VANGUARD STAR FUNDS - VXUS

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
VANGUARD ADVISERS INC History No change 89,614,585 7,661,149 26.07% 26.07% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 24,262,281 2,074,182 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History No change 18,045,200 1,532,578 4.42% 4.42% 3 0 0.0% Q2 2026 Aug 17, 2026
MORGAN STANLEY History No change 15,670,131 1,339,639 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 13, 2026
Narodna banka Slovenska History No change 14,913,131 1,273,133 36.47% 36.47% 5 0 0.0% Q2 2026 Jul 09, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,227,362 1,045,317 0.25% 0.25% 6 0 0.0% Q2 2026 Sep 23, 2026
JANE STREET GROUP, LLC History No change 8,437,553 721,326 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 8,363,846 707,519 3.97% 3.97% 8 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 6,789,417 580,410 0.53% 0.53% 9 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 6,583,331 562,808 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 6,446,651 551,124 3.03% 3.03% 11 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 6,284,639 537,274 1.24% 1.24% 12 0 0.0% Q2 2026 Jul 27, 2026
LPL Financial LLC History No change 5,816,052 497,214 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 07, 2026
Aptus Capital Advisors, LLC History No change 5,741,209 490,815 3.36% 3.36% 14 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 5,470,609 467,657 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 5,278,243 451,237 6.03% 6.03% 16 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 4,824,800 412,472 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 4,816,465 411,759 0.07% 0.07% 18 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 4,485,289 383,447 0.37% 0.37% 19 0 0.0% Q2 2026 Aug 05, 2026
SG Americas Securities, LLC History No change 4,000,000 341,960 0.19% 0.19% 20 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,989,477 341,060 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 14, 2026
Sageworth Trust Co History No change 3,822,374 326,774 12.87% 12.87% 22 0 0.0% Q2 2026 Jul 28, 2026
Jupiter Topco LLC History No change 2,961,440 253,173 0.1% 0.1% 23 0 0.0% Q2 2026 Aug 14, 2026
Angeles Investment Advisors, LLC History No change 2,790,197 238,533 14.33% 14.33% 24 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 2,512,181 214,795 0.25% 0.25% 25 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 2,401,522 205,306 11.19% 11.19% 26 0 0.0% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 2,246,322 192,038 5.61% 5.61% 27 0 0.0% Q2 2026 Jul 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,210,219 188,951 0.23% 0.23% 28 0 0.0% Q2 2026 Aug 19, 2026
Tidal Investments LLC History No change 2,152,807 184,043 0.32% 0.32% 29 0 0.0% Q2 2026 Aug 13, 2026
UNIVEST FINANCIAL Corp History No change 2,151,995 183,974 9.03% 9.03% 30 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,164,896 181,708 0.3% 0.3% 31 0 0.0% Q2 2026 Jul 15, 2026
Cerity Partners LLC History No change 2,257,242 180,690 0.22% 0.22% 32 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 1,990,294 170,150 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 27, 2026
SEI INVESTMENTS CO History No change 1,952,533 166,922 0.15% 0.15% 34 0 0.0% Q2 2026 Aug 14, 2026
First American Financial Corp History No change 1,918,164 163,983 42.0% 42.0% 35 0 0.0% Q2 2026 Aug 10, 2026
Atomic Invest LLC History No change 1,836,573 155,952 13.7% 13.7% 36 0 0.0% Q2 2026 Sep 25, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,815,825 155,234 0.24% 0.24% 37 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,766,385 150,019 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 1,739,716 148,728 1.4% 1.4% 39 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,720,778 147,123 6.72% 6.72% 40 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 1,700,391 145,366 0.15% 0.15% 41 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 1,531,351 130,915 0.2% 0.2% 42 0 0.0% Q2 2026 Aug 13, 2026
GREENWOOD GEARHART LLC History No change 1,474,438 126,049 5.87% 5.87% 43 0 0.0% Q2 2026 Jul 24, 2026
LINCOLN NATIONAL CORP History No change 1,439,435 123,057 3.15% 3.15% 44 0 0.0% Q2 2026 Aug 07, 2026
Allen Investment Management, LLC History No change 1,395,132 119,269 1.42% 1.42% 45 0 0.0% Q2 2026 Aug 05, 2026
SENTINEL TRUST CO LBA History No change 1,370,361 117,152 10.37% 10.37% 46 0 0.0% Q2 2026 Jul 13, 2026
Gleason Group, Inc. History No change 1,352,080 115,589 10.09% 10.09% 47 0 0.0% Q2 2026 Jul 13, 2026
Global Endowment Management, LP History No change 1,217,344 104,071 10.55% 10.55% 48 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,341,785 103,465 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,193,241 102,010 0.49% 0.49% 50 0 0.0% Q2 2026 Sep 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,160,076 99,174 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 12, 2026
Capstone Financial Advisors, Inc. History No change 1,153,621 98,623 4.8% 4.8% 52 0 0.0% Q2 2026 Aug 14, 2026
Obermeyer Wealth Partners History No change 1,144,537 97,846 4.0% 4.0% 53 0 0.0% Q2 2026 Jul 29, 2026
Roble, Belko & Company, Inc History No change 1,102,361 94,241 10.19% 10.19% 54 0 0.0% Q2 2026 Jul 24, 2026
Mesirow Financial Investment Management, Inc. History No change 1,099,337 93,983 1.48% 1.48% 55 0 0.0% Q2 2026 Jul 22, 2026
FIRST NATIONAL BANK OF OMAHA History No change 1,084,665 92,122 2.6% 2.6% 56 0 0.0% Q2 2026 Aug 07, 2026
St. Louis Trust Co History No change 1,208,887 91,629 10.47% 10.47% 57 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 1,052,877 90,011 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 1,043,855 89,239 1.7% 1.7% 59 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 1,099,658 89,190 0.26% 0.26% 60 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,033,613 88,363 0.11% 0.11% 61 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 1,026,457 87,734 0.09% 0.09% 62 0 0.0% Q2 2026 Aug 13, 2026
Verus Financial Partners, Inc. History No change 1,025,567 87,675 7.5% 7.5% 63 0 0.0% Q2 2026 Jul 21, 2026
AMG National Trust Bank History No change 1,004,549 85,878 1.76% 1.76% 64 0 0.0% Q2 2026 Aug 06, 2026
Pathstone Holdings, LLC History No change 998,798 85,387 0.25% 0.25% 65 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 995,159 85,076 8.11% 8.11% 66 0 0.0% Q2 2026 Jul 24, 2026
Creative Planning History No change 993,943 84,972 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 13, 2026
Luminvest Wealth Management LLC History No change 995,284 84,706 19.68% 19.68% 68 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 952,246 81,407 0.17% 0.17% 69 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 917,505 78,437 0.36% 0.36% 70 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 918,060 77,557 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 893,166 76,356 1.46% 1.46% 72 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 883,797 75,555 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 840,553 71,858 0.53% 0.53% 74 0 0.0% Q2 2026 Aug 14, 2026
3EDGE Asset Management, LP History No change 795,189 67,980 3.03% 3.03% 75 0 0.0% Q2 2026 Jul 27, 2026
Towneley Capital Management, Inc / DE History Reduced 794,281 67,482 13.37% 13.56% 76 -13,921 -1.72% Q3 2026 Oct 09, 2026
Equitable Holdings, Inc. History No change 788,540 67,412 0.4% 0.4% 77 0 0.0% Q2 2026 Aug 17, 2026
Greenline Partners, LLC History No change 781,904 66,844 6.8% 6.8% 78 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 760,554 65,019 0.3% 0.3% 79 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 760,173 64,987 0.36% 0.36% 80 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 742,585 63,483 0.29% 0.29% 81 0 0.0% Q2 2026 Aug 18, 2026
Haverford Trust Co History No change 742,447 63,471 0.55% 0.55% 82 0 0.0% Q2 2026 Aug 12, 2026
SAM Advisors, LLC History No change 736,191 62,936 17.18% 17.18% 83 0 0.0% Q2 2026 Aug 13, 2026
25 LLC History No change 728,825 62,307 17.06% 17.06% 84 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 726,955 62,147 2.13% 2.13% 85 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 725,063 61,985 0.12% 0.12% 86 0 0.0% Q2 2026 Aug 07, 2026
Topsail Wealth Management, LLC History No change 705,274 60,293 7.7% 7.7% 87 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 668,059 57,112 0.18% 0.18% 88 0 0.0% Q2 2026 Jul 28, 2026
Woodbridge CO LTD History No change 668,000 57,107 0.23% 0.23% 89 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 655,635 56,050 0.31% 0.31% 90 0 0.0% Q2 2026 Aug 13, 2026
White Lighthouse Investment Management Inc. History No change 641,058 54,804 6.83% 6.83% 91 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 639,368 54,659 0.09% 0.09% 92 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 633,831 54,186 1.57% 1.57% 93 0 0.0% Q2 2026 Aug 04, 2026
Tenon Financial LLC History No change 623,658 53,316 17.15% 17.15% 94 0 0.0% Q2 2026 Jul 24, 2026
IMA Advisory Services, Inc. History No change 622,737 53,210 3.33% 3.33% 95 0 0.0% Q2 2026 Aug 10, 2026
NORTHERN TRUST CORP History No change 617,531 52,792 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 611,628 52,288 0.76% 0.76% 97 0 0.0% Q2 2026 Aug 14, 2026
Peak Financial Management, Inc. History No change 600,302 51,319 11.78% 11.78% 98 0 0.0% Q2 2026 Jul 20, 2026
James J. Burns & Company, LLC History No change 578,892 49,489 5.36% 5.36% 99 0 0.0% Q2 2026 Aug 06, 2026
GeoWealth Management, LLC History No change 570,737 48,791 1.53% 1.53% 100 0 0.0% Q2 2026 Jul 30, 2026
Prospera Capital Management, LLC History No change 553,628 47,672 14.91% 14.91% 101 0 0.0% Q2 2026 Jul 27, 2026
N.E.W. Advisory Services LLC History No change 556,568 47,581 3.18% 3.18% 102 0 0.0% Q2 2026 Aug 06, 2026
ASSETMARK, INC History No change 553,794 47,343 0.08% 0.08% 103 0 0.0% Q2 2026 Jul 30, 2026
TRB Wealth Management, LLC History No change 529,782 45,291 6.03% 6.03% 104 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 528,791 45,206 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Souders Financial Advisors History No change 521,383 44,573 4.48% 4.48% 106 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 521,334 44,568 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History No change 519,610 44,421 2.29% 2.29% 108 0 0.0% Q2 2026 Jul 28, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 510,479 43,640 2.63% 2.63% 109 0 0.0% Q2 2026 Jul 31, 2026
BROWN ADVISORY INC History No change 504,459 43,126 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 502,200 42,923 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 13, 2026
Standpoint Asset Management, LLC History No change 494,100 42,240 8.86% 8.86% 112 0 0.0% Q2 2026 Jul 23, 2026
WBH ADVISORY INC History No change 486,009 41,548 2.79% 2.79% 113 0 0.0% Q2 2026 Aug 05, 2026
Focus Financial Network, Inc. History No change 481,632 41,174 1.27% 1.27% 114 0 0.0% Q2 2026 Jul 09, 2026
MAI Capital Management History No change 474,579 40,571 0.15% 0.15% 115 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 468,494 40,052 0.07% 0.07% 116 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 450,615 38,523 0.16% 0.16% 117 0 0.0% Q2 2026 Aug 11, 2026
Bragg Financial Advisors, Inc History No change 446,466 38,168 1.02% 1.02% 118 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 445,380 38,075 0.95% 0.95% 119 0 0.0% Q2 2026 Jul 28, 2026
Abacus Planning Group, Inc. History No change 443,771 37,938 4.69% 4.69% 120 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 434,154 37,115 0.13% 0.13% 121 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 431,849 36,918 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 07, 2026
Wedmont Private Capital History Added to 430,280 36,186 0.87% 0.7% 123 +129,182 42.9% Q3 2026 Oct 09, 2026
Connecticut Wealth Management, LLC History No change 422,803 36,145 1.34% 1.34% 124 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 420,091 35,913 0.11% 0.11% 125 0 0.0% Q2 2026 Aug 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 419,285 35,844 2.63% 2.63% 126 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 418,019 35,736 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 415,990 35,562 0.34% 0.34% 128 0 0.0% Q2 2026 Aug 06, 2026
BURRUS FINANCIAL SERVICES, INC. History No change 405,599 34,674 15.05% 15.05% 129 0 0.0% Q2 2026 Jul 20, 2026
STUART INVESTMENT ADVISORS, INC. History No change 401,654 34,337 13.81% 13.81% 130 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 399,872 34,185 0.04% 0.04% 131 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Partners, LTD. History No change 393,154 33,610 0.34% 0.34% 132 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 390,580 33,390 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 389,370 33,287 0.15% 0.15% 134 0 0.0% Q2 2026 Aug 13, 2026
Hardy Reed LLC History No change 381,595 32,622 2.09% 2.09% 135 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 377,384 32,262 0.21% 0.21% 136 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 371,312 31,743 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 370,656 31,687 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 13, 2026
Curran Financial Partners, LLC History No change 370,419 31,667 4.71% 4.71% 139 0 0.0% Q2 2026 Aug 12, 2026
Manuka Financial, LLC History No change 361,433 30,898 16.04% 16.04% 140 0 0.0% Q2 2026 Jul 31, 2026
Joseph Group Capital Management History No change 358,140 30,617 6.43% 6.43% 141 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 356,275 30,457 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 356,067 30,440 4.78% 4.78% 143 0 0.0% Q2 2026 Jul 23, 2026
SCOTIA CAPITAL INC. History No change 355,676 30,407 0.11% 0.11% 144 0 0.0% Q2 2026 Aug 11, 2026
Sunflower Bank, N.A. History No change 353,954 30,259 7.23% 7.23% 145 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 344,219 29,427 4.42% 4.42% 146 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 342,216 29,256 0.08% 0.08% 147 0 0.0% Q2 2026 Aug 11, 2026
Juno Financial Group LLC History No change 337,147 28,822 10.22% 10.22% 148 0 0.0% Q2 2026 Aug 04, 2026
OneAscent Financial Services LLC History No change 335,307 28,665 1.37% 1.37% 149 0 0.0% Q2 2026 Aug 11, 2026
Professional Financial Advisors, LLC History No change 334,704 28,613 4.95% 4.95% 150 0 0.0% Q2 2026 Jul 09, 2026
Pacific Center for Financial Services History No change 332,583 28,432 6.34% 6.34% 151 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 330,495 28,254 1.45% 1.45% 152 0 0.0% Q2 2026 Aug 07, 2026
STONE LOFT WEALTH MANAGEMENT LLC History No change 330,933 28,125 16.0% 16.0% 153 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 327,624 28,008 0.38% 0.38% 154 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Management, Inc. History No change 327,338 27,984 8.57% 8.57% 155 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 322,337 27,556 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 11, 2026
FIDELIS iM, LLC History No change 321,008 27,442 9.36% 9.36% 157 0 0.0% Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History No change 318,963 27,268 0.56% 0.56% 158 0 0.0% Q2 2026 Aug 06, 2026
Shelter Mutual Insurance Co History No change 314,823 26,914 5.69% 5.69% 159 0 0.0% Q2 2026 Aug 11, 2026
Cairn Investment Group, Inc. History No change 311,629 26,641 11.75% 11.75% 160 0 0.0% Q2 2026 Jul 28, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 310,372 26,533 3.36% 3.36% 161 0 0.0% Q2 2026 Jul 31, 2026
RESOLUTE CAPITAL, LLC History No change 310,114 26,511 9.15% 9.15% 162 0 0.0% Q2 2026 Jul 29, 2026
Arbor Wealth Advisors LLC History Reduced 310,134 26,349 16.41% 16.39% 163 -3,416 -1.09% Q3 2026 Oct 09, 2026
Pinnacle Financial Partners, Inc. History No change 305,583 26,124 0.18% 0.18% 164 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 300,174 25,661 0.49% 0.49% 165 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 298,111 25,485 0.06% 0.06% 166 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 296,442 25,342 0.17% 0.17% 167 0 0.0% Q2 2026 Sep 08, 2026
Estate Counselors, LLC History No change 296,146 25,317 2.18% 2.18% 168 0 0.0% Q2 2026 Aug 07, 2026
SVRN Asset Management, LLC History No change 292,857 25,036 12.87% 12.87% 169 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 291,213 24,895 0.21% 0.21% 170 0 0.0% Q2 2026 Aug 06, 2026
Choate Investment Advisors History No change 286,869 24,524 0.43% 0.43% 171 0 0.0% Q2 2026 Aug 11, 2026
Navalign, LLC History No change 285,185 24,380 5.68% 5.68% 172 0 0.0% Q2 2026 Jul 27, 2026
Seneca Financial Advisors LLC History No change 283,926 24,272 6.3% 6.3% 173 0 0.0% Q2 2026 Jul 27, 2026
XP Advisory US, Inc. History No change 280,137 23,948 13.12% 13.12% 174 0 0.0% Q2 2026 Jul 30, 2026
Clarity Wealth Advisors, LLC History No change 272,333 23,281 4.11% 4.11% 175 0 0.0% Q2 2026 Jul 24, 2026
Family CFO Inc History No change 271,144 23,180 8.92% 8.92% 176 0 0.0% Q2 2026 Jul 20, 2026
Factor Wealth Management LTD History Added to 269,930 22,933 3.51% 3.4% 177 +6,523 2.48% Q3 2026 Oct 08, 2026
Sellwood Investment Partners LLC History No change 263,334 22,512 7.94% 7.94% 178 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 259,347 22,171 0.13% 0.13% 179 0 0.0% Q2 2026 Aug 14, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 254,952 21,795 5.7% 5.7% 180 0 0.0% Q2 2026 Jul 13, 2026
PFG Advisors History No change 254,291 21,739 1.1% 1.1% 181 0 0.0% Q2 2026 Jul 16, 2026
SYKON CAPITAL LLC History No change 252,242 21,564 6.64% 6.64% 182 0 0.0% Q2 2026 Aug 12, 2026
Prime Buchholz LLC History No change 251,639 21,512 7.75% 7.75% 183 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 252,194 21,426 0.15% 0.14% 184 +42,084 20.03% Q3 2026 Oct 08, 2026
Drystone LLC History No change 244,750 20,923 17.2% 17.2% 185 0 0.0% Q2 2026 Jul 24, 2026
EP Wealth Advisors, LLC History No change 240,547 20,564 0.08% 0.08% 186 0 0.0% Q2 2026 Aug 11, 2026
OKABENA INVESTMENT SERVICES INC History No change 239,553 20,479 3.66% 3.66% 187 0 0.0% Q2 2026 Aug 04, 2026
CARDIFF PARK ADVISORS, LLC History No change 239,479 20,473 1.59% 1.59% 188 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 238,561 20,394 7.39% 7.39% 189 0 0.0% Q2 2026 Aug 10, 2026
David Kennon Inc History No change 232,552 19,880 6.57% 6.57% 190 0 0.0% Q2 2026 Jul 22, 2026
Gibson Wealth Advisors LLC History No change 231,843 19,829 12.37% 12.37% 191 0 0.0% Q2 2026 Jul 14, 2026
Quantinno Capital Management LP History No change 230,783 19,729 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 13, 2026
McCarthy Asset Management, Inc. History No change 230,112 19,672 9.32% 9.32% 193 0 0.0% Q2 2026 Aug 10, 2026
Breakwater Investment Management History No change 224,508 19,193 6.53% 6.53% 194 0 0.0% Q2 2026 Aug 06, 2026
Greenbush Financial Group, LLC History No change 224,147 19,162 5.63% 5.63% 195 0 0.0% Q2 2026 Jul 21, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History No change 221,656 18,949 1.53% 1.53% 196 0 0.0% Q2 2026 Aug 07, 2026
GRANVILLE CAPITAL, INC. History No change 220,519 18,852 8.42% 8.42% 197 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 220,404 18,842 0.18% 0.18% 198 0 0.0% Q2 2026 Aug 05, 2026
CSM Advisors, LLC History No change 220,037 18,811 0.4% 0.4% 199 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 219,368 18,753 0.81% 0.81% 200 0 0.0% Q2 2026 Jul 22, 2026
B.O.S.S. Retirement Advisors, LLC History No change 218,703 18,696 5.05% 5.05% 201 0 0.0% Q2 2026 Jul 20, 2026
Callan Family Office, LLC History No change 217,223 18,570 0.36% 0.36% 202 0 0.0% Q2 2026 Aug 11, 2026
New England Private Wealth Advisors LLC History No change 222,358 18,544 1.79% 1.79% 203 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 218,124 18,440 0.05% 0.05% 204 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 214,786 18,362 0.16% 0.16% 205 0 0.0% Q2 2026 Aug 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 213,815 18,279 4.54% 4.54% 206 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 213,801 18,277 0.21% 0.21% 207 0 0.0% Q2 2026 Aug 12, 2026
Shade Tree Advisors LLC History No change 212,794 18,191 10.59% 10.59% 208 0 0.0% Q2 2026 Aug 04, 2026
Legacy Private Trust Co. History Reduced 213,841 18,167 0.99% 1.02% 209 -2,101 -0.97% Q3 2026 Oct 06, 2026
OPPENHEIMER & CO INC History No change 211,679 18,096 0.19% 0.19% 210 0 0.0% Q2 2026 Aug 03, 2026
Sage Mountain Advisors LLC History No change 211,636 18,092 1.11% 1.11% 211 0 0.0% Q2 2026 Aug 05, 2026
Brooklyn FI, LLC History No change 212,940 17,967 3.29% 3.29% 212 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 209,889 17,943 0.2% 0.2% 213 0 0.0% Q2 2026 Aug 12, 2026
GuidedMoney, LLC History No change 206,270 17,634 8.16% 8.16% 214 0 0.0% Q2 2026 Jul 28, 2026
Twin Tree Management, LP History No change 205,800 17,593 0.33% 0.33% 215 0 0.0% Q2 2026 Aug 12, 2026
Index Fund Advisors, Inc. History No change 204,714 17,501 0.69% 0.69% 216 0 0.0% Q2 2026 Aug 12, 2026
Berman McAleer LLC History No change 201,747 17,247 2.0% 2.0% 217 0 0.0% Q2 2026 Jul 16, 2026
Mallini Complete Financial Planning LLC History Added to 199,512 16,950 11.88% 12.04% 218 +2,037 1.03% Q3 2026 Oct 06, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 197,774 16,907 0.32% 0.32% 219 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 196,113 16,765 0.3% 0.3% 220 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 195,769 16,736 0.09% 0.09% 221 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 192,726 16,341 0.21% 0.22% 222 +5,156 2.75% Q3 2026 Oct 08, 2026
Swisher Financial Concepts, Inc. History No change 188,279 16,095 10.14% 10.14% 223 0 0.0% Q2 2026 Aug 06, 2026
Charis Legacy Partners, LLC History No change 186,940 15,981 19.65% 19.65% 224 0 0.0% Q2 2026 Jul 09, 2026
Genesis Wealth Advisors, LLC History No change 186,785 15,968 9.55% 9.55% 225 0 0.0% Q2 2026 Aug 07, 2026
CWS Financial Advisors, LLC History No change 184,623 15,783 3.5% 3.5% 226 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 182,597 15,610 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 05, 2026
Tribridge Partners Financial LLC History No change 185,459 15,539 6.09% 6.09% 228 0 0.0% Q2 2026 Aug 04, 2026
Centric Wealth Management History No change 180,068 15,284 2.38% 2.38% 229 0 0.0% Q2 2026 Aug 06, 2026
Schulz Wealth, LTD. History No change 178,505 15,260 7.88% 7.88% 230 0 0.0% Q2 2026 Aug 26, 2026
Sequoia Financial Advisors, LLC History No change 177,910 15,209 0.08% 0.08% 231 0 0.0% Q2 2026 Jul 17, 2026
Diversified Trust Co History No change 176,543 15,092 0.24% 0.24% 232 0 0.0% Q2 2026 Jul 17, 2026
Calydon Capital History No change 174,381 14,907 2.18% 2.18% 233 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 173,000 14,789 0.0% 0.0% 234 0 0.0% Q2 2026 Sep 02, 2026
Arkadios Wealth Advisors History No change 170,811 14,602 0.22% 0.22% 235 0 0.0% Q2 2026 Aug 10, 2026
