 1,037 0.65% 0.65% 1639 0 0.0% Q2 2026 Jul 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 12,036 1,036 0.01% 0.01% 1640 0 0.0% Q2 2026 Jul 30, 2026
Galaxy Digital Inc. History No change 12,036 1,036 0.06% 0.06% 1641 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Reduced 11,496 1,035 0.08% 0.09% 1643 -691 -5.67% Q3 2026 Oct 07, 2026
Windsor Capital Management, LLC History No change 12,022 1,035 0.27% 0.27% 1642 0 0.0% Q2 2026 Jul 08, 2026
WILLNER & HELLER, LLC History No change 12,022 1,035 0.65% 0.65% 1644 0 0.0% Q2 2026 Jul 07, 2026
DIVERSIFIED MANAGEMENT INC History No change 12,012 1,034 0.22% 0.22% 1645 0 0.0% Q2 2026 Jul 09, 2026
Avantax Planning Partners, Inc. History No change 12,003 1,033 0.03% 0.03% 1646 0 0.0% Q2 2026 Jul 28, 2026
PROSPERITY BANCSHARES INC History No change 11,968 1,030 0.67% 0.67% 1647 0 0.0% Q2 2026 Aug 14, 2026
Traction Financial Partners, LLC History No change 11,904 1,025 0.54% 0.54% 1648 0 0.0% Q2 2026 Aug 13, 2026
Accredited Investors Inc. History No change 11,886 1,023 0.04% 0.04% 1649 0 0.0% Q2 2026 Jul 21, 2026
Capital Asset Advisory Services LLC History No change 11,857 1,021 0.04% 0.04% 1650 0 0.0% Q2 2026 Aug 14, 2026
Bank of New Hampshire History Reduced 11,322 1,020 0.22% 0.23% 1651 -1,484 -11.59% Q3 2026 Oct 06, 2026
Fingerlakes Wealth Management, Inc. History No change 11,819 1,018 0.55% 0.55% 1652 0 0.0% Q2 2026 Jul 23, 2026
ZEGA Investments, LLC History No change 11,810 1,017 0.1% 0.1% 1653 0 0.0% Q2 2026 Jul 31, 2026
XXI WEALTH, LLC History No change 11,800 1,016 0.47% 0.47% 1654 0 0.0% Q2 2026 Aug 14, 2026
S.A. Mason LLC History No change 11,748 1,011 0.31% 0.31% 1655 0 0.0% Q2 2026 Jul 31, 2026
Circle Wealth Management, LLC History No change 11,712 1,008 0.01% 0.01% 1656 0 0.0% Q2 2026 Aug 12, 2026
LJI Wealth Management, LLC History No change 11,710 1,008 0.14% 0.14% 1657 0 0.0% Q2 2026 Jul 31, 2026
W ADVISORS, LLC History No change 11,689 1,006 0.46% 0.46% 1658 0 0.0% Q2 2026 Jul 31, 2026
MASECO LLP History No change 11,675 1,006 0.03% 0.03% 1659 0 0.0% Q2 2026 Aug 05, 2026
Fiduciary Group, LLC History No change 11,667 1,005 0.08% 0.08% 1660 0 0.0% Q2 2026 Aug 10, 2026
BOS Asset Management, LLC History No change 11,670 1,005 0.23% 0.23% 1661 0 0.0% Q2 2026 Jul 13, 2026
Selby Wealth Management, LLC History No change 11,663 1,004 0.36% 0.36% 1662 0 0.0% Q2 2026 Jul 09, 2026
Oath Planning, LLC History No change 11,635 1,002 0.74% 0.74% 1663 0 0.0% Q2 2026 Jul 24, 2026
NORDEN GROUP LLC History No change 11,604 999 0.08% 0.08% 1664 0 0.0% Q2 2026 Jul 29, 2026
Firestone Capital Management History No change 11,584 997 0.19% 0.19% 1665 0 0.0% Q2 2026 Jul 31, 2026
Apollon Financial, LLC History No change 11,584 997 0.12% 0.12% 1666 0 0.0% Q2 2026 Jul 22, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 11,553 995 0.58% 0.58% 1667 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 11,526 992 0.2% 0.2% 1668 0 0.0% Q2 2026 Aug 03, 2026
Newman Dignan & Sheerar, Inc. History No change 11,478 988 0.19% 0.19% 1669 0 0.0% Q2 2026 Jul 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 11,442 985 0.11% 0.11% 1670 0 0.0% Q2 2026 Jul 13, 2026
Wealth Management Partners, LLC History No change 11,446 985 0.23% 0.23% 1671 0 0.0% Q2 2026 Jul 22, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 11,343 977 0.13% 0.13% 1672 0 0.0% Q2 2026 Jul 13, 2026
Inspire Advisors, LLC History No change 11,314 974 0.07% 0.07% 1673 0 0.0% Q2 2026 Aug 13, 2026
Bay Capital Advisors, LLC History No change 11,263 970 0.52% 0.52% 1674 0 0.0% Q2 2026 Jul 21, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 11,226 967 0.02% 0.02% 1675 0 0.0% Q2 2026 Aug 11, 2026
Summit Global Investments History No change 11,217 966 0.05% 0.05% 1676 0 0.0% Q2 2026 Aug 03, 2026
Semus Wealth Partners LLC History No change 11,203 964 0.47% 0.47% 1677 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Private Wealth, LLC History No change 11,185 963 0.59% 0.59% 1678 0 0.0% Q2 2026 Aug 11, 2026
BancFirst Trust & Investment Management History No change 11,358 963 0.41% 0.41% 1679 0 0.0% Q2 2026 Jul 23, 2026
Prosperity Financial Group, Inc. History No change 11,159 961 0.3% 0.3% 1680 0 0.0% Q2 2026 Jul 28, 2026
SPINNAKER TRUST History No change 11,142 959 0.05% 0.05% 1681 0 0.0% Q2 2026 Aug 03, 2026
NorthCrest Asset Manangement, LLC History No change 11,032 959 0.02% 0.02% 1682 0 0.0% Q2 2026 Jul 15, 2026
Legacy Wealth Managment, LLC/ID History No change 11,133 958 0.39% 0.39% 1683 0 0.0% Q2 2026 Aug 13, 2026
