VANGUARD INDEX FUNDS - VV

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
JONES FINANCIAL COMPANIES LLLP History No change 19,222,366 6,468,209 2.59% 2.59% 1 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 12,039,581 4,140,532 2.42% 2.42% 2 0 0.0% Q2 2026 Aug 13, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 6,543,317 2,250,312 14.72% 14.72% 3 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 4,072,987 1,400,740 0.18% 0.18% 4 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 4,017,275 1,381,581 0.64% 0.64% 5 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,831,461 973,767 0.52% 0.52% 6 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 2,733,000 939,907 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History No change 2,712,195 932,751 50.24% 50.24% 8 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 2,469,480 849,278 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,259,085 776,922 0.39% 0.39% 10 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,875,177 644,892 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,515,972 521,358 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,507,023 518,280 0.12% 0.12% 13 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 1,451,904 499,324 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,429,481 491,612 3.64% 3.64% 15 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 1,272,808 437,731 27.61% 27.61% 16 0 0.0% Q2 2026 Jul 23, 2026
Capital Asset Advisory Services LLC History No change 1,017,512 349,932 12.66% 12.66% 17 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,014,136 348,771 5.55% 5.55% 18 0 0.0% Q2 2026 Jul 28, 2026
AMERIPRISE FINANCIAL INC History No change 901,199 309,870 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 831,081 285,816 0.83% 0.83% 20 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 792,396 272,514 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
Voya Financial Advisors, Inc. History No change 783,877 267,467 23.55% 23.55% 22 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 777,376 267,347 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 734,110 252,467 0.49% 0.49% 24 0 0.0% Q2 2026 Aug 07, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 626,682 215,522 1.61% 1.61% 25 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 582,014 200,143 0.21% 0.21% 26 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 530,162 182,328 1.0% 1.0% 27 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 526,292 180,996 0.65% 0.65% 28 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 524,913 180,522 2.3% 2.3% 29 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 522,651 179,745 0.18% 0.18% 30 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 519,808 178,767 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 14, 2026
James J. Burns & Company, LLC History No change 484,908 166,765 18.06% 18.06% 32 0 0.0% Q2 2026 Aug 06, 2026
Millburn Ridgefield LLC /DE/ History No change 456,076 156,849 2.97% 2.97% 33 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 456,076 156,849 2.6% 2.6% 34 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 440,838 151,608 1.9% 1.9% 35 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 440,832 151,606 2.79% 2.79% 36 0 0.0% Q2 2026 Aug 06, 2026
BlackRock, Inc. History No change 438,403 150,771 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 07, 2026
Mason & Associates, LLC History No change 434,857 149,551 31.12% 31.12% 38 0 0.0% Q2 2026 Jul 14, 2026
GeoWealth Management, LLC History No change 434,122 149,298 4.7% 4.7% 39 0 0.0% Q2 2026 Jul 30, 2026
Garde Capital, Inc. History No change 430,875 148,182 6.64% 6.64% 40 0 0.0% Q2 2026 Jul 31, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 416,066 143,089 0.49% 0.49% 41 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 396,398 136,325 0.12% 0.12% 42 0 0.0% Q2 2026 Aug 12, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 387,417 133,236 4.98% 4.98% 43 0 0.0% Q2 2026 Aug 13, 2026
Heartwood Wealth Advisors LLC History Reduced 376,197 132,364 10.45% 10.07% 44 -910 -0.24% Q3 2026 Oct 05, 2026
Ballentine Partners, LLC History No change 378,686 130,233 1.59% 1.59% 45 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 354,534 121,927 0.2% 0.2% 46 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 350,637 120,587 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 344,334 118,420 0.15% 0.15% 48 0 0.0% Q2 2026 Jul 29, 2026
Truepoint, Inc. History No change 339,923 116,902 2.44% 2.44% 49 0 0.0% Q2 2026 Jul 31, 2026
PITTENGER & ANDERSON INC History No change 335,445 115,363 4.13% 4.13% 50 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 324,748 110,808 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
MilWealth Group LLC History No change 301,376 103,646 22.1% 22.1% 52 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 300,897 103,481 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 13, 2026
Norinchukin Bank, The History No change 300,000 103,173 1.0% 1.0% 54 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 293,637 100,984 0.21% 0.21% 55 0 0.0% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History No change 271,224 93,276 4.34% 4.34% 56 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 263,572 90,662 0.11% 0.11% 57 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History No change 256,630 88,257 0.34% 0.34% 58 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 254,810 87,631 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 13, 2026
Baker Avenue Asset Management, LP History No change 248,686 85,525 1.62% 1.62% 60 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 225,906 77,691 1.18% 1.18% 61 0 0.0% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 220,883 75,963 6.45% 6.45% 62 0 0.0% Q2 2026 Jul 08, 2026
Cerity Partners LLC History No change 211,164 72,621 0.09% 0.09% 63 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 197,038 67,763 1.3% 1.3% 64 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 194,320 66,828 5.66% 5.66% 65 0 0.0% Q2 2026 Aug 14, 2026
Hurlow Wealth Management Group, Inc. History No change 194,273 66,812 13.9% 13.9% 66 0 0.0% Q2 2026 Aug 05, 2026
TRB Wealth Management, LLC History No change 190,058 65,362 8.7% 8.7% 67 0 0.0% Q2 2026 Aug 11, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 189,661 65,226 0.54% 0.54% 68 0 0.0% Q2 2026 Sep 23, 2026
Addis & Hill, Inc History No change 187,371 64,438 35.51% 35.51% 69 0 0.0% Q2 2026 Jul 07, 2026
Sunflower Bank, N.A. History No change 185,626 63,838 15.26% 15.26% 70 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 181,940 62,571 0.09% 0.09% 71 0 0.0% Q2 2026 Aug 27, 2026
Financial Planning Navigators CORP History No change 180,597 62,109 23.25% 23.25% 72 0 0.0% Q2 2026 Jul 28, 2026
Kathmere Capital Management, LLC History No change 174,662 60,068 3.18% 3.18% 73 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 171,408 58,949 0.07% 0.07% 74 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 166,932 57,409 15.25% 15.25% 75 0 0.0% Q2 2026 Jul 22, 2026
Acropolis Investment Management, LLC History No change 165,136 56,791 2.24% 2.24% 76 0 0.0% Q2 2026 Jul 16, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 161,292 56,750 14.54% 16.25% 77 -20,327 -11.19% Q3 2026 Oct 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 164,122 56,443 0.13% 0.13% 78 0 0.0% Q2 2026 Jul 27, 2026
Badgley Phelps Wealth Managers, LLC History No change 162,359 55,836 0.98% 0.98% 79 0 0.0% Q2 2026 Jul 31, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 150,637 51,805 0.06% 0.06% 80 0 0.0% Q2 2026 Aug 19, 2026
Equitable Holdings, Inc. History No change 149,692 51,480 0.31% 0.31% 81 0 0.0% Q2 2026 Aug 17, 2026
Betterment LLC History No change 147,169 50,613 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History No change 147,058 50,574 6.66% 6.66% 83 0 0.0% Q2 2026 Jul 16, 2026
JMG Financial Group, Ltd. History No change 145,565 50,061 1.21% 1.21% 84 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 143,737 49,432 0.66% 0.66% 85 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 133,158 45,908 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 133,137 45,787 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 129,676 44,596 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 127,473 43,839 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 126,528 43,514 0.55% 0.55% 90 0 0.0% Q2 2026 Aug 14, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 123,599 42,506 17.7% 17.7% 91 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 117,749 40,495 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 05, 2026
Haverford Trust Co History No change 116,422 40,038 0.35% 0.35% 93 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 114,745 39,462 0.18% 0.18% 94 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 112,873 38,818 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 07, 2026
SCS Capital Management LLC History No change 112,499 38,689 0.37% 0.37% 96 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 111,841 38,463 0.05% 0.05% 97 0 0.0% Q2 2026 Jul 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 109,988 37,825 1.38% 1.38% 98 0 0.0% Q2 2026 Jul 21, 2026
Latigo Investments, LLC History No change 108,982 37,480 16.7% 16.7% 99 0 0.0% Q2 2026 Aug 06, 2026
SAGE FINANCIAL GROUP INC History No change 106,130 36,499 2.02% 2.02% 100 0 0.0% Q2 2026 Jul 21, 2026
IEQ CAPITAL, LLC History No change 103,393 35,557 0.16% 0.16% 101 0 0.0% Q2 2026 Aug 11, 2026
Arbor Wealth Management LLC\AZ History No change 99,704 34,289 30.47% 30.47% 102 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 97,994 33,701 0.07% 0.07% 103 0 0.0% Q2 2026 Aug 05, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 97,339 33,475 1.98% 1.98% 104 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 94,428 32,475 3.51% 3.51% 105 0 0.0% Q2 2026 Jul 24, 2026
Miller Investment Management, LP History No change 90,501 31,124 2.84% 2.84% 106 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 88,001 30,264 2.47% 2.47% 107 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 87,869 30,219 0.14% 0.14% 108 0 0.0% Q2 2026 Aug 18, 2026
Abound Wealth Management History No change 87,540 30,105 5.97% 5.97% 109 0 0.0% Q2 2026 Jul 10, 2026
Nordwand Advisors, LLC History No change 86,950 29,902 4.58% 4.58% 110 0 0.0% Q2 2026 Aug 07, 2026
SFAM, LLC History No change 86,648 29,799 24.31% 24.31% 111 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 85,041 29,246 0.09% 0.09% 112 0 0.0% Q2 2026 Aug 12, 2026
James Reed Financial Services, Inc. History No change 84,597 29,093 22.21% 22.21% 113 0 0.0% Q2 2026 Jul 16, 2026
Modern Wealth Management, LLC History No change 83,248 28,629 0.34% 0.34% 114 0 0.0% Q2 2026 Aug 13, 2026
ADVOCATE GROUP LLC History No change 82,307 28,306 4.26% 4.26% 115 0 0.0% Q2 2026 Jul 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 81,738 28,110 4.05% 4.05% 116 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS ADVISORS, LLC History No change 80,088 27,543 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 79,977 27,520 0.15% 0.15% 118 0 0.0% Q2 2026 Aug 14, 2026
BlueSky Wealth Advisors, LLC History No change 79,239 27,251 3.16% 3.16% 119 0 0.0% Q2 2026 Jul 28, 2026
MOLLER WEALTH PARTNERS History No change 78,984 27,163 4.91% 4.91% 120 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 78,507 26,987 0.11% 0.11% 121 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 75,712 26,038 0.26% 0.26% 122 0 0.0% Q2 2026 Aug 10, 2026
JNBA Financial Advisors History No change 75,027 25,802 1.95% 1.95% 123 0 0.0% Q2 2026 Jul 23, 2026
AssuredPartners Investment Advisors, LLC History No change 72,462 24,920 2.41% 2.41% 124 0 0.0% Q2 2026 Aug 10, 2026
CHOREO, LLC History No change 71,475 24,581 0.27% 0.27% 125 0 0.0% Q2 2026 Aug 04, 2026
CULLEN/FROST BANKERS, INC. History No change 70,907 24,385 0.24% 0.24% 126 0 0.0% Q2 2026 Jul 27, 2026
Investors Research Corp History Added to 68,738 24,185 4.25% 3.87% 127 +5,812 9.24% Q3 2026 Oct 07, 2026
Verus Financial Partners, Inc. History No change 70,316 24,182 2.07% 2.07% 128 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 70,246 24,158 0.24% 0.24% 129 0 0.0% Q2 2026 Jul 28, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 70,189 24,138 11.18% 11.18% 130 0 0.0% Q2 2026 Jul 10, 2026
PINNACLE ASSOCIATES LTD History No change 69,093 23,761 0.26% 0.26% 131 0 0.0% Q2 2026 Aug 03, 2026
Wheelhouse Advisory Group LLC History No change 69,009 23,732 6.7% 6.7% 132 0 0.0% Q2 2026 Jul 23, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 68,968 23,718 1.41% 1.41% 133 0 0.0% Q2 2026 Aug 12, 2026
ATMOS ADVISORY, LLC History Added to 65,130 22,915 12.2% 11.68% 134 +166 0.26% Q3 2026 Oct 06, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 66,504 22,871 8.43% 8.43% 135 0 0.0% Q2 2026 Jul 22, 2026
Strategic Equity Management History No change 66,322 22,808 7.66% 7.66% 136 0 0.0% Q2 2026 Aug 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 66,226 22,775 9.61% 9.61% 137 0 0.0% Q2 2026 Jul 13, 2026
Box Hill Private Wealth LLC History Added to 64,323 22,632 16.46% 16.35% 138 +5,071 8.56% Q3 2026 Oct 05, 2026
Texas Capital Bank Wealth Management Services Inc History No change 63,953 21,994 1.18% 1.18% 139 0 0.0% Q2 2026 Aug 07, 2026
Wealth Architects, LLC History No change 62,994 21,664 1.71% 1.71% 140 0 0.0% Q2 2026 Jul 23, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 59,560 20,483 1.26% 1.26% 141 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 59,000 20,316 0.38% 0.38% 142 0 0.0% Q2 2026 Jul 27, 2026
FIRST HAWAIIAN BANK History No change 57,575 19,800 2.51% 2.51% 143 0 0.0% Q2 2026 Jul 13, 2026
Northern Capital Management, Inc. History No change 57,163 19,659 8.38% 8.38% 144 0 0.0% Q2 2026 Jul 23, 2026
Farrell Financial LLC History No change 55,599 19,121 10.34% 10.34% 145 0 0.0% Q2 2026 Jul 10, 2026
PROFFITT & GOODSON INC History No change 55,299 19,017 2.61% 2.61% 146 0 0.0% Q2 2026 Jul 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 55,237 18,996 0.28% 0.28% 147 0 0.0% Q2 2026 Jul 14, 2026
HBK Sorce Advisory LLC History No change 51,906 18,389 0.35% 0.35% 148 0 0.0% Q2 2026 Aug 06, 2026
Madison Asset Management, LLC History No change 53,398 18,364 0.22% 0.22% 149 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 53,392 18,361 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 17, 2026
TFC Financial Management, Inc. History No change 53,307 18,332 2.03% 2.03% 151 0 0.0% Q2 2026 Jul 23, 2026
Smithfield Trust Co History No change 53,178 18,288 0.73% 0.73% 152 0 0.0% Q2 2026 Aug 05, 2026
IF Advisors, LLC History No change 53,135 18,273 12.01% 12.01% 153 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 61,058 18,247 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 50,574 17,795 0.48% 0.51% 155 -434 -0.85% Q3 2026 Oct 02, 2026
Horizons Wealth Management History New 49,911 17,561 10.95% — 156 +49,911 New Q3 2026 Oct 05, 2026
Riverpoint Wealth Management Holdings, LLC History No change 51,059 17,559 3.23% 3.23% 157 0 0.0% Q2 2026 Jul 27, 2026
Blueprint Investment Partners LLC History No change 50,748 17,452 1.46% 1.46% 158 0 0.0% Q2 2026 Aug 04, 2026
Blueprint Financial Advisors LLC History No change 50,692 17,433 1.94% 1.94% 159 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 49,813 17,133 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 49,798 17,128 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 52,882 17,113 0.05% 0.05% 162 0 0.0% Q2 2026 Aug 10, 2026
CHATHAM CAPITAL GROUP, INC. History No change 49,491 17,020 2.17% 2.17% 163 0 0.0% Q2 2026 Jul 10, 2026
Integris Wealth Management, LLC History No change 49,080 16,878 3.41% 3.41% 164 0 0.0% Q2 2026 Jul 10, 2026
HEADINVEST, LLC History No change 49,037 16,864 3.15% 3.15% 165 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 48,958 16,837 0.05% 0.05% 166 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 48,648 16,730 0.11% 0.11% 167 0 0.0% Q2 2026 Sep 08, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 48,108 16,544 3.3% 3.3% 168 0 0.0% Q2 2026 Jul 22, 2026
Intergy Private Wealth, LLC History No change 48,026 16,516 3.81% 3.81% 169 0 0.0% Q2 2026 Jul 17, 2026
TIAA Wealth Investment Management LLC History No change 48,206 16,448 0.11% 0.11% 170 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 47,644 16,385 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 12, 2026
Alesco Advisors, LLC, An ESL Co History No change 47,631 16,380 0.38% 0.38% 172 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 46,994 16,161 2.12% 2.12% 173 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 47,559 16,138 1.01% 1.01% 174 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History No change 46,557 16,011 0.09% 0.09% 175 0 0.0% Q2 2026 Jul 24, 2026
