VANGUARD INDEX FUNDS - VXF

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
MORGAN STANLEY History No change 4,498,051 1,107,465 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,451,442 1,095,989 0.26% 0.26% 2 0 0.0% Q2 2026 Sep 23, 2026
Wealthfront Advisers LLC History No change 3,450,306 849,499 1.63% 1.63% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 2,304,294 567,340 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,833,274 451,370 0.56% 0.56% 5 0 0.0% Q2 2026 Aug 19, 2026
FIFTH THIRD BANCORP History No change 1,403,188 345,478 0.56% 0.56% 6 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 1,356,739 334,042 1.14% 1.14% 7 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 1,321,393 325,340 0.56% 0.56% 8 0 0.0% Q2 2026 Jul 30, 2026
Creative Planning History No change 1,102,341 271,407 0.16% 0.16% 9 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 1,064,954 262,202 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,062,508 261,601 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 1,062,300 261,548 0.32% 0.32% 12 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 1,002,829 246,906 11.48% 11.48% 13 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 893,051 219,878 0.23% 0.23% 14 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 838,191 206,370 1.14% 1.14% 15 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 822,967 202,622 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 784,166 193,069 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 742,510 182,814 0.2% 0.2% 18 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 669,951 164,948 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History No change 645,027 158,812 13.86% 13.86% 20 0 0.0% Q2 2026 Jul 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 650,983 157,367 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 638,507 157,206 5.15% 5.15% 22 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 632,279 155,673 2.86% 2.86% 23 0 0.0% Q2 2026 Aug 04, 2026
NEPC LLC History No change 605,088 148,978 2.78% 2.78% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 580,333 142,924 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 550,893 135,635 2.63% 2.63% 26 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 514,903 126,774 2.03% 2.03% 27 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 444,813 109,517 0.25% 0.25% 28 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 386,289 95,157 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 371,031 91,351 0.92% 0.92% 30 0 0.0% Q2 2026 Aug 11, 2026
Van Cleef Asset Management,Inc History No change 340,880 83,928 8.56% 8.56% 31 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 335,664 82,643 0.13% 0.13% 32 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 353,403 72,730 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 289,189 71,201 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 278,371 68,537 0.08% 0.08% 35 0 0.0% Q2 2026 Aug 14, 2026
Tenon Financial LLC History No change 273,536 67,347 21.67% 21.67% 36 0 0.0% Q2 2026 Jul 24, 2026
CITIGROUP INC History No change 263,792 64,948 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 259,693 63,939 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 261,653 63,412 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 250,920 61,778 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 242,018 59,587 0.09% 0.09% 41 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 237,457 58,465 1.84% 1.84% 42 0 0.0% Q2 2026 Jul 30, 2026
Vanguard National Trust Co History No change 227,913 56,114 3.06% 3.06% 43 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 222,692 54,824 0.06% 0.06% 44 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 210,400 51,802 0.54% 0.54% 45 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 209,626 51,611 0.06% 0.06% 46 0 0.0% Q2 2026 Jul 29, 2026
James J. Burns & Company, LLC History No change 204,797 50,423 5.46% 5.46% 47 0 0.0% Q2 2026 Aug 06, 2026
HCR Wealth Advisors History No change 192,946 47,505 4.25% 4.25% 48 0 0.0% Q2 2026 Jul 13, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 204,800 47,437 13.95% 15.38% 49 -7,834 -3.68% Q3 2026 Oct 08, 2026
MAYPORT, LLC History No change 192,454 47,384 7.35% 7.35% 50 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 191,481 47,144 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 198,535 46,886 9.14% 9.14% 52 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 190,267 46,828 0.08% 0.08% 53 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 177,002 43,579 0.55% 0.55% 54 0 0.0% Q2 2026 Aug 13, 2026
LINCOLN NATIONAL CORP History No change 170,932 42,085 1.08% 1.08% 55 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 169,504 41,733 0.16% 0.16% 56 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 162,397 39,983 0.38% 0.38% 57 0 0.0% Q2 2026 Aug 06, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 167,703 38,845 3.21% 3.39% 58 +1,329 0.8% Q3 2026 Oct 06, 2026
Legacy Private Trust Co. History Reduced 161,577 37,426 2.05% 2.23% 59 -1,776 -1.09% Q3 2026 Oct 06, 2026
Valmark Advisers, Inc. History No change 148,811 36,638 0.39% 0.39% 60 0 0.0% Q2 2026 Aug 06, 2026
Voya Financial Advisors, Inc. History No change 145,505 35,528 3.13% 3.13% 61 0 0.0% Q2 2026 Aug 12, 2026
SlateStone Wealth, LLC History No change 142,041 34,972 2.68% 2.68% 62 0 0.0% Q2 2026 Jul 20, 2026
Firestone Capital Management History No change 141,095 34,738 6.47% 6.47% 63 0 0.0% Q2 2026 Jul 31, 2026
MATHER GROUP, LLC. History No change 140,012 34,472 0.3% 0.3% 64 0 0.0% Q2 2026 Jul 27, 2026
FC Advisory LLC History Added to 135,258 31,329 8.21% 8.75% 65 +1,016 0.76% Q3 2026 Oct 05, 2026
Investment Planning Advisors, Inc. History No change 125,832 30,981 7.17% 7.17% 66 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 123,918 30,509 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 07, 2026
New England Private Wealth Advisors LLC History No change 125,792 29,703 2.87% 2.87% 68 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 119,173 29,342 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Advisors / MI History No change 117,968 29,044 1.76% 1.76% 70 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 117,214 28,859 0.09% 0.09% 71 0 0.0% Q2 2026 Aug 12, 2026
BIP Wealth, LLC History No change 115,027 28,320 0.8% 0.8% 72 0 0.0% Q2 2026 Aug 03, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 121,883 28,231 7.56% 7.2% 73 +1,174 0.97% Q3 2026 Oct 09, 2026
FIRST HAWAIIAN BANK History No change 113,133 27,854 3.53% 3.53% 74 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 110,162 27,122 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 109,789 27,031 2.19% 2.19% 76 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 108,688 26,760 0.07% 0.07% 77 0 0.0% Q2 2026 Aug 07, 2026
Winthrop Advisory Group LLC History No change 105,228 25,908 1.74% 1.74% 78 0 0.0% Q2 2026 Jul 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 101,011 24,869 2.53% 2.53% 79 0 0.0% Q2 2026 Jul 28, 2026
FMR LLC History No change 99,176 24,418 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 98,879 24,344 1.44% 1.44% 81 0 0.0% Q2 2026 Aug 14, 2026
Fairway Wealth LLC History No change 94,675 23,308 5.33% 5.33% 82 0 0.0% Q2 2026 Jul 24, 2026
Prime Buchholz LLC History No change 93,644 23,056 8.31% 8.31% 83 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 88,767 21,855 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 85,655 21,089 0.1% 0.1% 85 0 0.0% Q2 2026 Jul 27, 2026
BOSTON FAMILY OFFICE LLC History No change 84,873 20,897 1.27% 1.27% 86 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 84,670 20,846 0.1% 0.1% 87 0 0.0% Q2 2026 Sep 23, 2026
N.E.W. Advisory Services LLC History No change 84,163 20,721 1.39% 1.39% 88 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 82,765 20,377 0.35% 0.35% 89 0 0.0% Q2 2026 Jul 21, 2026
SENTINEL PENSION ADVISORS, LLC History No change 84,498 20,125 2.64% 2.64% 90 0 0.0% Q2 2026 Jul 23, 2026
HighTower Advisors, LLC History No change 81,196 19,991 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 05, 2026
Summit Wealth Group, LLC History No change 80,902 19,918 4.06% 4.06% 92 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 77,004 18,959 0.82% 0.82% 93 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 76,289 18,783 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 75,777 18,657 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 75,730 18,645 0.22% 0.22% 96 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 75,162 18,471 0.01% 0.01% 97 0 0.0% Q2 2026 Sep 09, 2026
Applied Capital LLC History No change 74,370 18,310 5.9% 5.9% 98 0 0.0% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History No change 74,006 18,220 0.09% 0.09% 99 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 73,654 18,134 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 71,178 17,524 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
Affiance Financial, LLC History No change 70,004 17,235 2.48% 2.48% 102 0 0.0% Q2 2026 Jul 09, 2026
Beacon Pointe Advisors, LLC History No change 69,796 17,184 0.08% 0.08% 103 0 0.0% Q2 2026 Aug 18, 2026
Topsail Wealth Management, LLC History No change 68,890 16,961 2.17% 2.17% 104 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 69,131 16,880 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
Columbia River Financial Group, LLC History No change 67,708 16,670 8.95% 8.95% 106 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON SECURITIES CORP. History Added to 71,671 16,601 6.95% 7.38% 107 +1,859 2.66% Q3 2026 Oct 08, 2026
Asio Capital, LLC History No change 67,153 16,533 2.12% 2.12% 108 0 0.0% Q2 2026 Jul 17, 2026
Kestra Advisory Services, LLC History No change 65,927 16,231 0.05% 0.05% 109 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 63,741 15,693 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 06, 2026
West Financial Advisors, LLC History No change 63,648 15,670 2.38% 2.38% 111 0 0.0% Q2 2026 Jul 08, 2026
D.A. DAVIDSON & CO. History No change 62,751 15,449 0.09% 0.09% 112 0 0.0% Q2 2026 Jul 24, 2026
Great Diamond Partners, LLC History No change 61,720 15,196 2.61% 2.61% 113 0 0.0% Q2 2026 Jul 17, 2026
Savant Capital, LLC History No change 66,806 15,109 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 10, 2026
Segment Wealth Management, LLC History No change 61,166 15,059 0.78% 0.78% 115 0 0.0% Q2 2026 Jul 16, 2026
Ballentine Partners, LLC History No change 60,101 14,797 0.18% 0.18% 116 0 0.0% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History No change 59,905 14,749 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 27, 2026
Linscomb Wealth, Inc. History No change 58,031 14,287 0.62% 0.62% 118 0 0.0% Q2 2026 Jul 31, 2026
Mutual Advisors, LLC History No change 57,940 14,265 0.27% 0.27% 119 0 0.0% Q2 2026 Aug 14, 2026
Fort Vancouver Investment Management, LLC History No change 56,215 13,840 6.46% 6.46% 120 0 0.0% Q2 2026 Jul 29, 2026
PARK NATIONAL CORP /OH/ History Added to 57,132 13,233 0.36% 0.09% 121 +44,606 356.11% Q3 2026 Oct 05, 2026
Fiduciary Group, LLC History No change 53,748 13,233 1.04% 1.04% 122 0 0.0% Q2 2026 Aug 10, 2026
LANDMARK WEALTH MANAGEMENT, INC. History No change 53,497 13,171 4.36% 4.36% 123 0 0.0% Q2 2026 Aug 05, 2026
Bleakley Financial Group, LLC History No change 52,502 12,926 0.16% 0.16% 124 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 50,483 12,429 0.11% 0.11% 125 0 0.0% Q2 2026 Jul 27, 2026
Aurdan Capital Management, LLC History No change 49,422 12,168 3.09% 3.09% 126 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 49,337 12,147 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Prospera Capital Management, LLC History No change 49,210 12,045 3.77% 3.77% 128 0 0.0% Q2 2026 Jul 27, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 48,761 12,005 0.97% 0.97% 129 0 0.0% Q2 2026 Aug 07, 2026
MARQUETTE ASSOCIATES, INC. History No change 48,447 11,928 8.69% 8.69% 130 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 48,259 11,881 0.04% 0.04% 131 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 49,482 11,835 0.29% 0.29% 132 0 0.0% Q2 2026 Jul 14, 2026
North Star Investment Management Corp. History No change 47,599 11,719 0.64% 0.64% 133 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 46,399 11,423 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 54,593 11,328 0.19% 0.19% 135 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 45,406 11,179 0.39% 0.39% 136 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 44,214 10,886 0.07% 0.07% 137 0 0.0% Q2 2026 Aug 10, 2026
Churchill Financial Advisors, LLC History No change 43,846 10,795 2.08% 2.08% 138 0 0.0% Q2 2026 Jul 15, 2026
Jessup Wealth Management, Inc History No change 43,511 10,712 3.2% 3.2% 139 0 0.0% Q2 2026 Aug 11, 2026
Pure Financial Advisors, LLC History No change 43,214 10,639 0.14% 0.14% 140 0 0.0% Q2 2026 Aug 14, 2026
LAM GROUP, INC. History No change 42,930 10,569 5.25% 5.25% 141 0 0.0% Q2 2026 Jul 10, 2026