Elgethun Capital Management History No change 11,118 957 0.13% 0.13% 1684 0 0.0% Q2 2026 Jul 29, 2026
RHS Financial, LLC History No change 11,087 955 0.39% 0.39% 1685 0 0.0% Q2 2026 Aug 07, 2026
Ellevest, Inc. History No change 10,410 954 0.11% 0.11% 1686 0 0.0% Q2 2026 Aug 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 10,980 945 0.01% 0.01% 1687 0 0.0% Q2 2026 Aug 14, 2026
New Perspectives, Inc History No change 10,974 945 0.29% 0.29% 1688 0 0.0% Q2 2026 Jul 22, 2026
Petersen Hastings Wealth Advisors Inc. History No change 10,979 945 0.08% 0.08% 1689 0 0.0% Q2 2026 Jul 17, 2026
Everstar Asset Management, LLC History No change 10,964 944 0.46% 0.46% 1690 0 0.0% Q2 2026 Aug 03, 2026
Tanager Wealth Management LLP History No change 10,920 940 0.08% 0.08% 1691 0 0.0% Q2 2026 Jul 23, 2026
Single Point Partners, LLC History No change 10,888 937 0.16% 0.16% 1692 0 0.0% Q2 2026 Jul 16, 2026
W1M Asset Management Ltd History No change 10,813 932 0.01% 0.01% 1693 0 0.0% Q2 2026 Aug 12, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 10,820 932 0.18% 0.18% 1694 0 0.0% Q2 2026 Jul 13, 2026
Narwhal Capital Management History No change 10,800 930 0.06% 0.06% 1695 0 0.0% Q2 2026 Jul 24, 2026
Galvin, Gaustad & Stein, LLC History No change 10,798 930 0.07% 0.07% 1696 0 0.0% Q2 2026 Jul 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 10,792 929 0.12% 0.12% 1697 0 0.0% Q2 2026 Aug 11, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 10,783 928 0.27% 0.27% 1698 0 0.0% Q2 2026 Aug 07, 2026
Verum Partners LLC History No change 10,736 924 0.14% 0.14% 1699 0 0.0% Q2 2026 Jul 22, 2026
VICTORY FINANCIAL GROUP, LLC History No change 10,732 924 0.1% 0.1% 1700 0 0.0% Q2 2026 Jul 28, 2026
Downshift Financial, LLC History No change 10,712 922 0.41% 0.41% 1701 0 0.0% Q2 2026 Aug 12, 2026
Align Financial, LLC History No change 10,686 920 0.46% 0.46% 1702 0 0.0% Q2 2026 Jul 27, 2026
Journey Advisory Group, LLC History No change 10,670 919 0.07% 0.07% 1703 0 0.0% Q2 2026 Aug 04, 2026
Arrowroot Family Office, LLC History No change 10,649 917 0.26% 0.26% 1704 0 0.0% Q2 2026 Aug 06, 2026
SIERRA OCEAN, LLC History No change 10,638 916 0.63% 0.63% 1705 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Advisory Group L.L.C. History No change 10,630 915 0.35% 0.35% 1706 0 0.0% Q2 2026 Jul 22, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 10,614 914 0.25% 0.25% 1707 0 0.0% Q2 2026 Aug 07, 2026
INVESTMENT HOUSE LLC History No change 10,618 914 0.04% 0.04% 1708 0 0.0% Q2 2026 Jul 31, 2026
BankPlus Trust Department History No change 10,608 913 0.21% 0.21% 1709 0 0.0% Q2 2026 Jul 28, 2026
NBH Bank History No change 10,589 912 0.38% 0.38% 1710 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 10,575 910 0.0% 0.0% 1711 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 10,555 909 0.06% 0.06% 1712 0 0.0% Q2 2026 Jul 21, 2026
First National Advisers, LLC History No change 10,542 908 0.13% 0.13% 1713 0 0.0% Q2 2026 Jul 21, 2026
JB Capital LLC History No change 10,527 906 0.03% 0.03% 1714 0 0.0% Q2 2026 Jul 29, 2026
King Wealth Management Group History No change 10,492 904 0.1% 0.1% 1715 0 0.0% Q2 2026 Aug 05, 2026
Sterling Financial Planning, Inc. History No change 10,472 902 0.25% 0.25% 1716 0 0.0% Q2 2026 Aug 11, 2026
Colonial River Investments, LLC History No change 10,462 901 0.26% 0.26% 1717 0 0.0% Q2 2026 Jul 24, 2026
MEANS INVESTMENT CO., INC. History No change 10,452 900 0.07% 0.07% 1718 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 10,456 900 0.18% 0.18% 1719 0 0.0% Q2 2026 Jul 10, 2026
Clearwave Capital, LLC History No change 10,451 900 0.5% 0.5% 1720 0 0.0% Q2 2026 Jul 17, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 10,434 898 0.13% 0.13% 1721 0 0.0% Q2 2026 Aug 13, 2026
Valtinson Bruner Financial Planning LLC History No change 10,406 896 0.22% 0.22% 1722 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10,391 895 0.0% 0.0% 1723 0 0.0% Q2 2026 Aug 13, 2026
YHB Investment Advisors, Inc. History No change 10,374 893 0.06% 0.06% 1724 0 0.0% Q2 2026 Jul 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 10,371 893 0.12% 0.12% 1725 0 0.0% Q2 2026 Jul 24, 2026
Valued Retirements, Inc. History No change 10,366 892 0.8% 0.8% 1726 0 0.0% Q2 2026 Aug 13, 2026
THOMPSON DAVIS & CO., INC. History No change 10,332 889 0.53% 0.53% 1727 0 0.0% Q2 2026 Jul 29, 2026
Aufman Associates Inc History No change 10,295 886 0.35% 0.35% 1728 0 0.0% Q2 2026 Aug 12, 2026