Capital Advisors, Ltd. LLC History No change 46,353 15,941 1.61% 1.61% 176 0 0.0% Q2 2026 Jul 16, 2026
Amtrust Financial Services, Inc. History No change 45,800 15,751 4.68% 4.68% 177 0 0.0% Q2 2026 Jul 29, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 45,639 15,681 1.65% 1.65% 178 0 0.0% Q2 2026 Aug 03, 2026
Procyon Advisors, LLC History No change 45,127 15,519 0.67% 0.67% 179 0 0.0% Q2 2026 Jul 09, 2026
Idaho Trust Co History No change 44,948 15,457 4.52% 4.52% 180 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 44,883 15,435 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
Destination Wealth Management History No change 44,692 15,370 0.36% 0.36% 182 0 0.0% Q2 2026 Aug 14, 2026
MONEYWISE, INC. History No change 44,629 15,348 5.73% 5.73% 183 0 0.0% Q2 2026 Jul 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 44,218 15,207 0.17% 0.17% 184 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 43,793 15,060 0.07% 0.07% 185 0 0.0% Q2 2026 Jul 27, 2026
Daner Wealth Management, LLC History No change 41,989 15,046 8.16% 8.16% 186 0 0.0% Q2 2026 Aug 14, 2026
Leeward Financial Partners, LLC History No change 43,665 15,016 3.94% 3.94% 187 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 43,422 14,933 0.06% 0.06% 188 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 43,096 14,821 0.05% 0.05% 189 0 0.0% Q2 2026 Jul 28, 2026
Fusion Family Wealth, LLC History No change 42,544 14,631 0.97% 0.97% 190 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History No change 42,368 14,570 0.11% 0.11% 191 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 41,328 14,213 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 41,064 14,122 0.17% 0.17% 193 0 0.0% Q2 2026 Aug 07, 2026
Capital Planning LLC History No change 40,666 13,985 4.07% 4.07% 194 0 0.0% Q2 2026 Jul 22, 2026
Venture Visionary Partners LLC History Added to 38,974 13,713 0.36% 0.37% 195 +34 0.09% Q3 2026 Oct 07, 2026
Gotham Asset Management, LLC History No change 39,538 13,597 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 39,489 13,580 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 30, 2026
BRIGHTON JONES LLC History No change 39,369 13,539 0.25% 0.25% 198 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 39,285 13,510 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History No change 38,862 13,510 0.37% 0.37% 200 0 0.0% Q2 2026 Jul 13, 2026
BROWN ADVISORY INC History No change 39,280 13,508 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 14, 2026
Black Diamond Financial, LLC History No change 39,003 13,413 1.18% 1.18% 202 0 0.0% Q2 2026 Aug 04, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 38,548 13,256 1.73% 1.73% 203 0 0.0% Q2 2026 Aug 11, 2026
Blackston Financial Advisory Group, LLC History No change 38,389 13,202 7.44% 7.44% 204 0 0.0% Q2 2026 Aug 14, 2026
Tarbox Family Office, Inc. History No change 38,385 13,201 1.89% 1.89% 205 0 0.0% Q2 2026 Aug 03, 2026
Gibraltar Capital Management, Inc. History No change 37,690 12,961 1.99% 1.99% 206 0 0.0% Q2 2026 Jul 20, 2026
Cranbrook Wealth Management, LLC History No change 36,449 12,535 2.35% 2.35% 207 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 35,686 12,273 0.07% 0.07% 208 0 0.0% Q2 2026 Jul 29, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 35,323 12,147 0.7% 0.7% 209 0 0.0% Q2 2026 Jul 15, 2026
Gibson Capital, LLC History No change 35,064 12,058 1.98% 1.98% 210 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 34,602 11,900 0.34% 0.34% 211 0 0.0% Q2 2026 Aug 03, 2026
Plancorp, LLC History No change 34,485 11,896 0.29% 0.29% 212 0 0.0% Q2 2026 Jul 14, 2026
Tortoise Investment Management, LLC History No change 34,519 11,871 0.88% 0.88% 213 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 34,384 11,824 0.96% 0.96% 214 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 34,200 11,761 0.54% 0.54% 215 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 33,923 11,739 0.12% 0.12% 216 0 0.0% Q2 2026 Jul 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 34,088 11,723 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
CITY HOLDING CO History No change 33,585 11,549 1.31% 1.31% 218 0 0.0% Q2 2026 Jul 10, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 32,990 11,345 0.42% 0.42% 219 0 0.0% Q2 2026 Jul 16, 2026
SC&H Financial Advisors, Inc. History No change 32,349 11,125 1.48% 1.48% 220 0 0.0% Q2 2026 Aug 04, 2026
Ledyard National Bank History No change 32,155 11,058 0.89% 0.89% 221 0 0.0% Q2 2026 Jul 16, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 31,752 10,921 3.52% 3.52% 222 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 31,716 10,907 0.07% 0.07% 223 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 31,672 10,892 0.11% 0.11% 224 0 0.0% Q2 2026 Aug 11, 2026
Apella Capital, LLC History No change 31,624 10,889 0.15% 0.15% 225 0 0.0% Q2 2026 Jul 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 31,576 10,859 0.2% 0.2% 226 0 0.0% Q2 2026 Aug 04, 2026
Downshift Financial, LLC History No change 31,347 10,780 4.84% 4.84% 227 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 30,557 10,508 0.29% 0.29% 228 0 0.0% Q2 2026 Aug 14, 2026
MAYPORT, LLC History No change 29,933 10,294 1.6% 1.6% 229 0 0.0% Q2 2026 Aug 07, 2026
Armbruster Capital Management, Inc. History No change 29,828 10,258 1.53% 1.53% 230 0 0.0% Q2 2026 Jul 16, 2026
Balentine LLC History No change 29,665 10,201 0.36% 0.36% 231 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 29,277 10,068 0.68% 0.68% 232 0 0.0% Q2 2026 Aug 04, 2026
NWAM LLC History No change 29,272 10,066 0.5% 0.5% 233 0 0.0% Q2 2026 Jul 23, 2026
Ironwood Financial, llc History No change 28,751 9,918 1.55% 1.55% 234 0 0.0% Q2 2026 Jul 17, 2026
Valeo Financial Advisors, LLC History No change 28,600 9,835 0.21% 0.21% 235 0 0.0% Q2 2026 Jul 08, 2026
Novak & Powell Financial Services, Inc. History No change 28,465 9,789 4.61% 4.61% 236 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 28,157 9,683 0.35% 0.35% 237 0 0.0% Q2 2026 Aug 05, 2026
Councilor Wealth, LLC History No change 27,871 9,585 3.88% 3.88% 238 0 0.0% Q2 2026 Jul 21, 2026
1900 WEALTH MANAGEMENT LLC History No change 27,548 9,473 0.53% 0.53% 239 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 27,074 9,310 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
Orin Green Financial, LLC History No change 26,876 9,242 3.41% 3.41% 241 0 0.0% Q2 2026 Jul 13, 2026
Redwood Family Wealth LLC History No change 26,786 9,212 8.08% 8.08% 242 0 0.0% Q2 2026 Aug 04, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 26,574 9,139 0.22% 0.22% 243 0 0.0% Q2 2026 Jul 31, 2026
Texas Yale Capital Corp. History No change 26,567 9,136 0.2% 0.2% 244 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 26,354 9,063 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 13, 2026
CacheTech Inc. History No change 26,112 8,980 1.45% 1.45% 246 0 0.0% Q2 2026 Aug 11, 2026
Fairway Wealth LLC History No change 25,840 8,886 2.03% 2.03% 247 0 0.0% Q2 2026 Jul 24, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 49,025 8,845 0.19% 0.19% 248 0 0.0% Q2 2026 Jul 17, 2026
Sherry Group, Inc. History No change 25,838 8,799 8.59% 8.59% 249 0 0.0% Q2 2026 Jul 15, 2026
SageView Advisory Group, LLC History No change 25,180 8,659 0.28% 0.28% 250 0 0.0% Q2 2026 Aug 10, 2026
Soundwatch Capital LLC History No change 25,068 8,621 0.96% 0.96% 251 0 0.0% Q2 2026 Aug 13, 2026
Gradient Capital Advisors, LLC History No change 24,826 8,537 1.98% 1.98% 252 0 0.0% Q2 2026 Jul 13, 2026
Glenview Trust Co History No change 24,392 8,388 0.12% 0.12% 253 0 0.0% Q2 2026 Aug 18, 2026
BESSEMER GROUP INC History No change 24,356 8,377 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 12, 2026
Adams Wealth Management History No change 24,209 8,325 1.59% 1.59% 255 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 24,114 8,292 0.32% 0.32% 256 0 0.0% Q2 2026 Aug 14, 2026
PATRON PARTNERS, LLC History No change 24,063 8,275 3.18% 3.18% 257 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 24,050 8,271 0.32% 0.32% 258 0 0.0% Q2 2026 Jul 22, 2026
Clearstead Advisors, LLC History No change 23,734 8,162 0.08% 0.08% 259 0 0.0% Q2 2026 Aug 06, 2026
Simmons Bank History No change 23,708 8,153 0.47% 0.47% 260 0 0.0% Q2 2026 Jul 31, 2026
Pitcairn Wealth Advisors LLC History No change 23,699 8,150 0.89% 0.89% 261 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 23,502 8,083 0.05% 0.05% 262 0 0.0% Q2 2026 Jul 20, 2026
Beacon Capital Management, LLC History No change 23,303 8,014 1.17% 1.17% 263 0 0.0% Q2 2026 Jul 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 23,141 7,958 0.13% 0.13% 264 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 22,821 7,848 0.11% 0.11% 265 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 22,444 7,718 0.46% 0.46% 266 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 22,382 7,697 0.51% 0.51% 267 0 0.0% Q2 2026 Aug 06, 2026
Marietta Wealth Management, LLC History No change 22,363 7,690 0.79% 0.79% 268 0 0.0% Q2 2026 Aug 03, 2026
Dorsey & Whitney Trust CO LLC History No change 22,271 7,659 0.37% 0.37% 269 0 0.0% Q2 2026 Aug 14, 2026
Kendall Capital Management History No change 22,069 7,589 1.26% 1.26% 270 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 21,966 7,554 0.16% 0.16% 271 0 0.0% Q2 2026 Aug 03, 2026
Red Wave Investments LLC History No change 21,827 7,506 1.91% 1.91% 272 0 0.0% Q2 2026 Aug 05, 2026
CENTRAL TRUST Co History No change 21,610 7,431 0.13% 0.13% 273 0 0.0% Q2 2026 Jul 31, 2026
Kohmann Bosshard Financial Services, LLC History No change 21,436 7,372 0.63% 0.63% 274 0 0.0% Q2 2026 Jul 14, 2026
Sage Financial Management Group, Inc. History No change 21,357 7,344 2.02% 2.02% 275 0 0.0% Q2 2026 Jul 24, 2026
Human Investing LLC History No change 21,133 7,267 0.94% 0.94% 276 0 0.0% Q2 2026 Jul 21, 2026
Modera Wealth Management, LLC History No change 21,073 7,247 0.08% 0.08% 277 0 0.0% Q2 2026 Aug 03, 2026
INTRUST BANK NA History No change 20,736 7,131 0.53% 0.53% 278 0 0.0% Q2 2026 Aug 05, 2026
Cascade Financial Partners, LLC History No change 20,716 7,124 0.62% 0.62% 279 0 0.0% Q2 2026 Aug 04, 2026
Pioneer Wealth Management Group History No change 20,475 7,041 1.7% 1.7% 280 0 0.0% Q2 2026 Jul 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 20,220 6,953 0.28% 0.28% 281 0 0.0% Q2 2026 Jul 27, 2026
Arax Advisory Partners History No change 20,004 6,879 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 19,934 6,855 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 03, 2026
OneAscent Financial Services LLC History No change 19,871 6,833 0.33% 0.33% 284 0 0.0% Q2 2026 Aug 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 19,803 6,810 0.59% 0.59% 285 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 19,655 6,759 0.07% 0.07% 286 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 19,641 6,754 0.03% 0.03% 287 0 0.0% Q2 2026 Aug 12, 2026
OBSIDIAN CIO, LLC History No change 19,352 6,655 4.95% 4.95% 288 0 0.0% Q2 2026 Aug 03, 2026
RETIREMENT CAPITAL STRATEGIES History No change 19,055 6,553 2.28% 2.28% 289 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 18,854 6,483 0.1% 0.1% 290 0 0.0% Q2 2026 Aug 11, 2026
Prime Buchholz LLC History No change 18,564 6,384 2.3% 2.3% 291 0 0.0% Q2 2026 Aug 13, 2026
Ifrah Financial Services, Inc. History No change 18,504 6,363 1.55% 1.55% 292 0 0.0% Q2 2026 Jul 21, 2026
Bawa N Mallick Trust History No change 18,500 6,362 2.06% 2.06% 293 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 18,224 6,267 0.16% 0.16% 294 0 0.0% Q2 2026 Aug 04, 2026
MISSION WEALTH MANAGEMENT, LP History No change 17,893 6,153 0.08% 0.08% 295 0 0.0% Q2 2026 Jul 20, 2026
Avior Wealth Management, LLC History No change 17,791 6,118 0.16% 0.16% 296 0 0.0% Q2 2026 Jul 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 17,665 6,075 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 13, 2026
Riverview Trust Co History No change 17,649 6,069 7.23% 7.23% 298 0 0.0% Q2 2026 Jul 31, 2026
Vanguard National Trust Co History No change 17,576 6,044 0.33% 0.33% 299 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 17,530 6,028 0.02% 0.02% 300 0 0.0% Q2 2026 Aug 11, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 17,355 5,968 1.02% 1.02% 301 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 17,112 5,885 0.27% 0.27% 302 0 0.0% Q2 2026 Aug 20, 2026
MATHER GROUP, LLC. History No change 16,816 5,783 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 27, 2026
Vontobel Holding Ltd. History No change 16,768 5,766 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 03, 2026
Brooklyn FI, LLC History No change 16,732 5,755 1.05% 1.05% 305 0 0.0% Q2 2026 Aug 04, 2026
Sendero Wealth Management, LLC History No change 16,727 5,752 0.57% 0.57% 306 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History No change 16,717 5,749 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 03, 2026
Steward Partners Investment Advisory, LLC History No change 16,711 5,747 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 13, 2026
Objective Capital Management, LLC History No change 16,450 5,657 5.02% 5.02% 309 0 0.0% Q2 2026 Jul 20, 2026
Warwick Investment Management, Inc. History No change 16,434 5,651 0.63% 0.63% 310 0 0.0% Q2 2026 Jul 31, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 16,342 5,620 0.74% 0.74% 311 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 16,328 5,615 0.29% 0.29% 312 0 0.0% Q2 2026 Aug 07, 2026
PDS Planning, Inc History No change 16,309 5,608 0.32% 0.32% 313 0 0.0% Q2 2026 Aug 05, 2026
Seal Cove Capital, LLC History No change 16,292 5,603 4.3% 4.3% 314 0 0.0% Q2 2026 Aug 13, 2026
Infinity Wealth Counsel, LLC History No change 16,187 5,566 4.5% 4.5% 315 0 0.0% Q2 2026 Jul 09, 2026
Transcendent Capital Group LLC History No change 16,176 5,562 2.16% 2.16% 316 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 15,930 5,478 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 10, 2026
Tumwater Wealth Management, LLC History No change 15,651 5,382 1.95% 1.95% 318 0 0.0% Q2 2026 Jul 20, 2026
Glassman Wealth Services History No change 15,643 5,379 0.64% 0.64% 319 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 15,603 5,365 0.09% 0.09% 320 0 0.0% Q2 2026 Jul 21, 2026
One Capital Management, LLC History No change 17,933 5,359 0.15% 0.15% 321 0 0.0% Q2 2026 Aug 13, 2026
ATLas Financial Planning LLC History No change 15,483 5,324 4.32% 4.32% 322 0 0.0% Q2 2026 Jul 22, 2026
Kingsview Wealth Management, LLC History No change 15,430 5,306 0.06% 0.06% 323 0 0.0% Q2 2026 Aug 18, 2026
SIMON QUICK ADVISORS, LLC History No change 15,196 5,226 0.21% 0.21% 324 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 15,141 5,207 0.18% 0.18% 325 0 0.0% Q2 2026 Aug 13, 2026
Evanson Financial, LLC History No change 15,082 5,186 0.25% 0.25% 326 0 0.0% Q2 2026 Jul 07, 2026
McAdam, LLC History No change 15,002 5,159 0.2% 0.2% 327 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON TRUST Co History No change 14,960 5,144 0.16% 0.16% 328 0 0.0% Q2 2026 Aug 03, 2026
Johnson Wealth Management, LLC History No change 14,942 5,138 2.18% 2.18% 329 0 0.0% Q2 2026 Aug 06, 2026
PCG Wealth Advisors, LLC History No change 14,897 5,123 1.14% 1.14% 330 0 0.0% Q2 2026 Aug 03, 2026
ASPIRIANT, LLC History No change 14,815 5,095 0.13% 0.13% 331 0 0.0% Q2 2026 Jul 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 14,776 5,081 0.52% 0.52% 332 0 0.0% Q2 2026 Jul 28, 2026
WBH ADVISORY INC History No change 14,122 4,856 0.33% 0.33% 333 0 0.0% Q2 2026 Aug 05, 2026
FIRST NATIONAL BANK OF OMAHA History No change 14,226 4,854 0.14% 0.14% 334 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 14,104 4,850 0.58% 0.58% 335 0 0.0% Q2 2026 Sep 02, 2026
Evercore Wealth Management, LLC History No change 14,100 4,849 0.07% 0.07% 336 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 13,830 4,756 0.09% 0.09% 337 0 0.0% Q2 2026 Jul 27, 2026
RCW Management, LLC History No change 13,354 4,592 4.12% 4.12% 338 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History No change 15,315 4,576 0.19% 0.19% 339 0 0.0% Q2 2026 Jul 09, 2026
TD Waterhouse Canada Inc. History No change 13,160 4,518 0.01% 0.01% 340 0 0.0% Q2 2026 Jul 27, 2026
Gainplan LLC History No change 13,071 4,495 1.77% 1.77% 341 0 0.0% Q2 2026 Jul 07, 2026
SoundView Advisors Inc. History No change 12,994 4,468 1.46% 1.46% 342 0 0.0% Q2 2026 Jul 31, 2026
CIBC Bancorp USA Inc. History No change 12,822 4,409 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 13, 2026
Topel & Distasi Wealth Management, LLC History No change 12,693 4,365 2.11% 2.11% 344 0 0.0% Q2 2026 Aug 07, 2026
SigFig Wealth Management, LLC History Reduced 12,388 4,358 0.11% 0.11% 345 -327 -2.57% Q3 2026 Oct 07, 2026
FIRST COMMUNITY TRUST NA History Added to 12,384 4,357 1.45% 1.59% 346 +2,158 21.1% Q3 2026 Oct 07, 2026