Dodds Wealth, LLC History No change 170,734 14,596 3.28% 3.28% 236 0 0.0% Q2 2026 Aug 06, 2026
Sageworth Trust Co of South Dakota History No change 169,729 14,510 8.95% 8.95% 237 0 0.0% Q2 2026 Jul 28, 2026
Dynamic Advisor Solutions LLC History No change 168,907 14,439 0.41% 0.41% 238 0 0.0% Q2 2026 Jul 07, 2026
BFSG, LLC History No change 167,054 14,281 1.27% 1.27% 239 0 0.0% Q2 2026 Jul 20, 2026
L.K. Benson & Company, P.C. History No change 166,775 14,257 4.3% 4.3% 240 0 0.0% Q2 2026 Jul 24, 2026
Wrenne Financial Planning LLC History No change 164,437 14,057 4.75% 4.75% 241 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 163,207 13,952 0.14% 0.14% 242 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 159,878 13,667 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 158,701 13,567 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 156,266 13,359 0.48% 0.48% 245 0 0.0% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History No change 154,372 13,197 0.2% 0.2% 246 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 153,400 13,114 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 151,127 12,919 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
Davidson Kahn Capital Management, LLC History No change 149,714 12,822 5.51% 5.51% 249 0 0.0% Q2 2026 Jul 14, 2026
Northstar Group, Inc. History No change 149,816 12,807 1.65% 1.65% 250 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 148,510 12,696 0.24% 0.24% 251 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 148,491 12,690 0.33% 0.33% 252 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 147,074 12,573 0.49% 0.49% 253 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 146,093 12,489 0.06% 0.06% 254 0 0.0% Q2 2026 Aug 03, 2026
BANK OF HAWAII History No change 142,511 12,183 0.6% 0.6% 255 0 0.0% Q2 2026 Aug 13, 2026
Sunesis Advisors, LLC History No change 142,206 12,157 5.03% 5.03% 256 0 0.0% Q2 2026 Jul 10, 2026
Applied Capital LLC History No change 141,621 12,107 3.9% 3.9% 257 0 0.0% Q2 2026 Jul 21, 2026
XY Planning Network, Inc. History No change 141,044 12,057 1.51% 1.51% 258 0 0.0% Q2 2026 Jul 14, 2026
Winthrop Advisory Group LLC History No change 140,134 11,980 0.81% 0.81% 259 0 0.0% Q2 2026 Jul 17, 2026
MontVue Capital Management, Inc. History No change 139,022 11,884 6.84% 6.84% 260 0 0.0% Q2 2026 Jul 27, 2026
Intelligent Financial Strategies History No change 138,507 11,840 5.7% 5.7% 261 0 0.0% Q2 2026 Jul 23, 2026
Discipline Wealth Solutions, LLC History No change 137,869 11,786 1.03% 1.03% 262 0 0.0% Q2 2026 Jul 21, 2026
New Covenant Trust Company, N.A. History Added to 138,502 11,767 8.14% 8.31% 263 +9,517 7.38% Q3 2026 Oct 08, 2026
Legacy Advisors, LLC History No change 137,571 11,760 1.1% 1.1% 264 0 0.0% Q2 2026 Jul 24, 2026
FIDUCIARY ADVISORS, INC. History No change 137,444 11,750 7.91% 7.91% 265 0 0.0% Q2 2026 Jul 24, 2026
SYM FINANCIAL Corp History No change 136,634 11,680 0.94% 0.94% 266 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 136,496 11,669 0.12% 0.12% 267 0 0.0% Q2 2026 Aug 10, 2026
Meriwether Wealth & Planning, LLC History No change 135,861 11,614 5.76% 5.76% 268 0 0.0% Q2 2026 Jul 08, 2026
Pinnacle Wealth Management Group, Inc. History No change 134,548 11,502 5.37% 5.37% 269 0 0.0% Q2 2026 Jul 15, 2026
Ashton Thomas Private Wealth, LLC History No change 133,629 11,423 0.24% 0.24% 270 0 0.0% Q2 2026 Jul 29, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 133,266 11,392 1.69% 1.69% 271 0 0.0% Q2 2026 Aug 13, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 133,048 11,374 3.23% 3.23% 272 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 131,198 11,216 1.05% 1.05% 273 0 0.0% Q2 2026 Jul 21, 2026
Beacon Financial Strategies CORP History No change 130,455 11,152 5.54% 5.54% 274 0 0.0% Q2 2026 Jul 08, 2026
Optas, LLC History No change 129,736 11,091 1.55% 1.55% 275 0 0.0% Q2 2026 Jul 21, 2026
Nicholas Hoffman & Company, LLC. History No change 128,977 11,026 0.23% 0.23% 276 0 0.0% Q2 2026 Aug 04, 2026
Clarity Capital Advisors, LLC History No change 128,733 11,005 4.61% 4.61% 277 0 0.0% Q2 2026 Jul 13, 2026
Friday Financial History Added to 129,934 10,974 2.17% 1.03% 278 +84,405 185.39% Q3 2026 Oct 09, 2026
Madison Park Capital Advisors, LLC History No change 127,551 10,904 7.77% 7.77% 279 0 0.0% Q2 2026 Jul 07, 2026
GLENMEDE TRUST CO NA History No change 126,566 10,820 0.05% 0.05% 280 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 123,675 10,573 0.13% 0.13% 281 0 0.0% Q2 2026 Aug 18, 2026
M Wealth Management, LLC History No change 123,490 10,557 8.29% 8.29% 282 0 0.0% Q2 2026 Jul 27, 2026
Concurrent Investment Advisors, LLC History No change 123,425 10,551 0.09% 0.09% 283 0 0.0% Q2 2026 Jul 27, 2026
San Luis Wealth Advisors LLC History No change 123,273 10,538 1.59% 1.59% 284 0 0.0% Q2 2026 Jul 16, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 122,607 10,481 3.63% 3.63% 285 0 0.0% Q2 2026 Jul 23, 2026
Aperture Investors, LLC History No change 122,377 10,462 0.95% 0.95% 286 0 0.0% Q2 2026 Aug 14, 2026
BURNS J W & CO INC/NY History No change 122,042 10,433 1.09% 1.09% 287 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 122,005 10,430 0.12% 0.12% 288 0 0.0% Q2 2026 Aug 10, 2026
B&D White Capital Company, LLC History No change 121,428 10,380 1.03% 1.03% 289 0 0.0% Q2 2026 Jul 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 119,674 10,230 0.05% 0.05% 290 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 119,231 10,193 0.16% 0.16% 291 0 0.0% Q2 2026 Aug 05, 2026
First Heartland Consultants, Inc. History Added to 119,473 10,150 0.67% 0.47% 292 +34,593 40.76% Q3 2026 Oct 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 118,123 10,098 0.12% 0.12% 293 0 0.0% Q2 2026 Jul 20, 2026
ADE, LLC History No change 116,370 9,948 4.2% 4.2% 294 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Financial Group, LLC /NE/ History No change 115,493 9,873 6.09% 6.09% 295 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 115,380 9,863 0.06% 0.06% 296 0 0.0% Q2 2026 Jul 20, 2026
Trellis Wealth Advisors LLC History No change 115,259 9,853 3.38% 3.38% 297 0 0.0% Q2 2026 Jul 15, 2026
Vernal Point Advisors, LLC History No change 115,083 9,838 3.32% 3.32% 298 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 114,608 9,797 0.3% 0.3% 299 0 0.0% Q2 2026 Jul 15, 2026
MRWM Advisors, LLC History No change 112,404 9,609 3.95% 3.95% 300 0 0.0% Q2 2026 Jul 28, 2026
D.B. Root & Company, LLC History No change 111,863 9,563 2.03% 2.03% 301 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 110,746 9,467 4.25% 4.25% 302 0 0.0% Q2 2026 Aug 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 110,467 9,443 1.05% 1.05% 303 0 0.0% Q2 2026 Jul 09, 2026
Latigo Investments, LLC History No change 110,240 9,424 4.2% 4.2% 304 0 0.0% Q2 2026 Aug 06, 2026
GFS Advisors, LLC History No change 3,065 9,391 0.99% 0.99% 305 0 0.0% Q2 2026 Aug 04, 2026
Briggs Wealth Management, Inc History No change 109,843 9,390 8.57% 8.57% 306 0 0.0% Q2 2026 Aug 06, 2026
BANK HAPOALIM BM History No change 109,499 9,361 0.62% 0.62% 307 0 0.0% Q2 2026 Aug 05, 2026
Modern Wealth Management, LLC History No change 109,410 9,353 0.11% 0.11% 308 0 0.0% Q2 2026 Aug 13, 2026
Gordian Advisors LLC History No change 108,979 9,316 5.48% 5.48% 309 0 0.0% Q2 2026 Aug 04, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 107,798 9,215 0.54% 0.54% 310 0 0.0% Q2 2026 Aug 10, 2026
Register Financial Advisors LLC History No change 107,020 9,149 2.81% 2.81% 311 0 0.0% Q2 2026 Jul 15, 2026
Asset One Wealth Management LLC History No change 106,817 9,078 0.96% 0.96% 312 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 106,574 9,054 0.97% 1.21% 313 -20,611 -16.21% Q3 2026 Oct 07, 2026
NWAM LLC History No change 105,782 9,043 0.45% 0.45% 314 0 0.0% Q2 2026 Jul 23, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 105,111 8,985 6.08% 6.08% 315 0 0.0% Q2 2026 Jul 15, 2026
Altiora Financial Group, LLC History No change 104,712 8,951 1.41% 1.41% 316 0 0.0% Q2 2026 Aug 07, 2026
McClarren Financial Advisors, Inc. History No change 104,432 8,927 4.61% 4.61% 317 0 0.0% Q2 2026 Jul 17, 2026
Brio Consultants, LLC History No change 104,118 8,901 1.04% 1.04% 318 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 106,957 8,783 0.15% 0.15% 319 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 101,918 8,712 0.09% 0.09% 320 0 0.0% Q2 2026 Jul 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 101,537 8,680 0.32% 0.32% 321 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 100,477 8,589 0.14% 0.14% 322 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Private Wealth, LLC History No change 100,331 8,577 5.26% 5.26% 323 0 0.0% Q2 2026 Aug 11, 2026
Freedom Day Solutions, LLC History No change 98,796 8,446 1.87% 1.87% 324 0 0.0% Q2 2026 Jul 24, 2026
GSG Advisors LLC History No change 98,228 8,397 1.85% 1.85% 325 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 98,099 8,386 0.09% 0.09% 326 0 0.0% Q2 2026 Jul 28, 2026
CGN Advisors LLC History No change 95,988 8,205 0.6% 0.6% 327 0 0.0% Q2 2026 Jul 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 95,514 8,165 5.72% 5.72% 328 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 94,663 8,092 0.16% 0.16% 329 0 0.0% Q2 2026 Jul 30, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 94,201 8,053 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 10, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 93,800 8,018 0.27% 0.27% 331 0 0.0% Q2 2026 Aug 17, 2026
Fire Capital Management LLC History No change 93,362 7,981 3.25% 3.25% 332 0 0.0% Q2 2026 Aug 03, 2026
Commerce Advisors, LLC History No change 92,600 7,916 4.3% 4.3% 333 0 0.0% Q2 2026 Aug 04, 2026
Roundview Capital LLC History No change 90,913 7,772 0.42% 0.42% 334 0 0.0% Q2 2026 Jul 30, 2026
FIRST HORIZON CORP History No change 90,782 7,760 0.3% 0.3% 335 0 0.0% Q2 2026 Jul 20, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 90,597 7,745 0.43% 0.43% 336 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 90,225 7,713 0.09% 0.09% 337 0 0.0% Q2 2026 Jul 22, 2026
Signal Advisors Wealth, LLC History No change 90,146 7,706 0.39% 0.39% 338 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 89,578 7,658 0.13% 0.13% 339 0 0.0% Q2 2026 Jul 21, 2026
Parkside Financial Bank & Trust History No change 89,342 7,637 0.52% 0.52% 340 0 0.0% Q2 2026 Sep 04, 2026
Disciplined Investors, L.L.C. History No change 87,300 7,463 3.73% 3.73% 341 0 0.0% Q2 2026 Aug 11, 2026
Coyle Financial Counsel LLC History No change 86,730 7,414 1.35% 1.35% 342 0 0.0% Q2 2026 Aug 07, 2026
Robertson Stephens Wealth Management, LLC History No change 86,384 7,384 0.18% 0.18% 343 0 0.0% Q2 2026 Jul 29, 2026
Global Trust Asset Management, LLC History No change 86,064 7,357 2.3% 2.3% 344 0 0.0% Q2 2026 Aug 03, 2026
Valmark Advisers, Inc. History No change 85,524 7,311 0.08% 0.08% 345 0 0.0% Q2 2026 Aug 06, 2026
Greenhouse Wealth Management, LLC History No change 85,508 7,307 5.14% 5.14% 346 0 0.0% Q2 2026 Aug 06, 2026
Rockbridge Investment Management, LCC History No change 85,433 7,303 0.59% 0.59% 347 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 84,968 7,263 0.45% 0.45% 348 0 0.0% Q2 2026 Aug 17, 2026
Dorsey & Whitney Trust CO LLC History No change 83,736 7,158 0.35% 0.35% 349 0 0.0% Q2 2026 Aug 14, 2026
Tanager Wealth Management LLP History No change 83,725 7,157 0.62% 0.62% 350 0 0.0% Q2 2026 Jul 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 83,677 7,153 0.32% 0.32% 351 0 0.0% Q2 2026 Aug 03, 2026
Cherry Tree Wealth Management, LLC History No change 83,387 7,128 1.34% 1.34% 352 0 0.0% Q2 2026 Sep 15, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 82,598 7,061 0.87% 0.87% 353 0 0.0% Q2 2026 Aug 11, 2026
Main Management LLC History No change 82,282 7,034 0.47% 0.47% 354 0 0.0% Q2 2026 Aug 14, 2026
Hartmann Taylor Wealth Management, LLC History No change 90,914 7,010 4.64% 4.64% 355 0 0.0% Q2 2026 Jul 28, 2026
Independent Advisor Alliance History No change 81,567 6,973 0.16% 0.16% 356 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 81,432 6,961 0.35% 0.35% 357 0 0.0% Q2 2026 Jul 10, 2026
Evanson Financial, LLC History No change 81,366 6,955 0.34% 0.34% 358 0 0.0% Q2 2026 Jul 07, 2026
RWA WEALTH PARTNERS, LLC History No change 81,104 6,933 0.07% 0.07% 359 0 0.0% Q2 2026 Aug 07, 2026
Range Advisory, LLC History No change 80,609 6,891 0.82% 0.82% 360 0 0.0% Q2 2026 Sep 02, 2026
Prudent Man Advisors, LLC History No change 80,505 6,882 1.57% 1.57% 361 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 80,374 6,871 0.13% 0.13% 362 0 0.0% Q2 2026 Aug 06, 2026
MAYPORT, LLC History No change 79,824 6,824 1.06% 1.06% 363 0 0.0% Q2 2026 Aug 07, 2026
Orcam Financial Group History No change 79,771 6,819 3.33% 3.33% 364 0 0.0% Q2 2026 Aug 13, 2026
Global Trust Wealth Management LLC History No change 79,205 6,771 4.66% 4.66% 365 0 0.0% Q2 2026 Jul 16, 2026
Serenity Investment Advisors History No change 77,118 6,763 2.88% 2.88% 366 0 0.0% Q2 2026 Aug 24, 2026
Mustard Seed Financial, LLC History No change 79,024 6,755 3.51% 3.51% 367 0 0.0% Q2 2026 Aug 05, 2026
North Star Investment Management Corp. History No change 79,012 6,754 0.37% 0.37% 368 0 0.0% Q2 2026 Jul 28, 2026
WARNER FINANCIAL, INC History No change 78,752 6,732 1.98% 1.98% 369 0 0.0% Q2 2026 Jul 09, 2026
United Community Bank History No change 78,736 6,731 2.08% 2.08% 370 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 78,482 6,709 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 12, 2026
SAPIENT CAPITAL LLC History Added to 78,747 6,690 0.09% 0.05% 372 +34,704 78.8% Q3 2026 Oct 08, 2026
THEORY FINANCIAL LLC History No change 78,191 6,684 2.11% 2.11% 373 0 0.0% Q2 2026 Jul 31, 2026
AMES NATIONAL CORP History No change 77,720 6,644 3.66% 3.66% 374 0 0.0% Q2 2026 Aug 13, 2026
Integrity Wealth Solutions LLC History No change 77,631 6,636 2.45% 2.45% 375 0 0.0% Q2 2026 Jul 30, 2026
Shepherd Financial Partners LLC History No change 77,183 6,598 0.54% 0.54% 376 0 0.0% Q2 2026 Aug 10, 2026
Silver Oak Advisory Group, Inc. History No change 76,986 6,581 2.59% 2.59% 377 0 0.0% Q2 2026 Jul 31, 2026
Tandem Investment Partners LLC History No change 75,973 6,494 5.01% 5.01% 378 0 0.0% Q2 2026 Jul 27, 2026
Roger Wittlin Investment Advisory, LLC History No change 75,348 6,441 5.06% 5.06% 379 0 0.0% Q2 2026 Jul 17, 2026
SageView Advisory Group, LLC History No change 75,189 6,427 0.21% 0.21% 380 0 0.0% Q2 2026 Aug 10, 2026
Sigma Planning Corp History No change 75,177 6,426 0.16% 0.16% 381 0 0.0% Q2 2026 Aug 07, 2026
Greenwich Wealth Management LLC History No change 75,124 6,422 0.23% 0.23% 382 0 0.0% Q2 2026 Aug 12, 2026
GENESIS PRIVATE WEALTH, LLC History No change 75,071 6,417 1.8% 1.8% 383 0 0.0% Q2 2026 Jul 13, 2026
BOKF, NA History No change 75,021 6,413 0.09% 0.09% 384 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 74,432 6,363 0.24% 0.24% 385 0 0.0% Q2 2026 Jul 22, 2026
CATALYST PRIVATE WEALTH, LLC History No change 74,343 6,355 3.07% 3.07% 386 0 0.0% Q2 2026 Jul 21, 2026
Summit Wealth Group, LLC History No change 74,124 6,336 1.29% 1.29% 387 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 73,987 6,325 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 07, 2026
Madden Advisory Services, Inc. History No change 73,824 6,311 2.26% 2.26% 389 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 73,687 6,299 0.1% 0.1% 390 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 75,181 6,286 0.13% 0.13% 391 0 0.0% Q2 2026 Jul 29, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 73,418 6,276 0.24% 0.24% 392 0 0.0% Q2 2026 Aug 14, 2026
McAlister, Sweet & Associates, Inc. History Added to 72,883 6,192 3.91% 3.25% 393 +1,768 2.49% Q3 2026 Oct 07, 2026
CreativeOne Wealth, LLC History No change 72,409 6,190 0.13% 0.13% 394 0 0.0% Q2 2026 Aug 13, 2026
Valpey Financial Services, LLC History No change 72,145 6,167 3.67% 3.67% 395 0 0.0% Q2 2026 Aug 11, 2026
Azimuth Capital Investment Management LLC History No change 71,557 6,117 0.21% 0.21% 396 0 0.0% Q2 2026 Aug 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 71,523 6,114 0.89% 0.89% 397 0 0.0% Q2 2026 Jul 21, 2026
VAN STRUM & TOWNE INC. History No change 71,482 6,111 1.67% 1.67% 398 0 0.0% Q2 2026 Jul 31, 2026
Financial Architects, LLC History No change 71,385 6,102 2.93% 2.93% 399 0 0.0% Q2 2026 Jul 21, 2026
WEDBUSH SECURITIES INC History No change 71,257 6,092 0.16% 0.16% 400 0 0.0% Q2 2026 Jul 28, 2026
Good Steward Wealth Advisors,LLC History No change 71,199 6,086 3.68% 3.68% 401 0 0.0% Q2 2026 Aug 03, 2026
Savvy Advisors, Inc. History No change 71,185 6,085 0.13% 0.13% 402 0 0.0% Q2 2026 Aug 03, 2026
Gateway Wealth Partners, LLC History No change 70,976 6,067 0.36% 0.36% 403 0 0.0% Q2 2026 Aug 04, 2026
Wescott Financial Advisory Group, LLC History No change 70,500 6,027 0.47% 0.47% 404 0 0.0% Q2 2026 Aug 04, 2026
AdvisorNet Financial, Inc History No change 70,251 6,005 0.27% 0.27% 405 0 0.0% Q2 2026 Jul 23, 2026
Wayfinding Financial, LLC History No change 69,724 5,960 2.26% 2.26% 406 0 0.0% Q2 2026 Aug 13, 2026
Scott & Selber, Inc. History No change 69,435 5,935 1.25% 1.25% 407 0 0.0% Q2 2026 Jul 08, 2026
NATIXIS ADVISORS, LLC History No change 69,421 5,934 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 69,284 5,923 1.1% 1.1% 409 0 0.0% Q2 2026 Aug 14, 2026
Arista Wealth Management, LLC History No change 69,202 5,916 0.64% 0.64% 410 0 0.0% Q2 2026 Jul 08, 2026
Sage Investment Advisers LLC History No change 69,056 5,903 3.97% 3.97% 411 0 0.0% Q2 2026 Jul 09, 2026
Ausdal Financial Partners, Inc. History No change 68,977 5,896 0.23% 0.23% 412 0 0.0% Q2 2026 Aug 14, 2026
INTEGRATED WEALTHCARE, LLC History No change 68,474 5,853 4.37% 4.37% 413 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 68,420 5,849 0.04% 0.04% 414 0 0.0% Q2 2026 Jul 20, 2026
Ruggaard & Associates LLC History No change 68,237 5,833 2.09% 2.09% 415 0 0.0% Q2 2026 Aug 17, 2026
Warwick Investment Management, Inc. History No change 67,777 5,794 0.65% 0.65% 416 0 0.0% Q2 2026 Jul 31, 2026
TD Capital Management LLC History No change 67,370 5,759 0.47% 0.47% 417 0 0.0% Q2 2026 Aug 06, 2026
Facet Wealth, Inc. History No change 67,270 5,750 0.08% 0.08% 418 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 66,946 5,723 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 06, 2026
Red Wave Investments LLC History No change 66,344 5,671 1.44% 1.44% 420 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 66,243 5,663 0.2% 0.2% 421 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 65,787 5,624 0.36% 0.36% 422 0 0.0% Q2 2026 Aug 07, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 65,611 5,574 0.62% 0.64% 423 +3 0.0% Q3 2026 Oct 08, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 65,166 5,571 0.57% 0.57% 424 0 0.0% Q2 2026 Jul 28, 2026
Everest Private Wealth History No change 65,060 5,562 2.08% 2.08% 425 0 0.0% Q2 2026 Aug 07, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 65,358 5,520 1.78% 1.78% 426 0 0.0% Q2 2026 Jul 23, 2026
Sterling Wealth Management, Inc. History No change 64,216 5,489 1.36% 1.36% 427 0 0.0% Q2 2026 Jul 30, 2026
WoodTrust Financial Corp History Reduced 64,559 5,485 0.66% 0.66% 429 -852 -1.3% Q3 2026 Oct 09, 2026
TFO Wealth Partners, LLC History No change 64,166 5,485 0.6% 0.6% 428 0 0.0% Q2 2026 Aug 10, 2026
Sagace Wealth Management LLC History No change 63,821 5,456 3.42% 3.42% 430 0 0.0% Q2 2026 Aug 03, 2026
Crescent Grove Advisors, LLC History No change 63,203 5,403 0.45% 0.45% 431 0 0.0% Q2 2026 Aug 10, 2026
Modera Wealth Management, LLC History No change 63,043 5,389 0.06% 0.06% 432 0 0.0% Q2 2026 Aug 03, 2026
MSH Capital Advisors LLC History No change 62,649 5,355 0.93% 0.93% 433 0 0.0% Q2 2026 Aug 10, 2026
Hoxton Planning & Management, LLC History No change 62,286 5,324 1.39% 1.39% 434 0 0.0% Q2 2026 Jul 16, 2026
Eschler Asset Management LLP History No change 62,218 5,317 9.46% 9.46% 435 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 61,762 5,280 0.06% 0.06% 436 0 0.0% Q2 2026 Aug 03, 2026
NBT BANK, N.A. History No change 60,985 5,213 0.35% 0.35% 437 0 0.0% Q2 2026 Jul 29, 2026
Unconventional Investor, LLC History No change 60,940 5,209 2.15% 2.15% 438 0 0.0% Q2 2026 Aug 18, 2026
DIVERSIFIED MANAGEMENT INC History Added to 61,150 5,195 0.91% 1.1% 439 +650 1.07% Q3 2026 Oct 08, 2026
Linscomb Wealth, Inc. History No change 60,716 5,190 0.22% 0.22% 440 0 0.0% Q2 2026 Jul 31, 2026
Financial Symmetry Inc History Added to 61,042 5,186 1.66% 1.74% 441 +28 0.05% Q3 2026 Oct 06, 2026
COMMERCE BANK History No change 60,574 5,178 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Investment Advisors, LLC History No change 60,482 5,170 0.97% 0.97% 443 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 60,420 5,165 0.21% 0.21% 444 0 0.0% Q2 2026 Jul 27, 2026
Revolve Wealth Partners, LLC History No change 59,570 5,092 0.53% 0.53% 445 0 0.0% Q2 2026 Jul 09, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 59,431 5,080 0.87% 0.87% 446 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 58,847 5,030 0.14% 0.14% 447 0 0.0% Q2 2026 Aug 03, 2026
Leelyn Smith, LLC History No change 58,797 5,026 0.61% 0.61% 448 0 0.0% Q2 2026 Jul 23, 2026
Selective Wealth Management, Inc. History No change 60,233 5,021 1.32% 1.32% 449 0 0.0% Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 58,578 5,007 0.02% 0.02% 450 0 0.0% Q2 2026 Aug 13, 2026
Fiduciary Group, LLC History No change 58,483 4,999 0.39% 0.39% 451 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 58,241 4,979 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 14, 2026
Joel Adams & Associates, Inc. History No change 57,874 4,947 3.18% 3.18% 453 0 0.0% Q2 2026 Aug 06, 2026
CASCADE INVESTMENT GROUP, INC. History No change 57,441 4,910 2.75% 2.75% 454 0 0.0% Q2 2026 Jul 23, 2026
Trinity Wealth Management, LLC History No change 57,183 4,888 1.55% 1.55% 455 0 0.0% Q2 2026 Jul 07, 2026
Valeo Financial Advisors, LLC History Reduced 57,481 4,883 0.1% 0.1% 456 -336 -0.58% Q3 2026 Oct 08, 2026
Gradient Capital Advisors, LLC History No change 56,214 4,805 1.11% 1.11% 457 0 0.0% Q2 2026 Jul 13, 2026
Perigon Wealth Management, LLC History No change 55,785 4,769 0.08% 0.08% 458 0 0.0% Q2 2026 Aug 07, 2026
PROFFITT & GOODSON INC History No change 55,340 4,731 0.65% 0.65% 459 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 55,277 4,725 0.07% 0.07% 460 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History No change 54,796 4,684 0.16% 0.16% 461 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 54,417 4,652 0.37% 0.37% 462 0 0.0% Q2 2026 Aug 11, 2026
Columbia Asset Management History No change 53,920 4,609 0.8% 0.8% 463 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 53,774 4,597 0.06% 0.06% 464 0 0.0% Q2 2026 Aug 04, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 53,220 4,549 0.44% 0.44% 465 0 0.0% Q2 2026 Jul 22, 2026