Indie Asset Partners, LLC History No change 10,277 885 0.85% 0.85% 1729 0 0.0% Q2 2026 Aug 07, 2026
ORBA Wealth Advisors, L.L.C. History No change 10,218 880 0.75% 0.75% 1730 0 0.0% Q2 2026 Jul 23, 2026
RETIREMITTEN FINANCIAL LLC History No change 10,205 879 0.37% 0.37% 1731 0 0.0% Q2 2026 Aug 10, 2026
SFMG, LLC History No change 10,201 878 0.05% 0.05% 1732 0 0.0% Q2 2026 Aug 13, 2026
Keystone Wealth Services, LLC History No change 10,178 876 0.16% 0.16% 1733 0 0.0% Q2 2026 Aug 05, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 10,171 876 0.06% 0.06% 1734 0 0.0% Q2 2026 Jul 20, 2026
Seneca Financial Advisors LLC History No change 10,158 875 0.23% 0.23% 1735 0 0.0% Q2 2026 Jul 27, 2026
4WEALTH ADVISORS, INC. History No change 10,311 874 0.67% 0.67% 1736 0 0.0% Q2 2026 Jul 17, 2026
X-Square Capital, LLC History No change 10,136 873 0.22% 0.22% 1737 0 0.0% Q2 2026 Aug 12, 2026
Ellsworth Advisors, LLC History No change 9,938 872 0.14% 0.14% 1738 0 0.0% Q2 2026 Jul 16, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 10,115 871 0.03% 0.03% 1739 0 0.0% Q2 2026 Aug 04, 2026
GK Wealth Management LLC History No change 10,096 869 0.46% 0.46% 1740 0 0.0% Q2 2026 Jul 07, 2026
Parcion Private Wealth LLC History No change 10,086 868 0.05% 0.05% 1741 0 0.0% Q2 2026 Jul 27, 2026
Fidelis Wealth Advisors LLC History No change 1,802 867 1.3% 1.3% 1742 0 0.0% Q2 2026 Aug 13, 2026
AMARA FINANCIAL, LLC. History No change 10,042 865 0.52% 0.52% 1743 0 0.0% Q2 2026 Aug 07, 2026
Livet Wealth, LLC History No change 10,026 863 0.5% 0.5% 1744 0 0.0% Q2 2026 Jul 28, 2026
Timmons Wealth Management, LLC History No change 10,009 862 0.63% 0.63% 1745 0 0.0% Q2 2026 Aug 07, 2026
Rodgers Brothers Inc. History No change 9,982 859 0.08% 0.08% 1746 0 0.0% Q2 2026 Aug 05, 2026
Milestone Asset Management Group, LLC History No change 9,960 857 0.43% 0.43% 1747 0 0.0% Q2 2026 Jul 30, 2026
StoryOne LLC History No change 9,954 857 0.41% 0.41% 1748 0 0.0% Q2 2026 Jul 24, 2026
FSA Advisors, Inc. History No change 9,943 856 0.39% 0.39% 1749 0 0.0% Q2 2026 Aug 17, 2026
Calamos Wealth Management LLC History No change 9,894 852 0.03% 0.03% 1750 0 0.0% Q2 2026 Jul 31, 2026
BURLING WEALTH PARTNERS, LLC History No change 9,896 852 0.12% 0.12% 1751 0 0.0% Q2 2026 Aug 04, 2026
GERMAN AMERICAN BANCORP, INC. History No change 9,888 851 0.06% 0.06% 1752 0 0.0% Q2 2026 Aug 06, 2026
Discipline Wealth Solutions, LLC History No change 9,869 850 0.07% 0.07% 1753 0 0.0% Q2 2026 Jul 21, 2026
LANE BROTHERS & CO INC History No change 9,864 849 0.56% 0.56% 1754 0 0.0% Q2 2026 Aug 05, 2026
Shira Ridge Wealth Management History No change 9,865 849 0.3% 0.3% 1755 0 0.0% Q2 2026 Jul 09, 2026
AF Advisors, Inc. History No change 9,810 845 0.42% 0.42% 1756 0 0.0% Q2 2026 Jul 31, 2026
Strathmore Capital Advisors, Inc. History No change 9,822 845 0.23% 0.23% 1757 0 0.0% Q2 2026 Aug 10, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 9,799 844 0.05% 0.05% 1758 0 0.0% Q2 2026 Jul 29, 2026
SVB WEALTH LLC History No change 9,796 843 0.05% 0.05% 1759 0 0.0% Q2 2026 Jul 17, 2026
Maltin Wealth Management, Inc. History No change 9,792 843 0.28% 0.28% 1760 0 0.0% Q2 2026 Jul 22, 2026
Vantage Point Financial LLC History No change 9,716 836 0.25% 0.25% 1761 0 0.0% Q2 2026 Aug 14, 2026
TRED AVON FAMILY WEALTH, LLC History No change 9,708 836 0.26% 0.26% 1762 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 9,705 835 0.1% 0.1% 1763 0 0.0% Q2 2026 Jul 14, 2026
CLG LLC History No change 9,704 835 0.18% 0.18% 1764 0 0.0% Q2 2026 Jul 16, 2026
Colonial Trust Advisors History No change 9,672 833 0.06% 0.06% 1765 0 0.0% Q2 2026 Aug 11, 2026
Raleigh Capital Management Inc. History No change 9,666 832 0.27% 0.27% 1766 0 0.0% Q2 2026 Jul 21, 2026
Northstar Advisory Group, LLC History No change 9,648 831 0.26% 0.26% 1767 0 0.0% Q2 2026 Jul 14, 2026
Stockman Wealth Management, Inc. History No change 9,639 830 0.09% 0.09% 1768 0 0.0% Q2 2026 Aug 11, 2026
CFO4Life Group, LLC History No change 9,634 829 0.11% 0.11% 1769 0 0.0% Q2 2026 Aug 12, 2026
Meridian Financial Advisors, LLC History No change 9,624 829 0.4% 0.4% 1770 0 0.0% Q2 2026 Jul 22, 2026
Cannell & Spears LLC History No change 9,618 828 0.01% 0.01% 1771 0 0.0% Q2 2026 Aug 11, 2026
BOSTON FAMILY OFFICE LLC History No change 9,595 827 0.05% 0.05% 1772 0 0.0% Q2 2026 Aug 12, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 9,600 826 0.18% 0.18% 1773 0 0.0% Q2 2026 Aug 07, 2026