Global Retirement Partners, LLC History No change 12,638 4,346 0.07% 0.07% 347 0 0.0% Q2 2026 Aug 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 12,632 4,344 0.32% 0.32% 348 0 0.0% Q2 2026 Aug 03, 2026
WATERSHED PRIVATE WEALTH LLC History No change 12,610 4,336 1.22% 1.22% 349 0 0.0% Q2 2026 Jul 17, 2026
L.K. Benson & Company, P.C. History No change 12,599 4,332 1.31% 1.31% 350 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 12,575 4,324 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 12,548 4,315 0.39% 0.39% 352 0 0.0% Q2 2026 Jul 10, 2026
Financial Insights, Inc. History No change 12,461 4,285 1.13% 1.13% 353 0 0.0% Q2 2026 Aug 25, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 12,394 4,262 1.71% 1.71% 354 0 0.0% Q2 2026 Jul 28, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 13,407 4,257 2.59% 2.59% 355 0 0.0% Q2 2026 Jul 31, 2026
Zhang Financial LLC History No change 12,192 4,193 0.12% 0.12% 356 0 0.0% Q2 2026 Jul 30, 2026
Envestnet Portfolio Solutions, Inc. History No change 12,187 4,191 0.02% 0.02% 357 0 0.0% Q2 2026 Sep 23, 2026
Roundview Capital LLC History No change 12,156 4,180 0.23% 0.23% 358 0 0.0% Q2 2026 Jul 30, 2026
SWP FINANCIAL LLC History No change 12,132 4,172 1.93% 1.93% 359 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 12,109 4,164 0.04% 0.04% 360 0 0.0% Q2 2026 Jul 27, 2026
PCA Investment Advisory Services Inc. History No change 12,099 4,160 1.16% 1.16% 361 0 0.0% Q2 2026 Jul 27, 2026
Beaumont Financial Advisors, LLC History No change 12,072 4,151 0.26% 0.26% 362 0 0.0% Q2 2026 Aug 04, 2026
Bragg Financial Advisors, Inc History No change 12,029 4,136 0.11% 0.11% 363 0 0.0% Q2 2026 Aug 12, 2026
Kelman-Lazarov, Inc. History No change 11,986 4,122 0.54% 0.54% 364 0 0.0% Q2 2026 Aug 10, 2026
Capital Squared Financial LLC History No change 11,929 4,102 2.68% 2.68% 365 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIENT ADVISORS LLC History No change 11,863 4,079 0.58% 0.58% 366 0 0.0% Q2 2026 Aug 07, 2026
Royal Fund Management, LLC History No change 11,862 4,079 0.34% 0.34% 367 0 0.0% Q2 2026 Jul 20, 2026
SAPIENT CAPITAL LLC History No change 11,809 4,061 0.05% 0.05% 368 0 0.0% Q2 2026 Jul 09, 2026
FC Advisory LLC History Added to 11,479 4,038 1.06% 1.03% 369 +125 1.1% Q3 2026 Oct 05, 2026
Lifeworks Advisors, LLC History No change 11,739 4,037 0.42% 0.42% 370 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 11,729 4,033 0.96% 0.96% 371 0 0.0% Q2 2026 Jul 15, 2026
Wilmington Savings Fund Society, FSB History No change 11,662 4,010 0.09% 0.09% 372 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 11,618 3,992 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 14, 2026
FORTEM FINANCIAL GROUP, LLC History No change 11,531 3,965 0.81% 0.81% 374 0 0.0% Q2 2026 Jul 20, 2026
Coppell Advisory Solutions LLC History No change 22,639 3,942 0.33% 0.33% 375 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 11,321 3,893 0.16% 0.16% 376 0 0.0% Q2 2026 Aug 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 11,296 3,884 0.18% 0.18% 377 0 0.0% Q2 2026 Jul 24, 2026
ARK & TLK INVESTMENTS, LLC History No change 11,267 3,874 0.95% 0.95% 378 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 11,199 3,851 0.04% 0.04% 379 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 11,019 3,789 0.38% 0.38% 380 0 0.0% Q2 2026 Jul 13, 2026
Jump Financial, LLC History No change 10,995 3,781 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 13, 2026
St. Louis Trust Co History No change 65,816 3,702 0.42% 0.42% 382 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL SECURITIES, INC. History No change 10,737 3,692 0.04% 0.04% 383 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 10,693 3,677 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 10,681 3,673 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 10,675 3,627 0.68% 0.68% 386 0 0.0% Q2 2026 Jul 27, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 10,528 3,620 0.24% 0.24% 387 0 0.0% Q2 2026 Jul 24, 2026
Obermeyer Wealth Partners History No change 10,489 3,607 0.15% 0.15% 388 0 0.0% Q2 2026 Jul 29, 2026
DAHRING | CUSMANO LLC History No change 10,452 3,594 1.9% 1.9% 389 0 0.0% Q2 2026 Jul 28, 2026
CARDIFF PARK ADVISORS, LLC History No change 10,358 3,562 0.28% 0.28% 390 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 10,151 3,491 0.07% 0.07% 391 0 0.0% Q2 2026 Jul 29, 2026
World Investment Advisors History No change 11,403 3,487 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 10,071 3,463 0.1% 0.1% 393 0 0.0% Q2 2026 Jul 27, 2026
NICOLET BANKSHARES INC History No change 9,947 3,427 0.11% 0.11% 394 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,963 3,426 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 12, 2026
Financial Planning Fort Collins, LLC History No change 9,882 3,422 2.59% 2.59% 396 0 0.0% Q2 2026 Jul 10, 2026
Flower City Capital History No change 9,884 3,399 1.5% 1.5% 397 0 0.0% Q2 2026 Jul 07, 2026
Glass Jacobson Investment Advisors llc History No change 9,845 3,385 1.05% 1.05% 398 0 0.0% Q2 2026 Jul 30, 2026
Summit Trail Advisors, LLC History No change 9,807 3,372 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 9,757 3,355 0.09% 0.09% 400 0 0.0% Q2 2026 Jul 31, 2026
William Mack & Associates, Inc. History No change 9,732 3,346 1.18% 1.18% 401 0 0.0% Q2 2026 Jul 10, 2026
Financial Alternatives, Inc History No change 9,723 3,343 1.65% 1.65% 402 0 0.0% Q2 2026 Aug 10, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 9,714 3,340 2.62% 2.62% 403 0 0.0% Q2 2026 Jul 22, 2026
Astra Wealth Partners LLC History No change 9,694 3,333 1.77% 1.77% 404 0 0.0% Q2 2026 Aug 11, 2026
Alley Investment Management Company, LLC History No change 9,360 3,218 0.38% 0.38% 405 0 0.0% Q2 2026 Jul 23, 2026
Mathes Company, Inc. History No change 9,322 3,206 1.0% 1.0% 406 0 0.0% Q2 2026 Aug 11, 2026
MLG Wealth Management DBA Pine Grove Financial Group History No change 9,311 3,202 0.32% 0.32% 407 0 0.0% Q2 2026 Sep 02, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 9,300 3,198 0.16% 0.16% 408 0 0.0% Q2 2026 Jul 31, 2026
Aptus Capital Advisors, LLC History No change 9,301 3,198 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 9,260 3,184 0.07% 0.07% 410 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 9,259 3,184 0.07% 0.07% 411 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 9,220 3,152 1.05% 1.05% 412 0 0.0% Q2 2026 Jul 21, 2026
BOSTON FAMILY OFFICE LLC History No change 9,131 3,140 0.19% 0.19% 413 0 0.0% Q2 2026 Aug 12, 2026
Wiser Wealth Management, Inc History No change 9,083 3,123 0.6% 0.6% 414 0 0.0% Q2 2026 Jul 14, 2026
Vise Technologies, Inc. History No change 9,075 3,120 0.04% 0.04% 415 0 0.0% Q2 2026 Aug 10, 2026
McClarren Financial Advisors, Inc. History No change 9,003 3,096 1.6% 1.6% 416 0 0.0% Q2 2026 Jul 17, 2026
Prospera Financial Services Inc History No change 8,926 3,073 0.04% 0.04% 417 0 0.0% Q2 2026 Jul 15, 2026
YHB Investment Advisors, Inc. History No change 8,846 3,042 0.19% 0.19% 418 0 0.0% Q2 2026 Jul 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 8,840 3,040 0.06% 0.06% 419 0 0.0% Q2 2026 Jul 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 8,810 3,030 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Advisory Group L.L.C. History No change 8,812 3,030 1.16% 1.16% 421 0 0.0% Q2 2026 Jul 22, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 8,770 3,016 0.68% 0.68% 422 0 0.0% Q2 2026 Jul 09, 2026
M&T BANK CORP History No change 8,749 3,008 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 04, 2026
Charles Schwab Trust Co History No change 8,739 3,005 0.17% 0.17% 424 0 0.0% Q2 2026 Jul 10, 2026
Partners in Financial Planning History No change 8,718 2,998 0.45% 0.45% 425 0 0.0% Q2 2026 Aug 10, 2026
Essex Financial Services, Inc. History No change 8,683 2,986 0.15% 0.15% 426 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,676 2,983 0.04% 0.04% 427 0 0.0% Q2 2026 Jul 24, 2026
Pinnacle Financial Group, LLC / IL History No change 8,636 2,970 0.72% 0.72% 428 0 0.0% Q2 2026 Jul 30, 2026
Ameritas Advisory Services, LLC History No change 8,580 2,950 0.06% 0.06% 429 0 0.0% Q2 2026 Aug 14, 2026
Blankinship & Foster, LLC History No change 8,574 2,948 0.59% 0.59% 430 0 0.0% Q2 2026 Jul 30, 2026
Meramec Financial Planners, LLC History No change 8,379 2,848 1.04% 1.04% 431 0 0.0% Q2 2026 Jul 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 8,280 2,847 0.16% 0.16% 432 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 8,052 2,769 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 8,030 2,761 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 7,867 2,706 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 7,725 2,656 1.45% 1.45% 436 0 0.0% Q2 2026 Aug 17, 2026
Stone Summit Wealth LLC History No change 7,704 2,649 0.67% 0.67% 437 0 0.0% Q2 2026 Jul 23, 2026
Athena Investment Management History No change 7,699 2,647 1.57% 1.57% 438 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 7,677 2,640 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
W1M Asset Management Ltd History No change 7,678 2,639 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 12, 2026
Boston Trust Walden Corp History No change 7,645 2,629 0.02% 0.02% 441 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 7,600 2,613 0.08% 0.08% 442 0 0.0% Q2 2026 Aug 11, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 7,590 2,610 0.91% 0.91% 443 0 0.0% Q2 2026 Jul 22, 2026
Medallion Wealth Advisors, LLC History No change 7,582 2,607 0.82% 0.82% 444 0 0.0% Q2 2026 Aug 14, 2026
Balanced Rock Investment Advisors LLC History No change 7,579 2,606 1.63% 1.63% 445 0 0.0% Q2 2026 Aug 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 7,576 2,605 0.37% 0.37% 446 0 0.0% Q2 2026 Jul 20, 2026
LANARK FINANCIAL, INC. History No change 7,442 2,559 0.17% 0.17% 447 0 0.0% Q2 2026 Jul 21, 2026
UPTICK PARTNERS, LLC History No change 7,418 2,551 0.4% 0.4% 448 0 0.0% Q2 2026 Aug 10, 2026
BURLING WEALTH PARTNERS, LLC History No change 7,409 2,548 0.37% 0.37% 449 0 0.0% Q2 2026 Aug 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,370 2,534 0.12% 0.12% 450 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 7,352 2,528 0.13% 0.13% 451 0 0.0% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History No change 7,275 2,501 0.66% 0.66% 452 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 7,249 2,493 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 12, 2026
Strategic Financial Concepts, LLC History No change 7,240 2,490 0.74% 0.74% 454 0 0.0% Q2 2026 Jul 27, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 7,234 2,487 0.92% 0.92% 455 0 0.0% Q2 2026 Jul 21, 2026
Sage Mountain Advisors LLC History No change 7,194 2,474 0.15% 0.15% 456 0 0.0% Q2 2026 Aug 05, 2026
Sequent Asset Management, LLC History No change 7,127 2,451 1.03% 1.03% 457 0 0.0% Q2 2026 Jul 21, 2026
Retirement Planning Group, LLC History No change 7,025 2,415 0.06% 0.06% 458 0 0.0% Q2 2026 Aug 05, 2026
Great Point Wealth Advisors, LLC History No change 7,016 2,412 0.39% 0.39% 459 0 0.0% Q2 2026 Jul 23, 2026
Luminist Capital LLC History No change 7,004 2,408 2.71% 2.71% 460 0 0.0% Q2 2026 Aug 07, 2026
Joel Isaacson & Co., LLC History No change 6,962 2,394 0.07% 0.07% 461 0 0.0% Q2 2026 Aug 04, 2026
TABR Capital Management, LLC History No change 6,936 2,385 2.03% 2.03% 462 0 0.0% Q2 2026 Jul 24, 2026
Hartmann Taylor Wealth Management, LLC History No change 7,972 2,382 1.58% 1.58% 463 0 0.0% Q2 2026 Jul 28, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 6,821 2,345 0.4% 0.4% 464 0 0.0% Q2 2026 Jul 31, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 6,789 2,334 0.94% 0.94% 465 0 0.0% Q2 2026 Jul 24, 2026
Vident Advisory, LLC History No change 6,765 2,326 0.02% 0.02% 466 0 0.0% Q2 2026 Aug 12, 2026
Greenspring Advisors, LLC History No change 6,761 2,325 0.13% 0.13% 467 0 0.0% Q2 2026 Aug 11, 2026
S.A. Mason LLC History No change 6,756 2,323 0.71% 0.71% 468 0 0.0% Q2 2026 Jul 31, 2026
Scott & Selber, Inc. History No change 6,704 2,305 0.49% 0.49% 469 0 0.0% Q2 2026 Jul 08, 2026
Fairman Group, LLC History No change 6,555 2,254 1.77% 1.77% 470 0 0.0% Q2 2026 Aug 04, 2026
Empower Advisory Group, LLC History No change 6,511 2,239 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 12, 2026
FSM Wealth Advisors, LLC History No change 6,505 2,237 0.24% 0.24% 472 0 0.0% Q2 2026 Jul 15, 2026
Legacy Advisors, LLC History No change 6,503 2,236 0.21% 0.21% 473 0 0.0% Q2 2026 Jul 24, 2026
Bell Investment Advisors, Inc History No change 6,458 2,220 0.33% 0.33% 474 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 6,442 2,215 0.04% 0.04% 475 0 0.0% Q2 2026 Aug 10, 2026
STALEY CAPITAL ADVISERS INC History No change 6,426 2,210 0.09% 0.09% 476 0 0.0% Q2 2026 Aug 11, 2026
Legacy Private Trust Co. History Reduced 6,264 2,203 0.12% 0.12% 477 -10 -0.16% Q3 2026 Oct 06, 2026
AdvisorNet Financial, Inc History No change 6,269 2,156 0.1% 0.1% 478 0 0.0% Q2 2026 Jul 23, 2026
DAVIDSON TRUST CO History No change 6,256 2,151 0.84% 0.84% 479 0 0.0% Q2 2026 Jul 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 6,247 2,148 0.11% 0.11% 480 0 0.0% Q2 2026 Jul 20, 2026
Mustard Seed Financial, LLC History No change 6,155 2,116 1.1% 1.1% 481 0 0.0% Q2 2026 Aug 05, 2026
Asempa Wealth Advisors History Added to 5,949 2,096 1.6% 1.52% 482 +28 0.47% Q3 2026 Oct 07, 2026
Arkadios Wealth Advisors History No change 6,085 2,092 0.03% 0.03% 483 0 0.0% Q2 2026 Aug 10, 2026
Berger Financial Group, Inc History No change 6,078 2,090 0.11% 0.11% 484 0 0.0% Q2 2026 Aug 04, 2026
DAVENPORT & Co LLC History No change 6,061 2,084 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 13, 2026
RTD Financial Advisors, Inc. History No change 6,025 2,071 0.23% 0.23% 486 0 0.0% Q2 2026 Jul 13, 2026
UMB Bank, n.a. History No change 6,009 2,066 0.03% 0.03% 487 0 0.0% Q2 2026 Aug 13, 2026
KM Capital Management Ltd. History No change 6,010 2,066 0.97% 0.97% 488 0 0.0% Q2 2026 Aug 14, 2026
American Investment Services, Inc. History No change 5,955 2,048 0.43% 0.43% 489 0 0.0% Q2 2026 Aug 12, 2026
Harbor Asset Planning, Inc. History No change 5,909 2,032 1.53% 1.53% 490 0 0.0% Q2 2026 Jul 22, 2026
DBK Financial Counsel, LLC History No change 5,908 2,031 1.7% 1.7% 491 0 0.0% Q2 2026 Jul 21, 2026
Mystic Asset Management, Inc. History No change 5,869 2,018 0.43% 0.43% 492 0 0.0% Q2 2026 Aug 11, 2026
General Partner, Inc. History No change 5,700 2,005 1.07% 1.05% 493 0 0.0% Q3 2026 Oct 05, 2026
Capital Investment Advisors, LLC History No change 5,829 2,004 0.03% 0.03% 494 0 0.0% Q2 2026 Aug 06, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 5,820 2,001 0.99% 0.99% 495 0 0.0% Q2 2026 Jul 07, 2026
Center for Financial Planning, Inc. History No change 5,779 1,987 0.19% 0.19% 496 0 0.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5,755 1,979 0.44% 0.44% 497 0 0.0% Q2 2026 Sep 02, 2026
ALERUS FINANCIAL NA History No change 5,705 1,962 0.09% 0.09% 498 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History No change 5,680 1,953 0.27% 0.27% 499 0 0.0% Q2 2026 Jul 15, 2026
Pallas Capital Advisors LLC History No change 5,674 1,951 0.06% 0.06% 500 0 0.0% Q2 2026 Aug 07, 2026
Miller Capital Partners, Inc. History No change 5,647 1,942 0.76% 0.76% 501 0 0.0% Q2 2026 Aug 12, 2026
Waldron Private Wealth LLC History No change 5,632 1,937 0.07% 0.07% 502 0 0.0% Q2 2026 Jul 20, 2026
GRANDFIELD & DODD, LLC History No change 5,630 1,936 0.1% 0.1% 503 0 0.0% Q2 2026 Aug 07, 2026
Measured Wealth Private Client Group, LLC History No change 5,601 1,926 0.47% 0.47% 504 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 5,586 1,921 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 11, 2026
Capital Management Associates, Inc History No change 5,581 1,919 0.39% 0.39% 506 0 0.0% Q2 2026 Jul 22, 2026
Empirical Asset Management, LLC History No change 5,578 1,918 0.43% 0.43% 507 0 0.0% Q2 2026 Aug 10, 2026
MASECO LLP History No change 5,564 1,912 0.05% 0.05% 508 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 5,611 1,905 0.04% 0.04% 509 0 0.0% Q2 2026 Jul 29, 2026
CFS Investment Advisory Services, LLC History No change 5,515 1,891 0.13% 0.13% 510 0 0.0% Q2 2026 Jul 16, 2026
Balboa Wealth Partners History No change 5,490 1,888 0.26% 0.26% 511 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 5,479 1,884 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 14, 2026
Olistico Wealth, LLC History Added to 5,349 1,882 0.79% 0.79% 513 +1 0.02% Q3 2026 Oct 05, 2026
Ellenbecker Investment Group History No change 5,461 1,878 0.22% 0.22% 514 0 0.0% Q2 2026 Jul 27, 2026
REBALANCE, LLC History No change 5,449 1,873 0.1% 0.1% 515 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 5,433 1,868 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 06, 2026