Diversify Advisory Services, LLC History No change 54,067 4,530 0.08% 0.08% 466 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 54,067 4,530 0.08% 0.08% 467 0 0.0% Q2 2026 Jul 29, 2026
MATHER GROUP, LLC. History No change 52,891 4,521 0.04% 0.04% 468 0 0.0% Q2 2026 Jul 27, 2026
Bricktown Capital, LLC History No change 52,583 4,495 0.81% 0.81% 469 0 0.0% Q2 2026 Jul 15, 2026
Bath Savings Trust Co History Added to 52,633 4,471 0.46% 0.44% 470 +2,803 5.63% Q3 2026 Oct 07, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 51,771 4,425 0.26% 0.26% 471 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD SECURITIES, INC. History No change 51,326 4,387 0.25% 0.25% 472 0 0.0% Q2 2026 Jul 15, 2026
BridgePort Financial Solutions, LLC History No change 51,253 4,381 1.12% 1.12% 473 0 0.0% Q2 2026 Jul 24, 2026
LYNCH & ASSOCIATES/IN History No change 50,868 4,348 0.76% 0.76% 474 0 0.0% Q2 2026 Jul 13, 2026
Cypress Capital, LLC History No change 50,700 4,334 1.17% 1.17% 475 0 0.0% Q2 2026 Jul 17, 2026
Principle Wealth Partners LLC History No change 50,666 4,331 0.21% 0.21% 476 0 0.0% Q2 2026 Aug 07, 2026
Cushing Capital Partners, LLC History No change 50,464 4,314 2.97% 2.97% 477 0 0.0% Q2 2026 Jul 29, 2026
Atlas Legacy Advisors, LLC History No change 50,413 4,309 0.64% 0.64% 478 0 0.0% Q2 2026 Jul 31, 2026
Kovack Advisors, Inc. History No change 50,516 4,306 0.21% 0.21% 479 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Solutions, Inc. /IL History No change 50,105 4,283 0.98% 0.98% 480 0 0.0% Q2 2026 Jul 08, 2026
PROSPERITY BANCSHARES INC History No change 49,833 4,260 2.78% 2.78% 481 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 49,689 4,247 0.08% 0.08% 482 0 0.0% Q2 2026 Jul 31, 2026
Smith & Howard Wealth Management, LLC History No change 49,507 4,232 0.84% 0.84% 483 0 0.0% Q2 2026 Aug 03, 2026
Regal Investment Advisors LLC History No change 49,029 4,191 0.22% 0.22% 484 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 54,325 4,188 0.17% 0.17% 485 0 0.0% Q2 2026 Jul 09, 2026
Colter Lewis Investment Partners LLC History No change 48,614 4,156 1.85% 1.85% 486 0 0.0% Q2 2026 Aug 14, 2026
Winter & Associates, Inc. History No change 48,610 4,155 3.12% 3.12% 487 0 0.0% Q2 2026 Jul 09, 2026
SBI Securities Co., Ltd. History No change 48,200 4,120 0.09% 0.09% 488 0 0.0% Q2 2026 Jul 22, 2026
DAVENPORT & Co LLC History No change 47,915 4,096 0.02% 0.02% 489 0 0.0% Q2 2026 Jul 13, 2026
CHILTON INVESTMENT CO INC. History No change 47,829 4,088 0.1% 0.1% 490 0 0.0% Q2 2026 Aug 14, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History No change 47,754 4,082 3.21% 3.21% 491 0 0.0% Q2 2026 Jul 22, 2026
Essex Financial Services, Inc. History No change 47,099 4,026 0.2% 0.2% 492 0 0.0% Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History No change 46,917 4,021 0.13% 0.13% 493 0 0.0% Q2 2026 Aug 11, 2026
Westside Investment Management, Inc. History No change 46,733 3,995 0.52% 0.52% 494 0 0.0% Q2 2026 Jul 27, 2026
Advisory Solutions Group, LLC History No change 46,363 3,963 1.34% 1.34% 495 0 0.0% Q2 2026 Jul 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 46,553 3,955 0.26% 0.21% 496 +9,558 25.84% Q3 2026 Oct 08, 2026
Continuum Advisory, LLC History No change 46,159 3,946 0.32% 0.32% 497 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Retirement, LLC History No change 46,038 3,935 0.22% 0.22% 498 0 0.0% Q2 2026 Aug 12, 2026
Curi Capital, LLC History No change 46,027 3,934 0.06% 0.06% 499 0 0.0% Q2 2026 Aug 14, 2026
LifeWealth Investments, LLC History No change 45,650 3,902 1.04% 1.04% 500 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST BANK History No change 45,186 3,862 0.27% 0.27% 501 0 0.0% Q2 2026 Aug 05, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 45,137 3,858 8.69% 8.69% 502 0 0.0% Q2 2026 Aug 13, 2026
Headland Capital, LLC History No change 45,087 3,854 0.95% 0.95% 503 0 0.0% Q2 2026 Jul 29, 2026
CRA Financial Services, LLC History No change 44,773 3,827 0.44% 0.44% 504 0 0.0% Q2 2026 Jul 24, 2026
Trek Financial, LLC History No change 44,719 3,823 0.19% 0.19% 505 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 44,672 3,817 0.02% 0.02% 506 0 0.0% Q2 2026 Aug 14, 2026
Cypress Point Wealth Management, LLC History No change 44,625 3,814 0.78% 0.78% 507 0 0.0% Q2 2026 Jul 17, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 44,586 3,811 0.19% 0.19% 508 0 0.0% Q2 2026 Sep 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 44,567 3,810 0.06% 0.06% 509 0 0.0% Q2 2026 Aug 10, 2026
Good Harbor Advisors, Inc. History No change 44,057 3,766 3.68% 3.68% 510 0 0.0% Q2 2026 Jul 17, 2026
M&T BANK CORP History No change 43,979 3,760 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 43,801 3,744 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 13, 2026
Old Peak Finance LLC History No change 43,448 3,714 1.8% 1.8% 513 0 0.0% Q2 2026 Aug 03, 2026
Canvas Wealth Advisors, LLC History No change 43,390 3,709 0.52% 0.52% 514 0 0.0% Q2 2026 Jul 10, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 43,347 3,705 1.81% 1.81% 515 0 0.0% Q2 2026 Jul 29, 2026
Brookwood Investment Group LLC History No change 43,253 3,697 0.42% 0.42% 516 0 0.0% Q2 2026 Jul 23, 2026
Clark Asset Management, LLC History No change 43,172 3,690 0.29% 0.29% 517 0 0.0% Q2 2026 Jul 07, 2026
WADDELL & ASSOCIATES, LLC History No change 43,139 3,687 0.18% 0.18% 518 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIENT ADVISORS LLC History No change 43,095 3,684 0.53% 0.53% 519 0 0.0% Q2 2026 Aug 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 42,712 3,651 0.83% 0.83% 520 0 0.0% Q2 2026 Aug 13, 2026
PENNEY FINANCIAL, LLC History No change 42,475 3,631 1.27% 1.27% 521 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 42,483 3,629 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 14, 2026
CACTI ASSET MANAGEMENT LLC History No change 42,392 3,625 0.19% 0.18% 523 0 0.0% Q3 2026 Oct 01, 2026
Accredited Investors Inc. History No change 42,307 3,616 0.16% 0.16% 524 0 0.0% Q2 2026 Jul 21, 2026
Sunpointe, LLC History No change 42,279 3,614 1.03% 1.03% 525 0 0.0% Q2 2026 Jul 24, 2026
Nikulski Financial, Inc. History No change 42,152 3,603 0.78% 0.78% 526 0 0.0% Q2 2026 Jul 28, 2026
Fort Henry Capital, LLC History No change 41,987 3,589 1.98% 1.98% 527 0 0.0% Q2 2026 Jul 15, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 41,422 3,541 0.21% 0.21% 528 0 0.0% Q2 2026 Jul 15, 2026
Raab & Moskowitz Asset Management LLC History No change 41,274 3,528 0.71% 0.71% 529 0 0.0% Q2 2026 Jul 28, 2026
Alhambra Investment Management LLC History No change 40,832 3,490 1.52% 1.52% 530 0 0.0% Q2 2026 Jul 16, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 40,805 3,488 0.58% 0.58% 531 0 0.0% Q2 2026 Aug 04, 2026
Financial Planning Hawaii, Inc. History No change 40,719 3,481 1.87% 1.87% 532 0 0.0% Q2 2026 Jul 23, 2026
CULLEN/FROST BANKERS, INC. History No change 40,613 3,472 0.03% 0.03% 533 0 0.0% Q2 2026 Jul 27, 2026
Vilga Financial Planning LLC History Added to 40,864 3,471 2.07% 2.56% 534 +1,303 3.29% Q3 2026 Oct 08, 2026
Traynor Capital Management, Inc. History No change 40,512 3,463 0.16% 0.16% 535 0 0.0% Q2 2026 Jul 22, 2026
Central Pacific Bank - Trust Division History Reduced 40,493 3,440 0.36% 0.36% 537 -1,005 -2.42% Q3 2026 Oct 05, 2026
Glassman Wealth Services History No change 40,247 3,440 0.41% 0.41% 536 0 0.0% Q2 2026 Aug 05, 2026
RBF Capital, LLC History No change 40,000 3,419 0.14% 0.14% 538 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 39,802 3,402 0.07% 0.07% 539 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 39,689 3,392 0.29% 0.29% 540 0 0.0% Q2 2026 Jul 09, 2026
Entruity Wealth, LLC History No change 39,640 3,388 2.19% 2.19% 541 0 0.0% Q2 2026 Aug 13, 2026
Gibraltar Capital Management, Inc. History No change 39,619 3,387 0.52% 0.52% 542 0 0.0% Q2 2026 Jul 20, 2026
New Republic Capital, LLC History No change 39,567 3,382 0.78% 0.78% 543 0 0.0% Q2 2026 Jul 31, 2026
Sicart Associates LLC History No change 39,326 3,361 0.82% 0.82% 544 0 0.0% Q2 2026 Aug 11, 2026
Aberdeen Wealth Management LLC History No change 38,932 3,328 1.6% 1.6% 545 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning, LLC History No change 38,604 3,300 0.76% 0.76% 546 0 0.0% Q2 2026 Jul 29, 2026
Upper Left Wealth Management, LLC History No change 38,607 3,300 1.83% 1.83% 547 0 0.0% Q2 2026 Jul 14, 2026
Comprehensive Financial Management LLC History No change 38,568 3,297 0.11% 0.11% 548 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 38,389 3,281 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 07, 2026
Belpointe Asset Management LLC History No change 38,267 3,271 0.11% 0.11% 550 0 0.0% Q2 2026 Jul 31, 2026
Frank, Rimerman Advisors LLC History No change 38,233 3,268 0.19% 0.19% 551 0 0.0% Q2 2026 Jul 27, 2026
Gold Investment Management Ltd. History No change 38,098 3,256 0.88% 0.88% 552 0 0.0% Q2 2026 Aug 05, 2026
BOSTON FAMILY OFFICE LLC History No change 37,459 3,202 0.19% 0.19% 553 0 0.0% Q2 2026 Aug 12, 2026
Graney & King, LLC History No change 37,437 3,200 1.15% 1.15% 554 0 0.0% Q2 2026 Aug 07, 2026
Clayton Partners LLC History No change 37,362 3,194 2.1% 2.1% 555 0 0.0% Q2 2026 Aug 14, 2026
Walker Financial Services, Inc. History No change 37,346 3,192 0.99% 0.99% 556 0 0.0% Q2 2026 Jul 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 37,275 3,186 0.06% 0.06% 557 0 0.0% Q2 2026 Jul 14, 2026
RETIREMENT GUYS FORMULA LLC History No change 37,183 3,178 1.2% 1.2% 558 0 0.0% Q2 2026 Jul 30, 2026
Empirical Finance, LLC History No change 37,060 3,168 0.13% 0.13% 559 0 0.0% Q2 2026 Aug 14, 2026
CULBERTSON A N & CO INC History No change 37,010 3,163 0.37% 0.37% 560 0 0.0% Q2 2026 Jul 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 37,137 3,155 0.19% 0.18% 561 +1,670 4.71% Q3 2026 Oct 09, 2026
Plancorp, LLC History No change 37,431 3,135 0.08% 0.08% 562 0 0.0% Q2 2026 Jul 14, 2026
Banco BTG Pactual S.A. History No change 36,552 3,124 0.26% 0.26% 563 0 0.0% Q2 2026 Aug 07, 2026
Asset Advisory Group, Inc. History No change 36,219 3,096 1.35% 1.35% 564 0 0.0% Q2 2026 Jul 09, 2026
Confluence Wealth Services, Inc. History No change 36,048 3,081 0.09% 0.09% 565 0 0.0% Q2 2026 Jul 22, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 35,996 3,077 0.23% 0.23% 566 0 0.0% Q2 2026 Jul 16, 2026
Carroll Advisory Group, LLC History No change 35,972 3,075 1.01% 1.01% 567 0 0.0% Q2 2026 Jul 23, 2026
Fisher Asset Management, LLC History No change 35,731 3,054 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 04, 2026
OmniStar Financial Group, Inc. History No change 35,636 3,046 1.4% 1.4% 569 0 0.0% Q2 2026 Jul 27, 2026
NorthCrest Asset Manangement, LLC History No change 35,849 3,043 0.08% 0.08% 570 0 0.0% Q2 2026 Jul 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 35,191 3,008 0.34% 0.34% 571 0 0.0% Q2 2026 Jul 10, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 35,179 3,007 0.02% 0.02% 572 0 0.0% Q2 2026 Jul 23, 2026
FIRST MANHATTAN CO. LLC. History No change 35,040 2,995 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 34,981 2,990 0.1% 0.1% 574 0 0.0% Q2 2026 Jul 20, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 34,747 2,970 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 34,718 2,968 0.03% 0.03% 576 0 0.0% Q2 2026 Aug 04, 2026
Kastel Capital Advisors, LLC History No change 38,400 2,961 1.87% 1.87% 577 0 0.0% Q2 2026 Jul 09, 2026
SwitchPoint Financial Planning, LLC History No change 34,614 2,959 1.71% 1.71% 578 0 0.0% Q2 2026 Aug 14, 2026
HOWARD WEALTH MANAGEMENT, LLC History No change 34,587 2,956 1.09% 1.09% 579 0 0.0% Q2 2026 Jul 21, 2026
Hardin Capital Partners, LLC History Added to 34,662 2,944 1.44% 1.12% 580 +6,585 23.45% Q3 2026 Oct 08, 2026
Wellspring Financial Advisors, LLC History No change 2,933,385 2,933 0.19% 0.19% 581 0 0.0% Q2 2026 Jul 20, 2026
Everhart Financial Group, Inc. History Reduced 34,462 2,927 0.18% 0.2% 582 -1,894 -5.21% Q3 2026 Oct 08, 2026
Truepoint, Inc. History No change 34,162 2,920 0.06% 0.06% 583 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 34,153 2,919 0.06% 0.06% 584 0 0.0% Q2 2026 Jul 09, 2026
Steele Capital Management, Inc. History No change 34,055 2,911 0.11% 0.11% 585 0 0.0% Q2 2026 Jul 28, 2026
Woodside Wealth Management LLC History No change 33,861 2,894 2.02% 2.02% 586 0 0.0% Q2 2026 Jul 24, 2026
CHRISTINE MESSMER PC History No change 33,856 2,894 1.63% 1.63% 587 0 0.0% Q2 2026 Jul 23, 2026
Medallion Wealth Advisors, LLC History No change 33,656 2,877 0.91% 0.91% 588 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 33,558 2,868 0.04% 0.04% 589 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 33,219 2,839 0.15% 0.15% 590 0 0.0% Q2 2026 Jul 29, 2026
Turning Point Benefit Group, Inc. History No change 33,416 2,834 1.22% 1.22% 591 0 0.0% Q2 2026 Jul 23, 2026
OFC FINANCIAL PLANNING, LLC History No change 33,116 2,831 2.51% 2.51% 592 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 33,083 2,828 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 12, 2026
Ascent Advisors, LLC History No change 33,402 2,823 3.26% 3.26% 594 0 0.0% Q2 2026 Aug 14, 2026
Brady Martz Wealth Solutions, LLC History No change 32,987 2,820 0.43% 0.43% 595 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 32,673 2,793 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 11, 2026
Fortis Capital Advisors, LLC History No change 32,455 2,774 0.31% 0.31% 597 0 0.0% Q2 2026 Jul 31, 2026
Family Investment Center, Inc. History No change 32,390 2,768 0.46% 0.46% 598 0 0.0% Q2 2026 Jul 23, 2026
Pacific Park Financial, Inc. History No change 32,055 2,740 1.59% 1.59% 599 0 0.0% Q2 2026 Jul 21, 2026
Ares Financial Consulting, LLC History No change 32,037 2,738 1.96% 1.96% 600 0 0.0% Q2 2026 Jul 09, 2026
Roof Eidam Maycock Peralta, LLC History No change 31,954 2,731 0.54% 0.54% 601 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 31,725 2,712 0.11% 0.11% 602 0 0.0% Q2 2026 Aug 10, 2026
S&T BANK/PA History No change 31,517 2,694 0.81% 0.81% 603 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 31,489 2,692 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 31,607 2,685 0.55% 0.57% 605 -933 -2.87% Q3 2026 Oct 05, 2026
Hills Bank & Trust Co History No change 31,396 2,684 0.11% 0.11% 606 0 0.0% Q2 2026 Aug 10, 2026
Baldwin Investment Management, LLC History No change 31,368 2,681 0.26% 0.26% 607 0 0.0% Q2 2026 Jul 28, 2026
Human Investing LLC History No change 31,262 2,672 0.35% 0.35% 608 0 0.0% Q2 2026 Jul 21, 2026
Neuberger Berman Group LLC History No change 31,121 2,660 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 13, 2026
Sendero Wealth Management, LLC History No change 31,097 2,658 0.26% 0.26% 610 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History No change 31,007 2,650 0.16% 0.16% 611 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 30,996 2,649 0.03% 0.03% 612 0 0.0% Q2 2026 Aug 13, 2026
Steffes Financial, Ltd. History No change 30,898 2,641 1.14% 1.14% 613 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 30,891 2,640 0.44% 0.44% 614 0 0.0% Q2 2026 Aug 05, 2026
Serenus Wealth Advisors, LLC History No change 30,873 2,639 0.46% 0.46% 615 0 0.0% Q2 2026 Aug 05, 2026
Seed Wealth Management, Inc. History No change 30,729 2,627 1.66% 1.66% 616 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 30,569 2,613 0.69% 0.69% 617 0 0.0% Q2 2026 Jul 15, 2026
Unify Financial Advisors History No change 30,333 2,593 2.39% 2.39% 618 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 30,178 2,579 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 30,152 2,577 0.07% 0.07% 620 0 0.0% Q2 2026 Aug 05, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History No change 30,144 2,577 0.9% 0.9% 621 0 0.0% Q2 2026 Jul 22, 2026
SilverOak Wealth Management LLC History No change 30,133 2,576 0.33% 0.33% 622 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 30,106 2,573 0.56% 0.56% 623 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History No change 30,072 2,570 0.3% 0.3% 624 0 0.0% Q2 2026 Jul 14, 2026
Avalon Advisory Group History No change 30,045 2,568 0.95% 0.95% 625 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 29,656 2,535 0.08% 0.08% 626 0 0.0% Q2 2026 Jul 31, 2026
Avalon Trust Co History No change 29,629 2,532 0.16% 0.16% 627 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 29,528 2,524 0.06% 0.06% 628 0 0.0% Q2 2026 Jul 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 29,386 2,512 0.02% 0.02% 629 0 0.0% Q2 2026 Aug 14, 2026
INKWELL CAPITAL LLC History No change 29,230 2,498 2.6% 2.6% 630 0 0.0% Q2 2026 Aug 03, 2026
Bernicke Wealth Management, Ltd. History No change 29,013 2,480 0.29% 0.29% 631 0 0.0% Q2 2026 Aug 11, 2026
Alta Wealth Advisors LLC History No change 28,986 2,478 0.67% 0.67% 632 0 0.0% Q2 2026 Jul 30, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 28,993 2,478 0.67% 0.67% 633 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History No change 28,984 2,477 0.12% 0.12% 634 0 0.0% Q2 2026 Jul 21, 2026
Wise Wealth Partners History No change 28,765 2,459 4.18% 4.18% 635 0 0.0% Q2 2026 Jul 28, 2026
Lynch Asset Management, Inc. History No change 28,650 2,449 0.67% 0.67% 636 0 0.0% Q2 2026 Aug 06, 2026
Olde Wealth Management, LLC History No change 28,252 2,415 0.68% 0.68% 637 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 28,219 2,412 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 28, 2026
KFA Private Wealth Group, LLC History Added to 28,336 2,407 0.57% 0.58% 639 +10 0.04% Q3 2026 Oct 07, 2026
Hyposwiss Advisors SA History No change 27,956 2,389 2.26% 2.26% 640 0 0.0% Q2 2026 Jul 21, 2026
Windsor Advisory Group, LLC History No change 27,917 2,386 1.73% 1.73% 641 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 27,742 2,371 0.07% 0.07% 642 0 0.0% Q2 2026 Jul 14, 2026
Pitti Group Wealth Management, LLC History No change 27,693 2,367 1.72% 1.72% 643 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 27,592 2,358 0.19% 0.19% 644 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 27,550 2,356 0.03% 0.03% 645 0 0.0% Q2 2026 Jul 15, 2026
Avidian Wealth Enterprises, LLC History Added to 27,622 2,346 0.07% 0.06% 646 +4,183 17.85% Q3 2026 Oct 08, 2026
LANARK FINANCIAL, INC. History No change 27,313 2,335 0.16% 0.16% 647 0 0.0% Q2 2026 Jul 21, 2026
JMG Financial Group, Ltd. History No change 27,323 2,335 0.06% 0.06% 648 0 0.0% Q2 2026 Jul 31, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 27,172 2,322 0.3% 0.3% 649 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 27,119 2,318 0.03% 0.03% 650 0 0.0% Q2 2026 Jul 22, 2026
M3 Advisory Group, LLC History No change 26,902 2,299 1.19% 1.19% 651 0 0.0% Q2 2026 Jul 24, 2026
Westfuller Advisors, LLC History No change 26,542 2,269 0.83% 0.83% 652 0 0.0% Q2 2026 Jul 29, 2026
FLAGSTAR SECURITIES, INC History No change 26,438 2,260 0.68% 0.68% 653 0 0.0% Q2 2026 Jul 15, 2026
Essex LLC History No change 26,319 2,250 0.34% 0.34% 654 0 0.0% Q2 2026 Jul 24, 2026
Everstar Asset Management, LLC History No change 26,239 2,243 1.08% 1.08% 655 0 0.0% Q2 2026 Aug 03, 2026
West Financial Advisors, LLC History No change 26,224 2,241 0.34% 0.34% 656 0 0.0% Q2 2026 Jul 08, 2026
Troutman Wealth Management, LLC History No change 26,178 2,237 1.72% 1.72% 657 0 0.0% Q2 2026 Aug 13, 2026
Wingate Wealth Advisors, Inc. History No change 26,113 2,232 0.98% 0.98% 658 0 0.0% Q2 2026 Jul 29, 2026
Investment Advisory Group, LLC History No change 26,107 2,231 0.48% 0.48% 659 0 0.0% Q2 2026 Aug 06, 2026
Financial Engines Advisors L.L.C. History No change 25,965 2,219 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 14, 2026
Strathmore Capital Advisors, Inc. History No change 26,249 2,216 0.6% 0.6% 661 0 0.0% Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History No change 25,804 2,205 0.03% 0.03% 662 0 0.0% Q2 2026 Jul 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 25,784 2,204 0.14% 0.14% 663 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 25,755 2,201 0.18% 0.18% 664 0 0.0% Q2 2026 Jul 14, 2026
Strategic Financial Services, Inc. History No change 25,725 2,199 0.1% 0.1% 665 0 0.0% Q2 2026 Aug 24, 2026
FAMILY WEALTH PARTNERS, LLC History No change 25,639 2,191 0.67% 0.67% 666 0 0.0% Q2 2026 Jul 10, 2026
Successful Portfolios LLC History Reduced 25,520 2,190 1.01% 1.02% 667 -122 -0.48% Q3 2026 Oct 09, 2026
DUNCKER STREETT & CO INC History No change 25,591 2,187 0.37% 0.37% 668 0 0.0% Q2 2026 Jul 28, 2026
Retirement Investment Advisors, Inc. History No change 26,101 2,186 0.16% 0.16% 669 0 0.0% Q2 2026 Jul 15, 2026
WESBANCO BANK INC History No change 25,526 2,182 0.05% 0.05% 670 0 0.0% Q2 2026 Jul 28, 2026
Legacy Bridge, LLC History No change 25,534 2,182 0.67% 0.67% 671 0 0.0% Q2 2026 Aug 13, 2026
DSG Capital Advisors, LLC History No change 25,725 2,177 0.31% 0.31% 672 0 0.0% Q2 2026 Aug 06, 2026
Affiance Financial, LLC History No change 25,331 2,165 0.31% 0.31% 673 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 25,226 2,156 0.06% 0.06% 674 0 0.0% Q2 2026 Aug 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 25,152 2,150 0.77% 0.77% 675 0 0.0% Q2 2026 Aug 11, 2026
Creekside Partners History No change 25,088 2,144 0.78% 0.78% 676 0 0.0% Q2 2026 Jul 30, 2026
Apollon Financial, LLC History No change 25,017 2,138 0.25% 0.25% 677 0 0.0% Q2 2026 Jul 22, 2026
Mosaic Advisors LLC History No change 24,856 2,124 2.85% 2.85% 678 0 0.0% Q2 2026 Aug 07, 2026
Empower Advisory Group, LLC History No change 24,787 2,119 0.01% 0.01% 679 0 0.0% Q2 2026 Aug 12, 2026
CBIZ Investment Advisory Services, LLC History No change 27,307 2,105 0.08% 0.08% 680 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 24,498 2,094 0.02% 0.02% 681 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 24,488 2,093 0.08% 0.08% 682 0 0.0% Q2 2026 Aug 12, 2026
Compass Financial Group, INC/SD History No change 24,468 2,091 0.24% 0.24% 683 0 0.0% Q2 2026 Aug 04, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 24,371 2,083 0.08% 0.08% 684 0 0.0% Q2 2026 Aug 18, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 24,315 2,078 0.06% 0.06% 685 0 0.0% Q2 2026 Aug 10, 2026
OLIO Financial Planning History No change 24,315 2,078 0.52% 0.52% 686 0 0.0% Q2 2026 Jul 17, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 24,282 2,075 0.89% 0.89% 687 0 0.0% Q2 2026 Aug 07, 2026
FSA Investment Group, LLC History Added to 24,084 2,046 0.65% 0.6% 688 +2,425 11.2% Q3 2026 Oct 07, 2026
Chicago Capital, LLC History No change 23,916 2,044 0.05% 0.05% 689 0 0.0% Q2 2026 Jul 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 23,570 2,014 0.09% 0.09% 690 0 0.0% Q2 2026 Jul 24, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 23,407 2,001 1.43% 1.43% 691 0 0.0% Q2 2026 Jul 31, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 23,336 1,995 0.5% 0.5% 692 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History Reduced 23,472 1,994 0.06% 0.06% 693 -2,216 -8.63% Q3 2026 Oct 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 23,263 1,988 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 07, 2026