DBK Financial Counsel, LLC History No change 9,569 824 0.69% 0.69% 1774 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 9,569 824 0.2% 0.2% 1775 0 0.0% Q2 2026 Jul 24, 2026
Long Island Wealth Management, Inc. History No change 9,575 824 0.34% 0.34% 1776 0 0.0% Q2 2026 Aug 07, 2026
GENESIS PRIVATE WEALTH, LLC History No change 9,550 822 0.23% 0.23% 1777 0 0.0% Q2 2026 Jul 13, 2026
Amicus Financial Advisors, LLC History No change 9,524 820 0.2% 0.2% 1778 0 0.0% Q2 2026 Jul 20, 2026
Orcam Financial Group History No change 9,514 819 0.4% 0.4% 1779 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 9,498 818 0.02% 0.02% 1780 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 9,507 818 0.0% 0.0% 1781 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 9,504 818 0.16% 0.16% 1782 0 0.0% Q2 2026 Aug 11, 2026
Buttonwood Financial Advisors Inc. History No change 9,455 814 0.25% 0.25% 1783 0 0.0% Q2 2026 Jul 13, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 8,997 810 0.57% 0.57% 1784 +40 0.45% Q3 2026 Oct 07, 2026
SigFig Wealth Management, LLC History Added to 8,979 809 0.02% 0.02% 1785 +465 5.46% Q3 2026 Oct 07, 2026
Pillar Financial Advisors, LLC History No change 9,399 809 0.42% 0.42% 1786 0 0.0% Q2 2026 Jul 24, 2026
GDS Wealth Management History No change 9,370 807 0.04% 0.04% 1787 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 9,365 806 0.47% 0.47% 1788 0 0.0% Q2 2026 Aug 05, 2026
Integrity Financial Corp /WA History No change 9,348 805 0.38% 0.38% 1789 0 0.0% Q2 2026 Jul 31, 2026
Richard W. Paul & Associates, LLC History No change 9,321 802 0.25% 0.25% 1790 0 0.0% Q2 2026 Aug 10, 2026
Per Stirling Capital Management, LLC. History No change 9,310 801 0.08% 0.08% 1791 0 0.0% Q2 2026 Aug 14, 2026
Hobbs Group Advisors, LLC History No change 9,302 801 0.21% 0.21% 1792 0 0.0% Q2 2026 Aug 13, 2026
NATURAL INVESTMENTS, LLC History No change 9,255 797 0.18% 0.18% 1793 0 0.0% Q2 2026 Jul 31, 2026
Huntleigh Advisors, Inc. History No change 9,237 795 0.11% 0.11% 1794 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Management, LLC History No change 9,198 792 0.04% 0.04% 1795 0 0.0% Q2 2026 Jul 09, 2026
Nelson Capital Management, LLC History No change 9,198 792 0.09% 0.09% 1796 0 0.0% Q2 2026 Jul 24, 2026
Keudell/Morrison Wealth Management History No change 9,166 789 0.15% 0.15% 1797 0 0.0% Q2 2026 Jul 15, 2026
CVFG LLC History No change 9,153 788 0.08% 0.08% 1798 0 0.0% Q2 2026 Aug 11, 2026
Blue Chip Partners, LLC History No change 9,143 787 0.05% 0.05% 1799 0 0.0% Q2 2026 Aug 14, 2026
Dunhill Financial, LLC History No change 9,147 787 0.16% 0.16% 1800 0 0.0% Q2 2026 Aug 07, 2026
Gambit Capital Management, LLC History No change 9,138 787 0.46% 0.46% 1801 0 0.0% Q2 2026 Aug 11, 2026
Arlington Financial Advisors, LLC History No change 9,084 782 0.1% 0.1% 1802 0 0.0% Q2 2026 Jul 22, 2026
Jefferies Financial Group Inc. History No change 9,062 780 0.01% 0.01% 1803 0 0.0% Q2 2026 Aug 17, 2026
Benin Management CORP History No change 9,059 780 0.16% 0.16% 1804 0 0.0% Q2 2026 Jul 15, 2026
FAS Wealth Partners, Inc. History No change 9,030 777 0.04% 0.04% 1805 0 0.0% Q2 2026 Jul 29, 2026
Syntegra Private Wealth Group, LLC History No change 9,030 777 0.06% 0.06% 1806 0 0.0% Q2 2026 Jul 15, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 9,012 776 0.06% 0.06% 1807 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 8,994 775 0.01% 0.01% 1808 0 0.0% Q2 2026 Aug 13, 2026
Retirement Solution LLC History No change 8,997 775 0.15% 0.15% 1809 0 0.0% Q2 2026 Aug 11, 2026
Clarion Wealth Managment Partners, LLC History No change 9,000 775 0.63% 0.63% 1810 0 0.0% Q2 2026 Aug 12, 2026
Bernardo Wealth Planning LLC History No change 8,968 772 0.13% 0.13% 1811 0 0.0% Q2 2026 Jul 27, 2026
Fairscale Capital, LLC History No change 8,940 770 0.46% 0.46% 1812 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Investment Advisors, LLC History No change 8,880 764 0.14% 0.14% 1813 0 0.0% Q2 2026 Aug 14, 2026
VANCE WEALTH, LLC History No change 8,876 764 0.17% 0.17% 1814 0 0.0% Q2 2026 Aug 14, 2026
DLK Investment Management, LLC History No change 2,043 763 0.32% 0.32% 1815 0 0.0% Q2 2026 Jul 14, 2026
USA FINANCIAL FORMULAS History No change 8,837 761 0.14% 0.14% 1816 0 0.0% Q2 2026 Aug 04, 2026
Cape Investment Advisory, Inc. History No change 8,837 761 0.2% 0.2% 1817 0 0.0% Q2 2026 Jul 23, 2026
BALLAST ADVISORS LLC History No change 8,819 759 0.18% 0.18% 1818 0 0.0% Q2 2026 Aug 12, 2026
Advocacy Wealth Management, LLC History No change 8,777 756 0.03% 0.03% 1819 0 0.0% Q2 2026 Jul 29, 2026