Innovative Asset Advisors Group, LLC History No change 5,430 1,867 0.82% 0.82% 517 0 0.0% Q2 2026 Aug 05, 2026
PRIVATE MANAGEMENT GROUP INC History No change 5,421 1,864 0.05% 0.05% 518 0 0.0% Q2 2026 Jul 31, 2026
Forum Financial Management, LP History No change 5,417 1,863 0.02% 0.02% 519 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History Reduced 5,295 1,862 0.16% 0.18% 521 -482 -8.34% Q3 2026 Oct 01, 2026
B. Riley Wealth Advisors, Inc. History No change 5,458 1,862 0.1% 0.1% 520 0 0.0% Q2 2026 Jul 14, 2026
Next Capital Management LLC History No change 5,376 1,848 0.5% 0.5% 522 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 5,355 1,841 0.02% 0.02% 523 0 0.0% Q2 2026 Jul 22, 2026
Portside Wealth Group, LLC History No change 5,336 1,835 0.21% 0.21% 524 0 0.0% Q2 2026 Jul 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 5,328 1,832 0.11% 0.11% 525 0 0.0% Q2 2026 Jul 31, 2026
Dakota Wealth Management History No change 5,308 1,825 0.03% 0.03% 526 0 0.0% Q2 2026 Aug 07, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,273 1,813 0.03% 0.03% 527 0 0.0% Q2 2026 Aug 10, 2026
Fortis Capital Management LLC History No change 5,256 1,807 0.2% 0.2% 528 0 0.0% Q2 2026 Aug 12, 2026
Thomasville National Bank History No change 5,251 1,805 0.1% 0.1% 529 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 5,244 1,803 0.04% 0.04% 530 0 0.0% Q2 2026 Aug 13, 2026
Systelligence, LLC History No change 5,234 1,800 0.3% 0.3% 531 0 0.0% Q2 2026 Jul 14, 2026
SeaCrest Wealth Management, LLC History No change 5,222 1,795 0.2% 0.2% 532 0 0.0% Q2 2026 Jul 09, 2026
Sloy Dahl & Holst, LLC History No change 5,171 1,778 0.22% 0.22% 533 0 0.0% Q2 2026 Aug 13, 2026
Maridea Wealth Management LLC History No change 5,166 1,776 0.19% 0.19% 534 0 0.0% Q2 2026 Aug 06, 2026
Avidian Wealth Enterprises, LLC History No change 5,092 1,751 0.05% 0.05% 535 0 0.0% Q2 2026 Jul 24, 2026
GREENLEAF TRUST History No change 5,091 1,750 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 21, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 5,075 1,745 0.12% 0.12% 537 0 0.0% Q2 2026 Aug 05, 2026
Round Rock Advisors LLC History No change 5,039 1,732 0.22% 0.22% 538 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 5,017 1,725 0.21% 0.21% 539 0 0.0% Q2 2026 Jul 20, 2026
EARNED WEALTH ADVISORS, LLC History No change 4,987 1,715 0.11% 0.11% 540 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 4,958 1,705 0.11% 0.11% 541 0 0.0% Q2 2026 Jul 20, 2026
GSG Advisors LLC History No change 4,949 1,701 0.37% 0.37% 542 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 4,921 1,692 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 31, 2026
Annex Advisory Services, LLC History No change 4,918 1,691 0.03% 0.03% 544 0 0.0% Q2 2026 Jul 10, 2026
Larson Financial Group LLC History No change 4,911 1,688 0.04% 0.04% 545 0 0.0% Q2 2026 Aug 14, 2026
Calder Financial LLC History No change 4,896 1,683 1.59% 1.59% 546 0 0.0% Q2 2026 Jul 07, 2026
Choate Investment Advisors History No change 4,883 1,679 0.03% 0.03% 547 0 0.0% Q2 2026 Aug 11, 2026
Battery Global Advisors, LLC History No change 4,880 1,678 0.84% 0.84% 548 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 4,862 1,671 0.59% 0.59% 549 0 0.0% Q2 2026 Jul 23, 2026
Manuka Financial, LLC History No change 4,837 1,663 0.86% 0.86% 550 0 0.0% Q2 2026 Jul 31, 2026
TSFG, LLC History No change 4,828 1,661 0.21% 0.21% 551 0 0.0% Q2 2026 Jul 23, 2026
Eagle Strategies LLC History No change 4,816 1,656 0.16% 0.16% 552 0 0.0% Q2 2026 Jul 21, 2026
CWA Asset Management Group, LLC History No change 4,803 1,651 0.05% 0.05% 553 0 0.0% Q2 2026 Jul 14, 2026
Belpointe Asset Management LLC History No change 4,802 1,651 0.05% 0.05% 554 0 0.0% Q2 2026 Jul 31, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 4,789 1,646 0.12% 0.12% 555 0 0.0% Q2 2026 Jul 16, 2026
GILL CAPITAL PARTNERS, LLC History No change 4,765 1,638 0.43% 0.43% 556 0 0.0% Q2 2026 Aug 20, 2026
Pathway Financial Advisors LLC History No change 4,651 1,636 0.18% 0.19% 557 0 0.0% Q3 2026 Oct 07, 2026
EnRich Financial Partners LLC History No change 4,757 1,636 0.39% 0.39% 558 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 4,687 1,611 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 4,682 1,610 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 04, 2026
Cedarwood Wealth LLC History No change 4,656 1,601 1.21% 1.21% 561 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 4,641 1,596 0.26% 0.26% 562 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 4,637 1,594 0.03% 0.03% 563 0 0.0% Q2 2026 Aug 07, 2026
BOKF, NA History No change 4,613 1,586 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 10, 2026
Advocate Investing Services LLC History No change 4,600 1,581 1.22% 1.22% 565 0 0.0% Q2 2026 Jul 28, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 4,580 1,575 0.13% 0.13% 566 0 0.0% Q2 2026 Jul 28, 2026
Nicholas Hoffman & Company, LLC. History No change 4,538 1,560 0.03% 0.03% 567 0 0.0% Q2 2026 Aug 04, 2026
GenTrust, LLC History No change 4,532 1,558 0.06% 0.06% 568 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,514 1,552 0.02% 0.02% 569 0 0.0% Q2 2026 Aug 03, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 4,506 1,549 0.07% 0.07% 570 0 0.0% Q2 2026 Jul 28, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 4,481 1,541 0.37% 0.37% 571 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 4,475 1,538 0.56% 0.56% 572 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 4,472 1,537 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 4,466 1,536 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 4,437 1,525 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
MontVue Capital Management, Inc. History No change 4,407 1,515 0.87% 0.87% 576 0 0.0% Q2 2026 Jul 27, 2026
APPLETON PARTNERS INC/MA History No change 4,403 1,514 0.09% 0.09% 577 0 0.0% Q2 2026 Jul 21, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 4,361 1,499 0.04% 0.04% 578 0 0.0% Q2 2026 Aug 05, 2026
FAS Wealth Partners, Inc. History No change 4,349 1,495 0.08% 0.08% 579 0 0.0% Q2 2026 Jul 29, 2026
Ted Buchan & Co History No change 4,349 1,495 0.49% 0.49% 580 0 0.0% Q2 2026 Jul 23, 2026
Destiny Wealth Partners, LLC History No change 4,348 1,493 0.21% 0.21% 581 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History No change 4,282 1,473 0.04% 0.04% 582 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 4,152 1,428 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 4,147 1,425 0.14% 0.14% 584 0 0.0% Q2 2026 Jul 31, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 4,140 1,423 0.17% 0.17% 585 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC FINANCIAL GROUP INC History No change 4,126 1,418 0.68% 0.68% 586 0 0.0% Q2 2026 Aug 13, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,118 1,416 0.09% 0.09% 587 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,115 1,415 0.02% 0.02% 588 0 0.0% Q2 2026 Aug 06, 2026
Advisors Capital Management, LLC History No change 4,084 1,404 0.01% 0.01% 589 0 0.0% Q2 2026 Aug 11, 2026
AlTi Global, Inc. History No change 4,053 1,393 0.03% 0.03% 590 0 0.0% Q2 2026 Aug 05, 2026
Pachira Investments Inc. History No change 4,031 1,386 0.52% 0.52% 591 0 0.0% Q2 2026 Jul 17, 2026
Sigma Planning Corp History No change 4,019 1,382 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 07, 2026
LEE DANNER & BASS INC History No change 3,993 1,373 0.08% 0.08% 593 0 0.0% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History No change 3,960 1,361 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY ADVISORS, INC. History No change 3,958 1,361 0.92% 0.92% 595 0 0.0% Q2 2026 Jul 24, 2026
VISTA CAPITAL PARTNERS, INC. History No change 3,954 1,359 0.12% 0.12% 596 0 0.0% Q2 2026 Jul 23, 2026
Merited Wealth, LLC History No change 3,947 1,357 0.96% 0.96% 597 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 3,931 1,351 0.02% 0.02% 598 0 0.0% Q2 2026 Jul 29, 2026
Life Planning Partners, Inc History No change 3,929 1,351 1.0% 1.0% 599 0 0.0% Q2 2026 Jul 21, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,900 1,341 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 10, 2026
David J Yvars Group History No change 3,844 1,321 0.62% 0.62% 601 0 0.0% Q2 2026 Jul 07, 2026
Capital Analysts, LLC History No change 3,836 1,319 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 05, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,825 1,315 0.25% 0.25% 603 0 0.0% Q2 2026 Aug 06, 2026
ENTREWEALTH, LLC History No change 3,694 1,307 0.48% 0.48% 604 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 3,800 1,306 0.0% 0.0% 605 0 0.0% Q2 2026 Sep 02, 2026
Seven Post Investment Office LP History No change 3,800 1,306 0.37% 0.37% 606 0 0.0% Q2 2026 Jul 28, 2026
Tenzing Financial LLC History No change 3,771 1,305 0.9% 0.9% 607 0 0.0% Q2 2026 Jul 09, 2026
Wescott Financial Advisory Group, LLC History No change 3,791 1,303 0.1% 0.1% 608 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Advisory Partners LLC History No change 3,757 1,291 0.02% 0.02% 609 0 0.0% Q2 2026 Jul 09, 2026
Tradewinds, LLC. History No change 1,253 1,291 0.29% 0.29% 610 0 0.0% Q2 2026 Aug 14, 2026
American Money Management, LLC History No change 3,748 1,288 0.18% 0.18% 611 0 0.0% Q2 2026 Aug 13, 2026
Aspen Wealth Management LLC History No change 3,744 1,287 0.22% 0.22% 612 0 0.0% Q2 2026 Jul 31, 2026
Madrid Wealth Management, LLC History No change 3,717 1,278 0.84% 0.84% 613 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 3,709 1,275 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 3,667 1,261 0.16% 0.16% 615 0 0.0% Q2 2026 Jul 20, 2026
Berkeley Capital Partners, LLC History No change 3,665 1,260 0.26% 0.26% 616 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 3,704 1,259 0.02% 0.02% 617 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 3,704 1,259 0.02% 0.02% 618 0 0.0% Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History No change 3,654 1,256 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 3,640 1,251 0.02% 0.02% 620 0 0.0% Q2 2026 Aug 14, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 3,628 1,247 0.32% 0.32% 621 0 0.0% Q2 2026 Aug 07, 2026
Lutz Financial Services LLC History No change 3,628 1,247 0.08% 0.08% 622 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 3,559 1,241 0.07% 0.07% 623 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 3,597 1,237 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 13, 2026
Core Wealth Advisors, Inc. History No change 3,580 1,231 0.25% 0.25% 625 0 0.0% Q2 2026 Aug 11, 2026
Tranquility Partners, LLC History No change 3,553 1,221 0.42% 0.42% 626 0 0.0% Q2 2026 Jul 23, 2026
BENJAMIN EDWARDS INC History No change 3,540 1,219 0.01% 0.01% 627 0 0.0% Q2 2026 Jul 24, 2026
Avestar Capital, LLC History No change 3,547 1,219 0.07% 0.07% 628 0 0.0% Q2 2026 Jul 29, 2026
STEVENS CAPITAL PARTNERS History No change 3,534 1,215 0.23% 0.23% 629 0 0.0% Q2 2026 Aug 07, 2026
Plum Street Advisors, LLC History No change 3,510 1,207 0.39% 0.39% 630 0 0.0% Q2 2026 Aug 13, 2026
Johnson Bixby & Associates, LLC History No change 3,501 1,204 0.13% 0.13% 631 0 0.0% Q2 2026 Jul 16, 2026
High Net Worth Advisory Group LLC History No change 3,501 1,204 0.26% 0.26% 632 0 0.0% Q2 2026 Jul 29, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,501 1,204 0.29% 0.29% 633 0 0.0% Q2 2026 Aug 10, 2026
Aspen Investment Management Inc History No change 3,493 1,201 0.32% 0.32% 634 0 0.0% Q2 2026 Jul 17, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,489 1,199 0.34% 0.34% 635 0 0.0% Q2 2026 Aug 12, 2026
Cypress Wealth Services, LLC History No change 3,479 1,196 0.15% 0.15% 636 0 0.0% Q2 2026 Jul 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 3,466 1,191 0.17% 0.17% 637 0 0.0% Q2 2026 Jul 21, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 3,447 1,185 0.16% 0.16% 638 0 0.0% Q2 2026 Jul 20, 2026
Morton Capital Management LLC/CA History No change 3,445 1,184 0.16% 0.16% 639 0 0.0% Q2 2026 Jul 23, 2026
Oakworth Capital, Inc. History No change 3,435 1,181 0.06% 0.06% 640 0 0.0% Q2 2026 Jul 22, 2026
Interchange Capital Partners, LLC History No change 3,422 1,176 0.22% 0.22% 641 0 0.0% Q2 2026 Jul 20, 2026
Synergy Financial Group, LTD History No change 3,421 1,176 0.85% 0.85% 642 0 0.0% Q2 2026 Aug 04, 2026
WealthPlan Investment Management, LLC History No change 3,396 1,167 0.06% 0.06% 643 0 0.0% Q2 2026 Jul 28, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 3,345 1,150 0.01% 0.01% 644 0 0.0% Q2 2026 Jul 23, 2026
WealthTrust Asset Management, LLC History No change 3,340 1,148 0.62% 0.62% 645 0 0.0% Q2 2026 Jul 27, 2026
Meridian Wealth Management, LLC History No change 3,335 1,146 0.04% 0.04% 646 0 0.0% Q2 2026 Aug 05, 2026
CHILTON INVESTMENT CO INC. History No change 3,319 1,141 0.03% 0.03% 647 0 0.0% Q2 2026 Aug 14, 2026
Keystone Financial Group History No change 3,303 1,136 0.07% 0.07% 648 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 3,304 1,136 0.03% 0.03% 649 0 0.0% Q2 2026 Jul 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,297 1,133 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 23, 2026
Diversified Trust Co History No change 3,289 1,131 0.02% 0.02% 651 0 0.0% Q2 2026 Jul 17, 2026
Journey Beyond Wealth, LLC History No change 3,291 1,131 0.88% 0.88% 652 0 0.0% Q2 2026 Aug 05, 2026
Grandview Asset Management LLC History No change 3,264 1,122 0.28% 0.28% 653 0 0.0% Q2 2026 Jul 24, 2026
BSW Wealth Partners History No change 3,250 1,117 0.12% 0.12% 654 0 0.0% Q2 2026 Jul 15, 2026
Trivium Point Advisory, LLC History No change 3,248 1,117 0.1% 0.1% 655 0 0.0% Q2 2026 Aug 06, 2026
PENNINGTON PARTNERS & CO., LLC History No change 3,228 1,110 0.36% 0.36% 656 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Investment Management History No change 3,220 1,107 0.38% 0.38% 657 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 3,210 1,103 0.08% 0.08% 658 0 0.0% Q2 2026 Aug 13, 2026
Golden Bell Financial Planning LLC History No change 3,195 1,098 0.81% 0.81% 659 0 0.0% Q2 2026 Jul 31, 2026
Essex Bank History No change 3,160 1,086 0.23% 0.23% 660 0 0.0% Q2 2026 Jul 23, 2026
RHS Financial, LLC History No change 3,161 1,086 0.44% 0.44% 661 0 0.0% Q2 2026 Aug 07, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 3,153 1,084 0.49% 0.49% 662 0 0.0% Q2 2026 Jul 29, 2026
CIBC WORLD MARKET INC. History No change 3,125 1,074 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 3,125 1,074 0.04% 0.04% 664 0 0.0% Q2 2026 Jul 17, 2026
Mayflower Financial Advisors, LLC History No change 3,125 1,074 0.09% 0.09% 665 0 0.0% Q2 2026 Jul 09, 2026
NorthRock Partners, LLC History No change 3,122 1,073 0.02% 0.02% 666 0 0.0% Q2 2026 Aug 11, 2026
Atwater Malick LLC History No change 3,098 1,065 0.23% 0.23% 667 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 3,095 1,064 0.07% 0.07% 668 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 3,093 1,063 0.1% 0.1% 669 0 0.0% Q2 2026 Jul 13, 2026
Stratos Investment Management, LLC History No change 3,079 1,059 0.04% 0.04% 670 0 0.0% Q2 2026 Aug 11, 2026
Daybright Advisory Services, Inc. History No change 3,073 1,055 0.25% 0.25% 671 0 0.0% Q2 2026 Aug 04, 2026
Rodgers & Associates, LTD History No change 3,067 1,054 0.1% 0.1% 672 0 0.0% Q2 2026 Jul 21, 2026
Madison Wealth Partners, Inc History No change 3,062 1,053 0.13% 0.13% 673 0 0.0% Q2 2026 Aug 12, 2026
Stillwater Private Wealth, LLC History No change 2,938 1,046 0.68% 0.68% 674 0 0.0% Q2 2026 Aug 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 2,958 1,040 0.01% 0.01% 675 +12 0.41% Q3 2026 Oct 05, 2026
Jacobi Capital Management LLC History No change 3,009 1,034 0.05% 0.05% 676 0 0.0% Q2 2026 Jul 31, 2026
Root Financial Partners, LLC History No change 3,008 1,034 0.04% 0.04% 677 0 0.0% Q2 2026 Jul 29, 2026
Canvas Wealth Advisors, LLC History No change 3,004 1,033 0.14% 0.14% 678 0 0.0% Q2 2026 Jul 10, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 3,427 1,024 0.13% 0.13% 679 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 2,966 1,020 0.05% 0.05% 680 0 0.0% Q2 2026 Jul 29, 2026
Astoria Strategic Wealth, Inc. History No change 2,967 1,020 0.23% 0.23% 681 0 0.0% Q2 2026 Jul 16, 2026
Walkner Condon Financial Advisors LLC History No change 2,968 1,020 0.12% 0.12% 682 0 0.0% Q2 2026 Jul 27, 2026
Farmers National Bank History No change 2,934 1,009 0.21% 0.21% 683 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 2,931 1,008 0.03% 0.03% 684 0 0.0% Q2 2026 Jul 09, 2026
TRUST CO OF VERMONT History No change 2,920 1,004 0.04% 0.04% 685 0 0.0% Q2 2026 Aug 07, 2026
Carnegie Investment Counsel History No change 2,920 1,004 0.02% 0.02% 686 0 0.0% Q2 2026 Jul 30, 2026
Red Door Wealth Management, LLC History No change 2,908 1,000 0.09% 0.09% 687 0 0.0% Q2 2026 Jul 13, 2026
GEN Financial Management, INC. History No change 2,904 998 0.6% 0.6% 688 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 2,888 993 0.03% 0.03% 689 0 0.0% Q2 2026 Aug 14, 2026