Gutierrez Wealth Advisory, LLC History No change 42,607 10,490 6.06% 6.06% 142 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 42,267 10,406 0.1% 0.1% 143 0 0.0% Q2 2026 Aug 14, 2026
SMI Advisory Services, LLC History No change 42,373 10,371 1.68% 1.68% 144 0 0.0% Q2 2026 Jul 09, 2026
Arete Wealth Advisors, LLC History No change 41,724 10,273 0.68% 0.68% 145 0 0.0% Q2 2026 Aug 12, 2026
Luminvest Wealth Management LLC History No change 41,698 10,202 2.37% 2.37% 146 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 40,898 10,069 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 40,860 10,060 0.07% 0.07% 148 0 0.0% Q2 2026 Sep 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 40,843 10,055 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 40,749 10,032 0.04% 0.04% 150 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 40,114 9,876 0.19% 0.19% 151 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 39,994 9,846 0.11% 0.11% 152 0 0.0% Q2 2026 Aug 03, 2026
TD Capital Management LLC History No change 39,255 9,664 0.79% 0.79% 153 0 0.0% Q2 2026 Aug 06, 2026
Journey Beyond Wealth, LLC History No change 38,795 9,551 7.46% 7.46% 154 0 0.0% Q2 2026 Aug 05, 2026
Trevian Wealth Management LLC History No change 38,153 9,394 4.0% 4.0% 155 0 0.0% Q2 2026 Jul 24, 2026
EARNEST PARTNERS LLC History No change 38,086 9,377 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 37,554 9,246 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 37,552 9,245 2.46% 2.46% 158 0 0.0% Q2 2026 Jul 22, 2026
FLOW TRADERS U.S. LLC History No change 36,892 9,083 0.37% 0.37% 159 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 37,015 8,936 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 15, 2026
TRUIST FINANCIAL CORP History No change 36,253 8,925 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 28, 2026
Harfst & Associates, Inc. History No change 36,150 8,900 1.38% 1.38% 162 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 35,237 8,675 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, INC/SD History No change 34,818 8,572 0.98% 0.98% 164 0 0.0% Q2 2026 Aug 04, 2026
Boston Standard Wealth Management, LLC History Added to 36,871 8,540 1.23% 1.3% 165 +465 1.28% Q3 2026 Oct 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 34,411 8,472 0.16% 0.16% 166 0 0.0% Q2 2026 Aug 12, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 33,605 8,273 1.3% 1.3% 167 0 0.0% Q2 2026 Aug 06, 2026
KINTRA WEALTH, LLC History No change 33,008 8,252 0.43% 0.43% 168 0 0.0% Q2 2026 Aug 14, 2026
Long Island Wealth Management, Inc. History No change 32,746 8,062 3.33% 3.33% 169 0 0.0% Q2 2026 Aug 07, 2026
Parkway Wealth Management Group, LLC History No change 32,327 7,959 0.92% 0.92% 170 0 0.0% Q2 2026 Jul 27, 2026
Wedmont Private Capital History Added to 34,008 7,928 0.19% 0.23% 171 +30 0.09% Q3 2026 Oct 09, 2026
Compass Advisory Group LLC History No change 31,610 7,782 1.85% 1.85% 172 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History No change 31,610 7,782 0.52% 0.52% 173 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 31,257 7,695 0.16% 0.16% 174 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 30,605 7,535 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 30,576 7,528 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 05, 2026
VICUS CAPITAL History No change 30,264 7,451 0.48% 0.48% 177 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 30,088 7,407 0.28% 0.28% 178 0 0.0% Q2 2026 Aug 06, 2026
Sanchez Levi Garrett History No change 29,822 7,342 3.98% 3.98% 179 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 29,251 7,201 0.36% 0.36% 180 0 0.0% Q2 2026 Jul 10, 2026
Merit Financial Group, LLC History No change 29,222 7,194 0.04% 0.04% 181 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 29,079 7,159 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 20, 2026
GTS SECURITIES LLC History No change 28,670 7,058 0.15% 0.15% 183 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Private Wealth, LLC History No change 28,524 7,022 4.3% 4.3% 184 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 28,142 6,928 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 14, 2026
Eagle Capital Management, LLC History No change 27,776 6,839 2.33% 2.33% 186 0 0.0% Q2 2026 Jul 13, 2026
Retirement Planning Group, LLC History No change 27,541 6,780 0.17% 0.17% 187 0 0.0% Q2 2026 Aug 05, 2026
Charis Legacy Partners, LLC History No change 27,350 6,733 8.28% 8.28% 188 0 0.0% Q2 2026 Jul 09, 2026
Safir Wealth Advisors, LLC History No change 27,092 6,670 4.33% 4.33% 189 0 0.0% Q2 2026 Jul 09, 2026
Warwick Investment Management, Inc. History No change 26,928 6,630 0.74% 0.74% 190 0 0.0% Q2 2026 Jul 31, 2026
Echo45 Advisors LLC History Reduced 28,319 6,559 2.99% 3.61% 191 -82 -0.29% Q3 2026 Oct 07, 2026
BFSG, LLC History No change 26,548 6,536 0.58% 0.58% 192 0 0.0% Q2 2026 Jul 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 26,462 6,515 0.24% 0.24% 193 0 0.0% Q2 2026 Jul 21, 2026
Security National Bank History No change 26,187 6,447 0.77% 0.77% 194 0 0.0% Q2 2026 Jul 15, 2026
FULTON BANK, N.A. History No change 25,973 6,394 0.2% 0.2% 195 0 0.0% Q2 2026 Jul 09, 2026
MontVue Capital Management, Inc. History No change 25,776 6,346 3.65% 3.65% 196 0 0.0% Q2 2026 Jul 27, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 25,527 6,285 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 25,408 6,255 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 25,371 6,246 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 26,163 6,060 0.04% 0.05% 200 -89 -0.34% Q3 2026 Oct 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 24,523 6,037 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 14, 2026
Fragasso Financial Advisors Inc History No change 23,741 5,845 0.31% 0.31% 202 0 0.0% Q2 2026 Jul 09, 2026
XTX Topco Ltd History No change 23,696 5,834 0.08% 0.08% 203 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 23,694 5,833 0.14% 0.14% 204 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 23,510 5,789 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 05, 2026
GLENMEDE TRUST CO NA History No change 23,509 5,788 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 23,501 5,786 0.07% 0.07% 207 0 0.0% Q2 2026 Jul 24, 2026
CONNABLE OFFICE INC History No change 23,496 5,784 0.51% 0.51% 208 0 0.0% Q2 2026 Aug 03, 2026
SigFig Wealth Management, LLC History Added to 24,690 5,718 0.14% 0.16% 209 +100 0.41% Q3 2026 Oct 07, 2026
Western Reserve Capital Management, LLC History No change 22,929 5,645 4.18% 4.18% 210 0 0.0% Q2 2026 Jul 21, 2026
RIVERBRIDGE PARTNERS LLC History No change 22,413 5,518 0.15% 0.15% 211 0 0.0% Q2 2026 Jul 13, 2026
United Community Bank History No change 22,286 5,487 1.7% 1.7% 212 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 22,105 5,442 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 22,073 5,434 0.07% 0.07% 214 0 0.0% Q2 2026 Aug 07, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 22,574 5,424 3.09% 3.09% 215 0 0.0% Q2 2026 Jul 24, 2026
Clifford Group, LLC History No change 22,006 5,417 3.75% 3.75% 216 0 0.0% Q2 2026 Aug 14, 2026
L.K. Benson & Company, P.C. History No change 21,656 5,332 1.61% 1.61% 217 0 0.0% Q2 2026 Jul 24, 2026
Pitcairn Wealth Advisors LLC History No change 21,544 5,304 0.58% 0.58% 218 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 21,434 5,277 0.04% 0.04% 219 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 20,984 5,166 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 11, 2026
Coyle Financial Counsel LLC History No change 20,962 5,161 0.94% 0.94% 221 0 0.0% Q2 2026 Aug 07, 2026
Capital Investment Management, Inc. History No change 20,775 5,115 1.57% 1.57% 222 0 0.0% Q2 2026 Jul 15, 2026
Copper Harbor Investment Advisors, LLC History No change 20,723 5,102 1.08% 1.08% 223 0 0.0% Q2 2026 Jul 23, 2026
Opulen Financial Group LLC History No change 20,672 5,089 3.2% 3.2% 224 0 0.0% Q2 2026 Jul 27, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 20,517 5,051 1.75% 1.75% 225 0 0.0% Q2 2026 Jul 23, 2026
BCS Wealth Management History No change 20,020 4,929 0.89% 0.89% 226 0 0.0% Q2 2026 Jul 16, 2026
Curtis Advisory Group, LLC History No change 19,923 4,905 0.95% 0.95% 227 0 0.0% Q2 2026 Jul 29, 2026
Vested Financial Planning, LLC History No change 19,722 4,855 3.26% 3.26% 228 0 0.0% Q2 2026 Aug 05, 2026
Strategic Financial Planning, Inc. History No change 19,511 4,803 2.51% 2.51% 229 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 19,049 4,690 0.09% 0.09% 230 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Financial Management LLC History No change 18,353 4,518 0.15% 0.15% 231 0 0.0% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 18,274 4,499 0.47% 0.47% 232 0 0.0% Q2 2026 Jul 23, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 18,210 4,483 0.53% 0.53% 233 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 18,170 4,473 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History No change 17,974 4,425 0.18% 0.18% 235 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 17,920 4,412 0.13% 0.13% 236 0 0.0% Q2 2026 Jul 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 17,862 4,397 0.22% 0.22% 237 0 0.0% Q2 2026 Aug 11, 2026
Ausdal Financial Partners, Inc. History No change 17,611 4,336 0.17% 0.17% 238 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 17,551 4,321 0.04% 0.04% 239 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 17,281 4,254 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 16,814 4,139 0.22% 0.22% 241 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 16,594 4,085 0.04% 0.04% 242 0 0.0% Q2 2026 Aug 12, 2026
Values Added Financial LLC History No change 16,363 4,028 1.45% 1.45% 243 0 0.0% Q2 2026 Jul 27, 2026
Wealth Group Ltd History Reduced 16,938 3,986 0.74% 0.82% 244 -450 -2.59% Q3 2026 Oct 07, 2026
Jordan Park Group LLC History No change 16,014 3,942 0.2% 0.2% 245 0 0.0% Q2 2026 Aug 11, 2026
Xena Financial Planning, LLC History No change 15,995 3,938 3.78% 3.78% 246 0 0.0% Q2 2026 Jul 21, 2026
Partners in Financial Planning History No change 15,612 3,843 0.58% 0.58% 247 0 0.0% Q2 2026 Aug 10, 2026
Argent Trust Co History No change 15,550 3,828 0.11% 0.11% 248 0 0.0% Q2 2026 Aug 06, 2026
OneAscent Family Office, LLC History No change 15,538 3,825 1.93% 1.93% 249 0 0.0% Q2 2026 Aug 11, 2026
Gotham Asset Management, LLC History No change 15,450 3,803 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 16,394 3,797 0.23% 0.26% 251 -1,044 -5.99% Q3 2026 Oct 09, 2026
Balentine LLC History No change 15,375 3,785 0.13% 0.13% 252 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 15,342 3,777 0.34% 0.34% 253 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIENT ADVISORS LLC History No change 15,124 3,723 0.53% 0.53% 254 0 0.0% Q2 2026 Aug 07, 2026
Five Pine Wealth Management History No change 14,888 3,665 2.07% 2.07% 255 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 14,844 3,654 0.38% 0.38% 256 0 0.0% Q2 2026 Aug 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 15,764 3,651 2.47% 2.68% 257 +9 0.06% Q3 2026 Oct 09, 2026
Fullerton Advisors, LLC History No change 14,465 3,561 3.33% 3.33% 258 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Reduced 15,209 3,522 1.86% 2.08% 259 -108 -0.71% Q3 2026 Oct 07, 2026
WEALTH ALLIANCE, LLC History No change 14,251 3,508 0.29% 0.29% 260 0 0.0% Q2 2026 Aug 11, 2026
Roundview Capital LLC History No change 14,238 3,505 0.19% 0.19% 261 0 0.0% Q2 2026 Jul 30, 2026
Stembrook Asset Management, LLC History No change 14,222 3,501 3.02% 3.02% 262 0 0.0% Q2 2026 Aug 12, 2026
Family CFO Inc History No change 14,089 3,468 1.33% 1.33% 263 0 0.0% Q2 2026 Jul 20, 2026
WARNER FINANCIAL, INC History No change 14,046 3,458 1.02% 1.02% 264 0 0.0% Q2 2026 Jul 09, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 14,044 3,457 0.11% 0.11% 265 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 13,827 3,404 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 13,770 3,390 0.03% 0.03% 267 0 0.0% Q2 2026 Aug 14, 2026
Single Point Partners, LLC History No change 13,768 3,389 0.6% 0.6% 268 0 0.0% Q2 2026 Jul 16, 2026
Atlantic Union Bankshares Corp History No change 13,675 3,366 0.06% 0.06% 269 0 0.0% Q2 2026 Aug 11, 2026
Alpha Zero LLC History No change 13,954 3,342 1.27% 1.27% 270 0 0.0% Q2 2026 Jul 17, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 13,385 3,295 2.18% 2.18% 271 0 0.0% Q2 2026 Aug 14, 2026
Bestgate Wealth Advisors, LLC History No change 13,352 3,287 5.24% 5.24% 272 0 0.0% Q2 2026 Jul 29, 2026
ASSOCIATED BANC-CORP History No change 13,325 3,280 0.08% 0.08% 273 0 0.0% Q2 2026 Jul 31, 2026
GREAT LAKES ADVISORS, LLC History No change 13,110 3,227 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 10, 2026
Trust Point Inc. History No change 12,979 3,195 0.27% 0.27% 275 0 0.0% Q2 2026 Jul 08, 2026
Laird Norton Wetherby Trust Company, LLC History No change 12,956 3,189 0.06% 0.06% 276 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 12,905 3,177 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 07, 2026
Petersen Hastings Wealth Advisors Inc. History No change 12,898 3,175 0.27% 0.27% 278 0 0.0% Q2 2026 Jul 17, 2026