M Wealth Management, LLC History No change 8,766 755 0.59% 0.59% 1820 0 0.0% Q2 2026 Jul 27, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 8,754 754 0.14% 0.14% 1821 0 0.0% Q2 2026 Jul 23, 2026
Richardson Capital Management LLC History No change 8,753 754 0.32% 0.32% 1822 0 0.0% Q2 2026 Jul 17, 2026
Osprey Private Wealth LLC History No change 8,764 754 0.19% 0.19% 1823 0 0.0% Q2 2026 Aug 03, 2026
RAM Investment Partners, LLC History No change 8,742 753 0.12% 0.12% 1824 0 0.0% Q2 2026 Jul 29, 2026
Apeiron RIA LLC History No change 9,659 751 0.19% 0.19% 1825 0 0.0% Q2 2026 Jul 16, 2026
Breachway Investments LLC History No change 8,725 751 1.13% 1.13% 1826 0 0.0% Q2 2026 Jul 13, 2026
Wellington Grp LLC History No change 8,729 751 0.2% 0.2% 1827 0 0.0% Q2 2026 Aug 26, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 8,713 750 0.42% 0.42% 1828 0 0.0% Q2 2026 Aug 05, 2026
Sepio Capital, LP History No change 8,703 749 0.04% 0.04% 1829 0 0.0% Q2 2026 Jul 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 8,307 748 0.15% 0.18% 1830 -1,303 -13.56% Q3 2026 Oct 05, 2026
Heritage Trust Co History No change 8,679 747 0.06% 0.06% 1831 0 0.0% Q2 2026 Aug 06, 2026
Value Investment Professionals, LLC History No change 8,658 745 0.63% 0.63% 1832 0 0.0% Q2 2026 Jul 07, 2026
Mason & Associates, LLC History No change 8,592 740 0.15% 0.15% 1833 0 0.0% Q2 2026 Jul 14, 2026
Forefront Wealth Partners, LLC History No change 8,592 740 0.23% 0.23% 1834 0 0.0% Q2 2026 Aug 20, 2026
Johnson Financial Group, LLC History No change 8,581 739 0.04% 0.04% 1835 0 0.0% Q2 2026 Aug 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 8,570 738 0.05% 0.05% 1836 0 0.0% Q2 2026 Jul 23, 2026
Ferguson Shapiro LLC History No change 8,526 734 0.21% 0.21% 1837 0 0.0% Q2 2026 Jul 09, 2026
CURA WEALTH ADVISORS, LLC History No change 8,502 732 0.31% 0.31% 1838 0 0.0% Q2 2026 Aug 06, 2026
Phillip James Consulting Co. History No change 8,502 732 0.49% 0.49% 1839 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 8,480 730 0.05% 0.05% 1840 0 0.0% Q2 2026 Jul 23, 2026
CCG WEALTH MANAGEMENT, LLC History No change 8,479 730 0.17% 0.17% 1841 0 0.0% Q2 2026 Aug 07, 2026
Berkeley Capital Partners, LLC History No change 8,462 728 0.15% 0.15% 1842 0 0.0% Q2 2026 Aug 06, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 8,088 728 0.17% 0.17% 1843 0 0.0% Q3 2026 Oct 06, 2026
Plum Street Advisors, LLC History No change 8,451 727 0.23% 0.23% 1844 0 0.0% Q2 2026 Aug 13, 2026
Odyssey Capital Advisors, Inc. History No change 8,440 727 0.52% 0.52% 1845 0 0.0% Q2 2026 Jul 31, 2026
Sherman Asset Management, Inc. History No change 8,431 726 0.56% 0.56% 1846 0 0.0% Q2 2026 Aug 05, 2026
Viewpoint Capital Management LLC History No change 8,430 726 0.37% 0.37% 1847 0 0.0% Q2 2026 Aug 04, 2026
PKS Advisory Services, LLC History No change 8,405 724 0.12% 0.12% 1848 0 0.0% Q2 2026 Aug 04, 2026
Fermata Advisors, LLC History No change 8,409 724 0.15% 0.15% 1849 0 0.0% Q2 2026 Jul 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 8,404 723 0.03% 0.03% 1850 0 0.0% Q2 2026 Jul 21, 2026
Farrell Financial LLC History No change 8,378 721 0.39% 0.39% 1851 0 0.0% Q2 2026 Jul 10, 2026
jvl associates llc History No change 8,367 720 0.2% 0.2% 1852 0 0.0% Q2 2026 Jul 06, 2026
WATERS PARKERSON & CO., LLC History No change 8,349 719 0.04% 0.04% 1853 0 0.0% Q2 2026 Jul 30, 2026
ZENITH SOLUTIONS, INC. History No change 8,348 719 0.65% 0.65% 1854 0 0.0% Q2 2026 Aug 03, 2026
NorthCoast Asset Management LLC History No change 8,344 718 0.02% 0.02% 1855 0 0.0% Q2 2026 Aug 12, 2026
Financial Futures Ltd Liability Co. History No change 8,340 718 0.27% 0.27% 1856 0 0.0% Q2 2026 Jul 27, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 8,340 718 0.04% 0.04% 1857 0 0.0% Q2 2026 Aug 11, 2026
Koenig Investment Advisory, LLC History No change 8,332 717 0.56% 0.56% 1858 0 0.0% Q2 2026 Jul 16, 2026
Peak Wealth Management LLC History No change 8,323 716 0.5% 0.5% 1859 0 0.0% Q2 2026 Jul 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 8,301 715 0.03% 0.03% 1860 0 0.0% Q2 2026 Jul 21, 2026
Peregrine Asset Advisers, Inc. History No change 8,306 715 0.16% 0.16% 1861 0 0.0% Q2 2026 Aug 10, 2026
Approach Retirement Advisors, LLC History No change 8,297 714 0.52% 0.52% 1862 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 7,903 712 0.19% 0.18% 1863 +6 0.08% Q3 2026 Oct 02, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,244 711 0.19% 0.19% 1864 0 0.0% Q2 2026 Jul 30, 2026