Old Mission Investment Co LLC History No change 2,880 990 0.21% 0.21% 690 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History No change 2,878 989 0.12% 0.12% 691 0 0.0% Q2 2026 Jul 08, 2026
Fee-Only Financial Planning, L.C. History No change 2,850 980 0.53% 0.53% 692 0 0.0% Q2 2026 Jul 29, 2026
Clarity Capital Advisors, LLC History No change 2,844 978 0.41% 0.41% 693 0 0.0% Q2 2026 Jul 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,841 976 0.09% 0.09% 694 0 0.0% Q2 2026 Aug 11, 2026
Values Added Financial LLC History No change 2,801 963 0.35% 0.35% 695 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 2,789 959 0.03% 0.03% 696 0 0.0% Q2 2026 Jul 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 2,791 959 0.14% 0.14% 697 0 0.0% Q2 2026 Aug 13, 2026
RCS Financial Planning, LLC History No change 2,781 956 0.45% 0.45% 698 0 0.0% Q2 2026 Jul 22, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 2,775 954 0.07% 0.07% 699 0 0.0% Q2 2026 Jul 16, 2026
Opus Capital Group, LLC History No change 2,764 951 0.09% 0.09% 700 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Advisors, LLC History No change 2,750 945 0.11% 0.11% 701 0 0.0% Q2 2026 Aug 14, 2026
CGC Financial Services, LLC History No change 2,731 939 0.21% 0.21% 702 0 0.0% Q2 2026 Jul 13, 2026
City State Bank History No change 2,728 938 0.21% 0.21% 703 0 0.0% Q2 2026 Jul 14, 2026
Strathmore Capital Advisors, Inc. History No change 2,721 937 0.25% 0.25% 704 0 0.0% Q2 2026 Aug 10, 2026
Compass Ion Advisors, LLC History No change 2,659 914 0.08% 0.08% 705 0 0.0% Q2 2026 Aug 12, 2026
BAILARD, INC. History No change 2,648 910 0.02% 0.02% 706 0 0.0% Q2 2026 Jul 30, 2026
Essex LLC History No change 2,635 906 0.14% 0.14% 707 0 0.0% Q2 2026 Jul 24, 2026
Goldstein Advisors, LLC History No change 2,628 903 0.08% 0.08% 708 0 0.0% Q2 2026 Jul 20, 2026
Brookstone Capital Management History No change 2,624 902 0.01% 0.01% 709 0 0.0% Q2 2026 Jul 15, 2026
EVERPAR ADVISORS LLC History No change 2,623 902 0.26% 0.26% 710 0 0.0% Q2 2026 Jul 09, 2026
Rockwood Wealth Management, LLC History No change 2,610 897 0.06% 0.06% 711 0 0.0% Q2 2026 Jul 13, 2026
Equity Wealth Partners, LLC History No change 2,606 896 0.32% 0.32% 712 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 2,588 890 0.02% 0.02% 713 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 2,589 890 0.02% 0.02% 714 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 2,563 881 0.1% 0.1% 715 0 0.0% Q2 2026 Jul 22, 2026
Embree Financial Group History No change 2,556 879 0.09% 0.09% 716 0 0.0% Q2 2026 Jul 15, 2026
PRAIRIE ADVISORY, LLC History No change 2,552 877 0.21% 0.21% 717 0 0.0% Q2 2026 Jul 20, 2026
Arista Wealth Management, LLC History No change 2,546 875 0.09% 0.09% 718 0 0.0% Q2 2026 Jul 08, 2026
RDA Financial Network History No change 2,538 872 0.19% 0.19% 719 0 0.0% Q2 2026 Jul 06, 2026
Simplicity Wealth,LLC History No change 2,537 872 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 06, 2026
Clearview Wealth Management LLC History No change 2,519 866 0.56% 0.56% 721 0 0.0% Q2 2026 Jul 13, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 2,431 855 0.09% 0.11% 722 -415 -14.58% Q3 2026 Oct 07, 2026
LPWM LLC History No change 2,476 851 0.19% 0.19% 723 0 0.0% Q2 2026 Jul 24, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 2,474 850 0.02% 0.02% 724 0 0.0% Q2 2026 Jul 14, 2026
Apollon Wealth Management, LLC History No change 2,474 850 0.01% 0.01% 725 0 0.0% Q2 2026 Jul 22, 2026
FF Advisors,LLC History No change 2,471 849 0.32% 0.32% 726 0 0.0% Q2 2026 Jul 29, 2026
Kapstone Financial Advisors LLC History No change 2,467 848 0.36% 0.36% 727 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History No change 2,485 846 0.06% 0.06% 728 0 0.0% Q2 2026 Jul 29, 2026
CGN Advisors LLC History No change 2,459 845 0.06% 0.06% 729 0 0.0% Q2 2026 Jul 06, 2026
XY Planning Network, Inc. History No change 2,421 832 0.1% 0.1% 730 0 0.0% Q2 2026 Jul 14, 2026
Foster Group, Inc. History No change 2,419 831 0.02% 0.02% 731 0 0.0% Q2 2026 Jul 07, 2026
DEFINE FINANCIAL, LLC History No change 2,415 830 0.38% 0.38% 732 0 0.0% Q2 2026 Jul 13, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 2,411 829 0.74% 0.74% 733 0 0.0% Q2 2026 Jul 09, 2026
ROCKLAND TRUST CO History New 2,355 828 0.03% — 735 +2,355 New Q3 2026 Oct 05, 2026
Fullerton Advisors, LLC History No change 2,409 828 0.77% 0.77% 734 0 0.0% Q2 2026 Jul 27, 2026
MBM WEALTH CONSULTANTS, LLC History No change 2,395 823 0.16% 0.16% 736 0 0.0% Q2 2026 Jul 24, 2026
McDonough Capital Management, Inc History No change 2,389 821 0.41% 0.41% 737 0 0.0% Q2 2026 Aug 13, 2026
United Asset Strategies, Inc. History No change 2,373 816 0.06% 0.06% 738 0 0.0% Q2 2026 Jul 13, 2026
TOWER BRIDGE ADVISORS History No change 2,368 814 0.07% 0.07% 739 0 0.0% Q2 2026 Aug 12, 2026
Amicus Financial Advisors, LLC History No change 2,364 813 0.2% 0.2% 740 0 0.0% Q2 2026 Jul 20, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,356 810 0.01% 0.01% 741 0 0.0% Q2 2026 Jul 20, 2026
Bay Capital Advisors, LLC History No change 2,356 810 0.43% 0.43% 742 0 0.0% Q2 2026 Jul 21, 2026
Venturi Wealth Management, LLC History No change 2,348 807 0.03% 0.03% 743 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 2,351 807 0.07% 0.07% 744 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,346 806 0.02% 0.02% 745 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Union Bankshares Corp History No change 2,336 803 0.01% 0.01% 746 0 0.0% Q2 2026 Aug 11, 2026
Hardy Reed LLC History No change 2,323 798 0.05% 0.05% 747 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 2,320 797 0.09% 0.09% 748 0 0.0% Q2 2026 Jul 31, 2026
Select Asset Management & Trust History No change 2,312 795 0.23% 0.23% 749 0 0.0% Q2 2026 Aug 11, 2026
Glen Eagle Advisors, LLC History No change 2,306 793 0.1% 0.1% 750 0 0.0% Q2 2026 Aug 14, 2026
AWM CAPITAL, LLC History No change 2,296 789 0.06% 0.06% 751 0 0.0% Q2 2026 Jul 31, 2026
71 West Capital Partners History No change 2,295 789 0.03% 0.03% 752 0 0.0% Q2 2026 Aug 04, 2026
Beacon Financial Strategies CORP History No change 2,289 787 0.39% 0.39% 753 0 0.0% Q2 2026 Jul 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 2,280 784 0.02% 0.02% 754 0 0.0% Q2 2026 Jul 15, 2026
Centric Wealth Management History No change 2,251 771 0.12% 0.12% 755 0 0.0% Q2 2026 Aug 06, 2026
Avant Capital LLC History No change 2,227 765 0.48% 0.48% 756 0 0.0% Q2 2026 Aug 12, 2026
Keystone Wealth Services, LLC History No change 2,220 763 0.14% 0.14% 757 0 0.0% Q2 2026 Aug 05, 2026
BetterWealth, LLC History No change 2,208 759 0.13% 0.13% 758 0 0.0% Q2 2026 Jul 21, 2026
BECKER CAPITAL MANAGEMENT INC History No change 2,205 758 0.02% 0.02% 759 0 0.0% Q2 2026 Jul 31, 2026
HM PAYSON & CO History No change 2,199 756 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 17, 2026
PFG Investments, LLC History No change 2,196 755 0.03% 0.03% 761 0 0.0% Q2 2026 Jul 23, 2026
Winthrop Advisory Group LLC History No change 2,194 754 0.05% 0.05% 762 0 0.0% Q2 2026 Jul 17, 2026
NORDEN GROUP LLC History No change 2,183 750 0.06% 0.06% 763 0 0.0% Q2 2026 Jul 29, 2026
Gladstone Institutional Advisory LLC History No change 2,179 749 0.02% 0.02% 764 0 0.0% Q2 2026 Jul 27, 2026
Bernardo Wealth Planning LLC History No change 2,160 742 0.13% 0.13% 765 0 0.0% Q2 2026 Jul 27, 2026
Ariadne Wealth Management, LP History No change 2,158 742 0.33% 0.33% 766 0 0.0% Q2 2026 Aug 13, 2026
Pine Harbor Wealth Management, LLC History No change 2,155 741 0.2% 0.2% 767 0 0.0% Q2 2026 Aug 13, 2026
Western Financial Corp/CA History No change 2,146 738 0.22% 0.22% 768 0 0.0% Q2 2026 Jul 22, 2026
SCHARF INVESTMENTS, LLC History No change 2,131 732 0.02% 0.02% 769 0 0.0% Q2 2026 Jul 10, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 2,126 731 0.05% 0.05% 770 0 0.0% Q2 2026 Aug 07, 2026
Darden Wealth Group Inc History No change 2,121 729 0.29% 0.29% 771 0 0.0% Q2 2026 Aug 06, 2026
CATHY PARETO & ASSOCIATES, INC History No change 2,119 729 0.43% 0.43% 772 0 0.0% Q2 2026 Jul 15, 2026
Rezny Wealth Management, Inc. History No change 2,119 728 0.13% 0.13% 773 0 0.0% Q2 2026 Jul 17, 2026
Manhattan West Asset Management, LLC History No change 2,114 727 0.12% 0.12% 774 0 0.0% Q2 2026 Aug 11, 2026
Rinkey Investments History No change 2,110 725 0.17% 0.17% 775 0 0.0% Q2 2026 Jul 20, 2026
Briggs Wealth Management, Inc History No change 2,090 718 0.66% 0.66% 776 0 0.0% Q2 2026 Aug 06, 2026
FIRST FOUNDATION ADVISORS History No change 2,086 717 0.03% 0.03% 777 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 2,072 712 0.02% 0.02% 778 0 0.0% Q2 2026 Aug 13, 2026
Relyea Zuckerberg Hanson LLC History No change 2,057 707 0.06% 0.06% 779 0 0.0% Q2 2026 Jul 16, 2026
Quartz Partners, LLC History No change 2,037 700 0.23% 0.23% 780 0 0.0% Q2 2026 Aug 10, 2026
True North Advisors, LLC History No change 2,029 697 0.07% 0.07% 781 0 0.0% Q2 2026 Jul 22, 2026
Bank OZK History No change 2,017 693 0.21% 0.21% 782 0 0.0% Q2 2026 Aug 17, 2026
Facet Wealth, Inc. History No change 2,011 691 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 27, 2026
Bridgewater Advisors Inc. History No change 1,975 689 0.04% 0.04% 784 0 0.0% Q2 2026 Aug 05, 2026
Envision Financial LLC History No change 2,002 688 0.32% 0.32% 785 0 0.0% Q2 2026 Jul 10, 2026
Rockbridge Investment Management, LCC History No change 2,000 687 0.06% 0.06% 786 0 0.0% Q2 2026 Aug 14, 2026
Coquina Private Wealth LLC History No change 1,982 681 0.46% 0.46% 787 0 0.0% Q2 2026 Jul 29, 2026
Cypress Capital Group History No change 1,979 680 0.06% 0.06% 788 0 0.0% Q2 2026 Aug 05, 2026
Geometric Wealth Advisors History No change 1,980 680 0.07% 0.07% 789 0 0.0% Q2 2026 Aug 11, 2026
Legacy Edge Advisors, LLC History No change 1,975 679 0.06% 0.06% 790 0 0.0% Q2 2026 Aug 11, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,969 677 0.1% 0.1% 791 0 0.0% Q2 2026 Aug 12, 2026
Portland Financial Advisors Inc History No change 1,969 677 1.24% 1.24% 792 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History No change 1,965 675 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 06, 2026
Ethos Financial Group, LLC History No change 2,015 675 0.05% 0.05% 794 0 0.0% Q2 2026 Aug 07, 2026
Ballast Financial Advisors LLC History No change 1,961 674 0.61% 0.61% 795 0 0.0% Q2 2026 Aug 13, 2026
Bensler, LLC History No change 1,958 673 0.06% 0.06% 796 0 0.0% Q2 2026 Jul 23, 2026
Beckerman Institutional, LLC History No change 1,957 673 0.32% 0.32% 797 0 0.0% Q2 2026 Aug 11, 2026
Karnit Road Accident Victims Compensation Fund History No change 1,950 670 0.38% 0.38% 798 0 0.0% Q2 2026 Aug 03, 2026
Mesirow Financial Investment Management, Inc. History No change 1,940 666 0.01% 0.01% 799 0 0.0% Q2 2026 Jul 22, 2026
Slow Capital, Inc. History No change 1,936 665 0.08% 0.08% 800 0 0.0% Q2 2026 Jul 22, 2026
Nuveen, LLC History No change 1,936 665 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 11, 2026
SMI Advisory Services, LLC History No change 1,918 663 0.11% 0.11% 802 0 0.0% Q2 2026 Jul 09, 2026
Advantage Trust Co History No change 1,930 663 0.23% 0.23% 803 0 0.0% Q2 2026 Jul 17, 2026
Granite Bay Wealth Management, LLC History No change 1,920 660 0.06% 0.06% 804 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 1,902 654 0.03% 0.03% 805 0 0.0% Q2 2026 Aug 14, 2026
True Link Financial Advisors, LLC History No change 1,904 654 0.04% 0.04% 806 0 0.0% Q2 2026 Jul 31, 2026
VISTA INVESTMENT MANAGEMENT History No change 1,900 653 0.2% 0.2% 807 0 0.0% Q2 2026 Aug 12, 2026
CERTUITY, LLC History No change 1,897 652 0.03% 0.03% 808 0 0.0% Q2 2026 Jul 28, 2026
Burk Holdings LLC History No change 1,877 645 0.24% 0.24% 809 0 0.0% Q2 2026 Aug 12, 2026
New England Private Wealth Advisors LLC History No change 1,893 644 0.06% 0.06% 810 0 0.0% Q2 2026 Aug 04, 2026
Gateway Wealth Partners, LLC History No change 1,867 642 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 04, 2026
WATERS PARKERSON & CO., LLC History No change 1,844 634 0.03% 0.03% 812 0 0.0% Q2 2026 Jul 30, 2026
Petix & Botte Co History No change 1,838 631 0.13% 0.13% 813 0 0.0% Q2 2026 Aug 04, 2026
Capital Group Private Client Services, Inc. History No change 1,831 629 0.01% 0.01% 814 0 0.0% Q2 2026 Aug 12, 2026
Junk Investment Group, LLC History No change 1,831 629 0.28% 0.28% 815 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisors, LLC History No change 1,826 627 0.09% 0.09% 816 0 0.0% Q2 2026 Jul 22, 2026
EASTERN BANK History Reduced 1,780 626 0.01% 0.01% 817 -66 -3.58% Q3 2026 Oct 05, 2026
Perennial Investment Advisors, LLC History No change 1,818 625 0.04% 0.04% 818 0 0.0% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History No change 1,816 624 0.23% 0.23% 819 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 1,807 621 0.34% 0.34% 820 0 0.0% Q2 2026 Jul 27, 2026
Chokshi & Queen Wealth Advisors, Inc History No change 1,800 619 0.29% 0.29% 821 0 0.0% Q2 2026 Aug 14, 2026
Weaver Consulting Group History Reduced 1,742 612 0.12% 0.12% 823 -9 -0.51% Q3 2026 Oct 07, 2026
Mason Investment Advisory Services, Inc. History No change 1,782 612 0.02% 0.02% 822 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 1,779 611 0.08% 0.08% 824 0 0.0% Q2 2026 Aug 04, 2026
Aletheian Wealth Advisors LLC History No change 1,771 609 0.26% 0.26% 825 0 0.0% Q2 2026 Jul 08, 2026
Cherry Tree Wealth Management, LLC History No change 1,763 606 0.11% 0.11% 826 0 0.0% Q2 2026 Sep 15, 2026
ETF Store, Inc. History No change 1,745 599 0.5% 0.5% 827 0 0.0% Q2 2026 Jul 29, 2026
BWM Planning, LLC History No change 1,739 597 0.14% 0.14% 828 0 0.0% Q2 2026 Jul 23, 2026
Passive Capital Management, LLC. History No change 1,892 595 0.19% 0.19% 829 0 0.0% Q2 2026 Aug 10, 2026
Eaton-Cambridge Inc. History No change 1,715 589 0.17% 0.17% 830 0 0.0% Q2 2026 Jul 23, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 1,692 581 0.31% 0.31% 831 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 1,688 580 0.05% 0.05% 832 0 0.0% Q2 2026 Jul 28, 2026
SHUFRO ROSE & CO LLC History No change 1,680 577 0.03% 0.03% 833 0 0.0% Q2 2026 Aug 12, 2026
RFG Advisory, LLC History No change 1,677 576 0.01% 0.01% 834 0 0.0% Q2 2026 Jul 15, 2026
LongView Wealth Management History No change 1,676 576 0.15% 0.15% 835 0 0.0% Q2 2026 Jul 17, 2026
Stenger Family Office, LLC History No change 1,673 575 0.09% 0.09% 836 0 0.0% Q2 2026 Jul 13, 2026
SHP Wealth Management History No change 1,663 571 0.04% 0.04% 837 0 0.0% Q2 2026 Aug 11, 2026
Peak Retirement Planning, Inc. History No change 1,655 569 0.09% 0.09% 838 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Co of New England, Inc. History No change 1,652 568 0.2% 0.2% 839 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,654 568 0.06% 0.06% 840 0 0.0% Q2 2026 Aug 13, 2026
IFC & Insurance Marketing, Inc. History No change 1,647 566 0.5% 0.5% 841 0 0.0% Q2 2026 Jul 09, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 1,642 564 0.13% 0.13% 842 0 0.0% Q2 2026 Aug 10, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 1,595 548 0.08% 0.08% 843 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,592 547 0.03% 0.03% 844 0 0.0% Q2 2026 Jul 28, 2026
C M BIDWELL & ASSOCIATES LTD History No change 1,590 546 0.22% 0.22% 845 0 0.0% Q2 2026 Aug 11, 2026
Moss Adams Wealth Advisors LLC History No change 1,579 543 0.03% 0.03% 846 0 0.0% Q2 2026 Jul 27, 2026
PKS Advisory Services, LLC History No change 1,579 542 0.09% 0.09% 847 0 0.0% Q2 2026 Aug 04, 2026
M.E. ALLISON & CO., INC. History No change 1,577 542 0.31% 0.31% 848 0 0.0% Q2 2026 Jul 07, 2026
Yoder Wealth Management, Inc. History No change 1,570 539 0.21% 0.21% 849 0 0.0% Q2 2026 Jul 22, 2026
First Financial Bank - Trust Division History No change 1,529 537 0.04% 0.04% 850 0 0.0% Q3 2026 Oct 01, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 1,560 536 0.02% 0.02% 851 0 0.0% Q2 2026 Jul 21, 2026
GreatBanc Trust CO History No change 1,538 528 0.33% 0.33% 852 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,537 528 0.05% 0.05% 853 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History No change 1,511 519 0.05% 0.05% 854 0 0.0% Q2 2026 Jul 30, 2026
PGIM Custom Harvest LLC History No change 1,512 519 0.01% 0.01% 855 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History No change 1,511 519 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 22, 2026
Napier Financial, LLC History No change 1,497 514 0.11% 0.11% 857 0 0.0% Q2 2026 Jul 31, 2026
Index Fund Advisors, Inc. History No change 1,494 513 0.02% 0.02% 858 0 0.0% Q2 2026 Aug 12, 2026
LEGACY FINANCIAL GROUP, INC. History No change 1,493 513 0.12% 0.12% 859 0 0.0% Q2 2026 Jul 30, 2026
Eaton Financial Holdings Company, LLC History No change 1,483 510 0.14% 0.14% 860 0 0.0% Q2 2026 Aug 04, 2026