WHITTIER TRUST CO History No change 22,949 1,977 0.02% 0.02% 695 0 0.0% Q2 2026 Jul 27, 2026
Stratos Wealth Advisors, LLC History No change 23,095 1,974 0.11% 0.11% 696 0 0.0% Q2 2026 Aug 11, 2026
TRUE Private Wealth Advisors History No change 22,992 1,965 0.17% 0.17% 697 0 0.0% Q2 2026 Jul 23, 2026
Cannon Financial Strategists, Inc. History No change 22,838 1,952 0.22% 0.22% 698 0 0.0% Q2 2026 Aug 07, 2026
ATLAS CAPITAL ADVISORS INC. History No change 22,701 1,940 0.21% 0.21% 699 0 0.0% Q2 2026 Aug 13, 2026
Hudock, Inc. History No change 22,673 1,938 0.25% 0.25% 700 0 0.0% Q2 2026 Jul 31, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 22,586 1,930 1.72% 1.72% 701 0 0.0% Q2 2026 Aug 05, 2026
TABR Capital Management, LLC History No change 22,537 1,926 1.64% 1.64% 702 0 0.0% Q2 2026 Jul 24, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 22,501 1,923 1.05% 1.05% 703 0 0.0% Q2 2026 Jul 20, 2026
HBW ADVISORY SERVICES LLC History No change 22,482 1,921 0.17% 0.17% 704 0 0.0% Q2 2026 Jul 16, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 22,334 1,909 0.41% 0.41% 705 0 0.0% Q2 2026 Jul 22, 2026
Flower City Capital History No change 22,257 1,902 0.84% 0.84% 706 0 0.0% Q2 2026 Jul 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 22,225 1,900 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 22,153 1,893 0.06% 0.06% 708 0 0.0% Q2 2026 Aug 14, 2026
BCS Wealth Management History No change 22,125 1,891 0.34% 0.34% 709 0 0.0% Q2 2026 Jul 16, 2026
FIDUCIARY TRUST CO History No change 22,084 1,887 0.02% 0.02% 710 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 21,998 1,880 0.16% 0.16% 711 0 0.0% Q2 2026 Jul 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 21,974 1,878 0.03% 0.03% 712 0 0.0% Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History No change 21,939 1,875 0.06% 0.06% 713 0 0.0% Q2 2026 Aug 05, 2026
Sovran Advisors, LLC History No change 22,610 1,862 0.14% 0.14% 714 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 21,702 1,856 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 12, 2026
North Capital, Inc. History No change 21,607 1,847 1.4% 1.4% 716 0 0.0% Q2 2026 Jul 14, 2026
Bradley & Co. Private Wealth Management, LLC History No change 21,558 1,843 0.88% 0.88% 717 0 0.0% Q2 2026 Aug 10, 2026
Freestone Capital Holdings, LLC History No change 21,502 1,838 0.05% 0.05% 718 0 0.0% Q2 2026 Jul 31, 2026
FIRST COMMUNITY TRUST NA History Added to 21,597 1,834 0.61% 0.71% 719 +3,139 17.01% Q3 2026 Oct 07, 2026
DAVIS R M INC History No change 21,412 1,830 0.03% 0.03% 720 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Advisors Inc. History No change 21,408 1,830 0.31% 0.31% 721 0 0.0% Q2 2026 Jul 16, 2026
Werba Rubin Papier Wealth Management History No change 21,361 1,826 0.22% 0.22% 722 0 0.0% Q2 2026 Jul 27, 2026
IRON Financial LLC History No change 21,312 1,821 0.75% 0.75% 723 0 0.0% Q2 2026 Jul 22, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 21,305 1,821 0.9% 0.9% 724 0 0.0% Q2 2026 Jul 21, 2026
KINTRA WEALTH, LLC History No change 20,645 1,810 0.09% 0.09% 725 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 21,111 1,804 0.05% 0.05% 726 0 0.0% Q2 2026 Aug 04, 2026
Indivisible Partners History No change 21,073 1,801 0.1% 0.1% 727 0 0.0% Q2 2026 Aug 04, 2026
Safe Harbor Fiduciary, LLC History No change 20,961 1,791 1.4% 1.4% 728 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 20,912 1,787 0.02% 0.02% 729 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Partners, LLC History No change 20,809 1,778 0.22% 0.22% 730 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 20,684 1,767 0.18% 0.18% 731 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL CITY TRUST CO/FL History No change 20,599 1,761 0.37% 0.37% 732 0 0.0% Q2 2026 Aug 04, 2026
Bleakley Financial Group, LLC History No change 20,568 1,758 0.02% 0.02% 733 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 20,470 1,749 0.05% 0.05% 734 0 0.0% Q2 2026 Aug 03, 2026
UNIQUE WEALTH, LLC History No change 20,414 1,745 0.2% 0.2% 735 0 0.0% Q2 2026 Jul 21, 2026
ATLas Financial Planning LLC History No change 20,414 1,745 1.41% 1.41% 736 0 0.0% Q2 2026 Jul 22, 2026
United Financial Planning Group LLC History No change 20,403 1,744 0.89% 0.89% 737 0 0.0% Q2 2026 Aug 06, 2026
Almanack Investment Partners, LLC. History No change 20,228 1,729 0.22% 0.22% 738 0 0.0% Q2 2026 Jul 30, 2026
CURA WEALTH ADVISORS, LLC History No change 20,155 1,723 0.74% 0.74% 739 0 0.0% Q2 2026 Aug 06, 2026
HighPoint Advisor Group LLC History No change 20,070 1,715 0.06% 0.06% 740 0 0.0% Q2 2026 Aug 05, 2026
NOVEM GROUP History No change 20,035 1,712 0.17% 0.17% 741 0 0.0% Q2 2026 Jul 21, 2026
COGENT STRATEGIC WEALTH LLC History No change 20,033 1,712 1.63% 1.63% 742 0 0.0% Q2 2026 Aug 11, 2026
Clear Creek Financial Management, LLC History No change 19,989 1,708 0.11% 0.11% 743 0 0.0% Q2 2026 Jul 27, 2026
CORA CAPITAL ADVISORS LLC History No change 19,972 1,707 0.48% 0.48% 744 0 0.0% Q2 2026 Jul 24, 2026
Alliance Wealth Advisors, LLC /UT History No change 19,954 1,705 0.32% 0.32% 745 0 0.0% Q2 2026 Jul 23, 2026
DeDora Capital, Inc. History No change 19,930 1,703 0.37% 0.37% 746 0 0.0% Q2 2026 Jul 13, 2026
Rolek Wealth Management LLC History No change 19,924 1,703 0.95% 0.95% 747 0 0.0% Q2 2026 Jul 14, 2026
Carolina Wealth Management Inc History No change 19,925 1,703 0.78% 0.78% 748 0 0.0% Q2 2026 Aug 11, 2026
Fonville Wealth Management LLC History No change 19,905 1,701 0.28% 0.28% 749 0 0.0% Q2 2026 Jul 28, 2026
Innovative Asset Advisors Group, LLC History No change 19,824 1,694 0.74% 0.74% 750 0 0.0% Q2 2026 Aug 05, 2026
Smithfield Trust Co History No change 19,658 1,680 0.07% 0.07% 751 0 0.0% Q2 2026 Aug 05, 2026
ZENITH SOLUTIONS, INC. History No change 19,659 1,680 1.52% 1.52% 752 0 0.0% Q2 2026 Aug 03, 2026
Forum Financial Management, LP History No change 19,623 1,677 0.02% 0.02% 753 0 0.0% Q2 2026 Jul 23, 2026
Roehl & Yi Investment Advisors, LLC History No change 27,973 1,673 0.55% 0.55% 754 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History No change 19,470 1,664 0.05% 0.05% 755 0 0.0% Q2 2026 Jul 31, 2026
Gridiron Partners, LLC History No change 19,467 1,653 0.83% 0.87% 756 0 0.0% Q3 2026 Oct 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 19,308 1,650 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 11, 2026
Ocean Park Asset Management, LLC History No change 19,308 1,650 0.08% 0.08% 758 0 0.0% Q2 2026 Jul 09, 2026
KCM INVESTMENT ADVISORS LLC History No change 19,175 1,639 0.05% 0.05% 759 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 19,007 1,624 0.25% 0.25% 760 0 0.0% Q2 2026 Aug 05, 2026
Montis Financial, LLC History No change 19,007 1,624 0.33% 0.33% 761 0 0.0% Q2 2026 Aug 05, 2026
NorthLanding Financial Partners, LLC History No change 18,969 1,621 1.12% 1.12% 762 0 0.0% Q2 2026 Jul 23, 2026
Elm Partners Management LLC History No change 18,928 1,618 0.05% 0.05% 763 0 0.0% Q2 2026 Oct 07, 2026
DecisionPoint Financial, LLC History No change 19,028 1,608 0.3% 0.3% 764 0 0.0% Q2 2026 Aug 05, 2026
VestGen Advisors, LLC History No change 18,788 1,606 0.05% 0.05% 765 0 0.0% Q2 2026 Aug 11, 2026
BLB&B Advisors, LLC History No change 18,751 1,603 0.06% 0.06% 766 0 0.0% Q2 2026 Aug 05, 2026
Verdence Capital Advisors LLC History No change 18,537 1,584 0.08% 0.08% 767 0 0.0% Q2 2026 Jul 29, 2026
UNITED BANK History No change 18,500 1,581 0.19% 0.19% 768 0 0.0% Q2 2026 Jul 30, 2026
Calder Financial LLC History No change 18,496 1,581 1.49% 1.49% 769 0 0.0% Q2 2026 Jul 07, 2026
PFG Investments, LLC History No change 18,393 1,572 0.06% 0.06% 770 0 0.0% Q2 2026 Jul 23, 2026
Jasper Ridge Partners, L.P. History No change 18,369 1,570 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 18,260 1,561 0.49% 0.49% 772 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 18,265 1,551 0.05% 0.05% 773 0 0.0% Q2 2026 Aug 12, 2026
Accretive Wealth Partners, LLC History No change 18,056 1,543 0.37% 0.37% 774 0 0.0% Q2 2026 Jul 29, 2026
VERITY Wealth Advisors History No change 18,045 1,542 0.93% 0.93% 775 0 0.0% Q2 2026 Jul 16, 2026
Purpose Unlimited Inc. History No change 18,000 1,538 0.06% 0.06% 776 0 0.0% Q2 2026 Aug 13, 2026
WCG Wealth Advisors LLC History No change 17,969 1,536 0.04% 0.04% 777 0 0.0% Q2 2026 Aug 14, 2026
Blankinship & Foster, LLC History No change 17,843 1,525 0.31% 0.31% 778 0 0.0% Q2 2026 Jul 30, 2026
SouthState Bank Corp History No change 17,780 1,520 0.06% 0.06% 779 0 0.0% Q2 2026 Aug 06, 2026
Reality Financial Planning Services, LLC History No change 17,781 1,520 1.47% 1.47% 780 0 0.0% Q2 2026 Aug 17, 2026
NorthRock Partners, LLC History No change 17,780 1,519 0.02% 0.02% 781 0 0.0% Q2 2026 Aug 11, 2026
Bridgewater Advisors Inc. History No change 17,631 1,498 0.08% 0.08% 782 0 0.0% Q2 2026 Aug 05, 2026
Donalies Financial Planning, LLC History No change 17,529 1,498 1.1% 1.1% 783 0 0.0% Q2 2026 Aug 06, 2026
Tortoise Investment Management, LLC History No change 17,501 1,496 0.11% 0.11% 784 0 0.0% Q2 2026 Aug 07, 2026
Red Door Wealth Management, LLC History No change 17,465 1,493 0.14% 0.14% 785 0 0.0% Q2 2026 Jul 13, 2026
Kaydan Wealth Management, Inc. History Reduced 17,553 1,491 0.51% 0.48% 786 -827 -4.5% Q3 2026 Oct 08, 2026
Advisor OS, LLC History No change 17,408 1,488 0.1% 0.1% 787 0 0.0% Q2 2026 Aug 05, 2026
Wiser Wealth Management, Inc History No change 17,265 1,475 0.28% 0.28% 788 0 0.0% Q2 2026 Jul 14, 2026
NVWM, LLC History No change 17,206 1,470 0.3% 0.3% 789 0 0.0% Q2 2026 Jul 28, 2026
Verity Asset Management, Inc. History No change 17,150 1,466 0.55% 0.55% 790 0 0.0% Q2 2026 Aug 13, 2026
Partners in Financial Planning History No change 17,158 1,466 0.22% 0.22% 791 0 0.0% Q2 2026 Aug 10, 2026
One Degree Advisors Inc History No change 17,338 1,465 0.33% 0.33% 792 0 0.0% Q2 2026 Jul 31, 2026
O'ROURKE & COMPANY, Inc History No change 17,128 1,464 0.51% 0.51% 793 0 0.0% Q2 2026 Aug 14, 2026
ENTRUST FINANCIAL LLC History No change 17,128 1,464 0.95% 0.95% 794 0 0.0% Q2 2026 Jul 20, 2026
Lummis Asset Management, LP History No change 17,095 1,461 0.87% 0.87% 795 0 0.0% Q2 2026 Aug 03, 2026
DT Investment Partners, LLC History No change 17,079 1,460 0.11% 0.11% 796 0 0.0% Q2 2026 Jul 27, 2026
First City Capital Management, Inc. History No change 17,049 1,457 0.71% 0.71% 797 0 0.0% Q2 2026 Jul 13, 2026
DiPaolo Financial Group, Inc. History No change 17,017 1,454 0.95% 0.95% 798 0 0.0% Q2 2026 Jul 09, 2026
ROTHSCHILD INVESTMENT LLC History No change 16,950 1,449 0.05% 0.05% 799 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 16,940 1,448 0.03% 0.03% 800 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 16,889 1,444 0.01% 0.01% 801 0 0.0% Q2 2026 Jul 24, 2026
WealthPlan Investment Management, LLC History No change 16,900 1,444 0.07% 0.07% 802 0 0.0% Q2 2026 Jul 28, 2026
WEIK CAPITAL MANAGEMENT History No change 16,855 1,440 0.55% 0.55% 803 0 0.0% Q2 2026 Aug 12, 2026
Chevy Chase Trust Holdings, LLC History No change 16,774 1,434 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 14, 2026
Bravera Wealth History No change 16,746 1,431 0.55% 0.55% 805 0 0.0% Q2 2026 Jul 23, 2026
Badgley Phelps Wealth Managers, LLC History No change 16,728 1,430 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 31, 2026
Trueblood Wealth Management, LLC History No change 16,567 1,416 0.49% 0.49% 807 0 0.0% Q2 2026 Jul 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 16,519 1,412 0.07% 0.07% 808 0 0.0% Q2 2026 Jul 23, 2026
HALL LAURIE J TRUSTEE History No change 16,629 1,412 0.45% 0.44% 809 0 0.0% Q3 2026 Oct 06, 2026
Sanchez Gaunt Capital Management, LLC History No change 16,513 1,411 0.79% 0.79% 810 0 0.0% Q2 2026 Aug 14, 2026
Exit Wealth Advisors, LLC. History No change 16,478 1,408 0.64% 0.64% 811 0 0.0% Q2 2026 Aug 11, 2026
Bedel Financial Consulting, Inc. History No change 16,434 1,404 0.13% 0.13% 812 0 0.0% Q2 2026 Jul 29, 2026
Capital Wealth Alliance, LLC History No change 16,433 1,404 0.65% 0.65% 813 0 0.0% Q2 2026 Jul 31, 2026
Strategies Wealth Advisors, LLC History No change 16,414 1,403 0.13% 0.13% 814 0 0.0% Q2 2026 Aug 14, 2026
Berger Financial Group, Inc History No change 16,312 1,394 0.07% 0.07% 815 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 16,210 1,385 0.75% 0.75% 816 0 0.0% Q2 2026 Aug 13, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History No change 16,196 1,384 0.34% 0.34% 817 0 0.0% Q2 2026 Jul 30, 2026
Pacifica Partners Inc. History Added to 16,316 1,377 0.41% 0.08% 818 +13,234 429.4% Q3 2026 Oct 08, 2026
Independent Family Office, LLC History No change 16,057 1,372 0.55% 0.55% 819 0 0.0% Q2 2026 Aug 11, 2026
Carter Financial, LLC History No change 16,014 1,369 1.03% 1.03% 820 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 15,969 1,365 0.0% 0.0% 821 0 0.0% Q2 2026 Aug 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 15,975 1,365 0.17% 0.17% 822 0 0.0% Q2 2026 Jul 27, 2026
FC Advisory LLC History Added to 16,051 1,363 0.36% 0.26% 823 +4,362 37.32% Q3 2026 Oct 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 15,844 1,354 0.06% 0.06% 824 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Group, LLC / IL History No change 15,785 1,349 0.33% 0.33% 825 0 0.0% Q2 2026 Jul 30, 2026
Powers Advisory Group, LLC History No change 15,779 1,348 0.42% 0.42% 826 0 0.0% Q2 2026 Jul 31, 2026
Mission Creek Capital Partners, Inc. History No change 15,763 1,347 0.24% 0.24% 827 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 15,747 1,346 0.07% 0.07% 828 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 15,747 1,346 0.01% 0.01% 829 0 0.0% Q2 2026 Aug 14, 2026
Investment Research & Advisory Group, Inc. History No change 15,732 1,344 0.41% 0.41% 830 0 0.0% Q2 2026 Jul 23, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 15,665 1,339 0.33% 0.33% 831 0 0.0% Q2 2026 Aug 14, 2026
Tilson Financial Group, Inc. History No change 15,628 1,336 0.37% 0.37% 832 0 0.0% Q2 2026 Jul 27, 2026
Beacon Bridge Wealth Partners, LLC History No change 15,516 1,326 0.38% 0.38% 833 0 0.0% Q2 2026 Aug 05, 2026
Innovative Wealth Building LLC History No change 15,509 1,325 0.77% 0.77% 834 0 0.0% Q2 2026 Jul 23, 2026
Lebenthal Global Advisors, LLC History No change 15,497 1,324 0.18% 0.18% 835 0 0.0% Q2 2026 Jul 30, 2026
MASECO LLP History No change 15,472 1,322 0.04% 0.04% 836 0 0.0% Q2 2026 Aug 05, 2026
LMCG INVESTMENTS, LLC History No change 15,414 1,317 0.07% 0.07% 837 0 0.0% Q2 2026 Jul 22, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 15,403 1,316 0.52% 0.52% 838 0 0.0% Q2 2026 Jul 21, 2026
WMG Financial Advisors, LLC History No change 15,388 1,315 0.5% 0.5% 839 0 0.0% Q2 2026 Jul 23, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 15,374 1,314 0.63% 0.63% 840 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 15,318 1,309 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 14, 2026
Nabity-Jensen Investment Management Inc History No change 15,309 1,308 0.8% 0.8% 842 0 0.0% Q2 2026 Jul 27, 2026
Aufman Associates Inc History No change 15,298 1,307 0.52% 0.52% 843 0 0.0% Q2 2026 Aug 12, 2026
REGATTA CAPITAL GROUP, LLC History No change 15,264 1,304 0.18% 0.18% 844 0 0.0% Q2 2026 Aug 12, 2026
BCM ADVISORS, LLC History No change 15,578 1,299 0.25% 0.25% 845 0 0.0% Q2 2026 Jul 28, 2026
Duncan Williams Asset Management, LLC History No change 15,177 1,297 0.29% 0.29% 846 0 0.0% Q2 2026 Jul 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 15,165 1,296 0.53% 0.53% 847 0 0.0% Q2 2026 Sep 18, 2026
Ascension Capital Advisors, Inc. History No change 15,151 1,295 0.36% 0.36% 848 0 0.0% Q2 2026 Jul 27, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 15,105 1,291 0.09% 0.09% 849 0 0.0% Q2 2026 Aug 05, 2026
Hopwood Financial Services, Inc. History No change 15,069 1,288 0.75% 0.75% 850 0 0.0% Q2 2026 Jul 22, 2026
Rooted Wealth Advisors, Inc. History No change 15,065 1,287 0.32% 0.32% 851 0 0.0% Q2 2026 Jul 28, 2026
Liberty Capital Management, Inc. History No change 15,053 1,286 0.22% 0.22% 852 0 0.0% Q2 2026 Jul 17, 2026
Auxano Advisors, LLC History No change 15,002 1,282 0.24% 0.24% 853 0 0.0% Q2 2026 Aug 07, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History No change 14,995 1,281 0.79% 0.79% 854 0 0.0% Q2 2026 Jul 28, 2026
ProVise Management Group, LLC History No change 14,980 1,280 0.09% 0.09% 855 0 0.0% Q2 2026 Aug 03, 2026
FWG Investments, LLC. History No change 14,979 1,280 0.68% 0.68% 856 0 0.0% Q2 2026 Jul 28, 2026
Integrity Advisory Solutions, LLC History No change 14,975 1,280 0.13% 0.13% 857 0 0.0% Q2 2026 Jul 31, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 14,927 1,276 0.03% 0.03% 858 0 0.0% Q2 2026 Jul 17, 2026
Bryant Woods Investment Advisors, LLC History No change 14,937 1,276 0.35% 0.35% 859 0 0.0% Q2 2026 Jul 22, 2026
Phillip James Consulting Co. History No change 14,932 1,276 0.85% 0.85% 860 0 0.0% Q2 2026 Jul 28, 2026
Blue Trust, Inc. History No change 14,912 1,274 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 21, 2026
Premier Path Wealth Partners, LLC History No change 14,873 1,271 0.15% 0.15% 862 0 0.0% Q2 2026 Jul 21, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 14,873 1,271 0.51% 0.51% 863 0 0.0% Q2 2026 Jul 24, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 14,865 1,270 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 13, 2026
Morton Brown Family Wealth, LLC History No change 14,847 1,269 0.29% 0.29% 865 0 0.0% Q2 2026 Jul 21, 2026
Vanguard Personalized Indexing Management, LLC History No change 14,824 1,267 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 14,827 1,267 0.03% 0.03% 867 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History No change 14,738 1,259 0.05% 0.05% 868 0 0.0% Q2 2026 Jul 09, 2026
Old North State Wealth Management, LLC History No change 14,726 1,259 0.54% 0.54% 869 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 14,661 1,253 0.02% 0.02% 870 0 0.0% Q2 2026 Aug 14, 2026
HRC WEALTH MANAGEMENT, LLC History No change 14,568 1,245 0.51% 0.51% 871 0 0.0% Q2 2026 Jul 10, 2026
VestGen Investment Management History No change 14,477 1,237 0.66% 0.66% 872 0 0.0% Q2 2026 Jul 31, 2026
TRED AVON FAMILY WEALTH, LLC History No change 14,470 1,237 0.38% 0.38% 873 0 0.0% Q2 2026 Aug 10, 2026
Intrinsic Value Partners, LLC History No change 14,467 1,236 0.84% 0.84% 874 0 0.0% Q2 2026 Jul 14, 2026
SC&H Financial Advisors, Inc. History No change 14,434 1,233 0.16% 0.16% 875 0 0.0% Q2 2026 Aug 04, 2026
Hurley Capital, LLC History No change 14,403 1,231 0.64% 0.64% 876 0 0.0% Q2 2026 Aug 10, 2026
Diversified Portfolios, Inc. History No change 14,379 1,229 0.09% 0.09% 877 0 0.0% Q2 2026 Aug 04, 2026
Florida Trust Wealth Management Co History No change 14,261 1,219 0.03% 0.03% 878 0 0.0% Q2 2026 Jul 27, 2026
Cardinal Point Capital Management ULC History No change 14,229 1,216 0.07% 0.07% 879 0 0.0% Q2 2026 Jul 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 14,221 1,215 0.03% 0.03% 880 0 0.0% Q2 2026 Aug 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 14,212 1,214 0.02% 0.02% 881 0 0.0% Q2 2026 Aug 03, 2026
Magnolia Private Wealth, LLC History No change 14,167 1,211 0.66% 0.66% 882 0 0.0% Q2 2026 Aug 05, 2026
J.M. Arbour, LLC History No change 14,139 1,208 1.04% 1.04% 883 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 14,117 1,206 0.03% 0.03% 884 0 0.0% Q2 2026 Jul 28, 2026
Rossmore Private Capital History No change 13,990 1,196 0.1% 0.1% 885 0 0.0% Q2 2026 Jul 31, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 13,986 1,195 0.08% 0.08% 886 0 0.0% Q2 2026 Jul 31, 2026
NIXON PEABODY TRUST CO History No change 13,988 1,195 0.08% 0.08% 887 0 0.0% Q2 2026 Jul 27, 2026
Permanent Capital Management, LP History No change 13,986 1,195 0.16% 0.16% 888 0 0.0% Q2 2026 Aug 12, 2026
Keystone Financial Group History No change 13,936 1,191 0.07% 0.07% 889 0 0.0% Q2 2026 Jul 29, 2026
Integrated Advisors Network LLC History No change 13,905 1,188 0.05% 0.05% 890 0 0.0% Q2 2026 Aug 11, 2026
Bison Wealth, LLC History No change 13,756 1,185 0.11% 0.11% 891 0 0.0% Q2 2026 Jul 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 13,852 1,184 0.08% 0.08% 892 0 0.0% Q2 2026 Jul 07, 2026
CNB Bank History No change 13,778 1,177 0.46% 0.46% 893 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 13,746 1,175 0.06% 0.06% 894 0 0.0% Q2 2026 Jul 27, 2026
Certified Advisory Corp History No change 13,738 1,174 0.09% 0.09% 895 0 0.0% Q2 2026 Jul 16, 2026
Pure Financial Advisors, LLC History No change 13,593 1,162 0.01% 0.01% 896 0 0.0% Q2 2026 Aug 14, 2026
Innova Wealth Partners History No change 13,581 1,161 0.48% 0.48% 897 0 0.0% Q2 2026 Jul 15, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 13,551 1,158 0.23% 0.23% 898 0 0.0% Q2 2026 Jul 08, 2026
LPWM LLC History No change 13,545 1,157 0.26% 0.26% 899 0 0.0% Q2 2026 Jul 24, 2026
Ervin Investment Management, LLC History No change 13,539 1,157 0.63% 0.63% 900 0 0.0% Q2 2026 Jul 14, 2026
Russell Investments Group, Ltd. History No change 13,524 1,156 0.0% 0.0% 901 0 0.0% Q2 2026 Aug 06, 2026
McAdam, LLC History No change 13,524 1,156 0.04% 0.04% 902 0 0.0% Q2 2026 Aug 04, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 13,529 1,156 0.52% 0.52% 903 0 0.0% Q2 2026 Aug 17, 2026
Farnam Financial LLC History No change 13,508 1,154 0.84% 0.84% 904 0 0.0% Q2 2026 Jul 22, 2026
Stonekeep Investments, LLC History No change 13,428 1,148 0.67% 0.67% 905 0 0.0% Q2 2026 Jul 10, 2026
Kera Capital Partners, Inc. History No change 13,388 1,144 0.11% 0.11% 906 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 13,338 1,140 0.01% 0.01% 907 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Financial Group, LLC History No change 13,320 1,138 0.36% 0.36% 908 0 0.0% Q3 2026 Oct 06, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 13,259 1,133 0.49% 0.49% 909 0 0.0% Q2 2026 Jul 22, 2026
Interchange Capital Partners, LLC History No change 13,250 1,132 0.21% 0.21% 910 0 0.0% Q2 2026 Jul 20, 2026
Welch Group, LLC History No change 13,239 1,131 0.04% 0.04% 911 0 0.0% Q2 2026 Jul 23, 2026
Orion Porfolio Solutions, LLC History No change 13,227 1,130 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 13,197 1,128 0.03% 0.03% 913 0 0.0% Q2 2026 Jul 09, 2026
ROBERTS GLORE & CO INC /IL/ History No change 13,141 1,123 0.28% 0.28% 914 0 0.0% Q2 2026 Aug 10, 2026
High Net Worth Advisory Group LLC History No change 13,124 1,122 0.24% 0.24% 915 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 12,788 1,106 0.02% 0.02% 916 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 12,906 1,103 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 13, 2026
Midwest Trust Co History No change 12,896 1,102 0.01% 0.01% 918 0 0.0% Q2 2026 Aug 04, 2026
Tradition Wealth Management, LLC History No change 12,872 1,100 0.07% 0.07% 919 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History No change 12,816 1,095 0.09% 0.09% 920 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 12,773 1,091 0.34% 0.34% 921 0 0.0% Q2 2026 Jul 30, 2026