Cypress Wealth Services, LLC History No change 8,256 711 0.09% 0.09% 1865 0 0.0% Q2 2026 Jul 10, 2026
Empire Financial Management Company, LLC History No change 8,236 709 0.28% 0.28% 1866 0 0.0% Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 8,217 707 0.04% 0.04% 1867 0 0.0% Q2 2026 Jul 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 8,196 706 0.32% 0.32% 1868 0 0.0% Q2 2026 Aug 07, 2026
LEE DANNER & BASS INC History No change 8,196 706 0.04% 0.04% 1869 0 0.0% Q2 2026 Jul 21, 2026
Rothschild Wealth LLC History No change 8,177 704 0.06% 0.06% 1870 0 0.0% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 8,166 703 0.04% 0.04% 1871 0 0.0% Q2 2026 Jul 28, 2026
waypoint wealth counsel History No change 8,163 703 0.44% 0.44% 1872 0 0.0% Q2 2026 Aug 04, 2026
Strid Group, LLC History No change 8,118 699 0.08% 0.08% 1873 0 0.0% Q2 2026 Jul 23, 2026
WP Advisors, LLC History No change 8,111 698 0.17% 0.17% 1874 0 0.0% Q2 2026 Jul 29, 2026
Mission Financial Group, LLC History No change 8,097 697 0.58% 0.58% 1875 0 0.0% Q2 2026 Aug 12, 2026
Wealth Group Ltd History Reduced 7,636 696 0.13% 0.13% 1876 -51 -0.66% Q3 2026 Oct 07, 2026
Fortis Capital Management LLC History No change 8,078 695 0.08% 0.08% 1877 0 0.0% Q2 2026 Aug 12, 2026
Legacy Private Trust Co. History Added to 7,703 694 0.04% 0.03% 1878 +813 11.8% Q3 2026 Oct 06, 2026
Walker Asset Management, LLC History No change 8,064 694 0.35% 0.35% 1879 0 0.0% Q2 2026 Jul 10, 2026
Carroll Advisory Group, LLC History No change 8,064 694 0.23% 0.23% 1880 0 0.0% Q2 2026 Jul 23, 2026
Ascentis Wealth Management, LLC History No change 8,045 693 0.1% 0.1% 1881 0 0.0% Q2 2026 Jul 30, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 8,035 692 0.02% 0.02% 1882 0 0.0% Q2 2026 Jul 13, 2026
Hershey Financial Advisers, LLC History No change 8,042 692 0.5% 0.5% 1883 0 0.0% Q2 2026 Aug 11, 2026
Eagle Bay Advisors LLC History No change 8,028 691 0.52% 0.52% 1884 0 0.0% Q2 2026 Aug 03, 2026
Redhawk Wealth Advisors, Inc. History No change 8,014 690 0.07% 0.07% 1885 0 0.0% Q2 2026 Jul 09, 2026
Thomasville National Bank History No change 8,016 690 0.04% 0.04% 1886 0 0.0% Q2 2026 Jul 20, 2026
TI-TRUST, INC History No change 7,992 688 0.37% 0.37% 1887 0 0.0% Q2 2026 Jul 23, 2026
Quent Capital, LLC History No change 115,504 688 0.04% 0.04% 1888 0 0.0% Q2 2026 Aug 07, 2026
Wagner Wealth Management, LLC History No change 7,967 686 0.13% 0.13% 1889 0 0.0% Q2 2026 Jul 24, 2026
Fragasso Financial Advisors Inc History No change 7,951 684 0.04% 0.04% 1890 0 0.0% Q2 2026 Jul 09, 2026
Clear Street Group Inc. History No change 7,923 682 0.0% 0.0% 1891 0 0.0% Q2 2026 Aug 12, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History No change 7,920 682 0.4% 0.4% 1892 0 0.0% Q2 2026 Jul 07, 2026
Colter Lewis Investment Partners LLC History No change 7,920 682 0.3% 0.3% 1893 0 0.0% Q2 2026 Aug 14, 2026
Center For Asset Management LLC History No change 7,901 680 0.3% 0.3% 1894 0 0.0% Q2 2026 Jul 27, 2026
COUNTRY TRUST BANK History No change 7,884 679 0.01% 0.01% 1895 0 0.0% Q2 2026 Jul 15, 2026
Alaethes Wealth, LLC History No change 7,871 678 0.2% 0.2% 1896 0 0.0% Q2 2026 Aug 14, 2026
Pioneer Family Office, LLC History No change 7,878 678 0.35% 0.35% 1897 0 0.0% Q2 2026 Jul 27, 2026
Community Bank, N.A. History No change 7,868 677 0.07% 0.07% 1898 0 0.0% Q2 2026 Aug 13, 2026
Navalign, LLC History No change 7,826 674 0.16% 0.16% 1899 0 0.0% Q2 2026 Jul 27, 2026
HRC WEALTH MANAGEMENT, LLC History No change 7,799 671 0.27% 0.27% 1900 0 0.0% Q2 2026 Jul 10, 2026
STOCK YARDS BANK & TRUST CO History No change 7,782 670 0.02% 0.02% 1901 0 0.0% Q2 2026 Aug 19, 2026
Octavia Wealth Advisors, LLC History No change 7,787 670 0.06% 0.06% 1902 0 0.0% Q2 2026 Jul 14, 2026
Three Bridge Wealth Advisors, LLC History No change 7,782 670 0.17% 0.17% 1903 0 0.0% Q2 2026 Jul 27, 2026
Pointe Capital Management LLC History No change 7,770 669 0.3% 0.3% 1904 0 0.0% Q2 2026 Aug 14, 2026
ARQ WEALTH ADVISORS, LLC History No change 7,770 665 0.08% 0.08% 1905 0 0.0% Q2 2026 Jul 24, 2026
Squire Investment Management Company, LLC History No change 7,728 665 0.16% 0.16% 1906 0 0.0% Q2 2026 Jul 28, 2026
Daviman Financial, LLC History No change 7,700 663 0.37% 0.37% 1907 0 0.0% Q2 2026 Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC History No change 7,654 659 0.16% 0.16% 1908 0 0.0% Q2 2026 Aug 27, 2026
BEACON FINANCIAL PLANNING, INC History No change 7,623 656 0.22% 0.22% 1909 0 0.0% Q2 2026 Aug 06, 2026