DELTA FINANCIAL ADVISORS LLC History No change 1,483 509 0.12% 0.12% 861 0 0.0% Q2 2026 Aug 05, 2026
Oak Harvest Investment Services History No change 1,481 509 0.05% 0.05% 862 0 0.0% Q2 2026 Jul 24, 2026
Trust Co of the South History No change 1,482 509 0.07% 0.07% 863 0 0.0% Q2 2026 Jul 01, 2026
Beacon Wealthcare LLC History No change 1,445 508 0.16% 0.16% 864 0 0.0% Q3 2026 Oct 02, 2026
Strategic Blueprint, LLC History No change 1,472 506 0.03% 0.03% 865 0 0.0% Q2 2026 Jul 23, 2026
Centennial Advisors, LLC History No change 1,472 506 0.6% 0.6% 866 0 0.0% Q2 2026 Jul 27, 2026
Stanley-Laman Group, Ltd. History No change 1,469 505 0.05% 0.05% 867 0 0.0% Q2 2026 Aug 05, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 1,470 505 0.05% 0.05% 868 0 0.0% Q2 2026 Jul 29, 2026
CAPITAL ADVISORS INC/OK History No change 1,464 503 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 22, 2026
Woodward Financial Advisors, Inc. History No change 1,465 503 0.17% 0.17% 870 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 1,461 502 0.12% 0.12% 871 0 0.0% Q2 2026 Aug 10, 2026
Indiana Trust & Investment Management Co History No change 1,441 495 0.14% 0.14% 872 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, Inc. History No change 1,441 495 0.02% 0.02% 873 0 0.0% Q2 2026 Aug 10, 2026
Financial Futures Ltd Liability Co. History No change 1,439 494 0.19% 0.19% 874 0 0.0% Q2 2026 Jul 27, 2026
Legacy Trust History No change 1,435 493 0.09% 0.09% 875 0 0.0% Q2 2026 Jul 31, 2026
Wellington Grp LLC History No change 1,434 493 0.13% 0.13% 876 0 0.0% Q2 2026 Aug 26, 2026
Expressive Wealth LLC History No change 1,419 488 0.46% 0.46% 877 0 0.0% Q2 2026 Aug 11, 2026
Redwood Financial Network Corp History No change 1,418 487 0.27% 0.27% 878 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 1,416 486 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 14, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,380 485 0.14% 0.14% 880 0 0.0% Q3 2026 Oct 05, 2026
BEARING POINT CAPITAL, LLC History No change 1,413 485 0.07% 0.07% 881 0 0.0% Q2 2026 Aug 11, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,408 484 0.03% 0.03% 882 0 0.0% Q2 2026 Aug 06, 2026
Archvest Wealth Advisors, Inc. History No change 1,406 483 0.28% 0.28% 883 0 0.0% Q2 2026 Jul 27, 2026
Seven Springs Wealth Group, LLC History No change 1,400 481 0.11% 0.11% 884 0 0.0% Q2 2026 Aug 04, 2026
HighPoint Advisor Group LLC History No change 1,397 480 0.02% 0.02% 885 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,396 480 0.11% 0.11% 886 0 0.0% Q2 2026 Jul 27, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,394 479 0.04% 0.04% 887 0 0.0% Q2 2026 Jul 07, 2026
American Trust History No change 1,392 478 0.04% 0.04% 888 0 0.0% Q2 2026 Aug 14, 2026
My Personal CFO, LLC History No change 1,391 478 0.19% 0.19% 889 0 0.0% Q2 2026 Jul 21, 2026
Werba Rubin Papier Wealth Management History No change 1,387 476 0.06% 0.06% 890 0 0.0% Q2 2026 Jul 27, 2026
Hudson Oak Wealth Advisory LLC History No change 1,382 475 0.37% 0.37% 891 0 0.0% Q2 2026 Jul 21, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,374 472 0.0% 0.0% 892 0 0.0% Q2 2026 Aug 11, 2026
Oak Asset Management, LLC History No change 1,361 468 0.15% 0.15% 893 0 0.0% Q2 2026 Jul 10, 2026
First Heartland Consultants, Inc. History No change 1,347 463 0.03% 0.03% 894 0 0.0% Q2 2026 Jul 08, 2026
Heritage Family Offices, LLP History No change 1,340 460 0.18% 0.18% 895 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,340 460 0.18% 0.18% 896 0 0.0% Q2 2026 Jul 06, 2026
HUB Investment Partners, LLC History No change 1,329 457 0.01% 0.01% 897 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,330 454 0.12% 0.12% 898 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 1,315 452 0.09% 0.09% 899 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 1,310 450 0.02% 0.02% 900 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 1,307 449 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 05, 2026
WealthShield Partners, LLC History No change 1,295 445 0.07% 0.07% 902 0 0.0% Q2 2026 Aug 12, 2026
SteelPeak Wealth, LLC History No change 1,293 444 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 13, 2026
Fiduciary Group, LLC History No change 1,290 443 0.03% 0.03% 904 0 0.0% Q2 2026 Aug 10, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 1,287 442 0.45% 0.45% 905 0 0.0% Q2 2026 Jul 31, 2026
Griffith & Werner, Inc. History No change 1,279 440 0.21% 0.21% 906 0 0.0% Q2 2026 Jul 29, 2026
Peterson Wealth Advisors, LLC History No change 1,276 438 0.05% 0.05% 907 0 0.0% Q2 2026 Aug 10, 2026
Piscataqua Savings Bank History No change 1,267 435 0.29% 0.29% 908 0 0.0% Q2 2026 Jul 09, 2026
Bluespring Wealth Management, LLC History No change 1,264 434 0.01% 0.01% 909 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 1,256 431 0.02% 0.02% 910 0 0.0% Q2 2026 Aug 04, 2026
KFA Private Wealth Group, LLC History Reduced 1,221 429 0.1% 0.12% 913 -192 -13.59% Q3 2026 Oct 07, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 1,250 429 0.04% 0.04% 911 0 0.0% Q2 2026 Jul 28, 2026
Oxbow Advisors, LLC History No change 1,249 429 0.03% 0.03% 912 0 0.0% Q2 2026 Aug 07, 2026
Factor Wealth Management LTD History No change 1,250 429 0.06% 0.06% 914 0 0.0% Q2 2026 Jul 07, 2026
Crescent Grove Advisors, LLC History No change 1,246 428 0.04% 0.04% 915 0 0.0% Q2 2026 Aug 10, 2026
Global Wealth Strategies & Associates History New 1,209 425 0.08% — 917 +1,209 New Q3 2026 Oct 01, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,209 425 0.01% 0.01% 916 +47 4.04% Q3 2026 Oct 05, 2026
StoneX Group Inc. History No change 1,233 424 0.02% 0.02% 918 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 1,234 424 0.06% 0.06% 919 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 1,230 422 0.01% 0.01% 920 0 0.0% Q2 2026 Jul 17, 2026
BridgePort Financial Solutions, LLC History No change 1,226 421 0.11% 0.11% 921 0 0.0% Q2 2026 Jul 24, 2026
Courage Miller Partners, LLC History No change 1,219 419 0.11% 0.11% 922 0 0.0% Q2 2026 Jul 23, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,220 418 0.05% 0.05% 923 0 0.0% Q2 2026 Jul 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,211 416 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 07, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,201 413 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 13, 2026
SkyOak Wealth, LLC History No change 1,203 413 0.07% 0.07% 926 0 0.0% Q2 2026 Jul 30, 2026
Ironsides Asset Advisors, LLC History No change 1,200 412 0.1% 0.1% 927 0 0.0% Q2 2026 Aug 12, 2026
Newton One Investments LLC History No change 1,199 412 0.1% 0.1% 928 0 0.0% Q2 2026 Jul 22, 2026
Crescent Sterling, Ltd. History No change 1,200 412 0.37% 0.37% 929 0 0.0% Q2 2026 Jul 07, 2026
Creekside Partners History No change 1,200 412 0.15% 0.15% 930 0 0.0% Q2 2026 Jul 30, 2026
Harvest Investment Services, LLC History No change 1,192 409 0.06% 0.06% 931 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Planning, Inc. History No change 1,192 409 0.09% 0.09% 932 0 0.0% Q2 2026 Jul 10, 2026
Trevian Wealth Management LLC History No change 1,190 409 0.17% 0.17% 933 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Management, Inc. History No change 1,184 407 0.06% 0.06% 934 0 0.0% Q2 2026 Jul 16, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 1,184 407 0.06% 0.06% 935 0 0.0% Q2 2026 Aug 07, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 1,186 407 0.15% 0.15% 936 0 0.0% Q2 2026 Aug 11, 2026
WNY Asset Management, LLC History No change 1,183 406 0.04% 0.04% 937 0 0.0% Q2 2026 Aug 17, 2026
CARRET ASSET MANAGEMENT, LLC History No change 1,179 405 0.04% 0.04% 938 0 0.0% Q2 2026 Aug 04, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 1,168 405 0.23% 0.23% 939 0 0.0% Q2 2026 Jul 24, 2026
One Wealth Advisors, LLC History No change 1,177 404 0.04% 0.04% 940 0 0.0% Q2 2026 Aug 06, 2026
Integrity Wealth Solutions LLC History No change 1,175 404 0.15% 0.15% 941 0 0.0% Q2 2026 Jul 30, 2026
FIRST MANHATTAN CO. LLC. History No change 1,164 400 0.0% 0.0% 942 0 0.0% Q2 2026 Aug 14, 2026
Goelzer Investment Management, Inc. History No change 1,162 399 0.02% 0.02% 943 0 0.0% Q2 2026 Jul 14, 2026
Ascent Group, LLC History No change 1,163 399 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 03, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 1,148 394 0.02% 0.02% 945 0 0.0% Q2 2026 Jul 29, 2026
Detalus Advisors, LLC History No change 1,145 393 0.08% 0.08% 946 0 0.0% Q2 2026 Jul 27, 2026
Valmark Advisers, Inc. History No change 1,141 392 0.0% 0.0% 947 0 0.0% Q2 2026 Aug 06, 2026
Revolve Wealth Partners, LLC History No change 1,139 391 0.04% 0.04% 948 0 0.0% Q2 2026 Jul 09, 2026
Bouchey Financial Group, Ltd. History No change 1,136 390 0.03% 0.03% 949 0 0.0% Q2 2026 Jul 27, 2026
MainStreet Investment Advisors LLC History No change 1,135 390 0.05% 0.05% 950 0 0.0% Q2 2026 Aug 12, 2026
Wealth Dimensions Group, Ltd. History No change 1,135 390 0.07% 0.07% 951 0 0.0% Q2 2026 Jul 22, 2026
CENTAURUS FINANCIAL, INC. History No change 1,122 386 0.01% 0.01% 952 0 0.0% Q2 2026 Aug 17, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,125 386 0.02% 0.02% 953 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 1,123 386 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 1,125 386 0.28% 0.28% 955 0 0.0% Q2 2026 Jul 09, 2026
NorthCrest Asset Manangement, LLC History No change 1,113 385 0.01% 0.01% 956 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Asset Management, LLC History No change 1,112 382 0.04% 0.04% 957 0 0.0% Q2 2026 Aug 11, 2026
REGIONS FINANCIAL CORP History No change 1,108 381 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 10, 2026
Innovative Wealth Building LLC History No change 1,108 381 0.22% 0.22% 959 0 0.0% Q2 2026 Jul 23, 2026
Gambit Capital Management, LLC History No change 1,109 381 0.22% 0.22% 960 0 0.0% Q2 2026 Aug 11, 2026
MY Wealth Management Inc. History No change 1,102 378 0.27% 0.27% 961 0 0.0% Q2 2026 Aug 07, 2026
Confluence Wealth Services, Inc. History No change 1,101 378 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 22, 2026
Altiora Financial Group, LLC History No change 1,100 378 0.06% 0.06% 963 0 0.0% Q2 2026 Aug 07, 2026
Meridian Financial Advisors, LLC History No change 1,100 378 0.18% 0.18% 964 0 0.0% Q2 2026 Jul 22, 2026
Triumph Capital Management History No change 1,095 376 0.07% 0.07% 965 0 0.0% Q2 2026 Jul 20, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,093 375 0.03% 0.03% 966 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 1,090 374 0.02% 0.02% 967 0 0.0% Q2 2026 Jul 23, 2026
SK Wealth Management, LLC History No change 1,048 373 0.08% 0.08% 968 0 0.0% Q2 2026 Aug 11, 2026
BLVD Private Wealth, LLC History No change 1,085 373 0.28% 0.28% 969 0 0.0% Q2 2026 Jul 23, 2026
Polaris Financial Partners History New 1,050 372 0.17% — 971 +1,050 New Q3 2026 Oct 02, 2026
BKM Wealth Management, LLC History No change 1,082 372 0.13% 0.13% 970 0 0.0% Q2 2026 Jul 29, 2026
STOCK YARDS BANK & TRUST CO History No change 1,080 371 0.01% 0.01% 972 0 0.0% Q2 2026 Aug 19, 2026
Town Capital LLC History No change 1,079 371 0.24% 0.24% 973 0 0.0% Q2 2026 Jul 27, 2026
Signal Advisors Wealth, LLC History No change 1,081 371 0.02% 0.02% 974 0 0.0% Q2 2026 Aug 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 1,076 370 0.02% 0.02% 975 0 0.0% Q2 2026 Jul 20, 2026
HighMark Wealth Management LLC History No change 1,072 368 0.12% 0.12% 976 0 0.0% Q2 2026 Aug 12, 2026
BlueChip Wealth Advisors LLC History No change 1,072 368 0.14% 0.14% 977 0 0.0% Q2 2026 Jul 30, 2026
Allodium Investment Consultants, LLC History No change 1,071 368 0.16% 0.16% 978 0 0.0% Q2 2026 Jul 14, 2026
Curi Capital, LLC History No change 1,065 366 0.01% 0.01% 979 0 0.0% Q2 2026 Aug 14, 2026
Allred Capital Management, LLC History No change 1,063 365 0.12% 0.12% 980 0 0.0% Q2 2026 Aug 12, 2026
Elm Partners Management LLC History No change 1,060 364 0.01% 0.01% 981 0 0.0% Q2 2026 Oct 07, 2026
William Howard & Co Financial Advisors Inc History No change 1,057 363 0.28% 0.28% 982 0 0.0% Q2 2026 Jul 09, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 1,050 361 0.03% 0.03% 983 0 0.0% Q2 2026 Jul 09, 2026
Blue Trust, Inc. History No change 1,051 361 0.0% 0.0% 984 0 0.0% Q2 2026 Jul 21, 2026
Guild Investment Management, Inc. History No change 1,044 359 0.25% 0.25% 985 0 0.0% Q2 2026 Jul 28, 2026
TCP Asset Management, LLC History No change 1,045 359 0.04% 0.04% 986 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,039 357 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 31, 2026
Disciplined Investments, LLC History No change 1,033 355 0.11% 0.11% 988 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 1,031 354 0.02% 0.02% 989 0 0.0% Q2 2026 Jul 16, 2026
Next Level Private LLC History No change 1,031 354 0.07% 0.07% 990 0 0.0% Q2 2026 Jul 09, 2026
Prospect Financial Group LLC History No change 1,029 354 0.29% 0.29% 991 0 0.0% Q2 2026 Aug 06, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 1,026 353 0.01% 0.01% 992 0 0.0% Q2 2026 Aug 04, 2026
Calamos Wealth Management LLC History No change 1,024 352 0.01% 0.01% 993 0 0.0% Q2 2026 Jul 31, 2026
Private Advisory Group LLC History No change 1,022 351 0.02% 0.02% 994 0 0.0% Q2 2026 Aug 06, 2026
Aerodigm Wealth, LLC History No change 1,019 350 0.12% 0.12% 995 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Solutions Inc. History No change 1,015 349 0.13% 0.13% 996 0 0.0% Q2 2026 Jul 13, 2026
FreeGulliver LLC History No change 1,014 348 0.12% 0.12% 997 0 0.0% Q2 2026 Aug 11, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 1,011 347 0.11% 0.11% 998 0 0.0% Q2 2026 Jul 22, 2026
Financial Synergies Wealth Advisors, Inc. History No change 1,010 347 0.03% 0.03% 999 0 0.0% Q2 2026 Jul 17, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 1,005 345 0.04% 0.04% 1000 0 0.0% Q2 2026 Aug 04, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,006 345 0.07% 0.07% 1001 0 0.0% Q2 2026 Jul 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,005 345 0.06% 0.06% 1002 0 0.0% Q2 2026 Aug 10, 2026
Revisor Wealth Management LLC History No change 1,003 344 0.08% 0.08% 1003 0 0.0% Q2 2026 Jul 21, 2026
CMH Wealth Management LLC History No change 1,000 343 0.05% 0.05% 1004 0 0.0% Q2 2026 Jul 09, 2026
Buck Wealth Strategies, LLC History No change 997 343 0.04% 0.04% 1005 0 0.0% Q2 2026 Jul 30, 2026
Riverwater Partners LLC History No change 997 342 0.1% 0.1% 1006 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 983 338 0.01% 0.01% 1007 0 0.0% Q2 2026 Jul 07, 2026
Lynx Investment Advisory History No change 981 337 0.11% 0.11% 1008 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 975 335 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 10, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 943 331 0.07% 0.05% 1010 +174 22.63% Q3 2026 Oct 07, 2026
KEB ASSET MANAGEMENT, LLC History No change 964 331 0.05% 0.05% 1011 0 0.0% Q2 2026 Jul 14, 2026
Green Ridge Wealth Planning LLC History No change 960 330 0.14% 0.14% 1012 0 0.0% Q2 2026 Jul 08, 2026
Independent Wealth Network Inc. History No change 958 329 0.08% 0.08% 1013 0 0.0% Q2 2026 Jul 20, 2026
Elevated Financial Group LLC History No change 956 328 0.09% 0.09% 1014 0 0.0% Q2 2026 Jul 22, 2026
Nalls Sherbakoff Group, LLC History No change 953 327 0.23% 0.23% 1015 0 0.0% Q2 2026 Aug 17, 2026
TSA Wealth Managment LLC History No change 952 327 0.09% 0.09% 1016 0 0.0% Q2 2026 Aug 03, 2026
M3 Advisory Group, LLC History No change 947 325 0.17% 0.17% 1017 0 0.0% Q2 2026 Jul 24, 2026
Mallini Complete Financial Planning LLC History No change 925 325 0.23% 0.23% 1018 0 0.0% Q3 2026 Oct 06, 2026
Tradewinds Capital Management, LLC History No change 945 324 0.06% 0.06% 1019 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Financial Group History No change 943 324 0.24% 0.24% 1020 0 0.0% Q2 2026 Jul 27, 2026
Arbor Investment Advisors, LLC History No change 939 322 0.04% 0.04% 1021 0 0.0% Q2 2026 Jul 24, 2026
Valtinson Bruner Financial Planning LLC History No change 928 319 0.08% 0.08% 1022 0 0.0% Q2 2026 Aug 03, 2026
WEALTHSPAN PARTNERS, LLC History No change 926 318 0.1% 0.1% 1023 0 0.0% Q2 2026 Aug 06, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 923 317 0.15% 0.15% 1024 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 918 315 0.0% 0.0% 1025 0 0.0% Q2 2026 Aug 04, 2026
Asset Dedication, LLC History No change 914 314 0.02% 0.02% 1026 0 0.0% Q2 2026 Jul 30, 2026
Inscription Capital, LLC History No change 914 314 0.03% 0.03% 1027 0 0.0% Q2 2026 Aug 13, 2026
ArborFi Advisors, LLC History No change 914 314 0.23% 0.23% 1028 0 0.0% Q2 2026 Aug 06, 2026