LaSalle St. Investment Advisors, LLC History No change 12,780 3,146 0.38% 0.38% 279 0 0.0% Q2 2026 Aug 11, 2026
Birchwood Financial Partners, Inc. History No change 12,766 3,143 2.57% 2.57% 280 0 0.0% Q2 2026 Aug 06, 2026
Pacific Center for Financial Services History No change 12,759 3,141 0.7% 0.7% 281 0 0.0% Q2 2026 Aug 05, 2026
Sellwood Investment Partners LLC History No change 12,601 3,102 1.09% 1.09% 282 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 12,501 3,078 0.05% 0.05% 283 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History No change 12,454 3,066 0.15% 0.15% 284 0 0.0% Q2 2026 Jul 31, 2026
Financial Synergies Wealth Advisors, Inc. History No change 12,422 3,058 0.26% 0.26% 285 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 12,252 3,016 0.04% 0.04% 286 0 0.0% Q2 2026 Jul 22, 2026
Hamrick Investment Counsel, llc History No change 12,085 2,975 1.97% 1.97% 287 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 12,066 2,971 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 12,051 2,967 0.08% 0.08% 289 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 12,006 2,955 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 11,984 2,950 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 12, 2026
Strategic Blueprint, LLC History No change 11,870 2,922 0.15% 0.15% 292 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 11,818 2,909 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 11, 2026
B. Riley Wealth Advisors, Inc. History No change 11,809 2,883 0.15% 0.15% 294 0 0.0% Q2 2026 Jul 14, 2026
CWS Financial Advisors, LLC History No change 11,694 2,879 0.64% 0.64% 295 0 0.0% Q2 2026 Jul 30, 2026
Hills Bank & Trust Co History No change 11,679 2,875 0.12% 0.12% 296 0 0.0% Q2 2026 Aug 10, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 11,623 2,861 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 10, 2026
Western Wealth Management, LLC History No change 11,511 2,834 0.09% 0.09% 298 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 11,529 2,830 0.09% 0.09% 299 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 11,424 2,812 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 10, 2026
Flagship Private Wealth, LLC History No change 11,367 2,798 0.99% 0.99% 301 0 0.0% Q2 2026 Aug 04, 2026
Cypress Capital Group History No change 11,320 2,787 0.26% 0.26% 302 0 0.0% Q2 2026 Aug 05, 2026
Professional Financial Advisors, LLC History No change 11,290 2,779 0.48% 0.48% 303 0 0.0% Q2 2026 Jul 09, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,283 2,777 0.08% 0.08% 304 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 11,229 2,764 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 13, 2026
Apollon Financial, LLC History No change 11,141 2,743 0.32% 0.32% 306 0 0.0% Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History No change 11,138 2,742 0.07% 0.07% 307 0 0.0% Q2 2026 Aug 11, 2026
Advyzon Investment Management, LLC History No change 11,134 2,741 0.2% 0.2% 308 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 10,962 2,698 0.08% 0.08% 309 0 0.0% Q2 2026 Jul 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 10,910 2,686 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,831 2,666 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 10,804 2,660 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 17, 2026
Fee-Only Financial Planning, L.C. History No change 10,520 2,590 1.39% 1.39% 313 0 0.0% Q2 2026 Jul 29, 2026
Intentional Wealth Strategies, LLC History No change 10,403 2,561 2.4% 2.4% 314 0 0.0% Q2 2026 Jul 28, 2026
ARQ WEALTH ADVISORS, LLC History No change 10,586 2,518 0.31% 0.31% 315 0 0.0% Q2 2026 Jul 24, 2026
May Hill Capital, LLC History No change 9,984 2,458 0.51% 0.51% 316 0 0.0% Q2 2026 Aug 07, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 9,944 2,448 0.69% 0.69% 317 0 0.0% Q2 2026 Aug 12, 2026
Mission Hills Financial Advisory, LLC History No change 9,827 2,419 1.06% 1.06% 318 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 9,774 2,406 0.12% 0.12% 319 0 0.0% Q2 2026 Jul 31, 2026
PFG Advisors History No change 9,766 2,404 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 16, 2026
Financial Engines Advisors L.L.C. History No change 9,757 2,402 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,755 2,401 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 12, 2026
Confluence Wealth Services, Inc. History No change 9,711 2,390 0.07% 0.07% 323 0 0.0% Q2 2026 Jul 22, 2026
TFC Financial Management, Inc. History No change 9,667 2,380 0.26% 0.26% 324 0 0.0% Q2 2026 Jul 23, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 9,645 2,374 0.17% 0.17% 325 0 0.0% Q2 2026 Jul 16, 2026
Lansing Street Advisors History No change 9,504 2,339 0.5% 0.5% 326 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 9,490 2,336 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
Facet Wealth, Inc. History No change 9,336 2,298 0.03% 0.03% 328 0 0.0% Q2 2026 Jul 27, 2026
HB Wealth Management, LLC History No change 9,269 2,282 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 29, 2026
CGN Advisors LLC History No change 9,232 2,273 0.17% 0.17% 330 0 0.0% Q2 2026 Jul 06, 2026
Root Financial Partners, LLC History No change 9,016 2,219 0.09% 0.09% 331 0 0.0% Q2 2026 Jul 29, 2026
Koshinski Asset Management, Inc. History No change 9,008 2,217 0.12% 0.12% 332 0 0.0% Q2 2026 Jul 27, 2026
Miller Capital Partners, Inc. History No change 8,978 2,210 0.86% 0.86% 333 0 0.0% Q2 2026 Aug 12, 2026
Tradition Wealth Management, LLC History No change 8,962 2,206 0.13% 0.13% 334 0 0.0% Q2 2026 Aug 11, 2026
Briggs Wealth Management, Inc History No change 8,933 2,199 2.01% 2.01% 335 0 0.0% Q2 2026 Aug 06, 2026
KWB Wealth History No change 8,911 2,193 0.19% 0.19% 336 0 0.0% Q2 2026 Jul 10, 2026
Daybright Advisory Services, Inc. History No change 9,233 2,180 0.52% 0.52% 337 0 0.0% Q2 2026 Aug 04, 2026
Callan Family Office, LLC History No change 8,805 2,167 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 11, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 8,801 2,166 0.29% 0.29% 339 0 0.0% Q2 2026 Jul 20, 2026
Calder Financial LLC History No change 8,774 2,160 2.03% 2.03% 340 0 0.0% Q2 2026 Jul 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 8,742 2,152 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 8,603 2,118 0.14% 0.14% 342 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 8,600 2,117 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 8,596 2,116 0.16% 0.16% 344 0 0.0% Q2 2026 Aug 03, 2026
Tidal Investments LLC History No change 8,556 2,106 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 8,529 2,099 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 13, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 8,517 2,097 0.35% 0.35% 347 0 0.0% Q2 2026 Jul 21, 2026
Opus Financial Solutions LLC History No change 8,511 2,095 1.69% 1.69% 348 0 0.0% Q2 2026 Jul 24, 2026
Emergent Wealth Advisors, LLC History Reduced 8,963 2,076 1.09% 1.24% 350 -1,035 -10.35% Q3 2026 Oct 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,433 2,076 0.14% 0.14% 349 0 0.0% Q2 2026 Jul 07, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,297 2,042 0.01% 0.01% 351 0 0.0% Q2 2026 Jul 28, 2026
HUB Investment Partners, LLC History No change 8,296 2,042 0.04% 0.04% 352 0 0.0% Q2 2026 Jul 31, 2026
Center For Asset Management LLC History No change 8,290 2,040 0.91% 0.91% 353 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 8,254 2,032 0.04% 0.04% 354 0 0.0% Q2 2026 Jul 14, 2026
Telos Capital Management, Inc. History No change 8,228 2,025 0.18% 0.18% 355 0 0.0% Q2 2026 Jul 22, 2026
Successful Portfolios LLC History Added to 8,396 1,990 0.92% 0.91% 356 +336 4.17% Q3 2026 Oct 09, 2026
Ensign Peak Advisors, Inc History No change 8,000 1,969 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,905 1,946 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 13, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 7,849 1,934 0.22% 0.22% 359 0 0.0% Q2 2026 Jul 23, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 7,792 1,918 0.89% 0.89% 360 0 0.0% Q2 2026 Jul 29, 2026
Grant Street Asset Management, Inc. History No change 7,778 1,915 0.31% 0.31% 361 0 0.0% Q2 2026 Aug 05, 2026
BostonPremier Wealth LLC History No change 7,761 1,910 0.81% 0.81% 362 0 0.0% Q2 2026 Jul 24, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,712 1,898 0.11% 0.11% 363 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 7,709 1,898 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 7,600 1,871 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 7,575 1,865 0.13% 0.13% 366 0 0.0% Q2 2026 Jul 21, 2026
Fifth Third Wealth Advisors LLC History No change 7,573 1,864 0.05% 0.05% 367 0 0.0% Q2 2026 Jul 17, 2026
Legacy Wealth Partners, LLC History No change 7,546 1,857 0.42% 0.42% 368 0 0.0% Q2 2026 Jul 22, 2026
PINNACLE ASSOCIATES LTD History No change 7,515 1,850 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 7,465 1,837 0.11% 0.11% 370 0 0.0% Q2 2026 Aug 05, 2026
GFS Advisors, LLC History No change 10 1,796 0.19% 0.19% 371 0 0.0% Q2 2026 Aug 04, 2026
TFB Advisors LLC History No change 7,246 1,784 0.79% 0.79% 372 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7,129 1,755 0.02% 0.02% 373 0 0.0% Q2 2026 Aug 13, 2026
GSG Advisors LLC History No change 7,015 1,727 0.38% 0.38% 374 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6,991 1,720 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 13, 2026
Fire Capital Management LLC History No change 6,960 1,713 0.7% 0.7% 376 0 0.0% Q2 2026 Aug 03, 2026
Bull Street Advisors, LLC History No change 6,913 1,702 0.78% 0.78% 377 0 0.0% Q2 2026 Jul 28, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 6,786 1,670 0.22% 0.22% 378 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 6,769 1,666 0.03% 0.03% 379 0 0.0% Q2 2026 Jul 15, 2026
Ridge Creek Global, Inc History No change 6,760 1,664 1.29% 1.29% 380 0 0.0% Q2 2026 Aug 11, 2026
Global Strategic Investment Solutions, LLC History No change 6,650 1,637 0.15% 0.15% 381 0 0.0% Q2 2026 Aug 07, 2026
Yoffe Investment Management, LLC History No change 6,633 1,633 1.87% 1.87% 382 0 0.0% Q2 2026 Jul 09, 2026
AMG Asset Management Group, Inc. History No change 6,517 1,604 1.0% 1.0% 383 0 0.0% Q2 2026 Jul 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,586 1,590 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 27, 2026
Penn Capital Management Company, LLC History No change 6,315 1,567 0.1% 0.1% 385 0 0.0% Q2 2026 Jul 30, 2026
Burton Enright Welch History No change 6,360 1,565 0.18% 0.18% 386 0 0.0% Q2 2026 Jul 17, 2026
Sigma Planning Corp History No change 6,325 1,557 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 07, 2026
Ballast, Inc. History No change 6,325 1,557 0.29% 0.29% 388 0 0.0% Q2 2026 Jul 10, 2026
SAGE RHINO CAPITAL LLC History No change 6,313 1,554 0.25% 0.25% 389 0 0.0% Q2 2026 Aug 03, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 6,245 1,537 0.18% 0.18% 390 0 0.0% Q2 2026 Aug 10, 2026
Cascade Financial Partners, LLC History No change 6,213 1,529 0.13% 0.13% 391 0 0.0% Q2 2026 Aug 04, 2026
Oak Root LLC History Added to 1,092,060 1,524 0.17% 0.18% 392 +1,085,477 16489.09% Q3 2026 Oct 09, 2026
FIDUCIARY TRUST CO History No change 6,164 1,517 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 6,494 1,516 0.02% 0.02% 394 +58 0.9% Q3 2026 Oct 08, 2026
Blue Chip Partners, LLC History No change 6,157 1,515 0.1% 0.1% 395 0 0.0% Q2 2026 Aug 14, 2026
FF Advisors,LLC History No change 6,150 1,514 0.57% 0.57% 396 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 6,054 1,490 0.03% 0.03% 397 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 6,042 1,487 0.05% 0.05% 398 0 0.0% Q2 2026 Jul 27, 2026
Stokes Family Office, LLC History No change 6,000 1,477 0.17% 0.17% 399 0 0.0% Q2 2026 Aug 11, 2026
MCF Advisors LLC History No change 5,914 1,456 0.05% 0.05% 400 0 0.0% Q2 2026 Aug 12, 2026
GuidedMoney, LLC History No change 5,898 1,452 0.67% 0.67% 401 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 5,800 1,428 0.0% 0.0% 402 0 0.0% Q2 2026 Sep 02, 2026
Worth Financial Advisory Group, LLC History No change 5,746 1,414 0.59% 0.59% 403 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Wealth, LLC History No change 5,732 1,411 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 5,710 1,405 0.51% 0.51% 405 0 0.0% Q2 2026 Aug 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 5,674 1,397 0.52% 0.52% 406 0 0.0% Q2 2026 Jul 21, 2026
Selective Wealth Management, Inc. History No change 5,839 1,390 0.36% 0.36% 407 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 5,609 1,381 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 03, 2026
McClarren Financial Advisors, Inc. History No change 5,571 1,371 0.71% 0.71% 409 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History No change 5,547 1,365 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 5,535 1,362 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 04, 2026
Centerpoint Advisors, LLC History No change 5,501 1,354 0.38% 0.38% 412 0 0.0% Q2 2026 Aug 05, 2026
Westfuller Advisors, LLC History No change 5,444 1,340 0.49% 0.49% 413 0 0.0% Q2 2026 Jul 29, 2026