Sterling Investment Advisors, Ltd. History No change 7,608 655 0.11% 0.11% 1910 0 0.0% Q2 2026 Jul 28, 2026
Cascade Financial Partners, LLC History No change 7,600 654 0.06% 0.06% 1911 0 0.0% Q2 2026 Aug 04, 2026
Cladis Investment Advisory, LLC History No change 7,590 653 0.31% 0.31% 1912 0 0.0% Q2 2026 Aug 13, 2026
Inscription Capital, LLC History No change 7,570 652 0.06% 0.06% 1913 0 0.0% Q2 2026 Aug 13, 2026
Goepper Burkhardt LLC History No change 7,578 652 0.2% 0.2% 1914 0 0.0% Q2 2026 Aug 10, 2026
Redwood Investment Management, LLC History No change 7,555 651 0.06% 0.06% 1915 0 0.0% Q2 2026 Aug 14, 2026
HFG Wealth Management, LLC History No change 7,555 650 0.65% 0.65% 1916 0 0.0% Q2 2026 Aug 12, 2026
Clarity Wealth Advisors, LLC History No change 7,538 649 0.11% 0.11% 1917 0 0.0% Q2 2026 Jul 24, 2026
UNIQUE WEALTH, LLC History No change 7,543 649 0.08% 0.08% 1918 0 0.0% Q2 2026 Jul 21, 2026
Hegarty Advisors, LLC History No change 7,544 649 0.45% 0.45% 1919 0 0.0% Q2 2026 Jul 27, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 7,528 648 0.11% 0.11% 1920 0 0.0% Q2 2026 Jul 21, 2026
Atomic Invest LLC History No change 7,638 647 0.06% 0.06% 1921 0 0.0% Q2 2026 Sep 25, 2026
Mason & Associates Inc History No change 7,488 645 0.1% 0.1% 1922 0 0.0% Q2 2026 Jul 23, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 7,485 644 0.1% 0.1% 1923 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 7,460 642 0.44% 0.44% 1924 0 0.0% Q2 2026 Jul 24, 2026
Rockline Wealth Management, LLC History No change 7,430 640 0.12% 0.12% 1925 0 0.0% Q2 2026 Jul 24, 2026
Advisory Advocates, LLC History No change 7,440 640 0.55% 0.55% 1926 0 0.0% Q2 2026 Aug 10, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 7,421 639 0.16% 0.16% 1927 0 0.0% Q2 2026 Aug 07, 2026
Flower City Capital History No change 7,404 637 0.28% 0.28% 1928 0 0.0% Q2 2026 Jul 07, 2026
MOTIVE WEALTH ADVISORS History No change 7,404 637 0.26% 0.26% 1929 0 0.0% Q2 2026 Jul 20, 2026
Quad-Cities Investment Group, LLC History No change 7,391 636 0.23% 0.23% 1930 0 0.0% Q2 2026 Jul 07, 2026
Capital Advisors Wealth Management, LLC History No change 7,374 635 0.07% 0.07% 1931 0 0.0% Q2 2026 Jul 23, 2026
MONETARY MANAGEMENT GROUP INC History No change 7,362 634 0.13% 0.13% 1932 0 0.0% Q2 2026 Aug 12, 2026
Murphy Pohlad Asset Management LLC History No change 7,369 634 0.22% 0.22% 1933 0 0.0% Q2 2026 Jul 21, 2026
Capital Square, LLC History No change 7,253 633 0.28% 0.28% 1934 0 0.0% Q2 2026 Aug 12, 2026
Essex LLC History No change 7,360 633 0.1% 0.1% 1935 0 0.0% Q2 2026 Jul 24, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 7,338 632 0.27% 0.27% 1936 0 0.0% Q2 2026 Jul 22, 2026
SilverOak Wealth Management LLC History No change 7,338 632 0.08% 0.08% 1937 0 0.0% Q2 2026 Jul 29, 2026
Kropog Financial Group, LLC History No change 7,340 632 0.45% 0.45% 1938 0 0.0% Q2 2026 Aug 06, 2026
truNorth Financial Services, Inc. History No change 7,255 624 0.56% 0.56% 1939 0 0.0% Q2 2026 Jul 30, 2026
MBL Wealth, LLC History No change 7,224 622 0.04% 0.04% 1940 0 0.0% Q2 2026 Jul 15, 2026
Goldstone Financial Group, LLC History No change 7,228 622 0.06% 0.06% 1941 0 0.0% Q2 2026 Aug 11, 2026
Beacon Wealthcare LLC History No change 6,900 621 0.2% 0.19% 1942 0 0.0% Q3 2026 Oct 02, 2026
Everest Private Wealth History No change 7,219 621 0.23% 0.23% 1943 0 0.0% Q2 2026 Aug 07, 2026
CHASE INVESTMENT COUNSEL CORP History No change 7,200 620 0.13% 0.13% 1944 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 7,208 620 0.08% 0.08% 1945 0 0.0% Q2 2026 Jul 27, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 7,200 620 0.11% 0.11% 1946 0 0.0% Q2 2026 Aug 14, 2026
Solstein Capital, LLC History No change 7,194 619 0.21% 0.21% 1947 0 0.0% Q2 2026 Aug 12, 2026
D.B. Root & Company, LLC History No change 7,188 619 0.13% 0.13% 1948 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group, Inc. History No change 7,193 619 0.32% 0.32% 1949 0 0.0% Q2 2026 Jul 21, 2026
Financial Gravity Companies, Inc. History No change 7,182 618 0.1% 0.1% 1950 0 0.0% Q2 2026 Aug 05, 2026
J. Derek Lewis & Associates Inc. History No change 7,182 618 0.12% 0.12% 1951 0 0.0% Q2 2026 Jul 31, 2026
Towneley Capital Management, Inc / DE History No change 7,167 617 0.12% 0.12% 1952 0 0.0% Q2 2026 Jul 30, 2026
Sanchez Levi Garrett History No change 7,154 616 0.33% 0.33% 1953 0 0.0% Q2 2026 Aug 14, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 7,134 615 0.39% 0.39% 1954 0 0.0% Q2 2026 Aug 13, 2026