Valley Financial Group, Inc. History No change 12,719 1,087 0.54% 0.54% 922 0 0.0% Q2 2026 Aug 14, 2026
Arkos Global Advisors History No change 12,681 1,084 0.13% 0.13% 923 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 12,683 1,084 0.01% 0.01% 924 0 0.0% Q2 2026 Sep 23, 2026
Stratos Investment Management, LLC History No change 12,674 1,083 0.04% 0.04% 925 0 0.0% Q2 2026 Aug 11, 2026
Gradient Investments LLC History Added to 12,652 1,074 0.02% 0.01% 926 +1,437 12.81% Q3 2026 Oct 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 12,494 1,068 0.05% 0.05% 927 0 0.0% Q2 2026 Jul 28, 2026
Aurdan Capital Management, LLC History No change 12,498 1,068 0.27% 0.27% 928 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Investment Partners, Inc. History No change 12,467 1,065 0.03% 0.03% 929 0 0.0% Q2 2026 Aug 13, 2026
Pathway Financial Advisers, LLC History No change 12,451 1,064 0.27% 0.27% 930 0 0.0% Q2 2026 Jul 30, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 12,404 1,060 0.26% 0.26% 931 0 0.0% Q2 2026 Jul 28, 2026
CERTUITY, LLC History No change 12,386 1,058 0.05% 0.05% 932 0 0.0% Q2 2026 Jul 28, 2026
Wealth Group Ltd History Added to 12,383 1,057 0.2% 0.2% 933 +119 0.97% Q3 2026 Oct 07, 2026
Northern Lights Advisors, Inc. History No change 12,282 1,049 0.57% 0.57% 934 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History No change 12,270 1,048 0.19% 0.19% 935 0 0.0% Q2 2026 Aug 04, 2026
Veratis Advisors, Inc. History No change 12,247 1,046 0.74% 0.74% 936 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 12,219 1,044 0.02% 0.02% 937 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 12,181 1,041 0.8% 0.8% 938 0 0.0% Q2 2026 Jul 30, 2026
Advisors Capital Management, LLC History No change 12,154 1,039 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History No change 12,162 1,039 0.01% 0.01% 940 0 0.0% Q2 2026 Aug 06, 2026
Key Capital Management, INC History No change 12,100 1,034 0.53% 0.53% 941 0 0.0% Q2 2026 Jul 27, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 12,088 1,033 0.42% 0.42% 942 0 0.0% Q2 2026 Jul 28, 2026
Icon Wealth Advisors, LLC History No change 12,010 1,026 0.06% 0.06% 943 0 0.0% Q2 2026 Aug 05, 2026
Meredith Wealth Planning History No change 11,908 1,018 0.24% 0.24% 944 0 0.0% Q2 2026 Jul 24, 2026
Ethic Inc. History No change 11,904 1,017 0.01% 0.01% 945 0 0.0% Q2 2026 Jul 29, 2026
Anchor Investment Management, LLC History No change 11,852 1,013 0.08% 0.08% 946 0 0.0% Q2 2026 Sep 15, 2026
Etesian Wealth Advisors, Inc. History No change 11,843 1,012 0.3% 0.3% 947 0 0.0% Q2 2026 Jul 23, 2026
Chesley Taft & Associates LLC History No change 11,813 1,009 0.04% 0.04% 948 0 0.0% Q2 2026 Jul 08, 2026
EWA, LLC History No change 11,777 1,006 0.18% 0.18% 949 0 0.0% Q2 2026 Jul 14, 2026
Great Hill Capital LLC History No change 11,706 1,000 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 27, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 11,689 999 0.07% 0.07% 951 0 0.0% Q2 2026 Jul 16, 2026
Tolleson Wealth Management, Inc. History No change 11,683 998 0.13% 0.13% 952 0 0.0% Q2 2026 Aug 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 11,645 995 0.16% 0.16% 953 0 0.0% Q2 2026 Aug 07, 2026
Causey Wealth LLC History No change 11,606 992 0.39% 0.39% 954 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 11,582 990 0.02% 0.02% 955 0 0.0% Q2 2026 Jul 28, 2026
SJS Investment Consulting Inc. History No change 11,500 983 0.11% 0.11% 956 0 0.0% Q2 2026 Jul 22, 2026
Geometric Wealth Advisors History No change 11,502 983 0.11% 0.11% 957 0 0.0% Q2 2026 Aug 11, 2026
RKL Wealth Management LLC History No change 11,479 981 0.08% 0.08% 958 0 0.0% Q2 2026 Aug 10, 2026
Capital Group Private Client Services, Inc. History No change 11,363 971 0.01% 0.01% 959 0 0.0% Q2 2026 Aug 12, 2026
Providence First Trust Co History No change 11,349 970 0.27% 0.27% 960 0 0.0% Q2 2026 Jul 27, 2026
Ankerstar Wealth, LLC History No change 11,293 965 0.81% 0.81% 961 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Wealth, LLC. History No change 11,276 963 0.53% 0.53% 962 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 11,250 962 0.02% 0.02% 963 0 0.0% Q2 2026 Aug 11, 2026
Palisade Asset Management, LLC History No change 11,264 962 0.09% 0.09% 964 0 0.0% Q2 2026 Jul 20, 2026
Tennessee Valley Asset Management Partners History No change 11,254 962 0.11% 0.11% 965 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Added to 11,321 961 0.03% 0.0% 966 +10,963 3062.29% Q3 2026 Oct 05, 2026
Soltis Investment Advisors LLC History No change 11,199 957 0.05% 0.05% 967 0 0.0% Q2 2026 Jul 31, 2026
Ackerman Capital Advisors, LLC History No change 11,184 956 0.19% 0.19% 968 0 0.0% Q2 2026 Jul 30, 2026
Moss Adams Wealth Advisors LLC History No change 11,163 954 0.06% 0.06% 969 0 0.0% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History Added to 11,199 951 0.08% 0.01% 970 +10,261 1093.92% Q3 2026 Oct 01, 2026
EVERPAR ADVISORS LLC History No change 11,079 947 0.27% 0.27% 971 0 0.0% Q2 2026 Jul 09, 2026
Eldridge Investment Advisors, Inc. History No change 11,067 946 0.19% 0.19% 972 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 11,064 945 0.01% 0.01% 973 0 0.0% Q2 2026 Aug 10, 2026
ALTFEST L J & CO INC History No change 11,046 944 0.09% 0.09% 974 0 0.0% Q2 2026 Jul 30, 2026
Falcon Wealth Planning History No change 11,044 944 0.06% 0.06% 975 0 0.0% Q2 2026 Jul 13, 2026
Onyx Bridge Wealth Group LLC History No change 11,023 942 0.08% 0.08% 976 0 0.0% Q2 2026 Jul 23, 2026
Amicus Financial Advisors, LLC History No change 11,010 941 0.23% 0.23% 977 0 0.0% Q2 2026 Jul 20, 2026
Quent Capital, LLC History No change 27,650 928 0.06% 0.06% 978 0 0.0% Q2 2026 Aug 07, 2026
SEMITAM BONAM LLC History No change 10,865 928 0.68% 0.68% 979 0 0.0% Q2 2026 Jul 24, 2026
Daviman Financial, LLC History No change 10,861 928 0.51% 0.51% 980 0 0.0% Q2 2026 Jul 24, 2026
Aspire Private Capital, LLC History No change 10,848 927 0.19% 0.19% 981 0 0.0% Q2 2026 Jul 15, 2026
IMC-Chicago, LLC History No change 10,809 924 0.0% 0.0% 982 0 0.0% Q2 2026 Aug 06, 2026
Vawter Financial, Ltd. History No change 10,800 923 0.35% 0.35% 983 0 0.0% Q2 2026 Jul 24, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 10,767 920 0.06% 0.06% 984 0 0.0% Q2 2026 Aug 04, 2026
Silver Coast Investments LLC History No change 10,765 920 0.27% 0.27% 985 0 0.0% Q2 2026 Jul 24, 2026
Drucker Wealth 3.0, LLC History No change 10,743 918 0.15% 0.15% 986 0 0.0% Q2 2026 Jul 13, 2026
Investor's Fiduciary Advisor Network, LLC History No change 10,744 918 0.31% 0.31% 987 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,730 917 0.09% 0.09% 988 0 0.0% Q2 2026 Jul 13, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 10,736 917 0.08% 0.08% 989 0 0.0% Q2 2026 Jul 28, 2026
Beacon Capital Management, LLC History No change 10,691 913 0.13% 0.13% 990 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 10,645 910 0.03% 0.03% 991 0 0.0% Q2 2026 Jul 17, 2026
Birchcreek Wealth Management, LLC History No change 10,613 907 0.35% 0.35% 992 0 0.0% Q2 2026 Aug 06, 2026
BECKER CAPITAL MANAGEMENT INC History No change 10,584 904 0.02% 0.02% 993 0 0.0% Q2 2026 Jul 31, 2026
Carson Advisory Inc. History No change 10,551 902 0.41% 0.41% 994 0 0.0% Q2 2026 Aug 11, 2026
Sloy Dahl & Holst, LLC History No change 10,529 900 0.11% 0.11% 995 0 0.0% Q2 2026 Aug 13, 2026
Williams Jones Wealth Management, LLC. History No change 10,526 899 0.01% 0.01% 996 0 0.0% Q2 2026 Aug 05, 2026
Carl P. Sherr & Co., LLC History No change 10,516 899 0.38% 0.38% 997 0 0.0% Q2 2026 Jul 31, 2026
AGF MANAGEMENT LTD History No change 10,510 898 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 10, 2026
CVFG LLC History No change 10,464 894 0.09% 0.09% 999 0 0.0% Q2 2026 Aug 11, 2026
Gladstone Institutional Advisory LLC History No change 10,453 893 0.03% 0.03% 1000 0 0.0% Q2 2026 Jul 27, 2026
EASTERN BANK History No change 10,500 892 0.01% 0.01% 1001 0 0.0% Q3 2026 Oct 05, 2026
Pasadena Private Wealth, LLC History No change 10,423 891 0.11% 0.11% 1002 0 0.0% Q2 2026 Aug 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 10,419 890 0.15% 0.15% 1003 0 0.0% Q2 2026 Aug 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 10,388 888 0.11% 0.11% 1004 0 0.0% Q2 2026 Aug 25, 2026
CAHILL FINANCIAL ADVISORS INC History No change 10,381 887 0.09% 0.09% 1005 0 0.0% Q2 2026 Aug 11, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 10,330 883 0.13% 0.13% 1006 0 0.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 10,334 883 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 10,298 880 0.09% 0.09% 1008 0 0.0% Q2 2026 Aug 05, 2026
GERBER, LLC History No change 10,302 880 0.41% 0.41% 1009 0 0.0% Q2 2026 Jul 29, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 10,286 879 0.28% 0.28% 1010 0 0.0% Q2 2026 Jul 28, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 10,278 878 0.42% 0.42% 1011 0 0.0% Q2 2026 Aug 05, 2026
Sonoma Allocations LLC History No change 10,309 875 0.27% 0.27% 1012 0 0.0% Q2 2026 Jul 08, 2026
Burton Enright Welch History No change 10,239 875 0.1% 0.1% 1013 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10,224 874 0.08% 0.08% 1014 0 0.0% Q2 2026 Aug 07, 2026
Sovereign Financial Group, Inc. History No change 10,216 873 0.13% 0.13% 1015 0 0.0% Q2 2026 Jul 24, 2026
B. Riley Wealth Advisors, Inc. History No change 10,248 870 0.05% 0.05% 1016 0 0.0% Q2 2026 Jul 14, 2026
AlTi Global, Inc. History No change 10,169 869 0.02% 0.02% 1017 0 0.0% Q2 2026 Aug 05, 2026
CFS Investment Advisory Services, LLC History No change 10,247 869 0.06% 0.06% 1018 0 0.0% Q2 2026 Jul 16, 2026
One Day In July LLC History No change 10,146 867 0.06% 0.06% 1019 0 0.0% Q2 2026 Aug 03, 2026
Lionsbridge Wealth Management LLC History No change 10,099 863 0.85% 0.85% 1020 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 10,088 862 0.02% 0.02% 1021 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 10,067 860 0.04% 0.04% 1022 0 0.0% Q2 2026 Jul 29, 2026
Life Planning Partners, Inc History No change 9,997 854 0.63% 0.63% 1023 0 0.0% Q2 2026 Jul 21, 2026
ASPIRIANT, LLC History No change 9,982 853 0.02% 0.02% 1024 0 0.0% Q2 2026 Jul 20, 2026
OAK FAMILY ADVISORS, LLC History No change 9,950 850 0.22% 0.22% 1025 0 0.0% Q2 2026 Jul 20, 2026
Allegheny Financial Group History No change 9,866 843 0.09% 0.09% 1026 0 0.0% Q2 2026 Jul 22, 2026
Grey Fox Wealth Advisors, LLC History No change 9,851 842 0.13% 0.13% 1027 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Bancorp, Inc. History No change 9,837 840 0.22% 0.22% 1028 0 0.0% Q2 2026 Jul 28, 2026
FCG Investment Co History No change 9,832 840 0.29% 0.29% 1029 0 0.0% Q2 2026 Jul 13, 2026
CALTON & ASSOCIATES, INC. History No change 9,818 839 0.12% 0.12% 1030 0 0.0% Q2 2026 Aug 10, 2026
Markowski Investments History No change 9,789 836 0.18% 0.18% 1031 0 0.0% Q2 2026 Aug 13, 2026
Davis Investment Partners, LLC History No change 9,771 835 0.25% 0.25% 1032 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,755 834 0.01% 0.01% 1033 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 9,677 827 0.02% 0.02% 1034 0 0.0% Q2 2026 Jul 27, 2026
Bay Rivers Group History No change 9,667 826 0.28% 0.28% 1035 0 0.0% Q2 2026 Jul 09, 2026
Traveka Wealth, LLC History No change 9,643 824 0.27% 0.27% 1036 0 0.0% Q2 2026 Jul 21, 2026
Novak & Powell Financial Services, Inc. History No change 9,817 818 0.39% 0.39% 1037 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Partners, Ltd. History No change 9,570 818 0.31% 0.31% 1038 0 0.0% Q2 2026 Aug 03, 2026
Destination Wealth Management History No change 9,542 815 0.02% 0.02% 1039 0 0.0% Q2 2026 Aug 14, 2026
HF Advisory Group, LLC History Reduced 9,591 814 0.24% 0.3% 1040 -1,717 -15.18% Q3 2026 Oct 09, 2026
Strategic Financial Concepts, LLC History No change 9,308 808 0.24% 0.24% 1041 0 0.0% Q2 2026 Jul 27, 2026
MONEY CONCEPTS CAPITAL CORP History No change 9,436 806 0.04% 0.04% 1042 0 0.0% Q2 2026 Aug 04, 2026
Asset Management Group, Inc. History No change 9,427 805 0.12% 0.12% 1043 0 0.0% Q2 2026 Aug 14, 2026
Granite Bay Wealth Management, LLC History No change 9,370 802 0.07% 0.07% 1044 0 0.0% Q2 2026 Aug 14, 2026
Essential Planning, LLC. History No change 9,365 800 0.23% 0.23% 1045 0 0.0% Q2 2026 Aug 03, 2026
Freedom Investment Management, Inc. History No change 9,356 799 0.22% 0.22% 1046 0 0.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History No change 9,351 799 0.19% 0.19% 1047 0 0.0% Q2 2026 Jul 15, 2026
Cottage Street Advisors LLC History No change 9,333 797 0.31% 0.31% 1048 0 0.0% Q2 2026 Jul 20, 2026
Ballast Rock Private Wealth LLC History No change 9,310 795 0.37% 0.37% 1049 0 0.0% Q2 2026 Aug 10, 2026
UPTICK PARTNERS, LLC History No change 9,275 792 0.12% 0.12% 1050 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 9,233 789 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 11, 2026
Goldstein Advisors, LLC History No change 9,202 786 0.07% 0.07% 1052 0 0.0% Q2 2026 Jul 20, 2026
J.Safra Asset Management Corp History No change 9,186 785 0.04% 0.04% 1053 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History No change 9,147 781 0.02% 0.02% 1054 0 0.0% Q2 2026 Jul 30, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 9,106 778 0.09% 0.09% 1055 0 0.0% Q2 2026 Aug 04, 2026
TWO SIGMA SECURITIES, LLC History No change 9,050 773 0.07% 0.07% 1056 0 0.0% Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 9,049 773 0.25% 0.25% 1057 0 0.0% Q2 2026 Jul 20, 2026
Caldwell Trust Co History No change 9,048 773 0.06% 0.06% 1058 0 0.0% Q2 2026 Aug 03, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 8,986 768 0.39% 0.39% 1059 0 0.0% Q2 2026 Jul 16, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 8,967 766 0.59% 0.59% 1060 0 0.0% Q2 2026 Jul 21, 2026
Ullmann Wealth Partners Group, LLC History No change 8,958 765 0.07% 0.07% 1061 0 0.0% Q2 2026 Aug 10, 2026
Laurel Wealth Planning LLC History No change 8,899 760 0.34% 0.34% 1062 0 0.0% Q2 2026 Jul 30, 2026
Wallace Advisory Group, LLC History No change 8,893 760 0.71% 0.71% 1063 0 0.0% Q2 2026 Aug 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 8,842 755 0.01% 0.01% 1064 0 0.0% Q2 2026 Jul 14, 2026
RAM Investment Partners, LLC History No change 8,767 749 0.12% 0.12% 1065 0 0.0% Q2 2026 Jul 29, 2026
180 WEALTH ADVISORS, LLC History No change 8,747 747 0.07% 0.07% 1066 0 0.0% Q2 2026 Jul 07, 2026
Bluespring Wealth Management, LLC History No change 8,720 745 0.01% 0.01% 1067 0 0.0% Q2 2026 Aug 11, 2026
Hardworking Capital Advisors, LLC History No change 8,723 745 0.61% 0.61% 1068 0 0.0% Q2 2026 Aug 03, 2026
PDS Planning, Inc History No change 8,618 736 0.04% 0.04% 1069 0 0.0% Q2 2026 Aug 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 8,619 736 0.01% 0.01% 1070 0 0.0% Q2 2026 Aug 06, 2026
SeaCrest Wealth Management, LLC History No change 8,617 736 0.08% 0.08% 1071 0 0.0% Q2 2026 Jul 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 8,602 735 0.16% 0.16% 1072 0 0.0% Q2 2026 Sep 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 8,591 734 0.23% 0.23% 1073 0 0.0% Q2 2026 Jul 31, 2026
LANE BROTHERS & CO INC History No change 8,568 732 0.48% 0.48% 1074 0 0.0% Q2 2026 Aug 05, 2026
First Bank & Trust History No change 8,567 732 0.11% 0.11% 1075 0 0.0% Q2 2026 Jul 09, 2026
Elmwood Wealth Management, Inc. History No change 8,571 732 0.18% 0.18% 1076 0 0.0% Q2 2026 Jul 07, 2026
Johnson Financial Group, Inc. History No change 8,523 728 0.02% 0.02% 1077 0 0.0% Q2 2026 Aug 10, 2026
Evolution Advisers, Inc. History No change 8,524 728 0.27% 0.27% 1078 0 0.0% Q2 2026 Jul 31, 2026
Second Line Capital, LLC History No change 8,500 726 0.14% 0.14% 1079 0 0.0% Q2 2026 Sep 02, 2026
Boyd Wealth Management, LLC History No change 8,476 724 0.27% 0.27% 1080 0 0.0% Q2 2026 Jul 16, 2026
Atlas Brown,Inc. History Added to 8,514 723 0.19% 0.13% 1081 +2,634 44.8% Q3 2026 Oct 09, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 8,464 723 0.03% 0.03% 1082 0 0.0% Q2 2026 Aug 13, 2026
S.A. Mason LLC History No change 8,465 723 0.22% 0.22% 1083 0 0.0% Q2 2026 Jul 31, 2026
Independence Bank of Kentucky History No change 8,390 717 0.08% 0.08% 1084 0 0.0% Q2 2026 Jul 13, 2026
EdgeRock Capital LLC History No change 8,373 715 0.16% 0.16% 1085 0 0.0% Q2 2026 Jul 24, 2026
American Financial Advisors, LLC History No change 8,345 713 0.09% 0.09% 1086 0 0.0% Q2 2026 Jul 14, 2026
VERUS CAPITAL PARTNERS, LLC History No change 8,339 712 0.04% 0.04% 1087 0 0.0% Q2 2026 Aug 06, 2026
PW Nova Financial Services LLC History No change 8,287 708 0.15% 0.15% 1088 0 0.0% Q2 2026 Jul 29, 2026
Financial Advisors Network, Inc. History No change 8,272 707 0.09% 0.09% 1089 0 0.0% Q2 2026 Aug 14, 2026
Athena Investment Management History No change 8,277 707 0.42% 0.42% 1090 0 0.0% Q2 2026 Aug 06, 2026
Rinkey Investments History No change 8,241 704 0.17% 0.17% 1091 0 0.0% Q2 2026 Jul 20, 2026
Impact Capital Partners LLC History No change 8,233 703 0.19% 0.19% 1092 0 0.0% Q2 2026 Jul 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 8,186 698 0.07% 0.07% 1093 0 0.0% Q2 2026 Jul 16, 2026
Paladin Advisory Group, LLC History No change 8,176 698 0.46% 0.46% 1094 0 0.0% Q2 2026 Jul 28, 2026
Waycross Investment Management Co History No change 8,144 696 0.53% 0.53% 1095 0 0.0% Q2 2026 Jul 14, 2026
Heritage Family Offices, LLP History No change 8,102 692 0.27% 0.27% 1096 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 8,102 692 0.27% 0.27% 1097 0 0.0% Q2 2026 Jul 06, 2026
Heartwood Wealth Advisors LLC History No change 8,134 691 0.05% 0.05% 1098 0 0.0% Q3 2026 Oct 05, 2026
Advisory Alpha, LLC History No change 8,072 690 0.02% 0.02% 1099 0 0.0% Q2 2026 Aug 11, 2026
GERMAN AMERICAN BANCORP, INC. History No change 8,069 689 0.05% 0.05% 1100 0 0.0% Q2 2026 Aug 06, 2026
Advus Financial Partners, LLC History No change 8,067 689 0.2% 0.2% 1101 0 0.0% Q2 2026 Oct 02, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 8,050 688 0.03% 0.03% 1102 0 0.0% Q2 2026 Jul 27, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,049 688 0.03% 0.03% 1103 0 0.0% Q2 2026 Aug 03, 2026
MTM Investment Management, LLC History No change 8,044 687 0.2% 0.2% 1104 0 0.0% Q2 2026 Aug 03, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 8,034 686 0.51% 0.51% 1105 0 0.0% Q2 2026 Jul 30, 2026
Proactive Wealth Strategies LLC History No change 8,000 683 0.11% 0.11% 1106 0 0.0% Q2 2026 Aug 10, 2026
Oak Wealth Advisors LLC History No change 7,944 679 0.33% 0.33% 1107 0 0.0% Q2 2026 Jul 22, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 7,933 678 0.45% 0.45% 1108 0 0.0% Q2 2026 Aug 05, 2026
Integris Wealth Management, LLC History No change 7,926 677 0.14% 0.14% 1109 0 0.0% Q2 2026 Jul 10, 2026
CFO4Life Group, LLC History No change 7,899 675 0.09% 0.09% 1110 0 0.0% Q2 2026 Aug 12, 2026
Symphony Financial, Ltd. Co. History No change 7,887 671 0.07% 0.07% 1111 0 0.0% Q2 2026 Aug 03, 2026
WEALTH EFFECTS LLC History No change 7,855 671 0.18% 0.18% 1112 0 0.0% Q2 2026 Aug 06, 2026
Oxler Private Wealth LLC History No change 7,840 670 0.19% 0.19% 1113 0 0.0% Q2 2026 Aug 03, 2026
Equita Financial Network, Inc. History No change 7,828 669 0.19% 0.19% 1114 0 0.0% Q2 2026 Jul 29, 2026
Columbus Macro, LLC History No change 7,819 668 0.06% 0.06% 1115 0 0.0% Q2 2026 Jul 22, 2026
Quantum Financial Planning Services, Inc. History No change 7,806 667 0.21% 0.21% 1116 0 0.0% Q2 2026 Jul 15, 2026
SAGE FINANCIAL GROUP INC History No change 7,798 666 0.04% 0.04% 1117 0 0.0% Q2 2026 Jul 21, 2026
FF Advisors,LLC History No change 7,775 664 0.25% 0.25% 1118 0 0.0% Q2 2026 Jul 29, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 7,797 662 0.08% 0.11% 1120 -2,023 -20.6% Q3 2026 Oct 09, 2026
Dana Investment Advisors, Inc. History No change 7,747 662 0.02% 0.02% 1119 0 0.0% Q2 2026 Aug 13, 2026
JDH Wealth Management, LLC History No change 7,755 662 0.4% 0.4% 1121 0 0.0% Q2 2026 Jul 22, 2026
Outbound Financial Inc History No change 7,750 662 0.43% 0.43% 1122 0 0.0% Q2 2026 Jul 15, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 7,703 658 0.06% 0.06% 1123 0 0.0% Q2 2026 Jul 27, 2026
Ally Invest Advisors Inc. History No change 7,676 656 0.04% 0.04% 1124 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 7,684 656 0.01% 0.01% 1125 0 0.0% Q2 2026 Jul 24, 2026
Crestwood Advisors Group, LLC History No change 7,673 655 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 03, 2026
Capital Asset Managemnet, LLC History No change 7,656 654 1.47% 1.47% 1127 0 0.0% Q2 2026 Jul 24, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 7,622 651 0.01% 0.01% 1128 0 0.0% Q2 2026 Aug 07, 2026
Verum Partners LLC History No change 7,558 646 0.1% 0.1% 1129 0 0.0% Q2 2026 Jul 22, 2026
Sage Investment Counsel LLC History No change 7,566 646 0.65% 0.65% 1130 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History No change 7,547 645 0.04% 0.04% 1131 0 0.0% Q2 2026 Jul 30, 2026
626 Financial, LLC History No change 7,522 643 0.25% 0.25% 1132 0 0.0% Q2 2026 Jul 27, 2026
Archer Investment Management, LLC History No change 7,512 642 0.22% 0.22% 1133 0 0.0% Q2 2026 Jul 07, 2026
IFC & Insurance Marketing, Inc. History No change 7,471 638 0.56% 0.56% 1134 0 0.0% Q2 2026 Jul 09, 2026
Whitcomb & Hess, Inc. History No change 7,473 634 0.14% 0.14% 1135 0 0.0% Q3 2026 Oct 07, 2026
Summit Asset Management, LLC History No change 7,385 631 0.08% 0.08% 1136 0 0.0% Q2 2026 Aug 06, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 7,366 629 0.16% 0.16% 1137 0 0.0% Q2 2026 Jul 15, 2026
Marex Group Ltd History No change 7,358 629 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 14, 2026
Chesapeake Wealth Management History No change 7,342 627 0.18% 0.18% 1139 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 7,328 626 0.0% 0.0% 1140 0 0.0% Q2 2026 Aug 14, 2026
HEADINVEST, LLC History No change 7,324 626 0.12% 0.12% 1141 0 0.0% Q2 2026 Aug 14, 2026
TCI Wealth Advisors, Inc. History No change 7,327 626 0.03% 0.03% 1142 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 7,317 625 0.05% 0.05% 1143 0 0.0% Q2 2026 Aug 13, 2026
Prepared Retirement Institute LLC History No change 7,322 625 0.27% 0.27% 1144 0 0.0% Q2 2026 Aug 10, 2026
Prosperity Planning, Inc. History Reduced 7,335 623 0.14% 0.15% 1145 -198 -2.63% Q3 2026 Oct 08, 2026
Intrua Financial, LLC History No change 7,279 622 0.06% 0.06% 1146 0 0.0% Q2 2026 Jul 24, 2026
Lynx Investment Advisory History No change 7,277 622 0.2% 0.2% 1147 0 0.0% Q2 2026 Jul 27, 2026
Pine Ridge Advisers LLC History No change 7,271 621 0.04% 0.04% 1148 0 0.0% Q2 2026 Aug 14, 2026
Consolidated Portfolio Review Corp History No change 7,271 621 0.05% 0.05% 1149 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 7,240 618 0.04% 0.04% 1150 0 0.0% Q2 2026 Aug 11, 2026
Riverview Trust Co History No change 7,239 618 0.74% 0.74% 1151 0 0.0% Q2 2026 Jul 31, 2026