Avidian Wealth Enterprises, LLC History Added to 5,779 1,338 0.04% 0.03% 414 +2,007 53.21% Q3 2026 Oct 08, 2026
Range Advisory, LLC History No change 5,421 1,334 0.16% 0.16% 415 0 0.0% Q2 2026 Sep 02, 2026
Lionsbridge Wealth Management LLC History No change 5,414 1,332 1.31% 1.31% 416 0 0.0% Q2 2026 Aug 05, 2026
JMN Financial LLC History No change 5,406 1,331 1.04% 1.04% 417 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 5,392 1,327 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 03, 2026
Summit Trail Advisors, LLC History No change 5,350 1,317 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 5,344 1,315 0.07% 0.07% 420 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,318 1,309 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 5,295 1,297 0.06% 0.06% 422 0 0.0% Q2 2026 Jul 28, 2026
EASTERN BANK History Added to 5,584 1,293 0.02% 0.02% 423 +264 4.96% Q3 2026 Oct 05, 2026
TWO SIGMA SECURITIES, LLC History No change 5,225 1,286 0.11% 0.11% 424 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 5,188 1,277 0.02% 0.02% 425 0 0.0% Q2 2026 Aug 12, 2026
Stratos Investment Management, LLC History No change 5,178 1,275 0.05% 0.05% 426 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors Wealth Management, LLC History Added to 5,503 1,274 0.14% 0.14% 427 +665 13.75% Q3 2026 Oct 09, 2026
Fortis Group Advisors, LLC History No change 5,134 1,264 0.2% 0.2% 428 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 5,097 1,255 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 12, 2026
Gateway Wealth Partners, LLC History No change 5,045 1,242 0.07% 0.07% 430 0 0.0% Q2 2026 Aug 04, 2026
Neuberger Berman Group LLC History No change 5,025 1,237 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
GOLDEN ROAD ADVISORS LLC History No change 5,007 1,232 0.6% 0.6% 432 0 0.0% Q2 2026 Aug 07, 2026
Macco Financial Group, Inc. History No change 4,983 1,226 0.8% 0.8% 433 0 0.0% Q2 2026 Aug 07, 2026
SCS Capital Management LLC History No change 4,940 1,216 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 06, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 4,932 1,214 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 11, 2026
Roble, Belko & Company, Inc History No change 4,905 1,208 0.13% 0.13% 436 0 0.0% Q2 2026 Jul 24, 2026
F/m Investments LLC History No change 4,906 1,207 0.06% 0.06% 437 0 0.0% Q2 2026 Aug 05, 2026
WAYSTONE ADVISORS LLC History No change 4,905 1,207 0.9% 0.9% 438 0 0.0% Q2 2026 Jul 16, 2026
Bank of Marin History No change 4,868 1,198 0.84% 0.84% 439 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,841 1,191 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 23, 2026
Capital Investment Advisors, LLC History No change 4,841 1,191 0.02% 0.02% 441 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 4,824 1,187 0.01% 0.01% 442 0 0.0% Q2 2026 Jul 29, 2026
Wealth Advisory Solutions, LLC History No change 4,812 1,184 0.24% 0.24% 443 0 0.0% Q2 2026 Jul 24, 2026
Savvy Advisors, Inc. History No change 4,780 1,176 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 03, 2026
IEQ CAPITAL, LLC History No change 4,753 1,170 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 11, 2026
Tanager Wealth Management LLP History No change 4,737 1,166 0.1% 0.1% 446 0 0.0% Q2 2026 Jul 23, 2026
Advance Capital Management, Inc. History No change 4,724 1,162 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 12, 2026
Red Mountain Financial, LLC History No change 4,721 1,162 0.97% 0.97% 448 0 0.0% Q2 2026 Jul 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 4,667 1,149 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,655 1,146 0.03% 0.03% 450 0 0.0% Q2 2026 Jul 17, 2026
CENTAURUS FINANCIAL, INC. History No change 4,617 1,137 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 17, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,618 1,137 0.07% 0.07% 452 0 0.0% Q2 2026 Aug 07, 2026
Coastal Bridge Advisors, LLC History No change 4,600 1,132 0.07% 0.07% 453 0 0.0% Q2 2026 Aug 17, 2026
First Growth Capital LLC History No change 4,590 1,130 0.86% 0.86% 454 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds, LLC. History No change 1,008 1,119 0.25% 0.25% 455 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 4,512 1,110 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 06, 2026
Aries Wealth Management History No change 4,471 1,100 0.22% 0.22% 457 0 0.0% Q2 2026 Jul 24, 2026
Prospera Financial Services Inc History No change 4,426 1,090 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 15, 2026
WHITTIER TRUST CO History No change 4,451 1,089 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 27, 2026
BridgePort Financial Solutions, LLC History No change 4,423 1,088 0.28% 0.28% 460 0 0.0% Q2 2026 Jul 24, 2026
StoneX Group Inc. History No change 4,386 1,079 0.04% 0.04% 461 0 0.0% Q2 2026 Aug 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,380 1,078 0.09% 0.09% 462 0 0.0% Q2 2026 Jul 14, 2026
Bluesphere Advisors LLC History No change 4,350 1,070 0.33% 0.33% 463 0 0.0% Q2 2026 Jul 30, 2026
Joel Isaacson & Co., LLC History No change 4,298 1,058 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 04, 2026
SC&H Financial Advisors, Inc. History No change 4,285 1,055 0.14% 0.14% 465 0 0.0% Q2 2026 Aug 04, 2026
Inscription Capital, LLC History No change 4,276 1,052 0.09% 0.09% 466 0 0.0% Q2 2026 Aug 13, 2026
Greenspring Advisors, LLC History No change 4,245 1,045 0.06% 0.06% 467 0 0.0% Q2 2026 Aug 11, 2026
Perennial Advisors, LLC History No change 4,244 1,044 0.16% 0.16% 468 0 0.0% Q2 2026 Jul 13, 2026
SouthState Bank Corp History No change 4,218 1,038 0.04% 0.04% 469 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,234 1,036 0.06% 0.06% 470 0 0.0% Q2 2026 Jul 22, 2026
Joule Financial, LLC History No change 4,209 1,036 0.28% 0.28% 471 0 0.0% Q2 2026 Jul 15, 2026
Entruity Wealth, LLC History No change 4,191 1,031 0.67% 0.67% 472 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST BANK History No change 4,184 1,030 0.07% 0.07% 473 0 0.0% Q2 2026 Aug 05, 2026
CVFG LLC History No change 4,180 1,029 0.11% 0.11% 474 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 4,120 1,014 0.06% 0.06% 475 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 4,117 1,013 0.07% 0.07% 476 0 0.0% Q2 2026 Jul 23, 2026
Secure Asset Management, LLC History No change 4,096 1,008 0.14% 0.14% 477 0 0.0% Q2 2026 Jul 15, 2026
Syverson Strege & Co History No change 4,079 1,004 0.22% 0.22% 478 0 0.0% Q2 2026 Aug 06, 2026
BURLING WEALTH PARTNERS, LLC History No change 4,078 1,004 0.15% 0.15% 479 0 0.0% Q2 2026 Aug 04, 2026
Sequoia Financial Advisors, LLC History No change 4,056 998 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 17, 2026
Meridian Wealth Management, LLC History No change 4,010 987 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 05, 2026
Sanchez Gaunt Capital Management, LLC History No change 3,989 982 0.55% 0.55% 482 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History No change 3,987 981 0.33% 0.33% 483 0 0.0% Q2 2026 Jul 21, 2026
Midwest Trust Co History No change 3,988 981 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 04, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 3,929 967 0.23% 0.23% 485 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 3,896 959 0.02% 0.02% 486 0 0.0% Q2 2026 Jul 09, 2026
Russell Investments Group, Ltd. History No change 3,896 959 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 06, 2026
SAPIENT CAPITAL LLC History Added to 4,107 951 0.01% 0.01% 488 +425 11.54% Q3 2026 Oct 08, 2026
Fiduciary Wealth Partners, LLC History No change 3,844 946 0.52% 0.52% 489 0 0.0% Q2 2026 Jul 29, 2026
Caldwell Trust Co History No change 3,843 946 0.08% 0.08% 490 0 0.0% Q2 2026 Aug 03, 2026
CRUX WEALTH ADVISORS History No change 3,806 937 0.32% 0.32% 491 0 0.0% Q2 2026 Jul 21, 2026
Canandaigua National Trust Co of Florida History New 3,997 925 0.51% — 493 +3,997 New Q3 2026 Oct 07, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 3,759 925 0.15% 0.15% 492 0 0.0% Q2 2026 Jul 23, 2026
RIK SAYLOR FINANCIAL, INC. History No change 3,756 924 0.61% 0.61% 494 0 0.0% Q2 2026 Aug 05, 2026
CALTON & ASSOCIATES, INC. History No change 3,733 919 0.13% 0.13% 495 0 0.0% Q2 2026 Aug 10, 2026
Beaumont Financial Advisors, LLC History No change 3,719 915 0.06% 0.06% 496 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History No change 3,720 915 0.03% 0.03% 497 0 0.0% Q2 2026 Jul 09, 2026
RPG Investment Advisory, LLC History No change 3,712 913 0.09% 0.09% 498 0 0.0% Q2 2026 Aug 04, 2026
Coastline Trust Co History Reduced 3,939 912 0.09% 0.09% 499 -281 -6.66% Q3 2026 Oct 01, 2026
Soltis Investment Advisors LLC History No change 3,698 910 0.05% 0.05% 500 0 0.0% Q2 2026 Jul 31, 2026
ASPIRIANT, LLC History No change 3,680 906 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 20, 2026
Advisors Capital Management, LLC History No change 3,657 900 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 11, 2026
Colter Lewis Investment Partners LLC History No change 3,648 898 0.4% 0.4% 503 0 0.0% Q2 2026 Aug 14, 2026
BCR Wealth Strategies, LLC History No change 3,624 892 0.25% 0.25% 504 0 0.0% Q2 2026 Jul 31, 2026
Holos Integrated Wealth LLC History No change 3,678 888 0.41% 0.41% 505 0 0.0% Q2 2026 Jul 15, 2026
Sunflower Bank, N.A. History No change 3,605 887 0.21% 0.21% 506 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 3,589 884 0.02% 0.02% 507 0 0.0% Q2 2026 Jul 28, 2026
Clarity Capital Advisors, LLC History No change 3,594 884 0.37% 0.37% 508 0 0.0% Q2 2026 Jul 13, 2026
Bouchey Financial Group, Ltd. History No change 3,561 876 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 27, 2026
Modera Wealth Management, LLC History No change 3,523 867 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,506 863 0.01% 0.01% 511 0 0.0% Q2 2026 Jul 14, 2026
Sage Capital Advisors,llc History No change 3,501 862 0.18% 0.18% 512 0 0.0% Q2 2026 Jul 09, 2026
BRIGHTON JONES LLC History No change 3,471 854 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 11, 2026
First Heartland Consultants, Inc. History Added to 3,686 853 0.06% 0.06% 514 +2 0.05% Q3 2026 Oct 08, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,448 848 0.01% 0.01% 515 0 0.0% Q2 2026 Sep 23, 2026
Evanson Financial, LLC History No change 3,448 848 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 07, 2026
Petix & Botte Co History No change 3,430 844 0.17% 0.17% 517 0 0.0% Q2 2026 Aug 04, 2026
Creekside Partners History No change 3,418 841 0.3% 0.3% 518 0 0.0% Q2 2026 Jul 30, 2026
MONEY CONCEPTS CAPITAL CORP History No change 3,414 840 0.04% 0.04% 519 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 3,411 839 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 3,367 829 0.03% 0.03% 521 0 0.0% Q2 2026 Jul 24, 2026
Texas Yale Capital Corp. History No change 3,365 828 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 12, 2026
Mathes Company, Inc. History No change 3,350 825 0.26% 0.26% 523 0 0.0% Q2 2026 Aug 11, 2026
Synergy Investment Management, LLC History No change 3,352 825 0.2% 0.2% 524 0 0.0% Q2 2026 Aug 14, 2026
17 CAPITAL PARTNERS, LLC History No change 3,321 817 0.37% 0.37% 525 0 0.0% Q2 2026 Aug 06, 2026
LPWM LLC History No change 3,315 816 0.18% 0.18% 526 0 0.0% Q2 2026 Jul 24, 2026
Indivisible Partners History No change 3,307 814 0.05% 0.05% 527 0 0.0% Q2 2026 Aug 04, 2026
Cardinal Point Capital Management ULC History No change 3,304 813 0.05% 0.05% 528 0 0.0% Q2 2026 Jul 14, 2026
Wealth Architects, LLC History No change 3,284 808 0.06% 0.06% 529 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 3,300 807 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 3,270 805 0.02% 0.02% 531 0 0.0% Q2 2026 Jul 30, 2026
Mason Investment Advisory Services, Inc. History No change 3,252 800 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 13, 2026
Element Wealth, LLC History No change 3,183 783 0.29% 0.29% 533 0 0.0% Q2 2026 Aug 14, 2026
Stablepoint Partners, LLC History No change 3,175 781 0.11% 0.11% 534 0 0.0% Q2 2026 Jul 09, 2026
Kingsview Wealth Management, LLC History No change 3,135 771 0.01% 0.01% 535 0 0.0% Q2 2026 Aug 18, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 3,092 761 0.03% 0.03% 536 0 0.0% Q2 2026 Jul 22, 2026
Financial Harvest, LLC History No change 3,086 759 0.31% 0.31% 537 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 3,072 756 0.01% 0.01% 538 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 3,063 754 0.06% 0.06% 539 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Consulting Group, LLC History No change 3,066 754 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,062 753 0.02% 0.02% 541 0 0.0% Q2 2026 Jul 31, 2026
PUREfi Wealth, LLC History No change 3,059 753 0.41% 0.41% 542 0 0.0% Q2 2026 Jul 27, 2026
Hutchens & Kramer Investment Management Group, LLC History No change 3,056 752 0.2% 0.2% 543 0 0.0% Q2 2026 Jul 09, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 3,013 741 0.17% 0.17% 544 0 0.0% Q2 2026 Aug 14, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,000 738 0.11% 0.11% 545 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History No change 2,981 734 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 20, 2026