Global Assets Advisory, LLC History No change 910 313 0.07% 0.07% 1029 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 909 312 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 872 312 0.02% 0.02% 1031 0 0.0% Q2 2026 Aug 14, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 908 312 0.07% 0.07% 1032 0 0.0% Q2 2026 Aug 10, 2026
Three Bridge Wealth Advisors, LLC History No change 907 311 0.08% 0.08% 1033 0 0.0% Q2 2026 Jul 27, 2026
Godfrey Financial Associates, Inc. History No change 906 311 0.24% 0.24% 1034 0 0.0% Q2 2026 Aug 11, 2026
Urban Financial Advisory Corp History No change 902 310 0.09% 0.09% 1035 0 0.0% Q2 2026 Aug 06, 2026
OpenArc Corporate Advisory, LLC History No change 903 310 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 05, 2026
Certified Advisory Corp History No change 899 309 0.02% 0.02% 1037 0 0.0% Q2 2026 Jul 16, 2026
Vestmark Advisory Solutions, Inc. History No change 896 308 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 898 308 0.01% 0.01% 1039 0 0.0% Q2 2026 Aug 12, 2026
Maia Wealth LLC History No change 898 308 0.05% 0.05% 1040 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 896 308 0.02% 0.02% 1041 0 0.0% Q2 2026 Jul 14, 2026
Successful Portfolios LLC History No change 885 307 0.14% 0.14% 1042 0 0.0% Q2 2026 Jul 14, 2026
Briaud Financial Planning Inc History No change 894 307 0.08% 0.08% 1043 0 0.0% Q2 2026 Jul 30, 2026
Connecticut Wealth Management, LLC History No change 891 306 0.01% 0.01% 1044 0 0.0% Q2 2026 Jul 29, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 889 305 0.02% 0.02% 1045 0 0.0% Q2 2026 Aug 03, 2026
25 LLC History No change 887 305 0.08% 0.08% 1046 0 0.0% Q2 2026 Jul 28, 2026
WELCH & FORBES LLC History No change 884 304 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 30, 2026
Cooper Financial Group History Reduced 860 302 0.02% 0.02% 1048 -4 -0.46% Q3 2026 Oct 07, 2026
GREAT LAKES ADVISORS, LLC History No change 877 301 0.0% 0.0% 1049 0 0.0% Q2 2026 Aug 10, 2026
Western Pacific Wealth Management, LP History No change 875 301 0.27% 0.27% 1050 0 0.0% Q2 2026 Aug 07, 2026
TL Private Wealth History No change 866 298 0.11% 0.11% 1051 0 0.0% Q2 2026 Jul 08, 2026
Horst & Graben Wealth Management LLC History No change 870 298 0.04% 0.04% 1052 0 0.0% Q2 2026 Jul 22, 2026
Impact Partnership Wealth, LLC History No change 869 298 0.03% 0.03% 1053 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History No change 869 298 0.03% 0.03% 1054 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 866 297 0.01% 0.01% 1055 0 0.0% Q2 2026 Jul 22, 2026
Cladis Investment Advisory, LLC History No change 865 297 0.14% 0.14% 1056 0 0.0% Q2 2026 Aug 13, 2026
SACHEM HILL LLC History No change 866 297 0.05% 0.05% 1057 0 0.0% Q2 2026 Aug 10, 2026
Williams Jones Wealth Management, LLC. History No change 863 296 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 05, 2026
Haven Private, LLC History No change 858 295 0.11% 0.11% 1059 0 0.0% Q2 2026 Jul 28, 2026
URS Advisory LLC History No change 860 295 0.16% 0.16% 1060 0 0.0% Q2 2026 Jul 27, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 857 294 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 855 294 0.02% 0.02% 1062 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 853 293 0.02% 0.02% 1063 0 0.0% Q2 2026 Jul 29, 2026
Fearless Solutions, LLC dba Best Invest History No change 853 293 0.15% 0.15% 1064 0 0.0% Q2 2026 Jul 21, 2026
Compass Planning Associates Inc History No change 851 292 0.16% 0.16% 1065 0 0.0% Q2 2026 Jul 27, 2026
Thayer Financial, L.L.C. History No change 850 292 0.27% 0.27% 1066 0 0.0% Q2 2026 Jul 08, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 849 291 0.14% 0.14% 1067 0 0.0% Q2 2026 Aug 13, 2026
CFO4Life Group, LLC History No change 845 290 0.04% 0.04% 1068 0 0.0% Q2 2026 Aug 12, 2026
UNIVEST FINANCIAL Corp History No change 843 289 0.01% 0.01% 1069 0 0.0% Q2 2026 Aug 07, 2026
SilverOak Wealth Management LLC History No change 842 289 0.04% 0.04% 1070 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 839 288 0.01% 0.01% 1071 0 0.0% Q2 2026 Jul 15, 2026
Bogart Wealth, LLC History No change 837 287 0.01% 0.01% 1072 0 0.0% Q2 2026 Jul 24, 2026
Francis Financial, Inc. History No change 836 287 0.05% 0.05% 1073 0 0.0% Q2 2026 Aug 10, 2026
Sonoma Private Wealth LLC History No change 835 287 0.31% 0.31% 1074 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 835 287 0.03% 0.03% 1075 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 834 286 0.11% 0.11% 1076 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 834 286 0.05% 0.05% 1077 0 0.0% Q2 2026 Jul 31, 2026
Strategies Wealth Advisors, LLC History No change 832 286 0.03% 0.03% 1078 0 0.0% Q2 2026 Aug 14, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 832 285 0.01% 0.01% 1079 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 831 285 0.01% 0.01% 1080 0 0.0% Q2 2026 Jul 28, 2026
COWA, LLC History No change 829 285 0.07% 0.07% 1081 0 0.0% Q2 2026 Aug 05, 2026
Royal Capital Wealth Management, LLC History No change 830 285 0.16% 0.16% 1082 0 0.0% Q2 2026 Aug 14, 2026
Timbuktu Capital Management, LLC History No change 830 285 0.43% 0.43% 1083 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 824 283 0.01% 0.01% 1084 0 0.0% Q2 2026 Jul 24, 2026
Indie Asset Partners, LLC History No change 824 283 0.27% 0.27% 1085 0 0.0% Q2 2026 Aug 07, 2026
Schneider Downs Wealth Management Advisors, LP History No change 821 282 0.03% 0.03% 1086 0 0.0% Q2 2026 Aug 05, 2026
CNB Bank History No change 820 282 0.11% 0.11% 1087 0 0.0% Q2 2026 Aug 06, 2026
Summit Global Investments History No change 817 281 0.02% 0.02% 1088 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History No change 817 281 0.01% 0.01% 1089 0 0.0% Q2 2026 Aug 06, 2026
Roxbury Financial LLC History Reduced 796 280 0.21% 0.23% 1092 -59 -6.9% Q3 2026 Oct 01, 2026
MAIRS & POWER INC History No change 817 280 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 822 280 0.01% 0.01% 1091 0 0.0% Q2 2026 Aug 12, 2026
Schaeffer Financial LLC History No change 814 279 0.22% 0.22% 1093 0 0.0% Q2 2026 Aug 03, 2026
Bison Wealth, LLC History No change 806 278 0.03% 0.03% 1094 0 0.0% Q2 2026 Jul 07, 2026
Fielder Capital Group LLC History No change 811 278 0.06% 0.06% 1095 0 0.0% Q2 2026 Aug 06, 2026
GC Wealth Management RIA, LLC History No change 810 278 0.02% 0.02% 1096 0 0.0% Q2 2026 Jul 16, 2026
IFP Advisors, Inc History No change 806 277 0.01% 0.01% 1097 0 0.0% Q2 2026 Jul 20, 2026
HOWE & RUSLING INC History No change 805 276 0.02% 0.02% 1098 0 0.0% Q2 2026 Aug 10, 2026
MBA Advisors LLC History No change 805 276 0.09% 0.09% 1099 0 0.0% Q2 2026 Jul 28, 2026
Verum Partners LLC History No change 805 276 0.04% 0.04% 1100 0 0.0% Q2 2026 Jul 22, 2026
Hopwood Financial Services, Inc. History No change 805 276 0.16% 0.16% 1101 0 0.0% Q2 2026 Jul 22, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 800 275 0.24% 0.24% 1102 0 0.0% Q2 2026 Aug 05, 2026
DUNCKER STREETT & CO INC History No change 794 273 0.05% 0.05% 1103 0 0.0% Q2 2026 Jul 28, 2026
UNITED BANK History No change 794 273 0.03% 0.03% 1104 0 0.0% Q2 2026 Jul 30, 2026
Tanager Wealth Management LLP History No change 795 273 0.02% 0.02% 1105 0 0.0% Q2 2026 Jul 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 789 271 0.0% 0.0% 1106 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 788 271 0.03% 0.03% 1107 0 0.0% Q2 2026 Aug 07, 2026
Canal Capital Management, LLC History No change 789 271 0.03% 0.03% 1108 0 0.0% Q2 2026 Jul 28, 2026
AAF Wealth Management, LLC History No change 789 271 0.1% 0.1% 1109 0 0.0% Q2 2026 Jul 17, 2026
Prosperity Consulting Group, LLC History No change 791 271 0.01% 0.01% 1110 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History No change 786 270 0.03% 0.03% 1111 0 0.0% Q2 2026 Jul 30, 2026
Heritage Investment Group, Inc. History No change 787 270 0.04% 0.04% 1112 0 0.0% Q2 2026 Jul 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 783 269 0.01% 0.01% 1113 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 784 269 0.01% 0.01% 1114 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 783 269 0.02% 0.02% 1115 0 0.0% Q2 2026 Jul 07, 2026
Integrity Advisory Solutions, LLC History No change 783 269 0.03% 0.03% 1116 0 0.0% Q2 2026 Jul 31, 2026
Argent Trust Co History No change 782 268 0.01% 0.01% 1117 0 0.0% Q2 2026 Aug 06, 2026
MYCIO WEALTH PARTNERS, LLC History No change 777 267 0.05% 0.05% 1118 0 0.0% Q2 2026 Aug 12, 2026
Covington Investment Advisors Inc. History No change 776 267 0.03% 0.03% 1119 0 0.0% Q2 2026 Aug 13, 2026
Goodman Advisory Group, LLC History No change 777 267 0.06% 0.06% 1120 0 0.0% Q2 2026 Aug 12, 2026
Main Street Group, LTD History No change 779 267 0.06% 0.06% 1121 0 0.0% Q2 2026 Jul 13, 2026
Busey Bank History No change 772 265 0.01% 0.01% 1122 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 772 265 0.01% 0.01% 1123 0 0.0% Q2 2026 Jul 22, 2026
Michels Family Financial, LLC History No change 768 264 0.17% 0.17% 1124 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 765 263 0.0% 0.0% 1125 0 0.0% Q2 2026 Jul 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 761 261 0.01% 0.01% 1126 0 0.0% Q2 2026 Jul 14, 2026
Triune Financial Partners, LLC History No change 761 261 0.05% 0.05% 1127 0 0.0% Q2 2026 Aug 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 758 260 0.02% 0.02% 1128 0 0.0% Q2 2026 Jul 28, 2026
McKinley Carter Wealth Services, Inc. History No change 757 260 0.01% 0.01% 1129 0 0.0% Q2 2026 Jul 28, 2026
Landmark Wealth Management, LLC History No change 756 260 0.06% 0.06% 1130 0 0.0% Q2 2026 Aug 10, 2026
Bryn Mawr Trust Advisors, LLC History No change 755 259 0.01% 0.01% 1131 0 0.0% Q2 2026 Aug 03, 2026
Klingman & Associates, LLC History No change 753 258 0.01% 0.01% 1132 0 0.0% Q2 2026 Jul 29, 2026
Z3 Capital Partners, LLC History No change 751 258 0.05% 0.05% 1133 0 0.0% Q2 2026 Jul 28, 2026
Narus Financial Partners, LLC History No change 750 257 0.07% 0.07% 1134 0 0.0% Q2 2026 Jul 31, 2026
Parisi Gray Wealth Management History No change 745 256 0.05% 0.05% 1135 0 0.0% Q2 2026 Jul 09, 2026
WADDELL & ASSOCIATES, LLC History No change 747 256 0.01% 0.01% 1136 0 0.0% Q2 2026 Jul 15, 2026
Bellwether Advisors, LLC History No change 745 256 0.04% 0.04% 1137 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 741 255 0.01% 0.01% 1138 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 744 255 0.0% 0.0% 1139 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 743 255 0.02% 0.02% 1140 0 0.0% Q2 2026 Jul 07, 2026
Diversified Portfolios, Inc. History No change 741 254 0.02% 0.02% 1141 0 0.0% Q2 2026 Aug 04, 2026
SENTINEL PENSION ADVISORS, LLC History No change 738 252 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 23, 2026
Midwest Professional Planners, LTD. History No change 730 251 0.05% 0.05% 1143 0 0.0% Q2 2026 Aug 05, 2026
Anson Capital, Inc. History No change 732 251 0.16% 0.16% 1144 0 0.0% Q2 2026 Jul 29, 2026
Everstar Asset Management, LLC History No change 730 251 0.12% 0.12% 1145 0 0.0% Q2 2026 Aug 03, 2026
Fort Sheridan Advisors LLC History No change 728 250 0.03% 0.03% 1146 0 0.0% Q2 2026 Aug 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 839 250 0.04% 0.04% 1147 0 0.0% Q2 2026 Aug 03, 2026
Investment Research Partners LLC History No change 727 250 0.08% 0.08% 1148 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 727 250 0.19% 0.19% 1149 0 0.0% Q2 2026 Jul 31, 2026
TTP Investments, Inc. History No change 724 249 0.1% 0.1% 1150 0 0.0% Q2 2026 Jul 14, 2026
ACT Advisors, LLC. History No change 724 249 0.08% 0.08% 1151 0 0.0% Q2 2026 Jul 22, 2026
Southern Financial Group, LLC History No change 725 249 0.06% 0.06% 1152 0 0.0% Q2 2026 Jul 24, 2026
SHAYNE & JACOBS, LLC History No change 724 248 0.07% 0.07% 1153 0 0.0% Q2 2026 Jul 07, 2026
Financial Advisors Network, Inc. History No change 720 247 0.03% 0.03% 1154 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 716 246 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 11, 2026
DecisionPoint Financial, LLC History No change 719 246 0.05% 0.05% 1156 0 0.0% Q2 2026 Aug 05, 2026
Sylvest Advisors, LLC History No change 710 244 0.11% 0.11% 1157 0 0.0% Q2 2026 Jul 22, 2026
Byrne Asset Management LLC History Reduced 687 242 0.14% 0.13% 1160 -7 -1.01% Q3 2026 Oct 06, 2026
FIDUCIARY TRUST CO History No change 706 242 0.0% 0.0% 1158 0 0.0% Q2 2026 Aug 13, 2026
Braun-Bostich & Associates Inc. History No change 704 242 0.14% 0.14% 1159 0 0.0% Q2 2026 Jul 24, 2026
Fonville Wealth Management LLC History No change 702 241 0.04% 0.04% 1161 0 0.0% Q2 2026 Jul 28, 2026
V2 Financial group LLC History No change 700 240 0.09% 0.09% 1162 0 0.0% Q2 2026 Aug 10, 2026
Carolina Wealth Management Inc History No change 700 240 0.11% 0.11% 1163 0 0.0% Q2 2026 Aug 11, 2026
Horizon Wealth Management, LLC History No change 695 239 0.03% 0.03% 1164 0 0.0% Q2 2026 Aug 06, 2026
Smith Partners Wealth Management, LLC History No change 694 238 0.19% 0.19% 1165 0 0.0% Q2 2026 Aug 10, 2026
Fragasso Financial Advisors Inc History No change 687 236 0.01% 0.01% 1166 0 0.0% Q2 2026 Jul 09, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 686 235 0.03% 0.03% 1167 0 0.0% Q2 2026 Jul 22, 2026
Beverly Hills Private Wealth, LLC History No change 683 234 0.04% 0.04% 1168 0 0.0% Q2 2026 Aug 06, 2026
BNC WEALTH MANAGEMENT, LLC History No change 677 232 0.06% 0.06% 1169 0 0.0% Q2 2026 Jul 21, 2026
Peak Asset Management, LLC History No change 673 231 0.03% 0.03% 1170 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 674 231 0.02% 0.02% 1171 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 671 230 0.0% 0.0% 1172 0 0.0% Q2 2026 Aug 06, 2026
Clark Asset Management, LLC History No change 671 230 0.02% 0.02% 1173 0 0.0% Q2 2026 Jul 07, 2026
WealthPLAN Partners, LLC History No change 666 229 0.04% 0.04% 1174 0 0.0% Q2 2026 Jul 28, 2026
Everhart Financial Group, Inc. History No change 666 229 0.01% 0.01% 1175 0 0.0% Q2 2026 Jul 08, 2026
Solstein Capital, LLC History No change 665 228 0.08% 0.08% 1176 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 659 226 0.01% 0.01% 1177 0 0.0% Q2 2026 Jul 21, 2026
Acorn Wealth Advisors, LLC History No change 657 226 0.06% 0.06% 1178 0 0.0% Q2 2026 Jul 30, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 653 224 0.02% 0.02% 1179 0 0.0% Q2 2026 Jul 16, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 650 223 0.01% 0.01% 1180 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Advisory, LLC History No change 651 223 0.02% 0.02% 1181 0 0.0% Q2 2026 Jul 29, 2026
Sound Income Strategies, LLC History No change 649 223 0.01% 0.01% 1182 0 0.0% Q2 2026 Jul 20, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 647 222 0.01% 0.01% 1183 0 0.0% Q2 2026 Jul 27, 2026
Clayton Financial Group LLC History No change 648 222 0.12% 0.12% 1184 0 0.0% Q2 2026 Jul 20, 2026
PACIFIC SUN FINANCIAL CORP History No change 640 220 0.09% 0.09% 1185 0 0.0% Q2 2026 Aug 07, 2026
Capital International Investors History No change 646 220 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 12, 2026
Rubicon Advisors, GP History No change 639 219 0.16% 0.16% 1187 0 0.0% Q2 2026 Jul 29, 2026
Accurate Wealth Management, LLC History No change 629 218 0.02% 0.02% 1188 0 0.0% Q2 2026 Jul 14, 2026
Meredith Wealth Planning History No change 636 218 0.05% 0.05% 1189 0 0.0% Q2 2026 Jul 24, 2026
Empire Financial Management Company, LLC History No change 630 216 0.09% 0.09% 1190 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 630 216 0.11% 0.11% 1191 0 0.0% Q2 2026 Jul 30, 2026
Kingsman Wealth Management, Inc. History No change 630 216 0.1% 0.1% 1192 0 0.0% Q2 2026 Jul 22, 2026
Whitegate Investment Counselors, Inc. History No change 627 215 0.06% 0.06% 1193 0 0.0% Q2 2026 Aug 10, 2026
ASSOCIATED BANC-CORP History No change 625 214 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 31, 2026
DHJJ Financial Advisors, Ltd. History No change 624 214 0.06% 0.06% 1195 0 0.0% Q2 2026 Jul 24, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 620 213 0.04% 0.04% 1196 0 0.0% Q2 2026 Aug 13, 2026
WEALTHGARDEN F.S. LLC History No change 621 213 0.12% 0.12% 1197 0 0.0% Q2 2026 Jul 31, 2026
River Wealth Advisors LLC History No change 618 212 0.02% 0.02% 1198 0 0.0% Q2 2026 Aug 04, 2026
SpringVest Wealth Management LLC History No change 616 211 0.13% 0.13% 1199 0 0.0% Q2 2026 Jul 22, 2026
Marquette Asset Management, LLC History No change 612 210 0.03% 0.03% 1200 0 0.0% Q2 2026 Jul 09, 2026
F/m Investments LLC History No change 611 210 0.01% 0.01% 1201 0 0.0% Q2 2026 Aug 05, 2026
Three Magnolias Financial Advisors, LLC History No change 610 209 0.12% 0.12% 1202 0 0.0% Q2 2026 Jul 31, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 603 207 0.02% 0.02% 1203 0 0.0% Q2 2026 Jul 23, 2026
RiverFront Investment Group, LLC History No change 601 206 0.0% 0.0% 1204 0 0.0% Q2 2026 Jul 29, 2026
Millennium Capital Advisors, LLC History No change 600 206 0.11% 0.11% 1205 0 0.0% Q2 2026 Jul 28, 2026