WP Advisors, LLC History No change 7,220 617 0.15% 0.15% 1152 0 0.0% Q2 2026 Jul 29, 2026
TSFG, LLC History No change 7,218 617 0.08% 0.08% 1153 0 0.0% Q2 2026 Jul 23, 2026
Retirement Wealth Solutions LLC History Added to 7,260 616 0.33% 0.34% 1156 +3 0.04% Q3 2026 Oct 07, 2026
HANCOCK WHITNEY CORP History No change 7,206 616 0.01% 0.01% 1154 0 0.0% Q2 2026 Aug 14, 2026
BWM Planning, LLC History No change 7,211 616 0.14% 0.14% 1155 0 0.0% Q2 2026 Jul 23, 2026
Hubbell Strickland Wealth Management, LLC History No change 7,174 613 0.22% 0.22% 1157 0 0.0% Q2 2026 Jul 29, 2026
Opus Financial Solutions LLC History No change 7,171 613 0.49% 0.49% 1158 0 0.0% Q2 2026 Jul 24, 2026
United Advisor Group, LLC History No change 7,130 609 0.06% 0.06% 1159 0 0.0% Q2 2026 Jul 29, 2026
Walkner Condon Financial Advisors LLC History No change 7,116 608 0.07% 0.07% 1160 0 0.0% Q2 2026 Jul 27, 2026
Maia Wealth LLC History No change 7,121 608 0.09% 0.09% 1161 0 0.0% Q2 2026 Jul 28, 2026
Strategic Investment Advisors / MI History No change 7,110 607 0.04% 0.04% 1162 0 0.0% Q2 2026 Aug 14, 2026
MOKAN Wealth Management Inc. History No change 7,098 606 0.23% 0.23% 1163 0 0.0% Q2 2026 Jul 27, 2026
Balboa Wealth Partners History No change 7,078 605 0.08% 0.08% 1164 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 7,067 604 0.12% 0.12% 1165 0 0.0% Q2 2026 Aug 03, 2026
Axis Wealth Partners, LLC History No change 7,071 604 0.29% 0.29% 1166 0 0.0% Q2 2026 Jul 28, 2026
Mayfair Advisory Group, LLC History No change 7,240 603 0.18% 0.18% 1167 0 0.0% Q2 2026 Aug 11, 2026
Keyes, Stange & Wooten Wealth Management, LLC History No change 6,998 598 0.24% 0.24% 1168 0 0.0% Q2 2026 Jul 20, 2026
MARQUETTE ASSOCIATES, INC. History No change 6,995 598 0.44% 0.44% 1169 0 0.0% Q2 2026 Aug 14, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 7,002 598 0.42% 0.42% 1170 0 0.0% Q2 2026 Jul 29, 2026
Saiph Capital, LLC History No change 6,994 597 0.18% 0.18% 1171 0 0.0% Q2 2026 Jul 29, 2026
Elm3 Financial Group, LLC History No change 6,994 594 0.4% 0.41% 1172 0 0.0% Q3 2026 Oct 07, 2026
Aviance Capital Partners, LLC History No change 6,942 593 0.06% 0.06% 1173 0 0.0% Q2 2026 Jul 30, 2026
Jacobi Capital Management LLC History No change 6,931 592 0.03% 0.03% 1174 0 0.0% Q2 2026 Jul 31, 2026
Rehmann Capital Advisory Group History No change 6,911 590 0.03% 0.03% 1175 0 0.0% Q2 2026 Aug 20, 2026
Greenspring Advisors, LLC History No change 6,873 587 0.03% 0.03% 1176 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Wealth Management LLC History No change 6,865 586 0.23% 0.23% 1177 0 0.0% Q2 2026 Aug 10, 2026
Charles Schwab Trust Co History No change 6,858 586 0.03% 0.03% 1178 0 0.0% Q2 2026 Jul 10, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 6,816 582 0.04% 0.04% 1179 0 0.0% Q2 2026 Jul 23, 2026
McGrath & Associates, Inc. History No change 6,796 581 0.76% 0.76% 1180 0 0.0% Q2 2026 Jul 14, 2026
Northwest Financial Advisors History No change 6,792 580 0.08% 0.08% 1181 0 0.0% Q2 2026 Jul 27, 2026
XML Financial, LLC History No change 6,767 578 0.04% 0.04% 1182 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 6,757 577 0.04% 0.04% 1183 0 0.0% Q2 2026 Jul 09, 2026
First Citizens Financial Corp History No change 6,802 577 0.24% 0.24% 1184 0 0.0% Q3 2026 Oct 02, 2026
R.H. Investment Group, LLC History No change 6,755 577 0.43% 0.43% 1185 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 6,778 572 0.03% 0.03% 1186 0 0.0% Q2 2026 Jul 22, 2026
Oregon Pacific Wealth Management, LLC History No change 6,639 567 0.53% 0.53% 1187 0 0.0% Q2 2026 Jul 22, 2026
Peterson Wealth Advisors, LLC History Added to 6,661 565 0.07% 0.07% 1189 +22 0.33% Q3 2026 Oct 08, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,616 565 0.17% 0.17% 1188 0 0.0% Q2 2026 Jul 29, 2026
NWF Advisory Services Inc. History No change 6,598 564 0.05% 0.05% 1190 0 0.0% Q2 2026 Jul 29, 2026
Advyzon Investment Management, LLC History No change 6,594 563 0.04% 0.04% 1191 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 6,579 562 0.0% 0.0% 1192 0 0.0% Q2 2026 Aug 12, 2026
SimpliFi, Inc. History No change 6,579 562 0.22% 0.22% 1193 0 0.0% Q2 2026 Jul 24, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 6,579 562 0.01% 0.01% 1194 0 0.0% Q2 2026 Jul 31, 2026
Milestone Asset Management Group, LLC History No change 6,547 559 0.28% 0.28% 1195 0 0.0% Q2 2026 Jul 30, 2026
Collaborative Capital Advisors LLC History No change 6,550 559 0.35% 0.35% 1196 0 0.0% Q2 2026 Aug 14, 2026
Busey Bank History No change 6,524 557 0.01% 0.01% 1197 0 0.0% Q2 2026 Aug 13, 2026
Newman Dignan & Sheerar, Inc. History No change 6,510 556 0.11% 0.11% 1198 0 0.0% Q2 2026 Jul 14, 2026
Stockman Wealth Management, Inc. History No change 6,501 555 0.06% 0.06% 1199 0 0.0% Q2 2026 Aug 11, 2026
Sound Income Strategies, LLC History Added to 6,568 552 0.02% 0.02% 1201 +1,118 20.51% Q3 2026 Oct 09, 2026
LBJ Family Wealth Advisors, Ltd. History No change 6,502 552 0.28% 0.28% 1200 0 0.0% Q3 2026 Oct 01, 2026
Praetorian Wealth Management, Inc. History No change 6,462 552 0.1% 0.1% 1202 0 0.0% Q2 2026 Jul 07, 2026
Madison Wealth Partners, Inc History No change 6,456 551 0.07% 0.07% 1203 0 0.0% Q2 2026 Aug 12, 2026
Ruane, Cunniff & Goldfarb L.P. History No change 6,420 548 0.01% 0.01% 1204 0 0.0% Q2 2026 Aug 13, 2026
URS Advisory LLC History No change 6,394 546 0.3% 0.3% 1205 0 0.0% Q2 2026 Jul 27, 2026
Banque Transatlantique SA History No change 6,340 542 0.01% 0.01% 1206 0 0.0% Q2 2026 Jul 30, 2026
Matrix Trust Co History Added to 6,355 540 0.08% 0.08% 1207 +234 3.82% Q3 2026 Oct 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,337 538 0.11% 0.11% 1208 +2 0.03% Q3 2026 Oct 05, 2026
Morton Capital Management LLC/CA History No change 6,297 538 0.07% 0.07% 1209 0 0.0% Q2 2026 Jul 23, 2026
YHB Investment Advisors, Inc. History Added to 6,330 537 0.03% 0.03% 1210 +617 10.8% Q3 2026 Oct 08, 2026
Eagle Bay Advisors LLC History No change 6,277 536 0.4% 0.4% 1211 0 0.0% Q2 2026 Aug 03, 2026
Strategic Blueprint, LLC History No change 6,261 535 0.03% 0.03% 1212 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History No change 6,269 535 0.01% 0.01% 1213 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Management History No change 6,249 534 0.56% 0.56% 1214 0 0.0% Q2 2026 Aug 10, 2026
Virtue Capital Management, LLC History No change 6,231 532 0.07% 0.07% 1215 0 0.0% Q2 2026 Aug 05, 2026
Salus Financial Advisors, LLC History No change 6,222 531 0.26% 0.26% 1216 0 0.0% Q2 2026 Aug 06, 2026
Breakwater Capital Group History Added to 6,239 530 0.06% 0.06% 1218 +220 3.66% Q3 2026 Oct 08, 2026
HTG Investment Advisors, Inc. History No change 6,208 530 0.14% 0.14% 1217 0 0.0% Q2 2026 Aug 06, 2026
Dash Acquisitions Inc. History No change 6,022 527 0.11% 0.11% 1219 0 0.0% Q2 2026 Aug 13, 2026
Beacon Financial Advisory LLC History No change 6,162 526 0.1% 0.1% 1220 0 0.0% Q2 2026 Aug 05, 2026
Wealth Watch Advisors, INC History No change 6,115 522 0.17% 0.17% 1221 0 0.0% Q2 2026 Aug 14, 2026
Your Advocates Ltd., LLP History No change 6,088 520 0.15% 0.15% 1222 0 0.0% Q2 2026 Aug 05, 2026
Maridea Wealth Management LLC History No change 6,093 520 0.06% 0.06% 1223 0 0.0% Q2 2026 Aug 06, 2026
Quotient Wealth Partners, LLC History No change 6,079 519 0.01% 0.01% 1224 0 0.0% Q2 2026 Aug 03, 2026
Global Assets Advisory, LLC History No change 6,110 517 0.11% 0.11% 1225 0 0.0% Q2 2026 Jul 27, 2026
NORDEN GROUP LLC History No change 6,057 517 0.04% 0.04% 1226 0 0.0% Q2 2026 Jul 29, 2026
PCB Capital LLC History No change 6,055 517 0.63% 0.63% 1227 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Trust, LLC History No change 6,025 515 0.07% 0.07% 1228 0 0.0% Q2 2026 Aug 06, 2026
FOCUSED ALPHA, LLC History No change 5,971 510 0.13% 0.13% 1229 0 0.0% Q2 2026 Aug 07, 2026
Peak Retirement Planning, Inc. History No change 5,956 509 0.08% 0.08% 1230 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,948 508 0.01% 0.01% 1231 0 0.0% Q2 2026 Aug 04, 2026
Unison Advisors LLC History No change 5,948 508 0.04% 0.04% 1232 0 0.0% Q2 2026 Jul 22, 2026
Anson Capital, Inc. History No change 5,937 507 0.33% 0.33% 1233 0 0.0% Q2 2026 Jul 29, 2026
Maloon Powers Pitre Higgins & Dennehy, LLC History No change 5,940 507 0.17% 0.17% 1234 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Added to 5,964 506 0.01% 0.01% 1236 +270 4.74% Q3 2026 Oct 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,924 506 0.03% 0.03% 1235 0 0.0% Q2 2026 Aug 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 5,925 506 0.29% 0.29% 1237 0 0.0% Q2 2026 Aug 10, 2026
Atlatl Advisers LLC History No change 5,923 506 0.12% 0.12% 1238 0 0.0% Q2 2026 Jul 22, 2026
Sound View Wealth Advisors Group, LLC History No change 5,903 504 0.03% 0.03% 1239 0 0.0% Q2 2026 Aug 11, 2026
Caerus Investment Advisors, LLC History No change 5,886 503 0.17% 0.17% 1240 0 0.0% Q2 2026 Aug 14, 2026
Solidarity Wealth, LLC History No change 5,891 503 0.09% 0.09% 1241 0 0.0% Q2 2026 Jul 31, 2026
Wealth Management Strategies, Inc. History No change 5,879 502 0.2% 0.2% 1242 0 0.0% Q2 2026 Aug 17, 2026
Capital Advisors Wealth Management, LLC History Added to 5,883 499 0.06% 0.03% 1244 +2,595 78.92% Q3 2026 Oct 09, 2026
Relyea Zuckerberg Hanson LLC History No change 5,844 499 0.04% 0.04% 1243 0 0.0% Q2 2026 Jul 16, 2026
KOM Wealth Management Group, LLC History No change 5,832 498 0.3% 0.3% 1245 0 0.0% Q2 2026 Jul 23, 2026
Financial Freedom, LLC History No change 5,810 496 0.23% 0.23% 1246 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Group, LLC/CA History No change 5,803 496 0.07% 0.07% 1247 0 0.0% Q2 2026 Aug 13, 2026
Gutierrez Wealth Advisory, LLC History No change 5,770 493 0.28% 0.28% 1248 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON-ALTUS USA INC. History No change 6,376 491 0.35% 0.35% 1249 0 0.0% Q2 2026 Sep 17, 2026
Key FInancial Inc History No change 5,747 491 0.08% 0.08% 1250 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 5,749 491 0.02% 0.02% 1251 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,736 490 0.01% 0.01% 1252 0 0.0% Q2 2026 Jul 23, 2026
BURNEY CO/ History No change 5,730 489 0.01% 0.01% 1253 0 0.0% Q2 2026 Jul 14, 2026
Beaumont Financial Advisors, LLC History No change 5,716 488 0.03% 0.03% 1254 0 0.0% Q2 2026 Aug 04, 2026
Annandale Capital, LLC History No change 5,700 487 0.07% 0.07% 1255 0 0.0% Q2 2026 Aug 13, 2026
Note Advisors, LLC History No change 5,686 486 0.21% 0.21% 1256 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 5,673 485 0.03% 0.03% 1257 0 0.0% Q2 2026 Jul 21, 2026
Glen Eagle Advisors, LLC History No change 5,660 483 0.06% 0.06% 1258 0 0.0% Q2 2026 Aug 14, 2026
Monument Group Wealth Advisors, LLC History No change 9,546 482 0.23% 0.23% 1259 0 0.0% Q2 2026 Jul 27, 2026
XTX Topco Ltd History No change 5,596 478 0.01% 0.01% 1260 0 0.0% Q2 2026 Aug 14, 2026
Courage Miller Partners, LLC History No change 5,588 477 0.13% 0.13% 1261 0 0.0% Q2 2026 Jul 23, 2026
VISTA CAPITAL PARTNERS, INC. History No change 5,582 477 0.04% 0.04% 1262 0 0.0% Q2 2026 Jul 23, 2026
Edgestream Partners, L.P. History No change 5,585 477 0.01% 0.01% 1263 0 0.0% Q2 2026 Aug 11, 2026
Hobbs Group Advisors, LLC History No change 5,581 477 0.13% 0.13% 1264 0 0.0% Q2 2026 Aug 13, 2026
Polaris Financial Partners History New 5,579 476 0.21% — 1265 +5,579 New Q3 2026 Oct 02, 2026
SteelPeak Wealth, LLC History No change 5,563 475 0.01% 0.01% 1266 0 0.0% Q2 2026 Jul 13, 2026
Plante Moran Financial Advisors, LLC History No change 5,527 472 0.02% 0.02% 1267 0 0.0% Q2 2026 Aug 06, 2026
Capital Asset Advisory Services LLC History No change 5,527 472 0.02% 0.02% 1268 0 0.0% Q2 2026 Aug 14, 2026
PENNINGTON PARTNERS & CO., LLC History No change 5,516 471 0.15% 0.15% 1269 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 5,513 471 0.06% 0.06% 1270 0 0.0% Q2 2026 Aug 11, 2026
Financial Network Wealth Advisors LLC History No change 5,515 471 0.48% 0.48% 1271 0 0.0% Q2 2026 Jul 29, 2026
Claro Advisors Inc. History No change 5,501 470 0.05% 0.05% 1272 0 0.0% Q2 2026 Jul 30, 2026
Harbor Group, Inc. History No change 5,502 470 0.06% 0.06% 1273 0 0.0% Q2 2026 Jul 22, 2026
Krane Financial Solutions LLC History No change 5,502 470 0.29% 0.29% 1274 0 0.0% Q2 2026 Aug 12, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 5,528 469 0.14% 0.0% 1276 +5,375 3513.07% Q3 2026 Oct 01, 2026
PLANNING DIRECTIONS INC History No change 5,488 469 0.22% 0.22% 1275 0 0.0% Q2 2026 Aug 10, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 5,468 467 0.22% 0.22% 1277 0 0.0% Q2 2026 Sep 18, 2026
Robinswood Financial LLC History No change 5,470 467 0.13% 0.13% 1278 0 0.0% Q2 2026 Jul 14, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 5,519 466 0.09% 0.09% 1279 0 0.0% Q2 2026 Aug 06, 2026
Genesis Financial Group, LLC History No change 5,462 466 0.3% 0.3% 1280 0 0.0% Q2 2026 Aug 14, 2026
LIBRA WEALTH LLC History No change 5,440 465 0.12% 0.12% 1281 0 0.0% Q2 2026 Aug 06, 2026
BTG Pactual Asset Management US LLC History No change 5,429 464 0.03% 0.03% 1282 0 0.0% Q2 2026 Aug 14, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 5,416 463 0.11% 0.11% 1283 0 0.0% Q2 2026 Aug 10, 2026
WIMMER ASSOCIATES 1, LLC History No change 5,420 463 0.21% 0.21% 1284 0 0.0% Q2 2026 Aug 14, 2026
Main Line Retirement Advisors, LLC History No change 5,424 463 0.21% 0.21% 1285 0 0.0% Q2 2026 Jul 30, 2026
FOSTER & MOTLEY INC History No change 5,403 462 0.02% 0.02% 1286 0 0.0% Q2 2026 Aug 07, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 5,371 459 0.02% 0.02% 1287 0 0.0% Q2 2026 Aug 14, 2026
Faithward Advisors, LLC History No change 5,343 456 0.06% 0.06% 1288 0 0.0% Q2 2026 Aug 12, 2026
Cohen Investment Advisors LLC History No change 5,343 456 0.2% 0.2% 1289 0 0.0% Q2 2026 Jul 27, 2026
MidFirst Bank History No change 5,343 456 0.03% 0.03% 1290 0 0.0% Q2 2026 Aug 07, 2026
Basepoint Wealth LLC History No change 5,341 456 0.26% 0.26% 1291 0 0.0% Q2 2026 Aug 10, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 5,329 455 0.3% 0.3% 1292 0 0.0% Q2 2026 Aug 13, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 5,298 452 0.11% 0.11% 1293 0 0.0% Q2 2026 Aug 12, 2026
Trilogy Capital Inc. History No change 5,295 452 0.02% 0.02% 1294 0 0.0% Q2 2026 Jul 02, 2026
McLean Asset Management Corp History No change 5,344 452 0.06% 0.06% 1295 0 0.0% Q2 2026 Aug 12, 2026
Worth Asset Management, LLC History Added to 5,318 451 0.13% 0.14% 1297 +353 7.11% Q3 2026 Oct 07, 2026
IPG Investment Advisors LLC History No change 5,284 451 0.06% 0.06% 1296 0 0.0% Q2 2026 Aug 12, 2026
Citrine Capital LLC History No change 5,268 450 0.17% 0.17% 1298 0 0.0% Q2 2026 Jul 23, 2026
Delta Investment Management, LLC History No change 5,223 446 0.07% 0.07% 1299 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 5,222 446 0.09% 0.09% 1300 0 0.0% Q2 2026 Aug 11, 2026
Coppell Advisory Solutions LLC History No change 9,919 445 0.04% 0.04% 1301 0 0.0% Q2 2026 Aug 14, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,177 442 0.01% 0.01% 1302 0 0.0% Q2 2026 Aug 10, 2026
HT Partners LLC History No change 5,162 441 0.12% 0.12% 1303 0 0.0% Q2 2026 Jul 16, 2026
Cravens & Co Advisors, LLC History No change 5,170 441 0.3% 0.3% 1304 0 0.0% Q2 2026 Aug 12, 2026
Maxele Advisors, LLC History No change 5,165 441 0.31% 0.31% 1305 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History No change 5,127 438 0.18% 0.18% 1306 0 0.0% Q2 2026 Jul 24, 2026
Millstone Evans Group, LLC History No change 5,101 436 0.24% 0.24% 1307 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History No change 5,072 433 0.01% 0.01% 1308 0 0.0% Q2 2026 Jul 07, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 5,072 433 0.23% 0.23% 1309 0 0.0% Q2 2026 Jul 24, 2026
Brown Miller Wealth Management, LLC History No change 5,039 430 0.11% 0.11% 1310 0 0.0% Q2 2026 Jul 16, 2026
17 CAPITAL PARTNERS, LLC History No change 5,029 429 0.19% 0.19% 1311 0 0.0% Q2 2026 Aug 06, 2026
Lansing Street Advisors History No change 5,019 429 0.09% 0.09% 1312 0 0.0% Q2 2026 Jul 24, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 5,014 428 0.02% 0.02% 1313 0 0.0% Q2 2026 Aug 14, 2026
Western Pacific Wealth Management, LP History No change 5,000 427 0.39% 0.39% 1314 0 0.0% Q2 2026 Aug 07, 2026
Gemmer Asset Management LLC History No change 4,975 425 0.03% 0.03% 1315 0 0.0% Q2 2026 Jul 15, 2026
Prairiewood Capital, LLC History No change 4,966 424 0.11% 0.11% 1316 0 0.0% Q2 2026 Jul 28, 2026
Custos Family Office, LLC History No change 4,965 424 0.25% 0.25% 1317 0 0.0% Q2 2026 Aug 19, 2026
Level Wealth Management LLC History No change 4,962 424 0.17% 0.17% 1318 0 0.0% Q2 2026 Jul 28, 2026
Ranch Capital Advisors Inc. History No change 4,956 423 0.13% 0.13% 1319 0 0.0% Q2 2026 Aug 03, 2026
Sepio Capital, LP History No change 4,932 421 0.02% 0.02% 1320 0 0.0% Q2 2026 Jul 28, 2026
Texas Capital Bank Wealth Management Services Inc History No change 4,903 419 0.02% 0.02% 1321 0 0.0% Q2 2026 Aug 07, 2026
Wealthquest Corp History No change 4,879 417 0.03% 0.03% 1322 0 0.0% Q2 2026 Jul 23, 2026
Sankala Group LLC History No change 4,831 417 0.28% 0.28% 1323 0 0.0% Q2 2026 Aug 18, 2026
Bulltick Wealth Management, LLC History No change 4,866 415 0.08% 0.08% 1324 0 0.0% Q2 2026 Jul 30, 2026
BEACON FINANCIAL PLANNING, INC History No change 4,827 412 0.14% 0.14% 1325 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 4,811 411 0.06% 0.06% 1326 0 0.0% Q2 2026 Aug 12, 2026
Crumly & Associates Inc. History No change 4,838 411 0.07% 0.08% 1327 0 0.0% Q3 2026 Oct 07, 2026
Fidelis Wealth Advisors LLC History No change 4,811 411 0.62% 0.62% 1328 0 0.0% Q2 2026 Aug 13, 2026
First PREMIER Bank History No change 4,775 409 0.07% 0.07% 1329 0 0.0% Q2 2026 Jul 15, 2026
Lakewood Asset Management LLC History No change 4,795 409 0.22% 0.22% 1330 0 0.0% Q2 2026 Aug 06, 2026
DAVIDSON INVESTMENT ADVISORS History No change 4,777 408 0.02% 0.02% 1331 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 4,757 406 0.02% 0.02% 1332 0 0.0% Q2 2026 Aug 11, 2026
Golden State Wealth Management, LLC History No change 4,759 406 0.04% 0.04% 1333 0 0.0% Q2 2026 Jul 22, 2026
FourThought Financial Partners, LLC History No change 4,760 406 0.03% 0.03% 1334 0 0.0% Q2 2026 Aug 12, 2026
Rockwood Wealth Management, LLC History No change 4,743 405 0.03% 0.03% 1335 0 0.0% Q2 2026 Jul 13, 2026
Armbruster Capital Management, Inc. History No change 4,731 404 0.06% 0.06% 1336 0 0.0% Q2 2026 Jul 16, 2026
Invst, LLC History No change 4,737 404 0.04% 0.04% 1337 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 4,736 404 0.05% 0.05% 1338 0 0.0% Q2 2026 Jul 16, 2026
TOWNSQUARE CAPITAL LLC History No change 4,706 402 0.07% 0.07% 1339 0 0.0% Q2 2026 Aug 14, 2026
WorthPointe, LLC History No change 4,705 402 0.1% 0.1% 1340 0 0.0% Q2 2026 Jul 31, 2026
HOGE FINANCIAL SERVICES, LLC History No change 4,704 402 0.19% 0.19% 1341 0 0.0% Q2 2026 Jul 29, 2026
Avestar Capital, LLC History No change 4,670 399 0.02% 0.02% 1342 0 0.0% Q2 2026 Jul 29, 2026
American Trust History No change 4,661 398 0.03% 0.03% 1343 0 0.0% Q2 2026 Aug 14, 2026
Kraft, Davis & Associates, LLC History No change 4,733 398 0.08% 0.08% 1344 0 0.0% Q2 2026 Jul 09, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 4,647 397 0.02% 0.02% 1345 0 0.0% Q2 2026 Jul 20, 2026
FIRST AMERICAN TRUST, FSB History No change 4,637 396 0.02% 0.02% 1346 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 4,642 396 0.02% 0.02% 1347 0 0.0% Q2 2026 Jul 31, 2026
Trust Co History No change 4,663 396 0.03% 0.04% 1348 0 0.0% Q3 2026 Oct 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,596 392 0.01% 0.01% 1349 0 0.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 4,588 392 0.16% 0.16% 1350 0 0.0% Q2 2026 Aug 11, 2026
Hurlow Wealth Management Group, Inc. History No change 4,589 392 0.08% 0.08% 1351 0 0.0% Q2 2026 Aug 05, 2026
Sun Group Wealth Partners History No change 4,580 391 0.27% 0.27% 1352 0 0.0% Q2 2026 Jul 23, 2026
Cordgrass Capital Advisors, LLC History No change 4,546 388 0.14% 0.14% 1353 0 0.0% Q2 2026 Aug 06, 2026
Rodgers & Associates, LTD History No change 4,497 384 0.03% 0.03% 1354 0 0.0% Q2 2026 Jul 21, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 4,491 383 0.29% 0.29% 1355 0 0.0% Q2 2026 Jul 30, 2026
ROMANO BROTHERS AND COMPANY History No change 4,479 382 0.04% 0.04% 1356 0 0.0% Q2 2026 Jul 21, 2026
Summit Investment Advisory Services, LLC History No change 4,478 382 0.1% 0.1% 1357 0 0.0% Q2 2026 Jul 24, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 4,470 382 0.05% 0.05% 1358 0 0.0% Q2 2026 Aug 05, 2026
REGIMEN WEALTH, LLC History No change 4,464 381 0.1% 0.1% 1359 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History Reduced 4,480 380 0.03% 0.03% 1360 -25 -0.55% Q3 2026 Oct 07, 2026
LANDAAS & CO /WI /ADV History No change 4,442 379 0.07% 0.07% 1361 0 0.0% Q2 2026 Jul 21, 2026
May Hill Capital, LLC History No change 4,435 379 0.08% 0.08% 1362 0 0.0% Q2 2026 Aug 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 4,398 376 0.0% 0.0% 1363 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 4,404 376 0.01% 0.01% 1364 0 0.0% Q2 2026 Aug 13, 2026
Evergreen Wealth Management, LLC History No change 4,403 376 0.18% 0.18% 1365 0 0.0% Q2 2026 Jul 31, 2026
New World Advisors LLC History No change 4,398 375 0.06% 0.06% 1366 0 0.0% Q2 2026 Aug 12, 2026
WORLD EQUITY GROUP, INC. History No change 4,376 374 0.08% 0.08% 1367 0 0.0% Q2 2026 Jul 09, 2026
Keel Point, LLC History No change 4,380 374 0.02% 0.02% 1368 0 0.0% Q2 2026 Aug 14, 2026
Mountain Capital Investment Advisors Inc. History No change 4,357 372 0.05% 0.05% 1369 0 0.0% Q2 2026 Jul 14, 2026
Avise Financial Cooperative, Inc. History No change 4,355 372 0.26% 0.26% 1370 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 4,353 372 0.15% 0.15% 1371 0 0.0% Q2 2026 Aug 13, 2026
Owen LaRue, LLC History No change 4,349 371 0.13% 0.13% 1372 0 0.0% Q2 2026 Jul 22, 2026
NorthAvenue LLC History No change 4,348 371 0.27% 0.27% 1373 0 0.0% Q2 2026 Jul 21, 2026
J HAGAN CAPITAL, INC. History No change 4,326 369 0.17% 0.17% 1374 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 4,308 368 0.27% 0.27% 1375 0 0.0% Q2 2026 Jul 31, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 4,295 367 0.02% 0.02% 1376 0 0.0% Q2 2026 Aug 04, 2026
Csenge Advisory Group History No change 4,245 362 0.01% 0.01% 1377 0 0.0% Q2 2026 Aug 10, 2026
CONTINENTAL INVESTORS SERVICES, INC. History No change 4,177 361 0.28% 0.28% 1378 0 0.0% Q2 2026 Aug 13, 2026
TBH Global Asset Management, LLC History No change 4,231 361 0.07% 0.07% 1379 0 0.0% Q2 2026 Aug 05, 2026
ONE Advisory Partners, LLC History No change 4,227 361 0.1% 0.1% 1380 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 4,224 361 0.05% 0.05% 1381 0 0.0% Q2 2026 Aug 11, 2026
ARQ WEALTH ADVISORS, LLC History No change 4,270 360 0.04% 0.04% 1382 0 0.0% Q2 2026 Jul 24, 2026
Johnson & White Wealth Management, LLC History No change 4,217 360 0.13% 0.13% 1383 0 0.0% Q2 2026 Jul 16, 2026