King Wealth Management Group History No change 2,975 733 0.08% 0.08% 547 0 0.0% Q2 2026 Aug 05, 2026
ARS Investment Partners, LLC History No change 2,975 732 0.03% 0.03% 548 0 0.0% Q2 2026 Jul 09, 2026
ADVISORTRUST PARTNERS, LLC History No change 2,970 731 0.25% 0.25% 549 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 2,949 726 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 12, 2026
Forum Financial Management, LP History No change 2,923 719 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 23, 2026
Narwhal Capital Management History No change 2,917 718 0.05% 0.05% 552 0 0.0% Q2 2026 Jul 24, 2026
LM Advisors LLC History No change 2,916 715 0.08% 0.08% 553 0 0.0% Q2 2026 Aug 12, 2026
Perigon Wealth Management, LLC History No change 2,901 714 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 07, 2026
Odyssey Capital Advisors, Inc. History No change 2,872 707 0.51% 0.51% 555 0 0.0% Q2 2026 Jul 31, 2026
Busey Bank History No change 2,859 703 0.02% 0.02% 556 0 0.0% Q2 2026 Aug 13, 2026
Sage Mountain Advisors LLC History No change 2,854 702 0.04% 0.04% 557 0 0.0% Q2 2026 Aug 05, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,853 702 0.17% 0.17% 558 0 0.0% Q2 2026 Jul 20, 2026
Mesirow Financial Investment Management, Inc. History No change 2,851 701 0.01% 0.01% 559 0 0.0% Q2 2026 Jul 22, 2026
Harpswell Capital Advisors, LLC History Added to 3,011 697 0.46% 0.47% 560 +57 1.93% Q3 2026 Oct 09, 2026
Venture Visionary Partners LLC History No change 2,984 691 0.02% 0.02% 561 0 0.0% Q3 2026 Oct 07, 2026
Compound Planning, Inc. History No change 2,786 685 0.02% 0.02% 562 0 0.0% Q2 2026 Aug 04, 2026
Chesley Taft & Associates LLC History No change 2,763 680 0.03% 0.03% 563 0 0.0% Q2 2026 Jul 08, 2026
Montecito Bank & Trust History No change 2,912 674 0.1% 0.11% 564 0 0.0% Q3 2026 Oct 01, 2026
Tortoise Investment Management, LLC History No change 2,712 667 0.05% 0.05% 565 0 0.0% Q2 2026 Aug 07, 2026
Taylor & Morgan Wealth Management, LLC History No change 2,881 667 0.32% 0.35% 566 0 0.0% Q3 2026 Oct 09, 2026
Ironwood Wealth Management, LLC. History No change 2,704 665 0.15% 0.15% 567 0 0.0% Q2 2026 Jul 30, 2026
LongView Wealth Management History No change 2,676 658 0.17% 0.17% 568 0 0.0% Q2 2026 Jul 17, 2026
Moors & Cabot, Inc. History No change 2,645 651 0.03% 0.03% 569 0 0.0% Q2 2026 Aug 10, 2026
Clark Asset Management, LLC History No change 2,622 645 0.05% 0.05% 570 0 0.0% Q2 2026 Jul 07, 2026
Align Financial, LLC History No change 2,610 642 0.32% 0.32% 571 0 0.0% Q2 2026 Jul 27, 2026
Newton One Investments LLC History No change 2,573 633 0.16% 0.16% 572 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 2,561 630 0.12% 0.12% 573 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,533 623 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 11, 2026
L. Roy Papp & Associates, LLP History No change 2,511 618 0.06% 0.06% 575 0 0.0% Q2 2026 Jul 23, 2026
Bridgelight Financial Advisors, Inc. History No change 2,500 615 0.42% 0.42% 576 0 0.0% Q2 2026 Jul 30, 2026
TRUEFG, LLC History No change 2,492 613 0.14% 0.14% 577 0 0.0% Q2 2026 Jul 16, 2026
Fiscal Wisdom Wealth Management, LLC History No change 2,493 613 0.52% 0.52% 578 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 2,485 611 0.02% 0.02% 579 0 0.0% Q2 2026 Jul 24, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,484 611 0.1% 0.1% 580 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 2,481 610 0.01% 0.01% 581 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 2,473 608 0.04% 0.04% 582 0 0.0% Q2 2026 Aug 12, 2026
Legacy Edge Advisors, LLC History No change 2,445 601 0.06% 0.06% 583 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 2,440 600 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 2,429 598 0.03% 0.03% 585 0 0.0% Q2 2026 Aug 10, 2026
Accurate Wealth Management, LLC History No change 2,479 598 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 14, 2026
FIRST MERCHANTS CORP History No change 2,428 597 0.02% 0.02% 587 0 0.0% Q2 2026 Jul 15, 2026
BSW Wealth Partners History No change 2,410 593 0.07% 0.07% 588 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Partners, LLC History No change 2,398 590 0.07% 0.07% 589 0 0.0% Q2 2026 Aug 12, 2026
Advisory Alpha, LLC History No change 2,393 589 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 2,391 588 0.13% 0.13% 591 0 0.0% Q2 2026 Aug 13, 2026
M3 Advisory Group, LLC History No change 2,383 586 0.3% 0.3% 592 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 2,378 585 0.12% 0.12% 593 0 0.0% Q2 2026 Aug 03, 2026
Eagle Strategies LLC History No change 2,353 579 0.06% 0.06% 594 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Partners, LLC History No change 2,336 575 0.08% 0.08% 595 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 2,312 569 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 31, 2026
Crescent Grove Advisors, LLC History No change 2,308 568 0.05% 0.05% 597 0 0.0% Q2 2026 Aug 10, 2026
Foguth Wealth Management, LLC. History No change 2,404 568 0.06% 0.06% 598 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History No change 2,394 568 0.04% 0.04% 599 0 0.0% Q2 2026 Jul 29, 2026
Centennial Bank/AR/ History No change 2,303 567 0.18% 0.18% 600 0 0.0% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History No change 2,292 564 0.03% 0.03% 601 0 0.0% Q2 2026 Jul 23, 2026
Michels Family Financial, LLC History No change 2,290 563 0.36% 0.36% 602 0 0.0% Q2 2026 Aug 14, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 2,419 560 0.09% 0.1% 603 -9 -0.37% Q3 2026 Oct 08, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,271 559 0.05% 0.05% 604 0 0.0% Q2 2026 Aug 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 2,273 559 0.22% 0.22% 605 0 0.0% Q2 2026 Jul 28, 2026
COZAD ASSET MANAGEMENT INC History No change 2,269 558 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 14, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 2,228 548 0.11% 0.11% 607 0 0.0% Q2 2026 Jul 08, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,229 548 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 03, 2026
Maridea Wealth Management LLC History No change 2,219 546 0.06% 0.06% 609 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 2,205 542 0.06% 0.06% 610 0 0.0% Q2 2026 Jul 30, 2026
AMG National Trust Bank History No change 2,201 541 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 06, 2026
Quad-Cities Investment Group, LLC History No change 2,181 536 0.19% 0.19% 612 0 0.0% Q2 2026 Jul 07, 2026
Obermeyer Wealth Partners History No change 2,175 535 0.02% 0.02% 613 0 0.0% Q2 2026 Jul 29, 2026
Redwood Investment Management, LLC History No change 2,170 534 0.05% 0.05% 614 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 2,170 534 0.01% 0.01% 615 0 0.0% Q2 2026 Jul 29, 2026
Strathmore Capital Advisors, Inc. History No change 2,225 532 0.14% 0.14% 616 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Capital Group History Added to 2,273 526 0.06% 0.07% 617 +36 1.61% Q3 2026 Oct 08, 2026
Hardworking Capital Advisors, LLC History No change 2,130 524 0.43% 0.43% 618 0 0.0% Q2 2026 Aug 03, 2026
HANOVER ADVISORS INC History No change 2,123 522 0.19% 0.19% 619 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 2,119 521 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 31, 2026
First County Bank /CT/ History No change 2,104 518 0.24% 0.24% 621 0 0.0% Q2 2026 Jul 02, 2026
Rathbones Group PLC History No change 2,100 517 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 23, 2026
Embree Financial Group History No change 2,101 517 0.05% 0.05% 623 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 2,093 515 0.01% 0.01% 624 0 0.0% Q2 2026 Aug 05, 2026
W1M Asset Management Ltd History No change 2,080 512 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 2,094 511 0.02% 0.02% 626 0 0.0% Q2 2026 Aug 12, 2026
Next Level Private LLC History No change 2,053 505 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 09, 2026
Olistico Wealth, LLC History No change 2,179 504 0.21% 0.23% 628 0 0.0% Q3 2026 Oct 05, 2026
RESTON WEALTH MANAGEMENT LLC History No change 2,042 502 0.14% 0.14% 629 0 0.0% Q2 2026 Jul 23, 2026
Geometric Wealth Advisors History No change 2,039 501 0.05% 0.05% 630 0 0.0% Q2 2026 Aug 11, 2026
Symphony Financial, Ltd. Co. History No change 2,032 500 0.05% 0.05% 631 0 0.0% Q2 2026 Aug 03, 2026
Truepoint, Inc. History No change 2,024 498 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 31, 2026
Keystone Financial Group History No change 2,024 498 0.03% 0.03% 633 0 0.0% Q2 2026 Jul 29, 2026
Capital Analysts, LLC History No change 2,019 497 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 05, 2026
MASECO LLP History No change 2,021 497 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 05, 2026
Freestone Capital Holdings, LLC History No change 2,014 495 0.01% 0.01% 636 0 0.0% Q2 2026 Jul 31, 2026
Kathmere Capital Management, LLC History No change 2,014 495 0.03% 0.03% 637 0 0.0% Q2 2026 Jul 29, 2026
Garde Capital, Inc. History No change 2,000 492 0.02% 0.02% 638 0 0.0% Q2 2026 Jul 31, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,999 492 0.06% 0.06% 639 0 0.0% Q2 2026 Jul 10, 2026
Veridan Wealth LLC History No change 1,999 492 0.17% 0.17% 640 0 0.0% Q2 2026 Aug 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,991 490 0.02% 0.02% 641 0 0.0% Q2 2026 Jul 13, 2026
Orgel Wealth Management, LLC History No change 1,993 490 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 13, 2026
TRUST CO OF VERMONT History No change 1,978 487 0.02% 0.02% 643 0 0.0% Q2 2026 Aug 07, 2026
SPINNAKER TRUST History No change 1,964 483 0.02% 0.02% 644 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 1,962 483 0.15% 0.15% 645 0 0.0% Q2 2026 Aug 14, 2026
CRA Financial Services, LLC History No change 1,948 479 0.06% 0.06% 646 0 0.0% Q2 2026 Jul 24, 2026
Hershey Financial Advisers, LLC History No change 1,946 479 0.34% 0.34% 647 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 1,916 471 0.01% 0.01% 648 0 0.0% Q2 2026 Jul 23, 2026
S.A. Mason LLC History No change 1,910 470 0.14% 0.14% 649 0 0.0% Q2 2026 Jul 31, 2026
HORAN Wealth, LLC History No change 1,907 469 0.06% 0.06% 650 0 0.0% Q2 2026 Aug 26, 2026
Sequent Planning LLC History No change 1,904 468 0.1% 0.1% 651 0 0.0% Q2 2026 Aug 14, 2026
Schiavi & Co LLC History No change 1,896 466 0.12% 0.12% 652 0 0.0% Q2 2026 Aug 10, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 1,889 465 0.04% 0.04% 653 0 0.0% Q2 2026 Jul 14, 2026
Ferguson Johnson Wealth Management Inc History No change 1,883 463 0.34% 0.34% 654 0 0.0% Q2 2026 Jul 31, 2026
Cedar Mountain Advisors, LLC History No change 1,863 458 0.08% 0.08% 655 0 0.0% Q2 2026 Jul 02, 2026
SAXON INTERESTS, INC. History No change 1,829 450 0.12% 0.12% 656 0 0.0% Q2 2026 Aug 12, 2026
Heritage Family Offices, LLP History No change 1,818 447 0.17% 0.17% 657 0 0.0% Q2 2026 Jul 29, 2026
Investor's Fiduciary Advisor Network, LLC History No change 1,816 447 0.15% 0.15% 658 0 0.0% Q2 2026 Aug 13, 2026
Pacific Excel Wealth Advisors, Inc. History No change 1,818 447 0.17% 0.17% 659 0 0.0% Q2 2026 Jul 06, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 1,804 444 0.02% 0.02% 660 0 0.0% Q2 2026 Jul 27, 2026
Teamwork Financial Advisors, LLC History No change 1,800 443 0.04% 0.04% 661 0 0.0% Q2 2026 Jul 08, 2026
Rodgers & Associates, LTD History No change 1,789 440 0.04% 0.04% 662 0 0.0% Q2 2026 Jul 21, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,775 436 0.01% 0.01% 663 0 0.0% Q2 2026 Jul 31, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,767 435 0.01% 0.01% 664 0 0.0% Q2 2026 Jul 31, 2026
Private Advisory Group LLC History No change 1,770 435 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 06, 2026
Walkner Condon Financial Advisors LLC History No change 1,767 435 0.05% 0.05% 666 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History No change 1,765 434 0.01% 0.01% 667 0 0.0% Q2 2026 Jul 22, 2026
Evercore Wealth Management, LLC History No change 1,755 432 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 14, 2026
Milestone Investment Advisors LLC History No change 1,758 432 0.09% 0.09% 669 0 0.0% Q2 2026 Aug 14, 2026
Downshift Financial, LLC History No change 1,734 426 0.19% 0.19% 670 0 0.0% Q2 2026 Aug 12, 2026
Accredited Investors Inc. History No change 1,730 425 0.02% 0.02% 671 0 0.0% Q2 2026 Jul 21, 2026
Alpha Omega Wealth Management LLC History No change 1,722 423 0.06% 0.06% 672 0 0.0% Q2 2026 Jul 20, 2026
NWF Advisory Services Inc. History No change 1,714 422 0.04% 0.04% 673 0 0.0% Q2 2026 Jul 29, 2026
MITCHELL SINKLER & STARR/PA History No change 1,700 418 0.17% 0.17% 674 0 0.0% Q2 2026 Jul 21, 2026
Cannell & Spears LLC History No change 1,700 418 0.01% 0.01% 675 0 0.0% Q2 2026 Aug 11, 2026
MKT Advisors LLC History No change 1,725 416 0.13% 0.13% 676 0 0.0% Q2 2026 Jul 09, 2026
Prospect Financial Group LLC History No change 1,692 416 0.34% 0.34% 677 0 0.0% Q2 2026 Aug 06, 2026