DUTCH ASSET Corp History No change 600 206 0.1% 0.1% 1206 0 0.0% Q2 2026 Aug 10, 2026
Orca Investment Management, LLC History No change 598 205 0.15% 0.15% 1207 0 0.0% Q2 2026 Aug 06, 2026
Sound Stewardship, LLC History No change 597 205 0.08% 0.08% 1208 0 0.0% Q2 2026 Jul 13, 2026
Paragon Capital Management LLC History No change 595 204 0.09% 0.09% 1209 0 0.0% Q2 2026 Aug 05, 2026
Kestra Investment Management, LLC History No change 591 203 0.0% 0.0% 1210 0 0.0% Q2 2026 Aug 05, 2026
Ellevest, Inc. History No change 692 202 0.02% 0.02% 1211 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Advisory LLC History No change 588 202 0.04% 0.04% 1212 0 0.0% Q2 2026 Aug 05, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 585 201 0.01% 0.01% 1213 0 0.0% Q2 2026 Jul 08, 2026
TRUE Private Wealth Advisors History No change 583 200 0.02% 0.02% 1214 0 0.0% Q2 2026 Jul 23, 2026
WARNER FINANCIAL, INC History No change 583 200 0.06% 0.06% 1215 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 578 198 0.05% 0.05% 1216 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 556 197 0.06% 0.06% 1217 0 0.0% Q2 2026 Aug 13, 2026
Sankala Group LLC History No change 556 196 0.13% 0.13% 1218 0 0.0% Q2 2026 Aug 18, 2026
Strategic Investment Solutions, Inc. /IL History No change 570 195 0.04% 0.04% 1219 0 0.0% Q2 2026 Jul 08, 2026
Quantum Portfolio Management LLC History No change 547 188 0.07% 0.07% 1220 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 547 188 0.15% 0.15% 1221 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 535 183 0.02% 0.02% 1222 0 0.0% Q2 2026 Aug 07, 2026
TOMPKINS FINANCIAL CORP History New 517 181 0.01% — 1224 +517 New Q3 2026 Oct 05, 2026
Dunhill Financial, LLC History No change 528 181 0.04% 0.04% 1223 0 0.0% Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History No change 526 180 0.01% 0.01% 1225 0 0.0% Q2 2026 Jul 08, 2026
Federation des caisses Desjardins du Quebec History No change 518 178 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Advisors LLC History No change 562 176 0.15% 0.15% 1227 0 0.0% Q2 2026 Aug 07, 2026
MOTCO History No change 507 174 0.01% 0.01% 1228 0 0.0% Q2 2026 Jul 31, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 500 171 0.01% 0.01% 1229 0 0.0% Q2 2026 Jul 13, 2026
BALLAST ADVISORS LLC History No change 497 170 0.04% 0.04% 1230 0 0.0% Q2 2026 Aug 12, 2026
GoalVest Advisory LLC History Reduced 481 169 0.03% 0.03% 1231 -14 -2.83% Q3 2026 Oct 02, 2026
Grove Bank & Trust History No change 489 168 0.02% 0.02% 1232 0 0.0% Q2 2026 Jul 07, 2026
Provenance Wealth Advisors, LLC History No change 490 168 0.02% 0.02% 1233 0 0.0% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 474 168 0.02% 0.02% 1234 0 0.0% Q2 2026 Aug 12, 2026
Bernard Wealth Management Corp. History No change 483 166 0.06% 0.06% 1235 0 0.0% Q2 2026 Aug 21, 2026
Capital Investment Advisory Services, LLC History No change 473 162 0.01% 0.01% 1236 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Co / SC History No change 472 162 0.02% 0.02% 1237 0 0.0% Q2 2026 Aug 11, 2026
Rossmore Private Capital History No change 464 159 0.01% 0.01% 1238 0 0.0% Q2 2026 Jul 31, 2026
United Financial Planning Group LLC History No change 461 158 0.08% 0.08% 1239 0 0.0% Q2 2026 Aug 06, 2026
ATWOOD & PALMER INC History No change 448 154 0.01% 0.01% 1240 0 0.0% Q2 2026 Jul 08, 2026
JPL Wealth Management, LLC History No change 440 151 0.03% 0.03% 1241 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 437 150 0.04% 0.04% 1242 0 0.0% Q2 2026 Aug 07, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 427 146 0.01% 0.01% 1243 0 0.0% Q2 2026 Jul 21, 2026
Ancora Advisors LLC History No change 422 145 0.0% 0.0% 1244 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 418 143 0.02% 0.02% 1245 0 0.0% Q2 2026 Jul 20, 2026
Caldwell Trust Co History No change 406 139 0.01% 0.01% 1246 0 0.0% Q2 2026 Aug 03, 2026
Midway Capital Research & Management History No change 400 137 0.11% 0.11% 1247 0 0.0% Q2 2026 Jul 13, 2026
KERR FINANCIAL PLANNING Corp History No change 397 136 0.15% 0.15% 1248 0 0.0% Q2 2026 Jul 02, 2026
Hills Bank & Trust Co History No change 395 135 0.01% 0.01% 1249 0 0.0% Q2 2026 Aug 10, 2026
Keating Financial Advisory Services, Inc. History No change 390 134 0.02% 0.02% 1250 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 376 129 0.0% 0.0% 1251 0 0.0% Q2 2026 Jul 20, 2026
Turtle Creek Wealth Advisors, LLC History No change 375 128 0.01% 0.01% 1252 0 0.0% Q2 2026 Jul 27, 2026
DT Investment Partners, LLC History No change 369 126 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 27, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 367 126 0.02% 0.02% 1254 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Management LLC History No change 365 125 0.1% 0.1% 1255 0 0.0% Q2 2026 Aug 28, 2026
Dorato Capital Management History No change 353 122 0.08% 0.08% 1256 0 0.0% Q2 2026 Jul 13, 2026
Pillar Financial Advisors, LLC History No change 353 121 0.06% 0.06% 1257 0 0.0% Q2 2026 Jul 24, 2026
Phillip James Consulting Co. History No change 349 120 0.08% 0.08% 1258 0 0.0% Q2 2026 Jul 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 348 119 0.01% 0.01% 1259 0 0.0% Q2 2026 Aug 10, 2026
Intelligent Financial Strategies History No change 346 118 0.06% 0.06% 1260 0 0.0% Q2 2026 Jul 23, 2026
Coastline Trust Co History Reduced 334 117 0.01% 0.08% 1261 -2,394 -87.76% Q3 2026 Oct 01, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 341 117 0.04% 0.04% 1262 0 0.0% Q2 2026 Jul 17, 2026
Twin Lakes Capital Management, LLC History No change 336 115 0.04% 0.04% 1263 0 0.0% Q2 2026 Aug 17, 2026
Integrity Financial Corp /WA History No change 334 114 0.05% 0.05% 1264 0 0.0% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History No change 331 113 0.04% 0.04% 1265 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 325 111 0.07% 0.07% 1266 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 315 108 0.0% 0.0% 1267 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 311 106 0.04% 0.04% 1268 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 307 105 0.0% 0.0% 1269 0 0.0% Q2 2026 Aug 13, 2026
Timmons Wealth Management, LLC History No change 300 103 0.08% 0.08% 1270 0 0.0% Q2 2026 Aug 07, 2026
Colony Family Offices, LLC History No change 299 102 0.02% 0.02% 1271 0 0.0% Q2 2026 Jul 20, 2026
COUNTRY TRUST BANK History No change 296 101 0.0% 0.0% 1272 0 0.0% Q2 2026 Jul 15, 2026
Bare Financial Services, Inc History No change 286 98 0.02% 0.02% 1273 0 0.0% Q2 2026 Jul 27, 2026
Birchwood Financial Partners, Inc. History No change 277 95 0.08% 0.08% 1274 0 0.0% Q2 2026 Aug 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 275 94 0.0% 0.0% 1275 0 0.0% Q2 2026 Aug 13, 2026
PETERSON WEALTH MANAGEMENT History No change 276 94 0.04% 0.04% 1276 0 0.0% Q2 2026 Jul 30, 2026
Reyes Financial Architecture, Inc. History No change 272 93 0.05% 0.05% 1277 0 0.0% Q2 2026 Jul 16, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 267 91 0.01% 0.01% 1278 0 0.0% Q2 2026 Aug 05, 2026
First Pacific Financial History No change 266 91 0.01% 0.01% 1279 0 0.0% Q2 2026 Jul 20, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 250 87 0.01% — 1280 +250 New Q3 2026 Oct 07, 2026
Perkins Coie Trust Co History No change 250 85 0.01% 0.01% 1281 0 0.0% Q2 2026 Jul 09, 2026
Granite FO LLC History No change 243 83 0.04% 0.04% 1282 0 0.0% Q2 2026 Jul 15, 2026
JDM Financial Group LLC History No change 241 82 0.03% 0.03% 1283 0 0.0% Q2 2026 Aug 17, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 238 81 0.02% 0.02% 1284 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Investment Partners, Inc. History No change 235 80 0.0% 0.0% 1285 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 230 79 0.01% 0.01% 1286 0 0.0% Q2 2026 Jul 20, 2026
Powell Investment Advisors, LLC History No change 228 78 0.02% 0.02% 1287 0 0.0% Q2 2026 Jul 28, 2026
Rice Partnership, LLC History No change 223 76 0.01% 0.01% 1288 0 0.0% Q2 2026 Jul 29, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 220 75 0.02% 0.02% 1289 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 217 74 0.01% 0.01% 1290 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 217 74 0.01% 0.01% 1291 0 0.0% Q2 2026 Aug 07, 2026
Financial Management Professionals, Inc. History No change 209 71 0.01% 0.01% 1292 0 0.0% Q2 2026 Jul 09, 2026
one8zero8, LLC History No change 200 68 0.01% 0.01% 1293 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 194 66 0.0% 0.0% 1294 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 189 64 0.0% 0.0% 1295 0 0.0% Q2 2026 Aug 04, 2026
Princeton Global Asset Management LLC History No change 183 62 0.01% 0.01% 1296 0 0.0% Q2 2026 Jul 16, 2026
Orion Capital Management LLC History No change 182 62 0.02% 0.02% 1297 0 0.0% Q2 2026 Aug 17, 2026
Comprehensive Financial Planning, Inc./PA History No change 181 62 0.03% 0.03% 1298 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 176 60 0.0% 0.0% 1299 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 170 58 0.0% 0.0% 1300 0 0.0% Q2 2026 Jul 28, 2026
Principia Wealth Advisory, LLC History No change 166 57 0.03% 0.03% 1301 0 0.0% Q2 2026 Aug 26, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 164 56 0.01% 0.01% 1302 0 0.0% Q2 2026 Jul 13, 2026
Strive Financial Group ,LLC History No change 164 56 0.02% 0.02% 1303 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 160 55 0.0% 0.0% 1304 0 0.0% Q2 2026 Aug 14, 2026
Millstone Evans Group, LLC History No change 160 55 0.03% 0.03% 1305 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History No change 146 50 0.01% 0.01% 1306 0 0.0% Q2 2026 Jul 16, 2026
HOERTKORN RICHARD CHARLES History No change 145 49 0.03% 0.03% 1307 0 0.0% Q2 2026 Jul 23, 2026
Security National Bank History No change 144 49 0.01% 0.01% 1308 0 0.0% Q2 2026 Jul 15, 2026
Field & Main Bank History No change 138 47 0.01% 0.01% 1309 0 0.0% Q2 2026 Aug 19, 2026
Wiser Advisor Group LLC History No change 139 47 0.05% 0.05% 1310 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION WEALTH PARTNERS, LLC History New 131 46 0.01% — 1312 +131 New Q3 2026 Oct 07, 2026
Ascentis Wealth Management, LLC History No change 135 46 0.01% 0.01% 1311 0 0.0% Q2 2026 Jul 30, 2026
GHP Investment Advisors, Inc. History No change 133 45 0.0% 0.0% 1313 0 0.0% Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 125 43 0.0% 0.0% 1314 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 118 40 0.0% 0.0% 1315 0 0.0% Q2 2026 Jul 22, 2026
VIMA LLC History No change 116 39 0.04% 0.04% 1316 0 0.0% Q2 2026 Jul 24, 2026
Westside Investment Management, Inc. History No change 108 37 0.0% 0.0% 1317 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 110 37 0.01% 0.01% 1318 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 110 37 0.01% 0.01% 1319 0 0.0% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 103 35 0.08% 0.08% 1320 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 100 34 0.0% 0.0% 1321 0 0.0% Q2 2026 Sep 15, 2026
Tripletail Wealth Management, LLC History No change 100 34 0.04% 0.04% 1322 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 98 33 0.0% 0.0% 1323 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 92 31 0.0% 0.0% 1324 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 93 31 0.01% 0.01% 1325 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 88 30 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 22, 2026
Rosenberg Matthew Hamilton History No change 80 28 0.01% 0.01% 1327 0 0.0% Q3 2026 Oct 05, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 82 28 0.01% 0.01% 1328 0 0.0% Q2 2026 Aug 07, 2026
Robinswood Financial LLC History No change 81 28 0.01% 0.01% 1329 0 0.0% Q2 2026 Jul 14, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 79 27 0.01% 0.01% 1330 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 79 27 0.0% 0.0% 1331 0 0.0% Q2 2026 Jul 28, 2026
Hurley Capital, LLC History No change 79 27 0.01% 0.01% 1332 0 0.0% Q2 2026 Aug 10, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 75 25 0.02% 0.02% 1333 0 0.0% Q2 2026 Jul 24, 2026
Basecamp Wealth Advisors LLC History No change 75 25 0.0% 0.0% 1334 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 71 24 0.01% 0.01% 1335 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 69 23 0.0% 0.0% 1336 0 0.0% Q2 2026 Jul 29, 2026
LifeSteps Financial, Inc. History No change 67 23 0.01% 0.01% 1337 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Private Wealth, LLC History No change 64 22 0.01% 0.01% 1338 0 0.0% Q2 2026 Aug 11, 2026
Topsail Wealth Management, LLC History No change 62 21 0.0% 0.0% 1339 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 59 20 0.0% 0.0% 1340 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 59 20 0.0% 0.0% 1341 0 0.0% Q2 2026 Aug 03, 2026
WOLFF WIESE MAGANA LLC History No change 59 20 0.01% 0.01% 1342 0 0.0% Q2 2026 Jul 13, 2026
Wilkerson Advisory Group LLC History No change 61 20 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 21, 2026
Key Capital Management, INC History No change 60 20 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 27, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 56 19 0.01% 0.01% 1345 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 54 18 0.01% 0.01% 1346 0 0.0% Q2 2026 Jul 24, 2026
Whipplewood Advisors, LLC History No change 53 18 0.01% 0.01% 1347 0 0.0% Q2 2026 Jul 27, 2026
SITTNER & NELSON, LLC History No change 51 17 0.01% 0.01% 1348 0 0.0% Q2 2026 Aug 07, 2026
Quent Capital, LLC History No change 51 17 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 52 17 0.0% 0.0% 1350 0 0.0% Q2 2026 Aug 04, 2026
Harborfront Financial Group LLC History No change 50 17 0.06% 0.06% 1351 0 0.0% Q2 2026 Aug 07, 2026
Financial Perspectives, Inc History No change 49 16 0.0% 0.0% 1352 0 0.0% Q2 2026 Jul 24, 2026
RMG Wealth Management LLC History No change 44 15 0.0% 0.0% 1353 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 44 15 0.01% 0.01% 1354 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 38 13 0.0% 0.0% 1355 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 36 12 0.0% 0.0% 1356 0 0.0% Q2 2026 Sep 04, 2026
BIRCHBROOK, INC. History No change 32 11 0.01% 0.01% 1357 0 0.0% Q2 2026 Jul 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 30 10 0.0% 0.0% 1358 0 0.0% Q2 2026 Jul 17, 2026
PFS Partners, LLC History No change 31 10 0.0% 0.0% 1359 0 0.0% Q2 2026 Jul 20, 2026
EPG Wealth Management LLC History No change 28 9 0.0% 0.0% 1360 0 0.0% Q2 2026 Jul 28, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 24 8 0.0% 0.0% 1361 0 0.0% Q2 2026 Jul 24, 2026
ASHTON THOMAS SECURITIES, LLC History No change 25 8 0.0% 0.0% 1362 0 0.0% Q2 2026 Jul 27, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 25 8 0.0% 0.0% 1363 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 25 8 0.0% 0.0% 1364 0 0.0% Q2 2026 Jul 20, 2026
Coston, McIsaac & Partners History No change 25 8 0.0% 0.0% 1365 0 0.0% Q2 2026 Aug 12, 2026
Signature Equity Partners, LLC History No change 25 8 0.0% 0.0% 1366 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 23 7 0.0% 0.0% 1367 0 0.0% Q2 2026 Aug 03, 2026
ARVEST INVESTMENTS, INC. History No change 20 6 0.0% 0.0% 1368 0 0.0% Q2 2026 Jul 17, 2026
Osbon Capital Management LLC History No change 18 6 0.0% 0.0% 1369 0 0.0% Q2 2026 Aug 13, 2026
ROGCO, LP History No change 20 6 0.0% 0.0% 1370 0 0.0% Q2 2026 Jul 30, 2026
Fourth Dimension Wealth, LLC History No change 20 6 0.0% 0.0% 1371 0 0.0% Q2 2026 Jul 31, 2026
VISION FINANCIAL MARKETS LLC History No change 17 5 0.0% 0.0% 1372 0 0.0% Q2 2026 Jul 24, 2026
Global Trust Asset Management, LLC History No change 15 5 0.0% 0.0% 1373 0 0.0% Q2 2026 Aug 03, 2026
TUCKER ASSET MANAGEMENT LLC History No change 17 5 0.0% 0.0% 1374 0 0.0% Q2 2026 Aug 27, 2026
Morling Financial Advisors, LLC History No change 15 5 0.0% 0.0% 1375 0 0.0% Q2 2026 Aug 06, 2026
Operose Advisors LLC History No change 17 5 0.0% 0.0% 1376 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History No change 16 5 0.0% 0.0% 1377 0 0.0% Q2 2026 Jul 24, 2026
Prudent Man Investment Management, Inc. History No change 17 5 0.0% 0.0% 1378 0 0.0% Q2 2026 Jul 28, 2026
Monetary Solutions, Ltd History No change 15 5 0.0% 0.0% 1379 0 0.0% Q2 2026 Jul 23, 2026
Planning Strategies Inc. History No change 14 4 0.0% 0.0% 1380 0 0.0% Q3 2026 Oct 02, 2026
West Branch Capital LLC History No change 9 3 0.0% 0.0% 1381 0 0.0% Q2 2026 Jul 10, 2026
Central Pacific Bank - Trust Division History No change 11 3 0.0% 0.0% 1382 0 0.0% Q3 2026 Oct 05, 2026
NVWM, LLC History No change 8 2 0.0% 0.0% 1383 0 0.0% Q2 2026 Jul 28, 2026
WestEnd Advisors, LLC History No change 4 1 0.0% 0.0% 1384 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 4 1 0.0% 0.0% 1385 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cape Investment Advisory, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026