WRAPMANAGER INC History No change 7,132 614 0.19% 0.19% 1955 0 0.0% Q2 2026 Aug 05, 2026
Midwest Capital Advisors, LLC History No change 7,118 613 0.25% 0.25% 1956 0 0.0% Q2 2026 Jul 28, 2026
Denver PWM, LLC History No change 6,836 610 0.2% 0.2% 1957 0 0.0% Q2 2026 Aug 17, 2026
Financial Security Advisor, Inc. History No change 7,076 609 0.1% 0.1% 1958 0 0.0% Q2 2026 Aug 11, 2026
SUCCESSION FINANCIAL, INC. History No change 7,078 609 0.58% 0.58% 1959 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 7,060 608 0.0% 0.0% 1960 0 0.0% Q2 2026 Aug 11, 2026
Ipsen Advisor Group LLC History No change 7,061 608 0.39% 0.39% 1961 0 0.0% Q2 2026 Jul 29, 2026
Freedom Investment Management, Inc. History No change 7,047 607 0.17% 0.17% 1962 0 0.0% Q2 2026 Aug 10, 2026
RDA Financial Network History No change 7,048 607 0.13% 0.13% 1963 0 0.0% Q2 2026 Jul 06, 2026
Balanced Rock Investment Advisors LLC History No change 7,049 607 0.38% 0.38% 1964 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 7,099 605 0.09% 0.09% 1965 0 0.0% Q2 2026 Aug 06, 2026
Integrated Financial Solutions, Inc. History No change 7,032 605 0.33% 0.33% 1966 0 0.0% Q2 2026 Jul 16, 2026
Rose Capital Advisors LLC History No change 7,022 604 0.3% 0.3% 1967 0 0.0% Q2 2026 Aug 07, 2026
McGlone Suttner Wealth Management, Inc. History No change 6,962 599 0.07% 0.07% 1968 0 0.0% Q2 2026 Jul 21, 2026
Trademark Financial Management, LLC History No change 6,952 598 0.24% 0.24% 1969 0 0.0% Q2 2026 Jul 27, 2026
Main Street Group, LTD History No change 6,942 597 0.14% 0.14% 1970 0 0.0% Q2 2026 Jul 13, 2026
Truvestments Capital LLC History No change 3,610 595 0.09% 0.09% 1971 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 6,908 595 0.05% 0.05% 1972 0 0.0% Q2 2026 Jul 13, 2026
Astoria Portfolio Advisors LLC. History No change 6,876 592 0.1% 0.1% 1973 0 0.0% Q2 2026 Jul 28, 2026
Ballast Rock Private Wealth LLC History No change 6,878 592 0.27% 0.27% 1974 0 0.0% Q2 2026 Aug 10, 2026
Weaver Consulting Group History Added to 6,558 590 0.11% 0.11% 1975 +115 1.78% Q3 2026 Oct 07, 2026
Portland Global Advisors LLC History No change 6,846 589 0.06% 0.06% 1976 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 6,827 588 0.01% 0.01% 1977 0 0.0% Q2 2026 Jul 30, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 6,821 587 0.03% 0.03% 1978 0 0.0% Q2 2026 Aug 10, 2026
Tranquility Partners, LLC History No change 6,815 587 0.2% 0.2% 1979 0 0.0% Q2 2026 Jul 23, 2026
Invst, LLC History No change 6,797 585 0.06% 0.06% 1980 0 0.0% Q2 2026 Aug 14, 2026
DECISION INVESTMENTS, INC History No change 6,498 585 0.53% 0.51% 1981 0 0.0% Q3 2026 Oct 07, 2026
LexAurum Advisors, LLC History No change 6,789 584 0.07% 0.07% 1982 0 0.0% Q2 2026 Jul 15, 2026
Alpha Zero LLC History No change 6,749 584 0.22% 0.22% 1983 0 0.0% Q2 2026 Jul 17, 2026
BSW Wealth Partners History No change 6,772 583 0.06% 0.06% 1984 0 0.0% Q2 2026 Jul 15, 2026
North Forty Two & Co. History No change 6,771 583 0.5% 0.5% 1985 0 0.0% Q2 2026 Jul 24, 2026
FIDELITY D & D BANCORP INC History No change 6,750 581 0.2% 0.2% 1986 0 0.0% Q2 2026 Aug 05, 2026
Pachira Investments Inc. History No change 6,736 580 0.22% 0.22% 1987 0 0.0% Q2 2026 Jul 17, 2026
Widmann Financial Services, Inc. History No change 6,738 580 0.31% 0.31% 1988 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 6,723 579 0.2% 0.2% 1989 0 0.0% Q2 2026 Jul 24, 2026
CMG Global Holdings, LLC History No change 6,690 576 0.24% 0.24% 1990 0 0.0% Q2 2026 Jul 28, 2026
TriaGen Wealth Management LLC History No change 6,696 576 0.14% 0.14% 1991 0 0.0% Q2 2026 Jul 21, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 6,692 576 0.05% 0.05% 1992 0 0.0% Q2 2026 Aug 05, 2026
First Nebraska Trust Co History No change 6,660 573 0.05% 0.05% 1993 0 0.0% Q2 2026 Aug 12, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 6,650 572 0.28% 0.28% 1994 0 0.0% Q2 2026 Jul 21, 2026
Salus Financial Advisors, LLC History No change 6,642 572 0.28% 0.28% 1995 0 0.0% Q2 2026 Aug 06, 2026
INVESTED ADVISORS History No change 6,649 572 0.51% 0.51% 1996 0 0.0% Q2 2026 Aug 04, 2026
Payne Capital LLC History No change 6,648 572 0.48% 0.48% 1997 0 0.0% Q2 2026 Aug 11, 2026
WASHINGTON TRUST Co History No change 6,624 570 0.02% 0.02% 1998 0 0.0% Q2 2026 Aug 03, 2026
Sargent Investment Group, LLC History No change 6,607 569 0.07% 0.07% 1999 0 0.0% Q2 2026 Aug 11, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 6,600 568 0.08% 0.08% 2000 0 0.0% Q2 2026 Jul 23, 2026