Enclave Advisors LLC History No change 1,687 415 0.05% 0.05% 678 0 0.0% Q2 2026 Jul 14, 2026
Mayflower Financial Advisors, LLC History No change 1,687 415 0.04% 0.04% 679 0 0.0% Q2 2026 Jul 09, 2026
Clearstead Trust, LLC History No change 1,681 413 0.05% 0.05% 680 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 1,732 411 0.05% 0.05% 681 0 0.0% Q2 2026 Jul 29, 2026
Bryant Woods Investment Advisors, LLC History No change 1,672 411 0.11% 0.11% 682 0 0.0% Q2 2026 Jul 22, 2026
71 West Capital Partners History No change 1,673 411 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 04, 2026
New Perspectives, Inc History No change 1,668 410 0.13% 0.13% 684 0 0.0% Q2 2026 Jul 22, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,660 408 0.04% 0.04% 685 0 0.0% Q2 2026 Jul 27, 2026
Unconventional Investor, LLC History No change 1,652 406 0.17% 0.17% 686 0 0.0% Q2 2026 Aug 18, 2026
Merited Wealth, LLC History No change 1,649 406 0.29% 0.29% 687 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 1,707 405 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,707 405 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 29, 2026
Magnolia Private Wealth, LLC History No change 1,641 404 0.22% 0.22% 690 0 0.0% Q2 2026 Aug 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,639 403 0.06% 0.06% 691 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Capital Advisors LLC History No change 1,629 401 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 12, 2026
FSA Advisors, Inc. History No change 1,625 400 0.18% 0.18% 693 0 0.0% Q2 2026 Aug 17, 2026
Manuka Financial, LLC History No change 1,628 400 0.21% 0.21% 694 0 0.0% Q2 2026 Jul 31, 2026
Glenview Trust Co History No change 1,622 399 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 18, 2026
Smithfield Trust Co History No change 1,609 398 0.02% 0.02% 696 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,608 395 0.0% 0.0% 697 0 0.0% Q2 2026 Jul 20, 2026
Belpointe Asset Management LLC History No change 1,606 395 0.01% 0.01% 698 0 0.0% Q2 2026 Jul 31, 2026
Bay Capital Advisors, LLC History No change 1,607 395 0.21% 0.21% 699 0 0.0% Q2 2026 Jul 21, 2026
PFG Investments, LLC History No change 1,597 393 0.02% 0.02% 700 0 0.0% Q2 2026 Jul 23, 2026
Clientfirst Wealth Management, LLC History No change 1,591 391 0.32% 0.32% 701 0 0.0% Q2 2026 Jul 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,590 391 0.02% 0.02% 702 0 0.0% Q2 2026 Jul 20, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,586 390 0.03% 0.03% 703 0 0.0% Q2 2026 Jul 23, 2026
Ruggaard & Associates LLC History No change 1,584 390 0.14% 0.14% 704 0 0.0% Q2 2026 Aug 17, 2026
Innova Wealth Partners History No change 1,584 389 0.16% 0.16% 705 0 0.0% Q2 2026 Jul 15, 2026
Cassaday & Co Wealth Management LLC History No change 1,580 389 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 1,575 387 0.02% 0.02% 707 0 0.0% Q2 2026 Aug 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,570 386 0.02% 0.02% 708 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 1,571 386 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 1,566 385 0.02% 0.02% 710 0 0.0% Q2 2026 Aug 13, 2026
Interchange Capital Partners, LLC History No change 1,565 385 0.07% 0.07% 711 0 0.0% Q2 2026 Jul 20, 2026
KilterHowling LLC History No change 1,562 384 0.17% 0.17% 712 0 0.0% Q2 2026 Aug 11, 2026
PRAIRIE ADVISORY, LLC History No change 1,560 384 0.09% 0.09% 713 0 0.0% Q2 2026 Jul 20, 2026
LONDON CO OF VIRGINIA History No change 1,559 383 0.0% 0.0% 714 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History No change 1,548 381 0.06% 0.06% 715 0 0.0% Q2 2026 Aug 11, 2026
Eaton Financial Holdings Company, LLC History No change 1,549 381 0.1% 0.1% 716 0 0.0% Q2 2026 Aug 04, 2026
Juno Financial Group LLC History No change 1,535 378 0.13% 0.13% 717 0 0.0% Q2 2026 Aug 04, 2026
Laurel Wealth Advisors LLC History No change 1,525 375 0.04% 0.04% 718 0 0.0% Q2 2026 Jul 17, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,525 375 0.04% 0.04% 719 0 0.0% Q2 2026 Aug 13, 2026
Quadcap Wealth Management, LLC History No change 1,515 373 0.04% 0.04% 720 0 0.0% Q2 2026 Jul 31, 2026
WORLD EQUITY GROUP, INC. History No change 1,514 372 0.08% 0.08% 721 0 0.0% Q2 2026 Jul 09, 2026
Global Assets Advisory, LLC History No change 1,510 372 0.08% 0.08% 722 0 0.0% Q2 2026 Jul 27, 2026
Meriwether Wealth & Planning, LLC History No change 1,507 371 0.18% 0.18% 723 0 0.0% Q2 2026 Jul 08, 2026
Dynamic Advisor Solutions LLC History No change 1,505 370 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 07, 2026
THOMPSON DAVIS & CO., INC. History No change 1,492 367 0.22% 0.22% 725 0 0.0% Q2 2026 Jul 29, 2026
Biltmore Family Office, LLC History No change 1,492 367 0.05% 0.05% 726 0 0.0% Q2 2026 Aug 12, 2026
Brown Financial Advisory History No change 1,487 366 0.15% 0.15% 727 0 0.0% Q2 2026 Jul 28, 2026
NCM Capital Management, LLC History No change 1,487 366 0.11% 0.11% 728 0 0.0% Q2 2026 Aug 14, 2026
First Nebraska Trust Co History No change 1,483 365 0.03% 0.03% 729 0 0.0% Q2 2026 Aug 12, 2026
Polaris Investment Advisors, LLC History No change 1,479 364 0.23% 0.23% 730 0 0.0% Q2 2026 Jul 09, 2026
Westmount Partners, LLC History No change 1,476 363 0.08% 0.08% 731 0 0.0% Q2 2026 Jul 07, 2026
Northstar Group, Inc. History No change 1,462 360 0.05% 0.05% 732 0 0.0% Q2 2026 Aug 03, 2026
Drucker Wealth 3.0, LLC History No change 1,464 360 0.06% 0.06% 733 0 0.0% Q2 2026 Jul 13, 2026
Carolina Wealth Management Inc History No change 1,466 360 0.17% 0.17% 734 0 0.0% Q2 2026 Aug 11, 2026
RHODES INVESTMENT ADVISORS INC /ADV History New 1,550 359 0.25% — 735 +1,550 New Q3 2026 Oct 07, 2026
Chicago Partners Investment Group LLC History No change 1,514 358 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 29, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History No change 1,456 358 0.31% 0.31% 737 0 0.0% Q2 2026 Jul 14, 2026
Madson Wealth Advisors Inc History No change 1,453 357 0.24% 0.24% 738 0 0.0% Q2 2026 Jul 21, 2026
Koenig Investment Advisory, LLC History Added to 1,535 355 0.26% 0.29% 741 +1 0.07% Q3 2026 Oct 09, 2026
M&T BANK CORP History No change 1,443 355 0.0% 0.0% 739 0 0.0% Q2 2026 Aug 04, 2026
Register Financial Advisors LLC History No change 1,444 355 0.11% 0.11% 740 0 0.0% Q2 2026 Jul 15, 2026
Heartwood Wealth Advisors LLC History No change 1,517 351 0.03% 0.03% 742 0 0.0% Q3 2026 Oct 05, 2026
VestGen Advisors, LLC History No change 1,429 351 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Added to 1,478 342 0.01% 0.01% 745 +298 25.25% Q3 2026 Oct 08, 2026
Balefire, LLC History Reduced 1,479 342 0.05% 0.06% 744 -48 -3.14% Q3 2026 Oct 09, 2026
Lantern Wealth Advisors, LLC History No change 1,392 342 0.16% 0.16% 746 0 0.0% Q2 2026 Jul 28, 2026
Prepared Retirement Institute LLC History No change 1,391 342 0.15% 0.15% 747 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 1,474 341 0.01% 0.01% 748 +123 9.1% Q3 2026 Oct 08, 2026
Mullooly Asset Management, Inc. History No change 1,383 340 0.1% 0.1% 749 0 0.0% Q2 2026 Aug 05, 2026
Intelligent Financial Strategies History No change 1,378 339 0.16% 0.16% 750 0 0.0% Q2 2026 Jul 23, 2026
Houlihan Financial Resource Group, Ltd. History No change 1,370 337 0.12% 0.12% 751 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,355 334 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 14, 2026
TFO Wealth Partners, LLC History No change 1,359 334 0.04% 0.04% 753 0 0.0% Q2 2026 Aug 10, 2026
Verum Partners LLC History No change 1,358 334 0.05% 0.05% 754 0 0.0% Q2 2026 Jul 22, 2026
Curi Capital, LLC History No change 1,352 332 0.01% 0.01% 755 0 0.0% Q2 2026 Aug 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,352 332 0.19% 0.19% 756 0 0.0% Q2 2026 Aug 10, 2026
Castle Rock Wealth Management, LLC History Reduced 1,398 331 0.06% 0.07% 757 -123 -8.09% Q3 2026 Oct 09, 2026
J.Safra Asset Management Corp History No change 1,344 330 0.02% 0.02% 758 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 1,342 330 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 12, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,606 330 0.06% 0.06% 760 0 0.0% Q2 2026 Aug 03, 2026
Morton Brown Family Wealth, LLC History No change 1,340 330 0.07% 0.07% 761 0 0.0% Q2 2026 Jul 21, 2026
Rockwood Wealth Management, LLC History No change 1,344 330 0.02% 0.02% 762 0 0.0% Q2 2026 Jul 13, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,340 329 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 10, 2026
RWA WEALTH PARTNERS, LLC History No change 1,335 328 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 07, 2026
Davis Investment Partners, LLC History No change 1,334 328 0.1% 0.1% 765 0 0.0% Q2 2026 Aug 07, 2026
Insight Wealth Strategies, LLC History Added to 1,408 326 0.03% 0.03% 767 +1 0.07% Q3 2026 Oct 09, 2026
Haverford Trust Co History No change 1,328 326 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Advisors History No change 1,316 324 0.02% 0.02% 768 0 0.0% Q2 2026 Aug 11, 2026
Summit Global Investments History No change 1,314 324 0.02% 0.02% 769 0 0.0% Q2 2026 Aug 03, 2026
Donalies Financial Planning, LLC History No change 1,314 323 0.24% 0.24% 770 0 0.0% Q2 2026 Aug 06, 2026
Everhart Financial Group, Inc. History Reduced 1,383 320 0.02% 0.02% 771 -5 -0.36% Q3 2026 Oct 08, 2026
Midway Capital Research & Management History No change 1,301 320 0.25% 0.25% 772 0 0.0% Q2 2026 Jul 13, 2026
Mirador Capital Partners LP History Reduced 1,380 319 0.04% 0.04% 773 -99 -6.69% Q3 2026 Oct 09, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 1,298 319 0.16% 0.16% 774 0 0.0% Q2 2026 Jul 29, 2026
NBT BANK, N.A. History No change 1,293 318 0.02% 0.02% 775 0 0.0% Q2 2026 Jul 29, 2026
Liberty Capital Management, Inc. History No change 1,292 318 0.05% 0.05% 776 0 0.0% Q2 2026 Jul 17, 2026
Fiera Capital Corp History No change 1,292 318 0.0% 0.0% 777 0 0.0% Q2 2026 Aug 07, 2026
Wealth Dimensions Group, Ltd. History No change 1,293 318 0.06% 0.06% 778 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 1,288 317 0.0% 0.0% 779 0 0.0% Q2 2026 Jul 24, 2026
Pinion Investment Advisors, LLC History No change 1,290 317 0.06% 0.06% 780 0 0.0% Q2 2026 Aug 06, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 1,283 315 0.09% 0.09% 781 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 1,273 313 0.01% 0.01% 782 0 0.0% Q2 2026 Aug 06, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,350 312 0.04% 0.04% 783 0 0.0% Q3 2026 Oct 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,262 310 0.01% 0.01% 784 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History No change 1,263 310 0.01% 0.01% 785 0 0.0% Q2 2026 Jul 07, 2026
NIXON PEABODY TRUST CO History No change 1,260 310 0.02% 0.02% 786 0 0.0% Q2 2026 Jul 27, 2026
Auour Investments LLC History No change 1,256 309 0.09% 0.09% 787 0 0.0% Q2 2026 Jul 21, 2026
Plotkin Financial Advisors, LLC History No change 1,255 308 0.13% 0.13% 788 0 0.0% Q2 2026 Aug 14, 2026
Ellsworth Advisors, LLC History No change 1,283 308 0.05% 0.05% 789 0 0.0% Q2 2026 Jul 16, 2026
GC Wealth Management RIA, LLC History No change 1,234 303 0.02% 0.02% 790 0 0.0% Q2 2026 Jul 16, 2026
D.B. Root & Company, LLC History No change 1,230 302 0.06% 0.06% 791 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,286 297 0.01% 0.01% 792 +189 17.23% Q3 2026 Oct 05, 2026
Shakespeare Wealth Management, LLC History No change 1,201 295 0.08% 0.08% 793 0 0.0% Q2 2026 Jul 20, 2026
SVRN Asset Management, LLC History No change 1,200 295 0.15% 0.15% 794 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 1,188 292 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 06, 2026
Beacon Financial Advisory LLC History No change 1,179 290 0.06% 0.06% 796 0 0.0% Q2 2026 Aug 05, 2026
Bucket List Wealth Management, LLC History No change 1,180 290 0.14% 0.14% 797 0 0.0% Q2 2026 Jul 16, 2026
FIRST NATIONAL BANK OF OMAHA History No change 1,170 288 0.01% 0.01% 798 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Hoffman & Company, LLC. History No change 1,171 288 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 04, 2026
Farmers National Bank History No change 1,167 287 0.06% 0.06% 800 0 0.0% Q2 2026 Aug 11, 2026
Alta Wealth Advisors LLC History No change 1,159 285 0.08% 0.08% 801 0 0.0% Q2 2026 Jul 30, 2026
Berger Financial Group, Inc History No change 1,155 284 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 04, 2026
Goldstein Advisors, LLC History No change 1,156 284 0.03% 0.03% 803 0 0.0% Q2 2026 Jul 20, 2026
MONECO ADVISORS, LLC History No change 1,150 283 0.02% 0.02% 804 0 0.0% Q2 2026 Aug 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 1,142 281 0.12% 0.12% 805 0 0.0% Q2 2026 Jul 15, 2026
Bragg Financial Advisors, Inc History No change 1,144 281 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 12, 2026
Total Clarity Wealth Management, Inc. History No change 1,142 281 0.05% 0.05% 807 0 0.0% Q2 2026 Jul 23, 2026
VANCE WEALTH, LLC History No change 1,138 280 0.06% 0.06% 808 0 0.0% Q2 2026 Aug 14, 2026
Goodman Financial Corp History No change 1,131 278 0.04% 0.04% 809 0 0.0% Q2 2026 Jul 29, 2026
Journey Advisory Group, LLC History No change 1,128 277 0.02% 0.02% 810 0 0.0% Q2 2026 Aug 04, 2026