NCM Capital Management, LLC History No change 4,192 358 0.11% 0.11% 1384 0 0.0% Q2 2026 Aug 14, 2026
Leo H. Evart, Inc. History No change 4,191 358 0.28% 0.28% 1385 0 0.0% Q2 2026 Aug 17, 2026
Midwest Capital Advisors, LLC History No change 4,194 358 0.15% 0.15% 1386 0 0.0% Q2 2026 Jul 28, 2026
WRAPMANAGER INC History No change 4,183 357 0.11% 0.11% 1387 0 0.0% Q2 2026 Aug 05, 2026
Financial Synergies Wealth Advisors, Inc. History No change 4,184 357 0.03% 0.03% 1388 0 0.0% Q2 2026 Jul 17, 2026
TrustWell Financial Advisors, LLC History No change 4,168 356 0.3% 0.3% 1389 0 0.0% Q2 2026 Jul 22, 2026
VISTA FINANCE, LLC History No change 4,160 355 0.2% 0.2% 1390 0 0.0% Q2 2026 Jul 16, 2026
EVERETT HARRIS & CO /CA/ History No change 4,152 354 0.0% 0.0% 1391 0 0.0% Q2 2026 Aug 03, 2026
RiverFront Investment Group, LLC History No change 4,148 354 0.0% 0.0% 1392 0 0.0% Q2 2026 Jul 29, 2026
Blue Chip Partners, LLC History No change 4,141 354 0.02% 0.02% 1393 0 0.0% Q2 2026 Aug 14, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 4,249 354 0.23% 0.23% 1394 0 0.0% Q2 2026 Aug 11, 2026
Clearbridge Investments, LLC History No change 4,130 353 0.0% 0.0% 1395 0 0.0% Q2 2026 Aug 13, 2026
Nova R Wealth, Inc. History No change 4,137 353 0.1% 0.1% 1396 0 0.0% Q2 2026 Jul 17, 2026
Beaumont Asset Management, L.L.C. History No change 4,126 352 0.14% 0.14% 1397 0 0.0% Q2 2026 Jul 22, 2026
Urban Wealth Management, LLC History No change 4,123 352 0.31% 0.31% 1398 0 0.0% Q2 2026 Jul 23, 2026
ASL Financial, LLC History No change 4,119 352 0.25% 0.25% 1399 0 0.0% Q2 2026 Jul 21, 2026
Tillman Hartley LLC History No change 4,106 351 0.08% 0.08% 1400 0 0.0% Q2 2026 Aug 06, 2026
Goldenstone Wealth Management LLC History No change 4,106 351 0.23% 0.23% 1401 0 0.0% Q2 2026 Aug 05, 2026
BANTAMAC CAPITAL, LLC History No change 4,098 350 0.18% 0.18% 1402 0 0.0% Q2 2026 Aug 10, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 4,094 350 0.11% 0.11% 1403 0 0.0% Q2 2026 Jul 22, 2026
WELCH & FORBES LLC History No change 4,089 349 0.0% 0.0% 1404 0 0.0% Q2 2026 Jul 30, 2026
Founders Financial Alliance, LLC History No change 4,078 348 0.05% 0.05% 1405 0 0.0% Q2 2026 Aug 04, 2026
REICON WEALTH ADVISORS, LLC History No change 4,078 348 0.21% 0.21% 1406 0 0.0% Q2 2026 Jul 29, 2026
BetterWealth, LLC History No change 4,065 347 0.06% 0.06% 1407 0 0.0% Q2 2026 Jul 21, 2026
Miller Financial Services LLC History No change 4,065 347 0.28% 0.28% 1408 0 0.0% Q2 2026 Jul 29, 2026
ALKEME WEALTH, LLC History Reduced 4,077 346 0.13% 0.14% 1409 -139 -3.3% Q3 2026 Oct 07, 2026
Archford Capital Strategies, LLC History No change 4,047 345 0.03% 0.03% 1410 0 0.0% Q2 2026 Jul 17, 2026
Fermata Advisors, LLC History No change 4,047 345 0.07% 0.07% 1411 0 0.0% Q2 2026 Jul 07, 2026
Farrell Financial LLC History No change 4,031 344 0.19% 0.19% 1412 0 0.0% Q2 2026 Jul 10, 2026
INSIGHT 2811, INC. History No change 4,017 343 0.13% 0.13% 1413 0 0.0% Q2 2026 Aug 11, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 4,021 343 0.26% 0.26% 1414 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 3,994 341 0.01% 0.01% 1415 0 0.0% Q2 2026 Aug 12, 2026
Pinion Investment Advisors, LLC History No change 4,000 341 0.06% 0.06% 1416 0 0.0% Q2 2026 Aug 06, 2026
TFB Advisors LLC History No change 3,983 340 0.15% 0.15% 1417 0 0.0% Q2 2026 Aug 06, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,955 338 0.03% 0.03% 1418 0 0.0% Q2 2026 Aug 14, 2026
GRANDFIELD & DODD, LLC History No change 3,951 337 0.02% 0.02% 1419 0 0.0% Q2 2026 Aug 07, 2026
Independent Wealth Advisors LLC History No change 3,933 336 0.3% 0.3% 1420 0 0.0% Q2 2026 Jul 27, 2026
DEARBORN PARTNERS LLC History No change 4,350 335 0.02% 0.02% 1421 0 0.0% Q2 2026 Aug 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,903 333 0.06% 0.06% 1422 0 0.0% Q2 2026 Aug 06, 2026
Capital Advantage, Inc. History No change 3,891 332 0.04% 0.04% 1423 0 0.0% Q2 2026 Jul 13, 2026
JBR Co Financial Management Inc History No change 3,890 332 0.12% 0.12% 1424 0 0.0% Q2 2026 Jul 09, 2026
L. Roy Papp & Associates, LLP History No change 3,875 331 0.03% 0.03% 1425 0 0.0% Q2 2026 Jul 23, 2026
Pacific Point Advisors, LLC History No change 3,861 330 0.15% 0.15% 1426 0 0.0% Q2 2026 Jul 24, 2026
Conservest Capital Advisors, Inc. History No change 3,852 329 0.03% 0.03% 1427 0 0.0% Q2 2026 Jul 22, 2026
EFG International AG History No change 3,857 329 0.01% 0.01% 1428 0 0.0% Q2 2026 Aug 14, 2026
Oliver Luxxe Assets LLC History No change 3,840 328 0.05% 0.05% 1429 0 0.0% Q2 2026 Jul 09, 2026
Black Diamond Financial, LLC History No change 3,846 328 0.03% 0.03% 1430 0 0.0% Q2 2026 Aug 04, 2026
BCS Private Wealth Management, Inc. History No change 3,843 328 0.1% 0.1% 1431 0 0.0% Q2 2026 Jul 31, 2026
Hobart Private Capital, LLC History No change 3,834 327 0.06% 0.06% 1432 0 0.0% Q2 2026 Jul 06, 2026
Latitude Advisors, LLC History No change 3,826 327 0.13% 0.13% 1433 0 0.0% Q2 2026 Jul 27, 2026
Prudent Man Investment Management, Inc. History No change 4,333 326 0.11% 0.11% 1434 0 0.0% Q2 2026 Jul 28, 2026
Great Lakes Retirement, Inc. History No change 3,804 325 0.03% 0.03% 1435 0 0.0% Q2 2026 Jul 30, 2026
Diversified Enterprises, LLC History No change 3,806 325 0.02% 0.02% 1436 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 3,794 324 0.01% 0.01% 1437 0 0.0% Q2 2026 Aug 17, 2026
Flagship Private Wealth, LLC History No change 3,796 324 0.11% 0.11% 1438 0 0.0% Q2 2026 Aug 04, 2026
Sage Capital Advisors,llc History No change 3,781 323 0.07% 0.07% 1439 0 0.0% Q2 2026 Jul 09, 2026
IFG Advisors, LLC History No change 3,756 321 0.04% 0.04% 1440 0 0.0% Q2 2026 Jul 22, 2026
EnRich Financial Partners LLC History No change 3,757 321 0.08% 0.08% 1441 0 0.0% Q2 2026 Jul 27, 2026
Embree Financial Group History No change 3,761 321 0.03% 0.03% 1442 0 0.0% Q2 2026 Jul 15, 2026
Northern Capital Management, Inc. History No change 3,752 320 0.14% 0.14% 1443 0 0.0% Q2 2026 Jul 23, 2026
Fund Advisors of America Inc/FL History No change 3,745 320 0.29% 0.29% 1444 0 0.0% Q2 2026 Aug 11, 2026
Glenview Trust Co History No change 3,733 319 0.0% 0.0% 1445 0 0.0% Q2 2026 Aug 18, 2026
Ring Mountain Capital, LLC History No change 3,736 319 0.13% 0.13% 1446 0 0.0% Q2 2026 Aug 11, 2026
BAKER BOYER NATIONAL BANK History No change 3,712 317 0.09% 0.09% 1447 0 0.0% Q2 2026 Jul 27, 2026
Brickley Wealth Management History No change 3,706 316 0.05% 0.05% 1448 0 0.0% Q2 2026 Jul 13, 2026
Aletheian Wealth Advisors LLC History No change 3,730 316 0.13% 0.14% 1449 0 0.0% Q3 2026 Oct 08, 2026
Parkwoods Wealth Partners, LLC History No change 3,705 316 0.05% 0.05% 1450 0 0.0% Q2 2026 Jul 27, 2026
SWEENEY & MICHEL, LLC History No change 3,615 315 0.08% 0.08% 1451 0 0.0% Q2 2026 Aug 10, 2026
Parkshore Wealth Management, Inc. History No change 3,691 315 0.09% 0.09% 1452 0 0.0% Q2 2026 Aug 07, 2026
Bahl & Gaynor LLC History No change 3,671 313 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 13, 2026
Whitegate Investment Counselors, Inc. History No change 3,667 313 0.09% 0.09% 1454 0 0.0% Q2 2026 Aug 10, 2026
TPG Advisors LLC History No change 3,671 313 0.17% 0.17% 1455 0 0.0% Q2 2026 Jul 29, 2026
Princeton Global Asset Management LLC History No change 3,655 312 0.04% 0.04% 1456 0 0.0% Q2 2026 Jul 16, 2026
KLCM Advisors, Inc. History No change 3,639 311 0.02% 0.02% 1457 0 0.0% Q2 2026 Aug 06, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 3,646 311 0.08% 0.08% 1458 0 0.0% Q2 2026 Jul 16, 2026
Gould Capital, LLC History No change 3,615 309 0.17% 0.17% 1459 0 0.0% Q2 2026 Aug 07, 2026
Schrum Private Wealth Management LLC History No change 4,051 309 0.32% 0.32% 1460 0 0.0% Q2 2026 Aug 10, 2026
KENNEDY INVESTMENT GROUP, INC. History No change 3,623 309 0.1% 0.1% 1461 0 0.0% Q2 2026 Jul 30, 2026
Inlet Private Wealth, LLC History No change 3,608 308 0.07% 0.07% 1462 0 0.0% Q2 2026 Aug 07, 2026
Spinnaker Investment Group, LLC History No change 3,585 306 0.05% 0.05% 1463 0 0.0% Q2 2026 Jul 10, 2026
ASHTON THOMAS SECURITIES, LLC History No change 3,579 305 0.05% 0.05% 1464 0 0.0% Q2 2026 Jul 27, 2026
WealthBridge Capital Management, LLC History No change 3,552 303 0.06% 0.06% 1465 0 0.0% Q2 2026 Jul 24, 2026
Aspen Capital Management, LLC History No change 3,538 302 0.07% 0.07% 1466 0 0.0% Q2 2026 Aug 04, 2026
Winch Advisory Services, LLC History No change 3,529 301 0.06% 0.06% 1467 0 0.0% Q2 2026 Aug 06, 2026
Capital Squared Financial LLC History No change 3,522 301 0.2% 0.2% 1468 0 0.0% Q2 2026 Jul 21, 2026
Per Stirling Capital Management, LLC. History No change 3,520 300 0.03% 0.03% 1469 0 0.0% Q2 2026 Aug 14, 2026
Mattern Wealth Management LLC History No change 3,498 299 0.05% 0.05% 1470 0 0.0% Q2 2026 Jul 23, 2026
Macro Advisors, Inc. History No change 3,490 298 0.09% 0.09% 1471 0 0.0% Q2 2026 Aug 11, 2026
American Investment Services, Inc. History No change 3,476 297 0.06% 0.06% 1472 0 0.0% Q2 2026 Aug 12, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 3,479 297 0.03% 0.03% 1473 0 0.0% Q2 2026 Jul 22, 2026
National Wealth Management Group, LLC History No change 3,474 296 0.09% 0.09% 1474 0 0.0% Q2 2026 Jul 14, 2026
Security Financial Services, INC. History No change 3,461 295 0.04% 0.04% 1475 0 0.0% Q2 2026 Jul 15, 2026
Heritage Wealth Advisors History No change 3,449 294 0.01% 0.01% 1476 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 3,447 294 0.03% 0.03% 1477 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 3,453 293 0.08% 0.08% 1478 +9 0.26% Q3 2026 Oct 02, 2026
TIAA Wealth Investment Management LLC History No change 3,460 293 0.0% 0.0% 1479 0 0.0% Q2 2026 Aug 10, 2026
First Pacific Financial History No change 3,417 292 0.03% 0.03% 1480 0 0.0% Q2 2026 Jul 20, 2026
Whitaker-Myers Wealth Managers, LTD. History New 3,426 291 0.05% — 1483 +3,426 New Q3 2026 Oct 08, 2026
Symmetry Partners, LLC History No change 3,406 291 0.01% 0.01% 1481 0 0.0% Q2 2026 Jul 23, 2026
IF Advisors, LLC History No change 3,406 291 0.19% 0.19% 1482 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 3,401 290 0.01% 0.01% 1484 0 0.0% Q2 2026 Jul 22, 2026
Concord Wealth Partners History No change 3,396 290 0.03% 0.03% 1485 0 0.0% Q2 2026 Jul 27, 2026
Capstone Wealth Management, LLC History No change 3,397 290 0.13% 0.13% 1486 0 0.0% Q2 2026 Jul 23, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 3,390 289 0.04% 0.04% 1487 0 0.0% Q2 2026 Jul 20, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,380 288 0.09% 0.09% 1488 0 0.0% Q2 2026 Jul 24, 2026
Poehling Capital Management, INC. History No change 3,370 288 0.06% 0.06% 1489 0 0.0% Q2 2026 Jul 20, 2026
Synergy Financial Group, LTD History No change 3,369 288 0.21% 0.21% 1490 0 0.0% Q2 2026 Aug 04, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 3,379 287 0.0% 0.0% 1491 0 0.0% Q3 2026 Oct 05, 2026
Barry Investment Advisors, LLC History No change 3,357 287 0.06% 0.06% 1492 0 0.0% Q2 2026 Jul 09, 2026
Operose Advisors LLC History No change 3,362 287 0.06% 0.06% 1493 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Point Investment Advisors, LLC History No change 3,347 286 0.04% 0.04% 1494 0 0.0% Q2 2026 Jul 28, 2026
BlueSky Wealth Advisors, LLC History No change 3,354 286 0.03% 0.03% 1495 0 0.0% Q2 2026 Jul 28, 2026
BHK Investment Advisors, LLC History No change 3,350 286 0.09% 0.09% 1496 0 0.0% Q2 2026 Jul 28, 2026
RCS Financial Planning, LLC History No change 3,354 286 0.14% 0.14% 1497 0 0.0% Q2 2026 Jul 22, 2026
LongView Wealth Management History No change 3,340 285 0.07% 0.07% 1498 0 0.0% Q2 2026 Jul 17, 2026
Goldstone Financial Group, LLC History No change 3,344 285 0.03% 0.03% 1499 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Management, Inc. History No change 3,331 284 0.07% 0.07% 1500 0 0.0% Q2 2026 Jul 28, 2026
Equity Wealth Partners, LLC History No change 3,328 284 0.1% 0.1% 1501 0 0.0% Q2 2026 Jul 27, 2026
Well Done, LLC History No change 3,322 283 0.04% 0.04% 1502 0 0.0% Q2 2026 Jul 24, 2026
Johnson Financial Group, LLC History No change 3,315 283 0.02% 0.02% 1503 0 0.0% Q2 2026 Aug 06, 2026
Drake & Associates, LLC History No change 3,315 283 0.05% 0.05% 1504 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 3,300 282 0.03% 0.03% 1505 0 0.0% Q2 2026 Jul 23, 2026
Q3 Asset Management History No change 3,309 282 0.05% 0.05% 1506 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 3,306 282 0.04% 0.04% 1507 0 0.0% Q2 2026 Jul 23, 2026
Sentry LLC History No change 3,309 282 0.08% 0.08% 1508 0 0.0% Q2 2026 Aug 14, 2026
Kearns & Associates LLC History New 3,308 281 0.13% — 1511 +3,308 New Q3 2026 Oct 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 3,292 281 0.02% 0.02% 1509 0 0.0% Q2 2026 Jul 16, 2026
Goelzer Investment Management, Inc. History No change 3,290 281 0.01% 0.01% 1510 0 0.0% Q2 2026 Jul 14, 2026
True Link Financial Advisors, LLC History No change 3,285 280 0.02% 0.02% 1512 0 0.0% Q2 2026 Jul 31, 2026
Five Pine Wealth Management History No change 3,279 280 0.16% 0.16% 1513 0 0.0% Q2 2026 Aug 13, 2026
Steelhead Wealth Management LLC History No change 3,286 280 0.11% 0.11% 1514 0 0.0% Q2 2026 Aug 13, 2026
QUARRY HILL ADVISORS, LLC History No change 3,266 279 0.11% 0.11% 1515 0 0.0% Q2 2026 Jul 27, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,256 278 0.11% 0.11% 1516 0 0.0% Q2 2026 Jul 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 3,243 277 0.01% 0.01% 1517 0 0.0% Q2 2026 Jul 21, 2026
Ellevest, Inc. History No change 3,249 277 0.03% 0.03% 1518 0 0.0% Q2 2026 Aug 10, 2026
Clearwave Capital, LLC History No change 3,243 277 0.15% 0.15% 1519 0 0.0% Q2 2026 Jul 17, 2026
Fort Point Capital Partners LLC History No change 3,234 276 0.02% 0.02% 1520 0 0.0% Q2 2026 Aug 14, 2026
Archvest Wealth Advisors, Inc. History No change 3,225 275 0.16% 0.16% 1521 0 0.0% Q2 2026 Jul 27, 2026
Simplicity Wealth,LLC History No change 3,215 274 0.01% 0.01% 1522 0 0.0% Q2 2026 Aug 06, 2026
Helium Advisors LLC History No change 3,209 274 0.23% 0.23% 1523 0 0.0% Q2 2026 Aug 11, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 3,220 273 0.04% 0.04% 1525 +387 13.66% Q3 2026 Oct 08, 2026
AAF Wealth Management, LLC History No change 3,200 273 0.1% 0.1% 1524 0 0.0% Q2 2026 Jul 17, 2026
Hopwood Nicholas Hunter History No change 3,198 273 0.07% 0.07% 1526 0 0.0% Q2 2026 Aug 14, 2026
Ballast Financial Advisors LLC History No change 3,170 271 0.25% 0.25% 1527 0 0.0% Q2 2026 Aug 13, 2026
Paragon Advisors, LLC History No change 3,169 270 0.06% 0.06% 1528 0 0.0% Q2 2026 Jul 29, 2026
PCM Encore, LLC History No change 3,170 270 0.05% 0.05% 1529 0 0.0% Q2 2026 Aug 11, 2026
BALANCED WEALTH GROUP LLC History No change 3,137 268 0.08% 0.08% 1530 0 0.0% Q2 2026 Aug 10, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 3,127 267 0.04% 0.04% 1531 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Strategies, Inc. History No change 3,116 266 0.02% 0.02% 1532 0 0.0% Q2 2026 Jul 24, 2026
Resurgent Financial Advisors LLC History No change 3,109 265 0.07% 0.07% 1533 0 0.0% Q2 2026 Aug 14, 2026
Fairman Group, LLC History No change 3,091 264 0.21% 0.21% 1534 0 0.0% Q2 2026 Aug 04, 2026
Roth Financial Partners LLC History Added to 3,102 263 0.08% 0.08% 1537 +35 1.14% Q3 2026 Oct 06, 2026
Tiller Private Wealth, Inc. History No change 3,080 263 0.08% 0.08% 1535 0 0.0% Q2 2026 Jul 24, 2026
Platform Technology Partners History No change 3,085 263 0.04% 0.04% 1536 0 0.0% Q2 2026 Jul 24, 2026
Octavia Wealth Advisors, LLC History No change 3,083 263 0.02% 0.02% 1538 0 0.0% Q2 2026 Jul 14, 2026
Stanley-Laman Group, Ltd. History No change 3,070 262 0.03% 0.03% 1539 0 0.0% Q2 2026 Aug 05, 2026
Gryphon Financial Partners LLC History No change 3,071 262 0.02% 0.02% 1540 0 0.0% Q2 2026 Aug 05, 2026
CM WEALTH ADVISORS LLC History No change 3,073 262 0.05% 0.05% 1541 0 0.0% Q2 2026 Aug 10, 2026
Emprise Bank History No change 3,090 262 0.1% 0.1% 1542 0 0.0% Q3 2026 Oct 07, 2026
Sand Hill Global Advisors, LLC History No change 3,057 261 0.01% 0.01% 1543 0 0.0% Q2 2026 Aug 11, 2026
Stordahl Capital Management, Inc. History No change 3,044 260 0.05% 0.05% 1544 0 0.0% Q2 2026 Jul 14, 2026
My Personal CFO, LLC History No change 3,051 260 0.1% 0.1% 1545 0 0.0% Q2 2026 Jul 21, 2026
Opulen Financial Group LLC History No change 3,049 260 0.16% 0.16% 1546 0 0.0% Q2 2026 Jul 27, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 3,060 259 0.04% 0.04% 1549 +5 0.16% Q3 2026 Oct 08, 2026
Treasure Coast Financial Planning History No change 3,037 259 0.13% 0.13% 1547 0 0.0% Q2 2026 Jul 29, 2026
LEGACY FINANCIAL GROUP, INC. History No change 3,033 259 0.06% 0.06% 1548 0 0.0% Q2 2026 Jul 30, 2026
OMNI 360 Wealth, Inc. History No change 3,032 259 0.12% 0.12% 1550 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 3,019 258 0.01% 0.01% 1551 0 0.0% Q2 2026 Aug 05, 2026
LJI Wealth Management, LLC History No change 3,022 258 0.04% 0.04% 1552 0 0.0% Q2 2026 Jul 31, 2026
1832 Asset Management L.P. History No change 3,000 256 0.0% 0.0% 1553 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 3,000 256 0.02% 0.02% 1554 0 0.0% Q2 2026 Aug 11, 2026
JMAC ENTERPRISES LLC History No change 3,000 256 0.04% 0.04% 1555 0 0.0% Q2 2026 Jul 28, 2026
Cascades Capital Asset Management, LLC History No change 3,004 256 0.09% 0.09% 1556 0 0.0% Q2 2026 Aug 14, 2026
Shaker Financial Services, LLC History No change 2,992 255 0.08% 0.08% 1557 0 0.0% Q2 2026 Jul 15, 2026
Unique Wealth Strategies, LLC History No change 2,974 254 0.09% 0.09% 1558 0 0.0% Q2 2026 Jul 15, 2026
Fairway Wealth LLC History No change 2,972 254 0.06% 0.06% 1559 0 0.0% Q2 2026 Jul 24, 2026
KPP Advisory Services LLC History No change 2,969 253 0.03% 0.03% 1560 0 0.0% Q2 2026 Jul 24, 2026
Fiscal Wisdom Wealth Management, LLC History No change 2,965 253 0.21% 0.21% 1561 0 0.0% Q2 2026 Jul 21, 2026
CX Institutional History Added to 2,968 252 0.01% 0.0% 1563 +1,284 76.25% Q3 2026 Oct 02, 2026
Schneider Downs Wealth Management Advisors, LP History No change 2,954 252 0.02% 0.02% 1562 0 0.0% Q2 2026 Aug 05, 2026
SVB WEALTH LLC History No change 2,944 251 0.02% 0.02% 1564 0 0.0% Q2 2026 Jul 17, 2026
Fortis Advisors, LLC History No change 2,946 251 0.12% 0.12% 1565 0 0.0% Q2 2026 Aug 13, 2026
Navigate Wealth Management, LLC History No change 3,013 251 0.16% 0.16% 1566 0 0.0% Q2 2026 Jul 23, 2026
Ethos Financial Group, LLC History No change 3,045 250 0.02% 0.02% 1567 0 0.0% Q2 2026 Aug 07, 2026
William Howard & Co Financial Advisors Inc History No change 2,926 250 0.19% 0.19% 1568 0 0.0% Q2 2026 Jul 09, 2026
Miller Capital Partners, Inc. History No change 2,930 250 0.1% 0.1% 1569 0 0.0% Q2 2026 Aug 12, 2026
Align Financial, LLC History No change 2,918 249 0.12% 0.12% 1570 0 0.0% Q2 2026 Jul 27, 2026
Marathon Wealth Advisors LLC History No change 2,905 248 0.08% 0.08% 1571 0 0.0% Q2 2026 Sep 11, 2026
Costello Asset Management, INC History No change 2,895 247 0.07% 0.07% 1572 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 2,890 247 0.02% 0.02% 1573 0 0.0% Q2 2026 Aug 11, 2026
Triton Financial Group Inc History No change 2,892 247 0.14% 0.14% 1574 0 0.0% Q2 2026 Aug 17, 2026
FSA Advisors, Inc. History No change 2,886 246 0.11% 0.11% 1575 0 0.0% Q2 2026 Aug 17, 2026
Joule Financial, LLC History No change 2,878 246 0.07% 0.07% 1576 0 0.0% Q2 2026 Jul 15, 2026
NI ACQUISITIONS COMPANY, LLC History No change 1,105 246 0.1% 0.1% 1577 0 0.0% Q2 2026 Aug 05, 2026
Total Clarity Wealth Management, Inc. History No change 2,874 245 0.05% 0.05% 1578 0 0.0% Q2 2026 Jul 23, 2026
Noble Family Wealth, LLC History No change 2,871 245 0.04% 0.04% 1579 0 0.0% Q2 2026 Aug 04, 2026
Kestra Investment Management, LLC History No change 2,855 244 0.0% 0.0% 1580 0 0.0% Q2 2026 Aug 05, 2026
Expressive Wealth LLC History No change 2,851 243 0.23% 0.23% 1581 0 0.0% Q2 2026 Aug 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,837 242 0.1% 0.1% 1582 0 0.0% Q2 2026 Jul 15, 2026
AMI INVESTMENT MANAGEMENT INC History No change 2,837 242 0.05% 0.05% 1583 0 0.0% Q2 2026 Jul 15, 2026
OPTIMA CAPITAL LLC History No change 2,819 241 0.1% 0.1% 1584 0 0.0% Q2 2026 Jul 24, 2026
Darden Wealth Group Inc History No change 2,816 240 0.1% 0.1% 1585 0 0.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 2,808 240 0.13% 0.13% 1586 0 0.0% Q2 2026 Aug 10, 2026
Cassilly Financial Group LLC History No change 2,836 240 0.16% 0.18% 1587 0 0.0% Q3 2026 Oct 07, 2026
Cornerstone Wealth Group, LLC History No change 2,807 239 0.01% 0.01% 1588 0 0.0% Q2 2026 Jul 27, 2026
Thrive Capital Management, LLC History No change 2,802 239 0.05% 0.05% 1589 0 0.0% Q2 2026 Aug 05, 2026
Kessler Investment Group, LLC History Added to 2,809 238 0.11% 0.1% 1590 +29 1.04% Q3 2026 Oct 08, 2026
Buttonwood Financial Advisors Inc. History No change 2,795 238 0.07% 0.07% 1591 0 0.0% Q2 2026 Jul 13, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 2,785 238 0.04% 0.04% 1592 0 0.0% Q2 2026 Jul 21, 2026
Legacy Wealth Management, LLC History No change 2,780 237 0.01% 0.01% 1593 0 0.0% Q2 2026 Jul 09, 2026
Kendall Capital Management History No change 2,780 237 0.04% 0.04% 1594 0 0.0% Q2 2026 Aug 12, 2026
Edge Wealth Management LLC History No change 2,766 236 0.04% 0.04% 1595 0 0.0% Q2 2026 Jul 09, 2026
Allen Capital Group, LLC History No change 2,757 235 0.02% 0.02% 1596 0 0.0% Q2 2026 Jul 27, 2026
Waterloo Capital, L.P. History No change 2,755 235 0.01% 0.01% 1597 0 0.0% Q2 2026 Jul 29, 2026
Carr Financial Group Corp History No change 2,716 232 0.05% 0.05% 1598 0 0.0% Q2 2026 Aug 06, 2026
waypoint wealth counsel History No change 2,709 231 0.14% 0.14% 1599 0 0.0% Q2 2026 Aug 04, 2026
Oak Harvest Investment Services History No change 2,706 231 0.02% 0.02% 1600 0 0.0% Q2 2026 Jul 24, 2026
MMA ASSET MANAGEMENT LLC History No change 2,713 231 0.07% 0.07% 1601 0 0.0% Q2 2026 Aug 04, 2026
Carnegie Lake Advisors LLC History No change 2,705 231 0.09% 0.09% 1602 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Advisory, LLC History No change 2,700 230 0.02% 0.02% 1603 0 0.0% Q2 2026 Jul 29, 2026
Elevated Capital Advisors, LLC History No change 2,698 230 0.06% 0.06% 1604 0 0.0% Q2 2026 Aug 03, 2026
Financial Sense Advisors, Inc. History No change 2,684 229 0.05% 0.05% 1605 0 0.0% Q2 2026 Aug 14, 2026
FCA CORP /TX History No change 2,678 228 0.06% 0.06% 1606 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 2,966 228 0.03% 0.03% 1607 0 0.0% Q2 2026 Aug 05, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 2,672 228 0.08% 0.08% 1608 0 0.0% Q2 2026 Jul 30, 2026
Paradigm Capital Management, LLC/NV History No change 2,650 227 0.2% 0.2% 1609 0 0.0% Q2 2026 Aug 13, 2026
Rockline Wealth Management, LLC History No change 2,663 227 0.04% 0.04% 1610 0 0.0% Q2 2026 Jul 24, 2026
Pacific Asset Management, LLC History No change 2,667 227 0.11% 0.11% 1611 0 0.0% Q2 2026 Jul 27, 2026
Robinhood Asset Management, LLC History No change 2,664 227 0.01% 0.01% 1612 0 0.0% Q2 2026 Aug 11, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 2,638 225 0.12% 0.12% 1613 0 0.0% Q2 2026 Jul 22, 2026