B & T Capital Management DBA Alpha Capital Management History No change 1,104 271 0.04% 0.04% 811 0 0.0% Q2 2026 Aug 07, 2026
Sowell Financial Services LLC History No change 1,104 271 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 17, 2026
Belvedere Trading LLC History No change 1,100 270 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 31, 2026
Parcion Private Wealth LLC History No change 1,100 270 0.01% 0.01% 814 0 0.0% Q2 2026 Jul 27, 2026
SAX WEALTH ADVISORS, LLC History No change 1,312 270 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 09, 2026
Passive Capital Management, LLC. History No change 1,295 270 0.08% 0.08% 816 0 0.0% Q2 2026 Aug 10, 2026
ABLE Financial Group, LLC History No change 1,096 269 0.05% 0.05% 817 0 0.0% Q2 2026 Jul 22, 2026
Broadview Financial Management, LLC History No change 1,092 268 0.16% 0.16% 818 0 0.0% Q2 2026 Aug 12, 2026
Red Door Wealth Management, LLC History No change 1,090 268 0.02% 0.02% 819 0 0.0% Q2 2026 Jul 13, 2026
Taylor Securities Services, Inc. History No change 1,088 267 0.11% 0.11% 820 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 1,076 264 0.01% 0.01% 821 0 0.0% Q2 2026 Jul 30, 2026
Glen Eagle Advisors, LLC History No change 1,072 264 0.03% 0.03% 822 0 0.0% Q2 2026 Aug 14, 2026
Daviman Financial, LLC History No change 1,075 264 0.15% 0.15% 823 0 0.0% Q2 2026 Jul 24, 2026
Adirondack Capital Advisors, LLC History Added to 1,139 263 0.14% 0.15% 826 +3 0.26% Q3 2026 Oct 09, 2026
One Day In July LLC History No change 1,072 263 0.02% 0.02% 824 0 0.0% Q2 2026 Aug 03, 2026
XY Planning Network, Inc. History No change 1,072 263 0.03% 0.03% 825 0 0.0% Q2 2026 Jul 14, 2026
BAKER BOYER NATIONAL BANK History No change 1,062 261 0.07% 0.07% 827 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 1,063 261 0.08% 0.08% 828 0 0.0% Q2 2026 Jul 20, 2026
PKS Advisory Services, LLC History No change 1,048 258 0.04% 0.04% 829 0 0.0% Q2 2026 Aug 04, 2026
GW&K Investment Management, LLC History No change 1,043 257 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Advisors, LLC History No change 1,044 257 0.01% 0.01% 831 0 0.0% Q2 2026 Aug 11, 2026
Capital Asset Managemnet, LLC History No change 1,046 257 0.58% 0.58% 832 0 0.0% Q2 2026 Jul 24, 2026
Clark Capital Management Group, Inc. History No change 1,032 254 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History No change 1,032 254 0.02% 0.02% 834 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 1,033 254 0.02% 0.02% 835 0 0.0% Q2 2026 Jul 17, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 1,028 253 0.1% 0.1% 836 0 0.0% Q2 2026 Jul 24, 2026
Kingsman Wealth Management, Inc. History No change 1,024 252 0.12% 0.12% 837 0 0.0% Q2 2026 Jul 22, 2026
XML Financial, LLC History No change 1,021 251 0.02% 0.02% 838 0 0.0% Q2 2026 Jul 24, 2026
Centurion Wealth Management LLC History No change 1,016 250 0.06% 0.06% 839 0 0.0% Q2 2026 Jul 09, 2026
PGIM Custom Harvest LLC History No change 1,015 249 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 13, 2026
Fearless Solutions, LLC dba Best Invest History No change 1,015 249 0.13% 0.13% 841 0 0.0% Q2 2026 Jul 21, 2026
Mallini Complete Financial Planning LLC History Added to 1,070 247 0.17% 0.19% 842 +1 0.09% Q3 2026 Oct 06, 2026
SMITH, MOORE & CO. History No change 1,002 246 0.02% 0.02% 843 0 0.0% Q2 2026 Aug 12, 2026
BEACON FINANCIAL GROUP History No change 1,000 246 0.02% 0.02% 844 0 0.0% Q2 2026 Jul 16, 2026
Sterling Investment Advisors, Ltd. History No change 1,000 246 0.04% 0.04% 845 0 0.0% Q2 2026 Jul 28, 2026
Robertson Stephens Wealth Management, LLC History No change 1,002 246 0.01% 0.01% 846 0 0.0% Q2 2026 Jul 29, 2026
AF Advisors, Inc. History No change 1,000 246 0.12% 0.12% 847 0 0.0% Q2 2026 Jul 31, 2026
Bawa N Mallick Trust History No change 1,000 246 0.08% 0.08% 848 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 1,002 246 0.13% 0.13% 849 0 0.0% Q2 2026 Aug 07, 2026
BANK OF HAWAII History No change 997 245 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 13, 2026
EQ LLC History No change 993 244 0.06% 0.06% 851 0 0.0% Q2 2026 Jul 23, 2026
FCA CORP /TX History No change 989 243 0.06% 0.06% 852 0 0.0% Q2 2026 Aug 11, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 990 243 0.02% 0.02% 853 0 0.0% Q2 2026 Jul 22, 2026
UNION SAVINGS BANK History No change 989 243 0.1% 0.1% 854 0 0.0% Q2 2026 Jul 23, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 983 241 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 11, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 974 240 0.01% 0.01% 856 0 0.0% Q2 2026 Aug 13, 2026
Revolve Wealth Partners, LLC History No change 966 237 0.02% 0.02% 857 0 0.0% Q2 2026 Jul 09, 2026
HighPoint Advisor Group LLC History No change 960 236 0.01% 0.01% 858 0 0.0% Q2 2026 Aug 05, 2026
STOCK YARDS BANK & TRUST CO History No change 954 234 0.01% 0.01% 859 0 0.0% Q2 2026 Aug 19, 2026
Brio Consultants, LLC History No change 952 234 0.03% 0.03% 860 0 0.0% Q2 2026 Aug 12, 2026
Retirement Planning Co of New England, Inc. History No change 953 234 0.08% 0.08% 861 0 0.0% Q2 2026 Jul 30, 2026
Hardin Capital Partners, LLC History Added to 1,007 233 0.11% 0.11% 863 +1 0.1% Q3 2026 Oct 08, 2026
KLCM Advisors, Inc. History No change 950 233 0.02% 0.02% 862 0 0.0% Q2 2026 Aug 06, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 945 232 0.05% 0.05% 864 0 0.0% Q2 2026 Aug 11, 2026
Trifecta Capital Advisors, LLC History No change 943 232 0.03% 0.03% 865 0 0.0% Q2 2026 Aug 03, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 997 230 0.0% 0.0% 866 0 0.0% Q3 2026 Oct 05, 2026
Bath Savings Trust Co History No change 992 229 0.02% 0.03% 867 0 0.0% Q3 2026 Oct 07, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 930 228 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 23, 2026
Hughes Financial Services, LLC History No change 928 228 0.03% 0.03% 869 0 0.0% Q2 2026 Jul 20, 2026
Value Investment Professionals, LLC History No change 927 228 0.19% 0.19% 870 0 0.0% Q2 2026 Jul 07, 2026
CERTUITY, LLC History No change 925 227 0.01% 0.01% 871 0 0.0% Q2 2026 Jul 28, 2026
Visionary Wealth Advisors History No change 922 227 0.01% 0.01% 872 0 0.0% Q2 2026 Aug 13, 2026
RAM Investment Partners, LLC History No change 925 227 0.04% 0.04% 873 0 0.0% Q2 2026 Jul 29, 2026
Avise Financial Cooperative, Inc. History No change 924 227 0.16% 0.16% 874 0 0.0% Q2 2026 Aug 06, 2026
IF Advisors, LLC History No change 915 225 0.15% 0.15% 875 0 0.0% Q2 2026 Aug 13, 2026
Innovative Asset Advisors Group, LLC History No change 913 224 0.1% 0.1% 876 0 0.0% Q2 2026 Aug 05, 2026
AlTi Global, Inc. History No change 909 223 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 05, 2026
Amplius Wealth Advisors, LLC History No change 910 223 0.02% 0.02% 878 0 0.0% Q2 2026 Jul 17, 2026
Krilogy Financial LLC History No change 903 222 0.01% 0.01% 879 0 0.0% Q2 2026 Jul 27, 2026
CIBC WORLD MARKET INC. History No change 899 221 0.0% 0.0% 880 0 0.0% Q2 2026 Aug 13, 2026
BIRCHBROOK, INC. History No change 900 221 0.1% 0.1% 881 0 0.0% Q2 2026 Jul 08, 2026
Sather Financial Group Inc History No change 897 220 0.01% 0.01% 882 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Advisory, LLC History No change 897 220 0.02% 0.02% 883 0 0.0% Q2 2026 Jul 29, 2026
IHT Wealth Management, LLC History No change 895 220 0.0% 0.0% 884 0 0.0% Q2 2026 Aug 14, 2026
PMG Family Office LLC History No change 892 219 0.2% 0.2% 885 0 0.0% Q2 2026 Jul 16, 2026
Vilga Financial Planning LLC History New 937 217 0.13% — 888 +937 New Q3 2026 Oct 08, 2026
Invesco Ltd. History No change 883 217 0.0% 0.0% 886 0 0.0% Q2 2026 Aug 14, 2026
Signet Investment Advisory Group, Inc. History No change 883 217 0.1% 0.1% 887 0 0.0% Q2 2026 Jul 29, 2026
Clarity Wealth Advisors, LLC History No change 881 216 0.04% 0.04% 889 0 0.0% Q2 2026 Jul 24, 2026
RFG HOLDINGS, INC. History No change 875 215 0.05% 0.05% 890 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 889 213 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 05, 2026
Simmons Bank History No change 867 213 0.01% 0.01% 892 0 0.0% Q2 2026 Jul 31, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 858 211 0.01% 0.01% 893 0 0.0% Q2 2026 Aug 14, 2026
MorganRosel Wealth Management, LLC History No change 859 211 0.07% 0.07% 894 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 857 211 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 03, 2026
Brown Miller Wealth Management, LLC History No change 853 210 0.05% 0.05% 896 0 0.0% Q2 2026 Jul 16, 2026
BlackDiamond Wealth Management, LLC History No change 853 210 0.08% 0.08% 897 0 0.0% Q2 2026 Aug 11, 2026
LEE DANNER & BASS INC History No change 850 209 0.01% 0.01% 898 0 0.0% Q2 2026 Jul 21, 2026
Mengis Capital Management, Inc. History No change 850 209 0.03% 0.03% 899 0 0.0% Q2 2026 Jul 28, 2026
Allegheny Financial Group History No change 849 209 0.02% 0.02% 900 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History No change 845 208 0.01% 0.01% 901 0 0.0% Q2 2026 Jul 22, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 849 208 0.1% 0.1% 902 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Financial Services, LLC History No change 843 207 0.03% 0.03% 903 0 0.0% Q2 2026 Jul 15, 2026
Inlight Wealth Management, LLC History No change 837 206 0.07% 0.07% 904 0 0.0% Q2 2026 Jul 28, 2026
Forthright Family Wealth Advisory LLC History No change 838 206 0.12% 0.12% 905 0 0.0% Q2 2026 Jul 16, 2026
Round Rock Advisors LLC History No change 835 205 0.03% 0.03% 906 0 0.0% Q2 2026 Aug 12, 2026
TSA Wealth Managment LLC History No change 826 203 0.06% 0.06% 907 0 0.0% Q2 2026 Aug 03, 2026
Millstone Evans Group, LLC History No change 826 203 0.11% 0.11% 908 0 0.0% Q2 2026 Aug 11, 2026
Jump Financial, LLC History No change 819 201 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 13, 2026
Valeo Financial Advisors, LLC History New 864 200 0.0% — 911 +864 New Q3 2026 Oct 08, 2026
Three Bridge Wealth Advisors, LLC History No change 816 200 0.05% 0.05% 910 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 808 198 0.0% 0.0% 912 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History No change 775 190 0.09% 0.09% 913 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 774 190 0.02% 0.02% 914 0 0.0% Q2 2026 Aug 07, 2026
Financial Perspectives, Inc History No change 768 189 0.05% 0.05% 915 0 0.0% Q2 2026 Jul 24, 2026
Atlatl Advisers LLC History No change 732 180 0.04% 0.04% 916 0 0.0% Q2 2026 Jul 22, 2026
Glassman Wealth Services History No change 675 166 0.02% 0.02% 917 0 0.0% Q2 2026 Aug 05, 2026
Portfolio Resources Advisor Group, Inc. History No change 674 165 0.14% 0.14% 918 0 0.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History No change 638 157 0.0% 0.0% 919 0 0.0% Q2 2026 Jul 27, 2026
SHP Wealth Management History No change 618 152 0.01% 0.01% 920 0 0.0% Q2 2026 Aug 11, 2026
Brooklyn FI, LLC History No change 641 152 0.03% 0.03% 921 0 0.0% Q2 2026 Aug 04, 2026
SYM FINANCIAL Corp History No change 611 150 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 04, 2026
Osbon Capital Management LLC History No change 581 143 0.11% 0.11% 923 0 0.0% Q2 2026 Aug 13, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 573 141 0.06% 0.06% 924 0 0.0% Q2 2026 Jul 22, 2026
Acropolis Investment Management, LLC History No change 596 138 0.01% 0.01% 925 0 0.0% Q3 2026 Oct 08, 2026
Princeton Global Asset Management LLC History No change 559 137 0.02% 0.02% 926 0 0.0% Q2 2026 Jul 16, 2026
ENTRUST FINANCIAL LLC History No change 556 136 0.09% 0.09% 927 0 0.0% Q2 2026 Jul 20, 2026
Fairman Group, LLC History No change 546 134 0.11% 0.11% 928 0 0.0% Q2 2026 Aug 04, 2026
NI ACQUISITIONS COMPANY, LLC History No change 636 127 0.05% 0.05% 929 0 0.0% Q2 2026 Aug 05, 2026
Evolution Advisers, Inc. History No change 498 122 0.04% 0.04% 930 0 0.0% Q2 2026 Jul 31, 2026
Ascentis Wealth Management, LLC History No change 494 121 0.02% 0.02% 931 0 0.0% Q2 2026 Jul 30, 2026
Atomic Invest LLC History No change 478 116 0.01% 0.01% 932 0 0.0% Q2 2026 Sep 25, 2026
Abound Wealth Management History No change 464 114 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 10, 2026
Godfrey Financial Associates, Inc. History No change 454 111 0.08% 0.08% 934 0 0.0% Q2 2026 Aug 11, 2026
Oakworth Capital, Inc. History No change 450 110 0.01% 0.01% 935 0 0.0% Q2 2026 Jul 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 440 108 0.01% 0.01% 936 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 437 107 0.01% 0.01% 937 0 0.0% Q2 2026 Jul 14, 2026
JNBA Financial Advisors History No change 419 103 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 23, 2026
Oakmont Advisory Group, LLC History No change 416 102 0.09% 0.09% 939 0 0.0% Q2 2026 Aug 03, 2026
Addison Advisors LLC History No change 413 101 0.05% 0.05% 940 0 0.0% Q2 2026 Aug 10, 2026
Concord Wealth Partners History No change 405 99 0.01% 0.01% 941 0 0.0% Q2 2026 Jul 27, 2026
CX Institutional History New 422 98 0.0% — 944 +422 New Q3 2026 Oct 02, 2026
Arlington Trust Co LLC History No change 400 98 0.01% 0.01% 942 0 0.0% Q2 2026 Jul 07, 2026