Sawyer & Company, Inc History No change 2,628 224 0.08% 0.08% 1614 0 0.0% Q2 2026 Jul 23, 2026
Safeguard Investment Advisory Group, LLC History No change 2,630 224 0.05% 0.05% 1615 0 0.0% Q2 2026 Aug 13, 2026
Fee-Only Financial Planning, L.C. History No change 2,631 224 0.12% 0.12% 1616 0 0.0% Q2 2026 Jul 29, 2026
Caitlin John, LLC History No change 2,626 224 0.12% 0.12% 1617 0 0.0% Q2 2026 Aug 17, 2026
BARRETT & COMPANY, INC. History No change 2,601 222 0.06% 0.06% 1618 0 0.0% Q2 2026 Jul 24, 2026
Southland Equity Partners LLC History No change 2,602 222 0.04% 0.04% 1619 0 0.0% Q2 2026 Jul 13, 2026
Rockingstone Advisors LLC History No change 2,600 222 0.09% 0.09% 1620 0 0.0% Q2 2026 Jul 13, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 2,603 221 0.01% 0.02% 1622 -500 -16.11% Q3 2026 Oct 09, 2026
ALERUS FINANCIAL NA History No change 2,586 221 0.01% 0.01% 1621 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 2,597 220 0.01% 0.0% 1623 +2,340 910.51% Q3 2026 Oct 08, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,566 219 0.01% 0.01% 1624 0 0.0% Q2 2026 Aug 04, 2026
Gross & Hartman Investments LLC History No change 2,570 219 0.1% 0.1% 1625 0 0.0% Q2 2026 Aug 13, 2026
AssuredPartners Investment Advisors, LLC History No change 2,567 219 0.02% 0.02% 1626 0 0.0% Q2 2026 Aug 10, 2026
Safe Harbor Family Capital, LLC History No change 2,570 219 0.15% 0.15% 1627 0 0.0% Q2 2026 Aug 10, 2026
Cannon Advisors, Inc. History No change 2,581 218 0.13% 0.13% 1628 0 0.0% Q2 2026 Jul 15, 2026
Crusonia Wealth Advisors LLC History No change 2,560 218 0.04% 0.04% 1629 0 0.0% Q2 2026 Jul 30, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 2,545 217 0.08% 0.08% 1630 0 0.0% Q2 2026 Jul 22, 2026
WEST PACES ADVISORS INC. History No change 2,546 217 0.04% 0.04% 1631 0 0.0% Q2 2026 Jul 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 2,543 217 0.12% 0.12% 1632 0 0.0% Q2 2026 Aug 14, 2026
High Probability Advisors, LLC History No change 2,541 217 0.02% 0.02% 1633 0 0.0% Q2 2026 Jul 13, 2026
Northwest Bancshares, Inc. History No change 2,528 216 0.04% 0.04% 1634 0 0.0% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,530 216 0.01% 0.01% 1635 0 0.0% Q2 2026 Aug 05, 2026
SFMG, LLC History No change 2,531 216 0.01% 0.01% 1636 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 2,537 216 0.0% 0.0% 1637 0 0.0% Q2 2026 Jul 10, 2026
Hegarty Advisors, LLC History No change 2,528 216 0.15% 0.15% 1638 0 0.0% Q2 2026 Jul 27, 2026
INTRUST BANK NA History No change 2,515 215 0.02% 0.02% 1639 0 0.0% Q2 2026 Aug 05, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,521 215 0.0% 0.0% 1640 0 0.0% Q2 2026 Jul 13, 2026
Womack Financial LLC History No change 2,524 215 0.14% 0.14% 1641 0 0.0% Q2 2026 Aug 13, 2026
Hanson & Doremus Investment Management History No change 2,491 213 0.02% 0.02% 1642 0 0.0% Q2 2026 Jul 29, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 2,494 213 0.01% 0.01% 1643 0 0.0% Q2 2026 Jul 24, 2026
Stone Summit Wealth LLC History No change 2,495 213 0.05% 0.05% 1644 0 0.0% Q2 2026 Jul 23, 2026
Chancellor Financial Group WB LP History No change 2,503 213 0.13% 0.13% 1645 0 0.0% Q2 2026 Aug 10, 2026
Southeast Asset Advisors, LLC History No change 2,489 212 0.02% 0.02% 1646 0 0.0% Q2 2026 Aug 14, 2026
Elser Financial Planning, Inc History No change 2,488 212 0.01% 0.01% 1647 0 0.0% Q2 2026 Jul 14, 2026
BOS Asset Management, LLC History No change 2,494 211 0.05% 0.05% 1648 0 0.0% Q3 2026 Oct 09, 2026
JT Stratford LLC History No change 2,451 209 0.02% 0.02% 1649 0 0.0% Q2 2026 Aug 14, 2026
MilWealth Group LLC History No change 2,456 209 0.04% 0.04% 1650 0 0.0% Q2 2026 Aug 03, 2026
REDW Wealth LLC History No change 2,422 207 0.07% 0.07% 1651 0 0.0% Q2 2026 Jul 30, 2026
Coquina Private Wealth LLC History No change 2,425 207 0.14% 0.14% 1652 0 0.0% Q2 2026 Jul 29, 2026
Summit Place Financial Advisors, LLC History No change 2,421 206 0.09% 0.09% 1653 0 0.0% Q2 2026 Jul 29, 2026
Dunhill Financial, LLC History No change 2,419 206 0.04% 0.04% 1654 0 0.0% Q2 2026 Aug 07, 2026
Valued Retirements, Inc. History No change 2,415 206 0.19% 0.19% 1655 0 0.0% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History Reduced 2,421 205 0.04% 0.05% 1657 -464 -16.08% Q3 2026 Oct 02, 2026
NATURAL INVESTMENTS, LLC History No change 2,405 205 0.05% 0.05% 1656 0 0.0% Q2 2026 Jul 31, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 2,400 205 0.04% 0.04% 1658 0 0.0% Q2 2026 Jul 15, 2026
SPINNAKER TRUST History No change 2,375 203 0.01% 0.01% 1659 0 0.0% Q2 2026 Aug 03, 2026
Apriem Advisors History No change 2,375 203 0.02% 0.02% 1660 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 2,385 203 0.05% 0.05% 1661 0 0.0% Q2 2026 Aug 10, 2026
Compass Ion Advisors, LLC History No change 2,364 202 0.02% 0.02% 1662 0 0.0% Q2 2026 Aug 12, 2026
North Berkeley Wealth Management, LLC History No change 2,368 202 0.08% 0.08% 1663 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 2,356 201 0.04% 0.04% 1664 0 0.0% Q2 2026 Jul 20, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 2,353 201 0.06% 0.06% 1665 0 0.0% Q2 2026 Aug 04, 2026
Alteri Wealth LLC History No change 2,360 201 0.06% 0.06% 1666 0 0.0% Q2 2026 Jul 29, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 2,364 200 0.02% 0.02% 1667 0 0.0% Q3 2026 Oct 06, 2026
GREENLEAF TRUST History No change 2,341 200 0.0% 0.0% 1668 0 0.0% Q2 2026 Jul 21, 2026
Capital Planning LLC History No change 2,359 200 0.05% 0.06% 1669 0 0.0% Q3 2026 Oct 09, 2026
Community Bank, N.A. History No change 2,331 199 0.02% 0.02% 1670 0 0.0% Q2 2026 Aug 13, 2026
OBSIDIAN CIO, LLC History No change 2,336 199 0.15% 0.15% 1671 0 0.0% Q2 2026 Aug 03, 2026
CONQUIS FINANCIAL LLC History No change 2,281 195 0.16% 0.16% 1672 0 0.0% Q2 2026 Aug 13, 2026
CoreFirst Bank & Trust History No change 2,255 192 0.1% 0.1% 1673 0 0.0% Q2 2026 Aug 05, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 2,257 192 0.36% 0.36% 1674 0 0.0% Q2 2026 Aug 10, 2026
Creative Capital Management Investments LLC History No change 2,211 189 0.04% 0.04% 1675 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 2,170 185 0.0% 0.0% 1676 0 0.0% Q2 2026 Jul 31, 2026
Rakuten Securities, Inc. History No change 2,163 184 0.04% 0.04% 1677 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 2,142 183 0.05% 0.05% 1678 0 0.0% Q2 2026 Jul 22, 2026
STEPH & CO History No change 2,116 179 0.05% 0.05% 1679 0 0.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,061 176 0.0% 0.0% 1680 0 0.0% Q2 2026 Jul 14, 2026
ALBION FINANCIAL GROUP /UT History No change 2,066 176 0.01% 0.01% 1681 0 0.0% Q2 2026 Jul 22, 2026
Olistico Wealth, LLC History No change 1,993 169 0.07% 0.07% 1682 0 0.0% Q3 2026 Oct 05, 2026
Financial Perspectives, Inc History No change 1,968 168 0.04% 0.04% 1683 0 0.0% Q2 2026 Jul 24, 2026
CVA Family Office, LLC History No change 1,917 163 0.01% 0.01% 1684 0 0.0% Q2 2026 Aug 07, 2026
HM PAYSON & CO History No change 1,860 159 0.0% 0.0% 1685 0 0.0% Q2 2026 Jul 17, 2026
Crewe Advisors LLC History No change 1,860 159 0.01% 0.01% 1686 0 0.0% Q2 2026 Jul 23, 2026
Abound Wealth Management History No change 1,828 156 0.03% 0.03% 1687 0 0.0% Q2 2026 Jul 10, 2026
PITTENGER & ANDERSON INC History No change 1,791 153 0.01% 0.01% 1688 0 0.0% Q2 2026 Jul 27, 2026
RMG Wealth Management LLC History No change 1,750 153 0.02% 0.02% 1689 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History No change 1,797 153 0.07% 0.07% 1690 0 0.0% Q2 2026 Jul 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,772 152 0.04% 0.04% 1691 0 0.0% Q2 2026 Jul 30, 2026
Fairscale Capital, LLC History No change 1,749 149 0.09% 0.09% 1692 0 0.0% Q2 2026 Aug 07, 2026
Hamrick Investment Counsel, llc History No change 1,741 148 0.1% 0.1% 1693 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 1,727 147 0.01% 0.01% 1694 0 0.0% Q2 2026 Aug 12, 2026
Guardian Partners Inc. History No change 1,721 147 0.01% 0.01% 1695 0 0.0% Q2 2026 Jul 29, 2026
Pillar Financial Advisors, LLC History No change 1,731 147 0.08% 0.08% 1696 0 0.0% Q2 2026 Jul 24, 2026
Solstein Capital, LLC History No change 1,714 146 0.05% 0.05% 1697 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 1,698 145 0.02% 0.02% 1698 0 0.0% Q2 2026 Jul 23, 2026
Strive Financial Group ,LLC History No change 1,684 143 0.06% 0.06% 1699 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History No change 1,628 138 0.08% 0.09% 1700 0 0.0% Q3 2026 Oct 02, 2026
Coastline Trust Co History Added to 1,621 137 0.01% 0.01% 1701 +200 14.07% Q3 2026 Oct 01, 2026
HighMark Wealth Management LLC History No change 1,612 137 0.05% 0.05% 1702 0 0.0% Q2 2026 Aug 12, 2026
Birchwood Financial Partners, Inc. History No change 1,598 136 0.11% 0.11% 1703 0 0.0% Q2 2026 Aug 06, 2026
TFC Financial Management, Inc. History No change 1,588 135 0.01% 0.01% 1704 0 0.0% Q2 2026 Jul 23, 2026
Allied Private Wealth LLC History No change 1,607 135 0.09% 0.09% 1705 0 0.0% Q2 2026 Jul 09, 2026
John A. Wolfe & Associates, Inc. History No change 1,523 130 0.18% 0.18% 1706 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,509 129 0.05% 0.05% 1707 0 0.0% Q2 2026 Jul 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,500 128 0.08% 0.08% 1708 0 0.0% Q2 2026 Jul 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,491 127 0.01% 0.01% 1709 0 0.0% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History No change 1,495 127 0.02% 0.02% 1710 0 0.0% Q2 2026 Jul 24, 2026
Acropolis Investment Management, LLC History Added to 1,474 125 0.01% 0.0% 1711 +180 13.91% Q3 2026 Oct 08, 2026
Manchester Capital Management LLC History No change 1,455 124 0.02% 0.02% 1712 0 0.0% Q2 2026 Aug 13, 2026
YANKCOM Partnership History No change 1,455 124 0.04% 0.04% 1713 0 0.0% Q2 2026 Jul 21, 2026
Bank & Trust Co History New 1,440 122 0.08% — 1715 +1,440 New Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History No change 1,437 122 0.0% 0.0% 1714 0 0.0% Q2 2026 Aug 07, 2026
Bangor Savings Bank History New 1,400 118 0.01% — 1716 +1,400 New Q3 2026 Oct 06, 2026
Frankly Finances, LLC History No change 1,350 115 0.09% 0.09% 1717 0 0.0% Q2 2026 Jul 15, 2026
IMG Wealth Management, Inc. History No change 1,326 113 0.06% 0.06% 1718 0 0.0% Q2 2026 Aug 07, 2026
Cedar Mountain Advisors, LLC History No change 1,317 112 0.02% 0.02% 1719 0 0.0% Q2 2026 Jul 02, 2026
Nemes Rush Group LLC History No change 1,306 111 0.01% 0.01% 1720 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,214 104 0.01% 0.01% 1721 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,209 103 0.11% 0.11% 1722 0 0.0% Q2 2026 Aug 10, 2026
LifeSteps Financial, Inc. History No change 1,215 103 0.05% 0.05% 1723 0 0.0% Q2 2026 Jul 17, 2026
ADIRONDACK TRUST CO History No change 1,195 102 0.03% 0.03% 1724 0 0.0% Q2 2026 Jul 16, 2026
Addison Advisors LLC History No change 1,173 100 0.05% 0.05% 1725 0 0.0% Q2 2026 Aug 10, 2026
Coston, McIsaac & Partners History No change 1,176 100 0.02% 0.02% 1726 0 0.0% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History No change 1,123 96 0.01% 0.01% 1727 0 0.0% Q2 2026 Aug 06, 2026
SRH ADVISORS, LLC History No change 1,115 95 0.02% 0.02% 1728 0 0.0% Q2 2026 Jul 24, 2026
Godfrey Financial Associates, Inc. History No change 1,114 95 0.07% 0.07% 1729 0 0.0% Q2 2026 Aug 11, 2026
SIMS INVESTMENT MANAGEMENT, LLC History No change 1,073 91 0.03% 0.03% 1730 0 0.0% Q2 2026 Jul 21, 2026
Tower View Wealth Management LLC History No change 1,051 89 0.04% 0.04% 1731 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 1,047 89 0.02% 0.02% 1732 0 0.0% Q2 2026 Jul 31, 2026
CrossGen Wealth, LLC History No change 1,048 89 0.07% 0.07% 1733 0 0.0% Q2 2026 Jul 24, 2026
PlanVest Financial, Inc History No change 1,013 86 0.06% 0.06% 1734 0 0.0% Q2 2026 Aug 10, 2026
Centerpoint Advisors, LLC History No change 1,000 85 0.02% 0.02% 1735 0 0.0% Q2 2026 Aug 05, 2026
Ramirez Asset Management, Inc. History No change 1,000 85 0.01% 0.01% 1736 0 0.0% Q2 2026 Aug 13, 2026
Montgomery Financial Services LLC History No change 975 83 0.07% 0.07% 1737 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 958 81 0.0% 0.0% 1738 0 0.0% Q2 2026 Jul 17, 2026
MV CAPITAL MANAGEMENT, INC. History No change 899 76 0.01% 0.01% 1739 0 0.0% Q2 2026 Jul 30, 2026
Hilltop National Bank History No change 862 73 0.02% 0.02% 1740 0 0.0% Q2 2026 Jul 01, 2026
ATWOOD & PALMER INC History Added to 815 69 0.0% 0.0% 1741 +500 158.73% Q3 2026 Oct 08, 2026
Kingdom Financial Group LLC. History No change 809 69 0.02% 0.02% 1742 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 803 68 0.03% 0.03% 1743 0 0.0% Q2 2026 Aug 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 800 68 0.01% 0.01% 1744 0 0.0% Q2 2026 Jul 14, 2026
Davis Capital Management History No change 793 67 0.04% 0.04% 1745 0 0.0% Q3 2026 Oct 08, 2026
Colonial Trust Co / SC History No change 788 66 0.01% 0.01% 1746 0 0.0% Q2 2026 Aug 11, 2026
MONTAG A & ASSOCIATES INC History No change 763 65 0.0% 0.0% 1747 0 0.0% Q2 2026 Aug 05, 2026
Aspect Partners, LLC History No change 768 65 0.02% 0.02% 1748 0 0.0% Q2 2026 Jul 16, 2026
NEPC LLC History No change 759 64 0.0% 0.0% 1749 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 752 64 0.01% 0.01% 1750 0 0.0% Q2 2026 Aug 10, 2026
Minot DeBlois Advisors LLC History No change 736 62 0.05% 0.05% 1751 0 0.0% Q2 2026 Aug 13, 2026
Quantum Capital Management, LLC / NJ History No change 706 60 0.01% 0.01% 1752 0 0.0% Q2 2026 Aug 11, 2026
SWAN Capital LLC History No change 701 59 0.02% 0.02% 1753 0 0.0% Q2 2026 Aug 13, 2026
Cetera Trust Company, N.A History No change 700 59 0.03% 0.03% 1754 0 0.0% Q2 2026 Aug 13, 2026
Hara Capital LLC History No change 700 59 0.03% 0.03% 1755 0 0.0% Q2 2026 Aug 11, 2026
Legacies Wealth LLC History No change 674 57 0.03% 0.03% 1756 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 671 57 0.02% 0.02% 1757 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 650 55 0.03% 0.03% 1758 0 0.0% Q2 2026 Aug 14, 2026
CDKV HOLDINGS LLC History No change 655 55 0.04% 0.04% 1759 0 0.0% Q2 2026 Jul 30, 2026
Washington Trust Advisors, Inc. History No change 622 53 0.0% 0.0% 1760 0 0.0% Q2 2026 Jul 29, 2026
Transce3nd, LLC History No change 630 53 0.47% 0.47% 1761 0 0.0% Q2 2026 Jul 24, 2026
Seneschal Advisors, LLC History No change 626 53 0.04% 0.04% 1762 0 0.0% Q2 2026 Aug 13, 2026
Wiser Advisor Group LLC History No change 609 52 0.06% 0.06% 1763 0 0.0% Q2 2026 Aug 14, 2026
RAELIPSKIE PARTNERSHIP History No change 615 52 0.02% 0.02% 1764 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 585 50 0.01% 0.01% 1765 0 0.0% Q2 2026 Jul 14, 2026
Dorato Capital Management History No change 570 48 0.03% 0.03% 1766 0 0.0% Q3 2026 Oct 08, 2026
JNBA Financial Advisors History No change 555 47 0.0% 0.0% 1767 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 555 47 0.01% 0.01% 1768 0 0.0% Q3 2026 Oct 07, 2026
Institute for Wealth Management, LLC. History No change 538 46 0.0% 0.0% 1769 0 0.0% Q2 2026 Jul 28, 2026
NFSG Corp History No change 538 46 0.01% 0.01% 1770 0 0.0% Q2 2026 Aug 14, 2026
Timmons Wealth Management, LLC History No change 548 46 0.03% 0.03% 1771 0 0.0% Q2 2026 Aug 07, 2026
Hartford Financial Management Inc. History No change 528 45 0.01% 0.01% 1772 0 0.0% Q2 2026 Jul 23, 2026
SOA Wealth Advisors, LLC. History No change 528 45 0.01% 0.01% 1773 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Edge Private Wealth Management, LLC History No change 529 45 0.01% 0.01% 1774 0 0.0% Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 504 43 0.01% 0.01% 1775 0 0.0% Q2 2026 Jul 17, 2026
CITIGROUP INC History No change 478 40 0.0% 0.0% 1776 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 477 40 0.0% 0.0% 1777 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History New 469 39 0.02% — 1780 +469 New Q3 2026 Oct 09, 2026
Investors Portfolio Services LLC History No change 468 39 0.03% 0.03% 1778 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 458 39 0.03% 0.03% 1779 0 0.0% Q2 2026 Aug 28, 2026
Grove Bank & Trust History Reduced 454 38 0.0% 0.0% 1782 -1 -0.22% Q3 2026 Oct 08, 2026
MCDONALD PARTNERS LLC History No change 450 38 0.01% 0.01% 1781 0 0.0% Q2 2026 Jul 28, 2026
Harbor Asset Planning, Inc. History No change 448 38 0.03% 0.03% 1783 0 0.0% Q2 2026 Jul 22, 2026
Forum Finance Group S.A. History No change 538 37 0.01% 0.01% 1784 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 428 36 0.0% 0.0% 1785 0 0.0% Q2 2026 Jul 13, 2026
Oakmont Advisory Group, LLC History No change 426 36 0.03% 0.03% 1786 0 0.0% Q2 2026 Aug 03, 2026
EMC Capital Management History No change 414 35 0.01% 0.01% 1787 0 0.0% Q2 2026 Jul 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 400 34 0.01% 0.01% 1788 0 0.0% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 402 34 0.0% 0.0% 1789 0 0.0% Q2 2026 Jul 08, 2026
Frazier Financial Advisors, LLC History No change 400 34 0.02% 0.02% 1790 0 0.0% Q2 2026 Aug 10, 2026
Mountain Hill Investment Partners Corp. History No change 409 34 0.02% 0.02% 1791 0 0.0% Q2 2026 Jul 16, 2026
Torren Management, LLC History No change 393 33 0.02% 0.02% 1792 0 0.0% Q2 2026 Jul 10, 2026
DEUTSCHE BANK AG\ History No change 386 32 0.0% 0.0% 1793 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Advisors LLC History No change 400 30 0.03% 0.03% 1794 0 0.0% Q2 2026 Aug 07, 2026
Venturi Wealth Management, LLC History No change 349 29 0.0% 0.0% 1795 0 0.0% Q2 2026 Jul 20, 2026
Timbuktu Capital Management, LLC History No change 335 28 0.04% 0.04% 1796 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 326 27 0.01% 0.01% 1797 0 0.0% Q2 2026 Jul 24, 2026
CGC Financial Services, LLC History No change 310 26 0.01% 0.01% 1798 0 0.0% Q2 2026 Jul 13, 2026
Bay Harbor Wealth Management, LLC History No change 294 25 0.01% 0.01% 1799 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History Reduced 268 22 0.0% 0.01% 1800 -90 -25.14% Q3 2026 Oct 06, 2026
KERR FINANCIAL PLANNING Corp History No change 250 21 0.02% 0.02% 1801 0 0.0% Q2 2026 Jul 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 201 17 0.0% 0.0% 1802 0 0.0% Q2 2026 Jul 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 178 15 0.01% 0.01% 1803 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History No change 171 14 0.0% 0.0% 1804 0 0.0% Q2 2026 Jul 20, 2026
Mosley Wealth Management History No change 171 14 0.0% 0.0% 1805 0 0.0% Q2 2026 Jul 23, 2026
Accent Capital Management, LLC History No change 174 14 0.01% 0.01% 1806 0 0.0% Q2 2026 Aug 12, 2026
JDM Financial Group LLC History No change 163 13 0.0% 0.0% 1807 0 0.0% Q2 2026 Aug 17, 2026
Walsh & Associates, LLC History No change 159 13 0.01% 0.01% 1808 0 0.0% Q2 2026 Jul 21, 2026
Financial Life Planners History No change 135 11 0.01% 0.01% 1809 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 125 10 0.01% 0.01% 1810 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 115 9 0.0% 0.0% 1811 0 0.0% Q2 2026 Jul 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 96 8 0.0% 0.0% 1812 0 0.0% Q2 2026 Jul 27, 2026
StrongBox Wealth, LLC History No change 101 8 0.0% 0.0% 1813 0 0.0% Q2 2026 Jul 23, 2026
Twin Lakes Capital Management, LLC History No change 100 8 0.0% 0.0% 1814 0 0.0% Q2 2026 Aug 17, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 92 7 0.0% 0.0% 1815 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Management Group, LLC History No change 93 7 0.0% 0.0% 1816 0 0.0% Q2 2026 Jul 27, 2026
American Capital Advisory, LLC History No change 74 6 0.0% 0.0% 1817 0 0.0% Q2 2026 Jul 28, 2026
Game Plan Financial Advisors, LLC History No change 559 5 0.0% 0.0% 1818 0 0.0% Q2 2026 Aug 07, 2026
IAG Wealth Partners, LLC History No change 59 5 0.0% 0.0% 1819 0 0.0% Q2 2026 Aug 06, 2026
Wilkerson Advisory Group LLC History No change 59 5 0.0% 0.0% 1820 0 0.0% Q2 2026 Jul 21, 2026
CITY HOLDING CO History No change 50 4 0.0% 0.0% 1821 0 0.0% Q2 2026 Jul 10, 2026
Friedenthal Financial History No change 50 4 0.0% 0.0% 1822 0 0.0% Q2 2026 Jul 13, 2026
Stone House Investment Management, LLC History No change 51 4 0.0% 0.0% 1823 0 0.0% Q2 2026 Aug 05, 2026
Bare Financial Services, Inc History No change 52 4 0.0% 0.0% 1824 0 0.0% Q2 2026 Jul 27, 2026
Advocate Investing Services LLC History No change 51 4 0.0% 0.0% 1825 0 0.0% Q2 2026 Jul 28, 2026
Tradewinds Capital Management, LLC History No change 42 3 0.0% 0.0% 1826 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 41 3 0.0% 0.0% 1827 0 0.0% Q2 2026 Jul 30, 2026
Essential Partners LLC History No change 44 3 0.0% 0.0% 1828 0 0.0% Q2 2026 Aug 10, 2026
Westend Capital Management, LLC History No change 25 2 0.0% 0.0% 1829 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 29 2 0.0% 0.0% 1830 0 0.0% Q2 2026 Aug 03, 2026
Kings Path Partners LLC History No change 28 2 0.0% 0.0% 1831 0 0.0% Q2 2026 Jul 14, 2026
RHL GROUP, LLC History No change 27 2 0.0% 0.0% 1832 0 0.0% Q2 2026 Aug 03, 2026
Go Invest LLC History No change 29 2 0.0% 0.0% 1833 0 0.0% Q3 2026 Oct 08, 2026
Byrne Asset Management LLC History Added to 22 1 0.0% 0.0% 1838 +1 4.76% Q3 2026 Oct 06, 2026
Blume Capital Management, Inc. History No change 15 1 0.0% 0.0% 1834 0 0.0% Q2 2026 Jul 27, 2026
Piscataqua Savings Bank History No change 12 1 0.0% 0.0% 1835 0 0.0% Q2 2026 Jul 09, 2026
POM Investment Strategies, LLC History No change 14 1 0.0% 0.0% 1836 0 0.0% Q2 2026 Jul 30, 2026
1620 INVESTMENT ADVISORS, INC. History No change 13 1 0.0% 0.0% 1837 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 13 1 0.0% 0.0% 1839 0 0.0% Q2 2026 Aug 26, 2026
Navigoe, LLC History No change 16 1 0.0% 0.0% 1840 0 0.0% Q2 2026 Jul 31, 2026
Bernard Wealth Management Corp. History No change 15 1 0.0% 0.0% 1841 0 0.0% Q2 2026 Aug 21, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 21 1 0.0% 0.0% 1842 0 0.0% Q2 2026 Jul 22, 2026
Aventura Private Wealth, LLC History No change 13 1 0.0% 0.0% 1843 0 0.0% Q2 2026 Jul 15, 2026
Essential Investment Partners LLC History No change 14 1 0.0% 0.0% 1844 0 0.0% Q2 2026 Jul 15, 2026
Highland Investment Advisors LLC History No change 20 1 0.0% 0.0% 1845 0 0.0% Q2 2026 Aug 13, 2026
Montz Harcus Wealth Management LLC History Closed out 0 0 — 0.13% — -4,265 -100.0% Q3 2026 Oct 09, 2026
Stokes Capital Advisors, LLC History Closed out 0 0 — 0.07% — -4,032 -100.0% Q3 2026 Oct 09, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Closed out 0 0 — 0.02% — -2,937 -100.0% Q3 2026 Oct 07, 2026
GILL CAPITAL PARTNERS, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Ulland Investment Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Commonwealth Retirement Investments LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
PFS Partners, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Valued Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
BIRCHBROOK, INC. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Miller Global Investments, LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Capital Advisor Network LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026