Robinswood Financial LLC History No change 402 98 0.03% 0.03% 943 0 0.0% Q2 2026 Jul 14, 2026
DecisionPoint Financial, LLC History No change 399 97 0.02% 0.02% 945 0 0.0% Q2 2026 Aug 05, 2026
New England Capital Financial Advisors LLC History No change 394 97 0.02% 0.02% 946 0 0.0% Q2 2026 Jul 27, 2026
MeadowBrook Investment Advisors LLC History No change 365 89 0.07% 0.07% 947 0 0.0% Q2 2026 Jul 20, 2026
HHM Wealth Advisors, LLC History No change 352 86 0.01% 0.01% 948 0 0.0% Q2 2026 Jul 13, 2026
United Financial Planning Group LLC History No change 353 86 0.04% 0.04% 949 0 0.0% Q2 2026 Aug 06, 2026
Timbuktu Capital Management, LLC History No change 343 84 0.13% 0.13% 950 0 0.0% Q2 2026 Aug 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 325 80 0.02% 0.02% 951 0 0.0% Q2 2026 Jul 21, 2026
New Republic Capital, LLC History No change 328 80 0.02% 0.02% 952 0 0.0% Q2 2026 Jul 31, 2026
MidFirst Bank History No change 325 80 0.01% 0.01% 953 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 323 79 0.0% 0.0% 954 0 0.0% Q2 2026 Aug 10, 2026
BARRETT & COMPANY, INC. History No change 320 78 0.02% 0.02% 955 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 304 74 0.0% 0.0% 956 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 301 74 0.01% 0.01% 957 0 0.0% Q2 2026 Aug 13, 2026
C M BIDWELL & ASSOCIATES LTD History No change 297 73 0.03% 0.03% 958 0 0.0% Q2 2026 Aug 11, 2026
BOK Financial Private Wealth, Inc. History No change 300 73 0.0% 0.0% 959 0 0.0% Q2 2026 Aug 07, 2026
Bravera Wealth History No change 294 72 0.03% 0.03% 960 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 292 71 0.01% 0.01% 961 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 287 70 0.01% 0.01% 962 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 280 69 0.01% 0.01% 963 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 278 68 0.02% 0.02% 964 0 0.0% Q2 2026 Jul 30, 2026
Burk Holdings LLC History No change 276 67 0.02% 0.02% 965 0 0.0% Q2 2026 Aug 12, 2026
Planning Strategies Inc. History Added to 286 66 0.04% 0.02% 969 +148 107.25% Q3 2026 Oct 02, 2026
First PREMIER Bank History No change 270 66 0.01% 0.01% 966 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 270 66 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 24, 2026
PFS Partners, LLC History No change 269 66 0.03% 0.03% 968 0 0.0% Q2 2026 Jul 20, 2026
Piscataqua Savings Bank History No change 265 65 0.04% 0.04% 970 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Bancorp, Inc. History No change 263 64 0.02% 0.02% 971 0 0.0% Q2 2026 Jul 28, 2026
Rossmore Private Capital History No change 264 64 0.01% 0.01% 972 0 0.0% Q2 2026 Jul 31, 2026
AMERICAN NATIONAL BANK & TRUST History No change 276 63 0.01% 0.01% 973 0 0.0% Q3 2026 Oct 07, 2026
ALBION FINANCIAL GROUP /UT History No change 250 61 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 22, 2026
Cherry Tree Wealth Management, LLC History No change 251 61 0.01% 0.01% 975 0 0.0% Q2 2026 Sep 15, 2026
Washington Trust Advisors, Inc. History No change 245 60 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 29, 2026
WELLINGTON-ALTUS USA INC. History No change 281 57 0.04% 0.04% 977 0 0.0% Q2 2026 Sep 17, 2026
Steigerwald, Gordon & Koch Inc. History No change 222 54 0.01% 0.01% 978 0 0.0% Q2 2026 Jul 22, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 216 53 0.02% 0.02% 979 0 0.0% Q2 2026 Jul 08, 2026
Triumph Capital Management History No change 214 52 0.01% 0.01% 980 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 215 52 0.02% 0.02% 981 0 0.0% Q2 2026 Aug 11, 2026
Bangor Savings Bank History No change 222 51 0.0% 0.0% 982 0 0.0% Q3 2026 Oct 06, 2026
Gladwyn Financial Advisors, Inc. History No change 224 51 0.03% 0.03% 983 0 0.0% Q3 2026 Oct 05, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 200 49 0.02% 0.02% 984 0 0.0% Q2 2026 Aug 14, 2026
Cordgrass Capital Advisors, LLC History No change 200 49 0.02% 0.02% 985 0 0.0% Q2 2026 Aug 06, 2026
Tradewinds Capital Management, LLC History No change 199 48 0.01% 0.01% 986 0 0.0% Q2 2026 Jul 23, 2026
CITY HOLDING CO History No change 193 47 0.01% 0.01% 987 0 0.0% Q2 2026 Jul 10, 2026
West Branch Capital LLC History No change 193 47 0.01% 0.01% 988 0 0.0% Q2 2026 Jul 10, 2026
REAP Financial Group, LLC History No change 188 46 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 04, 2026
Banque Transatlantique SA History No change 187 46 0.0% 0.0% 990 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 190 46 0.02% 0.02% 991 0 0.0% Q2 2026 Jul 30, 2026
MilWealth Group LLC History No change 182 44 0.01% 0.01% 992 0 0.0% Q2 2026 Aug 03, 2026
Caitlin John, LLC History No change 175 43 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 17, 2026
Westend Capital Management, LLC History No change 173 42 0.01% 0.01% 994 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 170 41 0.02% 0.02% 995 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 150 36 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 148 36 0.0% 0.0% 997 0 0.0% Q2 2026 Jul 14, 2026
Western Pacific Wealth Management, LP History No change 150 36 0.03% 0.03% 998 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 147 36 0.01% 0.01% 999 0 0.0% Q2 2026 Aug 11, 2026
Jackson, Grant Investment Advisers, Inc. History No change 143 35 0.01% 0.01% 1000 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 146 35 0.01% 0.01% 1001 0 0.0% Q2 2026 Jul 14, 2026
Copia Wealth Management History No change 146 35 0.02% 0.02% 1002 0 0.0% Q2 2026 Aug 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 139 34 0.0% 0.0% 1003 0 0.0% Q2 2026 Aug 03, 2026
Advanced Asset Management Advisors Inc History No change 141 34 0.01% 0.01% 1004 0 0.0% Q2 2026 Jul 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 142 34 0.0% 0.0% 1005 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 139 34 0.01% 0.01% 1006 0 0.0% Q2 2026 Aug 13, 2026
Walsh & Associates, LLC History No change 137 33 0.03% 0.03% 1007 0 0.0% Q2 2026 Jul 21, 2026
FAS Wealth Partners, Inc. History No change 127 31 0.0% 0.0% 1008 0 0.0% Q2 2026 Jul 29, 2026
Clark Wealth Partners History No change 127 31 0.02% 0.02% 1009 0 0.0% Q2 2026 Jul 28, 2026
Wilmington Savings Fund Society, FSB History No change 124 30 0.0% 0.0% 1010 0 0.0% Q2 2026 Jul 28, 2026
Center for Financial Planning, Inc. History No change 122 30 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 21, 2026
Golden State Wealth Management, LLC History No change 114 28 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 22, 2026
Operose Advisors LLC History No change 116 28 0.01% 0.01% 1013 0 0.0% Q2 2026 Aug 13, 2026
Quent Capital, LLC History No change 117 28 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 07, 2026
Pacifica Partners Inc. History New 118 27 0.01% — 1018 +118 New Q3 2026 Oct 08, 2026
Wagner Wealth Management, LLC History No change 113 27 0.0% 0.0% 1015 0 0.0% Q2 2026 Jul 24, 2026
Sankala Group LLC History No change 111 27 0.02% 0.02% 1016 0 0.0% Q2 2026 Aug 18, 2026
TIAA Wealth Investment Management LLC History No change 113 27 0.0% 0.0% 1017 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 106 26 0.0% 0.0% 1019 0 0.0% Q2 2026 Jul 20, 2026
Meramec Financial Planners, LLC History No change 110 26 0.01% 0.01% 1020 0 0.0% Q2 2026 Jul 28, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 107 26 0.01% 0.01% 1021 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 105 25 0.0% 0.0% 1022 0 0.0% Q2 2026 Aug 10, 2026
DT Investment Partners, LLC History No change 103 25 0.0% 0.0% 1023 0 0.0% Q2 2026 Jul 27, 2026
Park Place Capital Corp History No change 100 24 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 13, 2026
Wallace Hart LLC History No change 100 24 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 98 24 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 11, 2026
Kroeger Financial Partners History No change 99 24 0.02% 0.02% 1027 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 97 23 0.0% 0.0% 1028 0 0.0% Q2 2026 Sep 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 96 23 0.0% 0.0% 1029 0 0.0% Q2 2026 Jul 27, 2026
Kingdom Financial Group LLC. History No change 89 21 0.01% 0.01% 1030 0 0.0% Q2 2026 Aug 07, 2026
Orion Capital Management LLC History No change 82 20 0.01% 0.01% 1031 0 0.0% Q2 2026 Aug 17, 2026
Allied Private Wealth LLC History No change 80 19 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 76 18 0.0% 0.0% 1033 0 0.0% Q2 2026 Sep 02, 2026
Vermillion Wealth Management, Inc. History No change 77 18 0.0% 0.0% 1034 0 0.0% Q2 2026 Jul 15, 2026
Truvestments Capital LLC History No change 74 18 0.0% 0.0% 1035 0 0.0% Q2 2026 Aug 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 70 17 0.0% 0.0% 1036 0 0.0% Q2 2026 Jul 21, 2026
EFG International AG History No change 70 17 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 68 16 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 11, 2026
Networth Advisors, LLC History No change 64 15 0.01% 0.01% 1039 0 0.0% Q2 2026 Jul 22, 2026
Manchester Capital Management LLC History No change 59 14 0.0% 0.0% 1040 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 60 14 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Financial Management LLC History No change 53 13 0.01% 0.01% 1042 0 0.0% Q2 2026 Aug 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 48 12 0.01% 0.01% 1043 0 0.0% Q2 2026 Aug 18, 2026
Pinnacle Wealth Planning Services, Inc. History No change 52 12 0.0% 0.0% 1044 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 50 12 0.0% 0.0% 1045 0 0.0% Q2 2026 Jul 31, 2026
IAG Wealth Partners, LLC History No change 50 12 0.0% 0.0% 1046 0 0.0% Q2 2026 Aug 06, 2026
Moisand Fitzgerald Tamayo, LLC History No change 45 11 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 13, 2026
Transce3nd, LLC History No change 49 11 0.1% 0.1% 1048 0 0.0% Q2 2026 Jul 24, 2026
Beacon Financial Strategies CORP History No change 44 10 0.0% 0.0% 1049 0 0.0% Q2 2026 Jul 08, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 38 9 0.01% 0.01% 1050 0 0.0% Q2 2026 Jul 09, 2026
HM PAYSON & CO History No change 35 8 0.0% 0.0% 1051 0 0.0% Q2 2026 Jul 17, 2026
WealthShield Partners, LLC History No change 36 8 0.0% 0.0% 1052 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 35 8 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 22, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 33 8 0.0% 0.0% 1054 0 0.0% Q2 2026 Jul 14, 2026
Pillar Financial Advisors, LLC History No change 36 8 0.0% 0.0% 1055 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY ADVISORS, INC. History No change 32 7 0.0% 0.0% 1056 0 0.0% Q2 2026 Jul 24, 2026
Founders Financial Alliance, LLC History No change 27 6 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 04, 2026
Advocate Investing Services LLC History No change 27 6 0.0% 0.0% 1058 0 0.0% Q2 2026 Jul 28, 2026
Cheviot Value Management, LLC History No change 17 4 0.0% 0.0% 1059 0 0.0% Q2 2026 Aug 06, 2026
Minot DeBlois Advisors LLC History No change 20 4 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 18 4 0.0% 0.0% 1061 0 0.0% Q2 2026 Jul 21, 2026
Murphy & Mullick Capital Management Corp History No change 20 4 0.0% 0.0% 1062 0 0.0% Q2 2026 Aug 14, 2026
NBH Bank History No change 19 4 0.0% 0.0% 1063 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 16 3 0.0% 0.0% 1064 0 0.0% Q2 2026 Jul 30, 2026
Strive Financial Group ,LLC History No change 14 3 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 14, 2026
NorthAvenue LLC History No change 16 3 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 21, 2026
ASHTON THOMAS SECURITIES, LLC History No change 12 2 0.0% 0.0% 1067 0 0.0% Q2 2026 Jul 27, 2026
SOA Wealth Advisors, LLC. History No change 11 2 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 10 2 0.0% 0.0% 1069 0 0.0% Q2 2026 Jul 23, 2026
Wiser Advisor Group LLC History No change 8 2 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 14, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 5 1 0.0% 0.0% 1071 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 8 1 0.0% 0.0% 1072 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 5 1 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 13, 2026
Signature Resources Capital Management, LLC History No change 7 1 0.0% 0.0% 1074 0 0.0% Q2 2026 Jul 13, 2026
WEST PACES ADVISORS INC. History No change 5 1 0.0% 0.0% 1075 0 0.0% Q2 2026 Jul 17, 2026
Central Pacific Bank - Trust Division History No change 6 1 0.0% 0.0% 1076 0 0.0% Q3 2026 Oct 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 7 1 0.0% 0.0% 1077 0 0.0% Q2 2026 Jul 15, 2026
Napier Financial, LLC History No change 7 1 0.0% 0.0% 1078 0 0.0% Q2 2026 Jul 31, 2026
Worth Asset Management, LLC History Closed out 0 0 — 0.25% — -3,197 -100.0% Q3 2026 Oct 07, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Financial Gravity Companies, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Kozak & Associates, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Elevated Capital Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Mosley Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
KERR FINANCIAL PLANNING Corp History No change 3 0 — — — 0 0.0% Q2 2026 Jul 02, 2026